Unit of competency Outline
Date retreived
23/07/2026 3:01 PM AWST
23/07/2026 3:01 PM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Develop a transport and logistics business plan
Develop a transport and logistics business plan
Unit of competency
National Code
TLIP5004A
TLIP5004A
State Code
D5309
D5309
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
21/03/2014
Field of Education
089901 - Purchasing, Warehousing And Distribution
Original Release Date
21/03/2014
Nominal Hours
150
Description
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 regulatory requirements 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. Licensing, legislative, regulatory or certification requirements are applicable to this unit.
Notes
Elements and Performance Criteria
1Conduct a situational and market analysis
- 1.1 The 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 The transport and logistics business/operating environment is defined and reviewed using information from staff members, customer feedback and external sources
- 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
2Analyse organisational environment
- 2.1 Current transport and logistics business operations, practices, work flow, equipment and facilities are analysed
- 2.2 Capability of the organisation in terms of technology, research, development and tools is outlined
- 2.3 Current resources and any resources that may be accessed to meet identified opportunities for business operations are evaluated
- 2.4 Developments in technologies predicted within the lifetime of the business plan are evaluated and analysed
- 2.5 Capability of the organisation 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
3Develop 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 to various 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 A finalised business plan including performance indicators is prepared in accordance with enterprise requirements and circulated to stakeholders
- 3.6 Questions and feedback from stakeholders are responded to promptly and, where appropriate, incorporated into the plan
4Implement 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 any areas of specialisation are detailed and implemented
- 4.3 Performance of the organisation in relation to the identified performance indicators are regularly monitored and reviewed
RANGE STATEMENT
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance.
Work may be undertaken:
in various work environments in the warehousing, storage, transport, and logistics industries
Customers may be:
internal or external
Transport and logistics operations may be conducted:
by day or night
in all weather conditions
The workplace environment may involve:
twenty-four hour operation
single and multi-site locations
large, medium and small workplaces
Business systems may include:
transport and logistics policies, protocols and procedures
communications systems
scope of workplace operations
authorities and permits
hours of operation
relevant regulations
The transport and logistics business plan may be:
developed for a whole organisation or a business unit within an organisation
Products may be:
goods and/or services
Consultative processes may involve:
employees, supervisors and managers
suppliers and current or potential clients
relevant authorities, government departments and institutions
representatives of other enterprises and organisations
industrial relations and OH&S specialists
other professional or technical staff
Communications systems may involve:
fixed and mobile telephone
radio
fax
email
electronic data transfer of information
mail and internal memo
RF systems
Depending on the type of organisation concerned and the local terminology used, workplace procedures may include:
company procedures
enterprise procedures
organisational procedures
established procedures
Documentation/records may include:
Australian and international codes of practice and regulations relevant to business operations
Australian and international regulations and codes of practice for the handling, storage, transfer and transport of dangerous goods and hazardous substances, including the ADG and IDG Code
workplace operating procedures and policies
operations manuals, job specifications and procedures and induction documentation
safe working limits (SWL) and working load limits (WLL) of transport options
supplier and/or client instructions
Australian and international standards, criteria and certification requirements
communications technology equipment and oral, aural or signed communications
quality assurance standards and procedures
emergency procedures
relevant competency standards and training materials
QA plans, data and document control
conditions of service, legislation and industrial agreements including workplace agreements and awards
Applicable procedures and codes may include:
regulations and codes of practice relevant to business operations
Australian and international regulations and codes of practice for the handling, storage, transport and transfer of dangerous goods and hazardous substances, including:
Australian and International Dangerous Goods Codes
Australian Marine Orders and the International Maritime Dangerous Goods Code
IATA Dangerous Goods by Air Regulations
Australian and International Explosives Codes
relevant Australian and international standards and certification requirements
relevant state/territory OH&S legislation
relevant state/territory environmental protection legislation
relevant licence or permit requirements and associated regulations
patent or copyright arrangements
relevant workplace relations legislation
relevant workers compensation legislation
equal opportunity, equal employment opportunity and affirmative action legislation
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance.
Work may be undertaken:
in various work environments in the warehousing, storage, transport, and logistics industries
Customers may be:
internal or external
Transport and logistics operations may be conducted:
by day or night
in all weather conditions
The workplace environment may involve:
twenty-four hour operation
single and multi-site locations
large, medium and small workplaces
Business systems may include:
transport and logistics policies, protocols and procedures
communications systems
scope of workplace operations
authorities and permits
hours of operation
relevant regulations
The transport and logistics business plan may be:
developed for a whole organisation or a business unit within an organisation
Products may be:
goods and/or services
Consultative processes may involve:
employees, supervisors and managers
suppliers and current or potential clients
relevant authorities, government departments and institutions
representatives of other enterprises and organisations
industrial relations and OH&S specialists
other professional or technical staff
Communications systems may involve:
fixed and mobile telephone
radio
fax
electronic data transfer of information
mail and internal memo
RF systems
Depending on the type of organisation concerned and the local terminology used, workplace procedures may include:
company procedures
enterprise procedures
organisational procedures
established procedures
Documentation/records may include:
Australian and international codes of practice and regulations relevant to business operations
Australian and international regulations and codes of practice for the handling, storage, transfer and transport of dangerous goods and hazardous substances, including the ADG and IDG Code
workplace operating procedures and policies
operations manuals, job specifications and procedures and induction documentation
safe working limits (SWL) and working load limits (WLL) of transport options
supplier and/or client instructions
Australian and international standards, criteria and certification requirements
communications technology equipment and oral, aural or signed communications
quality assurance standards and procedures
emergency procedures
relevant competency standards and training materials
QA plans, data and document control
conditions of service, legislation and industrial agreements including workplace agreements and awards
Applicable procedures and codes may include:
regulations and codes of practice relevant to business operations
Australian and international regulations and codes of practice for the handling, storage, transport and transfer of dangerous goods and hazardous substances, including:
Australian and International Dangerous Goods Codes
Australian Marine Orders and the International Maritime Dangerous Goods Code
IATA Dangerous Goods by Air Regulations
Australian and International Explosives Codes
relevant Australian and international standards and certification requirements
relevant state/territory OH&S legislation
relevant state/territory environmental protection legislation
relevant licence or permit requirements and associated regulations
patent or copyright arrangements
relevant workplace relations legislation
relevant workers compensation legislation
equal opportunity, equal employment opportunity and affirmative action legislation
EVIDENCE GUIDE
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required knowledge and skills, the range statement and the assessment guidelines for this Training Package.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:
the underpinning knowledge and skills
relevant legislation and workplace procedures
other relevant aspects of the range statement
Context of and specific resources for assessment
Performance is demonstrated consistently over a period of time and in a suitable range of contexts
Resources for assessment include:
a range of relevant exercises, case studies and/or other simulated practical and knowledge assessment, and/or
access to an appropriate range of relevant operational situations in the workplace
In both real and simulated environments, access is required to:
relevant and appropriate materials and equipment, and
applicable documentation including workplace procedures, regulations, codes of practice and operation manuals
Method of assessment
Assessment of this unit must be undertaken by a registered training organisation
As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests
Practical assessment must occur:
through activities in an appropriately simulated environment, and/or
in an appropriate range of situations in the workplace
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required knowledge and skills, the range statement and the assessment guidelines for this Training Package.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:
the underpinning knowledge and skills
relevant legislation and workplace procedures
other relevant aspects of the range statement
Context of and specific resources for assessment
Performance is demonstrated consistently over a period of time and in a suitable range of contexts
Resources for assessment include:
a range of relevant exercises, case studies and/or other simulated practical and knowledge assessment, and/or
access to an appropriate range of relevant operational situations in the workplace
In both real and simulated environments, access is required to:
relevant and appropriate materials and equipment, and
applicable documentation including workplace procedures, regulations, codes of practice and operation manuals
Method of assessment
Assessment of this unit must be undertaken by a registered training organisation
As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests
Practical assessment must occur:
through activities in an appropriately simulated environment, and/or
in an appropriate range of situations in the workplace
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AVI08 | TLIP5004 | Develop a transport and logistics business plan | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| J808 | TLI50713 | Diploma of Bus and Coach Operations | Qualification |
| W942 | TLI50410 | Diploma of Logistics | Qualification |