Assessment

Task 2
Undertake project work
BSBPMG522

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 Student Declaration
To be filled out and submitted with assessment responses
◻ I declare that this task and any attached document related to the task is all my own work and I have not
cheated or plagiarised the work or colluded with any other student(s)
◻ I understand that if I If I am found to have plagiarised, cheated or colluded, action will be taken against me
according to the process explained to me
◻ I have correctly referenced all resources and reference texts throughout these assessment tasks.
◻ I have read and understood the assessment requirements for this unit
◻ I understand the rights to re-assessment
◻ I understand the right to appeal the decisions made in the assessment

Unit Title
Unit Code

Student name

Student ID
number
Student Date
signature

Task Number

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 ------OFFICE USE ONLY-----
For Trainer and Assessor to complete:

◻ Student requested reasonable adjustment for the assessment

Completed successfully Comments

DNS
Did the student satisfactorily:
The student met with the project sponsor to ☐ ☐ ☐
gather information relevant to project initiation.

Feedback in comments.
The student satisfactorily completed the Project ☐ ☐ ☐
Snapshot.
The student completed the filing records for all ☐ ☐ ☐
relevant documents as required.
The student obtained approval to: ☐ ☐ ☐
o Proceed to planning stage
o Access resources to undertake the project
provided approval for the project plan is
obtained

The signed approval is submitted.

Accessed project scope and other relevant ☐ ☐ ☐
documentation.

This is evidenced by the meeting attended with

the project sponsor in a simulated work
environment; the review of the scenario
documents to include relevant policies and
procedures; the review of the project templates
provided.
Defined project stakeholders. ☐ ☐ ☐

This is evidenced by the completion of the

project snapshot: determination and definition
of key stakeholders.

Sought clarification from delegating authority of ☐ ☐ ☐

issues related to project and project
parameters.

This is evidenced by the meeting attended with

the project sponsor in a simulated work
environment; the completion of the project
snapshot that reflect clarity of information

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 Completed successfully Comments

DNS
Did the student satisfactorily:
relevant to the project; the project initiation
approval obtained by the project sponsor who
reviewed the project initiation documentation
prior to sign-off.
Identified limits of own responsibility and ☐ ☐ ☐
reporting requirements.

This is evidenced by the completion of the

project snapshot: responsibilities reporting
requirement are identified.
Determined and accesses available resources to ☐ ☐ ☐
undertake project.

This is evidenced by the meeting attended with

the project sponsor in a simulated work
environment; the completion of the project
snapshot: resource needs are clearly stated,
and project management tools are listed;
student formed the project team and accessed
all relevant project documentation; the student
established a working relationship with the
project sponsor; the student used appropriate
software to complete the project; the student
has received approval to access resources to
undertake the project.
Developed a project plan in line with the ☐ ☐ ☐
project parameters.

This is evidenced by the project plan that has

been developed and submitted. The plan meets
the parameters defined for the project during
the project initiation phase.
The plan is satisfactorily completed, and
instructions met.
Identified and accessed appropriate project ☐ ☐ ☐
management tools.

This is evidenced by the identification of the

project management tools in the project
snapshot; student accessed all relevant project
documentation and templates; the student
used appropriate software to complete the
project.
Formulated risk management plan for project, ☐ ☐ ☐
including Work Health and Safety (WHS)

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 Completed successfully Comments

DNS
Did the student satisfactorily:
This is evidenced by the risk plan in the project
plan which requires students to include WHS
risks.
Developed and approved project budget ☐ ☐ ☐

This is evidenced by the budget developed in

the project plan and the approval obtained by
the sponsor after presenting the project plan.
Consulted team members and took their views ☐ ☐ ☐
into account in planning the project.

This is evidenced by the observed work in a

team environment and the meeting with the
project team to consult on the development of
the project plan (see observation checklist
provided).
Finalised the project plan and gained necessary ☐ ☐ ☐
approvals to commence project according to
documented plan.

This is evidenced by the participation in the

Role-Play to meet the project sponsor, present
the draft plan for feedback, obtain approval.
See observation checklist.

The assessor has checked that the changes and

refinements needed in the project plan and
discussed during the Role Play (see record of
feedback) were applied in the Project plan.

The student has obtained approval to:

o Proceed to execution stage

Defined the parameter of the project including: ☐ ☐ ☐

o project scope
o project stakeholders, including own
responsibilities
o relationship of project to organisational
objectives and other projects
o reporting requirements
o resource requirements

This is evidenced by the meeting attended with

the project sponsor in a simulated work

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 Completed successfully Comments

DNS
Did the student satisfactorily:
environment, the completion of the project
snapshot, and the completion of the project
plan:
o A clear scope of the project (although not
in the form of a scope statement) is
gathered by the project snapshot
o A scope statement and a scope document
are developed in the project plan.
o Stakeholders and own responsibilities are
clearly stated and defined
o Relationship of project to organisational
objectives and other projects are defined in
the strategic context; there is clarity about
the project status; interdependencies are
identified.
o Reporting requirements are defined under
the responsibilities of the project
management role (project snapshot)
o Reporting requirements can be gathered by
the project governance structure in the
project plan.
o Reporting requirements can be gathered by
the communication plan in the project plan.
o Resource requirements are stated in the
project snapshot document
o Resource requirements are stated in the
project plan: budget items; roles and
responsibilities matrix.

Consulted and communicated with relevant ☐ ☐ ☐

stakeholders to generate input and
engagement in project planning.

This is evidenced by the meeting with the

project sponsor.
This is evidenced by the meeting with the team
to discuss the project plan and the meeting
with the sponsor to present the project plan
(see observation checklist).
Provided support to team members to enable ☐ ☐ ☐
them to achieve deliverables.

This is evidenced by engaging the team in the

discussion about the project plan (see
observation checklist).

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 Completed successfully Comments

DNS
Did the student satisfactorily:
Used project management tools to develop a ☐ ☐ ☐
project plan including:
o deliverables
o work breakdown
o budget and allocation of resources
o timelines
o risk management
o recordkeeping and reporting

This is evidenced by the development of the

following sections of the project plan:
o Scope statement and document
o Work breakdown structure
o Budget
o Roles and responsibility matrix
o Schedule
o Risk plan
o Filing records completed for relevant
documents
o Reporting to project sponsor and team
during the meeting

If working in a group, the student has actively ☐ ☐ ☐

participated in group work with a substantial
contribution that can be assessed individually
for all the requirements of this task.

Task Outcome: Satisfactory ☐ Not Yet Satisfactory ☐

Student Name:

Assessor Name:

Assessor Signature:

Date:

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 Table of Content

Student Declaration................................................................................................................................................2
Task 2 – Define and Develop a Project Plan................................................................................9
Complete the following activities:...................................................................................................................13
Task 2.1 Define the project................................................................................................................................13
Task 2.2 Develop the Project Plan...................................................................................................................17
Task 2.3 Consultation and approval................................................................................................................26
Appendix 1 – Scenario.......................................................................................................................28
XYZ Organisational Chart....................................................................................................................................29
Ownership.................................................................................................................................................................29
Key to Success.........................................................................................................................................................29
About the Product..................................................................................................................................................30
Target Market..........................................................................................................................................................30
Objectives.................................................................................................................................................................30
Vision..........................................................................................................................................................................31
Mission.......................................................................................................................................................................31
Values.........................................................................................................................................................................31
Strategic Direction.................................................................................................................................................31
The project................................................................................................................................................................32
Project conditions..................................................................................................................................................34

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 Task 2 – Define and Develop a Project Plan

Task summary and instructions

What is this You are a Project Manager in charge of planning, executing and
assessment task finalising a project.
about? To complete this task, please refer to Appendix 1 – Scenario at the
end of this assessment document.

This task comprises of product-based methods of assessment and

observation conducted in a simulated work environment.

You are required to:

 undertake a role-play: meet with the project sponsor (2

meetings at the initiation and planning stage of the project),
 develop a written project initiation documents
 develop a project plan,
 meet with the team.

It has been designed to evaluate your ability to:

 access project scope and other relevant documentation,

 define project stakeholders,
 seek clarification from delegating authority of issues related to
project and project parameters,
 identify limits of own responsibility and reporting
requirements,
 clarify relationship of project to other projects and to the
organisation's objectives,
 determine and access available resources to undertake
project,
 develop project plan in line with the project parameters,
 identify and access appropriate project management tools,
 formulate risk management plan for project, including Work
Health and Safety (WHS),
 develop and approve project budget,
 consult team members and take their views into account in
planning the project,
 finalise project plan and gain necessary approvals to
commence project according to documented plan,
 take action to ensure project team members are clear about
their responsibilities and the project requirements,

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 Task summary and instructions

 establish and maintain required recordkeeping systems

throughout the project.

You are required to address the following:

 Task 2.1 Define the project:
o meet with the client to gather additional information about
the project,
o develop a Project Snapshot document,
o obtain approval to proceed to planning stage and access
available resources to deliver the project.
 Task 2.2 Define the project:
o Develop a Project Plan.
 Task 2.3 Consultation and approval
o meet with your team to discuss the draft of the project
plan and ensure they are clear about their responsibilities
and project requirements,
o take team's inputs into consideration,
o meet with the project sponsor and present the Project
Plan for feedback and approval,
o finalise the Project Plan based on the feedback received.

What do I need to do  submit the completed assessment tasks, according to instructions,

to complete this task  complete the tasks with sufficient detail and present them in a
satisfactorily? professional manner,
 use your own words and reference sources appropriately,
 meet the word count where required,
 use the scenario provided,
 use the templates provided where required,
 for your performance to be deemed satisfactory in this
assessment task you must satisfactorily address all of the
assessment criteria,
 if part of this task is not satisfactorily completed you will be asked
to complete further assessment to demonstrate satisfactory
performance.

Specifications You must deliver/participate in:

 meeting with the project sponsor- Task 2.1,

 meeting with the project team- Task 2.3,
 second meeting with the project sponsor Task 2.3.

You must submit the following in GOALS:

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 Task summary and instructions

 Observation checklist for Task 2.3

 Project Snapshot
 Approval to progress to planning stage and access available
resources to deliver the project
 Project Plan
 Record of feedback about Project Plan from team and project
sponsor

Resources and • Computer with Internet access,

equipment • Access to Microsoft Office suites or similar software,
• Learning material,
• Scenario for assessment document which includes relevant policy
and procedures provided at the end of this document in Appendix
1,
• Use of a project management application if possible (discuss with
the trainer and assessor)
• Use of the templates included in this assessment document.
What will the Your assessor will be looking for demonstrated evidence of your
assessor be looking ability to:
for?
 undertake project initiation activities,
 liaise with the project sponsor to define project requirements,
 identify project stakeholders,
 interact and work effectively with the project team,
 understand your responsibilities as a project manager and
perform your role accordingly,
 develop project initiation documentation,
 develop a comprehensive project plan to meet project
requirements,
 discuss and negotiate the project plan with the sponsor,
 establish and maintain project record-keeping,
 obtain approval at key project gates: initiation to move to
planning phase and planning to move to execution phase.

Re-submission You will be provided feedback on your performance by the Assessor.

opportunities The feedback will indicate if you have satisfactorily addressed the
requirements of each part of this task. If any parts of the task are not
satisfactorily completed, the assessor will explain why, and provide
you written feedback along with guidance on what you must
undertake to demonstrate satisfactory performance. Re-assessment
attempt(s) will be arranged at a later time and date. You have the

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 Task summary and instructions

right to appeal the outcome of assessment decisions if you feel that

you have been dealt with unfairly or have other appropriate grounds
for an appeal. You are encouraged to consult with the assessor prior
to attempting this task if you do not understand any part of this task
or if you have any learning issues or needs that may hinder you when
attempting any part of the assessment.

Procedures

1. Review the assessment scenario, the business documentation, including policies and
procedures and the project planning templates provided:
o Appendix 1 – Scenario at the end of this document
o Policies and Procedures – provided in a separate folder
o Templates:
 1 – Project Snapshot in Task 2.1
 2 – Project Initiation Approvals in Task 2.1
 3 – Project Plan in Task 2.2

2. Form a project team in week 1 of the term.

o six to eight team members (two to four students plus four virtual team members) who
must be utilised and budgeted for,
o although the assessment is worked in a group to simulate the work environment that
you would experience when delivering a project in/for an organisation, the assessment
submission is individual, and it will be marked as such.

3. Meet with and receive details from the project sponsor in week 1 of the term about your
project team, cost, skills, and suggested project deliverables and timeframes. The project
sponsor is played by the Trainer and Assessor in a simulated work environment.

4. Determine the relationship of the project to other projects, systems, business operations,
strategic aims of organisation, and external legislative requirements.

5. In your project team (Task 2.1):

a) develop a Project Snapshot document,

b) obtain approval to progress to planning stage and access available resources to deliver
the project.
(Templates are provided.)

6. Identify additional documentation required to determine the project and develop a Project

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 Procedures

Plan draft (Task 2.2).

7. Consult with your team to gather their input into the development of the Project Plan and
make sure that they are clear about their responsibilities and the project requirements.
(Task 2.3)

8. Meet with the Project Sponsor in week 3 of class (Task 2.3) to present the draft of the
Project Plan:
a. gather feedback and inputs to adjust and refine the plan,
b. negotiate scope, budget, schedule, roles and responsibilities, and the proposed
governance structure of the project,
c. provide the project sponsor with key information about the plan,
d. use the opportunity to keep building a working relationship with the sponsor,
e. obtain approval for all project components to move to project execution stage.

9. Finalise the Project Plan based on the consultation with the team members and the
meeting with the Project Sponsor.

Complete the following activities:

Please list the names of the project team members (students in the team 2-4):

Virtual team member

Virtual team member
Virtual team member
Virtual team member

Task 2.1 Define the project

Schedule a time with the trainer and assessor in week 1 of the term and meet with the project
sponsor (30 minutes).

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 Based on the meeting and the information provided in Appendix 1 – Scenario at the end of this
document:

1. Develop a Project Snapshot document- Template 1,

2. Obtain approval in writing from the Project Sponsor to progress to the planning stage and
access available resources to deliver the project- Template 2.

Use the templates provided below and follow the instructions provided.

Make sure to have read the Appendix 1 – Scenario at the end of this document before the meeting
and to have prepared questions to help you complete the required project initiation documents.

Note: the trainer and assessor will evaluate your performance during the meeting. He/she will
validate your participation and provide feedback in the marking sheet.

If you are absent from class, it is your responsibility to make alternative arrangements with the trainer
and assessor to meet with the project sponsor.

Template 1 - Project Snapshot

The project snapshot summarises the purpose, deliverables, stakeholders, resources, risks, interdependencies and success criteria of the
project.

Project snapshot
Name of project:
Project purpose:
Address the following:

o Identify 3 goals/objectives of the project,

o Define the reason for undertaking the project (for example, define the problem/opportunity related to the project).
o Identify any other projects that have been undertaken in the past, are currently underway, or planned for the future that will
or may be affected by, or simply connected to, this project

Budget:

Overall timeframe:

Deliverables with timeframes Stakeholders

(5-7 deliverables). Add additional rows if needed. Who is the sponsor, project manager, customers, and
other key groups who can impact, or be impacted by,
Deliverable Timeframe this project. Identify at least 5.

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 Project snapshot

Project Manager's responsibilities and reporting requirements:

PM responsibilities when
managing the project (5-
7)

Reporting requirements
for the Project Manager.
(2-5)

Resources Risks
Financial, people, equipment, facilities, software, etc. Identify 5 risks.

Interdependencies Success criteria

With other projects, groups, system interfaces, etc. How we know, we are successful. Identify 3-5 success
criteria.

Project Status
o identify what has already been decided about the project,

o identify what decisions have already been made,

o identify what work has already been done in relation to the project,

o determine any assumptions (min.2) or constraints (min.2).

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 Project snapshot
(50-100 words)

Special provisions
Lists any regulations, ethical or legal considerations for the project (please provide between 3 & 5)

Project Management Tools

Identify and list what project management tools you will need in order to complete the project management plan and deliver the project
(provide 5-7).

Record
Complete the filing record below so that the project document can be saved in the project management record system.

Project Title: Project Client: Date:

Version:

Project Sponsor: Project File Name:

Manager:

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 Template 2 - Project Initiation Approvals

Copy the table below in a separate document and obtain sign off from the project sponsor (the trainer and assessor) to proceed to planning
stage. Scan and submit the approval table with your assessment; or provide digital evidence of approval (example: screenshot of an email
from the project sponsor)

Approvals

Project Title: Project Client: Date:

Project Sponsor: Project Manager:

Approvals:

 Approval to proceed to planning stage ☐

 Approval to access resources to undertake the project provided approval for the
project plan is obtained ☐

Signature from Project Sponsor for approval:

Task 2.2 Develop the Project Plan

Based on the project initiation documentation developed in Task 2.1, the meeting with the project
sponsor and the Scenario for Assessment document, develop a project plan. (Template 3)

Once you have completed your first draft of the plan, consult with your team members (Task 2.3)
taking their views into account. Then refine your draft and present it to the project sponsor for
approval (Task 2.3) in week 3 of class.

The assessor will check that the Project Plan has been finalised based on feedback received when
marking the assessment.
Use the templates provided below and follow the instructions provided.

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 Template 3 -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 the implementation of the project commences.

<Add Project Title>

Project Background
Provide an overview of the project based on your work at project initiation phase, update information if required.

Address all the following:

1. The purpose of the project

2. The project background and strategic context.

3. Other related projects

4. Objective of the project (3-5)

5. Project client/owner

(50-100 words)

Project Scope Statement

Develop a scope statement to define the project, including the overall budget and duration of the project.

(20-50 words)

Complete a project scope document. This tool 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.

Project Scope Document

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 In scope
List what is in scope

Out of scope
(exclusion)
List what is not in scope

Assumptions
List assumptions (2-5)

Constraints
List constraints (3-5)

Record
Complete the filing record below so that the project document can be saved in the project management record system.

Project Title: Project Client: Date:

Version:

Project Sponsor: Project Manager: File Name:

WBS

Complete a Work Breakdown structure for the project. A work breakdown structure (WBS) in project management is a tool used to define
and group the project's discrete work elements 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.

Develop the WBS for 3 levels work package starting with the key deliverables (3-5) and then adding work-packages (2-3/deliverable) and
sub-work packages (2-3/deliverable).

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 Project

Deliverable 1 Deliverable 2 Deliverable 3

Work Package Work Package Work Package

Sub-work package Sub-work package Sub-work package

Record
Complete the filing record below so that the project document can be saved in the project management record system.

Project Title: Project Client: Date:

Version:

Project Sponsor: Project File Name:

Manager:

Project Stakeholders
Use the following 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? 5-10 stakeholders.

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 Name Work area Stakeholder Impact on/by
type (client, project,
end-user) requirements,
success criteria

Record
Complete the filing record below so that the project document can be saved in the project management record system.

Project Title: Project Client: Date:

Version:
Project Sponsor: Project File Name:
Manager:

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. We have provided some suggested roles below. Adjust the Role and responsibility table according to the project. Add in any
additional roles as required.

Role Name/s Responsibilities

Project client/owner
The person who requires the project to be undertaken.

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 Role Name/s Responsibilities
Project sponsor/project
director/project board
Senior management of the project. Accountable for the
success of the project. Has the authority to commit
resources.

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.

Manager of the project manager

The operational/line manager who the project
manager reports to on a day-to-day basis.

Project team members

Staff who will be working on the project.

Steering committee/
working party
To provide advice and recommendations.

Record
Complete the filing record below so that the project document can be saved in the project management record system.

Project Title: Project Client: Date:

Version:
Project Sponsor: Project File Name:
Manager:

Project Governance
Outline the governance structure of the project, including:

o Project authority levels - authority to approve changes to scope, budget, quality requirements and schedule. Authority to resolve issues
(issue escalation). Authority to manage the project. Expert authority (expert advice).

o Project Manager (responsibilities)

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 o Project team (responsibilities)

o Project sponsor (responsibilities)

o Any other information related to governance (for example, a project organisation chart) if pertinent.

(80-100 words)

Communication Plan
Develop a communication plan for the project. Use the template provided below. 5 communication needs must be addressed. Add
additional rows if needed.

What Who Purpose When/frequency Type/methods

What is communicated Who the The purpose of the When the communication The type and method
communication is for communication happens and how frequently of communication

Record
Complete the filing record below so that the project document can be saved in the project management record system

Project Title: Project Client: Date:

Version:
Project Sponsor: Project File Name:
Manager:

Schedule

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 Using the information that you generated in the work breakdown structure, develop a schedule for the project. Complete the milestone
register below (5-10 milestones, add additional rows if needed) complete and attach to your submission a Gantt Chart (the use of excel or a
project management software is recommended).

The Gantt chart must address, at a minimum: 5 milestones, associated sub-tasks (2-5 per milestones), responsibility for each sub-task, start
date and end date, actual completion column and a comment/status column. Suggested link:

o http://www.ganttproject.biz/

o https://www.youtube.com/watch?v=5rHCSa5ad34&feature=youtu.be

Item Milestone date Responsibility

Record
Complete the filing record below so that the project document can be saved in the project management record system

Project Title: Project Client: Date:

Version:
Project Sponsor: Project Manager: File Name:

Budget
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. Identify and estimate the cost of 8-10 cost items for the project. Use the template below; add
additional rows if needed.

Cost Item Quantity Cost (including

GST)

AU$

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 Cost Item Quantity Cost (including
GST)

AU$

Subtotal
Contingency (+10%)
TOTAL
Record
Complete the filing record below so that the project document can be saved in the project management record system.

Project Title: Project Client: Date:

Version:
Project Sponsor: Project File Name:
Manager:

Risk Plan
The template below is used to record identified risks associated with your project, analyse the impact and determine resultant action to be
taken. 5-10 risks must be identified and analysed for treatment. The risk plan MUST include Work Health and Safety risks (2-3). Add
additional rows if needed.

Risk response
Likelihood Impact
Risk (contingency Responsible
(H/M/L) (H/M/L)
strategies)

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 Risk response
Likelihood Impact
Risk (contingency Responsible
(H/M/L) (H/M/L)
strategies)

Record
Complete the filing record below so that the project document can be saved in the project management record system.

Project Title: Project Client: Date:

Version:
Project Sponsor: Project File Name:
Manager:

Task 2.3 Consultation and approval

Liaise with the trainer and assessor and schedule a time in week 3 of class to:

 meet with your team and consult them on the development of the draft Project Plan (Task
2.2),

 meet with the project sponsor and present the Plan for feedback and approval,

 finalise the Project Plan based on feedback.

Meeting with the project team:

o meet with your team and discuss the draft of the project plan,

o take into consideration their input into the planning document,

o make sure that the project team members are clear about their responsibilities and project
requirements,

o note their feedback to apply it to the project plan.

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 Duration: 15-20 minutes

This is an assessable task, and the trainer and assessor will evaluate your performance during the
meeting using an observation checklist.

If you are absent from class, it is your responsibility to make alternative arrangements with the
project team and the trainer and assessor.

Meeting with the Project Sponsor:

o meet with the Project Sponsor,

o present the draft project plan,

o gather feedback for and provide information about the plan,

o negotiate any proposed adjustment with the project sponsor,

o note the changes/adjustments/refinements agreed during the meeting,

o obtain approval for the Project Plan

o finalise the Project Plan draft developed in Task 2.2 based on the feedback received. Please
note that the assessor will check that the feedback is implemented in your submission.

Duration: 30 minutes.

This is an assessable task, and the trainer and assessor will evaluate your performance during the
meeting using an observation checklist—the project sponsor (trainer and assessor will confrm
approval of the plan in the observation checklist).

If you are absent from class, it is your responsibility to make alternative arrangements with the trainer
and assessor to meet with the project sponsor.

Use the templates provided below and follow the instructions provided.

Feedback
Record below the feedback received during the meeting with the project team and the meeting with the Project Sponsor.

The feedback must be applied when finalising the Project Plan in Task 2.2.

(30-50 words)

Feedback - summary

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 Appendix 1 – Scenario
XYZ Pty Ltd trading as ZEEMH was founded by husband and wife John Cluber and Marla Bennet. The
couple decided to start an online business in 2013 to allow more
flexibility in their family life. ZEEMH was an instant success, and it has
grown progressively in its years of operation.

Website: https://projectdipem.wixsite.com/zeemh .

Starting as an online retailer of exclusive coffee brands for home-

consumption, the company changed its business model by launching into
the production of its own brand of coffee and serving a market of both B2B and B2C customers.

ZEEMH (pronounced Zeem –H) is an innovative Australian online retailer for premium coffee. ZEEMH:

 produces creative and high-quality coffee blends, roasting coffee in its own facilities,
 sources coffee beans from around the world, searching for the best quality coffee,
 is an online retailer of its very own coffee brand: 100% Australian owned and operated,
 delivers its products within Australia (nationwide),
 focuses on a niche B2B and B2C target market.

ZEEMH coffee is:

 quality and innovation-driven,

 a champion for sustainability,
 delivered fast,
 Fair Trade approved,
 customisable.

Since 2013, the organisation has grown and expanded, moving from the spared room of a house in
Surrey Hills, Victoria, to a comfortable 2 level office in Port Melbourne, where they also have the

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 coffee roasting and packaging plant (same building). Warehouse operations are outsourced to MCW
Logistics (MCW looks after the importing operations relate to importing coffee beans in Australia and
the inventory management – for raw and refined products). MCW logistics is located close to the
ZEEMH headquarter.

