Unit of competency Outline
Date retreived
22/07/2026 9:28 AM AWST
22/07/2026 9:28 AM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Develop and implement operational plans
Develop and implement operational plans
Unit of competency
National Code
SITXMGT002A
SITXMGT002A
State Code
S6720
S6720
TGA Status
Deleted
Deleted
DTWD Status
Deleted
Deleted
State Implementation and Classification
Approved Date
03/12/2010
Field of Education
080301 - Business Management
Original Release Date
03/12/2010
Nominal Hours
50
Description
This unit describes the performance outcomes, skills and knowledge required to undertake workplace planning with an operational focus. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Notes
Elements and Performance Criteria
1 Define planning needs.
- 1.1 Assess operational planning needs based on monitoring of workplace needs and identification of opportunities for improvement and innovation.
- 1.2 Define scope and objectives of the required initiative based on organisation goals, and staff and customer feedback.
- 1.3 Identify and analyse internal and external factors that may impact on the development of the operational plan.
2 Develop operational plan.
- 2.1 Develop operational plan clearly identifying all priorities, responsibilities and timelines.
- 2.2 Integrate appropriate and financially-sound resource strategies.
- 2.3 Develop administrative framework and systems capable of supporting the planned initiative.
- 2.4 Consult appropriate colleagues during the development of the plan.
- 2.5 Develop evaluation systems in consultation with appropriate colleagues.
- 2.6 Initiate an internal and external communications strategy to keep all stakeholders informed.
3 Administer and monitor operational plans.
- 3.1 Implement and monitor identified actions according to agreed priorities.
- 3.2 Provide support and assistance to colleagues involved in implementing the plan.
- 3.3 Provide progress and other reports according to organisation requirements.
- 3.4 Make assessment of the need for additional resource requirements and take appropriate action according to organisation policy.
4 Conduct ongoing evaluation.
- 4.1 Use agreed evaluation methods to assess effectiveness in the workplace.
- 4.2 Involve appropriate colleagues in the evaluation.
- 4.3 Identify problems and make adjustments accordingly.
- 4.4 Incorporate the results of evaluation into ongoing planning and operational management.
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.
Operational planning needs may relate to any plan required to support day-to-day workplace operations, such as:
introduction of a new product
staff reorganisation
impacts of marketing initiatives or campaigns
office relocation or refurbishment
upgrading of facilities
changes in work practices or procedures
business expansion or contraction
introduction of new systems.
Internal and externalfactors to be analysed may include:
capabilities and resources, including:
human resources
financial resources
equipment capacity
staff skill levels
hours of operation
communication capabilities
location and position
trends and developments in the marketplace, including:
economic
ecological and environmental
government activities
social and cultural
demographic
technological
industrial
comparative market information, including:
best practice information
benchmarking
competitor information
legal and ethical constraints, including:
legislation
regulation
codes of practice
cultural expectations and influences
social responsibilities, such as protection of children and environmental issues.
Resource strategies may relate to:
human
financial
physical.
Administrative framework and systems may include:
dedicating staff to the planned initiative
establishing communication protocols
developing supporting documentation or resources
regular meetings about the initiative.
Appropriate colleagues may include:
team members
suppliers
other management
staff in other departments
staff in external organisations.
Evaluation systems may be qualitative or quantitative and may relate to:
sales figures and targets
occupancy levels
customer or staff feedback
productivity gains.
Support and assistance may include:
informal coaching and feedback
making additional resources available
formal training opportunities
representing colleagues in the wider environment
ensuring effective internal and external communication.
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.
Operational planning needs may relate to any plan required to support day-to-day workplace operations, such as:
introduction of a new product
staff reorganisation
impacts of marketing initiatives or campaigns
office relocation or refurbishment
upgrading of facilities
changes in work practices or procedures
business expansion or contraction
introduction of new systems.
Internal and externalfactors to be analysed may include:
capabilities and resources, including:
human resources
financial resources
equipment capacity
staff skill levels
hours of operation
communication capabilities
location and position
trends and developments in the marketplace, including:
economic
ecological and environmental
government activities
social and cultural
demographic
technological
industrial
comparative market information, including:
best practice information
benchmarking
competitor information
legal and ethical constraints, including:
legislation
regulation
codes of practice
cultural expectations and influences
social responsibilities, such as protection of children and environmental issues.
Resource strategies may relate to:
human
financial
physical.
Administrative framework and systems may include:
dedicating staff to the planned initiative
establishing communication protocols
developing supporting documentation or resources
regular meetings about the initiative.
Appropriate colleagues may include:
team members
suppliers
other management
staff in other departments
staff in external organisations.
Evaluation systems may be qualitative or quantitative and may relate to:
sales figures and targets
occupancy levels
customer or staff feedback
productivity gains.
Support and assistance may include:
informal coaching and feedback
making additional resources available
formal training opportunities
representing colleagues in the wider environment
ensuring effective internal and external communication.
EVIDENCE GUIDE
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, the range statement and the Assessment Guidelines for this Training Package.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
ability to develop an operational plan for a specific workplace context that identifies current and relevant industry and organisation issues and includes clear action plans and evaluation mechanisms
management skills demonstrated through effective implementation of the plan, including the ability to respond to changing circumstances encountered in the implementation phase
knowledge and understanding of current legal issues and industry issues affecting general operations within the sector
project or work activities conducted over an operationally realistic period of time so that the planning, evaluation and monitoring aspects of this unit can be assessed.
Context of and specific resources for assessment
Assessment must ensure:
involvement of multiple stakeholders to ensure consultation processes are included.
Methods of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
evaluation of a plan prepared by the candidate as well as an evaluation of the implementation and evaluation phase to assess ongoing monitoring
evaluation of reports prepared by the candidate detailing the plan, how the planning process was undertaken, the ways in which implementation and evaluation of the plan were carried out and the lessons learned to inform future project planning
review of portfolios of evidence and third-party workplace reports of on-the-job performance by the candidate.
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.
Assessing employability skills
Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors. How these skills are applied varies between occupations and qualifications due to the different work functions and contexts.
Employability skills embedded in this unit should be assessed holistically with other relevant units that make up the skill set or qualification and in the context of the job role.
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, the range statement and the Assessment Guidelines for this Training Package.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
ability to develop an operational plan for a specific workplace context that identifies current and relevant industry and organisation issues and includes clear action plans and evaluation mechanisms
management skills demonstrated through effective implementation of the plan, including the ability to respond to changing circumstances encountered in the implementation phase
knowledge and understanding of current legal issues and industry issues affecting general operations within the sector
project or work activities conducted over an operationally realistic period of time so that the planning, evaluation and monitoring aspects of this unit can be assessed.
Context of and specific resources for assessment
Assessment must ensure:
involvement of multiple stakeholders to ensure consultation processes are included.
Methods of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
evaluation of a plan prepared by the candidate as well as an evaluation of the implementation and evaluation phase to assess ongoing monitoring
evaluation of reports prepared by the candidate detailing the plan, how the planning process was undertaken, the ways in which implementation and evaluation of the plan were carried out and the lessons learned to inform future project planning
review of portfolios of evidence and third-party workplace reports of on-the-job performance by the candidate.
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.
Assessing employability skills
Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors. How these skills are applied varies between occupations and qualifications due to the different work functions and contexts.
Employability skills embedded in this unit should be assessed holistically with other relevant units that make up the skill set or qualification and in the context of the job role.
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| E2005 | THHGLE03B | Develop and implement operational plans | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| W732 | SIT50409 | Diploma of Holiday Parks and Resorts | Qualification |
| S623 | SIT60307 | Advanced Diploma of Hospitality | Qualification |
| S620 | SIT50307 | Diploma of Hospitality | Qualification |
| S616 | SIT40607 | Certificate IV in Hospitality (Catering Operations) | Qualification |
| S621 | SIT60107 | Advanced Diploma of Tourism | Qualification |