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Evidence Guide: BSBWRK501A - Develop, manage and review campaigns and projects

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

 

BSBWRK501A - Develop, manage and review campaigns and projects

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

Plan campaigns and projects

  1. Undertake research to establish issues and requirements for the campaign or project
  2. Establish steering committee, if appropriate, with terms of reference
  3. Establish and agree upon objectives and outcomes with stakeholders
  4. Establish and identify decision-makers and points of influence to support the campaign
  5. Develop and communicate an action plan
  6. Identify key indicators, milestones and measures and put evaluation techniques in place to monitor progress
  7. Disseminate communication and monitoring mechanisms
  8. Allocate resources and establish systems for recording and maintaining records
Undertake research to establish issues and requirements for the campaign or project

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish steering committee, if appropriate, with terms of reference

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish and agree upon objectives and outcomes with stakeholders

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish and identify decision-makers and points of influence to support the campaign

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop and communicate an action plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify key indicators, milestones and measures and put evaluation techniques in place to monitor progress

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Disseminate communication and monitoring mechanisms

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Allocate resources and establish systems for recording and maintaining records

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage campaigns and projects

  1. Select relevant people to be involved on the basis of interest and suitable skill sets, and clarify roles and responsibilities
  2. Allocate staff time to undertake work and establish work plans with and for individual staff members
  3. Implement risk management strategies as required
  4. Monitor campaign or project against plan, and negotiate and agree on adjustments with relevant people if required
  5. Develop and support team members
  6. Provide relevant people with feedback about their performance
  7. Ensure meetings are convened with steering committee or work team as agreed or required
Select relevant people to be involved on the basis of interest and suitable skill sets, and clarify roles and responsibilities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Allocate staff time to undertake work and establish work plans with and for individual staff members

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement risk management strategies as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor campaign or project against plan, and negotiate and agree on adjustments with relevant people if required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop and support team members

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide relevant people with feedback about their performance

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure meetings are convened with steering committee or work team as agreed or required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage campaign or project budget

  1. Research cost estimates thoroughly and include contingency allowances
  2. Prepare budget and gain approval from relevant people
  3. Monitor expenditure against budget regularly and record accurately in accordance with union requirements
  4. Negotiate revisions to budget as required
Research cost estimates thoroughly and include contingency allowances

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare budget and gain approval from relevant people

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor expenditure against budget regularly and record accurately in accordance with union requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Negotiate revisions to budget as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review campaign or project

  1. Review and measure established objectives against actual outcomes
  2. Review budget and consider actual expenditure against allocated expenditure
  3. Debrief project or campaign and make recommendations for future activities
  4. Document lessons learned from the campaign or project and store appropriately for future use
  5. Share reports on outcomes with others who may benefit from the review process
Review and measure established objectives against actual outcomes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review budget and consider actual expenditure against allocated expenditure

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Debrief project or campaign and make recommendations for future activities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document lessons learned from the campaign or project and store appropriately for future use

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Share reports on outcomes with others who may benefit from the review process

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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:

documents that demonstrate evidence of having managed all stages of a real or simulated project or campaign; project or campaign plan, notes from team meetings, budget, project or campaign communications

analysis of outcomes of project or campaign and how it could have been more efficient or effective

knowledge of organising frameworks.

Context of and specific resources for assessment

Assessment must ensure:

access to a range of documents related to a union campaign or project.

Method of assessment

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

analysis of responses to case studies and scenarios

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

observation of presentations

oral or written questioning to assess knowledge of organisational priorities, structure and processes of union/s

review of action plan developed for campaign or project

review of work plans established with and for individual staff members

evaluation of feedback provided to relevant people about their performance.

Guidance information for assessment

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

other workplace relations units.

Required Skills and Knowledge

Required skills

communications skills to work with committee/s, stakeholders and staff

leadership and staff management skills to direct others, to resolve conflict, to motivate staff and to provide feedback

planning and organisational skills to meet time lines, to sequence work and to focus on priorities.

Required knowledge

relevant regional, national, and international legislation and regulations relating to industrial relations, occupational health and safety, vocational education and training, equal opportunity and discrimination

financial management, including:

how to interpret a budget

how to develop a budget

researched information about employer/s

SWOT (strengths, weaknesses, opportunities and threats) analysis facing campaign or project

organising frameworks

organisational priorities, structure and processes of union/s.

Range Statement

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.

Campaigns or projects may include:

activities that can be seen to have concrete outcomes and a defined endpoint, and which require activities that are distinct from normal day-to-day work, for example:

introduce a new membership system

set up a call centre

delegate or staff development

campaigns about industry issues

campaigns or projects about wages and conditions

delegate conference, targeted organising campaigns or projects

public awareness or media campaigns or projects

Steering committee may refer to:

any designated group with authority in relation to the campaign or project

delegates and activists

group of organisers

group of workplace representatives

management committee

members

reference group

sub-committee

workplace organising committee

Action plan will include:

activities

budgets

communication strategies

resource requirements

risk analysis

strategies

time lines

Resources may include:

campaign or project staff

contractors or consultants

funds

special tools or equipment

technology