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BSBLDR601 Lead and manage organisational change

Assessment Task 02 – Project

Information for students

In this task, you are required to demonstrate your skills and knowledge by working
through a number of activities and completing and submitting a project portfolio.
You will need access to:

 your learning resources and other information for reference

 Project Portfolio template

 Simulation Pack (if you need a case study).

Ensure that you:

 review the advice to students regarding responding to written tasks in the

Business Works Student User Guide

 comply with the due date for assessment which your assessor will provide

 adhere with your RTO’s submission guidelines

 answer all questions completely and correctly

 submit work which is original and, where necessary, properly referenced

 submit a completed cover sheet with your work

 avoid sharing your answers with other students

Activities
Complete the following activities:

1. Carefully read the following:

This project requires you to develop and implement a change

management plan to lead and manage change in an organisation. A part
of the assessment you, you will:

BSBLDR601 Assessment Task 02 v1.0 Page 1 of 12

 analyse the internal and external environment of your organisation.

 consult and agree with relevant stakeholders to identify and

prioritise required organisational changes or opportunities that
support the organisation’s objectives.

 seek expert/specialist input.

 develop, evaluate and modify a change management project plan for

your identified changes/opportunities.

 develop, evaluate and modify strategies to communicate and/or

educate employees about the identified changes or opportunities.

Vocational education and training are all about gaining and developing
practical skills that are industry relevant and that can help you to succeed
in your chosen career. For this reason, we are giving you the choice to
base this project on your own business, one you work in or a familiar
with, or you can use the case study provided. This will mean that you are
applying your knowledge and skills in a relevant, practical and
meaningful way to your own situation!

It is important that you are able to access enough information for your
chosen business in order to be able to do your assessment. As a
minimum this should include workplace documentation relating to
change management (e.g. communication policy).
You will also need information to review and evaluate your change
management strategies (education/communication plan) and your
change management project plan. Take a look at the requirements in
Section 3 of your Project Portfolio for more information.

You will need to communicate with people who are involved with
changes or opportunities I your organisation. Your communication may
be either directly with actual staff members or fellow students/your
assessor can play the roles of relevant people/parties. Communication
can be in any appropriate format (e.g. face to face, video conference,
email) as long as it meets the requirements outlined in the Project
Portfolio.
You will be collecting evidence for this unit in a Project Portfolio. The
steps you need to take are outlined below.
2.

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.

3. Identify organisational change requirements and opportunities

Complete Section 1 of your Project Portfolio. To do this, you need to:

 explain your organisation’s strategic goals/objectives.

 describe how your role and responsibilities relate to the execution of

the goals/objectives.

 identify the organisational requirements (including policies and

processes) you must follow as you manage change.

 analyse the external environment of your organisation.

 analyse the current internal environment of your organisation.

 Meet with at least two stakeholders to:

o use lateral thinking and exploration (e.g. brainstorming) to:

 identify new and innovative opportunities

 identify any changes required to how things are currently

done in the organisation.
o consider organisational objectives, performance gaps, business
opportunities, business threats and management decisions to
choose at least three major operational change requirements
and opportunities.
o prioritise the identified changes/opportunities.
 o agree on reporting protocols.

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 will be
assessed on this.
This meeting may take place with actual people who work for/are
associated with your chosen business. Alternatively, classmates or your
assessor may play the role of one or more team members. This can either
be viewed in person by your assessor or you may like to video record the
session for your assessor to watch later. Your assessor can provide you
with more details at this step. Make sure you follow the instructions
above and meet the timeframes allocated. If this session is not viewed in
person by your assessor, you will attach proof of the meeting to Section
1 of your Project Portfolio.

Continue completing Section 1 of your Project Portfolio. To do this, you

need to

 seek expert/specialist advice about the identified

changes/opportunities and the related change management
process.

Make sure you have answered all questions in Section 1. 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 1 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 develop a
change management project plan.
Answer

1. What will be the name of company or an organization?

The name of the company will be Nature Care although the Nature care products
are being made with the natural ingredients for the better results.

1.2 What will be company mainly focused?

The organization's principle design is to foster excellent excellence healthy skin

items to address the developing requirement for made and sold skin health
management items that are made with normal and eco-accommodating fixings.
Harmless to the ecosystem bundling is additionally suggested.

1.3 Explain the main objectives of the company?

The profitability index should be increased by more than 10%.
Also to increase the sales by manufacturing more products by 15%.
2. What role will you play as an organizational transformation leader and
manager?
The Human Resources manager will play the role

2.1 Explain the job titile and responsibilities?

The job title will be the Human Resources Manager and the responsibilities are as
explained below.
• Watch as new staff is enrolled, met, and employed.

• Strategic technique interview with senior chiefs.

• Nature Care's administration and staff connections

4. Develop and manage an organisational change management plan.
Complete Section 2 of your Project Portfolio. To do this, you need to:
 assess the risks associated with the changes identified in Section 1 of
your Project Portfolio (include at least one barrier in your
organisation to change and relevant mitigation strategies).

 assign resources to the required changes/opportunities.

 conduct a cost-benefit analysis for the change/opportunity that was

assigned the highest priority

 develop 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.

 obtain approval of your change management project plan from any

relevant managers

Consult with relevant personnel to seek their input for a

communication/education plan to communicate the required changes
and opportunities.

You may use any communication tool (other than oral communication)
to receive input from personnel (e.g. email, online survey etc). You may
need to prepare/perform multiple communications depending on the
personnel you are communicating to.

Continue completing Section 2 of your Project Portfolio. To do this, you

need to:

 develop a communication/education plan that:

o communicates/educates relevant stakeholders about the
changes
o promotes the benefits of organisational change.
 arrange and manage the delivery of your communication/education
plan.
 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.
Answer

Ris Potential Outcomes Assessment Mitigation

k Strategy
Likel Imp Risk
i hoo a ct Valu
d e

Hand There is an inordinate 3 3 9 For testing

sanitizer is measure of product purposes, just
in lower available. make a couple of
demand. stock levels.
Interest in the 2 3 6 For testing
merchandise has purposes, put a
brought about a piece of your time
monetary misfortune. in the underlying
expression.
Market Most of portion of the 2 4 8 Make convincing
competiven overall industry will be extraordinary
ess has taken by contenders. offering elements
increased. to tempt
customers.
Contenders are more 2 4 8 Recruit a
gifted in advertising and superior
selling their products. showcasing
group that will
advertise your
organization in
the best way
practical.
Staff will be Workers' efficiency might 2 3 6 Representatives
demotivate endure because of their ought to be
d as a result apprehension about losing educated that they
of the RPA's their positions. won't lose their
positions.
 implementa A lot of people 1 2 3 To avoid
tion n. changing jobs. excessive
turnover,
provide
additional
perks.

Change/Opportunity Resource
s
Promote a new item, such as hand Team members in charge of
sanitizer. finance and research and
development
To reach out to customers online, use Social media manager and marketing
social media platforms. team
Install RPA to prevent billing Hardware and software for RPA
errors.
Cost
Demand: 120 customers x 10 bottles per customer per month x 12 months = 14,400 bottles
Sales: 14,400 x $4.50
Manufacturing costs: 14,400 bottles x $1.50 = $21,600 Advertising
costs: 14,400 bottles x $0.20 per bottle Manufacturing costs
($21,600)
Advertising costs
($2880) Development
cost ($20,000) Total
Cost: $44,480
Benefi
t
Yearly sales: $64,800
Benefit: $20,320 (64,800-44,480)

Management Change PlAN

For NatureCare Products, the accompanying change the board project
technique is suggested. This procedure recognizes new upgrades and
openings that will assist the organization with prevailing later on.
Change/Opportunities
Change/op How do the changes support the organisation’s Priorit y
po objectives?
rtu nity
Promote a ● Allows the organization to grow its product 1
new item, offering, drawing in extra clients.
such as hand ● Increase business productivity by selling large
sanitizer. volumes of another item.
 To reach out to ● It empowers the organization to contact more 2
customers individuals over the web and offer to them.
online, use ● Be ready to contact new objective clients and
social media offer to specialty markets.
platforms.
Install ● With invincg, the quantity of mistakes will be 3
RPA to diminished.
prevent ● With better using time productively, the
billing errors. organization will actually want to work quicker and
all the more proficiently.

Cost Benefit Analysis

Since hand sanitizer comes first, a money saving advantage investigation was
accomplished for that change. Because of the discoveries, the accompanying ends
were drawn:
Total Cost:

$44,480

Yearly sales:

$64,800

Benefit:

$20,320

According to the forecast, the company would earn $20,320 by the end of the
year.
The following resources should be required.

Change/Opportunity
Promote a new item, such as hand
sanitizer.
To reach out to customers online, use
social media platforms.
Install RPA to prevent billing errors.
Resources
Team members in charge of
finance and research and
development
Social media manager and marketing
team
Hardware and software for RPA

Risk Management
According to each change/opportunity, hazards were additionally recognized. The
danger profile and likely outcomes for each hazard are recorded underneath:
 Ris Potential
k Outcomes
Hand sanitizer is Higher chance of excessive demand on people hand
in lower demand.
Investment in the goods has resulted in a financial loss.
Market The majority of market share will be taken by competitors.
competitivene
Competitors are more skilled in marketing and selling their goods.
ss has
increased.
Staff will be Employees' productivity may suffer as a result of their fear of losing
demotivated as a their jobs.
result of the
People are changing their job simultenausly
RPA's
implementation.

Recommendation
Change/Opportunity Timeline
Promote a new item, such as hand sanitizer. 1 September, 2021 - 30 Sep,
2021
To reach out to customers online, use social media 1 Sept, 2021 - 30 Oct,
platforms. 2021
Install RPA to prevent billing errors. 1 Oct, 2021 - 30 Nov, 2021

5. Evaluate your change management strategy

Assume a period of time has passed.

If you are basing this on your own business, make sure you have data
available to review and evaluate your communication/education plan and
your change management project plan.
If you are basing this on the case study, information is provided in the
simulation pack.
 Answer.
0. Examine your correspondence and instruction procedure.
1. Has the technique been completed as arranged?
2. Have every one of the arrangement's destinations been met?
3. How have the workers responded to the changes?
4. What has functioned admirably?
5. What should be improved?
In the Finance office a mechanical interaction mechanization (RPA)
framework for invoicing was executed. After it was dispatched, there
were no issues with charging. A money individual has required 7 days of
clinical leave since the RPA framework was introduced (rather than a
normal of 1 every month before). The monetary executive was
bewildered by the new innovation when gotten some information
about the nonappearance.
Change or Who Objectiv Stra Commu Ac
opportuni must es of tegy nication tiv
ty receive commu to or iti
Commun i nication emb educatio es
cation or or ed n tool to re
educatio educati cha be used qu
n about on nge (e.g. ire
the Live d
change? demonst to
(e.g. ration of deliver
Sales new the
staff) software commu
) nication
predicti
on
(e.g. one
on one
training
session to
demonst
rate new
software)
Promote a Sales To Add Group One-on-
ensure addition meeting one
that all al
new item, Staff procedur training to
stakehol es to show
such as ders the how to sell
are aware staff’s hand
hand of the current sanitizer to
changes
sanitizer. and how procedur customers
they es using
will docume its
affect nt benefits.
them.
 To reach Marketing To make Add new Email Through
classes,
out to Assistanc certain procedur you can
that all es to learn
customers e stakehol the how to
ders present create
online, are aware procedur content for
use of the es social
social changes docume networking
and how nt for the
media they staff. networks.
will
platforms. affect
them.

Install Finance The Consult Demonstr Individualiz

RPA employe the ate ed
e
to prevent Assistant must be flaw and how to training to
at then use the
billing ease provide new RPA demonstra
with the te new
errors. new RPA training system software
and and
system. accordin software hardware
g to in a
the hands-on
demands
of the manner.

employe
es.

4.1 Has the change management project plan aided the

organization's achievement of its goals?

Indeed, the change the executives project plan was effective in accomplishing the
association's objectives on the grounds that the progressions decreased the quantity of
invoicing framework issues. Besides, the firm has had the option to build overall
revenues, enroll new clients, and extend its piece of the pie.
4.1 Do you need to make any adjustments to your project plan?

Since the venture plan was effective in distinguishing changes and conceivable outcomes
and giving execution moves toward that brought about a good result, it didn't should be
adjusted.

4.1 Make changes to your project management plan for change

management (if necessary).

It isn't important to adjust the change the executives project plan in light
of the fact that the current technique is successful and meets the
prerequisites in general.

6. Submit your completed Project Portfolio

Make sure you have completed all sections of your Project Portfolio,
answered all questions, provided enough detail as indicated and
proofread for spelling and grammar as necessary. Remember to submit
all necessary attachments as indicated.
Assessment Task 2: Checklist

Student’s name:

Completed
successfully? Comments

Did the student: Yes No

Identify organisation change

requirements and opportunities by:

 explaining their organisation’s

strategic goals/objectives

 describing how their role and

responsibilities relate to the
execution of the
goals/objectives

 identifying the organisational

requirements (including
policies and processes) they
must follow to manage change.

 analysing the
external environment
of their organisation.

 analysing the
internal environment
of their organisation.

 meeting with at least two

stakeholders to:
o use lateral thinking and
exploration to:

 identify new and

innovative
opportunities
  identify any changes
required to how things
are currently done in
the organisation.
o consider organisational
objectives, performance
gaps, business
opportunities, business
threats and management
decisions to choose at least
three major operational
change requirements and
opportunities

o prioritise the identified

changes/opportunities.
o agree on
reporting
protocols.
Develop and manage a change
management project plan by:

 assessing the risks associated

with the
changes/opportunities,
including
o at least one barrier in your
organisation to change
o relevant mitigation
strategies.

 assigning resources to the

required changes/opportunities

 conducting a cost-benefit
analysis for the
change/opportunity that was
assigned the highest priority.
 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.

 obtaining approval of your

change management project
plan from any relevant
managers

 consulting with relevant

personnel to seek their input
for a communication/education
plan (using any communication
tool other than oral
communication).

 developing a communication/
education plan that:
o communicates/educates
relevant stakeholders
about the changes
o promotes the benefits of
organisational change.

 arranging the delivery of their

communication or education
plan

 managing the delivery of their

communication or education
plan.
Evaluate their change management
strategy and plan by:

 assessing their communication/

education plan against its
objectives

 identifying and responding to

barriers to the implemented
changes/opportunities

 modifying their
communication/education plan
meet the objectives of the plan

 Reviewing, evaluating and

modifying their change
management project plan.

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.

 Building and maintaining

effective working relationships.

Task outcome:  Satisfactory  Not satisfactory

Assessor signature:
Assessor name:

Date: