Develop and implement strategic plans

Assessment Task 1

Confirm organisational vision and mission

Performance objective

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.

Assessment description

Review the organisation'svision 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 withthe relevant stakeholders to:

– outline changes to the vision and organisational values
– describe the strategic planning process and identify where input can be provided.

Procedure
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 2above,and your reflectionon 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.

Specifications
You must provide:
– 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.
Your assessor will be looking for:
– 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.

Adjustment for distance-based learners
– No variation of the task is required.
– A follow-up interview may be required (at the discretion of the assessor).
– Documentation can be submitted electronically or posted in the mail.
– Meeting with key stakeholder/consultant (assessor) may be conducted and observed live or via an appropriate teleconferencing tool