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Lonsdale Institute PTY LTD

Assessment Task
BSB61218 Advanced Diploma of Program Management
BSBPMG621 Facilitate stakeholder engagement

Unit Code BSBPMG621


Unit Name Facilitate stakeholder engagement
Assessment Code T1 Due Date 16/08/2020
Student Name MICHAEL JOHAN Student ID LON000072R
CRUZ VERDUGO

Declaration of authenticity

I, the above-named student, confirm that by submitting, or causing the attached


assignment (and any additional attachment associated with it) to be submitted, to
Lonsdale Institute Pty Ltd, I have not plagiarised any other person’s work in this
assignment and except where appropriately acknowledged, this assignment is my own
work, has been expressed in my own words, and has not previously been submitted for
assessment.
I do understand and accept the consequences of academic misconduct according to
Lonsdale’s Policies and Procedures.

ASSESSMENT TASK
This assessment is a portfolio of evidence, designed to assess your ability facilitate
stakeholder engagement.
You are required to:
 Develop a stakeholder register
 Design a communication plan for the program
 Design a stakeholder engagement plan for the program
 Seek agreement on the communication and stakeholder engagement
approaches with pertinent stakeholders
 Provide samples of typical documents that you would develop for stakeholder
engagement plans and communication plans
 Address a case study
TA102 FO Assessment Task Page 1 of 21
TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2) V1 Jan 2019
Lonsdale Institute Pty Ltd
Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD
Assessment Task
BSB61218 Advanced Diploma of Program Management
BSBPMG621 Facilitate stakeholder engagement

To develop your assessment, you can work on either of the following scenarios:
 Scenario 1: Choose an organisation and industry that you are familiar with. You
could choose, for example, an organization you worked for or you work with.
 Scenario 2: Work on Lonsdale Institute. Consider that Lonsdale’s management
hired you to manage a program to assist them with positioning themselves as a
leading private provider of business courses to international students in Australia.
This assessment comprises of the following sections:

Section 1: Stakeholder engagement


Section 2: Communication plan
Section 3: Role play
Section 4: Samples
Section 5: Case study

SECTION 1 – STAKEHOLDER ENGAGEMENT


In this section, you are required to:
 Task 1: Develop a program stakeholder register
 Task 2: Develop a stakeholder engagement plan for the program
TASK 1 – STAKEHOLDER REGISTER
1. Stakeholder register
Address all the following points:
 Develop an introduction to the stakeholder register (Min. 150 words) where
you address:
o How the program stakeholders were identified (internally and externally to the
program)
o How stakeholders were categorised
o How stakeholder analysis was performed (methods)
o How the stakeholder register integrated program stakeholder components (for
example, from all different projects)
o Describe the process for the stakeholder register’s updates
o Describe the process to share the stakeholder register across program teams
(include any process related to confidentiality and/or level of access)
 Design and populate a stakeholder engagement register for your program that
includes the following:
o Category/ID (optional)
o Stakeholder Name
o Role/Position/Department
o Contact Details
o Areas of influence
o Influence/Power
o Interest/Preference
o Program Manager Expectations
o Stakeholder Expectations
TA102 FO Assessment Task Page 2 of 21
TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2) V1 Jan 2019
Lonsdale Institute Pty Ltd
Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD
Assessment Task
BSB61218 Advanced Diploma of Program Management
BSBPMG621 Facilitate stakeholder engagement

o Readiness for Change


o Information requirements
o Communication Needs
If you submit the register in a separate file, name the file BSBPMG621_T1_stakeholder
register.

Corporate social responsibility can be considered by some people as an aspect


associated with social benefit or as part of the commercial strategy of a company,
however, the global economy where the companies are inserted, added to the power
they have acquired in recent years important groups of interest, has now led to mega
projects of millionaire investments and approved from the legal-technical perspective
cannot be implemented, the former product of stakeholders that during the process of
evaluation of the project were not visualized, minus their level of impact or influence on
the materialization of the project. Depending on what previously expressed, the need
arises to carry out a detailed evaluation of the stakeholders associated with the project,
in order to ensure a successful process during the implementation and corresponding
operation.
Make the identification of the stakeholders through the use of a map, allowing me to
formulate and implement strategies and decisions that satisfy all or most of the
stakeholders. For the purposes of the project, the following Stakeholders are identified,
expressed in the following scheme:

Employees

Sponsor Customers

Like at Home,
Restaurant
State Competitor
regulators s

Collaborativ
Suppliers
e Alliances

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TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2) V1 Jan 2019
Lonsdale Institute Pty Ltd
Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD
Assessment Task
BSB61218 Advanced Diploma of Program Management
BSBPMG621 Facilitate stakeholder engagement

Stakeholder classification:
 Internal Stakeholders: Sponsor, Employees.

 External Stakeholders: State Regulators, Customers, Competitors, Collaborative


Alliances, Suppliers.
Stakeholders identified and associated with the implementation of the business model:

1. Employees: It is associated with the human capital associated with the business,
which for the purposes of the project is estimated between 15 and 20 people, according
to the stage
or project period.
2. Sponsor: Corresponds mainly to the General Management.

3. Regulators / State: Identified and associated mainly with the regulators that for
purposes of the project are state agencies; Municipality of National Health Service.

4. Suppliers: Inherent to those who provide equipment and insums (perishable and
non-perishable) required for the operation and provision of the service product.

5. Clients: Clients are distinguished from consumers, in some cases they are the
same but in the case of analysis of this chapter they are associated with those
companies with which strategic alliances can be made, such as; companies or tour
operators.

6. Clients (Strategic Allies).

7. Consumers: These are the clients that acquire the services provided in the
restaurant.

8. Competitors: Restaurants inherent to the gastronomy industry identified as direct


competitors.
In order to contextualize the level of relationship and impact on the implementation and
operation of the project, we will use a matrix of Cooperation and Threat.

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TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2) V1 Jan 2019
Lonsdale Institute Pty Ltd
Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD
Assessment Task
BSB61218 Advanced Diploma of Program Management
BSBPMG621 Facilitate stakeholder engagement

TASK 2 – STAKEHOLDER ENGAGEMENT PLAN


1. Stakeholder engagement plan
Develop a stakeholder engagement plan for the program. Use the template below
(help text is provided to guide you).

Purpose The purpose of developing a stakeholder plan is to identify


Provide a brief the influential stakeholders of the program and analyse the
statement to describe level of impact and risk they have in the development of the
the purpose of the project.
plan The stakeholder has become an innovative and strategic
proposal to ensure the success of a project.

Development The first phase will be a group building process, through the
implementation of a focus group, which aims to identify and
Address the classify the stakeholder of the restaurant, this process is
following: obtained as a final product stakeholder record. In this focal
o Describe how group participates the sponsor, the manager of the company.
the stakeholder Below are the activities and products obtained in this focus
engagement plan group session:
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Lonsdale Institute Pty Ltd
Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD
Assessment Task
BSB61218 Advanced Diploma of Program Management
BSBPMG621 Facilitate stakeholder engagement

was developed
o Describe how Activity 1: Induction and Sensitization to Stakeholder
differing Management
stakeholder Activity 2: Mapping of Stakeholders
interests and
Once the stakeholders have been identified and classified,
expectations will be
the second
accommodated
phase will take place, prioritizing them based on three criteria:
ALL points must be a) Prioritization by the Determining Factor, b) Prioritization
addressed (Min. according to the Power / Interest model and c) Priority of the
150 words). Priority. These criteria will serve as an analytical input for the
process of preparing the Stakeholder Management Plan:

Activity 1: Power and Interest Matrix

This phase is carried out with the same representatives


selected in phase one, through the technique of focal groups.

Activity 1: Analysis of the results of Phase 1 and 2

The results obtained from phase 1 and 2 are presented for a


joint analysis of the current situation of the stakeholder

Activity 2 Problem Tree


Activity 3: Tree of Solutions
Activity 4: SWOT in relation to Stakeholder Management
Activity 5: Relationship with the Mission, Vision and objectives
of the organization
Activity 6: Stakeholder Management Plan Proposal

Support and The program manager will make sure that the interested
mitigation parties actively support the program, through an analysis
strategies made of the relationship that the interested parties have with
Address the the Mission, Vision and objectives of the organization. The
following: principal guidelines of the organization (Mission-Vision and
o Describe how the Objectives) will be placed on flipcharts. Then identify and
program place those stakeholder that might be necessary for the
management achievement of these guidelines, with which there is still no
team will ensure relationship.
stakeholders are
Through the prioritization of the stakeholders, the
actively
administrative team will look for ways to improve their
supporting the
communication based on the interests of the stakeholders,
program so that focusing their efforts on maximizing the effectiveness of
any possible commitment in those stakeholders with high power and
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TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2) V1 Jan 2019
Lonsdale Institute Pty Ltd
Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD
Assessment Task
BSB61218 Advanced Diploma of Program Management
BSBPMG621 Facilitate stakeholder engagement

negative impact interest to reach strategic decisions.


can be easily
resolved. Keeping in mind that the clients correspond to one of the
stakeholders with high power, they want to receive from the
o Describe the restaurant a product that has the capacity to satisfy their
approaches that needs (quality, reasonable price, attractiveness, etc.), as well
will be as adequate after-sales services, so they will buy, or stop
implemented by buying, the products that do not suit such needs. In the
the program opposite direction, the organization expects the clients, their
management team suggestions, their loyalty and their trust.
to ensure
On the other hand, it is considered that to increase the value
stakeholders
of the restaurant it is necessary to satisfy the needs of the
remain committed
customers, for which it considers appropriate the following
to the program. actions: (1) understand and approach the customers, that is,
o Establish metrics understand their perception of value; (2)
to measure have a commitment to quality; (3) offer a high level of service;
stakeholder (4) react quickly to threats and competitive opportunities; e (5)
participation and innovate.
effectiveness of Given this, the restaurant must be concerned with the client,
the overall meet their needs, whether verbally expressed or latent,
stakeholder involving them in the definition of new products and treating
engagement plan. each one of them as if it were a unitary market segment,
learning from their business and teaching them the
o Describe the organization, to discover new opportunities to generate value.
strategies that will One of the metrics that will be used to evaluate the
be used by the satisfaction of the interested parties will be counted that will
program be sent by email to the clients after delivering the product.
management
team to minimise
any negative
impacts from
stakeholders
Feedback Taking into account that one of the projects for the
development of this program will be the implementation of a
Describe how the web page and an application that users can install on their
program phones. Through these tools the stakeholders can leave their
management team comments of satisfaction and even recommend and
will gather feedback categorize the restaurant with 1 to 5 stars.
from stakeholders
(specify what type of the administrative assistant will be the person in charge of
reviewing these comments and giving feedback to the people
feedback will be
who comment, it will also be important to also generate alerts
sought, how it will be
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TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2) V1 Jan 2019
Lonsdale Institute Pty Ltd
Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD
Assessment Task
BSB61218 Advanced Diploma of Program Management
BSBPMG621 Facilitate stakeholder engagement

collected, recorded, when the satisfaction comments are negative, for which the
assessed and manager will have the task of establishing a communication
actioned). with the client, with the aim of listening to the why and
probably offer a benefit to improve their perspective of the
restaurant
Updates and The restaurant holds a monthly meeting led by the Quality
sharing Management Area. In this, the monitoring and control of the
stakeholders can be incorporated. For this, the Quality
Describe how the Manager requests, one week in advance, the necessary
plan will be updated information from each management area, for example:
and how it will be
shared across the a) Update of new stakeholders or termination of an alliance
program. with an existing one.
Specify what b) In addition, the progress of the indicators would be
presented quarterly
authority level and
confidentiality and
privacy issues will be
considered to
determine the level of
access that should
be granted to the
stakeholder
engagement plan.

Approval Once the stakeholder management plan is finalized, the


manager, through an internal meeting with the sponsor and
Create a section the coordinators of each area, will discuss the proposal of the
where pertinent Stakeholder Management Plan, for its approval and
stakeholders can implementation, as part of the institutional strategies of the
sign the stakeholder organization.
engagement plan for
approval.

SECTION 2 – COMMUNICATION PLAN


In this section, you are required to develop a communication plan for the program.
1. Communication plan
Develop a communication plan for the program. Use the template below (help text is
provided to guide you).
Purpose The communication plan is a document that collects the policies,
strategies, resources, objectives and communication actions, both
TA102 FO Assessment Task Page 8 of 21
TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2) V1 Jan 2019
Lonsdale Institute Pty Ltd
Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD
Assessment Task
BSB61218 Advanced Diploma of Program Management
BSBPMG621 Facilitate stakeholder engagement

Provide a brief internal and external, that are proposed for the development of the
statement to project. The objective is to have a help to organize the
describe the communication processes and guide the communicative work. In
purpose of the addition to facilitating the orientation and avoiding the dispersion to
plan which the work can take us day by day, the plan promotes the
follow-up and evaluation of these processes, which makes us
continuously question and seek higher quality.
Development To start talking about the management of the communication of the
project we have to start by commenting that the various
Address the communication mechanisms were used, such as informing, formal,
following: external, horizontal and ascending communication. Besides we will
o Describe talk about each one of them, in addition the following process had
how the to be taken into account: First process: creating the
communicati Communications Management Plan which is the framework for all
of the other processes. Second process: Managing
on plan was
Communications, is in the Executing process group and is where
developed
the project manager makes sure that the appropriate stakeholders
(methods) have information that they need to do their project work, to make
o Describe decisions, or simply to be informed of the results of decisions. Last
how process: Controlling the communication in the monitoring &
communicati controlling. It may require an update to the Project Management
on Plan, or even require change requests that need to be evaluated in
approaches the process Perform Integrated Change Control Then the flow
were agreed chart used for this project will be presented:
upon with
pertinent
stakeholder
o What
communicati
on principles
were
considered
when
developing
the plan
(Min. 100
words)

Requirements External communication is identified on two fronts: 1.


Communication with interested parties, defined in the
Address the PROCEDURE FOR THE MANAGEMENT OF INTERESTED
TA102 FO Assessment Task Page 9 of 21
TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2) V1 Jan 2019
Lonsdale Institute Pty Ltd
Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD
Assessment Task
BSB61218 Advanced Diploma of Program Management
BSBPMG621 Facilitate stakeholder engagement

following: PARTIES, which establishes the methodology for meeting


o Describe stakeholder requirements, evaluating the satisfaction of each of
communicati them and receiving and handling complaints. , Suggestions and
on Congratulations.
requirement
s of the 1. Communication of the corporate image and public relations,
program with activities defined in the STRATEGIC
stakeholders COMMUNICATION PLAN (under the responsibility of the
. communication team), to disseminate the progress of the
o Indicate the projects. This project established a model of internal
program communication, being a group of only 4 people, this kind of
team internal communication focuses on human capital, in
members ensuring motivated groups, in an effective and permanent
responsible communication and in strengthening the organizational
for each culture through of channels and tools that support these
communicati purposes. A weekly communication plan was drawn up
on among the members of the team including the PM,
requirement. information that comes from the (needs and / or corporate
o Define the requirements of communication, participation and
type and consultation, awareness and those defined in the Scope, in
format of the addition a plan was drawn up of weekly communication
information between the Project Client, the Stakeholders and the PM, to
needed with guarantee a good data flow and better transmission between
an the interested parties and the developers. For the
assessment development of this platform it was stated that the Product
of the value Owner had a daily verbal communication with the Scrum
of the Master, in addition to a weekly communication with the rest
information. of the team making use of Intranet communication tools,
magnetic media, cell phones and emails. For the
communication between the stakeholders and the PM
(Product Owner) weekly meetings were established, but
nevertheless any requirement or adjustment was transmitted
making use of electronic mail and telephone calls.

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TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2) V1 Jan 2019
Lonsdale Institute Pty Ltd
Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD
Assessment Task
BSB61218 Advanced Diploma of Program Management
BSBPMG621 Facilitate stakeholder engagement

Communication Equipment (all equipment) It manages everything


that corresponds to media, contracting, publishing, execution and
monitoring of the communication. Product Owner In coordination
with the scrum Master they publish on the intranet periodically (at
least once a week) information regarding their respective
processes. Prepares the respective Minutes of all meetings
convened, and communicates documented to the respective,
decisions and / or assignments of responsibilities that have arisen.
Communication team. When the planned communication is
executed and fulfilled, the evaluation defined for each
communication event applies, this is defined according to the
events presented, generally every 15 days. Finally, a Management
Report of the planned and completed communication (of the
biweekly Communication Plan), and its respective effectiveness, is
prepared monthly, with the analysis and action plans proposed and
oriented to an effective communication. The report is sent to
Organizational Management. Assistant Manager of Organizational
Management (PM and Principal Client) Reviews and analyses the
communication report presented every two weeks and generates a
report on the system of Complaints, Claims and Suggestions
managed, evaluating the performance and effectiveness of internal
and external communication. Implementation of improvement
opportunities Business Unit Management It reviews the reports of
the management of the communication, and generates action
plans aimed at increasing the effectiveness of the communications
according to the procedure for the unit of improvement. Finally, the
communication diagram will be shown, between all the parties and
the work team.

TA102 FO Assessment Task Page 11 of 21


TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2) V1 Jan 2019
Lonsdale Institute Pty Ltd
Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD
Assessment Task
BSB61218 Advanced Diploma of Program Management
BSBPMG621 Facilitate stakeholder engagement

Information Let’s begin say that there are a series of characteristics that should
be fulfilled in order for communication to be effective from the point
Address the of view of the needs of project management: The fact of sending a
following: large amount of information to the same person makes it difficult
o Describe for them to focus on what is important and / or affects them, which
what usually leads to confusion. Therefore, it is recommended that
information communications be direct and adjusted to the objective and
needs to be interests of each person. What should not be confused with "skim"
communicat information, since without falling into the excess of information, it is
important to make known the context of the requests or information
ed, content,
that is transmitted, thereby achieving a better understanding of this
format and
information, a greater capacity to contribute and develop the work,
level of and a greater sense of bonding of the interlocutor. Within the limits
detail. of common sense, it is better to transmit small amounts of
o Indicate the information frequently than to communicate a lot at once. This
frequency of makes it easier for the recipient to receive and assimilate this
the information, and their connection to the project is increased. This
information should be done respecting the previous point, which means that
to be we should not "bomb" someone with small amounts of information
provided that does not affect them. Ideally, each person should receive the
o Specify the information they need right when they need it. In practice this is not

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TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2) V1 Jan 2019
Lonsdale Institute Pty Ltd
Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD
Assessment Task
BSB61218 Advanced Diploma of Program Management
BSBPMG621 Facilitate stakeholder engagement

specific possible, but the further we move away from this principle, the
people or more misunderstandings and confusion will be generated within
department the project. Adjusted to the interlocutor. It is not the same to
that will communicate with a member of the project team that belongs to
receive each our organization, with a supplier, with the client, or with the project
type of monitoring committee, so the message, in form and content, must
be adjusted to each receiver. Therefore, we present the types of
information.
communication used in this project. At a general level, we can
Consider how divide the communications developed within the project into four
information may groups, depending on whether it is formal or informal, and internal
vary during the or external.
program life
Formal internal communication
cycle.
It is all communication that takes place within the project team
through formal channels. In general it corresponds to the
distribution of official documentation of the project, or information
related to the objectives of this, which must be considered to
execute the work. The fact of being done through formal channels
allows the registration and subsequent consultation of said
information. The form and channel used to distribute this
information must be consistent with the communication plan of the
project, and in many cases linked to a certain procedure.
Formal external communication
In a similar way to the previous one, it is communication that
develops from the project to the outside (client, address,
stakeholders) through formal channels. This type of
communication is used when you want to record the information
transmitted, either because of its importance, because it affects the
objectives, or because its delivery is part of the scope. As in the
previous case, this should be consistent with the communication
plan of the project, and linked to a specific procedure when
appropriate.
Informal internal / external communication.
It is the most common type of communication within the project,
which allows the team to be integrated, and the best to resolve and
avoid conflicts. Because of its informal nature there is no record of
it, so the project manager must have sufficient criteria to collect
those most important issues that must be formally transmitted. In
many cases we will use informal communication to align or clarify
points of view before formalizing them through formal
communications. An important aspect to consider is the sending of
mails or preliminary documents as informal communication. This is
usual, but we must consider that being a written support can be
considered a formal communication; It would not be the first time
that in front of a conflict appears an email or a document that was
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TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2) V1 Jan 2019
Lonsdale Institute Pty Ltd
Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD
Assessment Task
BSB61218 Advanced Diploma of Program Management
BSBPMG621 Facilitate stakeholder engagement

informal for the issuer but the receiver considered it as formal. In


these cases it is best to clarify the informal nature of the
communication, either in the body of the email or as a note on the
documents.

Medium/Media We detail the media in the following table, as a summary.

Describe the
methods, media
and/or
technology that
will be used in
the
communication
effort.

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TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2) V1 Jan 2019
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Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD
Assessment Task
BSB61218 Advanced Diploma of Program Management
BSBPMG621 Facilitate stakeholder engagement

Escalation Before escalating the matter, the project manager (Esteban


process Gomez) needs to ensure that the necessary analysis and data
gathering is done.
Describe how Here are some ways to effectively use the project escalation
communication mechanism:
issues will be During the initial stages of the project, We created a properly
escalated (for defined, agreed upon escalation matrix with escalation contact
example, from points, escalation paths for different escalation areas and levels.
project team Explicitly document this escalation matrix for the project.
Ensure that the project stakeholders are well aware of the
member to
escalation process – which issues should be raised to whom, and
project manager
within which time frame.
to program Create a project culture where people genuinely believe it’s OK to
manager). escalate the issues timely to the next level of management without
Include a time any fear or aggravating the issue.
frame for issue Arrange a separate meeting or a call or an explicit email to
resolution. A escalate the matter. Keep it focused to the specific issue and make
good way to it only one escalation at a time.
develop this Escalate only to the right stakeholders and do not involve all in the
section is to issue (by cc’ing everyone or by inviting all to the conference call).
assess the Keep the escalation meeting or the call or the email focused on the
communication issue and do not get personal with any remarks on the individual.
Escalate by giving background, highlight correct data, severity of
issue based on
the situation (high/medium/low) and suggested solutions.
the
Document escalation with data points, and mark all necessary
seriousness/gra actions with action-owners. Mark the action owners in the ‘To’ field
vity of the
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TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2) V1 Jan 2019
Lonsdale Institute Pty Ltd
Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD
Assessment Task
BSB61218 Advanced Diploma of Program Management
BSBPMG621 Facilitate stakeholder engagement

problem. while communicating the escalation by email.


Involve two levels up in escalation depending on severity.
Reach out to peer managers for similar escalation situations to get
lessons learned out of past experiences.

Updates

Describe what
methods and Different methods of information validation were used.
processes will Every time the meetings were held, minutes were generated where
be used to all the parties had to be 100% sure that the information delivered
update the had been assimilated correctly. For other cases, such as digital
program media such as text messages and emails, the received message
option is always activated; when the person notified that the
communication
message was received, the different steps were followed.
plan.
Notification of those documents in which the extraction or
classification of data is below the safe threshold of success: In
other words, if the system is not 99% sure of the extraction or
classification of a document, it should notify it. Document preview
helps: Being able to zoom in on the document at the time of review
helps us locate and identify the data in the scanned images.
Manual Validation: Possibility of correcting erroneous data
obtained by the system. This correction is made by users.
Automatic validation: This option allows the connection of the
system with databases in which the extracted information is
already found to corroborate that the data corresponds.
Guidelines

Address the
following high-
level guidelines:
o Meeting
protocols
(frequency,
templates for
agenda and
meetings,
chairing,
duration,
agenda and
meeting
distribution
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TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2) V1 Jan 2019
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Assessment Task
BSB61218 Advanced Diploma of Program Management
BSBPMG621 Facilitate stakeholder engagement

and
frequency)
o Use of
emails
(template,
To/CC/BCC
protocols,
timetable for
required
response,
distribution
list)

Approval The following interested parties involved in the development of this


communication plan, sign and approve this plan as part of the
Create a section documents for the management of the project.
where pertinent ___________________
stakeholders Sponsor
can sign the Name
communication ___________________
plan for Project Manager
approval. Name

SECTION 3 – ROLE PLAY


In week 3 of delivery, present your draft work in section 1 and 2 to your trainer and
assessor who will play the role of the program sponsor or a program board member.
Schedule a meeting with your trainer during class hours.
This is an assessable task and the trainer and assessor will complete an observation
checklist of your performance in the meeting. The assessor will assess:
 Your ability to engage the stakeholder
 The quality and appropriateness of the information provided during the meeting
 Your ability to respond to questions and objections effectively
In your meeting, 15 minutes, discuss your stakeholder engagement approach and your
communication approach. You will have to reach an agreement on the stakeholder
engagement and communication approach for your program. The feedback provided
during the meeting will have to be reflected in your final submission.
Use the table below to record the changes you made to your stakeholder engagement
and communication plans in section 1 and 2 based on the meeting with your trainer and
assessor. Add additional rows if needed:

Changes to stakeholder engagement plan


Change 1 Now a meeting will be held every three weeks instead of 1 month between the
TA102 FO Assessment Task Page 17 of 21
TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2) V1 Jan 2019
Lonsdale Institute Pty Ltd
Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD
Assessment Task
BSB61218 Advanced Diploma of Program Management
BSBPMG621 Facilitate stakeholder engagement

Changes to stakeholder engagement plan


manager of the company and the area of quality management
Change 2 The classification of customer satisfaction will no longer be categorized from 1 to 5,
now it will be excellent, good, and bad.
Change 3 The progress of the indicators would be presented monthly instead quarterly

Changes to communication plan


Change 1 Management Report of the planned and completed communication (of the biweekly
Communication Plan), and its respective effectiveness, will be prepared fortnight
instead 1 month, with the analysis and action plans proposed and oriented to an
effective communication
Change 2 Scrum Master must send a weekly report informing the status of the web page and the
mobile application and the changes that will be made to it if necessary
Change 3 The sponsor will accept calls as another communication channel
Change 5

SECTION 4 – SAMPLES

Develop the following samples to demonstrate your ability to apply stakeholder


communication and engagement tools and techniques in effectively managing the
program.

1. Develop a template for a program stakeholder inquiry register

2. Develop a template for a program communication log

TA102 FO Assessment Task Page 18 of 21


TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2) V1 Jan 2019
Lonsdale Institute Pty Ltd
Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD
Assessment Task
BSB61218 Advanced Diploma of Program Management
BSBPMG621 Facilitate stakeholder engagement

If you are submitting the templates in separate files, name the files BSBPMG621_Name
of sample.
SECTION 5 – CASE STUDY
You are 6 months into the delivery of your program, consider that the following
has happened in your program:
1. One of your key stakeholder (mention the stakeholder based on your
stakeholder register) , has a strong disagreement with one of your project
managers.
You are very supportive of the project manager; however, you have to
consider the perspective of your stakeholder.
How would you intervene to assist with the situation? How would you make
sure to keep ongoing commitment to the program from both parties?
2. The program board is introducing a new financial source for the program:
an external company that is interested in a joint venture. You will have to
engage the new stakeholder.
How would you engage the new stakeholder? How would you update your
stakeholder register, your stakeholder engagement plan and your
communication plan? (Provide detailed examples of what you would
update)
3. A newsletter with information that were not approved by the relevant
responsible person in the program, went out to all stakeholders
announcing a program development that is misleading. How would you
address the situation? Provide a detailed response with the reasons to
support your approach.
Describe how you would address each situation. (Min. 300 words in total)

TA102 FO Assessment Task Page 19 of 21


TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2) V1 Jan 2019
Lonsdale Institute Pty Ltd
Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD
Assessment Task
BSB61218 Advanced Diploma of Program Management
BSBPMG621 Facilitate stakeholder engagement

- For the development of this case study, I will consider that the person in charge
of the quality control was upset because one of the assistants in the restaurant
did not want to continue with the cleaning protocols in the restaurant,
unfortunately the discussion could not be controlled and the quality manager
used inappropriate vocabulary when directing his point of view to the assistant.
Therefore the assistant requested to speak personally with the project manager,
to whom I explained the disagreement he had. Once the project manager heard
the situation, I analysed the problem and considered it necessary to hold a
meeting between the interested parties. In this meeting each one raised their
point of view and reached an agreement in which cleaning protocols must be
followed and the use of bad words are not allowed in the company because they
are outside the culture and ethical values of the restaurant.
Very close to the location of the restaurant, another healthy food restaurant has
been created, therefore it is necessary to update the register of project
stakeholders and identify the new threats and opportunities that may result. for
which the sponsor and the project manager hold a meeting to analyse the case.

TA102 FO Assessment Task Page 20 of 21


TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2) V1 Jan 2019
Lonsdale Institute Pty Ltd
Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD
Assessment Task
BSB61218 Advanced Diploma of Program Management
BSBPMG621 Facilitate stakeholder engagement

- Keeping strong, succinct lines of communication going throughout a project is


key to ensuring it runs smoothly, and to the stakeholders’ feeling of confidence in
you and the project. There are other key benefits to creating, and continuing, a
stakeholder communication plan
You can always be prepared and two steps ahead in planning on how and when
to communicate to your important stakeholders. A project manager that looks
buttoned up and strategically planned is a project manager who inspires
confidence from her stakeholders.

- Managers must acknowledge their role in shaping organizational ethics and seize
this opportunity to create a climate that can strengthen the relationships and
reputations on which their companies’ success depends. Executives who ignore
ethics run the risk of personal and corporate liability in today’s increasingly tough
legal environment. In addition, they deprive their organizations of the benefits
available under new federal guidelines for sentencing organizations convicted of
wrongdoing. These sentencing guidelines recognize for the first time the
organizational and managerial roots of unlawful conduct and base fines partly on
the extent to which companies have taken steps to prevent that misconduct.

TA102 FO Assessment Task Page 21 of 21


TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2) V1 Jan 2019
Lonsdale Institute Pty Ltd
Provider ID 21915 CRICOS Code 02836F

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