Project Portfolio for BSBWRT411 - Write Complex Documents

This project portfolio includes three vital documents for project management - Project Initiation Document, Risk Management Document, and Project Evaluation Document. It outlines the purpose, audience, organizational requirements, design, tone, and technical requirements for each document.

BSBWRT411
Write complex
documents
PROJECT PORTFOLIO
STUDENT VERSION
BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0

Contents
Section 1: Document planning 6
Section 2: Document creation and development 12
BSBWRT411 Write complex documents | 2

Student name:
Assessor:
Date:
Business this assessment is
based on:
Project management
It comprises of the use of the specific knowledge, skills tools and
technique to deliver something valuable. The current study is based
on creating three vital document that forms a vital part of project
management and supports better planning and organisation. Further,
the key issue and risk for which the current study is undertaken
comprise of meeting the issue of lack of communication within a
project management for which their documents plays a vital role.
Document 1 description: Project initiation document
It basically comprises of the guide to the project and aim at clearly
laying out the justification for a new project including its key objective.
Further, it also presents that how the project will be organised thus, it
helps to ensure that everyone goes in the right direction along with
setting better communication and coordination based on the initial
project planning.
Document 2 description: Risk management document
It forms out a vital part of project management as it supports analysis
and effective evaluation of foresee risks and supports estimate
impacts of the possible that’s along with defining the response to the
identified risk based on some effective risk management plan and
strategy.
Document 3 description: Project evaluation document
This document aims at providing a systematic and objective
assessment of the ongoing project that aum at determine the
relevance and overall level of the achievement of the project objective
and its effectiveness.
BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0

Section 1: Document planning
Document 1: Project initiation document
Document description
What type of document is this?
What’s is the document’s
purpose?
Who is the audience?
It is a kind of formal document that is designed to ensure effective
panning about the project objectives, aim and its main purpose.
The main purpose of the project initiation document is to gather and
have the key planning information about a project that helps in starting
and guiding the project on right direction. Along with this, gaining
approval from the stakeholders and other decision makes is also a key
purpose of project initiation document.
The audience for the project initiation document comprises of the key
stakeholders, board of directors and project managers who are
involved in providing approval and guidance for the project.
What are the organisational
requirements for this
document?
Outline the document design,
format, style and structure
requirements here.
What do you need to consider
about the document’s
appearance?
What type of tone are you
aiming for in the text?
The organisational requirements for the project initiation document
comprises of the deciding of the project goals, its scope, business
base, constraints, key stakeholders, risk and project control.
The basic outline for design format, style and structure of the project
initiation document comprises of the effectively declining the context,
providing the important parameters, defining the project specifiers
including a Work break down structure, defining the project
management team.
The appearance of the project initiation document needs to a clear and
attractive so that it can cater the interest of key stakeholders and
board of directors that is vital for the approval of the project.
The tone of the project initiation documents need to be very formal and
official as it is discussed and presented before the key stakeholders
and directors of the firm.
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Last Updated: July 2021, V. No. 1.0

How will this document be
sent, distributed or
communicated to its intended
audience?
The project initiation document would be physical discussed and
presented among the key stakeholders and directors in the Annual or
General Meetings to have proper discussion on start of new project.
Further, after the approval the project initiation document would be
mailed to all stakeholders and directors for having awareness and
information about the ongoing project.
Document layout and flow
Provide an overview of the
content and layout of the
document.
Are there different sub-sections
or categories to this
document? Identify them.
Include main topics and
structure of the
communication.
Consider how you will
sequence your information in a
logical flow for readability.
The Layout and flow of the project initiation document would comprise
of the
 Project Goals
 Project objectives
 Deliverables
 Milestones
 Success factors
 Key assumptions
Further, different sub heading of the above stated heading would also
be made such as project goals are further divided into short term and
long term goals.
To ensure the sequence of the information a systematic and logical
flow based on the priority and importance of the content would be
made.
Technical requirements
Outline the key features of the
word processing software you
are going to use for this
document and why you have
chosen this.
The key feature of the project initiation document comprises of the fact
that it clearly defines the both short as well as long term goals for the
organisation that meets the set procedure and success criteria of the
firm.
Attach: Documents reviewed as part of your planning
(organisational policies, procedures, Style Guide etc)
Yes, all the documents has been reviewed to ensure the
☐
BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0

meeting of the organisational policies, procedure and style
guide.
Recording of conversation with manager (if applicable) ☒
BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0

Document 2: Risk management document
Document description
What type of document is
this?
What’s is the document’s
purpose?
Who is the audience?
It is going to be a both formal as well as informal document as need
to be share and evaluated by both emolyess, worker and team
members along with the key shareholders and directors.
The main purpose of the risk management document comprises of
analysing and estimating the foresee risks, its possible impact and
defining proper response to risks.
The audience for the risk management document comprises of:
 Key project shareholders
 Project worker
 Project manager
 other Related parties
What are the organisational
requirements for this
document?
Outline the document design,
format, style and structure
requirements here.
What do you need to consider
about the document’s
appearance?
What type of tone are you
aiming for in the text?
Organisational requirement for this document comprises of effective
planning for eliminating and resolving the possible risk such as
ineffective communication and other.
Document design, format styles and structure comprises of
identification of risk along with strategy to mitigate that risk.
The appearance of the current document needs to be clear and
systematic to properly show case the possible risk and suitable
solutions.
The tone of the risk management document needs to be more
informal and clear to set out proper direction for the workers and
employees actually working at the project
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Last Updated: July 2021, V. No. 1.0

How will this document be
sent, distributed or
communicated to its intended
audience?
The current document would be sent and distributed through making
use of online distribution channels such as emails and personal
WhatsApp.
Document layout and flow
Provide an overview of the
content and layout of the
document.
Are there different sub-
sections or categories to this
document? Identify them.
Include main topics and
structure of the
communication.
Consider how you will
sequence your information in
a logical flow for readability.
Layout and flow
 Type of risk
 Outcome
 Existing risk treatment action in place
 Proposed risk treatment action to mitigate risk
 Additional resources
 Target date
 Person responsible
No sub heading would be included to maintain the clarity in the
project.
On the basis of the properly and risk severity the sequence would be
decided.
Technical requirements
Outline the key features of the
word processing software you
are going to use for this
document and why you have
chosen this.
Having information about the target date and responsible person to
resolve the risk are its key feature.
BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0

Attach: Documents reviewed as part of your planning
(organisational policies, procedures, Style Guide etc)
Yes,
☐
Recording of conversation with manager (if applicable) ☒
BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0

Document 3: Project evaluation document
Document description
What type of document is
this?
What’s is the document’s
purpose?
Who is the audience?
Formal type of document
Purpose is to evaluate about the success and relevance level of the
project
Key audience:
 Shareholders
 Team Members
 Project manager
What are the organisational
requirements for this
document?
Outline the document design,
format, style and structure
requirements here.
What do you need to consider
about the document’s
appearance?
What type of tone are you
aiming for in the text?
Rigorous analysis of the complete goals along with the objective and
activities are the key requirements of the documents.
Document design, format, style and structure requirement comprises
of direction for completion of the project, along with the option for
satisfactory or unsatisfactory option.
Use of formal tone would be made.
How will this document be
sent, distributed or
communicated to its intended
audience?
Through making use of online channels
Document layout and flow
Provide an overview of the Document layout and flow:
BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0

content and layout of the
document.
Are there different sub-
sections or categories to this
document? Identify them.
Include main topics and
structure of the
communication.
Consider how you will
sequence your information in
a logical flow for readability.
 Title of the project
 Directions and main gaols of the project
 Points at satisfactory level
 Unsatisfactory arears of project
On the basis of priority of the task and activity and its importance for
the success of project all the information would be sequenced.
Technical requirements
Outline the key features of the
word processing software you
are going to use for this
document and why you have
chosen this.
Having information about the directions and unsatisfactory points is
the key feature of the current document
Attach: Documents reviewed as part of your planning
(organisational policies, procedures, Style Guide etc)
Yes,
☐
Recording of conversation with manager (if applicable) ☒
BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0

Section 2: Document creation and development
Drafting stage
Document 1: Project Initiation document
BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0

Review the document against
the specified criteria and your
planning above. Does it meet
the criteria? If not, what
changes do you need to
make?
Attach any document
checklists used as evidence
in this section.
The specific criteria for the projects initiation document comprises of
setting out effective planning and organisation of project along with
ensuring improved communication level. The specific criteria for the
project initiation document has been achieved only need and
information about the regularity of meeting is missing that is creating
issue of ineffective communication.
Use of following checklist has been made for review of effectiveness
of project initiation document:
Basis Checklist
 Project Goals
 Project objectives
 Deliverables
 Milestones
 Success factors
 Key assumptions
 Effective
communication
 ✓
 ✓
 ✓
 ✓
 ✓
 ✓
 *
Outline any additional
information sources you used
to fill gaps or make changes
as relevant.
Use of the sources link and resources has been made to design and
come up with an effective structure and lay out of this document.
Online Resources
 Hastings, N.A.J., 2021. From Concept to Project
Approval. In Physical Asset Management (pp. 63-99).
Springer, Cham.
 Gautham, K.S., 2021. Vaccinations, Not Vaccines, Save
Lives: Quality Improvement for Newborn
Vaccination. Hospital Pediatrics, 11(5), pp.e73-e74.
Attach: Final draft document
Project Initiation document
☐
BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0

Project Goals
 Short term goals
 Long term goals
Project objectives
 xyz
Deliverables

Milestones

Success Factors

Key assumptions made

Review and approval stage
Who needs to approve this
document and how?
Attach evidence of approvals
received
The head of the project manager and the key shareholders and
directors need to approve the project initiation document.
Email
To, Sir/madam
Subject: Approval on design of the project initiation document
Can you please approve the my attach layout and design of
the project initiation document along with providing your valuable
review and feedback on it.
Thankyou.
BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0

Forwards
The structure is approved only one heading regarding the
frequency of meetings is needed to maintain the proper
communication.
What feedback / amendments
did you make in the drafting
stages? Outline these here as
relevant.
Heading for frequency of meetings is needed to have effective
communication.
What process did you follow
for checking:
 Suitability of your
developed document
including audience,
purpose, format, and
structure
 grammar, spelling and
style for accuracy and
punctuation?
 Review of the document would be made from the seniors
 Use of grammar, spelling and style of accuracy checking
software would be made along with proof reading of the work.
Attach: Final document
Project Initiation document
Project Goals
 Short term goals
 Long term goals
☐
BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0

Project objectives
 xyz
Meeting schedule

Deliverables

Milestones

Success Factors

Key assumptions made

Document checklist
Basis Checklist
 Project Goals
 Project objectives
 Deliverables
 Milestones
 Success factors
 Key assumptions
 Effective
communication
 ✓
 ✓
 ✓
 ✓
 ✓
 ✓
 *
☐
BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0

BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0

Drafting stage
Document 2: Risk management document
Review the
document
against the
specified
criteria and
your
planning
above.
Does it
meet the
criteria? If
not, what
changes
do you
need to
make?
Attach any
document
checklists
used as
evidence
in this
section.
The current risk management document is effectively meeting the set criteria as it is
providing effective evaluation of the possible risk of project along with strategy for
overcoming that risk. The only feedback and change that is been needed comprises of
the adding of the heading of ratings of the risk level to ensure better strategy planning
based on their rating and priority level.
Basis Checklist
 Type of risk
 Outcome
 Existing risk treatment
action in place
 Proposed risk
treatment action to
mitigate risk
 Additional resources
 Target date
 Person responsible
 Risk Rating
 ✓
 ✓
 ✓
 ✓
 ✓
 ✓
 ✓
 *
Outline any
additional
information
sources
you used
to fill gaps
or make
changes
as
relevant.
Use of the following online sources has been made to design the current layout:
 García, M.G. and et. al., 2021. Constructiońs health and safety Plan: The
leading role of the main preventive management document on
construction sites. Safety science, 143, p.105437.
 Samimi, A. and Samimi, M., 2021. Investigating the Strategic Concept
of Risk Management in the Stock Market and Investing. Journal of
Engineering in Industrial Research, 2(1).
BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0

