Pm btec 2

This project requires you to review an organisation’s digital strategy and then make recommendations regarding the digital strategy.

Vocational education and training is all about gaining and developing practical skills that are industry relevant and that can help you to succeed in your chosen career. For this reason, we are giving you the choice to base this project on your own business, one you work in or a familiar with, or you can use the case study provided. This will mean that you are applying your knowledge and skills in a relevant, practical and meaningful way to your own situation!

It is important that you are able to access enough information for your chosen business in order to be able to do your assessment. As a minimum this should include:

· Workplace objectives, as well as policies and procedures relevant to digital strategy

· Relevant standards, laws, regulations

· Industry and organisation codes of practice and standards.

If you are completing this for the case study business, all of the above information is accessible through your Simulation Pack. If it is your own business then you must be able to access all of the above information.

As part of this assessment, you will also need to communicate with internal stakeholders. Your communication may be either directly with actual staff members or fellow students/your assessor can play the roles of relevant people/parties. Communication can be in any appropriate format (e.g., face to face, video conference, email) as long as it meets the requirements outlined in the Project Portfolio. More details are included in the relevant activity step.

You will be collecting evidence for this unit in a Project Portfolio. The steps you need to take are outlined below.

Make sure you are familiar with the organisation you are basing this assessment on and have read through the necessary background information. For the case study business, this is all of the documents included in the Simulation Pack. If it’s your own business or a business where you are working or are familiar with, have your business or case study approved by your assessor.

Complete Page 4 of your Project Portfolio for this unit.

Read through the requirements of Section 1, 2 and 3 of your Project Portfolio.

Complete Section 1 of your Project Portfolio. To do this, you need to:

· Review policies, procedures and objectives related to the organisation’s digital strategy.

· Develop a review plan that includes a suitable review methodology and review criteria, as well as objectives and information to be collected.

Make sure you have answered all questions in Section 1.

Submit Section 1 to your assessor for approval. You must have your assessor’s approval before you proceed to the next step.

Complete Section 2 of your Project Portfolio. To do this, you need to:

· Source and report on the information you identified as required in Section 1.

· Organise the information collected and complete an analysis, including an evaluation against the review criteria.

· Identify any issues around interpreting the information.

· Develop a report of outcomes, findings and recommendations.

· Source and report on additional information to address findings and issues.

Make sure you have answered all questions in Section 2. You are also to prepare a report and presentation for the meeting in the following activity. Follow the instructions in your Portfolio.

Your assessor will advise you of the date and time of your presentation, as well as the students who will be participating (if you are completing this assessment in your RTO, not at work).

Using the report and presentation you developed, you are to meet with stakeholders to discuss:

· The outcomes of your review

· Issues interpreting the information

· Other issues

· Your overall findings and recommendations.

Make sure you seek feedback on the results of your review as you will need to use this in the next activity.

This can either be viewed in person by your assessor or you may like to video record the session for your assessor to watch later. Your assessor can provide you with more details at this step. Make sure you follow the instructions above and meet the timeframes allocated.

Complete Section 3 of your Project Portfolio. To do this, you need to:

· Edit your review report according to the feedback provided.

· Proofread your report.

· Submit your final report for approval.

Make sure you have completed all sections of your Project Portfolio, answered all questions, provided enough detail as indicated and proofread for spelling and grammar as necessary. Remember to submit all necessary attachments as indicated.

Business review

Provide an overview of the business and its strategic objectives and goals.

Identify the policies and procedures relevant to the organisation’s digital strategy and briefly explain their relevance.

If you are completing this information for the case study business, review the information in the Simulation Pack to assist you in providing your answer. If you are completing this information for your own business, access relevant information at work and answer the questions above.

Grow Management Consultant (GMC) is a boutique management consulting firm focused on providing services for executive growth. The organization provides a variety of services designed to evaluate the leadership styles and effectiveness of current corporate managers. In addition to providing the evaluation, GMC creates and implements individualized leadership training courses.

Strategic objectives and goals:

· To have strong leadership, great performance, financial success, and responsibility.

· Make that all your financial activities, KPIs, and outcomes are in line with your strategic goals.

· Develop and increase current income streams, for as by opening a college to provide authorized leadership education (2021 vision).

· Make at least 20% yearly profit.

Policies and procedure relevant to GMC digital strategy:

· Security measures taken inside the organization.

· A Data Privacy and Security Plan.

· A Privacy Statement and Methodology.

Review plan

Develop a review plan that includes:

· Objectives of the review of the digital strategy

· Review methodology

· Review criteria

· Information to be collected (at least two sources)

· Timelines

· Responsibilities

Use a template of your choice to develop the plan. Indicate the title of your plan here and attach it to your Portfolio.

Please note that in the next activity you will need to source the information as identified so ensure that you are in a position to access the information required. If you are completing this for the case study business, carefully review the information in the Simulation Pack about sources of information.

Objectives:

· Define the success of corporate objectives.

· Identify and explain what consumer insight is.

· Do a SWOT analysis of the online market?

· The first order of business: characterize how people feel about your brand.

· Determine your own strengths and resources.

Review Methodology:

· Classification, distribution, and placement.

· OVP stands for "online value proposition."

· Order (believability comes before notoriety).

· Cohesive database and OVP integration.

· Resources (web features, email, IPTV, etc.)

Review Criteria:

· There are the "5 Ss," web analytics, and key performance indicators.

· Polls designed to gauge client happiness.

· Profiles of site visitors.

· Consideration of reporting frequency.

· Reporting and follow-up procedures

Information to be collected:

· The 5 Ss (sell, serve, sizzle, speak, and save) are the goals to strive towards.

· Make a sale (achievement of new-customer and existing-customer quotas).

· Serve (reach certain levels of client happiness).

· Sizzle (stickiness, length of stay).

· Talk (three-way conversation; customer participation rate).

· Cost reductions (measurable increases in productivity).

· The communications mix, social networking, and the "so what?" of e-marketing.

· Marketing mix; internal and external resources.

· Planned Methods of Contact with Third Parties.

· E-marketing campaign launch timetable.

Timelines:

· Between 1 – 2 weeks.

Responsibilities:

· Chief Executive Officer (CEO).

· Principal Consultant (Directors).

· General Manager.

· Senior Consultant.

Attach:

Review Action Plan

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Approved

Your assessor will indicate here whether your plan is approved. You must have their approval to proceed to the next step.

The review plan is approved

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BSBTEC601 Assessment 2 - Laneway Education Pty Ltd ABN: 91 607 441 412, RTO No: 41504, CRICOS CODE: 035976 Last updates 02/02/2022 Version 1

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Objectives

Methodology

Criteria

Information needed

Timelines

Responsibilities

Establish a corporate performance standard

Positioning, aiming, and dividing up the market.

5 Ss; web analytics; KPIs.

· The 5 Ss (sell, serve, sizzle, speak, and save) are the goals to strive towards.

· Make a sale (achievement of new-customer and existing-customer quotas).

· Serve (reach certain levels of client happiness).

· Sizzle (stickiness, length of stay).

· Talk (three-way conversation; customer participation rate).

· Cost reductions (measurable increases in productivity).

· The communications mix, social networking, and the "so what?" of e-marketing.

· Marketing mix; internal and external resources.

· Planned Methods of Contact with Third Parties.

· E-marketing campaign launch timetable.

1 week

Chief Executive Officer (CEO)

The term "customer insight" has to be defined.

Online value proposition (OVP).

Customer satisfaction surveys.

E-marketing mix (including: the communications mix, social networking, what happens when?).

1 week

General Manager

Conduct e-marketplace SWOT.

Sequence (credibility before visibility).

Site visitor profiling.

Resources, both internal and external, and the marketing mix.

1 week

Senior Consultant

Think of a definition for how people think about your brand.

Integration (consistent OVP) and database.

Frequency of reporting.

Specifics of the Communication Plan; Third Party Organizations

2 weeks

Principal Consultant (Directors)

Determine your in-house strengths and resources.

Tools (web functionality, e-mail, IPTV, etc.)

Process of reporting and actions.

Planned launch of the electronic campaign.

1 week

Principal Consultant (Directors)

Information

You are to source the information that you have identified in your review strategy.

List the information sources here and links to the information sources as relevant.

Information source gathered from:

https://www.business.qld.gov.au/running-business/it/digital-strategy/conducting-audit

· Full-service, web-based method of placing orders and receiving them.

· Integrated offline/online marketing and advertising.

Make CRM (Customer Relationship Management) a central part of your operations.

· It is essential to use an ERP (Enterprise Resource Planning) system.

Analysis and evaluation

What does the information you have sourced tell you in regards to the review criteria established for the review of the digital strategy?

Describe this in detail here.

