leadership

Estimated Time

30 Minutes

Objective

To provide you with an opportunity to access project scope and other relevant documentation and define project stakeholders

Activity

The local City Council want to stage a free family fun day at the local city Botanic Gardens to celebrate its 25th Birthday.

Who would you list as the stakeholders?

Estimated Time

45 Minutes

Objective

To provide you with an opportunity to seek clarification from delegating authority of issues related to project and project parameters

Activity

Using the examples provided of the types of parameters you may need to consider when seeking clarification from a delegating authority for issues related to the project, detail briefly your thoughts and suggestions on the impact of these:

· Project finances or budget

· Procurement requirements associated with project

· Scope of project

· Integration of project within organisation

· Legislative and quality standards

· Physical, human and technical resources available or required for project

· Reporting requirements

· Risks associated with project, including WHS

· Time lines.

Estimated Time

30 Minutes

Objective

To provide you with an opportunity to identify limits of own responsibility and reporting requirements and clarify relationship of project to other projects and to the organisation's objectives

Case Study

Are there other projects that have occurred previously that would help you better understand the strategic objectives?

· If so, what are they?

· Are you able to access them?

· How do they compare with the current proposed project?

· How can you relate such key items as cost, feasibility, and so forth?

Refer to a workplace example if possible.

Estimated Time

30 Minutes

Objective

To provide you with an opportunity to determine and access available resources to undertake project

Activity

Using your workplace as the source of a project, complete the initial details in this suggested example.

Estimated Time

40 Minutes

Objective

To provide you with an opportunity to develop project plan in line with the project parameters and identify and access appropriate project management tools

Activity

Using your workplace as a reference, in groups or as directed by the instructor, develop a project plan outline using a suitable tool, either from the examples provided or using what is provided by your workplace.

You should address:

· Timelines

· Work structure

· Responsibilities

· Parameters

And describe the project management system used:

Estimated Time

40 Minutes

Objective

To provide you with an opportunity to formulate risk management plan for project, including Work Health and Safety (WHS)

Activity

Conduct a WHS audit.

In groups, or as directed by the instructor, using a project plan example or one from your workplace address the issues below as it relates to your project WHS assessment.

Answers will vary depending on group, so a discussion once complete will help to share ideas and knowledge

Estimated Time

40 Minutes

Objective

To provide you with an opportunity to develop and approve project budget

Activity

In groups, or as directed by the instructor and using a project from your workplace, address the issues below as it relates to developing and planning for approval of a project budget. Use as an example the base structure of an existing workplace project but avoid simply duplicating that budget!

1. Demonstrate your budget knowledge:

· Estimate team hours required to complete each task

· Describe applicable overhead costs as a percentage of those direct labour costs

· Estimate other direct costs (such as consultants, printing etc)

· Describe appropriate contingency costs and why

1. Detail how much you have to spend

2. Detail what project expenses are mandatory or most important

3. How would you go about obtaining prices and quotes for expenses

Estimated Time

30 Minutes

Objective

To provide you with an opportunity to consult team members and take their views into account in planning the project

Activity

In groups, or as directed by the instructor, conduct this activity by asking the team members questions about project time constraints for an example project.

· Obtain the information from your team based on a project of your choice.

Issue: time constraints.

Estimated Time

30 Minutes

Objective

To provide you with an opportunity to finalise project plan and gain necessary approvals to commence project according to documented plan

Activity

1. Describe what experiences you have encountered in gaining the necessary approvals to commence a project?

2. How did you overcome any approval obstacles?

3. What were the methods you used in seeking approvals?

Answer in relation to an identified project example.

Estimated Time

30 Minutes

Objective

To provide you with an opportunity to take action to ensure project team members are clear about their responsibilities and the project requirements and 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

Activity

Using a workplace example of a recent or current project, detail your findings on how you experienced it as a team member or how you handled it as a project manager using the following examples provided:

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

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

Estimated Time

30 Minutes

Objective

To provide you with an opportunity to establish and maintain required record keeping systems throughout the project

Activity

Using a workplace example of a recent or current project, detail how you experienced maintaining required record keeping systems throughout the project as a team member or how you handled it as a project manager, using the performance criteria just addressed.

Provide examples and suggestions used in your workplace.

Estimated Time

40 Minutes

Objective

To provide you with an opportunity to implement and monitor plans for managing project finances, resources and quality

Activity

Suggest further comments to these steps for implementing and monitoring plans for managing project finances.

Estimated Time

30 Minutes

Objective

To provide you with an opportunity to complete and forward project reports as required to stakeholders and undertake risk management as required to ensure project outcomes are met

Activity

In groups, or as directed by the instructor, and using a project from within your workplace conduct a risk assessment using the session notes and discussions just held.

It is required to address the following:

1. External/strategic context

2. Internal/organisational context

3. Risk management context

Estimated Time

30 Minutes

Objective

To provide you with an opportunity to achieve project deliverables

Activity

Discuss in groups, or as directed by the instructor, your experiences in the workplace on how project deliverables were:

Answers will vary depending on learner, their workplace and their experiences.

Estimated Time

40 Minutes

Objective

To provide you with an opportunity to finalise project

Activity

Complete and comment on the suggested forms reports and tables detailed in this session which are designed to “finalise a project” and make specific references to your experiences with:

· Completing financial record keeping

· Assign staff involved in project to other roles etc. And obtain any necessary sign offs

· Complete project documentation

Estimated Time

40 Minutes

Objective

To provide you with an opportunity to review the project.

Activity

Give an example of a workplace project and explain the process you would follow to review its effectiveness and success.

List the tools and techniques you would use to do this.

Estimated Time

To be done over a 6-week period. 10-20 hours depending on the project chosen.

Activity

This project is to be done individually outside of class time.

Identify a project that you can realistically undertake over the next 6 weeks. Ideally it will be relevant to your workplace, but if this is not suitable, talk to your trainer about options for projects you can carry out within your family, club or community.

You will need to carry out all the planning for your project, conduct the project and then review and report on your project. Use the templates given in the learner guide and workbook, or research or create templates of your own. You will also need to give a short (5-10 mins) presentation to your class after the completion of the project.

Suitable examples of a project can include:

· Researching, developing and implementing a new policy

· Purchasing a major piece of equipment

· Holding an event, such as a staff function, workshop, information stall or social event

· Implementing new computer software

· Hosting a fundraising event

· Implementing a new procedure

· Introducing a new service or product

· Running a competition

· Carrying out a marketing activity

· Carrying out an office refurbishment

Define this project, by explaining its purpose and intended outcomes. Describe how it aligns with the organisation’s objectives.

Identify the stakeholders.

Develop a project plan.

Explain what resources you will need and why. Include human resources such as staff, volunteers or external subject matter experts.

Describe who you have consulted, how they were involved and how their views were taken into account.

Create and explain the budget. Keep financial records of your project.

Create a risk management plan, identifying potential risks and how they can be overcome.

Seek authority to implement your plan. Who did you ask and why?

Implement the project, taking note of any problems or difficulties that arise.

Explain how you provided support for the members of your project team.

Monitor the project. Explain how you monitored the project and how you ensured it stayed on track and difficulties were overcome.

Finalise the project, explaining what records you kept. Include samples of these records.

Review the project. Was it successful? How did you measure success?

Explain what project management tools you used.

Involve your team members in the review, seek and document their feedback.

Describe things you would do differently next time.

Prepare and present a short (5-10 mins) report to your class.

Estimated Time

60 – 120 Minutes

Objective

To provide you with an opportunity to demonstrate your knowledge of the entire unit.

Activity

This is a major activity – you should let the learners know whether they will complete it during class or in their own time.

They must individually answer the following questions in full to show their competency of each element:

1. Define project

2. Develop project plan

3. Administer and monitor project

4. Finalise project

5. Review project.

1) Why is project scope important?

2) Why do you need to define project stakeholders?

3) Why is delegating authority important in a project?

4) Why do you need to recognise the limits of your role?

5) Why do you need to understand the purpose of this project in the context of the organisation’s objectives?

6) Why do you need to determine available resources?

7) Why do you need to keep within the project parameters?

8) Why do you need to use project management tools?

9) Why do you need to be aware of risks?

10) Why are budgets important?

11) Why do you need to take your team’s views into account?

12) Why do you need to gain approval for your project before you start?

13) Why do team members need to be clear about their roles?

14) Why do you need to support team members?

15) Why is record keeping important?

16) Why do you need to monitor project expenditure?

17) Why might project stakeholders require copies of reports?

18) Why does risk management contribute to meeting outcomes?

19) Why do you need to achieve project deliverables?

20) Why do you need to check records for accuracy?

21) Why is post-project staff transition important?

22) Why are sign-offs required?

23) Why do you need to review project outcomes and processed against the project’s scope and plan?

24) Why is involving team members in project reviews important?

25) Why is documenting lessons learned a good practice?

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

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Has sufficient evidence and information been provided by the learner to prove their competency across the entire unit?

Yes No

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The learner has been assessed as competent in the elements and performance criteria and the evidence has been presented as:

Authentic

Yes No

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Valid

Yes No

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Reliable

Yes No

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Current

Yes No

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Sufficient

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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