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BSBPMG522 Project Work

Part A — Questioning

Purpose

You will demonstrate a sound knowledge of the unit requirements in your responses.

Instructions to the

All questions must be answered satisfactorily for Part A to be

candidate

completed satisfactorily.

There is no restriction on the length of the question responses or time restriction in completing the assessment.

You must complete all questions unassisted by the assessor or other personnel but may refer to reference material as needed.

Resources required

The question responses section is the only resource required for this questioning assessment to be completed.

Assessment conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the management and leadership - project management field of work and include access to:

• relevant legislation, regulations, standards and codes

• relevant workplace documentation and resources

• case studies and, where possible, real situations

• interaction with others.

Assessors must satisfy NVR/AQTF assessor requirements.

Reasonable adjustment

If you do not wish to respond to the questions in written form, an interview may be used as an alternative approach if negotiated with your assessor.

Question 1: List two organizational documents or resources that can help define project parameters.

Answer:

Question 2: Choose one document or resource from those listed in Question 1 and explain how it helps define project parameters.

Question 3: Outline two questions or considerations for a person managing part of a project when identifying the extent of their responsibility.
Choose one document or resource from those listed in Question 1 and explain how it helps define project parameters.

Question 4: Provide two examples that illustrate why it's important for a project manager executing a project to take into account organisational objectives and the relationship of the project to other projects.

Question 5: Identify two factors a project manager should take into account when allocating human resources to a project.

Question 6: Provide two examples of project management tools, explaining how each can contribute to project management.

Question 7:You is managing a project to train staff members in a specialist, high-risk work role. Training must be delivered within a given time frame, in your workplace by atechnically qualified and experienced trainer.

Using the five-step risk management process, identify two risks to the project and suggest how these risks could be controlled.

Question 8: Where WHS risks exist in a project, provide two suggestions for how such risks can be identified and/or managed.

Question 9: Explain the difference between direct and indirect costs, giving an example of each.

Part B - Project: Undertaking project work at BizOps Enterprises

Task overview andcontext

You receive an email from Gina Harris, Human Resources Manager.

Subject: Professional development project

Hello,

I understand that Phase 2 of the retail staff leadership/customer service/first aid professional development project is complete. This is the pilot program that included staff from three stores across Victoria and Tasmania. I wish to congratulate you on implementing this program as the Project Manager.

Senior management would like to see a review report of the pilot as soon as possible. It is important that the VIC/TAS project team acts quickly on this. The report will be used to secure funding for the next phase of the project; that is, rolling out the program to the remaining VIC/TAS regional stores. The company is also keen to see a review of project outcomes with a view to extending the program to other states.

I have reviewed the responses collected from stakeholders and compiled a list of those that seem to capture the common threads. This list is included below.

There are some interesting insights that will help shape the project as we progress with it. We may need to undertake more detailed discussion with staff with a view to reviewing the units nominated for delivery. Some of these units may be missing the target and therefore not be the best use of company resources. I have provided a document that highlights two that perhaps need to be reconsidered.

Please prepare and forward to me a draft review report discussing project outcomes against the project scope. See the 'Resources required' section for how to access the project scope and other relevant documents.

I have provided details of what should be included in the review report in the 'Instructions to the candidate' section that follows.

Regards,

Gina Harris

Human Resources Manager

Pre-training survey responses

'I'd like to develop my leadership skills so that I can step up into a supervisor's role and feel like I have a future with the company.' [Gina: Maybe we're missing the opportunity to implement succession planning and we're not offering a career path opportunity?]

'My supervisor wants me to do some learning on providing product advice. But I already do this well as I've received a state customer service excellence award for junior retail staff.' [Gina: Have the right people been targeted with the most appropriate units of competency?] 'All staff should have first aid, not just permanents.' [Gina: Agreed, as this demonstrates that the company is proactively meeting its duty of care and community responsibilities. How much more does it cost to train casuals who need first aid training?] continued ...

