Lead and Manage Organisational Change: Task 1

This document discusses the strategic change requirements and opportunities for Bounce Fitness. It includes a review of the organization's policies and procedures, quality assurance objectives, and trends in the fitness industry. The document is for BSBINN601 Lead and Manage Organisational Change, Task 1.

Module 3
Term and Year: Term 1 2019
Qualification : BSB60215 Advanced Diploma of Business
Unit Code: BSBINN601
Unit Title: Lead and Manage Organisational Change
Assessment :
Task 1 Case study observation/ demonstration
Task 2 Case study observation/ demonstration
Student Name:
Student ID No:
Assessor’s Name: Dr Eugene Lim/ Andrey Loburets
Student Declaration: I declare that this work has been completed by me honestly and with integrity. I understand that the Elite
Education Vocation Institute’s Student Assessment, Reassessment and Repeating Units of Competency Guidelines apply to these
assessment tasks.
Student Name:
Student Signature: Date:
Assessment submission (new) requirements
Please save this file as PDF format (include your name to the filename) before uploading onto Moodle.
Assessment deadlines penalty
It is expected that unless a simple extension, special consideration or disability services adjustment has been granted, candidates
will submit all assessments for a unit of study on the specified due date. If the assessment is completed or submitted within the
period of extension, no academic penalty will be applied to that piece of assessment.
If an extension is either not sought, not granted or is granted but work is submitted after the extended due date, the late submission
of assessment will result in a late penalty fee. For further information, please refer to the Assessment Policy.
Assessment/evidence gathering conditions
Each assessment component is recorded as either Satisfactory (S) or Not Yet Satisfactory (NYS). A student can only achieve
competence when all assessment components listed under procedures and specifications of the assessment section are
Satisfactory. Your trainer will give you feedback after the completion of each assessment. A student who is assessed as NYS is
eligible for re-assessment. Should the student fail to submit the assessment, a result outcome of Did Not Submit (DNS) will be
recorded.
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Principles of Assessment
Based on Clauses 1.8 – 1.12 from the Australian Standards Quality Assurance’s (ASQA) Standards for Registered Training
Organizations (RTO) 2015, the learner would be assessed based on the following principles:
Fairness - (1) the individual learner’s needs are considered in the assessment process, (2) where appropriate, reasonable
adjustments are applied by the RTO to take into account the individual leaner’s needs and, (3) the RTO informs the
leaner about the assessment process, and provides the learner with the opportunity to challenge the result of the
assessment and be reassessed if necessary.
Flexibility – assessment is flexible to the individual learner by; (1) reflecting the learner’s needs, (2) assessing competencies held
by the learner no matter how or where they have been acquired and, (3) the unit of competency and associated
assessment requirements, and the individual.
Validity – (1) requires that assessment against the unit/s of competency and the associated assessment requirements covers the
broad range of skills and knowledge, (2) assessment of knowledge and skills is integrated with their practical
application, (3) assessment to be based on evidence that demonstrates that a leaner could demonstrate these skills
and knowledge in other similar situations and, (4) judgement of competence is based on evidence of learner
performance that is aligned to the unit/s of competency and associated assessment requirements.
Reliability – evidence presented for assessment is consistently interpreted and assessment results are comparable irrespective of
the assessor conducting the assessment
Rules of Evidence
Validity – the assessor is assured that the learner has the skills, knowledge and attributes, as described in the module of unit of
competency and associated assessment requirements.
Sufficiency – the assessor is assured that the quality, quantity and relevance of the assessment evidence enables a judgement to
be made of a learner’s competency.
Authenticity – the assessor is assured that the evidence presented for assessment is the learner’s own work. This would mean that
any form of plagiarism or copying of other’s work may not be permitted and would be deemed strictly as a ‘Not Yet
Competent’ grading.
Currency – the assessor is assured that the assessment evidence demonstrates current competency. This requires the
assessment evidence to be from the present or the very recent past.
Resources required for this Assessment
 All documents must be created using Microsoft Office suites i.e., MS Word, Excel, PowerPoint
 Upon completion, ensure that you have completed your coversheet details, i.e. your name, student ID and signature. If these
details are not present, the assessment would need to be resubmitted again.
 The document is then required to be converted to PDF and uploaded to the student learning management system for
assessment.
 Refer the notes on eLearning to answer the tasks or any additional material will be provided by Trainer.
Instructions for Students
Please read the following instructions carefully
 This assessment is to be completed according to the instructions given by your assessor.
 Students are allowed to take this assessment home.
 Feedback on each task will be provided to enable you to determine how your work could be improved. You will be provided
with feedback on your work within 2 weeks of the assessment due date.
 Should you not answer the questions correctly, you will be given feedback on the results and your gaps in knowledge. You will
be given another opportunity to demonstrate your knowledge and skills to be deemed competent for this unit of competency.
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 If you are not sure about any aspect of this assessment, please ask for clarification from your assessor.
 Please refer to the College re-assessment and re-enrolment policy for more information.
Procedures and Specifications of the Assessment
You will be required to demonstrate skills and knowledge required to define campaign objectives; prepare an advertising budget;
You will be required to demonstrate the skills and knowledge required to develop a schedule for proposed advertising activities;
defining campaign objectives and preparing advertising budgets. You will also require to demonstrate communication skills to
question, clarify and report when creating an advertising campaign and technology skills to use a wide range of office equipment
and software to develop an advertising campaign.
Read all materials required for this assessment task: this procedure and the Bounce Fitness Simulated Business Corporate
Marketing Plan.
In response to the Bounce Fitness Simulated Business Corporate Marketing Plan (provided), you will develop a report.
 Defining the campaign objectives and preparing an advertising budget, which addresses all questions in this task.
 Defining a schedule for proposed advertising activities, which addresses all questions in this task.
 To demonstrate knowledge in defining campaign objectives and preparing advertising budgets.
 Discuss your completed advertising campaign to the class and assessor. You must consistently behave and present as if
this were an actual presentation to the CEO of Bounce Fitness.
Case study
Margaret House, CEO of Bounce Fitness and the Board of Directors are keen to have the four Centers registered with Fitness
Australia (www.fitness.org.au). They feel that standards required to be met as a registered fitness center would not only ensure
the credibility of the organization in the eyes of the public but would provide goals for the Centre Managers and teams.
Registration will require meeting the Code of Conduct for the state in which each Centre is located and ensuring that all trainers
meet, or immediately undertake training to meet, certain standards. Information about the registration can be obtained by going to
the Fitness Australia website and clicking on the Register Your Fitness Business tab. The Codes of Conduct for each State are also
linked here if you scroll down the page.
The minimum educational qualification required by Bounce Fitness for all trainers is the Certificate III in Fitness Instructing and all
trainers must hold this to continue to work as a trainer of classes and individual clients. At this point in time, this has not been
consistently applied. In Cairns all are qualified, in Brisbane two (2) need the basic training, and in Melbourne there is one (1). It is
intended under the change management initiative that all trainers, once they have completed the basic training will continue to
pursue further training, the Certificate IV and Diploma, annually as personal development.
Bounce Fitness will pay for the training fees and other incidentals such as text book requirements and provide one (1) paid hour per
week for study leave. Bounce Fitness will also reimburse travel and accommodation for compulsory study attendance sessions.
You can get more information on this at the Fitness Australia website under the Fitness Careers / Get qualified tab.
It is expected that the change management process will be fairly smooth if adequate measures are taken and the process is well
managed. The major resistance will come from the three (3) trainers who do not have this qualification and have learned through
experience. That is why they do not have it now. They will also not want to participate in the further training initiative.
If the whole standardization process is not managed carefully, there is potential for dissatisfaction and all Centers may not comply
with the standardized procedures. This is a major concern for the Executive; hence your recommendations are crucial.
In essence, Bounce Fitness’ continuous improvement policy encapsulates the organization’s commitment to ensure that there is
systematic continuous improvement of its operations, management systems, training, life coaching and activities through
consultation with staff, clients, stakeholders and external experts
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In addition, the organization believes in the importance of quality to achieved sustained, profitable growth by providing services that
consistently satisfy the needs and expectations of its customers. This level of quality is achieved through the adoption of a system
of procedures that reflect the competence of Bounce Fitness to existing customers, potential customers and independent auditing
authorities. Apart from that, Bounce Fitness has planned its business strategy to:
 Open a new Fitness Centre in Perth within two years
 Existing Bounce Fitness Centres will continue to show an above-market return on investment through excellence of
facility, staff and operational management
 Invest greater time in customer relationship management and through continued provision of excellence in service and
equipment
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Task 1
1. You are required to identify strategic change requirements and opportunities for Bounce Fitness by discussing with a
Manager (your trainer would assume this role) the following:
 List the what are the strategic changes required Provide a brief review how this objective would enable the organization to increase its business performance
 Provide a brief review on the organization’s policies and procedures (including quality, continuous improvement,
customer service, Employee Assistance Program and personal development)
Demonstration/ observation checklist
Candidate’s name
Assessor’s name Dr Eugene Lim/ Andrey Loburets
Work activity Review and justify required changes with manager
Date
Bounce Fitness’ Quality
Assurance objectives
Provide a brief review how this objective would enable the organization to identify
performance gaps and strategic change requirements
a. To maintain an effective
Quality Assurance
System
(People &Technology)
The corporation is required to change its approach towards customers and technology. It should
collaborate technologies with its members to ensure that it is able to deliver high quality services
to customers.
b. To achieve and maintain
a level of quality which
enhances the Bounce
Fitness’ reputation with
customers
(People & Process)
The corporation should improve its process by using the technologies to deliver high quality
services to customers in order to improve its quality.
c. To ensure compliance
with relevant statutory
and safety requirements
(People & Structure)
The corporation should ensure that its legal department is focused on identifying the relevant
laws which apply on the company and its operations to take relevant decisions to avoid legal
consequences.
d. To endeavour, at all
times, to maximize
customer satisfaction
with the services
provided by Bounce
Fitness (People)
The corporation should emphasis on the demands of its customers to ensure that they receive
convenient services from the company with talented trainers which will lead to maximisation of
customer satisfaction.
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Prepared by
Student’s Name
Student’s Signature Date:
Management Approval Approved Disapproved
Management’s (Trainer) Name Dr Eugene Lim/ Andrey Loburets
Management’s (Trainer)
Initials Date:
2. Consider any patterns or trends that may impact the fitness industry (use the PDF document labelled Fitness
Australian’s published reports to support your discussions). Please ensure that answers include numeric (use of
percentages or numbers) content along with your explanation.
a. Past and project growth
in the number of fitness
instructors
In 2014, there were over 27,600 fitness instructors in Australian and this number had increased
by 17.5% in 2015 when the number of instructors increased to 32,430. However, number
reduced to 22,111 in 2016-17 financial year as the demand of fitness instructors decreased. This
number is expected to increase by 35,500 by 2019 which might benefit Bounce Fitness.
b. The number of fitness
instructors in the
respective Australian
states
The number of fitness instructors in VIC is the highest with over 9,660 instructors. The second
leading territory is NSW with over 7,618 instructors. The fitness instructors in QLD, SA and WA
are 4,968, 2,262 and 2,262 respectively.
c. The qualifications of
the fitness instructors
The qualification of fitness instructors include Certificate III in Fitness for looking after gym and
related facilities. The Certificate IV in Fitness is issued for people who wanted to look after their
own clients in which the instructors learn to give exercise instructions, apply exercise science,
give advice about diet and marketing and planning for small businesses.
d. The fitness instructors’
level of experience in
the industry
45% of the personal trainers in Australia work full time whereas 20% work for more than 41-64
hours in a week. Thus, most fitness trainers are experienced in the industry since they either
operates their own small businesses or work with major fitness brands.
e. The nature of
employment of fitness
instructors
The nature of employment of fitness instructors is divided into three categories which include
exercise professionals, sole traders and fitness business owners. The exercise professionals
contributes to 13%, sole traders contributes to 15% percent whereas fitness business owners
are 55%.
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3. Consult specialists to assist in the identification of major change requirements and opportunities.
Demonstration/observation checklist
Candidate’s name
Assessor’s name Dr Eugene Lim/ Andrey Loburets
Work activity Discussion to review and prioritise change with managers
Date
a. Identify what are major operational change requirements (in relation to the case context which focuses on its need to
be registered with Fitness Australia) and its cost-benefit analysis on the following;
Organizational elements
Relate what are the changes
identified in the case text that
needs to be addressed
How does it impact the organization?
Costs (limitations) Benefits
People
Although most employees are
experienced; however, they
manage their business operations
rather than working for major
organizations.
It creates challenges for
companies such as
Bounce Fitness since it
becomes difficult for them
to attract and retain
talented members.
It becomes easier for
Bounce Fitness to acquire
experienced trainers as their
number increase in the
industry.
Processes
The process of creating loyal
customers is difficult because
fitness instructors changes
rapidly.
It reduces the number of
loyal customers for
companies.
It enables the company to
easier attract new customers
and join them through a
membership process.
Technology
The use of technology in exercise
process has increased which
allow customers to measure their
calories, weight and others
without any problems.
It increases the number of
people who exercise from
their homes rather than
joining gym memberships.
It assists the company in
delivering high quality
services to customers by
using different technologies.
Structure
The structure of gyms is changing
as it becomes easier for fitness
trainers to open their business.
It increases competition in
the industry.
It allows the company to
compete with small business
and use its resources to
build a loyal customer base.
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b. Undertake risk analysis for resistance to change and identify mitigation strategies in place.
Identifying types of resistance to change Identify mitigation change management strategies and staff responsible for this task
Potential change
resistance risks
How this change resistance risk does affects the
organization?
Risk rating
(1=unlikely to
5=very high)
Actions to address resistance By
whom?
Belief that change is
unnecessary or that it will
not improve the situation
These staff members make it difficult to foster
innovation in the workplace. 5 The senior level management should engage with employees to build a
culture where employees beliefs in the benefit of change. General manager
Feels uncomfortable if
routine is changed
These employees increases attrition rate in the
company as soon as new policies are introduced. 4
The centre manager of the company is responsible for dealing with
these changes to ensure that the employees are prepared for changes
in their routine
Centre manager
Inconvenience or loss of
freedom
These employees become demotivated and they avoid
offering high quality services to customers. 4
It is important that the employees did not feel like their freedom is lost
based on which they should receive flexible working conditions to feel
free.
General manager
Organizational culture Conflict between trainers to acquire more clients is a
major issues which adversely affect their productivity. 3
The corporation should distribute the clients between trainers to ensure
that they are not pressured and they did not fight with each other to get
more employees.
General manager
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c. Specialist Feedback (for trainer use)
Areas of discussion (please ) Agree Pending Disagree Comments
Major changes
 Performance gaps
 Business opportunities
 Business threats
 Management decisions
Impact on the organization’s business
sustainability in relation to:
 People
 Processes
 Technology
 Structure
Risk analysis
 Risk # 1
 Risk # 2
Change management plan
 Awareness
 Desire
 Knowledge
 Action
 Reinforcement
Specialist Approval
(please ) Approved Disapproved
Specialist (Trainer) Name : Dr Eugene Lim/ Andrey Loburets
Specialist (Trainer) Initials: Date
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Task 2
1. You are required to conduct a meeting with senior management of Bounce Fitness as a demonstration on
developing and propose a change management plan covering:
 A stakeholder communication and education plan to promote the benefits of the change to the organization and
to minimize loss
 Ensure that activities are clearly spelled out in the said plan to relevant individuals/ groups.
Demonstration/ observation checklist
Candidate’s name
Assessor’s name Dr Eugene Lim/ Andrey Loburets
Work activity Conducting a change management meeting
Date
Bounce Fitness Management Meeting
Meeting activity Review and prioritize change requirements
Venue Boardroom
Attendance
CEO Margaret House
General Managers
Marketing Kath Jones
Finance Steve Brinkley
Human Resources Laura Irish
Centre Managers
Cairns Paul Thomas
Brisbane Ellie Tolle
Sydney Jacinta Scotts
Melbourne John Hyatt
Change Management Consultant
(student’s name)
Absence with apologies N/A
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Change Management Plan
1. Introduction
Purpose of the
change
management plan
To build strong relationship with employees to ensure that they did not resist to change and
effective deliver services to employees.
Type of change
plan element (tick
one)
 People  Process
 Technology  Structure
Rational for the
change
Without effective relationship with trainers, the company will not be able to build a loyal customer
base which will negatively affect its performance.
2. Change scope details
Current status Current, the general and centre manager did not implement any policies to improve relations with
trainers.
Change
identification
 To ensure compliance with relevant statutory and safety requirements
 To maximize customer satisfaction with the services provided by Bounce Fitness.
3. Document administration
Version 1.0
Status Draft
Next review Next review meeting
Document owner
(Student’s name)
Role Change Management Consultant
Signature
(Student’s
signature)
Date
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4. Develop a stakeholder communication and task responsibilities plan to support Bounce Fitness’ change management strategy.
Bounce Fitness Communication & Change Plan
Who What How When Other
Stakeholders Action
Key change message
(to promote the benefits of change to the
organization and to minimize loss)
Medium Date Performance measures
General Managers Finance
A budget of $2000-$4000 should be allocated
to promote employee engagement by offering
rewards and conducting team building
activities.
To build strong relationship with trainers. Finance
department Feedback from employees
Marketing
The marketing campaign should highlight the
effectiveness of personal trainers in the
company and how they can assist customers
in achieving their goals.
To reach a wider and loyal customer base. Advertisement
campaign Response from customers
Human
Resources
The HR department should resolve trainers
issues and provide them a flexible working
environment.
To create a positive working culture. HR
department Measuring employees performance
Centre Managers
Cairns
The center manager should implement
change policies while considering needs of
employees.
To avoid resistance to change. Flexible
working hours Feedback from customers
Brisbane Technology should be used in business to
improve customer services. To improve efficiency in service delivery. Budget for
technology Customer survey
Sydney Loyalty program should be introduced to build
strong relations with customers. To build a loyal customer base. Loyalty
program Retention of customers
Melbourne Use of technology to improve operation. To improve effectiveness of operations Budget for
technology Customer survey
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Bounce Fitness Communication & Change Plan (cont.)
5. Scope of organizational
change and
development (select
one)
Incremental Change and Development (To improve effectiveness, efficiency and continuous improvement aligned to current critical success factors and
increase performance to achieve business results) 
Transitional Change and Development of Organizational alignment (To enhance adaptability and alignment of the organization to changing environments,
strategic directions and business goals) 
Transformational Change and Development (Cultural transformation within an adaptive, emergent paradigm – designed to evolve and embed the values,
attitudes and beliefs (VABs) of your organization within your structures, systems, processes, decisions and behaviors to support your long term business
strategies).

6. Change management implementation action plan and schedule details
Bounce Fitness’ Quality
Assurance objectives Change management activities to be used Person
responsible Duration Start date End date Resources needed
To ensure compliance with
relevant statutory and
safety requirements
Regular meeting with the legal team Solicitors 2 weeks 1 March
2019
14 March
2019 Appointment of solicitors
To maximize customer
satisfaction with the
services provided by
Bounce Fitness.
Increasing engagement with customers
Customer
relations
department
4 Weeks 15 March
2019
14 April
2019 Customer survey
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7. Monitor and evaluating Bounce Fitness’ Change Management Plan
Bounce Fitness’ Quality
Assurance objectives
KPIs measure
(increase success rates, reduction of number of incidents
attributed to changes, increase in percentage of change for
implementation time, increase in scores of survey of
stakeholder satisfaction, increase in change success rates)
Required adjustments
(compliance reports, proficiency measures, employee
engagement, employee feedback, awareness and understanding
of the change, observations of behavioral change, employee
readiness assessment results, employee satisfaction survey)
Evaluation
Time
(when
should this
be followed
up)
Who
(who would be
responsible to
follow-up)
To ensure compliance
with relevant statutory
and safety requirements
The center managers should conduct a risk audit to find
factors which leads to danger Changes in employee behavior
To maximize customer
satisfaction with the
services provided by
Bounce Fitness.
Increasing engagement with customers Employee satisfaction survey
Customer
relations
department
Prepared by
Consultant (Student) Name : Consultant (Student) Signature: Date:
Consultation with management
Feedback
Approved Pending Not approved
CEO’s (trainer) Name: Dr Eugene Lim/ Andrey Loburets CEO’s (trainer) Initials: Date:
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8. Attendance sign-off for the Organizational Development Management Meeting
Name Position Signature Date
Margaret House CEO M. House
Kath Jones GM - Marketing Kath
Steve Brinkley GM - Finance Steve Brinkley
Laura Irish GM – Human Resources Laura Irish
Paul Thomas Cairns Center Manager PThomas
Ellie Tolle Brisbane Center Manager Elle
Jacinta Scotts Sydney Center Manager JC
John Hyatt Melbourne Center
Manager John Hyatt
Management Consultant
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Assessment Submission Checklist to be completed by the Trainer/Assessor
Unit name: BSBINN601 Lead and Manage Organisational Change
Assessment: Task 1
Did the student complete and provide evidence for the following (please  ): Yes No
1. Provide a review and analysis of the case study
2. Provide a demonstration to discuss what the required changes, are impact on business sustainability, risk
analysis as well as a change management plan for the case study?
3. Submit within agreed timeframe?
Has the learner proven they can (please  ): Yes No Assessor’s Notes (if any)
1.1 Identify strategic change needs through an analysis of
organisational objectives
1.2 Review existing policies and practices against strategic
objectives to identify change requirements
1.3 Monitor trends in the external environment to identify events
or trends that impact on the achievement of organisation's
objectives
1.4 Identify major operational change requirements due to
performance gaps, business opportunities or threats, or
management decisions
1.5 Review and prioritise change requirements or opportunities
with relevant managers
1.6 Consult specialists and experts to assist in the identification
of major change requirements and opportunities
2.1 Undertake cost-benefit analysis for high priority change
requirements and opportunities
2.2 Undertake risk analysis, identify barriers to change, and
agree and record mitigation strategies
3.1 Identify and respond to barriers to the change according to
risk management plans
3.4 Identify and respond to barriers to the change according to
risk management plans
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Feedback and result outcome for Task 1 (please
 )
Satisfactory
Not Yet Satisfactory
Re-assessment
required
Unit name: BSBINN601 Lead and Manage Organisational Change
Assessment: Task 2
Did the student complete and provide evidence for the following (please  ): Yes No
1. Provide a demonstration of conducting a meeting for the case study
2. Provide a communications plan as well as inputs for the change management for the case study?
3. Submit within agreed timeframe?
Has the learner proven they can (please  ): Yes No Assessor’s Notes (if any)
2.3 Develop change management project plan
2.4 Obtain approvals from relevant authorities to confirm the
change management process
2.5 Assign resources to the project and agree reporting protocols
with relevant managers
3.1 In consultation with relevant groups and individuals, develop
communication or education plan to promote the benefits of
the change to the organisation and to minimise loss
3.2 Arrange and manage activities to deliver the communication
or education plans to relevant groups and individuals
3.3 Consult with relevant groups and individuals for input into the
change process
3.4 Action interventions and activities set out in project plan
according to project timetable
3.5 Activate strategies for embedding the change
3.6 Conduct regular evaluation and review, and modify project
plan where appropriate to achieve change program
objectives
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Feedback and result outcome for Task 2 (please
 )
Satisfactory
Not Yet Satisfactory
Re-assessment
required
Assessment Summary Result (please
 )
Task 1 Case study observation/
demonstration S NYS DNS
Task 2 Case study observation/
demonstration S NYS DNS
Final Assessment Result for this unit C NYC
Feedback is given to the student on each Assessment task YES NO
Feedback is given to the student on final outcome of the unit YES NO
The result of my performance in this unit has been discussed and explained to me (please place signature below)
Student Signature Date
Trainer/ Assessor’s declaration: I hereby certify that the above student has been assessed by myself and all assessments are carried
out as required by the Principles of Assessments (Clause 1.8 of the Standards for RTO 2015).
Trainer/ Assessor’s
Initials
Date
Appeal Process (only for mitigating circumstances)
I would like to appeal the outcome of this assessment as per the appeals procedure in the Student Handbook
Student Signature Date
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