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Enhance the Customer Service Experience

Assessment 2

Role play 1

Customer: hello sir, sorry to inform you that I am meeting you because of the disappointment in the customer once again about the deliveries of the cake?

The wholesaler: hello sir, sorry for the inconvenience that you are facing related to the cake deliveries, so can you tell me what kind of problem you are facing in the delivery of cakes? Is cake quality or taste or any other issues occurring in cake or some other problem you are facing?

Customer: you people just didn’t be able to do the right things.

The wholesaler: sir just calm down and tell me the problem I will try to solve it as soon as possible tell me briefly about the problem.

Customer: when I placed an order of cakes last month and ask to deliver my cakes order a 10 AM but I didn’t receive the order on time because this I got a shortage of cakes in my café. Because of this behaviour, I run out of cakes. This cost me a loss of money

The wholesaler: ok sir now I got your reason forthe frustration we are sorry as you said your order was not delivered in the morning I will check the records and ask the staff what the reason was as you are our valuable customer. Is there any complaint related to the quality of the cakes?

Customer: yes, as I order 5 but only 1 order is received in the morning of which I ordered dairy cakes which were losingtheir freshness as the time passes. I didn’t cancel my order because my customers like your cake and the quality of cake otherwise there are many places which have a good quality of cakes. So now tell me will you deliver the cake at 10 AM or not

The Wholesaler: yes, sir we will deliver your cakes before 10 am and I will look into your problem very effectively and I also monitor our delivery service why it late but don’t worry sir we will timely deliver your orders.

Customers:  thank you for hoping you will solve my problem.

 

 

Role play 2

Customer after getting bad service he is giving feedback to the manager of the hotel

Manager: hello sir, how may I help you?

Customer: I have some complaints about the service that I received from your staff

Manager: sorry sir for any inconvenience so can you tell me the problem as you are our regular customer.

Customer: I never received the behaviour like this before but today as I entered the hotel I took a table and sat on that no one is acknowledging my table after waiting for 20 minutes I got acknowledged and asked by the waiter for the order and after this when I asked the waiter to not bring onions in a salad then after he brought onions in the salad and I requested drinks also with my meal but I didn’t get those drink and the behaviour of your waiter today was very rude they are ignoring me and busy on other large table and serving them.

Manager: sorry sir I got your point but please try to understand us also that today’s delay reason was first that you are without booking and this is not a great reason as you know we have only 40 seats out of which 25 are booked by large party and you got the table because you are our regular customer otherwise we will not going to offer any table and all the person from there are ordering at the same time as staff shortage all waiter is busy there to serve on the other tables, and the drinks you ordered was given on anther table where guest didn’t say any word so our waiter thought the order from that table and these tables are very demanding and ordering again and again so the waiters also get frustrated from this type of behaviour and that is why they kind of rude. This is the situation of today that is why you receive a bad service experience today but we will manage this also from next time so don’t worry.

Customer: ok thank you I understood completely and sorry for the anger that did on you.

Manager: no problem sir your feedback is important for us to improve our service policies better day by day, thank you sir for understanding us to keep visiting us

The customer left the restaurant with a smile on his face and leave the restaurant in a satisfied manner.

 

Role play 3

After too many calls from the customers finally on Thursday Morning the receptionist of the Restaurant called back the customer

Receptionist: Good morning, this is the receptionist from the XYZ Restaurant how may I help you, sir?

Customer: Good morning(In a frustrated voice) so you finally called me back today I was trying to call you from Monday morning and also called you at 2:40 PM but my call was not answered from your side and I also left the voice message with your calls but no call back from your

Receptionist: Sorry, sir for not picking up calls from your side but the restaurant was closed on Monday and Tuesday so there will be no chance of picking up your calls and also no call backs can be done. And on Wednesday we are slightly busy with some work due to which we are not able to call you back sir. Sorry for the inconvenience that you faced can you tell me what can I do to help you?

Customer: ok no problem I can understand that I need to book tables in your restaurant for the dinner party of 5 people on Saturday at 6:30 PM so kindly can you book my tables

Receptionist: Sorry sir on Saturday we are fully booked for the function that starts at 8:00 PM but there is one seating available which is not according to your timing

Customer: can you tell me the timing in which seating can be possible so I can adjust the timing if possible?

Receptionist: the time at which seating will be available is 5:30 to 7:00 PM so can I book your seating at this time?

Customer: Yes, please book the seating between this time because I would like to do a party in your restaurant and I can adjust the timing.

Receptionist: ok sir thank you for the adjustment please mail your details torestaurantrecipion@xyz.com so I can confirm your bookings and I will send your details of booking by email.

Customer: ok I am sending you details of guest

Receptionist: ok sir thanks you hope your day will be awesome keep visiting us.

Customer: ok thank you

 

 

References

Anshari, M., Almunawar, M. N., Lim, S. A., & Al-Mudimigh, A. (2019). Customer relationship management and big data enabled: Personalization & customization of services. Applied Computing and Informatics15(2), 94-101.

Javed, F., & Cheema, S. (2017). Customer satisfaction and customer perceived value and its impact on customer loyalty: the mediational role of customer relationship management. The Journal of Internet Banking and Commerce, 1-14.

Nikou, S. H., Selamat, H. B., Yusoff, R. C. M., &Khiabani, M. M. (2016). Electronic customer relationship management, customer satisfaction, and customer loyalty: A comprehensive review study. International journal of management and economics invention2(12), 1133-1144.

Rahimi, R., & Kozak, M. (2017). Impact of customer relationship management on customer satisfaction: The case of a budget hotel chain. Journal of Travel & Tourism Marketing34(1), 40-51.

 

 

 

 

 

 

 

 

 

Observe Customer Service Hospitality Restaurants

 

 

Assessment 1

Roleplay – 1

Some customers visit a restaurant for the lunch and entered inside the restaurant

Waiter: Good afternoon sir, welcome to the restaurant, how may I help you?

Customer: Good afternoon I am here for the lunch

Waiter: ok sir, So where would you like to sit at the tables which in the garden or inside the restaurant?

Customer: I would like to sit inside the restaurant.

Waiter: ok sir there is your table you can sit there.

The customersits down on the chair and now the waiter goes to him by taking his glasses, the notepad and the menu of the restaurant.

Waiter: sir this is the menu of the food that is present in the restaurant.

Customer: thank you for the menu.

So after observing the menu and waiter come to him with a notepad in his hand

Waiter: hope you look into the menu so, sir what would you like to eat for your lunch?

Customer: I would like to eat pasta and rice with chicken curry

The waiter noted down his order in the notepad

Waiter: thank you for the order sir your food will be prepared within 10 minutes please wait for some time.

Customer: ok thank you I will wait.

During the waiting time, the customer’s waiter went to the chef and gives the notepad of the order while waiting he served water in a glass and necessary spoons and equipment for the customers and also put salad

Customer: I don’t like to need tomatoes in the salad so please remove these tomatoes

The waiter took the salad back and the new plate the salad without tomatoes.

After 10 minutes the waiter went to the chef and took the food of the customer and served it in a well-mannered way.

Waiter: sir, this is your food have a happy meal.

Customer: thank you

After eating food customer asks for the bill

Waiter: ok sir this is your bill of $9 so which payment method would you like to use either by credit card or by online method

Customer: I will pay through a credit card

The customer paid the money and the receptionist give a mouth refresher. And waiter cleaned the table and also while leaving

Waiter: thank you sir hopes you like our service and keep coming and stay healthy

 

 

 

Role play 2

A birthday party is organised which is hosted in the café the guests gather in the hall for the birthday party

Host: Good evening sir, welcome to our café and thank you for choosing our café for the birthday party so how may I help you

Customer: good evening I want to celebrate my birthday party in a memorable way which will be on the 08 June

Host: ok sir we have a large hall in the café so we can conduct the event there.

Customer: so what are facilities will you going to provide while hosting the event

Host: we have a large hall and there is one stage on which you can cut your cake in front of your guest and there is an arrangement of proper tables and chairs on which guests will going to sit and eat their food. And decoration of the hall will be done properly and on the theme of the birthday.

Customer: so what kind of food will you provide for the guests.

The host went inside and took the event card on which there is food and beverages are present which can be delivered at the time of the event

Host: sir this is our menu card for the event from where you can order the food and we will prepare it accordingly one dish will be the café’s special birthday dish for the guest

After looking into the menu card he order the food and beverages that are needed by the customer and the host note them down in his notepad after noting them down for the menu and customer went back. The hall was decorated completely and the tables and stage is decorated properly.

Host: thank you for joining the birthday party here

The birthday celebration took place and the guest are first served wines and then food and special dish of the café in a proper manner and these tables were cleaned properly. The arrangement of the celebration in which ladies are in the first row. After the celebration of the birthday is completed customer comes to host.

Customer: this was the best birthday party of my life and t is memorable for me thank you so much please tell me the bill

Host: thank you sir this is your bill and what will be your preferred payment method we accept all types of the payment methods

Customer: I will pay with a card

After clearing all bills when the Customer was going

Host: thank you Sir for the celebration and hope you like our services and must visit again.

 

 

References

Hassan, R. S., Nawaz, A., Lashari, M. N., & Zafar, F. (2015). Effect of customer relationship management on customer satisfaction. Procedia economics and finance23, 563-567.

Raab, G., Ajami, R. A., & Goddard, G. J. (2016). Customer relationship management: A global perspective. CRC Press.

 

 

 

 

Team Leader

Student’s name

 

Date of planning discussion

13th July

Date of review

12 months

 

Plan

 

Idea Goals Preparation Objective Responsible Outcomes Timeframe
Implementing some adventurous activities in the café related to work will encourage the members to work and complete their targets (Kreitner& Cassidy, 2012). To effectively engage the members of the team. 1. Planning the activities. To make the members engaged with the team. Manager Engagement level is better 1 day
2. Discuss it with the team. To reduce the chances of disputes. Manager Better relations between team members 2 days
3. Implementing those activities To improve productivity. Manager Increased productivity 2 days

 

 

 

 

Idea Goals Preparation tasks Objective Responsible Outcomes Timeframe
Rewarding the team for their efforts and hard work that they put in to achieve the goals and objectives (Kreitner& Cassidy, 2012). To encourage the team for working best with productivity and motivation. Check their performance To evaluate their performance productivity Manager Better performance by the team 1 day
Correct their mistakes To give them lessons about effective working and correcting their mistakes Manager Improvement in the whole performance 2 days
Reward them as per their performance output To motivate them Manager Team members are effectively motivated 2 days

 

 

Idea Goals Preparation Objective Responsible Outcomes Timeframe
The tool of management will be utilized for maintaining the activities of the team and monitoring all the activities (Greenbaum&Kyng, 2020). To make sure that all the activities are implemented with full effort (Greenbaum&Kyng, 2020). Prepare all the members to implement activities To make sure that all activities are done as per schedule Manager Better implementation of activities 1 day
Evaluate their performance To assess the performance productivity Manager Better performance 2 days
Check their engagement level To increase the engagement level Manager Increased level of engagement 2 days
Give them feedback To improve their performance Manager Better productivity 2 days

 

 

 

Team members’ roles and responsibilities

 

  Activity Responsibilities Specific Goals Outcomes Timeframe
Owner Monitoring of all working To ensure that all objectives are achieved To increase the customer retention rate Increase in profit 15 days
Giving feedback to the team (Geddes, 2012). To make sure that all the activities are completed as per schedule To do marketing of café and attract new customers Increase in customers 20 days
Manager To monitor the performance of the team Make sure that all the members are working effectively To achieve the strategic objectives Objectives are achieved 10 days
To motivate the team to improve their performance (Geddes, 2012). To ensure that they are discussing all their opinions To improve the performance productivity Increased in productivity 15 days
Chef To arrange the cooking area and prepare dishes To make sure that food is served on time To satisfy the customers by giving the best services Increase in customer retention Regular
Sou chefs To prepare the best quality dishes (Ocalan, 2015). Manage cooking activities To make the best quality dishes Better customer satisfaction Regular
Kitchen porters Clean all kitchen areas Washing dishes To maintain cleanliness Cleanliness is maintained Regular
Maintain cleanness in the kitchen Carry out all basic duties To do better activities of cleaning The surface area is also cleaned Regular
Wait staff To serve the dishes To serve on time To satisfy the customers Customers are satisfied Regular
Maintain relations with customers (Ocalan, 2015). To communicate effectively with consumers To maintain good customer relations Better relations with customers Regular

 

 

StudentPack

 

What is the purpose of this document?

TheStudentPack is the document you, thestudent, needs to complete to demonstrate competency. This document includes the context and conditions of your assessment, the tasks to be completed by you and an outline of the evidence to be gathered.

 

The information includes the following:

 

  • Information related to the unit of competency
  • Guidelines and instructions to complete each task and activity
  • A student evaluation form

 

Student Evaluation Form

 

These documents are designed after conducting thorough industry consultation. Studentsareencouragedtoevaluate this document and provide constructive feedback to their training organisation if they feel that this document can be improved.

 

Link to other unit documents

 

  • The StudentPack is a document for students to complete to demonstrate their competency. This document includes context and conditions of assessment, tasks to be administered to the student, and an outline of the evidence to be gathered from the student.
  • The Unit Mapping is a document that contains information and comprehensive mapping with the training package requirements.
  • The Unit Requirements is a document that contains information related to the unit of competency for the Training Organisationstaffandstudents.

 

 

Document Usage

CAQA Resources

https://caqaresources.com.au/

 

Student Pack © 2019 CAQA Resources, CAQA and RTO Training Resources

 

This template and all its including associated content is a copyrighted work under Australian and other copyright laws. Do not submit copies or modifications of this template to any website or any third parties. Please review the following license agreement to learn how you may or may not use this template.

 

License Agreement:

 

Copyright protects this material. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the publisher to use for a specific intended purpose. The only exception is brief quotations embodied in critical reviews and certain other noncommercial uses permitted by Copyright Act 1968 (Cth). For permission requests, write to the publisher, addressed “Attention: Permissions Coordinator,” at the address below.

 

If you believe that information of any kind in this publication is an infringement of copyright, in the material in which you either own the copyright or are authorised to exercise the rights of a copyright owner, and then please advise us by contacting CAQA, Career Calling International Pty. Ltd. 2/10 Lawn Court, Craigieburn, Victoria 3064.

1.  Student and trainer details

Student details 
Full name:  
Student ID:  
Contact number:  
Email address:  
Trainer details
Full name: SOFIA

2.  Qualification and unit of competency

Qualification/Course/Program Details
Code:  
Name:  
Unit of competency
Code: BSBLDR811
Name: Lead strategic transformation
Releases: 1.0
Release date: 19/Oct/2020

 

3.  Assessment Submission Method

☐      By hand to trainer/assessor  ☐      By email to trainer/assessor

☐      Online submission via Learning Management System (LMS)

☐      Any other method _________________________________________________

(Please describe here)

 

4.  Student declaration 

•         I have read and understood the information in the Unit Requirements prior to commencing this Student Pack

•         I certify that the work submitted for this assessment pack is my own. I have clearly referenced any sources used in my submission. I understand that a false declaration is a form of malpractice;

•         I have kept a copy of this Student Packand all relevant notes, attachments, and reference material that I used in the production of this Student Pack;

•         For the purposes of assessment, I give the trainer/assessor permission to:

 

o    Reproduce this assessment and provide a copy to another member of staff; and

o    Take steps to authenticate the assessment, including communicating a copy of this assessment to a plagiarism checking service (which may retain a copy of the assessment on its database for future plagiarism checking).

 

Studentsignature:   ________________________________

 

 

Date:  ____/_____/______________

 

5.  Assessment Plan

 

The student must be assessed as satisfactory in each of the following assessment methodsin order to demonstrate competence in a variety of ways.
Evidence number/ Task number Assessment method/ Type of evidence/ Task name Sufficient evidence recorded/Outcome
Assessment task 1 Knowledge Test (KT) S / NS (First Attempt)

S / NS (Second Attempt)

Assessment task 2 Skills Test (ST) S / NS (First Attempt)

S / NS (Second Attempt)

Outcome C ☐ NYC ☐

 

Date assessed:

 

Trainer signature:

 

 

6.  Completion of the Assessment Plan

 

Your trainer is requiredto fill out the Assessment Plan Outcome records above, when:

•         You have completed and submitted all the requirements for the assessment tasks for this cluster or unit of competency.

•         Your work has been reviewed and assessed by your trainer/assessor.

•         You have been assessed aseither satisfactory or unsatisfactory for each assessment task within the unit of competency.

•         You have been provided with relevant and detailed feedback.

Every assessment has a “Feedback to Student” section used to record the following information. Your trainer/assessor must also ensure that all sections are filled in appropriately, such as:

•         Result of Assessment (satisfactory or unsatisfactory)

•         Student name, signature and date

•         Assessor name, signature and date

•         Relevant and detailed feedback

 

7.  Unit Requirements

 

You, the student, must read and understand all of the information in the Unit Requirements before completing the StudentPack.If you have any questions regarding the information, see your trainer/assessor for further information and clarification.

 

Pre-Assessment Checklist: Task 1 – Knowledge Test

The purpose of this checklist
The pre-assessment checklist helps students determine if they are ready for assessment. The trainer/assessor must review the checklist with the student before the student attempts the assessment task. If any items of the checklist are incomplete or not clear to the student, the trainer/assessor must provide relevant information to the student to ensure they understand the requirements of the assessment task. The student must ensure they are ready for the assessment task before undertaking it.
Section 1: Information for Students
☐Make sure you have completed the necessary prior learning before attempting this assessment.

☐Make sure your trainer/assessor clearly explained the assessment process and tasks to be completed.

☐Make sure you understand what evidence is required to be collected and how.

☐Make sure you know your rights and the Complaints and Appeal process.

☐Make sure you discuss any special needs or reasonable adjustments to be considered during the assessment (refer to the Reasonable Adjustments Strategy Matrix – Appendix A and negotiate these with your trainer/assessor).

☐Make sure that you have access to a computer and the internet (if you prefer to type the answers).

☐Make sure that you have all the required resources needed to complete this assessment task.

☐The due date of this assessment task is in accordance withyour timetable.

☐In exceptional (compelling and compassionate) circumstances, an extension to submit an assessment can be granted by the trainer/assessor.  Evidence of the compelling and compassionate circumstances must be provided together with your request for an extension to submit your assessment work.

☐The request for an extension to submit your assessment work must be made before the due date.

Section 2: Reasonable adjustments 
I confirm that I have reviewed the Reasonable Adjustments guidelines and criteria as provided in Appendix A and attached relevant evidenceas required and select the correct checkbox.

☐I do require reasonable adjustment

☐I do not require reasonable adjustment

Declaration (Student to complete)

☐I confirm that the purpose and procedure of this assessment taskhas been clearly explained to me.

☐I confirm that I have been consulted about any special needs I might have in relation to the assessment process.

☐ I confirm that the criteria used for this assessment has been discussed with me, as have the consequences and possible outcomes of this assessment.

☐I confirm I have accessed and understand the assessment information as provided in the Training Organisation’s Student Handbook.

☐I confirm I have been given fair notice of the date, time, venue and/or other arrangements for this assessment.

☐I confirm that I am ready for assessment.

 

Student Name: ______________________________________

 

Student Signature: ___________________________________

 

Assessment method-based instructions and guidelines: Knowledge Test

Assessment type

 

 

  • Written Questions

 

Instructions provided to the student:

 

Assessment task description:

 

·         This is the first (1) assessment task youmustsuccessfully complete to be deemed competent in this unit of competency.

·         The Knowledge Testis comprised of eight (8)written questions.

·         You must respond to all questions and submit them to your Trainer/Assessor.

·         You must answer all questions to the required level, e.g. provide an answer within the required word limit, to be deemed satisfactory in this task

·         You will receive your feedback within two (2) weeks, and you will be notified byyour Trainer/Assessor when your results are available.

 

 

Applicable conditions:

 

·         All knowledge tests are untimed and are conducted as open book assessment (this means you can refer to your textbook during the test).

·         You must read and respond to all questions.

·         You may handwrite/use a computer to answer the questions.

·         You must complete the task independently.

·         No marks or grades are allocated for this assessment task. The outcome of the task will be Satisfactory or Not Satisfactory.

·         As you complete this assessment task,you are predominately demonstrating your written skills and knowledge to your trainer/assessor.

 

 

Resubmissions and reattempts:

 

  • Where a student’s answers are deemed not satisfactory after the first attempt, a resubmission attempt will be allowed.
  • The student may speak to their trainer/assessor if they have any difficulty in completing this task and require reasonable adjustments.
  • For more information, please refer to the Training Organisation’sStudent Handbook.

 

 

Location:

 

  • This assessment task may be completed in:

 

☐a classroom

☐learning management system (i.e. Moodle),

☐workplace,

☐or an independent learning environment.

 

  • Your trainer/assessor will provide you withfurtherinformation regarding the location for completing this assessment task.

 

 

Instructions for answering the written questions:

 

·         Complete a written assessment consisting of a series of questions.

·         You will be required to answer all the questions correctly.

·         Do not start answering questions without understanding what is required. Read the questions carefully and critically analyse them for a few seconds; this will help you to identify what information is needed in the answer.

·         Your answers must demonstrate an understanding and application of the relevant concepts and critical thinking.

·         Be concise, to the point and write answers within the word-limit given to each question.Do not provide irrelevant information. Remember, quantity is not quality.

·         You must write your responses in your own words.

·         Use non-discriminatory language. The language used should not devalue, demean, or exclude individuals or groups based on attributes such as gender, disability, culture, race, religion, sexual preference or age. Gender-inclusive language should be used.

·         When you quote, paraphrase, summarise or copy information from other sources to write your answers or research yourwork, always acknowledge the source.

 

Purpose of the assessment

 

This assessment task is designed to analyse and lead organisational transformation and learning for strategic outcomeandknowledge regarding the following:

 

·         Knowledge ofcontent of and process for developing a change management strategy

·         Knowledge of key stakeholders involved in strategic change

·         Knowledge of organisational mission, purpose and values

·         Knowledge of strategic change risks and mitigation strategies including learning and communication processes

·         Knowledge of range of leadership styles

·         Knowledge of personal development planning methodologies

·         Knowledge of organisational transformation and the management of the stages of change.

Task instructions
·         This is an individual assessment.

·         To ensure your responses are satisfactory, consult a range of learning resources and other information such as handouts, textbooks, learner resources etc.

·         To be assessed as Satisfactory in this assessment task, all questions must be answeredcorrectly.

 

 

 

Assessment Task 1: Knowledge Test

 

Provide your response to each question in the box below.

 

Q1: Answer the following questions:

 

1.1. What is a change management strategy? Write your answer in 30-50 words.

1.2. Explain the process for developing and implementing a change management strategy in 250-300 words.

1.3. Discuss the key context of a change management strategy in 200-250 words.

 

Satisfactory response  
Yes

 

No

 

 
 

Answer- 1.1

 

A change management strategy is a plan or the strategy to make changes in the organisation so that there will be something different that can be done. This describes how the organisation needs to change in the things which are affected badly and the performance can be driven by the values in the organisation and this leads to change in the objective of the organisation(Cameron & Green 2019).

 

Answer 1.2

The process of developing and implementing changes is very important as this will need some steps to follow for the changes

 

1. There should be proper preparation for the changes in the organisation.

2.  There should be proper planning and vision that should be kept in mind for the changes.

3. Taking feedback from the employees and managers to know the credibility of the changes.

4. Implement the changes and changes should make within the company culture and practice(Cameron & Green 2019).

5. Review the changes and the progress which should be monitored.

 

Answer 1.3

 

The key is important for making the changes and management strategies so that they will be effective without any kind of malfunction of the organisation

 

1. Changes should be planned carefully

2. Changes are made in such a way that they are transparent.

3. Communicate the changes with the employees and the managers for their credibility.

4. There should be a roadmap for the changes so that organisations can adapt tothem.

5. Training should be given to employees whenever the changes took place.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Q2: Answer the following questions:

 

2.1. Explain the role of an organisation’s mission, vision and value statements. Write your answer in 100-150 words.

2.2. How does an organisation’s mission, vision and value statement impact modelling and cultivating collaborative thinking? Write your answer in 30-50 words.

 

Satisfactory response
Yes

 

No

 

Answer 2.1

 

The vision, values and mission statement of the organisation together make a great impact on the business model of the organisation and give the proper direction to all clients, customers and also stakeholders about the nature of the organisation. These statements help everyone to keep their focus on the objective and goals of the organisation and the steps taken in the direction of achieving these goals and objectives of the organisation(Taiwo & Lawal 2016).

 

The vision Statement provides an idea about the objective and goals of the organisation.

The mission statement provides the idea and purpose of the business.

The value statement provides and reflects the principles and ethics of the organisation.

 

Answer 2.2

 

An organisation’s vision, mission and vision statements help in providing the key point so that the focus of the organisation cannot get disturbed by any external or internal factors which may affect the organisation in future and help in working of the employees in a single direction(Taiwo & Lawal 2016).

 

 

 

 

 

 

 

 

 

 

Q3: Answer the following questions:

 

3.1. Outline the purpose of organisational objectives, plans and strategies. Write your answer in 100-150 words.

 

3.2. Explain the importance of organisational objectives, plans and strategies when managing change within the organisation. Write your answer in 50-70 words.

 

 

Satisfactory response
Yes

 

No

 

Answer 3.1

 

The purpose of the organisational objectives, plans and strategies are to determine the proper direction of the business or organisation. And also focuses on the efforts made by the employees to work in the same direction for the same goal. And this will ultimately help in the growth of the organisation(Wen, et al., 2019). And also, these statements are done so that there will help identify what is important for the organisation.

 

Answer 3.2

 

The organisational objective, plans and strategies help in managing the changes in such a way that changes are always necessary for the organisation to work more effectively and for its growth(Wen, et al., 2019), the objective always reminds the goal that the organisation want to achieve and always focuses on that goal while making changes within the organisation.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Q4: Answer the following questions:

 

4.1. Explain the following types of leadership styles:

a)    Laissez-Faire Leadership

b)    Democratic leadership

c)    Autocratic leadership

 

Write 50-70 words for each.

 

4.2. Which leadership style usually gets the best response when managing change within an organisation? Write your answer in 50-70 words.

 

Satisfactory response
Yes

 

No

 

Answer 4.1

 

a) Laissez-Faire Leadership: This is the kind of leadership in which leaders gives access to team members to use their creativity and innovative thinking and also the resources which are present without giving much or more instructions and guidance to the team members.

 

b) Democratic Leadership:  This kind of leadership is also known as participative leadership in this style of leadership team members have to participate in the project or decision-making process and all will give their opinions for the best outcome(Ocasio, et al., 2018).

 

c) Autocratic Leadership: This style of leadership in which leaders have full control in their hands and the decision-making process will be taken alone and the participation of team members is very less.

 

Answer 4.2

 

The most effective style of leadership for managing changes in the organisation is democratic leadership because(Ocasio, et al., 2018) this style of leadership will involve all the staff members of the organisation which helps in getting the opinions of all members and changes will do in according to those opinions.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Q5: Answer the following questions:

5.1. How can you identify the key stakeholders involved in the strategic change? Write your answer in 50-100 words.

5.2. Prepare a list of any five (5) key internal stakeholders to consult during change management.

 

Satisfactory response
Yes

 

No

 

 

 

 

 

 

Answer 5.1

 

The involvement of key stakeholders is important for the strategic changes as this can be identified through meetings that are done to discuss the strategic changes of the organisation. And also identifying surveys that took place in the organisation can the feedback changes that are recommended by the stakeholder are changed in the strategic plans(Monteagudo 2017).

 

Answer 5.2

 

1. Top management

2. Staff members

3. Managers

4. Resource Managers

5. Peers

 

 

 

 

 

 

 

 

 

 

 

 

Q6: Discuss four (4) strategic change risks in different phases of the change and mitigation strategies, including learning and communication processes you would implement to address them. Write your answer in 300-350 words. Satisfactory response
Yes

 

No

 

1. Preparation of changes: There is a risk of understanding the changes by the staff members and also questions arise about why these changes are required. For mitigation of the changes, there should be a proper meeting of staff members and make them understand the changes.

 

2. Guidance in changes: May lack an unclear vision of the changes. To mitigate this risk there should be a clear objective of the change in the mind.

 

3. Implementing changes: There may be issuesthat arise in communication and also management so for mitigating this there should be proper sessions before implementation of any strategic changes so that communication issues can be solved.

 

4. Monitoring of changes: There may be a lack of training and also no proper KPI set for the changes. For mitigating this there will be proper training given to the staff members and also set proper KPIs for the monitoring and reviewing of the changes(Monteagudo 2017).

 

The process of communication should be in the form of surveys and feedback and also follow-up meetings at the regular interval of time.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Q7: Answer the following questions:

7.1. What are personal development planning methodologies? Write your answer in 100-150 words.

7.2 Explain the different steps in a personal development planning methodology in 100-150 words.

Satisfactory response
Yes

 

No

 

 

Answer 7.1

 

The personal development methodology is a system or framework for the people who need to grow themselves to achieve their goals by integrating and emphasizing their skills and values. This is a pattern of actions that needs significant changes when they are mentored properly with the proper guidance.

 

 

Answer 7.2

 

The personal development planning methodology includes different steps in the process

 

1. Personal should recognise the need for growth and change that he wants.

2. There is a need to assess the situation and identify the contextual issues.

3. Decide the priorities of the values.

4.  Need to decide the clear goals so that there is a clear vision

5. Develop the plan which suits the best to the situation and goals (Day et al.,2016).

6. Implement the plan with proper planning.

7. Review and monitor the performance after implementation.

8. Make changes that are necessary for achieving the goals

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Q8: What are the four (4) four stages of transformational change in an organisation? How can these stages be managed? Write your answer in 200-250 words. Satisfactory response
Yes

 

No

 

The transformational changes that are required to change in the organisation because of the dynamic nature of the market changes and these changes are done which leads to completely reshaping the organisation’s processes and strategy that sometimes resulting in changes in the work culture of the organisation(Day et al.,2016).

 

The four stages of transformational changes are the reaction to the changes that are given by the staff members and stakeholders of the business stages are shock, anger, acceptance and commitment.

 

These stages can be managed by the proper planning and also by the proper communication through meetings that have to be taken before doing transformational changes that occur in the business or organisation in which they are properly communicated about the changes and also the needs of the changes why the changes are required and having the clear vision of the transformational changes will help in the proper management, these reactions can be handled properly and effectively.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  • Assessment Results Sheet
Outcome
First attempt:

 

Outcome (make sure to tick the correct checkbox):

 

Satisfactory (S) ☐ or Not Satisfactory (NS) ☐

 

Date: _______(day)/ _______(month)/ _______(year)

 

Feedback:

 

 

 

 

 

 

 

 

 

 

 

Second attempt:

 

Outcome (please make sure to tick the correct checkbox):

Satisfactory (S) ☐ or Not Satisfactory (NS) ☐

Date: _______(day)/ _______(month)/ _______(year)

Feedback:

 

 

 

 

 

 

 

Student Declaration ·         I declare that the answers I have provided are my own work.  Where I have accessed information from other sources, I have provided references and/or links to my sources.

·         I have kept a copy of all relevant notes and reference material that I used as part of my submission.

·         I have provided references for all sources where the information is not my own. I understand the consequences of falsifying documentation and plagiarism. I understand how the assessment is structured. Iaccept that the work I submit may be subject to verification to establish that it is my own.

·         I understand that if I disagree with the assessment outcome, I can appeal the assessment process, and either re-submit additional evidence undertake gap training and or have my submission re-assessed.

·         All appeal options have been explained to me.

 

Student Signature  

 

Date  

 

Trainer/Assessor Name SOFIA
Trainer/Assessor Declaration I hold:

 

☐ Vocational competencies at least to the level being delivered

☐ Current relevant industry skills

☐ Current knowledge and skills in VET, and undertake

☐Ongoing professional development in VET

 

I declare that I have conducted an assessment of this student’s submission. The assessment tasks were deemed current, sufficient, valid and reliable. I declare that I have conducted a fair, valid, reliable, and flexible assessment.  I have provided feedback to the student.

 

Trainer/Assessor Signature SOFIA
Date  

 

Office Use Only The outcome of this assessment has been entered into the Student Management System

 

on _________________ (insert date)

 

by (insert Name) __________________________________

 

 

 

 

 

 

 

Pre-Assessment Checklist: Task 2 –Skills Test

The purpose of this checklist
The pre-assessment checklist helps students determine if they are ready for assessment. The trainer/assessor must review the checklist with the student before the student attempts the assessment task. If any items of the checklist are incomplete or not clear to the student, the trainer/assessor must provide relevant information to the student to ensure they understand the requirements of the assessment task. The student must ensure they are ready for the assessment task before undertaking it.
Section 1: Information for Students
☐ Make sure you have completed the necessary prior learning before attempting this assessment.

☐ Make sure your trainer/assessor clearly explained the assessment process and tasks to be completed.

☐ Make sure you understand what evidence is required to be collected and how.

☐ Make sure you know your rights and the Complaints and Appeal process.

☐ Make sure you discuss any special needs or reasonable adjustments to be considered during the assessment (refer to the Reasonable Adjustments Strategy Matrix and negotiate these with your trainer/assessor).

☐ Make sure that you have access to a computer and the internet (if you prefer to type the answers).

☐ Make sure that you have all the required resources needed to complete this Assessment Task (AT).

☐ The due date of this assessment task is in accordance with your timetable.

☐ In exceptional (compelling and compassionate) circumstances, an extension to submit an assessment can be granted by the trainer/assessor.  Evidence of the compelling and compassionate circumstances must be provided together with your request for an extension to submit your assessment work.

☐The request for an extension to submit your assessment work must be made before the due date.

Section 2: Reasonable adjustments 
I confirm that I have reviewed the Reasonable Adjustments guidelines and criteria as provided in Appendix A and attached relevant evidenceas required and select the correct checkbox.

☐ I do require reasonable adjustment

☐I do not require reasonable adjustment

Declaration (Student to complete)

☐I confirm that the purpose and procedures of this assessment task has been clearly explained to me.

☐I confirm that I have been consulted about any special needs I might have in relation to the assessment process.

☐ I confirm that the criteria used for this assessment has been discussed with me, as have the consequences and possible outcomes of this assessment.

☐I confirm I have accessed and understand the assessment information as provided in the Training Organisation’s Student Handbook.

☐I confirm I have been given fair notice of the date, time, venue and/or other arrangements for this assessment.

☐I confirm that I am ready for assessment.

 

Student Name: ______________________________________

 

Student Signature: ___________________________________

 

Assessment method-based instructions and guidelines: Skills Test

Assessment type

 

 

  • Skills Test

 

Instructions provided to the student:

 

 

Assessment task description:

 

·         This is the second (2) assessment task you must successfully complete to be deemed competent in this unit of competency.

·         This assessment task is a skills test.

·         You are required tolead strategic transformation in this assessment task.

·         You will receive your feedback within two (2)weeks,and you will be notified by your trainer/assessor when your results are available.

·         You must attempt all activities of the project for your trainer/assessor to assess your competence in this assessment task.

 

 

 

Applicable conditions:

 

  • This skill test is untimed and is conducted as an open book assessment (this means you are able to refer to your textbook or other learner materials during the test).
  • You will be assessed independently on this assessment task.
  • No marks or grades are allocated for this assessment task. The outcome of the task will be Satisfactory or Not Satisfactory.
  • As you complete this assessment task, you are predominately demonstrating your skills, techniques and knowledge to your trainer/assessor.
  • Your trainer/assessor may ask you relevant questions during this assessment task

 

 

 

Resubmissions and reattempts:

 

  • Where a student’s answers are deemed not satisfactory after the first attempt, a resubmission attempt will be allowed.
  • The student may speak to their trainer/assessor if they have any difficulty in completing this task and require reasonable adjustments.
  • For more information, please refer to the Training Organisation’sStudent Handbook.

 

 

 

Location:

 

  • This assessment task may be completed in:

 

☐a classroom

☐learning management system (i.e. Moodle),

☐workplace,

☐simulated work environment,

☐or an independent learning environment.

 

  • Your Trainer/Assessor will provide you with further information regarding the location for completing this assessment task.

 

Purpose of the assessment

 

The purpose of this assessment task is to lead strategic transformation in a range of contexts and industry settings.

 

·         Skillstolead a strategic business transformation for an organisation or large work area on at least one occasion.

·         Skills to prepare to provide strategic leadership during a business change process

·         Skills to review strategic outcomes and incorporate feedback into leadership style..

Task instructions
·         This is an individual assessment.

·         To ensure your responses are satisfactory you should consult a range of learning resources and other information such as handouts, textbooks, learner resources etc.

·         Your writing must be concise, to the point, not provide irrelevant information and according to the word limit given.

·         You must write your responses in your own words.

·         You will be required to complete all parts of this assessment task.

Assessment environment
The assessment can be completed in one of the following assessment environments:

·         Online environment

·         Simulated environment/ Classroom environment

·         Workplace environment

 

 

 

 

Online Environment

 

Assessment task instructions

  • The purpose of this assessment task is toanalyse and lead organisational transformation and learning for strategic outcomes.
  • The training organisation must ensure that the online assessment environment is in accordance with the requirements specified.
  • The training organisation will assign a supervisor to the student.
  • The training organisation will provide the resources required to complete the assessment task.
  • The student must use the templates provided to document their responses.
  • The student must follow the word-limits specified in the templates.
  • The trainer/assessor must assess the student using the performance checklist provided.

 

Online environment requirements

Assessment task environment 

This assessment task will be completed in an online environment prepared by your training organisation.

All required resourcesto complete the assessment task will be discussed with the student before they commence the assessment. The online environment is very much like a learning environment where a student is able to practice, use and operate appropriate industrial equipment, techniques, practices under realistic workplace conditions.

Requirements for the onlineassessmentenvironment

The trainer/assessor will ensure that the onlineassessmentenvironment is set upto complete this assessment task.

The online environment consists of:

  • A learning management system where the student will be required to complete their job-related tasks and activities
  • The standard operating/workplace procedures related to the tasks and activities.
  • The trainer/assessor will provide the student with assistance throughout the assessment activity.

The online environment must meet the following criteria:

Opportunities for the student to: Yes/No/NA
Follow standard operating/workplace procedures  
Use up-to-date software and equipment  
Work within stated timelines to meet deadlines  
Gain experience in the challenges and complexities of dealing with multiple tasks  
Experience prioritising competing tasks and dealing with contingencies  
The environment to work with others in a team  
Online assessment environment sufficient to communicate, contribute and participate in tasks and activities.  
Assessment environment sufficient to work independently and manage workload  

 

Resources, tools, and equipment requirements

The following resources, tools and equipment required to complete the assessment task will be discussed with the student before they commence the assessment:

·         Workplace personnel/stakeholders to participate in the questioning session requires active participation in a range of creative thinking activities

o    Please refer to the roles and responsibilities section for more information

o    This should be organised by the training organisation either via, LMS, telephone conferences, video conferencing or anything of a similar nature

·         legislation, regulations and codes of practice relevant to business strategic change

·         workplace plans, mission statements, policies and procedures for strategic change.

Online assessment scenario 

You are required to manage resources according to analyse and lead organisational transformation and learning for strategic outcomes. You are required to read and understand a predetermined issue and/or situation and participate ina number ofassessment activities.

 

The following are the goals and objectives to complete this assessment task:

·         Prepare to undertake strategic change

·         Identify personal responsibilities in strategic transformation process according to task objectives

·         Develop strategic change strategy in collaboration with relevant stakeholders

·         Brief internal and external stakeholders of strategic change processes and intended outcomes

·         Establish communication channels for organisational personnel to contact management

·         Lead strategic change

·         Analyse and confirm capacity and competence of relevant individuals to contribute to change processes and plans

·         Identify and resolve risks in change management process

·         Develop learning and communication processes for addressing problems and risks arising during organisational change

·         Make changes to change management process according to risks and inform stakeholders of updates

·         Review strategic outcomes

·         Analyse impacts of leadership on change management process using self-reflection

·         Seek feedback on leadership during change management process from staff

·         Apply feedback to leadership style

A supervisor will be assigned to you by your training organisation. The supervisor can answer your questions related to understanding the requirements associated with the assessment task. The supervisor will act according to job role and responsibilities.

 

The supervisor can be your trainer or assessor or a different trainer or assessor or a staff member (including mentors) from the training organisation.

Roles and responsibilities

As part of your job role, you have the following job responsibilities:

·         Develops insights from experience to improve personal performance

·         Sources, evaluates and critiques ideas and information from a range of complex texts to assist with decisions, choices and to manage organisational requirements

·         Researches and prepares plans for relevant stakeholders incorporating appropriate vocabulary, grammatical structure and conventions

·         Expresses opinions and information and responds to other people’s views using language appropriate to audience

·         Identifies impact of own behaviour on others, reflecting on personal strengths and limitations and implementing strategies to regulate behaviour

·         Adapts personal communication style to build a positive working relationship and show respect for the opinions, values and particular needs of others

·         Develops plans to manage complex activities with strategic implications that involve a range of personnel with diverse skills, knowledge and experience

·         Systematically gathers and analyses relevant information and evaluates options to inform decisions with the potential to affect organisational outcomes

Task requirements

This assessment task requires you to analyse and lead organisational transformation and learning for strategic outcomes. The assessment activities are mentioned within the assessment task.

 

 

 

Simulated Environment

 

Assessment task instructions

  • The purpose of this assessment task is toanalyse and lead organisational transformation and learning for strategic outcomes.
  • The training organisation must ensure that the simulated assessment environment is in accordance with the requirements specified.
  • The training organisation will assign a supervisor to the student.
  • The training organisation will provide the resources required to complete the assessment task.
  • The student must use the templates provided to document their responses.
  • The student must follow the word-limits specified in the templates.
  • The trainer/assessor must assess the student using the performance checklist provided.

 

Simulated environment requirements

Assessment task environment 

This assessment task will be completed in a simulated environment prepared by your training organisation.

The simulated environment will provide you with all the required resources (such as the equipment and participants, etc.) to complete the assessment task. The simulated environment is very much like a learning environment where a student is able to practice, use and operate appropriate industrial equipment, techniques, practices under realistic workplace conditions.

Requirements for the simulated assessment environment

The trainer/assessor will ensure that the simulated assessment environment is sufficient to complete this assessment task.

The simulated environment consists of:

  • The training organisation as the workplace where the student will be required to complete their job-related tasks and activities
  • The standard operating/workplace procedures related to the training organisation
  • The trainer/assessor will provide the student with assistance throughout the assessment activity.

The simulated environment must meet the following criteria:

Opportunities for the student to: Yes/No/NA
Follow standard operating/workplace procedures  
Use up-to-date software and equipment  
Work within stated timelines to meet deadlines  
Gain experience in the challenges and complexities of dealing with multiple tasks  
Experience prioritising competing tasks and dealing with contingencies  
Simulated environment to work with others in a team  
Simulatedenvironmentsufficient to communicate, contribute and participate in tasks and activities.  
Simulated environment sufficient to work independently and manage workload  

 

Resources, tools, and equipment requirements

The following resources, tools and equipment will be made available by the training organisation at the simulated workplace to complete this assessment task:

·         Workplace personnel/stakeholders to participate in the questioning session requires active participation in a range of creative thinking activities

o    Please refer to the roles and responsibilities section for more information

·         legislation, regulations and codes of practice relevant to business strategic change

·         workplace plans, mission statements, policies and procedures for strategic change.

Simulated assessment scenario 

You are required to manage resources according to analyse and lead organisational transformation and learning for strategic outcomes. You are required to read and understand a predetermined issue and/or situation and participate ina number ofassessment activities.

 

The following are the goals and objectives to complete this assessment task:

·         Prepare to undertake strategic change

·         Identify personal responsibilities in strategic transformation process according to task objectives

·         Develop strategic change strategy in collaboration with relevant stakeholders

·         Brief internal and external stakeholders of strategic change processes and intended outcomes

·         Establish communication channels for organisational personnel to contact management

·         Lead strategic change

·         Analyse and confirm capacity and competence of relevant individuals to contribute to change processes and plans

·         Identify and resolve risks in change management process

·         Develop learning and communication processes for addressing problems and risks arising during organisational change

·         Make changes to change management process according to risks and inform stakeholders of updates

·         Review strategic outcomes

·         Analyse impacts of leadership on change management process using self-reflection

·         Seek feedback on leadership during change management process from staff

·         Apply feedback to leadership style

A supervisor will be assigned to you by your training organisation. The supervisor can answer your questions related to understanding the requirements associated with the assessment task. The supervisor will act according to job role and responsibilities.

The supervisor can be your trainer or assessor or a different trainer or assessor or a staff member (including mentors) from the training organisation.

Roles and responsibilities

As part of your job role, you have the following job responsibilities:

·         Develops insights from experience to improve personal performance

·         Sources, evaluates and critiques ideas and information from a range of complex texts to assist with decisions, choices and to manage organisational requirements

·         Researches and prepares plans for relevant stakeholders incorporating appropriate vocabulary, grammatical structure and conventions

·         Expresses opinions and information and responds to other people’s views using language appropriate to audience

·         Identifies impact of own behaviour on others, reflecting on personal strengths and limitations and implementing strategies to regulate behaviour

·         Adapts personal communication style to build a positive working relationship and show respect for the opinions, values and particular needs of others

·         Develops plans to manage complex activities with strategic implications that involve a range of personnel with diverse skills, knowledge and experience

·         Systematically gathers and analyses relevant information and evaluates options to inform decisions with the potential to affect organisational outcomes

Task requirements

This assessment task requires you to analyse and lead organisational transformation and learning for strategic outcomes. The assessment activities are mentioned within the assessment task.

