ASSESSMENT TASKS Qualification name/code: BSB51918 Undertake project work Units of competency: BSBPMG522

The following list outlines some of the activities for which a student can be accused of plagiarism: Presenting any work by another individual as one's own unintentionally Handing in assessments markedly similar to or copied from another student Presenting the work of another individual or group as their own work Handing in assessments without the adequate acknowledgement of sources used, including assessments taken totally or in part from the Internet If it is identified that you have plagiarised within your assessment task, then we will organise a meeting

ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
ASSESSMENT INSTRUCTIONS FOR STUDENTS
Overview
Prior to commencing the assessments your assessor will explain each task and the terms and
submission of your task. Please consult your assessor if you are unsure of any questions. It is
important that you understand adhere to the terms and conditions and address each task. If
any task I not fully address than your assessment task will not be marked. The assessor will
support you throughout this process.
Written work
 Answers must demonstrate an understanding and application of relevant concepts, critical
thinking, and good writing skills.
 Student must concise to the point and write answers according to the given word-limit to
each question and do not provide irrelevant information.
 Student must not use non-discriminatory language. The language used should not devalue,
demean, or exclude individuals or groups on the basis of attributes such as gender,
disability, culture, race, religion, sexual preference or age. Gender inclusive language should
be used.
 Assessor should not accept answers copied directly from texts without acknowledgement of
the text.
Active participation
It is a condition of enrolment that you actively participate in your studies. Active participation is
completing all tasks on time. If you do not participate you will be required to report to Student
Services Coordinator.
Plagiarism
Plagiarism is taking and using someone else's thoughts, writings or inventions and representing
them as your own. Plagiarism is a serious act and may result in a student’s exclusion from a
course. When you have any doubts about including the work of other authors in your
assessment, please consult your trainer/assessor. The following list outlines some of the
activities for which a student can be accused of plagiarism:
 Presenting any work by another individual as one's own unintentionally
 Handing in assessments markedly similar to or copied from another student
 Presenting the work of another individual or group as their own work
 Handing in assessments without the adequate acknowledgement of sources used, including
assessments taken totally or in part from the Internet
If it is identified that you have plagiarised within your assessment task, then we will organise a
meeting to discuss this with you.
Copyright
Copyright is a right belonging to the owner or licensee of a literary, artistic or dramatic work,
film or sound recording. You must be abide by the Copyright Act 1968 and not reproduce,
perform or otherwise deal with the work. The owner of the material may take legal action
against you if the owner's copyright has been infringed.
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
Competency Outcomes
Each activity in this assessment tasks will be marked as either Satisfactory or Not Satisfactory.
If any of your task is marked as Not Satisfactory after the first attempt, you will be provided with
feedback from your assessor and then given an opportunity to resubmit the task. Your assessor
will provide you with a timeline in which you will be required to submit your task. Resubmission
timeline will be determined by the assessor and based on the extent of the re-submission. When
you have completed all tasks in this document you will be granted an overall competency
outcome, which will be either Competent or Not Yet Competent.
Assessment Appeals Process
If you are dissatisfied with the outcome of one of the assessment tasks or the final outcome of
the assessment task because you feel that the result is unfair or incorrect, you may request to
have the task/s or overall assessment task reviewed. If you are still dissatisfied with the
outcome, you may lodge a formal assessment appeal. Refer to SBTA’s Complaints/Appeals
Policy and Procedure.
Reasonable adjustment
If you require any reasonable adjustment to complete your assessment, please contact the
trainer/assessor before completing any assessment task. Please note academic standards of the
unit will not be lowered to accommodate the needs of any student but there is a requirement to
be flexible about the way in which it is delivered and assessed. Each case will be looked at on
its own merit.
Authenticity:
Students are required to acknowledge prior to submission, indicating that the work they have
submitted for assessment is their own. Students must enter their own user ID and password
provided by SBTA to be declare that the work they are uploading is theirs. The Assessor must
be assured that the evidence presented for assessment is the student’s own work.
Student Declaration
Please ensure that you also acknowledge the Student Declaration section on your student portal
prior to submitting. The student declaration section acknowledges that you declare that:
þ I am submitting work in this assignment that is my own, except where
acknowledgement/s of sources are made.
þ I have not copied in part, or in whole, or otherwise plagiarised the work of others.
þ I declare that the material does not infringe the intellectual property/copyright of a third
party and I understand that the evidence
may undergo electronic detection and used to make comparisons with other evidence
submitted by current or previous students.
þ The Units of Competence, Elements and Performance Criteria which I studied during the
course were explained and
I was provided with adequate resources which enable me to complete this assessment.
þ The assessment tasks, assessment criteria and assessment due date(s) for this course
were explained.
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
þ I was advised and I am aware of The Academy’s Policies including the Assessment Policy
and the Assessment Appeals Process.
þ I was given assistance from the trainer and/or other Academy staff during the study of
this course when it was requested.
þ I understand that my feedback will be used for reporting purposes and continuous
improvement.
þ I acknowledge that my personal and outcomes details shall remain confidential and will
only be used for official reporting purposes.
Application of the unit: BSBPMG522 Undertake project work
This unit describes the skills and knowledge required to undertake a straightforward project or a
section of a larger project. It covers developing a project plan, administering and monitoring the
project, finalising the project and reviewing the project to identify lessons learned for application
to future projects.
This unit applies to individuals who play a significant role in ensuring a project meets timelines,
quality standards, budgetary limits and other requirements set for the project.
The unit does not apply to specialist project managers. For specialist project managers, the
other units of competency in the project management field (BSBPMG) will be applicable.
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
ASSESSMENT TASK 1: KNOWLEDGE QUESTIONS
Assessment type
Questions and practical activities
Assessment task description
 This is the first (1) assessment task you have to successfully complete to be deemed
competent in this unit of competency. Assessment task 1 comprises of written questions and
activities
 You must respond to all questions and activities and submit them to your Trainer/Assessor.
 You must answer all questions to the required level, e.g. provide the number of points, to be
deemed satisfactory in this task.
 You will receive your feedback within two weeks - you will be notified by your
Trainer/Assessor when results are available.
 Where your answers are deemed not satisfactory after the first attempt a resubmission
attempt will be allowed.
Location
Level 2, 401 Sussex Street, Sydney, NSW 2000
How your trainer/assessor will assess your work?
 This assessment task requires the student to answer all the questions.
 Answers must demonstrate the student’s understanding and knowledge of the unit.
 If all assessment tasks are deemed Satisfactory (S), then the unit outcome is Competent (C).
 If at least one of the assessment task is deemed Not Satisfactory (NS), then the unit outcome
is Not Yet Competent (NYC).
Purpose of assessment
The purpose of this task is to assess the students’ knowledge to undertake a straightforward
project or a section of a larger project and to assess that the student has understanding in
ensuring to meet project timelines, quality standards, budgetary limits and other requirements
set for the project. Students must be assessed for understanding of:
 Defining the project
 Developing a project plan
 Knowing how to administer and monitor a project
 Finalising a project
 Review a project
Resources and equipment required to complete this task
The student will have access to the following:
 Computer, Internet, MS Word
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
 Student Portal and Acccess to you’re assessor via student portal
 Learner Guide, PowerPoint
 Policies and procedures
 Simulated scenarios and simulated company provided to you via SBTA under a licence
 Exceursions (as organised by trainer and assessor if suitable)
Benchmark for Assessment
 You are expected to respond to all aspects of each question and case study. In some cases,
direction is provided on the expected length of your response. These assessments will
require a Short, Medium or Long response.
 The following is a guide to the expected number of words for each of these categories unless
otherwise indicated.
Short 50+ words
Medium 200+ words
Long 300+ words
Instructions to students
This is a knowledge test where you will be required to demonstrate your knowledge in this unit
of competency. You can use the virtual company “Bounce Fitness” by accessing the
following website http://bounce.precisiongroup.com.au/ to complete this assessment. If you are
unable to access the virtual company, your assessor will be able to assist you with this process.
Questions
1.1. Provide two (2) examples of project management tools. Discuss how each can be
applied in developing and implementing project plans. (LONG)
Project
Management Tool
Their Application in the Development and
Implementation of Project Plans
Scheduling or Gantt
Chart
This tool or application helps to reduce the level of project
complexity by increasing accountabilities, flexibility and
overall manageability. It allows the project team
associates to track the current project status and the path
that can be followed to govern he project towards
success.
Critical path
analysis
Critical path method allows the project supervisor and
other team associates to identify important task. It is used
for comparing planned task and the real status. The CRM
saves the overall project development time and manages
to complete any project whether in estimated time or
before time.
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
1.2. List two (2) types of documents, and two (2) sources of information commonly used in
defining the parameters of a project. (SHORT)
Type of Document Sources of Information
Charter
Certificate of
confidentiality
The project charter is planned and developed
based on the mission, vision and objectives of the
bounce fitness coffee shop.
The certificate of confidentiality document is
prepared from information collected delivered by
human resources and project supervisors.
1.3. Listed below are types of risks commonly encountered in a project. In your own words,
discuss the processes you can use for identifying each. Each discussion must be 250 - 300
words in length. The processes discussed must be applicable to the industry you specified.
(LONG)
Type of Risk Processes for identifying risks
Financial risk Risk documentation
Strategic risk Appling risk identification tools and techniques
Operational-technical risk Creating systematic risk identification approaches
Operational-safety risk Documenting risk identification processes
1.4. For this task you have to refer to Bounce Fitness’s website. You are the Fitness
Instructor at Bounce Fitness and have been assigned a project which you are responsible for
by the Centre Manager. Listed below are procedures and processes in managing the
project. explain Bounce Fitness’s procedures and processes for each. (LONG).
In your response, you must be able to:
 specify the name of the Bounce Fitness procedure/process, if applicable.
 briefly explain the steps and how you can implement the process in managing the
project.
Procedures/Processes Explanation
Line of approval In order to ensure that the Bounce fitness coffee shop project is
approved the basic steps those are need to be followed
throughout are as follows:
 Development of big project level strategies and ideas
 Defining final project benefits
 Creating of project roadmap
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
 Simple presentation of the project
Quality assurance The Bounce Fitness Sydney coffee shop is committed to lead
fitness industry towards success. The quality of the project
ensures that it provides high quality services, programs and
community relationship as well.
Human Resources The Human Resources assigned to the project includes HR
personnel, line manager, employee representative groups, Senior
manager, outsourcing agencies, suppliers, potential stakeholders
and potential stakeholders.
Budgets and Finance Bounce fitness Sydney coffee shop adopted competitive pricing
strategies to deliver customized services to their regular and new
customers. The budgeting strategy developed by the company is
comprises of four bands and that are as follows:
Pricing strategies: Premium
Services and products: Differentiated
Promotional and advertisement cost: differentiation focus
Record keeping
(Note: Bounce Fitness’s
recordkeeping
procedures can be found
in the Quality Assurance
Manual.)
The Bounce fitness company uses computerized advanced record
keeping system to make sure that all information stored in the
server are completely secured from the external attackers and
also unauthorized users are not allowed to access information
from the database.
Reporting In order to improve the service of Bounce Fitness periodic
information update is mandatory. Timely status reporting, risk
reporting and finance reporting are the suitable reporting
formats used by the company to spread functional and
operational ideas among the project team associates and
employees.
1.5. Listed below are the areas of legislation and regulations relevant to undertaking project
work. Complete the table below: (LONG)
a. Specify your State/Territory.
b. Identify one (1) piece of legislation and the corresponding set of regulations that must
be followed. The legislation and regulations you identify must apply to your
industry and your State/Territory, where applicable.
c. For each piece of legislation and regulations identified, list the requirements that must
be followed when undertaking project work.
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
State/Territory: Sydney
Area Legislation Regulations Requirements
Anti-discrimination The higher authority
of the company
ensure that all civil
acts are followed
throughout for both
the project
supervisor and
other employees
The law
enforced by
EEOC makes
the regulation
awful for the
federal
agencies
The anti discrimination law
includes protection on the
basis of nationality, ability,
individual political opinions,
ethnicity and gender as well.
Environmental Issues This act make sure
that hygiene f the
employees and
pollution free
environment are the
factors which have
been considered
thoroughly by the
associates.
For this project
the prepared
environmental
legislation is a
collection of
water quality,
wilderness, air
quality etc.
The company needs to make
sure that human activities
are not negatively impacting
the functions an operations
Work health and
safety
The company make
sure that all WHS
safety act are
applicable for all the
employees and
other associates
Work health
and safety
2011 act is
followed
The company follows the act
that placed primary health
and safety responsibility on
person who are conducting a
business or undertaking
Privacy 1988 privacy act is
maintained
throughout the
project
development life
cycle period
Protection for
personal
information are
followed to
make sure that
the
confidentiality
of the
associates are
not being
compromised
This policy includes personal
identifiable data such as
address, name, contact
number, email id etc.
Industry-specific
requirement
(specify one (1))
Cross platform
client side data
encryption
Industry
specific data
privacy
regulations
The company requires to
follow advanced encryption
mechanism to protect data
from unauthorized access.
1.6. In the spaces provided below, outline your organisational mission and operations. Briefly
explain how the project you will undertake relates to each of these. If you do not have
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
access to a workplace, you may refer to the following documents from Bounce Fitness:
(SHORT to MEDIUM)
 Mission, Vision, and Values
<http://bounce.precisiongroup.com.au/infrastructure/business-strategy-and-planning-
documents/>
 Bounce Fitness Internet Coffee Shop Marketing Plan
<http://bounce.precisiongroup.com.au/infrastructure/current-projects/>
Organisational Mission Relationship to Project
The mission of the Bounce fitness Sydney
coffee shop is “to serve quality, unique,
comprehensive and distinctive health
program and services to their consumers“
Marketing mix strategic elements I terms of
price, place, products, people and promotion
are maintained throughout the project
development lifecycle.
Organisational Operations Relationship to Project
In order to meet the primary mission the
company has developed advanced marketing
plan followed by market segmentation,
demographic segmentation, behavioural
needs and market needs.
The project is developed for the below
mentioned aspects :
 To increase the rate of monthly
market penetration
 To increase 15% of client
acquisition in the coming 2
years
 To enhances 10% of sales rate
by the end of each year
Student note:
Pleases outline their organisational mission, and operations. They must explain how each of
these relates to the project they will undertake. Use documents from Bounce Fitness, responses
must be based on the following documents:
 Mission, Vision, and Values
<http://bounce.precisiongroup.com.au/infrastructure/business-strategy-and-planning-
documents/>
 Bounce Fitness Internet Coffee Shop Marketing Plan
<http://bounce.precisiongroup.com.au/infrastructure/current-projects/>
They may specify any part of the operations using the marketing plan. These documents have
also been uploaded with your assessment for easy access.
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
ASSESSMENT TASK 2: DEFINE PROJECT
Assessment type
Practical activities
Assessment task description
 This is the 3rd assessment task you have to successfully complete to be deemed competent
in this unit of competency.
 You must respond to all questions and activities and submit them to your Trainer/Assessor.
 You must answer all questions to the required level, e.g. provide the number of points, to be
deemed satisfactory in this task.
 You will receive your feedback within two weeks - you will be notified by your
Trainer/Assessor when results are available.
 Where your answers are deemed not satisfactory after the first attempt a resubmission
attempt will be allowed.
Location
Level 2, 401 Sussex Street, Sydney, NSW 2000
How your trainer/assessor will assess your work?
 This assessment task requires the student to answer all the questions.
 Answers must demonstrate the student’s understanding and knowledge of the unit.
 If all assessment tasks are deemed Satisfactory (S), then the unit outcome is Competent (C).
 If at least one of the assessment task is deemed Not Satisfactory (NS), then the unit outcome
is Not Yet Competent (NYC).
Purpose of assessment
The purpose of this task is to assess the students’ skills undertaking a straightforward project or
a section of a larger project and to assess that the student has understanding in ensuring to
meet project timelines, quality standards, budgetary limits and other requirements set for the
project. Students must be assessed for understanding of:
 Defining the project
 Developing a project plan
Resources and equipment required to complete this task
The student will have access to the following:
 Computer, Internet, MS Word
 Student Portal and Acccess to you’re assessor via student portal
 Learner Guide, PowerPoint
 Policies and procedures
 Simulated scenarios and simulated company provided to you via SBTA under a licence
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
 Exceursions (as organised by trainer and assessor if suitable)
Benchmark for Assessment
 You are expected to respond to all aspects of each question and case study. In some cases,
direction is provided on the expected length of your response. These assessments will
require a Short, Medium or Long response.
 The following is a guide to the expected number of words for each of these categories unless
otherwise indicated.
Short 50+ words
Medium 200+ words
Long 300+ words
Instructions to students
In this task you will be required to refer to the virtual company “Bounce Fitness” by
accessing the following website http://bounce.precisiongroup.com.au/ and demonstrate your
ability to define a project which includes being able to access workplace documentation, define
project stakeholders, delegate, identify responsibility, clarify responsibilities and determine and
access available resources.
Read the case study below and complete the activities.
Introduction
Bounce Fitness is made up of four fitness centres. Head office is currently established in
Cairns, Queensland. The other centres are in Brisbane, (Queensland), Sydney, (New South
Wales) and Melbourne, (Victoria). It is the intention of the Board of Directors that a new centre
will be opened in Perth, (Western Australia).
It was established in 2001 by Margaret House as a single aerobic studio. After two years
membership increases demanded the small leased centre be expanded and a new facility was
built on land purchased by the organisation. In 2004 a second centre was established in
leased premises in Brisbane and then Sydney and Melbourne in the subsequent two years.
The Head Office remains in Cairns and a Board of Directors has been established to oversee
the function of the business in all of the centres. Each centre has a Manager, who reports to
the CEO in Cairns, and a team of permanently employed fitness instructors and other casual
instructors, all of whom report to the Centre Manager.
The business is operated on best business practice and complies with all legislative
requirements, local by-laws and is registered with the national body.
Bounce Fitness intends to market its brand through excellence in service and expertise to
establish itself as a premier provider of fitness and wellness in Australia. Much time is invested
in training the Centre staff to upgrade their professional skills and in customer service to
foster a loyal member base. Classes are innovative and varied with regular changes to
routines and activities.
Bounce Fitness has developed choreographed fitness moves with accompanying music which
is geared to the varying interests, needs and goals of the member group. It is intended that all
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
around Australia, gym and fitness centre members will continue to be enhancing personal
performance through classes designed and produced by this business.
Classes are coupled with state-of-the-art fitness equipment to cater to those who prefer
resistance training to aerobic workouts. Additional free weights allow for use by even die-hard
lifters.
All centres are carpeted in areas used for stationary activities, spacious, well-ventilated and
air-conditioned to make the environment as safe and comfortable as possible. They are light
and feature wrap-around mirrored walls. The decor was designed by a Brisbane firm and is
updated every three years. There are showers, toilets, lockers.
Each centre features a retail section selling fitness shoes, clothes and other related fitness
items. There is a small cafeteria which is leased to a provider who supplies healthy, low
calorie drinks and light food.
Each Centre has regularly scheduled aerobic classes ranging from high intensity to low
intensity. The scheduling is left to each Centre but must sustain a minimum average of twelve
in each class for them to continue to be held. The style of classes changes as new methods
are developed to sustain interest and provide variety.
Circuit classes are also scheduled for groups who move in a circuitous rotation around the
different resistance equipment sequentially as instructed by the Instructor. They are required
to complete interval aerobic exercises during the completion of a class to enhance the value
of the workout.
Very low intensity classes are also held in age care facilities to keep residents active and
incorporate light weights to keep them healthy. This exercise contributes to the physical and
mental health of participants as well as providing an interest in their day.
Special classes are held in high schools for senior students, sheltered workshops and other
special situations as requested and are operated at minimal or no cost as a community
service.
Funding is primarily from memberships. Memberships are sold on one, three, six and twelve
monthly basis on a decreasing fee scale. Casual members are welcome, but the daily rate is a
premium one.
Each Centre sells memberships to 120%. This means that at peak times it could be quite
crowded, but experience demonstrates that there is a maximum of 80% usage.
The retail arm of the business accounts for about 30% of the takings from each centre. The
strategic plan for retail is set to increase investment in sales this year to 35%. Each Centre will
be given a budget to develop and implement a sales and marketing plan to trial. The most
successful may be implemented nationally and will attract an incentive for the most
successful Centre.
The catering facilities are currently leased to private operators, and this is reconsidered during
each annual planning session by the Board, which produces 5% of the income, less than the
rent off-set.
The Board of Directors have come up with some business objectives and Key Performance
Indicators for the next 12 months for each of the Centres. You are the Centre Manager for the
Sydney Centre and are also required to meet the business objectives as per below:
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
 Generate a 10% yearly increase in sales
 Increase market penetration every quarter
 Continue to cultivate Bounce Fitness’s image as the premier long-term wellness
program provider
 Decrease customer acquisition costs by 4% every two quarters
 Lower the cost of service delivery by 1% a quarter
 Holding spending, as a percentage of sales at a steady rate.
In order to meet the business objectives, it was decided to open a coffee shop at the Fitness
Centre to generate more customers to the centre. The idea is also to have a hub where
clients can also socialise after their sessions and also be able to have healthy snacks and
meals.
You as the Centre Manager are responsible for the above project for your Fitness Centre.
2.1. Access documents from the Bounce Fitness website to define the project scope.
The documents you will have to access include Business Plan, Coffee Shop Marketing
and Corporate Marketing Plan and any other documents form the website such as
financial documents. Copies of some of these documents are downloaded for your
convenience. List the documents downloaded and explain how you can use these
documents to define the project scope. (LONG)
It has been identified that marketing and business strategies are the most essential elements that help to
improve project objectives, scope and goals as well. The different project development documents
those are downloaded from the Bounce fitness website are risk management plan, internal market analysis
(SWOT analysis), External market analysis (PESTLE analysis). After analyzing these documents the political,
economical, legal and technical condition of the project are identified and also what are the different
development aspects those are to be incorporated are identified. It is documented that if these individual
aspects are properly followed throughout the project development life cycle the chances of risk occurrences
will be reduced rather resolved.
2.2. After you have reviewed all the documents and accessed the project scope and
other workplace documents, you are required to write a project brief to define the
project. In your project brief you must include the following: (LONG)
a) Define project stakeholders e.g. explain who will be included in the project
b) Who are the delegating authority for the project?
c) What are the project parameters?
d) Your responsibility and reporting requirements
e) Bounce Fitness’s objective
f) Project documentation of other projects relevant to the one you will undertake
g) Resources required for undertaking the actual project (to be recorded in your Project
Scope Statement), including:
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
o At least two (2) physical resources
o At least two (2) human resources
o At least two (2) technical resources (optional)
Physical resources
 Fitness Machine suppliers
Human resource
 Project manager
 Finance controller
Technical resources
 Record keeping system
2.3. Define the Project Parameters
In this task you are required to develop a project plan for the coffee shop at Bounce Fitness in
consultation with your team. Meet with your team and discuss the following: (MEDIUM)
 Discuss and confirm the project parameters
 Identify project management tools which you can use to manage the project
 Discuss what would be the risks involved in the project
 Discuss what budget has been allocated the project. Refer to the marketing brief
for the coffee shop.
Document any notes or feedback from your colleagues in a meeting minutes. You can use the
template provided below.
MEETING MINUTES
Purpose, Objectives and
Elements of the
Meeting:
This meeting is arranged to make discussion regarding the below
aspects:
 The objectives of the project is to generate
approximately 10% sales increment
 To increase the market penetration every quarterly
 To lower down the cost services and customer
acquisition respective by 1% and 4%
 To develop strategies for long term program
development and delivery
Attendees: Level 2, 401 Sussex Street, Sydney, NSW 2000
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
Date and time of
meeting:
7/30/2019, 12 PM to 4 PM
Venue: Conference room
General Business and topics discussed:
Responsibilities: The responsibility of the Centre Manager is to demonstrate project
objectives and ideas and aim among the project team associates
Signed and dated: <Please fill>, project manager, 7/25/2019
2.4. You are now required to develop a project plan which you have to submit to your
CEO and the Board of Directors for approval. You must ensure that your Project Plan
includes the following: (LONG)
Student extra information:
When developing the plan please take the following into account. The Project Plan provides
the detailed project work plan, timescale and resourcing requirements, against which the
Project Board or Sponsor can effectively monitor and control project progress. Where a
separate business case is not required, the Project Plan also provides the business
justification for the project, which is reviewed as the project progresses to ensure it remains
valid.
The key areas that the Project Plan should cover are:
 Details of the project deliverables, including timing of and responsibilities for delivery
 Key project milestones
 Key dependencies, constraints and assumptions
 An overview of the major project risks
 A high level project timeline
 Resource management, including budget and other resourcing requirements.
The key considerations in the development of the Plan are:
 The Plan must be achievable. This means that estimates must be based on
consultation with the staff who will undertake the work and/or reference to historical
data
 The Plan should incorporate, or be informed by, lessons from previous projects
 Project management and control activities (such as planning, reporting, reviewing
and quality checking), as well as the activities to create the products in scope should
be considered and included in the plan
 The Plan should support the quality management, risk management and
communication management activities required for the project.
The Academy has project management software called ZOHO purchased a license. Your
trainer and assessor can access the program after speaking to the IT team. You may wish
to use the ZOHO software to complete this task or use the template supplied.
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
PROJECT PLAN
Project Plan: To improve the marketing and business strategies of Bounce Fitness
Project
Manage
r
<Please fill>
Project
Sponso
r
Margaret House and Bounce Fitness
Date 7/2/2019
Project Overview:
The Bounce Fitness offers quality services to their regular and new customers. In addition to
this, they also follow best business practices and policies. The décor of the fitness firm is
developed by Brisbane firm. The aim of the project is to improve the existing business and
marketing strategies those are following by the organization.
Relevant Organisational Objectives
 The objectives of the project is to generate approximately 10% sales increment
 To increase the market penetration every quarterly
 To lower down the cost services and customer acquisition respective by 1% and
4%
 To develop strategies for long term program development and delivery
Relevant Organisational Projects
Project Parameters
Scope Description: To increase the sales rate and decrease the cost of customer acquisition
by 1% quarterly.
Project Stakeholders
Learner must specify at least two (2) stakeholders involved in this project. They must also
specify themselves as the project manager. Each stakeholder must include one (1)
responsibility each, while two (2) responsibilities must be specified for the project manager.
Personnel/Role Responsibilities
Project manager
Finance manager
To control and monitor the project
To conduct a feasibility study and make sure
that this project is completed in the assigned
time and budget
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
Operation manger Make sure that all the operational and
running accurately
Deliverables
The deliverables of the project are as follows:
 To install coffee shop that is expected to offer quality and healthy food
products to the customers
 To lower down the cost services and customer acquisition respective by 1%
and 4%
 To develop strategies for long term program development and delivery
Exclusions
 The details of the project stakeholders are not included in the project plan
 The project procurement plan are not elaborated n the project plan
Acceptance Criteria/Measures of Success
Students must specify at least two (2) criteria that will determine the achievement/completion
of the project.
 The project needs to be completed in the time and budget of respectively 30
days and $40,000
 The project should diminish the service cost and customer acquisition cost by
respectively 1% and 4%.
Project Constraints
Students must least two (2) resources or events that will limit or restrict the implementation
of the project.
The project needs to be completed in 1 months in the estimated budget of $40,000
Reporting Requirements
Students must outline the reporting requirements involved in this project, including any
reporting processes involved.
Risk assessment description and overview
The potential project risks are identified in the below section:
RISK ASSESSMENT
DETAILS
Likelihood
Low/Medium/High
Impact
Low/Medium/High
Mitigation Strategies
Overrunning budget Medium High Feasibility analysis
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
Lack of experienced
marketing associates
High High Arranging training
and development
program
Over allocation of
resources
High High Before initiating the
project proper
resources
management is
required to be
accomplished
RISK MANAGEMENT PLAN
Risk
Referen
The Risk
(What
can
happen?
)
Source
(How
can this
happen?
)
Impact
(from
event
happeni
ng)
Treatme
nt
strategi
es
Effective
ness of
treatme
nt
strategi
Likeliho
od
Consequ
ence
Ove
rrun
ning
time
and
bud
get
Estimated
budget will
exceed
If at the
project
initiation
phase no
feasibility
study is
conducte
d
Fail to meet
the
expected
profit
At the
project
initiation
phase a
feasibility
analysis
needs to
be
conducte
d
Positive Possi
ble
Commercial
loss
Lack
of
mar
keti
ng
and
busi
ness
strat
egie
s
Expected
commercial
profit will not
generate
If the
project
outcomes
fail to
meet the
project
objective
s and
goals
Insufficient
usage of
key
performanc
e indicators
Implemen
tation of
advanced
marketing
strategies
Positive Likel
y
Commercial
loss
Compliance commitments
Highlight the key compliance commitments to the project; consider legislation that may be
impacted by this change. For information regarding legislation that applies to the Fitness
Industry.
Compliance management is referred to as a process of project management used to make
sure that the project associates are all following the project requirements and objectives.
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
Following are the best compliance management prcatices:
 Undertaking the project level issues
 Determining the program scope
 Identification of project obligations and risks
 Evaluating program performance and compliance reporting
 Managing non compliance and continuous improvement
Resource Requirements
Students must list all resources they will require to undertake the project.
Physical Resources Human Resources Technical Resources
Milk and water Project manager Automatic Drip Coffee
Makers
Refrigeration System Finance controller Security system
Estimated Project Cost
Students must outline all expenses associated with this project, including the resource
requirements, materials, labour costs, etc. must be listed.
Expense Type Description Estimated Cost
Equipment installation
(including machineries and
coffee making ingredients)
Coffee vending machine $ 10,000
Coffee bins $7,000
Chef $500
Security deposit $5,000
Interior of the café $15,000
Others Others $16,000
Total Estimated Project
Cost
Net cost $40,000
Project References
Students must log all documentation and references accessed to determine the requirements
of this project.
Monitoring and reporting
Provide a summary of the monitoring and reporting mechanisms that will be adopted in
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
relation to the project and the frequency with which each will be implemented, using the table
that follows.
Control Purpose Frequency
Project Status
Report
Used to identify the current status of the project Weekly
Exception Report Elaborates project details in terms of cost, time and
people who are involved to the project
Weekly
End Stage Report At the end of each project development life cycle
whether the expected outcomes are met or not
elaborated in the document
After completion of
each phase
Scope Defines the scope statement of the project Weekly
Quality Identifies the expected project qualities Monthly
Issue Log, Risk
Register
Identified the potential risks that may interrupt the
project success
Monthly
COMMUNICATION & CONSULTATION
Provide details of the communication and consultation activities which will be undertaken and
have been agreed with the client.
In order to share information with high security the best suited communication approach
that has to be followed by the project supervisor and project team members and supervisor
is open communication. Open communication offers a common interaction platform for the
project team associates and make sure that they all are freely using their ideas and creative
business strategies those may bring commercial profit to the project.
MILESTONES
Provide details of the important progress markers (what will be achieved, and when) which
will enable the Project Sponsor or Board to monitor progress. The following table can be used:
Stage: The main stages are elaborated in the below section
Milestone Target Date Status
Project scope development phase 5 days C
Installation of coffee shop in Bunce fitness 20 days Under progress
TIMELINE
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
Provide an overview of the project timeline. A Gantt chart should be used wherever possible.
Refer to Gantt chart template below.
Project Name: Installation of
coffee shop at the Bounce
fitness
Project Manager: <Please
fill>
Date Prepared:
Phase,
activity, task
Person
Response
.
Wor
k
effor
t
Timeline
Description
Developing
project scope
Project
manager
High
Feasibility
analysis
Finance
manager
High
Developing
project
timeline
Project
manager
Low
Identification
of human
resources
Line
manager
Low
Contract to
suppliers
Senior
manager
High
Collecting
raw
materials
Line
manager
High
Risk
management
plan
Project
manager
Low
Implementin
g security
improvement
plan
CIO High
Sourcing
other
commercial
equipments
Operation
head
Designing Line
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
café (interior
and exterior)
manager
Listing menu Line
manager
Estimating
price range
Finance
head
Original planned end date will be met +/- (n) task now (n) weeks ahead or
behind schedule C=task completed this week
for assistance
APPROVAL OF PROJECT PLAN
APPROVED BY: <PLEASE FILL>
NAME: <PLEASE FILL> SIGNATURE: <PLEASE
FILL> DATE: 9/12/2019
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
ASSESSMENT TASK 3: ADMINISTER AND MONITOR PROJECT
Assessment type
Practical activities
Assessment task description
 This is the 3rd assessment task you have to successfully complete to be deemed competent
in this unit of competency.
 You must respond to all questions and activities and submit them to your Trainer/Assessor.
 You must answer all questions to the required level, e.g. provide the number of points, to be
deemed satisfactory in this task.
 You will receive your feedback within two weeks - you will be notified by your
Trainer/Assessor when results are available.
 Where your answers are deemed not satisfactory after the first attempt a resubmission
attempt will be allowed.
Location
Level 2, 401 Sussex Street, Sydney, NSW 2000
How your trainer/assessor will assess your work?
 This assessment task requires the student to answer all the questions.
 Answers must demonstrate the student’s understanding and knowledge of the unit.
 If all assessment tasks are deemed Satisfactory (S), then the unit outcome is Competent (C).
 If at least one of the assessment task is deemed Not Satisfactory (NS), then the unit outcome
is Not Yet Competent (NYC).
Purpose of assessment
The purpose of this task is to assess the students’ skills undertaking a straightforward project or
a section of a larger project and to assess that the student has understanding in ensuring to
meet project timelines, quality standards, budgetary limits and other requirements set for the
project. Students must be assessed for understanding of:
 Administer and monitor a project
 Finalising a project
 Review a project
Resources and equipment required to complete this task
The student will have access to the following:
 Computer, Internet, MS Word
 Student Portal and Acccess to you’re assessor via student portal
 Learner Guide, PowerPoint
 Policies and procedures
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
 Simulated scenarios and simulated company provided to you via SBTA under a licence
 Exceursions (as organised by trainer and assessor if suitable)
Benchmark for Assessment
 You are expected to respond to all aspects of each question and case study. In some cases,
direction is provided on the expected length of your response. These assessments will
require a Short, Medium or Long response.
 The following is a guide to the expected number of words for each of these categories unless
otherwise indicated.
Short 50+ words
Medium 200+ words
Long 300+ words
Instructions to students
In this task you are required to demonstrate your ability to administer and monitor the project
for the coffee shop at Bounce Fitness. You will be required to take action to ensure project team
members are clear about their responsibilities, provide support, establish and maintain record
keeping systems, implement and monitor plans for managing project finances, resources,
complete and forward project report, undertake risk management and achieve project
deliverables.
Activities
3.1. Meet with the project team members and ensure they are clear about their
responsibilities and the project requirements. Document your meeting in meeting
minutes and get your team members to sign off on their responsibilities. (MEDIUM).
MEETING MINUTES
Purpose, Objectives and Elements of the Meeting: The main purpose of the meeting is to
identify the project requirements,
respective roles and responsibilities that
each project team associates are needed to
serve. The work distributions are done
based on skills and knowledge of the
project team associates.
The objectives and elements of the meeting
are-
 To discuss the project
objectives
 The development phases
those will be followed
throughout the project
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
development life cycle period.
 To identify the potential risks
that may break off the project
success
Attendees: Level 2, 401 Sussex Street, Sydney, NSW
2000 (conference hall)
Date and time of meeting: 7/28/2019, 1AM
Venue: conference hall
General Business and topics discussed:
,
8/2/2019Responsibiliti
es:
Names and signatures and dates:, signature & date:
Name: William Watson , 8/2/2019
Name: Andrew smith , 8/3/2019
Name: Michele Jones, 8/5/2019
Name: Henry Lee, 8/6/2019
Signed and dated: W. Watson , 8/2/2019
A. Smith , 8/3/2019
M. Jones, 8/5/2019
Henry Lee, 8/6/2019
3.2. Read the scenario below and explain how you are going to support Samantha in
meeting the project timelines and communicate with external stakeholders. (MEDIUM).
Scenario
Whilst the coffee shop is being built and the project is underway, one of your project team
members, Samantha who is supposed to research some coffee machines which needs to
integrated into the coffee shop. Samantha is also required to source the coffee beans in the
aim of obtaining the coffee machine for free. Samantha seems a bit disorganised and the
information was supposed to be collected and presented to the Centre Manager by last week.
As the Centre Manager you know that Samantha is very capable however needs some sport
and assistance to get the required information. However, Samantha is finding it difficult to
communicate with representative and getting them to come in on time.
Design a list of activities and put them into a flowchart so that you can demonstrate
your process of supporting Samantha in meeting the project timelines and
communicate with external stakeholders. (MEDIUM).
 Identification of project objectives
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
 Developing organized project plan
 Implementing best suited communication approach
 Organizing and arranging meeting
 Periodic update
 Training and development plan
 Training requirements
3.3. Design a records management procedure for this project as to how you are going
to maintain required records for the Café Shop project for Bounce Fitness. (LONG).
In order to record and manage all information successfully the project supervisor and other
team associates are required to use an information system. The system will help to store huge
set of information in the server. It will also give security to the information will implies that no
unwanted and unauthorized user will be able to access information from the server without
permission. On the other hand, this advanced record keeping system will improve the overall
operational and functional efficiency of Bunce fitness. The authorized users will be able to
access information from the server regardless of time and location.
3.4. Read the scenario below and complete the activity.
Scenario
During your weekly meeting, you have reviewed previous weeks’ records and have found that
some of the project records have not been entered into the system. You are not happy as all
records need to systematically entered and updated so that you monitor the milestones of the
project.
Discuss and explain how you as the Centre Manager will ensure that the record-keeping
system is continuously maintained. (SHORT).
The center manager will ensure that all the record keeping system is properly maintained
by the project supervisor. The main operations or functions that are followed to record the
information are insert, delete and update. The information system must have ability of auto
update. As soon as any new information are generated it must be updated to the server.
3.5. Once you have completed the project scope, and identified the resources required
for the project clarified, you need to ensure that these resources are available for you
to implement the project. Use the Project Resources Log in the following pages to
record all the resources required for the project as specified in the Project Scope
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
Statement. For the purpose of this assessment, the log must include: (LONG)
 At least two (2) physical resources
 At least two (2) human resources
 At least two (2) technical resources (only if identified in the Project Scope
Statement)
Check that these resources are available in the organisation before commencing the project.
When doing so, ensure that you have obtained permissions and made necessary
arrangements from relevant persons in the workplace to be able to access these resources.
Document the date when you checked and accessed the resources. Have a relevant person
sign off that section in the Project Resources Log. Submit the completed and signed Project
Resources Log to your Assessor for sign off.
PROJECT RESOURCES LOG
Project title: Installation of a coffee shop in Bounce fitness
Project Manager: <Please fill>
Date: 7/12/2019
Resource Quantity Available? Date
Checked
Supervisor/
Personnel
SignatureYes No
Physical resources
 Milk and water
 Refrigeration System
2
2
Y 7/15/201
9
W. Watson
Human resource
 Project manager
 Finance controller
1
1
Y 7/16/201
9
A. Smith
Technical resources
 Automatic Drip Coffee
Makers
 Security system
1
1
N 7/20/201
9
A. Smith
3.6. Refer to the previous Risk Assessment Plan you conducted in 2.4 above and review
the risk assessment plan to ensure that the project outcomes are met. Once you have
reviewed the risk assessment plan and the outcomes, you are now required to write a
report to your CEO and Board of Directors. In your report you must address the
following key points: (LONG)
a) advise them of the progress of the project
b) include in your report review pf the risk management plan
c) if the project deliverables have been achieved
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
After analyzing the potential risks that may resume the project success, it has been
identified that, overrunning budget, over allocation of resources and over running time,
lack of skilled or experienced employees and technical support are the potential risks those
are needed to be resolved by the project supervisor with advanced improvement strategies
The project team associates should follow the project development activities, time and
assigned budget for each activity and make sure that they are completing the tasks at the
assigned time and budget. The supervisor needs to develop periodic project update and
make sure that all the feedbacks are followed and updated to improve the service and
delivery quality of the project.
After reviewing the risks management plan it is determined that, the overrunning time and
budget issues can be resolved if proper feasibility analysis is reported. I order to improve
the skills and knowledge of the employee professional training and development program
are needed to be developed by the project team members.
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
ASSESSMENT TASK 4: FINALISE AND REVIEW THE PROJECT
Assessment type
Practical activities
Assessment task description
 This is the 4th assessment task you have to successfully complete to be deemed competent
in this unit of competency.
 You must respond to all questions and activities and submit them to your Trainer/Assessor.
 You must answer all questions to the required level, e.g. provide the number of points, to be
deemed satisfactory in this task.
 You will receive your feedback within two weeks - you will be notified by your
Trainer/Assessor when results are available.
 Where your answers are deemed not satisfactory after the first attempt a resubmission
attempt will be allowed.
Location
Level 2, 401 Sussex Street, Sydney, NSW 2000
How your trainer/assessor will assess your work?
 This assessment task requires the student to answer all the questions.
 Answers must demonstrate the student’s understanding and knowledge of the unit.
 If all assessment tasks are deemed Satisfactory (S), then the unit outcome is Competent (C).
 If at least one of the assessment task is deemed Not Satisfactory (NS), then the unit outcome
is Not Yet Competent (NYC).
Purpose of assessment
The purpose of this task is to assess the students’ skills undertaking a straightforward project or
a section of a larger project and to assess that the student has understanding in ensuring to
meet project timelines, quality standards, budgetary limits and other requirements set for the
project. Students must be assessed for understanding of:
 Finalising a project
 Review a project
Resources and equipment required to complete this task
The student will have access to the following:
 Computer, Internet, MS Word
 Student Portal and Acccess to you’re assessor via student portal
 Learner Guide, PowerPoint
 Policies and procedures
 Simulated scenarios and simulated company provided to you via SBTA under a licence
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
 Exceursions (as organised by trainer and assessor if suitable)
Benchmark for Assessment
 You are expected to respond to all aspects of each question and case study. In some cases,
direction is provided on the expected length of your response. These assessments will
require a Short, Medium or Long response.
 The following is a guide to the expected number of words for each of these categories unless
otherwise indicated.
Short 50+ words
Medium 200+ words
Long 300+ words
Instructions to students
In this task you are required to demonstrate your ability to finalise and review the project for the
coffee shop for Bounce Fitness. You will be required to review your budget, transition of staff,
complete project documentation, review project outcomes, involve your team members and
document lessons learnt.
4.1. Read the scenario and complete the following activities.
Scenario 1
You have met with the Financial Controller of the project to check the project budget and if
your budget is on track. During your meeting, you have identified and been informed by
your Financial Controller that there is now an increased cost for the coffee beans as the
coffee beans selected are imported of very high quality. This means the cost for the coffee
has increased over the next 12 months.
You are now required to review your budget and incorporate the increased costs of the
coffee beans and discuss it with the Financial Controller. Present the revised budget to your
CEO for sign off. Your assessor will act as the CEO and your colleague can act as the
Financial Controller. You must reverse this activity so that others get a chance to act as the
Center Manager. Use the space below to copy and paste the budget into. (MEDIUM)
It is responsibility of the financial controller to make sure that all the project requirements
and objectives are followed in details throughout the project development life cycle period. If
these are not followed accurately then the entire project will fail to meet the primary
objectives. At the primary stage a cost benefit analysis and a feasibility analysis are
conducted to ensure that whether the project is beneficial from the business perspectives or
not. It has been determined that cost assigned for the employee training is around $3000
that is needed to be reduced. If the allocated training cost is reduced then the financial
structure developed for the fitness project will become a successful.
4.2. Read scenario 2 and complete the following activities.
Scenario 1
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
You have a staff member called Lisa who is now currently working in the reception and in the
evenings works in a coffee shop to make extra money. This staff members has requested
that she would like to work in the coffee shop as she already has experience working as
Barista. You have decided that this is a good idea as she is very good at customer service
and already experience in making coffee. Lisa also holds a Barista’s Certificate.
Explain how would you transition Lisa from the reception to her new role and how would you
reassign the receptionist’s role to someone else. Use the space below for notes.(MEDIUM to
LONG).
Lisa holds an experience certificate as she worked in Barista in early days. Therefore, in order
to change the designation of Lisa from reception to coffee shop at first performance analysis
will be done by conducting technical and non technical interviews. Then the professional
trainers will train her for 3 months instead of 6 months. Before giving the final post, her
performance will be cross checked by the higher authorities.
4.3. You are now required to develop a checklist to finalise the project.
 Revisiting over the project scope, requirements and ultimate feature
 Securing signatures and project approvals
 Payment settlement
 Identification and documentation on lesson learnt
 Releasing project resources
 Finalizing reports
4.4. Now hold a final meeting with your project team and together with your team
finalise the project using the checklist. Complete a meeting minutes’ template to
demonstrate that the meeting took place. (SHORT to MEDIUM)
MEETING MINUTES
Name, Purpose,
Objectives and
Elements of the
Meeting:
The project scope, objectives and potential commercial profit that may
generate from the fitness shop are discussed in the meeting conducted.
Attendees: Project manager, line manager and employees and senior manager
Date and time of
meeting:
7/25/2019, at12 PM
Venue: Level 2, 401 Sussex Street, Sydney, NSW 2000, (Conference room)
General Business and topics discussed:
Signed and dated: Project manager <Please fill>, 2019
4.5. Attach the completed copy of your signed checklist with this task to sign off on the
project. (SHORT to MEDIUM)
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
4.6. You are now required to reflect on your project and document lessons learnt from
the project in a short report which you are to present to your CEO. Use the space
below to develop your report. The design of the report is your own. You must however
ensure that the report has an name, overview, recommendations, references to
information and evidence and conclusion. (LONG)
It has been learnt that, project scope and objectives are the most essential elements for
project success. The scope and objectives are needed to be shared and must be understood
by the employees and supervisor. In order to complete the project in assigned time and
budget proper work distribution are also mandatory based on individual’s skills and
knowledge.
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
Assessor final checklist for this assessment task
Please ensure to have this form completed by your assessor. The checklist must be uploaded
wit your submission. Without this form being completed and uploaded the assessor will not be
able to finalise marking of this task.
Assessor’s Checklist
Did the student demonstrate the following: Satisfactory
Place a tick (√)
Organise, evaluate and critique ideas and information from a range
of complex texts Yes No
Develop plans, reports and recommendations using vocabulary,
structure and conventions appropriate to text Yes No
Establish and maintains records according to organisational
requirements Yes No
Use formal and some informal, oral and written mathematical
language and representation to prepare and communicate
budgetary and financial information
Yes No
Participate in verbal discussions using clear language and
appropriate features to present or seek information Yes No
Used listening and questioning skills to seek information and
confirm understanding Yes No
Recognise and respond to organisational and legislative/regulatory
requirements Yes No
Selected and used appropriate communication protocols and
practices to ensure shared understanding of project roles and
expectations
Yes No
Used collaborative techniques to engage stakeholders in
consultations and negotiations Yes No
Developed and implemented plans to manage projects that involve
diverse stakeholders with potentially competing demands Yes No
Systematically gathered and analyses all relevant information and
evaluates options to make informed decisions Yes No
Evaluated outcomes of decisions to identify opportunities for Yes No
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
improvement
Used digital technologies and applications to access, organise and
share information Yes No
Assessment Task 1 – completed and satisfactory Yes No
Assessment Task 2 – completed and satisfactory Yes No
Assessment Task 3 – completed and satisfactory Yes No
Assessor Feedback:
Assessment Task 1
Assessment Task 2
Assessment Task 3
Assessor
signature:
Date:
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
APPENDIX 1: GANTT CHART TEMPLATE
Project Name: Project Manager: Date Prepared:
Phase,
activity, task
Person
Response
.
Work
effor
t
Timeline
Description
Original planned end date will be met +/- (n) task now (n) weeks ahead or behind
schedule C=task completed this week
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ASSESSMENT TASKS
Qualification
name/code:
BSB51918 Diploma of Leadership and Management
Cluster number and
name:
LMD 3.2 Undertake project work
Units of competency: BSBPMG522 Undertake project work
Student’s ID: Advise all students to insert their ID when submitting for marking
Assessor’s name: Ensure your name or assessor name is inserted all pages submitted
Number of weeks 5
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de Oliveira, G. F., and Rabechini Jr, R. 2019. Stakeholder management influence on trust in a
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Eskerod, P., Huemann, M., and Savage, G. 2015. Project stakeholder management—Past and
present. Project Management Journal, 46(6), 6-14.
First, M. B. 2016. Adopting a continuous improvement model for future DSM revisions. World
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Fleming, Q. W., and Koppelman, J. M. 2016, December. Earned value project management.
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Fleming, Q. W., and Koppelman, J. M. 2016, December. Earned value project management.
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Heldman, K. 2015. PMP project management professional exam deluxe study guide: updated for
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Hornstein, H. A. 2015. The integration of project management and organizational change
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Kendrick, T. 2015. Identifying and managing project risk: essential tools for failure-proofing your
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Mok, K. Y., Shen, G. Q., and Yang, J. 2015. Stakeholder management studies in mega
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Schwalbe, K., 2015. Information technology project management. Cengage Learning.
Todorovic, M.L., Petrović, D.Č., Mihić, M.M., Obradović, V.L. and Bushuyev, S.D., 2015. Project
success analysis framework: A knowledge-based approach in project management. International
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