Assessor Resource

CPPDSM5030
Manage projects in the property industry

Assessment tool

Version 1.0
Issue Date: March 2024


This unit of competency specifies the outcomes required to plan, organise and monitor projects in the property industry. It requires the ability to establish project requirements, monitor quality assurance processes, and evaluate project processes and outcomes.

The unit supports the work of those involved in planning, organising and monitoring projects. It applies to real estate agents, strata community managers, stock and station agents, Nationwide House Energy Rating Scheme (NatHERS) assessors, and home sustainaibility assessors.

Licensing, legislative, regulatory or certification requirements apply to this unit in some States and Territories. Relevant state and territory regulatory authorities should be consulted to confirm those requirements.

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



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.

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions.

1.

Determine project requirements.

1.1.

Project brief is identified and analysed to determine project requirements.

1.2.

Project objectives and timelines are negotiated and agreed in consultation with client.

1.3.

Roles and responsibilities associated with project implementation are clearly defined and documented.

1.4.

Quality assurance goals and strategies are established.

1.5.

Monitoring and reporting arrangements for project activities are established and documented.

1.6.

Risk management plan to identify, assess and control risks is developed and incorporated into project plan.

1.7.

Project plan is developed and reviewed to ensure it accurately reflects agreed terms and conditions.

2.

Organise support processes.

2.1.

Resource requirements are identified and organised according to project plan.

2.2.

Targets and milestones are identified and linked to achievement of outcomes according to project plan.

2.3.

Effective communication strategies to encourage regular and accurate communication flow and feedback are established.

2.4.

Documentation and checklists associated with project plan implementation are prepared and disseminated.

2.5.

Contingencies are identified and activities planned to maximise quality outcomes.

3.

Monitor project processes and outcomes.

3.1.

Project progress is systematically monitored and variations to project plan are verified with client and adjusted accordingly.

3.2.

Expenditure and resource usage are monitored and controlled to ensure objectives are achieved within specified parameters.

3.3.

Coaching and mentoring assistance is provided to project team as required to overcome difficulties throughout implementation process.

3.4.

Regular reports on project progress and outcomes are provided to client and project team to ensure adherence to project plan.

3.5.

Systems, records and reporting procedures are maintained.

4.

Evaluate project outcomes.

4.1.

Project processes and outcomes are evaluated.

4.2.

Systematic review processes and established evaluation methods are identified and used to assess project processes and outcomes.

4.3.

Evaluation results and recommendations are prepared and presented to management.

4.4.

Relevant documentation is completed and processed.

A person demonstrating competency in this unit must satisfy all of the elements, performance criteria, foundation skills and range of conditions of this unit.

The person must also plan, organise and monitor one project in the property industry.

In doing the above, the person must:

develop and implement feedback strategies to obtain information from relevant people on ways to improve relationships and delivery of client services

identify networking requirements through consultation with clients and colleagues

apply knowledge of organisation’s practices and ethical standards associated with maintaining positive business relationships and active professional networks

maintain up-to-date computer databases of relevant contacts and associated information

promote and participate in networks and provide support to network members

select appropriate methods and adapt communication styles when communicating with clients.

A person demonstrating competency in this unit must demonstrate knowledge of:

consultative processes used in property-related projects

contingency and risk analysis techniques

continuous improvement processes relating to managing projects

key project success factors and typical project pitfalls

limitations of own work role, responsibilities and professional abilities in relation to managing projects

organisational quality systems, such as:

issues relating to client satisfaction

recording systems

strategic planning processes

project management concepts and principles

project management systems and tools, such as:

critical path method

program evaluation and review technique (PERT)

processes for administering project contracts, including managing contract variations

systems and procedures for project planning and scheduling

type and scope of property-related project specified in the performance evidence

types of contingencies in property-related project.

The following must be present and available to learners during assessment activities:

equipment:

computer system with internet, email and printing facilities

material:

project management software

specifications:

project specifications

sources of information on project management

workplace policies and procedures on project management

supervisor:

member of a work team in a property industry context.

Assessor requirements

As a minimum, assessors must satisfy the assessor requirements in the Standards for Registered Training Organisations (RTOs) current at the time of assessment.


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.

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions.

1.

Determine project requirements.

1.1.

Project brief is identified and analysed to determine project requirements.

1.2.

Project objectives and timelines are negotiated and agreed in consultation with client.

1.3.

Roles and responsibilities associated with project implementation are clearly defined and documented.

1.4.

Quality assurance goals and strategies are established.

1.5.

Monitoring and reporting arrangements for project activities are established and documented.

1.6.

Risk management plan to identify, assess and control risks is developed and incorporated into project plan.

1.7.

Project plan is developed and reviewed to ensure it accurately reflects agreed terms and conditions.

2.

Organise support processes.

2.1.

Resource requirements are identified and organised according to project plan.

2.2.

Targets and milestones are identified and linked to achievement of outcomes according to project plan.

2.3.

Effective communication strategies to encourage regular and accurate communication flow and feedback are established.

2.4.

Documentation and checklists associated with project plan implementation are prepared and disseminated.

2.5.

Contingencies are identified and activities planned to maximise quality outcomes.

3.

Monitor project processes and outcomes.

3.1.

Project progress is systematically monitored and variations to project plan are verified with client and adjusted accordingly.

3.2.

Expenditure and resource usage are monitored and controlled to ensure objectives are achieved within specified parameters.

3.3.

Coaching and mentoring assistance is provided to project team as required to overcome difficulties throughout implementation process.

3.4.

Regular reports on project progress and outcomes are provided to client and project team to ensure adherence to project plan.

3.5.

Systems, records and reporting procedures are maintained.

4.

Evaluate project outcomes.

4.1.

Project processes and outcomes are evaluated.

4.2.

Systematic review processes and established evaluation methods are identified and used to assess project processes and outcomes.

4.3.

Evaluation results and recommendations are prepared and presented to management.

4.4.

Relevant documentation is completed and processed.

This section specifies work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included. Bold italicised wording, if used in the performance criteria, is detailed below.

Project must include:

outcomes that are focused on the property industry.

Quality assurance goals and strategies must include at least four of the following:

formal structure against which progress can be evaluated

budgets and timetables that enable the commitment of resources at appropriate points in the project

compliance with Australian standards

contingency plans to cater for a change of corporate focus or significant project difficulties

continuous improvement strategies

mechanisms for involving a wide variety of interested parties or stakeholders in the project

procedures for monitoring and evaluating project outcomes and client satisfaction

reducing risk by anticipating, evaluating and developing strategies for managing possible problems

reporting procedures and protocols.

Risks must include at least four of the following:

budget constraints

competing work demands

inadequate active participation in the quality management process by all stakeholders

resource and material availability

equipment and technology breakdown

time delays

workplace hazards, risks and controls.

Project plan must include at least five of the following:

formal structure against which progress can be evaluated

acquisition strategies

budgets and timetables that enable the commitment of resources at appropriate points in the project

consultation strategies to involve stakeholders

contingency plans to cater for changes or significant project difficulties

objectives, scope and expected benefits of the project

project implementation plans

project management methodology to be used

quality assurance procedures

risk management plans

specifications

structure of the project

transition plans.

A person demonstrating competency in this unit must satisfy all of the elements, performance criteria, foundation skills and range of conditions of this unit.

The person must also plan, organise and monitor one project in the property industry.

In doing the above, the person must:

develop and implement feedback strategies to obtain information from relevant people on ways to improve relationships and delivery of client services

identify networking requirements through consultation with clients and colleagues

apply knowledge of organisation’s practices and ethical standards associated with maintaining positive business relationships and active professional networks

maintain up-to-date computer databases of relevant contacts and associated information

promote and participate in networks and provide support to network members

select appropriate methods and adapt communication styles when communicating with clients.

A person demonstrating competency in this unit must demonstrate knowledge of:

consultative processes used in property-related projects

contingency and risk analysis techniques

continuous improvement processes relating to managing projects

key project success factors and typical project pitfalls

limitations of own work role, responsibilities and professional abilities in relation to managing projects

organisational quality systems, such as:

issues relating to client satisfaction

recording systems

strategic planning processes

project management concepts and principles

project management systems and tools, such as:

critical path method

program evaluation and review technique (PERT)

processes for administering project contracts, including managing contract variations

systems and procedures for project planning and scheduling

type and scope of property-related project specified in the performance evidence

types of contingencies in property-related project.

The following must be present and available to learners during assessment activities:

equipment:

computer system with internet, email and printing facilities

material:

project management software

specifications:

project specifications

sources of information on project management

workplace policies and procedures on project management

supervisor:

member of a work team in a property industry context.

Assessor requirements

As a minimum, assessors must satisfy the assessor requirements in the Standards for Registered Training Organisations (RTOs) current at the time of assessment.

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
Project brief is identified and analysed to determine project requirements. 
Project objectives and timelines are negotiated and agreed in consultation with client. 
Roles and responsibilities associated with project implementation are clearly defined and documented. 
Quality assurance goals and strategies are established. 
Monitoring and reporting arrangements for project activities are established and documented. 
Risk management plan to identify, assess and control risks is developed and incorporated into project plan. 
Project plan is developed and reviewed to ensure it accurately reflects agreed terms and conditions. 
Resource requirements are identified and organised according to project plan. 
Targets and milestones are identified and linked to achievement of outcomes according to project plan. 
Effective communication strategies to encourage regular and accurate communication flow and feedback are established. 
Documentation and checklists associated with project plan implementation are prepared and disseminated. 
Contingencies are identified and activities planned to maximise quality outcomes. 
Project progress is systematically monitored and variations to project plan are verified with client and adjusted accordingly. 
Expenditure and resource usage are monitored and controlled to ensure objectives are achieved within specified parameters. 
Coaching and mentoring assistance is provided to project team as required to overcome difficulties throughout implementation process. 
Regular reports on project progress and outcomes are provided to client and project team to ensure adherence to project plan. 
Systems, records and reporting procedures are maintained. 
Project processes and outcomes are evaluated. 
Systematic review processes and established evaluation methods are identified and used to assess project processes and outcomes. 
Evaluation results and recommendations are prepared and presented to management. 
Relevant documentation is completed and processed. 

Forms

Assessment Cover Sheet

CPPDSM5030 - Manage projects in the property industry
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

CPPDSM5030 - Manage projects in the property industry

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: