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BSBLDR601 – Lead and Manage organisational change (Release 1)

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Date

Summary of modifications

Version

22 December 2020

Version 1 final produced following assessment validation.

1.0

Discuss and accomplish this section with your assessor before commencing then sign the confirmation at the end of this Agreement.

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)



Assessment Conditions

Workplace documentation and resources relevant to organisational change management.



Name an event for the objective

Name a trend for the objective

Explain how each event and trend affects the achievement of the objective

Event

Explanation of How Event Affects Achievement of Objective

Trend

Explanation of How Trend Affects Achievement of Objective

Complete each table below by:

Defining what each letter signifies

Providing a brief explanation of each signified letter

Definition

Explanation

S

W

O

T

Definition

Explanation

P

E

S

T

L

E

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

     

     

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

Communication Plan Components

Explanation

Communication strategy

Target Audience

Personnel Responsible

Key Message

Communication method to be used

Frequency

Training Need Analysis Components

Explanation

Training Strategy

Target Audience

Facilitator

Expected Timeframe

Expected Outcome

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

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

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

     

     

     

     

     

     

     

     

Strategies for Embedding Change

Explanation

     

     

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:

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

Change Strategy

Organisational Behaviour

Impact of Organisational Behaviour on Change Strategy

     

     

     

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.

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

Change Management Project Plan Components

Description

Scope

Roles and Responsibilities

Communication Strategy

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:

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.

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

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

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

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:

Board members

Department heads

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:

Actual implementation date

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

ASSESSMENT INSTRUCTIONS

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:

Actual Date of implementation

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.

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

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.