Legal and Ethical Obligations to Maintain Investment

Project Planning
Templates
BSBPMG522 Undertake project
work

Table of Contents
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
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BSBPMG522 Undertake project work Project Planning Templates
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BSBPMG522A Undertake project work Project Planning Templates
1.3 – Implementation
Change requests
Change request – Project
Issued by General operation manager
Item affected Budget and timeline
Nature of
change
requested
Budget exceeded by 3000 that has to be controlled
and compressed to $15,000
Reason for
change
To maintain the investment done earlier
Impact on scope The time may change and also resource allocation
done earlier will be updated
Impact on
budget
The new budget will again exceed if resource
allocation is changed
Impact on
schedule
It will take additional time and instead of 8 months
the project will take 9 or 10 months to get completed
Change
authorised:
Yes Adj. completed
Date: 24/3/2020
Adj. final
budget: $
Signed:
John Miller
Signed
Max Lionel
Signed
Kim Sweeney
Signed
Les Goodale
Date-25/2/2020 Date-20/2/2020 Date-28/2/2020 Date- 30/2/2020
Project Title: Execution of new
program maintaining Legal and ethical
obligations for Max Lionel Reality
Project Client:
Max Lionel
Reality
Date: 20/1/2020
Version: 1.0
Project
Sponsor: Max
Lionel
Project
Manager: John
Miller
File Name: : Change
request file
Page x
of y
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BSBPMG522A Undertake project work Project Planning Templates
Issues log
In this template all issues are treated as risks. They should be recorded when they
arise, assigned a number and responsibility, a recovery strategy or alternate path
agreed, acted upon and recorded when closed.
Item Strategy Date logged Date resolved
Insufficient
communication
Use of open
communication
12/2/2020 22/2/2020
Incorrect
resource
allocation
standard
resource
allocation
strategies
20/2/2020 25/2/2020
Inaccurate
feasibility report
Feasibility report
presentation
26/2/2020 28/2/2020
Overrunning
budget
Budget
estimation
20/3/2020 22/4/2020
Lack of skill
among project
team
On job training
program
evaluation
12/5/2020 22/5/2020
Not enough of
security in the
operation and
application
security standard
implementation
28/5/2020 22/7/2020
Signed:
Project
Manager
Signed:
Sponsor
Signed:
Client
Signed:
Date: Date: Date: Date:
Project Title: Execution of new
program maintaining Legal and ethical
obligations for Max Lionel Reality
Project Client:
Max Lionel
Reality
Date: 20/1/2020
Version: 1.0
Project
Sponsor: Max
Lionel
Project
Manager: John
Miller
File Name: Issue log
report
Page x
of y
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BSBPMG522A Undertake project work Project Planning Templates
1.4 – Monitoring
Status update report
This is one example of a status report. The preferred format should be negotiated
with the project sponsor.
Status report – Project
Item Work
complet
ed to-
date
Milesto
ne date
Revised
/ actual
date
Budget
ed cost
Revis
ed/
actual
cost
Responsi
ble
Risk
managemen
t plan
25/2/20
20
27/2/20
20
28/2/20
20
$6500 $5000 General
operatio
n
manager
and
finance
manager
stakeholder
assessment
and
engagement
plan
30/3/20
20
5/3/202
0
6/3/202
0
$5000 $5500 finance
manager
Improved
communicati
on strategies
3/3/202
0
10/3/20
20
20/3/20
20
$5000 $4500 finance
manager
implementat
ion of
advanced
marketing
and
promotional
strategies
5/5/202
0
15/6/20
20
23/6/20
20
$3000 $3400 General
operatio
n
manager
and
finance
manager
Project Title: Execution of new program
maintaining Legal and ethical obligations
for Max Lionel Reality
Project Client:
Max Lionel
Reality
Date:
20/1/2020
Version: 1.0
Project Sponsor: Max
Lionel
Project
Manager: John
Miller
File Name: Status
update report file
Page x
of y
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BSBPMG522A Undertake project work Project Planning Templates
1.5 – Finalising and review
Budget variation report
Project name:
Income Budget Actual %
Variation
$60,00
0
$60,000 6%
Total income
Expense Budget Actual %
Variation
Resource cost (human) $3000 $3500 5%
REIV based training cost $4000 $4500 5%
hardware cost $3500 $4000 5%
Software cost $4500 $4000 -5%
Subtotal $15,00
0
$16,000 10%
TOTAL $15,00
0
$16,000 10%
Project Title: Execution of new
program maintaining Legal and ethical
obligations for Max Lionel Reality
Project Client:
Max Lionel
Reality
Date: 20/1/2020
Version: 1.0
Project
Sponsor: Max
Lionel
Project
Manager: John
Miller
File Name: Budget
variation report
Page x
of y
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BSBPMG522A Undertake project work Project Planning Templates
Post-project review meeting
Post-Project Review Meeting – Agenda
Topic: Execution of new program maintaining Legal and
ethical obligations for Max Lionel Reality
Speaker Time
Brief overview of project:
Purpose of project, major accomplishments, comments.
Project
Manager
15
mins
Review by team:
Goals, objectives, deliverables, schedule, budget, and
success criteria (Were they met, partially met, or
missed?).
All 25
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 25
mins
Lessons learned All 20
mins
Next steps All 15
mins
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BSBPMG522A Undertake project work Project Planning Templates
Project Title: Execution of new
program maintaining Legal and ethical
obligations for Max Lionel Reality
Project Client:
Max Lionel
Reality
Date: 20/1/2020
Version: 1.0
Project
Sponsor: Max
Lionel
Project
Manager: John
Miller
File Name: Post review
file
Page x
of y
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BSBPMG522A Undertake project work Project Planning Templates
Handover report
Handover report
Initial overall
objectives
Agreed changes to
objectives
Final agreed deliverables
Item Budgeted cost Final
cost
Schedule
date
Final date
Resource cost
(human)
$3000 $3500 24/5/202
0
28/5/2020
REIV based training
cost
$4000 $4500 28/5/202
0
1/5/2020
hardware and
software cost
$3500 $4000 30/6/202
0
5/7/2020
Total $15,000 $16,00
0
27/8/20
20
27/8/202
0
Issues summary
Item Strategy Date
logged
Date
resolved
Risk log Risk log will identify the
issues and their
respectively mitigation
strategies as well
24/3/202
0
25/3/2020
Issue log report Identify the probable
issues
26/2020 28/4/2020
project status report Periodic presentation of
the project status report
25/5/202
0
26/5/2020
Documents attached
No. 1 Title- Final draft project document
John Miller
____________________
Project Manager
Max Lionel
_____________________
Project Sponsor
Max Lionel Reality
_____________________
Project Client
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BSBPMG522A Undertake project work Project Planning Templates
Project Title: Execution of
new program maintaining
Legal and ethical
obligations for Max Lionel
Reality
Project Client:
Max Lionel
Date: 20/1/2020
Version: 1.
Project Sponsor:
Max Lionel
Project
Manag
er: John
Miller
File Name: Handover report Page x of
y
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BSBPMG522A Undertake project work Project Planning Templates
Post-project review report
This template can be used to guide you through the process of conducting a post-
project review. This template can be used to document the key learning in terms
of what worked well and what could have been improved.
Post-Project Review Report
Name of project: Execution of new program maintaining Legal and ethical
obligations for Max Lionel Reality
Date and location of meeting: 24/4/2020, Conference room,
Names of attendees: Project manager, clients, general operation manager
and agents
1. Overview by Project Manager:
The project manager John Miller is expecting to complete the project by 8 months
and within the budget of $15,000. This new program will help the project team
associates realize what standard code of conduct and ethical considerations will be
followed by the project team. It will also help the employees and clients realize the
commitment of Max Lionel Reality.
2. Review by team of goals, objectives/deliverables and schedule as
outlined in project plan
 To use different media or platform to promote the updates
 To update the commitment of Max Lionel Reality towards their tenants
and clients and other agents
 To promote the standard code of conduct that Max Lionel will follow
throughout
Met Missed Partially
met
Comments
Project goal/s YES NO YES NA
Objectives/deliverables YES N O YES NA
 Update promotion
 Updated commitment
 Followed the standard
code of conduct that
Max Lionel will follow
throughout
YES NO YES NA
The project has to be delivered
within 8 months
YES N O YES NA
Success criteria YES NO YES NA
In order to realize that the YES N O YES NA
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BSBPMG522A Undertake project work Project Planning Templates
project is successful the project
manager and team associates
should complete the project in
8 months in the budget of
$15,000 following all standard
code of ethics and legal
obligations
Schedule YES NO YES NA
YES N O YES NA
Budget NO YES NO NA
3. What worked well; what could have gone better?
Worked well Could have gone better
Risk management plan Yes
Communication strategies Yes
Quality improvement plan Yes
4. Lessons learned
REIV code of conduct
Importance of project management areas
5. Next steps / improvement plans
Employee retention strategies
Continuous project improvement planning
Project Title: Execution of new
program maintaining Legal and
ethical obligations for Max Lionel
Reality
Project Client:
Max Lionel
Date: 20/1/2020
Version: 1.
Project
Sponsor: Max
Lionel
Project
Manager: John
Miller
File Name: Post-project
review report
Page x
of y
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BSBPMG522A Undertake project work Project Planning Templates
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