Elite Education, BSB60215, BSBINN601: Organisational Change Case Study

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Case Study
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This assignment, completed by Usman Shaikh for the BSBINN601 unit (Lead and Manage Organisational Change) at Elite Education, presents a case study analysis of Bounce Fitness. The assignment addresses strategic change requirements, opportunities, and the organization's policies and procedures, including quality assurance, continuous improvement, customer service, and employee assistance programs. It involves discussions with a manager (the trainer) to identify and justify necessary changes, along with their impact on business performance. The case study focuses on Fitness Australia registration, trainer qualifications, and the implementation of a change management initiative. The assessment requires demonstrating knowledge of defining campaign objectives, preparing advertising budgets, and developing schedules for advertising activities. The student also needs to demonstrate communication and technology skills. The document includes an observation checklist that evaluates the candidate's ability to review and justify required changes with the manager and assess the impact of objectives on business performance. The assignment aims to provide recommendations for a smooth transition and address potential resistance to standardization within the fitness centers.
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Module 3
Term and Year: Term 2 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: Usman shaikh
Student ID No: V20180502
Assessor’s Name: Svetlana Arutyunyan/ 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: Usman shaikh
Student Signature: Date: 14/05/19
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 Usman shaikh
Assessor’s name Svetlana Arutyunyan/ Andrey Loburets
Work activity Review and justify required changes with manager
Date 14/05/19
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 assurance of quality means a lot to the customer. When quality is ensured in the
organization, customers will take a preference to the company when compared to others. This
means that the organization is going to make profit as more and more customers come.
b. To achieve and maintain
a level of quality which
enhances the Bounce
Fitness’ reputation with
customers
(People & Process)
The reputation of the company will be high of the processes in place are favourable. It implies
that the company’s framework is systematic and each section is working well. People through
acknowledgement of this fact will tend to create an attachment to the organization.
c. To ensure compliance
with relevant statutory
and safety requirements
(People & Structure)
The structure of the organization that allows easy flow of information means effectiveness in the
discharge of duties as well as services rendered to the customers.
d. To endeavour, at all
times, to maximize
customer satisfaction
with the services
provided by Bounce
Fitness (People)
The staffs have to be very supportive as well as responsive to the needs of the customers at all
times.
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Prepared by
Student’s Name Usman shaikh
Student’s Signature Date: 14/05/19
Management Approval Approved Disapproved
Management’s (Trainer) Name Svetlana Arutyunyan/ 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 2015, the number of fitness instructors was 32 thousand and is projected to 36 thousand in
2019 (Baron, 2019)
b. The number of fitness
instructors in the
respective Australian
states
It varies from state to state. However it is approximated to be ten 5 thousand and 10 thousand.
c. The qualifications of
the fitness instructors
The basic entry qualification is certificate III and one can progress to certificate IV and later
Diploma as a way of personal development (nationalindustryinsights, 2019).
d. The fitness instructors’
level of experience in
the industry
The level of experience varies from instructor to instructor with highly experienced having over
15 years in the industry.
e. The nature of
employment of fitness
instructors
The nature of employment of fitness instructors is part time where one works certain hrs per day
and also, it is permanent.
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3. Consult specialists to assist in the identification of major change requirements and opportunities.
Demonstration/observation checklist
Candidate’s name Usman shaikh
Assessor’s name Svetlana Arutyunyan/ Andrey Loburets
Work activity Discussion to review and prioritise change with managers
Date 14/05/19
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
Training of employees get
certification as fitness instructors
and basic skills needed in the
fitness industry
$200,000
Qualified staff
Certification with relevant
bodies
Processes Processes within the organization $50,000 Effectiveness of operations
Technology Getting state of the art
equipment’s $500,0000 Quality of service to get
customer satisfaction
Structure Structuring the leadership of the
organization
No need of capital Effective leadership
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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
Resistance to training. This is going to affect the
organization’s adherence to set standards and
regulation and hence not being certified.
4 Training made a must to all as it is financed by the company HR department
Feels uncomfortable if
routine is changed
Insecurity. These are people who feels that changes will
affect their working and possibly get retrenched 4 Awareness made to give them assurance and let them know that
changes are for the common good of all and the company HR department
Inconvenience or loss of
freedom Not an effect 3 Employees given time off work and their fees paid HR department
Organizational culture Affect the organization is a positive way 5 Employees taught of the essence of culture in the organization HR department
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c. Specialist Feedback (for trainer use)
Areas of discussion (please ) Agree Pending Disagree Comments
Major changes
To fill the gaps, create
opportunities and enhance
management decisions
Performance gaps agree
Business opportunities agree
Business threats disagree
Management decisions agree
Impact on the organization’s business
sustainability in relation to:
The impact are the people,
processes, technology, and
structure
People agree
Processes agree
Technology agree
Structure agree
Risk analysis
1 Resistance to change Risk # 1 agree
Risk # 2 agree
Change management plan
Creating awareness,
knowledge, action and
reinforcement
Awareness agree
Desire pending
Knowledge agree
Action agree
Reinforcement
Specialist Approval
(please ) Approved Disapproved
Specialist (Trainer) Name : Svetlana Arutyunyan/ 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 Usman shaikh
Assessor’s name Svetlana Arutyunyan/ Andrey Loburets
Work activity Conducting a change management meeting
Date 14/05/19
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) Usman shaikh
Absence with apologies N/A
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Change Management Plan
1. Introduction
Purpose of the
change
management
plan
The development of the change plan act as a way of giving direction and reason for any other
activity that must take place for changes to occur in the organization. It facilitated the organization
and set of distinctive characteristics, the risks as well as the probable resistance that might be
encountered. Through the use of a change plan, practitioners are able to lay the pace of success
both for themselves as well as the stakeholders. Additionally, change plan gives an avenue of
making proper decisions which are important in implementing the strategies of change in an
organization. The activities and plans spelled for change management get guided by the change
management strategy. It is because of this that Bounce Fitness’s consultant proposes a change
management plan that is going to direct change implementation at Bounce Fitness.
Type of change
plan element
(tick one)
People Process
Technology Structure
Rational for the
change
In line with Doppelt (2017) assertions, organizations have to change their operation’s scope of
business and structure by structuring and expanding to other regions. In this view, Bounce Fitness’s
rationale for change gets applied by using business strategy change and business structure change.
The reason is to have its business strategy aligned with strategies for change so that they get a
bigger market. In this regard, the people (employees) have to undergo the process of change
through the provision of training so that they get new skills as well as knowledge. Additionally, job
design has to be done with the aim of aligning the companies operation with standard procedures
and regulations. It is going to see employees with no training or certification as fitness instructors
acquire the skills (Brunsson, & Olsen, 2018).
2. Change
Current status The currents status is that Bounce Fitness four centers have no registration from the relevant
regulators. The company management feels that when they get them registered, reputation and
credibility of the organization get boosted. Additionally, the goals for centers as well as those of the
team will be spelled out clearly. Every center will have a code of conduct and this means that all
employees will have to adhere to these codes of conduct. On the other hand, the organization seeks
to optimize on satisfying its customers through the provision of quality services that are in line with
set industry standards.
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s
c 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)
The change management plan document is going to be version one and a draft pending ratification
in the coming meetings where the document will get reviewed. The custodian of the draft document
is the student tasked with the role of being a management consultant for Bounce Fitness.
Role Change Management Consultant
Signature
(Student’s
signature)
Date 14/05/19
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