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Evidence Guide: SIRXMGT004 - Plan and manage retail 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

 

SIRXMGT004 - Plan and manage retail projects

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

Define project scope.

  1. Identify project objectives, budget, scope of activities and deliverables.
  2. Clarify relationship of project to others and to overall organisational objectives.
  3. Identify stakeholders and their requirements for consultation and involvement in project activities.
  4. Confirm administrative structure for project management, individual responsibility and reporting hierarchy.
  5. Determine required resources for the project.
Identify project objectives, budget, scope of activities and deliverables.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Clarify relationship of project to others and to overall organisational objectives.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify stakeholders and their requirements for consultation and involvement in project activities.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm administrative structure for project management, individual responsibility and reporting hierarchy.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine required resources for the project.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare the project plan.

  1. Consult with stakeholders to facilitate input and to achieve approval for project plan.
  2. Determine risk, and regulatory and sustainability issues and incorporate them into plan.
  3. Integrate quality, financial, human and physical resource specifications for project activities.
  4. Develop and integrate project evaluation methods.
  5. Plan internal and external communications, public relations and marketing approaches.
  6. Document integrated project management plan and gain required approvals.
  7. Communicate plan and roles and responsibilities to all involved.
Consult with stakeholders to facilitate input and to achieve approval for project plan.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine risk, and regulatory and sustainability issues and incorporate them into plan.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Integrate quality, financial, human and physical resource specifications for project activities.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop and integrate project evaluation methods.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Plan internal and external communications, public relations and marketing approaches.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document integrated project management plan and gain required approvals.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Communicate plan and roles and responsibilities to all involved.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Administer and monitor the project.

  1. Implement project activities according to plan and in conjunction with stakeholders and project team members, providing support and assistance as required.
  2. Implement financial and quality control systems according to project plan.
  3. Monitor progress to ensure objectives, deliverables, timelines, cost and quality of project are achieved.
  4. Identify deviations from plan, assess and take action to realign project activities to meet objectives.
  5. Determine and act on the need for project variations, including additional project resources.
  6. Provide progress and final reports according to project requirements.
  7. Complete project within agreed timelines.
  8. Provide effective and documented handover instructions and advice to staff responsible for the ongoing implementation or maintenance of project products or services.
Implement project activities according to plan and in conjunction with stakeholders and project team members, providing support and assistance as required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement financial and quality control systems according to project plan.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor progress to ensure objectives, deliverables, timelines, cost and quality of project are achieved.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify deviations from plan, assess and take action to realign project activities to meet objectives.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine and act on the need for project variations, including additional project resources.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide progress and final reports according to project requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete project within agreed timelines.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate the project.

  1. Assess project effectiveness at specified stages, using agreed evaluation methods.
  2. Evaluate completed project for administrative efficiency, quality and achievement of objectives.
  3. Debrief project team members and relevant stakeholders about project implementation and outcomes.
  4. Report outcomes to stakeholders and use information to enhance future project planning and management activities.
Assess project effectiveness at specified stages, using agreed evaluation methods.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate completed project for administrative efficiency, quality and achievement of objectives.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Debrief project team members and relevant stakeholders about project implementation and outcomes.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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.

Required Skills and Knowledge

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.