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BSB61015 Advanced Diploma of Leadership and

Management
BSBMGT605 Provide leadership across the organisation
Assessment 2: Demonstration
Candidate’s Name HUGO LIMA BRASILINO

Assessor’s Name Svetlana Date 20/08/2018

Submission Details
This assessment task is to be submitted online by the due date specified by your Trainer/Assessor
and Assessment Plan for this unit of competency. Your assessor must approve any variations to this
arrangement in writing.

Submit a file with the required evidence attached as per

❑ Specifications below

❑ Acknowledgement of original work, free from plagiarism as per Assessment Plan

❑ Special needs (considerations if required see Access & Equity Policy)

❑ Naming document files when submitting assessments (check Assessment Plan)

❑ Identifying the Unit, Assessment Number, student name, student number, date and page
number (preferably) in the Footer

❑ Assessor’s additional and particular instruction/s.

Performance objective
Candidates will demonstrate knowledge and skills required to influence groups and individuals.

BSBMGT605 Assessment 2 Version: v18.0


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Developed by: Nortwest Pty Ltd Approved by: QAM Issued: June 2018 Review: June 2019
Assessment description
Using the workplace scenario information provided, you will plan the implementation and resourcing
of an organizational change strategy, consult with various stakeholders, and implement a key part of
the change strategy. At all stages, you will build support for the implementation.

Note: You will need to keep copies of the work you undergo in this Assessment Task for further use
in Assessment Task 3.

Procedure
1. Review the simulated business documentation, including policies and procedures, in Appendix
1 ‘Max Lionel Realty’. Review templates contained in Appendix 2 ‘Templates’ for possible use
or adaptation in completing assessment task requirements. -OK

2. Review the scenario information below. -OK

3. Develop action plan for implementation of the change strategy.

4. Develop a budget for the strategy.

5. Develop a communication plan for the change strategy.

6. Arrange a time to meet with CEO (your assessor) to discuss planning. Prepare to:

○ employ appropriate leadership style

○ discuss plans and budget and gain support

○ Explain how plans meet organizational, legal requirements, etc.

○ explain how communication plan accounts for needs of internal and external groups

○ discuss modes of communication (e.g. presentations, flyers, posters, training notes, etc.)
in implementation plans

○ explain how plans align to organizational risk management plans, for example, explain
how the change strategy mitigates certain risks outlined in the risk register

○ Discuss consultation with managers (key part of implementation).

7. Revise plans/budget based on consultation with CEO. Keep drafts of plans to provide evidence
of consultation and continuous improvement.

8. Consult with managers (individuals chosen by your assessor to play the roles of managers) to
implement part of change management strategy (inform managers, gain support, seek
feedback and suggestions for improvement). Ensure you:

○ employ an appropriate leadership style

BSBMGT605 Assessment 2 Version: v18.0


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Developed by: Nortwest Pty Ltd Approved by: QAM Issued: June 2018 Review: June 2019
○ model and encourage ethical behavior.

9. Revise plans/budget based on consultation with managers. Keep drafts of plans to provide
evidence of consultation and continuous improvement.

10. Submit documentation as per specifications below.

Scenario
You are the Operations General Manager at Max Lionel Realty (MLR). The CEO, Max Lionel has asked
you to initiate and implement a change strategy to improve organizational culture and ensure ethical
and legal compliance of agents. Key outcomes of the strategy will be:

 Development of an ethics charter for the business based on WHS responsibilities and Real
Estate Institute of Victoria (REIV) Code of Conduct

 Revisions made to existing policies and procedures to incorporate use of charter by agents

 Training for managers and agents on use of charter, WHS responsibilities and legal/ethical
responsibilities.

Previous needs analysis for this strategy has uncovered characteristics and requirements of various
groups and stakeholders:

BSBMGT605 Assessment 2 Version: v18.0


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Developed by: Nortwest Pty Ltd Approved by: QAM Issued: June 2018 Review: June 2019
Agents (40) Clients Tenants/wider community

 under stress; time poor  Cynical: e.g. ‘why do I have  sometimes feel discriminated
to pay attention to MLR’s against on basis of:
 highly trained and internal business? I just
competent in selling and want them to manage my o lifestyle
managing real estate property.’ o family status
 unaware of legal, ethical  time poor o cultural background
requirement; just want to
please clients  not sure of MLR obligations
o Income, etc.
and commitment to best-  residential agents have been
 even if aware, have no idea of-breed client service and
how to apply to daily client rude or insensitive on
ethical practice, REIV Code occasion: e.g. ‘you wouldn’t
practice of Conduct treat your rich clients or
 unclear on overall strategic  feel that it’s the agent’s
investment partners this way’
aims of MLR obligation to fill  do not feel they are
rental/lease properties adequately consulted
 Culturally diverse.
according to client wishes:
e.g. ‘I choose who lives  residential/commercial
in/leases my property’ agents/clients have let
themselves in without
 Culturally diverse. consultation

 inspections are sometimes


unannounced

 feel that the real estate


business is crooked

 culturally diverse.

The following resources are available from preferred suppliers Ace Consultants:

Human resourcing Cost

Developer/writer $120/hr

Advertising and promotions consultant $150/hr

BSBMGT605 Assessment 2 Version: v18.0


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Developed by: Nortwest Pty Ltd Approved by: QAM Issued: June 2018 Review: June 2019
Quality assurance person/editor $120/hr

WHS trainer/facilitator $120/hr

Anti-discrimination trainer/facilitator $120/hr

Mary Stewart (WHS consultant) $150/hr

John Ng (CPA) $150/hr

Pat Lee (Lawyer: anti-discrimination expert) $150/hr

Other resourcing

Off-site training room (catered ) with space for ten people $400/hr

Promotions package: email, social media, trade magazine placements, local


$4,000
newspaper copy.

The total budget for the change strategy: $12,000

You will need to:

 Develop a draft action/implementation plan for the implementation of the strategy, including
all activities to be undertaken

 Develop a draft communications plan for internal and external stakeholders

 Consider resourcing requirements and develop a draft budget

 Consider modes of communication

 Include in action/implementation plan (and communication plan) a meeting with managers as


a key part of building support for change strategy and gaining input

 Meet CEO to approve draft planning documents

 Meet with managers to present draft strategy and gain input.

BSBMGT605 Assessment 2 Version: v18.0


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Developed by: Nortwest Pty Ltd Approved by: QAM Issued: June 2018 Review: June 2019
Specifications
You must:

 Meet with CEO (your assessor) to approve change strategy

 Plan and deliver a presentation to managers

 Submit:

o Action plan for implementation, budget, communication plan

o Drafts of evolving planning documents

o Presentation notes, PowerPoint slides, etc.

Your assessor will be looking for:

 Interpersonal skills to communicate and inspire trust and confidence of others and to ensure
their cooperation and support

 Risk management skills to analyze, identify and develop mitigation strategies for identified
risks

 Knowledge of business ethics and their application

 Knowledge of leadership styles and their application

 Knowledge of legislation, codes and by laws relevant to the organization’s operations

 Knowledge of organisation mission, purpose and values

 Knowledge of organisation objectives, plans and strategies

 Knowledge of organizational change processes.

BSBMGT605 Assessment 2 Version: v18.0


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Developed by: Nortwest Pty Ltd Approved by: QAM Issued: June 2018 Review: June 2019
1. Review the simulated business documentation, including policies and procedures, in Appendix
1 ‘Max Lionel Realty’. Review templates contained in Appendix 2 ‘Templates’ for possible use
or adaptation in completing assessment task requirements.

2. Review the scenario information below.

3. Develop action plan for implementation of the change strategy.

Item Milestone date Responsibility

Development of an ethics charter for Oct/2018


the business based on WHS
responsibilities and Real Estate
Institute of Victoria (REIV) Code of
Conduct

Revisions made to existing policies Oct/2018


and procedures to incorporate use of
charter by agents

Training for managers and agents on Nov/2018


use of charter, WHS responsibilities
and legal/ethical responsibilities.

Meeting with managers as a key part Dec/2018


of building support for change
strategy and gaining input

Meet CEO to approve draft planning Dec/2018


documents

Meet with managers to present draft Dec/2018


strategy and gain input.

BSBMGT605 Assessment 2 Version: v18.0


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Developed by: Nortwest Pty Ltd Approved by: QAM Issued: June 2018 Review: June 2019
4.

4. Develop a budget for the strategy.

Project Name:

Income Incl. GST Excl. GST

Leases expected for the first month after project $130.583,34 $117.525,00
implementation

Total income

Expense Incl. GST

Wages and salaries of the project team $3.500,00

Trainings $1.500,00

Workshops $2.000,00

Office suppliers $1.000,00

Promotions package: email, social media, trade magazine $4.000,00


placements, local newspaper copy.

Subtotal 12.000,00

Contingency (+10%) $1.200,00

TOTAL $13.200,00

BSBMGT605 Assessment 2 Version: v18.0


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Developed by: Nortwest Pty Ltd Approved by: QAM Issued: June 2018 Review: June 2019
Signature: J/A/H Date: 20/08/2018

5.

5. Develop a communication plan for the change strategy.

What Who Purpose When/frequency Type/methods

Initiation All Gather information for FIRST Meeting.


meeting stakeholders. initiation plan.
Before project start
date.

Distribute All Distribute plan to alert Before kick-off Project snapshot


project stakeholders. stakeholders of project meeting. distributed via
initiation scope and to gain hard copy or
Before project start
plan support. electronically.
date.
May be posted on
project website.

Project All Communicate plans At or near project Meeting.


kick-off stakeholders. and stakeholder roles/ start date.
responsibilities.
Encourage
communication among
stakeholders.

Status All Update stakeholders Regularly scheduled. Distribute status


reports stakeholders on progress of the report electronically
Weekly is
and project project. and post via
recommended for
officer. website.
small-medium
projects.

Team Entire project To review detailed Regularly scheduled. Meeting: detailed


meetings team. plans (tasks, plan.
Weekly is
assignments, and
Individual recommended for
action items).
meetings for entire team. Weekly
sub-teams as or bi-weekly for
appropriate. subteams as needed.

BSBMGT605 Assessment 2 Version: v18.0


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Developed by: Nortwest Pty Ltd Approved by: QAM Issued: June 2018 Review: June 2019
What Who Purpose When/frequency Type/methods

Sponsor Sponsor/s and Update sponsor/s on Regularly scheduled. Meeting.


meetings Project status and discuss
Recommended
Manager. critical issues.
biweekly or monthly
Seek approval for and also as needed
changes to project when issues cannot
plan. be resolved or
changes need to be
made to project plan.

Media and Marketing Promote benefits of As determined by Internet


community team. the project to marketing team.
Magazine
promotion community.
Radio.

6.

BSBMGT605 Assessment 2 Version: v18.0


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Developed by: Nortwest Pty Ltd Approved by: QAM Issued: June 2018 Review: June 2019
THIS TASK WAS DONE IN GROUP OF 3:
JONATHA CRUZ, ANDRE CLETO, HUGO BRASILINO AND APPROVED BY
SVETLANA(CEO)

Requirement Details

Date 20/08/2018

Time 18:40

Duration 20 min

Attendees JONATHA CRUZ, ANDRE CLETO, HUGO BRASILINO


Svetlana Arutyunyan

Meeting structure (e.g. Formal


formal or informal)

Meeting purpose Revise plans/budget based on consultation with CEO. Keep


drafts of plans to provide evidence of consultation and
continuous improvement.

Meeting chair 4

Number of 4
participants(internal )

Location 363 George Steet, Sydney 2000

Pre-reading materials None


for attendees

Documentation Overview of last meetings minutes and the action items


requirements for the from this
meeting

BSBMGT605 Assessment 2 Version: v18.0


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Developed by: Nortwest Pty Ltd Approved by: QAM Issued: June 2018 Review: June 2019
Equipment required for Chairs, Desk, Laptop, Whiteboard, Paper and Pen
the meeting (e.g.
video/data projector,
microphone,
whiteboard)

Teleconferencing or N/A
videoconferencing
requirements and
equipments

Catering No

WE HAVE DECIDED TO MADE SOME CHANGES IN AP/BUDGET AND COMM PLAN

PLEASE BE SPECIFIC WITH RESPONSIBLE PEOPLE

IN BUDGET FOLLOW THE TASKS 2 TEMPLATE

COMMUNICATION PLAN. MUST HAVE RESPONSIBILITIES AND COMMUNICATION MODE

Item Milestone date Responsibility

Development of an ethics charter for Oct/2018 • Max Lionel


the business based on WHS
responsibilities and Real Estate • Kim Sweeney
Institute of Victoria (REIV) Code of
• ANDRE CLETO
Conduct
• JONATHA CRUZ

• HUGO BRASILINO

BSBMGT605 Assessment 2 Version: v18.0


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Developed by: Nortwest Pty Ltd Approved by: QAM Issued: June 2018 Review: June 2019
Revisions made to existing policies Oct/2018  Max Lionel
and procedures to incorporate use of
charter by agents  Kim Sweeney

