Initiation and scope Templates

Project Planning
Templates
BSBPMG522 Undertake project
work

Table of Contents
1.1 – Initiation and scope........................................................................1
Project brief........................................................................................ 1
Project scope document.........................................................................2
Stakeholder analysis..............................................................................3
Communication plan (example)................................................................4
Roles and responsibilities.......................................................................5
Project snapshot.................................................................................. 6
1.2 – Planning......................................................................................... 7
Work breakdown structure.....................................................................7
Project plan........................................................................................ 8
Gantt chart....................................................................................... 12
Activities schedule.............................................................................. 13
Budget............................................................................................. 14
Risk register...................................................................................... 15
Risk assessment form..........................................................................16
1.3 – Implementation............................................................................17
Change requests................................................................................ 17
Issues log......................................................................................... 18
1.4 – Monitoring.................................................................................... 19
Status update report...........................................................................19
1.5 – Finalising and review....................................................................20
Budget variation report........................................................................20
Post-project review meeting.................................................................21
Handover report................................................................................ 22
Post-project review report....................................................................23

BSBPMG522 Undertake project work Project Planning Templates
Page 1 of 17

BSBPMG522 Undertake project work Project Planning Templates
1.1 – Initiation and scope
Project brief
Project purpose and rationale
Project title
Organizing program for Max Lionel Realty (MLR)
Project purpose
The organization “MLR” wants to implement a program in order to develop proper
good-will for the clients and for keeping the organization satisfied in context to
both legal as well as ethical based obligations.
Background and strategic context
Max Lionel Realty (MLR) is generally founded in 2008 by one of the property
developers that is Max Lionel. The company presently employs 100 people out
them 80 are agents of real estate who are licensed. The main mission of the
organization is to get highest return from the clients for delivering proper client
experience. In addition to this, in context to strategic, the organization wants to
achieve both its mission as well as vision by engaging the customers as well as
clients and well as by building goodwill reputation for integrity.
Priority
This project is the first priority before the organization in order to inform the
different agents about ethical obligations and for successfully encouraging high
standards for proper professional conduct.
Related projects
No such type of projects is undertaken in the past which are connected with the
implementation of the program in order to develop customer good-will and for
informing clients about the MLR commitments.
Project client/owner
The client is the person who generally wants to undertake the entire project
successfully so that the various goals and objectives of the project can be
achieved effectively.
Project sponsor
The project sponsor mainly funds the amount of money that is needed in order to
make an effective arrangement about the program in order to create proper
client-based goodwill and for keeping the organization satisfied in context to legal
as well as ethical related obligations. Additionally, they align the project with the
goals, objectives as well as business strategies.
Project manager
They help in organizing a program so that the legal as well as ethical obligations
of the customers get satisfied. In addition to this, they take the responsibility of
activity and resource planning, controlling time management as well as proper
estimation of the project budget.
Project status
Page 2 of 17

BSBPMG522 Undertake project work Project Planning Templates
It is decided that the program will be organized within 35 days by utilizing budget
of around $15,000. The project status helps in showcasing that both the initiation
as well as planning phase of the project is complete. Moreover, the project
manager creates an assumption according to which the entire work of the project
generally gets finished as per the initial planning and the project team members
will be able to manage the hurdles of the project efficiently.
Special provisions
The different types of provisions which are undertaken are:
 Health and safety: The organization wants to promote both health as
well as safety of the workers in the workplace so that so accidents issue
would occur. Additionally, the team members must work ethically in the
project for avoiding ethical issues.
 Culture of workplace: It is quite necessary to develop proper working
culture such that the project workers can be capable of managing the
project work quite efficiently.
Project approvals
.
<Please fill> <Please fill>
Project Manager Project Sponsor
<Please fill> <Please fill>
Project Client/Owner Other
Project Title: Organizing program for
Max Lionel Realty (MLR)
Project Client:
<Please fill>
Date: 20-01-
2020
Version:
Project
Sponsor: Max
Lionel
Project
Manager:
<Please fill>
File Name: BSBPMG522
Undertake project work
Page x
of y
Project scope document
In Scope Out of scope
(exclusions)
Assumptions Constraints
In-scope of the
project include:
 Organizing
a program
for MLR
 Informing
clients as
well as
tenants
Out of scope
includes:
 The facility of
training is not
given to the
workers
 Project related
information is
not given to the
suppliers.
The assumptions
include:
 Proper
arrangement for
the program will
generally get
completed
within $15,000.
 The
stakeholders
The constraints
are mainly listed
below:
 Increase of
project
budget can
cause
financial
issue.
 Lack of
Page 3 of 17

BSBPMG522 Undertake project work Project Planning Templates
 Promoting
different
types of
professional
conduct
will be helpful in
executing the
project within
the time-period
 Execution of all
the activities of
the project will
be done within
35 days.
management
knowledge
within the
team leaders
can block the
project
progress.
Project Title: Organizing program for
Max Lionel Realty (MLR)
Project Client:
<Please fill>
Date: 20-01-
2020
Version:
Project
Sponsor: Max
Lionel
Project
Manager:
<Please fill>
File Name: BSBPMG522
Undertake project work
Page x
of y
Stakeholder analysis
Name Work area Stakeholder
type (client,
end-user)
Impact on/by
project,
requirements,
success criteria
Pat
They take the
responsibility of
managing
commercial realty
aspects and also
assists in
successful
managing different
types of commercial
agents.
Manager of
commercial realty
The work activities related
with commercial gets
managed effectively.
Sam Lee
They help
managing
residential realty
and provides help
to residential
agents.
Manager of
residential realty
The work activities which
are associated with
residential realty gets
managed effectively.
Kim
They take the
responsibility of
effectively
managing the
operations.
Operational
manager
The program for creating
goodwill among the
customers gets
implemented on time.
Candidate 1 The project Project manager They help in directing and
Page 4 of 17

BSBPMG522 Undertake project work Project Planning Templates
manager is
responsible for
directing and
managing the
project work
managing the project so
that it gets executed on
time.
Candidate 2 They help in
implementing
proper rules,
regulations as well
as code of conduct.
Legal manager They want to implement
proper rules and
regulations for avoiding
code of conduct.
Candidate 3 They take proper
responsibility of
supervising the
project work
Supervisor The supervisors generally
guide the project team and
assures that the project
work will be properly done.
Project Title: Organizing program for
Max Lionel Realty (MLR)
Project Client:
<Please fill>
Date: 20-01-
2020
Version:
Project
Sponsor: Max
Lionel
Project
Manager:
<Please fill>
File Name: BSBPMG522
Undertake project work
Page x
of y
Communication plan
What Who Purpose When/
frequency
Type/
methods
Project
kick off
informa
tion
All stakeholders Proper
information
about the
project roles of
stakeholders are
provided.
Before starting
of the project.
Report
Status
report
All project
stakeholders
Significant
information
about the
project progress
is generally
conveyed to the
stakeholders
During the
project progress
Progress report
is provided with
the help of
email.
Team
meeting
s
To the project
team
The team
leaders discuss
the problems
due to which
the project is
facing delay.
Weekly Face to face
conversation
Page 5 of 17

BSBPMG522 Undertake project work Project Planning Templates
What Who Purpose When/
frequency
Type/
methods
Sponsor
meeting
s
Financial
manager
The sponsor
provides details
about the
funded budget
to the
managers such
that the entire
project get
accomplished
within that
budget.
Once Meeting
Project Title: Organizing program for
Max Lionel Realty (MLR)
Project Client:
<Please fill>
Date: 20-01-
2020
Version:
Project
Sponsor: Max
Lionel
Project
Manager:
<Please fill>
File Name: BSBPMG522
Undertake project work
Page x
of y
Page 6 of 17

BSBPMG522 Undertake project work Project Planning Templates
Roles and responsibilities
Role Name/s Responsibilities Signature/s
(if required)
Project client/owner <Please fill> The clients want to
undertake the project
such that the goals of
Max Lionel realty can
be fulfilled.
<Please fill>
Project sponsor/project
director/project board
<Please fill> They fund budget for
the project and
assists in providing
accounting success to
the entire project.
<Please fill>
Project manager <Please fill> They direct, plan as
well as manages the
activities of the
program so that the
clients can be
informed about the
plan.
<Please fill>
Manager of the project
manager
<Please fill> They assists in
finishing the work on
time so that the
organized program
helps in
communicating legal
obligations.
<Please fill>
Project team members <Please fill> The team members
help in promoting
professional conduct
and inform different
agents about legal
and ethical
obligations.
<Please fill>
Steering committee/
working party.
<Please fill> They give advice as
well as
recommendations for
successful project
execution.
<Please fill>
Project Title: Organizing program for
Max Lionel Realty (MLR)
Project Client:
<Please fill>
Date: 20-01-
2020
Version:
Project
Sponsor: Max
Project
Manager:
File Name: BSBPMG522
Undertake project work
Page x
of y
Page 7 of 17

BSBPMG522 Undertake project work Project Planning Templates
Lionel <Please fill>
Project snapshot
Project snapshot
Name of project: Organizing program for Max Lionel Realty (MLR)
Project purpose:
The main purpose of the project is to create effective goodwill for different
customers and to effectively develop legal as well as ethical based obligations in
order to develop a program. This program will be organized for informing the
clients and for maintaining proper quality standards for the different
deliverables for successfully achieving client-based initiative.
Deliverables with timeframes
Deliverables Start Finish
Informing the
agents about
legal
obligations
Mon 10-
02-20
Tue 11-02-
20
High standards
promotion
Mon 10-
02-20
Tue 11-02-
20
Informing
clients
Wed 12-
02-20
Wed 12-02-
20
Developing
posters
Wed 12-
02-20
Thu 13-02-
20
Videos for
professional
illustration
Thu 13-
02-20 Fri 14-02-20
Literature and
flyer
development
Fri 14-
02-20
Thu 20-02-
20
Webpage
development
Mon 17-
02-20
Thu 20-02-
20
Training Fri 21-
02-20
Wed 26-02-
20
Undertaking
presentation
Fri 21-
02-20 Fri 21-02-20
Creating proper
ethical charter
Thu 27-
02-20 Fri 28-02-20
Stakeholders
The stakeholders mainly include:
 Sponsor
 Project manager
 Supervisor
 Legal manager
 Manager of residential realty
 Manager of commercial realty
Resources
The different resource include:
Cashflow: Budget of around $15,000
is funded for organizing the program
Human resources: The human
resources include:
 Sponsor
 Project manager
Risks
The risks that are mainly associated
with the entire project are elaborated
below:
Resource limitation: If the resources
that is required for the arrangement of
the program is not in proper quantity
then the project faces resource
limitation and due to which delay can
Page 8 of 17

BSBPMG522 Undertake project work Project Planning Templates
 Supervisor
 Legal manager
 Manager of residential realty
 Manager of commercial realty
Equipment’s: It mainly includes
software, computers, hard disk and
more.
occur.
Deadlines: Deadline issue occur due
to inappropriate tracking and it further
block the progress of the project and
increases required financial budget.
Budget: Lack of budget estimation
while undertaking the project can
cause a lot of financial hurdles during
the project progress.
Interdependencies
The project is mainly dependents on
the human resources as well as
financial resources. If both of the
resources are used properly then the
project can gets accomplished on
time.
Success criteria
The ways through which the project
can be made successful are listed
below:
 Defining the needs and
requirements of the project
properly in the initial phase.
 Ensuring proper involvement of the
workers for making sure that the
entire work will get accomplished
within the time as estimated.
 Ensuring proper communication
with the team members of the
project.
Project Title: Organizing program for
Max Lionel Realty (MLR)
Project Client:
<Please fill>
Date: 20-01-
2020
Version:
Project
Sponsor: Max
Lionel
Project
Manager:
<Please fill>
File Name: BSBPMG522
Undertake project work
Page x
of y
Page 9 of 17

BSBPMG522 Undertake project work Project Planning Templates
1.2 – Planning
Work breakdown structure
Level 1 Level 2 Level 3
Implementation of
program for Max
Lionel realty
Initiation phase
Developing the
business plan
Undertaking proper
feasibility study
Developing charter for
the project
Appointing project
team
Planning phase
Developing the project
plan
Developing resource
plan
Developing financial
plan
Developing quality
management plan
Project design phase
Developing the design
phase of the project
Getting approval
Approval received
Project development
phase
Page 10 of 17

BSBPMG522 Undertake project work Project Planning Templates
Informing the agents
about legal obligations
High standards
promotion
Informing clients
Developing posters
Videos for professional
illustration
Literature and flyer
development
Webpage
development
Training
Undertaking
presentation
Creating proper ethical
charter
Evaluation and project
closure phase
Undertaking
evaluation
Reviewing project
Undertaking
stakeholder sign off
Developing
documentation
Project Title: Organizing program for
Max Lionel Realty (MLR)
Project Client:
<Please fill>
Date: 20-01-
2020
Version:
Project
Sponsor: Max
Lionel
Project
Manager:
<Please fill>
File Name: BSBPMG522
Undertake project work
Page x
of y
Page 11 of 17

BSBPMG522 Undertake project work Project Planning Templates
Project plan
Project title: Organizing program for Max Lionel Realty (MLR)
Project purpose
The main purpose is to organize a program in order to create an effective
goodwill for the clients and for making the organization satisfied in context
to both legal as well as ethical based obligations in order to effectively
promote a number of professional conducts.
Background and strategic context
Max Lionel realty (MLR) which is one of the organizations that engages in
property-based sales and rentals on the behalf of a number of clients. In
addition to this, the organization also get engaged within a number of
investment related activities including property as well as land
development. The strategic context of the organization includes:
 Getting successfully engaged with the different clients as well as
customers
 Building proper goodwill as well as reputation in context to integrity
 Development of high performance as well as proper profitable
organization.
Project objective
The objectives include:
 To organize a program in order to give proper information related with
ethical and legal obligations
 To successfully promote different types of standards in context to
various professional conduct.
 To accomplish employees as well as client-based buy-in initiative.
Scope including key deliverables
In scope
 Development of program
 Informing agents and clients
 Preparing presentation
 Videos for professional illustration
 Literature and flyer development
 Webpage development
Out of scope
 The facility of workshop as well as training will not organized for the
project team
Page 12 of 17

BSBPMG522 Undertake project work Project Planning Templates
 Details of the suppliers are generally not given in the project
documentation.
Page 13 of 17

BSBPMG522 Undertake project work Project Planning Templates
Assumptions
The assumptions include:
 Proper arrangement for the program will generally get completed within
$15,000.
 The stakeholders will be helpful in executing the project on time.
Constraints
The constraints include:
 If the budget that is assigned for the project is incorrect then it will be
quite difficult to finish the entire project as the project generally faces
financial issues.
 Lack of proper management strategies cause delay in the project
which further block the project progress.
Deliverables
The deliverables include:
 Informing the agents about legal obligations
 High standards promotion
 Informing clients
 Developing posters
 Videos for professional illustration
 Literature and flyer development
 Webpage development
Governance
Figure 1: Organizational chart
(Source: Created by Author)
Page 14 of 17

BSBPMG522 Undertake project work Project Planning Templates
Project client/owner
The owner is the individual who generally wants the program to be
organized effectively within the time and budget that is assumed for
properly informing the clients about different types of legal and ethical
related obligations.
Project sponsor
The sponsor generally helps in funding the project and is quite helpful in
aligning the entire project with the business strategy. Moreover, it helps in
defining the project success quite effectively.
Project Manager
The project manager organizes a proper program in order to develop
customer goodwill and is helpful in aligning the project with the and
generally assists the team members for effective activity and resource
planning. In addition to this, it helps in controlling time management and
generally assists in estimating the cost of the project.
Project team members
The team members include:
 Sponsor
 Project manager
 Supervisor
 Legal manager
 Manager of residential realty
 Manager of commercial realty
Key stakeholders
The key stakeholders include:
 Pat
 Candidate 1
 Candidate 2
 Sam Lee
 Kim
 Candidate 3
Schedule
Item Milestone date Responsibility
Initiation phase of the
project
Completion of
initiation phase
Manager of the
project
Project planning phase Completion of
planning phase
Manager of the
project
Page 15 of 17

BSBPMG522 Undertake project work Project Planning Templates
Designing phase Completion of
design phase
Designer, organizer
Development phase Completion of
development phase
Kim, sam lee and
Pat
Project evaluation and
closure phase
Completion of
evaluation and
closure phase
Manager of the
project
Resource and cost plan
Deliverable/milestone/
phase
Resource Cost
Initiation phase of the
project Human resource $14,00
Project planning phase Human resource $1, 240
Designing phase Human resource $440
Development phase Human resource
and material
resource
$11,080
Project evaluation and
closure phase Human resource $840
Project risk assessment
Risk Level
(high/medium/low)
Management strategy
Schedule slippage High Use of Earned value
analysis for tracking the
project schedule ad
voiding delay.
Budget shortfall High Effective use of
resources minimizes
budget related issue.
Lack of experienced team
members
Medium Hiring experienced team
members within the
project for effective
project management
Quality management plan
Item from WBS Agreed quality
standard
Recovery procedure
Development of project
resource plan
Experienced
resources should be
hired for the project
Providing proper
training facility so
that they can handle
Page 16 of 17

BSBPMG522 Undertake project work Project Planning Templates
the project work
effectively.
Design of the project Proper
development of
project design
Properly checking
the quality standards
after creating design
for the project.
Communications and reporting
Stakeholder Information
required
When
required
Format
Financial
manager
Discussion about
the money which is
assigned for
undertaking the
project.
Progress of
the project
Meeting
Project manager Discussion about
the goals and
project objectives.
Kick off
phase
Meeting
Designer Discussing the
shortfalls of the
design which is
created
During the
progress of
the project
Email
Page 17 of 17

BSBPMG522 Undertake project work Project Planning Templates
Controls
Figure 2: Status of the project
(Source: Created by Author)
Project approvals
<Please fill> <Please fill>
Project Manager Project Sponsor
<Please fill> <Please fill>
Project Client/Owner Other
Project Title: Implementation of a
program by Max Lionel Realty.
Project Client:
<Please fill>
Date: 20-01-
2020
Version:
Project
Sponsor: Max
Lionel
Project
Manager:
<Please fill>
File Name: BSBPMG522
Undertake project work
Page x
of y
Page 18 of 17

BSBPMG522 Undertake project work Project Planning Templates
Gantt chart
Figure 3: Gantt chart
(Source: Created by Author)
Activities schedule
Phases
and
activiti
es
Respon
sible
Effort
Started
Deadlin
e
Actuall
y
comple
ted
Status
Implementation
of program for
Max Lionel
Realty
32
days
Mon 20-
01-20
Tue 03-
03-20 50% On
Schedule
Initiation
phase 6 days Mon 20-
01-20
Mon 27-
01-20 100% Complete
Developing
the business plan Candidate 1 2 days Mon 20-
01-20
Tue 21-
01-20 100% Complete
Undertaking
proper feasibility
Candidate 2 1 day Wed 22-
01-20
Wed 22-
01-20
100% Complete
Page 19 of 17

BSBPMG522 Undertake project work Project Planning Templates
study
Developing
charter for the
project
Candidate 1 2 days Thu 23-
01-20
Fri 24-01-
20 100% Complete
Appointing
project team Candidate 1 1 day Mon 27-
01-20
Mon 27-
01-20 100% Complete
Planning
phase 6 days Tue 28-
01-20
Tue 04-
02-20 100% Complete
Developing
the project plan Candidate 3 1 day Tue 28-
01-20
Tue 28-
01-20 100% Complete
Developing
resource plan Candidate 2 2 days Wed 29-
01-20
Thu 30-
01-20 100% Complete
Developing
financial plan Candidate 2 2 days Fri 31-
01-20
Mon 03-
02-20 100% Complete
Developing
quality
management plan
Candidate 1 1 day Tue 04-
02-20
Tue 04-
02-20 100% Complete
Project design
phase 3 days Wed 05-
02-20
Fri 07-02-
20 100% Complete
Developing
the design phase
of the project
2 days Wed 05-
02-20
Thu 06-
02-20 100% Complete
Getting
approval Candidate 3 1 day Fri 07-
02-20
Fri 07-02-
20 100% Complete
Approval
received Candidate 1 1 day Fri 07-
02-20
Fri 07-02-
20 100% Complete
Development
phase
15
days
Mon 10-
02-20
Fri 28-02-
20 30% Future
Task
Informing the
agents about legal
obligations
Candidate 3 2 days Mon 10-
02-20
Tue 11-
02-20 100% Complete
High
standards
promotion
Candidate 1 2 days Mon 10-
02-20
Tue 11-
02-20 100% Complete
Informing
clients
Candidate 3,
Additional [1] 1 day Wed 12-
02-20
Wed 12-
02-20 100% Complete
Developing
posters Sam lee 2 days Wed 12-
02-20
Thu 13-
02-20 88% Future
Task
Videos for
professional
illustration
Kim 2 days Thu 13-
02-20
Fri 14-02-
20 38% Future
Task
Literature and
flyer development Sam lee 5 days Fri 14-
02-20
Thu 20-
02-20 0% Future
Task
Webpage
development Kim 4 days Mon 17-
02-20
Thu 20-
02-20 0% Future
Task
Training Candidate 2,
Sam lee 4 days Fri 21-
02-20
Wed 26-
02-20 0% Future
Task
Undertaking
presentation Kim 1 day Fri 21-
02-20
Fri 21-02-
20 0% Future
Task
Creating
proper ethical
charter
Pat 2 days Thu 27-
02-20
Fri 28-02-
20 0% Future
Task
Evaluation and
project closure
phase
7 days Mon 24-
02-20
Tue 03-
03-20 0% Future
Task
Undertaking 2 days Thu 27- Fri 28-02- 0% Future
Page 20 of 17

