BSBPMG522- UNDERTAKE PROJECT WORK- 3 assessments

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assessment-task-1-marking-guide.pdf

Facilitator Guide Marking Guide

BSBPMG522 Undertake project work 1st edition version: 1

© 2015 Innovation and Business Industry Skills Council Ltd

Marking Guide

Assessment Task 1: Define project and develop plan

Candidate’s Name Phone No.

Assessor’s Name Phone No.

Assessment Site

Assessment Date/s Time/s

Outcomes

Did the candidate:

Satisfactory

Yes No

Submit:

● project initiation and scope documents: project brief; project

scope; stakeholder analysis; communication plan; roles and

responsibilities; project snapshot

● a project plan (version 1 and version 2)

● a risk management plan (a risk register and a risk assessment

for each of the four risks) (version 1 and version 2)

● a budget (version 1 and version 2)?

Participate in discussion with the Operations General Manager (the

assessor)?

Submit all materials within the required timeframe?

Performance indicators

Did the candidate:

Satisfactory

Yes No

Access project scope and other relevant documentation?

● describe project scope as including the development of

communication material for agents as determined by assessor;

exclusions as determined by assessor

● document scope, using template, for example

Facilitator Guide Marking Guide

BSBPMG522 Undertake project work 1st edition version: 1

© 2015 Innovation and Business Industry Skills Council Ltd

Did the candidate:

Satisfactory

Yes No

● describe other relevant documentation determine project and to

provide content for project deliverables:

○ Max Lionel Realty simulated business documentation,

such as strategic directions, budget, risk management,

policies, etc.

○ REIV Code of Conduct

○ Estate Agents Act 1980 (Vic)

○ Equal Opportunity Act 2010 (Vic)

○ anti-discrimination legislation

○ ethical principles

○ privacy laws.

Define project stakeholders?

● Candidate interprets scenario, organisational chart and

management responsibilities to identify all or most of the

following as potential stakeholders:

○ project team, including technical experts

○ Operations General Manager/Project Sponsor: concerned

with overall success of project and integration with

business strategic objectives, etc.

○ Chief Financial Officer: Will need to review budgets

○ Human Resources Manager: Will be concerned with

coordinating with other HR projects and programs

○ Residential Manager: Will need to be informed of agent

requirements to attend meetings, briefing sessions, etc.

○ Commercial Manager: Will need to be informed of agent

requirements to attend meetings, briefing sessions, etc.

○ Investments Manager: Will need to be informed of agent

requirements to attend meetings, briefing sessions, etc.

○ clients: See Assessment Task 1 for detailed concerns

○ agents: See Assessment Task 1 for detailed concerns

○ tenants: See Assessment Task 1 for detailed concerns.

Seek clarification from delegating authority of any issues related to the

project and project parameters?

● discuss changes in parameters with Operations General

Manager/Project Sponsor, for example:

○ reduction in budget to $10,000

○ shortened timeline for completion of project (Reduce by

10%).

Facilitator Guide Marking Guide

BSBPMG522 Undertake project work 1st edition version: 1

© 2015 Innovation and Business Industry Skills Council Ltd

Did the candidate:

Satisfactory

Yes No

Identify limits of own responsibility and reporting requirements?

● As set out in project plan—personal responsibility and timelines

for deliverables, reporting at 25%, 50%, 75% status, evaluation

reporting

Clarify the relationship of the project to other projects and to the

organisation’s objectives? For example:

● Performance management: Performance management could

incorporate elements of ethical knowledge into performance

targets.

● Recruitment and induction: Ethics could form integral part of

future inductions.

● WHS management system: management of WHS related

contingencies will need to integrate with system requirements

such as risk assessment, management, consulting, reporting

and continuous improvement.

● Risk management: Project will need to follow risk management

procedures and account for existing risk as identified in

organisational risk register.

● Financial management: project will need to adhere to budgetary

constraints and financial objectives for the business as a whole

(See business plan, operational plan, risk register for simulated

business for details).

Determine and access available resources to undertake the project?

For example:

● human resourcing (as provided by assessor – hourly cost must

be strictly accounted for)

● communication tools (provided and costed by candidates)

● catering at meetings, information briefings, etc. (provided and or

costed by candidates)

● candidates should refer to use costs specified by preferred

suppliers, otherwise candidates may identify travel costs, etc.

and estimate.

Facilitator Guide Marking Guide

BSBPMG522 Undertake project work 1st edition version: 1

© 2015 Innovation and Business Industry Skills Council Ltd

Did the candidate:

Satisfactory

Yes No

Develop a project plan including timelines, work breakdown structure,

roles and responsibilities and other details of how the project will be

managed in relation to the project parameters?

● Candidate should include design, development, implementation,

and evaluation stages.

● Candidate should include dependencies (may be presented in

Gantt format, for instance).

● Candidate should include periodic monitoring and quality

assurance.

Identify and access appropriate project management tools? For

example:

● software: Microsoft Word, Excel, Project, etc.

● Gantt, critical path method, PERT charts, etc.

● appropriate telecommunication tools, such as Skype, identified if

required.

Formulate a risk management plan for the project, including work

health and safety (WHS) considerations?

● Candidate identifies, assesses and suggests treatment of WHS

risk. Candidate should identify consulting, reporting and

continuous improvement requirements in order to work within

organisation’s WHS management system.

● Candidate identifies, assesses and plans treatment of at least

three additional risks, including financial risk. Candidate may

consider already identified risks in risk register.

Develop and approve the project budget?

● Budget accounts for all resources.

● Budget is correct and reflects level of numeracy required to

complete task.

● Resources are costed appropriately as per scenario or

realistically approximated.

Consult team members and take their views into account in planning

the project?

● Candidate uses (culturally appropriate) communication skills to

negotiate professionally with project team.

Facilitator Guide Marking Guide

BSBPMG522 Undertake project work 1st edition version: 1

© 2015 Innovation and Business Industry Skills Council Ltd

Did the candidate:

Satisfactory

Yes No

Finalise their project plan and gain any necessary approvals to

commence project according to documented plan?

● Candidate follows scenario to identify lines of authority for

project.

Comments/feedback to participant

Outcome: Successful Unsuccessful

Assessor name:

Assessor signature: