RTO No: 91223
RTO No: 91223
-5406891432060
Assessment Task 2
BSBHRM613 Contribute to the development of learning and development strategies
Assessment Task 2 Cover Sheet
Student Declaration
To be filled out and submitted with assessment responses
I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded with any other student(s).
I understand that if I am found to have plagiarised, cheated or colluded, action will be taken against me according to the process explained to me.
I have correctly referenced all resources and reference texts throughout these assessment tasks.
Student name Student ID number Student signature Date Assessor declaration
I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.
Assessor name Assessor signature Date Assessment outcome S NS DNS Resubmission Y N
Feedback
Student result response
My performance in this assessment task has been discussed and explained to me.
I would like to appeal this assessment decision.
Student signature Date A copy of this page must be supplied to the office and kept in the students file with the evidence.
Assessment Task 2: ProjectInformation for students
In this task, you are required to develop a report on organisational learning strategies for a case study company. You are then required to write an organisational learning strategy and policies and procedures for the company.
You will need access to:
a suitable place to complete activities that replicates a business environment including a meeting space and computer and internet access
your learning resources and other information for reference
Assessment and Recognition Policy and Procedures Template
External Training Procurement Policy and Procedures Template
Learning and Development Policy and Procedures Template
Learning Strategies Report Template
Organisational Learning Strategy Template
Performance Appraisal Policy and Procedures
Recruitment, Selection and Induction Policy and Procedures.
Strategic Business Plan.
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 RTOs 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.
i
i 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.
Activities
Complete the following activities:
Carefully read the following:
Grow Management Consultants is a consultancy company specialising in leadership development services. These services include:
Mentoring training
Coaching
Management consultation
Management program evaluation
Development of cutting-edge tools, resources and expert advice
Sharing best and next practices
Leading organisations through the process of creating a leadership culture
Recognising and celebrating excellence in leadership.
The company has a CEO, a General Manager (newly appointed), an Operations Manager, five Principal Consultants, twelve trainers and a small HR team. The company also has a Board consisting of the CEO and General Manager, as well as two Executive Directors who are company shareholders.
A new Strategic Plan was recently developed to guide the organisation over the next three years. One of the key objectives of the Strategic Plan is for Grow Management Consultants to become established as a learning organisation.
You are the newly appointed General Manager and the CEO has given you the task of developing, implementing and monitoring an organisational learning strategy for the company, as the first step towards establishing Grow Management Consultants a learning organisation.
Before you commence this task, you should ensure that you are familiar with the companys Strategic Business Plan and its objectives in relation to learning and development, as well as the human resources policies and procedures that are in place.
Write a learning strategies report
You are required to lead learning strategy formation by researching and evaluating organisational learning approaches and methods, examining options for organisational learning, including an assessment of the organisations strategic requirements and processes that are in place and then making recommendations for an organisational learning strategy.
Conduct your research, analysis and evaluation and develop a report that includes the following:
An evaluation of a range of methods and approaches to learning and workplace training and how they would support the companys strategic requirements as documented in the Strategic Business Plan. As a guide you should describe a minimum of three methods and approaches to organisational learning.
An analysis of how organisational learning can contribute to a companys ability to grow and develop and therefore be more competitive.
A review of the companys existing policies and procedures relevant to organisational learning/training and assessment and any current gaps. These are:
Recruitment, Selection and Induction Policy and Procedures.
Performance Appraisal Policy and Procedures
A review of current best practice for policies and processes that support organisational learning: what are they and what should they include?
Recommendations for the structure and content of the companys organisational learning strategy. Recommendations should be based on your research and the companys strategic requirements and policies discussed above.
Define the ideal technological and systems requirements for an organisational learning strategy and compare to what is currently in place.
Define and document communication and consultation process that can be used to support development and implementation of organisational learning strategy.
Recommend procedures that can be incorporated into the organisational learning strategy to systematically liaise with educators/instructors, learners and others to monitor the extent to which learning strategies and learning resources are achieving the organisational learning targets.
Use the Learning Strategies Report Template to guide your work.
As a guide, your report would be between 4 and 5 pages in length.
Submit your report to your assessor.
Consult with senior management
Now that you have completed the research, its time to consult with the senior management team to:
outline your findings and ideas
discuss the impact of your recommendations on the organisation
examine and review the options for deploying new policies and procedures needed across the organisation
Go through each section of your report, asking for the other Managers feedback on what you have written and discuss their ideas and opinions.
You are required to pay particular attention to the language that you use during the meeting. Your vocabulary and the way that you communicate should be appropriate to your audience.
During the meeting, you are required to demonstrate effective communication skills including:
Speaking clearly and concisely using language relevant to the audience
Using non-verbal communication to assist with understanding
Asking questions to identify required information
Responding to questions as required
Using active listening techniques to confirm understanding
Take notes on the feedback that you receive.
Design and develop an organisational learning strategy
Using the feedback that you received at the meeting as well as the information you researched and evaluated for your report, create a draft organisational learning strategy for Grow Management Consultants.
Your strategy should:
Address the overall organisational requirements for an organisational learning strategy, as well as specific instructor and learner requirements, building on from the Learning Strategies Report you developed.
Include relevant units of competency as given in the feedback provided to you at the meeting
Set out the learning and assessment strategies that you have developed while researching you report and during the meeting. Each strategy should allow some flexibility, so it is more responsive to any changed circumstances or priorities.
Include procedures to systematically liaise with educators/instructors, learners and others to monitor the extent to which learning strategies and learning resources are achieving the organisational learning targets.
For each strategy, include responsibilities, timelines, resources and performance indicators.
Use the Organisational Learning Strategy Template to guide your work.
Write learning and development policy and procedures.
Use the internet to research relevant policies and procedures and develop them into a document that would be appropriate for the case study organisation.
Your policy and procedures should include the following:
An introduction, giving the reasons that the document has been developed
Purpose, setting out the documents objectives
Duties and responsibilities of staff and line managers.
Procedures:
Identifying Learning and Development needs and opportunities
Study leave
Funding
These must be appropriate for the companys strategic requirements
Use the Learning and Development Policy and Procedures Template to guide your work.
Develop compliant assessment and recognition policies and procedures.
Use the internet to research relevant policies and procedures and develop them into a document that would be appropriate for the case study organisation.
These must be appropriate for the companys strategic requirements
Use the Assessment and Recognition Policy and Procedures Template to guide your work.
Develop procurement and supply policy and procedures.
Use the internet to research relevant policies and procedures and develop them into a document that would be appropriate for the case study organisation.
They should also be relevant to the supply of training services by external providers and should be appropriate for the companys strategic requirements
Use the External Training Procurement Policy and Procedures Template to guide your work.
Source learning resources or assessment tools
Source two suitable learning resources or assessment tools that can be used for staff training as outlined in your strategy. These can be sourced from anywhere, and if necessary, you should modify them so they are fit for purpose. Ensure they align with your strategy and cover one of the areas of need as outlined.
Submit your completed work
Make sure your work covers all of the requirements above, that you have provided enough detail as indicated and proofread for spelling and grammar as necessary.
Submit the following documents to your assessor for marking:
Organisational Learning Strategies
Learning and Development Policy and Procedures
Assessment and Recognition Policy and Procedures
External Training Procurement Policy and Procedures
2 x learning resources or assessment tools (modified if necessary)
Assessment Task 2: Checklist
Students name:
Did the student: Completed successfully? Comments
Yes No Evaluate a variety of methods to learning and workplace training and assess whether they could be used to achieve the companys strategic requirements? Describe the contribution that organisational learning can make to a companys competitiveness? Ensure that key stakeholders confirm their approval of their approaches to organisational learning? Research and review a variety of processes and policies that Grow Management Consultants could use to support organisational learning in the organisation? Research and develop an organisational learning strategy that supports the organisations strategic business requirements and the existing policies and procedures? Research and plan any technological requirements and/or systems requirements that will be needed to support their organisational learning strategy? Ensure that their organisational learning strategy aligns with the existing human resources requirements and the organisations learning requirements?
During the meeting, demonstrate effective communication skills including:
Speaking clearly and concisely using language relevant to the audience.
Using non-verbal communication to assist with understanding
Asking questions to identify required information
Responding to questions as required
Using active listening techniques to confirm understanding? Develop an organisational learning strategy that satisfies the instructors, the learners and the organisations requirements? Include relevant units of competency in their organisational learning strategy? Develop organisational learning strategies that are flexible? Develop organisational learning strategies that can be altered in response to changed circumstances and priorities? Develop learning and assessment strategies that will support the companys strategic requirements? Describe what resources will be required to implement the proposed organisational learning strategies? Develop procedures to ensure that management and staff contribute to assessing how well the learning strategies achieve the organisations strategic learning targets? Develop learning and development policies and procedures that comply with the companys strategic requirements? Develop assessment and recognition policies and procedures that comply with the companys strategic requirements? Develop external training procurement policy and procedures that comply with the companys strategic requirements? Source two learning resources or assessment tools that meet the requirements of their organisational learning strategies and modify if/as necessary? Task outcome: Satisfactory Not satisfactory
Assessor signature: Assessor name: Date:
RTO No: 91223
-5406891432060
Assessment Task 2
BSBINS603 Initiate and Lead Applied Research
Assessment Task 2 Cover Sheet
Student Declaration
To be filled out and submitted with assessment responses
I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded with any other student(s).
I understand that if I am found to have plagiarised, cheated or colluded, action will be taken against me according to the process explained to me.
I have correctly referenced all resources and reference texts throughout these assessment tasks.
Student name Student ID number Student signature Date Assessor declaration
I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.
Assessor name Assessor signature Date Assessment outcome S NS DNS Resubmission Y N
Feedback
Student result response
My performance in this assessment task has been discussed and explained to me.
I would like to appeal this assessment decision.
Student signature Date A copy of this page must be supplied to the office and kept in the students file with the evidence.
Assessment Task 2: ProjectInformation 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 RTOs 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.
ii 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.
ActivitiesComplete the following activities:
Carefully read the following:
This project requires you to plan, conduct and report on one applied research topic that is relevant to an organisations strategic practices and outcomes. The research must involve complex ideas and concepts. As part of the assessment you, you will:
choose a topic to research.
plan and develop an applied research strategy.
collect and analyse data.
document and present your research findings.
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 research 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!
If you are basing this assessment on your own business, you must choose a research topic that is relevant to your organisations strategic practices and outcomes and that involves complex ideas and concepts. It is important that you are able to access enough information to be able to do your assessment. As a minimum this should include workplace documentation related to applied research and the organisations strategic outcomes (e.g. applied research policy).
If you are using the case study, all relevant information is contained in the Simulation pack. You are to choose one of the topics in the research statement and use it as a basis for an applied research project for King Edward VII College. To ensure that you are able to draw on a range of data sources for your research, your fellow students and/or the staff at your RTO can be questioned, and their responses included as part of your research report.An RTO has been chosen as the case study organisation because:
it is an area in which you have experience, being a student.
you have access to students attending an RTO and staff who work in one (for role-play data collection).
there is a lot of information available on the VET sector, international students, learning theory, institutional management, etc.
You will be collecting evidence for this unit in a Project Portfolio. The steps you need to take are outlined below.
Preparation
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.
Once you have reviewed the documents, choose a research topic/task.
If you are using the case study, select one of the topics in the Research Statement in the Simulation Pack.
If its your own business or a business where you are working or are familiar with, have your business and research topic 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.
Plan and develop an applied research strategy
Start working on Section 1 of your Project Portfolio. To do this, you need to:
list at least three objectives/goals of the organisation.
describe your role in the organisation.
explain how your research task is relevant to the strategic practices and outcomes of the organisation and how it will help your organisation to achieve improved organisational outcomes.
describe your research task, including purpose, hypothesis, target groups profile and needs, context and data requirements.
Meet with at least one relevant stakeholder to clarify and confirm the purpose and requirements of your chosen research task (e.g. what will be researched, why are you doing the research task, how will it help the organisation, when will the research be done, how you will document and present research etc.). Also make sure you understand the stakeholders requirements for how your research is documented and presented.
ii This meeting should take 20 minutes.
As part of the meeting apply listening and questioning techniques to check or clarify understanding. Make sure you use vocabulary that is:
specialised (i.e. use terms that are associated with the specific task and with applied research).
appropriate to the context and audience (e.g. professional and formal if you are meeting with a superior or client).
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
summarise legislation, regulations and codes of practice applicable to your applied research.
summarise your organisations policies and procedures applicable to your applied research.
summarise the tools and resources that may be used to assist with your applied research task.
research and evaluate theories/methods/techniques/tools to collect, analyse data and maintain data integrity for your research task.
identify technology and technology services that may be used to support your data collection and analysis.
prepare a research strategy, considering the available tools and resources.
analyse the limitations of your research, including the factors which may affect the reliability and validity of your data.
prepare a research proposal or plan
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 collect and analyse data for your research task.
Collect and analyse data.
Complete Section 2 of your Project Portfolio. To do this, you need to:
use technology and technology services to collect data for your research task.
access any other sources of information or relevant contributors to your planned research.
analyse your data to identify trends, changes or patterns.
summarise your research findings.
confirm the integrity of your collected data and analysis.
Document and present your research findings.
Complete Section 3 of your Project Portfolio. To do this, you need to document and present your research findings in a manner consistent with the stakeholder requirements.
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
Students name:
Did the student: Completed successfully? Comments
Yes No Plan and develop an applied research strategy by:
listing at least three objectives/goals of the organisation.
describing their role in the organisation (their role should be that of a leader or manager who uses applied research to enhance individual, team and organisational performance for improved organisational outcomes).
explaining how their research task is relevant to the strategic practices and outcomes of the organisation and how it will help your organisation to achieve improved organisational outcomes.
describing their research task, including purpose, hypothesis, target groups profile and needs, context (thecultural, social,geographical orinstitutionalfactors) and data requirements.
meeting with at least one relevant stakeholder to:
clarify and confirm the purpose and requirements of the chosen research task.
understand the stakeholders requirements for how research is documented and presented.
apply listening and questioning techniques to check or clarify understanding.
use vocabulary that is:
specialised
appropriate to the context and audience
summarising legislation, regulations and codes of practice for the process of conducting applied research, the specific research task and research ethics.
summarising your organisations policies and procedures applicable to the process of conducting applied research, the specific research task and research ethics.
summarising the tools and resources available that may be used to assist with their applied research task.
researching and evaluating theories/methods/techniques/tools to collect, analyse data and maintain data integrity (including textual information from at least three sources).
identifying technology and technology services that may be used to support data collection and analysis (including at least one form of technology and one technology service).
preparing a research strategy, considering the available tools and resources.
analysing the limitations of their research, including the factors which may affect the reliability and validity of their data.
preparing a research proposal or plan, including:
a description of their research task (purpose, hypothesis, context)
organisation and legislative considerations (policies and procedures, legislation and codes of conduct).
a full description of the data collection and analysis methods, theories, tools and techniques to be used.
the technology and technology services that will be used to support data collection.
the number of samples that they intend to base your research on.
how reliable the results of the research should be, given the intended sample size.
limitations to your proposed research strategy, including the reliability and validity of the data.
the use of specialised and detailed language to communicate specific information, requirements and recommendations. Collect and analyse data by:
using technology and technology services to collect data
accessing other sources of information or relevant contributors to your planned research (at least one).
analysing their data to identify trends, changes or patterns.
summarising their research findings, including:
the outcome of their analysis
how the findings impact on the requirements of stakeholder(s).
how the findings impact the organisation.
whether findings are appropriate and suited to your original research strategy.
confirm the integrity of your collected data and analysis, including:
review of sample/population size.
reviewofdata for accuracy of details, completeness and uniformity.
suitability of the analysis tool.
completeness of findings.
compliance with legal requirements.
identifying further research and the related approach. Documenting and presenting research
in a manner consistent with the stakeholder requirements.
including:
Research summary (purpose, hypothesis, findings, surprising/important/outlying results).
Methods used (how you carried out the research, collected data and performed an analysis)
Results obtained (recorded in an appropriate format)
Detailed description of findings (if relevant)
Relevance and impact of results (on the organisation/customer/stakeholders etc.)
Accuracy (of data and analysis)
Further research required (including the approach required).:
using specialised and detailed language to communicate specific information, requirements and recommendations.
Task outcome: Satisfactory Not satisfactory
Assessor signature: Assessor name: Date:
Final results recordStudent name: Assessor name: Date Final assessment results
Task Type Result
Satisfactory Unsatisfactory Did not submit
Assessment Task 1 Knowledge questions S U DNS
Assessment Task 2 Project S U DNS
Overall unit results C NYC Feedback
My performance in this unit has been discussed and explained to me.
I would like to appeal this assessment decision.
Student signature: Date:
I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.
Assessor signature: Date:
RTO No: 91223
-5406891432060
Assessment Task 3
BSBHRM613 Contribute to the development of learning and development strategies
Assessment Task 3 Cover Sheet
Student Declaration
To be filled out and submitted with assessment responses
I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded with any other student(s).
I understand that if I am found to have plagiarised, cheated or colluded, action will be taken against me according to the process explained to me.
I have correctly referenced all resources and reference texts throughout these assessment tasks.
Student name Student ID number Student signature Date Assessor declaration
I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.
Assessor name Assessor signature Date Assessment outcome S NS DNS Resubmission Y N
Feedback
Student result response
My performance in this assessment task has been discussed and explained to me.
I would like to appeal this assessment decision.
Student signature Date A copy of this page must be supplied to the office and kept in the students file with the evidence.
Assessment Task 3: ProjectInformation for students
In this task, you are required to conduct a review and evaluation of the organisational learning strategy and implement some changes.
You will need access to:
a suitable place to complete activities that replicates a business environment including a meeting space and computer and internet access
your learning resources and other information for reference
Assessment and Recognition Policy and Procedures Template
Learning Strategy Review Template
Staff Survey Results 2019
Staff Survey Results 2020
Staff Learning Spreadsheet.
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 RTOs 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.
i
i 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.
Activities
Complete the following activities:
Carefully read the following:
It is just over a year since Grow Management Consultants adopted your Organisational Learning Strategy and the three new policies that you developed. Since then, further recommendations were implemented and the following policies and procedures were updated based on your research and planning:
Recruitment, Selection and Induction Policy and Procedures
Performance Appraisal Policy and Procedures.
Due to the global pandemic of COVID19, the decision was made to not proceed with the external training on emotional intelligence and to run online in-house training sessions to keep employees protected and to save company funds during the financial recession that the country faced. Other courses still went ahead that had been planned for but these were all run online. All employees were set up with Zoom accounts were live webinars were run and recorded for later viewing. The training sessions were interactive and Zoom functioned smoothly.
As part of the ongoing assessment of the organisations learning management systems, Human Resources has started adding all the learning opportunities that the staff have undertaken over the year to their staff records. They have put these in a spreadsheet for easier evaluation. Additionally, all staff are given an annual questionnaire to help assess whether organisational learning targets are being met. You are required to use these documents to assess the success of the organisational learning strategies that you have implemented.
Also, the CEO has asked you to review information on grants for skill development as they would like to capitalise on any opportunities for employers to access funding for learning and development. Determine how this could be integrated into the companys Organisational Learning Strategy.
Review the organisational learning strategy implementation.
Read through the following company documents:
Staff Survey Results 2019
Staff Survey Results 2020
Staff Learning Spreadsheet
Your review should include evaluations of the following:
The end-to-end implementation of the organisational learning strategy
The performance of resources and people supporting organisational learning strategy implementation
How well learning strategies and learning resources achieve organisational learning targets.
Whether the intended strategic outcomes have been achieved through the organisational learning strategy.
You should also determine:
The changes that could be made to at least two of the companys policies and procedures
Your plans for improving the companys Organisational Learning Strategy
Use the Learning Strategy Review Template to guide your work.
Implement changes based on your review
Make the changes to the policies and procedures as outlined in your learning strategy review and in the previous activity step and make changes to the strategy document also.
Save this version of the document as Updated Organisational Learning Strategy and any policy changes with the name Updated and highlight your changes so your assessor can review the information easily.
Present your plans to senior management
Develop communication to senior management to present your review findings and changes.
The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.
It should introduce and summarise the contents of the attachments
The email text should present your work to them along with an explanation of the changes you have made and why ask them for their feedback.
Attach the following documents to the email:
Learning Strategy Review
Updated Policy and Procedures
Updated Organisational Learning Strategy
Assessment Task 3: Checklist
Students name:
Did the student: Completed successfully? Comments
Yes No Evaluate the outcomes of the organisational learning strategy implementation and implement changes by updating the companys policies and procedures to reflect their findings? Monitor the results of their learning strategies and the use of the learning resources they created, and determine whether they helped the company achieve its learning targets? Evaluate the implementation of the companys Organisational Learning Strategy? Review the performance of staff and the resources supporting the companys Organisational Learning Strategy implementation? Develop plans for improving the companys Organisational Learning Strategy? Task outcome: Satisfactory Not satisfactory
Assessor signature: Assessor name: Date:
Final results recordStudent name: Assessor name: Date Final assessment results
Task Type Result
Satisfactory Unsatisfactory Did not submit
Assessment Task 1 Knowledge questions S U DNS
Assessment Task 2 Project S U DNS
Assessment Task 3 Project S U DNS
Overall unit results C NYC Feedback
My performance in this unit has been discussed and explained to me.
I would like to appeal this assessment decision.
Student signature: Date:
I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.
Assessor signature: Date:
RTO No: 91223
-5406891432060
Assessment Task 2
BSBLDR811 Lead Strategic Transformation
Assessment Task 2 Cover Sheet
Student Declaration
To be filled out and submitted with assessment responses
I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded with any other student(s).
I understand that if I am found to have plagiarised, cheated or colluded, action will be taken against me according to the process explained to me.
I have correctly referenced all resources and reference texts throughout these assessment tasks.
Student name Student ID number Student signature Date Assessor declaration
I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.
Assessor name Assessor signature Date Assessment outcome S NS DNS Resubmission Y N
Feedback
Student result response
My performance in this assessment task has been discussed and explained to me.
I would like to appeal this assessment decision.
Student signature Date A copy of this page must be supplied to the office and kept in the students file with the evidence.
Assessment Task 2: Project PortfolioInformation 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:
a suitable place to complete activities that replicates a business environment including a meeting space and computer and internet access
your learning resources and other information for reference
Project Portfolio template
Simulation Pack for this unit (as relevant).
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
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.
ii 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.
Activities
Complete the following activities:
Carefully read the following:
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 case study scenario which you can access in the Simulation Pack for 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.
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 are involved several times. Your communication may be either directly with 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.
Preparation
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 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 Portfolio for this unit.
Read through the requirements of Section 1, 2 and 3 of your Project Portfolio.
Preparing for strategic change
Complete Section 1 of 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 1 of the Project Portfolio and 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.
Stakeholder consultation
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 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:
Speaking clearly and concisely
Using non-verbal communication to assist with understanding
Asking questions to identify required information
Responding to questions as required
Using active listening techniques to confirm understanding
The meetings should last for approximately 15 minutes each. After the meetings, complete Section 2 of your Project Portfolio.
ii 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
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 template provided in the simulation pack. Ensure you complete all parts and that you use appropriate vocabulary, grammatical structure and conventions when developing your strategy.
Attach this to Section 2 of your Project Portfolio.
Develop a communication and education plan
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 Template provided in the simulation pack.
Request feedback from staff
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 3 of your Project Portfolio.
Carefully read the following:
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.
Reflect personally on feedback
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 3 of your Project Portfolio.
Write a change management review
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 template to guide your work. Attach this to Section 3 of your Project Portfolio.
Update staff on change management processes
Make some changes to your Communication and Education Plan based 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 updated Communication and Education Plan and developed staff communication to Section 3 of your Project Portfolio.
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
Students name:
Did the student: Completed successfully? Comments
Yes No 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 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 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 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:
Speaking clearly and concisely
Using non-verbal communication to assist with understanding
Asking questions to identify required information
Responding to questions as required
Using active listening techniques to confirm understanding 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 Task outcome: Satisfactory Not satisfactory
Assessor signature: Assessor name: Date:
Final results recordStudent name: Assessor name: Date Final assessment results
Task Type Result
Satisfactory Unsatisfactory Did not submit
Assessment Task 1 Knowledge questions S U DNS
Assessment Task 2 Project Portfolio S U DNS
Overall unit results C NYC Feedback
My performance in this unit has been discussed and explained to me.
I would like to appeal this assessment decision.
Student signature: Date:
I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.
Assessor signature: Date:
