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Assessment

Task 3
Manage project human
resources
BSBPMG534
Student Declaration
To be filled out and submitted with assessment responses
◻ I declare that this task and any attached document related to the 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 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

Unit Title
Unit Code
Jeison Alexander Restrepo Rondon
Student name

Student ID
number
Student Date: June 24, 2021
signature

Task Number

------OFFICE USE ONLY-----

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For Trainer and Assessor to complete:

◻ Student requested reasonable adjustment for the assessment

Marking Sheet Comments

DNS
Completed successfully
The student has satisfactorily completed and ☐ ☐ ☐
submitted the following:

 Handouts from Role-Play x 2 in Task 3.1A


 Initial Review Meeting Report x 2 in Task
3.1A
 Observation checklist in Task 3.1A
 Social media post in Task 3.1B
 TED TALK video in Task 3.1B
 Explanation for choosing the TED TALK
video in Task 3.1B
 Email to the project sponsor in Task 3.1C
 Summary of compelling argument to avoid
budget cut in Task 3.1D
 Lessons Learned Report in Task 3.2A
 Email 1 to the project team in Task 3.2A
 End of project celebration notes in Task
3.2B
 Survey questions to team members in Task
3.2B
 Email 2 to the project team in Task 3.2B
 HR Handover Report in Task 3.2B
 Email to the Marketing Manager in Task 3.3

Demonstrated ability to: ☐ ☐ ☐


 Implement training and development of
project team members
 Implement processes for improving
individual performance and overall project
effectiveness

This is evidenced by:


 Handouts from Role-Play x 2 in Task 3.1A
 Initial Review Meeting Report x 2 in Task
3.1A
 Observation checklist in Task 3.1A
 Social media post in Task 3.1B
 TED TALK video in Task 3.1B
 Explanation for choosing the TED TALK
video in Task 3.1B

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Marking Sheet Comments

DNS
Completed successfully
Demonstrated ability to: ☐ ☐ ☐
 Measure individuals' performance against
agreed criteria and initiate actions for
shortfalls in performance

This is evidenced by:


 Handouts from Role-Play x 2 in Task 3.1A
 Initial Review Meeting Report x 2 in Task
3.1A
 Observation checklist in Task 3.1A

Demonstrated ability to: ☐ ☐ ☐


 Implement procedures for interpersonal
communication, counselling, and conflict
resolution
 Identify and manage inter-project and
intra-project resource conflict

This is evidenced by:


 Handouts from Role-Play x 2 in Task 3.1A
 Initial Review Meeting Report x 2 in Task
3.1A
 Observation checklist in Task 3.1A
 Email to the project sponsor in Task 3.1C
 Summary of compelling argument to avoid
budget cut in Task 3.1D

Demonstrated ability to: ☐ ☐ ☐


 Monitor and report, for remedial action,
internal and external influences on
individual and project team performance
and morale

This is evidenced by:


 Initial Review Meeting Report x 2 in Task
3.1A
 Observation checklist in Task 3.1A
 Email to the project sponsor in Task 3.1C

Demonstrated ability to: ☐ ☐ ☐


 Disband project team according to
organisational policies and procedures

This is evidenced by:


 End of project celebration notes in Task
3.2B
 Survey questions to team members in Task

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Marking Sheet Comments

DNS
Completed successfully
3.2B
 Email 2 to the project team in Task 3.2B
 HR Handover Report in Task 3.2B
 Email to the Marketing Manager in Task 3.3

Demonstrated ability to: ☐ ☐ ☐


 Identify and document human resource
issues and recommended improvements

This is evidenced by:


 Lessons Learned Report in Task 3.2A
 Email 1 to the project team in Task 3.2A
 Survey questions to team members in Task
3.2B
 Email 2 to the project team in Task 3.2B
 HR Handover Report in Task 3.2B

When collaborating with the group, the student ☐ ☐ ☐


has actively participated in group work with a
substantial contribution that can be assessed
individually for all the requirements of this task.

Task Outcome: Satisfactory ☐ Not Yet Satisfactory ☐

Student Name:

Assessor Name:

Assessor Signature:

Date:

Table of Content

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Student Declaration........................................................................................................................2
Task 3 – Implement, lead and finalise project human resource activities....................7
Task 3.1 Manage and lead the project team.................................................................................9
Task 3.2 Finalise human resource activities related to projects................................................18
Task 3.3 Case Study......................................................................................................................23

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Task 3 – Implement, lead and finalise project human resource
activities

Task summary and instructions

What is this Task 3.1 and 3.2 build on Task 2.1.


assessment task Task 3.3 builds on Task 2.2
about?
This task comprises of the following assessment methods:
o Product-based ☒
o Direct observation of Role-Play ☒
o Case Study ☒
o Other (specify) ☐

It has been designed to evaluate your ability to/competency in:

 Implement training and development of project team members


 Measure individuals' performance against agreed criteria and
initiate actions for shortfalls in performance
 Implement processes for improving individual performance and
overall project effectiveness
 Monitor and report, for remedial action, internal and external
influences on individual and project team performance and morale
 Implement procedures for interpersonal communication,
counselling, and conflict resolution
 Identify and manage inter-project and intra-project resource
conflict
 Disband project team according to organisational policies and
procedures
 Identify and document human resource issues and recommended
improvements

You are required to address the following:


 Task 3.1 Manage and lead the project team

o Perform a series of task related to the management and


leadership of a project team

 Task 3.2 Finalise human resource activities related to


projects

o Perform a series of task related to the finalisation of HR


activities in projects

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Task summary and instructions

 Task 3.3 Case Study

o Provide advice to the Marketing Manager on how to disband


the project team

Please note that the performance evidence for this unit of


competency requires you to demonstrate the ability to manage
project human resources on at least two occasions. This assessment
has been designed to meet that requirement.

Although the assessment requires group collaboration to simulate a


work environment, the assessment submission is individual, and it will
be marked as such.
What do I need to do  submit the completed assessment tasks, according to instructions,
to complete this task  complete the tasks with sufficient detail and present them in a
satisfactorily? professional manner,
 use your own words and reference sources appropriately,
 meet the word count where required,
 use the scenario provided,
 use the templates provided where required,
 for your performance to be deemed satisfactory in this
assessment task you must satisfactorily address all of the
assessment criteria,
 if part of this task is not satisfactorily completed you will be asked
to complete further assessment to demonstrate satisfactory
performance.

Specifications You must deliver/participate in:

 Meeting with two under performing team members in week 4


(Role-Play)

You must submit to GOALS

 Handouts from Role-Play


 Initial Review Meeting Report
 Observation checklist
 Social media post in
 TED TALK video
 Explanation for choosing the TED TALK video
 Email to the project sponsor
 Summary of compelling argument to avoid budget cut
 Lessons Learned Report
 Email 1 to the project team
 End of project celebration notes

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Task summary and instructions

 Survey questions to team members


 Email 2 to the project team
 HR Handover Report
 Email to the Marketing Manager
Resources and • Computer with Internet access
equipment • Access to Microsoft Office suites or similar software
• Learning material
• Scenario for assessment as provided
• Appendices as provided
• Relevant policies and procedures as provided
• Templates as provided

Re-submission You will be provided feedback on your performance by the Assessor.


opportunities The feedback will indicate if you have satisfactorily addressed the
requirements of each part of this task. If any parts of the task are not
satisfactorily completed, the assessor will explain why, and provide
you written feedback along with guidance on what you must
undertake to demonstrate satisfactory performance. Re-assessment
attempt(s) will be arranged at a later time and date. You have the
right to appeal the outcome of assessment decisions if you feel that
you have been dealt with unfairly or have other appropriate grounds
for an appeal. You are encouraged to consult with the assessor prior
to attempting this task if you do not understand any part of this task
or if you have any learning issues or needs that may hinder you when
attempting any part of the assessment.

Complete the following activities:

Task 3.1 Manage and lead the project team

A) Performance management and training

Assume that you have received a performance report about two project team members.

Team Member A:

 The team member is punctual

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 The team member is behind completing his/her task
 The team member is not achieving one of the KPI associated with their role. Specify the KPI
based on a role in your project human resource plan to contextualise the scenario:

Team member A has been missing the certain deadlines of the deliverables. He has been having
some personal problems, which caused the lack of effectiveness at the workplace.

He is aware that the personal problems should not affect the teamwork negatively, but the
financial issues are distracting him from work.

For this reason, he hasn’t been able to manage his time properly and also decrease his
performance.

The KPI is problem resolution with a 90% of success

 The team member has reported that his/her partner has just lost their job, and this is causing
additional stress in the workplace
 The team member does not feel engaged with the task/s allocated to him/her and believes
that could do more
 One of the main issues with the team member is time management
 The team member's current behaviour is negatively affecting the team's morale

Team Member B:

 The team member is often late for work in the morning


 The team member looks stressed and is argumentative with the rest of the team
 The team member is not achieving one of the KPI associated with their role. Specify the KPI
based on a role in your project human resource plan to contextualise the scenario:

Team member B has been facing some private issues at home, he has just divorced from her wife
and also her daughter is sick and it’s at the hospital.

He has been extremely stressed out at work and cant concentrate in her tasks. He is usually being
late at work in the morning because of his daughter hospital check ups.

He can’t catch up other team member’s activities at work, so he is being argumentative about it.
He is also complaining about his workload because he considers it too heavy and has lost his
motivation at work.

He needs support and guidance for handling and managing his stress and conflict.

The KPI is problem resolution with a 90% of success

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 The team member has reported that he/she finds their workload too heavy
 The team member has lost motivation
 The team member has difficulties with managing interaction with others and needs support
with stress and conflict management
 The team member's current behaviour is negatively affecting the team's morale

Schedule a time with the trainer and assessor in week 4 of class to individually meet with the two
team members. Two members of your project team will play the two team members in simulated
work conditions:

 Initiate actions to overcome the shortfall in performance


 Implement processes and take action to improve the individual performance and overall
project effectiveness
 Provide suggestions on what professional development is needed
 Implement processes to improve interpersonal communication, offer to counsel and use
conflict resolution techniques to maintain a positive work environment

Duration: 15 minutes/meeting

This is a Role-Play.

Before the meeting


 Review the Effective Dispute Resolution fact sheet from Fair Work Australia:
https://www.fairwork.gov.au/how-we-will-help/templates-and-guides/best-practice-
guides/effective-dispute-resolution#awards, taking notes on which aspects apply to the case
study scenario.
 Plan for the meeting
 Prepare a handout on the skills the two team members need to improve (time management
for Team Member A; conflict resolution or stress management for Team Member B). Provide
the team members with handouts during the meeting.
Note: you can use a simple word page or have fun using templates for a brochure or a
newsletter from Microsoft Office templates.
 Please note that you will have to submit the two handouts with your assessment.
 Start to fill out a performance management plan template (Initial Review Meeting Report). We
provide the Initial Review Meeting Report section of the plan in Template 1. You can view the
full form in the Policy and Procedures folder.

During the meeting


 Explain the shortfall in performance
 Describe clearly what the expected behaviour is
 Reinforce how vital teamwork is
 Demonstrate different methods for providing feedback to the team member
 Discuss how he/she could improve work performance

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 Provide advice on the professional development needed and explain the content of the
handout
 Apply conflict resolution techniques
 Communicate in style appropriate to the desired outcomes

After the meeting


 Recap the meeting's content and make sure that you both agree on the steps necessary for
performance improvement.
 Complete the performance management plan template (Initial Review Meeting Report). We
provide that section of the plan in Template 1.

This is an assessable task, and the trainer and assessor will evaluate your performance during the
meeting.

If you are absent from class, it is your responsibility to make alternative arrangements with the trainer
and assessor to perform the Role-Play

Use the templates provided below for the Initial Review Meeting Report as part of the performance
management process.

Template 1 - Initial Review Meeting Report

TEAM MEMBER A

PERFORMANCE MANAGEMENT AGREEMENT

Employee Javier Manager Jeison Restrepo


Name Viviescas Name

Role & Human Role & Project Manager- Project Department


Department Resources Department
Officer- HR
Department.

DATE PERIOD REVIEW DATES

July From June To August 15, Interim Augus Final August


18, 30, 2021 t 2, 18,
2021 2021 2021 2021

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Stages of Performance Management Plan

1. Initial Review: Employee and manager meet, discuss and agree on Performance Goals and
Learning and Development Plan
2. Before next review: Employee to complete Interim Self-Assessment, Manager to complete
Interim Manager's Feedback
3. Interim Review: Employee and manager meet to assess employee's work in review period -
review self-assessment and feedback against Performance Goals and Learning and
Development Plan
4. Before next review: Employee to complete Final Self-Assessment, Manager to complete
Final Manager's Feedback
5. Final Review: Employee and manager meet to assess employee's work in review period -
review self-assessment and feedback against Performance Goals and Learning and
Development Plan
6. Manager to discuss with HR
7. Employee provided with an outcome

Initial Review Meeting notes

1 Manager outline of 1. The Human Resources Officer has not been able to
performance issues achieve deadlines on his task, more specifically the
selection process of the real state agent in order to start
(2-3) the location and place selection of the new campus in
Sydney.
2. The ability of time management has been an issue for the
Human Resources Officer because it has been causing
delays on other areas of the project, which is affecting
the overall team’s morale and motivation.

2 Employee 1. The employee has expressed a lack of motivation due to


response/identification the perception that his skills and experience has not been
of support needs, etc meeting with the project assignments and tasks
2. He needs more training, support and guidance to engage
(2-3 ) his skills and new abilities to head into the right direction.
3. He is been facing stressful personal issues and lacks
communication with the HR Department to find resources
and support available in order to go through this difficult
time. For this reason its important to have involvement of
the HR department.

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5 Summary of Action The Human Resources Manager will have to be in charge of
Points providing a mentoring process and support throughout the
process of selection not only for the real state agent, but also for
the remaining project team members to be recruited.

The training program provided was regarding the Human


Resources and key factors for personal selection, problem solving
and improve processes.

Time management tips has been shared with the employee in


order to help with focus and improve his performance.

Medic examination its also necessary in order to make sure that


the employee has the right treatment to endure stressful
personal outcomes.

6 Set date for next The next review will be done in September 1st, 2021
review

Performance Goals

Task / Responsibility (1- Required outcomes (1-2)


2)

1. Define the - From receiving the Human Resources Management plan,


eligibility criteria. the process criteria should be defined within two days. This
plan will provide an overall explanation of the position
2. Engage suitable definition. In addition to this the HR representative has to
candidates, cross- develop a candidate profile to suit not only the project
reference skills, needs, but also to fit in the company’s environment.
and knowledge - Selection process should engage at least 10 suitable
and experience candidates; and 3 of them will be shortlisted according to
provided, short their expertise. The interview will be conducted and the
listing, interview final selection will be done after one week.
and final
selection.

Learning and Development plan

To be completed with the employee during the initial performance discussion meeting.

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Learning need (1-2) Learning option (1-2)

1. Improve problem solving and - External training and mentoring needed. HR


conflict resolution, as well as manager will be following closely and
Human Resources management mentoring the process.
skills. - HR resources develop training.
2. Improve Communication skills,
not only with team members,
but also communicate personal
issues when appropriate to the
HR manager, in order to address
them on time and avoid
underperformance in the work
place.

INITIAL REVIEW MEETING ACKNOWLEDGEMENT

MANAGER EMPLOYEE

PRINT NAME Jeison Restrepo PRINT NAME Javier Viviescas

SIGN NAME No need to sign SIGN NAME No need to sign

DATE June 24,2021 DATE June 24, 2021

TEAM MEMBER B

PERFORMANCE MANAGEMENT AGREEMENT

Employee Shivam Manager Jeison Restrepo


Name Walia Name

Role & IT Officer- IT Role & Project Manager- Project Department


Department Department. Department

DATE PERIOD REVIEW DATES

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PERFORMANCE MANAGEMENT AGREEMENT

Augus From August To September Interim Septe Final Septe


t 1st, 5, 2021 14, 2021 mber mber
2021 10, 20,
2021 2021

Stages of Performance Management Plan

1. Initial Review: Employee and manager meet, discuss and agree on Performance Goals and
Learning and Development Plan
2. Before next review: Employee to complete Interim Self-Assessment, Manager to complete
Interim Manager's Feedback
3. Interim Review: Employee and manager meet to assess employee's work in review period -
review self-assessment and feedback against Performance Goals and Learning and
Development Plan
4. Before next review: Employee to complete Final Self-Assessment, Manager to complete
Final Manager's Feedback
5. Final Review: Employee and manager meet to assess employee's work in review period -
review self-assessment and feedback against Performance Goals and Learning and
Development Plan
6. Manager to discuss with HR
7. Employee provided with an outcome

Initial Review Meeting notes

1 Manager outline of 1. The IT officer hasn’t been able to catch up with the other
performance issues team member0s activities at work, more specifically, the
modification and adaptation of the student platform for
(2-3) the new campus in order to develop new programs and
systems.
2. The IT officer has also complaint about his work overload
because he considers it to be too heavy and has lost his
motivation. This has been delaying this area of the project
and has also affected the teams motivation and progress.
3. The IT Officer has not been able to achieve deadlines on

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his task, more specifically the selection process of the real
state agent in order to start the location and place
selection of the new campus in Sydney.

2 Employee 1. The employee has expressed a lack of motivation due to


response/identification the perception of having more work than he can handle
of support needs, etc and that he has not been meeting with the project
assignments and tasks
(2-3 ) 2. He needs more training, support and guidance to engage
his skills and new abilities to head into the right direction.
3. He is been facing stressful personal issues and lacks
communication with the HR Department to find resources
and support available in order to go through this difficult
time. For this reason its important to have involvement of
the HR department.

5 Summary of Action The Human Resources Manager will have to be in charge of


Points providing a mentoring process and support throughout the
process of modifying and adapting the student platform.

The training program provided was focused on system


adaptations, programming, innovation, problem solving and
improve processes.

Time management tips has been shared with the employee in


order to help with focus and improve his performance.

Medic examination its also necessary in order to make sure that


the employee has the right treatment to endure stressful
personal outcomes.

6 Set date for next The next review will be done in November 1st, 2021
review

Performance Goals

Task / Responsibility (1- Required outcomes (1-2)


2)

1. Modify and adapt - The IT Officer must work along his co-workers in order to
the student adapt and modify the current website in order to include
platform for the the new campus, this has to be done in a period of 1 to 2

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Task / Responsibility (1- Required outcomes (1-2)
2)

new campus. months


2. Install new - The IT Officer must also develop and implement new
systems or systems and programs in order to avoid programming
programs failures or that the system falls.

Learning and Development plan

To be completed with the employee during the initial performance discussion meeting.

Learning need (1-2) Learning option (1-2)

1. The employee would like to - Have coaching sessions and training


have more knowledge and programs in order to develop this new skills
experience regarding IT - Have some mentor or person with
development and programming. experience to guide his work and also teach
2. Improve his skills on creative him some tips and abilities.
thinking, management and
decision-making.

INITIAL REVIEW MEETING ACKNOWLEDGEMENT

MANAGER EMPLOYEE

PRINT NAME Jeison Restrepo PRINT NAME Shivam Walla

SIGN NAME No need to sign SIGN NAME No need to sign

DATE June 24, 2021 DATE June 24, 2021

B) Team training

1. Develop a social media post to publish on the social media page used for the project team, to
promote a training activity that addresses one of the following:
 Team Building
 Problem Solving
 Emotional Intelligence

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Make the post engaging using an appealing tag line and a picture. Provide information about
date and time of the activity. The post can be as simple as content +picture.
Copy and paste the post below:

2. Select a TED TALK to share with the rest of the project team about one of the following topics:
 Effective teams
 Self-leadership
 Self-motivation

Copy and paste the title of the video and the URL in the space provided below.

Tom Wujec: Build a tower, build a team


https://www.ted.com/talks/tom_wujec_build_a_tower_build_a_team/transcript

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Explain why you chose that particular video.
(30-50 words)

I chose this video because it explains in a very didactic and simple way the importance of building
an effective team and how this can carry a company to success.

C) Performance, resource conflict and reporting

Assume that the following is happening.

Part of your project team comprises team members who work in other business departments and
that have been assigned to the project on a part-time basis.
Lately, departmental managers have increased the workload on those team members creating a
severe resource conflict that is impacting the productivity and morale of the project team.
Reflect on how you could resolve this resource conflict:
 The team members feel they should be loyal to the team they come from; however, they are
also committed to the project
 The additional workload is forcing the team members to work extra hours
 The team members are tired, and the rest of the team feels their stress
 The situation is impacting the achievement of project objectives

Write an email to the project sponsor illustrating the situation and recommend two actions that
will support the project team without impacting the rest of the organisation.
Note: you cannot hire additional project staff.

Additionally, inform the project sponsor of the outcome of the initial review meeting with the team
members in Task 3.1A.

Use Template 2 to write the email.

The email text should be in grammatically correct English, written in an appropriate (polite,
business-like) style.

(100-150 words)

Template 2 - Email
Email to Project Sponsor

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To: Project Sponsor
Cc: Project Sponsor
Bcc:
Subject: Performance and Resource Conflict Report
Date email is sent: June 25, 2021
Attachments: Performance and Resource Conflict Report

Dear Project Sponsor,

The purpose of this email is to explain a difficult and challenging situation that we are currently
facing. Lately due to the progress of the project and the executing phase at which we currently
are IT has been affecting MMI staff that are also part of the project, making them work longer
hours than usual and, showing signs of distress and affecting not only project team members
due to delays with their work, but also to current MMI staff that have to share tasks with them.

For this reason I have come up with the next suggestions and possible solutions for you to
review and approve at your earliest convenience:
1. I suggest allocating only essential activities from MMI that is not part of the project to
these employees. Rely on co-workers to take their workload and do not affect the
normal performance of the company.
2. Offer free meals and transportation for the co-workers that have to stay longer hours
due to project activities, which can help them feel more supported and motivated.

In addition to this matter there has also been taken in place a performance management for
Amy Pitt, part of the Human Resources department and also member of the project team.She
has being showing signs of distress due to personal issues and lack of motivation in the
workplace.

For this reason resources and support are available for the team members, as well as well as
extra training in Human Resources procedures and problem solving and mentoring from the
Human Resources Manager to help them achieve their goals and objectives within the project.

A review meeting will be happening in the next 15 days to make sure the team member has
been taking into account the feedback received and encourage her to seek doctor’s advice
provided by the company to deal with her personal challenges.

If there are any comments or suggestions, do not hesitate in contacting me.

Kind regards
Jeison Restrepo
Project Manager MMI

D) Resource conflict

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The CFO intends to cut the project budget by 25% due to conflicting priorities in the organisation.

This budget cut will have substantial repercussion on the project and its successful completion.

Consider the impact of such a budget cut on the project and outline a compelling argument to present
to the CFO to convince him not to proceed with the budget cut.

Summarise your argument in the space provided below.

(50-100 words)

Cutting the budget on the project will cause many repercussions to the achievement of its goals:
- The program / project is the program / project - once planning is complete. If there is a
change in scope, then another round of project / cost estimation is required.
- As for Agile delivery (which is designed to be adaptive vice predictive), since the fidelity of
detailed planning increases with time, a budget cut may affect decisions with respect to
which sprints to complete in order to achieve at least partial capability as originally
envisioned.
- Budget cuts doesn’t affect the cost estimation of the project. However it does affect the
scope or quality of the project.
- If the budget is cut then it will come at a price of compromising either the scope or quality.

Task 3.2 Finalise human resource activities related to projects

The project has now been completed.

A) Lessons learned

Assume that you have spent some time reviewing the project HR progress reports and
summarised the following points:

 The induction process was not effective. The project team was given long paper-based manual
rich in text. The team members reported that they could only recall 30% of its content
 The project team turnover was low
 The project team took several months to come together. They were happy with the two team
building activities you organised; however, they wish they had an opportunity to do team
building earlier
 The HR plan linked directly to the WBS; however, the project team structure you planned did
not fully optimise the project delivery
 Communication between team members could be improved using technology more effectively
 Lessons learned were continuously delivered; however, corrective actions were not promptly
applied
 The actual team performance was accurately measured and reported
 Team members were provided with prompt feedback
 Opportunities for professional and personal development were adequate

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 Resource conflict with other business departments impacted the project for over four weeks;
the project sponsor did not think that remedial actions were a priority
 The team had to share office space with another team, and this caused continuous distractions

Additionally, reflect on the scenarios and the work completed in Task 3.1.

1. Complete the lessons learned report (Template 3) based on the project human resource
review highlighting successes and providing inputs for improvements where needed.
 8-10 problem/success with positive or negative impact.
 Two recommendations for each identified problem.

Template 3 -Lessons Learned


Problem/Success Impact Recommendations
Induction ineffective, lack of - Summarise information
understanding of project objectives, and outline the important
deliverables and standards. parts at the beginning of
the document.
Problem
- Clarify any doubts and
questions at the end of
the induction.

Team turnover low due to lack off - Develop team-building


engagement activities at the beginning
of the project to obtain a
better adhesion between
members.
Problem - After weekly meetings
share a coffee break with
the team members to
share comments and
impressions.

Communication needs to be - The use of other


improved communication tools is
recommended to share
relevant information.
Problem - The use of software as
Smart sheet or Zoom to
perform team meetings.

Problem Lessons learned tool did not achieve - Lessons learned


its purpose to correct on time any procedures to keep being
problems relating team performance. in place as it is a powerful

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Problem/Success Impact Recommendations
tool to address any issues.
- Corrective actions need to
be address on time and in
adequate manner
following company’s
procedures.

The actual performance were


Success accurately measured and reported

Team members were provided with


Success prompt feedback

Opportunities for personal


development and promotion were
Success
adequate.

Project Sponsor did not take - Make sure suggested


corrective measures on time, measures to address any
affecting the team performance for challenging situation,
over a month. needs to be takes as
serious as possible and
addressed on time to
avoid delays.
Problem - Develop a more accurate
Human Resources
management plan, making
sure no staff will be
excessively overload and
be able to perform at their
best.

Record

Project Title: Project HR Progress Project Client: ZZ Date: June 25,2021


Report Version: 3

Project Sponsor: XX Project File Name: Project HR Progress Report


Manager:
Jeison
Restrepo

2. Write an email to the project team, to share with them the lessons learned on the following:

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 Team cohesion
 Team development
 Team performance

Use Template 2 to write the email.


The email text should be in grammatically correct English, written in an appropriate (polite,
business-like) style.

(80-120 words)

Template 2 - Email

Email 1 to Project Team


To: Project Team
Cc: Project Team
Bcc: Project Team
Subject: Lessons learned about Team Cohesion
Date email is sent: June 26,2021
Attachments: Project HR Progress Report

Dear Project Team,


The purpose of this email is to share with you the different lessons that I have learned about
Team cohesion, and they are the following:
- Teams can be beneficial for organizational effectiveness but they need to be cohesive in
order to be effective.
- Group cohesion is a positive predictor of team and organizational performance
- For teams to be effective, they need to be cohesive
- Team cohesion is the shared bond that drives team members to stay
- Team cohesion occurs when members demonstrate mutual commitment to goals
- Collective work produces more innovation
- Team cohesion is dynamic
- Team cohesion is a positive predictor of performance

I hope these points have also teach you something regarding team cohesion.

My best regards.
Jeison Restrepo
Project Manager

B) Disband the project team

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It is now time to disband the project team, address the following required activities:

 Celebrate project accomplishment with the team


 Ask the project team for feedback
 Schedule a meeting with the team members to discuss their experience with the project and
support them in their future endeavours
 Develop a HR handover report for the organisation

1. Celebration

Outline how you will celebrate the project accomplishment with the team (30-50 words)

After a great year for the company MMI and a successful project already in place, the company is
happy to invite all of the project team members to a weekend getaway at Surfer’s Paradise in Gold
Coast. The company will run with the transportation, accommodation and breakfast costs.

As an extra incentive for all of our MMI staff that were part of the project, a gift card will be handed
to them, valid for in hotel purchases.Activities like snorkelling and coral reef visit will be available.
The company is deeply grateful with all of the project team members, because they have
demonstrated an extraordinary work and the project has reached the highest expectations
approval.

2. Survey

Develop a survey to ask the team for feedback.

 8-10 questions, mixed of closed and open questions.

 Consider leadership and management from the project manager, communication within the
team, and other stakeholders, training opportunities, skills development, personal and team
achievements.

Copy and paste the questions below:

For the first 6 questions please respond from 1 as the lowest rate to 10 as the highest rate.

1. Project manager inspires continuous growth and learning in others?


2. Project Manager handles conflict in an appropriate manner?
3. Project Manager takes initiative to solve problems?
4. Has the communication between stakeholders been open/effective?
5. Has the project been an opportunity to learn new skills?
6. Have you achieve your personal goals and objectives at the end of this project?
7. Share a concrete experience within the project that was positive.(Reply below)
8. Share a concrete example within the project were the outcome was not as expected. (Reply
below)
9. Share any comments or suggestions regarding the project.

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Reference: https://www.tinypulse.com/blog/sk-50-must-have-questions-for-your-employee-
feedback-survey

3. Email to the team

Send an email to team members advising them about the opportunity to meet with you to discuss
their experience with the project.

Additionally, inform them about the survey (Task 3.2B2) and its importance. Give them a timeframe to
respond to the survey. Include the survey as the attachment in your email.

Use Template 2 to write the email.


The email text should be in grammatically correct English, written in an appropriate (polite, business-
like) style.

(80-120 words)

Template 2 - Email

Email 2 to Project Team


To: Project Team
Cc: Project Team
Bcc: Project Team
Subject: Project Finalisation and Team Feedback Survey
Date email is sent: June 26, 2021
Attachments: Employee Feedback Survey

Dear Project Team,

The purpose of this email is to thank to you all for your performance and successfully achieved
the project deliverables and objectives.Also to let you know that since next week I will be
engaging in meetings with all of the project team members to discuss their overall experience
within the project, their next steps with MMI or outside. Also discuss future opportunities to
team up in future projects.

In addition to this you will find attached a file to this mail, regarding a team feedback survey
that I will like you to respond within the next two days. And get back to me, as I will need this
information to undertake our meetings next week.

Thanks again to all of you, great job.

My best regards,
Jeison Restrepo
Manager MMI

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4. Handover report

Develop a HR handover report for the organisation to address the following:

 Overall performance of the team


 Recommendations on skills and knowledge required in a project team
 Recommendations on HR management and leadership processes that could be implemented
 Recommendations on project management and leadership for other project managers
 Staff transition strategy

Template 4 – HR Handover Report


HR Handover Report

Overall performance of the The performance of the team was outstanding and really
team impressive, even thought there were some issues and problems,
we were able to surpass the difficult situations and have a lot of
(30-50 words) learning experiences.

Recommendations on skills - Project management knowledge


and knowledge required in a - Problem-solving skills
project team - Conflict resolution skills
- Communication and team conversation skills
(5-7 skills) - Risk management
- Customer management
- Conflict management

Recommendations on HR - Align business strategies with external and internal factors


management and leadership - Ensure that the talent strategy also aligns with the
processes that could be company’s overall plan
implemented - Evaluate what training is essential and execute it
appropriately
(2-3 recommendations) - Use various tools and methods to assess the capabilities of
your workforce
-

Recommendations on how to - Provide the project team with development, which means
manage project human giving the employees the skills they need to be effective
resources and lead them for members of any team
- Create a formal project document in order to help keep the

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HR Handover Report

other project managers team on track


- Hold an official project kick-off meeting in order to motivate
(4-5 recommendations) and inspire the team members
- Use the principles of agile in project management which
means breaking the project into milestones
- Build the project plan and define what the group will do
- Conduct project debrief where you give the project team an
opportunity to celebrate their success and reflect on best
practices for the future.

Staff transition

Summarise how project personnel will transition to new roles or will be re-assigned to previous roles. (50-80 words)

The project personnel will transition to new roles in the following steps:

1. Talk to them and highlight the skills to use in the new role
2. Explain the changes from old to new in order to eliminate confusion
3. Set a lead time in order to allow internal adjustment
4. Provide proper training
5. Create goals for the new position
6. Conduct a departmental meeting to discuss the changes
7. Transition slowly in order to make it lighter and less stressful.

Record

Project Title: Human Resources Project Client: ZZ Date: June 26, 2021
Handover Version: 2

Project Sponsor: XX Project File Name: Human Resources Handover


Manager: Report
Jeison
Restrepo

Task 3.3 Case Study

Refer to the work performed in Task 2.2.

Write an email to the marketing manager advising him about how to disband their project team.

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Use Template 2 to write the email.
The email text should be in grammatically correct English, written in an appropriate (polite, business-
like) style.

(80-120 words)

Template 2 - Email
Email to Marketing Manager
To: Marketing Manager
Cc: Marketing Manager
Bcc: Marketing Manager
Subject: Disband the Project Team
Date email is sent: June 27, 2021
Attachments: Disband the Project team report

Dear Marketing Manager,

The purpose of this email is to provide you with advise about how to disband our project team,
and is the following:
- Formal Project Sponsor sign off
- Complete and document the lessons learned
- Release the resources
- Celebrate with your team and award them for their hard

These are the only recommendations that I can give to you. Congratulations on the successful
closure of the project

If there are any comments or suggestions, do not hesitate in contacting me.

Kind regards
Jeison Restrepo
Project Manager MMI

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RTO Provider: 91153 - CRICOS Code: 02672K
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