BSB50215 Diploma of Business
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BSB51415 Diploma of Project Management
BSBPMG522
Undertake project work
Task 2- Project Plan and Role Plays
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Candidate Instructions
Purpose of this Assessment task
This assessment task is designed to test your skills in undertaking project work as required by the unit
BSBPMG522 Undertake project work. Your trainer/assessor will be assessing your work and provide you
with constructive feedback on Canvas. This task will assess your skills to:
 Define project
 Develop project plan
 Administer and monitor project
 Finalise project
 Review project.
In this assessment you will analyse the provided case provided, undertake research in the topics
presented, conduct 2 role-plays to demonstrate your skills and provide report to your Trainer. By
successfully completing this Case Study you will provide the required performance evidence of your
competence in undertaking project work.
What are you required to do to undertake this Case Study?
You should carefully read the provided Case Study; its additional documents provided on Canvas and
undertake all questions. The task includes: (i) Analysing the case (ii) Undertaking required research (iii)
Role playing and (iv) Reporting.
To successfully undertake this assessment, you should be doing the following:
 Read the provided Case Study couple of times and understand its requirements
 Clarify the requirements with your trainer and assessor, if you are not sure
 Research appropriate websites as directed by your trainer/assessor
 Self-reflect and practice the 2 role-play before you record them and upload them on Canvas
 Discuss with your trainer/assessor the contents of the report you will be presenting
Context and conditions of undertaking the tasks?
The prescribed tasks will be undertaken by you after carefully analysing the case scenarios. Your
trainer/assessor will provide you a context to role-play the scenario. Your trainer will also provide you
guidance on the websites to be researched. Your trainer/assessor may also set certain conditions under
which you will perform the tasks required by this assessment. For example, your trainer may set a time
limit to perform a task or, ask you to repeat a task or, ask you to give additional information about the
performance by asking you some verbal questions or, they may prescribe you some new conditions to
undertake certain tasks.
Given your personal conditions, your trainer/assessor should also be able to make some reasonable
adjustments in undertaking the tasks of this assessment. You should check with your trainer/assessor
about the conditions under which the tasks should be completed, and the possible adjustment they can
make in undertaking these tasks.
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
What specific WHS requirements may be involved?
This assessment will require you to be aware of the standard Workplace Health and Safety requirements
e.g. Workplace Health and Safety Act and Workplace Health and Safety Legislation Your trainer/assessor
will advise you on these and other legislative requirements.
Tasks and frequency of performance
Details of the tasks to be undertaken in this assessment are provided in the attached Case Study. The
tasks listed in that document must be performed at least once. The role-play question should involve at
least 2 team members.
Getting Started
The assessment may be re-attempted on two further occasions (maximum three attempts in total). All
assessments must be resubmitted 3 days within receiving your unsatisfactory grade. You must clearly
indicate “Re-submission” on your resubmitted work.
You must complete all questions unassisted by the assessor or other personnel but may refer to reference
material as may be needed. All questions must be answered satisfactorily for the assessment to be
completed satisfactorily.
For any assessment conducted that is incomplete, or without satisfactory performance, the assessment
will need to be completed again after further training support. This may be simply to focus on question
areas not achieved in the prior assessment.
Submitting your assessment
When you are ready to submit your assessments, upload the files in Canvas via the submission tab. It is
important that you keep a copy of all electronic assessments submitted to Canvas. Please submit all
assessment components.
Word count
In this assessment some of the questions include a word count. This is a guideline only, but your answers
should not vary substantially (i.e. +/- 10%) from the word count provided. Microsoft Word includes a
word count tool.
Objective
To test the required application skills in undertaking project work.
Assessment Cover Sheet
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Candidate name:
Trainer’s Name:
Date Submitted:
Candidate declaration: I declare that:
 I have read and understood all the information provided in relation to
the assessment requirements to complete this unit, the instructions and
the purpose and processes of undertaking this assessment task
 This assessment is my own work and where other’s works or ideas have
been borrowed, I have appropriately referenced or acknowledged them
 I understand that plagiarism is a serious offence that may lead to
disciplinary action.
Candidate signature:
Task Description
For this assessment you are required to undertake a straightforward project, which includes
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
developing a project plan, administering and monitoring the project, finalising the project
and reviewing the project to identify lessons learned for application in future projects.
You must complete this assessment based on this stimulated organisation: Australian
Hardware Store Case Study. You can access all their supporting documents by clicking here:
http://australianhardware.simulations.australiantrainingproducts.com.au/
The intranet tab on this site will direct you to the relevant Australian hardware documents.
A range of other documents are also within this intranet page and provide valuable
background information about the operation of the business.
Simulated Scenario – Australian Hardware Store
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
You have recently been appointed as the Store Manager of the Australian Hardware
Newcastle store.
You and the COO (Chief Operating Officer) have discussed opportunities for you to make an
impact and improvements in relation to how the Newcastle store operates. An area for
improvement that has been previously identified by the Human Resources Manager is
around developing policies and procedures for your store. You have noticed the Wollongong
store has already implemented policies and procedures which have made a positive
operational impact on the store. These policies and procedures only require minor
amendments before they can be utilised in your store. As these policies and procedures will
be new to staff, it will be essential communicate these changes, as well as to organise and
provide training to all staff.
To support you in developing and implementing the policies and procedures you have
decided to develop a project plan, which will assist you with planning, monitoring and
implementing your project.
The project will include:






Amending Wollongong policies and procedures to suit the Newcastle store
Creating a Newcastle Store section on the company Intranet
Publishing policies and procedures to the Intranet
Communicating the policies and procedures to staff
Organising and providing training to all staff
Collecting feedback from staff on new policies and procedures
The project will not include:


Collecting feedback from staff on training
Reviewing policies and procedures to identify whether further changes are required
You have spoken to the Newcastle store about the project that they undertook, and they
have advised you that you are likely to encounter competing priorities between HR and
department managers as department managers do not like to take their staff away from
serving customers in order to attend training.
Part A - Project plan
You are required to demonstrate your ability to create a project plan. The project plan must
incorporate all the project plan specifications within the project plan template in Appendix
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
1. Your completed project plan will be approximately 1000 words in length. All completed
reports and evidence must be uploaded into Canvas once completed.
Project title
Change the Wollongong’s Polices/procedures to introduce Newcastle store’s
operations.
Project purpose
It will be necessary to change Wollongong's policies and procedures to fit the
Newcastle store. In addition, the venture plans to make a segment of the
Newcastle store on the organization's website. In this space, this task aims to
distribute the new arrangements on site, so as to convey to all employees the
strategies and techniques. Finally, this task aims to prepare strategies and
methods. After that, the last reason for this venture will be to gather team
information identified with the new approaches and methodology.
Relationship to other related projects
It does not have any other similar purpose.
Project objectives

Mission
Create policies and procedures that help the organization achieve its current
mission. The purpose of this project is to write policies and procedures that
lead the company to fulfill its current mission.

Goals
Make new procedures and policies that lead the company to achieve all its
operational objectives. For example, policies and procedures will help to make
changes or incorporate new systems.

Objectives
Create new objectives looking for improvements about current systems and
operations.

Operations
Allow workers to perform their operations with better results by following new
policies and procedures.

Organisational structure
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Australian hardware store in Newcastle hopes to have a better definition of its
current organizational structure.
Scope (include key deliverables and documentation)
In scope







Communicate policies and procedures to staff
Change Wollongong policies and procedures to fit Newcastle store
Organization and training of all employees
Creating a Newcastle Store section on the company intranet
Publishing policies and procedures on the intranet
Communicate policies and procedures to staff
Get team feedback on new policies and procedures.
Out of scope
 Review policies and procedures to identify if additional
changes will be needed.
 Collect team feedback on training.
Assumptions
Starting this project, it is expected enough budget ability to address all costs. In
addition, the organization is expected to have offices and foundations to create
and execute all exercises identified with the company. Finally, it is expected
that there will be a typical understanding between board and staff to make
changes to current strategies and methods.
Constraints
 Australia's hardware organization may face cash
problems; In this way, the venture could be influenced.
 There may be a change proposal beyond the project scope
that may affect the project.
 Project management staff may have matching issues.
 Project cost may exceed expectations; therefore, there
may be the possibility that there are not enough economic
resources to cope with project costs.
Key People

Project client/owner:
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Australia Hardware Newcastle Store

Project sponsor:
Australia Hardware COE

Stakeholders:




Suppliers
COE Australia Hardware company
Project management team
Australia Hardware Newcastle Store – Manager

Project Manager (you):
Jane Watson (Manager)

Project team members:







Project manager
Financial manager
Human resource manager.
IT Manager
IT Systems
Training manager
Content manager
Responsibilities and reporting schedule
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Communication
method
Item
Milestone date
Responsibility
Changes of polices
and procedure for
Newcastle store
23/8/2020
Jane Watson
Communication
(Project Manager) will be done by
meetings and
letters.
Creating a
Newcastle Store
section on the
company Intranet
20/9/2020
Jane Watson
Communication
(Project Manager) will be done by
meetings and
letters.
Publishing policies
and procedures to
the Intranet
05/11/2020
Jane Watson
Communication
(Project Manager) will be done by
meetings and
letters.
10/11/2020
Communicating
the policies and
procedures to staff
Jane Watson
Communication
(Project Manager) will be done by
meetings and
letters.
Organising and
providing training
to all staff
9/01/2021
Collecting
feedback from
staff on new
policies and
procedures
14/04/2020
Communication
will be done by
meetings and
letters.
Jane Watson
Communication
(Project Manager) will be done by
meetings and
letters.
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Resource and cost plan
Deliverable/Milestone/Phase
Resource
Cost
Training schedule
Staff, office
equipment and
budget.
Staff, office
equipment and
budget.
Staff, office
equipment and
budget.
Staff, office
equipment and
budget.
Staff, office
equipment and
budget.
Staff, office
equipment and
budget.
$170
Program
Hardware Store Section
Online Modification
Employee communication
COO address to staff
$100
$300
$90
$50
$150
Risk Management Plan
Risk
Level(high/medium/low)
Management strategy
Some team members do not
get training information
Medium
Keep all employees informed
by email and inquire with the
support of store managers to
communicate training to their
juniors.
Make the store manager
responsible for providing
training to the employees who
did not attend eliminating the
Some employees do not attend High
training
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Trainers are not available on
date for training
need for providing same
training to them again.
Check the schedule of the
coach schedule to make sure
they are available on the
planned date. Keep a backup
instructor ready with training
requirements so that he can
be called in an emergency to
take up training.
Avoid: Run a check on all
equipment’s and electronics
required in training to see if
they are working fine before
training. Make immediate
alternate arrangements in
case of any equipment failure
Medium
Technical issues during training Medium
Communications and reporting
Stakeholder
Information required
When required
Suppliers
Contract
COE Australia
Hardware
company
Australia
Hardware
Newcastle Store –
Manager
Project
management
team
Project
deliverables and
status
Activities of the
project
Initiation phase of Emails
the project
During the
Emails
project
Performance
Format
During the
project
Emails
During the
project
Emails
Applicable legislation and regulations (using Australian legislative framework)
Legislation/Regulations
How they apply to the implementation of
the project plan
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
The Racial Discrimination Act 1975 There must not be racial or racist
behaviours when executing the
project.
Sex Discrimination Act 1984
There must not be harassment or
abuses when doing the project
activities.
Appendices
Project approvals
Add any signatures that are required for approval to proceed to the next phase.
Jane Watson
Project Manager
Australia Hardware Store
Project Sponsor
Newcastle Store
Project Client/Owner
Other
Work breakdown Structure
Level 1
Level 2
Level 3
Task 1
Hardware Store Section
Sub-task 1.1
Online Modification
Work item 1.1.1
Employee communication
Work item 1.1.2
Work item 1.1.3
Sub-task 1.2
Work item 1.2.1
Work item 1.2.2
Work item 1.2.3
Task 2
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
COO address Staff
Sub-task 2.1
Training schedule
Work item 2.1.1
Program execution
Work item 2.1.2
Work item 2.1.3
Sub-task 2.2
Work item 2.2.1
Work item 2.2.2
Project Sponsor: Newcastle Store
Version: 1
Project Client: Australia
Date:
Hardware Store
20/11/2020
Project Manager: Jane Watson
File Name:
06f7c37ccbfd3209b
0854df6906ad51f2
fbdccb9.docx
Page x of y
Work breakdown structure
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Gantt chart
To use a Gantt chart, list the activities and tasks in column A, select an appropriate time interval days, weeks
or months), allocate the dates to columns B onwards and plot the expected time duration (total time from start
to completion) under the appropriate column by selecting shading from the cells. When you wish to provide a
status report, simply colour or shade in black those items that are completed or estimate the percentage
complete. This will give you an immediate visual representation as to whether or not you are on schedule. You
can add extra columns for assignment of responsibilities etc. For small projects, a Gantt chart can be created as
a spreadsheet.
Activity/Tas
1
k
2
3
4
5
6
7
8
9
10
Hardware
Store
Section
Online
Modification
Employee
Communica
tion
COO address
staff
Training
schedule
Program
Execution
Project
Sponsor:
Newcastle
Store
Version: 1
Date: 20/11/2020
Project Manager: Australia
Hardware Store
File Name:
06f7c37ccbfd3209b0854df6
906ad51f2fbdccb9.docx
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
8
Resources and budget
Project Name: Change the Wollongong’s Polices/procedures to introduce
Newcastle store’s operations.
Income
Incl GST
$800
Total income
Expense
Training schedule
Program
Hardware Store Section
Online M.
Employee communication
COO address staff
Subtotal
Contingency (+10%)
TOTAL
Project Sponsor: Newcastle Store
Project Manager:
Jane Watson
Excl GST
1044
Incl GST
Excl GST
$170
$150
$100
$80
$300
$280
$50
$50
$50
$150
$130
$820
$740
$880
$798
$880
$798
Project Client: Australia
Version: 1
Date:
Hardware Store
20/11/2020
File Name:
Page x of y
06f7c37ccbfd3209b0
854df6906ad51f2fbd
ccb9.docx
Record keeping
State the location and timeframe in relation to maintaining all records for the project plan.
Part B – Project planning meeting
Conduct a project planning meeting with at least two participants from your project team.
You are required to record a 3–5-minute video file of the planning meeting. This recording
must show an extract of you and your team discussing and determining the following:
a) project objectives
b) project purpose
c) relationship to other projects
d) scope of the project
In your video file, you must include the following:
☐
Evidence of participating in verbal discussions with your team using clear and appropriate
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
☐
☐
language
Seeking information from your team by asking relevant questions from at least two (2)
participants to encourage their input into project planning and to confirm their
understanding of project objectives
Use of listening skills to demonstrate an understanding of the questions presented by your
team (e.g. summarising questions and statements to confirm understanding)
Part C - Clarification email
Your project team identified an issue in relation to the scope of the project. They believe
that feedback should be within the scope of the project. Draft an email to your manager
seeking clarification as to whether this can be included in the project. At the same time, you
will need to confirm with your manager whether this project is related to any other projects
being undertaken by the organisation.
To:
Send
Manager
From:
Jane Watson
Subjec
t
Scope’s Change
Dear Sir
After discussing with the project team, it has been identified that within the
scope of the project, feedback from training given to employees should be
included. In this order, I am typing this email to hear your consideration of
this requirement. In the same vein, I would like to know if there are any
other projects related to our current project.
Kind regards,
Jane Watson
(Project Manager)
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Part D: Project monitoring and implementation
To demonstrate successful monitoring and implementation of the project, you must collect
and prepare all reports and items of evidence specified for this part, using the provided
templates Appendix 2.
You will need to provide support for the project team with regards to their specific needs,
ensuring the quality of the expected outcomes of the project and documented timelines.

Provide evidence of record-keeping in the form of at least three status reports for
management (and other relevant stakeholders) at progress intervals of 25%, 50% and
75% during the project, using the templates provided.

Outline the support that team members may require over the life of the project.
Provide an example of how you would provide that support regarding specific needs
to ensure that the quality of the expected outcomes of the project and documented
timelines are met.

Outline examples of when and how the communication and risk-management plans
would be used in the project plan. Provide evidence of implementing communication
and risk-management plans.

Summarise the deliverables the project plan needs to achieve and by what time they
need to be achieved.

Outline three examples of what might cause the deliverables to not be achieved.
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Item
Conducting
reviews of
the store’s
policies and
procedures
Amend the
policies of
Wollongong
Store
Work
completed
to date
1.1 Obtain
the policy
statements
Milestone
date
Status Report – 25%
Revised Budgeted Revised
/ actual
cost
/ actual
date
cost
Responsibility
Human resource manager
1.2 Scope
Identification
1.3 Make
suggestions
for changes
in Newcastle
store policies
and on
website
2.1 List
Amendment
s
Human resource manager
2.2 Add a
new section
on the
website for
the
Newcastle
store
2.3 Make
policy
amendments
on website
3.1 Update
documents
Project manager
Inform the
staff of the
Wollongong
about
amendments
Project Sponsor: Newcastle Store
Human resource manager
Project manager
Project manager
Project manager
Version: 1
Date:
Project Client: Australia Hardware Store
20/11/2020
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
File Name:
06f7c37ccbfd3209b
0854df6906ad51f2
fbdccb9.docx
Project Manager: Jane Watson
Item
Work
completed to
date
Develop
4.1 gather
training
training
program
requirements
4.2 create
training
schedule
4.3 develop
training plan
5.1 Assign
Trainers
Arrangements 5.2 Prepare
for
Presentation
5.3 Make
arrangements
for Venue
Status Report – 50%
Milestone Revised Budgeted
date
/ actual
cost
date
Project Sponsor: Newcastle Store
Page x of y
Revised
/ actual
cost
Responsibility
Project manager,
Trainer manager.
Project manager,
Trainer manager.
Project manager,
Trainer manager.
Project manager,
Trainer manager.
Project manager,
Trainer manager.
Project manager,
Trainer manager.
Version: 1
Date:
Project Client: Australia Hardware Store
20/11/2020
Project Manager:
File Name:
06f7c37ccbfd3209b
0854df6906ad51f2
fbdccb9.docx
Jane Watson
Item
Work
Status Report – 75%
Milestone Revised/ Budgeted
Page x of y
Revised
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Responsibility
Execute
training
session
completed
to date
6.1 Give
staff details
of training
6.2 Ensure
employees
attend
training
6.3 Conduct
the training
program
Project Sponsor:
Newcastle Store
Project Manager:
Jane Watson
date
actual
date
cost
/ actual
cost
10 June
2020
HR Manager
9 July
2020
HR Manager
10 August
2020
Training
manager
Version: 1
Date:
Project Client: Australia
Hardware Store
File Name:
06f7c37ccbfd3209b0
854df6906ad51f2fbd
ccb9.docx
Page x of y
Record-keeping
All project-related records will be kept for a minimum of 5 years at the Human Resources
Office. In addition, all records will also be kept in the Cloud (Dropbox) for the same period,
with the possibility of extending this period if deemed necessary.
Some records created for this project were Training Plan Description, Training Plan Resources
and Budget, Approval Related Memos, Risk Management Plan, Gantt Chart, Status Reports.
Support for team members
Implementation of the Training Plan would not be possible without the authorization and
support of Company Directors, Department Managers and the team for which this Project
was designed. A clear example of the importance of this support throughout Project
implementation could be the advice given by Manager Wollongong. Without his support,
the Project would not have gone further, as it was the policies and procedures of his Lodge
that inspired the creation of this project.
Communication and Risk Management Plan
The risk management plan is critical throughout the project as it allows the project manager
to monitor risks while the project is being executed. In addition, communication channels
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
are a crucial part of taking risk avoidance measures, as the project manager can implement
one of the strategies or resources if something does not happen as originally planned.
Deliverables
Amending Wollongong policies and procedures to suit the Newcastle store.
Achieved.
Creating a Newcastle Store section on the company Intranet. Achieved.
Publishing policies and procedures to the Intranet. Achieved.
Communicating the policies and procedures to staff. Achieved.
Organising and providing training to all staff. Achieved.
Collecting feedback from staff on new policies and procedures. Not achieved
within the time frame Project due to a technological issue to upload a
survey in the Intranet where the feedback would be asked.
Complete this template:
Legislation
How it applies to the implementation of the
project plan
Sex Discrimination Act 1984
There must not be harassment or abuses
when doing the project activities.
The Racial Discrimination Act 1975 There must not be racial or racist
behaviours when executing the project.
Part E: Project finalisation
Using the provided templates, complete the following project finalisation processes,
including all specified sections and details.
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
1. Conduct a project review meeting with at least two participants from your project
team. You are required to record a 3–5-minute audio/video file of the review
meeting. This recording must show an extract of you and your team discussing and
determining the following:
a) Whether objectives and deliverables were achieved
b) What worked well
c) Lessons learned
In your video file, you must include the following:
Evidence of participating in verbal discussions with your team using clear and
☐
appropriate language
Seeking information from your team by asking relevant questions from at least two
☐
(2) participants to encourage their input into the project review
Use of listening skills to demonstrate an understanding of the lessons learned by
☐
your team (e.g. summarising statements to confirm understanding)
2. A signed-off Project Closure report. The report must specifically address finalised
financial records, how the project documentation will be archived and the transition
plan for team members to new or previous roles.
3. Document and evaluate the outcomes of the post implementation review and
prepare a report identifying opportunities for improvement.
4. Draft an email to send the finalisation document to stakeholders outlining how the
decision was made in relation to opportunities for future improvements.
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Post-project review report
Name of project: Change the Wollongong’s Polices/procedures to introduce
Newcastle store’s operations
Date & location of meeting:20/11/2020
Names of attendees:







Project manager
Financial manager
Human resource manager.
IT Manager
IT Systems
Training manager
Content manager
1. Overview by project manager: (summary of highlights and achievements, etc.)
 There was a successful achievement of all activities of
the project.
2. Review by team of the course goals, objectives/deliverables
Met
Missed
Partially
met
Comments
Project goal – Manage projects
X
Objectives / deliverables
Hardware Store Section
X
Online Modification
X
Employee Communication
X
COO address staff
X
Success criteria
Budget
X
Risk’s managed
X
Milestone on time
X
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Schedule/duration of course
1 Month
X
Budget/value for money
3. What worked well; what could have gone better?
What worked well
Would could be improved
New schedule
Training delivery
Store section
New Policy
Training delivery
4. Lessons learned
Budget was a big job. One of the most difficult to control.
5. Next steps / improvement plans / what could you do better in your workplace?
Consult with an expert to build a better project.
6. Archiving of records
The records created for this project were Training Plan Description, Training Plan Resources
and Budget, Memorandums related to approvals, Risk Management Plan, Gantt Chart,
Status Reports and they all will be kept for a minimum of 5 years at the Human Resources
Office. Additionally, they will be kept at the cloud (Dropbox) for the same period.
7. Transition plan for project team members
Non applicable
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Project Costs
Describe the actual performance of the project against the project budget.
Resource
Original budget
Revised budget
Final actual budget Variance
Physical and
no physical
resources.
$740
$740
$740
$58
Follow on Activities
This section should cover the various activities required to close the project. Where relevant,
the sub-sections should include:
Follow-on activities
Responsibility
Date
End of the project
Project manager
15/06/ 2020
Prepared By Jane Watson.
([Job Title])
Approved By _Australia Hardware
([Job Title])
Approval Date 15/06/2020
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
To:
From:
Send
Subjec
t
Manager
Jane Watson
PROJECT DONE
Dear Sir
This is an email to let you know the project was delivered on time, therefore I have
provided details about the closure at all. If you have further questions, please let me
know.
Kind Regards,
Jane Watson.
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Appendix 1
Project Plan
Project Title
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
1. Project title
The name or title of your project.
2. Project purpose
The purpose/reason for your project.
3. Relationship to other related projects
If your project is related to other projects, include this here. If it is not, please mark - not applicable.
4. Project objectives
The project objectives should be aligned to the organisation’s strategic context, including:
 Mission
 Goals
 Objectives
 Operations
 Organisational structure
Ensure that you outline the organisation’s mission, goals, objectives and operations and how the project relates
to them.
5. Scope (include key deliverables and documentation)
In scope:
Out of scope:
6. Assumptions
7. Constraints
8. Key People
Include a short explanation of how each of the key people contributed to the development of this project plan.
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au

Project client/owner:

Project sponsor:

Stakeholders:

Project Manager (you):

Project team members:
9. Responsibilities and reporting schedule
Using the information, you generated in the work breakdown structure (WBS), update the schedule below.
Item (Task)
Milestone date
Responsibility
Communication
method
10. Resource and cost plan
Resource planning is where you determine what resources (people, equipment and materials) and what
quantities of each should be used to perform activities. Once the resources have been determined, estimate
the project costs. Include a more detailed resource and cost plan in the Appendices if required.
Deliverable/Milestone/Phase
Resource
Cost
11. Risk Management Plan
Your risk management plan should include WHS/OHS considerations where appropriate (using Australian
legislative framework).
Risk
Level (high/medium/low)
Management strategy
12. Communications and reporting
Include a high-level communications plan here. The communications plan should reflect the organisation’s
structure and reporting requirements.
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Stakeholder
Information required
When required
Format
13. Applicable legislation and regulations (using Australian legislative framework)
Legislation/Regulations
How they apply to the implementation of the project plan
14. Appendices
List the Appendices that are attached to your project plan, for example:

work breakdown structure

Gantt chart

budget and resource allocation

Record keeping
15. Project approvals
Add any signatures that are required for approval to proceed to the next phase.
Project Manager
Project Sponsor
Project Client/Owner
Other
Work breakdown structure
A work breakdown structure (WBS) in project management is a tool used to define and group the project's
work tasks in a way that helps organise and define the total work scope for the project. The WBS is a dynamic
tool and can be revised and updated as needed by the project manager.
Level 1
Level 2
Level 3
Task 1
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Sub-task 1.1
Work item 1.1.1
Work item 1.1.2
Work item 1.1.3
Sub-task 1.2
Work item 1.2.1
Work item 1.2.2
Work item 1.2.3
Task 2
Sub-task 2.1
Work item 2.1.1
Work item 2.1.2
Work item 2.1.3
Sub-task 2.2
Work item 2.2.1
Work item 2.2.2
Project Sponsor:
Project Manager:
Version: 1
Project Client:
Date:
File Name:
Page x of y
R&R.doc
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Gantt chart
To use a Gantt chart, list the activities and tasks in column A, select an appropriate time
interval days, weeks or months), allocate the dates to columns B onwards and plot the
expected time duration (total time from start to completion) under the appropriate
column by selecting shading from the cells. When you wish to provide a status report,
simply color or shade in black those items that are completed or estimate the
percentage complete. This will give you an immediate visual representation as to
whether you are on schedule. You can add extra columns for assignment of
responsibilities etc. For small projects, a Gantt chart can be created as a spreadsheet.
Activity/Ta
sk
Project
Sponsor:
1
2
3
Version: 1
Date:
Project Manager:
4
5
6
7
8
9
10 8
9
Project Client:
File Name: Gantt.doc
Page x of y
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
13 14 15
Resources and budget
Project Name:
Income
Incl GST
Excl GST
Total income
Expense
Incl GST
Excl GST
Subtotal
Contingency (+10%)
TOTAL
Project Sponsor:
Project Manager:
Version: 1
Project Client:
Date:
File Name:
Page x of y
RiskPlan.doc
Record keeping
State the location and timeframe in relation to maintaining all records for the project plan.
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Appendix 2
Scheduling and Assignment of Tasks
Explain how you have monitored the tasks in your Gantt chart and taken corrective action to maintain the
project on schedule and within budget.
Status Reports
Status reports needs to be produced for management and any other relevant stakeholders at 25%, 50% and
75% during the project.
Item
Work
completed
to date
Project Sponsor:
Status Report – 25%
Milestone Revised/ Budgeted
date
actual
cost
date
Version: 1
Date:
Project Manager:
Item
Work
completed
to date
Project Sponsor:
Project Manager:
Revised/
actual
cost
Project Client:
File Name:
06f7c37ccbfd3209b08
54df6906ad51f2fbdcc
b9.docx
Status Report – 50%
Milestone Revised/ Budgeted
date
actual
cost
date
Version: 1
Date:
Responsibilit
y
Page x of y
Revised/
actual
cost
Responsibility
Project Client:
File Name:
Page x of y
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Item
Work
completed
to date
Project Sponsor:
Status Report – 75%
Milestone Revised/ Budgeted
date
actual
cost
date
Version: 1
Date:
Project Manager:
Revised
/ actual
cost
Responsibility
Project Client:
File Name:
06f7c37ccbfd3209b0
854df6906ad51f2fbd
ccb9.docx
Page x of y
Record-keeping
Explain or provide evidence of the record-keeping systems that you have set up for the
project. This should include what has been done and any software applications used (e.g.
Microsoft Project, Microsoft Excel, etc.).
List some of the records that were created during the lifecycle of the project.
Support for team members
Explain or provide evidence of the support that team members may require over the life of
the project. Provide an example of how you would provide that support and the outcome
you would expect to see. Is there some training that the staff will require?
Communication and Risk Management Plan
Give examples of when and how the communication and risk-management plans would be
used in the project. Provide evidence of how you have implemented the communication and
risk management plans.
Deliverables
Summarise the deliverables for your project.
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Outline some examples of what might cause any of your deliverables to not be achieved.
Provide evidences of achieving project deliverables.
Complete this template:
Legislation
How it applies to the implementation of the project plan
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
Project Closure
Post-project review report
Name of project:
Date & location of meeting:
Names of attendees:
8. Overview by project manager: (summary of highlights and achievements, etc.)
9. Review by team of the course goals, objectives/deliverables
Met
Missed
Partially
met
Comments
Project goal – Manage projects
Objectives / deliverables
Success criteria
Schedule/duration of course
Budget/value for money
10.
What worked well; what could have gone better?
What worked well
What could be improved
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
11.
Lessons learned
12.
Next steps / improvement plans / what could you do better in your
workplace?
13.
Archiving of records
14.
Transition plan for project team members
PROJECT CLOSURE REPORT APPROVALS
Project Costs
Describe the actual performance of the project against the project budget.
Resource
Original budget
Revised budget
Final actual budget Variance
Record the cost
items for the project
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au
The amount
difference
between the
Revised
Budget and
the Actual
Budget
Follow on Activities
This section should cover the various activities required to close the project. Where relevant,
the sub-sections should include:
Follow-on activities
Responsibility
Date
List any activities that need
completing or further work.
Record the Area/Person responsible
for following up that activity.
Record the date the activity
requires action.
Prepared By __________________________________
([Job Title])
Approved By __________________________________
([Job Title])
Approval Date __________________________________
Video Recording
Don’t forget to upload on Canvas the 2-digital recording:
1. Project planning meeting (Recording 1 as per Part B)
2. Project review meeting (Recording 2 as per Part E)
If you are completing this unit Face to face you do not need to upload your role play. You
must however conduct it in class as scheduled by your Trainer.
If you have uploaded your recording to YouTube or another external source, provide the link
and access code (if applicable) here:
Business College at International House
RTO Code: 9809 CRICOS 02623G
Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022
3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000
info@ihBC.edu.au| www.ihBC.edu.au