-247650774065BSBLDR601
-895350-90233500
-247650774065BSBLDR601
Lead and manage organisational change
Learner Workbook
00BSBLDR601
Lead and manage organisational change
Learner Workbook
Table of Contents
TOC o "1-3" h z u Assessment instructions PAGEREF _Toc88136077 h 1Assessment requirements PAGEREF _Toc88136078 h 3Candidate Details PAGEREF _Toc88136079 h 4Assessment BSBLDR601 - Lead and manage organisational change PAGEREF _Toc88136080 h 4Activity 1A PAGEREF _Toc88136081 h 5Activity 1B PAGEREF _Toc88136082 h 8Activity 1A 1B checklist for assessor PAGEREF _Toc88136083 h 10Activity 2A PAGEREF _Toc88136084 h 12Activity 2B PAGEREF _Toc88136085 h 13Activity 2C PAGEREF _Toc88136086 h 15Activity 2A 2C checklist for assessor PAGEREF _Toc88136087 h 16Activity 3A PAGEREF _Toc88136088 h 18Activity 3B PAGEREF _Toc88136089 h 20Activity 3A 3B checklist for assessor PAGEREF _Toc88136090 h 21Summative Assessments answer guide PAGEREF _Toc88136091 h 23Section A: Skills Activity PAGEREF _Toc88136092 h 23Section B: Knowledge Activity (Q & A) PAGEREF _Toc88136093 h 24Section B: Knowledge Activity (Q & A) Checklist for assessor PAGEREF _Toc88136094 h 31Section C: Performance Activity PAGEREF _Toc88136095 h 34Section C: Performance Activity Checklist - for assessor PAGEREF _Toc88136096 h 37Competency record to be completed by assessor PAGEREF _Toc88136097 h 39
Instructions to Learner
Assessment instructionsOverviewPrior to commencing the assessments, your trainer/assessor will explain each assessment task and the terms and conditions relating to the submission of your assessment task. Please consult with your trainer/assessor if you are unsure of any questions. It is important that you understand and adhere to the terms and conditions, and address fully each assessment task.
Written workAssessment tasks are used to measure your understanding and underpinning skills and knowledge of the overall unit of competency. When undertaking any written assessment tasks, please ensure that you address the following criteria:
Address each question including any sub-points
Demonstrate that you have researched the topic thoroughly
Cover the topic in a logical, structured manner
Your assessment tasks are well presented, well referenced and word processed
Active participationIt is a condition of enrolment that you actively participate in your studies. Active participation is completing all the assessment tasks on time.
PlagiarismPlagiarism is taking and using someone else's thoughts, writings or inventions and representing them as your own. Plagiarism is a serious act and may result in a learners exclusion from a course. When you have any doubts about including the work of other authors in your assessment, please consult your trainer/assessor. The following list outlines some of the activities for which a learner can be accused of plagiarism:
Presenting any work by another individual as one's own unintentionally
Handing in assessments markedly similar to or copied from another learner
Presenting the work of another individual or group as their own work
Handing in assessments without the adequate acknowledgement of sources used, including assessments taken totally or in part from the internet.
If it is identified that you have plagiarised within your assessment, then a meeting will be organised to discuss this with you, and further action may be taken accordingly.
CollusionCollusion is the presentation by a learner of an assignment as their own that is, in fact, the result in whole or in part of unauthorised collaboration with another person or persons. Collusion involves the cooperation of two or more learners in plagiarism or other forms of academic misconduct and, as such, both parties are subject to disciplinary action.
Competency outcomeThere are two outcomes of assessments: S = Satisfactory and NS = Not Satisfactory (requires more training and experience).Once the learner has completed all the assessments for this unit of competency, the learner will be awarded Competent (C) or Not Competent (NC) for the relevant unit of competency.
Confidentiality
The college will treat anything, including information about your job, workplace, employer, with strict confidence, in accordance with the law. However, you are responsible for ensuring that you do not provide us with anything regarding any third party including your employer, colleagues and others, that they do not consent to the disclosure of. While we may ask you to provide information or details about aspects of your employer and workplace, you are responsible for obtaining necessary consents and ensuring that privacy rights and confidentiality obligations are not breached by you in supplying us with such information.
Assessment appeals processIf you feel that you have been unfairly treated during your assessment, and you are not happy with your assessment and/or the outcome as a result of that treatment, you have the right to lodge an appeal. You must first discuss the issue with your trainer/assessor. If you would like to proceed further with the request after discussions with your trainer/assessor, you need to lodge your appeal via the complaint and appeal form which is available on the college website.
Recognised prior learningLearners will be able to have their previous experience or expertise recognised on request.
Special needsLearners with special needs should notify their trainer/assessor to request any required adjustments as soon as possible. This will enable the trainer/assessor to address the identified needs immediately.
Assessment requirementsAssessment can be:
Direct observation
Product-based methods e.g. reports, role plays, work samples
Portfolios annotated and validated
Questioning.
The assessment activities in this workbook assess aspects of all the elements, performance criteria, skills and knowledge and performance requirements of the unit of competency.
To demonstrate competence in this unit, you must undertake all activities in this workbook and have them deemed satisfactory by the assessor. Once you have demonstrated the required level of performance, you will be deemed competent in this unit.
As part of the assessment process, all learners must abide by any relevant assessment policies as provided during induction.
Candidate DetailsAssessment BSBLDR601 - Lead and manage organisational changePlease complete the following activities and hand in to your trainer/assessor for marking. This forms part of your assessment for BSBLDR601 - Lead and manage organisational change
Name: _____________________________________________________________
Learner ID: ___________________________________________________________
Email:__________________________________________________________
Declaration
I declare that no part of this assessment has been copied from another persons work with the exception of where I have listed or referenced documents or work and that no part of this assessment has been written for me by another person. I also understand the assessment instructions and requirements and consent to being assessed.
Signed:____________________________________________________________
Date:_________________________________________________________
If activities have been completed as part of a small group or in pairs, details of the learners involved should be provided below:
This activity workbook has been completed by the following persons and we acknowledge that it was a fair team effort where everyone contributed equally to the work completed. We declare that no part of this assessment has been copied from another persons work with the exception of where we have listed or referenced documents or work and that no part of this assessment has been written for us by another person.
Learner 1:____________________________________________________________
Signed:____________________________________________________________
Learner 2:____________________________________________________________
Signed:____________________________________________________________
Learner 3:____________________________________________________________
Signed:____________________________________________________________
Activity 1AObjective To provide you with an opportunity:
to identify major operational change requirements according to organisational objectives, performance gaps, business opportunities or threats, and management decisions.
to assess risks and opportunities presented by operational change requirements.
Case Study A Change requirements
You are an area manager for a fast-food restaurant chain, and one of your restaurants is underperforming in terms of:
Poor management
Poor customer service
Underperforming in terms of profit month on month.
You have also received numerous customer complaints about:
Customers being left waiting for too long
Rude or unresponsive team members
Order errors
Staff leaving early and arriving late for shifts.
On further investigation, you have established that members of the service team are being allowed to leave early on their shifts, and are not getting reprimanded when they arrive late. They are often left to talk amongst themselves when customers are waiting in the restaurant. These actions are affecting the day-to-day operations of the restaurant, and the restaurant is underperforming month on month in comparison with similar size restaurants in your area.
Your company objective is to improve customer and operational services within this restaurant, and you need to address the issues of poor leadership and incompetent staff.
From a provided case study, complete the following tasks:
Identify how you will address the issues within this restaurant
Determine what changes you will need to make to ensure that the restaurant improves staff leadership and performance to meet the company objectives.
How would you meet the companys objective in terms of the performance gaps within the team?
How would you meet the companys objective in terms of the threat to restaurant performance in line with company expectations?
How would you meet the companys objective in terms of the decisions made by the store manager on staff protocol?
2. After the implementation of the organisational changes in the restaurant, outline risks and opportunities that could emerge for the company.
Explain your answers clearly.
Assess risks that you have identified whether they need an improvement.
Assess opportunities that you have identified whether they need an improvement.
3. Due to the Covid-19 pandemic situation, the restaurant changes its service from 100% in-store service to 50% in-store service and 50% online delivery service.
The management team assess risk and expected monetary value provided below.
Risk Probability Impact Risk Exposure
(Probability*impact)
A 80% $10,000 B 20% $5,000 C 10% $25,000 D 70% $30,000 Instruction to learner: identify possible risks which may occur if the restaurant executes the new online delivery approach and replace the A-E letter with the answers. Learners are required to calculate risk exposure based on probability and impact. After that learner must interpret the risk result.
Activity 1BObjective To provide you with an opportunity to consult stakeholders, specialists, and experts to confirm the change management opportunities and process.
Case Study B Rebranding
You run your own business in painting and decorating, and you have recently decided to rebrand your business. This is due to another painting and decorating company with a similar name that receives negative feedback and has a bad reputation. You have found that customers are getting you mixed up and are leaving you bad reviews instead of them.
Rebranding seems the most appropriate action to disassociate yourself from the negative publicity.
However, due to the rebranding, you will need to:
Be prepared to spend money on the rebrand
Rename your company
Reconsider your companys slogan
Change the signage on your company vehicle
Contact all current customers to inform them of the changes
Rebuild your brand identity.
In this task, you will need to discuss in class following below elements (further instructions will be advised by your trainer if needed).
Identify relevant stakeholders, specialists, and experts who you should consult with?
Imagine that you are a business owner of the painting and decorating store, you are required to consult stakeholders such as a business partner, marketing team, Head of Human resources, and external artist about the rebranding. Draft a presentation which you will take to explain to your stakeholders. The presentation can be in a form of text, table, graph, picture, PowerPoint slide, and video. Outline the actions that you are going to take in a rebranding process to improve your companys opportunities.
You should include the following in your answer
Explain the reasons why you are rebranding and the process you will take
Explain the risks and the opportunities associated with the process
Contain only significant information
Be accurate, concise, clear, and without spelling or grammatical errors.
Make a group of 3-4 people or as instructed by the trainers.
Activity 1A 1B checklist for assessorThis should be used by the trainer/assessor to document the learners skills, knowledge and performance as relevant to the unit activity. Indicate in the table below if the learner is deemed satisfactory (S) or not satisfactory (NS) for the activity or if reassessment is required.
Learners name Assessors name Unit of Competency
(Code and Title) Date(s) of assessment Marking checklist Performance Criteria
1A - 1
Learner can correctly identify how he/she will address the issues within this restaurant (refer to case study A). YesNo
(Please circle) 1.1
Learner can correctly determine what changes he/she will need to make in ensuring that the restaurant improves staff leadership and performance to meet the company objectives. YesNo
(Please circle) Learner can identify correctly how she/he would meet the companys objective in terms of the performance gaps within the team. YesNo
(Please circle) Learner can identify correctly how she/he would meet the companys objective in terms of the threat to restaurant performance in line with company expectations. YesNo
(Please circle) Learner can identify correctly how she/he would meet
the companys objective in terms of the decisions made by the store manager on staff protocol. YesNo
(Please circle) 1A - 2 Learner can correctly outline risks and opportunities that could emerge for the company. Yes No
(Please circle) 1.2
Learner can correctly identify his/her answers clearly. Yes No
(Please circle) Learner can correctly assess risks that he/she has identified whether they need an improvement. Yes No
(Please circle) Learner can correctly assess opportunities that he/she has identified whether they need an improvement. Yes No
(Please circle) 1B - 1 Learner can correctly outline the actions that he/she is going to take in a rebranding process to improve the
companys opportunities YesNo
(Please circle) 1.3
Learner considers whether the actions are suitable for recipients. YesNo
(Please circle) Learner includes an explanation why he/she is rebranding and the process he/she will take. YesNo
(Please circle) Learner includes an explanation of the risks and the opportunities associated with the process. YesNo
(Please circle) Learner includes only significant information. YesNo
(Please circle) Learner is accurate, concise, clear, and without spelling or grammatical errors. YesNo
(Please circle) Comments
Assessors comments here
The learners performance was: Not yet satisfactory Satisfactory
Activity 2AObjective To provide you with an opportunity to assign resources to the project and confirm reporting protocols with relevant stakeholders.
Refer to Case Study C Investor support
You run a small family company with three employees, including yourself, selling T-shirts online. You have recently found that you are struggling with the rising costs of running the business, and you need to make some operational changes to ensure you can keep going.
Your investor has said they will help you with the required funds to ensure your company is more secure, but they want to know what resources you will need to manage the company finances and how you will report back to them regularly to keep them updated on the progress.
1. What resources you will need to manage for the company finances.
2. How you will report protocols regularly to the relevant stakeholders based on the case study.
Activity 2BObjective To provide you with an opportunity to develop communication or education plan, in consultation with relevant personnel.
Work in a group of 3-4 people or as instructed by your trainer, then make note in your workbook.
1. When developing communication plan or education plan, how can you know relevant personnel?
2. Develop either communication plan or education plan. Use the topic below as guideline to help with this activity.
Communication plan - A plan to increase employee communication across your organisation
Education plan - Arrange training for all team members to deal with operational change
If you choose to do Communication plan, ensure you include the following elements:
Communication Strategy
Target Audience
Key Message
Frequency of Communication
Change Team Member Assigned
Expected Implementation Date
Expected Outcome
Promotion of Benefits of Organisational Change
On the other hand, if you select to do Education plan, please ensure that you include the following requirements:
Training Strategy
Target Audience
Facilitator
Expected Timeframe
Expected Outcome
Activity 2CObjective To provide you with an opportunity to arrange and manage activities for delivery of communication or education plans.
Refer to Case Study D Restructuring
You are the owner of a small company that provides cleaning services for local bed and breakfast accommodations. You currently have five cleaners working for you, and you have found recently that your time is being consumed by the management of your personnel rather than the needs of the business.
To rectify this problem, you have recently appointed a new team manager that will take care of the day-to-day running of the company and the care of your five personnel. The appointment will allow your company to become more competitive and continue to function more practically, freeing up more time for you to manage the financial and operational sides of the business.
Based on Case Study D, you need to arrange an update on the new procedures for the staff members.
1. How would you manage and implement these activities effectively?
Please ensure that you include the below requirements in your answers:
The introduction of the new team manager
How the day-to-day procedures will change
How you will monitor and update the staff members.
Activity 2A 2C checklist for assessorThis should be used by the trainer/assessor to document the learners skills, knowledge and performance as relevant to the unit activity. Indicate in the table below if the learner is deemed satisfactory (S) or not satisfactory (NS) for the activity or if reassessment is required.
Learners name Assessors name Unit of Competency
(Code and Title) Date(s) of assessment Marking checklist Performance Criteria
2A-1 Learner can correctly identify what resources are needed to manage the company finances. YesNo
(Please circle) 2.1
2A-2 Learner includes how to report protocols regularly to the relevant stakeholders based on the case study. YesNo
(Please circle) 2B-1 Learner can correctly understand how you can know relevant personnel when developing communication plan or education plan. YesNo
(Please circle) 2.2
2B-2 Learner includes all requirements in communication that they developed. (Assessor needs to check whether learner selected to develop communication plan or education plan) YesNo
(Please circle) Learner includes all requirements in education plan when they developed. (Assessor needs to check whether learner selected to develop communication plan or education plan) YesNo
(Please circle) 2C-1 Learner can correctly explain how to implement and manage the task based on a provided scenario. YesNo
(Please circle) Learner has included the introduction of the new team manager. YesNo
(Please circle) Learner can correctly explain how day-to-day procedures will change. YesNo
(Please circle) 2.3
Learner can correctly monitor and update the staff members. YesNo
(Please circle) Comments
Assessors comments here
The learners performance was: Not yet satisfactory Satisfactory
Activity 3AObjective To provide you with an opportunity
to assess performance of communication or education plan against objectives.to identify and respond to barriers to the change according to risk management plans and organisational objectives.
Refer to Case Study E Communication issues
Your company has released the latest key objective for staff:
To improve communication between employees.
You are a team leader and you have found that your work team is not communicating well together through an operational change. A new system has been utilised to monitor traffic on your social media pages and requires the team to work together to ensure important information is captured.
You have identified three members of the team who are not engaging with the others:
Anna does not communicate with the rest of the team; she expects the others to know what she is doing, and she often fails to update the others on her progress
Adam is reluctant to speak to others and keeps himself to himself. He has good technical knowledge that could help others but often fails to share this with his team
Clara is seen as being unfriendly and a little unapproachable; she does not make eye contact with others, and often keeps her head down when she is working. She only speaks when she is spoken to and never offers to help others.
1. Read the case study and write a report that specifies the communication issues and what needs to be resolved to meet the company objective.
In your report, you must identify:
What the issues are.
Who got involved?
How this impacts the company objective.
How would you resolve by using communication or education plan?
How would you assess the performance of your communication or education plan against an objective?
2. From a case study E, you have found that the three members of staff are not complying with the suggestions you have already made to improve the communication in the team. They are continuing to work individually and are not coming together to help meet the organisational objective.
Outline three different reasons you could identify why the team is not communicating with each other
Explain how you can respond to the issues to ensure your team is meeting the company objective.
Activity 3BObjective To provide you with an opportunity to modify communication or education plan according to change program objectives.Refer to Case Study F- Change requirements
You are the manager of a hotel that currently employs 20 team members. To increase revenue, your senior management team had initially released a plan to refurbish a large room at the back of the hotel and start offering the opportunity for companies to hold corporate events.
Your current hospitality team members are fully trained to work in the restaurant, and the bar and you were in the process of arranging training for the existing staff to work in the new function room.
However, due to financial constraints, the senior management team has now decided that they can afford to retain and train only 15 members of the team, and you must take action to make the other five redundant.
1. Explain how you will modify education plan to meet the company objectives change.
This must include:
Arranging training for 15 members of the team to work in the new corporate room
Explaining how you will select five members of the team for redundancy.
Activity 3A 3B checklist for assessorThis should be used by the trainer/assessor to document the learners skills, knowledge and performance as relevant to the unit activity. Indicate in the table below if the learner is deemed satisfactory (S) or not satisfactory (NS) for the activity or if reassessment is required.
Learners name Assessors name Unit of Competency
(Code and Title) Date(s) of assessment Marking checklist Performance Criteria
3A-1 Learner can correctly write a report that specifies the communication issues and what needs to be resolved to meet the company objective base on a provided case study. Yes No
(Please circle) 3.1, 3.2
Learner has included who got involved in the report. Yes No
(Please circle) Learner has included how this impacts the company objective. Yes No
(Please circle) Learner has included how to resolve those issues by using communication or education plan. Yes No
(Please circle) Learner has included how to assess the performance of communication or education plan against an objective. Yes No
(Please circle) 3A-2 Learner can correctly outline three different reasons to identify why the team is not communicating with each other. Yes No
(Please circle) Learner can correctly explain how to respond to the issues to ensure the team is meeting the company objective based on a case study. Yes No
(Please circle) 3B - 1 Learner can correctly explain how to modify the two change requirements to meet the company objectives. YesNo
(Please circle) 3.3
Learner has identified how to arrange training for 15 members of the team to work in the new corporate room. YesNo
(Please circle) Learner has explained how to select five members of the team for redundancy. YesNo
(Please circle) Comments
Assessors comments here
The learners performance was: Not yet satisfactory Satisfactory
Summative Assessments answer guideSection A: Skills ActivityObjective: To provide you with an opportunity to show you have the required skills for this unit.
This activity will enable you to demonstrate the following skills:
Reading:
interprets detailed information that may deal with complex ideas related to issues both within and outside the workplace context
Writing:
uses clear and precise language to develop information about objectives, requirements, activities and recommendations
develops complex plans and strategies in appropriate format for the audience and purpose
Oral communication:
discusses and seeks information using appropriate structure and language for the audience
uses questioning and active listening to clarify or confirm understanding
Numeracy:
interprets, analyses, and presents numeric information in complex documents
Initiative and enterprise:
takes a lead role in the execution of organisational strategic goals and associated roles and responsibilities
develops new and innovative ideas through exploration and lateral thinking
Teamwork:
uses a variety of communication tools and strategies to build and maintain effective working relationships
uses inclusive and collaborative techniques to seek feedback, negotiate and consult with a range of stakeholders
Planning and organising:
plans, organises, and implements activities required to achieve strategic priorities and outcomes, including consulting with others and sequencing events to minimise uncertainty for staff
uses problem-solving skills to identify and analyse issues or barriers, and develop responses.Please note: All required foundation skills have been covered by Activity 1A - Activity 3B, Section B: Knowledge Activity (Q & A) and Section C: Performance Activity
Section B: Knowledge Activity (Q & A)Objective: To provide you with an opportunity to show you have the required knowledge for this unit.
The answers to the following questions will enable you to demonstrate your knowledge of:
Events or trends that may impact on the achievement of organisational objectives
Existing policies and practices to guide organisational change
Methods for conducting cost-benefit analysis for high priority change requirements and opportunities
Methods for conducting risk analysis, including barriers to change and relevant mitigation strategies
Content of communication and education plans, including:
promotion of benefits of organisational change
Change management processes or cycles and strategies for communicating and embedding change
Organisational behaviour and how the external environment can impact on change strategies
Components of a change management project plan.
Answer each question in as much detail as possible.
Scenario A
You are the owner of Bounce fitness which has been established for 10 years. Bounce fitness is operating more than 100 branches in Australia and planning to expand 10 branches at the end of this year. You have to work manage your employees in Finance, HR, Operators, trainers and other relevant staff in your company. You has been reported by finance department that the company revenue has suddenly dropped during the Covid19 pandemic as there were a lot of government restrictions previously and your customers have complained about safety concern in your fitness. Therefore, you, as the owner, has responsibility to manage these issues as soon as possible to avoid a bad reputation.
Goal/ objective:
Manage and reduce customers complaints and unsatisfactory ensure safety concern is prevented
To increase the number of customers, including new customers who are focussing on healthy lifestyle and bodyweight training.
Use this scenario to answer the following activities to show that you clearly understand.
Use the table below to guide you with the question, identify one event and one trend that you believe it may impact on the achievement of the organisational objective.
Objective 1: Resolve all customer complaints submitted via all channels within 48 hours of filing
Event Explanation of How Event Affects Achievement of Objective
Trend Explanation of How Trend Affects Achievement of Objective
Explain why it is important to fully prepare existing policies and practices to guide an operational change.
Explain why it would be beneficial to conduct a cost-benefit analysis before implementing a change.
When analysing and interpreting information about an organisations internal and external environments, there are two tools that can be used as cost-benefit methods, which are SWOT and PESTLE analysis. Therefore, you are required to complete each table below by filling correct information.
Definition Explanation
S W O T Definition Explanation
P E S T L E Use the provided table below to conduct risk analysis, including barriers to change and relevant mitigation strategies for your business (based on a provided scenario A)
Briefly explain each of the following requirements to assess risk
Requirements to assess Risk Explanation
Likelihood Consequence Risk Rating Priority Rating Complete the table below:
Identify two common barriers to change
Identify at least one mitigation strategy for each barrier
Explain how each mitigation strategy addressed barrier to change
Barriers to Change Mitigation Strategies to Address these Barriers Explain of How Mitigation Strategy Addresses Barrier to Change
According to a Scenario B, use the provided table to answer the following questions based on the Communication Plan, and complete the Communication Plan, briefly answering the components in relation to the scenario.
Scenario B
Rose acquired a Flower Delivery business almost a year ago. When Rose started, she had established a vision for the existing business on expanding it by exceeding customer expectations. It was successful and her business doubled in a short time. Customers were returning to Blooms repeatedly and recommending friends and family. In the last three months, she has noticed a decline in orders and regular customers not calling. She did implement a growth strategy for her staff at this time which involved them contacting every customer, 24 hours after for their feedback.
Some of her staff were positive about this but one was very resistant. Rose informed them all they would just have to do it as it was a requirement of the job and as a team. Rose did hear a comment about this staff member being abrupt with a customer. She is now wondering if this could be impacting her decline in business Rose needs to take action to make a change and turn her business around. Rose wants to improve communication and educate her staff about how this benefits them and the customers.
Identify at least two possible experts Rose can consult to improve her staff training
a.
b.
Communication Plan Components Explanation
a. Communication strategy B. Target Audience C. Personnel Responsible D. Key Message E. Communication method to be used F. Frequency Use the provided table below to identify the eight steps of Kotters 8-Step Change Process and briefly explain how each step can be implemented in a workplace.
Kotters 8-Step Change Management Process Explanation of How Each Step if Implemented in a Workplace
Identify two strategies for embedding change within an organisation. Provide an explanation for each of the identified strategies.
Based on Scenario C, read and complete the identified tasks below
Scenario C
Judice restaurant is attempting to set up feedback sessions to get the insight of employees regarding the organisational change they will be undertaking. This is the first time the employees are being given an opportunity for feedback, since Judice Restaurant usually employs one-way communication between management and employees.
i.Identify the change strategy being implemented
ii.Identify one organisational behaviour that would affect the application of the following change strategy
iii.Briefly explain how the identified organisational behaviour impacts the application of the change strategy
Based on Scenario D, read and complete the identified tasks below
Scenario D
Judice Restaurant is adapting a new application for its Point of Sales system. Its a new application developed to ensure smoother transaction using a cloud system. However, the new application has also enticed numerous the restaurant. Due to the high demand, the current developers are having a hard time sustaining server for the application.
i.Identify the change strategy being implemented
ii.Identify one external environment factor that would affect the implementation of the identified change strategy
iii.Briefly explain how the external environment factor impacts the application of the change strategy
What are the four main components of a change management plan?
Describe each of the following components of a change management project plan.
Scope
Roles and Responsibilities
Communication Strategy
Section B: Knowledge Activity (Q & A) Checklist for assessorThis should be used by the trainer/assessor to document the learners skills, knowledge and performance as relevant to the unit activity. Indicate in the table below if the learner is deemed satisfactory (S) or not satisfactory (NS) for the activity or if reassessment is required.
Learners name Assessors name Unit of Competency
(Code and Title) Date(s) of assessment Marking checklist Performance Criteria
1.
Learner can correctly identify one event and one trend that they believe it may impact on the achievement of the organisational objective. Yes No
(Please circle) Knowledge Evidence
2. Learner can correctly explain the importance to fully prepare existing policies and practices to guide an operational change. Yes No
(Please circle) 3. Learner can explain why it would be beneficial to conduct a cost-benefit analysis before implementing a change. Yes No
(Please circle) 4. Learner can correctly analyse and interpreting information based on the provided scenario into SWOT analysis table. Yes No
(Please circle) Learner can correctly analyse and interpreting information based on the provided scenario into PESTLE analysis table. Yes No
(Please circle) 5. Learner can correctly use the provided table to conduct risk analysis, including barriers to change and relevant mitigation strategies for your business (based on a provided scenario) Yes No
(Please circle) 6. Learner can correctly use the provided table to answer and complete the Communication and briefly answering the components in relation to the scenario. Yes No
(Please circle) 7. Learner can correctly use the provided table below to identify the eight steps of Kotters 8-Step Change Process and briefly explain how each step can be implemented in a workplace. Yes No
(Please circle) 8. Learner can correctly identify two strategies for embedding change within an organisation. Provide an explanation for each of the identified strategies. Yes No
(Please circle) Learner can correctly provide an explanation for each of the identified strategies. Yes No
(Please circle) 9. Learner can correctly identify the change strategy being implemented based on scenario C. Yes No
(Please circle) Learner can correctly identify one organisational behaviour that would affect the application of the following change strategy based on scenario C. Yes No
(Please circle) Learner can correctly briefly explain how the identified organisational behaviour impacts the application of the change strategy based on scenario C. Yes No
(Please circle) 10. Learner can correctly identify the change strategy being implemented based on scenario D. Yes No
(Please circle) Learner can correctly identify one external environment factor that would affect the implementation of the identified change strategy based on scenario D. Yes No
(Please circle) Learner can correctly briefly explain how the external environment factor impacts the application of the change strategy based on scenario D. Yes No
(Please circle) 11. Learner can correctly identify four main components of a change management plan. Yes No
(Please circle) 12. Learner can correctly describe scope of a change management project plan. Yes No
(Please circle) Learner can correctly describe roles and responsibilities of a change management project plan. Yes No
(Please circle) Learner can correctly describe communication strategy of a change management project plan. Yes No
(Please circle) Comments
Assessors comments here
The learners performance was: Not yet satisfactory Satisfactory
Section C: Performance ActivityObjective: To provide you with an opportunity to demonstrate the required performance elements for this unit.
This activity will enable you to demonstrate the following performance evidence:
Develop and implement a change management plan to lead and manage organisational change.
In the course of the above, the candidate must:
Analyse and interpret information about the organisations internal and external environment and consult with stakeholders to identify requirements and opportunities for changes that support organisational objectives
Prioritise opportunities for changes with input from relevant stakeholders
Develop a change management project plan for the priority changes incorporating resource requirements, risk management and timelines
Develop strategies to communicate or educate the changes and embed them
Obtain approvals and agree reporting protocols with relevant managers and implement the plan including addressing barriers to change
Review and evaluate the change management project plan and modify as needed to achieve objectives.
Answer the activity in as much detail as possible.
Produce a change management action plan to help you prepare to lead a business meeting with relevant stakeholders regarding an operational change. This will demonstrate that you can take the appropriate action when implementing a specific operational change.
You may choose a change that could occur in your preferred industry, or your assessor will have a list of generic ideas you could choose to complete the activity.
Your change management plan must include:
Outlining the changes required
Determining the overall objective
Outlining tasks required to implement the change
Listing the resources you will require
Determining an appropriate timeframe
Listing the people who will be responsible or involved.
This is a roleplay activity to be conducted in groups of three to four or this will be further instructed by your trainer if needed, with you playing the role of the manager and your peers playing relevant stakeholders.
Using your action plan from Question 1 as a guide, you must lead a business meeting with relevant stakeholders to present your plan and seek opinion.
During the meeting with relevant stakeholders, you must:
Demonstrate that you have planned and developed a change management action plan that you can share with the relevant stakeholders
Demonstrate that you have planned and developed concise content in your plan that is appropriate and relevant
Use problem-solving skills to negotiate and resolve any risk challenges to the change that are identified
Acknowledge stakeholder input as necessary
Demonstrate that you have followed any relevant organisational and legislative requirements if applicable.
As a final task, you must evaluate how the change process went.
Evaluate your change management processes as a continuous improvement activity. You should produce a written report to document this. You must outline the progress made during the meeting and ensure your report will be relevant to both external and internal stakeholders who have an interest in the change management process.
The report must include:
Details of the overall objective
Details of the change management action plan
Any unresolved risk issues
Details of what went well during the meeting
Details of where improvement in change management could be made in the future
A summary of the final outcomes.
Your final work should be checked for spelling, grammar, and punctuation, and then attached to your workbook.
Section C: Performance Activity Checklist - for assessorThis should be used by the trainer/assessor to document the learners skills, knowledge and performance as relevant to the unit activity. Indicate in the table below if the learner is deemed satisfactory (S) or not satisfactory (NS) for the activity or if reassessment is required.
Learners name Assessors name Unit of Competency
(Code and Title) Date(s) of assessment Marking checklist Performance Criteria
1.
Learner can correctly include and identify the changes required in a change management plan. Yes No
(Please circle) Performance Evidence
Learner can correctly include and identify the overall objective in a change management plan. Yes No
(Please circle) Learner can correctly include and identify tasks required to implement the change in a change management plan. Yes No
(Please circle) Learner can correctly include and identify appropriate timeframe in a change management plan. Yes No
(Please circle) Learner can correctly include and identify people who will be responsible or involved in a change management plan. Yes No
(Please circle) 2.
Learner can demonstrate that they have planned and developed a change management action plan that they can share with the relevant stakeholders. Yes No
(Please circle) Learner can demonstrate that they have planned and developed concise content in their plan that is appropriate and relevant. Yes No
(Please circle) Learner can effectively demonstrate that they can use problem-solving skills to negotiate and resolve any risk challenges to the change that are identified. Yes No
(Please circle) Learner can correctly acknowledge stakeholder input as necessary. Yes No
(Please circle) Learner can correctly demonstrate that they have followed any relevant organisational and legislative requirements if applicable. Yes No
(Please circle) 3.
Learner can correctly evaluate change management process as a continuous improvement activity. Yes No
(Please circle) Learner can correctly outline the progress made during the meeting and ensure the report will be relevant to both external and internal stakeholders who have an interest in the change management process. Yes No
(Please circle) Learner has included details of the overall objective in a report. Yes No
(Please circle) Learner has included details of the change management action plan in a report. Yes No
(Please circle) Learner has included any unresolved risk issues in a report. Yes No
(Please circle) Learner has included details of what went well during the meeting in a report. Yes No
(Please circle) Learner has included details of where improvement in change management could be made in the future in a report. Yes No
(Please circle) Learner has included a summary of the final outcomes in a report. Yes No
(Please circle) Comments
Assessors comments here
The learners performance was: Not yet satisfactory Satisfactory
Competency record to be completed by assessorThis should be used by the trainer/assessor to document the learners skills, knowledge and performance as relevant to the overall unit. Indicate in the table below if the learner is deemed competent or not yet competent for the unit or if reassessment is required.
Learners name Assessors name Unit of Competence
(Code and Title) Date Has the learner completed all required assessments to a satisfactory standard? Yes No
(Please circle)
Has sufficient evidence and information been provided by the learner to prove their competency across the entire unit? Yes No
(Please circle)
Learner is deemed: Not yet competent Competent
Comments from trainer/assessor:
