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Evidence Guide: SRXOGN001A - Conduct 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

 

SRXOGN001A - Conduct projects

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

Plan and prepare for project

  1. Identify work scope, desired outcomes and budget within own area of responsibility
  2. Required resources are identified, available accessed and allocated for effective management and completion of project
  3. Allocate tasks and resources
  4. All administrative activities of project within area of responsibility are identified, including planning of meetings, and preparation of minutes, papers and reports
  5. Occupational health and safety standards, statutory requirements, relevant codes and regulations applicable to project are identified, applied and monitored throughout the work procedure
  6. Identify all key milestones of the project within own area of responsibility and those impacting upon own area of responsibility including contract requirements and key recording/reporting dates for measurement of outcomes
  7. Link project budgets to key outcomes within projects and incorporate reporting mechanismsto ensure payments are made/received as outcomes are achieved
  8. Identify interrelationship with other concurrent projects and/or other aspects of overall project management plan and identify relevant personnel who should be informed and consulted
  9. Confirm agreements with service providers within key dates
  10. Develop contingency management plans for project outcomes within own area of responsibility
Identify work scope, desired outcomes and budget within own area of responsibility

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Required resources are identified, available accessed and allocated for effective management and completion of project

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Allocate tasks and resources

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

All administrative activities of project within area of responsibility are identified, including planning of meetings, and preparation of minutes, papers and reports

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Occupational health and safety standards, statutory requirements, relevant codes and regulations applicable to project are identified, applied and monitored throughout the work procedure

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify all key milestones of the project within own area of responsibility and those impacting upon own area of responsibility including contract requirements and key recording/reporting dates for measurement of outcomes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Link project budgets to key outcomes within projects and incorporate reporting mechanismsto ensure payments are made/received as outcomes are achieved

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify interrelationship with other concurrent projects and/or other aspects of overall project management plan and identify relevant personnel who should be informed and consulted

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm agreements with service providers within key dates

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop contingency management plans for project outcomes within own area of responsibility

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement and administer project

  1. Coordinate, alterations to service delivery or access in accordance with statutory, industry and organisation standards where required
  2. Coordinate supplementary functions, such as specialist or additional equipment and/or specialised personnel
  3. Execute communication processes to ensure adequate information flow between colleagues and all relevant personnel within project management team
  4. Regularly review and compare project progress with base-line plans
  5. Identify deviations from plan and take actionsto recover original project program through monitoring and reporting arrangements
  6. The appropriate personnel are notified and direction sought where original program requirements cannot be met
Coordinate, alterations to service delivery or access in accordance with statutory, industry and organisation standards where required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Coordinate supplementary functions, such as specialist or additional equipment and/or specialised personnel

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Execute communication processes to ensure adequate information flow between colleagues and all relevant personnel within project management team

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Regularly review and compare project progress with base-line plans

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify deviations from plan and take actionsto recover original project program through monitoring and reporting arrangements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

The appropriate personnel are notified and direction sought where original program requirements cannot be met

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Coordinate project administration

  1. Monitor costs associated with the project and approve payment of invoices if appropriate
  2. Monitor time frames for the achievement of various aspects of the project and take appropriate action taken to meet deadlines, as necessary
  3. Regularly review project variables in relation to safety, quality, resources, timeframe and equipment
  4. Keep relevant people fully informed of project progress
  5. Maintain project records in accordance with project and organisational requirements
Monitor costs associated with the project and approve payment of invoices if appropriate

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor time frames for the achievement of various aspects of the project and take appropriate action taken to meet deadlines, as necessary

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Regularly review project variables in relation to safety, quality, resources, timeframe and equipment

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Keep relevant people fully informed of project progress

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain project records in accordance with project and organisational requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Finalise and review project administration

  1. Undertake and complete procedures for winding up a project
  2. Provide relevant information and measurement of outcomesin an accurate and concise format to project management team to enable evaluation of all aspects of the project activities
Undertake and complete procedures for winding up a project

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide relevant information and measurement of outcomesin an accurate and concise format to project management team to enable evaluation of all aspects of the project activities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

The Evidence Guide identifies the critical aspects, knowledge and skills to be demonstrated to confirm competence for this unit. This is an integral part of the assessment of competence and should be read in conjunction with the Range Statements

Critical aspects of evidence to be considered

Assessment must confirm sufficient knowledge of conducting projects in the work environment

Assessment of performance should be over a period of time covering two categories of project from the Range Statements and all categories of other variables that are applicable in the learners work environment

In particular, assessment must confirm the ability to

plan a project effectively

apply occupational health and safety standards and other relevant statutory requirements and codes of practice

allocate and coordinate the work of other colleagues assisting with the project

apply the organisation's documentation and reporting procedures and policies

monitor timelines, milestones and budgets

effectively use oral and written communication to maintain communication regarding project progress to all relevant staff

identify and resolve conflict within area of responsibility

apply time and resource planning and management skills

meet project timelines within project budget

ensure wind up procedures, such as auditing, take place

Interdependent assessment of units

This unit must be assessed after attainment of competency in the following unit(s)

BSBCMN301A Exercise initiative in a business environment

This unit must be assessed in conjunction with the following unit(s)

BSBCMN402A Develop work priorities

For the purpose of integrated assessment, this unit may be assessed in conjunction with the following unit(s)

Nil

Required knowledge and skills

Required knowledge

Knowledge of organisation's policies and procedures, particularly in regard to engaging internal and external services

Relevant occupational health and safety legislation pertaining to application within the workplace

Relevant statutory requirements and codes of practice

Environmental policies/requirements

Quality assurance and control principles

Project management techniques

Organisation's financial recording and reporting requirements

Required skills

Communication skills to effectively consult with project members and circulate information on project progress

Ability to define and monitor objectives of the project group

Coordination skills to manage project resource within timelines and budget

Liaison and negotiation skills to deal with internal and external service providers

Planning skills to develop the stages of the project

Problem solving skills to propose solutions from a range of possible solutions

Ability to relate to people form a range of social, cultural and ethnic backgrounds and physical and mental abilities

Literacy and numeracy skills in regard to onsite and project documentation and use of computer applications

Resource implications

Physical resources - assessment of this competency requires access to

a work environment with a project to be planned and implemented

Human resources - assessment of this competency will require human resources consistent with those outlined in the Assessment Guidelines. That is, assessors (or persons within the assessment team) must

be competent in this unit, but preferably be competentin the unit at the above level

be current in their knowledge and understanding of the industry through provision of evidence of professional activity in the relevant area

have attained the mandatory competency requirements for assessors under the Australian Quality Training Framework (AQTF) as specified in Standard 7.3 of the Standards for Registered Training Organisations

Consistency in performance

Competence in this unit must be assessed over a period of time in order to ensure consistency of performance over the Range Statements and contexts applicable to the work environment

Context for assessment

This unit of competency must be assessed in the context of a sport or recreation activity. For valid and reliable assessment the sport or recreation activity should closely replicate the work environment. The environment should be safe, with the hazards, circumstances and equipment likely to be encountered in a real workplace

This unit of competency should be assessed through the observation of processes and procedures, oral and/or written questioning on required knowledge and skills and consideration of required attitudes

Where performance is not directly observed and/or is required to be demonstrated over a "period of time" and/or in a "number of locations", any evidence should be authenticated by colleagues, supervisors, clients or other appropriate persons

KEY COMPETENCIES

Collect, Analyse&Organise Information

Communicate Ideas&Information

Plan&Organise Activities

Work with Others&in Teams

Use Mathematical Ideas&Techniques

Solve Problems

Use Technology

2

2

2

2

2

2

2

These levels do not relate to the Australian Qualifications Framework. They relate to the seven areas of generic competency that underpin effective workplace practices.

The three levels of performance (1, 2 and 3) denote the level of competency required to perform the task:

Use routine approaches

Select from routine approaches

Establish new approaches

Collecting, analysing and organising information - To plan, implement, coordinate and review the project in accordance with the project outline

Communicating ideas and information - Facilitate communication processes between colleagues and all relevant personnel on the project management team

Planning and organising activities - Plan, prepare and conduct project

Working with teams and others - Allocate/monitor tasks and identify relevant personnel who should be informed on progress of the project

Using mathematical ideas and techniques - To monitor and control project budget

Solving problems - Identify deviations from the project plan and develop contingency management plans within own area of responsibility

Using technology - Use project planning software

Please refer to the Assessment Guidelines for advice on how to use the Key Competencies.

Required Skills and Knowledge

Not applicable.

Range Statement

Range Statements

The Range Statements provide advice to interpret the scope and context of this unit of competence, allowing for differences between enterprises and workplaces. The Range Statements relate to the unit as a whole and helps facilitate holistic assessment. In addition, the following variables may be present for this particular unit of competency

CATEGORIES

Contract requirements

[all categories]

project scope

performance standards

agreed timelines

goals and objectives

names of parties bound by contract

payment issues

project description

completion requirements

timelines

staffing

ownership of materials

indemnity and insurance

Key milestones

[all categories]

contract requirements

developing a workplan

use of project planning software

timelines

progress reports

achievement of key tasks/project phases

measurement/achievement of set outcomes

completion of tasks

completion of contract phases/requirements

Measurements of outcomes

[all categories]

project objectives

project outcomes

benchmarks

standards

key performance indicators

project monitoring process

achievement of timelines

costs

Monitoring and reporting arrangements

[all categories]

team reports

project control chart

control point chart

milestone chart

budget control chart

Monitor timeframes

[all categories]

project progress

performance

communicating with team members

coordinating team meetings

providing/seeking feedback

solving problems/issues

facilitating change to project plan

Procedures for winding up a project

[all categories]

'signing off' on project completion/delivery of project outcomes

evaluation and review of actual costs compared to budgeted costs

auditing

formal reporting

Project

[two categories]

includes any task undertaken within the work environment, excluding construction/renovation, with a definite beginning and end with specified outcomes and may include

internal or external projects

conferences and major meetings

promotional or other events

introduction of new technology or systems

product development

research/development projects

ongoing business projects

compels, eg, feasibility study

Project activities

[all categories]

coordinating staff

ensuring tasks are carried out

communicating advice/information to team

meetings, including preparation of minutes, papers and reports

preparing project plan

preparing project documentation

monitoring financial arrangements

processing invoices

monitoring timelines

monitoring progress

Project variables

[all categories]

type and accountability

number of staff

timelines

resources available

budget

Resources

[all categories]

all service providers

material

equipment

tools

finances

Service providers

[all categories]

internal staff and specialists

external specialists

contractors