Student Assessment Guide
BSBPMG522
Undertake Project Work
Version 4.1
December 2019
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
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Please read and sign this assessment coversheet and submit it together with your assessment to your Assessor by the due date.
Please read and sign this assessment coversheet and submit it together with your assessment to your Assessor by the due date.
Student Name Student ID
Assessor Date Due
Declaration 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
S NYS ___/___/____ S NYS ___/___/____ S NYS ___/___/____
Course Title Diploma of Leadership and Management Course Code BSB51915
Unit Title Undertake Porject Work Unit Code BSBPMG522
Version 4.1 Created on July 2019
Feedback: Trainer/Assessor’s 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 for future improvement
Student Name Student ID
Course Code & Title BSB51915 Diploma of Leadership and Management Extension Granted Yes ? No ?
Unit Code & Title BSBPMG522 Undertake Project Work Date Received ___/___/____
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Assessment Receipt
Table of Contents
Assessment Information 1
Assessment Event 1 – Knowledge Questions 3
Question 1 3
Question 2 3
Question 3 3
Question 4 4
Assessment Event 2: Passionate Coffee - Passionate Interns Simulation 5
Task 1: Define the project 5
1.1 Access relevant documentation and identify project stakeholders 5
1.2 Identify scope and reporting requirements 5
1.3 Seek clarification 5
Task 2 Develop Project Plan 6
2.1 Develop draft Project Plan 6
2.2 Identify and access a project management tool to schedule the project 6
2.3 Formulate a risk management plan 6
2.4 Develop project budget 6
2.5 Consult team members 6
2.6 Finalise the Project Plan 7
Task 3 Administer and monitor Project 8
3.1 Implement and monitor plan 8
3.2 Take action to ensure team members are clear about responsibilities 8
3.3 Provide support for team members 8
3.4 Establish and maintain record keeping systems 9
3.5 Undertake risk management as required 9
3.6 Complete and forward project reports 9
3.7 Achieve project deliverables 9
Task 4 Finalise Project 10
4.1 Complete project documentation 10
4.2 Transition of team members 10
Task 5 Review Project 11
Lessons Learnt in consultation with team members 11
Appendix A: Passionate Coffee - Passionate Interns Simulation 12
Simulation Background 12
Simulation Phases 12
Your Role in the Simulation 12
Phase 1: 12
Phase 2: 13
Phase 3: 13
Simulation Setup 14
Assessment Conditions for the Observations 16
Appendix B: Observation Check Sheets 17
Observation Check Sheet 1 – Planning the Project 17
Observation Check Sheet 2 – Lessons Learnt 19


Assessment Information
Welcome to your Student Assessment Guide for BSBPMG522 Undertake Project Work. This Guide provides you with information on the assessment particularly what you have to do and to what level of performance.
This assessment has the following two events:
Assessment Event 1 – Knowledge Questions
There are four questions that will provide us with evidence of your general knowledge of tools, documents, processes, and legislative context in relation to undertaking a project.
This assessment is completed in your own time and by a submission date provided by your Assessor. You may use support material in the development of your responses, but you must indicate the source. In addition, you must not ‘cut and paste’ content from your source, rather, use your words, unless it is a direct quote.
Assessment Event 2 – Simulation: Passionate Coffee-Passionate Interns
You will complete a number of tasks that will provide us with evidence of your skills with planning, implementing, monitoring and finalising a project. These tasks will be based on your role of Lead Project Officer in a simulation that provides strategies for the professional development of interns in an organisation called Passionate Coffee.
To complete the Simulation, you will need to refer to the following resources:
Business Case Provides background to the simulation (Task 1.1).

Project Charter Template You will enter the parameters of the project (Task 1.1, 1.2, 3.1, 3.5).
Stakeholder Register and Communications Plan Template You will table how and when you will communicate with key stakeholders of the project (Task 1.2, 3.6).
WBS Template You will produce a work breakdown structure (WBS) that is aligned to your Project Charter (Task 2.1, 2.2).

Project Plan Template You will enter strategies, tasks and outcomes achieved in the implementation of the project (Task 2.1, 3.1).

Risk Management Template You will identify risks and table strategies to address potential issues. It includes a numerical model for risk ranking (Task 2.3, 3.5).

Budget Plan Template You will identify costs and lists actual expense in the implementation (Task 2.4).

Project Completion Report Template You will summarise the results achieved at the end of the project (Task 4.1).
Lessons Learnt Template You, in consultation with team members, identify issues and develop an action plan to address these in future projects (Task 5.1).
Remember, you do not type your responses in this Student Assessment Guide, but use the Student Assessment Workbook, which is a separate document. This document is simply a guide to explain what you are required to do, and by doing so, this will assist you to perform at your best.
Please note that your responses for both assessment events can (where appropriate) use dot point format. See below for an example of a dot point response and a full sentence response.
Dot point format Presentation Plan includes the following:
• outcomes
• needs of the audience
• context.

Full sentence format When you are preparing for a Presentation, there are a number of tasks that must be carried out. These are; listing the outcomes that you want to achieve, followed by the identification of the needs of your audience. When you have completed these two tasks, you then check on the room you will be conducting the simulation in etc.
Performance required
• complete all of the questions and tasks listed in the Student Assessment Workbook
• meet all the requirements listed in this Student Assessment Guide
• your responses to the questions and tasks must be relevant, accurate and specific
• submit your completed Student Assessment Workbook to your Assessor within the set timeframes
• your work must be in your own words
• where you use an external source of information, you must provide citation.
Please be aware that your Assessor is here to provide you with the necessary support throughout the assessment process. If you have questions, then contact them for guidance.

Assessment Event 1 – Knowledge Questions
The information contained in this assessment event lists the questions that you will need to develop a written response. 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 the requirements which indicate what you have to do and the depth of your response to achieve a satisfactory result.
Question 1
Using the table, list five examples of project management tools and explain how they contribute to a project.
R 1. list five project management tools
R 2. for each tool, provide a brief summary on how they are used in project management
R 3. word count is approximately 25 words per tool.
Project management tool How it contributes to a project

Question 2
Using the table, outline four types of documents used in defining the parameters of a project.
R 1. list four documents
R 2. provide an explanation on how it defines the project
R 3. word count is approximately 25 words per document.
Source of information Explanation

Question 3
Explain the processes for identifying and managing risk in a project.
R 1. explain the process used in identifying the risk
R 2. explain the process in managing the risk
R 3. word count is approximately 150 words.

Question 4
Use the table to outline at least three legislative requirements when managing a project.
R 1. list and explain at least three legislations that are relevant to project management:
• one of your legislations must be related to WHS
• these legislations must be accurate in terms of name and date
• explanations must cover how it would be used to assist in project management
R 2. word count is approximately 25 words per legislation.
Legislation Explanation


Assessment Event 2: Passionate Coffee - Passionate Interns Simulation

In this assessment, you will undertake a number of tasks associated with planning, consulting, implementing and finalising a project for the professional development of Perfect Coffe-Passionate Interns. In this simulation you will perform the following actions:
• define the project
• develop a project plan
• administer and monitor the project
• finalise and review the project.
Please ensure that you familiarise yourself with this set of requirements that underpin this simulation. This includes understanding the background of the simulation and the criteria you will be assessed on. These are located in the Appendix of this document.
Task 1: Define the project
In this task, you will analyse the relevant information given to you in the Business Case and then, clarify and confirm (through email), the projects intent with your Assessor who will be role playing your HR Manager for Task 1 only.
1.1 Access relevant documentation and identify project stakeholders
R 1. populate the Project Charter Template using the information provided in the Business Case document as follows:
• identify stakeholders
• current situation, impact and opportunities
• assumptions and constraints
R 2. word count is not critical.
1.2 Identify scope and reporting requirements
R 1. populate the remainder of the Project Charter Template:
• project scope and objectives
• roles and responsibilities
• deliverables , milestones and metrics
• resources required
R 2. populate the Stakeholder Register and Communications Plan Template
R 3. word count is not critical.
1.3 Seek clarification
R 1. seek clarification from HR Manager on:
• relationship of this project to other organisational projects
• resources available to undertake the project
R 2. confirm approval to develop Project Plan:
• email your completed Project Charter to the HR Manager
• within this email, request approval to proceed
• modify your Project Charter in light of your manager’s feedback
• seek final confirmation of project scope
• this modification must be aligned to the feedback
R 3. word count is not critical.
Task 2 Develop Project Plan
In this task, you will develop and finalise your Project Plan in consultation with stakeholders. These stakeholders are the members of the Team and the Manager of HR of the simulated organisation. For more information on this please refer to the section titled “Simulation Set Up” in the Appendix A.
2.1 Develop draft Project Plan
R 1. develop a work breakdown structure (WBS) using the parameters from the approved Project Charter:
• populate the WBS template (see separate attachment)
• there must be a minimum of three parent tasks
• each parent task must include a minimum of four subtasks
• the project baseline must be relevant, realistic and feasible to your strategy
R 2. populate the Project Plan Template using the WBS
R 2. word count is not critical.
2.2 Identify and access a project management tool to schedule the project
R 1. produce a Gantt Chart based on the WBS:
• this Gantt Chart clearly shows the task relationships (predecessor and successor tasks)
• attach a screenshot that shows all the task hierarchy into your Student Assessment Workbook
R 2. word count is not critical.
2.3 Formulate a risk management plan
R 1. populate the Risk Management Plan Template:
• contents of this template must identify three potential risk issues for each Parent Task in the Project Plan
• one of these issues must relate to WHS
• the rating of these issues is appropriate (see Risk Model in the template)
R 2. word count is not critical.
2.4 Develop project budget
R 1. create a project budget using the blank Budget Plan Template:
• all tasks of the template must contain forecast costs
• these costs are for manpower, materials and overheads
R 2. word count is not critical.
2.5 Consult team members
R 1. project team will hold a meeting with a total duration of 90 minutes
R 2. in this meeting, the team member will take a leadership role for their chosen initiative:
• each project leader facilitates input on their Project Plan from the other two team members
• this session has a duration of 30 minutes per Project Leader
• each leader must satisfactorily perform all of the criteria indicated in the Observation Check Sheet 1
R 3. word count is not critical.
2.6 Finalise the Project Plan
R 1. email your completed templates and plans to the HR manager:
• within this email, the you will request feedback and/or gain approval to proceed
• if feedback recommends improvements, you will modify your templates/plans in light of the feedback
R 2. you will seek final confirmation of your Project Plan.
R 3. word count is not critical and dependent on the feedback received.

Task 3 Administer and monitor Project
In this task, you will implement your project with your two team members and actively record findings using the relevant templates provided. Based on the results achieved, you will make decisions on issues as they arise and record these activities. This will require you to conduct meetings with your team which will be used in the monitoring of your Project Plan. For more information on this refer to the section titled ‘Simulation Set up’ in Appendix A.
3.1 Implement and monitor plan
R 1. implement and monitor the Project Plan:
• implement the tasks listed in the WBS
• enter results into the Project Plan
• enter variance comments
R 2. record actual expenses in the Budget Plan:
• where there is variance between forecast and actual, you must provide your rationale in the commentary section of the Project Plan
R 3. word count is not critical.
3.2 Take action to ensure team members are clear about responsibilities
R 1. hold a meeting and allocate roles and responsibilities to each team member:
• make notes on what is agreed at this meeting
• these agreements must align to the project plan and WBS
R 2. request confirmation that they understand their roles and responsibilities:
• send an email to both team members confirming responsibilities
• attach evidence of these emails in your Student Assessment Workbook.
3.3 Provide support for team members
R 1. at the meeting, ask team members if they require support:
• document response
• seek clarification if required
R 2. develop a support strategy (if required) for each team member:
• minimum of one strategy must be documented
• strategy must be aligned to the needs of team members
R 3. email strategy(s) to team members:
• email confirms time and place for the strategy to be implemented
• includes outcomes expected
R 4. send follow up email that includes:
• a summary of what is achieved in the support session
• confirmation that all needs are met and if not what further support is required
R 5. attach evidence of this email exchange in your Student Assessment Workbook
R 6. word count is not critical.

3.4 Establish and maintain record keeping systems
R 1. develop an electronic filing system for your project, which must:
• be cloud based to ensure easy access by all team members and other stakeholders
• be intuitive so that all stakeholders can use
• have has a logical hierarchical structure for each project document
R 2. maintain files:
• all documents are in correct folders
• all documents are current and complete
R 3. produce screen shots of your record keeping system and attach to your Student Assessment Workbook
R 4. word count is not critical.
3.5 Undertake risk management as required
R 1. review results achieved and identify variance
R 2. document explanations in the Project Plan
R 3. implement contingencies
R 4. document contingencies for these variances in the ‘Recovery Procedures’ section in the Project Plan
R 5. word count is not critical.
3.6 Complete and forward project reports
R 1. send email to HR Manager and to team members:
• email contains summary of latest information including any risk initiated
• email contains the share link to the project documents
• information contains covering explanation and makes four key points
R 2. Make entries in the Stakeholder Register and Communications Plan when report is sent:
• the template contains results and comments
R 3. email exchange must be attached to your Student Assessment Workbook
R 4. word count is not critical.
3.7 Achieve project deliverables
R 1. review WBS, Project Plan and Budget Plan and produce a document that includes:
• objective
• statement on planned deliverables and actual deliverables
• strategies achieved
• specific processes within each strategy
R 2. strategy has a word count of 300 words at a minimum.

Task 4 Finalise Project
In this task, you will formalise the completion of your project. In addition, you will discuss potential roles to your HR Manager for future team members based on their skill acquisition.
4.1 Complete project documentation
R 1. complete the Project Completion Report Template:
• the contents of this template must be in full
• each section must be relevant to the data produced
• include a sign off by team members and HR Manager
R 2. word count is not critical.
4.2 Transition of team members
R 1. draft a report to the HR Manager on staff transition:
• include in the report, a summary statement of what is achieved
• include roles taken by team members
• include skills learnt by team members
• include three strengths and three areas for further development of each team member
• propose future roles for project members
R 2. send report to HR Manager seeking direction on future roles for team members
R 3. word count is approximately 150 words.

Task 5 Review Project
In this task, you will develop learnings from the project, in particular, what insights you can generate and how this could direct your approach to future projects. You will achieve this through holding a meeting with your team members. Note that this meeting will be observed by your Assessor.
Lessons Learnt in consultation with team members
R 1. hold a meeting and review each of the questions from the Lessons Learnt Template:
• in this meeting, each team member will share their views
• you will have 15 minutes to review your project
• each Lead Project Officer must make individual adjustments to their draft Lessons Learnt report
R 2. forward completed Lessons Learnt report to the HR Manager
R 3. word count is approximately 150 words.

Appendix A: Passionate Coffee - Passionate Interns Simulation

Simulation Background
You will take part in a simulation titled Passionate Coffee – Passionate Interns. Passionate Coffee has been undergoing change to its operations and products due to increasing competition from a leader with significant market share. Passionate Coffee, to counter a move by their main competitor, is to launch a number of retail outlets that will sell hardware, consumables both raw materials and coffee. To achieve this senior management have requested that Human Resources (HR) commence a recruitment drive. However, unlike the past, they want the positions to be filled by interns as previous success with traditional applicants did not achieve outcomes. To ensure success, the HR Manager is well aware that more needs to be done with supporting new recruits, in this case interns. The challenge for most interns is securing long term employment with the company. This requires not only development of on the job skills and positive attitude, but also how to be competitive in the recruitment process. As a result, the HR Manager wants project officers to develop a resource kit that has three particular initiatives:
• how to write a 'killer' resume
• how to write a ‘job landing’ cover letter
• how to master the interview process.
To give project officers exposure to project leadership skills, the HR Manager would like project officers to form a team of three. Each of the three members are to lead aspects of the project. She believes this is best done by having each team member take ownership and a lead role for one of the three initiatives listed above. In this role, the lead officer for their particular initiative, will coordinate this aspect of the project, with the other two members directly reporting to the Lead Officer for their particular initiative.
The Lead Officer will be responsible for coordinating the plan and then implement one of the three professional development initiatives for interns listed below:
• write 'killer' resumes
• job landing cover letters
• effective interview skills.
Simulation Phases
This simulation is divided into the following phases:
Phase 1: defining the project to ensure parameters are understood and developing the Project Plan.

Phase 2: implementing the Project Plan.

Phase 3: finalise documentation for the project.
Your Role in the Simulation
You will be the Lead Project Officer of Perfect Coffe – Passionate Interns in the simulation. Your roles and responsibilities in the simulation are as follows:
Phase 1:
Phase 1 occurs from Task 1.1 to Task 2.6. In Phase 1 your main duties in the organisation are as follows:
• define the project
• develop the Project Plan
• consult with your two team members and the HR Manager to finalise the Project Plan.
In Phase 1, you will interact with the two team members (Task 2.5) who will be your fellow students in the role of team members to the project. This session will have a total duration of 90 minutes for all project members. This means that each team member will have 30 minutes to lead their respective initiative. This is to consult and take their views into account in planning your project.
Note that your Assessor will not play a role in this observation activity as they will be observing your interaction with the stakeholders and documenting evidence in the Observation Check Sheet 1 provided in Appendix B.
Phase 2:
Phase 2 occurs in Task 3.1 to Task 3.7.
In Phase 2 your main duties in the organisation are implementing and monitoring the project. This will involve conducting multiple team meetings with the same two team members.
Note that this session does not require observation.
Phase 3:
Phase 3 occurs from Task 4.1 to Task 5.
In Phase 3, you will finalise your project and review Lessons Learnt. This will include a meeting with your team members to consider Lessons Learnt (Task 5). This meeting will have a total duration of 45 minutes. Within this period, you will have 15 minutes to facilitate the Lessons Learnt with your own initiative.
Note that your Assessor will not play a role in this observation activity as they will be observing your interaction with the stakeholders and documenting evidence in the Observation Check Sheet 2 provided in Appendix B.
In Phase 3 your main duties in the organisation are as follows:
• review project outcomes and processes
• consult with team members on their views of the success of the project
• document Lessons Learnt.

Simulation Setup
The simulation chosen is to give you the opportunity to provide evidence that demonstrates your ability to implement a project. We have tried to make this simulation as real as possible but within a classroom setting by using documents and templates towards a project that typifies the workplace. To carry out your role in this simulation will require you to follow these steps:
1. In the initial class for this unit, your assessor will give you time to form a team of three with other students in your class:
• select two students that you will be able to interact with over a four to six-week period
• once you have formed a team of three you now need to develop roles and responsibilities for each of you
• divide up the three initiatives (resumes, covering letters and interview) amongst the three of you
• with the initiative you have selected, you will be the Lead Officer for that task, which means the other two members will follow your direction
• you will be a team member to the Lead Officers for the other two initiatives as represented in the table below for a team made up Chan, Mary, Khan:
Lead Officer for resumes - Chan Team Member 1 - Khan Team Member 2 - Mary
Lead Officer for covering letter - Khan Team Member 1 - Chan Team Member 2 - Mary
Lead Officer for interview skills - Mary Team Member – Chan Team Member 2 - Khan
2. The tasks that each Lead Officer will direct are all the sub tasks that make up Tasks 1- 5. In Task 1 you as Lead Officer will do individual preparation work through the completion of the Project Charter and Stakeholder Register and Communications Plan Templates. You will then email and seek feedback and approval from your Assessor, who will be role playing the HR Manager.
3. In Task 2, you as Lead Officer now individually develop a draft Project Plan that consists of:
• WBS and Gantt Chart
• Project Plan Template
• Risk Management Plan Template
• Budget Plan Template
With this draft complete, you will schedule a meeting with your team to present your draft and seek input and commitment:
• this will require your Assessor to organise a meeting venue and inform you of the venue, date and time
• this meeting has a duration of a total of 90 minutes with each Lead Officer’s session taking 30 minutes each
• your Assessor will observe this session and document findings in the Observation Check Sheet 1 in Appendix B. Note that they will not be playing the role of HR Manager in this observation
You as Lead Officer then use the feedback from your team and finalise your Project Plan then you will email to your Assessor for feedback and approval.
4. In Task 3 as Lead Officer you will hold a number of meetings with your team:
• you will organise these meetings with your team, by yourself. If face to face you can make use of venues such as Library, Study Rooms etc. on site or Cafes or Public Libraries etc.
• if you are holding your meetings via Teleconferencing or online platforms, again you will organise this yourself
• Your Assessor will want you to be confident that you are implementing your project, conducting meetings and recording findings in the templates. Whatever you have written in your Communication Plan must be followed. For example, this could be the receipt of your weekly progress summary via email. Your Assessor will monitor your progress and provide guidance and or support if required.
5. In Task 4 you as Lead Officer will finalise your project by completing the Project Completion Report Template. It is anticipated that this would occur approximately four weeks are the project commencement date.
6. In Task 5 you as Lead Officer will review your Project using the Lessons Learnt Template:
• this meeting will be organised by your Assessor and they will communicate the time and date and venue to you
• as Lead Officer, you will present for 15 minutes and your Assessor will record the findings using the Observation Check Sheet number 2 in Appendix B.
7. As Lead Officer you will use the feedback from the team and submit this completed Template to your Assessor.
Steps to the Project:
Step 1 Steps 2 Step 3 Step 4 Step 5
Identify team members then Lead Officer confirm roles and responsibilities with their team • Completion of the Project Charter and Stakeholder Register and Communications Plan Templates
• seek approval from Assessor (HR Manager) via email (respond within 48 hours)
Develop a draft Project Plan that consists of:
• WBS and Gantt Chart
• Project Plan Template
• Risk Management Plan Template
• Budget Plan Template
• Hold session as Lead Officer with team
• Assessor will observe this session • Lead Officer uses feedback from session to finalise Project Plan and submit to Assessor
• Assessor will give approval via email (within 48 hours)
Step 6 Step 7 Step 8 Step 9 Step 10
• Lead Officer implements Project and records findings in Plan and emails progress to Assessor on a weekly basis
• Assessor records progress on receipt of email from Lead Officer and enters information into the Progress Register and provides guidance to Lead Officer where required • Holds meetings as part of this implementation and documents discussions and makes adjustments using contingencies if required
• Weekly progress email to Assessor On completion of Project (approx. 4 weeks) records in the Project Completion Report Template • Holds session with team and documents in the Lessons Learnt Template
• Assessor observes this session Submits completed project and all templates to the Assessor for review

Assessment Conditions for the Observations
The information in this section outlines the assessment conditions for the Observations which occurs in Phase 1 and 2 and involves your interaction with two team members.
Before the Observations:
• you must ensure that you have read and understood any documents required to undertake the Observations
• you must ensure that you have read and understood all performance requirements listed under each task
• you must ensure that you have read the requirements listed in the Observation Check Sheets as your performance will be judged based on these criteria (see Appendix B)
• your Assessor will inform you of the date of your Observations.
During the Observations:
• you will be interacting with the two team members
• the first observation has a total duration of 30 minutes whereas the second has 15 minutes per team member
• other students (other than your two team members) will not be observers during the session as this will give them an unfair advantage
• you cannot refer to the Observation Check Sheets while undertaking the Observations
• your Assessor will:
­ observe you individually based on the criteria in the Observation Check Sheets 1 and 2
­ document their observations in detail on the Observation Check Sheets
­ provide extensive written feedback
­ ensure that the session will be free from distractions
• you must comply with WHS requirements
• you must demonstrate all the criteria in the Observation Check Sheets to achieve a satisfactory result for the Observations.
If you are not successful, after the observations, the Assessor will:
• provide written feedback on the Observation Check Sheets explaining their justification in detail
• communicate this feedback to you
• arrange another suitable time to observe your second attempt.
Appendix B: Observation Check Sheets
We have provided the Observation Check Sheet(s) for you to prepare for your assessment with the Assessor. Remember, you will not be able to use this Check Sheet(s) during this session. However, we recommend you use this as a planning tool so that you are fully prepared for the observation.
Note that you must demonstrate all the criteria listed in the following Observation Check Sheet(s) to be deemed satisfactory.
Observation Check Sheet 1 – Planning the Project
Performance requirements:
1. Introduction
• welcomes team members:
­ friendly
­ positive
• states objectives of the session, which are:
­ specific
­ relevant
­ measurable
­ achievable
­ time framed
• explains the format of their session, which is:
­ clear
­ concise
• seeks feedback on objectives and format:
­ notes input
­ where appropriate incorporated into session body
2. Body
• presents their Project Plan:
­ outlines their strategies, actions and resources, timeframes and outcomes
­ outlines their work breakdown structure
­ outlines the Risk Management Plan
­ summarises the budget
• credibility of data and information addresses the following:
­ data/information is correct
­ data/information is clear
­ data/information uses PowerPoint and Gantt
• seeks input on draft plan as follows:
­ seeks views from each team member
­ takes notes
­ where appropriate reaches agreement on input
• seeks commitment from members:
­ summarises tasks and responsibilities for each team member
­ asks can they achieve tasks within timeframe and resources and budget
­ listens to views
­ where possible modifies tasks if required
­ seeks confirmation on commitment
3. Conclusion
• the conclusion:
­ summarises the session in terms of what was covered and agreements reached
­ seeks input on the views of the session
­ overviews next steps
• time management
­ session is completed within the time allocated
4. Communication Skills
• body language skills demonstrates the following:
­ maintains eye contact
­ appropriate facial expressions
­ posture is appropriate
­ gestures fit message
• verbal skills:
­ vocal pitch is appropriate
­ tone is pleasant
­ pace is at the right speed to achieve clarity
­ volume is appropriate for participants
• sensitive to the cultural diversity of the participants:
­ language avoids jargon
­ language chosen is easy to understand
­ level of formality shows respect to members
­ content is non-sensitive
­ watches for non-verbal signs
­ seeks input through direct open questioning
• emotions:
­ processes emotions of self and members and stays calm
­ feeds back to the members emerging issues
­ these interpretations are accurate and appropriate
5. Consultation skills
• uses appropriate consultation skills:
­ requests views and opinions of participants
­ listens
­ does not interrupt
­ encourages participants to give input
­ validates this input
­ uses open questions to explore issues
­ where appropriate incorporates into their material
Observation Check Sheet 2 – Lessons Learnt
Performance requirements:
1. Introduction
• welcomes team members:
­ friendly
­ is positive
• states objectives of the session, which are:
­ specific
­ relevant
­ measurable
­ achievable
­ time framed
• explains the format of their session, which is:
­ clear
­ concise
2. Body
• presents the Lesson Learnt template:
­ explains layout of template
­ clarifies any issues with template
• reviews their project:
­ summarises their Projects Completion Report
­ clarifies any understandings with these results
• generates discussion:
­ seeks views from each team member on the questions in template
­ takes notes
­ where appropriate reaches agreement on input
3. Conclusion
• the conclusion:
­ summarises the session in terms of what was covered and notes taken
­ overviews next steps
• time management
­ session is completed within the time allocated
4. Communication Skills
• body language skills demonstrates the following:
­ maintains eye contact
­ appropriate facial expressions
­ posture is appropriate
­ gestures fit message
• verbal skills:
­ tone is pleasant
­ pace is at the right speed to achieve clarity
­ volume is appropriate for participants
• sensitive to the cultural diversity of the participants:
­ language avoids jargon
­ language chosen is easy to understand
­ level of formality shows respect to members
­ content is non-sensitive
­ watches for non-verbal signs
­ seeks input through direct open questioning
• emotions:
­ processes emotions of self and members and stays calm
­ feeds back to the members emerging issues
­ these interpretations are accurate and appropriate
5. Consultation skills
• uses appropriate consultation skills:
­ requests views and opinions of participants
­ listens
­ does not interrupt
­ encourages participants to give input
­ validates this input
­ uses open questions to explore issues
­ where appropriate incorporates into their material