BSBLDR801 Lead personal and strategic transformation
Sydney Metro College

Assessment Plan

Assessment Preparation

Please read through this assessment thoroughly before beginning any tasks. Ask your assessor for clarification if you have any questions at all.

When you have read and understood this unit’s assessment tasks, print out the Student Assessment Agreement. Fill it out, sign it, and hand it to your assessor, who will countersign it and then keep it on file.

Keep a copy of all of your work, as the work submitted to your assessor will not be returned to you.

Additional Resources

You will be provided with the following resources before you begin each Assessment Task.

Assessment Task 2

• Reflection Report Template

Assessment Task 3

• List of Services
• Strategic Business Plan
• Transformational Leadership Report Assessor
• Transformational Leadership Report Template
• Organisational Change Presentation Assessor

Assessment Task 4

• Leadership Evaluation Report Template

Assessment Task Information

This gives you:

• a summary of the assessment task
• information on the resources to be used
• submission requirements
• re-submission opportunities if required

Assessment Task 1: Written Questions

Task summary

You need to answer all of the written questions correctly.

Your answers must be word processed and sent to the assessor as an email attachment. 

Required

• Access to textbooks and other learning materials
• Computer with Microsoft Office and internet access

Timing

Your assessor will advise you of the due date of this assessment.

Submit

• Answers to all questions

Assessment criteria

All questions must be answered correctly in order for you to be assessed as having completed the task satisfactorily.

Re-submission opportunities

You will be provided feedback on their performance by the Assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.

If any parts of the task are not satisfactorily completed, the assessor will explain why, and provide you written feedback along with guidance on what you must undertake to demonstrate satisfactory performance. Re-assessment attempt(s) will be arranged at a later time and date.

You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with unfairly or have other appropriate grounds for an appeal.

You are encouraged to consult with the assessor prior to attempting this task if you do not understand any part of this task or if you have any learning issues or needs that may hinder you when attempting any part of the assessment.

Written answer question guidance

The following written questions use a range of “instructional words” such as “identify” or “explain”, which tell you how you should answer the question. Use the definitions below to assist you to provide the type of response expected.

Note that the following guidance is the minimum level of response required.

Analyse – when a question asks you to analyse something, you should do so in detail, and identify important points and key features. Generally, you are expected to write a response one or two paragraphs long.

Compare – when a question asks you to compare something, you will need to show how two or more things are similar, ensuring that you also indicate the relevance of the consequences. Generally, you are expected to write a response one or two paragraphs long.

Contrast – when a question asks you to contrast something, you will need to show how two or more things are different, ensuring you indicate the relevance or the consequences. Generally, you are expected to write a response one or two paragraphs long.

Discuss – when a question asks you to discuss something, you are required to point out important issues or features and express some form of critical judgement. Generally, you are expected to write a response one or two paragraphs long.

Describe – when a question asks you to describe something, you should state the most noticeable qualities or features. Generally, you are expected to write a response two or three sentences long.

Evaluate – when a question asks you to evaluate something, you should put forward arguments for and against something. Generally, you are expected to write a response one or two paragraphs long.

Examine – when a question asks you to examine something, this is similar to “analyse”, where you should provide a detailed response with key points and features and provide critical analysis. Generally, you are expected to write a response one or two paragraphs long.

Explain – when a question asks you to explain something, you should make clear how or why something happened or the way it is. Generally, you are expected to write a response two or three sentences long.

Identify – when a question asks you to identify something, this means that you are asked to briefly describe the required information. Generally, you are expected to write a response two or three sentences long.

List – when a question asks you to list something, this means that you are asked to briefly state information in a list format.

Outline – when a question asks you to outline something, this means giving only the main points, Generally, you are expected to write a response a few sentences long.

Summarise – when a question asks you to summarise something, this means (like “outline”) only giving the main points. Generally, you are expected to write a response a few sentences long.

Assessment Task 1 Instructions

Provide answers to all of the questions below:

1. Identify and summarise at least four communication responsibilities expected of leaders.

2. List five characteristics of effective communication that can used by managers when communicating with their staff or customers.

3. Discuss four (4) styles of leadership and the impact each of the identified styles on organisational culture.

4. Discuss three strategies that a leader can use for building trust and confidence with colleagues.

5. Discuss three characteristics of an ethical leader.

6. Outline five ways to develop new work skills.

7. Outline two ways to more effectively manage time at work.

8. Discuss the concept of personal development planning.

9. Outline at least five crucial components of a personal development plan.

10. Explain the purpose of quantitative research and identify at least three ways of sourcing quantitative data.

11. Explain the purpose of qualitative research and identify at least three ways of sourcing qualitative data.

12. Explain primary data and list three ways in which primary data can be collected.

13. Explain secondary data and list three sources of secondary data.

14. Explain emotional intelligence and the importance of this characteristic at work.

15. Explain three strategies that can be used to build emotional intelligence.

16. Explain how a manager with high emotional intelligence can assist in achieving business objectives. Provide an example to illustrate your answer.

17. Explain two ways of using emotional intelligence to build effective workplace relationships.

18. Outline key information that should be included in an organisation’s communication protocol for communicating internally, as well as externally.

19. Describe the process of PESTEL analysis of an organisation’s external environment.

20. Describe the differences between organisational transformation and organisational development.

21. Explain the key phases of a change management process.

22. Describe five components of a change management plan.

23. Explain three ways that organisational design can help a company to be responsive to changes in customer behaviour or market conditions.

Assessment Task 2: Personal reflection project

Task summary

You are required to reflect on your leadership experiences and write a report that evaluates your leadership skills.

This assessment is to be completed in the simulated work environment in the SMC.

Required

• Access to textbooks and other learning materials
• Computer with Microsoft Office and internet access

Timing

Your assessor will advise you of the due date of these submissions.

Submit

• Reflection Report

Assessment Task 2 Instructions

Complete the following activities:

1. Write a reflection report

The objective of this assessment task is for you to demonstrate your ability to review, assess and evaluate your personal and professional effectiveness.

This report will give you the opportunity to evaluate your past leadership effectiveness.

Begin by considering all of the leadership roles you have taken on in your life. This will include, at school, at sport, in your private life, and at work.

Your report should include a personal performance review that includes the following:

• A description of how you see yourself in terms of personal efficacy. You will need to give at least two examples where you have been effective in producing positive change in others
• A description of your interpersonal competence. You will need to give at least two examples where you have demonstrated competence in helping others
• A description of your professional competence. You will need to give at least two examples where you have attained desired leadership competence outcomes that increased your management accountability and responsibilities. These can be formal courses or mentorship experiences.
• Describe your ability to identify with and understand other people's situations or feelings. Give at least one example of how you have demonstrated empathy in the following:
• personal communication
• relationships
• day to day leadership role
• Evaluate your ability to build confidence and respect with diverse groups of individuals. Comment on your ability to lead in a manner that is inclusive and respectful of the differences between people. Describe the last time you had respectful interactions with people from diverse backgrounds
• An evaluation of your personal experiences in building effective organisational and workplace culture. Give at least two examples where you have been an integral part of improving the organisational culture of a place where you worked.
• Evaluate your current and past work-based relationships. Give at least two examples where you have managed work-based relationships effectively.
• Give at least two examples where you have cultivated collaborative and participative relationships with work colleagues

Your report should also include an assessment of role modelling that you have done in the past. You will need to consider and answer the following:

• Describe at least two occasions when you acted as a role model for others.
• Give at least two examples where you have modelled collaborative communication and learning in your place of work.
• Do you think you are a good role model?
• Evaluate your ability to build trust in others.

Your report should also describe and evaluate your personal leadership style.

• Think how you would characterise your own leadership style, and then describe it in a few sentences.
• Give at least two examples where you have adjusted your leadership style for different contexts.
• Then describe how you integrate your emotions and what you have studied into your personal leadership style.
• Think about your ability to get others to participate in discussions or other work-based activities. Give at least two examples where you have encouraged colleagues to contribute ideas or be actively involved in activities.
• Evaluate whether you lead with good judgement, intelligence and common sense while carrying out your day to day leadership duties. Give one example from the past year when you performed in a way that was not reacting in the heat of the moment, but in a considered, sensible manner.
• Consider your own potentially disruptive emotions and impulses. Are you able to monitor and regulate these? Describe what these emotions and impulses are and give at least one example of how you have been able to regulate them to achieve a desired result.
• Think about occasions when you have used your own expertise, or that of colleagues, to achieve specific strategic results for your organisation. Give at least one example of this from the last two years.

The last section of your report is a reflection on your future development.

Take notes on your personal and professional plans over the next few years.

Describe what you intend to do to develop your:

• Own personal development
• Personal leadership style
• Self-management skills

Review Assessment Task 3 and consider the leadership roleplay that you are going to undertake. You will be challenged in many ways during the assessment and it will give you many opportunities for personal development. Consider how your participation in the assessment task could contribute the development of your:

• Own personal development
• Personal leadership style
• Self-management skills

Use the Reflection Report Template to guide your work. Your report should be about 2 pages long.

When completed, submit your report to your assessor.

Assessment Task 3: Transformational leadership project

Task summary

You are required to write a report on transformational leadership and then demonstrate your effectiveness as a leader by planning and carrying out a team information and training session.

This assessment is to be completed in the simulated work environment in the SMC.

Required

• Access to textbooks and other learning materials
• Computer with Microsoft Office and internet access
• List of Services
• Strategic Business Plan
• Transformational Leadership Report Template

Submit

• Transformational Leadership Report
• Organisational Change Presentation

Assessment Task 3 Instructions

Carefully read the following:

You are the General Manager of Grow Management Consultants, a consultancy company specialising in leadership development services. These include training for members of companies’ management teams and providing networking opportunities to managers from a wide variety of companies. More detailed information is provided in Grow Management Consultants List of Services and their Strategic Business Plan.

Grow Management Consultants has determined that the most challenging aspect of today’s business landscape was the rapid change occurring at many different levels of their businesses.

You have been appointed co-ordinator of change at the company. You will be responsible for writing a report on the leadership methods that meet the challenges and opportunities presented by organisational change.

You will then develop, and carry out, a training session and workshop for Grow Management Consultants’ managers that will give them tools to deal with organisational change in their own company that they can use to assist their clients.

Complete the following activities:

1. Write a transformational leadership report

To ensure that Grow Management Consultants’ management can understand the implications of organisational change, you are required to write a report that explains what transformational leadership is and how it can be developed.

Your report should include the following:

• A description of organisational change and the impact and role of transformational leadership during organisational change
• An explanation of the differences between transformational and transactional leadership practices
• How leadership can positively impact a company’s ability to adapt to organisational change
• Leadership styles and approaches that can help mitigate the impact of change on people and business processes
• Leadership strategies that encourage the receiving and giving of constructive feedback
• How managers can lead in an inclusive manner that is respectful of individual differences

In activity 3 you will be required to carry out a training session and workshop on leadership during organisational change. It must address the problems and risks that arise during organisational change and describe how they are best managed.

Review your notes from the course and use the internet to research group activities that can prepare the participants for organisational change in their own company, and to train others to deal with it effectively.

When planning your workshop, take into account the audience, which will include a range of personnel with diverse skills, knowledge and experience. Describe the vocabulary, grammatical structure and conventions that you consider appropriate. Keep in mind that, although you will be roleplaying a Grow Management Consultants’ employee working with other Grow Management Consultants’ employees, you are, in reality, a student completing a high-level unit assessment in leadership. Use this opportunity to demonstrate what sort of a leader you are. As well as roleplaying Grow Management Consultants’ employees, the other workshop attendees are your colleagues, who have diverse skills, knowledge and experience. Design a workshop that caters for this, too.

When you have decided on the style of workshop you will conduct, give a short description of this in your report. Summarise the techniques and material you will be using.

The activities you choose for your workshop should give the participants (and yourself) the opportunity to demonstrate and improve their own skills and strategies. Describe how your workshop will give the participants such opportunities.

The workshop activities should also give you the opportunity to demonstrate the following:

• Your own personal leadership style
• Your self-management skills

Describe how the workshop will give you the opportunity to do this.

During the training session and workshop, you will be assessed on your ability to apply judgement, intelligence and common sense. Consider how these leadership attributes could be demonstrated during this time and summarise this. Describe also, how you have used these attributes while planning the workshop.

Explain how you intend to monitor and regulate your own potentially disruptive emotions and impulses during the workshop.

You are also required to describe how you intend to manage the relationships you have with the other participants during the workshop.

Use the Transformational Leadership Report Template to guide your work.

When complete, submit your report to your assessor.

2. Prepare for an organisational change workshop.

In the next activity you will be conducting a workshop on organisational change.

You are required to prepare a PowerPoint (or another presentation program) to support you during the training session and workshop.

Your presentation should include at least one slide on each of the following:

• The structure of the training session and workshop
• Grow Management Consultants’ mission, purpose and values
• Grow Management Consultants’ objectives, plans and strategies
• A description of at least three pieces of legislation, one code of practice and the regulatory context of the organisation (include relevant regulations) that apply to the business opportunity that organisational change and transformational leadership provides for the company.
• Two strategies that create a climate that encourages and allows for the receiving and giving of constructive feedback
• Describe transformational leadership practices and how they will be used during the workshop
• Describe transactional leadership practices and how they will be used during the workshop
• Describe how empathy can improve personal communication, relationships and day to day leadership. Explain how empathy will be encouraged during the workshop
• Describe collaborative communication and learning approaches in the workplace and how they will be demonstrated and encouraged during the workshop.
• A description of the workshop activities that are to be carried out.

After the workshop, before wrapping up the meeting, you are required to confirm each participant’s capacity and competence to contribute to change processes and plans for Grow Management Consultants. For the purposes of this assessment, this will involve asking the participants what they learned from the training session and workshop that would help them to train others to cope with organisational change.

Save this file as Organisational Change Presentation.

When your presentation has been completed, submit it to your assessor, who will inform you of the place, date and time of your workshop.

3. Conduct a training session and workshop.

When you have successfully submitted your Organisational Change Presentation, your assessor will organise a space where you can carry out the training session and workshop.

Begin by introducing yourself in the role you have in the case study organisation.

Then introduce the session itself and the company you are working for.

Use your presentation to support your description of Grow Management Consultants.

Then explain organisational change and transformational leadership as set out in your presentation.

Whenever possible, use personal experiences as examples, and ask the participants to add theirs.

As well as leading the session and workshop, you should be observing your own behaviour and leadership style. Take notes, as you will be describing these in Assessment Task 4.

In particular, monitor the following:

• How you adapt your personal communication style to show respect for the opinions, values and particular needs of the other participants.
• How well you regulate your own potentially disruptive emotions and impulses
• How you integrate your emotions and what you have learned into your leadership style
• What opportunities to improve your own development, personal leadership style and self-management skills the exercise provided you with
• How often you used appropriate interpersonal skills to encourage the other participants to contribute their ideas to the workshop
• Examples of language you used that was appropriate for the audience
• How you encourage collaborative and participative work relationships
• How effective your communication tools and strategies were in building rapport were in maintaining effective working relationships between the participants
• Instances when you applied judgement, intelligence and common sense
• How you adapt your leadership style and approach to suit the individuals involved and the context
• Examples of you modelling and encouraging collaboration between the participants
• Instances when you applied transformational and transactional leadership practices
• How you use your personal expertise, and that of the other participants, to achieve strategic results for the company (refer to the appropriate part of the Strategic Business Plan).

Assessment Task 4: Leadership evaluation

Task summary

You are required to write a report that evaluates your performance during the training session and workshop you conducted in the last Assessment Task.

This assessment is to be completed in the simulated work environment in the SMC.

Required

• Access to textbooks and other learning materials
• Computer with Microsoft Office and internet access
• Leadership Evaluation Report Template

Submit

• Leadership Evaluation Report

Assessment Task 4 Instructions

Carefully read the following:

1. Evaluate your transformational leadership.

Following the successful completion of your training session and workshop, you are required to write a report detailing how you performed during that meeting.

Begin by reviewing the notes you took during the meeting, adding any points that you remember, but did not take note of at the time. Write between half a page and a page on how well you consider you fulfilled the requirements as set out in activity 3 of Assessment Task 3.

Also review the reflection report you wrote in Assessment Task 2. This will give you a baseline by which you can assess your performance and the improvements you have made.

Review your performance during the training session and workshop in terms of your:

• Personal efficacy
• Personal competence
• Attainment of professional competence outcomes
• Personal development objectives and priorities

Describe at least two instances when you applied transformational leadership practices

Describe at least two instances when you applied transactional leadership practices

Analyse the impact of your leadership during organisational change, as represented by the directions and support given to the participants during the workshop.

Describe how you applied your leadership styles and approaches to ensure they were appropriate for:

• The audience
• The outcomes being sought
• The context

Describe how well you played the leadership role in terms of the training session and workshop’s contribution to broader goals of the case study organisation.

Also review how well you performed as a role model for the other participants in terms of your ability to build trust, confidence and respect. Describe at least two of the ways you did this.

You are also required to evaluate how effective you were in:

• Building an effective organisational culture among the participants. Give at least one example of how you did this.
• Developing the participants’ competence to achieve the level of operational accountability and responsibility expected of them by Grow Management Consultants. Explain how this was achieved.

Reflect on ways that the training session and workshop improved:

• Your own development
• Your personal leadership styles
• Your self-management skills

Give at least one example of each.

Use the Leadership Evaluation Report Template to guide your work.