Students: Please fill out this cover sheet clearly and accurately. Make sure you have kept a copy of your work.
Name:
Date of submission:
Unit:
? BSBPMG522 Undertake Project Work.
Assessor to complete
Assessment Task Satisfactory/ Not satisfactory Date Was this a resubmission? Y/N
Develop Project Plan
STUDENT DECLARATION
I declare that these tasks are my own work.
• None of this work has been completed by any other person.
• I have not cheated or plagiarised the work or colluded with any other student/s.
• I have correctly referenced all resources and reference texts throughout these assessment tasks.
• I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.
Student signature:
Student name: ASSESSOR FEEDBACK
Assessors: Please return this cover sheet to the student with assessment results and feedback.
A copy must be supplied to the office and kept in the student’s file with the evidence.
Assessor signature:
Assessor name:
Date:
Assessment Record Checklist
ASSESSMENT TASK 1: DEVELOP PROJECT PLAN
Yes No
Did the student submit the completed project plan?
Did the student performance requirements as set out in the Project Plan Assessor: • Project Scope, including:
? Project Background?
? Mission?
? Goals and objectives? ? Operations?
• Objectives?
• Target outcomes?
• In scope?
• Out of scope?
• Assumptions and Constraints?
• Project team and assigned roles?
• Work breakdown structure and timelines? develop a project plan which includes the completion of the following sections fulfilling the
• Budget & Expenditure?
• Other Resources, including:
? Project management tools?
? Documents used to define parameters? ? Human resources?
• Relevant Government Policy, Legislation and Rules?
• Reporting and record keeping requirements?
• Stakeholder Management and Communication?
• Related Projects?
• Risk Management Plan?
• Quality Management Plan ?
• Project Closure & Outcome Realisation?
Please note any reasonable adjustments for this task below.
• I have reviewed the mapping to this task.
• I have analysed the evidence gathered against the requirements of this task and am satisfied that the student has satisfactorily demonstrated the skills and knowledge required of this unit.
Where any items above are marked ‘No’, please provide comments and outline the gaps below. Ensure feedback is provided to the student on their Assessment Task Cover Sheet. Note actions that will be taken to correct the gaps.
How many attempts were required to demonstrate satisfactory performance?
Assessment Task 1 Satisfactory • Not Satisfactory •
Date:
Student name:
Assessor name:
Assessor signature:
Assessment Task 1: Developing the Project Plan
The following assessment tasks use a simulated business called Complete Business Solutions Australia (CBSA). In order to complete the assessment tasks, you will need to access information, templates, policies and procedures found on the CBSA website. Your assessor will provide you with login details. Navigate to www.cbsa.com.au, select ‘Log in’ and enter your username and password prior to completing your assessment tasks.
For this assessment you will play the role of Project Officer at CBSA. CBSA is a consultancy service providing assistance with compliance, finances, human resources, information technology and other business needs to ensure that businesses have the expertise and support they need to survive and prosper. You should familiarise yourself with what CBSA does, its services and history, the organisational structure of the business and its employees. Ensure that you read the Business Plan to understand CBSA’s mission, vision, and business objectives.
TASK SUMMARY
In this task, you must develop a project plan for an upcoming charity event.
RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK:
Resources
? Access to Learner Guide, PowerPoint Presesntation and recommended textbook
? Access to a computer, printer, Internet and email software (if required)
? Access to Microsoft Word and Microsoft Excel (or similar programs)
? Meeting Policy and procedure (accessible via the CBSA website)
? IT Policy and Procedure (accessible via the CBSA website)
? Diversity Policy and Procedure (accessible via the CBSA website)
? WHS Policy and Procedure (accessible via the CBSA website)
? Project Management Procedure (accessible via the CBSA website)
? Code of Conduct (accessible via the CBSA website)
? Electronic Record Keeping Procedure (accessible via the CBSA website)
? Expenses and Payments Procedure (accessible via the CBSA website)
? Organisational Chart (accessible via the CBSA website)
Templates / Supporting documents
? SD Project Brief
? SD Project Plan Template
The template listed above has been provided as a Microsoft Word document. Keep a copy of the original file as a master.
WHEN AND WHERE WILL THIS TASK BE COMPLETED?
? This task may be done in your own time as homework or you may be given time to do this task in class (where applicable).
? This is an open book project – you can use your learning materials and online research as reference.
? You must complete the project plan using Microsoft Word and Microsoft Excel (or a similar programs).
? Your assessor will provide you with the due date for this assessment.
? Your assessor will advise as to whether you must email them your completed draft project plan or submit the file on a USB drive.
WHAT HAPPENS IF I GET SOMETHING WRONG?
If your assessor marks any of the sections of your project plan as incorrect or if you do not complete all sections of the plan, they will make5 arrangements with you about resubmission. Your assessor will give you a due date by which this must be provided. Your assessor will provide you with guidance as to what needs to be resubmitted and how.
If your assessor identifies any plagiarised responses in your answers, your trainer/assessor will report this along with reasons for the allegation. For more detailed information about academic misconduct, please refer to Plagiarism, Cheating and Collusion section in the Assessment Overview of this assessment booklet.
STUDENT INSTRUCTIONS FOR TASK 1
Complete all parts of the assessment below using your own words.
To: You
From: tina.hughes@cbsa.com.au
Date/time: August 1st, 8.05am
Subject: Project Brief
To You,
Thank-you for agreeing to lead this project on such short notice. As you know, our annual charity events are a big part of our community engagement strategy and from experience, they can be a lot of fun to plan! Beyondblue are an amazing charity, so it will be fantastic that we can raise some much-needed funds for them. I have attached the project brief for this event which will outline the project parameters. As far as the dinner dance goes, I am thinking that the following activities will be a must:
? Dinner and drinks
? Dancing
? Prize raffles
? Merchandise store
? Beyondblue information stalls or other creative ways to share information
I did make some preliminary calls to venues and obtained the following quotes:
? Arc convention centre: $15,000 (room + food and drinks package for 50 people)
? Gala ballroom at the Tivoli: $10,000 (room + food and drinks package for 100 people)
? Hilton paradise function room: $25,000 (room + food and drinks package for 150 people)
Of course, you and the project team can decide the finer details, but these activities and quotes a starting point. I have quickly briefed the project team and have tasked them with getting some more quotes which they will bring to the planning meeting.
I look forward to seeing your draft project plan and we can discuss details further in the project planning meeting.
Kind Regards,
Tina Hughes
Sales and Marketing Manager
300 Fictional Way, Sydney, NSW 2000 Phone: 1800 111 222 www.cbsa.com.au
STUDENT INSTRUCTIONS FOR TASK 1
STEP 1: REVIEW INFORMATION
Review all of the information you have been provided with carefully (email from Tina, project brief, policies and procedures, organisational chart).
STEP 2: RESEARCH
Conduct research online to familiarise yourself with the requirements of a charity fundraising event and to get ideas about the sorts of activities you will need to plan.
STEP 3: DEVELOP PLAN
? Develop your project plan using the template provided. You must ensure you complete all sections based on the information you have been provided and the research you conducted.
? Save your project plan as YourNameDraftProjectPlan and submit to your assessor.
? Make copies of each document you submit to your assessor, as you will need to refer to them when you complete Assessment Task 2.
SUBMISSION REQUIREMENTS FOR TASK 1: • Complete project plan
Assessment Task Cover Sheet – Assessment Task 2
Students: Please fill out this cover sheet clearly and accurately. Make sure you have kept a copy of your work.
Name:
Date of submission:
Unit:
? BSBPMG522 Undertake Project Work.
Assessor to complete
Assessment Task Satisfactory/ Not satisfactory Date Was this a resubmission? Y/N
Finalise Project Plan
STUDENT DECLARATION
I declare that these tasks are my own work.
• None of this work has been completed by any other person.
• I have not cheated or plagiarised the work or colluded with any other student/s.
• I have correctly referenced all resources and reference texts throughout these assessment tasks.
• I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.
Student signature:
Student name: ASSESSOR FEEDBACK
Assessors: Please return this cover sheet to the student with assessment results and feedback.
A copy must be supplied to the office and kept in the student’s file with the evidence.

Assessor signature:
Assessor name:
Date:
Assessment Record Checklist
ASSESSMENT TASK 2: FINALISE PROJECT PLAN
PART A Yes No
Did the student submit the notes from the meeting?
Did the student provide an overview of the purpose of the project explaining how the project meets organisational objectives and aligns with related projects?
Did the student provide an overview of each section of the plan?
Did the student use consultative techniques to allow the project team to be engaged and express their ideas?
Did the student explain their roles and responsibilities, and the project teams’ roles and responsibilities clearly?
Did the student collaborate with the team to finalise roles, activities, timelines and the budget?
Did the student use effective negotiation skills to decide on final roles, activities, timelines and the budget?
Did the student clarify with the project sponsor when issues arise during the meeting?
Did the student use effective listening and questioning skills to seek information, clarify information and confirm understanding?
Did the student ask for final approval of the budget and plan from the project sponsor?
Did the student provide appropriate support to project team members throughout the meeting?
Did the student use open body language and clear verbal communication throughout the meeting?
PART B Yes No
Did the student submit the approved project plan?
Did the student update their project plan based on the changes discussed in the meeting in Task 2 Part A, including:
• Revised budget of $32,000?
• Prize donations values added to revenue in the budget?
• DJ costs added to expenses in the budget?
• Additional activities and changes to activities added into the work breakdown structure?
Did the student ensure timelines are on track for the 10th of October?
Did the student update the Document Version Control History?
Please note any reasonable adjustments for this task below.
• I have reviewed the mapping to this task.
• I have analysed the evidence gathered against the requirements of this task and am satisfied that the student has satisfactorily demonstrated the skills and knowledge required of this unit.
Where any items above are marked ‘No’, please provide comments and outline the gaps below. Ensure feedback is provided to the student on their Assessment Task Cover Sheet. Note actions that will be taken to correct the gaps.
Assessment Record Checklist
ASSESSMENT TASK 2: FINALISE PROJECT PLAN
How many attempts were required to demonstrate satisfactory performance?
Assessment Task 2
Part A outcome: Satisfactory • Not Satisfactory • Part B outcome: Satisfactory • Not Satisfactory •
Date:
Student name:
Assessor name:
Assessor signature:

Assessment Task 2: Finalising the Project Plan
TASK SUMMARY
There are two parts to this assessment task:
? In Part A you must hold a project planning meeting to discuss the project plan with the project team.
? In Part B you must make the necessary changes to finalise your plan based on the meeting outcomes.
PART A – PROJECT PLANNING MEETING ROLE PLAY
SUMMARY OF TASK 2: PART A
In this task you must hold a project planning meeting to discuss the project plan with the project team.
RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK:
Personnel
? Two classmates to play the roles of project team members
? One classmate to play the role of the project sponsor
Resources
? Pen and paper to take notes
Supporting documents
? SD Project Planning Meeting Agenda
? Your draft project plan from Assessment Task 1
The template listed above has been provided as a Microsoft Word document. Keep a copy of the original file as a master.