Post-training survey responses

[Gina: The selected comments are common threads I picked up on from looking at the trainee reviews. Do you think it'd be a good idea to initiate a follow-up/project team discussion of these?]

Delivery/content/units

'The operate retail technology unit was a waste of time. Everyone in the group knew how to use POS equipment.'

'What we were asked to do for the Lead and Manage People unit was way above what some of the group were capable of. And the assessment was way too difficult.'

Learning resources

'Management learning resources were really light on for useful information. I had to do a lot of googling to find the information I needed to help complete assignments.'

Timing and duration

'l found the amount of training really demanding. There wasn't enough time to do tasks properly. I felt rushed and under pressure, trying to squeeze things in around work and home.'

Trainer/s

'Having in-house training staff is useful from the point of view of them knowing how the company works, but it was better working with someone who had a good understanding of retail and retail supervision.'

Assessment

'Some of the assessment tasks were really demanding. Seemed to ask for more than what our role requires.'

Instructions to the candidate

You are required to prepare a project review report that captures the project scope, planning for the project and its implementation, and the finalization and review of the project.

You will need to access and read the following BizOps Enterprises plans, policies and procedures:

  • Vision, mission and values statement Company business plan 2015-2020

Professional development policy

Budgeting and financial planning procedures

Supplier policy

  • Anti-discrimination and diversity policy

Equal opportunities policy

  • Information management policy
  • Privacy policy

Risk management policy

  • Work health and safety policy
  • Information management procedures
  • Preferred training suppliers
  • Risk management procedures
  • Project scope
  • VIC/TAS professional development project retail units

See the 'Resources required' section for how to access these documents. Submit a report summarising and reviewing the project by completing these tasks.

  1. Define the project by identifying the following:
    • The scope of the project and how it contributes to meeting the organisational mission, vision, business goals and objectives Key stakeholders, the lines of authority (identify reporting relationships and who will provide final sign-off) and the extent of your own responsibility/authority

Company policies, procedures and protocols, as well as legislation, regulations and codes of practice (including WHS) that apply to the workplace or that may affect the project and your project role

  • How corporate Policies and procedures, legislation and regulations will be met in fulfilling the project deliverables, including notations on corporate requirements for budgets and finance, record-keeping, reporting and quality assurance The resources that will be required, explaining how these will be accessed
  1. Describe the planning and implementation of the project by completing the following:
    • Explain how you will manage and monitor your part of the project, and describe the record-keeping and reporting system you will use; develop a spreadsheet or similar mechanism for tracking project activities and the achievement of deliverables.
    • Identify risks and explain how these will be managed. Use the Risk management policy and procedures to respond.

-Identify budget items; explain how you will manage resources and finances and provide a strategy for acquitting and reporting on

_finances at the conclusion ofthe project. Refer to the relevant policy. Explain how team members are engaged to support them and to provide information about time lines, work breakdown and deliverables so that they understand what is required to meet their obligations,

  • Explain how you will ensure a smooth transitionto a previous job fünction orto a new role for seconded staff and contracted staff
  • once the project is completed and closed off.
  1. Review and report on the project by preparing the following:
    • An agenda for a team meeting to review the project and project outcomes with suggested discussion items

A report that summarises the review of the project outcomes against the project scope and documents lessons learned from the project

The final documents you submit for assessment will be assessed using the project criteria provided.

All project criteria outlined must be covered satisfactorily for Part B to be completed satisfactorily.

You must complete the project unassisted by the assessor or other personnel, but may refer to reference material as needed,

Resources required The following materials are required for this project to be completed:

  • Computer/office equipment and resources
  • Access to the internet
  • BizOps Enterprises plans, policies and procedures:

The project meets the following requirements:

PI

Project parameters, including project scope, were defined

P2

Ideas and information from a range of complex texts were organised, evaluated and critiqued

P3

Project parameters, including project stakeholders, were defined

P4

Clarification of issues related to project and project parameters was sought from delegating authority

P5

Project parameters, including own responsibilities, were defined

P6

Project parameters, including reporting requirements, were defined

Explicit and implicit organisational procedures and protocols and legislative/ regulatory requirements were recognised and responded to

