BSBPMG430+-+Assessment+Task+2+v2 1

Assessment
Task 2
Undertake project work
BSBPMG430
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
Student name
Student ID
number
Student Date
signature
Task Number
BSBPMG430 - Undertake project work V3 2021 Page 2

RTO Provider: 91153 - CRICOS Code: 02672K
greenwichcollege.edu.au
------OFFICE USE ONLY-----
For Trainer and Assessor to complete:
Student requested reasonable adjustment for the assessment
Completed successfully Comments Y N D

N
S
Did the student satisfactorily:
The student has satisfactorily completed

and submitted the following:
● List of project team members
● Project snapshot document in Task 2.1
● Project Plan in Task 2.2
● Gantt Chart in Task 2.2
● Observation checklist in Task 2.3
● Summary of feedback in Task 2.3
The student attended the project briefing

session and participated actively:
● Listened actively
● Asked questions

N
S
● Took notes
● Clarified information
Feedback in comments.
Demonstrated ability to:
● Identify project scope
● Define project stakeholders
● Identify responsibilities of relevant

stakeholders and reporting
requirements
● Identify availability and access of

resources for undertaking the project
● Identify project management tools
This is evidenced by:
● Project snapshot document in Task 2.1
● Seek clarification from delegating

authority of issues related to project
and project parameters
● Clarify the relationship of the project to

N
S
other projects and to the objectives of

the organisation
● Participation in the project briefing

session (Refer to Marking Sheet)
● Identify risks and develop a risk

management plan for the project,
including Work Health and Safety
(WHS)
● Develop project budget and timeframe

and seek approval from relevant
stakeholders
● Access project management tools
● Develop project plan according to

project parameters and deliverables
● Finalise project plan
● Project Plan in Task 2.2
● Gantt Chart in Task 2.2

N
S
● Consult team members and apply their

views in planning the project
● Communicate to project team members

their responsibilities and project
requirements
● Gain necessary approvals to commence

project according to documented plan
● Observation checklist
● Summary of feedback
● Establish and maintain required

recordkeeping systems throughout the
project
● Use of appropriate templates and

recordkeeping system in Task 2.1 and
2.2
When collaborating with the group, the

student has actively participated in group
work with a substantial contribution that
can be assessed individually for all this

N
S
task's requirements.
Task Outcome: Satisfactory Not Yet Satisfactory
Student Name:
Assessor Name:
Assessor Signature:
Date:
Table of Content
Student Declaration 2
Task 2 – Develop a project plan 6
Task 2.1 Establish the project parameters 9
Task 2.2 Develop the project plan 12
Task 2.3 Consultation and approval 21
References 22
Appendix 1 – Scenario 23
XYZ Organisational Chart 24

Ownership 24
Key to Success 24
About the Product 25
Target Market 25
Objectives 25
Vision 26
Mission 26
Values 26
Strategic Direction 26
The project 27
Project conditions 29
Task 2 – Develop a project plan
Task summary and instructions
What is this You are a Project Manager in charge of planning, executing and
assessment task finalising a project.
about?
To complete this task, please refer to Appendix 1 – Scenario at the
end of this assessment document.
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:

● Identify project scope
● Define project stakeholders
● Seek clarification from delegating authority of issues related to

project and project parameters
● Identify responsibilities of relevant stakeholders and reporting

requirements
● Clarify relationship of project to other projects and to the

objectives of the organisation
● Identify availability and access of resources for undertaking the

project
● Identify risks and develop a risk management plan for project,

including Work Health and Safety (WHS)
● Develop project budget and timeframe and seek approval from

relevant stakeholders
● Consult team members and apply their views in planning the

project
● Identify and access appropriate project management tools
● Develop project plan according to project parameters and

deliverables
● Finalise project plan and gain necessary approvals to commence

project according to documented plan
● Communicate to project team members their responsibilities and

project requirements
● Establish and maintain required recordkeeping systems

throughout the project
Your assessor will be looking for demonstrated evidence of your

competency in the above.
You are required to address the following:
● Task 2.1 Establish project parameters
o Assess project requirements and scope of the project
● Task 2.2 Develop project plan
o Develop a project plan
o Obtain approval for the project plan
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
satisfactorily?
● complete the tasks with sufficient detail and present them in a
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:
● Project briefing session with project sponsor in week 1 (Role-Play)
● Meeting with the project team in week 3 (Role-Play)
● Meeting with the project sponsor in week 3 (Role-Play)
You must submit to GOALS
● List of project team members
● Project snapshot document
● Project Plan
● Gantt Chart

● Observation checklist
● Summary of feedback
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:

You will work in simulated work conditions and consult with the project sponsor (played by the trainer
and assessor) and the project team.
Six to eight team members (two to four students plus four virtual team members) must be utilised
and budgeted for. The COO (project sponsor, the assessor), will determine the composition of the
project team.
Please list the names of the project team members (students in the team 2-4), following the briefing
session in Task 2.1.
John
Mike
Sarah
Lilly
Virtual team member
Virtual team member
Virtual team member
Virtual team member
Task 2.1 Establish the project parameters
1. Read the Project scenario provided in Appendix 1.

2. Consider the policies and procedures provided in a separate folder.
3. Schedule a time with the trainer and assessor in week 1 of class and meet with the project
sponsor (30 minutes) for a project briefing. This is a Role-Play where the trainer and assessor will
play the role of the project sponsor in simulated work conditions.
● Make sure to have read Appendix 1 – Scenario at the end of this document before the meeting
to prepare questions about project requirements.
● The trainer and assessor will evaluate your performance during the meeting. They will validate
your participation and provide feedback in the marking sheet.
● If you are absent from class, it is your responsibility to make alternative arrangements with the
trainer and assessor to meet with the project sponsor.
4. Based on the meeting and the information provided in Appendix 1 – Scenario at the end of this
document develop a Project Snapshot document (Template 1).

Template 1 - Project Snapshot
The project snapshot summarises the purpose, deliverables, stakeholders, resources, risks, interdependencies and success criteria of the
project.
Project snapshot
Name of project: ZEEMH Coffee Academy Website Development
Project purpose:
Address the following:
o Identify 3 goals/objectives of the project,

o Develop and launch a user-friendly B2C online coffee-making training course website within three months.
o Achieve a minimum of 250 enrollments within the first months post-launch.
o Enhance brand awareness and expand international reach through strategic alliances.
o Define the reason for undertaking the project (for example, define the problem/opportunity related to the project).
o To capitalize on the marketing strategy of providing online coffee-making courses, aiming to improve brand
recognition, expand to international markets, and foster strategic alliances.
o Identify any other projects that have been undertaken in the past, are currently underway, or planned for the
future that will or may be affected by, or simply connected to, this project
o Future projects may include enhancing the coffee production process, staff training in CRM, pursuing a
strategic alliance for coffee export to Japan, and additional marketing initiatives.
o Relation to strategic directions (30-50 words)
o The project aligns with ZEEMH's strategic direction by leveraging digital platforms to enhance brand
recognition and support strategic partnerships for sustained growth and innovation in the premium coffee
market.
Budget:
The project budget is set at $35,000.
Project timeframe:
The project is expected to be completed within a three-month timeframe, from the day the Project
Brief is approved.
Deliverables with timeframes Stakeholders

(5-7 deliverables). Add additional rows if needed. Who is the sponsor, project manager, customers, and
other key groups who can impact, or be impacted by,
Deliverable Timeframe this project? Identify and list 5-8.
● Chief Operating Officer (COO)

Project brief approval December 5, 2023 ● Project Manager
● Customers: B2C users
● Board of Directors
Website planning and ● Human Resources Department
December 15, 2023
design completed

Project snapshot
Web developer selection

December 20, 2023
and approval
Coffee making courses

January 10, 2024
uploaded
Website launch and

January 20, 2024
communication plan
Project Manager's responsibilities and reporting requirements:
PM responsibilities when
managing the project
● Develop and oversee the project plan.
(5-7) ● Source and liaise with the web developer.
● Coordinate testing and support website launch.
● Manage coffee-making course development collaboration.
● Implement and report on financial control.
Reporting requirements
for the Project Manager.
(2-5) ● Provide bi-weekly progress reports to stakeholders.
● Submit executive reports as necessary.
● Share ad-hoc and end-of-project reports.
Resources Risks
Financial, people, equipment, facilities, software, etc. List 5-8. Identify and list 5 risks.
● Project budget of $35,000. ● Insufficient team capacity due to

● Project team members, including marketing and existing workloads may impact
client service officers. project performance.
● 2 laptops for the project team. ● Limited project management
● Access to ZEEMH facilities in Port Melbourne. knowledge within the
● Utilization of the XYZ shared file system. organization poses a potential
challenge.
Outline how to access resources (30-50 words)
● Concurrent projects may lead to
To access resources, I collaborate with the HR competing priorities, affecting the
department, ensuring the allocation of funds, personnel, project's focus.
and equipment. The XYZ shared file system is utilized ● High staff turnover in the client
for streamlined document management. service team could impact project
continuity.
● A product recall for a new coffee

Project snapshot
blend may negatively affect

ZEEMH's reputation, requiring
additional public relations efforts.
Interdependencies Success criteria
Outline interdependencies with other projects, groups, system interfaces, How we know, we are successful. Identify and list 3-5
etc. success criteria.
Interdependencies include potential collaboration with ● Achievement of 250 enrolments

future projects enhancing coffee production, within the first months post-
coordination with the CRM training program for staff, website launch.
and alignment with strategic alliances for coffee export ● Positive feedback and
to Japan. engagement from B2C users
participating in coffee-making
courses.
● Increased brand awareness and
market share, aligning with
strategic objectives, and client
retention improvements.
Project Status
o identify what has already been decided about the project,
o The project budget has been set at $35,000, covering wages and expenses for website
development and launch.
o identify what decisions have already been made,
o Key decisions include engaging a web developer, seconding team members, and
allocating funds to marketing, HR, and quality improvement.
o identify what work has already been done in relation to the project,
o Website planning, team selection, and budget approval are completed project tasks.
o determine any assumptions (min.2) or constraints (min.2).
o Constraints include existing staff capacity issues

o Potential challenges in managing the concurrent workload of team members.
(40-80 words)
Special provisions
Lists any regulations, ethical or legal considerations for the project (list 3-5)
● Adherence to privacy laws and regulations governing online education to ensure ethical
handling of customer data.
● Compliance with fair labor practices and employment laws in the recruitment and
management of project team members.
● Implementation of quality control measures to meet industry standards and uphold

Project snapshot
ZEEMH's commitment to sustainability and fair trade.
Project Management Tools

Identify and list what project management tools you will need to complete the project management plan and deliver the project (list 3-
5).
● Gantt chart
● CRM
● PERT chart
Record
Complete the filing record below so that the project document can be saved in the project management record system.
Project Title: ZEEMH Coffee Academy Website Project Client: Date: 2 Dec, 2023
Development ZEEMH Version: 1
Project Sponsor: COO Project File Name: Project snapshot

Manager: Project
Manager
Task 2.2 Develop the project plan
1. Review the work completed Task 2.1, and the Scenario for Assessment in Appendix 1.
2. Develop a project plan (Template 2).
3. Once you have completed your first draft of the plan, consult with your team members in week 3
(Task 2.3) taking their views into account.
4. After the team meeting, refine your draft and present it to the project sponsor for approval (Task
2.3) in week 3 of class.
5. Finalise the project plan before submitting your assessment.
● The assessor will check that the Project Plan has been finalised based on feedback received
when marking the assessment.
Template 2 -Project Plan

The project plan is the basis for monitoring and controlling the project. All project information is consolidated to date, forming the basis for
monitoring and controlling once the implementation of the project commences.
ZEEMH Coffee Academy Website Development

Project Background
Provide an overview of the project based on your work at project initiation phase, update information if required.
Address all the following:
1. The purpose of the project
2. The project background and strategic context.
3. Other related projects
4. Objective of the project (3-5)
5. Project client/owner
(50-100 words)
The purpose of the project is to develop a B2C online coffee-making training course website for
ZEEMH to enhance brand awareness and expand into international markets.
The background of this project is that ZEEMH aims to diversify its offerings by providing premium
coffee-making courses online.
There are potential collaborations with CRM training and strategic alliances for coffee export aligned
with ZEEMH's broader business objectives.
Objectives:
● Develop and launch a user-friendly B2C online coffee-making training course website within
three months.
● Achieve a minimum of 250 enrollments within the first months post-launch.
● Enhance brand awareness and expand international reach through strategic alliances.
ZEEMH company itself is the client of this project.

Project Scope Statement
Develop a scope statement to define the project, including the overall budget and duration of the project.
(20-50 words)
The project scope involves developing a B2C online coffee-making training course website for
ZEEMH, encompassing website planning, development, testing, and launch within a three-month
timeframe. The overall budget for the project, inclusive of wages and expenses, is set at $35,000.
Complete a project scope document. This tool can be used with key stakeholders to clearly define the logical boundaries of the project.
Ensure that you note any requirements that are out of scope to achieve absolute clarity about what is and is not covered by this project and
avoid the potential for problems later on.
Project Scope Document
In scope
List what is in scope ● Development of the B2C online coffee-making training course website.
● Integration of marketing and client service team members for project
support.
Out of scope
(exclusion)
● Actual development of the online training course content (handled by a
List what is not in strategic partner).
scope
● Major modifications to the existing ZEEMH website beyond the project's
focus.
Assumptions
List assumptions (2- ● Availability of required project team members during their allocated time.
5)
● Effective collaboration with the chosen strategic partner for course content
creation.
Constraints
List constraints (3-5) ● Limited financial resources with a budget cap of $35,000.
● Time constraints with a fixed three-month timeframe for planning,

development, testing, and launch.
● Workload constraints on project team members due to existing

commitments.
Record
Complete the filing record below to save the project document in the project management record system.
Project Title: ZEEMH Coffee Academy Website Project Client: ZEEMH Date: 2 Dec,
Development 2023
Version: 1
Project Sponsor: COO Project Manager: File Name: Project Scope Document
Project Manager
WBS
Complete a Work Breakdown structure for the project. A work breakdown structure (WBS) in project management is a tool used to define
and group the project's discrete work elements to organise and define the total work scope of the project. The WBS is a dynamic tool and
can be revised and updated as needed by the project manager.
Develop the WBS for 3 levels work package starting with the key deliverables (3-5) and then adding work-packages (2-3/deliverable) and
sub-work packages (2-3/deliverable).

ZEEMH Coffee
Academy Website
Development
B2C online coffee-

making training course Integration of marketing
Project documentation
website and client service team
and reporting
members
Develop website
Establish collaborative Implement bi-weekly
architecture and workflow procedures reporting system
navigation
Define user Define roles and Design report

responsibilities for templates and
interface design marketing and client communication
elements service integration protocols
Record
Project Title: ZEEMH Coffee Academy Website Project Client: ZEEMH Date: 2
Development Dec, 2023
Version: 1
Project Sponsor: COO Project File Name: WBS

Manager:
Project
Manager
Project Stakeholders
Use the following template to identify areas, groups or individuals who may participate in, or are affected by, the project. Include everyone
who has a vested interest. A useful question to ask is: 'What will make this project a success for you?’ 5-8 stakeholders.

Name Work area Stakeholder Impact on/by project,
type (client, requirements, success criteria
end-user)
Marketing Client Directly impacts project success

Jack Green
through marketing strategy.
Client Service Client Critical for understanding client

Marcel Red
needs and ensuring satisfaction.
Sales (Remote End-User Provides insights from the sales

Sarah White Team Member) perspective; impacts user
experience.
Sales (Remote End-User Contributes to sales-related project

Steven Black
Team Member) aspects, influencing success.
Front Client Administrative support ensures

Desk/Administrat smooth project coordination.
Laura Brown
ive Support
(Receptionist)
Record
Project Title: ZEEMH Coffee Academy Project Date: 2 Dec, Project Title:
Website Development Client: ZEEMH 2023 ZEEMH Coffee
Version: 1 Academy Website
Development
Project Sponsor: COO Project File Name: Project Project Sponsor:

Manager: Stakeholders COO
Project Manager
Roles and responsibilities

It is important to identify who the major players are on the project. List the major project roles, responsibilities and the actual people
involved. We have provided some suggested roles below. Adjust the Role and responsibility table according to the project. Add in any
additional roles as required.

Role Name/s Responsibilities
Project client/owner ZEEMH The project client/owner is responsible

The person who requires the project to for defining the project vision and
be undertaken.
ensuring alignment with organizational
goals.
Project sponsor/project COO COO is accountable for providing

director/project board overall guidance, securing resources,
Senior management of the project. and ensuring the project aligns with
Accountable for the success of the
project. Has the authority to commit strategic objectives.
resources.
Project manager Project manager The project manager is tasked with

Person responsible for running the planning, executing, and closing the
project daily within defined authorities
for cost and schedule as agreed with the project, ensuring it meets its objectives
project sponsor/board. within scope, time, and budget.
Manager of the project General Manager The manager of the project manager
manager oversees the professional development
The operational/line manager who the and performance of the project
project manager reports to on a day-to-
day basis. manager.
Project team members Jack Green Project team members are responsible
Staff who will be working on the project. for executing tasks as assigned,
Marcel Red
contributing expertise, and
Sarah White collaborating to achieve project goals.
Steering committee/ Steven Black The steering committee is responsible

working party for providing strategic direction,
To provide advice and Laura Brown
resolving major issues, and ensuring
recommendations.
the project aligns with organizational
strategies.
Record
Project Title: ZEEMH Coffee Academy Project Client: Date: 2 Dec, 2023
Website Development ZEEMH Version: 1

Role Name/s Responsibilities
Project Sponsor: COO Project File Name: Roles and responsibilities

Manager:
Project
Manager
Project Governance
Outline the governance structure of the project, including:
o Project authority levels - authority to approve changes to scope, budget, quality requirements and schedule. Authority to resolve issues
(issue escalation). Authority to manage the project. Expert authority (expert advice).
o Project Manager (responsibilities)
o Project team (responsibilities)
o Project sponsor (responsibilities)
o Any other information related to governance (for example, a project organisation chart) if pertinent.
(80-100 words)
The project board has the power to approve changes to scope, budget, quality requirements, and
schedule, while issue resolution authority is delegated to the project manager. Expert advice is
sought from specialists, contributing to informed decision-making within the established governance
framework.
● The project manager is tasked with planning, executing, and closing the project, ensuring it
meets its objectives within scope, time, and budget.
● Project team members are responsible for executing tasks as assigned, contributing
expertise, and collaborating to achieve project goals.
● Project sponsor is accountable for providing overall guidance, securing resources, and
ensuring the project aligns with strategic objectives.
Communication Plan
Develop a communication plan for the project. Use the template provided below. 5 communication needs must be addressed. Add
additional rows if needed.

What Who Purpose When/ Type/methods
frequency
What is communicated Who the The purpose of the When the The type and method
communication is for communication communication of communication
happens and
how frequently
Keep stakeholders
Project manager
Project updates informed about Bi-weekly Email
progress
Obtain approval for

Project sponsor
Budget approval project budget As needed Formal meetings
Project team Online

Address and resolve
Issue escalation members As needed collaboration
project issues
tool
Steering
Milestone Celebrate project Video
committee Monthly
achievements milestones conference
Monthly Virtual meetings

Risk
Discuss and plan risk
Risk mitigation management
mitigation strategies
team
Record
Project Title: ZEEMH Coffee Academy Website Project Client: ZEEMH Date: 2 Dec,
Development 2023
Version: 1
Project Sponsor: COO Project File Name: Communication Plan

Manager: Project
Manager

Schedule
Using the information that you generated in the work breakdown structure, develop a schedule for the project. Complete the milestone
register below (5-10 milestones, add additional rows if needed) complete and attach to your submission a Gantt Chart (the use of excel or a
project management software is recommended).
The Gantt chart must address, at a minimum: 5 milestones, associated sub-tasks (2-5 per milestones), responsibility for each sub-task, start
date and end date, actual completion column and a comment/status column. Suggested link:
o http://www.ganttproject.biz/
o https://www.youtube.com/watch?v=5rHCSa5ad34&feature=youtu.be
Item Milestone date Responsibility
Project initiation: Dec 7, 2023 Project Manager
● Develop project scope document

● Conduct stakeholder analysis
Website planning: Dec 15, 2023 Web Developer
● Plan website structure

● Define content strategy
Website development: Dec 28, 2023 Web Developer
● Frontend development
● Backend development
Website testing: Jan 5, 2024 Quality Assurance
● Conduct user acceptance testing

● Address and fix identified issues
Website launch: Jan 15, 2024 Project Team
● Develop launch communication

strategy
● Execute website launch
Record
Project Sponsor: COO Project Manager: File Name: Schedule

Project Manager

Item Milestone date Responsibility
Budget
The project budget is a prediction of the costs associated with a particular project. These costs include labour, materials, and other
resources required to complete the project. Identify and estimate the cost of 8-10 cost items for the project. Use the template below; add
Cost Item Quantity Cost (including

GST)
AU$
Web Developer Salary 3 months $10,000

Marketing Officer Salary (2 days/week) 3 months $5,000
Client Service Officer Salary (3 days/week) 3 months $4000
Remote Team Members Salary (1 day/2 weeks) 3 months $3,000
Front Desk Officer Salary (Admin Duties) 3 months $3,500
Two Laptops 2 $2,000
Web Developer Tools and Software 1 $1,500
Marketing and Launch Materials 3 $2,500
Subtotal 31,500
Contingency (+10%)
TOTAL $35,000
Record
Project Title: ZEEMH Coffee Project Client: ZEEMH Date: 2 Dec, 2023
Academy Website Development Version: 1
Project Sponsor: Project File Name: Budget

COO Manager: Project
Manager

Risk Plan
The template below is used to record identified risks associated with your project, analyse the impact and determine resultant action to be
taken. 5-10 risks must be identified and analysed for treatment. The risk plan MUST include Work Health and Safety risks (2-3). Add
Risk response
Likelihood Impact
Risk (contingency Responsible
(H/M/L) (H/M/L)
strategies)
Insufficient staff capacity

Hire a temporary
may result in a poor High High Project Manager
staff member
website.
Technical issues with Establish regular

course developers may Medium High communication Project Manager
result in bugs. channels
Delay in course material

Set clear deadlines
collection could delay the Medium Medium Project Manager
and follow-up
process.
Poor ergonomic chairs in Provide ergonomic

workplace may result in Low Medium equipment and HR Manager
bodily injury training
Remote team members

Regularly check
might not have a proper
Medium Medium remote team's work HR Manager
desk or working area in
environment
their home.
Record
Project Sponsor: COO Project File Name: Risk Plan

Manager: Project
Manager

Task 2.3 Consultation and approval
1. Liaise with the trainer and assessor and schedule a time in week 3 of class to:
● Meet with your project team and consult them about the development of the Project Plan
(Task 2.2).
Duration: 15 minutes.
● Meet with the project sponsor (played by the trainer and assessor) and present the Plan for
feedback and approval.
2. Finalise the Project Plan based on feedback.
Meeting with the project team
This is a Role-Play in simulated work conditions. Meet with your team and discuss the draft of the
project plan:
● take into consideration their input into the planning document,
● inform the team members of their role and responsibilities. Ensure that the project team members
are clear about their duties and project requirements,
● note their feedback and apply it to the project plan.
Duration: 15minutes
This is an assessable task, and the trainer and assessor will evaluate your performance during the
meeting using an observation checklist.
If you are absent from class, it is your responsibility to make alternative arrangements with the
project team and the trainer and assessor.
Meeting with the Project Sponsor
This is a Role-Play in simulated work conditions. Meet with the Project Sponsor:
● present the draft project plan,
● gather feedback for and provide information about the plan,

● negotiate any proposed adjustment with the project sponsor,
● note the changes/adjustments/refinements agreed during the meeting,
● obtain approval for the Project Plan
This is an assessable task, and the trainer and assessor will evaluate your performance during the
meeting using an observation checklist—the project sponsor (trainer and assessor will confrm
approval of the plan in the observation checklist).
If you are absent from class, it is your responsibility to make alternative arrangements with the trainer
and assessor to meet with the project sponsor.
Feedback
Finalise the Project Plan draft developed in Task 2.2 based on the feedback received. Please note that
the assessor will check that the feedback is implemented in your submission.
Record below the feedback received during the meeting with the project team and the Project
Sponsor meeting.
The feedback must be applied when finalising the Project Plan in Task 2.2 befoe submission.
(30-50 words)
Feedback - summary
The feedback received suggested to ensure that the customer service aspects are well-integrated
into the website, providing easy access to support. It was also suggested to consider incorporating
a user-friendly interface for course navigation to enhance the overall customer experience.
References
Please include your references below:

Appendix 1 – Scenario
Appendix 1 – Scenario
XYZ Pty Ltd trading as ZEEMH was founded by husband and wife John Cluber and Marla Bennet. The
couple decided to start an online business in 2013 to allow more
flexibility in their family life. ZEEMH was an instant success, and it has
grown progressively in its years of operation.
Website: https://projectdipem.wixsite.com/zeemh .
Starting as an online retailer of exclusive coffee brands for home-

consumption, the company changed its business model by launching into the production of its own
brand of coffee and serving a market of both B2B and B2C customers.
ZEEMH (pronounced Zeem –H) is an innovative Australian online retailer for premium coffee. ZEEMH:
● produces creative and high-quality coffee blends, roasting coffee in its own facilities,
● sources coffee beans from around the world, searching for the best quality coffee,
● is an online retailer of its very own coffee brand: 100% Australian owned and operated,
● delivers its products within Australia (nationwide),
● focuses on a niche B2B and B2C target market.
ZEEMH coffee is:
● quality and innovation-driven,
● a champion for sustainability,

● delivered fast,
● Fair Trade approved,
● customisable.
Since 2013, the organisation has grown and expanded, moving from the spared room of a house in
Surrey Hills, Victoria, to a comfortable 2 level office in Port Melbourne, where they also have the
coffee roasting and packaging plant (same building). Warehouse operations are outsourced to MCW
Logistics (MCW looks after the importing operations relate to importing coffee beans in Australia and
the inventory management – for raw and refined products). MCW logistics is located close to the
ZEEMH headquarter.
So, fare their market has only focused on the Australian market.
XYZ Organisational Chart
Chief Financial
Finance Team
Officer
Marketing and
Marketing
Sales Team
Client Services Cleint Services

Manager Team
CEO and founder
Board of Directors HR Manager HR Team
COO and founder
MCW Logistics
(outsourced)
Production
Manager
Coffee Roasting
and Production
IT Outsourced Team

Ownership
ZEEMH is a Proprietary Limited company, 100% Australian owned and operated. The majority of the
company is owned by founders John Cluber (40%) and Marla Bennet (40%). Steven Yun, an investor,
owns 20% of the company, and he is also part of the Board of Directors as an executive director.
They have recruited experienced and highly skilled board members.
Key to Success
ZEEMH has identified four keys that are instrumental to its success:
● develop a niche product that aims to reach a market of boutique coffee lovers,
● deliver exceptional customer service in all aspects of the business cycle,
● attract and retain quality staff,
● creativity, innovation and quality are the pillars the company is founded on.
About the Product

Coffee beans are sourced from selected producers around the world, and they must meet the
following characteristics:
● organics and Fair Trade approved,
● be produced on small to medium farms,
● pass the quality control standards of ZEEMH coffee roaster's experts.
The product:
● is roasted daily – an efficient inventory process is key to allow for the product to be shipped
and re-stocked fast,
● has won several quality awards from Australian coffee associations,
● delivered free of charge for orders over $ 80.00,

● is packaged using earthbags products (
https://www.thepackagingpeople.com.au/product/earth-bags/?
gclid=EAIaIQobChMI5K3_zNai3QIViGkqCh2mgQX2EAQYBCABEgIjhvD_BwE ).
Target Market
ZEEMH has identified three distinct customer segments:
● B2B – start-up independent coffee shops that aim to establish themselves as a boutique coffee
shop,
● B2B – established independent coffee shops that aim to differentiate their offering from their
competition,
● B2C – coffee drinkers that enjoy making good quality coffee at home (speciality coffee
drinkers). These buyers buy the beans whole to grind the coffee themselves, for the freshest
cup possible. ZEEMH has made a strategic decision not to sell ground coffee (this would
increase the cost of production).
Objectives
ZEEMH's objectives are:
● to make ZEEMH an icon brand for speciality coffee drinkers,
● to develop an effective, well-placed e-commerce site for sales of coffee blends direct to the
public,
● to expand their market (to increase sales) without giving up on the exclusivity of the brand,
● to maintain and improve infrastructure for the fulfilment of Web-based sales.
Vision
ZEEMH's vision is to be the leader in the innovative and creative production and distribution of
superior coffee blends for true coffee lovers.
Mission
ZEEMH's mission is to provide the finest in coffee blends using the Internet to lower the cost to
consumer's. ZEEMH exists to attract and maintain customers who love quality and boutique coffee.
ZEEMH's services are designed and delivered to exceed the expectations of its customers.

Values
ZEEMH:
● strongly values its people,
● promotes quality in every part of the business,
● champions innovation in our approach to business growth,
● supports creativity in our product offering,
● is committed to sustainability in everything we do,
● displays integrity in the way we do business,
● shows care and respect for our customers.
Strategic Direction
ZEEMH's strategy is based on capturing the higher end of the coffee lovers' market.
Also, ZEEMH aims to create a premium brand so that they can eventually capture market share across
broader geographic lines.
ZEEMH's competitive edge is:
● quality coffee,
● easy-to-use website,
● superior customer service,
● coffee blends customisation for clients.
The strategic objectives identified by the board of directors are:
● increase brand awareness among B2C and B2B customers,
● increase market share among B2C clients by 20% in the next five years,

● expand to international markets,
● increase market share among B2B clients by 3% in the next three years,
● expand the product line to coffee equipment and Zeemh merchandise,
● identify strategic alliances to expand the company's footprint nationally and internationally,
● consider a HR strategic plan to attract and retain talent in the company,
● improve quality management practices to decrease production and logistic costs and establish
the brand as synonymous of quality first,
● improve customer retention and loyalty.
An integrated digital marketing campaign is recommended by the board. However, the board has
highlighted how a more traditional form of marketing, such as direct marketing, should be integrated
in the overall strategy. ZEEMH's clients like a personal approach to sales and interaction with the
company.
The board has committed to:
● $ 210,000 in marketing expenditure for the next financial year
● $ 450,000 in recruitment and improvement of HR practices (including professional

development for staff)
● $ 190,000 to quality improvement (including improvements to the roasting facilities in Port

Melbourne)
The project
ZEEMH has engaged you as a Project Manager to develop a website for its B2C online coffee making
training courses. The courses are part of the marketing strategy to improve brand awareness and
recognition, expand to international markets and create strategic alliances.
The parameters of the project that you will have to clarify with the project sponsor are:

● website planning, development, testing and launch to be completed within 3 months from the
day the Project Snapshot is approved,
● budget: $ 35,000 including the project team's wages (Project Manager and Project team
member engaged for the duration of the project),
● the online course development is excluded from the scope of the project (courses to be
developed by a strategic partner, expert in course design); however, the material for the
courses must be provided by ZEEMH,
● you can employee-only 1 new resource for the project, the rest of the project team will be
internal, and it will comprise of:
o 1 marketing officer, Jack Green, seconded to the project team 2 days/week,
o 1 client service officer, Marcel Red, seconded to the project 3 days/week,
o 2 remote team members from the sales team seconded to the project 1 day/every 2
weeks, Sarah White and Steven Black,
o 1 front desk officer to help with administrative duties in her role as a receptionist for
ZEEMH, Laura Brown,
● use of ZEEMH facilities for the duration of the project is approved,
● 2 laptops to be purchased for the project team,
● statement of work:
o plan the website,
o source web developer,
o liaise with the web developer and oversee their work,
o support website testing,
o decide on coffee making courses and liaise with the course developer (example of courses
include coffee fundamentals, coffee and spices, cooking with coffee, coffee making at
home, filter brewing, cold coffee, speciality coffee, coffee art),
o pricing strategy,
o collect material for coffee making courses (procedures, recipes, information and data) to
provide to course developer,
o upload online courses,
o plan website launch: communication strategy via social media including content
development,
o plan sales strategy for the first months after launch to achieve 250 enrolments,
o define critical messages for the launch,
● quality requirements:
o reduce user's cognitive effort,

o web site in English, French, Italian, Spanish, Japanese,
o user sign up in max 3 easy steps,
o one clear call to action,
o functional links,
o branded for ZEEMH, conforms with ZEEMH website,
o each page to contain appropriate metadata,
o correct functionality of dynamic content and applications,
o foreground and background colour provide sufficient contrast for both images and text,
o browser compatibility,
o high-quality images,
o google analytics,
o SEO,
o provide seamless and engaging user experience,
● other projects are undertaken by ZEEMH at the same time:
o process improvement for coffee production,
o staff training in using new CRM,
o identify and pursue a strategic alliance to export coffee to Japan,
● known risks:
o staff seconded to project work is already at capacity; the additional workload may impact
on their work performance,
o lack of project management knowledge in the organisation,
o competing priorities due to concurrent projects,
o use of internal staff could stretch the project team capabilities,
o high-staff turnover in the client service team,
o product recall for a new blend of coffee due to safety risk to the client has negatively
impacted ZEEMH' s reputation for quality and a public relation effort is currently underway,
o financial resources are stretched due to investment in different projects.
Project conditions
1. Six to eight team members (two to four students plus four virtual team members) who must be
utilised and budgeted for. COO (project sponsor, the assessor), will determine the composition
of the project team.
2. The structure of the work should include roles for the project sponsor, technical experts, quality
assurance of deliverables, project manager (yourself initially and, after provisional approval, as

negotiated with your team), and roles and responsibilities for each team member to achieve the
deliverables according to standards, etc.
3. All reasonable resources (e.g. access to a room, computers, software and templates) will be
provided. (Paper and telecommunications costs, for example, to be covered by students.) All
resources must be costed and included in your budget.
4. Your COO (project sponsor, the assessor) will clarify project deliverables—for example,
presentations, information sessions, posters, promotional materials, etc. You may determine
your own specific deliverables so long as they are agreed to with stakeholders, meet project
objectives, and adhere to budgetary constraints.
5. Project timeframe 3 months from the day the Project Snapshot is approved.
6. The project should include design, development, implementation and evaluation stages (with
periodic quality review).
7. Project status reports are due at 25%, 50% and 75% of allotted timeframe.
8. The project must be coordinated with other organisational projects, operations, etc.
9. XYZ policies and procedures are provided in a separate folder.


BSBPMG430+-+Assessment+Task+2+v2 1

Uploaded by

Copyright:

Available Formats

You might also like

BSBPMG430+-+Assessment+Task+2+v2 1

Uploaded by

Document Information

Original Description:

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

BSBPMG430+-+Assessment+Task+2+v2 1

Uploaded by

Copyright:

Available Formats

Assessment

BSBPMG430 - Undertake project work V3 2021 Page 2

For Trainer and Assessor to complete:

Student requested reasonable adjustment for the assessment

Completed successfully Comments Y N D

The student has satisfactorily completed

● List of project team members

● Project snapshot document in Task 2.1

● Project Plan in Task 2.2

● Gantt Chart in Task 2.2

● Observation checklist in Task 2.3

● Summary of feedback in Task 2.3

The student attended the project briefing

BSBPMG430 - Undertake project work V3 2021 Page 3

Demonstrated ability to:

● Identify project scope

● Define project stakeholders

● Identify responsibilities of relevant

● Identify availability and access of

● Identify project management tools

This is evidenced by:

● Project snapshot document in Task 2.1

Demonstrated ability to:

● Seek clarification from delegating

● Clarify the relationship of the project to

BSBPMG430 - Undertake project work V3 2021 Page 4

other projects and to the objectives of

This is evidenced by:

● Participation in the project briefing

Demonstrated ability to:

● Identify risks and develop a risk

● Develop project budget and timeframe

● Access project management tools

● Develop project plan according to

● Finalise project plan

This is evidenced by:

● Project Plan in Task 2.2

● Gantt Chart in Task 2.2

Demonstrated ability to:

BSBPMG430 - Undertake project work V3 2021 Page 5

● Consult team members and apply their

● Communicate to project team members

● Gain necessary approvals to commence

This is evidenced by:

Demonstrated ability to:

● Establish and maintain required

This is evidenced by:

● Use of appropriate templates and

When collaborating with the group, the

BSBPMG430 - Undertake project work V3 2021 Page 6

Task Outcome: Satisfactory Not Yet Satisfactory

BSBPMG430 - Undertake project work V3 2021 Page 7

Task 2 – Develop a project plan

Task summary and instructions

This task comprises of the following assessment methods:

o Direct observation of Role-Play

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