leadership and management materials with questions - Management
you have to first read the learning guide then answer the workbook.  it must be sufficient answers.  N(6) Page | 105 BSBPMG522 Undertake project work Learner Guide Table of Contents Table of Contents 2 Unit of Competency 5 Performance Criteria 6 7 Foundation Skills 8 Assessment Requirements 9 Housekeeping Items 11 Objectives 11 1. Define project 12 1.1 - Access project scope and other relevant documentation 13 Project scope 13 1.2 - Define project stakeholders 16 Stakeholders 16 Activity 1A 18 1.3 - Seek clarification from delegating authority of issues related to project and project parameters 19 Delegating authority 19 Activity 1B 21 1.4 - Identify limits of own responsibility and reporting requirements 22 Responsibility and reporting 22 1.5 - Clarify relationship of project to other projects and to the organisations objectives 24 Project relationships 24 Activity 1C 25 1.6 - Determine and access available resources to undertake project 26 Resources 26 Human resources 27 Activity 1D 28 2. Develop project plan 29 2.1 - Develop project plan in line with the project parameters 30 Project plans 30 Timelines 31 Work breakdown structure 31 2.2 - Identify and access appropriate project management tools 33 Project management skills 33 Activity 2A 39 2.3 - Formulate risk management plan for project, including Work Health and Safety (WHS) 40 Risk Management 40 Activity 2B 43 2.4 - Develop and approve project budget 44 Project budgets 44 Activity 2C 47 2.5 - Consult team members and take their views into account in planning the project 48 Consulting with teams 48 Activity 2D 50 2.6 - Finalise project plan and gain necessary approvals to commence project according to documented plan 51 Finalising plans 51 Activity 2E 53 3. Administer and monitor project 54 3.1 - Take action to ensure project team members are clear about their responsibilities and the project requirements 55 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 55 Supporting team members 55 Activity 3A 60 3.3 - Establish and maintain required record keeping systems throughout the project 61 Record keeping 61 Project Status Report 63 Activity 3B 68 3.4 - Implement and monitor plans for managing project finances, resources and quality 69 Monitoring the project 69 Activity 3C 70 3.5 - Complete and forward project reports as required to stakeholders 71 Project reports 71 3.6 - Undertake risk management as required to ensure project outcomes are met 75 Risk management 75 Treating risks 82 Activity 3D 83 3.7 - Achieve project deliverables 84 Project deliverables 84 Activity 3E 88 4. Finalise project 89 4.1 - Complete financial record keeping associated with project and check for accuracy 90 Complete records 90 Project closing 90 4.2 - Ensure transition of staff involved in project to new roles or reassignment to previous roles 93 Staff assignments 93 4.3 - Complete project documentation and obtain necessary sign-offs for concluding project 94 Sign-offs 94 Activity 4A 96 5. Review project 97 5.1 - Review project outcomes and processes against the project scope and plan 98 Reviewing the project 98 5.2 - Involve team members in the project review 99 5.3 - Document lessons learnt from the project and report within the organisation 101 Lessons learned 101 Activity 5A 102 Skills and Knowledge Activity 103 Major Activity – An opportunity to revise the unit 104 References 105 Unit of Competency Application 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. Unit Sector Management and Leadership – Project Management Performance Criteria Element Elements describe the essential outcomes. Performance Criteria 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 organisations 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 according to documented plan 2.6 Finalise project plan and gain necessary approvals to commence project 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. Skill Performance Criteria Description Reading 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 Writing 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 Numeracy 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 Assessment Requirements Performance Evidence · Define the parameters of the project including: · Project scope · Project stakeholders, including own responsibilities · Relationship of project to organisational objectives and other projects · Reporting requirements · Resource requirements · Use project management tools to develop and implement a project plan including: · Deliverables · Work breakdown · Budget and allocation of resources · Timelines · Risk management · Recordkeeping and reporting · Consult and communicate with relevant stakeholders to generate input and engagement in planning, implementing and reviewing the project · Provide support to team members to enable them to achieve deliverables and to transition them as appropriate at completion of the project · Finalise the project including documentation, sign-offs and reporting · Review and document the project outcomes. Knowledge Evidence To complete the unit requirements safely and effectively, the individual must: · Give examples of project management tools and how they contribute to a project · Outline types of documents and other sources of information commonly used in defining the parameters of a project · Explain processes for identifying and managing risk in a project · Outline the organisation’s mission, goals, objectives and operations and how the project relates to them · Explain the organisation’s procedures and processes that are relevant to managing a project including: · Lines of authority and approvals · Quality assurance · Human resources · Budgets and finance · Recordkeeping · Reporting · Outline the legislative and regulatory context of the organisation in relation to project work, including Work Health and Safety (WHS) requirements. Assessment Conditions Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the management and leadership – project management field of work and include access to: · Relevant legislation, regulations, standards and codes · Relevant workplace documentation and resources · Case studies and, where possible, real situations · Interaction with others. Assessors must satisfy NVR/AQTF assessor requirements. Links Companion volumes available from the IBSA website: http://www.ibsa.org.au/companion_volumes - http://www.ibsa.org.au/companion_volumes Housekeeping Items Your trainer will inform you of the following; · Where the toilets and fire exits are located, what the emergency procedures are and where the breakout and refreshment areas are. · Any rules, for example asking that all mobile phones are set to silent and of any security issues they need to be aware of. · What times the breaks will be held and what the smoking policy is. · That this is an interactive course and you should ask questions. · That to get the most out of this workshop, we must all work together, listen to each other, explore new ideas, and make mistakes. After all, that’s how we learn. · Ground rules for participation; · Smile · Support and encourage other participants · When someone is contributing everyone else is quiet · Be patient with others who may not be grasping the ideas · Be on time · Focus discussion on the topic · Speak to the trainer if you have any concerns. Objectives Know how to define project Understand how to develop project plan Learn how to administer and monitor project Discover how to finalise and review project Gain the skills and knowledge required for this unit. 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 organisations objectives 1.6 Determine and access available resources to undertake project 1.1 - Access project scope and other relevant documentation Project scope 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. Projects are, by definition, delivering a once-off outcome, involving a group of interrelated activities, with a team of people, within a specific timeframe. Project definition and project scope One of the first tasks of a project manager is to determine the scale of the project as the size will determine the level of detail and discipline of project management activities to be applied No matter how small the project, a clear definition and statement of the areas and boundaries of the project need to be established. The scope of the project includes the outcomes, stakeholders, output work and resources (both human and financial). The scoping and definition stage is essential for later project success. If the project is unfeasibly defined and scoped, and not properly linked with the organisational goals and objectives of the business, there is a high risk the project will not be successfully completed The success of every project is measured differently depending on the organisation’s goals and objectives and can be different for varying members within the one organisation. For example; the construction of a sports facility - whilst important to be built on time and within budget needs to be also measured by its operational and venue management functionality once constructed and commissioned. As a start, the following areas define and form the scope of the project: The outcomes/benefits The customers/stakeholders The work/tasks which are required The resources (both human and financial) Criteria by which the project’s success will be evaluated. Once the scope has been defined and agreed upon, the details can be documented in the project business plan/project schedule or, in the case of smaller projects, a project proposal/brief may be all that is required. Once documented, sign off by the project sponsor/senior manager should be obtained so that a formal agreement exists as to the scope of the project. Project scope, brief and schedule: Contract or other agreement Project brief Project plan or summary. Template example: Suggested Headings Comments Title Background / context A brief explanation of the background and/or context of the project Objective Why are you doing the project? What is the aim of this project? Target outcomes Maybe things that are to be improved, increased, enhanced or reduced and showing the benefits that the project intends to achieve Project activities, output and milestones What things will be delivered by the project? Outputs are used by the project’s customers to achieve the outcomes. Detail milestones and chart the success or failure. Measured How will the success of the project be measured? Measurements are linked to one or more target outcomes which can then answer such questions as what have we achieved and how do we know? Governance Briefly describe the accountabilities of each party. Detail the name and title of the project manager and project sponsor. Reporting requirements Reporting frequency, format and to whom? Resources Human resources, internal, external, consultants and/or working groups will be required for the project? Budget, funding and details of the proposed expenditures. Stakeholders and communication strategy List the key stakeholders or stakeholder groups who will impact on the project. How will they be engaged? Assumptions and constraints List any underlying assumptions and / or constraints. Risks and minimisation strategies Identify barriers to achieving the project success. For each of these risks, what steps will be undertaken to minimise them? Risk management The process used to manage risks throughout the project. Identification, review and reporting. Issues management The process used to manage issues throughout the project. Identification, review and reporting. Related projects Projects which are dependent on this project, or projects that are interdependent on this project. Describe the relationship. Guidelines / standards Guidelines, standards or methodologies that will be applied manage the project. Quality control Levels of review that will be undertaken. The development of the project outputs. How the reviews will be conducted and who will be involved. Capturing the lessons learnt Review the entire process (internal or external) to capture the lessons learnt throughout the project. 1.2 - Define project stakeholders Stakeholders 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. A stakeholder is everybody who is involved in the project or whose work or interest might be affected by the project. Stakeholders once were regarded more as investors, but the modern or current meaning expands this to include everyone who has some form of vested interest. Sometimes it does include those who may ‘perceive’ they have an interest, and it now more important for the project manager to filter those perceptions so as not to waste time and energy on those who are more an inquisitive stakeholder than a person with a real vested interest in the project and its outcomes. Stakeholders may have varied level of interest, involvement, and influence on the project. It is extremely important to identify all the stakeholders and manage them as Stakeholders can have negative and positive influence on the project. A broad definition to assist you in filtering stakeholders could include: A person or organisation who are actively involved in the project Those whose active interest in your project can exert positive or negative work on the project or the outputs from the project Those who exert influence over the project or its deliverables. These stakeholders who could exert those influences include: Customers End users Sponsors Program managers Portfolio managers The project manager The project team Other functional managers Operation managers Sellers Vendors Legal department. Customers / end users People who will be using the project output Sponsor Person or a Group, who generally provide financial support and act as the advocate of the project. Sponsors act as escalation path for the issues that a project manager cannot handle. Sponsors provide a key input to the scope and project charter Portfolio manager Portfolio Manager might increase or decrease the priority of the project and might be involved in the selection of project by looking at ROI (Return On Investment) Program manager Provides support and oversight to the project. Project management office Might provide support and guidance to project management team Project manager Key person responsible for achieving project objectives by managing key constraints Project team All team members involved in the project including project manager, project management team members, and other team members Functional managers Provide functional resources for various functional expertise in the project Operational manager Includes key business area in the organisation. After closing, project outcome is handed over to operational manager Sellers / vendors Provides external service or expertise to the project. Activity 1A 1.3 - Seek clarification from delegating authority of issues related to project and project parameters Delegating authority 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. Although there is much written about project management and the processes that support it, there are still many issues that we need to consider in the delivery of successful projects. There are many frameworks and a great deal of information about project management, however, project delivery is still heavily influenced by the environment in which the project manager is working The application of any general project management methodology requires an appropriate consideration of the corporate and business culture that forms a particular project’s environment This is especially important in an environment where there is a dynamic industry and where flexibility, attention to detail and risk management strategies are crucial components for successful delivery. Seek clarification from delegating authority of any issues It may not be appropriate to undertake all project management activities to the same level of detail and with the same level of discipline: For successful project management it is critical to seek clarification from the delegating authority and identify any issues using and following a structured and stringent process However, it is of paramount importance to balance the process requirements so as to not outweigh the outcome, which can be an issue in some organisations such as government bodies or heavily regulated industries Project teams must keep the desired outcome in mind when applying their time and efforts to process requirements such as reporting, planning and documentation. Activity 1B 1.4 - Identify limits of own responsibility and reporting requirements Responsibility and reporting Ultimate responsibility and accountability for the project must be articulated and accepted at an appropriately high level within the organisation. This involves commitment of organisational management and a willingness to be aware of concerns identified by the project team. The project manager is the key person around which the project will ultimately revolve. The project manager is responsible for: Organising the project into one or more sub-projects Managing the day-to-day aspects of the project Resolving planning and implementation issues Monitoring progress and budgets Organise reporting requirements. Monitoring budgets: It could be argued that establishment of the human and financial resources necessary to deliver the project is the most crucial element for the success of the project This process must be established during the project definition and scoping stage Notwithstanding this, it is critical to allow for contingencies during the life of the project in areas such as timeframes, budget and resourcing. For larger or more complex projects: Advanced project management knowledge and experience are essential Detailed knowledge of the business area in which the project is being run is needed Those project managers who don’t have this knowledge should seek to obtain this effectively communicate with project team members and clients Address business issues to ensure concerns are met. Avoiding scope creep: Avoiding ‘scope creep a commonly used term to describe the risk of stakeholders attempting to add extras, such as activities/tasks or outcomes, during the course of the project If scope creep does occur, the scoping of the project needs to be revisited in order to clearly show your organisation the impact these extras will have on the resources, time, cost, and quality of the project As the pace of change is constantly increasing and business processes embrace flexibility and ability to change the customer and the project team are often on a learning curve and will only know what the scope should be as they progress through stages of the project. 1.5 - Clarify relationship of project to other projects and to the organisations objectives Project relationships Prior knowledge management: A single project rarely exists in a vacuum, even in a small organisation You can establish links between projects and accurately model the relationship between the different project components When you have a task that relies on or drives a series of tasks some of which may have been addressed in another project, you can create a task dependency to link the tasks in different projects A project manager should look at all similar projects that have been undertaken before, or consider re-using documents and processes of a previous project A great deal of time can be saved doing this and the project can have a greater degree of predictability Project managers can learn critical success factors and/or problem issues to assist with their immediate planning. How does your project relate to your organisation’s objectives? What is the context in which your project will function within the organisations objectives and is this project unique? Is there a similarity or ‘connection’ between past projects and this project? Are those connections of benefit or not? Clarify relationship of past projects to the organisations objectives to see if they match yours? How will the project change or improve the organisations objectives? What are the strategic objectives this project is intended to satisfy? Who has the ultimate responsibility in the solution or outcome? How do the other stakeholders meet these goals? Do the stakeholder’s goals align with the strategic goals you are trying to achieve through this project? Are they also designed to meet the organisations objectives as outlines above? Activity 1C 1.6 - Determine and access available resources to undertake project Resources Resources include: Obtaining goods and services required to deliver the project Appointing or recruiting staff Appointing consultants. Resource determination will include: Cost Management of the project Lead time Date resources are required Specifications Supplier or provider contact details Procedure (e.g. by a formal tender) Requirement for expert advice Responsibility Alternatives. Resource Cost Per Item No. of Units Total Cost Supplier Details Procedure       $ -           $ -           $ -           $ -     Total     $ -     Expert Advice Lead Time Date Required Responsibility Recovery Tactic                                         Human resources Details Skills Required Hours Required When Required Source (Internal/ agency) Responsibility/Contact Details Consultant Activity Cost Per Hour No. of Hours Total Cost Recruitment Procedure Source (Unit or External)       $ -     Contact Details Expert Contacted Lead Time Recovery Tactic Responsibility to Organise           Activity 1D 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 2.1 - Develop project plan in line with the project parameters Project plans Project plan may include: Details of how the project will be managed Roles and responsibilities Time lines Work breakdown structure. Options to consider when developing a project plan: The project plan consolidates all the information about the project to date and forms the basis for monitoring and controlling once the project commences implementation This document is to be signed off by the project sponsor and any key stakeholders. The level of detail required would be determined in consultation with the project sponsor There are many ways organisations choose to plan, prioritise and schedule activities pertaining to a project (their ‘project plan’ or ‘project schedule’), and for that matter, the terminology used differs among organisations Whatever method is chosen, the foundation of project planning is creating a ‘work breakdown structure’, which makes a project manageable by first breaking it down into individual components in a hierarchical structure Such a structure defines tasks that can be completed independently of other tasks, facilitating resource allocation, assignment of responsibilities, and measurement and control of the project. Some tasks are to be performed sequentially; others concurrently The documenting of work breakdown structures can be aided by the use of scheduling tools such as Microsoft Project or other project management specific software: These programs enable the project manager to track progress towards the delivery of each output against identified milestones Larger, complex projects are most likely to benefit from the use of project management specific software/technology, whereas small to medium size projects can be supported by keeping day to day project plans such as charts, word processor documents, or tabular format task lists and timeframes Timelines Gantt chart Originally developed by Henry Gantt to track the progress of ship building projects in a specialised chart, the ‘Gantt chart’ displays the progression of a project in the form of a horizontal bar graph. At a glance this tool displays the progress of each activity and it can easily be compiled using spreadsheet or project management software. For larger projects a work breakdown structure would be developed to identify the tasks before constructing a Gantt chart. For smaller projects the Gantt chart itself may be used to identify tasks: This tool is one of the most easily understood of the scheduling formats It lists the tasks with a task bar next to each task showing its time duration. Simply list the activities and tasks in column A, select an appropriate time interval (days, weeks or months), allocate the dates to columns B onwards and plot the expected time duration (total time from start to completion) under the appropriate column by selecting shading from the Format/Cells/Patterns menus. When you wish to provide a status report simply colour or shade in black those items that are completed or estimate the percentage complete. This will give you an immediate visual representation as to whether or not you are on schedule. You may wish to add extra columns for assignment of responsibilities etc. Activity/Task 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 TASK EXAMPLE A                                 TASK EXAMPLE B                                 TASK EXAMPLE C                                 TASK EXAMPLE D                                  TASK EXAMPLE E                                 Work breakdown structure Project roles and responsibilities It is important to understand who the major players are on the project. List the major project roles, responsibilities and the actual people involved. Add in any additional roles as required. Examples only: Title Role Project Manager Person responsible for running the project on a day-to-day basis within defined authorities for cost and schedule as agreed with the Project Sponsor/Board Responsibilities 1 2 3 4 Title Role Project Sponsor/Project Director/Project Board Senior management of the Project – accountable for the success of the project. Has the authority to commit resources. Responsibilities 1 2 3 4 Project parameters Basic parameters are the ‘need to know’ facts about your project Examples only: 1. What is the (proposed) name for the project? 2. Where is the geographic area of the project? 3. What is the size of the project? 4. What is the estimated cost of the project? 5. Have building/zoning/environmental permits been obtained for construction to commence? 2.2 - Identify and access appropriate project management tools Project management skills 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 Spread sheets Technical resources required for the project, for example WHS management-system tools. Charts: Critical path method Gantt and bar charts Pert charts. Critical path schedule: The critical path is simply all the tasks that determine the end date in your project schedule. If one of those tasks is late by one day, then your project end date will be extended by one day. Oftentimes, there will be tasks that are not on the critical path; this is due to the slack in the project schedule. If you refer to your current schedule, you can examine the Gantt chart and quickly identify the tasks that have some float compared to the tasks that have no slack. PERT charts: A PERT chart is a project management tool used to schedule, organise, and coordinate tasks within a project. PERT stands for Program Evaluation Review Technique, a methodology developed by the U.S. Navy in the 1950s to manage the Polaris submarine missile program. Gantt and bar charts: A Gantt chart is a project chart in which a series of horizontal lines shows the amount of work done or production completed in certain periods of time in relation to the amount planned for those periods. A Gantt chart is used for the same purpose as a Critical Path Schedule. Cost schedule control system: A set of criteria specified by the project manager for reporting the project schedule financial information. By tracking the project costs and schedule, you can assess the status of how well the project is meeting planned deadlines. Life cycle cost analysis: Life cycle costing is a method of project evaluation, for which all costs arising from owning, operating, maintaining and disposing of a project are considered. Life cycle costing evaluates all relevant costs over a period of time of a project. It takes into account the costs including capital, purchase, energy cost, operating cost, maintenance cost, replacement cost, financing cost and any resale for the disposal over a life time of a project. Logistics support analysis: Logistics support analysis, in the context of a project, is a structured approach to creating efficiency and reduce the cost of providing resources and support by pre-planning all aspects of project plan including requirements, constraints and recommendations. Project management software: Tenrox Project Management Software Summer Heat Microsoft Project Standard Project KickStart MindView 3 Business Genius project for Domino ProjectPlan FastTrack Schedule RationalPlan Multi Project Service Desktop Pro FusionDesk Professional Microsoft Project dotproject Planner Trac Gantt Project Merlin FastTrack Schedule Omni Plan Online: ClarizenAtTask Daptiv PPM Tenrox Celoxis EPM Live Easy Projects.net Genius Project for Web Project Insight LiquidPlanne One review example ClarizenAtTask Simple, comprehensive online project management solution that allows you to manage time, budgets, deadlines, work tasks, teams and people. Considerations: Licensing and Costs Migration Collaborative Platform Independence Usability Maintainability. Spreadsheets Microsoft templates: First, it would be wise to see what templates you already have installed in Microsoft Excel Project scorecard Project cost summary Project time performance tracking Event management project tracker Project performance tracking and reporting. WHS management system tools A Work Health and Safety Management System is a coordinated and systematic approach to managing health and safety risks in a project or other environment. From individual jurisdictions under the previous OHS laws, it is now changed to a harmonised WHS coverage. With the harmonised Work Health and Safety (WHS) laws commencing in five out of nine jurisdictions on 1 January 2012, businesses need to ensure they are not only familiar with the legislation, but are also taking measures to achieve legal compliance. Key changes: The primary duty holder will be a Person Conducting a Business or Undertaking (PCBU) which includes, individuals, companies, partnerships, non-profit organisations and unincorporated associations The primary duty of care will be qualified by reasonable practicability Introduction of officer’s due diligence requirements Broad nature of the definition of the term “worker” Introduction of health and safety representatives and their power to issue provisional improvement notices Requirement for cooperation, consultation and coordination between duty holders Right of entry for unions to enter workplaces for WHS purposes to advise and assist in WHS or when a contravention of the law is suspected Inclusion of WHS permit holders, and Categorisation of offences, increased range of penalty options and increased maximum penalties that may be imposed for a breach of the WHS legislation. Checklist Meanwhile, workplace WHS advises businesses that they should have: Familiarised themselves with the complexities of the new Act, Regulations and Codes of Practice Audited their existing WHS systems and, where appropriate, updated their policies and procedures to meet the new requirements Identified their PCBUS (Persons Conducting a Business or Undertaking) and their officers Reviewed corporate government arrangements to ensure that senior management and directors and other officers can meet their due diligence obligations Given effect to the Act’s mandatory consultation provisions and have in place arrangements for consulting with staff, contractors, volunteers and others Taken steps (such as holding information and training sessions) to ensure the changes have been communicated to managers and staff so that they are aware of their safety obligations and rights Developed a change management strategy to demonstrate that they have done, and are