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 courses, 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 CEO'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 course 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 courses 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:

  • Communicate clearly with others
  • Ask for help when needed
  • Follow instructions
  • Identify the task requirements including document purpose and proposed audience
  • Clarify task requirements with supervisor (assessor) as required

r Yes r No

Safety | Are you able to:

  • Work safely at all times

r Yes r No

  • Ensure your actions do not put the safety of yourself or others at risk

r Yes r No

Task requirements | Are you able to:

  • 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 change management plan

r Yes r No

  • Formulate strategic objectives and strategies needed for the future

r Yes r No

Include situational awareness that discusses:

  • Change characteristics
    • Detail the scope of the change
    • Identify how many people will be impacted
    • Detail who is being impacted
    • Identify if they are being impacted the same, or experiencing the change differently
    • Identify what is being changed (processes, systems, job roles, etc)
    • Include a timeframe for the change
  • Organisational characteristics
    • Discuss perceived need for change
    • Identify how past changes have been managed
    • Identify shared vision of business
    • Identify amount of change going on right now
  • Impacted Group
    • Outline impacted groups
    • Show how they will be impacted
    • Allow for customisation of plans in change management process

r Yes r No

Include supporting structure that discusses:

  • Team structure
    • Identify who will be doing the change management work
    • Outline relationship between project team and change management team
    • Identify over risk factors
    • Document specific risk factors
  • Sponsor Coalition
    • Describe leaders / managers who need to be on board for successful change
    • Identify leaders of the groups who will be impacted by the change
    • Detail support structure
    • Detail communication protocols

r Yes r No

Include strategic analysis that discusses:

  • Risk Assessment
    • Identify overall risk
    • Document specific risk factors
    • Detail contingency options
    • Mitigation strategies
  • Anticipated Resistance
    • Identify regions or divisions impacted differently than others
    • 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 cost benefit analysis taking into consideration
    • Objectives
    • Facility / infrastructure required
    • Staffing required
    • Budgeting issues
    • Training requirements
    • Budgets / costs

r Yes r No

  • Include a schedule of activity for implementation that includes
    • Activities to be implemented
    • Who is responsible for each activity
    • Time-line for each activity implementation
    • Resources required for each activity
    • Monitoring process (what will be monitored, when and by whom)
    • Evaluation process (what actions must be taken to evaluation implementation, when and by whom)

r Yes r No

  • Complete task on time

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:

  • Change characteristics (Please Tick)

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

  • Organisational characteristics (Please Tick)

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

  • Impacted Group (Please Tick)

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:

  • Team structure (Please Tick)

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

  • Sponsor Coalition (Please Tick)

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:

  • Risk Assessment (Please Tick)

q Identify overall risk

q Document specific risk factors

q Detail contingency options

q Mitigation strategies

r Yes r No

  • Anticipated Resistance (Please Tick)

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

  • Activities to be implemented

r Yes r No

  • Who is responsible for each activity

r Yes r No

  • Time-line for each activity implementation

r Yes r No


  • Resources required for each activity

r Yes r No

  • Monitoring process (what will be monitored, when and by whom)

r Yes r No

  • Evaluation process (what actions must be taken to evaluation implementation, when and by whom)

r Yes r No

Include cost benefit analysis taking into consideration

  • Objectives

r Yes r No

  • Facility / infrastructure required

r Yes r No

  • Staffing required

r Yes r No

  • Budgeting issues

r Yes r No

  • Training requirements

r Yes r No

  • Budgets / costs

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 course (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:

  • Communicate clearly with others
  • Clarity the task requirements
  • Ask for help when needed
  • Follow instructions
  • Give and receive feedback as appropriate
  • Answer questions and clarify concerns that arise
  • Explain rational on decisions effectively

r Yes r No

Safety | Are you able to:

  • Work safely at all times

r Yes r No

  • Ensure your actions do not put the safety of yourself or others at risk

r Yes r No

Task requirements | Are you able to:

  • Develop a plan for session

r Yes r No

  • Develop / access handouts / information for dissemination

r Yes r No

  • Introduce self

r Yes r No

  • Cover company / background information

r Yes r No

  • Allocate responsibilities to personnel

r Yes r No

  • Explain responsibility requirements / expectations

r Yes r No

  • Discuss responsibilities and consider input from staff

r Yes r No

  • Outline KPI's

r Yes r No

  • Discuss budget

r Yes r No

  • Discuss required resources

r Yes r No

  • Provide and explain implementation plan

r Yes r No

  • Outline monitoring arrangements

r Yes r No

  • Confirm understanding through using open questioning techniques

r Yes r No

  • Provide guidance and support where needed

r Yes r No

  • Ask for and answer questions clearly and accurately

r Yes r No

  • Address barriers as they arise (reluctance from staff (or CEO), staff skills or abilities, etc)

r Yes r No

  • Consider input provided and respond appropriately

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

  • Develop a plan for session

r Yes r No

  • Develop / access handouts / information for dissemination

r Yes r No

Run the meeting including ensuring they

  • Develop a plan for session

r Yes r No

  • Develop / access handouts / information for dissemination

r Yes r No

  • Introduce self

r Yes r No

  • Cover company / background information

r Yes r No

  • Allocate responsibilities to personnel

r Yes r No

  • Explain responsibility requirements / expectations

r Yes r No

  • Discuss responsibilities and consider input from staff

r Yes r No

  • Outline KPI's

r Yes r No

  • Discuss budget

r Yes r No

  • Discuss required resources

r Yes r No

  • Provide and explain implementation plan

r Yes r No

  • Outline monitoring arrangements

r Yes r No

  • Confirm understanding through using open questioning techniques

r Yes r No

  • Provide guidance and support where needed

r Yes r No

  • Ask for and answer questions clearly and accurately

r Yes r No

  • Address barriers as they arise (reluctance from staff (or CEO), staff skills or abilities, etc)

r Yes r No

  • Consider input provided and respond appropriately

r Yes r No

  • Meeting observed

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:

  • Communicate clearly with others
  • Clarity the task requirements
  • Ask for help when needed
  • Follow instructions
  • Give and receive feedback as appropriate
  • Answer questions and clarify concerns that arise
  • Explain rational on decisions effectively

r Yes r No

Safety | Are you able to:

  • Work safely at all times

r Yes r No

  • Ensure your actions do not put the safety of yourself or others at risk

r Yes r No

Task requirements | Are you able to:

  • Identify appropriate information required to gather for review

r Yes r No

  • Arrange a time to meet with your stakeholder and gather required data

r Yes r No

  • Ask probing questions where required to extract additional detail

r Yes r No

  • Review information, and develop a written report that
    • outlines strategy implementation outcomes
    • outlines productivity
    • compares financial performance (actual against budget)
    • summarises implementation outcomes
    • identifies areas of under-performance
    • provides appropriate recommendations for rectifying under-performance
    • explains reasons for improvement process selection
    • incorporates an implementation strategy for rectifications (what will be done, by whom, and when)
    • includes updated change management plan reflecting changes

r Yes r No

  • Present report and recommendations and:
    • Explain plan with supervisor (assessor)
    • Provide supporting information to support plan to supervisor (assessor)
    • Negotiate recommendations with supervisor (assessor)

r Yes r No

  • Ensure report is accurate, professional and free from spelling or grammatical errors

r Yes r No

  • Complete task on time

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

  • Strategy outcomes or progress

r Yes r No

  • Actual expenditure (including break-down of costs)

r Yes r No

  • Achievement of KPI's

r Yes r No

  • Reasons for non achievements

r Yes r No

  • Resource usage against allocation

r Yes r No

  • Progress timeframes

r Yes r No

  • Human resources

r Yes r No

  • Responsibilities

r Yes r No

Arrange a time to meet with their stakeholder and gather the following information

  • Strategy outcomes or progress

r Yes r No

  • Actual expenditure (including break-down of costs)

r Yes r No

  • Achievement of KPI's

r Yes r No

  • Reasons for non achievements

r Yes r No

  • Resource usage against allocation

r Yes r No

  • Progress timeframes

r Yes r No

  • Human resources

r Yes r No

  • Responsibilities

r Yes r No

Review information, and develop a written report that

  • outlines strategy implementation outcomes

r Yes r No

  • outlines productivity

r Yes r No

  • compares financial performance (actual against budget)

r Yes r No

  • summarises implementation outcomes

r Yes r No

  • identifies areas of under-performance

r Yes r No

  • provides appropriate recommendations for rectifying under-performance

r Yes r No

  • explains reasons for improvement process selection

r Yes r No

  • incorporates an implementation strategy for rectifications (what will be done, by whom, and when)

r Yes r No

  • includes updated change management plan reflecting changes

r Yes r No

Present report and recommendations and:

  • Explain plan with supervisor (assessor)

r Yes r No

  • Provide supporting information to support plan to supervisor (assessor)

r Yes r No

  • Negotiate recommendations with supervisor (assessor)

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.

  • This is a closed book written assessment
  • Time allocated : 2 hours

· You are to research and answer all of the following questions. Be sure to:

  • Please print / write legibly
  • Make sure you all questions

· 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

  • Do not cheat during this assessment . Anyone caught cheating will automatically be excluded under the Disciplinary Rules and their opportunity for assessment will be subject to the outcome of an Appeal Process or Disciplinary Hearing
  • Ask your assessor if you do not understand a question . Whist your assessor cannot tell you the answer, he/she may be able to re-word the question for you
  • Reasonable adjustment : If you require any adjustments to accommodate a need in order to complete this assessment, please talk to your assessor. Arrangements will be put in place to ensure a fair and flexible approach is undertaken for this assessment. Please note that the range or nature of the adjustment will ensure that the outcomes of the unit are not compromised.
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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: ____/_____/_____