Lead and manage organisational change

BSBLDR601 Lead and manage organisational change
Student assessment Booklet – Task 3
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 5
Copyright © 2021 RTO Works

Assessment Task Cover Sheet – Assessment Task 3

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 3: Project – Develop and manage an organisational change management plan	1st attempt __
2nd attempt __
Re-assessment __

Assessor’s Signature: __________________________________ Date: _______________
BSBLDR601 Lead and manage organisational change
Student assessment Booklet – Task 3
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 5
Copyright © 2021 RTO Works

Assessment Task 3: Develop and manage an organisational change management plan

TASK SUMMARY
In this task, you are required to demonstrate your knowledge and skills you have learned from this unit to
 Develop and manage an organisational change management plan

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 3
WHAT DO I NEED TO SUBMIT?

Section 2 of the Project Portfolio

 Risk assessment (if using a different template to the one provided in the project portfolio)

 Written change management project plan

 Email (proof of seeking approval)

 Proof of how you sought input for a communication or education plan (email and/or survey)

 Communication/education plan (if using a different format to the template provided)

 Proof of arranging and managing the delivery of communication plan

 Proof of managing one activity required to deliver the communication plan

 Assessment Task cover sheet

 Reference List and Plagiarism Check report (if applicable)

 Plagiarism check report (if applicable)

WORD LIMIT: 1,500 WORDS (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 & GUIDE  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 as mentioned in the previous page) approved by your assessor.  Read through the requirements of Section 2 of your Project Portfolio, answer all questions, provide all the required information and attach all required documents as listed above under ‘What do I need to submit?”. PART B: COMPLETE SECTION 1 OF YOUR PROJECT PORTFOLIO Complete Section 2 of your Project Portfolio. To do this, you must:
1. assess the risks associated with the changes identified in Section 1 of your Project Portfolio (Note: include at least one barrier in your organisation to change and relevant mitigation strategies). 2. assign resources to the required changes/opportunities. 3. conduct a cost-benefit analysis for the change/opportunity that was assigned the highest priority 4. develop a written change management project plan, including: a. a description of the required changes/opportunities b. resource requirements c. risk management d. recommendations for timelines. 5. obtain approval (via email) of your change management project plan from any relevant managers
Notes and guide: 1. Attach proof of your written change management project plan to this section of your portfolio.  As you write your change management project plan, use clear and precise language to suit the audience and purpose.	i

PART C: Consult with relevant personnel to seek their input for a communication/education plan

1. Consult with relevant personnel to seek their input for a communication/education plan to communicate the required changes and opportunities
Notes and guide:  You may use any communication tool (e.g. email, online survey etc) to receive input from personnel. You may need to prepare/perform multiple communications (e.g. email and online survey, etc) depending on the personnel you are communicating to.	i

Continue completing Section 2 of your Project Portfolio. To do this, you need to:
1. Develop a communication/education plan that:
a. communicates/educates relevant stakeholders about the changes
b. promotes the benefits of organisational change.
Note: You may use the template provided in the project portfolio or create a similar table using MS
Word format and attached to your project portfolio
2. Arrange and manage the delivery of your communication/education plan.
Note: Attach proof of how you arranged and managed the activities required to deliver your
communication plan in your project portfolio.

Notes and guide:
 You may use the template provide in the project portfolio in MS Word format.

Notes and guide:
Make sure you have answered all questions in Section 2. Submit to your assessor for review.
You are also required to attach certain documents as part of your evidence – review the documents you need
to attach as outlined in Section 2 of the Project Portfolio and make sure you attach these when you submit this
section.
 You will use the work done in this section of the Portfolio to review and evaluate your strategies and
change management plan.

What do I need to hand in for this task?	Have I completed this?
Section 2 of the Project Portfolio	
Risk assessment (if using a different template to the one provided in the project portfolio)	
Written change management project plan	
Email (proof of seeking approval)	
Proof of how you sought input for a communication or education plan (email and/or survey)	
Communication/education plan (if using a different format to the template provided)	
Proof of arranging and managing the delivery of communication plan	
Proof of managing one activity required to deliver the communication plan	
Assessment Task cover sheet	
Reference List and Plagiarism Check report (if applicable)	
Plagiarism check report (if applicable)	

FOR STUDENT TO COMPLETE
Assessment Task 3: Develop and manage an organisational change management plan
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
Develop and manage an organisational change management plan by:
1.	 assessing the risks associated with the changes/opportunities, including o at least one barrier in the organisation to change o relevant mitigation strategies.
2.	 assigning resources to the required changes/opportunities
3.	 conducting a cost-benefit analysis for the change/opportunity that was assigned the highest priority.
4.	 developing a written change management project plan, including: o a description of the required changes/opportunities o resource requirements o risk management o recommendations for timelines.
5.	 obtaining approval of change management project plan from any relevant managers
6.	 consulting with relevant personnel to seek their input for a communication/education plan (using any communication tool other than oral communication).
7.	 developing a communication/ education plan that: o communicates/educates relevant stakeholders about the changes o promotes the benefits of organisational change.
8.	 arranging the delivery of communication or education plan
9.	 managing the delivery of communication or education plan.
10.	Demonstrate effective oral communication skills, including:  Using listening and questioning techniques to confirm t understanding of 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.  Building and maintaining effective working relationships.
I confirm that the above self-evaluation checklist is true and correct.
Student Name:	Student Signature: