This unit applies to a project practitioner working in a project support role.

The individual may be operating in a large or small organisation and applying skills in the context of enterprise projects.

The project practitioner may be part of a project team under the direction of a project manager, or may work as part of a smaller scale self-directed team.

This unit has generic application to a range of industries and organisations and a range of projects, from simple to complex.

In the context of this unit a project is defined as involving:

a practical and comprehensive project plan

a documented communications strategy

a detailed project budget

strategic engagement with stakeholders

a risk, issues and change-management methodology

a quality plan with assurance and control processes

a supportive team-based environment.

The functions performed in project work, where formal project management methodology is not the main focus, are covered by BSBPMG522A Undertake project work.

This unit describes the performance outcomes, skills and knowledge required to contribute to the control of a project's scope by assisting with identifying its objectives, deliverables, constraints, assumptions and outcomes; and by applying controls once the project has commenced.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Not applicable.

This unit contains employability skills.

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit	Evidence of the following is essential: contributing to monitoring and control of project scope recording project scope-management plan interpreting project initiation documentation for the purposes of documenting project scope.
Context of and specific resources for assessment	Assessment must ensure: access to project documentation, which includes information about project scope.
Method of assessment	A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit: direct questioning combined with review of portfolios of evidence and third-party workplace reports of on-the-job performance by the candidate analysis of responses addressing different project scope-management scenarios oral or written questioning to assess knowledge of strategies for managing project scope and their application to different situations.
Guidance information for assessment	Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Required skills

literacy skills to:

document agreed components of scope-management plan

interpret potentially complex project plans and documentation

report on project progress as required

numeracy skills to:

measure and control project scope

review project timeframes and deliverables

learning skills to identify training requirements necessary for effective consultation and scope management

planning and organising skills to:

measure progress against agreed objectives

monitor and respond to compliance issues

self-management skills to manage multiple tasks and ensure project progresses on time

teamwork and communication skills to liaise with other members of the project team on a range of project scope-management issues and challenges.

Required knowledge

components of a project scope-management plan

factors likely to impact on project scope

formal change-control processes

methods for measuring work outcomes and progress against plans

methods for segmenting and documenting a work breakdown structure

procedures for reporting scope change

types of project initiation documentation.

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Project initiation documentation may include:	approved project charter or mandate business case changes to internal or external organisations, legislation and/or regulations documentation accessed through various accessibility modes feasibility study minutes of management or executive decisions organisation strategic and business plans outcomes and recommendations of associated projects.
Project objectives and requirements may include:	specifications for products and/or services statements in measurable format.
Project deliverables may include:	discrete products, outputs and services defined in the project scope high-level aggregations in the work breakdown structure.
Scope-management plan may include:	activities and tasks in the work breakdown structure constraints, assumptions and exclusions deliverables high-level risk identification key personnel preferred work organisation project benefits and outcomes project objectives.
Relevant project authority may include:	other body or person with delegated authority under project governance arrangements project manager project steering committee
Change-control procedures may include:	adjusting project scope documentation in response to scope changes approved by relevant authority identifying and monitoring designated elements of the project scope likely to change identifying and monitoring pressures that may influence scope creep maintaining scope change documentation for project audit.
Performance-measurement procedures may include:	using tools and techniques to manage and measure project progress in terms of time and resources.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice	Yes	No	Comments/feedback
Review project initiation documentation and assist in identifying project objectives and requirements
Contribute to identifying project deliverables
Contribute to identifying measurable outcomes to enable evaluation of project performance
Contribute to developing and documenting the scope-management plan
Assist in obtaining agreement to scope from relevant project authority
Undertake work according to agreed project scope-management plan and by using established change-control procedures and performance-measurement procedures
Communicate instances of non-compliance with overall scope to the project manager and other team members
Measure progress to determine potential, perceived and actual scope changes
Appropriately report scope changes
Assist in the review of project outcomes to determine the effectiveness of initial and subsequent scope-management approaches

Assessment Cover Sheet

BSBPMG409A - Apply project scope-management techniques

Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

BSBPMG409A - Apply project scope-management techniques

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: