P R O J E CT

P O R T F OL I O

STUDENT VERSION

BSBLDR601
L e a d A n d M a n a ge O r g a n i s a t i on a l C h a n g e

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 Contents

Section 1: Identify organisational change requirements and opportunities .............................................. 4

Section 2: Develop and manage an organisational change management plan ........................................ 7
Section 3: Evaluate your change management strategy ........................................................................11

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 Student name:

Assessor:

Date:

Business this assessment is

based on:

Documentation reviewed as
preparation:

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 Section 1: Identify organisational change
requirements and opportunities

1 Provide a brief overview of the business or organisation you are basing your portfolio on.
1.1 What is the name of the business or organisation?
1.2 What is the main focus of the business?
1.3 Explain your organisation’s strategic goals (list at least two organisational objectives).

2 What role will you assume as you lead and manage organisational change?
2.1 What is your role and related responsibilities?
2.2 How does your role and responsibilities relate to the execution of your organisation’s strategic
goals?

3 Identify the organisational requirements you must follow as you manage change.
3.1 Which organisational documents (e.g. policies and procedures) provide input on how you
approach organisational change? e.g. Risk management, Record keeping, Strategic Plan etc.?
3.2 Are there any processes you need to follow (include reporting protocols to managers)?
3.3 Attach relevant documentation to this section of your portfolio.

4 Analyse the external environment of your organisation.

4.1 What is the political situation like (e.g. unrest, government support of small business,
government policies)?
4.2 What is the current and predicted economic situation (e.g. state of local and other applicable
economies, interest rates, exchange rates, employment rates etc.)?
4.3 Are there any social considerations (e.g. changing values, beliefs, attitudes and habits)?
4.4 How are technological advances affecting the business (e.g. internet, RPA, risk control)?
4.5 What are your competitors doing/achieving?
4.6 What does the market want?

5 Analyse the current internal environment of your organisation.

5.1 What are the barriers and threats to change in your organisation?
5.2 What are your organisation’s strengths that will contribute to it achieving its objectives?
5.3 What are the weaknesses in your organisation that may require change?
5.4 What new and innovative opportunities currently exist in your organisation?

6 Plan to meet with at least two stakeholders.

6.1 Who will you meet with?

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 6.2 How will you interact with the stakeholders to build and maintain effective working
relationships?
6.3 How will you use inclusive and collaborative techniques to negotiate change/opportunity
priorities?
6.4 How will you use lateral thinking and exploration to develop new and innovative ideas (e.g.
brainstorm)?

7 Complete the table to summarise the outcomes of your meeting.

Note: If not already viewed in person by your assessor, attach proof of your meeting with
stakeholders to this section of your portfolio (e.g. video of meeting).

Change/opportunity (at least How do the changes support Priority Agreed

three) the organisation’s objectives? reporting
protocol

8 Seek expert/specialist advice about the identified changes/opportunities and the related change
management process.
8.1 Who will you consult with?
8.2 What communication tool will you use to seek their advice?
Note: You may use any communication tool to consult with the expert/specialist about the
identified changes/opportunities and change management process. If not already viewed in
person by your assessor, attach proof (e.g. recording of telephone call, video of face-to-face
meeting, email trail etc.) to this section of your portfolio.

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 Attach: Organisational documentation (e.g., policies and ☐
procedures)

Proof of meeting with stakeholders ☐

Proof of specialist/expert consultation ☐

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 Section 2: Develop and manage an organisational
change management plan

1 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.
Note: you may enter relevant information into the table below, or use any other appropriate format. If
you use another format (e.g. MS Excel spreadsheet, your organisation’s risk template etc.), attach
proof to this section of your portfolio.

Risk Potential outcomes Assessment Mitigation strategy

Likelihood Impact

(scale of 1 to (scale of
4) 1 to 4)

2 Complete the table to assign resources to the required changes/opportunities.

Note: You must assign at least one resource for each change/opportunity you identified previously in this
assessment.

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 Change/opportunity Resources

3 Use an appropriate method to conduct a cost-benefit analysis for the change/opportunity that was
assigned the highest priority.

