Modification History
LGADMIN525A Release 2: Layout adjusted.
LGADMIN525A Release 1: Primary release.
Unit Descriptor
This unit covers undertaking business planning for a unit or functional area within the organization. The unit specifically looks at research tools that underpin business planning, including the use of statistics. It covers identifying priorities, using different types of planning strategies, identifying environmental sustainability issues, managing growth and incorporating triple bottom line.
Application of the Unit
This unit supports the attainment of skills and knowledge required for competent workplace performance in councils of all sizes. Knowledge of the legislation and regulations within which councils must operate is essential. The unique nature of councils, as a tier of government directed by elected members and reflecting the needs of local communities, must be appropriately reflected.
Licensing/Regulatory Information
Not applicable.
Pre-Requisites
Not applicable.
Employability Skills Information
This unit contains employability skills.
Elements and Performance Criteria Pre-Content
Elements describe the essential outcomes of a Unit of Competency |
Performance criteria describe the required performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the Range Statement. Assessment of performance is to be consistent with the Evidence Guide. |
Elements and Performance Criteria
ELEMENT |
PERFORMANCE CRITERIA |
1. Undertake research on business planning |
1.1 Types of representations of statistical data are identified and analysed for appropriateness of purpose against organisational needs. 1.2 Trends and patterns from statistical data are identified and analysed to inform business planning. 1.3 Interpreted data is used to identify issues for consideration in business planning. 1.4 A range of planning strategies are identified and analysed for appropriateness to the unit and/or organisation. |
2. Determine scope of required planning |
2.1 Research is undertaken to identify issues relevant to the unit, including sustainability issues. 2.2 Opportunities for growth are investigated and identified. 2.3 Factors relevant to the organisation's vision and strategic plan are considered. 2.4 Analysis of all issues is undertaken and priorities are determined. 2.5 Risk management strategies are identified as part of the planning process. 2.6 A range of planning strategies are investigated and analysed to determine appropriate strategy to adopt. |
3. Develop a business plan |
3.1 Organisation vision, mission and purpose are confirmed and in line with identified business growth opportunity. 3.2 Appropriate research is undertaken to ensure all relevant issues are considered, including environment, finance, safety and other areas of impact and opportunity. 3.3 The business plan demonstrates analysis of community needs, resources and legal requirements in accordance with organisational goals. 3.4 Triple bottom line reporting issues are identified and considered in the development of business plan. |
4. Develop operational strategies to meet identified business planning and potential growth |
4.1 Performance measures, operational targets and quality assurance issues are developed to conform to business plan. 4.2 Structured approach to innovation, including the use of existing or emerging technologies, is developed to respond to changing community and unit or area requirements. 4.3 Key performance indicators and targets are identified and used to monitor client satisfaction and unit or area performance. 4.4 Business plan is clearly communicated and promoted to relevant stakeholders and staff to ensure understanding and support. 4.5 Appropriate structures are designed, redesigned and implemented to optimise achievement of unit or area goals and stakeholder expectations. 4.6 Processes are developed to ensure that ongoing evaluation of the planning process is conducted. |
Required Skills and Knowledge
This describes the essential skills and knowledge and their level, required for this unit |
Required Skills |
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Required Knowledge |
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Evidence Guide
Overview of assessment requirements |
A person who demonstrates competency in this unit will be able to perform the outcomes described in the Elements to the required performance level detailed in the Performance Criteria. The knowledge and skill requirements described in the Range Statement must also be demonstrated. For example, knowledge of the legislative framework and safe work practices that underpin the performance of the unit are also required to be demonstrated. |
Critical aspects of evidence to be considered |
The demonstrated ability to:
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Context of assessment |
Competency is demonstrated by performance of all stated criteria, with particular attention to the critical aspects and the knowledge and skills elaborated in the Evidence Guide, and within the scope of the Range Statement. Assessment must take account of the endorsed Assessment Guidelines in the Local Government Training Package. Assessment of the performance requirements in this unit should be undertaken in an actual workplace or simulated environment. Assessment should reinforce the integration of the key competencies for the particular AQF level. Refer to the key competency levels at the end of this unit. |
Relationship to other units (prerequisite or co-requisite units ) |
To enable holistic assessment this unit may be assessed with other units that form part of the job role. |
Method of assessment |
The following assessment methods are suggested:
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Evidence required for demonstration of consistent performance |
Evidence should be collected over a set period of time that is sufficient to include dealings with an appropriate range and variety of situations. |
Resource implications |
The learner and trainer should have access to appropriate documentation and resources normally used in the workplace. |
Range Statement
The Range Statement relates to the Unit of Competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording in the Performance Criteria is detailed below. |
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Relevant stakeholders may include: |
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Ecologically sustainable development issues may include: |
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Opportunities may include: |
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Business plan may include: |
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Information may include: |
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Statistical data may include: |
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Unit Sector(s)
Administration