BSBPMG522- UNDERTAKE PROJECT WORK- 3 assessments

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Assessment Task 3 BSBPMG522 Undertake project work

© 2015 Innovation and Business Industry Skills Council 1st edition version: 1

Page 1 of 4

Finalise and review project

Submission details

Candidate’s Name Phone No.

Assessor’s Name Phone No.

Assessment Site

Assessment Date/s Time/s

The assessment task is due on the date specified by your assessor. Any variations to this

arrangement must be approved in writing by your assessor. Submit this document with

any required evidence attached. See specifications below for details.

Performance objective

Candidates will demonstrate knowledge and skills required to finalise and review

projects.

Assessment description

Following on from Assessment Tasks 1 and 2 and using the workplace scenario

information provided, you will, drawing on consultation with your project team, complete

financial record keeping, reassign staff to roles, complete project documentation for

sign-off and review project outcomes against project scope and plan. You will then

produce a report on the project for stakeholders.

Procedure

1. Review the simulated business documentation, including policies and procedures,

in the document ‘Max Lionel Realty.docx’. Review templates contained in the

document ‘Project planning templates.docx’ for possible use or adaptation in

completing project requirements.

2. Review the scenario information provided in Appendix 3.

3. In consultation with your project team, complete financial record-keeping for the

project:

a. compare budgeted spend with actual

b. produce a budget variation report.

Note: You may use or adapt the template provided. Meetings may be observed by

your assessor. Follow your communication plan or agree to a time and date.

Assessment Task 3 BSBPMG522 Undertake project work

© 2015 Innovation and Business Industry Skills Council 1st edition version: 1

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4. In consultation with your project team and management, assign project team

members to roles. Obtain agreement on new roles and responsibilities. You may

use or adapt the template provided (under initiation and scope) to record

agreement on new role descriptions.

Note: Meetings may be observed by your assessor. Follow your communication plan

or agree to a time and date.

5. Produce a handover report for the Project Sponsor (the assessor) for sign-off. You

may use or adapt the template provided.

6. In consultation with your project team:

a. review the project’s outcomes against objectives, including budgetary

performance

b. review team processes

c. review the project management tools used, evaluate their contribution to the

project and discuss possible alternatives

d. discuss lessons learned from implementation of the project.

Note: You may use or adapt the post-project review meeting agenda template

provided. Meetings may be observed by your assessor. Follow your

communication plan or agree to a time and date.

7. Produce a post-project review report for all stakeholders, including the Board of

Directors, containing:

a. a review of project outcomes against objectives, including budgetary

performance

b. a review of team processes

c. a review of the project management tools used, an evaluation of their

contribution to the project and any recommendations for alternative tools for

use in the future

d. a discussion of lessons learned from implementation of the project

e. recommendations for the implementation of future projects based on the

lessons learned, ensuring your report takes account of specific organisational

requirements, e.g. legislative requirements and strategic plans.

Note: You may use or adapt the post-project review report template provided.

8. Submit documentation as per specifications below.

Specifications

You must:

● participate in project meeting/s

● submit:

○ budget variation report for sign-off

○ signed role descriptions for sign-off

Assessment Task 3 BSBPMG522 Undertake project work

© 2015 Innovation and Business Industry Skills Council 1st edition version: 1

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○ handover report

○ post-project project review report.

Your assessor will be looking for:

● communication and negotiation skills to work with team members and other

stakeholders to maintain project schedules

● literacy skills to read, write and review a range of documentation

● planning and organising skills to develop, monitor and maintain implementation

schedules

● numeracy skills to analyse data and to compare timelines and promotional costs

against budgets

● culturally appropriate communication skills to relate to people from diverse

backgrounds and people with diverse abilities

● knowledge of relevant legislation from all levels of government that may affect

aspects of business operations, such as:

○ anti-discrimination legislation

○ ethical principles

○ codes of practice

○ privacy laws

○ environmental issues

○ WHS

● knowledge of organisational structure, and lines of authority and communication

within the organisation

● knowledge of how the project relates to organisation’s overall mission, goals,

objectives and operations.

Adjustment for distance-based learners

● No variation of the task is required.

● A follow-up interview may be required (at the discretion of the assessor).

● Documentation can be submitted electronically or posted in the mail

● Meetings may be conducted and observed live or via an appropriate

teleconferencing tool.

Assessment Task 3 BSBPMG522 Undertake project work

© 2015 Innovation and Business Industry Skills Council 1st edition version: 1

Page 4 of 4

Appendix – Scenario

Max Lionel Realty

It is now time to review and finalise the project.

Work with your project team to review the outcomes, team processes and lessons learned

from implementation.

Review the project’s budgetary performance and produce a budget variation report for the

Chief Financial Officer.

Your Operations General Manager requires you to submit an implementation report for

the Board of Directors that includes recommendations for the improvement of

implementation for future projects.