KII6003 Change Management
Before you commence your Assessment, ensure that you have sufficient knowledge of the subject, have thoroughly read your Learner workbook, and clearly understand the Assessment requirements and the expectations of the Assessor.
You may be required to demonstrate knowledge and skills which may be difficult for the Assessor to witness. If so, an Evidence Record is supplied which will allow the knowledge or skill to be verified by at least one third party, and preferably two or more. These witnesses would usually be current or recent supervisors or your Assessor.
Explanations are given for each Task. If you have any questions, consult with your Assessor.
The assessment tasks may be answered using your workplace, the simulated business or a mixture of both as instructed by your Assessor.
All assessments in this subject/unit must be completed in the class under the supervision of your facilitator. Once completed the assessments are to be uploaded on LMS in individual student profile for marking.
- All assessments must be attempted
- All questions must be answered in an appropriate manner as per the requirements.
- Follow the Assessor’s instructions to complete the assessments
Individual assessments are to be marked as “Satisfactory” or “Not Yet satisfactory”. The final outcome of this subject/unit is to be recorded in “Unit outcome Record” as “competent” (C) or “Not Yet Competent” (NYC) and/or in LMS. In order to be competent in a given unit of competency the student must satisfactorily complete all assessment tasks and. If more than one unit of competency are clustered to form a subject, the students are still required to attempt all assessments.
Assessment Task 2
This assessment consists of one (1) part all of which must be answered.
The instructions to complete this assessment are included on the following page. Follow the instructions with each question.When you are confident that you have met all requirements for this assessment task, upload your file using your file using Learning Management System (LMS) for marking.
Assessment Task 2 – Strategic proposal
Based on your business analysis review and report, develop a strategic proposal that recommends possible changes that the organisation should consider in the future. It will include a small project plan outlining key elements to move forward (approximately 1200 words).
Scenario or background information:
Based on the analysis you carried out in Task 1, your next task is to develop a strategic proposal to be presented to senior management for approval.
The strategic proposal should be written in a report format designed to apprise senior management of your conclusions from your analysis and persuade them to move forward with your suggestions. It will be supported by a short presentation (4-6 slides). The proposal will outline your key vision for the company and the broad steps required to get it from its current state to the desired future state. The strategic proposal will include a (concise/small/brief) project plan addressing the key issues and challenges of implementing such a change and what you feel is required to assist the company to manage the organisation through this change
It should help them see, feel and understand why this change is necessary, how it will grow the company and why the change has to be managed carefully (e.g. stay ahead of competition, value for shareholders, change initiatives often fail, employees not engaged, resistance, etc.)
This proposal should summarise the key objectives, the desired state, the expected changes involved, how those changes will be managed and your overall strategy in making it all happen. It should ask also for management’s approval to proceed. Remember your audience is senior management/board, not general employees. Therefore, your rationale, content and your persuasive approach should be framed in this context.
Your proposal guide should address the following elements:
- Outline purpose. What is this proposal seeking to do, who is it for, what is it about and what is expected of the reader?
- Introduction/background. A brief background to the situation, why is this necessary, outline the expected outcomes and describe the pros and cons of moving forward or not with this strategy. Sell the concept! Why should management care, what are the opportunities, what will improve? Wow the audience.
- Grand vision. Describe your vision for the future to help the company stay relevant and successful in business and/or to seize a lucrative opportunity. Clearly identify the broad changes needed achieve your vision.
- Key steps/phases/resources/timelines. Broadly outline these points. Discuss a range of options, solutions and actions. Why complete in that order, timeframes, and with those resources? Will there be a proposed new structure, new systems, new processes, and new people?
- Managing the change. Broadly outline the need to manage this aspect carefully and what support or commitment is required from the organisation and why. What are the crucial elements here? Describe your approach to make it successful. How will you deal with the culture? How will you manage the whole process?
- Change Management plan. You can use whatever template/format you feel comfortable with. However, be sure to name its main project plan and incorporate the following key components:
Strategy to manage the change. What concept shifts do you think are required for this change to happen/occur? Describe how people will need to think differently. Ensure you cover the following:
Engagement. How will you maintain momentum, a sense of achievement and optimism throughout the change process? How will you make it stick after the change has been implemented? When identifying areas of success for the project, how will you make these visible in the organisation to reinforce the change?
- Communication. What is going to be the most effective way to reach the key stakeholders and to ensure their buy-in and commitment to the program?
- Resistance. Identify the potential barriers to change. List the areas and/or types of resistance you may encounter and describe the techniques you will use to respond or overcome them.
- Stakeholders. Identify the key stakeholders in the organisation who will be affected. Explain why they are important to this change and what input is required of them. Explain how this input will be obtained, how will stakeholders share and transfer knowledge and what relationships will need to change?
- Estimated resources required. Broadly define teams, training programs, buildings, equipment, IT, brochures, videos etc. How will usage of these be reported to senior management?
- Specific activities that need to be carried out relating to 6.2. Describe and detail how they will be carried out and for whom, when and why (for example, to address the engagement part of the project plan an activity could be reward programs for lower staff and middle management for complying with change requests during the process).
- Impact, risks and contingencies. Describe and focus on the risks associated with your engagement, communication and resistance. Cover the risks before during and after the change project
- Sign off/approval. Signature page (have your teacher sign).
- Summary. Your report should be accompanied by a short presentation (4-6 PowerPoint slides) that effectively summarises your proposal and what you are asking/seeking approval for.
When you have completed this assessment upload your file to Learning Management System (LMS)
The assessment should be able to demonstrate competency in the following:
- Outline/purpose: The proposal must show the reason for the document and its intentions, background information on who the readers are and the expectations.
- Introduction/background: The learner has to demonstrate the benefits/disadvantages of the proposal and convince the reader of its worth. Persuasive language is required to motivate the reader.
- Grand vision: Evidence of a future operation or a plan that is summarised including what needs to change to make it happen.
- Key Steps/Phases/Resources/Timelines: The learner should clearly describe a broad overview of the implementation process, demonstrating clear planning and organising skills to sequence events.
- Managing the change: The learner should be able to articulate and describe why the change process needs to be managed, demonstrating their understanding of the change management process/cycle and organisational behaviour. The learner should outline their rationale and opinion of how their approach demonstrates great leadership skills and creative means to enable the affected people to better accept the change.
- Change Management plan: Learners must develop a change management project plan to support criteria 3-5 above. It should address all the requirements stated in 6.1-6.6. This should be attached as an appendix to the report and include an area for sign off with management (teacher).
- Sign off/approval: The learners must get approval to proceed and sign off on the project via the mini project plan from management (teacher).
- Summary: The learners should provide a ‘pitch’ to the management (teacher) on their proposal using persuasive language to motivate or encourage the audience to provide approval to the project.