Assessment Task 1 - Case Study

Enhance College of Technology
Enhance Professional Training Pty Ltd

ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
2/35 Manilla Street, East Brisbane, Queensland 4169 Australia
Phone: 07 3895 8393 email: info@enhance.edu.au
BSBMGT616 Assessment 1 – Case Study
Student Name Student ID Number
Unit Start Date Unit End Date
Assessment Due Date Date Submitted
This cover sheet is to be completed by the student and assessor and used as a record to
determine student competency in this assessment task
The assessment process and tasks were fully explained. Yes / No
I am aware of which evidence will be collected and how. Yes / No
I am aware of my right to appeal an assessment decision. Yes / No
I am aware that I can locate the RTO’s Complaints and Appeals Policy and Procedure on Yes / No
their website at (insert website address)
I have discussed any additional educational support or reasonable adjustments I require in

order to undertake this assessment with the Student Support Services Officer and Trainer /
Yes / No
Assessor, (if applicable). e.g. Student Handbook and Access and Equity Policy (insert
website address)
I have access to all required resources? Yes / No
Cheating & Plagiarism Declaration
Student Declaration: In accordance with the RTO’s Plagiarism Policy, I hereby acknowledge by signing this
declaration that I have not cheated or plagiarised any work regarding the assessment tasks undertaken in this
unit of competency except where the work has been correctly acknowledged.
NOTE: Student must sign this prior to submitting their assessments to the assessor
Date
Signature _____ / ______ / 20______
:
Assessment Results
Satisfactory or Not Yet Satisfactory
(Please circle the assessment result for this task)
Feedback to Student - Please provide general feedback on the Student’s performance
Student Declaration: - I verify that the work completed is my own Assessor Declaration: - I verify that I have adequately explained and
and that I was adequately informed of the assessment process prior negotiated the assessment tasks with the student prior to commencing
to commencing this assessment task. assessment.
Student Name: Assessor’s Name:
Student Signature Date Assessor Signature Date
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BSB61015 Advanced Diploma of Leadership and Management
Unit: BSBMGT616 – Develop and Implement Strategic Plans
Document Version: 1 Updated: 6Nov19 Source: S.L.S.8.8
ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
Student Guide for Written Assessment
Instructions Instructions to include, but not limited to:

1. Student will be assessed in a classroom environment.
2. Ensure the student is aware of the assessment requirements at the commencement
of the unit
3. The students are required to work alone to answer questions.
4. The questions are aimed at testing the student’s knowledge of managing innovation
and continuous improvement.
5. This written assessment comprising of questions that need to be answered in a
report format using the provided business scenario.
6. The student is required to complete the written assessment for this unit of
competency. To complete this task, the student will need to answer the 4 questions
in this written assessment in your own words in either handwriting or generated
Word document.
7. The student answers should be recorded in the student written assessment
question booklet.
8. After the student has successfully completed the written assessment, they must
present it to the Trainer/Assessor for correction.
9. The student will receive up to two (2) attempts at this assessment task. Should the
1st attempt be Not Yet Satisfactory (NYS), the Trainer/Assessor will provide
feedback and will arrange a date for the student 2 nd attempt. If the student 2nd
attempt is Not Yet Satisfactory (NYS), or the student fail to attend of date scheduled
for the 2nd attempt, the student will receive an overall unsatisfactory result for this
assessment task.
10. In special circumstances this written assessment may be delivered as an oral
assessment in which the assessor shall mark the assessment and identify the
assessment was presented orally
Task/s to be The tasks you will be observed undertaking are:

assessed
- a completed draft email, as outlined above in steps 1–4, using the headings
provided for each step
- summary notes from the meeting with your key stakeholder/strategic planning
consultant.
- evidence that you have analysed and identified the needs of the case study, and
reflected these in the revised mission and vision statements you have developed.
Oral Questioning During the assessment your assessor will ask you oral questions that will address the
knowledge aspects of the unit of competency. You will respond orally, and your assessor
may record your response or use your response to determine sufficient under pinning
knowledge.
Topics will include:
- outline the legislation, regulations and codes of practice relevant to the organisation’s strategic
plan.
- give examples of risks and risk management strategies relevant to strategic planning including:
- intellectual property rights and responsibilities
- other risks
- outline strategic planning methodologies including political, economic, social and technological
(PEST) analysis and strengths, weaknesses, opportunities and threats analysis (SWOT)
- identify internal and external sources of information relevant to the organisation’s market,
competitors, customer base, vision, values and capabilities
- outline techniques for developing organisational values.
Time allowed On average, the Assessment should take 5-6 hours to complete
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ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
Location Assessment will be completed in a classroom under the supervision of a trainer/assessor.
Decision making To achieve a satisfactory outcome, you must be able to: -

rules
 outline the legislation, regulations and codes of practice relevant to the organisation’s strategic plan.
 give examples of risks and risk management strategies relevant to strategic planning including:
 intellectual property rights and responsibilities
 other risks
 outline strategic planning methodologies including political, economic, social and technological (PEST)
analysis and strengths, weaknesses, opportunities and threats analysis (SWOT)
 identify internal and external sources of information relevant to the organisation’s market,
competitors, customer base, vision, values and capabilities
 outline techniques for developing organisational values.
Expected answers to oral questions are indicative of the correct answer.
Your assessor will be looking for the following in this assessment task: -
You must develop a marketing plan for specific applications that follows workplace
procedures to meet required outcomes. This includes:
- Confirm Organisational Vision and Mission
 Check with stakeholders that organisational vision and mission are still held to be current and
are supported
 Make any changes or refinements to vision or mission statement as required
 Review or develop organisational values to support the vision and mission statement
 Gain support for strategic planning process from all relevant stakeholders
- Analyse the Internal and External Environment
 Determine information requirements and undertake or commission research to deliver
relevant information
 Analyse political, economic, social, and technological developments in a global context
 Seek advice from appropriate experts wherever necessary
 Identify and consider strengths and weaknesses of existing and potential competitors and
allies
 Analyse organisation’s strengths, weaknesses, opportunities and threats
 Consider cooperative ventures that are supported by risk and cost benefit analyses, are
consistent with the organisational vision, mission and values and provide for due diligence
 Check that analysis of internal and external environment is consistent with the perspectives
of other informed people
- Write Strategic Plan
 Document relevant research and background for inclusion in the strategic plan
 Formulate strategic objectives and strategies needed for the future
 Detail each strategy with an assigned priority, a timeframe, responsible parties and
measurable performance indicators
 Circulate strategic plan for comment, support and endorsement
- Implement Strategic Plan

 Communicate strategic plan to all relevant parties
 Brief people with a specific role in relation to strategies
 Use performance indicators to monitor progress in implementing plan
 Make necessary refinements to plan
 Evaluate achievement of objectives at agreed milestones
 Review effectiveness of plan and consider methods for improving strategic planning
processes
Performance The assessment methods must be by direct observation of tasks on required skills and
Observation knowledge to ensure correct interpretation and application. Your Assessor will observe you
Criteria for on the following observations:
Assessment Task
 consult and communicate effectively with relevant stakeholders to:
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ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
 confirm or revise the organisation’s mission, vision and values
 validate findings of research and analysis
 get input to and endorsement of strategic plans
 brief relevant parties about the plan
 analyse organisation’s internal and external environment to formulate strategic plans including:
 background and research relevant to the plan
 legislation, regulations and codes of practice, including for intellectual property
 objectives, strategies and priorities
 roles and responsibilities
 performance indicators
 timeframes
 consideration of co-operative ventures
 cost-benefit and risk analysis
 seek advice from appropriate experts wherever necessary
 monitor and evaluate the implementation of the plan and make refinements as appropriate
 review effectiveness of planning processes and identify opportunities for improvement.
Assessment Assessors must satisfy NVR/AQTF assessor requirements.

conditions
Competency is to be assessed in the workplace or a simulated environment that accurately
reflects performance in a real workplace setting.
Assessment must include direct observation of tasks.
Where assessment of competency includes third-party evidence, individuals must provide
evidence that links them to the leadership or management of organisational change that the
student has performed.
Assessors must verify performance evidence through questioning on skills and knowledge
to ensure correct interpretation and application.
Resources required The following equipment will be made available to students:

- Simulated or workplace documentation and resources
- Office equipment, materials and software packages (such as laptops, WiFi,
Microsoft Suite)
- Case studies to examine or real workplace situations to analyze
Results/Re-  Your Assessor will grade as either S – Satisfactory or NYS – Not Yet Satisfactory
assessment for the assessment. In all cases your Assessor will provide you with feedback.
 Only when all assessment tasks have been graded as S – Satisfactory you will be
deemed C – Competent in the final result of the unit of competency; if you do not
satisfactorily complete all the assessment tasks you will be deemed NYC – Not Yet
Competent.
 If the evidence is graded as NYS – Not Yet Satisfactory you will be required to re-
submit the evidence. In this case, you will be provided with clear and constructive
feedback based on the assessment decision so that they can improve your skills /
knowledge prior to reassessment.
 Where a ‘NYS – Not Yet Satisfactory’ judgement is made, you will be given
guidance on steps to take to improve your performance and provided the
opportunity to resubmit evidence to demonstrate competence. The assessor will
determine and discuss the reasons for NYS – Not Yet Satisfactory on any of the
criteria and will assess you through a different method of assessment e.g.
verbal/oral questioning, problem solving exercises.
Reasonable Assessor may adjust assessment conditions (as required) to suit workplace objectives
Adjustment provided that the integrity of the task is maintained.
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ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
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ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
Assessment 1 – Written Report
Review the organisation’s vision and values by reviewing the case study information provided, as
well as meeting with a key stakeholder in the case study organisation (role-played by your assessor).
After reviewing materials, revise the vision and mission statements to reflect the current status and
direction of the organisation, then communicate with the relevant stakeholders to:
● outline changes to the vision and organisational values
● describe the strategic planning process and identify where input can be provided.
You must complete:

- a completed draft email, as outlined above in steps 1–4, using the headings provided for each
step
- summary notes from the meeting with your key stakeholder/strategic planning consultant.
You will be assessed on your abilities to perform the following:

- evidence that you have analysed and identified the needs of the case study, and reflected these
in the revised mission and vision statements you have developed.
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ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
Confirm Organisational Vision and Mission
Did the Student Perform the Following: S NYS Comments
Provide brief summaries of the existing mission/vision and

a description of the current practices of the organisation
(used in the initial meeting)?
Provide a completed email ready for sending?
Submit all materials in the timeframes agreed?
Submit notes from meeting
Provide an email
Discuss existing vision and mission from case study?
Discuss current approaches, additional to organisational

values?
Provide revised vision and mission?
Discuss organisational values?
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ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
Assessment 1 – Case Study

In this assessment, you are required to manage the review of the currency of the organisational
vision and mission, make any necessary changes, and communicate the review process to
stakeholders in order to gain their support.
For the case study information provided in this assessment, you need to summarise:
● the established (written) vision and mission of the organisation
● current practices of the organisation and, in particular, whether they support the mission
objectives of the organisation, or point to potentially new objectives for
the organisation.
After you have developed this summary, you need to meet with a key stakeholder/strategic planning
consultant (your assessor) to discuss the vision and mission as you have identified it. You should also
check that they agree with your findings. Summarise, in dot-point form, your discussions with the
key stakeholder/consultant and ensure that this includes any recommendations they made.
After this meeting, you need to draft an email to the other stakeholders in your organisation, using
the headings described below.
1. Existing vision and mission: From the case study information provided, describe the existing
mission and vision statements.
2. Current approaches: From the case study information provided, and your meeting with the
key stakeholder/consultant, describe the current organisational understanding and enactment
of the mission and vision statements.
3. Revised vision and mission: Based on steps 1 and 2 above, develop revised vision and mission
statements that reflect the current organisational requirements.
4. Organisational values: Based on the case study information provided, step 2 above, and your
reflection on the revised mission/vision statements (from step 3), describe the organisational
values required to support the revised mission and vision statements.
Once you have drafted the email, submit it to the key stakeholder/consultant (assessor) for review.
When submitting the proposed email and accompanying documents, you need to ensure that:
● your email is titled ‘Mission/Vision review’

● your report is in order, with attachments (notes from your meeting) at the back of your report
● your report is submitted as required by your organisation (your training provider).
Note: You need to retain your revised vision and mission and organisational values for reference and
use in Assessment Task 2.
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ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
Business Scenario
Case Study
You have been the General Manager of MacVille’s successful import/export business centre in
Sydney for the past two years. You have been asked by the Board to assist in the development of a
strategic plan by initially conducting a review of the vision, mission and values of the organisation.
You review the annual report for the previous year, and note the following statement by the Chair of
the Board:
‘Within the next five years, MacVille will become a national brand, and will be accepted as an
integral part of the hospitality industry, perceived as a key component in the success of hospitality
establishments, both large and small.’
‘MacVille is in business to provide espresso coffee machines that meet the efficiency, reliability
and sustainability needs of our hospitality clients who, in turn, reward us with profits that will
allow our stakeholders and the communities in which we operate to prosper.’
Being part of the management that assisted in upholding the values of the organisation, you have
been made very aware of the Chair and Board’s views on the following values and, after reviewing
your papers and reports, you speak with the CEO, who replies:
‘MacVille’s values have been the same for as long as the organisation has existed. For our
stakeholders, it has always been about stewardship and about adhering to professional and
moral standards of conduct in all that we do. For our people, we are committed to encouraging
self-directed teams, we cultivate leadership and we maintain high levels of safety. Externally, we
are committed to wise environmental practices and offering meaningful value to our customers.’
Later in the review process, you are presented with an opportunity to discuss the application of the
vision, mission and values with the CEO again. This time, you are more interested in researching
what had changed since the last strategic vision was formulated.
The CEO explains:
‘In the past few years, since the last strategic plan was formulated, there have been
developments in new areas that were not clearly recognised when developing the last plan. These
changes are becoming an important part of our operations on a daily basis, and should be
reflected in our vision, mission and values.’
‘There is a real need to incorporate innovation into our mission because it has been an outcome
from the self-directed team’s directive. Finding new ways to improve the efficiency of processes
and effectiveness of customer solutions has become a priority. There has always been a need to
evaluate what we were doing, to continually challenge our methods and ask how we can simplify
and improve our business. We should never rest on our laurels, but instead constantly innovate
and raise our standards, because we are not afraid to try new ideas and concepts. The
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ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
organisation needs to embrace strategic alliances and to seek out new partnerships that support
and promote our mission, desired outcomes, and strategies.’
When prompted for further changes that had taken place, the CEO stated:
‘MacVille needs to identify more closely with the community it serves. We need to be a good
corporate citizen that recognises our responsibility to be active participants in our local
communities, and even donate a percentage of profits every year to a wide variety of community
and non-profit organisations.’
Page 10 of 10

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Enhance College of Technology

Enhance Professional Training Pty Ltd

BSBMGT616 Assessment 1 – Case Study

Student Name Student ID Number

Unit Start Date Unit End Date

Assessment Due Date Date Submitted

The assessment process and tasks were fully explained. Yes / No

I am aware of which evidence will be collected and how. Yes / No

I am aware of my right to appeal an assessment decision. Yes / No

I have discussed any additional educational support or reasonable adjustments I require in

I have access to all required resources? Yes / No

Cheating & Plagiarism Declaration

Feedback to Student - Please provide general feedback on the Student’s performance

Student Name: Assessor’s Name:

Student Signature Date Assessor Signature Date

Student Guide for Written Assessment

Instructions Instructions to include, but not limited to:

Task/s to be The tasks you will be observed undertaking are:

Location Assessment will be completed in a classroom under the supervision of a trainer/assessor.

Decision making To achieve a satisfactory outcome, you must be able to: -

- Implement Strategic Plan

Assessment Assessors must satisfy NVR/AQTF assessor requirements.

Resources required The following equipment will be made available to students:

Assessment 1 – Written Report

● outline changes to the vision and organisational values

You must complete:

You will be assessed on your abilities to perform the following:

Confirm Organisational Vision and Mission

Did the Student Perform the Following: S NYS Comments

Provide brief summaries of the existing mission/vision and

Provide a completed email ready for sending?

Submit all materials in the timeframes agreed?

Submit notes from meeting

Discuss existing vision and mission from case study?

Discuss current approaches, additional to organisational

Provide revised vision and mission?

Discuss organisational values?

Assessment 1 – Case Study

● the established (written) vision and mission of the organisation

● your email is titled ‘Mission/Vision review’

The CEO explains:

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