1: Introduction
Welcome to the Instructions for completing the assessment. This instruction has been designed to help you to successfully complete the assessment for this unit.
A number of documents have been provided to support you to complete training and assessment including:
- Student Guide: The Student Guide provides you with learning content, activities and links to videos, further reading and additional material to help you to develop your knowledge and skills.
- Student Assessment Tasks: The Student Assessment Tasks include the tasks themselves as well as guidance about how to complete each assessment. Submission information and relevant forms are also included.
- Supporting resources: Supporting resources include templates, forms and portfolios which you can use to provide evidence of your competence. Your assessor will provide you with the relevant supporting resources when you are ready to complete assessment for each unit. You will find a list of the student resources relevant to each task in the Student Assessment Tasks.
Key information
Safety
Regardless of the training or assessment setting, you must always work safely and comply with legislative requirements. Listen to and follow the direction of your trainer/assessor at all times.
Policies and procedures
The information in this guide is general in nature and should always be read in conjunction with MMC’s and (where relevant) workplace’s policies and procedures.
Icons
Icons are used throughout the Student Assessment Tasks to indicate important information.
This information indicates that you will need to read information about a task and that you may need to seek further clarification or advice before beginning an assessment. | ||
This icon shows that you will need to meet with your assessor (and possibly other students) to complete a meeting or role play. | ||
This icon shows that you will need to communicate via email or send documents via email. | ||
This icon indicates that you will need to submit an item of evidence. | ||
This icon indicates that you will need to complete a practical element during a task which may include research, developing documents, brainstorming ideas and so on. | ||
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This icon indicates that information is provided about completing or submitting your assessment. |
Portfolio icons | |
This icon indicates that you must attach evidence to support your written entry. |
2: Preparing for assessment
Preparing for assessment
Much of the quality of your assessment relies on the planning and preparation that you do. Take the time to:
- carefully read through the whole of the assessment task and each of the supporting documents
- ensure that you are clear about what it is that you are expected to do. Ask your assessor for clarification if you have any questions at all
- be clear on the time limits and due dates for each task
- ensure that you have completed a Student Assessment Agreement for every unit of competency.
Understand expectations
You will find specific advice at the start of each assessment which will guide you in how to complete each assessment task. Make sure that you take the time to read this advice and to clarify any legislative and organisational requirements before proceeding with assessment.
Always ensure that you are clear about what is expected of you. If you need support, advice or assistance, speak to your trainer, your assessor or your workplace supervisor.
Time limits and due dates
Your assessor will provide you with a due date for each assessment task. In some cases, you will also be required to complete an assessment within a set time limit (particularly in the case of written Knowledge Question tasks). In assessment task, you will find a table showing the time-limits (where relevant) for your assessment tasks. You will also find space to write the due dates for each task.
Reasonable adjustment
You are encouraged to consult with your assessor prior to attempting an assessment task if you have a learning need or issue that you require additional support with or which may hinder your ability to successfully complete the assessment.
Student assessment agreements
Before starting the assessment for each unit of competency, you must complete, sign and submit a Student Assessment Agreement. Your assessor will countersign the agreement and keep it on file according to your MMC’s policies and procedures.
3: Undertaking assessment
Types of assessment
The Student Assessment Tasks incorporate a range of assessment styles including:
- knowledge questions
- research tasks
- assessor observations
- portfolios
- projects, which may include case studies
- role plays.
Knowledge questions
Knowledge questions are designed to help you to demonstrate the knowledge which you have acquired during the unit. Knowledge questions can be completed in a variety of ways including:
- in a traditional, closed-book exam style setting in the classroom
- in an open-book setting in the classroom. This means that you can draw on your learning materials and other resources to answer questions
- in an open-book setting in the your own time
- via your organisation’s learning management system (LMS)
- as verbal questions if required for the purposes of reasonable adjustment.
You should also refer to the section on Completing Written Assessment Tasks below for additional information.
Research tasks
Research tasks are provided to help you to demonstrate your ability to conduct and analyse research or to gather information. They also help you demonstrate your knowledge about a particular topic. When completing research tasks, consider the following tips.
- Ensure that you accurately quote your sources (including on-line sources).
- Use information from reliable, relevant sources.
- Use information sources that are current (while there are exceptions, a good guide is not more than six years old).
You should also refer to the section on Completing Written Assessment Tasks below for additional information.
Projects
Projects are provided to help you demonstrate a range of knowledge and skills that you have developed during your course. They may be completed in your own workplace, in a simulated workplace, in the classroom or in your own time. Supporting templates and resources are usually provided to help you. They often have a range of tasks within them which will include observations and portfolio completion.
You should also refer to the section on Completing Written Assessment Tasks below for additional information.
Assessor observations
Assessor observations are used where the unit of competency requires that you must be observed by an assessor demonstrating the skills and knowledge that you have learnt during your course. Before being observed, make sure that you read through the task information so that you understand what it is that you must demonstrate. Your assessor will advise you of when you will be observed for the purposes of assessment.
Observations may be in person, via video conferring software as and when necessary/relevant (e.g. pandemic conditions or distance-based learners) or you may like to video record evidence for your assessor to watch later. When submitting video evidence ensure the quality is suitable enough for the assessor to clearly observe what you are doing and that the audio quality is sufficient. Otherwise, you may be asked to resubmit.
Round table discussions
Round table discussions are a fantastic way for you to discuss your own real experiences and apply them in the context of the case study. Even though you may be participating in a project based on a case study business, you have a wealth of knowledge, experience and skills that you have gathered over the course of your life that can be reflected on and applied in discussion with your peers and fellow students. These can then be discussed and applied to the project you are working on, making it more industry realistic.
Role plays
Role plays are used to assess your knowledge and skills where it would not be possible to provide evidence in another way. For example, many Human Resources (HR) units will require you to demonstrate competency in processes like recruitment or termination of employment.
When participating in role plays, ensure that you behave as you would in real workplace. You will find more information about simulated workplaces below.
Simulated workplace environments
Many of the student assessment tasks that you undertake throughout your course will take place in the simulated business environment which could include your home and/or classroom. Simulated workplace tasks are designed to:
- reflect real life work tasks
- are assessed using criteria that relate to the quality of work expected by industry
- use authentic workplace documentation
- require you to work as part of a team
- involve the use of standard, workplace equipment (hardware, software and consumables)
- require you to consider usual workplace constraints such as time and budgets.
You should therefore ensure that you treat simulated workplaces as real workplaces for the purposes of assessment by:
- communicating professionally, using industry standard language and terminology
- adhering to an appropriate level of dress and behaviour
- working in a way which is client or team focussed (as relevant to the unit)
- completing group work in a professional, team-oriented way
- behaving in a way which is consistent with current industry practice.
Assessment task cover sheets
You must submit a completed, signed Assessment Task Cover Sheet with each assessment.
Submission instructions
The format that you will submit tasks in will vary, depending on the task. Some might require hand-written responses, some will require submission of electronic files and others will require emails. You will find specific instructions with each task. You will also find a summary in assessment task information.
File naming conventions
It is important that you use a consistent file naming convention for each file that you submit. For all files that you submit throughout the assessment for this course, use the following convention:
competency code task number student name date
For example: BSBLDR523 AT1 Student Name 25-04-2021
Completing written assessment tasks
The following advice applies to completing all types of written assessment (for example, knowledge questions, research reports, project portfolios and so on).
- You should always apply the documentation principles that you have learned throughout your course when answering written questions, completing assessment tasks and presenting reports. In particular, you should:
- use clear, non-discriminatory language
- use business-like language
- follow your workplace’s policies and procedures
- respect the confidentiality of the people who you are providing services and support to.
- Read each question carefully and focus on answering it in full. For example, if the question asks you to list five of something, ensure that you provide five examples.
Written answer question guidance
- The following written questions use a range of “instructional words” such as “identify” or “explain”, which tell you how you should answer the question. Use the definitions below to assist you to provide the type of response expected.
- Note that the following guidance is the minimum level of response required.
Analyse: when a question asks you to analyse something, you should do so in detail, and identify important points and key features. Generally, you are expected to write a response one or two paragraphs long.
Compare: when a question asks you to compare something, you will need to show how two or more things are similar, ensuring that you also indicate the relevance of the consequences. Generally, you are expected to write a response one or two paragraphs long. Contrast: when a question asks you to contrast something, you will need to show how two or more things are different, ensuring you indicate the relevance or the consequences. Generally, you are expected to write a response one or two paragraphs long. Describe: when a question asks you to describe something, you should state the most noticeable qualities or features. Generally, you are expected to write a response two or three sentences long. Discuss: when a question asks you to discuss something, you are required to point out important issues or features and express some form of critical judgement. Generally, you are expected to write a response one or two paragraphs long. Evaluate: when a question asks you to evaluate something, you should put forward arguments for and against something. Generally, you are expected to write a response one or two paragraphs long. Examine: when a question asks you to examine something, this is similar to “analyse”, where you should provide a detailed response with key points and features and provide critical analysis. Generally, you are expected to write a response one or two paragraphs long. Explain: when a question asks you to explain something, you should make clear how or why something happened or the way it is. Generally, you are expected to write a response two or three sentences long. Identify: when a question asks you to identify something, this means that you are asked to briefly describe the required information. Generally, you are expected to write a response two or three sentences long. List: when a question asks you to list something, this means that you are asked to briefly state information in a list format. Outline: when a question asks you to outline something, this means giving only the main points, Generally, you are expected to write a response a few sentences long. Summarise: when a question asks you to summarise something, this means (like “outline”) only giving the main points. Generally, you are expected to write a response a few sentences long. |
4: Following assessment
As you complete and submit each assessment task, your assessor will mark it and complete the Assessment Task Cover Sheet. The Assessment Task Cover Sheet will be returned to you with the outcome of the assessment, which will be satisfactory (S) or unsatisfactory (U).
If your work has been assessed as being not satisfactory, your assessor will also discuss this verbally with you and provide advice on re-assessment opportunities as per your MMC’s re-assessment policy.
Depending on the task, this may include
- resubmitting incorrect answers to questions (such as knowledge questions and case studies)
- resubmitting part or all of a project, depending on how the error impacts on the total outcome of the task
- redoing a role play after being provided with appropriate feedback about your performance
- being observed a second (or third time) undertaking any tasks/activities that were not satisfactorily completed the first time, after being provided with appropriate feedback.
Your assessor will provide you with an appropriate timeframe in which to resubmit your work, according to your MMC’s reassessment policy and procedure.
Right of appeal
You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with unfairly or have other appropriate grounds for an appeal.
You should refer to your MMC’s assessment appeals process for more information.
