Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

SIRXCHA002 Mapping and Delivery Guide
Lead the change process

Version 1.0
Issue Date: March 2024


Qualification -
Unit of Competency SIRXCHA002 - Lead the change process
Description
Employability Skills
Learning Outcomes and Application This unit describes the performance outcomes, skills and knowledge required to identify, plan for and evaluate organisational change. This unit applies to senior personnel working in a diverse range of sectors and business contexts. They operate independently and are responsible for making a range of operational business decisions and leading change processes. No occupational licensing, certification or specific legislative requirements apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.

Skills must be demonstrated in:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

relevant documentation:

organisational policies and procedures relevant to change management

internal and external data on change drivers

stakeholders with whom the individual can interact; these can be:

individuals in an industry workplace, or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.

Prerequisites/co-requisites
Competency Field Change Management
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities
Slides
PPT
Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Plan for change.
  • Identify need for, or likelihood of change by reviewing internal and external drivers of change.
  • Assess options to drive change in line with delegated authority and organisational policies and procedures.
  • Identify and analyse potential risks and barriers to change.
  • Consult with relevant stakeholders and review feedback on change requirements.
  • Develop a change plan that outlines key metrics for evaluation and ensures risks are mitigated and processes and timelines are achievable.
       
Element: Implement and embed the change.
  • Communicate purpose and benefits of change to relevant team members and prepare them for change.
  • Communicate roles, responsibilities and requirements to team members and stakeholders to facilitate implementation.
  • Provide and promote opportunities for team member and stakeholder input and seek feedback to refine processes.
  • Support team members as required to ensure successful implementation of change.
  • Monitor and maintain adequate resources required for change implementation.
  • Monitor the change to ensure new practices are adopted on a consistent basis.
       
Element: Evaluate outcomes of change.
  • Evaluate outcomes of the change against key metrics.
  • Critically evaluate management of change process identifying areas for future improvements.
  • Seek input from stakeholders and team members on the management of the change process.
  • Document outcomes of change and lessons learnt.
       


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Plan for change.

1.1.Identify need for, or likelihood of change by reviewing internal and external drivers of change.

1.2.Assess options to drive change in line with delegated authority and organisational policies and procedures.

1.3.Identify and analyse potential risks and barriers to change.

1.4.Consult with relevant stakeholders and review feedback on change requirements.

1.5.Develop a change plan that outlines key metrics for evaluation and ensures risks are mitigated and processes and timelines are achievable.

2. Implement and embed the change.

2.1.Communicate purpose and benefits of change to relevant team members and prepare them for change.

2.2.Communicate roles, responsibilities and requirements to team members and stakeholders to facilitate implementation.

2.3.Provide and promote opportunities for team member and stakeholder input and seek feedback to refine processes.

2.4.Support team members as required to ensure successful implementation of change.

2.5.Monitor and maintain adequate resources required for change implementation.

2.6.Monitor the change to ensure new practices are adopted on a consistent basis.

3. Evaluate outcomes of change.

3.1.Evaluate outcomes of the change against key metrics.

3.2.Critically evaluate management of change process identifying areas for future improvements.

3.3.Seek input from stakeholders and team members on the management of the change process.

3.4.Document outcomes of change and lessons learnt.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

analyse an organisational operating environment to identify a change that impacts one of the following areas:

customer service

financials

operational process

people

develop and document a change plan for the above identified change that details:

internal and external change drivers

key metrics

action plan

resource allocation

timeframes

roles and responsibilities

barriers and risk to change

risk and barrier management

stakeholder communication

strategies to embed the change

monitor the implementation of the above plan demonstrating evidence of:

communication and consultation with stakeholders throughout the change process

evaluation of change against key metrics.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

concepts and models of:

change and change management

change leadership and management

organisational culture and change

change management process and principles:

stakeholder communication during change

characteristics of change plans:

key metrics

action plans

resource allocation

barriers and risks associated with change

management of barriers and risks in chance

monitoring and evaluating change metrics

strategies for successful implementation

internal and external change drivers:

organisational operations

organisational objectives

organisational procedures

trends in the external environment

trends in consumer behaviour

political, economic, social, technological, environmental and legal factors.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Plan for change.

1.1.Identify need for, or likelihood of change by reviewing internal and external drivers of change.

1.2.Assess options to drive change in line with delegated authority and organisational policies and procedures.

1.3.Identify and analyse potential risks and barriers to change.

1.4.Consult with relevant stakeholders and review feedback on change requirements.

1.5.Develop a change plan that outlines key metrics for evaluation and ensures risks are mitigated and processes and timelines are achievable.

2. Implement and embed the change.

2.1.Communicate purpose and benefits of change to relevant team members and prepare them for change.

2.2.Communicate roles, responsibilities and requirements to team members and stakeholders to facilitate implementation.

2.3.Provide and promote opportunities for team member and stakeholder input and seek feedback to refine processes.

2.4.Support team members as required to ensure successful implementation of change.

2.5.Monitor and maintain adequate resources required for change implementation.

2.6.Monitor the change to ensure new practices are adopted on a consistent basis.

3. Evaluate outcomes of change.

3.1.Evaluate outcomes of the change against key metrics.

3.2.Critically evaluate management of change process identifying areas for future improvements.

3.3.Seek input from stakeholders and team members on the management of the change process.

3.4.Document outcomes of change and lessons learnt.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Identify need for, or likelihood of change by reviewing internal and external drivers of change. 
Assess options to drive change in line with delegated authority and organisational policies and procedures. 
Identify and analyse potential risks and barriers to change. 
Consult with relevant stakeholders and review feedback on change requirements. 
Develop a change plan that outlines key metrics for evaluation and ensures risks are mitigated and processes and timelines are achievable. 
Communicate purpose and benefits of change to relevant team members and prepare them for change. 
Communicate roles, responsibilities and requirements to team members and stakeholders to facilitate implementation. 
Provide and promote opportunities for team member and stakeholder input and seek feedback to refine processes. 
Support team members as required to ensure successful implementation of change. 
Monitor and maintain adequate resources required for change implementation. 
Monitor the change to ensure new practices are adopted on a consistent basis. 
Evaluate outcomes of the change against key metrics. 
Critically evaluate management of change process identifying areas for future improvements. 
Seek input from stakeholders and team members on the management of the change process. 
Document outcomes of change and lessons learnt. 

Forms

Assessment Cover Sheet

SIRXCHA002 - Lead the change process
Assessment task 1: [title]

Student name:

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I declare that the assessment tasks submitted for this unit are my own work.

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Result: Competent Not yet competent

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Assessor name:

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Assessment Record Sheet

SIRXCHA002 - Lead the change process

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

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Signature:

Date:

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