Assessment Templates

BSBPMG522 Undertake project work

Student ID Student Name

  First Name: Geovana

Last Name: Sant’ana

Student’s declaration:
By submitting this assessment, you acknowledge and agree to the following conditions. Check all
boxes if you agree.
I have read and understood the details of the assessment

I have been informed of the conditions of the assessment and the appeals process and
understand I may appeal if I believe the assessment is not equitable, fair or just

I agree to participate in this assessment, and I am ready to be assessed

I declare that the attached is my own work or in collaboration with other members of a
group as required
I have acknowledged all sources where appropriate in accordance with Greystone
College’s Academic Integrity Policy, and I believe other group members have done the
same

Submitting your assessment:

Complete all assessment tasks, upload the Templates document and submit in Moodle for grading.
Videos and information on how to submit work through Moodle are in the FAQ section of your VET
Orientation course. Once your assessment is graded, you will receive an email notification. Check
your grades and submission feedback on Moodle.
Assessor’s acknowledgement:
Please verify each of the following principles of assessment by placing a tick in each box. Refer to
the assessor's handbook for further information if required.

Authentic: I am assured that the evidence presented for assessment is the learner’s
own work
Valid: I am assured that the learner has the skills, knowledge and attributes as
described in the module or unit of competency and associated assessment
requirements
Current: I am assured that the assessment evidence demonstrates current
competency. This requires the assessment evidence to be from the present or the very
recent past
Sufficient: I am assured that the quality, quantity and relevance of the assessment
evidence enable a judgement to be made of a learner’s competency

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Task 2 – Knowledge Questions Template
Please provide answers, under each question, to the following nine (9) questions:

1. List two organisational documents or resources that can help define project parameters.

 Work Breakdown Structure

 Project Business Case

2. Choose one document or resource from those listed in Question 1 and explain how it
helps define project parameters.

The use of a work breakdown structure improves planning by allowing you to visualize the project's
scope and break it down into more achievable stages. This transparency makes it simple to
communicate expectations to stakeholders and team members, as well as track project progress.
Thus, it helps to set priorities in addition to providing visual data on what needs to be done, when a
task needs to happen and how much the tasks can be interdependent.

3. Outline two questions or considerations for a person managing part of a project when
identifying the extent of their responsibility.

- What is the main objective of this project and how will its development impact the
company's daily activities?
- Nothing can be done alone, therefore it is essential for the correct development to know
how to delegate tasks as well as identify who are the right people to carry out the proposed
activities.
4. Provide two examples that illustrate why it’s important for a project manager executing a
project to consider organisational objectives and the relationship of the project to other
projects.

Let's imagine that a company's board requests that an action be developed to optimize the
production time of a particular product to reach a specific target audience. Suppose that the
project manager for some reason was not at the meeting where this was informed and when
developing the project, he establishes an action thinking about the development of product x,
which is the opposite of product y (which should be product a be developed). In this scenario, the
company, instead of attracting a specific audience and expanding its sales, as was the objective,
will very likely drive away this audience, reducing its visibility. Therefore, knowing the details of the
organizational objectives is very important to achieve the expected results.
Taking the same idea, suppose that, instead of launching a new product, the company's objective is
to increase sales, but for some reason the project scope is developed to reduce expenses and one

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of the chosen alternatives is to contain the marketing strategies. Assuming that one of the ways to
increase sales is investing in marketing campaigns, again the lack of knowledge of the
organizational objective when requesting the development of the project, would cause an opposite
result to the expected.

5. Identify two factors a project manager should consider when allocating human resources
to a project.

- The scope of the project and the tasks that need to be performed.
- The skills needed to develop the identified tasks and the time needed to develop them.

6. Provide two examples of project management tools, explaining how each can contribute
to project management.

Network Diagrams: These diagrams are one of the most essential project management tools that
can be used during the planning process. They're useful since all outstanding or current tasks must
be finished before beginning new ones. Aside from that, every arrow in the Network diagram
denotes a logical priority.

7. You are managing a project to train staff members in a specialist, high-risk work role.
Training must be delivered within a given time frame, in your workplace by a technically
qualified and experienced trainer.
Using the five-step risk management process, identify two risks to the project and suggest
how these risks could be controlled.

1 Delay Risk: signed contract with monetary penalties if training is not finished by a certain
deadline. Check on taff Suitability: In this topic, it will be necessary to create a complete list of
employees (matrix) and only deliver training to those who qualify.
2 The training location/suitability: this includes having an alternate venue booked, checking all
equipment for safety and compliance, making a technical visit, putting up WHS signage, and
preparing for emergency evacuation procedures.

8. Where WHS risks exist in a project, provide two suggestions for how such risks can be
identified and/or managed.

WHS risks can happen in the production area due to the non-functioning of a certain equipment or
due to the improper use of safety equipment, for example. Such risks can be managed through
constant monitoring to check the equipment operation in the first case, and team training in the
second.

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 9. Explain the difference between direct and indirect costs, giving an example of each.

Direct costs include things like company-owned equipment that is utilized/loaned/borrowed to

execute project duties, costs associated with staff, human costs, and supplies/consumables needed
by individuals involved in the project.
Physical materials, such as plant inputs, that are required for production are examples of indirect
costs. Electrical energy, water, refrigerants, and other supplies; lubricants, oils, cleaning supplies,
tools and work equipment, and maintenance materials, for example.

Nine (9) Questions Total

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Task 3 - Project: Review Report Template

BizOps Enterprises

Retail staff leadership / customer

service / first aid / professional
development project

Phase 2 Review Report

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Contents
Executive Summary:.............................................................................................................................6
Background:.....................................................................................................................................6
Section 1: Define the Project................................................................................................................7
Project Scope and contribution:.......................................................................................................7
Key stakeholders:.............................................................................................................................7
Operational policies, procedures and protocols, as well as legislation, regulations WHS and codes
of practice:.......................................................................................................................................7
Bizops policies on budgets and finance, record-keeping, reporting and quality assurance:...........7
Project resources:.............................................................................................................................7
Section 2: Planning and Implementation.............................................................................................8
Managing and monitoring: ‘Record-keeping and Reporting procedures’........................................8
Project Risks:....................................................................................................................................8
Budget items:...................................................................................................................................8
Staff engagement:............................................................................................................................8
Staff transition:.................................................................................................................................8
Section 3: Project Review.....................................................................................................................9
Section 4: Lessons Learned..................................................................................................................9

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Executive Summary:
This report examines Phase 2 of the Retail Staff Leadership, Customer Service, First Aid, and
Professional Development initiative. Gina Harris has asked for this in order to ensure that the
training provided to employees and supervisors is suitable and makes the most use of BizOps
resources. This study offers recommendations for alternative training so that BizOps can continue
to be the customer's preferred retailer and keep its position as Australia's number one retailer in
its industry. BizOps intends to concentrate on innovation and green solutions in order to maintain a
competitive advantage over its rivals.

Background:
Beginning July 1, the initiative will select, train, and assess suitable units of competency for staff
professional development in one or more streams over a 6- to 12-month period. According to
BizOps management, full qualifications are not required, and employees will only be trained in
areas of competency that are relevant to their job. The employer will cover the entire expense of
training and development. The Human Resources Manager will oversee the project, which will be
overseen by the Training and Development Coordinator (and employees).
Project staff may opt to engage training providers who are not on the BizOps approved provider list
to conduct supervised assessment arrangements. To be considered for preferred provider
designation, new suppliers must complete the application process as well as contractual criteria.

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Section 1: Define the Project

Project Scope and contribution:

This project seeks to give professional development to retail sales workers in ten retail
establishments across Victoria and Tasmania. Phase 2 of the project was just completed at three
retail outlets in Victoria and Tasmania. This report will assist us in fine-tuning the program to
ensure that we are making the most efficient and effective use of our resources. If this experiment
proves to be a success, it might be used to justify a rollout to all 150 BizOps retail outlets across
Australia.

Key stakeholders:
Stakeholders Position Roles
Geovana Sant’ana Training and Develop Project Manager
Coordinator
Mike Suly Training Officers Senior Training Officer
July River Training Officer
Alex Duphan Retail Training Specialist
First Aid trainer Position to be contracted
Anna Smith Person Reporting to Human Resources Manager

Operational policies, procedures and protocols, as well as legislation,

regulations WHS and codes of practice:
Anti-Discrimination: BizOps strives to create an environment in which its employees are treated
with dignity and respect, and it works hard to ensure that its business practices comply with anti-
discrimination, workplace safety, and equal employment opportunity laws.

Preferred Training Suppliers: Employees must always select from the approved training supplier
list; however, if they prefer to pursue a different growth opportunity, this can be discussed with
their immediate supervisor.

Risk Management: We must limit risks to business, financial and human resources, budgeting and
financial planning while defining the project scope and reviewing the phases of the project.
Gina Harris must approve any spending decisions for this project.

Bizops policies on budgets and finance, record-keeping, reporting and

quality assurance:
Budgeting – Financial planning.
Gina Harris must approve any spending decisions for this project.

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  Information Policy: All project documentation must be developed, used, maintained, made
accessible, preserved, and legally disposed of in accordance with legal and commercial
needs. This includes both paper and electronic documents.
 Risk Policy: covers the project's scope, and the risk management committee must examine
the project to verify that there are no risks to: business operations; operational risk; and
offering recommendations to ensure compliance with legal and regulatory requirements.
 Workplace Health and Safety Policy: BizOps Enterprises is committed to providing a safe
working environment for all of its employees in accordance with its legal requirements. This
devotion is displayed by responding quickly to unhealthy or dangerous situations. All
employees are responsible for workplace health and safety (WHS).
 Policy on Suppliers: BizOps Enterprises personnel must follow the following rules while
selecting and managing vendors.

Project resources:
The following resources are necessary to finish the project:

a) Senior Training Officer VIC/TAS (Brent Bentley) selects training providers - an exhaustive search
will be conducted via the internet and phone calls to identify qualified trainers for each course,
select them, and schedule a meeting to conclude the agreement.

b) With the trainers, utilities will be conveyed and agreed upon, and we'll talk about what kind of
utilities are needed for the training. We'll also need to talk to Fatima and go over the company's
current utilities.

c) Information Technology - We'll need books, the internet, laptops, a presenter, and a printer to
design the training.

d) Financial resources - these will form the basis for the project's overall budget.
This includes the following, but is not limited to:

Awaiting Regional Inputs - meeting with regional managers to revise previous inputs from the
previous 5 years, after which we will be able to develop the project prediction.

Salaries and remuneration - After negotiating the cost of the course and the benefits that the
trainer would want, such as transportation, lunch, and accommodation, we must establish a
financial plan.

Tax Invoice for Training Providers – double-check the tax invoice to make sure it's been paid,
avoiding legal complications and ensuring we're on the correct road.

Purchase orders - study the supplies required for the project, choose the best supplier, and try to
negotiate discounts or financing.

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Section 2: Planning and Implementation

Managing and monitoring: ‘Record-keeping and Reporting

procedures’
The project manager in charge of the project must follow and respect BizOps Enterprises rules and
complete certain solo objectives, such as managing and monitoring the manager's role and other
responsibilities, which include obtaining approval for resource purchasing using existing standard
operating procedures, processes, and systems; creating new processes and systems that facilitate
resource access; determining resource availability; consulting with the project sponsor, and so on.

Monitor Finances: As a project management team, we are required to produce a report detailing
how we are spending our funds. We require detailed financial information, such as the estimated
and actual expenditures; the amount spent in relation to the entire project cost; the estimated
remaining project costs; and other costs that are increasing the project cost.

Project Risks:

Identifying a BizOps risk, which can be any occurrence or activity that could have a negative
influence on the organization, will be the project manager's risk management method. This section
includes events that could result in substantial environmental damage, such as contaminated land,
water, or air; death or injury; failure to meet regulatory or legislative requirements; financial loss
for BizOps; and damage to BizOps' reputation.

In light of the foregoing, it's critical to examine BizOps' Risk Policy, which outlines our commitment
to accomplishing risk management-related strategic and operational goals. This policy reflects our
commitment to ongoing improvement. Risk management will be evaluated through regular
training, monitoring, auditing, and reporting activities. BizOps Enterprises employees are
responsible for putting risk management ideas and practices into action in their specific work
contexts.

Budget items:

Employees Competency Cost Duration Location

undertaking
Sales assistants: Minimise loss 1.950 Online course Online
25
Store supervisory Coordinate interaction with 572 5 days training BizOps Company
staff/senior sales customers
staff: 6 Coordinate work teams
Maintain employee relations
Coordinate merchandise
presentation
Store managers: Provide professional customer 1.200 5 days training
10 service for high value and complex

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 sales
Nominated Provide first aid and 1.850 4 days training plus
permanent staff: cardiopulmonary resuscitation practical scenario
8

Staff engagement and transition:

The process of preparing budgets is sequential in BizOps Enterprises, but it is not straightforward in
practice and involves iteration stages where some procedures may need to be repeated.
Determine budget rules and guidelines; establish a Budget Committee; create assumptions and
forecasts; produce functional and subsidiary budgets; produce the master budget; gain budget
approval; publish and implement the budget are the processes in the budgeting process.

The following budget items have been considered for the current project: the cost of the units for
the employees who need training, which includes the cost of each employee's course.

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Section 3: Project Review
Post-Project Review Meeting - Agenda
Topic: Professional development project Stakeholder Time
Project overview: Project Manager 10min
To increase the company's client base and maintain positive
customer relations, which will help the company's reputation and
growth. This project team will be made up of members from the
coding group, quality control, and the project manager, who will be
in charge of overseeing and executing the project. The project
manager is responsible for informing the organization's managers
on the status and performance of each project resource.
Review: All 10min
The project's success was due to everyone's efforts. It's been tolled
and won yet again. As a result, from the beginning, the goals were
well-known. On schedule, the deliverables were completed. The
work was properly planned. Employees may have arrived fifteen
minutes and a half hour early instead of fifteen minutes and a half
hour late. Because everything had been planned ahead of time,
everything happened according to plan.
Outcomes: All 35min

Customer satisfaction has increased as a result of the improved first

aid training. Everything went according to plan because planning
had been done ahead of time.

It could have gone better: instead of being fifteen minutes and a

half hour late, staff could have arrived on time. There has been a
lack of communication among the members of the team. Messages
to team members were always sent late. Some team members
always stated that the boss had neglected to provide them with
adequate instructions on how to finish the assignment. Squabbles
with the boss have occurred. We had been having resource issues.
We were unable to compensate our staff for their efforts at the
time.
Further actions: All 5min
Hire employees who are more dependable, arrive on time, and do
not take a lot of time off or change jobs regularly.

Section 4: Lessons Learned

The importance of finishing the job on time without putting the job at risk of not being completed;
working as a team is the best option for identifying possible productive gaps; it's critical to ensure
that all members of the various teams meet the established objectives; and, as a supervisor, you
are expected to take action on employees who are late for work.

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