Identify organisational change requirements and opportunities

BSBLDR601 Lead and manage organisational change
Student assessment Booklet – Task 2
Version 3.0 February 2023, Approved Quality assurance & Compliance Manager
Pan Bird Pty Ltd t/a Tr4in Right l RTO Code 22281 l CRICOS Code 03618G Page 1 of 6
Copyright © 2021 RTO Works

Assessment Task Cover Sheet – Assessment Task 2

Students: Please fill out this cover sheet clearly and accurately. Make sure you have kept a copy of your work.

Unit Code / Name	BSBLDR601 Lead and manage organisational change
Name:
Date of submission:
STUDENT DECLARATION I __________________________________________________ declare that these tasks are my own work.  None of this work has been completed by any other person.  I have not cheated or plagiarised the work or colluded with any other student/s in the completion of this work.  I have correctly referenced all resources and reference texts throughout these assessment tasks.  I understand that if I am found to be in breach of the RTO’s policies, disciplinary action may be taken against me. Student Signature: ______________________________________________Date: _______________
Assessor to complete
Assessment Task Number and Title	Satisfactory/ Not satisfactory	Date	Is this a reassessment? Y/N	If yes, what attempt?
Assessment Task 2: Project – Identify organisational change requirements and opportunities	1st attempt __
2nd attempt __
Re-assessment __

Assessor’s Signature: __________________________________ Date: _______________
BSBLDR601 Lead and manage organisational change
Student assessment Booklet – Task 2
Version 3.0 February 2023, Approved Quality assurance & Compliance Manager
Pan Bird Pty Ltd t/a Tr4in Right l RTO Code 22281 l CRICOS Code 03618G Page 2 of 6
Copyright © 2021 RTO Works

Assessment Task 2: Identify organisational change requirements and opportunities

TASK SUMMARY
In this task, you are required to demonstrate your knowledge and skills you have learned from this unit to
 Identify organisational change requirements and opportunities

RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK
 Learning/Student Guide
 Project Portfolio
 Simulation Pack
Note: If you are not using the Case Study NatureCare and you wish to use an organisation that you have worked
or are currently working with, you must discuss this with your Assessor and ensure that you have access to similar
documents in the Simulation Pack such as:
 Internal Communication Policy and Procedures
 Access to a computer, printer, Internet, and email software (if required)
 MS Office application (or similar)
 A suitable place (or simulated workplace) to complete activities that replicates a business environment including
a meeting space.
IS THIS AN OPEN BOOK? YES
WHEN DO I NEED TO SUBMIT THIS TASK? END OF WEEK 2

WHAT DO I NEED TO SUBMIT?

Section 1 of your Project Portfolio
 Minutes of Meeting
 Email x 1

 Assessment Task cover sheet

 Reference List and Plagiarism Check report (if
applicable)

 Plagiarism check report (if applicable)

 Self-evaluation checklist

WORD LIMIT : 1,500 (about)

WHAT DO I NEED TO DO IF I GET SOMETHING WRONG?
If your assessor marks any of your answers as incorrect, they will talk to you about resubmission

ASSESSMENT INSTRUCTIONS AND ACTIVITIES
PART A: PREPARATION
Make sure you are familiar with the organisation you are basing this assessment on and have read through the
necessary background information. For the case study business, this is all of the documents included in the
Simulation Pack. If it’s your own business or a business where you are working or are familiar with, have your
business or case study (and supporting documentation/evaluation data) approved by your assessor.
Complete Page 4 of your Project Portfolio for this unit.
Read through the requirements of Section 1, 2 and 3 of your Project Portfolio.
PART B: COMPLETE SECTION 1 OF YOUR PROJECT PORTFOLIO
1. Complete Section 1 of your Project Portfolio. To do this, you must:

a. explain your organisation’s strategic goals/objectives.
b. describe how your role and responsibilities relate to the execution of the goals/objectives.
c. identify the organisational requirements (including policies and processes) you must follow as
you manage change.
d. analyse the external environment of your organisation.
e. analyse the current internal environment of your organisation.

