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