BSBMGT616 Develop and Implement Strategic Plans

BSBMGT616 Develop and Implement Strategic Plans
Student Assessment Tasks
Vocational Training Institute RTO 41111 CRICOS 03487C Page 1 of 15
Version: October 2019 v1.0
© J&S Learningwork 2018
Assessment Task 2 Cover Sheet
Student Declaration
To be filled out and submitted with assessment responses
 I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded
with any other student(s).
 I understand that if I am found to have plagiarised, cheated or colluded, action will be taken against me
according to the process explained to me.
 I have correctly referenced all resources and reference texts throughout these assessment tasks.

Student name

Student ID number

Student signature

Date

Assessor declaration
 I hereby certify that this student has been assessed by me and that the assessment has been carried
out according to the required assessment procedures.

Assessor name
Assessor signature
Date
Assessment outcome	S	NS	DNS	Resubmission Y N

Feedback
Student result response
 My performance in this assessment task has been discussed and explained to me.
 I would like to appeal this assessment decision.

Student signature

Date

A copy of this page must be supplied to the office and kept in the student’s file with the evidence.
BSBMGT616 Develop and Implement Strategic Plans
Student Assessment Tasks
Vocational Training Institute RTO 41111 CRICOS 03487C Page 2 of 15
Version: October 2019 v1.0
© J&S Learningwork 2018
Assessment Task 2: Organisational Vision and Mission
Project
Task summary
For this assessment task you are required, in the role of Operations Manager of Native Bush Spices
Australia, to meet the management team to confirm the organisation’s vision and mission and values and to
seek approval for the development of the organisation’s new Strategic Plan. You will also be required to
discuss strategic directions and operational priorities.
This assessment is to be completed in the simulated work environment in VTI.
Required

 	Access to textbooks/other learning materials Computer with Microsoft Office and internet access
 	Meeting space Management team (your assessor)

Timing
Your assessor will advise you of the due date of these submissions.
Submit

	Notes for Team Meeting
	Summary of Meeting Outcomes and Approval Confirmation

	Native herbs and spices
 	Native herbal teas Native fruit jams and conserves

Currently the business is selling its products through a number of small supermarkets and health stores
throughout Australia. The company also has a web site through which products can be ordered.
The company’s overall business objectives for the next three years are to increase sales and create brand
awareness, develop a broader product range, as well as expand into overseas markets. The company is
also considering options for alliance marketing.
The company is also looking at moving into international markets, namely South-East Asia – specifically
Hong Kong, Japan and Singapore.
The company’s target customers are those that enjoy gourmet foods. The age range of Australian
consumers buying their products is between 35 and 65. Most of their consumers are health conscious, care
about protecting the environment and have an average income of $80,000.
The company currently employs the following staff in its head office: CEO, Operations Manager, Marketing
and Sales Manager, Administration Manager and Customer Service Officer.
Around 10 staff are employed in the factory making and distributing the products.
Although the company does not have a formal strategic plan, the following information is included on its web
site about its mission, vision and values:
Mission
Native Bush Spices Australia is committed to providing the highest quality product to all its clients.
Vision
We are constantly working to establish ourselves as the most respected and sought-after supplier of native
bush spices.
Values
Respect: taking time to understand and value each of our customers and respecting their choices.
Responsibility: acting with integrity towards our staff, our customers, the community and the
environment.
Caring: a duty of care for our staff, customers and the environment.
Excellence: to always look to provide the best quality product and customer service.
Integrity: to act with honesty, openness and do what we say we will do.
Innovation: to be industry leaders.
BSBMGT616 Develop and Implement Strategic Plans
Student Assessment Tasks
Vocational Training Institute RTO 41111 CRICOS 03487C Page 4 of 15
Version: October 2019 v1.0
© J&S Learningwork 2018
Complete the following activities:
1. Prepare notes for team meeting.
Carefully read the scenario information, including the information about the organisational
mission, vision and values and business objectives.
Conduct research about developing mission, vision and value statements, as well as formulating
strategic objectives.
Identify some examples of these statements/objectives from at least two other companies.
Compare the vision, mission and value statements to those of Native Bush Spices Australia.
Make notes about whether you think the existing mission, vision and value statements are clear
enough to guide operations. You will need to share your thoughts at the meeting with the
management team, as well as listen to the management team’s ideas.
You should also make notes about the key business strategies and research best practice
techniques for formulating strategic objectives.
2. Meet with the management team (your assessor)
The management team is meeting to discuss the organisational vision, mission and values
statements, as well as business objectives.
Share the ideas you researched for activity 1 and listen to the ideas provided by the team.
In addition, discuss your ideas about key business strategies and strategic objectives. Listen to
the ideas presented about actions to achieve strategic objectives, as well as performance
indicators.
During the meeting, demonstrate effective communication skills including:







Speaking clearly and concisely
Using non-verbal communication to assist with understanding
Asking questions to identify required information
Responding to questions as required
Using active listening techniques to confirm understanding

3. Write a Summary of Meeting Outcomes and Confirm Approval
Following the meeting, summarise the meeting outcomes in about half a page.
You should also report on the cooperative venture as discussed at the meeting.
It should also request approval to proceed to developing the strategic plan based on the agreed
vision, mission and values, as well as strategic objectives.
4. Submit it to the Management Team (your assessor).
BSBMGT616 Develop and Implement Strategic Plans
Student Assessment Tasks
Vocational Training Institute RTO 41111 CRICOS 03487C Page 5 of 15
Version: October 2019 v1.0
© J&S Learningwork 2018
Assessment Task 2 Checklist
Note to Assessor: When assessing student evidence for this assessment task, you must assess the
evidences submitted by student in accordance with Rules of Evidence and Principles of Assessment
(Standards for RTO’s 2015- Clause 1.8)

Student’s name:
Did the student:	Completed successfully	Comments
Yes	No
Meet with the management team to discuss organisation mission, vision and values and ideas for change or otherwise based on review of at least 2 other companies?
During the meeting, demonstrate effective communication skills including:  Speaking clearly and concisely  Using non-verbal communication to assist with understanding  Asking questions to identify required information  Responding to questions as required  Using active listening techniques to confirm understanding
Confirm organisational mission, vision and values in writing?
Confirm approval to develop strategic plan?
Task Outcome:	Satisfactory 	Not Satisfactory 
Assessor signature
Assessor name
Date

BSBMGT616 Develop and Implement Strategic Plans
Student Assessment Tasks
Vocational Training Institute RTO 41111 CRICOS 03487C Page 6 of 15
Version: October 2019 v1.0
© J&S Learningwork 2018
Assessment Task 3 Cover Sheet
Student Declaration
To be filled out and submitted with assessment responses
 I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded
with any other student(s).
 I understand that if I am found to have plagiarised, cheated or colluded, action will be taken against me
according to the process explained to me.
 I have correctly referenced all resources and reference texts throughout these assessment tasks.

Student name

Student ID number

Student signature

Date

Assessor declaration
 I hereby certify that this student has been assessed by me and that the assessment has been carried
out according to the required assessment procedures.

Assessor name
Assessor signature
Date
Assessment outcome	S	NS	DNS	Resubmission Y N

Feedback
Student result response
 My performance in this assessment task has been discussed and explained to me.
 I would like to appeal this assessment decision.

Student signature

Date

A copy of this page must be supplied to the office and kept in the student’s file with the evidence.
BSBMGT616 Develop and Implement Strategic Plans
Student Assessment Tasks
Vocational Training Institute RTO 41111 CRICOS 03487C Page 7 of 15
Version: October 2019 v1.0
© J&S Learningwork 2018
Assessment Task 3: Research and Develop Strategic
Plan Project
Task summary
For this assessment task you are required, in the role of Operations Manager for Native Bush Spices
Australia, to conduct a PESTLE analysis and a SWOT analysis to inform the development of the Strategic
Plan.
Following the development of the PESTLE and SWOT analyses, you must use this research to develop your
strategic plan.
This assessment is to be completed in the simulated work environment in VTI.
Required

 	Access to textbooks/other learning materials Computer with Microsoft Office and internet access
	Strategic Plan Template

Timing
Your assessor will advise you of the due date of these submissions.
Submit

	SWOT and PESTLE Analysis
	Updated Analysis
	Strategic Plan
	Updated Strategic Plan

Assessment criteria
For your performance to be deemed satisfactory in this assessment task, you must satisfactorily address all
of the assessment criteria. If part of this task is not satisfactorily completed, you will be asked to complete
further assessment to demonstrate competence.
BSBMGT616 Develop and Implement Strategic Plans
Student Assessment Tasks
Vocational Training Institute RTO 41111 CRICOS 03487C Page 8 of 15
Version: October 2019 v1.0
© J&S Learningwork 2018
Re-submission opportunities
You will be provided feedback on their performance by the Assessor. The feedback will indicate if you have
satisfactorily addressed the requirements of each part of this task.
If any parts of the task are not satisfactorily completed, the assessor will explain why, and provide you
written feedback along with guidance on what you must undertake to demonstrate satisfactory performance.
Re-assessment attempt(s) will be arranged at a later time and date.
You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with
unfairly, or have other appropriate grounds for an appeal.
You are encouraged to consult with the assessor prior to attempting this task if you do not understand any
part of this task or if you have any learning issues or needs that may hinder you when attempting any part of
the assessment.
BSBMGT616 Develop and Implement Strategic Plans
Student Assessment Tasks
Vocational Training Institute RTO 41111 CRICOS 03487C Page 9 of 15
Version: October 2019 v1.0
© J&S Learningwork 2018
Assessment Task 3 Instructions
Complete the following activities:
1. Research Native Bush Spice Australia’s customers and competitors.
Identify sources of information to use to research Native Bush Spice Australia’s market,
competitors and target customers.
Note down at least 3 sources of information. You will need to record these information sources
in your SWOT and PESTLE analysis.
Using the information that you have developed, research trends and development in the industry
and competitors, potential new and emerging markets, competitors and any other relevant
factors.
2. Research and review potential cooperative ventures as discussed at the meeting.
This should include their risks and benefits.
3 Develop a SWOT and a PESTLE Analysis
These should outline all of the internal and external factors that will impact on the Strategic Plan
based on your research done as per activity 1 and activity 2 above.
Begin a new Word document for the analyses. Save it as SWOT and PESTLE Analysis.
4 Submit SWOT and PESTLE Analysis to your assessor.
Your assessor will review your analysis and provide feedback as required.
5 Update your PESTLE and SWOT Analysis
Revise these to reflect with any feedback provided by your assessor.
Save this document as Updated Analysis.
BSBMGT616 Develop and Implement Strategic Plans
Student Assessment Tasks
Vocational Training Institute RTO 41111 CRICOS 03487C Page 10 of 15
Version: October 2019 v1.0
© J&S Learningwork 2018
6 Develop the Strategic Plan.
Once you have received feedback from your assessor, proceed with developing the Strategic Plan.
Use the Strategic Plan Template provided by your assessor.
You will need to make sure you complete all sections of the Plan and use clear and concise English.
Your strategic plan will need to include specific actions to include each of the strategic objectives.
You must include responsibilities and timelines for each action, as well as key performance
indicators.
Each of the actions should be ordered commencing with the most urgent action first.
7 Submit Strategic Plan to your assessor.
It should provide a brief overview of the actions that need to be taken over the next 12 months to
achieve objectives, as well as the staff that will be involved.
8 Update your Strategic Plan
Revise your strategic plan, incorporating any feedback that you received from your assessor.
Save this document as Updated Strategic Plan.
9 Submit Updated Analysis and your Updated Strategic Plan to your assessor.
BSBMGT616 Develop and Implement Strategic Plans
Student Assessment Tasks
Vocational Training Institute RTO 41111 CRICOS 03487C Page 11 of 15
Version: October 2019 v1.0
© J&S Learningwork 2018
Assessment Task 3 Checklist
Note to Assessor: When assessing student evidence for this assessment task, you must assess the
evidences submitted by student in accordance with Rules of Evidence and Principles of Assessment
(Standards for RTO’s 2015- Clause 1.8)

Student’s name:
Did the student:	Completed successfully	Comments
Yes	No
Use suitable sources of information to inform their PESTLE and SWOT analysis?
Conduct and report on a PESTLE analysis?
Conduct and report on a SWOT analysis?
Identify and report on potential cooperative ventures, including risks and benefits?
Provide PESTLE and SWOT analysis for feedback and incorporate feedback as required?
Develop strategic plan using SWOT and PESTLE analysis?
Document agreed strategic mission, vision and values, as well as strategic objectives?
Document actions to achieve strategic objectives in the strategic plan, including responsibilities, timelines and performance indicators?
Provide strategic plan for feedback, including an overview of each person’s role in achieving the strategic plan?
Task Outcome:	Satisfactory 	Not Satisfactory 
Assessor signature
Assessor name
Date

BSBMGT616 Develop and Implement Strategic Plans
Student Assessment Tasks
Vocational Training Institute RTO 41111 CRICOS 03487C Page 12 of 15
Version: October 2019 v1.0
© J&S Learningwork 2018
Assessment Task 4 Cover Sheet
Student Declaration
To be filled out and submitted with assessment responses
 I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded
with any other student(s).
 I understand that if I am found to have plagiarised, cheated or colluded, action will be taken against me
according to the process explained to me.
 I have correctly referenced all resources and reference texts throughout these assessment tasks.

Student name

Student ID number

Student signature

Date

Assessor declaration
 I hereby certify that this student has been assessed by me and that the assessment has been carried
out according to the required assessment procedures.

Assessor name
Assessor signature
Date
Assessment outcome	S	NS	DNS	Resubmission Y N

Feedback
Student result response
 My performance in this assessment task has been discussed and explained to me.
 I would like to appeal this assessment decision.

Student signature

Date

A copy of this page must be supplied to the office and kept in the student’s file with the evidence.
BSBMGT616 Develop and Implement Strategic Plans
Student Assessment Tasks
Vocational Training Institute RTO 41111 CRICOS 03487C Page 13 of 15
Version: October 2019 v1.0
© J&S Learningwork 2018
Assessment Task 4: Strategic Plan Performance
Monitoring
Task summary
This assessment task requires you to monitor the performance of the strategic plan for Native Bush Spice
Australia, as well as evaluate the strategic planning process. You will be required to provide a report to the
management team.
This assessment is to be completed in the simulated work environment in VTI.
Required

 	Access to textbooks/other learning materials Computer with Microsoft Office and internet access

Timing
Your assessor will advise you of the due date of these submissions.
Submit
 Performance and Monitoring Report
Assessment criteria
For your performance to be deemed satisfactory in this assessment task, you must satisfactorily address all
of the assessment criteria. If part of this task is not satisfactorily completed, you will be asked to complete
further assessment to demonstrate competence.
Re-submission opportunities
You will be provided feedback on their performance by the Assessor. The feedback will indicate if you have
satisfactorily addressed the requirements of each part of this task.
If any parts of the task are not satisfactorily completed, the assessor will explain why, and provide you
written feedback along with guidance on what you must undertake to demonstrate satisfactory performance.
Re-assessment attempt(s) will be arranged at a later time and date.
You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with
unfairly, or have other appropriate grounds for an appeal.
You are encouraged to consult with the assessor prior to attempting this task if you do not understand any
part of this task or if you have any learning issues or needs that may hinder you when attempting any part of
the assessment.
BSBMGT616 Develop and Implement Strategic Plans
Student Assessment Tasks
Vocational Training Institute RTO 41111 CRICOS 03487C Page 14 of 15
Version: October 2019 v1.0
© J&S Learningwork 2018
Assessment Task 4 Instructions
Carefully read the following:
It is one (1) year since the strategic plan was implemented and, as the Operations Manager, you are
reviewing the performance of the business against the performance indicators identified in the plan.
Assume that the performance indicators identified in the strategic plan are as follows:

 	A 20% increase in total sales revenue. International market identified, and exporting commenced. Sales to international markets to comprise 20% of total income. Suitable alliance for marketing identified and 10% increase in sales attributed to alliance marketing. Identify new products through review of competitors’ web sites.
 

Data and comments from staff after 12 months from implementation of the strategic plan show:






Sales have increased from $550,000 to $800,000
Product now selling in Hong Kong and Singapore. Total international sales identified as $70,000.
No progress on alliance marketing as yet. No suitable partner identified.
No ideas for new products.

Complete the following activities:
1. Write a Performance and Monitoring Report for management.
The report should address:
a. Analyse and report on the data provided.
b. Comment on whether performance indicators have been achieved.
c. Develop recommendations for the year ahead based on your evaluation as above, as well
as required changes to the Strategic Plan.
d. As you have also been asked to evaluate the strategic planning process, research best
practice strategic planning processes and report on whether the organisation achieved this
with the first strategic plan development and what could be improved.
2. Submit Performance and Monitoring Report to the Management Team (your assessor).
BSBMGT616 Develop and Implement Strategic Plans
Student Assessment Tasks
Vocational Training Institute RTO 41111 CRICOS 03487C Page 15 of 15
Version: October 2019 v1.0
© J&S Learningwork 2018
Assessment Task 4 Checklist
Note to Assessor: When assessing student evidence for this assessment task, you must assess the
evidences submitted by student in accordance with Rules of Evidence and Principles of Assessment
(Standards for RTO’s 2015- Clause 1.8)

Student’s name:
Did the student:	Completed successfully	Comments
Yes	No
Report on progress against performance indicators using data provided?
Recommend changes to the plan based on review?
Research and report on methods for achieving the strategic plan?
Task Outcome:	Satisfactory 	Not Satisfactory 
Assessor signature
Assessor name
Date

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