BSBPMG522 Undertake project work Project Planning Templates
evaluation 02-20 20 Task
Reviewing
project Candidate 3 1 day Mon 24-
02-20
Mon 24-
02-20 0% Future
Task
Undertaking
stakeholder sign
off
Candidate 1 1 day Mon 02-
03-20
Mon 02-
03-20 0% Future
Task
Developing
documentation Candidate 2 2 days Mon 02-
03-20
Tue 03-
03-20 0% Future
Task
Project Title: Organizing
program for Max Lionel Realty
(MLR)
Project
Client:
<Please fill>
Date: 20-01-2020
Version:
Project Sponsor:
Max Lionel
Project
Manager:
<Please fill>
File Name: BSBPMG522
Undertake project work
Project Sponsor:
Max Lionel
Budget
Project Name:
Income Inc. GST Ex. GST
Fees as well as commission that are gathered from
the clients $2,566,000
$2437700
Income from investment
$1,567,000
$1488650
COGS
$150,413
$142892.35
Total income
$3,982,587
$3783457.65
Expense Inc. GST Ex. GST
Initiation phase of the project $14,00 $14,00
Project planning phase $1, 240 $1, 240
Designing phase $440 $440
Development phase $11,080 $11,080
Project evaluation and closure phase $840 $840
Page 21 of 17

BSBPMG522 Undertake project work Project Planning Templates
Subtotal
Contingency (+10%)
TOTAL
Project Title: Implementation of a
program by Max Lionel Realty.
Project Client:
<Please fill>
Date: 20-01-
2020
Version:
Project
Sponsor: Max
Lionel
Project
Manager:
<Please fill>
File Name: BSBPMG522
Undertake project work
Project
Sponsor:
Max
Lionel
Risk register
Risk
Likelihoo
d
(H/M/L)
Impact
(H/M/L)
Risk
response
(contingen
cy
strategies)
Responsibl
e
Schedule
slippage H H
Reviewing
status report
on weekly
basis.
Project
planner
Budget shortfall
H H
The budget
of the
project must
be managed
effectively.
Financial
manager
Lack of
experienced
team members M M
Providing
training to
the project
team
HR
manager
Resource
limitation
H M
Arranging
the
resources
which are
required
HR
manager
Project Title: Implementation of a
program by Max Lionel Realty.
Project Client:
<Please fill>
Date: 20-01-
2020
Version:
Page 22 of 17

BSBPMG522 Undertake project work Project Planning Templates
Project
Sponsor: Max
Lionel
Project
Manager:
<Please fill>
File Name: BSBPMG522
Undertake project work
Project
Sponsor:
Max
Lionel
Risk assessment form
Project details
Project Name Implementation of program by Max Lionel Realty
Project Manager: <Please fill>
Risk details
Risk ID: 3
Raised by: Team members
Date raised: 22-02-2020
Description of risk:
It is analyzed that the budget that is assigned for the project is insufficient and
therefore a lot of financial issues occurs in the project.
Likelihood of risk:
High
Impact of risk:
High
Risk mitigation
Preventative actions recommended:
Estimating the needed budget properly at the initial phase will generally be
helpful in avoiding the problem of budget shortfall.
Contingency actions recommended:
Tracking project budget on daily basis will help in managing the project budget.
Approval details
Supporting documentation:
Details of any supporting documentation used to substantiate this risk.
Signature: _______________________ Date: ___ /___ /____
PLEASE FORWARD THIS FORM TO THE PROJECT MANAGER
Project Title: Organizing program for
Max Lionel Realty (MLR)
Project Client:
<Please fill>
Date: 20-01-
2020
Version:
Page 23 of 17

BSBPMG522 Undertake project work Project Planning Templates
Project
Sponsor: Max
Lionel
Project
Manager:
<Please fill>
File Name: BSBPMG522
Undertake project work
Project
Sponsor:
Max
Lionel
Page 24 of 17

BSBPMG522A Undertake project work Project Planning Templates
1.3 – Implementation
Change requests
Change request – Project
Issued by
Financial manager
Item affected The budget that is needed for organizing the program
in Max Lionel realty is insufficient and therefore the
financial manager wants more funds.
Nature of
change
requested
More project funds required for successful
implementation of the program.
Reason for
change
The change is mainly needed as more amount of
money is needed for successfully executing the
project activities.
Impact on scope
The scope of the project generally changes due to
change in the budget of the project.
Impact on
budget
The total budget that is assigned is increases.
Impact on
schedule
There is no impact on the project schedule
Change
authorised:
Yes/No Adj. completion
date:
Adj. final
budget: $
Signed:
Project
Manager
Signed
Sponsor
Signed
Client
Signed
Date Date Date Date
Project Title: Organizing program for
Max Lionel Realty (MLR)
Project Client:
<Please fill>
Date: 20-01-
2020
Version:
Page 25 of 17

BSBPMG522A Undertake project work Project Planning Templates
Project
Sponsor: Max
Lionel
Project
Manager:
<Please fill>
File Name: BSBPMG522
Undertake project work
Project
Sponsor:
Max
Lionel
Page 26 of 17

BSBPMG522A Undertake project work Project Planning Templates
Issues log
Item Strategy Date logged Date resolved
Scope creep Project scope
should be
followed by the
team from
initial phase.
22-02-20 25-02-2020
Poor quality Checking the
quality of the
resources on
monthly basis.
12-02-20020 22-02-2020
Inadequate
skills
Hiring trained
and skilled team
members for
the project
01-02-2020 20-02-20
Signed:
Project
Manager
Signed:
Sponsor
Signed:
Client
Signed:
Date: Date: Date: Date:
Project Title: Organizing program for
Max Lionel Realty (MLR)
Project Client:
<Please fill>
Date: 20-01-
2020
Version:
Project
Sponsor: Max
Lionel
Project
Manager:
<Please fill>
File Name: BSBPMG522
Undertake project work
X of y
Page 27 of 17

BSBPMG522A Undertake project work Project Planning Templates
1.4 – Monitoring
Figure 4: Project status report
(Source: Created by Author)
Page 28 of 17

BSBPMG522A Undertake project work Project Planning Templates
1.5 – Finalising and review
Budget variation report
Project name:
Income Budget Actual %
Variation
Fees as well as commission gathered
from the clients $2,566,00
0
$2437700
5%
Income from investment
$1,567,00
0
$1488650
5%
COGS
$150,413 $142892.3
5
5%
Total income
Expense Inc. GST Ex. GST Variation
Project initiation phase $14,00 $14,00 N/A
Project planning phase $1, 240 $1, 240 N/A
Project design phase $440 $440 N/A
Project development phase $11,080 $11,080 N/A
Project evaluation and closure
phase $840 $840 N/A
Project Title: Organizing program for
Max Lionel Realty (MLR)
Project Client:
<Please fill>
Date: 20-01-
2020
Version:
Project
Sponsor: Max
Lionel
Project
Manager:
<Please fill>
File Name: BSBPMG522
Undertake project work
Page x
of y
Page 29 of 17

BSBPMG522A 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, comments.
Project
Manager
5 mins
Review by team:
Project goals and objectives are met
All 10
mins
What worked/what could have gone better?
Some areas to consider:
● project planning
● project management
● project scheduling and tracking
● project estimating
● communication (with team, other
groups/stakeholders, sponsor)
● risk management
● vendor management
● issues management
● stakeholder management
● resourcing
● users
● development approach:
○ methodology
○ analysis and design
○ development
○ testing
○ implementation
● training, documentation
● technology
● overall approach to project (i.e. vendor package,
staged implementation, etc.)
● production and operation support.
All 20
mins
Lessons learned All 10
mins
Next steps All 5 mins
Project Title: Organizing program for
Max Lionel Realty (MLR)
Project Client:
<Please fill>
Date: 20-01-
2020
Version:
Page 30 of 17

BSBPMG522A Undertake project work Project Planning Templates
Project
Sponsor: Max
Lionel
Project
Manager:
<Please fill>
File Name: BSBPMG522
Undertake project work
Page x
of y
Handover report
Handover report
Initial overall
objectives
The main objectives of the project are to organize a program for
improving customer goodwill and in order to inform the clients
about different types of ethical as well as legal obligations.
Agreed
changes to
objectives
Changes in the budget of the project
Final agreed deliverables
Item Budgeted
cost
Final cost Schedule date Final date
Project
initiation
phase
$14,00 $14,00 27-01-2020 27-01-20
Project
planning
phase
$1, 240 $1, 240 04-02-2020 04-02-2020
Project design
phase $440 $440 07-02-2020 07-02-2020
Project
development
phase
$11,080 $12,000 28-02-2020 28-02-2020
Project
evaluation
and closure
phase
$840 $1000 03-03-2020 03-03-2020
Total $15,000 $16,080
Issues summary
Item Strategy Date logged Date
resolved
Scope creep Project scope should be
followed by the team from
initial phase.
22-02-20 25-02-2020
Poor quality Checking the quality of the
resources on monthly basis.
12-02-20020 22-02-2020
Inadequate
skills
Hiring trained and skilled
team members for the
01-02-2020 20-02-20
Page 31 of 17

BSBPMG522A Undertake project work Project Planning Templates
project
Documents attached
No. Title
Project plan
Project charter
_<Please
fill>___________
_
Project
Manager
________<Please
fill>_____________
Project Sponsor
_________________<Please
fill>____
Project Client
Project Title: Organizing
program for Max Lionel Realty
(MLR)
Project Client:
<Please fill>
Date: 20-01-2020
Version:
Project
Sponsor: Max
Lionel
Project
Manager:
<Please
fill>
File Name:
BSBPMG522
Undertake
project work
Page x of y
Post-project review report
Post-Project Review Report
Name of project: Organizing program for Max Lionel Realty (MLR)
Date and location of meeting: 22-02-2020
Names of attendees: Project manager and team members
1. Overview by Project Manager:
The project manager reflects that the entire objectives and project goals
are met and therefore now its time to sign off the project and create
documentation for releasing the assigned resources.
2. Review by team of goals, objectives/deliverables and schedule as
outlined in project plan
Page 32 of 17

BSBPMG522A Undertake project work Project Planning Templates
Met Missed Partially
met
Comments
Project goal/s 
Objectives/deliverables 
Success criteria 
Schedule 
Budget 
3. What worked well; what could have gone better?
Worked well Could have gone better
The project is executed as per the initial
plan
If the project resources are used
properly then the entire project
would have been accomplished in
the assumed budget.
The stakeholders are experienced and
they work properly for achieving the
objectives
4. Lessons learned
It is learnt from the project that proper planning and management of project
budget is quite necessary for effective project execution.
Project Title: Organizing program for
Max Lionel Realty (MLR)
Project Client:
<Please fill>
Date: 20-01-
2020
Version:
Project
Sponsor: Max
Lionel
Project
Manager:
<Please fill>
File Name: BSBPMG522
Undertake project work
Page x
of y
Page 33 of 17

BSBPMG522A Undertake project work Project Planning Templates
Bibliography
Alias, Z., Zawawi, E.M.A., Yusof, K. and Aris, N.M., 2014. Determining
critical success factors of project management practice: A conceptual
framework. Procedia-Social and Behavioral Sciences, 153, pp.61-69.
Andersen, E.S., 2016. Do project managers have different perspectives on
project management?. International Journal of Project Management, 34(1),
pp.58-65.
Batselier, J. and Vanhoucke, M., 2015. Evaluation of deterministic state-of-
the-art forecasting approaches for project duration based on earned value
management. International Journal of Project Management, 33(7),
pp.1588-1596.
De Carvalho, M.M., Patah, L.A. and de Souza Bido, D., 2015. Project
management and its effects on project success: Cross-country and cross-
industry comparisons. International Journal of Project Management, 33(7),
pp.1509-1522.
Golini, R., Kalchschmidt, M. and Landoni, P., 2015. Adoption of project
management practices: The impact on international development projects
of non-governmental organizations. International Journal of Project
Management, 33(3), pp.650-663.
Hornstein, H.A., 2015. The integration of project management and
organizational change management is now a necessity. International
Journal of Project Management, 33(2), pp.291-298.
Joslin, R. and Müller, R., 2015. Relationships between a project
management methodology and project success in different project
governance contexts. International Journal of Project Management, 33(6),
pp.1377-1392.
Padalkar, M. and Gopinath, S., 2016. Six decades of project management
research: Thematic trends and future opportunities. International Journal
of Project Management, 34(7), pp.1305-1321.
Papke-Shields, K.E. and Boyer-Wright, K.M., 2017. Strategic planning
characteristics applied to project management. International Journal of
Project Management, 35(2), pp.169-179.
Pollack, J. and Adler, D., 2015. Emergent trends and passing fads in project
management research: A scientometric analysis of changes in the
field. International Journal of Project Management, 33(1), pp.236-248.
Qazi, A., Quigley, J., Dickson, A. and Kirytopoulos, K., 2016. Project
Complexity and Risk Management (ProCRiM): Towards modelling project
complexity driven risk paths in construction projects. International Journal
of Project Management, 34(7), pp.1183-1198.
Sánchez, M.A., 2015. Integrating sustainability issues into project
management. Journal of Cleaner Production, 96, pp.319-330
Page 34 of 17

BSBPMG522A Undertake project work Project Planning Templates
Too, E.G. and Weaver, P., 2014. The management of project management:
A conceptual framework for project governance. International Journal of
Project Management, 32(8), pp.1382-1394..
Zheng, X., Le, Y., Chan, A.P., Hu, Y. and Li, Y., 2016. Review of the
application of social network analysis (SNA) in construction project
management research. International journal of project
management, 34(7), pp.1214-1225.
Page 35 of 17