BSBPMG522- Undertake Project Work
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A3 Project Planning
Templates
BSBPMG522 Undertake project
work
Templates
BSBPMG522 Undertake project
work
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Table of Contents
1.5 – Finalising and review......................................................................2
Budget variation report The project budget is a prediction of the costs associated
with a particular project. These costs include labour, materials, and other resources
required to complete the project..................................................................................2
Post-project review meeting........................................................................................3
Handover report...........................................................................................................3
Post-project review report...........................................................................................3
1.5 – Finalising and review......................................................................2
Budget variation report The project budget is a prediction of the costs associated
with a particular project. These costs include labour, materials, and other resources
required to complete the project..................................................................................2
Post-project review meeting........................................................................................3
Handover report...........................................................................................................3
Post-project review report...........................................................................................3
BSBPMG522 Undertake project work Project Planning Templates
1.5 – Finalising and review
Budget variation report
Project name:
Expense Budget Actual %
Variation
Expense of project initiation phase $768.00 $729.6 5.07%
Expense of project planning phase $672.00
$638.4
5.05%
Expense of project execution phase $8,832.0
0 $8390.4
5%
Expense of project closure phase $480.00 $456 5%
Material cost $3,516 $3000 14.67%
Additional cost $768.00 $729.6 5%
Expense of project initiation phase $768.00 $729.6 5%
$13,500 $13214.4
Subtotal
TOTAL
Project Title: Implementation of
program by Max Lionel Realty
Project Client:
<Please Fill>
Date:
Version:
Project
Sponsor: Max
Lionel Realty
Project
Manager:
<Please Fill>
File Name: < Please
Fill>
Page x
of y
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 2 of 24
1.5 – Finalising and review
Budget variation report
Project name:
Expense Budget Actual %
Variation
Expense of project initiation phase $768.00 $729.6 5.07%
Expense of project planning phase $672.00
$638.4
5.05%
Expense of project execution phase $8,832.0
0 $8390.4
5%
Expense of project closure phase $480.00 $456 5%
Material cost $3,516 $3000 14.67%
Additional cost $768.00 $729.6 5%
Expense of project initiation phase $768.00 $729.6 5%
$13,500 $13214.4
Subtotal
TOTAL
Project Title: Implementation of
program by Max Lionel Realty
Project Client:
<Please Fill>
Date:
Version:
Project
Sponsor: Max
Lionel Realty
Project
Manager:
<Please Fill>
File Name: < Please
Fill>
Page x
of y
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 2 of 24
BSBPMG522 Undertake project work Project Planning Templates
Post-project review meeting
Post-Project Review Meeting – Agenda
Topic Speaker Time
Brief overview of project:
Purpose of project
Major accomplishments,
Project
Manager
5 mins
Review by team: Project objectives,
Project deliverables,
Project schedule,
Project budget,
All 10
mins
What worked/what could have gone better?
● Project planning
● Project scheduling and tracking
● project estimating
● communication (with team, other
groups/stakeholders, sponsor)
● Risk management
● Stakeholder management
● Resourcing
● Training, documentation
All 20
mins
Lessons learned All 10
mins
Next steps All 5 mins
Project Title: Implementation of
program by Max Lionel Realty
Project Client:
<Please Fill>
Date:
Version:
Project
Sponsor: Max
Lionel Realty
Project
Manager:
<Please Fill>
File Name: < Please
Fill>
Page x
of y
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 3 of 24
Post-project review meeting
Post-Project Review Meeting – Agenda
Topic Speaker Time
Brief overview of project:
Purpose of project
Major accomplishments,
Project
Manager
5 mins
Review by team: Project objectives,
Project deliverables,
Project schedule,
Project budget,
All 10
mins
What worked/what could have gone better?
● Project planning
● Project scheduling and tracking
● project estimating
● communication (with team, other
groups/stakeholders, sponsor)
● Risk management
● Stakeholder management
● Resourcing
● Training, documentation
All 20
mins
Lessons learned All 10
mins
Next steps All 5 mins
Project Title: Implementation of
program by Max Lionel Realty
Project Client:
<Please Fill>
Date:
Version:
Project
Sponsor: Max
Lionel Realty
Project
Manager:
<Please Fill>
File Name: < Please
Fill>
Page x
of y
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 3 of 24
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BSBPMG522 Undertake project work Project Planning Templates
Handover report
Handover report
Initial overall objectives To organize program for Max Lionel realty
To build customer goodwill
To inform agents about legal and ethical
obligations
Agreed changes to
objectives
Extension in the timeframe of the project;
Final agreed deliverables
Item Budgeted cost Final
cost
Schedule
date
Final
date
Posters are developed for
staffs $ 960.00
$
960.0
0
Mon 14-
05-18
Mon 15-
05-18
Development of videos for
elaborating professional
code of conduct
$ 672.00
$
672.0
0
Tue 15-
05-18
Tue 16-
05-18
Development of flyers and
other literature $ 672.00
$
672.0
0
Tue 15-
05-18
Tue 18-
05-18
Development of webpage $ 768.00
$
768.0
0
Wed 16-
05-18
Wed 19-
05-18
Total $
2,400.
00
Thu 17-
05-18
Thu 20-
05-18
Issues summary
Item Strategy Date
logged
Date
resolve
d
Budget of the project
increases
The budget of the project
must be managed
properly for avoiding
further financial
challenges
11-05-18 22-05-18
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 4 of 24
Handover report
Handover report
Initial overall objectives To organize program for Max Lionel realty
To build customer goodwill
To inform agents about legal and ethical
obligations
Agreed changes to
objectives
Extension in the timeframe of the project;
Final agreed deliverables
Item Budgeted cost Final
cost
Schedule
date
Final
date
Posters are developed for
staffs $ 960.00
$
960.0
0
Mon 14-
05-18
Mon 15-
05-18
Development of videos for
elaborating professional
code of conduct
$ 672.00
$
672.0
0
Tue 15-
05-18
Tue 16-
05-18
Development of flyers and
other literature $ 672.00
$
672.0
0
Tue 15-
05-18
Tue 18-
05-18
Development of webpage $ 768.00
$
768.0
0
Wed 16-
05-18
Wed 19-
05-18
Total $
2,400.
00
Thu 17-
05-18
Thu 20-
05-18
Issues summary
Item Strategy Date
logged
Date
resolve
d
Budget of the project
increases
The budget of the project
must be managed
properly for avoiding
further financial
challenges
11-05-18 22-05-18
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 4 of 24
BSBPMG522 Undertake project work Project Planning Templates
Documents attached
No. Title
1 Issues log
2. Risk Log
<Please Fill>
____________________
Project Manager
<Please Fill>
_____________________
Project Sponsor
<Please Fill>
_____________________
Project Client
Project Title: Implementation of
program by Max Lionel Realty
Project Client:
<Please Fill>
Date:
Version:
Project
Sponsor: Max
Lionel Realty
Project
Manager:
<Please Fill>
File Name: < Please
Fill>
Page x
of y
Post-project review report
Post-Project Review Report
Name of project: Implementation of program by Max Lionel Realty
Date and location of meeting: Conference hall 11.50 a.m.
Names of attendees: Project manager, candidates 1, Candidate 3
1. Overview by Project Manager:
Brief summary of achievements includes:
Building customer goodwill
Informing both the agents in context to ethical obligations as well as
legal obligations
2. Review by team of goals, objectives/deliverables and schedule as
outlined in project plan
Met Missed Partially
met
Comments
Project goal/s The goals of
the project are
met.
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 5 of 24
Documents attached
No. Title
1 Issues log
2. Risk Log
<Please Fill>
____________________
Project Manager
<Please Fill>
_____________________
Project Sponsor
<Please Fill>
_____________________
Project Client
Project Title: Implementation of
program by Max Lionel Realty
Project Client:
<Please Fill>
Date:
Version:
Project
Sponsor: Max
Lionel Realty
Project
Manager:
<Please Fill>
File Name: < Please
Fill>
Page x
of y
Post-project review report
Post-Project Review Report
Name of project: Implementation of program by Max Lionel Realty
Date and location of meeting: Conference hall 11.50 a.m.
Names of attendees: Project manager, candidates 1, Candidate 3
1. Overview by Project Manager:
Brief summary of achievements includes:
Building customer goodwill
Informing both the agents in context to ethical obligations as well as
legal obligations
2. Review by team of goals, objectives/deliverables and schedule as
outlined in project plan
Met Missed Partially
met
Comments
Project goal/s The goals of
the project are
met.
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 5 of 24
BSBPMG522 Undertake project work Project Planning Templates
Objectives/deliverables The
deliverables of
the project are
met.
Success criteria The project
success criteria
identified.
Schedule/Milestone The project
milestone and
deliverables are
completed.
Budget The project is
finished within
the approved
budget.
3. What worked well; what could have gone better?
Worked well Could have gone better
Development of poster Time estimation
Development of business plan Budget estimation
4. Lessons learned
Proper project management strategies are helpful in finishing the project
successfully.
Undertaking earned value analysis helps in tracking both cost and schedule of
the project.
5. Next steps / improvement plans
Experienced program organizer must be hired
The team members must be trained
Project Title: Implementation of
program by Max Lionel Realty
Project Client:
<Please Fill>
Date:
Version:
Project
Sponsor: Max
Lionel Realty
Project
Manager:
<Please Fill>
File Name: < Please
Fill>
Page x
of y
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 6 of 24
Objectives/deliverables The
deliverables of
the project are
met.
Success criteria The project
success criteria
identified.
Schedule/Milestone The project
milestone and
deliverables are
completed.
Budget The project is
finished within
the approved
budget.
3. What worked well; what could have gone better?
Worked well Could have gone better
Development of poster Time estimation
Development of business plan Budget estimation
4. Lessons learned
Proper project management strategies are helpful in finishing the project
successfully.
Undertaking earned value analysis helps in tracking both cost and schedule of
the project.
5. Next steps / improvement plans
Experienced program organizer must be hired
The team members must be trained
Project Title: Implementation of
program by Max Lionel Realty
Project Client:
<Please Fill>
Date:
Version:
Project
Sponsor: Max
Lionel Realty
Project
Manager:
<Please Fill>
File Name: < Please
Fill>
Page x
of y
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 6 of 24
1 out of 7
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