Assessment Task 2 BSBLDR601 Lead and manage organisational change
Unit code and title
Learner name
Learner ID number
Learner declaration I declare that:
● I understand what is required to achieve competency in the above unit/s
● the work submitted for this assessment is my own work.
Learner signature
Date
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Assessment Task 2 BSBLDR601 Lead and manage organisational change
Assessment Task 2
Identify opportunities for operational change
Learner instructions
In this task you will identify an opportunity for operational change in an organisation. You will
consult with stakeholders to identify a suitable opportunity for change, complete a cost–benefit
analysis, complete a risk management plan and deliver a presentation to stakeholders regarding the
change opportunity.
This assessment may be performed in your workplace if you are working in a context where you
have (or are likely to have) responsibility for change management as part of your role; however, the
assessment may be based on the simulated business, Australian Hardware, if necessary. Speak to
your assessor about where you will perform this assessment.
Complete all parts of the assessment with supporting documentation as required. Submit the
assessment task in the required format and within the timeframe agreed with your assessor.
Assessment conditions
Skills in this unit must be demonstrated in a workplace or simulated environment where the
conditions are typical of those in a working environment in this industry.
This includes access to:
● workplace documentation and resources relevant to organisational change management.
Assessors of this unit must satisfy the requirements for assessors in applicable vocational education
and training legislation, frameworks and/or standards.
Required resources
For this assessment, learners will need access to:
● workplace stakeholders (or other learners if conducting the assessment in a simulated
workplace)
● a quiet area to consult with stakeholders
● organisational plans, policies and procedures; or, if conducting the assessment in a simulated
workplace, simulated policies and procedures for Australian Hardware, available at in
document “Australian Hardware Simulated Business”.
● appendices for this task:
○ Appendix 2.1: Consultation record
○ Appendix 2.2: Risk management plan.
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Assessment Task 2 BSBLDR601 Lead and manage organisational change
Procedure
Review your workplace’s operational policies and procedures, risk management and financial
information.
If completing the assessment using the simulated workplace:
● Check document “Australian Hardware Simulated Business” and review the organisational
plans, policies and procedures of Australian Hardware
● read the following scenario.
Scenario
You recently attended a meeting in which Mary Chu, Chief Operations Officer of Australian
Hardware, briefed managers on the organisation’s progress against its strategic goals in the last
two quarters. She reported the following:
● Australian Hardware continues to hold its 8% market share
● the business is confident of achieving its $3.7 billion target in sales revenue
● most stores were on track to achieve sales revenue of $27 million
● the business had registered an increase in foot traffic to stores (an average of 900 visits per
day) and a 5% increase in website visits.
She identified some performance shortfalls and opportunities:
● only 10% of existing staff have completed environmental training
● the business continued to have difficulty recruiting skilled staff, with some stores reporting
vacancy rates of 14%
● there is an opportunity to promote Australian Hardware’s environmental commitment via
the website and media campaigns
● potential to increase online sales and website functionality
● the reward and recognition program needs to be refreshed
● increase engagement with customers via annual online focus groups
● a feasibility study is needed into cybersecurity risks faced by Australian Hardware
● a project to increase staff engagement levels across the business.
Mary Chu announced two recent management decisions the board endorsed:
● scoping of Australian Hardware’s website redesign project
● the introduction of flexible work hours for administrative staff and head office managers.
She was cautiously optimistic Australian Hardware would achieve its vision of becoming the lead
hardware and home-improvement retailer in Australia in the next five years.
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Assessment Task 2 BSBLDR601 Lead and manage organisational change
1. Review your organisation’s strategic plan.
a. Identify a minimum of three key goals and the current progress against these goals.
Provide a URL for your organisation’s strategic plan (attach a hard copy if link not
available):
Provide URLs for a minimum of three internal and three external information sources
accessed to conduct the SWOT analysis
Goals and progress
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Assessment Task 2 BSBLDR601 Lead and manage organisational change
b. Begin a SWOT analysis (strengths, weaknesses, opportunities and threats) to conduct
this review.
Identify where progress against the strategic plan is on target (strengths), where there is
a performance gap (weaknesses) and where there are potential threats.
Opportunities will be assessed in Step 2.
Key strategic goal Strengths Weaknesses/gaps Threats
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Assessment Task 2 BSBLDR601 Lead and manage organisational change
c. Identify two management decisions made in the last six months that require operational
changes to be made. Limit yourself to those decisions related to the achievement of
organisational objectives.
Decision Operational change required Relationship to key strategic
goals
2. Analyse your organisation’s external and internal environments to identify three opportunities
for operational change.
Note: If completing this assessment in a simulated workplace, review the information
provided in Australian Hardware’s intranet, including the SWOT analysis included in its
business plan. You should also research the Australian retail environment to identify three
external drivers for change faced by Australian Hardware. For internal drivers, review
Australian Hardware’s business plan and the information provided by Mary Chu in the
scenario provided.
Change
opportunity
External drivers Internal drivers
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Assessment Task 2 BSBLDR601 Lead and manage organisational change
Change
opportunity
External drivers Internal drivers
Change
opportunity
External drivers Internal drivers
Details of a minimum of three information sources used to identify external drivers
Details of a minimum of three information sources used to identify internal drivers
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Assessment Task 2 BSBLDR601 Lead and manage organisational change
3. Consult with a minimum of three stakeholders to analyse and prioritise the identified change
opportunities.
a. List at least three stakeholders who should be consulted.
Stakeholder name Role Reason for consulting
b. Document the consultations using the template in Appendix 2.1. Your assessor will
observe your consultations using observation checklist 1. Read the checklist first to
ensure you understand what is required.
Note: If completing this assessment using the simulated workplace, your assessor will
identify who will play the roles of the Australian Hardware team members in the
consultation.
4. Identify a minimum of five risks or barriers that may be presented by the highest priority
change opportunity. Complete a risk management plan using your organisation’s risk
management process and risk management plan template, or the template provided in
Appendix 2.2.
5. Complete a cost–benefit analysis (CBA) for this change opportunity. Include with your
analysis:
a. direct, indirect, intangible cost and costs of potential risks of the proposed change
b. a copy of your calculations
c. any stakeholders you consulted when preparing the CBA.
Note: If using the simulated workplace, refer to Australian Hardware’s organisational chart
to identify personnel who may be assigned to the project team. Costings for salaries for
different levels of employees who may be resources on your change project are available
online from Seek.com and other recruiters when you type ‘salary surveys’ into a search
engine.
Costs for equipment or other items that may need to be procured are available from vendors.
6. Deliver a presentation to stakeholders regarding the change opportunity.
Your assessor will observe your presentation using observation checklist 2. Read the checklist
first to ensure you understand what is required.
Note: If using the simulated workplace, your assessor will arrange role-play participants who
will play the team members who will form your audience.
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Assessment Task 2 BSBLDR601 Lead and manage organisational change
Submission checklist
For this assessment task, you must submit:
● a SWOT analysis with sources consulted
● three change opportunities
● completed Appendix 2.1: Consultation record
● risk management plan (organisational template, own template or completed Appendix 2.2)
● cost–benefit analysis (CBA) with calculations and details of those consulted to generate the
CBA.
Keep copies of all documentation for use in Assessment Task 3.
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Assessment Task 2 BSBLDR601 Lead and manage organisational change
Assessment Task 2 – Observation checklist 1
Learner’s name
Learner’s ID number
Unit code and title
Assessor’s name
Supervisor’s name
Assessment overview
For the assessor: For the learner:
These observations must be conducted while the Your assessor will observe you using the criteria in
learner demonstrates performance outcomes, skills the following checklist to ensure you meet the
and knowledge required to consult with requirements of this assessment. This may be done
stakeholders. in a simulated environment.
Ensure that the environment meets health and safety Read this checklist before your practical
requirements prior to assessment. Regardless of demonstration to ensure you understand the
whether the task is simulated or performed in a real requirements.
workplace, you will need to ensure access to the
required resources as listed in the assessment
conditions of this unit on training.gov.au.
Consult with stakeholders
Date
Assessor/Supervisor initials
Observation number 1 2 Assessor
comments
a. Presents change opportunities for consideration
in a clear format
b. Takes a lead role in analysing issues and
directing discussion
c. Asks open questions to encourage all
stakeholders to contribute, e.g. ‘tell me
about…’, ‘describe…’, etc.
d. Uses inclusive (gender neutral, culturally
sensitive) language when consulting and
negotiating with stakeholders
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Assessment Task 2 BSBLDR601 Lead and manage organisational change
Consult with stakeholders
Date
Assessor/Supervisor initials
Observation number 1 2 Assessor
comments
e. Listens actively during consultation, e.g.
nodding, using verbal encouragers such as
u-huh, etc.
f. Uses collaborative techniques to gain support
for prioritisation of a change opportunity
g. Uses problem-solving skills to identify the
benefits and risks associated with the change
opportunity
h. Confirms change processes to be followed.
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Assessment Task 2 BSBLDR601 Lead and manage organisational change
Assessment Task 2 – Observation checklist 2
Learner’s name
Learner’s ID number
Unit code and title
Assessor’s name
Supervisor’s name
Assessment overview
For the assessor: For the learner:
These observations must be conducted while the Your assessor will observe you using the criteria in
learner demonstrates performance outcomes, skills the following checklist to ensure you meet the
and knowledge required to deliver a presentation to requirements of this assessment. This may be done
stakeholders. in a simulated environment.
Ensure that the environment meets health and safety Read this checklist before your practical
requirements prior to assessment. Regardless of demonstration to ensure you understand the
whether the task is simulated or performed in a real requirements.
workplace, you will need to ensure access to the
required resources as listed in the assessment
conditions of this unit on training.gov.au.
Deliver a presentation to stakeholders
Date
Assessor/Supervisor initials
Observation number 1 2
Assessor
comments
Satisfactory/Unsatisfactory S U S U
a. Matches content to the audience’s level of
understanding
b. Uses a logical presentation structure
c. Uses clear and precise language (including
avoiding unnecessary jargon or technical terms)
d. Speaks confidently and clearly
e. Uses visual aids, such as graphics, diagrams and
graphs to explain concepts and numeric data
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Assessment Task 2 BSBLDR601 Lead and manage organisational change
Deliver a presentation to stakeholders
Date
Assessor/Supervisor initials
Observation number 1 2
Assessor
comments
Satisfactory/Unsatisfactory S U S U
f. Identifies how proposed change will support the
achievement of organisational objectives
g. Uses inclusive (gender neutral, culturally
sensitive) language to explain concepts
h. Seeks feedback and allows time for questions
i. Listens actively to respond to feedback.
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Assessment Task 2 BSBLDR601 Lead and manage organisational change
Comments, declaration and signature
Assessor comments
Assessment venue
Assessor name
Assessor declaration I declare that all requirements in Assessment Task 3 have been satisfactorily
completed and verbally authenticated if required.
Assessor signature Date
Supervisor name
Supervisor signature Date
Learner name
Learner declaration I declare that I have been informed of and accept the results of this part of my
assessment.
Learner signature Date
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Assessment Task 2 BSBLDR601 Lead and manage organisational change
Assessment Task 2 appendices
Appendix 2.1: Consultation record
Use the consultation record below to record your consultation with stakeholders for Assessment
Task 2, Step 3. You may conduct these consultations by telephone, email or in person. Use the table
below to record your three consultations.
Learner’s name
Learner’s ID number Date
Unit code and title
Assessor’s name
Consultation 1
Date of consultation: Name of stakeholder 1:
Method of Position title:
consultation:
Prioritise change opportunities Advice
Risk in change opportunities Advice
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Assessment Task 2 BSBLDR601 Lead and manage organisational change
Consultation 1
Benefits of change opportunity Advice
Recommended change management process Advice
Reflection on consultation 1 Improvement
What if any changes will you make to improve the
outcome of the next consultations?
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Assessment Task 2 BSBLDR601 Lead and manage organisational change
Consultation 2
Date of consultation: Name of stakeholder 1:
Method of Position title:
consultation:
Prioritise change opportunities Advice
Risk in change opportunities Advice
Benefits of change opportunities Advice
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Assessment Task 2 BSBLDR601 Lead and manage organisational change
Consultation 2
Recommended change management process Advice
Reflection on consultation 2 Improvement
What if any changes will you make to improve the
outcome of the next consultations?
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Assessment Task 2 BSBLDR601 Lead and manage organisational change
Consultation 3
Date of consultation: Name of stakeholder 1:
Method of Position title:
consultation:
Prioritise change opportunities Advice
Risk in change opportunities Advice
Benefits of change opportunity Advice
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Assessment Task 2 BSBLDR601 Lead and manage organisational change
Consultation 3
Recommended change management process Advice
Reflection on consultation 3 Improvement
Next steps
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Assessment Task 2 BSBLDR601 Lead and manage organisational change
Appendix 2.2: Risk management plan
Complete the following risk management plan identifying a minimum of five risks or barriers
associated with the proposed change.
Learner’s name
Learner’s ID number Date
Unit code and title
Assessor’s name
Risk/barriers Impact Likelihood Strategies for mitigating risk
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