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BSBINN601 Lead and manage organisational change Student Assessment Tasks
Table of Contents
Table of Contents 2
Assessment Information 3
Assessment Instructions 5
Student Assessment Agreement and Cover Sheet 6
Assessment Task 1 Instructions 7
Assessment Task 1 Checklist 8
Assessment Task 2: Change management plan project 9
Assessment Task 2 Checklist 15
Assessment Task 3: Change management presentation project 17
Assessment Task 3 Checklist 19
Assessment Task 4: Implement change management plan project 20
Assessment Task 4 Checklist 22
Assessment Task 5: Evaluate and review change management plan project 23
Assessment Task 5 Checklist 25
Assessment Information
The assessment tasks for BSBINN601 Lead and manage organisational change are included in this
Student Assessment Tasks booklet and outlined in the assessment plan below.
To be assessed as competent for this unit, the student must complete all of the assessment tasks
satisfactorily.
Assessment Plan
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, print out the Student Assessment
Agreement. Fill it out, sign it, and hand it to your assessor, who will countersign it and then keep it on file.
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.
Students 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.
Additional Resources
The following resources will be given to you before you begin each Assessment Task.
Assessment Task 2
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
Assessment Instructions
The Assessment Task Cover Sheet will be returned to you with the outcome of the assessment, which will
be satisfactory (S) or unsatisfactory (U). If your work has been assessed as being not satisfactory, your
assessor will include written feedback in the Assessment Task Cover Sheet giving reasons why. Your
assessor will also discuss this verbally with you and provide advice on re-assessment opportunities as per
your RTO’s re-assessment policy.
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.
Make sure you read through the assessments in this booklet before you fill out and sign the agreement
below.
If there is anything that you are unsure of, consult your assessor prior to signing this agreement.
Have you read the assessment requirements for this unit? ☐ Yes ☐ No
Do you understand the requirements of the assessments for this unit? ☐ Yes ☐ No
Do you agree to the way in which you are being assessed? ☐ Yes ☐ No
Do you have any specific needs that should be considered? ☐ Yes ☐ No
If so, explain these in the space below:
Student name
Student number
Student signature
Date
Assessor name
Assessor signature
Date
Student Declaration
To be filled out and submitted with assessment responses.
☐ I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded
with any other student(s).
☐ I understand that if I am found to have plagiarised, cheated or colluded, action will be taken against me
according to the process explained to me.
☐ I have correctly referenced all resources and reference texts throughout these assessment tasks.
Student name
Student ID number
Student signature
Date
Assessor declaration
☐ I hereby certify that this student has been assessed by me and that the assessment has been carried
out according to the required assessment procedures.
Assessor name
Assessor signature
Date
Task 1 ☐ ☐ ☐
Task 2 ☐ ☐ ☐
Task 3 ☐ ☐ ☐
Task 4 ☐ ☐ ☐
Task 5 ☐ ☐ ☐
4. Explain the key premises of the Burke & Litwin organisational change model and its application
to the change process.
5. Discuss the purpose of Kotter’s 8-step change model and the steps involved. Explain each of
the steps involved.
6. Explain two strategies that can be used to effectively communicate and embed change during
an organisational change process.
9. Explain two aspects of organisational behaviours that can impact on organisational change.
10. Describe five components that may be included as part of a change management plan.
11. 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.
Student’s name:
Completed
Did the student provide a sufficient and
successfully Comments
clear answer that addresses the
suggested answer for the following? Yes No
Question 1 ☐ ☐
Question 2 ☐ ☐
Question 3 ☐ ☐
Question 4 ☐ ☐
Question 5 ☐ ☐
Question 6 ☐ ☐
Question 7 ☐ ☐
Question 8 ☐ ☐
Question 9 ☐ ☐
Question 10 ☐ ☐
Question 11 ☐ ☐
Question 12 ☐ ☐
Question 13 ☐ ☐
Task Outcome: Satisfactory ☐ Not Satisfactory ☐
Additional Comments
Task summary
This assessment task requires you, in the role of Operations Manager, to prepare a briefing report to assist
in guiding change at Samson Media. You will meet with the CEO (roleplayed by your assessor) 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 will be completed in the simulated environment in the RTO.
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 due 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% 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
Customer service manager: $100,000
Customer service assistant: $240,000 (total salary costs for each journalist is $80,000) (2) -
$100,000 (total salary costs for each assistance is $50,000)
Online Marketing Coordinator: $120,000
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)
Aventia Institute, RTO No. 41418 Page 10
BSBINN601 Lead and manage organisational change Student Assessment Tasks
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 cost of running the printing and distribution site, plus staff costs is currently approximately $1,500,000
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 all of the 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
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 and to assist you in identifying best practice change
management strategies for Samson Media.
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 recommended order of priority based on
your review of the scenario information and human resources policy and procedures. Make
notes for use in your report.
15. 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.
At the meeting, carefully explain each part of your briefing report and risk assessment, including
best practice change management strategies 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.
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.
Ensure that the strategies you develop are designed to promote the benefits of change to staff
and to reduce the likelihood of a negative response/adverse outcomes.
Your communication and education plan should also show the reporting process to senior
management, which will be required on a regular basis.
Use the Communication and Education Plan Template to guide your work.
Attach your draft change management plan and your draft communication and education plan to
the email.
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.
Student’s name:
Completed
Did the student: successfully Comments
Yes No
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?
Identify and use relevant and appropriate sources of ☐ ☐
expert advice on change management issues and
practices to inform change management?
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?
Task summary
This assessment task requires you to implement the change management strategy by preparing and
delivering a presentation to Samson Media staff. The presentation should provide information on the
changes that will be implemented for Samson Media, and how they will affect staff. The staff will also be
given the opportunity to give some input into the process.
You will then include their ideas to update your change management plan and your communication and
education plan.
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.
Ensure that you are providing comprehensive information to staff to assist them to accept the
changes.
During the presentation, allow for some time when staff have the opportunity for input, as this
will facilitate acceptance of the change.
This will relate to the risk control treatments that you identified in your briefing report.
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.
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.
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.
At the conclusion of your presentation, seek feedback from staff on the changes that will be
implemented for Samson Media. Ask them for their ideas to inform your change management
plan and your communication and education plan. Take notes on this feedback.
4. Finalise your change management plan and your communication and education plan.
These updates should include the feedback that came out in the meeting.
Ensure that the finalised documents are named accordingly.
Attach your finalised change management plan and your finalised communication and education
plan to the email.
Completed
successfully Comments
Did the student: Yes No
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?
Task summary
In this assessment task, you will 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.
Also, your change management plan will have to be re-evaluated and reviewed to accommodate changes.
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.
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.
Student’s name:
Completed
successfully Comments
Did the student: Yes No
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 summary
In this assessment task, 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.
This assessment will be completed in the simulated environment in the RTO.
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 it is 1 month into the change process and a Staff Survey of the remaining staff has been conducted.
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.
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.
Student’s name:
Completed Comments
successfully
Did the student: Yes No
Review staff survey comments and ☐ ☐
identity key themes?
Evaluate the effectiveness of the change ☐ ☐
management process according to data
reviewed and change management
objectives?
Additional Comments