BSBLDR601 Assessment Workbook V1 02.21 1

Assessment Workbook
BSBLDR601
Lead and manage organisational change
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Version Control and Amendment History
BSBLDR601 – Lead and manage organisational change

Reason for Review Release Date Version Details
Initial Release 18/10/2021 V1. 0221 Written in line with the

BSB Business Services
Training Package
Version 7.0, released
19/10/2020
BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

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Table of Contents
Learner Assessment Information..............................................................................................5
Overview................................................................................................................................5
Active Participation..............................................................................................................5
Assessment Types..................................................................................................................5
Written Work........................................................................................................................5
Feedback to the Learner......................................................................................................5
Competency Outcome..........................................................................................................6
Additional Evidence.............................................................................................................6
Academic Integrity...............................................................................................................6
Plagiarism..............................................................................................................................6
Collusion................................................................................................................................7
Confidentiality......................................................................................................................7
Recognition Prior Learning.................................................................................................7
Assessment Appeals Process................................................................................................7
Reasonable Adjustment........................................................................................................7
Principals of Assessment and Rules of Evidence...............................................................8
AQF Level.............................................................................................................................8
Pre-Assessment Requirements............................................................................................8
Instructions for Assessors..........................................................................................................9
Written Assessments.............................................................................................................9
Accessing Intranet Pages and External Links..........................................................................10
Assessment Agreement...........................................................................................................10
Short Answer Questions.....................................................................................................12
Practical Assessment..........................................................................................................25
Workplace Project Assessment.........................................................................................26
Project Overview.........................................................................................................26
Task 1: Conduct Meeting in Relation to Organisational Change...........................28
Task 2: Develop Change Management Project Plan................................................30
Task 3: Develop Communication Plan......................................................................32
Task 4: Arrange and Manage Communication Plan................................................33
This task will require you to arrange and manage action items of the Communication
Plan as part of the Change Management Projection Plan into the organisation...........33
Task 5: Identify Barriers to Change..........................................................................34
Task 6: Implementation of Mitigation Plan..............................................................35
Task 7: Modify Change Management Project Plan.................................................36

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Assessment Workbook Checklist......................................................................................38
Record of Assessment.........................................................................................................40

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Learner Assessment Information
Overview
Prior to commencing this assessment task, your trainer/assessor will explain in detail the
requirements of these assessment tasks. Please consult with your trainer/assessor if you have
any questions relating to the requirements of these assessments. It is important that you
understand and adhere to the assessment requirements and address each assessment task in
full. If any of the required tasks are not fully addressed, then you will be required to resubmit
this assessment. Your trainer/assessor will remain available to support you throughout the
assessment process.
Active Participation
It is a condition of enrolment that you actively participate in your studies. Active participation
is attending classes and completing all of your assessment tasks on time.
Assessment Types
 Direct observation
 Portfolios/projects
 Question and answers (verbal or written)
 Presentations
The assessment tasks in this workbook assess aspects of all the elements, performance
criteria, skills and knowledge and performance requirements of this unit of competency.
To demonstrate competence in this unit you must undertake all required activities in this
workbook and have these tasks deemed satisfactory by your trainer/assessor. If you do not
answer some questions or perform certain tasks, you will be deemed to be Not Yet
Satisfactory; your trainer/assessor may ask you supplementary questions to determine your
competence. Once you have demonstrated the required level of performance, you will be
deemed Competent in this unit.
As part of the assessment process, all learners must abide by any relevant assessment policies
as provided during your classes.
If you feel you are not yet ready to be assessed or that this assessment is unfair, please contact
your assessor to discuss your options. You have the right to formally appeal any outcome and,
if you wish to do so, discuss this with your trainer/assessor.
Written Work
Assessment tasks are used to measure your understanding and underpinning skills and
knowledge of the overall unit of competency. When undertaking any written assessment
tasks, please ensure that you address the following criteria:
 Address each question including any sub-points
 Demonstrate that you have researched the topic thoroughly
 Cover the topic in a logical and structured manner
 Your assessment tasks are well presented, well referenced and word processed
 Your assessment tasks include your full legal name on each and every page and the
unit code
 Assessments must be typed using document software such as (or similar to) MS
Office
 Handwritten assessments will not be accepted (unless, prior written permission is
given)
Feedback to the Learner
Feedback on a learners’ assessment performance is a vital element in their learning. Its purpose is to
justify to learners how their competency was assessed, as well as to identify and reward specific

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qualities in their work, to recommend aspects needing improvement, and to guide learners on what
steps to take.
Feedback should:
• Guide learners to adapt and adjust their learning strategies
• Guide trainers/assessors to adapt and adjust their teaching to accommodate a learners’
needs
• Be a pivotal feature of learning and assessment design
• Focus on course and unit learning outcomes
• Guide learners to become independent and self-reflective learners and improve their own
self awareness
• Acknowledge the developmental nature of learning.
•
Competency Outcome
There are two outcomes of assessments:
o S = Satisfactory
o NYC = Not Yet Competent - requires more training and experience
Once the learner has satisfactorily completed all the tasks for this unit the learner will be
awarded “Competent” (C) or “Not yet Competent” (NYC) as the overall unit of competency
result.
If you are deemed “Not Yet Competent” you will be provided with feedback from your
assessor and will be given another chance to resubmit your assessment task(s). Please refer
to your VET Learner Handbook for further information.
Additional Evidence
If we, at our sole discretion, determine that we require additional or alternative
information/evidence in order to determine competency, you must provide us with such
information/evidence, subject to privacy and confidentiality. We retain this right at any time,
including after the submission of your assessments.
Academic Integrity
Academic Integrity is about the honest presentation of your work. It means acknowledging
the work of others while developing your own insights, knowledge, and ideas.
As a learner, you are required to:
 Undertake studies and research responsibly and with honesty and integrity
 Ensure that your work is in no way falsified
 Seek permission to use the work of others, where required
 Acknowledge the work of others appropriately
 Take reasonable steps to ensure other learners cannot copy or misuse your work
Plagiarism
Plagiarism is taking and using someone else's thoughts and writings and representing them as
your own. Plagiarism is a serious act and may result in a learner’s exclusion from their course
of study. If you have any doubts about including the work of others in your assessment,
please consult your trainer/assessor. The following list outlines some of the activities that
may be considered as plagiarism:
 Presenting any work by another individual as one's own unintentionally

 Handing in assessments that are similar to or copied from another learner
 Presenting the work of another individual or group as your own work
 Handing in assessments without the adequate acknowledgement of sources used,
including assessments taken totally or in part from the internet
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If it is identified that you have plagiarised within your assessment, then a meeting will be
organised to discuss this with you, based on this meeting further action may be taken
accordingly.
Collusion
Collusion is the presentation by a learner of an assessment as their own that is, in fact, the
result in whole or in part of unauthorised collaboration with another person or persons.
Collusion involves the cooperation of two or more learners in plagiarism or other forms of
academic misconduct and, as such, both parties are subject to disciplinary action. Collusion
or copying from other learners is not permitted and will result in a NYC grade.
Confidentiality
We will treat anything, including information regarding your job, workplace, employer, with
strict confidence and in accordance with the law. However, you are responsible for ensuring
that you do not provide us with anything regarding any third party including your employer,
colleagues, and others, that they do not consent to the disclosure of. While we may ask you to
provide information or details about aspects of your employer and workplace, you are
responsible for obtaining necessary consents and ensuring that privacy rights and
confidentiality obligations are not breached by you in supplying us with such information.
Recognition Prior Learning
Learners will be able to have their previous experience or expertise recognised on request.
Assessment Appeals Process
If you feel that you have been unfairly treated during your assessment, and you are not happy
with your assessment and/or the outcome as a result of that treatment, you have the right to
lodge an appeal. You must first discuss the issue with your trainer/assessor. If you would like
to proceed further with the request after discussions with your trainer/assessor, you can lodge
your appeal with the VET Manager, in writing, outlining the reason(s) for the appeal. Please
refer to the VET Student Handbook for further information.
Reasonable Adjustment
We recognise the need to make reasonable adjustments within our learning and assessment
environments to meet your individual needs. If you need to speak confidentially to someone
regarding your individual needs please contact your trainer/assessor. It is important to note
the following points:
 Academic standards of the unit/course will not be lowered to accommodate the needs
of any student, but there is a requirement to be flexible about the way in which it is
delivered or assessed
 If a reasonable adjustment is required trainer/assessors will need to complete the
“Reasonable Adjustment Strategies Matrix” to ensure the explanation and correct
strategy have been recorded and implemented
Principals of Assessment and Rules of Evidence

All assessment tasks will ensure that the Principles of Assessment and Rules of Evidence are
adhered to.
The Principles of Assessment are that the assessment must be valid, fair, flexible, reliable,
and consistent. The Rules of Evidence state that evidence must be sufficient, valid, current,
and authentic.
AQF Level
AQF levels and the AQF levels criteria are an indication of the relative complexity and/or
depth of achievement and the autonomy required to demonstrate that achievement.
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All assessment tasks must ensure compliance with the requirements of AQF level and the
AQF level criteria. For more information, please visit http://www.aqf.edu.au/.
For further information regarding this unit go to
https://training.gov.au/Training/Details/BSBLDR601
Pre-Assessment Requirements
Our pre assessment requirements help learners to determine if they are ready for assessment.
Your trainer and assessor must review the below points with the learner before the learner
attempts the assessment task. If any points are incomplete or not clear to the learner, the
trainer and assessor must provide relevant information to the learner to ensure they
understand the requirements of the assessment task.
The learner must ensure they are ready for the assessment task before undertaking it. Please
see below requirements:
 Completed the necessary prior learning before attempting this observation assessment
 Ensure your trainer and assessor has clearly explained the assessment process and
tasks to be completed
 Ensure that you understand what evidence is required to be collected and how
 You aware of your rights and the Complaints and Appeal processes
 Please make sure you discuss any special requirements that need to be considered
during the assessment with your trainer and assessor
 Ensure that you have all the required resources needed to complete the Assessments
 You are aware of the due date of these assessment tasks
 In exceptional (compelling and compassionate) circumstances, an extension to submit
an assessment can be granted by the trainer/assessor. Evidence of the compelling and
compassionate circumstances must be provided together with your request for an
extension to submit your assessment work

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Instructions for Assessors
Written Assessments
Learners are required to complete each assessment task in full, once all questions are
complete and the assessment has been submitted for marking, assessors must undertake the
following steps:
 Provide feedback where appropriate throughout the assessment.
 Note the quality and accuracy of the responses provided and make a judgement on
whether the assessment is Satisfactory or Not Yet Satisfactory.
 Complete the Competency Record and note the assessment outcome and attempt
number and provide general feedback for the student.
 Complete and upload the Competency Record to the Lexis Learning Hub.

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Accessing Intranet Pages and External Links
Throughout this workbook, you will be asked to access specific pages from the simulated
business, Bounce Fitness. Links to these pages are formatted in Blue Text.
To access these, hold the Ctrl key for Windows users while clicking on these links. For Mac
users, directly click the link.
The simulated business, Bounce Fitness, can be accessed by going to
http://bouncefitness.precisiongroup.com.au.
Login to Bounce Fitness using the username and password provided by your Registered
Training Organisation (RTO).
Assessment Agreement
Instructions:
Discuss and accomplish this section with your assessor before commencing then sign the
confirmation at the end of this Agreement.
Please tick at least one of the following for each section: 

Delivery Method
Classroom 
Small Group 
One-on-One 
Online 
Other (please describe) 
Assessment Pathway (for Practical Assessment)
Learner’s Organisation (Pre-assessment meeting conducted) 
Simulated Workplace Environment (Contextualised by RTO) 

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Assessment Conditions
Skills in this unit must be demonstrated in a workplace or simulated environment where
the conditions are typical of those in a working environment in this industry. This
includes access to:
Workplace documentation and resources relevant to organisational 
change management.
Assessors of this unit must satisfy the requirements for assessors in applicable vocational
education and training legislation, frameworks and/or standards.
I confirm that the activities and assessment completed as part of this unit are my own work,
and comply with all relevant copyright and plagiarism rules.
I understand that if there is any doubt of the authenticity of any piece of my assessment, I
can be orally examined, and the signatory of evidence records may be contacted.
Learner’s name Andrea Jimena Motta Pascuas
Learner’s signature Date
Assessor’s name
Assessor’s signature Date
End of Assessment Agreement

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Tasks
Complete all tasks in this assessment as instructed. If you have questions, consult with your
assessor.
Short Answer Questions
Question 1:
In the table below, identify one event and one trend that may impact on the achievement
of the organisational objective.
 Name an event for the objective
 Name a trend for the objective
 Explain how each event and trend affects the achievement of the objective
Objective Resolve all customer complaints submitted via all channels within 48 hours
1: of filing
Explanation of How Event Affects
Event
Achievement of Objective
As Bounce Fitness have been
Staff changes
restructured, it is in need of more staff for
the purpose of making its service more
efficient and fullfil their customers’ needs.
This process involves training sessions,
which means that the above objective is
impacted as until all staff learn how to
resolve all the clients complaints. Therefore
they are unable to commit their task within
48 hours filing.
Explanation of How Trend Affects
Trend Achievement of Objective
People began to be more self-

Lifestyle
conscious about their appearance ever since
training is a vital part of their well-being.
Bounce Fitness have been impacted due to
social distancing requirement. Many
members of the Bounce have been asking
for more training hours, though it has been
difficult to find more instructors to fill those
specific hours since they work with a tight
budget for that. Many others complaints
have been delayed since meeting all their
needs in 48 hours is not being possible
whatsoever.
Question 2
When analysing and interpreting information about an organisation’s internal and external
environments, there are two tools that can be used as cost-benefit methods.
Complete each table below by:
 Defining what each letter signifies
 Providing a brief explanation of each signified letter

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Definition Explanation
S Strengths Factors in which an organization or company excels at
and what make it different from the competition, such as
loyal customer base, a strong balance sheet, unique
technology, along with others.
W Weaknesses Factors that stop a company from performing and
achieving at its optimum level.
O Benefical external factors that could provide the
Opportunities
business organisation with a competitive and superior
position.
T Threats Factors that have possible harm to the modification
or adjustment you plan to implement in your business.
Definition Explanation
P Political It refers to all the factors through which a
government intervenes in a business organisation. It is
basically all the influence that a government can have
on it.
E Economic It refers to determinants of an economy’s
performance and include economic growth, exchange
rates, inflation interest rates, disposable income and
unemployment rates.
S Social This dimension has to do with demographic
characteristics, norms, customs values of the
population within which the business organization
works.
T Technology It is connected not only to the influence that
technology incentives, the level of innovation,
automation, research and development activity,
technological change can have on the operations of an
organisation but also how well technological
understanding and knoledge a market possesses about
it.
L Legal it includes more specific laws such as:
discrimination laws, antitrust, employment, consumer
protection laws, copyright patent, health and safety
laws.
E Environmental and ecological aspects that may
Environmental affect the organisation operation, for instances climate,
weather, location, global climate change,
environmental offsets, so on.
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Question 3
Answer the following questions regarding risks to organisational change.
Briefly explain each of the following requirements to assess risk

Requirements to assess Explanation
Risk
Likelihood It refers to the probability of something occurring.
Consequence It refers to the outcome of something happening.
Risk Rating It refers to the assessing of the risk involved in the
daily activity ejecuted during the project, afterwards it is
classified based on the impact had on the business.
Priority Rating it refers to a scale of priority when it comes to
correcting or mitigating a risk.
Complete the table below:
 Identify two common barriers to change
 Identify at least one mitigation strategy for each barrier
 Explain how each mitigation strategy addressed barrier to change
Barriers to Change Mitigation Strategies Explain of How Mitigation
to Address these Strategy Addresses Barrier to
Barriers Change
Employee opening
 By improving the way
resistance to change communication lines the managers speak and look
with employees. at the employees, they will
increase In all likelihood the
impact on persuading others.
Therefore it would be more
effective and easier to get the
need and the impact of
change through.
Poor Implement an By setting clear
communication effective expectations, inform possible
1. Communication timelines, and keeping the
Strategy: employees updated regularly about
communication clear the plans and progress toward the
and frequent. change, the organisation will
ensure the communication between
managers and employees is
intentional and proactive. Thus
everyone will be on the same page,
which will help make the process as
simple and efficient as possible.

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Question 4
Read the following scenario about a Flower Delivery business
Rose acquired a Flower Delivery business almost a year ago. When Rose started, she
had established a vision for the existing business on expanding it by exceeding customer
expectations. It was successful and her business doubled in a short time. Customers were
returning to “Blooms” repeatedly and recommending friends and family. In the last three
months, she has noticed a decline in orders and regular customers not calling. She did
implement a growth strategy for her staff at this time which involved them contacting
every customer, 24 hours after for their feedback.
Some of her staff were positive about this but one was very resistant. Rose informed
them all they would just have to do it as it was a requirement of the job and as a team.
Rose did hear a comment about this staff member being abrupt with a customer. She is
now wondering if this could be impacting her decline in business Rose needs to take
action to make a change and turn her business around. Rose wants to improve
communication and educate her staff about how this benefits them and the customers.
 Answer the following questions based on the Communication Plan
 Complete the Communication Plan, briefly answering the components in relation
to the scenario.
a. Identify at least two possible experts Rose can consult to improve her staff training
a. Experts in communication skills

b. A mentor or coach

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Communication Plan
Explanation
Components
a. Communication Provide staff members with training on how to assist a
strategy client.
Staff members – It is crucial to educate your team about
the vital contribution the body language and tonality
have toward not only their wellbeing but also the
b. Target Audience efficiency with which your communication is received.
Therefore, the customer’s satisfaction will greatly
benefit from a positive, encouraging and successful
environment.
Staff members– they are in charge of providing
customers with a helpful and attentive service through
an effective communication.
c. Personnel Responsible Rose – her responsibility will be to encourage and train
employees to excel at offering a great service through
an explanation of the reasons why it is required and
make sure it is put into practice.
The customer satisfaction will be measure through
surveys.
d. Key Message Having the opportunity to know what the customers’

opinion are will allow the organization to analyse its
strengths and weaknesses in order to improve its service
overall.
It is implemented a Customer Satisfaction Score
e. Communication
(CSAT) in the shop and also integrated a subtle
method to be used
feedback bar inside the company’s website.
This is available for all customers within 24 hours
f. Frequency online after they receive a service or delivery and CSAT
is available while the shop is open.

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Question 5
Complete the table below by explaining each requirements of an education plan.
Training Need Analysis

Explanation
Components
It refers to the method on how an organization
a. Training Strategy achieves educational aims.
It refers to the intended group of people you

b. Target Audience pretend to reach and who undergo the training required.
This refers to an expert who can lead and

conduct the training based on a strategic plan in order to
c. Facilitator create great outcomes for the staff.
It refers to the timelines on which the training

d. Expected Timeframe sessions might be arranged to be held on average.
It refers to the training strategy target or goal an

e. Expected Outcome organization is expected to aim.

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Question 6
Complete the table below by providing by doing the following:
 Identify the eight steps of Kotter’s 8-Step Change Process
 Briefly explain how each step can be implemented in a workplace
Kotter’s 8-Step Change Explanation of How Each Step if Implemented in a

Management Process Workplace

1. Stablish possible threats in the organization and

build up a mitigation strategy or plan.
a. Create a 2. Examine opportunities which should be
Sense of Urgency implemented as solution.
3. Commence discussions and explain compelling
arguments to convince staff and stakeholders that
change is needed.

1. Identify vital external and internal leaders in your
organization.
a. Build a guiding
2. Build a hard work team to excel at your goal.
coalition.
3. Supervise their work ensuring that there is a wise
mixture of roles from different departments in
each team.

1. Determine the vital values to the change.
b. Form a vision
2. Summarize the vision of the organization.
for change.
3. Build up a strategy to accomplish it.
4. Make sure that your coalition is well prepared to
give a detailed speech of the vision.

c. Communicate 1. Have a constant discussion of the vision with your
your vision employees.
2. Address peoples' concerns and anxieties, openly
and honestly.
3. Put into practice the vision in all the operations.

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1. Identify those clue leaders responsible for
delivering the change.
d. Remove 2. Ensure that all the system (organization) is
obstacles and barriers working in line to the vision.
3. Reward people who make this change possible.
4. Identify people who represented the resistance
to change and help them to see what is needed.
5. Implement efficient actions to eliminate any kind
of barrier.

1. Search for sure-fire project that can be put into
e. Create short- action without resistance.
term wins. 2. Desist any expensive short-term target.
3. Thoroughly examine possible advantages and
disadvantages of your targets.

f. Build on the 1. Once you have achieved a target, identify the
change. strengths and weaknesses.
2. Set goal to continue excelling at achieving targets.
3. Keep working on continuous improvements.

1. Ensure that every change succeeded stick and
g. Anchor the introduce it as a core of your organization.
change 2. Reward those key members who were part of the
process of success.
3. Build up contingence plans to replace key leaders
as they move on.

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Question 7
The DREC curve is change cycle that described the four stages individuals go through as
they adjust to an organisational change.
Complete the table below. To do this you must:
 Identify the four stages of the DREC curve
 Using your own words, briefly explain what a change leader must do during each
stage of the DREC curve
Stages of DREC Curve Explanation of How Each Step if Implemented in a

Workplace

1. Maintain a constant communication with your
team in a way that they are kept updated avoiding
a. Denial reaching the point of overwhelming them.
2. Encouraging staff members to clarify all their
questions in relation to the change by showing
them you are open to help regarding the change.

1. Once an organization starts building the plan,
they should take the possible impacts and
objection your team can come across into
b. Resistance
consideration therefore they can provide them
with action to mitigate their problems.
2. Interacting with the staff members, listening to
their opinions.

Once staff members have accepted the change,
the manager(s) should give them time to adapt to
c. Exploration
it. Not only by being supportive and helpful but
also providing them with training and
opportunities to assimilate the change.

By this stage all the staff members are adapted to
the change, which means they are more
d. Commitment productive and efficient. Besides the positive
effects are more discernible. Keep supporting
your team.

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Question 8
Identify two strategies for embedding change within an organisation. Provide an
explanation for each of the identified strategies.
Strategies for Embedding Change Explanation
Build on the Change It is crucial to keep in mind that each

success provides a business with an opportunity to
build on what an organization did right and also
on what went wrong. For that reason, assessing
each success achieved by identifying its strengths
and weaknesses is vital. Besides setting goals to
build on the momentum you aimed at as well as
promoting a culture of improvements.
Listen to staff feedback When the employees give their opinion,
their voices should be heard. No one knows better
than them to help the business grows and succeed
since it is their workplace and they always know
when something is going on. By listening to them
the business will ensure every decision made will
not be regretted at the end, which will prevent staff
turnover or lower productivity.

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Question 9
Read the following scenarios and answer the questions that follow
Scenario 1
Bounce Fitness is attempting to set up feedback sessions to get the insight of employees
regarding the organisational change they will be undertaking. This is the first time the
employees are being given an opportunity for feedback, since Bounce Fitness usually
employs one-way communication between management and employees.
Complete the table by doing the following:
i. Identify the change strategy being implemented
ii. Identify one organisational behaviour that would affect the application of the
following change strategy
iii. Briefly explain how the identified organisational behaviour impacts the
application of the change strategy
Change Organisational Impact of Organisational Behaviour on Change
Strategy Behaviour Strategy
Management
used one-way
Feedback communication The method one-way feedback could make the
sessions employees uncomfortable and it may turn out they
between
do not express their genuine opinion afraid of the
management and
consequences it can imply.
employees. Staff may not be interested in the impact the
implemented change brought to the organization.

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Scenario 2
Bounce Fitness is adapting a new application for its Point of Sales system. It’s a new
application developed to ensure smoother transaction using a cloud system. However, the
new application has also enticed numerous fitness centres. Due to the high demand, the
current developers are having a hard time sustaining server for the application.
Complete the table by doing the following:
i. Identify the change strategy being implemented
ii. Identify one external environment factor that would affect the implementation of
the identified change strategy
iii. Briefly explain how the external environment factor impacts the application of
the change strategy
External
Change Impact of External Environment on Change
Environment
Strategy Strategy
Factor
Adapting Current this current issue may impact the system
to a new POS developers of significantly. For instance, the app could stop working
system to ensure application are or even resulting in some delays in updating of sales
smoother unable to and crashing of the application during usage.
transactions. sustain servers
for the
application.

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Question 10
In your own words, describe each of the following components of a change management
project plan.
Change Management Project Plan Description
Components
It refers to a detailed outline of the factors
that involved a change management project like
a. Scope activities, resources, timelines, and deliverables,
as well as the project’s boundaries.
It refers to the part where the people who

are going to be involved (staff and stakeholders)
b. Roles and Responsibilities and impact (customers) by the project
management change and how they are going to
adapt to it.
It refers to the part where the
communication plan is detailed including the
c. Communication Strategy templates and protocols on how the progress
and inconvenient are planning to be
transmitted.

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Practical Assessment
The Practical Assessment is a set of tasks that must be completed in a workplace, or in
an environment with conditions similar to that of a real workplace.
To be assessed for this unit of competency, you must demonstrate the ability to
complete the tasks outlined in the elements, performance criteria and foundation skills
of this unit, including evidence of the ability to use your skills and knowledge to develop
and implement a Change Management Project Plan to lead and manage organisational
change.
The Practical Assessments in this workbook include:
1. Workplace Project Assessment
A series of written practical tests assessing the learner’s practical knowledge and
skills underpinning of the unit of competency. This includes the learner
completing workplace documents or similar as evidence of competent
performance.
2. Workplace Practical Observation
A set of assessment tasks where the learner must demonstrate practical skills
relevant to the unit of competency. These skills are to be demonstrated while
being observed by the assessor.
IMPORTANT!
 All signatures/initials in your submissions, including yours, must be handwritten
and dated. Submissions with signatures/initials must be scanned.
 The supervisor/observer who completes and signs your evidence submissions
must provide their real name, contact number, and email address for your
assessor’s reference.
 Should you encounter issue or concerns regarding your assessment, contact your
assessor.

25
Workplace Project Assessment
Project Overview
This workplace project assessment requires you to develop and implement a Change
Management Project Plan to lead and manage organisational change.
This assessment is divided into seven project tasks:
 Task 1: Conduct Meeting in Relation to Organisational Change
 Task 2: Develop Change Management Project Plan
 Task 3: Develop Communication Plan
 Task 4: Arrange and Manage Communication Plan
 Task 5: Identifying Barriers to Change
 Task 6: Implement Mitigation Plan
 Task 7: Modify Change Management Project Plan
This project requires you to complete the assessment tasks in a real workplace, or in an
environment with conditions similar to that of a workplace in this industry.
Each task comes with a set of instructions. You are to follow and perform these
instructions while being observed by the assessor and/or submit any required
documentation.
Before starting this assessment, your assessor will discuss with you these tasks,
including instructions and guidance for satisfactorily completing them.

26
You are required to:
 Complete the tasks within the time allowed, as scheduled in-class roll.
 Analyse and interpret information about the organisation’s internal and external
environment and consult with stakeholders to identify requirements and
opportunities for changes that support organisational objectives
 Prioritise opportunities for changes with input from relevant stakeholders.
 Develop a change management project plan for the priority changes incorporating
resource requirements, risk management and timelines
 Develop strategies to communicate or educate the changes and embed them
 Obtain approvals and agree reporting protocols with relevant managers and
implement the plan including addressing barriers to change
 Review and evaluate the change management project plan and modify as needed to
achieve objectives.
Resources Required for Assessment
Resources you need to access to complete the project 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 are provided in the project tasks, unless otherwise
specified. These can be accessed from the following link:
BSBLDR601 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 from your
organisation cover all criteria required by each assessment task.
Review these forms and templates with your assessor before starting the task.

27
Task 1: Conduct Meeting in Relation to Organisational Change
ASSESSMENT INSTRUCTIONS
Your assessor will observe you as you conduct a meeting with key stakeholders, experts
and specialists to analyse at least one organisational change.
Relevant stakeholders can be individuals or groups directly impacted by the
organisational change you will implement. They must be involved throughout the
development, implementation and monitoring process.
Experts refers to individuals or groups who have knowledge and experience in
implementing the required change in organisation.
Specialists refers to subject matter specialists who have expertise over a specific aspect of
the business that is affected by your identified change.
Use your workplace/organisation’s template(s) to complete this task, or use the Change
Management Project Plan template provided at the Bounce Fitness site. This will be used
throughout the Practical Assessment Tasks.
Prior to commencing your meeting, you must Review at least two pieces of workplace
documentation relevant to the organisational change you are to undertaking.
This includes:
 Business plans
 Feedback Surveys and Forms
 Business and Communication Plans
 Reports
 Service-level agreements (SLAs
You will be assessed on your practical skills to:

 Analyse and interpret information from the documentation about the organisation’s
internal, external environment and identify two of each of the following:
o Management decisions in relation to change
o Organisational objectives
o Performance gaps
o Change opportunities
o Business threats
 Discuss and identify requirements for change for change that support organisational
objectives from workplace documentation
 Discuss and seek information, clarify, questioning, confirm understanding and
active listening.
After consultation, complete the “SWOT Analysis” and “PESTLE Analysis” sections of
the Change Management Project Plan.
Review Workplace Project Task 1 – Observation Form before starting this task. This form
outlines all the practical skills you need to demonstrate to satisfactorily complete this

28
task. Your assessor will also discuss with you the practical skills outlined in this form prior
to the assessment.
Review the template(s) 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 Project Plan template provided at the Bounce Fitness site.
Submit the partially completed Change Management Project Plan with the completed
“SWOT Analysis” and “PESTLE Analysis” sections to your assessor.
Include any supplementary documents/sources used in the meeting, such as:
 Organisational documents such as business plans, reports or similar, with relevant
objectives and practices about the organisation’s existing guide to organisational
change
 Printed or online sources relevant to issues, practices, or requirements, including
government websites in relation to communication

29
Task 2: Develop Change Management Project Plan
This task will require you to develop a Change Management Project Plan to lead and
manage organisational change.
Use your workplace/organisation’s template(s) to complete this task or use the Strategic
Audit Template as part of and the Change Management Project Plan Template provided
at the Bounce Fitness site.
To complete this task, you must:
 Complete a strategic audit of your organisation based on your findings from the
information obtained in the SWOT Analysis and PESTLE Analysis Workplace
Project Task 1.
You will need to indicate your findings as they shed light on the internal
environment of your organisation
 Develop the Change Management Project Plan template from the information
and resources
This must include the following:
o Priorities change requirements
For each activity identified, you must identify the following:
 Key personnel responsible for the implementation of this activity
 Resources required to implement the activity
 Target timeframes for implementation
 Target outcome after implementation
o Risk management plan for change to be undertaken

30
Review Workplace Project Task 2 – Assessor’s Checklist before starting this task.
This form outlines the following:
o Resources you are required to access to complete the task.
o All criteria your submission must address to satisfactorily complete this task.
You assessor will discuss these resources with you, and the criteria outlined in this form
prior to this assessment.
Review the template(s) you will use to complete this task. If you are using template(s)
template(s) covers all requirements that apply to this task. Otherwise, complete the
Strategic Communication Audit template as part of and the Change Management
Project Plan template provided at the Bounce Fitness site.
Submit the partially completed Change Management Project Plan to your assessor.

31
Task 3: Develop Communication Plan
Your assessor will observe you as you consult with relevant managers to develop the
Communication Plan for the organisational change you are to undertake.
Relevant managers are the required personnel responsible with embedding the change
into the organisation.
These can include:
o Board members
o Department heads
o General managers of different work team
Use your workplace/organisation’s template to complete this task or use the
Communication Plan template as part of the Change Management Project Plan
template provided at the Bounce Fitness site.
Note: If you are to use your workplace/organisations template, make sure you show
evidence of the following in your plan.
You will be assessed on your practical skills to:
 Develop a Communication Plan to implement the Change Management Project
Plan developed in Workplace Project Task 2.
You must obtain approval from all relevant managers before concluding the
discussion.
 Discuss and seek information using appropriate structure and language
 Using active questioning and listening to clarify and confirm understanding
After the consultation, you must partially complete the ‘Communication Plan’ section of
the Change Management Project Plan with information discussed during consultation.
Leave the ‘Actual date of Implementation’ and ‘Actual Outcome’ of Communication Plan
blank. This will be completed in a future task.
Review Workplace Project Task 3 – Observation Form before starting this task. This form
outlines all the practical skills you need to demonstrate to satisfactorily complete this
to the assessment.
Submit partially completed Communication Plan.

32
Task 4: Arrange and Manage Communication Plan
This task will require you to arrange and manage action items of the Communication Plan
as part of the Change Management Projection Plan into the organisation.
 Arrange activities for delivery of each action item listed in the Communication Plan
developed in Workplace Project Task 3.
 Manage activities for delivery of each action item listed in the Communication Plan
developed in Workplace Project Task3.
 Update the following columns of your Communication Plan following your
implementation:
o Actual implementation date
o Actual outcome/ status update
This form outlines all the practical skills you need to demonstrate to satisfactorily
complete this task. Your assessor will also discuss with you the practical skills outlined in
this form prior to the assessment.
 Resources you are required to access to complete the task.
 All criteria your submission must address to satisfactorily complete this task.
You will need to submit an updated Communication plan to your assessor.
Additionally, you will need to submit evidence that you have arranged and managed each
action item outlined in the Communication Plan to your assessor.
Samples of evidence of arranging and managing can be:
 Questionnaires/surveys with stakeholder feedback
 Copies of email correspondence with relevant stakeholders
 Photos or videos from the workplace demonstrating implementation of the action
item
 Copies of instructions provided to relevant stakeholders on how to implement the
specific action item (e.g. instructions for conducting consultations)
 Evidence of communication/consultation to key personnel and/or stakeholders

33
Task 5: Identify Barriers to Change
Your assessor will observe you as you consult at least key personnel regarding the
implementation of the Communication Plan from Workplace Project Task 4 to
identify barriers to change.
Use your workplace/organisation’s template to complete this task or use the
Communication Plan as part of the Change Management Project Plan template
provided at the Bounce Fitness site.
Note: If you are to use your workplace/organisations template, make sure you
show evidence of the following in your plan.
Your assessor will observe you as you demonstrate practical skills to:
 Assess performance of implemented communication plan against
objectives of Change Management Project Plan.
 Identify at least two barriers to change that affected the outcome of
Communication Plan implemented in Workplace Project Task 4.
 Discuss prescribed mitigation strategy to address barriers based on
Mitigation Plan developed in Workplace Project Task 2.
Review Workplace Project Task 5 – Observation Form before starting this task.
This form outlines all the practical skills you need to demonstrate to satisfactorily
complete this task. Your assessor will also discuss with you the practical skills
outlined in this form prior to the assessment.
 All criteria your submission must address to satisfactorily complete this
task.
IMPORTANT!
If you are communicating outcomes and trends based on an existing workplace
Communication Plan from your organisation, you must submit copies of
documents used to identify the barriers and outcomes. Adapt this based on the
requirements of your task.

34
Task 6: Implementation of Mitigation Plan
This task will require you to Implement Mitigation Plan as a response to the two identified
barriers to change identified in Workplace Project Task 5.
You are to complete the Mitigation Plan which is incorporated in the Change
Management Project Plan Template.
 Implement action items to address barriers to change as outlined in the
Mitigation Plan.
 After implementing the actions, update the following sections of the Mitigation
Plan:
o Actual Date of implementation
o Revised Risk Rating.
Review Workplace Project Task 6 – Assessors Checklist before starting this task.
This form outlines all the skills you need to demonstrate to satisfactorily complete this
to the assessment.
Submit the completed Mitigation Plan to your assessor.
Additionally, you must submit evidence that you have implemented each mitigation
strategy to address barriers.
Evidence can include:
 Email correspondence
 Meeting minutes
 Video recording of the meeting conducted with the stakeholders

35
Task 7: Modify Change Management Project Plan
This task requires you to modify the Communication Plan based on the Mitigation Plan
from Task 6, as part of your Change Management Project Plan.
Prior to commencing this task, you must:
 Have completed all Workplace Project Tasks 1-6; or
 Have access to your organisation/workplace’s change management project plan
other than the one developed for this assessment
 Access and review Communication Plan that you updated in Workplace Project
Task 4.
 Identify at least two areas of improvement in the Plan, based on your changes
implemented in Workplace Project Task 6.
o If you’re referring to the Change Management Project Plan from this
project assessment, you can base your areas of improvement on any of
the following:
 Areas of improvement identified from Workplace Project Task 5
o If you’re referring to the Change Management Project Plan from your own
workplace, you can base your areas of improvement on any of the
following
 Any other areas you find from the Change Management Project
Plan that require modification
 Modify the section in the Change Management Project Plan document based on
your findings. Outline the modifications done using the version control section of
your Change Management Project Plan document.

36
Review the template(s) you will use to complete this task. If you are using a template
template covers all requirements that apply to this task.
Submit the modified Change Management Project Plan to your assessor.
IMPORTANT!
If you are modifying a Change Management Project Plan from your own
workplace/organisation, submit a copy of the Change Management Project Plan as
supplementary evidence.

37
Assessment Workbook Checklist
Instructions:
Your assessor will review your submissions against the checklist below. This section is to
be completed by your assessor.
The learner has completed the Short Answer Questions in this workbook 
Short Answer Questions 
The learner has completed the Practical Assessments in this workbook 
and has submitted all the required evidence:
Task 1: Meeting in Relation To Organisational Change
SWOT Analysis 
PESTLE Analysis 
Evidence of at least two communication documents used 
Specify evidence submitted:
a.
b.
Video recording 
Only if direct observation is not possible

38
Task 2: Develop Change Management Project Plan
Updated Change Management Project Plan 
Task 3: Communication Plan
Communication Plan 
Video recording 
Task 4: Arrange and Manage Communication Plan
Communication Plan with actioned columns 
Evidence of arranging Communication Plan 
Evidence of managing communication plan 
Task 5 Identify barriers in response to change
Video recording 
Task 6: Implementation Mitigation Plan
Update Mitigation Plan 
Evidence of implementing mitigation strategies 
Task 7: Modify Change Management Project Plan
Updated Change Management Project Plan with version control 

39
Record of Assessment
Instructions:
This section is to be completed by your assessor.
Assessment Details
Learner
Course Code
Unit of BSBLDR601 - Lead and manage organisational change
Competency
Assessor Name
RTO

40
Needs more
Assessment Activity Satisfactory
evidence
Short Answer Questions
Short Answer Question 1  
Task 1: Conduct Meeting in Relation to Organisational Change  
Task 2: Develop Change Management Project Plan  
Task 3: Develop Communication Plan  
Task 4: Arrange and Manage Communication Plan  
Task 5: Identifying Barriers to Change  
Task 6: Implement Mitigation Plan  
Task 7: Modify Change Management Project Plan  

41
Needs more
Context Details Satisfactory
evidence
 
 
 
 
 
 
Supervisor/Observer Verification Log
Supervisor/Observe
Supervisor/Observe Role in the Contact Date of r verifies the
r Name Assessment Details Contact learner’s
submissions
 Yes  No
 Yes  No
 Yes  No
 Yes  No
Assessor’s Comments
Remarks/feedback
Details of further evidence required
Please tick the appropriate box. Yes No

Comments and further action required are noted in the Learner  
Assessment Pack
Results discussed and agreed to by the learner  
You have the right to appeal the outcome of your assessment.
 Competent
The Learner is  Not Yet Competent
Assessor’s signature Date signed

42
I further confirm that I have verified the learner’s submissions by contacting the learner’s
supervisor and/or observer whose names appear in the Supervisor/Observer Verification
Log above.
After reassessment, the Learner is:  Competent  Not Yet
Competent
Assessor’s signature Date signed
Learner’s Comments
The signature confirms that I have submitted all my own work, and agree with the
assessment decision and feedback.
Learner’s signature Date signed

43
End of Document

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Version Control and Amendment History

BSBLDR601 – Lead and manage organisational change

Initial Release 18/10/2021 V1. 0221 Written in line with the

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 Presenting any work by another individual as one's own unintentionally

Principals of Assessment and Rules of Evidence

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BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

Please tick at least one of the following for each section: 

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

Learner’s signature Date

Assessor’s signature Date

End of Assessment Agreement

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

People began to be more self-

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

Briefly explain each of the following requirements to assess risk

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

a. Experts in communication skills

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

d. Key Message Having the opportunity to know what the customers’

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

Training Need Analysis

It refers to the intended group of people you

This refers to an expert who can lead and

It refers to the timelines on which the training

It refers to the training strategy target or goal an

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

Kotter’s 8-Step Change Explanation of How Each Step if Implemented in a

1. Stablish possible threats in the organization and

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

Stages of DREC Curve Explanation of How Each Step if Implemented in a

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

Strategies for Embedding Change Explanation

Build on the Change It is crucial to keep in mind that each

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

It refers to the part where the people who

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

Forms and Templates

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

You will be assessed on your practical skills to:

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21

BSBLDR601 - Lead and manage organisational change Assessment Workbook V1 02.21