Student Name Student ID

TASK 1 ☐C ☐ NYC ☐ NA
☐ First submission
Assessment Type of ☐ First re-submission
TASK 2 ☐C ☐ NYC ☐ NA
task outcomes Submission ☐ Second re-
submission
TASK 3 ☐C ☐ NYC ☐ NA

Final Unit ☐ Not Yet Submission

☐ Competent
Outcome Competent Date

Assessor
Assessor Name
Signature
 This Page is
intentionally left
blank
Purpose: This sheet provides an overview of a student’s competency for each unit based on all assessment tasks submitted.
Instructions: Assessor: Record the outcome of each assessment task and determine the student’s competency for the unit based on all
assessment tasks. Record the unit outcome below, sign and date.

Admin Team: Record the unit outcome in RTO Manager and save the assessment bundle in the student’s file. A scanned copy of this document
is to be retained once the assessment is destroyed.

Student Name Student ID

Unit Code BSBINN601

Unit Title LEAD AND MANAGE ORGANISATIONAL CHANGE

Assessment □ First Submission

Type of
Submission □ First Re-submission
submission
Date □ Second Re-submission
Assessment Task Results (Please tick)

Assessment 1 □ C (Competent) □ NYC (Not Yet Competent) □NA (Not Assessed)

Assessment 2 □ C (Competent) □ NYC (Not Yet Competent) □NA (Not Assessed)
Assessment 3 □ C (Competent) □ NYC (Not Yet Competent) □NA (Not Assessed)
Final Assessment Result for this unit ☐ Competent ☐ Not Yet Competent

In completing this assessment, I confirm that the participant has demonstrated all unit outcomes
Assessor through consistent and repeated application of skills with competent performance in multiple
Declaration instances over a period of time.
Evidence collected has been confirmed as:Valid  Sufficient  Current  Authentic

Assessor
Assessor Name
Signature

Feedback

Data Entry

Admin Officer Date Entered In

☐ YES ☐ No
Initials RTO Manager
 Section One: Declaration

 I declare that this assessment is my own work, except where acknowledged, and has not
been submitted for academic credit elsewhere, and acknowledge that the assessor of this item may,
for the purpose of assessing this item:

 reproduce this assessment item and provide a copy to another member of the Institute; and/or,
 communicate a copy of this assessment item to a plagiarism checking service (which may
then retain a copy of the assessment item on its database for the purpose of future plagiarism
checking).

 I understand it is my responsibility as a student to keep a copy of the assessment prior to

submission, Albright Institute takes no responsibility for lost in transit. If required I may be asked to
reproduce another copy of the assessment/s.

 I understand that it is my responsibility to read all the policies relevant to my course and
college and if I am found to be in breach of policy, disciplinary action may be taken against
me.

Section Two: Agreement

Read through the assessments in this booklet before you fill out and sign the agreement
below. Make sure you sign this before you start any of your assessments.

 Have you read and understood what is required of you in terms of

 Yes  No
assessment?

 Do you understand the requirements of this assessment?  Yes  No

 Do you agree to the way in which you are being assessed?  Yes  No

 Do you have any special needs or considerations to be made for this

assessment? If yes, what are they?
 Yes  No
___________________________________________________________________________

 Do you understand your rights to appeal the decisions made in an  Yes  No

assessment?
This Student Assessment Booklet includes all your tasks for assessment of BSBINN601 - LEAD AND
MANAGE ORGANISATIONAL CHANGE.

About your assessments

This unit requires that you complete 3 assessment tasks. You must complete all tasks with a
competent result to achieve competency for this unit. Please read the information below
about each task included in this assessment.

Assessment Task 1 Written Questions

In this task, you will demonstrate a sound knowledge of the unit
requirements through completing and submitting written questions.
You must correctly answer all 18 questions to show that you
understand the knowledge required of this unit.

Assessment Task 2 Change management plan, and Role-play

You are required to conduct research, identify change requirements
and develop a change management plan. You are also required to
participate in a change management plan meeting.

Assessment Task 3 Project

You are required to implement your change management plan by
communicating with staff, arranging and managing a training
activity and activating their strategies. You are also required to
review your plan and make adjustments
What is competency?
To complete assessment tasks satisfactorily you will need to demonstrate competence – but
what does this mean?
In the Australian vocational education and training system, the concept of competence, is
defined as: “The ability to perform tasks and duties to the standard expected in the workplace”.
Competence involves the application of specific skills, knowledge and attitudes to the work
performance in an industry, an industry sector or an enterprise. Competence is rarely achieved
in a one-off demonstration. It needs to be developed holistically – that is, bringing a range of
skills and knowledge together – and over time in a real or simulated workplace. To achieve
competence, you need to demonstrate that you can perform a given task to the standard
defined in an endorsed unit of competency.

How to submit your assessments?

When you have completed each assessment you will need to submit it to your assessor.
Instructions about submission can be found at the beginning of each assessment task. Make
sure you photocopy your written activities before you submit them – your assessor will put the
documents you submit into your student file. These will not be returned to you.

Assessment Task Cover Sheet

At the beginning of each task in this booklet, you will find an Assessment Task Cover Sheet.
Please fill it in for each task, making sure you sign the student declaration.
Your assessor will give you feedback about how well you went in each task, and will write this
on the back of the Task Cover Sheet.

Assessment outcomes
Once the assessment has been completed the student will be given the result within 14 days.
Once the student has satisfactorily completed the required assessments for a unit of
competency he/she will receive an outcome of C (Competent) or otherwise NYC (Not Yet
Competent) in which case the student is entitled to apply for a resubmission of the assessment.

Reasonable adjustments
Wherever possible, trainers/assessors will make reasonable adjustments to training and
assessment processes to ensure all people are treated equally in the training and assessment
process.
Students who have special needs may be allowed reasonable adjustment at the time of
assessment in line with the Albright Institute’s Policy and Procedures.
To meet the needs of all learners’ adjustments can be made to the way assessments are
conducted but not to the requirements of the assessment. The purpose of these adjustments is
to enhance fairness and flexibility so that the specific needs of students can be met.
Examples of reasonable adjustments
 providing additional time for student to practice the assessment tasks
  presenting questions orally for students with literacy issues
 asking questions in a relevant practical context
 adapting machinery and equipment to make it more easily used
 presenting work instructions in diagrammatic or pictorial form instead of words and
sentences
 simplifying the design of tasks
It is the responsibility of each assessor to assess students’ needs and make whatever reasonable
adjustments are practicable to maximise a students’ opportunity to demonstrate their
competence.

Assessment re-submission
If a student is deemed NYC (not yet competent) the Trainer/Assessor (TRN) will explain why and
inform the student of what needs to be completed in order to demonstrate competence.

Re-assessment for assessments only occurs if the student has previously submitted the
assessment or has missed the relevant session(s) and has been afforded special consideration
which is approved by the Administration department.

If the result for the first submission of an assessment is NYC, students will be given two re-
submission opportunities to achieve a competent result (this re-assessment is conducted free
of charge). A suitable time will be arranged for the reassessment to occur within 14 days of the
completion of the unit in question. Should a student either not make an attempt within this time
frame (in spite of all efforts by Albright Institute, its Trainer/Assessor and administration staff to
have the student attend a reassessment session) or the student does not achieve a satisfactory
result after two re-assessments they may be charged for another attempt.

Should the student still not achieve competence after these assessment attempts, it will be
necessary for them to re-enrol in (repeat) the unit of competence at a cost.

Assessment appeals
You can make an appeal about an assessment decision by filling an appeal form. Ask for an
appeal for from a student support officer. Refer to Albright Institute’s Assessment Policy for more
information about our appeals process.

Plagiarism Policy
All student work must be written in their own words, except where acknowledged through
quotations and referencing. Plagiarism is a serious offence; Albright Institute may impose severe
penalties on students who plagiarise.
For more information on Plagiarism and Cheating refer to Albright Institute’s policies.
Students: Please fill out this cover sheet clearly and accurately. Make sure you have kept a
copy of your work.

Student
Student ID
Name

Unit Code Date of

BSBINN601
and Name submission

I declare that
 these tasks are my own work.
 None of this work has been completed by any other person.
 I have not cheated or plagiarised the work or colluded with any other student/s.
 I have correctly referenced all resources and reference texts throughout these
assessment tasks.
 I understand that if I am found to be in breach of policy, disciplinary action may be taken
against me.

Student
Signature

Assessment Task Task Result Date Type Of Submission

□ C (Competent) ☐ First submission

□ NYC (Not Yet ☐ First re-submission
Written Questions
Competent) ☐ Second re-
□ NA (Not Assessed) submission

Assessor feedback

Assessor Name Date

Assessor Signature
To complete the unit requirements safely and effectively, the
individual must:
Identify strategic change needs through an analysis of
P1
organisational objectives
Review existing policies and practices against strategic
P2
objectives to identify where changes are required
Monitor the external environment to identify events or trends
P3
that impact on the achievement of organisational objectives
Identify major operational change requirements due to
P4 performance gaps, business opportunities or threats, or
management decisions
Review and prioritise change requirements or opportunities
P5
with relevant managers
Consult stakeholders, specialists and experts to assist in the
P6
identification of major change requirements and opportunities
Undertake cost-benefit analysis for high priority change
P7
requirements and opportunities
Undertake risk analysis and apply problem solving and
P8 innovation skills to identify barriers to change and agree and
record mitigation strategies
P9 Develop change management project plan

Obtain approvals from relevant authorities to confirm the

P10
change management process
Assign resources to the project and agree reporting protocols
P11 with relevant managers

Develop communication or education plan, in consultation

P12 with relevant groups and individuals, to promote the benefits
of the change to the organisation and to minimise loss
Arrange and manage activities to deliver the communication
P13 or education plans to relevant groups and individuals

Consult with relevant groups and individuals for input into the
P14 change process

Identify and respond to barriers to the change according to

P15 risk management plans
 Action interventions and activities set out in project plan
P16 according to project timetable

Activate strategies for embedding the change

P17

Conduct regular evaluation and review and modify project

P18 plan where appropriate to achieve change program
objectives
 Task summary

You are to answer all the 18 written questions in this task.

 Resources and equipment required to complete this task

o Access to textbooks and other learning materials.

o Access to a computer, MS Word (or similar), printer, Internet and email software (if
required).

 When and where should the task be completed?

o This task may be done in your own time as homework or you may be given time to do
this task in class (where applicable).
o Your assessor will provide you with the due date for this assessment.

 What needs to be submitted?

o Your answers to each question in this task.

 Instructions

o This is an open book test – you can use your learning materials as reference.
o You must answer all questions in this task correctly.
o You must answer the questions by typing your answers in Microsoft Word or a similar
program.
o Please include the following details in the header section of each page of your
assessment document:

 Student Name and ID

 Course Code and title
 Unit Code and title
 Trainer and assessor name
 Page numbers

o Your assessor will advise as to whether you must email them your completed
assessment, submit the file on a USB drive or hand in a hard copy
 Explain in 50-100 words the distinct phases of change management process to
Question 1:
embed changes in an organisation.

What are the different components of a change management plan? Explain in

Question 2:
150-200 words.

List five (5) barriers to change management and describe the mitigation
Question 3:
strategies you would implement to overcome these barriers.

Explain in 100-150 words the process of identifying strategic development needs

Question 4:
of an organisation.

As a manager, why is it necessary to review existing policies and practices

Question 5:
against strategic objectives? Write your answer in 50-100 words.

Before you implement changes, what questions must you ask yourself and other
Question 6:
stakeholders? List three (3).

Explain several factors of external environment and impact they have on

Question 7:
business/organisation objectives.

Due to the performance gaps among employees, business threats and

Question 8: management decisions, what are the major operational change requirements?
Identify and outline five (5).

Read the case study and answer the question that follows:
Case study
This case study was written by Ernst & Young LLP. The story it examines, of
Westfield Insurance’s occupational change management saga, takes on
nearly universal themes from the business world and is something that every
insurance professional, especially those in leadership positions, needs to read.
The effect that large-scale change could have on morale and engagement
of employees is a major concern and potential risk for operational leaders. A
decrease in morale and engagement may impact customer service, which is
also a significant risk. Additionally, a workforce that is not highly engaged will
Question 9: resist change — taking longer for expected benefits to be achieved.
Many insurers are undertaking major change initiatives to transform their
operational capabilities, modernise technology and adjust to new market
realities. Some of the risks associated with large scale change programmes
include lack of employee engagement and results in people and teams
across the organisation resisting strategic change and refusing to adopt new
tools and processes. The impact on performance can be significant, as
customer service is disrupted and the expected value from very large
investments never materialises.
Westfield Insurance (“Westfield”), an Ohio-based P&C carrier, has leveraged a
holistic organisational change management (OCM) approach to deliver
impressive results on a multi-year claims transformation program. In fact,
 Westfield accomplished a very rare feat: actually, boosting employee
satisfaction and engagement during a time of significant change.
While the broad-based nature of the change would challenge many
organisations, Westfield’s leaders, using a coordinated and multifaceted OCM
approach, have actually increased employee engagement.
Key strategies that have enabled the program’s success have been high-
profile executive sponsorship, cross-functional stakeholder alignment, regular
and tailored communications, comprehensive training plans, and an extensive
“change champion” network.
This article highlights Westfield’s experience in keeping its associates engaged
through a robust OCM program tailored to its specific needs, transformation
methodology and culture.
Full case study is available at
http://www.propertycasualty360.com/2014/06/23/increasing-employee-
engagement-during-times-of-org?t=agency-management&page=2

Why did the organisation decide to review and prioritise change requirements or
opportunities with relevant leaders/managers? Answer in 100-150 words.

Read the case study and answer the questions that follow:

Case study
When Jack Welch assumed the top position at General Electric in 1981, he
inherited a company that had a market value of $12 billion — certainly a
modest number, by today’s standards. By the time he left in 1998, GE was
worth $280 billion. While leading GE, Welch was charged with the task of
making the conglomerate better by any means necessary. With his gut telling
him that his company was due for a complete overhaul, Welch decided to
implement Six Sigma at GE in 1995. Quite simply, Six Sigma is a methodology
that aims to reduce defects and errors in all processes, including transactional
processes and manufacturing processes. Organizations that use Six Sigma test
their processes again and again to make sure that they are as close to perfect
Question 10: as possible. Jack Welch discussed and obtained approvals from relevant
authorities in GE especially the board members to confirm the change
management processes and five years after Welch’s decision to implement Six
Sigma and making sure all team members are with him, GE had saved a mind-
blowing $10 billion. Welch claimed to have spent as much as half of his time
working on people issues. By assembling the right team and ingraining them
with the right management philosophies, Welch successfully oversaw the
transformation of GE from a relatively strong company to a true international
juggernaut.

According to the above-mentioned case-study,

a) Explain why it was necessary to obtain approvals from relevant authorities
to confirm the change management process (50 – 100 words).
 b) What could be the "relevant authorities" in a business context? (100-150
words).

Question 11: Mention five (5) benefits of correctly implementing organisational change.

What are the primary and secondary cost components of change

Question 12:
management? List three (3) for each.

What steps would you implement to remove obstacles that might hinder the
Question 13:
implementation phase of change management? Explain in 50-100 words.

What are the different tactics that can be implemented to embed changes in an
Question 14:
organisation? Write your answer in 50-100 words.

What does PESTLE stand for? How is it helpful in determining the organisational
Question 15: behaviours and external environment impact on change strategies? Explain in
50-100 words.

How you can create an environment of change in an organisation? Write your

Question 16:
answer in 50-100 words.

What are the different steps that must be initiated to set up a training plan? List six
Question 17:
(6).

How would you monitor and review the change management strategy that has
Question 18:
been implemented in an organisation? Explain in 50-100 words.

What do I need to hand in for this task? Have I completed this?

Answers to all 18 questions 

Students: Please fill out this cover sheet clearly and accurately. Make sure you have kept a
copy of your work.

Student
Student ID
Name

Unit Code Date of

BSBINN601
and Name submission

I declare that
 these tasks are my own work.
 None of this work has been completed by any other person.
 I have not cheated or plagiarised the work or colluded with any other student/s.
 I have correctly referenced all resources and reference texts throughout these
assessment tasks.
 I understand that if I am found to be in breach of policy, disciplinary action may be taken
against me.

