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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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