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.
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
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:
compare time lines and promotional costs against budgets
planning and organising skills to develop, monitor and maintain implementation schedules.
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:
codes of practice
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.
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 plan or summary
other documents outlining:
expected outcomes of the project
inclusions and exclusions from project
quality standards for project
timeframes for project.
Stakeholders may include:
clients or customers (internal and external)
management, employees and relevant key personnel (internal and external) with special responsibilities
Delegating authority may include:
customer or client
manager or management representative
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
risks associated with project, including WHS
scope of project
Project plan may include:
details of how the project will be managed
roles and responsibilities
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
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
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
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:
Management and Leadership – Project Management
This unit contains employability skills.
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.