Attach:
Final draft document
Typ
e of
risk
Outcom
e
Exiting
risk
treatmen
t action
Propose
d risk
treatmen
t actions
Additiona
l
resources
Targe
t date
Person
responsibl
e
☐
Review and approval stage
Who needs
to approve
this
document
and how?
Attach
evidence of
approvals
received
The project manager is going to approve this template.
Email
To, Sir/madam
Subject: Approval on design of the risk management document
Can you please approve my attach layout and design of the
risk management document along with providing your valuable
review and feedback on it.
Thankyou.
Forwards
The structure is approved only one heading regarding the
frequency and rating of the risk is needed.
What
feedback /
amendment
s did you
make in the
drafting
Addition of the risk rating is needed to be add in the risk management document based
on the above feedback that is relevant to set the severances and priority of the risk.
BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0

stages?
Outline
these here
as relevant.
What
process did
you follow
for
checking:
 Suitabili
ty of
your
develop
ed
docume
nt
includin
g
audienc
e,
purpose
, format,
and
structur
e
grammar,
spelling and
style for
accuracy
and
punctuation
?
 Review of the document would be made from the seniors
Use of grammar, spelling and style of accuracy checking software would be made
along with proof reading of the work
Final document ☐
BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0

Attach: Typ
e of
risk
Outco
me
Exiting
risk
treatme
nt
action
Ratin
gs
Propos
ed risk
treatme
nt
actions
Addition
al
resourc
es
Targ
et
date
Person
responsi
ble
BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0

Drafting stage
Document 3: Project Evaluation document
Review the document against
the specified criteria and your
planning above. Does it meet
the criteria? If not, what
changes do you need to
make?
Attach any document
checklists used as evidence
in this section.
The main purpose and specific criteria of project evaluation document
comprises of value about the success and relevance level of the
project that has been achieved by the designed document. The only
change that has been needed comprises of having a heading for
possible recommendation that can be made for having betterment in
unsatisfactory area of work.
Basis Checklist
 Title of the project
 Directions and main
gaols of the project
 Points at satisfactory
level
 Unsatisfactory arears of
project
 Recommendation for
betterment
 ✓
 ✓
 ✓
 ✓
 *
Outline any additional
information sources you used
to fill gaps or make changes
as relevant.
Use of the sources link and resources has been made to design
and come up with an effective structure and lay out of this
document.
Resources
 Page, A.P. and et. al., 2021. Public-academic
partnerships to foster use of research evidence in
improving youth outcomes: findings from document
analysis. Evidence & Policy: A Journal of Research,
Debate and Practice.
BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0

 Stinson, P.M., 2021. Document Analysis. The
Encyclopedia of Research Methods in Criminology and
Criminal Justice, 1, pp.392-394.
Attach: Final draft document
Project evaluation document
Title of the project

Directions and main gaols of the project

Points at satisfactory level

Unsatisfactory arears of project

☐
Review and approval stage
Who needs to approve this
document and how?
Attach evidence of approvals
received
It has been reviewed by the board of the directors who decide the
success level and relevance of a project.
Email
To, Sir/madam
Subject: Approval on design of the project evaluation document
Can you pleases approve my attach layout and design of the
project evaluation document along with providing your valuable
review and feedback on it.
Thankyou.
BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0

Forwards
The structure is approved only one heading regarding the
suggestion and recommendation for improvement betterment.
What feedback / amendments
did you make in the drafting
stages? Outline these here as
relevant.
Addition of the heading of the suggestion and recommendation for
improvement betterment
What process did you follow
for checking:
 Suitability of your
developed document
including audience,
purpose, format, and
structure
grammar, spelling and style
for accuracy and punctuation?
 Review of the document would be made from the seniors
Use of grammar, spelling and style of accuracy checking software
would be made along with proof reading of the work
Attach: Final document ☐
BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0

Project evaluation document
Title of the project

Directions and main gaols of the project

Points at satisfactory level

Unsatisfactory arears of project

Recommendation for betterment

BSBWRT411 - Write complex documents– PROJECT PORTFOLIO
Last Updated: July 2021, V. No. 1.0