Assessment Cover Page

BSBPMG522 Undertake project work

Student Declaration
To be filled out and submitted with assessment responses
◻ I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded with any
other student(s).
◻ I understand that if I If I am found to have plagiarised, cheated or colluded, action will be taken against me
according to the process explained to me.
◻ I have correctly referenced all resources and reference texts throughout these assessment tasks.
◻ I have read and understood the assessment requirements for this unit
◻ I understand the rights to re-assessment
◻ I understand the right to appeal the decisions made in the assessment

Batmunkh Jamsran
Student name

41914
Student ID number

Batmunkh Date:29/02/2020
Student signature

Task 3
Task Number

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 Assessment Task 3 Checklist
Student’s name: Batmunkh
Completed
Did the student: successfully Comments
Yes No
Complete financial recordkeeping associated with project and check for √
accuracy?

● Meet with project team to discuss.

● Submit budget variation report for forwarding to Chief Financial Officer.
● Report free from errors and showing required numeracy to complete task.

Assign staff involved in project to new roles or reassign to previous roles? √

● Meet with project team to assign roles as directed by Operations General
Manager.
● Complete signed role description forms and submit to Operations
General Manager.

Complete project documentation and obtain any necessary sign offs for √
concluding project?

● Submit all project documentation and deliverables for sign-off by

Operations General Manager:
○ budget variation report for sign-off
○ signed role descriptions for sign-off
○ handover report for sign-off
○ post-project review report.

Review project outcomes and processes against the project scope and plan? √
 Evaluation report should contain:

o review outcomes against objectives, including budgetary

performance
o review team processes
o discuss lessons learned from implementation of project.

Involve team members in the project review? √

 Meet with project team to discuss:
o review outcomes against objectives, including
budgetary performance
o review team processes

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 Student’s name: Batmunkh
Completed
Did the student: successfully Comments
Yes No

o discuss lessons learned from implementation of

project.

Document lessons learned from the project and report within the √
organisation?
 Submit post-project review report to Operations General
Manager for forwarding to stakeholders.
 Post-project review report should contain:
o a review of outcomes against objectives, including
budgetary performance
o a review of team processes
o discussion of lessons learned from implementation of
project
o discussion of project management tools used,
evaluation of their contribution to the project and
recommendations of future alternatives where
applicable.

Task Outcome: Satisfactory  Not Satisfactory 

Assessor signature:

Assessor name:

Date:

1. Budget variation report

Income Budget Actual %variation

$500 12.5%
Project sponsor, technical expert $4000 $4500
$500 12.5%
All reasonable resources [meeting $5500 $6000
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 room access, computer, software,
template, paper and
telecommunication costs]
$2000
$1000 100%
Poster, promotional materials $1000
$12500
Contingency (+10%) $200 1,19%
$10500

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 Total Income $2200 1,19%
$11550 $13750
Project Title: Building customer goodwill and satisfaction Project Client: Kim Date: 22/02/2020
Sweeney
Project Sponsor: Peter Mitchell Project Manager: Max File Name:
Lionel RoleAndResp.docx

2. Signed role description

Team member Name Role Responsibility Signatures.

Operational General manager. Will
strategically monitor the project, allowing
key employees to work on task to achieve
Kim Sweeney Project client/owner Kim Sweeney
company-wide synergy. Will help clarify
key points in the internal policies and
planning all training required.
Will strategically monitor the project,
Ana Mejia Project manager allowing key employees to work on tasks Ana Mejia
to achieve company-wide synergy.
Plays a key role in the project as it will
Paola Rojas Project sponsor encourage and propagate to every Paola Rojas
company the importance of the project.
Develop and deliver training, poster and
flyers based on WHS, and ethical
Miguel Suarez Program team members Miguel Suarez
premises. Develop and deliver
presentations for employees and clients.
Create videos to illustrate professional
conduct: develop a webpage; design
Violeta Hoyos IT Project assistant Violeta Hoyos
social media approaches and assist with
project management tools.
Project Title: Building customer goodwill and satisfaction Project Client: Kim Sweeney Date:
29/02.2020
Project Sponsor: Peter Mitchell Project Manager: File Name: RoleAndResp.docx Version :2
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 Max Lionel

3. Meeting minutes, agenda

Post-Project Review Meeting –

Topic Speaker Time

Brief overview of project: Project Manager 5 min.

Building customer goodwill and satisfaction
Review by team: All 10 min.

What worked All 10 min.

- Project planning
- Project management M. Lionel
- Project scheduling and tracking K. Sweeny
- Project estimating
- Stakeholder management

What could have gone better All 25 min

- Development approach such as methodology, analysis TBD 5 min.

and design, testing and implement
- Communication (with team, other groups/stakeholders,
sponsor)
- Risk management

Lessons learned All 60 min.

- Set goals and priorities for project

- Be as detailed and organized as possible
- Participation
- Don’t over complicate project
- Set appropriate exceptions and stick to them
- Production and operation support.
Next steps
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All 35 min

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 Include updates for team building and customer service
improvement such as
- Training, documentation
- Technology TBD
- Overall approach to project (i.e. vendor package, staged
implementation, etc.)

Project Title: Building customer goodwill Project Client: Date: 29/02/2020

and satisfactic Version: 2
Kim Sweeney

Project Sponsor: Project Manager: File Name: Page 4 of 10

Mitchel Kim Sweeny Max training

4. Handover Report

Handover Report
Initial overall objectives ● inform agents of legal and ethical obligations (particularly with respect to
WHS and anti-discrimination legislation) and any standards or codes of
conduct followed by the organisation

● promote high standards in professional conduct (see Real Estate

Institute of Victoria (REIV) Code of Conduct and relevant legislation)

● inform clients, tenants and potential tenants of MLR’s commitments

● achieve employee and client buy-in for initiative.

Agreed changes to The initial overall objectives were kept and no change was requested
objectives
Final agreed deliverables
Item Budgeted cost Final cost Schedule Final date
date
25/01/2020 01/02/2020
Project sponsor, technical $4000 $4500
expert
25/01/2020 22/02/2020
All reasonable resources $5500 $6000
[meeting room access,
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 computer, software,
template, paper and
telecommunication costs]
$2000 30/01/2020 22/02/2020
Poster, promotional $1000
materials
$12500 30/01/2020 29/02/2020
Contingency (+10%)
$10500

Total
$11550 $13750
Total
Item Strategy Date logged Date resolved
Research behind schedule The project deadline was 25/01/2020 5/02/2020
increased to meet the
quality standards
Team did not interact well The team manager had a 25/01/2018 5/02/2020
to achieve the objective of meeting with the team,
the project, resulting in where the following actions
delays and poor quality were proposed: - Perform
delivery. as planned in project
management plan;

- Communicate and update

regularly;

- Solve conflicts by
peaceful communication;

- Be honest with each other

and trust each other;

- Perform ethically on this

project;

- Listen to the others

More professional hours The budget was analyzed 25/01/2020 29/02/2020
spent than budget. and adjusted as necessary,
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 after project sponsor and
project manager approval
Presentation were not More time was given to the 25/01/2020 29/02/2020
complete on time team in order to complete
that was expected
Documents attached
No. Title
Copy of flyers and posters N/A
Presentation Max Lionel Realty Informational Program

------------------------------- ------------------------------- -------------------------------

Project Manager Project Sponsor Project Client
Project Title: Building Project Client: Max Lionel Date: 29/02/2020
customer goodwill and Realty
satisfaction
Project Sponsor: Peter Project Manager: Kim File Name: RoleAndResp.docx
Mitchell Sweeney

5. Post-project review report

Post-Project Review Report

Name of project: Max Lionel Realty Informational Program

Date and location of meeting:

Names of attendees: CEO Max Lionel, ACE Consultants

1. Overview by Project Manager:

Inform agents of legal and ethical obligation and any standards or codes of conduct followed by the
organisation

Promote high standards in professional conduct

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 Inform clients, tenants and potential tenants of MLR’s commitments

Achieve employee and client buy-in for initiative.

2. Review by team of goals, objectives/deliverables and schedule as outlined in project plan

Engage with customers/build ethical profile:
● Raise organizational profile by 20%
● Improve client satisfaction performance by 25%.

Increase revenues by 20% within the third quarter.

Reduce direct and indirect costs of operations by 10%.

Engage workers with strategic goals of business and support professional development in line with
strategic goals. (Targets to be set by individual managers.)

Improve health of employees (range of specific areas).

Met Missed Partially Comments

met
All None
Project goal/s

Goals of the project have been All None

achieved by everyone. It had been
told again and again. So everyone
knew the goals from the beginning.
Deliverables have been very
organized.
All None
Objectives/deliverables

Success criteria

Schedule
On time
All on schedule

Budget

$15.000

3. What worked well; what could have gone better?

Worked well Could have gone better

Planning had been done in advanced and Employees could have come to work on time instead of
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 everything has gone according to plan. being late by fifteen minutes and half an hour.

Risk management has been spot on. We had a
backup plan in case there was a risk. There
had been a lot of risks and we did cover up all
the risks.
Stakeholder management has been handled
well by the public relations officer. Without his
help, it would not have been able to keep good
relation with all the stake holders.
Communication has been poor among team member.
Team members always got messages late.
Some team members always argued that they had not
been told to do the task properly by the manager. There
have been arguments with the manager.
We had been struggling with resources. At times, we
could not pay our employees for all the hard work they
have done.

4. Lessons learned
Always finish work on time. Managers should be strict with staffs about being late to work. Initiative needs
to be taken and work should not be left at the last minute.

5. Next steps / improvement plans

Hire staffs who are more reliable, who are on time at work and hire staff that would not take a lot of leave
or change jobs frequently.
Project Title: Building customer goodwill and Project Client: Max Date: 29/02/2020
satisfaction Lionel Realty
Project Sponsor: Project Manager: File Name: RoleAndResp.docx Project Sponsor: Peter
Peter Mitchell Kim Sweeney Mitchell

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RTO Provider 91153 - Cricos Code: 02672K

greenwichcollege.edu.au
RTO Provider 91153 - Cricos Code: 02672K

greenwichcollege.edu.au
RTO Provider 91153 - Cricos Code: 02672K

greenwichcollege.edu.au
RTO Provider 91153 - Cricos Code: 02672K

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