Student
Signature

Assessment Task Task Result Date Type Of Submission

□ C (Competent) ☐ First submission

Change management
□ NYC (Not Yet ☐ First re-submission
plan, and
Competent) ☐ Second re-
Role-play □ NA (Not Assessed) submission

Assessor feedback

Assessor Name Date

Assessor Signature
To complete the unit requirements safely and effectively, the
individual must:
Identify strategic change needs through an analysis of
P1
organisational objectives
Review existing policies and practices against strategic
P2
objectives to identify where changes are required
Monitor the external environment to identify events or trends
P3
that impact on the achievement of organisational objectives
Identify major operational change requirements due to
P4 performance gaps, business opportunities or threats, or
management decisions
Review and prioritise change requirements or opportunities
P5
with relevant managers
Consult stakeholders, specialists and experts to assist in the
P6
identification of major change requirements and opportunities
Undertake cost-benefit analysis for high priority change
P7
requirements and opportunities
Undertake risk analysis and apply problem solving and
P8 innovation skills to identify barriers to change and agree and
record mitigation strategies
P9 Develop change management project plan

Obtain approvals from relevant authorities to confirm the

P10
change management process
Assign resources to the project and agree reporting protocols
P11 with relevant managers

Develop communication or education plan, in consultation

P12 with relevant groups and individuals, to promote the benefits
of the change to the organisation and to minimise loss
Evidence of the ability to:

Analyse and interpret information about the organisation’s

internal and external environment and consult with
E1
stakeholders to identify requirements and opportunities for
changes that support organisational objectives
Prioritise opportunities for changes with input from managers
E2
 Consult with managers to gain approvals
E3

Develop a change management project plan for the priority

E4 changes incorporating resource requirements, risk
management and timelines
Develop strategies to communicate or educate the changes
E5 and embed them

Obtain approvals and agree reporting protocols with relevant

E6 managers and implement the plan including addressing
barriers to change
To complete the unit requirements safely and effectively, the
individual must:

Explain the change management process or cycle and

E7 strategies for communicating and embedding change

Explain how organisational behaviour and the external

E8 environment can impact on change strategies

Describe the components of a change management project

E9 plan

List potential barriers to change and explain possible strategies

E10 to address barriers
  Task summary

There are four parts to this assessment:

 Part A – You are required to review the case study provided below then conduct and
analyse research on change management.
 Part B – You are required to develop a change management plan.
- You are required to submit your change management plan to your
assessor.
 Part C – You are required to participate in a change management meeting (Role-
play) with the CEO of Sampson Media (their assessor) seeking feedback and approval
for your plan.

 Resources and equipment required to complete this task

o Computer and Microsoft Office (Word),

o Access to textbooks and other learning materials
o Access to the internet for research and to access web sites for legislation and
regulations
o Space to conduct a meeting
o Role-play participants (assessor and students)
o Recruitment, Selection and Induction Policy and Procedure (provided by your
assessor)
o Sampson Media Magazine Printing, Circulation and Distribution Policy and
Procedure (provided by your assessor)
o Termination Policy and Procedure for Sampson (provided by your assessor).

 When and where should the task be completed?

o This task may be done in your own time as homework or you may be given time to
do this task in class (where applicable).
o Your assessor will provide you with the due date for this assessment.

 What needs to be submitted?

o Part A – You are not required to hand in anything for this part for the assessment
o Part B – You are not required to hand in anything for this part for the assessment
You are required to email to your assessor with version 1 of the Change
Management Plan
o Part C – You are required to email to your assessor with the updated Change
Management Plan
 o Role-play notes

 Instructions:

o You will participate in a role-play (see template at the end of this task).
o Please use the “Template for a Report” (provided by your trainer) to complete the
project assessment.
o Your assessor will advise as to whether you must email them your completed
assessment, submit the file on a USB drive or hand in a hard copy.

Read the following case study / scenario and complete activities that follow.

Case study / Scenario

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 fallen by 20% and there has also
been a fall in the share price.
As a consequence, a 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. The success of this business
was based on targeting lower income groups and its publications are focused mainly on
sport and celebrity gossip. They were also successful because they were 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 only.
 Achieve cost efficiencies through reducing running costs
 Relocate to a smaller office.
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
Running costs are as follows. All staff are full-time permanent staff and their total salary
costs per annum is $3,370,000.00. The cost of running the printing and distribution site, plus
staff costs is currently approximately $1,500,000 per annum. The current office rent is
$500,000 per annum.
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
 Office relocation - $50,000 - $80,000.

Complete the following activities:

PART A: RESEARCH AND ANALYSIS

INSTRUCTIONS:

1. Review scenario and conduct research and analysis

a) Review the information in the scenario provided above and analyse the company’s
strategic objectives and identify the change needs. Make notes on your analysis for
use in your plan as outlined below.
b) Review existing polices/practices at Samson Media against strategic objectives and
the need for change and make notes identifying changes needed to use in your
report. Identify if the change required due to performance gaps, business
opportunities or threats, or management decisions.
c) Conduct research on change management – the issues and practices including
barriers that can impact on change and best practice change management
strategies. Also research trends in magazine publishing/on-line magazine readership
and analyse the impact the impact on Samson Media’s organizational objectives as
per the scenario information.
d) Consider major operational change requirements and recommended order of
priority.
e) You will need to identify your sources of information to show that you have identified
expert guidance on change management so make notes on all the sources of
information you identify and use.

PART B: DEVELOP A CHANGE MANAGEMENT PLAN

INSTRUCTIONS:

1. Using your research and analysis develop a Change Management Plan for Samson
Media.
The Change Management Plan must address:
f) An overview of the change management process
g) An overview of the current situation facing Samson Media including:
 Identification of the need for change and an analysis of the situation that has
bought about the change (performance gaps, business opportunities or threats,
or management decisions)
  A review of existing polices/practices at Samson Media against strategic
objectives to identify change requirements.
 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.
Your analysis should reflect a PESTLE analysis approach, reviewing political,
economic, social, technology, legal and environmental factors.
h) A list of the potential barriers to the proposed changes and possible strategies to
overcome or address them.
i) A detailed explanation of how an organisation can check their readiness for change.
This should include examination of how organisational behaviour can impact change.
j) Strategies for embedding change into an organisation
k) Prioritisation of the recommended changes including your reasoning.

l) Your project plan will only address your first priority change. You may
presume detail that is not included in the case study.

m) The particulars of the change. Ensure the following information is contained in your
plan:
 The name of the change/project
 The stakeholder
 Revision History
 Stakeholder approval/endorsement
 Type of change – policy/process/people/system
 Resource requirements
 A Risk Assessment that includes your particular barriers to change. In identifying
risks and barriers to change you must demonstrate high level problem solving skills
and innovative approaches to risk mitigation
 Cost benefit analysis for your change
 Implementation strategies that includes:
 The Action plan that details the activities, responsibility, resources and
timeframe.
 The Communication plan that includes strategies to inform stakeholders of the
change. Ensure 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.
 The Training plan that identifies the training strategy, what training is required,
who requires the training, the expected outcome, who will deliver the training,
an estimation of the training cost.
 Proposed reporting protocols. What will you report, when and to whom?
 A bibliography that identifies your sources of information. You need to identify your
sources of information to show that you have identified expert guidance on
change management.

1. Submit your Change Management Plan to your assessor via email (as the CEO of Samson
Media). Your email must include a brief overview of the purpose of the email and
indicate that you are seeking feedback and approval.
 Upon review of your plan your assessor will email you the date and time of the meeting to
discuss the plan and to provide input and possible approval.

PART C: PARTICIPATE IN CHANGE MANAGEMENT PLAN MEETING

INSTRUCTIONS:

1. Participate in a change management plan meeting. Your assessor will play the role of the
CEO and change expert.
 The purpose of this role play meeting is to review your research and your Change
Management Plan and to seek feedback and approval for the next phase – the
implementation of the plan. You must obtain this input and approval before you
commence Assessment Task 3.
 Your assessor will ask you to explain the purpose and importance of a number of the
components of your change management plan
 During the meeting, you will be assessed on your effective oral communication and
interaction skills.
 Your assessor will provide you with feedback, which you must use in the Change
Management Plan and the Communication and Education plan.
2. Following the meeting, update your Change Management Plan ensuring that you
complete the revision history and submit your updated plan via email to your assessor
(the CEO). Your assessor will provide final approval of your plan.

What do I need to hand in for this task? Have I completed this?

Part A – You are not required to hand in anything
N/A
for this part for the assessment
Part B – Version 1 of Change Management Plan 
Part C – Updated Change Management Plan 
Role-play notes 
Role Play Checklist
(To be completed by the trainer/assessor at the time of the role play/observation and
submitted by the student at the time of assessment submission.)

Student Name: ________________________ Student ID: ______________________

Date of Assessment: ___________________ Signed: _________________________

S N/S Comments and feedback to

To be assessed as satisfactory (S) in this
student
assessment task the participant needs to
demonstrate competency in the following
critical aspects of evidence
a) Provide an introduction to the meeting,
clearly stating the purpose of the  
meeting.
b) Build rapport with the team
 
c)
 
 Discuss the company’s situation with the
expert based on the information in the
scenario
 Seek advice on how to manage the
changes that are required
 Ask questions about the advice the
expert provides
 Demonstrate understanding of change
management and best practice
through use of informed questions and
understanding of change management
concepts?
 Seek approval for the plan and
reporting protocols?
 Provide information on the expert
sources of information that they have
collected?
 Demonstrate understanding of how
organisational behaviour and the
external environment can impact on
change strategies?
 Demonstrate understanding of the
purpose and importance of at least four
components of the change
management plan?
d) Role modelling leadership and ethical
behaviour  
 e) Using effective verbal and non-verbal
communication skills, for example, speak  
clearly and present information
confidently, encourage questions,
actively listen and respond positively to
questions and feedback
f) Build trust, confidence and respect
through providing leadership and an  
inspiring but factual presentation
g) Make decisions that reflect the team's
needs and expectations, and in line with  
the risk management plans

Assessors Name: __ Erdem Celik __________ Title: _Trainer and Assessor__

Signed: _________________________________ Date: _____________________

Students: Please fill out this cover sheet clearly and accurately. Make sure you have kept a
copy of your work.

Student
Student ID
Name

Unit Code Date of

BSBINN601
and Name submission

I declare that
 these tasks are my own work.
 None of this work has been completed by any other person.
 I have not cheated or plagiarised the work or colluded with any other student/s.
 I have correctly referenced all resources and reference texts throughout these
assessment tasks.
 I understand that if I am found to be in breach of policy, disciplinary action may be taken
against me.

Student
Signature

Assessment Task Task Result Date Type Of Submission

□ C (Competent) ☐ First submission

Project □ NYC (Not Yet ☐ First re-submission
Competent) ☐ Second re-
□ NA (Not Assessed) submission

Assessor feedback

Assessor Name Date

Assessor Signature
To complete the unit requirements safely and effectively, the
individual must:
Arrange and manage activities to deliver the communication
P1
or education plans to relevant groups and individuals
Consult with relevant groups and individuals for input into the
P2
change process
Identify and respond to barriers to the change according to
P3
risk management plans
Action interventions and activities set out in project plan
P4
according to project timetable
P5 Activate strategies for embedding the change

Conduct regular evaluation and review and modify project

P6 plan where appropriate to achieve change program
objectives
P7 Evidence of the ability to:

Obtain approvals and agree reporting protocols with relevant

E1 managers and implement the plan including addressing barriers to
change
Review and evaluate the change management project plan and
E2
modify as needed to achieve objectives.
  Task summary

There are three parts to this assessment

 Part A – You are required to prepare for your presentation
 Part B – You are required to conduct your presentation
 Part C – You are required to review your change management plan and make
adjustments

 Resources and equipment required to complete this task

o Computer and Microsoft Office (Word).

o Access to the Internet for research, textbooks and other learning materials
o Presentation technology (e.g. PowerPoint or similar program)
o Space to conduct a meeting (presentation)
o Access to role-play participants (assessor and students) for your presentation
o Staff survey comments

 When and where should the task be completed?

o This task may be done in your own time as homework or you may be given time to
do this task in class (where applicable).
o Your assessor will provide you with the due date for this assessment.

 What needs to be submitted?

o Part A – You are required to submit your communication with staff communication via
email to your assessor.
o Part B – PowerPoint slides created in PART A.
o Part C – You are required to submit your evaluation report and updated change
management plan via email to their assessor.
o Role-play notes

Instructions:
o You will participate in a role-play (see template at the end of this task).
o Please use the “Template for a Report” (given by your trainer) to complete this
assessment.
o Your assessor will advise as to whether you must email them your completed
assessment, submit the file on a USB drive or hand in a hard copy.
Read the following case study / scenario and complete activities that follow.

Case study / Scenario

Assume that one of your communication and education strategies was to invite staff to an
information session on the planned change. As part of this communication staff will have
the opportunity to complete an online survey regarding their feelings about change in
general and how they think Samson Media has communicated change previously.
The information session must contain a presentation of the change process, the reason for
the change, impact of the change and brief details of the planned change. You also
need to ensure you promote the benefits of the change.
You need to clearly demonstrate the activation of your strategies in your presentation -
responding to the barriers to change in accordance with your risk assessment and
embedding the change into the organisation.

Complete the following activities:

PART A: PREPARE FOR THE PRESENTATION

INSTRUCTIONS:

1. Your assessor will provide details of the date, time and location of the presentation, and
invite other students to play the part of staff.
2. Prepare staff communication (email invitation for a meeting). Prepare the
communication to staff ensuring that it includes the arrangements for the information
session (time and place, etc.) and enough information to entice them to come along. This
communication may be in the form of an email, a memo, a poster or formal letter.
3. Prepare the presentation (20 – 25 slides). The presentation should be in PowerPoint or
similar presentation software and you will have 15-20 minutes for the presentation.
4. Send your communication via email to your assessor (as a staff member).

PART B: CONDUCT THE PRESENTATION

INSTRUCTIONS:

1. Conduct the presentation in the designated timeframe

 Your assessor will play the part of a staff member as will the other students
 You must provide the opportunity for input and feedback and seek ideas or
suggestions on the change process from the group
 You will be required to demonstrate effective communication skills and appropriate
language to respond to issues and questions raised by employees.
 Bear in mind that there will be some sensitivities, as the changes will require job losses.
One of the staff members will be upset and you will need to handle this. You will need
to do this through using your problem-solving skills to work out how to handle this
situation, and apply effective negotiation and consultation skills.

PART C: PREPARE REPORT AND UNDATE YOUR PLAN

INSTRUCTIONS:

1. Complete evaluation of the presentation and the staff survey comments in a brief report
a) Outline how your presentation was received. Evaluate how you responded to the
barriers of the change and how effective your strategies to embed the change are going
to be over the lifetime of the change management plan based on feedback from staff.
Recommend at least modification to your plan.
b) Discuss the ideas and suggestions made by the staff and whether or not you will
include them into your plan.
c) Evaluate the survey comments (provided by your assessor) and make at least one
recommendation for a modification to your Change Management Plan
d) Update your project plan to incorporate your recommendations as well as the
changes to the Action plan, the Communication and Training plans to include the
activities and timeframes for this assessment (the information session and staff survey).
e) Submit your report and updated Change Management Plan to your assessor via
email (as the CEO of Samson Media). Your email must include a brief overview of the
changes to your plan and the reasons for the changes.

What do I need to hand in for this task? Have I completed this?

Part A – Email communication sent to staff


(screenshot or copy)

Part B – PowerPoint slides created in PART A 

Part C – Evaluation Report and updated


change management plan
 Please provide any feedback you may have for this unit.

Resources

Trainer and Assessor

Other Feedback

…………….………….………………………………………….……..……. Tear Here………...…………….………………………….……………………

Students should retain the section below as their receipt for submitting this work.
Students are required to keep a copy of all submitted work.

Student’s Name Student’s ID:

Type of submission □ First Submission □ First Re-submission □ Second Re-submission

Date of Submission Unit Code & Name BSBINN601 LEAD AND MANAGE ORGANISATIONAL
CHANGE

□ Written Questions (Task 1)

Assessment tasks
submitted (Please
tick)
□ Report, and Role-play (Tasks 2)

□ Project, and Role-play (Tasks 3)

Staff Name Staff Signature