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will be required to submit your task. Resubmission timeline will be determined by the assessor and based on the extent of
the re-submission. When you have completed all tasks in this document you will be granted an overall competency
outcome, which will be either Competent or Not Yet Competent.
Assessment Appeals Process
If you are dissatisfied with the outcome of one of the assessment tasks or the final outcome of the assessment task
because you feel that the result is unfair or incorrect, you may request to have the task/s or overall assessment task
reviewed. If you are still dissatisfied with the outcome, you may lodge a formal assessment appeal. Refer to SBTA’s
Complaints/Appeals Policy and Procedure.
Reasonable adjustment
If you require any reasonable adjustment to complete your assessment, please contact the trainer/assessor before
completing any assessment task. Please note academic standards of the unit will not be lowered to accommodate the
needs of any student but there is a requirement to be flexible about the way in which it is delivered and assessed. Each
case will be looked at on its own merit.
Authenticity:
Students are required to acknowledge prior to submission, indicating that the work they have submitted for assessment is
their own. Students must enter their own user ID and password provided by SBTA to be declare that the work they are
uploading is theirs. The Assessor must be assured that the evidence presented for assessment is the student’s own work.
Student Declaration
Please ensure that you also acknowledge the Student Declaration section on your student portal prior to submitting. The
student declaration section acknowledges that you declare that:
þ I am submitting work in this assignment that is my own, except where acknowledgement/s of sources are made.
þ I have not copied in part, or in whole, or otherwise plagiarised the work of others.
þ I declare that the material does not infringe the intellectual property/copyright of a third party and I understand
that the evidence
may undergo electronic detection and used to make comparisons with other evidence submitted by current or
previous students.
þ The Units of Competence, Elements and Performance Criteria which I studied during the course were explained
and
I was provided with adequate resources which enable me to complete this assessment.
þ The assessment tasks, assessment criteria and assessment due date(s) for this course were explained.
þ I was advised and I am aware of The Academy’s Policies including the Assessment Policy and the Assessment
Appeals Process.
þ I was given assistance from the trainer and/or other Academy staff during the study of this course when it was
requested.
þ I understand that my feedback will be used for reporting purposes and continuous improvement.
þ I acknowledge that my personal and outcomes details shall remain confidential and will only be used for official
reporting purposes.
Application of the unit: BSBPMG522 Undertake project work
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.
Instructions to students
This is a knowledge test where you will be required to demonstrate your knowledge in this unit of competency. You can
use the virtual company “Bounce Fitness” by accessing the following website http://bounce.precisiongroup.com.au/ to
complete this assessment. If you are unable to access the virtual company, your assessor will be able to assist you with
this process.
Questions
1.1. Provide two (2) examples of project management tools. Discuss how each can be applied in developing and
implementing project plans. (LONG)
Project Management Tool Their Application in the Development and Implementation of Project Plans
Gantt and bar charts Chart A Gantt chart is a project diagram in which a series of horizontal
lines shows the amount of work done or the production completed in
certain periods of time in relation to the amount planned for those
periods. A Gantt chart is used for the same purpose as a Critical Path
Program. It can be applied in the development and implementation of
project plans, since it allows an optimal organization of all the activities
to be carried out. One of the biggest benefits of a Gantt chart is the tool's
ability to boil down multiple tasks and timelines into a single document.
Stakeholders throughout an organization can easily understand where
teams are in a process while grasping the ways in which independent
elements come together toward project completion. Teams can use charts
to replace meetings and enhance other status updates. Simply clarifying
chart positions offers an easy, visual method to help team members
understand task progress.
Sometimes, a lack of time or resources forces project managers and teams
to find creative solutions. Seeing how individual tasks intertwine on
Gantt charts often encourages new partnerships and collaborations that
might not have evolved under traditional task assignment systems.
Risk and issues logs It allows knowing what is failing, what calamities it could have and
1.2. List two (2) types of documents, and two (2) sources of information commonly used in defining the parameters of a
project. (SHORT)
1.3. Listed below are types of risks commonly encountered in a project. In your own words, discuss the processes you
can use for identifying each. Each discussion must be 250 - 300 words in length. The processes discussed must be
applicable to the industry you specified. (LONG)
Financial risk Risk identification is the beginning of any type of strategy to minimize the
risks of a project, and a step prior to planning the responses to these possible
incidents. It is very important not to limit yourself in the use of the tools.
Reviewing the documentation of a project with a magnifying glass is
essential to identify the risks. The basis of any project is based and
supported on the documentation generated, to begin building the pieces with
which we will obtain the service or product demanded. Hence, that of the
most primitive and essential steps before managing a project, is to know
how to prepare, organize and share all the necessary documentation to start
building our project.
Strategic risk
Operational-technical risk
Operational-safety risk
1.4. For this task you have to refer to Bounce Fitness’s website. You are the Fitness Instructor at Bounce Fitness and
have been assigned a project which you are responsible for by the Centre Manager. Listed below are procedures
and processes in managing the project. explain Bounce Fitness’s procedures and processes for each. (LONG).
In your response, you must be able to:
specify the name of the Bounce Fitness procedure/process, if applicable.
briefly explain the steps and how you can implement the process in managing the project.
Procedures/Processes Explanation
Line of approval
Quality assurance
Record keeping
(Note: Bounce
Fitness’s
recordkeeping
procedures can be
found in the Quality
Assurance Manual.)
Reporting
1.5. Listed below are the areas of legislation and regulations relevant to undertaking project work. Complete the table
below: (LONG)
a. Specify your State/Territory.
b. Identify one (1) piece of legislation and the corresponding set of regulations that must be followed. The
legislation and regulations you identify must apply to your industry and your State/Territory, where
applicable.
c. For each piece of legislation and regulations identified, list the requirements that must be followed when
undertaking project work.
State/Territory:
Anti-discrimination
Environmental Issues
Privacy
Industry-specific
requirement
(specify one (1))
1.6. In the spaces provided below, outline your organisational mission and operations. Briefly explain how the project
you will undertake relates to each of these. If you do not have access to a workplace, you may refer to the following
documents from Bounce Fitness: (SHORT to MEDIUM)
Mission, Vision, and Values
<http://bounce.precisiongroup.com.au/infrastructure/business-strategy-and-planning-documents/>
Bounce Fitness Internet Coffee Shop Marketing Plan
<http://bounce.precisiongroup.com.au/infrastructure/current-projects/>
Student note:
Pleases outline their organisational mission, and operations. They must explain how each of these relates to the project
they will undertake. Use documents from Bounce Fitness, responses must be based on the following documents:
Mission, Vision, and Values
<http://bounce.precisiongroup.com.au/infrastructure/business-strategy-and-planning-documents/>
Bounce Fitness Internet Coffee Shop Marketing Plan
<http://bounce.precisiongroup.com.au/infrastructure/current-projects/>
They may specify any part of the operations using the marketing plan. These documents have also been uploaded with
your assessment for easy access.
You are expected to respond to all aspects of each question and case study. In some cases, direction is provided on
the expected length of your response. These assessments will require a Short, Medium or Long response.
The following is a guide to the expected number of words for each of these categories unless otherwise indicated.
Instructions to students
In this task you will be required to refer to the virtual company “Bounce Fitness” by accessing the following website
http://bounce.precisiongroup.com.au/ and demonstrate your ability to define a project which includes being able to access
workplace documentation, define project stakeholders, delegate, identify responsibility, clarify responsibilities and
determine and access available resources.
Read the case study below and complete the activities.
Introduction
Bounce Fitness is made up of four fitness centres. Head office is currently established in Cairns, Queensland. The
other centres are in Brisbane, (Queensland), Sydney, (New South Wales) and Melbourne, (Victoria). It is the intention
of the Board of Directors that a new centre will be opened in Perth, (Western Australia).
It was established in 2001 by Margaret House as a single aerobic studio. After two years membership increases
demanded the small leased centre be expanded and a new facility was built on land purchased by the organisation. In
2004 a second centre was established in leased premises in Brisbane and then Sydney and Melbourne in the
subsequent two years.
The Head Office remains in Cairns and a Board of Directors has been established to oversee the function of the
business in all of the centres. Each centre has a Manager, who reports to the CEO in Cairns, and a team of permanently
employed fitness instructors and other casual instructors, all of whom report to the Centre Manager.
The business is operated on best business practice and complies with all legislative requirements, local by-laws and is
registered with the national body.
Bounce Fitness intends to market its brand through excellence in service and expertise to establish itself as a premier
provider of fitness and wellness in Australia. Much time is invested in training the Centre staff to upgrade their
professional skills and in customer service to foster a loyal member base. Classes are innovative and varied with
regular changes to routines and activities.
Bounce Fitness has developed choreographed fitness moves with accompanying music which is geared to the varying
interests, needs and goals of the member group. It is intended that all around Australia, gym and fitness centre
members will continue to be enhancing personal performance through classes designed and produced by this business.
Classes are coupled with state-of-the-art fitness equipment to cater to those who prefer resistance training to aerobic
workouts. Additional free weights allow for use by even die-hard lifters.
All centres are carpeted in areas used for stationary activities, spacious, well-ventilated and air-conditioned to make
the environment as safe and comfortable as possible. They are light and feature wrap-around mirrored walls. The
decor was designed by a Brisbane firm and is updated every three years. There are showers, toilets, lockers.
Each centre features a retail section selling fitness shoes, clothes and other related fitness items. There is a small
cafeteria which is leased to a provider who supplies healthy, low calorie drinks and light food.
Each Centre has regularly scheduled aerobic classes ranging from high intensity to low intensity. The scheduling is left
to each Centre but must sustain a minimum average of twelve in each class for them to continue to be held. The style
of classes changes as new methods are developed to sustain interest and provide variety.
Circuit classes are also scheduled for groups who move in a circuitous rotation around the different resistance
equipment sequentially as instructed by the Instructor. They are required to complete interval aerobic exercises during
the completion of a class to enhance the value of the workout.
Very low intensity classes are also held in age care facilities to keep residents active and incorporate light weights to
keep them healthy. This exercise contributes to the physical and mental health of participants as well as providing an
interest in their day.
Special classes are held in high schools for senior students, sheltered workshops and other special situations as
requested and are operated at minimal or no cost as a community service.
Funding is primarily from memberships. Memberships are sold on one, three, six and twelve monthly basis on a
decreasing fee scale. Casual members are welcome, but the daily rate is a premium one.
Each Centre sells memberships to 120%. This means that at peak times it could be quite crowded, but experience
demonstrates that there is a maximum of 80% usage.
The retail arm of the business accounts for about 30% of the takings from each centre. The strategic plan for retail is
set to increase investment in sales this year to 35%. Each Centre will be given a budget to develop and implement a
sales and marketing plan to trial. The most successful may be implemented nationally and will attract an incentive for
the most successful Centre.
The catering facilities are currently leased to private operators, and this is reconsidered during each annual planning
session by the Board, which produces 5% of the income, less than the rent off-set.
The Board of Directors have come up with some business objectives and Key Performance Indicators for the next 12
months for each of the Centres. You are the Centre Manager for the Sydney Centre and are also required to meet the
business objectives as per below:
Generate a 10% yearly increase in sales
Increase market penetration every quarter
Continue to cultivate Bounce Fitness’s image as the premier long-term wellness program provider
Decrease customer acquisition costs by 4% every two quarters
Lower the cost of service delivery by 1% a quarter
Holding spending, as a percentage of sales at a steady rate.
In order to meet the business objectives, it was decided to open a coffee shop at the Fitness Centre to generate more
customers to the centre. The idea is also to have a hub where clients can also socialise after their sessions and also be
able to have healthy snacks and meals.
You as the Centre Manager are responsible for the above project for your Fitness Centre.
2.1. Access documents from the Bounce Fitness website to define the project scope. The documents you will have to
access include Business Plan, Coffee Shop Marketing and Corporate Marketing Plan and any other documents form
the website such as financial documents. Copies of some of these documents are downloaded for your convenience.
List the documents downloaded and explain how you can use these documents to define the project scope. (LONG)
2.2. After you have reviewed all the documents and accessed the project scope and other workplace documents, you are
required to write a project brief to define the project. In your project brief you must include the following: (LONG)
a) Define project stakeholders e.g. explain who will be included in the project
b) Who are the delegating authority for the project?
c) What are the project parameters?
d) Your responsibility and reporting requirements
e) Bounce Fitness’s objective
f) Project documentation of other projects relevant to the one you will undertake
g) Resources required for undertaking the actual project (to be recorded in your Project Scope Statement),
including:
o At least two (2) physical resources
o At least two (2) human resources
o At least two (2) technical resources (optional)
MEETING MINUTES
Attendees:
Venue:
Responsibilities:
2.4. You are now required to develop a project plan which you have to submit to your CEO and the Board of Directors
for approval. You must ensure that your Project Plan includes the following: (LONG)
Student extra information:
When developing the plan please take the following into account. The Project Plan provides the detailed project
work plan, timescale and resourcing requirements, against which the Project Board or Sponsor can effectively
monitor and control project progress. Where a separate business case is not required, the Project Plan also provides
the business justification for the project, which is reviewed as the project progresses to ensure it remains valid.
The key areas that the Project Plan should cover are:
Details of the project deliverables, including timing of and responsibilities for delivery
Key project milestones
Key dependencies, constraints and assumptions
An overview of the major project risks
A high level project timeline
Resource management, including budget and other resourcing requirements.
The key considerations in the development of the Plan are:
The Plan must be achievable. This means that estimates must be based on consultation with the staff who
will undertake the work and/or reference to historical data
The Plan should incorporate, or be informed by, lessons from previous projects
Project management and control activities (such as planning, reporting, reviewing and quality checking), as
well as the activities to create the products in scope should be considered and included in the plan
The Plan should support the quality management, risk management and communication management
activities required for the project.
The Academy has project management software called ZOHO purchased a license. Your trainer and assessor can
access the program after speaking to the IT team. You may wish to use the ZOHO software to complete this task
or use the template supplied.
PROJECT PLAN
Project Plan:
Project Manager
Project Sponsor
Date
Project Overview:
Personnel/Role Responsibilities
Deliverables
Exclusions
Project Constraints
Students must least two (2) resources or events that will limit or restrict the implementation of the project.
Reporting Requirements
Students must outline the reporting requirements involved in this project, including any reporting processes involved.
Risk assessment description and overview
Likelihood
Risk Reference
Consequence
Impact (from
Effectiveness
(What can
Source (How
Treatment
strategies
happen?)
The Risk
happening)
happen?)
can this
event
Compliance commitments
Highlight the key compliance commitments to the project; consider legislation that may be impacted by this change. For
information regarding legislation that applies to the Fitness Industry.
Resource Requirements
Students must list all resources they will require to undertake the project.
Project References
Students must log all documentation and references accessed to determine the requirements of this project.
Exception Report
Scope
Quality
MILESTONES
Provide details of the important progress markers (what will be achieved, and when) which will enable the Project
Sponsor or Board to monitor progress. The following table can be used:
TIMELINE
Provide an overview of the project timeline. A Gantt chart should be used wherever possible. Refer to Gantt chart
template below.
Description
Original planned end date will be met +/- (n) task now (n) weeks ahead or behind schedule
C=task completed this week
for assistance
APPROVED BY:
Instructions to students
In this task you are required to demonstrate your ability to administer and monitor the project for the coffee shop at
Bounce Fitness. You will be required to take action to ensure project team members are clear about their responsibilities,
provide support, establish and maintain record keeping systems, implement and monitor plans for managing project
finances, resources, complete and forward project report, undertake risk management and achieve project deliverables.
Activities
3.1. Meet with the project team members and ensure they are clear about their responsibilities and the project
requirements. Document your meeting in meeting minutes and get your team members to sign off on their
responsibilities. (MEDIUM).
MEETING MINUTES
Attendees:
Venue:
3.2. Read the scenario below and explain how you are going to support Samantha in meeting the project timelines and
communicate with external stakeholders. (MEDIUM).
Scenario
Whilst the coffee shop is being built and the project is underway, one of your project team members, Samantha who is
supposed to research some coffee machines which needs to integrated into the coffee shop. Samantha is also required
to source the coffee beans in the aim of obtaining the coffee machine for free. Samantha seems a bit disorganised and
the information was supposed to be collected and presented to the Centre Manager by last week. As the Centre
Manager you know that Samantha is very capable however needs some sport and assistance to get the required
information. However, Samantha is finding it difficult to communicate with representative and getting them to come in
on time.
Design a list of activities and put them into a flowchart so that you can demonstrate your process of
supporting Samantha in meeting the project timelines and communicate with external stakeholders.
(MEDIUM).
3.3. Design a records management procedure for this project as to how you are going to maintain required
records for the Café Shop project for Bounce Fitness. (LONG).
3.5. Once you have completed the project scope, and identified the resources required for the project clarified,
you need to ensure that these resources are available for you to implement the project. Use the Project
Resources Log in the following pages to record all the resources required for the project as specified in the
Project Scope Statement. For the purpose of this assessment, the log must include: (LONG)
At least two (2) physical resources
At least two (2) human resources
At least two (2) technical resources (only if identified in the Project Scope Statement)
Check that these resources are available in the organisation before commencing the project. When doing so, ensure
that you have obtained permissions and made necessary arrangements from relevant persons in the workplace to be
able to access these resources. Document the date when you checked and accessed the resources. Have a relevant
person sign off that section in the Project Resources Log. Submit the completed and signed Project Resources Log to
your Assessor for sign off.
Project Manager:
Date:
3.6. Refer to the previous Risk Assessment Plan you conducted in 2.4 above and review the risk assessment plan
to ensure that the project outcomes are met. Once you have reviewed the risk assessment plan and the
outcomes, you are now required to write a report to your CEO and Board of Directors. In your report you
must address the following key points: (LONG)
a) advise them of the progress of the project
b) include in your report review pf the risk management plan
c) if the project deliverables have been achieved
You are expected to respond to all aspects of each question and case study. In some cases, direction is provided on
the expected length of your response. These assessments will require a Short, Medium or Long response.
The following is a guide to the expected number of words for each of these categories unless otherwise indicated.
Instructions to students
In this task you are required to demonstrate your ability to finalise and review the project for the coffee shop for Bounce
Fitness. You will be required to review your budget, transition of staff, complete project documentation, review project
outcomes, involve your team members and document lessons learnt.
4.1. Read the scenario and complete the following activities.
Scenario 1
You have met with the Financial Controller of the project to check the project budget and if your budget is on track.
During your meeting, you have identified and been informed by your Financial Controller that there is now an
increased cost for the coffee beans as the coffee beans selected are imported of very high quality. This means the
cost for the coffee has increased over the next 12 months.
You are now required to review your budget and incorporate the increased costs of the coffee beans and discuss it
with the Financial Controller. Present the revised budget to your CEO for sign off. Your assessor will act as the
CEO and your colleague can act as the Financial Controller. You must reverse this activity so that others get a
chance to act as the Center Manager. Use the space below to copy and paste the budget into. (MEDIUM)
4.3. You are now required to develop a checklist to finalise the project.
4.4. Now hold a final meeting with your project team and together with your team finalise the project using the checklist.
Complete a meeting minutes’ template to demonstrate that the meeting took place. (SHORT to MEDIUM)
MEETING MINUTES
Name, Purpose,
Objectives and Elements
of the Meeting:
Attendees:
Venue:
4.5. Attach the completed copy of your signed checklist with this task to sign off on the project. (SHORT to MEDIUM)
4.6. You are now required to reflect on your project and document lessons learnt from the project in a short report which
you are to present to your CEO. Use the space below to develop your report. The design of the report is your own.
You must however ensure that the report has an name, overview, recommendations, references to information and
evidence and conclusion. (LONG)
Assessor’s Checklist
Use formal and some informal, oral and written mathematical language and
Yes No
representation to prepare and communicate budgetary and financial information
Systematically gathered and analyses all relevant information and evaluates options to
Yes No
make informed decisions
Assessor Feedback:
Assessment Task 1
Assessment Task 2
Assessment Task 3
Description
Original planned end date will be met +/- (n) task now (n) weeks ahead or behind schedule
C=task completed this week