BSBLDR601 Project Portfolio

AustralianTechnoManagementCollegePty.Ltd.
t/a APSLEYCOLLEGE
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PROJECT
PORTFOLIO
STUDENT VERSION
BSBLDR601
LEAD AND MANAGE
ORGANISATIONAL CHANGE
BSBLDR601 PROJECT PORTFOLIO 1

AustralianTechnoManagementCollegePty.Ltd.t/a APSLEYCOLLEGE
ABN:33609216757 RTO:45335 CRICOS: 03672B
2150
Contents
Section 1: Identify organisational change requirements and opportunities ................................................. 4
Section 2: Develop and manage an organisational change management plan .......................................... 6
Section 3: Evaluate your change management strategy ........................................................................... 13

ABN:33609216757 RTO:45335 CRICOS: 03672B
2150
Student name: Fabricio Jose Santos Cruz
Assessor: Donar Firman Rochmilijar
Date: 13.09.2023
Business this assessment is

based on:
Documentation reviewed as
preparation:

ABN:33609216757 RTO:45335 CRICOS: 03672B
2150
Section 1: Identify organisational change

requirements and opportunities
1 Provide a brief overview of the business or organisation you are basing your portfolio on.
1.1 What is the name of the business or organisation?
NatureCare.
1.2 What is the main focus of the business?
Production of the eco-friendly and high-quality beauty skin care products to attract a wide range
of women professionals.
1.3 Explain your organisation’s strategic goals (list at least two organisational objectives).
• Increase profitability by 10%;
• Expand the existing product range by 15%.
2 What role will you assume as you lead and manage organisational change?
2.1 What is your role and related responsibilities?
Manager. I will need to manage all aspects of IT changes while ensuring the participation and
engagement level of the existing personnel.
2.2 How does your role and responsibilities relate to the execution of your organisation’s strategic
goals?
My new function allows me to empower the required changes within the business processes to
support the organizational goals and objectives.
3 Identify the organisational requirements you must follow as you manage change.
3.1 Which organisational documents (e.g. policies and procedures) provide input on how you
approach organisational change? e.g. Risk management, Record keeping, Strategic Plan etc.?
The internal communication policy and procedure.
3.2 Are there any processes you need to follow (include reporting protocols to managers)?
Yes. Because I will need to communicate with the team members frequently to provide
information about the organization changes. I will need to adapt my language and channels to
achieve my target: e-mail, banner, letters.

ABN:33609216757 RTO:45335 CRICOS: 03672B
2150
4 Analyse the external environment of your organisation.
4.1 What is the political situation like (e.g. unrest, government support of small business,
government policies)?
The Australian government supports the small business houses.
4.2 What is the current and predicted economic situation (e.g. state of local and other applicable
economies, interest rates, exchange rates, employment rates etc.)?
The economic situation is based on capitalism, which concentrate more on profit maximization
to give strong competition to the existing competitors.
4.3 Are there any social considerations (e.g. changing values, beliefs, attitudes and habits)?
The empowerment. The organization needs to improve its skills and abilities to survive inside the
market doing the right thing.
4.4 How are technological advances affecting the business (e.g. internet, RPA, risk control)?
It develops the situation to increase the level of profitability.
4.5 What are your competitors doing/achieving?
They are focusing more on production of environment friendly products to attract the attention of
women professionals.
4.6 What does the market want?
The market wants the best companies: have latest technologies, good and clear communication,
high ranger of sales (market share).
5 Analyse the current internal environment of your organisation.

5.1 What are the barriers and threats to change in your organisation?
• Negative employee attitude;

• Inefficiency communication;
• Bad behaviour;
• Internal culture / resistance to changes.
5.2 What are your organisation’s strengths that will contribute to it achieving its objectives?

ABN:33609216757 RTO:45335 CRICOS: 03672B
2150
• Talented and diverse employees;
• High-quality skin care products;
• Strong web team.
5.3 What are the weaknesses in your organisation that may require change?
• Limit product line;

• Less availability of the financial resources;
5.4 What new and innovative opportunities currently exist in your organisation?
• Support of government;
• Increasing demand for eco-friendly skin care products.
6 Plan to meet with at least two stakeholders.

6.1 Who will you meet with?
Administrator Assistant, Operations Manager and Financial Manager.
6.2 How will you interact with the stakeholders to build and maintain effective working
relationships?
The relationship will be done through face-to-face meetings, web conferences.
6.3 How will you use inclusive and collaborative techniques to negotiate change/opportunity
priorities?
To align the organizational goals with the strategic initiatives to empower the required change
and support the internal business.
6.4 How will you use lateral thinking and exploration to develop new and innovative ideas (e.g.
brainstorm)?
We will use the brainstorm to develop the ideas and skills.
7 Complete the table to summarise the outcomes of your meeting.

Note: If not already viewed in person by your assessor, attach proof of your meeting with
stakeholders to this section of your portfolio (e.g. video of meeting).

ABN:33609216757 RTO:45335 CRICOS: 03672B
2150
Change/opportunity (at least How do the changes support Priority Agreed

three) the organisation’s objectives? reporting
protocol
Implementation of RPA The implementation of invoicing High Documentation

system will facilitate easy and
accurate invoicing suppliers,
customers, and third parties.
Expand the existing product The increase product ranges will Moderate Documentation
line meet the different needs of
customers.
Automate internal business Automated internal process Moderate Documentation

process through ERP facilitate easy invoicing, and data
management.
8 Seek expert/specialist advice about the identified changes/opportunities and the related change
management process.
8.1 Who will you consult with?
CEO, Operations and Administrative Manager.
8.2 What communication tool will you use to seek their advice?
I will use e-mail.
Attach: Organisational documentation (e.g., policies and ☐

procedures)
Proof of meeting with stakeholders ☐
Proof of specialist/expert consultation ☐

ABN:33609216757 RTO:45335 CRICOS: 03672B
2150
Section 2: Develop and manage an organisational

change management plan
1 Assess the risks associated with the changes identified in Section 1 of your Project Portfolio. Include
at least one barrier in your organisation to change.
Note: you may enter relevant information into the table below, or use any other appropriate format. If
you use another format (e.g. MS Excel spreadsheet, your organisation’s risk template etc.), attach
proof to this section of your portfolio.
Risk Potential outcomes Assessment Mitigation strategy
Likelihood Impact
(scale of 1 (scale of 1 to 4)
to 4)
Resistence of Delay in implementing 2 1 Conduct timely meeting

employees from changes and workshops to inform
change changes to employees
implementation
Increased implementation 2 1
costs
Poor project Poor system integration with 1 1 Use appropriate project

planning existing internal process planning technology
Increased cost 2 2
Failure in Less communication among 3 1 Use motivation and

establishing team members engagement techniques to
coordination motivate and collaborate
among team with employees
members
High dissatisfaction among 2 1
team members
2 Complete the table to assign resources to the required changes/opportunities.

Note: You must assign at least one resource for each change/opportunity you identified previously in this
assessment.

ABN:33609216757 RTO:45335 CRICOS: 03672B
2150
Change/opportunity Resources
Implementation of RPA Operations Manager

invoicing system
Expand the existing CEO

product line
Automate internal Administrative Manager

business processes
through ERP system
implementation
3 Use an appropriate method to conduct a cost-benefit analysis for the change/opportunity that was
assigned the highest priority.
Opportunity: Implementation of RPA invoicing system

Benefits: Less invoicing issues, easy invoicing, effective cost tracking, and improved relationship
with the suppliers.
Costs:
Activities Costs
Arrange quality RPA System $1000
Skilled manpower $1700
Hardware and software resources $800
Total Cost $3500
The benefits are high in comparison to cost which will lead improved profitability.
4 Use the work you’ve done in this section so far to develop a written change management project
plan. In your plan, include:
• a description of the required changes/opportunities (including their priority and cost/benefit

analysis of the highest priority change/opportunity)
• resource requirements
• risk management
• recommendations for timelines.

ABN:33609216757 RTO:45335 CRICOS: 03672B
2150
PLAN:
Required changes and opportunities: There are three key opportunities and changes which include:
implementation of RPA invoicing system, expand existing product line, and automate business
process through ERP system implementation. The key prior opportunity is implementation of RPA
invoicing system which prove very beneficial and require cost $3500.
Resource requirements: Hardware and Software products, and skilled manpower.
Risk Management: Risk management requires frequent meeting with team members to identify
potential delays to mitigate immediately.
Timeline:
Implementation of RPA system Timing
Project planning 20 days
Implementation of RPA system 15 days
Project testing and monitoring 12 days
Project improvements and closure 5 days
5 Obtain approval of your change management project plan from any relevant managers.
5.1 Who will you seek approval from?
CEO
5.2 How will you obtain approval (e.g. email to CEO with plan attached, verbally at an executive
team meeting etc.)?
To: CEO
Subject: Seek approval for change project plan
Respected Sir/ Mam,
In order to achieve the existing strategic goals, I have decided to implement the RPA invoicing
system. The system will cost $3500. Besides, it will come up with different benefits such as satisfied
suppliers and customers, improved invoices, less payment issues which prove beneficial for long
run. Please look into the attached change project plan to give us approval for the same.
Thanks,
Change Manager.
6 Consult with relevant personnel to seek their input for a communication or education plan to
communicate the required changes and opportunities (e.g. you may wish to seek input about
personnel’s learning preferences and intrinsic/extrinsic motivation factors or you may wish to seek
the executive management’s preference for how change is communicated).
Email

ABN:33609216757 RTO:45335 CRICOS: 03672B
2150
To: Executive Team,
As you know that the organization is going to implement RPA invoicing system to perform the
required changes within the invoicing process to increase transparency and accuracy. I need you
active support and collaboration within the RPA system implementation process. Please, let me
know about your considerations.
Thanks and regards,
Change Manager
7 Develop a communication or education plan that:
• communicates/educates relevant stakeholders about the changes
• promotes the benefits of organisational change.

Note: you may enter relevant information into the template below, or use any other appropriate
format. If you use another format (e.g. MS Word document), attach proof to this section of your
portfolio.
Change or Who must Objectives of Strategy to Communication Activities Person Timefra

opportunity receive communicati embed change or education required to responsible for me
communication on or tool to be used deliver the the
or education education communicati communication
about the (e.g. Live on pr or education
change? demonstration education
of new
(e.g. Sales staff) software) (e.g. one on
one training
session to
demonstrate
new
software)
Implementati Operations Gain Structured RPA One-one Operations 2

on Staff support change software training Manager month
manageme session s
Of RPA
nt process
invoicing
system
Expand the Marketing Develop Structured Last On-the- Operations 3

existing and informed change production job manager month
product line Operations team manageme technologi training s
staff nt process es
Automate Operations Gain Structured ERP On-the- Administrati 2

internal and support change software job ve Manager month
business Administrati manageme training s
process ve staff nt process
through ERP
system
implementati
on

ABN:33609216757 RTO:45335 CRICOS: 03672B
2150
8 Manage the delivery of your communication or education plan by:

8.1 arranging for the delivery of one planned activity (e.g. booking a meeting room for a live
demonstration)
Booking a meeting room for a live demonstration.
8.2 managing the delivery of the planned activity (e.g. sending a meeting request to relevant
personnel, seeking confirmation that the activity has been completed etc.)
To: Executive Team
As per the recent strategic plans, there are three key opportunities in front of the organization.
We need to make a decision for the implementation of RPA system. As a result, I want to
conduct a meeting on 25TH October 2023 at conference room. The meeting will be at 10am.
I hope you will be there.
Thanks and regards,
Change Manager.
Attach: Risk assessment (if using a different ☐

template to the one provided)
Written change management plan ☐
Proof of seeking approval for the change ☐

management plan
Proof of how you sought input for a ☐

communication or education plan
Communication/education plan (if using ☐

a different format to the template
provided)
Proof of arranging one activity required ☐

to deliver the communication plan
Proof of managing one activity required ☐

to deliver the communication plan

ABN:33609216757 RTO:45335 CRICOS: 03672B
2150
Section 3: Evaluate your change management

strategy
1 Assess your communication/education plan.
1.1 Has the plan been implemented as specified?
Yes.
1.2 Have the objectives of the plan been achieved?
Yes.
1.3 How have personnel responded to the changes?
I think that personnel are not happy with the RPA system as it involves complex technology to
support the existing process.
1.4 What has been successful?
Effective management of invoicing system.
1.5 What requires improvement?
Engagement and motivation level of the staff members.
2 Respond to barriers to the changes/opportunities.

2.1 What barriers have been experienced in the organisation as a result of the implemented
changes (identify at least one)?
I considered poor participation of team members as they are not comfortable with the latest
technology.
2.2 How should you respond to the barriers?

Note: Consider your organisation’s objectives and the risk management plan you developed in
Section 2 of your Project Portfolio
I think increase the level of engagement of team members and use motivation factors such as
rewards to motivate staff.
2.3 Attach proof of your response to the barriers to this section of your portfolio (e.g. A photo of
team lunch to thank staff and acknowledge the challenges and anxiety the change created for
them, email to suggest mentoring relationship etc.).
To: Executive Team

ABN:33609216757 RTO:45335 CRICOS: 03672B
2150
In order to achieve the framed strategic objectives, the implementation of RPA system is
essential. We cannot implement RPA system without your support and active participation. As
a result, company have developed a reward and incentive system to encourage your
participation in RPA system implementation.
I hope you will collaborate with us.
Thanks and regards,
Change Manager.
3 Modify your communication/education plan meet the objectives of the plan.

Note: Make sure you highlight the changes to your original plan (e.g. by using bold font). You may
enter relevant information into the template below, or use any other appropriate format. If you use
another format (e.g. MS Word document), attach proof to this section of your portfolio.
Change or Who must Objectives of Strategy to Communicati Activities Person Timefra

opportunity receive communicati embed change on or required to responsible for me
communication on or education deliver the the
or education education tool to be communicati communication
about the used on pr or education
change? education
(e.g. Live
(e.g. Sales staff) demonstratio (e.g. one on
n of new one training
software) session to
demonstrate
new
software)
Implementati Operations Gain Increase RPA One-on- Operations 2

on on of RPA staff support morale and system one Manager month
invoicing engageme training s
system nt of session
employees
through
intrinsic
and
extrinsic
rewards
Expand the Marketing Develop Structured Latest On-the- Operations 3

existing line and informed change productio job Manager month
Operations team manageme n training s
staff nt process technolo
gy
Automate Operations Gain Structured ERP On-the- Administrati 2

internal and support change software job ve Manager month
business Administrati manageme training s
processes ve staff nt process
through ERP
system
implementati
on

ABN:33609216757 RTO:45335 CRICOS: 03672B
2150
4 Review and evaluate your change management project plan.
4.1 Has the change management project plan supported the organisation in meeting its objectives?
Yes, I think the change management project plan addresses the key business requirements to
meet strategic objectives.
4.2 Are any changes required to your project plan?
Requires regular communication with staff members to boost their morale and engage them
effectively.
4.3 Modify your change management project plan (if necessary).

Note: Attach proof of your modified change management project plan to this section of your
portfolio. Make sure you highlight the changes to your original plan (e.g. by using bold font).
Change Management Plan:

Required changes and opportunities: There are three key opportunities and changes which include:
implementation of RPA invoicing system, expand existing product line, and automate business
process through ERP system implementation. The key prior opportunity is implementation of RPA
invoicing system which prove very beneficial and require cost $3500.
Resource requirements: Hardware and Software products, and skilled manpower.
Risk Management: Risk management requires frequent meeting with team members to identify
potential delays to mitigate immediately.
Timeline:
Implementation of RPA system Timing
Project planning 20 days
Implementation of RPA system 15 days
Project testing and monitoring 12 days
Project improvements and closure 5 days
Attach: Response to barriers ☐
Modified communication/education plan (if relevant) ☐

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AustralianTechnoManagementCollegePty.Ltd.

BSBLDR601 PROJECT PORTFOLIO 1

BSBLDR601 PROJECT PORTFOLIO 2

Student name: Fabricio Jose Santos Cruz

Assessor: Donar Firman Rochmilijar

Business this assessment is

BSBLDR601 PROJECT PORTFOLIO 3

Section 1: Identify organisational change

1.2 What is the main focus of the business?

The internal communication policy and procedure.

BSBLDR601 PROJECT PORTFOLIO 4

The Australian government supports the small business houses.

It develops the situation to increase the level of profitability.

4.5 What are your competitors doing/achieving?

4.6 What does the market want?

5 Analyse the current internal environment of your organisation.

• Negative employee attitude;

BSBLDR601 PROJECT PORTFOLIO 5

• Limit product line;

6 Plan to meet with at least two stakeholders.

Administrator Assistant, Operations Manager and Financial Manager.

The relationship will be done through face-to-face meetings, web conferences.

We will use the brainstorm to develop the ideas and skills.

7 Complete the table to summarise the outcomes of your meeting.

BSBLDR601 PROJECT PORTFOLIO 6

Change/opportunity (at least How do the changes support Priority Agreed

Implementation of RPA The implementation of invoicing High Documentation

Automate internal business Automated internal process Moderate Documentation

CEO, Operations and Administrative Manager.

I will use e-mail.

Attach: Organisational documentation (e.g., policies and ☐

Proof of meeting with stakeholders ☐

Proof of specialist/expert consultation ☐

BSBLDR601 PROJECT PORTFOLIO 7

Section 2: Develop and manage an organisational

Risk Potential outcomes Assessment Mitigation strategy

Resistence of Delay in implementing 2 1 Conduct timely meeting

Poor project Poor system integration with 1 1 Use appropriate project

Failure in Less communication among 3 1 Use motivation and

2 Complete the table to assign resources to the required changes/opportunities.

BSBLDR601 PROJECT PORTFOLIO 8

Implementation of RPA Operations Manager

Expand the existing CEO

Automate internal Administrative Manager

Opportunity: Implementation of RPA invoicing system

Arrange quality RPA System $1000

Skilled manpower $1700

Hardware and software resources $800

Total Cost $3500

• a description of the required changes/opportunities (including their priority and cost/benefit

• recommendations for timelines.

BSBLDR601 PROJECT PORTFOLIO 9

Implementation of RPA system Timing

Project planning 20 days

Implementation of RPA system 15 days

Project testing and monitoring 12 days

Project improvements and closure 5 days

BSBLDR601 PROJECT PORTFOLIO 10

7 Develop a communication or education plan that:

• communicates/educates relevant stakeholders about the changes

• promotes the benefits of organisational change.

Change or Who must Objectives of Strategy to Communication Activities Person Timefra

Implementati Operations Gain Structured RPA One-one Operations 2

Expand the Marketing Develop Structured Last On-the- Operations 3