learner assessment pack bsbpmg521 manage project

BSBPMG521 Manage Project Integration Learner Assessment Pack of 24

LEARNER ASSESSMENT PACK

BSBPMG521 Manage Project Integration (Release 1)

Assessment Tasks

For this unit you are required to complete the following assessments:

Assessment Task 1 – Short Answer Questions

Assessment Task 2 – Managing project integration

Assessment Task 3 – Written Report

At the end of this Learner Assessment Pack (once you have completed the above

Assessment Tasks) you will be required to submit your work online where you will agree to

the required student declarations.


©2020 College for Adult Learning. This Assessment Pack was developed by the College for

Adult Learning V120


Table of Contents

Assessment Description ........................................................................................................ 4

Introduction ........................................................................................................................... 4

Assessment Task 1 – Short Answer Questions ..................................................................... 6

Task Description ................................................................................................................ 6

Assessment Task 1 Specifications .................................................................................... 9

Procedure .......................................................................................................................... 9

Assessment Task 2 – Managing project integration ............................................................ 11

Task Description .............................................................................................................. 11

Assessment Task 2 Specifications .................................................................................. 12

Procedure ........................................................................................................................ 13

Part B Project execution ............................................................................................... 17

Part C Project finalisation ............................................................................................. 20

Assessment Task 3 – Written Report .................................................................................. 22

Task Description .............................................................................................................. 22

Assessment Task 3 Specifications .................................................................................. 23

Procedure ........................................................................................................................ 23


Assessment Description

This assessment pack requires the learner to prepare for, plan and manage project

integration. To complete this comprehensive assessment, the learner must complete 3

assessment tasks. For a task to be considered satisfactory, all elements of it must be

complete. On completion of the 3 tasks, the learner will demonstrate that they can:

- Establish project

- Undertake project planning and design processes

- Execute project in a work environment

- Manage project control

- Manage project finalisation

Introduction

Before you commence this Learner Assessment Pack, you must ensure that you have a

good understanding of this subject by completing all of the learning materials, learning

activities and quiz included in this unit. You must also make sure that you understand the

assessment requirements – by reading this document carefully.

All students who have nominated a third party for their course must provide a completed

third-party evidence collection form for this unit. You can nominate a third party here.

All documents submitted for this assessment must:

• be correctly named

• be professionally presented and typed

• have your name in the footer of each page of the document

• include a bibliography and in text citations using the Author Date method for more

information click here.

We recommend that you submit all assessment documents in a zipped folder and all

learning journal activity documents in a separate zipped folder. Click on the Assessments

tab within the unit and use the Assessment Submission field to attach your two zipped

folders.

NOTE: If using a workplace project for this assessment (where this is applicable), you must

complete both the third party nomination form and the workplace project approval form and

https://collegeforadultlearning.edu.au/students/third-party-approval/

https://hub.collegeforadultlearning.edu.au/d2l/lor/viewer/view.d2l?ou=6606&loIdentId=4049


lodge it here. This must be done PRIOR to undertaking the assessment and approval

granted by your Assessor.

Your Assessor will reply via email to approve your use of a workplace project. Your

workplace project must meet minimum requirements in terms of size, budget and alignment

with strategy within your organisation.

You must be able to provide videos from your workplace as required and outlined in the

assessment tasks in order to use your workplace project.

https://collegeforadultlearning.edu.au/students/third-party-approval/


Assessment Task 1 – Short Answer Questions

Task Description

For this assessment you are required to provide written answers to questions based on:

• John Readings (Case Study)

Assessment Task 1

Assessment Task 2

Assessment Task 3

Submit your Assessment

Short answer questions

Managing Project

Procurement

Written

Report

NOTE: Ensure you keep a copy of this completed assessment for future use.

This task is to be completed in your own time and once you have completed the program of

learning for this unit. The answers and all relevant documents must all be submitted for

assessment.

It is recommended that you create an assessment folder for all of the documents required for

this assessment. When saving files be sure to clearly identify the related task for example:

• BSBPMG521_Assessment_Task_1_Short_answer_questions

You must answer all questions correctly to demonstrate knowledge performance and/or

complete all tasks satisfactorily to demonstrate task application.

https://hub.collegeforadultlearning.edu.au/d2l/home/6736


Scenario: John Readings Pty. Ltd. Re-design Bookstore Café

John Readings is an Australian book publisher, distributer and retail business with

stores located throughout Australia and New Zealand and a large online business.

At present a total of ten retail outlets located in state capitals contain Cafes. As part

of the company’s future development plans all retail outlets will soon have Cafes

located within them. However, before this can happen, the current Café design for

the ten retail outlets need to be refreshed and upgraded. The upgrade includes a

fresh new menu, new furniture and layout design as well as a play area for children.

You were successful in your application for the Project Manager role and have just

had confirmation from Damian Black CEO that the project steering committee will

include the Procurement Director, Marketing Director, the Director of Finance and

the Café Operations Manager. The project is now ready to commence.

An architect has been contracted to design the new look and feel and this has been

approved by the steering committee.

The architect and building contractor have provided costing estimates on which the

project budget is being based. They have advised, in order to minimise business

disruption, the order of works will be:

Stage 1 – Two days (no business disruption)

- Playground fit out and flooring

- Fencing and shade sail installation

- Landscaping and new outdoor furniture

Stage 2 – Two days (café closure)

- Removal of booths

- Repainting of café dining area interior

- Laying of floating floor over existing tiled floor café dining area only

- New dining furniture and artwork


Damian Black, CEO has advised the following:

• It is assumed the marketing staff will contribute to the project, helping

with the branding and other promotional items as required. The existing

team is able to fully participate in training where required.

• It is assumed construction can take place simultaneously with other

project deliverables.

• Constraints - budget and time are sufficient for the project, all products

purchased for the café and playground will meet with the organisational

quality standards and safety standards. Only approved preferred

suppliers will supply equipment and furniture.

• The project is dependent on external dependencies, which involves

consultation with the architect, building contractor and consultant chef.

• Building contractor was chosen based on his assurance that café

shutdown times would be minimised to two days and the trade of the

attached bookstore would be able to continue.

• Kitchen modifications, equipment and fit out work will not be included in

the project and any requirements will need to be drawn from the

operational budget for repairs/maintenance/equipment.

• Plans have been completed for all building works and are not included in

the project budget.

A revised budget has been developed in consultation with the Finance Manager of

$200,000 for nine stores with the tenth store requiring a budget of $250,000 and an

extra two-day shutdown period. The project is scheduled to commence on

10/01/2021 and be completed by 10/05/2021.

The Procurement Manager will liaise with suppliers to ensure that the playground

equipment is delivered on day one of stage one, the following day the outdoor

furniture will be delivered. Dining furniture and artwork will arrive on day two of stage

two.

The schedule of store redevelopment will be as follows:

1. Hobart

2. Launceston


3. Adelaide

4. Collins Street Melbourne – an additional 3 days for Stage 2 due to flooring

issues

5. Geelong

6. Ballarat

7. Sydney city

8. Parramatta

9. Canberra

10. Byron Bay

The contracting team will require a two-day period between cafes to allow for travel

time.

You are required to integrate and balance overall project management functions of

scope, time, cost, quality, human resources, communications, risk and procurement

across the project life cycle; and to align and track project objectives to comply with

organisational goals, strategies and objectives.

Task 1 Specifications

You must submit:

• Project integration fact sheet

Procedure

Create a Word document titled: Project Integration Fact Sheet and address the points below

in detail:

1. Based on the case study organisation, summarise project governance models which

could apply to this project.

2. Explain project life cycle stages for this project and the relevant activities which would

be undertaken in each stage.


3. Describe three methodologies to break project objectives into achievable project

deliverables.

4. List a minimum of five project planning documents required for this project.

5. Identify and describe appropriate organisational documentation for recording

strategies and goals for integration processes. Ensure that you refer to existing John

Readings Policies and Procedures.

Now that you have completed your first assessment task, save your work and

continue on with Assessment Task 2.


Assessment Task 2 – Managing project integration

Task Description

For this assessment you are required to provide a robust and complete project management

plan by combining the work you have done in previous units of study (scope, time, costs,

quality, human resources, communications, stakeholder engagement, risk and procurement)

based on:


Assessment Task 1

Assessment Task 2

Assessment Task 3



Managing Project

Integration

Written

Report

NOTE: The work you complete for this assessment task provides the basis for Assessment

Task 3. Ensure you keep a hard copy of this completed assessment for future use.



assessment.



• BSBPMG521_Assessment_Task_2_ Managing project integration






You have now completed the planning for all components of the project and the steering

committee has asked you to complete and submit a robust project management plan so

that the project can now commence.


You must submit:

● Project initiation requirements report including project concept proposal and contract

documentation

● Simulation with Assessor

● Project charter

● Email seeking approval for charter

● Project management plan


● Project strategy

● Email seeking approval to proceed

● Internal environmental report

● Project status report 1

● Project status report 2

● Email to project steering committee

● Updated project management plan

● Project closure report

● Budget monitoring and review plan


● Finalisation evidence


Procedure

NOTE: There are TWO parts to be completed in this assessment task.

Part A Project preparation and project management plan

1. For this task you need to identify and prepare initiation documents for the project. For

tips on writing and presenting this report click here.

Create a Word document titled: Project Initiation Requirements Report and develop a

report (project document) addressing each point below:

a. Explain the agreed project management framework

b. Explain the agreed project methodology to be used

c. Identify and discuss the relationship between the project and broader

organisational strategies and goals

d. Detail the client or customer requirements based on the case study

e. Include a list of internal and external stakeholders

f. Outline the governance structure for the project including the relevant authorities

g. Provide in an appendix of your report a separate document titled Project Concept

Proposal

h. Source and provide a copy of contract documentation for suppliers

i. Conduct feasibility study for a similar organisation to the case study and provide

your findings.

2. Book a simulation call with your Assessor. You will now need to meet with the steering

committee, Damian Black CEO, Procurement Director, Marketing Director, the Director

of Finance and the Café Operations Manager, to discuss the project initiation report

you have developed.



Your assessor will play the role of the steering committee during the role play.

During this meeting you are required to ask open and probing questions to ensure they

understand all aspects of your plan.

To prepare for the role play:

Review the Assessor Observation Report to ensure that you understand and address

all of the criteria listed. During the role play the Assessor will complete the Observation

Report to confirm the skills and knowledge being demonstrated.

Ensure that you address all criteria listed below and that your responses are clear,

detailed and reflect the appropriate tone and vocabulary for the context.

The simulation with your Assessor must be 30 minutes in duration.

The assessor will need to observe you completing the following:

a. Discussing the points within the plan as part of the negotiation process

b. Negotiate and document the project objectives and outcomes expected (this

information will be needed to complete Question 3).

c. Discussing and negotiating for the governance structure detailed in your report.

d. Applying effective negotiation skills to obtain approval for the project

governance structure, objectives and outcomes documented in your report.

e. Applying effective communication skills to explain information clearly and

confirm the understanding by the management team (project steering

committee)


When you are ready to undertake the simulation, book a call with your Assessor

using the link here.

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

Once you have completed your role-play, continue working through this Learner

Assessment Pack.

2. Create a project charter document using the template here. You will need to apply the

objectives which were negotiated in the simulation with your Assessor.

3. Draft an email attaching the project charter to relevant authorities to seek approval to

proceed with the project.

4. Create a project management plan for all requirements for the project. Your plan must

be robust and detailed and include:

a. Project scope and charter

b. Project governance structure

c. Project time including schedule and key requirements for stage completion

including WBS

d. Project costs including budget

e. Project quality plan

f. Project human resources plan including roles and responsibilities

g. Project communications and stakeholder engagement plan

h. Project risk management plan including risk register and must include at least

interdependency and the impacts of the identified risks or constraints

i. Project procurement management plan including RFT/RFP and SOW for at least

one component of the project

j. Project monitoring, control and evaluation

k. Issues register

l. Change management process

m. Records management

n. Finalisation activities

o. Organisational policies and procedures applicable to the project

https://collegeforadultlearning.edu.au/assessment-submission/pre-assessment-submission/?uocid=a227F000000ZnAtQAK



6. Book a simulation call with your Assessor. You will now need to meet with the project

steering committee to discuss the project charter and management plan you have

developed. Your assessor will play the role of the steering committee during the role

play.


understand all aspects of your charter and plan, negotiate and seek approval to

proceed to implementation.









a. Discuss the key points within the project charter

b. Seek approval for the project charter

c. Discuss the key points in the project management plan

d. Seek approval for the plan

e. Applying effective communication skills to discuss, negotiate and obtain approval

to proceed with the implementation of the project charter and plan.


When you are ready to undertake the simulation, book a call with your Assessor

using the link here.

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

Once you have completed your role-play, continue working through this Learner

Assessment Pack.

Part B Project execution

1. With approval for the project plan and charter to proceed, you have been asked by

the steering committee to prepare a written report for the project sponsor.

Create a Word document titled: Project Strategy and address the following points in

detail:

a. The chosen methodology to disaggregate project objectives into achievable

project deliverables

b. Detailed information on the:

i. Project objectives

ii. project stages

iii. requirements for completion against client requirements

c. Based on the stages of the project, create a table which details:

i. Each stage of the project

ii. Estimated costs (you will need to conduct research to gain realistic

costings)

iii. Timelines

iv. Human resource needs

v. At least one constraint (based on your findings in the project planning

document)

2. Draft an email to relevant stakeholders to accompany your report seeking approval

for project to proceed.

3. Following the email sent to the stakeholders, the steering committee has requested a

report. Conduct the necessary research to create a Word document titled: Internal

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Environmental Report which outlines the organisation’s internal work environment

including:

a. An overview of three key organisational policies/procedures

b. An overview of the organisational culture and style

c. The geographic location and/or dispersion of stores

d. An overview of the process which will be followed to ensure the established

internal environment will be managed effectively

Scenario

The project has been approved but there are issues with operational staff at some of

the John Readings bookstores. The Café Operations Manager has come to you

seeking advice on how to manage the issues.

Some of the staff have heard about the issues in the Tasmanian stores. Due to delivery

issues the existing bookstore and café staff helped out to set up the café furniture. Staff

in the Victorian stores have held informal meetings to discuss their objections. They

have told the Café Operations Manager that they have severe misgivings about store

refurbishment process and the new look.

Existing café employees believe that the changes will erode the homelike feel of their

cafes and not be welcomed by regular customers. Other staff have applauded the

proposed change and see it as an opportunity to open up this innovative side of the

John Readings business to new customers.

Staff meetings have recently become very negative, with over-talking, and snide and

offensive remarks being bandied between staff. Two different "camps" appear to be

emerging, antagonistic to each other's stated positions and actively lobbying for support

from other quarters of the organisation.

4. Based on the case study, complete a project status report using the template

provided here titled: Project Status Report 1 and report on the issues in the case

study and how you manage them by addressing each point below in detail:

a. What are the likely competing needs and underlying motivations?



b. What would be your first step in addressing this issue and why?

c. What steps would you take to avoid escalation of the situation? Explain the steps

you would take along with why.

d. What outcomes would you like to achieve?

e. What support could you access within the organisation to assist you to deal with

this issue?

f. How can you ensure you have maintained established links to align project

objectives with organisational objectives? Why is that important when dealing

with this issue?

g. What are the risks for your project and the organisation if the conflict remains

unresolved?

5. Based on the case study, complete a project status report using the template

provided here titled: Project Status Report 2 and report on the issues in the case

study and how you manage them by addressing each point below in detail:

a. Analyse the impacts to the project and provide an updated risk register and

issues log.

b. Outline your findings regarding the re-opening of the stores and your

reasonings.

Scenario

Problems have occurred with the landscaping company which has been chosen to

provide the garden works nationally. The organisation has failed to deliver

installation on time and this is impacting on the re-opening schedule for stores.

A decision needs to be made on whether to re-open stores without gardens installed

and what risks and issues that this will pose.



6. For this task you need to email the two project status reports to all members of the

project steering committee. In your email provide a brief overview of each issue and

the recommendations you have made in each report to resolve each situation.

7. Based on the issues which were identified and addressed in Questions 4 and 5, you

need to provide an updated project plan which reflect the necessary changes.

For this task, make the necessary changes to the Project Plan you developed in Part

A of this assessment. Highlight the changes you have made so it is easy for the

Assessor to identify and submit the updated plan as evidence.

Part C Project finalisation


You have now completed the project and the steering committee has asked you schedule

a meeting to discuss the closing process.

Prior to this meeting you have been asked to prepare a project closure report for

discussion.

1. The project is being finalised and all associated activities need to be implemented.

Using the template provided here create a Project Closure Report addressing the

following points:

a. Identification and allocation of project finalisation activities

b. Process to ensure project products and associated documentation are prepared

for handover to Project Sponsor in a timely manner

c. Process to finalise all the required financial, legal and contractual obligations

d. Evaluation and project review assessments as input to future projects

2. Prepare a budget monitoring and review plan using the template here for the project to

date.

3. Prepare for project finalisation by conducting and documenting a minimum of four

activities required for project completion. You must provide screen shots as evidence

that you have completed each of your listed activities.




4. Book a simulation call with your Assessor. You will now need to meet with the project

steering committee to review the project closure report and confirm the finalisation of

the project. Your assessor will play the role of the steering committee during the role

play.


understand all aspects of the report.









a. Discussing the project finalisation activities in the report

b. Outlining the process followed to ensure project products and associated

documentation are prepared for handover to Project Sponsor in a timely manner

c. Providing an evaluation of the project success and provide input and suggestions

for improvement for future projects

d. Applying effective questioning and listening skills to determine if the committee

understand the information and to seek any additional input or feedback.

Now that you have completed your second assessment task, save your work and

continue on with Assessment Task 3.


Assessment Task 3 – Written Report

Task Description

For this assessment you are required to report on the project for:


Assessment Task 1

Assessment Task 2

Assessment Task 3



Managing Project

Procurement

Written

Report

NOTE: The work you complete for this assessment task follows on from Assessment Task 2.

Ensure you keep a hard copy of this completed assessment for future use.



assessment.



• BSBPMG518_Assessment_Task_3_ Written Report






You must submit:

● Project evaluation report.

Procedure

With the project finished the CEO has asked you to write an evaluation report and has

provided you with a series of points which need to be addressed. Ensure that you

appropriately identify the project you are discussing.

Create a Word document titled: Project Evaluation Report, list the headings below and detail

the following information:

1. Establish project and undertake project planning and design:

a. Describe the improvements you could make to your own performance in the

project planning phase,

b. How did you negotiate and document project objectives, outcomes and benefits?

c. Why is project governance important and how did you manage this process?

d. What methodology did you use to disaggregate project objectives into achievable

project deliverables?

e. What process did you use to analyse project interdependencies and impacts of

any identified constraints?

2. Execute project in a work environment:

a. How did you support the project team to achieve deliverables?

b. How did you create a positive, inclusive and productive workplace culture in your

team?

c. How did the workplace culture you established assist project team members to

deliver on their responsibilities?

d. How did you ensure project objectives were aligned to organisational objectives

during the life of the project?


e. What negotiations were you involved in during the life of the project? Why is

successful negotiation important in project management?

f. What conflicts did you need to manage during the life of the project and how did

you resolve these?

3. Manage project control:

a. How can you improve the change management processes you used within the

project?

b. Explain the role of communication, reporting and status updates during the life of

the project. What improvements could you make?

c. Explain how and when you would make modifications to project logs and

registers. Provide examples.

d. Identify three recommendations for input into future projects.

Now that you have completed all three assessment tasks, you are ready to

SUBMIT ALL your work for assessment.

Assessment Task 1

Assessment Task 2

Assessment Task 3



Managing Project

Procurement

Written

Report

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