Assessor Resource

BSBPMG417A
Apply project life cycle management processes

Assessment tool

Version 1.0
Issue Date: May 2024


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 assist in implementing project management life cycle processes.

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

Prerequisites

Not applicable.

Employability Skills

This unit contains employability skills.



Evidence Required

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 project establishment processes

documenting charter and project management plan

maintaining various project registers and logs

preparing project reports

undertaking impact analysis

undertaking project finalisation activities.

Context of and specific resources for assessment

Assessment must ensure access to:

project documentation, which includes information about participation in life cycle processes.

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 scenarios

oral or written questioning to assess knowledge of project life cycle processes relevant to the industry sector and project context

assessment of contribution to project life cycle processes.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.

Submission Requirements

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)

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 interpret potentially complex project plans and documentation

numeracy skills to conduct forecasting

planning and organising skills to:

plan, monitor and respond to project issues

measure progress against agreed plans

teamwork and communication skills to liaise with other members of the project team

technology skills to use software common to work office products for documentation and analysis.

Required knowledge

basic project governance models

project finalisation and evaluation products

project life cycle stages, phases and structures relevant to industry and project context

project planning documents and format relevant to industry and context

types of organisational documentation of strategies and goals

types of project initiation documentation, including charter documentation

types of project logs and registers in use in the industry sector and context.

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:

client or customer requirements

concept proposal

contract documentation

executive team instructions

feasibility study

output from prior project.

Broader organisational strategies and goals may include:

market focus

organisation mission statement

strategy plans

values and ethics.

Objectives, outcomes and benefits may include:

expected benefits to be achieved for organisation

measurable project product statement

short and long-term outcomes for the organisation.

Project governance structure may include:

boards, committees, working groups, reference groups, advisory groups, sponsors, project managers, project team members and stakeholders

identified authority levels assigned to groups and individuals

issue-escalation procedures

project organisation chart

statements of roles for project management bodies and participants.

Project charter may include:

approvals and sign-off

broad scope and project boundaries

broad stakeholder identification

consolidated project initiation documentation (PID)

documented objectives

high-level product deliverables

high-level risk assessment

project assumptions and constraints

project brief or proposal

project mandate

source of project authority

terms of reference.

Project deliverables may include:

definable product, service or document

discrete components of the overall project outputs

specified products of the project

time, quality and cost.

Associated plans and baselines may include:

communications plan (stakeholders and information)

human resources plan

procurement plan

project budget

project schedule

quality-management plan

risk plan

scope-management plan.

Status reports may include:

client progress reports

internal or external

regular consolidated reports to project authority

reports under contractual obligations

specific budget and schedule reports.

Impact analysis may include:

assessment against project quality requirements

forecasting against triple constraints (scope, time and cost)

review of project baselines against proposed change.

Project logs and registers may include:

change log

correspondence log

daily log

issues log

non-conformance log

quality log

risk register

task completion log

version control log.

Project finalisation activities may include:

completing financial transactions

consolidating and storing project data

documenting outstanding project issues

obtaining or providing certifications

preparing final project reports

updating organisation knowledge management.

Associated documentation may include:

'as built' design specifications

certificates, guarantees, indemnities and warranties

product or service specifications

user, training and installation manuals.

Project review assessments may include:

benefits realisation review

outcomes evaluation

post-implementation review

project lessons learned.

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
Identify and clarify project initiation documentation where required 
Establish the relationship between the project and broader organisational strategies and goals 
Assist in negotiating and documenting project objectives, outcomes and benefits 
Assist in establishing the project governance structure 
Assist in drafting a project charter for approval 
Support the disaggregation of project objectives into achievable project deliverables 
Assist in identifying project stages, and key requirements for stage completion 
Identify project milestones and map clearly against time and objectives 
Assist in consolidating associated plans and baselines in the project management plan 
Support negotiation with relevant stakeholders and project authority to gain approval of project plan 
Maintain and update records against project deliverables and plans at required intervals 
Prepare status reports on project progress and identified issues 
Assist with undertaking an impact analysis of proposed changes to the project 
Maintain relevant project logs and registers accurately and regularly to assist with project audit 
Update associated plans to reflect project progress against baselines and approved changes 
Assist with project finalisation activities where required 
Prepare project products and associated documentation for handover to client 
Assist in completing financial, legal and contractual obligations where required 
Contribute perspectives on project performance to assist with project review assessments 

Forms

Assessment Cover Sheet

BSBPMG417A - Apply project life cycle management processes
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I declare that the assessment tasks submitted for this unit are my own work.

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Assessment Record Sheet

BSBPMG417A - Apply project life cycle management processes

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

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Overall assessment result: Competent Not yet competent

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