WHEN AND WHERE WILL THIS TASK BE COMPLETED?
? Class-based students will do this task in the classroom in a simulated workplace environment.
? Your assessor will provide you with the date and time for this assessment.
WHAT HAPPENS IF I GET SOMETHING WRONG?
If your assessor identifies that you did not correctly or adequately demonstrate the skills and knowledge required of this task, you will be given feedback on areas for improvement. Your assessor will provide you with guidance as to whether you need to:
? Redo the task immediately after you have considered their feedback
? Undertake further learning and redo the role play at a later date – your assessor will provide you with further details about this.
If your assessor identifies any plagiarised responses in your answers, your trainer/assessor will report this along with reasons for the allegation. For more detailed information about academic misconduct, please refer to Plagiarism, Cheating and Collusion section in the Assessment Overview of this assessment booklet.
STUDENT INSTRUCTIONS FOR TASK 2
Complete all parts of the assessment below using your own words.
STUDENT INSTRUCTIONS FOR TASK 2: PART A
STEP 1: PREPARE FOR THE MEETING
You will be required to participate in a role play where you will discuss and make changes to the draft project plan you developed in Assessment Task 1. Read the details of your meeting below and the Project Meeting Agenda prior to the meeting.
You are to meet the following meeting objectives:
? Present and discuss all components of the project plan.
? Collaborate with the team to finalise roles, activities, timelines and the budget.
? Provide support to the project team by clearly outlining their roles and responsibilities. ? Answer any of the project teams concerns or questions.
? Incorporate the project teams’ ideas.
? Gain support and engagement from the project team.
? Gain approvals from the project sponsor.
You must take notes during the meeting as you will update your project plan in Part B.
During the role play you must also ensure that you:
? Use effective verbal and nonverbal communication to finalise the project plan collaboratively with the team (during conversations you must gain the teams’ agreement and commitment)
? Use listening and questioning skills to seek information and confirm understanding
? Use collaborative techniques to engage the project team in consultations and negotiations.
Adhere to relevant organisational and legislative requirements. This includes ensuring contractual requirements are met.
STEP 2: PARTICIPATE IN THE MEETING
You must now participate in the meeting to discuss the project plan with the project team. You must take down brief notes of what is being discussed.
Your assessor will observe you as you participate and contribute throughout the meeting.
During the observation, your assessor will be looking to see that you can:
? Provide an overview of the purpose of the project, explaining how the project meets organisational objectives and aligns with related projects
? Provide an overview of each section of the plan
? Use consultative techniques to allow the project team to be engaged and express their ideas
? Explain your roles and responsibilities, and the project teams’ roles and responsibilities clearly
? Collaborate with the team to finalise roles, activities, timelines and the budget
? Use effective negotiation skills to decide on final roles, activities, timelines and the budget ? Seek clarity from the project sponsor when issues arise during the meeting.
? Use effective listening and questioning skills to seek information, clarify information and confirm understanding
? Ask for final approval of the budget and plan from the project sponsor
? Provide appropriate support to project team members throughout the meeting
? Use open body language and clear verbal communication throughout the meeting
? Adhere to relevant organisational and legislative requirements throughout the meeting
SUBMISSION REQUIREMENTS FOR TASK 2: PART A • Notes from the meeting
PART B – FINALISE THE PROJECT PLAN
TASK SUMMARY
In this task you must make the necessary changes to finalise the project plan based on the meeting outcomes in Assessment Task 2: Part A.
RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK:
Resources
? Access to a computer, printer, Internet and email software (if required) ? Access to Microsoft Word and Microsoft Excel (or similar programs).
Templates / Supporting documents
? Project planning meeting agenda with notes from Assessment Task 2: Part B
? Your draft project plan from Assessment Task 1
WHEN AND WHERE WILL THIS TASK BE COMPLETED?
? Class-based students will do this task in the classroom or as homework – your assessor will advise as to which is required.
? You must complete the project plan using Microsoft Word and Microsoft Excel (or a similar programs)
? Your assessor will provide you with the due date for this assessment.
? Your assessor will advise as to whether you must email them your completed draft project plan or submit the file on a USB drive.
WHAT HAPPENS IF I GET SOMETHING WRONG?
If your assessor marks any of the sections of your project plan as incorrect or if you do not complete all sections of the plan, they will make arrangements with you about resubmission. Your assessor will give you a due date by which this must be provided.
STUDENT INSTRUCTIONS FOR TASK 2: PART B
Complete the following activities:
? Update your project plan based on the changes discussed in the meeting.
? Update the ‘Document Version Control History’ section of the plan outlining the sections you changed and what you changed.
? Save your project plan as YourNameProjectPlanApprovedV1 and submit to your assessor.
? Make copies of the ProjectPlanApprovedV1 file before you submit to your assessor, as you will need to refer to this when you complete Assessment Task 3.
SUBMISSION REQUIREMENTS FOR TASK 2: PART B • Approved project plan
Assessment Task Cover Sheet – Assessment Task 3
Students: Please fill out this cover sheet clearly and accurately. Make sure you have kept a copy of your work.
Name:
Date of submission:
Unit:
? BSBPMG522 Undertake Project Work.
Assessor to complete
Assessment Task Satisfactory/ Not satisfactory Date Was this a resubmission? Y/N
Implement Project Plan
STUDENT DECLARATION
I declare that these tasks are my own work.
• None of this work has been completed by any other person.
• I have not cheated or plagiarised the work or colluded with any other student/s.
• I have correctly referenced all resources and reference texts throughout these assessment tasks.
• I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.
Student signature:
Student name: ASSESSOR FEEDBACK
Assessors: Please return this cover sheet to the student with assessment results and feedback.
A copy must be supplied to the office and kept in the student’s file with the evidence.

Assessor signature:
Assessor name:
Date:
Assessment Record Checklist
ASSESSMENT TASK 3: PROJECT IMPLEMENTATION
PART A Yes No
Did the student submit the completed email response to Abby?
Did the student write an email response to Abby which included responses to questions?
• The timeframe can be changed
• Ideas to gain more volunteers
Did the student write an email response to Abby which included Information of any changes they will make?
• Updated the work breakdown structure
Did the student write an email response to Abby which included language that is supportive, professional and grammatically correct?
Did the student update the work breakdown structure and timeline, changing the August 15th timeframe for acquiring staff volunteers to September 7th?
Did the student update the risk register to include an appropriate risk rating (medium to high) for acquiring staff volunteers?
PART B Yes No
Did the student submit the following:
• Completed progress report?
• Completed email update to the project team?
Did the student update the revenue section of the budget removing the $2000 donation from Dream makers?
Did the student update the risk register to include an appropriate risk rating (medium to high) for acquiring revenue/donations?
Did the student update the ‘Document Version Control History’ section of the plan outlining the changes made to the budget and risk register dated August 29th?
Did the student develop a progress report based on their project plan for Week 4 which includes an update/overview and tracking status (Yes/No) for the following sections:
• Budget, including: • Deliverables, including: • Risk management,
? Expenses? ? Timelines? including:
? Revenue (including ? Activities? ? Risk register?
donations?)
Did the student ensure that the progress report reflects:
• The budgeted revenue is down $2000?
• WBS for acquiring volunteers pushed out until September 7th?
• Risk of not getting enough donated prizes?
Did the student write an email to the project team which includes:
• The progress report file name in the attachment section of the email (StudentNameProgressWeek4)?
• An overview of how the project is tracking:
? budget revenue down $2000?
? risk of not getting enough donations? ? other information that reflects the student’s project plan?
• An explanation that that a donation has not gone ahead and a request for ideas on how to best obtain more donated prizes?
• Language that is supportive, professional and grammatically correct?
Assessment Record Checklist
ASSESSMENT TASK 3: PROJECT IMPLEMENTATION
PART C Yes No
Did the student submit the following:
• Completed progress report?
• Completed email update to the project team?
• Complete project plan?
Did the student update the revenue section of the budget ensuring all prize donations to the total value of $28,550?
Did the student update the risk register to include an appropriate risk rating (low) for acquiring volunteers?
Did the student update the ‘Document Version Control History’ section of the plan outlining the changes made to the budget and risk register dated September 15th?
Develop a progress report based on their project plan for Week 6 which includes an update/overview and tracking status (Yes/No) for the following sections:
• Budget, including: • Deliverables, including: • Risk management,
? Expenses? ? Timelines? including:
? Revenue (including ? Activities? ? Risk register?
donations?)
Did the student ensure that the progress report reflects:
• Budgeted revenue $28,550 and above?
• Collecting donations activity is complete?
• 15 staff volunteers confirmed?
Did the student write an email to the project team which includes:
• The progress report file name in the attachment section of the email (StudentNameProgressWeek6)?
• An overview of how the project is tracking, including:
? budget revenue up $28,550?
? risk of not getting enough donations is reduced? ? other information that reflects the students project plan?
• A request to confirm that everyone is still on track with their responsibilities?
• Language that is supportive, professional and grammatically correct?
Did the student update their project plan based on the changes discussed in the meeting in Task 2 Part A, including:
• Revised budget of $32,000 changed in the budget?
• Prize donations values added to revenue in the budget?
• DJ costs added to expenses in the budget?
• Additional activities and changes to activities added into the work breakdown structure?
Please note any reasonable adjustments for this task below.
• I have reviewed the mapping to this task.
• I have analysed the evidence gathered against the requirements of this task and am satisfied that the student has satisfactorily demonstrated the skills and knowledge required of this unit.
Assessment Record Checklist
ASSESSMENT TASK 3: PROJECT IMPLEMENTATION
Where any items above are marked ‘No’, please provide comments and outline the gaps below. Ensure feedback is provided to the student on their Assessment Task Cover Sheet. Note actions that will be taken to correct the gaps.
How many attempts were required to demonstrate satisfactory performance?
Assessment Task 3
Part A outcome: Satisfactory • Not Satisfactory •
Part B outcome: Satisfactory • Not Satisfactory • Part C outcome: Satisfactory • Not Satisfactory •
Date:
Student name:
Assessor name:
Assessor signature:
Assessment Task 3: Project Implementation
TASK SUMMARY
In this task you will be required to manage a range of issues and situations that occur throughout the duration of the project. As you manage these issues and situations, you will be required to make necessary changes to documentation and communicate changes accordingly.
RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK:
Resources
? Access to a computer, printer, Internet and email software (if required)
? Access to Microsoft Word and Microsoft Excel (or similar programs)
? Computer speakers or headphones to listen to provided recordings
Templates / Supporting documents
? Approved project plan (from Assessment Task 2: Part B)
WHEN AND WHERE WILL THIS TASK BE COMPLETED?
? This task may be done in your own time as homework or you may be given time to do this task in class (where applicable).
? This is an open book project– you can use your learning materials and online research as reference.
? You must make updates to the project plan using Microsoft Word and Microsoft Excel (or a similar programs)
? Your assessor will provide you with the due date for this assessment.
? Your assessor will advise as to whether you must email them your updated project plan or submit the file on a USB drive.
WHAT HAPPENS IF I GET SOMETHING WRONG?
If your assessor identifies that your progress reports or emails are missing content, or are lacking in detail or providing incorrect information, you will be given feedback on what is required for resubmission.
If your assessor marks any of the sections of your updated project plan as incorrect or if you do not complete all sections of the plan, they will make arrangements with you about resubmission. Your assessor will give you a due date by which this must be provided. Your assessor will provide you with guidance as to what needs to be resubmitted and how.
If your assessor identifies any plagiarised responses in your answers, your trainer/assessor will report this along with reasons for the allegation. For more detailed information about academic misconduct, please refer to Plagiarism, Cheating and Collusion section in the Assessment Overview of this assessment booklet.
STUDENT INSTRUCTIONS FOR TASK 3
Complete all parts of the assessment below using your own words.
PART A – SCENARIO
It is now two weeks into the project and you have received an email from one of your project team members below:
STEP 1: REVIEW INFORMATION
Review all of the information in the email carefully.
STEP 2: RESPOND TO THE EMAIL
? Provide support to Abby by writing an email response using the email template below. Your email must include:
– Responses to her questions.
– Explanation of the changes you will make to the project plan.
– Language that is supportive, professional and grammatically correct.
? Save the completed email as YourNameEmail3A and submit to your assessor. Your email is considered ‘sent’ once submitted.
STEP 3: UPDATE THE PROJECT PLAN
? Update the work breakdown structure and timelines in accordance with the changes.
? Update the risk register to ensure project outcomes are met.
Update the ‘Document Version Control History’ section of the plan outlining the sections you changed and what you changed. The date must reflect August 15.
? Save your project plan.
PART B – SCENARIO
It is now the 29th of August and fortunately, up until now, everything has been going to plan. You have arrived at work and have received the phone message below:
‘You have one new message: Hi it’s Sarah from dream makers, I have some bad news. A couple of weeks ago I spoke to a colleague of yours Trey, and I told him we were able to donate a $2000 accommodation package to the Gold Coast to support your raffle. Unfortunately, I didn’t get approval from my manager and at this time we are unable to donate the voucher. I am very sorry for the inconvenience, all the best with your event, it is such a great cause. I am sorry that we cannot help out at this time. Thanks bye.’
STUDENT INSTRUCTIONS FOR TASK 3: PART B
STEP 1: REVIEW INFORMATION Review the phone message received.
STEP 2: UPDATE THE PROJECT PLAN
? Update the revenue section of your budget to reflect changes, ensuring that you check your inputs for accuracy.
? Update the risk register to ensure project outcomes are met.
? Update the ‘Document Version Control History’ section of the plan outlining the sections you changed and what you changed. The date must reflect August 29th.
? Save your project plan.
STEP 3: DEVELOP PROJECT PROGRESS REPORT
? Develop a project progress report using the project progress report template below.
? Save the completed progress report as YourNameProgressWeek4 and submit to your assessor.
STEP 4: SEND PROGRESS REPORT TO THE TEAM
? Send a project update to the team by writing an email using the email template. Your email must include:
– The progress report file name in the attachment section of the email.
– An overview of how the project is tracking.
– An explanation that that a donation has not gone ahead and a request for ideas on how to best obtain more donated prizes.
– Language that is supportive, professional and grammatically correct.
? Save the completed email as YourNameEmail3B and submit to your assessor. Your email is considered ‘sent’ once submitted.
Project Progress Report
Project Title:
Project Officer:
Project Sponsor:
Project Team Members:
Today’s date:
Week in the project:
Progress
Budget Update and Overview On track? Y/N
Expenses
Revenue (including donations)
Deliverables Update and Overview On track? Y/N
Timelines
Activities
Risk management Update and Overview On track? Y/N
Risk register
Other Information:
PART C – SCENARIO
It is now the 13th of September. You have arrived at work and have received the email below:
To: You
From: tina.hughes@cbsa.com.au
Date/time: September 13th, 9.30am
Subject: Donations
To You,
I have some great news, I have confirmed and finalised the donated prizes for the auction:
Prize details Company who donated Value
7 nights in Vietnam, Flights + Accommodation Holiday Plus $5,000
Movie tickets, X2 Gold Class Movie Magic $100
His and Hers fishing rod set Fred’s Fishing company $150
$1000 Gift voucher to spend in store JJ’s homewares $1,000 Local custom artwork Robyn Beeston Art $4,000 10 Personal Training Sessions Petes PT $1,000
Golf lessons Geris golf world $2,000
Meal for 2 Sally’s Restaurant $300
20 Day European Tour, Flights + Accomm Adams Adventure Company $15,000
Total $28,550
This is an excellent result! Also, we now have 15 confirmed volunteers which will be sufficient, so that is also now complete.
Can you please share this great news with the team when you send the progress report later today?
Kind Regards,
Tina Huighes
Sales and Marketing Manager
300 Fictional Way, Sydney, NSW 2000 Phone: 1800 111 222 www.cbsa.com.au
STUDENT INSTRUCTIONS FOR TASK 3: PART C
STEP 1: REVIEW INFORMATION
Review all of the information in the email carefully.
STEP 2: UPDATE THE PROJECT PLAN
? Update the revenue section of your budget to reflect changes, ensuring that you check your inputs for accuracy.
? Update the risk register to ensure project outcomes are met.
? Update the ‘Document Version Control History’ section of the plan outlining the sections you changed and what you changed. The date must reflect September 15th.
? Save your project plan as YourNameUpdatedProjectPlan and submit to your assessor.
STEP 3: DEVELOP PROJECT PROGRESS REPORT
? Develop a project progress report using the project progress report template.
? Save the completed progress report as YourNameProgressWeek6 and submit to your assessor.
? Make copies of the updated project plan before you submit to your assessor, as you will need to refer to this when you complete Assessment Task 4.
STEP 4: SEND PROGRESS REPORT TO THE TEAM
? Send a project update to the team by writing an email using the email template. Your email must include:
– The progress report file name in the attachment section of the email.
– An overview of how the project is tracking.
– A request to confirm that everyone is still on track with their responsibilities.
– Language that is supportive, professional and grammatically correct.
? Save the completed email as YourNameEmail3C and submit to your assessor. Your email is considered ‘sent’ once submitted.
Project Progress Report
Project Title:
Project Officer:
Project Sponsor:
Project Team Members:
Today’s date:
Week in the project:
Progress
Budget Update and Overview On track? Y/N
Expenses
Revenue (including donations)
Deliverables Update and Overview On track? Y/N
Timelines
Activities
Risk management Update and Overview On track? Y/N
Risk register
Other Information:
SUBMISSION REQUIREMENTS FOR TASK 3:
• Completed email response to Abby
• Completed progress report from Task 3B
• Completed email update to the project team in Task 3B • Completed progress report from Task 3C
• Completed email update to the project team in Task 3C
• Complete project plan
Assessment Task Cover Sheet – Assessment Task 4
Students: Please fill out this cover sheet clearly and accurately. Make sure you have kept a copy of your work.
Name:
Date of submission:
Unit:
? BSBPMG522 Undertake Project Work.
Assessor to complete
Assessment Task Satisfactory/ Not satisfactory Date Was this a resubmission? Y/N
Finalise Project
STUDENT DECLARATION
I declare that these tasks are my own work.
• None of this work has been completed by any other person.
• I have not cheated or plagiarised the work or colluded with any other student/s.
• I have correctly referenced all resources and reference texts throughout these assessment tasks.
• I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.
Student signature:
Student name: ASSESSOR FEEDBACK
Assessors: Please return this cover sheet to the student with assessment results and feedback.
A copy must be supplied to the office and kept in the student’s file with the evidence.

Assessor signature:
Assessor name:
Date:
Assessment Record Checklist
ASSESSMENT TASK 4: PROJECT FINALISATION
Yes No
Did the student submit the following complete? draft final project report saved as YourNameDraftFinalProjectReport?
Did the student develop a final project report which includes the completion of the following sections fulfilling the performance requirements as set out in the Final Project Report Assessor?
• Outcomes
• Lessons learned
Please note any reasonable adjustments for this task below.
• I have reviewed the mapping to this task.
• I have analysed the evidence gathered against the requirements of this task and am satisfied that the student has satisfactorily demonstrated the skills and knowledge required of this unit.
Where any items above are marked ‘No’, please provide comments and outline the gaps below. Ensure feedback is provided to the student on their Assessment Task Cover Sheet. Note actions that will be taken to correct the gaps.
How many attempts were required to demonstrate satisfactory performance?
Assessment Task 4 Satisfactory • Not Satisfactory •
Date:
Student name:
Assessor name:
Assessor signature:
Assessment Task 4: Project Finalisation
TASK SUMMARY
In this task you must complete develop a draft final project report.
RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK:
Resources
? Access to a computer, printer, Internet and email software (if required) ? Access to Microsoft Word and Microsoft Excel (or similar programs).
WHEN AND WHERE WILL THIS TASK BE COMPLETED?
? Class-based students will do this task in the classroom or as homework – your assessor will advise as to which is required.
? You must complete the project plan using Microsoft Word and Microsoft Excel (or a similar programs)
? Your assessor will provide you with the due date for this assessment.
? Your assessor will advise as to whether you must email them your completed draft project plan or submit the file on a USB drive.
WHAT HAPPENS IF I GET SOMETHING WRONG?
If your assessor marks any of the sections of your final project report as incorrect or if you do not complete all sections, they will make arrangements with you about resubmission. Your assessor will give you a due date by which this must be provided. Your assessor will provide you with guidance as to what needs to be resubmitted and how.
If your assessor identifies any plagiarised responses in your answers, your trainer/assessor will report this along with reasons for the allegation. For more detailed information about academic misconduct, please refer to Plagiarism, Cheating and Collusion section in the Assessment Overview of this assessment booklet.
STUDENT INSTRUCTIONS FOR TASK 4
Complete all parts of the assessment below using your own words.
PROJECT FINALISATION SCENARIO
Congratulations, the project is now complete. You have received an email from Tina below:
To: You
From: tina.hughes@cbsa.com.au
Date/time: October 11th 4pm
Subject: Final results
To You,
Wow – what a night! It will be an event to remember! I would like to thank you for doing such a great job with this project. The final figures are below:
Total expenditure: $28,598
Total raised: $53,200
Revenue type Amount
Merchandise $1,200
Ticket sales (120x$100) $12,000
Auction $37,500
Additional donations $2,500
You have been very organised. Providing everyone with regular progress updates kept the project on track. That being said, I do feel there are a few areas that we can look at to improve future fundraising events. The main issues that I identified were:
? Difficulty acquiring staff volunteers early on in the project
? The issue with the $2000 travel voucher being withdrawn from Dream Makes ? Only 120 tickets being sold, what happened to the other 30?
? The issue with the DJ arriving when the event started (4pm) instead of half an hour before to set up
? The week before the event was complete chaos
I look forward to seeing your draft final project report and we can discuss outcomes further in the meeting next week.
Kind Regards,
Tina Hughes
Sales and Marketing Manager
300 Fictional Way, Sydney, NSW 2000 Phone: 1800 111 222 www.cbsa.com.au
STUDENT INSTRUCTIONS FOR TASK 4
STEP 1: REVIEW INFORMATION
Review all of the information in the email from Tina.
STEP 2: PREPARE THE DRAFT FINAL PROJECT REPORT
? Develop the draft final project report using the template provided. You must ensure you complete all sections based on the information you have been provided with and you must ensure calculations are correct.
? Make a copy of your draft final project report before you submit to your assessor, as you will need to refer to this when you complete Assessment Task 5.
? Save your draft final project as YourNameDraftFinalProjectReport and submit to your assessor.
Final Project Report
Project Title:
Project Officer:
Project Sponsor:
Project Team Members:
Today’s date:
Outcomes
Requirements Overview
Did the project achieve objectives?
Was the project executed within budget? Approved budget:
Total expenses: Variance ($):
On budget
[ ]
Under budget [ ]
Over budget [ ]
Briefly describe the progress of your project from start to finish including any unexpected obstacles.
Briefly describe the changes that occurred throughout the project.
Lessons Learned
List and describe any lessons lea rned from this project and provide recommendations that can be used to
improve the delivery of future info rmation systems projects.
Description Recommendation
Other Information:
SUBMISSION REQUIREMENTS FOR TASK 4:
• Complete draft final project report saved as YourNameDraftFinalProjectReport
• Make a copy of your draft final project report before you submit to your assessor, as you will need to refer to this when you complete Assessment Task 5.
Assessment Task Cover Sheet – Assessment Task 5
Students: Please fill out this cover sheet clearly and accurately. Make sure you have kept a copy of your work.
Name:
Date of submission:
Unit:
? BSBPMG522 Undertake Project Work.
Assessor to complete
Assessment Task Satisfactory/ Not satisfactory Date Was this a resubmission? Y/N
Review Project
STUDENT DECLARATION
I declare that these tasks are my own work.
• None of this work has been completed by any other person.
• I have not cheated or plagiarised the work or colluded with any other student/s.
• I have correctly referenced all resources and reference texts throughout these assessment tasks.
• I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.
Student signature:
Student name: ASSESSOR FEEDBACK
Assessors: Please return this cover sheet to the student with assessment results and feedback.
A copy must be supplied to the office and kept in the student’s file with the evidence.

Assessor signature:
Assessor name:
Date:
Assessment Record Checklist
ASSESSMENT TASK 5: PROJECT REVIEW
PART A Yes No
Did the student submit the notes from the meeting?
Did the student discuss the project outcomes and processes against the project scope and plan?
Did the student congratulate the team and highlight the project successes?
Did the student use consultative techniques to allow the project team to be engaged and express their ideas?
Did the student collaborate with the team to document lessons learnt and applicable recommendations?
Did the student explain to project team members that they will go back to their original roles?
Did the student use effective listening and questioning skills to seek information, clarify information and confirm understanding?
Did the student ask for final approval and the sign-off for the completion of the project from the project sponsor?
Did the student thank the project team for their efforts?
Did the student use open body language and clear verbal communication throughout the meeting?
Did the student adhere to relevant organisational and legislative requirements throughout the meeting?
PART B Yes No
Did the student submit the following:
• Approved final project report saved as YourNameFinalReport?
• Completed email reporting final outcomes to the project team saved as YourNameEmail5B?
Did the student update the final project report incorporating lessons learned and recommendations discussed in the review meeting, including:
• Move resourcing of staff to earlier in the project timeline to allow sufficient time to source?
• Request written confirmation from personnel in charge of managing funds within the business?
• Have clear service agreement in place?
• Monitoring procedures need to be reviewed?
• Allow for minimal activities to be completed in the week before?
• Move all tasks a week before the event date to prevent last minute rushing?
Did the student update the final project report incorporating feedback discussed in the review meeting in the ‘other information’ section, including:
• Gavin Stead, Managing Director of CBSA, was impressed with how the auction went?
• Danish (beyondblue representative) said that the event was one of the best he had been to?
• Venue manager said that more security would have been better to ease the flow of entry and departure?
• Several event attendees said they had a great night?
Did the student write an email to the project team which includes:
• The report file name in the attachment section of the email (StudentNameFinalReport?)
• An overview of the changes made to the final project report (changes to lessons learned and recommendations based on the project review meeting agenda submitted in Assessment Task 5 Part A?)
• A thank-you to the team for all of their efforts?
• Language that is supportive, professional and grammatically correct?
Did the student ensure timelines are on track for the 10th of October?
Did the student update the Document Version Control History?
Assessment Record Checklist
ASSESSMENT TASK 5: PROJECT REVIEW
Please note any reasonable adjustments for this task below.
• I have reviewed the mapping to this task.
• I have analysed the evidence gathered against the requirements of this task and am satisfied that the student has satisfactorily demonstrated the skills and knowledge required of this unit.
Where any items above are marked ‘No’, please provide comments and outline the gaps below. Ensure feedback is provided to the student on their Assessment Task Cover Sheet. Note actions that will be taken to correct the gaps.
How many attempts were required to demonstrate satisfactory performance?
Assessment Task 5
Part A outcome: Satisfactory • Not Satisfactory • Part B outcome: Satisfactory • Not Satisfactory •
Date:
Student name:
Assessor name:
Assessor signature:
Assessment Task 5: Project Review
TASK SUMMARY
There are two parts to this assessment task:
? In Part A you must hold a project review meeting to discuss outcomes of the project with the project team.
? In Part B you must make the necessary changes to finalise the final project report based on the meeting outcomes.
PART A – PROJECT REVIEW MEETING ROLEPLAY
TASK SUMMARY
In this task you must hold a project review meeting to discuss outcomes of the project with the project team.
RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK:
Personnel
? Three classmates to play the roles of project team members
? One classmate to play the role of the project sponsor
Resources
? Pen and paper to take notes
Templates / Supporting documents
? SD Project Review Meeting Agenda
? Your draft final project report from Assessment Task 4
WHEN AND WHERE WILL THIS TASK BE COMPLETED?
? Class-based students will do this task in the classroom in a simulated workplace environment.
? Your assessor will provide you with the date and time for this assessment.
WHAT HAPPENS IF I GET SOMETHING WRONG?
If your assessor identifies that you did not correctly or adequately demonstrate the skills and knowledge required of this task, you will be given feedback on areas for improvement. Your assessor will provide you with guidance as to whether you need to:
? Redo the task immediately after you have considered their feedback
? Undertake further learning and redo the role play at a later date – your assessor will provide you with further details about this.
If your assessor identifies any plagiarised responses in your answers, your trainer/assessor will report this along with reasons for the allegation. For more detailed information about academic misconduct, please refer to Plagiarism, Cheating and Collusion section in the Assessment Overview of this assessment booklet.
STUDENT INSTRUCTIONS FOR TASK 5
Complete all parts of the assessment below using your own words.
STUDENT INSTRUCTIONS FOR TASK 5: PART A
STEP 1: PREPARE FOR THE MEETING
You will be required to participate in a role play where you will discuss outcomes of the project with the project team. Read the details of your meeting below and familiarise yourself with applicable documentation:
You are to meet the following meeting objectives:
? Discuss the project outcomes and processes against the project scope and plan.
? Congratulate the team and highlight the project successes.
? Collaborate with the team to document lessons learned and applicable recommendations.
? Incorporate the project team’s ideas.
? Answer any of the project teams concerns or questions.
? Discuss the reassignment the team to their previous roles.
? Gain necessary sign-offs from the project sponsor.
? Thank the team.
Note: You must take notes during the meeting as you will update your final project report in Part B.
During the role play you must also ensure that you:
? Use effective verbal and nonverbal communication to review the project (during conversations you must gain the team’s agreement and commitment)
? Use listening and questioning skills to seek information and confirm understanding ? Use collaborative techniques to engage the project team in consultations and negotiations. Adhere to relevant organisational and legislative requirements.
STEP 2: PARTICIPATE IN THE MEETING
You must now participate in the meeting to discuss the project plan with the project team. You must take down brief notes of what is being discussed.
Your assessor will observe you as you participate and contribute throughout the meeting.
During the observation, your assessor will be looking to see that you can:
? Discuss the project outcomes and processes against the project scope and plan.
? Congratulate the team and highlight the project successes.
? Use consultative techniques to allow the project team to be engaged and express their ideas.
? Collaborate with the team to document lessons learned and applicable recommendations.
? Explain to project team members that they will go back to their original roles.
? Use effective listening and questioning skills to seek information, clarify information and confirm understanding.
? Ask for final approval and the sign-off for the completion of the project from the project sponsor.
? Thank the project team for their efforts.
? Use open body language and clear verbal communication throughout the meeting.
? Adhere to relevant organisational and legislative requirements throughout the meeting.
SUBMISSION REQUIREMENTS FOR TASK 5: PART A
• Notes from the meeting
• Make a copy of the file before you submit to your assessor, as you will need to refer to this document when you complete Assessment Task 5 Part B.
PART B – FINALISE THE PROJECT PLAN
TASK SUMMARY
In this task you must make the necessary changes to finalise the final project report based on the meeting outcomes in Assessment Task 5: Part A. Once your report is finalised, you must email it to the project team.
RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK:
Resources
? Access to a computer, printer, Internet and email software (if required) ? Access to Microsoft Word and Microsoft Excel (or similar programs).
Templates / Supporting documents
? Project review meeting agenda with notes from Assessment Task 5: Part A ? Your draft final project report from Assessment Task 4 ? Email template.
WHEN AND WHERE WILL THIS TASK BE COMPLETED?
? Class-based students will do this task in the classroom or as homework – your assessor will advise as to which is required.
? You must complete the project plan using Microsoft Word and Microsoft Excel (or a similar programs)
? Your assessor will provide you with the due date for this assessment.
? Your assessor will advise as to whether you must email them your completed draft project plan or submit the file on a USB drive.
WHAT HAPPENS IF I GET SOMETHING WRONG?
If your assessor identifies that your final report or email are missing content, or are lacking in detail or providing incorrect information, you will be given feedback on what is required for resubmission.
STUDENT INSTRUCTIONS FOR TASK 5: PART B
STEP 1: UPDATE THE FINAL PROJECT REPORT
? Update your final project report incorporating what was discussed in the review meeting. You must add any feedback received in the ‘other information’ section.
? Save your final project report as YourNameFinalReport and submit to your assessor.
STEP 2: SEND THE REPORT TO THE TEAM
? Send the final project report to the team using the email template. Your email must include:
– The report file name in the attachment section of the email.
– An overview of the changes you made to the final project report based on their suggestions.
– A thank-you for all of their efforts.
– Language that is supportive, professional and grammatically correct.
? Save the completed email as YourNameEmail5B and submit to your assessor. Your email is considered ‘sent’ once submitted.