Assessment Task 1 BSBPMG522 Undertake project work

Define project and develop plan

Submission details

Candidate’s Name Phone No.

Assessor’s Name Phone No.

Assessment Site

Assessment Date/s Time/s

The assessment task is due on the date specified by your assessor. Any variations to this
arrangement must be approved in writing by your assessor. Submit this document with
any required evidence attached. See specifications below for details.

Performance objective
Candidates will demonstrate knowledge and skills required to define projects and develop
project plans.

Assessment description
Using the workplace scenario information provided, you will determine the scope of a
project and develop a portfolio of draft planning documentation to discuss with your
Operations General Manager (the assessor). You will then negotiate aspects of the project
with your assigned project team. Finally, you will submit final planning documentation for
approval.

Procedure
1. Review the simulated business documentation, including policies and procedures,
in the document ‘Max Lionel Realty.docx’. Review templates contained in the
document ‘Project planning templates.docx’ for possible use or adaptation in
completing project requirements.
2. Review the scenario information provided in Appendix 1.
3. Receive details from Operations General Manager (the assessor) of your project
team, cost, skills, and suggested project deliverables and timeframes.
4. Determine project scope. Develop appropriate initiation and scope documents for
discussion with Operations General Manager (the assessor).
5. Determine additional documentation required to determine project and develop
deliverables.

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Assessment Task 1 BSBPMG522 Undertake project work

6. Define project stakeholders. Determine how you will engage and manage
stakeholders to achieve project objectives. Develop communication and
stakeholder management plans for discussion.
Note: Consider scenario information and organisational structure to determine
stakeholders and stakeholder interests.
7. Identify personal responsibilities and reporting requirements.
8. Determine relationship of project to other projects, systems, business operations,
strategic aims of organisation, and external legislative requirements.
9. Determine resources and access to resources. Consult with Operations General
Manager (the assessor) to clarify if necessary.
10. Determine project management tools, such as software (e.g. Microsoft Word, MS
Excel, and MS Project) and templates, etc.
Note: You may use software tools or use or adapt the templates provided.
11. Using an appropriate project management tool, develop your project plan
(version 1). Include:
a. work breakdown structure: stages of development or of task completion
(Design, Develop, Implement, Evaluate); opportunities for (peer and
stakeholder) review and feedback; coordination of roles and sharing of
responsibility for deliverables; dependencies
b. timelines
c. roles and responsibilities for each team member
d. resourcing requirements.
12. Develop a risk management plan for your project (version 1) for discussion. Include
consideration of WHS risk management. Identify, assess and suggest treatment of
at least three additional risks, including financial risk. Record risks on a risk register
and complete a risk assessment document for each risk.
Note: You may use software tools or use or adapt the templates provided.
13. Develop a budget (version 1) for the project.
Note: You may use software tools or use or adapt the template provided.
14. Meet with Operations General Manager (the assessor) to discuss:
a. project scope
b. additional documentation required to determine project and develop
deliverables.
c. project stakeholders
d. personal responsibilities
e. relationship of project to other projects, systems, strategic aims of
organisation
f. resources and access to resources

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Assessment Task 1 BSBPMG522 Undertake project work

g. portfolio of documents:
i. project initiation and scope documents
ii. project plan (version 1)
iii. risk management plan (version 1)
iv. budget (version 1).
15. Ask for feedback from your Operations General Manager (the assessor) on your
version 1 drafts and ensure understanding of any additional project issues or
changes to project parameters.
16. Meet with your project team to:
a. negotiate roles and responsibilities
b. Agree on version 2 of documents for approval by Operations General
Manager (the assessor):
i. project plan (version 2)
ii. risk management plan (version 2)
iii. budget (version 2).
c. Incorporate Operations General Manager (the assessor) feedback into
planning project:
Note: The meeting will be observed by your assessor. Follow your
communication plan or agree to a time and date.
When meeting with your team, be:
i. professional
ii. accommodating and conscious of varying skill levels, interests,
backgrounds
iii. submit documentation as per specifications below.

Specifications
You must:
● meet with Operations General Manager to discuss project scope and portfolio of
planning documents
● participate in project meeting/s with project team

● submit:

○ project initiation and scope documents, including: a project brief; a project

scope; a stakeholder analysis; a communication plan; roles and
responsibilities; project snapshot
○ a project plan (version 1 and version 2)
○ a risk management plan (risk register and risk assessment for each of four
risks) (version 1 and version 2)
○ a budget (version 1 and version 2).

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Assessment Task 1 BSBPMG522 Undertake project work

Your assessor will be looking for:

● communication and negotiation skills to work with team members and other
stakeholders to maintain project schedules
● literacy skills to read, write and review a range of documentation

● planning and organising skills to develop project plans

● numeracy skills to analyse data and to compare timelines and implementation

costs against budgets
● culturally appropriate communication skills to relate to people from diverse
backgrounds and people with diverse abilities
● knowledge of relevant legislation from all levels of government that may affect
aspects of business operations, such as:
○ anti-discrimination legislation
○ ethical principles
○ codes of practice
○ privacy laws
○ environmental issues
○ WHS
● knowledge of organisational structure and chains of authority and communication
within the organisation
● knowledge of how the project relates to the organisation’s overall mission, goals,
objectives and operations.

Adjustment for distance-based learners

● No variation of the task is required.

● A follow-up interview may be required (at the discretion of the assessor).

● Documentation can be submitted electronically or posted in the mail

● Meetings may be conducted and observed live or via an appropriate

teleconferencing tool.

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Assessment Task 1 BSBPMG522 Undertake project work

Appendix – Scenario

Max Lionel Realty

Max Lionel Realty (MLR), in order to build customer goodwill and satisfy its legal and
ethical obligations, has decided to implement a program to:
● inform agents of legal and ethical obligations (particularly with respect to WHS and
anti-discrimination legislation) and any standards or codes of conduct followed by
the organisation
● promote high standards in professional conduct (see Real Estate Institute of
Victoria (REIV) Code of Conduct and relevant legislation)
● inform clients, tenants and potential tenants of MLR’s commitments

● achieve employee and client buy-in for initiative.

You are an external consultant (from Ace Consultants) contracted to project manage
activities to achieve the objectives above.
Quality standards for deliverables:
● clearly communicate legal obligations and REIV obligations

● contain as content or support company strategic directions

● no grammar or spelling errors

● professional but friendly language

● fair and flexible delivery for intended audience

● meet audience requirements and sensitive to information needs, cultural diversity.

Previous needs analysis for the project has uncovered characteristics and requirements
of Residential and Commercial Agents and Clients:

Agents Clients Tenants

● under stress; time poor ● cynical: e.g. ‘why do I ● sometimes feel

● highly trained and have to pay attention to discriminated against
competent in selling MLR’s internal on basis of:
and managing real business? I just want ○ lifestyle
estate them to manage my
○ family status
property.’
● unaware of legal, ○ cultural
ethical requirement. ● time poor
background
just want to please ● not sure of MLR
○ income, etc.
clients obligations and
● even if aware, have no commitment to best-of-
idea how to apply to breed client service and
daily client practice ethical practice, REIV
code of conduct

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Assessment Task 1 BSBPMG522 Undertake project work

Agents Clients Tenants

● unclear on overall ● feel it’s the agent’s ● residential agents have

strategic aims of MLR obligation to fill been rude or insensitive
● culturally diverse. rental/lease properties on occasion: e.g. ‘you
according to client wouldn’t treat your rich
wishes: e.g. ‘I choose clients or investment
who lives in/leases my partners this way’
property’ ● do not feel they are
● culturally diverse. adequately consulted
● residential/commercial
agents/clients have let
themselves in without
consultation
● inspections are
sometimes
unannounced.

Project conditions are as follows:

● Six to eight team members (two to four candidates plus four virtual team members)
who must be utilised and budgeted for. Operations General Manager (the assessor)
will determine composition of project team.
● The structure of the work should include roles for project sponsor, technical
experts, quality assurance of deliverables, project manager (yourself initially and,
after provisional approval, as negotiated with your team), and roles and
responsibilities for each team member to achieve the deliverables according to
standards, etc.
● All reasonable resources (e.g. access to a room, computers, software and
templates) will be provided. Paper and telecommunications costs, for example, to
be covered by candidates. All resources must be costed and included in your
budget.
● Budget: $15,000.

● Your Operations General Manager (the assessor) will suggest project deliverables,
for example, presentations, information sessions, posters, promotional materials,
etc. You may determine your own specific deliverables so long as they are agreed to
with stakeholders, meet project objectives, and adhere to budgetary constraints.
● Project timeframe to be determined by Operations General Manager (the assessor
as project sponsor).
● Project should include design, development, implementation and evaluation stages
(with periodic quality review).
● Project status reports are due at 25%, 50% and 75% of allotted timeframe.

● Project must be coordinated with other organisational projects, operations, etc.

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