Learner Assessment Pack
BSBLDR601
Lead and mange organisational change
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Lonsdale Institute Level 1, 277 Flinders Lane Melbourne VIC 3000 Email: [email protected] Website: www.lonsdaleinstitute.edu.au Melbourne | Sydney | Bondi RTO 21915 | CRICOS 02836F © 2020 Precision Group (Australia) BSBLDR601 – Lead and Manage organisational change (Release 1) |
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DisclaimerPrecision Group (Australia) has made a great effort to ensure that this material is free from error or omissions. However, you should conduct your own enquiries and seek professional advice before relying on any fact, statement or matter contained in this document. Precision Group (Australia) is not responsible for any injury, loss or damage as a result of resource included or omitted from this material. Information in this course material is current at the time of publication. |
Declaration of authenticity
I, the above-named student, confirm that by submitting, or causing the attached assignment (and any additional attachment associated with it) to be submitted, to Lonsdale Institute Pty Ltd, I have not plagiarised any other person’s work in this assignment and except where appropriately acknowledged, this assignment is my own work, has been expressed in my own words, and has not previously been submitted for assessment.
I do understand and accept the consequences of academic misconduct according to Lonsdale’s Policies and Procedures.
Additionally
I have read:
The submission and assessment completion instructions in Moodle
The assessment task completion instructions in this document
I have sought clarification from my trainer and assessor, if needed
I understand my rights and obligations under Lonsdale’s policy and procedures
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Due Date |
See Training Log and Moodle |
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Student Name |
Student ID |
LON0000 |
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Version Control & Document History
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Date |
Summary of modifications |
Version |
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22 December 2020 |
Version 1.0 final produced following assessment validation. |
1.0 |
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27/05/2021 |
Version 1.1 final produced following assessment validation |
1.1 |
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05/06/2021 |
Version 1.2 final produced following assessment contextualisation |
1.2 |
Table of Contents
Resources Required for Assessment. 10
Accessing Intranet Pages and External Links 12
Workplace Project Assessment 31
Task 1: Develop Change Management Strategy 33
Learner Assessment Pack
This Learner Assessment Pack is designed for you to complete the assessment for BSBLDR601 – Lead and manage organisational change (Release 1). It may refer to your own workplace/organisation, or to a simulated business provided by your assessor.
The assessment tasks include Short Answer Questions where you need to demonstrate your knowledge and understanding of the unit, and the Practical Assessment, where you need to demonstrate your skills required in the unit. It is recommended that you complete the Practical Assessments in your own workplace/organisation. If you don’t have access to a real workplace, you can complete the assessment in a simulated environment where resources and conditions similar to a workplace must be accessed. Ensure to discuss this with your assessor prior to commencing with the assessment.
Each Learner Assessment Pack is made up of four parts:
Assessment Delivery
Learner Information
Steps for Learner
Assessment Agreement
Assessment Tasks
Assessment Tasks, including:
Short Answer Questions
Practical Assessment
Before you commence your assessment, ensure that you have a good knowledge of the subject, have thoroughly read your Learner Resource, and clearly understand the assessment requirements and the expectations of the industry to which the assessment is related.
Assessments are designed to be completed using your industry/organisation, but your Registered Training Organisation (RTO) may assist you by contextualising the unit to be completed in a simulated workplace environment.
You will be required to demonstrate knowledge and skills which must be observed directly by your assessor. Where the observation task may be difficult for the assessor to directly observed, a video recording of the practical observation task must be submitted as supplementary evidence. Verification from at least one third-party signatory, and preferably two or more witnesses is required to confirm your demonstration of these practical knowledge and skills. These witnesses would usually be your current or recent supervisors, or your assessor.
The practical assessment tasks may be completed using your own workplace, a simulated environment, or a mix of both, as instructed by your assessor. To contextualise this assessment to your industry/organisation, you may be asked by your assessor to provide additional information based on your industry/organisation.
Instructions are given for each task. If you have questions, or unclear how to proceed, consult with your assessor.
Records of all aspects of the assessment must be kept in your Learner Assessment Pack
The record of assessment is a legal document and must be signed, dated, and a copy stored as required by your Registered Training Organisation (RTO).
Your Learner Assessment Pack:
Upon receiving your Learner Assessment Pack, discuss with your assessor the expectations and requirements of this assessment. You may also need to supply contact details of one or two work referees who can confirm your skills in the industry.
Discuss with your assessor if you intend to undertake the practical assessment tasks based on your employing organisation, in a simulated business, or in a mix of both.
Your Learner Assessment Pack is where you will get the task information. Complete each task as instructed using either your own workplace, or using a simulated business, as discussed with your assessor.
After you complete your assessment, gather and submit your evidence documents as detailed in the task(s) in the timeframe agreed with your assessor.
Your assessor will advise you if there are any further steps for you to take to satisfactorily complete this assessment.
Adapted Reasonable Adjustment in teaching, learning and assessment for learners with a disability – November 2010 – Prepared by – Queensland VET Development Centre
Reasonable adjustment in VET is the term applied to modifying the learning environment or making changes to the training delivered to assist a learner with a disability. A reasonable adjustment can be as simple as changing classrooms to be closer to amenities or installing a particular type of software on a computer for a person with vision impairment.
Why make a reasonable adjustment?
We make reasonable adjustments in VET to make sure that learners with a disability have:
The same learning opportunities as learners without a disability, and
The same opportunity to perform and complete assessments as those without a disability.
Reasonable adjustment applied to participation in teaching, learning and assessment activities can include:
Customising resources and assessment activities within the training package or accredited course
Modifying the presentation medium
Learner support
Use of assistive/adaptive technologies
Making information accessible both before enrolment and during the course
Monitoring the adjustments to ensure learners needs continue to be met
Assistive/Adaptive Technologies
Assistive/Adaptive technology means ‘software or hardware that has been specifically designed to assist people with disabilities in carrying out daily activities’ (World Wide Web Consortium – W3C). It includes screen readers, magnifiers, voice recognition software, alternative keyboards, devices for grasping, visual alert systems, digital note-takers.
IMPORTANT:
Reasonable adjustment made for collecting learner assessment evidence must not impact on the standard expected by the workplace, as expressed by the relevant unit(s) of competency. For example, if the assessment were gathering evidence of the learner’s competency in writing, allowing the learner to complete the assessment verbally would not be a valid assessment method. The method of assessment used by any reasonable adjustment must still meet the competency requirements.
Resources Required for Assessment.
To complete the Practical Assessment tasks, you will require access to:
Computer with internet and email access and a working web browser
Installed software: Word, Adobe Acrobat, Excel, cloud basedcloud-based technology
A workplace, or a simulated workplace environment that will allow you access to:
Relevant information…
Resources for organisational change management
Context of information required
Organisational vision, mission and value statements
Performance statements
Strategic workforce plans
Workplace documentation relevant to organisational change
This can include:
Business and communication plans
Feedback surveys and forms
Meeting minutes
Reports
Service-level agreements (SLAs)
Organisational documents such as business plans, reports or similar, with relevant objectives and practices about the organisation’s existing guide to organisational change
Printed or online sources relevant to issues, practices, or requirements, including government websites in relation to communication
People, including:
At least two relevant stakeholders
Relevant stakeholders can be individuals or groups directly impacted by the organisational change you will implement. They must be involved throughout the development, implementation and monitoring process.
At least two experts
Experts refers to individuals or groups who have knowledge and experience in implementing the required change in organisation.
At least two specialists
Specialists refers to subject matter specialists who have expertise over a specific aspect of the business that is affected by your identified change.
Relevant manager
Relevant managers are the required personnel responsible with embedding the change into the organisation
Opportunity to:
Develop, implement and evaluate a change management project plan
| Instructions: |
Discuss and accomplish this section with your assessor before commencing then sign the confirmation at the end of this Agreement.
| Please tick at least one of the following for each section: |
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Delivery Method |
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Classroom |
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Small Group |
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One-on-One |
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Online |
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Other (please describe) |
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Assessment Pathway (for Practical Assessment) |
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Learner’s Organisation (Pre-assessment meeting conducted) |
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Simulated Workplace Environment (Contextualised by RTO) |
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Assessment Conditions |
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| Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry. This includes access to: | |
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Workplace documentation and resources relevant to organisational change management. |
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| Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards. | |
| I confirm that the activities and assessment completed as part of this unit are my own work, and comply with all relevant copyright and plagiarism rules. |
I understand that if there is any doubt of the authenticity of any piece of my assessment, I can be orally examined, and the signatory of evidence records may be contacted.Learner’s name
Learner’s signature Date
Assessor’s name Assessor’s signature Date
End of Assessment Agreement
Learner Assessment Pack
Tasks
Complete all tasks in this assessment as instructed. If you have questions, consult with your assessor.
Contextualisation of Assessments by RTOs
Contextualisation is the process of modifying assessment tools to make learning more meaningful for your learners and their employers.
Precision Group (Australia) recommends that your RTO contextualise the assessment tools to suit particular industry requirements and specific organisational requirements before using them. Contextualisation must retain the integrity of the assessment and the outcome of the unit of competency.
| Question 1: | ||
| In the table below, identify one event and one trend that may impact on the achievement of the organisational objective. |
Name an event for the objective
Name a trend for the objective
Explain how each event and trend affects the achievement of the objective
Objective 1: Resolve all customer complaints submitted via all channels within 48 hours of filing
Event
Explanation of How Event Affects Achievement of Objective
Trend
Explanation of How Trend Affects Achievement of Objective
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| When analysing and interpreting information about an organisation’s internal and external environments, there are two tools that can be used as cost-benefit methods. |
Complete each table below by:
Defining what each letter signifies
Providing a brief explanation of each signified letter
Definition
Explanation
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T
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Definition |
Explanation |
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| Answer the following questions regarding risks to organisational change. | |||
| Briefly explain each of the following requirements to assess risk | |||
| Requirements to assess Risk | Explanation | ||
| Likelihood | |||
| Consequence | |||
| Risk Rating | |||
| Priority Rating | |||
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Identify two common barriers to change
Identify at least one mitigation strategy for each barrier
Explain how each mitigation strategy addressed barrier to change
Barriers to Change
Mitigation Strategies to Address these Barriers
Explain of How Mitigation Strategy Addresses Barrier to Change
| Question 4 |
| Read the following scenario about a Flower Delivery business |
Rose acquired a Flower Delivery business almost a year ago. When Rose started, she had established a vision for the existing business on expanding it by exceeding customer expectations. It was successful and her business doubled in a short time. Customers were returning to “Blooms” repeatedly and recommending friends and family. In the last three months, she has noticed a decline in orders and regular customers not calling. She did implement a growth strategy for her staff at this time which involved them contacting every customer, 24 hours after for their feedback.
Some of her staff were positive about this but one was very resistant. Rose informed them all they would just have to do it as it was a requirement of the job and as a team. Rose did hear a comment about this staff member being abrupt with a customer. She is now wondering if this could be impacting her decline in business Rose needs to take action to make a change and turn her business around. Rose wants to improve communication and educate her staff about how this benefits them and the customers.
Answer the following questions based on the Communication Plan
Complete the Communication Plan, briefly answering the components in relation to the scenario.
Identify at least two possible experts Rose can consult to improve her staff training
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Communication Plan Components |
Explanation |
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Communication strategy |
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Target Audience |
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Personnel Responsible |
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Key Message |
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Communication method to be used |
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Frequency |
| Question 5 |
| Complete the table below by explaining each requirements of an education plan. |
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Training Need Analysis Components |
Explanation |
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Training Strategy |
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Target Audience |
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Facilitator |
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Expected Timeframe |
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Expected Outcome |
| Question 6 |
| Complete the table below by providing by doing the following: |
Identify the eight steps of Kotter’s 8-Step Change Process
Briefly explain how each step can be implemented in a workplace
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Kotter’s 8-Step Change Management Process |
Explanation of How Each Step if Implemented in a Workplace |
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| Question 7 |
| The DREC curve is change cycle that described the four stages individuals go through as they adjust to an organisational change. |
Complete the table below. To do this you must:
Identify the four stages of the DREC curve
Using your own words, briefly explain what a change leader must do during each stage of the DREC curve
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Stages of DREC Curve |
Explanation of How Each Step if Implemented in a Workplace |
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| Question 8 | |
| Identify two strategies for embedding change within an organisation. Provide an explanation for each of the identified strategies. | |
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Strategies for Embedding Change |
Explanation |
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Question 9 |
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Read the following scenarios and answer the questions that follow |
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Scenario 1 Bounce Fitness is attempting to set up feedback sessions to get the insight of employees regarding the organisational change they will be undertaking. This is the first time the employees are being given an opportunity for feedback, since Bounce Fitness usually employs one-way communication between management and employees. |
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Complete the table by doing the following: Identify the change strategy being implemented Identify one organisational behaviour that would affect the application of the following change strategy Briefly explain how the identified organisational behaviour impacts the application of the change strategy |
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Change Strategy |
Organisational Behaviour |
Impact of Organisational Behaviour on Change Strategy |
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Bounce Fitness is adapting a new application for its Point of Sales system. It’s a new application developed to ensure smoother transaction using a cloud system. However, the new application has also enticed numerous fitness centres. Due to the high demand, the current developers are having a hard time sustaining server for the application.Complete the table by doing the following:
Identify the change strategy being implemented
Identify one external environment factor that would affect the implementation of the identified change strategy
Briefly explain how the external environment factor impacts the application of the change strategy
Change StrategyExternal Environment Factor Impact of External Environment on Change Strategy
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| In your own words, describe each of the following components of a change management project plan. | |
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Change Management Project Plan Components |
Description |
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Scope |
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Roles and Responsibilities |
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Communication Strategy |
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| The Practical Assessment is a set of tasks that must be completed in a workplace, or in an environment with conditions similar to that of a real workplace. |
To be assessed for this unit of competency, you must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to use your skills and knowledge to develop and implement a Change Management Project Plan to lead and manage organisational change.
The Practical Assessments in this workbook include:
Workplace Project Assessment
A series of written practical tests assessing the learner’s practical knowledge and skills underpinning of the unit of competency. This includes the learner completing workplace documents or similar as evidence of competent performance.
Workplace Practical Observation
A set of assessment tasks where the learner must demonstrate practical skills relevant to the unit of competency. These skills are to be demonstrated while being observed by the assessor.
IMPORTANT!
All signatures/initials in your submissions, including yours, must be handwritten and dated. Submissions with signatures/initials must be scanned.
The supervisor/observer who completes and signs your evidence submissions must provide their real name, contact number, and email address for your assessor’s reference.
Should you encounter issue or concerns regarding your assessment, contact your assessor.
| This workplace project assessment requires you to develop and implement a Change Management Project Plan to lead and manage organisational change. |
This assessment is divided into 3 project tasks:
Task 1: Develop change management Strategy
Task 2: Implement change management Strategy
Task 3: Evaluate change management Strategy
This project requires you to complete the assessment tasks in a real workplace, or in an environment with conditions similar to that of a workplace in this industry.
Each task comes with a set of instructions. You are to follow and perform these instructions while being observed by the assessor and/or submit any required documentation.
Before starting this assessment, your assessor will discuss with you these tasks, including instructions and guidance for satisfactorily completing them.
| You are required to: |
Complete the tasks within the time allowed.
Analyse and interpret information about the organisation’s internal and external environment and consult with stakeholders to identify requirements and opportunities for changes that support organisational objectives
Prioritise opportunities for changes with input from relevant stakeholders.
Develop a change management project plan for the priority changes incorporating resource requirements, risk management and timelines
Develop strategies to communicate or educate the changes and embed them
Obtain approvals and agree reporting protocols with relevant managers and implement the plan including addressing barriers to change
Review and evaluate the change management project plan and modify as needed to achieve objectives.
Resources Required for Assessment
Forms and Templates
Generic forms and templates are provided in the project tasks.
If you are currently in a workplace, use similar workplace templates and forms used by your organisation to complete each assessment task. Discuss with your supervisor and your assessor first to ensure that the forms/templates you will use from your organisation cover all criteria required by each assessment task.
Review these forms and templates with your assessor before starting the task.
Task 1: Develop Change Management Strategy
| ASSESSMENT INSTRUCTIONS |
| Step 1 Read Bounce Business plan(Case study) and Business Strategy from Moodle and Identify organisational changes you will make in the company(Bounce Business). |
| What is the organisational change? | What are the objectives of the change? | What strategy will be used for the change? |
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Step 2 Now, you have identified the changes needed in the organisation, it’s time for you to check for Risks which may be associated with this, completed below table by following Risk assessment matrix.
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RISK REGISTER |
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Risk likelihood scale |
Risk Description |
Risk consequence Check the rating from table below ‘consequence scale ‘and allocate the consequence level |
Mitigation Strategies Mention what would you do to control risk |
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Likelihood Scale |
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Level |
Likelihood |
Description |
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Rare |
The event may occur in exceptional circumstances. Less than once in 2 years. |
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Unlikely |
The event could occur at some time. At least once per year. |
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Moderate |
The event will probably occur at some time. At least once in 6 months. |
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Likely |
The event will occur in most circumstances. At least once per month |
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Certain |
The event is expected to occur in all circumstances. At least once per week. |
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Consequence Scale |
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Level |
Consequence |
Description |
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0 |
Negligible |
No Injuries. Low financial loss. Financial loses less than $1000 |
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Minor |
First-aid treatment. Financial losses between $1000 and $10,000 |
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Serious |
Medical treatment required. Financial losses between $10,000 and $50,000. Moderate environmental implications. Moderate loss of reputation. Moderate business interruption. |
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Major |
Excessive, multiple long-term injuries. Financial losses greater than $50,000. High environmental implications. Major loss of reputation. Major business interruption. |
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Fatality |
Single death |
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Multiple Fatalities |
Multiple deaths and serious long-term injuries. |
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Step 3 You need to record a video(on your smart phone ) of yourself conducting a meeting with key stakeholders, experts and specialists(can be role played by your friend or family member) to o discuss the organisational change from step 1 and step 2.
Upload the 1st video on Moodle along with your assessment submission.
Relevant stakeholders can be individuals(your classmate/friend/family member) or groups directly impacted by the organisational change you will implement. They must be involved throughout the development, implementation and monitoring process.
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Task 2: Implement Change Management Strategy
| ASSESSMENT INSTRUCTIONS |
| This task will require you to develop a Change Management Project Plan to lead and manage organisational change. |
Step 1 As you have completed task 1 by now, in which you have identified change required in the organisation and have completed risk assessment and have already consulted with stakeholder, Now is the time when we think about what resources may be required to implement the change and who will be relevant person in the organisation who can lead and manage the change(their position/designation/it could be yourself as well).you also need to think about how long it will take you to implement the change in the organisation, once you have noted all the information please fill in the table below.
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Change Requirements List change requirements based on priority. |
Personnel Responsible Who is to lead this |
Resources Required Include where to obtain or access the resource. |
Target Timeframes for Implementation Include specific milestones to achieve per timeframe. |
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Step 2 Communication Plan
Once you complete step 1 of this task, you now need to think about how you will monitor the change management and in order to think about monitoring process, you need to complete the communication plan below after discussion with a stakeholder
(Relevant stakeholders can be individuals(your classmate/friend/family member) or groups directly impacted by the organisational change you will implement. They must be involved throughout the development, implementation and monitoring process).
Upload the 2nd video on Moodle along with your assessment submission.
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Information to be Communicated Include specific details on what you will communicate |
Communication Method to be Used | Frequency |
(How often)Expected OutcomePersonnel Responsible
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Task 3: Evaluate change management strategy
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Once you complete Task 1 and task 2, you will have clear understanding of change management strategies to be implied and resources to be used. you need to think about how you would evaluate your change management plan to check whether it is working or not and if not then what modifications/adjustments can be made . For this, you need to complete the following table
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