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Assessmen Asses smentt 2 – Role Play Instructions:
This assessment consists of two parts. Trainer may decide whether this will be an individual or a group assessment.
If you are not sure about any aspect of this assessment, please ask for clarification from your Trainer.
Duration: Trainer will set the duration of the assessment.
Change Management- Assessment Task 2
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[email protected] Lower Ground, 101 Sussex St., Sydney NSW 2000 Australia | www.wic.nsw.edu.au ABN: 19 080 559 600 | CRICOS CODE: 01856K | RTO: 90501
Procedure Part A
Using the scenario 1 information supplied, the student will undertake a cost-benefit analysis for high-priority change requirements, undertake a risk analysis, identify barriers, and develop mitigation strategies. The student will develop a change management project pla n, assign resources and develop a reporting process. The student will then present his/her analysis and project plan to management for approval. 1.
Review the simulated workplace information for Fast Track Couriers.
2.
Develop a change management strategy for Fast Track, which you will present to management (your trainer) for approval, by following steps 3 –8 below.
3.
Identify change goals and specify: a.
who/what is impacted
b.
how they are impacted
c.
when the impacts will be realised.
4.
Identify the change goals you have identified are related to organisation’s strategic goals.
5.
Undertake a cost-benefit analysis of the of the change requirements. Include:
6.
7.
a.
the change requirements
b.
the costs of changes
c.
risks
d.
the possible benefits of each change
e.
assessment of the benefits against the costs and risks
f.
categorised changes: i.
feasible (F)
ii.
maybe feasible (MF)
iii.
not feasible (NF).
Undertake a risk analysis of the change requirements: a.
identify the risks and barriers
b.
analyse and evaluate the risks and barriers
c.
identify mitigation strategy.
Develop a change management project plan. In order to justify your plan, include a brief explanation of the change management theory/methodology followed to embed change. Your plan must reflect theory and you must be prepared to explain to management how key elements of your plan, such as stakeholder management, communication, education/training plans, show elements of a particular theory.
8.
Include the following components in your plan:
Change Management- Assessment Task 2
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a.
b.
c.
9.
Stakeholder management: i.
identify key stakeholders and roles
ii.
identify commitment level
iii.
identify concerns/issues (and how can these will be a ddressed)
iv.
consultation methods for engaging identified stakeholders.
Communication plan: i.
audience
ii.
message
iii.
when this communication will occur
iv.
how the message will be communicated (e.g. email, face to face, newsletter)
v.
person responsible.
Education/training plan: i.
participants
ii.
the skills the training will provide
iii.
when the training will occur
iv.
how the training will be delivered (e.g. class room, online, on-the-job)
v.
person responsible.
Your project plan should also include a measuring/reporting strategy. Measurement and reporting strategy should include: a.
how you will measure success
b.
how you will report success including: i.
format of reports
ii.
when will reports be produced (weekly, fortnightly, monthly)
iii.
who will receive a copy of the report.
10. Finally, your project plan should also include a list of resources (tools, supplies, etc.) 11. Deliver a formal presentation (using PowerPoint) to management (your trainer) to gain approval for your change management strategy. Your trainer will approve your strategy based on your completion of this assessment task and satisfaction of specifications below. 12. Ask for authorisation to implement strategy. 13. Submit all documents to your trainer as per the specifications below. Ensure you keep a copy of all work submitted for your records. Part B
Based on the scenario 2 provided, you will develop a performance improvement strategy, brief a team of peers on the strategy, develop the strategy and encourage innovation within the group session, and incorporate Change Management- Assessment Task 2
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[email protected] Lower Ground, 101 Sussex St., Sydney NSW 2000 Australia | www.wic.nsw.edu.au ABN: 19 080 559 600 | CRICOS CODE: 01856K | RTO: 90501
results of consultation into strategy. You will develop risk and cost-benefit analyses which you will submit to your trainer for approval. 1.
Read the case study ‘A. C. Gilb ert’ (Appendix 2). Assume no improvements have been made and the
company is still operating in the same way today as when it closed in 1967. 2.
Consider the following scenario: Your manager, as per organisational processes for continuous improvement, has asked you to develop a performance improvement strategy, brief the management team, develop the idea with the team, seek the team’s approval and seek final approval from your manager.
3.
4.
Develop a one page performance improvement strategy related to competitiveness. Include: a.
strategic goals
b.
description of proposed process or amendment to current process
c.
brief explanation of how proposal will improve performance and competitiveness
d.
KRAs, KPIs, targets.
Prepare to deliver a 20 –30 minute management team briefing and consultation session: a.
distribute your proposed strategies to team (t eam members may be other learners, or oth er group approved by trainer)
b.
c. 5.
ask team to consider strategy, including: i.
pros and cons
ii.
changes or improvements to strategy
iii.
preparing to discuss changes or improvements at team briefing and consultation session
agree time for session (agree time with trainer to ensure trainer can observe session).
Lead session. a.
discuss options and work through group suggestions
b.
use creative techniques to generate or develop ideas
c.
work through implications of suggestions to trial them
d.
encourage group to point out issues or potential problems during trailing
e.
if and when applicable, accept failure of ideas and recognise successful ideas.
6.
Summarise results of session and seek group’s approval for amended strategy.
7.
Incorporate results of session into revised strategy.
8.
Develop a risk analysis for strategy.
9.
Develop a cost-benefit analysis for strategy.
10. Arrange a time to meet with trainer (as your manager) to discuss strategy, risk and cost-benefit analyses. Explain costs and benefits. Seek approval for strategy. 11. Submit documents to your trainer as per the specifications below. Ensure you keep a copy of all work submitted for your records. Change Management- Assessment Task 2
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T. +61 2 9283 4388 | E.
[email protected] Lower Ground, 101 Sussex St., Sydney NSW 2000 Australia | www.wic.nsw.edu.au ABN: 19 080 559 600 | CRICOS CODE: 01856K | RTO: 90501
Your Tasks (Specifications) Part A
You must present and then submit copy of:
One PowerPoint presentation containing analysis and change management project plan.
Your trainer will be looking for:
knowledge of change management process or cycle
knowledge of components of change management project plan
knowledge of specific organisational requirements
knowledge of potential barriers to change
knowledge of a range of strategies for embedding change
leadership skills to gain acceptance of plan and gain trust
planning and organising skills
problem-solving skills to identify and respond to barriers to change and analyse risks
verbal communication skills to describe and promote change management plan
Part B
You must provide a:
one page performance improvement strategy 20 –30 minute team briefing and consultation session (team members may be other learners, or other group approved by trainer)
revised one page performance improvement strategy
written risk analysis
written cost-benefit analysis.
Your trainer will be looking for:
application of quality management and continuous improvement theories in improvement strategy
demonstration of creativity and innovation theories in group consultation
application of organisational learning principles
demonstration of cost-benefit analysis
demonstration of risk management
analytical skills to identify improvement opportunities
demonstration of creativity skills to think laterally and identify improvement opportunities that come from group
demonstration of learning skills to develop options for continuous improvement
demonstration of teamwork and leadership skills to lead group session.
Appendix 2 Scenario 1: Fast Track Couriers Pty Ltd You are an external change management consultant employ ed by Fast Track Couriers. You have been asked by the General Manager to develop a change management strategy and present the strategy t o management for approval. Change Management- Assessment Task 2
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Management has identified the following high-priority change requirements:
Goal A: Implement PDA/ GPS usage (productivity function) on truck fleet in the first quarter of the 2012 financial year. Goal B: Implement one person/truck policy using automatic lift gates in the first quarter of the 2012 financial year.
Achievement of these goals should increase net profit in the next financial year by $200,000 due to increased efficiencies and increased business. Goal A is essential to the business to ensure (in priority order): 1.
Most efficient use of resources to cover market needs. Management will look at more than the raw hours spent on job and consider all factors such as job difficulty, traffic conditions in order to optimise fleet usage.
2.
Job performance measurement for training needs.
3.
Recognition of outstanding performance (bonuses for exceeding targets; advancement/ leadership opportunities).
Goal B is essential to the business to ensure:
Most efficient use of resources to cover market needs.
Reduced need to hire external truckers; use present employees as much as possible.
Reduced possibility of lifting injury.
The change management strategy, once approved by the General Manager, should be implemented immediately.
Change Management- Assessment Task 2
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