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Change Management Plan CKE - components of a change management project plan. LPE - provide leadership for a program of work. CPE - develop and

Change Management Plan CKE - components of a change management project plan. LPE - provide leadership for a program of work. CPE - develop and implement a change management plan to lead and manage organisational change

1. Current Situation Provide an overview of business in the case study. This could include sales figures, the different businesses operating under the umbrella organisation, locations, number of staff, what has happened in the last 12 months, etc.

L1.1 Identify program vision, and organisation mission and values

2. Future State a. Explain what the future vision is for the organisation eg. new products, services, locations, does it stock certain products and services, etc. b. Include an outline of the 3 projects that will need to be undertaken as part of your program to deliver on this future vision

CPE - 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 L1.1 Identify program vision, and organisation mission and values LKE - types and formats for program vision.

3. Organisation Changes to meet business goals What changes need to be made in the organisation in order to meet the future business goals and vision for 3 projects. Does the organisation need to expand to new locations, reduce locations, recruit new people and skills, reduce staffing levels, implement new technology, etc.?

C1.1 Identify major operational change requirements according to organisational objectives, performance gaps, business opportunities or threats, and management decisions

4. Stakeholder Consultation

a. Provide the names and positions of five of the stakeholders, specialists and experts have consulted with throughout the development of the change management plan.

b. Explain how you obtained their ideas, input and agreement eg. had face to face meeting with production manager to discuss new strategies for productivity improvement.

C1.3 Consult stakeholders, specialists and experts to confirm the change management opportunities and process L1.3 Assist relevant stakeholders to develop and sustain the documented program vision L1.4 Consult with stakeholders and confirm program vision is in line with organisation mission and values

5. Stakeholder Objectives and Expectations Based on the five stakeholders identified above, explain what each of their objectives and expectations are. Every stakeholder will have their own objectives and expectations based on their role and their responsibilities. Your answer should be different for each stakeholder. L1.2 Identify stakeholder objectives and expectations

Stakeholder (name and position) Objectives for the program Expectations for the program

6. Impact Analysis Explain what impact the implementation of the proposed changes will have on the organisation. Your answer needs to include: a. Explanation of two risks b. Explanation of two opportunities C1.2 Assess risks and opportunities presented by operational change requirements

7. Cost-Benefit Analysis Based on the current state and future state, what would be the costs and benefits for moving toward the future state eg. reduction in jobs, outsourcing costs/savings, product sales projections, etc.?

CKE - methods for conducting cost-benefit analysis for high priority change requirements and opportunities LKE - program benefits

Outcomes Cost:Benefit Stopping PDA production

Cost: to delete product line from stores and website

Reduce: expenditure on producing and marketing low selling product

8. Timeline Provide an overview of 10 key tasks and dates eg. restructure, new product development, communication activities to staff, training, product launch, opening or new location, etc. CPE - develop a change management project plan for the priority changes incorporating resource requirements, risk management and timelines

Program and Project Tasks Start Date End Date

9. Resources Provide a list of key positions (at least five) within the program team, the number required for those positions and who they would report to in the program. C2.1 Assign resources to the project and confirm reporting protocols with relevant stakeholders CPE - develop a change management project plan for the priority changes incorporating resource requirements, risk management and timelines

Position No. Required Which Project Team Who they Report to

10.Barriers to change Explain two barriers to change that could impact the implementation of the change management program and what you can do to avoid them from occurring. CPE - obtain approvals and agree reporting protocols with relevant managers and implement the plan including addressing barriers to change

11.Risk Management Identify four potential barriers to change, two internal and two external, to the organisation and then develop mitigation strategies for each. CPE - develop a change management project plan for the priority changes incorporating resource requirements, risk management and timelines CPE - 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 CKE - events or trends that may impact on the achievement of organisational objectives CKE - methods for conducting risk analysis, including barriers to change and relevant mitigation strategies C3.2 Identify and respond to barriers to the change according to risk management plans and organisational objectives L2.5 Develop risk management plan and strategies LKE - risk management plan and strategies

Risk Name Risk Description and analysis Internal/ External Risk Rating (High, Med, Low) Risk Mitigation Options Implementation timeline
New product line delayed Product and delivery of new product line is delayed due to limited supply of parts and shipping delays External High Negotiate several with suppliers for the delivery of parts and negotiate shipping contract for guaranteed delivery timeline Immediately commence negotiation process with view to finalise contracts within 3 months

12.Communication Plan Strategy Create a communication plan strategy by completing the table below with five key communication events that are needed to support your projects in your program implementation. C2.2 Develop communication or education plan, in consultation with relevant personnel C2.3 Arrange and manage activities for delivery of communication or education plans CPE - develop strategies to communicate or educate the changes and embed them CKE - content of communication and education plans, including promotion of benefits of organisational change CKE - change management processes or cycles and strategies for communicating and embedding change

Event/Strategy Reason for Communication Audience Method of Communication Who to Deliver Message Date to deliver Communication
Announcement of Change Notified senior management of change and the plan forward and what their role is Senior Management Video conference CEO 10 January 2023

13. Training Delivery Create a training delivery plan by completing the table below with five key training activities that are needed to support staff in the implementation of your projects in your program. C2.2 Develop communication or education plan, in consultation with relevant personnel C2.3 Arrange and manage activities for delivery of communication or education plans L3.3 Communicate with relevant stakeholders, and identify and define learning needs and opportunities CPE - develop strategies to communicate or educate the changes and embed them CKE - content of communication and education plans, including promotion of benefits of organisational change CKE - change management processes or cycles and strategies for communicating and embedding change LKE - learning and development methods and strategy

Training course Training description Staff areas requiring training No. of staff to attend Who will deliver training Delivery timeline
IT system upgrade training To support staff in using the upgraded logistics system, a half-day interactive course will be delivered showing staff how to use the new features Logistics staff 25 Logistics team leader 10 January 2023

14. Implementation Support Explain what you will do to support staff through this change process eg. what and how often will you communicate, what training will be provided, how will you reinforce the change, what other support will you provide, will there be any incentives? CKE - content of communication and education plans, including promotion of benefits of organisational change CKE - change management processes or cycles and strategies for communicating and embedding change

15.Reporting Explain the following: a. How will you report on the progress of the change management program and how often? b. How did you go about obtaining approval from relevant managers to proceed with the program? C2.1 Assign resources to the project and confirm reporting protocols with relevant stakeholders CPE - obtain approvals and agree reporting protocols with relevant managers and implement the plan including addressing barriers to change SPONSOR ACCEPTANCE Approved by the Project Sponsor: Date:

PART B Question 1: How did you obtain agreement to your change management plan? Explain the processes you went through to consult with relevant personnel and stakeholders to develop and obtain agreement. Include names and positions of who you consulted and obtained agreement from.

C2.2 Develop communication or education plan, in consultation with relevant personnel CPE - 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

Question 2: Your program will have many opportunities to make changes in the organisation. You need to prioritise these changes so your are focusing on the most important ones for the organisation. Explain how you worked with stakeholders to prioritise these changes.

CPE - prioritise opportunities for changes with input from relevant stakeholders

Question 3: Provide one example of how an external factor could impact on your change management strategy and what the impact could be. CKE - organisational behaviour and how the external environment can impact on change strategies

Question 4: Explain how organisational behaviour could impact on your change management strategy and what the impact could be. Eg. staff resistance to change, etc. CKE - organisational behaviour and how the external environment can impact on change strategies

Question 5: Identify a situation between 2 of your stakeholders where they disagree on what is being delivered in one of your projects. You need to explain what each stakeholders view is and how you managed their differences and expectations for this situation. L2.1 Identify and manage differences in views and expectations LKE - communication and negotiating styles and approaches

source: Bega Case Study_Edited Annual Report 2023

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