 ANDRE CLETO

 JONATHA CRUZ

 NHUGO
BRASILINO

Training for managers and agents on Nov/2018  ANDRE CLETO


use of charter, WHS responsibilities
and legal/ethical responsibilities.  JONATHA CRUZ

 HUGO BRASILINO

Meeting with managers as a key part Dec/2018 • Max Lionel


of building support for change
strategy and gaining input • Riz Mehra

• Kim Sweeney

• Les Goodale

• Sam Lee

• Pat Mifsud

• Peter Mitchell

• ANDRE CLETO

• JONATHA CRUZ

• HUGO BRASILINO

Meet CEO to approve draft planning Dec/2018 • ANDRE CLETO


documents
• JONATHA CRUZ

• HUGO BRASILINO

• Max Lionel

BSBMGT605 Assessment 2 Version: v18.0


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Developed by: Nortwest Pty Ltd Approved by: QAM Issued: June 2018 Review: June 2019
Meet with managers to present draft Dec/2018 • Max Lionel
strategy and gain input.
• Riz Mehra

• Kim Sweeney

• Les Goodale

• Sam Lee

• Pat Mifsud

• Peter Mitchell

• ANDRE CLETO

• JONATHA CRUZ

• HUGO BRASILINO

Income Incl. GST Excl. GST

Leases expected for the first month after project $130.583,34 $117.525,00
implementation

Total income

Expense Incl. GST

Developer/writer $3.500,00

Advertising and promotions consultant $1.500,00

Quality assurance person/editor $2.000,00

BSBMGT605 Assessment 2 Version: v18.0


Page 14 of 18
Developed by: Nortwest Pty Ltd Approved by: QAM Issued: June 2018 Review: June 2019
WHS trainer/facilitator $1.000,00

Anti-discrimination trainer/facilitator $4.000,00

Subtotal 12.000,00

Contingency (+10%) $1.200,00

TOTAL $13.200,00

Signature: J/A/H Date: 20/08/2018

What Who Purpose When/frequency Type/methods

Initiation All Gather information for FIRST Meeting. (FACE


meeting stakeholders. initiation plan.
Before project start TO FACE)
date.

BSBMGT605 Assessment 2 Version: v18.0


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Developed by: Nortwest Pty Ltd Approved by: QAM Issued: June 2018 Review: June 2019
What Who Purpose When/frequency Type/methods

Distribute All Distribute plan to alert Before kick-off Project


project stakeholders. stakeholders of project meeting.
initiation scope and to gain
snapshot
Before project start distributed via
plan support.
date.
hard copy or
electronically.
May be posted
on project
website. (E-
MAIL)

Project All Communicate plans At or near project Meeting. (FACE


kick-off stakeholders. and stakeholder roles/ start date.
responsibilities.
TO FACE)
Encourage
communication among
stakeholders.

Status All Update stakeholders Regularly scheduled. Distribute


reports stakeholders on progress of the
and project project.
Weekly is status report
recommended for electronically
officer.
small-medium
projects. and post via
website. (E-
MAIL)

Team Entire project To review detailed Regularly scheduled. Meeting:


meetings team. plans (tasks,
assignments, and
Weekly is detailed plan.
Individual recommended for
action items). (SKYPER
meetings for entire team. Weekly
sub-teams as or bi-weekly for CONFERENCE +
appropriate. subteams as needed. E-MAIL)

BSBMGT605 Assessment 2 Version: v18.0


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Developed by: Nortwest Pty Ltd Approved by: QAM Issued: June 2018 Review: June 2019
What Who Purpose When/frequency Type/methods

Sponsor Sponsor/s and Update sponsor/s on Regularly scheduled. Meeting. (FACE


meetings Project status and discuss
Manager. critical issues.
Recommended TO FACE)
biweekly or monthly
Seek approval for and also as needed
changes to project when issues cannot
plan. be resolved or
changes need to be
made to project plan.

Media and Marketing Promote benefits of As determined by Internet


community team. the project to marketing team.
promotion community. Magazine
Radio.

BSBMGT605 Assessment 2 Version: v18.0


Page 17 of 18
Developed by: Nortwest Pty Ltd Approved by: QAM Issued: June 2018 Review: June 2019
BSBMGT605 Assessment 2 Version: v18.0
Page 18 of 18
Developed by: Nortwest Pty Ltd Approved by: QAM Issued: June 2018 Review: June 2019

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