BSBLDR601 Lead and manage organisational change - Practical Assessment Tasks

To be assessed for this unit of competency, you must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to use your skills and knowledge to develop and implement a Change Management Project Plan to lead and manage organisational change.

The Practical Assessments in this workbook include:

1.       Workplace Project Assessment

A series of written practical tests assessing the learner’s practical knowledge and skills underpinning of the unit of competency. This includes the learner completing workplace documents or similar as evidence of competent performance.

2.       Workplace Practical Observation

A set of assessment tasks where the learner must demonstrate practical skills relevant to the unit of competency. These skills are to be demonstrated while being observed by the assessor.

IMPORTANT!

§  All signatures/initials in your submissions, including yours, must be handwritten and dated. Submissions with signatures/initials must be scanned.

§  The supervisor/observer who completes and signs your evidence submissions must provide their real name, contact number, and email address for your assessor’s reference.

§  Should you encounter issue or concerns regarding your assessment, contact your assessor.

This assessment is divided into seven project tasks:

§  Task 1: Conduct Meeting in Relation to Organisational Change

§  Task 2: Develop Change Management Project Plan

§  Task 3: Develop Communication Plan

§  Task 4: Arrange and Manage Communication Plan

§  Task 5: Identifying Barriers to Change

§  Task 6: Implement Mitigation Plan

§  Task 7: Modify Change Management Project Plan

This project requires you to complete the assessment tasks in a real workplace, or in an environment with conditions similar to that of a workplace in this industry.

Each task comes with a set of instructions. You are to follow and perform these instructions while being observed by the assessor and/or submit any required documentation.

Before starting this assessment, your assessor will discuss with you these tasks, including instructions and guidance for satisfactorily completing them.

§  Complete the tasks within the time allowed, as scheduled in-class roll.

§  Analyse and interpret information about the organisation’s internal and external environment and consult with stakeholders to identify requirements and opportunities for changes that support organisational objectives

§  Prioritise opportunities for changes with input from relevant stakeholders.

§  Develop a change management project plan for the priority changes incorporating resource requirements, risk management and timelines

§  Develop strategies to communicate or educate the changes and embed them

§  Obtain approvals and agree reporting protocols with relevant managers and implement the plan including addressing barriers to change

§  Review and evaluate the change management project plan and modify as needed to achieve objectives.

Resources Required for Assessment

Resources you need to access to complete the project assessment are outlined in the Resources Required for Assessment section of this workbook, and in the corresponding Assessor’s Checklist and/or Observation Form of each task.

Discuss each requirement with your assessor before commencing with each task. They will organise the resources required for this assessment.

IMPORTANT: Additional workplace resources may be required upon the contextualisation of this assessment.

Forms and Templates

Generic forms and templates are provided in the project tasks, unless otherwise specified. These can be accessed from the following link:

BSBLDR601 Forms and Templates

If you are currently in a workplace, use similar workplace templates and forms used by your organisation to complete each assessment task. Discuss with your supervisor and your assessor first to ensure that the forms/templates you will use from your organisation cover all criteria required by each assessment task.

Review these forms and templates with your assessor before starting the task.

Relevant stakeholders can be individuals or groups directly impacted by the organisational change you will implement. They must be involved throughout the development, implementation and monitoring process.

Experts refers to individuals or groups who have knowledge and experience in implementing the required change in organisation.

Specialists refers to subject matter specialists who have expertise over a specific aspect of the business that is affected by your identified change.

Use your workplace/organisation’s template(s) to complete this task, or use the Change Management Project Plan template provided at the Bounce Fitness site. This will be used throughout the Practical Assessment Tasks.

Prior to commencing your meeting, you must Review at least two pieces of workplace documentation relevant to the organisational change you are to undertaking.

This includes:

·         Business plans

·         Feedback Surveys and Forms

·         Business and Communication Plans

·         Reports

·         Service-level agreements (SLAs

You will be assessed on your practical skills to:

·         Analyse and interpret information from the documentation about the organisation’s internal, external environment and identify two of each of the following:

o   Management decisions in relation to change

o   Organisational objectives

o   Performance gaps

o   Change opportunities

o   Business threats

·         Discuss and identify requirements for change for change that support organisational objectives from workplace documentation

·         Discuss and seek information, clarify, questioning, confirm understanding and active listening.

After consultation, complete the “SWOT Analysis” and “PESTLE Analysis” sections of the Change Management Project Plan.  

Review Workplace Project Task 1 – Observation Form before starting this task. This form outlines all the practical skills you need to demonstrate to satisfactorily complete this task. Your assessor will also discuss with you the practical skills outlined in this form prior to the assessment.

Review the template(s) you will use to complete this task. If you are using a template from your workplace/organisation, discuss with your assessor to ensure that the template covers all requirements that apply to this task. Otherwise, use the Change Management Project Plan template provided at the Bounce Fitness site.

Submit the partially completed Change Management Project Plan with the completed “SWOT Analysis” and “PESTLE Analysis” sections to your assessor.

Include any supplementary documents/sources used in the meeting, such as: 

§  Organisational documents such as business plans, reports or similar, with relevant objectives and practices about the organisation’s existing guide to organisational change

§  Printed or online sources relevant to issues, practices, or requirements, including government websites in relation to communication

Use your workplace/organisation’s template(s) to complete this task or use the Strategic Audit Template as part of and the Change Management Project Plan Template provided at the Bounce Fitness site.

To complete this task, you must:

§  Complete a strategic audit of your organisation based on your findings from the information obtained in the SWOT Analysis and PESTLE Analysis Workplace Project Task 1.

You will need to indicate your findings as they shed light on the internal environment of your organisation

§  Develop the Change Management Project Plan template from the information and resources

This must include the following:

o   Priorities change requirements

For each activity identified, you must identify the following:

§  Key personnel responsible for the implementation of this activity

§  Resources required to implement the activity

§  Target timeframes for implementation

§  Target outcome after implementation

o   Risk management plan for change to be undertaken

This form outlines the following:

• Resources you are required to access to complete the task. 
• All criteria your submission must address to satisfactorily complete this task.

You assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Review the template(s) you will use to complete this task. If you are using template(s) from your workplace/organisation, discuss with your assessor to ensure that the template(s) covers all requirements that apply to this task. Otherwise, complete the Strategic Communication Audit template as part of and the Change Management Project Plan template provided at the Bounce Fitness site.

Submit the partially completed Change Management Project Plan to your assessor.

Relevant managers are the required personnel responsible with embedding the change into the organisation.

These can include:

o   Board members

o   Department heads

o   General managers of different work team

Use your workplace/organisation’s template to complete this task or use the Communication Plan template as part of the Change Management Project Plan template provided at the Bounce Fitness site.

Note: If you are to use your workplace/organisations template, make sure you show evidence of the following in your plan.

You will be assessed on your practical skills to:

§  Develop a Communication Plan to implement the Change Management Project Plan developed in Workplace Project Task 2.

You must obtain approval from all relevant managers before concluding the discussion.

§  Discuss and seek information using appropriate structure and language

§  Using active questioning and listening to clarify and confirm understanding

After the consultation, you must partially complete the ‘Communication Plan’ section of the Change Management Project Plan with information discussed during consultation.

Leave the ‘Actual date of Implementation’ and ‘Actual Outcome’ of Communication Plan blank. This will be completed in a future task.

Review Workplace Project Task 3 – Observation Form before starting this task. This form outlines all the practical skills you need to demonstrate to satisfactorily complete this task. Your assessor will also discuss with you the practical skills outlined in this form prior to the assessment.

Submit partially completed Communication Plan.

To complete this task, you must:

§  Arrange activities for delivery of each action item listed in the Communication Plan developed in Workplace Project Task 3.

§  Manage activities for delivery of each action item listed in the Communication Plan developed in Workplace Project Task3.

§  Update the following columns of your Communication Plan following your implementation:

o   Actual implementation date

o   Actual outcome/ status update

Review Workplace Project Task 4 – Assessor’s Checklist before starting this task.

This form outlines all the practical skills you need to demonstrate to satisfactorily complete this task. Your assessor will also discuss with you the practical skills outlined in this form prior to the assessment.

This form outlines the following:

• Resources you are required to access to complete the task. 
• All criteria your submission must address to satisfactorily complete this task.

You assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

You will need to submit an updated Communication plan to your assessor.

Additionally, you will need to submit evidence that you have arranged and managed each action item outlined in the Communication Plan to your assessor.

Samples of evidence of arranging and managing can be:

§  Questionnaires/surveys with stakeholder feedback

§  Copies of email correspondence with relevant stakeholders

§  Photos or videos from the workplace demonstrating implementation of the action item

§  Copies of instructions provided to relevant stakeholders on how to implement the specific action item (e.g. instructions for conducting consultations)

§  Evidence of communication/consultation to key personnel and/or stakeholders

Use your workplace/organisation’s template to complete this task or use the Communication Plan as part of the Change Management Project Plan template provided at the Bounce Fitness site.

Note: If you are to use your workplace/organisations template, make sure you show evidence of the following in your plan.

Your assessor will observe you as you demonstrate practical skills to:

§  Assess performance of implemented communication plan against objectives of Change Management Project Plan.

§  Identify at least two barriers to change that affected the outcome of Communication Plan implemented in Workplace Project Task 4.

§  Discuss prescribed mitigation strategy to address barriers based on Mitigation Plan developed in Workplace Project Task 2.

Review Workplace Project Task 5 – Observation Form before starting this task.

This form outlines all the practical skills you need to demonstrate to satisfactorily complete this task. Your assessor will also discuss with you the practical skills outlined in this form prior to the assessment.

This form outlines the following:

• Resources you are required to access to complete the task. 
• All criteria your submission must address to satisfactorily complete this task.

IMPORTANT!

If you are communicating outcomes and trends based on an existing workplace Communication Plan from your organisation, you must submit copies of documents used to identify the barriers and outcomes. Adapt this based on the requirements of your task.

You are to complete the Mitigation Plan which is incorporated in the Change Management Project Plan Template.

To complete this task, you must:

§  Implement action items to address barriers to change as outlined in the Mitigation Plan.

§  After implementing the actions, update the following sections of the Mitigation Plan:

o   Actual Date of implementation

o   Revised Risk Rating.

Review Workplace Project Task 6 – Assessors Checklist before starting this task.

This form outlines all the skills you need to demonstrate to satisfactorily complete this task. Your assessor will also discuss with you the practical skills outlined in this form prior to the assessment.

This form outlines the following:

• Resources you are required to access to complete the task. 
• All criteria your submission must address to satisfactorily complete this task.

You assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Submit the completed Mitigation Plan to your assessor.

Additionally, you must submit evidence that you have implemented each mitigation strategy to address barriers.

Evidence can include:

§  Email correspondence

§  Meeting minutes

§  Video recording of the meeting conducted with the stakeholders

Prior to commencing this task, you must:

• Have completed all Workplace Project Tasks 1-6; or
• Have access to your organisation/workplace’s change management project plan other than the one developed for this assessment

To complete this task, you must:

§  Access and review Communication Plan that you updated in Workplace Project Task 4.

§  Identify at least two areas of improvement in the Plan, based on your changes implemented in Workplace Project Task 6.  

o   If you’re referring to the Change Management Project Plan from this project assessment, you can base your areas of improvement on any of the following:

·         Areas of improvement identified from Workplace Project Task 5

o   If you’re referring to the Change Management Project Plan from your own workplace, you can base your areas of improvement on any of the following

·         Any other areas you find from the Change Management Project Plan that require modification

§  Modify the section in the Change Management Project Plan document based on your findings. Outline the modifications done using the version control section of your Change Management Project Plan document.

This form outlines the following:

• Resources you are required to access to complete the task. 
• All criteria your submission must address to satisfactorily complete this task.

You assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Review the template(s) you will use to complete this task. If you are using a template from your workplace/organisation, discuss with your assessor to ensure that the template covers all requirements that apply to this task.

Submit the modified Change Management Project Plan to your assessor.

IMPORTANT!

If you are modifying a Change Management Project Plan from your own workplace/organisation, submit a copy of the Change Management Project Plan as supplementary evidence.