Overall Assessment Result
Unit of Competency:	BSBPMG521 Manage project integration
Course Code and Title:	BSB51415 Diploma of Project Management
Student Full Name:
Student ID Number:		Class Days, Shifts:
Assessment Due Date:	29/11/2020	Assessor Full Name:

Task 1:	□ Satisfactory	□ Not Satisfactory, needs more evidence to be satisfactory
Task 2:	□ Satisfactory	□ Not Satisfactory, needs more evidence to be satisfactory
Task 3:	□ Satisfactory	□ Not Satisfactory, needs more evidence to be satisfactory
Assessment Outcome:	□ Competent	□ Not Yet Competent
Date:		Assessor’s Signature:

Feedback to the student: Re-submission (details of further evidence required):
Following section is for re-submission only:
Assessment Final Outcome after resubmission (if required):	□ Competent	□ Not Yet Competent
Assessor’s Signature:		Date:
The learner signature: Confirms that I have submitted all my own work and agree with the assessment decision and feedback.
Learner Signature:		Date:

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ASSESSMENT COVER SHEET

Please ensure this form is fully completed (including signature) prior to submitting.

Student ID Number		Class Days, Shifts:
Student Name		Due Date
Course code & Title	BSB51415 Diploma of Project Management
Unit of competency	BSBPMG521 Manage project integration
Assessment Task & Number
Submit format	 Hand in to Trainer  Hand in to office  Online
Assessment Delivery method:	 Classroom  Small Group  One-on-one
Assessment Method:	 Simulated Business (Bounce fitness)  Learner’s Organisation- Pre-assessment meeting conducted

Plagiarism

Plagiarism is the act of representing as one’s own original work the creative works of another, without appropriate acknowledgement of the author or source.

Collusion

Collusion is the presentation by a student of an assignment as his or her own work, which is in fact the result in whole or in part of unauthorised collaboration with another person or persons. Collusion involves the cooperation of two or more students in plagiarism or other forms of academic misconduct and as such both parties are subject to disciplinary action.

Plagiarism and collusion constitute cheating. Students who engages in plagiarism and collusion will receive a FAIL or Not Yet Competent (NYC) outcome.

Student Declaration & acknowledgement

When you submit your assessment here you are declaring that:

This assessment task is my own work based on my personal study/research and not the work of another student and/or source and comply with all relevant copyright.
I have acknowledged all materials and sources used to prepare this assessment task
I have not plagiarised or copied any part of this assessment task from the work of any other student or source either.
This assessment task has not previously been submitted
I am aware of the requirements set out in the unit outline and explained by the trainer
I have kept a copy of this assessment task for my own records in the event I have to reproduce my work.
I understand that if there is any doubt of the authenticity of any piece of my assessment I can be orally examined, and the signatory of evidence records may be contacted.
If I am caught in plagiarism or collusion, I will accept South Sydney college (SSC) action as specified above.

Students Signature __________________________________ Date _________________

Assessment Results Tracking for Assessors and Administration – Refer to the marking guide for assessor’s comments

 Submission
Submitted date: Result:  Satisfactory  NS*

 Re-submission
Submitted date: Result:  Satisfactory  NS*

Please indicate a reason for Not Yet Satisfactory (NS): (Please select)

 NS – after academic penalty  NS – after resubmission  NS – not submitted

Trainer & Assessor’s Signature: __________________________________ Date _________________

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Student Assessment

BSB51415 Diploma of Project Management

Manage project integration
BSBPMG521

These assessment materials have been customised for South Sydney College (SSC). The materials are under continuous review. The recording of changes is in version control. The product has been developed from source material copyright to the Commonwealth of Australia under creative commons license conditions. The product has been customised under the license conditions from materials © RTO Works. No responsibility is accepted by the writers and the owner for actions or outcomes resulting from information contained in this publication.

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Assessment Information

The assessment tasks for BSBPMG521 Manage project integration are included in this Student Assessment Tasks booklet and outlined in the assessment plan below.

To be assessed as competent for this unit, the student must complete all of the assessment tasks satisfactorily.

Assessment Plan

Assessment Task	Overview
1. Written questions	You must correctly answer all questions.
2. Project establishment	You must participate in a meeting and develop a project scope based on the meeting and scenario information, as well as develop a project management plan.
3. Project execution, control and finalisation	You must manage the project for the development of the website, including developing a brief for the project for stakeholders and preparing a project status report. Students must then finalise and review the project.

Assessment Preparation

Please read through this assessment thoroughly before beginning any tasks. Ask your assessor for clarification if you have any questions at all.

When you have read and understood this unit’s assessment tasks, print out the Student Assessment Agreement. Fill it out, sign it, and hand it to your assessor, who will countersign it and then keep it on file.

Keep a copy of all of your work, as the work submitted to your assessor will not be returned to you.

Assessment appeals

If you do not agree with an assessment decision, you can make an assessment appeal as per your RTO’s assessment appeals process.

Students have the right to appeal the outcome of assessment decisions if they feel they have been dealt with unfairly or have other appropriate grounds for an appeal.

Naming electronic documents

Students are directed to name documents logically.

Each should include:

Course identification code
Assessment Task number
Document title (if appropriate)
Student name
Date it was created

For example, BSBPMG521 AT3 Project Evaluation Report Joan Smith 20/04/17

Additional Resources

The following resources will be given to you before you begin each Assessment Task.

Assessment Task 2

Project Management Policy and Procedures
Project Charter Template
Project Management Plan Template

Assessment Task 3

Code of Conduct
Website Design Brief Template
Project Progress Report Project Team Member
Project Progress Report Website Developer
Project Evaluation Report Template
Project Register and Log Template
Project Status Report Assessor
Project Status Report Template
Final Project Status Report
Final Project Finances Report

Assessment Instructions

Each assessment task in this booklet consists of the following:

Assessment Task Cover Sheet

This must be filled out, signed and submitted together with your assessment responses.

If you are submitting hardcopy, the Cover Sheet should be the first page of each task’s submission.

If you are submitting electronically, print out the cover sheet, fill it out and sign it, then scan this and submit the file.

The Assessment Task Cover Sheet will be returned to you with the outcome of the assessment, which will be satisfactory (S) or unsatisfactory (U). If your work has been assessed as being not satisfactory, your assessor will include written feedback in the Assessment Task Cover Sheet giving reasons why. Your assessor will also discuss this verbally with you and provide advice on re-assessment opportunities as per

your RTO’s re-assessment policy.

Depending on the task, this may include

resubmitting incorrect answers to questions (such as short answer questions 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 your 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.

Assessment Task Information

This gives you:

a summary of the assessment task
information on the resources to be used
submission requirements
re-submission opportunities if required

Assessment Task Instructions

These give questions to answer or tasks which are to be completed.

Your answers need to be typed up using software as indicated in the Assessment Task Instructions.

Copy and paste each task’s instructions into a new document and use this as the basis for your assessment task submission. Include this document’s header and footer.

If you are submitting electronically, give the document a file name that includes the unit identification number, the task number, your name and the date.

Checklist

This will be used by your assessor to mark your assessment. Read through this as part of your preparation before beginning the assessment task. It will give you a good idea of what your assessor will be looking for when marking your responses.

Student Assessment Agreement

Make sure you read through the assessments in this booklet before you fill out and sign the agreement below.

If there is anything that you are unsure of, consult your assessor prior to signing this agreement.

Have you read the assessment requirements for this unit?  Yes  No

Do you understand the requirements of the assessments for this unit?  Yes  No

Do you agree to the way in which you are being assessed?  Yes  No

Do you have any specific needs that should be considered?  Yes  No

If so, explain these in the space below.

Do you understand your rights to re-assessment?  Yes  No

Do you understand your right to appeal the decisions made in an assessment?  Yes  No

Student name
Student number
Student signature
Date
Assessor name
Assessor signature
Date

Assessment Task 1 Cover Sheet

Student Declaration

To be filled out and submitted with assessment responses

 I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded with any other student(s).

 I understand that if I If I am found to have plagiarised, cheated or colluded, action will be taken against me according to the process explained to me.

 I have correctly referenced all resources and reference texts throughout these assessment tasks.

Student name
Student ID number
Student signature
Date

Assessor declaration

 I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.

Assessor name
Assessor signature
Date
Assessment outcome	S	NS	DNS	Resubmission Y N

Feedback

Student result response

 My performance in this assessment task has been discussed and explained to me.

 I would like to appeal this assessment decision.

Student signature
Date

A copy of this page must be supplied to the office and kept in the student’s file with the evidence.

Assessment Task 1: Written Questions

Task summary

This is an open book test.
Students need to answer all of the written questions correctly.
Answers must be word processed and sent to your assessor as an email attachment.
Students must answer all questions within 1 hour.

Required

Access to textbooks/other learning materials
Computer and Microsoft Office
Access to the internet

Timing

The assessor will advise you of the due date of this submission.

Submit

Answers to all questions

Assessment criteria

All questions must be answered correctly in order for a student to be assessed as having completed the task satisfactorily.

Re-submission opportunities

Students will be provided feedback on their performance by their Assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.

If any parts of the task are not satisfactorily completed your assessor will explain why and provide you written feedback along with guidance on what you must undertake to demonstrate satisfactory performance. Re-assessment attempt(s) will be arranged at a later time and date.

Students have the right to appeal the outcome of assessment decisions if they feel they have been dealt with unfairly or have other appropriate grounds for an appeal.

Students are encouraged to consult with their assessor prior to attempting this task if they do not understand any part of this task or if they have any learning issues or needs that may hinder them when attempting any part of the assessment.

Written answer question guidance

The following written questions use a range of “instructional words” such as “identify” or “explain”, which tell you how you should answer the question. Use the definitions below to assist you to provide the type of response expected.

Note that the following guidance is the minimum level of response required.

Analyse – when a question asks you to analyse something, you should do so in in detail, and identify important points and key features. Generally, you are expected to write a response one or two paragraphs long.

Compare – when a question asks you to compare something, you will need to show how two or more things are similar, ensuring that you also indicate the relevance of the consequences. Generally, you are expected to write a response one or two paragraphs long.

Contrast – when a question asks you to contrast something, you will need to show how two or more things are different, ensuring you indicate the relevance or the consequences. Generally, you are expected to write a response one or two paragraphs long.

Discuss – when a question asks you to discuss something, you are required to point out important issues or features and express some form of critical judgement. Generally, you are expected to write a response one or two paragraphs long.

Describe – when a question asks you to describe something, you should state the most noticeable qualities or features. Generally, you are expected to write a response two or three sentences long.

Evaluate – when a question asks you to evaluate something, you should do so putting forward arguments for and against something. Generally, you are expected to write a response one or two paragraphs long.

Examine – when a question asks you to examine something, this is similar to “analyse”, where you should provide a detailed response with key points and features and provide critical analysis. Generally, you are expected to write a response one or two paragraphs long.

Explain – when a question asks you to explain something, you should make clear how or why something happened or the way it is. Generally, you are expected to write a response two or three sentences long.

Identify – when a question asks you to identify something, this means that you are asked to briefly describe the required information. Generally, you are expected to write a response two or three sentences long.

List – when a question asks you to list something, this means that you are asked to briefly state information in a list format.

Outline – when a question asks you to outline something, this means giving only the main points, Generally, you are expected to write a response a few sentences long.

Summarise – when a question asks you to summarise something, this means (like “outline”) only giving the main points. Generally, you are expected to write a response a few sentences long.

Assessment Task 1 Instructions

Provide answers to all of the questions below:

Explain project governance.

Summarise two project governance models and explain one advantage and disadvantage of each.

Describe the purpose of a Work breakdown structure and the key steps involved in creating a Work breakdown structure.

Describe the concept of decomposition in project management and its role in breaking project objectives into achievable project deliverables.

Explain the role of the project management life cycle in project management and describe each key phase.

Assume that you have been appointed as Project Manager of a firm of lawyers based in Sydney who wishes to establish an additional office in Melbourne. A timeline of 3 months is given plus maximum budget of $20,000 rent per month for the new office.

Explain each part of the project life cycle relevant to this project and provide an outline of an appropriate project governance structure.

Identify and describe two organisational documents that can be used to record strategies and goals for project integration.

Describe how a project scope management plan assists with recording strategies and goals for project integration processes.

Assessment Task 1 Checklist

Student’s name:
Did the student provide a sufficient and clear answer that addresses the suggested answer for the following?	Satisfactory performance	Comments
Yes	No
Question 1
Question 2
Question 3
Question 4
Question 5
Question 6
Question 7
Question 8
Task Outcome:	Satisfactory 	Not Satisfactory 
Assessor signature
Assessor name
Date

Assessment Task 2 Cover Sheet

Student Declaration

To be filled out and submitted with assessment responses

 I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded with any other student(s).

 I understand that if I If I am found to have plagiarised, cheated or colluded, action will be taken against me according to the process explained to me.

 I have correctly referenced all resources and reference texts throughout these assessment tasks.

Student name
Student ID number
Student signature
Date

Assessor declaration

 I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.

Assessor name
Assessor signature
Date
Assessment outcome	S	NS	DNS	Resubmission Y N

Feedback

Student result response

 My performance in this assessment task has been discussed and explained to me.

 I would like to appeal this assessment decision.

Student signature
Date

A copy of this page must be supplied to the office and kept in the student’s file with the evidence.

Assessment Task 2: Project establishment

Task summary

In the role of Marketing Coordinator of a fictitious company and appointed as Project Manager for a marketing communications project, you are required to establish the project and then plan and design the project.

This assessment is to be completed in the simulated work environment in the RTO.

Required

Computer and Microsoft Office
Access to the Internet for research
Project Management Policy and Procedures
Project Charter Template
Project Management Plan Template
Space for a meeting
Roleplay participants

Timing

The assessor will advise you of the due date of this submission.

Submit

Email with Draft Project Charter attached
Email with Updated Project Charter attached
Email with Work Breakdown Structure and Draft Project Management Plan attached
Two Emails with Updated Project Management Plan attached

Assessment criteria

For students’ performance to be deemed satisfactory in this assessment task, they must satisfactorily address all of the assessment criteria. If part of this task is not satisfactorily completed, they will be asked to complete further assessment to demonstrate competence.

Re-submission opportunities

Students will be provided feedback on their performance by their Assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.

Students have the right to appeal the outcome of assessment decisions if they feel they have been dealt with unfairly or have other appropriate grounds for an appeal.

Assessment Task 2 Instructions

Carefully read the following:

Native Bush Spices Australia is based in Coffs Harbour, NSW.

The business was established in 2010 to cater for a demand for Australian native food products. The company has organic certification.

The company manufactures and retails a range of organic, Australian native foods including:

Native herbs and spices
Native herbal teas
Native fruit jams and conserves.

The company’s mission statement is to make Native Bush Spices a preferred shopping destination by delivering high quality, organic, earth friendly foods to all customers and its vision statement is to inspire the way the world eats.

The company’s overall business objectives as stated in the recent Strategic Plan that has been developed is to increase sales by 10% each year for the upcoming three years and to create brand awareness, develop a broader product range, as well as expand into overseas markets, which are most likely to be Hong Kong, Japan and Singapore due to an identified demand for Australian organic native foods in these countries. The organisation’s marketing strategy as identified in the Strategic Plan focuses on using a range of marketing communications, with the key focus on the web site as a marketing tool.

Currently the business is selling its products through a number of small supermarkets and health stores throughout Australia. The company also has a basic website that includes four pages: home, about us, products and contact details. Most sales occur through existing customers, referrals and passing traffic.

The aim is for the new website to be modern and responsive to reflect the company’s objectives. The aim is that the web site is developed and live within 2 months of project commencement with a budget of $15,000, As the web site development is considered to be complex, it is proposed that an outside contractor be used.

The company’s target customers are those that enjoy gourmet foods.

The age range of Australian consumers buying products is generally between 35 and 65.

Most consumers are health conscious, care about protecting the environment and have an average annual income of $80,000.

The company currently employs the following staff in its head office: CEO, Operations Manager, Marketing Coordinator, Customer Service Officer and two administration staff.

Ten staff are employed in the factory making and distributing the products.

The company also has a Board, which comprises of two Directors and the CEO.

As the Marketing Coordinator, you have been asked by the Operations Manager to coordinate a project to improve marketing communications in a bid to increase the company’s sales and profile. As indicated, the cornerstone of the marketing communication project is the development of a web site.

The company has established procedures for project management as documented in the project management policy and procedure. You have been allocated the Customer Service Officer as a project team member.

Complete the following activities:

Establish project

The first part of this assessment task requires you to review the case study information provided to you above, as well as the organisation’s Project Management Policy and Procedures.

You will need to populate the project charter document according to the case study information and project management policy and procedure and then meet with the CEO to negotiate and discuss the project charter prior to approval and commencement of the project.

Developing the Project Charter requires you to consider the features of a modern, responsive web site and provide a clear rationale for these features, including benefits. You will need to negotiate these at the meeting with the CEO.

Use the Project Charter Template to guide your work.

Save this document as Draft Project Charter.

Send an email to the CEO (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should introduce and summarise the contents of the attachment.

Attach your Draft Project Charter to the email.

Participate in a meeting with the CEO.

The next part of the assessment requires you to participate in a meeting with the CEO (your assessor) to discuss and negotiate the project charter.

Explain all of the information in the Project Charter, providing a clear rationale for each aspect of the Charter so as to gain support for the proposed project scope.

During the meeting your assessor in the role of the CEO will propose a different viewpoint to that outlined in your Project Charter and you will be required to demonstrate your negotiation skills so as to achieve a win-win outcome.

During the meeting, you will need to demonstrate effective communication skills including:

Speaking clearly and concisely
Using non-verbal communication to assist with understanding
Asking questions to identify required information
Responding to questions as required

Update your Project Charter

Following the meeting revise your Project Charter to reflect the meeting outcomes.

Save this document as Updated Project Charter.

Send an email to the CEO (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should introduce and summarise the contents of the attachment.

Attach your Updated Project Charter to the email.

Write a Work Breakdown Structure (WBS)

Develop a WBS that includes that will enable effective planning and control of the project.

The WBS may be in the form of a diagram or a list of activities, but it must contain sufficient detail to enable a Project Schedule to be developed from it.

Develop a draft Project Management Plan (PMP).

Using your Project Charter and research, develop a draft Project Management Plan using the Project Management Plan (PMP)) Template provided.

Your PMP must include, as a minimum, the following:

Project scope
Milestones and mechanisms to measure, record and report progress of activities
Roles and responsibilities
Project stakeholders
Project communication
Cost management
Risk management
Issue management
Management plan approval process.

It should also include an analysis of each of the project management functions (cost, time quality, human resources, communication and information and risk) to identify the links between each function, as well as the constraints associated with each function.

Use the Project Management Plan Template to guide your work.

Your draft project management plan should be between 2 and 3 pages.

Name this document Draft Project Management Plan.

Print out a copy of this document to take to the project team meeting with you.

Send an email to the CEO (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should introduce and summarise the contents of the attachments, and ask for the place, date and time of your meeting with the project team.

Attach your Work Breakdown Structure and Draft Project Management Plan to the email.

Meet with the project team

The next part of the assessment requires you to participate in a meeting with the project team to discuss and negotiate the Project Management Plan.

Begin by explaining all of the information in your Project Management Plan, providing a clear rationale for each aspect of the Plan so as to gain support for the Plan.

During the meeting a member of your team will seek to make changes to the Project Management Plan, which you may not agree with. You will therefore be required to demonstrate your negotiation skills so as to achieve an agreeable outcome to all.

During the meeting, you will need to demonstrate effective communication skills including:

Asking questions to identify required information
Using non-verbal communication to assist with understanding
Responding to questions as required
Using active listening techniques to confirm information

Take notes at the meeting, as you will be required to adjust your documents to include the input from team members.

Update your project management plan

Following the meeting, incorporate the feedback you received during the meeting into your plan.

Save this document as Updated Project Management Plan.

Send an email to the CEO (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should introduce and summarise the contents of the attachment and ask for their approval.

Attach your Updated Project Management Plan to the email

Send an email to the Project Team (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should introduce and summarise the contents of the attachment.

The email text should state that the PMP has been confirmed by the CEO and ensure that the team is clear about overall project requirements and the project roles and responsibilities.

Attach your Final Project Management Plan to the email.

Assessment Task 2 Checklist

Student’s name:
Did the student:	Completed successfully	Comments
Yes	No
Identify and clarify project initiation documentation by reviewing the case study information, project management policy and procedure and project charter and developing a draft Project Charter?
Negotiate project objectives, outcomes and benefits and an outline of the project governance structure through: Use of clear, reasoned arguments Use of active listening skills Proposing win-win outcomes
Prepare and submit a final Project Charter for approval using the Project Charter template and that includes: relationship between the project and broader organisational strategies and goals project objectives, outcomes and benefits an outline of the project governance structure with relevant authorities and stakeholders
Develop a Work breakdown structure that disaggregates project objectives into achievable project deliverables
Develop a project management plan that: Includes details pertaining to all key project management functions including scope, cost, time, quality, risk, human resources and information and communication. Outline key project stages and activities to meet objectives Includes mechanisms to monitor and control planned activity
Negotiate approval of project management plan through: Use of clear, reasoned arguments Use of active listening skills Proposing win-win outcomes

At the meeting, demonstrate effective communication skills including: Speaking clearly and concisely Using non-verbal communication to assist with understanding Asking questions to identify required information Responding to questions as required Using active listening techniques to confirm understanding?
Submit final project management plan that incorporates stakeholder feedback control planned activity?
Task Outcome:	Satisfactory 	Not Satisfactory 
Assessor signature
Assessor name
Date

Assessment Task 3 Cover Sheet

Student Declaration

To be filled out and submitted with assessment responses

 I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded with any other student(s).

 I understand that if I If I am found to have plagiarised, cheated or colluded, action will be taken against me according to the process explained to me.

 I have correctly referenced all resources and reference texts throughout these assessment tasks.

Student name
Student ID number
Student signature
Date

Assessor declaration

 I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.

Assessor name
Assessor signature
Date
Assessment outcome	S	NS	DNS	Resubmission Y N

Feedback

Student result response

 My performance in this assessment task has been discussed and explained to me.

 I would like to appeal this assessment decision.

Student signature
Date

A copy of this page must be supplied to the office and kept in the student’s file with the evidence.

Assessment Task 3: Project execution, control and finalisation

Task summary

For this assessment task, you are required to conduct and monitor the project for the development of the website, including developing a brief for the project to provide to website developers and preparing a project status report.

This task will be completed in the simulated work environment in the RTO.

Required

Computer and Microsoft Office
Access to the internet for research
Code of Conduct
Website Design Brief Template
Project Progress Report Project Team Member
Project Progress Report Website Developer
Project Evaluation Report Template
Project Register and Log Template
Project Status Report Template
Final Project Status Report
Final Project Finances Report

Timing

The assessor will advise you of the due date of this submission.

Submit

Email with Website Design Brief attached
Email giving response to potential conflict.
Email with Project Status Report attached
Email with Project Register and Log and Final Project Management Plan attached
Email with Project Evaluation Report attached

Assessment criteria

Re-submission opportunities

Students will be provided feedback on their performance by their Assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.

Students have the right to appeal the outcome of assessment decisions if they feel they have been dealt with unfairly or have other appropriate grounds for an appeal.

Assessment Task 3 Instructions

Complete the following activities:

Develop a website design brief

You are required to commence the project according to the agreed work breakdown structure by developing a brief for prospective website designers.

This will enable quotes to be obtained from at least three web site designers.

Use the case study information from Assessment Task 2 and your Project Charter to develop the website design brief.

Your web site design brief must show a clear alignment to organisational objectives.

Use the Website Design Brief Template to guide your work.

Send an email to the Project Team Member (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should introduce and summarise the contents of the attachment and ask them to send it out to the three selected web site designers for a quote.

Attach your Website Design Brief to the email.

A short time later you receive the following email from the Project team member.

Dear Project Manager

I have received the three quotes from the website designers.

I just wanted to let you know that one of them is a friend of mine and although his quote is more expensive than all of the other quotes, I highly recommend him as he has done a lot of really great looking web sites. I therefore recommend that we just go ahead and accept his quote.

Kind Regards

Project Team Member

Resolve project conflicts

Review the Native Bush Spices Code of Conduct and consider how you would address this in accordance with the Code of Conduct.

Send an email to the Project Team Member (your assessor) giving them your response.

Ensure that your email is written in a positive manner so as to resolve any potential further conflicts.

Develop a project status report

It is four weeks into the project for the development of the web site.

You have received progress reports from the website developers and the project team member.

Review the Project Progress Report Project Team Member and the Project Progress Report Website Developer.

Analyse the information provided and prepare a project status report.

As one of the project status reports shows the need for change, your report should include an analysis of the impact of the change on the project and a request for approval for change as required.

Use the Project Status Report Template to guide your work.

Send an email to the CEO (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should introduce and summarise the contents of the attachment and seek their feedback and approval to move forward with the project.

Attach your Project Status Report to the email.

Complete the Project Register and Log.

As set out in the Project Management Policy and Procedures, you should complete the Project Register and Log with details from the Project Status reports.

Use the Project Register and Log Template to guide your work.

Revise the Project Management Plan.

Update your project management plan from Assessment Task 2 to include the information from this Assessment Task.

Name this document Final Project Management Plan

Send an email to the CEO (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should introduce and summarise the contents of the attachments.

Attach your Project Register and Log and Final Project Management Plan to the email.

Manage project finalisation.

Review the Project Management Policy and Procedures to identify project finalisation activities that need to occur.

Review the Final Project Status Report and Final Project Finances Report to assist you with your project evaluation.

Use Project Evaluation Report Template to guide your work.

Send an email to the CEO (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should provide a summary of the project and outcomes and outline the project finalisation activities that you have conducted.

Attach your project evaluation report to the email.

Assessment Task 3 Checklist

Student’s name:
Did the student:	Completed successfully	Comments
Yes	No
Manage the project to ensure work is conducted effectively throughout the project
Ensure the alignment of project objectives to organisational objectives?
Resolve conflict with team member through advising them of the of the organisation’s code of conduct requirements?
Update the project management plan to reflect the changes to project deliverables and plans at required intervals?
Analyse and submit status reports on the project’s progress and issues?
Analyse and submit impact analysis of change requests for approval, where required?
Maintain relevant project logs and registers accurately and regularly to assist with project audit?
Ensure associated plans are updated to reflect project progress against baselines and approved changes?
Identify and allocate project finalisation activities?
Ensure project products and associated documentation are prepared for handover to client in a timely manner?
Finalise financial, legal and contractual obligations?
Task Outcome:	Satisfactory 	Not Satisfactory 
Assessor signature
Assessor name
Date

Native Bush Spice Australia

Project management policy and procedures

1. Purpose

Native Bush Spice Australia adopts a standard approach to project management to ensure the consistent use of project management procedures and templates.

This policy and procedure is designed to specify the requirements for managing projects to ensure that project scope is articulated, stakeholders are involved, risks are managed, and project benefits are maximized.

This policy and procedure applies to all projects.

2. Types of project

Generally, there are three types of project: small project, medium project and large project.

A small project is defined as a project that has a budget of less than $5,000 and expected duration of less than 4 weeks.

A medium project is defined as a project that has a budget of between $5,000 – $20,000 and expected duration of between 1 – 3 months.

A large project is defined as a project that has a budget of between $20,001 – $50,000 and expected duration of between 6 – 12 months.

In each of the above cases the following staff are to be involved.

Small Project:

Project Manager
Project team member (at least 1 selected from suitable staff)

Medium Project:

Project Manager
Project team member (at least 1 selected from suitable staff)
CEO or Operations Manager (as approver of all decisions)

Large Project:

Project Manager
Project team member (at least 2 selected from suitable staff)
Project Steering Group (Board)

Project staff will vary depending on the type of project.

3. Project Phases

All projects should progress through the following project phases.

Stage one

Stage one of the project management process is triggered when the organisation identifies the need to solve a problem, improve a process or implement a new service. It defines what the project will attempt to achieve based on appropriate business justification.

Key tasks involved in this phase will be the preparation of project initiation documentation being the project charter and that includes:

Overall outline of project
Relationship between project and organisational strategies/goals
Proposed project objectives, outcomes and benefits
Proposed project governance
Proposed size of the project including budget and staffing.

The project charter is to be developed using the Native Bush Spices Australia project charter template.

It must then be negotiated and approved through the relevant project governance structure.

Stage two

The purpose of this phase is to determine how the project will be executed. This means developing a project management plan based on the project charter. The Australian Native Bush Spice project management plan template should be used. Essentially the preparation of a detailed model of the work required to achieve the project objectives is required and confirmation of the budget and project arrangements suggested in the project charter. Risks are also defined and documented in a risk management plan A detailed schedule is also prepared.

Stage three

The purpose of this phase is to implement the project. Regular reports of the progress of the project should be provided to relevant staff, as well as regular meetings as outlined in the project management plan.

Stage four

This is the final phase of the project and is the formal closure of the delivery component of the project. It has two main outcomes:

The handover of project outputs to the operational areas responsible for ongoing support and maintenance (if applicable to the project); and
The evaluation of the success of the project

The evaluation of the success of the project is important part of the project. The actual project outcomes and cost must be compared with the planned outcomes and determine whether what was achieved by the project was worth the amount invested.

Project recommendations to be included in project evaluation report should include a recommendation to close project.

All project issues arising must be documented in the project issues register.

4. Project Communication

It is expected that the project team meet at least weekly depending on the size of the project. Some brief email summarising outcomes of the meeting must be sent to senior management.

Weekly reports must also be sent to senior management regarding project progress.

5. Project record keeping

A project folder is to be established for each project. The overall folder should be the name of the project e.g. Human Resources Information System Project and sub-folders should be created including folders for the business case, project management plan, project reports, minutes and any other relevant folders e.g. briefs to contractors. All documents should include the version number, date and title of document.

This document is Project Charter Template.

It is part of the supporting assessment resources for Assessment Task 2 of BSBPMG521.

Native Bush Spices Australia

Project Charter

Background
Explain why the project is being undertaken and describe the opportunity or problem that the project is to address. Include an explanation of the relationship between the project and broader organisational strategies and goals.

Project objectives

Document specific and measurable objectives for the project.

Project Scope

What will be the end result of the project i.e. the outcome/s. Include a brief description of workplace impacts.

Clearly outline the benefits of the modern, responsive website you are proposing based on your research.

Key Stakeholders

Describe the proposed project governance structure according to the project management policy and procedures.

Project Budget

Describe the main project expenses.

Project Timelines
Outline project timelines.

Constraints

Describe key project constraints

Assumptions

Describe key project assumptions

Dependencies

Describe any project dependencies.

Preliminary risk assessment

Identify any foreseen risks with the project.

This document is Project Management Plan Template.

It is part of the supporting assessment resources for Assessment Task 2 of BSBPMG521.

Native Bush Spices Australia

Project Management Plan

Title

Include project title.

Background/Context:

Provide a brief explanation of the background and/or context of the project.

Objective:

What is the aim of this project?

Target Outcomes:

Benefit that the project intends to achieve.

How the success of the project will be measured:

Describe the measure(s) that will used to indicate that the project has been successfully completed.

Project Activities & Milestones:

List the major activities, scheduled start, scheduled finish and who has been assigned accountability. Milestones are indicated by a blank scheduled start date. The activities appearing in the predecessor column must be completed before the activity described can begin.

Project area	Actions	Responsibility	Scheduled start	Scheduled finish

Project Budget:

Include approved project budget as per business case:

Cost area	Details	Estimated cost




	Total

Project Communications

List the project communications activities, including meetings and project status reports.

Communication type	Description	Who	Scheduled start	Scheduled finish

Risk management strategy

List the major risks identified from the business case, as well as consequences of the risk occurring. Use the risk assessment legend to establish severity and likelihood. Document risk treatment/control measures.

Risk	Likelihood	Severity	Treatment/control methods

This document is Project Progress Report Project Team Member.

It is part of the supporting assessment resources for Assessment Task 3 of BSBPMG521.

Native Bush Spice Australia

Website Development Project

Project Status Report

The following is a project status report as per the agreed communication processes.

Meetings

The project schedule was agreed by the project team at the outset.

The project commenced with a meeting with web site developer to discuss the brief for the web site. A further meeting was held to confirm the brief. However, no further meetings with the developer have occurred as per the schedule.

Project progress

The web site developer has done a first mock up of the site. However, they have been unable to get formal feedback in order to move on. I note that we recently spoke and you advised that due to other work that you had been unable to provide feedback.

As per my agreed tasks, I note that there is a budget overrun.

Recommended actions

Provide feedback asap in order that the web site project does not fall too far behind the schedule.

Recommend we discuss forgoing training costs for web site so as to stay within budget.

Recommend that either I take on more tasks or you are able to delegate some of your duties to other colleagues so we can get the web site project completed.

Project Team Member – Customer Service Officer

This document is Project Progress Report Website Developer

It is part of the supporting assessment resources for Assessment Task 3 of BSBPMG521.

By Email

Dear Project Manager

The website is progressing well.

We have created the following pages:

Home, Products, About Us, News and Events, Blog and Contact Us.

The shopping cart has also been created.

Thank you for providing the written content and the logos.

We have taken into consideration web accessibility standards in creating the web site by including images and plain English language.

However, the weekly meetings that were advised following the confirmation of the project meeting have been consistently cancelled by you and we haven’t been able to get any feedback from you on the website as current laid out.

This is causing significant delays to the project, I estimate we are now behind by a couple of weeks. Please get in touch with us as soon as possible with feedback so that we can progress.

Please note that an invoice of $13,700 plus GST has been sent to you. This is the total amount for the project to date minus the $2000 deposit you paid. We indicated an estimate in our original quote and due to the time taken to make the web site accessible at your request, the final amount is at the highest end of the quote we provided i.e. $15,700.

Thanks Website Developer

This document is Project Register and Log Template.

It is part of the supporting assessment resources for Assessment Task 3 of BSBPMG521.

Description of issue	Actions required	When	Who	Completed

This document is Website Design Brief Template.

It is part of the supporting assessment resources for Assessment Task 3 of BSBPMG521

Native Bush Spices Australia

Website Design Brief

Background Information

Include information as follows:

New or replacement site?
If replacement, what is the current domain (URL)
Motivation for change.
What the organisational goals are for the website – what do you want to achieve from the new site? (Goals should be SMART: specific, measurable, achievable, realistic, and have a timeframe)

Target Audience

Who is your target audience?

May be more than one and may be different from your customers
Do you have an ideal customer profile?
What will they come to your website for? (articles/reviews/contact details/pricing?)

Content

What does the organisation do ? short summary, with products/services/history etc.

List the subject areas – from most important to least, focus on topics and clusters (which can then become the site map).
Is there content available to tell the story (photos, videos, text, diagrams, etc.)?

Who is going to write the content, or edit the old content for the new site? Will it be done with Search Engine Optimisation in mind?

Call to Action

What do you want people to do when they get to the site?

Buy from the shop, complete enquiry form, call us, read lots of articles, sign-up to the newsletter, etc.

Social Media and Sharing

Provide advice on social media demographics. See:

http://www.pewinternet.org/2015/08/19/the-demographics-of-social-media-users/

Where do you target audience(s) spend time online?
What avenues do you need for sharing your content (links on the page using Social Sharing to LinkedIn, Google+, Facebook, Twitter, etc)
What Social Media presence do you have (or need) – and how is that going to be presented on the site (Facebook Like box, follow us on twitter, and include the latest from your twitter stream etc).

Functional Requirements

The list above, including content and calls to action, will give you a clear picture of what functions are required in the website, such as:

A blog
E-commerce capabilities
Advertising or sponsors

Design Assets

Logos, colours, style guide, off-line marketing materials

Design Ideas

If a rebuild of the current site; what do you like and dislike about the current site
Up to five websites with design ideas you like (can be from your industry or another)
Competitor’s websites (three to five)

Search Engine Optimisation (SEO)

Do you have a set of priority keywords and phrases?
Will this be addressed in the build, and if so, how ?
Content editing to be done with SEO in mind. In-house or by specialist?

Practical Issues

What’s your budget?
- Is it realistic for the features and functions you want?
- What are the priority issues, and can it be staged if the budget doesn’t cover the wish-list?
Timeline – how long and what’s the deadline?
Who will project manage?

This document is Project Status Report Template.

It is part of the supporting assessment resources for Assessment Task 3 of BSBPMG521.

Native Bush Spices Australia

Project Status Report

Project Name:
Project report:
Date:
Progress reports: project specific
Project information and communication issues
Impact of issues and changes required
Report developer:
Signature:
Date:

This document is Project Evaluation Report Template.

It is part of the supporting assessment resources for Assessment Task 3 of BSBPMG521.

Native Bush Spices Australia

Project Evaluation Report

Performance against Project Objectives

Recommendations and Lessons Learned

This document is Code of Conduct.

It is part of the supporting assessment resources for Assessment Task 3 of BSBPMG521

Native Bush Spices Australia

Staff Code of Conduct

Purpose

This code aims to guide the conduct of staff in the performance of their duties as an employee of Native Bush Spices Australia. It is intended to provide practical assistance for staff faced with ethical challenges.

Overview

All staff of Native Bush Spices Australia are expected to perform the duties associated with their position skilfully, impartially and diligently in order to contribute to the efficient and economic achievement of Native Bush Spices Australia’ strategic goals.

Staff should be guided in their conduct by the principles established by this code. If there is any doubt as to the applicability of the code, or the appropriate course of action to be taken in certain circumstances, the matter should be discussed with a senior member of staff.

Code

Ethical principles

1.1 The fundamental ethical principles on which this code of conduct is based are:

respect for others
integrity
diligence
economy and efficiency.

Respect for others

2.1 All staff are expected to treat others, including other staff and customers, with fairness and respect. This involves:

courtesy and responsiveness in dealing with others
being sensitive to and respecting the rights and dignity of others
making reasonable, fair and consistent decisions
avoiding behaviour which might reasonably be perceived as harassment, victimization or intimidation
avoiding discrimination on grounds such as age, race, sex, pregnancy, sexuality, ethnic background, nationality, disability, political conviction, religious belief, or other grounds covered by relevant legislation
allowing alternative points of view to be expressed and reasonably debated.

Integrity

3.1 All Native Bush Spices Australia staff have an obligation as a citizen and as an employee to observe the laws of the State and the Commonwealth.

3.2 Staff are required to be familiar with, and comply with, all relevant Native Bush Spices Australia policies, procedures and codes of practices of the organisation.

Conflicts of interest

4.1 Staff should be honest in performing their role, and avoid conflicts between their private interests and those of their responsibilities to Native Bush Spices Australia.

4.2 Conflicts of interest may arise when a staff member is in a situation where personal circumstances are affected by the decisions or duties carried out in their role. A conflict may arise when any of the following are involved:

financial interests
personal or sexual relationships
personal beliefs
outside employment
political participation
use of confidential information
use of facilities, equipment and resources
acceptance of gifts or benefits.

4.3 All staff must act responsibly and report any actual or perceived conflicts of interest that arise as part of their role. If there is any question as to whether a conflict exists, staff must discuss the circumstances with management to determine whether a conflict exists. Appropriate strategies will be developed to manage any reported or perceived conflicts of interest.

Diligence

5.1 Staff are expected to carry out their duties in a professional, ethical and diligent manner at all times. This means staff must:

make decisions fairly, impartially and without bias, using the best factual information available
keep records and documentation to support their decisions
always aim to achieve the highest possible standard of performance
continuously develop their knowledge in their professional fields and areas of responsibility. Trainers and assessors must continue developing their vocational competencies to support continuous improvements in the delivery of the services provided by Native Bush Spices Australia
exercise best judgment in the interests of Native Bush Spices Australia
maintain adequate documentation to support decisions made
ensure outside interests do not interfere with their ability to meet the responsibilities of their role
adhere to professional codes of conduct and standards of ethics
act responsibly when becoming aware of any unethical behaviour or wrong doing by any other person. This may involve a report to a senior member of staff or to external authorities.

Economy and efficiency

6.1 Staff should use Native Bush Spices Australia resources, facilities and intellectual property only for legitimate purposes related to their role with Native Bush Spices Australia.

6.2 Staff should avoid waste or minimize it where avoidance is not possible.

6.3 Staff should maintain sufficient security and protection of Native Bush Spices Australia property, facilities, resources and intellectual property.

Breach of the code

7.1 This code of conduct is designed to promote and enhance the ethical practice of staff. If any staff member is found to have breached this Code, Native Bush Spices Australia may decide to take action against them. This may include disciplinary action for misconduct or serious misconduct. Any such action may result in sanctions imposed, including and up to, termination of employment.

Legislation

This code of conduct is informed by the following legislation with which all staff must comply.

Privacy Act 1988
Copyright Act 1968
Freedom of Information Act 1982
Work Health and Safety Act 2011
Disability Discrimination Act – Education Standards 2005

This document is Final Project Finances Report.

It is part of the supporting assessment resources for Assessment Task 3 of BSBPMG521.

Native Bush Spices Australia

Final Project Finances Report

Budgeted expenses	Actual expenses
Web site including shopping cart and plug-ins	$11,000	Web site	$15,700
Website Training	$3,500	Website Training	$0
Hosting (first year)	$500	Hosting (first year)	$500
		Logo	$1,000
TOTAL	$15,000	TOTAL	$17,200

This document is Final Project Status Report

It is part of the supporting assessment resources for Assessment Task 3 of BSBPMG521.

Final Progress Status Report

The following is a final project status report as per the agreed communication processes.

Overall outcome

The web site is now live.

There has been very positive feedback amongst all staff about the look and content of the web site. Feedback also referenced the accessibility and user friendliness of the web site.

The web site designers were very professional and easy to deal with, even when there was some stress with meeting not being held as required.

We have had to postpone training for the moment as there is no budget for this. It is urgent that this is considered to ensure that relevant staff know how to how to make changes to the web site and to blog.

All documentation is available under the folder Project – Website as part of our Intranet.

Scheduling and communication

The project commenced with a meeting with web site developer to discuss the brief for the web site. A further meeting was held to confirm the brief.

Following this no meetings occurred until the web site developer communicated that this was delaying the work. Following this meetings were held to schedule.

All other project communication, including status reports and internal meetings and communication occurred as agreed. This included a change request to vary the budget.

Unexpected outcomes

The new website in the end really needed a new logo – this took an additional two weeks and resulted in an overspend of $1000.

Project budget.

There was a budget overrun as set out in the Project Finances report. This

Project Team Member

This document is Website Design Brief Template.

It is part of the supporting assessment resources for Assessment Task 3 of BSBPMG521

Native Bush Spices Australia

Website Design Brief

Background Information

Include information as follows:

New or replacement site?
If replacement, what is the current domain (URL)
Motivation for change.
What the organisational goals are for the website – what do you want to achieve from the new site? (Goals should be SMART: specific, measurable, achievable, realistic, and have a timeframe)

Target Audience

Who is your target audience?

May be more than one and may be different from your customers
Do you have an ideal customer profile?
What will they come to your website for? (articles/reviews/contact details/pricing?)

Content

What does the organisation do ? short summary, with products/services/history etc.

List the subject areas – from most important to least, focus on topics and clusters (which can then become the site map).
Is there content available to tell the story (photos, videos, text, diagrams, etc.)?

Who is going to write the content, or edit the old content for the new site? Will it be done with Search Engine Optimisation in mind?

Call to Action

What do you want people to do when they get to the site?

Buy from the shop, complete enquiry form, call us, read lots of articles, sign-up to the newsletter, etc.

Social Media and Sharing

Provide advice on social media demographics. See:

http://www.pewinternet.org/2015/08/19/the-demographics-of-social-media-users/

Where do you target audience(s) spend time online?
What avenues do you need for sharing your content (links on the page using Social Sharing to LinkedIn, Google+, Facebook, Twitter, etc)
What Social Media presence do you have (or need) – and how is that going to be presented on the site (Facebook Like box, follow us on twitter, and include the latest from your twitter stream etc).

Functional Requirements

The list above, including content and calls to action, will give you a clear picture of what functions are required in the website, such as:

A blog
E-commerce capabilities
Advertising or sponsors

Design Assets

Logos, colours, style guide, off-line marketing materials

Design Ideas

If a rebuild of the current site; what do you like and dislike about the current site
Up to five websites with design ideas you like (can be from your industry or another)
Competitor’s websites (three to five)

Search Engine Optimisation (SEO)

Do you have a set of priority keywords and phrases?
Will this be addressed in the build, and if so, how ?
Content editing to be done with SEO in mind. In-house or by specialist?

Practical Issues

What’s your budget?
- Is it realistic for the features and functions you want?
- What are the priority issues, and can it be staged if the budget doesn’t cover the wish-list?
Timeline – how long and what’s the deadline?
Who will project manage?

===================

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