Mgmt 4860 org. change – team pro

1. MGMT 4860
Org. Change – Team Project, Consulting Report Page | 1
Final Team Project Assignment (Consulting Report)
Summary
You will work in teams of 3 students to complete the Final
Team Project. You will select an
organization and interview a professional currently employed
there. You may select a corporation,
a non-profit organization, a school district, a university, a
governmental agency, a small business,
etc. The professional you interview must be at a mid-managerial
level as a minimum; you may
interview mid-level managers, executives, human resources
representatives, business owners,
principals, etc. Your contact must somehow be leading a change
effort or implementing a
change that has been set by others, including an organizational
structural change (e.g.,

2. removing management layers, changing from a functional to a
divisional structure). You
must incorporate content from the textbook, other material
learned in class, and John Kotter’s book
on leading change to solve the challenges your organization is
facing.
Course Materials
In addition to your textbook, please read and review the
following books/ebooks:
1. John Kotter’s Chapter on Leading Change from HBR's 10
Must Reads on Change
Management, ISBN 978-1422158005
https://iii.library.unt.edu/record=b6531603~S12
2. Chapters 2-11 from Leading Change, by John Kotter, ISBN
9781422186442
https://iii.library.unt.edu/record=b6531306~S12
Expectations
1. Research a desired or current employer and identify a change
management problem.
2. Make connections with professionals and learn managerial

3. practices as they apply to that
particular organization and industry.
3. Relate your findings to concepts we have learned in the
course and reflect on your own learning
and applicability of the material to the real world.
4. Work effectively with others in a team environment.
This assignment will span several weeks. It allows you to use
your creativity and tailor it to your
own strengths and enhance your learning in specific areas. Work
ahead by a week (review due
dates in the Course Schedule). If you are unsure which
organization to select or you have a limited
contact base, let me know as soon as possible so that I can
connect you with some of my contacts.
Ideally, you will conduct the interview virtually or by observing
proper safety guidelines related
to COVID-19. Asking your contact to send the responses via e-
mail should be a last resort.
Managers and leaders do not solve organizational issues in one
day so spending time thinking
about the problems presented, how they apply to your situation,
and how to solve them is an

4. important and iterative process. Every team is required to meet
with me once during the
semester. Email me to schedule an appointment. Plan to meet
with me for at least 15 minutes
and prepare to ask me questions related to the team project. All
team members must attend
this meeting with me.
https://iii.library.unt.edu/record=b6531603~S12
https://iii.library.unt.edu/record=b6531306~S12
MGMT 4860
Org. Change – Team Project, Consulting Report Page | 2
Outlined Steps
1. Review the instructions and grading criteria for this
assignment.
2. Obtain approval from your professor for your chosen
organization.
a. Assignment: Submit Organization/Topic (5 points)
b. Assignment: Team Meeting with Professor (15 points)
3. Write the organizational analysis portion of the report.
Conduct additional research. Make
sure you have a clear understanding of the change effort and
problem(s) to be solved.
a. Assignment, Part 1: Organizational Analysis (50 points)

5. 4. Interview your contact via phone/virtually and ask the
specific questions included in Part
2: Interview Summary. All team members must participate in
interview.
a. Suggested Date: Conduct Interview
5. Summarize the interview responses and insight from your
contact in complete sentences in
2-3 paragraphs (no bullet points or Q&A format).
a. Assignment, Part 2: Interview Summary (50 points)
6. Write recommendations to provide to the organization on how
to implement the change
effectively or what could have been implemented based on John
Kotter’s 8-step process.
Clearly identify the stages of Kotter’s process at which the
organization is/was. Review the
content in chapters and modules 10, 11, and 12 and John
Kotter’s Chapters 2-11 to better
support your recommendations and explain what should be
implemented based on what
your client organization is experiencing (e.g., downsizing,
transitioning from mechanistic
to organic design). Format the final consulting report
appropriately so that it is presentable
and professional. Attach any additional handouts or include in
the Appendix. Clearly

6. cite your references and include them in-text. References are a
separate page. APA
style is preferred but not required.
a. Assignment, Part 3: Consulti ng Report Recommendations (50
points)
7. Write a report of the five takeaways and summarize them
concisely. Reflect on what you
have learned. This is an individual submission.
a. Assignment, Part 4: Individual Reflection (30 points)
Any instances of plagiarism will result in grade of “0” for the
assignment. Any issues with
formatting and excessive spelling will result in deductions of up
to 10 points.
Important due dates (you will submit all assignments via
Canvas):
Submit Organization/Topic October 10
Meet with Professor (all team members)
October 24
Conduct Interview (reminder; not an actual submission)
October 31
Organizational Analysis (Part 1) November 14

7. Interview Summary (Part 2) November 21
Consulting Report Recommendations (Part 3) December 5
Team Project Participation (updated by professor) December 8
Individual Reflection (Part 4) December 8
Deliverables and Grading Criteria
There are 4 separate submissions (the Appendix is part of the
Consulting Report) for this project.
Please review the requirements and grading criteria for each
deliverable carefully.
https://iii.library.unt.edu/record=b6531306~S12
MGMT 4860
Org. Change – Team Project, Consulting Report Page | 3
Part 1 - Organizational Analysis
You will submit a report (1 page, Microsoft Word, 12-pt font,
one-inch margins, single space)
written objectively and in third person (e.g., eliminate “our
company”) that includes an
Organizational Analysis section. This portion will later become

