Assessment Task 3 Practical Demonstration

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Enhance College of Technology

Enhance Professional Training Pty Ltd


ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
2/35 Manilla Street, East Brisbane, Queensland 4169 Australia
Phone: 07 3895 8393 email: info@enhance.edu.au

Assessment 3 – Practical Demonstration

Student Name Student ID Number

Unit Start Date Unit End Date

Assessment Due Date Date Submitted

This cover sheet is to be completed by the student and assessor and used as a record to
determine student competency in this assessment task

The assessment process and tasks were fully explained. Yes / No

I am aware of which evidence will be collected and how. Yes / No

I am aware of my right to appeal an assessment decision. Yes / No

I am aware that I can locate the RTO’s Complaints and Appeals Policy and Procedure on Yes / No
their website at (insert website address)

I have discussed any additional educational support or reasonable adjustments I require in


order to undertake this assessment with the Student Support Services Officer and Trainer /
Yes / No
Assessor, (if applicable). e.g. Student Handbook and Access and Equity Policy (insert website
address)

I have access to all required resources? Yes / No

Cheating & Plagiarism Declaration

Student Declaration: In accordance with the RTO’s Plagiarism Policy, I hereby acknowledge by signing this
declaration that I have not cheated or plagiarised any work regarding the assessment tasks undertaken in this
unit of competency except where the work has been correctly acknowledged.
NOTE: Student must sign this prior to submitting their assessments to the assessor

Signature Date: _____ / ______ / 20______

Assessment Satisfactory or Not Yet Satisfactory


Results (Please circle the assessment result for this task)

Feedback to Student - Please provide general feedback on the Student’s performance

Student Declaration: - I verify that the work completed is Assessor Declaration: - I verify that I have adequately
my own and that I was adequately informed of the explained and negotiated the assessment tasks with the
assessment process prior to commencing this assessment student prior to commencing assessment.
task.

Student Name: Assessor’s Name:

Student Signature Date Assessor Signature Date

Page 1 of 17
BSB61015 Advanced Diploma of Leadership and Management
Unit: BSBINN601 – Lead and Manage Organisational Change
Document Version: 1 Updated: 12Sep19 Source: S.L.S.8.8
Enhance College of Technology
Enhance Professional Training Pty Ltd
ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
2/35 Manilla Street, East Brisbane, Queensland 4169 Australia
Phone: 07 3895 8393 email: info@enhance.edu.au

Student Guide for Practical Demonstration Assessment

Instructions Instructions to include, but not limited to:


1. Student will be assessed in a classroom, simulated workplace or students actual
workplace environment.
2. Ensure the student is aware of the assessment requirements at the commencement
of the unit
3. The students are required to work alone to answer questions.
4. The questions are aimed at testing the student’s knowledge and skills of leading
and managing organisational change.
5. This practical demonstration assessment comprising of a questions that need to be
addressed in the correct format and methods using the provided business scenario.
6. The student is required to complete 15 – 20 minute practical assessment for this
unit of competency. To complete this task, the student will need to answer the 9
questions in this practical assessment and in their own words, all required
accompanying document/s.
7. The student answers should be recorded in the student practical demonstration
assessment question booklet.
8. After the student has successfully completed the practical demonstration
assessment, they must present the all required accompanying document/s to the
Trainer/Assessor for evidence.
9. The student will receive up to two (2) attempts at this assessment task. Should the
1st attempt be Not Yet Satisfactory (NYS), the Trainer/Assessor will provide
feedback and will arrange a date for the student 2nd attempt. If the student 2nd
attempt is Not Yet Satisfactory (NYS), or the student fail to attend of date scheduled
for the 2nd attempt, the student will receive an overall unsatisfactory result for this
assessment task.
10. In special circumstances this practical demonstration assessment may be delivered
as a third party report, video or skype form in which the assessor shall mark the
assessment and identify the assessment was presented in a form other than in
prescribed face to face classroom setting.

Task/s to be The tasks you will be observed undertaking are:


assessed
- one survey
- drafts of communications and overall project plans to indicate review of plans (including
highlighted strategic element/s)

- planning and support documents for your 15–20 minute information session (such as a plan
for the session, PowerPoint presentation, handouts, and a creative activity for gaining trust
and acceptance of change process).

- explain the change management process


- outline components of the change management project plan

- demonstrate knowledge of specific organisational requirements from the scenario


- outline potential barriers to change from the scenario
- describe a range of techniques for embedding change and gaining trust
- demonstrate leadership skills to gain acceptance of plan and gain trust
- provide innovation skills to develop creative ways of getting people to
accept change

- demonstrate planning and organising skills


- demonstrate problem-solving skills to respond to barriers to change

Page 2 of 17
BSB61015 Advanced Diploma of Leadership and Management
Unit: BSBINN601 – Lead and Manage Organisational Change
Document Version: 1 Updated: 12Sep19 Source: S.L.S.8.8
Enhance College of Technology
Enhance Professional Training Pty Ltd
ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
2/35 Manilla Street, East Brisbane, Queensland 4169 Australia
Phone: 07 3895 8393 email: info@enhance.edu.au
- develop project management skills to implement change management strategy
- demonstrate teamwork skills to consult with relevant groups for input

- use verbal communication skills to describe and promote change


management plan.

Oral Questioning During the assessment your assessor will ask you oral questions that will address the
knowledge aspects of the unit of competency. You will respond orally, and your assessor
may record your response or use your response to determine sufficient under pinning
knowledge.
Topics will include:
- explain the change management process
- outline components of the change management project plan
- outline potential barriers to change from the scenario
- describe a range of techniques for embedding change and gaining trust

- describe and promote change management plan

Time allowed On average, the Assessment should take 4-6 hours to complete

Location Assessment will be completed in a classroom under the supervision of a trainer/assessor.

Decision making To achieve a satisfactory outcome, you must be able to: -


rules
- Explain the change management process or cycle and strategies for communicating and embedding
change;
- Explain how organisational behaviour and the external environment can impact on change
strategies;
- Describe the components of a change management project plan;
- List potential barriers to change and explain possible strategies to address barriers.
Expected answers to oral questions are indicative of the correct answer.
Your assessor will be looking for the following in this assessment task: -
You must lead and manage organisational change for specific applications that follows
workplace procedures to meet required outcomes. This includes:
- Identify change requirements and opportunities
• Identify strategic change needs through an analysis of organisational objectives
• Review existing policies and practices against strategic objectives to identify where changes
are required
• Monitor the external environment to identify events or trends that impact on the achievement
of organisational objectives
• Identify major operational change requirements due to performance gaps, business
opportunities or threats, or management decisions
• Review and prioritise change requirements or opportunities with relevant managers
• Consult stakeholders, specialists and experts to assist in the identification of major change
requirements and opportunities
- Develop change management strategy
• Undertake cost-benefit analysis for high priority change requirements and opportunities
• Undertake risk analysis and apply problem solving and innovation skills to identify barriers to
change and agree and records mitigation strategies
• Develop change management project plan
• Obtain approvals from relevant authorities to confirm the change management process
• Assign resources to the project and agree reporting protocols with relevant managers

Page 3 of 17
BSB61015 Advanced Diploma of Leadership and Management
Unit: BSBINN601 – Lead and Manage Organisational Change
Document Version: 1 Updated: 12Sep19 Source: S.L.S.8.8
Enhance College of Technology
Enhance Professional Training Pty Ltd
ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
2/35 Manilla Street, East Brisbane, Queensland 4169 Australia
Phone: 07 3895 8393 email: info@enhance.edu.au
- Implement change management strategy
• Develop communication or education plan, in consultation 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 or education plans to relevant
groups and individuals
• Consult with relevant groups and individuals for input into the change process
• Identify and respond to barriers to the change according to risk management plans
• Action interventions and activities set out in project plan according to project timetable
• Activate strategies for embedding the change
• Conduct regular evaluation and review and modify project plan where appropriate to achieve
change program objectives

Performance The assessment methods must be by direct observation of tasks on required skills and
Observation knowledge to ensure correct interpretation and application. Your Assessor will observe you
Criteria for on the following observations:
Assessment Task
• Analyse and interpret information about the organisations 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 managers;
• 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;

Assessment Assessors must satisfy NVR/AQTF assessor requirements.


conditions
Competency is to be assessed in the workplace or a simulated environment that accurately
reflects performance in a real workplace setting.
Assessment must include direct observation of tasks.
Where assessment of competency includes third-party evidence, individuals must provide
evidence that links them to the leadership or management of organisational change that the
student has performed.
Assessors must verify performance evidence through questioning on skills and knowledge
to ensure correct interpretation and application.

Resources required The following equipment will be made available to students:


- Simulated or workplace documentation and resources
- Office equipment, materials and software packages (such as laptops, WiFi,
Microsoft Suite)
- Case studies to examine or real workplace situations to analyze
- Interaction with coworkers, students or other individuals.

Results/Re- • Your Assessor will grade as either S – Satisfactory or NYS – Not Yet Satisfactory
assessment for the assessment. In all cases your Assessor will provide you with feedback.
• Only when all assessment tasks have been graded as S – Satisfactory you will be
deemed C – Competent in the final result of the unit of competency; if you do not
satisfactorily complete all the assessment tasks you will be deemed NYC – Not Yet
Competent.
• If the evidence is graded as NYS – Not Yet Satisfactory you will be required to re-
submit the evidence. In this case, you will be provided with clear and constructive
feedback based on the assessment decision so that they can improve your skills /
knowledge prior to reassessment.

Page 4 of 17
BSB61015 Advanced Diploma of Leadership and Management
Unit: BSBINN601 – Lead and Manage Organisational Change
Document Version: 1 Updated: 12Sep19 Source: S.L.S.8.8
Enhance College of Technology
Enhance Professional Training Pty Ltd
ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
2/35 Manilla Street, East Brisbane, Queensland 4169 Australia
Phone: 07 3895 8393 email: info@enhance.edu.au
• Where a ‘NYS – Not Yet Satisfactory’ judgement is made, you will be given
guidance on steps to take to improve your performance and provided the
opportunity to resubmit evidence to demonstrate competence. The assessor will
determine and discuss the reasons for NYS – Not Yet Satisfactory on any of the
criteria and will assess you through a different method of assessment e.g.
verbal/oral questioning, problem solving exercises.

Reasonable Assessor may adjust assessment conditions (as required) to suit workplace objectives
Adjustment provided that the integrity of the task is maintained.

Page 5 of 17
BSB61015 Advanced Diploma of Leadership and Management
Unit: BSBINN601 – Lead and Manage Organisational Change
Document Version: 1 Updated: 12Sep19 Source: S.L.S.8.8
Enhance College of Technology
Enhance Professional Training Pty Ltd
ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
2/35 Manilla Street, East Brisbane, Queensland 4169 Australia
Phone: 07 3895 8393 email: info@enhance.edu.au

Assessment 3 – Practical Demonstration


Using the scenario information supplied, you will conduct an implementation review.
You will then consult with a union representative and General Manager to receive
input and develop a revised communication plan. You will action the revised plan by
delivering a 15–20 minute information session to employees. Finally, you will
consider making final revisions to the communications plan and overall project plan
and seek approval from the General Manager.

You must complete:


- one survey
- drafts of communications and overall project plans to indicate review of plans
(including highlighted strategic element/s)
- planning and support documents for your 15–20 minute information session
(such as a plan for the session, PowerPoint presentation, handouts, and a
creative activity for gaining trust and acceptance of change process).

You will be assessed on your abilities to perform the following:


- explain the change management process
- outline components of the change management project plan
- demonstrate knowledge of specific organisational requirements from the
scenario
- outline potential barriers to change from the scenario
- describe a range of techniques for embedding change and gaining trust
- demonstrate leadership skills to gain acceptance of plan and gain trust
- provide innovation skills to develop creative ways of getting people to
accept change
- demonstrate planning and organising skills
- demonstrate problem-solving skills to respond to barriers to change
- develop project management skills to implement change management strategy
- demonstrate teamwork skills to consult with relevant groups for input
- use verbal communication skills to describe and promote change
management plan.
Page 6 of 17
BSB61015 Advanced Diploma of Leadership and Management
Unit: BSBINN601 – Lead and Manage Organisational Change
Document Version: 1 Updated: 12Sep19 Source: S.L.S.8.8
Enhance College of Technology
Enhance Professional Training Pty Ltd
ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
2/35 Manilla Street, East Brisbane, Queensland 4169 Australia
Phone: 07 3895 8393 email: info@enhance.edu.au

Implement Change Management Strategy

Did the Student Perform the Following: S NYS Comments

Student has submitted one survey

Drafts of communications and overall project plans have


been provided
Used verbal communication skills to adequately describe
and promote the change management plan

Has demonstrated teamwork skills by consulting with


relevant stakeholders

Can explain the change management process

Has outlined components of the change management


project plan

Has knowledge of specific organisational requirements


from the provided business scenario

Has clearly outlined potential issues or barriers to change


from the provided business scenario

Displays a range of techniques for embedding change


and gaining trust through the demonstration of leadership
skills to gain acceptance of the plan

Shown skills in developing innovative and creative ways


of getting others to accept change

Displays planning and organising skills in combination


with problem solving skills to respond to issues and
barriers to change
Action survey in accordance with communication plan

Evaluate change management strategy and modify


communication plan
Consult with relevant groups or individuals

Modify original project plan from Assessment 2

Plan a 15 – 20 minute information session


• Discuss the needs of all stakeholders
• Discuss creative technique, activity or tactic you will use
to gain trust and acceptance in the 15 – 20 minute
information session delivered
• Ensure anticipated possible resistance by this
stakeholder and promote plans to gain acceptance

Page 7 of 17
BSB61015 Advanced Diploma of Leadership and Management
Unit: BSBINN601 – Lead and Manage Organisational Change
Document Version: 1 Updated: 12Sep19 Source: S.L.S.8.8
Enhance College of Technology
Enhance Professional Training Pty Ltd
ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
2/35 Manilla Street, East Brisbane, Queensland 4169 Australia
Phone: 07 3895 8393 email: info@enhance.edu.au

Deliver 15 – 20 minute information session as set out in


communications plan
● Address unfounded fears and misunderstandings in
accordance with risk management plan
● Communicate how truckers’ input has been incorporated.
How does Fast Track Couriers demonstrate that they
trust their employees?

Activate strategies for embedding change


● Demonstrate that truckers’ input has been incorporated
● Include technique or tactic to gain trust and acceptance

Page 8 of 17
BSB61015 Advanced Diploma of Leadership and Management
Unit: BSBINN601 – Lead and Manage Organisational Change
Document Version: 1 Updated: 12Sep19 Source: S.L.S.8.8
Enhance College of Technology
Enhance Professional Training Pty Ltd
ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
2/35 Manilla Street, East Brisbane, Queensland 4169 Australia
Phone: 07 3895 8393 email: info@enhance.edu.au

Assessment 3 – Practical Demonstration

Practical Demonstration Goals

Fast Track Couriers has the following goals for the Change Management strategy:
● Goal A:

● Implement PDA/GPS usage (productivity function) on truck fleet in the first quarter of
the 2016 financial year.
● Goal B:

● Implement one person per truck policy using automatic lift gates in the first quarter of
the 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 the following order of importance):
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, etc., in order to optimize 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 of present employees as much as possible

● reduced possibility of lifting injury.

Page 9 of 17
BSB61015 Advanced Diploma of Leadership and Management
Unit: BSBINN601 – Lead and Manage Organisational Change
Document Version: 1 Updated: 12Sep19 Source: S.L.S.8.8
Enhance College of Technology
Enhance Professional Training Pty Ltd
ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
2/35 Manilla Street, East Brisbane, Queensland 4169 Australia
Phone: 07 3895 8393 email: info@enhance.edu.au

Practical Demonstration Task

It is the end of the 2015 financial year and one month into the implementation of a change
management strategy. You are hearing that the implementation has not achieved the
employee’s trust, understanding and support that you expected, which is essential for
success, particularly among truck drivers.
You are an external change management consultant employed by Fast Track Couriers to
revise the communications strategy. You have been asked by the General Manager to
develop and deliver an innovative and more effective communications plan.
Following the communications plan (provided in Appendix 3), you will need to evaluate the
management of truck drivers through the change management process. Develop a survey to
gauge trucker opinion on the following ten dimensions of employee satisfaction.

Dimension Description
Training Is it adequate for role?

Role clarity Are roles and responsibilities clear?

Trust Do employees trust the change management (CM) process and


management?

Evaluation Is performance fairly measured?

Leadership Is leadership adequate and does it inspire confidence?

Communication Is communication clear and two-way?

Procedures Are there clear and effective procedures to follow?

Recognition Is performance recognised?

Diversity Are individual differences valued and appreciated by Fast Track


Couriers?

Teamwork Is teamwork encouraged and promoted?

Once you have completed the survey, meet with the union representative (assessor) to
discuss results and get additional input.
Draft a revised communications plan to conform to the identified risks in the risk
management analysis.
After you have gathered input, meet with the General Manager (assessor) to discuss your
suggested revision of the communications plan.
You will then need to implement the revised plan. Part of the revised communications plan
will include a 15–20 minute information session that you will deliver to the employees.

Page 10 of 17
BSB61015 Advanced Diploma of Leadership and Management
Unit: BSBINN601 – Lead and Manage Organisational Change
Document Version: 1 Updated: 12Sep19 Source: S.L.S.8.8
Enhance College of Technology
Enhance Professional Training Pty Ltd
ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
2/35 Manilla Street, East Brisbane, Queensland 4169 Australia
Phone: 07 3895 8393 email: info@enhance.edu.au

1. Review the simulated workplace information for Fast Track Couriers.


2. Following the communications plan provided in Appendix 3, develop a survey to gather
feedback from employees.
3. Meet with a union representative (your assessor) to receive and discuss the results of
the survey. Anticipate possible resistance by this stakeholder and promote your plans
to gain acceptance. Ask for additional input to help you revise your change
management communications strategy.
4. Draft revised communications plan and overall project plan (from Assessment Task 2)
in consideration of barriers identified through consultation process (with your assessor
acting as a union representative) and those identified in risk analysis provided in
Appendix 2. Highlight strategic elements in your plan that you will deploy to gain trust
and acceptance of change. Ensure you consider the needs of all stakeholders to gain
support for planned changes.
5. Meet with General Manager (assessor) to discuss ideas for revised communications
plan and overall project plan based on feedback.
a. Discuss the needs of all stakeholders.
b. Discuss creative technique, activity or tactic you will use to gain trust and
acceptance in the 15–20 minute information session you will deliver.
c. Ensure you anticipate possible resistance by this stakeholder and promote your
plans to gain acceptance.
6. Develop a plan for a 15–20 minute information session for truckers. Include an outline
of what activities you will be doing, how long you will be doing them, and how the
activity will achieve the goal of employee acceptance of change process. Ensure you
anticipate possible resistance from these stakeholders and plan to overcome
resistance.
7. Deliver session to employees (your assessor/other people enlisted by the assessor to
perform in the role of employees). Ensure you take a consultative approach to the
session and invite participation, questions, input, etc. and ensure you incorporate a
creative technique, activity or tactic in the session.
8. Make final revisions to your communications and overall project plans based on
feedback and consultation (save these as separate documents to previous drafts). You
may need to consider changes to communication activities, training activities, and
rollout of changes. Consult with GM (assessor) to ensure changes are approved.
9. Submit all documents to your assessor as per the specifications below. Ensure you
keep a copy of all work submitted for your records.

Page 11 of 17
BSB61015 Advanced Diploma of Leadership and Management
Unit: BSBINN601 – Lead and Manage Organisational Change
Document Version: 1 Updated: 12Sep19 Source: S.L.S.8.8
Enhance College of Technology
Enhance Professional Training Pty Ltd
ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
2/35 Manilla Street, East Brisbane, Queensland 4169 Australia
Phone: 07 3895 8393 email: info@enhance.edu.au

Appendices
Appendix 1: Progress of Implementation
The project manager has prepared the following progress report.
Green: completed
Amber: in progress
Red: not completed

Reporting element Measures Status

Goal A: Implement
PDA/GPS usage
(productivity function) on
Change goal RED
truck fleet in the first
quarter of the 2016
financial year.
Delivery of project
Overall status:
activities as per project
plan for each stream
People GREEN
Project management
Process GREEN
Technology GREEN
Structure. GREEN
Stakeholders engaged
Stakeholder management and comfortable with RED
current position.
Communication plan
Communication GREEN
activities on schedule.
Education plan activities
Education RED
on schedule.
Project budget on track. RED
Cost benefits Cost benefits on track to
RED
be realised.
Risk management plan
Risk management RED
effectively managing risk.

Page 12 of 17
BSB61015 Advanced Diploma of Leadership and Management
Unit: BSBINN601 – Lead and Manage Organisational Change
Document Version: 1 Updated: 12Sep19 Source: S.L.S.8.8
Enhance College of Technology
Enhance Professional Training Pty Ltd
ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
2/35 Manilla Street, East Brisbane, Queensland 4169 Australia
Phone: 07 3895 8393 email: info@enhance.edu.au

Appendix 2: Risk Management Analysis

Risk/Barriers Impact Likelihood Strategies for mitigating risk


Communications and training to
outline business need. ‘Tracking
Lack of trust productivity helps improve the
regarding use of efficiency of operations, where
productivity data. High impact Medium and when resources are
deployed; it is not a tool to
Refusal to
performance manage or penalise
implement.
individuals.’
Address employee concerns.

Explain connection between


business expansion plans and:
● increased job security:
because of the need for
Perceived threat drivers to support
to job security. expansion; because
High impact High overall profitability and
Resistance to health of the business
implementation. reduces risk to everyone
● benefit of training and
consequent increase in
employability due to new
skills.
Address employee concerns.
Industrial action. High impact Medium
Gain trust and acceptance.

Page 13 of 17
BSB61015 Advanced Diploma of Leadership and Management
Unit: BSBINN601 – Lead and Manage Organisational Change
Document Version: 1 Updated: 12Sep19 Source: S.L.S.8.8
Enhance College of Technology
Enhance Professional Training Pty Ltd
ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
2/35 Manilla Street, East Brisbane, Queensland 4169 Australia
Phone: 07 3895 8393 email: info@enhance.edu.au

Appendix 3: Communications Plans

Message Communication Person


Audience When
(with strategic elements) Method Responsible

Email (invite with


Change management strategy 9 am–10 am, agenda).
HR manager CM consultant
– duties of HR manager. 1 July 2016. Face-to-face (office
training room).

Email (invite with


Trucking/ 11.30 am–
Change management strategy agenda).
operational 12.30 pm, HR manager
– duties of trucking manager. Face-to-face (office
manager 1 July 2016.
training room).

Email (invite with


Management Change management strategy 2 pm–3 pm, agenda).
HR manager
team – duties of HR manager. 1 July 2016. Face-to-face (office
training room).

Change management strategy


impacts to trucking team.

Duties of truckers – provide an


explanation of what will be
required.

Business need – gain support Email. HR manager


by emphasising possible 9 am–10 am, 4
Trucking team (assistant may
negative effects on jobs if July 2016.
draft)
change does not happen.

Training schedule – emphasise


mandatory nature and threaten
performance review
consequences for non-
compliance.

Change management strategy 11 am–11.30 Sales manager


summary. Face-to-face (office
Sales team am, 4 July to run team
training room).
Benefits to organisation. 2016. meeting.

Office team: Change management strategy 11.30 am–12 Office manager


Accountant; summary. Face-to-face (office
pm, 4 July to run team
Administrative training room).
Benefits to organisation. 2016. meeting.
support person

New CM
Truckers consultant to
Feedback survey on
design and
(All other Three weeks ten dimensions of
Request for feedback. implement.
employees to post-training. employee satisfaction.
receive brief HR manager to
summary only) research
benchmarking.

Page 14 of 17
BSB61015 Advanced Diploma of Leadership and Management
Unit: BSBINN601 – Lead and Manage Organisational Change
Document Version: 1 Updated: 12Sep19 Source: S.L.S.8.8
Enhance College of Technology
Enhance Professional Training Pty Ltd
ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
2/35 Manilla Street, East Brisbane, Queensland 4169 Australia
Phone: 07 3895 8393 email: info@enhance.edu.au

Appendix 4: Simulated Business Scenario

About Fast Track Couriers


Fast Track Couriers is a courier company that has been operating in New South Wales for
the last 15 years. Its primary business function is delivering medium to large size packages
across metropolitan Sydney.

Strategic plan goals


The organisation’s strategic goals are:
● to expand business in the metropolitan area so that small to medium package
deliveries market share increases by 7.5%.
● to expand the business to include small and medium package deliveries to regional
NSW.
● to develop an integrated approach to distribution management utilising technology
such as PDA devices and GPS.
● to develop and maintain a cohesive and well-motivated workforce.

Strategic goals are supported by the following operational and human resources goals.
Operational plan goals
● Testing of the distribution management system is to cease and allow implementation
within the first quarter of the 2016 financial year.
● The truck fleet will need to be expanded by 8 trucks within the 2016 financial year.

● Small distribution hubs will be positioned at Maitland, Goulburn, Nowra and Bathurst,
each manned by two employees within the next eighteen months.
● Fast Track Couriers will complete 20% of deliveries to regional locations in the next
three years.
Human resources goals
● Incorporating a Human Resources function to facilitate the changes in workforce
management in the first quarter of the 2016 financial year.
● Introducing professional development and training to achieve organisational goals and
promote understanding of organisation’s strategic goals in the first quarter of the
financial year.
● Eliminating industrial relations problems in the financial year. Concluding negotiations
with employees and union.
● Eliminating lifting injuries.

Page 15 of 17
BSB61015 Advanced Diploma of Leadership and Management
Unit: BSBINN601 – Lead and Manage Organisational Change
Document Version: 1 Updated: 12Sep19 Source: S.L.S.8.8
Enhance College of Technology
Enhance Professional Training Pty Ltd
ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
2/35 Manilla Street, East Brisbane, Queensland 4169 Australia
Phone: 07 3895 8393 email: info@enhance.edu.au

People/structure
Fast Track Couriers has implemented and recruited the people required to fill the roles in the
following organisational structure.

General
manager/CFO

Human Resources
manager

Sales manager Trucking manager Office manager

Sales team (3) Trucking team (20) Accountant

Administrative
support/reception

Managerial duties/role description

Oversees company; approves major business decisions


General manager/CFO such as strategic goals, change management initiatives;
reports to board of directors; prepares financial reports.
Oversees and implements change management
programs; collect feedback, assessment results, and all
HR manager other data regarding change management; provides report
to GM on implementation of major changes; oversees
recruitment.
Coordinates sales team; provides sales team training;
Sales manager
manages performance of sales team.
Coordinates activities of trucking team; manages
Trucking/operations performance of trucking team; compiles productivity
manager reports; manages operations, authorises purchasing of
operational equipment, etc.
Coordinates activities of accountant and administrative
Office manager
support. Authorises payroll.

Page 16 of 17
BSB61015 Advanced Diploma of Leadership and Management
Unit: BSBINN601 – Lead and Manage Organisational Change
Document Version: 1 Updated: 12Sep19 Source: S.L.S.8.8
Enhance College of Technology
Enhance Professional Training Pty Ltd
ABN: 821 6587 1572 RTO: 41531 CRICOS: 03587K
2/35 Manilla Street, East Brisbane, Queensland 4169 Australia
Phone: 07 3895 8393 email: info@enhance.edu.au

Background to workforce management and relations

The company communicates with employees via email for head office employees, and a
printed monthly newsletter for drivers. The company provides information regarding policies
and procedures through documented manuals that are held in each truck as an employee
manual. Office-based staff can access copies of these manuals at the office.
All trucks are fitted with a GPS system to assist drivers with navigating to each pick-up and
drop-off location. Trucks are also assigned a PDA that provides drivers with the details of
each pick-up and drop-off and records when a job starts and finishes. The data from this
device is sent back to head office to monitor job progress but is not used to complete
productivity reporting. When this device was introduced, drivers were not happy, as they felt
the organisation was saying that it did not trust the drivers to manually record the time spent
on each job. Many of the drivers also resented having to learn how to use the device and
thought it was a waste of time.
Head office employees work very closely together and are a very cohesive and motivated
team. They are positive about the organisation’s direction and respond well to change.
Drivers have historically reacted negatively to change. Change implemented in the past has
met with resistance and was therefore difficult to implement. Drivers have in the past done
their best to block any changes from being implemented, even going to the lengths of
threatening strike action and having the union involved to assist with resolving the issue.
Fast Track Couriers currently allocates two drivers per truck to ensure that drivers are able
to load and unload heavy packages. The strategy going forward is to remove the need for
having two drivers per truck by installing an automatic lift gate on the back of each gate at a
cost of $10,000 per truck. This will mean that only one driver is needed per truck as no
heavy lifting will be required.
It is Fast Track Couriers’ intention to use these surplus drivers to drive the new trucks that
will be purchased to enable the company to extend its services to regional NSW.
Drivers are currently happy with the work environment, as they enjoy working as part of a
two-man team. The organisation typically leaves the drivers alone and lets them do their job
as this is what seems to make them happy. Management has tried in the past to have
drivers participate in organisational activities. These activities were not received positively
and the drivers complained and asked not to be involved. The drivers’ view is that their
preferred team is their two-man driver team and they only see the benefits of that specific
working arrangement. There is a high value placed on communication with trucking team
members.

Page 17 of 17
BSB61015 Advanced Diploma of Leadership and Management
Unit: BSBINN601 – Lead and Manage Organisational Change
Document Version: 1 Updated: 12Sep19 Source: S.L.S.8.8

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