Assessor Resource

SITXMGT003
Manage projects

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the performance outcomes, skills and knowledge required to develop project plans, implement project activities, monitor progress to ensure objectives are achieved, and evaluate all aspects of projects.

The unit applies to all tourism, travel, hospitality and event sectors and the project could relate to event planning and execution, product development, research or initiatives such as the introduction of new workplace systems or technologies.

It applies to senior personnel who operate independently or with limited guidance from others and who are responsible for making a range of operational business and project management decisions.

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

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

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Define project scope.

1.1.Identify project objectives, budget, scope of activities and deliverables.

1.2.Clarify relationship of project to others and to overall organisational objectives.

1.3.Identify stakeholders and their requirements for consultation and involvement in project activities.

1.4.Confirm administrative structure for project management, individual responsibility and reporting hierarchy.

1.5.Determine required resources for the project.

2. Develop project plan.

2.1.Consult with stakeholders to facilitate input and to achieve approval for project plan.

2.2.Determine risk, and regulatory and sustainability issues and incorporate them into plan.

2.3.Integrate quality, financial, human and physical resource specifications for project activities.

2.4.Develop and integrate project evaluation methods.

2.5.Plan internal and external communications, public relations and marketing approaches.

2.6.Document integrated project management plan.

2.7.Communicate plan and roles and responsibilities to all involved.

3. Administer and monitor project.

3.1.Implement project activities according to plan and in conjunction with stakeholders and project team members, providing support and assistance as required.

3.2.Implement financial and quality control systems according to project plan.

3.3.Monitor progress to ensure objectives, deliverables, timelines, cost and quality of project are achieved.

3.4.Identify deviations from plan, assess and take action to realign project activities to meet objectives.

3.5.Determine and act on the need for project variations, including additional project resources.

3.6.Provide progress and final reports according to project requirements.

3.7.Complete project within agreed timelines.

4. Evaluate project.

4.1.Assess project effectiveness at specified stages, using agreed evaluation methods.

4.2.Evaluate completed project for administrative efficiency, quality and achievement of objectives.

4.3.Report outcomes to stakeholders and use information to enhance future project planning and management activities.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

develop and implement a plan for a project, addressing one or more of the following objectives:

community or industry development

economic or social benefits

education or training

profit

research

administer and monitor the following components of the above project:

dedicated project budget and financial control system

administrative components involving individual responsibility and reporting hierarchy for at least two of the following:

advisory or reference group

consultants, contractors and suppliers

organisational management

project management committee

secretariat

progress against project objectives

quality control system

risk, regulatory and sustainability issues

lead a project team and liaise with a wide range of stakeholders during the planning and implementation phases of the above project, providing at least two of the following forms of support and assistance as appropriate:

additional resources

formal training opportunities

informal coaching and feedback

moderation and joint planning sessions

regular meetings and briefings

representing team interests in wider forums

demonstrate sound administrative processes when planning and implementing the above project within required timeframes.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

project management processes and the project life cycle:

planning and requirements of project plans:

objectives

deliverables, scheduling and milestones

allocation of roles and responsibilities

documentation and role of technology

monitoring and control systems

evaluation criteria, both quantitative and qualitative and methods for measuring the success of project objective

project management plan inclusions:

budget

consultation strategies

internal and external communication processes and channels

key milestones

marketing strategies

objectives and outcomes

personnel

priorities and key milestones

quality assurance process

reporting requirements

responsibilities of project personnel and stakeholders

risk management and contingency plans

safety initiatives

selection or tendering process

sponsors

stages

sustainability considerations

timeframes

industry sector and organisation:

role of various project management personnel and stakeholders in the management of projects

reporting hierarchy

administrative structure:

advisory and reference groups

consultants

consultative groups

contractors and suppliers

internal or external project manager

management

management committee

secretariat

risk, regulatory and sustainability issues for project management, particularly those related to:

financial management

human resource management

physical resource management

potential stakeholders in a project:

community agencies

customer or client

funding bodies

government departments or statutory authorities

host organisation

industry associations

internal personnel

management

management committee

media

regulatory authorities

sponsors.

Skills must be demonstrated in an operational tourism, travel, hospitality or events business operation or activity for which projects are managed. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

projects to be managed by the individual

information and communications technology currently used to manage projects

physical and financial resources to support the project

a project team for whom the individual is a leader

project stakeholders with whom the individual can interact; these can be:

those in an industry workplace who are assisted by the individual during the assessment process; or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment operated within a training organisation.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.


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

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Define project scope.

1.1.Identify project objectives, budget, scope of activities and deliverables.

1.2.Clarify relationship of project to others and to overall organisational objectives.

1.3.Identify stakeholders and their requirements for consultation and involvement in project activities.

1.4.Confirm administrative structure for project management, individual responsibility and reporting hierarchy.

1.5.Determine required resources for the project.

2. Develop project plan.

2.1.Consult with stakeholders to facilitate input and to achieve approval for project plan.

2.2.Determine risk, and regulatory and sustainability issues and incorporate them into plan.

2.3.Integrate quality, financial, human and physical resource specifications for project activities.

2.4.Develop and integrate project evaluation methods.

2.5.Plan internal and external communications, public relations and marketing approaches.

2.6.Document integrated project management plan.

2.7.Communicate plan and roles and responsibilities to all involved.

3. Administer and monitor project.

3.1.Implement project activities according to plan and in conjunction with stakeholders and project team members, providing support and assistance as required.

3.2.Implement financial and quality control systems according to project plan.

3.3.Monitor progress to ensure objectives, deliverables, timelines, cost and quality of project are achieved.

3.4.Identify deviations from plan, assess and take action to realign project activities to meet objectives.

3.5.Determine and act on the need for project variations, including additional project resources.

3.6.Provide progress and final reports according to project requirements.

3.7.Complete project within agreed timelines.

4. Evaluate project.

4.1.Assess project effectiveness at specified stages, using agreed evaluation methods.

4.2.Evaluate completed project for administrative efficiency, quality and achievement of objectives.

4.3.Report outcomes to stakeholders and use information to enhance future project planning and management activities.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

develop and implement a plan for a project, addressing one or more of the following objectives:

community or industry development

economic or social benefits

education or training

profit

research

administer and monitor the following components of the above project:

dedicated project budget and financial control system

administrative components involving individual responsibility and reporting hierarchy for at least two of the following:

advisory or reference group

consultants, contractors and suppliers

organisational management

project management committee

secretariat

progress against project objectives

quality control system

risk, regulatory and sustainability issues

lead a project team and liaise with a wide range of stakeholders during the planning and implementation phases of the above project, providing at least two of the following forms of support and assistance as appropriate:

additional resources

formal training opportunities

informal coaching and feedback

moderation and joint planning sessions

regular meetings and briefings

representing team interests in wider forums

demonstrate sound administrative processes when planning and implementing the above project within required timeframes.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

project management processes and the project life cycle:

planning and requirements of project plans:

objectives

deliverables, scheduling and milestones

allocation of roles and responsibilities

documentation and role of technology

monitoring and control systems

evaluation criteria, both quantitative and qualitative and methods for measuring the success of project objective

project management plan inclusions:

budget

consultation strategies

internal and external communication processes and channels

key milestones

marketing strategies

objectives and outcomes

personnel

priorities and key milestones

quality assurance process

reporting requirements

responsibilities of project personnel and stakeholders

risk management and contingency plans

safety initiatives

selection or tendering process

sponsors

stages

sustainability considerations

timeframes

industry sector and organisation:

role of various project management personnel and stakeholders in the management of projects

reporting hierarchy

administrative structure:

advisory and reference groups

consultants

consultative groups

contractors and suppliers

internal or external project manager

management

management committee

secretariat

risk, regulatory and sustainability issues for project management, particularly those related to:

financial management

human resource management

physical resource management

potential stakeholders in a project:

community agencies

customer or client

funding bodies

government departments or statutory authorities

host organisation

industry associations

internal personnel

management

management committee

media

regulatory authorities

sponsors.

Skills must be demonstrated in an operational tourism, travel, hospitality or events business operation or activity for which projects are managed. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

projects to be managed by the individual

information and communications technology currently used to manage projects

physical and financial resources to support the project

a project team for whom the individual is a leader

project stakeholders with whom the individual can interact; these can be:

those in an industry workplace who are assisted by the individual during the assessment process; or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment operated within a training organisation.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.

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
Identify project objectives, budget, scope of activities and deliverables. 
Clarify relationship of project to others and to overall organisational objectives. 
Identify stakeholders and their requirements for consultation and involvement in project activities. 
Confirm administrative structure for project management, individual responsibility and reporting hierarchy. 
Determine required resources for the project. 
Consult with stakeholders to facilitate input and to achieve approval for project plan. 
Determine risk, and regulatory and sustainability issues and incorporate them into plan. 
Integrate quality, financial, human and physical resource specifications for project activities. 
Develop and integrate project evaluation methods. 
Plan internal and external communications, public relations and marketing approaches. 
Document integrated project management plan. 
Communicate plan and roles and responsibilities to all involved. 
Implement project activities according to plan and in conjunction with stakeholders and project team members, providing support and assistance as required. 
Implement financial and quality control systems according to project plan. 
Monitor progress to ensure objectives, deliverables, timelines, cost and quality of project are achieved. 
Identify deviations from plan, assess and take action to realign project activities to meet objectives. 
Determine and act on the need for project variations, including additional project resources. 
Provide progress and final reports according to project requirements. 
Complete project within agreed timelines. 
Assess project effectiveness at specified stages, using agreed evaluation methods. 
Evaluate completed project for administrative efficiency, quality and achievement of objectives. 
Report outcomes to stakeholders and use information to enhance future project planning and management activities. 

Forms

Assessment Cover Sheet

SITXMGT003 - Manage projects
Assessment task 1: [title]

Student name:

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

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Assessment Record Sheet

SITXMGT003 - Manage projects

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

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