Modification History
Not applicable.
Unit Descriptor
This unit covers the management of a straightforward project or a section of a larger project. It focuses on the application of project management skills and the requirement to meet timelines, quality standards, budgetary limits and other requirements set for the project.
This unit addresses the management of projects including the development of a project plan, administering and monitoring the project, finalising the project and reviewing the project to identify lessons learnt for application to future projects.
The unit does not apply to specialist project managers. For specialist project managers, the units of competency in the Project Management domain will be applicable.
This unit covers the management of a straightforward project or a section of a larger project. It focuses on the application of project management skills and the requirement to meet timelines, quality standards, budgetary limits and other requirements set for the project.
This unit addresses the management of projects including the development of a project plan, administering and monitoring the project, finalising the project and reviewing the project to identify lessons learnt for application to future projects.
The unit does not apply to specialist project managers. For specialist project managers, the units of competency in the Project Management domain will be applicable.
Application of the Unit
Not applicable.
Licensing/Regulatory Information
Not applicable.
Pre-Requisites
Not applicable.
Employability Skills Information
Not applicable.
Elements and Performance Criteria Pre-Content
Not applicable.
Elements and Performance Criteria
Elements and Performance Criteria |
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Element |
Performance Criteria |
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1 |
Define project |
1.1 |
Project scope and other relevant documentation is accessed |
1.2 |
Project stakeholders are defined |
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1.3 |
Clarification is sought from delegating authority of any issues related to project and project parameters |
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1.4 |
Limits of own responsibility and reporting requirements are identified |
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1.5 |
Relationship of project to other projects and to the organisation's objectives is clarified |
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1.6 |
Available resources to undertake project are determined and accessed |
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2 |
Develop project plan |
2.1 |
Project plan including timelines, task breakdown, roles and responsibilities is developed |
2.2 |
Appropriate project management tools are identified and accessed |
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2.3 |
Risk management plan, which includes OHS, is formulated for project |
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2.4 |
Project budget is developed and approved |
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2.5 |
Team members are consulted and their views taken account of in planning the project |
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2.6 |
Project plan is finalised and any necessary approvals gained to commence project according to documented plan |
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3 |
Administer and monitor project |
3.1 |
Action is taken to ensure that project team members are clear about their responsibilities and the requirements of the project |
3.2 |
Support is provided to project team members, especially with regard to special needs, to ensure that the quality of the expected outcomes of the project and documented timelines are met |
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3.3 |
Required record keeping systems are established and maintained throughout the project |
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3.4 |
Plans for managing project finances, human, physical and technical resources and quality are implemented and monitored |
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3.5 |
Project reports are completed and forwarded as required to stakeholders |
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3.6 |
Risk management is undertaken as required to ensure project outcomes are met |
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3.7 |
Project deliverables are achieved |
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4 |
Finalise project |
4.1 |
Financial record keeping associated with project is completed and checked for accuracy |
4.2 |
Staff involved in project are assigned to new roles or reassigned to previous roles |
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4.3 |
Project documentation is completed and any necessary sign offs obtained for concluding project |
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5 |
Review project |
5.1 |
Project outcomes and processes are reviewed against the project scope and plan |
5.2 |
Team members are involved in the review of the project |
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5.3 |
Lessons learnt from project are documented and reported within the organisation |
Required Skills and Knowledge
Not applicable.
Evidence Guide
The Evidence Guide provides advice to inform and support appropriate assessment of this unit. It contains an overview of the assessment requirements followed by identification of specific aspects of evidence that will need to be addressed in determining competence. The Evidence Guide is an integral part of the unit and should be read and interpreted in conjunction with the other components of competency. Assessment must reflect the endorsed Assessment Guidelines of the parent Training Package.
Overview of Assessment Requirements
A person who demonstrates competency in this standard must be able to provide evidence that they have successfully managed projects - either a straightforward project or a section of a larger project.
This evidence will cover the application of project management skills and the meeting of timelines, quality standards, budgetary limits and other requirements set for the project.
Specific Evidence Requirements
Required knowledge and understanding include :
organisational policies and procedures that may impact on the project and management of the project, for example:
- OHS
- procurement
- human resources
- quality standards
- risk assessment
organisational structure and lines of authority and communication within the organisation
how the project relates to organisation's overall mission, goals, objectives and operations
available learning and development options external and internal to organisation
Required skills and attributes include :
ability to relate to people from a range of social, cultural and ethnic backgrounds and physical and mental abilities
communication and negotiation skills
written and verbal communication skills
ability to relate to team members and delegating authority, clients and customers as appropriate
personal time management skills
budget review and monitoring skills
leadership and management skills
use of project management tools
application of quality management skills including testing and auditing as appropriate
attributes:
- attention to detail
- thoroughness
- communicative
- accuracy
Key competencies or generic skills relevant to this unit
The seven key competencies represent generic skills considered essential for effective work participation. Innovation skills represent a further area of generic competence. The bracketed numbering indicates the performance level required in this unit:
Level (1) represents the competence to undertake tasks effectively
Level (2) represents the competence to manage tasks
Level (3) represents the competence to use concepts for evaluating and reshaping tasks.
The bulleted points provide examples of how the key competencies can be applied for this unit.
Communicating ideas and information (2)
written and verbal communication skills for report writing, documenting project, working with team members and stakeholders
negotiating and consulting with team members, stakeholders
Collecting, analysing and organising information (2)
gathering information associated with planning, monitoring and evaluating project
Planning and organising activities (2)
scheduling required for project
supervising project team
Working in a team (3)
leading project team
liaising with other enterprise personnel including management, funding bodies, customers/clients, stakeholders involved in project
Using mathematical ideas and techniques (1)
applying basic numerical skills for managing finances associated with project and procurement activity
using basic numerical skills to develop schedules for project
Solving problems (2)
identifying potential problems that may arise in project
addressing problems arising in project
Using technology (1)
using word processing packages to complete necessary documentation
using spreadsheets or other relevant project management software and tools
Innovation skills (2)
determining lessons learnt from project to apply to future projects
Products that could be used as evidence include :
project plans
emails, letters, financial statements, other documentation relating to project management and execution
project reports
samples, prototypes, other physical products produced in project
reports of lessons learnt from review process
Processes that could be used as evidence include :
how project scope and other relevant documentation was accessed
how project stakeholders were defined
how risk management plan was developed and implemented
how resources were determined and accessed
how project plan was formulated
how project team members were led in managing project
how project was monitored and managed
how project was finalised and closure effected
how project was reviewed
Resource implications for assessment include :
access to workplace project documentation
reports from third parties consulted in managing projects
Validity and sufficiency of evidence requires :
that where assessment is part of a learning experience, evidence will need to be collected over a period of time, involving both formative and summative assessment
at least three examples of projects managed by the assessee
assessment may be through simulated project based activity or actual development and implementation of contracting arrangements
Integrated competency assessment :
this unit can be assessed alone or as part of an integrated assessment activity involving other relevant common business and frontline management units associated with customer service delivery, teamwork, documentation and organising own work.
The Evidence Guide provides advice to inform and support appropriate assessment of this unit. It contains an overview of the assessment requirements followed by identification of specific aspects of evidence that will need to be addressed in determining competence. The Evidence Guide is an integral part of the unit and should be read and interpreted in conjunction with the other components of competency. Assessment must reflect the endorsed Assessment Guidelines of the parent Training Package.
Overview of Assessment Requirements
A person who demonstrates competency in this standard must be able to provide evidence that they have successfully managed projects - either a straightforward project or a section of a larger project.
This evidence will cover the application of project management skills and the meeting of timelines, quality standards, budgetary limits and other requirements set for the project.
Specific Evidence Requirements
Required knowledge and understanding include :
organisational policies and procedures that may impact on the project and management of the project, for example:
- OHS
- procurement
- human resources
- quality standards
- risk assessment
organisational structure and lines of authority and communication within the organisation
how the project relates to organisation's overall mission, goals, objectives and operations
available learning and development options external and internal to organisation
Required skills and attributes include :
ability to relate to people from a range of social, cultural and ethnic backgrounds and physical and mental abilities
communication and negotiation skills
written and verbal communication skills
ability to relate to team members and delegating authority, clients and customers as appropriate
personal time management skills
budget review and monitoring skills
leadership and management skills
use of project management tools
application of quality management skills including testing and auditing as appropriate
attributes:
- attention to detail
- thoroughness
- communicative
- accuracy
Key competencies or generic skills relevant to this unit
The seven key competencies represent generic skills considered essential for effective work participation. Innovation skills represent a further area of generic competence. The bracketed numbering indicates the performance level required in this unit:
Level (1) represents the competence to undertake tasks effectively
Level (2) represents the competence to manage tasks
Level (3) represents the competence to use concepts for evaluating and reshaping tasks.
The bulleted points provide examples of how the key competencies can be applied for this unit.
Communicating ideas and information (2)
written and verbal communication skills for report writing, documenting project, working with team members and stakeholders
negotiating and consulting with team members, stakeholders
Collecting, analysing and organising information (2)
gathering information associated with planning, monitoring and evaluating project
Planning and organising activities (2)
scheduling required for project
supervising project team
Working in a team (3)
leading project team
liaising with other enterprise personnel including management, funding bodies, customers/clients, stakeholders involved in project
Using mathematical ideas and techniques (1)
applying basic numerical skills for managing finances associated with project and procurement activity
using basic numerical skills to develop schedules for project
Solving problems (2)
identifying potential problems that may arise in project
addressing problems arising in project
Using technology (1)
using word processing packages to complete necessary documentation
using spreadsheets or other relevant project management software and tools
Innovation skills (2)
determining lessons learnt from project to apply to future projects
Products that could be used as evidence include :
project plans
emails, letters, financial statements, other documentation relating to project management and execution
project reports
samples, prototypes, other physical products produced in project
reports of lessons learnt from review process
Processes that could be used as evidence include :
how project scope and other relevant documentation was accessed
how project stakeholders were defined
how risk management plan was developed and implemented
how resources were determined and accessed
how project plan was formulated
how project team members were led in managing project
how project was monitored and managed
how project was finalised and closure effected
how project was reviewed
Resource implications for assessment include :
access to workplace project documentation
reports from third parties consulted in managing projects
Validity and sufficiency of evidence requires :
that where assessment is part of a learning experience, evidence will need to be collected over a period of time, involving both formative and summative assessment
at least three examples of projects managed by the assessee
assessment may be through simulated project based activity or actual development and implementation of contracting arrangements
Integrated competency assessment :
this unit can be assessed alone or as part of an integrated assessment activity involving other relevant common business and frontline management units associated with customer service delivery, teamwork, documentation and organising own work.
Range Statement
The Range Statement adds definition to the unit by elaborating critical or significant aspects of the performance requirements of the unit. The Range Statement establishes the range of indicative meanings or applications of these requirements in different operating contexts and conditions. The specific aspects which require elaboration are identified by the use of italics in the Performance Criteria.
Legislation , codes and national standards relevant to the workplace which may include :
award and enterprise agreements and relevant industrial instruments
relevant legislation from all levels of government that affects business operation, especially in regard to Occupational Health and Safety and environmental issues, equal opportunity, industrial relations and anti-discrimination
relevant industry codes of practice
Project scope and other relevant documentation refers to:
project brief
contract or other agreement
project plan or summary
other documents outlining the expected outcomes of the project, inclusions and exclusions from project, timeframes for project, quality standards for project, project resources
Stakeholders might include:
project sponsor
management, employees and relevant key personnel (internal and external) with special responsibilities
clients or customers (internal and external)
funding bodies
Delegating authority might include:
project sponsor
manager or management representative
funding body
customer or client
Project parameters will include:
scope of project
legislative and quality standards
timelines
finances for project
integration of project within organisation
risks associated with project, including OHS
reporting requirements
procurement requirements associated with project
physical, human and technical resources available or required for project
Project plan will include:
details of how the project will be executed including management of project in relation to the project parameters identified above
Project management tools might include:
project management software
technical resources required for the project e.g. OHS management system tools
Gantt and bar charts
PERT charts
Critical Path Method
cost schedule control system
logistics support analysis
life cycle cost analysis
spreadsheets
Support for team members might include:
supervision, mentoring and coaching
feedback
encouragement
additional physical, human and technical resources (within allocated budget) if and as required
regular meetings of project team
learning and development
Required record keeping systems might include systems for:
financial data including costs, expenditure, income generated, purchases
quality data including any test results
recording of time spent on project and progress in completing project
correspondence
samples, prototypes, models
outcomes of project
Risk management might include:
seeking further resources to meet deadline
negotiating an extension of deadline or redefining completion or quantities or quality of outcomes
reducing costs
researching and applying more efficient methods of completing project tasks
sharing of ideas to gain improvements to work undertaken within the project
outsourcing some aspects of the project
changing roles and responsibilities within project team
Necessary sign -offs might be required by:
project sponsor
management
funding body
clients customers
The Range Statement adds definition to the unit by elaborating critical or significant aspects of the performance requirements of the unit. The Range Statement establishes the range of indicative meanings or applications of these requirements in different operating contexts and conditions. The specific aspects which require elaboration are identified by the use of italics in the Performance Criteria.
Legislation , codes and national standards relevant to the workplace which may include :
award and enterprise agreements and relevant industrial instruments
relevant legislation from all levels of government that affects business operation, especially in regard to Occupational Health and Safety and environmental issues, equal opportunity, industrial relations and anti-discrimination
relevant industry codes of practice
Project scope and other relevant documentation refers to:
project brief
contract or other agreement
project plan or summary
other documents outlining the expected outcomes of the project, inclusions and exclusions from project, timeframes for project, quality standards for project, project resources
Stakeholders might include:
project sponsor
management, employees and relevant key personnel (internal and external) with special responsibilities
clients or customers (internal and external)
funding bodies
Delegating authority might include:
project sponsor
manager or management representative
funding body
customer or client
Project parameters will include:
scope of project
legislative and quality standards
timelines
finances for project
integration of project within organisation
risks associated with project, including OHS
reporting requirements
procurement requirements associated with project
physical, human and technical resources available or required for project
Project plan will include:
details of how the project will be executed including management of project in relation to the project parameters identified above
Project management tools might include:
project management software
technical resources required for the project e.g. OHS management system tools
Gantt and bar charts
PERT charts
Critical Path Method
cost schedule control system
logistics support analysis
life cycle cost analysis
spreadsheets
Support for team members might include:
supervision, mentoring and coaching
feedback
encouragement
additional physical, human and technical resources (within allocated budget) if and as required
regular meetings of project team
learning and development
Required record keeping systems might include systems for:
financial data including costs, expenditure, income generated, purchases
quality data including any test results
recording of time spent on project and progress in completing project
correspondence
samples, prototypes, models
outcomes of project
Risk management might include:
seeking further resources to meet deadline
negotiating an extension of deadline or redefining completion or quantities or quality of outcomes
reducing costs
researching and applying more efficient methods of completing project tasks
sharing of ideas to gain improvements to work undertaken within the project
outsourcing some aspects of the project
changing roles and responsibilities within project team
Necessary sign -offs might be required by:
project sponsor
management
funding body
clients customers
Unit Sector(s)
Not applicable.