So, fare their market has only focused on the Australian market.

XYZ Organisational Chart

Chief Financial
Finance Team
Officer

Marketing and
Marketing
Sales Team

Client Services Cleint Services

Manager Team
CEO and founder
Board of Directors HR Manager HR Team
COO and founder
MCW Logistics
(outsourced)
Production
Manager
Coffee Roasting
and Production
IT Outsourced Team

Ownership
ZEEMH is a Proprietary Limited company, 100% Australian owned and operated.  The majority of the
company is owned by founders John Cluber (40%) and Marla Bennet (40%). Steven Yun, an investor,
owns 20% of the company, and he is also part of the Board of Directors as an executive director.  
They have recruited experienced and highly skilled board members.

Key to Success
ZEEMH has identified four keys that are instrumental to its success:

 develop a niche product that aims to reach a market of boutique coffee lovers,

 deliver exceptional customer service in all aspects of the business cycle,

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  attract and retain quality staff,

 creativity, innovation and quality are the pillars the company is founded on.

About the Product

Coffee beans are sourced from selected producers around the world, and they must meet the
following characteristics:

 organics and Fair Trade approved,

 be produced on small to medium farms,

 pass the quality control standards of ZEEMH coffee roaster's experts.

The product:

 is roasted daily – an efficient inventory process is key to allow for the product to be shipped
and re-stocked fast,

 has won several quality awards from Australian coffee associations,

 delivered free of charge for orders over $ 80.00,

 is packaged using earthbags products (

https://www.thepackagingpeople.com.au/product/earth-bags/?
gclid=EAIaIQobChMI5K3_zNai3QIViGkqCh2mgQX2EAQYBCABEgIjhvD_BwE ).

Target Market
ZEEMH has identified three distinct customer segments:

 B2B – start-up independent coffee shops that aim to establish themselves as a boutique coffee
shop,

 B2B – established independent coffee shops that aim to differentiate their offering from their
competition,

 B2C – coffee drinkers that enjoy making good quality coffee at home (speciality coffee
drinkers). These buyers buy the beans whole to grind the coffee themselves, for the freshest
cup possible. ZEEMH has made a strategic decision not to sell ground coffee (this would
increase the cost of production).

Objectives
ZEEMH's objectives are:

 to make ZEEMH an icon brand for speciality coffee drinkers,

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  to develop an effective, well-placed e-commerce site for sales of coffee blends direct to the
public,

 to expand their market (to increase sales) without giving up on the exclusivity of the brand,

 to maintain and improve infrastructure for the fulfilment of Web-based sales.

Vision
ZEEMH's vision is to be the leader in the innovative and creative production and distribution of
superior coffee blends for true coffee lovers.

Mission
ZEEMH's mission is to provide the finest in coffee blends using the Internet to lower the cost to
consumer's.  ZEEMH exists to attract and maintain customers who love quality and boutique coffee. 
ZEEMH's services are designed and delivered to exceed the expectations of its customers.  

Values
ZEEMH:

 strongly values its people,

 promotes quality in every part of the business,

 champions innovation in our approach to business growth,

 supports creativity in our product offering,

 is committed to sustainability in everything we do,

 displays integrity in the way we do business,

 shows care and respect for our customers.

Strategic Direction
ZEEMH's strategy is based on capturing the higher end of the coffee lovers' market.

Also, ZEEMH aims to create a premium brand so that they can eventually capture market share across
broader geographic lines.

ZEEMH's competitive edge is:

 quality coffee,

 easy-to-use website,

 superior customer service,

 coffee blends customisation for clients.

The strategic objectives identified by the board of directors are:

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  increase brand awareness among B2C and B2B customers,

 increase market share among B2C clients by 20% in the next five years,

 expand to international markets,

 increase market share among B2B clients by 3% in the next three years,

 expand the product line to coffee equipment and Zeemh merchandise,

 identify strategic alliances to expand the company's footprint nationally and internationally,

 consider a HR strategic plan to attract and retain talent in the company,

 improve quality management practices to decrease production and logistic costs and establish
the brand as synonymous of quality first,

 improve customer retention and loyalty.

An integrated digital marketing campaign is recommended by the board. However, the board has
highlighted how a more traditional form of marketing, such as direct marketing, should be integrated
in the overall strategy. ZEEMH's clients like a personal approach to sales and interaction with the
company.

The board has committed to:

 $ 210,000 in marketing expenditure for the next financial year

 $ 450,000 in recruitment and improvement of HR practices (including professional

development for staff)

 $ 190,000 to quality improvement (including improvements to the roasting facilities in Port

Melbourne)

The project
ZEEMH has engaged you as a Project Manager to develop a website for its B2C online coffee making
training courses. The courses are part of the marketing strategy to improve brand awareness and
recognition, expand to international markets and create strategic alliances.

The parameters of the project That you will have to clarify with the project sponsor are:

 website planning, development, testing and launch to be completed within 3 months from the
day the Project Snapshot is approved,
 budget: $ 35,000 including the project team's wages (Project Manager and Project team
member engaged for the duration of the project),
 the online course development is excluded from the scope of the project (courses be
developed by a strategic partner, expert in course design), however, the material for the
courses must be provided by ZEEMH,

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  you can employee-only 1 new resource for the project, the rest of the project team will be
internal, and it will comprise of:
o 1 marketing officer, Jack Green, seconded to the project team 2 days/week,
o 1 client service officer, Marcel Red, seconded to the project 3 days/week,
o 2 remote team members from the sales team seconded to the project 1 day/every 2
weeks, Sarah White and Steven Black,
o 1 front desk officer to help with administrative duties in her role as receptionist for ZEEMH,
Laura Brown,
 use of ZEEMH facilities for the duration of the project is approved,
 2 laptops to be purchased for the project team,
 statement of work:
o plan the website,
o source web developer,
o liaise with the web developer and oversee their work,
o support website testing,
o decide on coffee making courses and liaise with the course developer (example of courses
include coffee fundamentals, coffee and spices, cooking with coffee, coffee making at
home, filter brewing, cold coffee, speciality coffee, coffee art),
o pricing strategy,
o collect material for coffee making courses (procedures, recipes, information and data) to
provide to course developer,
o upload online courses,
o plan website launch: communication strategy via social media including content
development,
o plan sales strategy for the first months after launch to achieve 250 enrolments,
o define key messages for the launch,
 quality requirements:
o reduce user's cognitive effort,
o web site in English, French, Italian, Spanish, Japanese,
o user sign up in max 3 easy steps,
o one clear call to action,
o functional links,
o branded for ZEEMH, conforms with ZEEMH website,
o each page to contain appropriate metadata,
o correct functionality of dynamic content and applications,
o foreground and background colour provide sufficient contrast for both images and text,
o browser compatibility,
o high-quality images,
o google analytics,
o SEO,

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 o provide seamless and engaging user experience,
 other projects are undertaken by ZEEMH at the same time:
o process improvement for coffee production,
o staff training in using new CRM,
o identify and pursue a strategic alliance to export coffee to Japan,
 known risks:
o staff seconded to project work is already at capacity, the additional workload may impact
on their work performance,
o lack of project management knowledge in the organisation,
o competing priorities due to concurrent projects,
o use of internal staff could stretch the project team capabilities,
o high-staff turnover in the client service team,
o product recall for a new blend of coffee due to safety risk to the client has negatively
impacted ZEEMH' s reputation for quality and a public relation effort is currently underway,
o financial resources are stretched due to investment in different projects.

Project conditions

1. Six to eight team members (two to four students plus four virtual team members) who must be
utilised and budgeted for. COO (project sponsor, the assessor), will determine composition of
the project team.

2. The structure of the work should include roles for project sponsor, technical experts, quality
assurance of deliverables, project manager (yourself initially and, after provisional approval, as
negotiated with your team), and roles and responsibilities for each team member to achieve the
deliverables according to standards, etc.

3. All reasonable resources (e.g. access to a room, computers, software and templates) will be
provided. (Paper and telecommunications costs, for example, to be covered by students.) All
resources must be costed and included in your budget.

4. Your COO (project sponsor, the assessor) will clarify project deliverables—for example,
presentations, information sessions, posters, promotional materials, etc. You may determine
your own specific deliverables so long as they are agreed to with stakeholders, meet project
objectives, and adhere to budgetary constraints.

5. Project timeframe 3 months from the day the Project Snapshot is approved.

6. The project should include design, development, implementation and evaluation stages (with
periodic quality review).

7. Project status reports are due at 25%, 50% and 75% of allotted timeframe.

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 8. The project must be coordinated with other organisational projects, operations, etc.

9. XYZ policies and procedures are provided in a separate folder.

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