Learner Assessment Pack BSBLDR601 Lead and mange organisational change Learner Assessment Pack Precision Group (Australia) Level 13, 269 Wickham St, Fortitude Valley 4006 Email: info@precisiongroup.com.au Website: www.precisiongroup.com.au © 2020 Precision Group (Australia) BSBLDR601 - Lead and Manage organisational change (Release 1) Overseas Student Information Copying for Educational Purposes If you are an overseas student and you have a problem with your school or college that you haven’t been able to fix, the Overseas Students Ombudsman might be able to help. The Ombudsman is a free complaint investigation service, available to people on student visas who are studying with private providers. You can read more about what the Ombudsman does, or make a complaint online, by visiting www.ombudsman.gov.au. 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However, you should conduct your own enquiries and seek professional advice before relying on any fact, statement or matter contained in this document. Precision Group (Australia) is not responsible for any injury, loss or damage as a result of resource included or omitted from this material. Information in this course material is current at the time of publication. These terms are subject to the conditions prescribed under the Australian Copyright Act 1968. 2 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Version Control & Document History Date Summary of modifications Version 22 December 2020 Version 1 final produced following assessment validation. 1.0 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 3 Learner Assessment Pack Table of Contents Assessment Delivery ............................................................................................................................... 5 Learner Information ................................................................................................................................ 6 Steps for Learners ................................................................................................................................... 8 Reasonable Adjustment .......................................................................................................................... 9 Resources Required for Assessment..................................................................................................... 10 Accessing Intranet Pages and External Links ........................................................................................ 12 Assessment Agreement ........................................................................................................................ 13 Assessment Tasks.................................................................................................................................. 15 Short Answer Questions ......................................................................................................... 17 Practical Assessment .............................................................................................................. 30 Workplace Project Assessment..................................................................................................... 31 Project Overview ....................................................................................................................... 31 Task 1: Conduct Meeting in Relation to Organisational Change .............................................. 33 Task 2: Develop Change Management Project Plan ................................................................. 35 Task 3: Develop Communication Plan....................................................................................... 37 Task 4: Arrange and Manage Communication Plan .................................................................. 38 Task 5: Identify Barriers to Change ........................................................................................... 39 Task 6: Implementation of Mitigation Plan .............................................................................. 40 Task 7: Modify Change Management Project Plan ................................................................... 41 Assessment Workbook Checklist .......................................................................................................... 43 Assessment Workbook Checklist............................................................................................. 44 Recording .............................................................................................................................................. 46 Record of Assessment ............................................................................................................ 47 4 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Learner Assessment Pack Assessment Delivery BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 5 Learner Assessment Pack Learner Information This Learner Assessment Pack is designed for you to complete the assessment for BSBLDR601 - Lead and manage organisational change (Release 1). It may refer to your own workplace/organisation, or to a simulated business provided by your assessor. The assessment tasks include Short Answer Questions where you need to demonstrate your knowledge and understanding of the unit, and the Practical Assessment, where you need to demonstrate your skills required in the unit. It is recommended that you complete the Practical Assessments in your own workplace/organisation. If you don’t have access to a real workplace, you can complete the assessment in a simulated environment where resources and conditions similar to a workplace must be accessed. Ensure to discuss this with your assessor prior to commencing with the assessment. Each Learner Assessment Pack is made up of four parts: Assessment Delivery Learner Information Steps for Learner Assessment Agreement Assessment Tasks Assessment Tasks, including: ▪ Short Answer Questions ▪ Practical Assessment Assessment Workbook Checklist Assessment Workbook Checklist Recording Record of Assessment 6 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Before you commence your assessment, ensure that you have a good knowledge of the subject, have thoroughly read your Learner Resource, and clearly understand the assessment requirements and the expectations of the industry to which the assessment is related. Assessments are designed to be completed using your industry/organisation, but your Registered Training Organisation (RTO) may assist you by contextualising the unit to be completed in a simulated workplace environment. You will be required to demonstrate knowledge and skills which must be observed directly by your assessor. Where the observation task may be difficult for the assessor to directly observed, a video recording of the practical observation task must be submitted as supplementary evidence. Verification from at least one third-party signatory, and preferably two or more witnesses is required to confirm your demonstration of these practical knowledge and skills. These witnesses would usually be your current or recent supervisors, or your assessor. The practical assessment tasks may be completed using your own workplace, a simulated environment, or a mix of both, as instructed by your assessor. To contextualise this assessment to your industry/organisation, you may be asked by your assessor to provide additional information based on your industry/organisation. Instructions are given for each task. If you have questions, or unclear how to proceed, consult with your assessor. Records of all aspects of the assessment must be kept in your Learner Assessment Pack The record of assessment is a legal document and must be signed, dated, and a copy stored as required by your Registered Training Organisation (RTO). BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 7 Learner Assessment Pack Steps for Learners Your Learner Assessment Pack: 1. Upon receiving your Learner Assessment Pack, discuss with your assessor the expectations and requirements of this assessment. You may also need to supply contact details of one or two work referees who can confirm your skills in the industry. Discuss with your assessor if you intend to undertake the practical assessment tasks based on your employing organisation, in a simulated business, or in a mix of both. 2. Your Learner Assessment Pack is where you will get the task information. Complete each task as instructed using either your own workplace, or using a simulated business, as discussed with your assessor. 3. After you complete your assessment, gather and submit your evidence documents as detailed in the task(s) in the timeframe agreed with your assessor. Your assessor will advise you if there are any further steps for you to take to satisfactorily complete this assessment. 8 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Reasonable Adjustment Adapted Reasonable Adjustment in teaching, learning and assessment for learners with a disability November 2010 - Prepared by - Queensland VET Development Centre Reasonable adjustment in VET is the term applied to modifying the learning environment or making changes to the training delivered to assist a learner with a disability. A reasonable adjustment can be as simple as changing classrooms to be closer to amenities or installing a particular type of software on a computer for a person with vision impairment. Why make a reasonable adjustment? We make reasonable adjustments in VET to make sure that learners with a disability have: ▪ The same learning opportunities as learners without a disability, and ▪ The same opportunity to perform and complete assessments as those without a disability. Reasonable adjustment applied to participation in teaching, learning and assessment activities can include: ▪ Customising resources and assessment activities within the training package or accredited course ▪ Modifying the presentation medium ▪ Learner support ▪ Use of assistive/adaptive technologies ▪ Making information accessible both before enrolment and during the course ▪ Monitoring the adjustments to ensure learners needs continue to be met Assistive/Adaptive Technologies Assistive/Adaptive technology means ‘software or hardware that has been specifically designed to assist people with disabilities in carrying out daily activities’ (World Wide Web Consortium - W3C). It includes screen readers, magnifiers, voice recognition software, alternative keyboards, devices for grasping, visual alert systems, digital note-takers. IMPORTANT: Reasonable adjustment made for collecting learner assessment evidence must not impact on the standard expected by the workplace, as expressed by the relevant unit(s) of competency. For example, if the assessment were gathering evidence of the learner’s competency in writing, allowing the learner to complete the assessment verbally would not be a valid assessment method. The method of assessment used by any reasonable adjustment must still meet the competency requirements. BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 9 Learner Assessment Pack Resources Required for Assessment. To complete the Practical Assessment tasks, you will require access to: ▪ Computer with internet and email access and a working web browser ▪ Installed software: Word, Adobe Acrobat, Excel, cloud based technology ▪ A workplace, or a simulated workplace environment that will allow you access to: o o Relevant information… • Resources for organisational change management • Context of information required • Organisational vision, mission and value statements • Performance statements • Strategic workforce plans Workplace documentation relevant to organisational change This can include: o • Business and communication plans • Feedback surveys and forms • Meeting minutes • Reports • Service-level agreements (SLAs) • 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 People, including: • At least two relevant stakeholders 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. • At least two experts Experts refers to individuals or groups who have knowledge and experience in implementing the required change in organisation. 