4 Use the work you’ve done in this section so far to develop a written change management project
plan. In your plan, include:
• a description of the required changes/opportunities (including their priority and cost/benefit
analysis of the highest priority change/opportunity)

• resource requirements

• risk management

• recommendations for timelines.

Note: 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.

5 Obtain approval of your change management project plan from any relevant managers.
5.1 Who will you seek approval from?
5.2 How will you obtain approval (e.g. email to CEO with plan attached, verbally at an executive
team meeting etc.)?
Note: Attach proof of how you sought approval to this section of your portfolio.

6 Consult with relevant personnel to seek their input for a communication or education plan to
communicate the required changes and opportunities (e.g. you may wish to seek input about
personnel’s learning preferences and intrinsic/extrinsic motivation factors or you may wish to seek
the executive management’s preference for how change is communicated).
Note: You may use any communication tool (other than verbal communication) to receive input from
personnel (e.g. email, online survey etc). Attach proof of how you consulted with personnel to this
section of your portfolio.
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7 Develop a communication or education plan that:
• communicates/educates relevant stakeholders about the changes

• promotes the benefits of organisational change.

Note: you may enter relevant information into the template below, or use any other appropriate
format. If you use another format (e.g. MS Word document), attach proof to this section of your
portfolio.

Change or Who must Objectives of Strategy Communication Activities required Person Timeframe
opportunity receive communication to embed or education tool to deliver the responsible for
communication or education change to be used communication pr the
or education education communication
about the (e.g. Live or education
change? demonstration of (e.g. one on one
new software) training session to
(e.g. Sales demonstrate new
staff) software)

8 Manage the delivery of your communication or education plan by:

8.1 arranging for the delivery of one planned activity (e.g. booking a meeting room for a live
demonstration)
8.2 managing the delivery of the planned activity (e.g. sending a meeting request to relevant
personnel, seeking confirmation that the activity has been completed etc.)
Note: Attach proof of how you arranged and managed the activities required to deliver your
communication plan to this section of your portfolio.

Risk assessment (if using a different template to the one ☐

provided)

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 Attach: Written change management plan ☐

Proof of seeking approval for the change management ☐

plan

Proof of how you sought input for a communication or ☐

education plan

Communication/education plan (if using a different ☐

format to the template provided)

Proof of arranging one activity required to deliver the ☐

communication plan

Proof of managing one activity required to deliver the ☐

communication plan

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 Section 3: Evaluate your change management
strategy
1 Assess your communication/education plan.
1.1 Has the plan been implemented as specified?
1.2 Have the objectives of the plan been achieved?
1.3 How have personnel responded to the changes?
1.4 What has been successful?
1.5 What requires improvement?

2 Respond to barriers to the changes/opportunities.

2.1 What barriers have been experienced in the organisation as a result of the implemented
changes (identify at least one)?
2.2 How should you respond to the barriers?
Note: Consider your organisation’s objectives and the risk management plan you developed in
Section 2 of your Project Portfolio
2.3 Attach proof of your response to the barriers to this section of your portfolio (e.g. A photo of
team lunch to thank staff and acknowledge the challenges and anxiety the change created for
them, email to suggest mentoring relationship etc.).

3 Modify your communication/education plan meet the objectives of the plan.

Note: Make sure you highlight the changes to your original plan (e.g. by using bold font). You may
enter relevant information into the template below, or use any other appropriate format. If you use
another format (e.g. MS Word document), attach proof to this section of your portfolio.

Change or Who must Objectives of Strategy Communication Activities Person Timeframe

opportunity receive communication to embed or education tool required to responsible for
communication or education change to be used deliver the the
or education communication pr communication
about the (e.g. Live education or education
change? demonstration of
new software) (e.g. one on one
(e.g. Sales staff) training session
to demonstrate
new software)

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4 Review and evaluate your change management project plan.
4.1 Has the change management project plan supported the organisation in meeting its objectives?
4.2 Are any changes required to your project plan?
4.3 Modify your change management project plan (if necessary).
Note: Attach proof of your modified change management project plan to this section of your
portfolio. Make sure you highlight the changes to your original plan (e.g. by using bold font).

Attach: Response to barriers ☐

Modified communication/education plan (if relevant) ☐

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