BSBPMG522 Learner Guide V1.0.pdf - BSBPMG522 Undertake project work Learner Guide Page |2 BSBPMG522 Undertake project work Learner Guide Page |3

BSBPMG522 Learner Guide V1.0.pdf - BSBPMG522 Undertake...

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BSBPMG522 - Undertake project work Learner Guide
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P a g e | 2 BSBPMG522 Undertake project work Learner Guide
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P a g e | 3 BSBPMG522 Undertake project work
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P a g e | 4 Table of Contents Table of Contents ......................................................................................................................... 4 Unit of Competency ........................................................................................................................ 7 Performance Criteria ....................................................................................................................... 8 Foundation Skills ........................................................................................................................... 10 Assessment Requirements ............................................................................................................ 11 Housekeeping Items ......................................................................................................................... 13 Objectives ......................................................................................................................................... 13 1. Define project ........................................................................................................................ 14 1.1 - Access project scope and other relevant documentation ........................................................ 15 Project scope ................................................................................................................................. 15 1.2 - Define project stakeholders ...................................................................................................... 18 Stakeholders ................................................................................................................................. 18 Activity 1A ..................................................................................................................................... 20 1.3 - Seek clarification from delegating authority of issues related to project and project parameters ........................................................................................................................................ 21 Delegating authority ..................................................................................................................... 21 Activity 1B ..................................................................................................................................... 23 1.4 - Identify limits of own responsibility and reporting requirements ........................................... 24 Responsibility and reporting ......................................................................................................... 24 1.5 - Clarify relationship of project to other projects and to the organisation's objectives ............. 26 Project relationships ..................................................................................................................... 26 Activity 1C ..................................................................................................................................... 27 1.6 - Determine and access available resources to undertake project ............................................ 28 Resources ...................................................................................................................................... 28 Human resources .......................................................................................................................... 29 Activity 1D ..................................................................................................................................... 30 2. Develop project plan .............................................................................................................. 31 2.1 - Develop project plan in line with the project parameters ....................................................... 32 Project plans ................................................................................................................................. 32 Timelines ....................................................................................................................................... 33 Work breakdown structure ........................................................................................................... 33 2.2 - Identify and access appropriate project management tools .................................................... 35
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P a g e | 5 Project management skills ............................................................................................................ 35 Activity 2A ..................................................................................................................................... 40 2.3 - Formulate risk management plan for project, including Work Health and Safety (WHS) ........ 41 Risk Management ......................................................................................................................... 41 Activity 2B ..................................................................................................................................... 44 2.4 - Develop and approve project budget ....................................................................................... 45 Project budgets ............................................................................................................................. 45 Activity 2C ..................................................................................................................................... 48 2.5 - Consult team members and take their views into account in planning the project ................ 49 Consulting with teams .................................................................................................................. 49 Activity 2D ..................................................................................................................................... 51 2.6 - Finalise project plan and gain necessary approvals to commence project according to documented plan .............................................................................................................................. 52 Finalising plans .............................................................................................................................. 52 Activity 2E ...................................................................................................................................... 54 3. Administer and monitor project .............................................................................................. 55 3.1 - Take action to ensure project team members are clear about their responsibilities and the project requirements ........................................................................................................................ 56 3.2 - Provide support for project team members, especially with regard to specific needs, to ensure that the quality of the expected outcomes of the project and documented time lines are met .................................................................................................................................................... 56 Supporting team members ........................................................................................................... 56 Activity 3A ..................................................................................................................................... 61 3.3 - Establish and maintain required record keeping systems throughout the project .................. 62 Record keeping ............................................................................................................................. 62 Project Status Report .................................................................................................................... 64 Activity 3B ..................................................................................................................................... 68 3.4 - Implement and monitor plans for managing project finances, resources and quality ............ 69 Monitoring the project ................................................................................................................. 69 Activity 3C ..................................................................................................................................... 70 3.5 - Complete and forward project reports as required to stakeholders ....................................... 71 Project reports .............................................................................................................................. 71 3.6 - Undertake risk management as required to ensure project outcomes are met ...................... 75 Risk management .......................................................................................................................... 75 Treating risks ................................................................................................................................. 81
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P a g e | 6 Activity 3D ..................................................................................................................................... 82 3.7 - Achieve project deliverables ..................................................................................................... 83 Project deliverables ....................................................................................................................... 83 Activity 3E ...................................................................................................................................... 87 4. Finalise project ....................................................................................................................... 88 4.1 - Complete financial record keeping associated with project and check for accuracy ............... 89 Complete records .......................................................................................................................... 89 Project closing ............................................................................................................................... 89 4.2 - Ensure transition of staff involved in project to new roles or reassignment to previous roles 92 Staff assignments .......................................................................................................................... 92 4.3 - Complete project documentation and obtain necessary sign-offs for concluding project ...... 93 Sign-offs ........................................................................................................................................ 93 Activity 4A ..................................................................................................................................... 95 5. Review project ....................................................................................................................... 96 5.1 - Review project outcomes and processes against the project scope and plan
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