Assessor Resource

CHCORG609D
Manage projects and strategies

Assessment tool

Version 1.0
Issue Date: April 2024


The skills described in this unit may be applied across a range of community services workplace contexts

This unit describes the knowledge and skills required to initiate, plan, implement and evaluate project management activities

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Prerequisites

Not Applicable

Employability Skills

This unit contains Employability Skills



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate this unit of competency:

The individual being assessed must provide evidence of specified essential knowledge as well as skills

This unit is most appropriately assessed in the workplace or in a simulated workplace and under the normal range of workplace conditions
This may include the use of languages other than English and alternative communication systems

Assessment is recommended to be conducted on more than one occasion and should include each phase of managing a project i.e. scoping, preparation, promotion, management and evaluation

Access and equity considerations:

All workers in community services should be aware of access, equity and human rights issues in relation to their own area of work

All workers should develop their ability to work in a culturally diverse environment

In recognition of particular issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on Aboriginal and Torres Strait Islander people

Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on Aboriginal and/or Torres Strait Islander clients and communities

Context of and specific resources for assessment:

This unit can be assessed independently, however holistic assessment practice with other community services units of competency is encouraged

Resource requirements for assessment of this unit include access to:

an appropriate workplace where assessment can be conducted or simulation of realistic workplace setting for assessment

Method of assessment:

Assessment may include observations, questioning and evidence gathered from the workplace setting e.g. portfolios, completed reports on projects etc

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

This describes the essential skills and knowledge and their level required for this unit.

Essential knowledge:

The candidate must be able to demonstrate essential knowledge required to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role

These include knowledge of:

Business and strategic planning

Financial management models/systems

Funding sources and submission protocols

General management principles/models

Marketing models/systems

People management models/systems

Project management models/processes

Range of services available across organisations

Essential skills:

It is critical that the candidate demonstrate the ability to:

Demonstrate application of knowledge related to applicable organisation and legislative requirements

Establish, manage and evaluate projects and services

In addition, the candidate must be able to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role

These include the ability to:

Demonstrate application of skills in:

project planning and management

financial /resource management

people management

research and evaluation

Manage processes to recognise and address environmental responsibility and sustainable practice issues in relation to specific projects

The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.

Project may:

Address the interests of either individual clients, groups or communities

Include events and campaigns of social, cultural, economic and political significance

Relate to employment creation, health, housing, legal advocacy initiatives

Strategy may relate to:

Advertising to attract participation

Awareness raising and community education

Community participation initiatives

Political lobbying

Factors to be addressed in the design of projects/strategies will include:

Analysis of social, political and economic factors and trends

Assessment of actual and potential impacts both positive and negative for clients

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
In considering the need for the project or strategy, review the extent to which existing initiatives and services already address needs and issues, and incorporate results into scoping report 
Clearly articulate to key stakeholders the rationale and underpinning values and beliefs for the proposed project or strategy, and seek their views and involvement as appropriate 
Develop a concept plan and submit to decision-makers for consideration and approval prior to proceeding to the project plan stage 
Develop project plan, incorporating relevant literature and other information 
Ensure project plan identifies: 
 
 
 
Ensure plan takes account of anticipated context and specific nature of people who will be involved in developing and implementing the project/strategy 
Undertake an appropriate level of consultation with all contributors to proposed project/strategy and report their views clearly and accurately 
Negotiate aspects of the plan with relevant people as required 
Develop funding options for implementing the plan 
Where resources are not available, submit funding proposals to relevant bodies as appropriate 
Make funding submissions in accordance with any guidelines available from funding bodies and written in a format acceptable to decision-makers 
Undertake appropriate liaison and negotiation with decision-makers and potential funding bodies to advance the case to acquire resources 
Develop a marketing/promotion strategy and submit for approval to decision-makers prior to project implementation 
Use a variety of appropriate communication media to promote project to target audience 
Support those involved in implementing the project or strategy to establish and maintain clarity about the aim and objectives to be pursued 
Clearly and appropriately convey logistical details to those implementing the project/strategy, including time scales, place, resources, staffing, limits and administrative procedures relating to income and expenditure 
Establish, monitor and regularly review, policies and procedures to manage the use of staff, equipment and other physical assets 
Develop project budget and monitor expenditure and resources against budget, in line with organisation policies, procedures and planned time scales 
Identify risks associated with implementing the project or strategy and take steps to maximise high quality project outcomes 
Implement strategies to ensure project/strategy is implemented in line with relevant guidelines and legal requirements and is sufficiently flexible to suit a variety of contexts and to cope with contingencies 
Implement strategies to ensure project or strategy is adapted in the light of feedback, and to take account of changing social, political and economic contexts 
In choosing an evaluation strategy, examine a variety of models 
Ensure the evaluation strategy employs appropriate techniques to collect data, taking into account the nature of information, time and resource constraints and views of people and groups who have a stake and interest 
Regularly monitor implementation of the project or strategy against the agreed plan 
Ensure collection, collation and reporting of evaluation information meets standards and needs of decision-makers, funding agencies and other people and groups with a stake in the project/ strategy 
Use evaluation information collected to revise project/strategy, and to guide ongoing development and implementation and possible future directions 

Forms

Assessment Cover Sheet

CHCORG609D - Manage projects and strategies
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

CHCORG609D - Manage projects and strategies

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: