BSBINN601 Lead and Manage Organisatonal Change

Welcome to your Student Assessment Guide for BSBINN601 Lead and Manage Organisatonal Change. This Guide provides you iith informaton on the assessment partcularly ihat you have to do and to ihat level of performance.

This assessment has the folloiing Assessment Events:

Assessment Event 1 – Knowledge Questons

There are fve uestons that iill provide us iith the evidence of your knoiledge and understanding iith the principles and practces of change management.

Assessment Event 2 – Simulaton: FitLife

You iill complete a numuer of tasks that iill provide us iith evidence of your skills as a Change Manager in developing a change management plan and leadings its implementaton for FitLife, an organisaton that provides health and ftness programs across Australia.

To complete the Simulaton, you iill need to refer to the folloiing resources:

FvtLvfe Strategvc Reivew: proivdes vnformaton on the heaath and ftness vndustry and the FvtLvfe organvsaton. ou wvaa refer to thvs document throughout the svmuaaton vn Assessment Eient 2.

Poavcves and Procedures foader: proivdes vnformaton on the practces of the organvsaton to be used throughout the svmuaaton vn Assessment Eient 2.

Rememuer, you do not type your responses in this Student Assessment Guide, uut use the Student Assessment Workuook, ihich is a separate document. This document is simply a guide to explain ihat you are re uired to do, and uy doing so, this iill assist you to perform at your uest.

Please note that your responses for uoth assessment events can (ihere appropriate) use dot point format. See ueloi for an example of a dot point response and a full sentence response.

Dot point format Presentaton Paan vncaudes the foaaowvng:

outcomes

needs of the audvence context.

Full sentence format

Performance required

When you are preparvng for a Presentatonn there are a number of tasks that must be carrved out. These are; avstng the outcomes that you want to achveien foaaowed by the vdentfcaton of the needs of your audvence. When you haie compaeted these two tasksn you then check on the room you wvaa be conductng the svmuaaton vn etc.

complete all of the uestons and tasks listed in the Student Assessment Workuook meet all the re uirements listed in this Student Assessment Guide
your responses to the uestons and tasks must ue relevant, accurate and specifc

suumit your completed Student Assessment Workuook to your Assessor iithin the set tmeframes your iork must ue in your oin iords
ihere you use an external source of informaton, you must provide citaton.

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BSBINN601 Lead and Manage Organisational Change – Student Assessment Guide Ver.1 BSB61015-Advanced Diploma of Leadership and Management

Akram Kahla Pty Ltd trading as Australian Training & Qualification College ABN 50 166 113 159 | RTO Code 41336 |CRICOS Code 03651G

BSBINN601 Lead and Manage Organisational Change – Student Assessment Guide Ver.1 BSB61015-Advanced Diploma of Leadership and Management

Assessment Event 1 – Knowledge Questons

The informaton contained in this assessment event lists the uestons that you iill need to develop a iriten response. These uestons are theoretcal and provide evidence of your understanding of the principles and practces that inluence successful change.

Each ueston includes the re uirements ihich indicate ihat you have to do and the depth of your response to achieve a satsfactory result.

Queston 1

Explain the change management cycle and strategies for communicatng and emuedding the change.

R1. descriue four phases iithin the change management cycle

R2. explain the process of emuedding change

R3. iord count is approximately 750 iords in total.

Queston 2

Explain hoi organisatonal uehaviour can impact on change.

R 1. descriue four organisatonal uehaviours

R 2. descriue hoi each uehaviour can have an impact on change

R 3. iord count is approximately 50 iords for each descripton.

Queston 3

Explain hoi the external environment can impact on change.

R 1. list and descriue three external forces

R 2. iith each of these forces, explain hoi this can impact on change iithin the organisaton

R 3. iord count is approximately 100 iords for each force.

Queston 4

Descriue the components of a change management project plan.

R 1. list and descriue fve components of a typical change plan

R 2. iord count is approximately 250 iords.

Queston 5

Explain potental resistances to change and explain possiule strategies to address these resistances.

R 1. explain four types of resistance individuals may face in a iorkplace

R 2. iith each type, descriue a diferent strategy for managing this resistance

R 3. iord count is approximately 50 iords for each resistance.

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BSBINN601 Lead and Manage Organisational Change – Student Assessment Guide Ver.1 BSB61015-Advanced Diploma of Leadership and Management
Assessment Event 2: FitLife Simulaton

In this assessment, you iill undertake a numuer of tasks associated iith developing a change process, implementng and critcally evaluatng its outcomes for a health and ftness organisaton, FitLife, in accordance to the strategic reviei the company has recently conducted through an external marketng agency named SAMRA.

The focus is on producing and evaluatng a Change Management Plan that is uased on the folloiing actons:

identfying change issues

developing a change management plan consultng iith relevant stakeholders
developing and implementng a communicaton plan

monitoring and adjustng change management actvites in accordance to outcomes achieved.

Please ensure that you familiarise yourself iith this set of re uirements that underpin this simulaton. This includes understanding the uackground of the simulaton and the criteria you iill ue assessed on. These are located in the Appendix of this document.

Task 1: Identfy Change Requirements and Opportunites

In this task, you iill reviei the documentaton provided then identfy the change re uirements to meet the organisaton’s strategic directon. This iill involve identfying the current strengths and ieaknesses of the uusiness and the potental opportunites and threats in the market. You iill then use your analysis to share iith stakeholders and together develop priorites for change.

1.1 Identfy strategic change needs through an analysis of organisatonal objectves

R 1. reviei the FvtLvfe Strategvc Reivew document and summarise the strategic directon of the organisaton

R 2. identfy a minimum of three strategic change needs to achieve this directon

R 3. iith each change initatve, provide a ratonale on its relevance to strategic directon

R 4. iord count is approximately 250 iords in total.

1.2 Review existng policies and practces against strategic objectves

R 1. reviei the policies and practces of the organisaton and:

summarise the strengths and limitatons of the organisaton

explain one contriuuton for each of the three policies and procedures explain one limitaton for each of the policies and procedures
explain three additonal practces that iill support the achievement of the strategic directon provide a ratonale on ihy these practces iill support the strategic directon

R 1. iord count is approximately 500 iords.

1.3 Monitor the external environment to identfy trends

R 1. list and explain three external environment factors that can have impact on achieving oujectves

R 1. iord count is approximately 250 iords.

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BSBINN601 Lead and Manage Organisational Change – Student Assessment Guide Ver.1 BSB61015-Advanced Diploma of Leadership and Management

1.4 Identfy major operatonal change requirements

R 1. descriue fve operatonal change re uirements ensuring that these iill:

enaule the organisaton to take advantage of the uusiness environment support the organisatonal oujectves
have an impact on the opportunites and threats of the external environment strengthen the limitatons of the internal operatons of the organisaton
R 2. provide a ratonale for each re uirement

R 1. iord count is approximately 100 iords per ratonale.

1.5 Review and prioritse change requirements in consultaton with stakeholders

R 1. develop fve criteria for prioritsing the change re uirements

R 2. deliver a consultaton session iith stakeholders:

provide uackground to the situaton

present data and informaton on the opportunites and threats in the marketplace identfy change initatves
use criteria to prioritse change initatves seek feeduack on this prioritsaton
R 3. the session must meet all the re uirements listed in Ouservaton Check Sheet 1

R 4. the session has a duraton of 45 minutes.

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BSBINN601 Lead and Manage Organisational Change – Student Assessment Guide Ver.1 BSB61015-Advanced Diploma of Leadership and Management

Task 2: Develop Change Management Strategy

In this task, you iill take the change initatves that iere developed in Task 1 and then apply an analysis to ensure feasiuility and viauility. Next, you iill develop a change management plan and communicaton plan, then seek approval from the Manager.

2.1 Undertake cost-beneft analysis

R 1. undertake a cost-ueneft analysis in accordance to the organisatonal procedures:

this must ue for one of your priority areas of change include a minimum of four cost areas
include a minimum of four uenefts

assign a realistc monetary value to each cost and ueneft listed include a payuack estmaton

R 2. include explanatons to ensure clarity in calculatons.

2.2 Undertake risk analysis to address potental barriers to change

R 1. undertake risk assessment and populate the Rvsk Assessment Tempaate in line iith organisatonal procedures:

include fve risks as uarriers to one of your priorites for change

ensure one of these risks must ue resistance uy employees to the change initatve R 2. iord count is not critcal.

2.3 Develop the Change Management Plan

R 1. develop a change management plan that must address one priority area for change as follois:

develop a minimum of four strategies

develop a minimum of four actons for each strategy include outcomes for each acton
include tmeframes for each outcome

list resource re uirements for each acton

R 2. iord count is not critcal.

2.4 Develop draf reportng plan

R 1. identfy four stakeholders:

these stakeholders must ue accurate and specifc to the change management project

these stakeholders must include relevant partes iho are essental to have reportng procedures R 2. enter informaton for each stakeholder as follois:

list tio outcomes of communicaton eforts list tio key messages to ue conveyed
list tio channels of communicaton

specify ihen/ihat fre uency the communicaton channels to ue used

R 3. iord count is not critcal.

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BSBINN601 Lead and Manage Organisational Change – Student Assessment Guide Ver.1 BSB61015-Advanced Diploma of Leadership and Management

2.5 Obtain approval from the Manager

R 1. send an email to the Manager (your Assessor) including the folloiing:

an overviei of the change management initatves

Cost & Beneft Analysis, Change Management Plan, Risk Assessment, and Reportng Plan as atachments a re uest for feeduack on them iith a deadline for their fnalizaton
iord count is approximately 250 iords

R 2. atach the copy of this email exchange to your Student Assessment Workuook.

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BSBINN601 Lead and Manage Organisational Change – Student Assessment Guide Ver.1 BSB61015-Advanced Diploma of Leadership and Management

Task 3: Implement Change Management Strategy

This task contnues to uuild on the informaton gathered from the earlier assessment tasks. It re uires you to monitor the results of your implemented Change Management Plan (CMP), then address any performance gaps accordingly. By doing so, you iill have conducted a numuer of evaluatons and revieis on your CMP and made the necessary modifcatons prior to its fnalisaton.

3.1 Develop an educaton plan in consultaton with the Working Group

R 1. develop an educaton plan that contained:

a minimum of fve actons to engage employees in the change initatve

for each acton, descriue the methods to ue employed in order to implement the acton list the desired outcomes for each acton
list the resource re uirements to achieve each acton iord count is approximately 250 iords

R 2. seek input from the Representatve of the Working Group (your Assessor) via email:

atach the educaton plan

the content of the email must provide a ratonale for the plan iord count for the email is approximately 150 iords
update the plan in light of the Representatve’s input

R 1. atach the copy of this email exchange iith the Representatve to your Student Assessment Workuook.

3.2 Communicate change initatve to employees

R 1. deliver a collauoratve session iith the employees:

provide data on current situaton in market place and organisaton enaule proulem solving on the opportunites and threats
deliver the strategies and actons in the educaton plan invite collauoraton on strategies to address situaton use mitgaton strategies in case of resistance

reach consensus on change initatves

R 2. the session must meet all the re uirements listed in Ouservaton Check Sheet 2

R 3. the session has a duraton of 45 minutes.

3.3 Acton interventons set out in the Change Management Plan

R 1. reviei the nei informaton provided and undertake an acton research as follois:

select the relevant mitgaton strategies and enter them into your Student Assessment Workuook make a comment on the appropriateness of this mitgaton in terms of depth and relevance
ihere mitgaton is not appropriate, expand on the mitgaton uy providing detailed interventons re uired to address the situaton

ihere there is no mitgaton, develop a detailed interventon approach provide a ratonale for this interventon

R 2. iord count for the interventon is approximately 250 iords.

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BSBINN601 Lead and Manage Organisational Change – Student Assessment Guide Ver.1 BSB61015-Advanced Diploma of Leadership and Management

3.4 Actvate actvites for embedding change

R 1. reviei the latest informaton provided and complete the folloiing:

develop actvites for emuedding the change provide a ratonale on these strategies
R 2. iord count is approximately 250 iords in total.

3.5 Modify the change management plan

R 1. use the interventons developed in Tasks 3.3 & 3.4 and complete the folloiing:

develop a minimum of tio nei strategies

develop a minimum of four actons for each strategy

update the CMP accordingly uy including these strategies and actons develop outcomes for each of these actons
list tmeframes and resources for each acton

R 2.highlight these strategies in the CMP as Addvtonaa Strategves for clarity.

Akram Kahla Pty Ltd trading as Australian Training & Qualification College ABN 50 166 113 159 | RTO Code 41336 |CRICOS Code 03651G

BSBINN601 Lead and Manage Organisational Change – Student Assessment Guide Ver.1 BSB61015-Advanced Diploma of Leadership and Management
Appendix A: FitLife Simulaton

Simulaton Background

FitLife is a privately-oined Sydney uased Australian health cluu chain iith 70 health cluus and 182,000 actve memuers in Australia. FitLife serves as one of the industry leaders in the sport and ftness segment providing mult-purpose ftness venues across the country providing state of the art health cluus to siimming pools, sport cluus, s uash courts, and many other facilites.

The company has recently undertaken a strategic reviei to further advance their products and services in order to remain highly compettve in the market space. This document is called FitLife Strategic Reviei ihich provides detailed informaton auout the microenvironment, trends, and opportunites in the health and ftness segment.

The culture of the organisaton is focussed on sales. Most employees emurace this vision and have ueen keen to earn the uonuses on ofer. As a result, the company has experienced a level of groith, uut it has not consolidated this trajectory iith many support services for staf and client at a uasic level. For example, there are limited policies and procedures documented iith management making decisions iithout strong communicaton channels. Staf at tmes are not aiare of the directon of the company.

In additon, they don’t keep records of their services and other parts of their uusiness. As one employee pointed out “thvs vs great we don’t haie paper travasn vn my aast job we had documents for eierythvng”; uut morale is relatvely loi due to the lack of support.

You iill take the role of Change Manager and is a recent appointment to assist the organisaton take advantages of the opportunites in the Fitness industry. As the Change Manager, you are aiare that the organisaton cannot take up these nei product initatves iithout putng in place infrastructure and support services.

In this simulaton, you iill need to consult iith stakeholders iho iill comprise of uoth FitLife managers and employees.

Simulaton Phases

This simulaton is divided into the folloiing phases:

Phase 1: you iill identfy change re uirements and opportunites.

Phase 2: you iill develop Change Management Plan.

Phase 3: you iill implement Change Management Plan.

Your Role in the Simulaton

Your roles and responsiuilites throughout the simulaton are as follois:

Phase 1

Phase 1 occurs in Task 1. In Phase 1, your main dutes in the organisaton are as follois:

identfy strategic directon identfy external forces
identfy internal strengths and limitatons

identfy potental change management initatves.

Akram Kahla Pty Ltd trading as Australian Training & Qualification College ABN 50 166 113 159 | RTO Code 41336 |CRICOS Code 03651G

BSBINN601 Lead and Manage Organisational Change – Student Assessment Guide Ver.1 BSB61015-Advanced Diploma of Leadership and Management
Note that in Task 1.5, you iill have a 45-minutes session iith tio stakeholders to clarify and confrm the priorites for change uased on the current situaton. These stakeholders iill ue role played uy staf external to your class. Your Assessor iill ouserve your interacton iith these stakeholders and document their ouservaton using the Ouservaton Check Sheet 1 at the end of this document. You must familiarise yourself iith the criteria in this check sheet as your performance iill ue assessed uased on them.

Phase 2

Phase 2 occurs in Task 2. In Phase 2, your main dutes in the organisaton are as follois:

undertake a cost ueneft analysis

undertake a risk assessment analysis

develop a Change Management Plan and reportng protocols outain approval iith plans.

Phase 3

Phase 3 occurs in Tasks 3. In Phase 3, your main dutes in the organisaton are as follois:

inform employees of Change Management Plan

reviei results ueing achieved and identfy and develop strategies to address issues evaluate and update the Change Management Plan.

Note that in Task 3.2, you iill have a 45-minutes session iith tio stakeholders to explain the Change Management Plan and manage any resistance of employees. These stakeholders iill ue role played uy staf external to your class. Your Assessor iill ouserve your interacton iith these stakeholders and document their ouservaton using the Ouservaton Check Sheet 2 at the end of this document. You must familiarise yourself iith the criteria in this check sheet as your performance iill ue assessed uased on them.

Akram Kahla Pty Ltd trading as Australian Training & Qualification College ABN 50 166 113 159 | RTO Code 41336 |CRICOS Code 03651G

BSBINN601 Lead and Manage Organisational Change – Student Assessment Guide Ver.1 BSB61015-Advanced Diploma of Leadership and Management

Simulaton Setup

The simulaton chosen is to give you the opportunity to provide evidence that demonstrates your auility to develop and implement a change management initatve. We have tried to make this simulaton as real as possiule iithin a classroom setng through using scenarios that are typical of a iorkplace.

To carry out your role in this simulaton iill re uire you to folloi these steps:

Step 1. At the commencement of the unit, your Assessor iill overviei the assessment iith you. You iill then sign the declaraton of your understanding located in the Student Assessment Workuook (Pre-Assessment Checklist).

Step 2. Your Assessor iill select the appropriate stakeholders iho are external to your class iith a sound understanding for the change management context. You iill engage iith these stakeholders in Task 1.5 and Task 3.2 as the Change Manager to develop and implement change management needs.

Step 3. Prior to the commencement of this assessment:

Your Assessor iill provide you iith the folder that contains folloiing resources:

-Strategic Reviei

-FitLife Communicatons Policy and Procedures

-FitLife Recruitment and Selecton Policy and Procedures

-FitLife Risk Management Policy and Procedures.

Then your Assessor iill reviei all of the sources listed auove iith you in additon the folloiing:

-Simulaton Background

-tasks

-your role in the simulaton.

You iill confrm your understanding iith your Assessor uefore you commence iorking on your assessment. Please note that you are encouraged to ask all your uestons to your Assessor.

Step 4. Before you commence on your iork, your Assessor iill arrange the e uipment and facility needs for you to undertake simulaton actvites. These iill include the folloiing at a minimum:

uite room (for the ouservaton)

computer and Internet access (to undertake simulaton actvites)

iord-processing sofiare (to document your responses in your Student Assessment Workuook) any other ofce e uipment re uired uy you.
In case you have special needs iithin the context of this simulaton, you must immediately communicate this iith your Assessor.

Step 5. You iill reviei the documents provided and summarise strategic change needs (Task 1.1).

Step 6. You iill reviei the existng policies and procedures and summarise the issues iith these documents (Task 1.2).

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BSBINN601 Lead and Manage Organisational Change – Student Assessment Guide Ver.1 BSB61015-Advanced Diploma of Leadership and Management

Step 7.

Step 8.

Step 9.

You iill reviei the external environment and summarise factors (Task 1.3).

You iill identfy major operatonal change re uirements (Task 1.4).

You iill deliver your frst session iith the tio stakeholders in an interactve 45-minute tmeframe. Your Assessor iill ouserve your interacton iith these actors throughout the session and document their feeduack using the Ouservaton Check Sheet 1 provided at the end of this document (Task 1.5).