BSBMGT605 Provide Leadership across the Organisation

Max Lionel Realty

Change Strategy Report

Assessment 2

Advanced Diploma of Leadership and Management

BSBMGT605 Provide Leadership across the Organisation

1. Action/Implementation plan

Item

Milestone date

Responsibility

Develop Ethics Charter

• WHS Responsibility

• REINSW Code of Practice

1. Assignment of REINSW Code of Practice

2. Review existing ethics charter

3. Assignment current legislations

4. Collecting feedback (Stakeholder)

5. Writing charter

1 month

By (DATE)

(Student Name)

(Operation General Manager)

1. Prepare ethics charter

2. Meet CEO for Approval

3. Communicate Charter

4. Monitor and review the project

To hold seminar of real estate and WHS law for manager and agents to attend to understand about the legal requirement.

1 month

By (DATE)

(Student Name)

(Operation General Manager)

1. Prepare seminar

2. Meet CEO for Approval

3. Monitor and review the project

Revise existing policy and procedures

1. To incorporate use of charter by agents

2. Identify employee training needs

3. Training on legislation

2 weeks

By (DATE)

(Student Name)

(Operation General Manager)

Managers training/ agents training

1. On use of charter

2. Ethical responsibility

3. Legal responsibility

4. WHS responsibility

5. Policy and procedures

3 month

By (DATE)

(Student Name)

(Operation General Manager)

1. Prepare training

2. Meet CEO for Approval

3. Monitor and review the project

Organize workshop training for both manager and agents to help them understand how to apply legal and ethical requirements to daily client practice.

3 month

By (DATE)

(Student Name)

(Operation General Manager)

1. Prepare workshop

2. Meet CEO for Approval

3. Monitor and review the project

2. Budget

Project Name:
Income	Incl. GST	Excl. GST
Allocated budget for the project	$12,000	$10,910
Other income for the project	$0	$0
Total income	$12000	$10910
Expense	Incl. GST	Excl. GST
Budget allocation for Residential Team	$1650	$1500
Budget allocation for Investment Team	$1650	$1500
Budget allocation for Commercial Team	$1650	$1500
Workshop expense
Hire Mary Stewart (WHS consultant) for 2 hours	$300	$270
Hire Pat Lee (Lawyer, anti-discrimination expert) for 2 hours	$300	$270
Off-site training room for 1 day	$3200	$2880
Hire equipment	$500	$450
Subtotal	$9250	$8325
Contingency (+10%)	$925	$832.5
TOTAL	$10175	$9157.5
Signature: Date: (DATE)

3. Communication plan

What	Who	Purpose	When/frequency	Type/methods
Ethic Charter	Mary Stewart (WHS consultant)	Discuss ethic charter	By (DATE)	Email, phone
Policy and procedures	Max Lionel (CEO)	Revise and Updating	By (DATE)	Face to face meeting
Training	Mary Stewart (WHS consultant) Pat Lee (Lawyer, anti-discrimination expert)	Setting direction for the training.	By (DATE)	Email, phone, face to face meeting
Budget	Riz Mehra (Chief Financial Officer)	Setting Budget	By (DATE)	Email, phone, face to face meeting

4. Team Roles and responsibilities

Role	Name/s	Responsibilities	Signature/s (if required)
CEO	Max Lionel	Set overall strategic directions, manage risk, and authorize large financial transactions	*Max Lionel*
Operation General Manager	(Student Name)	Prepare and execute action plan, seek CEO for approval, Monitor and review the project
Chief Financial Officer	Riz Mehra	overseeing budgets for cost centers and individual projects, viewing budget variation reports and incorporating information into financial statements and financial projections	*Riz Mehra*

5. Team Budget

Project Name: Change strategy training program
Income	Incl. GST	Excl. GST
Budget allocation for Residential Team	$1,650	$1,500
Total income	$1,650	$1,500
Expense	Incl. GST	Excl. GST
Manger for 4 hours	$480	$432
Training rooms for 1 days	$800	$720
Projector for 1 days	$100	$90
Catering	$200	$180
Subtotal	$1580	$1422
Contingency (+10%)	$158	$142.2
TOTAL	$1738	$1564.2
Signature: Date: (DATE)

*Other team will have similar budget plan

Appendices

Meeting Minutes -CEO

Max Lionel Realty

Meeting Summary Note

Date: (DATE)

Time: 3:00pm

Location: (Address)

Participants

(Student Name) (Business Operation Manager)

Max Lionel (CEO)

Re: Implementing Change Strategy-WHS

The following issues related to WHS change strategy have been discussed. (Agendas)

Action plan
Budget
Communication plan
WHS related risks

Recommendations:

Reduce budget by 20% if possible
Project period for 3 months
One internal workshop (Manager to Manager)
One external workshop (Manager to Agents)

Conclusion:

To be revised action plan, communication plan and budget.

Meeting conclusion: 5pm

Next meeting: TBA

Managers Workshop

Workshop title	Change strategies WHS	Date:
Objectives	WHS implementation	Time: 9:00-17:00
Target Audience	Residential Team manager
	Investment Team manager
	Commercial Team manager
Time	Topic	By
9:00-9:30	Refreshment
9:30-10:30	On use of charter	(Student Name) (Operation General Manager)
10:30-12:00	Ethical responsibility	Pat Lee (Lawyer, anti-discrimination expert)
12:00-13:00	Lunch
13:00-14:00	Legal responsibility	Pat Lee (Lawyer, anti-discrimination expert)
14:00-15:00	WHS responsibility	Mary Stewart (WHS consultant)
15:00-15:30	Brake
15:30-16:30	Policy and procedures	(Student Name) (Operation General Manager)
16:30-17:00	Q&A time	(Student Name) (Operation General Manager)

Agents Workshop

Workshop title	Change strategies WHS	Date:
Objectives	WHS implementation	Time: 9:00-17:00
Target Audience	Residential Team agents
	Investment Team agents
	Commercial Team agents
Time	Topic	Description
9:00-9:30	Refreshment
9:30-10:30	On use of charter	Eric Wu (Residential Team manager)
10:30-12:00	Ethical responsibility	Eric Wu (Residential Team manager)
12:00-13:00	Lunch
13:00-14:00	Legal responsibility	Sarah Lee (Investment Team manager)
14:00-15:00	WHS responsibility	Sarah Lee (Investment Team manager)
15:00-15:30	Brake
15:30-16:30	Policy and procedures	Josh Wong (Commercial Team manager)
16:30-17:00	Q&A time	Josh Wong (Commercial Team manager)