Assessment Task BSBPMG522 V1.0-01-07-2016

ASSESSMENT PLAN
ASSESSMENT TASKS
BSBPMG522 Undertake project work
Student name: ______________________________________________________________
Date submitted: ____________________________
BSB52415 – Diploma of Marketing and Communication
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BARKLY INTERNATIONAL COLLEGE PTY LTD.
ASSESSMENT PLAN
Assessment plan
The following outlines the requirements of your final assessment for BSBPMG522 Undertake project work.
You are required to complete all tasks to demonstrate competency in this unit.
This unit is assessed through the following:
Assessment Requirements Method of Assessment
Completion of Project 1 Project
ASSESSMENT PLAN
All assessments will ensure that the principles of assessment and rules of evidence are adhered to. The
principles of assessment are that assessment must be valid, fair, reliable and consistent. The rules of
evidence state that evidence must be sufficient, valid, current and authentic.
If reassessment is required, you will be given the chance to resubmit the assessment task. You will have up
to threeopportunities to resubmit each assessment task. If, after the third attempt, the assessment is still not
satisfactory your trainer/assessor will make alternative arrangements for assessment.
Agreement by the learner
Have you read and understood what is required of you in terms of assessment?  Yes  No
Do you understand the requirements of this assessment?  Yes  No
Do you agree to the way in which you are being assessed?  Yes  No
Do you have any special needs or considerations to be made for this assessment?  Yes  No
If yes, what are they?
Do you understand your rights to appeal the decisions made in an assessment?  Yes  No
Student name: ______________________________________________________________________________________
Student signature: ___________________________________________________________________________________
Date:___________________________________________
Assessor name: _____________________________________________________________________________________
Assessor signature: __________________________________________________________________________________
Date:___________________________________________
Assessment Task 1: Project – Identify and evaluate marketing opportunities
Resources required for this assessment

 Internet access
 Attached appendixes
Student instructions
Assessment Task 1: Project – Define Project
This project is due by the unit ending date according to your timetable. Project activities should be
completed in the classroom.
ASSESSMENT PLAN
Assessors should complete the Assessment Record Tool for this task to determine the student’s
competency.
Students must achieve a satisfactory result for all activities to be judged as competent overall.
Resources required for this assessment

 Internet access
 Attached appendixes
Student instructions
Case Study
You can choose ONE of the following case studies to complete your assignments or you can discuss
another option with your trainer:
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.
 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. Your budget will be $10,000.
 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 put together a small group trip overseas for Skiing in the USA.
 It will be a small guided group, with 1 guide and 12 participants (no children).
 The expected duration 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.
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 $30,000 including appliances.
 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 as the Project Manager.
ASSESSMENT PLAN
1. As part of your initial assessment of this project, you need to prepare a project scope plan using the
template in Appendix A.
2. List any questions that will enabled 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.
4. You need to consult with the project team when planning the project. Discuss 4 aspects on which you
would consult the project team including who you would consult with. Once you have completed
consultation, email it to your team. Your email should provide the following information:
 seek the clarification from the relevant team members regarding issues of the project and project
parameters.
 outline the organisational missions, goals, objectives and operations and how the project relates to
them.
 Outline the other projects within the organisation and explain how your project relates to the other
projects within the organisation
5. Discuss the legislations, regulations, standards and codes that you need to be aware of when
undertaking the project?
ASSESSMENT PLAN
Assessment Task 2: Project – Develop Project Plan

This project is due by the unit ending date according to your timetable.
1. You must now create a project plan (a schedule, budget and risks) – a template is provided in Appendix B.
In addition you need to provide:
 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.
2. Set up a meeting with your team members to discuss their views and include the views in the project
planning process. At the meeting, you must ensure that you provide the following information to your
assessor:
 Types of documents and other sources of information used in defining the parameters of a project
 Agreed project milestones
 Project risk identification process
A detailed meeting minutes needs to be submitted as evidence at the end of the meeting session
3. Explain how you would obtain approval of your project plan and from whom.
ASSESSMENT PLAN
Assessment Task 3: Project – Administer and Monitor 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 how you will ensure that this occurs.
2. List at least THREE 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 quality and at least the other with
respect to achieving timelines.
3. To reduce the risk of the project going overtime or over budget due to unforseen problems you need to
design the project control processes, which include the relevant stakeholders, what they need to do at each
step and when as well as required record keeping for managing/executing the project (to make sure the
project goes to the plan) – approx. three or four lines per dot point for:
 Scope – this includes how you stay in scope as well as what happens if the client requests a change
to scope
 time
 budgets
 resources (including human and non-human)
 quality – or 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.
5. Email the project control report and status report your team members. Your email should briefly state the
project summary and status.
6. Conduct a risk management plan to ensure project outcomes are achieved.
7. Discuss the factors preventing your team to achieve the project deliverables and explain how you would
address them.
ASSESSMENT PLAN
Assessment Task 4: Project – Finalise and Review Project

1. What financial documentation do you need to complete? What financial records will be important to
archive? With the financial documentations and records you have completed and collected, how would you
ensure their accuracy?
2. Now that the project is completed, you are required to design the process you will use to re-assign or
transit your team members.
3. Explain how you will obtain client/stakeholder acceptance 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? Why?
5. You have decided to involve the project team members 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 you have learnt during the course of this project? Identify four key lessons and suggest how
you would change your approach to your next project. Use the Lessons Learnt Log provided in Appendix D.
Submission
Note: It is important for project management to show you can meet deadlines.
Assignments will be submitted by both electronic and hard copies for audit purposes. Accepted file types
are: MS Word, MS Excel, MS PowerPoint, MS Project, MS Publisher and PDF. Versions accepted are 2003
onwards.
ASSESSMENT PLAN
Appendix A – Scope Plan
Project Name Project No: Project Manager Start date
Background data: <The reason the project is being undertaken/trigger>

Problem/opportunit
y
Organisation and <Measureable outcomes set at project beginning that can be reviewed at the
Project objectives 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 <A limiting factor that affects the project>
ASSESSMENT PLAN
Assumptions <A factor in the planning process that is considered to be true even though it
cannot be verified>
Proposed high-level Phase Dates Notes

project timeline <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 <Stakeholders are any individuals, group or organisations that have interest
title 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 / Duratio Start Date Finish Date (based on Sequence/p Required How to allocate and
Milestones n (based on elapsed) redecessors Resources obtain these
elapsed) resources
<Unique <A clear description <Length <DD/MM/YY <DD/MM/YY> <Task No of <Human
identified of the phase, of time > the task resource
> milestone or task to given preceding required and
be undertaken. Tip – the this one> any major
use verbs for tasks> resource non-human
s resources>
assigned
>
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Task No Phases/ Task / Duratio Start Date Finish Date (based on Sequence/p Required How to allocate and
Milestones n (based on elapsed) redecessors Resources obtain these
elapsed) resources
Risk Register
Risk No Risk Description Risk Priority Risk Mitigation Strategy

<Unique Identifier> <A description of the uncertain <Rating of likelihood and <Transfer, avoid, accept or mitigate – negative
event, this may include a work impact as well as overall rating risks. Exploit enhance, share, accept – positive
health and safety risk> – use table provided above> risks. Provide a description of the strategy>
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Risk 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, <Budgeted item>

Equipment etc>
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Category 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 Template
Project Deliverable Standards or Requirements Quality Assurance Quality Control
<e.g.: Bathroom> <ISO standards, organizational <Process to ensure quality is included in <Process to check for quality on
standards or client requirements in the design and build processes> completion>
terms of quality>
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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 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>
>
Costs
Budgeted to date Actual to date Comments
$<9999999> $<9999999> <Reason for any variances>
Summary of issues and variations
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Issue/Change Description
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 Recommended Action Raised By
<DD/MM/YYYY <Description of the positive or negative lessons learnt <What action should be taken next time to either <Raised by>
> from this project> ensure this happens again (positive lesson) or
does not happen again (negative lesson)>.
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ASSESSMENT PLAN

Student name: ______________________________________________________________

Date submitted: ____________________________

BSB52415 – Diploma of Marketing and Communication

Assessment Requirements Method of Assessment

Completion of Project 1 Project

Completion of Project 2 Project

Completion of Project 3 Project

Completion of Project 4 Project

Agreement by the learner

Do you understand the requirements of this assessment?  Yes  No

Student name: ______________________________________________________________________________________

Student signature: ___________________________________________________________________________________

Assessor name: _____________________________________________________________________________________

Assessor signature: __________________________________________________________________________________

Assessment Task 1: Project – Identify and evaluate marketing opportunities

Resources required for this assessment

Resources required for this assessment

Formal Dinner Party

Small Kitchen Renovation

Assessment Task 2: Project – Develop Project Plan

Assessment Task 3: Project – Administer and Monitor Project

6. Conduct a risk management plan to ensure project outcomes are achieved.

Assessment Task 4: Project – Finalise and Review Project

Appendix A – Scope Plan

Project Name Project No: Project Manager Start date

Background data: <The reason the project is being undertaken/trigger>

In Scope <The work to be performed to deliver a product, service or result>

Project constraints <A limiting factor that affects the project>

Proposed high-level Phase Dates Notes

Prepared by: Date: Approved by: Date

Risk No Risk Description Risk Priority Risk Mitigation Strategy

<e.g.: Labour, Materials, <Budgeted item>

Project Deliverable Standards or Requirements Quality Assurance Quality Control

Project Title: <Title>

Date and reporting period: <DD/MM/YYYY>reporting for<Month/Week etc>

Traffic light: <Red/orange/green>

Accomplishments since the last report

Date Due Date Completed Deliverable, milestones, decision or issue

Date Due Tasks

Summary of issues and variations

Date Description Recommended Action Raised By

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