Table of Contents

1
Table of Contents 2
Candidate Details 3
Assessment – BSBPMG522: Undertake project work 3
Demonstration 4
Summative Assessments 5
Section A: Skills Activity 6
Summative Assessments: Section A checklist 7
Section B: Knowledge Activity (Q & A) 8
Summative Assessments: Section B checklist 9
Section C: Performance Activity 10
Summative Assessments: Section C checklist 12
Workplace Documentation – for learner 13
Workplace documents checklist 13
Supplementary Oral Questions (optional) – for assessor 14
Competency record to be completed by assessor 17

Candidate Details
Assessment – BSBPMG522: Undertake project work
Please complete the following activities and submit to your trainer for marking via your Moodle Course. This forms part of your assessment for BSBPMG522: Undertake project work.
Name: _____________________________________________________________
Address: _____________________________________________________________
_____________________________________________________________
Email: _____________________________________________________________
Declaration
I declare that no part of this assessment has been copied from another person’s work with the exception of where I have listed or referenced documents or work and that no part of this assessment has been written for me by another person.
Signed: ____________________________________________________________
Date: ____________________________________________________________
If activities have been completed as part of a small group or in pairs, details of the learners involved should be provided below;
This activity workbook has been completed by the following persons and we acknowledge that it was a fair team effort where everyone contributed equally to the work completed. We declare that no part of this assessment has been copied from another person’s work with the exception of where we have listed or referenced documents or work and that no part of this assessment has been written for us by another person.
Learner 1: ____________________________________________________________
Signed: ____________________________________________________________
Learner 2: ____________________________________________________________
Signed: ____________________________________________________________
Learner 3: ____________________________________________________________
Signed: ____________________________________________________________
Demonstration
Throughout this unit, you will be expected to show your competency of the elements through demonstrations. Your instructor will have a list of demonstrations you must complete or tasks to be observed. The demonstrations will be completed as well as the activities found in this workbook. An explanation of demonstrations:
Demonstration is:
? Performing a skill or task that is asked of you
? Undertaking a simulation exercise
Your instructor will inform you of which one of the above they would like you to do. The demonstration will cover one of the unit’s elements.
The demonstration will take place in the training environment. Your instructor will ensure you are provided with the correct equipment and/or materials to complete the task. They will also inform you of how long you have to complete the task.
You should be able to demonstrate you can:
1. Plan document
2. Draft document
3. Review document
4. Write final document
You should also demonstrate the following skills:
? Reading
? Writing
? Oral Communication
? Navigate the world of work
? Interact with others
? Get the work done

Summative Assessments
The summative assessments are the major activities designed to assess your skills, knowledge and performance, as required to show competency in this unit. These activities should be completed after finishing the Learner Guide. You should complete these as stated below and as instructed by your trainer/assessor.
Skills, knowledge and performance may be termed as:
? Skills – skill requirements, required skills, essential skills, foundation skills
? Knowledge – knowledge requirements, required knowledge, essential knowledge, knowledge evidence
? Performance – evidence requirements, critical aspects of assessment, performance evidence.
? Section A: Skills Activity
The Skills Activity is designed to be a series of demonstrative tasks that should be assessed by observation (by the assessor or third party, depending on the circumstances).
It will demonstrate all of the skills required for this unit of competency – your assessor will provide further instructions to you, if necessary.
? Section B: Knowledge Activity (Q & A)
The Knowledge Activity is designed to be a verbal questionnaire where the assessor asks you a series of questions to confirm your competency for all of the required knowledge in the unit of competency.
? Section C: Performance Activity
The Performance Activity is designed to be a practical activity performed either in the workplace or a simulated environment. You should demonstrate the required practical tasks for the unit of competency and be observed by the assessor and/or third party, as applicable to the situation. If the third party is required to observe you, you will need to make the required arrangements with them.
If necessary for the activities, you should attach completed written answers, portfolios or any evidence of competency to this workbook.

Section A: Skills Activity
Objective: To provide you with an opportunity to show you have the required skills for this unit.
This activity will enable you to demonstrate the following skills:
? Reading
? Writing
? Numeracy
? Oral communication
? Navigate the world of work
? Interact with others
? Get the work done
Answer the activity in as much detail as possible, considering your organisational requirements.
1. Access and read the scope of a project and extract the following information:
? Justification – why the project is necessary and valid
? Deliverables/objectives – what the project will produce
? Acceptance criteria – conditions to which the project and all those involved must adhere for the completion of the project
? Project exclusions – what the project will not do or produce
? Constraints – any envisaged issues that may hinder the project
? Assumptions – how anomalies within the life of the project will be addressed.
2. Plan out the milestones for a project.
3. Create a glossary of terms to use in conjunction with your project.
4. Estimate the direct costs associated with a project you are involved with or a simulated project provided by the instructor. Discuss the direct costs and estimations with colleagues, peers or an instructor using listening and questioning techniques to seek and clarify information. This activity can take place in a workplace environment or simulated setting. It will need to be observed by the trainer/assessor or third party.
5. Give an example of a time when you have recognised and responded to organisational and legislative/regulatory requirements. This activity can take place in a workplace environment or simulated setting. It will need to be observed by the trainer/assessor or third party.
6. Give two examples of appropriate communication protocols and practices to ensure shared understanding of project roles and expectations. What collaborative techniques could you use to engage stakeholders?
7. Give a demonstration to your supervisor or instructor on how you use digital technologies and applications to access, organise and share information.

Summative Assessments: Section A checklist
This should be used by the trainer/assessor to document the learner’s skills, knowledge and performance as relevant to the summative assessment. Indicate in the table below if the learner is deemed satisfactory (S) or not satisfactory (NS) for the activity or if reassessment is required.
Learner’s name
Assessor’s name
Unit of Competence
(Code and Title)
Date(s) of assessment
Has the activity been answered and performed fully, as required to assess the competency of the learner? Yes No
(Please circle)
Has sufficient evidence and information been provided by the learner for the activity? Yes No
(Please circle)
Comments
Provide your comments here:
The learner’s performance was: Not yet satisfactory Satisfactory
If not yet satisfactory, date for reassessment:
Feedback to learner:
Learner’s signature
Assessor’s signature
Section B: Knowledge Activity (Q & A)
Objective: To provide you with an opportunity to show you have the required knowledge for this unit.
The answers to the following questions will enable you to demonstrate your knowledge of:
? Give examples of project management tools and how they contribute to a project
? Outline types of documents and other sources of information commonly used in defining the parameters of a project
? Explain processes for identifying and managing risk in a project
? Outline the organisation's mission, goals, objectives and operations and how the project relates to them
? Explain the organisation's procedures and processes that are relevant to managing a project
? Outline the legislative and regulatory context of the organisation in relation to project work, including work health and safety (WHS) requirements.
Answer each question in as much detail as possible, considering your organisational requirements for each one.
1. Give two examples of project management tools and how they contribute to a project.
2. Outline types of documents and other sources of information commonly used in defining the parameters of a project.
3. Explain processes for identifying and managing risk in a project.
4. In no more than 300 words, outline the organisation's mission, goals, objectives and operations and how the project relates to them.
5. Explain the organisation's procedures and processes you need to follow for managing your project including:
? Lines of authority and approvals
? Quality assurance
? Human resources
? Budgets and finance
? Recordkeeping
? Reporting
6. What are the project work health and safety requirements that apply to your project?

Summative Assessments: Section B checklist
This should be used by the trainer/assessor to document the learner’s skills, knowledge and performance as relevant to the summative assessment. Indicate in the table below if the learner is deemed satisfactory (S) or not satisfactory (NS) for the activity or if reassessment is required.
Learner’s name
Assessor’s name
Unit of Competence
(Code and Title)
Date(s) of assessment
Has the activity been answered and performed fully, as required to assess the competency of the learner? Yes No
(Please circle)
Has sufficient evidence and information been provided by the learner for the activity? Yes No
(Please circle)
Comments
Provide your comments here:
The learner’s performance was: Not yet satisfactory Satisfactory
If not yet satisfactory, date for reassessment:
Feedback to learner:
Learner’s signature
Assessor’s signature
Section C: Performance Activity
Objective: To provide you with an opportunity to demonstrate the required performance elements for this unit.
This activity will enable you to demonstrate the following performance evidence:
? Define the parameters of the project
? Use project management tools to develop and implement a project plan
? Consult and communicate with relevant stakeholders to generate input and engagement in planning, implementing and reviewing the project
? Provide support to team members to enable them to achieve deliverables and to transition them as appropriate at completion of the project
? Finalise the project including documentation, sign-offs, and reporting
? Review and document the project outcomes.
Answer the activity in as much detail as possible, considering your organisational requirements.
For the following questions, you will undertake a project either a workplace setting or simulated environment, and create a portfolio of evidence to demonstrate your competency. These activities will need to be observed by the trainer/assessor or third party.
1. Define the parameters of the project including:
? Project scope
? Project stakeholders, including own responsibilities
? Relationship of project to organisational objectives and other projects
? Reporting requirements
? Resource requirements
2. Develop and implement a project plan including using project management tools. Your plan should cover:
? Deliverables
? Work breakdown
? Budget and allocation of resources
? Timelines
? Risk management
? Recordkeeping and reporting.
3. Contact and engage with stakeholders, asking them for input with the planning, implementing and reviewing of the project.
4. Carry out a task to help support a team member to achieve deliverables or provide transition on completion of the project. Tasks may include:
? Conducting a performance review
? Identifying training needs
? Resolving conflict or other issues
? Conducting a debriefing session.
5. Finalise the project by completing documentation, obtaining sign-offs and writing up a report of the project.
6. Review and document the project outcomes:
? What did you learn?
? Did you identify best practices?
? Could you use what you learned for other projects?
? What recommendations would you make for the future?
? What are the main elements contributing to this project's success or failure?

