Reference no: EM133926216

Lead strategic transformation

Assessment Task 1
Purpose

The pre-assessment checklist helps students determine if they are ready for assessment. The Trainer/Assessor must review the checklist with the student before the student attempts the assessment task. If any items of the checklist are incomplete or not clear to the student, the Trainer/Assessor must provide relevant information to the student to ensure they understand the requirements of the assessment task. The student must ensure they are ready for the assessment task before undertaking it.

Assessment task instructions

Case Study

Organisational transformation implies aking organisational procedures and processes more flexible, agile, and efficient. Shifting perspectives and challenging preconceptions are necessary for improved organisational performance.

Organisational transformation presents significant challenges. The change management processes must be aligned with organisational structure, human resource capabilities and leadership styles.

You are working as ‘ Chief Marketing Officer (CMO) in an organisation called‘ Talent-hub Australia'. This organisation provides training to assist in skills development across several vocational areas. At current stage of business development, there is need to make strategic business transformations.

Make a detailed report on the following questions/statements related to leading transformational practices, cultivating collaborative practices, completing ongoing professional development and providing strategic leadership in a dynamic context.

Your report must be 2500-3000 words.

Topics for research:
1. You need to plan for transformational organisational changes. Research and analyse the concept of the strategic transformation process. Identify and expound on the different components of a change management strategy for strategic transformation in business.

2. Stakeholder consultation is crucial to planning strategic changes. Identify internal and external stakeholders who need to be consulted for change management. Evaluate the importance of seeking assistance from stakeholders and specialists when identifying major change requirements and opportunities.

3. "The organisational mission, vision and value statements drive transformational change." Analyse the statement in the context of strategic change management. Get expert-level assistance in any subject with our assignment help services.

4. There are different phases that employees commonly move through when facing change. What are the four major stages of change, and explain how you would manage those stages?

5. Identify elements of a communication plan for change management. How would you plan effective communication during transformational change management? (100-150 words)

6. Critically analyse the role of learning and development processes in change implementation. As a change manager, how can you identify the learning needs of the staff? Research and explain the industry- based learning and development opportunities that can be made available for team members.

7. Risk management is crucial for strategic processes. What types of risks may appear while implementing changes for business transformation? How will you conduct a risk analysis for change management? Analyse the various strategies that can be applied to mitigate risk.

8. ‘The leadership style is important in organisational change management'. Justify the statement. Explain the following leadership styles:
• Authoritarian leadership
• Transformational Leadership
• Laissez-faire leadership
9. As a change manager, how would you develop a change management strategy for business transformation? Analyse the process of developing a change management strategy.
10. Why is it important for leaders to make personal development plans (PDPs)? Identify and explain the following personal development methodologies to be used by a change leader:
• Seeking feedback
• Reflective practice

Unit Project 2

Assessment task description:
• This is the second (2) unit assessment task that student has to successfully complete to be deemed competent in this unit of competency.
• The student is required to complete eight (8) activities.
o Activity 1: Prepare to undertake strategic change
o Activity 2: Consultation meeting with stakeholders for the strategic change process
o Activity 3: Communication plan
o Activity 4: Learning plan
o Activity 5: Sharing updates-email
o Activity 6: Self-reflection report
o Activity 7: Leadership review-meeting
o Activity 8: Apply feedback to leadership style

Scenario:
Career Training is a private registered training organisation (RTO) based in Geraldton, Western Australia. Career Training is recognised as an industry training leader delivering nationally recognised and specialised courses.

Registered training organisations (RTOs) are the training providers registered by ASQA (or, in some cases, a state regulator) to deliver nationally recognised vocational education and training (VET) services. Career Training provides qualifications in various subject areas, including business, community services, information technology and hospitality. There are currently 400 students enrolled across a wide range of courses. There are 35 staff members, including training staff and administration.

The levels of qualifications provided are as follows:
• Certificates I, II, III and IV
• Diploma
• Advanced Diploma

Career Training follows the important standards of the industry and focusses on supporting informed decisions, engagement and participation. The RTO applies a systematic approach to ensure quality across all training and assessment services, including staff and systems. It seeks feedback from students and internal staff every month and conducts internal audits of the company's policies and procedures to ensure compliance against the standards for registered training organisations.

Mission
Career Training aims to provide the highest quality and research-based vocational business education and facilitate a conducive environment to develop students' global mindsets.

Vision
To become Australia's leading academy of business and develop well-equipped world's leaders
Values
• Providing a respectful and safe environment for all staff and students.
• Integrity, transparency and accountability in work styles.
• Fostering an inclusive learning environment for all students
• Continuous improvement based on regular feedback from students and the community
• Integrating principles of equity and non - discrimination.
Context of the Assessment
You are Chris, the Chief Marketing Officer (CMO) for "Career Training".
Management aims at exploring new marketing opportunities to enhance business growth. Career Training
embraced a review of their current marketing strategies and found various things, including:
• The market situation had changed, and the competition had evolved.
• The target market characteristics had segmented further with globalisation.
• The digital space and media preferences of their market had evolved.
• The organisational requirements had become more complicated due to introducing new courses.
Therefore, Career training plans to explore new market opportunities and develop an effective marketing strategy to promote the courses.

Strategic objectives for marketing initiatives
1. To ensure the consistent and positive brand message for the RTO
2. To increase the enrolments by 10% annually
3. To promote the new courses through a digital marketing campaign.
4. To grow brand awareness and market share by 10% by the end of the financial year.
The management wants to focus on marketing opportunities for promoting new branches and digital marketing.
You are required to conduct an environmental analysis, collect the required data, consult the experts and draft an action plan.

To help you get started, the CEO has provided you with:
• An excerpt of the Career Training marketing plan
• An excerpt of the organisational strategic plan
• Organisational future goals
Excerpts from the marketing plan and the Strategic plans
The marketing strategy of Career Training is focussed on market penetration and product development. Career
training also aims to organise promotional events for students, education agents, and other digital marketing to
get more leads and make a brand.
Marketing prospects
• Market segmentation
• New market development
• Promotional events
• Upgrading of skills of human resources
• Product development
• Product diversification
Organisational mission
"To continue to provide a quality and innovative education and to expand Australia wide."

Organisational future goals
In the next five years, Career Training aims to become a national brand with the largest market share.
The following three generic competitive strategies were discussed in the general meeting:
• Cost leadership strategy where the organisation can compete with others with the lowest cost.
• Differentiation strategy where the organisation offers unique and valued programs.
• Focus strategy where the organisation implements a cost or differentiation advantage strategy in an industry segment. The selection of one or a combination of strategies depends on the organisation's strengths and the competition's weaknesses.

The strategy is not focused on short-term results but results and outcomes for cost-reduction.

Budget
The management has allocated 5% to 7% of the development budget for marketing opportunities. The development budget is $1200000.
Organisational human resource capacity
At present five people are working in the marketing department. There are two marketing assistants, two copywriters and a head of the marketing team. Marketing assistants are working for 60 hours a week altogether.
However, as per capacity assessment and demand estimate, 120 hours are required in the administration area.
Moreover, the organisation does not have any graphic designers to meet the strategic demands.
As Chief Marketing Officer (CMO), you will perform the following tasks related to organisational strategical
planning for marketing operations:
1. Prepare to undertake strategic change
2. Lead strategic change
3. Review strategic outcomes

The chief marketing officer is expected to conduct industry research and lead the change management processes as required for strategic transformation by performing all the activities as required for managing changes throughout the transformation. It may relate to planning, competence building, risk management and performance evaluation.

The student is advised to read the scenario carefully and do research on similar types of business activities on the internet to complete the following activities.

Activity 1: Prepare to undertake strategic change

In this activity you will act as the Chief Marketing Officer, and you are required to identify your own personal responsibilities in the strategic transformation process.

(Refer to the case scenario and research the leaders' role in strategic transformation processes).

Once you identify your role and responsibilities you are required to develop a draft strategic change strategy to undertake strategic change in your organisation as per the case scenario.

You are required to complete the provided templates and use this draft strategy in activity 2 for consultation and feedback from the stakeholders about the need of the changes in the organisation.

You are required to perform the following task:
• Identify the personal responsibilities in the strategic transformation process and complete the template 1 provided.
• Create a draft strategic change strategy and complete the provided template

To create the draft strategy, perform the following activities:
Conduct SWOT analysis and identify the strength, weakness, opportunity, and threats for the business
• Identify the competitive strategy
• Identify the resources required to undertake the strategic change
• Identify the stakeholders that needs to be consulted and identify their roles and responsibilities
• Evaluate and verify capacity and competence of relevant team members that are required to contribute to change processes and plans (refer to the simulated website (organisational chart), case scenario and conduct internet research to identify the key team members required to involve in the transformation process based on their competency and skills)
• Estimate the cost and the time required to complete the task
o Identify and plan the strategies that are required to achieve the transformation process

You are required to research over the internet, refer to the case scenario and simulated website and complete the provided templates.

Activity 2: Consultation meeting with stakeholders for the strategic change process

As Chief Marketing Officer (CMO), conduct a meeting with the CEO, marketing team head, business consultant and research and development specialist to analyse the strategic change requirements and discuss the transformational change strategy developed in the activity 1. You need to seek the approval of stakeholders based on draft strategy.

You are required to collaborate with the stakeholders (Internal stakeholders: CEO, marketing team head and business consultant; External stakeholder: research and development specialist) and develop a final strategic change strategy for your organisation.

You are required to provide the stakeholders with information about the strategic change processes and the expected outcomes
Participants of the meeting:
• Chief Marketing Officer (CMO)- You will play the role and perform the activities mentioned above.
• CEO (Lynda) - One of your fellow students will play the role of David.
• Marketing team head (James)- One of your fellow students will play the role of John.
• Business consultant (Ryan)- One of your fellow students will play the role of Ryan.
• Research and development specialist (Rita) (external stakeholder)-One of your classmates will play the role of Rita

Role of participants:
Student playing the role of CEO
• She will discuss the strategic change priorities and organisational capacity.
• She will provide feedback on the responsibilities of the identified stakeholders
• She will assist in identifying the strategic actions required.
Student playing the role of the marketing team head
• He will suggest the benefits involved and strategic actions planned.
• He will confirm discuss and confirm the human resource requirements
Student playing the role of Business consultant
• He will assist in conducting and analysing the SWOT analysis and identifying risks involved which are not identified in activity 1.
• He will assist in identifying strategic actions required Student playing the role of Research and Development Specialist
• She will provide feedback on the market research and highlight any development needs of the business
Perform the following activities in the meeting:
• Discuss the strategic change priorities.
• Discuss the purpose and benefits of strategic change.
• Analyse organisational capacity with the help of SWOT analysis.
• Identify strategic initiatives required i.e, an action plan as per budget requirements.
• Identify the risks involved
• Analyse the capacity of existing staff and confirm the human resources requirements with the stakeholders
• Discuss the strategic change strategy prepared in activity 1 with the internal and external stakeholders and seek their approval
• Obtain the feedback from the stakeholders on the developed draft strategy as per activity 1.
• Obtain approval from the CEO and obtain signatures from all stakeholders involved in the meeting
• Update the Strategic change strategy as per the feedback received from the stakeholders and highlight it as yellow and complete the provided template

Activity 3: Communication plan

As a Chief Marketing Officer (CMO), you have planned to establish communication channels for the stakeholders to contact for consultation and issue resolution with respect to implementing new strategies.

Prepare the communication plan for implementing digital marketing and manage the changes. The communication plan must adhere to different stages of change management.

The student may research online and complete the task based on best industry practices.

Activity 4: Learning plan
During your discussions with the stakeholders and organisational review, you have identified that your organisation team members are hesitant for the changes whenever the changes are announced the team members start rejecting and tries to find out the flaws in the system. There is lack of cooperation from the staff members, and they keep complaining that due the new changes their workload has increased, and it is impacting their productivity and increasing their stress level. Get expert-level assistance in any subject with our assignment help services.

Moreover, the two new marketing team members appointed are not well acquainted with the latest digital marketing platforms. They are hesitant to implement the change processes and are not able to use the social media platforms effectively for marketing. If these issues are not monitored and the staff is not provided with the proper training this may hinder the transformation process and may impact negatively on the team's performance and the outcomes.

Task: In this activity you will act as the Chief Marketing Officer (CMO), and you are required to identify the risk and problems that are specified in the additional scenario. Once you have identified the problems and the risks you are required to prepare a learning and communication plan for the effective implementation of the organisational changes.

Prepare the following for implementing digital marketing and manage the changes
• Identify the problems and risks that are arising in the organisational change
• Prepare a learning and communication plan to resolve the identified problems and risks (including formal training and informal learning for the team members)

Activity 5: Sharing updates-email

In this activity you are required to send an email to the stakeholders: CEO, marketing team head and business consultant and inform them about the changes done in the change management process as per activity 4.

You are required to attach the learning and communication plan prepared in activity 4 along with your email

You are required to write an email and submit the completed template to your trainer/assessor.

Your trainer will observe your performance and complete the following performance criteria checklist.

Activity 6: Self-reflection report

It has been six months into the implementation of strategic change. You have faced the following obstacles:
• Employees' resistance
• Lack of cooperation from other staff members
• Complaints regarding an increase in workload and forcing the changes

You had planned the change management processes in the best possible manner. You have prepared a communication plan and training plan timely. But on the other hand, you have followed a strict and directive leadership style. Your vision of leadership is to be a transformational leader. But, as assessed by you, you have not achieved that mission yet.

Task
You must critically review your leadership performance, including strengths, weaknesses and behavioural patterns and prepare a detailed self-reflection report.

Include the following in your report based on critical analysis:
• Strengths
• Weaknesses
• Problems faced during the strategic change process
• Possible causes of the problems faced
• Improvements to be made to adopt a transformational leadership style
Use the template provided.

Activity 7: Leadership review-meeting

It has been six months into the implementation of the strategic changes. After doing self- reflection, you have planned to meet the team members, seek their feedback and make necessary changes to leadership style.

The team members had following concerns about leadership styles followed by you:
Marketing manager- He believes that your leadership style was more authoritative. The guidance has been provided to the team members to implement changes, but there was lack of motivation factors for team members. It was difficult to manage changes as staff took it as additional work load for them.

Team members- Shaun believed that team members were not given enough opportunities in decision making. They were not clear about the advantages of strategic changes going on. Cynthia was of the opinion that the training opportunities should be planned in consultation. Also, the online courses must be selected by staff themselves based on their needs.

Task.
In this activity, you will act as the Chief Marketing Officer, and you are required to collect feedback from the team members and prepare a personal development plan to apply the feedback to your leadership style.

Participants of the meeting:
• Chief Marketing Officer- You will play the role and perform the activities mentioned above.
• Marketing team head -One of your fellow students will play the role of John.
• Team member (Shaun)- One of your fellow students will play the role of Shaun.
• Team member (Cynthia)- One of your fellow students will play the role of Cynthia.
Role of participants:
Student playing the role of Marketing team head
• He will provide the feedback about leadership concerns as discussed in additional scenario.
Student playing the role of Shaun
• He will provide the feedback about leadership concerns as discussed in additional scenario.
Student playing the role of Cynthia
• He will provide the feedback about leadership concerns as discussed in additional scenario.

Your role:
Conduct a team meeting and perform the following activities:
• Obtain the feedback of team members about your leadership style.
• Discuss your views about the problems faced during strategic change management. (Based on activity 6)
• Make provisions for and facilitate the following to implement transformational leadership style:
o Staff's participation in decision making
o Motivation and empowerment of team members
o Consolidate whole information gathered and prepare a personal development
plan
(Students can refer to the information provided in the scenario and research online to play their roles)

Activity 8: Apply feedback to leadership style

You have collected the feedback in activity 6 and analysed that most of the team members has complained that the leadership style practice by you is authoritative. Moreover, the team members at low level were not involved in the decision-making process for their learning process. You had selected training gaols for everyone based on your own analysis and without any consultation with the individuals.

Their personal goals were not identified earlier and there was focus on improving work performance only. During the feedback sessions, it was also observed that staff were not acquainted with latest software/tools.

Task: In this activity you will act as the Chief Marketing Officer, and you are required to change your leadership style and involve the team members in the decision making and learning process. You are required to provide support and guidance to the team members whenever they require.

For this purpose, you are required to conduct a personal development session with one of the team members and develop a personalised development plan based on their individual need and requirements.

Participants of the session:
• Chief Marketing Officer- You will play the role of the CMO
• Team member: One of your classmates will act as the team member
Role of participants:
Team member
One of the classmates will act as the team member who will participate in the discussion and provide you with the information related to their requirements of skills and knowledge they want to develop.
Chief marketing officer:
You will play the role of the chief marketing officer and you are required to assist the team member in the development of their personal development plan.
You are required to perform the following task:
• Implemented feedback received in the previous activity and in the additional scenario to leadership style
• Conducted personal development session
• Analyse the skills and knowledge required to be developed by the team member
• Provide support to the team member where required in identifying their needs and requirements.
• Demonstrate effective leadership skills