doing, everything that is ‘reasonably practicable’ to achieve full compliance. Activity 2A 2.3 - Formulate risk management plan for project, including Work Health and Safety (WHS) Risk Management There are always risks associated with a project: The purpose of risk management is to ensure levels of risk and uncertainty are properly managed so that the project is successfully completed It enables those involved to identify possible risks, the manner in which they can be contained and the likely cost of mitigation strategies. While typically conducted as part of the initial project conception and subsequent definition, depending on the scale of the project, risk management activities should become an ongoing conduct throughout the project life to ensure changing circumstances are tracked and managed. Once all risks have been identified, a filtering process should be used to determine which identified risks: Are best left, as the likelihood and seriousness would be so low that mitigation strategies are not required Need monitoring, but no proactive mitigation strategies are required at this stage; Are avoided by changing the scope of the project Are moved to a third party by outsourcing etc. or Need planned mitigation strategies as detailed in the risk register. Examples of possible risks include: Budget blow-outs Information security breaches Loss of key project team members Major milestone timeframes not being met. The results of this exercise should be documented in a risk register for the project, which is a document outlining all risks identified before and during the project. Risk mitigation / treatment Risk mitigation actions or treatment reduce the chance that a risk will be realised and reduce the seriousness of a risk that is realised. There are two broad types of risk mitigation or treatment activities: Preventative - planned actions to reduce the likelihood a risk will occur and the seriousness if it does occur. In other words, what should you do now? For example, if an identified risk is that a construction deadline is not going to be achieved, further resources could be added to prevent this occurring. Contingency - planned actions to reduce the seriousness of the risk, if it does occur. In other words, what should you do if? For example, a possible action in response to the previous risk example might be that a timeframe and budget contingency is built into the original project scope and plan. The risk management plan A risk management plan should be included as a section in the project business plan and should cover, at a minimum, the following: The process for identification, analysis evaluation and treatment of risks both initially and throughout the life of the project. How often the risk register will be reviewed, the process for review and who will be involved? How risk status will be reported and to whom. Who will be responsible for which aspects of risk management? As a minimum, changes in the risk should be reported to the project manager and the Steering Committee as part of the reporting process. Project risk assessment Risk Level (high / medium / low) Management strategy WHS in project management With the national harmonised Work Health and Safety (WHS) laws already rolled-out across most of the country, it’s important to know if your WHS documentation is in line with the new legislative requirements. WHS is not something that you immediately consider when planning and scoping a project but it is a requirement to understand the basic elements of the legislation. The general provision of Work Health and Safety Legislation The principles of a WHS Management System including duty of care responsibilities and supervisor and management responsibilities The principles of implementing WHS Risk Management in the workplace as well as risk assessment process and hierarchy of control The importance of procedures for the review of WHS performance in the workplace Understand the provisions of Workplace Injury Management and Workers Compensation provisions. A key requirement of the Work Health and Safety legislation is for the employer to systematically manage risks arising from workplace hazards. There must also be effective consultation and communication with the workers involved about these risks and how they are to be managed. The responsibilities under the state and federal laws within Australia make this area part of Risk Management. Increased liability risk for project directors due to inconsistent and onerous WHS Laws Added pressure of project directors due to added disclosure requirements Project Directors/Responsible Persons can be prosecuted for breaches in WHS. The national WHS strategic reviews that have been undertaken indicate growing concerns that some projects, especially smaller ones, may cut corners when the project is in trouble. Project directors / managers should demonstrate by the actions they take with WHS and WHS legislation seriously. Why should a Project director / manager be conscious of WHS? Strategic and resource responsibilities Operational responsibilities Management tools use and reporting responsibilities Behavioural programme establishment. Activity 2B 2.4 - Develop and approve project budget Project budgets Consultants may form an integral part of the project team. Consultants are employed from outside the organisation to provide specialist or other expertise unavailable from internal resources, e.g. legal specialists, probity auditors and financial advisors. A major issue with consultants is to manage their deliverables as to the project timeframes, and to monitor the consultancy budgets closely so to not overspend. At the workplace coal face, the task of developing an initial budget and seeking approval is a mechanical process of producing a budget that shows: Income Expenditure Result. What is the goal of a project budget? One of the key elements of any project proposal is the project budget. It is a pivotal tool that will be used by several different groups involved in the project. The project manager will use a budget to determine whether the project is on track Project personnel will use it as a guideline to monitor certain project milestones The client will use it to determine the success of the effort. Some expenses, such as salaries, fees, wages, rent, or equipment costs, may seem pretty straight forward. But there are many contingencies and unknowns that may affect how and when the project is carried out and ultimately completed. Contingencies: Project’s unknowns or risks contingency Cost estimating contingency Design contingency Bid contingency Construction contingency Cost escalation contingencies. Remember that the most important point to keep in mind is that although a project budget should be based on best knowledge available of the numbers and accurate assessments of the resources needed to complete the task, the bottom line is that a budget is meant to be an estimate. Link project budgets to key outcomes: Establish a set of reference baselines Then, as work progresses, you monitor the work Then analyse the findings Forecast the end results and compare those with the reference baselines If the end results are not satisfactory then you make adjustments as necessary to the work in progress, and repeat the cycle at suitable intervals. Design Assuming project income, as opposed to the traditional P-and-L style budget, is based on fees or other revenue not realised until the completion of the project, expenses are the main variable and unique to developing and approving a project budget. Project expenses: Human resources Development Goods/Services Other Salary Seminars and training Contracted services Office Expense Commissions Consulting fees Advertising Telephone Casual wages Legal fees Marketing materials Computer network Employee incentives/ benefits Other professional fees Recruitment Travel and entertainment Repairs and maintenance Office supplies Total costs Total costs Total costs Subscriptions Office rent Postage General insurance Taxes and licenses Software licenses Total costs Examples of how to determine specific calculations for your project budget: Goods and Services or Suppliers Costs Human Resources Costs Cost Per Item No. of Units Total Cost Cost Per Hour No. of Hours Total Cost Contracted services Advertising Marketing materials Travel and entertainment Salary Commissions Casual wages Employee incentives/ benefits Resource and budget cost plan Identify cost (project) risks Risk Level (high/Medium/Low) Management Strategy · Deliverables · Milestones · Phase · Resource · Cost · Budget Over/under - Budget and Expenditure control Project cost control is a lot more difficult to do in practice, as is evidenced by the number of projects that fail to contain costs! Budget approval: Develop your detailed budget estimate and get it approved in the organising and preparing stage after you specify your project activities Check with your organisation to find out who must approve project budgets. At a minimum, the budget is typically approved by the project manager, the head of finance, and possibly the project manager’s supervisor. Activity 2C 2.5 - Consult team members and take their views into account in planning the project Consulting with teams Why consult with team members? Getting their views: Make consultation with staff members part of the business culture Introduce weekly or monthly or as needed strategy meetings with staff Actually ask for ideas and feedback Conduct round-table discussions Hold in-depth brainstorming sessions on a specific project issue If you hold formal meetings with teams, allow a different employee to chair each meeting Teams are more motivated if also allowed to follow up on their ideas Project managers struggle with seeing clearly and quickly what their team is doing at any given point in the project schedule Project managers can also struggle with finding a quick and painless way to do something about problems that they discover. Technical and functional expertise: To complete the task at hand ensure the team make up is suitable. E.g., a group with only marketing experts is less likely to succeed than a group comprised of operational experts and team members experienced in project design or execution. Problem solving and decision-making skills: Teams must be able to make decisions and identify the onset of a problem or opportunity, evaluate the opportunity and decide on an appropriate course of action Team members usually possess some level of these skills and develop them more on the job. Interpersonal skills: Skills which enable effective communication and management of any conflict arising will enable the team to develop common understandings of purpose and function. This could include risk taking, helpful criticism, objectivity, active listening, giving the benefit of the doubt, support and or recognising the needs of others. The challenge for any team though is to strike the right balance between selection based on existing skills and those, which might be developed as a result of team membership. Commit to a common purpose and performance goals: A team’s purpose and its performance are closely related. Without a common purpose a team will quickly break apart and operate as a collective of individuals or smaller teams. Check for these: Is your team small or large? Can you convene easily and frequently? Can you communicate with all members easily and frequently? Are your discussions open and interactive for all members? Does each member understand the issues you are addressing? Do you need more people to get information? Are sub teams possible or necessary? Activity 2D 2.6 - Finalise project plan and gain necessary approvals to commence project according to documented plan Finalising plans Now that you have a complete list of tasks with resources assigned, you are ready to finalise your project. At this point, you will want to check your project finish date to determine whether it is acceptable. As a project manager, you may need to reduce a projects total duration at some point The idea being to get the job done in an acceptable time frame To adjust the total project duration you will need to identify which project tasks affect the project end date and adjust your critical path schedule. Print a project summary report: This will assist those who may need a summarised breakdown of the project to issue appropriate approvals Produce a baseline plan for your project Generate and print a cost table or a cost report to distribute to those who are reviewing the project for approvals. Distribute the project plan to the Project Sponsor and other appropriate stakeholders: Distribute this in report form: Report Category Description Overview Summarise the number of tasks, project costs, or list the critical tasks or CPS Current activities Intended for those who may be more aware of the project and those more directly involved with the tasks in the project Costs Budgets, cost plan and other effective financial reports used in tracking the budget cost of a project Assignments Report on the to-do lists for human resources and their assigned tasks. Current task progress and information to determine who may have too many assignments in the available time Workload Report viewing the amount of work assigned to a task or per resource, on a weekly basis Schedule a meeting with project sponsor and other relevant stakeholders to review the project plan deliverables Make any changes from the formal review and finalise the project plan deliverable Ask the project sponsor to acknowledge if the project will proceed Obtain signatures from the Project Sponsor and any other designated stakeholder. Activity 2E 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 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 Supporting team members Support for project team members may include: Additional physical, human and technical resources (within allocated budget) if and as required Encouragement Feedback Learning and development Regular project team meetings Supervision, mentoring and coaching. Allocating tasks, prioritising and monitoring resources in accordance with project requirements are all part of project management and best suited in terms of management within a software program such as project manager. Allocating tasks The project team is ready, it is now time to allocate tasks. A project manager can be appointed at any stage of the project but preferably prior to the establishment of the team. The project manager should document a detailed role or job description for each project task and then appoint a person or persons to fulfil those tasks / roles. These can also include appointments based on the person’s skills and experience not just seniority or employee status. Allocating the resources required to meet the tasks: Although general groups of resources may have already been allocated to the project, a detailed resource assessment is required to identify the: Types of resources, e.g., labour, equipment and materials Total quantities of each resource type Roles, responsibilities and skill-sets of all human resources Items, purposes and specifications of all resources Items and quantities of materials and resources. Assisting to identify team skills and skills gaps: Basic / fundamental Skills: such as literacy, numeracy, using technology People-related skills: such as communication, interpersonal, teamwork Conceptual/thinking skills: such as collecting and organising information, problem solving, planning and organising, learning-to-learn skills, thinking innovatively and creatively, systems thinking Personal skills and attributes: such as being responsible, resourceful and flexible, being able to manage one’s own time, having self-esteem. Take action to ensure project team members are clear about their responsibilities Project roles and responsibilities: It is important to understand who the major players are on the project. List the major project roles, responsibilities and the actual people involved. Add in any additional roles as required. Examples only Title Role Project manager Person responsible for running the project on a day-to-day basis within defined authorities for cost and schedule as agreed with the project sponsor / board Responsibilities 1 2 3 4 Title Role Project sponsor / project director / project board Senior management of the project – accountable for the success of the project. Has the authority to commit resources. Responsibilities 1 2 3 4 List for as many team members are required: Title Role Responsibilities You will further clarify the ‘linkage’ of the responsibilities that you list against each team member. Examples may include: Specific area Ensure the team is clear Inputs Are the main resources required to undertake the activities in which to produce the outputs Outputs The outputs must be necessary to achieve the outcome physical and/or tangible goods and / or services delivered by the project Activities and milestones Activities are the key actions (groups of tasks) carried out using project inputs to successfully achieve the planned outputs. Performance targets and indicators Identify how the successful achievement of an output, outcome, or impact will be measured. Indicators are quantifiable with a target value that Identifies how much will be achieved in a specific timeframe. Data sources and reporting mechanisms The data sources describe where information on the status of each indicator can be found, who provides the information, and how the information is collected. Assumptions and risks Are external factors that are not within the control of the project and can affect the completion Project performance and reporting After project approval, the project team will regularly update project performance information Provide support for project team members, especially with regard to specific needs Examples only: Additional physical, human and technical resources (within allocated budget) if and as required Encouragement Feedback Learning and development Regular project team meetings Supervision, mentoring and coaching. Resources Enterprise resources Resources that are part of an organisations entire list of resources. Enterprise resources can be shared across projects. Generic resources Resources that are used to specify the skills required for a specific task. Providing the necessary logistics needed by the project teams. Encouragement · Reconfirm the work you expect team members to perform · Explain or re-confirm the schedules and deadlines you expect team members to keep · Reassure team members of the time you expect them to spend on the work · Clarify specific activities and the nature of the work · Share information with the team who will be involved in the project Supervision, mentoring and coaching Most effective project managers of complex projects have learned the ability to coach, rather than overly direct the team. The team invariably directs its own activities. Coaching and mentoring a team is accomplished by having the coach interact with the entire team or specific team members within the setting of a team meeting or a set of project goals. Feedback Really listen to the team members and what they are saying. Be sure you understand their project related feedback and comments completely. Refrain from judgment until all of the feedback is gathered. Act accordingly on what is said only to the benefit of the project. Regular project team meetings Active listening at meetings has several benefits. First, it causes team members to listen attentively to others. Second, it can avoid misunderstandings. When team members are in conflict, they often contradict each other, denying the other partys description of a situation. Often, in team project meetings, there comes a time when the team needs to negotiate a solution, or set of solutions to a specific problem. Ineffective patterns that can frequently develop in the team: Conflicts Missed deadlines due to lack of communication Individual interpersonal conflicts Them and us attitudes between portions of the team Department or divisions in the workplace Conflict between the team and others outside the team, including management. The solution to this dysfunction generally involves the coaching of two or more individuals and then as a group. Activity 3A 3.3 - Establish and maintain required record keeping systems throughout the project Record keeping Required record keeping systems may include systems for: Correspondence Financial data including costs, expenditure, income generated, purchases Project outcomes Quality data including any test results Recording of time spent on project and progress in completing project Samples, prototypes, models. There are many different ways to maintain records for your projects: Using Microsoft Project, for example, would be a simple record of data within the software Conversely, recording data on Excel spread sheets will provide accessible records. Project progress report To generate a project status report for a project, the project manager needs to produce or format a report or use Project or other software showing: Milestones in the last period, and if they are completed Milestones due next period Action items not completed by their due date Action items due to be completed in the next period Any commentary prepared by the project manager. The report can be e-mailed directly to a set distribution list (using Microsoft Outlook). The period can be set by the project manager. The value of the report: The value comes from ensuring that at least once a reporting period has been established, the team is encouraged to review due and outstanding items in accordance with those schedules. Usually this will encourage teams to focus on completing actions and milestones so they do not appear in the report as incomplete. This function acts as a project status report template or a piece of period status reporting software. Basic project records would include: Team personnel involved in planning and executing the project Minutes of meetings and discussions held for planning Project scope, objectives and relevant statement of the goals of the project and the likely contingency plans Work record plan showing dates, times and work done Critical path schedule showing a chronological diary that maps out the progress of the project and shows milestones All communications via emails and letters relating to the project Financial budget, summary and associated documentation like goods and services for the project Lists of specifications, requirements and important features or functions Drawings or references to drawing numbers or computer generated work Invoices or purchase orders for all materials relating to the project Any other record or reference to a computer file or website location Where are the records kept? Virtually all electronic accounting systems will produce a report for most of the required information detailed above. As well, specialist systems like Microsoft Project and similar, will have software for both producing and keeping project records in a personalised design manner. Another feature of using Project management software is the ease of which additional information in record form can be added at any time, even remotely. Examples: Project Status Last Period This Period Comments Overall project status Recording of time spent on project and progress in completing project Financial data including costs, expenditure, income generated, purchases Time Cost Scope Quality Benefit Risk Work Package Name Status Completion Date (as per plan) Forecast Date (if different from plan) Project outcomes Pending authorisation In execution Completed Summary of corrective action taken during the period Corrective actions taken during the period Project Status Report Project Name: Project manager: Company/client: Process: Prepared by: Document Owner(s) Project/Organisation Role Project Status Report Version Control Version Date Author Change Description [Document created] Milestone Deliverables Due Date \% Completed Deliverable Status Milestone 1 Deliverable 1 date \% Deliverable 2 date \% Deliverable 3 date \% Milestone 2 Deliverable 1 date \% Deliverable 2 date \% Deliverable 3 date \% Milestone Deliverables performance reporting over last period Milestone Deliverables scheduled for completion over next period Milestone Deliverables Due Date \% Completed Deliverable Status Milestone 1 Deliverable 1 date \% Deliverable 2 date \% Deliverable 3 date \% Milestone 2 Deliverable 1 date \% Deliverable 2 date \% Deliverable 3 date \% Project budget / financial status Budget Item Planned Budget Actual Cost Variance/Explanation Project Risk Management Status Risk and Description Risk Chance Risk Impact Risk Priority Change from Last Review [Description of Risk] · · [High/Med/Low] [High/Med/Low] [High/Med/Low] [Description] [Description of Risk] · · [High/Med/Low] [High/Med/Low] [High/Med/Low] [Description] Project Issue Management Status Issue and Description Project Impact Target Due Date Issue Status Issue Resolution [Description of Risk] · · [High/Med/Low] date [Open/Closed] [Description] [Description of Risk] · · [High/Med/Low] date [Open/Closed] [Description] Project Recommendations [Replace this text with a brief statement for the Steering Committee, Project Sponsor, or Senior Manager to consider or endorse. Other questions to consider for review with key project stakeholders are: · Will the project be completed on time and on budget? · Will the project deliverables be completed within acceptable quality levels? · Are scope change requests being managed successfully? · Are project issues and risks being addressed successfully and mitigated? · Are all customer concerns being addressed successfully? Activity 3B 3.4 - Implement and monitor plans for managing project finances, resources and quality Monitoring the project Resources may include: Human Physical Technical. Project financial management is a process which requires: Planning Budgeting Accounting Financial reporting Internal control Auditing Procurement of goods and services Disbursement of payments Achieving the project’s financial objectives. Like all processes, financial management relies upon management: Financial management should not be confused with accountancy, which is simply the process of recording the transactions of a business or a project in this case and culminates in the production of the financial statements of the project Financial management is, as are most forms of management, a dynamic and challenging sector, requiring high levels of business acumen and vision Cost control as the term implies, requires measurement and analysis of all levels of the project finances, resources (human, physical and technical) and expenditure to ensure that such expenses are incurred at an optimum level to meet the project budget. Activity 3C 3.5 - Complete and forward project reports as required to stakeholders Project reports As the project manager, you will generally spend much of your time communicating: You deliver information upward and downward, internally and externally as the various sessions so far have addressed Daily, you make and receive numerous reports, e-mail messages, phone calls, and other messages to keep your team and your customers up to date about the status of your project. Basic project records would include: Team personnel involved in planning and executing the project Minutes of meetings and discussions held for planning Project scope, objectives and relevant statement of the goals of the project and the likely contingency plans Work record plan showing dates, times and work done Critical path schedule showing a chronological diary that maps out the progress of the project and shows milestones All communications via emails and letters relating to the project Financial budget, summary and associated documentation like goods and services for the project Lists of specifications, requirements and important features or functions Drawings or references to drawing numbers or computer generated work Invoices or purchase orders for all materials relating to the project Any other record or reference to a computer file or website location Strong communication skills are critical to keeping your team and stakeholders informed, supportive, and enthusiastic: Have a communications plan in place that outlines reports as required to stakeholders and keeps your project on track and helps avoid confusion. Identify the different groups with whom you will communicate Identify: The frequency of your reports The details stakeholders actually need as opposed to general and non-essential reporting The methods you will use to deliver reports Set up a central network for stakeholders to access online or through an intranet Create secure storage of all project reporting information. Reporting formats: Create templates for presentation, status, meeting minutes, and other important documents Make sure these follow company-wide standards for all stakeholders. Provide these to stakeholders as required: A shared project calendar Collaboration software Access to intranet web sites Access to project databases. Set up standard procedures: Set up procedures for communicating with your project team and stakeholders Create an approval chain for announcements that go outside of the project team Advise all team members to organise all project-related e-mail messages so that they are easy to locate and refer to throughout the project. Team members can either file messages in electronic folders or print hard copies. Prepare for the unexpected: Consider setting up a project reporting ‘online’ hotline that team members and stakeholders can access when instant communication is required. Often during the life of the project you might deliver a message that requires immediate feedback. Yet the recipient might be unavailable. Ask stakeholders to name substitutes who you can contact during those times or when they are unavailable on holiday, at business trips, or unplanned absences Be flexible: As the project moves forward, your communication requirements might change. You may find that some stakeholders need more (or less) project reporting style information Keep your communication plan flexible enough that you can make changes as required Do stakeholders want lots of detail or only a pre-determined level summary? Do stakeholders need a full presentation or additional fact sheets? Do you know if the stakeholders read e-mail thoroughly or need further personal face-to-face advice on the project? You will also need to prepare for unplanned communications: Design the best approach to such messages in accordance to your stakeholders needs Sometimes an urgent e-mail message to a busy stakeholder might go unread for several days, so a phone call or other form of contact might be more effective Your communication is more effective when you are aware of the stakeholders different requirements and movements. Language and global advice: Outsourcing and new technologies have made global project teams more common place This can create language barriers and cultural differences between key stakeholders and teams Be careful when reporting to stakeholders in different countries to avoid misunderstandings Avoid ‘localised’ slang or references to a specific cultures in your messages Avoid humour as it can be easily misunderstood across certain cultures. Keep the quality of your reporting high: Maintain a consistent level of high quality reporting to sponsors, steering committee members, and stakeholders Every project team has people with different levels of written and oral communication skills As project manager, you need to review and approve all reports, presentations, and other formal communications before they are delivered to stakeholders. Share the load: Project communication can provide the chance for teams at different levels and functionality to be more involved by having them write some of the reports, memos, or other project status reports This shares you project management workload and gives team members visibility to stakeholders. Bring it all together: Clear and accurate communications are a vital part of any successful project and the planning and process you put in place will benefit both the quality and relevancy of reporting that you deliver to stakeholders. Discuss in the class the following communication points using an example project from the workplace, or a hypothetical example from the instructor. Typical issue raised Discussion points What information will be communicated How will the information be communicated? E.g., in meetings, email, telephone, web portal, etc. When will the information be distributed? What resources will the project allocate for communication? How will any sensitive or confidential information be communicated and who must authorise this? What may be the constraints, internal or external, which could affect project communications? 3.6 - Undertake risk management as required to ensure project outcomes are met Risk management Risk management may include: Changing roles and responsibilities within project team Negotiating an extension of deadline, or redefining completion or quantities 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 of ideas to gain improvements to work undertaken within the project. Rick management control: Risk is something that is intangible. You can’t see it or touch it, but you can certainly tell when it has occurred. Likelihood and consequence: Risk management has two important elements: Likelihood and Consequence. In a mathematical sense, risk is most commonly represented as the product of these two. Risk = likelihood x consequence Likelihood: Likelihood represents the chance that something will happen. This can be represented qualitatively as a word, quantitatively as a probability or frequency, or as both. Consequence: Consequence represents the impact that a risk may have and is measured in degrees of severity, should the risk occur. A consequence may be financial loss or gain, legal problems or opportunities, delays in a project, personal injury or damage. Examples Likelihood Consequence Changing roles and responsibilities within project team Uncertainty, not being familiar with current progress, disharmony, chance of failure in certain areas · Negotiating an extension of deadline · Seeking further resources to meet deadline Gives unprofessional image, effects budgets and insurance cover, costs blow out Redefining completion or quantities or quality of outcomes Gives unprofessional image, effects budgets and insurance cover, costs blow out Outsourcing some aspects of the project Adds to costs, does not meet original specifications Consequence Action Adds to costs, does not meet original specifications Researching and applying more efficient methods for completing project tasks Gives unprofessional image, effects budgets and insurance cover, costs blow out Reducing costs Uncertainty, not being familiar with current progress, disharmony, chance of failure in certain areas Sharing of ideas to gain improvements to work undertaken within the project Undertake risk management as required: 1. Establish the context of the risk potential in your project 2. Identify those risks 3. Evaluate those risks 4. Analyse those risks 5. Treat those risks to ensure project outcomes are met. Establishing the context This requires careful consideration of what exactly is the risk? Likelihood Consequence This involves setting the parameters of the risk assessment. If not done correctly by you or whoever is designated to handle the risk assessment it can waste a lot of time or duplicate areas that have already been covered. Don’t waste time and resources on an ill-focussed exercise: Establishing the context of risk in a project example could likely involves three parts: 1. External/strategic context 2. Internal/organisational context 3. Risk management context. External / strategic context: Ensure you fully understand the legal, financial, political, and environmental safety and any other related contexts that your project exists within. When making risk assessments there are always current Standards and other state and federal regulations that apply. Check if there have there been any recent changes in the laws that relate to risk management, WHS legislation or compliance Is there any commercial ‘risk’ involved in your assessment that may be better addressed in insurance or self management rather than risk in the traditional sense? It is also useful to discuss community expectations regarding the risks you are considering to assess and ensure you are very clear on who the stakeholders are. Sometimes a SWOT analysis can also help with establishing the external context before assessing major strategic risks. Internal / organisation context: The internal organisational context is more about the goals and objectives of the project and its focus for the risk involved in those undertakings present in the organisation The reason for defining this to identify threats and opportunities to achieving objectives It is also important to clarify the organisational structure involved with various job roles in the project that could potentially be affected by the risk assessment. If it is unclear as to who is responsible for different parts of the organisation, then this ambiguity will also create problems when attempting to assign responsibility for the management of risks at project level Earlier it has been discussed as the need to clearly define who is responsible for different parts of the project scope Risk assessments may uncover problems with attempting to assign or re-assign responsibility for the various sectors of the project. Some consideration should be made in your assessment of risk within the organisation to the culture and attitude toward risk. Is the organisation’s culture leaning towards being risk takers or risk averse? Is the project ‘profit’ or ‘financially’ driven to the detriment of overlooking risk? Is the organisation prepared to provide suitable and adequate resources for the risk assessment? How long will the organisation be prepared to spend in terms of time to make all necessary risk assessments? You may need to conduct a workshop with all stakeholders to ensure that you will have all the resources necessary and to draw information from existing sources. Risk management context The risk management context involves defining which risk categories apply to the risk assessment There will not only be safety risks but other forms of operational risk and organisation risk as we have discussed It is possible to conduct a higher level strategic risk assessment as opposed to just focussing on a project or part of a project, so the context can be different These risk categories need to documented and then customised so they are meaningful to your particular project. Consideration should also be given as to how risk will be analysed: What constitutes a high, medium, low and negligible risk? What will you do when you identify a high risk? Who will it be reported to? What level of risk is unacceptable? The best way is to develop a risk register: This is a table format on a spread sheet or a software risk assessment application that contains descriptions on the risk, its causes, impacts, controls, analysis, who is going to undertake the controls and by when The risk assessor or the project manager if they are different also needs to identify how the risk assessment information shall be kept and circulated Often it is best kept in a spread sheet, database or increasingly in risk assessment software. Identifying risks This is the most important phase of risk management: If you have not identified the risk, then you cannot assess it and you most certainly cannot effectively control it This is the phase where you may draw on historical data and the experience of ‘project’ experts in your organisation, (or from outside), to identify risks, causes, effects and controls. The reason for identifying causes, impacts and current controls in risk identification is when analysing the risk later, each risk should be measured in terms of inherent risk (in its current state with controls), and residual risk (after new controls are put in place). If there are no changes in the level of risk after new controls are implemented, then the new controls should not be undertaken. Analysing risks: Before analysing risks it is important to document any assumptions that relate to each risk. For example: Is the analysis focussed on the most foreseeable risks and/or worst case scenarios? The likelihood of the most foreseeable risks will be higher than the worst case scenario. Conversely, the worst case scenario should, in theory, have a very low likelihood and a much higher consequence. They will therefore sit in different locations on the risk matrix and may result in being of different priorities. Analysing risk involves identifying the likelihood and consequence of each risk given its current causes, impacts and controls. For this activity, it is useful to do this in a project team environment, rather than by a single individual. Discussion by all team members and stakeholders should be encouraged to ensure any relevant information regarding each risk is shared It is also useful to have someone with strong facilitation skills to Chair the session If not, it is easy for these sessions to deteriorate into a ‘talk fest’, with risks being assessed according to the views of the person who speaks loudest. Evaluating risks Once the risk analysis is complete, each risk will be given a corresponding risk value. This value will have been calculated using the definitions that were set when establishing the risk management context. NOTE : if you are using a pre-printed guide to evaluate risk, the Risk Management Standard, AS/NZS 4360:2004 has been superseded by AS/NZS ISO 31000:2009, Risk management - Principles and guidelines. Another method of evaluating risk in table or graph format involves assigning a score to each category: Through multiplying likelihood and consequence, the resultant risk score allows for representing each risk as a number The larger the risk number, the higher the assumed level of risk. Whatever method you may use should be established in advance during the risk management context phase or workshop session with teams and stakeholders. Risk matrix example: CONSEQUENCE LIKELIHOOD Rare Unlikely Possible Likely Certain Severe Major Moderate Minor Insignificant Likely Certain Unlikely Possible Rare Treating risks Depending upon the level of risk and evaluation, one of four treatment strategies may suit your project assessment. 1. Terminate – do not undertake the activity or part that has been risk assessed 2. Transfer – pass risk on to others through contracts, insurance outsourcing etc 3. Treat–reduce either the likelihood and/or consequence 4. Tolerate – monitor the risk for changes but implement no additional control measures. Activity 3D 3.7 - Achieve project deliverables Project deliverables Deliverables: A deliverable is a tangible and measurable result, outcome, or item that must be produced to complete a project or part of a project Typically, the project team and project stakeholders agree on project deliverables before the project begins Management of deliverables, like most project requirements, are best recorded and documented for reporting purposes in your software program such as project manager. How to achieve the numerous project deliverables: Many tasks occur concurrently and repeatedly and continue almost the entire duration of the project Be clear on your project objectives As discussed elsewhere; be fully aware of the purpose of the project and what the project will achieve The project is considered to be successful if the project objectives are met successfully The ultimate deliverable is the completion of the project. All projects produce deliverables: When you have completed creating your objectives and deliverables, go back and make sure that they are in alignment and match the scope and other ground rules you have laid. You shouldn’t have any objectives that are not aligned to one or more deliverables: If you don’t include deliverables in your project scope it is unlikely you will achieve the project objectives Be careful not to build deliverables into your scope that will not help you achieve your objectives If you have a deliverable without an objective, then you need to ask whether the deliverable is really important to your project. If it isn’t, then remove it from the project. Assign each deliverable: Assign each deliverable to a separate phase of the project, and use a milestone that represents the completion of both the deliverable and the phase simultaneously. For example, a project may have clearly definable sections, so list the deliverables in ‘phases’. Group similar deliverables: It can also be more efficient to group similar deliverables or deliverables with the same stakeholders in a phase This method allows you to schedule a team to work on a project until the deliverable is handed off Then the team can move on to other projects. Group deliverables spanning a time period: Group deliverables that are worked on during the same time period in phases spanning that time period This is useful for projects where trade-offs can be made in the scope and quality of the deliverable to meet a fixed finish date There may be phases for each month leading up to the finish date containing the tasks that must be started or completed during that month Tasks that are not finished by the end of the phase are often completed separately after the team has moved on to the next phase. Documentation of project deliverables Phase and Document Target Date Status Comments Pre-Project 1. list as required 2. list as required 3. list as required During Phase and Document Target Date Status Comments 1. list as required 2. list as required 3. list as required Using project manager you can create a report on a timeline created to indicate milestones, or, as below, create a simple excel spreadsheet format. TIME IN: days, weeks, months etc. Milestones Responsibility Processes Tasks (outcomes) Deliverables Manage constraints Manage project scope Scope under control Manage project schedule Updated project schedule Manage project budget Updated budget Monitor and Control Risks Monitor risks Risk management assessment Control risks Project status report Monitor impact Updated project report Manage Project Execution Manage change control Updated reports to: · Project manager · Project sponsor and /or project director · Project team member · Customer representative · Steering committee Manage issues Issue project status report Execute communication plan Project status report and other communication tools Activity 3E 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 4.1 - Complete financial record keeping associated with project and check for accuracy Complete records Finalise a project: A project plan is generally deemed finalised when it is formally accepted and approved by the project sponsor and other designated stakeholders Formal approval acknowledges that all the deliverables produced during the various stages are complete, reviewed and accepted Signatures on the project plan document indicate final approval This sign-off marks the plan as the go-forward agreement and can be viewed as a project management milestone. Project closing Steps Who is responsible? Comments 1 Close project or phase Project manager / steering committee / business unit Finalise all activities of the project and obtain sign-off of deliverables from the business 2 Close contractual obligations Project manager / director, finance, reporting and compliance Complete project procurement and contracts 3 Complete project review Project manager Conduct a post closure and impact review to formally close the project Key project area Complete financial record keeping associated with project and check for accuracy: Key Project Area Planned expectation (as in project plan) Actual outcome Reference for evidence Reason for any variance from project plan Scope Time Cost Quality Risk Management Communication Category Planned Actual Variance Explanation Internal Staff Labour Services Software Tools Hardware Materials and Supplied Facilities Telecommunications Training Contingency (Risk) Resource (Describe or name the resource) Person or department who received resource Turnover date Project Team Customer Support Facilities Equipment Software Tools Other 4.2 - Ensure transition of staff involved in project to new roles or reassignment to previous roles Staff assignments Assigning staff: Each new project starts with a default set of roles They may be the most basic roles that you can assign to staff but each one has a specific purpose. The basic roles should be created with each new project or, as suggested, reassigned. First: 1. Choose the project which you will assign roles for. Second: 2. Select the staff member(s) to whom you will assign the role(s). Once you have selected the task and staff member re-check the list of the roles for the project, and check any roles for re-assignment or adjustment. Document the process using a Project software program or manually, as in this example: Staff ID Recommendation New roles Reassign previous Where/How Seek approval by supervisor Action Date Responsible Person 4.3 - Complete project documentation and obtain necessary sign-offs for concluding project Sign-offs Necessary sign-offs may be required by: Clients Funding body Management Project sponsor. Project information: Project Number Project Name Date Project Ownership Project Contacts Project Approval Project completion report Area / stage / phase Completed Signed off Project overview · Clients · Customers · Funding body · Management · Project sponsor Project objective Initial project objective Agreed changes to project objective Project outcomes Deliverables/milestones Budgeted cost Final cost Scheduled completion date Final date Issues and risks summary Lessons learned Milestone/phase Recommended improvements Activity 4A 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 5.1 - Review project outcomes and processes against the project scope and plan Reviewing the project Why conduct project reviews and evaluations? Monitoring versus evaluation Post-project evaluation Pre-project evaluation Ongoing project evaluation Project completion evaluation Lessons learned. Reviewing project outcomes and processes against the project scope and plan provides an opportunity in a formal environment to learn from those experiences. If you design the review process as a sequence of activities it will result in a conscious and planned attempt to prevent the next project from having to repeat any negative areas uncovered or, adopt the positive ones for future projects. A review should be conducted for all projects, not just the ones considered complex or with many stakeholders. Often the simple ones will contain both negative and positive features that can be used and are sometimes overlooked because the detail of the project appears too simple. Projects have to be aligned with the agreed strategic plan. The review process provides this platform. Review: Regardless of the size or complexity of the project, a measurement of the projects success against well-defined criteria is necessary. Establishing the criteria helps with the measurements taken during the project and after the project has finished. These measurements, which have been detailed in the previous session, include determining whether key performance milestones have been met, how well managed the project was, and whether the specified project outputs were achieved and delivered. Simple steps to take for a post project review: Create an agenda Select participants Prepare for a workshop environment (participation is the key) Conduct the workshop/review Present the results Adopt recommendations. 5.2 - Involve team members in the project review At least one person should be selected from each stakeholder area or the person themselves need to be included. The final selection if some people are unavailable should always include those who have a strong knowledge of the processes that were undertaken in the project The best candidates are team leaders The success of the project review will benefit from the involvement of as many project participants as possible to evaluate the success and document the lessons learnt The evaluation criteria developed before the start of the project should be used as a baseline when reviewing the project. Review against the project scope and plan: Each participant should be asked to respond to a set of topics that they can be advised of prior to the workshop / meeting. That way there are no surprises The subsequent responses should focus on what went right, what went wrong, and what can be improved After the project outputs have been delivered, a review of the project is needed to assess if the desired outcomes were attained. The project plan should include a section for conducting this review. General review categories Examples only – each project review will have its featured and priority areas: · Staffing · Communications · Project objectives · Product definition and any changes · Stakeholder involvement · Schedules and tracking · Training · Productivity Some of those categories, and others, may need an expanded review including: Formal governance and are there any changes needed to the approval process Was the project team fully accountable for the project results? Is there a requirement for additional training in project management as a result of this project? Were the areas of measurement and feedback systems adequate? Was there regular communication with all stakeholders? Did the records clearly list tracking of people, skills and time? Did the use of software, systems, applications used for the project management tools perform adequately? Is there a need for more improved or different software? Did the software allow for reporting and formal documentation? Were the organisation’s resources supporting the project effectiveness and efficiency adequate? 5.3 - Document lessons learnt from the project and report within the organisation Lessons learned Practical aspects: A workshop should be conducted as a working meeting Ideally, the agenda should be covered in a half day time frame. If more time is needed because of a complex project, schedule another meeting a few days later Each stakeholder should present responses to the topics that were previously distributed. Set a time limit for each person Although the workshop/meeting must encourage full participation from all attendees, a time limit is necessary or otherwise those with the personality to stand and talk endlessly will overrun your agenda. As mentioned earlier, create two lists: “What went right” – things that you want to carry forward to future projects. “What went wrong” – encourage specifics. Focus on the top 5 to 10 problems Every attempt should be made to obtain the full support of the project’s leadership in implementing the any recommendations to the organisation as quickly as possible. Document lessons learnt: Complete a post-project review report either within the software of the project management system you are using or have someone document this separately The real benefit of the documented report will be the lessons learned and circulated within the organisation for the attention of stakeholders and teams in future projects As part of the next project evaluation and scoping all reports generated at this review meeting should be mandatory reading for any new projects A project review concept has great value to an organisation and ultimately to the acceptance of the organisations ability by its clients. Activity 5A Skills and Knowledge Activity Nearly there... Major Activity – An opportunity to revise the unit At the end of your Learner Workbook, you will find an activity titled ‘Major Activity’. This is an opportunity to revise the entire unit and allows your trainer to check your knowledge and understanding of what you have covered. It should take between and 1-2 hours to complete and your trainer will let you know whether they wish for you to complete it in your own time or during session. Once this is completed, you will have finished this unit and be ready to move onto the next, well done! References These suggested references are for further reading and do not necessarily represent the contents of this learners guide · Project Management: A Systems Approach to Planning, Scheduling, and Controlling [Hardcover] Harold Kerzner (Author) · Project Management (David L. Cleland and Lewis R. Ireland ) · Radical Project Management [Paperback] Rob Thomsett (Author) · The Art of Project Management (Theory in Practice (OReilly)) [Paperback] Scott Berkun (Author) · Brilliant Project Management: (Revised Edition) Stephen Barker, Rob Cole MSA Training and Professional Development Phone: 03 9905 3180 Room 159, 21 Chancellors Walk Website: msatraining.edu.au Monash University Clayton, Vic 3800 BSBPMG522 V2.2 17.01.2019 Page | 2 BSBPMG522 Undertake project work Instructor Workbook Table of Contents Table of Contents 2 Candidate Details 3 Assessment – BSBPMG522: Undertake project work. 3 Competency Record to be completed by Assessor 4 Activity 1B 6 Activity 1C 8 Activity 1D 9 Activity 2A 10 Activity 2B 11 Activity 2C 13 Activity 2D 14 Activity 2E 15 Activity 3A 16 Activity 3B 17 Activity 3C 18 Activity 3D 20 Activity 3E 21 Activity 4A 22 Activity 5A 23 Skills and Knowledge Activity 24 Major Activity 26 Candidate Details Assessment – BSBPMG522: Undertake project work. Please complete the following activities and hand in to your trainer for marking. This forms part of your assessment for BSBPMG522: Undertake project work. Name: _____________________________________________________________ Address: _____________________________________________________________ _____________________________________________________________ Email: _____________________________________________________________ Employer: _____________________________________________________________ Declaration I declare that no part of this assessment has been copied from another person’s work with the exception of where I have listed or referenced documents or work and that no part of this assessment has been written for me by another person. Signed: ____________________________________________________________ Date: ____________________________________________________________ If activities have been completed as part of a small group or in pairs, details of the learners involved should be provided below; This activity workbook has been completed by the following persons and we acknowledge that it was a fair team effort where everyone contributed equally to the work completed. We declare that no part of this assessment has been copied from another person’s work with the exception of where we have listed or referenced documents or work and that no part of this assessment has been written for us by another person. Learner 1: ____________________________________________________________ Signed: ____________________________________________________________ Learner 2: ____________________________________________________________ Signed: ____________________________________________________________ Learner 3: ____________________________________________________________ Signed: ____________________________________________________________ Competency Record to be completed by Assessor Learner Name: _______________________________________________________ Date of Assessment: _______________________________________________________ The learner has been assessed as competent in the elements and performance criteria and the evidence has been presented as; Assessor Initials Authentic Valid Reliable Current Sufficient Learner is deemed: COMPETENT NOT YET COMPETENT (Please circle) If not yet competent, date for re-assessment: ____________________________________ Comments from Trainer / Assessor: __________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ Assessor Signature: _______________________________________________________ Activities Activity 1A Estimated Time 30 Minutes Objective To provide you with an opportunity to access project scope and other relevant documentation and define project stakeholders Activity The local City Council want to stage a free family fun day at the local city Botanic Gardens to celebrate its 25th Birthday. Who would you list as the stakeholders? Stakeholders could include: The local City Council Community and Economic bodies Local councillor Media Media Sponsors Charity and societies Contractors Sponsors Co-workers Clubs. Activity 1B Estimated Time 45 Minutes Objective To provide you with an opportunity to seek clarification from delegating authority of issues related to project and project parameters Activity Using the examples provided of the types of parameters you may need to consider when seeking clarification from a delegating authority for issues related to the project, detail briefly your thoughts and suggestions on the impact of these: · Project finances or budget · Procurement requirements associated with project · Scope of project · Integration of project within organisation · Legislative and quality standards · Physical, human and technical resources available or required for project · Reporting requirements · Risks associated with project, including WHS · Time lines. Project finances or budget · Direct costs are those which are directly attributable to a project · Indirect costs which the project may incur but which cannot be directly attributed to individual areas Direct example - Labour costs superannuation, payroll tax, workers compensation, etc. · Travel · Consumables · Equipment hire Indirect costs - are those costs that are incurred for common or joint objectives and therefore cannot be identified readily and specifically with a particular project Procurement requirements associated with project Procurement management involves planning, soliciting sources, choosing a source, and administering the contract. · Procurement planning is the process of identifying which part of the project should be procured from resources outside of the organisation. · Generally, procurement decisions are made early on in the planning processes. Scope of project No matter how small the project, a clear definition and statement of the areas and boundaries of the project need to be established. The scope of the project includes the outcomes, stakeholders, output work and resources (both human and financial). Activity 1C Estimated Time 30 Minutes Objective To provide you with an opportunity to identify limits of own responsibility and reporting requirements and clarify relationship of project to other projects and to the organisations objectives Case Study Are there other projects that have occurred previously that would help you better understand the strategic objectives? · If so, what are they? · Are you able to access them? · How do they compare with the current proposed project? · How can you relate such key items as cost, feasibility, and so forth? Refer to a workplace example if possible. As part of your preparation you should go through this activity as though you were to complete it yourself, so that you are able to understand the requirements. Doing this will also allow you to guide your learner’s in achieving the areas of competency. Please bear in mind that particular activities cover a wide range of industries and therefore to give example answers would be to narrow the knowledge gained and shown by the learners. All activities will need to be regarded in terms of: · The industry you work in · The learner’s workplace · The state you are in · Your learner’s knowledge, skills and experience. Activity 1D Estimated Time 30 Minutes Objective To provide you with an opportunity to determine and access available resources to undertake project Activity Using your workplace as the source of a project, complete the initial details in this suggested example. Answers will vary depending on learner and their workplace The Broad Scope Definition template is a tool that can be used with key stakeholders to clearly define the logical boundaries of the project. Be sure to note any requirements that are out of scope to achieve absolute clarity about what is and is not covered by this project and to avoid the potential for problems later Name of project In Scope Out of Scope (Exclusions) Assumptions Constraints These are items that you are definitely going to deliver / manage These are items that you are not responsible for – the assumption is that someone else will do them. Exclusions are things that don’t form part of your project, but influence on whether or not you can successfully achieve your objective Knowledge about the project that is taken as being true or correct for the purposes of project planning. Assumptions are circumstances and events that need to occur for the project to be successful, but are outside the total control of the project team Known restrictions. These could include any restrictions in start/finish date, time, deliverable or milestone dates, budget limitations, resourcing limits, vendor restraints, etc. Your project details Activity 2A Estimated Time 40 Minutes Objective To provide you with an opportunity to develop project plan in line with the project parameters and identify and access appropriate project management tools Activity Using your workplace as a reference, in groups or as directed by the instructor, develop a project plan outline using a suitable tool, either from the examples provided or using what is provided by your workplace. You should address: · Timelines · Work structure · Responsibilities · Parameters And describe the project management system used: Please bear in mind that particular activities cover a wide range of industries and therefore to give example answers would be too narrow to cover the knowledge gained and shown by the learners. All activities will need to be regarded in terms of: · The industry you work in · The learner’s workplace · The state you are in · Your learner’s knowledge, skills and experience Activity 2B Estimated Time 40 Minutes Objective To provide you with an opportunity to formulate risk management plan for project, including Work Health and Safety (WHS) Activity Conduct a WHS audit. In groups, or as directed by the instructor, using a project plan example or one from your workplace address the issues below as it relates to your project WHS assessment. Answers will vary depending on group, so a discussion once complete will help to share ideas and knowledge Workplace activity 1. Design a simple project WHS reporting and monitoring check list 2. Describe how the project director/manager will investigate serious WHS breaches or incidents 3. Describe safe work procedures that are specific to you project 4. Describe at least FOUR (4) project KPIs that may have impact on WHS performance parameters Instructor Notes Instructor example Design a simple project WHS reporting and monitoring check list: · Site location and layout plan highlighting the safety considerations, risks at or in the vicinity, signage and other features · Stages of the project and key activities or milestones · Identification of key hazards associated with main stages or activities · Names of key personnel and contact details, including any communications protocol within your organisation · Identification of safety considerations in the design of the project · Temporary accommodation, pedestrian and vehicular routes · Project signage should include details such as Principal Contractor name and contact numbers (including after-hours telephone number). Work health and safety risk management steps – examples: · Identify hazards or hazardous tasks · Reviewing incident reports and records · Observing work activities · Asking workers and others to raise work health and safety matters during regular discussions e.g. During work group meetings · Include discussion of recent incidents, new or changed processes, maintenance issues or suggested improvements · Review standard operating procedures · Review instructions and literature relating to a particular workplace, activity, equipment or materials · Review operator manuals, safety data sheets, industry bulletins, or journals. Activity 2C Estimated Time 40 Minutes Objective To provide you with an opportunity to develop and approve project budget Activity In groups, or as directed by the instructor and using a project from your workplace, address the issues below as it relates to developing and planning for approval of a project budget. Use as an example the base structure of an existing workplace project but avoid simply duplicating that budget! 1. Demonstrate your budget knowledge: · Estimate team hours required to complete each task · Describe applicable overhead costs as a percentage of those direct labour costs · Estimate other direct costs (such as consultants, printing etc) · Describe appropriate contingency costs and why 2. Detail how much you have to spend 3. Detail what project expenses are mandatory or most important 4. How would you go about obtaining prices and quotes for expenses Instructor Notes Please bear in mind that particular activities cover a wide range of industries and therefore to give example answers would be too narrow to cover the knowledge gained and shown by the learners. All activities will need to be regarded in terms of: · The industry you work in · The learner’s workplace · The state you are in · Your learner’s knowledge, skills and experience. Activity 2D Estimated Time 30 Minutes Objective To provide you with an opportunity to consult team members and take their views into account in planning the project Activity In groups, or as directed by the instructor, conduct this activity by asking the team members questions about project time constraints for an example project. · Obtain the information from your team based on a project of your choice. Issue: time constraints. Workplace activity · Meet with the team members who identify their specific roles and who will be working with you to begin to build a preliminary schedule · Ask the team members what it takes in time and effort to get their respective tasks completed. · Compare the information you have against the deadline provided. · Ask your team if it is possible at all to shorten those timeframes · Gather all the necessary data from your team as to what it takes to complete those tasks. Answers will vary depending on learner and the answers they receive. Project: smartening up and reorganising the sales area. · Daniel’s role is to paint the walls. · Time is taken to ensure a smooth and even coat and to allow the paint to dry between layers. · The deadline is over a three-day weekend, so theoretically this can be done in time. · It is not possible to cut the painting or drying times, but the sooner it is begun the sooner it will be completed. · Daniel needs all of the appropriate equipment and for the furniture and wall furnishings to be removed or protected. He also needs an overnight drying time, where the walls will not be accidentally brushed against. Activity 2E Estimated Time 30 Minutes Objective To provide you with an opportunity to finalise project plan and gain necessary approvals to commence project according to documented plan Activity 1. Describe what experiences you have encountered in gaining the necessary approvals to commence a project? 2. How did you overcome any approval obstacles? 3. What were the methods you used in seeking approvals? Answer in relation to an identified project example. All answers will vary. 1. For example: justifying the project, justifying the budget, communication issues. 2. For example: justified the need for the project, justified the additional expenditure and established an agreed communication method with relevant supervisors and authorities. 3. For example: presented project outline and projections for benefit to business. Activity 3A Estimated Time 30 Minutes Objective To provide you with an opportunity to take action to ensure project team members are clear about their responsibilities and the project requirements and 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 Activity Using a workplace example of a recent or current project, detail your findings on how you experienced it as a team member or how you handled it as a project manager using the following examples provided: 1. Take action to ensure project team members are clear about their responsibilities and the project requirements 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 All answers may vary. 1. As a project manager, I ensured that team members were clear about their responsibilities by issuing everyone with a printed job description and breakdown. After doing this, I spent five minutes with each person checking that they understood everything. 2. As a project manager, I ensured that I was always contactable and able to help anyone in any way required. Activity 3B Estimated Time 30 Minutes Objective To provide you with an opportunity to establish and maintain required record keeping systems throughout the project Activity Using a workplace example of a recent or current project, detail how you experienced maintaining required record keeping systems throughout the project as a team member or how you handled it as a project manager, using the performance criteria just addressed. Provide examples and suggestions used in your workplace. All answers will vary. For example: I followed organisational protocol to ensure that all relevant information was recorded in the appropriate format and that this information was filed and stored in line with requirements, so that it was easily available at all times. Activity 3C Estimated Time 40 Minutes Objective To provide you with an opportunity to implement and monitor plans for managing project finances, resources and quality Activity Suggest further comments to these steps for implementing and monitoring plans for managing project finances. Implement Steps Monitor Actions Your Comments Communicate what needs to be done and by what deadline Assign the work by breaking down the tasks into smaller and more manageable pieces. Consider a variety of expense alternatives Develop and agree on the project budget plan. Choosing suppliers and contracts for goods or services Base decisions on either company policy or what is best to deliver on project time as well as price. Prepare timeline and sequence of activities Use a prepared schedule to manage the overall project to ensure its timely completion. Instructor example A timeline should not only consist of a schedule for completing the project, but should identify important milestones, deadlines, and the resources needed along the way. Outline clear expectations for the project team and other human resources Project teams are only temporary so select team members based on their technical skills. Their individual and collective performance will impact on the financial resources and outcome. Identify as many potential financial risks as applies Manage or minimise each one, large or small · Routinely monitor and re-evaluate significant risks as the project continues Instructor example Every project presents a level of financial risk. Management should address: · Funding levels · Access and timing of funding · Expected levels of savings · Other financial benefits Keep all project stakeholders informed and up-to-date Issue performance reports, status changes, and other project documents Forecasting costs Delivering on time and on budget is the expectation. Include extra funds in the budget Activity 3D Estimated Time 30 Minutes Objective To provide you with an opportunity to complete and forward project reports as required to stakeholders and undertake risk management as required to ensure project outcomes are met Activity In groups, or as directed by the instructor, and using a project from within your workplace conduct a risk assessment using the session notes and discussions just held. It is required to address the following: 1. External/strategic context 2. Internal/organisational context 3. Risk management context Guide students as to the extent of the risk assessment through the selected project from the workplace. Activity 3E Estimated Time 30 Minutes Objective To provide you with an opportunity to achieve project deliverables Activity Discuss in groups, or as directed by the instructor, your experiences in the workplace on how project deliverables were: Answers will vary depending on learner, their workplace and their experiences. Achieved We achieved our project of getting a large, urgent order out on time. Documented This was documented by keeping a track of how much of the order was completed and in what timeframe. Presented The order was shipped and the recipient informed of this, as well as an expected delivery time. WORKPLACE PROJECT: WORKPLACE PROJECT: WORKPLACE PROJECT: Activity 4A Estimated Time 40 Minutes Objective To provide you with an opportunity to finalise project Activity Complete and comment on the suggested forms reports and tables detailed in this session which are designed to “finalise a project” and make specific references to your experiences with: · Completing financial record keeping · Assign staff involved in project to other roles etc. And obtain any necessary sign offs · Complete project documentation Please bear in mind that particular activities cover a wide range of industries and therefore to give example answers would be too narrow to cover the knowledge gained and shown by the learners. All activities will need to be regarded in terms of: · The industry you work in · The learner’s workplace · The state you are in · Your learner’s knowledge, skills and experience. Activity 5A Estimated Time 40 Minutes Objective To provide you with an opportunity to review the project. Activity Give an example of a workplace project and explain the process you would follow to review its effectiveness and success. List the tools and techniques you would use to do this. All answers will vary. Learners will need to explain the organisational procedures and policies applied to reviewing projects and also mention any specific techniques, templates and tools they would use. Skills and Knowledge Activity Estimated Time 60 Minutes Objective To provide you with an opportunity to demonstrate your knowledge of the required skills, knowledge and critical aspects of assessment. Activity Complete the following individually and attach your completed work to your workbook. The answers to the following questions will enable you to demonstrate your knowledge of: Reading Writing Numeracy Oral communication Navigate the world of work Interact with others Get the work done Project management tools and how they contribute to a project Types of documents and other sources of information commonly used in defining the parameters of a project Processes for identifying and managing risk in a project The organisation’s mission, goals, objectives and operations and how the project relates to them The organisation’s procedures and processes that are relevant to managing a project including: Lines of authority and approvals Quality assurance Human resources Budgets and finance Recordkeeping Reporting. Identify a project that could realistically be undertaken in your place of work. Define this project, by explaining its purpose and intended outcomes. Who are the stakeholders? What is your own role and level of responsibility? How does this align with the organisation’s objectives? How would you develop a project plan? Explain the project parameters, explain a budget, note how many staff you would need and identify a potential risk. How would you monitor the project? How would you assign staff their roles and brief them of this? How would you support the staff? What are the deliverables? How would you finalise the project? What financial records do you have to keep? How do you transition staff into their new roles? What documentation do you need to sign off? How would you review the project? How would you review the outcomes? How would you determine the level of success and the effectiveness of the project? What lessons have been learned? As this is the skills and knowledge activity, you should aim to demonstrate as much of the skills and knowledge as you can, to show your competency and understanding of the unit. All answers will vary. Learners should be able to detail their process, using the general and more detailed points above, but they should also add in any details and information that they feel is relevant. Major Activity Estimated Time 60 – 120 Minutes Objective To provide you with an opportunity to demonstrate your knowledge of the entire unit. Activity This is a major activity – you should let the learners know whether they will complete it during class or in their own time. They must individually answer the following questions in full to show their competency of each element: 1. Define project 2. Develop project plan 3. Administer and monitor project 4. Finalise project 5. Review project. 1) Why is project scope important? To keep work focused upon the intended outcomes of the project and to avoid scope creep. 2) Why do you need to define project stakeholders? So you know who to work with, who to consult, who to keep informed, etc. 3) Why is delegating authority important in a project? To ensure that tasks are completed in good time. 4) Why do you need to recognise the limits of your role? So that you don’t overstep your role. 5) Why do you need to understand the purpose of this project in the context of the organisation’s objectives? To see how it contributes to the bigger picture. 6) Why do you need to determine available resources? So you can use what is available and can rectify any errors. 7) Why do you need to keep within the project parameters? To keep the project on track. 8) Why do you need to use project management tools? Organisational policy and to make your job easier and more efficient. 9) Why do you need to be aware of risks? Prevention, contingency measures, insurance, education and training, etc. 10) Why are budgets important? To provide a spending guideline and to track expenditure. 11) Why do you need to take your team’s views into account? Teamwork, strengthening, respect, variety, etc. 12) Why do you need to gain approval for your project before you start? To ensure that you are permitted to undertake the project. 13) Why do team members need to be clear about their roles? Compliance and so they can do what is expected of them and not what they are not permitted / expected / required to do. 14) Why do you need to support team members? To maintain the integrity of the team, help them perform better, to provide effective working conditions, etc. 15) Why is record keeping important? To track expenditure, timeframes, work completed, etc. 16) Why do you need to monitor project expenditure? To avoid overspending or underspending. 17) Why might project stakeholders require copies of reports? Various reasons, but generally to keep them up to date and informed of their progress. 18) Why does risk management contribute to meeting outcomes? Being aware of risks and therefore avoiding them will lessen your chances of the project becoming derailed or troubled. 19) Why do you need to achieve project deliverables? Project deliverables are the whole point of the project! 20) Why do you need to check records for accuracy? To minimise the potential negative effect of errors and to maintain compliance. 21) Why is post-project staff transition important? To ensure that staff have suitable work and to avoid disrupting normal business / the next project. 22) Why are sign-offs required? To prove confirmation of the subject and communications received. 23) Why do you need to review project outcomes and processed against the project’s scope and plan? To ensure outcomes were met and that they were relevant. 24) Why is involving team members in project reviews important? To gather their feedback on what went well and not so well. 25) Why is documenting lessons learned a good practice? So they can be applied to the next project and other tasks as well.
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Economics Nursing Applied Sciences Psychology Science Management Computer Science Human Resource Management Accounting Information Systems English Anatomy Operations Management Sociology Literature Education Business & Finance Marketing Engineering Statistics Biology Political Science Reading History Financial markets Philosophy Mathematics Law Criminal Architecture and Design Government Social Science World history Chemistry Humanities Business Finance Writing Programming Telecommunications Engineering Geography Physics Spanish ach e. Embedded Entrepreneurship f. Three Social Entrepreneurship Models g. Social-Founder Identity h. Micros-enterprise Development Outcomes Subset 2. Indigenous Entrepreneurship Approaches (Outside of Canada) a. Indigenous Australian Entrepreneurs Exami Calculus (people influence of  others) processes that you perceived occurs in this specific Institution Select one of the forms of stratification highlighted (focus on inter the intersectionalities  of these three) to reflect and analyze the potential ways these ( American history Pharmacology Ancient history . Also Numerical analysis Environmental science Electrical Engineering Precalculus Physiology Civil Engineering Electronic Engineering ness Horizons Algebra Geology Physical chemistry nt When considering both O lassrooms Civil Probability ions Identify a specific consumer product that you or your family have used for quite some time. This might be a branded smartphone (if you have used several versions over the years) or the court to consider in its deliberations. Locard’s exchange principle argues that during the commission of a crime Chemical Engineering Ecology aragraphs (meaning 25 sentences or more). Your assignment may be more than 5 paragraphs but not less. INSTRUCTIONS:  To access the FNU Online Library for journals and articles you can go the FNU library link here:  https://www.fnu.edu/library/ In order to n that draws upon the theoretical reading to explain and contextualize the design choices. Be sure to directly quote or paraphrase the reading ce to the vaccine. Your campaign must educate and inform the audience on the benefits but also create for safe and open dialogue. A key metric of your campaign will be the direct increase in numbers.  Key outcomes: The approach that you take must be clear Mechanical Engineering Organic chemistry Geometry nment Topic You will need to pick one topic for your project (5 pts) Literature search You will need to perform a literature search for your topic Geophysics you been involved with a company doing a redesign of business processes Communication on Customer Relations. Discuss how two-way communication on social media channels impacts businesses both positively and negatively. Provide any personal examples from your experience od pressure and hypertension via a community-wide intervention that targets the problem across the lifespan (i.e. includes all ages). Develop a community-wide intervention to reduce elevated blood pressure and hypertension in the State of Alabama that in in body of the report Conclusions References (8 References Minimum) *** Words count = 2000 words. *** In-Text Citations and References using Harvard style. *** In Task section I’ve chose (Economic issues in overseas contracting)" Electromagnetism w or quality improvement; it was just all part of good nursing care.  The goal for quality improvement is to monitor patient outcomes using statistics for comparison to standards of care for different diseases e a 1 to 2 slide Microsoft PowerPoint presentation on the different models of case management.  Include speaker notes... .....Describe three different models of case management. visual representations of information. They can include numbers SSAY ame workbook for all 3 milestones. You do not need to download a new copy for Milestones 2 or 3. When you submit Milestone 3 pages): Provide a description of an existing intervention in Canada making the appropriate buying decisions in an ethical and professional manner. Topic: Purchasing and Technology You read about blockchain ledger technology. Now do some additional research out on the Internet and share your URL with the rest of the class be aware of which features their competitors are opting to include so the product development teams can design similar or enhanced features to attract more of the market. The more unique low (The Top Health Industry Trends to Watch in 2015) to assist you with this discussion.         https://youtu.be/fRym_jyuBc0 Next year the $2.8 trillion U.S. healthcare industry will   finally begin to look and feel more like the rest of the business wo evidence-based primary care curriculum. Throughout your nurse practitioner program Vignette Understanding Gender Fluidity Providing Inclusive Quality Care Affirming Clinical Encounters Conclusion References Nurse Practitioner Knowledge Mechanics and word limit is unit as a guide only. The assessment may be re-attempted on two further occasions (maximum three attempts in total). All assessments must be resubmitted 3 days within receiving your unsatisfactory grade. You must clearly indicate “Re-su Trigonometry Article writing Other 5. June 29 After the components sending to the manufacturing house 1. In 1972 the Furman v. Georgia case resulted in a decision that would put action into motion. Furman was originally sentenced to death because of a murder he committed in Georgia but the court debated whether or not this was a violation of his 8th amend One of the first conflicts that would need to be investigated would be whether the human service professional followed the responsibility to client ethical standard.  While developing a relationship with client it is important to clarify that if danger or Ethical behavior is a critical topic in the workplace because the impact of it can make or break a business No matter which type of health care organization With a direct sale During the pandemic Computers are being used to monitor the spread of outbreaks in different areas of the world and with this record 3. Furman v. Georgia is a U.S Supreme Court case that resolves around the Eighth Amendments ban on cruel and unsual punishment in death penalty cases. The Furman v. Georgia case was based on Furman being convicted of murder in Georgia. Furman was caught i One major ethical conflict that may arise in my investigation is the Responsibility to Client in both Standard 3 and Standard 4 of the Ethical Standards for Human Service Professionals (2015).  Making sure we do not disclose information without consent ev 4. Identify two examples of real world problems that you have observed in your personal Summary & Evaluation: Reference & 188. Academic Search Ultimate Ethics We can mention at least one example of how the violation of ethical standards can be prevented. Many organizations promote ethical self-regulation by creating moral codes to help direct their business activities *DDB is used for the first three years For example The inbound logistics for William Instrument refer to purchase components from various electronic firms. During the purchase process William need to consider the quality and price of the components. In this case 4. A U.S. Supreme Court case known as Furman v. Georgia (1972) is a landmark case that involved Eighth Amendment’s ban of unusual and cruel punishment in death penalty cases (Furman v. Georgia (1972) With covid coming into place In my opinion with Not necessarily all home buyers are the same! When you choose to work with we buy ugly houses Baltimore & nationwide USA The ability to view ourselves from an unbiased perspective allows us to critically assess our personal strengths and weaknesses. This is an important step in the process of finding the right resources for our personal learning style. Ego and pride can be · By Day 1 of this week While you must form your answers to the questions below from our assigned reading material CliftonLarsonAllen LLP (2013) 5 The family dynamic is awkward at first since the most outgoing and straight forward person in the family in Linda Urien The most important benefit of my statistical analysis would be the accuracy with which I interpret the data. The greatest obstacle From a similar but larger point of view 4 In order to get the entire family to come back for another session I would suggest coming in on a day the restaurant is not open When seeking to identify a patient’s health condition After viewing the you tube videos on prayer Your paper must be at least two pages in length (not counting the title and reference pages) The word assimilate is negative to me. I believe everyone should learn about a country that they are going to live in. It doesnt mean that they have to believe that everything in America is better than where they came from. It means that they care enough Data collection Single Subject Chris is a social worker in a geriatric case management program located in a midsize Northeastern town. She has an MSW and is part of a team of case managers that likes to continuously improve on its practice. The team is currently using an I would start off with Linda on repeating her options for the child and going over what she is feeling with each option.  I would want to find out what she is afraid of.  I would avoid asking her any “why” questions because I want her to be in the here an Summarize the advantages and disadvantages of using an Internet site as means of collecting data for psychological research (Comp 2.1) 25.0\% Summarization of the advantages and disadvantages of using an Internet site as means of collecting data for psych Identify the type of research used in a chosen study Compose a 1 Optics effect relationship becomes more difficult—as the researcher cannot enact total control of another person even in an experimental environment. Social workers serve clients in highly complex real-world environments. Clients often implement recommended inte I think knowing more about you will allow you to be able to choose the right resources Be 4 pages in length soft MB-920 dumps review and documentation and high-quality listing pdf MB-920 braindumps also recommended and approved by Microsoft experts. The practical test g One thing you will need to do in college is learn how to find and use references. References support your ideas. College-level work must be supported by research. You are expected to do that for this paper. You will research Elaborate on any potential confounds or ethical concerns while participating in the psychological study 20.0\% Elaboration on any potential confounds or ethical concerns while participating in the psychological study is missing. Elaboration on any potenti 3 The first thing I would do in the family’s first session is develop a genogram of the family to get an idea of all the individuals who play a major role in Linda’s life. After establishing where each member is in relation to the family A Health in All Policies approach Note: The requirements outlined below correspond to the grading criteria in the scoring guide. At a minimum Chen Read Connecting Communities and Complexity: A Case Study in Creating the Conditions for Transformational Change Read Reflections on Cultural Humility Read A Basic Guide to ABCD Community Organizing Use the bolded black section and sub-section titles below to organize your paper. For each section Losinski forwarded the article on a priority basis to Mary Scott Losinksi wanted details on use of the ED at CGH. He asked the administrative resident