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Evidence Guide: SIRXCHA002 - Lead the change process

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

SIRXCHA002 - Lead the change process

What evidence can you provide to prove your understanding of each of the following citeria?

Plan for change.

  1. Identify need for, or likelihood of change by reviewing internal and external drivers of change.
  2. Assess options to drive change in line with delegated authority and organisational policies and procedures.
  3. Identify and analyse potential risks and barriers to change.
  4. Consult with relevant stakeholders and review feedback on change requirements.
  5. Develop a change plan that outlines key metrics for evaluation and ensures risks are mitigated and processes and timelines are achievable.
Identify need for, or likelihood of change by reviewing internal and external drivers of change.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and analyse potential risks and barriers to change.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Consult with relevant stakeholders and review feedback on change requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement and embed the change.

  1. Communicate purpose and benefits of change to relevant team members and prepare them for change.
  2. Communicate roles, responsibilities and requirements to team members and stakeholders to facilitate implementation.
  3. Provide and promote opportunities for team member and stakeholder input and seek feedback to refine processes.
  4. Support team members as required to ensure successful implementation of change.
  5. Monitor and maintain adequate resources required for change implementation.
  6. Monitor the change to ensure new practices are adopted on a consistent basis.
Communicate purpose and benefits of change to relevant team members and prepare them for change.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor and maintain adequate resources required for change implementation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate outcomes of change.

  1. Evaluate outcomes of the change against key metrics.
  2. Critically evaluate management of change process identifying areas for future improvements.
  3. Seek input from stakeholders and team members on the management of the change process.
  4. Document outcomes of change and lessons learnt.
Evaluate outcomes of the change against key metrics.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document outcomes of change and lessons learnt.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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.

Required Skills and Knowledge

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.