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Evidence Guide: BSBPMG812 - Manage and review portfolio performance

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!

From the Wiki University

 

BSBPMG812 - Manage and review portfolio performance

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

Program and project delivery oversight

  1. Align the portfolio review cycle with appropriate project or program review points
  2. Review project and program performance against respective plans and measure performance against continuously captured qualitative and quantitative data
  3. Monitor the portfolio against projects or programs key objectives and benefits
  4. Flag projects and programs not achieving planned performance for review and further investigation
  5. Make recommendations to change projects or programs included in the portfolio
Align the portfolio review cycle with appropriate project or program review points

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review project and program performance against respective plans and measure performance against continuously captured qualitative and quantitative data

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor the portfolio against projects or programs key objectives and benefits

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Flag projects and programs not achieving planned performance for review and further investigation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Make recommendations to change projects or programs included in the portfolio

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Portfolio continuous improvement

  1. Review and improve project identification and approval
  2. Assess portfolio value and contribution to strategic priorities through the monitoring and review of key performance indicator measures
  3. Apply lessons learned into the project selection, prioritisation and portfolio balancing processes
Review and improve project identification and approval

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess portfolio value and contribution to strategic priorities through the monitoring and review of key performance indicator measures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply lessons learned into the project selection, prioritisation and portfolio balancing processes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Benefits management and realisation

  1. Prepare and update portfolio delivery map showing the key timings and inter-dependencies between projects and programs and the associated benefits to be produced
  2. Manage the portfolio according to organisational objectives
Prepare and update portfolio delivery map showing the key timings and inter-dependencies between projects and programs and the associated benefits to be produced

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage the portfolio according to organisational objectives

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Required Skills and Knowledge

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 and review portfolio performance on at least one occasion.

In the course of the above, the candidate must:

identify how the portfolio can be continuously improved

apply types of qualitative and quantitative data and other metrics that can be used to determine project performance

determine and map cross project/program dependencies

respond to signs and symptoms of project/program failure and underperformance.

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:

portfolio review matrix, including the collection of qualitative and quantitative data and other metrics

cross project or program dependency map

use of the portfolio review document

project or program performance report or audit

use of the portfolio delivery map.