Complete the following activities:

Task 2.1 Identify change requirements and opportunities

This task requires you to:

1. Assess the company's strategic and operational needs to identify change requirements.

2. Develop a draft report to summarise your analysis concerning change requirements and opportunities for the company.

3. Consult with pertinent stakeholders to gather critical inputs into the finalisation of the report and prioritise change requirements in collaboration with relevant managers.

4. Finalise the report.

A) Change Initiative Opportunity Report

Read the Assessment Scenario (Appendix 1) to understand company's market and operational position and strategies, review the company's policy and procedures provided in a separate folder and conduct independent research about the external business environment.

Draft a change initiative opportunity report (Template 1).

You will finalise the report after consulting with relevant stakeholders (see Task 2.1B).

Use Template 1 and follow the instructions.

A) Consultation

Schedule a time with the trainer and assessor in week 3 of class and consult with:

• The CEO of the company

• A group of pertinent stakeholders: subject matter experts and operational managers in the organisation (played by a group of classmates)

in simulated work conditions.

This is a Role-Play.

The trainer and assessor will evaluate your performance during the consultation and provide feedback on the marking sheet.

If you are absent from class, it is your responsibility to make alternative arrangements with the trainer and assessor to perform the Role-Play.

Before the consultation

• Prepare the draft Change Initiative Opportunity Report

• Prepare a list of questions to ask the stakeholders to gather inputs and feedback

During the consultation

• Present the report and explain each part, focusing on the outcome of your internal and external business environment analysis to justify your recommendations

• Seek feedback and inputs from stakeholders

• Determine if there are additional change requirements that you did not identify in your report

• Review and prioritise the change requirements in collaboration with the group of stakeholders

• Communicate effectively using techniques such as summarising, rephrasing, questioning and active listening

• Clarify and confirm understanding

• Facilitate the consultation meeting and engage with the group 

• Use this opportunity to build and maintain effective working relationships

• Use negotiation techniques if needed:

o Compromise, collaborate, compete or accept

o Be prepared to negotiate and identify the non-negotiable

o Be soft on the person and hard on the problem

o Leave behind your ego

o Listen actively

o Offer and expect commitment

After the consultation

1. Complete the meeting minutes (Template 2) according to instructions.

2. Summarise the changes to the Change Initiative Opportunity Report agreed on during the consultation. Record the changes in the space provided below.

Finalise the Change Initiative Opportunity Report (Template 1) based on the agreed on changes before submitting your assessment.

Please be advised that the trainer and assessor will check that the changes have been applied to and included in the Change Initiative Opportunity Report when marking your submission.

Task 2.2 Develop a change management strategy

This task requires you to:

1. Develop a change management strategy

2. Obtain approval from relevant authorities to confirm the change management process

A. Change Management Plan

Draft a Change Management Plan (Template 3).

You will finalise the plan after meeting with relevant stakeholders (see Task 2.2B).

Develop a change management plan to implement two of the change initiatives identified in the report in Task 2.1A.

The change management plan must include the following:

• Purpose

• Key roles and responsibilities

• Scope

• Rationale for the change initiative

• Cost-benefit analysis

• Stakeholder analysis and engagement strategy

• Communication strategy to promote the benefits of the plan and to keep stakeholders informed on progress regarding the change initiative

• Organisational readiness for change analysis

• Schedule

• Risk analysis

• Monitoring and control

• Human Resources

• Reporting Protocol

• Costs

• Training strategy

• Evaluation

A template for the change management plan is provided below (Template 3). Use the template and follow the instructions.

A. Consultation and approval

Schedule a time with the trainer and assessor in week 4 of class and :

• Present the Change Management Plan for the two chosen change initiatives.

• Discuss the plan gathering feedback and inputs into the plan

• Agree on changes/refinements/adjustments to the plan

• Obtain approval for the plan confirming the change management process

Present the plan to a group of classmates who will play the executive and operational managers' role in simulated work conditions.

The trainer and assessor will evaluate your performance during the meeting (Role-Play).

If you are absent from class, it is your responsibility to make alternative arrangements with the trainer and assessor to perform the Role-Play.

Before the meeting

• Prepare the draft Change Management Plan

• Prepare a list of questions to ask the stakeholders to gather inputs and feedback

During the meeting

• Present the plan and explain each part

• Seek feedback and inputs from stakeholders

• Determine and agree on any change/refinements/adjustments to the plan

• Communicate effectively using techniques such as summarising, rephrasing, questioning and active listening

• Clarify and confirm understanding

• Facilitate the meeting and engage the group of stakeholders

• Use this opportunity to build and maintain effective working relationships

• Use negotiation techniques:

o Compromise, collaborate, compete or accept

o Be prepared to negotiate and identify the non-negotiable

o Be soft on the person and hard on the problem

o Leave behind your ego

o Listen actively

o Offer and expect commitment

After the meeting

• Summarise the changes to the Change Management Plan agreed on during the meeting. Record the changes in the space provided below.

• Finalise the Change Management Plan (Template 3) based on the agreed on changes before submitting your assessment.

Please be advised that the trainer and assessor will check that the changes have been applied to and included in the Change Management Plan when marking your submission.

References

Please include your references below:

(Please refer to this referencing guide if needed or speak to your trainer for any specific referencing requirements for this assessment)

Task 2 Template and Appendix