PART C: MEET WITH AT LEAST TWO STAKEHOLDERS (GROUP ACTIVITY)

1. Meet with at least two stakeholders (group activity)
a. use lateral thinking and exploration (e.g. brainstorming) to:
i. identify new and innovative opportunities
ii. identify any changes required to how things are currently done in the organisation.
b. consider organisational objectives, performance gaps, business opportunities, business threats and
management decisions to choose at least three (3) major operational change requirements and
opportunities.
c. prioritise the identified changes/opportunities.
d. agree on reporting protocols.
2. Write a Minutes of Meeting to record what have been discussed.

Notes and guide:
 This meeting should take 20 minutes.
 As part of your meeting, you are required to discuss and seek information about the organisation and
change opportunities by using appropriate business language, asking questions and using active
listening techniques to clarify and confirm understanding.

 You are also required to use inclusive and collaborative techniques to negotiate the prioritisation of identified changes.  Throughout your meeting, you must demonstrate your ability to build and maintain effective working relationships.  You must adhere to requirements in the communication policy (refer to the Case Study) to agree on reporting protocols. NOTE: You will be assessed on the above.  This meeting may take place with your classmates or your assessor may play the role of one or more team members. Your assessor can provide you with more details at this step.  Make sure you follow the instructions above and meet the timeframes allocated.
3. Seek expert/specialist advice about the identified changes/opportunities and the related change management process. Write an email to an expert/specialist to seek advice on the above.
Notes and guide:  In your email, select and follow appropriate business communication protocols.  The text of the emais should be in grammatically correct English, written in an appropriate (polite, business-like) style.	i

What do I need to hand in for this task?	Have I completed this?
Section 1 of the Project Portfolio	
Minutes of Meeting	
Email x 1	
Assessment Task cover sheet	
Reference List and Plagiarism Check report (if applicable)	
Plagiarism check report (if applicable)	

FOR STUDENT TO COMPLETE
Assessment Task 2: Identify organisational change requirements and opportunities
Student’s self-evaluation checklist
In completing this assessment task, I have developed knowledge and understanding of the following (Tick if completed)	Yes or No
1.	Identify organisation change requirements and opportunities by: 1. explaining their organisation’s strategic goals/objectives 2. describing how their role and responsibilities relate to the execution of the goals/objectives 3. identifying the organisational requirements (including policies and processes) they must follow to manage change. 4. analysing the external environment of their organisation. analysing the internal environment of their organisation.
2.	use lateral thinking and exploration to: a. identify new and innovative opportunities identify any changes required to how things are currently done in the organisation.
3.	consider organisational objectives, performance gaps, business opportunities, business threats and management decisions to choose at least three (3) major operational change requirements and opportunities
4.	prioritise the identified changes/opportunities
5.	agree on reporting protocols
6.	During the meeting, demonstrate effective oral communication skills, including:  Using listening and questioning techniques to confirm that they understand the views of others correctly:  Negotiating with stakeholders using inclusive and collaborative techniques.  Using appropriate business language to discuss and seek information about the organisation and change opportunities. o Building and maintaining effective working relationships.
7.	discuss and seek information about the organisation and change opportunities by: i. using appropriate business language ii. asking questions iii. using active listening techniques to clarify and confirm understanding. iv. You are also required to use inclusive and collaborative techniques to negotiate the prioritisation of identified changes. v. Throughout your meeting, you must demonstrate your ability to build and maintain effective working relationships. vi. You will be assessed on this.

This meeting may take place in class or on line, your classmates or your assessor may play the role of one or more team members. Make sure you follow the instructions above and meet the timeframes allocated.
8.	Develop and complete proof of meeting/consultation with stakeholders
9.	Seek specialist advice about the identified changes/opportunities and the related change management process. Identify the specialist whom to consult with.
10.	Seek expert advice through an email.
11.	Complete a Report (minutes of meeting) and email (proof of seeking specialist/expert advice) and demonstrate the following writing skills: Use clear and precise language to develop information about objectives, requirements, activities and recommendations.
I confirm that the above self-evaluation checklist is true and correct.
Student Name:	Student Signature: