BSBLDR811 Lead Strategic Transformation - Practical Assessment

This assessment is divided into seven tasks:

§  Task 1: Outline Scope for Strategic Transformation

§  Task 2: Develop Draft Change Management Strategy

§  Task 3: Update Change Management Strategy and Brief Stakeholders

§  Task 4: Develop Action Plan for Change Management

§  Task 5: Develop Risk Management Plan

§  Task 6: Review Strategic Outcomes

§  Task 7: Adapt Leadership Style

You are required to complete the assessment tasks in a real workplace, or in an environment with conditions similar to that of a workplace.

Each task comes with a set of instructions. You are to follow these instructions to complete the assessment. Each task will require you to either:

§  Submit completed workplace templates and/or any required documentation; or

§  Demonstrate task requirements while being observed by the assessor.

Some tasks may include both requirements. These will serve as evidence of your task completion.

Before starting this assessment, your assessor will discuss with you these instructions, resources, and guidance for satisfactorily completing the tasks.

§  Complete the tasks within the time allowed, as scheduled in-class roll.

§  Outline the scope for strategic transformation for your organisation or work area and identify personal responsibilities.

§  Develop draft change management strategy.

§  Consult with stakeholders to update change management strategy.  

§  Develop action plan for change management and confirm it with individuals identified for implementation.

§  Identify and resolve risks in the change management process.

§  Analyse impacts of your leadership on the change management process by reviewing strategic outcomes, self-reflection and seeking feedback from staff.

§  Adapt your leadership style according to the feedback received from staff.

Resources Required for Assessment

Resources you need to access to complete the workplace assessment are outlined in the Resources Required for Assessment section of this workbook, and in the corresponding Assessor’s Checklist and/or Observation Form of each task.

Discuss each requirement with your assessor before commencing with each task. They will organise the resources required for this assessment.

IMPORTANT: Additional workplace resources may be required upon the contextualisation of this assessment.

Forms and Templates

Generic forms and templates to be used for the assessments are specified for each task, unless otherwise stated. These can be accessed from the following link:

BSBLDR811 Forms and Templates

If you are currently in a workplace, use similar workplace templates and forms used by your organisation to complete each assessment task.

Discuss with your supervisor and your assessor first to ensure that the forms/templates you will use cover all criteria required by each assessment task.

Review these forms and templates with your assessor before starting the task.

Use your workplace/organisation’s template to complete this task, or use the Strategic Transformation Scope template provided at the Bounce Fitness website.

To complete this task, you must:

§  Access and review the following:

o   Organisational documents/resources, including:

·          Documents with information about organisational mission, purpose and values.

·          At least one strategic workplace plan.

·          At least one policy and set of procedures for strategic change.

o   At least two of each of the following relevant to business strategic change:

·          Legislation

·          Regulations

·          Codes of practice

§  Identify at least two objectives for strategic transformation of your organisation/work area from the documents accessed.

§  Outline at least two personal responsibilities relevant for strategic transformation of the organisation/work area.  

§  Analyse each identified personal responsibility to identify at least two related tasks or activities that must be performed.

§  Complete the strategic transformation scope document incorporating the information identified above.

• Resources you are required to access to complete the task. 
• All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Review the template you will use to complete this task. If you are using a template from your workplace/organisation, discuss with your assessor to ensure that the template covers all requirements that apply to this task. Otherwise, use the Strategic Transformation Scope template provided at the Bounce Fitness site.

Submit the completed strategic transformation scope document to your assessor. Include any supplementary documents/sources used to create the strategic transformation scope document, such as: 

§  Organisational documents such as strategic workplace plans or similar, with relevant objectives for strategic transformation.

§  Policies and procedures for strategic change.

Part A: Formulate Change Management Strategy

Use your workplace/organisation’s template to complete this task, or use the Change Management Strategy template provided at the Bounce Fitness site.

To complete this task, you must:

§  Access and review the strategic transformation scope document created in Workplace Assessment Task 1.

§  Develop at least one change management strategy for your organisation or work area. 

Change management strategy is a systematic approach to be followed for dealing with the change effected by strategic transformation of the organisation or work area.

§  Outline at least two intended outcomes of the change management strategy.

§  Identify at least two communication channels for organisational personnel to contact management during the strategic transformation. 

§  Complete the change management strategy document with strategic transformation processes and intended outcomes.  

§  Use appropriate vocabulary, grammatical structures and conventions to present the components of the change management strategy for relevant stakeholders.

Part B: Consult with Stakeholders

You will be assessed on your practical skills to: 

§  Present the change management strategy to at least three relevant stakeholders in your organisation, expressing opinions and information using language appropriate to the audience.

Relevant stakeholders are personnel in the organisation who can impact or get impacted by the change management strategy, such as board members, heads of departments, managers or team members.   

§  Seek feedback from the stakeholders on the change management strategy during the presentation.

§  Respond to other people’s views using language appropriate to the audience.

§  Discuss at least two potential risks on implementation of the change management strategy.

• Workplace Assessment Task 2 – Assessor’s Checklist
• Workplace Assessment Task 2 – Observation Form

These forms outline the following:

§  Resources you are required to access to complete the task. 

§  All criteria your submission must address to satisfactorily complete this task.

§  All the practical skills you need to demonstrate to satisfactorily complete this task.

Review the template you will use to complete this task. If you are using a template from your workplace/organisation, discuss with your assessor to ensure that the template covers all requirements that apply to this task. Otherwise, use the Change Management Strategy template provided at the Bounce Fitness site.

Your assessor will also discuss with you the practical skills outlined in this form prior to the assessment.

Submit the draft change management strategy to your assessor.  

To complete this task, you must:

§  Access and review the draft change management strategy developed in Workplace Assessment Task 2.

§  Update the change management strategy document by incorporating the feedback received from stakeholders in Workplace Assessment Task 2.

At least one of the following must be updated based on stakeholder feedback:

o   Change management strategy.

o   Intended outcomes of the strategy.

§  Distribute the updated change management strategy document to relevant stakeholders, including:

o   At least two internal stakeholders

o   At least two external stakeholders

Review Workplace Assessment Task 3 – Assessor’s Checklist before starting this task. This form outlines the following:

• Resources you are required to access to complete the task. 
• All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Submit the updated change management strategy document to your assessor.

You must also submit evidence of briefing stakeholders about the updated change management strategy.

Evidence must be at least one of the following:

§  Email correspondence

§  Meeting minutes

§  Video/audio recording of the briefing conducted with the stakeholders

• When using this as evidence, ensure to inform the stakeholders of the purpose of the recording before doing so.

Use your workplace/organisation’s template to complete this task, or use the Change Management Action Plan template provided at the Bounce Fitness website.

Part A: Develop Action Plan

To complete this task, you must:

§  Access and review:

o   The updated change management strategy developed in Workplace Assessment Task 3.

o   Organisational documents with information on:

-          Capacity of individuals identified for implementation of change management strategy, such as visible schedule in organisational systems.

-          Competence of individuals identified for implementation of change management strategy, such as latest available performance reviews.

§  Develop an action plan to implement the change management strategy by assigning roles and responsibilities to at least two individuals within the organisation.

§  Determine the following for each identified individual to contribute to implementation of the change management strategy:

o   Capacity or time required

o   Competence or skills required

§  Verify the available capacity and competence of each individual from the organisational documents accessed.

§  Identify at least two problems that can arise during implementation of the change management strategy.

To complete this task, you must:

§  Distribute the action plan to each individual with an assigned role for implementation of change management strategy.

§  Receive confirmation from each individual on the following:

o   Capacity or time available

o   Self-assessment of competence 

Review Workplace Assessment Task 4 – Assessor’s Checklist before starting this task. This form outlines the following:

• Resources you are required to access to complete the task. 
• All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Review the template you will use to complete this task. If you are using a template from your workplace/organisation, discuss with your assessor to ensure that the template covers all requirements that apply to this task. Otherwise, use the Change Management Action Plan template provided at the Bounce Fitness site.

Submit the completed change management action plan to your assessor. Include the organisational documents referenced to confirm capacity and competence of individuals as supplementary evidence.

You must also submit evidence of confirming the change management action plan with at least two individuals in the organisation for implementation of the change management strategy.

Evidence must be at least one of the following:

§  Email correspondence

§  Meeting minutes

§  Video/audio recording of the briefing conducted with the stakeholders

When using this as evidence, ensure to inform the stakeholders of the purpose of the recording before doing so.

Use your workplace/organisation’s template to complete this task, or use the following templates and document provided at the Bounce Fitness site:

§  Risk Register

§  Risk Rating Matrix

To complete this task, you must:

§  Access and review the following:

o   Updated change management strategy developed in Workplace Assessment Task 3.

o   Change management action plan developed in Workplace Assessment Task 4.

§  Enter the following in the risk register:

o   At least two potential risks identified in Workplace Assessment Task 2.

o   At least two potential problems identified in Workplace Assessment Task 4.

§  Develop at least one risk management strategy for each potential risk identified in the risk register.

§  Develop the following for each potential risk and potential problem outlined in the risk register:

o   At least one learning process.

o   At least one communication process.  

§  Append your risk register to the change management strategy.

§  Finalise change management strategy by making modifications according to the risks and risk management strategies identified.

§  Inform at least three relevant stakeholders of the final change management strategy.  

Stakeholders must be the same personnel with whom you consulted in Workplace Assessment Task 2 to develop the change management strategy.

• Resources you are required to access to complete the task. 
• All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Review the template you will use to complete this task. If you are using a template from your workplace/organisation, discuss with your assessor to ensure that the template covers all requirements that apply to this task. Otherwise, use the following templates and document provided at the Bounce Fitness site.  

§  Risk Register

§  Risk Rating Matrix

Submit the following to your assessor:

§  Final change management strategy

§  Completed risk register

You must also include the risk rating matrix used for this task as supplementary evidence.

Submit this only if you used a risk rating matrix different from what is provided at the Bounce Fitness site.

You must also submit evidence of informing relevant stakeholders in the organisation about the final change management strategy.

Evidence must be at least one of the following:

§  Email correspondence

§  Meeting minutes

§  Video/audio recording of the meeting conducted with the stakeholders

When using this as evidence, ensure to inform the stakeholders of the purpose of the recording before doing so.

Use your workplace/organisation’s template to complete this task, or use the Leadership Impact Assessment template provided at the Bounce Fitness website.

To complete this task, you must:

§  Review at least two strategic outcomes of change management process.

Strategic outcomes are the desired results from the change management process. These can relate to actual versus planned timelines, communication effectiveness and unexpected problems during implementation.  

§  Analyse impacts of leadership on the identified strategic outcomes of change management process using self-reflection.

§  Complete the leadership impact assessment document with the above information.

§  Consult with at least two relevant individuals in your organisation to seek feedback on leadership during change management process.

Individuals must be the same personnel who were assigned responsibilities for implementation of the change management strategy in Workplace Assessment Task 4.    

Review Workplace Assessment Task 6 – Assessor’s Checklist before starting this task. This form outlines the following:

• Resources you are required to access to complete the task. 
• All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Submit the completed leadership impact assessment document to your assessor.

You must also submit evidence of seeking feedback on leadership during change management process from staff.

Evidence must be at least one of the following:

§  Email correspondence

§  Meeting minutes

§  Video/audio recording of the meeting conducted with the staff

When using this as evidence, ensure to inform the staff of the purpose of the recording before doing so.

To complete this task, you must:

§  Discuss further implementation of change management strategy based on the feedback from staff in Workplace Assessment Task 6, with at least three relevant stakeholders in your organisation.

Stakeholders must be the same personnel with whom you consulted in Workplace Assessment Task 2 to develop the change management strategy.

§  Adapt leadership and personal communication style based on feedback received.

Review Workplace Assessment Task 7 – Assessor’s Checklist before starting this task. This form outlines the following:

• Resources you are required to access to complete the task. 
• All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Submit evidence of interaction with at least two relevant stakeholders of the organisation to demonstrate that leadership style was adapted.

Evidence must be at least one of the following:

§  Email correspondence

§  Meeting minutes

§  Video/audio recording of the interaction conducted with the stakeholders

When using this as evidence, ensure to inform the stakeholders of the purpose of the recording before doing so.