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Strategic and Operational Planning

  • Duration: 2 Days

Services SETA Accreditation Status: Full Accreditation

This learning program is aligned to the following unit standard:

Develop, implement and evaluate an operational plan

Unit Standard ID: 252032

NQF Level 5, Credits 8

Learning Program Overview

The aim of this learning program is to help managers to, through a process of on the job, action-based thinking-doing, learning-adapting cycles, grounded in the reality of the current organisational strategy and business environment, take ownership of the planning and implementation cycle.

Value is created by empowering key staff with a proven set of principles, tools and techniques to turn the strategy into effective operational actions.  The methodology will include analysis of the strategy; identifying critical factors for individuals, teams and departments in implementing the strategy effectively, provide a framework for robust decision-making required to implement the strategy and create organisational alignment behind achieving the goals and objectives of the strategy.

Learning Outcomes

Developing operational strategies for a unit

  • Examining the strategic plan of an entity to determine the purpose of a unit in contributing to the achievement of the entity's strategy.
  • Developing and recording operational strategies for achieving the purpose of a unit.
  • Aligning the operational strategy with the overall strategy of an entity.
  • Following a systematic process to develop goals, objectives and performance standards that are clear, concise, measurable and achievable.
  • Involving stakeholders in the formulation of the goals, objectives and performance standards of a unit to obtain their commitment.

Developing an operation plan for a unit

  • Developing the operation plan to transform the goals and objectives into tasks, responsibilities, time frames, performance measures, resource needs and contingencies.
  • Validating measurable parameters against customer and unit performance requirements.
  • Describing monitoring systems in the operational plan to enable the measurement of progress and results against the performance standards.
  • Obtaining feedback on the operational plan from team members to promote buy-in in the implementation of the plan.

Implementing an operational plan

  • Implementing the operational plan, with amendments where necessary.
  • Ensuring optimal use of available resources during implementation to promote cost-effectiveness.
  • Encouraging the use of control measures by first-line managers in the areas of their responsibility.

Monitoring, measuring and evaluating the achievement of goals and objectives

  • Monitoring the performance of the unit against the goals, objectives and performance standards in the plan using established monitoring systems.
  • Conducting performance reviews to measure inputs and outputs of team members against the operational plan.
  • Implementing recommendations on corrective action with the agreement of the responsible first-line managers.
  • Evaluating results in terms of the teams' contribution to the performance of a unit.


Learners who attend this training, will receive a “Certificate of Attendance” directly after the training. Additionally, learners can also be enrolled to participate in the assessment process at an additional fee. Assessment entails the completion of a Portfolio of Evidence (PoE) and if being assessed as competent, the learner will be awarded 8 credits on NQF Level 5. In this case, a “Certificate of Competence”, endorsed by Services SETA, will be issued representing the credit value and NQF Level. Entry-level requirements for assessment according to the Unit Standard: Learners should be competent in Communication, Mathematical Literacy and Computer Literacy at NQF Level 4.

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