Australis
Assessment Submission Sheet
Course Title Course Code
Unit Title Undertake Project Work Unit Code BSBPMG522
Version 1.0 Created on February 2016
Please read and sign this assessment coversheet and submit it together with your assessment to your Assessor by the due date.
Student Name
Assessor
Declaration Student ID
Date Due
I affirm that all work submitted in this assessment is my own work and does not involve plagiarism or teamwork other than that authorised for any particular assessment activity. I have been explained and understood the serious consequences in case this work is found plagiarised.
Student Signature: Date Signed:
Assessor Use Only
First Submission Date Re-submission Date Re-assessment Date
—-1—-11 Cls as DNYS
Feedback: Trainer/Assessors Comments:
I hereby confirm that I have been given feedback from the Assessor and I agree with the assessment outcome.
Student
Signature Assessor
Signature Date -—/—/
Student Feedback on Assessment: Please provide your comments about this assessment forfuture improvement.
Assessment Receipt
Student Name Student ID
Course Code & Title Extension Granted
Unit Code & Title Date Received
First Submission Re-submission Re-assessment Received by
BSBPMG522 Version 1.0 Created on February 2016 Page 2
Teeh_nalcwy t:
Assessment Information
This assessment tool is designed to gather evidence on your knowledge as well as abilities to plan and implement a project, then monitoring to achieve objectives and finally to review project completion and to identify learning to be used in future projects. It applies to managers who are not specialist project managers but have responsibility to completion of a project with team members.
Also, it collects evidence on key foundation skills outlined in unit of competency details. Your Trainer/Assessor will go through the unit of competency at the very beginning of this unit explaining each element, performance criteria, foundation skill, performance evidence, and knowledge evidence that you will be assessed on via this assessment tool. You can find more information at: https:/[training.gov.au/Training/Details/BSBPMG522.
This assessment has two parts:
Assessment Activity 1 — Knowledge Questions
There are four questions that will give you the opportunity to show your general knowledge of tools, documents, processes, and legislative context in relation to undertaking a project work.
This assessment is completed in your own time and with a submission date provided by your assessor. You may use support material in the development of your answers, but you must indicate the source. In addition, you must not cut and paste answers from any source but instead put it in your own words, unless it is a direct quote.
Assessment Activity 2 — Business Simulation: Develop, Implement and Review a Project
You will review the business case provided to you and then plan and implement a PD project that will be used by the case study organisation; Coffee House in the ongoing professional development of their interns.
Submission requirements for each task is clearly outlined under each task to give you guidance.
Your Trainer/Assessor will provide and explain you the following sources of information prior undertaking this assessment:
Business Case
Project Charter template
Stakeholder Register and Communications Plan template
Project Plan template
Risk Management Plan template
Budget Plan template
Project Completion Report template
Lessons Learnt template.
In order to be deemed competent in this unit you must obtain satisfactory outcome in each part of this assessment. You must abide with the rules outlined in the following section -Portfolio Requirements- when submitting your portfolio to your Trainer/Assessor.
Remember! Your Trainer/Assessor is your best source of help. If you have any special needs, make sure you check with your Trainer/Assessor in advance of undertaking this assessment.

BSBPMG522 Version 1.0 Created on February 2016 Page 3
Australis

Of Technology an
Academic, Innovative, Tenacious & Empowerment
BSBPMG522
Undertake Project Work
Version 1.0
February 2016

Level 2, 25 George Street, Parramatta, NSW 2150
Phone: +61 2 9633 1222 Fax: +61 2 9633 1888
Email: info@australisinstitute.nsw.edu.au Web: www.australisinstitute.nsw.edu.au
ABN 17 120 701911 | RTO ID 91630 | CRICOS ID 03173K
Table of Contents
PRE-ASSESSMENT CHECKLIST ASSESSMENT SUBMISSION SHEET
ASSESSMENT INFORMATION
PORTFOLIO REQUIREMENTS
ASSESSMENT ACTIVITY 1- KNOWLEDGE QUESTIONS
INSTRUCTIONS
Question 1.
Question 2
Question 3
Question 4
ASSESSMENT ACTIVITY 2: DEVELOP, IMPLEMENT AND REVIEW A PD PROJECT.............. ....... ..
TASK 1: DEFINE PROJECT
Assessment Conditions
1.1 Access business case and summarise the key aspects of the project using the blank project
1.2 Seek clarification with project scope
TASK 2: DEVELOP PROJECT PLAN
Assessment Conditions
Check Sheetfor Task 2.5
2.1 Develop Project Plan
2.2 Develop Gantt Chart using an appropriate project tool to monitor project scheduling
2.3 Formulate Risk Management Plan
2.4 Develop project budget using an appropriate project tool .
2.5 Consult team members
2.6 Seek approval with project plan, tools, budget, risk management plan
TASK 3: ADMINISTER AND MONITOR PROJECT
Assessment Conditions
3.1 Take action to ensure project team members are clear about their responsibilities and the project requirements ..... ..... ... ... .. 1
3.2 Provide support for project team members... ... ... . . ...
3.3 Establish and maintain record keeping system. . ...
3.4 Implement and monitor project
3.5 Undertake risk management as required
3.6 Complete and forward project reports ... .... .....
3.7 Achieve project deliverables .
TASK 4: FINALISE PROJECT . . . .. * . .
Assessment Conditions.
4.1 Complete project documentation .. . ...
4.2 Transition of team members .
TASK 5: REVIEW PROJECT
Assessment Conditions
5.1 Draft Lessons Learnt
5.2 Finalise Lessons Learnt in consultation with team members
ASSESSOR MARKING AND FEEDBACK FORM
Pre-assessment Checklist
Candidates name:
Units of competency:
Trainer/Assessor:
Date: BSBPMG522 - Undertake Project Work
Checklist Comments
C] Talked to the candidate about the purpose of the assessment.
C] Discussed the assessment environment and the process covering when the assessment will occur, where the assessment will occur, who will assess the candidate, and the feedback process.
C] Printed the unit outline and explained the unit of competency including each element, performance criteria, foundation skill, performance evidence, and knowledge evidence that the candidate will be assessed on.
Cl Discussed the various methods of assessment, assessment instruments, submission requirements and the due date.
Cl Discussed what resources are required to successfully complete this assessment.
Cl Discussed what performance level is required for each assessment task.
Organised the necessary arrangements to meet the assessment conditions essential for the candidate to carry out each assessment task.
Cl Ensured that the candidate read and understood the Student Assessment Handbook involving following concepts:
authenticity of candidates work
[2 re-submission, re-assessment and study plan policy/procedures [2 appeals process regulatory information
[2 confidentiality procedures
[2 Discussed special needs (if any) of the candidate and made the necessary arrangements.
[2 Summarised information and allowed candidate to ask questions.
1
Portfolio Requirements
Course Code & Title
Unit of Competency Code & Title
Date of submissions
Your Student ID and Full Name
The details of your Trainer/Assessor
Version number
Portfolio Follow a logical and sequential structure in your portfolio preventing ambiguity for your Structure Trainer/Assessor.
Do not write the question in your assessment. Simply place appropriate headings and then
your answer.
Word count for written tasks is given within each task. Your word count does not include assessment cover page, table of contents, bibliography, table/figure captions, and appendix (if any).

of academic honesty, as we always check assessments for plagiarism. Provide in-text citation and Bibliography using Harvard Style referencing.

Assessment Activity 1 — Knowledge Questions
Instructions
The below information lists the questions that you will need to develop a written response to. All these questions are theoretical and provide evidence of your understanding of tools, documents, processes, and legislative context in relation to undertaking a project work. Each question includes a word count to give you an indication of the depth and the performance requirements to be deemed competent for each answer.
Note you must answer these questions in your own words and conform to the requirements as specified in the Portfolio Requirements. Remember, you must get a satisfactory result with each question to be deemed satisfactory for the whole of Assessment Activity 1.
Question 1
Using the table format below, list five examples of project management tools that are used in the project planning and management process. For each example, explain how it contributes to a project in approximately 20 words.

Question 2
For each source of information given in the table below, explain how they can be used in defining the parameters of a project. Word count is approximately 20 words for each example.

Project Brief
Memorandum of understanding
Budget Plan
Risk Management Plan
Stakeholder Register
Communications Plan
Question 3
Explain processes for identifying and managing risk in a project. Word count is approximately 100 words.
Question 4
Using the table format below, list and explain five legislations that one should know when managing a project. One of your legislation must be related to WHS. Word count is approximately 20 words per explanation.

Assessment Activity 2: Develop, Implement and Review a PD project
You are required to take part in a simulation associated with Coffee House. For the background to the project, please refer to the document titled Business Case. The duration of the project is anticipated to cover a four-week period.
In this simulation, you will take the role of a project officer for Coffee House. You will be responsible for coordinating a professional development project aimed specifically at interns within the company. Coffee House intend to become active in using interns and these individuals form the key source for any future recruitment drive within the organisation.
Coffee House have requested that you the candidate take on the role of a Lead Project Officer to plan out and implement one of the three professional development initiatives for interns listed below:
• write killer resumes
• job landing cover letters
• effective interview skills
Project Officers will work within a team of three. The project plan for each individual is to coordinate the completion of just one of the three initiatives. Therefore, your team needs to divide up the three initiatives amongst your members. The set of tasks that follow in this document will be individually based. That is, each Lead Project Officer will produce completed templates that relate to just their initiative. However, to do this will require you allocating tasks to the team members to produce the deliverables.
Task 1: Define project
In this task you will analyse the relevant information given to you in the document titled Business Case (attached) and then clarify and confirm the projects intent in terms of organisations direction, the level of authority, reporting and resource requirements. To achieve this, we have listed the following sub tasks.
Assessment Conditions
Your assessor will take the role of Manager of Human Resources for Coffee House. In task 1, however, their role will be limited to exchanging emails to you in the approval process for your document titled Project Charter.
1.1 Access business case and summarise the key aspects of the project using the blank project charter
Evidence criteria (EC): To achieve a satisfactory response for this subtask you will need to:
EC 1. populate the blank Project Charter (provided) using the information provided in the Business Case document
EC 2. populate the blank Stakeholder Register and Communications Plan (provided) except for the row -date sent-
EC 3. all of the above sections of the templates must be completed
EC 4. each section must be accurate and relevant to the information provided
EC 5. word count is not critical but it is anticipated that total word count would be approximately 500 words.
1.2 Seek clarification with project scope
Evidence criteria: To achieve a satisfactory response for this sub task you will need to:
EC 1. email your completed Project Charter to the Project Initiator (HR Manager, your assessor) EC 2. within this email, request approval to proceed
EC 3. modify your Project Charter in light of the managers feedback
EC 4. seek final confirmation of project scope
EC 5. this modification must align accurately to feedback.

Task 2: Develop project plan
In this task you will develop and finalise your Project Plan based on the approved scope and input from stakeholders.
Assessment Conditions
In this task you will be observed on one of your consultation sessions. Note your assessor will not participate in the simulation as they will be the observer and they need to focus on the actions of each of your team members. Your assessor will observe you for 10 minutes and record findings in the Check Sheet on the next page. After your observation is complete, your assessor will then focus on the next Lead Project Officer, until all three of you have been assessed.
Please note that:
other project teams are not present at the session as this will give them an unfair advantage you must ensure that you have read the requirements listed in the check sheet and that you are aware that you have to generate discussion and receive feedback on the project you must comply with WHS requirements, that is act in a safe way the session will be free from distractions.
During the session, your Assessor will:
observe each of your team and record separately on the check sheet document their observations in detail on the check sheet provide extensive written feedback on the check sheet in case a criterion is not met to a satisfactory level remember, you must demonstrate all the actions in the check sheet to be achieve a satisfactory result for this assessment
If you are not successful, after the session, the Assessor will:
provide the written feedback on the checklist explaining their justification in detail o confirm that you have understood
negotiate another suitable time to observe the second attempt (which must be in full, not just on the specific NYS area).
and Ed
Check Sheet for Task 2.5
These criteria below are the actions you must demonstrate in your observation.
Assessor Use Only
Assessors please tick if the evidence supplied is enough to demonstrate satisfactory performance. Also, write comments on the quality of this evidence.
Performance Criteria: s NYS Comments
1. Content
[2 introduction had a: o warm welcome o stated objectives o explained format of session
Cl Body part 1 - tabled project plan and project management tools Body part 2 - tabled risk management plan and budget
[2 Conclusion had:
o a summary of ideas generated o the next step in the project
2. Appropriate Communication Skills
[2 maintained eye contact, appropriate facial expressions, posture and gestures
C] supported the verbal message with appropriate vocal pitch, tone and pace
C] stayed focused on subject throughout the interaction
[2 matched their language and style to suit the subject, the formality of the situation, and adapted to the cultural requirements of the stakeholders
C] used techniques to engage with the audience
3. Appropriate consultation
C] established and used appropriate conventions and protocols when communicating with team members example, ground rules for session
C] presented draft strategies clearly using language and presentation techniques appropriate to audience and environment
[2 requested views and opinions of both team members by listening and questioning
12 encouraged team members to raise their queries and responded adequately
C] validated input and where appropriate incorporated into draft plans
[2 delivered session within appropriate time limits
s NYS
Cl demonstrated respect to all persons in attendance including their views
[2 used appropriate course of language
C] presented facial expressions and body language in a positive way, looking approachable and open to interaction
Cl didnt engage with - directly or indirectly - discriminative, bullying or harassing behaviour in terms of race, colour, nationality, ethnic origin, religion, sex, age, disability, sexual preference, etc.
Cl used inclusive language
The candidates overall performance is Satisfactory Not-yet-Satisfactory
Assessor Initials: Date:

2.1 Develop Project Plan
Evidence criteria: To achieve a satisfactory response
EC 1. populate the blank Project Plan (provided) using the information from the Project Charter
EC 2. the contents of this plan at this stage will be in draft format as it will require input from others in the team (see task 2.5)
EC 3. after input from team members (task 2.5) all sections of the template will need to be completed:
a. there must be a minimum of three activities and with each activity, a minimum of five tasks
b. each task to have a dedicated outcome, role, resources and time frame
c. each section must be relevant to the information provided
d. each section must be accurate
e. word count is not critical.
2.2 Develop Gantt Chart using an appropriate project tool to monitor project scheduling
Evidence criteria: To achieve a satisfactory response for this sub task you will need to:
EC 1. identify and access an appropriate project tool to create a Gantt Chart
EC 2. this Gantt Chart for scheduling must closely align with the tasks outlined in the Project Plan EC 3. this Gantt Chart must clearly show the task relationships (predecessor and successor tasks) EC 4. this Gantt Chart must be readable and legible.
2.3 Formulate Risk Management Plan
Evidence criteria: To achieve a satisfactory response for this sub task you will need to:
EC 1. create a risk plan using the Risk Management Plan template provided
EC 2. contents of this template must identify three potential risk issues for each activity outlined in the Project Plan
EC 3. three of these issues must be related to WHS
EC 4. the rating of these issues must be appropriate
EC 5. the strategies to address these issues must be specific, measureable and relevant.
2.4 Develop project budget using an appropriate project tool
Evidence criteria: To achieve a satisfactory response for this sub task you will need to:
EC 1. populate the blank Budget Plan spreadsheet (provided) using the information from the Project Charter EC 2. all sections of the template must be completed
EC 3. you must accurately map each task from their WBS in the Project Plan with its associated cost EC 4. these associated costs must be logical to the targeted task.
2.5 Consult team members
Evidence criteria: To achieve a satisfactory response for this sub task you will need to:
EC 1. hold a meeting for a minimum of 30 minutes duration in this meeting, each team member is required to take a leadership role for their chosen initiative each project leader then facilitates input from other two team members on the draft strategy and actions (these were developed in task 2.1)
EC 4. each leader has a maximum of 10 minutes for this refinement of this strategy and actions
EC 5. in this 10 minutes, each leader will be observed by you who will record notes on the check sheet provided each leader will need to satisfactorily perform all of the criteria indicated in the check sheet.
2.6 Seek approval with project plan, tools, budget, risk management plan
Evidence criteria: To achieve a satisfactory response for this sub task you will need
EC 1. email your completed templates and tools to your manager (the assessor)
EC 2. within this email, you will request feedback and or approval to proceed
EC 3. if feedback recommends improvements, you are to modify the templates in light of your managers feedback EC 4. you will seek final confirmation of project plans and tools
EC 5. this modification must align accurately to the feedback given.
Task 3: Administer and monitor project
In this task you will implement your project and actively record findings using the relevant templates provided. Based on the result achieved, you will make decision on issues as they arise and record all of these activities.
Assessment Conditions
Your assessor will interact with you via email on results achieved and any issues.
3.1 Take action to ensure project team members are clear about their responsibilities and the project
requirements
Evidence criteria: To achieve a satisfactory response for this sub task you will need to send a separate email to each team member as follows:
EC 1. summarise outcomes of meeting
EC 2. request confirmation that they understand their roles and responsibilities EC 3. ask team members if they need support and if so, what type and amount EC 4. review feedback from team members email.
3.2 Provide support for project team members
Evidence criteria: To achieve a satisfactory response for this sub task you will need to: EC 1. Develop a support strategy if required for each team member:
a. minimum of one strategy such as coaching on project tool use
b. strategy must align to the needs of team members
c. word count for strategy would be approximately 50 words. EC 2. Email strategy to team member:
a. email confirms time and place for strategy to be implemented
b. includes outcomes expected from completion of strategy such as time frames kept or quality not diminished.
EC 3. Send follow up email that includes:
a. summary of what was achieved in support session
b. confirmation that all needs now met and if not what further support is required
c. word count is not critical.
3.3 Establish and maintain record keeping system
Evidence criteria: To achieve a satisfactory response
EC 1. Develop electronic filing system for your project, which must:
a. be cloud-based to ensure easy access by all stakeholders
b. be intuitive; easy and simple to be understood by other stakeholders
c. have a logical hierarchical structure for each project document:
— Project Charter
- Stakeholder Register and Communications Plan
- Project Plan
- Risk Management Plan
- Budget Plan
- Gantt Chart (both the raw file and the PDF output)
- Project Completion Report and Lessons Learnt (refer Task 5) - any other correspondence. EC 2. Maintains files:
a. all documents are in correct folders
b. all documents are current and complete.
3.4 Implement and monitor project
Evidence criteria: To achieve a satisfactory response for this sub task you will need to: EC 1. Implement and monitor the Project Plan:
a. the initial Project Plan which was part complete, will now contain entries covering outcomes achieved and comments on variance
b. these must be for all of the tasks outlined in the WBS in the Project Plan for the entire project
c. these entries must be current and accurate (aligned to the Gantt Chart)
d. these variance comments must be specific and measureable. EC 2. Record actual expenses in the Budget Plan:
a. where there is variance between forecast and actual, provide reason in commentary section
b. this must cover all of the expenses as provided in the initial plan
c. this comment must be accurate and appropriate.
3.5 Undertake risk management as required
Evidence criteria: To achieve a satisfactory response for this sub task you will need to: EC 1. review outcomes from Gantt, Project Plan, Budget Plan, and Risk Management Plan identify variance comment on variance and record in all of these documents accordingly
EC 4. initiate within delegated authority, the relevant components of the risk management record this in the Recovery Procedures column located in the Project Plan EC 6. recordings must be accurate, specific and measureable.

3.6 Complete and forward project reports
Evidence criteria: To achieve a satisfactory response
EC 1. Send email to HR Manager (the assessor) and to team members:
a. email contains summary of latest information including any risk initiated
b. email contains the share link to the final project documents
c. information contained in covering explanation is accurate, with a depth of a minimum of five key points
d. word count is not critical.
EC 2. Make entries in the Stakeholder Register and Communications Plan when reports sent:
a. the template which was partially complete, will now contain entries covering date sent
b. reports must be sent on these dates.
3.7 Achieve project deliverables
Evidence criteria: To achieve a satisfactory response for this sub task you will need to produce deliverables as
follows:
EC 1. a killer resume, a covering letter and skills for interviews
EC 2. the depth of the outcomes for each strategy; killer resume, covering letter and interview skills is not critical, but it is anticipated that each will:
a. be in the form of one-page info sheet
b. have a reasonable outlook, readable and legible
c. be produced using an appropriate software package
d. be proofread.
Task 4: Finalise project
In this task you will formalise the completion of the project through the template provided. In addition, you will discuss potential roles for future team members based on their skill acquisition.
Assessment Conditions
Your assessor will again take the role of Manager of Human Resources for Coffee House. However, their role will be limited to exchanging emails to you for the approval process for your project completion.
4.1 Complete project documentation
Evidence criteria: To achieve a satisfactory response for this sub task you will need to:
EC 1. Populate the blank Project Completion Report Template (provided) using the information from the monitoring section:
a. the contents of this report must be in full
b. each section must be relevant to the data produced
c. each section must be accurate
d. word count is not critical but it is anticipated that total word count would be approximately 200 words. EC 2. Seek sign off by stakeholders:
a. upload the document to the cloud system
b. shared the report to your Manager, team members requesting signature
c. record and store sign off.
4.2 Transition of team members
Evidence criteria: To achieve a satisfactory response
EC 1. Draft a report to the Project Initiator (your HR Manager) on staff transition:
a. include in report, summary statement of what was achieved
b. include roles taken by team members
c. include skills learnt by team members
d. include three strengths and three limitations of each team member
e. propose future roles for project members
f. word count for the above is approximately 150 words.
EC 2. Your assessor will review this draft report and provide feedback to you. This will require you to then:
a. analyse your Managers feedback
b. adjust your draft report based on this feedback
c. save the amended report in the cloud system
d. word count is not critical as it is dependent on feedback given.
Task 5: Review project
In this task you will look at learnings from the project in particular what insights you can generate and how this could direct your approach to future projects.
Assessment Conditions
In this task, your assessor will interact with you on your Lessons Learnt report via email where they will acknowledge the receipt of your document.
5.1 Draft Lessons Learnt
Evidence criteria: to achieve a satisfactory response for this subtask you will need to populate the blank Lessons Learnt Template (provided) using the information from all of the documents to date: EC 1. the contents of this report will be in full
EC 2. each section must be relevant to the data produced EC 3. each section must be accurate
EC 4. word count is not critical but it is anticipated that total word count would be approximately 200 words.
5.2 Finalise Lessons Learnt in consultation with team members
Evidence criteria: to achieve a satisfactory response for this subtask you will need to:
EC 1. As a Lead Project Officer, hold a meeting and review each of the draft post project reviews developed by members:
a. in this meeting, each team member will provide their views
b. analyse feedback
c. make individual adjustments to their draft Lessons Learnt reports
d. upload finalised Lessons Learnt report to their cloud drive
e. word count is not critical.
EC 2. Forward completed review to Manager:
a. email includes summary of findings
b. email includes shared link to the final Lessons Learnt document
c. store receipt of acknowledgement from Manager.
Assessor Marking and Feedback Form
Assessor Use Only
Assessors please tick if the evidence supplied is enough to demonstrate satisfactory performance. Also, write comments on the quality of this evidence.
Assessment Task S NYS Comments
Assessment Activity 1 — Knowledge Questions
Question 1
Question 2
Question 3
Question 4
|
Assessment Activity 2 — Business Simulation

Sub Task
Task 1 1.1
Sub
Define Project Task
1.2
Sub Task
2.1
Sub Task
2.2
Sub Task
Task 2
2.3
Develop Project Sub Task
Plan 2.4
Sub Task
2.5
Sub Task
2.6
Sub Task
3.1
Sub Task
3.2
Sub Task
3.3
Task 3
Sub Task
| Administer and 3.4
Monitor Project Sub Task
3.5
Sub Task
3.6
Sub Task
3.7

teOf and E
Assessor Use Only
Assessors please tick if the evidence supplied is enough to demonstrate satisfactory performance. Also, write comments on the quality of this evidence.
Assessment Task sc NYS Comments
Task 4
Finalise Project Sub Task
4.1
Sub Task
4.2
Task 5
Review Project Sub Task
5.1
Sub Task
5.2
The candidates overall performance is Satisfactory Not-yet-Satisfactory
Assessor Initials: Date: