complex assessment

BSBPMG522 Undertake Project Work

Assessment Guidelines

Please read the following assessment guidelines carefully.

1. The purpose of this activity is to assess your knowledge and skills in Lead effective workplace relationships.

2. If you have any considerations that may affect your performance in the assessment, please inform your assessor immediately. Your assessor will provide you with a suitable alternative to complete this assessment.

3. Your assessor will mark your assessment and provide feedback and a grade to you via the assessment submission on Moodle.

4. If you feel the decision made by your assessor was incorrect you have the rights to appeal the grading through filling out an appeals form which will then be handle by the Academic Manager.

5. A “NYS” (not yet satisfactory) result of this task may be returned to you for a re-assessment. Re- assessments must be submitted by an agreed date with your assessor.

6. The re-assessment work must address the specific performance tasks beyond doubt for the assessor to issue a satisfactory (pass) result. A repeat NYS outcome could lead to an administration fee for further reassessment.

7. All work must be done individually. Copied work will not be accepted and

By adding my name to this document, I hereby declare the work is my own and has not been copied from any other source.

Student NAME: Date:

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 Resource. You should complete these as stated below and as instructed by your trainer/assessor.

Knowledge, skills and performance may be termed as:

· Knowledge – knowledge requirements, required knowledge, essential knowledge, knowledge evidence

· Skills Performance

· skill requirements, required skills, essential skills, foundation skills

· evidence requirements, critical aspects of assessment, performance evidence.

Section A: Knowledge Activity

The Knowledge Activity is a series of activities to confirm your competency for all of the required knowledge in the unit of competency.

Section B: Skills Performance Activity

The Skills Performance Activity is designed to be a practical activity performed based on the information you have obtained in Section A. You should demonstrate the required practical tasks for the unit of competency and be observed by the assessor, as applicable to the situation.

If necessary for the activities, you should attach completed written answers, portfolios or any evidence of competency when submitting this work.

Marking guidance

You will undertake two Summative Assessments as your own work but communicating with others.

To satisfactorily pass this unit, you need to ensure that each component of the Summative Assessment (Sections A & B) is completed, submitted and marked Satisfactory.

Submission

See the Unit Outline and listen to your trainer for the due date for this assessment.

You will be supplied with the assessment materials via the Moodle course for this unit.

It is acceptable to prepare and capture parts of your work using word processing, scanned document or other forms of technology (eg audio recordings). When you do this, you MUST name the files correctly and upload them to the Moodle course for this unit.

Make sure that you complete and submit the cover page each time you submit your work for a Summative Assessment.

Feedback and results

You will receive supportive feedback about your work for your Summative Assessments.

See the International Student Handbook for the College’s policies on resubmissions and appeals.

You can always talk to your trainer about the feedback and your progress.

Objective: To provide you with an opportunity to show you have the required knowledge for this unit.

· 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

Answer each question in as much detail as possible, considering your organisational requirements for each one.

Background

More information about this brief is available in the Section B: Skills Performance Activity section below.

To ensure you do a really good job, you need to do some research and prepare your answers for the following questions.

1. Complete the following table to by providing 3 examples of project management tools and describe how they contribute to a project.

2. Complete the following table to outline the types of documents and other sources of information used to define the parameters of a project.

3. Explain the processes for identifying and managing risk in a project (70-100 words).

Objective: To provide you with an opportunity to demonstrate the required performance criteria, performance evidence and foundation skills for this unit.

1.1 Access project scope and other relevant documentation

1.2 Define project stakeholders

1.3 Seek clarification from delegating authority of issues related to project and project parameters

1.4 Identify limits of own responsibility and reporting requirements

1.5 Clarify relationship of project to other projects and to the organisation’s objectives

1.6 Determine and access available resources to undertake project

2. Develop project plan

2.1 Develop project plan in line with the project parameters

2.2 Identify and access appropriate project-management tools

2.3 Formulate risk-management plan for project, including work health and safety (WHS)

2.4 Develop and approve project budget

2.5 Consult team members and take their views into account in planning the project

2.6 Finalise project plan and gain necessary approvals to commence project according to documented plan

3. Administer and monitor project

3.1 Take action to ensure project team members are clear about their responsibilities and the project requirements

3.2 Provide support for project team members, especially with regard to specific needs, to ensure that the quality of the expected outcomes of the project and documented time lines are met

3.3 Establish and maintain required record-keeping systems throughout the project

3.4 Implement and monitor plans for managing project finances, resources and quality

3.5 Complete and forward project reports as required to stakeholders

3.6 Undertake risk management as required to ensure project outcomes are met

3.7 Achieve project deliverables

4. Finalise project

4.1 Complete financial record keeping associated with project and check for accuracy

4.2 Ensure transition of staff involved in project to new roles or reassignment to previous roles

4.3 Complete project documentation and obtain necessary sign-offs for concluding project

5. Review Project

5.1 Review project outcomes and processes against the project scope and plan

5.2 Involve team members in the project review

5.3 Document lessons learned from the project and report within the organisation

This activity will enable you to demonstrate the following performance evidence:

· 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 activity will enable you to demonstrate the following knowledge evidence:

· 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 including:

· lines of authority and approvals

· quality assurance

· human resources

· budgets and finance

· recordkeeping

· reporting

· outline the legislative and regulatory context of the organisation in relation to project work, including work health and safety (WHS) requirements.

This activity will enable you to demonstrate the following foundation skills:

· Reading

· Organises, evaluates and critiques ideas and information from a range of complex texts

· Writing

· Develops plans, reports and recommendations using vocabulary, structure and conventions appropriate to text

· Establishes and maintains records according to organisational requirements

· Numeracy

· Uses formal and some informal, oral and written mathematical language and representation to prepare and communicate budgetary and financial information

· Oral Communication

· Participates in verbal discussions using clear language and appropriate features to present or seek information

· Using listening and questioning skills to seek information and confirm understanding

· Navigate the world of work

· Recognises and responds to organisational and legislative/regulatory requirements

· Interact with others

· Selects and uses appropriate communication protocols and practices to ensure shared understanding of project roles and expectations

· Uses collaborative techniques to engage stakeholders in consultations and negotiations

· Get the work done

· Develops and implements plans to manage projects that involve diverse stakeholders with potentially competing demands

· Systematically gathers and analyses all relevant information and evaluates options to make informed decisions

· Evaluates outcomes of decisions to identify opportunities for improvement

· Uses digital technologies and applications to access, organise and share information

Answer the activity in as much detail as possible, considering the organisational requirements.

Use the information provided, together with the information that you researched and wrote about for Section A: Knowledge Activity in this Assessment workbook, as well as your own research, to complete this assessment.

For this assessment, you will undertake a series of tasks which will enable you to undertake a project by developing a project plan, administering and monitoring the project, finalising the project and then reviewing the project to identify lessons learned for application to future projects.

Review the Bounce Fitness Corporate Marketing Plan and other relevant documentation and then prepare a Project Scope document (500-700 words) that will enable you to manage the execution of this plan.

Bounce Fitness’s CEO will sign off on this project.

As well as the normal things you should include in a Project Scope document, ensure you also include:

· Explain how this project relates to Bounce Fitness’s other current projects and the organisation’s objectives

· Reporting requirements for the project

Save and submit this document as: “ BSBPMG522 Task 1 Project Scope <Your name> ”

Bounce Fitness’s CEO and the Board of Directors have delegating authority of this project.

· clarification whether there are any issues with the project scope

· their input as to whether the project scope meets Bounce Fitness’s organisational, legal and regulatory requirements, and

· if appropriate, their approval

Save and submit this document as: “ BSBPMG522 Task 2 Email – project scope approval <Your name> ”

Once you have received feedback from your Trainer that you successfully completed tasks 1 & 2, you can proceed with the remaining tasks.

Task 3 – Develop draft project plan

Once you have received confirmation from your Trainer that you have correctly completed Tasks 1 & 2, assume that Bounce Fitness’s CEO and Board have approved the Project Scope.

It is now time to prepare a draft project plan (500-1000 words) based on this scoping document which will be used to consult with your team members for their input.

As well as the normal things you should include in a Project Scope document, ensure you also include:

· a risk management plan which includes WHS requirements

· recordkeeping and reporting requirements

· lines of authority and approvals

· organisational, legislative and regulatory requirements related to the project

Save and submit this document as: “ BSBPMG522 Task 3 Draft Project Plan <Your name> ”

You now need to interact with two other BSBPMG522 Undertake project work students who have completed and submitted their work for Tasks 1-3 above. These people will act as your project team. Ensure these people have a copy of your Project Plan that you wrote for Task 3. These people will provide you with feedback and input about whether your project plan meets all of the requirements for the project.

At this meeting (10-15 mins), you need to:

· Facilitate a discussion to:

· Explain Bounce Fitness’s procedures and processes relevant to managing this project, including:

· lines of authority and approvals

· quality assurance processes

· human resources

· budgets and finances

· recordkeeping and reporting

· determine whether:

· the project plan covers all of the requirements of the project parameters and scope

· your project management tools are appropriate

· your risk management plan covers WHS requirements

· your project budget is correct

· Use:

· clear and appropriate language, communication protocols and ways to present and seek information

· listening and questioning techniques to seek information and confirm the understanding of your project team members

Your trainer will advise you when this role play will be undertaken.

Task 5 – Finalise project plan

Following your team meeting in Task 4, finalise your project plan to incorporate the feedback and input of your team members.

Save and submit this document as: “ BSBPMG522 Task 5 Final Project Plan <Your name> ”

Task 6 – Gain approval of your project plan

You also need to gain the approval of the CEO and Board of your finalised project plan which incorporates the feedback and input of your team members.

Write an email (30-60 words) to the CEO and Board seeking their approval to commence your project based on your finalised project plan.

Save and submit this document as: “ BSBPMG522 Task 6 Email – project plan approval <Your name> ”

Task 7 – Brief and support project team

It is now time to implement your project plan by writing an email (50-70 words) to your project team explaining how they will need to support you in ensuring quality outcomes of the project by:

· outlining each team members’ roles and responsibilities for the project ensuring they follow organisational, legal and regulatory requirements

· how you will support each team member undertake and manage their roles and responsibilities for the project

· how your team will meet the project’s timelines

Save and submit this document as: “ BSBPMG522 Task 7 Project team brief and support <Your name> ”

Task 8 – Minutes of meetings

Your project has commenced. You need to monitor the progress of the project by

· holding two meetings after each progression point with your project team

· writing two emails containing a progress report after each progression point to the CEO and the Board based on the following.

Progress point 1

You have received some preliminary reports related to your project as follows:

· Monthly sales figures are down, while monthly marketing costs have gone up, compared to the project’s budget

· A key marketing person has fallen sick and needs to be replaced

Progress point 2

You have received further preliminary reports related to your project as follows:

· Monthly sales figures have started to steadily rise, however monthly marketing costs continue to up compared to budget

· Feedback regarding the marketing mix may need adjusting

At each progress meeting 1 (10-15 mins each), you need to discuss:

· How well the project is progressing/being achieved in relation to your project plan

· How the project finances, resources and quality is progressing/been achieved

· The project’s risk management plan

Following each meeting:

· type up the Minutes of meeting (70-150 words each) outlining what was discussed and needed actioning

· write two emails (70-150 words each) outlining the progress of the project and your recommended changes to the project plan.

Save and submit these document as:

· “ BSBPMG522 Task 8 Minutes of meetings <Your name> ”

· “ BSBPMG522 Task 8 Progress report emails <Your name> ”

Task 9 – Finalise the project

It is now time to finalise the project by completing the following tasks:

· send an email (30-50 words) to Bounce Fitness’s General Manager for finance advising them to send you all outstanding invoices so you can check them for accuracy

· you have received these invoices and checked them for accuracy, now send another email (30-50 words) to Bounce Fitness’s General Manager for finance advising them to pay all of these outstanding invoices

· send an email (30-50 words) your team members advising them that the project has been completed and once they have been involved in the review of the project, they will be returning to their previous job roles

Save and submit this document as: “ BSBPMG522 Task 9 Email – finalise the project <Your name> ”

Task 10 Review the project

You now need to interact with two other BSBPMG522 Undertake project work students who have completed and submitted their work for Tasks 1-9 above. These people will act as your project team. Ensure these people have a copy of your Project Plan that you wrote for Task 3 and the Corporate Marketing Plan Performance Review. These people will help you review the project outcomes and processes against your project scope and your project plan.

You will also need to take minutes of this meeting to document what was discussed at the meeting and the lessons learned from the project.

At this meeting (10-15 mins), you need to:

· Facilitate a discussion to:

· compare whether the project outcomes and processes against your project scope and your project plan

· determine what lessons were learned from this project which could be used in future projects

· Use:

· clear and appropriate language, communication protocols and ways to present and seek information

· listening and questioning techniques to seek information and confirm the understanding of your project team members

Your trainer will advise you when this role play will be undertaken.

Save and submit this document as: “BSBPMG522 Task 10 Minutes - review the project <Your name>”

Task 11 – Report on the review of the project

It is now time to report on the review of the project by sending an email (70-100 words) to Bounce Fitness’s CEO and Board Members detailing the review of the project, including the lessons learned which could be used in future projects.

Save and submit this document as: “ BSBPMG522 Task 11 Email – review the project <Your name> ”

This will used by the trainer to document the learner’s knowledge, skills and performance as relevant to the summative assessments: Sections A & B. The table indicates if the learner is deemed satisfactory (S) or not satisfactory (NS) for the activity or if reassessment is required.