Review criteria from source:

· Online presence – This term refers to the various channels through which customers and competitors come into contact with Grow Management Consultant, including the company's own website, social media profiles (LinkedIn, Facebook, Twitter, or YouTube), corporate advertising profiles (if any), and links, information, reviews, or articles featured on the websites of other companies.

· Customer interaction – refer to key function if implement customer relationship management (CRM).

· Online security – incorporating safe online payment and backup methods that use the cloud.

· Supplier interaction – the capability to undertake supplier interactions more efficiently and effectively.

Information

Did you encounter any issues in interpreting the information?

Describe these here.

If you didn’t encounter any issues, describe at least two potential issues here.

Yes, I have trouble grasping the meaning of the data myself. This contains my analysis of the company's sector and sector, as well as my conclusion about the most appropriate digital approach. Where the company is in terms of available resources, what it hopes to accomplish with its digital strategy, and any other relevant factors.

Findings/outcomes and recommendations

Briefly summarise their findings/outcomes from the review and your recommendations. You will provide more detail in the report in the following section.

Recommendations from the review to maximise Grow Management Consultant digital strategy:

· A comprehensive online ordering and delivery system, which will facilitate the process of purchasing an e-book.

· Integrated offline/online marketing and advertising. GMC's plan to expand sales via marketing and brand development will benefit greatly from this.

· Make CRM (Customer Relationship Management) a central part of your operations. It will solve the problem of relying only on the administration officer's inbox to keep consumer data.

· It is essential to use an ERP (Enterprise Resource Planning) system. Accounting, purchasing, project management, risk management, compliance, and supply chain operations are just some of the areas that will benefit from this.

Meeting preparation

As per the instructions in the assessment, you are required to prepare a report and then give a presentation in order to communicate the results of your review.

Develop your report, as well as a visual presentation to illustrate key points, for example, a PowerPoint Presentation.

Your report can be developed in a template of your choice and is to include:

· Details of the sources of information you reviewed.

· Issues you faced in interpreting the information.

· The findings/outcomes of your review.

· Your recommendations for the organisation’s digital strategy moving forward.

List the name of your report and presentation here and attach it to your Portfolio.

Make sure you use language that your audience will be able to understand and that your report and presentation are logically structured.

Details of the sources of information reviewed:

· Define company goal performance.

· Define customer insight.

· Conduct e-marketplace SWOT.

· Define brand perception.

· Define internal capabilities and resources.

Issues faced in interpreting the information: I personally encounter an issue in interpreting the information. It includes:

· How I interpret the business type and industry.

· What the digital strategy suitable for the business.

· The position of resources that the business currently has.

· What kind of digital strategy goals that the business wishes for, and any other issues.

The findings/outcomes of the review:

· Grow Management Consultant’s online

· presence currently is in excellent position (proved by the good website and strong digital marketing especially through LinkedIn).

· GMC company still using conventional (traditional) method of ordering process such as:

a) Customer still send email to place an order detail.

b) Invoice and payment still made via bank transfer.

c) File of payment are still delivered via Dropbox link (third party company of online storage).

d) Customer information only stored in the administration officer’s email.

e) File storage is using Dropbox.

f) Internal communication within GMC is using an email.

Recommendations for the organisation’s digital strategy moving forward:

· End to end online ordering and delivery system to create more effective ways to order an e-book.

· Online/offline marketing and promotion activities. It will boost GMC’s marketing and brand development strategy to increase sales.

· Integrate and implement of Customer Relationship Management (CRM). It will overcome the issue of current customer information that only stored in the administration officer’s email.

· Implement Enterprise Resource Planning (ERP) system. It will make the job of GMC’s staff easier such as the accounting process, procurement, project management, risk management and compliance, or even supply chains operations.

Attach:

Presentation

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Report

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Grow Management Consultant Digital Strategy

Details of the sources of information reviewed:

· Define company goal performance.

· Define customer insight.

· Conduct e-marketplace SWOT.

· Define brand perception.

· Define internal capabilities and resources.

Issues faced in interpreting the information:

· I personally encounter an issue in interpreting the information. It includes: ]

· How I interpret the business type and industry.

· What the digital strategy suitable for the business. - The position of resources that the business currently has.

· What kind of digital strategy goals that the business wishes for, and any other issues.

The findings/outcomes of the review:

· Grow Management Consultant’s online presence currently is in excellent position (proved by the good website and strong digital marketing especially through LinkedIn).

· GMC company still using conventional (traditional) method of ordering process such as:

a) Those who choose to provide purchase details through email still do so.

b) bWe still send invoices and accept payments through bank transfer.

c) If you're paying by credit card, you'll still get a Dropbox link to download your files.

d) d) Keeping customer data exclusively in the administrative officer's inbox.

e) The use of Dropbox for file storage is e). Six, email is the primary means of internal communication at GMC.

Recommendations for the organisation’s digital strategy moving forward:

· Comprehensive online ordering and distribution system to facilitate easier e-book purchases.

· Promotional and marketing efforts, both online and off. GMC's plan to expand sales via marketing and brand development will benefit greatly from this.

· Add CRM (Customer Relationship Management) and make it work. It will solve the problem of relying only on the administration officer's inbox to keep consumer data.

· Enterprise Resource Planning (ERP) software installation. Accounting, purchasing, project management, risk management, compliance, and supply chain operations are just some of the areas that will benefit from this.

Feedback

Describe the feedback you received, as well as how you will edit your report based on the feedback provided.

List the title of the updated version of your report here and attach it to your Portfolio.

The comments I've gotten on my review report indicate that its substance is satisfactory; readers will find it useful and thorough. The structure and grammar still have room for improvement, however. In response to that recommendation, I've implemented a few proofreading strategies to counter the criticism. Please find attached the final report of review.

Proofreading

Describe the technique/s you used to proof read your report.

Take a screenshot of your proof reading e.g. showing tracked changes or marked up or a document checklist.

The techniques that I used to proofread my report are as follows:

· Respect the established corporate writing style.

· Editing sentences for grammar and spelling errors.

· Editing my work online using Microsoft's spelling and grammar tool to ensure proper spelling, grammar, and (hopefully) syntax.

· I took my time going over my report.

· Fonts, citations, proper names, punctuation, etc. are all being double-checked by me.

Approval

Develop an email here that can be sent to stakeholders requesting approval.

Attach:

Proof reading evidence

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Final review report

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Grow Management Consultant Digital Strategy

Details of the sources of information reviewed:

· Define company goal performance.

· Define customer insight.

· Conduct e-marketplace SWOT.

· Define brand perception.

· Define internal capabilities and resources.

Issues faced in interpreting the information:

· I personally encounter an issue in interpreting the information. It includes: ]

· How I interpret the business type and industry.

· What the digital strategy suitable for the business. - The position of resources that the business currently has.

· What kind of digital strategy goals that the business wishes for, and any other issues.

The findings/outcomes of the review:

· Grow Management Consultant’s online presence currently is in excellent position (proved by the good website and strong digital marketing especially through LinkedIn).

· GMC company still using conventional (traditional) method of ordering process such as:

f) Those who choose to provide purchase details through email still do so.

g) bWe still send invoices and accept payments through bank transfer.

h) If you're paying by credit card, you'll still get a Dropbox link to download your files.

i) d) Keeping customer data exclusively in the administrative officer's inbox.

j) The use of Dropbox for file storage is e). Six, email is the primary means of internal communication at GMC.

Recommendations for the organisation’s digital strategy moving forward:

· Comprehensive online ordering and distribution system to facilitate easier e-book purchases.

· Promotional and marketing efforts, both online and off. GMC's plan to expand sales via marketing and brand development will benefit greatly from this.

· Add CRM (Customer Relationship Management) and make it work. It will solve the problem of relying only on the administration officer's inbox to keep consumer data.

· Enterprise Resource Planning (ERP) software installation. Accounting, purchasing, project management, risk management, compliance, and supply chain operations are just some of the areas that will benefit from this.

Email asking for approval:

Dear CEO,

In response to your request, I have analyzed our company's Strategic Plan in depth to look for places where we might make use of digital technology. I have also done some investigation on cutting-edge digital tools that could be able to help our firm with its present challenges.

Regarding the matter at hand, I have made various suggestions in both the report and the presentation, including:

· Comprehensive online ordering and delivery system; online and offline marketing and promotion efforts; new, more efficient methods to buy electronic books. GMC's plan to expand sales via marketing and brand development will benefit greatly from this.

· CRM (Customer Relationship Management) system integration and deployment. It will solve the problem of relying only on the administration officer's inbox to keep consumer data.

· Business Process Management (ERP) software installation. Accounting, purchasing, project management, risk management, compliance, and supply chain operations are just some of the areas that will benefit from this.

Best regards,

Banu

General Manager

Grow Management Consultant