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Evidence Guide: BSBPMG816 - Manage portfolio resources

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

 

BSBPMG816 - Manage portfolio resources

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

Assess portfolio resources capacity

  1. Identify project and program resources based on resource forecasts
  2. Capture a baseline of existing and proposed resources
  3. Review, identify and assess the resource capacity of the organisation according to task requirements
  4. Develop, review and update a portfolio resource strategy based on the status of projects and programs in the portfolio
Identify project and program resources based on resource forecasts

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Capture a baseline of existing and proposed resources

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review, identify and assess the resource capacity of the organisation according to task requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop, review and update a portfolio resource strategy based on the status of projects and programs in the portfolio

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess skills and experience

  1. Capture and maintain details of human resource skill sets and experience
  2. Capture and maintain human resource availability and utilisation information
  3. Highlight human resource deficiencies and strengths and factor these into the organisational workforce and development plans
  4. Implement strategies to resolve human resource deficiencies and imbalances
  5. Assess readiness for change and identify impacts of change
Capture and maintain details of human resource skill sets and experience

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Capture and maintain human resource availability and utilisation information

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Highlight human resource deficiencies and strengths and factor these into the organisational workforce and development plans

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement strategies to resolve human resource deficiencies and imbalances

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess readiness for change and identify impacts of change

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assign project and program resources

  1. Allocate resources optimally based on organisational strategic priority of projects and programs within the portfolio
  2. Forecast the impact on the organisation of project and program resource allocation and utilisation against plans
  3. Identify and investigate resource gaps and conflicts
  4. Take appropriate action to resolve the identified resource constraints according to organisational strategic priorities
Allocate resources optimally based on organisational strategic priority of projects and programs within the portfolio

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Forecast the impact on the organisation of project and program resource allocation and utilisation against plans

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and investigate resource gaps and conflicts

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Take appropriate action to resolve the identified resource constraints according to organisational strategic priorities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Coordinate and prioritise resources

  1. Coordinate cross-organisational resource assignment to support prioritised projects and programs
  2. Reallocate resources from projects/programs cancelled or put on hold
Coordinate cross-organisational resource assignment to support prioritised projects and programs

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Reallocate resources from projects/programs cancelled or put on hold

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 resources on at least one occasion.

In the course of the above, the candidate must:

undertake skills assessment and identify solutions

optimise human resource allocation across projects and programs

prepare resource utilisation calculations from collection techniques.

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:

human resource allocation models

strategic human resource management approaches

factors for consideration in a review and a portfolio strategy update, including considering the organisations resource constraints

requirements to coordinate cross-organisational resource assignment including:

risk requirements

quality requirements

calculation and distribution based on supply and demand concepts

workforce planning methods

the application of strategic resource management and planning.