Project Planning Templates for BSBPMG522 Undertake Project Work

This document presents a comprehensive set of project planning templates designed for the BSBPMG522 Undertake Project Work unit. It begins with an initiation and scope section, including a detailed project brief outlining the project's purpose, rationale, title, objectives, background, and strategic context. A communication plan is also provided, detailing communication strategies, frequency, and methods. The planning phase is addressed with a project plan serving as the basis for project monitoring and control. The document further covers the implementation, monitoring, and finalization stages, including a budget variation report. The project brief template covers all aspects, including scope, in-scope and out-of-scope items, assumptions, and constraints. Stakeholder analysis and roles and responsibilities are also covered, ensuring all aspects of the project are addressed. The project details include a project scope document, stakeholder analysis, and a communication plan, offering a holistic approach to project management.

Project Planning Templates
BSBPMG522 Undertake project work

Table of Contents
1.1.1 – Initiation and scope......................................................................................3
Project brief........................................................................................................3
Communication plan ..........................................................................................6
2.1.2 – Planning......................................................................................................11
Project plan
The project plan is the basis for monitoring and controlling the project. All
project information is consolidated to date, forming the basis for monitoring
and controlling once implementation of the project commences.....................12
3.1.3 – Implementation...........................................................................................22
4.1.4 – Monitoring..................................................................................................24
5.1.5 – Finalising and review.................................................................................25
Budget variation report
The project budget is a prediction of the costs associated with a particular
project. These costs include labour, materials, and other resources required to
complete the project..........................................................................................25

1. 1.1 – Initiation and scope
Project brief
Project purpose and rationale
The project purpose is to effectively build customer goodwill and then satisfy
obligations with regards to legal and ethical viewpoints. The main rationale behind
undertaking project is to inform agents of obligations and standards with respect to
WHS and anti-discrimination legislation. Furthermore, promoting high standards
with regards to REIV Code of Conduct. To inform clients, tenants and potential
tenants by disclosing commitments of MLR. Moreover, to accomplish employee and
client buy-in for initiative in a better manner. Thus, it can be justified that for
enhancing customer satisfaction, this program will be initiated for delivering project
in stipulated time.
Project title
“To promote business commitments to clients by complying with legal and
ethical obligations.”
Project purpose
The need and purpose of this project is to get in comply with legal and ethical
obligations for providing property and rentals with utmost care by relying on REIV
code of conduct. It can be ascertained by maintaining legal standards, business will
be able to increase its customer base as they will become satisfy in the best manner
possible. Moreover, by complying with allocated roles and responsibilities of
directors and intended personnels, MLR will be able to create healthy goodwill
among customers and will accomplish desired project deliverables by maximising its
customer base.
Background and strategic context
The background to project is to deliver healthy property dealing and rentals
for tenants, agents and clients in the best manner possible. It requires that business
must provide with deliverables in order to attain strategic plans as legal and ethical
obligations are of utmost important to be prioritised in effective manner. It means that
business will be able to get proper scheduling of activities so that adequate
deliverables may be provided to project stakeholders. As an external consultant, it is
the duty of Project Manager to offer desired deliverables to MLR so that it can create
adequate goodwill among the customers.
Priority
The urgency of project is definitely to provide the deliverables to MLR so that
project may be handed over to increase its customer satisfaction and enlarge its
goodwill. Moreover, proper scheduling of activities are to be made which will help to
complete project on time. It is important because gathering and maintaining adequate
customer base is a need of hour. Moreover, legal and ethical obligations are also
important so that project may be delivered in a timely manner.

BSBPMG522A Undertake project work Project Planning
Templates
Related projects
The projects undertaken in the past were related to construction segment,
maintenance fo IT projects etc. These projects were effectively completed in due time
and handed over to clients. However, there are no related projects currently in hand
which might affect current project of conducting program for tenants, clients and
agents regarding quality standards and different obligations. Moreover, if any similar
projects arises in between, surety will be made to complete project with desired team
members and clash would be avoided in a better manner. Moreover, it can be
ascertained that in accordance to scheduled activities, project will be completed.
Project client/owner
The Project client in accomplishing MLR's project program is Sam Smith. He
is a crucial person who will undertake project mainly during project development and
implementation which is utmost important for the success of project. Project manager,
often lack support from customer's organization top management. Thus, Sam Smith
will provide better services during project to make it a success quite effectually.
Project sponsor
Project Sponsor is a person who provides funds in a better manner. Peter
Fernandis is sponsor of project. Moreover, he is obliged and overall accountability
for project. The project sponsor is concerned with ensuring that project delivers
business benefits as agreed when contract was made. The funds are required in every
project and would be required in this project. For attaining desired funds, project
sponsor will be contacted for making available adequate amount of funds for getting
delivery of completed project to MLR as per the agreed contract.
Project manager
The task of Project Manager is to effectively meet the stated activities which
are scheduled in the best manner possible. To manage intended tasks and complete
project without any constraints is the task of manager. For conducting this project,
Tim Mitchell is assigned the designation of Project Manager who posses diversified
experience in accomplishing and managing large scale projects. The expertise will
help to complete project within stipulated time and project deliverables will be
handled to the company for enhancing its customer's satisfaction and creating
goodwill.
Project status
The status of project has been decided in advance. It will be undertaken in end
of February 2019. The decisions are made already as overall roles and
responsibilities have been provided to staff or workforce which will undertake the job
in accordance to their assigned duty. The work already done in relation to project is
that WBS (Work Breakdown Structure) has been made by making few activities and
remaining will be completed in few days. This will help to get a proper estimate
regarding when will project be delivered attaining project scope quite effectually.
There are assumptions that project will get completed without shortcomings from the
project staff having assigned their roles. Constraint is a time as many activities are to
be completed within time boundation.

Special provisions
Appropriate ethical and legal regulations will be followed without any
shortcomings regarding complying with regulations.
Project approvals
Add any signatures that are required for approval to proceed to the next phase.
Project Manager Project Sponsor
Project Client/Owner Other
Project Title: Project Client: D
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Project Sponsor: Project Manager: File Name: Page x of
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Project scope document
This template is a tool that can be used with key stakeholders to clearly define the
logical boundaries of the project. Ensure that you note any requirements that are out
of scope to achieve absolute clarity about what is and is not covered by this project,
and to avoid the potential for problems later on.
In Scope Out of scope
(exclusions)
Assumptions Constraints
Communicating
legal and REIV
obligations
Other legal
obligations which
are out of purview
of project
WHS policy, quality
and ethical
standards must be
governed.
Properly
accomplishing
project by
simultaneous focus
on all obligations
Inform clients, Not guiding them to Stakeholders will be Funding is secured

BSBPMG522A Undertake project work Project Planning
Templates
agents and tenants
regarding MLR
commitments
make in depth
analysis of future
scope of Australian
property and lease
industry
involved in meeting
and supporting
program quite
effectively.
only for 3 months.
Promoting high
standards of
professional code of
conduct
Not including
professional code of
conduct out of REIV
policies.
Proper scheduling
of activities will
complete work on
time.
Not all stakeholders
will get actively
involved in project.
Stakeholder analysis
Use this template to identify areas, groups or individuals who may participate in, or
are affected by, the project. Include everyone who has a vested interest. A useful
question to ask is: ‘What will make this project a success for you?’
Name Work area Stakeholder type
(client, end-user)
Impact on/by project,
requirements, success
criteria
Sam Smith Achieve targets
and increase
customer's
satisfaction
Owner Medium impact on
success
Peter
Fernandis
Address need of
customers for
making available
funds on time
Sponsor Higher impact on
success
All team
members
Expand and
retain individual
skill levels
Team members Medium+ impact
Tim Mitchell Managing project
as per schedules
Project Manager Higher impact

Project Title: Project Client: D
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Project Sponsor: Project Manager: File Name: Page x of
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Communication plan
What Who Purpose When/
frequency
Type/methods
Initiatio
n
meeting
Project Team For proceeding
with program
plan
As needed Email and Share
points
Distrib
ute
project
initiatio
n plan
Project
Manager
For clarifying
scheduled
activities of
project
On weekly basis Email
communication
Project
kick-off
Project Team For executing
project
As soon as
project activities
are scheduled
Through Share
points
Status
reports
Project
Manager
For
ascertaining
current state of
project
On weekly basis Meetings
Team
meeting
s
Project
Manager
For analysing
project
shortcomings if
any
Once in every
four days
Through Email

BSBPMG522A Undertake project work Project Planning
Templates
What Who Purpose When/
frequency
Type/methods
Sponso
r
meeting
s
Project Sponsor For
ascertaining
current state of
funding being
used judiciously
Once in five
days
Meetings and
Emails
Project Title: Project Client: Date:
Version:
Project Sponsor: Project Manager: File Name: Page x of y

Roles and responsibilities
It is important to identify who the major players are on the project. List the major
project roles, responsibilities and the actual people involved. Add in any additional
roles as required.
Role Name/s Responsibilities Signature/s
(if required)
Project client/owner
The person who requires
the project to be
undertaken.
Sam Smith Complying with
commercial realty,
WHS regulations
and related real
estate disclosure
requirements
Project sponsor/project
director/project board
Senior management of the
project. Accountable for
the success of the project.
Has the authority to
commit resources.
Peter
Fernandis
To provide full
funding support to
the program,
approve and
rationalise budget
Project manager
Person responsible for
running the project on a
day-to-day basis within
defined authorities for cost
and schedule as agreed
with the project
sponsor/board.
Tim Mitchell Coordinating and
managing project
work as per the
stated project
deliverables
Manager of the project
manager
The operational/line
manager who the project
manager reports to on a
day-to-day basis.
Max Lionel Managing
performance all the
team members
Project team members
Staff who will be working
on the project.
Kim Sweeney Coordinating with
each members and
helping to
continuous improve
upon their
productivity

BSBPMG522A Undertake project work Project Planning
Templates
Steering committee/
working party
To provide advice and
recommendations.
Les Goodale Responsible for
welfare of staff and
meeting stated
targets of project.
Project Title: Project Client: Date:
Version:
Project Sponsor: Project Manager: File Name: Page x of
y
Project snapshot
The project snapshot summarises the purpose, deliverables, stakeholders, resources,
risks, interdependencies and success criteria of the project.
Project snapshot
Name of project: “To promote business commitments to clients by complying with
legal and ethical obligations.”
Project purpose:
The need and purpose of this project is to get in comply with legal and ethical
obligations for providing property and rentals with utmost care by relying on REIV
code of conduct. It can be ascertained by maintaining legal standards, business will
be able to increase its customer base as they will become satisfy in the best manner
possible. Deliverables with timeframes
Communicating legal and REIV
obligations- It will be accomplished
within 1 month
 Inform clients, agents and tenants
regarding MLR commitments- It will
take nearly 20 days
 Promoting high standards of
professional code of conduct- It will
take around 15 days.
Stakeholders
Peter Fernandis is the Sponsor of project
and Tim Mitchell is Project Manager of
the project which is under the duty to
provide desired work for MLR so that it
may be able to attain higher efficiency
and gain customer satisfaction in the best
manner possible. Stakeholders will be
able to attain project on time. The
tenants, clients and agents will be
impacted up to a major extent and as a
result, project will be a success.
Resources
There are various resources which will be
required in order to accomplish project in
the best manner possible. It includes
dedicated workforce, equipments for
organising smooth program for customers,
facilities and IT software. Moreover,
Risks
The risks in the project are limitations of
resources, deadlines are to be required to
be met, however, this constraint also
prevails in the project. Moreover, budget
issue is also prevailing because project is
funded for limited time period. Cost

adequate funds will be provided in order to
attain funding requirements.
overruns is another risk pertaining to the
project which means that if project does
not finish on time, project will have to
incur more amount. This means that more
costs would be incurred.
Interdependencies
It can be ascertained that
interdependencies are identified. The
groups of key stakeholders, system
interfaces are also part of
interdependencies. Moreover, similar
projects are not under the purview of
project and as a result, business will be
able to attain stated project deliverables in
effective manner. On the other side,
business would prioritise projects so as to
make sure that scheduled activities are met
according to plan.
Success criteria
The success criteria will be identified
which means that project should provide
all the deliverables which are already
stated in project scope. It can be further
analysed that success can be evaluated
when deliverables are provided
according to stipulated time frames. If
cost-overruns occurs, then project failure
will prevail. However, project would
attain success by offering deliverables in
timely manner.
Project Title: Project Client: Date:
Version:
Project Sponsor: P
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File Name:

BSBPMG522A Undertake project work Project Planning
Templates
2. 1.2 – Planning
Work breakdown structure
A work breakdown structure (WBS) in project management is a tool used to define
and group the project’s discrete work elements (or tasks) in a way that helps organise
and define the total work scope of the project. The WBS is a dynamic tool and can be
revised and updated as needed by the project manager.
Level 1 Level 2 Level 3
Task 1 Identify stakeholders
1.1 Tenants
Item 1.1.1 Informing
rentals
Item 1.1.2 Information on
MLR commitments
Item 1.1.3 Consulting on
real estate
1.2 Agents
Item 1.2.1 Providing
training for cracking
property deals
Item 1.2.2 Making aware of
regulation and client
practice
Item 1.2.3 Consulting on
diversified services
Task 2 Clients and
Taskforce
2.1 Clients
Item 2.1.1 Consulting on
rental/lease properties
Item 2.1.2 Assigning roles
to persons
Item 2.1.3 Undertaking
training for clients
2.2 Training to workforce