project scoping and planning
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Assessor: |
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Date: |
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Name of project: |
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Task 1.1: Project scoping and planning
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Provide an overview of the organisation. Include their: · Mission · Goals · Objectives · Operational context |
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Give the rationale for the project |
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Business objectives Relationship of project to the organisation's objectives |
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Define the project scope |
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Relationship to other projects Include dependencies |
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Stakeholders Outline the project stakeholders and clearly define the project staff |
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Resources The additional resources that will be needed |
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Legislative and regulatory context including WHS considerations |
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Risk assessment Make a list of potential risks |
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Reporting Define the project’s reporting requirements |
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Project management tools and system to be used Outline the project management system, tools or methods you will use to file documentation and share information for this project |
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Seek clarification from your supervisor in relation to any queries and issues you have relating to the project and its parameters. Summarise your queries here before sending the communication. Attach evidence of this in this section. E.g. emails, online chats. |
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Attach: |
Evidence of communication with supervisor re project issues or parameters |
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Project management documents reviewed if not using the Simulation Pack. |
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Screenshots of online file organisation to date |
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Task 2.2: Project management plan
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Title |
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Background Provide a brief explanation of the background of the project. |
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Objectives Benefits that the project intends to achieve |
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How the success of the project will be measured Describe the measure(s) that will used to indicate that the project has been successfully completed |
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Activities and Milestones
List the major activities, scheduled start, scheduled finish and who has been assigned accountability.
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Project area |
Actions |
Responsibility |
Scheduled start |
Scheduled finish |
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Project Budget
Include the approved project budget.
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Cost area |
Details |
Estimated cost |
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Risk management plan
Risk assessment legend
List the major risks identified from the business case, as well as consequences of the risk occurring. Use the risk assessment legend to establish severity and likelihood. Document risk treatment/control measures.
Include at least one WHS risk.
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Risk |
Likelihood |
Severity |
Treatment/control methods |
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Attach: |
Email to supervisor requesting approval to proceed |
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Email to team outlining plans and responsibilities |
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Screenshots of online file organisation to date |
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Task 2.3: Implementation activities
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Which implementation activities did you complete? List these here and provide evidence of each one (minimum two) |
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Project Status Report
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Project name |
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Project Manager |
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Project Objective |
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Project Progress Summary Briefly describe the Project’s progress towards meeting its target outcome during this reporting period. Anecdotal information may be provided. |
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Milestones |
Target date |
Actual date |
Impact |
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Description of milestone |
Target date as per project plan |
Actual date achieved |
Briefly describe any changes to the project schedule required as a result of the amended milestone(s). |
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Budget Indicate total project funding, planned expenditure and actual expenditure. |
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Comments Include additional comments as required regarding overspend or surplus/underspend in this reporting period. |
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Risk management
Include information on project risks to date.
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Risk |
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Predicted likelihood |
Seriousness |
Actions to be taken |
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Brief description project risks arising |
of |
Include likelihood attributed to risk in project plan |
Include consequences attributed to risk in project plan |
Include actions to be taken based on original risk treatments identified. |
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Recommendations Brief statement(s) for your supervisor to consider and/or endorse as applicable. |
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Attach: |
Evidence of implementation activities (if using the case study include design brief and emails to website designers for quotes) |
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Screenshots of online file organisation to date |
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Task 2.4: Project finalisation
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Reason for project Outline why is over |
closing this |
the project |
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Highlights |
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and |
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innovations What were |
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main |
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highlights |
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and |
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innovations project? |
of |
this |
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Summary |
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of |
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recommendations If using the case study, one of the recommendations should be for the supervisor to agree that the project can be deemed closed. |
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Performance against objectives Summarise the actual performance of the project against the planned performance. |
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Performance against outcomes Describe the actual performance of the project in relation to the achievement of targeted outcomes. Were all planned targeted outcomes achieved, to what degree? |
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Performance against outputs Describe the actual performance of the project in relation to the delivery of the outputs. Were all planned outputs delivered, to what degree? Were they all accepted? Did the quality of the outputs meet expectations? |
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Performance against budget
Include the actual performance of the project against the project budget and make comments regarding variations.
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Cost area |
Estimated cost |
Actual cost |
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Photographs |
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Logo design |
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Web site development |
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Web site content |
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Lessons learnt Describe the project management and quality management processes that were perceived to be inappropriate and/or ineffective for the project, as reflected by the stakeholders and the project records/documentation. |
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Attach: |
Link to completed online file organisation and record keeping system used throughout the project. |
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