CRICOS: 02992E RTO No.: 21870
STUDENT COPY
Assessment Resource Summary
Unit Details BSBPMG522 - Undertake project work
Assessment Type This is a summative assessment, which requires each student to have adequate practice prior to undertaking this assessment.
Assessment Methods Written Assessment (J) Assessment 1
(Written Questions)
Project (C) Assessment 2
(Complete a project)
Observation (H) Assessment 3
(Presentation for Project Plan Approval/Signoff)
Last Modification Date July 2019
Page 1 of 24
Unit Summary
This unit describes the skills and knowledge required to undertake a straightforward project or a section of a larger project. It covers developing a project plan, administering and monitoring the project, finalising the project and reviewing the project to identify lessons learned for application to future projects.
This unit applies to individuals who play a significant role in ensuring a project meets timelines, quality standards, budgetary limits and other requirements set for the project.
The unit does not apply to specialist project managers. For specialist project managers, the other units of competency in the project management field (BSBPMG) will be applicable.
No licensing, legislative or certification requirements apply to this unit at the time of publication.
Prerequisite Units
There are no recommended pre-requisite units for this competency.
Co-requisite Units
There are no recommended co-requisite units for this competency.
Resources
Resources: Student Learner Guide, PowerPoint presentation, Office equipment and resources, computer facilities with internet, including the “Student Resource Folder”, accessible for every student via Rhodes College intranet.
https://www.cdfa.ca.gov/Specialty_Crop_Competitiveness_Grants/pdfs/Developing_Measure_Outcom es.pdf
http://www.egovernment.tas.gov.au/__data/assets/pdf_file/0010/78157/Language_Matters_Fact_She et.pdf
www.pmi.org
www.comlaw.gov.au
Note: Students, currently employed, are encouraged to bring their current employer’s policies and procedures and or business documents (with their employer’s permission) to use in their course work. This material must be reviewed prior to use by the Institute’s Trainer/Assessor. For students who are unable to bring adequate policies and procedures, the Institute will provide a practice set of documents.
ASSESSMENT 1 – WRITTEN ASSESSMENT
Student Name: ______________________________________________________________
Student ID No: ______________________________________________________________
Student Instructions:
1. Your answers should be on a separate document using word processing software such as MS Word & or other software (hand written submissions are only acceptable with prior approval from your Trainer)
2. Your document should be professionally formatted and include
a. Your Name
b. Your Student ID
c. Unit Code
d. Assessment Number (i.e. BSBPMG522 Assessment 1)
3. Please reference to each question number and retype each question with your answers
4. You must answer every question and provide enough information to demonstrate sufficient understanding of what has been asked to achieve competency. Please ask your Trainer/Assessor if you are unsure what is sufficient detail for an answer
5. Ask your trainer/assessor if you do not understand a question. Whist your trainer/assessor cannot tell you the answer, he/she may be able to re-word the question for you or provide further assistance based on the Institute’s “Reasonable Adjustment Policy”
6. Answers should be your own work, in your own words and not plagiarised, nor copied. However, if an answer is cut & pasted (such as a definition), then the source should be referenced
Questions
1A Define what a project is (in your own words).
1B Define what project management is (in your own words).
2 Define the following key terminology.
Action
Accuracy
Administer
Approvals
Assumptions
Budget
Client
Codes of Practice
Communication
Consultant
Consultation
Contract
Criteria
Data
Delegating Authority
Deliverables
Documentation
Draft
Enterprise
Feasibility
Feedback
Finance
GANTT Chart
Human Resources
Implement
Input
Lead Time
Legislation
Milestones
Monitor
Objectives
Outcomes
Organisation
Parameters
PERT
PMBOK
Planning
Policy
Procedure
Processes
Project Plan
Project Review
Re-Assignment
Recordkeeping Systems
Regulatory
Reporting
Resources
Responsibilities
Review
Risk Management
Sign-Offs
Staff
Stakeholder
Task Relationship
Team Members
Timelines
Transition
Statement of Works
SME
WHS
Work Breakdown
Structure
3 For each of the NINE (9) knowledge areas and processes that make up the project management methodology of PMBOK Project Management disciplines, outline their main functions and explain how each would contribute to the overall outcomes of a project.
Project Integration
Management
Project Scope
Management
Project Time
Management
Project Cost
Management
Project Quality
Management
Project Risk
Management
Project Procurement
Management
Project Communications
Management
Project Human Resources
Management
4 The PRINCE2 project management methodology has eight (8) distinctive management processes that cover all project activities from start up through to completion. Outline what each of these eight (8) areas and explain how they can contribute to a project.
5 “Organisational mission, vision, goals, objectives and operations are all outlined in detail within a Business/Organisational Plan”
Explain in your own words how a project will be related to these important elements?
6 Stephen Hartley in his book Project Management: Principles, Processes and Practice proposes a simple FOUR (4) stage Project Management Lifecycle. List each of these FOUR (4) stages in the lifecycle and explain how each stage unfolds over time as a project progress.
7 For each of the following types of project concept documents (tools) available, explain how they may be used in defining the parameters of and their use in a project.
Project Log
Project File
Project Brief
Terms of Reference
Project Scope
Work Breakdown Structure
Rough Order of Magnitude
(ROM) Estimates
Risk Assessment
Feasibility Study
Business Requirements List
Cost-Benefit Analysis
Stakeholder Analysis
Scope of Work Statement
Project Proposal
Progress Report
Project Plan
8 Explain how workplace health and safety can be related to and impact upon a project.
9 Explain in your own words what a Project Sponsor is. You should also include an outline of the role they play as well as the responsibilities they have within a project.
10 Explain in your own words what a Project Champion is. You should also include an outline of the role they play as well as the responsibilities they have within a project.
11A Explain in your own words what a Project Stakeholder is. You should also include an outline of the role they play as well as the responsibilities they have within a project.
11B List below at least TEN (10) examples of a Project Stakeholder.
12 Outline the organisational procedures and processes that may be relevant and apply for each of the following project elements.
Lines of authority and approvals
Quality Assurance
Human Resources
Budgets and Finance
Recordkeeping
Reporting
13 Using the following project management competencies table, outline each of the specific phases involved within the product management lifecycle.
CONCEPT PLANNING EXECUTION FINALISATION
Integration
Scope
Time
Cost
Quality
Human
Resources
Procurement and Contracts
Risk
Communications
Management
14A Outlines the concept of risk in the context of a project.
14B To manage risks, you will need to review risks regularly to maintain the currency of the risk plan and ensure project outcomes are met. Provide at least THREE (3) examples of risk review processes.
14C Explain each of the SEVEN (7) essential components of Risk Management within the framework of a project.
15 For each of the following FOUR (4) types of logical task relationships, explain their dependency between project activities.
Finish to Start
Finish to Finish
Start to Start
Start to Finish
16 For each of the following types of legislation and regulations, describe what they are, what they are used for and their particular relevance to a project.
A. Australian Competition and Consumer Act 2010
B. Privacy Act 1988
C. Spam Act 2003
D. Do Nor Call Register Act 2003
E. Anti-Discrimination Legislation
F. WHS (Workplace Health and Safety) Legislation
17 List at least FIVE (5) specific codes of practice and /or standards, and explain how they may apply to a project.
18 For each of the following Project Management Tools provide an explanation of what they are and what they can do to support the role of a Project Manager.
Project Register
Project Charter
Project Plan
Project Risk Register
GANTT Chart
PERT Diagram
Project Change Request
Project Progress Report
Project Performance Report
Project Finalisation Report
19 Outline the key elements that would be included in a Project Plan template.
20 Explain what an organisational chart is and outline how it can be used to ensure that project team members understand their roles and responsibilities.
21 Outline at least TWO (2) alternative methodologies that could be used by the Project Manager to ensure project team members are clear about their specific needs roles and responsibilities and which will support the project’s documented requirements?
22 Explain what systems and processes could be put into place by the Project Manager to provide support for project team members with regards to their specific needs and that ensure that the quality of the expected outcomes of the project and documented timelines are met?
23A List at least FOUR (4) different reasons why project records need to be kept and maintained.
23B When establishing a recordkeeping system for a project one of the main considerations are any specific system requirements. Provide at least TWO (2) examples of system requirements.
24 Explain in your own words what Project Deliverables are and provide at least TWO (2) examples of a possible project deliverable from your own work context.
25 Provide at least FIVE (5) examples of the specific records that you may need to keep in relation to the financial aspects of a project.
26 What strategies can a Project Manager adopt to help facilitate the the transition of staff involved in a project into either new roles or the reassignment to previous roles.
27 Outline the project documentation that would need to be completed in order to obtain the necessary sign-offs for concluding the project.
28 What criteria would you establish when reviewing the outcomes and processes of a project against the scope and plan?
29 What methods could you use as a Project Manager to involve team members in a project review?
30A What questions might you ask when documenting lessons learned from the project?
30B Who might you report these documented lessons learned from the project to in your organisation?
Assessor Use Only
Assessor Comments
Satisfactory (S) Not Satisfactory (NS)
Assessor Signature: ___________________________Date: ______________
ASSESSMENT 2 - PROJECT - STUDENT INFORMATION
This information is to be handed to each student to outline the assessment requirements.
Each student will be required to complete SIX (6) Assessment Tasks, in order to successfully complete this project. It will require you to demonstrate evidence of your ability to:
• 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
• Use project management tools to develop and implement a project plan including:
• deliverables
• work breakdown
• budget and allocation of resources
• timelines
• risk management
• recordkeeping and reporting
• 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
This Assessment Project can be based on an organisation of your choice; your current workplace or the scenario listed in Appendix One.
In order to complete this Assessment Project, you are able to work either individually or in project teams of between 2 to 4 students.
• You must complete the full project and provide enough information to demonstrate sufficient understanding of what has been asked to achieve competency
• Ask your trainer/assessor if you do not understand the project, he/she may be able to re-word the requirements for you or provide further assistance based on the Institute’s “Reasonable Adjustment Policy”
• Answers should be your own work, in your own words and not plagiarised, nor copied. However, if an answer is cut & pasted (such as a definition), then the source should be referenced
THE BRIEF:
You have been appointed as a Project Manager for your chosen organisation and have been tasked with undertaking a project in order to achieve the specific objectives as outlined by the Marketing Director (your Trainer). A budget of $15K has been allocated for this project.
It is expected that as a new Project Manager you will complete your assigned work project in line with the organisation’s requirements and project management principles. The workflow you should adopt to satisfy these requirements will include:
1. Defining the project
2. Developing a project plan
3. Administering and monitoring the project
4. Finalising the project
5. Reviewing the project
Based on your selected project management topic you are now required to complete the following Assessment tasks:
ASSESSMENT TASK 1: DEFINING THE PROJECT
Your first task is to define the parameters of the project you have selected. This should include (but is not limited to) the following elements:
• Project Scope
• Project Stakeholders including Project Sponsor
• Project Team Members
• Roles and Responsibilities of each Project Team Member
• Relationship of project to organisational objectives and other projects
• Reporting requirements
• Resource requirements
• Any records of evidence (diary notes/minutes/emails) for all consultations and communications conducted with relevant stakeholders and project personnel
It is recommended that you refer to a Project Charter Document template to assist you with completing this component of the Assessment. Please refer to your Trainer for access to this particular document template.
ASSESSMENT TASK 2: DEVELOP A PROJECT PLAN
Your second task is to develop a Project Plan that will need to be “signed off” for approval. The Project Plan should use the appropriate Project Management tools and incorporate (at a minimum):
• Project Scope
• Project Deliverables
• Project Stakeholders including Project Sponsor
• Project Team Members
• Roles and Responsibilities of each Project Team Member
• Relationship of project to organisational objectives and other projects
• Work breakdown
• Project Budget and how resources are to be allocated
• Timelines
• Reporting requirements
• Resource requirements
• Risk management strategies
• Methods and forms of recordkeeping and reporting
• Records of evidence (diary notes/minutes/emails) for all consultations and communications conducted with relevant stakeholders and project personnel to generate input and engagement in planning
It is recommended that you refer to a Project Plan document template to assist you with completing this component of the Assessment. Please refer to your Trainer to access this particular document template.
ASSESSMENT TASK 3: ARRANGING PROJECT SIGN OFF
Your third task requires you to obtain approval to implement your Project Plan. To complete this component of the Assessment, you will need to develop a Project Plan summary in the form of a Microsoft PowerPoint Presentation (or equivalent).
You will need to deliver your presentation to your Trainer/Assessor who will complete the Observation Checklist which will constitute the official approval/sign-off for the implementation of your Project Plan.
Refer to the Observation Checklist at Assessment 2.3 to complete this Assessment task.
ASSESSMENT TASK 4: PROJECT ADMINISTRATION AND MONITORING
Once you have received sign off for your project, your next task is to proceed with implementation of the project. This will require administration and monitoring of multiple elements to ensure your project is satisfactorily delivered.
