Student Declaration
To be filled out and submitted with assessment responses
◻ I declare that this task and any attached document related to the 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.
◻ I have read and understood the assessment requirements for this unit
◻ I understand the rights to re-assessment
◻ I understand the right to appeal the decisions made in the assessment
| Unit Title
Unit Code |
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| Student name | ||
| Student ID number | ||
| Student signature | Date | |
| Task Number | ||
| ——OFFICE USE ONLY—–
For Trainer and Assessor to complete: ◻ Student requested reasonable adjustment for the assessment |
| Completed successfully
Did the student satisfactorily: |
Comments | Y | N | DNS |
| The student has satisfactorily completed and submitted the following:
· Facebook post in Task 3.1a · Email to key stakeholder in Task 3.1b · Questions for the survey in Task 3.1c · Meeting agenda in Task 3.1d · Training program outline in Task 3.1e · Code of conduct in Task 3.1f · Addressing of the Case Study in Task 3.2 · Lessons Learned Report in Task 3.3 |
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☐ | ☐ | ☐ |
| Demonstrated ability to:
· Manage activities for the delivery of communication or education plans This is evidenced by: · Facebook post in Task 3.1a · Email to key stakeholder in Task 3.1b · Questions for the survey in Task 3.1c · Meeting agenda in Task 3.1d · Training program outline in Task 3.1e · Code of conduct in Task 3.1f |
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☐ | ☐ | ☐ |
| Demonstrated ability to:
· Assess the performance of communication or education plan against objectives · Identify and respond to barriers to the change according to risk management plans and organisational objectives · Modify communication or education plan according to change program objectives This is evidenced by: · Addressing of the Case Study in Task 3.2 · Lessons Learned Report in Task 3.3 |
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☐ | ☐ | ☐ |
| Task Outcome: Satisfactory ☐ Not Yet Satisfactory ☐ | ||||
| Student Name: | ||||
| Assessor Name:
Assessor Signature: Date: |
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Table of Content
Student Declaration. 2
Task 3 – Implement and evaluate the change management strategy. 5
Task 3.1 Implementation. 7
Task 3.2 Case Study. 10
Task 3.3 Evaluation. 12
Task 3 – Implement and evaluate the change management strategy
| Task summary and instructions | |
| What is this assessment task about? | This task builds on Task 2.
You are a change management practitioner contracted by MMI Professional Education as Program Manager to: a) Identify change requirements and opportunities to take MMI from the current business state to a desired future state b) Develop a change management strategy and plan for two change initiatives (projects). The two change initiatives (projects) will form the program (change plan) that will deliver the identified change needs to achieve the desired future state c) Implement the change management strategy (program) d) Evaluate the change management strategy Task 2 focuses on point c) and d). This task comprises of the following assessment methods: e) Product-based ☒ f) Direct observation of Role-Play ☐ g) Case Study ☒ h) Other (specify) ☐ It has been designed to evaluate your ability to/competency in: i) Manage activities for the delivery of communication or education plans j) Assess the performance of communication or education plan against objectives k) Identify and respond to barriers to the change according to risk management plans and organisational objectives l) Modify communication or education plan according to change program objectives You are required to address the following: m) Task 3.1 Implementation n) Develop documents relevant to the implementation of the change initiative o) Task 3.2 Case Study p) Address a Case Study q) Task 3.3 Evaluation r) Develop a lessons learned report |
| What do I need to do to complete this task satisfactorily? | · submit the completed assessment tasks, according to instructions,
· complete the tasks with sufficient detail and present them in a professional manner, · use your own words and reference sources appropriately, · meet the word count where required, · use the scenario provided, · use the templates provided where required, · for your performance to be deemed satisfactory in this assessment task you must satisfactorily address all of the assessment criteria, · if part of this task is not satisfactorily completed you will be asked to complete further assessment to demonstrate satisfactory performance. |
| Specifications | You must deliver/participate in:
· NA You must submit to GOALS · Facebook post · Email to key stakeholder · Questions for the survey · Meeting agenda · Training program outline · Code of conduct · Addressing of the Case Study · Lessons Learned Report |
| Resources and equipment | • Computer with Internet access
• Access to Microsoft Office suites or similar software • Learning material • Scenario for assessment as provided • Appendices as provided • Relevant policies and procedures as provided • Templates as provided |
| Re-submission opportunities | You will be provided feedback on your performance by the Assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task. If any parts of the task are not satisfactorily completed, the assessor will explain why, and provide you written feedback along with guidance on what you must undertake to demonstrate satisfactory performance. Re-assessment attempt(s) will be arranged at a later time and date. 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 are encouraged to consult with the assessor prior to attempting this task if you do not understand any part of this task or if you have any learning issues or needs that may hinder you when attempting any part of the assessment. |
Complete the following activities:
Task 3.1 Implementation
Develop, populate, and submit the following documents:
- Develop a Facebook (FB) post to publish on the company’s FB page where the change initiative is announced. The content of the post must highlight the benefits of the change initiatives.
The post can be as simple as content+picture.
Document/add the post in the space provided below:
| Time to time changes are necessary it helps to improve the morale, and quality of work, and boost the productivity of the company.
It helps to improve collaboration, cooperation, and communication (Millar, et al., 2012). |
- Write an email directed to a key stakeholder (your choice of stakeholder – group or individual-, based on the scenario used for the assessment) to:
- Announce a significant achievement in the implementation of the change management plan (specify which achievement based on your Change Management Plan)
- Explain why this achievement is important.
Use Template 1 to write the email.
The email text should be in grammatically correct English, and written in an appropriate (polite, business-like) style.
(50-100 words)
Template 1 -Email
| Email to key stakeholders |
| To: Stakeholders |
| Cc: Directors |
| Bcc: |
| Subject: Achievement in the change management implementation |
| Date email is sent: 10/09/2022 |
| Attachments: Report based on the implementations made |
| Hello everyone,
This mail is to inform you all that the changes that were identified related to the change in the management have been successfully implemented, so it is a great achievement for all of us. As we all know that these changes were very necessary because they will help in increasing the productivity of the company and will help the company to attain better performance. The change management report is attached in this mail so for detail you can go through it once. And suggest your feedback on it. Thank you. |
- Develop a staff survey (eight -8 – questions) to ask employees impacted by the change initiative for feedback on how the change initiative has been implemented so far. Make sure that the questions gather user input to:
- Evaluate response to change
- Assess the effectiveness of the change management plan (focus on one or two critical deliverables from your plan)
Document the eight (8) questions in the space provided below.
| 1. How have these changes affected the work?
2. Are you satisfied with the changes made? 3. Would you like to provide any feedback regarding the changes made? 4. Have these changes improved your performance? 5. Have the old constraints improved due to changes? 6. Have you understood the changes correctly? 7. Have these changes improved the functions of the company? 8. Has these changes boosted your morale and productivity? (Millar, et al., 2012). |
- Develop a meeting agenda for the monthly senior management meeting where you will discuss issues that have occurred during the implementation of the plan.
Assume that the following issues occurred:
- 45% of surveys staff does not feel supported by line managers during the change process
- The quality of reporting needs improvement to gather more data about the progress of the implementation of the change management plan
- Delegation arrangements: you will be away for a week and you will delegate tasks to Jacob Black, your assistant
Use Template 2 to write the meeting agenda.
Template 2 – Meeting Agenda
| MEETING OUTLINE | |
| Purpose | issues that have occurred in the implementation of the plan |
| Location | Boardroom 2 |
| Date | |
| Start time | 11:00 am |
| Duration | 20 min |
| Chair | Change management practitioner |
| Invitees | Stakeholder, directors |
| AGENDA | ITEM |
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Welcome attendees, and apologies |
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Time Keeper and Minute Taker: Jacob Black |
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Agenda review |
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<Many of the staff members do not feel supported by line managers> |
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< Implementation of reporting needs some improvement> |
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< Delegation of the task need to be reviewed> |
- Prepare the program outline for a training initiative (mention which one) designed to support employees during the change process. Include:
- Topic
- Date of training
- Participants (target audience)
- Training format
- Cost
Document the training program in the space provided below.
| Topic – Change in the management
Date of training – Time – Participants – stakeholders Training format – Online training Cost – $ 1600 This training will be designed in order to support employees in the process realted to the changes made. |
- Develop a code of conduct to support embedding the change in the organisation.
Develop:
- Two (2) ethical principles
- Two (2) workplace behaviour)
- Three (3) values)
Document the Code of Conduct in the space provided below:
| Ethical principles
1. Fair work 2. No discrimination (Higgins, et al., 2019). Workplace behavior 1. Respect boundaries 2. Maintain transparency values 1. Focus on collective working 2. Generate effective communication 3. Respect others work (Higgins, et al., 2019). |
Task 3.2 Case Study
Address the following Case Study.
Assume that the following has occurred when implementing the change management plan. Contextualise the scenarios where instructed based on your change management plan.
| Scenario A
25% timeline |
One of the high-priority risks occurred.
Specify what risk based on your Change Management Plan: <Add risk> |
| Scenario B
50% timeline |
One of the key managers involved in the change process resigns unexpectedly. This situation impacts the change project schedule, creating a two-week delay in completing most tasks.
The Manager was very popular with his team, and a replacement may increase resistance to change. |
| Scenario C
75% timeline |
Covid19 is adding unexpected complications to the implementation of the change management plan:
· The staff works from home · Staff engagement through virtual meetings is challenging · Communication relevant to the change initiative is not as frequent as it used to be · Staff feels overwhelmed by the sense of uncertainty that the pandemic brings · A recent survey highlighted that staff is less invested in the change initiative due to: o Uncertainty and fear o Conflicting priorities |
For each scenario:
- Outline what monitoring and control procedure/process was applied to identify the change/s in circumstances and/or issue
- Evaluate the impact of each scenario on the progress of the implementation of the change initiatives
- Outline the strategy to respond to the scenario to mitigate the impact on the implementation of the change management initiatives
- Outline the strategy to respond to barriers to change
- Determine what changes/adjustments are needed to the Change Management Plan
| Scenario A | Scenario B | Scenario C | |
| Outline what monitoring and control procedures/processes were applied to identify the change/s in the circumstances and/or issue according to your Change Management Plan |
There is a need to conduct a risk management (Thol, et al., 2012).
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Do proper consultation with the team |
Communicate with them regularly. |
| Evaluate the impact of each scenario on the progress of the implementation of the change initiatives |
Can cause a delay in the change implementation |
Can decrease the morale of the staff member and cab cause delay |
Mismanagement can lead to errors in the plan |
| Outline the strategy to respond to the scenario to mitigate the impact on the implementation of the change management initiatives | Have to conduct risk management so that the identified risk can be mitigated | Boost the morale of the team and consult them regularly | Try to prepare a schedule and manage the work effectively (Thol, et al., 2012). |
| Outline the strategy to respond to barriers to change | Find out possible solutions and implement them | Conduct a survey among the staff | introduce a new system in the management process |
| Determine what changes/adjustments are needed to the Change Management Plan | need to increase the timeline |
Need to conduct some sessions related to boosting the morale of the team. |
Need to increase the timeline of the management plan. |
Task 3.3 Evaluation
Reflect on your work in Task 2, 3.1 and 3.2.
Assume that the scenarios described in Task 3.2 occurred.
Develop a Lessons Learned Report (Template 3) to evaluate the change management strategy.
Template 3 – Lessons Learned Report
| Post-Project Review Report – Information and Communication |
| Worked well According to the need of the organization, the change in the management plan was made in a way that resulted in boosting the productivity of the company the initiatives were consulted and were identified in a very nice manner. The plan was nicely communicated to everybody. |
| Could have gone better
The staff members were not satisfied with the assistance provided by the managers so the environmental survey should have been conducted. The risk management process could have occurred on time so that the occurred risk could be mitigated on time. The plan should have been discussed more effectively so that the problems could have been reduced with the help of collective opinion. |
| Lessons learned
1. The changes that are made should be communicated effectively and on time 2. The survey should be conducted in the environment regularly 3. Team building should be encouraged as it helps to increase the efficiency of decision making 4. Morale boosting sessions should be conducted regularly 5. Risk management process should be conducted on time 6. Effective KPIs should be implemented |
References
Higgins, C., Stubbs, W., Tweedie, D., & McCallum, G. (2019). Journey or toolbox? Integrated reporting and processes of organisational change. Accounting, Auditing & Accountability Journal.
Millar, C., Hind, P., & Magala, S. (2012). Sustainability and the need for change: organisational change and transformational vision. Journal of Organizational Change Management.
Thol, P., Chankiriroth, S., Barbian, D., & Storer, G. (2012). Learning for capacity development: a holistic approach to sustained organisational change. Development in Practice, 22(7), 909-920.