Assessor Resource

BSBPMG810
Prioritise projects and programs

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to prioritise projects and programs within a portfolio. It covers the identification, strategic alignment and setting of priorities at the portfolio level.

A portfolio is the centralised management of one or more portfolios of projects, which includes identifying, prioritising, authorising, managing and controlling projects, programs and other related work, to achieve specific strategic business objectives.

The unit applies to individuals who operate at the strategic level within the organisation. Unlike projects or programs, a portfolio does not have a finite life, instead it is a continuous process and requires regular tending to ensure the portfolio remains in balance and is consistent with the strategic objectives of the organisation.

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:

for at least one portfolio of work, identify programs, undertake strategic alignment of projects to organisational objectives, and prioritise projects.

In the course of the above, the candidate must:

develop a program and project register

negotiate and document minutes of meetings demonstrating agreement to portfolio evaluation criteria

prepare a portfolio charter

apply the organisational prioritisation model for projects and programs

map and provide solutions for dependency between projects and programs.

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:

formalised tools and processes to capture and collate information

project and program priorities and categories

level of detail captured on each project and program and methods to record and manage

steps in an organisational prioritisation method

review and decision-making processes used to determine the alignment of projects and programs to various strategic themes

examples of how internal and external environmental factors are considered in projects and programs.

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:

workplace documentation and resources relevant to performance evidence

feedback from stakeholders, which reflects how prioritisation was managed for a portfolio.

Assessors of this unit 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:

for at least one portfolio of work, identify programs, undertake strategic alignment of projects to organisational objectives, and prioritise projects.

In the course of the above, the candidate must:

develop a program and project register

negotiate and document minutes of meetings demonstrating agreement to portfolio evaluation criteria

prepare a portfolio charter

apply the organisational prioritisation model for projects and programs

map and provide solutions for dependency between projects and programs.

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:

formalised tools and processes to capture and collate information

project and program priorities and categories

level of detail captured on each project and program and methods to record and manage

steps in an organisational prioritisation method

review and decision-making processes used to determine the alignment of projects and programs to various strategic themes

examples of how internal and external environmental factors are considered in projects and programs.

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:

workplace documentation and resources relevant to performance evidence

feedback from stakeholders, which reflects how prioritisation was managed for a portfolio.

Assessors of this unit 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
Identify proposed, planned, active or inactive projects and programs in the organisation 
Identify project sponsor and project approval status of all identified projects 
Capture macro-level project and program information for every project and program within the project portfolio 
Implement ongoing identification and capture of project and program information 
Align and objectively score projects and programs against organisational strategic objectives 
Identify and assess key drivers, internal and external sources of impact for projects and programs within the portfolio 
Assess projects and programs for alignment with strategic objectives 
Highlight and flag projects and programs that do not align to one or more strategic objective for further analysis 
Categorise projects and programs according to each strategic objective 
Identify, document and review organisational prioritisation methods 
Agree on prioritisation criteria for project portfolio assessment with executive stakeholders 
Prioritise projects and programs based on their alignment 

Forms

Assessment Cover Sheet

BSBPMG810 - Prioritise projects and programs
Assessment task 1: [title]

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

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Result: Competent Not yet competent

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Assessment Record Sheet

BSBPMG810 - Prioritise projects and programs

Student name:

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

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

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