Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

BSBPMG511A Mapping and Delivery Guide
Manage project scope

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency BSBPMG511A - Manage project scope
Description This unit describes the performance outcomes, skills and knowledge required to determine and manage project scope. It involves obtaining project authorisation, developing a scope-management plan, and managing the application of project scope controls.
Employability Skills This unit contains employability skills.
Learning Outcomes and Application This unit applies to those responsible for managing and leading a project in an organisation, business or as a consultant.The project manager operates within assigned authority levels, and is responsible for own performance and the performance of others.The project manager may undertake the work in the context of an organisational program and/or portfolio of projects.This unit has generic application for projects in a range of industries, organisations and contexts.In the context of this unit a project is defined as involving:a comprehensive, detailed and integrated project management plana formal communications plana dedicated and project-based budgetformal and planned engagement with a wide range of stakeholdersa documented risk, issues and change-management methodologya quality plan with assurance and control processesa project team-based environment.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites Not applicable.
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Conduct project authorisation activities
  • Develop and confirm procedures for project authorisation with an appropriate authority
  • Obtain authorisation to expend resources
  • Confirm project delegations and authorities in project governance arrangements
       
Element: Define project scope
  • Identify, negotiate and document project boundaries
  • Establish measurable project benefits, outcomes and outputs
  • Establish a shared understanding of the desired project outcomes with relevant stakeholders
  • Document scope-management plan
       
Element: Manage project scope-control process
  • Implement agreed scope-management procedures and processes
  • Manage the impact of scope changes within established time, cost and quality constraints according to change-control procedures
  • Identify and document scope-management issues and recommend improvements for future projects
       


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, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

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

Evidence of the following is essential:

demonstrating scope management for a project of sufficient complexity

knowledge of scope-management plans, tools, issues and likely challenges.

Context of and specific resources for assessment

Assessment must ensure:

access to workplace documentation used to document and manage project scope

consideration of feedback from project stakeholders regarding the management of project scope.

Method of assessment

A range of assessment methods should be used to assess practical skill and knowledge. The following examples are appropriate for this unit:

direct questioning combined with review of portfolios of evidence and third-party workplace reports of on-the-job performance by the candidate

oral or written questioning to assess knowledge of strategies for managing project scope and their application in different situations

analysis of responses in addressing case studies and scenarios that present project scope-management issues and problems

observation of demonstrated techniques in negotiating changes to scope

review of scope-management plan

assessment of documentation related to scope-management issues and recommended improvements.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, 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.

Required skills

literacy skills to interpret and analyse complex project plans and documentation

negotiation skills to address changes to scope with a range of stakeholders

planning and organising skills to:

monitor scope

respond to potential and actual changes

problem-solving and analytical skills to address project scope-management issues and challenges.

Required knowledge

components of a project scope-management plan

factors likely to impact on project scope

formal change-control processes

methods for measuring work outcomes and progress against plans

methods for segmenting and documenting a work breakdown structure

problem areas likely to be encountered in scope management

procedures for reporting scope change

project life cycle and the significance of scope management

project management tools used for managing scope

role and responsibilities of the project manager in relation to project planning

types of project initiation documentation.

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. 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) may also be included.

Project authorisation may:

already have been decided before involvement of the project manager

be in the form of a scope statement briefly explaining why the project has been formed, what it hopes to achieve and how success will be measured

be required at a number of critical review points during the project.

Appropriate authority may include:

client, owner, sponsor, senior executive or other individual or group vested with the authority to make decisions regarding the project

having the capacity to make decisions regarding commitment of funds, resources and priorities.

Project delegations and authorities may include:

consultative expectations

degree of line authority with project team

finance expenditure limits

procurement delegations

required organisational procedures.

Boundaries may include:

assumptions

constraints

exclusions

inclusions

principal work activities

product specification

project deliverables

project objectives

scope of works

work breakdown structure.

Relevant stakeholders may include:

clients

decision makers

internal and external parties

sponsors

team members.

Scope management may include:

determining that a scope change has occurred or is about to occur

identifying and reporting scope creep

identifying factors influencing changes to scope

implementing agreed scope changes

monitoring and reporting the effect of scope changes on other areas and on achievement of project objectives

refining scope progressively throughout the project life cycle

seeking authorisation for changes to project scope.

Change-control procedures may include:

formal agreements, for example contracts, subcontracts and memoranda of understanding

major elements of the project likely to change, for example design, engineering and finance

project documentation, including plans, schedules, statements, directives, guidelines and instructions.

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
Develop and confirm procedures for project authorisation with an appropriate authority 
Obtain authorisation to expend resources 
Confirm project delegations and authorities in project governance arrangements 
Identify, negotiate and document project boundaries 
Establish measurable project benefits, outcomes and outputs 
Establish a shared understanding of the desired project outcomes with relevant stakeholders 
Document scope-management plan 
Implement agreed scope-management procedures and processes 
Manage the impact of scope changes within established time, cost and quality constraints according to change-control procedures 
Identify and document scope-management issues and recommend improvements for future projects 

Forms

Assessment Cover Sheet

BSBPMG511A - Manage project scope
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

BSBPMG511A - Manage project scope

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: