Unit of competency Outline

Date retreived
23/07/2026 4:46 AM AWST

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Lead the strategic planning process for an organisation

Lead the strategic planning process for an organisation

Unit of competency
National Code
BSBLDR802
State Code
AUM35
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
25/03/2015
View on TGA
State Implementation and Classification
Approved Date
15/09/2015
Field of Education
080307 - Organisation Management
Original Release Date
15/09/2015
Nominal Hours
90
Description
This unit describes the skills and knowledge required to lead the development of high-level strategic plans that serve the vision and mission of an organisation. It addresses analysing the environment, identifying risks and opportunities, planning staffing requirements, succession planning, and establishing and monitoring financial and non-financial performance indicators. Leadership is applied in order to engage people with the organisation's vision and goals and in developing and implementing the plan.It applies to senior managers and business owners who use cognitive and creative skills to review, critically analyse, consolidate and synthesise knowledge, in order to generate ideas and provide solutions to complex problems. They use communication skills to demonstrate their understanding of theoretical concepts and to transfer knowledge and ideas to others.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Initiate the strategic planning process
  • 1.1 Consult organisation's decision makers to determine the parameters that will be used for the planning process, including timeframes and budget
  • 1.2 Analyse current strategic planning documents to determine a methodology that is in keeping with the organisation’s needs and past practice
  • 1.3 Identify stakeholders who will contribute to the plan’s development
  • 1.4 Develop and document planning methodology within a project plan including resource allocation
2. Conduct an environmental and organisational scan
  • 2.1 Research local and international best practice and trends in the organisation’s field of operation
  • 2.2 Identify, collect and analyse demographic and trend data to provide profiling information about the organisation’s market.
  • 2.3 Collect and analyse industry intelligence relating to competitors
  • 2.4 Identify key strengths, weaknesses, opportunities and threats (SWOT) to the organisation
  • 2.5 Identify major risk factors that could constrain the achievement of organisational goals in the short, medium and long term
  • 2.6 Consult stakeholders to identify issues and expectations affecting the organisation’s operations
3. Lead the establishment of organisational key directions and goals
  • 3.1 Engage staff and relevant stakeholders in establishing the major goals of the organisation
  • 3.2 Establish leadership to articulate the vision, mission and key goals of the organisation
  • 3.3 Provide leadership to establish the organisation’s key result areas
4. Lead the development of the plan’s key activities and performance indicators
  • 4.1 Initiate and manage processes and delegations to develop detailed activities to achieve the organisation’s goals
  • 4.2 Develop specific performance indicators to enable the measurement of success
  • 4.3 Cost and budget for resourcing levels to enable the plan to be enacted
  • 4.4 Gain commitment to the process and the plan
  • 4.5 Engage relevant stakeholders and participants to sign off and commit to the finalised strategic plan
5. Manage the implementation process
  • 5.1 Develop tactical or operational annual plans to facilitate implementation of longer-term strategic plan
  • 5.2 Prioritise and resource (human, financial and capital) programs and operational tactics
  • 5.3 Analyse and plan for changes to processes or practices
  • 5.4 Plan human resource development and succession strategies to ensure long-term business viability
  • 5.5 Initiate strategies to skill the workforce in order to implement the plan
  • 5.6 Establish communication processes to inform and support staff and stakeholders through implementation of the plan
6. Manage the evaluation process
  • 6.1 Establish and implement processes to monitor performance against agreed benchmarks and performance
  • 6.2 Monitor outcomes of the strategic and operational plans
  • 6.3 Undertake review or refinement of activities in light of changing conditions to ensure the attainment of the strategic plan goals
No information
No information
Replaced By
State Code National Code Title Type
OCE16 BSBSTR802 Lead strategic planning processes for an organisation Unit of competency