Unit of competency details

Release 

Comments 

Release 1

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

Replaces BSBPMG510A Manage projects.

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. Define project

1.1 Access project scope and other relevant documentation 

1.2 Define project stakeholders

1.3 Seek clarification from delegating authority  of issues related to project and project parameters 

1.4 Identify limits of own responsibility and reporting requirements

1.5 Clarify relationship of project to other projects and to the organisation's objectives

1.6 Determine and access available resources to undertake project

2. Develop project plan

2.1 Develop project plan  in line with the project parameters

2.2 Identify and access appropriate project-management tools 

2.3 Formulate risk-management plan for project, including work health and safety (WHS)

2.4 Develop and approve project budget

2.5 Consult team members and take their views into account in planning the project

2.6 Finalise project plan and gain necessary approvals to commence project according to documented plan

3. Administer and monitor project

3.1 Take action to ensure project team members are clear about their responsibilities and the project requirements

3.2 Provide support for project team members , especially with regard to specific needs, to ensure that the quality of the expected outcomes of the project and documented time lines are met

3.3 Establish and maintain required record-keeping systems  throughout the project

3.4 Implement and monitor plans for managing project finances, resources  and quality

3.5 Complete and forward project reports as required to stakeholders

3.6 Undertake risk management  as required to ensure project outcomes are met

3.7 Achieve project deliverables

4. Finalise project

4.1 Complete financial record keeping associated with project and check for accuracy

4.2 Ensure transition of staff involved in project to new roles or reassignment to previous roles

4.3 Complete project documentation and obtain necessary sign-offs  for concluding project

5. Review project

5.1 Review project outcomes and processes against the project scope and plan

5.2 Involve team members in the project review

5.3 Document lessons learned from the project and report within the organisation

Overview of assessment 

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

Evidence of the following is essential:

• developing a project plan
• examples of monitoring arrangements and evaluation of the efficacy of the project plan in addressing project time lines and budget
• knowledge of relevant legislation.

Context of and specific resources for assessment 

Assessment must ensure:

• access to workplace project documentation
• demonstration of all required skills, knowledge and performance in a workplace-based project.

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
• observation of presentations
• oral or written questioning to assess knowledge of the organisation's mission, goals, objectives and operations and how the project relates to them
• review of project risk-management plan and project plan
• evaluation of project reports forwarded to stakeholders
• analysis of documentation reviewing project outcomes and processes against the project scope and plan
• evaluation of documentation outlining lessons learned from the project.

Guidance information for assessment 

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

• other project management units.

Project scope and other relevant documentation  may include:

• contract or other agreement
• project brief
• project plan or summary
• other documents outlining:

• expected outcomes of the project
• inclusions and exclusions from project
• project resources
• quality standards for project
• timeframes for project.

Stakeholders  may include:

• clients or customers (internal and external)
• funding bodies
• management, employees and relevant key personnel (internal and external) with special responsibilities
• project sponsor.

Delegating authority  may include:

• customer or client
• funding body
• manager or management representative
• project sponsor.

Project parameters  may include:

• project finances or budget
• integration of project within organisation
• legislative and quality standards
• physical, human and technical resources available or required for project
• procurement requirements associated with project
• reporting requirements
• risks associated with project, including WHS
• scope of project
• time lines.

Project plan  may include:

• details of how the project will be managed
• roles and responsibilities
• time lines
• work breakdown structure.

Project management tools  may include:

• cost schedule control system
• Critical Path Method
• Gantt and bar charts
• life cycle cost analysis
• logistics support analysis
• PERT charts
• project management software
• risk and issues logs
• spreadsheets
• technical resources required for the project, for example WHS management-system tools.

Support for project team members  may include:

• additional physical, human and technical resources (within allocated budget) if and as required
• encouragement
• feedback
• learning and development
• regular project team meetings
• supervision, mentoring and coaching.

Required record-keeping systems  may include systems for:

• correspondence
• financial data, including costs, expenditure, income generated and purchases
• project outcomes
• quality data, including any test results
• recording of time spent on project and progress in completing project
• samples, prototypes and models.

Resources  may include:

• human
• physical
• technical.

Risk management  may include:

• changing roles and responsibilities in project team
• negotiating an extension of deadline, or redefining completion or quantity or quality of outcomes
• outsourcing some aspects of the project
• reducing costs
• researching and applying more efficient methods for completing project tasks
• seeking further resources to meet deadline
• sharing ideas to gain improvements to work undertaken in the project.

Necessary sign-offs  may be required by:

• clients
• funding body
• management
• project sponsor.