Unit of competency Outline

Date retreived
22/07/2026 6:35 PM AWST

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Manage organisation's strategic and business planning

Manage organisation's strategic and business planning

Unit of competency
National Code
CHCORG613D
State Code
D8600
TGA Status
Deleted
DTWD Status
Deleted
Current Release Number
1.00
Current Release Date
25/03/2011
State Implementation and Classification
Approved Date
17/07/2014
Field of Education
080301 - Business Management
Original Release Date
17/07/2014
Nominal Hours
85
Description
DescriptorThis unit describes the knowledge and skills required to undertake ongoing strategic planning to assist in continual improvement of the service or organisation
Notes
Elements and Performance Criteria
1. Formulate a strategic and business plan
  • 1.1 Develop desired direction and goals of the organisation in consultation with relevant stakeholders to reflect client needs
  • 1.2 Develop strategic plan on basis of information obtained through research into client needs, resource requirements, interests of key stakeholders and business viability
  • 1.3 Formulate financial plan to estimate cash flow projections, provide budgetary information and define implementation/service plans
  • 1.4 Formulate work/service plan aimed at supplying services that meet client expectations and satisfy quality assurance criteria
  • 1.5 Ensure plan identifies options for service delivery in accordance with budgetary constraints, human resource requirements, client requirements and agency objectives
  • 1.6 Develop promotional strategies to communicate benefits of the service to clients
  • 1.7 Develop risk management strategies according to agency needs
  • 1.8 Ensure all aspects of business plan are mutually supportive
2. Apply the strategic and business plan
  • 2.1 Implement appropriate operational and revenue control systems and routinely evaluate their ability to provide systematic support to the agency
  • 2.2 Identify systems and key performance indicators and targets and use them to monitor agency performance and client satisfaction
  • 2.3 Clearly communicate the organisation's business plan to relevant stakeholders and staff to ensure their understanding and support
  • 2.4 Design/redesign and implement appropriate organisation structures to optimise achievement of organisation goals and stakeholder expectations
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. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.


Strategic plan will depend on:
Service/organisation philosophy
Size and scale of the service/organisation
The client focus and needs
The community within which it operates
The level of available funding and the need to raise finance
The level of risk involved


Strategic plan should include:
Cash flow forecast
Income and expenditure statement
Mission, goals and objectives
Performance measures
Quality assurance mechanisms
Strategies for achieving goals
Work plans


Financial plan takes account of:
A review of financial inputs required sources and forms of finance
Current financial state of the organisation
Financial performance to date
Forms of finance including working capital, fixed capital, debt and equity capital
Projections of likely financial results budgeting
Risks and measures to manage or minimise risks


Sources of finance may be:
Borrowing/investments
Commercial activities
Financial institutions
Government sources
Industry sources
Through donations


Projections may include:
Cash flow estimates
Estimates of profit and loss
Resource requirements


Stakeholders may include:
Clients
Community
Government and/or funding bodies
Industry associations
Management
Providers of finance
Suppliers of resources
Workers
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 this unit of competency:
The individual being assessed must provide evidence of specified essential knowledge as well as skills
This unit is most appropriately assessed in the workplace or in a simulated workplace and under the normal range of workplace conditionsThis may include the use of languages other than English and alternative communication systems
Assessment may take place on more than one occasion but must cover assessment of all aspects of formulating and applying a business plan


Access and equity considerations:
All workers in community services should be aware of access, equity and human rights issues in relation to their own area of work
All workers should develop their ability to work in a culturally diverse environment
In recognition of particular issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on Aboriginal and Torres Strait Islander people
Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on Aboriginal and/or Torres Strait Islander clients and communities


Context of and specific resources for assessment:
This unit can be assessed independently, however holistic assessment practice with other community services units of competency is encouraged
Resource requirements for assessment of this unit include access to:
an appropriate workplace where assessment can be conducted or simulation of realistic workplace setting for assessment


Method of assessment:
Assessment may include observations, questioning and evidence gathered from the workplace
Replaces
State Code National Code Title Type
S3204 CHCORG13B Manage organisational strategic and business planning Unit of competency
D2643 CHCORG613C Manage organisation's strategic and business planning Unit of competency