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Evidence Guide: BSBPMG813 - Govern the portfolio

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

 

BSBPMG813 - Govern the portfolio

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

Undertake governance activities

  1. Prepare a portfolio charter, which clearly establishes portfolio governance and management roles, authorities, approval limits, responsibilities and the scope of portfolio control
  2. Apply disciplined governance arrangements, supported by appropriate methods and controls, to projects and programs within the portfolio
  3. Implement business strategy
  4. Record and communicate decisions made at authorisation points
  5. Support executive management to ensure appropriate independent assurance of projects/programs occurs
Prepare a portfolio charter, which clearly establishes portfolio governance and management roles, authorities, approval limits, responsibilities and the scope of portfolio control

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply disciplined governance arrangements, supported by appropriate methods and controls, to projects and programs within the portfolio

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement business strategy

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record and communicate decisions made at authorisation points

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Support executive management to ensure appropriate independent assurance of projects/programs occurs

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor governance processes

  1. Communicate required portfolio updates with portfolio stakeholders according to task and organisational requirements
  2. Review the portfolio charter
  3. Evaluate project performance against criteria for reporting project status
  4. Identify areas for improvement
Communicate required portfolio updates with portfolio stakeholders according to task and organisational requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review the portfolio charter

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate project performance against criteria for reporting project status

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify areas for improvement

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:

establish governance over a portfolio on at least one occasion.

In the course of the above, the candidate must:

prepare a portfolio charter

apply a decision-making matrix with suitable criteria

determine a suitable governance model to a portfolio context

define suitable decision-making authorities and delegations

prepare governance documentation and reports.

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:

governance mechanisms established in the portfolio

project, program and corporate governance models

appropriate methods and controls, for supporting disciplined governance arrangements

methods to incorporate legislative, regulatory or business requirements and changes into portfolio management decisions and controls

content and requirements of approved plans

features of efficient delegated authorisation body decision-making including:

sufficient representation

competence

authority

resources to enable bodies to make appropriate decisions

link between portfolio governance mechanisms and those used in projects/programs

suitable methods to communicate the governance requirements to subordinates

how portfolio decisions are made and supported.