BSBMGT605 Provide Leadership across the Organisation
Max Lionel Realty
Change Strategy Report
Assessment 2
Advanced Diploma of Leadership and Management
BSBMGT605 Provide Leadership across the Organisation
1. Action/Implementation plan
|
Item |
Milestone date |
Responsibility |
|
Develop Ethics Charter • WHS Responsibility • REINSW Code of Practice 1. Study of REINSW Code of Practice 2. Review existing ethics charter 3. Study current legislations 4. Collecting feedback (Stakeholder) 5. Writing charter |
1 month By (DATE) |
(Student Name) (Operation General Manager) 1. Prepare ethics charter 2. Meet CEO for Approval 3. Communicate Charter 4. Monitor and review the project |
|
To hold seminar of real estate and WHS law for manager and agents to attend to understand about the legal requirement. |
1 month By (DATE) |
(Student Name) (Operation General Manager) 1. Prepare seminar 2. Meet CEO for Approval 3. Monitor and review the project |
|
Revise existing policy and procedures 1. To incorporate use of charter by agents 2. Identify employee training needs 3. Training on legislation |
2 weeks By (DATE) |
(Student Name) (Operation General Manager) |
|
Managers training/ agents training 1. On use of charter 2. Ethical responsibility 3. Legal responsibility 4. WHS responsibility 5. Policy and procedures |
3 month By (DATE) |
(Student Name) (Operation General Manager) 1. Prepare training 2. Meet CEO for Approval 3. Monitor and review the project |
|
Organize workshop training for both manager and agents to help them understand how to apply legal and ethical requirements to daily client practice. |
3 month By (DATE) |
(Student Name) (Operation General Manager) 1. Prepare workshop 2. Meet CEO for Approval 3. Monitor and review the project |
2. Budget
|
Project Name: | ||
|
Income |
Incl. GST |
Excl. GST |
|
Allocated budget for the project |
$12,000 |
$10,910 |
|
Other income for the project |
$0 |
$0 |
|
Total income |
$12000 |
$10910 |
|
Expense |
Incl. GST |
Excl. GST |
|
Budget allocation for Residential Team |
$1650 |
$1500 |
|
Budget allocation for Investment Team |
$1650 |
$1500 |
|
Budget allocation for Commercial Team |
$1650 |
$1500 |
|
Workshop expense | ||
|
Hire Mary Stewart (WHS consultant) for 2 hours |
$300 |
$270 |
|
Hire Pat Lee (Lawyer, anti-discrimination expert) for 2 hours |
$300 |
$270 |
|
Off-site training room for 1 day |
$3200 |
$2880 |
|
Hire equipment |
$500 |
$450 |
|
Subtotal |
$9250 |
$8325 |
|
Contingency (+10%) |
$925 |
$832.5 |
|
TOTAL |
$10175 |
$9157.5 |
|
Signature: Date: (DATE) | ||
3. Communication plan
|
What |
Who |
Purpose |
When/frequency |
Type/methods |
|
Ethic Charter |
Mary Stewart (WHS consultant) |
Discuss ethic charter |
By (DATE) |
Email, phone |
|
Policy and procedures |
Max Lionel (CEO) |
Revise and Updating |
By (DATE) |
Face to face meeting |
|
Training |
Mary Stewart (WHS consultant) Pat Lee (Lawyer, anti-discrimination expert) |
Setting direction for the training. |
By (DATE) |
Email, phone, face to face meeting |
|
Budget |
Riz Mehra (Chief Financial Officer) |
Setting Budget |
By (DATE) |
Email, phone, face to face meeting |
4. Team Roles and responsibilities
|
Role |
Name/s |
Responsibilities |
Signature/s |
|
CEO |
Max Lionel |
Set overall strategic directions, manage risk, and authorize large financial transactions |
Max Lionel |
|
Operation General Manager |
(Student Name) |
Prepare and execute action plan, seek CEO for approval, Monitor and review the project | |
|
Chief Financial Officer |
Riz Mehra |
overseeing budgets for cost centers and individual projects, viewing budget variation reports and incorporating information into financial statements and financial projections |
Riz Mehra |
5. Team Budget
|
Project Name: Change strategy training program | ||
|
Income |
Incl. GST |
Excl. GST |
|
Budget allocation for Residential Team |
$1,650 |
$1,500 |
|
Total income |
$1,650 |
$1,500 |
|
Expense |
Incl. GST |
Excl. GST |
|
Manger for 4 hours |
$480 |
$432 |
|
Training rooms for 1 days |
$800 |
$720 |
|
Projector for 1 days |
$100 |
$90 |
|
Catering |
$200 |
$180 |
|
Subtotal |
$1580 |
$1422 |
|
Contingency (+10%) |
$158 |
$142.2 |
|
TOTAL |
$1738 |
$1564.2 |
|
Signature: Date: (DATE) | ||
*Other team will have similar budget plan
Appendices
Meeting Minutes -CEO
Max Lionel Realty
Meeting Summary Note
Date: (DATE)
Time: 3:00pm
Location: (Address)
Participants
(Student Name) (Business Operation Manager)
Max Lionel (CEO)
Re: Implementing Change Strategy-WHS
The following issues related to WHS change strategy have been discussed. (Agendas)
- Action plan
- Budget
- Communication plan
- WHS related risks
Recommendations:
- Reduce budget by 20% if possible
- Project period for 3 months
- One internal workshop (Manager to Manager)
- One external workshop (Manager to Agents)
Conclusion:
To be revised action plan, communication plan and budget.
Meeting conclusion: 5pm
Next meeting: TBA
Managers Workshop
|
Workshop title |
Change strategies WHS |
Date: |
|
Objectives |
WHS implementation |
Time: 9:00-17:00 |
|
Target Audience |
Residential Team manager | |
|
Investment Team manager | ||
|
Commercial Team manager | ||
|
Time |
Topic |
By |
|
9:00-9:30 |
Refreshment | |
|
9:30-10:30 |
On use of charter |
(Student Name) (Operation General Manager) |
|
10:30-12:00 |
Ethical responsibility |
Pat Lee (Lawyer, anti-discrimination expert) |
|
12:00-13:00 |
Lunch | |
|
13:00-14:00 |
Legal responsibility |
Pat Lee (Lawyer, anti-discrimination expert) |
|
14:00-15:00 |
WHS responsibility |
Mary Stewart (WHS consultant) |
|
15:00-15:30 |
Brake | |
|
15:30-16:30 |
Policy and procedures |
(Student Name) (Operation General Manager) |
|
16:30-17:00 |
Q&A time |
(Student Name) (Operation General Manager) |
Agents Workshop
|
Workshop title |
Change strategies WHS |
Date: |
|
Objectives |
WHS implementation |
Time: 9:00-17:00 |
|
Target Audience |
Residential Team agents | |
|
Investment Team agents | ||
|
Commercial Team agents | ||
|
Time |
Topic |
Description |
|
9:00-9:30 |
Refreshment | |
|
9:30-10:30 |
On use of charter |
Eric Wu (Residential Team manager) |
|
10:30-12:00 |
Ethical responsibility |
Eric Wu (Residential Team manager) |
|
12:00-13:00 |
Lunch | |
|
13:00-14:00 |
Legal responsibility |
Sarah Lee (Investment Team manager) |
|
14:00-15:00 |
WHS responsibility |
Sarah Lee (Investment Team manager) |
|
15:00-15:30 |
Brake | |
|
15:30-16:30 |
Policy and procedures |
Josh Wong (Commercial Team manager) |
|
16:30-17:00 |
Q&A time |
Josh Wong (Commercial Team manager) |
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