Assessment Information
Welcome to your Student Assessment Workbook for KII5038 Plan and manage projects.
This Student Assessment Workbook is where you will write all your responses for the knowledge questions and simulation tasks. Please refer to the Student Assessment Guide for more information.
Unit/s of Competency Covered in this subject
BSBPMG522 Undertake project work
BSBMGT517 Manage operational plan
This assessment has the following two events:
Assessment Event 3 – Knowledge Questions:
There are five questions in PART A and four questions in PART B that will provide us with evidence of your general knowledge of tools, documents, processes, legislative context in relation to undertaking a project and the processes used in operational planning.
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.
To Achieve Competence
To be deemed competent for this unit, you will need to meet the following requirements:
• 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.

Pre-assessment Checklist
Your assessor will go through the assessment for this unit. It is important that you understand this assessment before taking on the questions and tasks. To confirm that you have been given this overview, we ask you to complete the following Pre-Assessment Checklist.
You are required to carefully read each checklist item provided below and tick either ‘Y’ to confirm your understanding or ‘N’ if you disagree. In case you disagree with an item, please provide your reason under the ‘Comments’ column.
When you have done this, we ask you to sign this Pre-Assessment Checklist. This acknowledges that your Trainer/Assessor has discussed all of the information with you prior to undertaking this assessment.
Pre – assessment Checklist Comments
Y • • N
I, the student, understand the purpose of the assessment.
Y • • N I understand when and where the assessment will occur, who will assess and in what format the assessment will be submitted.
Y • • N
I understand the methods of assessment.
Y • • N I understand what resources are required to complete this assessment.
Y • • N I understand the performance level required for each assessment event.
Y • • N I understand that it must be my own work. I have been explained
and understand the serious consequences in case this work is found plagiarised.
Y • • N
I understand the process if I am deemed not yet competent.
Y • • N
I understand the feedback process and the appeals process.
Y • • N The assessor has discussed with me if I have any special needs and if so what arrangements have been made.
Student Full Name Student ID Student Signature Date

Assessment Event 3 – Knowledge Questions
The information contained in this section 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.
Note you must answer these questions in your own words. Remember, you must get a satisfactory result with each question to be deemed satisfactory for the whole of Assessment Event 3.
Part A Question 1
Describe models and methods for operational plans.
R 1. in approximately 50 words, describe a model for operational planning
R 2. in approximately 200 words, provide one formal method and one informal method for operational planning.
Question 2
Explain the role of an operational plan in achieving the organizations objectives.
R 1. provide an explanation on organizational structure with examples
R 2. explain the role of objectives within these structures
R 3. explain the link between operational plan and objectives R 4. word count is approximately 100 words.
Question 3
Explain the budgeting process.
R 1. identify and explain five processes to budgeting R 2. word count is approximately 100 words.
Question 4
List alternative approaches to developing key performance indicators to meet business objectives. R 1. provide an explanation on:
• the source of information for the indicators
• the areas within a workflow that would be appropriate to allocate indicators
• the qualities of these indicators
R 2. word count is approximately 200 words in total.
Question 5
Outline the legislative and regulatory context relevant to the operational plan of the organization.
R 1. provide a minimum of five relevant legislations:
• list title of the Act and date of release
• provide an explanation of the legislation
• provide an explanation on its relevance to operational plans word count is approximately 30 words per legislation.

Part B
Question 1
Using the table, list examples of project management tools and explain how they contribute to a project.
R1. List five project management tools
R2. For each tool, provide a brief summary on how they are used in project management
R3. Word count is approximately 25 words per tool.
Project management tool How it contributes to a project

Question 2
Using the table, outline 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 the legislative requirements when managing a project.
R 1. list and explain 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

For Assessor Use Only
Task Outcome Sheets
The Outcome Sheet below is the assessment questions and tasks for each of the assessment events that the student is required to complete. Assessors, tick ‘S’ if the student achieved a satisfactory outcome for an assessment task and ‘NYS’ if the student does not meet these requirements. Also, you are required to write comments on the quality of this evidence under the ‘Comments’ column. For your judgement on the student’s overall performance, tick ‘Satisfactory’ if the student achieves a satisfactory outcome for all of the tasks or ‘Not-Yet-Satisfactory’.
Assessment Event 3 – Knowledge Questions
Assessment Event 3 (Part A) Knowledge Questions Satisfactory Performance
Comments
1st attempt 2nd attempt
S NYS S NYS
1. Described models and methods for operational plans
2. Explained the role of an operational plan in achieving the organisations objectives
3. Explained the budgeting process
4. Listed alternative approaches to developing key performance indicators to meet business objectives
5. Outlined the legislative and regulatory context relevant to the operational plan of the organization
Assessment Event 3 (Part B) Knowledge Questions Satisfactory Performance Satisfactory Performance Comments
1st attempt 2nd attempt
S NYS S NYS
1. Using the table, listed examples of project management tools and explained how they contribute to a project
2. Using the table, outlined types of documents used in defining the parameters of a project
2. Explained the processes for identifying and managing risk in a project
3. Use the table to outline the legislative requirements when managing a project
Assessment Event 3 (Part A) S NYS Comments
The student’soverall performance is Satisfactory Not-Yet-Satisfactory
Assessment Event 3 (Part B) S NYS Comments
The student’soverall performance is Satisfactory Not-Yet-Satisfactory

Assessment Outcome Sheet
Student ID Family Name First Name
Course Code Course Title
Unit Code Unit Title
Assessment Outcome
Assessor, please tick and date the student’s final outcome of this assessment:
Initial Submission Date Re-submission 1 Date Re-submission 2 Date
C NYC / / C NYC / / C NYC / /
Assessor’s Feedback
Assessor, please provide your comments on the student’s final outcome of this assessment:
Assessor Full Name Signature Date
Receipt of Student’s Assessment
Assessor, you must provide the completed copy of this receipt to the student as an evidence of submission of their assessment to you.
Student ID Family Name First Name
Course Code Course Title
Unit Code Unit Title
Due Date / / Date Received / / Extension
Approved Y ? N ? Date
Approved / /
Initial Submission ? Re-submission 1 ? Re-submission 2 ? Assessor’s
Signature