BSBLDR601 Assessment Task 02 v1.0

Crown Institute of Business and Technology Pty Ltd ABN 86 116 018 412 National Provider No: 91371
CRICOS Provider Code: 02870D

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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

Crown Institute of Business and Technology Pty Ltd ABN 86 116 018 412 National Provider No: 91371 CRICOS Provider Code: 02870D
• 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.
4. Develop and manage an organisational change management plan.

• 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.
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.
• assess your communication and education plan against its objectives
• identify and respond to barriers to the implemented

changes/opportunities
• modify your communication/education plan meet the objectives of

the plan.
• review, evaluate and modify your change management project plan.
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
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
• 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:


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Crown Institute of Business and Technology Pty Ltd ABN 86 116 018 412 National Provider No: 91371

CRICOS Provider Code: 02870D

BSBLDR601 Lead and manage organisational change

Assessment Task 02 – Project

Information for students

• your learning resources and other information for reference

• Project Portfolio template

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

• 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

1. Carefully read the following:

This project requires you to develop and implement a change

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

• seek expert/specialist input.

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

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

BSBLDR601 Assessment Task 02 v1.0 Page 2 of 12

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

• identify the organisational requirements (including policies and

• analyse the external environment of your organisation.

• analyse the current internal environment of your organisation.

• Meet with at least two stakeholders to:

− identify new and innovative opportunities

− identify any changes required to how things are currently

BSBLDR601 Assessment Task 02 v1.0 Page 3 of 12

o agree on reporting protocols.

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

• seek expert/specialist advice about the identified

4. Develop and manage an organisational change management plan.

BSBLDR601 Assessment Task 02 v1.0 Page 4 of 12

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

• assign resources to the required changes/opportunities.

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

• develop a written change management project plan, including:

• obtain approval of your change management project plan from any

Consult with relevant personnel to seek their input for a

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

• develop a communication/education plan that:

• arrange and manage the delivery of your communication/education

BSBLDR601 Assessment Task 02 v1.0 Page 5 of 12

5. Evaluate your change management strategy

Assume a period of time has passed.

Complete Section 3 of your Project Portfolio. To do this, you need to:

• assess your communication and education plan against its objectives

• identify and respond to barriers to the implemented

• modify your communication/education plan meet the objectives of

• review, evaluate and modify your change management project plan.

6. Submit your completed Project Portfolio

BSBLDR601 Assessment Task 02 v1.0 Page 6 of 12

Assessment Task 2: Checklist

Did the student: Yes No

Identify organisation change

• explaining their organisation’s

• describing how their role and