Undertake project work


This unit describes the skills and knowledge required to undertake a straightforward project or a section of a larger project. It covers developing a project plan, administering and monitoring the project, finalising the project and reviewing the project to identify lessons learned for application to future projects.

This unit applies to individuals who play a significant role in ensuring a project meets timelines, quality standards, budgetary limits and other requirements set for the project.

The unit does not apply to specialist project managers. For specialist project managers, the other units of competency in the project management field (BSBPMG) will be applicable.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

Elements and Performance Criteria



Elements describe the essential outcomes.

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

1. Define project

1.1 Access project scope and other relevant documentation

1.2 Define project stakeholders

1.3 Seek clarification from delegating authority of issues related to project and project parameters

1.4 Identify limits of own responsibility and reporting requirements

1.5 Clarify relationship of project to other projects and to the organisation's objectives

1.6 Determine and access available resources to undertake project

2. Develop project plan

2.1 Develop project plan in line with the project parameters

2.2 Identify and access appropriate project management tools

2.3 Formulate risk management plan for project, including Work Health and Safety (WHS)

2.4 Develop and approve project budget

2.5 Consult team members and take their views into account in planning the project

2.6 Finalise project plan and gain necessary approvals to commence project according to documented plan

3. Administer and monitor project

3.1 Take action to ensure project team members are clear about their responsibilities and the project requirements

3.2 Provide support for project team members, especially with regard to specific needs, to ensure that the quality of the expected outcomes of the project and documented time lines are met

3.3 Establish and maintain required recordkeeping systems throughout the project

3.4 Implement and monitor plans for managing project finances, resources and quality

3.5 Complete and forward project reports as required to stakeholders

3.6 Undertake risk management as required to ensure project outcomes are met

3.7 Achieve project deliverables

4. Finalise project

4.1 Complete financial recordkeeping associated with project and check for accuracy

4.2 Ensure transition of staff involved in project to new roles or reassignment to previous roles

4.3 Complete project documentation and obtain necessary sign-offs for concluding project

5. Review project

5.1 Review project outcomes and processes against the project scope and plan

5.2 Involve team members in the project review

5.3 Document lessons learned from the project and report within the organisation

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.


Performance Criteria



1.1, 3.4, 3.5, 4.1, 4.3, 5.1

Organises, evaluates and critiques ideas and information from a range of complex texts


2.1, 2.3, 2.6, 3.3, 3.5, 4.1, 4.3, 5.3

Develops plans, reports and recommendations using vocabulary, structure and conventions appropriate to text

Establishes and maintains records according to organisational requirements


1.6, 2.4, 3.4, 4.1

Uses formal and some informal, oral and written mathematical language and representation to prepare and communicate budgetary and financial information

Oral communication

2.5, 5.2

Participates in verbal discussions using clear language and appropriate features to present or seek information

Using listening and questioning skills to seek information and confirm understanding

Navigate the world of work

1.3, 1.4, 2.3, 3.1, 4.3

Recognises and responds to organisational and legislative/regulatory requirements

Interact with others

2.5, 3.1, 3.2, 4.2, 5.2

Selects and uses appropriate communication protocols and practices to ensure shared understanding of project roles and expectations

Uses collaborative techniques to engage stakeholders in consultations and negotiations

Get the work done

1.2, 1.5, 1.6, 2.1, 2.2, 2.3, 2.6, 3.1-3.7, 4.1, 4.2, 4.3, 5.1, 5.3

Develops and implements plans to manage projects that involve diverse stakeholders with potentially competing demands

Systematically gathers and analyses all relevant information and evaluates options to make informed decisions

Evaluates outcomes of decisions to identify opportunities for improvement

Uses digital technologies and applications to access, organise and share information


Management and Leadership – Project Management