BSBPMG522 Undertake project work Learner Assessment Workbook INFORMATION REGARDING THIS ASSESSMENT TOOL 1. General Information 2. Instructions for Students 3. Instruction for Assessors 4 Unit Outline 5. Assessments 6. Student Declaration 1. General Information about this Assessment Workbook Development of this Assessment Tool A Training and Assessment Strategy has been developed for the qualification that contains this unit. This Training and Assessment Strategy outlines the delivery and assessment methodology to ensure consistency with our scope and requirements under NVR regulations and legislations. Furthermore all assessments are written in line with the assessment guidelines of the relevant training package. A professional approach is applied to ensure that these assessment resources are current, valid, fair and flexible assessment tools that accurately relate to the elements and performance criteria to meet competency standards. This Assessment Tool has been reviewed to ensure it meets with the unit of competency evidence requirements. All resources comply with the appropriate training packages, released on www.training.gov.au To ensure they are kept current and fair they undergo several types of formal validation processes. These include: • Industry validation of our programs via an Industry Consultation committee • Industry validation of our assessment tools via an Industry Consultation committee • Trainer/ Assessor validations as scheduled in our programs register • Feedback from our clients and students is also encouraged to maintain currency and reflect any changes within the industry. General information about Assessment There is a combination of formative and summative approaches to assessment designed for a learning environment that enables simulation in workplace environments or employment seeking activities when required. The timeframe for assessment is outlined in each Training Program Outline that is issued and discussed at enrolment; and each student must complete the 'Student Declaration' to verify both their understanding of the unit assessment requirements and their readiness to proceed with the assessment process. Assessment needs to include the full expression of competency which includes assessment of knowledge, understanding, application and performance reliability.   Formative/Summative definitions: Formative Assessment: Provides feedback to both trainer and student about progress both of the course program and the individual. It does not necessarily contribute to formal outcomes, e.g. certification. Summative Assessment: Summative assessment is by contrast a high value function that evaluates against a standard; it does contribute to formal outcomes. Resources needed for the assessment The assessments are designed for general classroom delivery with access to: • A relevant simulated environment for the purposes of practical demonstration • Business technology and organisational processes where required - a computer with access to the internet, an email function and a word processing application will generally be provided for the completion of all assessments as required. Assessment process overview When you have completed all Assessments, and you have (if required) made a copy of your completed Assessments; it is time to submit the completed Assessment Workbook to your Assessor. Your Assessor will provide you with feedback, whether this is verbal or written responses, and a judgment of competency will be made. Reasonable Adjustment Students must apply for special consideration and make reasonable adjustment to assessment, as appropriate. Information regarding reasonable adjustment can be found in both the relevant program Training and Assessment Strategy (TAS) Reassessment Process Incomplete Assessments will result in Assessment Workbook being handed back to the student and marking of the respective Assessment(s) will not commence until the Assessment is completed. If there is a Not Satisfactory assessment outcome, the Assessor will discuss and provide feedback to the student on the area/s for improvement and confirm further requirements. At this time a mutually agreed future date for re-assessment will be set. Reassessment Process: • Each student is entitled to 2 assessment attempts at no additional cost • Each re-assessment attempt must be completed within a 48-96 hour maximum timeframe from the previous attempt. • Trainer/Assessor will provide direction to the student on the further learning required for next assessment attempt. • Assessor may apply reasonable adjustment to the subsequent assessment attempts if required • These 2 assessment attempts should be across a maximum period of 2 weeks • At the end of the second unsuccessful assessment attempt, a formal student/trainer counseling session will occur, to discuss the student's suitability to the learning program or fees for re-assessment may apply   2. Instructions to Students How you will be assessed / able to demonstrate competency for this unit To demonstrate competence in this unit you must satisfactorily meet the requirements of this Assessment Workbook. The Assessment Workbook represents 1 (one) complete record of evidence. The Assessment Workbook consists of several different Assessments that may include further pieces of evidence to be developed by the student. Each Assessment is reviewed by an Assessor and an outcome determined for each completed Assessment submission. Assessment Instructions for BSBPMG522 Undertake project work Four Assessment Tasks in this workbook must be completed for competency to be achieved in the unit Assessment 1- Case Study Using the workplace scenario information provided, you will determine the scope of a project and develop a portfolio of draft planning documentation to discuss with your Operations General Manager (the assessor). You will then negotiate aspects of the project with your assigned project team. Finally, you will submit final planning documentation for approval. Assessment 2 – Case Study Using the workplace scenario information provided, you will work collaboratively with your project team to administer and monitor a project (initiated, planned and discussed in Assessment Task 1) in order to achieve the project deliverables. Assessment-3- Research Project Following on from Assessment Tasks 1 and 2 and using the workplace scenario information provided, you will, drawing on consultation with your project team, complete financial record keeping, reassign staff to roles, complete project documentation for sign off and review project outcomes against project scope and plan. You will then produce a report on the project for stakeholders. Assessment 4 – Written Questioning The test will be of 60 minutes (Maximum) duration and comprises of short answers questions. This is an open book test, reference papers, notes, student workbook, past assignments can be used. You will need to be deemed satisfactory in all the given assessments to be competent in this unit Rules for Completing Assessments This Assessment Workbook must be completed in Black or Blue pen. White out must not be used. If you need to amend written information cross it out and rewrite the correct information. Additional sheets maybe attached if required. Assessment Length Where space/lines have been provided for responding to an Assessment you should not see the size of the space provided as a guide to the length of your answer. If you require extra room for a response, attach a separate page to this Assessment Workbook with the following points included – your name, date the response/s were made, the unit code and Assessment clearly indicated. How are the Outcomes for Assessments Assessed? Each Assessment within this Assessment Workbook will be given an outcome of either Satisfactory or Not satisfactory. What does this mean? Satisfactory Outcome: • The Assessor has reviewed the Assessment Workbook against the requirements of the Assessment and is satisfied that all requirements have been met. Not Satisfactory Outcome: • The Assessor has reviewed the Assessment Workbook against the requirements of the Assessment and is not satisfied that all requirements have been met. If you receive a Not Satisfactory outcome you will be given an opportunity to discuss and review with your Assessor the area/s for improvement and resubmit the individual Assessment as per Assessor's instructions. If you receive a Satisfactory outcome for the individual Assessment, then this outcome forms one part of the requirement used to form a final judgement of competency for this unit. How is Competency Achieved? Competency is achieved when you have (4) four satisfactorily completed Assessments within this Assessment Workbook. The Assessor, understanding the rules of evidence, is also able to make a determination of competency for you the individual student factoring the need for reasonable adjustment as required. Student Please Note: • There is zero tolerance for cheating and plagiarism • If you the student are found to have cheated on any forms of assessment, including plagiarism of another's work, you will be required to re-sit an alternative assessment under the supervision of an assessor to confirm competence in this unit. • You must satisfy the requirements for competency within this Assessment Workbook to achieve a competency outcome. You can make and keep copies of all work that you submit. (Optional) Evidence provided by you is retained for our records and not returned to you. 3. Instruction for Assessors Evidence Gathering/Collection required Assessment of a Unit of Competency is based on the review of the Assessments contained within this Assessment Workbook. This Assessment Workbook has been mapped to cover the specifics of the Unit of Competency as per the contents of the Training Package and includes: • Performance Evidence • Knowledge Evidence • Assessment Conditions It is also essential that assessment is conducted with the rules of evidence as a primary focus: • Authentic • Valid • Current • Sufficient How to make a judgement of competency using the Assessments Competency is achieved when you have a combination of (4) four satisfactorily completed Assessments within this Assessment Workbook. The Assessor, understanding the rules of evidence, is also able to make a determination of competency for you the individual student factoring the need for reasonable adjustment as required. Unit Outline Application This unit describes the skills and knowledge required to undertake a straightforward project or a section of a larger project. It covers developing a project plan, administering and monitoring the project, finalising the project and reviewing the project to identify lessons learned for application to future projects. This unit applies to individuals who play a significant role in ensuring a project meets timelines, quality standards, budgetary limits and other requirements set for the project. The unit does not apply to specialist project managers. For specialist project managers, the other units of competency in the project management field (BSBPMG) will be applicable. No licensing, legislative or certification requirements apply to this unit at the time of publication. Element Elements describe the essential outcomes Performance Criteria Performance criteria Describe the performance needed to demonstrate achievement of the element. 1. Define project 1.1 Access project scope and other relevant documentation 1.2 Define project stakeholders 1.3 Seek clarification from delegating authority of issues related to project and project parameters 1.4 Identify limits of own responsibility and reporting requirements 1.5 Clarify relationship of project to other projects and to the organisation's objectives 1.6 Determine and access available resources to undertake project 2. Develop project plan 2.1 Develop project plan in line with the project parameters 2.2 Identify and access appropriate project management tools 2.3 Formulate risk management plan for project, including Work Health and Safety (WHS) 2.4 Develop and approve project budget 2.5 Consult team members and take their views into account in planning the project 2.6 Finalise project plan and gain necessary approvals to commence project according to documented plan 3. Administer and monitor project 3.1 Take action to ensure project team members are clear about their responsibilities and the project requirements 3.2 Provide support for project team members, especially with regard to specific needs, to ensure that the quality of the expected outcomes of the project and documented time lines are met 3.3 Establish and maintain required recordkeeping systems throughout the project 3.4 Implement and monitor plans for managing project finances, resources and quality 3.5 Complete and forward project reports as required to stakeholders 3.6 Undertake risk management as required to ensure project outcomes are met 3.7 Achieve project deliverables 4. Finalise project 4.1 Complete financial recordkeeping associated with project and check for accuracy 4.2 Ensure transition of staff involved in project to new roles or reassignment to previous roles 4.3 Complete project documentation and obtain necessary sign-offs for concluding project 5. Review project 5.1 Review project outcomes and processes against the project scope and plan 5.2 Involve team members in the project review 5.3 Document lessons learned from the project and report within the organisation Foundation Skills This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance. Skill Performance Criteria Description Reading 1.1, 3.4, 3.5, 4.1, 4.3, 5.1  Organises, evaluates and critiques ideas and information from a range of complex texts Writing 2.1, 2.3, 2.6, 3.3, 3.5, 4.1, 4.3, 5.3  Develops plans, reports and recommendations using vocabulary, structure and conventions appropriate to text  Establishes and maintains records according to organisational requirements Numeracy 1.6, 2.4, 3.4, 4.1  Uses formal and some informal, oral and written mathematical language and representation to prepare and communicate budgetary and financial information Oral communication 2.5, 5.2  Participates in verbal discussions using clear language and appropriate features to present or seek information  Using listening and questioning skills to seek information and confirm understanding Navigate the world of work 1.3, 1.4, 2.3, 3.1, 4.3  Recognises and responds to organisational and legislative/regulatory requirements Interact with others 2.5, 3.1, 3.2, 4.2, 5.2  Selects and uses appropriate communication protocols and practices to ensure shared understanding of project roles and expectations  Uses collaborative techniques to engage stakeholders in consultations and negotiations Get the work done 1.2, 1.5, 1.6, 2.1, 2.2, 2.3, 2.6, 3.1-3.7, 4.1, 4.2, 4.3, 5.1, 5.3  Develops and implements plans to manage projects that involve diverse stakeholders with potentially competing demands  Systematically gathers and analyses all relevant information and evaluates options to make informed decisions  Evaluates outcomes of decisions to identify opportunities for improvement  Uses digital technologies and applications to access, organise and share information Performance Evidence Evidence of the ability to:  define the parameters of the project including:  project scope  project stakeholders, including own responsibilities  relationship of project to organisational objectives and other projects  reporting requirements  resource requirements  use project management tools to develop and implement a project plan including:  deliverables  work breakdown  budget and allocation of resources  timelines  risk management  recordkeeping and reporting  consult and communicate with relevant stakeholders to generate input and engagement in planning, implementing and reviewing the project  provide support to team members to enable them to achieve deliverables and to transition them as appropriate at completion of the project  finalise the project including documentation, sign-offs and reporting  review and document the project outcomes. Note: If a specific volume or frequency is not stated, then evidence must be provided at least once. Knowledge Evidence To complete the unit requirements safely and effectively, the individual must:  give examples of project management tools and how they contribute to a project  outline types of documents and other sources of information commonly used in defining the parameters of a project  explain processes for identifying and managing risk in a project  outline the organisation's mission, goals, objectives and operations and how the project relates to them  explain the organisation's procedures and processes that are relevant to managing a project including:  lines of authority and approvals  quality assurance  human resources  budgets and finance  recordkeeping  reporting  outline the legislative and regulatory context of the organisation in relation to project work, including work health and safety (WHS) requirements Assessment Conditions Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the management and leadership – project management field of work and include access to:  relevant legislation, regulations, standards and codes  relevant workplace documentation and resources  case studies and, where possible, real situations  interaction with others.   Assessment One – Define project and develop plan Submission details Candidate's Name Phone No. Assessor's Name Phone No. Assessment Site Assessment Date/s Time/s The assessment task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor. Submit this document with any required evidence attached. See specifications below for details. Performance objective Candidates will demonstrate knowledge and skills required to define projects and develop project plans. Assessment description Using the workplace scenario information provided, you will determine the scope of a project and develop a portfolio of draft planning documentation to discuss with your Operations General Manager (the assessor). You will then negotiate aspects of the project with your assigned project team. Finally, you will submit final planning documentation for approval. Procedure 1. Review the simulated business documentation, including policies and procedures, in the document 'Max Lionel Realty.docx'. Review templates contained in the document 'Project planning templates.docx' for possible use or adaptation in completing project requirements. 2. Review the scenario information provided in Appendix 1. 3. Receive details from Operations General Manager (the assessor) of your project team, cost, skills, and suggested project deliverables and timeframes. 4. Determine project scope. Develop appropriate initiation and scope documents for discussion with Operations General Manager (the assessor). 5. Determine additional documentation required to determine project and develop deliverables. 6. Define project stakeholders. Determine how you will engage and manage stakeholders to achieve project objectives. Develop communication and stakeholder management plans for discussion. Note: Consider scenario information and organisational structure to determine stakeholders and stakeholder interests. 7. Identify personal responsibilities and reporting requirements. 8. Determine relationship of project to other projects, systems, business operations, strategic aims of organisation, and external legislative requirements. 9. Determine resources and access to resources. Consult with Operations General Manager (the assessor) to clarify if necessary. 10. Determine project management tools, such as software (e.g. Microsoft Word, MS Excel, and MS Project) and templates, etc. Note: You may use software tools or use or adapt the templates provided. 11. Using an appropriate project management tool, develop your project plan (version 1). Include: a. work breakdown structure: stages of development or of task completion (Design, Develop, Implement, Evaluate); opportunities for (peer and stakeholder) review and feedback; coordination of roles and sharing of responsibility for deliverables; dependencies b. timelines c. roles and responsibilities for each team member d. resourcing requirements. 12. Develop a risk management plan for your project (version 1) for discussion. Include consideration of WHS risk management. Identify, assess and suggest treatment of at least three additional risks, including financial risk. Record risks on a risk register and complete a risk assessment document for each risk. Note: You may use software tools or use or adapt the templates provided. 13. Develop a budget (version 1) for the project. Note: You may use software tools or use or adapt the template provided. 14. Meet with Operations General Manager (the assessor) to discuss: a. project scope b. additional documentation required to determine project and develop deliverables. c. project stakeholders d. personal responsibilities e. relationship of project to other projects, systems, strategic aims of organisation f. resources and access to resources g. portfolio of documents: i. project initiation and scope documents ii. project plan (version 1) iii. risk management plan (version 1) iv. budget (version 1). 15. Ask for feedback from your Operations General Manager (the assessor) on your version 1 drafts and ensure understanding of any additional project issues or changes to project parameters. 16. Meet with your project team to: a. negotiate roles and responsibilities b. Agree on version 2 of documents for approval by Operations General Manager (the assessor): i. project plan (version 2) ii. risk management plan (version 2) iii. budget (version 2). c. Incorporate Operations General Manager (the assessor) feedback into planning project: Note: The meeting will be observed by your assessor. Follow your communication plan or agree to a time and date. When meeting with your team, be: i. professional ii. accommodating and conscious of varying skill levels, interests, backgrounds iii. submit documentation as per specifications below. Specifications You must: ● meet with Operations General Manager to discuss project scope and portfolio of planning documents ● participate in project meeting/s with project team ● submit: ○ project initiation and scope documents, including: a project brief; a project scope; a stakeholder analysis; a communication plan; roles and responsibilities; project snapshot ○ a project plan (version 1 and version 2) ○ a risk management plan (risk register and risk assessment for each of four risks) (version 1 and version 2) ○ a budget (version 1 and version 2). Your assessor will be looking for: ● communication and negotiation skills to work with team members and other stakeholders to maintain project schedules ● literacy skills to read, write and review a range of documentation ● planning and organising skills to develop project plans ● numeracy skills to analyse data and to compare timelines and implementation costs against budgets ● culturally appropriate communication skills to relate to people from diverse backgrounds and people with diverse abilities ● knowledge of relevant legislation from all levels of government that may affect aspects of business operations, such as: ○ anti-discrimination legislation ○ ethical principles ○ codes of practice ○ privacy laws ○ environmental issues ○ WHS ● knowledge of organisational structure and chains of authority and communication within the organisation ● knowledge of how the project relates to the organisation's overall mission, goals, objectives and operations. Appendix – Scenario Max Lionel Realty Max Lionel Realty (MLR), in order to build customer goodwill and satisfy its legal and ethical obligations, has decided to implement a program to: ● inform agents of legal and ethical obligations (particularly with respect to WHS and anti-discrimination legislation) and any standards or codes of conduct followed by the organisation ● promote high standards in professional conduct (see Real Estate Institute of Victoria (REIV) Code of Conduct and relevant legislation) ● inform clients, tenants and potential tenants of MLR's commitments ● achieve employee and client buy-in for initiative. You are an external consultant (from Ace Consultants) contracted to project manage activities to achieve the objectives above. Quality standards for deliverables: ● clearly communicate legal obligations and REIV obligations ● contain as content or support company strategic directions ● no grammar or spelling errors ● professional but friendly language ● fair and flexible delivery for intended audience ● meet audience requirements and sensitive to information needs, cultural diversity. Previous needs analysis for the project has uncovered characteristics and requirements of Residential and Commercial Agents and Clients: Agents Clients Tenants ● under stress; time poor ● highly trained and competent in selling and managing real estate ● unaware of legal, ethical requirement. just want to please clients ● even if aware, have no idea how to apply to daily client practice ● cynical: e.g. 'why do I have to pay attention to MLR's internal business? I just want them to manage my property.' ● time poor ● not sure of MLR obligations and commitment to best-of-breed client service and ethical practice, REIV code of conduct ● sometimes feel discriminated against on basis of: ○ lifestyle ○ family status ○ cultural background ○ income, etc. ● unclear on overall strategic aims of MLR ● culturally diverse. ● feel it's the agent's obligation to fill rental/lease properties according to client wishes: e.g. 'I choose who lives in/leases my property' ● culturally diverse. ● residential agents have been rude or insensitive on occasion: e.g. 'you wouldn't treat your rich clients or investment partners this way' ● do not feel they are adequately consulted ● residential/commercial agents/clients have let themselves in without consultation ● inspections are sometimes unannounced. Project conditions are as follows: ● Six to eight team members (two to four candidates plus four virtual team members) who must be utilised and budgeted for. Operations General Manager (the assessor) will determine composition of project team. ● The structure of the work should include roles for project sponsor, technical experts, quality assurance of deliverables, project manager (yourself initially and, after provisional approval, as negotiated with your team), and roles and responsibilities for each team member to achieve the deliverables according to standards, etc. ● All reasonable resources (e.g. access to a room, computers, software and templates) will be provided. Paper and telecommunications costs, for example, to be covered by candidates. All resources must be costed and included in your budget. ● Budget: $15,000. ● Your Operations General Manager (the assessor) will suggest project deliverables, for example, presentations, information sessions, posters, promotional materials, etc. You may determine your own specific deliverables so long as they are agreed to with stakeholders, meet project objectives, and adhere to budgetary constraints. ● Project timeframe to be determined by Operations General Manager (the assessor as project sponsor). ● Project should include design, development, implementation and evaluation stages (with periodic quality review). ● Project status reports are due at 25%, 50% and 75% of allotted timeframe. ● Project must be coordinated with other organisational projects, operations, etc.   Assessment 1 – Research Project Date: Satisfactory Not Satisfactory Trainer/Assessor Initial Reassessment Date: Satisfactory Not Satisfactory Trainer/Assessor Initial Confirmation of verbal responses if required Assessor Declaration I declare that the student and I have verbally answered, clarified and provided the responses as listed above Date Trainer Assessor Signature Student Declaration That all work undertaken is my own, and I have not participated in Plagiarism, Copying, Cheating or Collusion to achieve these recorded results. Student Signature If verbal assessment is required a written responses will be provided in RED pen where relevant. DO NOT amend dates if possible. If you write in the wrong section you need to cross it out and rewrite the correct information. White out must not be used. Please Note: • A zero tolerance to cheating and plagiarism is taken • If a student is found to have cheated on any forms of assessment, including plagiarism of another's work, they will be required to re-sit an alternative assessment under the supervision of an assessor to confirm competence in this unit. • A Student must satisfy the requirements for competency within this Assessment Workbook to achieve a competency outcome. • A Completed Assessment Workbook and any additional evidence provided by the student is retained for our RTO records and is not returned to the student. It is important that all areas of this Assessment Workbook are completed prior to submission to the administration department for final outcome recording. STUDENT ASSESSMENT DECLARATION  I have undertaken sufficient activities within this unit of competency and I am ready to attempt the assessment required to demonstrate competency.  I understand the assessment framework and requirements that will be used by an Assessor to make a formal judgement of my competency  The work that I have submitted in this Assessment Workbook is my own  I understand the re-assessment process that will be followed if I am unsuccessful in gaining a satisfactory result in the required Assessments Assessment Two –Administer and monitor project Submission details Candidate's Name Phone No. Assessor's Name Phone No. Assessment Site Assessment Date/s Time/s The assessment task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor. Submit this document with any required evidence attached. See specifications below for details. Performance objective Candidates will demonstrate knowledge and skills required to administer and monitor projects. Assessment description Using the workplace scenario information provided, you will work collaboratively with your project team to administer and monitor a project (initiated, planned and discussed in Assessment Task 1) in order to achieve the project deliverables. Procedure 1. Review the simulated business documentation, including policies and procedures in the document 'Max Lionel Realty.docx'. Review templates contained in the document 'Project planning templates.docx' for possible use or adaptation in completing project requirements. 2. Review the scenario information provided in Appendix 2. 3. Determine monitoring and record-keeping system requirements from scenario for project as planned. 4. Determine personal need for support. 5. Meet with team to: a. clarify roles and responsibilities and ensure written record of agreement, e.g. obtain signatures on roles and responsibilities template provided b. determine need for support and inform team members of your support needs c. discuss monitoring and record-keeping systems as required by the organisation d. discuss risk management approaches. Note: You may need to meet on several occasions. Meetings may be observed by your assessor. Follow your communication plan or agree to a time and date. 6. Plan to support a team member. Arrange suitable time with team member and assessor (to observe). You may, for example, provide assistance with deliverables, coach, train, etc. Note: Ensure you adhere to budgetary constraints and timelines. All resources and time spent on the project will count towards expenditure. 7. Meet with team member to provide support. 8. Complete the following personal roles and responsibilities: a. implement monitoring and record-keeping, using or adapting the template provided b. develop project deliverables c. ensure quality assurance on draft deliverables as required by your project plan. 9. Undertake risk management as per your project plan. Provide risk management reports (may include change requests and/or issues logs). Use or adapt the templates provided. Note: Your Operations General Manager (the assessor) will inform your project team of contingencies that you will need to manage. Coordinate actions with your project team members. Each team member will have at least one contingency to manage. 10. Submit documentation as per specifications below. Specifications You must: • participate in project meeting/s • provide appropriate support to one team member • submit: o a written record of agreement with roles and responsibilities o three status reports as per record-keeping requirements o risk management reports: change requests and/or issues logs o draft project deliverables for quality assurance o final project deliverables. • Your assessor will be looking for: • communication and negotiation skills to work with team members and other stakeholders to maintain project schedules • literacy skills to read, write and review a range of documentation • planning and organising skills to monitor and maintain implementation schedules • numeracy skills to analyse data and compare timelines and implementation • culturally appropriate communication skills to relate to people from diverse backgrounds and people with diverse abilities • knowledge of relevant legislation from all levels of government that may affect aspects of business operations, such as: ○ anti-discrimination legislation o ethical principles o codes of practice o privacy laws o environmental issues o WHS • knowledge of organisational structure and chains of authority and communication within the organisation • knowledge of how the project relates to the organisation's overall mission, goals, objectives and operations.   Max Lionel Realty It is now time to implement the project you initiated, planned for and negotiated in Assessment Task 1. Work with your team to achieve agreed deliverables on time, to budget, and up to required standard. Manage contingencies and renegotiate project with stakeholders as required. As per organisational project management record keeping system requirements, your Operations General Manager requires regular status reports to record: ● financial management and budget control ● project milestones, for example: ○ quality review completion ○ outcomes and deliverables. Submit three status reports over course of project: at 25%, 50%, 75% of timeframe. Risk management reports need to be submitted to project sponsor for each contingency managed. Recall the quality standards for deliverables: ● clearly communicate legal obligations, REIV obligations ● no grammar or spelling errors ● professional but friendly language ● fair and flexible delivery for intended audience ● meet audience requirements and sensitive to information needs.   Assessment 2 – Case Study Date: Satisfactory Not Satisfactory Trainer/Assessor Initial Reassessment Date: Satisfactory Not Satisfactory Trainer/Assessor Initial Confirmation of verbal responses if required Assessor Declaration I declare that the student and I have verbally answered, clarified and provided the responses as listed above Date Trainer Assessor Signature Student Declaration That all work undertaken is my own, and I have not participated in Plagiarism, Copying, Cheating or Collusion to achieve these recorded results. Student Signature If verbal assessment is required a written responses will be provided in RED pen where relevant. DO NOT amend dates if possible. If you write in the wrong section you need to cross it out and rewrite the correct information. White out must not be used. Please Note: • A zero tolerance to cheating and plagiarism is taken • If a student is found to have cheated on any forms of assessment, including plagiarism of another's work, they will be required to re-sit an alternative assessment under the supervision of an assessor to confirm competence in this unit. • A Student must satisfy the requirements for competency within this Assessment Workbook to achieve a competency outcome. • A Completed Assessment Workbook and any additional evidence provided by the student is retained for our RTO records and is not returned to the student. It is important that all areas of this Assessment Workbook are completed prior to submission to the administration department for final outcome recording. STUDENT ASSESSMENT DECLARATION  I have undertaken sufficient activities within this unit of competency and I am ready to attempt the assessment required to demonstrate competency.  I understand the assessment framework and requirements that will be used by an Assessor to make a formal judgement of my competency  The work that I have submitted in this Assessment Workbook is my own  I understand the re-assessment process that will be followed if I am unsuccessful in gaining a satisfactory result in the required Assessments Assessment Three – Finalise and review project Submission details Candidate's Name Phone No. Assessor's Name Phone No. Assessment Site Assessment Date/s Time/s The assessment task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor. Submit this document with any required evidence attached. See specifications below for details. Performance objective Candidates will demonstrate knowledge and skills required to finalise and review projects. Assessment description Following on from Assessment Tasks 1 and 2 and using the workplace scenario information provided, you will, drawing on consultation with your project team, complete financial record keeping, reassign staff to roles, complete project documentation for sign off and review project outcomes against project scope and plan. You will then produce a report on the project for stakeholders. Procedure 1. Review the simulated business documentation, including policies and procedures, in the document 'Max Lionel Realty.docx'. Review templates contained in the document 'Project planning templates.docx' for possible use or adaptation in completing project requirements. 2. Review the scenario information provided in Appendix 3. 3. In consultation with your project team, complete financial record-keeping for the project: a. compare budgeted spend with actual b. produce a budget variation report. Note: You may use or adapt the template provided. Meetings may be observed by your assessor. Follow your communication plan or agree to a time and date. 4. In consultation with your project team and management, assign project team members to roles. Obtain agreement on new roles and responsibilities. You may use or adapt the template provided (under initiation and scope) to record agreement on new role descriptions. Note: Meetings may be observed by your assessor. Follow your communication plan or agree to a time and date. 5. Produce a handover report for the Project Sponsor (the assessor) for sign-off. You may use or adapt the template provided. 6. In consultation with your project team: a. review the project's outcomes against objectives, including budgetary performance b. review team processes c. discuss lessons learned from implementation of the project. Note: You may use or adapt the post-project review meeting agenda template provided. Meetings may be observed by your assessor. Follow your communication plan or agree to a time and date. 7. Produce a post-project review report for all stakeholders, including the Board of Directors, containing: a. a review of project outcomes against objectives, including budgetary performance b. a review of team processes c. a discussion of lessons learned from implementation of the project d. recommendations for the implementation of future projects based on the lessons learned, ensuring your report takes account of specific organisational requirements, e.g. legislative requirements and strategic plans. Note: You may use or adapt the post-project review report template provided. 8. Submit documentation as per specifications below. Specifications You must: ● participate in project meeting/s ● submit: ○ budget variation report for sign-off ○ signed role descriptions for sign-off ○ handover report ○ post-project project review report. Your assessor will be looking for: ● communication and negotiation skills to work with team members and other stakeholders to maintain project schedules ● literacy skills to read, write and review a range of documentation ● planning and organising skills to develop, monitor and maintain implementation schedules ● numeracy skills to analyse data and to compare timelines and promotional costs against budgets ● culturally appropriate communication skills to relate to people from diverse backgrounds and people with diverse abilities ● knowledge of relevant legislation from all levels of government that may affect aspects of business operations, such as: ○ anti-discrimination legislation ○ ethical principles ○ codes of practice ○ privacy laws ○ environmental issues ○ WHS ● knowledge of organisational structure, and lines of authority and communication within the organisation ● knowledge of how the project relates to organisation's overall mission, goals, objectives and operations. Appendix – Scenario Max Lionel Realty It is now time to review and finalise the project. Work with your project team to review the outcomes, team processes and lessons learned from implementation. Review the project's budgetary performance and produce a budget variation report for the Chief Financial Officer. Your Operations General Manager requires you to submit an implementation report for the Board of Directors that includes recommendations for the improvement of implementation for future projects.   Assessment 3- Research Project Date: Satisfactory Not Satisfactory Trainer/Assessor Initial Reassessment Date: Satisfactory Not Satisfactory Trainer/Assessor Initial Confirmation of verbal responses if required Assessor Declaration I declare that the student and I have verbally answered, clarified and provided the responses as listed above Date Trainer Assessor Signature Student Declaration That all work undertaken is my own, and I have not participated in Plagiarism, Copying, Cheating or Collusion to achieve these recorded results. Student Signature If verbal assessment is required a written responses will be provided in RED pen where relevant. DO NOT amend dates if possible. If you write in the wrong section you need to cross it out and rewrite the correct information. White out must not be used. Please Note: • A zero tolerance to cheating and plagiarism is taken • If a student is found to have cheated on any forms of assessment, including plagiarism of another's work, they will be required to re-sit an alternative assessment under the supervision of an assessor to confirm competence in this unit. • A Student must satisfy the requirements for competency within this Assessment Workbook to achieve a competency outcome. • A Completed Assessment Workbook and any additional evidence provided by the student is retained for our RTO records and is not returned to the student. It is important that all areas of this Assessment Workbook are completed prior to submission to the administration department for final outcome recording. STUDENT ASSESSMENT DECLARATION  I have undertaken sufficient activities within this unit of competency and I am ready to attempt the assessment required to demonstrate competency.  I understand the assessment framework and requirements that will be used by an Assessor to make a formal judgement of my competency  The work that I have submitted in this Assessment Workbook is my own  I understand the re-assessment process that will be followed if I am unsuccessful in gaining a satisfactory result in the required Assessments Assessment Four – Written Questions Instructions The written assessment will be of 60 minutes (Maximum) duration and comprises of short answers questions. This is an open book test, reference papers, notes, student workbook, past assignments can be used. The criteria to be applied in grading test papers will be the accuracy of submitted answers and demonstrated understanding of the subject matter covered in the unit It is your responsibility to be aware of the requirements for this course and understand that you will have to answer all questions to arise competency in this test You will need to be deemed competent in all the given assessments to pass the unit Make sure you: • Answer all questions • Use a blue or black pen. Assessments written in pencil or other colours will not be accepted. • Ask your assessor if you do not understand a question. Whist your assessor cannot tell you the answer, she may be able to re-word the question for you Do not talk to your classmates as it will be assumed that you are asking for answers. If you are caught talking, you will be asked to leave and your assessment will not be marked. • Do not cheat. Anyone caught cheating or discussing the test will automatically be marked Not Yet Competent for this unit, and will be required to pay a monetary penalty to resist the unit. • There are NO EXCEPTIONS to this rule.   Assessment 4 – Written Question Date: Satisfactory Not Satisfactory Trainer/Assessor Initial Reassessment Date: Satisfactory Not Satisfactory Trainer/Assessor Initial Confirmation of verbal responses if required Assessor Declaration I declare that the student and I have verbally answered, clarified and provided the responses as listed above Date Trainer Assessor Signature Student Declaration That all work undertaken is my own, and I have not participated in Plagiarism, Copying, Cheating or Collusion to achieve these recorded results. Student Signature If verbal assessment is required a written responses will be provided in RED pen where relevant. DO NOT amend dates if possible. If you write in the wrong section you need to cross it out and rewrite the correct information. White out must not be used. Please Note: • A zero tolerance to cheating and plagiarism is taken • If a student is found to have cheated on any forms of assessment, including plagiarism of another's work, they will be required to re-sit an alternative assessment under the supervision of an assessor to confirm competence in this unit. • A Student must satisfy the requirements for competency within this Assessment Workbook to achieve a competency outcome. • A Completed Assessment Workbook and any additional evidence provided by the student is retained for our RTO records and is not returned to the student. It is important that all areas of this Assessment Workbook are completed prior to submission to the administration department for final outcome recording. STUDENT ASSESSMENT DECLARATION  I have undertaken sufficient activities within this unit of competency and I am ready to attempt the assessment required to demonstrate competency.  I understand the assessment framework and requirements that will be used by an Assessor to make a formal judgement of my competency  The work that I have submitted in this Assessment Workbook is my own  I understand the re-assessment process that will be followed if I am unsuccessful in gaining a satisfactory result in the required Assessments Student Assessment Record This record sheet is to be completed for each student before the unit commencement and at the end of the unit. Where the student is not deemed competent in an assessment, discuss the issues of the assessment with the student and allow them to be (reassessed at a different date). If the student does not meet competency again, mark as NYC and the student will be required to arrange reassessment with the RTO Coordinator. The record must be kept together with all assessments of the student and submitted to the RTO Coordinator as evidence. Student Name Trainer Name Student Number Term/Year Commencement Date Student Signature Trainer Signature Assessment Outline: All tasks must be completed and a competent result obtained If mark does not achieve competency a reassessment must be undertaken and results recorded. Assessment Type Result Date Reassess (circle) Result Date Satisfactory Not Satisfactory Assessment 1 N Y Assessment 2 N Y Assessment 3 N Y Assessment 4 N Y Competent/Not Competent (Enter relevant Unit result) Trainer Comments: PLEASE NOTE: There is an assessment appeals process available to students. Please discuss this with your Trainer or course coordinator Plagiarism, Copying, Cheating, Collusion Plagiarism Failure to acknowledge the work of others contravenes Australian and International Copyright Law. If Students NYC to acknowledge the work of others, they are plagiarising and will be dealt with as per Institute Policy Copying Copying the work of others is NOT ACCEPTABLE. Copying will result in an automatic NYC for the Unit. Cheating Cheating in any form is NOT ACCEPTABLE. Cheating will result in an automatic NYC for the Unit. Collusion Collusion (working with others) for an individual assessment will be regarded as cheating and will result in a NYC for the Unit The following details must be completed by trainer and student Declaration I hereby certify that: That all work undertaken is my own, and I have not participated in Plagiarism, Copying, Cheating or Collusion to achieve these recorded results. Student Signature (Unit Completion/Results) Date Assessor Signature (Unit Completion/Results) Date Reasonable Adjustment Information Reasonable Adjustment details applied to this student What reasonable adjustment was made: Why this adjustment was made: Administrative use only Entered onto Student Management Database ________________ Date Initials Feedback on this Assessment Workbook Feedback Form Instructions: In an effort to continuously improve our Assessment Workbooks, please feel free to document any feedback or suggestions you may have. Once completed, please remove this page and submit it to your Assessor at any time during your assessment process. This form will then be forwarded to our Program Manager for further review and consideration. Feedback: