BM562 CW1 Project Portfolio 2022

CW1 2022

BM562 Project Portfolio

Key information
Consultancy group
name
Consultancy group 1
members and student 2
ID numbers 3
4
5

Client company name

Client contact
Supervisor name
Date of submission

Project title

Submitted in part fulfilment of BM562 module assignments

 BM518 CW1 Project Portfolio 2022
Submission Components

To achieve a pass this portfolio must contain all the following elements:

1. The Project Portfolio GROUP/INDIVIDUAL (80% Group Portfolio

and 20% Client Reference)

This assignment effectively encompasses the reporting of the management of

the whole project. You are asked to compile a portfolio of evidence to show how you
ran the project from inception to completion. This is highly prescribed in terms of the
tasks you need to accomplish and the evidence you need to provide.

TASK EVIDENCE

1 Copy of original brief provided by the client Taken from Blackboard

2 Exploration and agreement of brief, expectations and Meeting notes signed by client
outcomes of the project following first meeting with
client
3 Detailed Project Plan with monthly updates Original plan plus two
monthly project progress
summaries
4 Signed Partnership Agreement
Document
5 Minutes of all team meetings At least 3 sets of team
meeting minutes

6 Minutes of all supervisor meetings At least 3 sets of

supervisor meeting
minutes
7 Minutes of all client meetings At least 3 sets of client
meeting minutes

8 Showcase evidence Photos, blog, video etc

9 Client Report Template is in this
document 2,000 +/- 10%

10 CLIENT REFERENCE and assessment Template is in this document

It is your responsibility to obtain this.
(This is worth 10% of the final mark of this submission)

11 Group log of portfolio contributions Template is in this document

12 Any further Appendices which add value to the portfolio

Submitted in part fulfilment of BM562 module assignments

 BM562 CW1 Project Portfolio 2022
1. Each task must be completed.
2. The overall portfolio will be marked according to the assessment criteria
grid.
3. The overall Portfolio will be assessed at 80% of the coursework 1 mark.
4 The Client Reference will carry 20% of the mark for coursework 1. Clients
will be encouraged to provide individual feedback

Submitted in part fulfilment of BM562 module assignments

 BM562 CW1 Project Portfolio 2022
Client Project Brief

The brief taken from Blackboard may be used for this element of the portfolio.

Submitted in part fulfilment of BM562 module assignments

 BM562 CW1 Project Portfolio 2022
Exploration and agreement of the brief from 1st meeting with client

What is the problem(s) or issue that the client needs to address?

Why is s/he focusing on this problem?

Further background information about the company/competitors/customers etc, relevant to the

problem

Key deliverables/What would be a ‘successful’ outcome for the client, by the end of the
project?

Concerns/limitations raised by the client (e.g. costs, client availability)

Concerns raised by the consulting team

What actions were agreed and what are the deadlines for these?

Next client meeting date (or schedule of dates).

Submitted in part fulfilment of BM562 module assignments

 BM562 CW1 Project Portfolio 2022
Project plan

Note: Although you do not need to create a full Gantt chart, you still need to show
clearly which tasks are to be undertaken, by when and by whom.

Two updates on the original project plan should be inserted in your portfolio too.

Submitted in part fulfilment of BM562 module assignments

 BM562 CW1 Project Portfolio 2022

Partnership agreement

This should contain the detailed ground rules and performance management
process which your team will follow, to ensure all consultants in the team are
performing. Guidance for developing this will have been given in lectures.

Submitted in part fulfilment of BM562 module assignments

 BM562 CW1 Project Portfolio 2022
Minutes of team, client and supervisor meetings

It is fine to develop your own templates, but the minimum information required is;

Minutes of (Team/Client/Supervisor) Meeting (state which it is)

Date :

Present:

Absent:

Minutes of last meeting

Are these accepted as a correct record?

Brief summary of any points arising

Agenda

5 etc.

For each agenda item:

Key points

Actions agreed and deadlines

Any other business

Date of next meeting

Submitted in part fulfilment of BM562 module assignments

 BM562 CW1 Project Portfolio 2022
Showcase evidence

Please insert photos of your stand or send separate video links to your supervisor.

Submitted in part fulfilment of BM562 module assignments

 BM562 CW1 Project Portfolio 2022

Final report – 2500 words +/- 10%

Your report should adopt an evaluative approach and be structured as detailed below. This
structure applies ideas from the Consulting Life-Cycle chapter (Chapter 5) from O’Mahoney and
Markham (2013).

Your report should use line and a half spacing and be suitable for sending to the client as
well as for inclusion in the portfolio. Careful attention should be paid to presentation,
spelling and grammar, as would be the case if you were paid consultants.

Note that each section of the report builds on the previous one(s) so if you divide the work up
between you, you need to be careful that there is a logical progression of argument.

Problem Statement
Briefly explain the problem or issue that your client wanted you to address (once the brief had been
clarified after your initial meetings).
Use pages 142-143 of O’Mahoney and Markham (2013) to help identify what should be in a
problem statement. (See Week 8 on Blackboard).

Research
Summarise what research (secondary and primary) you planned and undertook, to help respond to
the problem/understand more about it.

Solutions
Evaluate and rank the solutions that your team offered, making clear links between your research
findings and your suggestions.
Be as specific as you can s e.g. ‘The primary research showed that 80% of the target group do not
use Facebook, but two thirds do use xyz platform on a weekly basis and this is why route abc is
recommended’.

Outcomes
Summarise what you have delivered to and achieved for the client, in relation to the business
problem (identified in the problem statement).

Handover
Briefly comment on anything that the client needs to do to implement the agreed solution(s) or
continue to focus on, now that the project has been completed.

References
Your reference list should include all sources mentioned in the report.

No appendices are required to the report element itself, but you can add Appendices to the
Portfolio (see last page). You should aim, though, for the report to work as a ‘standalone’
document’, where the client could assess your contribution to his/her business without
seeing the whole of the rest of the portfolio.

Submitted in part fulfilment of BM562 module assignments

 BM562 CW1 Project Portfolio 2022
Client Reference

Client name
Company Name
Name of consultancy group

What feedback would you like to give the whole group on what they did well for you?

What feedback would you like to give the whole group on what they could have
done better for you?

Please can you give each member of the team a mark out of 10 for their contribution
to your project. (4 out of 10 is our pass mark)

Student name Mark out of 10

What advice would you give this group on improving their employability?

Are you willing to offer another project next year?

Submitted in part fulfilment of BM562 module assignments

 BM562 CW1 Project Portfolio 2022
Group log
For this, you just need to make clear, who did which sections of the portfolio. You can complete or
adapt the table below to show this. Please all sign the Group Log, to show that you consider it an
accurate record.

TASK Completed by ID numbers

1 Copy of original brief provided by the client

2 Exploration and agreement of brief, expectations and
outcomes of the project following first meeting with
client
3 Detailed Project Plan with monthly updates

4 Signed Partnership Agreement

5 Minutes of all team meetings

6 Minutes of all supervisor meetings

7 Minutes of all client meetings

8 Showcase evidence
9 Final report suitable for sending to the client

10 CLIENT REFERENCE and assessment

(This is worth 10% of the final mark of this submission)

11 Group log of portfolio contributions

12 Any further Appendices which add value to the portfolio

Please print name and sign

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Additional Appendices are optional:

Consultancy team - Please add as final Appendices any relevant additional

information you think adds value to your submission and make sure that you
cross reference these in your report.