Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

BSBPMG815 Mapping and Delivery Guide
Manage portfolio communications and change

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency BSBPMG815 - Manage portfolio communications and change
Description
Employability Skills
Learning Outcomes and Application This unit describes the skills and knowledge required to manage communications and change within a portfolio. It covers portfolio metrics, data collection and measurement, stakeholder involvement and communication.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.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.

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 communication and change was managed within a portfolio.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.
Prerequisites/co-requisites
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Apply portfolio metrics, measurement and report
  • Develop and review a portfolio communications strategy, for use by portfolio staff
  • Capture and manage information on projects and programs that comprise the portfolio and their status using a portfolio management information system
  • Verify progress reports to executive management show achievement or non-achievement toward strategic objectives
  • Communicate project selection criteria and project selection model throughout the organisation
  • Integrate portfolio data collection processes and systems into organisational processes and systems
       
Element: Undertake stakeholder engagement and management
  • Develop and implement process for organisational strategic management planning team to interact with executive management
  • Consider internal and external stakeholder needs in portfolio mix
  • Verify the organisation fosters a culture of continuous improvement and of open internal disclosure of appropriate portfolio information
       
Element: Communicate portfolio review outcomes
  • Identify and communicate criteria to evaluate portfolio management success
  • Forward portfolio management reports containing strategic information of portfolio status and progress to key project stakeholders according to task requirements
  • Communicate projects selected for inclusion in and rejection from the portfolio along with the rationale for the decision
       


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 portfolio communications and change on at least one occasion.

In the course of the above, the candidate must:

undertake executive briefings and presentations on the portfolio management approach

prepare and deliver executive briefings on the portfolio status

prepare portfolio reports showing component project/program performance

document minutes of portfolio review meetings

provide advice explaining why projects have been included or excluded from the portfolio.

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:

examples of project, program and business level reporting

influence of organisational politics on portfolio performance

importance of negotiation and influencing skills

principles of change management as applied to a portfolio.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, 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.
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
Develop and review a portfolio communications strategy, for use by portfolio staff 
Capture and manage information on projects and programs that comprise the portfolio and their status using a portfolio management information system 
Verify progress reports to executive management show achievement or non-achievement toward strategic objectives 
Communicate project selection criteria and project selection model throughout the organisation 
Integrate portfolio data collection processes and systems into organisational processes and systems 
Develop and implement process for organisational strategic management planning team to interact with executive management 
Consider internal and external stakeholder needs in portfolio mix 
Verify the organisation fosters a culture of continuous improvement and of open internal disclosure of appropriate portfolio information 
Identify and communicate criteria to evaluate portfolio management success 
Forward portfolio management reports containing strategic information of portfolio status and progress to key project stakeholders according to task requirements 
Communicate projects selected for inclusion in and rejection from the portfolio along with the rationale for the decision 

Forms

Assessment Cover Sheet

BSBPMG815 - Manage portfolio communications and change
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

BSBPMG815 - Manage portfolio communications and change

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: