Presentation – formal strategic planning meeting

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Task 1 already done now task 2 

Case study  

You are a member of the People Practice team for a company, BMC that has recently purchased a large contemporary city centre licenced food premises in Manchester adding to its growing portfolio of acquisitions in Leeds, London, Nottingham and Glasgow. You have been asked to assist in preparing the managers for their forthcoming Strategic Management Planning meeting on implementing the new business strategy, by providing them with a presentation and a written report.  

Currently the company operates a strict centralised policy to all its premises but during the COVID19 lockdown the CEO considers that the previous business strategy needs addressing and is open to new ideas and approaches to improve the business once trading resumes.  

The CEO of BMC is also fully aware that the focus of the business has all too often neglected the people side of the business and is conscious that BMC has a legacy of high staff turnover and low employee satisfaction. Previously, response to this has not been high on the company’s agenda and the CEO is keen for the management team to appreciate the connections between organisational structure, strategy and the wider business environment and gain an understanding of organisational culture, behaviour and how people practices support the achievement of business goals and objectives. 

Task One: 

As your report is being prepared for a formal senior management meeting, it should be written in formal business report format and style. 

Your report is to be provided to BMC’s forthcoming Strategic Management Planning meeting where the main priority is to discuss implementing the new business strategy. The team is made up of mainly operational managers who have limited knowledge and understanding of the connections between organisational structure, strategy, and the wider business environment so the CEO has asked that your report should include an understanding of the connections between organisational structure, strategy, and the business operating environment.  

The report must therefore include:  

▪ an evaluation of the advantages and disadvantages of two different types of organisational structures in different types of organisations, the range of products, services and customers associated with each, and how they link to organisational purpose. (AC 1.1) 

 ▪ an analysis of the way in which organisational strategy should be linked to products, services, customers and revenue (AC 1.2)

▪ an analysis of the current and ongoing impact on organisations of the range of external factors and trends. (AC 1.3)  

▪ an assessment of two current issues and causes that identify key priorities within organisations that will affect product/service delivery, and the impact this may have on people practice and solutions. (AC 1.4 & AC 3.3)

 ▪ an explanation of the ways in which people practices can impact on organisational systems and structures, and therefore affect the effective employment, management and development of people (AC1.5) 

▪ an exploration of the impact that technology has on people, work and working practices, and the current and emerging scale of the use of technology within organisations. (AC 1.6) 

Your evidence must consist of: ▪ Formal business report (approximately 2500 words)

Task 2: 

The CEO has also asked you to prepare a presentation to the managers prior to their formal Strategic Management Planning meeting to position them for their meeting. The focus is to give theoretical understanding of organisational culture and workplace behaviour and how people practices should support the achievement of business goals and objectives.  The presentation pack needs to include presentation slides and supporting notes.  

The presentation must include:  

▪ an explanation of the principles of different approaches, theories and models of organisational and human behaviour that illustrate the factors that can influence how individuals, groups and teams contribute to organisational success.  (AC 2.1) 

▪ an identification of the main drivers of change in organisations, and using at least two established models, an explanation of how people might experience change (AC 2.2) 

▪ an explanation of the steps that can be taken to increase diversity and inclusion in your work, and the implications for a positive and inclusive culture of not taking these steps (AC 2.3)  

▪ using examples from your experience and current good practice concepts, an explanation of the positive and negative ways in which people practices can affect organisational culture and behaviours. (AC 2.4)

▪ an assessment of the importance of wellbeing in the workplace and identification of the different factors affecting wellbeing that can impact physically and psychologically and upon relationships, affecting health, commitment and performance. (AC 2.5)

▪ a critical evaluation of your experience of work and how this illustrates and supports the concept and principles of employee lifecycle (AC 3.1) 

▪ explains both the strategic and operational links and support between people practice and other organisational functions. (AC 3.2) 

▪ explores the principles of different approaches for engaging with internal customers to establish their needs (AC 3.4)

▪ explains the key components of project planning strategies that can be used for ensuring projects are delivered in line with customer requirements. (AC 3.5)

It is essential that you refer to academic concepts, theories and professional practice for the tasks to ensure that your work is supported by analysis. Please ensure that any references and sources drawn upon are acknowledged correctly and supported by a bibliography.  


Your evidence must consist of: 

▪  Slide deck and presenter notes (approximately 2000 words)  

Assessment Criteria Evidence Checklist

Use this as a checklist to make sure that you have included the required evidence to meet the task. Please enter the evidence title and where it can be referred to. An example has been provided for you.

Task 1 – Strategic planning meeting report

Assessment criteria

Evidenced Y/N

Evidence reference

1.1 Evaluate the advantages and disadvantages of different types of organisation structures including the reasons underpinning them.

Strategic planning meeting report.

1.2 Analyse connections between organisational strategy, revenue generation, products, services and customers.

1.3 Analyse external factors and trends impacting organisations.

1.4 Assess current organisational priorities and the associated issues and causes.

1.5 Explain how people practices impact on organisational systems and structures.

1.6 Evaluate the scale of technology within organisations and how it impacts work.

3.3 Discuss key themes that currently shape the work of an area of people practice and how these impact on the provision of people solutions.

Task 2 – Presentation Pack

Assessment criteria

Evidenced Y/N

Evidence reference


Interpret theories and models which examine organisational and human behaviour.

Presentation pack.


Evaluate the drivers for change and basic models for how these changes are experienced.


Explain how to build diversity and inclusion into your work in order to build a positive culture.


Assess how people practices impact on organisational culture and behaviour.


Assess the importance of well-being at work and the different factors which impact well-being.


Critically evaluate the relationship between the employee lifecycle and your work.


Assess how people practice connects with other areas of an organisation and supports wider people and organisational strategies.


Discuss processes for consulting and engaging with internal customers to understand their needs.

3.5 Explain the key components of planning strategies for ensuring that projects are delivered in line with customer requirements

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