BSBPMG522 Undertake

project work

Student Assessment
 Student Assessment

UNIT OVERVIEW
BSBPMG522 Undertake project work
This unit describes the skills and knowledge required to undertake a straightforward
project or a section of a larger project. It covers developing a project plan, administering
and monitoring the project, finalising the project and reviewing the project to identify
lessons learned for application to future projects.
This unit applies to individuals who play a significant role in ensuring a project meets
timelines, quality standards, budgetary limits and other requirements set for the project.
No licensing, legislative or certification requirements apply to this unit at the time of this
publication.

ELEMENT PERFORMANCE CRITERIA

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
2 Develop 2.1 Develop project plan in line with the project parameters
project plan 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
3 Administer and 3.1 Take action to ensure project team members are clear about their
monitor project 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 timelines are met
3.3 Establish and maintain required recordkeeping systems throughout

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the project

3.4 Implement and monitor plans for managing project finances,

resources and quality
3.5 Complete and forward project reports as required to stakeholders
3.6 Undertake risk management as required to ensure project
outcomes are met
3.7 Achieve project deliverables
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 signoffs for
concluding project
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

ASSESSMENT EVIDENCE
Performance Evidence
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
 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

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 Consult and communicate with relevant stakeholders to generate input and

engagement in planning, implementing and reviewing the project
 Provide support to team members to enable them to achieve deliverables and to
transition them as appropriate at completion of the project
 Finalise the project including documentation, signoffs and reporting
 Review and document the project outcomes.
Knowledge Evidence
To complete the unit requirements safely and effectively, the individual must:
 Give examples of project management tools and how they contribute to a project
 Outline types of documents and other sources of information commonly used in
defining the parameters of a project
 Explain processes for identifying and managing risk in a project
 Outline the organisation's mission, goals, objectives and operations and how the
project relates to them
 Explain the organisation's procedures and processes that are relevant to managing
a project including:
 lines of authority and approvals
 quality assurance
 human resources
 budgets and finance
 recordkeeping
 reporting
 Outline the legislative and regulatory context of the organisation in relation to
project work, including work health and safety (WHS) requirements.
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:
 Relevant legislation, regulations, standards and codes
 Relevant workplace documentation and resources
 Case studies and, where possible, real situations
 Interaction with others.

Foundation Skills
The Foundation Skills describe those required skills (language, literacy, numeracy and
employment skills) that are essential to performance.

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Skill  Description 

Reading  Organises, evaluates and critiques ideas and information from a range of
complex texts

Writing  Develops plans, reports and recommendations using vocabulary, structure

and conventions appropriate to text
 Establishes and maintains records according to organisational requirements
Numeracy  Uses formal and some informal, oral and written mathematical language and
representation to prepare and communicate budgetary and financial
information
Oral  Participates in verbal discussions using clear language and appropriate
communication features to present or seek information
 Using listening and questioning skills to seek information and confirm
understanding
Navigate the  Recognises and responds to organisational and legislative/regulatory
world of work requirements

Interact with  Selects and uses appropriate communication protocols and practices to
others ensure shared understanding of project roles and expectations
 Uses collaborative techniques to engage stakeholders in consultations and
negotiations

Get the work  Develops and implements plans to manage projects that involve diverse
done stakeholders with potentially competing demands
 Systematically gathers and analyses all relevant information and evaluates
options to make informed decisions
 Evaluates outcomes of decisions to identify opportunities for improvement
 Use digital technologies and applications to access, organise and share
information

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INFORMATION FOR STUDENTS

Assessment Information

Prior to Assessment
Your Trainer/Assessor will advise you of your rights before and after assessments,
including the right to appeal.

Your Trainer/Assessor will provide you with all relevant information relating to the
assessments prior to commencement, and of the appeals procedure that can be utilised if
you wish to appeal against the assessment outcome or make a complaint.

