BSBINN601 Lead and manage organisational change Sample Assignment
Assessment Resource Summary | ||
Unit Details |
BSBINN601 Lead and manage organisational change | |
Assessment Type |
This is a summative assessment, which requires each student to have adequate practice prior to undertaking this assessment Assessment 1 + 2 Must also be undertaken in a real or simulated business environment | |
Assessment Methods |
Projects |
Assessment 1 (identify change and develop change management strategy) |
Project and Observation |
Assessment 2 (Implement change management strategy)
Assessment 3 (Review and improve change management strategy) | |
Written Assessment |
Assessment 4 (Written Assessment / Project) |
Last Modification Date |
August 2016 |
Proposed Review Date |
August 2017 |
ASSESSMENT SUMMARY / COVER SHEET
This form is to be completed by the assessor and used as a final record of student competency. All student submissions including any associated checklists (outlined below) are to be attached to this cover sheet before placing on the students file. Student results are not to be entered onto the Student Management Database unless all relevant paperwork is completed and attached to this form. |
Student Name: | |
Student ID No: | |
Final Completion Date: | |
Unit Code: |
BSBINN601 |
Unit Title: |
Lead and manage organisational change |
Please attach the following documentation to this form |
Result S = Satisfactory NS = Not Satisfactory NA = Not Assessed |
Reassessment S = Satisfactory NS = Not Satisfactory NA = Not Assessed | |
Assessment 1 |
q Detailed change management plan attached q Checklist attached |
S | NS | NA |
S | NS | NA |
Assessment 2 |
q Meeting Observed q Handouts attached q Meeting plan attached q Checklist attached |
S | NS | NA |
S | NS | NA |
Assessment 3 |
q Written report attached q Implementation plan attached q Updated change management plan attached q Checklist attached |
S | NS | NA |
S | NS | NA |
Assessment 4 |
q Written assessment / project attached |
S | NS | NA |
S | NS | NA |
Final Assessment Result for this unit |
C / NYC |
Assessor Notes: (inclusive of reassessment, reasonable adjustment, further opportunities for gap training etc): ___________
_____________________________________________________________________________________
_____________________________________________________________________________________
Student Declaration: I declare that I have been assessed in this unit, and I have been advised of my result. I also am aware of my appeal rights. Name: ____________________________ Signature: ____________________________ Date: ____/_____/_____ |
Assessor Declaration: I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback Name: ____________________________ Signature: ____________________________ Date: ____/_____/_____ |
Administrative use only
Entered onto Student Management Database |
q ________________ Date |
Initials |
ASSESSMENT 1 – STUDENT INFORMATION
This information is to be handed to each student to outline the assessment requirements.
You are a senior manager within BD Corp., a private training organisation delivering customised training to corporate clients throughout Australia. Since starting 5 years ago, BD Corp. has focused on 3 main streams of Assignments, including:
- Customer service
- Time management
- Leadership development
BD Corp. has now recognised that one of the most important assets is its trainers. BD Corp. employs 18 trainers, 4 training customer services, 6 training time management, and the remainder training Leadership Development. Of the 18 trainers, 4 have been employed since the company started, but the remaining 14 trainers are not stable. The average employment length of these trainers is 3 - 7 months. We are not sure why this is the case, as we pay well above industry standard wages, and offer flexibility within the workplace.
All recruitment is undertaken by the CEO, who has many years experience delivering training in the corporate sector. The CEO is highly recommended by our clients, and has a comprehensive network within Australia's top 100 Blue Chip companies.
Currently BD Corp does not have any "formal" recruitment policies, but in general
• positions are advertised on seek.com.au
• the CEOapos;s wife (who does not officially work in the company) looks over each one, then short lists them for the CEO to interview
• the company administration team then contact each shortlisted applicant and invites them to attend a group interview, where they are required to sell themselves to the CEO
• if the applicants are successful at this stage, they are invited to a one-on-one interview with the CEO, who discuses the position requirements and company expectations
• successful applicants are then offered a position with salary negotiated directly with the CEO.
In relation to staff management, the CEO undertakes the following:
• Team meetings are run with all staff every 3 months. The meetings discuss company performance, new clients, new system / processes and issues that have arisen over the past 3 months
• Annual performance reviews are undertaken, but are not recorded. Sometimes the reviews are undertaken around 9 months, sometimes around 15 months (where there are no issues).
• The CEO has an open door policy, however is often out of the office networking and creating sales for the company.
The CEO has developed a 2 year strategic plan (provided)
Your task is to develop a comprehensive change management plan for the organisation.
This plan will:
· Confirm the business or organisations vision and mission;
- Include relevant organisational values
· Identify and consider strengths and weaknesses of existing and potential competitors and allies
· Analyse organisation's strengths, weaknesses, opportunities and threats through a detailed SWOT analysis
· Document relevant research and background for inclusion in the strategic plan
· Formulate strategic objectives and strategies needed for the future
· Detail each strategy with an assigned priority, a timeframe, responsible parties and measurable performance indicators
- Provide for due diligence
Your aim is to identify any change requirements / opportunities that can be established within BD Corp.
You will also need to
- Ask further questions as needed directly to your CEO (role-played by your assessor). Remember, your CEO is a busy person, so you must be prepared during all communications.
- Monitor the trends within the external business environment (other corporate training organisations)
- Consider performance gaps / business opportunities or threats / or management opportunities
- Review and prioritise all change requirements
Once you have identified an appropriate change requirement / opportunity, you are to develop a change management strategy. This strategy must include:
- A situational awareness that
- Discusses your change characteristics
- Identifies and describe your organisational attributes
- Identifies your impacted
- A supporting structure
- Team structure
- Sponsor coalition
- A strategy analysis including
- Risk assessment
- Anticipated resistance
- Special tactics
- A cost benefit analysis for high priority change opportunities
- A change management project plan
- Relevant communication / education pans
You are to submit this strategy by the due date.
Evidence summary - you are to
- Prepare and submit a comprehensive change management plan as outlined above (minimum 3000 words)
- Communicate clearly and professionally with your CEO when gathering further information
- Submit this plan on time
This assessment is due on: ________________________________
Goal We will develop a high performance culture in an environment which encourages collaboration and focuses on exceeding customer expectations | |
Objectives |
Strategies |
Attract, develop and retain a workforce with the capacity to achieve our strategic goals. |
• Create and implement recruitment, development and retention strategies to meet the priorities identified through the annual workforce planning process. • Provide lifelong learning and professional development opportunities for academic and professional staff, irrespective of location. • Grow leadership capacity by providing access to and encouraging participation in targeted programs. • Develop a staff profile that reflects the diversity of the company's corporate clients |
Recognise and reward excellence in teaching, research and service. |
• Expand BD Corp's rewards program to further recognise excellence in training, engagement and service. • Develop and implement a recognition process for excellence in training and customer service. • Showcase excellence within BD Corp. and promote the achievements of staff, students and corporate clients to the broader community. |
Improve our performance as a learning organisation, committed to quality assurance. |
• Refine and embed the annual operational unit planning process as the means of aligning strategic planning and budget. • Align staff performance planning, management, development and review with strategic and operational goals. • Successfully manage significant change, through appropriate strategies and communication. • Ensure major strategic projects achieve stated outcomes, are implemented to agreed timelines and undergo post implementation review. • Share learning across the company, promoting excellence in • practice. |
Optimise a positive student experience |
• Ensure equitable access for customers to meaningful support services, IT and infrastructure regardless of location and mode of delivery. • Provide appropriate mechanisms for customer feedback and input on matters affecting them. • Foster a responsive and personalised service culture across the company. |
Increase student load while maintaining Assignment quality, student engagement and sustainability |
• Actively pursue sustainable growth. • Embed a commitment to the triple-bottom line to enhance the • economic, social and environmental sustainability of BD Corp. • Deliver high quality and relevant Assignments in demand by corporate clients. • Minimise the duplication of unit offerings across the BD Corp. • Develop a coordinated and cohesive organisational approach to addressing customer retention. |
ASSESSMENT 1 – STUDENT SELF ASSESSMENT CHECKLIST
This information is to be handed to each student to outline the assessment criteria
This checklist is similar to the one being used by your assessor during this assessment. This checklist should be reviewed by you to evaluate your readiness for assessment, and to confirm your understanding of the criteria by which this assessment task will be judged.
Once you feel you have the required skills and knowledge to demonstrate each of the following assessment criteria, you are ready to be assessed. Please speak with your assessor if you feel you are not ready to be assessed before the assessment has commenced.
You may refer to this checklist at any stage PRIOR to the commencement of your assessment. You may not refer to this checklist whilst you are being assessed.
Student Assessment Criteria |
I feel I can demonstrate this |
Communication | Are you able to: | |
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r Yes r No |
Safety | Are you able to: | |
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r Yes r No |
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r Yes r No |
Task requirements | Are you able to: | |
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
Include situational awareness that discusses:
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r Yes r No |
Include supporting structure that discusses:
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r Yes r No |
Include strategic analysis that discusses:
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
ASSESSMENT 1 – ASSESSOR CHECKLIST
This checklist is to be used when assessing the students in this task. This checklist is to be completed for each student. Please refer to separate mapping document for specific details relating to alignment of this task to the unit requirements.
Please complete below
Student Name: | |
Student ID No: |
In undertaking this assessment, did the student |
Satisfactory |
Comments |
Identify strategic change needs |
r Yes r No | |
Confirm business or organisations vision and mission; |
r Yes r No | |
Include relevant organisational values |
r Yes r No | |
Identify and consider strengths and weaknesses of existing and potential competitors and allies |
r Yes r No | |
Analyse organisation's strengths, weaknesses, opportunities and threats through a detailed SWOT analysis |
r Yes r No | |
Document relevant research and background for inclusion in the strategic plan |
r Yes r No | |
Formulate strategic objectives and strategies needed for the future |
r Yes r No | |
Review existing policies |
r Yes r No | |
Background information |
r Yes r No | |
Change Management Plan – Include Situational Awareness that discusses: | ||
q Detail the scope of the change q Identify how many people will be impacted q Detail who is being impacted q Identify if they are being impacted the same, or experiencing the change differently q Identify what is being changed (processes, systems, job roles, etc) q Include a timeframe for the change |
r Yes r No | |
q Discuss perceived need for change q Identify how past changes have been managed q Identify shared vision of business q Identify amount of change going on right now |
r Yes r No | |
q Outline impacted groups q Show how they will be impacted q Allow for customisation of plans in change management process |
r Yes r No | |
Change Management Plan – Include Supporting Structure that discusses: | ||
q Identify who will be doing the change management work q Outline relationship between project team and change management team q Identify over risk factors q Document specific risk factors |
r Yes r No | |
q Describe leaders / managers who need to be on board for successful change q Identify leaders of the groups who will be impacted by the change q Detail support structure q Detail communication protocols |
r Yes r No | |
Change Management Plan – Include Strategy Analysis that discusses: | ||
q Identify overall risk q Document specific risk factors q Detail contingency options q Mitigation strategies |
r Yes r No | |
q Identify regions or divisions impacted differently than others q Identify multiple solutions to same problem |
r Yes r No | |
Include a communication plan if relevant |
r Yes r No | |
Include a sponsorship roadmap if relevant |
r Yes r No | |
Include coaching plan |
r Yes r No | |
Include training plan |
r Yes r No | |
Include resistance management plan |
r Yes r No | |
Include reinforcement planning if relevant |
r Yes r No | |
Include a schedule of activity for implementation that includes | ||
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r Yes r No | |
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r Yes r No | |
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r Yes r No |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
Include cost benefit analysis taking into consideration | ||
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
Change Management Strategy attached |
r Yes r No |
Comments |
Comments |
Result: Satisfactory | Not Satisfactory | Not Assessed
Student Declaration: I declare that I have been assessed in this unit, and I have been advised of my result. I also am aware of my appeal rights. |
Name: ________________________ Signature: ________________________ Date: ____/_____/_____ |
Assessor: I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback |
Name: ________________________ Signature: ________________________ Date: ____/_____/_____ |
ASSESSMENT 2 – STUDENT INFORMATION
This information is to be handed to each student to outline the assessment requirements.
Following Assessment 1, you are to prepare for and implement your change management plan in part.
Your implementation will encompass running a meeting for your team in which you:
· Explain and discuss the change management plan in detail
· Allocate responsibilities for at least 2 different strategies outlined within the plan
· Instruct / mentor each person to whom you have allocated a responsibility to, to ensure they understand and are empowered to perform their allocated task
· Allocate / assign resources to the team
· Discuss and agree on reporting protocols to be followed throughout the change management process
It is important that you are prepared for this session, ensuring you:
· prepare for the session to ensure everything is covered
· develop and provide relevant documentation / supporting materials to your team
Your assessor will observe you running the meeting.
Meeting Context
- Each meeting will consist of yourself (running the meeting), and at least 2 other people, who will role-play the employees. These employees will be role-played by persons who are not students within your Assignment (such as other trainers or assessors)
Things to consider whilst performing this task:
- Be organised - prepare and plan for the session thoroughly.
- Know your position
- Know your company
- Arrange access to all required documentation for this process
- Be prepared to ask questions
- Be prepared to be asked questions
Things to consider whilst role-playing an employee:
- Be prepared
- Act professionally throughout the process
- Be prepared to ask questions when you require more information
- Answer all questions to the best of your ability
- Make sure that by the end of the session, you are fully aware of the strategy you have been allocated, along with the actions you would need to perform to achieve this.
Remember, you will be required to both run the meeting, and role-play an employee (during another students assessment), so be sure to perform at your best at all times.
Assessment Summary
You are to submit the following
- Your meeting plan
- Copies of documentation provided to employees
- Your assessor will observe you running the meeting
This task will be assessed on: ___________________________
ASSESSMENT 2 – STUDENT SELF ASSESSMENT CHECKLIST
This information is to be handed to each student to outline the assessment criteria
This checklist is similar to the one being used by your assessor during this assessment. This checklist should be reviewed by you to evaluate your readiness for assessment, and to confirm your understanding of the criteria by which this assessment task will be judged.
Once you feel you have the required skills and knowledge to demonstrate each of the following assessment criteria, you are ready to be assessed. Please speak with your assessor if you feel you are not ready to be assessed before the assessment has commenced.
You may refer to this checklist at any stage PRIOR to the commencement of your assessment. You may not refer to this checklist whilst you are being assessed.
Student Assessment Criteria |
I feel I can demonstrate this |
Communication | Are you able to: | |
|
r Yes r No |
Safety | Are you able to: | |
|
r Yes r No |
|
r Yes r No |
Task requirements | Are you able to: | |
|
r Yes r No |
|
r Yes r No |
|
r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
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r Yes r No |
ASSESSMENT 2 – ASSESSOR CHECKLIST
This checklist is to be used when assessing the students in this task. This checklist is to be completed for each student. Please refer to separate mapping document for specific details relating to alignment of this task to the unit requirements.
Please complete below
Student Name: | |
Student ID No: |
Whilst reviewing the change management plans, did the student: |
Satisfactory |
Comments |
Prepare for the meeting ensuring they | ||
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r Yes r No | |
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r Yes r No | |
Run the meeting including ensuring they | ||
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No |
Comments |
Result: Satisfactory | Not Satisfactory | Not Assessed
Student Declaration: I declare that I have been assessed in this unit, and I have been advised of my result. I also am aware of my appeal rights. |
Name: ________________________ Signature: ________________________ Date: ____/_____/_____ |
Assessor: I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback |
Name: ________________________ Signature: ________________________ Date: ____/_____/_____ |
ASSESSMENT 3 – STUDENT INFORMATION
This information is to be handed to each student to outline the assessment requirements
For this assessment, you are to interview your assessor and gather the required data to review the implementation of your change management plan. To perform this task satisfactorily, you must be prepared, as your assessor will only provide you with answers to questions asked.
In performing this task, you should:
· Consider your change management plan developed in Assessment 1
· Identify the type of information required to determine the effectiveness of each strategy
· Assess the profitability and productivity outcomes of each strategy
· Identify areas of underperformance
· Identify improvements that are appropriate to ensure the viability of the change management plan
Once you have gathered this information, you are to provide a written report that:
· comments on the effectiveness of the plans implementation
· reviews the financial outcome (in terms of viability, profitability and productivity) of each strategy
· outlines the areas of underperformance, along with recommendations for improvements
· includes an amended version of your change management plan, with the changes highlighted
· outlines in detail how the changes will be implemented
Assessment Summary
You are to submit the following
- The detailed report as outlined above (minimum 1000 words)
This assessment is due on: __________________________________
ASSESSMENT 3 – STUDENT SELF ASSESSMENT CHECKLIST
This information is to be handed to each student to outline the assessment criteria
This checklist is similar to the one being used by your assessor during this assessment. This checklist should be reviewed by you to evaluate your readiness for assessment, and to confirm your understanding of the criteria by which this assessment task will be judged.
Once you feel you have the required skills and knowledge to demonstrate each of the following assessment criteria, you are ready to be assessed. Please speak with your assessor if you feel you are not ready to be assessed before the assessment has commenced.
You may refer to this checklist at any stage PRIOR to the commencement of your assessment. You may not refer to this checklist whilst you are being assessed.
Student Assessment Criteria |
I feel I can demonstrate this |
Communication | Are you able to: | |
|
r Yes r No |
Safety | Are you able to: | |
|
r Yes r No |
|
r Yes r No |
Task requirements | Are you able to: | |
|
r Yes r No |
|
r Yes r No |
|
r Yes r No |
|
r Yes r No |
|
r Yes r No |
|
r Yes r No |
|
r Yes r No |
ASSESSMENT 3 – ASSESSOR CHECKLIST
This checklist is to be used when assessing the students in this task. This checklist is to be completed for each student. Please refer to separate mapping document for specific details relating to alignment of this task to the unit requirements.
Please complete below
Student Name: | |
Student ID No: |
Whilst reviewing the change management plans, did the student: |
Satisfactory |
Comments |
Identify information required for the review including | ||
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
Arrange a time to meet with their stakeholder and gather the following information | ||
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
Review information, and develop a written report that | ||
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
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r Yes r No | |
Present report and recommendations and: | ||
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r Yes r No | |
|
r Yes r No | |
|
r Yes r No | |
Written report attached |
r Yes r No | |
Implementation plan attached |
r Yes r No | |
Updated change management plan attached |
r Yes r No |
Comments |
Comments |
Result: Satisfactory | Not Satisfactory | Not Assessed
Student Declaration: I declare that I have been assessed in this unit, and I have been advised of my result. I also am aware of my appeal rights. |
Name: ________________________ Signature: ________________________ Date: ____/_____/_____ |
Assessor: I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback |
Name: ________________________ Signature: ________________________ Date: ____/_____/_____ |
ASSESSMENT 4 – WRITTEN ASSESSMENT / PROJECT
Student Name: ______________________________________________________________
Student ID No: _________________________________________ Date: _______________
Student Instructions
Written Assessment |
Project |
· This assessment will be undertaken in the classroom, under test conditions.
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· You are to research and answer all of the following questions. Be sure to:
· Black or blue pen is required to complete this assessment. · Return your assessment by the date set by your assessor · Do not plagiarise. Plagiarism is considered cheating. Please refer below for our policy in regards to cheating |
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Questions | ||
1 |
Describe a process / steps that you should follow when dealing with change management. (200 words) | |
2 |
Describe the three phases in an Organisational Change Management Life Cycle | |
3 |
How could you ensure senior management reinforces your change management program? (200 words) | |
4 |
In the space provided describe how you could use David Kolbs Learning Styles when encouraging change (minimum 250 words) | |
5 |
What are the 5 stages of change as implied by the Kubler-Ross Model | |
6 |
Why might people resist change? (provide 10 reasons) | |
7 |
Describe why a person’s family upbringing may affect how they respond to change. change (minimum 250 words) | |
8 |
Describe 5 different reasons why people may react differently to change (minimum 250 words) | |
9 |
Describe 5 different ways people may react to change (minimum 250 words) | |
10 |
Describe in detail (minimum 600 words) how you can lead employees through organisational change. | |
11 |
What impact does organisational behaviour have on change strategies? (minimum 250 words) | |
12 |
Describe 4 different ways the external environment can affect change strategies? (minimum 250 words) | |
13 |
Describe what you should include in each of the following change management plan components. (minimum 100 words each) | |
Situational Awareness | ||
Supporting structure | ||
Strategy Analysis | ||
Cost benefit analysis | ||
14 |
List 5 other components of a change management plan that are not covered in the previous question. | |
Student Declaration : I declare that the work submitted is my own, and has not been copied or plagiarised from any person or source. |
Name: ________________________ Signature: ________________________ Date: ____/_____/_____ |
ASSESSOR USE ONLY
Comments |
Assessment Method: WRITTEN / PROJECT | ||||
Result (Please Circle) |
Satisfactory |
Not Satisfactory |
Incomplete | ||
Assessor: I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback |
Name: ______ Signature: ________________________ Date: ____/_____/_____ | ||||