ELEMENT S 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 

Contribute to strategic planning 

1.1

Contribution is made to shared vision and values of the organisation by assisting with examining future opportunities and directions and their use in shaping business goals and objectives

1.2

Contribution is made to strategic planning by assisting with investigating the business environment of the organisation

2 

Analyse market needs 

2.1

Customer needs are researched and outcomes are analysed and interpreted to establish business options and opportunities

2.2

Opportunities are identified for product and service enhancement through an analysis of existing and potential market opportunities and the development of strategies to strengthen the workplace market focus in suitable directions

3 

Contribute to business documentation 

3.1

Contributions are made to preparing organisational business plans/budgets

3.2

All workplace insurance needs are identified and suitable cover is taken out

4 

Communicate with other members of the organisation 

4.1

Outcomes of planning process are communicated to appropriate persons in the organisation

4.2

Feedback mechanisms are used to ensure continuous improvement of planning processes and outcomes

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

• applying relevant legislation and workplace procedures
• communicating and negotiating effectively with others when developing plans to meet customer and organisation needs
• completing relevant documentation
• implementing contingency plans
• modifying activities depending on operational contingencies, risk situations and environments
• monitoring and prioritising work activities in terms of planned schedule
• reading, interpreting and following relevant instructions, procedures, information and signs
• reporting and/or rectifying identified problems that may arise, in accordance with regulatory requirements and workplace procedures
• selecting and appropriately applying technology, information systems and procedures to complete workplace tasks
• surveying and assessing customer and organisation requirements
• working collaboratively with others when developing plans to meet customer and organisation needs
• working systematically with required attention to detail without injury to self or others, or damage to goods or equipment.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

• focus of operation of business planning systems and resources
• insurance requirements relevant to business operations
• relevant regulatory and code requirements
• relevant workplace business management policies and practices, including requirements for maintaining security and confidentiality
• resource availability including the processing capacity of equipment and software systems for planning activities
• typical problems that can occur when developing plans to meet customer and organisation needs, and related appropriate action that can be taken
• workplace protocols and procedures for developing plans to meet customer and organisation needs, including strategic planning, tactical planning and quality improvement of services/operations/products.