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Leading Organizational Change and Innovation

Student Assessment Tasks

Lead and manage organisational change

and

Manage innovation and continuous improvement

Cluster

Table of Contents

Table of Contents                                                                                            2

Assessment Information                                                                                   3

Assessment Instructions                                                                                   5

Assessment Task 1: Written Questions                                                              6

Assessment Task 1 Instructions                                                                        8

Assessment Task 1 Checklist                                                                          11

Assessment Task 2: Change management plan project                                    12

Assessment Task 2 Instructions                                                                      14

Assessment Task 2 Checklist                                                                          20

Assessment Task 3: Change management presentation project                        23

Assessment Task 3 Instructions                                                                      25

Assessment Task 3 Checklist                                                                          29

Assessment Task 4: Implement change management plan project                     31

Assessment Task 4 Instructions                                                                      33

Assessment Task 4 Checklist                                                                          35

Assessment Task 5: Evaluate and review change management plan project      36

Assessment Task 5 Instructions                                                                      37

Assessment Task 5 Checklist                                                                          39

Assessment Information

The assessment tasks for the BSBMGT608 Manage innovation and continuous improvement BSBINN601 Lead and manage organisational change Cluster are included in this Student Assessment Tasks booklet and outlined in the assessment plan below.

To be assessed as competent for this unit, you must complete all of the assessment tasks satisfactorily. 

Assessment Plan

Assessment TaskOverview
1. Written questionsYou must correctly answer all questions.
2. Change management plan projectYou must develop a briefing report for management on change management strategies, meet with the CEO, and then develop a change management project plan and a communication and education plan.
3. Change management presentationYou must prepare for and conduct a presentation about changes for staff.
4. Change management implementation projectYou must implement change management plan activities, then evaluate and review your change management project plan.
5. Change management plan review and evaluation projectYou must write a change management review and evaluate an unsuccessful activity.

Assessment Preparation

Please read through this assessment thoroughly before beginning any tasks. Ask your assessor for clarification if you have any questions at all.

When you have read and understood this unit’s assessment tasks, upload your answer file/s into Moodle. You will receive feedback from your assessor via Moodle.

Keep a copy of all of your work, as the work submitted to your assessor will not be returned to you.

Assessment appeals

If you do not agree with an assessment decision, you can make an assessment appeal as per your RTO’s assessment appeals process.

You have the right to appeal the outcome of assessment decisions if they feel they have been dealt with unfairly or have other appropriate grounds for an appeal.

Naming electronic documents

It is important that you name the documents that you create for this Assessment Task in a logical manner.

Each should include:

  • Course identification code
  • Assessment Task number
  • Document title (if appropriate)
  • Student name
  • Date it was created

For example, BSBINN601/BSBMGT608 AT2.2 Draft Briefing Report Joan Smith 20/11/20

Additional Resources

You will be provided with the following resources before you begin each Assessment Task.

Assessment Task 2

  • Briefing Report Template
  • Recruitment, Selection and Induction Policy and Procedures
  • Termination Policy and Procedures
  • Change Management Briefing Report Template
  • Change Management Plan Template
  • Communication and Education Plan Template

Assessment Task 4

  • Human Resources Brief Template

Assessment Task 5

  • Staff Survey Results
  • Change Management Review Template
  • Implementation Report Template

Assessment Instructions

Each assessment task in this booklet consists of the following:

Assessment Task Cover Sheet

Before downloading your assessment from Moodle, you must read and understand Student Assessment Agreement. When you have read, understood and completed this unit’s assessment tasks, you need to tick (ü) the checkbox to accept the submission statement (Student Assessment Agreement & Student Declaration) before uploading student Assessment answer file/s. You must click Save Changes on Moodle to complete the submission process.

You will also receive feedback from your assessor via Moodle. The Assessment Task will be marked as Satisfactory (S) or Not Satisfactory (NS). If your work has been assessed as being not satisfactory, your assessor will upload feedback file into Moodle explaining reasons why. Your assessor will also discuss this verbally with you and provide advice on re-assessment opportunities as per.

Our RTO’s re-assessment policy.

Depending on the task, this may include

  • resubmitting incorrect answers to questions (such as short answer questions and case studies)
  • resubmitting part or all of a project, depending on how the error impacts on the total outcome of the task
  • redoing a role play after being provided with appropriate feedback about your performance
  • being observed a second (or third time) undertaking any tasks/activities that were not satisfactorily completed the first time, after being provided with appropriate feedback.

Assessment Task Information

This gives you:

  • a summary of the assessment task
  • information on the resources to be used
  • submission requirements
  • re-submission opportunities if required

Assessment Task Instructions

These give questions to answer or tasks which are to be completed.

Your answers need to be typed up using software as indicated in the Assessment Task Instructions.

Copy and paste each task’s instructions into a new document and use this as the basis for your assessment task submission. Include this document’s header and footer.

If you are submitting electronically, give the document a file name that includes the unit identification number, the task number, your name and the date.

Checklist

This will be used by your assessor to mark your assessment. Read through this as part of your preparation before beginning the assessment task. It will give you a good idea of what your assessor will be looking for when marking your responses.

Assessment Task 1: Written Questions

Task summary

This is an open book test, to be completed in the classroom.

A time limit of 1 hour to answer the questions is provided.

You need to answer all of the written questions correctly.

Your answers must be word processed and sent to the assessor as an email attachment. 

Required

  • Access to textbooks/other learning materials
  • Computer and Microsoft Office
  • Access to the internet

Timing

Your assessor will advise you of the due date of this assessment.

Submit

  • Answers to all questions

Assessment criteria

All questions must be answered correctly in order for you to be assessed as having completed the task satisfactorily.

Re-submission opportunities

You will be provided feedback on their performance by the Assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.

If any parts of the task are not satisfactorily completed, the assessor will explain why, and provide you written feedback along with guidance on what you must undertake to demonstrate satisfactory performance. Re-assessment attempt(s) will be arranged at a later time and date.

You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with unfairly or have other appropriate grounds for an appeal.

You are encouraged to consult with the assessor prior to attempting this task if you do not understand any part of this task or if you have any learning issues or needs that may hinder you when attempting any part of the assessment.

Written answer question guidance

The following written questions use a range of “instructional words” such as “identify” or “explain”, which tell you how you should answer the question. Use the definitions below to assist you to provide the type of response expected.

Note that the following guidance is the minimum level of response required.

Analyse – when a question asks you to analyse something, you should do so in detail, and identify important points and key features. Generally, you are expected to write a response one or two paragraphs long.

Compare – when a question asks you to compare something, you will need to show how two or more things are similar, ensuring that you also indicate the relevance of the consequences. Generally, you are expected to write a response one or two paragraphs long.

Contrast – when a question asks you to contrast something, you will need to show how two or more things are different, ensuring you indicate the relevance or the consequences. Generally, you are expected to write a response one or two paragraphs long.

Discuss – when a question asks you to discuss something, you are required to point out important issues or features and express some form of critical judgement. Generally, you are expected to write a response one or two paragraphs long.

Describe – when a question asks you to describe something, you should state the most noticeable qualities or features. Generally, you are expected to write a response two or three sentences long.

Evaluate – when a question asks you to evaluate something, you should put forward arguments for and against something. Generally, you are expected to write a response one or two paragraphs long.

Examine – when a question asks you to examine something, this is similar to “analyse”, where you should provide a detailed response with key points and features and provide critical analysis. Generally, you are expected to write a response one or two paragraphs long.

Explain – when a question asks you to explain something, you should make clear how or why something happened or the way it is. Generally, you are expected to write a response two or three sentences long.

Identify – when a question asks you to identify something, this means that you are asked to briefly describe the required information. Generally, you are expected to write a response two or three sentences long.

List – when a question asks you to list something, this means that you are asked to briefly state information in a list format.

Outline – when a question asks you to outline something, this means giving only the main points, Generally, you are expected to write a response a few sentences long.

Summarise – when a question asks you to summarise something, this means (like “outline”) only giving the main points. Generally, you are expected to write a response a few sentences long.

Assessment Task 1 Instructions

Provide answers to all of the questions below:

  1. Explain the key phases of a change management process.
  • Explain three reasons why an organisation might initiate change.
  • Explain force-field analysis as a model for understanding the change process
  • Explain the key premises of the Burke & Litwin organisational change model and its application to the change process.
  • Discuss the purpose of Kotter’s 8-step change model and the steps involved. Explain each of the steps involved.
  • Explain two strategies that can be used to effectively communicate and embed change during an organisational change process.
  • Explain how external environment can impact on change strategies.
  • Explain the importance of a participative management style when implementing organisation change.
  • Explain two aspects of organisational behaviours that can impact on organisational change.
  1. Describe five components that may be included as part of a change management plan.
  1. Explain three reasons why individuals or groups within an organisation may resist change. Include at least one suggestion of how resistance can be overcome for each of the areas you identify.
  1. Discuss at least three barriers to organisational change.
  1. Discuss at least two strategies to address barriers to organisational change.
  1. Outline two methods for conducting cost-benefit analysis.
  1. Describe two creativity theories and their application to workplace innovation.
  1. Describe the diffusion of innovation theory and why a manager implementing an innovation may find this theory useful.
  1. Outline the concept of a learning organisation.
  1. Explain the concept of shared vision as an important organisational learning principle.
  1. Explain the concept of team learning as an important organisational learning principle.
  • Identify and discuss in detail five quality management and continuous improvement theories.
  • Discuss the implications for businesses of Kotter’s 8-Step change model for transformational change.
  • Explain the purpose of the ISO 9000 Standards for Quality Management and the standards that are included.
  • Describe the concept of risk as identified in the Australia/New Zealand Standard for Risk Management (AS/NZS ISO 31000:2009).
  • Describe the concept of risk management and outline the factors that make a risk management system successful and the factors that may inhibit effective risk management.
  • In your own words, describe the seven steps in the risk management process as outlined in AS/NZS ISO 31000:2009.
  • Identify and outline three different sustainability practices common in Australian workplaces.

Assessment Task 1 Checklist


Student’s name:
Did the student provide a sufficient and clear answer that addresses the suggested answer for the following?Satisfactory performanceComments
YesNo
Question 1   
Question 2   
Question 3   
Question 4   
Question 5   
Question 6   
Question 7   
Question 8   
Question 9   
Question 10   
Question 11   
Question 12   
Question 13   
Question 14   
Question 15   
Question 16   
Question 17   
Question 18   
Question 19   
Question 20   
Question 21   
Question 22   
Question 23   
Question 24   
Question 25   
Question 26   
Task Outcome:Satisfactory   ¨Not Satisfactory   ¨
Assessor signature 
Assessor name 
Date 

Assessment Task 2: Change management plan project

Task summary

You are required, in the role of Operations Manager, to prepare a briefing report to assist in guiding change at a case study company. You will then meet with the CEO to discuss the company’s change management requirements. You will then be required to develop a Change Management Plan, as well as a Communication and Education Plan.  

This assessment is to be completed in the simulated work environment in the RTO.

Required

  • Answer all questions
  • Computer with Microsoft Office and access to the internet
  • Recruitment, Selection and Induction Policy and Procedures
  • Termination Policy and Procedures
  • Change Management Briefing Report Template
  • Change Management Plan Template
  • Communication and Education Plan Template.
  • Meeting space
  • Roleplay participant (assessor)

Timing

Your assessor will advise you of the due date of these submissions.

Submit

  • Email with change management briefing report attached.
  • Email with draft change management plan and draft communication and education plan attached
  • Email with updated change management plan and updated communication and education plan attached

Assessment criteria

For your performance to be deemed satisfactory in this assessment task, you must satisfactorily address all of the assessment criteria. If part of this task is not satisfactorily completed, you will be asked to complete further assessment to demonstrate competence.

Re-submission opportunities

You will be provided feedback on their performance by the Assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.

If any parts of the task are not satisfactorily completed, the assessor will explain why, and provide you written feedback along with guidance on what you must undertake to demonstrate satisfactory performance. Re-assessment attempt(s) will be arranged at a later time and date.

You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with unfairly or have other appropriate grounds for an appeal.

You are encouraged to consult with the assessor prior to attempting this task if you do not understand any part of this task or if you have any learning issues or needs that may hinder you when attempting any part of the assessment.

Assessment Task 2 Instructions

Carefully read the following:

Samson Media is a publisher of several upmarket fashion magazines. It has strong links with a number of high profile fashion houses whose products are featured in the magazines, and also provide a significant source of advertising revenue. Readers of the magazines are predominantly 35 – 54-year-old women.

Readership has fallen over the last two years. This is due in the most part to competition from a range of other fashion magazines and consumers switching to digital media. Due to the decline in readership, profits have also fallen by 20% in the last year and there has also been a decrease in the share price.

As a consequence, the new CEO, Amir Johnson, has been appointed. Amir was the former Marketing Director for a well-known successful media business that included a national newspaper, magazines and a subscription television channel. Those publications are focused mainly on sport and celebrity gossip. It is able to undercut its competitors with low prices, enabled by a ruthless approach to achieving high levels of efficiency.

Amir and his team of Managers have developed a Strategic Plan that includes the following objectives.

  • Increase return on capital to 8% within 2 years.
  • Enact a transformational change of the company that will convert all magazines to a digital format.
  • Close the printing and distribution site.
  • Achieve cost efficiencies through relocating the head office to a smaller office.
  • Restructure head office staff through moving to a smaller core of permanent staff and more contract staff.

It is intended that the new digital magazines will have the following features:

  • Focus on health and beauty, fashion and celebrity gossip.
  • Some free content but full access available only on a subscription basis.
  • Additional features available to subscribers such as video clips, podcasts and discussion

Current staff information is as follows. All staff are full-time permanent staff and their total salary costs per annum to Samson Media are also included below.

  • General Manager: $200,000
  • Finance Manager: $150,000
  • Marketing Manager: $150,000
  • Online Marketing Coordinator: $120,000
  • Customer service manager: $100,000
  • Customer service assistant: $50,000
  • Human Resources Manager: $110,000
  • Editor: $85,000
  • Art Editor: $80,000
  • Journalists (3): $270,000 (total salary costs for each journalist is $90,000)
  • Graphic designers (2): $240,000 (total salary costs for each journalist is $80,000)
  • Editing Assistant (2): $120,000 (total salary costs for each assistance is $60,000)
  • Photographer (2): $150,000 (total salary costs for each assistance is $75,000)
  • Senior Designer (2): $260,000 (total salary costs for each journalist is $120,000)
  • Senior Production Controller: $95,000
  • Printing and distribution (20 staff): Total $1,000,000
  •  

The current office rent is $500,000 per annum. The cost of running the printing and distribution site, plus the staff costs is approximately 4 million per annum. It has been identified that, given the change to the new medium of publication, it will be an immediate priority to shut down the site and make the printing staff redundant.

Employment contracts are in place for all staff members employed in Head Office. Printing and distribution workers are employed under an award. The CEO has indicated that he is interested in moving towards an enterprise agreement arrangement for all remaining staff and would like to have this reviewed as part of the change management process.

Current human resources policies and procedure include a recruitment, selection and induction policy and procedure and a termination policy and procedure. There is an ad-hoc performance review process in place which occurs as issues arise. There are no formal processes for training needs analysis or professional development.

As the General Manager, you have been asked to lead the development and implementation of the change management plan, with the first step being to consult with an organisational change expert to discuss issues and strategies for change management for the company.

It is anticipated that, while there will be some cost savings in making the change, there will also be costs involved including:

  • Redundancies: anticipated cost is $300,000
  • Upskilling staff: $100,000
  • Consulting with experts: $100,000
  • Communication throughout change with key stakeholders: $100,000

Complete the following activities:

  1. Research best practice change management strategies

Thoroughly review the case study information provided above. Analyse the company’s organisational objectives and consider the strategic changes needs that will need to occur based on strategic objectives.

Analyse the company’s performance and variance from plans for key result areas of the organisation

Review Samson Media’s current human resources policy and procedures, their strategic objectives and the need for change. In the light of the changes required to the organisation, consider changes that may need to be made to the human resources policies and procedures. Make notes for use in your briefing report.

Using the Internet, research change management, issues and practices, including barriers that can impact on change, and best practice change management strategies. Make notes for inclusion in your briefing report in the next activity and to assist you in identifying best practice change management strategies for Samson Media.

Use the internet to identify changing trends and opportunities that could be relevant for the organisation

You will also need to identify the sources of the information you access for your briefing report to show that you have identified expert guidance on change management. So, make notes on all the sources of information you identify and use. You should identify at least three sources of information that could be considered to be expert sources.

Monitor Samson Media’s external environment by researching and analysing trends in magazine publishing and online magazine readership, and their impact on Samson Media’s organisational objectives as set out in the scenario information. This should also include a PESTLE analysis, reviewing political, economic, social, technology, legal and environmental factors. Make notes on the sources of information and your general findings for inclusion in your briefing report.

Consider major operational change requirements and how to prioritise them based on your review of the scenario information and the Human Resources Policy and Procedures. Make notes for use in your report.

Analyse the company’s supply chains, delivery systems and processes in terms of their sustainability. Research alternatives.

  • Develop change management briefing report

The purpose of the change management report is to identify change requirements and opportunities and to inform the development of the change management plan.

The report will also include a section on risk management to ensure that the company is ready for all contingencies.

Use the Briefing Report Template to guide your work.

Your briefing report must address:

  • An overview of the current situation facing Samson Industries including:
  • Analysis of the company’s organisational objectives and identification of strategic change needs.
  • Analysis of the company’s current performance including any variances from plans
  • A review of the current human resources policies and procedures and practices at Samson Media against strategic objectives and report on required changes.
  • An analysis of the external environment relevant to Samson Media and its objectives, including events/trends that impact on strategic objectives, including trends in magazine publishing, as well as trends in on-line magazine readership and the opportunities they can bring to the company. Your analysis should reflect a PESTLE analysis approach, reviewing political, economic, social, technology, legal and environmental factors.
  • Analyse the company’s current supply chain and the (operational, product or service) systems the business is using to deliver their service. Explain what is working well and what could be improved. Suggested alternatives to the company’s current supply chains and processes that could improve their sustainability.
  • Identify and discuss a range of strategies that you can implement to monitor and evaluate the current performance and sustainability of the company’s key systems and processes. Identify at least two strategies for each area selected.
  • Identify how the topics/areas for performance improvement could be measured, including an outline of the assessment tools or techniques that could be used. Evaluate the effectiveness of each tool/technique.
  • Details of at least two specialists that could help Samson Media to identify technology and electronic commerce opportunities. Include their contact details, the services they offer and a rationale as to why it may be beneficial for the company to use their services.
  • An outline of the major operational change requirements for Samson Media based on your analysis and review, as well as recommended priorities for change.
  • Sources of information you identified about best practice change management strategies, as well as an overview of best practice change management strategies. Summarise each source of information and briefly outline how it has assisted in identifying major change requirements and opportunities.
  • A cost-benefit analysis of the high priority change requirements and opportunities. Research and document any costs for the change requirements you are recommending.
  • Recommended communication and education strategies to inform all stakeholders of the change, as well as promote the benefits of the change.
  • Risk analysis of the potential risks/barriers to change for Samson Media and strategies to overcome risks and barriers to change. In identifying risks and barriers to change and solutions to address these, you must demonstrate high-level problem-solving skills to identify all possible risks, as well as innovative approaches to risk mitigation.
  • Send an email to the CEO and Senior Management (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should introduce and summarise the contents of the attachment and ask for an appointment to discuss the report and to provide input into the change management process.

Attach your change management briefing report to the email.

  • Participate in a meeting with the CEO (your assessor)

You are required to participate in a roleplay meeting to discuss your briefing report and risk assessment prior to developing a change management project plan and communication and education plan

At the meeting, carefully explain each part of your briefing report and risk assessment, including best practice change management strategies you have suggested. and the expert sources of advice you identified to establish the best practice change management strategies.

Seek input on the change requirements/opportunities you have identified, including your recommended priorities for the changes.

Describe the benefits that the specialists you have identified could provide to the company.

Your assessor will provide you with feedback, which you must use in the development of the change management plan, as well as communication and education plan.

During the meeting, demonstrate effective communication skills including:

  • Speaking clearly and concisely
  • Using non-verbal communication to assist with understanding
  • Asking questions to identify required information
  • Responding to questions as required
  • Using active listening techniques to confirm understanding
  • Send an email to specialists (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should introduce your company and summarise the situation it currently finds itself in.

The email text should ask for their advice on technology and electronic commerce opportunities and request details on their fees.

  • Write a draft Change Management Plan

Your plan should set out all aspects of the recommended changes, and include the following:

  • An introduction: project background, links to the company’s strategic goals and other changes that are occurring in the company
  • The project sponsor
  • The project’s objectives
  • What the change process will achieve
  • Principles that underpin the change plan
  • Ethical issues that need to be considered
  • Main elements of the Change Plan
  • Change drivers, constraints and risks
  • Key shareholder analysis
  • The company’s readiness to change
  • Key change messages
  • Change elements
  • A change plan
  • Project reporting arrangements
  • How the changes will be consolidated
  • How the changes will be monitored and evaluated

Use the Change Management Plan Template to guide your work.

  • Write a draft Communication and Education Plan

Develop a communication and education plan to be used in conjunction with the change management project plan.

This plan should show how the change will be managed, including the provision of information to staff about the proposed changes and benefits.

Ensure that the strategies you develop are designed to promote the benefits of change to staff and to reduce the likelihood of a negative response/adverse outcomes.

Your strategies should promote the required changes as part of the company’s continuous improvement strategy. Staff should understand how continuous improvement and sustainability are essential to doing business today.

Your communication and education plan should also show the reporting process to senior management, which will be required on a regular basis.

Use the Communication and Education Plan Template to guide your work.

  • Send an email to the CEO and Senior Management (assessor).

Assume you need to gain input from and approval of the CEO and Senior Management.

Send an email that introduces and summarise the contents of the draft change management plan and your draft communication and education plan and ask for their input and approval for the to move forward with the project.

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

Attach your draft change management plan and your draft communication and education plan to the email.

  • Update your change management plan

Your assessor in the role of the CEO and Senior Management will provide you with feedback which you must use to modify your change management plan, incorporating the changes suggested.

Name this new document accordingly.

  1. Update your communication and education plan

Your assessor, in the role of the CEO and Senior Management, will provide you with feedback which you must use to modify your communication and education plan, incorporating the changes suggested.

Name this new document accordingly.

  1. Send an email to the CEO and Senior Management (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

The email text should confirm that you will proceed with the plan now that the required changes have been made.

Attach your updated change management plan and your updated communication and education plan to the email.

Assessment Task 2 Checklist


Student’s name:
Did the student:Satisfactory performanceComments
YesNo
Demonstrate the ability to identify change requirements and opportunities, including: Outlining strategic changes needs for Samson Media based on an analysis of organizational objectives?Reviewing specific policies/practices against strategic objectives and explaining where changes are required?Explaining the major operational change requirements for Samson Media, as well as recommended priorities for change?Outlining potential risks/barriers to change for Samson Media and strategies to overcome risks and barriers to change?   
Analyse all risks associated with the change to enable documentation and implementation of appropriate risk mitigation strategies?   
Demonstrate problem-solving and innovation skills in the identification of risk and risk mitigation strategies through identifying relevant risks and developing innovative solutions for treating risks?   
Undertake a cost benefit analysis of each of the identified high priority change requirements?   
Consult with the CEO on change requirements and opportunities?   
Seek input from the CEO on changes identified, as well as order of priority?   
During the meeting, demonstrate effective communication skills including: Speaking clearly and concisely Using non-verbal communication to assist with understanding Asking questions to identify required information Responding to questions as required  Using active listening techniques to confirm understanding   
Develop an appropriate change management project plan for the priority changes incorporating resource requirements, risk management and timelines?   
Develop an appropriate communication and education plan to ensure promotion of benefits of change and to reduce likelihood of a negative response/adverse outcomes?   
Consult with stakeholders on change management plan and communication and education strategies and confirm approval to proceed?   
Identify appropriate reporting arrangements for approval?   
Update change management plan and communication and education plan and reporting arrangements (if required) based on feedback provided?   
Describe, and evaluate, strategies to monitor and evaluate the performance of the changes being made?   
Describe the company’s supply chains and operational systems?   
Describe performance measures, tools and techniques that could be used to evaluate the effect of changes to Samson Media, and evaluate their effectiveness?   
Analyse the performance information given in the case study and any variances from plans for key areas of Samson Media   
Discuss changing trends and opportunities relevant to the organisation   
Identify, and contact, specialists for advice on technology and electronic commerce opportunities?   
Have your change management innovations agreed on by the CEO?   
Assess the impact of the proposed changes and their consequences for staff, and implement develop plans to address these?   
Ensure that the change plans are in place to guide change management implementation?   
Promote continuous improvement and sustainability as to the staff as essential to maintaining competitiveness in today’s business environment?   
Task Outcome:Satisfactory   ¨Not Satisfactory   ¨
Assessor signature 
Assessor name 
Date 

Assessment Task 3: Change management presentation project

 

Task summary

You are required to implement the change management strategy by preparing and delivering a presentation to Samson Media staff. The staff will also be given the opportunity to give some input into the change process.  

This assessment is to be completed in the simulated work environment in the RTO.

Required

  • Answer all question
  • Computer with Microsoft Office and access to the internet
  • Change management plan (developed in assessment task 2)
  • Communication and education plan (developed in assessment task 2)
  • Presentation space with chairs and a projector
  • Roleplay participants
  • Whiteboard

Timing

Your assessor will advise you of the due date of these submissions.

Submit

  • Email with Change Management Presentation attached
  • Email asking the CEO to authorise two ideas
  • Email with risk management assessments and cost-benefit analyses
  • Email with updated change management plan and updated communication and education plan attached

Assessment criteria

For your performance to be deemed satisfactory in this assessment task, you must satisfactorily address all of the assessment criteria. If part of this task is not satisfactorily completed, you will be asked to complete further assessment to demonstrate competence.

Re-submission opportunities

You will be provided feedback on their performance by the Assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.

If any parts of the task are not satisfactorily completed, the assessor will explain why, and provide you written feedback along with guidance on what you must undertake to demonstrate satisfactory performance. Re-assessment attempt(s) will be arranged at a later time and date.

You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with unfairly or have other appropriate grounds for an appeal.

You are encouraged to consult with the assessor prior to attempting this task if you do not understand any part of this task or if you have any learning issues or needs that may hinder you when attempting any part of the assessment.

Assessment Task 3 Instructions

Complete the following activities:

  1. Create a Change management presentation

Develop a presentation to inform Samson Media’s employees about the change management plan and the communication and education plan that you developed in Assessment Task 2.

The purpose of the presentation is to ensure that employees are fully informed and have the opportunity to contribute to the change management process.

Review Kotter’s 8-Step change model to assist you in developing a presentation that will appeal to staff and will promote acceptance of the change.

Your presentation should include graphics such as images, charts and tables.

You must develop the required number of slides to support a presentation of about 30 minutes.

Ensure that you are providing comprehensive information to staff to assist them to accept the changes.

The presentation you develop must clearly outline:

  • The rationale and vision for the change
  • The benefits of the change
  • Impacts of the change on operations
  • Strategies to be adopted to minimise the negative effects on staff. This should also include an outline of the proposed arrangements for redundancies and the restructuring of current jobs in head office.

During the presentation, you are required to promote the changes as part of the company’s continuous improvement strategy. The presentation should make clear that continuous improvement and sustainability are essential to doing business today.

Your presentation should then give the staff the opportunity to give their feedback on the changes. You will be encouraging them to come up with ideas that could assist the company’s change process and the staff’s participation in it.

Evaluating these ideas will relate to the risk control treatments that you identified in your briefing report.

Before completing your presentation, review activity 3 to ensure that you have covered all required points.

  • Send an email to the CEO (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should introduce and summarise the contents of the attachment, and seek their feedback

Attach your completed Change Management Presentation to the email.

Your assessor will advise you of the date and time that your presentation is to take place.

  • Deliver your presentation

Using the Change management presentation that you have developed, deliver a presentation to staff. Your assessor will be present as one of the staff members and will also organise another 2 or 3 other students to attend.

For the purposes of this assessment, the meeting attendees will represent most of the company’s staff from different work groups.

At the outset of the presentation, indicate that the team will be able to ask questions during and at the end of the presentation. Also inform staff that you would like to brainstorm further change management ideas at the end of the session.

Go through each of your power point slides, explaining the changes and the change management process. You should also describe the communication and education activities that you have planned.

You must provide comprehensive information, outlining the coming changes to assist staff in accepting the changes. You must also provide the opportunity for their input, which will also facilitate their acceptance of change.

Bear in mind that there will be some sensitivities, as the changes will require job losses. Your assessor will roleplay a staff member who is upset with the changes, and you will be expected to respond to that staff member using effective communication and problem-solving skills.

During the meeting, you will need to demonstrate your ability to build trust and confidence and encourage creativity in the staff. To do this you will need to demonstrate throughout your presentation your ability to clearly and confidently present information as well as encourage questions from the team.

During the presentation, you are required to promote the changes as part of the company’s continuous improvement strategy. The presentation should make clear that continuous improvement and sustainability are essential for the company if it is going to continue doing business.

Inform the meeting attendees that the performance improvement strategies you have outlined are a part of innovative processes being adopted by the company.

The attendees should understand that performance improvement and innovation are elements of competition that Samson Media has adopted.

Your presentation should then give the staff the opportunity to give their feedback on the changes.

Encourage them to brainstorm ideas that could assist the company’s change process and the staff’s participation in it. You should then discuss and evaluate the ideas together.

Note the new ideas generated on the whiteboard.

You will be required to report at least three of these ideas to senior management following the meeting, so you will need to encourage the group to come up with at least this many.

During this part of the meeting, you should foster a creative climate among the staff by promoting interaction between staff. The presentation attendees will be from a range of work groups, so take advantage of this by asking each attendee for their response to each idea generated.

Test the ideas out on the participants. Record their responses on the whiteboard.

As a group, evaluate each new idea and consider whether adopting the idea would be beneficial for the company and its staff or not.

Prior to concluding the presentation, thank the participants for attending and participating.

During the presentation, demonstrate effective communication skills including:

  • Speaking clearly and concisely
  • Using non-verbal communication to assist with understanding
  • Asking questions to identify required information
  • Responding to questions as required
  • Using active listening techniques to confirm understanding of issues and questions raised by employees.
  • Send an email to the CEO (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

The email text should give a summary of the meeting, and at least three ideas generated by the employees.

The company’s organisational procedures state that employee-generated ideas or requests require the CEO’s approval before they can be implemented.

The text should ask the CEO for their feedback and to select two ideas that you should look at in more detail and then implement.

  • Perform risk management assessments and cost-benefit analyses.

When the CEO has authorised you to investigate and test two of the employee-generated ideas, perform a risk management assessment and a cost-benefit analysis on each.

  • Send an email to the CEO (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

The email text should give your risk management assessments and a cost-benefit analyses on the two ideas. and request their authorisation to implement them.

  • Update your change management plan and your communication and education plan.

These updates should include the feedback that came out in the meeting and the two employee-generated ideas authorised by the CEO.

  • Send an email to the Senior Management Team (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should introduce and summarise the contents of the attachments and ask for their feedback and approval.

Attach your updated change management plan and updated communication and education plan to the email.

Assessment Task 3 Checklist


Student’s name:
Did the student:Satisfactory performanceComments
YesNo
Demonstrate the ability to implement a change management strategy?   
Develop a presentation that clearly outlines all aspects of the change management process?   
In their presentation, clearly outline the rationale/vision for the change and the proposed changes, including promoting the benefits of the change?   
In their presentation, clearly articulate how the changes will impact on staff, as well as steps that will be taken to minimise the negative effects on staff?   
In their presentation, clearly outline the proposed changes in relation to operations?   
Seek input from staff?   
Respond to employee questions?   
Use effective communication techniques and problem-solving skills in handling the upset staff member?   
During their roleplay presentation, brief groups on the company’s planned performance improvement strategies?   
During their roleplay presentation, inform employees that innovation is an essential element of competition?   
Create and maintain a creative climate and promote interaction between the members of different work groups?   
During their roleplay presentation, encourage and test new ideas on the participants?   
During their roleplay presentation, promote continuous improvement and sustainability to the employees as essential if the company wants to remain profitable.   
During their roleplay presentation, discuss the potential impacts of the proposed changes and their probable consequences for the company and its employees?   
Implement transition plans by informing employees about the proposed changes and encouraging their participation in the process?   
During their presentation, demonstrate effective communication skills including: Speaking clearly and concisely Using non-verbal communication to assist with understanding Asking questions to identify required information Responding to questions as required Using active listening techniques to confirm understanding   
Have innovative ideas approved by the CEO, as set out in the company’s organisational processes?   
Perform a risk management assessment and cost-benefit analysis for each idea the CEO approved?   
Task Outcome:Satisfactory   ¨Not Satisfactory   ¨
Assessor signature 
Assessor name 
Date 

Assessment Task 4: Implement change management plan project

Task summary

You are required to write a brief for the human resources department to guide human resources personnel in regard to organising change management team building training.

You will also develop a staff communication to promote the benefits of the upcoming training, to assist in to overcoming resistance to change.

You will also re-evaluate and review your change management plan to accommodate changes.

This assessment is to be completed in the simulated work environment in the RTO.

Required

  • Computer with Microsoft Office and internet access
  • Change management plan from Assessment Task 2
  • Human Resources Brief Template

Timing

Your assessor will advise you of the due date of these submissions.

Submit

  • Email with human resources brief attached
  • Email to promote change management team building training
  • Email with revised change management plan attached.

Assessment criteria

For your performance to be deemed satisfactory in this assessment task, you must satisfactorily address all of the assessment criteria. If part of this task is not satisfactorily completed, you will be asked to complete further assessment to demonstrate competence.

Re-submission opportunities

You will be provided feedback on their performance by the Assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.

If any parts of the task are not satisfactorily completed, the assessor will explain why, and provide you written feedback along with guidance on what you must undertake to demonstrate satisfactory performance. Re-assessment attempt(s) will be arranged at a later time and date.

You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with unfairly or have other appropriate grounds for an appeal.

You are encouraged to consult with the assessor prior to attempting this task if you do not understand any part of this task or if you have any learning issues or needs that may hinder you when attempting any part of the assessment.

Assessment Task 4 Instructions

Carefully read the following:

Assume that the change management plan that was adopted by Samson Media includes training and development for staff in a number of areas. One of these training areas is change management team building, which is considered to be especially important during the change management process.

The training is to be delivered over an eight-week period for approximately 2 hours a week. You have also identified that experts such as motivational speakers could also be hired for this.

You have also been given the task, in the role of Operations Manager, to send a brief to the human resources department. This brief will be used to guide human resources personnel in regard to organising the change management team building training and to give your ideas about the content that should be included in the training.

Assume that, as you also believe there may be resistance to the training due to a general resistance to the changes, that you also develop a staff communication to promote the benefits of the upcoming training and assessment to assist in overcoming resistance to change.

Complete the following activities:

  1. Develop a human resources brief

Using your research develop a short one-page brief to send to the human resources department outlining the requirement to conduct the training as part of the change management process and the timing of the training.

Your brief should include, as a minimum, the following:

  • The benefits of change management team building
  • Ideas for the content of the training that will take place
  • Experts who could assist in providing training
  • Ideas for team building exercises. Provide at least two exercises
  • How best to promote the training to staff
  • Timing

Your brief should be no more than one page.

Use the Human Resources Brief Template to guide your work.

  • Send an email to the Human Resources Manager (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

The email text should give a summary of the attachment, and the changes that you have made to the attachments.

Attach your human resources brief to the email.

  • Send an email to all staff (your assessor)

To inform your staff email, consider how you could best promote the training to staff to overcome resistance to change. Review change management literature to inform your response. This may be the same literature you identified in Assessment Task 1.

Outlining the rationale for the training, as well as the benefits of the training. Use the ideas that you have researched to overcome resistance to change. Briefly outline some of the proposed ideas for the training.

As a guide, your email should be between 3 to 4 paragraphs long.

  • Review and evaluate your change management plan

Review your change management plan and evaluate each section to determine changes that need to be made based on the new activities identified.

Make any changes to the plan that are appropriate.

Save this document as Revised Change Management Plan

  • Send an email to the CEO and Senior Management (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

The email text should give a summary of the attachment, outline your evaluation of each section, and the changes that you have made to it.

Attach your revised change management plan to the email.

Assessment Task 4 Checklist


Student’s name:
Did the student:Satisfactory performanceComments
YesNo
Implement actions from the change management plan by completing the activities required?   
Identify appropriate team building exercises that can assist with resistance to change, as well as embedding change?   
Develop information for staff to assist with facilitating embracing of change and to encourage participation in change management processes?   
Evaluate change management project plan and update accordingly?   
Task Outcome:Satisfactory   ¨Not Satisfactory   ¨
Assessor signature 
Assessor name 
Date 

Assessment Task 5: Evaluate and review change management plan project

Task summary

You are required to review information about changes implemented, and to evaluate the change management process. You will then update the change management project plan as required and write a report on the activities that were not successful.

This assessment is to be completed in the simulated work environment in the RTO.

Required

  • Computer with Microsoft Office and internet access.
  • Staff Survey Results
  • Change Management Review Template
  • Implementation Report Template

Timing

Your assessor will advise you of the due date of these submissions.

Submit

  • Email with change management review brief attached

Assessment criteria

For your performance to be deemed satisfactory in this assessment task, you must satisfactorily address all of the assessment criteria. If part of this task is not satisfactorily completed, you will be asked to complete further assessment to demonstrate competence.

Re-submission opportunities

You will be provided feedback on their performance by the Assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.

If any parts of the task are not satisfactorily completed, the assessor will explain why, and provide you written feedback along with guidance on what you must undertake to demonstrate satisfactory performance. Re-assessment attempt(s) will be arranged at a later time and date.

You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with unfairly or have other appropriate grounds for an appeal.

You are encouraged to consult with the assessor prior to attempting this task if you do not understand any part of this task or if you have any learning issues or needs that may hinder you when attempting any part of the assessment.

Assessment Task 5 Instructions

Carefully read the following:

Assume that the following change management objectives are included as part of the change management process for Samson Media:

  • Employees satisfied with information provided as part of the change management process.
  • Communication occurred through multiple channels.

Assume that the following communication activities were implemented:

  • Weekly staff meeting
  • Newsletter updates through staff email

Assume it is 1 month into the change process and a Staff Survey of the remaining staff has been conducted.

Complete the following activities:

  1. Write a change management review.

Review of the change management objectives, communication activities implemented, and the Staff Survey Results. Evaluate the effectiveness of the change management process and provide recommendations for improving communication activities.

Develop a short brief for the CEO of the organisation that includes your review. It should also recommend updates to the change management plan through relevant communication activities.

Your change management review should include the following:

  • What the change management objectives are
  • What change management communication activities took place
  • Summarise the costs and benefits of the innovations and improvements that have been carried out
  • Whether the team building exercises were successful.
  • At least two suggestions of how successful change activities can be recognised by the company, celebrated and made part of our change management systems.
  • Ensure that what has been learned from the activities is used to inform future work by recommending at least three changes to the change management plan and the communication and education plans.

Your review should be between half a page and one-page long.

Use the Change Management Review Template to guide your work

  • Send an email to the Senior Management Team (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should introduce and summarise the contents of the attachment.

Attach your change management review to the email.

  • Write a report on the team building exercise implementation.

As requested by the CEO, you are required to write a report that outlines how you respond to the failure of the team building idea.

Your report should include the following:

  • The reasons for the team building exercises’ failure
  • At least two contingency activities that could be undertaken to manage the challenges and opportunities arising from the failure.

Use the Implementation Report Template to guide your work.

  • Send an email to the Senior Management Team (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should introduce and summarise the contents of the attachment.

Attach your implementation report to the email.

Assessment Task 5 Checklist


Student’s name:
Did the student:Satisfactory performanceComments
YesNo
Review staff survey comments and identity key themes?   
Evaluate the effectiveness of the change management process according to data reviewed and change management objectives?   
Accept the failure of an idea during trialling, and suggest ways to capitalise on the opportunities the failure presents?   
Describe how the success of activities can be recognised, celebrated, and integrated into the company’s systems?   
Implement contingency plans to mitigate the negative effects of an activity failing?   
Turn the failure of an activity into a positive by investigating and analysing the causes of the failure and managing the challenges and opportunities presented by that failure in an effective way?   
Ensure that what has been learned from the activities that have been carried out is documented to inform work that will be done in the future?   
Evaluate the continuous improvement systems that have been developed and document findings?   
Describe the costs and benefits of the innovations and improvements that have been made to the company’s processes, and this shared with the Senior Management Team?   
Task Outcome:Satisfactory   ¨Not Satisfactory   ¨
Assessor signature 
Assessor name 
Date 

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