Project management guide

Assessor Marking Guide
BSBPMG522
Undertake project work
Version 2.0
BSBPMG522
CONTENTS
Assessment Information ......................................................................................................................................... 3

About this Marking Guide ............................................................................................................................... 3
Assessment Tasks .......................................................................................................................................... 3
Assessment Plan ............................................................................................................................................ 3
Assessment Documents ................................................................................................................................. 3
Assessment Attempts and Resubmissions .................................................................................................... 4
Assessment Outcomes ................................................................................................................................... 4
Task Cover Sheet ........................................................................................................................................... 4
Assessment Appeals ...................................................................................................................................... 5
Training and Assessment Strategy ................................................................................................................. 5
Plagiarism, Cheating and Collusion ................................................................................................................ 5
Resources and Equipment Required for These Assessments ....................................................................... 5
Conducting Assessment ......................................................................................................................................... 6
Assessment Context ....................................................................................................................................... 6
Written Assessments ...................................................................................................................................... 6
Practical Observations .................................................................................................................................... 6
Reasonable Adjustment .................................................................................................................................. 6
Definitions ............................................................................................................................................................... 8
Assessment .................................................................................................................................................... 8
Dimensions of Competency ............................................................................................................................ 8
Principles of Assessment and Rules of Evidence .......................................................................................... 8
Principles of Assessment ................................................................................................................................ 8
Rules of Evidence ........................................................................................................................................... 9
Assessment Task 1: Developing the Project Plan ................................................................................................ 10
Assessment Task 2: Finalising the Project Plan................................................................................................... 13
Task 2: Part A – Project Planning Meeting Role Play ...................................................................................... 13
Task 2: Part B – Finalise The Project Plan ....................................................................................................... 16
Assessment Task 3: Project Implementation ....................................................................................................... 18
Task 3: Part A – Scenario ................................................................................................................................. 19
Task 3: Part B – Scenario ................................................................................................................................. 21
Task 3: Part C – Scenario................................................................................................................................. 24
Assessment Task 4: Project Finalisation .............................................................................................................. 28
Assessment Task 5: Project Review .................................................................................................................... 33
Task 5: Part A – Project Review Meeting Roleplay .......................................................................................... 33
Task 5: Part B – Finalise The Project Plan ....................................................................................................... 36
Unit Mapping – BSBPMG522 Undertake Project Work ........................................................................................ 39
AEC Consulting Pty Ltd

The One International College
Suite 2C, Level 1, 1C Grand Ave, Camellia NSW 2142
P: 1800-THE-ONE (843-663) E: info@theoneintlcollege.edu.au
www.theoneintlcollege.edu.au
Version: v2.0/April 2019
RTO No. 22270 Page 2 of 44
CRICOS Provider No. 03091A
BSBPMG522
Assessment Information
About this Marking Guide

This document is to be used as a guide to mark the assessment tasks required for this unit. It outlines the
instructions provided to the student for each task and accompanying sample/benchmark answers and any
relevant instructions for the assessor.
Assessment Tasks
This unit is assessed in the following ways:
Assessment Task Assessment Method Overview
Assessment Task 1: Project Students are required to develop a project plan for an
Develop Project Plan upcoming charity event.
Assessment Task 2: Role Play and Project In Part A students must hold a project planning meeting
Finalise Project Plan to discuss the project plan with the project team.
In Part B students must make the necessary changes to
finalise their project plan based on the meeting outcomes.
Assessment Task 3: Project Students will be required to manage a range of issues

Implement Project and situations that occur throughout the duration of the
Plan project.
As they manage these issues and situations, they will be
required to make necessary changes to documentation
and communicate changes accordingly.
Assessment Task 4: Project Students develop a draft final project report.

Finalise Project
Assessment Task 5: Role Play and Project In Part A students must hold a project review meeting to
Review Project discuss project outcomes with the project team.
In Part B students must make the necessary changes to
finalise their final project report based on the meeting
outcomes. Once complete, they must email the final
report to the project team.
Assessment Plan
The Student Assessment Booklet includes an assessment plan that students are required to read and sign. Get
this signed plan before students begin the assessment tasks for this unit. Students can use this plan to declare
whether they need any support or adjustments.
Assessment Documents
We have developed a range of comprehensive assessment documents for assessment of this unit.
Assessors will need the following documents:
 Assessment Record Tool – to be used by the assessor to record the decision-making process. Details
about workplace-based tasks (if applicable) are also included in this document.
 This Marking Guide, which includes:
− a guide to assessors on the process of assessment

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− benchmark responses to assessment tasks

− mapping of assessment tasks to unit of competency requirements (see the end of this booklet).
Students will need to receive:
 Student Assessment Booklet for this unit.
 Supporting documents – refer to the section ‘Resources and Equipment Required for These Assessments’
below.
Assessors must provide students with the due date for each assessment task for this unit – students should be
instructed to write the dates in their Student Assessment Booklet.
Assessment Attempts and Resubmissions

Students have up to three attempts to complete assessment tasks satisfactorily. If after the third attempt, the
student has not completed the task satisfactorily, the assessor must make alternative arrangements for
assessment. Depending on the task, this may include:
 Resubmitting incorrect answers to questions (such as written tasks and case studies)
 Resubmitting part or all of a project, depending on how the error impacts on the total outcome of the task
 Redoing a role play after being provided with appropriate feedback about their original performance
 Being observed a second (or third time) undertaking any tasks/activities that were not satisfactorily
completed the first time, after being provided with appropriate feedback.
Students should be provided with an appropriate time frame in which to resubmit their work, for example
students may:
 Be given 30 days in which to resubmit incorrect responses to written tasks, projects and so on
 Be provided with feedback on the day about their performance in a role play and then redo the task during
the next task
 Need to redo workplace-based tasks (if applicable) during the same workplace visit or a follow-up
observation may be required – you should discuss arrangements with the student’s supervisor to agree on
a suitable time and date for reassessment.
Assessors should refer to their RTO’s policy and procedures regarding training and assessment for further
information.
Assessment Outcomes
Each assessment task will be given an outcome of either Satisfactory (S) or Not Satisfactory (NS). Students
must complete all tasks for a unit satisfactorily to achieve an overall outcome of Competent (C) for a unit. If one
or more of tasks are assessed as Not Satisfactory, students will be given an overall outcome for the unit of Not
Yet Competent (NYC).
Students can be given two further attempts to complete the task and achieve a Satisfactory outcome. Students
need to be given a timeframe for resubmission and advised what they must include in the resubmission.
Assessors are required to use the Assessment Record Tool to record the assessment decision for each task.
The Record of Assessment Outcomes on the final page of the Assessment Record Tool should be completed
by the assessor.
Task Cover Sheet

Assessors must ensure that students have completed the Assessment Task Cover Sheet for each task where
they are required to submit items for assessment. Assessment Task Cover Sheets are not required for tasks
that require observations only.

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Assessment Appeals
All students have the right to appeal an assessment decision. To make an appeal about an assessment
decision, students must follow the process outlined in the Student Handbook.
Training and Assessment Strategy

Each RTO will have a Training and Assessment Strategy that outlines the assessment methods and tasks to be
used in the delivery of each course.
All assessors should be provided with a copy of the relevant Training and Assessment Strategy for the courses
they deliver.
Assessors must ensure they work within the parameters and guidelines of the strategy and communicate any
areas that may need improvement or updating as they are identified.
Plagiarism, Cheating and Collusion

Where a trainer/assessor believes there has been an incident of academic misconduct involving plagiarism,
cheating, and/or collusion, they should report this along with reasons for the allegation. Assessors should refer
to their RTO’s policy and procedures regarding training and assessment for further information.
Resources and Equipment Required for These Assessments

You will need to ensure that the following items are available for students to complete their assessments:
 Access to textbooks and other learning materials
 Access to a computer, printer, Internet and email software (if required)
 Access to Microsoft Word and Microsoft Excel (or similar programs).
 Assessment Task 1:
− SD Project Brief
− SD Project Plan Template
− SD Project Planning Meeting Agenda
− SD Project Review Meeting Agenda
The following documents are provided to assist the assessor with marking assessment tasks:
− SD Project Plan Assessor
− SD Role Player Personas 1 Assessor (to be provided to role play participants)
− SD Role Player Personas 2 Assessor (to be provided to role play participants)

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Conducting Assessment
Assessment Context
A simulated work environment is to be used when assessing this unit. Therefore, assessment tasks:
 Reflect real life work tasks
 Are required to be performed within industry standard timeframes as specified by assessors in relation to
each task
 Are assessed using assessment criteria that relate to the quality of work expected by the industry
 Are performed to industry safety requirements as relevant
 Utilise authentic workplace documentation
 Require students to work with others as part of a team
 Require students to plan and prioritise competing work tasks
 Involve the use of standard, workplace equipment such as computers and software
 Ensure that students are required to consider workplace constraints such as time and budgets.
Assessment tasks are varied and must be completed over a period of time and, where required, on a number of
occasions.
Written Assessments
 Observe student conduct where appropriate (for example, closed book conditions).
 Liaise with the student during any projects/research tasks as required.
 Ensure assessment timings are adhered to where appropriate.
 Ensure the submission date is complied with where appropriate.
 Intervene if assessment conditions are not complied with.
 Mark assessment using the model answers and record performance for each question in the checklist.
 Check submissions for plagiarism, cheating or collusion. Where you believe this has occurred it should be
reported and managed according to the RTO’s process.
 Indicate performance for theory questions using the checklist provided.
Practical Observations
 Practical observations provide opportunities for students to demonstrate both knowledge and skills.
 Observe performance from an appropriate position.
 Assess student performance against the assessment criteria.
 Use your professional judgement when deciding if a student has satisfactorily addressed the assessment
criteria.
 Record performance on the observation checklist at the time of observation.
 Record appropriate comments and use for feedback purposes.
Reasonable Adjustment
A legislative and regulatory framework underpins and supports the delivery of vocational education and training
across Australia. Under this framework, providers of vocational education and training must take steps to
ensure that learners with recognised disabilities have the same learning opportunities and same opportunities
to perform and complete assessments as learners without disabilities. Sometimes reasonable adjustments are
made to the learning environment, training delivery, learning resources and/or assessment tasks to
accommodate the particular needs of a learner with a disability. An adjustment is reasonable if it can
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accommodate the learner’s particular needs while also taking into account factors such as: the views of the
learner; the potential effect of the adjustment on the learner and others; the costs and benefits of making the
adjustment.
RTOs are obliged by law to provide reasonable adjustment to ensure maximum participation of learners with a
disability.
Adjustments must:
 Be discussed and agreed to by the learner with a disability
 Benefit the learner with a disability
 Maintain the competency standards
 Be reasonable to expect in a workplace.
Adjustments are not required if they could:
 Cause the RTO unjustifiable hardship
 Harm other learners.
Making reasonable adjustments requires the RTO to balance the need for change with the expense or effort
involved in making this change. If an adjustment requires a disproportionately high expenditure or disruption it
is not likely to be reasonable. 1
Some examples of reasonable adjustments that could be made for the assessments include:
 Allowing a student to provide verbal responses to written activities (such as questions and answers tasks
and case studies)
 Rescheduling assessor observations or role plays in the event that conditions may not be suitable (for
example, safety concerns, required resources not being available, lack of appropriate clients on the day,
and so on).
 Providing information through assistive/adaptive technologies
 Modifying tasks where existing ones pose a problem for the learner
 Modifying the way the task or response is required to be presented
 Breaking the task down into step-by-step instructions
 Conducting assessment at a different venue if the learner is distracted by others’ movement or noise
 Providing additional practice opportunities
 Giving the student additional time to complete their assessments.
Record any reasonable adjustments made in the space provided in the relevant task’s checklist in the
Assessment Record Tool.
1
From https://www.ibsa.org.au/sites/default/files/media/BSBv1.1_Business_Services_Implementation_Guide.pdf
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Definitions
Assessment
Assessment is ‘the process of collecting evidence and making judgements on whether competency has been
achieved, to confirm that an individual can perform to the standard required in the workplace, as specified in a
training package or VET accredited course.’ 2
Dimensions of Competency
To be competent, a person must show their ability to perform effectively in a broad capacity. The dimensions of
competency ensure the person being assessed has the skills to perform competently in variety of different
circumstances. To be competent, a person must demonstrate the following:
 Task Skills: The skills needed to perform a task at an acceptable level. They include knowledge and
practical skills, and these are usually described in the performance criteria.
 Task Management Skills: These are skills in organising and coordinating, which are needed to be able to
work competently while managing a number of tasks or activities within a job.
 Contingency Skills: The skills needed to respond and react appropriately to unexpected problems, changes
in routine and breakdowns while also performing competently.
 Job Role/Environment Skills: The skills needed to perform as expected in a particular job, position, location
and with others. These skills may be described in the range of variables and underpinning skills and
knowledge.
Principles of Assessment and Rules of Evidence

Assessment must be conducted in accordance with the rules of evidence and principles of assessment
(definitions from the Users’ Guide: Standards for Registered Training Organisations (RTOs) 2015).
Principles of Assessment
 Validity: ‘The individual learner’s needs are considered in the assessment process. Where appropriate,
reasonable adjustments are applied by the RTO to take into account the individual learner’s needs. The
RTO informs the learner about the assessment process and provides the learner with the opportunity to
challenge the result of the assessment and be reassessed if necessary.’
Each task has been mapped to unit of competency requirements. Refer to the ‘Unit mapping’ section at the
end of this guide for more information. Assessment tasks are varied and are required to be completed over
a period of time and, where required, on a number of occasions. Practical observations provide
opportunities for students to demonstrate both knowledge and skills.
 Reliability: ‘Evidence presented for assessment is consistently interpreted and assessment results are
comparable irrespective of the assessor conducting the assessment.’
This marking guide provides benchmark answers for each assessment task to ensure accuracy and
consistency in the assessment decision-making process.
 Flexibility: ‘Assessment is flexible to the individual learner by:
− reflecting the learner’s needs
− assessing competencies held by the learner no matter how or where they have been acquired
− drawing from a range of assessment methods and using those that are appropriate to the context, the
unit of competency and associated assessment requirements, and the individual.’
A range of assessment methods have been provided that are relevant to unit context.
2
From the Users’ Guide: Standards for Registered Training Organisations (RTOs) 2015
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 Fairness: ‘The individual learner’s needs are considered in the assessment process. Where appropriate,
reasonable adjustments are applied by the RTO to take into account the individual learner’s needs. The
RTO informs the learner about the assessment process and provides the learner with the opportunity to
challenge the result of the assessment and be reassessed if necessary.’
Students are required to sign an agreement in their Student Assessment Booklet and state if they have any
special needs or considerations that may affect their ability to complete the assessments. Any reasonable
adjustments that are required to be made to these assessments must be noted in the Assessment Record
Tool for this unit, in the checklist for the relevant task.
Students are provided with information about the appeals process in their Student Assessment Booklet and
in their Student Handbook.
Rules of Evidence
 Validity: ‘The assessor is assured that the learner has the skills, knowledge and attributes as described in
the module or unit of competency and associated assessment requirements.’
This Marking Guide provides a set of benchmark responses for each assessment task. Assessors are to
record assessment outcomes for each task in the accompanying Assessment Record Tool. Assessor
observations require the assessor to watch the student complete specific workplace activities in which they
can demonstrate the skills and knowledge required.
 Sufficiency: ‘The assessor is assured that the quality, quantity and relevance of the assessment evidence
enables a judgement to be made of a learner’s competency.’
The ‘Unit mapping’ section at the end of this guide demonstrates how assessment tasks align with unit of
competency requirements. Some units may require the student to demonstrate assessment over a period
of time and more than once. These requirements will be made clear in the relevant assessment task.
 Currency: ‘The assessor is assured that the assessment evidence demonstrates current competency. This
requires the assessment evidence to be from the present or the very recent past.’
Evidence for each assessment task will be gathered over the duration of the course. Workplace-based
tasks (if applicable) will allow the student to draw from current workplace conditions and experiences, and
students will be able to use technology, tools and equipment specific to their workplace.
 Authenticity: ‘The assessor is assured that the evidence presented for assessment is the learner’s own
work.’
Students are required to sign the Assessment Task Cover Sheet, indicating that the work they have
submitted for assessment is their own.
Practical classroom tasks and workplace observations (if applicable) by the assessor ensure that the
assessor sees the student demonstrating the skills and knowledge required of this unit.
Third party reports (where applicable) require third party persons to sign that they have observed the
student undertake the tasks detailed in the checklist.

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Assessment Task 1: Developing the Project Plan
The following assessment tasks use a simulated business called Complete Business Solutions Australia
(CBSA). In order to complete the assessment tasks, you will need to access information, templates, policies
and procedures found on the CBSA website. Your assessor will provide you with login details. Navigate to
www.cbsa.com.au, select ‘Log in’ and enter your username and password prior to completing your
assessment tasks.
For this assessment you will play the role of an employee of CBSA. CBSA is a consultancy service providing
assistance with compliance, finances, human resources, information technology and other business needs to
ensure that businesses have the expertise and support they need to survive and prosper. You should
familiarise yourself with what CBSA does, its services and history, the organisational structure of the business
and its employees. Ensure that you read the Business Plan to understand CBSA’s mission, vision, and
business objectives.
TASK SUMMARY
In this task, you must develop a project plan for an upcoming charity event.
RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK:

Resources
 Access to textbooks and other learning materials
 Access to Microsoft Word and Microsoft Excel (or similar programs)
 Meeting Policy and procedure (accessible via the CBSA website)
 IT Policy and Procedure (accessible via the CBSA website)
 Diversity Policy and Procedure (accessible via the CBSA website)
 WHS Policy and Procedure (accessible via the CBSA website)
 Project Management Procedure (accessible via the CBSA website)
 Code of Conduct (accessible via the CBSA website)
 Electronic Record Keeping Procedure (accessible via the CBSA website)
 Expenses and Payments Procedure (accessible via the CBSA website)
 Organisational Chart (accessible via the CBSA website)
Templates / Supporting documents
 SD Project Brief
 SD Project Plan Template
The template listed above has been provided as a Microsoft Word document. Keep a copy of the original file as
a master.
WHEN AND WHERE WILL THIS TASK BE COMPLETED?

 This task may be done in your own time as homework or you may be given time to do this task in class
(where applicable).
 This is an open book project – you can use your learning materials and online research as reference.
 You must complete the project plan using Microsoft Word and Microsoft Excel (or a similar programs).
 Your assessor will provide you with the due date for this assessment.

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 Your assessor will advise as to whether you must email them your completed draft project plan or submit
the file on a USB drive.
WHAT HAPPENS IF I GET SOMETHING WRONG?

If your assessor marks any of the sections of your project plan as incorrect or if you do not complete all
sections of the plan, they will make5 arrangements with you about resubmission. Your assessor will give you a
due date by which this must be provided. Your assessor will provide you with guidance as to what needs to be
resubmitted and how.
To: You
From: tina.hughes@cbsa.com.au
Date/time: August 1st, 8.05am
Subject: Project Brief
Good morning,
Thank-you for agreeing to lead this project on such short notice. As you know, our annual charity events are
a big part of our community engagement strategy and from experience, they can be a lot of fun to plan!
Beyondblue are an amazing charity, so it will be fantastic that we can raise some much-needed funds for
them. I have attached the project brief for this event which will outline the project parameters.
As far as the dinner dance goes, I am thinking that the following activities will be a must:
 Dinner and drinks
 Dancing
 Prize raffles
 Merchandise store
 Beyondblue information stalls or other creative ways to share information
I did make some preliminary calls to venues and obtained the following quotes:
 Arc convention centre: $15,000 (room + food and drinks package for 50 people)
 Gala ballroom at the Tivoli: $10,000 (room + food and drinks package for 100 people)
 Hilton paradise function room: $25,000 (room + food and drinks package for 150 people)
Of course, you and the project team can decide the finer details, but these activities and quotes a starting
point. I have quickly briefed the project team and have tasked them with getting some more quotes which
they will bring to the planning meeting.
I look forward to seeing your draft project plan and we can discuss details further in the project planning
meeting.
Kind Regards,
Tina Hughes
Sales and Marketing Manager

300 Fictional Way, Sydney, NSW 2000
Phone: 1800 111 222
www.cbsa.com.au

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STUDENT INSTRUCTIONS FOR TASK 1
STEP 1: REVIEW INFORMATION

Review all of the information you have been provided with carefully (email from Tina, project brief, policies and
procedures, organisational chart).
STEP 2: RESEARCH
Conduct research online to familiarise yourself with the requirements of a charity fundraising event and to get
ideas about the sorts of activities you will need to plan.
STEP 3: DEVELOP PLAN

 Develop your project plan using the template provided. You must ensure you complete all sections based
on the information you have been provided and the research you conducted.
 Save your project plan as YourName_DraftProjectPlan and submit to your assessor.
 Make copies of each document you submit to your assessor, as you will need to refer to them when you
complete Assessment Task 2.
ASSESSOR INSTRUCTIONS FOR TASK 1

Purpose of the task
This task requires students to develop a project plan for an upcoming charity event.
Reassessment arrangements
 Students must complete all of the sections in the project plan satisfactorily and correctly. If you identify
that students have not completed any of the sections satisfactorily or they have missed any sections,
they should be given an appropriate time in which to resubmit.
 Discuss timeframes for resubmission with the student when you tell them the outcome for this task.
Guidance to assessors about this task

 Provide students with the date of submission for this task.
 Record the outcome of this assessment in the Assessment Record Tool.
 The project start date is the 1st of August.
 A benchmark project plan has been provided.
SUBMISSION REQUIREMENTS FOR TASK 1:

 Complete project plan

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Assessment Task 2: Finalising the Project Plan
TASK SUMMARY
There are two parts to this assessment task:
 In Part A you must hold a project planning meeting to discuss the project plan with the project team.
 In Part B you must make the necessary changes to finalise your plan based on the meeting outcomes.
TASK 2: PART A – PROJECT PLANNING MEETING ROLE PLAY
SUMMARY OF TASK 2: PART A

In this task you must hold a project planning meeting to discuss the project plan with the project team.

Personnel
 Two classmates to play the roles of project team members
 One classmate to play the role of the project sponsor
Resources
 Pen and paper to take notes
Supporting documents
 SD Project Planning Meeting Agenda
 Your draft project plan from Assessment Task 1
The template listed above has been provided as a Microsoft Word document. Keep a copy of the original file as
a master.

 Class-based students will do this task in the classroom in a simulated workplace environment.
 Your assessor will provide you with the date and time for this assessment.

If your assessor identifies that you did not correctly or adequately demonstrate the skills and knowledge
required of this task, you will be given feedback on areas for improvement. Your assessor will provide you with
guidance as to whether you need to:
 Redo the task immediately after you have considered their feedback
 Undertake further learning and redo the role play at a later date – your assessor will provide you with
further details about this.

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STUDENT INSTRUCTIONS FOR TASK 2: PART A
STEP 1: PREPARE FOR THE MEETING

You will be required to participate in a role play where you will discuss and make changes to the draft project
plan you developed in Assessment Task 1. Read the details of your meeting below and the Project Meeting
Agenda prior to the meeting.
You are to meet the following meeting objectives:
 Present and discuss all components of the project plan.
 Collaborate with the team to finalise roles, activities, timelines and the budget.
 Provide support to the project team by clearly outlining their roles and responsibilities.
 Answer any of the project teams concerns or questions.
 Incorporate the project teams’ ideas.
 Gain support and engagement from the project team.
 Gain approvals from the project sponsor.
You must take notes during the meeting as you will update your project plan in Part B.
During the role play you must also ensure that you:
 Use effective verbal and nonverbal communication to finalise the project plan collaboratively with the team
(during conversations you must gain the teams’ agreement and commitment)
 Use listening and questioning skills to seek information and confirm understanding
 Use collaborative techniques to engage the project team in consultations and negotiations.
Adhere to relevant organisational and legislative requirements. This includes ensuring contractual requirements
are met.
STEP 2: PARTICIPATE IN THE MEETING

You must now participate in the meeting to discuss the project plan with the project team. You must take down
brief notes of what is being discussed.
Your assessor will observe you as you participate and contribute throughout the meeting.
During the observation, your assessor will be looking to see that you can:
 Provide an overview of the purpose of the project, explaining how the project meets organisational
objectives and aligns with related projects
 Provide an overview of each section of the plan
 Use consultative techniques to allow the project team to be engaged and express their ideas
 Explain your roles and responsibilities, and the project teams’ roles and responsibilities clearly
 Collaborate with the team to finalise roles, activities, timelines and the budget
 Use effective negotiation skills to decide on final roles, activities, timelines and the budget
 Seek clarity from the project sponsor when issues arise during the meeting.
 Use effective listening and questioning skills to seek information, clarify information and confirm
understanding
 Ask for final approval of the budget and plan from the project sponsor
 Provide appropriate support to project team members throughout the meeting
 Use open body language and clear verbal communication throughout the meeting
 Adhere to relevant organisational and legislative requirements throughout the meeting

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ASSESSOR INSTRUCTIONS FOR TASK 2: PART A

Purpose of the task
This task requires students to participate in a project planning meeting.
Students must run the meeting to a satisfactory standard as outlined in the observation checklist (roleplay 1)
document. If students do not correctly or adequately demonstrate the skills and knowledge required for this
task, you must give them feedback on areas for improvement. You must the provide direct the student to:
 Redo the task immediately after they have considered your feedback
 Undertake further learning and redo the role play at a later date determined by you

 Provide students with the date and time for the meeting
 Assign roles to role play participants and provide them with role player personas document to revise prior
to the meeting
 Role play to be conducted in a meeting room or other quiet space where collaborative discussions can
occur without disruption
 Record your observations in the Assessment Record Tool
 Students are asked to submit notes from the meeting (this is to verify required changes per meeting
discussions) for Assessment Task 2: Part B
Record the outcome of this assessment in the Assessment Record Tool.
SUBMISSION REQUIREMENTS FOR TASK 2: PART A

 Notes from the meeting

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TASK 2: PART B – FINALISE THE PROJECT PLAN
TASK SUMMARY
In this task you must make the necessary changes to finalise the project plan based on the meeting outcomes
in Assessment Task 2: Part A.

Resources
 Project planning meeting agenda with notes from Assessment Task 2: Part B
 Your draft project plan from Assessment Task 1

 Class-based students will do this task in the classroom or as homework – your assessor will advise as to
which is required.
 You must complete the project plan using Microsoft Word and Microsoft Excel (or a similar programs)

If your assessor marks any of the sections of your project plan as incorrect or if you do not complete all
sections of the plan, they will make arrangements with you about resubmission. Your assessor will give you a
due date by which this must be provided.
STUDENT INSTRUCTIONS FOR TASK 2: PART B

Complete the following activities:
 Update your project plan based on the changes discussed in the meeting.
 Update the ‘Document Version Control History’ section of the plan outlining the sections you changed and
what you changed.
 Save your project plan as YourName_ProjectPlanApproved_V1 and submit to your assessor.
 Make copies of the ProjectPlanApproved_V1 file before you submit to your assessor, as you will need to
refer to this when you complete Assessment Task 3.

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ASSESSOR INSTRUCTIONS FOR TASK 2: PART B

Purpose of the task
This task requires students to finalise the project plan by making changes per discussions in the planning
meeting.
If any of the sections of the final project plan are incorrect or if students do not complete all sections of the
plan, they will make arrangements with you about resubmission. You must discuss timeframes for
resubmission with the student when you tell them the outcome for this task.

 Provide students with the date of submission for the final project plan
 Students have been directed to update the ‘Document Version Control History’ section of the plan
outlining the sections they changed and what they have changed. At a minimum, the following sections
must change based on the outcomes of the meeting (documented in the meeting agenda template from
assessment 2 Part A):
− During the meeting the student was told the new budget is now $32,000 so the project plan must
reflect this change and not exceed this amount
− Prize donation values provided by Role Player 3 must be added to revenue in the budget
− Quotes for DJ’s provided by Role {layer 2 may or may not be used
− Additional activities and changes to activities reflected in the WBS
− Timelines must be on track for the 10th of October event
SUBMISSION REQUIREMENTS FOR TASK 2: PART B

 Approved project plan

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Assessment Task 3: Project Implementation
TASK SUMMARY
In this task you will be required to manage a range of issues and situations that occur throughout the duration
of the project. As you manage these issues and situations, you will be required to make necessary changes to
documentation and communicate changes accordingly.

Resources
 Access to Microsoft Word and Microsoft Excel (or similar programs)
 Computer speakers or headphones to listen to provided recordings
 Approved project plan (from Assessment Task 2: Part B)

 This task may be done in your own time as homework or you may be given time to do this task in class
(where applicable).
 This is an open book project– you can use your learning materials and online research as reference.
 You must make updates to the project plan using Microsoft Word and Microsoft Excel (or a similar
programs)
 Your assessor will advise as to whether you must email them your updated project plan or submit the file
on a USB drive.

If your assessor identifies that your progress reports or emails are missing content, or are lacking in detail or
providing incorrect information, you will be given feedback on what is required for resubmission.
If your assessor marks any of the sections of your updated project plan as incorrect or if you do not complete all
sections of the plan, they will make arrangements with you about resubmission. Your assessor will give you a
due date by which this must be provided. Your assessor will provide you with guidance as to what needs to be
resubmitted and how.

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TASK 3: PART A – SCENARIO
It is now two weeks into the project, and you have received an email from one of your project team members
below:
To: You
From: abby.smith@cbsa.com.au
Date/time: August 15th, 8.45am
Subject: Project timelines
Good morning,
I know I said that I could organise staff volunteers for the event, but I am struggling. I know we were looking
at getting 20 volunteers to help out, but I only have 5 confirmed at the moment. I had hoped to get this all
confirmed by the end of the week. Is it possible that the timeframe for this task be changed? I think I could
get this sorted by September 7th at the latest.
Also, please feel free to contribute to any ideas as to how I could get more staff to volunteer, or what we can
do if I can’t secure staff volunteers.
Kind Regards,
Abby
Trainer
Phone: 1800 111 222
www.cbsa.com.au

Review all of the information in the email carefully.
STEP 2: RESPOND TO THE EMAIL

 Provide support to Abby by writing an email response using the email template below. Your email must
include:
− Responses to her questions.
− Explanation of the changes you will make to the project plan.
− Language that is supportive, professional and grammatically correct.
 Save the completed email as YourName_Email3A and submit to your assessor. Your email is considered
‘sent’ once submitted.
STEP 3: UPDATE THE PROJECT PLAN

 Update the work breakdown structure and timelines in accordance with the changes.
 Update the risk register to ensure project outcomes are met.
Update the ‘Document Version Control History’ section of the plan outlining the sections you changed and
what you changed. The date must reflect August 15.
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 Save your project plan.
To: [enter text]

Date/time: [enter text]
Subject: [enter text]
The email must have:

 Responses to questions (yes, the timeframe can be changed + ideas to gain more volunteers. Ideas can
be at the student’s discretion)
 Information of any changes they will make (update the WBS)
 Language that is supportive, professional and grammatically correct
Kind Regards,
[enter text]
Project Officer
Phone: 1800 111 222
www.cbsa.com.au

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TASK 3: PART B – SCENARIO
It is now the 29th of August and fortunately, up until now, everything has been going to plan. You have arrived
at work and have received the phone message below:
‘You have one new message: Hi it’s Sarah from dream makers, I have some bad news. A couple of weeks
ago I spoke to a colleague of yours Trey, and I told him we were able to donate a $2000 accommodation
package to the Gold Coast to support your raffle. Unfortunately, I didn’t get approval from my manager and at
this time we are unable to donate the voucher. I am very sorry for the inconvenience, all the best with your
event, it is such a great cause. I am sorry that we cannot help out at this time. Thanks bye.’

Review the phone message received.

 Update the revenue section of your budget to reflect changes, ensuring that you check your inputs for
accuracy.
what you changed. The date must reflect August 29th.
 Save your project plan.
STEP 3: DEVELOP PROJECT PROGRESS REPORT

 Develop a project progress report using the project progress report template below.
 Save the completed progress report as YourName_ProgressWeek4 and submit to your assessor.
STEP 4: SEND PROGRESS REPORT TO THE TEAM

 Send a project update to the team by writing an email using the email template. Your email must include:
− The progress report file name in the attachment section of the email.
− An overview of how the project is tracking.
− An explanation that that a donation has not gone ahead and a request for ideas on how to best obtain
more donated prizes.
 Save the completed email as YourName_Email3B and submit to your assessor. Your email is considered

BSBPMG522
Project Progress Report
Project Title: Beyondblue charity dinner dance
Project Officer: Student name
Project Sponsor: Tina Hughes
Project Team Members: Abby Smith, Trey White, Adrian Russo
Today’s date:
Week in the project: Week 4
Progress
Budget Update and Overview On track? Y/N
Expenses
Revenue (including donations) Budgeted revenue down $2000
Deliverables Update and Overview On track? Y/N
Timelines WBS for acquiring volunteers pushed out until September

7th
Activities
Risk management Update and Overview On track? Y/N
Risk register Risk of not getting enough donated prizes
Other Information:

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To: [enter text]


 The progress report file name in the attachment section of the email (YourName_ProgressWeek4)
 An overview of how the project is tracking (budget revenue down $2000, risk of not getting enough
donations + other information that reflects the students project plan)
 An explanation that that a donation has not gone ahead and a request for ideas on how to best obtain
more donated prizes
Kind Regards,
[enter text]
Project Officer
Phone: 1800 111 222
www.cbsa.com.au

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TASK 3: PART C – SCENARIO
It is now the 13th of September. You have arrived at work and have received the email below:
To: You
Date/time: September 13th, 9.30am
Subject: Donations
Good morning,
I have some great news, I have confirmed and finalised the donated prizes for the auction:
Prize details Company who donated Value
7 nights in Vietnam, Flights + Accommodation Holiday Plus $5,000
Movie tickets, X2 Gold Class Movie Magic $100
His and Hers fishing rod set Fred’s Fishing company $150
$1000 Gift voucher to spend in store JJ’s homewares $1,000
Local custom artwork Robyn Beeston Art $4,000
10 Personal Training Sessions Pete's PT $1,000
Golf lessons Geri's golf world $2,000
Meal for 2 Sally’s Restaurant $300
20 Day European Tour, Flights + Accomm Adams Adventure Company $15,000
Total $28,550
This is an excellent result! Also, we now have 15 confirmed volunteers which will be sufficient, so that is also
now complete.
Can you please share this great news with the team when you send the progress report later today?
Thanks,
Tina Hughes

Phone: 1800 111 222
www.cbsa.com.au
STUDENT INSTRUCTIONS FOR TASK 3: PART C

Review all of the information in the email carefully.

 Update the revenue section of your budget to reflect changes, ensuring that you check your inputs for
accuracy.
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what you changed. The date must reflect September 15th.
 Save your project plan as YourName_UpdatedProjectPlan and submit to your assessor.
STEP 3: DEVELOP PROJECT PROGRESS REPORT

 Develop a project progress report using the project progress report template.
 Save the completed progress report as YourName_ProgressWeek6 and submit to your assessor.
 Make copies of the updated project plan before you submit to your assessor, as you will need to refer to
this when you complete Assessment Task 4.
STEP 4: SEND PROGRESS REPORT TO THE TEAM

 Send a project update to the team by writing an email using the email template. Your email must include:
− The progress report file name in the attachment section of the email.
− An overview of how the project is tracking.
− A request to confirm that everyone is still on track with their responsibilities.
 Save the completed email as YourName_Email3C and submit to your assessor. Your email is considered
Project Progress Report
Today’s date:
Week in the project: Week 6
Progress
Budget Update and Overview On track? Y/N
Expenses
Revenue (including donations) Budgeted revenue $28,550 and above
Deliverables Update and Overview On track? Y/N
Timelines Staff volunteers now have 15 confirmed
Activities Collecting donations activity is complete

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Risk management Update and Overview On track? Y/N
Risk register
Other Information:
To: [enter text]


 The progress report file name in the attachment section of the email (YourName_ProgressWeek6)
 An overview of how the project is tracking (budget revenue up $28,550 risk of not getting enough
donations is reduced + other information that reflects the students project plan)
 A request to confirm that everyone is still on track with their responsibilities
Kind Regards,
[enter text]
Project Officer
Phone: 1800 111 222
www.cbsa.com.au

Purpose of the task
This task requires students to manage a range of issues and situations that occur throughout the duration of
the project. Students must complete various correspondence (email and progress reports) and update the
project plan throughout.

BSBPMG522
If any of the sections of the updated project plan are incorrect or if students do not complete all sections of
the plan, they will make arrangements with you about resubmission. You must discuss timeframes for
resubmission with the student when you tell them the outcome for this task.
If you identify that the progress reports or emails are missing content, or are lacking in detail or providing
incorrect information, you must provide the student with feedback and information relating to what is required
for resubmission.
Provide students with the due date for this task.
Benchmark guidance has been provided in templates above.

Record the outcome of this assessment in the Assessment Record Tool

 Completed email response to Abby
 Completed progress report from Task 3B
 Completed email update to the project team in Task 3B
 Completed progress report from Task 3C
 Completed email update to the project team in Task 3C
 Complete project plan

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Assessment Task 4: Project Finalisation
TASK SUMMARY
In this task you must complete develop a draft final project report.

Resources

which is required.

If your assessor marks any of the sections of your final project report as incorrect or if you do not complete all
sections, they will make arrangements with you about resubmission. Your assessor will give you a due date by
which this must be provided. Your assessor will provide you with guidance as to what needs to be resubmitted
and how.

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PROJECT FINALISATION SCENARIO

Congratulations, the project is now complete. You have received an email from Tina below:
To: You
Date/time: October 11th 4 pm
Subject: Final results
Good afternoon,
Wow – what a night! It will be an event to remember! I would like to thank you for doing such a great job with
this project. The final figures are below:
Total expenditure: $28,598
Total raised: $53,200
Revenue type Amount
Merchandise $1,200
Ticket sales (120x$100) $12,000
Auction $37,500
Additional donations $2,500
You have been very organised. Providing everyone with regular progress updates kept the project on track.
That being said, I do feel there are a few areas that we can look at to improve future fundraising events.
The main issues that I identified were:
 Difficulty acquiring staff volunteers early on in the project
 The issue with the $2000 travel voucher being withdrawn from Dream Makes
 Only 120 tickets being sold, what happened to the other 30?
 The issue with the DJ arriving when the event started (4pm) instead of half an hour before to set up
 The week before the event was complete chaos
I look forward to seeing your draft final project report and we can discuss outcomes further in the meeting
next week.
Kind regards,
Tina Hughes

Phone: 1800 111 222
www.cbsa.com.au

BSBPMG522
STUDENT INSTRUCTIONS FOR TASK 4

Review all of the information in the email from Tina.
STEP 2: PREPARE THE DRAFT FINAL PROJECT REPORT

 Develop the draft final project report using the template provided. You must ensure you complete all
sections based on the information you have been provided with and you must ensure calculations are
correct.
 Make a copy of your draft final project report before you submit to your assessor, as you will need to refer
to this when you complete Assessment Task 5.
 Save your draft final project as YourName_DraftFinalProjectReport and submit to your assessor.
Final Project Report

At a minimum, students must include the information provided in this benchmark. They may also include
additional information that is directly related to their individual project plan.
Today’s date: October 12th
Outcomes
Requirements Overview
Did the project achieve Yes, the objective was to raise $50,000, we raised $53,200
objectives?
Was the project executed Approved budget: $32,000

within budget? Total expenses: $28,598
Variance ($): $3402
On budget [ ]
Under budget [x]
Over budget [ ]
Briefly describe the progress Project commenced on August the 1st and the charity event was held on
of your project from start to October the 10th. With the help of the project team, we negotiated activities,
finish including any roles and responsibilities. Fortnightly progress reports were developed and
unexpected obstacles. sent to the project team.
Obstacles included:

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 Difficulty with acquiring staff volunteers

 Withdrawn donation
 DJ arriving late
 Only 120 tickets sold
 Week before was chaotic
Briefly describe the changes  August 15th timeframe for acquiring staff volunteers changed to
that occurred throughout the September 7th. WBS and risk register changed.
project.  August 29th a $2000 prize donation was withdrawn. Budget and risk
register changed.
 September 15th prize donations were confirmed and finalized. Budget
and risk register changed.
Lessons Learned
List and describe any lessons learned from this project and provide recommendations that can be used to
improve the delivery of future information systems projects.
Students must identify the 5 lessons below (at a minimum). Recommendations will vary but must be logical.
Examples have been provided below.
Description Recommendation
Difficulty with acquiring staff Move resourcing of staff to earlier in the project timeline to allow sufficient
volunteers time to source.
Withdrawn donation Request written confirmation from personnel in charge of managing funds
within the business.
DJ arriving late Have clear service agreement in place.
Only 120 tickets sold Monitoring procedures need to be reviewed.
Week before was chaotic Allow for minimal activities to be completed in the week before. Move all tasks
a week before the event date to prevent last minute rushing.
Other Information:

BSBPMG522

Purpose of the task
This task requires students to develop the final project report.
 Students must complete all of the sections in the final project plan report satisfactorily and correctly. If
you identify that students have not completed any of the sections satisfactorily or they have missed any
sections, they should be given an appropriate time in which to resubmit.
 Discuss timeframes for resubmission with the student when you tell them the outcome for this task.

 Provide students with the date of submission for this task.
 A benchmark final project report with correct calculations has been provided.

 Complete draft final project report

BSBPMG522
Assessment Task 5: Project Review
TASK SUMMARY
There are two parts to this assessment task:
 In Part A you must hold a project review meeting to discuss outcomes of the project with the project team.
 In Part B you must make the necessary changes to finalise the final project report based on the meeting
outcomes.
TASK 5: PART A – PROJECT REVIEW MEETING ROLEPLAY
TASK SUMMARY
In this task you must hold a project review meeting to discuss outcomes of the project with the project team.

Personnel
 Three classmates to play the roles of project team members
 One classmate to play the role of the project sponsor
Resources
 Pen and paper to take notes
 SD Project Review Meeting Agenda
 Your draft final project report from Assessment Task 4

 Class-based students will do this task in the classroom in a simulated workplace environment.
 Your assessor will provide you with the date and time for this assessment.

If your assessor identifies that you did not correctly or adequately demonstrate the skills and knowledge
required of this task, you will be given feedback on areas for improvement. Your assessor will provide you with
guidance as to whether you need to:
 Undertake further learning and redo the role play at a later date – your assessor will provide you with
further details about this.

Make copies of any files before you submit to your assessor, as you will need to refer to them when you
complete Assessment Task 5 Part B.
STEP 1: PREPARE FOR THE MEETING

You will be required to participate in a role play where you will discuss outcomes of the project with the project
team. Read the details of your meeting below and familiarise yourself with applicable documentation:
You are to meet the following meeting objectives:
 Discuss the project outcomes and processes against the project scope and plan.
BSBPMG522
 Congratulate the team and highlight the project successes.

 Collaborate with the team to document lessons learned and applicable recommendations.
 Incorporate the project team’s ideas.
 Answer any of the project teams concerns or questions.
 Discuss the reassignment the team to their previous roles.
 Gain necessary sign-offs from the project sponsor.
 Thank the team.
Note: You must take notes during the meeting as you will update your final project report in Part B.
During the role play you must also ensure that you:
 Use effective verbal and nonverbal communication to review the project (during conversations you must
gain the team’s agreement and commitment)
 Use listening and questioning skills to seek information and confirm understanding
 Use collaborative techniques to engage the project team in consultations and negotiations.
Adhere to relevant organisational and legislative requirements.
STEP 2: PARTICIPATE IN THE MEETING

You must now participate in the meeting to discuss the project plan with the project team. You must take down
brief notes of what is being discussed.
Your assessor will observe you as you participate and contribute throughout the meeting.
During the observation, your assessor will be looking to see that you can:
 Discuss the project outcomes and processes against the project scope and plan.
 Congratulate the team and highlight the project successes.
 Use consultative techniques to allow the project team to be engaged and express their ideas.
 Collaborate with the team to document lessons learned and applicable recommendations.
 Explain to project team members that they will go back to their original roles.
 Use effective listening and questioning skills to seek information, clarify information and confirm
understanding.
 Ask for final approval and the sign-off for the completion of the project from the project sponsor.
 Thank the project team for their efforts.
 Use open body language and clear verbal communication throughout the meeting.
 Adhere to relevant organisational and legislative requirements throughout the meeting.

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ASSESSOR INSTRUCTIONS FOR TASK 5: PART A

Purpose of the task
This task requires students to participate in a project review meeting.
Students must run the meeting to a satisfactory standard as outlined in the observation checklist (Role Play
2) document. If students do not correctly or adequately demonstrate the skills and knowledge required for
this task, you must give them feedback on areas for improvement. You must the provide direct the student
to:
 Undertake further learning and redo the role play at a later date determined by you.

 Provide students with the date and time for the meeting.
 Provide role play participants with the role player personas 2 document and assign roles.
 Roleplay to be conducted in a meeting room or other quiet space where collaborative discussions can
occur without disruption.
 Record your observations in the Assessment Record Tool and submit as evidence.
 Students are asked to submit notes from the meeting (this is to verify required changes per meeting
discussions) for Assessment Task 5 Part B.
Record the outcome of this assessment in the Assessment Record Tool.
SUBMISSION REQUIREMENTS FOR TASK 5: PART A

 Notes from the meeting

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TASK 5: PART B – FINALISE THE PROJECT PLAN
TASK SUMMARY
In this task you must make the necessary changes to finalise the final project report based on the meeting
outcomes in Assessment Task 5: Part A. Once your report is finalised, you must email it to the project team.

Resources
 Project review meeting agenda with notes from Assessment Task 5: Part A
 Your draft final project report from Assessment Task 4
 Email template.

which is required.

If your assessor identifies that your final report or email are missing content, or are lacking in detail or providing
incorrect information, you will be given feedback on what is required for resubmission.
STEP 1: UPDATE THE FINAL PROJECT REPORT

 Update your final project report incorporating what was discussed in the review meeting. You must add any
feedback received in the ‘other information’ section.
 Save your final project report as YourName_FinalReport and submit to your assessor.
STEP 2: SEND THE REPORT TO THE TEAM

 Send the final project report to the team using the email template. Your email must include:
− The report file name in the attachment section of the email.
− An overview of the changes you made to the final project report based on their suggestions.
− A thank-you for all of their efforts.
 Save the completed email as YourName_Email5B and submit to your assessor. Your email is considered

BSBPMG522
From: Student
To: Project team
Date/time: Date and time entered
Subject: Final Project Report
Good morning all,
Thank-you for attending the meeting. Based on what we have discussed, I have made the following changes
to the lessons learned and recommendations section in the final project report (attached):
 Move resourcing of staff to earlier in the project timeline to allow sufficient time to source.
 Request written confirmation from personnel in charge of managing funds within the business.
 Have clear service agreement in place.
 Monitoring procedures need to be reviewed.
 Allow for minimal activities to be completed in the week before. Move all tasks a week before the event
date to prevent last minute rushing.
Thank-you all again for your efforts with this project, it has been a true success.
Kind Regards,
Student name
Project Officer
Phone: 1800 111 222
www.cbsa.com.au

BSBPMG522
ASSESSOR INSTRUCTIONS FOR TASK 5: PART B

Purpose of the task
This task requires students to finalise the final project report by making changes per discussions in the
review meeting. They must then send the report to the project team via email.
If you identify that the student’s final report or email are missing content, or are lacking in detail or providing
incorrect information, you must provide the student feedback and details regarding what is required for
resubmission.

 Provide students with the date of submission for the final report.
 All sections of the final must be completed. Additional information provided to the students during the
meeting were the recommendations outlined in the benchmark report in Part A. Students must also
document feedback received in the ‘other information’ section of the report which includes:
− Gavin Stead, Managing Director of CBSA, was impressed with how the auction went.
− Danish (beyondblue representative) said that the event was one of the best he had been to.
− Venue manager said that more security would have been better to ease the flow of entry and
departure.
− Several event attendees said they had a great night.
 The email must have:
− The report file name in the attachment section of the email (StudentName_FinalReport).
− An overview of the changes made to the final project report (changes to lessons learned and
recommendations based on the project review meeting agenda submitted in Assessment Task 5
Part A).
− A thank-you to the team for all of their efforts.
Record the outcome of this assessment in the Assessment Record Tool
SUBMISSION REQUIREMENTS FOR TASK 5: PART B

 Approved final project report
 Completed email reporting final outcomes to the project team

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Unit Mapping – BSBPMG522 Undertake Project Work

Application This unit describes the skills and knowledge required to undertake a straightforward project or a section of a larger project. It covers developing a project plan, administering
and monitoring the project, finalising the project and reviewing the project to identify lessons learned for application to future projects.
This unit applies to individuals who play a significant role in ensuring a project meets timelines, quality standards, budgetary limits and other requirements set for the project.
The unit does not apply to specialist project managers. For specialist project managers, the other units of competency in the project management field (BSBPMG) will be
applicable.
Licensing requirements N/A
Prerequisites N/A
Assessment Tasks
Element Performance criteria AT1 AT2 AT3 AT4 AT5
1. Define project 1.1 Access project scope and other relevant documentation 1, 2
1.2 Define project stakeholders 3b, 3h
1.3 Seek clarification from delegating authority of issues related to project

Part A (7)
and project parameters
1.4 Identify limits of own responsibility and reporting requirements 1, 3b, 3g Part A (4)
1.5 Clarify relationship of project to other projects and to the organisation's

3a, 3i Part A (1)
objectives
1.6 Determine and access available resources to undertake project 1, 2, 3d, 3e Part A (access)
2. Develop project plan 2.1 Develop project plan in line with the project parameters  Part A
2.2 Identify and access appropriate project management tools  Part B
2.3 Formulate risk management plan for project, including Work Health and
3j Part B
Safety (WHS)
2.4 Develop and approve project budget 3d (develop) Part A (9)
2.5 Consult team members and take their views into account in planning Part A (3,5,6)

BSBPMG522
Assessment Tasks

the project
2.6 Finalise project plan and gain necessary approvals to commence Part A (5,6,9),
project according to documented plan Part B
3. Administer and monitor 3.1 Take action to ensure project team members are clear about their
Part A (4) Part A, Part B, Part C
project responsibilities and the project requirements
3.2 Provide support for project team members, especially with regard to
specific needs, to ensure that the quality of the expected outcomes of Part A (10) Part A, Part B, Part C
the project and documented time lines are met
3.3 Establish and maintain required recordkeeping systems throughout the

2.1 (establish) Part A, Part B, Part C
project
3.4 Implement and monitor plans for managing project finances, resources Part A (partial
Part A, Part B, Part C
and quality imp.)
3.5 Complete and forward project reports as required to stakeholders Part B, Part C
3.6 Undertake risk management as required to ensure project outcomes

3j Part A, Part B, Part C
are met
3.7 Achieve project deliverables Part A, Part B, Part C 
4. Finalise project 4.1 Complete financial recordkeeping associated with project and check for
Part B, Part C  Part B
accuracy
4.2 Ensure transition of staff involved in project to new roles or

Part A
reassignment to previous roles
4.3 Complete project documentation and obtain necessary sign-offs for

 Part A, Part B
concluding project
5. Review project 5.1 Review project outcomes and processes against the project scope and
 Part A
plan
5.2 Involve team members in the project review Part A
5.3 Document lessons learned from the project and report within the  Part A, Part B

BSBPMG522
Assessment Tasks

organisation
Assessment Tasks
Foundation skills Description AT1 AT2 AT3 AT4 AT5
Reading  Organises, evaluates and critiques ideas and information from a range
 Part B Part A, Part B, Part C  Part B
of complex texts
Writing  Develops plans, reports and recommendations using vocabulary,

structure and conventions appropriate to text
 Establishes and maintains records according to organisational

requirements
Numeracy  Uses formal and some informal, oral and written mathematical language
and representation to prepare and communicate budgetary and  Part A (oral) Part A, Part B, Part C  Part A, Part B
financial information
Oral communication  Participates in verbal discussions using clear language and appropriate
Part A Part A
features to present or seek information
 Using listening and questioning skills to seek information and confirm

Part A (8) Part A
understanding
Navigate the world of work  Recognises and responds to organisational and legislative/regulatory
 Part A, Part B Part A, Part B, Part C Part A
requirements
Interact with others  Selects and uses appropriate communication protocols and practices to
3h Part A Part A, Part B, Part C Part A, Part B
ensure shared understanding of project roles and expectations
 Uses collaborative techniques to engage stakeholders in consultations

Part A (5,6) Part A, Part B, Part C Part A
and negotiations
Get the work done  Develops and implements plans to manage projects that involve diverse
 (develop) Part A , Part B Part A, Part B, Part C
stakeholders with potentially competing demands
 Systematically gathers and analyses all relevant information and  Part A, Part B Part A, Part B, Part C  Part A, Part B

BSBPMG522
Assessment Tasks
Foundation skills Description AT1 AT2 AT3 AT4 AT5

evaluates options to make informed decisions
 Evaluates outcomes of decisions to identify opportunities for

 Part A, Part B
improvement
 Uses digital technologies and applications to access, organise and

share information
Assessment Tasks
Performance Evidence AT1 AT2 AT3 AT4 AT5
Evidence of the ability to:
 define the parameters of the project including:
− project scope  Part A, Part B
− project stakeholders, including own responsibilities 3b, c Part A, Part B
− relationship of project to organisational objectives and other projects 3a Part A
− reporting requirements 3g Part A, Part B
− resource requirements 3b, 3c, 3d, Part A, Part B
 use project management tools to develop and implement a project plan including:
− deliverables 3a Part B Part A, Part B, Part C
− work breakdown 3c Part B Part A, Part B, Part C
− budget and allocation of resources 3d Part B Part A, Part B, Part C
− timelines 1c Part B Part A, Part B, Part C
− risk management 3j Part B Part A, Part B, Part C
− recordkeeping and reporting 3g Part B Part A, Part B, Part C

BSBPMG522
Assessment Tasks
Performance Evidence AT1 AT2 AT3 AT4 AT5
 consult and communicate with relevant stakeholders to generate input and engagement in planning,
Part A Part A, Part B, Part C Part A, Part B
implementing and reviewing the project
 provide support to team members to enable them to achieve deliverables and to transition them as Part A, Part B, Part C
Part A (del) Part A
appropriate at completion of the project (del)
 finalise the project including documentation, sign-offs and reporting  Part A, Part B
 review and document the project outcomes.  Part A, Part B
Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.
Assessment Tasks
Knowledge Evidence AT1 AT2 AT3 AT4 AT5
To complete the unit requirements safely and effectively, the individual must:
 give examples of project management tools and how they contribute to a project 3e
 outline types of documents and other sources of information commonly used in defining the parameters
3e
of a project
 explain processes for identifying and managing risk in a project 3j
 outline the organisation's mission, goals, objectives and operations and how the project relates to them 3a
 explain the organisation's procedures and processes that are relevant to managing a project including:
− lines of authority and approvals 3k
− quality assurance 3k
− human resources 3k
− budgets and finance 3k
− recordkeeping 3g

BSBPMG522
Assessment Tasks
Knowledge Evidence AT1 AT2 AT3 AT4 AT5
− reporting 3g
 outline the legislative and regulatory context of the organisation in relation to project work, including
3f, 3j
work health and safety (WHS) requirements.
Assessment Tasks
Assessment conditions AT1 AT2 AT3 AT4 AT5
Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the management and leadership – project
management field of work and include access to:
 relevant legislation, regulations, standards and codes   
 relevant workplace documentation and resources     
 case studies and, where possible, real situations     
 interaction with others   
Assessors must satisfy NVR/AQTF assessor requirements RTO to ensure


Project management guide

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Assessor Marking Guide

Assessment Information ......................................................................................................................................... 3

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About this Marking Guide

Assessment Task Assessment Method Overview

Assessment Task 3: Project Students will be required to manage a range of issues

Assessment Task 4: Project Students develop a draft final project report.

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− benchmark responses to assessment tasks

Assessment Attempts and Resubmissions

Task Cover Sheet

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Training and Assessment Strategy

Plagiarism, Cheating and Collusion

Resources and Equipment Required for These Assessments

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Principles of Assessment and Rules of Evidence

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Assessment Task 1: Developing the Project Plan

RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK:

WHEN AND WHERE WILL THIS TASK BE COMPLETED?

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WHAT HAPPENS IF I GET SOMETHING WRONG?

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STUDENT INSTRUCTIONS FOR TASK 1

STEP 1: REVIEW INFORMATION

STEP 3: DEVELOP PLAN

ASSESSOR INSTRUCTIONS FOR TASK 1

Guidance to assessors about this task

SUBMISSION REQUIREMENTS FOR TASK 1:

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Assessment Task 2: Finalising the Project Plan

TASK 2: PART A – PROJECT PLANNING MEETING ROLE PLAY

SUMMARY OF TASK 2: PART A

RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK:

WHEN AND WHERE WILL THIS TASK BE COMPLETED?

WHAT HAPPENS IF I GET SOMETHING WRONG?

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STUDENT INSTRUCTIONS FOR TASK 2: PART A

STEP 1: PREPARE FOR THE MEETING

STEP 2: PARTICIPATE IN THE MEETING

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ASSESSOR INSTRUCTIONS FOR TASK 2: PART A

Guidance to assessors about this task

SUBMISSION REQUIREMENTS FOR TASK 2: PART A

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TASK 2: PART B – FINALISE THE PROJECT PLAN

RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK:

WHEN AND WHERE WILL THIS TASK BE COMPLETED?

WHAT HAPPENS IF I GET SOMETHING WRONG?

STUDENT INSTRUCTIONS FOR TASK 2: PART B

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ASSESSOR INSTRUCTIONS FOR TASK 2: PART B

Guidance to assessors about this task

SUBMISSION REQUIREMENTS FOR TASK 2: PART B

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Assessment Task 3: Project Implementation

RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK:

WHEN AND WHERE WILL THIS TASK BE COMPLETED?

WHAT HAPPENS IF I GET SOMETHING WRONG?

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TASK 3: PART A – SCENARIO