7.BSBLDR601 Assessment 2 Learner

BSBLDR601 Lead and manage organisational change
Learner Instructions 2
Project
Submission details
Students Name
Student ID
Group
Assessor’s Name
Assessment Date/s
The Assessment Task is due on the date specified by your assessor. Any variations
to this arrangement must be approved in writing by your assessor.
Submit this document with any required evidence attached. See specifications below
for details.
Instructions
1. This is an individual assessment.

2. The purpose of this assessment task is to lead and manage organisational
change.
3. To ensure your responses are satisfactory, you should consult a range of
learning resources and other information such as handouts, textbooks, learner
resources etc.
4. You must use the templates provided to document your responses.
5. Your answers must be concise, to the point and follow the word-limits specified.
6. You must write your responses in your own words.
7. You must complete all tasks.
8. Keep copies of all submitted materials for your records.
BSBLDR601 Learner Instructions 2

Version: 1.1
Implemented: 2nd July 2021
To be reviewed: 2nd July 2023
Responsibility: Operations Manager
RTO Code: 0249, CRICOS Provider Code: 03282E
© MVJ Enterprises Pty Ltd t/a Perth College of Beauty Therapy, YES College
Simulated assessment scenario
You are required to lead and manage organisational change. You are required to
read and understand a predetermined issue and/or situation and participate in a
number of assessment activities.
The following are the goals and objectives to complete this assessment task:
 Develop change management strategy

 Identify major operational change requirements according to organisational
objectives, performance gaps, business opportunities or threats, and
management decisions
 Assess risks and opportunities presented by operational change requirements
 Consult stakeholders, specialists and experts to confirm the change
management opportunities and process
 Implement change management strategy
 Assign resources to the project and confirm reporting protocols with relevant
stakeholders
 Develop communication or education plan, in consultation with relevant
personnel
 Arrange and manage activities for delivery of communication or education
plans
 Evaluate change management strategy
 Assess performance of communication or education plan against objectives
 Identify and respond to barriers to the change according to risk management
plans and organisational objectives
 Modify communication or education plan according to change program
objectives
Your Assessor will assign a supervisor to you. The supervisor can answer your
questions related to understanding the requirements associated with the assessment
task. The supervisor will act according to job role and responsibilities.
The supervisor can be your Assessor or a different Assessor or a staff member

(including mentors) from the training organisation.
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Roles and responsibilities
As part of your job role, you have the following job responsibilities:
 Interprets detailed information that may deal with complex ideas related to
issues both within and outside the workplace context
 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
 Discusses and seeks information using appropriate structure and language for
the audience
 Uses questioning and active listening to clarify or confirm understanding
 Interprets, analyses and presents numeric information in complex documents
 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
 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
 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
Task requirements
This assessment task requires you to lead and manage organisational change. The
assessment activities are mentioned within the assessment task.

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Assessment Task 2: Project
Introduction
“Online Media Solutions” is a marketing and web development business based in

Melbourne, Australia. The business started in operations in 2015 and has seen
exponential growth since its establishment.
The business operates in the web service industry to offer superior and unique
services to small businesses and institutions (B2B business model). Our experience
and expertise in web sales and e-commerce give us the backing to provide solutions
that are currently lacking in the market.
There is an all-time high demand for web development and marketing for small
businesses with signs of rising further. Interestingly, few web developers have taken
advantage of this opportunity, leaving the industry with no dominant participants.
The projects’ high costs and the focus on more prominent companies and institutions
could contribute to why this market remains untapped. We will have a system that will
reduce the project costs dramatically, allowing us to offer quality services at reduced
costs.
Business plan
Business plan excerpt
Company details:
Company name: Online Media Solutions, Pty. Ltd
Company address: 2/10 Lawn court, Craigieburn, 3064, VIC
Mission
 Provide best-in-class design services

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 Make a positive impact on our customer businesses
 Be respected and admired by peers
Our vision
To provide best-in-class web design and development services in a simple,

effective, and cost-effective manner to the target audience.
Goals and objectives
The goals and objectives of Online Media Solutions are as follow:
 To create a company whose primary goal is to exceed customer

expectations.
 To develop a comprehensive and high-quality portfolio
 To create a company whose primary goal is to exceed customer’s

expectations
Keys to Success
 We will offer quality web services to small businesses and institutions at

affordable prices.
 To build and tailor our services to small businesses.
 Positioning as a viable solution alternate to more established brands
Services
We currently offer the following services to our clients:
 Interface and Web Design
 Graphics design

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 Website development
 Domain and web hosting
 Video editing
 Blog development
 Search engine optimisation
 E-commerce
Values
 Quality service to our clients
 Integrity & Accountability
 Reliability
 Quality
 Innovation
 Respect
Organisational structure and expertise
The foundation team has 30 team members. The business has three (3)
departments:
 IT department
 Marketing department
 Sales department
The finance and human resource work are outsourced.

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All three (3) departments are managed by Managers who are experienced and
experts in commercial web development and business-to-business sales. Further,
the team members are well-experienced and have years of experience working for
MNCs.
All the departmental managers report to the Operations.
IT Manager
 Running regular checks on network and data security
 Identifying and acting on opportunities to improve and update software and

systems
 Developing and implementing IT policy and best practice guides for the
organisation
 Designing training programs and workshops for staff
 Conducting regular system audits

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 Running and sharing regular operation system reports with senior staff
 Overseeing and determining timeframes for major IT projects, including

system updates, upgrades, migrations and outages
 Managing and reporting on the allocation of IT budget
 Providing direction for IT team members
 Identifying opportunities for team training and skills advancement
Sales Manager
 Managing organisational sales by developing a business plan that covers

sales, revenue and expense controls.
 Meeting planned sales goals.
 Setting individual sales targets with the sales team.
 Tracking sales goals and reporting results as necessary.
 Overseeing the activities and performance of the sales team.
 Coordinating with marketing on lead generation.
 The ongoing training of your salespeople
 Developing your sales team through motivation, counselling and product

knowledge education.
 Promoting the organisation and products.
 Understand our ideal customers and how they relate to our products.
Marketing Manager

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 Evaluating and optimising marketing and pricing strategies.
 Analysing market trends and preparing forecasts.
 Generating new business leads.
 Increasing brand awareness and market share.
 Coordinating marketing strategies with the sales, financial, public relations,

and production departments.
 Developing and managing the marketing department’s budget.
 Overseeing branding, advertising, and promotional campaigns.
 Managing the marketing department’s staff.
 Preparing and presenting quarterly and annual reports to senior

management.
 Promoting our brand at trade shows and major industry-related events.
 Keeping informed of marketing strategies and trends.
Business model
“Online Media Solutions” is a full-service web solutions provider for businesses.

The company offers services through the mode of its B2B engagements.
B2B services:
“Online Media Solutions” service portfolio includes Web Design, Graphics design,
Website development, Domain and web hosting, 2d & 3d animation, Blog
development, Search engine optimisation and E-commerce. The project cost will
be estimated by the appropriate number of hours needed to complete the project.
The sales team will aggressively track prospective clients and sell the services

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provided for businesses.
Operational model and strategies
B2B engagements
Lead generation – Lead generation refers to creating and generating prospective

consumer interest or inquiry into a business’s products or services. This will be
done by building a database of prospective customers using social networks,
business listings, internet search etc.
Sales pitch – A sales pitch is a line of talk that attempts to persuade someone or
something with a planned sales presentation strategy of a product or service
designed to initiate and close a product and service sale. Sales professionals
prepare and give a sales pitch using the following methods:
 Face to face meetings
 E-mailing marketing contacts from the leads
Marketing plan
Marketing plan excerpt
The growth of the web and graphics design industry is huge. Over the last five
years, it has grown almost by 30%. The web has become a tool for communicating,
interaction and the growth of businesses.
Existing situation
‘Online Media Solutions’ has successfully established itself in the web development
and marketing industry with signs of rising further.
‘Online Media Solutions’ implemented a system for cost reduction that reduced the
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© MVJ Enterprises Pty Ltd t/a Perth College of Beauty Therapy, YES College Page
project costs dramatically and helped us offer quality services at reduced costs.
We targeted the small businesses, assessed their needs and provided them with
quality services at reduced costs.
Existing customers
The company focuses on small businesses and institutions that are looking to
develop or upgrade their web presence.
Our service brings onboard any small business that needs an internet presence,
but we concentrate more on those that need more details about their operations
online.
Such companies most likely go for all or some of the following services:
• A shopping cart or e-commerce.
• Dynamic features and content.
• Aggressive marketing of products online.
Market opportunity
Opportunity
‘Online Media Solutions’ has successfully ventured into B2B engagements. Based
on the analysis conducted, the organisation sees exponential growth in developing
B2C products and selling them to customers.
These products include:
 Web templates
 CMS templates
 Graphic templates

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o Brochure
o Flyers
o Business cards
 Logo templates
Solution
We will target the develop quality products specified above and sell them to the
end-users at reduced costs using the existing systems to reduce cost.
SWOT analysis
Strengths
 Experience team
 Market demand
 Known market
Weaknesses
 Highly competitive market
 Low margin
Opportunity
 B2C engagement to sell web-based products
Threats
 Price wars

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 Market share of existing players
Competitor analysis
‘Online Media Solutions’ has an advantage over its competitors as there are not
many competitors in the market that provide the products at such a reasonable
cost.
Further, the organisation has a very good reputation in the market and well-
established links that will help them venture into the B2C segment and successfully
conduct its operations.
Target market segment strategy
We will focus our marketing efforts on attracting end-users and small businesses.
We reached this decision after careful market analysis and identifying the needs of
this market segment.
Marketing objectives
• To generate 60-70% revenue from small businesses and institutions
• To increase brand awareness in the market
• To generate 20-30% revenue from the new market segment (B2C

engagements)
Pricing Strategy
Online Media Solutions will establish a pricing system to guide our clients on the
nature of the services and the corresponding prices. Since we will be dealing with a
market segment that tries to reduce costs, we will charge our services on an hourly
basis. It will make the clients understand the services that will most likely cost them
more.
Expected costs, profits and sales
As the organisational pricing strategy, Online Media Solutions will charge for its
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products and services on an hourly basis.
Following are the expected costs associated with the production and delivery of its
products and services:
• Expected costs for its products and services:
o Labour cost: $35/hour
o Indirect costs: $40/hour
• Net-profit targets: 35%
• Expected time to develop its products: 10-15 hours.
Performance gaps and management decisions
Based on the analysis of performance from the previous year, it was identified that
the business has been unable to achieve the sales target by 15% due to the current
pandemic situation. To meet the sales target for the upcoming years, the
management wants to venture into a new market, i.e. B2C engagements, by selling
the products to the end-users.
These operational change requirements are given below.
Operational change requirements
Operational change requirements
“Online Media Solutions” is a full-service web solutions provider for businesses.

The company offers services through the mode of its B2B engagements.
“Online Media Solutions” further want to venture into B2C engagement by selling
its products to the end-users. The products that the business will develop and sell
to the end-users include:

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 Web templates
 CMS templates
 Graphic templates
o Brochure
o Flyers
o Business cards
 Logo templates
B2C Products
“Online Media Solutions” product portfolio includes Web Templates, CMS

Templates, Graphics Templates, Brochures, Flyers, Business cards and Animated
logo templates. The prices are typically listed on the online shop where customers
can either take monthly subscription or pay per download as per need.
The business will have a database that will act as the repository for all the
products.
Budget requirements for operating B2B engagements
Budget requirements for operating B2B engagements
Start-up expenses
Legal
Stationery

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Insurance
Website re-development
Recruitment
Software and hardware
Marketing and advertisements
Total Start-up expenses
Start-up assets
Cash required
Other current assets
Long-term assets
Total assets

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Total requirements
Operational model and strategies
The business will focus on B2C engagements along with the existing B2B
engagements.
B2C engagements
The B2C engagement is primarily done through a dedicated online shop where
customers can browse through the repository, select designs or templates or
download. The steps in the process are as follow:
Sign up
Browse Select Sign up Pay/Subs Download
cribe
Key strategic metrics
 Price
 Quality
 Network
 Service

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 Relationship
 Customer-centric goals
Strategic initiatives
 Attractive portfolio
 Aggressive marketing
 Excellent service
 Service
 Relationship
 Customer-centric goals
Policies and procedures for operational change
‘Online Media Solutions’ has a risk management plan in place to manage risks
associated with operational change.
Risk management plan excerpt
The organisation’s risk management plan is prepared in accordance with the ISO
31000 risk management framework.
Purpose of the Risk Management plan
The purpose of the risk management plan is to allow Online Media Solutions to
identify and record potential risks.
The plan also allows mitigation strategies to be developed and tracked.
Risk strategy

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‘In order to ensure that risks are identified in a consistent manner across the
organisation, a “Risk Assessment Model” will be applied. This will rank the risks in
priority order, and those risks considered important to track will be recorded on the
“Summary of Risks”. Mitigation strategies will be developed, recorded and
monitored on a monthly basis by the Operations Manager. If new major risks are
identified, these shall be recorded. The “Summary of Risks” will be reported to the
board on a weekly monthly basis.
The following diagram represents the process to be followed:
Risk matrix to be used:

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The following risk matrix should be used to determine the priority of risks.
Your role and responsibilities
You are working as Operations Manager in ‘Online Media Solutions’. You report to
the General Manager of the organisation.
The General Manager wants you to develop and implement a change management
plan to lead and manage organisational change.
As part of your job role, you have the following responsibilities:
 Analyse and interpret information about the organisation’s internal and

external environment
 Consult with stakeholders to identify requirements and opportunities for

changes that support organisational objectives
 Prioritise opportunities for changes with input from relevant stakeholders

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 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 on 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
Skills Test:
This assessment task requires you to demonstrate skills to develop and implement a
change management plan to lead and manage organisational change for ‘Online
Meda Solutions’.
In the course of the above, you 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 on 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.
To do so, you must complete the following activities:

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 Activity 1: Identify major operational change requirements
 Activity 2: Develop a change management project plan
 Activity 3: Implement the plan, including addressing barriers to change
 Activity 4: Review and evaluate the change management project plan and
modify as needed to achieve objectives
The roles and their responsibilities: Relationships with stakeholders such as staff
members and General manager
The assessment task requires you to communicate with a number of organisational

stakeholders. The main roles applicable to the assessment task includes:
Role number 1: General Manager: The General Manager is the individual who
supervises or is in charge of the organisation. They belong to a higher rank or status.
Their job role and responsibilities are:
 Assign a team to you to complete the project
 Assist you in understanding the task requirements
 Provide you information about job roles and responsibilities
 Supervise you completing the assessment task and requirements
Role number 2: Departmental Managers: The departmental managers (IT Manager,

Marketing Manager and Sales Manager) are the student’s co-worker or workfellow.
They are associates that the candidate works with. Their job role and responsibilities
are:
 Assist you in completing the project on time
 Collaborate with you to develop a strategic change strategy
 Participate in a healthy and open discussion

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Note:
 The trainer/assessor will take on the role of General Manager.
 The trainer/assessor will assign the roles of team members for each activity.
 Each student will be assessed individually for all assessment activities.
Timeframe to complete the project:
Two weeks (You have two weeks to complete the project)
Task requirements
 You will be assessed on your technical knowledge and skills to complete this
project
 You will be assessed on working in a team environment and meeting your job
role and responsibilities
 You must follow the instructions provided by the General Manager.
 All individuals must complete their role and assigned responsibilities and meet
the specified deadlines
 The task must be completed in the specified timeframe.

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Activity 1: Identify major operational change requirements
This part of the activity requires you to 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.
To do so, you are required to complete the following two (2) parts:
 Part A: Analyse and interpret information about the organisation’s internal and
external environment.
 Part B: Consult with stakeholders to identify requirements and opportunities

for changes.
Part A: Analyse and interpret information about the organisation’s internal and
external environment.
This part of the activity requires you to analyse and interpret information about Online
Media Solutions’s internal and external environment.
To do so, you are required to:
 Conduct the SWOT analysis considering the organisation’s internal

environment using ‘Template 1’.
 Conduct a PESTLE analysis of the organisation’s external environment using

‘Template 2’.
 Identify change requirements and opportunities according to organisational

management decisions (Given in the case study) and document using
‘Template 3’.
 Identify risks based on the outcomes of SWOT analysis and PESTLE analysis
conducted and document using ‘Template 3’.

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Template 1: SWOT analysis
Strengths Weaknesses
 Online media solutions  Highly competitive market

have experienced team due to huge rivalries
to develop B2C between the online media
products solutions
 Experience team  Highly competitive market

 Market demand  Low margin
 Known market
Opportunities Threats
 The business has B2C  Price wars of the

engagement for selling the competitors to offer
web-based products to the quality services at cheap
customers, such as web, prices
CMS, graphic templates
 Price wars
 B2C engagement to sell  Market share of existing
web-based products players

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Template 2: PESTLE analysis
Project: Online Media Solutions
Date: 1/7/22 Analyst: Project Manager Komal

Prasad Acharya
Element Factor Business Impact

 The government may bring
new tax reforms.  It can change the
 Traffic trade barriers are a revenue generation of
hindrance to the business, Online Media Solutions.
including customs policy  It causes a ban and restrictions
plus export subsidies. on exports.
Political
Economic  Inflation  Impact on company investor's
 Increasing labor cost loan interest
 It can cause the excess of
budget of HR
Sociological  Use of social media  privacy issues, fake news, and
increasing everyday globally. sponsored posts are some of the
concerns that many users raise
Technological  Opportunity: Advertise  social media companies are in
through social media constant pursuit of innovation
and development
 Social messaging, gaming, and
videos are becoming increasingly
Popular
Legal Contain a lot of personal Must follow certain rules and
information of their users regulations.
Environmental Affects on Planet Computers, smartphones,
laptops, and tablets are some of
the devices to get access to social
media
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Template 3: Change requirements, opportunities and risks
Change requirements, opportunities and risks
Change requirements and opportunities (50-100 words)
Due to the current pandemic situation, the business is not able to meet its sales
target by 15%. In order to meet the sales target, the management is required to
venture into new markets, like B2C engagements, by selling products to customers
(Salek 2021).

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Risks based on the outcomes of SWOT analysis and PESTLE analysis (Any
four)
• LACK OF A CLEAR DIGITAL MARKETING STRATEGY
A digital marketing plan is as essential as any other strategic communications

generated by a company. The digital marketing risk of not having a clear plan is the
dangerous consequences of the aforementioned.
Sales pipeline – This pipeline is a visual and real display of the current state of
company and not creating a plan with lead to fewer sales, lead which inevitably
leads to a decrease in sales and profit
Weak online presence – buyers are growing more skeptical and judging based on
a company’s digital engagement and the risk of misinterpretation of information.
• LACK OF RESEARCH FOR TARGET AUDIENCE
The danger in online marketing is lack of research especially in terms of audience

analysis.
Not defining the target segment for your campaign can open up the organization to
risks like waste of money, resources and failure of achieving the goals of the
campaign.
There is also an added risk of information bombarding your target as well as

information being lost in the sea of advertisements on the internet. Without
segmentations, the data analysis process is rendered ineffective. Highly targeted
and automated messages can be useful to beat your campaigns.
• MISLEADING BOT TRAFFIC
Creating and releasing digital content can possibly lead to bot traffic. These
advertisements can be measured by consumers that are processed by several tech
softwares.
Privacy Protection – With increasing awareness among consumers, the concerns

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about privacy are openly voiced. Targeting your audience and displaying ads
includes the risk of bad faith.
This risk can be avoided by being transparent and being clear on your privacy
policy to ease consumers and make them feel safe.
• TRADEMARK INFRINGEMENT
Trademark infringement is a concern for digital marketers. With so much emphasis

on branding, every brand wishes to protect their ideas and any concepts that are or
could be an asset to their portfolio. These have several forms like words, logo or
taglines and it is highly possible that a particular firm has been unknowingly using
registered trademarks from another company.
Digital marketing is used by almost all businesses and if your firm keeps the above
in mind while implementing a communication strategy online and ensuring a
stronger ROI. These mistakes and risks can easily be avoided to build a strong
brand

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Part B: Consult with stakeholders to identify requirements and opportunities for

changes.
This part of the activity is a continuation of part B of this activity.
This part of the activity requires you to consult with the following stakeholders,
specialists and experts to identify and confirm change management requirements
and opportunities that support the organisation’s objectives and the change
management process to be followed.
 IT Manager
 Marketing Manager
 General Manager
 External change management specialist
To do so, you are required to arrange a meeting with the above-given stakeholders.
Roles and responsibilities during the meeting:
Stakeholders, specialists and experts (IT Manager, Marketing Manager, Sales

Manager General Manager and External change management specialist)
 The trainer/assessor will take on the role of the General Manager.
 The trainer/assessor will allocate the role of the other above-given

stakeholders to the students/staff members.
 The participants of the meeting will collaborate with the student to identify
and confirm change requirements and opportunities.
 The participants will provide feedback, opinions or views on change

requirements and opportunities.

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 IT Manager, Marketing Manager and Sales Manager will agree with the
change requirements.
 External change management specialist will discuss the change

Student (Operations Manager)
 Express opinions and information on the change requirements and

opportunities.
 Clarify the change management requirements and opportunities and the

change management process to be followed.
 Discuss and seek information using appropriate structure and language for
the audience
 Use questioning and active listening to clarify or confirm understanding
Before the meeting, the student is required to:
 Create an agenda for the meeting that encourage the participants to discuss
the change requirements and opportunities.
 Analyse the outcomes of Activity 1.
During the meeting, you must:
• Welcome the participants

• Provide an introduction to the meeting’s purpose
• Collaborate with them and discuss the key points given below:
o Outcomes of SWOT analysis (Activity 1)
o Outcomes of PESTLE analysis (Activity 1)
o Change requirements and opportunities (Activity 1)

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o Risks based on the outcomes of SWOT analysis and PESTLE

analysis (Activity 1)
• Provide an opportunity for discussion.
o Listen and comprehend information from a variety of spoken
exchanges with the participants of the meeting
o Provide an opportunity for the audience to ask questions
o Respond to questions.
o Acknowledge and respond to differences in opinions.
• Prioritise opportunities for changes with input from managers
• Agree on the change management requirements and opportunities that
support the organisation’s objectives and the change management process
to be followed.
Close the meeting:
• Summarise the agreed outcomes using the meeting minutes template

provided.
After the meeting:
• E-mail the meeting minutes to the participants of the meeting.
Roles and responsibilities during the meeting:
 Stakeholders, specialists and experts (IT Manager, Marketing Manager, Sales Manager
General Manager and External change management specialist)
 The trainer/assessor will take on the role of the General Manager.
 The trainer/assessor will allocate the role of the other above-given stakeholders to
the students/staff members.
 The participants of the meeting will collaborate with the student to identify and
confirm change requirements and opportunities.
 The participants will provide feedback, opinions or views on change requirements

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and opportunities.
 IT Manager, Marketing Manager and Sales Manager will agree with the change
requirements.
 External change management specialist will discuss the change management process
to be followed.
 Student (Operations Manager)
 Express opinions and information on the change requirements and opportunities.
 Clarify the change management requirements and opportunities and the change

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Activity 2: Develop a change management project plan
This activity is a continuation of Activity 1.
This activity requires you to develop a change management project plan for the
priority changes (Based on outcomes of Activity 1), incorporating resource
requirements, risk management and timelines.
The change control board will be:
 General Manager/Project Sponsor
 Operations Manager/Project Manager
 Project Team/Stakeholders
The change management project plan must be prepared using ‘Template 4’ and must
be 1000-1200 words in length.
The timeline for implementation of the change is six (6) months.
To develop the change management project plan, you are required to:
 Analyse the information given in the case study and the outcomes of Activity
1.
 Assess risks and opportunities presented by operational change requirements

based on the outcomes of Activity 1.
 Prepare the change management project plan using ‘Template 4’ and include
the following details:
o Introduction
o Change management opportunities and requirements
o Change Control Board

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o Roles and responsibilities
o Change control process
o Resource requirements
o Risk management
o Timelines.
Meeting Title: Discussion on the change requirements and opportunities

Meeting Location:
Date: 2/9/22 Meeting Time: 2 pm Conference hall of Online
Media
Solutions
Meeting called by Project Manager
Type of meeting Business meeting
Facilitator General Manager
Notetaker IT Manager
Timekeeper Sales Manager

Attendees IT Manager, Marketing Manager, General Manager, External
change management specialist
Agenda topic 1 Change requirement analysis
Discussion Discussion on the 0utcomes of the SWOT, PESTLE analysis,

change
requirements and opportunities and Risks based on outcomes of
SWOT analysis and PESTLE analysis
Action items Person responsible Deadline

Implementation of
B2C engagement of Marketing Manager By the end of April 2022
the business
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Template 4: Change management project plan
Change management project plan (1000-1200 words)
Introduction
The Change Management Plan was created for the Inventory Services (IS) Project in
order to set expectations on how the approach to changes will be managed, what defines
a change, the purpose and role of the change control board, and the overall change
management process. All stakeholders will be expected to submit or request changes to
the IS Project in accordance with this Change Management Plan and all requests and
submissions will follow the process detailed herein.
Change management opportunities and requirements
There are several types of changes which may be requested and considered for
the IS Project. Depending on the extent and type of proposed changes, changes
project documentation and the communication of these changes will be required
to include any approved changes into the project plan and ensure all stakeholders
are notified. Types of changes include:
Scheduling Changes: changes which will impact the approved project schedule.

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These changes may require fast tracking, crashing, or re-baselining the schedule
depending on the significance of the impact.
Budget Changes: changes which will impact the approved project budget.
These changes may require requesting additional funding, releasing funding
which would no longer be required, or adding to project or management
reserves. May require changes to the cost baseline.
Scope Changes: changes which are necessary and impact the project’s scope
which may be the result of unforeseen requirements which were not initially
planned for. These changes may also impact budget and schedule. These
changes may require revision to WBS, project scope statement, and other project
documentation as necessary. The project manager must ensure that any approved
changes are communicated to the project stakeholders. Additionally, as changes
are approved, the project manager must ensure that the changes are captured in
the project documentation where necessary. These document updates must then
be communicated to the project team and stakeholders as well.
Change management approach
The Change Management approach for the IS Project will ensure that all proposed
changes are defined, reviewed, and agreed upon so they can be properly implemented
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and communicated to all stakeholders. This approach will also ensure that only
changes within the scope of this project are approved and implemented.
The Change Management approach is not to be confused with the Change Management
Process which will be detailed later in this plan. The Change Management approach
consists of three areas:
 Ensure changes are within scope and beneficial to the project

 Determine how the change will be implemented
 Manage the change as it is implemented
The Change Management process has been designed to make sure this approach is
followed for all changes. By using this approach methodology, the IS Project Team will
prevent unnecessary change from occurring and focus its resources only on beneficial
changes within the project scope.
Change Control Board
The Change Control Board (CCB) is the approval authority for all proposed change requests
pertaining to the IS Project. The purpose of the CCB is to review all change requests,
determine their impacts on the project risk, scope, cost, and schedule, and to approve or
deny each change request. The following chart provides a list of the CCB members for the
IS Project:
Name Position CCB Role
A. Smith IS Project Sponsor CCB Chair

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T. White IS Project Manager CCB Member
B. Brown IS Project Technical Lead CCB Co-Chair
J. Jones IS Project Operations Lead CCB Member
As change requests are submitted to the IS Project Manager by the project

team/stakeholders, the Project Manager will log the requests in the change log and the CCB
will convene every other Friday to review all change requests. For a change request to be
approved, all CCB members must vote in favor. In the event more information is needed for
a particular change request, the request will be deferred and sent back to the requestor for
more information or clarification. If a change is deemed critical, an ad hoc CCB meeting
can be called in order to review the change prior to the next scheduled bi-weekly CCB
meeting.
The following are the roles and responsibilities for all change management efforts
related to the IS Project:
Project Sponsor:
• Approve all changes to budget/funding allocations
• Approve all changes to schedule baseline

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• Approve any changes in project scope
Chair the CCB Project Manager:

• Receive and log all change requests from project stakeholders
• Conduct preliminary risk, cost, schedule, scope analysis of change prior to CCB
• Seek clarification from change requestors on any open issues or concerns
• Make documentation revisions/edits as necessary for all approved changes
• Participate on CCB Project Team/Stakeholders:

• Submit all change requests on standard organizational change request forms
• Provide all applicable information and detail on change request forms
• Be prepared to address questions regarding any submitted change requests
• Provide feedback as necessary on impact of proposed changes

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Change control process
The Change Control Process for the IS Project will follow the organizational standard change
process for all projects. The project manager has overall responsibility for executing the
change management process for each change request.
1)Identify the need for a change (Stakeholders) – Change requestor will submit a completed
change request form to the project manager.
2)Log change in the change request register (Project Manager) – The project manager will
keep a log of all submitted change requests throughout the project’s lifecycle.
3)Evaluate the change (Project Manager, Team, Requestor) – The project manager will
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conduct a preliminary analysis on the impact of the change to risk, cost, schedule, and scope
and seek clarification from team members and the change requestor.
4) Submit change request to CCB (Project Manager) – The project manager will submit the
change request, as well as the preliminary analysis, to the CCB for review.
5) Obtain Decision on change request (CCB) – The CCB will discuss the proposed change
and decide whether or not it will be approved based on all submitted information.
6) Implement change (Project Manager) – If a change is approved by the CCB, the project
manager will update and re-baseline project documentation as necessary.
Resource requirements
 Flowcharts/ Process Maps.

 ADKAR Analysis.
 Culture Mapping.
 Force Field Analysis.
 Stakeholder Analysis.
 Kotter's 8 Step Change Model.
 Lewin's Change Model.
 Gantt Charts

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Risk management
Risks are any factor that may contribute to failure. Instead of pointing out what may trigger
failure, an alternative is identifying what is necessary for the outcomes to be successful.
Success factors are what is needed for a solution to be accepted or adopted – so what is needed
to achieve the desired outcomes.
This positive outlook achieves the same purpose as identifying the risks, and it has notable
benefits for leaders and change practitioners. Use success factors in your risk assessment to:

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Add credibility to change management: Instead of pointing out the negatives, success factors
illustrate the big picture and what is crucial for success.
Reduce barriers with positive language: It is understandable that people may become defensive
when negative feedback is attributed to them or their work. Success factors express how
leaders and employees contribute to success – instead of failure.
Compare outcomes and evaluate success: Identifying the success factors creates a clear
definition of success so outcomes can be evaluated.
This is the approach we use in our Managed Change methodology. It starts by understanding
what is necessary for a change project to be successful, and then initiates an iterative process to
identify and
manage weak or missing success factors at every stage.

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Timelines
Activities Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8
Request for
Change
Scope the
Key
reasons for
change
Identifying
the reasons
for change
Impact
Analysis
Review
KPIs
Perform
Gap
Analysis

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Sponsor Acceptance
Approved by the Project Sponsor:
Date:
<Project Sponsor>
<Project Sponsor Title>
Activity 3: Implement the plan, including addressing barriers to change
This activity is a continuation of Activity 2. This activity requires you to implement the
change management project plan, including addressing barriers to change.
To do so, you are required to complete the following parts:

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 Part A: Assign resources to the project
 Part B: Agree on reporting protocols with relevant managers
 Part C: Preapre an implementation plan
 Part D: Develop communication or education plan
 Part E: Arrange and manage activities for the delivery of communication or

education plans
Part A: Assign resources to the project
This part of the activity requires you to assign resources to the project to implement
the operational change requirements.
To do so, you are required to prepare a resource management plan using ‘Template
5’.
The resource management plan must include the following detail:
 Resources required to implement the change (Any five)
 Tasks for which the resources are required
 How to obtain resources?
 Timeframe for which the resources are required
Template 5: Resource plan

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Resource plan
Resources required Tasks for which the How to obtain Timeframe for which
to implement the resources are resources? the resources are
change (Any five) required required
Identify changes and From the organizational
Positional leaders perform an impact leaders 15 days
assessment
Surveys and Verbal communication From employees 15 days

questionnaires skills
Perform administrative, From management 15 days

sales,customer
Monitoring plan for the relationship
process management duties.

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Delivery of project From management 15 days

activities as per project
Change management plan
plan for each stream
Verbal communication From management 15 days

skills
Seminars,
workshops, and
discussion sessions

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Part B: Agree on reporting protocols with relevant managers
This part of the activity requires you to agree on reporting protocols with the following
managers:
 IT Manager
 Marketing Manager
 General Manager
Note: The trainer/assessor will provide the e-mail addresses of the managers
specified above.
To agree on reporting protocols, you need to:
 Develop reporting protocols using ‘Template 6’ for communicating the status

of change, such as hierarchy updates for reporting lines.
 E-mail the reporting protocols to the Managers. Follow the e-mail guideline
provided:
o Ensure the text written in the e-mail is grammatically correct and free
of errors.
o Use business style writing.
o Write an appropriate subject line.
o The text must provide a summary of the attachment.
o Attach reporting protocols to the e-mail.

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To: itmanager@onlinemediasolutions,
marketingmanager@onlinemediasolutions,
generalmanager@onlinemediasolutions
Subject: Discussion on the reporting protocols
Respected Sir,
We are writing this email to discuss the reporting protocols required for the change management
plan.
You are requested to update in case it requires any further
changes. From: Project Manager
Online Media Solutions

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Part C: Prepare an implementation plan
This part of the activity requires you to prepare an implementation plan using
‘Template 6’ for implementing the change in the organisation.
To prepare the implementation plan, you are required to:
 Identify and document the activities to be completed to implement the change.
 Resources required to complete the activities
 Evaluation criteria/KPIs
 Person responsible

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Template 6: Implementation plan
Implementation plan
Activities to be Resources Evaluation Person

completed (Any required criteria/KPIs responsible
five)
Identify changes
and perform an Change Reduction in the Project Manager
impact
assessment management plan number of
unauthorized
changes
Seeking employee Communication Request for HR Manager

feedback plan feedback
Launching and Resource Plan Individual Project manager

monitoring employee
changes assessments
Project
performance
metrics
Tracking of change
management
activities

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Establishing
training costs
Evaluation of the Implementation Assess the results Project Manager
changes plan Estimating
impacts for due
diligence
Planning
impact
through strategy
Monitoring impact
to
Improve program
Evaluating impact
to prove value
Communicate
changes to the Communication Communication Project Manager
management team plan plan
activities on
schedule

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Part D: Develop communication or education plan
Context:
The management wants you to develop strategies to communicate or educate the

change and embed them. This is to ensure that the employees are taken into
confidence to ensure effective implementation of the change management project
plan.
Description:
This part of the activity requires you to prepare a communication or education plan
using ‘Template 7’ to address the barriers to change (Barriers given in the ‘Context’).
To prepare a communication or education plan, you are required to:
 Strategies to communicate or educate the changes and embed them
 Resources required
 Evaluation criteria/KPIs
 Person responsible

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Template 7: Develop communication or education plan
Communication or education plan

Objectives of the communication plan: (Any three)
Delivering consistent and coordinated messages on the change requirements

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© MVJ Enterprises Pty Ltd t/a Perth College of Beauty Therapy, YES College Page 59 of 69
Strategies to communicate or educate the Resources required Evaluation Timelines Person responsible
changes and embed them (Any four) criteria/KPIs
Problem analysis matrix Employee analysis 1 month Project Manager

of issues
Focus on the business problems
Face-to-face (office training Request for 1 month Project Manager

room) feedback
Respecting the point of view of others on the
change requirements

room) feedback
Acknowledge sharing of causes of the issues

Version: 1.1

Conducting weekly meetings to engage the room) feedback
stakeholders

Version: 1.1

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Part E: Arrange and manage activities for the delivery of communication or education
plans
Context:
As per the communication or eduction plans developed, during the initial month of the
implementation plan, the Operations Manager need to arrange and manger the
following activities for the delivery of communication or education plans:
 Activity 1: Prepare a presentation to educate the change
 Activity 2: Deliver a presentation to educate the change
Description:
This part of the activity requires you to arrange and manage activities for the delivery
of communication or education plans.
To do so, you are required to complete the following two (2) parts:
 Part A: Prepare a presentation to educate the change
 Part B: Deliver a presentation to educate the change

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Part A: Prepare a presentation to educate the change
This part of the activity requires you to prepare a presentation to educate and embed
the change. The presentation will be delivered in part B of this activity.
Before preparing the presentation, you are required to:
 Analyse the change requirements.
 Analyse the implementation plan (Activity 3: Part C)
When preparing the presentation, you must ensure:
 Set out your presentation in a clean, simple and not too fussy way.
 Add questions in the presentation to make it more interactive.
 Add visual effects.
 Follow the presentation guidelines.
Presentation guidelines:
 Prepare 10-15 slides.
 Include the following content in the presentation:
o The rationale and vision for the change
o The benefits of the change
o Impacts of the change on operations
o Strategies to be adopted/actions to be implemented to implement the

change effectively

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Part B: Deliver a presentation to educate the change
This part of the activity requires you to deliver a presentation to educate the change.
The audience of the presentation will be the staff members.
The trainer/assessor will allocate the role of the staff members to the students in the
class.
You need to deliver the presentation in front of the staff members. The purpose of the
presentation is to educate the change and embed them.
When delivering the presentation, you must:
 Have good posture
 Smile and act relaxed. It will make you look and feel more confident.
 Make eye contact with your audience instead of reading off your notes the
entire time.
 Avoid distracting behaviours, like chewing gum or fidgeting.
 Watch for nervous gestures, such as rocking or tapping.
 Take time to think during your presentation. Make an effort to slow your pace
and include pauses.
 Pay attention to your volume. Think about projecting your so that everyone
can hear what you have to say.
 Try to speak clearly so that your audience can easily understand your words.

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Activity 4: Review and evaluate the change management project plan and
Activity context:
The change is in its implementation phase. During the initial month of the
implementation, the following were the outcomes:
 Performance of communication or education plan
o Delivering the presentation was not an effective solution.
 Change program objectives:
o More rigrous training sessions should be implemented to embed the

change.
o Coaching and mentoring sessions should be arranged to identify and

address the areas of improvement.
 Barriers to change:
o Lack of employee engagement leading to resistance to change.
o Lack of transparency and poor communication from leadership
Description of the activity:
This activity requires you to review and evaluate the change management project
plan and modify it as needed to achieve objectives.

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Activity 4: Review and evaluate the change management project plan and
To do so, you are required to:
 Assess the performance of communication or education plan against

objectives. (Based on the information given in the ‘Activity context’)
 Identify and respond to barriers to the change given in the ‘Activity context’
according to risk management plans and organisational objectives.
o Document actions to address the identified barriers and modify the

‘Change management project plan’ developed in Activity 1,
considering the identified barriers.
 Modify ‘communication or education plan’ prepared in ‘Activity 3 – Part D’

according to change program objectives.
E-mail/Submit the following documents to the trainer/assessor:
 Revised ‘Change management project plan’.
 Revised ‘Communication or education plan’.
The initial month during implementation, following outcomes were observed
Activity 4
● Performance of communication or education plan
o Delivering the change was foreseen as a hindrance to common

practice.
● To achieve the change objectives:

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o A more rigorous training and persistence communication channels

sessions were established thru face to face teaching and email
communication.
o Mentoring projects were undertaken to educate employees and

ongoing training of senior staff established.
● Barriers to change:
o Employees lacked motivation to participate.
Your Assessor will look for evidence that you have:

a) Considered the organisation’s internal environment when conducting the
SWOT analysis.
b) Conducted a PESTLE analysis of the organisation’s external environment.
c) Identified change requirements and opportunities according to organisational
management decisions.
d) Identified risks based on the outcomes of SWOT analysis and PESTLE
analysis conducted and document.
e) Created an agenda for the meeting that encourage the participants to discuss
the change requirements and opportunities.
f) Assessed risks and opportunities presented by operational change
requirements.
g) Prepared the change management project.

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h) Developed reporting protocols using ‘Template 6’ for communicating the

status of change, such as hierarchy updates for reporting lines.
i) E-mailed the reporting protocols to the Managers.
j) Identified and documented the activities to be completed to implement the
change.
k) Assessed the performance of communication or education plan against
objectives.
l) Identified and responded to barriers to the change given in the ‘Activity
context’ according to risk management plans and organisational objectives.
m) Modified ‘communication or education plan’
Candidate: I declare that this work has been completed by me

honestly and with integrity and that I have been assessed in a
Signature: ___________________
fair and flexible manner. I understand that the Institute’s
Student Assessment, Reassessment and Repeating Units of
Competency Guidelines apply to these assessment tasks. Date: ____/_____/_____

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BSBLDR601 Lead and manage organisational change

1. This is an individual assessment.

BSBLDR601 Learner Instructions 2

Simulated assessment scenario

 Develop change management strategy

The supervisor can be your Assessor or a different Assessor or a staff member

Roles and responsibilities

BSBLDR601 Learner Instructions 2

Assessment Task 2: Project

“Online Media Solutions” is a marketing and web development business based in

Business plan excerpt

Company name: Online Media Solutions, Pty. Ltd

Company address: 2/10 Lawn court, Craigieburn, 3064, VIC

 Provide best-in-class design services

BSBLDR601 Learner Instructions 2

 Make a positive impact on our customer businesses

 Be respected and admired by peers

To provide best-in-class web design and development services in a simple,

Goals and objectives

The goals and objectives of Online Media Solutions are as follow:

 To create a company whose primary goal is to exceed customer

 To develop a comprehensive and high-quality portfolio

 To create a company whose primary goal is to exceed customer’s

 We will offer quality web services to small businesses and institutions at

 To build and tailor our services to small businesses.

 Positioning as a viable solution alternate to more established brands

We currently offer the following services to our clients:

 Interface and Web Design

BSBLDR601 Learner Instructions 2

 Domain and web hosting

 Search engine optimisation

 Quality service to our clients

 Integrity & Accountability

Organisational structure and expertise

The finance and human resource work are outsourced.

BSBLDR601 Learner Instructions 2

All the departmental managers report to the Operations.

Roles and responsibilities

 Running regular checks on network and data security

 Identifying and acting on opportunities to improve and update software and

 Designing training programs and workshops for staff

 Conducting regular system audits

BSBLDR601 Learner Instructions 2

 Overseeing and determining timeframes for major IT projects, including

 Managing and reporting on the allocation of IT budget

 Providing direction for IT team members

 Identifying opportunities for team training and skills advancement

 Managing organisational sales by developing a business plan that covers

 Meeting planned sales goals.

 Setting individual sales targets with the sales team.

 Tracking sales goals and reporting results as necessary.

 Overseeing the activities and performance of the sales team.

 Coordinating with marketing on lead generation.

 The ongoing training of your salespeople

 Developing your sales team through motivation, counselling and product

 Promoting the organisation and products.

BSBLDR601 Learner Instructions 2

 Evaluating and optimising marketing and pricing strategies.

 Analysing market trends and preparing forecasts.

 Generating new business leads.

 Increasing brand awareness and market share.

 Coordinating marketing strategies with the sales, financial, public relations,

 Developing and managing the marketing department’s budget.

 Overseeing branding, advertising, and promotional campaigns.