Bsbinn601 Assessment Tool Task 1 and 2 - v2019 t2 1.2

Module 3
Term and Year: Term 2 2019
Qualification : BSB60215 Advanced Diploma of Business
Unit Code: BSBINN601
Unit Title: Lead and Manage Organisational Change
Task 1 Case study observation/ demonstration

Assessment :
Task 2 Case study observation/ demonstration
Student Name:
Student ID No:
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:
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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BSB60215 Advanced Diploma of Business/ BSBINN601/ 2019/ T1/ Assessment Tool/ Task 1 & 2 Page 1 of 18
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.
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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
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
Svetlana Arutyunyan/ Andrey Loburets

Assessor’s name
Work activity Review and justify required changes with manager
Date
Bounce Fitness’ Quality Provide a brief review how this objective would enable the organization to identify
Assurance objectives performance gaps and strategic change requirements
a. To maintain an effective
Quality Assurance
System
(People &Technology)
b. To achieve and maintain

a level of quality which
enhances the Bounce
Fitness’ reputation with
customers
(People & Process)
c. To ensure compliance
with relevant statutory
and safety requirements
(People & Structure)
d. To endeavour, at all
times, to maximize
customer satisfaction
with the services
provided by Bounce
Fitness (People)
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Prepared by
Student’s Name
Student’s Signature Date:
Management Approval Approved Disapproved
Management’s (Trainer) Name Svetlana Arutyunyan/ Andrey Loburets
Management’s (Trainer)
Date:
Initials
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
b. The number of fitness

instructors in the
respective Australian
states
c. The qualifications of
the fitness instructors
d. The fitness instructors’

level of experience in
the industry
e. The nature of
employment of fitness
instructors
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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 Svetlana Arutyunyan/ 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;
Relate what are the changes How does it impact the organization?
Organizational elements identified in the case text that
needs to be addressed Costs (limitations) Benefits
People
Processes
Technology
Structure
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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
Risk rating
Potential change How this change resistance risk does affects the By
(1=unlikely to Actions to address resistance
resistance risks organization? whom?
5=very high)
Belief that change is

unnecessary or that it will
not improve the situation
Feels uncomfortable if
routine is changed
Inconvenience or loss of
freedom
Organizational culture
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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
Approved Disapproved
(please )
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
Assessor’s name Svetlana Arutyunyan/ Andrey Loburets
Work activity Conducting a change management meeting
Date
Bounce Fitness Management Meeting
Meeting activity Review and prioritize change requirements
Venue Boardroom
CEO Margaret House
Marketing Kath Jones
General Managers Finance Steve Brinkley
Human Resources Laura Irish
Cairns Paul Thomas

Attendance
Brisbane Ellie Tolle
Centre Managers
Sydney Jacinta Scotts
Melbourne John Hyatt
Change Management Consultant

(student’s name)
Absence with apologies N/A
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Change Management Plan
Purpose of the
change
management plan
Introduction
Type of change  People  Process

plan element (tick
one)  Technology  Structure
1.
Rational for the

change
Change scope details
Current status
Change  To ensure compliance with relevant statutory and safety requirements

identification
2.
 To maximize customer satisfaction with the services provided by Bounce Fitness.
Version 1.0
Status Draft
Next review Next review meeting

Document administration
Document owner
(Student’s name)
Role Change Management Consultant
Signature
3.
(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

Key change message
Stakeholders Action (to promote the benefits of change to the Medium Date Performance measures
organization and to minimize loss)
Finance
General Managers
Marketing
Human
Resources
Cairns
Centre Managers
Brisbane
Sydney
Melbourne
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Bounce Fitness Communication & Change Plan (cont.)
Incremental Change and Development (To improve effectiveness, efficiency and continuous improvement aligned to current critical success factors and
increase performance to achieve business results) 
5. Scope of organizational
Transitional Change and Development of Organizational alignment (To enhance adaptability and alignment of the organization to changing environments,
change and
strategic directions and business goals) 
development (select
one) 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 Person

Change management activities to be used Duration Start date End date Resources needed
Assurance objectives responsible
To ensure compliance with

relevant statutory and
safety requirements
To maximize customer
satisfaction with the
services provided by
Bounce Fitness.
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7. Monitor and evaluating Bounce Fitness’ Change Management Plan
Evaluation
KPIs measure Required adjustments
(increase success rates, reduction of number of incidents (compliance reports, proficiency measures, employee engagement, Time
Bounce Fitness’ Quality Who
attributed to changes, increase in percentage of change for employee feedback, awareness and understanding of the change, (when
Assurance objectives (who would be
implementation time, increase in scores of survey of observations of behavioral change, employee readiness should this
responsible to
stakeholder satisfaction, increase in change success rates) assessment results, employee satisfaction survey) be followed
follow-up)
up)
To ensure compliance
with relevant statutory
and safety requirements
To maximize customer
satisfaction with the
services provided by
Bounce Fitness.
Prepared by
Consultant (Student) Name : Consultant (Student) Signature: Date:
Consultation with management
Feedback
Approved Pending Not approved
CEO’s (trainer) Name: Svetlana Arutyunyan/ 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
Melbourne Center
John Hyatt
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 Date

Initials
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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Module 3

Term and Year: Term 2 2019

Qualification : BSB60215 Advanced Diploma of Business

Unit Code: BSBINN601

Unit Title: Lead and Manage Organisational Change

Task 1 Case study observation/ demonstration

Assessor’s Name: Svetlana Arutyunyan/ Andrey Loburets

Student Signature: Date:

Assessment submission (new) requirements

Assessment deadlines penalty

Assessment/evidence gathering conditions

Resources required for this Assessment

Please read the following instructions carefully

 This assessment is to be completed according to the instructions given by your assessor.

 Open a new Fitness Centre in Perth within two years

Demonstration/ observation checklist

Svetlana Arutyunyan/ Andrey Loburets

Work activity Review and justify required changes with manager

b. To achieve and maintain

Student’s Signature Date:

Management Approval Approved Disapproved

Management’s (Trainer) Name Svetlana Arutyunyan/ Andrey Loburets

a. Past and project growth

b. The number of fitness

d. The fitness instructors’

Assessor’s name Svetlana Arutyunyan/ Andrey Loburets

Work activity Discussion to review and prioritise change with managers

Belief that change is

Areas of discussion (please ) Agree Pending Disagree Comments

Specialist (Trainer) Name : Svetlana Arutyunyan/ Andrey Loburets

Specialist (Trainer) Initials: Date

Demonstration/ observation checklist

Assessor’s name Svetlana Arutyunyan/ Andrey Loburets

Work activity Conducting a change management meeting

Bounce Fitness Management Meeting

Meeting activity Review and prioritize change requirements

CEO Margaret House

Marketing Kath Jones

General Managers Finance Steve Brinkley

Human Resources Laura Irish

Cairns Paul Thomas

Melbourne John Hyatt

Change Management Consultant

Absence with apologies N/A

Type of change  People  Process

Rational for the

Change  To ensure compliance with relevant statutory and safety requirements

 To maximize customer satisfaction with the services provided by Bounce Fitness.

Next review Next review meeting

Role Change Management Consultant

Bounce Fitness Communication & Change Plan

Who What How When Other

6. Change management implementation action plan and schedule details

Bounce Fitness’ Quality Person

To ensure compliance with

Consultant (Student) Name : Consultant (Student) Signature: Date:

Consultation with management

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