To deliver your project you will need to provide evidence that you have achieved your project deliverables by completing the appropriate administration, monitoring and implementation of your Project Plan. This should include:
• Consulting and communicating with relevant stakeholders to generate input and engagement in planning, implementing and reviewing the project
• Ensuring project team members are clear about their responsibilities and the project requirements
• Providing support for project team members, especially with regards to their specific needs, to ensure that the quality of the expected outcomes of the project and documented time lines are met
• Establishing and maintaining the required recordkeeping systems throughout the project
• Implementing and monitoring the plans for managing project finances, resources and quality
• Completing and forwarding project reports as required to stakeholders
• Undertaking risk management as required to ensure project outcomes are met
The evidence you will need to supply to demonstrate completion of the project administration and monitoring components of the Assessment should be summarised in a written report which should be structured to reflect the specific details pertaining to your project.
In addition to and to support your submission you should aim to provide the required evidence of your Project Activity by including all forms of documentation that you (and your team) have generated during the project.
This documentation could cover (but is not limited to) any of the following tools:
• Email: Internal and External parties
• Written Correspondence – Letters/Diary Notes
• Minutes of meetings conducted
• Research Data and references
• GANTT charts
• Work Instructions
• Risk Assessments
• Project Performance Reports o Progress Reports o Status Reports
• Financial Information including:
o Purchase Orders o Invoices o Statements
o Tax Receipts
ASSESSMENT TASK 5: FINALISING THE PROJECT
This task requires you to complete the process of finalising the project. You should prepare the appropriate documentation, sign offs and reporting in order to finalise this phase of the project management process. This could include preparation of the following elements:
• Updating any financial recordkeeping and check the documentation for accuracy
• Provide strategies for the transition of any staff involved in the project including either assignment to new roles or re-assignment to previous roles
• Checking that all project elements on the GANTT Chart have been satisfactorily delivered
• Completing a Project Finalisation Report
It is recommended that you refer to a Project Finalisation Report document template to assist you with completing this component of the Assessment. Please refer to your Trainer to access this particular document template.
ASSESSMENT TASK 6: REVIEWING THE PROJECT
Your final task requires you to review and document the project outcomes by comparing them against your original Project Plan objectives and scope. You should involve all team members in the project review process and document the lessons learned from the project.
This final review will require you and your project team members to prepare a summary report to be delivered within the organisation. When developing your report, you should refer to each of the project documents previously created to support your findings as well as from the feedback obtained form each of your project stakeholders.
The report should be in the format of a PowerPoint presentation of no more than between 300 and 500 words and should be written in an appropriate summarised business format.
DOCUMENTATION TO BE SUBMITTED to complete this Assessment:
1. Defining the Project: Project Charter Document
2. Develop a Project Plan: Project Plan Document
3. Project Sign Off: Presentation for approval/project sign off
4. Project Administration and Monitoring: Project Activity Documentation
5. Project Finalisation: Project Finalisation Report
6. Project Review: Project Findings/Lessons Learned Presentation
Your submission must be prepared using business software such as Microsoft Word, Excel, PowerPoint or similar software, with hard copies provided to your Trainer/Assessor. Hand written submissions - represented in filling templates and notes are acceptable.
Your documents should be professionally formatted and include:
a. Your Name
b. Your Student ID
c. Unit Code
d. Assessment Number (i.e. BSBPMG522 Assessment 2)
Resources: Refer to Resources section at Page 2.

ASSESSMENT 2 – ASSESSOR CHECKLIST
This checklist is to be used when assessing the students in this task. This checklist is to be completed for each student. Please refer to separate mapping document for specific details relating to alignment of this task to the unit requirements.
Each task on this checklist must be found Satisfactory, to mark the assessment outcome as “Satisfactory”.
Please complete below
Student Name:
Student ID No:
In undertaking project work, did the student: Satisfactory
Prepare a Project Charter Document which included (at a minimum)
• Project Scope
• Project Stakeholders including Project Sponsor
• Project Team Members
• Roles and Responsibilities of each Project Team Member
• Relationship of project to organisational objectives and other projects
• Reporting requirements
• Resource requirements
• Any records of evidence (diary notes/minutes/emails) for all consultations and communications conducted with relevant stakeholders and project personnel
??
?? Yes
???
?? Yes
?? Yes
?? Yes
?? Yes
?? Yes
?? Yes
?? Yes
?? Yes
???
No
No
No
No
No
No
No
No
No
Prepare a Project Plan Document used the appropriate Project Management tools and incorporated (at a minimum):
• Project Scope
• Project Deliverables
• Project Stakeholders including Project Sponsor
• Project Team Members
• Roles and Responsibilities of each Project Team Member
• Relationship of project to organisational objectives and other projects
• Work breakdown
• Project Budget and how resources are to be allocated
• Timelines
• Reporting requirements
• Resource requirements
• Risk management strategies
• Methods and forms of recordkeeping and reporting
• Records of evidence (diary notes/minutes/emails) for all consultations and communications conducted with relevant stakeholders and project personnel to generate input and engagement in planning
? Yes
?? Yes
?? Yes
?? Yes
?? Yes
?? Yes
?
?? Yes
???
?? Yes
?? Yes
?? Yes
?? Yes
?? Yes
?? Yes
?? Yes
?? Yes
? No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
Developed a Project Plan summary in the form of a Microsoft PowerPoint
Presentation (or equivalent) and delivered the presentation
Had the Trainer/Assessor complete the Observation Checklist which constitutes the official approval/sign-off for implementation of the Project Plan
???
? Yes
???
? Yes ? No
No
Demonstrate completion of the Project Administration and Monitoring components of the Assessment by summarising specific details pertaining to the project and submitting it in the form of a written report.
Provided the required evidence of Project Activity by including all forms of documentation generated during the project which covered (but was not limited to) any of the following tools:
• Email: Internal and External parties
• Written Correspondence – Letters/Diary Notes
• Minutes of meetings conducted
• Research Data and references
• GANTT charts
• Work Instructions
• Risk Assessments
• Project Performance Reports o Progress Reports o Status Reports
• Financial Information including:
o Purchase Orders o Invoices o Statements
o Tax Receipts ???
? Yes
??
?
?
??
? Yes
??
??
? Yes ? Yes ? Yes ? Yes ? Yes ? Yes
? Yes
??
? Yes
? Yes
?? N/A No
No
No No No No No No No No
No
Completed a Project Finalisation Report which included the following:
Preparation of the appropriate documentation, sign offs and reporting to finalise this phase of the project management process including preparation of the following elements:
• Updating any financial recordkeeping and check the documentation for accuracy
• Provide strategies for the transition of any staff involved in the project including either assignment to new roles or re-assignment to previous roles
• Checking that all project elements on the GANTT Chart have been
satisfactorily delivered
???
? Yes
?
???
? Yes
??
? Yes
? Yes
??
? Yes
No
No
No
No
No
Prepare a summary report as the final review of the project in the format of a PowerPoint presentation (of no more than between 300 and 500 words) and written in an appropriate summarised business format
Reviewed and documented the project outcomes by comparing them against your original Project Plan objectives and scope
When developing your report, referred to each of the project documents previously created to support the project findings as well as feedback obtained from each of the project stakeholders.
??
? Yes
?
?
?
? Yes
?
??
? Yes ? No
No
No
Assessor Use Only
Assessor Comments
Satisfactory (S) Not Satisfactory (NS)
Assessor Signature: ___________________________Date: ______________
ASSESSMENT 2: TASK 3 - OBSERVATION CHECKLIST
PROJECT PLAN PRESENTATION FOR APPROVAL/SIGN OFF
This checklist is to be used when assessing the students in this task. This checklist is to be completed for each student. Please refer to separate mapping document for specific details relating to alignment of this task to the unit requirements.
Each task on this checklist must be found Satisfactory, to mark the assessment outcome as “Satisfactory”.
Please complete below
Student Name:
Student ID No:
Date Observed: Team Member Names:
Time Observed:
Location:
Project Plan Presentation Attached
In completing this assessment observation, the student demonstrated they were able to: Satisfactory
Prepare and deliver a Project Plan using PowerPoint which included (but was not limited to) the following elements:
• Project Scope
• Project Deliverables
• Project Stakeholders including Project Sponsor
• Project Team Members
• Roles and Responsibilities of each Project Team Member
• Relationship of project to organisational objectives and other projects
• Work breakdown
• Project Budget and how resources are to be allocated
• Timelines
• Reporting requirements
• Resource requirements
• Risk management strategies
• Methods and forms of recordkeeping and reporting
• Records of evidence (diary notes/minutes/emails) for all consultations and communications conducted with relevant stakeholders and project personnel to generate input and engagement in project planning
??
??
??
??
??
??
??
??
??
??
??
??
??
?
?
??
??
??

??
??
??

Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes No
No
No
No
No
No
No
No
No
No?
No?
No
No
No
No
No
No
No
In completing this assessment observation, the student demonstrated they were able to: Satisfactory
Any other elements relevant to the project
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________ ___________________________________________________
???? Yes No
?N/A
Trainer/Assessor Plan Approval/Sign Off Obtained
Approver Name:
Date:
Approver Signature:
Assessor Use Only
Assessor Comments
Satisfactory (S) Not Satisfactory (NS)
Assessor Signature: ___________________________Date: ______________