Assessment Task 3

Assessment Task 3 BSBPMG522 Undertake project work
Finalise and review project

Submission details
Candidate’s Name Phone No.
Assessor’s Name Phone No.
Assessment Site
Assessment Date/s Time/s
The assessment task is due on the date specified by your assessor. Any variations to this
arrangement must be approved in writing by your assessor. Submit this document with
any required evidence attached. See specifications below for details.
Performance objective
Candidates will demonstrate knowledge and skills required to finalise and review
projects.
Assessment description
Following on from Assessment Tasks 1 and 2 and using the workplace scenario
information provided, you will, drawing on consultation with your project team, complete
financial record keeping, reassign staff to roles, complete project documentation for
sign-off and review project outcomes against project scope and plan. You will then
produce a report on the project for stakeholders.
Procedure
1. Review the simulated business documentation, including policies and procedures,
in the document ‘Max Lionel Realty.docx’. Review templates contained in the
document ‘Project planning templates.docx’ for possible use or adaptation in
completing project requirements.
2. Review the scenario information provided in Appendix 3.
3. In consultation with your project team, complete financial record-keeping for the
project:
a. compare budgeted spend with actual
b. produce a budget variation report.
Note: You may use or adapt the template provided. Meetings may be observed by
your assessor. Follow your communication plan or agree to a time and date.
© 2015 Innovation and Business Industry Skills Council 1st edition version: 1
Page 1 of 4
4. In consultation with your project team and management, assign project team
members to roles. Obtain agreement on new roles and responsibilities. You may
use or adapt the template provided (under initiation and scope) to record
agreement on new role descriptions.
Note: Meetings may be observed by your assessor. Follow your communication plan
or agree to a time and date.
5. Produce a handover report for the Project Sponsor (the assessor) for sign-off. You
may use or adapt the template provided.
6. In consultation with your project team:
a. review the project’s outcomes against objectives, including budgetary
performance
b. review team processes
c. review the project management tools used, evaluate their contribution to the
project and discuss possible alternatives
d. discuss lessons learned from implementation of the project.
Note: You may use or adapt the post-project review meeting agenda template
provided. Meetings may be observed by your assessor. Follow your
communication plan or agree to a time and date.
7. Produce a post-project review report for all stakeholders, including the Board of
Directors, containing:
a. a review of project outcomes against objectives, including budgetary
performance
b. a review of team processes
c. a review of the project management tools used, an evaluation of their
contribution to the project and any recommendations for alternative tools for
use in the future
d. a discussion of lessons learned from implementation of the project
e. recommendations for the implementation of future projects based on the
lessons learned, ensuring your report takes account of specific organisational
requirements, e.g. legislative requirements and strategic plans.
Note: You may use or adapt the post-project review report template provided.
8. Submit documentation as per specifications below.
Specifications
You must:
● participate in project meeting/s
● submit:
○ budget variation report for sign-off

○ signed role descriptions for sign-off
Page 2 of 4
○ handover report
○ post-project project review report.
Your assessor will be looking for:

● communication and negotiation skills to work with team members and other
stakeholders to maintain project schedules
● literacy skills to read, write and review a range of documentation
● planning and organising skills to develop, monitor and maintain implementation

schedules
● numeracy skills to analyse data and to compare timelines and promotional costs
against budgets
● culturally appropriate communication skills to relate to people from diverse
backgrounds and people with diverse abilities
● knowledge of relevant legislation from all levels of government that may affect
aspects of business operations, such as:
○ anti-discrimination legislation
○ ethical principles
○ codes of practice
○ privacy laws
○ environmental issues
○ WHS
● knowledge of organisational structure, and lines of authority and communication
within the organisation
● knowledge of how the project relates to organisation’s overall mission, goals,
objectives and operations.
Adjustment for distance-based learners

● No variation of the task is required.
● A follow-up interview may be required (at the discretion of the assessor).
● Documentation can be submitted electronically or posted in the mail
● Meetings may be conducted and observed live or via an appropriate

teleconferencing tool.
Page 3 of 4
Appendix – Scenario
Max Lionel Realty

It is now time to review and finalise the project.
Work with your project team to review the outcomes, team processes and lessons learned
from implementation.
Review the project’s budgetary performance and produce a budget variation report for the
Chief Financial Officer.
Your Operations General Manager requires you to submit an implementation report for
the Board of Directors that includes recommendations for the improvement of
implementation for future projects.
Page 4 of 4

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Assessment Task 3 BSBPMG522 Undertake project work

Finalise and review project

Candidate’s Name Phone No.

Assessor’s Name Phone No.

Assessment Date/s Time/s

○ budget variation report for sign-off

Your assessor will be looking for:

● planning and organising skills to develop, monitor and maintain implementation

Adjustment for distance-based learners

● A follow-up interview may be required (at the discretion of the assessor).

● Documentation can be submitted electronically or posted in the mail

● Meetings may be conducted and observed live or via an appropriate

Max Lionel Realty

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