delivery and assessment guide - tafe nsw€¦ · web viewdelivery and assessment guide bsbpmg522a...

Project Management Fundamentals Short Course Online

Delivery and Assessment Guide

Northern Sydney Institute School of Business and Finance

Crows Nest Campus


Table of ContentsFacilitator and Head Teacher Contact Details....................................................................................3

Unit of Competence: BSBPMG522A Undertake Project Work...........................................................3

Elements.....................................................................................................................................3

Resources...........................................................................................................................................4

Delivery Schedule...............................................................................................................................4

Assessment........................................................................................................................................ 9

Case Study................................................................................................................................ 10

Assessment Task 1: Define the Project.....................................................................................11

Assessment Task 2: Develop a Project Plan..............................................................................11

Assessment Task 3: Administering and Monitoring the Project...............................................11

Assessment Event 4: Finalising and Reviewing the Project......................................................12

Additional Assessment Information.........................................................................................14

Appendix A – Scope Plan..................................................................................................................17

Appendix B – Develop the Project Plan............................................................................................19

Schedule................................................................................................................................... 19

Risk Register............................................................................................................................. 20

Project Budget..........................................................................................................................21

Appendix C – Administer and Monitor the Project...........................................................................23

Quality Template......................................................................................................................23

Status Report Template............................................................................................................24

Appendix D – Review and Finalise the Project.................................................................................26

Lessons Learnt Log....................................................................................................................26

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of 21 Revision Date: 07/08/2013


Facilitator and Head Teacher Contact DetailsFacilitator 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 documentation1.2 Define project stakeholders1.3 Seek clarification from delegating authority of issues related to project and project parameters1.4 Identify limits of own responsibility and reporting requirements1.5 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 parameters2.2 Identify and access appropriate project-management tools2.3 Formulate risk-management plan for project, including work health and safety (WHS)2.4 Develop and approve project budget2.5 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 requirements3.2 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 met3.3 Establish and maintain required record-keeping systems throughout the project3.4 Implement and monitor plans for managing project finances, resources and quality

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mailto:[email protected]

Delivery and Assessment GuideElement Performance Criteria

3.5 Complete and forward project reports as required to stakeholders3.6 Undertake risk management as required to ensure project outcomes are 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

4.3 Complete project documentation and obtain necessary sign-offs for concluding project

5. Review project 5.1 Review project outcomes and processes against the project scope and plan5.2 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.

ResourcesThe 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


2, 1.6

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http://training.gov.au/TrainingComponentFiles/BSB07/BSBPMG522A_R1.pdf

Delivery and Assessment GuideTask Overview Due Date Weighting Unit of Competency

Elements

3. Administer and monitor the project


3, 1.4

4. Finalise and review the project


4 and 5

Student Instructions

Case StudyYou 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

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.

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Delivery and Assessment Guide 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.

For all of the above Case Studies consider yourself the Project Manager.

Assessment Task 1: Define the Project1. 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 Plan1. 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

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Delivery and Assessment Guiderelevant stakeholders, what they need to do at each step and when as well as required record keeping for managing project: scope time costs 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, anti-discrimination 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:

o a clear scope of work with measurable objectives and outcomes,

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Delivery and Assessment Guideo 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 communicationo time lines, work breakdown structure, Gantt Charto 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.

Policy on Late Assessment

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-document.docx


Delivery and Assessment Guidebased 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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https://www.tafensw.edu.au/courses/expectations/assets/pdf/assessment_guide.pdf

https://www.tafensw.edu.au/courses/expectations/assets/pdf/assessment_guide.pdf


Appendix A – Scope Plan

Project Name Project No: Project Manager Start date

Background data: Problem/opportunity

<The reason the project is being undertaken/trigger>

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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Delivery and Assessment GuideAssumptions <A factor in the planning process that is considered to be true even though it

cannot be verified>

Proposed high-level project timeline

Phase Dates Notes<Phase Name> <DD/MM/YYYY>

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 Start Date (based on elapsed)

Finish Date (based on elapsed)

Sequence/predecessors Resources

<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>

<DD/MM/YY> <DD/MM/YY> <Task No of the task preceding this one>

<Human resource required and any major non-human resources>

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Delivery and Assessment GuideTask No Phases/ Task /

MilestonesDuration Start Date

(based on elapsed)

Finish Date (based on elapsed)

Sequence/predecessors Resources

Risk Register

Risk No Risk Description Risk Priority Risk Mitigation Strategy<Unique Identifier> <A description of the uncertain

event, this may include a work health and safety risk>

<Rating of likelihood and impact as well as overall rating – use table provided above>

<Transfer, avoid, accept or mitigate – negative risks. Exploit enhance, share, accept – positive risks. Provide a description of the strategy>

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Delivery and Assessment GuideRisk No Risk Description Risk Priority Risk Mitigation Strategy

Project Budget

Category Item Quantity/ number of hours Cost per item or per hour Total cost

<e.g.: Labour, Materials, Equipment etc>

<Budgeted item>

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Delivery and Assessment GuideCategory Item Quantity/ number of hours Cost per item or per hour Total cost

Total:

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Appendix C – Administer and Monitor the Project

Quality TemplateProject Deliverable

Standards or Requirements Quality Assurance Quality Control Responsible person

<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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Delivery and Assessment GuideProject Deliverable

Standards or Requirements Quality Assurance Quality Control Responsible person

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Status Report TemplateProject 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 Deliverable, milestones, decision or issue<DD/MM/YYYY>

<DD/MM/YYYY> <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>

CostsBudgeted to date Actuals to date Comments$<9999999> $<9999999> <Reason for any variances>

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Delivery and Assessment GuideSummary of issues and variationsIssue/Change No:

Description

<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 LogDate Description Recommended Action Raised By

<DD/MM/YYYY> <Description of the positive or negative lessons learnt from this project>

<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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