Undertake project work

This unit describes the performance outcomes, skills and knowledge required to undertake a straightforward project or a section of a larger project. This unit addresses the management of projects, including 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.


The unit focuses on the application of project-management skills and the requirement to meet 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.


Not applicable.

Elements and Performance Criteria

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 record-keeping 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 record keeping 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

Required Skills

Required skills

communication and negotiation skills to work with team members and other stakeholders to maintain project schedules

communication skills to relate to people with diverse abilities and from diverse backgrounds in a culturally appropriate way

literacy skills to read, write and review a range of documentation

numeracy skills to:

analyse data

compare time lines and promotional costs against budgets

planning and organising skills to develop, monitor and maintain implementation schedules.

Required knowledge

organisation's mission, goals, objectives and operations and how the project relates to them

organisational structure, and lines of authority and communication in the organisation

relevant legislation and codes from all levels of government that may affect aspects of business operations, including:

anti-discrimination legislation

codes of practice

environmental issues

ethical principles


privacy laws.

Evidence Required

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:

developing a project plan

examples of monitoring arrangements and evaluation of the efficacy of the project plan in addressing project time lines and budget

knowledge of relevant legislation.

Context of and specific resources for assessment

Assessment must ensure:

access to workplace project documentation

demonstration of all required skills, knowledge and performance in a workplace-based 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:

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 the organisation's mission, goals, objectives and operations and how the project relates to them

review of project risk-management plan and project plan

evaluation of project reports forwarded to stakeholders

analysis of documentation reviewing project outcomes and processes against the project scope and plan

evaluation of documentation outlining lessons learned from the project.

Guidance information for assessment

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

other project management units.

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.

Project scope and other relevant documentation may include:

contract or other agreement

project brief

project plan or summary

other documents outlining:

expected outcomes of the project

inclusions and exclusions from project

project resources

quality standards for project

timeframes for project.

Stakeholders may include:

clients or customers (internal and external)

funding bodies

management, employees and relevant key personnel (internal and external) with special responsibilities

project sponsor.

Delegating authority may include:

customer or client

funding body

manager or management representative

project sponsor.

Project parameters may include:

project finances or budget

integration of project within organisation

legislative and quality standards

physical, human and technical resources available or required for project

procurement requirements associated with project

reporting requirements

risks associated with project, including WHS

scope of project

time lines.

Project plan may include:

details of how the project will be managed

roles and responsibilities

time lines

work breakdown structure.

Project management tools may include:

cost schedule control system

Critical Path Method

Gantt and bar charts

life cycle cost analysis

logistics support analysis

PERT charts

project management software

risk and issues logs


technical resources required for the project, for example WHS management-system tools.

Support for project team members may include:

additional physical, human and technical resources (within allocated budget) if and as required



learning and development

regular project team meetings

supervision, mentoring and coaching.

Required record-keeping systems may include systems for:


financial data, including costs, expenditure, income generated and purchases

project outcomes

quality data, including any test results

recording of time spent on project and progress in completing project

samples, prototypes and models.

Resources may include:




Risk management may include:

changing roles and responsibilities in project team

negotiating an extension of deadline, or redefining completion or quantity or quality of outcomes

outsourcing some aspects of the project

reducing costs

researching and applying more efficient methods for completing project tasks

seeking further resources to meet deadline

sharing ideas to gain improvements to work undertaken in the project.

Necessary sign-offs may be required by:


funding body


project sponsor.


Management and Leadership – Project Management

Employability Skills

This unit contains employability skills.

Licensing Information

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