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Evidence Guide: BSBPMG803 - Manage and review portfolio performance

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

BSBPMG803 - Manage and review portfolio performance

What evidence can you provide to prove your understanding of each of the following citeria?

Program and project delivery oversight

  1. Align the portfolio review cycle with appropriate project/program review points
  2. Review project and program performance against respective plans and measure performance against continuously captured qualitative and quantitative data
  3. Monitor the portfolio to ensure that projects/programs are meeting their identified key objectives and benefits
  4. Flag projects and programs not achieving planned performance for review and further investigation
  5. Make recommendations to change projects/programs included in the portfolio
Align the portfolio review cycle with appropriate project/program review points

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review project and program performance against respective plans and measure performance against continuously captured qualitative and quantitative data

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor the portfolio to ensure that projects/programs are meeting their identified key objectives and benefits

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Flag projects and programs not achieving planned performance for review and further investigation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Make recommendations to change projects/programs included in the portfolio

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Portfolio continuous improvement

  1. Continuously review and improve project identification and approval
  2. Assess portfolio value and contribution to strategic priorities regularly through the monitoring and review of key performance indicator measures
  3. Feed lessons learned into the project selection, prioritisation and portfolio balancing processes
Continuously review and improve project identification and approval

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess portfolio value and contribution to strategic priorities regularly through the monitoring and review of key performance indicator measures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Feed lessons learned into the project selection, prioritisation and portfolio balancing processes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Benefits management and realisation

  1. Prepare and update portfolio delivery map showing the key timings and inter-dependencies between projects and programs and the associated benefits to be produced
  2. Actively manage the portfolio to maximise achievement of organisational benefits
Prepare and update portfolio delivery map showing the key timings and inter-dependencies between projects and programs and the associated benefits to be produced

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Actively manage the portfolio to maximise achievement of organisational benefits

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Program and project delivery oversight

1.1 Align the portfolio review cycle with appropriate project/program review points

1.2 Review project and program performance against respective plans and measure performance against continuously captured qualitative and quantitative data

1.3 Monitor the portfolio to ensure that projects/programs are meeting their identified key objectives and benefits

1.4 Flag projects and programs not achieving planned performance for review and further investigation

1.5 Make recommendations to change projects/programs included in the portfolio

2. Portfolio continuous improvement

2.1 Continuously review and improve project identification and approval

2.2 Assess portfolio value and contribution to strategic priorities regularly through the monitoring and review of key performance indicator measures

2.3 Feed lessons learned into the project selection, prioritisation and portfolio balancing processes

3. Benefits management and realisation

3.1 Prepare and update portfolio delivery map showing the key timings and inter-dependencies between projects and programs and the associated benefits to be produced

3.2 Actively manage the portfolio to maximise achievement of organisational benefits

Required Skills and Knowledge

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Program and project delivery oversight

1.1 Align the portfolio review cycle with appropriate project/program review points

1.2 Review project and program performance against respective plans and measure performance against continuously captured qualitative and quantitative data

1.3 Monitor the portfolio to ensure that projects/programs are meeting their identified key objectives and benefits

1.4 Flag projects and programs not achieving planned performance for review and further investigation

1.5 Make recommendations to change projects/programs included in the portfolio

2. Portfolio continuous improvement

2.1 Continuously review and improve project identification and approval

2.2 Assess portfolio value and contribution to strategic priorities regularly through the monitoring and review of key performance indicator measures

2.3 Feed lessons learned into the project selection, prioritisation and portfolio balancing processes

3. Benefits management and realisation

3.1 Prepare and update portfolio delivery map showing the key timings and inter-dependencies between projects and programs and the associated benefits to be produced

3.2 Actively manage the portfolio to maximise achievement of organisational benefits