Lead Strategic Transformation BSBLDR811

StudentIDNo

StudentName

UnitCode

BSBLDR811

UnitTitle

Lead strategic transformation

Please attachthefollowingdocumentationtothissheet

Assessment Outcome

Re Assessment Outcome

Assessment1

Knowledge Questions

S

NYS

NA

S

NYS

NA

Assessment2

Project

S

NYS

NA

S

NYS

NA

FinalAssessmentResultforthis unit: C /NYC

Comments:

Assessor:

Ideclare thatI haveconducted afair, valid,reliable andflexibleassessmentwiththis student,and Ihave provided appropriatefeedback.

Assessor Name: Signature: Date:

Student Declaration:

I declare that I have been assessed in this unit, and I have been advised of my result. I am also aware of my appeal rights.

Name: Signature Date:

Assessment Resource Summary

Assessment Type

This is a summative assessment, which requires the assessment to be conducted in conditions that are safe and replicate the workplace

Assessment Tasks

Assessment Task 1:

Knowledge Questions

Assessment Task 2:

Project

Assessment Cover Sheet

Please complete cover sheet clearly and accurately for assessment tasks and other types of evidence you submit for your course. All student assessment tasks submissions including any associated checklists where applicable, are to be attached to this cover sheet.

Student ID No

Student Name

Unit Code

BSBLDR811

Unit Title

Lead strategic transformation

Assessment No.

1

Assessment Method

Knowledge Questions

Initial Submission Re-Submission

Student DeclarationI declare that:

These tasks are my own work.

None of this work has been completed by any other person

These tasks are not plagiarised or colluded with any other student/s.

I have correctly referenced all resources and reference texts throughout these assessment tasks.

I have read and understood NTCAs policy on Plagiarism, cheating and collusion and understand that if I am found to be in breach of this policy, disciplinary action may be taken against me by NTCA.

I have a copy of my assessment work with me, which I can produce if the original is lost.

Student Signature:

Submission Date:

Outcome

Satisfactory / Not Yet Satisfactory

Assessor Name:

Signature: Date:

Task instructions

• This is the first (1) assessment task you must successfully complete to be deemed competent in this unit of competency.
• The Knowledge Questions is comprised of Thirteen (13) written questions
• You must respond to all questions and submit them to your Trainer/Assessor.
• You must answer all questions to the required level, e.g. provide an answer within the required word limit, to be deemed satisfactory in this task
• Complete a Knowledge Questions consisting of a series of questions.
• You will be required to answer all the questions correctly.
• Do not start answering questions without understanding what is required. Read the questions carefully and critically analyse them for a few seconds; this will help you to identify what information is needed in the answer.
• Your answers must demonstrate an understanding and application of the relevant concepts and critical thinking.
• Be concise, to the point and write answers within the word-limit given to each question. Do not provide irrelevant information. Remember, quantity is not quality.
• You must write your responses in your own words

Questions

Satisfactory

Q1.

rYes rNo

Q2.

rYes rNo

Q3.

rYes rNo

Q4.

rYes rNo

Q5.

rYes rNo

Q6.

rYes rNo

Q7.

rYes rNo

Q8.

rYes rNo

Q9.

rYes rNo

Q10.

rYes rNo

Q11.

rYes rNo

Q12.

rYes rNo

Q13.

rYes rNo

Moodle Quiz Questions completed online or verbally

rYes rNo

Assessment Cover Sheet

Please complete cover sheet clearly and accurately for assessment tasks and other types of evidence you submit for your course. All student assessment tasks submissions including any associated checklists where applicable, are to be attached to this cover sheet.

Student ID No

Student Name

Unit Code

BSBCRT611

Unit Title

Apply critical thinking for complex problem solving

Assessment No.

2

Assessment Method

Project

Initial Submission Re-Submission

Student DeclarationI declare that:

These tasks are my own work.

None of this work has been completed by any other person

These tasks are not plagiarised or colluded with any other student/s.

I have correctly referenced all resources and reference texts throughout these assessment tasks.

I have read and understood NTCAs policy on Plagiarism, cheating and collusion and understand that if I am found to be in breach of this policy, disciplinary action may be taken against me by NTCA.

I have a copy of my assessment work with me, which I can produce if the original is lost.

Student Signature:

Submission Date:

Outcome

Satisfactory / Not Yet Satisfactory

Assessor Name:

Signature: Date:

Assessment task description:

This is the second (2) assessment task you must successfully complete to be deemed competent in this unit of competency.

This assessment task requires you to complete a project.

You are required to apply critical thinking for complex problem solving in this assessment task.

You will receive your feedback within two weeks, and you will be notified by your trainer/assessor when results are available.

You must attempt all activities of the project for your trainer/assessor to assess your competency in this assessment task.

Assessment information

Information about how you should complete this assessment can be found in Appendix A of the Business Works Student User Guide.Refer to the appendix for information on:

where this task should be completed

how your assessment should be submitted.

Note: You must complete and submit an assessment cover sheet with your work. A template is provided in Appendix B of the Student User Guide. However, if your RTO has provided you with an assessment cover sheet, please ensure that you use that.

This project requires you to lead a strategic business transformation for an organisation or large work area. You will be required to analyse and lead organisational transformation and learning for strategic outcomes based on either a real workplace or a case study scenario which you can access in the Simulation Packfor this unit.

Vocational education and training is 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 organisational objectives and need for change along with policies related to managing the change.

You will need to communicate with people who work for, or are involved, in this business or work area several times. 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 below, and 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.

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 its your own business or a business where you are working or are familiar with, have your business approved by your assessor as it must be based on a whole organisation or large work area and there must be a need for strategic change that has been identified. For the purposes of this assessment, your busines or work area must have more than 5 employees.

If you are using the case study, you will assume the role of the Change Agent as per the case study provided.

Complete Page 4 of your Project Portfoliofor this unit.

Read through the requirements of Section 1, 2 and 3 of your Project Portfolio.

Complete Section 1of your Project Portfolio.

To complete Section 1, you need to work through several steps to prepare for organisational change.

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 1of the Project Portfolioand make sure you attach these upon submission.

You will use the work done in this section of the Portfolio to consult with others in the next activity. In preparation, read through step 4.

You now need to conduct stakeholder engagement and interviews to gather valuable insights to help inform your strategy. Conduct 3 short one-on-one interviews with three identified key stakeholders (at least one internal and one external) and then document your findings.

If basing this on a real business you can use real stakeholder if you have the opportunity or have fellow students role play you must brief the students about the type of stakeholder they are and give them background information to read prior.

If you are using the case study business, you can use other students who are working on the same case study as you will all be familiar with the scenario and you can draw from each others unique perspectives and ideas. Arrange for three other students to play an identified role this can be anyone from the case study that you choose, for example, a graphic designer moving from permanent to contract, a head office staff member staying on and a reader of the magazine. The role player has licence to make up their answers based on their own ideas and experiences. As everyones ideas and situations are unique, even if playing the same roles your answers will be different. Its very important that you develop your own set of questions to ask the stakeholders and that these are not the same as anyone else working in your small group. You are all being assessed individually.

Your assessor will be looking to see that you can:

express your opinions and information to the stakeholders when interviewing them

respond positively and respectfully to their views using language appropriate to the audience

adapt your personal communication style as necessary to build a positive working relationship and show respect for the opinions, values and individual needs of others

demonstrate effective communication skills including:

oSpeaking clearly and concisely

oUsing non-verbal communication to assist with understanding

oAsking questions to identify required information

oResponding to questions as required

oUsing active listening techniques to confirm understanding

The meetings should last for approximately 15 minutes each. After the meetings, complete Section 2of your Project Portfolio.

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.

After the stakeholder meetings, complete Section 2 of your Project Portfolio. As part of this step, you are also required to develop written communication to both internal and external stakeholders affected by the change. Choose the internal and external group of people based on two of the stakeholder engagement meetings. Attach the communication developed to your portfolio.

Develop a change management strategy for the business. You can use an organisational template if you have one or you can use the Change Management Strategy templateprovided in the simulation pack. If using an organisational template then you must ensure it includes as a minimum what is included on the template provided. Ensure you complete all parts and that you use appropriate vocabulary, grammatical structure and conventions when developing your strategy.

Attach this to Section 2of your Project Portfolio.

Develop a communication and education plan to be used in conjunction with the change management project plan.

This plan should show how the change will be managed, including the provision of information to staff about the proposed changes and benefits.

Ensure that the strategies you develop are designed to promote the benefits of change to staff and to reduce the likelihood of a negative response/adverse outcomes.

Your communication and education plan should also show the communication and reporting process to senior management, which will be required on a regular basis.

Use can choose to use an organisational template or the Communication and Education Plan Templateprovided in the simulation pack.

Assume a month has passed and you need to collect feedback from staff about how the change is being managed by the leaders. Develop an email, memo, survey or request for feedback that can be sent to staff. You can do this anyway you like as long as you include at least three questions that cover their experiences of the processes implemented, their thoughts personally on resistance to change and how they believe the communication is that management has had with staff.

Attach this communication in Section 3of your Project Portfolio.

Assume that the following change management objectives are included as part of the change management process that was implemented:

Employees were satisfied with information provided as part of the change management process

Communication occurred through multiple channels

Assume that the following communication activities were implemented:

Weekly staff meeting

Newsletter updates through staff email

Assume it is 1 month into the change process and a Staff Survey of the remaining staff has been conducted.

Review the change management objectives, communication activities implemented, and the Staff Survey Results. You need to reflect personally on the feedback received so you can identify areas for improvement.

Complete Section 3of your Project Portfolio.

Evaluate the effectiveness of the change management process and provide recommendations for improving communication activities to further mitigate the risk of change resistance.

Develop a short brief for the CEO of the organisation that includes your review. It should also recommend updates to the change management plan through relevant communication activities.

Your change management review should include the following:

What the change management objectives are

What change management communication activities took place

Recommended changes to the change management plan and the communication and education plans

Your review should be between half a page and one-page long.

Use the Change Management Review templateto guide your work. Attach this to Section 3of your Project Portfolio.

Make some changes to your Communication and Education Planbased on your own recommendations and inform staff of what these changes are. Changes must be around the communication processes instituted. You can develop a memo or staff email to communicate these changes to staff.

When developing your communication, ensure you apply the feedback received and from your own self-reflection to your leadership style.

Attach your updatedCommunication and Education Plan and developed staff communication to Section 3of your 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.

Section 1: Preparation

Provide an overview of the current situation facing the business including:

Analysis of the companys organisational objectives and identification of strategic changes needs

A review of any current policies, procedures and practices against strategic objectives and a summary of potential changes

Key stakeholders involved and affected by the change

Outline any legislation, regulations and code of practice that applies to business strategic change and how you will apply this.

(Note, if using the case study, conduct research and use federal and state specific information relevant to your own state/territory that must be applied).

Research

Conduct research to identify environmental risks or impacts to the business or any other considerations you feel necessary.

Outline the sources of information you identified about best practice change management strategies, as well as an overview of best practice change management strategies you will use.

Summarise each source of information and briefly outline how it has assisted in identifying major change requirements and opportunities

Major change requirements

Identify and document major operational change requirements based on the business and your research and analysis to date. Formulate ideas and opportunities and outline strategies to achieve goals and how these could be implemented.

Prioritisation of change requirements

Outline your recommended priorities for each of the change requirements, including your reasoning.

Financial implications

Summarise the financial implications financial costs of changes and also cost reduction strategies that could be utilised.

Outline the benefits of this.

Risks

Communication channels

Establish channels for personnel affected by the changes to communicate with management. How will this be done and how often?

As the change agent responsible for the change, what are your personal responsibilities in relation to this strategic change are and how will your behaviour impacts others?

Efficacy

Describe how you see yourself in terms of personal efficacy.

Give an example where you have been effective in producing positive change in others.

Competence

Describe your interpersonal competence.