Results
You will be informed of the outcome of your assessment as soon as possible from the
date the assessment was submitted. Prompt feedback will be offered to you on the
outcome of the assessment. Feedback will be delivered in written and where possible,
verbal form to you.

AQF Specifications for Assessments

This assessment is set in accordance with the criteria for AQF Level 5. As stated in the AQF
specification for the Diploma qualifications must be designed and accredited to enable
graduates to demonstrate the learning outcomes expressed as knowledge, skills and the
application of knowledge and skills specified in the level 5 criteria and the Diploma
descriptor.

Diploma Descriptor
Summary
Graduates at this level will have specialised knowledge and skills for skilled /
paraprofessional work and / or further learning.

Knowledge
Graduates at this level with have technical and theoretical knowledge in a specific area or
a broad field of work and learning.

Skills
Graduates at this level will have a broad range of cognitive, technical and communication
skills to select and apply methods and technologies to:
 Analyse information to complete a range of activities
 Provide and transmit solutions to sometimes complex problems
 Transmit information and skills to others
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Application
Graduates at this level will apply knowledge and skills to demonstrate autonomy,
judgement and defined responsibility in known or changing contexts and within broad but
established parameters.

ACSF Specifications and Foundation Skills

The term ‘Foundation Skills’ is currently used to include the core skills defined in the
Australian Core Skills Framework (ACSF) as well as the employability skills identified by
employers as critical for effective performance in the workplace. The core skills of the
ACSF include reading, writing, oral communication, numeracy and learning.
Foundation skills encompass the core skills of reading, writing, oral communication,
numeracy and learning as described by the Australian Core Skills Framework (ACSF), and
the Employability Skills/Core Skills for Work. They exist on a continuum from very basic
skills to highly developed and specialist skills. The foundation skills have been addressed
in this assessment.

Assessment Process
To demonstrate competence in this unit, you must undertake all tasks in this assessment
booklet and complete them satisfactorily and in addition, also satisfactorily complete the
practical assessment, including demonstrating communication skills during the practical
activities. After you have demonstrated consistency in performance you will be awarded
this unit.

As part of the assessment process, you must abide by any relevant assessment policies as
provided to you. If you feel you are not yet ready to be assessed or this assessment is
unfair, please discuss with your assessor all options that are available to you to enable
you to complete the assessment.

Submitting Assessments
You should submit assessment tasks with the provided cover sheet.

Assessments should be submitted on or before their due date. Extensions for individual
assessment tasks may be negotiated in specific circumstances. Consultation on this must
occur prior to the due date and extensions due to illness will require a medical certificate.
Extensions must be confirmed by the Trainer/Assessor in writing.

Plagiarism and Referencing

All students are reminded that plagiarism will not be tolerated. Information, ideas etc.
quoted or paraphrased from another source, must be acknowledged with “quotation
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marks” around the relevant words/sentences or ideas and cited at the end of the
document. Sources of information, ideas etc. must be provided in alphabetical order by
author’s surname (including author’s full name, name of document/ book/internet etc.
and year and place of publishing) or may be included in brackets in the text.

Assessment Outcomes
There are two (2) outcomes of assessments: Satisfactory and Not Satisfactory (requires
more
training and experience).

You will be awarded a ‘Competent’ grade on completion of the unit when the
trainer/assessor is satisfied that you have completed all assessments and have provided
the appropriate evidence required to meet all criteria. If you fail to meet this requirement
you will receive the result of Not Competent and will be eligible to be re-assessed.

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Re-assessment
Students will be allowed two (2) further attempts at an assessment for which the
outcome is Not Satisfactory, within the timeframe of a course (unit of competency). No
additional fees will be charged.

Students who require re-assessment beyond the delivery timeframe of a unit or due date
of an assessment, unless it is due to medical reasons, will be given the opportunity to
request additional time to resubmit and in this time they can request a mentoring session
as required.

Reasonable Adjustment
RTOs and trainer/assessors are obliged by law to make reasonable adjustment to ensure
maximum participation of students with disability in teaching, learning and assessment
activities. This includes:
 Ensuring that course activities are sufficiently flexible;
 Providing additional support where necessary; and
 Offering a reasonable substitute within the context of the course where a student
cannot participate

Reasonable adjustment is defined in section 4 (1) of the Employment and the Disability
Discrimination Act as ‘an adjustment to be made by a person is a reasonable adjustment
unless making the adjustment would impose an unjustifiable hardship on the person’.

Reasonable adjustment as it applies to participation in learning and assessment activities

may include:

 Customising resources or activities within a training package or accredited course;

 Modifying a presentation medium;
 Providing additional support;
 Providing assistive or adaptive technologies;
 Making additional information accessible both before enrolment and during the
course; and
 Monitoring these adjustments to ensure that the student’s needs continue to be
met

Reasonable Adjustment Methods (examples)

Category Possible issue Possible Strategies

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• Verbal assessment
• Speaking
• Presentations
LLN • Reading
• Demonstration of a skill
• Writing
• Use of diagrams
• Confidence
• Use of support documents such as word lists
• Culturally appropriate training
• Knowledge and • Explore understanding of concepts and
understanding practical application through oral assessment
Indigenous • Flexibility • Flexible delivery & using group rather than
• Services individual assessments
• Inappropriate training • Assessment through completion of practical
and assessment tasks in the field after demonstration of skills
and knowledge.
• Discuss with the student and supervisor
whether language, literacy and numeracy are
likely to impact on the assessment process
• Use methods that do not require a higher
level of language or literacy than is required
to perform the job role
• Use short sentences that do not contain large
• Speaking
Non-English amounts of information and clarify
• Reading
Speaking information by rephrasing, confirm
• Writing
Background understanding
• Cultural background
• Read any printed information to the student
• Confidence
• Use graphics, pictures and colour coding
instead of, or to support, text
• Offer to write down, or have someone else
write, oral responses given by the candidate
• Ensure that the time available to complete
the assessment, takes account of the
student’s needs
• Make sure font size is not too small
• Assessor should refer to the student’s
• Educational background
Age experience
• Age of the assessor
• Ensure that the time available to complete
• Limited study skills
the assessment takes account of the
student’s needs
• Reading • Discuss with the student their previous
• Writing learning experience
Educational • Numeracy • Ensure learning and assessment methods
background • Limited study skills meet the learner’s individual need
and /or learning
strategies
Disability • Speaking • Identify the Issues
• Reading • Create a climate of support & ensure access

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• Writing • Appropriately structured assessment

• Numeracy • Using other’s expertise
• Learning Strategies

An individual’s access to the assessment process should not be adversely affected by

restrictions placed on the location or context of assessment beyond the requirements
specified in the training package. Reasonable adjustments can be made to ensure equity
in assessment for people with disabilities. Adjustments include any changes to the
assessment process or context that meet the individual needs of the person with a
disability, but do not change competency outcomes.

When assessing people with disabilities, trainer/assessors are encouraged to apply good
practice assessment methods with sensitivity and flexibility.

The assessment process must:

 Provide for valid, reliable, flexible and fair assessment
 Provide for judgement to be made on the basis of sufficient evidence
 Offer valid, authentic and current evidence

Access and Equity

Please speak to your trainer/assessor if you require assistance with any access and equity
concerns you may have.

Recognition of Prior Learning

If you can demonstrate that you have the skills and knowledge within this unit, you
should speak to your trainer/assessor about this and apply for recognition of prior
learning

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ASSESSMENTS
There are two (2) forms of assessment or evidence gathering methods for this unit of
competency. Students are required to submit them both.

1. Written Questions
This assessment consists of 5 questions to assess the student’s knowledge required to
undertake the processes to complete project work. Students must answer all questions.
Most questions require short answers although some questions require a more detailed
response. Students must submit typed responses. This is an open book assessment.
Students can use various sources of information including learning workbooks, other
documents and the internet, however, they must correctly cite their sources.

Your will advise students when this assessment will be held.

2. Project
This is a major project in five parts in which students are to participate in the
management of a project. Students will be given choice of a real project to manage such
as a charity raising function or a student event.
Students are to organise and manage this as a proper project with a project plan, budget,
record keeping, meetings and reports.

In order to do this, they will need to form a team of 6 - 8 classmates who will form the
Project Management Committee (PMC) and will meet together at various stages
throughout the project.

Students should take it in turns to chair the meetings and lead group discussions. They
will all write up the project documentation.

Important: students will work as a team to manage the project and make decisions about
the project plan, the progress report and the final report. However, each person must
complete and submit the written tasks individually for the purpose of assessment.

There may be some ‘doubling up’ and similarity between documents submitted, given the
group consultation, but it is important that individually, students complete each of the
written tasks of the project.

Where students have to compile a group report or document, they should take it in turns
to do this. They should identify who did the final compilation and write up.

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As this is a real project it will take place over a period of time. The final assessment will
therefore take place at a significant period after commencement.

You trainer will advise students of timelines for reports and final completion of the
project.

Note: It is suggested that the meeting components of this project may be assessed
holistically with the unit, BSBADM502 Manage meetings.

Required documents and equipment:

 office equipment
 business technology

STUDENT ASSESSMENT INSTRUCTIONS

To demonstrate your competency in this unit you must successfully complete both theory
and practical assessment tasks. The practical assessments will be conducted at a date
and place to be advised by your Trainer/Assessor.

All questions must be answered correctly for each assessment task to be completed
satisfactorily. There is no restriction on the length of the question responses, or time
restriction in completing the assessment.

You must complete all questions unassisted by the assessor or other personnel but may
refer to reference material as needed.

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ASSESSMENT 1 – WRITTEN QUESTIONS

Instructions
This assessment consists of 5 written questions and tasks. You must complete them all.

Carefully read and answer the following questions by writing a response for each question
or completing the tasks. Most are short answer questions though some require a more
detailed response. You may use dot points where appropriate. You may use reference
material to assist you such as your workbook and the internet, but you must correctly cite
your sources.

Questions
Question 1
(a) Give three (3) examples of project management tools.

(b) Give two (2) examples of software applications

(c) Explain how using project management tools contribute to a project.

Question 2
List the relevant documentation and sources of information commonly used in defining
the parameters of a project. List at least five (5).

Question 3
Briefly explain how each of the following procedures and processes of a business would
affect the management of a project.

Procedure Effect on the management of a project

lines of authority and
approvals
quality assurance

human resources

budgets and finance

recordkeeping

reporting requirements

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Question 4
Match the following process for identifying and managing risk in a project with the
correct procedure. Write the correct letter next to the procedure.

Process Procedure Letter

An Identifying risk identifying and rating the severity of
controls consequence should the hazard occur

B Risk identification assessing the risks to ascertain what level of

response is required. Includes making a
judgement of likelihood and severity

C Risk prioritising determining which risks require immediate

attention based on the severity of the
consequence and the likelihood of it occurring

D Risk assessment deciding what controls need to be put in place

to regarding how the situation will be prevented
or handled

E Likelihood rating identifying potential risks

F Consequence rating determining the likelihood of a risk occurring

G Hazard assessment Identifying anything that has the potential to

cause injury or harm to life, health, property or
the environment

Question 5
In your own words, describe how the following types of the legislation, regulations and
codes affect the management of your project. The first example is done for you.

Legislation Description of how it affects management of the project

(a) Due Diligence This means that each person working on the project has a
duty to ensure that they do not engage in any actions that
might harm themselves or others.
(b) Fair trade or
consumer protection
legislation
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(c) Environmental Laws

(d) Privacy Law

(d) Work Health and

Safety legislation

(e) Council regulations

(f) PMI Code of Ethics &

Professional Conduct

(g) Australian Taxation

legislation

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To be completed by the assessor

ASSESSMENT 2: PROJECT
Overview

For this assessment, you are required to contribute to organisational development for a
business or specific business unit or area. You must demonstrate your ability to:
1. define project
2. develop project plan
3. administer and monitor project
4. finalise project
5. review project.

In order to complete this assessment, you must:

 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
 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
 consult and communicate with relevant stakeholders to generate input and
engagement in planning, implementing and reviewing the project
 provide support to team members to enable them to achieve deliverables and
to transition them as appropriate at completion of the project
 finalise the project including documentation, signoffs and reporting
 review and document the project outcomes.

This is a major project in five parts each with separate tasks. You must complete them
all. Your trainer will advise you when each part of the project is due and by when the
project must be completed.

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Scenario
You are to work on a project with a group of colleagues to organise an event in several
weeks’ time. It may be a social, sporting or charity event. You may choose the type of
event you prefer. Examples are:
 A ‘multicultural day’ where people bring food and music from their own culture
 End of term celebration party
 A picnic
 A fete
 Excursion to attend a sporting event
 Activity eg golf, bowling
 Excursion to interesting place or tourism site
 Raising funds for a charity
 Conference or forum on topical subject

You will organise and manage this as a proper project with a project plan, budget,
record keeping, meetings and reports. There will be a lot of work involved so keep it
simple!

In order to do this, you will need to form a team of 6 - 8 your classmates. You will form
the Project Management Committee (PMC) and will meet together at various stages
throughout the project.

You should take it in turns to chair the meetings and lead group discussions. You will all
write up the project documentation.

Important: You will work as a team to manage the project and make decisions about
the project plan, the progress report and the final report. However, each person
must complete and submit the written tasks individually for the purpose of
assessment.

There may be some ‘doubling up’ but it is important that individually, you complete
each of the written tasks of the project.

Where you have to compile a group report or document, you should take it in turns
to do this. You can identify who did the final compilation and write up.

Tasks
Part A: Defining the project

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1.You first need to start by deciding on the nature of the project. You then need to
carefully define the parameters (scope) of the project. Meet with your PMC to
discuss ideas and make a decision.

You then need to write a project brief in which you include:

 name of the organisation or project group
 a description of the type of activities the project will involve
 the project objectives/goals (in a few sentences or bullet points)
 project stakeholders, including own responsibilities
 resource requirements
 pertinent information you know already eg type of event, date of event if
known, location of event.

2. You must now seek clarification from the delegating authority about issues related
to the project and the project parameters. Submit the project brief to your trainer
who will act as the authorising body, and hold a discussion in which you:
 explain the project concept, the parameters eg who will be involved, who will
fund it.
 clarify the relationship of this project to other projects and to the college’s
missions, goals and objectives eg holding a wild party at the college or raising
funds for your own profit may not be approved! You also don’t want to
arrange an event on the same day as an exam.
 Alternatively, running a multicultural day may be in line with the college’s
policy and goals of inclusiveness and tolerance.
If necessary, adjust your project brief to address any ideas or concerns that your
trainer raises.
Each person must write up the final brief.

3. Identify the project stakeholders. Include those on the PMC and others you will need
to contact and deal with during the project. Work out the role of each person in the
project eg planning and organising, contributing information or resources, attending
the event, and also their stake in the process eg contributing funds, participating in
event

Use the template below, or similar tool. Each person should independently complete
the table and then meet with the PMC to agree on the document.

Table of stakeholders (template)

Stakeholder Internal / Role in project Stake in process

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External

4. Identify the limits of responsibility of people on the PMC and your reporting
requirements eg can anyone go and purchase items? who needs to sign off
purchases? Does your trainer need to approve anything within the project? How
often do you need to report to the trainer?

Part B – Developing the project plan

You now need to plan the project and develop a project plan based on your project
brief. Hold meetings to consult your PMC team members and take their views into
account in planning the project. Document the minutes and outcomes.

1. Start by investigating suitable project management tools that you can use eg a
suitable software program, a spreadsheet or a simple table in Word.

Make sure that you include an overall project plan with timelines and milestones for
each goal.

Your plan must contain:

 deliverables
 work breakdown
 budget and allocation of resources
 timelines
 risk management
 recordkeeping and reporting

2. Now identify the actions that need to happen to meet your project goals. List them
in an action plan and then allocate who will be responsible. Allocate who will be
responsible for different tasks and writing up final documents. Be sure to allocate
tasks fairly.

Also include what resources will be required and anyone else you need to involve eg
if you want to hold an event in a local park or on the beach, you will need to get
permission from the local council. You can use the template below if you like.

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Consider all aspects of the project: personnel, transport, security, resources, who
will be involved etc

Task or Responsible Resources Other Expected Timeframe

action team required personnel outcomes or deadline
member involved (milestones)

3. As part of the project plan, you are required to develop a risk management plan,
including addressing Work Health and Safety (WHS) requirements.

For the project you have chosen, you need to undertake a risk analysis, looking at all
the internal and external environmental factors associated with the project eg What
if it rains?

What if tasks are behind? What if someone is sick? What if you cannot get the
resources you need?

(a) Brainstorm all the possible risks as a group.

Think about security. What if gate crashers come to your event? Will there be
enough room for the attendees in the venue you have selected?

(b) Look at your WHS requirements. What are your obligations? For example, will there
be any risky activities? What about manual handling?

(c) Now, using suitable risk management tools, rate and prioritise the risks and identify
how you will ‘treat’ or address these risks. You can use the templates below.

Risk Assessment table - You need to develop a report for your stakeholders. Develop a
risk assessment plan in the form of a table with the headings as described below:
 Likelihood – for each risk, assess the likelihood of the risk occurring.
 Consequence – for each risk, assess the consequence of the risk occurring.
 Priorities – use a risk calculation table to assist in prioritising the risks.
 Options – for each prioritised risk, outline at least two (2) suitable options for
treating the risk.

For your risk calculation, you can use a Risk and Consequence table like the sample
format shown below or similar. You must also include the Consequence Criteria

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appropriate for your project (financial, health, etc). You need to rate each risk
identified.

Risk Management Plan (template)

Risk Assess Risk Controls Monitoring Timelines Responsible
(L, M,
H, E)

4. You now must develop a budget for the project. Consider and list all costs and how
the project will be funded. look at costs, eg:
 Supplies
 Equipment
 Travel
 Contracts / consultation

Look at potential income eg:

 sponsorships
 ticket purchase
 contributions

Each person should draft the budget and then you should meet with the team to agree
and finalise it.

5. Now, finalise the project plan. Discuss at a meeting and ask questions such as:
 is each step of the plan clear?
 Is there a clear starting point for the project?
 Are all the components listed?
 Is all the work needed to complete the project completed?
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 Have the necessary resources been identified?

 Has a realistic and accurate budget been included?
 Have all team members been consulted for their ideas and suggestions?
 Does the plan represent the best way of bringing the project to fruition?

Take on board any changes and individually, make a final copy of the plan.

6. Get final approval from your trainer who will act as Company Manager and any
other approvals you need.

Part C – Administering and monitoring the project

1. Once you have finalised your project plan, you need to make sure that each person
on the PMC is clear about their responsibilities. Go through the action plan and:
 Check that each person is clear about what they have to do and when it needs
to occur
 Check if any team members need any support for any of their tasks to avoid
delays and problems with quality of the project outcomes
 Modify the plan as needed.

2. Establish and maintain the recordkeeping systems you need throughout the project
i.e.
list the documents and records you need to complete

Each person should keep records for their task in the project i.e. what they have spent
or need to spend, the time they are spending and what they have completed.

For the purpose of assessment, each person should collect their own records and
submit them later.

For the purpose of completing the project, they should bring them to the meetings so
you can compile a consolidated record which can be sent to your trainer when a
progress report is requested.

3. You can now go ahead with the project, with each person completing their allocated
tasks.

4. During the period of working to complete the project you must do another risk
assessment. You can do this as a group with each person contributing. As a group,
discuss any issues that have arisen and how you will deal with them eg unexpected
weather, no one attending, someone ill, behind schedule, natural disasters.
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5. Halfway through the project, you need to complete a progress report. Each person
will write a progress report on their area of responsibility including, completion
within milestones, changes, compliance with budget. Set up the progress report to
include:
 Date
 Name of project
 Project team
 Summary of achievement
 Difficulties and proposed solutions
 What has changed in the plan
 Any assistance needed
 Whether or not progressing on time
 Whether or not it is progressing within budget
 Whether resources being used as expected
 Any items outstanding?
 You can then finalise the report as a group.

Part D – Finalising the project

1. During the project, you need to make sure that you are completing the
documentation, in particular, the financial records. Each person should keep their
own records and then compile a joint record at the next meeting.

2. Once you have completed the project and held the event, you need to finalise the
financial recordkeeping associated with the project and check for accuracy:

3. As a group, complete the project documentation and obtain necessary signoffs for
concluding the project, in particular the financial records,

4. Identify if there are any further actions to be completed eg make sure you have
paid any bills due like sending money raised to charity. Do you want to promote
the event, for example, by posting photos on the web or in the college?

5. Thank anyone involved in the project including stakeholders, sponsors,

contributors. And finally, don’t forget to congratulate yourself on a job well done!

Part E – Reviewing the project

1. Once the project is completed, you need to hold another meeting to review the
project. At the meeting:
 Review project outcomes and processes against the project scope and plan
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 Involve all team members in the project review

 Discuss what went well and what could have been improved.

2. You now need to do a final report in which you document lessons learned from the
project and report it to your trainer.

You should write the report in formal report format including each of the following:

Executive summary:
o Date
o Name of project
o Project team
o Project goals

Project performance including:

o Lessons learned
o Areas for improvement
o Did project meet goals?
o Were problems handled properly?
o Successes and what went well
o What could have been done better?
o Suggestions for next time

Conclusion

Recommendations
Appendices:
o List of PMC members
o List of stakeholders
o Anything else eg highlights photos

Note: Each person should first compile the final report and submit it in draft to their
trainer. You will then meet to finalise the report with the group and will also
submit the final report to your trainer. The report should be 2 – 3 pages, plus any
attachments.

Submission Requirements
You must submit a portfolio of documents including:
 The original brief - developed by you

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 Final project brief - agreed on by PMC

 Risk management plan – developed as a group with your input
 Budget you developed
 Final budget – agreed on by PMC
 Action plan
 Project plan – compiled by PMC with your input
 Authorisation – by trainer
 Minutes and notes of meetings – written by you
 Records you kept for your component (allocated tasks)
 Records the group agreed on and completed
 Progress report- completed by you
 Progress report – finalised by PMC
 Financial records you have completed
 Draft final report - developed by you
 Final Report – finalised by PMC

Assessment Criteria
You will be assessed against the criteria in the following Marking Checklist.

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Assessment 2: Project
MARKING CHECKLIST
Student Name:
Student’s ID
Assessor Name:
Unit of competency: BSBPMG522 Undertake project work
Did the student satisfactorily: Yes No Comments
Part A: Define the project
Write a project brief which includes:
 name of the organisation or project
group
 a description of the type of activities
the project will involve
 the project objectives/goals (in a
few sentences or bullet points)
 project stakeholders, including own
responsibilities
 resource requirements
 other pertinent information?
Seek clarification from the delegating
authority about issues related to the project
and the project parameters, including:
 explain the project concept, the
parameters and
 clarify the relationship of this project
to other projects and to the college’s
missions, goals and objectives?
If necessary, adjust the project brief to
address any ideas or concerns raised by the
authority?
Identify the project stakeholders and
identify the role of each on the project?

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Identify the limits of responsibility of

people on the PMC and reporting
requirements?
Part B – Develop the project plan
Investigate and use suitable project
management tools?
Develop a project plan based on the project
brief in consultation with the PMC, which
includes:
 deliverables
 work breakdown
 budget and allocation of
resources
 timelines
 risk management
 recordkeeping and
reporting?
Develop a risk management plan, using
suitable risk management tools which
includes:
 Identification of risks
 A risk analysis
 Consideration of WHS
requirements
 Identification of how the
risks will be treated?
Develop a budget for the project,
considering costs and how the project will
be funded. look at costs?
Finalise the project plan in consultation
with the PMC, and gain final approval from
the authority (trainer)?

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Take on board any changes and individually,

make a final copy of the plan?
Part C: Administer and monitor the project
Ensure each of project personnel is clear
about responsibilities and whether they
need any support to achieve quality
outcomes?
Modify the plan as needed following
discussion?
Establish and maintain the recordkeeping
systems required throughout the project?
Keep records for own area of responsibility?
Undertake project tasks as allocated?
Undertake a risk assessment and modify
plans as required?
Complete a progress report to include:
 Date
 Name of project
 Project team
 Summary of achievements?
Finalise the report as part of a group?
Part D: Finalise the project
Finalise the financial recordkeeping
associated with the project and check for
accuracy?
Complete the project documentation and
obtain necessary signoffs for concluding the
project?
Identify any further actions to be
completed?
Thank anyone involved in the project
including stakeholders, sponsors,
contributors?

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Part D: Review and improve policies for sustainability

Review the project in consultation with the
group, including:
 Review project outcomes and
processes against the project scope
and plan
 Involve all team members in the
project review
 Discuss what went well and what
could have been improved?
Write a final report in which lessons
learned from the project are documented?
Write the report of 2 – 3 pages and
structure the report to include:
Executive summary:
 Date
 Name of project
 Project team
 Project goals
Project performance including:
 Lessons learned
 Areas for improvement
 Did project meet goals?
 Were problems handled
properly?
 Successes and what went well
 What could have been done
better?
 Suggestions for next time
Conclusion
Recommendations

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Appendices:
 List of PMC members
 List of stakeholders?
Feedback to student:

Student’s overall
 Satisfactory  Not Satisfactory
performance is:
Is re-assessment required?  Yes  No

Assessor Signature: Date:

Student Signature: Date:

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ASSESSMENT SUMMARY & FEEDBACK

Student Name: Student ID:

Trainer/Assessor’s Date of
Name: Completion:

Unit of Competency: BSBPMG522 Undertake project work

Student Results
Assessments Not
Satisfactory Not Completed
Satisfactory
1. Written Questions
2. Project
Feedback to Student:

Result:  Competent  Not Competent

Is re-assessment  Yes  No
required:

Trainer/Assessor
Date:
Signature:

Student Signature: Date:

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Assessment Cover Sheet

Student Name:

Student ID:

Contact Number:

Email:

Trainer/Assessor Name:

Qualification:

Unit of Competency: BSBPMG522 Undertake project work

☐ 1. Written Questions
Assessment: ☐ 2. Project

Due Date: Date Submitted:

If your assessment is being submitted after the due date, please attach a copy of the written
confirmation of extension received from the Trainer/Assessor.
Declaration: I have read and understood the following information at the
beginning of this assessment (please tick):

☐ General assessment information

☐ Submitting assessments
☐ Assessment results

☐ Plagiarism and referencing

I declare this assessment is my own work and where the work

is of others, I have fully referenced that material.

Name (please print) Signature Date

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Notes

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