Unit of competency Outline

Date retreived
22/07/2026 11:03 AM AWST

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Conduct organisational strategic planning

Conduct organisational strategic planning

Unit of competency
National Code
BSBGOV503
State Code
AWG26
TGA Status
Replaced
DTWD Status
Transition (Replaced)
Current Release Number
1.00
Current Release Date
14/01/2016
State Implementation and Classification
Approved Date
05/07/2016
Field of Education
080307 - Organisation Management
Original Release Date
05/07/2016
Nominal Hours
70
Description
This unit describes the skills and knowledge required to plan and conduct organisational strategic processes. It includes arranging board or committee strategic planning procedures, which incorporate rules, legislation, regulations and codes of practice relevant to the organisation.It applies to individuals responsible for monitoring, guiding and undertaking decision making activities as members of committees or boards of governance.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Establish the organisation's strategic planning process
  • 1.1 Discuss the organisation's strategic planning needs with other board or committee members
  • 1.2 Allocate appropriate resources to undertake strategic planning
2. Develop and review the organisation's values,vision and purpose
  • 2.1 Consult other board and/or committee members, management, staff and/or key stakeholders regarding the values, vision and purpose of the organisation
  • 2.2 Obtain board or committee endorsement for the agreed organisational values, vision and purpose
  • 2.3 Document organisational values, vision, purpose and objectives and the processes undertaken
3. Establish strategies to meet organisational objectives
  • 3.1 Identify and analyse stakeholder aspirations, interests and needs and review the organisation's previous plans, in the case of an existing organisation
  • 3.2 Analyse internal and external factors such as changing government policy; economic, social and political issues; and provisions of federal, state/terrritory legislation and funding body requirements that might affect the organisation
  • 3.3 Identify and analyse relevant economic and/or political trends and the potential for strategic alliances and/or partnerships
  • 3.4 Develop and agree on achievable strategies to meet objectives, with other board or committee members, seeking advice from experts when necessary
  • 3.5 Develop key performance indicators or targets, timelines and reporting requirements for the strategic planning period with other board or committee members
  • 3.6 Provide guidance on operational processes that need to be put in place to ensure that organisational strategies are followed and document factors that may affect achievement of objectives and targets
4. Monitor and evaluate organisational performance
  • 4.1 Monitor and evaluate progress reports against the plan to identify progress towards key performance indicators or targets, timeliness and performance gaps
  • 4.2 Review and revise strategic objectives and strategies with other board or committee members where necessary and document organisational performance for the agreed strategic planning period
No information
No information
Replaced By
State Code National Code Title Type
OCE22 BSBSTR503 Develop organisational policy Unit of competency
State Code National Code Title Type
BDZ9 BSB52318 Diploma of Governance Qualification
AZJ0 BSB52315 Diploma of Governance Qualification