 

Workplace Environment

 

Assessment task instructions

 

  • The purpose of this assessment task is toanalyse and lead organisational transformation and learning for strategic outcomes.
  • The training organisation must ensure that the workplace assessment environment is in accordance with the requirements specified.
  • The workplace will assign a supervisor to the student.
  • The trainer/assessor can also act as a supervisor to the student as well.
  • The workplace will provide the resources required to complete the assessment task.
  • The student must use the templates provided to document their responses.
  • The student must follow the word-limits specified in the templates.
  • The trainer/assessor must assess the student using the performance checklist provided.

 

Workplace requirements

Assessment task environment 

This assessment task will be completed in your workplace.

The requirements for the workplace environment

The assessment task can be completed in the workplace if the student is currently working or has access to a workplace meeting the assessment criteria.

The workplace must meet the following criteria:

Opportunities for students to: Yes/No/NA
Follow standard operating/workplace procedures  
Use up-to-date software and equipment  
Work within stated timelines to meet deadlines  
Gain experience in the challenges and complexities of dealing with multiple tasks  
Experience prioritising competing tasks and dealing with contingencies  
Workplace environment to work with others in a team  
Workplace environment to sufficient to communicate, contribute and participate in tasks and activities.  
Workplace sufficient to work independently and manage workload  

 

Resources, tools, and equipment requirements

The following resources, tools and equipment must be available at the workplace to complete this assessment task:

·         Workplace personnel/stakeholders to participate in the questioning session requires active participation in a range of creative thinking activities

o    Please refer to the roles and responsibilities section for more information

·         legislation, regulations and codes of practice relevant to business strategic change

·         workplace plans, mission statements, policies and procedures for strategic change.

Workplace scenario 

You are required to manage resources according to analyse and lead organisational transformation and learning for strategic outcomes. You are required to read and understand a predetermined issue and/or situation and participate ina number ofassessment activities.

 

The following are the goals and objectives to complete this assessment task:

·         Prepare to undertake strategic change

·         Identify personal responsibilities in strategic transformation process according to task objectives

·         Develop strategic change strategy in collaboration with relevant stakeholders

·         Brief internal and external stakeholders of strategic change processes and intended outcomes

·         Establish communication channels for organisational personnel to contact management

·         Lead strategic change

·         Analyse and confirm capacity and competence of relevant individuals to contribute to change processes and plans

·         Identify and resolve risks in change management process

·         Develop learning and communication processes for addressing problems and risks arising during organisational change

·         Make changes to change management process according to risks and inform stakeholders of updates

·         Review strategic outcomes

·         Analyse impacts of leadership on change management process using self-reflection

·         Seek feedback on leadership during change management process from staff

·         Apply feedback to leadership style

A supervisor will be assigned to you by your training organisation. The supervisor can answer your questions related to understanding the requirements associated with the assessment task. The supervisor will act according to job role and responsibilities.

The supervisor can be your trainer or assessor or a different trainer or assessor or a staff member (including mentors) from the training organisation.

Roles and responsibilities

As part of your job role, you have the following job responsibilities:

·         Develops insights from experience to improve personal performance

·         Sources, evaluates and critiques ideas and information from a range of complex texts to assist with decisions, choices and to manage organisational requirements

·         Researches and prepares plans for relevant stakeholders incorporating appropriate vocabulary, grammatical structure and conventions

·         Expresses opinions and information and responds to other people’s views using language appropriate to audience

·         Identifies impact of own behaviour on others, reflecting on personal strengths and limitations and implementing strategies to regulate behaviour

·         Adapts personal communication style to build a positive working relationship and show respect for the opinions, values and particular needs of others

·         Develops plans to manage complex activities with strategic implications that involve a range of personnel with diverse skills, knowledge and experience

·         Systematically gathers and analyses relevant information and evaluates options to inform decisions with the potential to affect organisational outcomes

Task requirements

This assessment task requires you to analyse and lead organisational transformation and learning for strategic outcomes. The assessment activities are mentioned within the assessment task.

 

 

 

 

 

Assessment Task 2: Skills Test

Skills Test: 

Introduction

“Online Media Solutions” is a marketing and web development business based in Melbourne, Australia. The business started operations in 2015 and has seen exponential growth since its establishment.

The business operates in the web service industry to offer superior and unique services to small businesses and institutions (B2B business model). Our experience and expertise in web sales and e-commerce give us the backing to provide solutions that are currently lacking in the market.

There is an all-time high demand for web development and marketing for small businesses with signs of rising further. Interestingly, few web developers have taken advantage of this opportunity, leaving the industry with no dominant participants.

The projects’ high costs and the focus on more prominent companies and institutions could contribute to why this market remains untapped. We will have a system that will reduce the project costs dramatically, allowing us to offer quality services at reduced costs.

Business plan

Business plan excerpt

Company details:

Company name: Online Media Solutions, Pty. Ltd

Company address: 2/10 Lawn court, Craigieburn, 3064, VIC

Mission

  • Provide best-in-class design services
  • Make a positive impact on our customer businesses
  • Be respected and admired by peers

Our vision

To provide best-in-class web design and development services in a simple, effective, and cost-effective manner to the target audience.

Goals and objectives

The goals and objectives of Online Media Solutions are as follow:

  • To create a company whose primary goal is to exceed customer expectations.
  • To develop a comprehensive and high-quality portfolio
  • To create a company whose primary goal is to exceed customer’s expectations

Keys to Success

  • We will offer quality web services to small businesses and institutions at affordable prices.
  • To build and tailor our services to small businesses.
  • Positioning as a viable solution alternate to more established brands

Services

We currently offer the followingservices to our clients:

  • Interface and Web Design
  • Graphics design
  • Website development
  • Domain and web hosting
  • Video editing
  • Blog development
  • Search engine optimization
  • E-commerce

Values

●      Quality service to our clients

●      Integrity & Accountability

●      Reliability

●      Quality

●      Innovation

●      Respect

Organizational structure and expertise

The foundation team has 30 team members. The business has three (3) departments:

●      IT department

●      Marketing department

●      Sales department

The finance and human resource work are outsourced.

All three (3) departments are managed by Managers who are experienced and experts in commercial web development and business-to-business sales. Further, the team members are well-experienced and have years of experience working for MNCs.

All the departmental managers report to the Operations.

Business model

“Online Media Solutions” is a full-service web solutions provider for businesses. The company offers services through the mode of its B2B engagements.

B2B services:

“Online Media Solutions” service portfolio includes Web Design, Graphics design, Website development, Domain and web hosting, 2d & 3d animation, Blog development, Search engine optimisation and E-commerce. The project cost will be estimated by the appropriate number of hours needed to complete the project.

The sales team will aggressively track prospective clients and sell the services provided for businesses.

Operational model and strategies

B2B engagements

Lead generation – Lead generation refers to creating and generating prospective consumer interest or inquiry into a business’s products or services. This will be done by building a database of prospective customers using social networks, business listings, internet search etc.

Sales pitch – A sales pitch is a line of talk that attempts to persuade someone or something with a planned sales presentation strategy of a product or service designed to initiate and close a product and service sale. Sales professionals prepare and give a sales pitch using the following methods:

  • Face to face meetings
  • E-mailing marketing contacts from the leads

 

 

Marketing plan

Marketing plan excerpt

The growth of the web and graphics design industry is huge. Over the last five years, it has grown almost by 30%. The web has become a tool for communicating, interaction and the growth of businesses.

Existing situation

‘Online Media Solutions’ has successfully established itself in the web development and marketing industry with signs of rising further.

‘Online Media Solutions’ implemented a system for cost reduction that reduced the project costs dramatically and helped us offer quality services at reduced costs.

We targeted the small businesses, assessed their needs and provided them with quality services at reduced costs.

Existing customers

The company focuses on small businesses and institutions that are looking to develop or upgrade their web presence.

Our service brings onboard any small business that needs an internet presence, but we concentrate more on those that need more details about their operations online.

Such companies most likely go for all or some of the following services:

•          A shopping cart or e-commerce.

•          Dynamic features and content.

•          Aggressive marketing of products online.

Market opportunity 

Opportunity

‘Online Media Solutions’ has successfully ventured into B2B engagements. Based on the analysis conducted, the organisation sees exponential growth in developing B2C products and selling them to customers.

These products include:

  • Web templates
  • CMS templates
  • Graphic templates
    • Brochure
    • Flyers
    • Business cards
  • Logo templates

Solution

We will target the develop quality products specified above and sell them to the end-users at reduced costs using the existing systems to reduce cost.

SWOT analysis

Strengths

  • Experience team
  • Market demand
  • Known market

Weaknesses

  • Highly competitive market
  • Low margin

Opportunity 

  • B2C engagement to sell web-based products

Threats 

  • Price wars
  • Market share of existing players

Competitor analysis

‘Online Media Solutions’ has an advantage over its competitors as there are not many competitors in the market that provide the products at such a reasonable cost.

Further, the organisation has a very good reputation in the market and well-established links that will help them venture into the B2C segment and successfully conduct its operations.

Target market segment strategy

We will focus our marketing efforts on attracting end-users and small businesses. We reached this decision after careful market analysis and identifying the needs of this market segment.

Marketing objectives

•          To generate 60-70% revenue from small businesses and institutions

•          To increase brand awareness in the market

•          To generate 20-30% revenue from the new market segment (B2C engagements)

Pricing Strategy

Online Media Solutions will establish a pricing system to guide our clients on the nature of the services and the corresponding prices. Since we will be dealing with a market segment that tries to reduce costs, we will charge our services on an hourly basis. It will make the clients understand the services that will most likely cost them more.

Expected costs,profitsand sales

As the organisational pricing strategy, Online Media Solutions will charge for itsproducts and services on an hourly basis.

Following are the expected costs associated with the production and delivery of its products and services:

•          Expected costs for its products and services:

o    Labour cost: $35/hour

o    Indirect costs: $40/hour

•          Net-profit targets: 35%

•          Expected time to develop its products: 10-15 hours.

 

Strategic business transformation

Strategic business transformation

“Online Media Solutions” is a full-service web solutions provider for businesses. The company offers services through the mode of its B2B engagements.

“Online Media Solutions” further want to venture into B2C engagement by selling its products. The products that the business will develop and sell to the end-users include:

  • Web templates
  • CMS templates
  • Graphic templates
    • Brochure
    • Flyers
    • Business cards
  • Logo templates

B2C Products

“Online Media Solutions” product portfolio includes Web Templates, CMS Templates, Graphics Templates, Brochures, Flyers, Business cards and Animated logo templates. The prices are typically listed on the online shop where customers can either take monthly subscription or pay per download as per need.

The business will have a database that will act as the repository for all the products.

Budget requirements for operating B2B engagements

Budget requirements for operating B2B engagements  
Start-up expenses  
Legal $2500
Stationery $1500
Insurance $2000
Website re-development $30000
Recruitment $10000
Software and hardware $25000
Marketing and advertisements $20000
Total Start-up expenses $96000
   
Start-up assets
Cash required $200000
Other current assets $25000
Long-term assets $250000
Total assets  $475000
   
Total requirements $571000

 

Operational model and strategies

The business will focus on B2C engagements along with the existing B2B engagements.

B2C engagements

The B2C engagement is primarily done through a dedicated online shop where customers can browse through the repository, select designs or templates or download. The steps in the process are as follow:

Key strategic metrics

  • Price
  • Quality
  • Network
  • Service
  • Relationship g
  • Customer-centric goals

Strategic initiatives

  • Attractive portfolio
  • Aggressive marketing
  • Excellent service
  • Service
  • Relationship
  • Customer-centric goals

 

 

Policies and procedures for strategic change

‘Online Media Solutions’ has a risk management plan in place to manage risks associated with strategic change or transformation.

Risk management plan excerpt

The organisation’s risk management plan is prepared in accordance with the ISO 31000 risk management framework.

Purpose of the Risk Management plan

The purpose of the risk management plan is to allow Online Media Solutions to identify and record potential risks.

The plan also allows mitigation strategies to be developed and tracked.

Risk strategy

‘In order to ensure that risks are identified in a consistent manner across the organisation, a “Risk Assessment Model” will be applied. This will rank the risks in priority order, and those risks considered important to track will be recorded on the “Summary of Risks”. Mitigation strategies will be developed, recorded and monitored on a monthly basis by the Operations Manager.  If new major risks are identified, these shall be recorded.  The “Summary of Risks” will be reported to the board on a weekly monthly basis.

The following diagram represents the process to be followed:

 

Risk matrix to be used:

The following risk matrix should be used to determine the priority of risks.

 

Your role and responsibilities

You are working as Operations Manager in ‘Online Media Solutions’. You report to the General Manager of the organisation.

The General Manager wants you to lead the strategic business transformation.

As part of your job role, you have the following responsibilities:

  • Identify personal responsibilities in the strategic transformation process and develop a strategic change strategy in collaboration with the departmental managers
  • Brief internal and external stakeholders of strategic change processes and intended outcomes and establish communication channels for organisational personnel to contact management
  • Analyse and confirm the capacity and competence of relevant individuals to contribute to change processes and plans
  • Identify and resolve risks in the change management process and develop learning and communication processes for addressing problems and risks arising during organisational change
  • Make changes to change management process according to risks and inform stakeholders of updates
  • Review strategic outcomesand incorporate feedback into leadership style.

 

Skills Test:

This assessment task requires you to demonstrate skills to lead a strategic business transformation for ‘Online Meda Solutions’.

In the course of the above, you must:

  • Prepare to provide strategic leadership during a business change process
  • Review strategic outcomes and incorporate feedback into leadership style.

To do so, you must complete the following activities:

  • Activity 1: Prepare to undertake strategic change
  • Activity 2: Lead strategic change
  • Activity 3: Review strategic outcomes and incorporate feedback into the leadership style

The roles and their responsibilities: Relationships with stakeholders such as staff members and General manager

The assessment task requires you to communicate with a number of organisational stakeholders. The main roles applicable to the assessment task includes:

Role number 1: General Manager: The General Manager is the individual who supervises or is in charge of the organisation. They belong toahigher rank or status. Their job role and responsibilities are:

  • Assign a team to you to complete the project
  • Assist you in understanding the task requirements
  • Provide you information about job roles and responsibilities
  • Supervise you completing the assessment task and requirements

Role number 2: Departmental Managers: The departmental managers (IT Manager, Marketing Manager and Sales Manager) are the student’s co-worker or workfellow. They are associates that the candidate works with. Their job role and responsibilities are:

  • Assist you in completing the project on time
  • Collaborate with you to develop a strategic change strategy
  • Participate in a healthy and open discussion

Note:

  • The trainer/assessor will take on the role of General Manager.
  • The trainer/assessor will assign the roles of team members for each activity.
  • Each student will be assessed individually for all assessment activities.

 

 

Timeframe to complete the project:

Two weeks (You have two weeks to complete the project)

Task requirements

  • You will be assessed on your technical knowledge and skills to complete this project
  • You will be assessed on working in a team environment and meeting your job role and responsibilities
  • You must follow the instructions provided by the General Manager.
  • All individuals must complete their role and assigned responsibilities and meet the specified deadlines
  • The task must be completed in the specified timeframe

 

Activity 1: Prepare to undertake strategic change

Description of the activity

This activity requires you to prepare to provide strategic leadership during a business change process.

To do so, you are required to complete the following two parts:

  • Part A: Develop a strategic change strategy
  • Part B: Brief internal and external stakeholders of strategic change processes and intended outcomes

Part A: Develop a strategic change strategy

This part of the activity requires you to collaborate with the following stakeholders and develop a strategic change strategy using ‘Template 1’.

  • IT Manager
  • Marketing Manager
  • Sales Manager

To do so, you are required to arrange a meeting with the above-given stakeholders.

 

Roles and responsibilities during the meeting:

Participants/stakeholders (IT Manager, Marketing Manager and Sales Manager)

  • The trainer/assessor will allocate the role of the above-given stakeholders to the students/staff members.
  • The participants of the meeting will collaborate with the student to develop a strategic change strategy.
  • The discussion will be conducted on the key topics of discussion given in ‘Template 1 – Strategic change strategy’.
  • The participants will provide feedback, opinions or views on the key topics of discussion.

Student (Operations Manager)

  • Express opinions and information on the key topics of discussion given in ‘Template 1 – Strategic change strategy’and respond to other people’s views using language appropriate to the audience.
  • Adapt personal communication style to build a positive working relationship and show respect for the opinions, values and particular needs of the participants

 

Before the meeting, the student is required to:

  • Create an agenda for the meeting that encourage the participants to discuss the key points given in the ‘Template 1 – Strategic change strategy’.
  • Identify personal responsibilities in the strategic transformation process according to task objectives (Refer to Strategic business transformation given in the case study) and document using ‘Template 1 – Strategic change strategy’.

During the meeting, you must:

  • Welcome the participants
  • Provide an introduction to the meeting’s purpose
  • Collaborate with them and discuss the key points given in the ‘Template 1 – Strategic change strategy’.
  • Provide an opportunity for discussion.
    • Listen and comprehend information from a variety of spoken exchanges with the participants of the meeting
    • Provide an opportunity for the audience to ask questions
    • Respond to questions.
    • Acknowledge and respond to differences in opinions.
  • Agree on the ‘Strategic change strategy’.

During the meeting, the stakeholders will:

  • Collaborate with the student to develop a strategic change strategy.
  • Provide feedback, opinions or views on the key topics of discussion.

Close the meeting:

  • Summarise the agreed outcomes using the meeting minutes template provided.
  • Complete ‘Template 1 – Strategic change strategy’.

After the meeting:

  • Complete ‘Template 1 – Strategic change strategy’.

 

 

Template 1 – Strategic change strategy/Change management process (1200-1500 words)

 

Introduction

Online Media Solution is a marketing and web development business. It is a web service industry that offers nice and efficient services to institutions and small businesses. It is based on B2B model, Online media solution provides solutions related to e-commerce and web sales. Online Media Solution provides services like Graphics design,

Domain and web hosting, blog development, etc. And now the company is looking forward to changing its strategic plans by trying to cover the B2C model with the B2B model. By providing services like CMS templates, graphic templates, logo templates, etc.

Project Sponsor/Operations Manager responsibilities

I have to identify my responsibilities in this transformation and make a strategic change by collaborating with the departmental managers.

Confirm and analyze the competence and capacity of individuals who can contribute to the changed plans and process (Tarigan, 2020).

Briefly explain the strategic changes process to the external and internal stakeholders.

Make changes in the strategies according to the potential risk and as per the suggestions of the stakeholders.

Review the outcomes of the strategy and provide feedback in leadership style (Tarigan, 2020).

 

Change Objectives and Principles

To capture the market which is based on the B2C model

To offer the quality of web products directly to the customer.

Tailor and build services directly to the customers.

To maintain a high-quality portfolio.

To provide web-based products to the customers at low and affordable costs.

Venture into B2C market and identify the main needs of the market (Sonenshein & Dholakia, 2012).

Change Plan Elements

The company sees exponential growth in B2C products and is now targeting this market to sell its products.

The company will sell its services and products on an hourly basis.

Want to sell products like WEB templates, business cards, flyers, graphic templates, etc

The company will establish a pricing system to guide the clients about the nature of services and prices.

Customers can buy their products through online shop.

 

The rationale for the change

Increase brand awareness and popularity

Generate high revenue

Generate approx. 30% revenue from the B2C segment

To meet the net profit targets for the company.

 

Key Stakeholder Analysis

According to the stakeholder analysis, there are signs for the company to rise.

There are opportunities for the company to penetrate the B2C segment.

According to them, there is a need to build strategies to compete in this highly competitive market.

 

Communication channels for organizational personnel to contact management

There can be various channels for communication channels like:

Video conferencing

E-mails

Phone calls

Messages

Formal interviews (Sonenshein & Dholakia, 2012).

 

Identify Change Elements

Focusing on B2C engagements

Generating an online shop for the customers so that they can select required services from it.

Provide services to the web templates, graphic templates, Anirnated logo templates.

The company will develop a database that will serve as a product repository.

 

Develop a Change Plan

There is a requirement to develop a change plan because the company needs to identify things like:

Existing situation

Market Opportunity

Market segment strategy

Pricing strategy, etc.

 

 

 

Actions Who When Performance Measures
Develop database It manager 12/07/2022 Analyze the data related to its working efficiency
Identify opportunities for marketing and demand for the product Marketing Manager 12/07/2022 Provide statical data related to the demand and opportunity.
Estimate the sales for the services Sales manager 12/07/2022 Provide a report related to the estimated sales.

 

Evaluation

The company has identified a performance area in the B2B segment and now the company is focusing to expand them in it accordingly.

Stakeholders have to collect the required information related to the task assigned to them.

The company will provide web-based services to the customers at a low cost.

 

Comments:

We will have to focus on the emerging needs of the market and according to it design our products. And before the there is a need to calculate some statical data related to the products that we are going to launch.

 

We will have to search for the strategies and identify the potential risks involved in the task.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part B: Brief internal and external stakeholders of strategic change processes and intended outcomes

This part of the activity requires you to brief internal and external stakeholders on strategic change processes and intended outcomes and request approval.

To do so, you are required to write an e-mail to the following internal and external stakeholders:

  • Internal Stakeholders:
    • General Manager
    • IT Manager
    • Marketing Manager
  • External Stakeholders
    • Investors (Any two)

 

Guidelines for writing the e-mail:

  • Ensure the text written in the e-mail is grammatically correct and free of errors.
  • Use business style writing.
  • Write an appropriate subject line.
  • The text must brief internal and external stakeholders on strategic change processes and intended outcomes and request approval.
  • Attach strategic change strategy/change management process (Template 1) to the e-mail.

 

To – Internal and External stakeholders

From- Operational manager

Date: 12/07/2022

Sir,

This e-mail is to inform, you all that we have developed a strategic plan as per the new changes that we are going to make in the business.

As you all know that we are going to expand our self in B2B sector as well. So for that, we have assigned you the task that you need to perform.

You can share your valuable suggestions related to this process and can provide your feedback or any recommended changes.

 

Activity 2: Lead strategic change

Description of the activity:

This activity is a continuation of Activity 1.

This activity requires you to lead strategic change. To do so, you are required to complete the following four (4) parts:

  • Part A: Analyse and confirm the capacity and competence of relevant individuals to contribute to change processes and plans
  • Part B: Identify and resolve risks in the change management process
  • Part C: Develop learning and communication processes for addressing problems and risks arising during organisational change
  • Part D: Make changes to change management process according to risks and inform stakeholders of updates

Part A: Analyse and confirm the capacity and competence of relevant individuals to contribute to change processes and plans

This part of the activity requires you to analyse and confirm the capacity and competence of the IT Manager and Marketing Manager to contribute to the change processes and plans (Prepared in Activity 1 – Part A).

To do so, you are required to:

  • Research and identify the roles and responsibilities, and competency requirements of the IT Manager and Marketing Manager in implementing Strategic business transformation (Given in the case study).
  • Consult with the IT Manager and Marketing Manager to confirm their competence in implementing ‘Strategic business transformation’.
    • Discuss the competence requirements and roles and responsibilities
  • Assess their competence and identify two (2) learning requirements based on the competence gaps.

 

  • Complete ‘Template 2’.

Note:IT Manager and Marketing Manager will be the same participants who participated in Activity 1 (Part A).

 

Solution

Roles and responsibilities

IT Manager – Make a database that will serve as a repository for the data.

Establish an online shop from where the customers can purchase the products.

Manage all the IT and computer systems.

Organize, plan, evaluate and control data related to electronic operations.

Manage the IT staff and provide them with required training.

Marketing Manager – Identify the demand for the product in the market.

Identify the strategies related to the marketing of the product.

Promote the business, services, and products.

Ensure the communication perspective of the company toward customers.

Manage marketing campaigns related to the department.

 

Role play

Operational manager – Good morning everyone, please have a seat.

Departmental managers – Good morning sir, thank you.

Operational manager -As you, all know that our company is expanding its segment TO B2C and will provide web-based services at low cost to the customers through the online shop.

So our work is to provide the required assistance in this project, and for that, we have developed a strategic plan that is shared with you and now we have to discuss the tasks that we have to perform.

Departmental manager –Okay, sir.

Operational manager to IT manager – So, you have to develop a database that will serve as a repository for the products.

And you will have to build an online shop so that the customers could buy our products from there.

IT manager – Sir but for this task I need some experienced people to assist me in this task.

Operational manager – We will provide you with whatever you want.

IT manager– Okay sir.

Operational manager to marketing manager – You have to identify the demands for the product and develop strategies related to the marketing of the product.

Marketing manager– Okay sir.

But I think that we should collect the information from a domestic and foreign sources. So, that we can get a broad picture related to the demand for the products.

Operational manager – Okay that sounds good.

Do you guys have any further questions?

Departmental managers– No sir.

Operational manager – Okay then thank you.

Departmental managers – Thank you, sir.

 

 

 

Learning requirements are based on the competence gaps.

 

For IT Manager – 1) He needs to provide essential training to the assistant staff.

2) He needs to develop his knowledge related to the assigned work.

 

For the Marketing manager –1) He needs to identify new methodologies related to a market survey.

2) Need to look for different sources to identify opportunities in the market.

 

 

 

 

 

 

 

Part B: Identify and resolve risks in the change management process

This part of the activity requires you to identify and resolve potential risks in the change management process.

To do so, you are required to conduct a risk assessment and document the outcomes using ‘Template 3: Risk assessment’.

To conduct the risk assessment, you need to:

  • Identify five (5) potential risks to change management.
  • Calculate risk rating and prioritize risks.
  • Mitigation strategies to resolve

 

 

 

Template 3: Risk assessment

 

Risk assessment
Five (5) potential risks to change management Risk assessment Risk priority Mitigation strategies to resolve risks
Likelihood Consequence Rating
 

Everyone is not comfortable with the changes

 

Medium

 

Delay in the implication of plan

 

3

 

Important

Tell everyone its advantages and tell them about its scope (Ho, et al., 2015).
 

Have to invest in some new technologies

 

 

 

 

Medium

 Have to invest in technologies whose efficiency is more than their cost of maintenance.  

 

3.5

 

 

Important

 

Research the technology well and then only invest in it.

Have to ensure the commitments from stakeholders  

Low

 

To ensure who is ready to

 

3.5

 

Important

Show them the project report of the plan and tell them its advantages so that they show their interest.
 

Risk related to budgeting

 

High

It can disrupt all the planning and goals  

4

 

Normal

Cross-check all the factors by conducting a meeting and providing high-quality staff for assistance (Ho, et al., 2015).

 

 

 

Misalignment in goals related to the project.

 

 

Low

Can distract our path and lead us in different direction

 

 

3

 

Important

Check all the consequences properly list them before and discuss them with everyone.

 

 

 

 

 

 

Part C: Develop learning and communication processes for addressing problems and risks arising during organisational change

This part of the activity is a continuation of part B of this activity.

This part of the activity requires you to develop learning and communication processes for addressing problems and risks (identified in part B of this activity) arising during organisational change.

You must develop learning and communication processes using ‘Template 4’.

To do so, you are required to:

  • Identify the problems and risks to be addressed (Based on the outcomes of part B of this activity)
  • Develop a learning and communication process for addressing each problem and risk arising during organisational change.
  • Complete ‘Template 4’.

 

 

Template 4: Learning and communication processes

Learning and communication processes
Problems and risks (Any five) Learning and communication processes to address the problems and risks (50-100 words each)
 

Misalignment in goals related to the project.

 

Provide them with proper training for whoever is performing this task.

Use face-to-face communication with everyone to discuss it so that the mistakes can be pointed out (Miller & Barbour 2014).

 

Risk related to budgeting

 

 

 

Provide them all the assistance and information related to the financial situation like notes, infographics, etc. This can be done through meetings or by sending any related document.

 

Have to ensure the commitments from stakeholders

 

 

 

 

 

 

 

Have to use communication skills to convince them and should get proper training for it.

 

Have to invest in some new technologies

 

 

 

 

 

Conduct research and go for a detailed discussion regarding this matter and proper training arrange workshops for the employees (Miller & Barbour 2014).

 

Everyone is not comfortable with the changes

 

Use communication skills and active listening; provide them training related to emotional intelligence so that they can control this attitude of being nervous.

Provide them training if required.

 

 

 

 

 

Part D: Make changes to change management process according to risks and inform stakeholders of updates

This part of the activity is a continuation of Part A – Part C of this activity.

This part of the activity requires you to:

  • Analyse the risks identified and mitigation strategies (Refer to outcomes of Part B)
  • Analyse the learning and communication process (Refer to outcomes of Part C)
  • Update the strategic change strategy/change management process developed in Activity 1 – Part A.
  • E-mail the updated strategic change strategy/change management process to the following stakeholders:
    • IT Manager
    • Marketing Manager
    • Sales Manager

Note: The trainer/assessor will provide the details regarding the e-mail addresses of the stakeholders.

Guidelines for writing the e-mail:

  • Ensure the text written in the e-mail is grammatically correct and free of errors.
  • Use business style writing.
  • Write an appropriate subject line.
  • The text must provide a summary of the attachment.
  • Attach updated strategic change strategy/change management process to the e-mail.

 

 

 

Introduction

Online Media Solution is a marketing and web development business. It is a web service industry that offers nice and efficient services to institutions and small businesses. It is based on B2B model, Online media solution provides solutions related to e-commerce and web sales. Online Media Solution provides services like Graphics design,

Domain and web hosting, blog development, etc. And now the company is looking forward to changing its strategic plans by trying to cover the B2C model with the B2B model. By providing services like CMS templates, graphic templates, logo templates, etc.

Project Sponsor/Operations Manager responsibilities

I have to identify my responsibilities in this transformation and make a strategic change by collaborating with the departmental managers.

Confirm and analyze the competence and capacity of individuals who can contribute to the changed plans and process.

Briefly explain the strategic changes process to the external and internal stakeholders.

Make changes in the strategies according to the potential risk and as per the suggestions of the stakeholders.

Review the outcomes of the strategy and provide feedback in leadership style.

 

Change Objectives and Principles

To capture the market which is based on the B2C model

To offer the quality of web products directly to the customer.

Tailor and build services directly to the customers.

To maintain a high-quality portfolio.

To provide web-based products to the customers at low and affordable costs.

Venture into B2C market and identify the main needs of the market (Ozguler, et al., 2016).

Change Plan Elements

We will have to convince the stakeholders

Look for the problems related to budgeting

Research for nice and efficient technologies

Assist while making a goal and remove misalignment.

 

The rationale for the change

To ensure that everybody shows their participation in the project with great efficiency.

To ensure that the technology that we will be going to use is sufficient enough.

To solve the matter of misalignment in budgeting

To ensure that the targeted goals are sufficient to meet the requirement of the project (Ozguler, et al., 2016).

Key Stakeholder Analysis

There are opportunities for the company to penetrate the B2C segment.

According to them, there is a need to build strategies to compete in this highly competitive market.

 

Communication channels for organizational personnel to contact management

There can be various channels for communication channels like:

Video conferencing

E-mails

Phone calls

Messages

Formal interviews.

 

Identify Change Elements

Look for managing risk elements

Look for division of work properly so that it could be completed with great efficiency.

Provide proper training to the employees if required.

 

 

 

 

Develop a Change Plan

There is a requirement to develop a change plan because the company needs to identify things like:

Existing situation

Ensure compatibility between employees

Manage Market segment strategy

Pricing strategy, goal alignment, etc.

 

 

 

Actions Who When Performance Measures
Check for efficient technologies IT Manager 13/07/2022 Analyze the efficient technology and check whether it’s sufficient enough so, as to increase the productivity of the company.
Assist them in preparing a proper budget Sales manager 13/07/2022 Provide statical and financial data related to the company to maintain its quality.
Communicate with the stakeholders to ensure their commitment Marketing Manager 13/07/2022 Use communication techniques and ensure that they provide valuable input and emphasize providing quality to the company as well as the customer.

 

 

 

 

 

Evaluation

There is a need to look for risk management and planning, to ensure efficient and satisfactory work in the company. For this, we will have to undertake various actions related to budget planning, alignment of goals, investing in proper technology, etc.

Comments:

We will have to focus on the emerging needs of the company and its employees. And to do this we have to set a plan for it.

 

We will have to implement the strategies so that the work could be completed efficiently.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

To – IT Manager, Marketing Manager, Sales manager

From – Operational manager

Date – 13/07/2022

Sub – Updated strategic plan

Hello,

This e-mail is to inform you all that to remove the risk factors evolved in the new project, have developed and updated a strategic plan that is attached with the e-mail so, you can go through it.

And can suggest any required changes.

 

 

 

Activity 3: Review strategic outcomes and incorporate feedback into the leadership style

This activity requires you to review strategic outcomes and incorporate feedback into your leadership style.

To do so, you are required to complete the following three (3) parts:

  • Part A: Self-evaluation
  • Part B: Feedback from the staff members
  • Part C: Incorporate feedback into the leadership style

Part A: Self-evaluation

This part of the activity requires you to self-evaluate your personal leadership style and analyse the impacts on the change management process.

You must complete ‘Template 5: Self-evaluation.

To do so, you are required to:

  • Identify your leadership style and document using ‘Template 5’.
  • Evaluate the strengths and weaknesses of your leadership style, considering their impact on the change management process. Document your analysis using ‘Template 5’.
  • Identify two (2) areas of improvement considering the weaknesses identified and document using ‘Template 5’.

 

 

Template 5: Self-evaluation

Self-evaluation
Leadership style
Transformational Leadership style- This type of leader looks out for some required transformation in the workplace. They encourage the employees and provide them suggestions to improve their skills and future goals.

They work in four major directions and i.e. Stimulation, inspiration, positive influence, valuing the individual (Zell, et al., 2020).

Strengths and weaknesses of your leadership style (Three each)
Strengths:

Posses good communication and understanding skills.

Understand the roles and responsibilities required of the job.

Try to focus on continuous improvement for improving self-efficiency.

 

Weaknesses:

Should focus on time management

Try to become more innovative and creative.

Should focus on emotional intelligence (Zell, et al., 2020).

 

Two (2) areas of improvement considering the weaknesses identified
 

Need to focus on improving time management

Should undertake some training to develop some innovative and creative thinking and skills.

 

 

 

 

Part B: Feedback from the staff members

This part of the activity requires you to seek feedback on leadership during the change management process from the following staff members:

  • IT Manager
  • Marketing Manager
  • Sales Manager

Note: The above-given staff members will be the same participants who participated in previous activities.

To seek feedback from the staff members, you are required to conduct an individual feedback session with each staff member.

During each feedback session, you are required to:

  • Discuss the following:
    • How effective is your leadership style?
    • Do I serve as a positive role model?
    • What are the key areas that I can improve my leadership style?
  • Document the feedback using ‘Template 6’.

 

 

 

Template 6: Feedback sessions

 

 

Outcomes of feedback sessions
Feedback session: Staff member 1

Name: Jack

Position: IT Manager

Feedback received
How effective is your leadership style?

You are a good and supportive leader, always guiding and motivating us with our work but sometimes I think that you should be a bit flexible while making decisions and sometimes need to communicate more effectively.

 

 

 

Do I serve as a positive role model? 

Yes, as you are punctual and dedicated to your work, it motivates us all to adopt these qualities from you. You always treat everybody equally and try to maintain transparency in the company.

 

 

 

What are the key areas that I can improve in my leadership style?

I think that you need to work on emotional intelligence because sometimes as an observer I have observed that some activities in the workplace effects you very much and due to this sometimes your decision-making process also gets impacted.

 

 

 

 

Feedback session: Staff member 2

Name: Leo

Position: Marketing Manager

Feedback received
How effective is your leadership style?

Your leadership style is effective because the decisions you make have always generated a positive impact on the working environment, you always help other people achieve their personal and professional goals and arrange proper training sessions for them whenever required.

 

 

Do I serve as a positive role model? 

Yes, you do serve as a positive role model we get inspired by you by seeing your dedication and work towards the organization.

But sometimes I think that somewhere you lack time management and it is very important for you to take care so that you can increase your efficiency up to an extinct.

Rather than this, you are a cooperative and supportive leader.

 

 

 

 

What are the key areas that I can improve in my personal leadership style?

 

You need to focus on time management because somewhere it is affecting your personal and professional life due to which sometimes you get annoyed of the work and this leads to a decrease in your efficiency.

 

 

 

 

 

 

 

 

 

Feedback session: Staff member 3

Name: Jackson

Position: Sales Manager

Feedback received
How effective is your leadership style?

You are a good and supportive leader, always guide and motivate us with our work and arrange proper training sessions for employees whenever required. but sometimes I think that you should be a bit flexible while making decisions and sometimes need to communicate more effectively.

 

 

Do I serve as a positive role model? 

Yes, you do serve as a positive role model, you are punctual and dedicated towards your work, and you are a cooperative and supportive leader, but sometimes I have noticed that your techniques are not that innovative so I will suggest you focus on developing your innovative and creative approach.

 

 

 

 

What are the key areas in that I can improve my leadership style?

Should focus on developing some innovative and creative approaches to deal with the problems and circumstances of the company. And this will increase your working efficiency.

And will help you in becoming a better version of yourself.

 

 

 

 

 

 

 

Part C: Incorporate feedback into the leadership style

This part of the activity is a continuation of Part B of this activity.

This part of the activity requires you to incorporate feedback into your personal leadership style.

To do so, you are required to:

  • Identify any three (3) areas of improvement considering the feedback received in Part B of this activity.
  • Discuss how would you incorporate or address each area of improvement in your leadership style.
  • Complete ‘Template 7’.

 

 

Template 7: Incorporate feedback into your leadership style

Incorporate feedback into your leadership style 
Areas of improvement (Any three) Strategies to incorporate or address each area of improvement in your leadership style. (50-100 words each)
 

 

Time management

 

 

 

For this, I will have to focus on auditing my time

After this, I will have to identify a deep zone for focus

I will have to observe my task thoroughly and write them down on paper.

And according to the time need to prioritize it. S that I can finish my entire task within that timeframe.

And initially, I think I need to attend some training sessions for this.

 

 

 

Develop an innovative and creative approach

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For this, I need to develop the habit of open communication

I will have to generate a willingness towards experimenting with something (Černe, et al., 2013).

and have to focus on some innovative strategies,

Read some case studies to develop my thinking skills

And should encourage brainstorming (Černe, et al., 2013).

 

 

 

 

 

 

 

 

Should focus on emotional intelligence

 

 

 

 

 

 

 

For this, I need to control my impulsive actions,

I will have to express my ideas and approach openly with everyone (Kotsou, et al., 2019).

Have to focus on some productive arguments and need to focus on social skills

And with all this, I need to attend some training sessions (Kotsou, et al., 2019).

 

 

 

 

 

 

 

 

Performance Criteria/Performance Checklist

Your task must address the following performance criteria/ performance checklist.

 

To be assessed as satisfactory (S) in this assessment task the participant needs to demonstrate competency in the following critical aspects of evidence S N/S Trainer/Assessor to complete

(Comment and feedback to students)

a)    Created an agenda for the meeting that encourage the participants. q     q  
b)    Identified personal responsibilities in the strategic transformation process according to task objectives q     q  
c)    Researched and identified the roles and responsibilities, and competency requirements of the IT Manager and Marketing Manager in implementing Strategic business transformation (Given in the case study). q     q  
d)    Consulted with the IT Manager and Marketing Manager to confirm their competence in implementing ‘Strategic business transformation’.

·         Discuss the competence requirements and roles and responsibilities

·         Assess their competence and identify two (2) learning requirements based on the competence gaps.

 

q     q  
e)    Identified the problems and risks to be addressed (Based on the outcomes of part B of this activity) q     q  
f)     Developed a learning and communication process for addressing each problem and risk arising during organisational change. q     q  
g)    Analysed the risks identified and mitigation strategies (Refer to outcomes of Part B) q     q  
h)   Analysed the learning and communication process (Refer to outcomes of Part C) q     q  
i)     Updated the strategic change strategy/change management process developed in Activity 1 – Part A. q     q  
j)     E-mailed the updated strategic change strategy/change management process to the following stakeholders:

·         IT Manager

·         Marketing Manager

·         Sales Manager

 

q     q  
k)    Identified any three (3) areas of improvement considering the feedback received in Part B of this activity. q     q  
l)     Discussed how would you incorporate or address each area of improvement in your leadership style. q     q  
 

The student’s performance was:

q   Not satisfactory

q   Satisfactory

Feedback to student:

 

 

 

Student signature  
Observer signature  

 

 

 

  • Assessment Results Sheet
Outcome
First attempt:

 

Outcome (make sure to tick the correct checkbox):

 

Satisfactory (S) ☐ or Not Satisfactory (NS) ☐

 

Date: _______(day)/ _______(month)/ ____________(year)

 

Feedback:

 

 

 

 

 

Second attempt:

 

Outcome (make sure to tick the correct checkbox):

 

Satisfactory (S) ☐ or Not Satisfactory (NS) ☐

 

Date: _______(day)/ _______(month)/ ____________(year)

Feedback:

 

 

 

 

 

 

Student Declaration ·         I declare that the answers I have provided are my own work.  Where I have accessed information from other sources, I have provided references and or links to my sources.

·         I have kept a copy of all relevant notes and reference material that I used as part of my submission.

·         I have provided references for all sources where the information is not my own. I understand the consequences of falsifying documentation and plagiarism. I understand how the assessment is structured. Iaccept that the work I submit may be subject to verification to establish that it is my own.

·         I understand that if I disagree with the assessment outcome, I can appeal the assessment process, and either re-submit additional evidence undertake gap training and or have my submission re-assessed.

·         All appeal options have been explained to me.

 

 

 

 

Student Signature  

 

Date  

 

Trainer/Assessor Name SOFIA
Trainer/Assessor Declaration I hold:

 

☐ Vocational competencies at least to the level being delivered

☐ Current relevant industry skills

☐ Current knowledge and skills in VET, and undertake

☐Ongoing professional development in VET

 

I declare that I have conducted an assessment of this student’s submission. The assessment tasks were deemed current, sufficient, valid and reliable. I declare that I have conducted a fair, valid, reliable, and flexible assessment.  I have provided feedback to the student.

 

Trainer/Assessor Signature SOFIA
Date  

 

Office Use Only The outcome of the assessment has been entered into the Student Management System

 

on _________________ (insert date)

 

by (insert Name) __________________________________

 

 

 

Appendix A: Reasonable Adjustments

 

Write (task name and number) where reasonable adjustments have been applied:

 

 

 

 

 

 

 

Reasonable Adjustments

 

•         Students with carer responsibilities, cultural or religious obligations, English as an additional language, disability etc. can request for reasonable adjustments.

•         Please note, academic standards of the unit/course will not be lowered to accommodate the needs of any student, but there is a requirement to be flexible about the way in which it is delivered or assessed.

•         The Disability Standards for Education requires institutions to take reasonable steps to enable the student with a disability to participate in education on the same basis as a student without a disability.

•         The trainer/assessor must complete the section below “Reasonable Adjustment Strategies Matrix” to ensure the explanation and correct strategy have been recorded and implemented.

•         The trainer/assessor must notify the administration/compliance and quality assurance department for any reasonable adjustments made.

•         All evidence and supplementary documentation must be submitted with the assessment pack to the administration/compliance and quality assurance department.

Reasonable Adjustment Strategies Matrix (Trainer/Assessor to complete)

 

Category Possible Issue Reasonable Adjustment Strategy

(select as applicable)

¨ LLN ¨ Speaking

¨ Reading

¨ Writing

¨ Confidence

¨ Verbal assessment

¨ Presentations

¨ Demonstration of a skill

¨ Use of diagrams

¨ Use of supporting documents such as wordlists

¨ Non-English Speaking Background ¨ Speaking

¨ Reading

¨ Writing

¨Cultural background

¨ Confidence

¨ Discuss with the student and supervisor (if applicable) whether language, literacy and numeracy are likely to impact on the assessment process

¨ Use methods that do not require a higher level of language or literacy than is required to perform the job role

¨ Use short sentences that do not contain large amounts of information

¨ Clarify information by rephrasing, confirm understanding

¨ Read any printed information to the student

¨ Use graphics, pictures and colour coding instead of, or to support, text

¨ Offer to write down, or have someone else write, oral responses given by the student

¨ Ensure that the time available to complete the assessment, while meeting enterprise requirements, takes account of the student’s needs

¨ Indigenous ¨ Knowledge and understanding

¨ Flexibility

¨ Services

¨ Inappropriate training and assessment

¨ Culturally appropriate training

¨ Explore understanding of concepts and practical application through oral assessment

¨ Flexible delivery

¨ Using group rather than individual assessments

¨ Assessment through completion of practical tasks in the field after demonstration of skills and knowledge.

¨ Age ¨ Educational background

¨ Limited study skills

¨ Make sure font size is not too small

¨ Trainer/Assessor should refer to the student’s experience

¨ Ensure that the time available to complete the assessment takes account of the student’s needs

¨ Provision of information or course materials in an accessible format.

¨ Changes in teaching practices, e.g. wearing an FM microphone to enable a student to hear lectures

¨ Supply of specialised equipment or services, e.g. a note-taker for a student who cannot write

¨ Changes in lecture schedules and arrangements, e.g. relocating classes to an accessible venue

¨ Changes to course design, e.g. substituting an assessment task

¨ Modifications to the physical environment, e.g. installing lever taps, building ramps, installing a lift

¨ Educational background ¨ Reading

¨ Writing

¨ Numeracy

¨ Limited study skills and/or learning strategies

¨ Discuss with the Student previous learning experience

¨ Ensure learning and assessment methods meet the student’s individual need

¨ Disability ¨ Speaking

¨ Reading

¨ Writing

¨ Numeracy

¨ Limited study skills and/or learning strategies

¨ Identify the issues

¨ Create a climate of support

¨ Ensure access to support that the student has agreed to

¨ Appropriately structure the assessment

¨ Provide information or course materials in an accessible format, e.g.  a textbook in braille

¨ Changes in teaching practices, e.g. wearing an FM microphone to enable a student to hear lectures

¨ Supply of specialised equipment or services, e.g. a note-taker for a student who cannot write

¨ Changes in lecture schedules and arrangements, e.g. relocating classes to an accessible venue

¨ Changes to course design, e.g. substituting an assessment task

¨ Modifications to the physical environment, e.g. installing lever taps, building ramps, installing a lift

Explanation of reasonable adjustments strategy used

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Trainer/Assessor Name SOFIA
Trainer/Assessor Declaration  

I declare that I have attached all relevant evidence to provide reasonable adjustment. The training package guidelines and criteria have not been compromised in the process of providing reasonable adjustment to the student. I declare that I have conducted a fair, valid, reliable, and flexible assessment.  I have provided explanation of reasonable adjustments strategy used, as required.

 

Trainer/Assessor Signature SOFIA
Date  

09 June, 2022

 

 

 

Appendix B: Learner Evaluation Form

Please complete thisevaluationform as thoroughly as you can, in order for us to continuously improve our training quality. The purpose of the evaluation form is to evaluate the areas below:

 

  • logistics and support
  • facilitation
  • training material
  • assessment

 

Your honest and detailed input is therefore, of great value to us, and we appreciate your assistance in completing this evaluation form!

 

Unit of Competency Name  

 

Trainer/Assessor Name SOFIA
StudentName (Optional)   

 

 

 

Dates of Training  
Employer/Work site (if applicable)  

 

Date of Evaluation  
A Logistics and Support Evaluation
No. Criteria/Question Strongly Disagree Disagree Neutral Agree Strongly Agree
1 The communication regarding the required attendance and time to study to pass this unit was correct          
2 The staff wereefficient and helpful.          
3 The training equipment and material used was effective and prepared.          
4 The training venue was conducive to learning (set-up for convenience of students, comfortable in terms of temperature, etc.)          
 

Additional Comments on Logistics and Support

 

 

 

 

 

 

 

 

 

 

 

 

 

No. Criteria/Question Strongly Disagree Disagree Neutral Agree Strongly Agree
B Trainer/Assessor Evaluation
1 The trainer/assessor was prepared and knowledgeable on the subject of theprogram          
2 The trainer/assessor encouraged student participation and input          
3 The trainer/assessor made use of a variety of methods, exercises, activities and discussions          
4 The trainer/assessor used the material in a structured and effective manner          
5 The trainer/assessor was approachable and respectful of the learners          
6 The trainer/assessor was punctual and kept to the schedule          
7 The trainer/assessor was easy to understand and used the correct language          
 

Additional Comments on Training

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

No. Criteria/Question Strongly Disagree Disagree Neutral Agree Strongly Agree
C Learning Evaluation
1 The learning outcomes of the unit are relevant and suitable.          
2 The content of the unit was relevant and suitable for the target group.          
3 The length of the training was suitable for the unit.          
4 The learning material assisted in the learning of new knowledge and skills to apply in a practical manner.          
5 The learning material was free from spelling and grammar errors          
6 Handouts and exercises were clear, concise and relevant to the outcomes and content.          
7 Learning material was generally of a high standard, and user-friendly          
Additional Comments on Learning Evaluation
 

 

 

 

 

 

 

 

 

 

 

 

 

References

 

Cameron, E., & Green, M. (2019). Making sense of change management: A complete guide to the models, tools and techniques of organizational change. Kogan Page Publishers.

 

Černe, M., Jaklič, M., & Škerlavaj, M. (2013). Authentic leadership, creativity, and innovation: A multilevel perspective. Leadership9(1), 63-85.

 

Day, C., Gu, Q., & Sammons, P. (2016). The impact of leadership on student outcomes: How successful school leaders use transformational and instructional strategies to make a difference. Educational administration quarterly52(2), 221-258.

 

González Monteagudo, J. (2017). Biographical-narrative Methodologies for Adult Education. Between Personal Development and Critical Reflection. Culture, Biography and Lifelong Learning, 3 (2), 45-65.

 

Ho, W., Zheng, T., Yildiz, H., & Talluri, S. (2015). Supply chain risk management: a literature review. International Journal of Production Research53(16), 5031-5069.

 

Kotsou, I., Mikolajczak, M., Heeren, A., Grégoire, J., & Leys, C. (2019). Improving emotional intelligence: A systematic review of existing work and future challenges. Emotion Review11(2), 151-165.

 

Miller, K., & Barbour, J. (2014). Organizational communication: Approaches and processes. Cengage Learning.

 

Ocasio, W., Laamanen, T., &Vaara, E. (2018). Communication and attention dynamics: An attention‐based view of strategic change. Strategic Management Journal39(1), 155-167.

 

Ozguler, I. S. (2016). Increase the projects’ success rate through developing multi-cultural project management process. Procedia-Social and Behavioral Sciences226, 236-242.

 

Sonenshein, S., & Dholakia, U. (2012). Explaining employee engagement with strategic change implementation: A meaning-making approach. Organization Science23(1), 1-23.

 

Taiwo, A. A., & Lawal, F. A. (2016). Vision and mission in organization: Myth or heuristic device?. The International Journal of Business & Management4(3).

 

Tarigan, Z. J. H. (2020). The Role of Consultant Knowledge, Top Management Support, and Operational Manager Competence to the Company Performance (Doctoral dissertation, EDP Sciences).

 

Wen, T. B., Ho, T. C., Kelana, B. W. Y., Othman, R., & Syed, O. R. (2019). Leadership styles in influencing employees’ job performances. International Journal of Academic Research in Business and Social Sciences9(9), 55-65.

 

Zell, E., Strickhouser, J. E., Sedikides, C., & Alicke, M. D. (2020). The better-than-average effect in comparative self-evaluation: A comprehensive review and meta-analysis. Psychological Bulletin146(2), 118.

StudentPack

 

What is the purpose of this document?

TheStudentPack is the document you, thestudent, needs to complete to demonstrate competency. This document includes the context and conditions of your assessment, the tasks to be completed by you and an outline of the evidence to be gathered.

 

The information includes the following:

 

  • Information related to the unit of competency
  • Guidelines and instructions to complete each task and activity
  • A student evaluation form

 

Student Evaluation Form

 

These documents are designed after conducting thorough industry consultation. Studentsareencouragedtoevaluate this document and provide constructive feedback to their training organisation if they feel that this document can be improved.

 

Link to other unit documents

 

  • The StudentPack is a document for students to complete to demonstrate their competency. This document includes context and conditions of assessment, tasks to be administered to the student, and an outline of the evidence to be gathered from the student.
  • The Unit Mapping is a document that contains information and comprehensive mapping with the training package requirements.
  • The Unit Requirements is a document that contains information related to the unit of competency for the Training Organisationstaffandstudents.

 

 

Document Usage

CAQA Resources

https://caqaresources.com.au/

 

Student Pack © 2019 CAQA Resources, CAQA and RTO Training Resources

 

This template and all its including associated content is a copyrighted work under Australian and other copyright laws. Do not submit copies or modifications of this template to any website or any third parties. Please review the following license agreement to learn how you may or may not use this template.

 

License Agreement:

 

Copyright protects this material. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the publisher to use for a specific intended purpose. The only exception is brief quotations embodied in critical reviews and certain other noncommercial uses permitted by Copyright Act 1968 (Cth). For permission requests, write to the publisher, addressed “Attention: Permissions Coordinator,” at the address below.

 

If you believe that information of any kind in this publication is an infringement of copyright, in the material in which you either own the copyright or are authorised to exercise the rights of a copyright owner, and then please advise us by contacting CAQA, Career Calling International Pty. Ltd. 2/10 Lawn Court, Craigieburn, Victoria 3064.

1.  Student and trainer details

Student details 
Full name:  
Student ID:  
Contact number:  
Email address:  
Trainer details
Full name: SOFIA

2.  Qualification and unit of competency

Qualification/Course/Program Details
Code:  
Name:  
Unit of competency
Code: BSBLDR811
Name: Lead strategic transformation
Releases: 1.0
Release date: 19/Oct/2020

 

3.  Assessment Submission Method

☐      By hand to trainer/assessor  ☐      By email to trainer/assessor

☐      Online submission via Learning Management System (LMS)

☐      Any other method _________________________________________________

(Please describe here)

 

4.  Student declaration 

•         I have read and understood the information in the Unit Requirements prior to commencing this Student Pack

•         I certify that the work submitted for this assessment pack is my own. I have clearly referenced any sources used in my submission. I understand that a false declaration is a form of malpractice;

•         I have kept a copy of this Student Packand all relevant notes, attachments, and reference material that I used in the production of this Student Pack;

•         For the purposes of assessment, I give the trainer/assessor permission to:

 

o    Reproduce this assessment and provide a copy to another member of staff; and

o    Take steps to authenticate the assessment, including communicating a copy of this assessment to a plagiarism checking service (which may retain a copy of the assessment on its database for future plagiarism checking).

 

Studentsignature:   ________________________________

 

 

Date:  ____/_____/______________

 

5.  Assessment Plan

 

The student must be assessed as satisfactory in each of the following assessment methodsin order to demonstrate competence in a variety of ways.
Evidence number/ Task number Assessment method/ Type of evidence/ Task name Sufficient evidence recorded/Outcome
Assessment task 1 Knowledge Test (KT) S / NS (First Attempt)

S / NS (Second Attempt)

Assessment task 2 Skills Test (ST) S / NS (First Attempt)

S / NS (Second Attempt)

Outcome C ☐ NYC ☐

 

Date assessed:

 

Trainer signature:

 

 

6.  Completion of the Assessment Plan

 

Your trainer is requiredto fill out the Assessment Plan Outcome records above, when:

•         You have completed and submitted all the requirements for the assessment tasks for this cluster or unit of competency.

•         Your work has been reviewed and assessed by your trainer/assessor.

•         You have been assessed aseither satisfactory or unsatisfactory for each assessment task within the unit of competency.

•         You have been provided with relevant and detailed feedback.

Every assessment has a “Feedback to Student” section used to record the following information. Your trainer/assessor must also ensure that all sections are filled in appropriately, such as:

•         Result of Assessment (satisfactory or unsatisfactory)

•         Student name, signature and date

•         Assessor name, signature and date

•         Relevant and detailed feedback

 

7.  Unit Requirements

 

You, the student, must read and understand all of the information in the Unit Requirements before completing the StudentPack.If you have any questions regarding the information, see your trainer/assessor for further information and clarification.

 

Pre-Assessment Checklist: Task 1 – Knowledge Test

The purpose of this checklist
The pre-assessment checklist helps students determine if they are ready for assessment. The trainer/assessor must review the checklist with the student before the student attempts the assessment task. If any items of the checklist are incomplete or not clear to the student, the trainer/assessor must provide relevant information to the student to ensure they understand the requirements of the assessment task. The student must ensure they are ready for the assessment task before undertaking it.
Section 1: Information for Students
☐Make sure you have completed the necessary prior learning before attempting this assessment.

☐Make sure your trainer/assessor clearly explained the assessment process and tasks to be completed.

☐Make sure you understand what evidence is required to be collected and how.

☐Make sure you know your rights and the Complaints and Appeal process.

☐Make sure you discuss any special needs or reasonable adjustments to be considered during the assessment (refer to the Reasonable Adjustments Strategy Matrix – Appendix A and negotiate these with your trainer/assessor).

☐Make sure that you have access to a computer and the internet (if you prefer to type the answers).

☐Make sure that you have all the required resources needed to complete this assessment task.

☐The due date of this assessment task is in accordance withyour timetable.

☐In exceptional (compelling and compassionate) circumstances, an extension to submit an assessment can be granted by the trainer/assessor.  Evidence of the compelling and compassionate circumstances must be provided together with your request for an extension to submit your assessment work.

☐The request for an extension to submit your assessment work must be made before the due date.

Section 2: Reasonable adjustments 
I confirm that I have reviewed the Reasonable Adjustments guidelines and criteria as provided in Appendix A and attached relevant evidenceas required and select the correct checkbox.

☐I do require reasonable adjustment

☐I do not require reasonable adjustment

Declaration (Student to complete)

☐I confirm that the purpose and procedure of this assessment taskhas been clearly explained to me.

☐I confirm that I have been consulted about any special needs I might have in relation to the assessment process.

☐ I confirm that the criteria used for this assessment has been discussed with me, as have the consequences and possible outcomes of this assessment.

☐I confirm I have accessed and understand the assessment information as provided in the Training Organisation’s Student Handbook.

☐I confirm I have been given fair notice of the date, time, venue and/or other arrangements for this assessment.

☐I confirm that I am ready for assessment.

 

Student Name: ______________________________________

 

Student Signature: ___________________________________

 

Assessment method-based instructions and guidelines: Knowledge Test

Assessment type

 

 

  • Written Questions

 

Instructions provided to the student:

 

Assessment task description:

 

·         This is the first (1) assessment task youmustsuccessfully complete to be deemed competent in this unit of competency.

·         The Knowledge Testis comprised of eight (8)written questions.

·         You must respond to all questions and submit them to your Trainer/Assessor.

·         You must answer all questions to the required level, e.g. provide an answer within the required word limit, to be deemed satisfactory in this task

·         You will receive your feedback within two (2) weeks, and you will be notified byyour Trainer/Assessor when your results are available.

 

 

Applicable conditions:

 

·         All knowledge tests are untimed and are conducted as open book assessment (this means you can refer to your textbook during the test).

·         You must read and respond to all questions.

·         You may handwrite/use a computer to answer the questions.

·         You must complete the task independently.

·         No marks or grades are allocated for this assessment task. The outcome of the task will be Satisfactory or Not Satisfactory.

·         As you complete this assessment task,you are predominately demonstrating your written skills and knowledge to your trainer/assessor.

 

 

Resubmissions and reattempts:

 

  • Where a student’s answers are deemed not satisfactory after the first attempt, a resubmission attempt will be allowed.
  • The student may speak to their trainer/assessor if they have any difficulty in completing this task and require reasonable adjustments.
  • For more information, please refer to the Training Organisation’sStudent Handbook.

 

 

Location:

 

  • This assessment task may be completed in:

 

☐a classroom

☐learning management system (i.e. Moodle),

☐workplace,

☐or an independent learning environment.

 

  • Your trainer/assessor will provide you withfurtherinformation regarding the location for completing this assessment task.

 

 

Instructions for answering the written questions:

 

·         Complete a written assessment consisting of a series of questions.

·         You will be required to answer all the questions correctly.

·         Do not start answering questions without understanding what is required. Read the questions carefully and critically analyse them for a few seconds; this will help you to identify what information is needed in the answer.

·         Your answers must demonstrate an understanding and application of the relevant concepts and critical thinking.

·         Be concise, to the point and write answers within the word-limit given to each question.Do not provide irrelevant information. Remember, quantity is not quality.

·         You must write your responses in your own words.

·         Use non-discriminatory language. The language used should not devalue, demean, or exclude individuals or groups based on attributes such as gender, disability, culture, race, religion, sexual preference or age. Gender-inclusive language should be used.

·         When you quote, paraphrase, summarise or copy information from other sources to write your answers or research yourwork, always acknowledge the source.

 

Purpose of the assessment

 

This assessment task is designed to analyse and lead organisational transformation and learning for strategic outcomeandknowledge regarding the following:

 

·         Knowledge ofcontent of and process for developing a change management strategy

·         Knowledge of key stakeholders involved in strategic change

·         Knowledge of organisational mission, purpose and values

·         Knowledge of strategic change risks and mitigation strategies including learning and communication processes

·         Knowledge of range of leadership styles

·         Knowledge of personal development planning methodologies

·         Knowledge of organisational transformation and the management of the stages of change.

Task instructions
·         This is an individual assessment.

·         To ensure your responses are satisfactory, consult a range of learning resources and other information such as handouts, textbooks, learner resources etc.

·         To be assessed as Satisfactory in this assessment task, all questions must be answeredcorrectly.

 

 

 

Assessment Task 1: Knowledge Test

 

Provide your response to each question in the box below.

 

Q1: Answer the following questions:

 

1.1. What is a change management strategy? Write your answer in 30-50 words.

1.2. Explain the process for developing and implementing a change management strategy in 250-300 words.

1.3. Discuss the key context of a change management strategy in 200-250 words.

 

Satisfactory response  
Yes

 

No

 

 
 

Answer- 1.1

 

A change management strategy is a plan or the strategy to make changes in the organisation so that there will be something different that can be done. This describes how the organisation needs to change in the things which are affected badly and the performance can be driven by the values in the organisation and this leads to change in the objective of the organisation(Cameron & Green 2019).

 

Answer 1.2

The process of developing and implementing changes is very important as this will need some steps to follow for the changes

 

1. There should be proper preparation for the changes in the organisation.

2.  There should be proper planning and vision that should be kept in mind for the changes.

3. Taking feedback from the employees and managers to know the credibility of the changes.

4. Implement the changes and changes should make within the company culture and practice(Cameron & Green 2019).

5. Review the changes and the progress which should be monitored.

 

Answer 1.3

 

The key is important for making the changes and management strategies so that they will be effective without any kind of malfunction of the organisation

 

1. Changes should be planned carefully

2. Changes are made in such a way that they are transparent.

3. Communicate the changes with the employees and the managers for their credibility.

4. There should be a roadmap for the changes so that organisations can adapt tothem.

5. Training should be given to employees whenever the changes took place.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Q2: Answer the following questions:

 

2.1. Explain the role of an organisation’s mission, vision and value statements. Write your answer in 100-150 words.

2.2. How does an organisation’s mission, vision and value statement impact modelling and cultivating collaborative thinking? Write your answer in 30-50 words.

 

Satisfactory response
Yes

 

No

 

Answer 2.1

 

The vision, values and mission statement of the organisation together make a great impact on the business model of the organisation and give the proper direction to all clients, customers and also stakeholders about the nature of the organisation. These statements help everyone to keep their focus on the objective and goals of the organisation and the steps taken in the direction of achieving these goals and objectives of the organisation(Taiwo & Lawal 2016).

 

The vision Statement provides an idea about the objective and goals of the organisation.

The mission statement provides the idea and purpose of the business.

The value statement provides and reflects the principles and ethics of the organisation.

 

Answer 2.2

 

An organisation’s vision, mission and vision statements help in providing the key point so that the focus of the organisation cannot get disturbed by any external or internal factors which may affect the organisation in future and help in working of the employees in a single direction(Taiwo & Lawal 2016).

 

 

 

 

 

 

 

 

 

 

Q3: Answer the following questions:

 

3.1. Outline the purpose of organisational objectives, plans and strategies. Write your answer in 100-150 words.

 

3.2. Explain the importance of organisational objectives, plans and strategies when managing change within the organisation. Write your answer in 50-70 words.

 

 

Satisfactory response
Yes

 

No

 

Answer 3.1

 

The purpose of the organisational objectives, plans and strategies are to determine the proper direction of the business or organisation. And also focuses on the efforts made by the employees to work in the same direction for the same goal. And this will ultimately help in the growth of the organisation(Wen, et al., 2019). And also, these statements are done so that there will help identify what is important for the organisation.

 

Answer 3.2

 

The organisational objective, plans and strategies help in managing the changes in such a way that changes are always necessary for the organisation to work more effectively and for its growth(Wen, et al., 2019), the objective always reminds the goal that the organisation want to achieve and always focuses on that goal while making changes within the organisation.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Q4: Answer the following questions:

 

4.1. Explain the following types of leadership styles:

a)    Laissez-Faire Leadership

b)    Democratic leadership

c)    Autocratic leadership

 

Write 50-70 words for each.

 

4.2. Which leadership style usually gets the best response when managing change within an organisation? Write your answer in 50-70 words.

 

Satisfactory response
Yes

 

No

 

Answer 4.1

 

a) Laissez-Faire Leadership: This is the kind of leadership in which leaders gives access to team members to use their creativity and innovative thinking and also the resources which are present without giving much or more instructions and guidance to the team members.

 

b) Democratic Leadership:  This kind of leadership is also known as participative leadership in this style of leadership team members have to participate in the project or decision-making process and all will give their opinions for the best outcome(Ocasio, et al., 2018).

 

c) Autocratic Leadership: This style of leadership in which leaders have full control in their hands and the decision-making process will be taken alone and the participation of team members is very less.

 

Answer 4.2

 

The most effective style of leadership for managing changes in the organisation is democratic leadership because(Ocasio, et al., 2018) this style of leadership will involve all the staff members of the organisation which helps in getting the opinions of all members and changes will do in according to those opinions.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Q5: Answer the following questions:

5.1. How can you identify the key stakeholders involved in the strategic change? Write your answer in 50-100 words.

5.2. Prepare a list of any five (5) key internal stakeholders to consult during change management.

 

Satisfactory response
Yes

 

No

 

 

 

 

 

 

Answer 5.1

 

The involvement of key stakeholders is important for the strategic changes as this can be identified through meetings that are done to discuss the strategic changes of the organisation. And also identifying surveys that took place in the organisation can the feedback changes that are recommended by the stakeholder are changed in the strategic plans(Monteagudo 2017).

 

Answer 5.2

 

1. Top management

2. Staff members

3. Managers

4. Resource Managers

5. Peers

 

 

 

 

 

 

 

 

 

 

 

 

Q6: Discuss four (4) strategic change risks in different phases of the change and mitigation strategies, including learning and communication processes you would implement to address them. Write your answer in 300-350 words. Satisfactory response
Yes

 

No

 

1. Preparation of changes: There is a risk of understanding the changes by the staff members and also questions arise about why these changes are required. For mitigation of the changes, there should be a proper meeting of staff members and make them understand the changes.

 

2. Guidance in changes: May lack an unclear vision of the changes. To mitigate this risk there should be a clear objective of the change in the mind.

 

3. Implementing changes: There may be issuesthat arise in communication and also management so for mitigating this there should be proper sessions before implementation of any strategic changes so that communication issues can be solved.

 

4. Monitoring of changes: There may be a lack of training and also no proper KPI set for the changes. For mitigating this there will be proper training given to the staff members and also set proper KPIs for the monitoring and reviewing of the changes(Monteagudo 2017).

 

The process of communication should be in the form of surveys and feedback and also follow-up meetings at the regular interval of time.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Q7: Answer the following questions:

7.1. What are personal development planning methodologies? Write your answer in 100-150 words.

7.2 Explain the different steps in a personal development planning methodology in 100-150 words.

Satisfactory response
Yes

 

No

 

 

Answer 7.1

 

The personal development methodology is a system or framework for the people who need to grow themselves to achieve their goals by integrating and emphasizing their skills and values. This is a pattern of actions that needs significant changes when they are mentored properly with the proper guidance.

 

 

Answer 7.2

 

The personal development planning methodology includes different steps in the process

 

1. Personal should recognise the need for growth and change that he wants.

2. There is a need to assess the situation and identify the contextual issues.

3. Decide the priorities of the values.

4.  Need to decide the clear goals so that there is a clear vision

5. Develop the plan which suits the best to the situation and goals (Day et al.,2016).

6. Implement the plan with proper planning.

7. Review and monitor the performance after implementation.

8. Make changes that are necessary for achieving the goals

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Q8: What are the four (4) four stages of transformational change in an organisation? How can these stages be managed? Write your answer in 200-250 words. Satisfactory response
Yes

 

No

 

The transformational changes that are required to change in the organisation because of the dynamic nature of the market changes and these changes are done which leads to completely reshaping the organisation’s processes and strategy that sometimes resulting in changes in the work culture of the organisation(Day et al.,2016).

 

The four stages of transformational changes are the reaction to the changes that are given by the staff members and stakeholders of the business stages are shock, anger, acceptance and commitment.

 

These stages can be managed by the proper planning and also by the proper communication through meetings that have to be taken before doing transformational changes that occur in the business or organisation in which they are properly communicated about the changes and also the needs of the changes why the changes are required and having the clear vision of the transformational changes will help in the proper management, these reactions can be handled properly and effectively.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  • Assessment Results Sheet
Outcome
First attempt:

 

Outcome (make sure to tick the correct checkbox):

 

Satisfactory (S) ☐ or Not Satisfactory (NS) ☐

 

Date: _______(day)/ _______(month)/ _______(year)

 

Feedback:

 

 

 

 

 

 

 

 

 

 

 

Second attempt:

 

Outcome (please make sure to tick the correct checkbox):

Satisfactory (S) ☐ or Not Satisfactory (NS) ☐

Date: _______(day)/ _______(month)/ _______(year)

Feedback:

 

 

 

 

 

 

 

Student Declaration ·         I declare that the answers I have provided are my own work.  Where I have accessed information from other sources, I have provided references and/or links to my sources.

·         I have kept a copy of all relevant notes and reference material that I used as part of my submission.

·         I have provided references for all sources where the information is not my own. I understand the consequences of falsifying documentation and plagiarism. I understand how the assessment is structured. Iaccept that the work I submit may be subject to verification to establish that it is my own.

·         I understand that if I disagree with the assessment outcome, I can appeal the assessment process, and either re-submit additional evidence undertake gap training and or have my submission re-assessed.

·         All appeal options have been explained to me.

 

Student Signature  

 

Date  

 

Trainer/Assessor Name SOFIA
Trainer/Assessor Declaration I hold:

 

☐ Vocational competencies at least to the level being delivered

☐ Current relevant industry skills

☐ Current knowledge and skills in VET, and undertake

☐Ongoing professional development in VET

 

I declare that I have conducted an assessment of this student’s submission. The assessment tasks were deemed current, sufficient, valid and reliable. I declare that I have conducted a fair, valid, reliable, and flexible assessment.  I have provided feedback to the student.

 

Trainer/Assessor Signature SOFIA
Date  

 

Office Use Only The outcome of this assessment has been entered into the Student Management System

 

on _________________ (insert date)

 

by (insert Name) __________________________________

 

 

 

 

 

 

 

Pre-Assessment Checklist: Task 2 –Skills Test

The purpose of this checklist
The pre-assessment checklist helps students determine if they are ready for assessment. The trainer/assessor must review the checklist with the student before the student attempts the assessment task. If any items of the checklist are incomplete or not clear to the student, the trainer/assessor must provide relevant information to the student to ensure they understand the requirements of the assessment task. The student must ensure they are ready for the assessment task before undertaking it.
Section 1: Information for Students
☐ Make sure you have completed the necessary prior learning before attempting this assessment.

☐ Make sure your trainer/assessor clearly explained the assessment process and tasks to be completed.

☐ Make sure you understand what evidence is required to be collected and how.

☐ Make sure you know your rights and the Complaints and Appeal process.

☐ Make sure you discuss any special needs or reasonable adjustments to be considered during the assessment (refer to the Reasonable Adjustments Strategy Matrix and negotiate these with your trainer/assessor).

☐ Make sure that you have access to a computer and the internet (if you prefer to type the answers).

☐ Make sure that you have all the required resources needed to complete this Assessment Task (AT).

☐ The due date of this assessment task is in accordance with your timetable.

☐ In exceptional (compelling and compassionate) circumstances, an extension to submit an assessment can be granted by the trainer/assessor.  Evidence of the compelling and compassionate circumstances must be provided together with your request for an extension to submit your assessment work.

☐The request for an extension to submit your assessment work must be made before the due date.

Section 2: Reasonable adjustments 
I confirm that I have reviewed the Reasonable Adjustments guidelines and criteria as provided in Appendix A and attached relevant evidenceas required and select the correct checkbox.

☐ I do require reasonable adjustment

☐I do not require reasonable adjustment

Declaration (Student to complete)

☐I confirm that the purpose and procedures of this assessment task has been clearly explained to me.

☐I confirm that I have been consulted about any special needs I might have in relation to the assessment process.

☐ I confirm that the criteria used for this assessment has been discussed with me, as have the consequences and possible outcomes of this assessment.

☐I confirm I have accessed and understand the assessment information as provided in the Training Organisation’s Student Handbook.

☐I confirm I have been given fair notice of the date, time, venue and/or other arrangements for this assessment.

☐I confirm that I am ready for assessment.

 

Student Name: ______________________________________

 

Student Signature: ___________________________________

 

Assessment method-based instructions and guidelines: Skills Test

Assessment type

 

 

  • Skills Test

 

Instructions provided to the student:

 

 

Assessment task description:

 

·         This is the second (2) assessment task you must successfully complete to be deemed competent in this unit of competency.

·         This assessment task is a skills test.

·         You are required tolead strategic transformation in this assessment task.

·         You will receive your feedback within two (2)weeks,and you will be notified by your trainer/assessor when your results are available.

·         You must attempt all activities of the project for your trainer/assessor to assess your competence in this assessment task.

 

 

 

Applicable conditions:

 

  • This skill test is untimed and is conducted as an open book assessment (this means you are able to refer to your textbook or other learner materials during the test).
  • You will be assessed independently on this assessment task.
  • No marks or grades are allocated for this assessment task. The outcome of the task will be Satisfactory or Not Satisfactory.
  • As you complete this assessment task, you are predominately demonstrating your skills, techniques and knowledge to your trainer/assessor.
  • Your trainer/assessor may ask you relevant questions during this assessment task

 

 

 

Resubmissions and reattempts:

 

  • Where a student’s answers are deemed not satisfactory after the first attempt, a resubmission attempt will be allowed.
  • The student may speak to their trainer/assessor if they have any difficulty in completing this task and require reasonable adjustments.
  • For more information, please refer to the Training Organisation’sStudent Handbook.

 

 

 

Location:

 

  • This assessment task may be completed in:

 

☐a classroom

☐learning management system (i.e. Moodle),

☐workplace,

☐simulated work environment,

☐or an independent learning environment.

 

  • Your Trainer/Assessor will provide you with further information regarding the location for completing this assessment task.

 

Purpose of the assessment

 

The purpose of this assessment task is to lead strategic transformation in a range of contexts and industry settings.

 

·         Skillstolead a strategic business transformation for an organisation or large work area on at least one occasion.

·         Skills to prepare to provide strategic leadership during a business change process

·         Skills to review strategic outcomes and incorporate feedback into leadership style..

Task instructions
·         This is an individual assessment.

·         To ensure your responses are satisfactory you should consult a range of learning resources and other information such as handouts, textbooks, learner resources etc.

·         Your writing must be concise, to the point, not provide irrelevant information and according to the word limit given.

·         You must write your responses in your own words.

·         You will be required to complete all parts of this assessment task.

Assessment environment
The assessment can be completed in one of the following assessment environments:

·         Online environment

·         Simulated environment/ Classroom environment

·         Workplace environment

 

 

 

 

Online Environment

 

Assessment task instructions

  • The purpose of this assessment task is toanalyse and lead organisational transformation and learning for strategic outcomes.
  • The training organisation must ensure that the online assessment environment is in accordance with the requirements specified.
  • The training organisation will assign a supervisor to the student.
  • The training organisation will provide the resources required to complete the assessment task.
  • The student must use the templates provided to document their responses.
  • The student must follow the word-limits specified in the templates.
  • The trainer/assessor must assess the student using the performance checklist provided.

 

Online environment requirements

Assessment task environment 

This assessment task will be completed in an online environment prepared by your training organisation.

All required resourcesto complete the assessment task will be discussed with the student before they commence the assessment. The online environment is very much like a learning environment where a student is able to practice, use and operate appropriate industrial equipment, techniques, practices under realistic workplace conditions.

Requirements for the onlineassessmentenvironment

The trainer/assessor will ensure that the onlineassessmentenvironment is set upto complete this assessment task.

The online environment consists of:

  • A learning management system where the student will be required to complete their job-related tasks and activities
  • The standard operating/workplace procedures related to the tasks and activities.
  • The trainer/assessor will provide the student with assistance throughout the assessment activity.

The online environment must meet the following criteria:

Opportunities for the student to: Yes/No/NA
Follow standard operating/workplace procedures  
Use up-to-date software and equipment  
Work within stated timelines to meet deadlines  
Gain experience in the challenges and complexities of dealing with multiple tasks  
Experience prioritising competing tasks and dealing with contingencies  
The environment to work with others in a team  
Online assessment environment sufficient to communicate, contribute and participate in tasks and activities.  
Assessment environment sufficient to work independently and manage workload  

 

Resources, tools, and equipment requirements

The following resources, tools and equipment required to complete the assessment task will be discussed with the student before they commence the assessment:

·         Workplace personnel/stakeholders to participate in the questioning session requires active participation in a range of creative thinking activities

o    Please refer to the roles and responsibilities section for more information

o    This should be organised by the training organisation either via, LMS, telephone conferences, video conferencing or anything of a similar nature

·         legislation, regulations and codes of practice relevant to business strategic change

·         workplace plans, mission statements, policies and procedures for strategic change.

Online assessment scenario 

You are required to manage resources according to analyse and lead organisational transformation and learning for strategic outcomes. You are required to read and understand a predetermined issue and/or situation and participate ina number ofassessment activities.

 

The following are the goals and objectives to complete this assessment task:

·         Prepare to undertake strategic change

·         Identify personal responsibilities in strategic transformation process according to task objectives

·         Develop strategic change strategy in collaboration with relevant stakeholders

·         Brief internal and external stakeholders of strategic change processes and intended outcomes

·         Establish communication channels for organisational personnel to contact management

·         Lead strategic change

·         Analyse and confirm capacity and competence of relevant individuals to contribute to change processes and plans

·         Identify and resolve risks in change management process

·         Develop learning and communication processes for addressing problems and risks arising during organisational change

·         Make changes to change management process according to risks and inform stakeholders of updates

·         Review strategic outcomes

·         Analyse impacts of leadership on change management process using self-reflection

·         Seek feedback on leadership during change management process from staff

·         Apply feedback to leadership style

A supervisor will be assigned to you by your training organisation. The supervisor can answer your questions related to understanding the requirements associated with the assessment task. The supervisor will act according to job role and responsibilities.

 

The supervisor can be your trainer or assessor or a different trainer or assessor or a staff member (including mentors) from the training organisation.

Roles and responsibilities

As part of your job role, you have the following job responsibilities:

·         Develops insights from experience to improve personal performance

·         Sources, evaluates and critiques ideas and information from a range of complex texts to assist with decisions, choices and to manage organisational requirements

·         Researches and prepares plans for relevant stakeholders incorporating appropriate vocabulary, grammatical structure and conventions

·         Expresses opinions and information and responds to other people’s views using language appropriate to audience

·         Identifies impact of own behaviour on others, reflecting on personal strengths and limitations and implementing strategies to regulate behaviour

·         Adapts personal communication style to build a positive working relationship and show respect for the opinions, values and particular needs of others

·         Develops plans to manage complex activities with strategic implications that involve a range of personnel with diverse skills, knowledge and experience

·         Systematically gathers and analyses relevant information and evaluates options to inform decisions with the potential to affect organisational outcomes

Task requirements

This assessment task requires you to analyse and lead organisational transformation and learning for strategic outcomes. The assessment activities are mentioned within the assessment task.

 

 

 

Simulated Environment

 

Assessment task instructions

  • The purpose of this assessment task is toanalyse and lead organisational transformation and learning for strategic outcomes.
  • The training organisation must ensure that the simulated assessment environment is in accordance with the requirements specified.
  • The training organisation will assign a supervisor to the student.
  • The training organisation will provide the resources required to complete the assessment task.
  • The student must use the templates provided to document their responses.
  • The student must follow the word-limits specified in the templates.
  • The trainer/assessor must assess the student using the performance checklist provided.

 

Simulated environment requirements

Assessment task environment 

This assessment task will be completed in a simulated environment prepared by your training organisation.

The simulated environment will provide you with all the required resources (such as the equipment and participants, etc.) to complete the assessment task. The simulated environment is very much like a learning environment where a student is able to practice, use and operate appropriate industrial equipment, techniques, practices under realistic workplace conditions.

Requirements for the simulated assessment environment

The trainer/assessor will ensure that the simulated assessment environment is sufficient to complete this assessment task.

The simulated environment consists of:

  • The training organisation as the workplace where the student will be required to complete their job-related tasks and activities
  • The standard operating/workplace procedures related to the training organisation
  • The trainer/assessor will provide the student with assistance throughout the assessment activity.

The simulated environment must meet the following criteria:

Opportunities for the student to: Yes/No/NA
Follow standard operating/workplace procedures  
Use up-to-date software and equipment  
Work within stated timelines to meet deadlines  
Gain experience in the challenges and complexities of dealing with multiple tasks  
Experience prioritising competing tasks and dealing with contingencies  
Simulated environment to work with others in a team  
Simulatedenvironmentsufficient to communicate, contribute and participate in tasks and activities.  
Simulated environment sufficient to work independently and manage workload  

 

Resources, tools, and equipment requirements

The following resources, tools and equipment will be made available by the training organisation at the simulated workplace to complete this assessment task:

·         Workplace personnel/stakeholders to participate in the questioning session requires active participation in a range of creative thinking activities

o    Please refer to the roles and responsibilities section for more information

·         legislation, regulations and codes of practice relevant to business strategic change

·         workplace plans, mission statements, policies and procedures for strategic change.

Simulated assessment scenario 

You are required to manage resources according to analyse and lead organisational transformation and learning for strategic outcomes. You are required to read and understand a predetermined issue and/or situation and participate ina number ofassessment activities.

 

The following are the goals and objectives to complete this assessment task:

·         Prepare to undertake strategic change

·         Identify personal responsibilities in strategic transformation process according to task objectives

·         Develop strategic change strategy in collaboration with relevant stakeholders

·         Brief internal and external stakeholders of strategic change processes and intended outcomes

·         Establish communication channels for organisational personnel to contact management

·         Lead strategic change

·         Analyse and confirm capacity and competence of relevant individuals to contribute to change processes and plans

·         Identify and resolve risks in change management process

·         Develop learning and communication processes for addressing problems and risks arising during organisational change

·         Make changes to change management process according to risks and inform stakeholders of updates

·         Review strategic outcomes

·         Analyse impacts of leadership on change management process using self-reflection

·         Seek feedback on leadership during change management process from staff

·         Apply feedback to leadership style

A supervisor will be assigned to you by your training organisation. The supervisor can answer your questions related to understanding the requirements associated with the assessment task. The supervisor will act according to job role and responsibilities.

The supervisor can be your trainer or assessor or a different trainer or assessor or a staff member (including mentors) from the training organisation.

Roles and responsibilities

As part of your job role, you have the following job responsibilities:

·         Develops insights from experience to improve personal performance

·         Sources, evaluates and critiques ideas and information from a range of complex texts to assist with decisions, choices and to manage organisational requirements

·         Researches and prepares plans for relevant stakeholders incorporating appropriate vocabulary, grammatical structure and conventions

·         Expresses opinions and information and responds to other people’s views using language appropriate to audience

·         Identifies impact of own behaviour on others, reflecting on personal strengths and limitations and implementing strategies to regulate behaviour

·         Adapts personal communication style to build a positive working relationship and show respect for the opinions, values and particular needs of others

·         Develops plans to manage complex activities with strategic implications that involve a range of personnel with diverse skills, knowledge and experience

·         Systematically gathers and analyses relevant information and evaluates options to inform decisions with the potential to affect organisational outcomes

Task requirements

This assessment task requires you to analyse and lead organisational transformation and learning for strategic outcomes. The assessment activities are mentioned within the assessment task.

 

Workplace Environment

 

Assessment task instructions

 

  • The purpose of this assessment task is toanalyse and lead organisational transformation and learning for strategic outcomes.
  • The training organisation must ensure that the workplace assessment environment is in accordance with the requirements specified.
  • The workplace will assign a supervisor to the student.
  • The trainer/assessor can also act as a supervisor to the student as well.
  • The workplace will provide the resources required to complete the assessment task.
  • The student must use the templates provided to document their responses.
  • The student must follow the word-limits specified in the templates.
  • The trainer/assessor must assess the student using the performance checklist provided.

 

Workplace requirements

Assessment task environment 

This assessment task will be completed in your workplace.

The requirements for the workplace environment

The assessment task can be completed in the workplace if the student is currently working or has access to a workplace meeting the assessment criteria.

The workplace must meet the following criteria:

Opportunities for students to: Yes/No/NA
Follow standard operating/workplace procedures  
Use up-to-date software and equipment  
Work within stated timelines to meet deadlines  
Gain experience in the challenges and complexities of dealing with multiple tasks  
Experience prioritising competing tasks and dealing with contingencies  
Workplace environment to work with others in a team  
Workplace environment to sufficient to communicate, contribute and participate in tasks and activities.  
Workplace sufficient to work independently and manage workload  

 

Resources, tools, and equipment requirements

The following resources, tools and equipment must be available at the workplace to complete this assessment task:

·         Workplace personnel/stakeholders to participate in the questioning session requires active participation in a range of creative thinking activities

o    Please refer to the roles and responsibilities section for more information

·         legislation, regulations and codes of practice relevant to business strategic change

·         workplace plans, mission statements, policies and procedures for strategic change.

Workplace scenario 

You are required to manage resources according to analyse and lead organisational transformation and learning for strategic outcomes. You are required to read and understand a predetermined issue and/or situation and participate ina number ofassessment activities.

 

The following are the goals and objectives to complete this assessment task:

·         Prepare to undertake strategic change

·         Identify personal responsibilities in strategic transformation process according to task objectives

·         Develop strategic change strategy in collaboration with relevant stakeholders

·         Brief internal and external stakeholders of strategic change processes and intended outcomes

·         Establish communication channels for organisational personnel to contact management

·         Lead strategic change

·         Analyse and confirm capacity and competence of relevant individuals to contribute to change processes and plans

·         Identify and resolve risks in change management process

·         Develop learning and communication processes for addressing problems and risks arising during organisational change

·         Make changes to change management process according to risks and inform stakeholders of updates

·         Review strategic outcomes

·         Analyse impacts of leadership on change management process using self-reflection

·         Seek feedback on leadership during change management process from staff

·         Apply feedback to leadership style

A supervisor will be assigned to you by your training organisation. The supervisor can answer your questions related to understanding the requirements associated with the assessment task. The supervisor will act according to job role and responsibilities.

The supervisor can be your trainer or assessor or a different trainer or assessor or a staff member (including mentors) from the training organisation.

Roles and responsibilities

As part of your job role, you have the following job responsibilities:

·         Develops insights from experience to improve personal performance

·         Sources, evaluates and critiques ideas and information from a range of complex texts to assist with decisions, choices and to manage organisational requirements

·         Researches and prepares plans for relevant stakeholders incorporating appropriate vocabulary, grammatical structure and conventions

·         Expresses opinions and information and responds to other people’s views using language appropriate to audience

·         Identifies impact of own behaviour on others, reflecting on personal strengths and limitations and implementing strategies to regulate behaviour

·         Adapts personal communication style to build a positive working relationship and show respect for the opinions, values and particular needs of others

·         Develops plans to manage complex activities with strategic implications that involve a range of personnel with diverse skills, knowledge and experience

·         Systematically gathers and analyses relevant information and evaluates options to inform decisions with the potential to affect organisational outcomes

Task requirements

This assessment task requires you to analyse and lead organisational transformation and learning for strategic outcomes. The assessment activities are mentioned within the assessment task.

 

 

 

 

 

Assessment Task 2: Skills Test

Skills Test: 

Introduction

“Online Media Solutions” is a marketing and web development business based in Melbourne, Australia. The business started operations in 2015 and has seen exponential growth since its establishment.

The business operates in the web service industry to offer superior and unique services to small businesses and institutions (B2B business model). Our experience and expertise in web sales and e-commerce give us the backing to provide solutions that are currently lacking in the market.

There is an all-time high demand for web development and marketing for small businesses with signs of rising further. Interestingly, few web developers have taken advantage of this opportunity, leaving the industry with no dominant participants.

The projects’ high costs and the focus on more prominent companies and institutions could contribute to why this market remains untapped. We will have a system that will reduce the project costs dramatically, allowing us to offer quality services at reduced costs.

Business plan

Business plan excerpt

Company details:

Company name: Online Media Solutions, Pty. Ltd

Company address: 2/10 Lawn court, Craigieburn, 3064, VIC

Mission

  • Provide best-in-class design services
  • Make a positive impact on our customer businesses
  • Be respected and admired by peers

Our vision

To provide best-in-class web design and development services in a simple, effective, and cost-effective manner to the target audience.

Goals and objectives

The goals and objectives of Online Media Solutions are as follow:

  • To create a company whose primary goal is to exceed customer expectations.
  • To develop a comprehensive and high-quality portfolio
  • To create a company whose primary goal is to exceed customer’s expectations

Keys to Success

  • We will offer quality web services to small businesses and institutions at affordable prices.
  • To build and tailor our services to small businesses.
  • Positioning as a viable solution alternate to more established brands

Services

We currently offer the followingservices to our clients:

  • Interface and Web Design
  • Graphics design
  • Website development
  • Domain and web hosting
  • Video editing
  • Blog development
  • Search engine optimization
  • E-commerce

Values

●      Quality service to our clients

●      Integrity & Accountability

●      Reliability

●      Quality

●      Innovation

●      Respect

Organizational structure and expertise

The foundation team has 30 team members. The business has three (3) departments:

●      IT department

●      Marketing department

●      Sales department

The finance and human resource work are outsourced.

All three (3) departments are managed by Managers who are experienced and experts in commercial web development and business-to-business sales. Further, the team members are well-experienced and have years of experience working for MNCs.

All the departmental managers report to the Operations.

Business model

“Online Media Solutions” is a full-service web solutions provider for businesses. The company offers services through the mode of its B2B engagements.

B2B services:

“Online Media Solutions” service portfolio includes Web Design, Graphics design, Website development, Domain and web hosting, 2d & 3d animation, Blog development, Search engine optimisation and E-commerce. The project cost will be estimated by the appropriate number of hours needed to complete the project.

The sales team will aggressively track prospective clients and sell the services provided for businesses.

Operational model and strategies

B2B engagements

Lead generation – Lead generation refers to creating and generating prospective consumer interest or inquiry into a business’s products or services. This will be done by building a database of prospective customers using social networks, business listings, internet search etc.

Sales pitch – A sales pitch is a line of talk that attempts to persuade someone or something with a planned sales presentation strategy of a product or service designed to initiate and close a product and service sale. Sales professionals prepare and give a sales pitch using the following methods:

  • Face to face meetings
  • E-mailing marketing contacts from the leads

 

 

Marketing plan

Marketing plan excerpt

The growth of the web and graphics design industry is huge. Over the last five years, it has grown almost by 30%. The web has become a tool for communicating, interaction and the growth of businesses.

Existing situation

‘Online Media Solutions’ has successfully established itself in the web development and marketing industry with signs of rising further.

‘Online Media Solutions’ implemented a system for cost reduction that reduced the project costs dramatically and helped us offer quality services at reduced costs.

We targeted the small businesses, assessed their needs and provided them with quality services at reduced costs.

Existing customers

The company focuses on small businesses and institutions that are looking to develop or upgrade their web presence.

Our service brings onboard any small business that needs an internet presence, but we concentrate more on those that need more details about their operations online.

Such companies most likely go for all or some of the following services:

•          A shopping cart or e-commerce.

•          Dynamic features and content.

•          Aggressive marketing of products online.

Market opportunity 

Opportunity

‘Online Media Solutions’ has successfully ventured into B2B engagements. Based on the analysis conducted, the organisation sees exponential growth in developing B2C products and selling them to customers.

These products include:

  • Web templates
  • CMS templates
  • Graphic templates
    • Brochure
    • Flyers
    • Business cards
  • Logo templates

Solution

We will target the develop quality products specified above and sell them to the end-users at reduced costs using the existing systems to reduce cost.

SWOT analysis

Strengths

  • Experience team
  • Market demand
  • Known market

Weaknesses

  • Highly competitive market
  • Low margin

Opportunity 

  • B2C engagement to sell web-based products

Threats 

  • Price wars
  • Market share of existing players

Competitor analysis

‘Online Media Solutions’ has an advantage over its competitors as there are not many competitors in the market that provide the products at such a reasonable cost.

Further, the organisation has a very good reputation in the market and well-established links that will help them venture into the B2C segment and successfully conduct its operations.

Target market segment strategy

We will focus our marketing efforts on attracting end-users and small businesses. We reached this decision after careful market analysis and identifying the needs of this market segment.

Marketing objectives

•          To generate 60-70% revenue from small businesses and institutions

•          To increase brand awareness in the market

•          To generate 20-30% revenue from the new market segment (B2C engagements)

Pricing Strategy

Online Media Solutions will establish a pricing system to guide our clients on the nature of the services and the corresponding prices. Since we will be dealing with a market segment that tries to reduce costs, we will charge our services on an hourly basis. It will make the clients understand the services that will most likely cost them more.

Expected costs,profitsand sales

As the organisational pricing strategy, Online Media Solutions will charge for itsproducts and services on an hourly basis.

Following are the expected costs associated with the production and delivery of its products and services:

•          Expected costs for its products and services:

o    Labour cost: $35/hour

o    Indirect costs: $40/hour

•          Net-profit targets: 35%

•          Expected time to develop its products: 10-15 hours.

 

Strategic business transformation

Strategic business transformation

“Online Media Solutions” is a full-service web solutions provider for businesses. The company offers services through the mode of its B2B engagements.

“Online Media Solutions” further want to venture into B2C engagement by selling its products. The products that the business will develop and sell to the end-users include:

  • Web templates
  • CMS templates
  • Graphic templates
    • Brochure
    • Flyers
    • Business cards
  • Logo templates

B2C Products

“Online Media Solutions” product portfolio includes Web Templates, CMS Templates, Graphics Templates, Brochures, Flyers, Business cards and Animated logo templates. The prices are typically listed on the online shop where customers can either take monthly subscription or pay per download as per need.

The business will have a database that will act as the repository for all the products.

Budget requirements for operating B2B engagements

Budget requirements for operating B2B engagements  
Start-up expenses  
Legal $2500
Stationery $1500
Insurance $2000
Website re-development $30000
Recruitment $10000
Software and hardware $25000
Marketing and advertisements $20000
Total Start-up expenses $96000
   
Start-up assets
Cash required $200000
Other current assets $25000
Long-term assets $250000
Total assets  $475000
   
Total requirements $571000

 

Operational model and strategies

The business will focus on B2C engagements along with the existing B2B engagements.

B2C engagements

The B2C engagement is primarily done through a dedicated online shop where customers can browse through the repository, select designs or templates or download. The steps in the process are as follow:

Key strategic metrics

  • Price
  • Quality
  • Network
  • Service
  • Relationship g
  • Customer-centric goals

Strategic initiatives

  • Attractive portfolio
  • Aggressive marketing
  • Excellent service
  • Service
  • Relationship
  • Customer-centric goals

 

 

Policies and procedures for strategic change

‘Online Media Solutions’ has a risk management plan in place to manage risks associated with strategic change or transformation.

Risk management plan excerpt

The organisation’s risk management plan is prepared in accordance with the ISO 31000 risk management framework.

Purpose of the Risk Management plan

The purpose of the risk management plan is to allow Online Media Solutions to identify and record potential risks.

The plan also allows mitigation strategies to be developed and tracked.

Risk strategy

‘In order to ensure that risks are identified in a consistent manner across the organisation, a “Risk Assessment Model” will be applied. This will rank the risks in priority order, and those risks considered important to track will be recorded on the “Summary of Risks”. Mitigation strategies will be developed, recorded and monitored on a monthly basis by the Operations Manager.  If new major risks are identified, these shall be recorded.  The “Summary of Risks” will be reported to the board on a weekly monthly basis.

The following diagram represents the process to be followed:

 

Risk matrix to be used:

The following risk matrix should be used to determine the priority of risks.

 

Your role and responsibilities

You are working as Operations Manager in ‘Online Media Solutions’. You report to the General Manager of the organisation.

The General Manager wants you to lead the strategic business transformation.

As part of your job role, you have the following responsibilities:

  • Identify personal responsibilities in the strategic transformation process and develop a strategic change strategy in collaboration with the departmental managers
  • Brief internal and external stakeholders of strategic change processes and intended outcomes and establish communication channels for organisational personnel to contact management
  • Analyse and confirm the capacity and competence of relevant individuals to contribute to change processes and plans
  • Identify and resolve risks in the change management process and develop learning and communication processes for addressing problems and risks arising during organisational change
  • Make changes to change management process according to risks and inform stakeholders of updates
  • Review strategic outcomesand incorporate feedback into leadership style.

 

Skills Test:

This assessment task requires you to demonstrate skills to lead a strategic business transformation for ‘Online Meda Solutions’.

In the course of the above, you must:

  • Prepare to provide strategic leadership during a business change process
  • Review strategic outcomes and incorporate feedback into leadership style.

To do so, you must complete the following activities:

  • Activity 1: Prepare to undertake strategic change
  • Activity 2: Lead strategic change
  • Activity 3: Review strategic outcomes and incorporate feedback into the leadership style

The roles and their responsibilities: Relationships with stakeholders such as staff members and General manager

The assessment task requires you to communicate with a number of organisational stakeholders. The main roles applicable to the assessment task includes:

Role number 1: General Manager: The General Manager is the individual who supervises or is in charge of the organisation. They belong toahigher rank or status. Their job role and responsibilities are:

  • Assign a team to you to complete the project
  • Assist you in understanding the task requirements
  • Provide you information about job roles and responsibilities
  • Supervise you completing the assessment task and requirements

Role number 2: Departmental Managers: The departmental managers (IT Manager, Marketing Manager and Sales Manager) are the student’s co-worker or workfellow. They are associates that the candidate works with. Their job role and responsibilities are:

  • Assist you in completing the project on time
  • Collaborate with you to develop a strategic change strategy
  • Participate in a healthy and open discussion

Note:

  • The trainer/assessor will take on the role of General Manager.
  • The trainer/assessor will assign the roles of team members for each activity.
  • Each student will be assessed individually for all assessment activities.

 

 

Timeframe to complete the project:

Two weeks (You have two weeks to complete the project)

Task requirements

  • You will be assessed on your technical knowledge and skills to complete this project
  • You will be assessed on working in a team environment and meeting your job role and responsibilities
  • You must follow the instructions provided by the General Manager.
  • All individuals must complete their role and assigned responsibilities and meet the specified deadlines
  • The task must be completed in the specified timeframe

 

Activity 1: Prepare to undertake strategic change

Description of the activity

This activity requires you to prepare to provide strategic leadership during a business change process.

To do so, you are required to complete the following two parts:

  • Part A: Develop a strategic change strategy
  • Part B: Brief internal and external stakeholders of strategic change processes and intended outcomes

Part A: Develop a strategic change strategy

This part of the activity requires you to collaborate with the following stakeholders and develop a strategic change strategy using ‘Template 1’.

  • IT Manager
  • Marketing Manager
  • Sales Manager

To do so, you are required to arrange a meeting with the above-given stakeholders.

 

Roles and responsibilities during the meeting:

Participants/stakeholders (IT Manager, Marketing Manager and Sales Manager)

  • The trainer/assessor will allocate the role of the above-given stakeholders to the students/staff members.
  • The participants of the meeting will collaborate with the student to develop a strategic change strategy.
  • The discussion will be conducted on the key topics of discussion given in ‘Template 1 – Strategic change strategy’.
  • The participants will provide feedback, opinions or views on the key topics of discussion.

Student (Operations Manager)

  • Express opinions and information on the key topics of discussion given in ‘Template 1 – Strategic change strategy’and respond to other people’s views using language appropriate to the audience.
  • Adapt personal communication style to build a positive working relationship and show respect for the opinions, values and particular needs of the participants

 

Before the meeting, the student is required to:

  • Create an agenda for the meeting that encourage the participants to discuss the key points given in the ‘Template 1 – Strategic change strategy’.
  • Identify personal responsibilities in the strategic transformation process according to task objectives (Refer to Strategic business transformation given in the case study) and document using ‘Template 1 – Strategic change strategy’.

During the meeting, you must:

  • Welcome the participants
  • Provide an introduction to the meeting’s purpose
  • Collaborate with them and discuss the key points given in the ‘Template 1 – Strategic change strategy’.
  • Provide an opportunity for discussion.
    • Listen and comprehend information from a variety of spoken exchanges with the participants of the meeting
    • Provide an opportunity for the audience to ask questions
    • Respond to questions.
    • Acknowledge and respond to differences in opinions.
  • Agree on the ‘Strategic change strategy’.

During the meeting, the stakeholders will:

  • Collaborate with the student to develop a strategic change strategy.
  • Provide feedback, opinions or views on the key topics of discussion.

Close the meeting:

  • Summarise the agreed outcomes using the meeting minutes template provided.
  • Complete ‘Template 1 – Strategic change strategy’.

After the meeting:

  • Complete ‘Template 1 – Strategic change strategy’.

 

 

Template 1 – Strategic change strategy/Change management process (1200-1500 words)

 

Introduction

Online Media Solution is a marketing and web development business. It is a web service industry that offers nice and efficient services to institutions and small businesses. It is based on B2B model, Online media solution provides solutions related to e-commerce and web sales. Online Media Solution provides services like Graphics design,

Domain and web hosting, blog development, etc. And now the company is looking forward to changing its strategic plans by trying to cover the B2C model with the B2B model. By providing services like CMS templates, graphic templates, logo templates, etc.

Project Sponsor/Operations Manager responsibilities

I have to identify my responsibilities in this transformation and make a strategic change by collaborating with the departmental managers.

Confirm and analyze the competence and capacity of individuals who can contribute to the changed plans and process (Tarigan, 2020).

Briefly explain the strategic changes process to the external and internal stakeholders.

Make changes in the strategies according to the potential risk and as per the suggestions of the stakeholders.

Review the outcomes of the strategy and provide feedback in leadership style (Tarigan, 2020).

 

Change Objectives and Principles

To capture the market which is based on the B2C model

To offer the quality of web products directly to the customer.

Tailor and build services directly to the customers.

To maintain a high-quality portfolio.

To provide web-based products to the customers at low and affordable costs.

Venture into B2C market and identify the main needs of the market (Sonenshein & Dholakia, 2012).

Change Plan Elements

The company sees exponential growth in B2C products and is now targeting this market to sell its products.

The company will sell its services and products on an hourly basis.

Want to sell products like WEB templates, business cards, flyers, graphic templates, etc

The company will establish a pricing system to guide the clients about the nature of services and prices.

Customers can buy their products through online shop.

 

The rationale for the change

Increase brand awareness and popularity

Generate high revenue

Generate approx. 30% revenue from the B2C segment

To meet the net profit targets for the company.

 

Key Stakeholder Analysis

According to the stakeholder analysis, there are signs for the company to rise.

There are opportunities for the company to penetrate the B2C segment.

According to them, there is a need to build strategies to compete in this highly competitive market.

 

Communication channels for organizational personnel to contact management

There can be various channels for communication channels like:

Video conferencing

E-mails

Phone calls

Messages

Formal interviews (Sonenshein & Dholakia, 2012).

 

Identify Change Elements

Focusing on B2C engagements

Generating an online shop for the customers so that they can select required services from it.

Provide services to the web templates, graphic templates, Anirnated logo templates.

The company will develop a database that will serve as a product repository.

 

Develop a Change Plan

There is a requirement to develop a change plan because the company needs to identify things like:

Existing situation

Market Opportunity

Market segment strategy

Pricing strategy, etc.

 

 

 

Actions Who When Performance Measures
Develop database It manager 12/07/2022 Analyze the data related to its working efficiency
Identify opportunities for marketing and demand for the product Marketing Manager 12/07/2022 Provide statical data related to the demand and opportunity.
Estimate the sales for the services Sales manager 12/07/2022 Provide a report related to the estimated sales.

 

Evaluation

The company has identified a performance area in the B2B segment and now the company is focusing to expand them in it accordingly.

Stakeholders have to collect the required information related to the task assigned to them.

The company will provide web-based services to the customers at a low cost.

 

Comments:

We will have to focus on the emerging needs of the market and according to it design our products. And before the there is a need to calculate some statical data related to the products that we are going to launch.

 

We will have to search for the strategies and identify the potential risks involved in the task.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part B: Brief internal and external stakeholders of strategic change processes and intended outcomes

This part of the activity requires you to brief internal and external stakeholders on strategic change processes and intended outcomes and request approval.

To do so, you are required to write an e-mail to the following internal and external stakeholders:

  • Internal Stakeholders:
    • General Manager
    • IT Manager
    • Marketing Manager
  • External Stakeholders
    • Investors (Any two)

 

Guidelines for writing the e-mail:

  • Ensure the text written in the e-mail is grammatically correct and free of errors.
  • Use business style writing.
  • Write an appropriate subject line.
  • The text must brief internal and external stakeholders on strategic change processes and intended outcomes and request approval.
  • Attach strategic change strategy/change management process (Template 1) to the e-mail.

 

To – Internal and External stakeholders

From- Operational manager

Date: 12/07/2022

Sir,

This e-mail is to inform, you all that we have developed a strategic plan as per the new changes that we are going to make in the business.

As you all know that we are going to expand our self in B2B sector as well. So for that, we have assigned you the task that you need to perform.

You can share your valuable suggestions related to this process and can provide your feedback or any recommended changes.

 

Activity 2: Lead strategic change

Description of the activity:

This activity is a continuation of Activity 1.

This activity requires you to lead strategic change. To do so, you are required to complete the following four (4) parts:

  • Part A: Analyse and confirm the capacity and competence of relevant individuals to contribute to change processes and plans
  • Part B: Identify and resolve risks in the change management process
  • Part C: Develop learning and communication processes for addressing problems and risks arising during organisational change
  • Part D: Make changes to change management process according to risks and inform stakeholders of updates

Part A: Analyse and confirm the capacity and competence of relevant individuals to contribute to change processes and plans

This part of the activity requires you to analyse and confirm the capacity and competence of the IT Manager and Marketing Manager to contribute to the change processes and plans (Prepared in Activity 1 – Part A).

To do so, you are required to:

  • Research and identify the roles and responsibilities, and competency requirements of the IT Manager and Marketing Manager in implementing Strategic business transformation (Given in the case study).
  • Consult with the IT Manager and Marketing Manager to confirm their competence in implementing ‘Strategic business transformation’.
    • Discuss the competence requirements and roles and responsibilities
  • Assess their competence and identify two (2) learning requirements based on the competence gaps.

 

  • Complete ‘Template 2’.

Note:IT Manager and Marketing Manager will be the same participants who participated in Activity 1 (Part A).

 

Solution

Roles and responsibilities

IT Manager – Make a database that will serve as a repository for the data.

Establish an online shop from where the customers can purchase the products.

Manage all the IT and computer systems.

Organize, plan, evaluate and control data related to electronic operations.

Manage the IT staff and provide them with required training.

Marketing Manager – Identify the demand for the product in the market.

Identify the strategies related to the marketing of the product.

Promote the business, services, and products.

Ensure the communication perspective of the company toward customers.

Manage marketing campaigns related to the department.

 

Role play

Operational manager – Good morning everyone, please have a seat.

Departmental managers – Good morning sir, thank you.

Operational manager -As you, all know that our company is expanding its segment TO B2C and will provide web-based services at low cost to the customers through the online shop.

So our work is to provide the required assistance in this project, and for that, we have developed a strategic plan that is shared with you and now we have to discuss the tasks that we have to perform.

Departmental manager –Okay, sir.

Operational manager to IT manager – So, you have to develop a database that will serve as a repository for the products.

And you will have to build an online shop so that the customers could buy our products from there.

IT manager – Sir but for this task I need some experienced people to assist me in this task.

Operational manager – We will provide you with whatever you want.

IT manager– Okay sir.

Operational manager to marketing manager – You have to identify the demands for the product and develop strategies related to the marketing of the product.

Marketing manager– Okay sir.

But I think that we should collect the information from a domestic and foreign sources. So, that we can get a broad picture related to the demand for the products.

Operational manager – Okay that sounds good.

Do you guys have any further questions?

Departmental managers– No sir.

Operational manager – Okay then thank you.

Departmental managers – Thank you, sir.

 

 

 

Learning requirements are based on the competence gaps.

 

For IT Manager – 1) He needs to provide essential training to the assistant staff.

2) He needs to develop his knowledge related to the assigned work.

 

For the Marketing manager –1) He needs to identify new methodologies related to a market survey.

2) Need to look for different sources to identify opportunities in the market.

 

 

 

 

 

 

 

Part B: Identify and resolve risks in the change management process

This part of the activity requires you to identify and resolve potential risks in the change management process.

To do so, you are required to conduct a risk assessment and document the outcomes using ‘Template 3: Risk assessment’.

To conduct the risk assessment, you need to:

  • Identify five (5) potential risks to change management.
  • Calculate risk rating and prioritize risks.
  • Mitigation strategies to resolve

 

 

 

Template 3: Risk assessment

 

Risk assessment
Five (5) potential risks to change management Risk assessment Risk priority Mitigation strategies to resolve risks
Likelihood Consequence Rating
 

Everyone is not comfortable with the changes

 

Medium

 

Delay in the implication of plan

 

3

 

Important

Tell everyone its advantages and tell them about its scope (Ho, et al., 2015).
 

Have to invest in some new technologies

 

 

 

 

Medium

 Have to invest in technologies whose efficiency is more than their cost of maintenance.  

 

3.5

 

 

Important

 

Research the technology well and then only invest in it.

Have to ensure the commitments from stakeholders  

Low

 

To ensure who is ready to

 

3.5

 

Important

Show them the project report of the plan and tell them its advantages so that they show their interest.
 

Risk related to budgeting

 

High

It can disrupt all the planning and goals  

4

 

Normal

Cross-check all the factors by conducting a meeting and providing high-quality staff for assistance (Ho, et al., 2015).

 

 

 

Misalignment in goals related to the project.

 

 

Low

Can distract our path and lead us in different direction

 

 

3

 

Important

Check all the consequences properly list them before and discuss them with everyone.

 

 

 

 

 

 

Part C: Develop learning and communication processes for addressing problems and risks arising during organisational change

This part of the activity is a continuation of part B of this activity.

This part of the activity requires you to develop learning and communication processes for addressing problems and risks (identified in part B of this activity) arising during organisational change.

You must develop learning and communication processes using ‘Template 4’.

To do so, you are required to:

  • Identify the problems and risks to be addressed (Based on the outcomes of part B of this activity)
  • Develop a learning and communication process for addressing each problem and risk arising during organisational change.
  • Complete ‘Template 4’.

 

 

Template 4: Learning and communication processes

Learning and communication processes
Problems and risks (Any five) Learning and communication processes to address the problems and risks (50-100 words each)
 

Misalignment in goals related to the project.

 

Provide them with proper training for whoever is performing this task.

Use face-to-face communication with everyone to discuss it so that the mistakes can be pointed out (Miller & Barbour 2014).

 

Risk related to budgeting

 

 

 

Provide them all the assistance and information related to the financial situation like notes, infographics, etc. This can be done through meetings or by sending any related document.

 

Have to ensure the commitments from stakeholders

 

 

 

 

 

 

 

Have to use communication skills to convince them and should get proper training for it.

 

Have to invest in some new technologies

 

 

 

 

 

Conduct research and go for a detailed discussion regarding this matter and proper training arrange workshops for the employees (Miller & Barbour 2014).

 

Everyone is not comfortable with the changes

 

Use communication skills and active listening; provide them training related to emotional intelligence so that they can control this attitude of being nervous.

Provide them training if required.

 

 

 

 

 

Part D: Make changes to change management process according to risks and inform stakeholders of updates

This part of the activity is a continuation of Part A – Part C of this activity.

This part of the activity requires you to:

  • Analyse the risks identified and mitigation strategies (Refer to outcomes of Part B)
  • Analyse the learning and communication process (Refer to outcomes of Part C)
  • Update the strategic change strategy/change management process developed in Activity 1 – Part A.
  • E-mail the updated strategic change strategy/change management process to the following stakeholders:
    • IT Manager
    • Marketing Manager
    • Sales Manager

Note: The trainer/assessor will provide the details regarding the e-mail addresses of the stakeholders.

Guidelines for writing the e-mail:

  • Ensure the text written in the e-mail is grammatically correct and free of errors.
  • Use business style writing.
  • Write an appropriate subject line.
  • The text must provide a summary of the attachment.
  • Attach updated strategic change strategy/change management process to the e-mail.

 

 

 

Introduction

Online Media Solution is a marketing and web development business. It is a web service industry that offers nice and efficient services to institutions and small businesses. It is based on B2B model, Online media solution provides solutions related to e-commerce and web sales. Online Media Solution provides services like Graphics design,

Domain and web hosting, blog development, etc. And now the company is looking forward to changing its strategic plans by trying to cover the B2C model with the B2B model. By providing services like CMS templates, graphic templates, logo templates, etc.

Project Sponsor/Operations Manager responsibilities

I have to identify my responsibilities in this transformation and make a strategic change by collaborating with the departmental managers.

Confirm and analyze the competence and capacity of individuals who can contribute to the changed plans and process.

Briefly explain the strategic changes process to the external and internal stakeholders.

Make changes in the strategies according to the potential risk and as per the suggestions of the stakeholders.

Review the outcomes of the strategy and provide feedback in leadership style.

 

Change Objectives and Principles

To capture the market which is based on the B2C model

To offer the quality of web products directly to the customer.

Tailor and build services directly to the customers.

To maintain a high-quality portfolio.

To provide web-based products to the customers at low and affordable costs.

Venture into B2C market and identify the main needs of the market (Ozguler, et al., 2016).

Change Plan Elements

We will have to convince the stakeholders

Look for the problems related to budgeting

Research for nice and efficient technologies

Assist while making a goal and remove misalignment.

 

The rationale for the change

To ensure that everybody shows their participation in the project with great efficiency.

To ensure that the technology that we will be going to use is sufficient enough.

To solve the matter of misalignment in budgeting

To ensure that the targeted goals are sufficient to meet the requirement of the project (Ozguler, et al., 2016).

Key Stakeholder Analysis

There are opportunities for the company to penetrate the B2C segment.

According to them, there is a need to build strategies to compete in this highly competitive market.

 

Communication channels for organizational personnel to contact management

There can be various channels for communication channels like:

Video conferencing

E-mails

Phone calls

Messages

Formal interviews.

 

Identify Change Elements

Look for managing risk elements

Look for division of work properly so that it could be completed with great efficiency.

Provide proper training to the employees if required.

 

 

 

 

Develop a Change Plan

There is a requirement to develop a change plan because the company needs to identify things like:

Existing situation

Ensure compatibility between employees

Manage Market segment strategy

Pricing strategy, goal alignment, etc.

 

 

 

Actions Who When Performance Measures
Check for efficient technologies IT Manager 13/07/2022 Analyze the efficient technology and check whether it’s sufficient enough so, as to increase the productivity of the company.
Assist them in preparing a proper budget Sales manager 13/07/2022 Provide statical and financial data related to the company to maintain its quality.
Communicate with the stakeholders to ensure their commitment Marketing Manager 13/07/2022 Use communication techniques and ensure that they provide valuable input and emphasize providing quality to the company as well as the customer.

 

 

 

 

 

Evaluation

There is a need to look for risk management and planning, to ensure efficient and satisfactory work in the company. For this, we will have to undertake various actions related to budget planning, alignment of goals, investing in proper technology, etc.

Comments:

We will have to focus on the emerging needs of the company and its employees. And to do this we have to set a plan for it.

 

We will have to implement the strategies so that the work could be completed efficiently.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

To – IT Manager, Marketing Manager, Sales manager

From – Operational manager

Date – 13/07/2022

Sub – Updated strategic plan

Hello,

This e-mail is to inform you all that to remove the risk factors evolved in the new project, have developed and updated a strategic plan that is attached with the e-mail so, you can go through it.

And can suggest any required changes.

 

 

 

Activity 3: Review strategic outcomes and incorporate feedback into the leadership style

This activity requires you to review strategic outcomes and incorporate feedback into your leadership style.

To do so, you are required to complete the following three (3) parts:

  • Part A: Self-evaluation
  • Part B: Feedback from the staff members
  • Part C: Incorporate feedback into the leadership style

Part A: Self-evaluation

This part of the activity requires you to self-evaluate your personal leadership style and analyse the impacts on the change management process.

You must complete ‘Template 5: Self-evaluation.

To do so, you are required to:

  • Identify your leadership style and document using ‘Template 5’.
  • Evaluate the strengths and weaknesses of your leadership style, considering their impact on the change management process. Document your analysis using ‘Template 5’.
  • Identify two (2) areas of improvement considering the weaknesses identified and document using ‘Template 5’.

 

 

Template 5: Self-evaluation

Self-evaluation
Leadership style
Transformational Leadership style- This type of leader looks out for some required transformation in the workplace. They encourage the employees and provide them suggestions to improve their skills and future goals.

They work in four major directions and i.e. Stimulation, inspiration, positive influence, valuing the individual (Zell, et al., 2020).

Strengths and weaknesses of your leadership style (Three each)
Strengths:

Posses good communication and understanding skills.

Understand the roles and responsibilities required of the job.

Try to focus on continuous improvement for improving self-efficiency.

 

Weaknesses:

Should focus on time management

Try to become more innovative and creative.

Should focus on emotional intelligence (Zell, et al., 2020).

 

Two (2) areas of improvement considering the weaknesses identified
 

Need to focus on improving time management

Should undertake some training to develop some innovative and creative thinking and skills.

 

 

 

 

Part B: Feedback from the staff members

This part of the activity requires you to seek feedback on leadership during the change management process from the following staff members:

  • IT Manager
  • Marketing Manager
  • Sales Manager

Note: The above-given staff members will be the same participants who participated in previous activities.

To seek feedback from the staff members, you are required to conduct an individual feedback session with each staff member.

During each feedback session, you are required to:

  • Discuss the following:
    • How effective is your leadership style?
    • Do I serve as a positive role model?
    • What are the key areas that I can improve my leadership style?
  • Document the feedback using ‘Template 6’.

 

 

 

Template 6: Feedback sessions

 

 

Outcomes of feedback sessions
Feedback session: Staff member 1

Name: Jack

Position: IT Manager

Feedback received
How effective is your leadership style?

You are a good and supportive leader, always guiding and motivating us with our work but sometimes I think that you should be a bit flexible while making decisions and sometimes need to communicate more effectively.

 

 

 

Do I serve as a positive role model? 

Yes, as you are punctual and dedicated to your work, it motivates us all to adopt these qualities from you. You always treat everybody equally and try to maintain transparency in the company.

 

 

 

What are the key areas that I can improve in my leadership style?

I think that you need to work on emotional intelligence because sometimes as an observer I have observed that some activities in the workplace effects you very much and due to this sometimes your decision-making process also gets impacted.

 

 

 

 

Feedback session: Staff member 2

Name: Leo

Position: Marketing Manager

Feedback received
How effective is your leadership style?

Your leadership style is effective because the decisions you make have always generated a positive impact on the working environment, you always help other people achieve their personal and professional goals and arrange proper training sessions for them whenever required.

 

 

Do I serve as a positive role model? 

Yes, you do serve as a positive role model we get inspired by you by seeing your dedication and work towards the organization.

But sometimes I think that somewhere you lack time management and it is very important for you to take care so that you can increase your efficiency up to an extinct.

Rather than this, you are a cooperative and supportive leader.

 

 

 

 

What are the key areas that I can improve in my personal leadership style?

 

You need to focus on time management because somewhere it is affecting your personal and professional life due to which sometimes you get annoyed of the work and this leads to a decrease in your efficiency.

 

 

 

 

 

 

 

 

 

Feedback session: Staff member 3

Name: Jackson

Position: Sales Manager

Feedback received
How effective is your leadership style?

You are a good and supportive leader, always guide and motivate us with our work and arrange proper training sessions for employees whenever required. but sometimes I think that you should be a bit flexible while making decisions and sometimes need to communicate more effectively.

 

 

Do I serve as a positive role model? 

Yes, you do serve as a positive role model, you are punctual and dedicated towards your work, and you are a cooperative and supportive leader, but sometimes I have noticed that your techniques are not that innovative so I will suggest you focus on developing your innovative and creative approach.

 

 

 

 

What are the key areas in that I can improve my leadership style?

Should focus on developing some innovative and creative approaches to deal with the problems and circumstances of the company. And this will increase your working efficiency.

And will help you in becoming a better version of yourself.

 

 

 

 

 

 

 

Part C: Incorporate feedback into the leadership style

This part of the activity is a continuation of Part B of this activity.

This part of the activity requires you to incorporate feedback into your personal leadership style.

To do so, you are required to:

  • Identify any three (3) areas of improvement considering the feedback received in Part B of this activity.
  • Discuss how would you incorporate or address each area of improvement in your leadership style.
  • Complete ‘Template 7’.

 

 

Template 7: Incorporate feedback into your leadership style

Incorporate feedback into your leadership style 
Areas of improvement (Any three) Strategies to incorporate or address each area of improvement in your leadership style. (50-100 words each)
 

 

Time management

 

 

 

For this, I will have to focus on auditing my time

After this, I will have to identify a deep zone for focus

I will have to observe my task thoroughly and write them down on paper.

And according to the time need to prioritize it. S that I can finish my entire task within that timeframe.

And initially, I think I need to attend some training sessions for this.

 

 

 

Develop an innovative and creative approach

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For this, I need to develop the habit of open communication

I will have to generate a willingness towards experimenting with something (Černe, et al., 2013).

and have to focus on some innovative strategies,

Read some case studies to develop my thinking skills

And should encourage brainstorming (Černe, et al., 2013).

 

 

 

 

 

 

 

 

Should focus on emotional intelligence

 

 

 

 

 

 

 

For this, I need to control my impulsive actions,

I will have to express my ideas and approach openly with everyone (Kotsou, et al., 2019).

Have to focus on some productive arguments and need to focus on social skills

And with all this, I need to attend some training sessions (Kotsou, et al., 2019).

 

 

 

 

 

 

 

 

Performance Criteria/Performance Checklist

Your task must address the following performance criteria/ performance checklist.

 

To be assessed as satisfactory (S) in this assessment task the participant needs to demonstrate competency in the following critical aspects of evidence S N/S Trainer/Assessor to complete

(Comment and feedback to students)

a)    Created an agenda for the meeting that encourage the participants. q     q  
b)    Identified personal responsibilities in the strategic transformation process according to task objectives q     q  
c)    Researched and identified the roles and responsibilities, and competency requirements of the IT Manager and Marketing Manager in implementing Strategic business transformation (Given in the case study). q     q  
d)    Consulted with the IT Manager and Marketing Manager to confirm their competence in implementing ‘Strategic business transformation’.

·         Discuss the competence requirements and roles and responsibilities

·         Assess their competence and identify two (2) learning requirements based on the competence gaps.

 

q     q  
e)    Identified the problems and risks to be addressed (Based on the outcomes of part B of this activity) q     q  
f)     Developed a learning and communication process for addressing each problem and risk arising during organisational change. q     q  
g)    Analysed the risks identified and mitigation strategies (Refer to outcomes of Part B) q     q  
h)   Analysed the learning and communication process (Refer to outcomes of Part C) q     q  
i)     Updated the strategic change strategy/change management process developed in Activity 1 – Part A. q     q  
j)     E-mailed the updated strategic change strategy/change management process to the following stakeholders:

·         IT Manager

·         Marketing Manager

·         Sales Manager

 

q     q  
k)    Identified any three (3) areas of improvement considering the feedback received in Part B of this activity. q     q  
l)     Discussed how would you incorporate or address each area of improvement in your leadership style. q     q  
 

The student’s performance was:

q   Not satisfactory

q   Satisfactory

Feedback to student:

 

 

 

Student signature  
Observer signature  

 

 

 

  • Assessment Results Sheet
Outcome
First attempt:

 

Outcome (make sure to tick the correct checkbox):

 

Satisfactory (S) ☐ or Not Satisfactory (NS) ☐

 

Date: _______(day)/ _______(month)/ ____________(year)

 

Feedback:

 

 

 

 

 

Second attempt:

 

Outcome (make sure to tick the correct checkbox):

 

Satisfactory (S) ☐ or Not Satisfactory (NS) ☐

 

Date: _______(day)/ _______(month)/ ____________(year)

Feedback:

 

 

 

 

 

 

Student Declaration ·         I declare that the answers I have provided are my own work.  Where I have accessed information from other sources, I have provided references and or links to my sources.

·         I have kept a copy of all relevant notes and reference material that I used as part of my submission.

·         I have provided references for all sources where the information is not my own. I understand the consequences of falsifying documentation and plagiarism. I understand how the assessment is structured. Iaccept that the work I submit may be subject to verification to establish that it is my own.

·         I understand that if I disagree with the assessment outcome, I can appeal the assessment process, and either re-submit additional evidence undertake gap training and or have my submission re-assessed.

·         All appeal options have been explained to me.

 

 

 

 

Student Signature  

 

Date  

 

Trainer/Assessor Name SOFIA
Trainer/Assessor Declaration I hold:

 

☐ Vocational competencies at least to the level being delivered

☐ Current relevant industry skills

☐ Current knowledge and skills in VET, and undertake

☐Ongoing professional development in VET

 

I declare that I have conducted an assessment of this student’s submission. The assessment tasks were deemed current, sufficient, valid and reliable. I declare that I have conducted a fair, valid, reliable, and flexible assessment.  I have provided feedback to the student.

 

Trainer/Assessor Signature SOFIA
Date  

 

Office Use Only The outcome of the assessment has been entered into the Student Management System

 

on _________________ (insert date)

 

by (insert Name) __________________________________

 

 

 

Appendix A: Reasonable Adjustments

 

Write (task name and number) where reasonable adjustments have been applied:

 

 

 

 

 

 

 

Reasonable Adjustments

 

•         Students with carer responsibilities, cultural or religious obligations, English as an additional language, disability etc. can request for reasonable adjustments.

•         Please note, academic standards of the unit/course will not be lowered to accommodate the needs of any student, but there is a requirement to be flexible about the way in which it is delivered or assessed.

•         The Disability Standards for Education requires institutions to take reasonable steps to enable the student with a disability to participate in education on the same basis as a student without a disability.

•         The trainer/assessor must complete the section below “Reasonable Adjustment Strategies Matrix” to ensure the explanation and correct strategy have been recorded and implemented.

•         The trainer/assessor must notify the administration/compliance and quality assurance department for any reasonable adjustments made.

•         All evidence and supplementary documentation must be submitted with the assessment pack to the administration/compliance and quality assurance department.

Reasonable Adjustment Strategies Matrix (Trainer/Assessor to complete)

 

Category Possible Issue Reasonable Adjustment Strategy

(select as applicable)

¨ LLN ¨ Speaking

¨ Reading

¨ Writing

¨ Confidence

¨ Verbal assessment

¨ Presentations

¨ Demonstration of a skill

¨ Use of diagrams

¨ Use of supporting documents such as wordlists

¨ Non-English Speaking Background ¨ Speaking

¨ Reading

¨ Writing

¨Cultural background

¨ Confidence

¨ Discuss with the student and supervisor (if applicable) whether language, literacy and numeracy are likely to impact on the assessment process

¨ Use methods that do not require a higher level of language or literacy than is required to perform the job role

¨ Use short sentences that do not contain large amounts of information

¨ Clarify information by rephrasing, confirm understanding

¨ Read any printed information to the student

¨ Use graphics, pictures and colour coding instead of, or to support, text

¨ Offer to write down, or have someone else write, oral responses given by the student

¨ Ensure that the time available to complete the assessment, while meeting enterprise requirements, takes account of the student’s needs

¨ Indigenous ¨ Knowledge and understanding

¨ Flexibility

¨ Services

¨ Inappropriate training and assessment

¨ Culturally appropriate training

¨ Explore understanding of concepts and practical application through oral assessment

¨ Flexible delivery

¨ Using group rather than individual assessments

¨ Assessment through completion of practical tasks in the field after demonstration of skills and knowledge.

¨ Age ¨ Educational background

¨ Limited study skills

¨ Make sure font size is not too small

¨ Trainer/Assessor should refer to the student’s experience

¨ Ensure that the time available to complete the assessment takes account of the student’s needs

¨ Provision of information or course materials in an accessible format.

¨ Changes in teaching practices, e.g. wearing an FM microphone to enable a student to hear lectures

¨ Supply of specialised equipment or services, e.g. a note-taker for a student who cannot write

¨ Changes in lecture schedules and arrangements, e.g. relocating classes to an accessible venue

¨ Changes to course design, e.g. substituting an assessment task

¨ Modifications to the physical environment, e.g. installing lever taps, building ramps, installing a lift

¨ Educational background ¨ Reading

¨ Writing

¨ Numeracy

¨ Limited study skills and/or learning strategies

¨ Discuss with the Student previous learning experience

¨ Ensure learning and assessment methods meet the student’s individual need

¨ Disability ¨ Speaking

¨ Reading

¨ Writing

¨ Numeracy

¨ Limited study skills and/or learning strategies

¨ Identify the issues

¨ Create a climate of support

¨ Ensure access to support that the student has agreed to

¨ Appropriately structure the assessment

¨ Provide information or course materials in an accessible format, e.g.  a textbook in braille

¨ Changes in teaching practices, e.g. wearing an FM microphone to enable a student to hear lectures

¨ Supply of specialised equipment or services, e.g. a note-taker for a student who cannot write

¨ Changes in lecture schedules and arrangements, e.g. relocating classes to an accessible venue

¨ Changes to course design, e.g. substituting an assessment task

¨ Modifications to the physical environment, e.g. installing lever taps, building ramps, installing a lift

Explanation of reasonable adjustments strategy used

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Trainer/Assessor Name SOFIA
Trainer/Assessor Declaration  

I declare that I have attached all relevant evidence to provide reasonable adjustment. The training package guidelines and criteria have not been compromised in the process of providing reasonable adjustment to the student. I declare that I have conducted a fair, valid, reliable, and flexible assessment.  I have provided explanation of reasonable adjustments strategy used, as required.

 

Trainer/Assessor Signature SOFIA
Date  

09 June, 2022

 

 

 

Appendix B: Learner Evaluation Form

Please complete thisevaluationform as thoroughly as you can, in order for us to continuously improve our training quality. The purpose of the evaluation form is to evaluate the areas below:

 

  • logistics and support
  • facilitation
  • training material
  • assessment

 

Your honest and detailed input is therefore, of great value to us, and we appreciate your assistance in completing this evaluation form!

 

Unit of Competency Name  

 

Trainer/Assessor Name SOFIA
StudentName (Optional)   

 

 

 

Dates of Training  
Employer/Work site (if applicable)  

 

Date of Evaluation  
A Logistics and Support Evaluation
No. Criteria/Question Strongly Disagree Disagree Neutral Agree Strongly Agree
1 The communication regarding the required attendance and time to study to pass this unit was correct          
2 The staff wereefficient and helpful.          
3 The training equipment and material used was effective and prepared.          
4 The training venue was conducive to learning (set-up for convenience of students, comfortable in terms of temperature, etc.)          
 

Additional Comments on Logistics and Support

 

 

 

 

 

 

 

 

 

 

 

 

 

No. Criteria/Question Strongly Disagree Disagree Neutral Agree Strongly Agree
B Trainer/Assessor Evaluation
1 The trainer/assessor was prepared and knowledgeable on the subject of theprogram          
2 The trainer/assessor encouraged student participation and input          
3 The trainer/assessor made use of a variety of methods, exercises, activities and discussions          
4 The trainer/assessor used the material in a structured and effective manner          
5 The trainer/assessor was approachable and respectful of the learners          
6 The trainer/assessor was punctual and kept to the schedule          
7 The trainer/assessor was easy to understand and used the correct language          
 

Additional Comments on Training

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

No. Criteria/Question Strongly Disagree Disagree Neutral Agree Strongly Agree
C Learning Evaluation
1 The learning outcomes of the unit are relevant and suitable.          
2 The content of the unit was relevant and suitable for the target group.          
3 The length of the training was suitable for the unit.          
4 The learning material assisted in the learning of new knowledge and skills to apply in a practical manner.          
5 The learning material was free from spelling and grammar errors          
6 Handouts and exercises were clear, concise and relevant to the outcomes and content.          
7 Learning material was generally of a high standard, and user-friendly          
Additional Comments on Learning Evaluation
 

 

 

 

 

 

 

 

 

 

 

 

 

References

 

Cameron, E., & Green, M. (2019). Making sense of change management: A complete guide to the models, tools and techniques of organizational change. Kogan Page Publishers.

 

Černe, M., Jaklič, M., & Škerlavaj, M. (2013). Authentic leadership, creativity, and innovation: A multilevel perspective. Leadership9(1), 63-85.

 

Day, C., Gu, Q., & Sammons, P. (2016). The impact of leadership on student outcomes: How successful school leaders use transformational and instructional strategies to make a difference. Educational administration quarterly52(2), 221-258.

 

González Monteagudo, J. (2017). Biographical-narrative Methodologies for Adult Education. Between Personal Development and Critical Reflection. Culture, Biography and Lifelong Learning, 3 (2), 45-65.

 

Ho, W., Zheng, T., Yildiz, H., & Talluri, S. (2015). Supply chain risk management: a literature review. International Journal of Production Research53(16), 5031-5069.

 

Kotsou, I., Mikolajczak, M., Heeren, A., Grégoire, J., & Leys, C. (2019). Improving emotional intelligence: A systematic review of existing work and future challenges. Emotion Review11(2), 151-165.

 

Miller, K., & Barbour, J. (2014). Organizational communication: Approaches and processes. Cengage Learning.

 

Ocasio, W., Laamanen, T., &Vaara, E. (2018). Communication and attention dynamics: An attention‐based view of strategic change. Strategic Management Journal39(1), 155-167.

 

Ozguler, I. S. (2016). Increase the projects’ success rate through developing multi-cultural project management process. Procedia-Social and Behavioral Sciences226, 236-242.

 

Sonenshein, S., & Dholakia, U. (2012). Explaining employee engagement with strategic change implementation: A meaning-making approach. Organization Science23(1), 1-23.

 

Taiwo, A. A., & Lawal, F. A. (2016). Vision and mission in organization: Myth or heuristic device?. The International Journal of Business & Management4(3).

 

Tarigan, Z. J. H. (2020). The Role of Consultant Knowledge, Top Management Support, and Operational Manager Competence to the Company Performance (Doctoral dissertation, EDP Sciences).

 

Wen, T. B., Ho, T. C., Kelana, B. W. Y., Othman, R., & Syed, O. R. (2019). Leadership styles in influencing employees’ job performances. International Journal of Academic Research in Business and Social Sciences9(9), 55-65.

 

Zell, E., Strickhouser, J. E., Sedikides, C., & Alicke, M. D. (2020). The better-than-average effect in comparative self-evaluation: A comprehensive review and meta-analysis. Psychological Bulletin146(2), 118.