Project Portfolio: BSBLDR601 - NatureCare Organisational Change Plan

This project portfolio, completed by a student, addresses the unit BSBLDR601: Lead and Manage Organisational Change. The project focuses on NatureCare Products, an Australian company specializing in eco-friendly skincare products. The portfolio begins by identifying organisational change requirements and opportunities, including an analysis of the business's strategic goals, the role of an HR Manager in leading change, and the relevant organisational documents and processes. It analyses both the external and internal environments, considering political, economic, social, and technological factors, as well as competitor activities and market demands. The project also involves stakeholder engagement, outlining meeting plans and collaborative techniques. Furthermore, the portfolio details a change management plan, including risk assessments and resource allocation for identified changes and opportunities such as effective recruitment and online communication. The student seeks expert advice and provides supporting documentation throughout the portfolio, demonstrating a comprehensive approach to leading and managing organisational change within the context of the selected business.

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P R O J E C T
P O R T F O L I O
BSBLDR601
LEAD AND MANAGE
ORGANISATIONAL CHANGE
STUDENT VERSION

Contents
Section 1: Identify organisational change requirements and opportunities.................................................5
Section 2: Develop and manage an organisational change management plan..........................................7
Section 3: Evaluate your change management strategy..........................................................................11
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Student name:
Assessor:
Date:
Businessthis assessment is
based on:
Documentation reviewed as
preparation:
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Section 1: Identifyorganisational 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?
Nature Care Products.
1.2 What is the main focus of the business?
The main focus of the business is on the eco-friendly packaging of the products such as
cleansing cream, facial scrubs,etc.
1.3 Explain your organisation’s strategic goals (list at least two organisational objectives).
The strategic objectives of the organisation include the following:
 To enhance the profitability of the business by 10% through selling high quality
beauty skin care products.
 To enhance the ranges of the products by 15% in order to capture a large
number of customers towards the organisation.
2 What role will you assume as you lead and manage organisational change?
2.1 What is your role and related responsibilities?
The role that would be assume for leading as well as managing organisational
change is of HR Manager. The responsibilities of the HR manager in leading and
managing organisational change include as a communicator, liaison and advocate. As a
communicator, the HR manager will share personal impact messages along with the
direct report regarding leading and managing the change within the workplace. As a
liaison, the role of HR manager is to engage with as well as support the team that is
involved in the project that will help it in leading and managing organisational change.
There is also an another role of HR manager of advocate in respect to lead and manage
the change within the business and this role of manager will help the personnel in
demonstrating the support for the change that is taken place within the workplace.
2.2 How does your role and responsibilities relate to the execution of your organisation’s strategic
goals?
The chosen role of HR Manager is related to the execution of the strategic goals
and objectives of the organisation in such a way that the manager who is responsible for
leading as well as managing the change within the workplace will use the process of
planning, organising, directing and controlling the changes that are taken place in the
business. With the help of planning process, the HR manager will plan the effective
strategies that will help it in overcoming the issues which will be faced by it in future
period. This will provide assistance in achieving the strategic goals of the organisation
effectively. The process of organising will help the HR manager in effectively arrange the
human resources within the workplace by assigning them such task which they can do
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in a better way. The HR manager of the business will also hire skilled and talented
human resources that will support the HR manager in leading and managing the change.
The chosen role of HR manager is also related to execution of the strategic goals of an
organisation in such a way that it can direct and guide its subordinates regarding the
actions that would be taken for leading and managing change. In such way, the role of
HR manager and its responsibilities that are discussed above are related to the
execution of strategic goals within the respective organisation.
3 Identifythe organisational requirements you must followas 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.?
There are a wide number of documents that are required within business for
providing input and some of these organisational documents include Project Closure
report, communication Plan and Risk Management Plan, Change Management Planning,
Change Management Project Scope Statement, Creating Project Plan, Progress Updates
and many more.
3.2 Are there any processes you need to follow (include reporting protocols to managers)?
Yes, there are some processes that are required to be followed.
3.3 Attach relevant documentation to this section of your portfolio.
These include analytical reporting, scheduled reporting, operational reporting, etc.
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)?
Political situation is that situation in which different political factors such as
government guidelines, governmental policies and procedures have impact on the
functioning of an industry. The political stability within Australia will help the company
in trading freely at international levels because government of Australia has less trade
barriers and this will bring positive impact on NatureCare Products in internationally
trading.
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 of Australia is not so effective as there is slower growth of
the economy, dependency on natural resources and less employment rate which
negatively impact business of NatureCare Products.
4.3 Are there any social considerations (e.g. changing values, beliefs, attitudes and habits)?
Social factors include lifestyle, traditions, population density, education level and
many more. The people of Australia have strong concerns about their beliefs, habits and
lifestyle hence, it is important for NatureCare Products to first understand customers
perceptions regarding the products and then manufacture them by considering their
perceptions.
4.4 How are technological advances affecting the business (e.g. internet, RPA, risk control)?
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Technological advancements refer to the situation in which there is upgradation
within the technologies that are used in the business. The technological environment of
Australia is highly upgraded and developed and when NatureCare Products will use
advanced technologies such as Artificial Intelligence, Machine Learning within its
business then it will help company in saving its business cost and time.
4.5 What are your competitors doing/achieving?
The competitors of NatureCare Products include Jurilique and Botani which are
gaining competitive advantage through framing effective business and marketing
strategies such as advertising its brand and products for achieving organisational goals.
4.6 What does the market want?
The market of NatureCare Products wants high quality beauty skin care products
such as facial scrubs, cleansing cream, etc.
5 Analyse the current internal environment of your organisation.
5.1 What are the barriers and threats to change in your organisation?
 Limited understanding of change and its impact
 Poor or inefficient communication
 Negative employee attitudes
 Inadequate resources or budget
 Resistance to organisational culture shift.
5.2 What are your organisation’s strengths that will contribute to it achieving its objectives?
The strengths of NatureCare Products include that company is manufacturing
eco-friendly products and packaging, selling products through both online and in health
stores across country and strong financial position.
5.3 What are the weaknesses in your organisation that may require change?
The weaknesses of NatureCare Products that may require change include very
less advertisement, small staff, limited product range, limited niche market.
5.4 What new and innovative opportunities currently exist in your organisation?
Opportunities for NatureCare Products include expansion of target market to wide
range of age, website development, further product development, business expansion at
international level.
6 Plan to meet with at least two stakeholders.
6.1 Who will you meet with?
Customers, suppliers, contractors.
6.2 How will you interact with the stakeholders to build and maintain effective working
relationships?
NatureCare Products will interact with stakeholders through effective advertisements,
personal selling the products, visiting potential contractors, audition, campaigns, etc.
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6.3 How will you use inclusive and collaborative techniques to negotiate change/opportunity
priorities?
For negotiating change or opportunity priorities, the collaborative techniques can
be used in such a way that it will help in solving the problems. It will be used by
following four-stage process which includes different stages and these are preparation,
opening, bargaining and closure.
6.4 How will you use lateral thinking and exploration to develop new and innovative ideas (e.g.
brainstorm)?
A good start with the process of lateral thinking is to deliberately turn every
assumption as well as dominant idea on its head along with viewing where that leads. By
being more aware and looking for alternatives along with altering the existing process.
Keeping mind open to the random situations within the workplace.
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).
Change/opportunity (at
least three)
How do the changes support
the organisation’s objectives?
Priority Agreed
reporting
protocol
Effective communication Through effective
communication, there will be
proper flow of communication
which will help in sharing the
information or message to the
other levels of management in
a precise manner. In such way,
it will help in achieving
organisational objectives.
2 Employees,
customers,
higher level
authorities.
Interpersonal relationship
building
Good interpersonal
relationships with each other
drive more employee retention
and recognition. More
employee retention will bring
effectiveness within workplace
and help in meeting business
objectives effectively.
3 Managers,
employees,
team
members,
clients,
customers.
Effective recruitment and
selection
It will ensure that the
workplace will continue to
maintain its commitment to
offering equal opportunities to
1 Staffing plan,
organisational
chart. Social
media, job
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Change/opportunity (at
least three)
How do the changes support
the organisation’s objectives?
Priority Agreed
reporting
protocol
the human resources within
the business.
profiles, job
description
template,
salary
structure
document,
skill test and
candidate
assessment
rubric.
8 Seek expert/specialist advice about the identified changes/opportunities and the related change
management process.
8.1 Who will you consult with?
Higher Authorities, Stakeholders, Process owners as well as human resources.
8.2 What communication tool will you use to seek their advice?
Video and Web conferencing, Social Networking Sites, Cell and Data Plans.
Note: You may use any communication tool to consult with the expert/specialist about the
identified changes/opportunities and change management process. If not already viewed in
person by your assessor, attach proof (e.g. recording of telephone call, video of face-to-face
meeting, email trail etc.) to this section of your portfolio.
Attach: Organisational documentation (e.g., policies and
procedures)
☐
Proof of meeting with stakeholders ☐
Proof of specialist/expert consultation ☐
Section 2: Develop and managean organisational
change management plan
1 Assess the risks associated with the changes identified in Section 1 of your Project Portfolio.
Includeat 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
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Likelihood
(scale of 1
to 4)
Impact
(scale
of 1 to
4)
Poor or inefficient
communication
Promotes trust
and team
members loyalty.
2 1 Establishing
baseline
communication
standards,
creating a safe
space for
communication,
setting clear
norms and
expectations.
Enhances team
members
engagement and
improves
teamwork and
productivity
along with
resolving issues.
1 2 Proactively
seeking
feedbacks and
leveraging
technology the
right way and
mastering the
meetings.
Negative employee attitudes
Helps in
achieving goals
and success of
the organisation.
3 2 Creating
positive
interactions,
avoiding
becoming
defensive and
focussing on
creating
solutions.
Job satisfaction,
organisational
commitment,
more productive.
2 1 Assisting in
developing
work self-
image, using
active listening,
asking about
problems
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outside work.
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.
Change/opportunity Resources
Effective recruitment
and selection
Job profiles, staffing plan, organisational chart, salary structure
document. Job description template, social media, skills test, candidate
assessment rubric.
Effective
communication
Online courses, employees, managers, clients, books, blogs about
communication, You Tube tutorials and many more.
3 Use an appropriate method to conduct a cost-benefit analysis for the change/opportunity that was
assigned the highest priority.
Incremental Benefit Cost Ratio
Through adding up the benefits of a business decision or policy and comparing the
benefits with the associated costs of the recruitment and selection.
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.
Note: Attach proof of your written change management project plan to this section of your portfolio.
As you write your change management project plan, use clear and precise language to suit the
audience and purpose.
5 Obtain approval of your change management project plan from any relevant managers.
5.1 Who will you seek approval from?
Higher authorities, stakeholders
5.2 How will you obtain approval (e.g. email to CEO with plan attached, verbally at an executive
team meeting etc.)?
Note: Attach proof of how you sought approval to this section of your portfolio.
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
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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).
Note: You may use any communication tool (other than verbal communication) to receive input from
personnel (e.g. email, online survey etc). Attach proof of how you consulted with personnel to this
section of your portfolio.
7 Develop a communication or education planthat: 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
opportunity
Who must
receive
communication
or education
about the
change?
(e.g. Sales
staff)
Objectives of
communication or
education
Strategy to embed
change
Communicatio
n or education
tool to be used
(e.g. Live
demonstration
of new
software)
Activities
required to
deliver the
communication
pr education
(e.g. one on
one training
session to
demonstrate
new software)
Person
responsible
for the
communica
tion or
education
Timefra
me
Effective
communica
tion and
interaction
Manager
and its
subordina
tes
To get
proper flow
of
communica
tion or
information
within
workplace
for
developing
and
growing
business.
Using
communicat
ion models
within
organisation
such as
Aristotle’s
Model of
communicat
ion, Johri
Window and
many more.
Promotio
nal
campaign
,
customer
relationsh
ip
managem
ent
software.
Training
and
developm
ent
sessions,
organisin
g
campaign
s
HR
manag
er
Withi
n 1
mont
h
More
advertisem
ents
Marketing
manager
To capture
a large
number of
market
share and
maintaining
customer
loyalty.
Promotional
strategies
such as
advertiseme
nts,
digitalisatio
n, etc.
Social
media
platforms
such as
Facebook
, You
Tube,
Instagram
.
Providing
vouchers,
offering
discounts
to
customer
s, online
and
offline
advertisin
g.
Marketi
ng
manag
er
Withi
n 2
mont
hs
8 Manage the delivery of your communication or education plan by:
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8.1 arranging for the delivery of one planned activity (e.g. 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.)
Note: Attach proof of how you arranged and managed the activities required to deliver your
communication plan to this section of your portfolio.
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
☐
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