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

SIRXMGT004 Mapping and Delivery Guide
Plan and manage retail projects

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency SIRXMGT004 - Plan and manage retail projects
Description
Employability Skills
Learning Outcomes and Application 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.This unit applies to senior personnel working in a diverse range of industry sectors and business contexts. They operate independently and are responsible for making a range of operational and project management decisions in a retail work context.No occupational licensing, certification or specific legislative 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.

Skills must be demonstrated in:

an industry workplace

a simulated retail work environment.

Assessment must ensure access to:

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:

individuals in an industry workplace, or

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

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.
Prerequisites/co-requisites
Competency Field Management and Leadership
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: Define project scope.
  • 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.
       
Element: Prepare the project plan.
  • 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 and gain required approvals.
  • Communicate plan and roles and responsibilities to all involved.
       
Element: Administer and monitor the project.
  • 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.
  • Provide effective and documented handover instructions and advice to staff responsible for the ongoing implementation or maintenance of project products or services.
       
Element: Evaluate the project.
  • Assess project effectiveness at specified stages, using agreed evaluation methods.
  • Evaluate completed project for administrative efficiency, quality and achievement of objectives.
  • Debrief project team members and relevant stakeholders about project implementation and outcomes.
  • Report outcomes to stakeholders and use information to enhance future project planning and management activities.
       


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. Prepare the 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 and gain required approvals.

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

3. Administer and monitor the 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.

3.8.Provide effective and documented handover instructions and advice to staff responsible for the ongoing implementation or maintenance of project products or services.

4. Evaluate the 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.Debrief project team members and relevant stakeholders about project implementation and outcomes.

4.4.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, document and implement a plan for a retail-related project that comprises at least two of the following:

project management committee or advisory/reference group

consultants, contractors and suppliers

internal and external stakeholders

lead a project team through project planning and implementation phases comprising:

multiple meetings and briefings

timeline or resource variations

evaluate project outcomes against nominated criteria and objectives.

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 the 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 objectives

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

for the retail sector and organisation:

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

reporting hierarchy

administrative structures

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

financial management

human resource management

physical resource management

range of potential stakeholders in a retail project:

community agencies

customers

funding bodies

government departments or statutory authorities

industry associations

internal personnel

media

regulatory authorities

sponsors

suppliers

budgets and financial planning and monitoring.

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.

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. Prepare the 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 and gain required approvals.

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

3. Administer and monitor the 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.

3.8.Provide effective and documented handover instructions and advice to staff responsible for the ongoing implementation or maintenance of project products or services.

4. Evaluate the 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.Debrief project team members and relevant stakeholders about project implementation and outcomes.

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

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 and gain required approvals. 
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. 
Provide effective and documented handover instructions and advice to staff responsible for the ongoing implementation or maintenance of project products or services. 
Assess project effectiveness at specified stages, using agreed evaluation methods. 
Evaluate completed project for administrative efficiency, quality and achievement of objectives. 
Debrief project team members and relevant stakeholders about project implementation and outcomes. 
Report outcomes to stakeholders and use information to enhance future project planning and management activities. 

Forms

Assessment Cover Sheet

SIRXMGT004 - Plan and manage retail projects
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:

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Date:

Assessment Record Sheet

SIRXMGT004 - Plan and manage retail 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

Assessor name:

Signature:

Date:

Student signature:

Date: