BSBPMG522A Undertake project work Project Planning Templates

1.5 – Finalising and review

Budget variation report
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.

Project name: Professional Conduct and Standard Awareness

Income Budget Actual % Variation

Project completion 25% $2000 $1900 5%

Project completion 50% $4500 $4500 0%

Project completion 75% $3000 $3200 10.6%

Project completion 100 % $4000 $3700 7.5%

Total income

Expense Budget Actual % Variation

Office supply $1000 $800 20%

IT maintenance(annually) $3000 $3200 10.6%

Travel cost(annually) $2000 $2000 0%

Marketing advertising $2500 $2400 11.6%

Project team member $1000 $1000 0%

Subtotal $9500 $9400 +2.1%

TOTAL $4000 $3900 +2.5%

Project Title: professional conduct standard Project Client: Date: 01/12/2015

awareness project Version:
MLR

Project Sponsor: Project Manager: File Name: MLR Project Page 1 of y

BSBPMG522A Undertake project work Project Planning Templates
BSBPMG522A Undertake project work Project Planning Templates

Post-project review meeting

This template provides a proposed post-project review meeting agenda, detailing items to be discussed
when reviewing the overall project.

Post-Project Review Meeting – Agenda

Topic Speaker Time

 deliver the project schedule within the time frame Project 30 mins
Manager
 Given training to all team members before the meeting kick off

 Run the project meeting within once a week

 Project documentation including project plan schedules and
registration

 Were goals and objectives of the project met, partially met or Project 50 mins
missed? manager

 Were all deliverables produced on schedule and on budget?

What worked/what could have gone better? Project 150 mins

Some areas to consider: manager
● Has the progress of project plan gone well?
● project management
● project scheduling and tracking
● project estimating
● Does communication skill affect team member’s motivation?
● Ways to reduce risk management
● vendor management
● issues management
● stakeholder management
● resourcing
● users
● development approach:
● training staff documentation
● technology
● Overall approach to project (i.e. vendor package, staged
implementation, etc.)
● Production and operation support.
● Marketing strategy

 What are the scopes that match within budget Project 40 mins
manager
 Do not make the same mistakes twice
 Achieve data and information for the next project
 Repeat successes
 Do not re-invent the wheel on each new project
BSBPMG522A Undertake project work Project Planning Templates

 Project goals Project 60 mins

manager
 Project deliverables
 Project schedules
 Supporting plans
 Risk management plan
 Communication plan

Project Title: professional conduct standard Project Client: Date: 01/12/2015

awareness project Version:
MLR

Project Sponsor: Project Manager: File Name: MLR Project Page 1 of y

BSBPMG522A Undertake project work Project Planning Templates

Handover report
This template summarises the project as delivered and any agreed changes to baseline scope, quality,
costs and schedule.

Handover report

Initial overall  Establish high standards of professional conduct

objectives  Improving clients and tenant perception and idea by informing
them the appropriate commitment and relevant information.
 Establish and implement company’s commitment and
professional conduct in order to improve client and tenant
satisfaction

Agreed changes to There is no major changes were proposed to the project plan
objectives

Final agreed deliverables

Item Budgeted cost Final cost Schedule date Final date

presentation $2000 $2000 01/12/2015 01/12/2015

Information sessions $1000 $1000 01/12/2015 01/12/2015

Poster and marketing $5000 $5000 28/11/2015 01/12/2015

plan

Team member N/A N/A Daily 01/12/2015

meeting

Total $8000 $8000 28/11/2015 01/12/2015

Issues summary

Item Strategy Date logged Date resolved

IT malfunction Call IT professional 30/11/2015 30/11/2015

Re-arrangement of the A clear description where, 27/11/2015 27/11/2015

team member meeting when, how, and who will attend
the meeting

Documents attached

No. Title

1 Budgeting plan and progress report

2 Team member meeting summary

BSBPMG522A Undertake project work Project Planning Templates

3 Risk , issue and quality form

4 Project plan and progress report

____________________ _____________________ _____________________

Project Manager Project Sponsor Project Client
Project Title: professional conduct standard Project Client: Date: 01/12/2015
awareness project Version:
MLR

Project Sponsor: Project Manager: File Name: MLR Project Page 1 of y

BSBPMG522A Undertake project work Project Planning Templates

Post-project review report

This template can be used to guide you through the process of conducting a post-project review. This
template can be used to document the key learning in terms of what worked well and what could have
been improved.

Post-Project Review Report

Name of project: Professional Conduct and Standard Awareness

Date and location of meeting:
Names of attendees: Max Lionel and all the staff of Max Lionel Realty

Overview by Project Manager:

 professional development to enhance the skills and capacity of professional planners
 monitoring in relation to integrated planning for maintain and monitoring

 development of policy and guidelines

 supporting evidence based research which illustrates linkages between planning and
budgeting

1. Review by team of goals, objectives/deliverables and schedule as outlined in project plan

 Project profitability and efficient

 Deliverables schedules and timing

 Quality performance and review

 Implementation of communication standard

 Engaging with customer and clients

 Building good reputation for integrity
 Supporting innovative thinking, management and leadership skill

 Creating a high performance and highly profitable organisation

Met Missed Partially Comments

met

Project goal/s
 Project profitability and Yes No All met N/A
efficient

 Deliverables schedules
Yes No All met N/A
and timing
 Quality performance and
review Yes No All met N/A

 Implementation of
communication standard
 Engaging with customer
BSBPMG522A Undertake project work Project Planning Templates

and clients

 Building good reputation Yes No All met N/A

for integrity

 Supporting innovative Yes No All met N/A

thinking, management
and leadership skill
 Inform client and tenant Yes No All met N/A
and potential customer in
order to improve their
perception and goals Yes No All met N/A

Objectives/deliverables

 Establish high standards of Yes No All met N/A

professional conduct

 Improving clients and tenant Yes No All met N/A

perception and idea by
informing them the appropriate
commitment and relevant
information.

 Establish and implement Yes No All met N/A

company’s commitment and
professional conduct in order
to improve client and tenant
satisfaction

Success criteria

Assigning task to team member Yes No All met N/A

Developing a plan to achieve common Yes No All met N/A

tasks

Managing project risk efficiency Yes No All met N/A

Allocating time for process Yes No All met N/A

improvement

Learn from the learning curve Yes No All met N/A

Proper estimation of project in terms of Yes No All met N/A

not only quantitatively but also
qualitatively

Schedule

Deliverables are
BSBPMG522A Undertake project work Project Planning Templates

Ensuring all the deliverables are Partially delivered

delivered within a time frame stated on met approximately 2-3
the project plan days behind the
schedule due to
some minor factors
occurred during the
project progression

Budget

Some of the project expenses exceeded Partially Manage and

met allocate an excess
budget to the scope
that are needed so it
will be balance at
the end

3. What worked well; what could have gone better?

Worked well Could have gone better

Quality of management system worked well. The  Send out meeting agenda in advance
client was happy and satisfied with the progression
 Revise project financial weekly
and result of deliverables

Monitoring status are carries out well, all the  Reduce human error, loss through
details status reports were produced as planned to damage and malfunction
keep all the stakeholder informed on progress
 Improve project forecast

4. Lessons learned

Learning lesson gained on how to create from start to end project plan and being able to aware of the
various things that must be considered and the several aspects that must be managed such as risk,
communication skills and the people behaviour

5. Next steps / improvement plans

 Write down what went wrong

 What risks occurred and how was the mitigation managed

 What project tasks took longer than expected and try and understand why

 Document all the variances from the project plan

 Workshop what things could have been done better to improve the project
BSBPMG522A Undertake project work Project Planning Templates

Project Title: Project Client: Date:

Version:

Project Sponsor: Project Manager: File Name: Page x of y