Enable program execution

 

 

 

 

Student Assessment

 

BSBPMG630

Enable program execution

UNIT OVERVIEW

BSBPMG630 – Enable program execution

This unit describes the skills and knowledge required to establish parameters and enable a program to be undertaken effectively. It includes establishing both what the program will accomplish and how it will do so.

The unit applies to individuals who are program managers and those managing a suite of projects (a program). They operate within assigned authority levels, are responsible for own performance and sometimes the performance of others.

Individuals in this role may be operating within an organisation, business or as a consultant.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

 

Elements

To achieve competency in this unit students must demonstrate their ability to:

  1. Envision the desired future state.
  2. Shape and sustain the program execution approach.
  3. Establish program governance
  4. Review program execution

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

  • enable program execution on at least one occasion.

In the course of above, the candidate must:

  • use advanced writing skills to document business case and other planning documents
  • conceptualise, clarify, and document future state descriptions
  • monitor and evaluate processes and changed circumstances
  • negotiate vision and detail requirements with stakeholders
  • develop and document a program execution strategy, governance model and business case.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

  • methods used to construct future state scenarios
  • internal and external factors and issues likely to cause changes to:
  • desired future state
  • program execution approach
  • business case
  • business case development processes, documentation, and presentation
  • program execution approaches
  • program governance models
  • knowledge management system
  • financial, legal, and contractual obligations.

The assessment activities and information in this booklet are based on and customised from the BSBPMG630 – Enable program execution, assessment resources provided by Compliant Learning Resources. Compliant Learning Resources owns all copyright to this information and the intellectual property of this resource remains with Compliant Learning Resources.

 

INFORMATION FOR STUDENTS

General Assessment Information

This information is designed to provide you with a full overview of the tasks you need to successfully complete to be deemed competent in this unit.

You must achieve a satisfactory performance in each of the assessment tasks in order to be deemed competent in the relevant unit. Where necessary, the assessment tasks are divided into parts or steps. These are designed to take you through a step by step approach to completing the activities.

Instructions

First and foremost, please contact your assessor to discuss any necessary adjustments that may need to be made prior to completing these tasks. The instructions for each of the assessment tasks are logically sequenced. If you have any questions, contact your assessor immediately. If there is a practical component to your assessment, you will need to discuss the arrangements for its completion with your assessor in advance.

Assessment Cover Sheet

Once you have completed all of the tasks, complete the Assessment Cover Sheet, sign the declaration and forward along with your documentation to your assessor, or upload on the student portal as directed by the assessor.

Submitting Assessment Tasks

All written assessment tasks must be typed and submitted with the provided cover sheet.

Your trainer/assessor will tell you when assessments are due. It is your responsibility to ensure that assessment tasks are submitted on or before their due date.

Extensions for individual assessment tasks may be negotiated with your trainer in specific circumstances. You must request this prior to the due date, and extensions due to illness will require a medical certificate. Extensions will be confirmed by your trainer/assessor.

Where assessment tasks are submitted following the conclusion of the term without a medical certificate or extension, a late submission fee for each assessment task will be charged.

Assessment Outcomes

There are two outcomes of assessment tasks: S = Satisfactory and NS = Not Satisfactory (requires more training and experience).

You will be awarded C = Competent on completion of the unit when you have achieved S for all completed assessment tasks and by meeting all the performance criteria. If you fail to meet this requirement, you will receive the result NC = Not Competent and will be eligible to be re-assessed according to Australian Vocational Training Institute (AVTI) ‘s policy.

If you are deemed Not Competent by your assessor and require re-assessment, you will be informed of the process. A fee may be charged according to AVTI policy.

If all assessment tasks are not completed for a qualification, a certificate will not be awarded. A Statement of Attainment for completed units of competency will be provided.

Your Results

Your assessor is committed to providing you with detailed feedback on the outcomes of the assessment and will provide guidance on areas for improvement. In most instances, you should only need to complete the sections of the assessment that were deemed not satisfactory. However, it is important to remember that depending on the task, it may be necessary to repeat the whole task (for example presentations or the delivery of a training session).

You are entitled to view your results at any time by viewing them once they are uploaded on RTO Manager.

Reasonable Adjustment

AVTI supports individual differences in the learning environment and provides ‘reasonable adjustment’ in training and assessment activities to support every learner. If you have any special needs that make it difficult for you to complete your learning or assessments, you should discuss this with your assessor beforehand and will be provided with reasonable alternatives to assist you to complete the required tasks such as completing tests verbally or using an interpreter.

What happens if you do not agree with the assessment result?

If you do not think the assessment process is valid, or disagree with the decision once it is made, or believe that you have been treated unfairly, you can appeal. The first step is to discuss the matter with your trainer.

If you still do not agree with the results, refer to the AVTI Complaints and Appeals Policy and speak to the Student Services team.

Support

While we may not be in a position to assist you with language training or specific LLN training, our assessors will work with you to ensure that you are supported throughout your qualification. If you require individual tutoring this may attract an additional fee (see Student Handbook). Support may be offered by your assessor, or for more specialist support you may need to contact AVTI administration.

Plagiarism and Referencing

Plagiarism is a form of theft where the work, ideas, inventions etc. of other people are presented as your own. Information, ideas etc. quoted or paraphrased from another source, must be cited using the Harvard referencing system. Direct quotes must be acknowledged with quotation marks around the relevant words/ sentences or ideas.

You must also list the sources at the end of your assessment.

It is advisable to never copy another person’s work. Should it appear that your work has been copied or does not appear to be authentic, you will be asked to speak to your Course Coordinator and required to re-submit it. A fee may be charged according to AVTI policy. If it occurs on more than one occasion, your enrolment may be cancelled.

Contacting the RTO

If you should need further support or assistance, please do not hesitate to contact the Student Services team.

Table of Contents

                         

UNIT OVERVIEW    2

Performance Evidence  2

Knowledge Evidence  2

INFORMATION FOR STUDENTS   4

General Assessment Information  4

Instructions  4

Assessment Cover Sheet 4

Submitting Assessment Tasks  4

Assessment Outcomes  4

Your Results  5

Reasonable Adjustment 5

What happens if you do not agree with the assessment result?  5

Support 5

Plagiarism and Referencing   5

Contacting the RTO   5

Table of Contents  6

aSSESSMENT 1-Knowledge Assessment 14

Assessment 1: Knowledge Assessment– Result Sheet 24

ASSESMENT 2-Practical Assessment 25

Candidate Instructions  25

Workplace Information  25

Details of the Program You are Undertaking for This Assessment 25

Assessment Simulation  26

Overview   26

Part I. The Desired Future State  30

Task 1.1 Develop a Program Scope  30

Task 1.2 Define and Agree on the Desired Future State Description  31

Task 1.3 Identify Gaps Between Current State and Desired Future State  32

Task 1.4 Identify and Evaluate Internal and External Factors  33

Task 1.5 Agree on Desired Future State and Expected Benefits  34

Part II. The Program Execution Approach  35

Task 2.1 Develop the Program Execution Approach  35

Task 2.2 Identify, Monitor and Evaluate Internal and External Factors  36

Task 2.3 Review Program Execution Approach and Make Changes  38

Task 2.4 Communicate and Agree on Program Execution Approach  40

Part III. The Program Governance  41

Task 3.1 Develop a Business Case and Seek Approval 41

Task 3.2 Develop the Program Management Structure  42

Task 3.3 Develop Program Processes, Policies, and Procedures  43

Task 3.4 Develop the Knowledge Management System    44

Part IV. Review of Program Execution  45

Task 4.1 Finalise Financial, Legal, and Contractual Obligations  45

Task 4.2 Review and Seek Feedback on the Program Execution  46

Task 4.3 Document Program Learnings  47

Assessment Workbook Checklist 48

ASSESSMENT 2: PRACTICAL Assessment- Result Sheet 55

Instructions

The assessments in this workbook are divided into two categories: the Knowledge Assessment and the Practical Assessment.

