Assessment Templates

BSBPMG522 Undertake project work

Student ID Student Name

First Name: Jonathan

48206
Last Name: Escobar Saiz

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.

As a project manager it’s a must understanding the businesses environment, their nature,
projects and staff. Therefore, documents are based on the resources the company may own
or acquire and they can help defining the project. Organizational documents that defines
important parameters at any stage are:
 A contract or agreement
 Time frames for the project

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

A contract or agreement: One of the most important documents because it describes widely
the scope’s project and the duty of the different stakeholders involve in a project. It contains
vital information as the scope, goals, standards, fees, payments and budget. Besides, a
contract has a legal connotation as it involves a budget, requirements, specifications and
standards that need to be meet during the project, also known as memorandum of
understanding (MOU).

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

Who are the stakeholders and their responsibilities with the project?
What standard procedures or protocols and policies exist in this project?

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.
Example 1: A construction company is working on a new project which is located in a
metropolitan area and they have found there are endemic trees where a building supposed to
be built. Even when the easy way will be removing the species, this decision implies a
commitment to plant and care new plants for the following 10 years. As the company has been
working hard to meet a Leadership Energy Environmental Design certificate, with the
collaboration of some environtmentalologists, environmental engineers and biologist, they
decide this it will be against their principals and policies, considering most of the trees are in the
middle of their biological life they cooperate with the design to adjust the spaces around them.

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 The decision is consulted with the CEO’s and even when it will need a redesign process and takes
more time, it will benefit the company better as It will be cheaper than a 10-year maintenance
duty stablished in the contract (Cost-benefit).

Example 2: The same company needs to work on a critical scenario as It is marked as a milestone
in the project schedule and dashboard, also with constructive complexity because they may need
to lift up 10 steel girders and it has a predecessor activity which also takes time to complete.
However, the machinery and equipment brought to the construction site do not meet WHS
parameters due to ground instability when gets wet. The forecast may have shown a better
weather but in fact it has been raining during the morning, therefore the activity and
construction phase has been classified as a high risk activity and the stakeholders decided to stop
the activity even when it represents a difficult stage at the work progress. The CEO’s understand
safety is first and duty in the construction site and they will assume deliverables and budget
overrun.

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

1. People undertaking project tasks understand their responsibilities and duties, also the
project’s scope and how the team works and support.
2. Having signed and understood a contract or an agreement, their duties and the equipment
they may need to fulfill their requirements as employees.

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

1. Critical Path method: It is a project management tool that shows the sequence of activities
in a project in dependent and independent tasks where dependent are the ones will form
the longest duration or critical stage during the project schedule.
2. Cost schedule control system: this tool divides the activities in a project with their cost and
a theoretical time to be finished, this way we know milestones achieved o time and cost
which usually are related.

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.

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

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

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: ............................................................................................................................. 7
Background: ...................................................................................................................................... 7
Section 1: Define the Project ................................................................................................................ 8
Project Scope and contribution: ....................................................................................................... 8
Key stakeholders:.............................................................................................................................. 8
Operational policies, procedures and protocols, as well as legislation, regulations WHS and codes
of practice: ........................................................................................................................................ 8
Bizops policies on budgets and finance, record-keeping, reporting and quality assurance: ........... 8
Project resources: ............................................................................................................................. 8
Section 2: Planning and Implementation ............................................................................................. 9
Managing and monitoring: ‘Record-keeping and Reporting procedures’ ....................................... 9
Project Risks:..................................................................................................................................... 9
Budget items:.................................................................................................................................... 9
Staff engagement: ............................................................................................................................ 9
Staff transition: ................................................................................................................................. 9
Section 3: Project Review ................................................................................................................... 10
Section 4: Lessons Learned ................................................................................................................. 10

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Executive Summary:
Complete the executive summary after you have completed the report. This should describe the
purpose of the report and summarise what the report includes.

Background:
Write an introduction about the context of the project. You will find this information in the
assessment description and email from Gina Harris and the Scope document on Moodle.

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Section 1: Define the Project
Project Scope and contribution:
Use the project scope and business documents.
Document project objectives and include how the objectives contributes to meeting the
organisational mission, vision, business goals. This part shows relationship between the project and
the company. “Don’t just copy and paste the mission, vision statements etc”.

Key stakeholders:
You need to detail the key stakeholders of the project, the lines of authority (identify reporting
relationships and who will provide final sign-off) and outline your own responsibility/authority.

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

regulations WHS and codes of practice:
Search in the business documentation for BizOps policies, procedures and protocols, as well as
legislation, regulations and codes of practice (including WHS) that apply to the workplace or that
may affect the project and your project role.

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

quality assurance:
Search information in BizOps Business documents and provide policies and procedures and any
legal requirements when dealing with budgets and finance, record-keeping, reporting and quality
assurance as it applies to this project.

Project resources:
What resources are required for the project? This should include specific resources including
human, financial and equipment resources. Note: The resources must not be general resources you
must think about the project and provide details of the types of resources.

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Section 2: Planning and Implementation
In this part you need to use the information provided in the assessment –‘ Pre-Training and Post
training Feedback, Scope document and other BizOps business documents to explain how you will
manage and monitor the project to be rolled out to the other 10 Vic/Tas stores.

Managing and monitoring: ‘Record-keeping and Reporting

procedures’
Provide the methods you will be using for record-keeping and the reporting methods you will be
using to keep in contact with project stakeholders.
Develop an WBS structure in the form of an excel spreadsheet or use other application to show the
project of deliverables. Use the scope document ‘Timelines’ to understand the deliverables.

Project Risks:
Outline the risks and explain how these will be managed. Use the Risk management policy and
procedures to respond.

Budget items:
NOTE: You need to understand who this project is sponsored by. Ensure you understand the term
acquitting and reporting on finances.
Identify budget items and format as per the table in the scope document.
Explain how you will manage resources and finances and provide a strategy for acquitting and
reporting on finances at the conclusion of the project. Refer to the relevant policy.

Staff engagement:
Explain how team members are engaged throughout the project. In other words, how will they
access information about time lines, work breakdown and deliverables so that they understand
what is required to meet their obligations.

Staff transition:
Explain how you will ensure a smooth transition to a previous job function or to a new
role for seconded staff after the project is completed.

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Section 3: Project Review
<You must include your team Agenda here> (Team based Agenda)
Create an agenda for a team meeting to review the project and project outcomes with
suggested discussion items:
 project scope
 planning for the project and its implementation
 finalisation and review of the project

Section 4: Lessons Learned

Write a brief report that summarises the review of the project outcomes against the project scope
and documents lessons learned from the project.

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