8. part of your Consulting Report
Recommendations. You are submitting it first so that it can be
reviewed and revised before
presenting it to your client organization (I will assume the role
of your client). It still needs to be
complete as it will be graded as a professional and complete
report.
Grading Criteria for Part 1 (up to 50 points total). Include the
following:
1. Description of the organization and its products/services.
Include a brief history, location
of headquarters. Identify industry (if large organization,
describe local office in more
detail).
2. Discuss relevant metrics and data (e.g., financials and sales
volume are important if that
is part of the change effort; if not, focus on number of
employees, structure of the
organization, culture of the organization, etc.)
3. Strategic information about the organization (mission, vision,
values, strategic objectives)
4. Information about current weaknesses and/or threats the
organization may be
experiencing

9. 5. Information about the current change efforts. Is there a clear
connection between why the
change was needed and the proposed outcome of the change?
Part 2 - Interview Summary
You will submit a report (1 page, Microsoft Word, 12-pt font,
one-inch margins, single space)
written objectively that summarizes the insight your contact
provided. This portion will later
become part of your Consulting Report Recommendations. You
are submitting it first so that it
can be reviewed and revised before presenting it to your client
organization (I will assume the
role of your client). This interview summary must be complete
and professional.
Grading Criteria for Part 2 (up to 50 points total). Include the
following:
1. Ask your contact the questions below (please note that your
contact may not be able to
answer all of them). Be able to adapt them to the past tense if
the organization recently
completed the change efforts.
a. What does management think the problem/opportunity area
is/entails?

10. b. What has been tried in the past to correct the
problem/opportunity area?
c. If there is not a “problem”, what does management want to
improve, develop, or
implement through a change management effort?
d. How is the change management effort related to the mission,
vision, values,
strategy?
e. What prior changes have been implemented successfully or
unsuccessfully?
f. What is the employees’ perspective of the change?
g. What communication tools are being used to keep
employees/stakeholders apprised
of the progress during the implementation of the change?
h. How would management and employees know if the change
effort is/was
successful?
MGMT 4860
Org. Change – Team Project, Consulting Report Page | 4
2. Summarize the information gathered through interview in 2-3
paragraphs discussing the 3
main points your contact discussed related to the change effort.
These paragraphs must be
based on the questions you asked them and additional insight

11. they provided to you.
3. Provide proof that you conducted the interview as an
attachment (e.g., screenshots) and
that all team members participated. Upload your notes and any
other questions you
prepared in advance of this interview.
4. Include the following information at the end of your
Interview Summary:
o Name and title of interviewee
o Contact information (e.g., email address)
o Date of interview
Part 3 – Consulting Report Recommendations
You will submit a report (3-5 pages, Microsoft Word, 12-pt
font, one-inch margins, single
space) written objectively. The Organizational Analysis (Part 1)
and the Interview Summary
(Prat 2) will become part of your Consulting Report
Recommendations (Part 3) submission after
your revisions. This report and the Appendix will be provided to
your client (me).
Grading Criteria for Part 3 (up to 50 points total). Include the
following:
I. Revised Organizational Analysis. Include the same sections

12. discussed above.
II. Revised Interview Summary. Include the same sections
discussed above.
III. Recommendations (up to 40 points).
1. Summarize the existing problem/opportunity area and the
change effort (up to 5 points).
2. Review John Kotter's process for Leading Change. At what
stage of this process is your
organization currently? What stages of the process did your
organization implement
successfully? What stages of the process did your organization
fail to implement and
why? (up to 5 points)
3. Review additional concepts from our materials and briefly
summarize the main points of
leading change successfully, designing organizations, etc. (as
discussed by Daft, Kotter
and other sources in the modules). Use this summary to better
understand the change
effort and formulate recommendations for implementation. (up
to 10 points)
4. Clearly specify 2-3 recommendations how to facilitate the
change effort based on John
Kotter’s model and/or any other models we have covered in our
textbook/materials. What
could the organization do differently/better? Why is this
feasible? (up to 20 points)

13. IV: Appendix (up to 10 points; not included in the 3-5 page
requirement for the report)
1. You will submit an Appendix containing any of the
following, depending on your topic:
a) References (in APA format or another format you are familiar
with; this list needs to
match all in-text citations you have included in your report).
b) Informational brochures of the organization
c) links to relevant websites
d) links to budget documents and financials
e) sample communication you used to get in touch with your
contact
f) any other legitimate and reputable resources you consulted
(e.g., DOL website) in
support of your recommendations.
You can also include all supporting documentation as separate
attachments with
your submission.
MGMT 4860
Org. Change – Team Project, Consulting Report Page | 5

14. Part 4 – Individual Reflection
You will submit a report of 5 Takeaways and Reflection (1
page, Microsoft Word, 12-pt font,
one-inch margins, single space) summarizing what you learned
from the change effort at this
particular organization. You will also reflect on what you
learned about yourself and career
choices during the completion of the assignment and this
course. Feel free to also reflect on what
you learned about collaboration in teams and within
organizations.
Grading Criteria for Part 4 (up to 30 points total). Include the
following:
1. Summarize the existing problem/opportunity area and the
change effort.
2. List up to 5 takeaways from the current processes and/or
intentions of the organization
(e.g., lessons learned) specifically related to organization
design and change.
3. Write a paragraph answering: Did the analysis and interview
give you insight into an
important organizational issue? What did you learn about
organization design and/or

15. change that you may not have known before?
4. Write a paragraph answering: Based on this information,
what did you learn about
yourself and your career goals?
5. Write a paragraph answering: Based on the project, what did
you learn about
collaboration in teams and how collaboration occurs within
organizations?
You will compose grammatically correct sentences, write well -
developed paragraphs, and express
ideas coherently. Submissions must have complete sentences,
correct punctuation, and
capitalization. Avoid using abbreviations and acronyms without
appropriate clarification. Cite
your sources and include a list of corresponding references.
APA style is preferred.