Summative Assessments: Section C checklist
This should be used by the trainer/assessor to document the learner’s skills, knowledge and performance as relevant to the summative assessment. Indicate in the table below if the learner is deemed satisfactory (S) or not satisfactory (NS) for the activity or if reassessment is required.
Learner’s name
Assessor’s name
Unit of Competence
(Code and Title)
Date(s) of assessment
Has the activity been answered and performed fully, as required to assess the competency of the learner? Yes No
(Please circle)
Has sufficient evidence and information been provided by the learner for the activity? Yes No
(Please circle)
Comments
Provide your comments here:
The learner’s performance was: Not yet satisfactory Satisfactory
If not yet satisfactory, date for reassessment:
Feedback to learner:
Learner’s signature
Assessor’s signature
Workplace Documentation – for learner
Workplace documents checklist
To demonstrate and support workplace knowledge, workplace documents can be submitted to the assessor or third party. Indicate in the table below the documents that have been provided. Please refer to your trainer/assessor if clarification is required or if you have any further questions on what you are able to provide or use.
Document name/description Document attached
Yes No (Please circle)
Yes No (Please circle)
Yes No (Please circle)
Yes No (Please circle)
Yes No (Please circle)
Yes No (Please circle)
Yes No (Please circle)
Yes No (Please circle)
Yes No (Please circle)
Yes No (Please circle)
Yes No (Please circle)
Yes No (Please circle)
Yes No (Please circle)
Yes No (Please circle)
For RTO use only
Have originals or digital copies been supplied for the workplace documents? Yes No (Please circle)
If not originals, have the originals been validated or checked? Yes No (Please circle)
Learner’s signature
Assessor’s signature
Supplementary Oral Questions (optional) – for assessor
The below table is for you to document any supplementary verbal questions you have asked the learner to determine their competency. For example, if you are unsure of their answer to a question in the Learner Workbook, you may choose to ask them a supplementary question to clarify their understanding of the relevant criteria.
Learner’s name
Assessor’s name
Unit of Competence
(Code and Title)
Date of assessment
Question:
Learner answer:
Assessor judgement: Satisfactory Not Satisfactory
Question:
Learner answer:
Assessor judgement: Satisfactory Not Satisfactory

Question:
Learner answer:
Assessor judgement: Satisfactory Not Satisfactory
Question:
Learner answer:
Assessor judgement: Satisfactory Not Satisfactory
Question:
Learner answer:
Assessor judgement: Satisfactory Not Satisfactory

Feedback for the learner
I have read, understood, and am satisfied with the feedback provided by the assessor.
Learner’s name
Learner’s signature
Assessor’s name
Assessor’s signature

Competency record to be completed by assessor
This should be used by the trainer/assessor to document the learner’s skills, knowledge and performance as relevant to the overall unit. Indicate in the table below if the learner is deemed competent or not yet competent for the unit or if reassessment is required.
Learner’s name
Assessor’s name
Unit of Competence
(Code and Title)
Date(s) of assessment
Has the learner completed all required assessments to a satisfactory standard? Yes No
(Please circle)
Has sufficient evidence and information been provided by the learner to prove their competency across the entire unit? Yes No
(Please circle)
The learner has been assessed as competent in the elements and performance criteria and the evidence has been presented as:
Authentic Yes No
(Please circle)
Valid Yes No
(Please circle)
Reliable Yes No
(Please circle)
Current Yes No
(Please circle)
Sufficient Yes No
(Please circle)

Learner is deemed: Not yet competent Competent
If not yet competent, date for re-assessment:
Comments from trainer/assessor:
Learner’s signature
Assessor’s signature