10 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack • At least two specialists Specialists refers to subject matter specialists who have expertise over a specific aspect of the business that is affected by your identified change. • Relevant manager Relevant managers are the required personnel responsible with embedding the change into the organisation o Opportunity to: • Develop, implement and evaluate a change management project plan BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 11 Learner Assessment Pack Accessing Intranet Pages and External Links Workplace Simulation Throughout this unit you will be required to access workplace documents such as policies and procedures, HR forms, and various templates. You will need to access these as you move through this unit of competence. If you do not have access to these documents in your workplace, you can access Bounce Fitness, the simulated business which has been created for these tasks. You can find Bounce Fitness at this link: https://bouncev1.precisiongroup.com.au/ Login with the following details: Username: mentorlearner Password: mentor@123 Please note: The log in details ARE case sensitive. Be sure to input exactly what is written above. 12 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Assessment Agreement Instructions: Discuss and accomplish this section with your assessor before commencing then sign the confirmation at the end of this Agreement. Please tick at least one of the following for each section: ü Delivery Method Classroom Small Group One-on-One Online Other (please describe) Assessment Pathway (for Practical Assessment) Learner’s Organisation (Pre-assessment meeting conducted) Simulated Workplace Environment (Contextualised by RTO) BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 13 Learner Assessment Pack Assessment Conditions Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry. This includes access to: Workplace documentation and resources relevant to organisational change management. Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards. I confirm that the activities and assessment completed as part of this unit are my own work, and comply with all relevant copyright and plagiarism rules. I understand that if there is any doubt of the authenticity of any piece of my assessment, I can be orally examined, and the signatory of evidence records may be contacted. Learner’s name Learner’s signature Date Assessor’s name Assessor’s signature Date End of Assessment Agreement 14 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Learner Assessment Pack Assessment Tasks BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 15 Learner Assessment Pack Tasks Complete all tasks in this assessment as instructed. If you have questions, consult with your assessor. Contextualisation of Assessments by RTOs Contextualisation is the process of modifying assessment tools to make learning more meaningful for your learners and their employers. Precision Group (Australia) recommends that your RTO contextualise the assessment tools to suit particular industry requirements and specific organisational requirements before using them. Contextualisation must retain the integrity of the assessment and the outcome of the unit of competency. 16 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Short Answer Questions Question 1: In the table below, identify one event and one trend that may impact on the achievement of the organisational objective. ▪ Name an event for the objective ▪ Name a trend for the objective ▪ Explain how each event and trend affects the achievement of the objective Objective 1: Resolve all customer complaints submitted via all channels within 48 hours of filing Event Trend Explanation of How Event Affects Achievement of Objective Explanation of How Trend Affects Achievement of Objective BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 17 Learner Assessment Pack Question 2 When analysing and interpreting information about an organisation’s internal and external environments, there are two tools that can be used as cost-benefit methods. Complete each table below by: ▪ Defining what each letter signifies ▪ Providing a brief explanation of each signified letter Definition Explanation Definition Explanation S W O T P E S T L E 18 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Question 3 Answer the following questions regarding risks to organisational change. Briefly explain each of the following requirements to assess risk Requirements to assess Risk Explanation Likelihood Consequence Risk Rating Priority Rating Complete the table below: ▪ Identify two common barriers to change ▪ Identify at least one mitigation strategy for each barrier ▪ Explain how each mitigation strategy addressed barrier to change Barriers to Change Mitigation Strategies to Address these Barriers Explain of How Mitigation Strategy Addresses Barrier to Change a. b. BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 19 Learner Assessment Pack Question 4 Read the following scenario about a Flower Delivery business Rose acquired a Flower Delivery business almost a year ago. When Rose started, she had established a vision for the existing business on expanding it by exceeding customer expectations. It was successful and her business doubled in a short time. Customers were returning to “Blooms” repeatedly and recommending friends and family. In the last three months, she has noticed a decline in orders and regular customers not calling. She did implement a growth strategy for her staff at this time which involved them contacting every customer, 24 hours after for their feedback. Some of her staff were positive about this but one was very resistant. Rose informed them all they would just have to do it as it was a requirement of the job and as a team. Rose did hear a comment about this staff member being abrupt with a customer. She is now wondering if this could be impacting her decline in business Rose needs to take action to make a change and turn her business around. Rose wants to improve communication and educate her staff about how this benefits them and the customers. • Answer the following questions based on the Communication Plan • Complete the Communication Plan, briefly answering the components in relation to the scenario. a. Identify at least two possible experts Rose can consult to improve her staff training a. b. 20 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Communication Plan Components Explanation a. Communication strategy b. Target Audience c. Personnel Responsible d. Key Message e. Communication method to be used f. Frequency BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 21 Learner Assessment Pack Question 5 Complete the table below by explaining each requirements of an education plan. Training Need Analysis Components a. Training Strategy b. Target Audience c. Facilitator d. Expected Timeframe e. Expected Outcome 22 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Explanation Learner Assessment Pack Question 6 Complete the table below by providing by doing the following: ▪ Identify the eight steps of Kotter’s 8-Step Change Process ▪ Briefly explain how each step can be implemented in a workplace Kotter’s 8-Step Change Management Process Explanation of How Each Step if Implemented in a Workplace a. b. c. d. BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 23 Learner Assessment Pack e. f. g. h. 24 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Question 7 The DREC curve is change cycle that described the four stages individuals go through as they adjust to an organisational change. Complete the table below. To do this you must: ▪ Identify the four stages of the DREC curve ▪ Using your own words, briefly explain what a change leader must do during each stage of the DREC curve Stages of DREC Curve Explanation of How Each Step if Implemented in a Workplace a. b. c. d. BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 25 Learner Assessment Pack Question 8 Identify two strategies for embedding change within an organisation. Provide an explanation for each of the identified strategies. Strategies for Embedding Change a. b. 26 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Explanation Learner Assessment Pack Question 9 Read the following scenarios and answer the questions that follow Scenario 1 Bounce Fitness is attempting to set up feedback sessions to get the insight of employees regarding the organisational change they will be undertaking. This is the first time the employees are being given an opportunity for feedback, since Bounce Fitness usually employs one-way communication between management and employees. Complete the table by doing the following: i. Identify the change strategy being implemented ii. Identify one organisational behaviour that would affect the application of the following change strategy iii. Briefly explain how the identified organisational behaviour impacts the application of the change strategy Change Strategy Organisational Behaviour Impact of Organisational Behaviour on Change Strategy BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 27 Learner Assessment Pack Scenario 2 Bounce Fitness is adapting a new application for its Point of Sales system. It’s a new application developed to ensure smoother transaction using a cloud system. However, the new application has also enticed numerous fitness centres. Due to the high demand, the current developers are having a hard time sustaining server for the application. Complete the table by doing the following: i. Identify the change strategy being implemented ii. Identify one external environment factor that would affect the implementation of the identified change strategy iii. Briefly explain how the external environment factor impacts the application of the change strategy Change Strategy 28 External Environment Factor Impact of External Environment on Change Strategy BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Question 10 In your own words, describe each of the following components of a change management project plan. Change Management Project Plan Components Description a. Scope b. Roles and Responsibilities c. Communication Strategy BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 29 Learner Assessment Pack Practical Assessment The Practical Assessment is a set of tasks that must be completed in a workplace, or in an environment with conditions similar to that of a real workplace. 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! 30 ▪ 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. BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Workplace Project Assessment Project Overview This workplace project assessment requires you to develop and implement a Change Management Project Plan to lead and manage organisational change. 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. BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 31 Learner Assessment Pack You are required to: ▪ 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. 32 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Task 1: Conduct Meeting in Relation to Organisational Change ASSESSMENT INSTRUCTIONS You are to create the minutes of a meeting with key stakeholders, experts and specialists to analyse at least one organisational change. 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 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 33 Learner Assessment Pack 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 you have developed the minutes of your meeting complete the “SWOT Analysis” and “PESTLE Analysis” sections of the Change Management Project Plan. 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 the Assessment Submission Folder. 34 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Task 2: Develop Change Management Project Plan ASSESSMENT INSTRUCTIONS This task will require you to develop a Change Management Project Plan to lead and manage organisational change. 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: o ▪ Key personnel responsible for the implementation of this activity ▪ Resources required to implement the activity ▪ Target timeframes for implementation ▪ Target outcome after implementation Risk management plan for change to be undertaken BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 35 Learner Assessment Pack Review the template(s) you will use to complete this task. Complete the Strategic Communication Audit template and the Change Management Project Plan template provided at the Bounce Fitness site. Submit the partially completed Change Management Project Plan to the Assessment Submission Folder. 36 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Task 3: Develop Communication Plan ASSESSMENT INSTRUCTIONS You are to develop a Communication Plan to implement the Change Management Project Plan developed in Workplace Project Task 2. 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. ▪ 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. Submit partially completed Communication Plan to the Assessment Submission Folder. BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 37 Learner Assessment Pack Task 4: Arrange and Manage Communication Plan ASSESSMENT INSTRUCTIONS This task will require you to create a schedule showing how you will arrange and manage action items of the Communication Plan as part of the Change Management Projection Plan into the organisation. An example is shown below: 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 You will need to submit an updated Communication plan with your schedule added to the plan to the Assessment Submission Folder. 38 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Task 5: Identify Barriers to Change ASSESSMENT INSTRUCTIONS Create a presentation that you will use to consult with key personnel regarding the implementation of the Communication Plan from Workplace Project Task 4 to identify barriers to change. Refer to 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. Include in your presentation how you will: ▪ 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. Your presentation will be a minimum of 10 slides and must include an overview of the organisation and the identified drivers of change for the organisation. 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. Upload your presentation to the Assessment Submission Folder. BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 39 Learner Assessment Pack Task 6: Implementation of Mitigation Plan ASSESSMENT INSTRUCTIONS This task will require you to Implement Mitigation Plan as a response to the two identified barriers to change identified in Workplace Project Task 5. 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. Submit the completed Mitigation Plan to the Assessment Submission Folder. 40 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Task 7: Modify Change Management Project Plan ASSESSMENT INSTRUCTIONS This task requires you to modify the Communication Plan based on the Mitigation Plan from Task 6, as part of your Change Management Project Plan. Prior to commencing this task, you must: ▪ Have completed all Workplace Project Tasks 1-6; or 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: • 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 • ▪ Areas of improvement identified from Workplace Project Task 5 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. BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 41 Learner Assessment Pack 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 the Assessment Submission Folder. 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. 42 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Learner Assessment Pack Assessment Workbook Checklist BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 43 Learner Assessment Pack Assessment Workbook Checklist Instructions: Your assessor will review your submissions against the checklist below. This section is to be completed by your assessor. The learner has completed the Short Answer Questions in this workbook Short Answer Questions The learner has completed the Practical Assessments in this workbook and has submitted all the required evidence: ✓ ✓ Workplace Project Assessment Task 1: Meeting in Relation To Organisational Change 44 SWOT Analysis PESTLE Analysis BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Task 2: Develop Change Management Project Plan Updated Change Management Project Plan Task 3: Communication Plan Communication Plan Task 4: Arrange and Manage Communication Plan Communication Plan with actioned columns Task 5 Identify barriers in response to change Presentation Task 6: Implementation Mitigation Plan Update Mitigation Plan Task 7: Modify Change Management Project Plan Updated Change Management Project Plan with version control BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 45 Learner Assessment Pack Learner Assessment Pack Recording 46 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Record of Assessment Instructions: This section is to be completed by your assessor. Assessment Details Learner Course Code Unit of Competency BSBLDR601 - Lead and manage organisational change Assessor Name RTO BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 47 Learner Assessment Pack Satisfactory Needs more evidence Short Answer Question 1 Short Answer Question 2 Short Answer Question 3 Short Answer Question 4 Short Answer Question 5 Short Answer Question 6 Short Answer Question 7 Short Answer Question 8 Short Answer Question 9 Short Answer Question 10 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 Assessment Activity Short Answer Questions Workplace Project Assessment 48 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Context Details Satisfactory Needs more evidence Supervisor/Observer Verification Log Supervisor/Observer Name Role in the Assessment Contact Details Date of Contact Supervisor/Observer verifies the learner’s submissions Yes No Yes No Yes No Yes No Assessor’s Comments Remarks/feedback BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 49 Learner Assessment Pack Details of further evidence required 50 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) Learner Assessment Pack Please tick the appropriate box. Comments and further action required are noted in the Learner Assessment Pack Results discussed and agreed to by the learner Yes No You have the right to appeal the outcome of your assessment. Competent The Learner is Not Yet Competent Assessor’s signature Date signed I further confirm that I have verified the learner’s submissions by contacting the learner’s supervisor and/or observer whose names appear in the Supervisor/Observer Verification Log above. After reassessment, the Learner is: Competent Assessor’s signature Date signed Not Yet Competent Learner’s Comments The signature confirms that I have submitted all my own work, and agree with the assessment decision and feedback. Learner’s signature Date signed BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia) 51 Learner Assessment Pack End of Document 52 BSBLDR601 - Lead and manage organisational change (Release 1) Learner Assessment Pack Produced 22 December 2020 © Precision Group (Australia)