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Evidence Guide: BSBPMG815 - Manage portfolio communications and change

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

 

BSBPMG815 - Manage portfolio communications and change

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

Apply portfolio metrics, measurement and report

  1. Develop and review a portfolio communications strategy, for use by portfolio staff
  2. Capture and manage information on projects and programs that comprise the portfolio and their status using a portfolio management information system
  3. Verify progress reports to executive management show achievement or non-achievement toward strategic objectives
  4. Communicate project selection criteria and project selection model throughout the organisation
  5. Integrate portfolio data collection processes and systems into organisational processes and systems
Develop and review a portfolio communications strategy, for use by portfolio staff

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Capture and manage information on projects and programs that comprise the portfolio and their status using a portfolio management information system

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Verify progress reports to executive management show achievement or non-achievement toward strategic objectives

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Communicate project selection criteria and project selection model throughout the organisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Integrate portfolio data collection processes and systems into organisational processes and systems

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Undertake stakeholder engagement and management

  1. Develop and implement process for organisational strategic management planning team to interact with executive management
  2. Consider internal and external stakeholder needs in portfolio mix
  3. Verify the organisation fosters a culture of continuous improvement and of open internal disclosure of appropriate portfolio information
Develop and implement process for organisational strategic management planning team to interact with executive management

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Consider internal and external stakeholder needs in portfolio mix

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Verify the organisation fosters a culture of continuous improvement and of open internal disclosure of appropriate portfolio information

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Communicate portfolio review outcomes

  1. Identify and communicate criteria to evaluate portfolio management success
  2. Forward portfolio management reports containing strategic information of portfolio status and progress to key project stakeholders according to task requirements
  3. Communicate projects selected for inclusion in and rejection from the portfolio along with the rationale for the decision
Identify and communicate criteria to evaluate portfolio management success

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Forward portfolio management reports containing strategic information of portfolio status and progress to key project stakeholders according to task requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Communicate projects selected for inclusion in and rejection from the portfolio along with the rationale for the decision

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 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.