The Knowledge Assessment is a set of general and workplace questions testing your knowledge and understanding of the general theory behind the unit.

You must answer all Knowledge Assessment Questions using your own words. However, you may refer to your Learner Guide and other relevant resources and learning materials to complete this assessment.

Some questions cover processes you will likely encounter in a workplace setting. Ideally, you should be able to answer these questions based on the processes that are currently in place in your workplace. However, if you do not currently have access to a workplace, then answer the questions based on processes that should be implemented in a typical workplace setting.

The Practical Assessment is made up of the Assessment Simulation. This assessment tests your practical skills with respect to the requirements of the relevant unit of competency.

The Practical Assessment requires you to complete and submit workplace documents and other documentation relevant to the unit of competency.

The evidence you submit must be your own work except where due reference is made and where you are required to submit supplementary workplace documents such as policies and procedures.

When completing the assessments included in this workbook:

  1. Read the instructions provided in each task carefully before attempting to complete the task. The instructions will guide you on how to answer the question or complete the task satisfactorily.
  2. Follow the steps provided in each task.
    • If the question instructs you to describe, provide a description as your response. If the question instructs you to list, provide a list as your response.
    • Where there is a number of required responses, provide the required number of responses. For example, if you are asked to list three responses, provide three responses.
  3. Ensure that all your submissions for this assessment indicate your first and last name and that these submissions have been named according to the file naming convention prescribed in each task.

 

 

The Unit of Competency

The units of competency specify the standards of performance required in the workplace.

This assessment addresses the following unit of competency:

BSBPMG630 – Enable program execution (Release 1)

  1. Envision the desired future state
  2. Shape and sustain the program execution approach
  3. Establish program governance
  4. Review program execution

A complete copy of the above unit of competency can be downloaded from the TGA website:

https://training.gov.au/Training/Details/BSBPMG630

 

The Context of Assessment

To complete the assessments in this workbook, students need to have access to their learning materials and the Internet. The Knowledge Assessment may be completed wholly at the candidate’s home or chosen place of study. The Practical Assessment must be completed in a workplace or a simulated environment.

Assessment Methods

This workbook uses the following assessment method/s:

  1. Knowledge Assessment

A set of general and workplace questions testing the candidate’s general knowledge and understanding of the general theory behind the unit.

  1. Assessment Simulation

A set of tasks or activities completed according to set instructions and guidelines to meet the requirements of the relevant unit. These tasks and activities require you to have access to a workplace or a similar environment.

Resources Required for Assessment

The Training Organisation to provide the candidate with access to/organise the following for the candidate:

  • Assessor to supervise and observe candidate as they complete assessments, where required.
    • Assessor to complete ‘Observation Forms’.
  • Workplace, or a similar environment, where the candidate can complete the assessments, and that will allow them access to:
    • Workplace policies and procedures, including:
      • Organisation’s strategic plans
      • Internal and external documentation relevant to the program, g., program scope document, program and project charters, process maps, process data, analysis of process data, supplier selection documentation, client feedback, lessons learned from previous programs, standards, regulations, legislation, risk register, risk assessments, relevant correspondence and meeting minutes, income and expenses, contracts, financial transactions, etc.

Note – Please go to the following link and you have access to following workplace documents:

https://compliantlearningresources.com.au/network/awesome-landscapes/projects/cascade-peak-bypass-project-2017/

Project name – Cascade Peak Bypass Project 2017

List of simulated workplace related documents available are:

 

You can Login to the Link by using following username and password:

 

Username: avtilearner

Password: [email protected]

 

  • Workplace templates, including:
    • Program Scope
      • Refer to document namely – Program Scope Statement v1.0.docx
    • Meeting Minutes
      • Refer to document namely – Meeting Minutes Template v1.0.docx
    • Program Internal and External Factors
      • Refer to document namely – Program Internal and External Factors v1.0.docx
    • Program Execution Approach
      • Refer to document namely – Program Execution Approach v1.0.docx
    • Program Internal and External Factors Monitoring
      • Refer to document namely – Program Internal and External Factors Monitoring v1.0.docx
    • Program Execution Approach Review
      • Refer to document namely – Program Execution Approach Review v1.0.docx
    • Program Business Case
      • Refer to document namely – Program Business Case v1.0.docx
    • Program Management Structure
      • Refer to document namely – Program Management Structure v1.0.docx
    • Process Document Template
      • Refer to document namely – Program Process Document v1.0.docx
    • Workplace personnel to participate in the projects, including:
      • Program Sponsor/s – The individual/s leading and responsible for the program outcomes.
      • Program stakeholders – Individuals that are part of the program team and contributing towards achieving the program outcomes. Those may include the program sponsor, portfolio managers, project managers, subject matter experts, and team members.

Note – refer to the following link for this information – https://compliantlearningresources.com.au/network/awesome-landscapes/files/2016/03/Cascade-Peak-Bypass-Project-Stakeholder-Analysis-v1.1.pdf

 

You can Login to the Link by using following username and password:

 

Username: avtilearner

Password: [email protected]

 

The candidate will need access to:

  • Computer with Internet, email access, and a working web browser
  • Installed software: MS Word, Adobe Acrobat Reader

Assessor Instructions

This is a compulsory assessment to be completed by all candidates. This assessment tests the candidate’s knowledge and understanding of the general theory and concepts underpinning the unit of competency [, as well as their practical skills in relation to the unit and assessment requirements].

Reasonable adjustment applies here, and while the majority of candidates will complete this assessment as a written assessment, verbal assessment may be an option for those who need it. The assessor must use the marking guide as the principal marking tool unless a reasonable adjustment is demonstrated.

The Assessor Guide provides instructions to the assessor on how to assess the candidate’s responses and performance and criteria for assessing the candidate’s responses and performance. Benchmark answers and benchmark performance are also detailed for each assessment task, setting out which key responses and skills must be included and performed, as well as indicating where flexibility is acceptable.

The number of responses required is specified in each assessment task to avoid ambiguity. In these cases, the model answer will provide a list of possible answers. For instance, if a question requires the candidate to list three examples, then their response must include three of the items listed in the model answer.

IMPORTANT:

Candidates must achieve a satisfactory result in ALL assessment tasks to be deemed COMPETENT for the unit/s relevant to this workbook.

 

ASSESSMENT DECLARATION SHEET

 

Student Name:  
Student ID:  
Contact Number:  
Email:  
Trainer / Assessor Name:  
Qualification: BSB60720 – Advanced Diploma of Program Management
Unit of Competency: BSBPMG630 – Enable program execution
Assessment:          ASSESSMENT 1-Kknowledge questions

ASSESSMENT 1-Practical Assessment

 

Due Date:   Date Submitted:  
If your assessment is being submitted after the due date, please attach a copy of the written confirmation of extension received from your assessor.
Declaration: I have read and understood the following information at the beginning of this assessment (please tick):
☐    Assessment information

☐    Submitting assessments

☐    Plagiarism and referencing

I declare this assessment is my own work and where the work is of others, I have fully referenced that material.

 

   

 

 

     
Name (please print)   Signature   Date

aSSESSMENT 1-Knowledge Assessment

    1.        List and describe four methods used to construct future state scenarios.
 
Methods Description
        i.        Consultation of experts  
      ii.        Research  
     iii.        Collection and analysis of data  
     iv.        Process mapping  

 

 

    2.        List three internal factors that can cause changes to the:

§  desired future state,

§  program execution approach, and

§  business case.

For each identified internal factor, provide an example of an issue relating to this factor that can impact the desired future state, program execution approach, and business case.

 
Internal Factors Examples of issues
        i. Desired future state:

 

Program execution approach:

 

Business case:

 

        i. Desired future state:

 

Program execution approach:

 

Business case:

 

      ii. Desired future state:

 

Program execution approach:

 

Business case:

 

 

 

    3.        List three external factors that can cause changes to the:

§  desired future state,

§  program execution approach, and

§  business case.

For each identified external factor, provide an example of an issue relating to this factor that can impact the desired future state, program execution approach, and business case.

 
External Factors Examples of issues
        i. Desired future state:

 

Program execution approach:

 

Business case:

 

        i. Desired future state:

 

Program execution approach:

 

Business case:

 

      ii. Desired future state:

 

Program execution approach:

 

Business case:

 

 

 

 

    4.        List and describe the seven processes that are part of developing a business case. List the processes in the correct order.
 
Processes Description
        i.  
      ii.  
     iii.  
     iv.  
      v.  
     vi.  
    vii.  

 

 

    5.        List five pieces of information to be included in the business case documentation of a program.
 
Business Case Documentation Information
        i.
       ii.
     iii.
     iv.
      v.
     vi.

 

    6.        Answer the following questions about business case presentations and obtaining approval.
 
        i.        List three types of stakeholders you should present the program business case to.

a.

b.

c.

      ii.        List three supporting documents you would take to the business case presentation.

a.

b.

c.

 

 

 

     iii.        List three communication skills you need to use during the presentation.

a.

b.

c.

 

    7.        List and describe three different program execution approaches.
 
Approaches Description
        i.  
      ii.  
     iii.  

 

 

 

    8.        Describe each of the different program governance roles below.
 
Roles Description
        i.        Portfolio governing body  
       ii.        Portfolio sponsor  
     iii.        Project Managers  
     iv.        Project stakeholders  
      v.        Advisory group  

 

 

    9.        What do the following key stakeholders do in the program governance models?
 
Stakeholder What do they do?
        i.        Portfolio board  
       ii.        Project board  
     iii.        Program manager  

 

 10.        List six types of information that are defined within program governance models.
 
Six Types of Information
        i.
       ii.
     iii.

 

 

 

Six Types of Information
     iv.
      v.
     vi.

 

 

 11.        List three knowledge management systems a program manager can use to share useful knowledge with program/project stakeholders, such as case studies and lessons learned.
 
Knowledge Management Systems
        i.
      ii.
     iii.

 

 

 

 12.        List three examples of financial, legal and contractual program obligations.  
   
Financial Obligations  
        i.  
      ii.  
     iii.  
Legal Obligations  
        i.  
      ii.  
     iii.  
Contractual Obligations
        i.  
      ii.  
     iii.  

 

 


Assessment 1: Knowledge Assessment– Result Sheet
Student’s name:  
Student ID:  
Assessor’s name:  
Unit of competency: BSBPMG630 – Enable program execution

 

Question Response Comment
Satisfactory Not Satisfactory
1      
2      
3      
4      
5      
6      
7      
8      
9      
10      
       11      
12      

 

Feedback to student:

 

 

 

Student’s overall performance is: ☐ Satisfactory ☐ Not Satisfactory
Is re-assessment required? ☐ Yes ☐ No
Assessor’s signature:   Date:  

ASSESMENT 2-Practical Assessment

Candidate Instructions

The Practical Assessment is a set of tasks that must be completed in a workplace or in an environment with conditions similar to that of a real workplace.

This assessment will help you demonstrate skill requirements relevant to enabling program execution.

The Practical Assessment includes the following:

  1. Assessment Simulation

A set of tasks or activities completed according to set instructions and guidelines to meet the requirements of the relevant unit. These tasks and activities require you to have access to a workplace or a similar environment.

Workplace Information

Details of the Program You are Undertaking for This Assessment

The tasks included in this Assessment Simulation must be completed within the context of a program you are managing.

For your assessor’s reference, complete the table below by providing the required details and information of the program you are undertaking for this assessment.

 
   
Candidate’s name    
Workplace/organisation    
Program name Cascade Peak Bypass Project 2017  
State/territory where the program is being undertaken  
Overview of the program  
Projects associated with this program  

 

 

Candidate’s role/title in this program  
Program sponsor/client  

Assessment Simulation

Overview

The goal of this assessment is to assess your practical knowledge and skills in:

§  Envisioning the desired future state

§  Shaping and sustaining the program execution approach

§  Establishing program governance

§  Reviewing program execution

The Assessment Simulation is divided into SIXTEEN tasks:

1.        Task 1.1 Develop a Program Scope

2.        Task 1.2 Define and Agree on the Desired Future State Description

3.        Task 1.3 Identify Gaps Between Current State and Desired Future State

4.        Task 1.4 Identify and Evaluate Internal and External Factors

5.        Task 1.5 Agree on Desired Future State and Expected Benefits

6.        Task 2.1 Develop the Program Execution Approach

7.        Task 2.2 Identify, Monitor and Evaluate Internal and External Factors

Task 2.2.1 Identify and Evaluate Internal and External Factors

Task 2.2.2 Monitor Internal and External Factors

8.        Task 2.3 Review Program Execution Approach and Make Changes

Task 2.3.1 Review Program Execution Approach

Task 2.3.2 Make Changes to Program Execution Approach

9.        Task 2.4 Communicate and Agree on Program Execution Approach

10.        Task 3.1 Develop a Business Case and Seek Approval

11.        Task 3.2 Develop the Program Management Structure

12.        Task 3.3 Develop Program Processes, Policies, and Procedures

13.        Task 3.4 Develop the Knowledge Management System

14.        Task 4.1 Finalise Financial, Legal, and Contractual Obligations

15.        Task 4.2 Review and Seek Feedback on the Program Execution

16.        Task 4.3 Document Program Learnings

The Assessment Simulation tasks must be completed for a workplace program consisting of at least two projects.

Each task comes with a set of instructions. You are to follow and perform these instructions while being observed by the assessor and submit any required documentation.

Before starting this assessment, your assessor will also discuss these tasks with you, as well as instructions and guidance for satisfactorily completing them. They will also organise the resources required for this assessment (listed below).

You are required to:

§  Complete the tasks within the time allowed, as scheduled in-class roll.

§  Review the instructions in each task included in this Assessment Simulation.

§  Envision the desired future state.

§  Shape and sustain the program execution approach.

§  Establish program governance.

§  Review program execution.

§  Perform the workplace task according to the instructions provided.

§  Complete and submit any required documentation.

Resources required for assessment:

To complete this assessment, you will need access to the following:

§  Workplace, or a similar environment, where the candidate can complete the assessments, and that will allow them access to:

o   Workplace policies and procedures, including:

·         Organisation’s strategic plans

·         Internal and external documentation relevant to the program, e.g., program scope document, program and project charters, process maps, process data, analysis of process data, supplier selection documentation, client feedback, lessons learned from previous programs, standards, regulations, legislation, risk register, risk assessments, relevant correspondence and meeting minutes, income and expenses, contracts, financial transactions, etc.

Note – Please go to the following link and you have access to following workplace documents:

https://compliantlearningresources.com.au/network/awesome-landscapes/projects/cascade-peak-bypass-project-2017/

Project name – Cascade Peak Bypass Project 2017

List of simulated workplace related documents available are:

·         Cascade Peak Bypass Project 2017 – Cost Estimating Checklist

·         Cascade Peak Bypass Project 2017 – Detailed Costing per Task

·         Cascade Peak Bypass Project 2017 – Effort and Duration of Tasks

·         Cascade Peak Bypass Project 2017 – Issues Register

·         Cascade Peak Bypass Project 2017 – Lessons Learnt Documentation

·         Cascade Peak Bypass Project 2017 – Project Charter

·         Cascade Peak Bypass Project 2017 – Quality Analysis Tool

·         Cascade Peak Bypass Project 2017 – Quality Audit

·         Cascade Peak Bypass Project 2017 – Scope Statement

·         Cascade Peak Bypass Project 2017 – Stakeholder Analysis

·         Cascade Peak Bypass Project 2017 – Task Dependency Worksheet

·         Cascade Peak Bypass Project 2017 – WBS

 

You can Login to the Link by using following username and password:

 

Username: avtilearner

Password: [email protected]

 

o   Workplace templates, including:

·         Program Scope

–          Refer to document namely – Program Scope Statement v1.0.docx

·         Meeting Minutes

–          Refer to document namely – Meeting Minutes Template v1.0.docx

·         Program Internal and External Factors

–          Refer to document namely – Program Internal and External Factors v1.0.docx

·         Program Execution Approach

–          Refer to document namely – Program Execution Approach v1.0.docx

·         Program Internal and External Factors Monitoring

–          Refer to document namely – Program Internal and External Factors Monitoring v1.0.docx

·         Program Execution Approach Review

–          Refer to document namely – Program Execution Approach Review v1.0.docx

·         Program Business Case

–          Refer to document namely – Program Business Case v1.0.docx

·         Program Management Structure

–          Refer to document namely – Program Management Structure v1.0.docx

·         Process Document Template

–          Refer to document namely – Program Process Document v1.0.docx

o   Workplace personnel to participate in the projects, including:

·         Program Sponsor/s – The individual/s leading and responsible for the program outcomes.

·         Program stakeholders – Individuals that are part of the program team and contributing towards achieving the program outcomes. Those may include the program sponsor, portfolio managers, project managers, subject matter experts, and team members.

Note – refer to the following link for this information – https://compliantlearningresources.com.au/network/awesome-landscapes/files/2016/03/Cascade-Peak-Bypass-Project-Stakeholder-Analysis-v1.1.pdf

You can Login to the Link by using following username and password:

 

Username: avtilearner

Password: [email protected]

 

 

 

 

Part I. The Desired Future State

Task 1.1 Develop a Program Scope

Identify the procurement requirements, scope, timeline, budget, client expectations and organisational goals of the program.

Use your organisation’s template for documenting program information, or you may use the Generic Program Scope template provided along with this workbook.

Access and review relevant program documents such as the organisation’s strategic plans, existing suppliers list, terms and conditions, and current business and program needs to help you identify this information.

You will be assessed on:

§  Practical knowledge of the organisation’s strategic plans.

§  Practical skills relevant to identifying program procurements, scope, timeline, budget, client expectations and organisational goals.

§  Advanced writing skills.

§  Practical skills relevant to conceptualising and documenting future state descriptions.

§  Practical skills relevant to developing and documenting program documentation.

Before starting this task, review the Assessment Simulation Task 1.1 – Assessor’s Checklist provided along with this workbook. This form lists the criteria your submission must address to complete this task satisfactorily.

Your assessor will also:

§  Organise workplace resources required for you to complete this assessment.

§  Discuss with you the requirements listed in the Assessor’s Checklist prior to the assessment.

§  Address your queries and concerns regarding this task.

After completing this task, submit the following to your assessor:

§  A copy of the program scope document that you completed.

§  A copy of the documents you referred to for this task, e.g. organisation’s strategic plans, existing suppliers list, terms and conditions, and current business and program needs

 

 

Task 1.2 Define and Agree on the Desired Future State Description

While being observed by your assessor, meet with program stakeholders to define and agree on a description of the desired future state.

The stakeholders you meet may include the program sponsor, portfolio managers, project managers, subject matter experts, and team members.

Record the minutes of your discussion with the program stakeholders. Use your organisation’s template for documenting meeting minutes, or you may use the Generic Meeting Minutes template provided along with this workbook.

You will be assessed on:

§  Practical knowledge of methods used to construct future state scenarios.

§  Practical skills relevant to defining and agreeing on the description of the desired future state with pertinent stakeholders.

§  Practical skills relevant to communicating and negotiating with relevant program stakeholders.

§  Practical skills relevant to conceptualising, clarifying and documenting future state descriptions.

Before starting this task, review the Assessment Simulation Task 1.2 – Observation Form provided along with this workbook. This form lists all the practical skills you need to demonstrate while completing this task.

Your assessor will also:

§  Organise workplace resources required for you to complete this assessment.

§  Discuss with you the practical skills listed in the Observation Form prior to the assessment.

§  Address your queries and concerns regarding this task.

After completing this task, submit the minutes of your discussion with the relevant program stakeholders to your assessor.

 

 

 

Task 1.3 Identify Gaps Between Current State and Desired Future State

While being observed by your assessor, meet with program stakeholders to identify and explore gaps between the current state and desired future state.

The stakeholders you meet may include the program sponsor, portfolio managers, project managers, subject matter experts, and team members.

During the meeting, refer to documentation relevant to the current and future state, e.g. program scope document, project charters (of projects under the program you are undertaking), process maps, process data, analysis of process data, etc.

Record the minutes of your discussion with the program stakeholders. Use your organisation’s template for documenting meeting minutes, or you may use the Generic Meeting Minutes template provided along with this workbook.

You will be assessed on:

§  Practical knowledge of the current and desired future state.

§  Practical skills relevant to identifying and exploring with relevant stakeholders’ gaps between the current state and desired future state.

§  Practical skills relevant to communicating and negotiating with relevant program stakeholders.

Before starting this task, review the Assessment Simulation Task 1.3 – Observation Form provided along with this workbook. This form lists all the practical skills you need to demonstrate while completing this task.

Your assessor will also:

§  Organise workplace resources required for you to complete this assessment.

§  Discuss with you the practical skills listed in the Observation Form prior to the assessment.

§  Address your queries and concerns regarding this task.

After completing this task, submit the following to your assessor:

§  A copy of the meeting minutes that you completed.

§  Copies of documentation you referred to during the meeting relevant to the current and future state, e.g., program scope document, project charters (of projects under the program you are undertaking), process maps, process data, analysis of process data, etc.

 

 

Task 1.4 Identify and Evaluate Internal and External Factors

Identify and evaluate internal and external factors and issues likely to cause changes to the desired future state of the program.

Use your organisation’s template for documenting program internal and external factors and issues, or you may use the Generic Program Internal and External Factors template provided along with this workbook.

Refer to internal and external sources of information to help you identify these internal and external factors and issues. Sources of information may include but are not limited to legislation, regulations, Australian standards, client feedback impacting the program, or lessons learnt documentation from previous programs/projects, resourcing availability, etc.

You will be assessed on:

§  Practical knowledge of internal and external factors and issues.

§  Practical skills relevant to identifying and evaluating internal and external factors and issues likely to cause changes to the desired future state.

§  Advanced writing skills.

§  Practical skills relevant to developing and documenting program documentation.

Before starting this task, review the Assessment Simulation Task 1.4 – Assessor’s Checklist provided along with this workbook. This form lists the criteria your submission must address to complete this task satisfactorily.

Your assessor will also:

§  Organise workplace resources required for you to complete this assessment.

§  Discuss with you the requirements listed in the Assessor’s Checklist prior to the assessment.

§  Address your queries and concerns regarding this task.

After completing this task, submit the following to your assessor:

§  A copy of the program internal and external factors and issues document that you completed.

§  Copies of internal and external sources of information you accessed and referred to.

 

 

Task 1.5 Agree on Desired Future State and Expected Benefits

While being observed by your assessor, meet with the program sponsor/s to:

§  discuss and agree on the desired future state and

§  confirm everyone’s understanding of the expected benefits of the program.

During the meeting, refer to documentation relevant to the desired future state and expected benefits, e.g., program scope document, internal and external factors and issues, risk analysis, etc.

Record the minutes of your discussion with the program sponsor. Use your organisation’s template for documenting meeting minutes, or you may use the Generic Meeting Minutes template provided along with this workbook.

You will be assessed on:

§  Practical knowledge of the desired future state and expected program benefits.

§  Practical skills relevant to working with program sponsors to agree on the desired future state.

§  Practical skills relevant to working with program sponsors to confirming understanding of the expected benefits of the program.

§  Practical skills relevant to communicating and negotiating with relevant program stakeholders.

Before starting this task, review the Assessment Simulation Task 1.5 – Observation Form provided along with this workbook. This form lists all the practical skills you need to demonstrate while completing this task.

Your assessor will also:

§  Organise workplace resources required for you to complete this assessment.

§  Discuss with you the practical skills listed in the Observation Form prior to the assessment.

§  Address your queries and concerns regarding this task.

After completing this task, submit the following to your assessor:

  • A copy of the meeting minutes that you completed.
  • Copies of documentation you referred to during the meeting relevant to the desired future state and expected benefits, e.g., program scope document, internal and external factors and issues, risk analysis, etc.

 

 

Part II. The Program Execution Approach

Task 2.1 Develop the Program Execution Approach

Develop the program execution approach covering:

§  stakeholder engagement

§  program and project plans and

§  program and project management tools and software

Use your organisation’s template for documenting the program execution approach, or you may use the Generic Program Execution Approach template provided along with this workbook.

Refer to relevant documents such as the supplier selection documentation, relevant meeting minutes, program and project charters to help you develop your program execution approach.

You will be assessed on:

§  Practical knowledge of program execution approaches.

§  Practical skills relevant to identifying and developing the program execution approach.

§  Advanced writing skills.

§  Practical skills relevant to developing and documenting a program execution strategy.

Before starting this task, review the Assessment Simulation Task 2.1 – Assessor’s Checklist provided along with this workbook. This form lists the criteria your submission must address to complete this task satisfactorily.

Your assessor will also:

§  Organise workplace resources required for you to complete this assessment.

§  Discuss with you the requirements listed in the Assessor’s Checklist prior to the assessment.

§  Address your queries and concerns regarding this task.

After completing this task, submit the following to your assessor:

§  A copy of the program execution approach that you completed, including at least the following information:

o   stakeholder engagement.

o   program and project plans.

o   program and project management tools and software.

§  A copy of the documents you referred to for this task, e.g. supplier selection documentation, relevant meeting minutes, program and project charters.

 

 

Task 2.2 Identify, Monitor and Evaluate Internal and External Factors

2.2.1 Identify and Evaluate Internal and External Factors

Identify and evaluate internal and external factors and issues likely to cause changes to the program execution approach.

Note that throughout the program you are undertaking, these factors and issues must be controlled to mitigate their impact on the program execution approach. You will be required to monitor these internal and external factors and issues three times in Task 2.2.2 after the implementation of controls.

Use your organisation’s template for documenting program internal and external factors and issues, or you may use the Generic Program Internal and External Factors template provided along with this workbook.

Refer to internal and external sources of information to help you identify these internal and external factors and issues. Sources of information may include but are not limited to legislation, regulations, standards, client feedback impacting the program execution approach, or lessons learnt documentation from previous programs/projects, resourcing availability, etc.

You will be assessed on:

§  Practical knowledge of internal and external factors and issues.

§  Practical skills relevant to identifying and evaluating internal and external factors and issues likely to cause changes to the program execution approach.

§  Advanced writing skills.

§  Practical skills relevant to developing and documenting program documentation.

Before starting this task, review the Assessment Simulation Task 2.2.1 – Assessor’s Checklist provided along with this workbook. This form lists the criteria your submission must address to complete this task satisfactorily.

Your assessor will also:

§  Organise workplace resources required for you to complete this assessment.

§  Discuss with you the requirements listed in the Assessor’s Checklist prior to the assessment.

§  Address your queries and concerns regarding this task.

After completing this task, submit the following to your assessor:

§  A copy of the program internal and external factors and issues document that you completed.

§  Copies of internal and external sources of information you accessed and referred to.

2.2.2 Monitor Internal and External Factors

Monitor the internal and external factors and issues you identified in Task 2.2.1 at least two times throughout the program you are undertaking.

Use your organisation’s template for monitoring program internal and external factors and issues, or you may use the Generic Program Internal and External Factors Monitoring template provided along with this workbook.

You will be assessed on:

§  Practical knowledge of internal and external factors and issues.

§  Practical skills relevant to monitoring internal and external factors and issues likely cause changes to the program execution approach.

§  Advanced writing skills.

Before starting this task, review the Assessment Simulation Task 2.2.2 – Assessor’s Checklist provided along with this workbook. This form lists the criteria your submission must address to complete this task satisfactorily.

Your assessor will also:

§  Organise workplace resources required for you to complete this assessment.

§  Discuss with you the requirements listed in the Assessor’s Checklist prior to the assessment.

§  Address your queries and concerns regarding this task.

After completing this task, submit the following to your assessor:

§  A copy of the program internal and external factors and issues monitoring document that you completed for each monitoring instance:

    • Monitoring 1
    • Monitoring 2

 

 

Task 2.3 Review Program Execution Approach and Make Changes

2.3.1 Review Program Execution Approach

Review the program execution approach. Your review must cover:

§  Internal and external factors and issues you identified and monitored in Task 2.2.

§  How it aligns with the program’s expected benefits.

Based on your review outcomes, determine and plan for changes that must be made to the program execution approach.

Refer to relevant documents such as the initial program execution approach document, risk register, risk assessments, records related to internal and external factors, correspondence, relevant meeting minutes, etc., to help with this review.

Use your organisation’s template for documenting the program execution approach review, or you may use the Generic Program Execution Approach Review template provided along with this workbook.

You will be assessed on:

§  Practical knowledge of program execution approaches.

§  Practical skills relevant to reviewing the program execution approach and confirming alignment with expected benefits.

§  Practical skills relevant to monitoring and evaluating processes and changed circumstances.

§  Advanced writing skills.

§  Practical skills relevant to developing and documenting program documentation.

Before starting this task, review the Assessment Simulation Task 2.3.1 – Assessor’s Checklist provided along with this workbook. This form lists the criteria your submission must address to complete this task satisfactorily.

Your assessor will also:

§  Organise workplace resources required for you to complete this assessment.

§  Discuss with you the requirements listed in the Assessor’s Checklist prior to the assessment.

§  Address your queries and concerns regarding this task.

 

 

 

After completing this task, submit the following to your assessor:

§  A copy of the Program Execution Approach Review that you completed.

§  A copy of the documents you referred to for this task, e.g. program execution approach document, risk register, risk assessments, records related to internal and external factors, correspondence, relevant meeting minutes, etc., to help with this review.

 

 

2.3.2 Make Changes to Program Execution Approach

Implement the changes you determined in Task 2.3.1 in the program execution approach you initially developed in Task 2.1.

You will be assessed on:

§  Practical knowledge of program execution approaches.

§  Practical skills relevant to making changes to the program execution approach.

§  Advanced writing skills.

§  Practical skills relevant to developing and documenting a program execution strategy.

Before starting this task, review the Assessment Simulation Task 2.3.2 – Assessor’s Checklist provided along with this workbook. This form lists the criteria your submission must address to complete this task satisfactorily.

Your assessor will also:

§  Organise workplace resources required for you to complete this assessment.

§  Discuss with you the requirements listed in the Assessor’s Checklist prior to the assessment.

§  Address your queries and concerns regarding this task.

After completing this task, submit the following to your assessor:

§  A copy of your updated program execution approach reflecting the changes identified in Task 2.3.1, with adjusted areas highlighted.

§  A copy of the original program execution approach developed in Task 2.1.

 

 

 

Task 2.4 Communicate and Agree on Program Execution Approach

While being observed by your assessor, meet with relevant program stakeholders and:

§  Communicate the revised/updated program execution approach (from Task 2.3.2), specifically the changes made to the original program execution approach.

§  Establish agreement among the stakeholders to implement this revised/updated program execution approach.

Use your organisation’s template for documenting the meeting outcomes and the agreed program execution approach, or you may use the Generic Meeting Minutes template provided along with this workbook.

You will be assessed on:

§  Practical knowledge of program execution approaches.

§  Practical skills relevant to communicating with relevant stakeholder’s changes required to transition from current state to future state and agreeing on the approach.

§  Practical skills relevant to communicating and negotiating with relevant program stakeholders.

Before starting this task, review the Assessment Simulation Task 2.4 – Observation Form provided along with this workbook. This form lists all the practical skills you need to demonstrate while completing this task.

Your assessor will also:

§  Organise workplace resources required for you to complete this assessment.

§  Discuss with you the requirements listed in the Observation Form prior to the assessment.

§  Address your queries and concerns regarding this task.

After completing this task, submit the following to your assessor:

§  A copy of the minutes from your meeting.

§  Copy of program execution approach document/s you referred to during the meeting.

 

Part III. The Program Governance

Task 3.1 Develop a Business Case and Seek Approval

Prepare the business case for the desired future state and program execution approach you have previously developed.

When developing the business case, refer to relevant documents such as the program scope, program execution approach, relevant minutes from previous meetings with program stakeholders,

Use your organisation’s template for documenting the business case, or you may use the Generic Program Business Case template provided along with this workbook.

Submit/email your business case to the relevant stakeholders for approval.

You will be assessed on:

§  Practical knowledge of the business case.

§  Practical skills relevant to developing the program business case.

§  Practical skills relevant to seeking approval from the relevant stakeholders on program business case.

§  Advanced writing skills.

Before starting this task, review the Assessment Simulation Task 3.1 – Assessor’s Checklist provided along with this workbook. This form lists the criteria your submission must address to complete this task satisfactorily.

Your assessor will also:

§  Organise workplace resources required for you to complete this assessment.

§  Discuss with you the requirements listed in the Assessor’s Checklist prior to the assessment.

§  Address your queries and concerns regarding this task.

After completing this task, submit the following to your assessor:

§  A copy of the program business case you developed. This must be signed-off or approved by the relevant stakeholders.

§  A copy of the documents you referred to for this task, e.g. program scope, program execution approach, desired future state document, meeting minutes.

 

 

 

Task 3.2 Develop the Program Management Structure

Develop the program management structure. At a minimum, this must cover:

§  Program life cycle stages and activities

§  Stakeholder roles and responsibilities

§  Program organisational charts

§  Responsible, Accountable, Consulted, Informed (RACI) matrix

§  Job descriptions

Use your organisation’s template for documenting the program management structure, or you may use the Generic Program Management Structure template provided along with this workbook.

You will be assessed on:

§  Practical knowledge of program governance models.

§  Practical skills relevant to developing a program management structure.

§  Practical skills relevant to developing and documenting a program governance model.

§  Advanced writing skills.

Before starting this task, review the Assessment Simulation Task 3.2 – Assessor’s Checklist provided along with this workbook. This form lists the criteria your submission must address to complete this task satisfactorily.

Your assessor will also:

§  Organise workplace resources required for you to complete this assessment.

§  Discuss with you the requirements listed in the Assessor’s Checklist prior to the assessment.

§  Address your queries and concerns regarding this task.

After completing this task, submit the following to your assessor:

§  A copy of the program management structure you developed.

 

 

Task 3.3 Develop Program Processes, Policies, and Procedures

Develop the following for the program you are undertaking for this assessment:

§  Processes to manage the program

§  Policies for managing the program

§  Procedures to be implemented as part of the policies you developed.

For this assessment, you will be required to submit copies of at least two processes, two policies, and two sets of procedures you developed.

Use your organisation’s template for documenting processes, policies, and procedures, or you may use the generic templates provided along with this workbook:

§  Generic Process Document Template

§  Generic Policy and Procedures Document Template

You will be assessed on:

§  Practical knowledge of the program management structure

§  Practical knowledge of processes, policies, and procedures for managing the program.

§  Practical skills relevant to developing processes, policies, and procedures for managing the program.

§  Advanced writing skills.

Before starting this task, review the Assessment Simulation Task 3.3 – Assessor’s Checklist provided along with this workbook. This form lists the criteria your submissions must address to complete this task satisfactorily.

Your assessor will also:

§  Organise workplace resources required for you to complete this assessment.

§  Discuss with you the requirements listed in the Assessor’s Checklist prior to the assessment.

§  Address your queries and concerns regarding this task.

After completing this task, submit the following to your assessor:

§  Copies of at least two processes you developed

§  Copies of at least two policies (and associated procedures) you developed

 

 

Task 3.4 Develop the Knowledge Management System

Develop the knowledge management system for the program you are undertaking. This system must enable documentation of progress, insights, experiences, and learnings from the program execution.

Use the tool or software your organisation uses for developing and implementing knowledge management systems.

You will be assessed on:

§  Practical knowledge of program knowledge management systems.

