Assessor Resource

SIRXCHA001
Facilitate the change process

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the performance outcomes, skills and knowledge required to follow a change plan to implement a change and ensure the change is successfully accepted and embedded within the work environment.

It applies to individuals working in frontline management roles in a diverse range of industry sectors and business contexts. They operate independently with some responsibility for others and decision making, and within established organisational policies and procedures.

No occupational licensing, certification or specific legislative requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


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. Prepare for change.

1.1.Access and interpret change plans and organisational policies and procedures related to change.

1.2.Involve team members in planning for change and integrate their perspectives.

1.3.Identify potential barriers to change and determine strategies to limit impacts.

2. Implement change.

2.1.Communicate change purpose, benefits and impacts to team members.

2.2.Address team member’s questions and objections to gain their support.

2.3.Implement the change plan and use resources effectively to meet change requirements.

2.4.Act as a positive role model during the change process to maintain positive team morale and acceptance.

2.5.Manage barriers to change to meet change implementation plan deliverables.

2.6.Monitor change implementation and adjust operations as required to ensure change plan is met.

3. Embed change.

3.1.Obtain feedback on change process from team members impacted by the change process.

3.2.Recognise and reward appropriate change behaviours.

3.3.Consult with stakeholders on modifications required to enhance the change.

3.4.Ensure ongoing incorporation of change into daily operations.

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

follow organisational policies and procedures to implement and monitor a change plan for the duration of the change plan by:

engaging team members in change

managing change resourcing

managing resistance and barriers to change

implementing strategies to embed change in the workplace.

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

organisational policies and procedures relevant to change

change management principles and strategies for:

successful implementation

communicating change

engaging team members in change

removing barriers to change

managing resistance to change

creating short term wins

embedding change

key features of change plans and their implementation

for the particular industry:

role of various stakeholders in the change process

impacts of change on operations.

Skills must be demonstrated in:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

organisational policies and procedures relevant to change

team members 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.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, 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. Prepare for change.

1.1.Access and interpret change plans and organisational policies and procedures related to change.

1.2.Involve team members in planning for change and integrate their perspectives.

1.3.Identify potential barriers to change and determine strategies to limit impacts.

2. Implement change.

2.1.Communicate change purpose, benefits and impacts to team members.

2.2.Address team member’s questions and objections to gain their support.

2.3.Implement the change plan and use resources effectively to meet change requirements.

2.4.Act as a positive role model during the change process to maintain positive team morale and acceptance.

2.5.Manage barriers to change to meet change implementation plan deliverables.

2.6.Monitor change implementation and adjust operations as required to ensure change plan is met.

3. Embed change.

3.1.Obtain feedback on change process from team members impacted by the change process.

3.2.Recognise and reward appropriate change behaviours.

3.3.Consult with stakeholders on modifications required to enhance the change.

3.4.Ensure ongoing incorporation of change into daily operations.

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

follow organisational policies and procedures to implement and monitor a change plan for the duration of the change plan by:

engaging team members in change

managing change resourcing

managing resistance and barriers to change

implementing strategies to embed change in the workplace.

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

organisational policies and procedures relevant to change

change management principles and strategies for:

successful implementation

communicating change

engaging team members in change

removing barriers to change

managing resistance to change

creating short term wins

embedding change

key features of change plans and their implementation

for the particular industry:

role of various stakeholders in the change process

impacts of change on operations.

Skills must be demonstrated in:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

organisational policies and procedures relevant to change

team members 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.
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
Access and interpret change plans and organisational policies and procedures related to change. 
Involve team members in planning for change and integrate their perspectives. 
Identify potential barriers to change and determine strategies to limit impacts. 
Communicate change purpose, benefits and impacts to team members. 
Address team member’s questions and objections to gain their support. 
Implement the change plan and use resources effectively to meet change requirements. 
Act as a positive role model during the change process to maintain positive team morale and acceptance. 
Manage barriers to change to meet change implementation plan deliverables. 
Monitor change implementation and adjust operations as required to ensure change plan is met. 
Obtain feedback on change process from team members impacted by the change process. 
Recognise and reward appropriate change behaviours. 
Consult with stakeholders on modifications required to enhance the change. 
Ensure ongoing incorporation of change into daily operations. 

Forms

Assessment Cover Sheet

SIRXCHA001 - Facilitate the change process
Assessment task 1: [title]

Student name:

Student ID:

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

SIRXCHA001 - Facilitate 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

Assessor name:

Signature:

Date:

Student signature:

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