Unit of competency details

Release 

Comments 

Release 1

This version first released with BSB07 Business Services Training Package Version 8.0.

Element 

Performance Criteria 

Elements describe the essential outcomes of a unit of competency.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide.

1. Assist in establishing project

1.1 Identify and clarify project initiation documentation  where required

1.2 Establish the relationship between the project and broader organisational strategies and goals 

1.3 Assist in negotiating and documenting project objectives, outcomes and benefits 

1.4 Assist in establishing the project governance structure 

1.5 Assist in drafting a project charter  for approval

2. Support project planning and design processes

2.1 Support the disaggregation of project objectives into achievable project deliverables 

2.2 Assist in identifying project stages, and key requirements for stage completion

2.3 Identify project milestones and map clearly against time and objectives

2.4 Assist in consolidating associated plans and baselines  in the project management plan

2.5 Support negotiation with relevant stakeholders and project authority to gain approval of project plan

3. Assist with project control and execution

3.1 Maintain and update records against project deliverables and plans at required intervals

3.2 Prepare status reports  on project progress and identified issues

3.3 Assist with undertaking an impact analysis  of proposed changes to the project

3.4 Maintain relevant project logs and registers  accurately and regularly to assist with project audit

3.5 Update associated plans to reflect project progress against baselines and approved changes

4. Assist with project finalisation

4.1 Assist with project finalisation activities  where required

4.2 Prepare project products and associated documentation  for handover to client

4.3 Assist in completing financial, legal and contractual obligations where required

4.4 Contribute perspectives on project performance to assist with project review assessments 

Overview of assessment 

Critical aspects for assessment and evidence required to demonstrate competency in this unit 

Evidence of the following is essential:

• contributing to project establishment processes
• documenting charter and project management plan
• maintaining various project registers and logs
• preparing project reports
• undertaking impact analysis
• undertaking project finalisation activities.

Context of and specific resources for assessment 

Assessment must ensure access to:

• project documentation, which includes information about participation in life cycle processes.

Method of assessment 

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

• direct questioning combined with review of portfolios of evidence and third-party workplace reports of on-the-job performance by the candidate
• analysis of responses addressing different project scenarios
• oral or written questioning to assess knowledge of project life cycle processes relevant to the industry sector and project context
• assessment of contribution to project life cycle processes.

Guidance information for assessment 

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.

Project initiation documentation  may include:

• client or customer requirements
• concept proposal
• contract documentation
• executive team instructions
• feasibility study
• output from prior project.

Broader organisational strategies and goals  may include:

• market focus
• organisation mission statement
• strategy plans
• values and ethics.

Objectives, outcomes and benefits  may include:

• expected benefits to be achieved for organisation
• measurable project product statement
• short and long-term outcomes for the organisation.

Project governance structure  may include:

• boards, committees, working groups, reference groups, advisory groups, sponsors, project managers, project team members and stakeholders
• identified authority levels assigned to groups and individuals
• issue-escalation procedures
• project organisation chart
• statements of roles for project management bodies and participants.

Project charter  may include:

• approvals and sign-off
• broad scope and project boundaries
• broad stakeholder identification
• consolidated project initiation documentation (PID)
• documented objectives
• high-level product deliverables
• high-level risk assessment
• project assumptions and constraints
• project brief or proposal
• project mandate
• source of project authority
• terms of reference.

Project deliverables  may include:

• definable product, service or document
• discrete components of the overall project outputs
• specified products of the project
• time, quality and cost.

Associated plans and baselines  may include:

• communications plan (stakeholders and information)
• human resources plan
• procurement plan
• project budget
• project schedule
• quality-management plan
• risk plan
• scope-management plan.

Status reports  may include:

• client progress reports
• internal or external
• regular consolidated reports to project authority
• reports under contractual obligations
• specific budget and schedule reports.

Impact analysis  may include:

• assessment against project quality requirements
• forecasting against triple constraints (scope, time and cost)
• review of project baselines against proposed change.

Project logs and registers  may include:

• change log
• correspondence log
• daily log
• issues log
• non-conformance log
• quality log
• risk register
• task completion log
• version control log.

Project finalisation activities  may include:

• completing financial transactions
• consolidating and storing project data
• documenting outstanding project issues
• obtaining or providing certifications
• preparing final project reports
• updating organisation knowledge management.

Associated documentation  may include:

• 'as built' design specifications
• certificates, guarantees, indemnities and warranties
• product or service specifications
• user, training and installation manuals.

Project review assessments  may include:

• benefits realisation review
• outcomes evaluation
• post-implementation review
• project lessons learned.