Australian Techno Management College Pty Limited 8/8-10 Hunter Street (Entrance via O’Connell Street), Parramatta NSW 2150 ABN 33 609 216 757 RTO Code: 45335 CRICOS Code: 03672B Email:
[email protected] | Web: www.atmccollege.com BSBPMG522 Assessment Tool Page 1 of 35 Version 5: November 2018 Unit Assessment Summary Record Sheet ASSESSOR ONLY TO COMPLETE Student Name: Unit of Competency: BSBPMG522 Undertake Project Work Assessor: Assessment 1 Date Marked: Assessment 2 Date Marked : Assessment Results Assessment 1 Knowledge Questions Satisfactory Not Yet Satisfactory Assessment 2 Satisfactory Not Yet Satisfactory Unit Final Assessment Outcome: Competent Not Yet Competent ASSESSMENT : Assessor Feedback to student: Assessor to explain the reasoning behind the final Assessment 1 outcome Assessor Declaration I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have observed the student demonstrate unit outcomes through consistent and repeated application of skills and knowledge over a period of time and provided feedback. Signature: Date: BSBPMG522 Assessment Tool Page 2 of 35 Version 5: November 2018 STUDENT COMMENTS: STUDENT ONLY TO COMPLETE Student Name: Unit of Competency: BSBPMG522 Undertake Project Work Assessor: Assessment Date: Student Comments: Student Declaration I declare that I have been assessed in this unit, and I have been advised of my result. I also aware of my appeal rights. Signature: Date: BSBPMG522 Assessment Tool Page 3 of 35 Version 5: November 2018 Assessment 1 Cover Sheet Student to Complete Unit of Competency: BSBPMG522 Undertake Project Work Course Student Name Student ID Number Student Email Student Phone Date of Submission: Student Declaration: I declare that: No part of this assessment has been copied from another person’s work, except where document or work is listed/ referenced. No part of this assessment has been written for me by another person. Signed: Date: Assessor Signature: Date Assessor Name: BSBPMG522 Assessment Tool Page 4 of 35 Version 5: November 2018 Performance Evidence: Evidence of the ability Assessment tasks Assessment 1 Assessment 2 1. Evidence of the ability to: 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 Q.1,2,3,4,5 & 11b Part A(Q.1,2,4,5) 2. 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 Q.6,7,8&9 Part B(Q.1,2) Part C(Q,1,3,6,7,8) 3.Consult and communicate with relevant stakeholders to generate input and engagement in planning, implementing and reviewing the project Q.3 Part A(Q.3) Part B(Q.3) Part C (Q.4,6) Part D (Q.5) 4. Provide support to team members to enable them to achieve deliverables and to transition them as appropriate at completion of the project Q.4 Part A(Q.3,6) Part C (Q.2,5,9) Part D(Q.1,3,4) 5. Finalise the project including documentation, signoffs and reporting Q.5 Part B(Q.4) 6. Review and document the project outcomes. Part D (Q.5,6) Note: If a specific volume or frequency is not stated, then evidence must be provided at least once. Knowledge Evidence: Evidence Assessment Tasks 1. Give examples of project management tools and how they contribute to a project Q.6 Part B (Q.1,2) 2. outline types of documents and other sources of information commonly used in defining the parameters of a project Q.1,2,7&8 Part A(Q.6) 3. explain processes for identifying and managing risk in a project Q.7&8 Part B (Q.2) Part C (Q.4, 8) 4. Outline the organisation's mission, goals, objectives and operations and how the project relates to them 5. Explain the organisation's procedures and processes that Q.5,7&9 Part C (Q.1,3) BSBPMG522 Assessment Tool Page 5 of 35 Version 5: November 2018 are relevant to managing a project including: - lines of authority and approvals - quality assurance - human resources - budgets and finance - recordkeeping - reporting Part D (Q.1) 6. Outline the legislative and regulatory context of the organisation in relation to project work, including work health and safety (WHS) requirements. Q.7&8 Part A(Q.7) Foundation skills required for competent performance: Skills Performance Criteria Assessment -1 Assessment -2 Reading 1.1, 3.4, 3.5, 4.1, 4.3, 5.1 Q.1 Part C, D Writing 2.1, 2.3, 2.6, 3.3, 3.5, 4.1, 4.3, 5.3 Q.7 Part B,C,D Numeracy 1.6, 2.4, 3.4, 4.1 Q.5, 9 Part B, C, D Oral communic ation 2.5, 5.2 Part B, D Navigate the world of work 1.3, 1.4, 2.3, 3.1, 4.3 11, 3, 7 Part A, B Interact with others 2.5, 3.1, 3.2, 4.2, 5.2 Part B,C, D Get the work done 1.2, 1.5, 1.6, 2.1, 2.2, 2.3, 2.6, 3.1- 3.7, 4.1, 4.2, 4.3, 5.1, 5.3 Q.2, 3, 6,7, 8, 11 Part A,B,C,D Mapping: ELEMENT PERFORMANCE CRITERIA Assessment1 Assignment 2 1. Define project 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 Q.1 Q.3,11a Q.3 Q.2,5 Part A (Q.1,2) Part A (Q.3) Part A (Q.5) Part A(Q.6) Part A (Q.7) Part A (Q.4) 2. Develop 2.1 Develop project plan in line with the project Part B (Q.2) BSBPMG522 Assessment Tool Page 6 of 35 Version 5: November 2018 project plan 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 Q.6 Q.7,8 Q.9 Q.11b Part B(Q.1,2) Part B(Q.2) Part B(Q.2) Part B (Q.3) Part B (Q.4) 3. Administe r 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 recordkeeping systems throughout the project 3.4 Implement and monitor plans for managing project finances, resources and quality 3.5 Complete and forward project report as required to stakeholders 3.6 Undertake risk management as required to ensure project outcomes are met 3.7 Achieve project deliverables Q.7,8 Part C (Q.1,5,7) Part C (Q.1,2,5) Part C(Q.1,3,5) Part C(Q.6) Part C(Q.4,6) Part C (Q.8) Part C (Q.7, 9) 4. Finalise project 4.1 Complete financial recordkeeping 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 Part C (Q.6) Part D(Q.1) Part D (Q.2) Part D(Q.3,4) 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 Q.10 Q.10 Part D (Q.5,6) Part D (Q.5) Part D(Q.6) BSBPMG522 Assessment Tool Page 7 of 35 Version 5: November 2018 Assessment Conditions: Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the management and leadership – project management field of work and include access to: Assignment 1 Assignment 2 1. Relevant legislation, regulations, standards and codes X X 2. Relevant workplace documentation and resources X X 3. Case studies where possible, real situations X X 4. Interaction with others. X X BSBPMG522 Assessment Tool Page 8 of 35 Version 5: November 2018 Assessment 1: Knowledge Questions: Participant Name: Date: Trainer/Assessor Name: Unit Code and Name: Assessment instructions: Assessment system of Australian Techno Management College ensures that assessment: Is conducted in accordance with the Rules of Evidence, the Principles of Assessment and conducted in line with the requirements of the Training Package. Requires the student to demonstrate all of the skills and knowledge outlined in the components of the relevant unit of competency or module. Requires the student to demonstrate the ability to perform tasks in a variety of situations, adapt to different contexts and environments and perform tasks to an appropriate level expected by a workplace. Considers the student’s dimensions of competency when making all assessment decisions. Dimensions of Competency refer to the types of skills a person must have to perform effectively in a broad capacity. The dimensions of competency ensure the person being assessed has the skills to perform competently in variety of different circumstances. To ensure no students are disadvantaged, where required assessors will make Reasonable Adjustments to assessment tasks or processes to accommodate individual needs and record these adjustments. Principles of Assessment means assessment decisions are based on the principles of fairness, flexibility, validity and reliability, which definitions of each of these as outlined below: Fairness - The individual learner’s needs are considered in the assessment process, where appropriate, reasonable adjustments are applied by the RTO to take into account the individual learner’s needs. The Australian Techno Management College informs the learner about the assessment process, and provides the learner with the opportunity to challenge the result of the assessment and be reassessed if necessary. Flexibility - Assessment is flexible to the individual learner by reflecting the learner’s needs, assessing competencies held by the learner no matter how or where they have been acquired and drawing from a range of assessment methods and using those that are appropriate to the context, the unit of competency and associated assessment requirements, and the individual. Validity - Any assessment decision of the RTO is justified, based on the evidence of performance of the individual learner. Validity requires assessment against the unit(s) of competency and the associated assessment requirements covers the broad range of skills and knowledge that are essential to competent performance. It also requires assessment of knowledge and skills is integrated with their practical application and the assessment tasks to be based on evidence that demonstrates that a learner could demonstrate these skills and knowledge in other similar situations. Additionally it requires judgement of competence is based on evidence of learner performance that is aligned to the unit/s of competency and associated assessment requirements. Reliability - Evidence presented for assessment is consistently interpreted and assessment results are comparable irrespective of the assessor conducting the assessment. BSBPMG522 Assessment Tool Page 9 of 35 Version 5: November 2018 Rules of Evidence means that the evidence on which an assessment decision is based is valid, sufficient, authentic and current, with definitions for each as outlined below: Validity - The assessor is assured that the learner has the skills, knowledge and attributes as described in the module or unit of competency and associated assessment requirements. Sufficiency - The assessor is assured that the quality, quantity and relevance of the assessment evidence enable a judgment to be made of a learner’s competency. Authenticity - The assessor is assured that the evidence presented for assessment is the learner’s own work. Currency - The assessor is assured that the assessment evidence demonstrates current competency. This requires the assessment evidence to be from the present or the very recent past. Reasonable adjustment means a modification made to the learning environment, training or assessment methods used to enable students with a disability to access and participate in training on the same basis as those without a disability. The adjustment must be ‘reasonable’ in that it must not impose unjustifiable hardship on the person or Australian Techno Management College. Student plagiarism, cheating and collusion - Students are expected to complete all assessments ethically: without plagiarism, collusion or cheating. Any students suspected of unethical behavior will be managed through the disciplinary procedures which may require the student to attend disciplinary meetings, submit their assessment again, or for repeated acts may be asked to withdraw from the course. Submission, feedback and re-assessment - Students must submit each task with a completed and signed Assessment Task Cover Sheet within timeliness specified by you assessor. Written and theoretical tasks will be assessed within 2 weeks of submission. Each task will be marked as Satisfactory or Not Satisfactory. A unit or module will be marked as Competent once all tasks for the unit or module have been marked as Satisfactory. Where a task is marked as Not Satisfactory, the student will be provided with feedback and be given the opportunity to resubmit/re-attempt the task. Students will receive detailed feedback for each task either in written or verbal form from their assessor. You are required to undertake all questions and obtain satisfactory result for each question to obtain a competent result for Assessment 1. If the students notify Australian Techno Management College that they can-not undertake a written assessment for extenuating circumstances, these questions can be undertaken as an oral assessment. Students obtaining not yet competent for Assessment 1 will be required to redo the assessment. Students have the right to make an appeal against an assessment decision. What happens if your result is “Not Satisfactory’ for one or more assessments tasks? Our assessment process is designed to answer the question “has the desired learning outcome been achieved yet?” If the answer is “Not Yet”, then we work with you to see how we can get there. In this case that one or more of your assessments has been marked “Not Yet Satisfactory”, your trainer will provide you with the necessary feedback and guidance, in order for you to resubmit responses. What if you disagree on the assessment outcome? BSBPMG522 Assessment Tool Page 10 of 35 Version 5: November 2018 You can appeal against a decision made in regards your assessment. An appeal should only be made if you have been assessed as “Not Yet Competent” against specific unit and you feel you have sufficient grounds to believe that you are entitled to be assessed as competent. You must be able to adequately demonstrate that you have the skills and experience to be able to meet the requirements of the units you are appealing the assessments of. Your trainer will outline the appeal process, which is available to the students. You can request a form to make an appeal and submit it to your trainer, the training manager or the support service officer. The RTO will examine the appeal and you will be advised of the outcome within 14 days. Any additional information you wish to provide may be attached to the appeal form. BSBPMG522 Assessment Tool Page 11 of 35 Version 5: November 2018 Assignment 1: Knowledge Question Q.1 List two organisational documents or resources that can help define project parameters. (125 words).( (P.C.1.1,1.6, P.E.1, K.E.2) Q.2 Choose one document or resource from those listed in Question 1 and explain how it helps define project parameters (125 words).(P.C. 1.6 ,P.E. 1, K.E.2) Q.3 Outline two questions or considerations for a person managing part of a project when identifying the extent of their responsibility. (125 words)(P.C.1.2, 1.4, P.E.1) Q.4 Provide two examples that illustrate why it’s important for a project manager executing a project to take into account organisational objectives and the relationship of the project to other projects. (125 words)( P.E.1, P.E.4, 5) Q.5 Identify two factors a project manager should take into account when allocating human resources to a project. (125 words) (P.C.1.6, P.E.1, K.E.5) Q.6 Provide two examples of project management tools, explaining how each can contribute to project management. (125 words) (P.C. 2.2, P.E.2, K.E.1) Q.7 You are managing a project to train staff members in a specialist, high-risk work role. Training must be delivered within a given time frame, in your workplace by a technically qualified and experienced trainer. (125 words) Using the five-step risk management process, identify two risks to the project and suggest how these risks could be controlled. (125 words)(P.C.2.3, 3.6, P.E.2, K.E. 3, 5, 6) Q.8 Where WHS risks exist in a project, provide two suggestions for how such risks can be identified and/or managed. (125 words) (P.C.2.3, 3.6, P.E.2, K.E. 3, 6) Q.9 Explain how people can prepare and develop budgeting estimation for any project. Explain your response by giving an example (125 words)(P.C. 2.4, P.E.2, K.E.5) 10. Explain the key benefits of project review and lesson learnt to project manager and project team members (125 words). (P.C.5.1, 5.3). 11. Scenario: Stephanie is the Project Manager for the “On the Move” team. She has a half-formed idea for the direction of the project, and she knows that the editor has some ideas as well. She wants the opinion of other team members and wants to get the concept fully developed. Answer the following questions based on the given scenario: a. Identify at least two internal stakeholders in the Stephanie Project. (P.C.1.2) b. Identify two ways she can take opinion or ideas about her project. (P.C.2.5, P.E.1, 3) BSBPMG522 Assessment Tool Page 12 of 35 Version 5: November 2018 MARKING SHEET – Assessment 1 ASSESSOR ONLY TO COMPLETE Unit Code Unit Title Question Number Satisfactory (S ) Not Yet Satisfactory (NYS) 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. Assessment 1 Final Outcome Satisfactory( S ) : -------------- Not Yet Satisfactory(NYS): --------------------- Assessor Signature: Date: Assessor Name: BSBPMG522 Assessment Tool Page 13 of 35 Version 5: November 2018 Assessment 2 Cover Sheet Student to Complete Unit of Competency: BSBPMG522 Undertake Project Work Course BSB51918 Diploma of Leadership and Management Student Name Student Number Course Name Postal Address: Date of Submission: Student Declaration: I declare that: No part of this assessment has been copied from another person’s work, except where document or work is listed/ referenced. No part of this assessment has been written for me by another person. Signed: Date: Assessor Signature: Date Assessor Name: BSBPMG522 Assessment Tool Page 14 of 35 Version 5: November 2018 Assessment 2 Participant Name: Date: Trainer/Assessor Name: Unit Code and Name: Assessment instructions: Assessment system of Australian Techno Management College ensures that assessment: Is conducted in accordance with the Rules of Evidence, the Principles of Assessment and conducted in line with the requirements of the Training Package. Requires the student to demonstrate all of the skills and knowledge outlined in the components of the relevant unit of competency or module. Requires the student to demonstrate the ability to perform tasks in a variety of situations, adapt to different contexts and environments and perform tasks to an appropriate level expected by a workplace. Considers the student’s dimensions of competency when making all assessment decisions. Dimensions of Competency refer to the types of skills a person must have to perform effectively in a broad capacity. The dimensions of competency ensure the person being assessed has the skills to perform competently in variety of different circumstances. To ensure no students are disadvantaged, where required assessors will make Reasonable Adjustments to assessment tasks or processes to accommodate individual needs and record these adjustments. Principles of Assessment means assessment decisions are based on the principles of fairness, flexibility, validity and reliability, which definitions of each of these as outlined below: Fairness - The individual learner’s needs are considered in the assessment process, where appropriate, reasonable adjustments are applied by the RTO to take into account the individual learner’s needs. The Australian Techno Management College informs the learner about the assessment process and provides the learner with the opportunity to challenge the result of the assessment and be reassessed if necessary. Flexibility - Assessment is flexible to the individual learner by reflecting the learner’s needs, assessing competencies held by the learner no matter how or where they have been acquired and drawing from a range of assessment methods and using those that are appropriate to the context, the unit of competency and associated assessment requirements, and the individual. Validity - Any assessment decision of the RTO is justified, based on the evidence of performance of the individual learner. Validity requires assessment against the unit(s) of competency and the associated assessment requirements covers the broad range of skills and knowledge that are essential to competent performance. It also requires assessment of knowledge and skills that are integrated with their practical application and the assessment tasks, that are to be based on evidence that demonstrates that a learner could demonstrate these skills and knowledge in other similar situations. Additionally it requires judgement of competence is based on evidence of learner performance that is aligned to the unit/s of competency and associated assessment requirements. BSBPMG522 Assessment Tool Page 15 of 35 Version 5: November 2018 Reliability - Evidence presented for assessment is consistently interpreted and assessment results are comparable irrespective of the assessor conducting the assessment. Rules of Evidence means that the evidence on which an assessment decision is based is valid, sufficient, authentic and current with definitions for each as outlined below: Validity - The assessor is assured that the learner has the skills, knowledge and attributes as described in the module or unit of competency and associated assessment requirements. Sufficiency - The assessor is assured that the quality, quantity and relevance of the assessment evidence enable a judgment to be made of a learner’s competency. Authenticity - The assessor is assured that the evidence presented for assessment is the learner’s own work. Currency - The assessor is assured that the assessment evidence demonstrates current competency. This requires the assessment evidence to be from the present or the very recent past. Reasonable adjustment means a modification made to the learning environment, training or assessment methods used to enable students with a disability to access and participate in training on the same basis as those without a disability. The adjustment must be ‘reasonable’ in that it must not impose unjustifiable hardship on the person or Australian Techno Management College. Student plagiarism, cheating and collusion - Students are expected to complete all assessments ethically: without plagiarism, collusion or cheating. Any student suspected of unethical behavior will be managed through the disciplinary procedures which may require the student to attend disciplinary meetings, submit their assessment again, or for repeated acts may be asked to withdraw from the course. Submission, feedback and re-assessment - Students must submit each task with a completed and signed Assessment Task Cover Sheet within timeliness specified by you assessor. Written and theoretical tasks will be assessed within 2 weeks of submission. Each task will be marked as Satisfactory or Not Satisfactory. A unit or module will be marked as Competent once all tasks for the unit or module have been marked as Satisfactory. Where a task is marked as Not Satisfactory, the student will be provided with feedback and be given the opportunity to resubmit/re-attempt the task. Students will receive detailed feedback for each task either in written or verbal form from their assessor. You are required to undertake all the tasks given in assessment 2 and obtain satisfactory result for each individual to obtain a competent result for Assessment 2. Students obtaining not yet satisfactory for Assessment 2 will be required to redo the assessment. Students have the right to make an appeal against an assessment decision. In this case that one or more of your assessments has been marked “Not Yet Satisfactory”, your trainer will provide you with the necessary feedback and guidance, in order for you to resubmit responses. What if you disagree on the assessment outcome? You can appeal against a decision made in regards your assessment. An appeal should only be made if you have been assessed as “Not Yet Competent” against specific unit and you feel you have sufficient grounds to believe that you are entitled to be assessed as competent. You must be able to adequately BSBPMG522 Assessment Tool Page 16 of 35 Version 5: November 2018 demonstrate that you have the skills and experience to be able to meet the requirements of the units you are appealing the assessments of. Your trainer will outline the appeal process, which is available to the students. You can request a form to make an appeal and submit it to your trainer, the training manager or the support service officer. The RTO will examine the appeal and you will be advised of the outcome within 14 days. Any additional information you wish to provide may be attached to the appeal form Assessment 2: Read the simulated business information given in appendix. Consider you are working as a warehouse manager of JS Logistics. You arrived at work on Monday morning to find an e-mail from your CEO. Unfortunately he had been given notice by the landlord that the lease on the warehouse they had been renting was due to expire on February 2018 with no option for renewal. You ware directed by CEO to manage a project involving the leasing of a new building and subsequent relocation of the warehouse. The e-mail mentioned that the Project Sponsor would be your supervisor Ian, the Vice President JS Logistics. The lease of the warehouse is going to expire at the end of February 2018 and there is no change of extending the lease further. Due to business growth JS Logistics has decided to lease a new place which needs to be double size of the current one. At this situation you have to find a new location and relocate the warehouse there. The company has decided to shift from Parramatta to Campbelltown due to quick rise of lease there and considering Campbelltown as cheaper to run the warehouse operation. The JS logistics is the sponsor of this project and your CEO has nominated you as a project manager of this project. The budget for relocation of the ware house has been considered $85,000. The major tasks for this relocation are classified as satisfying legislative and compliance requirements, IT and other equipment set up, consultation with different internal , external relevant stakeholders and recruiting warehouse and admin staffs as the new warehouse will have huge work load. Part A – Define project: Complete the following question: 1. Based on the scenario given and appendix information provided by JS Logistic, write a brief description of the project (125 words). (P.C. 1.1, P.E.1) 2. Determine project scope based on the information given in the simulated business (125 words). (P.C.1.1, P.E.1) 3. Identify internal and external stakeholders. Determine how you will engage and manage stakeholders to achieve project objectives (125 words). (P.C.1.2, P.E.3, 4) 4. Determine the available resources to undertake the given project (125 words). (P.C. 1.6, P.E.1) 5. Write an email to CEO. Clarify the additional resources you require and the issues or constraints that may restrict the performance / delivery of the project (P.C.1.3, P.E.3) 6. Identify your personal responsibilities and reporting requirements (125 words). (P.C.1.4, P.E.4, K.E.2) 7. Determine relationship of project to other projects, systems, business operations, strategic aims of organisation, and external legislative requirements (125 words). (P.C.1.5, K.E.6) Part B: Project Planning: 1. Determine project management tools, such as software (e.g. Microsoft Word, MS Excel, and MS Project) and templates, etc. (P.C.2.2, P.E.2, K.E.1) BSBPMG522 Assessment Tool Page 17 of 35 Version 5: November 2018 2. Use appropriate project management tool to develop your project plan (P.C. 2.1, P.E.2, K.E.1) a. Work break down structure and time line (P.C.2.2, P.E.2, K.E. 1) b. Develop project budget and a breakdown of key cost which allows you to monitor (P.C.2.4, P.E.2) c. Risk management plan for the project or project related activities including Work Health and Safety (WHS) (P.C.2.3, P.E.2, K.E. 3) d. Project progress monitoring tools or system in place (P.C.2.1, 2.2, P.E.2, K.E. 1) 3. Email to team members regarding project planning: Communicate with the team members regarding the work break down structure and risk management plan you made to take their views into account as well. (P.C.2.5, P.E.3) 4. Now submit Part A (Define Project) and Part B (Project Planning) to your assessor, get feedback and gain approval for commencing the project. As a project manager you need to finalise project plan here and gain approval to commence the given project. Assessor needs to check your completed work (Consider you assessor as CEO at this stage). (P.C.2.6, P.E.5) Part-C: Administer and Monitor Project: 1. Identify monitoring and record keeping system requirements for the given project (125 words). (P.C.3.1, 3.2,3.3 , P.E.2, K.E.5) 2. Determine personnel need for support (125 words). (P.C. 3.2, P.E.4) 3. Write the monitoring and record keeping system the project needs (125 words).(P.C.3.3, P.E.2,K,E,5) 4. Write how will you identify risks and explain your risk management approaches (125 words).(P.C.3.5, P.E.3, K.E.3) 5. Role Play: Conduct the consultation in the simulated meeting room. Support Trainer/Support Service Staff will be available paly participant’s role as one the team member. Another staff will also play other team member’s role there. The trainer will provide the role play observation check list and relevant materials to support trainer/Support Service Staff. After completing the observation check list the support trainer/ support service staff needs to return the completed observation check list to trainer. In the role play meeting you are required to clarify roles and responsibilities of the team members. Ensure that they are clear about their responsibilities and project requirements. Determine the support the team need to work properly. Explain monitoring and record keeping system required by the organisation. Also discuss the process of identifying of risks and risk management approach. Discuss details about how every team member can complete their role and responsibilities that ultimately it will help to achieve project deliverables. As an evidence of the role play, write meeting minutes. (P.C.3.1, 3.2, 3.3, P.E.4) Please find the Role Play observation Check List for Trainer bellow. Observation Check List for the role play: Performance Indicators: Did the student? Yes No 1. Conduct the role play 2. Clarify roles and responsibilities of the team members. 3. Ensure that they are clear about their responsibilities and project requirements. 4. Determine the support that the team need to work properly. 5. Explain monitoring and record keeping system required by the organisation. 6. Discuss the process of identifying of risks and risk management approach. BSBPMG522 Assessment Tool Page 18 of 35 Version 5: November 2018 7. Discuss about safe handling of instruments in warehouse 8. Explain on how completing every individual’s role/responsibilities ultimately will help to achieve project deliverables. 9. Write meeting minutes 10. Listen other team members 11. Communicate effectively Schedule of activities and instructions regarding the role play Role play with project team in the Simulated Meeting Room – Schedule of 20 Students Team member and role play observer Support trainer/ Support service staff Another team member RTO staff Team Leader/ Project Manager Student Allocated time for each student 15 minutes Simulated Meeting Room: Total Number of Students and Total Allocated Time 20 Students X 15 minutes each = 300 Minutes = 5 hours Assessment System: - Principles of assessment - Rules of evidence To ensure assessments are conducted fairly and the evidence is valid, reliable and authenticThe Assessor is required to follow the Assessor’s marking guide where clear and sufficient guidelines for the task and observation checklist have been given. The Trainer/Assessor only needs to explain the scenario to support the trainer and needs to provide the relevant materials. The activities will be conducted in the simulated meeting room by the support trainer rather than conducting in the class. The Trainer/Assessor and other students will not be involved in the simulated meeting room. Every student needs to perform the role play separately with support trainer in the simulated meeting room. At the end of the task the support trainer needs to submit the completed observation check list to the Trainer/Assessor. The students must follow the instructions given in the student’s marking criteria regarding the role play, all the other tasks and the required format to be followed. Overall the assessment task’s requirements have been clearly explained in the student’s marking criteria and the Assessor Marking Guide of the assessment task 2. BSBPMG522 Assessment Tool Page 19 of 35 Version 5: November 2018 6. Prepare project status report (150 words).(P.C.3.4,P.E.2, ) Write an email to your CEO and attach project status report with your email. (P.C. 3.5, 4.1, P.E.3) 7. Complete personnel role and responsibilities (150 words). (Appendix template)-(P.C.3.1) i. Implement monitoring and record keeping by completing template provided in appendix. ii. Develop project deliverables (P.C.3.7, P.E.2) iii. Write how you will ensure quality assurance of deliverables as required by your project plan (P.C.3.7, P.E.2) 8. Undertake risk management plan as per your project plan. Provide risk management report (may include change request and/or issues logs). Use the template provided. Write how you will coordinate actions with your project team members. Each team member will have at least contingency to manage. (P.C.3.6, P.E.2, K.E.3) 9. Now you are required to submit part C and ensure that quality deliverables are achieved (P.C.3.7, P.E.4) Part –D: Project Finalise and Review: Based on the simulated project information that are provided in the scenario and appendix, answer the following question in part D. 1. Complete financial record keeping associate with project now, compare budget you have spent with actual and prepare a budget variance report here (P.C.4.1, P.E.4, K.E.5) 2. Based on project status report to complete on time, you might need to include new roles and might need to reassign to previous roles. Write the adjustment now you have to make to complete the project deliverables on time (150 words). (P.C. 4.2) 3. As the project has crossed the budget limit ($ 10,000 over budget), submit the budget variance report to you assessor to get approval. Consider you assessor as CEO at this stage. (P.C.4.3, P.E.4) 4. Now prepare a hand over report. Submit the handover report to your trainer for gaining approval. Here at this stage assessor will check your project hand over report. Use the template provided in appendix.(P.C.4.3, P.E.4) 5. Role play (P.C. 5.1, 5.2, P.E.3, 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. You are required to perform the role play in the simulated meeting room. The support trainer/support service staff will be available to support you as a participant. Also another staff will play the role of other team member. The trainer will provide the observation check list and other relevant materials to support trainer/support service staff and explain the details of the scenario. After completing the observation check list, the support trainer/support service staff will return the completed observation check list to trainer. As an evidence of performing role play, please write role play notes. Role play observation check list: Performance Indicators: BSBPMG522 Assessment Tool Page 20 of 35 Version 5: November 2018 Did the student? Yes No 1. Conduct the role play 2. Review the project’s outcomes against objectives, including budgetary performance 3. Review team processes 4. Review the project management tools used, evaluate their contribution to the project and discuss possible alternatives 5. Discuss lessons learned from implementation of the project 6. Communicate effectively 7. Listen others effectively 8. Demonstrate team leading skills 6. Produce a post-project review report for all stakeholders, including evaluation of integrated management activities: (P.C.5.1, 5.3, P.E.6) i. A review of project outcomes against objectives, including budgetary performance (100 words) ii. A review of team processes (100 words). iii. 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 (100 words). iv. A discussion of lessons learned from implementation of the project (100words). v. 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. Use the post-project review report template provided in appendix. BSBPMG522 Assessment Tool Page 21 of 35 Version 5: November 2018 Marking Sheet: ASSESSOR ONLY TO COMPLETE Unit Code Unit Title Assessor Name Task/Step Competent ( C ) Not Yet Competent (NYC) Question Number Competent ( C ) Not Yet Competent (NYC) Part -A Part -C 1 1. 2 2. 3 3. 4 4. 5 5. 6 6. 7 7. Part –B: 8. Q.1 9. Q.2 Part-D: Q.3 1. Q.4 2. 3. 4. 5. 6. Assessment 2 Final Outcome Satisfactory( S ) : -------------- Not Yet Satisfactory(NYS): --------------------- Assessor Signature: Date: Assessor Name: BSBPMG522 Assessment Tool Page 22 of 35 Version 5: November 2018 Student’s marking Criteria: You must have to cover the following areas given in the table: Assignment 1: Knowledge Question Did the student? Assignment 1: Knowledge Question Q.1 List two organisational documents or resources that can help define project parameters. Q.2 Choose one document or resource from those listed in Question 1 and explain how it helps define project parameters. Q.3 Outline two questions or considerations for a person managing part of a project when identifying the extent of their responsibility. Q.4 Provide two examples that illustrate why it’s important for a project manager executing a project to take into account organisational objectives and the relationship of the project to other projects. Q.5 Identify two factors a project manager should take into account when allocating human resources to a project. Q.6 Provide two examples of project management tools, explaining how each can contribute to project management. Q.7 You are managing a project to train staff members in a specialist, highrisk work role. Training must be delivered within a given time frame, in your workplace by a technically qualified and experienced trainer. Using the five-step risk management process, identify two risks to the project and suggest how these risks could be controlled. Q.8 Where WHS risks exist in a project, provide two suggestions for how such risks can be identified and/or managed. Q.9 Explain how people can prepare and develop budgeting estimation for any project. Explain your response by giving an example. -Cost needs to be broken down 10. Explain the key benefits of project review and lesson learnt to project manager and project team members. Guide: -Future improvement 11. Scenario: Stephanie is the Project Manager for the “On the Move” team. She has a half-formed idea for the direction of the project, and she knows that the Yes No BSBPMG522 Assessment Tool Page 23 of 35 Version 5: November 2018 editor has some ideas as well. She wants the opinion of other team members and wants to get the concept fully developed. Answer the following questions based on the given scenario: a. Identify at least two internal stakeholders in the Stephanie Project. -Editor , team member b. Identify two ways she can take opinion or ideas about her project. -Face to face, email Assignment 2 Performance Indicators: Did the student? Yes No Part –A 1. Based on the scenario given and appendix information provided by JS Logistic, write a brief description of the project 2. Determine project scope based on the information given in the simulated business 3. Identify internal and external stakeholders. Determine how you will engage and manage stakeholders to achieve project objectives. 4. Determine resources the available resource to undertake the given project. 5. Write an email to CEO. Clarify the additional resources you require and the issues or constraints that may restrict the performance/delivery of the project 6. Identify your personal responsibilities and reporting requirements. 7. Determine relationship of project to other projects, systems, business operations, strategic aims of organisation, and external legislative requirements. 1. Determine project management tools, such as software (e.g. Microsoft Word, MS Excel, and MS Project) and templates, etc. - Work break down structure (WBC), Project management software 2. Use appropriate project management tool to develop your project plan a. Work break down structure and time line ( b. Develop project budget and a breakdown of key cost which allows you to monitor c. Risk management plan for the project or project related activities including Work Health and Safety d. Project progress monitoring tools or system in place -GANTT Chart, Software 3. Email to team members regarding project planning: Communicate with the team members regarding the work break down structure and risk management plan you made to take their views into BSBPMG522 Assessment Tool Page 24 of 35 Version 5: November 2018 account as well. 4. Now submit Part A (Define Project) and Part B (Project Planning) to your assessor. Get feedback and gain approval for commencing the project. -As project manager you need to finalise project plan here and gain approval to commence the given project. Assessor needs to check your completed work (Consider you assessor as CEO at this stage). Part-C: Administer and Monitor Project: 1. Identify monitoring and record keeping system requirements for the given project. - Project Status report 2. Determine personnel need for support 3. Write the monitoring and record keeping system the project needs 4. Write how will you identify risks and explain your risk management approaches. -Observing progress, -TO manage risks - Regular meeting , coaching and support 5. Role Play: In the role play meeting you are required to clarify roles and responsibilities of the team members. Ensure that they are clear about their responsibilities and project requirements. Determine the support the team need to work properly. Explain monitoring and record keeping system required by the organisation. Also discuss the process of identifying risks and risk management approach. Discuss details about how every team member can complete their role and responsibilities that ultimately it will help to achieve project deliverables. As an evidence of the role play, write meeting minutes. Observation Check List for the role play: 1. Conduct the role play 2. Clarify roles and responsibilities of the team members. 3. Ensure that they are clear about their responsibilities and project requirements. 4. Determine the support the team need to work properly. 5. Explain monitoring and record keeping system required by the organisation. 6. Discuss the process of identifying of risks and risk management approach. 7.Discuss about safe handling of instruments in ware house 8. Explain on how completing every individual’s role/responsibilities BSBPMG522 Assessment Tool Page 25 of 35 Version 5: November 2018 ultimately will help to achieve project deliverables. 9. Write meeting minutes 10. Listen to other team members 11. Communicate effectively 6. Prepare project status report Write an email to your CEO and attach project status report with your email. 7. Complete personnel role and responsibilities (appendix template) i. Implement monitoring and record keeping by completing template provided in appendix. ii. Develop project deliverables iii. Write how you will ensure quality assurance of deliverables as required by your project plan 8. Undertake risk management plan as per your project plan. Provide risk management report (may include change request and /or issues logs). Use the template provided. Write will how you coordinate actions with your project team members. Each team member will have at least contingency to manage. 9. Now you are required to submit part C and ensure that quality deliverables are achieved Part –D: Project Finalise and Review: Based on the simulated project information provided in the scenario and appendix answer the following question in part D. 1. Complete financial record keeping associate with project. Compare budget you have spent with actual and prepare a budget variance report here - Your cost might exceed 2. Based on project status report to complete on time you might need to include new roles and might need to reassign to previous roles. Write the adjustment now you have to make to complete the project deliverables on time. (P.C. 4.2) 3. As the project has crossed the budget limit ($ 3,000 over budget), submit the budget variance report to your assessor to get approval. Consider you assessor as CEO at this stage. 4. Now prepare a hand over report. Submit the handover report to your trainer for gaining approval. Here at this stage assessor will check your project hand over report. Use the template provided in appendix. 5. Role play 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. BSBPMG522 Assessment Tool Page 26 of 35 Version 5: November 2018 As an evidence of performing role play, please write role play note. Role play observation check list: 1.Conduct the role play 2.Review team process 3.Review the project’s outcomes against objectives, including budgetary performance 4.Review the project management tools used, evaluate their contribution to the project and discuss possible alternatives 5.Discuss lessons learned from implementation of the project 6.Communicate effectively 7.Listen others effectively 6. Produce a post-project review report for all stakeholders, including evaluation of integrated management activities: (P.C.5.1, 5.3, P.E.6) i. A review of project outcomes against objectives, including budgetary performance ii. A review of team processes iii. 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 iv. A discussion of lessons learned from implementation of the project v. 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. Use the post-project review report template provided in appendix. - In this stage we need to review whether we have achieved project deliverables. Finally the team members and project managers learn lessons for future improvements. BSBPMG522 Assessment Tool Page 27 of 35 Version 5: November 2018 Candidate Feedback Form Candidate’s Name: Unit: Assessor’s Name: Assessment Date: Please provide us some feedback on your assessment process. Information provided on this form is used for evaluation of our assessment systems and processes. This information is confidential and is not released to any external parties without your written consent. Please tick Yes or No for the questions below: Yes No Did you receive information about the assessment prior to the date? Were the instructions to the assessment clear and easy to understand? Did you understand the purpose of the assessment? Were you advised of the performance criteria? Were you advised of the process of the assessment? Were there any surprises in your assessment? Did you feel the assessment was fair? Was your assessor professional? Did you feel the assessment was accurate? Were you comfortable with the outcome? Did you receive feedback about your assessment? If you answered no to any of the above questions are you aware of the appeals process? Comments: References: https://training.gov.au Neil Pearson, 5th Edition, 2013, Project Management in Practice Clark A. Campbell , By (author) Mick Campbell, 05 Feb 2013, Second Revised Eddition, The New One-page Project Manager : Communicate and Manage Any Project with a Single Sheet of Paper BSBPMG522 Assessment Tool Page 28 of 35 Version 5: November 2018 Appendix Being a freight forwarding/logistics business in Sydney Australia, gives me great pride. With over 25 years in the industry I have managed all types of products to and from every part of the world. JC Logistics takes exceptional care of all its customers from the beginning of the shipment move to the final destination. The company provides vast services to move your precious merchandise to and from anywhere in the world. What mode of transportation do you prefer? Sea, Air or Truck? To get started, all I need is basic information about you, so JC Logistics can get your product moving! If you want to experience a one stop shopping for all your personalized shipping needs, I guarantee you will simply enjoy how JC Logistics caters to your every need. We handle each circumstance ethically, honestly and with integrity. Part A: Concept/Initiation Phase: Part – A: Case Study You are a warehouse manager of JS Logistics. You arrived at work on Monday morning to find an e-mail from your CEO. Unfortunately he had been given notice by the landlord that the lease on the warehouse they had been renting was due to expire on February 2018 with no option for renewal. You ware directed by CEO to manage a project involving the leasing of a new building and subsequent relocation of the warehouse. The e-mail mentioned that the Project Sponsor would be your supervisor Ian, the Vice President JS Logistics. Due to business growth JS Logistic has decided to lease a new place which needs to be double size of the current one. At this situation you have to find a new location and relocate the warehouse there. The company has decided to shift from Parramatta to Campbelltown due to quick rise of lease there and considering Campbelltown as cheaper to run the warehouse operation. The JS logistic is the sponsor of this project and your CEO has nominated you as a project manager of this project. The budget for relocation of the ware house has been considered $85,000. The major tasks for this relocation are classified as satisfying legislative and compliance requirements, IT and other equipment set up, consultation with different internal , external relevant stakeholders and recruiting warehouse and admin staffs as the new ware house will have huge work load. Part B: Planning Phase Part-B: Case Study Your project received approval to progress to the project planning phase. Your initiation/concept document was applauded by your Project Sponsor. Now you are required to create a project plan. Since the creation of your initial document, however there have been a number of issued raised by stakeholders. BSBPMG522 Assessment Tool Page 29 of 35 Version 5: November 2018 You determined that there may be few risks that have emerged since initiation document was completed. You decided to get the project team together to brainstorm other potential risks to be sure that you had captured them all. Part C: Execution, Monitoring and Control Part C: Case Study Your project is now underway. Due to the effort you have put in to the initiation/concept and planning phases of the project, it has been going reasonably smoothly. You have found that there have been a few issues that you have had to deal with however. You have developed your ideas to overcome all the issues and make the project successful Part D: Finalisation/Closure and Review Phase Your project has now come to an end. It is a time of mixed feelings for both you and your team. On one hand you are very happy with the result. The new warehouse is a great facility and staff and management have praised you for your excellent work. On the other hand you feel sad that her project is over. You love the people have been working with outside of warehousing. You feel that your job as Warehouse Manager is repetitive and you love the challenge of projects. You know that other project team members feel the same way. You feel as though your team have not been on a great journey. You know there are things they could have done better. You wonder if you should get the team together one last time but you are not sure what to say to them. Templates – JS Logistic: Project Review Report Structure: Post project review report structure: Introduction List of milestones reached List of deliverables achieved An evaluation of scope management activities List of issues resolved An evaluation of integrated management activities An evaluation of time management activities An evaluation of risk management activities An evaluation of cost management activities Lesson learnt Conclusion Project scope document: This template is a tool that can be used with key stakeholders to clearly define the logical boundaries of the project. Ensure that you note any requirements that are out of scope to achieve absolute clarity about what is and is not covered by this project, and to avoid the potential for problems later on. BSBPMG522 Assessment Tool Page 30 of 35 Version 5: November 2018 In Scope Out of scope (exclusions) Assumptions Constraints Project Title: Project Client: Date: Version: Project Sponsor: Project Manager: File Name: Page x of y Stakeholder analysis Use this template to identify areas, groups or individuals who may participate in, or are affected by, the project. Include everyone who has a vested interest. A useful question to ask is: ‘What will make this project a success for you? Name Work area Stakeholder type (client, end-user) Impact on/by project, requirements, success criteria Project Title: Project Client: Date: Version: Project Sponsor: Project Manager: BSBPMG522 Assessment Tool Page 31 of 35 Version 5: November 2018 Roles and responsibilities It is important to identify who the major players are on the project. List the major project roles, responsibilities and the actual people involved. Add in any additional roles as required. Role Name/s Responsibilities Signature/s (if required) Project Title: Date: Version: Project Sponsor: Project Manager: Project risk assessment From project proposal update if required. Include a more detailed risk management plan in the appendices. Risk Level (high/medium/low) Management strategy Budget variation report The project budget is a prediction of the costs associated with a particular project. These costs include labour, materials and other resources required to complete the project. Project name: Income Budget Actual % Variation BSBPMG522 Assessment Tool Page 32 of 35 Version 5: November 2018 Total income Expense Budget Actual % Variation Subtotal TOTAL Project Title: Date: Version: Project Sponsor: Project Manager: Handover report This template summarises the project as delivered and any agreed changes to baseline scope, quality, costs and schedule. Handover report Initial overall objectives Agreed changes to objectives Final agreed deliverables Item Budgeted cost Final cost Schedule date Final date Total Issues summary Item Strategy Date logged Date resolved BSBPMG522 Assessment Tool Page 33 of 35 Version 5: November 2018 Documents attached No. Title ____________________ Project Manager _____________________ Project Sponsor _____________________ Project Client Project Title: Date: Version: Project Sponsor: Project Manager: Project snapshot The project snapshot summarises the purpose, deliverables, stakeholders, resources, risks, interdependencies and success criteria of the project. Project snapshot Name of project: Project purpose: What are the goals/objectives of this project? Why are we undertaking it? What is the problem/opportunity? Deliverables with timeframes What, when, etc. Stakeholders Who is the sponsor, project manager, customers, and other key groups who can impact, or be impacted by, this project. Resources Cash flow, people, equipment, facilities, software, etc. Risks Resource limitations, deadlines, budget, technology, legal and other constraints, etc. Interdependencies With other projects, groups, system interfaces, etc. Success criteria How we know we are successful. Project Title: Project Client: Date: Version: Project Sponsor: Project Manager: BSBPMG522 Assessment Tool Page 34 of 35 Version 5: November 2018 Issues log In this template all issues are treated as risks. They should be recorded when they arise, assigned a number and responsibility, a recovery strategy or alternate path agreed, acted upon and recorded when closed. Item Strategy Date logged Date resolved Signed: Project Manager Signed: Sponsor Signed: Client Signed: Date: Date: Date: Date: Project Title: Project Client: Date: Version: Project Sponsor: Project Manager: Status update report This is one example of a status report. The preferred format should be negotiated with the project sponsor. Attach minutes of project meetings. Status report – Project Item Work completed to-date Mileston e date Revised/ actual date Budgeted cost Revised/ actual cost Responsible Project Title: Date: Version: Project Sponsor: Project Manager: Post project review template: BSBPMG522 Assessment Tool Page 35 of 35 Version 5: November 2018 Introduction: A review of project outcomes against objectives, including budgetary performance - A review of team processes - 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 - A discussion of lessons learned from implementation of the project - Recommendations for the implementation of future projects based on the lessons learned-