Section 1: Identify organisational change requirements and opportunities
- Provide a brief overview of the business or organisation you are basing your portfolio on.
- What is the name of the business or organisation?
- What is the main focus of the business?
- Explain your organisation’s strategic goals (list at least two organisational objectives).
- What role will you assume as you lead and manage organisational change?
- What is your role and related responsibilities?
- How does your role and responsibilities relate to the execution of your organisation’s strategic goals?
- Identify the organisational requirements you must follow as you manage change.
- Which organisational documents (e.g. policies and procedures) provide input on how you approach organisational change? e.g. Risk management, Record keeping, Strategic Plan etc.?
- Are there any processes you need to follow (include reporting protocols to managers)?
- Attach relevant documentation to this section of your portfolio.
- Analyse the external environment of your organisation.
- What is the political situation like (e.g. unrest, government support of small business, government policies)?
- What is the current and predicted economic situation (e.g. state of local and other applicable economies, interest rates, exchange rates, employment rates etc.)?
- Are there any social considerations (e.g. changing values, beliefs, attitudes and habits)?
- How are technological advances affecting the business (e.g. internet, RPA, risk control)?
- What are your competitors doing/achieving?
- What does the market want?
- Analyse the current internal environment of your organisation.
- What are the barriers and threats to change in your organisation?
- What are your organisation’s strengths that will contribute to it achieving its objectives?
- What are the weaknesses in your organisation that may require change?
- What new and innovative opportunities currently exist in your organisation?
- Plan to meet with at least two stakeholders.
- Who will you meet with?
- How will you interact with the stakeholders to build and maintain effective working relationships?
- How will you use inclusive and collaborative techniques to negotiate change/opportunity priorities?
- How will you use lateral thinking and exploration to develop new and innovative ideas (e.g. brainstorm)?
- Complete the table to summarise the outcomes of your meeting.
- Seek expert/specialist advice about the identified changes/opportunities and the related change management process.
- Who will you consult with?
- What communication tool will you use to seek their advice?
Section 2: Develop and manage an organisational change management plan
- Assess the risks associated with the changes identified in Section 1 of your Project Portfolio. Include at least one barrier in your organisation to change.
- Complete the table to assign resources to the required changes/opportunities.
- Use an appropriate method to conduct a cost-benefit analysis for the change/opportunity that was assigned the highest priority.
- Use the work you’ve done in this section so far to develop a written change management project plan. In your plan, include:
- a description of the required changes/opportunities (including their priority and cost/benefit analysis of the highest priority change/opportunity)
- resource requirements
- risk management
- recommendations for timelines.
Note: Attach proof of your written change management project plan to this section of your portfolio. As you write your change management project plan, use clear and precise language to suit the audience and purpose.
- Obtain approval of your change management project plan from any relevant managers.
- Who will you seek approval from?
- How will you obtain approval (e.g. email to CEO with plan attached, verbally at an executive team meeting etc.)?
Note: Attach proof of how you sought approval to this section of your portfolio.
- Consult with relevant personnel to seek their input for a communication or education plan to communicate the required changes and opportunities (e.g. you may wish to seek input about personnel’s learning preferences and intrinsic/extrinsic motivation factors or you may wish to seek the executive management’s preference for how change is communicated).
Note: You may use any communication tool (other than verbal communication) to receive input from personnel (e.g. email, online survey etc). Attach proof of how you consulted with personnel to this section of your portfolio.
- Develop a communication or education plan that:
- communicates/educates relevant stakeholders about the changes
- promotes the benefits of organisational change.
Note: you may enter relevant information into the template below, or use any other appropriate format. If you use another format (e.g. MS Word document), attach proof to this section of your portfolio.
- Manage the delivery of your communication or education plan by:
- arranging for the delivery of one planned activity (e.g. booking a meeting room for a live demonstration)
- managing the delivery of the planned activity (e.g. sending a meeting request to relevant personnel, seeking confirmation that the activity has been completed etc.)
Note: Attach proof of how you arranged and managed the activities required to deliver your communication plan to this section of your portfolio.
Section 3: Evaluate your change management strategy
- Assess your communication/education plan.
- Has the plan been implemented as specified?
- Have the objectives of the plan been achieved?
- How have personnel responded to the changes?
- What has been successful?
- What requires improvement?
- Respond to barriers to the changes/opportunities.
- What barriers have been experienced in the organisation as a result of the implemented changes (identify at least one)?
- How should you respond to the barriers?
Note: Consider your organisation’s objectives and the risk management plan you developed in Section 2 of your Project Portfolio
- Attach proof of your response to the barriers to this section of your portfolio (e.g. A photo of team lunch to thank staff and acknowledge the challenges and anxiety the change created for them, email to suggest mentoring relationship etc.).
- Modify your communication/education plan meet the objectives of the plan.
Note: Make sure you highlight the changes to your original plan (e.g. by using bold font). You may enter relevant information into the template below, or use any other appropriate format. If you use another format (e.g. MS Word document), attach proof to this section of your portfolio.
- Review and evaluate your change management project plan.
- Has the change management project plan supported the organisation in meeting its objectives?
- Are any changes required to your project plan?
- Modify your change management project plan (if necessary).
Note: Attach proof of your modified change management project plan to this section of your portfolio. Make sure you highlight the changes to your original plan (e.g. by using bold font).