P8

Organisational mission, goals, objectives and operations were outlined, including how the project relates to them

P9

Project parameters, including relationship of the project to organisational objectives and other projects, were defined

PIO

Organisational human resources procedures and processes that are relevant to managing a project were explained

Project parameters, including resource requirements, were defined

P12

Plans were developed to manage projects that involved diverse stakeholders with potentially competing demands

p13

Project management tools were used to develop a project plan

p14

Project management tools were used to develop risk management in a project plan

P15

Legislative/regulatory requirements were recognised and responded to

P16

Project management tools were used to develop budget and allocation ofresources in a project plan

P17 Relevant stakeholders were consulted and communicated with to generate input and engagement in planning the project

P18 Project plan was finalised and necessary approvals to commence project according to documented plan were gained

P19 Action was taken to ensure project team members were clear about their responsibilities and project requirements

P20 Project management tools were used to implement work breakdown in a project plan

P21 Project management tools were used to develop and implement time lines in a project plan

P22 Team members were supported to enable them to achieve deliverables

P23 Relevant information was systematically gathered and analysed, and options evaluated in order to make informed decisions

P24 Organisational record-keeping procedures and processes that are relevant to managing a project were explained

P25 Project management tools were used to implement record-keeping and reporting in a project plan

P26 Digital technologies and applications were used to access, organise and share information

P27 Organisational quality assurance procedures and processes that are relevant to managing a project were explained

P28 Project management tools were used to implement a budget and allocation of resources in a project plan

P29 Formal/informal oral and written mathematical language and representation was used to prepare and communicate budgetary and financial information

P30 Project reports were completed and forwarded to stakeholders as required

P31 Organisational reporting procedures and processes that are relevant to managing a project were explained

P32 Project management tools were used to implement reporting in a project plan

P33 Knowledge of structure and layout using broad vocabulary, grammatical structure and conventions appropriate to a text was displayed

P34 Project management tools were used to implement risk management in a project plan

Part C - Project: Undertaking project work at work

Purpose You will demonstrate your skills and knowledge by completing a project in your workplace.

You will need to refer to the relevant policies and procedures for your organisation, which may include the following:

Vision, mission and values statement

Company business plan

Professional development policy

Budgeting and financial planning procedures

Supplier policy

Anti-discrimination and diversity policy

Equal opportunities policy

Information management policy

Privacy policy

Risk management policy

Work health and safety policy

Information management procedures

Preferred training suppliers

Risk management procedures

Submit a report summarising and reviewing the project by completing these tasks.

5

1. Define the project by identifying the following:

  • The scope of the project and how it contributes to meeting the organisational mission, vision, business goals and objectives
  • Key stakeholders, the lines of authority (identify reporting relationships and who will provide final sign-off) and the extent of your own responsibility/authority
  • Company policies, procedures and protocols, as well as legislation, regulations and codes of practice (including WHS) that apply to the workplace or that may affect the project and your project role
  • How corporate policies and procedures, legislation and regulations will be met in fulfilling the project deliverables, including notations on corporate requirements for budgets and finance, record-keeping, reporting and quality assurance
  • The resources that will be required, explaining how these will be accessed

2. Describe the planning and implementation of the project by completing the following:

  • Explain how you will manage and monitor your part of the project, and describe the record-keeping and reporting system you will use; develop a spreadsheet or similar mechanism for tracking project activities and the achievement of deliverables.
  • Identify risks and explain how these will be managed. Use your organisation's risk management policy and procedures to respond.
  • Identify budget items; explain how you will manage resources and finances and provide a strategy for acquitting and reporting on finances at the conclusion of the project. Refer to the relevant policy.
  • Explain how team members are engaged with to support them and to provide information about time lines, work breakdown and deliverables so that they understand what is required to meet their obligations.
  • Explain how you will ensure a smooth transition to a previous job function or to a new role for seconded staff and contracted staff once the project is completed and closed off.

3. Review and report on the project by preparing the following:

  • An agenda for a team meeting to review the project and project outcomes with suggested discussion items
  • A report that summarises the review of the project outcomes against the project scope and documents lessons learned from the project

The final documents you submit for assessment will be assessed using the project criteria provided.

All project criteria outlined must be covered satisfactorily for Part C to be completed satisfactorily.

Resources required The following materials are required for this project to be completed:

  • Computer/office equipment
  • Access to the internet
  • Relevant organisational policies and procedures
  • Relevant workplace documentation and resources

Assessment conditions Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the management and leadership - project management field of work and include access to:

  • relevant legislation, regulations, standards and codes
  • relevant workplace documentation and resources
  • case studies and, where possible, real situations
  • interaction with others.

Assessors must satisfy NVR/AQTF assessor requirements.

Assessor to complete

Task context: Outline the specific details of the environment and context for this candidate. This may include specific location, equipment selected/used, specific project created or specific customer/client characteristics:

The project meets the following requirements:

PI Project parameters, including project scope, were defined

P2 Ideas and information from a range of complex texts were organised, evaluated and critiqued

P3 Project parameters, including project stakeholders, were defined

P4 Clarification of issues related to project and project parameters was sought from delegating authority

P5 Project parameters, including own responsibilities, were defined

P6 Project parameters, including reporting requirements, were defined

P7 Explicit and implicit organisational procedures and protocols and legislative/ regulatory requirements were recognised and responded to

P8 Organisational mission, goals, objectives and operations were outlined, including how the project relates to them

P9 Project parameters, including relationship of the project to organisational objectives and other projects, were defined

PIO Organisational human resources procedures and processes that are relevant to managing a project were explained

PII Project parameters, including resource requirements, were defined

P12 Plans were developed to manage projects that involved diverse stakeholders with potentially competing demands

P13 Project management tools were used to develop a project plan

P14 Project management tools were used to develop risk management in a project plan

P15 Legislative/regulatory requirements were recognised and responded to

P16 Project management tools were used to develop budget and allocation of resources in a project plan

P17 Relevant stakeholders were consulted and communicated with to generate input and engagement in planning the project

P18 Project plan was finalised and necessary approvals to commence project according to documented plan were gained

P19 Action was taken to ensure project team members were clear about their responsibilities and project requirements

P20 Project management tools were used to implement work breakdown in a project plan

P21 Project management tools were used to develop and implement time lines in a project plan

P22 Team members were supported to enable them to achieve deliverables

P23 Relevant information was systematically gathered and analysed, and options evaluated in order to make informed decisions

P24 Organisational record-keeping procedures and processes that are relevant to managing a project were explained

P25 Project management tools were used to implement record-keeping and reporting in a project plan

P26 Digital technologies and applications were used to access, organise and share information

P27 Organisational quality assurance procedures and processes that are relevant to managing a project were explained

P28 Project management tools were used to implement a budget and allocation of resources in a project plan

P29 Formal/informal oral and written mathematical language and representation was used to prepare and communicate budgetary and financial information P30 Project reports were completed and forwarded to stakeholders as required

P31 Organisational reporting procedures and processes that are relevant to managing a project were explained

P32 Project management tools were used to implement reporting in a project plan

P33 Knowledge of structure and layout using broad vocabulary, grammatical structure and conventions appropriate to a text was displayed

P34 Project management tools were used to implement risk management in a project plan

P35 Project management tools were used to implement deliverables in a project plan

P36 The project was finalised, including documentation and reporting

P37 Team members were supported to enable them to transition at completion of the project

P38 The project was finalised, including documentation and sign-offs

P39 Project outcomes were reviewed and documented

P40 The outcomes of decisions were evaluated to identify opportunities for improvement

P41 Relevant stakeholders were consulted and communicated with to generate input and engagement in reviewing the project

P42 Appropriate strategies were applied to communicate main ideas across a range of contexts

P43 Lessons learned from the project were documented and reported within the organisation

P44 Complex relationships between ideas and information were communicated, matching style of writing to purpose and audience

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