5064

Assessment Workbook 5
BSB41513
Certificate IV in Project
Management Practice
Practical Project Assessment

V1.2 Produced 13 November 2018
Copyright © 2016 Compliant Learning Resources. All rights reserved. No part of this publication may be reproduced or
distributed in any form or by any means, or stored in a database or retrieval system other than pursuant to the terms of
the Copyright Act 1968 (Commonwealth), without the prior written permission of Compliant Learning Resources
Version control & document history
Date Summary of modifications made Version
29 April 2016 Version 1.0 final produced following assessment V1.0

validation.
22 August 2017 Added url for hyperlink V1.1
13 November changed email address in task 2.2 v1.2

2018
Assessment Workbook 5 Version No. 1.2 Produced 13 November 2018

Page 2 © Compliant Learning Resources
TABLE OF CONTENTS
This is an interactive table of contents. If you are viewing this document in Acrobat,
clicking on a heading will transfer you to that page. If you have this document open in
Word, you will need to hold down the Control key while clicking for this to work.
TABLE OF CONTENTS ............................................................................... 3
INSTRUCTIONS....................................................................................... 6
WHAT IS COMPETENCY BASED ASSESSMENT ...................................................... 6
THE BASIC PRINCIPLES OF ASSESSING NATIONALLY RECOGNISED TRAINING ..................... 8

The principles of assessment ................................................................................................ 8
THE DIMENSIONS OF COMPETENCY ................................................................ 9
THE UNIT OF COMPETENCY ...................................................................... 10
ASSESSMENT METHODS .......................................................................... 10
PRESENTATION .................................................................................... 12
ASSESSMENT WORKBOOK COVER SHEET........................................................ 13
PRACTICAL ASSESSMENT ......................................................................... 14

1. PROJECT SCOPING STAGE .............................................................................................. 19
1.1 Preliminary Project Information ............................................................................. 22
1.2. Project Charter ........................................................................................................ 23
2. PROJECT PLANNING STAGE ........................................................................................... 27

2.1. Scope Statement .................................................................................................... 28
2.2. Stakeholder Analysis .............................................................................................. 32
2.3. Responsibility Assignment Matrix ........................................................................ 35
2.4. Procurement Management Planning Checklist ................................................. 37
2.5. Statement of Work ................................................................................................ 40
2.6. Information on Potential Suppliers ...................................................................... 42
2.7. Contract................................................................................................................... 44
2.8. Work Breakdown Structure .................................................................................. 55
2.9. Resource Requirements ........................................................................................ 55

© Compliant Learning Resources Page 3
2.10. Effort and Duration of Tasks ............................................................................... 57
2.11. Task Dependency Worksheet .............................................................................. 60
2.12. Detailed Costing Per Task ................................................................................... 62
2.13. Project Cashflow Diagram and S Curve............................................................. 65
2.14. Gantt Chart............................................................................................................ 65
2.15. Detailed Resource Allocation .............................................................................. 66
2.16. Resource Pool Description .................................................................................. 68
2.17. Update Other Documents ................................................................................... 70
2.18. Communications Requirements Analysis .......................................................... 70
2.19. Communications Plan .......................................................................................... 72
2.20. Risk Rating ............................................................................................................ 74
2.21. Risk Identification SWOT Analysis ...................................................................... 76
2.22. Risk Brainstorming Session ................................................................................. 78
2.23. Risk Response Plan .............................................................................................. 85
3. IMPLEMENTATION/MONITORING STAGE...................................................................... 87
3.1. Communications Log ............................................................................................. 89
3.2. Quality Analysis ...................................................................................................... 96
3.3. Quality Audit......................................................................................................... 100
3.4. Issues Register ...................................................................................................... 106
3.5. Performance Review ............................................................................................ 109
3.6. Contractor Review ............................................................................................... 111
3.7. Training Needs Analysis ...................................................................................... 113
3.8. Project Risk Review .............................................................................................. 115
4. PROJECT CHANGE MANAGEMENT ............................................................................... 117

4.1. Project Change Request ...................................................................................... 119
4.2. Issues Register ...................................................................................................... 122
4.3. WBS ....................................................................................................................... 122
4.4. Effort and Duration of Tasks............................................................................... 123
4.5. Task Dependency Worksheet ............................................................................. 123
4.6. Costing Template and Detailed Costing Per Task ........................................... 123

4.7. Project Cashflow and S Curve ............................................................................ 124
4.8. Gantt Chart and Network Diagram ................................................................... 124
4.9. Communications Documentation ...................................................................... 124
5. PROJECT REPORTING ................................................................................................... 125

5.1. Project Status Report ........................................................................................... 126
6. PROJECT CLOSING ......................................................................................................... 131

6.1. Procurement finalising ......................................................................................... 132
6.2. Lessons Learnt ...................................................................................................... 133
6.3. Final Report .......................................................................................................... 136
PRACTICAL TASKS CHECKLISTS .................................................................. 141
FEEDBACK........................................................................................ 143

INSTRUCTIONS
The workplace project is designed for you to apply your skills in a real project situation. To
complete this assessment, you have two options:
1. Workplace pathway
2. Simulated pathway
At this point, you need to select the pathway most appropriate to your situation.
You are strongly encouraged to follow the workplace pathway. The workplace
pathway should be selected if you are employed in a workplace where you are working in a
project capacity.
If you don’t have a suitable workplace project, then your assessor may allow you to use the
simulated workplace pathway.
If you have any doubts about the suitability of your project, discuss it with your assessor.
Templates for all documentation you need in the assessment are provided for you in this
workbook.
Some tasks will require you to create a file to attach separately (the Gantt chart, and S curve).
Where you are using templates and databases in your own workplace, note that assessments
can only be accepted in the following formats:
1. Word
2. Excel
3. PDF
4. MS Project
In this practical assessment, you will be required to create all the documentation, even if it
is not part of your normal role.
Requirements for satisfactory completion

For a ‘satisfactory’ result for each component of this workbook, all tasks must be addressed
to a ‘satisfactory’ standard. It is important you;
a) Provide responses using complete sentences, making direct reference to the question.
b) Specifically address all parts of the question providing examples where appropriate.
WHAT IS COMPETENCY BASED ASSESSMENT

The features of a competency based assessment system are:

 It is focused on what learners can do and whether it meets the criteria specified by
industry as competency standards.
 Assessment should mirror the environment the learner will encounter in the
workplace.
 Assessment criteria should be clearly stated to the learner at the beginning of the
learning process.
 Assessment should be holistic. That is it aims to assess as many elements and/or
units of competency as is feasible at one time.
 In competency assessment a learner receives one (1) of only two outcomes –
competent or not yet competent.
 The basis of assessment is in applying knowledge for some purpose. In a
competency system, knowledge for the sake of knowledge is seen to be ineffectual
unless it assists a person to perform a task to the level required in the workplace.
 The emphasis in assessment is on assessable outcomes that are clearly stated for
the trainer and learner. Assessable outcomes are tied to the relevant industry
competency standards where these exist. Where such competencies do not exist,
the outcomes are based upon those identified in a training needs analysis.
Definition of competency
Assessment in this context can be defined as:
 The fair, valid, reliable and flexible gathering and recording of evidence to support
judgement on whether competence has been achieved. Skills and knowledge
(developed either in a structured learning situation, at work, or in some other
context) are assessed against national standards of competence required by
industry, rather than compared with the skills and knowledge of other learners.

THE BASIC PRINCIPLES OF ASSESSING NATIONALLY
RECOGNISED TRAINING
Developing and conducing assessment, in an Australian vocational education and training
context, is founded on a number of basic conventions:
The principles of assessment
 Assessment must be valid

 Assessment must include the full range of skills and knowledge needed to
demonstrate competency.
 Assessment must include the combination of knowledge and skills with their
practical application.
 Assessment, where possible, must include judgements based on evidence
drawn from a number of occasions and across a number of contexts.
 Assessment must be reliable
 Assessment must be reliable and must be regularly reviewed to ensure that
assessors are making decisions in a consistent manner.
 Assessors must be trained in national competency standards for assessors to
ensure reliability.
 Assessment must be flexible
 Assessment, where possible, must cover both the on and off-the-job
components of training within a course.
 Assessment must provide for the recognition of knowledge, skills and attitudes
regardless of how they have been acquired.
 Assessment must be made accessible to learners though a variety of delivery
modes, so they can proceed through modularised training packages to gain
competencies.
 Assessment must be fair and equitable
 Assessment must be equitable to all groups of learners.
 Assessment procedures and criteria must be made clear to all learners before
assessment.
 Assessment must be mutually developed and agreed upon between assessor
and the assessed.
 Assessment must be able to be challenged. Appropriate mechanisms must be
made for reassessment as a result of challenge.
The rules of evidence (from Training in Australia by M Tovey, D Lawlor)

When collecting evidence there are certain rules that apply to that evidence. All evidence
must be valid, sufficient, authentic and current;
 Valid
 Evidence gathered should meet the requirements of the unit of competency.
This evidence should match or at least reflect the type of performance that is
to be assessed, whether it covers knowledge, skills or attitudes.
 Sufficient
 This rule relates to the amount of evidence gathered It is imperative that
enough evidence is gathered to satisfy the requirements that the learner is
competent across all aspects of the unit of competency.
 Authentic
 When evidence is gathered the assessor must be satisfied that evidence is the
learner’s own work.
 Current
 This relates to the recency of the evidence and whether the evidence relates to
current abilities.
THE DIMENSIONS OF COMPETENCY

The national concept of competency includes all aspects of work performance, and not only
narrow task skills. The four dimensions of competency are:
 Task skills
 Task management skills
 Contingency management skills
 Job role and environment skills

THE UNIT OF COMPETENCY
Each unit of competency can be unbundled to reveal two key assessment components:
1. the performance criteria
 specifying the required level of performance
2. the evidence guide
 Describing the underpinning knowledge and skills that must be demonstrated
to determine competence. It provides essential advice for assessment of the
unit of competency in the form of:
 critical aspects of evidence
 the essential skills
 the essential knowledge
ASSESSMENT METHODS
FULL COURSE
WORKBOOKS (4)
There are four (4)theory workbooks for the course.
Workbook 1 - Project Life Cycle covers:

 BSBPMG417 Apply project life cycle management processes
Workbook 2 - Project Constraints covers:

 BSBPMG409 Apply project scope-management techniques
 BSBPMG410 Apply project time-management techniques
 BSBPMG411 Apply project quality-management techniques
 BSBPMG412 Apply project cost-management techniques
Workbook 3 – Project Resourcing covers:

 BSBPMG413 Apply project human resources management approaches
 BSBPMG416 Apply project procurement procedures

Workbook 4 – Project Communications and Risk covers:
 BSBPMG414 Apply project information management and communications
techniques
 BSBPMG415 Apply project risk-management techniques
The above workbooks contain two assessments:

 Written Questions – A set of generic and workplace questions testing the student’s
general knowledge and understanding of the general theory behind the unit.
 Case Studies – A set of hypothetical questions to test the student’s analytical skills
in project problem solving. Students will be provided with a set of project
management documents to analyse.
PRACTICAL PROJECT ASSESSMENT (1)

The final workbook contains the practical project assessment which covers all
units of competency.
 Practical Assessment – A portfolio assessment where students apply their skills in
creating and populating project management documentation using projects they are
currently involved either in in their workplace, or through a supplied scenario.

PRESENTATION
Things to Consider:
Only submit your workbook once all activities inside are complete. Should you have
any questions regarding your assessments, or not understand what is required for you
to complete your assessment, please feel free to ask your trainer.
Keep your answers succinct and make sure you are answering the question. Re-read
the question after you have drafted up your response just to be sure you have covered
all that is needed.
Your final assessment result will either be competent or not yet competent.
If submitting your assessments please ensure that
1. All assessment tasks within the workbook have been completed
2. You have proof read your assessment
Answering the Questions:

1. If you are using Microsoft Word you will need to click in the grey area
of the box to begin typing your answer.
Assessments may not be processed if the above guidelines are not adhered
to. To ensure your assessment is processed as quickly as possible, please
follow these instructions.

ASSESSMENT WORKBOOK COVER SHEET
WORKBOOK: WORKBOOK 5
TITLE: Practical Project Assessment
FIRST AND SURNAME:
PHONE:
EMAIL:
Please read the Candidate Declaration below and if you agree

to the terms of the declaration sign and date in the space
provided.
By submitting this work, I declare that:
 I have been advised of the assessment requirements, have been made
aware of my rights and responsibilities as an assessment candidate,
and choose to be assessed at this time.
 I am aware that there is a limit to the number of submissions that I
can make for each assessment and I am submitting all documents
required to complete this Assessment Workbook.
 I have organised and named the files I am submitting according to the
instructions provided and I am aware that my assessor will not assess
work that cannot be clearly identified and may request the work be
resubmitted according to the correct process.
 This work is my own and contains no material written by another
person except where due reference is made. I am aware that a false
declaration may lead to the withdrawal of a qualification or statement
of attainment.
 I am aware that there is a policy of checking the validity of
qualifications that I submit as evidence as well as the
qualifications/evidence of parties who verify my performance or
observable skills. I give my consent to contact these parties for
verification purposes.
Name :
Signature: Date:
PRACTICAL ASSESSMENT
Throughout this assessment, you will encounter different introductions depending on the
pathway you have chosen. The following colour coding has been utilised in this assessment:
W OR K PL A CE PA THW A Y
Instructions written in red boxes such as this only apply to students who have
selected the workplace pathway.
If you are doing a workplace project, if you see any instructions in a red box
and/or if you see the red briefcase symbol, these instructions are for you.
SI MUL A TED PA THW A Y
Instructions written in yellow boxes such as this only apply to students who
have selected the simulated pathway.
If you are working through the simulated project, if you see any instructions in
a red box and/or if you see the yellow house symbol, these instructions are for
you.
Instructions appearing in the blue boxes with both the briefcase and house in
the top right hand corner must be attempted by all students regardless of
pathway.
Consult with your assessor and make a decision now regarding which pathway you would
like to take. If you are in doubt, you should select the simulated pathway. Refer to the notes
in the following pages and contact your trainer if you need any help with selecting your
pathway.

If you are selecting the workplace pathway, you will need to select a project from your own
workplace or organisation where you work in an employment or voluntary capacity as a
project team member.
Where possible you should complete the entire workbook using one (1) project. Otherwise
you may use a separate project for each main section. If you think this is going to be a
problem, discuss it with your assessor.
Before commencing the practical assessment, discuss the project with your assessor and your
supervisor so they can determine its suitability. The project will need to adhere to the
following criteria:
1. The project must be work related in your own workplace.
2. You must have a supervisor (ideally a project manager, otherwise the project owner
or client) who is willing to sign off on the practical assessments where required, and
will allow you to submit a copy of the project documentation to your assessor, and to
provide a third party report if required.
3. You will need to be actively involved as a project team member within the functions
of project scope, time management, financial administration, quality control, human
resources administration, communications administration, risk analysis, and
contract/procurement administration.
4. You must be actively involved in the project from start to finish.
5. The project must have at least four (4) other team members and one (1) external
contractor.
6. The project must have a fixed schedule with tasks that you can easily represent on a
Gantt chart.
7. You must have been involved in the development of all project documentation (or
have at least created your own set of documentation to hand in as part of this
assessment.
8. The project must have at least one (1) change in its scope, time, cost, quality, HR, risk,
procurement and communications during its progress that can be captured by a
change request.

If you don’t have a suitable workplace project, you should use the simulated
workplace scenario included in the assessment.
workbook.
Some tasks will require you to create a file to attach separately (e.g. the Gantt chart, and S
curve). Where you are using templates and databases in your own workplace, note that
assessments can only be accepted in the following formats:
1. Word
2. Excel
3. PDF
4. MS Project
In this practical assessment you will be required to create all the documentation, even if it is
not part of your normal role.
If you are using a workplace project, disregard all yellow “Simulated Pathway” boxes.

S I MUL A TED PA THW A Y
If you are selecting the simulated pathway, you will be provided with a case study further
down this page, along with all the templates you need to complete the assigned tasks.
You are required to complete ALL the assigned tasks using the case study project simulation.
workbook.
Some tasks will require you to create a file to attach separately (e.g. the Gantt chart, and S
curve). Where you are using templates and databases in your own workplace, note that
assessments can only be accepted in the following formats:
1. Word
2. Excel
3. PDF
4. MS Project
If you are using the simulated case study, disregard all red “Workplace Pathway” boxes.

Simulated Project Environment Introduction

You are working as the project administrator for Awesome Landscapes. They are
managing a project covering the development of a large townhouse complex on a large
block of land they own in Cascade Peak. The land was originally purchased to store
landscaping supplies, but due to the recent expansion of Cascade Peak town, they have
decided they will be developing it into the Bluegum Downs Townhouse Complex and
selling the townhouses once developed, rather than sell off the block of land as-is.
Although Awesome Landscapes’ primary business does not include residential

construction, they wish to manage the project and will engage “Townhouses Unlimited
Corporation” to perform the construction.
In this project, you will be working through all stages of the project life cycle, from the
initial proposal stage to the end of the sales process. Each section provides a set of
documentation that you will need to download and examine to complete your assessment.
You will be working under Sam Ng, the project manager. Sam has assigned you the role of
maintaining all project documentation information to use in the project plan.

1. PROJECT SCOPING STAGE
Introduction for students using the workplace pathway

If you are using your own workplace project, the following tasks should be completed
during the scoping/conceptualisation phase of the project.
Introduction for students using the simulated pathway

If you are using the simulated project, refer to the linked documentation. This contains the
minutes of two meetings and two polices. You will need to analyse the linked files by
clicking on the link in this table which will point to a page on Awesome Landscapes
containing all the files you need for this project.
A list of all the documents required for the entire assessment is found on the next page. At
this point, refer only to the documents in Part 1.
Note that all the documents included in this case study are all created in the year 20xx. For
the purpose of this assessment, where applicable, use 20xx as reference for the current
year. Click on the logo to access the Awesome Landscapes website:
Login: learner
Password: studyhard
(Note: If the link is not working, copy and paste this url to your browser:
http://compliantlearningresources.com.au/network/awesome-landscapes/projects/bluegum-downs-
townhouses-project-2016/)

The following documents are required to complete the succeeding tasks using the
simulated pathway. Access them in parts as you go through this practical assessment.
Pa rt 1 ( S co p ing ) do cu m ent s :
M inu t es o f t he M eet ing – 5 Febru ary 20xx ( PDF) 1
M inu t es o f t he M eet ing – 26 Febru ary 20x x ( PDF) 2
Po l icy o n Ch ange M anagement ( PDF) 3
Po l icy o n Proje ct Commu nicat ion ( PDF) 4
Pa rt 2 ( Pla nning ) do cu m ent s :

M inu t es o f t he M eet ing – 11 April 20 xx ( PDF) 1
Qu o t e – 123 Bu il di ng Su ppl ies ( PDF) 2
Qu o t e – Al l serv ice s Pl u mbing and El ect rical ( PDF) 3
Qu o t e – Big Bu il d i ng Company ( PDF) 4
Qu o t e – H K Com merci a l Bu il ders ( PDF) 5
Qu o t e – J W arren and Sons Ex cav at i ons ( PDF) 6
N o t es o n Su ppl iers ( PDF) 7
St af f M embers ( PDF) 8
Su mmary of Projec t Cost s ( PD F) 9
Pa rt 3 ( Mo nit o ring /I m p lem enta tio n) do cu m ent :

M inu t es o f t he M eet ing – 26 Sept em ber 20 x x ( PDF)
Pa rt 4 ( C ha ng e Ma na g em ent ) docu m ent :

M inu t es o f t he M eet ing – 5 Dec embe r 20 xx
Pa rt 5 ( R ep o rt ing ) do cu m ent :
M inu t es o f t he M eet ing – 23 J anu ary 20 xx
Pa rt 6 ( C lo sing ) do cu m ent :
M inu t es o f t he M eet ing – 4 M a y 20 x x
(Note: If the link is not working, copy and paste the url to your browser.)
Part 1:
1http://compliantlearningresources.com.au/network/awesome-landscapes/files/2016/04/Meeting-
Minutes-1-5th-February-20XX2.pdf
Minutes-2-26th-February-20XX2.pdf
3http://compliantlearningresources.com.au/network/awesome-landscapes/files/2016/04/Policy-Change-
Management-20XX2.pdf
4http://compliantlearningresources.com.au/network/awesome-landscapes/files/2016/04/Policy-Project-
Communication-20XX2.pdf
Part 2:

Minutes-3-11th-April-20XX1.pdf
2http://compliantlearningresources.com.au/network/awesome-landscapes/files/2016/04/quote-123-
building-contractors-20XX1.pdf
3http://compliantlearningresources.com.au/network/awesome-landscapes/files/2016/04/quote-
allservices-plumbing-and-electrical-20XX1.pdf
4http://compliantlearningresources.com.au/network/awesome-landscapes/files/2016/04/quote-big-
building-company-20XX1.pdf
5http://compliantlearningresources.com.au/network/awesome-landscapes/files/2016/04/quote-h-k-
commercial-builders-20XX1.pdf
6http://compliantlearningresources.com.au/network/awesome-landscapes/files/2016/04/quote-J-
Warren-and-Sons-Excavations-20XX1.pdf
7http://compliantlearningresources.com.au/network/awesome-landscapes/files/2016/04/Notes-on-
Suppliers-20XX.pdf
8http://compliantlearningresources.com.au/network/awesome-landscapes/files/2016/04/Staff-Members-
20XX.pdf
9http://compliantlearningresources.com.au/network/awesome-landscapes/files/2016/04/Summary-of-
Project-Costs-20XX.pdf
Part 3:
http://compliantlearningresources.com.au/network/awesome-landscapes/files/2016/04/Meeting-
Minutes-26-September-20XX.pdf
Part 4:
Minutes-5th-December-20XX.pdf
Part 5:
Minutes-23-January-20XX.pdf
Part 6:
Minutes-4th-May-20XX.pdf

1.1 Preliminary Project Information
To be answered by students completing either the workplace pathway or the

simulated pathway.
Complete the table below to provide your assessor with a broad overview of the project.
Note you will need to ensure all other templates within this document have information
consistent with this table.
You probably won’t have enough information to completely fill this table in yet (e.g. the
project closing commencement date), so a reminder has been provided for you at the end
of the document to ensure all those details are added to it.
Project Name:
Bluegum Downs Townhouses Project 2016
Your Name:
Your Role:
Project Administrator
Date scoping stage commenced:

5th February 2019
Date planning stage commenced:

11th April 2019
Date implementation stage

26th September 2019
commenced:
Date closing stage commenced:

5th May 2020
Date project ended:

18th January 2021
Project manager 1 name and dates

Sam Ng 5th February 2019 to 18th January 2021
working on project.

Ricky Hinds 5 May 20120 - 18th January 2021
working on project.

working on project.
Project sponsor:
Kim Nguyen

1.2. Project Charter
Create a project charter document for your project, using the provided charter document
template below.
Make sure the charter document provides a realistic picture of your project. It needs to
provide a strong case for the justification (objectives, outcomes and benefits) of the
project, establishing a relationship between the project itself and the broader goals and
strategies of the organisation.
Project Charter Template
Project Name: Bluegum Downs Townhouses Project

Prepared by:
Date: 1st February 2019
Synopsis: The project charter will cover a number of areas such as the purpose of
the project or the business need, product description, and project
exclusions. It will also look into the assumptions of the project,
constraints, and risks among others.
Purpose/ The two companies, Awesome Limited and Townhouses Unlimited

Business Corporation aim to make a profit from construction of the Townhouses.
Need: Initially, the land was purchased to store landscaping supplies but
because of the development of Cascade Peak Town, the business option
was to construct and sell the townhouses.

Product The project, titled, Bluegum Downs Townhouses Project 2016 is under
Description Awesome Landscapes and Townhouses Unlimited Corporation. It is
and meant to oversee the construction of 102 townhouses for sale within a
Deliverables: piece of land within Cascade Peak Town
Project The plan for manual labourers is not well stipulated unless the
Exclusions: construction companies will bring in their own workforce. Additionally,
there is the exclusion of a plan on what steps to be taken in the event of
any shortage in funds.
Assumptions: Based on an overview of the project, various assumptions are made and
they include;
The prices of the resrouces will remain constants
The construciton will not halt due to weather conditions or other
unavoidable circumstances.
The funds set aside are enough
Last but not least, the townhouses will all sell within a period of two years.
Constraints: The three most important constraints which are addressed in the policy
- change management document include;
Cost,
Scope, and
Schedule.
The document states that any change in cost that exceeds over $1,000 is
to be formally documented. Additionally the project management is
tasked with meeting and executing the necessary changes.

Risks: The various risks that the project faces include;
Weather conditions that may alter the timeline
Increase in price of resources which will increase the budget.
Poor workplace relations between the contractors
Resources: The resources for the project include;

Construction materials
landscaping materials
Plumbing and electricity
Land excavators
Security
Internal decorators among others
Stakeholders: When it comes to the stakeholders, they include;

a) Building construction companies.
b) Construction and landscaping materials delivery companies.
c) Plumbers and electricians to install all utilities.
d) Land excavation companies.
e) Landscapers.
f) Internal decorators.
g) Onsite security.
i) Local real estate agent to market development.
Communication The reporting of the project will follow a standard reporting procedure
and Reporting: that will entail monthly reports sent to the project manager, to the CEO,
and to the council. As far as the communication is concerned, it will be
directed through the project manager and sent to the director where
necessary.

Acceptance: The acceptance process of the project will require the management of the
project more so the project manager and the CEO. The council will also
be involved in any major decisions that will be made within the project to
ensure that the right channels are followed.
Change The policy on the change management is very strict on the steps that need
Management: to be followed. In this case, any change in policy, which are not limited
to; changes in schedule, change in contractors, or increase in costs have
to be properly documented. More so, any increase in costs that will be
higher than $1000 will have to be formally documented following the
appropriate change management processes.
Approval Project Manager: Sam NG Sponsor: Kim Nguyen
Checklist – Does the project charter include: Y/N
1. All sections filled in. Y
2. Signed off by a higher project authority. Y

o Workplace pathway: Signed by your supervisor or client,
OR a separate document provided with your charter document
advising approval of the project charter by your supervisor or
client.
o Simulated pathway: Send an e-mail to Kim Nguyen (the
director at Awesome Landscapes) at the address below. You
will receive an automated response. Use this as your evidence.
bluegumcharterapprove@compliantlearningresources.com.au
Save the file as charterapproval and submit with your workbook

2. PROJECT PLANNING STAGE
Once your project has passed the scoping stage, you need to create a detailed plan before
going ahead and implementing it.
If you are working on your own workplace project, you will need to complete the templates
below during the planning stage of your project.
If you are using the simulated project scenario, you will need to analyse the planning
project documentation, which includes meeting minutes, quotes, and other information
provided through the links below. Note you may have to get some of the information from
the charter document or the attachments you downloaded earlier.
Where information isn’t specifically available in the attachments, you will need to make
calculated guesses for timeframes, etc. Note this assessment isn’t about getting exact
figures, but more about the methodology you use to put together the project components.
Refer to the documents in Part 2 in the Awesome Landscapes website. You may also wish
to review the documents in Part 1. Click on the logo to visit the website:
Login: learner
Password: studyhard

2.1. Scope Statement
Create a scope statement for your project, using the provided scope statement below.
Make sure the scope statement is specific and measurable to the project’s objectives. It
needs to clearly outline the deliverables and any significant risks that may be encountered.
Scope Statement Template
Project Name: Bluegum Downs Townhouses Development Project

Prepared by:
Date: 5th February 2019
Project With the growing Cascade Peak Town, constructing the
Justification: townhouses within the premises will be a great business
opportunity. The town is undergoing urbanization, meaning
that more people will be looking to move within the
premises and as such, wanting to buy houses. Therefore, the
project has both a lucrative business offer and a
developmental perspective.
Product The requirements are to construct 102 townhouses in the

Description: provided land within Cascade Peak Town. The expected
time period is around two years which will cover the whole
project.
Project Deliverables: A list of the summary-level sub products whose full and
satisfactory delivery marks completion of the project.
Deliverable A Acquisition of a loan which will fund the project. In
accordance with Jonathan, the loan will be used in
purchasing the property and will be charged to the
development project at $5318 per month

Deliverable B Surveying and in-house assessment. This will entail an
evaluation of the project scope, deliverables, and finances
among other aspects prior to commencementt
Deliverable C Adherence to the set timeframes such as the commencement

of the construction and other deliverables within the project.
For instance, construction is set to begin on the 13th of June
2020.
Known Exclusions Overspending plans or increase in resources. Lack of enough
funds within certain deliverables.
Steps to be taken during the predicted wet summer as it is
likely that the construction might be flooded causing erosion
on the site.
Project Objectives: The quantifiable criteria that must be met for the project to
be considered successful. Project objectives must include at
least cost, schedule, and quality measures.
Cost Objectives Total budget of $18,298,989
(quantify)
Townhouses will sell between $290,000 and $420,000.
Making an average of $330,000. The profit will be of
$60,000 per house
Schedule Objectives 27 April 2019 to 27 April 2021
(start and stop dates)
Quality Measures The quality measures will be evaluated based on what has
(criteria that will been discussed within the project plan. It covers the
determine acceptability) required areas such as the purchase of property and other
resources.
Primary risks that The time period set to finish and sell the townhouses might
should be taken into be limited considering that they have to be marketed
account: first.

Other Objectives Preparation of the block
Construction of the buildings
Installation of the supporting infrastructure
All landscaping and planting of surrounding gardens.
Approval Sam NG

Checklist – Does the scope statement include: Y/N

OR a separate document provided with your scope statement
advising approval of the scope statement by your supervisor or
client.
o Simulated pathway: Send an e-mail to your project manager
Sam Ng at the email address below requesting approval of the
scope statement. You will receive an automated response. Use
this as your evidence.
bluegumscopestatement@compliantlearningresources.com.au
Save the file as scopestatementapproval and submit with your
workbook.

2.2. Stakeholder Analysis
Create a stakeholder analysis for the project you are working on, using the provided
stakeholder analysis template.
Ensure all project stakeholders are included in the document. This includes the project
manager, customers/clients, team members and contractors, senior executive members of
the organisation, and other stakeholders crucial to the project.
You will need to obtain approval of the stakeholder analysis by two different stakeholders
listed on it.
Stakeholder Analysis Template

Prepared by:
Specific Best Source of Planned
Project Timing
Information Information Method of
Stakeholder Considerations
Needs Needed Delivery
Project Project Communicatio Fulfillment of In accordance to

Manager Deliverables n and reports objectives the set timeline
and objectives
Customer #1 Names and any Credit score Any payment As agreed with the
government and finances method sales team
issues preferred.
identification
document
issues preferred.
identification
document
issues preferred
identification
document

Performing Organisation Company Realization of In accordance to
Organisation name records goals and the project
objectives
Project Team Names and Employee Realizaiton of In accordance to

Members roles records and project the project
the HR objectives and
department milestones
Sponsor The identity of As provided by Provision of As agreed in the

the sponsor the sponsor the required contract
funds for the
project
Senior Role and Company Overseeing Based on

Executive position within records and leading milestones and
the effectively. objectives
organisation or
project
Other Internal Names, role, Databases and Any method In accordance to

Stakeholders contributions, records that may be the project
and other applicable to
specifics the
stakeholders
Other External Names, role, Databases, Any method In accordance to

Stakeholders contributions, records, that may be the projec
and other referrals, and applicable to
specifics searches the
among others stakeholders

Checklist – Does the stakeholder analysis include: Y/N
o All sections filled in. Y

o Workplace pathway: Signed by your supervisor or client, OR
a separate document provided with your stakeholder analysis
advising approval of the analysis by your supervisor or client.
Sam Ng and Kim Nguyen at the email addresses below
requesting approval for the stakeholder analysis. You will
receive an automated response. Use this as your evidence.
bluegumstakeholdersam@compliantlearningresources.com.au
bluegumstakeholderkim@compliantlearningresources.com.au
Save the files as stakeholderapproval1 and
stakeholderapproval2 and submit with your workbook.

2.3. Responsibility Assignment Matrix
Conduct a responsibility assignment analysis for your project, using the provided
responsibility assignment matrix template below. Make sure all relevant project
stakeholders are populated into the matrix.
The completed responsibility assignment matrix must contain ALL of the following to be
deemed satisfactory:
Responsibility Assignment Matrix Template

Prepared by:
Project
Project Senior Performing Project
PERSON Sponso team Customer
Manage Executiv organisatio Administrato
r member s
r e n r
s
PHASE
Requirement
A, S A, S A, S P, I A, P, S P
s
Functional P R A A,R,S R
Design A, S A, S A,S I S I
Development A,S A,S A,S P R,P I
Testing I I I R,I I
P = Participant A = Accountable R = Review Required

I = Input Required S = Sign-off Required

2.4. Procurement Management Planning Checklist
Create a procurement management plan for your project, using the provided procurement
management planning checklist template below.
If you are working in the simulated exercise, evaluate the quotes from the different
building suppliers and the notes on suppliers document to select the most appropriate
supplier as part of completing the procurement management planning checklist.
Procurement Management Planning Checklist

Template
Prepared by:
Identify types of contracts being used:
Fixed-Price Contracts
Independent estimates required? Yes No

If Yes, who will prepare?
By when?
Actions that Project Management Team can take independent of Procurement

Department:
The project management team can purchase or organise the purchase of the property,
which is to be finalised by 27th April without the procurement teams. Additionally, they
can come up with other important features such as communication and reporting within
the project. In addition, they are also responsible for aspects such as the realization of
quality services and products, mitigation of risks and tracking of the costs of the project.

Source of standardized procurement documents, if needed:
Quotes and invoices are the main sources of the standardized procurement documents
within the project. The suppliers will be requested to provide their quotations on the
products that are needed within the project and in turn, the project team members will
select based on the fit suppliers.
How will multiple providers be managed?

The project uses numbered invoices that will help in the management of the providers in
an effective manner. There is also quotes that are meant to help make the management
more effective. Additionally, cost and quality will be a determining factors in this process
as they will help determine which provider is best-suited for the task.
How will you coordinate Procurement with the following aspects of the
project?
Scheduling
Acquire all the necessary resources and products before the construction begins. A
member of the project team will be given the task, where they will have to assess each
resource and affirm that it is present before the project begins. This will help avoid
future risks or delaying of the project because of a lack of a resource.
Performance Reporting
Adherence to a certain level of performance to ensure quality and durability within the
project. In addition, the HR department on site will make certain that they conduct
performance appraisals and performance evaluations from time to time. They will be
guided by the goals of the project which will have to be in-line with individual efforts.
Human Resources
Effective job allocation where the right person within the project will be given the right
tools or aspects that they need. The human resources will be of great use within the
project as they will offer the manpower required. The more competent they are, the
higher the chances of quality.
Other
In this case, the major aspects to consider include the quality, costs, and risks that will
impact the project. As far as the quality is concerned, it will be determined by the
resources, timely delivery of the project milestones, and the human resources
competencies. The costs will have to be drawn beforehand to ensure that there is
enough while the risks will be mitigated through a risk management program. The
realization of the aspects will help fulfill a successful project.
2.5. Statement of Work
Create a statement of work for a contractor in your project, using the provided statement
of work template below.
If you are using the simulated workplace townhouse development scenario, use your
selected building company.
Statement of Work Template

Prepared by:
Date: 1/03/2019
Vendor Name: Awesome Landscapes
Description of Deliverables or Procurement Items (in as much detail as needed to accurately define
the proposed work):
As a vendor, it is required that is you deliver products to the project site. The products
reuired include foundations, frameworks, cladding, roofing, and cemenet work. The main
responsibility of the contractor is to lay the foundation, which will be inclusive of the labor
and delivery of the acquired items for the project. They will be operating at a fixed cost
basis.
Required Timeline and Milestone Dates:

The contractor's role is set to commence immedieately the process begins seeing that they
are laying the foundation and slabs within the project. Therefore, the resources have to
arrive before the process begins.

Collateral Services Required of Vendor (e.g., performance reporting, post-project operational
support, etc.):
The collateral services that are reuired from the vendor include delivery reporting and
project operational support.
Cost Parameters:
The total costs of the above mentioned resources ought to fall between $5,000,000.

2.6. Information on Potential Suppliers
Collect information on three (3) different suppliers. You may either submit three (3)
tender submissions, or write a separate document summarising relevant information you
have collected if there are confidentiality issues. Where confidentiality is potentially an
issue, you may substitute the names of the suppliers (both personal names and
organisation names).
If you are doing the simulation pathway, submit relevant supplier documentation from the
scenario.
For each submission, include comments on your opinions on the supplier regarding their
capacity to deliver. Provide a recommendation regarding which supplier(s) should be
selected as preferred suppliers for the project, giving reasons.
For one (1) of the recommended suppliers, write a set of terms and conditions (contract
schedules) outlining the scope, cost, quality and time requirements for delivering the
goods or services.
Save these files as supplier1, supplier2, and supplier3 respectively.
Comments on each supplier regarding their capacity to deliver:
Supplier 1:
Based on the provided requirements of the project, there was need of a supplier that could
deliver within a given timeframe. Therefore, to begin with, 123 Buildings Contractors are
one of the potential suppliers of the project. Looking at the portfolio that they gave, they
are currently engaged with another big construction but by August of the current year, they
will be open to start construction on this project. As such, seeing that the company is a big
construction company that might be beneficial for the project. Nonetheless, based on their
previous client, they are not very keen on meeting deadlines and as such, might be a
problem for the project.
Supplier 2:
The second suppliers are Big Building Company which unlike the first suppliers, are very
well talked about by their clients and meet deadlines. Additionally, the company also
charges their original quoted costs without any increment, making them very applicable
within this scenario. The fact that they have received tremendous recommendations from
their last few clients is a sign that the supplier is trustworthy and one can do business
with. However, the only limiting factor is that they are currently working on 9 other
project which will be completed by August next year. Taking them in as our supplier will
mean that we will have to be the tenth client they are handling within the same period.

Supplier 3:
The last supplier on the list is named H.K. Commercial Builders who also happen to be
having another project for Townhouse Unlimited. Seeing that Townhouse Unlimited is a
vested partner within this project, and the supplier has done a number of other projects
for the partner, this means that they will come highly recommended and also have the
upper hand in the selection process. Furthermore, they have managed to do spectacualr
work in all their previous works with Townhouse Unlimited.
Terms and conditions for one (1) of the above recommended suppliers:
Supplier details:
From the 3 suppliers, the supplier of choice in this case is H.K. Commercial Builders. This
is mainly because one of the partners has done business with them and as such, increasing
their trust to deliver. The company is also currently available to start the work on 23rd May
of the current year which coincides with the start dates of the project. They are keen on
deadlines and work with the provided budget.
Terms and conditions:
The terms and conditions of the supplier include;
Presence of a legal capacity
Provision of a considerable offer
There must be consideration
Presence of a legal purpose.

2.7. Contract
Submit a procurement contract you have drafted.

Guidance: Note that in most cases, confidentiality is an issue here. Where that is the
case, you may go to the Awesome Landscapes intranet and complete a
template for the work covered in the SOW and/or the procurement
recommendation documentation in the previous section.
The contract must be completely filled in with schedules completed covering
the relevant scope, time, cost and quality constraints. The preamble must be
intact as per probity and project governance constraints expected in
contracts.
CONTRACTOR AGREEMENT
1/03/2019
Awesome Landscapes Ltd
Dear H.K Commercial Builders
Contractor Agreement
This letter sets out the terms of the agreement between 27th April 2019 and 27th April
2021.
In this letter, words in bold type (other than headings) have the meaning described in
section 11 at the end of the letter.
1 PERIOD OF ENGAGEMENT
1.1 Term
The contractor will supply the services to the company from 27th April
2019 to 27th April 2021 unless the engagement of the contractor to provide
the services is terminated earlier in accordance with this agreement.
1.2 Termination by the company
Subject to paragraphs 1.4 and 9.1, the company may terminate the contractor’s
engagement by giving the contractor one (1) month’s written notice of its
intention to do so. The company may require the contractor not to perform the
services during that notice period.

1.3 Termination by the contractor
Subject to paragraph 1.4 if the contractor wishes to terminate its engagement, it
must give one (1) month’s written notice to the company. The company may
require the contractor not to perform the services during the notice period.
1.4 Payment in lieu
If either the contractor or the company gives notice of termination, the company
may terminate the contractor’s engagement by making payment in lieu of that
part or all of the notice period during which the contractor is not engaged.
2 BASIS OF ENGAGEMENT
2.1 Other contractors and employees
In addition to the consultant, the contractor may engage such other persons as
required, whether as employees, contractors or otherwise, to perform the
services provided each of those persons is suitably qualified and capable of
performing the work the contractor directs or engages them to perform.
2.2 Consultant’s equipment
The contractor will provide the consultant with the requisite equipment to
provide the services at the contractor’s expense (unless a prior arrangement is
made in writing with the company).
3 FEE
3.1 Amount
Subject to paragraph 3.3, the company will pay the contractor a fee of
$$7,854,918 for providing the services.
3.2 Payment
The company agrees to pay the fee by instalments monthly in advance subject to:
(a) the contractor performing the services satisfactorily; and
(b) receipt of a tax invoice from the contractor for the relevant period.
3.3 Early termination
If either the company or the contractor gives notice of termination under
paragraphs 1.2 or 1.3, the company is only liable to pay a pro rated amount of the
fee proportionate to the period the agreement is on foot.
4 GOODS AND SERVICES TAX

4.1 Calculating GST

Consideration payable by the company to the contractor under this
agreement:
(a) stated as a figure, is stated exclusive of GST; or
(b) described (by a formula or otherwise), is described and must be
calculated without regard to GST.
4.2 Payment of GST
Where this agreement requires the company to pay consideration for a supply
then, on presentation of a tax invoice by the contractor to the company, the
company will simultaneously pay to the contractor:
(a) the money payable under this agreement; and
(b) the GST amount.
5 DUTIES AND OBLIGATIONS

Throughout the period of the contractor’s engagement under this agreement, the
contractor must:
(a) faithfully carry out its responsibilities as specified in this agreement to
the best of its ability;
(b) observe all lawful requests made by any person authorised by the
company; and
(c) ensure that the policies of the company as notified to it are followed.
6 WARRANTIES AND INDEMNITY

6.1 Warranties
The contractor warrants that:
(a) the contractor:
(i) is exclusively entitled to perform work in the course of providing
the services under this agreement; and
(ii) is entitled to enter into this agreement and to grant the rights
granted to the company under this agreement.
6.2 Indemnities
The contractor indemnifies the company against all actions, proceedings, suits,
claims and demands made against it in connection with:
(a) the provision of services under this agreement;
(b) any breach of the contractor of any of the warranties made in paragraph
6.1; or
(c) any of the warranties made in paragraph 6.1 not being complete, true or
correct,

and against all liabilities, losses, damages, costs and expenses (including full
legal expenses) suffered by the company as a consequence.
7 CONFIDENTIALITY AND INTELLECTUAL PROPERTY RIGHTS

7.1 Ownership
The contractor acknowledges and agrees that the company owns:
(a) all intellectual and industrial property rights in any confidential
information, whether tangible or intangible and whether in
documentary or computerised form and in any modifications and
enhancements to that information;
(b) any inventions or works absolutely and without further payment to
the contractor.
7.2 Obligations
The contractor:
(a) must immediately disclose to the company (and to no other person) all
the details of any inventions or works;
(b) irrevocably assigns to the company all of the contractor’s present and
future right, title and interest in all inventions and works;
(c) consents to the works being changed, copied, edited, added to, taken
from and/or adapted in any manner or context by the company and any
person authorised by the company to do so, for any purpose whatsoever
notwithstanding that such conduct may amount to derogatory treatment
of the works within the meaning of the Copyright Act 1968;
(d) must, both during and after the term of this agreement, do all such acts
and things as the company may reasonably request to secure to the
company ownership or registration rights in the inventions and the
works, and the contractor grants to the company the right to use the
contractor’s name to obtain any protection of the inventions and works;
and
(e) must not, both during and after the term of this agreement, engage in
any conduct which may damage the company’s intellectual property
rights.
7.3 Obligation
Subject to paragraph 7.4, the contractor must maintain in confidence all
confidential information and ensure that the confidential information is kept
confidential.

