BSBINN601 - Lead and Manage Organisational Change Project Report

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AI Summary
This project report, prepared as part of the BSBINN601 unit, focuses on leading and managing organisational change within the context of a senior human resources manager role at Bounce Fitness. The report is structured into three key parts: identifying change requirements and opportunities, developing a change management strategy, and implementing the strategy. The first part involves analyzing the organization's business objectives, operational performance, policies, and external factors impacting the fitness industry to identify potential needs for change. The second part focuses on selecting high-priority change requirements, conducting cost-benefit and risk analyses, and developing a comprehensive change management plan, including a communication plan. The final part outlines the implementation of the change management strategy, including using the ADKAR model, conducting staff meetings, and establishing monitoring and evaluation methods. The report provides detailed discussions on each aspect, including the rationale for change, stakeholder involvement, timelines, and performance outcomes, demonstrating a thorough understanding of change management principles and practices within a practical business setting.
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BSBINN601 Lead and Manage Organisational Change
ASSESSMENT SUMMARY SHEET
This form is to be completed by the assessor and used a final record of student competency.
All student submissions including any associated checklists (outlined below) are to be attached to this cover
sheet before placing on the students file.
Student results are not to be entered onto the Student Database unless all relevant paperwork is completed
and attached to this form.
Student Name:
Student ID No:
Final Completion Date:
Unit Code: BSBINN601
Unit Title: Lead and Manage Organisational Change
Please attach the following documentation to this form Result
Assessment Project 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
Student Declaration I have been assessed in a fair and
flexible manner. I understand that the Institute’s Student
Assessment, Reassessment and Repeating Units of
Competency Guidelines apply to these assessment
tasks.
Assessor Declaration: I declare that I have conducted a
fair, valid, reliable and flexible assessment with this student,
and I have provided appropriate feedback.
Name: Name:
Signature: Signature:
Date: Date:
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BSBINN601 Lead and Manage Organisational Change
ASSESSMENT COVER SHEET
Details of Assessment
Term and Year Term 4 2016
Assessment Type Project
Due Date Class Room
Student Name:
Student ID No:
Date:
Qualification : BSB60215 Advanced Diploma of Business
Unit Code: BSBINN601
Unit Title: Lead and Manage Organisational Change
Assessor’s Name
Student Declaration: I declare that this work has been
completed by me honestly and with integrity. I understand that
the Sydney Metro College’s Student Assessment,
Reassessment and Repeating Units of Competency Guidelines
apply to these assessment tasks.
Assessor Declaration: I declare that I have
conducted a fair, valid, reliable and flexible assessment
with this student, and I have provided appropriate
feedback.
Name: Name:
Signature: Signature:
Date: Date:
Student was absent from the feedback session.
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BSBINN601 Lead and Manage Organisational Change
Assessment/evidence gathering conditions
Each assessment component is recorded as either Satisfactory (S) or Not Satisfactory (NS). 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
(Not Yet Satisfactory) is eligible for re-assessment.
Resources required for this Assessment
All documents must be created using Microsoft Office suites i.e., MS Word, Excel, PowerPoint
Upon completion, submit the assessment printed copy to your trainer along with assessment coversheet.
Refer the notes on SMC eLearning (Moodle) to answer the tasks
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.
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
The learner will demonstrate the skills and knowledge required to implement a change management strategy which includes
the following areas:
Identify change requirements and opportunities
Develop change management strategy
Implement change management strategy
You must complete all parts and submit a report which should include a Table of Contents, Introduction of overall assessment,
Description (discussion on solutions of all parts) and Conclusion (summary of assessment).
In this project you will be required to work as a senior human resources manager. (If conducting this project in your workplace
or in your college or training organisation, work with the relevant staff from that team). You will be required to identify the need
for a strategic change and a major operational change and develop, implement and review the change management strategy.
You will use the information in the Case Study on the Bounce Fitness website to create a plan for this change management
initiative.
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BSBINN601 Lead and Manage Organisational Change
Assessment questions
Part 1 - Identify change requirements and opportunities
1. Write a list of possible needs for change. To do this you will need to do some or all of the following:
1.1 List the organization’s business objectives
1.2 Provide a brief review of the organization’s operational performance
1.3 Provide a brief review on the organization’s policies and procedures (including quality, market
research, new product or service development, customer service, Employee Assistance Programme
and personal development)
1.4 Review patterns or trends that may impact the fitness industry by utilizing a Fitness Australia’s
published report (discussions should cover pertinent points that affects the organization’s business
performance)
1.5 Provide discussions on external environment that impact the fitness industry (discussions should
cover PEST aspects)
1.6 Discuss what is the overall impact on the organization’s business sustainability in relation to
organizational elements (People, Processes, Technology and Structure)
Part 2 - Develop change management strategy.
2. Select two high priority change requirements/ opportunities and conduct a cost benefit analysis, a risk
analysis and an analysis of potential barriers for each change requirement.
2.1 Identify two higher priorities for change (include a cost benefit analysis and evaluation)
2.2 Identify three low priorities for change (include a cost benefit analysis and evaluation)
2.3 Provide an evaluation of the risk impact affecting the organization (discussions should include risk
identification, risk assessments, risk mitigation and risk evaluation)
2.4 Undertake a change management plan for the organization (covering objectives for the change
process, change plan elements, rational for change, who would be involved, action plan on
resource requirements, timeline of key activities and performance outcomes).
Part 3 - Implement change management strategy
3. Develop a communications plans to support Bounce Fitness’ change management strategy.
3.1 Communications plan should include the following:
identify key stakeholders and roles
identify commitment level
identify when this communication will occur
identify commitment level
identify how the message will be communicated (e.g. email, face-to-face, newsletter)
identify person responsible
identify concerns and how can these be addressed
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BSBINN601 Lead and Manage Organisational Change
outline consultation methods for engaging identified stakeholders
3.2 Develop a task implementation and timeline plan for the organization by using ADKAR (change
management theory) to embed change implementation (discussions should include the proposed
change management activities, stakeholders involved, timeline for implementation, action
intervention and delegation of responsibility).
3.3 Provide a staff meeting to communicate the change to enable relevant groups and individuals for
input into the change process (discussions should include summary, objectives, change plan
element, rational for change, identification of stakeholders, assessment of readiness to change,
identification of change elements, development of change plan, consolidation on policies,
procedures and performance, barriers to the change, performance evaluation and conclusion).
Obtain approval for appropriate staff.
3.4 Discuss on how to monitor and evaluate the organization’s change management plan by addressing
key concerns provided in the template.
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BSBINN601 Lead and Manage Organisational Change
Assessment Answers
Lead and Manage Organisational
Change Report
Prepared by your name
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BSBINN601 Lead and Manage Organisational Change
Table of Contents Page No
1. Write a list of possible needs for change. To do this you will need to do some or all of the following:
1.1 List the organization’s business objectives
1.2 Provide a brief review of the organization’s operational performance
1.3 Provide a brief review on the organization’s policies and procedures (including quality, market research,
new product or service development, customer service, Employee Assistance Programme and
personal development)
1.4 Review patterns or trends that may impact the fitness industry by utilizing a Fitness Australia’s published
report (discussions should cover pertinent points that affects the organization’s business performance).
1.5 Provide discussions on external environment that impact the fitness industry (discussions should cover
PEST aspects).
1.6 Discuss what is the overall impact on the organization’s business sustainability in relation to
organizational elements (People, Processes, Technology and Structure)
2. Select two high priority change requirements/ opportunities and conduct a cost benefit analysis, a risk
analysis and an analysis of potential barriers for each change requirement.
2.1 Identify two higher priorities for change (include a cost benefit analysis and evaluation)
2.2 Identify three low priorities for change (include a cost benefit analysis and evaluation)
2.3 Provide an evaluation of the risk impact affecting the organization (discussions should include risk
identification, risk assessments, risk mitigation and risk evaluation)
2.4 Undertake a change management plan for the organization (covering objectives for the change
process, change plan elements, rational for change, who would be involved, action plan on resource
requirements, timeline of key activities and performance outcomes).
3. Develop a communications plans to support Bounce Fitness’ change management strategy.
3.1 Communications plan
3.2 Develop a task implementation and timeline plan for the organization by using ADKAR (change
management theory) to embed change implementation (discussions should include the proposed
change management activities, stakeholders involved, timeline for implementation, action intervention
and delegation of responsibility).
3.3 Provide a staff meeting to communicate the change to enable relevant groups and individuals for input
into the change process (discussions should include summary, objectives, change plan element,
rational for change, identification of stakeholders, assessment of readiness to change, identification of
change elements, development of change plan, consolidation on policies, procedures and
performance, barriers to the change, performance evaluation and conclusion). Obtain approval for
appropriate staff.
3.4 Discuss on how to monitor and evaluate the organization’s change management plan by addressing
key concerns provided in the template.
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BSBINN601 Lead and Manage Organisational Change
Task 1 - Identify change requirements and opportunities
1.0 Write a list of possible needs for change. To do this you will need to do some or all of the following:
1.1 Review Bounce
Fitness’ business
objectives
1.1.1 To expand its role as the leading supplier of wellness integrated services
1.1.2 To create and implement comprehensive services and programs appealing to
everyone
1.1.3 To increase investment in sales of the retail arm by 35% this year.
1.1.4 To expand the equipment availability across all its centres
1.1.5 To nurture an inspiring workout environment
1.2 Review Bounce
Fitness’
operational
performance
Every centre of Bounce Fitness sells memberships to 120%. This implies that during peak
periods it can be crowded, however, experience shows that there is a maximum of 80%
use. The retail segment of the business makes up for nearly 30% of the takings from every
centre. The fitness company recorded normal growth in 2016 and did not experience
aggressive expansion rate. The organization did benefit from the rising demand for fitness in
the country (Bounce Fitness. 2017).
1.3 Review relevant policies and procedures
1.3.1 Quality policy The gym uses standard quality control procedures and practices from leading health
organizations. Key to ensuring quality control in its operations is to ensure that all the
equipment and machines used in the gym are working properly, safe and clean. There are
hand sanitizers and wipes available for the members to wipe their handles before using any
machine (Bounce Fitness. 2017).
All the employees at the gym are required to have a service calendar which alerts them
about the dates on which every piece of equipment should be serviced. At the end of every
day, an employee walks-through to examine every equipment for damage and to ensure
that everything is functioning effectively (Bounce Fitness. 2017).
1.3.2 WHS policy Gym Equipment:
Periodic maintenance of equipment
Periodic in-house and external inspections
Not using obsolete and old equipment (Bounce Fitness. 2017)
Supervision of Users
The gyms are manned for all operational hours
Staff training
User special needs for e.g. disabilities are identified
User Injury
Induction scheme available
Emergency response (Bounce Fitness. 2017)
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BSBINN601 Lead and Manage Organisational Change
First-aid facilities available
Access
No unauthorized access
Swipe card entry only
Manned reception (Bounce Fitness. 2017)
Exercise sessions
Class size is restricted
All trainers are highly qualified and skilled
Close supervision by trainers
Strict criteria for hiring trainers (Bounce Fitness. 2017)
1.3.3 Continuous
improvement
policy
The continuous improvement policy of Bounce Fitness involves adopting Business Process
Management tools to automate its business processes and obtain higher administrative
control. The company uses the PDCA model for continuous improvement. This way it plans,
executes, analyses and acts to avoid errors. It employs the PDCA method to enhance the
management level via the effective control of activities and processes. With PDCA, the
information gets standardized and probability of error during decision making is minimized
(Bounce Fitness. 2017).
1.3.4 Customer
service policy
Bounce Fitness has underpinned its success on offering remarkable customer service. So, to ensure
the provision of excellent service to customers, the company makes sure that the products and
equipment listed on the promotional brochures and website are in place. Moreover, there is a very
professional environment inside the gym. All the employees wear their assigned uniforms and all
employees are familiar with the members visiting the gym. This way, members are comfortable while
training. All employees also wear their name tags so if members want specific help from a
manager/trainer, they can approach them easily. The communication lines are always open and the
employees are properly trained on how to handle customer queries and complaints in a professional
manner. The gym sends birthday cards, welcome letters, congratulatory messages to its members
on their special occasions (Bounce Fitness. 2017).
1.3.5 Employee
Assistance
Programme
policy
Bounce Fitness has an Employee Assistance Program in place which provides confidential and free
evaluations, referrals, short-term counselling and follow-up services to its employees who are facing
professional or personal problems. EAP counsellors also collaborate with supervisors and managers
to deal with employee and company needs and challenges (Bounce Fitness. 2017).
1.3.6 Personal
development
policy
This policy in the organization is applicable to all temporary and permanent employees. Employees
who are not short-term contracts may become part of training sessions at their supervisor’s
discretion. This policy does not encompass supplementary employees such as consultants or
contractors. Training and development programs include:
Formal trainings
Employee mentoring and coaching
On-the-job training
Job rotation
Job shadowing (Bounce Fitness. 2017)
Participation in conferences
1.4 Consider any patterns or trends that may impact the fitness industry (use a Fitness Australian’s published
reports to support your discussions)
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BSBINN601 Lead and Manage Organisational Change
1.4.1 Past and project
growth in the
number of
fitness
instructors
When the company was first started in 2001, it was a single aerobic studio. There were only two
instructors at that time. When a second centre was opened in 2004, the number of fitness instructors
was 6. Currently there are a total of 150 instructors in whole Australia. Given the rate of expansion,
the projected growth in number of fitness instructors is expected to be 50% in coming two years
(Bounce Fitness. 2017).
1.4.2 The number of
fitness
instructors in the
respective
Australian states
The bounce fitness gyms are located in Sydney, Cairns, Brisbane and Melbourne in Australia.
Cairns has the highest number of instructors i.e. 50. Brisbane follows closely at 38 instructors across
different facilities. Sydney has 33 instructors while Melbourne has 29 (Bounce Fitness. 2017).
1.4.3 The
qualifications of
the fitness
instructors
To become a Bounce fitness instructor, individuals are required to have elite fitness ability and a
qualification as a Personal Trainer or Fitness Instructor and ideally an experience in gymnastics or
dance. They must have a Certificate III or IV in fitness. All its employees are also trained in First Aid
and CPR (Jason et al., 2017).
1.4.4 The fitness
instructors’ level
of experience in
the industry
The average experience of a fitness instructor in the Australian industry is 4 years.
1.4.5 The nature of
employment of
fitness
instructors
One third of the fitness instructors are employed on casual basis. Only 20% have full-time
employment (Andreasson and Johansson, 2014).
1.5 Consider any external environment factors that may impact the Australian fitness industry.
1.5.1 Political/
legislation
issues affecting
the way fitness
industry operates/
compliant to new
regulations
The degree of regulation is light in the Australian fitness industry. The companies only need to abide
by the fair-trading rules, health and safety norms, have personal indemnity insurance and public
liability insurance. Plus, the trainers have to qualified certificate 3 or 4 in fitness.
Assistance from the government is law, there are merely initial amenities to access, however, the
trend in rising as greater government grants would be assigned to this sector (Mercer, 2015).
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1.5.2 Economic issues
affecting the way
consumers spend
in the personal
fitness and health/
competitive
pressures
Lower per capital income
Higher interest rate
Industry growth is expected to be high with customer confidence returning (Deloitte.
2012)
1.53 Social
expectation
issues affecting
the way
consumers relate
to personal health/
wellbeing/
knowledge and
understanding of
personal fitness
Interest in fitness and exercise as a way of better health is increasing. This implies more
people are likely to join a fitness centre to stay fit
Rising rate of obesity
Ageing population – Majority of the population is ageing which may mean lower demand
on their part and among the young people many are not able to afford the membership
fee (Fast, 2011).
1.5.4 Technological
advancement
issues affecting
the fitness
industry/
alternative
personal fitness
convenience
Advancement in equipment used in gym allows consumers to stream music, browse
internet, monitor heart rate, watch TV and many other facilities.
1.6 Identify what are major operational change requirements on the following;
1.6.1 Performance
gaps
Ineffective relations between management and trainers
Challenges of over-scheduling
Inability to function on a high-volume business framework
Cost of attracting bigger corporate client
Employee skills are not source of competitive advantage
High cost of customized personal service
1.6.2 Business
opportunities
Participating in a growing market
The great rise in client base which follows with the acceptance of Bounce Fitness’s
programs by a single organization
The potential to capitalize on future quantitative assessment which promotes the belief
that long-run wellness programs have a considerable, positive effect on the bottom line of
a company (Mercer, 2015).
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BSBINN601 Lead and Manage Organisational Change
1.6.3 Business threats It is not immune to financial crisis
Potential rivalry from bigger, well-established companies
A change in lifestyle wherein people start taking greater responsibility for their health
maintenance.
Lower per capita income will lead to reduction in demand (Deloitte. 2012)
1.6.4 Management
decisions
Management decisions would be regarding improvement of services to clients, reduction in
unnecessary costs and improved relations between management and trainers.
1.6.5 Bounce Fitness’
need for change
Bounce Fitness needs to incorporate the use of technology to enhance its customer service as well
as record keeping. It’s current record-keeping and operation system is tedious and slow. Trainers
have to leave their sessions to attend potential clients and record their data. This causes
unwarranted delays for existing clients who have to wait for their trainers to return. Resultantly, work
scheduling and customer satisfaction gets affected. Also, trainers and the management relationship
ought to improve.
2.0 Discuss in consultation with Bounce Fitness’ stakeholders to review and prioritize change requirements to support its
business objectives.
Bounce Fitness Management Meeting
2.1 Meeting activity Review and prioritize change requirements
Date 10th October 2017
Venue Board Room
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
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