Give at least on example where you have demonstrated competence in helping others

Empathy

Give at least one example of how you have demonstrated empathy in the following:

personal communication

relationships

day to day leadership role

Diversity

Evaluate your ability to build confidence and respect with diverse groups of individuals.

Comment on your ability to lead in a manner that is inclusive and respectful of the differences between people.

What are two personal weaknesses when it comes to change and what strategies do you use to regulate emotions/behaviour during times of change or disruption?

Attach:

Organisational documentation reviewed including Change Management Policy

?

Section 2: Leading strategic change

Stakeholder 1

Who is this person and what stakeholder group do they form part of?

List of questions to ask this person.

Complete this after the meeting

How confident are you in this persons ability to not only handle the change but to contribute positively to the organisations change management processes?

Provide reasons

Stakeholder 2

Who is this person and what stakeholder group do they form part of?

List of questions to ask this person.

Complete this after the meeting

How confident are you in this persons ability to not only handle the change but to contribute positively to the organisations change management processes?

Provide reasons

Stakeholder 3

Who is this person and what stakeholder group do they form part of?

List of questions to ask this person.

Complete this after the meeting

How confident are you in this persons ability to not only handle the change but to contribute positively to the organisations change management processes?

Provide reasons

Attach:

Written internal stakeholder communication

?

Written external stakeholder communication

?

Change management plan

?

Communication and education plan

?

Video footage of 3 x stakeholder engagement sessions (if not observed by the assessor)

?

Section 3: Review

Summarise the feedback received that relates to management

How can the feedback you have received help you to improve your leadership style and communication?

Provide specific examples

What is one area that you feel you would benefit the most from improving.

Source two professional development activities that could assist with this identified area/s

Provide supporting reasons for your choice

Describe what you intend to do over the next few years for your own personal development.

Describe what you intend to do over the next few years to develop your personal leadership style

Attach:

Request for feedback

?

Change Management Review

?

Updated Communication and Education Plan

?

Developed written communication about change of process

?

Your task must address the following performance criteria/ performance checklist.

To be assessed as satisfactory (S) in this assessment task the participant needs to demonstrate competency in the following critical aspects of evidence

S

NYS

Lead a strategic business transformation for an organisation or large work area by:

Preparing to undertake organisational change

Leading strategic change across the organisation

Reviewing the strategic outcomes

q

q

Prepare to undertake strategic change by:

Outlining strategic changes needs based on an analysis of organisational objectives

Identifying personal responsibilities in the process that align with the organisations strategic objectives and analysing personal impact

Reviewing specific policies/practices against strategic objectives and explaining where changes could be required

Explaining the major operational change requirements as well as recommended priorities for change, risk and financial implications

Identifying and using relevant and appropriate sources of expert advice on change management issues and practices to inform change management

Reflect personally on their experiences with leadership, transformational qualities and change management to prepare for leading it

q

q

Lead strategic change cross the organisation by:

Consulting and communicating with stakeholders (internal and external)

Analysing and confirming stakeholders capacity and competence to contribute to change processes and plans

Analysing all risks associated with the change and development of appropriate risk mitigation strategies

Developing a change management plan base on the strategic objectives and with the input of stakeholders

Briefing internal and external stakeholders of the strategic change processes and intended outcomes

Develop an appropriate communication and education plan to ensure communication between staff and management and promotion of benefits of change and to reduce likelihood of a negative response/adverse outcomes

q

q

During stakeholder consultation:

express their opinions and information to the stakeholders when interviewing them

respond positively and respectfully to their views using language appropriate to the audience

adapt their personal communication style as necessary to build a positive working relationship and show respect for the opinions, values and individual needs of others

demonstrate effective communication skills including:

oSpeaking clearly and concisely

oUsing non-verbal communication to assist with understanding

oAsking questions to identify required information

oResponding to questions as required

Using active listening techniques to confirm understanding

q

q

Review strategic outcomes by:

Developing a request for staff feedback and analysing staff feedback on change management process

Analysing themselves and the impact across the organisation using self-reflection

Applying feedback to leadership style when making changes and communication changes to staff

q

q