BM562 Project Portfolio: LSST Client Project Management & Reporting
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AI Summary
This BM562 project portfolio documents the entire lifecycle of a project undertaken for LSST (London School of Science and Technology), a privately managed college with multiple campuses. The portfolio includes key elements such as the initial client brief, exploration and agreement of the brief, a detailed project plan with updates, a signed partnership agreement, minutes from team, client, and supervisor meetings, showcase evidence, and a final report evaluating the project's problem statement, research, solutions, outcomes, and handover. The final report follows a structured approach based on the Consulting Life-Cycle, emphasizing an evaluative perspective suitable for the client. Furthermore, the portfolio incorporates a client reference providing feedback on the team's performance and suggestions for improvement, along with a group log detailing individual contributions to the project. The project aims to address LSST's need to enhance its competitive advantage in the education sector by improving customer value and attracting more students.
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BM562 CW1 Project Portfolio 2021-22
CW1
BM562 Project Portfolio
Submitted in part fulfilment of BM562 module projects
CW1
BM562 Project Portfolio
Submitted in part fulfilment of BM562 module projects
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BM518 CW2 Project Portfolio 2021-22
Submission Components
To achieve a pass this portfolio must contain all the following elements:
1. The Project Portfolio GROUP/INDIVIDUAL (80% Group Portfolio
and 20% Client Reference)
This project effectively encompasses the reporting of the management of the
whole project. You are asked to compile a portfolio of evidence to show how
you ran the project from inception to completion. This is highly prescribed in
terms of the tasks you need to accomplish and the evidence you need to
provide.
Submitted in part fulfilment of BM562 module projects
Submission Components
To achieve a pass this portfolio must contain all the following elements:
1. The Project Portfolio GROUP/INDIVIDUAL (80% Group Portfolio
and 20% Client Reference)
This project effectively encompasses the reporting of the management of the
whole project. You are asked to compile a portfolio of evidence to show how
you ran the project from inception to completion. This is highly prescribed in
terms of the tasks you need to accomplish and the evidence you need to
provide.
Submitted in part fulfilment of BM562 module projects

BM562 CW1 Project Portfolio 2021-22
1. Each task must be completed.
2. The overall Portfolio will be marked according to the assessment criteria
grid.
3. The overall Portfolio will be assessed at 80% of the coursework 1 mark.
4 The Client Reference will carry 20% of the mark for coursework 1. Clients
will be encouraged to provide individual feedback
Submitted in part fulfilment of BM562 module projects
1. Each task must be completed.
2. The overall Portfolio will be marked according to the assessment criteria
grid.
3. The overall Portfolio will be assessed at 80% of the coursework 1 mark.
4 The Client Reference will carry 20% of the mark for coursework 1. Clients
will be encouraged to provide individual feedback
Submitted in part fulfilment of BM562 module projects

BM562 CW1 Project Portfolio 2021-22
Client Project Brief
The brief taken from Blackboard may be used for this element of the portfolio.
LSST is a long established privately managed college in the Academic sector and has four campuses
in the areas of London: Wembley, Elephant & Castle, Luton and Birmingham. At present time the
College has 4000 students studying courses on Business and Management, Health and Social Care
and IT and Computing.
Student fees are paid via the Public Purse and specifically via the Student Loan Company where
students need to apply for eligibility.
The college’s vision and mission statement and organizational values are:
Vision:
To support individuals of all backgrounds, abilities and aspirations in order to fulfil their potential
through learning, achievement and progression.
Mission:
To be recognised as a leading provider of further and higher education that is inclusive, inspiring and
free from barriers to learning.
Values:
Transparency, accountability, integrity, professionalism and excellence.
Submitted in part fulfilment of BM562 module projects
Client Project Brief
The brief taken from Blackboard may be used for this element of the portfolio.
LSST is a long established privately managed college in the Academic sector and has four campuses
in the areas of London: Wembley, Elephant & Castle, Luton and Birmingham. At present time the
College has 4000 students studying courses on Business and Management, Health and Social Care
and IT and Computing.
Student fees are paid via the Public Purse and specifically via the Student Loan Company where
students need to apply for eligibility.
The college’s vision and mission statement and organizational values are:
Vision:
To support individuals of all backgrounds, abilities and aspirations in order to fulfil their potential
through learning, achievement and progression.
Mission:
To be recognised as a leading provider of further and higher education that is inclusive, inspiring and
free from barriers to learning.
Values:
Transparency, accountability, integrity, professionalism and excellence.
Submitted in part fulfilment of BM562 module projects
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BM562 CW1 Project Portfolio 2021-22
Exploration and agreement of the brief from first meeting with client
Date:
Present:
Absent:
What is the problem(s) or issue that the client needs to address?
Heavy competition in educational sector and attracting more students to join the campus of
LSST.
Why is s/he focusing on this problem?
In order to gain competitive advantage the client is focusing on competition issues.
Further background information about the company/competitors/customers etc, relevant to the
problem
London school of science and technology is one of the most popular college situated in the
UK providing various types of academic facilities for the betterment of students career. LSST
wants to increase brand awareness in order to compete against its competitors such as
regent college and global banking school.
Key deliverables/What would be a ‘successful’ outcome for the client, by the end of the
project?
By entering in competitive market in order to gain competitive advantage just by increasing
customer values.
Concerns/limitations raised by the client (e.g. costs, client availability)
Due to heavy competition, Students unavailability at the campus is one of the major
limitation/concern raise by the client.
Concerns raised by the consulting team
Uncertainty about the future and changing trends in educational field is one of the major
concern raised by the consulting team.
What actions were agreed and what are the deadlines for these?
To provide benefits and introduce professional qualification course to students.
To increase product course portfolio and specialist qualifications in order to convenience
students.
Next client meeting date (or schedule of dates).
Exploration and agreement of the brief from first meeting with client
Date:
Present:
Absent:
What is the problem(s) or issue that the client needs to address?
Heavy competition in educational sector and attracting more students to join the campus of
LSST.
Why is s/he focusing on this problem?
In order to gain competitive advantage the client is focusing on competition issues.
Further background information about the company/competitors/customers etc, relevant to the
problem
London school of science and technology is one of the most popular college situated in the
UK providing various types of academic facilities for the betterment of students career. LSST
wants to increase brand awareness in order to compete against its competitors such as
regent college and global banking school.
Key deliverables/What would be a ‘successful’ outcome for the client, by the end of the
project?
By entering in competitive market in order to gain competitive advantage just by increasing
customer values.
Concerns/limitations raised by the client (e.g. costs, client availability)
Due to heavy competition, Students unavailability at the campus is one of the major
limitation/concern raise by the client.
Concerns raised by the consulting team
Uncertainty about the future and changing trends in educational field is one of the major
concern raised by the consulting team.
What actions were agreed and what are the deadlines for these?
To provide benefits and introduce professional qualification course to students.
To increase product course portfolio and specialist qualifications in order to convenience
students.
Next client meeting date (or schedule of dates).

Submitted in part fulfilment of BM562 module projects

BM562 CW1 Project Portfolio 2021-22
Project plan
Note: Although you do not need to create a full Gantt chart, you still need to show
clearly which tasks are to be undertaken, by when and by whom.
Two updates on the original project plan should be inserted in your portfolio too.
Submitted in part fulfilment of BM562 module projects
Project plan
Note: Although you do not need to create a full Gantt chart, you still need to show
clearly which tasks are to be undertaken, by when and by whom.
Two updates on the original project plan should be inserted in your portfolio too.
Submitted in part fulfilment of BM562 module projects
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BM562 CW1 Project Portfolio 2021-22
Partnership agreement
This should contain the detailed ground rules and performance management
process which your team will follow, to ensure all consultants in the team are
performing. Guidance for developing this will have been given in lectures. You
may use the agreement that you developed in Semester One, or add to this with
the agreement of all members of the team.
Submitted in part fulfilment of BM562 module projects
Partnership agreement
This should contain the detailed ground rules and performance management
process which your team will follow, to ensure all consultants in the team are
performing. Guidance for developing this will have been given in lectures. You
may use the agreement that you developed in Semester One, or add to this with
the agreement of all members of the team.
Submitted in part fulfilment of BM562 module projects

BM562 CW1 Project Portfolio 2021-22
Minutes of team, client and supervisor meetings
It is fine to develop your own templates, but the minimum information required is;
Minutes of (Team/Client/Supervisor) Meeting (state which it is)
Date :
Present:
All members were present
Absent:
Minutes of last meeting
Are these accepted as a correct record?
yes
Brief summary of any points arising
Agenda
1 discussed about increase marketing
2 to improve customer value
3 discuss about how to attract students
For each agenda item:
Actions agreed and deadlines
Date of next meeting
Submitted in part fulfilment of BM562 module projects
Minutes of team, client and supervisor meetings
It is fine to develop your own templates, but the minimum information required is;
Minutes of (Team/Client/Supervisor) Meeting (state which it is)
Date :
Present:
All members were present
Absent:
Minutes of last meeting
Are these accepted as a correct record?
yes
Brief summary of any points arising
Agenda
1 discussed about increase marketing
2 to improve customer value
3 discuss about how to attract students
For each agenda item:
Actions agreed and deadlines
Date of next meeting
Submitted in part fulfilment of BM562 module projects

BM562 CW1 Project Portfolio 2021-22
Showcase evidence
If this takes place ‘virtually’ we will need the slides which you presented, and any other
supporting materials.
If this takes place ‘physically’ ,include photos of your stand and any other supporting
materials.
Submitted in part fulfilment of BM562 module projects
Showcase evidence
If this takes place ‘virtually’ we will need the slides which you presented, and any other
supporting materials.
If this takes place ‘physically’ ,include photos of your stand and any other supporting
materials.
Submitted in part fulfilment of BM562 module projects
Secure Best Marks with AI Grader
Need help grading? Try our AI Grader for instant feedback on your assignments.

BM562 CW1 Project Portfolio 2021-22
Final report – 2500 words +/- 10%
Your report should adopt an evaluative approach and be structured as detailed below. This
structure applies ideas from the Consulting Life-Cycle chapter (Chapter 5) from O’Mahoney and
Markham (2013).
Your report should use line and a half spacing and be suitable for sending to the client as
well as for inclusion in the portfolio. Careful attention should be paid to presentation,
spelling and grammar, as would be the case if you were paid consultants.
Note that each section of the report builds on the previous one(s) so if you divide the work up
between you, you need to be careful that there is a logical progression of argument.
Problem Statement
Briefly explain the problem or issue that your client wanted you to address (once the brief had been
clarified after your initial meetings).
Use pages 142-143 of O’Mahoney and Markham (2013) to help identify what should be in a
problem statement. (See Project Brief folder for this document).
Research
Summarise what research (secondary and primary) you planned and undertook, to help respond to
the problem/understand more about it.
Solutions
Evaluate and rank the solutions that your team offered, making clear links between your research
findings and your suggestions.
Be as specific as you can s e.g. ‘The primary research showed that 80% of the target group do not
use Facebook, but two thirds do use xyz platform on a weekly basis and this is why route abc is
recommended’.
Outcomes
Summarise what you have delivered to and achieved for the client, in relation to the business
problem (identified in the problem statement).
Handover
Briefly comment on anything that the client needs to do to implement the agreed solution(s) or
continue to focus on, now that the project has been completed.
References
Your reference list should include all sources mentioned in the report.
No appendices are required to the report element itself, but you can add Appendices to the
Portfolio (see last page). You should aim, though, for the report to work as a ‘standalone’
document’, where the client could assess your contribution to his/her business without
seeing the whole of the rest of the portfolio.
Submitted in part fulfilment of BM562 module projects
Final report – 2500 words +/- 10%
Your report should adopt an evaluative approach and be structured as detailed below. This
structure applies ideas from the Consulting Life-Cycle chapter (Chapter 5) from O’Mahoney and
Markham (2013).
Your report should use line and a half spacing and be suitable for sending to the client as
well as for inclusion in the portfolio. Careful attention should be paid to presentation,
spelling and grammar, as would be the case if you were paid consultants.
Note that each section of the report builds on the previous one(s) so if you divide the work up
between you, you need to be careful that there is a logical progression of argument.
Problem Statement
Briefly explain the problem or issue that your client wanted you to address (once the brief had been
clarified after your initial meetings).
Use pages 142-143 of O’Mahoney and Markham (2013) to help identify what should be in a
problem statement. (See Project Brief folder for this document).
Research
Summarise what research (secondary and primary) you planned and undertook, to help respond to
the problem/understand more about it.
Solutions
Evaluate and rank the solutions that your team offered, making clear links between your research
findings and your suggestions.
Be as specific as you can s e.g. ‘The primary research showed that 80% of the target group do not
use Facebook, but two thirds do use xyz platform on a weekly basis and this is why route abc is
recommended’.
Outcomes
Summarise what you have delivered to and achieved for the client, in relation to the business
problem (identified in the problem statement).
Handover
Briefly comment on anything that the client needs to do to implement the agreed solution(s) or
continue to focus on, now that the project has been completed.
References
Your reference list should include all sources mentioned in the report.
No appendices are required to the report element itself, but you can add Appendices to the
Portfolio (see last page). You should aim, though, for the report to work as a ‘standalone’
document’, where the client could assess your contribution to his/her business without
seeing the whole of the rest of the portfolio.
Submitted in part fulfilment of BM562 module projects

BM562 CW2 Project Portfolio 2021-22
Client Reference
What feedback would you like to give the whole group on what they did well for you?
The support and service provided by the firm helps us to understand overall
customer experience at large. I really appreciate you how team used to keep me up to
date on projects and task. With the support I am able to coordinate with our
stakeholders that helped me to complete the process on time.
What feedback would you like to give the whole group on what they could have done better
for you?
Thank you for taking extra effort to make sure that the team work can build support to us.
Team has gone above and beyond to support us in a timely manner I would like to take this
kind of support in near future.
Please can you give each member of the team a mark out of 10 for their contribution
to your project. (4 out of 10 is our pass mark)
Member 1- 7 out of 10
Member 2- 8 out of 10
Member 3- 6 out of 10
Member 4- 7 out of 10
Member 5 – 8 out of 10
What advice would you give this group on improving their employability?
It is advisable to keep learn teamwork skills by having advance education and
training sessions and improve communication skills to work effectively and become
Client Reference
What feedback would you like to give the whole group on what they did well for you?
The support and service provided by the firm helps us to understand overall
customer experience at large. I really appreciate you how team used to keep me up to
date on projects and task. With the support I am able to coordinate with our
stakeholders that helped me to complete the process on time.
What feedback would you like to give the whole group on what they could have done better
for you?
Thank you for taking extra effort to make sure that the team work can build support to us.
Team has gone above and beyond to support us in a timely manner I would like to take this
kind of support in near future.
Please can you give each member of the team a mark out of 10 for their contribution
to your project. (4 out of 10 is our pass mark)
Member 1- 7 out of 10
Member 2- 8 out of 10
Member 3- 6 out of 10
Member 4- 7 out of 10
Member 5 – 8 out of 10
What advice would you give this group on improving their employability?
It is advisable to keep learn teamwork skills by having advance education and
training sessions and improve communication skills to work effectively and become

self-motivated towards task which help team members to enhance employability and
team work.
Are you willing to offer another project next year?
Yes, we would like to offer another project next year.
Submitted in part fulfilment of BM562 module projects
team work.
Are you willing to offer another project next year?
Yes, we would like to offer another project next year.
Submitted in part fulfilment of BM562 module projects
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BM562 CW1 Project Portfolio 2021-22
Group log
For this, you just need to make clear, who did which sections of the portfolio. You can complete or
adapt the table below to show this. Please all sign the Group Log, to show that you consider it an
accurate record.
TASK Completed by ID numbers
1 Copy of original brief provided by the client
2 Exploration and agreement of brief, expectations and
outcomes of the project following first meeting with
client
3 Detailed Project Plan with monthly updates
4 Signed Partnership Agreement
5 Minutes of all team meetings
6 Minutes of all supervisor meetings
7 Minutes of all client meetings
8 Showcase evidence
9 Final report suitable for sending to the client
10 CLIENT REFERENCE and assessment
(This is worth 10% of the final mark of this submission)
11 Group log of portfolio contributions
12 Any further Appendices which add value to the portfolio
Please print name and sign
………………………………………….. …………………………………………..
………………………………………….. …………………………………………..
………………………………………….. …………………………………………..
………………………………………….. …………………………………………..
………………………………………….. …………………………………………..
Additional Appendices are optional:
Consultancy team - Please add as final Appendices any relevant additional
information you think adds value to your submission and make sure that you
cross reference these in your report.
Group log
For this, you just need to make clear, who did which sections of the portfolio. You can complete or
adapt the table below to show this. Please all sign the Group Log, to show that you consider it an
accurate record.
TASK Completed by ID numbers
1 Copy of original brief provided by the client
2 Exploration and agreement of brief, expectations and
outcomes of the project following first meeting with
client
3 Detailed Project Plan with monthly updates
4 Signed Partnership Agreement
5 Minutes of all team meetings
6 Minutes of all supervisor meetings
7 Minutes of all client meetings
8 Showcase evidence
9 Final report suitable for sending to the client
10 CLIENT REFERENCE and assessment
(This is worth 10% of the final mark of this submission)
11 Group log of portfolio contributions
12 Any further Appendices which add value to the portfolio
Please print name and sign
………………………………………….. …………………………………………..
………………………………………….. …………………………………………..
………………………………………….. …………………………………………..
………………………………………….. …………………………………………..
………………………………………….. …………………………………………..
Additional Appendices are optional:
Consultancy team - Please add as final Appendices any relevant additional
information you think adds value to your submission and make sure that you
cross reference these in your report.
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