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September 17, 2022

Evaluation of the market. Please refer to the attachment Case Study 1 Using the supplied Business Plan Template provide a Business plan taking note of all points. You must prepare a r

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Please  Read the whole attachment first, before making any contact. Thank you

Project 1 – Evaluation of the market.

Please refer to the attachment

Case Study 1

Using the supplied Business Plan Template provide a Business plan taking note of all points. You must prepare a report to accompany your proposed business plan; the report should be at least 1000 words (see attachment)

Case Study 2

Following on from Case Study 1, you need to prepare a budget summary for the next 5 years. This will show when the division is planned to break even and then move into a profitability stage. To do this, you need to plan the budget requirements, then monitor and set in place how you will monitor the progress. You must budget not only sales but also planned expenses. Then you must review your budget.(details in the attachment)

Short Answer Questions 

(see attachment)

  • attachment

    TLIP5004TLIP2025AssessmentWorkbook.docx

  • attachment

    TLIP5004TLIP5025BusinessPlan.docx

  • attachment

    TLIP5004TLIP5025LearnerGuide.pdf

Assessment Workbook: TLIP5004 Develop a transport and logistics business plan & TLIP5025 Set and achieve budgets

Version control

Version No.

Date

Dept.

Change

1.0

06/08/2016

Training

Original

2.0

23/08/2016

Training

Compliance Adjustment

3.0

04/10/2016

Training

Moodle updates and changed the title from Assessment Guide to Assessment Workbook

Copyright Statement

© Copyright National Training

Disclaimer

All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, scanning, recording, or any information storage retrieval system without permission in writing from National Training. No patent liability is assumed with respect to the use of information used herein.

While every effort has been taken in the preparation of this publication, the publisher and authors assume no responsibility for errors or omissions. Neither is any liability assumed for damages resulting from the use of information contained herein.

Contents How do I use this guide? 5 Introduction 6 Application 6 Elements and Performance Criteria 6 Application 7 Elements and Performance Criteria 7 Pre-requisites 8 Appeals and reassessment 8 Plagiarism 8 Referencing Materials 8 Understanding your results 8 Results Legend 9 Assessment activity 9 Assessment 1, 2, 3 & 4 Instructions 10 Assessment 1: Project 1 11 Project 1 – Evaluation of the market. 11 Assessment 2: Case Study 1 12 Case Study 1 12 Assessment 3: Case Study 2 13 Case Study 2 13 Assessment 4: Short Answer Questions 16 Question 1 16 Question 2 16 Question 3 16 Question 4 16 Question 5 16 Question 6 16 Question 7 16 Question 8 17 Question 9 17 Question 10 17 Question 11 17 Question 12 17 Question 13 17 Question 14 17 Question 15 18 Question 16 18 Question 17 18 Question 18 18 Question 19 18 Question 20 18 Question 21 18 Question 22 18

How do I use this guide?

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This guide is divided into two sections:

· The introduction section gives you information about the unit of competency you will be assessed in. For a comprehensive overview of the assessment process, the principles of assessment, refer to your ‘Student Handbook’ which was provided to you, by National Training, when you commenced your training. It’s also available online via the website: nationaltraining.edu.au

· The second section contains assessment activities each detailing:

· Description of the assessments

· Instructions for completing the assessment activities

http://www.todaygh.com/wp-content/uploads/2013/05/welcome.jpgIntroduction

This guide, together with the Assessment Activity forms the assessment tools for:

Unit code

Title

Training Package

TLIP5004

TLIP5025

Develop a transport and logistics business plan

Set and achieve budgets

Transport and Logistics Training Package

Application

TLIP5004

This unit involves the skills and knowledge required to develop a business plan for an organisation or a discrete business unit in the transport and logistics industry, in accordance with relevant Australian and international regulatory requirements, standards, codes of practice and workplace procedures.

This includes conducting a situational and market analysis, analysing the organisational environment, developing appropriate strategies, and implementing and evaluating the resulting business plan.

Work is under general guidance on progress and outcomes. It requires discretion and judgement for self and others in planning and using resources, services and processes to achieve required outcomes.

The unit generally applies to those with responsibility for resource coordination and allocation, and who lead individuals or teams.

Elements and Performance Criteria

1.0 Conduct a situational and market analysis

1.1 Transport and logistics business’s principal services, markets, products and the factors that distinguish the business and contribute to its success are identified

1.2 Transport and logistics business/operating environment is defined and reviewed using information from staff members, customer feedback and external source

1.3 Qualitative and quantitative market analysis data is documented

1.4 Target markets and relevant regulatory requirements are identified

1.5 Impact of transport and logistics business on market is recorded and projected change in market and/or services during the life of the plan is projected

1.6 Competitors, customer perceptions and market share of existing competitors operating in the transport and logistics industry are identified

1.7 Proposed business focus on specific target markets, pricing, sales and appeals are defined

1.8 Potential profitable opportunities are identified and documented

2.0 Analyse organisational environment

2.1 Current transport and logistics business operations, practices, work flow, equipment and facilities are analysed

2.2 Organisational capability in terms of technology, research, development and tools is outlined

2.3 Current resources and resources that may be accessed to meet identified opportunities for business operations are evaluated

2.4 Developments in technology predicted within the lifetime of the business plan are evaluated and analysed

2.5 Organisational capability in terms of staff, equipment, facilities, operational systems and financial status are assessed for strengths and weaknesses

2.6 Costs of making operational adjustments in relation to existing and new business to influence improved profitability and positioning are reviewed

2.7 Premises for decisions are documented, potential circumstances which may alter the environment are identified and contingency provisions are made

3.0 Develop strategies

3.1 Benchmark goals are documented and checked for realism in terms of internal and external environmental factors

3.2 Decisions and adjustments regarding resource allocation for products and services are made, based on external and internal analyses

3.3 Organisational adjustments are documented and implementation strategies are established

3.4 Projections of profit and loss or income statements per quarter until break-even point are constructed for the whole organisation and each cost centre

3.5 Business plan, including performance indicators, is finalised in accordance with enterprise requirements and is circulated to stakeholders

3.6 Questions and feedback from stakeholders are responded to promptly and, where appropriate, incorporated into the plan

4.0 Implement and evaluate business plan

4.1 Implementation plans for the management of workplaces, staff, business operation and operational systems are monitored and, where required, adjustments to the plans are made

4.2 Current and future marketing strategies and areas of specialisation are detailed and implemented

4.3 Organisational performance in relation to identified performance indicators is regularly monitored and reviewed

Application

TLIP5025

This unit involves the skills and knowledge required to set and achieve workplace budgets in accordance with relevant regulatory requirements, standards, financial codes of practice and workplace procedures.

It includes planning budget requirements, monitoring the budget and taking appropriate corrective action when needed. It also includes monitoring expenditure, and reviewing and appropriately modifying the budget if necessary.

Work is under general guidance on progress and outcomes. It requires discretion and judgement for self and others in planning and using resources, services and processes to achieve required outcomes.

The unit generally applies to those with responsibility for resource coordination and allocation, who lead individuals or teams.

Elements and Performance Criteria

1.0 Plan budget requirements

1.1 Financial flows for budgetary periods are planned and scheduled in accordance with workplace requirements

1.2 Information on costs and resource utilisation is fully assessed and correctly interpreted

1.3 Effective action is taken to reduce costs and enhance value to customer and/or workplace

2.0 Monitor budget and take corrective action

2.1 Corrective action is taken in response to actual or potential significant deviations from financial plans

2.2 Where a budget under- or over-spend is likely to occur, appropriate people are informed with minimum delay

2.3 Prompt, corrective action is taken in response to actual or potential significant deviations from budget

3.0 Monitor expenditure

3.1 Expenditure made is within agreed limits and future spending requirements are not compromised, in accordance with workplace policy and procedures

3.2 Requests for expenditure outside limits of responsibility are referred to appropriate persons

3.3 Expenditure is phased, in accordance with a planned time scale as required

4.0 Review and modify budget

4.1 Actual income and expenditure is checked against agreed budgets at regular, appropriate intervals

4.2 Necessary authority for changes in allocation between budget heads is obtained in advance of requirement

4.3 Modifications made to agreed budgets during the accounting period are consistent with agreed guidelines and are correctly authorised

Pre-requisites

Not applicable

Appeals and reassessment

If you disagree with the assessment decision and result, you have the right to appeal and be reassessed if necessary. Details of the appeals process is contained in the Complaints and Appeals Policy & Procedure, provided to you prior to enrolment. See Complaints and Appeals Policy & Procedure for more details.

Plagiarism

While co-operative 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 National Training Manager.

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 as a new and original idea or produce something which was derived from an existing source

Referencing Materials

National Training prefers that students utilises 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 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 and this is the only question that will require review.

Results Legend

C

Competent

Has successfully completed unit and has met the minimum competency criteria and demonstrated the required skills and knowledge

NYC

Not Yet Competent

Has not met minimum competency criteria for the unit – certain section/s require review due to not meeting the requirements and being deemed not yet satisfactory

CT

Credit Transfer

Application required

RPL

Recognition of Prior Learning

Application required

For further information regarding Recognition of Prior Learning (RPL) and Credit Transfers (CT), please contact on our office on (03) 9674 0331

Assessment activity

The assessment activities contained below have been designed for the following unit(s) of competency:

TLIP5004 Develop a transport and logistics business plan

TLIP5025 Set and achieve budgets

This is a summative assessment process. For the student to be assessed as competent in each Unit of Competency, all questions and activities need to be satisfactorily completed.

Each assessment activity contained within:

Assessment 1:

Project 1

All parts need to be completed.

This is a summative assessment activity, which means it is an assessment of what you have learnt and used towards the assessment of your overall competency.

When answering the Project Task, you must submit your response in the form of a report to be attached in an Office Word Format. You may also be asked to submit forms from the Attached Appendix. You must download and complete the form then re-attach as part of your assessment. The report must be at least 1000 words not including any Forms.

Assessment 2:

Case Study 1

All parts need to be completed.

This is a summative assessment activity, which means it is an assessment of what you have learnt and used towards the assessment of your overall competency.

When answering the Case Study Task, you must submit your response in the form of a report to be attached in an Office Word Format. You may also be asked to submit forms from the Attached Appendix The Business Plan Template. You must download and complete the form then re-attach as part of your assessment. The report must be at least 1000 words not including any Forms.

Assessment 3: Case Study 2

All parts need to be completed.

This is a summative assessment activity, which means it is an assessment of what you have learnt and used towards the assessment of your overall competency.

When answering the Case Study Task, you must submit your response in the form of a report to be attached in an Office Word Format. You may also be asked to submit forms from the Attached Appendix The Business Plan Template. You must download and complete the form then re

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