ASSESSMENT TASK 1

PART A: RESEARCH BRIEF

<< Add Title Here >> Research Report

Background

<< Add a brief background of the purpose of the research here including the business objectives it aligns to here>>

Objectives of the research

The objective(s) of this research are:

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Research Strategy

To meet the objective(s) of the research the following research strategy was used:

<< Add details about the research strategy here including what it is and why this strategy was selected>>

Research Details

The following table specifies details about the research:

Researcher(s)

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Date Research Brief was approved

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Research Brief Approver

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Date(s) data collated

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Research Report date

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Research Notes

Strategic Objectives of CBSA

Change Management - the issues and practices including barriers

Major operational change requirements and recommended order of priority.

Sources of Information for the report

Relevant stakeholders consulted

Conclusions

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REquired- fill the above assesment task from case study and i found some websites links, get help from that links if you need

case study details

Business Details

Business name:Complete Business Solutions Australia Pty Ltd

Trading name:Complete Business Solutions Australia (CBSA)

Business structure:Company

Domain names:www.cbsa.com.au

Date established:10/05/1998

Business owner(s):Gavin Stead

Products/services:B2B Consultancy services

Our Target Audience

Target market:Small, medium, and enterprise size organisations.

Marketing strategy:Broad strategies of electronic, event based, and traditional advertising. Tag line: "Your business expert"

Business Goals

Vision:To become Australia's largest provider of business support and advocate of business needs

Mission:Helping businesses by becoming an extension of their business by providing end to end support services across a wide range of areas. We form an intimate knowledge of our client's business and therefore become their partner in business.

Business goals:

• To become Australia's largest business consultancy firm
• To support business owners and their immediate and future needs
• To deliver a first-class customer experience to ensure high levels of customer satisfaction
• To remain up-to-date with the latest business compliance requirements

Organisational Chart

CBSA Board

To help meet the strategic direction of the organisation as opposed to the operational activities, three senior staff form the CBSA Board as follows:

• Managing Director - Gavin Stead
• Chief Financial Officer - Wi Zhang
• Governance Manager - Henry Thomas

The CBSA board objectives are to:

• Set the strategic direction of the organisation
• Uphold the organisations values
• Ensure attainment of the organisations business objectives
• Ensure the financial stability and viability of the organisation
• Ensure compliance with legal and ethical obligations

While CBSA staff are grouped and arranged around functional operational activities, individual staff members are commonly placed into project teams for specific purposes to meet the many needs of CBSA clients. This can lead to situations where lines of authority and responsibility of staff members can become blurred.Do the project responsibilities take precedenceor doday-to-day operational responsibilitiestake precedence?

To avoid potential conflicts, project governance forms a vital part of ensuring the clear roles and responsibilities, levels of authority, and issue escalation and resolution processes are clearly defined for each project.By implementing a clear plan, itis hoped that conflict will be minimalised between functional managers needs and those of project managers.

Products/services

Due to the wide range of services offered, and the needs of these services for each client, prices are determined for each client after the initial consultation meeting. A profit ratio of 15-20% is the minimum amount necessary for each of the client services offered after expenses have been covered.

An example of the typical rates for major services in the following table:

Finance

Projectedprofit and lossfor upcoming financial year20XX

Income

IT Services$600,000.00

Financial Services$1,200,000.00

BusinessServices$1,200,000.00

HR Services$500,000.00

Training Services$85,000.00

Total income $3,585,000.00

Costs of Goods Sold

Purchases$20,000.00

Total Costs of Goods Sold $20,000.00

Expenses

Office Lease$100,000.00

Travel Expenses$85,000.00

Insurance$14,000.00

Wages and Salaries$2,600,000.00

Running Expenses$8,000.00

Utilities$8,000.00

Total Expenses $2,851,000.00

Net Position

Income$3,585,000.00

Cost of Goods Sold$20,000.00

Gross profit$3,565,000.00

Expenses$2,851,000.00

Other income$0.00

Other expenses$0.00

Net Position $750,000.00

ProjectedProfit Margin Ratio

The profit margin ratio formulaiscalculated by dividing net income by net sales:

Net income: $750,000.00

Net sales: $3,585,000.00

Profit margin ratio:20.92%

Projected cash flow

The projected cash flow showsCBSAwillgenerates sufficient cash flow to support operations:

Advertising & sales

Advertising & promotional strategy

The following provides details of upcoming marketing strategies:

Sales & distribution channels

Technology (Software)

CBSA utilises the following software foritsoperations:

Communication channels

CBSA customers get in contactusing the following channels:

• Telephone
• Mail
• Email
• Physical location (storefront)
• Website
• Social Media

Payment types accepted

Payment typesthat CBSAaccepts include:

• Cash
• Credit
• Electronic Funds Transfer (EFT)
• Cheque
• PayPal
• Stripe

https://change.walkme.com/5-barriers-to-change-management-and-how-to-easily-overcome-them/

https://smallbusiness.chron.com/barriers-challenges-change-implementation-30842.html'

https://blog.hubspot.com/service/b2b-customer-advocacy-program Readiness for change <>

https://www.forbes.com/sites/phillewis1/2020/09/29/five-steps-to-get-your-organization-changeready/?sh=14c65b116497

https://www.infoworks-tn.com/is-your-organization-ready-for-change/ https://managementisajourney.com/three-questions-senior-leaders-must-ask-before-undertakingorganizational-change/

https://www.spotlightreporting.com/blog-posts/how-to-successfully-implement-and-embed-change https://www.theblackdot.com.au/insights/blog/june-2019/embedding-new-ways-of-working https://corporate-edge.com.au/embedding-change/ https://www.bcg.com/en-au/capabilities/business-transformation/change-management

https://www.mindtools.com/pages/article/newPPM_87.htm