SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Contribute to the strategic planning process in a South African municipality 
SAQA US ID UNIT STANDARD TITLE
116358  Contribute to the strategic planning process in a South African municipality 
ORIGINATOR
SGB Public Administration and Management 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Public Administration 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 6  Level TBA: Pre-2009 was L6  15 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
This Unit Standard is intended for political executives, municipal managers and strategic executive managers and assistant strategic executive managers in South African local government. Develop own abilities in strategic management.

This Unit Standard contributes to the development of strategic thinking amongst political executives, strategic executive managers and other role-players contributing to decision-making.

This Unit Standard deals with the strategic planning process, which is specific for municipal government, but includes competencies applicable to a range of organisations, including private sector organisations.

Qualifying learners are able to:
  • Participate effectively in the strategic planning process within their municipality, rrespective of their position in the organisation structure.

    Impact on social and economic development through assisting municipal organisations in planning better, which should lead to improved service delivery. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    It is assumed that the Learners are competent in:
  • Communication at Level 4.
  • Mathematical Literacy at Level 4.
  • Economics at Level 4. 

  • UNIT STANDARD RANGE 
    The typical scope of this Unit Standard includes conducting strategic planning in all the areas of responsibility of a local government, including the following fields:
  • Social and Cultural, Economic, Ecological/Environmental
  • Development planning, Social services, Operations, Corporate services, Financial services, Town planning, Public Safety, Engineering and electrical services

    The types of organisations in which strategic planning will take place includes:
  • Hierarchical, matrix, complex, project-based. 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Formulate vision and mission statements in a South African municipality as required by the local government legislative framework. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The various role-players for consultation typically required in the formulation of municipal 'vision' and 'mission' statements are identified for consultation. 

    ASSESSMENT CRITERION 2 
    A process is designed for formulating 'vision' and 'mission' statements including all role-players and in accordance with relevant legislation. 

    ASSESSMENT CRITERION 3 
    Different municipal mission statements are evaluated in the context of the actual service delivery programmes and evolving macro environment. 

    ASSESSMENT CRITERION 4 
    Programmes are formulated to carry out service delivery activities required to support an already formulated mission statement. 

    SPECIFIC OUTCOME 2 
    Conduct a stakeholder analysis and develop a framework for a community participation process. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Various stakeholders are identified that should be consulted in a municipal strategic planning process. 

    ASSESSMENT CRITERION 2 
    Current practices with respect to stakeholder analysis and participation are applied in a municipality's strategic planning process. 

    ASSESSMENT CRITERION 3 
    Principles are identified from legislation pertaining to community participation as part of integrated development planning. 

    SPECIFIC OUTCOME 3 
    Identify key performance areas applicable to institutional strategies as required by the local government legislative framework. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Key performance areas are identified as required by legislation in the context of a municipality. 

    ASSESSMENT CRITERION 2 
    Key performance areas are aligned with vision and mission statements. 

    ASSESSMENT CRITERION 3 
    Key performance areas are evaluated in terms of institutional arrangements. 

    SPECIFIC OUTCOME 4 
    Formulate institutional strategies. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Participatory processes are applied to inform institutional strategies. 

    ASSESSMENT CRITERION 2 
    The economic, social and environmental context of a municipality is evaluated when weighing alternative strategies. 

    ASSESSMENT CRITERION 3 
    Institutional strategies are identified in alignment with national and provincial plans and programmes. 

    ASSESSMENT CRITERION 4 
    Programmes are developed to align service delivery activities to the institutional strategies. 

    SPECIFIC OUTCOME 5 
    Demonstrate knowledge of the legislative framework for integrated development planning and apply requirements of legislation. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Legislative pre-requisites are interpreted with regard to the adoption of an integrated development plan. 

    ASSESSMENT CRITERION 2 
    Core components of an integrated development plan are identified based on legislative requirements. 

    ASSESSMENT CRITERION 3 
    An integrated development plan is completed in terms of relevant legislative requirements. 
    ASSESSMENT CRITERION RANGE 
    An integrated development plan will include a district and local municipality as well as the role of the provincial sphere of government.
     

    ASSESSMENT CRITERION 4 
    An integrated development plan is reviewed in terms of the requirements of the legislated annual review and amendment process. 

    SPECIFIC OUTCOME 6 
    Formulate programs and develop methods for monitoring the implementation of a strategic plan and related programmes. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Methods are developed which will allow the implementation of the plan to be monitored throughout the time period of the planned program. 

    ASSESSMENT CRITERION 2 
    Indicators are developed to be used in the measurement of the delivery of all elements of a plan. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • An individual wishing to be assessed (including through RPL) against this Unit Standard may apply to an assessment agency, assessor or provider institution accredited by the relevant ETQA, or an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Anyone assessing a learner against this Unit Standard must be registered as an assessor with the relevant ETQA, or an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this Unit Standard or assessing this Unit Standard must be accredited as a provider with the relevant ETQA, or an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Moderation of assessment will be conducted by the relevant ETQA at its discretion. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • The developmental role of strategic planning
  • The concept of key performance areas
  • The process for formulating institutional strategies within key performance areas.
  • The legislative requirements of integrated development planning. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems using critical and creative thinking processes, for example by trying to find the best strategic option for the challenges facing municipal organisations. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as a member of a team, group, organisation or community, e.g. through gaining commitment to a municipal strategy through a team approach to conducting the strategic planning exercises. 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one's activities responsibly and effectively, e.g. through assuring that all responsibilities delegated to oneself are completed timeously and done to the best of one's ability. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information, e.g. through researching all possible strategic options and presenting conclusions. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively using visual, mathematical and / or language skills in the modes of oral and/or written persuasion, e.g. through advising and motivating others with regard to the best possible strategic options. 

    UNIT STANDARD CCFO SCIENCE 
    Use Science and technology effectively and critically, showing responsibility to the environment and health of others, e.g. use appropriate computer software for data capturing and document storage purposes. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of interrelated systems by recognising that problem-solving contexts do not exist in isolation, e.g. in keeping in mind that the success of a municipality contributes to the success of a community and the country as a whole. 

    UNIT STANDARD CCFO CONTRIBUTING 
    Participating as responsible citizens in the life of local, national and global communities, e.g. acting as custodian of ethical behaviour and maintaining a high Level of commitment to providing effective strategic alternatives. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  48965   Certificate: Municipal Financial Management  Level 6  Level TBA: Pre-2009 was L6  Reregistered  2023-06-30  LG SETA 
    Elective  49554   National Diploma: Public Finance Management and Administration  Level 5  NQF Level 05  Reregistered  2023-06-30  LG SETA 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
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    63. Princetop Corporative Training (Pty) Ltd 
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    65. PTDEV (Pty) Ltd 
    66. Pulakgadi Training Consulting CC 
    67. RCG Markets 
    68. Regenesys Management (Pty) Ltd 
    69. Regent Business School (Pty) Ltd t/a Regent Business School 
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    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.