Learner Assessment Pack
BSBLDR601
Lead and mange organisational change
Precision Group (Australia) Level 13, 269 Wickham St, Fortitude Valley 4006 Email: [email protected] Website: www.precisiongroup.com.au
© 2020 Precision Group (Australia)
BSBLDR601 – Lead and Manage organisational change (Release 1) |
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Copyright Notice
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Disclaimer
Precision Group (Australia) has made a great effort to ensure that this material is free from error or omissions. 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. |
Version Control & Document History
Date |
Summary of modifications |
Version |
22 December 2020 |
Version 1 final produced following assessment validation. |
1.0 |
Table of Contents
Resources Required for Assessment. 10
Accessing Intranet Pages and External Links 12
Workplace Project Assessment 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
Learner Assessment Pack
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
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).
Your Learner Assessment Pack:
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.
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.
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.
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.
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:
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:
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.
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
Opportunity to:
Develop, implement and evaluate a change management project plan
Accessing Intranet Pages and External Links
Throughout this workbook, you will be asked to access specific pages from the simulated business, Bounce Fitness. Links to these pages are formatted in Blue Text.
To access these, hold the Ctrl key for Windows users while clicking on these links. For Mac users, directly click the link.
The simulated business, Bounce Fitness, can be accessed by going to http://bouncefitness.precisiongroup.com.au.
Login to Bounce Fitness using the username and password provided by your Registered Training Organisation (RTO).
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: |
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Delivery Method |
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Classroom |
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Small Group |
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One-on-One |
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Online |
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Other (please describe) |
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Assessment Pathway (for Practical Assessment) |
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Learner’s Organisation (Pre-assessment meeting conducted) |
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Simulated Workplace Environment (Contextualised by RTO) |
Assessment Conditions |
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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. |
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Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards. |
End of Assessment Agreement
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.
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 |
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Objective 1: | Resolve all customer complaints submitted via all channels within 48 hours of filing | |
Event |
Explanation of How Event Affects Achievement of Objective |
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Trend |
Explanation of How Trend Affects Achievement of Objective |
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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 |
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Definition |
Explanation |
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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 |
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Barriers to Change |
Mitigation Strategies to Address these Barriers |
Explain of How Mitigation Strategy Addresses Barrier to Change |
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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. |
Identify at least two possible experts Rose can consult to improve her staff training |
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Communication Plan Components |
Explanation |
Communication strategy |
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Target Audience |
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Personnel Responsible |
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Key Message |
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Communication method to be used |
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Frequency |
Question 5 |
Complete the table below by explaining each requirements of an education plan. |
Training Need Analysis Components |
Explanation |
Training Strategy |
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Target Audience |
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Facilitator |
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Expected Timeframe |
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Expected Outcome |
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 |
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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 |
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Question 8 | |
Identify two strategies for embedding change within an organisation. Provide an explanation for each of the identified strategies. | |
Strategies for Embedding Change |
Explanation |
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Question 9 |
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Read the following scenarios and answer the questions that follow |
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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. |
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Complete the table by doing the following: Identify the change strategy being implemented Identify one organisational behaviour that would affect the application of the following change strategy Briefly explain how the identified organisational behaviour impacts the application of the change strategy |
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Change Strategy |
Organisational Behaviour |
Impact of Organisational Behaviour on Change Strategy |
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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. |
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Complete the table by doing the following:
Identify the change strategy being implemented Identify one external environment factor that would affect the implementation of the identified change strategy Briefly explain how the external environment factor impacts the application of the change strategy |
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Change Strategy | External Environment Factor | Impact of External Environment on Change Strategy |
Question 10 | |
In your own words, describe each of the following components of a change management project plan. | |
Change Management Project Plan Components |
Description |
Scope |
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Roles and Responsibilities |
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Communication Strategy |
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. |
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: 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. |
Task 1: Conduct Meeting in Relation to Organisational Change
ASSESSMENT INSTRUCTIONS |
Your assessor will observe you as you conduct 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 |
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: Management decisions in relation to change Organisational objectives Performance gaps Change opportunities 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 |
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: 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 Risk management plan for change to be undertaken |
Review Workplace Project Task 2 – Assessor’s Checklist before starting this task.
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. |
Task 3: Develop Communication Plan
Task 4: Arrange and Manage Communication Plan
Task 5: Identify Barriers to Change
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: Actual Date of implementation 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 |
Task 7: Modify Change Management Project Plan
Review Workplace Project Task 7 – Assessor’s Checklist before starting this task.
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. |
Learner Assessment Pack
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 |
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Short Answer Questions |
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The learner has completed the Practical Assessments in this workbook and has submitted all the required evidence: |
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Workplace Project Assessment | ||||
Task 1: Meeting in Relation To Organisational Change | ||||
SWOT Analysis |
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PESTLE Analysis |
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Evidence of at least two communication documents used
Specify evidence submitted:
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Video recording
Only if direct observation is not possible |
Task 2: Develop Change Management Project Plan | |
Updated Change Management Project Plan |
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Task 3: Communication Plan | |
Communication Plan | |
Video recording
Only if direct observation is not possible |
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Task 4: Arrange and Manage Communication Plan | |
Communication Plan with actioned columns |
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Evidence of arranging Communication Plan
Specify evidence submitted: |
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Evidence of managing communication plan
Specify evidence submitted: |
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Task 5 Identify barriers in response to change | |
Video recording
Only if direct observation is not possible |
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Task 6: Implementation Mitigation Plan | |
Update Mitigation Plan |
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Evidence of implementing mitigation strategies
Specify evidence submitted: |
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Task 7: Modify Change Management Project Plan | |
Updated Change Management Project Plan with version control |
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Learner Assessment Pack
Instructions: This section is to be completed by your assessor. |
Assessment Details |
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Learner |
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Course Code |
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Unit of Competency |
BSBLDR601 – Lead and manage organisational change |
Assessor Name |
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RTO |
Assessment Activity |
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Needs more evidence |
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Short Answer Questions |
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Short Answer Question 1 |
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Short Answer Question 2 |
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Short Answer Question 3 |
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Short Answer Question 4 |
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Short Answer Question 5 |
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Short Answer Question 6 |
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Short Answer Question 7 |
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Short Answer Question 8 |
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Short Answer Question 9 |
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Short Answer Question 10 |
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Workplace Project Assessment |
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Task 1: Conduct Meeting in Relation to Organisational Change |
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Task 2: Develop Change Management Project Plan |
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Task 3: Develop Communication Plan |
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Task 4: Arrange and Manage Communication Plan |
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Task 5: Identifying Barriers to Change |
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Task 6: Implement Mitigation Plan |
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Task 7: Modify Change Management Project Plan |
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Context Details |
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Needs more evidence |
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Supervisor/Observer Verification Log |
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Supervisor/Observer Name |
Role in the Assessment |
Contact Details |
Date of Contact |
Supervisor/Observer verifies the learner’s submissions |
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Assessor’s Comments |
Remarks/feedback |
Details of further evidence required |
Please tick the appropriate box. |
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No |
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Comments and further action required are noted in the Learner Assessment Pack |
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Results discussed and agreed to by the learner
You have the right to appeal the outcome of your assessment. |
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The Learner is | Competent
Not Yet Competent |
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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 | Not Yet Competent | |||||
Assessor’s signature | Date signed |
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 |
End of Document