Lead and manage organisational change

 

 

 

 

 

 

RTO No: 91223

 

 

 

 

 

 

Assessment Task 2

 

 

BSBLDR601 Lead and manage organisational change

 

                        

 

 

 

Assessment Task 2 Cover Sheet

 

Student Declaration

To be filled out and submitted with assessment responses

 

¨   I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded with any other student(s).

¨   I understand that if I am found to have plagiarised, cheated or colluded, action will be taken against me according to the process explained to me.

¨   I have correctly referenced all resources and reference texts throughout these assessment tasks.

Student name
 

Student ID number
 

Student signature
 

Date
 

 

Assessor declaration

¨   I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.

Assessor name
 

Assessor signature
 

Date
 

Assessment outcome
S
NS
DNS
Resubmission    Y     N

 

Feedback

 

 

 

 

Student result response

¨   My performance in this assessment task has been discussed and explained to me.

¨   I would like to appeal this assessment decision.

Student signature
 

Date
 

 

A copy of this page must be supplied to the office and kept in the student’s file with the evidence.

 

 

 

Assessment Task 2: Project

Information for students

In this task, you are required to demonstrate your skills and knowledge by working through a number of activities and completing and submitting a project portfolio.

You will need access to:

your learning resources and other information for reference
Project Portfolio template
Simulation Pack (if you need a case study).

Ensure that you:

review the advice to students regarding responding to written tasks in the Business Works Student User Guide
comply with the due date for assessment which your assessor will provide
adhere with your RTO’s submission guidelines
answer all questions completely and correctly
submit work which is original and, where necessary, properly referenced
submit a completed cover sheet with your work
avoid sharing your answers with other students.

 

Assessment information

Information about how you should complete this assessment can be found in Appendix A of the Business Works Student User Guide. Refer to the appendix for information on:

·           where this task should be completed

·           how your assessment should be submitted.

Note: You must complete and submit an assessment cover sheet with your work. A template is provided in Appendix B of the Student User Guide. However, if your RTO has provided you with an assessment cover sheet, please ensure that you use that.

 

 

Activities

Complete the following activities:

Carefully read the following:

This project requires you to develop and implement a change management plan to lead and manage change in an organisation. A part of the assessment you, you will:

·           analyse the internal and external environment of your organisation.

·           consult and agree with relevant stakeholders to identify and prioritise required organisational changes or opportunities that support the organisation’s objectives.

·           seek expert/specialist input.

·           develop, evaluate and modify a change management project plan for your identified changes/opportunities.

·           develop, evaluate and modify strategies to communicate and/or educate employees about the identified changes or opportunities.

 
Vocational education and training is all about gaining and developing practical skills that are industry relevant and that can help you to succeed in your chosen career. For this reason, we are giving you the choice to base this project on your own business, one you work in or a familiar with, or you can use the case study provided. This will mean that you are applying your knowledge and skills in a relevant, practical and meaningful way to your own situation!

 
It is important that you are able to access enough information for your chosen business in order to be able to do your assessment. As a minimum this should include workplace documentation relating to change management (e.g. communication policy).

You will also need information to review and evaluate your change management strategies (education/communication plan) and your change management project plan. Take a look at the requirements in Section 3 of your Project Portfolio for more information.

 
You will need to communicate with people who are involved with changes or opportunities I your organisation. Your communication may be either directly with actual staff members or fellow students/your assessor can play the roles of relevant people/parties. Communication can be in any appropriate format (e.g. face to face, video conference, email) as long as it meets the requirements outlined in the Project Portfolio.

You will be collecting evidence for this unit in a Project Portfolio. The steps you need to take are outlined below.

 

 

Make sure you are familiar with the organisation you are basing this assessment on and have read through the necessary background information. For the case study business, this is all of the documents included in the Simulation Pack. If it’s your own business or a business where you are working or are familiar with, have your business or case study (and supporting documentation/evaluation data) approved by your assessor.

Complete Page 4 of your Project Portfolio for this unit.

Read through the requirements of Section 1, 2 and 3 of your Project Portfolio.

Identify organisational change requirements and opportunities

Complete Section 1 of your Project Portfolio. To do this, you need to:

·           explain your organisation’s strategic goals/objectives.

·           describe how your role and responsibilities relate to the execution of the goals/objectives.

·           identify the organisational requirements (including policies and processes) you must follow as you manage change.

·           analyse the external environment of your organisation.

·           analyse the current internal environment of your organisation.

·           Meet with at least two stakeholders to:

o     use lateral thinking and exploration (e.g. brainstorming) to:

–           identify new and innovative opportunities

–           identify any changes required to how things are currently done in the organisation.

o     consider organisational objectives, performance gaps, business opportunities, business threats and management decisions to choose at least three major operational change requirements and opportunities.

o     prioritise the identified changes/opportunities.

o     agree on reporting protocols.

This meeting should take 20 minutes. As part of your meeting, you are required to discuss and seek information about the organisation and change opportunities by using appropriate business language, asking questions and using active listening techniques to clarify and confirm understanding. You are also required to use inclusive and collaborative techniques to negotiate the prioritisation of identified changes. Throughout your meeting, you must demonstrate your ability to build and maintain effective working relationships. You will be assessed on this.

This meeting may take place with actual people who work for/are associated with your chosen business. Alternatively, classmates or your assessor may play the role of one or more team members. This can either be viewed in person by your assessor or you may like to video record the session for your assessor to watch later. Your assessor can provide you with more details at this step. Make sure you follow the instructions above and meet the timeframes allocated. If this session is not viewed in person by your assessor, you will attach proof of the meeting to Section 1 of your Project Portfolio.

Continue completing Section 1 of your Project Portfolio. To do this, you need to

·           seek expert/specialist advice about the identified changes/opportunities and the related change management process.

Make sure you have answered all questions in Section 1. Submit to your assessor for review.

You are also required to attach certain documents as part of your evidence – review the documents you need to attach as outlined in Section 1 of the Project Portfolio and make sure you attach these when you submit this section.

You will use the work done in this section of the Portfolio to develop a change management project plan.

Develop and manage an organisational change management plan.

Complete Section 2 of your Project Portfolio. To do this, you need to:

·           assess the risks associated with the changes identified in Section 1 of your Project Portfolio (include at least one barrier in your organisation to change and relevant mitigation strategies).

·           assign resources to the required changes/opportunities.

·           conduct a cost-benefit analysis for the change/opportunity that was assigned the highest priority

·           develop a written change management project plan, including:

o     a description of the required changes/opportunities

o     resource requirements

o     risk management

o     recommendations for timelines.

·           obtain approval of your change management project plan from any relevant managers

Consult with relevant personnel to seek their input for a communication/education plan to communicate the required changes and opportunities.

You may use any communication tool (other than oral communication) to receive input from personnel (e.g. email, online survey etc ). You may need to prepare/perform multiple communications depending on the personnel you are communicating to.

Continue completing Section 2 of your Project Portfolio. To do this, you need to:

·           develop a communication/education plan that:

o     communicates/educates relevant stakeholders about the changes

o     promotes the benefits of organisational change.

·           arrange and manage the delivery of your communication/education plan.

Make sure you have answered all questions in Section 2. Submit to your assessor for review.

You are also required to attach certain documents as part of your evidence – review the documents you need to attach as outlined in Section 2 of the Project Portfolio and make sure you attach these when you submit this section.

You will use the work done in this section of the Portfolio to review and evaluate your strategies and change management plan.

Evaluate your change management strategy

Assume a period of time has passed.

If you are basing this on your own business, make sure you have data available to review and evaluate your communication/education plan and your change management project plan.

If you are basing this on the case study, information is provided in the simulation pack.

Complete Section 3 of your Project Portfolio. To do this, you need to:

·           assess your communication and education plan against its objectives

·           identify and respond to barriers to the implemented changes/opportunities

·           modify your communication/education plan meet the objectives of the plan.

·           review, evaluate and modify your change management project plan.

Submit your completed Project Portfolio

Make sure you have completed all sections of your Project Portfolio, answered all questions, provided enough detail as indicated and proofread for spelling and grammar as necessary. Remember to submit all necessary attachments as indicated.

 

 

Assessment Task 2: Checklist

Student’s name:

Did the student:
Completed successfully?
Comments

Yes
No
 

Identify organisation change requirements and opportunities by:

·           explaining their organisation’s strategic goals/objectives

·           describing how their role and responsibilities relate to the execution of the goals/objectives

·           identifying the organisational requirements (including policies and processes) they must follow to manage change.

·           analysing the external environment of their organisation.

·           analysing the internal environment of their organisation.

·           meeting with at least two stakeholders to:

o     use lateral thinking and exploration to:

–           identify new and innovative opportunities

–           identify any changes required to how things are currently done in the organisation.

o     consider organisational objectives, performance gaps, business opportunities, business threats and management decisions to choose at least three major operational change requirements and opportunities

o     prioritise the identified changes/opportunities.

o     agree on reporting protocols.

 
 
 

Develop and manage a change management project plan by:

·           assessing the risks associated with the changes/opportunities, including

o     at least one barrier in your organisation to change

o     relevant mitigation strategies.

·           assigning resources to the required changes/opportunities

·           conducting a cost-benefit analysis for the change/opportunity that was assigned the highest priority.

·           developing a written change management project plan, including:

o     a description of the required changes/opportunities

o     resource requirements

o     risk management

o     recommendations for timelines.

·           obtaining approval of your change management project plan from any relevant managers

·           consulting with relevant personnel to seek their input for a communication/education plan (using any communication tool other than oral communication).

·           developing a communication/ education plan that:

o     communicates/educates relevant stakeholders about the changes

o     promotes the benefits of organisational change.

·           arranging the delivery of their communication or education plan

·           managing the delivery of their communication or education plan.

 
 
 

Evaluate their change management strategy and plan by:

·           assessing their communication/ education plan against its objectives

·           identifying and responding to barriers to the implemented changes/opportunities

·           modifying their communication/education plan meet the objectives of the plan

·           Reviewing, evaluating and modifying their change management project plan.

 
 
 

Demonstrate effective oral communication skills, including:

·           Using listening and questioning techniques to confirm that they understand the views of others correctly:

·           Negotiating with stakeholders using inclusive and collaborative techniques.

·           Using appropriate business language to discuss and seek information about the organisation and change opportunities.

·           Building and maintaining effective working relationships.

 
 
 

Task outcome:
¨  Satisfactory
¨  Not satisfactory

Assessor signature:
 

Assessor name:
 

Date:
 

 

 

 

Student name:
 

Assessor name:
 

Date
 

Final assessment results

Task
Type
Result

Satisfactory
Unsatisfactory
Did not submit

Assessment Task 1
Knowledge questions
S
U
DNS

Assessment Task 2
Project
S
U
DNS

Overall unit results
 
C
NYC
 

Feedback

 

 

 

My performance in this unit has been discussed and explained to me.
I would like to appeal this assessment decision.

 

Student signature: ___________________________________________   Date: _________________

 

 

I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.

 

Assessor signature:   _________________________________________   Date:  _________________