Assessor Resource

BSBPMG636
Manage benefits

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to manage the attainment of program benefits. It includes ensuring that benefits are identified and realised when and as expected.

The unit applies to individuals who are program managers and those managing a suite of projects (a program). They operate within assigned authority levels, are responsible for their own performance and sometimes the performance of others.

Individuals in this role may be operating within an organisation, a business or working as a consultant.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

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


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 candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage benefits for a program of work.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

components of different benefit delivery models

qualitative and quantitative data to assess project and program performance against plans

techniques used in decision making theory and analysis applied to benefits assessment

types and definition of program benefits

workplace identification and documentation of program benefits

relationship between program delivery and benefits realisation approaches

forecasting program benefits realisation.

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

access to examples of program workplace documentation related to attaining program benefits

feedback from stakeholders, which reflects how benefits management was managed for a program.

Assessors must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

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.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage benefits for a program of work.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

components of different benefit delivery models

qualitative and quantitative data to assess project and program performance against plans

techniques used in decision making theory and analysis applied to benefits assessment

types and definition of program benefits

workplace identification and documentation of program benefits

relationship between program delivery and benefits realisation approaches

forecasting program benefits realisation.

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

access to examples of program workplace documentation related to attaining program benefits

feedback from stakeholders, which reflects how benefits management was managed for a program.

Assessors must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.
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
Analyse benefits and their alignment to organisational objectives 
Define and communicate expected short- and long-term benefits and trade-offs with key stakeholders 
Assess project and program performance against respective plans 
Monitor and evaluate internal and external program contexts for circumstances that may require changes to the expected benefits 
Define and confirm benefit dependencies with key stakeholders 
Devise and agree benefits delivery approach with key stakeholders considering impact of the benefit on risk management, issues management, and change control 
Assign ownership of benefits delivery 
Review confirm and update benefits measurement approach and benefits delivery approach 
Assess deliverables from constituent projects according to benefits measurement approach 
Measure and report progress toward delivery of expected benefits with key stakeholders 
Evaluate and communicate benefits against established projects delivery plan 
Assess and record lessons learned throughout projects and communicate to pertinent stakeholders 
Address variances in delivery of expected benefits 

Forms

Assessment Cover Sheet

BSBPMG636 - Manage benefits
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

BSBPMG636 - Manage benefits

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: