Assessor Resource

BSBPMG521A
Manage project integration

Assessment tool

Version 1.0
Issue Date: May 2024


This unit applies to those responsible for managing and leading a project in an organisation, business or as a consultant.

The project manager operates within assigned authority levels, and is responsible for own performance and the performance of others.

The project manager may undertake the work in the context of an organisational program and/or portfolio of projects.

This unit has generic application for projects in a range of industries, organisations and contexts.

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

a comprehensive, detailed and integrated project management plan

a formal communications plan

a dedicated and project-based budget

formal and planned engagement with a wide range of stakeholders

a documented risk, issues and change-management methodology

a quality plan with assurance and control processes

a project team-based environment.

This unit describes the performance outcomes, skills and knowledge required to integrate and balance the 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 the project objectives to comply with organisational goals, strategies and objectives.

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:

identifying and aligning project with organisational objectives

conducting project establishment processes

managing preparation of a project management plan for a project of sufficient complexity to demonstrate the full range of performance requirements

ensuring project registers and logs are maintained

analysing project reports

undertaking impact analysis

preparing strategy for project finalisation.

Context of and specific resources for assessment

Assessment must ensure access to:

project documentation, which includes information about participation in life cycle and integration 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 management of the 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

decision-making skills between competing interests and priorities

literacy skills to interpret and develop complex project plans and documentation

negotiating skills to work with stakeholders and project authorities on agreed plans and processes

numeracy skills to conduct complex forecasting

planning and organising skills to:

plan, monitor and respond to project issues

measure progress against agreed plans

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

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

time-management skills to ensure priorities are addressed.

Required knowledge

project governance models

project knowledge areas

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

types of organisational documentation for strategies and goals.

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:

agreed project management framework

agreed project methodology

client or customer requirements

concept proposal

contract documentation

executive team instructions

feasibility study

life cycle approval gateways

output from prior project.

Broader organisational strategies and goals may include:

market focus

organisational mission statement

strategy plans

values and ethics

Objectives, outcomes and benefits may include:

expected benefits to be achieved for organisation and business

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 stakeholder identification

consolidated project initiation documentation (PID)

documented objectives

high-level product deliverables

high-level risk assessment

project assumptions and constraints

project mandate

source of project authority.

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.

Project management functions involve all nine functions:

communications

cost

human resources

procurement and contracting

project integration

quality

risk

scope

time.

Triple constraints include:

cost

scope and quality

time.

Project management plan may be:

a covering document that integrates the planning requirements of the nine functions of project management

in single or multiple document format.

Integrates may include:

decisions that:

determine comparative value

evaluate competing interests

make trade-offs

processes and activities that:

combine

coordinate

define

identify

unify

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.

Internal work environment may include:

organisational policy and procedures

organisational culture and style

physical working conditions

geographic location and/or dispersion

team dynamics.

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

daily log

issues 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, clarify and prepare project initiation documentation 
Identify the relationship between the project and broader organisational strategies and goals 
Negotiate and document project objectives, outcomes and benefits 
Negotiate the project governance structure with relevant authorities and stakeholders 
Prepare and submit project charter for approval by relevant authorities 
Establish and implement a methodology to disaggregate project objectives into achievable project deliverables 
Identify project stages and key requirements for stage completion against client requirements and project objectives 
Analyse project management functions to identify interdependencies and the impact of the triple constraints 
Develop a project management plan that integrates all project-management functions with associated plans and baselines 
Establish designated mechanisms to monitor and control planned activity 
Negotiate approval of project plan with relevant stakeholders and project authority 
. Manage the project in an established internal work environment to ensure work is conducted effectively throughout the project 
. Maintain established links to align project objectives with organisational objectives throughout the project life cycle 
. Within authority levels, resolve conflicts that may negatively affect project objectives 
. Ensure project records are updated against project deliverables and plans at required intervals 
. Analyse and submit status reports on project progress and identified issues with stakeholders and relevant authorities 
. Analyse and submit impact analysis on change requests for approval where required 
. Maintain relevant project logs and registers accurately and regularly to assist with project audit 
. Ensure associated plans are updated to reflect project progress against baselines and approved changes 
. Identify and allocate project finalisation activities 
. Ensure project products and associated documentation are prepared for handover to client in a timely manner 
. Finalise financial, legal and contractual obligations 
. Undertake project review assessments as input to future projects 

Forms

Assessment Cover Sheet

BSBPMG521A - Manage project integration
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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

BSBPMG521A - Manage project integration

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

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