Assessment Task 1
● The structure of the work should include roles for project sponsor, technical experts, quality assurance of deliverables, project manager (yourself initially and, after provisional approval, as negotiated with your team), and roles and responsibilities for each team member to achieve the deliverables according to standards, etc.
● All reasonable resources (e.g. access to a room, computers, software and templates) will be provided. Paper and telecommunications costs, for example, to be covered by candidates. All resources must be costed and included in your budget.
● Budget: $15,000.
● Your Operations General Manager (the assessor) will suggest project deliverables, for example, presentations, information sessions, posters, promotional materials, etc. You may determine your own specific deliverables so long as they are agreed to with stakeholders, meet project objectives, and adhere to budgetary constraints.
● Project timeframe to be determined by Operations General Manager (the assessor as project sponsor).
● Project should include design, development, implementation and evaluation stages (with periodic quality review).
● Project status reports are due at 25%, 50% and 75% of allotted timeframe.
● Project must be coordinated with other organisational projects, operations, etc.
Assessment Task 2
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 2.
3. Determine monitoring and record-keeping system requirements from scenario for project as planned.
4. Determine personal need for support.
5. Meet with the team to:
a. clarify roles and responsibilities and ensure written record of agreement, e.g. obtain signatures on roles and responsibilities template provided
b. determine need for support and inform team members of your support needs
c. discuss monitoring and record-keeping systems as required by the organisation
d. discuss risk processes for identifying risks and risk management approaches.
Note:
Minutes of these meetings should be attached to your project status reports. You may need to meet on several occasions. Meetings may be observed by your assessor. Follow your communication plan or agree to a time and date.
6. Plan to support a team member. Arrange suitable time with team member and assessor (to observe). You may, for example, provide assistance with deliverables, coach, train, etc.
Note:
Ensure you adhere to budgetary constraints and timelines. All resources and time spent on the project will count towards expenditure.
7. Meet with team member to provide support.
8. Complete the following personal roles and responsibilities:
a. implement monitoring and record-keeping, using or adapting the template provided
b. develop project deliverables
c. ensure quality assurance on draft deliverables as required by your project plan.
9. Undertake risk management as per your project plan. Provide risk management reports (may include change requests and/or issues logs). Use or adapt the templates provided.
Note:
Your Operations General Manager (the assessor) will inform your project team of contingencies that you will need to manage. Coordinate actions with your project team members. Each team member will have at least one contingency to manage.
10. Submit documentation as per specifications below.
Specifications
You must:
● participate in project meeting/s
● provide appropriate support to one team member
● submit:
○ a written record of agreement with roles and responsibilities
○ three status reports as per record-keeping requirements
○ risk management reports: change requests and/or issues logs
○ draft project deliverables for quality assurance
○ final project deliverables.
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 monitor and maintain implementation schedules
● numeracy skills to analyse data and compare timelines and implementation
● 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 chains of authority and communication within the organisation
● knowledge of how the project relates to the organisation’s overall mission, goals, objectives and operations.
Appendix – Scenario
Max Lionel Realty
It is now time to implement the project you initiated, planned for and negotiated in Assessment Task 1.
Work with your team to achieve agreed deliverables on time, to budget, and up to the required standard. Manage contingencies and renegotiate project with stakeholders as required.
As per organisational project management record keeping system requirements, your Operations General Manager requires regular status reports to record:
● financial management and budget control
● project milestones, for example:
○ quality review completion
○ outcomes and deliverables.
Submit three status reports over course of project: at 25%, 50%, 75% of timeframe.
Assessment task 3
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.
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.