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Title / Identify strategic options and produce a strategic plan for an organisation
Level / 7 / Credits / 10
Purpose / People credited with this standard are able to: identify feasible strategic options and produce a strategic plan for an organisation.
Classification / Business Operations and Development > Organisational Direction and Strategy
Available grade / Achieved
Explanatory notes
1This unit standard is for people who have responsibility for strategic planning for an organisation.
2Definitions
Organisationrefers to a specific business entity which may be – for profit or non-profit; in private, public, or voluntary sectors; a business unit, iwi, or other special purpose body.
A strategic plan may be a documented plan or a statement of strategic intent supported by a range of plans.
3This unit standard will be assessed against on the basis of evidence of demonstrated performance in the workplace.
4This unit standard builds on the skills and knowledge of other unit standards relating to organisational strategic planning such as Unit 9732, Demonstrate knowledge of strategic management concepts for organisational planning and development, Unit 7449, Contribute to organisational strategy development, Unit 7446, Develop, implement, and review organisational strategies, strategic policies and plans, Unit 7443, Develop and communicate organisational purpose, direction, and values, andUnit 23912, Conduct an environmental analysis for an organisation. These unit standards may usefully be assessed against in conjunction with this unit standard.
5The environmental analysis in Outcome 1 may be the one conducted as part of the assessment against Unit 23912, Conduct an environmental analysis for an organisation, or another environmental analysis. The development of this environmental analysis is not necessary for credit for this unit standard.
Outcomes and evidence requirements
Outcome 1
Identify a strategic option for an organisation.
Evidence requirements
1.1 Proposed goals for the strategic plan are developed in consultation with stakeholders, in line with stakeholder needs, and with reference to any existing strategic plan.
1.2Strategic options are identified through results of environmental analysis that are consistent with the organisation’s purpose, direction and values.
1.3Feasibility of options is determined in terms of the ability to meet proposed organisational goals (developed in performance criterion 1.1), and the most feasible options are selected for further analysis in consultation with stakeholders.
Rangefeasibility is determined in terms of costs, benefits, risks;
at least two options are selected.
1.4Preferred strategic option is selected and justified in terms of its ability to meet organisational purpose, direction, and values.
Outcome 2
Produce a strategic plan for the implementation of a strategic option for an organisation.
Evidence requirements
2.1Plan includes the necessary actions, resources, critical outcomes, time scales and milestones, and contingency planning required to implement the preferred strategic option determined in Outcome 1.
2.2Strategic plan is documented and authorised according to organisational requirements.
2.3Strategic plan is communicated to stakeholders in a manner that encourages understanding, commitment and enthusiasm.
Replacement information / This unit standard has been replaced by unit standard 27767 and unit standard 27768.This unit standard is expiring. Assessment against the standard must take place by the last date for assessment set out below.
Status information and last date for assessment for superseded versions
Process / Version / Date / Last Date for AssessmentRegistration / 1 / 26 November 2007 / 31 December 2015
Review / 2 / 20 September 2012 / 31 December 2015
Rollover / 3 / 16 July 2015 / 31 December 2018
Consent and Moderation Requirements (CMR) reference / 0113
This CMR can be accessed at
Please note
Providers must be granted consent to assess against standards (accredited) by NZQA, before they can report credits from assessment against unit standards or deliver courses of study leading to that assessment.
Industry Training Organisations must be granted consent to assess against standards by NZQA before they can register credits from assessment against unit standards.
Providers and Industry Training Organisations, which have been granted consent and which are assessing against unit standards must engage with the moderation system that applies to those standards.
Requirements for consent to assess and an outline of the moderation system that applies to this standard are outlined in the Consent and Moderation Requirements (CMR). The CMR also includes useful information about special requirements for organisations wishing to develop education and training programmes, such as minimum qualifications for tutors and assessors, and special resource requirements.
NZQA Business and ManagementSSB Code 130301 / New Zealand Qualifications Authority 2018