OVERALL UNIT – RECORD OF ASSESSMENT OUTCOMES

This section records the outcome of each task/assessment requirement so that the final assessment outcome can be determined for BSBSTR602 Develop organisational strategies

Student must achieve a satisfactory outcome in each of the assessment tasks listed in the table following to be deemed competent in the unit. There is space to record up to three attempts at each assessment task..

A not satisfactory result for any discreet assessment task (after the student has had three (3) attempts), will result in the student being deemed not yet competent.

Assessment Tasks	Unit Outcome
	Satisfactory (S) Not satisfactory (NS) Please note (N/A) where further attempts are not required		Date		Assessor initials
Assessment Task 1: Written Questions	Attempt 1
	Attempt 2
	Attempt 3
Assessment Task 2: Organisational vision and mission project- Case Study & Roleplay	Attempt 1
	Attempt 2
	Attempt 3
Assessment Task 3: Research and development project- Case Study & Roleplay	Attempt 1
	Attempt 2
	Attempt 3
Assessment Task 4: Performance monitoring project	Attempt 1
	Attempt 2
	Attempt 3
Final Assessment Results	Result (C/NYC)
BSBSTR602 Develop organisational strategies	Competent □   Not Yet Competent □
Student Name:
Student ID:
Qualification: BSB60420 Advanced Diploma of Leadership and Management
Does the student wish to appeal the result?     □ YES   □ NO
Assessor Name:
Assessor Signature:			Date:           /       /
ASSESSMENT PLAN

The following outlines the requirements of your final assessment for this unit. You are required to satisfactorily complete all tasks to demonstrate competency for this unit.

Your Trainer / Assessor will provide you with the due dates for each assessment task. Write them in the table below and keep a note of the due dates for your reference.

Assessment Requirements	Due date
1.        Written Questions
2.        Organisational Vision and Mission Project
3.        Develop Strategic Plan & Conduct Meeting
4.        Performance Monitoring Project

	Agreement by the student
Read through the assessments in this booklet before you fill out and sign the agreement below. Make sure you sign this before you start each assessment task.
Have you read and understood what is required of you in terms of assessment?		¨   Yes		¨  No
Do you agree that the assessment process is clear?		¨   Yes		¨  No
Do you understand your rights to appeal then decisions made in an assessment?   Do you have any special needs or considerations to be made for this assessment? ¨  No        ¨   Yes   If yes, what are they?		¨   Yes       ¨  No		¨  No
	Have you read and understood what is required of you in terms of assessment?		¨   Yes		¨  No

• Student Name: _________________________________________________________________________________
• Student Signature: ____________________________________________________ Date: _____________________
  • Assessor Name: ________________________________________________________________________________
• Assessor Signature: ___________________________________________________ Date: _____________________
• Assessor Note: If the student ticks ‘NO’ for any item except the reasonable adjustment, the assessor must not commence the assessment activity until the matter has been resolved and records of the resolution have been entered into the Student Management System (SMS).
• If a student identifies any specific needs or considerations, assessors must provide a detailed record of how the situation was managed in the assessment outcome record for this assessment.

INTRODUCTION
Unit code	Title	Training Package
BSBSTR602	Develop organisational strategies	Business Services Training Package

For further information regarding assessment criteria, including:

• application of unit
• elements and performance criteria
• assessment requirements
• modification History
• performance Evidence
• knowledge Evidence
• assessment conditions.

Please refer to: https://training.gov.au/Training/Details/BSBSTR602.

Understanding assessment terminology

Describe: Give a detailed account by recounting, characterising, outline and relating, in sequence, an event, situation, theory or point.

Discuss/Explain: Clarify or elaborate on the facts.  Focus on reasons how and why things happen or a why a particular point is important in the relevant context.

List: Using dot points, list a series of points, steps or stages that relate to the question.

Outline: Leaving out minor details, give an account of thing or a process outlining the main points of a topic.

Review: Provide a summary while analysing and commenting on the evidence, argument or other relevant points.

Summarise: Identify and interpret the most relevant features of a theory, discuss issue or detail, leaving out the finer details.

Develop: Involves the creation of the materials/activities/procedures to achieve the outcome.  This is about designing and creating.

Implement: After materials/activities/procedures are developed, test all materials/procedures to determine if they are functional and appropriate for the intended audience.

Evaluate: ensures that the materials/activities/procedures achieve their desired goals and involves a detailed review including any recommendations for change and reasons.

Plagiarism

While cooperative effort and the sharing of information are encouraged, you must ensure your assignments and assessments are representative of your own effort, knowledge and skills. You must not take the work of others and present it as your own. Plagiarism may result in the assignment/assessment being deemed to be “not yet competent” by the assessor.

Students accused more than once of academic misconduct, including plagiarism, may be dismissed or cancelled from their course at the discretion of the Clinton Institute Director of Studies.

Plagiarism can take several forms.

• Quoting from a book or an article without acknowledging the source
• Handing in someone else’s work as your own
• Stealing and passing off another person’s words or ideas and claiming them as your own
• Giving incorrect information about the source of a quotation or idea
• Downloading information from the internet without acknowledging the source
• Copying a section of a book or article and submitting it as one’s own work
• Presenting something as a new and original idea or producing something which was derived from an existing source.

Referencing Materials

If you are unfamiliar with how to reference, we recommend that you review http://www.citethisforme.com/harvard-referencing. Two types of citations are included:

• In-text citations are used when directly quoting or paraphrasing a source. They are located in the body of the work and contain a fragment of the full citation. Depending on the source type, some Harvard Reference in-text citations may look something like this:
  • “After that I lived like a young rajah in all the capitals of Europe…” (Fitzgerald, 2004).
• Reference lists are located at the end of the work and display full citations for sources used in the assignment. Here is an example of a full citation for a book found in a Harvard Reference list:
  • Fitzgerald, F. (2004). The great Gatsby. New York: Scribner.*
• It is preferred if students utilise Harvard Style referencing. Generally, Harvard Reference List citations follow this format:
  • Books: Last name, First Initial. (Year published). Title. City: Publisher, Page(s).
  • Journals/publication: Last name, First initial. (Year published). Article title. Journal, Volume (Issue), Page(s).
  • Websites: Website name, (Year published). Page title. [Online] Available at: URL [Accessed Day Mo. Year]

Understanding your results

The great thing with competency-based training is that you are either deemed ‘competent’ (you can demonstrate the required skills and knowledge) or ‘not yet competent’ (at this time, you haven’t been able to demonstrate required skills or knowledge). The key word is “YET”.

Your trainer will provide you with feedback on your assessments so that you know what you have done well in your assessment and what you need to improve upon or fix. An “NYC” result does not mean that you have failed and that is it. You have the opportunity to try again.  It could be that one question in your assessment was deemed not yet satisfactory (NS) and this is the only question that will require review.

Assessment outcomes

Each assessment task will be given an outcome of either Satisfactory (S) or Not Yet Satisfactory (NYS). You must complete all tasks satisfactorily to achieve an overall outcome of Competent (C) for a unit. If one or more of tasks are assessed as not yet satisfactory, you will be given an overall outcome for the unit of Not Yet Competent (NYC).

You will be allowed up to two (2) reassessments attempts to complete each task and achieve a satisfactory outcome. You will be given a timeframe for resubmission and advised what you must include in the resubmission.

There is an Assessment Task # – Outcome Record incorporated within an Assessment Cover Sheet at the beginning of each discreet assessment activity. Assessors will complete the Outcome Record section for each assessment activity. The summary of the outcomes will be transferred to the Overall Unit – Record of Assessment Outcomes located on the reverse of the first page Cover sheet of this Student Assessment Booklet..

Assessors Note -the Overall Unit – Record of Assessment Outcomes will become the first page of the submitted work when completed (by reversing the first page Cover sheet of this Student Assessment Booklet.)

 Results legend

C	Competent	You have successfully completed unit and met the minimum competency criteria and demonstrated the required skills and knowledge.
NYC	Not Yet Competent	You have not met minimum competency criteria for the unit. Certain section/s require review due to not meeting the requirements and, therefore, your work is deemed not yet competent. Note: If you have had an initial assessment, a first reassessment and then a final reassessment, you will no longer have an opportunity to resubmit.  You will receive a “NYC” and have to re-enrol in the unit.
S	Satisfactory	Individual assessment/question is satisfactory.
NYS	Not Satisfactory	Individual assessment/question is not a satisfactory result for a specific assessment activity.

Assessment attempts and resubmissions

You will have up to three (3) attempts to achieve a satisfactory outcome for each assessment. If after three (3) attempts you cannot achieve a satisfactory result for any assessment activity, the overall outcome with be Not Yet Competent (NYC) for the unit.

Resubmission

You will be given the opportunity to resubmit a Not Yet Satisfactory (NYS) assessment task up to two (2) times. Following the assessment outcome, you will be given appropriate feedback on previous attempt. This will enable you to have a total of three (3) attempts.

Timeframe

You will be provided with an appropriate timeframe by your trainer to resubmit your work. For example, you may be given 14 days to resubmit incorrect responses to written tasks or projects. Should you be required to complete a roleplay or presentation, your assessor will make an appointment time, which suits both of you.

Records

The Assessment Task # – Outcome Record at the start of each assessment activity, includes a space to record the details of any reattempts and resubmissions. Assessors must ensure that this is comprehensively detailed so that anybody reviewing the assessment record can tell exactly what occurred, when it occurred, how it occurred, who was involved and where any further evidence is located. Assessors must also make reference to ensuring that any reattempt or resubmission has been assessed in accordance with the model responses and performance descriptors included in the Assessor’s Marking Guide.

Assessment task cover sheet

At the beginning of each individual assessment task, you will find an Assessment Task Cover Sheet. Please fill out your student  details  on each cover Sheet and make sure you sign the student declaration.

Your assessor will complete the Outcome Record section and give you feedback about how well you went in each task. This will be written on the Assessment Task Cover Sheet.

Assessment appeals

You have the right to appeal an assessment decision. To make an appeal about an assessment decision, you must follow the process outlined in the Student Handbook.

Note that the Overall Unit – Record of Assessment Outcomes contains a section which says “Does the student wish to appeal the result?     □ YES   □ NO”

Assessors must ensure that the appropriate box is ticked, after conferring with the student if necessary.

ASSESSMENT OVERVIEW

This Student Assessment Booklet includes all your tasks for assessment of BSBSTR602 Develop organisational strategies.

About your assessments

There are four (4) assessment tasks for this unit. You must satisfactorily complete all tasks to achieve competency for this unit.

Assessment Task	About this task
Assessment Task 1: Written Questions	You must correctly answer all fourteen (14) questions to show that you understand the knowledge required for this unit.
	Evidence required You must submit §  All completed questions.
Assessment Task 2: Organisational Vision and Mission Project	You must conduct research and write a report, followed by a meeting with Senior Managers to confirm organisational vision, mission and values and strategic objectives.
	Evidence required You must submit §  Written Report
Assessment Task 3: Develop Strategic Plan & Conduct Meeting	You must develop a Strategic Plan for Native Bush Spices Australia and conduct a meeting to communicate the plan and gain approval.
	Evidence required You must submit §  Strategic Plan
Assessment Task 4: Performance Monitoring Project	You must monitor and make recommendations to the strategic plan.
	Evidence required You must submit §  Strategic Plan Monitoring Report

How to submit your assessments

When you have completed each assessment task you will need to submit it to your assessor.

Instructions about submitting your work can be found at the beginning of each assessment task.

Make sure you photocopy your written activities before you submit them. Your assessor will put the documents you submit into your student file. These will not be returned to you.

ASSESSMENT TASK COVER SHEET and TASK OUTCOME RECORD– ASSESSMENT TASK 1

Student: Please fill out your details and date of submission and complete the declaration. Keep a copy of your submission.

Student Name
Student ID
Date of submission
Course / Qualification	BSB60420 Advanced Diploma of Leadership and Management
Unit(s)	BSBSTR602 Develop organisational strategies

Student declaration

I <Insert your name>__________________________________________declare that this is my own work and:

□ None of this work has been completed by any other person.

□ I have not cheated or plagiarised the work or colluded with any other student/s.

□ I have correctly referenced all resources and reference texts throughout these assessment tasks.

□ I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student Signature: _______________________________________________________________________

Assessor to complete
Assessment requirements	Satisfactory/ Not satisfactory	Attempt (pls circle)
Written questions completed		1    2    3
Overall Outcome for Assessment Task 1:

ASSESSOR FEEDBACK – Detail any gaps identified and any reassessment requirements

(if more space is required, continue on reverse of this page)

Assessors: Please provide a copy of this cover sheet to the student with assessment results and feedback. The original copy must be supplied to the office and kept on the student’s file with the evidence._

Assessor Signature:  ………………………………………………………………………………………Date: ………………./…………………/…………….

Assessor Name: ________________________________________________________________________________

Authenticity Check
Student Name:
Student ID:
Unit of Competency: BSBSTR602 Develop organisational strategies
Assessor Use Only
I confirm that I have checked this completed student assessment item and confirm (Assessor must tick one of the following): ¨  I have checked the authenticity of this work and am unable to detect any form of plagiarism, collusion or cheating and believe the contents of the submission is the students own work. ¨  I have checked the authenticity of this work and have identified potential instances of plagiarism, collusion or cheating. A detailed file note is attached to this completed assessment item, detailing the issues of concern, which will be submitted to the Director of Studies for further investigations and action. The student has been marked Not Yet Satisfactory in this assessment.
Assessor Signature:		Date checked:

ASSESSMENT TASK 1: WRITTEN QUESTIONS

Task Summary

You are required to answer all fourteen (14) questions correctly in this task.

You will have ninety (90) minutes to complete this assessment.

Resources and Equipment Required to Complete This Task

• Student Leaner materials for this Unit
• Computer
• Access to the Internet

Note: Clinton Institute provides students with access to learning materials, a computer and internet.

When and Where Do I Complete This Task?

This task is to be completed in the classroom. Your assessor will advise on the date(s) and time(s) of the assessment.

What Do I Need to Submit and Do?

What do you need to do?	What evidence is required?
Complete all fourteen (14) questions.	You will need to submit your answers to all fourteen (14) questions.

Decision Making Rules

Assessors will compare student responses/performance with the model responses and performance descriptors contained in the Assessors Marking Guide. Your responses do not have to be verbatim (unless otherwise specified), but must convey the same meaning as each component listed. Similarly, you do not have to perform exactly as described in the marking guide (unless otherwise specified), but you must address each performance component listed.

You must achieve a satisfactory result for every question and component to achieve a satisfactory result for this assessment task.

What Happens If I Get Something Wrong?

If your assessor sees that you have not completed all parts of this task satisfactorily, the details of resubmission will be advised by your Assessor in writing and discussed with you directly.

Instructions

• This is an open book assessment – you can use your learning materials as reference.
• You need to answer all questions correctly
• You must answer the questions by writing in the space provided and/ or you may complete using softcopy tasks or templates electronically when provided.
• If you need more space, you can use extra paper. Make sure you write on each extra piece of paper your name and the question number/s you are answering.

Assessor will tick either □ Satisfactory OR □ Not yet satisfactory for each question and sub-questions.

Assessment Task 1: Written Questions

Question 1

Outline two (2) techniques/methods for developing organisational values.

1	The present culture of the organization should be assessed. □ Satisfactory OR □ Not yet satisfactory
2	The strategic plan of business should be effectively reviewed (Odor, 2018). □ Satisfactory OR □ Not yet satisfactory
Overall Outcome for Question 1:  □ Satisfactory OR □ Not yet satisfactory

Question 2

What is the purpose of a SWOT analysis in a strategic planning process?

The SWOT analysis is a tremendously beneficial tool for decision-making and understanding for mainly entire sorts of circumstances in organizations and businesses. It assists in seeing how the organization stands out in a particular market (Odor, 2018).

Outcome for Question 2:  □ Satisfactory OR □ Not yet satisfactory

Question 3

Outline below, each component of a SWOT analysis

Component 1 __Strengths___________	These are the competitive skill, experience or advantage that improves the position of the organization in the market. □ Satisfactory OR □ Not yet satisfactory
Component 2 ___Weakness__________	These are the aspects that decrease the ability of an organization for achieving its goals. □ Satisfactory OR □ Not yet satisfactory
Component 3 ____Opportunities_________	These are the exterior factors that permit the business to develop and be further profitable. □ Satisfactory OR □ Not yet satisfactory
Component 4   ____Threats_________	These are the exterior obstacles that the business should overcome (Sarsby, 2016). □ Satisfactory OR □ Not yet satisfactory
Overall Outcome for Question 3:  □ Satisfactory OR □ Not yet satisfactory

Question 4

What is the purpose of a PESTLE analysis in a strategic planning process?

PESTLE analysis is the tool of strategic planning that is utilized for determining many aspects that impact the environment of the market for the organization. The purpose of PESTLE analysis is mainly to establish a reflective understanding of the exterior environment where the company operates.

Outcome for Question 4:  □ Satisfactory OR □ Not yet satisfactory

Question 5

List six (6) questions you should ask when conducting a PESTLE analysis?

Questions you should ask when conducting a PESTLE analysis	1)	What policies of trading affect business? □ Satisfactory OR □ Not yet satisfactory
	2)	What issues of the environment must be addressed? □ Satisfactory OR □ Not yet satisfactory
	3)	How much do trends of globalization implicate the share of the market? □ Satisfactory OR □ Not yet satisfactory
	4)	What kinds of tax should be followed? □ Satisfactory OR □ Not yet satisfactory
	5)	How do the opinions of consumers change related to service or product? □ Satisfactory OR □ Not yet satisfactory
	6)	What kind of technology is crucial for daily operations? □ Satisfactory OR □ Not yet satisfactory
Overall Outcome for Question 5: □ Satisfactory OR □ Not yet satisfactory

Question 6

Provide an example of two (2) risks and two (2) related risk management strategies, in relation to strategic planning in the following categories:

• Intellectual property rights and responsibilities
• Inadequate resources
• Increasing competition

Category	#	Example of two (2) related risks	Example of two (2) related risk management strategies.
Intellectual property rights and responsibilities	1	The product is being utilized by other organizations	1. Ideas and products should be researched for determining the present competition 2. Research should be conducted after the application of the products. □ Satisfactory OR □ Not yet satisfactory
	2	The product is the same as the competitor	1. Copyright should be created 2. Product design should be registered □ Satisfactory OR □ Not yet satisfactory
Inadequate resources	1	Objectives of the organization are not achieved	1. Training should be given to staff 2. Hire staff with sufficient skills □ Satisfactory OR □ Not yet satisfactory
	2	KPIs are not achieved	1. Conduct gap analysis 2. Important resources should be acquired □ Satisfactory OR □ Not yet satisfactory
Increasing competition	1	Share of the market is taken by competitors	1. Activities in the market should be increased 2. Overheads should be decreased □ Satisfactory OR □ Not yet satisfactory
	2	Dilution of brand	1. New plans should be developed 2. Competitive edge should be developed □ Satisfactory OR □ Not yet satisfactory
Overall Outcome for Question 6:  □ Satisfactory OR □ Not yet satisfactory

Question 7

What is the general duration of trade mark registration?

The general duration of registration of trade mark is 10 years (Sarsby, 2016).

Outcome for Question 7:  □ Satisfactory OR □ Not yet satisfactory

Question 8

What is the general duration of copyright protection?

According to general rules, copyrights last for 60 years. The author’s death is used as a starting point for calculating the 60-year period for original literary, dramatic, musical, and artistic works (Castaldi, 2018).

Outcome for Question 8:  □ Satisfactory OR □ Not yet satisfactory

Question 9

Outline the following legislation, regulations and codes of practice relevant to an organisations strategic plan.

Trade Marks Act 1995	As part of this Act, trademarks can be registered, collective trademarks can be registered, certification trademarks can be registered, and defensive trademarks can be registered (for a definition of these terms see sections 17, 162, 169, and 185, respectively). Registration also confers rights that are protected through the Act (Castaldi, 2018). □ Satisfactory OR □ Not yet satisfactory
Design regulations 2004	To overcome the identified problems with the Designs Act 1906, the Designs Act 2003 was passed. A simpler registration process, a clearer threshold for registrability, and an enhanced infringement test were following the Designs Act 2003 to enhance the value of registered designs for owners. This act implements the new design system by setting up the new procedure and process which are related the inter alia to: 1) For a design application the need for filing. 2) For the checking of formalities, publications, registration, and design examination. 3) For the withdrawals, amendments, and applications lapsing. □ Satisfactory OR □ Not yet satisfactory
Administrative and support services industry fact sheet (Codes of practice)	In addition to administration, hire and place personnel, prepare documents, take orders from the customers, collect payments for claims, arrange travel, provide security & surveillance, clean buildings, and package & label products, these activities are involved as well. □ Satisfactory OR □ Not yet satisfactory
Overall Outcome for Question 9:  □ Satisfactory OR □ Not yet satisfactory

Question 10

Identify one (1) internal and one (1) external sources of information relevant to the following:

• Organisation’s Market
• Competitors
• Customer Base
• Vision
• Values
• Capabilities

Category	Internal source of information	External source of information
Organisation’s Market	Data of sales	Report of external □ satisfactory or □ not yet satisfactory
Competitors	Feedback from the staff	Websites □ satisfactory or □ not yet satisfactory
Customer Base	Data base of clients	Feedback from the customers □ satisfactory or □ not yet satisfactory
Vision	Report of management	Feedback from the stakeholders □ satisfactory or □ not yet satisfactory
Values	Report of management (Ratcliff, et al., 2018)	Feedback from the stakeholders □ satisfactory or □ not yet satisfactory
Overall Outcome for Question 10:  □ Satisfactory OR □ Not yet satisfactory

Question 11

Outline at least two (2) methods for conducting capability assessment of competitor organisations

Outline two (2) techniques/methods for developing organisational values.

1	For conducting the competitor organization’s capability assessment target market analysis can be conducted. By identifying the customer’s group characteristics target market can be analyzed. For developing the organizational values current organizational culture can be assessed (Mengist, et al., 2020). □ Satisfactory OR □ Not yet satisfactory
2	For conducting the competitor organization’s capability assessment from the annual reports data can be analyzed- data includes the profits, revenues, and customer numbers. For developing the values of the organization strategic business plan of the organization can be reviewed. □ Satisfactory OR □ Not yet satisfactory
Overall Outcome for Question 11:  □ Satisfactory OR □ Not yet satisfactory

Question 12

Outline the five (5) key features/characteristics of cooperative ventures

1.	Shared objectives- 1.       For the venture when the two or more parties have shared objectives. 2.       When there are two or more parties and they have the same objective to reach (Legese, et al., 2020). □ Satisfactory OR □ Not yet satisfactory
2.	When the purpose is specific 1.       In the venture agreement and when the purpose is stated clearly. 2.       When the venture is set usually on the purpose which is pre-determined. □ satisfactory or □ not yet satisfactory
3.	Sharing of profit 1.       When as per the venture agreement ratio, profit is shared by two or more parties. □ satisfactory or □ not yet satisfactory
4.	According to investment sharing, profit is shared by the involved parties. □ satisfactory or □ not yet satisfactory
5.	Temporary in the nature 2.       Generally cooperative ventures are prepared for the certain duration. 3.       When the cooperative venture is achieved first it is dissolved (Agarwal, & Dorin, 2019). □ satisfactory or □ not yet satisfactory
Overall Outcome for Question 12:  □ Satisfactory OR □ Not yet satisfactory

Question 13

Outlined each of the following methods of conducting cost benefit analysis

1. Return on investment (ROI)

Using Return on investment, you can measure how much you can earn and save by implementing a program or solution in comparison to how much you will spend. When ROI is compared with the CBA, CBA is more comprehensive and it attempts to quantify both intangible & tangible benefits and costs (Bhagwan, et al., 2018). □ Satisfactory OR □ Not yet satisfactory

1. Net present value (NPV)

When evaluating a project, NPV refers to the difference between the PV of the advantages & the PV of the costs. In the event that the NPV is greater than zero, it is therefore economically justified to proceed with the project. to calculate the NPV the formula which can be used- NPV equal to the sigma total future benefits present value- sigma total future costs present value (Bam, et al., 2018). □ Satisfactory OR □ Not yet satisfactory

1. Benefit-cost ratio (BCR)

The Benefit-Cost approach, on the other hand, calculates the ratio of the present value of all the benefits related with a project against its present value of all the costs. To calculate the BCR to formula which is used – BCR is equal to sigma total future benefits present value/sigma total future costs present value □ Satisfactory OR □ Not yet satisfactory

Overall Outcome for Question 13:  □ Satisfactory OR □ Not yet satisfactory

Question 14

Outline at least two (2) components of due diligence processes and why each component is necessary for joint ventures

Legal action 1.     It refers to any past claims or ongoing claims, legal inquiries, counterclaims, investigations, lawsuits, or arbitrations. 2.     Legal action records by the organization should be reviewed. 3.     This component is necessary for the joint venture as it helps in evaluating the potential charges of legal settlement or due to ongoing legal actions risk to the reputation. □ Satisfactory OR □ Not yet satisfactory

Financial statement and affairs 1.     It is the written report which provides information regarding the financial performance of the business and the business’s financial position. Financial affairs can be known as recent transactions or information. 2.     For the joint venture this component is necessary as helps in verifying the report number accuracy, it also helps in understanding the business performance drivers and recognizing any kind of risk to the business. □ Satisfactory OR □ Not yet satisfactory

Overall Outcome for Question 14:  □ Satisfactory OR □ Not yet satisfactory

What do I need to hand in for this task?	Have I completed this?
Your answers to each of the fourteen (14) questions	□

ASSESSMENT TASK COVER SHEET and TASK OUTCOME RECORD – ASSESSMENT TASK 2

Student: Please fill out your details and date of submission and complete the declaration. Keep a copy of your submission.

Student Name
Student ID
Date of submission
Course / Qualification	BSB60420 Advanced Diploma of Leadership and Management
Unit(s)	BSBSTR602 Develop organisational strategies

Student declaration

I <Insert your name>__________________________________________declare that this is my own work and:

□ None of this work has been completed by any other person.

□ I have not cheated or plagiarised the work or colluded with any other student/s.

□ I have correctly referenced all resources and reference texts throughout these assessment tasks.

□ I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student Signature: ______________________________________________________________________________

Assessor to complete
Assessment requirements	Satisfactory/ Not satisfactory	Attempt (pls circle)
Activity 1: Conduct research and write a report		1     2     3
Activity 2: Participate in a Native Bush Spices Australia Meeting (Roleplay)		1     2     3
Overall Outcome for Assessment Task 2:

ASSESSOR FEEDBACK – Detail any gaps identified and any reassessment requirements

(if more space is required, continue on reverse of this page)

Assessors: Please provide a copy of this cover sheet to the student with assessment results and feedback. The original copy must be supplied to the office and kept on the student’s file with the evidence.

Assessor Signature:  ………………………………………………………………………………………Date: ………………./…………………/…………….

Assessor Name: _______________________________________________________________________________

Authenticity Check
Student Name:
Student ID:
Unit of Competency: BSBSTR602 Develop organisational strategies
Assessor Use Only
I confirm that I have checked this completed student assessment item and confirm (Assessor must tick one of the following): ¨  I have checked the authenticity of this work and am unable to detect any form of plagiarism, collusion or cheating and believe the contents of the submission is the students own work. ¨  I have checked the authenticity of this work and have identified potential instances of plagiarism, collusion or cheating. A detailed file note is attached to this completed assessment item, detailing the issues of concern, which will be submitted to the Director of Studies for further investigations and action. The student has been marked Not Yet Satisfactory in this assessment.
Assessor Signature:		Date checked:

ASSESSMENT TASK 2: ORGANISATIONAL VISION AND MISSION PROJECT

Task Summary

There are two (2) activities to this Assessment Task:

Activity 1: Conduct research and write a report

Activity 2: Participate in a Native Bush Spices Australia Meeting

You will have a total of four (4) hours to complete this assessment task, which may be undertaken in more than one session. This time includes a maximum of twenty (20) minutes to undertake the roleplay (Activity 2).

Resources and Equipment Required to Complete This Task

• Computer and Microsoft Office
• Access to the internet for research
• Meeting space
• Meeting participants

Note: Clinton Institute provides students with access to learning materials, a computer and internet.

When and Where Should the Task be Completed?

This task is to be completed in the classroom. Your assessor will advise on the date(s) and time(s) of the assessment.

What do I Need to Submit and Do?

What you need to do:	What evidence is required:
Conduct research and write a report	You need to submit your report
Participate in a strategic planning meeting	Nothing, however your assessor will complete an observation checklist.

Decision Making Rules

Assessors will compare student responses/performance with the model responses and performance descriptors contained in the Assessors Marking Guide. Your responses do not have to be verbatim (unless otherwise specified), but must convey the same meaning as each component listed. Similarly, you do not have to perform exactly as described in the marking guide (unless otherwise specified), but you must address each performance components listed.

You must achieve a satisfactory result for every question and component to achieve a satisfactory result for this assessment activity.

What Happens If I Get Something Wrong?

If your assessor sees that you have not completed all parts of this task satisfactorily, the details of resubmission will be advised by your Assessor in writing and discussed with you directly.

Instructions To Student

Case Study – Background Information Native Bush Spices Australia is based in Coffs Harbour, NSW. The business was established in 2010 to cater for a demand for Australian native food products. The company has organic certification. The company manufactures and retails a range of organic, Australian native foods including: ·         Native herbs and spices ·         Native herbal teas ·         Native fruit jams and conserves Currently the business is selling its products through a number of small supermarkets and health stores throughout Australia. The company also has a website through which products can be ordered. The company’s overall business objectives for the next three years are to increase sales and create brand awareness, develop a broader product range, as well as expand into overseas markets. The company is also considering options for alliance marketing. The company is also looking at moving into international markets, namely South-East Asia – specifically Hong Kong, Japan and Singapore. The company’s target customers are those that enjoy gourmet foods. The age range of Australian consumers buying products is between 35 and 65 and most consumers are health conscious, care about protecting the environment and have an average income of $80,000. The company currently employs the following staff in its head office: CEO, Operations Manager, Marketing and Sales Manager, Administration Manager and Customer Service Officer. Around 10 staff are employed in the factory making and distributing the products. Although the company does not have a formal strategic plan, the following information is included on its website about its mission, vision and values. Mission Statement Native Bush Spices Australia is committed to providing the highest quality product to all its clients. Vision We are constantly working to establish ourselves as the most respected and sought-after supplier of native bush spices. Values Respect: taking time to understand and value each of our customers and respecting their choices. Responsibility: acting with integrity towards our staff, our customers, the community and the environment. Caring: a duty of care for our staff, customers and the environment. Excellence: to always look to provide the best quality product and customer service. Integrity: to act with honesty, openness and do what we say we will do. Innovation: to be industry leaders.

 Activity 1

Conduct Research and Write a Report

Review the background information on Native Bush Spices Australia (NBSA), and write a report. This report will be used to develop Native Bush Spices Australia Strategic Plan.  Review Native Bush Spices Australia’s Mission, Vision and Values and research similar companies to Native Bush Spices Australia and compare their Mission Statement, Vision and Values to determine whether NBSA Mission Statement, Vision and Values are clear enough to guide operations.

Use the template provided to write a report for Native Bush Spices Australia, ensuring it includes each of the following:

1. NBS current Mission Statement, Vision and Values
2. Make changes or refinement to the Vision or Mission Statement, to be more informative and clearer.
3. Refine the organisational values to support the Vision and Mission Statement you have revised.
4. Complete a PESTLE analysis on Native Bush Spices Australia
5. Complete a SWOT Analysis
6. Research and identify two (2) existing competitors and list the strengths and weaknesses of each
7. Research and identify two (2) potential competitors and list the strengths and weaknesses of each
8. From your research on existing and potential competitors, identify one (1) with similar organisational Mission Statement, Vision and Values, that you believe to be a good candidate for Native Bush Spices Australia to consider a joint venture.
9. Submit your written report to your assessor in hard copy.

Research and Analysis Report NATIVE BUSH SPICES AUSTRALIA
Author of Report:
Outline the organizations strategic objectives for the next three (3) years		The strategic objectives of the organization for 3 years are: 1. To maximize sales and to create awareness of the brand. 2. To expand the business into international markets mainly Singapore, Japan and Hong Kong 3. To do alliance marketing 4. To develop a broader range of product
1	Current Mission Statement, Vision and Values	The current statement of mission is to provide the greatest quality of products to entire clients. The vision of NBSA is to establish the organization as a highly respected and also pursued-after supplier of the spices of native bush. The values of the organization include innovation, integrity, excellence, caring, responsibility and respect.
2	Revised Mission Statement or Vision	The revised statement of mission is to grow and sell fresh and quality products of seasoning that mainly enhance and simplify the cooking experience of consumers. The revised statement of vision is to influence efficiency and knowledge through the scale of the global group (Cassidy, 2016).
3	Revised Values to support the Vision and Mission Statement	Revised values are exceptional and quality practice, partnerships of consumer and supplier, the strong performance of finance, and sustainability.
4	Complete a PESTLE analysis	P	E	S	T	E	L
		1. Local legislation and regulations 2. Legislation and regulations requirements in Japan, Hong Kong and Singapore	1. Fluctuations in economic conditions of Australia 2. Economic environment of Japan, Hong Kong and Singapore	1. Consciousness of health in consumers 2. Demands and preferences of consumers	1. Modern trends in technology 2. Automation	1. Different environmental conditions in Australia 2. Changes in climatic conditions of Japan, Hong Kong and Singapore	1. Standards of safety in Australia   2. Standards of safety in Japan, Hong Kong and Singapore
5	Complete a SWOT/R Analysis	Strengths			Weaknesses
		1. High Quality 2. Strong presence in the market 3. Good leadership 4. Good relation with supplier			1. Do not have a strategic plan 2. Low diffusion in the overseas market 3. Poor marketing strategies
		Opportunities			Threats/ Risks
		Expansion in overseas markets New range of products Alliance marketing (Cassidy, 2016).			1. High competition 2. Financial risks
6	Research and identify two (2) existing competitors List the strengths and weaknesses of each You must list a minimum of Two (2) strengths and two (2) Weaknesses.	Name of Similar Company # 1			Name of Similar company #2
		Australian Herb and Spice Industry Association			Aussie Spices online
		Company’s Strengths			Company’s Strengths
		1) Massive knowledge of spices 2) Long-duration experience			1) Diversity in the cultivation of spices 2) Ownership of land of spices
		Company’s Weaknesses			Company’s Weaknesses
		1) Lack of available resources 2) Lack of technology			1) Lack of knowledge of spices 2) Lack of management of business
7	Research and identify two (2) potential competitors List the strengths and weaknesses of each You must list a minimum of Two (2) strengths and two (2)Weaknesses.	Name of Similar Company # 1			Name of Similar company #2
		Oostra Spices			Spice Zen
		Company’s Strengths			Company’s Strengths
		1) Fastest developing industry of spices 2) Increment in number of exports			1) Easy accessibility of raw materials 2) Better skills in entrepreneurship and management of business (Perera, 2017).
		Company’s Weaknesses			Company’s Weaknesses
		1) Less manpower available 2) Less accessibility of raw materials			1) Less storage space 2) Higher cost of transportation
8	Joint Venture Consideration Recommend an ideal Joint Venture partner and outline why.	The ideal Joint Venture Partner for Native Bush Spices Australia can be Spice Group as it delivers excellence in service, innovation and creativity. It offers exclusive services and also it has the business of catering and event management. The revenue of the company is also good. It has great experience of business and also has a wider knowledge of spices. It also has its land and manpower (Perera, 2017).

Activity 2

Native Bush Spices Australia Meeting #1  (Roleplay)

You are required to conduct a meeting with the CEO (this will be your assessor) and senior managers, to discuss your research and to gain support for the revised organisational vision, mission and values statements. In addition, discuss your ideas about co-operative ventures and listen to the ideas provided by the team.

During the meeting you must:

• Discuss the revisions you have suggested to the organisational vision and mission, and check with the CEO, that these revisions will be supported.
• Seek advice from the CEO and senior managers (who are each reputed experts in the industry), on your proposed joint venture idea
• Check that your analysis of Internal and external environment in your report is consistent with the CEO’s perspective.
• Validate finding in your report (PESTEL & SWOT)
• Participate in discussions using listening and questioning to elicit views of others and to clarify/ confirm understanding
• Seek support for the strategic planning process from the CEO and senior managers.

Roleplay Cast:

As a minimum the following individuals will be at the meeting;

• Planning Consultant (student being assessed)
• CEO/ Industry expert (Assessor)
• Operational Manager (Classmate)
• Marketing and Sales Manager (also an industry expert) (Classmate)

General instructions for all role players include:

• Participate in/ acknowledge information communicated.

Specific instructions will be provided by the Assessor for the other role players.

Student Note:  The script for specific role players in general in nature, so that the student being assessed can respond in real time, without notice.

 Meeting 1

Date- 29th august 2022 Time- 1:00 pm Location- meeting room Attendees- CEO, team members, and senior managers Manager- hello everyone, good afternoon, thank you so much for coming on such a short notice Team members- hello sir good afternoon Manager- today we are gathered here to discuss the mission statement, vision, and values of the Native Bush Species Australia. Senior manager- okay sure Manager- so at present the mission statement of the organization is to provide the highest quality of services to clients, our vision is to work continuously to establish the organization as the most sought-after supplier and most respected of the native bush spices. Our values are respect, responsibility, caring, excellence, integrity, and innovation. CEO and senior managers- okay, so what are our revised mission, vision, and values? Manager- our revised mission statement is that we grow and sell fresh, good-quality seasoning products which enhance and simplify the cooking experience of consumers. Our vision is to leverage efficiency and knowledge through a global group scale. Our values are to provide quality and exceptional practices, supplier and customer partnership, sustainability and values, and strong financial performance. Is there is need to make any changes to these? CEO and senior managers- no, we don’t think so there is a need to make any changes. They are just perfect. Manager- I have also an idea of a joint venture with the species group because they are one of the eldest organizations and they also function in catering and event management. They also have a huge market share so it will be beneficial for us. CEO- yes, the joint venture with the spices group is a great idea and it will also help to increase our customer base. You just need to develop new marketing stray and timely provide training to the employees about the changes. Manager- – okay sure sir. I have sent you the research and analysis report in which I have conducted swot and pest analysis. Is there a need to make any changes to that? CEO- no, I don’t think so. They all are good. You have a great job. Manager- thank your sir. I also wanted to seek your advice on the strategic planning process. Senior manager- in the strategic planning you should add objectives, strategies, and priories. You can also have mentioned roles and responsibilities, performance indicators, risk analysis, and time frame. You can also conduct the cost-benefit analysis. Manager- okay sir your sir. This will help me a lot.

NBSA Staff Meeting #1 (Roleplay)

Observation Checklist

Name of student being assessed (Chair & Roleplay as Planning Consultant):
Location of meeting:
Assessor Name: Roleplay as CEO
Other roles played, participating in the  meeting:	Operational Manager Marketing and Sales Manager
Assessors are to write “S” or “NYS” for each line item (row). If the student gets the item correct on the first attempt, the second and third attempt columns do not have to be completed. If a student gets the item correct on the second attempt, there will be a “NYS” on the first attempt, a “S” on the second attempt and the third attempt will be left blank. Students are allowed a total of three attempts. Note that to obtain a satisfactory outcome for this assessment activity, students must achieve a satisfactory outcome for every line item and each sub point.

Date:
Did the Student:		Comment if required	Attempt 1	Attempt 2			Attempt 3
1.       Discuss revisions to organisational vision and mission, and check with the CEO and senior managers that these will be supported.
2.       Seek advice from the CEO & Marketing Manager (industry experts), on proposed joint venture idea
3.       Check that analysis of Internal and external environment in  report is consistent with the CEO’s perspective.
4.       Validate finding in their report (PESTEL & SWOT)
5.       Use listening and questioning to elicit views of others and to clarify/ confirm understanding
6.       Seek support of the strategic planning process from the CEO & senior managers
Outcome for Task:  □ Satisfactory OR □ Not yet satisfactory
Assessors Comments (Assessors must insert a comment to explain any instance where a student does not achieve a satisfactory outcome for a specific item).
Assessors Signature:					Date:

What do I need to hand in for this task?	Have I completed this?
Written Report	o

ASSESSMENT TASK COVER SHEET and TASK OUTCOME RECORD – ASSESSMENT TASK 3

Student: Please fill out your details and date of submission and complete the declaration. Keep a copy of your submission.

Student Name
Student ID
Date of submission
Course / Qualification	BSB60420 Advanced Diploma of Leadership and Management
Unit(s)	BSBSTR602 Develop organisational strategies

Student declaration

I <Insert your name>__________________________________________declare that this is my own work and:

□ None of this work has been completed by any other person.

□ I have not cheated or plagiarised the work or colluded with any other student/s.

□ I have correctly referenced all resources and reference texts throughout these assessment tasks.

□ I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student Signature: __________________________________________________________________

Assessor to complete
Assessment requirements	Satisfactory/ Not satisfactory	Attempt (pls circle)
Activity 1:  develop a Strategic Plan for Native Bush Spices Australia		1     2     3
Activity 2: conduct a strategic planning meeting (Roleplay)		1     2     3
Overall Outcome for Assessment Task 3:

ASSESSOR FEEDBACK – Detail any gaps identified and any reassessment requirements

(if more space is required, continue on reverse of this page)

Assessors: Please provide a copy of this cover sheet to the student with assessment results and feedback. The original copy must be supplied to the office and kept on the student’s file with the evidence

Assessor Signature:  ………………………………………………………………………………………Date: ………………./…………………/…………….

Assessor Name: ________________________________________________________________________________

Authenticity Check
Student Name:
Student ID:
Unit of Competency: BSBSTR602 Develop organisational strategies
Assessor Use Only
I confirm that I have checked this completed student assessment item and confirm (Assessor must tick one of the following): ¨  I have checked the authenticity of this work and am unable to detect any form of plagiarism, collusion or cheating and believe the contents of the submission is the students own work. ¨  I have checked the authenticity of this work and have identified potential instances of plagiarism, collusion or cheating. A detailed file note is attached to this completed assessment item, detailing the issues of concern, which will be submitted to the Director of Studies for further investigations and action. The student has been marked Not Yet Satisfactory in this assessment.
Assessor Signature:		Date checked:

ASSESSMENT TASK 3: DEVELOP STRATEGIC PLAN & CONDUCT MEETING (Roleplay)

Task Summary

There are two (2) parts to this assessment task:

• Activity 1: You are required to develop a Strategic Plan for Native Bush Spices Australia (NBSA)
• Activity 2: You are required to conduct a strategic planning meeting.

You will be given six (6) hours in total to complete this assessment, which may be undertaken in more than one session.

Resources and Equipment Required to Complete this Task

• Computer with Microsoft Office
• Access to the internet for research
• Handout – Strategic Plan Template
• Handout – Expansion Budget and Projections
• Handout – Capacity Statement
• Meeting space
• Roleplay participants

Note: Clinton Institute will provide all the forementioned to complete this assessment

When and Where Should the Task be Completed?

This task is to be completed in the classroom. Your assessor will advise on the date(s) and time(s) of the assessment.

What Do I Need to Submit and Do?

What you need to do:	What evidence is required:
develop a Strategic Plan for Native Bush Spices Australia	You need to submit your Strategic Plan
conduct a strategic planning meeting.	Nothing, however your assessor will complete an observation checklist

Decision Making Rules

Assessors will compare student responses/performance with the model responses and performance descriptors contained in the Assessors Marking Guide. Your responses do not have to be verbatim (unless otherwise specified), but must convey the same meaning as each component listed. Similarly, you do not have to perform exactly as described in the marking guide (unless otherwise specified), but you must address each performance components listed.

You must achieve a satisfactory result for every question and component to achieve a satisfactory result for this assessment activity.

What Happens If I Get Something Wrong?

If your assessor sees that you have not completed all parts of this task satisfactorily, the details of resubmission will be advised by your Assessor in writing and discussed with you directly.

Instructions To Student

Case Study – Background Information Following on from Assessment Task 2, Native Bush Spices Australia has provided you with a required workplace template to develop their Strategic Plan. Local Market Over the past few years, sales have steadily increased by 10-12% each year and expected to continue to grow at the same rate for the next three (3) years. Potential International Market The Operations Manager and CEO have recently completed a financial analysis on the expected costs to expand into Hong Kong, Japan and Singapore. They have also done some modelling on the expected sales in each country, to assist in determining a costs-benefit analysis. Strategic Directions 1)       Increase local sales and expand stockists and broaden customer base by a minimum of 10% each year for the next 3 years 2)       Increase brand awareness through a national television campaign over the next 6 months, with an aim to increase existing customer sales by 10% 3)       The CEO to undertake research and development over the next 12 months to broaden product range by a minimum of 5 new products 4)       Operations manager to undertake alliance marketing research over the next 9 months, to secure marketing opportunities which align with the company’s mission statement, vision and values. 5)       Undertake a cost benefit analysis to determine action/s for overseas expansion. Any actions recommended must ensure company financial viability and sustainability.

Activity 1

Develop a Native Bush Spices Australia (NBSA) Strategic Plan

Review the following workplace documents,

• Handout – Expansion Budget and Projections
• Handout – Capacity Statement

Use the Handout – Strategic Plan Template to develop a NBSA Strategic Plan for the next three (3) years.

You will need to make sure you complete all sections of the Plan and use clear and concise English. Your strategic plan will need to include specific actions to include each of the strategic objectives. You must include responsibilities and timelines for each action, as well as key performance indicators for each of the actions, ordered with the most urgent action first.

Ensure your Strategic Plan includes each of the following:

• Executive Summary
• Vision
• Mission
• Values
• Legislation, Regulations and Codes of Practice
• Strategic Objectives and Goals
• The Market
• PESTLE Analysis
• SWOT Analysis
• Joint Venture Consideration
• Cost Benefit Analysis
• Risk Analysis & Risk Management Plan
• Actions & initiatives (timelines, responsibilities, KPI’s)
• Provision for approval

1)    Executive Summary

Provide an overview of the business

Native Bush Spices Australia is located in Caffs Harbour, NSW. It was established in the year 2010 to mainly supply the demand for local food products in Australia. The organization has organic certification. The organization retails and manufactures a range of Australian organic local foods mainly including: 1. Native fruit conserves and jams 2. Native herbal teas 3. Native spices and herbs (Hopkin, 2018).

 2)    Vision

Include vision as confirmed at role play meeting

The vision of NBSA is to establish the organization as a highly respected and also pursued-after supplier of the spices of native bush and to influence efficiency and knowledge through the scale of the global group.

 3)    Mission Statement

Include mission as confirmed at role-play meeting

The statement of mission is to provide the greatest quality of products to entire clients and to grow and sell fresh and quality products of seasoning that mainly enhance and simplify the cooking experience of consumers.

4)    Our values are:

Include values as confirmed at role-play meeting

The values of the organization include innovation, integrity, excellence, caring, responsibility and respect, exceptional and quality practice, partnerships of consumers and suppliers, the strong performance of finance, and sustainability.

5)  Legislation, Regulations and Codes of Practice

List Legislation, Regulations and Codes of Practice relevant to this Strategic Plan 

Legislation, Regulations and Codes of Practice are given below: 1. Trade Mark Act 2. Rational Property 3. Insurance Policies and Procedures 4. Tax and finance structures 5. Work Health and Safety Act 6. Employment Conditions

 6)    Strategic Objectives and Goals

Include strategic objectives as confirmed in Assessment Task 2 – Activity 1

The strategic objectives and goals of the organization are: 1. To maximize sales and to create awareness of the brand. 2. To expand the business into international markets mainly Singapore, Japan and Hong Kong 3. To do alliance marketing 4. To develop a broader range of products (Hopkin, 2018).

7) The Market

Market characteristics & conditions

Current Competitors List a minimum of two (2)	1. Australian Herb and Spice Industry Association 2. Aussie Spices online
Current Consumer Profile:	1. All consumers are Australian 2. The range of age is between 35 to 65 years 3. They care for the environment 4. They are conscious of health 5. They like gourmet foods 6. Average yearly income of current customers is around $80,000 (Drahos, 2016).
Current Stockists	1. Stores of healthy food 2. Stores of grocery 3. Supermarkets of boutique style 4. Stores of gourmet 5. Stores of healthy food
Current Sales and trends	1. Investing mainly in future development 2. Assumed growth of around 10 to 12% every year, for the next 3 years 3. Maximized sales of around 10 to 12% from the year 2012
List Internal sources of information used to determine the MARKET	1. Case Study of Native Bush Spices Australia 2. Statement of Capacity BSBSTR602
List external sources of information used to determine the MARKET	1. Journals 2. Reference Guides 3. Magazines

7)  PESTLE Analysis

Include a PESTLE analysis here

P	E	S	T	E	L
1. Local legislation and regulations   2. Legislation and regulations requirements in Japan, Hong Kong and Singapore	1. Fluctuations in economic conditions of Australia 2. Economic environment of Japan, Hong Kong and Singapore	1. Consciousness of health in consumers   2. Demands and preferences of consumers	1. Modern trends in technology 2. Automation	1. Different environmental conditions in Australia   2. Changes in climatic conditions of Japan, Hong Kong and Singapore	1. Standards of safety in Australia 2. Standards of safety in Japan, Hong Kong and Singapore

 8)    SWOT/R Analysis

Include a SWOT/R analysis here

Strengths	Weaknesses
1. High Quality 2. Strong presence in the market 3. Good leadership 4. Good relation with supplier	1. Do not have a strategic plan 2. Low diffusion in the overseas market 3. Poor marketing strategies
Opportunities	Threats/ Risks
Expansion in overseas markets New range of products Alliance marketing	1. High competition 2. Financial risks

 9)    Joint Venture Consideration

This information is to be considered in conjunction with the Expansion Budget and Projections.

Joint venture consideration and establishment of cooperative ventures for overseas markets typically implies an assumption that cost and income would be shared 50/50.

10) Cost Benefit Analysis

Complete below the cost benefits analysis calculations as specified: 

NBSA Expansion Costs (No joint venture)
Total Budgeted Fixed Costs	$212,330
Total Average Budgeted Monthly Cost	$287,860
Total Annual Average Budgeted Cost	$3,666,650
Total Annual Projected Income	1,948,000
Total Project Profit/ Loss in the first year	(1,718,650)
Project total cost over two (2) years	$7,120,970
Total Projected Income over two (2) years	$5,488,000
Total projected Profit/ Loss in the first two (2) years	($1,632,970)
NBSA Expansion Costs (With Joint venture)
Total Budgeted Fixed Costs	$106,165
Total Average Budgeted Monthly Cost	$143,930
Total Annual Average Budgeted Cost	$1,833,325
Total Annual Projected Income	$974,000
Total Project Profit/ Loss in the first year	($859,325)
Project total cost over two (2) years	$3,560,485
Total Projected Income over two (2) years	$2,744.000
Total projected Profit/ Loss in the first two (2) years	(816,485)

RECOMMENDATION/S

Outline below your recommendation/s for the overseas expansion, based on the cost benefit calculation you completed above:

1. The organization should develop effective plans and strategies for the joint venture to be mainly cost dispassionate and increase profits. 2. The organization should cancel the plans of expansion as of now till all projections are in favour of the company. 3. The company must focus on generating its revenue by $3500, 000 without maximizing operational costs (Agarwal, & Dorin, 2019).

 11) Risk Analysis

Identify and complete one (1) risk analysis on each of the organisations’ strategic objectives and intellectual property rights and responsibilities.

#	Risk Description	Likelihood	Consequence	Risk Rating	Recommended action/s to minimise risk.
Increase Sales
1	Expanding business to international markets	2	5	10	1. Establish feasible modelling 2. Undertake market research
Create Brand Awareness
2	Marketed the products in incorrect demographic	3	3	9	1. Complete the analysis of market 2. Conduct market research
Develop product range
3	Unsustainable ingredients	2	5	10	1. Ingredients should be researched to make sure sustainability 2. Make sure that products could be sourced on consumer demand
Alliance marketing
4	The alignment of the company is not well-reputed	2	5	10	1. Analyze profit 2. Make sure profit is there
Expand to Overseas markets
5	Expansion into international markets	3	5	15	1. Further modelling is needed 2. More research should be done
Intellectual Property rights and responsibilities
6	The idea that is developed is utilized by the competitor	2	3	6	1. More ideas should be researched for determining the present competition 2. After the application of ideas, research should be conducted

 12) Actions

The following table identifies the actions we plan to take to achieve our strategic objectives.

Actions	Timelines	Responsibility	Key performance indicator
Include specific actions to achieve strategic objectives	Include month and year	Which staff member will be responsible	Include key performance indicators
Maximize local sales	25 months	Sales and marketing manager	10% increase in sales
Conduct research on international markets	10 months	CEO	Maintain and control financial feasibility
Develop a broader range of products	11 months	CEO	6 new range of products
Implement alliance marketing	10 months	Marketing Manager	Alliance of marketing should be secured
Create awareness of the brand (Drahos, 2016).	7 months	Sales and Marketing Manager	Up to 10% maximization in sales

Activity 2

Participate in a Strategic Plan Approval Meeting (Role play meeting #2) 

Your assessor will advise you of the date and time to present your Strategic Plan in a staff meeting, and will organise other students to play the roles of Operations Manager and Marketing & Sales Manager.

You may also be required to participate in other meeting for other students.

Prior to the meeting you had already circulated the final Strategic Plan to the CEO, Operations Manager and Marketing & Sales Manager for review so that they could prepare for this implementation meeting. You had also asked the CEO to provide a copy to the Administration manager and the Customer Services Officer for their input.

During the meeting, you will be required to:

• Confirm each participant has received the Strategic Plan as circulated prior to the meeting for feedback
• Provide a summary briefing of the Strategic Plan to the participants
• Check that your analysis of internal and external environment is consistent with the perspective of others
• Seek feedback/ advice on your Strategic Plan (including the Risk Management Plan)
• Agree the criteria for establishment of a cooperative venture
• Seek support for the strategic planning process from all participants and gain endorsement of the Strategic Plan from the CEO
• Brief participants of their specific role in relation to strategic actions
• Use language and register appropriate to the audience and use listening and questioning techniques to clarify and confirm understanding of others

Roleplay Cast:

As a minimum the following individuals will be at the meeting;

• CEO/ Industry expert (Assessor)
• Operations Manager (Classmates)
• Marketing and Sales Manager (Classmate)

General instructions for all role players include:

• Participate in/ acknowledge information communicated.

Specific instructions will be provided for the other role players.

Student Note:  The script for specific role players in general in nature, so that the student being assessed can respond in real time, without notice.

Meeting 2

Date- 8 September 2022 Time- 3:00 pm Location- meeting room Attendees- operational manager, marketing and sales manager, staff members, and CEO/ industry expert Manager- hello everyone good after. All attendees of the meeting- hello good afternoon Manager- today we are gathered here to present and discuss the strategic plan. I want to make sure that before the meeting strategic plan has been circulated to all the meeting participants. All attendees of the meeting- yes, we have already got the strategic plan. Manager-okay is great. Let me give you a summary of the strategic plan. In the strategic plan of the organization executive summary, revised mission. Vision and values are mentioned. It also includes the codes of practices, regulations, and legislation. New strategic goals and objectives are set. The market has been analyzed and we have also conducted the PESTLE analysis and SWOT analysis. As per the guidance cost, benefit analysis and risk analysis and what actions can be taken, and some recommendations are provided. CE0- okay, have you checked that your external and internal analysis is consistent with the other perspective? Manager- yes sir, I have checked. I want you to provide feedback on the strategic plan. is there any need to make the changes? CEO- we have reviewed the strategic plan and risk management plan there is no need to make changes. We also agree on the criteria for the cooperative venture establishment. manager- okay sir. I have also distributed roles and responsibilities concerning strategic actions. To create brand awareness marketing and a sales manager will be responsible. Research the marketing alliance operations manager will be responsible. And to develop the border range of product and for research and development CEO will be responsible. I hope you will fulfill your roles and responsibilities. marketing and sales manager- okay sure. manager- CEO sir, I want you to give approvals with the strategic planning process so we can move further. CEO- yeah, everything looks nice you can move forward with the strategic plan. and kindly provide me with the progress report. manager- okay, thank you all

Strategic Plan Implementation Meeting (Roleplay #2)

Observation Checklist

Name of Student being assessed: (Chair)
Location:
Name of Assessor: Roleplay as CEO
Other roles played, participating in the  meeting:	Operational Manager Marketing and Sales Manager
Assessors are to write “S” or “NYS” for each line item (row). If the student gets the item correct on the first attempt, the second and third attempt columns do not have to be completed. If a student gets the item correct on the second attempt, there will be a “NYS” on the first attempt, a “S” on the second attempt and the third attempt will be left blank. Students are allowed a total of three attempts. Note that to obtain a satisfactory outcome for this assessment activity, students must achieve a satisfactory outcome for every line item and each sub point. Date:       Did the Student: Comment if required Attempt 1 Attempt 2 Attempt 3 1.       Confirm each participant’s receipt of the Strategic Plan for feedback             2.       Provide an appropriate  summary briefing to communicate the  Strategic Plan           3.       Check that the analysis of internal & external environment is consistent with others’ perspectives         4.       Seek feedback and  advice on the Strategic Plan & Risk Management Plan             5.       Agree the criteria for establishment of a cooperative venture         6.       Seek support for and gain endorsement of strategic planning process and the Strategic Plan         7.       Brief participants of their specific role in relation to strategic actions         8.       Use appropriate language & register and use listening and questioning techniques to clarify and confirm understanding         Outcome for Task:  □ Satisfactory OR □ Not yet satisfactory Assessors Comments (Assessors must insert a comment to explain any instance where a student does not achieve a satisfactory outcome for a specific item). Assessors Signature:   Date:

*insert completed Strategic Plan template here following the roleplay and verbal endorsement by the CEO (Assessor)***

What do I need to hand in for this task?	Have I completed this?
Completed Strategic Plan	o

ASSESSMENT TASK COVER SHEET and TASK OUTCOME RECORD – ASSESSMENT TASK 4

Student: Please fill out your details and date of submission and complete the declaration. Keep a copy of your submission.

Student Name
Student ID
Date of submission
Course / Qualification	BSB60420 Advanced Diploma of Leadership and Management
Unit(s)	BSBSTR602 Develop organisational strategies

Student declaration

I <Insert your name>__________________________________________declare that this is my own work and:

□ None of this work has been completed by any other person.

□ I have not cheated or plagiarised the work or colluded with any other student/s.

□ I have correctly referenced all resources and reference texts throughout these assessment tasks.

□ I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student Signature: _________________________________________________________________

Assessor to complete
Assessment requirements	Satisfactory/ Not satisfactory	Attempt (pls circle)
Activity 1:  Strategic Plan Monitoring Report		1     2     3
Overall Outcome for Assessment Task 4:

ASSESSOR FEEDBACK – Detail any gaps identified and any reassessment requirements

(if more space is required, continue on reverse of this page)

Assessors: Please provide a copy of this cover sheet to the student with assessment results and feedback. The original copy must be supplied to the office and kept on the student’s file with the evidence.

Assessor Signature:  ………………………………………………………………………………………Date: ………………./…………………/…………….

Assessor Name: _______________________________________________________________________________

Authenticity Check
Student Name:
Student ID:
Unit of Competency: BSBSTR602 Develop organisational strategies
Assessor Use Only
I confirm that I have checked this completed student assessment item and confirm (Assessor must tick one of the following): ¨  I have checked the authenticity of this work and am unable to detect any form of plagiarism, collusion or cheating and believe the contents of the submission is the students own work. ¨  I have checked the authenticity of this work and have identified potential instances of plagiarism, collusion or cheating. A detailed file note is attached to this completed assessment item, detailing the issues of concern, which will be submitted to the Director of Studies for further investigations and action. The student has been marked Not Yet Satisfactory in this assessment.
Assessor Signature:		Date checked:

ASSESSMENT TASK 4: PERFORMANCE MONITORING PROJECT

Task Summary

This assessment task requires you to monitor the performance of the strategic plan for Native Bush Spice Australia, as well as evaluate the strategic planning process. You will be required to write a report to record your findings.

You will have two (2) hours to complete this assessment task which may be undertaken in more than one session.

Resources and Equipment Required to Complete this Task

• Computer and Microsoft Office
• Printer

Note: Clinton Institute will provide all the forementioned to complete this assessment

When and Where Should the Task be Completed?

This task will be done in the classroom during class time. Your assessor will advise of the date and time of this assessment task.

What Do I Need to Submit and Do?

What you need to do:	What evidence is required
Completed Strategic Plan Monitoring Report	You need to submit you Strategic Plan Monitoring Report

Decision Making Rules

Assessors will compare student responses/performance with the model responses and performance descriptors contained in the Assessors Marking Guide. Your responses do not have to be verbatim (unless otherwise specified), but must convey the same meaning as each component listed. Similarly, you do not have to perform exactly as described in the marking guide (unless otherwise specified), but you must address each performance components listed.

You must achieve a satisfactory result for every question and component to achieve a satisfactory result for this assessment activity.

What Happens If I Get Something Wrong?

If your assessor sees that you have not completed all parts of this task satisfactorily, the details of resubmission will be advised by your Assessor in writing and discussed with you directly.

Instructions to student

Background Information It has been one (1) year since the strategic plan was implemented and you have been asked to review the performance of the business against the performance indicators identified in the plan. Performance data recorded after 12 months from implementation of the strategic plan shows: ·         TVC Campaign aired but no formal data was gathered to determine the success of the campaign. ·         Sales have increased from $950,000 to $1,200,000. ·         No progress on alliance marketing as yet, due to current workloads. No suitable partner identified. ·         No ideas for new products. Considered primary or secondary products, however, not sure what. ·         Stockists have increased from 27 to 34. ·         Further research on overseas markets is continuing and focused on direct suppliers without the need to maintain an office or full-time staff in each location, making the project more viable.

 Activity 1

Develop a Monitoring Report

Develop a monitoring report, outlining the progress of the Strategic Plan.

Use the below template for your report and conduct an analysis of strategic plan KPI’s against actual outcomes as a result of the implementation to determine the following:

1. Have the KPI’s been achieved (In terms of outcome and agreed timeframe)?
2. Review the effectiveness of the plan, evaluate achievements and make recommendations for refinements and improvement, for the next 12 – 24 months.
3. What are the lessons learnt?

Strategic Plan Monitoring Report NATIVE BUSH SPICES AUSTRALIA
Author of Report:
a)	OUTCOME ACHIEVED Complete the table below to determine if the agreed KPI’s have been achieved
Strategic Plan Actions		Agreed Timeframe ( in months)	KPI	Actual Outcome	KPI Achieved Yes/ No
1	TVC campaign launch	six	increase in sales by 10%	for determine the campaigned success no data was collected	no
2	marketing of research alliance	nine	safe alliance of marketing	until now there is no partner for alliance marketing is identified	no
3	to develop the broader product range	twelve	innovate new product up to 5	there is not new product innovated	no
4	by obtaining the new stockist increase the local sales	twelve	increase in sales by 10%	there has been 20.58% increase in the stockist	yes
5	to enhance the viable expansion model to do the more research	one to twelve	to maintain the business financial viability	to make the model more viable project plan was revised (Hofmann, et al., 2018).	yes
What is the total sales percentage increase obtained over the past 12 months			Total sales increase of the past 12 months: 20.83%
Analyse the table above and make three (3) observations on the success of the plan			The strategic plan prepared for the organization as a success.
			There has been increasing in the sales. From $950,000 to has increased to $1200,000
			At present the growth of the organisation is determined by the growth of stockist.
b)	RECOMMENDATIONS List three (3) recommendations for improvement/ refinements, for the next 12 – 24 months?		Research and development department can be created. It will help to develop the new range of products.
			To meet the set strategic objective required resources can be engaged.
			On the base of the new model cost benefit analysis can be conducted. It will help to analyse and determine the suitable plans for expansion (Blome, et al., 2018).
c)	LESSONS LEARNT List two (2) lessons learnt in the last 12 months		to fulfil and reach the set strategic objectives of organisation there is need of more resources.
			to determine every marketing campaign effectiveness there is need to collect the data (McKoon, et al., 2018)

What do I need to hand in for this task?	Completed?
Strategic Plan Monitoring Report	o

 References

Agarwal, B., & Dorin, B. (2019). Group farming in France: Why do some regions have more cooperative ventures than others?. Environment and Planning A: Economy and Space, 51(3), 781-804.

Bhagwan, V., Grobbelaar, S. S., & Bam, W. G. (2018). A systematic review of the due diligence stage of mergers and acquisitions: Towards a conceptual framework. South African Journal of Industrial Engineering, 29(3), 217-234.

Cassidy, A. (2016). A practical guide to information systems strategic planning. Auerbach Publications.

Castaldi, C. (2018). To trademark or not to trademark: The case of the creative and cultural industries. Research Policy, 47(3), 606-616.

Drahos, P. (2016). A philosophy of intellectual property. Routledge.

Hofmann, H., Schleper, M. C., & Blome, C. (2018). Conflict minerals and supply chain due diligence: an exploratory study of multi-tier supply chains. Journal of Business Ethics, 147(1), 115-141.

Hopkin, P. (2018). Fundamentals of risk management: understanding, evaluating and implementing effective risk management. Kogan Page Publishers.

Mengist, W., Soromessa, T., & Legese, G. (2020). Method for conducting systematic literature review and meta-analysis for environmental science research. MethodsX, 7, 100777.

Odor, H. O. (2018). Organisational culture and dynamics. Global Journal of Management and Business Research.

Perera, R. (2017). The PESTLE analysis. Nerdynaut.

Ratcliff, R., Voskuilen, C., & McKoon, G. (2018). Internal and external sources of variability in perceptual decision-making. Psychological review, 125(1), 33.

Sarsby, A. (2016). SWOT analysis. Lulu. com.