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BSBLDR601 Lead and Manage Organisational Change Task 3

Unit Title: Lead and manage organisational change

Unit Code: BSBLDR601

Assessment Task 3

Task 3 – Knowledge Questionnaire

Task 3 – Implement and evaluate the change management strategy

Task summary and instructions

What is this assessment task about?

This Task builds on Task 2.

You are a change management practitioner contracted by MMI Professional Education as Program Manager to:

a) Identify change requirements and opportunities to take MMI from the current business state to a desired future state

b) Develop a change management strategy and plan for two change initiatives (projects). The two change initiatives (projects) will form the program (change plan) that will deliver the identified change needs to achieve the desired future state

c) Implement the change management strategy (program)

d) Evaluate the change management strategy

Task 2 focuses on point c) and d).

This task comprises of the following assessment methods:

e) Product-based

f) Direct observation of Role-Play

g) Case Study

h) Other (specify)

It has been designed to evaluate your ability to/competency in:

i) Manage activities for the delivery of communication or education plans

j) Assess the performance of communication or education plan against objectives

k) Identify and respond to barriers to the change according to risk management plans and organisational objectives

l) Modify communication or education plan according to change program objectives

You are required to address the following:

m) Task 3.1 Implementation

n) Develop documents relevant to the implementation of the change initiative

o) Task 3.2 Case Study

p) Address a Case Study

q) Task 3.3 Evaluation

r) Develop a lessons learned report

What do I need to do to complete this task satisfactorily?

· submit the completed assessment tasks, according to instructions,

· complete the tasks with sufficient detail and present them in a professional manner,

· use your own words and reference sources appropriately,

· meet the word count where required,

· use the scenario provided,

· use the templates provided where required,

· for your performance to be deemed satisfactory in this assessment task you must satisfactorily address all of the assessment criteria,

· if part of this task is not satisfactorily completed you will be asked to complete further assessment to demonstrate satisfactory performance.

Specifications

You must deliver/participate in:

· NA

You must submit to GOALS

· Facebook post

· Email to key stakeholder

· Questions for the survey

· Meeting agenda

· Training program outline

· Code of conduct

· Addressing of the Case Study

· Lessons Learned Report

Resources and equipment

• Computer with Internet access

• Access to Microsoft Office suites or similar software

• Learning material

• Scenario for assessment as provided

• Appendices as provided

• Relevant policies and procedures as provided

• Templates as provided

Complete the following activities:

Task 3.1 Implementation

Develop, populate, and submit the following documents:

1. Develop a Facebook (FB) post to publish on the company's FB page where the change initiative is announced. The content of the post must highlight the benefits of the change initiatives.

The post can be as simple as content+picture.

Document/add the post in the space provided below:

2. Write an email directed to a key stakeholder (your choice of stakeholder – group or individual-, based on the scenario used for the assessment) to:

  • Announce a significant achievement in the implementation of the change management plan (specify which achievement based on your Change Management Plan)
  • Explain why this achievement is important.

Use Template 1 to write the email.

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

(50-100 words)

Template 1 -Email

Email to key stakeholder

To:

Cc:

Bcc:

Subject:

Date email is sent:

Attachments:

3. Develop a staff survey (five -5- questions) to ask employees impacted by the change initiative for feedback on how the change initiative has been implemented so far. Make sure that the questions gather useful feedback to:

  • Evaluate response to change
  • Assess the effectiveness of the change management plan (focus on one or two key deliverables from your plan)

Document the five (5) questions in the space provided below.

4. Develop a meeting agenda for the monthly senior management meeting where you will discuss issues that have occurred during the implementation of the plan.

Assume that the following issues occurred:

  • 45% of surveys staff does not feel supported by line managers during the change process
  • The quality of reporting needs improvement to gather more data about the progress of the implementation of the change management plan
  • Delegation arrangements: you will be away for a week and you will delegate tasks to Jacob Black, your assistant

Use Template 2 to write the meeting agenda.

Template 2 – Meeting Agenda

MEETING OUTLINE

Purpose

Location

Boardroom 2

Date

Start time

Duration

Chair

Invitees

AGENDA

ITEM

Welcome attendees and apologies

Time Keeper and Minute Taker: Jacob Black

Agenda review

<Add Agenda item 1>

< Add Agenda item 2>

< Add Agenda item 3>

1. Prepare program outline for a training initiative (mention which one) designed to support employees during the change process. Include:

  • Topic
  • Date of training
  • Participants (target audience)
  • Training format
  • Cost

Document the training program in the space provided below.

2. Develop a code of conduct to support embedding the change in the organisation.

Develop:

  • Two (2) ethical principles
  • Two (2) workplace behaviour)
  • Three (3) values)

Document the Code of Conduct in the space provided below:

Task 3.2 Case Study

Address the following Case Study.

Assume that the following has occurred when implementing the change management plan.

Scenario A

25% timeline

One of the high priority risks occurred.

Specify what risk based on your Change Management Plan: <Add risk>

Scenario B

50% timeline

One of the key managers involved in the change process resigns unexpectedly. This situation impacts the change project schedule, creating a two-week delay in completing most tasks.

The Manager was very popular with his team, and a replacement may increase resistance to change.

Scenario C

75% timeline

Covid19 is adding unexpected complications to the implementation of the change management plan:

· The staff works from home

· Staff engagement through virtual meetings is challenging

· Communication relevant to the change initiative is not as frequent as it used to be

· Staff feels overwhelmed by the sense of uncertainty that the pandemic brings

· A recent survey highlighted that staff is less invested in the change initiative due to:

o Uncertainty and fear

o Conflicting priorities

For each scenario:

  • Outline what monitoring and control procedure/process was applied to identify the change/s in circumstances and/or issue
  • Evaluate the impact of each scenario on the progress of the implementation of the change initiative
  • Outline the strategy to respond to the scenario to mitigate the impact on the implementation of the change management initiative
  • Outline the strategy to respond to barriers to change
  • Determine what changes/adjustments are needed to the Change Management Plan

Scenario A

Scenario B

Scenario C

Outline what monitoring and control procedures/processes were applied to identify the change/s in the circumstances and/or issue according to your Change Management Plan

Evaluate the impact of each scenario on the progress of the implementation of the change initiative

Outline the strategy to respond to the scenario to mitigate the impact on the implementation of the change management initiative

Outline the strategy to respond to barriers to change

Determine what changes/adjustments are needed to the Change Management Plan

Task 3.3 Evaluation

Reflect on your work in Task 2, 3.1 and 3.2.

Assume that the scenarios described in Task 3.2 occurred.

Develop a Lessons Learned Report (Template 3) to evaluate the change management strategy.

Template 3 – Lessons Learned Report

Post-Project Review Report – Information and Communication

Worked well (Brief summary of what worked well (40-80 words))

Could have gone better

(Brief summary of what could have gone better (40-80 words))

Lessons learned

(Identify 4-5 lessons learned with recommendations for improvement. 1-2 lessons learned must focus on the communication and education plans developed and implemented in the change initiatives):

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