Unit of competency details

Release 

Comments 

Release 1

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

Replaces BSBPMG501A Manage application of project integrative processes.

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. Establish project

1.1 Identify, clarify and prepare project initiation documentation 

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

1.3 Negotiate and document project objectives, outcomes and benefits 

1.4 Negotiate the project governance structure  with relevant authorities and stakeholders

1.5 Prepare and submit project charter  for approval by relevant authorities

2. Undertake project planning and design processes

2.1 Establish and implement a methodology to disaggregate project objectives into achievable project deliverables 

2.2 Identify project stages and key requirements for stage completion against client requirements and project objectives

2.3 Analyse project management functions  to identify interdependencies and the impact of the triple constraints 

2.4 Develop a project management plan  that integrates  all project-management functions with associated plans and baselines 

2.5 Establish designated mechanisms to monitor and control planned activity

2.6 Negotiate approval of project plan with relevant stakeholders and project authority

3. Execute project in work environment

3.1. Manage the project in an established internal work environment  to ensure work is conducted effectively throughout the project

3.2. Maintain established links to align project objectives with organisational objectives throughout the project life cycle

3.3. Within authority levels, resolve conflicts that may negatively affect project objectives

4. Manage project control

4.1. Ensure project records are updated against project deliverables and plans at required intervals

4.2. Analyse and submit status reports  on project progress and identified issues with stakeholders and relevant authorities

4.3. Analyse and submit impact analysis  on change requests for approval where required

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

4.5. Ensure associated plans are updated to reflect project progress against baselines and approved changes

5. Manage project finalisation

5.1. Identify and allocate project finalisation activities 

5.2. Ensure project products and associated documentation  are prepared for handover to client in a timely manner

5.3. Finalise financial, legal and contractual obligations

5.4. Undertake project review assessments  as input to future projects

Overview of assessment 

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

Evidence of the following is essential:

• identifying and aligning project with organisational objectives
• conducting project establishment processes
• managing preparation of a project management plan for a project of sufficient complexity to demonstrate the full range of performance requirements
• ensuring project registers and logs are maintained
• analysing project reports
• undertaking impact analysis
• preparing strategy for project finalisation.

Context of and specific resources for assessment 

Assessment must ensure access to:

• project documentation, which includes information about participation in life cycle and integration 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 management of the 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:

• agreed project management framework
• agreed project methodology
• client or customer requirements
• concept proposal
• contract documentation
• executive team instructions
• feasibility study
• life cycle approval gateways
• output from prior project.

Broader organisational strategies and goals  may include:

• market focus
• organisational mission statement
• strategy plans
• values and ethics

Objectives, outcomes and benefits  may include:

• expected benefits to be achieved for organisation and business
• 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 stakeholder identification
• consolidated project initiation documentation (PID)
• documented objectives
• high-level product deliverables
• high-level risk assessment
• project assumptions and constraints
• project mandate
• source of project authority.

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.

Project management functions  involve all nine functions:

• communications
• cost
• human resources
• procurement and contracting
• project integration
• quality
• risk
• scope
• time.

Triple constraints  include:

• cost
• scope and quality
• time.

Project management plan  may be:

• a covering document that integrates the planning requirements of the nine functions of project management
• in single or multiple document format.

Integrates  may include:

• decisions that:
• determine comparative value
• evaluate competing interests
• make trade-offs
• processes and activities that:
• combine
• coordinate
• define
• identify
• unify

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.

Internal work environment  may include:

• organisational policy and procedures
• organisational culture and style
• physical working conditions
• geographic location and/or dispersion
• team dynamics.

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
• daily log
• issues 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.