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Evidence Guide: BSBPMG511A - Manage project scope

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

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BSBPMG511A - Manage project scope

What evidence can you provide to prove your understanding of each of the following citeria?

Conduct project authorisation activities

  1. Develop and confirm procedures for project authorisation with an appropriate authority
  2. Obtain authorisation to expend resources
  3. Confirm project delegations and authorities in project governance arrangements
Develop and confirm procedures for project authorisation with an appropriate authority

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain authorisation to expend resources

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm project delegations and authorities in project governance arrangements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Define project scope

  1. Identify, negotiate and document project boundaries
  2. Establish measurable project benefits, outcomes and outputs
  3. Establish a shared understanding of the desired project outcomes with relevant stakeholders
  4. Document scope-management plan
Identify, negotiate and document project boundaries

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish measurable project benefits, outcomes and outputs

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish a shared understanding of the desired project outcomes with relevant stakeholders

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document scope-management plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage project scope-control process

  1. Implement agreed scope-management procedures and processes
  2. Manage the impact of scope changes within established time, cost and quality constraints according to change-control procedures
  3. Identify and document scope-management issues and recommend improvements for future projects
Implement agreed scope-management procedures and processes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage the impact of scope changes within established time, cost and quality constraints according to change-control procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and document scope-management issues and recommend improvements for future projects

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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:

demonstrating scope management for a project of sufficient complexity

knowledge of scope-management plans, tools, issues and likely challenges.

Context of and specific resources for assessment

Assessment must ensure:

access to workplace documentation used to document and manage project scope

consideration of feedback from project stakeholders regarding the management of project scope.

Method of assessment

A range of assessment methods should be used to assess practical skill 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

oral or written questioning to assess knowledge of strategies for managing project scope and their application in different situations

analysis of responses in addressing case studies and scenarios that present project scope-management issues and problems

observation of demonstrated techniques in negotiating changes to scope

review of scope-management plan

assessment of documentation related to scope-management issues and recommended improvements.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.

Required Skills and Knowledge

Required skills

literacy skills to interpret and analyse complex project plans and documentation

negotiation skills to address changes to scope with a range of stakeholders

planning and organising skills to:

monitor scope

respond to potential and actual changes

problem-solving and analytical skills to address project scope-management issues and challenges.

Required knowledge

components of a project scope-management plan

factors likely to impact on project scope

formal change-control processes

methods for measuring work outcomes and progress against plans

methods for segmenting and documenting a work breakdown structure

problem areas likely to be encountered in scope management

procedures for reporting scope change

project life cycle and the significance of scope management

project management tools used for managing scope

role and responsibilities of the project manager in relation to project planning

types of project initiation documentation.

Range Statement

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 authorisation may:

already have been decided before involvement of the project manager

be in the form of a scope statement briefly explaining why the project has been formed, what it hopes to achieve and how success will be measured

be required at a number of critical review points during the project.

Appropriate authority may include:

client, owner, sponsor, senior executive or other individual or group vested with the authority to make decisions regarding the project

having the capacity to make decisions regarding commitment of funds, resources and priorities.

Project delegations and authorities may include:

consultative expectations

degree of line authority with project team

finance expenditure limits

procurement delegations

required organisational procedures.

Boundaries may include:

assumptions

constraints

exclusions

inclusions

principal work activities

product specification

project deliverables

project objectives

scope of works

work breakdown structure.

Relevant stakeholders may include:

clients

decision makers

internal and external parties

sponsors

team members.

Scope management may include:

determining that a scope change has occurred or is about to occur

identifying and reporting scope creep

identifying factors influencing changes to scope

implementing agreed scope changes

monitoring and reporting the effect of scope changes on other areas and on achievement of project objectives

refining scope progressively throughout the project life cycle

seeking authorisation for changes to project scope.

Change-control procedures may include:

formal agreements, for example contracts, subcontracts and memoranda of understanding

major elements of the project likely to change, for example design, engineering and finance

project documentation, including plans, schedules, statements, directives, guidelines and instructions.