Unit of competency Outline

Date retreived
22/07/2026 5:42 PM AWST

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Lead the organisation's strategic planning cycle

Lead the organisation's strategic planning cycle

Unit of competency
National Code
BSBATSIL511
State Code
AUI67
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
080301 - Business Management
Original Release Date
15/09/2015
Nominal Hours
50
Description
This unit describes the skills and knowledge required to lead the strategic planning process of an organisation, and assist board members develop and implement a strategic planning cycle.It applies to individuals responsible for planning, monitoring and guiding the activities of the organisation.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1 Establish strategic planning process
  • 1.1 Agree to a documented strategic planning process with other board members
  • 1.2 Identify and allocate resources to undertake strategic planning
2 Develop and review organisation’s values, vision and purpose
  • 2.1 Consult board members, management, staff, community and key stakeholders on values, vision and purpose of the organisation
  • 2.2 Identify agreed values, vision and purpose of the organisation with other board members
  • 2.3 Ensure organisation’s values, vision and purpose are documented and endorsed by the board
3 Analyse internal and external factors that could impact on organisation’s strategic plan
  • 3.1 Review and evaluate the previous strategic plan
  • 3.2 Identify and analyse community aspirations, interests and needs
  • 3.3 Identify and analyse changing government policy and funding that might affect the organisation
  • 3.4 Identify and analyse emerging and predicted trends
  • 3.5 Identify and analyse potential for strategic alliances and partnerships
  • 3.6 Seek advice from appropriate experts when necessary
4 Establish strategic objectives and strategies
  • 4.1 Develop and agree on strategies and SMART objectives with other board members, consistent with outcomes of research and analysis undertaken
  • 4.2 Ensure objectives and strategies are achievable and benchmarked against industry and community standards
  • 4.3 Identify and document factors that may affect achievement of objectives
5 Monitor and evaluate strategic performance
  • 5.1 Develop an implementation plan with other board members identifying targets, key performance indicators, performance standards, timelines and reporting requirements for the strategic planning period
  • 5.2 Monitor and evaluate progress reports against the plan to identify successes and performance gaps
  • 5.3 Review and revise strategic objectives and strategies with other board members where necessary
No information
No information
Replaces
State Code National Code Title Type
D4845 BSBATSIL511A Lead the organisation's strategic planning cycle Unit of competency
Replaced By
State Code National Code Title Type
ODR77 BSBFNG403 Participate as a board member of an Aboriginal and Torres Strait Islander organisation Unit of competency