Assessment Task Information
Unit code and title | Assessment Task | To be completed: | Max time allowed? | Conditions | Submission requirements | Due date (student to complete) |
BSBLDR811 | Knowledge Questions | Self Study Time | 6 hrs | Open Book | Completed all Question and Answer | |
Project Portfolio | Self study Time | 14 hrs | Open Book | Completed Project Portfolio |
Student assessment agreement
Make sure you read through the assessments in your student assessment booklet before you fill out and sign the agreement below.
If there is anything that you are unsure of, consult your assessor prior to signing this agreement.
Have you read the assessment requirements for this unit? | ¨ Yes | ¨ No |
Do you understand the requirements of the assessments for this unit? | ¨ Yes | ¨ No |
Do you agree to the way in which you are being assessed | ¨ Yes | ¨ No |
Do you have any specific needs that should be considered | ¨ Yes | ¨ No |
If so, explain these in the space below. |
Do you understand your rights to reassessment? | ¨ Yes | ¨ No | ||
Do you understand your right to appeal the decisions made in an assessment? | ¨ Yes | ¨ No | ||
Student name | ||||
Student ID number | ||||
Student signature | ||||
Date | ||||
Assessor name | ||||
Assessor signature | ||||
Date | ||||
Assessment Task
Assessment task information |
The assessment tasks for BSBLDR811 Lead Strategic Transformation are outlined in the assessment plan below. These tasks have been designed to help you demonstrate the skills and knowledge that you have learnt during your course.
Please ensure that you read the instructions provided with these tasks carefully. You should also follow the advice provided in instruction for students which provides important information for you relating to completing assessment successfully.
Assessment for this unit
BSBLDR811 Lead Strategic Transformation describes the skills and knowledge required to lead and manage effective workplace relationships.
For you to be assessed as competent, you must successfully complete two assessment tasks:
- Assessment Task 1: Knowledge questions – You must answer all questions correctly.
- Assessment Task 2: Project – You must work through a range of activities and complete a project portfolio (template provided in APPENDIX A).
Assessment Task1 (Knowledge Question and Answer) – Cover Sheet
Student declaration
To be filled out and submitted with assessment responses
- I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded with any other student(s).
- I understand that if I am found to have plagiarised, cheated or colluded, action will be taken against me according to the process explained to me.
- I have correctly referenced all resources and reference texts throughout these assessment tasks.
Student name | |
Student ID number | |
Student signature | |
Date |
Assessor declaration
- I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.
Assessor name | ||||||
Assessor signature | ||||||
Date | ||||||
Assessment outcome | S | NS | DNS | Resubmission | Y | N |
Feedback
Student result response
- My performance in this assessment task has been discussed and explained to me.
- I would like to appeal this assessment decision.
Student signature | |
Date |
A copy of this page must be supplied to the office and kept in the student’s file with the evidence.
Assessment Task 1: Knowledge questions |
Knowledge questions are designed to help you demonstrate the knowledge which you have acquired during the learning phase of this unit. Ensure that you:
- review the advice to students regarding answering knowledge questions .
- comply with the due date for assessment which your assessor will provide
- adhere with your MMC’s submission guidelines
- answer all questions completely and correctly
- submit work which is original and, where necessary, properly referenced
- submit a completed cover sheet with your work
- avoid sharing your answers with other students.
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Assessment information
Information about how you should complete this assessment is provided in the previous page. Refer to the assessment task information on: · where this task should be completed · the maximum time allowed for completing this assessment task · whether or not this task is open-book. Note: You must complete and submit an assessment cover sheet with your work. |
Questions
Provide answers to all of the questions below:
- Discuss four (4) styles of leadership and the impact each of the identified styles on organisational culture.
Answer
Some of the styles of the leadership are-
1) Autocratic leadership style- in this style leaders centralize their power and decision-making themselves. Without consultation with the employee, they give orders, assign duties, and distribute duties. Its impact on the culture is that there is quick decision-making, actions are promoted and unity of direction.
2) Democratic or participative leader- In the decision-making, this leader encourages the team members. Its impact on the organization is positive. All employees are motivated and participate in the decision-making.
3) The free-rein leadership style- avoid responsibility and power. For the decision making these leader passes the responsibility to their subordinates and in administration they take minimum initiative. Its impact on the culture is not so positive. There is a drop in productive work.
4) Paternalistic leadership- in this leadership style it is assumed by the leader that their function is paternal. In this leader acts as the head of the family. Its impact on the culture of the organization is that the leader tries to protect his subordinates (Fries, et al., 2021).
- Explain the importance of a participative management style when implementing organisation change.
Answer
Importance are-
- Within the organization, it fosters an environment that makes employees seriously valued.
- It increases the development opportunities for the employees.
- Chances are offered to implement the ideas.
- Within the work, team commitment is built and initiative is developed (Leitterstorf, et al., 2021).
- Discuss three strategies that a leader can use for building trust and confidence with colleagues during times of organisational change.
Answer
Some of the strategies which can be used to build trust are-
- Long-term relationships must be valued- to build trust there is a need for long-term thinking.
- Be honest- to build trust it is important, to be honest, no matter what the situation is.
- Communication must be done effectively- due to miscommunication trust can be easily damaged. So building trust is important to communicate effectively (Galli, 2018).
- Describe the differences between organisational transformation and organisational development.
Answer
Organizational transformation is the organizational change set that is designed for transforming a business from the ground up. Whereas organizational development is similar to change management, an organization developed to the strategic organizational change (Galli, 2018).
- Explain the key phases of a change management process.
Answer
Change management process key phases are-
- For the change, the organization will be prepared for the change.
- For the change, a vision will be crafted and planning will be done/
- Changes will be implemented when the plan is prepared.
- Changes will be embedded within the culture and practices of the organization.
- The progress of the company will be reviewed and results will be analysed (Akbar, et al., 2019).
- Describe five components that may be included as part of a change management plan.
Answer
Some of the components which can be added as a change management plan part are-
- Smooth processes for approval- in making sure smooth change operations smooth process for approval plays a vital role. There is a need for the correct approval checks in place between the different stages of the workflow.
- Automation process- it helps in increasing efficiency and smoothing the operations.
- Governance tool- it helps in keeping the operations running with the right oversight which reduces mistakes.
- Data access- when their right data access then the person who is handling change operations can work more effectively.
- CAB functionality (Xiang, et al., 2019).
- Explain two strategies that can be used to effectively communicate and embed change during an organisational change process.
Answer
Some strategies which can be used are-
- Momentum can be created- to occur the change effectively, there is a need for the organization’s support. So it is important for the community regularly for building momentum.
- For the change a vision can be created- when a clear vision is created it is helpful for everyone to understand why they are asked to do something. To create a clear vision values can be determined and a summary can be developed about the organisation (Jayatilleke, & Lai, 2018).
- Explain three reasons why individuals or groups within an organisation may resist change. Include at least one suggestion of how resistance can be overcome for each of the areas you identify.
Answer
Some of the reasons why groups or individuals resist change are-
- Due to a lack of awareness about the reason and purpose for the change.
- Because of the peer pressure within the organization may resist change.
- When there is no security in the job.
Some of the suggestions to overcome the resistance to change is-
- Developed awareness about the change and the reason for the change. A meeting can be conducted and everyone can be made aware of it.
- There must be no peer pressure.
- Provide job security to the employees (Gūğerçin, 2022).
- Discuss at least three barriers to organisational change.
Answer
Some of the barriers are-
- When within the organization there is a lack of skills in change management knowledge.
- Due to the lack of accountability changes within the organization are not successful.
- Due to the unavailability or insufficient funds or resources and due to the strict timelines (Gūğerçin, 2022).
- Discuss at least two strategies to address barriers to organisational change.
Answer
Some of the strategies are-
- Strategies can be prepared with the ADKAR model- this model highlights the five important elements. To prevent frustrating delays, this method anticipates common blockers and identifies them before they happen.
- A communication plan can be created- a communication plan can be created and while preparing the plan employees can be involved. The communication plan provides the specific details regarding the change process are the lesser resistance (Odor, 2018)
- Outline key information that should be included in an organisation’s communication protocol for communicating internally, as well as externally.
Answer
- For communication, a clear reason must be provided.
- For the audience of the organization needs must be analysed.
- Consistent and normal communication
- Authentication
- Error detection and correction
- Signalling (Jayatilleke, & Lai, 2018).
- Discuss what is involved in personal development planning and the methods that can be used to achieve this.
Answer
In personal development planning, some of the things which are involved are-
- Values
- Personal values
- Personal reflection
- For personal development setting goals and planning
- Self-improvement
The method which can be used to achieve this are-
- SWOT analysis can be conducted
- Goals can be set
- An action plan can be created
- Progress can be assessed (Maharaja, 2018).
- Outline at least five crucial components of a personal development plan.
Answer
Some of the important components of the PDP are-
- Chartertstics and values need to be identified which reflect the personal and professional goals.
- With the help of a professional, it is important to know what is need to be assessed.
- Personal development draft
- Personal development goals which need to be executed.
- Quarterly review of the personal development plan (Deardorff, 2020).
Assessment Task 1: Checklist
Student’s name: | ||||
Did the student provide a sufficient and clear answer that addresses the suggested answer for the following? | Completed successfully? | Comments | ||
Yes | No | |||
Question 1 | ||||
Question 2 | ||||
Question 3 | ||||
Question 4 | ||||
Question 5 | ||||
Question 6 | ||||
Question 7 | ||||
Question 8 | ||||
Question 9 | ||||
Question 10 | ||||
Question 11 | ||||
Question 12 | ||||
Question 13 | ||||
Task outcome: | ¨ Satisfactory | ¨ Not satisfactory | ||
Assessor signature: | ||||
Assessor name: | ||||
Date: | ||||
Assessment Task2 (Project ) – Cover Sheet
Student declaration
To be filled out and submitted with assessment responses
- I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded with any other student(s).
- I understand that if I am found to have plagiarised, cheated or colluded, action will be taken against me according to the process explained to me.
- I have correctly referenced all resources and reference texts throughout these assessment tasks.
Student name | |
Student ID number | |
Student signature | |
Date |
Assessor declaration
- I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.
Assessor name | ||||||
Assessor signature | ||||||
Date | ||||||
Assessment outcome | S | NS | DNS | Resubmission | Y | N |
Feedback
Student result response
- My performance in this assessment task has been discussed and explained to me.
- I would like to appeal this assessment decision.
Student signature | |
Date |
A copy of this page must be supplied to the office and kept in the student’s file with the evidence.
Assessment Task 2: Project |
Information for students
In this task, you are required to demonstrate your skills and knowledge by working through a number of activities and completing and submitting a project portfolio which is provided in appendix A.
You will need access to:
- your learning resources and other information for reference
- Project Portfolio template (Appendix A)
- Simulation Pack (if you need a case study).
Ensure that you:
- review the advice to students regarding responding to written tasks in the instruction to students
- comply with the due date for assessment which your assessor will provide
- adhere with your MMC’s submission guidelines
- answer all questions completely and correctly
- submit work which is original and, where necessary, properly referenced
- submit a completed cover sheet with your work
- avoid sharing your answers with other students.
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Assessment information | |
Information about how you should complete this assessment can be found in Assessment Information. Refer to the information for information on:
· where this task should be completed · how your assessment should be submitted. Note: You must complete and submit an assessment cover sheet with your work. |
Activities
Complete the following activities:
- Carefully read the following:
This project requires you to lead a strategic business transformation for an organisation or large work area. You will be required to analyse and lead organisational transformation and learning for strategic outcomes based on either a real workplace or a case study scenario which you can access in the Simulation Pack for this unit. | |
Vocational education and training is all about gaining and developing practical skills that are industry relevant and that can help you to succeed in your chosen career. For this reason, we are giving you the choice to base this project on your own business, one you work in or a familiar with, or you can use the case study provided. This will mean that you are applying your knowledge and skills in a relevant, practical and meaningful way to your own situation! | |
It is important that you are able to access enough information for your chosen business in order to be able to do your assessment. As a minimum this should include organisational objectives and need for change along with policies related to managing the change. | |
You will need to communicate with people who work for, or are involved, in this business or work area several times. Your communication may be either directly with actual staff members or fellow students/your assessor can play the roles of relevant people/parties. Communication can be in any appropriate format (e.g. face to face, video conference, email) as long as it meets the requirements outlined below, and in the Project Portfolio.
You will be collecting evidence for this unit in a Project Portfolio. The steps you need to take are outlined below. |
- Preparation
Make sure you are familiar with the organisation you are basing this assessment on and have read through the necessary background information. For the case study business, this is all of the documents included in the Simulation Pack.
If it’s your own business or a business where you are working or are familiar with, have your business approved by your assessor as it must be based on a whole organisation or large work area and there must be a need for strategic change that has been identified. For the purposes of this assessment, your busines or work area must have more than 5 employees. If you are using the case study, you will assume the role of the Change Agent as per the case study provided. Complete Page 4 of your Project Portfolio for this unit. Read through the requirements of Section 1, 2 and 3 of your Project Portfolio. |
- Preparing for strategic change
Complete Section 1 of your Project Portfolio.
To complete Section 1, you need to work through several steps to prepare for organisational change. |
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Make sure you have answered all questions in Section 1. Submit to your assessor for review.
You are also required to attach certain documents as part of your evidence – review the documents you need to attach as outlined in Section 1 of the Project Portfolio and make sure you attach these upon submission. You will use the work done in this section of the Portfolio to consult with others in the next activity. In preparation, read through step 4. |
- Stakeholder consultation
You now need to conduct stakeholder engagement and interviews to gather valuable insights to help inform your strategy. Conduct 3 short one-on-one interviews with three identified key stakeholders (at least one internal and one external) and then document your findings.
If basing this on a real business you can use real stakeholder if you have the opportunity or have fellow students role play – you must brief the students about the type of stakeholder they are and give them background information to read prior. If you are using the case study business, you can use other students who are working on the same case study as you will all be familiar with the scenario and you can draw from each other’s unique perspectives and ideas. Arrange for three other students to play an identified role – this can be anyone from the case study that you choose, for example, a graphic designer moving from permanent to contract, a head office staff member staying on and a reader of the magazine. The role player has licence to make up their answers based on their own ideas and experiences. As everyone’s ideas and situations are unique, even if playing the same roles your answers will be different. It’s very important that you develop your own set of questions to ask the stakeholders and that these are not the same as anyone else working in your small group. You are all being assessed individually. Your assessor will be looking to see that you can: · express your opinions and information to the stakeholders when interviewing them · respond positively and respectfully to their views using language appropriate to the audience · adapt your personal communication style as necessary to build a positive working relationship and show respect for the opinions, values and individual needs of others · demonstrate effective communication skills including: o Speaking clearly and concisely o Using non-verbal communication to assist with understanding o Asking questions to identify required information o Responding to questions as required o Using active listening techniques to confirm understanding The meetings should last for approximately 15 minutes each. After the meetings, complete Section 2 of your Project Portfolio. |
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This can either be viewed in person by your assessor or you may like to video record the session for your assessor to watch later. Your assessor can provide you with more details at this step. Make sure you follow the instructions above and meet the timeframes allocated. |
After the stakeholder meetings, complete Section 2 of your Project Portfolio. As part of this step, you are also required to develop written communication to both internal and external stakeholders affected by the change. Choose the internal and external group of people based on two of the stakeholder engagement meetings. Attach the communication developed to your portfolio. |
- Develop a change management strategy
Develop a change management strategy for the business. You can use an organisational template if you have one or you can use the Change Management Strategy template provided in the simulation pack. If using an organisational template then you must ensure it includes as a minimum what is included on the template provided. Ensure you complete all parts and that you use appropriate vocabulary, grammatical structure and conventions when developing your strategy.
Attach this to Section 2 of your Project Portfolio. |
- Develop a communication and education plan
Develop a communication and education plan to be used in conjunction with the change management project plan.
This plan should show how the change will be managed, including the provision of information to staff about the proposed changes and benefits. Ensure that the strategies you develop are designed to promote the benefits of change to staff and to reduce the likelihood of a negative response/adverse outcomes. Your communication and education plan should also show the communication and reporting process to senior management, which will be required on a regular basis. Use can choose to use an organisational template or the Communication and Education Plan Template provided in the simulation pack. |
- Request feedback from staff
Assume a month has passed and you need to collect feedback from staff about how the change is being managed by the leaders. Develop an email, memo, survey or request for feedback that can be sent to staff. You can do this anyway you like as long as you include at least three questions that cover their experiences of the processes implemented, their thoughts personally on resistance to change and how they believe the communication is that management has had with staff.
Attach this communication in Section 3 of your Project Portfolio. |
- Carefully read the following (applies to all students even if using their own business example):
Assume that the following change management objectives are included as part of the change management process that was implemented:
· Employees were satisfied with information provided as part of the change management process · Communication occurred through multiple channels Assume that the following communication activities were implemented: · Weekly staff meeting · Newsletter updates through staff email Assume it is 1 month into the change process and a Staff Survey of the remaining staff has been conducted. |
- Reflect personally on feedback
Review the change management objectives, communication activities implemented, and the Staff Survey Results. You need to reflect personally on the feedback received so you can identify areas for improvement.
Complete Section 3 of your Project Portfolio. |
- Write a change management review
Evaluate the effectiveness of the change management process and provide recommendations for improving communication activities to further mitigate the risk of change resistance.
Develop a short brief for the CEO of the organisation that includes your review. It should also recommend updates to the change management plan through relevant communication activities. Your change management review should include the following: · What the change management objectives are · What change management communication activities took place · Recommended changes to the change management plan and the communication and education plans Your review should be between half a page and one-page long. Use the Change Management Review template to guide your work. Attach this to Section 3 of your Project Portfolio. |
- Update staff on change management processes
Make some changes to your Communication and Education Plan based on your own recommendations and inform staff of what these changes are. Changes must be around the communication processes instituted. You can develop a memo or staff email to communicate these changes to staff.
When developing your communication, ensure you apply the feedback received and from your own self-reflection to your leadership style. Attach your updated Communication and Education Plan and developed staff communication to Section 3 of your Project Portfolio. |
- Submit your completed Project Portfolio
Make sure you have completed all sections of your Project Portfolio, answered all questions, provided enough detail as indicated and proofread for spelling and grammar as necessary. Remember to submit all necessary attachments as indicated. |
Assessment Task 2: Checklist
Student’s name: | |||||
Did the student: | Completed successfully? | Comments | |||
Yes | No | ||||
Lead a strategic business transformation for an organisation or large work area by:
· Preparing to undertake organisational change · Leading strategic change across the organisation · Reviewing the strategic outcomes |
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Prepare to undertake strategic change by:
· Outlining strategic changes needs based on an analysis of organisational objectives · Identifying personal responsibilities in the process that align with the organisation’s strategic objectives and analysing personal impact · Reviewing specific policies/practices against strategic objectives and explaining where changes could be required · Explaining the major operational change requirements as well as recommended priorities for change, risk and financial implications · Identifying and using relevant and appropriate sources of expert advice on change management issues and practices to inform change management · Reflect personally on their experiences with leadership, transformational qualities and change management to prepare for leading it |
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Lead strategic change cross the organisation by:
· Consulting and communicating with stakeholders (internal and external) · Analysing and confirming stakeholder’s capacity and competence to contribute to change processes and plans · Analysing all risks associated with the change and development of appropriate risk mitigation strategies · Developing a change management plan base on the strategic objectives and with the input of stakeholders · Briefing internal and external stakeholders of the strategic change processes and intended outcomes · Develop an appropriate communication and education plan to ensure communication between staff and management and promotion of benefits of change and to reduce likelihood of a negative response/adverse outcomes |
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During stakeholder consultation:
· express their opinions and information to the stakeholders when interviewing them · respond positively and respectfully to their views using language appropriate to the audience · adapt their personal communication style as necessary to build a positive working relationship and show respect for the opinions, values and individual needs of others · demonstrate effective communication skills including: o Speaking clearly and concisely o Using non-verbal communication to assist with understanding o Asking questions to identify required information o Responding to questions as required o Using active listening techniques to confirm understanding |
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Review strategic outcomes by:
· Developing a request for staff feedback and analysing staff feedback on change management process · Analysing themselves and the impact across the organisation using self-reflection · Applying feedback to leadership style when making changes and communication changes to staff |
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Task outcome: | ¨ Satisfactory | ¨ Not satisfactory | |||
Assessor signature: | |||||
Assessor name: | |||||
Date: | |||||
Student name: | |
Assessor: | |
Date: | |
Business this assessment is based on: | |
Documents reviewed: |
Section 1: Preparation |
Provide an overview of the current situation facing the business including:
· Analysis of the company’s organisational objectives and identification of strategic changes needs · A review of any current policies, procedures and practices against strategic objectives and a summary of potential changes · Key stakeholders involved and affected by the change |
Company organization objective analysis:
Samson media is known as a fashion magazine and it has a strong connection with different fashion houses. These all fashion houses are very high profile. ‘in the last two years, the company has also lost its many readerships. Due to the increase in competition various fashion magazines are switching to digital marketing in the upcoming 2 years. Samson media has faced a 20% drop in profits and its share prices are also decreased (Irshad, et al., 2020). another issue that has been identified is that many competitors of Samson media which were using print media switched to digital media. Many readers nowadays use social media when compared to print media (Jung, et al., 2020). Subscriptions now get access to extra features like podcasts, videos, & discussions. The topics of celebrity rumors, fashion, health, and beauty have received a lot of attention. Current policy, procedure, and practices against the strategic objective- The company’s existing hiring practices have a number of flaws, including the fact that they do not base decisions on merit, which is why the business is having problems. Employees must be hired based on the job market rather than personal considerations for this organization to undergo effective change, and the same will be taken into account for termination procedures. The hiring process will go more smoothly if the correct procedures are followed. Some of the key stakeholders which are involved and also affected by the change are- 1. Employees 2. Customers 3. Managers 4. Advertising agencies 5. Organisations that are associated (Malik, et al., 2020).
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Outline any legislation, regulations and code of practice that applies to business strategic change and how you will apply this.
(Note, if using the case study, conduct research and use federal and state specific information relevant to your own state/territory that must be applied). |
At present, the main focus of the Samson media is on adopting innovation. It can help in the current practices of the organist ions and adapt to the most recent marketing trends. Employers should seek out candidates who can contribute to the digitalization of the company, and those who are not qualified should be fired following the proper policies. Additionally, employers should consider providing employees with the training they need to thrive in the new environment so that they won’t have to let go of their dependable workers.
Samson media is also committed to providing clear rules about the employee’s termination. Samson media is also clear about the recruitment process. And they also recruit the employees after clearing all the policies and procedures of the organization (Kim, et al., 2020). |
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Research
Conduct research to identify environmental risks or impacts to the business or any other considerations you feel necessary. |
When there are some changes made within the organization, with the changes many risks arises with the change outcome. One of the biggest challenges which are faced by the organization is new recruitment. There is always a risk that recruits may not able to fit within the organization’s environment and may not be able to understand the new technologies.
Therefore, to deal with such issues training must be provided to the new employees and they must be introduced to the new technologies and they will be made aware of their roles and responsibilities. |
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Outline the sources of information you identified about best practice change management strategies, as well as an overview of best practice change management strategies you will use.
Summarise each source of information and briefly outline how it has assisted in identifying major change requirements and opportunities |
Some of the sources of information are-
Samson Media needs to make changes in various areas, such as subscriptions, content, features, & new features, according to data gathered from a staff survey, external analysis, strategic objectives, and recruitment policies. As a result, some strategic goals are necessary for employee relocation and reorganization. It is evident that the management has made some attempts to encourage open communication and to overcome employee resistance to expressing their genuine ideas. Some employees believe the department is not being as honest as it ought to be. An opinion shared by the staff is that management should exercise discretion. Organizational transformation is necessary, and transformational leadership will carry it out. |
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Major change requirements
Identify and document major operational change requirements based on the business and your research and analysis to date. Formulate ideas and opportunities and outline strategies to achieve goals and how these could be implemented. |
Some of the major change requirements are-
1. in the digital format, the print magazine must be available. 2. there must be regular communication and communication channel must be open for everyone. 3. timely feedback must be taken from the employees. 4. To motivate the staff members rewards and incentives can also be provided to them (Odor, 2018) |
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Prioritisation of change requirements
Outline your recommended priorities for each of the change requirements, including your reasoning. |
Change requirement prioritization-
1) The transfer of print magazines to digital formats should come first because the market for digital publications is favorable. 2) Employees will receive rewards. It will help to motivate them and it will also increase productivity. 3) Communication channels need to be established and strengthened because the employees feel isolated due to the management’s lack of interest in them. |
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Financial implications
Summarise the financial implications – financial costs of changes and also cost reduction strategies that could be utilised. Outline the benefits of this. |
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Risks | Some of the risk which can arise are-
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Communication channels
Establish channels for personnel affected by the changes to communicate with management. How will this be done and how often? |
Some of the communication channels are-
1. online chatting 2. electronic mail 3. telephone 4. online meetings 5. meetings meetings will be done after every week to review the progress and employees’ performance |
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As the change agent responsible for the change, what are your personal responsibilities in relation to this strategic change are and how will your behaviour impacts others? | As a change agent in this organization, I will concentrate on identifying all potential risks connected to change management and developing solutions to help the business manage those risks. Additionally, I’ll be concentrating on creating a communication channel between employees & management as a change agent (Wragg, 2020). | |||||||||||||||||||||
Efficacy
Describe how you see yourself in terms of personal efficacy. Give an example where you have been effective in producing positive change in others.
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In terms of personal efficacy as an individual, I am a very positive person and I also encourage other people to be positive.
I also help others to resolve their issues and I can also motivate the employees. For instance, when I participated in every meeting, staff members who frequently skipped them began to show up since I had informed them of the advancements I had achieved as a result of taking part in these meetings held within the company addressing the good change. |
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Competence
Describe your interpersonal competence. Give at least on example where you have demonstrated competence in helping others |
I am having good communication skills and I see things positively.
for example- within the organization, there were some conflicts raised but by using my communication skills I resolved the issue. |
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Empathy
Give at least one example of how you have demonstrated empathy in the following: · personal communication · relationships · day to day leadership role
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In personal communication is have shown empathy by listening more and talking less.
In relationships, I have shown empathy by making listening a priority. In day to a day leadership role, I have shown empathy by demonstrating willingness (Poels, et al., 2020). |
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Diversity
Evaluate your ability to build confidence and respect with diverse groups of individuals. Comment on your ability to lead in a manner that is inclusive and respectful of the differences between people. |
I am a very diverse person. I respect people of all diversities. I am also good at understanding my responsibilities and I am also good at motivating others. | |||||||||||||||||||||
What are two personal weaknesses when it comes to change and what strategies do you use to regulate emotions/behaviour during times of change or disruption?
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My personal weaknesses are-
I don’t understand the changes every time and due to this, I make mistakes. my second weakness is that after change implementation I am being consistent (Maharaja, 2018). |
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Attach: | Organisational documentation reviewed including Change Management Policy | ☐ |
Section 2: Leading strategic change |
Stakeholder 1- Graphic designer | |
Who is this person and what stakeholder group do they form part of? | The person is the graphic designer of Samson media. He was first on the contract but now he will be permanent. |
List of questions to ask this person. | 1. About the changes how do you feel?
2. Do you ever have a feeling about resistance to change during the changing time? 3. During the change how was your experience with the change? 4. About the change management process do you have full comprehension? 5. How do you make people aware of unexpected decision |
Complete this after the meeting
How confident are you in this person’s ability to not only handle the change but to contribute positively to the organisation’s change management processes? Provide reasons |
I am confident about the graphic designer’s ability the change. He can be one of the helpful assets to implement the change effectively and he can also make people aware of the change. |
Stakeholder 2- Head office staff member | |
Who is this person and what stakeholder group do they form part of? | The person is the staff member of the head office. |
List of questions to ask this person. | 1. About the changes how do you feel?
2. Do you ever have a feeling about resistance to change during the changing time? 3. During the change how was your experience with the change? 4. About the change management process do you have full comprehension? 5. How do you make people aware of unexpected decision? |
Complete this after the meeting
How confident are you in this person’s ability to not only handle the change but to contribute positively to the organisation’s change management processes? Provide reasons |
I am confident about the staff member. He can positively react to the change. He can be one of the helpful assets to implement the change effectively and he can also make people aware of the change. He also knows the change management process. |
Stakeholder 3- Samson media mazgine reader | |
Who is this person and what stakeholder group do they form part of? | The person is customers & usually reads the Samson media mazgines
Customer stakeholder group they are part of. |
List of questions to ask this person. | 1. Do you know anything about the change management process?
2. Do you like to see changes timely? 3. If our organization move to the digital platform would you still be the regular customers of the organization? 4. According to you changes made in the magazines is good or not? |
Complete this after the meeting
How confident are you in this person’s ability to not only handle the change but to contribute positively to the organisation’s change management processes? Provide reasons |
The customer is having a positive response about change. They are interested in seeing the regular changes and after the changes, they will still be part of the organization. |
Attach: | Written internal stakeholder communication | ☐ |
Written external stakeholder communication | ☐ | |
Change management plan | ☐ | |
Communication and education plan | ☐ | |
Video footage of 3 x stakeholder engagement sessions (if not observed by the assessor) | ☐ |
Email to staff
To: staff@au.in
By: Change agent Subject: requesting feedback this email is sent to inform you that the communication plan and education plan have been developed. Within the organization, change has been also implemented. So I wanted to know how the leader and how change is managed. Please provide your feedback. With regards Change Agent |
Section 3: Review |
Final results record |
Student name: | |
Assessor name: | |
Date |
Final assessment results
Task | Type | Result | ||
Satisfactory | Unsatisfactory | Did not submit | ||
Assessment Task 1 | Knowledge Questions | S | U | DNS |
Assessment Task 2 | Project | S | U | DNS |
Overall unit results | C | NYC |
Feedback
- My performance in this unit has been discussed and explained to me.
- I would like to appeal this assessment decision.
Student signature: ___________________________________________ Date: ________________
- I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.
Assessor signature: _________________________________________ Date:
Reference
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Deardorff, M. (2020). The effects of professional development on transition plan components.
Fries, A., Kammerlander, N., & Leitterstorf, M. (2021). Leadership styles and leadership behaviors in family firms: A systematic literature review. Journal of Family Business Strategy, 12(1), 100374.
Galli, B. J. (2018). Change management models: A comparative analysis and concerns. IEEE Engineering Management Review, 46(3), 124-132.
Gūğerçin, U. (2022). How employees resist ICT-induced organizational change? Insights from “Up in the Air”. Leadership & Organization Development Journal, (ahead-of-print).
Irshad, M., Ahmad, M. S., & Malik, O. F. (2020). Understanding consumers’ trust in social media marketing environment. International Journal of Retail & Distribution Management.
Jayatilleke, S., & Lai, R. (2018). A systematic review of requirements change management. Information and Software Technology, 93, 163-185.
Jung, W. J., Yang, S., & Kim, H. W. (2020). Design of sweepstakes-based social media marketing for online customer engagement. Electronic Commerce Research, 20(1), 119-146.
Klein, N., Ramos, T. B., & Deutz, P. (2022). Factors and strategies for circularity implementation in the public sector: An organisational change management approach for sustainability. Corporate Social Responsibility and Environmental Management, 29(3), 509-523.
Maharaja, G. (2018). The Impact of Study Abroad on College Students’ Intercultural Competence and Personal Development. International Research and Review, 7(2), 18-41.
Odor, H. O. (2018). Organisational change and development. European Journal of Business and Management, 10(7), 58-66.
Poels, J., Verschueren, M., Milisen, K., & Vlaeyen, E. (2020). Leadership styles and leadership outcomes in nursing homes: a cross-sectional analysis. BMC Health Services Research, 20(1), 1-10.
Turner, C. (2019). Change management strategy a plan for how to make something different. Quality, 58(10), 20-20.
Wragg, N. (2020). Online communication design education: the importance of the social environment. Studies in Higher Education, 45(11), 2287-2297.