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Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au BSB51918 Diploma of Leadership and Management BSB52415 Diploma of Marketing and Communication BSB50815 Diploma of International Business BSBPMG522 Undertake project work Task 2
Task 2 – Skills and Performance Activity Candidate Instructions Task Details Learners should demonstrate their contributions using their skills and knowledge that they have developed. They should show that they understand and can apply the information discussed in the Learner Guide. They can also demonstrate their existing knowledge and experience wherever necessary. It is anticipated that the assessment will take approximately 5 hours to complete. The assessment may be re-attempted on 2 further occasions (maximum 3 attempts in total) . All assessments must be resubmitted 3 days within receiving your unsatisfactory grade. You must clearly indicate “Re-submission” on your resubmitted work. In undertaking this assessment task, you as the candidate are providing consent for your work to be reviewed for the purposes of formal assessment in the unit(s) of competency. If you have concern regarding this permission, please discuss this with your assessor prior to undertaking the task. Objective To provide you with an opportunity to demonstrate your knowledge of the entire unit. Candidate Declaration Candidate name: Trainer’s name: Date: Assessment declaration: I declare that no part of this assessment has been copied from another person’s work, except where clearly noted on documents or work submitted. I declare that no part of this assessment has been written for me by another person. I understand that plagiarism is a serious offence that may lead to disciplinary action. Candidate signature: Your trainer and assessor will be grading your work provide you with constructive feedback on Canvas. Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
Note : You have the choice to complete this assessment task based on your own company or based on the case study simulation provided (Australian Hardware Store). Obtain the approval from you Trainer to apply this project based on your own company. If, however, you are using the Australian Hardware Store Case Study, please read the brief below along with its supporting documents. Task Description You are a recruit from AMPLITUDE management consultancy. Co-owner Andrew Campbell has sent you on assignment to the client firm Australian Hardware. You can access all of their supporting documents by clicking here : http://australianhardware.simulations.australiantrainingproducts.com.au/ You are required to undertake a straightforward project, which includes developing a project plan, administering and monitoring the project, finalising the project and reviewing the project to identify lessons learned for application in future projects. Your completed project will be approximately 1000 words in length. All reports and evidence must be uploaded into Canvas once completed. The intranet tab on this site will lead you to the relevant Australian Hardware Store documents. A range of other documents within this intranet page will provide valuable background information about the operation of the business. Additional information relating to the case study is provided throughout the assessment. Simulated Scenario – Australian Hardware Store You have recently been appointed as the Store Manager of the Australian Hardware Newcastle store. You and the COO (Chief Operating Officer) have discussed opportunities for you to make an impact and improvements in relation to how the Newcastle store operates. An area for improvement that has been previously identified by the Human Resources Manager is around developing policies and procedures for your store. You have noticed the Wollongong store has Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
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already implemented policies and procedures which have made a positive operational impact on the store. These policies and procedures only require minor amendments before they can be utilised in your store. As these policies and procedures will be new to staff, it will be essential communicate these changes, as well as to organise and provide training to all staff. To support you in developing and implementing the policies and procedures you have decided to develop a project plan, which will assist you with planning, monitoring and implementing your project. The project will include: Amending Wollongong policies and procedures to suit the Newcastle store Creating a Newcastle Store section on the company Intranet Publishing policies and procedures to the Intranet Communicating the policies and procedures to staff Organising and providing training to all staff Collecting feedback from staff on new policies and procedures The project will not i nclude: Collecting feedback from staff on training Reviewing policies and procedures to identify whether further changes are required You have spoken to the Newcastle store about the project that they undertook, and they have advised you that you are likely to encounter competing priorities between HR and department managers as department managers do not like to take their staff away from serving customers in order to attend training. Part A - Project plan You are required to demonstrate your ability to create a project plan. The project plan must incorporate all the project plan specifications within the project plan template. Your completed project plan will be approximately 1000 words in length. Project title Australian Hardware Project purpose To discussed opportunities for you to make an impact and improvements in relation to how the Newcastle store operates Relationship to other related projects Not applicable. Project objectives The project objectives should be aligned to the organisation’s strategic context, including: Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
Mission: Australian Hardware provides the best quality hardware, homewares, garden supplies and building materials from Australia and the world. Australian Hardware is committed to providing customers and tradespeople with value through everyday low prices, product quality, expert service, community engagement and environmental responsibility Goal: 1. increase sales revenue and gross profit 2. maintain or increase market share 3. control direct and indirect operational costs 4. maintain superior product and service quality standards 5. establish Australian Hardware’s reputation as a socially and environmentally responsible company. Objectives: 1. staff are trained to competently perform all customer service related tasks 2. staff are happy and motivated in their work 3. r educe the overhead per store through disciplined growth 4. decrease the cost of sales. 5. staff are informed of performance targets with respect to budgetary control 6. to position Australian Hardware as a provider of top quality, brand name hardware products and expert service at attractive price points. Operations: 1. Amending Wollongong policies and procedures to suit the Newcastle store 2. Creating a Newcastle Store section on the company Intranet 3. Organising and providing training to all staff 4. Collecting feedback from staff on new policies and procedures Organisational structure: Australian Hardware Ltd Business structure: Public company since 1982. ABN: 4000000000 Business location: Australian Hardware is headquartered in Sydney, NSW. The business owns and operates 138 stores throughout Australia. Date established: 26 January 1921. Ownership and governance: The Greenwright family retains a controlling interest in Australian Hardware. Holden Greenwright serves as both chair of the Board of Directors and CEO. Products/services: Australian Hardware supplies hardware and home improvement products and provides expert advice and service. Ensure that you outline the organisation’s mission, goals, objectives and operations and how the project relates to them. Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
Scope (include key deliverables and documentation) In scope covers all employees and contractors of Australian Hardware. purchasing and acquisition of resources by employees and contractors of Australian Hardware Out of scope improvements to the goods and ‘add-ons’ from local industry. Assumptions Publishing policies and procedures to the Intranet Communicating the policies and procedures to staff Constraints 1. Time constraint: The time constraint refers to the project’s schedule for completion, including the deadlines for each phase of the project, as well as the date for rollout of the final deliverable. 2. Scope constraint: The scope of a project defines its specific goals, deliverables, features and functions, in addition to the tasks required to complete the project. 3. Cost constraint: The cost of the project, often dubbed the project’s budget, comprises all of the financial resources needed to complete the project on time, in its predetermined scope. Key People Include a short explanation of how each of the key people contributed to the development of this project plan. Project client/owner: The project owner is typically, but not always, the head of the business unit receiving the product, and bears business responsibility for successful project implementation. The project owner may often act as a “champion” to the project , in partnership with the sponsor. Project sponsor: project sponsor, are given specific titles and responsibilities and exist in a bureaucratic structure. Projects would quickly spin out of control without a bureaucratic structure to organize action and authorize change. A bureaucracy creates order and delivers efficiency through charting action and sharing knowledge. Stakeholders: Stakeholders can affect or be affected by the organization's actions, objectives and policies. Some examples of key stakeholders are creditors, directors, employees, government (and its Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
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agencies), owners (shareholders), suppliers, unions, and the community from which the business draws its resources Project Manager (you): A project manager is a person who has the overall responsibility for the successful initiation, planning, design, execution, monitoring, controlling and closure of a project. A project manager is a person who is responsible for making decisions, both large and small. Project team members: The project team includes the project manager and the group of individuals who work together on a project to achieve its objectives. It consists of the project manager, project management staff, and other team members who are maybe not directly involved with management but carry out the work related to the project . Responsibilities and reporting schedule Using the information, you generated in the work breakdown structure (WBS), update the schedule. Include your WBS and Gantt chart in the Appendices. Item Milestone date Responsibility Communication method Conducting reviews of the store’s policies and procedures 25/04/2017 Human Resource Manager Amend the policies of Wollongong Store 06/07/2017 Project Manager Resource and cost plan Resource planning is where you determine what resources (people, equipment and materials) and what quantities of each should be used to perform activities. Once the resources have been determined, estimate the project costs. Include a more detailed resource and cost plan in the Appendices if required. Deliverable/Milestone/Phase Resource Cost Trainer 1900/600 Online Amendment Details of the amendments to be made in policies and procedures IT Manager & Store manager IT systems $300 Program execution Ensure and confirm staff attendance Make the trainer deliver training program Recording of the training program Uploading of recorded sessions on the intranet for employees Staff, trainer, project manager, and Newcastle store manager Training hall $1010 (WSDOT, 2015) Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
Risk Management Plan Your risk management plan should include WHS/OHS considerations where appropriate (using Australian legislative framework). Risk Level(high/medium/low) Management strategy Deadline Medium Avoid: Take inputs from the staff as well as trainer to make an assessment of time that would be required for training and keep buffer time for the actual training schedule so that it does not exceed Mitigate: Try extending session seeking permission from staff if s mall part is remaining to be covered but if a large portion of content that is important could not be covered, take new approvals for additional training session on a future date Trainer High Avoid: Check the schedule of the trainer schedule to ensure that they are available on planned date. Keep a backup trainer ready with training requirements so that he or she could be called in the case of emergencies to take over the training Mitigate: If trainers cannot come on training date because of unavoidable event, staff can be informed about it and a new date can e communicated. Risk Transfer: Ask the Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
trainer to book himself for another date for the same cost in compensation for not making delivery on the dates decided (Oracle, 2011). legal High Avoid: Have sufficient training time allotted that could cover all decided topics or take only important topics in the training so that the schedule do not exceed and topics are left out. Keep attendees informed that they can ask questions only at the end to ensure that no topics are left out during presentation. Mitigate: Inform store managers about the left over content and ask them to train their staff on that. Send the remaining content to employees over email to read. hazard High Avoid: Run a check on all equipments and electronics required in training to see if they are working fine before training. Make immediate alternate arrangements in case of any equipment failure (Inter Agency Policy and Projects Unit, 2008). Mitigate: Have backup arrangements ready before presentation such that if any Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
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technical issues occur suddenly, they could be used to take over Communications and reporting Include a high-level communications plan here. The communications plan should reflect the organisation’s structure and reporting requirements. Stakeholder Information required When required Format Coo Amendment Training Needs Resource Requirements Before creating project Plan Meeting between training and store managers to get details of required amendments of polices and procedure CEO Project Plan Before the project begins Email project plan to COO and to CEO Meeting between CEO and project manager for project plan approval Store Managers Training Schedule Resource requirements Prior to training Meeting between training manager and store manager. Email staff to communicate plan for the training Applicable legislation and regulations (using Australian legislative framework) Legislation/Regulations How they apply to the implementation of the project plan Privacy act 1988 Don’t do cc do bcc so emails don't get circulate Age Discrimination Act 2004 (Cwlth) The Age Discrimination Act 2004 protects people from age discrimination in employment, the provision of goods and services, education and the administration of Commonwealth laws and programs. Disability Discrimination Act 1992 (Cwlth) The Disability Discrimination Act 1992 seeks to eliminate discrimination against people with disabilitie Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
Racial Discrimination Act 1975 (Cwlth) The Racial Discrimination Act 1975 , promotes equality before the law for all people regardless of race, colour or national or ethnic origin. It is unlawful to discrimination against people on the basis of race, colour, descent or national or ethnic origin. Sex Discrimination Act 1984 (Cwlth). The Sex Discrimination Act 1984 protects people from unfair treatment on the basis of their sex, sexual orientation, gender identity, intersex status, marital or relationship status, pregnancy and breastfeeding. It also protects workers with family responsibilities and makes sexual harassment against the law Appendices List the Appendices that are attached to your project plan, if applicable. Keep simple don’t boither Project approvals Add any signatures that are required for approval to proceed to the next phase. Project Manager Project Sponsor Project Client/Owner Other A work breakdown structure (WBS) in project management is a tool used to define and group the project's discrete work elements (or tasks) in a way that helps organise and define the total work scope of the project. The WBS is a dynamic tool and can be revised and updated as needed by the project manager. Level 1 Level 2 Level 3 Australian hardware Services Training technical training in product areas managerial and leadership training environmental training community sensitivity training Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
health and safety training support or subsidies for external training, including TAFE and tertiary education. sales training Legislatives Age Discrimination Act 2004 (Cwlth) Disability Discrimination Act 1992 (Cwlth) Racial Discrimination Act 1975 (Cwlth) Sex Discrimination Act 1984 (Cwlth). Australian hardware Management Store Manager Timber Manager Plumbing and Electrical Manager Garden Products Manager Hardware and Home Products Products A range of grades of timber for home or Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
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industrial use. For consumers and trades. Discount options for tradespersons. A range of fittings, fixtures, etc.for consumers and trades. Discount options for tradespersons. A range of high quality Australian and imported tools. Project Sponsor: Version: 1 Project Client: Date: Project Manager: File Name: 93ef1529464f6b7b8 34d5da247f34742a a258d33.docx Page x of y Work breakdown structure Gantt chart To use a Gantt chart, list the activities and tasks in column A, select an appropriate time interval days, weeks or months), allocate the dates to columns B onwards and plot the expected time duration (total time from start to completion) under the appropriate column by selecting shading from the cells. When you wish to provide a status report, simply colour or shade in black those items that are completed or estimate the percentage complete. This will give you an immediate visual representation as to whether or not you are on schedule. You can add extra columns for assignment of responsibilities etc. For small projects, a Gantt chart can be created as a spreadsheet. Activity/Task 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Making changes to Wollongong policies and procedures to suit the Newcastle store ok Incorporate a Newcastle Store section ok ok Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
on the website of the company Publishing po licies an d procedures to the Intranet ok Communicati n g the po licies an d procedures to staff ok Organising and providing training to all staff ok ok ok Collecting feedback from staff on new policies and procedures ok ok Project Sponsor: Version: 1 Project Client: Date: Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
Project Manager: File Name: 93ef1529464f6b7b834d5da 247f34742aa258d33.docx Page x of y Resources and budget Project Name: Australian hardware Income Incl GST Excl GST $12000 Total income 0 0 Expense Incl GST Excl GST Project team 1000 no Development team 2500 Project allocation 1000 Subtotal Contingency (+10%) TOTAL Project Sponsor: Version: 1 Project Client: Date: Project Manager: File Name: 93ef1529464f6b7b83 4d5da247f34742aa2 58d33.docx Page x of y Record keeping State the location and timeframe in relation to maintaining all records for the project plan. NOT MANDATORY SO PUT 3 YEARS Part B - Project planning meeting You conducted a project planning meeting with your project team to discuss and determine the following: a) project objectives b) project purpose c) relationship to other projects d) scope of the project Briefly summarise the outcome of the meeting. (approx. 50 words) Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
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Releasing the Project Team Releasing project team members is not an official process. Final Payments The final payment is usually more than a simple percentage of the work that remains to be completed. Post-Project Evaluations Before the team is dissolved and begins to focus on the next project, a review is conducted to capture the lessons that can be learned from this project, often called a lessons-learned meeting or document. Trust and Alignment Effectiveness The project leadership reviews the effect of trust—or lack of trust—on the project and the effectiveness of alignment meetings at building trust. Schedule and Budget Management A review of budget estimates for the cost of work scheduled is compared to the actual costs. If the estimates are frequently different from the actual costs, the choice of estimating method is reviewed. Risk Mitigation Even if nothing went wrong on this project, it is not proof that risk mitigation was a waste of money, but it is useful to compare the cost of avoiding risk versus the cost of unexpected events to understand how much it cost to avoid risk. Procurement Contracts The performance of suppliers and vendors is reviewed to determine if they should still be included in the list of qualified suppliers or vendors. Customer Satisfaction Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
Relationships with the client are reviewed and decisions about including the client in project decisions and alignment meetings are discussed. Senior Management The report to senior management contains all the information provided to the stakeholders in a short executive summary. Archiving of Document The documents associated with the project must be stored in a safe location where they can be retrieved for future reference. Signed contracts or other documents that might be used in tax reviews or lawsuits must be stored. Part C - Clarification email Your project team identified an issue in relation to the scope of the project. They believe that feedback should be within the scope of the project. Draft an email to your manager seeking clarification as to whether this can be included in the project. At the same time, you will need to confirm with your manager whether this project is related to any other projects being undertaken by the organisation. Send To: MANAGER From: Student Subjec t Confirming whether it can be ut or nit This projects have several characteristics: Project is unique. Project is temporary in nature and have a definite beginning and ending date. Project is completed when the project goals are achieved or it’s determined the project is no longer viable. A successful project is one that meets or exceeds the expectations of the stakeholders. Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
Part D: Project monitoring and implementation Provide evidence of record-keeping in the form of at least three status reports for management (and other relevant stakeholders) at progress intervals of 25%, 50% and 75% during the project, using the templates provided. Outline the support that team members may require over the life of the project. Provide an example of how you would provide that support regarding specific needs to ensure that the quality of the expected outcomes of the project and documented timelines are met. Outline examples of when and how the communication and risk-management plans would be used in the project plan. Provide evidence of implementing communication and risk- management plans. Summarise the deliverables the project plan needs to achieve and by what time they need to be achieved. Outline three examples of what might cause the deliverables to not be achieved. Scheduling and Assignment of Tasks Explain how you have monitored the tasks in your Gantt chart and taken corrective action to maintain the project on schedule and within budget. Status Reports Status reports needs to be produced for management and any other relevant stakeholders at 25%, 50% and 75% during the project. Status Report – 25% Item Work completed to date Milestone date Revise d/ actual date Budgete d cost Revised / actual cost Responsibilit y Conducting reviews of the store’s policies and procedures 1.1 Obtain the policy statements 25/04/2017 Human Resource Manager Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
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1.2 Scope Identification 28/05/2017 Human Resource Manager 1.3 Make suggestions for changes in Newcastle store policies and on website 15/06/2017 Human Resource Manager Amend the policies of Wollongong Store 2.1 List Amendment s 06/07/2017 Project Manager 2.2 Add a new section on the website for the Newcastle store 25/08/2017 Website Developer 2.3 Make policy amendments on website 28/11/2017 Content manager Inform the staff of the Wollongong about amendments 3.1 Update documents 01/12/2017 Project Manager Project Sponsor: Version: 1 Project Client: Date: Project Manager: File Name: 93ef1529464f6b7b 834d5da247f34742 aa258d33.docx Page x of y Status Report – 50% Item Work completed to date Milestone date Revised/ actual date Budgeted cost Revised / actual cost Responsibility Develop training 4.1 gather training 21/12/201 7 Training Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
program requirements Coordinator 4.2 create training schedule 24/12/2017 Training Coordinator 24/12/201 7 Training Coordinator 4.3 develop training plan 26/12/201 7 Training Coordinator Arrangement s 5.1 Assign Trainers 27/12/201 7 Project Manager 5.2 Prepare for Presentation 1/01/2018 Trainer 5.3 Make arrangement s for Venue 3/01/2018 Project Manager (Caltrans, 2007) Project Sponsor: Version: 1 Project Client: Date: Project Manager: File Name: 93ef1529464f6b7b8 34d5da247f34742aa 258d33.docx Page x of y Status Report – 50% Item Work completed to date Milestone date Revised/ actual date Budgeted cost Revised/ actual cost Responsibility Execute training session 6.1 Give staff details of training 5/01/2018 HR Manager 6.2 Ensure employees 8/01/2018 HR Manager attend training 6.3 Conduct the training program 10/01/201 8 Trainer (Bright Hub Media, 2015) Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
Project Sponsor: Version: 1 Project Client: Date: Project Manager: File Name: 93ef1529464f6b7b83 4d5da247f34742aa2 58d33.docx Page x of y Record-keeping Explain or provide evidence of the record-keeping systems that you have set up for the project. This should include what has been done and any software applications used (e.g. Microsoft Project, Microsoft Excel, etc.). List some of the records that were created during the lifecycle of the project. Evidence of the record-keeping systems are: the integrity of the records is maintained as long as they are required related records are meaningfully linked records can be easily located and retrieved access to records is controlled and authorised the most appropriate methods of capturing and maintaining records are used records are systematically retained for pre-defined periods of time and disposed of according to approved records schedules information about the records kept by the organization is maintained for internal and public uses records management actions - including retention and disposal of records -- are documented for audit and accountability purposes records of continuing value to the organization and society can be systematically identified at the earliest stage, and their preservation planned and provided for. Not all project documents are records. Hence there has to be a clear guideline for identifying which of the above documents will be treated as project records and need to be managed effectively. All such records will go through the following stages of management: Creation Maintenance, storage and retrieval Archiving & disposition Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
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Support for team members Explain or provide evidence of the support that team members may require over the life of the project. Provide an example of how you would provide that support and the outcome you would expect to see. Task roles focus on ‘ what ’: the job in hand, and getting it done. The key ‘task-focused’ team roles are Shaper, Implementer, Completer-Finisher, Monitor-Evaluator, Plant and Specialist. Process roles focus on ‘ how ’, and particularly on the people involved. They include Coordinator, Resource Investigator, and Team Worker. Example of how you would provide that support and the outcome you would expect to see are: 1. Communication Skills Good Coordinators, Team-Workers and Resource Investigators are good at Verbal Communication , Listening , and Questioning . They work hard to ensure that the group communicates well, helping to make sure that there are no misunderstandings or unexpressed difficulties between team members. 2. Ability to Build Rapport These people are also good at developing a sense of harmony within the group. 3. Persuasion and Influencing Skills One of the key areas of process skills is in persuading and influencing. If the group is to come to a shared decision, for example, several members may need to be persuaded of the merits of a particular course of action. 4. Facilitation Skills Managing a process is basically about facilitating it, or making it easier. Good facilitation skills are therefore vital in team-working, although they are often wrongly seen as crucial only for managing workshops. 5. Feedback Skills Giving and receiving feedback well is essential in any team-working situation. Being able to give clear and effective feedback to others is vital to keep the group process running effectively, and to plan. 6. Skills in Chairing Meetings Group work often involves meetings, whether those are committee meetings or much bigger and more formal meetings. 7. Conflict resolution Finally, you have to recognise that there may be situations when you need to deal with difficult people or situations, or even resolve a conflict. Communication and Risk Management Plan Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
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This event happens what can be done, eg budget, Give examples of when and how the communication and risk-management plans would be used in the project. Provide evidence of how you have implemented the communication and risk management plans. No matter how well you plan, your project can always encounter unexpected problems. Team members get sick or quit, resources that you were depending on turn out to be unavailable, even the weather can throw you for a loop. A risk mitigation plan is designed to eliminate or minimize the impact of the risk events occurrences that have a negative impact on the project. Identifying risk is both a creative and a disciplined process. The creative process includes brainstorming sessions where the team is asked to create a list of everything that could go wrong. All ideas are welcome at this stage with the evaluation of the ideas coming later. Example: In John’s move, John makes a list of things that might go wrong with his project and uses his work breakdown structure as a guide. A partial list for the planning portion of the RBS is shown below: Table Risk Breakdown Structure (RBS) Task Risk Contact Dion and Carlita Dion backs out Carlita backs out No common date available Host planning lunch Restaurant full or closed Wring choice of ethnic food Dion or Carlita have special food allergies or preferences Develop and distribute schedule Printer out of toner Out of paper Deliverables Summarise the deliverables for your project. Outline some examples of what might cause any of your deliverables to not be achieved. Provide evidences of achieving project deliverables. The deliverables that clients and stakeholders expect at the end of the project are the product or service, of course, but there is also paperwork, as noted. These documents, when completed, are deliverables that clients and stakeholders need in order to evaluate the progress or completion of the project. The deliverables for your project can include: Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
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Signed contracts Finalized expense reports Other types of project reports which show how work is proceeding versus project plan estimations Evidences: 1. Project Deliverables: Usually, these are deliverables for the external stakeholders. 2. Planning Deliverables: Management plans, scheduling, and budgeting, project artifacts, etc. 3. Activity Deliverables: Status reports, meetings, reviews, etc. Complete this template: Legislation How it applies to the implementation of the project plan Privacy Act 1988 (Cwlth) Don’t do cc do bcc so emails don't get circulate Age Discrimination Act 2004 (Cwlth) The Age Discrimination Act 2004 protects people from age discrimination in employment, the provision of goods and services, education and the administration of Commonwealth laws and programs. Racial Discrimination Act 1975 (Cwlth) The Racial Discrimination Act 1975 , promotes equality before the law for all people regardless of race, colour or national or ethnic origin. It is unlawful to discrimination against people on the basis of race, colour, descent or national or ethnic origin. Sex Discrimination Act 1984 (Cwlth). The Sex Discrimination Act 1984 protects people from unfair treatment on the basis of their sex, sexual orientation, gender identity, intersex status, marital or relationship status, pregnancy and breastfeeding. It also protects workers with family responsibilities and makes sexual harassment against the law Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
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Part E - Project finalisation You conducted a project review meeting with your project team. In the meeting you discussed with your team and determined the following: a) Whether objectives and deliverables were achieved b) What worked well c) Lessons learned Using the provided templates, complete the following project finalisation processes, including all specified sections and details. A signed-off Project Closure report. The report must specifically address finalised financial records, how the project documentation will be archived and the transition plan for team members to new or previous roles. Document and evaluate the outcomes of the post implementation review and prepare a report identifying opportunities for improvement. Draft an email to send the finalisation document to stakeholders outlining how the decision was made in relation to opportunities for future improvements. Report: Check for finalization of Financial Statements like 1.cash not negative, 2.debtor , creditor balance confirmation 3.All Statutory compliance(Tds, Esi,Pf,vat S.tax) 4.Bank Reconcile 5.Stock valuation 6.G.profit maintain 7.opening Balance check with previous year audited balance sheet 8.All provision should be made (elect, salary, tax) Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
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9.Sale purchase , or Service Charges match with respective returns 10.tds compilance and match with tds return Steps for transition plan Following steps are involved in transitioning from implementation to maintenance: Identify resources for the maintenance Establish a maintenance status meeting with business partners and IT stakeholders Establish production issues and incidents meeting with product owners & the technical team Establish a change control board Communicate the governance model Provide knowledge transfer between project team and maintenance team Report: Completing a project" is not the same thing as ending the project management process. Simply finishing doesn't ensure that the organization benefits from the project's outcome. For example, after completing a year-long project to establish a new quality management process for your organization, you want to make sure that what you set out to do was actually achieved. Your objective wasn't to simply deliver a process – but rather, to deliver the process that addresses the specific business need you intended to meet. This is the real measure of success. To make the most of the benefits that the project can deliver, however, you also need to check to see if further improvements will deliver still greater benefit. Identifying opportunities for improvement: Performance measures : On the basis of the “As-Is” processes, determine the average time taken to complete the processes, the average number of consignments awaiting clearance, etc. Compare with targets set. Identify bottlenecks : Activity Diagrams may help to identify bottlenecks. Can these be eliminated by additional resources, or by re-organizing the processes, carrying out processes in parallel rather than sequentially? Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
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Best practice : Do the current processes use the best international practices and standards? Are UN standard documents, UN/EDIFACT standard messages or XML schemas used? Reduce data requirements : Identify the minimum information needed to enable each process to be carried out. Can the amount of data be reduced from that currently demanded? Harmonize data : Can the data required by different processes/agencies be harmonized to simplify the requirements of those submitting the data (traders, transport suppliers, customs brokers, etc.)? Single Window : Can a single input be used by different agencies? Electronic input : Consider changing from paper input to computer input to reduce delays and errors. Email To: Stakeholders From: Student Subject: How the decision was made in relation to opportunities for future improvements. Opportunities for improvement exist in every company, in every job, in every workflow. Organizations that recognize this fact and engage their entire workforce in identifying those opportunities work to create a culture of continuous improvement. By engaging front-line workers in improvement efforts, organizations are able to improve on a more granular level than is visible to managers and senior leaders. Continuous improvement software is used to capture opportunities for improvement from front-line staff in their daily work, as well as improvements that are a part of larger, strategic projects and rapid improvement events. Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
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Project Closure Post-project review report Name of project: Date & location of meeting: Names of attendees: 1. Overview by project manager: (summary of highlights and achievements, etc.) 2. Review by team of the course goals, objectives/deliverables Met Missed Partiall y met Comments Project goal – Manage projects Yes The project was completed within time and within budget Objectives / deliverables Hardware Store section Yes Amendments Yes Employee communication Yes COO addressing Yes Success criteria All activities completed within time and within budget Yes Training quality w as good Yes Trainer was a highly experienced and engaging person who could provide a value addition to employee learning. Schedule/duration of course Budget/value for money Yes $1,500 Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
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3. What worked well; what could have gone better? The trainees were engaged well and were asking too many questions which took much time which is why some topics could not be covered in the training. Trainees could have been restricted from asking questions during the session What worked well Would could be improved Schedule creation Training delivery Store section creation Policy amendment Training schedule Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
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4. Lessons learned If the project planning is done properly then risks can be minimized and with addition of risk management procedures, the risks can either be avoided or mitigated well A project must involve all stakeholders in the requirement gathering stage so that all their expectations are fulfilled. Staff can be involved while designing the plan for training so that it can be assessed if the content would be sufficient or can be covered within planned duration. The training program could be run in a controlled manner with only specific time allotted to questions and answers such that there are no delays in completion of the project. 5. Next steps / improvement plans / what could you do better in your workplace? Inputs may be taken from the staff before planning the content and scheduled for training in future such that the content which is most essential is put first and is not missed out. Moreover, a rule may be laid by the trainer during the training that questions can only be asked after the training is over so that the time is not spent on questions but more on the core content of the presentation. 6. Archiving of records The training session is recorded and uploaded on the intranet and the same is communicated to employee who can access the recording for next 30 days. The links to the records would be emailed to the employees encouraging them to watch videos. A copy of the training videos would also remain with the project manage 7. Transition plan for project team members After the training is over, staff would have to stop using old procedures adopt new procedures for managing new operations in following ways: Staff would first be tested on their understanding of procedures People having good knowledge about new operations would be selected for allotment to new team Store manager for Newscastle store would have meeting with new staff and provide guidance Staff would be assigned various responsibilities by the store manager Store manager would make sure that the staff works according to the new policies and procedures- Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
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Project Costs Describe the actual performance of the project against the project budget. Resource Original budget Revised budget Final actual budget Variance Record the cost items for the project 13,822,500 2,762,500 2,772,500 (122,500) Follow on Activities This section should cover the various activities required to close the project. Where relevant, the sub-sections should include: Follow-on activities Responsibility Date Maintaining the budget so that company get more profit in the future. Development area is responsible for this thing. 4-dec-2019 Prepared By ___Student_______________________________ ([ Job Title ]) Approved By ____Manager______________________________ ([ Job Title ]) Approval Date _____30-Nov-2019_____________________________ Send To: Manager From: Student Subjec t About project cost The cost of the items involved in the project is discussed here. Where original budget is 13,822,500, revised budget is 2,762,500 , final actual budget is 2,772,500 and variance is (122,500). As a manager please look at these things for the development of the organization. Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
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The manager of development areas should look into the area of development of organization by maintaining the budget so that company get more profit in the future. Business College at International House RTO Code: 91109 CRICOS 02623G Level 1, 203 Clarence St, Sydney NSW 2000 | Floor 1, 237 Oxford St, Bondi Junction NSW 2022 3 Searcy St, Darwin NT 0800 | Level 6, 601 Bourke St, Melbourne VIC 3000 info@ihBC.edu.au| www.ihBC.edu.au
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