§  Practical skills relevant to developing program knowledge management systems.

Before starting this task, review the Assessment Simulation Task 3.4– Assessor’s Checklist provided along with this workbook. This form lists the criteria your submission must address to complete this task satisfactorily.

Your assessor will also:

§  Organise workplace resources required for you to complete this assessment.

§  Discuss with you the requirements listed in the Assessor’s Checklist prior to the assessment.

§  Address your queries and concerns regarding this task.

After completing this task, present your knowledge management system to your assessor.

 

 

 

Part IV. Review of Program Execution

Task 4.1 Finalise Financial, Legal, and Contractual Obligations

Conduct program finalisation activities to finalise financial, legal, and contractual obligations of the program.

Secure documentation from these activities. You will be required to submit copies of this documentation as evidence of completing this task.

You will be assessed on:

§  Practical knowledge of financial, legal, and contractual obligations relevant to the program.

§  Practical skills relevant to finalising financial, legal and contractual obligations.

Before starting this task, review the Assessment Simulation Task 4.1 – Assessor’s Checklist provided along with this workbook. This form lists all the requirements your submission must meet for a satisfactory performance.

Your assessor will also:

§  Organise workplace resources required for you to complete this assessment.

§  Discuss with you the requirements listed in the Assessor’s Checklist prior to the assessment.

§  Address your queries and concerns regarding this task.

After completing this task, submit the following to your assessor:

§  Documentation of finalising financial obligations of the program.

These may include finalised records of program expenditures, finalised budget, final payments to program suppliers and other final financial transactions, final financial report, etc.

§  Documentation of finalising legal obligations of the program.

These may include the product or phase acceptance by the client, whereby legally handing over the rights of the product from the supplier (you) to the client, sponsor and/or authority.

§  Documentation of finalising contractual obligations of the program.

These may include handover or deliverables endorsement documents, written confirmation by the client, sponsor and/or authority that all contractual deliverables have been delivered and that the contract is finalised.

 

 

Task 4.2 Review and Seek Feedback on the Program Execution

While being observed by the assessor, meet with relevant program stakeholders to review and seek their feedback on the program execution, including the project governance and approaches implemented for the program.

Use your organisation’s template for documenting the minutes of this meeting, or you may use the Generic Meeting Minutes Template provided along with this workbook.

You will be assessed on:

§  Practical knowledge of established program execution approaches.

§  Practical knowledge of established program governance.

§  Practical skills relevant to seeking feedback from relevant stakeholders on the management of project governance and established approaches.

Before starting this task, review the Assessment Simulation Task 3.2 – Observation Form provided along with this workbook. This form lists all the practical skills you need to demonstrate while completing this task.

Your assessor will also:

§  Organise workplace resources required for you to complete this assessment.

§  Discuss with you the requirements listed in the Observation Form prior to the assessment.

§  Address your queries and concerns regarding this task.

After completing this task, submit a copy of the meeting minutes to your assessor.

 

 

 

Task 4.3 Document Program Learnings

Document the learnings from this program based on the feedback received from project and program stakeholders in Task 4.2 to improve future programs.

Use the system/template you have created for capturing program learnings in Task 4.2.

Your system/template must capture at least:

§  Feedback received in Task 4.2.

§  Lessons learned

§  Improvements for future projects/programs.

You will be assessed on:

§  Practical knowledge of knowledge management systems.

§  Practical skills relevant to documenting feedback received and identify improvements for future projects.

Before starting this task, review the Assessment Simulation Task 4.3 – Assessor’s Checklist provided along with this workbook. This form lists the criteria your submissions must address to complete this task satisfactorily.

Your assessor will also:

§  Organise workplace resources required for you to complete this assessment.

§  Discuss with you the requirements listed in the Assessor’s Checklist prior to the assessment.

§  Address your queries and concerns regarding this task.

After completing this task, submit your documentation of the learnings from this program to your assessor.

 

 

Assessment Workbook Checklist

TO THE CANDIDATE

When you have completed this assessment workbook, review your work, and ensure that:

You have completed all the Knowledge Assessments Questions.

You have completed the Practical Assessments in this workbook:

☐ Assessment Simulation

☐ Task 1.1 Develop a Program Scope

☐ Task 1.2 Define and Agree on the Desired Future State Description

☐ Task 1.3 Identify Gaps Between Current State and Desired Future State

☐ Task 1.4 Identify and Evaluate Internal and External Factors

☐ Task 1.5 Agree on Desired Future State and Expected Benefits

☐ Task 2.1 Develop the Program Execution Approach

☐ Task 2.2 Identify, Monitor and Evaluate Internal and External Factors

☐ Task 2.2.1 Identify and Evaluate Internal and External Factors

☐ Task 2.2.2 Monitor Internal and External Factors

☐ Task 2.3 Review Program Execution Approach and Make Changes

☐ Task 2.3.1 Review Program Execution Approach

☐ Task 2.3.2 Make Changes to Program Execution Approach

☐ Task 2.4 Communicate and Agree on Program Execution Approach

☐ Task 3.1 Develop a Business Case and Seek Approval

☐ Task 3.2 Develop the Program Management Structure

☐ Task 3.3 Develop Program Processes, Policies, and Procedures

☐ Task 3.4 Develop the Knowledge Management System

☐ Task 4.1 Finalise Financial, Legal, and Contractual Obligations

☐ Task 4.2 Review and Seek Feedback on the Program Execution

☐ Task 4.3 Document Program Learnings

You have saved and submitted the following evidence:

☐ This completed workbook

☐ Assessment Workbook Cover Sheet signed and scanned

☐ Assessment Simulation Task 1.1

☐ Program scope

☐ A copy of the documents referred to for this task, e.g. organisation’s strategic plans, existing suppliers list, terms and conditions, and current business and program needs

☐ Assessment Simulation Task 1.2

☐ Meeting Minutes

☐ Assessment Simulation Task 1.3

☐ Meeting Minutes

☐ Copies of the documentation referred to during the meeting relevant to the current and future state, e.g. program scope document, project charters, process maps, process data, analysis of process data, etc.

☐ Assessment Simulation Task 1.4

☐ The program internal and external factors and issues document

☐ Copies of internal and external sources of information accessed and referred to.

☐ Assessment Simulation Task 1.5

☐ Meeting Minutes

☐ Copies of the documentation referred to during the meeting relevant to the desired future state and expected benefits, e.g. program scope document, internal and external factors and issues, risk analysis, etc.

☐ Assessment Simulation Task 2.1

☐ A copy of the program execution approach that you completed, including at least the following information:

§  stakeholder engagement.

§  program and project plans.

§  program and project management tools and software.

☐ A copy of the documents referred to for this task, e.g. supplier selection documentation, relevant meeting minutes, program and project charters.

☐ Assessment Simulation Task 2.2.1

☐ Program internal and external factors and issues document

☐ Copies of internal and external sources of information accessed and referred to.

☐ Assessment Simulation Task 2.2.2

☐ A copy of the program internal and external factors and issues monitoring document that you completed for each monitoring instance:

§  Monitoring 1

§  Monitoring 2

☐ Assessment Simulation Task 2.3.1

☐ Program Execution Approach Review document

☐ A copy of the documents referred to for this task, e.g. program execution approach document, risk register, risk assessments, records related to internal and external factors, correspondence, relevant meeting minutes, etc., to help with this review.

☐ Assessment Simulation Task 2.3.2

☐ Updated program execution approach

☐ The original program execution approach

☐ Assessment Simulation Task 2.4

☐ Meeting Minutes

☐ Copy of program execution approach document/s referred to during the meeting.

☐ Assessment Simulation Task 3.1

☐ A copy of the program business case

☐ A copy of the documents referred to for this task, e.g. program scope, program execution approach, desired future state document, meeting minutes.

☐ Assessment Simulation Task 3.2

☐ Program management structure

☐ Assessment Simulation Task 3.3

☐ Copies of at least two processes

☐ Copies of at least two policies and associated procedures

☐ Assessment Simulation Task 3.4

☐ Knowledge management system

☐ Assessment Simulation Task 4.1

☐ Documentation of finalising financial obligations of the program

☐ Documentation of finalising legal obligations of the program

☐ Documentation of finalising contractual obligations of the program

☐ Assessment Simulation Task 4.2

☐ Meeting Minutes

☐ Assessment Simulation Task 4.3

☐ Documentation of the learnings from this program

IMPORTANT:

You must achieve a satisfactory result in ALL assessment tasks to be deemed COMPETENT for the unit/s relevant to this workbook.

To be deemed competent in the unit/s of competency relevant to this workbook, you must successfully complete all the requirements listed above according to the prescribed benchmarks provided to the assessor.

 

TO THE ASSESSOR

When you have completed assessing the assessment workbook, review the candidate’s submissions against the checklist below:

The candidate has completed all the Knowledge Assessments Questions.

The candidate has completed the Practical Assessments in this workbook:

☐ Assessment Simulation

☐ Task 1.1 Develop a Program Scope

☐ Task 1.2 Define and Agree on the Desired Future State Description

☐ Task 1.3 Identify Gaps Between Current State and Desired Future State

☐ Task 1.4 Identify and Evaluate Internal and External Factors

☐ Task 1.5 Agree on Desired Future State and Expected Benefits

☐ Task 2.1 Develop the Program Execution Approach

☐ Task 2.2 Identify, Monitor and Evaluate Internal and External Factors

☐ Task 2.2.1 Identify and Evaluate Internal and External Factors

☐ Task 2.2.2 Monitor Internal and External Factors

☐ Task 2.3 Review Program Execution Approach and Make Changes

☐ Task 2.3.1 Review Program Execution Approach

☐ Task 2.3.2 Make Changes to Program Execution Approach

☐ Task 2.4 Communicate and Agree on Program Execution Approach

☐ Task 3.1 Develop a Business Case and Seek Approval

☐ Task 3.2 Develop the Program Management Structure

☐ Task 3.3 Develop Program Processes, Policies, and Procedures

☐ Task 3.4 Develop the Knowledge Management System

☐ Task 4.1 Finalise Financial, Legal, and Contractual Obligations

☐ Task 4.2 Review and Seek Feedback on the Program Execution

☐ Task 4.3 Document Program Learnings

 

The candidate has saved and submitted the following evidence:

☐ This completed workbook

☐ Assessment Workbook Cover Sheet signed and scanned

☐ Assessment Simulation Task 1.1

☐ Program scope

☐ A copy of the documents referred to for this task, e.g. organisation’s strategic plans, existing suppliers list, terms and conditions, and current business and program needs

☐ Assessment Simulation Task 1.2

☐ Meeting Minutes

☐ Assessment Simulation Task 1.3

☐ Meeting Minutes

☐ Copies of the documentation referred to during the meeting relevant to the current and future state, e.g. program scope document, project charters, process maps, process data, analysis of process data, etc.

☐ Assessment Simulation Task 1.4

☐ The program internal and external factors and issues document

☐ Copies of internal and external sources of information accessed and referred to.

☐ Assessment Simulation Task 1.5

☐ Meeting Minutes

☐ Copies of the documentation referred to during the meeting relevant to the desired future state and expected benefits, e.g. program scope document, internal and external factors and issues, risk analysis, etc.

☐ Assessment Simulation Task 2.1

☐ A copy of the program execution approach that you completed, including at least the following information:

§  stakeholder engagement.

§  Program and project plans.

§  Program and project management tools and software.

☐ A copy of the documents referred to for this task, e.g. supplier selection documentation, relevant meeting minutes, program and project charters.

☐ Assessment Simulation Task 2.2.1

☐ Program internal and external factors and issues document

☐ Copies of internal and external sources of information accessed and referred to.

☐ Assessment Simulation Task 2.2.2

☐ A copy of the program internal and external factors and issues monitoring document that you completed for each monitoring instance:

§  Monitoring 1

§  Monitoring 2

☐ Assessment Simulation Task 2.3.1

☐ Program Execution Approach Review document

☐ A copy of the documents referred to for this task, e.g. program execution approach document, risk register, risk assessments, records related to internal and external factors, correspondence, relevant meeting minutes, etc., to help with this review.

☐ Assessment Simulation Task 2.3.2

☐ Updated program execution approach

☐ The original program execution approach

☐ Assessment Simulation Task 2.4

☐ Meeting Minutes

☐ Copy of program execution approach document/s referred to during the meeting.

☐ Assessment Simulation Task 3.1

☐ A copy of the program business case

☐ A copy of the documents referred to for this task, e.g. program scope, program execution approach, desired future state document, meeting minutes.

☐ Assessment Simulation Task 3.2

☐ Program management structure

☐ Assessment Simulation Task 3.3

☐ Copies of at least two processes

☐ Copies of at least two policies and associated procedures

☐ Assessment Simulation Task 3.4

☐ Knowledge management system

☐ Assessment Simulation Task 4.1

☐ Documentation of finalising financial obligations of the program

☐ Documentation of finalising legal obligations of the program

☐ Documentation of finalising contractual obligations of the program

☐ Assessment Simulation Task 4.2

☐ Meeting Minutes

☐ Assessment Simulation Task 4.3

☐ Documentation of the learnings from this program

IMPORTANT:

The candidate must achieve a satisfactory result in ALL assessment tasks to be deemed COMPETENT for the unit/s relevant to this workbook.

To be deemed competent in the unit/s of competency relevant to this workbook, the candidate must successfully complete all the requirements listed above according to the prescribed benchmarks.

 

 

ASSESSMENT 2: PRACTICAL Assessment- Result Sheet
Student’s name:  
Student ID:  
Assessor’s name:  
Unit of competency: BSBPMG630 – Enable program execution

 

Did the student satisfactorily: Yes No Comments
Task 1.1      
Task 1.2      
Task 1.3      
Task 1.4      
Task 1.5      
Task 2.1      
Task 2.2.1      
Task 2.2.2      
Task 2.3.1      
Task 2.3.2      
Task 3.1      
Task 3.2      
Task 3.3      
Task 3.4      
Task 4.1      
Task 4.2      
Task 4.3      
Rules of Evidence
All knowledge and skills evidence submissions are valid      
All knowledge and skills evidence submissions are authentic      
All knowledge and skills evidence submissions are sufficient      
All knowledge and skills evidence submissions are current      
Feedback to student:

 

 

 

 

 

 

 

 

 

Student’s overall performance is: ☐ Satisfactory ☐ Not Satisfactory
Is re-assessment required? ☐ Yes ☐ No
Assessor’s signature:  

 

Date:  

 

 

 

End of Document