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

BSBPMG806 Mapping and Delivery Guide
Manage portfolio communications and change

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency BSBPMG806 - Manage portfolio communications and change
Description
Employability Skills
Learning Outcomes and Application This unit describes the skills and knowledge required to manage communications and change within a portfolio. It covers portfolio metrics, data collection and measurement, stakeholder involvement and communication.A portfolio is the centralised management of one or more portfolios of projects, which includes identifying, prioritising, authorising, managing and controlling projects, programs and other related work, to achieve specific strategic business objectives.It applies to individuals who operate at the strategic level within the organisation. Unlike projects or programs, a portfolio does not have a finite life, instead it is a continuous process and requires regular tending to ensure the portfolio remains in balance and is consistent with the organisation’s strategic objectives.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites
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: Apply portfolio metrics, measurement and report
  • Develop and regularly review a portfolio communications strategy, for use by portfolio staff
  • Use a portfolio management information system to dynamically capture and manage information on projects and programs that comprise the portfolio and their status
  • Ensure progress reports to executive management show achievement or non-achievement toward strategic objectives
  • Communicate project selection criteria and project selection model throughout the organisation
  • Integrate portfolio data collection processes and systems into organisational processes and systems
       
Element: Undertake stakeholder engagement and management
  • Ensure the organisational strategic management planning team interacts with executive management
  • Ensure the ideal portfolio mix considers internal and external stakeholders needs
  • Ensure the organisation fosters a culture of continuous improvement and of open internal disclosure of appropriate portfolio information
       
Element: Communicate portfolio review outcomes
  • Identify and communicate criteria to evaluate portfolio management success
  • Forward regular portfolio management reports containing strategic information of portfolio status and progress to key project stakeholders
  • Communicate projects selected for inclusion in and rejection from the portfolio along with the rationale for the decision
       


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.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Apply portfolio metrics, measurement and report

1.1 Develop and regularly review a portfolio communications strategy, for use by portfolio staff

1.2 Use a portfolio management information system to dynamically capture and manage information on projects and programs that comprise the portfolio and their status

1.3 Ensure progress reports to executive management show achievement or non-achievement toward strategic objectives

1.4 Communicate project selection criteria and project selection model throughout the organisation

1.5 Integrate portfolio data collection processes and systems into organisational processes and systems

2. Undertake stakeholder engagement and management

2.1 Ensure the organisational strategic management planning team interacts with executive management

2.2 Ensure the ideal portfolio mix considers internal and external stakeholders needs

2.3 Ensure the organisation fosters a culture of continuous improvement and of open internal disclosure of appropriate portfolio information

3. Communicate portfolio review outcomes

3.1 Identify and communicate criteria to evaluate portfolio management success

3.2 Forward regular portfolio management reports containing strategic information of portfolio status and progress to key project stakeholders

3.3 Communicate projects selected for inclusion in and rejection from the portfolio along with the rationale for the decision

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.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Apply portfolio metrics, measurement and report

1.1 Develop and regularly review a portfolio communications strategy, for use by portfolio staff

1.2 Use a portfolio management information system to dynamically capture and manage information on projects and programs that comprise the portfolio and their status

1.3 Ensure progress reports to executive management show achievement or non-achievement toward strategic objectives

1.4 Communicate project selection criteria and project selection model throughout the organisation

1.5 Integrate portfolio data collection processes and systems into organisational processes and systems

2. Undertake stakeholder engagement and management

2.1 Ensure the organisational strategic management planning team interacts with executive management

2.2 Ensure the ideal portfolio mix considers internal and external stakeholders needs

2.3 Ensure the organisation fosters a culture of continuous improvement and of open internal disclosure of appropriate portfolio information

3. Communicate portfolio review outcomes

3.1 Identify and communicate criteria to evaluate portfolio management success

3.2 Forward regular portfolio management reports containing strategic information of portfolio status and progress to key project stakeholders

3.3 Communicate projects selected for inclusion in and rejection from the portfolio along with the rationale for the decision

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 regularly review a portfolio communications strategy, for use by portfolio staff 
Use a portfolio management information system to dynamically capture and manage information on projects and programs that comprise the portfolio and their status 
Ensure progress reports to executive management show achievement or non-achievement toward strategic objectives 
Communicate project selection criteria and project selection model throughout the organisation 
Integrate portfolio data collection processes and systems into organisational processes and systems 
Ensure the organisational strategic management planning team interacts with executive management 
Ensure the ideal portfolio mix considers internal and external stakeholders needs 
Ensure the organisation fosters a culture of continuous improvement and of open internal disclosure of appropriate portfolio information 
Identify and communicate criteria to evaluate portfolio management success 
Forward regular portfolio management reports containing strategic information of portfolio status and progress to key project stakeholders 
Communicate projects selected for inclusion in and rejection from the portfolio along with the rationale for the decision 

Forms

Assessment Cover Sheet

BSBPMG806 - Manage portfolio communications and change
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

BSBPMG806 - Manage portfolio communications and change

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: