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BSBLDR601 Lead and manage organisational change BSBLDR601 Lead and manage organisational change Release: 1 BSBLDR601 Lead and manage organisational change Date this document was generated: 16 December 2022 Approved Page 2 of 4 © Commonwealth of Australia, 2022 PwC’s Skills for Australia BSBLDR601 Lead and manage organisational change Modification History Release Comments Release 1 This version first released with BSB Business Services Training Package Version 7.0. Application This unit describes the skills and knowledge required to lead and manage organisational change. The unit applies to managers with responsibilities that extend across the organisation or across significant parts of a large organisation. They may have a dedicated role in human resources management, workforce development, or work in a strategic policy or planning area. No licensing, legislative or certification requirements apply to this unit at the time of publication. Unit Sector Social Competence – Leadership Elements and Performance Criteria ELEMENT PERFORMANCE CRITERIA Elements describe the essential outcomes. Performance criteria describe the performance needed to demonstrate achievement of the element. 1. Develop change management strategy 1.1 Identify major operational change requirements according to organisational objectives, performance gaps, business opportunities or threats, and management decisions 1.2 Assess risks and opportunities presented by operational change requirements 1.3 Consult stakeholders, specialists and experts to confirm the change management opportunities and process 2. Implement change management strategy 2.1 Assign resources to the project and confirm reporting protocols with relevant stakeholders 2.2 Develop communication or education plan, in consultation with relevant personnel 2.3 Arrange and manage activities for delivery of communication or BSBLDR601 Lead and manage organisational change Date this document was generated: 16 December 2022 Approved Page 3 of 4 © Commonwealth of Australia, 2022 PwC’s Skills for Australia ELEMENT PERFORMANCE CRITERIA education plans 3. Evaluate change management strategy 3.1 Assess performance of communication or education plan against objectives 3.2 Identify and respond to barriers to the change according to risk management plans and organisational objectives 3.3 Modify communication or education plan according to change program objectives Foundation Skills This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance. SKILL DESCRIPTION Reading Interprets detailed information that may deal with complex ideas related to issues both within and outside the workplace context Writing Uses clear and precise language to develop information about objectives, requirements, activities and recommendations Develops complex plans and strategies in appropriate format for the audience and purpose Oral Communication Discusses and seeks information using appropriate structure and language for the audience Uses questioning and active listening to clarify or confirm understanding Numeracy Interprets, analyses and presents numeric information in complex documents Initiative and enterprise Takes a lead role in the execution of organisational strategic goals and associated roles and responsibilities Develops new and innovative ideas through exploration and lateral thinking Teamwork Uses a variety of communication tools and strategies to build and maintain effective working relationships Uses inclusive and collaborative techniques to seek feedback, negotiate and consult with a range of stakeholders Planning and organising Plans, organises and implements activities required to achieve strategic priorities and outcomes, including consulting with others and sequencing events to minimise uncertainty for staff Uses problem-solving skills to identify and analyse issues or barriers, and develop responses BSBLDR601 Lead and manage organisational change Date this document was generated: 16 December 2022 Approved Page 4 of 4 © Commonwealth of Australia, 2022 PwC’s Skills for Australia Unit Mapping Information No equivalent unit. Supersedes but is not equivalent to: BSBINN601 Lead and manage organisational change BSBLDR805 Lead and influence change BSBMGT615 Contribute to organisation development. Links Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10 https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10 BSBLDR601 Lead and manage organisational change Modification History Application Unit Sector Elements and Performance Criteria Foundation Skills Unit Mapping Information Links Assessment Requirements for BSBLDR601 Lead and manage organisational change Assessment Requirements for BSBLDR601 Lead and manage organisational change Release: 1 Assessment Requirements for BSBLDR601 Lead and manage organisational change Date this document was generated: 24 January 2023 Approved Page 2 of 3 © Commonwealth of Australia, 2023 PwC’s Skills for Australia Assessment Requirements for BSBLDR601 Lead and manage organisational change Modification History Release Comments Release 1 This version first released with BSB Business Services Training Package Version 7.0. Performance Evidence The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to: develop and implement a change management plan to lead and manage organisational change. In the course of the above, the candidate must: analyse and interpret information about the organisation’s internal and external environment and consult with stakeholders to identify requirements and opportunities for changes that support organisational objectives prioritise opportunities for changes with input from relevant stakeholders develop a change management project plan for the priority changes incorporating resource requirements, risk management and timelines develop strategies to communicate or educate the changes and embed them obtain approvals and agree reporting protocols with relevant managers and implement the plan including addressing barriers to change review and evaluate the change management project plan and modify as needed to achieve objectives. Knowledge Evidence The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of: events or trends that may impact on the achievement of organisational objectives existing policies and practices to guide organisational change methods for conducting cost-benefit analysis for high priority change requirements and opportunities methods for conducting risk analysis, including barriers to change and relevant mitigation strategies content of communication and education plans, including: Assessment Requirements for BSBLDR601 Lead and manage organisational change Date this document was generated: 24 January 2023 Approved Page 3 of 3 © Commonwealth of Australia, 2023 PwC’s Skills for Australia promotion of benefits of organisational change change management processes or cycles and strategies for communicating and embedding change organisational behaviour and how the external environment can impact on change strategies components of a change management project plan. Assessment Conditions Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry. This includes access to: workplace documentation and resources relevant to organisational change management. Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards. Links Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10 https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10 Assessment Requirements for BSBLDR601 Lead and manage organisational change Modification History Performance Evidence Knowledge Evidence Assessment Conditions Links Choice Academic CollegeRTO: 41177 Unit Code & Title: BSBLDR601 Lead and manage organizational change Assessment Task 2: Case scenarios Student’s Section (To be completed by the students) Student Name: Student Number: Assessment submission date: I declare that this task and any attached document related to the task is all my own work and I have provided the acknowledgements of sources and references, where appropriate. Student’s signature: Assessor section: Has the activity been answered and performed fully, as required to assess the competency of the student? YesNo Has sufficient evidence and information been provided by the student for the activity? YesNo Comments Provide assessor’s comments here: The student’s performance was: Not yet satisfactory Satisfactory If not yet satisfactory, date for reassessment: Feedback to student: Assessor Declaration: I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback. Assessor Name: Assessor’s signature: Date: Context and Purpose of the Assessment: This assessment will assess your skills and knowledge in the subject BSBLDR601 Lead and manage organizational change. The following table maps the assessment activity against elements and performance criteria of the Unit: Mapping PERFORMANCE CRITERIA All questions 1.1 Identify major operational change requirements according to organizational objectives, performance gaps, business opportunities or threats, and management decisions. 1.2 Assess risks and opportunities presented by operational change requirements. 1.3 Consult stakeholders, specialists and experts to confirm the change management opportunities and process 2.1 Assign resources to the project and confirm reporting protocols with relevant stakeholders. 2.2 Develop communication or education plan, in consultation with relevant personnel. 2.3 Arrange and manage activities for delivery of communication or education plans 3.1 Assess performance of communication or education plan against objectives 3.2 Identify and respond to barriers to the change according to risk management plans and organizational objectives. 3.3 Modify communication or education plan according to change program objectives Case Study 1: Navigating the Future Bounce Fitness, a leading fitness centre in Australia has established itself as a key player in the health and fitness industry by offering comprehensive services such as gym facilities, group fitness classes and personal training sessions. With a focus on innovation and member satisfaction, Bounce Fitness has outlined strategic organisational objectives to propel its growth and maintain industry leadership and wants to implement appropriate change management plan. Organisational Objectives: 1. Increase Member Retention by 20% Aimed at improving member engagement through enhanced services at facilities, thereby fostering a loyal membership base that values a personalised fitness journey. 2. Expand Digital Offerings In response to the digital transformation in fitness, Bounce Fitness intends to increase its online service usage by 30%, offering virtual classes, fitness tracking, and online coaching to cater to the modern fitness enthusiast. The fitness industry is witnessing rapid changes due to evolving lifestyle habits, technological advancements, and shifting consumer expectations. Bounce Fitness has observed changes in member attendance and preferences, with an increasing demand for flexible and digital fitness solutions. Given these dynamics, Bounce Fitness is positioned at a crucial juncture where external trends and events could significantly influence its strategic direction and operational efficiency. Q1 For each organisational objective in the case study scenario: a. Identify at least one event that could influence the achievement of the objective. b. Identify at least one trend that could influence the achievement of the objective. c. Identify the stakeholders who need to be consulted and the role they play in Bounce Fitness’ ability to meet the objective. d. Identify the key topics/areas covered in a change management plan (you can use google to locate one change management plan of real life organisation) Objective: Increase Member Retention by 20% Event Effect on Achieving the Objective Trend Effect on Achieving the Objective Objective: Expand Digital Offerings Event Effect on Achieving the Objective Trend Effect on Achieving the Objective Stakeholders Type of stakeholders Role/Effect on Achieving the Objective Components of change management plan Case Study 2: Strategic Evolution and Change Management Plan Bounce Fitness is poised to embark on a series of strategic changes aimed at enhancing its market position and responding to the evolving needs of its clients. The organisation has identified several high-priority change requirements and opportunities to ensure its continued growth and success in the competitive fitness industry. Bounce Fitness Change management plan aims to: Change Requirements and Opportunities. 1. Digital Transformation Initiative Bounce Fitness plans to significantly upgrade its digital infrastructure. This includes the development of a new application that offers virtual training sessions, fitness tracking and community engagement features to cater to the increasing demand for online fitness solutions. 2. Sustainability Program With a growing emphasis on environmental responsibility, Bounce Fitness seeks to implement a comprehensive sustainability program. This program aims to reduce the company’s carbon footprint through the adoption of energy-efficient equipment and sustainable building materials in all its location. 3. Expansion Strategy Bounce fitness is exploring opportunities to expand its physical presence into new markets, specifically targeting underserved regions where demand for quality fitness facilities are high. 4. Staff Training and Development Recognising the importance of a well-trained staff to member satisfaction and retention, Bounce Fitness intends to launch an enhanced training and development program for its employees. Questions To ensure that these strategic changes lead to positive outcomes, Bounce Fitness must conduct thorough cost-benefit analyses for each change requirement and opportunity. The analyses will help determine the financial feasibility, potential ROI, and strategic impact of each initiative Q2 For each change requirement or opportunity in the case study scenario: · Identify at least one method for conducting cost-benefit analysis. · Explain how to use each method identified in relation to the change requirement or opportunity. Change Requirement or Opportunity Method for Conducting Cost-Benefit Analysis How to Use Each Method Identified. i. Digital Transformation Initiative ii. Sustainability Program iii. Expansion Strategy iv. Staff Training and Development Case Study 3: Adapting to External Environment and evaluation of change management plan. Bounce Fitness finds itself at a crossroads due