BSBPMG522 - Undertake project work (For students ONLY)Learning .docx

BSBPMG522 - Undertake project work (For students
ONLY)/Learning Material/BSBPMG522 Intro-Topic 1.pptx
BSBPMG522 Undertake Project Work
1
BSBPMG522 Undertake Project Work © J&S Learningwork
2018
Click to edit Master title style
1
Lesson overview
2
The following topics are covered in this unit:
Topic 1 Define the project
Topic 2 Develop project plan
Topic 3 Administer and monitor project
Topic 4 Finalise project
Topic 5 Review project
2018
2
Delivery
3

2018
3
Introduction
4
Recommended reading
Project Management Essentials
PART 1: Project Management Lifecycle
Chapter 1 Introduction
2018
4
Introduction
5
Activity: Brainstorm - Concepts that make up project
management
PROJECT MANAGEMENT
2018
5

Introduction
6
Video clip: What is Project Management
https://www.youtube.com/watch?v=9LSnINglkQA
BSBPMG522 Undertake Project Work © J+S Learningwork
2018
6
Introduction
7
PMBOK: Project management lifecycle
Project Management Methodologies are a series of different
processes designed to assist project managers and those
overseeing or involved with projects. The goal of using these
methodologies is to complete the tasks required for the project
faster and with strategies in place to handle problems should
they arise.
An overview of the PMBOK’s five-phase project lifecycle
http://www.itbusinessedge.com/slideshows/show.aspx?c=78357
&slide=2
2018
7

Introduction
8
What makes a project succeed?
http://maxwideman.com/guests/metrics/failures.htm
Project success can be defined as the project meeting its
objectives: http://calleam.com/WTPF/?p=3501
2018
The trainer can direct students to read this as part of self-study,
within class time or as a group discussion.
8
Introduction
9
Activity: Project failures
Using the Internet research three separate projects that have
failed.
Provide a brief summary of the project and list down the
reasons for failure.
Clearly state the project goals and how it failed.
Each group is to present one of the project failures to the rest of
the class.
2018

9
Introduction
10
Video Clip: The Project Manager’s story
'The Project Manager's Story' is a commissioned animation that
illustrates why projects so often go wrong, and what can be
done to improve their chances of success.
https://www.youtube.com/watch?v=zPXQ5lSQgV0
2018
10
Introduction
11
Project management software
Capterra has a list of project management software – some of
which can be downloaded and used for free (most will have a
trial).
Visit http://www.capterra.com/project-management-software/
Online collaboration project management software
There are also a number of online software programs that could
be used for collaboration in project management.
For example: Zoho Projects
https://www.youtube.com/watch?v=XPvAbamAhik
2018

Students should be given the opportunity to develop their skills
and understanding of project management software. The text,
Project Management Essentials, references Microsoft Project
Professional as the recommended software, however the tutor
can choose any appropriate or available software to demonstrate
the functions and tools of software program.
Using an example provide a demonstration and/or explain the
features and tools and benefits of using project management
software for supporting managing projects.
Select a program that all students can use. It will be easier to
demonstrate and use if they are all using the same software.
Allow some time to introduce the software and go through some
of the tools and functions. Students should then use the software
for any activities or mini-projects that they undertake to provide
some experience in using project management software.
11
Introduction
12
Activity: Research online software
Divide into small teams.
Each group is to research two online collaborative project
management software programs.
i) Compare each of the software.
ii) If possible find a short demo on YouTube.
iii) Select/vote for the program you like the best and present to
the rest of the class with reasons for your choice.

2018
12
Topic 1
13
Define the project
2018
13
14
Case Study – MishMash Events
MishMash Events would like to start delivering short courses
for businesses in the local community.
The courses for the first year would be Presentation Skills,
Work and Communicate in the Workplace, Leadership Skills
and Recycling in the Workplace.
They will need to organise speakers, venues, marketing,
documentation, registration and refreshments.
2018

This scenario could be used as an example project that students
can refer to during the unit
Students could work in small teams to undertake activities
relating to this scenario. Perhaps discuss this scenario with
students and make any assumptions required.
Use the scenario and activities to provide students with some
practical experience for each of the topics covered.
14
15
The marketing includes advertising in the local paper, flyers,
emails, and running a Facebook page to promote the courses.
There is one presenter per course and the venue will depend on
the amount of participants attending.
Registration and payments must be made 4 weeks previous to
the course so that it can be determined whether it will run.
2018
15
16
They would like courses running each term.

There are three terms lasting 3 months each.
Courses can only run if there are enough participants to cover
the costs and also make a profit of at least 15% or more.
The courses need to be costed and approved by management to
see if it is a viable project.
2018
16
17
A Budget of $1500 per course has been suggested. A presenter
normally costs around $300 per day.
The main objective of the courses running is to ensure that they
will make a profit and not a loss.
2018
This project will need to be managed so that all workloads,
deadlines, budgets, etc are coordinated appropriately. Your
team will need to ensure that the project is planned so that
MishMash Events make a profit on each course. There will be a
number of assumptions that you will need to make – list these

down and incorporate into the running of the project.
17
18
Defining the project includes:
Establishing the project scope and what to include.
Using SMART Objectives
Defining stakeholders
Project parameters such as time and budget
Accessing available resources
Reporting requirements
Project management policies and procedures
2018
Discuss each point with students, referring to the case study
scenario.
18
19
Project Scope:
Framework for the management and implementation of a
project.
A pathway mapped from initiation to sign off
Sets a boundary around what the project is and is not about
Allows for project work activities to be properly authorised
Goals and objectives are followed
A project should remain on time and to budget

2018
scenario.
19
20
Activity: Main activities in project scoping
Brainstorm the main key activities that are involved in project
scoping.
2018
scenario.
20
21
Project scoping and phases
Phase 1: Initiation/concept
Phase 2: Planning and Development
Phase 3: Implementation

Phase 4: Review
2018
scenario.
21
22
Class discussion – What is Scope Creep
Accurate scope definition will make the job of managing scope
and scope changes throughout the project easier and reduce the
chance of scope creep and misunderstandings about the goals of
the project.
2018
scenario.
22
23
Activity: Project Scope Documentation
Find an example of each of the following.

Project Charter
Project Scope Management Plan
Consider:
What is the project scope? How does it link to other projects
and/or business objectives.
Who are the project stakeholders?
What resources are available?
What are the reporting arrangements?
2018
During this activity students should ask questions. The trainer
may also make any assumptions required.
23
24
Activity: Documentation for project scope
Information that should be included:
Background of the proposed project
A list of clear objectives
Criteria for success
Estimated costs
Any dependencies
Any constraints
2018
24

25
Activity: Documentation for project scope
Information that should be included:
A list of assumptions
Outline of risk assessment
Stakeholders involved
Any workplace impacts
Legislation or regulations that should be considered
2018
25
26
Homework/Self-Study
Complete any outstanding reading or activities from the session.
If not completed in class, undertake the Revision questions from
Project Management Essentials PART 1: Project Management
Lifecycle Chapter 2 Project Initiation.
Responses should be typed and professionally presented in a
word-processed document.
2018

26
Week 1
Session 1: Introduction
Session 2: Topic 2 Develop project plan
Week 2
Session 3: Topic 3 Administer and monitor project
Week 3
Session 5: Topic 4 Finalise project
Session 6: Topic 5 Review project
Week 4 - 6
Session 7: Review and assessment
Session 8: Assessment
ONLY)/Learning Material/BSBPMG522 Learner Guide.docx
Learner Guide: BSBPMG522 Undertake project work

Learner Guide
BSBPMG522 Undertake project work
Table of Contents
Table of Contents 2
Overview 3
Resources 4
Overview of Learner Guide 5
Preparation 6
Introduction 7
Session 1 Topic 1 Define the project 10
Session 2: Topic 2 Develop a project plan 14
Session 3: Topic 3 Administer and monitor project 17
Session 5: Topic 4 Finalise project 22
Session 6: Topic 5 Review project 24
Review and Assessment 28

Overview
BSBADM405 Organise meetings
This learner guide is provided to you to use whilst you are
studying this unit. Your trainer/assessor will got though all of
the theory and you will complete a number of activities to
prepare you for assessment at the end of the unit.
Duration
6 weeks Content delivery: 3 weeks
Assessment: 3 weeks
Week 1
Week 2
Week 3
Week 4 – 6
Review and assessment
Resources
Recommended texts
Project Management Essentials, Therese Linton (2014)
PowerPoint slideshows:
The following slideshow has been used to support the delivery

of this lesson, this will be provided to you by your
Trainer/Assessor:
BSBPMG522 Induction.pptx
BSBPMG522 Intro, Topic 1.pptx
BSBPMG522 Topic 2.pptx
BSBPMG522 Topic 4&5.pptx
Web links:
Internet links to sources of information, videos or documents
are also provided throughout the Learner Guide.
If the links are broken, copy and paste them into your web
browser.
Overview of Learner Guide Lesson Context
Your Trainer/Assessor will provide a simulated work
environment therefore, the activities provided in the Learner
Guide:
· Reflect real life work tasks.
· Are performed to industry safety requirements as relevant.
· Use authentic workplace documentation.
· Require students to work with others as part of a team.
· Require students to plan and prioritise competing work tasks.
· Involve the use of standard, workplace equipment such as
computers and software.
· Ensure that students are required to consider workplace
constraints such as time and budgets.
Plagiarism, cheating and collusion
Where a Trainer/Assessor believes there has been an incident of
academic misconduct involving plagiarism, cheating, and/or
collusion, they will report this along with reasons for the
allegation.

Homework/Self-study
A minimum of two hours should be spent each week
undertaking homework or self-study. At the end of each session
the Trainer/Assessor will direct you to complete any activities,
questions or reading from the day’s session as homework.
Further to this, time should be spent in self-study. This could be
reading on the topic, independent research, completing project
work or watching webinars/video clips that relate to an area
being covered.
Preparation
Folder management and naming documents
As a guide, you should keep all your work for this unit in a
folder that has the unit code as its name, along with your name.
Any activities and assessment tasks should then be saved to this
folder.
You should name documents logically within the folder
structure, it should include:
· Unit code
· Task number
· Task name
· Your last name (optional)
· The date or version number (optional)
Back up
You should always have a back up of your work on a different
device. If the college has a student network drive this would be
the safest option, however, a back up to a USB or removable
hard drive should also be undertaken. If using a USB to save
files, then ensure a back up is kept on a laptop or home
computer.

Introduction
Recommended readingProject Management Essentials Part 1:
Project Management LifecycleChapter 1 Introduction
management
As a group, you will collectively brainstorm all the concepts
that are involved in project management. For example scope,
goals, objectives, plans, schedules, methodologies, etc.
Video clip: What is Project Management - Training Video
Project management explained simply makes an excellent
training video to help newcomers to the topic understand the
core concepts of PM.
https://www.youtube.com/watch?v=9LSnINglkQA (02:41)
The text refers to the PMBOK project management
methodology:
they arise.
Activity: PMBOK
View the following slideshow providing an overview of the

PMBOK’s five-phase project lifecycle (30 slides)
&slide=2
Review the following website, which highlights some major
projects, which either failed or succeed in project management
terms:
objectives, students can read further information from:
http://calleam.com/WTPF/?p=3501
In pairs or small groups as directed by your Trainer/Assessor,
using the Internet research three separate projects that have
failed. Provide a brief summary of the project and list down the
reasons for failure.
the class. Clearly state the project goals and how it failed.
https://www.youtube.com/watch?v=zPXQ5lSQgV0 (2min 33)
You will be given the opportunity to develop your skills and
understanding of project management software. The text,

Professional as the recommended software, however your
Trainer/Assessor/assessor can choose any appropriate or
available software to demonstrate the functions and tools of
software program.
trial). Visit http://www.capterra.com/project-management-
software/
Using an example, your trainer/assessor will provide a
demonstration and explain the features and tools and benefits of
using project management software for supporting managing
projects.
You will then use the software for any activities or mini-
projects you undertake to provide some experience in using
project management software.
be used for collaboration in project management. For example:
Zoho Projects
https://www.youtube.com/watch?v=XPvAbamAhik (1min 23).
You will be divided into small teams.
Each group will research two online collaborative project

Session 1 Topic 1 Define the project
Recommended reading
Project Management Essentials - Part 1: Project Management
Lifecycle
Chapter 2 Project Initiation
Chapter 7 Project scope management
The following scenario will be used an example project that you
can refer to during the unit.
You will be directed to work in small teams to undertake
activities relating to this scenario.
The project is to create a program that can be used to deliver the
courses.
This will include the requirement for your team to work out
allocation of work tasks to members of the team, such as
working out timings and budget of the course or how the
marketing will run alongside each course, the venues,
refreshments and all the resource allocations.
for businesses in the local community. The courses for the first
year would be Presentation Skills, Work and Communicate in
the Workplace, Leadership Skills and Recycling in the
Workplace. They will need to organise speakers, venues,
marketing, documentation, registration and refreshments. The
marketing includes advertising in the local paper, flyers, emails,
and running a Facebook page to promote the courses. There is
one presenter per course and the venue will depend on the
number of participants attending. Registration and payments
must be made 4 weeks previous to the course so that it can be
determined whether it will run.

They would like courses running each term. There are three
terms lasting 3 months each. Courses can only run if there are
enough participants to cover the costs and also make a profit of
at least 15% or more. The courses need to be costed and
approved by management to see if it is a viable project.
deadlines, budgets, etc. are coordinated appropriately. Your
Activity: Brainstorm – what consists of a project scope?
Brainstorm all the concepts that are involved in project scoping.
For example framework, pathway for a project, boundaries,
activities involved, authorisation, project life cycle, etc. Write
these on the board.
Project Scope
· framework for the management and implementation of a
project.
· A pathway mapped from initiation to sign off
· Sets a boundary around what the project is and is not about
· Allows for project work activities to be properly authorised
· Goals and objectives are followed
· A project should remain on time and to budget
Project managers perform the project scoping with
responsibility in monitoring, refining, identifying the scope
creep, reporting to authorities on changes.

But no two projects are exactly alike…Therefore this requires:
· flexibility
· adaptability
· constant review of project scope
scoping.
Project Scoping and Project Phases
Following the brainstorm, show the major scoping activities in
each phase are outlined below:
Major activities include identifying the project objectives and
resources required to achieve them. It will also clarify the
relationship of the project to other projects and/or the
organisation’s objectives.
Once a project is approved a project manager and team will be
formally appointed. Authorisation for the project will occur
and then the team will be briefed on the activities that are
required.
Key stakeholders are consulted for agreement and approval on
the objectives and deliverables. The project manager will then:
· define work activities
· identify any constraints, assumptions, timelines, budget and
resources
· define project outcomes as a basis for the evaluation of project
performance
· develop the scope management plan

Scoping functions include implementing the agreed scope
management procedures and processes and review of the project
progress. Any changes are monitored and change control
procedures used to ensure that the outcomes and deliverables
are continued to be met under the new circumstances.
Phase 4: Review
A final review of project processes and evaluation of achieved
objectives and delivered outcomes are made. It will identify
issues, recommend improvements and document any
recommendations for future projects.
Documentation
The following documents can be used to initiate projects:
· Project Charter – this document includes key project
information including an outline of the project and objectives,
as well as roles and responsibilities. It serves as a reference for
the future of the project, as well as a document that can be used
to initiate the project.
· Business Case – This document includes the business case for
the project including the issues, solutions and business benefits,
costs, risk and issues. It also includes recommendations,
including details of the project that will be the solution.
· Project Initiation Document – this document is similar to the
project charter, containing key project information.
· Project Scope Management Plan – includes detailed
information about a project, including a scope statement,
project boundaries and a detailed work breakdown structure.
Project boundaries
The scope definition works out what is part of the project and
what is not part of the project. This includes setting the
boundaries for:
· constraints

· assumptions
· dependencies
· exclusions
· related projects
the project.
Project outcomes and deliverables
· subdivision of deliverables into smaller manageable
components
· using a work breakdown structure that facilitates cost,
scheduling, quality of outcomes and to confirm a common
understanding of the full scope of the project.
Find an example of each of the following. This can be
researched on the Internet or sourced from the workplace.
Project Charter
Save a copy of each example in your folder for future reference.
Review each of the documents and then identify each of the
following;
· What is the project scope? How does it link to other projects
· Who are the project stakeholders?
· What resources are available?
· What are the reporting arrangements?
Discuss responses as a group.

Homework/Self-Study
You are to complete any outstanding reading or activities from
the session.
If not completed in class, you will undertake the Revision
questions from Project Management Essentials PART 1: Project
Management Lifecycle Chapter 2 Project Initiation.
Time wil be allocated at the beginning of the next session to
discuss your responses.
Session 2: Topic 2 Develop a project plan
Recommended reading
Lifecycle
Chapter 3 Project Planning
Homework/self-study
Your trainer will discuss any homework with you from the last
session.
Project plans
What type of information should be included in a project plan:
Background/context
Objective (the aim of the project)
Target outcomes (Benefits that the project intends to achieve)
How the success of the project will be measured (list of criteria
for success)
Project Activities and Milestones
Budget
Communications
Risk management strategy (including any WHS risks)
Class Activity: Develop a project management plan

How to create a project management plan for MishMash Events
including:
Title of project
Background/context
for success)
Project activities and milestones/work breakdown
Deliverables
Budget and allocation of resources
Timelines
Risk management (including any WHS risks)
Only list down major activities. Milestones are indicated by a
blank scheduled start date. The activities appearing in the
predecessor column must be completed before the activity
described can begin.
(You can use the table, which has been taken from the Project
Management Plan Template, provided in the Assessor
Resources)
Project area
Actions
Responsibility
Scheduled start
Scheduled finish

Budget
Students could use the following table from the Project
Management Plan Template provided in the Assessor Resources.
Cost area
Details
Estimated cost
Total
Project Communications
List the project communications activities, including meetings
and project status reports.
You could use the following table from the Project Management
Plan Template provided in the Assessor Resources.
Communication type
Description
Who
Scheduled start
Scheduled finish

Risk management strategy
List the major risks identified from the business case, as well as
consequences of the risk occurring. Use the risk assessment
legend to establish severity and likelihood. Document risk
treatment/control measures.
You could use the following table from the Project Management
Plan Template provided in the Assessor Resources.
Risk
Likelihood
Severity
Treatment/control methods
You are then to work in your team to develop a project plan for
the scenario provided. They will need to work together to

consult on each step and ensure that they divide the work
amongst the group fairly.
Each group will have their project approved by another group in
the class (this should be a formal procedure). The approving
group must provide justified reasons for approval or non-
approval of the project to go ahead.
Each group should decide on a project manager for this
exercise.
Homework/Self-Study
You should complete any outstanding reading or activities from
the session.
Management Lifecycle Chapter 3 Project Planning.
Time will be allocated at the beginning of the next session to
Recommended reading
Lifecycle
Chapter 4 Project Execution
Homework/self-study
Your Trainer/Assessor will discuss any homework with you
from the last session.
Roles and responsibilities
Discuss the role and responsibilities of team members – the
success of the project will depend on the project manager
establishing good communication channels. Each team member

should have a defined role to play within the team.
Activity: MishMash Events – Project roles and responsibilities
You will need to hold a meeting to discuss their roles and
responsibilities for this project.
Each team should also decide on a different project manager for
this exercise.
Each group should then address the following:
How will the team communicate on project issues when they are
not working on it together at college?
How should the project manager support the team throughout
the duration of the project? (Even if the person changes the role
will be the same)
Determine if the team have enough resources to complete each
of the activities and meet the deliverables. If not list down any
additional resources required.
How will the project manager ensure that team members are
carrying out the tasks and if deadlines are being met? How can
the tasks be managed? (This can still be a team discussion).
Minutes of the meeting should be taken and each member of the
team should receive a copy of these.
If it feels like your team is not working well together, consult
with your Trainer/assessor.
Record keeping
Project management software will have a number of recording
systems in place for the project.
As a class, discuss/brainstorm the type of information that
should be recorded and kept for the lifecycle of the project.
Students may come up with:
quality documents
contracts
milestone reports
budgeting and expenses

risk assessment
communication plans
Activity: MishMash Project – Keeping records
The team must be able to present their work in a structured
manner. Each project is recorded in the following way:
- All actions, documentation, issues, meetings, deliverables
should be recorded appropriately.
- Each project should be saved in a folder structure that includes
the name of the project and any other documentation should
contain reference to the project. For example:
MishMash Project Plan.doc
MishMash Meeting 15-10-2017.doc
Each group should discuss how they will carry out their
recording and file management.
Groups should decide upon and document the type of record
keeping system that will be used, along with the documentation
that will be kept.
The group should also include a list of WHS requirements for
the project.
Activity: MishMash Project – Finalise the project management
plan
The project teams should have another meeting to ensure that
the project plan is ready for approval. Once you are ready, each
team should arrange a meeting with your Trainer to seek
approval to proceed.
Your Trainer/Assessor will allocate time within this session for
meetings with each team.
Activity: MishMash Project – Project execution

they are all ready to begin with the project work. They should
then start to execute the project deliverables.
Homework/Self-Study
Students should complete any outstanding reading or activities
from the session.
If not completed in class, you are to undertake the Revision
Management Lifecycle Chapter 4 Project Execution.
Time will be allocated at the beginning of the next session to
Recommended reading
Project Management Essentials - PART 1: Project Management
Lifecycle
Chapter 5: Project monitoring and controlling
Chapter 13: Project risk management
Homework/self-study
Finances/Resources
The management of finances and resources should be monitored
throughout the project. Discuss:
team members
finances
resources
quality systems
Project managers need to ensure that all the tasks allocated to
team members are actually being carried out according to

budget and deadlines set. Regular meetings and reports will
document the progress of the project.
Demonstrate how project management software can help
manages to keep track of tasks along with tools such as Gantt
charts.
Discuss:
budget estimates may change
actual cost versus baseline costs
The standards of quality for the project should be established at
the beginning of the project so that any changes in government
legislation or internal business policies and procedures relating
to quality can be adjusted.
The project teams should continue to work on the project
deliverables.
They should have another meeting to ensure that each team
member has equal roles and responsibilities and that the project
deliverables are being met or are on target. The project manager
must ensure that each team member is supported in his or her
role. Any issues should be recorded and discussed with the
trainer.
A record of the meeting should be distributed to all team
members.
Reporting
All stakeholders will require regular progress reports on the
project. The reports should show a true reflection of the overall
success or failures of the project as it progresses. These could
be in the form of:
Budget

Expenditure
Milestones reached
Businesses usually have templates for these reports or if project
management software is being used then these are generally
automated.
Class discussion: What reports can be generated from the
project management software being used for their project?
Activity: Project Update
The team should meet and hold a discussion to identify if each
deliverable can be completed in the timeframe allocated. After
discussion the team will need to create a project status report to
give to the Trainer/Assessor. They could use a template from
the Internet or just create their own document.
Risk Management
To avoid a project failing, there are a number of areas that
should be monitored, such as:
underestimation of work loads
errors or mistakes that occur
delays in moving from one work task to another
lack of expertise or skills required for the project
poor budgeting
inaccurate budgeting
lack of communication with the client
lack of communication and support with team members
poor project management
lack of planning
lack of control processes and reviews.
Risk management, plans, processes and procedures should be

implemented BEFORE the project begins and then reviewed as
the project develops.
Activity: MishMash Project – Risk management
Each team should hold a Risk Management meeting.
Have any issues arisen that were not planned or thought of at
the beginning of the project?
Is there any chance that the project could fail?
The meeting should be recorded and a copy of the minutes
distributed to each team member.
Homework/Self-Study
the session.
Management Lifecycle Chapter 5: Project monitoring and
controlling and Chapter 13: Project risk management.
Read through Project Management Essentials - PART 1: Project
Management Lifecycle
Chapter 10 Project Quality management and undertake the
Revision questions.
Time will be allcoated at the beginning of the next session to
Recommended reading
Lifecycle
Chapter 6: Project closure

Homework/self-study
Activity: MishMash Event Project – Finalising the project
You will be allocated time to finalise your project.
Financial record summary
Reporting on the financial outcomes of a project will show
whether or not the project was over or under budget. The
success of a project is closely measured by the final costs and
whether or not these match the project baseline or budgeted
costs.
Class discussion: How can you ensure that these records are
accurate?
Team reassignment
Once a project has been complete, the team members will need
to be re-assigned to other roles or the roles that they were
initially undertaking.
The performance of the project and the individual team
members should also be evaluated – this will help with future
projects and also provide the team with constructive feedback.
With the end of some projects the clients may invite the team to
celebrate the finalising of the project. The project manager may
also have an end of project team meeting to de-brief the team on
the success or failure of the project and how each team member
contributed to this.
Project sign-off
Stakeholders, team members and some third parties involved in
the project will require project documentation that will
officially conclude the project. Provide an overview of:
the overall success or failure of the project

a list of the agreed outcomes and deliverables that have been
met/or not met
any associated project documentation
a sign off to show that the project has been ended by all parties.
Project conclusions can also just be a verbal agreement or email
confirming the end of the project – it depends on the size.
Usually there is a checklist that project managers follow to
ensure all tasks to end the project has been completed.
Activity: MishMash Project - Project sign-off
Each team should meet to develop a checklist that can be
followed to ensure that all tasks to end the project has been
completed.
You should also research on the Internet for a template that
could be used or devise one of their own. It should only include
headings that would be used for a project to be signed off.
Homework/Self-Study
the session.
Management Lifecycle Chapter 6: Project closure
Time will be allcoated at the beginning of the next session to
Recommended reading
Lifecycle

Homework/self-study
Reviewing the project
Project review and feedback will help with future projects and
also team members when implementing further projects.
The review will start at the very beginning of the project and
consider each stage of the lifecycle of the project.
Discuss the benefits of reviewing a project, for example:
learning lessons
improving financial estimates
building relationships with clients
identification of any skills or expertise requirements or training
improving on policies and procedures
identification of the best methodologies and documentation to
use
providing team members with acknowledgement for their
achievements throughout the project.
The project outcomes should also be reviewed. This will
determine whether or not the goal of the project was achieved,
if the outcomes reflected the scope/plan, if the estimates were
accurate, how effective the risk management plan was and if the
project ran to time and resources allocated.
All team members should be involved in the review so that they
themselves can identify or explain any issues, problems or even
successes within the project. Recommendations for
improvements should be encouraged and blame pointing
avoided.
All reviews should also be documented and these can be used

for other projects.
Project Evaluation Reports
A project evaluation report can be completed to finalise the
project’s closure. Discuss the contents of a project evaluation
report, along with how it is structured. The Trainer/Assessor
could source a generic template from the Internet or use the
following Project Evaluation Report Template taken from the
Assessor Resource folder.
Reason for Closing the Project
This could just be a statement to say why the project is being
closed. This is usually because the outputs have been delivered,
the closing date has been reached and/or the budget has been
expended. A project may be closed for other reasons, for
example a change in policy or agency priorities, a loss of
funding or a deadline date reached.
Highlights and Innovations
Describe the highlights of the project and any innovations used
or developed by the project.
Summary of Recommendations
Any recommendations that relate to the project should be listed.
Performance against Objectives
A summary of the actual performance of the project against the
planned performance. All projects vary to some extent from the
original plan, these variations should be identified and the
reasons for the variance described.
Performance against Outcomes
A description of the actual performance of the project in
relation to the achievement of targeted outcomes. Were all
planned targeted outcomes achieved, to what degree? Some

outcomes may not be achieved at this point in time. In this case
details should be given as to when the outcomes are anticipated
to be achieved and who is responsible for their ongoing
measurement and reporting of progress towards their
achievement.
Performance against Outputs
relation to the delivery of the outputs. Were all planned outputs
delivered, to what degree? Were they all accepted? Did the
quality of the outputs meet expectations?
Performance against Budget
The actual performance of the project against the project budget
and comments regarding variations.
For example:
Cost area
Estimated cost
Actual cost
Lessons learnt
This will be a description of any lessons learned whilst the
project was being carried out. For example, the procedures and
processes being used or how the team conducted themselves.
This information could be obtained from having meetings,
emailing a questionnaire or distributing surveys.
Review the following video with students:
https://www.youtube.com/watch?v=ysOFJbadAqw

Activity: Lessons learnt
You should write down a comprehensive list of questions that
could be used to address lessons leant in a project. They can
research these on the Internet and type up for future reference.
Task Ratings
Another part of the review process could be allocating ratings to
each task and how well these were performed or carried out.
This could then be presented as a graph to highlight any
patterns whether it is good or bad.
Activity: MishMash Events - Project Review
Each team is to hold a review meeting and address the following
questions:
1. Was the project run successfully by the team? Give reasons
why/why not.
2. Did all team members meet the project requirements? If not
please state why.
3. Did the project go to schedule? State why it did or did not.
4. A list of lessons learnt.
5. Each team member should then use the following table to
review the project tasks allocated to them.
The rating is whether or not they believe they carried out their
task sufficiently and to deadline:
Tasks allocated
Phase in project
Rate (1-10 with 10 being high)

This table should then be provided to each member of the team.
Activity: Project Evaluation Report
You should complete a project evaluation report.
The report should include the following headings:
Reason for closing the project
Outcome from project review meeting (list down the responses
given from the meeting and include an analysis of task
outcomes delivered by each team member as per the completed
tables - the results should be presented in graph form).
A list of successes and failures
A list of reports used
Lessons learnt
One organisational and one legislative requirement for
undertaking project work
Summary of recommendations
The report should be submitted to your Trainer/Assessor along
with a folder containing all the documentation saved for the
project. The folders and documents should be named and
structured according to the instructions given by your
Trainer/Assessor at the start of the project.
Review and Assessment
The content of this unit has now been covered. The next three
weeks have been allocated for completing the assessment for
this unit. The assessment has been provided in a separate
document.
Review and completion
Ensure that you complete any outstanding activities, reading,
role-plays, meetings, presentations or further tasks that require

observation or submission to the Trainer/Assessor.
Assessment Tasks
Your Trainer/Assessor will discuss each task in detail – please
ensure that you understand the assessment procedures,
submission instructions and deadlines.
Support
The Trainer/Assessor will provide support when required. If any
reasonable adjustment is required please speak with your
Trainer/Assessor or college support services.
Submission
Ensure that you submit all the necessary tasks, in a
professionally presented format and saved as per directed at the
beginning of this Learner Guide.
Page 28 of 28
ONLY)/Learning Material/BSBPMG522 Lesson Plan.docx
Lesson Plan

Table of Contents
Overview 3
Resources 4
Preparation 5
Conducting Lessons 6
Induction 7
Session 1: Introduction 9
Session 1: Topic 1 Define the project 11
Session 2: Topic 2 Develop a project plan 13
Session 5: Topic 4 Finalise project 21
Session 6: Topic 5 Review project 23
Session 7, 8, 9 and 10: Review and Assessment 26
Overview
Duration
6 weeks Content delivery: 3 weeks
Assessment: 3 weeks
Suggested Delivery
Week 1

Week 2
Week 3
Week 4 - 6
Session 7: Review and assessment
Resources
Recommended texts
Project Management Essentials, Therese Linton (2014)
The following resources have been made available for the
delivery of this unit:
PowerPoint slideshows:
The following slideshows can be used to support the delivery of
this lesson:
BSBPMG522 Intro, Topic 1.pptx
BSBPMG522 Topic 4&5.pptx

Each topic for the unit is summarised, following the content
presented in the lesson plan, with notes for the trainer/assessor
where appropriate.
Trainer’s can adapt the slideshow to suit his or her own
teaching methods.
Web links:
Internet links to sources of information, videos or documents
are also provided throughout the lesson plan.
If the links are broken, copy and paste them into your web
browser.
Preparation
Before you commence delivery of these lessons, take the time to
undertake the following:
Read through this document from start to finish. If you have any
queries about how an activity can best be carried out at your
RTO, contact your supervisor for advice.
Read through the recommended texts.
Conduct further research on the Internet if any concepts are not
clear for you.
Perform each of the activities and homework or self-study that
you will give the students.
Before giving each session, read through each day’s plan, as
some preparation may be required.
Sourcing videos
Checking web links
Preparing any technical resources required
Planning role-plays
Setting up activities such as presentations
General planning
Equipment

To carry out the Lesson Plan for this unit, the following
equipment will be needed:
Computers with appropriate software and Internet access
Headsets
Whiteboard
Projector
Conducting Lessons
Lesson Context
A simulated work environment is to be used when carrying out
these lessons.
Therefore, session activities:
Reflect real life work tasks.
Are required to be performed within industry standard
timeframes as specified by assessors in relation to each task.
Are assessed using assessment criteria that relate to the quality
of work expected by the industry.
Are performed to industry safety requirements as relevant.
Use authentic workplace documentation.
Require students to work with others as part of a team.
Require students to plan and prioritise competing work tasks.
Involve the use of standard, workplace equipment such as
computers and software.
Ensure that students are required to consider workplace
constraints such as time and budgets.
Written activities
Activities provided throughout the lesson plan can be
undertaken as homework and submitted to the trainer/assessor
and/or conducted within the lesson as an observed task.
Plagiarism, cheating and collusion.
Where a trainer/assessor believes there has been an incident of
academic misconduct involving plagiarism, cheating, and/or
collusion, they should report this along with reasons for the
allegation. Assessors should refer to their RTO’s policy and

procedures regarding training and assessment for further
information.”
Practical observations
Practical observations provide opportunities for students to
demonstrate both knowledge and skills.
Observe performance from an appropriate position.
Record appropriate comments and use for feedback purposes.
Homework/Self-study
At the end of each session homework/self-study can be set at
the discretion of the Assessor. Suggested activities are also
provided.
Induction
The following slideshow outlines the induction information
provided below for this unit:
Induction and administrative procedures
Provide your RTO’s induction and housekeeping procedures, or
follow the suggested outline:
· Cover any general housekeeping such as:
· trainer/assessor administration
· emergency procedures
· location of toilets and fire exits
· WHS, security
· break times
· plagiarism and any other policies and procedures that the
college requires the student to acknowledge or read and agree
to, such as mobile phone policies or Internet usage policies.
Folder management and naming documents
Discuss and demonstrate where and how you would like
students to save their work.
As a guide, students should keep all their work for this unit in a
folder that has the unit code as its name, along with the
student’s name. For example:

Any activities and assessment tasks should then be saved to this
folder.
Students should name documents logically within the folder
structure, it should include:
· Unit code
· Task number
· Task name
· Student last name (optional)
· The date or version number (optional)
For example:
Back up
Students should always have a back up of their work on a
different device. If the college has a network drive encourage
students to use the drive and then back up to a USB or
removable hard drive. If they are using a USB to save files then
they should keep a back up on their laptop or home computer.
Lesson overview
Provide the students with an overview of the unit and how it
will be structured and delivered.
An outline of the suggested delivery is provided on the slide.
Assessment
The assessment is provided in a separate document and should
be made available to the students once the content has been
delivered, along with the deadlines and procedures for
submission.

Recommended readingProject Management Essentials Part 1:
Project Management LifecycleChapter 1 Introduction
Slideshow
Use the slideshow BSBPMG522 Intro-Topic 1.pptx to support
the delivery of this topic.
management
Students collectively brainstorm all the concepts that are
involved in project management. For example scope, goals,
objectives, plans, schedules, methodologies, etc. Write these on
the board.
Video clip: What is Project Management - Training Video
Project management explained simply makes an excellent
training video to help newcomers to the topic understand the
core concepts of PM.
https://www.youtube.com/watch?v=9LSnINglkQA (02:41)
The text refers to the PMBOK project management
methodology:
they arise.

Activity: PMBOK
View the following slideshow providing an overview of the
PMBOK’s five-phase project lifecycle (30 slides)
&slide=2
Firstly direct students to the following site, which highlights
some major projects, which either failed or succeed in project
management terms:
objectives, students can read further information from:
http://calleam.com/WTPF/?p=3501
Divide the class into pairs or small groups.
Using the Internet, students research three separate projects that
have failed. Provide a brief summary of the project and list
down the reasons for failure.
the class. Clearly state the project goals and how it failed.
https://www.youtube.com/watch?v=zPXQ5lSQgV0 (2min 33)

Students should be given the opportunity to develop their skills
and understanding of project management software. The text,
Professional as the recommended software, however the
trainer/assessor can choose any appropriate or available
software to demonstrate the functions and tools of software
program.
trial). Visit http://www.capterra.com/project-management-
software/
Using an example provide a demonstration and/or explain the
features and tools and benefits of using project management
software for supporting managing projects.
Select a program that all students can use. It will be easier to
demonstrate and use if they are all using the same software.
Allow some time to introduce the software and go through some
of the tools and functions. Students should then use the software
for any activities or mini-projects that they undertake to provide
some experience in using project management software.
be used for collaboration in project management. For example:
Zoho Projects
https://www.youtube.com/watch?v=XPvAbamAhik (1min 23).
Divide students into small teams. They can stay in these teams
throughout the unit.
Each group is to research two online collaborative project

Session 1 Topic 1 Define the project
Recommended reading
Lifecycle
Chapter 2 Project Initiation
Chapter 7 Project scope management
Slideshow
Use the slideshow BSBPMG522 Intro-Topic 1.pptx to support
the delivery of this topic.
The following scenario could be used as an example project that
students can refer to during the unit.
Students could work in small teams to undertake activities
relating to this scenario. Perhaps discuss this scenario with
students and make any assumptions required.
Use the scenario and activities to provide students with some
practical experience for each of the topics covered.
The project is to create a program that can be used to deliver the
courses.
This will include allocating work tasks to members of the team,
such as working out timings and budget of the course or how the
marketing will run alongside each course, the venues,
refreshments and all the resource allocations. The deadline for
completion of the project is Week 3 Session 5 – regardless of

whether or not the project activities are complete. All the
information for the project has been given below:
for businesses in the local community. The courses for the first
year would be Presentation Skills, Work and Communicate in
the Workplace, Leadership Skills and Recycling in the
Workplace. They will need to organise speakers, venues,
marketing, documentation, registration and refreshments. The
marketing includes advertising in the local paper, flyers, emails,
and running a Facebook page to promote the courses. There is
one presenter per course and the venue will depend on the
number of participants attending. Registration and payments
must be made 4 weeks previous to the course so that it can be
determined whether it will run.
They would like courses running each term. There are three
terms lasting 3 months each. Courses can only run if there are
enough participants to cover the costs and also make a profit of
at least 15% or more. The courses need to be costed and
approved by management to see if it is a viable project.
deadlines, budgets, etc. are coordinated appropriately. Your
Activity: Brainstorm – what consists of a project scope?

Students collectively brainstorm all the concepts that are
involved in project scoping. For example framework, pathway
for a project, boundaries, activities involved, authorisation,
project life cycle, etc. Write these on the board.
Project Scope
· framework for the management and implementation of a
project.
· A pathway mapped from initiation to sign off
· Sets a boundary around what the project is and is not about
· Allows for project work activities to be properly authorised
· Goals and objectives are followed
· A project should remain on time and to budget
Project managers perform the project scoping with
responsibility in monitoring, refining, identifying the scope
creep, reporting to authorities on changes.
But no two projects are exactly alike…Therefore this requires:
· flexibility
· adaptability
· constant review of project scope
scoping.
Project Scoping and Project Phases
Following the brainstorm, show the major scoping activities in
each phase are outlined below:
Major activities include identifying the project objectives and
resources required to achieve them. It will also clarify the

relationship of the project to other projects and/or the
organisation’s objectives.
Once a project is approved a project manager and team will be
formally appointed. Authorisation for the project will occur
and then the team will be briefed on the activities that are
required.
Key stakeholders are consulted for agreement and approval on
the objectives and deliverables. The project manager will then:
· define work activities
· identify any constraints, assumptions, timelines, budget and
resources
· define project outcomes as a basis for the evaluation of project
performance
· develop the scope management plan
Scoping functions include implementing the agreed scope
management procedures and processes and review of the project
progress. Any changes are monitored and change control
procedures used to ensure that the outcomes and deliverables
are continued to be met under the new circumstances.
Phase 4: Review
A final review of project processes and evaluation of achieved
objectives and delivered outcomes are made. It will identify
issues, recommend improvements and document any
recommendations for future projects.
Documentation
The following documents can be used to initiate projects:
· Project Charter – this document includes key project
information including an outline of the project and objectives,
as well as roles and responsibilities. It serves as a reference for

the future of the project, as well as a document that can be used
to initiate the project.
· Business Case – This document includes the business case for
the project including the issues, solutions and business benefits,
costs, risk and issues. It also includes recommendations,
including details of the project that will be the solution.
· Project Initiation Document – this document is similar to the
project charter, containing key project information.
· Project Scope Management Plan – includes detailed
information about a project, including a scope statement,
project boundaries and a detailed work breakdown structure.
Project boundaries
The scope definition works out what is part of the project and
what is not part of the project. This includes setting the
boundaries for:
· constraints
· assumptions
· dependencies
· exclusions
· related projects
the project.
Project outcomes and deliverables
· subdivision of deliverables into smaller manageable
components
· using a work breakdown structure that facilitates cost,
scheduling, quality of outcomes and to confirm a common
understanding of the full scope of the project.

Find an example of each of the following. This can be
researched on the Internet or sourced from the workplace.
Project Charter
Save a copy of each example in your folder for future reference.
Review each of the documents and then identify each of the
following;
· What is the project scope? How does it link to other projects
· Who are the project stakeholders?
· What resources are available?
· What are the reporting arrangements?
Discuss responses as a group.
Homework/Self-Study
from the session.
If not completed in class, direct students to undertake the
Revision questions from Project Management Essentials PART
1: Project Management Lifecycle Chapter 2 Project Initiation.
Allocate time at the beginning of the next session to discuss
student’s responses.
Homework/Self-study - discussion questions
Allocate some time at the beginning of the session to discuss
the questions/activities or project work that students undertook
as part of their self-study.
This time could also be used to review and consolidate the topic

covered in the previous session and provide a time for Q&A.
Use the Discussion questions provided at the end of Chapter 2
to support the review of the topic.
Session 2: Topic 2 Develop a project plan
Recommended reading
Lifecycle
Slideshow
Use the slideshow BSBPMG522 Topic 2.pptx to support the
delivery of this topic.
Project plans
Discuss with students the type of information that should be
included in a project plan – use the MishMash scenario to help
demonstrate each phase of the project planning. The following
list is not comprehensive:
Background/context
for success)
Budget
Communications
Risk management strategy (including any WHS risks)
Using the headings below work through how to create a project
management plan for MishMash Events with students. They
should type their answers in a word-processed document and
keep it for future reference.
Title of project

Background/context
for success)
Project activities and milestones/work breakdown
Deliverables
Budget and allocation of resources
Timelines
Risk management (including any WHS risks)
(Students could use the table, which has been taken from the
Project Management Plan Template, provided in the Assessor
Resources)
Project area
Actions
Responsibility
Scheduled start
Scheduled finish

Budget
Cost area
Details
Estimated cost
Total
Communication type
Description
Who
Scheduled start
Scheduled finish

Risk
Likelihood
Severity
Students should then work in their teams to develop a project
plan for the scenario provided. They will need to work together
to consult on each step and ensure that they divide the work

Each group is to have their project approved by another group
in the class (this should be a formal procedure). The approving
approval of the project to go ahead. Alternatively the Trainer
can approve this.
exercise.
Homework/Self-Study
from the session.
1: Project Management Lifecycle Chapter 3 Project Planning.
Recommended reading
Lifecycle

Slideshow
establishing good communication channels. Each team member
should have a defined role to play within the team. Ask students
why they think this is important.
Students will need to hold a meeting to discuss their roles and
responsibilities for this project.
this exercise.
Each group should then address the following:
will be the same)
Determine if the team have enough resources to complete each
of the activities and meet the deliverables. If not list down any
additional resources required.
carrying out the tasks and if deadlines are being met? How can
the tasks be managed? (This can still be a team discussion).
If the team feels that they are not working well together they
should consult with the Trainer.

Record keeping
As a class, discuss/brainstorm the type of information that
should be recorded and kept for the lifecycle of the project.
quality documents
contracts
milestone reports
risk assessment
communication plans
Ask students if there are any related legal documentation that
should be kept. They could research this question. Discuss their
responses.
Activity: MishMash Project – Keeping records
The team must be able to present their work in a structured
manner. State that as part of MishMash Event’s policies and
procedures, it is specified that each project is recorded in the
following way:
- All actions, documentation, issues, meetings, deliverables
should be recorded appropriately.
- Each project should be saved in a folder structure that includes
the name of the project and any other documentation should
contain reference to the project. For example:
MishMash Project Plan.doc
MishMash Meeting 15-10-2017.doc
Each group should discuss how they will carry out their
recording and file management.
They should decide upon and document the type of record
keeping system that will be used, along with the documentation
that will be kept.
The group should also include a list of WHS requirements for
the project.

Activity: MishMash Project – Finalise the project management
plan
the project plan is ready for approval. Once they are ready, each
team should arrange a meeting with the Trainer to seek approval
to proceed.
The trainer should allocate time within this session for meetings
with each team.
they are all ready to begin with the project work. They should
then start to execute the project deliverables.
Homework/Self-Study
from the session.
1: Project Management Lifecycle Chapter 4 Project Execution.

Recommended reading
Lifecycle
Chapter 5: Project monitoring and controlling
Chapter 13: Project risk management
Slideshow
Finances/Resources
The management of finances and resources should be monitored
throughout the project. Discuss:
team members
finances
resources
quality systems
Project managers need to ensure that all the tasks allocated to
team members are actually being carried out according to
budget and deadlines set. Regular meetings and reports will
document the progress of the project.
Demonstrate how project management software can help
manages to keep track of tasks along with tools such as Gantt
charts.
Discuss:
budget estimates may change
actual cost versus baseline costs

The standards of quality for the project should be established at
the beginning of the project so that any changes in government
legislation or internal business policies and procedures relating
to quality can be adjusted.
The project teams should continue to work on the project
deliverables.
They should have another meeting to ensure that each team
member has equal roles and responsibilities and that the project
deliverables are being met or are on target. The project manager
must ensure that each team member is supported in his or her
role. Any issues should be recorded and discussed with the
trainer.
A record of the meeting should be distributed to all team
members.
Reporting
All stakeholders will require regular progress reports on the
project. The reports should show a true reflection of the overall
success or failures of the project as it progresses. These could
be in the form of:
Budget
Expenditure
Milestones reached
Businesses usually have templates for these reports or if project
management software is being used then these are generally
automated.
Class discussion: What reports can be generated from the
project management software being used for their project?

Activity: Project Update
The team should meet and hold a discussion to identify if each
deliverable can be completed in the timeframe allocated. After
discussion the team will need to create a project status report to
give to the trainer. They could use a template from the Internet
or just create their own document.
Risk Management
To avoid a project failing, there are a number of areas that
should be monitored, such as:
underestimation of work loads
errors or mistakes that occur
delays in moving from one work task to another
lack of expertise or skills required for the project
poor budgeting
inaccurate budgeting
lack of communication with the client
lack of communication and support with team members
poor project management
lack of planning
lack of control processes and reviews.
Risk management, plans, processes and procedures should be
implemented BEFORE the project begins and then reviewed as
the project develops.
Activity: MishMash Project – Risk management
Each team should hold a Risk Management meeting.
Have any issues arisen that were not planned or thought of at
the beginning of the project?
Is there any chance that the project could fail?

The meeting should be recorded and a copy of the minutes
distributed to each team member.
Homework/Self-Study
from the session.
1: Project Management Lifecycle Chapter 5: Project
monitoring and controlling and Chapter 13: Project risk
management.
Read through Project Management Essentials - PART 1: Project
Management Lifecycle
Chapter 10 Project Quality management and undertake the
Revision questions.
Students should work on their projects if required.
Use the Discussion questions provided at the end of Chapter 5,
Chapter 10 and Chapter 13 to support the review of the topic.
Recommended reading

Lifecycle
Slideshow
Use the slideshow BSBPMG522 Topic 4&5.pptx to support the
Activity: MishMash Event Project – Finalising the project
Students should be allocated time to finalise their project. This
day should be the deadline for completion of the project,
regardless of whether or not they have completed all the tasks
or not.
Financial record summary
Reporting on the financial outcomes of a project will show
whether or not the project was over or under budget. The
success of a project is closely measured by the final costs and
whether or not these match the project baseline or budgeted
costs.
Class discussion: How can you ensure that these records are
accurate?
Team reassignment
Once a project has been complete, the team members will need
to be re-assigned to other roles or the roles that they were
initially undertaking.
The performance of the project and the individual team
members should also be evaluated – this will help with future
projects and also provide the team with constructive feedback.
With the end of some projects the clients may invite the team to
celebrate the finalising of the project. The project manager may
also have an end of project team meeting to de-brief the team on
the success or failure of the project and how each team member

contributed to this.
Project sign-off
Stakeholders, team members and some third parties involved in
the project will require project documentation that will
officially conclude the project. Provide an overview of:
the overall success or failure of the project
a list of the agreed outcomes and deliverables that have been
met/or not met
any associated project documentation
a sign off to show that the project has been ended by all parties.
Project conclusions can also just be a verbal agreement or email
confirming the end of the project – it depends on the size.
Usually there is a checklist that project managers follow to
ensure all tasks to end the project has been completed.
Activity: MishMash Project - Project sign-off
Each team should meet to develop a checklist that can be
followed to ensure that all tasks to end the project has been
completed.
Students could research on the Internet for a template that could
be used or devise one of their own. It should only include
headings that would be used for a project to be signed off.
Homework/Self-Study
from the session.
1: Project Management Lifecycle Chapter 6: Project closure

Students should continue to work on their projects if required.
Recommended reading
Lifecycle
Slideshow
Use the slideshow BSBPMG522 Topic 4&5.pptx to support the
Reviewing the project
Project review and feedback will help with future projects and
also team members when implementing further projects.
The review will start at the very beginning of the project and
consider each stage of the lifecycle of the project.
Discuss the benefits of reviewing a project, for example:
learning lessons

improving financial estimates
building relationships with clients
identification of any skills or expertise requirements or training
improving on policies and procedures
identification of the best methodologies and documentation to
use
providing team members with acknowledgement for their
achievements throughout the project.
The project outcomes should also be reviewed. This will
determine whether or not the goal of the project was achieved,
if the outcomes reflected the scope/plan, if the estimates were
accurate, how effective the risk management plan was and if the
project ran to time and resources allocated.
All team members should be involved in the review so that they
themselves can identify or explain any issues, problems or even
successes within the project. Recommendations for
improvements should be encouraged and blame pointing
avoided.
All reviews should also be documented and these can be used
for other projects.
Project Evaluation Reports
A project evaluation report can be completed to finalise the
project’s closure. Discuss the contents of a project evaluation
report, along with how it is structured. The trainer could source
a generic template from the Internet or use the following Project
Evaluation Report Template taken from the Assessor Resource
folder.
Reason for Closing the Project
This could just be a statement to say why the project is being
closed. This is usually because the outputs have been delivered,
the closing date has been reached and/or the budget has been

expended. A project may be closed for other reasons, for
example a change in policy or agency priorities, a loss of
funding or a deadline date reached.
Highlights and Innovations
Describe the highlights of the project and any innovations used
or developed by the project.
Summary of Recommendations
Any recommendations that relate to the project should be listed.
Performance against Objectives
A summary of the actual performance of the project against the
planned performance. All projects vary to some extent from the
original plan, these variations should be identified and the
reasons for the variance described.
Performance against Outcomes
relation to the achievement of targeted outcomes. Were all
planned targeted outcomes achieved, to what degree? Some
outcomes may not be achieved at this point in time. In this case
details should be given as to when the outcomes are anticipated
to be achieved and who is responsible for their ongoing
measurement and reporting of progress towards their
achievement.
Performance against Outputs
relation to the delivery of the outputs. Were all planned outputs
delivered, to what degree? Were they all accepted? Did the
quality of the outputs meet expectations?
Performance against Budget
The actual performance of the project against the project budget

and comments regarding variations.
For example:
Cost area
Estimated cost
Actual cost
Lessons learnt
This will be a description of any lessons learned whilst the
project was being carried out. For example, the procedures and
processes being used or how the team conducted themselves.
This information could be obtained from having meetings,
emailing a questionnaire or distributing surveys.
Review the following video with students:
https://www.youtube.com/watch?v=ysOFJbadAqw
Activity: Lessons learnt
Students should write down a comprehensive list of questions
that could be used to address lessons leant in a project. They
can research these on the Internet and type up for future
reference.
Task Ratings
Another part of the review process could be allocating ratings to
each task and how well these were performed or carried out.
This could then be presented as a graph to highlight any
patterns whether it is good or bad.

Activity: MishMash Events - Project Review
Each team is to hold a review meeting and address the following
questions:
1. Was the project run successfully by the team? Give reasons
why/why not.
2. Did all team members meet the project requirements? If not
please state why.
3. Did the project go to schedule? State why it did or did not.
4. A list of lessons learnt.
5. Each team member should then use the following table to
review the project tasks allocated to them.
The rating is whether or not they believe they carried out their
task sufficiently and to deadline:
Tasks allocated
Phase in project
Rate (1-10 with 10 being high)
This table should then be provided to each member of the team.
Activity: Project Evaluation Report
Each student should complete a project evaluation report.
The report should include the following headings:
Reason for closing the project
Outcome from project review meeting (list down the responses
given from the meeting and include an analysis of task
outcomes delivered by each team member as per the completed
tables - the results should be presented in graph form).

A list of successes and failures
A list of reports used
Lessons learnt
One organisational and one legislative requirement for
undertaking project work
Summary of recommendations
The report should be submitted to the trainer along with a folder
containing all the documentation saved for the project. The
folders and documents should be named and structured
according to the instructions given by the trainer at the start of
the project.
Session 7, 8, 9 and 10: Review and Assessment
The content of this unit has now been covered. The next two
weeks have been allocated for trainer/assessor review and
student completion of assessment tasks.
Review and completion
Allocate time for students to complete any outstanding
activities, reading, role-plays, meetings, presentations or further
tasks that require observation or submission to the
trainer/assessor.
The trainer/assessor should allow time to review any topics or
activities undertaken by students to consolidate their learning.
Discuss the Assessment Tasks
Take time to discuss each task in detail if required, and ensure
that the students understand the assessment procedures,
submission instructions and deadlines.
Students should use these sessions to work on their assessment

tasks, with support from the trainer/assessor.
Short Answer Test
Allocate one hour for the completion of Assessment Task 1 –
Short answer test. This is an open book test but is required to
take place under supervision test conditions.
Support
The trainer/assessor should provide as much support as is
appropriate for students whilst they undertake their assessment
tasks. The trainer/assessor may have to timetable meetings or
role-play’s that require observation for assessment so it is
important to ensure that this has been considered into the lesson
planning over the last two weeks of assessment.
Housekeeping
Provide some time at the end of the last session for
housekeeping such as administrational duties, student feedback
and farewells.
1
ONLY)/Learning Material/BSBPMG522 Topic 2.pptx
1
2018

1
Topic 2
2
Develop project plan
2018
2
3
Recommended reading
Lifecycle
2018
demonstrate each phase of the project planning. The list is not
comprehensive and students could add to it.

3
4
Project plans
Background/context
for success)
Budget
Communications
2018
demonstrate each phase of the project planning. The list is not
comprehensive and students could add to it.
4
5
Title of project
Background/context
Objectives
Target outcomes
How the success of the project will be measured
Project activities and milestones

Budget
2018
Using the headings work through how to create a project
management plan for MishMash Events with students. They
should type their answers in a word-processed document and
keep it for future reference.
Students should then work in their teams to develop a project
plan for the scenario provided. They will need to work together
to consult on each step and ensure that they divide the work
Each group is to have their project approved by another group
in the class (this should be a formal procedure). The approving
approval of the project to go ahead. Alternatively the Trainer
can approve this.
exercise.
5
6
Title of project
2018

6
7
Background/context
2018
7
8
Objectives
(the aim of the project)
2018
8
9
Target outcomes
(Benefits that the project intends to achieve)
2018

9
10
How the success of the project will be measured
(list of criteria for success)
2018
10
11
Project activities and milestones
2018
11

12
Budget
2018
12
13
2018
13
14

2018
14
15
Homework/Self-Study
Complete any outstanding reading or activities from the session.
If not completed in class, undertake the Revision questions from
Project Management Essentials PART 1: Project Management
Lifecycle Chapter 3 Project Planning.
2018
15
Project area
Actions
Responsibility
Scheduled start
Scheduled finish

Cost area
Details
Estimated cost
Total
Communication type
Description
Who
Scheduled start
Scheduled finish

Risk
Likelihood
Severity
ONLY)/Learning Material/BSBPMG522 Topic 3.pptx
1
2018

1
2
2018
2
3
2018
Recommended reading
Project Management Essentials –
PART 1: Project Management Lifecycle
3
4
2018
Each team member should have a defined role to play within the
team.

Why is this important?
establishing good communication channels.
4
5
2018
Hold a meeting to discuss roles and responsibilities for this
project.
this exercise.
Each group should then address the following…
5
6
2018

will be the same)
Each team should determine if they have enough resources to
complete each of the activities and meet the deliverables. If not
list down any additional resources required.
6
7
2018
carrying out the tasks and if deadlines are being met?
How can the tasks be managed? (This can still be a team
discussion).

If the team feels that they are not working well together they
should consult with the Trainer.
7
8
2018
Record keeping
Brainstorm the type of information that should be recorded and
kept for the lifecycle of the project.
quality documents
contracts
milestone reports
risk assessment
communication plans
Q. Ask students if there are any related legal documentation
that should be kept. They could research this question. Discuss
their responses
8

BSBPMG522 - Undertake project work (For students ONLY)Learning .docx

BSBPMG522 - Undertake project work (For students ONLY)Learning .docx

Recommended

Recommended

More Related Content

Similar to BSBPMG522 - Undertake project work (For students ONLY)Learning .docx

Similar to BSBPMG522 - Undertake project work (For students ONLY)Learning .docx (20)

More from curwenmichaela

More from curwenmichaela (20)

Recently uploaded

Recently uploaded (20)

BSBPMG522 - Undertake project work (For students ONLY)Learning .docx