7.4 Exceptions to confidentiality
The contractor may reveal confidential information that:
(a) it is required by law to disclose, in which case it must immediately notify
the company of the requirement and must take lawful steps and permit
the company to oppose or restrict the disclosure to preserve, as far as
possible, the confidentiality of the confidential information; or
(b) is in or enters the public domain for reasons other than a breach of this
agreement by the contractor.
7.5 Survival of obligation of confidentiality
The obligation under paragraph 7.3 will survive the termination of this
agreement.
8 RESTRAINT
8.1 Obligation
In order to protect the company’s goodwill and confidential information, the
contractor will not during any restraint period in any restraint area by any
means whatsoever directly or indirectly:
(a) attempt in any manner to persuade a client to cease dealing with or to
reduce the dealings which that client has customarily had or
contemplated having with the company;
(b) attempt in any manner to persuade any employee or contractor of the
company with whose skills and abilities the consultant has become
familiar in the course of the contractor’s engagement under this
agreement to cease providing services to the company and/or to provide
services to the contractor or another person; or
(c) use or attempt to use confidential information for any purpose other
than for the purposes of the company or in any manner that may injure
or cause loss to the company.
8.2 Operation of restraint
Each covenant contained in paragraph 8.1 resulting from each restraint period
and each restraint area constitutes and is to be construed and will have effect as
a separate, distinct, severable and independent provision from each other
covenant (but cumulative in overall effect) and paragraph 10.2 will apply.
8.3 Acknowledgment
The contractor acknowledges and agrees that, without prejudice to any other
remedy the company may have, the company will be entitled to injunctive and
other equitable relief to prevent or cure any breach or threatened breach of
paragraph 8.

9 TERMINATION WITHOUT NOTICE
9.1 Events of termination
If at any time during the contractor’s engagement by the company the contract:
(a) commits any act involving fraud, deceit or dishonesty (whether in
relation to the company or otherwise);
(b) becomes bankrupt or commits any act of bankruptcy;
(c) is convicted of any criminal offence carrying a maximum penalty of not
less than 12 months’ imprisonment;
(d) dies;
(e) persistently neglects the affairs or business of the company;
(f) refuses or fails to comply with any lawful request, made by any person
authorised by the company;
(g) engages in misconduct; or
(h) is unable to properly perform the essential elements of the Services
whether as a result of illness, accident or otherwise;
then the company will have the right to terminate this agreement immediately,
without prejudice to any other claim, right or remedy which the company may
have against the contractor.
9.2 Deliver up
Immediately upon the termination of this agreement the contractor must deliver
to the company:
(a) all documents and other things which relate to the business or affairs of
the company or otherwise recording confidential information; and
(b) all things belonging to the company or in respect of which the company
has rights of ownership, including computer equipment, mobile phones
and other communication equipment, keys, security cards, cab charge
cards and vouchers.
10 GENERAL
10.1 Entire agreement
This letter constitutes the entire agreement between the contractor and the
company regarding the matters set out in it and supersedes any prior
representations, understandings or arrangements made between the company
and the contractor, whether orally or in writing.
10.2 Severance

If any paragraph or any part of any paragraph in this letter is in any way
unenforceable, invalid or illegal, it is to be read down so as to be enforceable,
valid and legal. If this is not possible, the paragraph (or where possible, the
offending part) is to be severed from this agreement without affecting the
enforceability, validity or legality of the remaining paragraphs (or parts of those
paragraphs), which will continue in full force and effect.
10.3 Waiver
If the contractor or the company delay in exercising any right under this
agreement, that does not constitute a waiver of that right, nor will any waiver
(either wholly or in part) of any particular right operate as a waiver of the same
or any other right.
10.4 Governing law and jurisdiction
(a) The laws applicable in [insert applicable jurisdiction] govern this
agreement.
(b) The contractor and the company submit to the non-exclusive
jurisdiction of the courts of [insert applicable jurisdiction] and any
courts competent to hear appeals from those courts.
10.5 Set off
If the contractor owes money to the company or owes more than it is entitled to
be paid by the company, the company may withhold the amount of the debt or
overpayment from any amounts otherwise payable to the contractor.
10.6 Status, tax and insurance

The contractor:
(a) will at all times supply the services to the company under this agreement
in the capacity of an independent contractor, and not as an employee or
agent of the company;
(b) will be responsible for payment of any income tax payable on any
monies paid to the contractor or to any person engaged by the
contractor to perform the services under this agreement and indemnifies
the company against any liability for deduction of such tax;
(c) acknowledges that the company is not required to make any
contributions to any superannuation fund in respect of the contractor
providing the services under this agreement;
(d) must maintain public liability insurance with a reputable insurer for an
amount not less than $20,000,000.
10.7 Assignment
The company may assign its rights and benefits under this agreement to any
other person without the consent of the contractor, but must continue to comply

with its obligations to the contractor under this agreement or cause the assignee
to agree to perform those obligations.
11 DEFINITIONS
In this agreement:
client means, for the purpose of paragraph 8, any person who is or was a client
of the company with whom, during the contractor’s engagement, the contractor
has or had dealings;
company means Awesome Landscape Ltd;
a company policy means the policies of the company relating to performance
of work;
confidential information includes, but is not limited to, all trade secrets,
know-how and any other information confidential to the company that is
disclosed to the contractor or acquired by the contractor during the course of the
contractor’s engagement under this agreement, which relates to the business
affairs, clients or property of the company that are generally not available to the
public or are not generally known in the industry in which the company
operates, including (without limitation):
(a) any information, record, specification, formula, patent, device,
invention, method, technique or process that is owned by the company;
(b) any methodology or system that the company has developed for its
business;
(c) any other information of the company relating to its services and
products (offered or to be offered), research, development, marketing,
pricing, clients and prospective clients, business methods, strategies,
financial conditions, personnel, plans, policies or prospects;
(d) any information relating to technical knowledge that the company may
possess relating to projects and tenders undertaken by the company,
including its strategies and pricing considerations;
(e) any information relating to the business affairs of the company; and
(f) any confidential information of any client of the company or third party
obtained by the company on a confidential basis;
consideration means any amount of consideration, compensation, damages,
indemnity, reimbursement, costs or other sum payable or to be provided under
any provision of this agreement;
contractor means H.K Commercial Builders.
fee means the fee payable under paragraph 3.1;

GST means any form of goods and services, value added, consumption,
purchase, retail of similar tax calculated by reference to the price or value of a
supply;
GST amount means the amount of money payable by the company under this
Agreement multiplied by the rate from time to time at which GST law imposes or
levies GST on a supply;
GST law means any law which imposes, levies, implements or varies a GST;
industrial laws means any applicable industrial award, enterprise agreement
or industrial legislation;
input tax credit has the meaning given to it under GST law;
inventions means all inventions, discoveries and novel designs created in the
course of the contractor’s engagement under this agreement;
restraint period means each of the following periods commencing upon the
commencement of the contractor’s engagement and ending upon the expiry of
each of the following periods after termination of the agreement:
(a) 3 months; and
(b) 6 months;
restraint area means:
(a) Australia; and
(b) New South Wales;
services means the services described in the Annexure;

supply means anything supplied, provided or performed for the purposes of
this agreement which is taxable under GST law;
tax invoice means a tax invoice in the form and containing the information
required under GST law for the purposes of collecting GST and obtaining an
input tax credit; and
works means all works and other subject matter in which copyright exists
which are created in the course of the contractor’s engagement under this
agreement.
Would you please signify the agreement of the contractor to the terms of this agreement
as set out in this letter by signing and dating both copies and returning them to me.
Yours sincerely,
First Name Last Name, Awesome Landscape Ltd
For and on behalf of the company

John Paul
…………………………………………………..
Signature of contractor
…………………………………………………..
Peter Markovich
…………………………………………………..
Date
SCHEDULES
THE SERVICES
Services means for the purposes of the agreement the performance of work during the
term of this agreement in the course of the company carrying on its business,
commensurate with the contractor’s knowledge and experience, to assist in the delivery
of the following services to the company and the clients of the company:-
(a) provide advice to the clients of the company;
(b) develop and manage, on behalf of the company, relationships with
relevant clients of the company, contractors, workers and suppliers in a
manner consistent with the objectives of the business;
(c) attend on the premises of the company and its clients at such time as is
necessary to deliver the services;
(d) use best endeavours to meet the timetables and/or schedules of the
company and its clients;
(e) provide the company with reports (written and oral) regarding the
provision of the services as may be reasonably required by the company;
(f) use best efforts to further the company’s business; and
(g) all other lawful activities required by the company.
The specific services to be provided include:
Provision and delivery of resoures needed for the fulfillment of the Bluehouse Downs
Townhouse Development project
Installation of the foundations and other parts namely; timber framing, cladding, doors
and windows, and roofing

Advising the project team on any efficient or risk management path.

2.8. Work Breakdown Structure
Create a work breakdown structure for your project. No template has been provided for
this, so you will need to create your own from scratch and upload it as a separate
attachment when you submit this assessment.
At the minimum, it must contain at least twenty (20) tasks over at least three (3) levels.
The WBS must be well presented and give a clear indication of the project’s scope.
 Ensure project management is included in the WBS.
2.9. Resource Requirements
Conduct a resource analysis for your project, using the provided resource requirements
worksheet below, and the WBS you created earlier.
The document must show one (1) contractor hired through the procurement process. The
document must also capture at least one (1) learning and development need, and must be
signed off by at least one (1) higher project authority.
Resource Requirements Worksheet

Prepared by:
Date: 2/03/2019

Work Breakdown Involve Staff Involve
Type of Resource
Structure Quantity Acquisition? Procurement?
Required:
Element (Notes) (Notes)
1. Project Monitoring/implem 2-3 months The project Procurement will

Management entation management will not be involved
entail planning, much, but will be
Specification
budgeting, and mentioned in the
meetings
organizing for the budgeting and
Development of project. planning.
schedule
Planning
Project deliverables
Scoping
Project outline
Closing
2. Design & Enabling tenders 2-3 months This stage will Here,
Tender incorproate the procurement will
Coming up with
necessary be required in
tenders
drawings needed acquisition of
End report to guide the materials for the
Contracting project design team
3. Construction Certification and Enough to Construction is Procurement will

assessment complete the the main stage of be greatly
of whole project the project. It will involved within
Removal
also be the longest this stage as it will
protective layerings
period and will be needed for the
Mobilisation of require adequate materials
contractors materials to required for the
Re-insulation of complete construction
areas process
Installations
Testing and
evaluation
Commencement

Work Breakdown Involve Staff Involve
Type of Resource
Structure Quantity Acquisition? Procurement?
Required:
Element (Notes) (Notes)
4. Post project De-mobilisation of 2 weeks to 1 The final part of Within the last
contractors month the Work element,
Breakdown procurement will
Approval to close
Structure will be needed to make
project
entail the certain that the
Submission of End evaluation and materials are in
stage reports assessment of the alignment with
Asserting fulfillment project the funds and
of deliverables initial plans.
Additional Notes or Comments:

The WBS is meant to breakdown the various sections of the project and how it is to be handled.
Therefore, for the effective fulfillment of the project,the WBS has to be followed keenly with each
element being done effectively.
Submitted to: Project Manager
Name: Sam NG
Title: Project Manager
Date: 3/03/2019
Name:
Title:
Date:
2.10. Effort and Duration of Tasks
Create an effort and duration analysis for your project based on your WBS, using the
provided effort and duration of tasks template.
Guidance:

 The tasks must be taken from the WBS and listed in sequential order. If the
project is broken up into stages, you may group the tasks by stage to make it
clearer.
 Each task needs to be uniquely numbered. You will be using this list in future
parts of this assessment, so having a consistent numbering now will get you
off to a good start.
 Against each task, add the time estimations and calculate the expected times.
 Include times for project management and project administration tasks as
appropriate – remembering project management and project administration
does take time.
 Ensure all eight (8) functions (scope, time, cost quality, human resources,
communications, risk, and procurement) are covered.

Effort and Duration of Tasks Template
Task Effort (hours) Task Duration (days)
Task number Task Description
To Tp Tm Te To Tp Tm Te
TOTAL EFFORT

2.11. Task Dependency Worksheet
Conduct a task dependency analysis for the project you are working on, using the provided
task dependency worksheet template, and the list of project tasks you used in the effort
and duration of tasks exercise.
 Use the same numbering and task descriptions you used in the Effort and
Duration of Tasks exercise.
 Identify the predecessors for each task and list them by number.
 Use the legend below the table to work out the most appropriate predecessor
type for each predecessor. If appropriate add a lag.
 Document any relevant constraints using the legend below the table as a guide.

Task Dependency Worksheet Template
Predecessors (list task numbers) Constraints
Task number Task Description Duration
FS SS FF SF Lag Type Date
Predecessors:
FS = Finish to start – This task commences following the end of the listed tasks.
SS = Start to start – This task starts at the same time as the listed tasks.
FF = Finish to finish – This task finishes at the same time as the listed tasks.
SF – Start to finish – This task finishes at the same time the listed tasks commence.
Lag = number of days between tasks.
Constraint types:
As soon as possible – Finish the task as soon as possible based on the constraints of predecessors. This is the most common selection.
As late as possible – Finish this task as late as possible based on the constraints of later activities.
Finish no earlier than – Finish as soon as possible, but no earlier than the specified date.
Finish no later than – Finish as soon as possible, but not later than the specified date.
Must finish on – Task finishes on the specified date.
Must start on – Task commences on the specified date.
Start no earlier than – Task commences on or after the specified date.
Start no later than – Task commences on or before the specified date.

2.12. Detailed Costing Per Task
Conduct a detailed cost analysis for the project you are working on, using the provided cost
estimating checklist, the costing spreadsheet and the detailed costing per task template.
 Use the same task list and task list numbering that you used in the previous
exercises.
 Use the times calculated from the Effort and Duration of Tasks exercise.
 Assign the correct people to each task. If you don’t know their hourly rates, then
guess.
 Include extra items for contingency funding to allow for unexpected costs of
your project.
 Include costs for project management.
The detailed costing per task template must be communicated to either your project
manager or project sponsor (or other person in your organisation with the authority to
approve project budgets). You must submit this response along with this workbook. Name
this exchange or e-mails or other correspondence budgetapproval.

Detailed Costing per Task Template
Task Time Hourly Labour Procurement Purchases
Task Description TOTAL COST
number Te Who? # rate Cost Description Cost Description Cost
TOTAL Sum Sum Sum Sum Total

Total Total Total

Checklist – Does the detailed costing per task template include: Y/N

OR a separate document provided with your detailed costing
analysis advising approval of the project budget by your
supervisor or client.
o Simulated pathway: Send an e-mail to your project
manager Sam Ng at the email address below requesting
approval of the detailed costing per task template. You will
bluegumbudget@compliantlearningresources.com.au
Save the file as b u dg et a p p ro v a l and submit with your
workbook.

2.13. Project Cashflow Diagram and S Curve
Create a project cashflow diagram and S curve for your project using the provided project
cashflow and S curve template spreadsheet as a guide.
 Get the financial information from the calculations of the last exercise.
 For most projects, working out the cashflow by week would be fine. For some
longer projects monthly or even quarterly divisions are more appropriate.
Once you have created the table, create the project S curve.
You will need to attach the completed spreadsheet/graph separate to this document when
you submit this assessment.
2.14. Gantt Chart
Create a project Gantt chart for the project you are working on, using either MS Project,
another project management software package, or MS Excel. If you are using a program
other than MS Project or MS Excel, provide the completed documentation in a compatible
format for assessment (MS Project, MS Excel, MS Word or PDF).
 The Gantt chart must show the same set of tasks as the in previous exercises.
 The tasks may be grouped into phases as necessary.
 Transfer the information from the previous exercises:
 Effort and Duration of Tasks worksheet.
 Task dependency worksheet.
 Task costing worksheets, including resource allocation.
 Once you have transferred all the information, you should have a Gantt chart
that shows all tasks, durations, task dependencies, costs and resourcing.
 Ensure project management and administration related tasks appear on the
Gantt chart.
 Do not worry about the numbering of the tasks, as these will no doubt be
different to the documents created in previous exercises.
When complete, examine the Gantt chart, and correct any errors or omissions. You will
need to attach them separately to this assessment.

2.15. Detailed Resource Allocation
Conduct a resource allocation for your project, using the provided detailed resource
allocation template below and listing the tasks from the project Gantt chart.
The completed resource allocation must fill ALL of the fields in the Detailed Resource
Allocation Template to be deemed satisfactory.

Detailed Resource Allocation Template
Task Resource Allocation
Task Description
number Who Role # People Skills

2.16. Resource Pool Description
Conduct a resource pool analysis for your project, using the provided resource pool
description template. Make sure you list at least six (6) resources, including the project
manager and at least one (1) external contractor. List at least one (1) resourcing issue and
its resolution on the document.
The resource pool description must be approved by your supervisor or another project
higher authority. The evidence (e.g. exchange of e-mails) file must be called
resourceapproval.
The completed resource pool analysis must contain ALL of the following to be deemed
satisfactory:
Resource Pool Description Template

Prepared by:
Date:
PROJECT PERIODS (Weeks, Months, etc.)
Resource # (Shade in periods of resource availability)

Needed
Resources

Remaining Resource Issues:
The above mentiond resources cover the most important factions within the prokject.
They inlcude the project manager, the suppliers and the external contractors.
Next Steps:
The next step is the evaluation of the communication means among the resources.
Checklist – Does the resource description pool template include: Y/N
2. Signed off by a higher project authority.

OR a separate document provided with your resource
description pool template advising approval by your
manager Sam Ng at the email address below requesting
approval of the resource descripton pool template. You will
bluegumresourcing@compliantlearningresources.com.au
Save the file as resourceapproval and submit with your
workbook.

2.17. Update Other Documents
Go back to the previous documents you have worked on and make any necessary changes
to them so they align exactly with the Gantt chart, resource allocation, and resource pool
description. You will find the task numbering has changed if you have added phases into
the Gantt chart.
The documents you will need to check and update include:
 WBS (from task 2.8)
 Effort and duration of tasks worksheet (from task 2.8)
 Task dependency worksheet (from task 2.9)
 Task costing worksheets (from task 2.10)
2.18. Communications Requirements Analysis
Conduct a communications requirements analysis for your selected project, using the
provided communication requirements analysis worksheet.
This needs to be conducted during the planning stage of the project. If the project has
already commenced, you may conduct it as part of a future change.
The completed communications requirements analysis must contain ALL of the following to
be deemed satisfactory:
Communication Requirements Analysis Worksheet

Prepared by:
Date:

General Area of Optimum How is this communication Decision to
Information Needed,
Communication Information essential to success of implement
and for Whom?
Need Format(s) project? Yes/No
Project
Organisation
Relationships
Stakeholder
Responsibility
Relationships
Sponsor
Relationships
Senior Executive
Relationships
Disciplines,
Departments,
Specialties, etc.
Logistics of Project
Staffing by
Location
External:
Media
External:
Community
External:
Government,
Regulatory
Agencies
Other

2.19. Communications Plan
Create a communications plan for your project, using the provided communications plan
template.
The completed communications plan must contain ALL of the following to be deemed
satisfactory:
Communications Plan Template

Prepared by:
Date:
Communication Description of
Key Timing Issues
Methods to be Used Specific
Stakeholders Stakeholder Key Messages to
(written, one-on-one, Communications (see also Bar Chart, Other
(Distribution Issues Communicate
electronic, meetings, (content, format, Project Schedule)
Schedule)
etc.) level of detail, etc.)
Client
Senior
Management
Sponsor
Project team
members
Employees
Subcontractor
Suppliers
Unions
Government
Agencies
News Media
Community
Other

Checklist – Does the communications plan include: Y/N

o Workplace pathway: Signed by your supervisor or client, OR
a separate document provided with your communications plan
advising approval of the communications plan by your
Sam Ng at the address below requesting approval of the
communications plan. You will receive an automated response.
Use this as your evidence.
bluegumcommunications@compliantlearningresources.com.au
Save the file as commsplanapproval and submit with your
workbook.

2.20. Risk Rating
Evaluate the ratings impact for a risk table for your project. If the ratings accurately reflect
the impacts of the risks, then don’t change it. If you believe any of the values need
modifying, then do so now as you will soon be conducting risk assessments against these
variables.
Use the provided rating impact for a risk template below and compare it with the risk
rating table on the following page.
The completed impact rating table must contain ALL of the following to be deemed
satisfactory:
Rating Impacts for a Risk Template

Project Name: Bluehouse Downs Townhouses Project
Prepared by:
Date:
Evaluating Impact of a Risk on Major Project Objectives

(ordinal scale or cardinal, non-linear scale)
Project Insignificant Minor Moderate Major Catastrophic

Objective .05 .1 .2 .4 .8
Cost Insignificant <5% Cost 5–10% Cost 10–20% Cost >20% Cost
Cost Increase Increase Increase Increase Increase
Schedule Insignificant Schedule Overall Project Overall Project Overall Project

Schedule Slippage <5% Slippage Slippage Schedule Slips
Slippage >20%
Scope Scope Decrease Minor Areas of Major Areas of Scope Project End
Barely Scope Are Scope Are Reduction Item Is
Noticeable Affected Affected Unacceptable to Effectively
the Client Useless
Quality Quality Only Very Quality Quality Project End

Degradation Demanding Reduction Reduction Item Is
Barely Applications Are Requires Client Unacceptable to Effectively
Noticeable Affected Approval the Client Unusable

The impacts on project objectives can be assessed on a scale from Very Low to Very High or on a numerical
scale.
The numerical (cardinal) scale shown here is non-linear, indicating that the organisation wishes specifically
to avoid risks with high and very-high impact.
Risk Rating Table

Level Descriptor Description
V Very High Immediate action required, senior management involvement

necessary now.
H High Action is required in the short term, strategies to treat the risk
must be identified.
M Moderate Responses need to be identified and the risks monitored.
L Low Monitor by routine procedures.
Consequence
Likelihood Insignificant Minor Moderate Major Severe

1 2 3 4 5
A High High Very High Very High Very High

(Almost
certain)
B Moderate High High Very High Very High

(Likely)
C Low Moderate High Very High Very High

(Occasionally)
D Low Low Moderate High Very High

(Unlikely)
E Low Low Moderate High High

(Rare)

2.21. Risk Identification SWOT Analysis
Conduct a SWOT analysis for your project, using the provided risk identification SWOT
analysis template.
You may either conduct the analysis on your project alone or as part of a meeting with your
team. If you are doing it as a team activity, you may nominate someone else to be the
facilitator. However you must be a participant and the person who fills in in the template.
The SWOT analysis must list at least five (5) strengths, five (5) weaknesses, five (5)
opportunities, and five (5) threats.
The completed SWOT analysis must contain ALL of the following to be deemed satisfactory:
Risk Identification – SWOT Analysis Template

Project Name: Bluegum Downs Tonwhouses Project
Prepared by:
Date: 7/04/2019
Project Manager: Sam NG
SWOT Analysis Facilitator:
SWOT Analysis Participants:
SWOT Analysis Recorder:
Date of SWOT Analysis:
Project Strengths: (What potential strengths exist about the project, the project team,
the sponsor, the organisation structure, the client, the project schedule, the project
budget, the product of the project, etc.?)
Well planned layout of operation
Clear and distinct reporting format
Effectvie communication channels
Qualified and experienced staff
Goal and objectvie oriented

Project Weaknesses: (What potential weaknesses exist about the project, the project
team, the sponsor, the organisation structure, the client, the project schedule, the project
budget, the product of the project, etc.?)
The project has a few project managers which may prove to be tedious for them
The project team has only worked together once, causing a lack in team cohesion
Its leadership strategy and organization structure follow a centralized system
Project Opportunities: (What potential opportunities exist in regard to achieving the

project requirements, the product requirements, the project schedule, the project
resources, the project quality, etc.?)
Incorporation of technological foms of organizational advancment to ensure increase
productivity
Chances of saving more money if the scoping of the project is done in-house
There is also the possibility of doing it in less time if the lags are reduced
Project Threats: (What potential threats exist in regard to achieving the project
requirements, the product requirements, the project schedule, the project resources, the
project quality, etc.?)
Weather which may corrode the construction site
Depletion of resources, hindering further advancement of project
Failure to meet the provided timeline because of hiccups within the project
Lack of effective communication channels, hindering progress
Project team members lacking good relations and causing constant conflicts.

2.22. Risk Brainstorming Session
Participate in a risk brainstorming session for your project, using the risk brainstorming
session template.
You may either conduct the brainstorm as an individual activity, or as part of your project
team. If you are doing this as part of a team exercise, you must be the person populating
the template, and you must be actively involved as a participant. Another team member or
manager may take on the facilitator role.
At least ten (10) risks must be identified, of which at least five (5) must be listed from the
threats in the SWOT analysis and three (3) from the weaknesses in the SWOT analysis.
You must have identified at least three (3) of the risks, and you must document yourself as
being responsible for at least two (2) of the risks.
When you have completed the risk brainstorm, you will need to populate the primary risks
field in the scoping statement template.
The completed risk brainstorming report must fill ALL of the fields in the Risk
Brainstorming Session Worksheet to be deemed satisfactory.

Risk Brainstorming Session Worksheet
Prepared by:
Date: 8/04/2019
Session Facilitator:
Title/Position: Project Administrator
Participating Group:
Location:

Initial Risk Revised Risk
Controls to
Proposed Identified Who is
Identified Risk Likelihood be used on Likelihood Revised
Potential Initial Risk Potential Actions by Whom? responsible?
of risk of Risk
Impact Rating Impact
Occurrence Occurrence Rating
Weather which may 3 10 5 Preparing 3 7 4 Covering Project Contractor

corrode the construction the site for the site Adminis s
site any form with trator
of weather covers
through and
protective digging
coverings trenches
to drain
the water
Depletion of resources, 4 10 7 Amount of 3 7 5 Making Project Project
hindering further resources certain Adminis Manager
advancement of project on site that the trator
and in project
store has all
the
required
resource
before it
begins

Controls to
of risk of Risk
Failure to meet the 5 10 8 Time 4 9 6 Using a Project Contractor

provided timeline because taken to time- Adminis s, project
of hiccups within the complete table for trator team,
project each task each step CEO,
Spsonsor
Lack of effective 5 10 8 Communi 5 8 6 Stating Project Project
communication channels, cation clearly Adminis Administra
hindering progress channels the trator tor
channels
of
communi
caiton to
be used
Project team members 6 10 5 Team 4 5 4 Encourag Project Project
lacking good relations and relations ing a Adminis administra
causing constant conflicts. team trator tor
spirit
mentality
The project has a few 7 10 10 Leadershi 5 6 6 Decentral Project Project
project managers which p izing the Adminis manager,
may prove to be tedious structure project trator CEO,
for them leadershi Sponsor
p

Controls to
of risk of Risk
The project team has only 3 6 3 Team 3 5 1 Increasin Project Project

worked together once, relations g team Adminis supervisor
causing a lack in team cohesion trator s
cohesion
Its leadership strategy and 6 10 7 Leadershi 4 6 5 Adopting Project Project
organization structure p a Adminis manager
follow a centralized system approach decentrali trator
zed
system
Failure of machines 4 10 10 Functiona 4 9 9 Constant Project Technical
lity of the servicing Adminis team
machines of the trator
machines
Pollution 7 10 10 Waste 6 10 10 Ensuring Project Project
dispossal that the adminis team
waste is trator
dispossed
in the
right
place

Controls to
of risk of Risk

Checklist – Does the risk brainstorming session tool include: Y/N

o Workplace pathway: Exchange of e-mails or similar
indicating your invitation or feedback from fellow
participants demonstrating they have been involved in the
risk brainstorming session.
manager Sam Ng at the address below for input into your risk
brainstorming session. You will receive an automated
response. Use this as your evidence, and include the risks he
suggests into the risk brainstorm.
bluegumrisks@compliantlearningresources.com.au
Save the file as riskcorrespondence and submit with your
workbook.

2.23. Risk Response Plan
Conduct a risk response plan for one (1) of the risks identified in the risk brainstorming
session document, using the provided risk response plan template.
Provide at least two (2) agreed responses as solutions for dealing with the risk.
The completed risk response plan must contain ALL of the following to be deemed
satisfactory:
Risk Response Plan Template

Prepared by:
Date: 8/4/2019
Description of Risk Identified:
Failure of construction machines. At times, the machines may fail, which may impact
the operation of the project or even halt it. In this case, failure of any machine can mean
an extension of the timeline or even putting the project on hold
Person(s) Responsible: 1 - technical team
Results from Risk Analysis:

The risk can be catastrophic to the project in general. As indicates, some of the resluts
include; extension of the timeline, injuries to the project team, and construction of
subpar structures.

Agreed Responses (avoidance, transference, mitigation, acceptance):
Response #1
One of the responses would be to come up with a backup system that is always on
hold in the event that one machine breaks down.
Response #2
Additionally, another response mechanism is to make certain that the machines
are services on a weekly basis or after they are done working.
Response #3
Residual Risk Level:

10
Action Steps:
Assessing the part that has been affected
Calling in the technical team to fix it during off-hours to prevent any impact on the
project
Once it is back, getting back to operations.
Budget & Time for Response:

The budget will depend on the machine and may vary on the part that has broken down.
Contingency/Fallback Plans:
The project manager, or the contractors can find a replacement machine to operate for
instance hiring or buying one.

3. IMPLEMENTATION/MONITORING STAGE
Introduction for students doing the workplace project.
Once you have completed the planning of your project, you are ready to start implementing
it. As part of the execution of the project, you will need to monitor it. These tasks relate to
monitoring your project as it progresses.
Complete the following tasks as your project progresses.
Introduction for students using the townhouse development simulation
If you are using the simulated project, refer to the linked documentation. These documents
come from a time when the project was underway. Although it took off to a good start, a
few issues came up.
Refer to the documents in Part 3 at the following linked page. You may also wish to review
the documents in Parts 1 to 2. Click on the logo to visit the website:
Login: learner
Password: studyhard

3.1. Communications Log
Complete the log below of the communication between yourself and your team members
and other stakeholders. It is not necessary to log every communication throughout the
entire duration of your project. You may keep a log for, say, two (2) weeks, provided it
covers all the points in the checklist below.
Guidance: The communication log must include all communications with the team
collectively, communications with individual members of the team, and
communications with other stakeholders.
If you are doing the simulated pathway, you may either:
1. Keep a communications log with the team members you are
currently working with in your workplace, or
2. Keep a log of the communications you have been doing as you collect
each simulation e-mail. Where there are gaps in the checklist, you
may simulate two (2) team meetings by roleplaying a team meeting
with two (2) or more friends or colleagues.
Checklist – Does the team communication log include: Y/N

1. The log shows you have liaised wth other members of the project Y
team.
2. At least two (2) of the log entries must cover the discussion of a scope Y
managmement issue/challenge.
3. The log must show communication with all parties in the stakeholder Y
management plan (part 2.2. of this workbook) using the methods
outlined in the stakeholder management plan.
4. At least one (1) log entry must be regarding advising others of Y
performance issues (should be done as part of the performance review
in a future task).
5. The log entries must show communication with different stakeholders Y
(project team, contractors, project manager, etc.).
6. At least one (1) entry must cover a conflict you have resolved. Y
7. At least one (1) log entry must cover the seeing of the views and Y
opinions of team members during the planning and implementation
of a task.
8. At least one (1) log entry must cover the promotion of coorperation in Y
the project team.
9. The communications must show different stakeholders engaging each Y
other.
10. The communications show the team is motivated to achieve tasks (e.g. Y
one communication is allocating tasks, and a subsequent
communication showing the tasks have been completed).

Checklist – Does the team communication log include: Y/N
11. The log shows a variety of communiation methods have been used Y
(meetings, e-mails, etc.) showing the styles and methods used are
appropriate to the organisation.
12. The log must show the communications have been done in a logical Y
order (e.g. meeting minutes).
13. The log must show at least three (3) instances where you have sought Y
feedback on the nature and quality of work relationships, and you
have used this feedback as the basis for your own improvement and
development.
14. The log must show at least one (1) instance where you have discussed Y
the contract performance with a contractor.
15. The log must show at least two (2) instances where you have sought Y
advice from higher authorities (e.g. project manager).
16. The log must show at least one (1) instance where you contributed to Y
the risk management of the project.
17. The log must be signed off by at least two (2) project team members Y
(e.g through exchange of e-mails).
o Workplace pathway: Signed off by two (2) of your
stakeholders (e.g. sponsor, project manager, project team
members).
o Simulated pathway: Signed off by two (2) team
members, supervisor, colleagues or friends who have
participated in your project team meetings and/or role
plays.
The files used for the sign-off should be called comlogsignoff1
and comlogsignoff2.

Type of
communication
Roles of
Date (meeting, Participants Points covered/discussed Outcome
participants
phone call,
etc.)
22/2/2019 Meeting CEO, Sponsor, & Discussing the Funds, Start dates, and what is required Minutes and reports
Project Manager details of the
project
5/4/2019 Meeting Project Team Getting to know Job positions of every participant Familiarity and enhancment of
each other relations within the project
6/5/2019 Phone Call Project manager Decision making Details of the project Clarity and getting to know each
& Project other
administrator
7/4/2019 Meeting C.E.O and project Discussing key Progress of the planning process Better undersrstanding of the
manager decisions about the project as a while
project
09/09/2019 Email Project contribution to the Minor changes of some specific details Better clarity of the project scope
administrator and project about the project and deliverables
the project team
4/11/2019 Email CEO, Sponsor, Key decision Progress report of the project Updates and progress of the
Project Manager makers within the project planning.
project
20/6/2019 Meeting Suppliers and Representing the Discussion about the supplying of Memorandum of understanding
Procurement various products that were essential for the as to how the supplies were to be
organizations. project delivered
10/2/2019 Meeting Legislation and Representation of Leases, and transfering of property to Legal operation of the
project manager the legal Awesome Limited construction project.
framework.
5/01/2020 Phone call Project Overseeing the Monthly project planning and progress Clarity and understnading of the
Administrator project progress discussion achievement of the project
and Project deliverables.
Manager
13/07/2019 Email Suppliers, Procuring of the Resource delivery and dates Presentation of the significance
Procurement necessities for the resources required for the project
project

Type of
communication
Roles of
participants
phone call,
etc.)
05/02/2020 Meeting project team Main players in the Progress of the project in relation to the Understanding of the project
Progess of the deadline and timelines provided scope in relation to the project
project deliverables and achievements.
7/03/2020 Phone call Project Manager Making certain that Delivery and nature of the resources that Making certain the resources were
and Suppliers the resources meet were being delivered to the project available for the project.
the needs of the
project as a whole
05/08/2020 Meeting Project team Responsible for the Project updates Better clarity of the progress of
project outcome Timelines and deadlines the project.
Resources
6/09/2019 Meeting Contractors and Overseeing the Updating about the resources Better presentation and
Project Manager project and the Discussion on amount of resources understanding of what it will take
resources required delivered to complete the project
to complete the
project
11/09/2020 Meeting Sponsor, Project Key decision Discussion on the steps to be taken Increasing the chances of a
Manager, CEO makers of the during the wet summer successful completion of the
project Discussion of the exclusions project
12/12/2020 Phone call Site managers and Overseeing the Project progress Better overview of the progress of
Project Manager operations within Availability of resources the project and aligning
the project operations to the project scope.
Reports and communication within the
Making important project
decisions that
might impact the
project

Type of
communication
Roles of
participants
phone call,
etc.)

Type of
communication
Roles of
participants
phone call,
etc.)

Type of
communication
Roles of
participants
phone call,
etc.)

3.2. Quality Analysis
Conduct a quality analysis for your project, using the provided quality analysis tool template.
Note the analysis must include:
 The analysis of at least fifteen (15) of the tasks listed in your Gantt chart
 At least one (1) task being scope related
 At least one (1) task being quality related
 At least one (1) task covering the testing and acceptance of supplies used for the
project (e.g. raw materials, software, etc.)
 At least one (1) task covering the effectiveness of contracting and procurement
activities
 A set of standards that you can use to realistically determine the quality of your
project outcomes and processes
 Specific and measurable standards that will allow you to conduct an objective
evaluation of project performance
 Solutions in eliminating potential causes of unsatisfactory performance of
processes and products
 An indication of the part of the project life cycle applicable to the task
Once you have created your quality analysis tool, go back to the scope statement and make
any revisions to the quality measures field based on this information.

Practical Assessment Checklist
Not
Description Satisfactory
Satisfactory
Mapping: BSBPMG411 PE2 PC1.1 PC1.2 PC1.3 PC1.4, BSBPMG413 PE3
1. The quality analysis tool has been correctly filled

in, recommending ways to eliminate causes of
unsatisfactory performance of processes and
products. Tests analysis and problem solving.
2. The content in the tool is succinct and free of

grammatical or spelling errors.
3. The recorded standards show a good level of

attention to detail.
4. The listed quality standards seem appropriate for

the nature of the project.
5. The standards are measurable to enable an

objective evaluation of project performance.
Standards must not be vague.
6. At least fifteen tasks have been documented in the

quality analysis tool.
7. At least one (1) of the tasks must be scope-related.
8. At least one (1) of the tasks must be quality related.
9. At least one (1) of the tasks must cover the testing

and acceptance of supplies for the project.
10. At least one (1) of the tasks must cover the

effectiveness of contracting and procurement
activities.

Quality Analysis Tool Template
Task People Process Product/Service Strategy
PM Standard
(From WBS) Standard Standard Standard (Action Plan)
iSpecification 6 7 7 9 6
meetings
Project outline 6 5 8 8 5
Development 4 6 5 5 7
of schedule
Scoping 5 7 6 5 6
Planning 6 8 8 9 10
Coming up 7 3 5 7 7
with tenders
Enabling 4 4 7 8 6
tenders
Mobilisation of 6 5 8 10 6
contractors
Certification 6 4 6 8 7
and
assessment
Re-insulation 8 6 7 9 7
of areas
Asserting 6 6 5 8 4
fulfillment of
deliverables
Submission of 5 3 5 6 6
End stage
reports
De- 7 6 8 9 5
mobilisation of
contractors
Approval to 7 6 9 10 8
close project
Contracting 9 7 6 7 9

Task People Process Product/Service Strategy
PM Standard
(From WBS) Standard Standard Standard (Action Plan)

3.3. Quality Audit
Conduct a quality audit for the project you are working on, using the provided quality audit
template. You may need to conduct several audits depending on the nature of your project.
If you are working from the townhouse development scenario, refer to the meeting
minutes of 26/09/20xx regarding the quality audit of the doors and windows.
 Ensure the nature of the audit is consistent with the content in the quality
analysis tool.
 Document at least three (3) recommendations as a result of the audit.
 The audit must cover the following:
 Maintenance of relevant project logs and registers.
 The review of project cost management outcomes.
 Review of contingency plans.
Quality Audit Template

Prepared by:
Date: 31/09/2019
Project Manager: Sam NG
Project Phase:
Overall Project Status: In progress
Implementation
Audit Date: 26/09/2019 Audit Number: 001 Audit Leader:
Audit Team:
Goal(s) of This Specific Audit:

Examine Financial Statements
Make Recommendations
Effective valuation or Allocation
Ensuring presentation and Disclosure
Audit of Management of Project:

1. Assure Quality of Products and Assessment: The Comment: The quality of the
Services project audit acts as a project has been upheld upto this
quality assurance stage and the deliverables are on
instrument. It will track so far.
scrutinize the project
life cycle system by
evaluating the
deliverables produced
during various phases
of the project from the
design phase all the
way to the
implementation
phase.
2. Identification of the business Assessment: It is Comment: The budget, time

risk essential to identify scope and quality of the project
the business risk as are being upheld greatly.
there is money being
put into the project.
3. Assure Quality of Project Assessment: The Comment: In this case, the

Management assessment of quality project standards can be argued
of the project to be quality based and on track.
evaluates the project
stadnards and the
poliies and processes
being followed
4. Enhancement of project Assessment: Comment: The project life cycle

performance Auditing the project was a greatly discusses aspect
will assess the project within the project meetings.
performance in Making the whole instance very
regards to the project effective.
life cycle.
5. Providing a learning Assessment: The Comment: So far, the project

environment. audit will make can be arued to be focused on
certain that the providing an effective and
project team and productive environment.
everyone involved are
learning.

Overall Assessment of Management of Project:
The project is focused on a successful completion, which means that it is on track so far. It is
focused on the realization of the presented results, making it very detailed and concerned about
the specifics.
Recommended Action(s)/Lessons Learned Regarding Management of the Project:
The lessons learnt within this audit is that each part of the project is dependent on each
other. Every party involed has to play their role to make certain that they fulfill the project
successfully.

Audit of the Product of the Project:
1. Quality of the product Assessment: Quality Comment: The quality of the

is an important products was realized through
characteristic of a effective implementation of the
product. It ensures that necessary standards
the project maintains
certain standards
2. Timeliness Assessment: Whether Comment: The products were

the products were delivered before the project began
delivered on time or not
3. Appropriateness Assessment: The Comment: They were assessed

products have to fit the based on the specific location or
need place that they are needed for.
4. Implementation Assessment: How are Comment: Most of the products

the products were self-learning and as such,
implemented or is there making the whole process easier.
need for additional
assistance
5. Configuration Assessment: The Comment: Most of the products are

characteristic assess the easily implemented and easy to
feasibility of the configure as well. Additionally, the
product to be project has qualified personnel to
implemented. handle the products
Overall Assessment about the Product of the Project:
Based on the product audut, the project is good to proceed on to the implementation phase where most of
the physical work will occur. The construction in this case will be done within this phase, making it very
important in general.
Recommended Action(s)/Lessons Learned Regarding the Product of the Project:
The lesson learnt in this case is that the products ought to fit the need that they are set for
or else, this may hinder the whole process or project.
Additional Audit Comments:
1. There should be a back up plan in the event a product fails or breaks
2. A good risk management plan also ought to be in place
3. Educating the public of the project is also important in this case.

Audit Report Submitted To: Sam NG Date: 27/09/2019

Checklist – Does the audit report include: Y/N
2. Submitted to a higher project authority. Y

OR a separate document provided with your audit report
advising receipt by your supervisor or client.
manager Sam Ng submitting a copy of the audit report at the
address below. You will receive an automated response
confirming receipt. Use this as your evidence.
bluegumaudit@compliantlearningresources.com.au
Save the file as auditsubmission and submit with your
workbook

3.4. Issues Register
Create and populate an issues register for your project, using the provided issues register
template below.
 The issues register must have at least twenty (20) issues.
 At least eight (8) of these issues must be closed (and fully resolved) at the time
you hand in this assessment.
 All issues must be specific to the project.
 At least one (1) issue must be scope related.
 At least two (2) issues must be time related, of which at least one (1) is closed
and resolved.
 At least two (2) issues must be cost related, of which at least one (1) is closed
and resolved.
 At least one (1) issue must be quality related.
 At least two (2) issues must be HR related, of which one (1) involves a problem
with the project stakeholders that has been closed and resolved.
 At least two (2) issues are communications related, of which one (1) is closed
and resolved by a higher project authority.
 At least two (2) issues are risk related, of which one (1) has been closed and
resolved either by you, or by a higher authority.
 At least two (2) issues are procurement related, one (1) of which is closed and
resolved.
 At least one (1) resolved issue involves the testing and acceptance of supplies
used in the project.
 Each issue must have a number or other unique identifier.
 Each issue must identify the person who raised it.
 Each issue must have a status. At a minimum, you must include the statuses
“Open” and “Closed”. You may include other statuses if appropriate.
 The nature of the actions needs to be consistent with the quality analysis tool.

Issues Register Template
Issue Date/time Status
Description Who raised Action History
# raised open/closed
1 30/09/201 Electricity Bill Project Need to pay the electricity bill Closed
9 Supervisor
2 02/10/201 Checking machines Project Whether the machines were fit to Closed
9 Supervisor handle the tasks ahead
3 02/10/201 Repair and maintainance of machines Project Whether the machines were fit to Closed
9 Supervisor handle the tasks ahead
4 4/10/2019 Worker safety HR The safety within the workspace to Closed

avoid any lawsuits or injuries
5 10/10/201 Working hours and overtime HR What time the employees would be Open
9 working and whether there would
be any overtime
6 12/10/201 Distribution of work HR Job allocation within the workplace Open

9 to maximize on output
7 12/10/201 Availability of resources Project This was linked to the availability of Closed
9 Supervisor the resources to meet the project's
requirements.

Issue Date/time Status
Description Who raised Action History
# raised open/closed
8 15/10/2019 Number of workers needed HR The HR was concerned about the closed
manpower and whether they will meet the
needs of the project
9 17/10/2019 Impact on the community Community The community was afraid that the project Open
would cause some pollution
10 13/11/2019 Legal concerns Project Supervisor This was more linked to the work and the Closed
land
11 17/11/2019 Employment for the surrounding community Union The project creating job opportunities for Open
the surrounding community
12 30/11/2019 Electrcity bill Project supervisor Electricity bill for the month ended CLosed
13 5/12/2019 Water Project Team Availability of driknig and construction Open

water

3.5. Performance Review
Conduct a performance review with one (1) of your project team members. You will need
to use the performance review templates used in your organisation, or use the supplied
“KPI Performance Review template”.
The performance review must highlight the team member’s strong points, as well as at
least one (1) point for improvement that requires training.
If you are following the simulated pathway, you may either:
1. Complete the performance review with a colleague at your own workplace, or
2. Role play the performance review with a friend. You are reviewing your friend on
their work role in a project.
Checklist – Does the Performance Review include: Y/N

1. The performance review must be done on a project team member.. Y
2. The performance review must be done against the team member’s Y
assigned roles and responsibilities.
3. The performance review must identify at least one (1) area for Y
improvement.

Team Member Performance Review
Name:
Job Title: Project Supervisor
Review completed by:
Actions to overcome
Description of
Criteria/KPI shortfalls in Development needs
performance
performance
Satisfaction rate The team members Increase motivation Focus on increasing

fufillment of the job the satisfaction rate
position of employees
Turnover Comfortability of the Ensure job security Succession planning
team member with
their position
Response to open How active the Training and Training and
issues supervisor is to development development
handle certain tasks.
Achievement of goals Does the team Training and Rewards
member have goals developmen
and objectives
Motivation What drives the Focusing on both Introducing rewards
team member to intrinsic and extrinsic
operate within the motivation
project
Task completion rate How often does the Increase motivation Enforcing rewards
team member fulfill and recognitions
the tasks allocated
to him

3.6. Contractor Review
Conduct a performance review with one (1) of your project contractors. You will need to
use the performance review templates used in your organisation, or use the supplied “KPI
Performance Review template”.
The performance review must be done against their contract schedules and must highlight
the contractors strong points, as well as at least one (1) point for improvement that
requires training.
If you are following the simulated pathway, you may either:
1. Complete the performance review with a contractor at your own workplace, or
2. Role play the performance review with a friend. You are reviewing your friend on
their contractor role in a project.
Checklist – Does the Contractor Review include: Y/N

1. The contractor review must involve the testing and acceptance of Y
supplies they have provided as part of the contract.
2. The review must measure against the schedules of the contract or Y
items listed on the purchase order.

Contractor Performance Review
Name:
Job Title: Contractor
Review completed by:
Actions to overcome
Description of
Criteria/KPI shortfalls in Development needs
performance
performance
Satisfaction rate The team members Increase motivation Focus on increasing

fufillment of the the satisfaction rate
job position
Task completion rate How often does the Increase motivation Enforcing rewards
contractor fulfill and recognitions
the tasks allocated
to him
Motivation What drives the Focusing on both Introducing rewards

team member to intrinsic and
operate within the extrinsic motivation
project
Response to open How active the Training and Training and

issues supervisor is to development development
handle certain
tasks.
Adherence to set Evaluating the Focusing on clarity Utilizing clearly

pathway obedience of the explained
contractor instruction and a
method of
communication
Timeliness Whether the Using time-based Educating about

contractor delivers objectives time keeping
on time

3.7. Training Needs Analysis
In one (1) of the performance reviews above, you will have identified areas where
additional training is required. Complete a training needs analysis for this team member
or contractor.
Checklist – Does the Training Needs Analysis include: Y/N

1. The training needs analysis must include an area for improvement in Y
the performance review of one (1) of the two previous tasks.
2. The training needs analysis needs to be a specific plan that will Y
address the area for improvement.

Training Needs Analysis
Name:
Job Title: Project Supervisor
TNA completed by:
Training How will this be

Required? If yes, what training achieved? (E.g. on When will training
Criteria/KPI
needs exist? the job, external be provided?
Y / N training – who?)
Skills N
Competency N
Motivation N
Decision making N
Timeliness N
Completion rate Y Training on the On the job by the The training

significance of project manager will be
completing taks provided while
early the job is still
in progress
Conflict resolution N

3.8. Project Risk Review
Conduct a review on the risk covered in the risk response plan, along with at least three
(3) of the other risks listed in the brainstorming session document using the provided
project risk review matrix template.
Note that the content of the risk review is going to be included in the change request and
project status report you will be doing later. With that in mind, mention the information
will be populated into these in the additional notes section at the bottom of the document.
At least one (1) risk being reviewed must involve a contingency that has needed to be
implemented as part of the project to date.
The completed risk review must contain ALL of the following to be deemed satisfactory:
Project Risk Review Matrix

Prepared by:
Date: 30/09/2019
Meeting Date:
Purpose of Meeting:

CHANGES IN RISK FACTORS: Notes
Identified Risk Changes in Changes in Changes in Changes in

Probability Of Priority Ownership/ Needed Response
Occurrence Responsibility
The
responsibility
Preparing for the
Still a great has not
Wet summer Unknown weather more
concern changed as it
strategically
impacts the
whole project
Finding a way to
Completion after ensure that the
the stipulated Most likely to A great No change in weather does not
time because of happen concern ownership impact the
the weather progress of the
project
Additional Notes/Comments/Agreements/Next Steps:
In this case, the two identified risks will play a great role in how the project is handled as
they both have a great impact on its progress. Therefore, there risk has to be reduced in any
way possible to avoid disruptions of the project

4. PROJECT CHANGE MANAGEMENT

At some stage in your project, you will experience changes no matter how well you and
your project manager planned it during the planning stage.
If you are using a workplace project, commence the following tasks when you have reached
a stage where you need to incorporate a change to the project that meets the following
criteria:
1. There has been at least one (1) change to the scope of the project.
2. There has been at least one (1) change to the duration of tasks (or the entire project)
in your project.
3. There have been changes to the cost of the project.
4. There have been changes to the quality of the project, or the processes for
measuring quality.
5. There are other changes captured by your issues register.


If you are working through the simulated workplace project (Townhouse development),
then open the following attachments. These contain details of a few proposed changes to
the project. You will need to capture all the details in the following activities.
Login: learner
Password: studyhard
Note that the meeting minutes from a previous meeting in part 3 contains information you
will need to populate into the change request.

4.1. Project Change Request
Create a change request for your project, using the provided change request template
below.
The following needs to be captured on your change request. If appropriate, you may submit
two or more change requests that, between them, capture all of the following:
 At least one (1) change to the scope of the project
 The addressing of at least one (1) quality issue
 At least one (1) change has been made to the time of the project (task duration,
etc.)
 Include the cost-related issue you documented in the issues register. If this does
not vary the overall costing of the project, add a cost variation to the change
request.
 Include other relevant issues from the issues register that has resulted in a
change to any of the eight (8) functions.
 At least one (1) project higher authority (project manager, client, etc.) has signed
off on the change request
The completed change request must contain ALL of the following to be deemed satisfactory:
Project Change Request Template

Prepared by:
Date:
Type of change:
Scope Time Cost Quality
x Communications Resources Risk Procurement
Areas impacted:
x Scope Time Cost x Quality
x Communications Resources Risk x Procurement
Changes to Supporting Detail? (explain):
The change being implemented is the introduction of a project based email system. This will see the use of an
email network with the domain name of the project to ensure effective communication is realized.

Description of Changes being made:
1. Implementation of a more focused communication system
Risk Issues Prompting Changes: Lack of effective communication

Corrective Action: Use of an email that is connected to every project member
2. Installation of mobile email applications
Risk Issues Prompting Changes: Failure to receive the emails

Corrective Action: The communications will be accessible from anywhere
3. Assigning emails to evey project members
Risk Issues Prompting Changes: Avoding the emails sent to the local emails going to spam
Corrective Action: Providing the project members with emails
4.
Risk Issues Prompting Changes:

Corrective Action:
5.

Corrective Action:
6.

Corrective Action:
7.

Corrective Action:
8.

Corrective Action:
Stakeholders being notified:
Name/Title: Signature: Date:
Project Manager
Name/Title: CEO Signature: Date:

Checklist – Does the change request include: Y/N
2. Approved by a higher project authority. Y

OR a separate document provided with your change request
advising approval of the change request by your supervisor
or client.
o Simulated pathway: Send an e-mail to the director Kim
Nguyen submitting a copy of the change request at the
address below requesting approval. You will receive an
automated response. Use this as your evidence.
bluegumchange@compliantlearningresources.com.au
Save the file as changeapproval and submit with your
workbook.

4.2. Issues Register
Review your issues register (task 3.4) against the change request. If the change request has
introduced any new issues, then document these on the issues register.
 Do not delete any risks you are removing. Instead cross them out using the
strike-through format in Word.
 Highlight the changes and additions to risk in your register using the highlighter
function in Word.
4.3. WBS
The scope of your project will have changed due to the change request. Go back to your
WBS from task 2.8 and capture the scope related changes.
 Do not delete any changes or removal of scope. Instead cross it out using the
strike-through format in Word.
 Highlight the changes and additions to scope in your WBS using the highlighter
function in Word.
The changed WBS including the changes is the one (1) you will need to hand in with your
assessment.

4.4. Effort and Duration of Tasks
Some of the times in your project will have changed due to the change requests. You will
therefore need to update the effort and duration of tasks document you created earlier in
task 2.10.
 Use the same formatting for additions and deletions used in the updated WBS.
 Firstly evaluate the task list against the updated WBS and change request, and
add or remove any tasks as appropriate.
 Modify any changed times in the table to match those captured in the change
request document.
 Ensure the totals of both the original table, and the total once the change request
has been applied is visible at the bottom of the document.
4.5. Task Dependency Worksheet
Repeat for the task dependency worksheet you created in task 2.11. You may need to
modify the task list, the task numbering, and some of the dependencies.
4.6. Costing Template and Detailed Costing Per Task
Repeat for the costing templates created in task 2.12, keeping in mind some of the costs
will have changed as a result of the change request.

4.7. Project Cashflow and S Curve
Incorporate the changes in cashflow in the project cashflow and S curve in task 2.13. The
S curve you submit must show both the original curve, and the new curve, as a result of
the changes from the change request.
4.8. Gantt Chart and Network Diagram
Open your original Gantt chart created in task 2.14, and set a baseline before altering any
of the data.
Once your baseline has been set, make the modifications from the documents you have
changed as a result of the change request. Notice the differences from the baseline.
Check the documents again to ensure the task numbering is still consistent with the Gantt
chart.
These are all ready now to hand in as part of your assessment. As part of the
communications process, the Gantt chart and network diagram need to be provided to
stakeholders who do not have access to project management software. To facilitate this,
you will need to print your Gantt chart and network diagram to PDF format.
4.9. Communications Documentation
Open the original communications worksheets you created in Tasks 2.18 and 2.19, and
modify them where needed to take into account any changes in the communications
processes from the change request.

5. PROJECT REPORTING

As you work through the project, dealing with the issues and the changes, you need to
report the project to key stakeholders.
This section covers reporting on a project’s status. Once you have completed the change
request processes (all the previous tasks), you will need to provide a status report.

If you are using the simulated project, refer to the linked documentation below. This
contains the minutes of a meeting following the change control process.
Ricky has only just commenced with the company and is still trying to get his head around
the project. He has therefore put you in charge of preparing the project status report.
You will need to analyse the attachment along with all the previous documentation and
tasks to give you the information you need to create a status report and reflect on the
project to date in the lessons learnt documentation template.
Refer to the “Part 5” documents in the Awesome Landscapes website. You will also need
to review the “Parts 1-4” documents. Click on the logo to visit the website:
Login: learner
Password: studyhard

5.1. Project Status Report
Conduct a status report for the project you are working on, using the provided status report
template.
The status report must include the status of the following:

 The project scope, including at least one (1) scope related non-compliance.
 The project schedule, including at least one (1) issue, along with the change from
the change request.
 The project costs, including at least one (1) issue and the change from the change
request.
 The project quality, reporting at least one (1) issue.
 The project communications, reporting at least one (1) issue.
 The project HR, including at least one (1) issue where conflict or an HR
performance issue has arisen and been resolved.
 The project procurement, including at least one (1) issue resulting from a
contract or other procurement.
 The project risk, including any other issues from the project risk documentation
you have completed earlier, that hasn’t been captured in the above.
 Any other changes from the change request not already captured above.
The completed report needs to be signed off by a higher project authority.

The completed status report must contain ALL of the following to be deemed satisfactory:
Project Status Report Template

Prepared by:
Date:
Status of Project Relative to Project Objectives:
Scope (On scope? If off scope, how serious?):
All the information required for the commencement of the project is well presented. It has mainly
been gathered and arranged in regards to its importance such as costs, land, time, and budget among
others.
Schedule (On schedule? Ahead or behind by how much, etc.):

The schedule can be seen to be quite on time, considering the mitigation of the laging period and the
distribution of tasks based on specific timelines.
Cost (On budget? Under or over by how much, etc.):

The budget is also on point. There has been no under or over budgeting so far, meaning that the
progress of the project is great so far.
Quality:
When it came to hiring the contractors and acquiring the resources, the project team only went after
the best. This means that the quality of the construction has been maintained so far.
Communications:
E-mails are the most used form of communication, making it more effectvie and timely.

HR:
Every employee within the site is accounted and managed through the HR department. It is overseen
by a a number of qualified personnel, making the progress seamless and smooth.
Risk:
So far, the only risk that might appear to be of devastating effect is the wet summer that is dur later
in the year. However, it is also being delt with, meaning that the risks on the project are minimized.
Procurement:
The procurement process began prior to the start of the project; meaning that any lack of a resource
will be handled without much pressure. However, when starting the progress, the procurement was
done of all the required resources to avoid any budget altering.
Progress Report: (what is completed, what is in process, key changes made, when and why, etc.)
So far, the foundation has been completed as it was the first section to begin with. In all the 102
townhouses, the foundation has been laid and the project can focus more on other parts. I believe
that the step by step completion makes the work easier in this case and move faster
Forecasting: (estimate of future project status and progress)

With the current pace, it is fair to say that the project might be done a month or two before schedule. This will
include the completion of all the townhouses and their interior designs. This will be a good pace as it will also
create room for other projects within the company.
Other issues or comments:

There is only one issue that needs addressing.

Issue: Who Will Address:
Where the construction waste will be taken. The project manager will address this and
supervise it acordingly.
Project Report Submitted to:

Name: Title: Date:

Checklist – Does the status report include: Y/N

o Workplace pathway: Acknowlegement of receipt by a
higher authority (e.g. project sponsor, supervisor, manager).
o Simulated pathway: Send an e-mail to your director Kim
Nguyen submitting a copy of the status report at the address
below. You will receive an automated response confirming
receipt. Use this as your evidence.
bluegumstatus@compliantlearningresources.com.au
Save the file as statusreportreceipt and submit with your
workbook.

6. PROJECT CLOSING

At some point a project will close. When a project ends you will need to wrap it up
completing any closing administration.
This section covers the closing of the project, the wrapping up, reflecting on lessons learnt
and producing a final report.

The project has now completed. All tasks were delivered as per the meeting minutes in the
documentation below.
Ricky has asked you to review all the documentation in the project and peform the
administrative closure of the project.
Login: learner
Password: studyhard

6.1. Procurement finalising
Conduct a review of one (1) contractor who has completed all the tasks of a project and
evaluate their effectiveness using the template below. This includes:
 Completion of contract
 Completion of financial obligations
 Writing a review of the contractor
The completed report must contain ALL of the following to be deemed satisfactory:
Prepared by:
Date:
Completion of project deliverables:
The contractor managed to fulfill their presented tasks, making certain that the project
deliverables on their side were fulfilled
Completion of financial obligations:

After the completion of the project, the finanical obligation, as agreed by the contractor
and the project manager comes to an end. In the case of the presented contractor, this
came to an end after the fulfillment of the project.
Review of the contractor’s performance:

A contractor who completes the work on time, and makes certain that the project
deliverables are achieved is one whose performacne is above average.

6.2. Lessons Learnt
During your project, you will have learnt a lot about how things can be done better. This
information would largely be captured in your issues register.
Populate at least seven (7) lessons learned templates from the data from the issues register
and the audit templates you completed earlier. You may either use the provided template,
or if you already have a system in place in your workplace, you are welcome to use that so
long as you can extract a Word, Excel, or PDF document from it containing lessons
relevant to your project only.
 At least one (1) template must cover a time related lesson learnt
 At least one (1) template must cover a cost related lesson learnt
 At least one (1) template must cover a quality (continuous improvement) related
lesson learnt
 At least one (1) template must cover a HR related lesson learnt
 At least one (1) template must cover a communications related lesson learnt
 At least one (1) template must cover a risk related lesson learnt
 At least one (1) template must cover a procurement related lesson learnt
The completed Lessons Learned Document report must contain ALL of the following to be
deemed satisfactory:
Lessons Learned Documentation Template (eight (8)

required)
Prepared by:
Date:
Lesson Learned Number:
Lesson Learned Proposed Name:
Project Team Role:
Process Group:* Initiating x Planning Executing Controlling Closing
Specific Project Management Process Being Used:
The project management process being covered is the integration
Specific Practice, Tool or Technique Being Used:

Excel

What was the action undertaken?
Planning for the project.
What was the result?

Project went on smoothly, in regards to the expected outcome and objectives
What might have been a more preferred result?

Realization of effctive results within a given timeline at a certain cost-sensitive approach
What might have created the more preferred result?

Using a more project-management centered tool
What is the specific Lesson Learned?

For better results, one should focus on using tools that are more productive
How could one identify a similar situation in the future?

Looking at what is expected and evaluating the best tool that can be used in such a
scenario.
What behaviour is recommended for the future?
Being keen and precise about the question.
Where and how can this knowledge be used later in this current project?
Within the closing stages where it will help sum up everything into perspective
Where and how can this knowledge be used in a future project?

The knowledge can be used in a number of areas including planning in future projects.
Who should be informed about this Lesson Learned: (check one)
Executive(s) X Project Manager(s) Project Team(s) All Staff

Other:
How should this Lesson Learned be disseminated? (check all that apply)
e-mail X Intranet/Web site Tip Sheet/FAQ Library

Other:

Checklist – Does the lessons learnt documentation include: Y/N
3. Eight (8) separate documents filled in. Y
4. Communicated to a higher project authority. Y

o Workplace pathway: E-mail confirming receipt of the
lessons learnt documents by your supervisor, project
sponsor or other higher project authority.
manager Ricky Hinds submitting a copy of the lessons learnt
documentation at the address below. You will receive an
automated response confirming receipt. Use this as your
evidence.
bluegumlessons@compliantlearningresources.com.au
Save the file as lessonsreceipt and submit with your
workbook.

6.3. Final Report
Congratulations! You’re almost there…

Your final exercise in this assessment is to write a final report for a project.
Complete the report template below covering the closing of a project you have been
involved with finalising.
The completed final report must contain ALL of the following to be deemed satisfactory:
Project Completion Report

Prepared by:
Date: 05/01/2020
Project Summary
Scope (what was included and excluded:
The project followed the plans of the design process as much as it could. It incorporated all
the designs but failed to implement some of the parts such as the gardens because of the
time and cost.
Cost (Budget vrs actual):
Budget - $2,500,000 actual $2,800,000
Time (Estimate vrs Actual):
Estimate - 25 months actual 20 months
Name: Sam NG Title: Project Manager Date:
Name: Kim Nguyen Title: C.E.O. Date:
Name: Title: Date:

Analysis of Project
Scope
Process Review
Describe all of the processes used during the planning, implementation and closure stages.
Lessons Learned
Describe what went right, what went wrong, and how effective the management and the
processes you used was. If necessary, state how you overcame any problems.
Recommendations
Make recommendations as a result of the lessons learned.
Time
Process Review
Lessons Learned
Recommendations
Cost
Process Review
Lessons Learned
Recommendations

Quality
Process Review
Lessons Learned
Describe what went right, what went wrong and how effective was the management and
the processes you used. If necessary, state how you overcame any problems.
Recommendations
Human Resources
Process Review
Lessons Learned
Recommendations
Communications
Process Review
Review of stakeholder communication processes.
Lessons Learned
Recommendations

Procurement
Process Review
Lessons Learned
Recommendations
Risk
Process Review
Lessons Learned
Recommendations

Name: Title: Date:
Name: Title: Date:
Name: Title: Date:

Checklist – Does the final report include: Y/N

o Workplace pathway: E-mail confirming receipt of the
final report by your supervisor, project sponsor or other
higher project authority.
o Simulated pathway: Send an e-mail to director Kim
Nguyen submitting a copy of the final report at the address
below. You will receive an automated response confirming
receipt. Use this as your evidence.
bluegumfinalreport@compliantlearningresources.com.au
Save the file as finalreportreceipt and submit with your
workbook.

PRACTICAL TASKS CHECKLISTS
Before you hand in your assessment, go through the following self-assessment checklists to
ensure all the tasks have been completed to a satisfactory standard.
Once you are satisfied and you have checked off everything, you may hand in the assessment.
Ensure you have completed the preliminary project information table (Task 1.1), and ensure
the information in all other templates is consistent with this table.
What will I be handing in for my practical assessment?
1. This workbook
2. WBS (Tasks 2.8, 4.3)
3. Project cashflow diagram and S curve (Tasks 2.13 and 4.7)
4. Gantt chart and network diagram (Tasks 2.14 and 4.8)
5. Supplier1, supplier2, supplier3 (Task 2.6) - Information (quotes, tender
responses etc) from three (3) different suppliers
6. Contract (Task 2.7) – Workplace pathway only where a real contract is being
submitted
7. E-mails or other documents showing various approvals or communications:
a. charterapproval (Task 1.2) – the approval you have received for the project
charter.
b. scopestatementapproval (Task 2.1) – The approval of the scope statement.
c. stakeholderapproval1 and stakeholderapproval2 (Task 2.2) – The
approval of the stakeholder analysis by at least two different stakeholders.
d. budgetapproval (Task 2.12) – Approval of the detailed cost analysis.
e. resourceapproval (Task 2.16) – Approval of the resourcing of the project.
f. commsplanapproval (Task 2.19) – Approval of the communications plan.
g. riskcorrespondence (Task 2.22) – evidence others have participated in the
risk brainstorming session.
h. comlogsignoff1 and comlogsignoff2 (Task 3.1) – signing off the
communications log by two team members, supervisors, colleagues or friends.
i. auditsubmission (Task 3.3) – Evidence you have submitted the audit report.
j. changeapproval (Task 4.1) – Approval of the change request
k. statusreportreceipt (Task 5.1) – Evidence a higher authority has received

your status report.

l. lessonsreceipt (Task 6.2) – Confirmation of receipt of lessons learnt.
m. finalreportreceipt (Task 6.3) – Confirmation of receipt of your final report.
IMPORTANT REMINDER
Candidates must achieve a satisfactory result to ALL assessment tasks to be awarded
COMPETENT for the units relevant to this cluster.
To award the candidate competent in the units relevant to this subject, the candidate must
successfully complete all the requirements listed above according to the prescribed
benchmarks.

FEEDBACK
Well done for finishing this workbook. We hope that what you learn with us will
open up new path ways of success in your life. At Inspire we continually strive
to improve our courses and heighten the learning experience for you. One way
we do this is by seeking feedback. Your experience is important to us and we are
very keen to hear any suggestions or complaints you may have. Click on the
button below to let us know what you think of us and our course.
CLICK HERE
End of Document


5064

Încărcat de

Informații document

Titlu original

Drepturi de autor

Formate disponibile

Partajați acest document

Partajați sau inserați document

Opțiuni de partajare

Vi se pare util acest document?

Este necorespunzător acest conținut?

Drepturi de autor:

Formate disponibile

5064

Încărcat de

Drepturi de autor:

Formate disponibile

Assessment Workbook 5

Practical Project Assessment

Date Summary of modifications made Version

29 April 2016 Version 1.0 final produced following assessment V1.0

22 August 2017 Added url for hyperlink V1.1

13 November changed email address in task 2.2 v1.2

Assessment Workbook 5 Version No. 1.2 Produced 13 November 2018

TABLE OF CONTENTS ............................................................................... 3

WHAT IS COMPETENCY BASED ASSESSMENT ...................................................... 6

THE BASIC PRINCIPLES OF ASSESSING NATIONALLY RECOGNISED TRAINING ..................... 8

THE DIMENSIONS OF COMPETENCY ................................................................ 9

THE UNIT OF COMPETENCY ...................................................................... 10

ASSESSMENT METHODS .......................................................................... 10

ASSESSMENT WORKBOOK COVER SHEET........................................................ 13

PRACTICAL ASSESSMENT ......................................................................... 14

1.2. Project Charter ........................................................................................................ 23

2. PROJECT PLANNING STAGE ........................................................................................... 27

2.2. Stakeholder Analysis .............................................................................................. 32

2.3. Responsibility Assignment Matrix ........................................................................ 35

2.4. Procurement Management Planning Checklist ................................................. 37

2.5. Statement of Work ................................................................................................ 40

2.6. Information on Potential Suppliers ...................................................................... 42

2.8. Work Breakdown Structure .................................................................................. 55

2.9. Resource Requirements ........................................................................................ 55

Assessment Workbook 5 Version No. 1.2 Produced 13 November 2018

2.11. Task Dependency Worksheet .............................................................................. 60

2.12. Detailed Costing Per Task ................................................................................... 62

2.13. Project Cashflow Diagram and S Curve............................................................. 65

2.14. Gantt Chart............................................................................................................ 65

2.15. Detailed Resource Allocation .............................................................................. 66

2.16. Resource Pool Description .................................................................................. 68

2.17. Update Other Documents ................................................................................... 70

2.18. Communications Requirements Analysis .......................................................... 70

2.19. Communications Plan .......................................................................................... 72

2.20. Risk Rating ............................................................................................................ 74

2.21. Risk Identification SWOT Analysis ...................................................................... 76

2.22. Risk Brainstorming Session ................................................................................. 78

2.23. Risk Response Plan .............................................................................................. 85

3.2. Quality Analysis ...................................................................................................... 96

3.3. Quality Audit......................................................................................................... 100

3.4. Issues Register ...................................................................................................... 106

3.5. Performance Review ............................................................................................ 109

3.6. Contractor Review ............................................................................................... 111

3.7. Training Needs Analysis ...................................................................................... 113

3.8. Project Risk Review .............................................................................................. 115

4. PROJECT CHANGE MANAGEMENT ............................................................................... 117

4.2. Issues Register ...................................................................................................... 122

4.3. WBS ....................................................................................................................... 122

4.4. Effort and Duration of Tasks............................................................................... 123

4.5. Task Dependency Worksheet ............................................................................. 123

Assessment Workbook 5 Version No. 1.2 Produced 13 November 2018

4.8. Gantt Chart and Network Diagram ................................................................... 124

4.9. Communications Documentation ...................................................................... 124

5. PROJECT REPORTING ................................................................................................... 125

6. PROJECT CLOSING ......................................................................................................... 131

6.2. Lessons Learnt ...................................................................................................... 133

6.3. Final Report .......................................................................................................... 136

PRACTICAL TASKS CHECKLISTS .................................................................. 141

Assessment Workbook 5 Version No. 1.2 Produced 13 November 2018

Requirements for satisfactory completion

WHAT IS COMPETENCY BASED ASSESSMENT

Assessment Workbook 5 Version No. 1.2 Produced 13 November 2018

Assessment Workbook 5 Version No. 1.2 Produced 13 November 2018