Project Management
Fundamentals Short
Course Online
Delivery and
Assessment
Guide
Northern Sydney Institute
School of Business and
Finance
Crows Nest Campus
Delivery and Assessment Guide
Table of Contents
Facilitator and Head Teacher Contact Details ..................................................................................... 3
Unit of Competence: BSBPMG522A Undertake Project Work ............................................................ 3
Elements....................................................................................................................................... 3
Resources ............................................................................................................................................. 4
Delivery Schedule .................................................................................. Error! Bookmark not defined.
Assessment .......................................................................................................................................... 4
Case Study .................................................................................................................................... 5
Assessment Task 1: Define the Project ........................................................................................ 6
Assessment Task 2: Develop a Project Plan ................................................................................. 6
Assessment Task 3: Administering and Monitoring the Project .................................................. 6
Assessment Event 4: Finalising and Reviewing the Project ......................................................... 7
Additional Assessment Information ............................................................................................ 9
Appendix A – Scope Plan.................................................................................................................... 11
Appendix B – Develop the Project Plan ............................................................................................. 13
Schedule ..................................................................................................................................... 13
Risk Register ............................................................................................................................... 14
Project Budget............................................................................................................................ 15
Appendix C – Administer and Monitor the Project ........................................................................... 17
Quality Template........................................................................................................................ 17
Status Report Template ............................................................................................................. 18
Appendix D – Review and Finalise the Project .................................................................................. 20
Lessons Learnt Log ..................................................................................................................... 20
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Facilitator and Head Teacher Contact Details
Facilitator Name: Alison Roberts
Email Address: [email protected]
Other contact details: 9942 0234
Head Teacher Name: Len Koles, Business Services
Email Address: [email protected]
Other contact details: 9942 0095
Unit of Competency: BSBPMG522A Undertake Project Work
Elements
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
project plan
2.1 Develop project plan in line with the project parameters
2.2 Identify and access appropriate project-management tools
2.3 Formulate risk-management plan for project, including work health and
safety (WHS)
2.4 Develop and approve project budget
2.5 Consult team members and take their views into account in planning the
project
2.6 Finalise project plan and gain necessary approvals to commence project
according to documented plan
3. Administer and
monitor
project
3.1 Take action to ensure project team members are clear about their
responsibilities and the project requirements
3.2 Provide support for project team members, especially with regard to
specific needs, to ensure that the quality of the expected outcomes of the
project and documented time lines are met
3.3 Establish and maintain required record-keeping systems throughout 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
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Element
Performance Criteria
met
3.7 Achieve project deliverables
4. Finalise project
4.1 Complete financial record keeping associated with project and check for
accuracy
4.2 Ensure transition of staff involved in project to new roles or reassignment
to previous roles
5. Review project
4.3 Complete project documentation and obtain necessary sign-offs for
concluding 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
For more information refer to the Unit of Competency on the Training.Gov.Au website.
Resources
The following resources are required for this unit:
Resource
Additional Information
Learner Guide
BSBPMG522A Learning Guide produced by TAFE NSI School of Business and
Finance
Chapter 13:
Management
Strategies and Skills
(OPTIONAL)
Judith Dwyer and Nicole Hopwood, Management Strategies and Skills, 2nd
Edition, 2013
Assessment
Task Overview
Due Date
Weighting
Unit of Competency
Elements
1. Define the
Project
Your Course end date
Satisfactory/Not Yet
Satisfactory
1
2. Develop a
project plan
Your Course end date
Satisfactory/Not Yet
Satisfactory
2, 1.6
3. Administer and
monitor the
Your Course end date
Satisfactory/Not Yet
Satisfactory
3, 1.4
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Task Overview
Due Date
Weighting
Unit of Competency
Elements
Your Course end date
Satisfactory/Not Yet
Satisfactory
4 and 5
project
4. Finalise and
review the
project
Student Instructions
Case Study
You can choose one of the following case studies to complete your assignments or you may wish
to discuss another option with your Facilitator - these must be based around a workplace:
Formal Dinner Party

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
You and your business partner own a catering company. You have been employed to cater
for a formal dinner party for 10 people in the client’s home as a special New Year's Eve
celebration.
No expense will be spared however the client has set an upper limit budget of $15,000
including fees and profit.
You will be cooking an elaborate 6 course meal including appetizers and a palate refresher
between entree and dessert. There will be a cheese course and fine wines will be chosen to
match each course.
You are responsible for the entire event including food, drink, wait staff and
entertainment. You may even need to hire some table ware and accessories to make the
occasion really special.
Overseas Holiday




You have recently joined a boutique travel agency and, along with another new person,
you have been asked to develop a new product. The product is a small group trip overseas
for Skiing in the USA. It will be for small guided groups, with 1 guide and 12 participants
(no children). The expected duration of the holiday is 3 weeks.
The idea is to make it a premium experience with no expense spared.
This is the first time your company has offered skiing trips to the USA so you will need to
research and contract suppliers.
Your budget to develop this product is $40,000.
Small Kitchen Renovation



You and your business partner own a kitchen renovation company. You have been
contracted by a client to renovate their kitchen, it is very old and needs to be gutted and
refitted.
Your client has a budget of $50,000 including appliances, fees and profit.
You will need to provide alternate cooking facilities for the client whilst the renovation in
underway.
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For all of the above Case Studies consider yourself the Project Manager.
Assessment Task 1: Define the Project
1. As part of your initial assessment of this project, you prepare a project scope plan using the
template in Appendix A.
2. List any questions that will enable you to clarify the project parameters (e.g. scope, time, costs,
quality, resourcing, risks, legislation, procurement, reporting).
3. Provide an organisational/project structure chart including all stakeholders and the lines of
authority.
Assessment Task 2: Develop a Project Plan
1. You need to consult with the project team and the client when planning the project. List the
aspects on which you would consult the project team including who you would consult.
2. What legislation will you need to be aware of when undertaking the project? Give examples.
3. You must now create a project plan including a schedule, budget and risks. A template is
provided in Appendix B. In addition you need to provide:
 a documented work breakdown structure
 a Gantt chart (there are many free Gantt chart tools on the Internet or this may be hand
drawn)
 the roles and responsibilities of the Project team.
4. Explain how you would obtain approval of your project plan and from whom.
Assessment Task 3: Administering and Monitoring the Project
1. To maintain and improve the progress of the project all stakeholders must be aware of their
responsibilities and the tasks assigned to them. Discuss the tools and techniques you will use
to ensure that this occurs.
2. List the concerns of the project team in this phase of the project and your plans to address
these concerns. At least one concern should be with respect to achieving timelines and
another with respect to achieving quality.
3. To reduce the risk of the project going overtime or over budget due to unforseen problems
you need to design and document the project control processes. You need to include the
relevant stakeholders, what they need to do at each step and when as well as required record
keeping for managing project:
 scope
 time
 costs
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


resources (human and non-human)
quality – use the Quality template in Appendix C.
risks.
4. Provide an example Status Report to keep your stakeholders informed of the project progress.
Use the Status Report template provided in Appendix C.
Assessment Task 4: Finalising and Reviewing the Project
1. What financial documentation do you need to complete? What financial records will be
important to archive?
2. Explain the process you will use to reassign the project’s human resources now that the
project is complete.
3. Explain how you will obtain client/stakeholder acceptance now that the project is complete.
4. Create a project checklist that allows you to verify the actual project outcomes achieved
against the outcomes as stated in the project scope and project plan. Fill this out – would your
project be considered successful?
5. You have decided to try to involve the project team members and client in the project review
process.
 Who should be involved?
 What input might they be able to provide?
 How will you involve them?
6. What lessons have you learnt during the course of this project? Identify the key lessons and
suggest how you would change your approach for your next project. Use the Lessons Learnt
Log provided in Appendix D.
Criteria for performance level grading
Listed below are the criteria for achieving a competent grade.



Demonstrated understanding about how the project deliverables relate to the client’s
(organisation’s) mission, goals, objectives and operations
Application of the relevant legislation: including: standards and legislation, antidiscrimination legislation, codes of practice, environmental issues, ethical principles, WHS,
privacy laws to the project
A documented project plan for a work-based project that includes:
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
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
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

o a clear scope of work with measurable objectives and outcomes,
o details of how the project will be managed and monitored including scope change
control,
o project resources including roles and responsibilities with the lines of authority and
approval processes
o stakeholder management and communication
o time lines, work breakdown structure, Gantt Chart
o budget and financial management
o risk management and
o quality management
A documented comprehensive status report for the project
A description of the activities undertaken to lead and manage the project team to deliver
the project outcomes
A description of the activities required to transition any staff at the completion of the
project
A description of the activities undertaken to obtain the client’s acceptance that the project
is complete
A completed checklist of activities used to verify that actual project outcomes have been
achieved against the outcomes stated in the project scope and plan
A description of the activities required to close both the project financial activities and the
project itself
A description of the activities undertaken to review the project process including the
lessons learned and how they can be used in future projects.
Assessor Instructions
Assessment Tasks 1-4 require the student to submit evidence in a project to demonstrate that
student has the knowledge, skills and experience to undertake project work.
The assessor:






assesses each student’s work to ensure that their work satisfies the performance criteria for
competency listed above in Assessment Tasks 1-5
completes each student’s assessment within 2 weeks of submission
provides feedback as required about the student’s work overall and/or individual task
elements in writing
requests each student to resubmit their work or components of their work to satisfy the
performance criteria for competency as soon as possible after each assessment
notifies each student that they are competent/not yet competent in writing
record each student’s results in CLAMS.
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Additional Assessment Information
Finding out
results
Other than from your teacher, unit results may also be accessed using your log-on
to Student e-Services. You should have received information about how to register
for Student e-Services when you enrolled.
Dispute of
Mark/grade
If you do not agree with the mark/grade given for your assessment, you may
appeal the assessment decision. You should first discuss the assessment result with
your teacher. If you are not satisfied with the outcome of that discussion you can
access the appeal process through the staff in the campus administration office.
Reasonable
Adjustment
If you have a permanent or temporary condition that may prevent you successfully
completing the assessment task(s) you should immediately talk with your teacher
about ‘reasonable adjustment’. This is the adjustment of the way you are assessed
to take into account your condition and may include providing a support person or
extra time. The assessment criteria cannot be altered.
Recognition
of Prior
Learning
(RPL)
All TAFE students are eligible to apply for credit for previous formal, informal and
non-formal learning. Refer to the Training and Education Support website for
information about Credit pathways (Articulation, Credit transfer and Recognition of
Prior Learning (RPL). There is also a brochure widely available throughout the
campus on RPL.
Each case of student absence from an assessment event, or late submission of an
assessment event, will be considered by the teacher on an individual basis.
Students should endeavour to notify their teacher in advance where an absence
will prevent them from attending, or submitting, a planned assessment event (e.g.
class test, presentation, project, report, portfolio or assignment). Unexpected
absence and/or late submission due to illness, work commitments and/or other
unforeseen misadventure MUST be supported by documented evidence (e.g.
medical certificate, statements from employers etc.). If you fail to adequately
notify and/or explain your absence/late submission penalties may apply as follows:
1. If a student is late handing in an assessment event the following penalties
may apply:
a. Penalty A – if the assessment event is up to 7 days late the total
mark is reduced by 15% OR the grade is reduced by one level, for
example reducing a Distinction to a Credit or a submission may be
eligible for a Pass grade only. Note: In Pass/Fail (or Ungraded
Competency) units, penalty A will not apply.
b. Penalty B – if the assessment event is more than 7 days late the
mark is reduced to a zero OR the grade is reduced to a Fail/Not
Competent for this event.
2. No penalty will apply if the student has an acceptable reason and
negotiates a new date with the teacher before the original due date, or if it
is not possible, at the first attendance after the event or within 7 days
(whichever is the sooner). The negotiated or revised date will become the
due date and Penalties A or B (see above) will apply if the assessment event
is not submitted by the revised due date. If extension is not accepted the
original due date applies and the penalties will be as outlined.
3. If the student does not attend a class test, presentation or other classroom-
Policy on
Late
Assessment
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based assessment event on a negotiated date, Penalty B may apply.
4. Failure in one particular assessment event may not necessarily mean a Fail
in the unit. Is there a penalty for late submission of assessment tasks?
What is the procedure if a student is absent on the day of an assessment
event? For information about assessment in TAFE please see "Every
Student's Guide to Assessment in TAFE NSW" which was offered at
enrolment and is available on the TAFE internet site at:
https://www.tafensw.edu.au/courses/expectations/assets/pdf/assessment
_guide.pdf
Policy on
Plagiarism
Definition: Plagiarism involves using the work of another person and presenting it
as your own.
A STUDENT WILL BE GUILTY OF PLAGIARISM if they do any of the following in an
assignment, or in any piece of work which is to be assessed, without clearly
acknowledging their source(s) for each quotation or piece of borrowed material:
a) copying out part (s) of any document or audio-visual material,
including computer–based material;
b) using or extracting another person’s concepts, experimental results,
or conclusions;
c) summarising another person’s work;
d) in an assignment where there was collaborative preparatory work,
submitting substantially the same final version of any material as
another student.
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Appendix A – Scope Plan
Project Name
Project No:
Project Manager
Start date
Background data:
<The reason the project is being undertaken/trigger>
Problem/opportunity
Organisation and
Project objectives
<Measureable outcomes set at project beginning that can be reviewed at the
end of the project to see if they were achieved. Specify relationship to the
organisations objectives>
Project deliverables
<A verifiable result which is required to be produced by the project>
In Scope
<The work to be performed to deliver a product, service or result>
Out of Scope
<The work not to be performed to deliver a product, service or result>
Project constraints
< Limiting factor that affects the project>
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Assumptions
<A factor in the planning process that is considered to be true even though it
cannot be verified>
Proposed high-level
project timeline
Phase
<Phase Name>
Dates
<DD/MM/YYYY>
Notes
Proposed high-level
budget (costs and
human resources)
Contract statement
<This will include the names of those authorised to initiate contract work, sign
contracts and completion acceptances. It also includes any contractual
limitations and penalty statements for possible contract variations. (Variations
and penalties apply equally to the client and providers.)>
Stakeholders and
title
<Stakeholders are any individuals, group or organisations that have interest or
are affected by the project>
Prepared by:
Date:
Approved by:
Date
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Appendix B – Develop the Project Plan
Schedule
Task No
Phases/ Task /
Milestones
Duration
<Unique
identified>
<A clear description
of the phase,
milestone or task to
be undertaken. Tip –
use verbs for tasks>
<Length of
time given
the resources
assigned>
Start Date
(based on
elapsed)
<DD/MM/YY>
Finish Date
(based on
elapsed)
<DD/MM/YY>
Sequence/predecessors
Resources
<Task No of the task
preceding this one>
<Human resource required and
any major non-human
resources>
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Task No
Phases/ Task /
Milestones
Duration
Start Date
(based on
elapsed)
Finish Date
(based on
elapsed)
Sequence/predecessors
Resources
Risk Register
Risk No
<Unique Identifier>
Risk Description
<A description of the uncertain
event, this may include a work
health and safety risk>
Risk Priority
<Rating of likelihood and
impact as well as overall rating
– use table provided above>
Risk Mitigation Strategy
<Transfer, avoid, accept or mitigate – negative
risks. Exploit enhance, share, accept – positive
risks. Provide a description of the strategy>
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Risk No
Risk Description
Risk Priority
Risk Mitigation Strategy
Project Budget
Category
Item
<e.g.: Labour, Materials,
Equipment etc>
<Budgeted item>
Quantity/ number of hours Cost per item or per hour
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Total cost
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Category
Item
Quantity/ number of hours Cost per item or per hour
Total:
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Total cost
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Appendix C – Administer and Monitor the Project
Quality Template
Project
Deliverable
Standards or Requirements
Quality Assurance
Quality Control
<e.g.: Bathroom>
<ISO standards,
organizational standards or
client requirements in terms
of quality>
<Process to ensure quality is
included in the design and build
processes>
<Process to check for quality
on completion>
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Responsible person
Delivery and Assessment Guide
Status Report Template
Project Title: <Title>
Date and reporting period: <DD/MM/YYYY> reporting for <Month/Week etc>
Author: <Author>
Traffic light: <Red/orange/green>
Accomplishments since the last report
(Deliverables completed, milestones attained, decisions made, issues resolved)
Date Due
Date Completed
<DD/MM/YYYY> <DD/MM/YYYY>
Deliverable, milestones, decision or issue
<Description of what was achieved – as per project plan>
Upcoming activities
(What the team must focus on achieving throughout the next reporting period)
Date Due
Tasks
<DD/MM/YYYY> <What is due to be completed in the upcoming period>
Costs
Budgeted to date
$<9999999>
Actuals to date
$<9999999>
Comments
<Reason for any variances>
Summary of issues and variations
Issue/Change
Description
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No:
<Number>
<Summary description of any issues or change requests>
Other Comments
<Any other information that should be reported to stakeholders>
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Appendix D – Review and Finalise the Project
Lessons Learnt Log
Date
Description
<DD/MM/YYYY> <Description of the positive or negative lessons learnt
from this project>
Recommended Action
Raised By
<What action should be taken next time to either
ensure this happens again (positive lesson) or
does not happen again (negative lesson)>.
<Raised by>
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