Manage project scope

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BSBPMG530 – Manage project scope
Assessment Task 2
Assessment Cover Sheet
Unit Name
Unit Code
Assessment Task
Number
Student Declaration
To be filled out and submitted with assessment responses
 I declare that this task is all my own work and I have not cheated or plagiarised the
work or colluded with any other student(s).
 I understand that if I am found to have plagiarised, cheated or colluded, action will be
taken against me according to the process explained to me.
 I have correctly referenced all resources and reference texts throughout these
assessment tasks.
 I have read and understood the assessment requirements for this unit
 I understand the right to re-assessment
 I understand the right to appeal the decisions made in the assessment
Student name
Student ID number
Student signature
Date
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BSBPMG530 – Manage project scope
Assessment Task 2
Assessment Task 2 – Practical Task
Task summary and instructions
What is this
assessment task
about?
This task has been designed to demonstrate your competence and
knowledge according to the elements and performance criteria,
performance evidence and foundation skills for this unit of competency.
The assessment conditions for this unit have also been taken into
consideration.
Please refer to the unit outline at
https://training.gov.au/Training/Details/BSBPMG530
The task has been designed to create realistic conditions that reflect those
typically found in the workplace, and it uses a range of assessment
methods:
☒ Direct observation – assessed in a simulated off-the-job situation that
reflects the workplace, including role-plays.
☒ Product-based assessment – structured assessment activities such as
reports, displays, work samples, role plays, presentations, or a portfolio of
validated pieces of evidence.
You are required to address the following:



Task 2.1 Conduct project authorisation activities
o Update the project authorisation procedures
o Confirm the change in procedures with the PSC
o Complete two project authorisation documents
o Confirm project delegation authorities and governance with the PS
for both projects
o Obtain approval to expend resources with the PS for both projects
Task 2.2 Define project scope
o Develop project scope management plans
Task 2.3 Manage project scope control process
o Address scenarios as instructed to simulate project scope
management at the implementation phase
o Develop lessons learned reports
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BSBPMG530 – Manage project scope
Assessment Task 2
Task summary and instructions
What do I need to
do to complete
this task
satisfactorily?
Specifications
Update and
confirm project
authorisation
procedures
Review and
evaluate
project scope
management
Complete a
project
authorisation
document
Manage project
scope
Obtain approval
to proceed with
the project
Develop a
project scope
management
plan
Although the assessment requires team consultation to simulate a work
environment, the assessment submission is individual and will be marked
as such.
• Submit the completed assessment tasks, according to instructions,
• Adhere to the Ambridge Institute’s submission guidelines and timelines
for submission,
• Complete all tasks with sufficient detail and professionally present
them,
• Use your own words and reference sources appropriately,
• Meet the word count where required,
• Use the scenario provided where required or agree on alternatives with
your trainer and assessor,
• Use the templates provided as instructed,
• For your performance to be deemed satisfactory in this assessment
task, you must satisfactorily meet the elements and performance
criteria, performance evidence and foundation skills for this unit of
competency,
• If part/s of this task is not completed satisfactorily, you will be asked to
resubmit according to the Ambridge Institute’s policies and procedures.
You must deliver/participate in:



Consult with the Project Sponsor (trainer and assessor in simulated
work conditions) as needed – Role-Play
Meeting with the Project Sponsor (trainer and assessor in simulated
work conditions)to review project authorisation documents and obtain
approval to proceed with projects – Role-Play
Consultation with the Project Sponsor and the project team when
developing the project scope management plan -Role-Play in the
simulated work environment
You must submit:


Assessment cover sheet,
Complete all tasks as instructed,
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BSBPMG530 – Manage project scope
Assessment Task 2
Task summary and instructions





Resources and
equipment
Re-submission
opportunities











References where applicable,
Additional authorisation procedures in Task 1.1.1
Email to the PSC in Task 1.2.1
Project Authorisation Document x 2 in Task 1.2.2
List of agreed changes to Project Authorisations Documents following
the meeting with the PS in Task 1.2.3
Scope management plans x 2 in Task 2.2
Addressing of scenarios – project 1 and 2 in Task 2.3.1
Change request form – project 1 and 2 in Task 2.3.1
Lessons Learned – project 1 and 2 in Task 2.3.2
Computer with Internet access
Access to Microsoft Office suites or similar software
Learning material
Scenario for assessment as provided
Appendices as provided
Relevant policies and procedures as provided
Templates as provided
Resubmissions and reattempts:




How to avoid
plagiarism



You must speak to your Trainer/Assessor if you have any
difficulty in completing this task and require reasonable
adjustments (e.g. can be given as an oral assessment)
Where a student’s answers are deemed not satisfactory after the
first attempt, a resubmission attempt will be allowed.
You must carefully read an incorporate any suggestions your
trainer provides in their written feedback.
You have the right to appeal the outcome of assessment
decisions if you feel that you have been dealt with unfairly or
have other appropriate grounds for an appeal.
You must acknowledge your sources by citing them and listing
them in a reference list; use quotes when directly quoting;
paraphrase (using different words, grammar, word order);
summarise.
quote (use the writer’s actual words); this requires the least
input from you. Use the exact words the author used, put them
in “ “ marks, give the reference information including page
number.
paraphrase (rewrite the writer’s ideas in your own words); this
requires more skill and requires you to use synonyms and
change the sentence structure. Keep the same meaning, change
the word order and most of the words, give reference details.
summarise (rewrite the writer’s ideas in your own words in a
shorter form); this is similar to paraphrasing. Give the author’s
main ideas, make it clear which ideas are the author’s and which
are your own, give reference information.
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BSBPMG530 – Manage project scope
Assessment Task 2
Task summary and instructions
Provide a reference list: this is an alphabetic list of sources and includes
authors’ names, dates, page numbers and/or URLs. If you Google
referencing guide, you will find many guides that can help you such as this
one https://libguides.library.usyd.edu.au/citation
How to
understand the
questions and
how to answer
them effectively
The questions in this task use a range of “instructional words” such as
“identify” or “explain”, which tell you how you should answer the question.
Use the definitions below to assist you to provide the type of response
expected. Note that the following guidance is the minimum level of
response required.

Analyse – when a question asks you to analyse something, you
should identify and examine the relevant aspects and key
features and how they interact in order to explain or interpret it.
You need to show that you have understood the theoretical
aspects of the course and are expected to write several
paragraphs that give detail on the individual aspects of the topic
of the question as well as on the bigger picture.

Compare – when a question asks you to compare something,
you will need to show how two or more things are similar as well
as how they are different. You should ensure that you cover the
various features or key aspects as well as indicating what the
consequences of these similarities or differences are in
application. You will need to write several paragraphs and will
likely need to provide examples.

Contrast – when a question asks you to contrast something,
you will need to show how two or more things are different. You
should ensure that you cover the various features or key aspects
as well as indicating what the consequences of these similarities
or differences are in application. You will need to write several
paragraphs and will likely need to provide practical, real-world
examples.

Discuss – when a question asks you to discuss something, you
are required to point out important issues or features and
express some form of critical judgement. You are expected to
write several paragraphs that show a solid depth of
understanding of the topic, how this might be experienced in
real life work situations, and logically support your judgements.

Describe – when a question asks you to describe something,
you should state the most noticeable qualities or features.
However, at the advanced diploma level, you need to show
understanding of more nuanced qualities, and features as well
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BSBPMG530 – Manage project scope
Assessment Task 2
Task summary and instructions
and when, how and why these might be important. Generally,
your answers will be several paragraphs long.

Evaluate – when a question asks you to evaluate something,
you need to explain the value of it in relevant contexts or assess
it putting forward arguments for and against it in terms of how it
might be positive or negative in certain relevant contexts. You’ll
need to write several paragraphs, ensuring that you support
your arguments with logical reasoning and practical examples.

Examine – this is a combination of “analyse”, where you should
provide a detailed response with key points and features and
provide critical analysis, and “describe”, where you show
awareness of the features and/or qualities of the topic. It is
generally used where the matter being examined is less clear
and contained than one that would be analysed while it is also
more complex than one that would be described.

Explain – when a question asks you to explain something, you
should make clear how or why something happened or the way
it is. At the advanced diploma level, you need to show you have
specialised and integrated technical and theoretical knowledge
so you will need to ensure your answers are several paragraphs
long and logically structured.

Identify – when a question asks you to identify something, you
need to ensure you use the correct terminology. Generally, you
are expected to give practical, real-world examples and write a
response two or three sentences long.

List – when a question asks you to list something, you need to
ensure you use the correct terminology and ensure your list
matches the number required by the question. If no number is
set then you are generally required to list all the items in the
group. You answer can be in point form.

Outline – when a question asks you to outline something, you
need to give a high-level overview or summary, giving only the
main points. Depending on the complexity of the matter and the
specific question, you might be expected to write in point form,
to write several sentences, or several paragraphs.

Summarise – this can be similar to “outline” and require just
the main points. However, generally you will need to write in
prose – not in bullet points – and, depending on the complexity
of what you are summarising, it may take several paragraphs. At
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BSBPMG530 – Manage project scope
Assessment Task 2
Task summary and instructions
advanced diploma level, you should ensure you give enough
depth to demonstrate depth of understanding of the matter you
are summarising.
Introduction
Read the Case Study Scenario provided in a separate document.
The company hired you as a Project Manager (PM) to complete the following projects:
Website
Zeemh is building a new website to sell a new line of
products:
• Home coffee machine
• Compostable Coffee pods compatible with coffee machine
The website must have e-commerce capabilities and include:





Home Page
About Us
o Meet the team
o Our history
o Our philosophy for sustainability
Shop
News (with link to an external blog on sustainable
coffee production and consumption, and Youtube
channel)
Contact
Budget: $ 75,000 Timelines: 30 weeks
Workshop
The project scope includes:
• Select web designer
• Provide content to web-designer
• Provide marketing guidelines for the website
• Facilitate work between the Zeemh marketing department
and the web designer
• Liaise with product and service experts to gather
information about the products
• Test the website
• Launch the website
• Evaluate the website
Develop and promote a workshop on ‘sustainable and ecofriendly coffee drinking habits’.
The workshop will be delivered to business clients that
purchase coffee machines for their offices in the CBD as free
professional development for their staff.
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BSBPMG530 – Manage project scope
Assessment Task 2



Training method – face to face
Workshop delivered by Zeemh training consultants in
Australian capital cities
Workshop duration – 2 hours
The budget to develop and advertise the workshop is $
45,000.
Timeline – 3 months
The project scope includes:




Hire an instructional designer to develop the
workshop
Workshop material (templates and learning material)
Recruitment process -Recruit training
consultants/facilitators in Perth, Adelaide, Melbourne,
Hobart, Sydney, Canberra, Brisbane and Darwin.
Advertise the workshop among existing business
clients and potential new clients
You will have to:







Determine the project requirements
Work in collaboration with pertinent stakeholders
Scope the project
Cost and resource the project
Develop the project plan
Execute the project
Finalise the project
Each unit covered in your Diploma of Project Management will address an essential part of project
work:












Scope
Time
Quality
Cost
Human Resources
Information system and communication
Risk
Project Integration
Communicate with influence
Ensure a safe workplace
Develop project workplace policy and procedures for sustainability
Manage personal and professional development
BSBPMG530 addresses project scope.
Having a clear vision of the project and its structure will help you plan and implement it in simulated
work conditions.
The trainer and assessor will play the role of the CEO in the company and the Project Sponsor (PS).
Consult and engage with the CEO as needed in their role as project sponsor.
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BSBPMG530 – Manage project scope
Assessment Task 2
The trainer and assessor will confirm that you have consulted with them and provide feedback on the
marking sheet.
The Project Steering Committee (PSC) comprises:



Chief Operation Officer – Marla Bennet
Non-executive director – Jacob Mosley
HR Executive Officer – Bianca Nelson
You will collaborate and/or consult with the project sponsor to carry out the responsibility of your role
as a PM relevant to scope management.
Please note that the performance evidence for this unit of competency requires you to demonstrate
the ability to manage project scope on at least two occasions. This assessment has been designed
to meet that requirement.
Task 2.1 Conduct project authorisation activities
This task requires you to:



Develop and confirm procedures for project authorisation with an appropriate authority
Obtain authorisation to expend resources
Confirm project delegations and authorities in project governance arrangements
You will:





Update the project authorisation procedures – Task 1.2.1
Confirm the change in procedures with the PSC – Task 1.2.1
Complete two project authorisation documents – Task 1.2.2
Confirm project delegation authorities and governance with the PS for both projects –
Task 1.2.3
Obtain approval to expend resources with the PS for both projects – Task 1.2.3
2.1.1 Project authorisation procedures
Having been appointed as Project Manager you have noted the need for a Project Authorisation
Document and have developed one for the organisation (see Template 2 below). You now need to
develop and confirm procedures for this document’s addition to the project authorisation procedures
(Project Management Policy).
These prociedures will include that the PM must complete the document, and the PSC will review it
for approval. The Project Sponsor can approve it on behalf of the PSC.

Review Template 2 and then outline a brief procedure to include in the Project
Management Policy.

Write an email to the PSC to:
o Inform them about the addition to the procedures and their purpose and value
o Ask them to confirm the new procedure can be implemented.
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BSBPMG530 – Manage project scope
Assessment Task 2
The text of the email should written in an appropriate, polite, business-like style.
(80-150 words)
Write the email using the template below (Template 1).
Template 1 -Email
Email to PSC
To:
Cc:
Bcc:
Subject:
Date email is sent:
Attachments:
2.1.2 Project Authorisation Document
Complete the Project Authorisation Document (Template 2) for both projects.
Use the template below and follow the instructions.
Template 2 -Project Authorisation Document – Website
Project Authorisations Document
Project name
Authorisations
Author
Approved
Name
John Cluber on behalf
of the Project Steering
Committee.
Project context
and background
Summary (30-50
words)
Key
Stakeholders
At least 4
Expected
benefits
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Function
Project
Manager
Project
Sponsor
Date
Signature
BSBPMG530 – Manage project scope
Assessment Task 2
Project Authorisations Document
At least 3
Proposed start
date
Key Project
Deliverables
Proposed end
date
At least 3
Steering
committee
Resources
• Chief Operation Officer – Marla Bennet
• Non-executive director – Jacob Mosley
• HR Executive Officer – Bianca Nelson
Project Sponsor
John Cluber – CEO
Project Manager
Project Team
Physical
resources
At least 3 broad
categories
Estimated
project budget
Key risks
At least 3
Constraints
At least 3 broad
categories
Governance
model and
structure
List roles and
responsibilities
Template 2 -Project Authorisation Document – Workshop
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BSBPMG530 – Manage project scope
Assessment Task 2
Project Authorisations Document
Project name
Authorisations
Author
Approved
Name
John Cluber on behalf
of the Project Steering
Committee.
Function
Project
Manager
Project
Sponsor
Date
Project context
and background
Summary (30-50
words)
Key
Stakeholders
At least 3
Expected
benefits
At least 2
Proposed start
date
Key Project
Deliverables
Proposed end
date
At least 2
Steering
committee
Resources
• Chief Operation Officer – Marla Bennet
• Non executive director – Jacob Mosley
• HR Executive Officer – Bianca Nelson
Project Sponsor
John Cluber – CEO
Project Manager
Project Team
Physical
resources
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Signature
BSBPMG530 – Manage project scope
Assessment Task 2
Project Authorisations Document
At least 2 broad
categories
Estimated
project budget
Key risks
At least 2
Constraints
At least 2
Governance
model and
structure
80-150 words
2.1.3 Approval to proceed
Schedule a time (5-10 minutes) with the Project Sponsor (played by the trainer and assessor in
simulated work conditions).
Meet with the PS to:
• Present the Project Authorisation Document for approval
• Obtain authorisation to expend resources
• Confirm project delegations and authorities in project governance arrangements
This is a Role-Play in simulated work conditions.
Before the meeting
• Draft and submit (via moodle) the two Project Authorisation Documents
• Prepare to present the documents
• Prepare to negotiate changes and refinement to the documents
During the meeting
• Present the Project Authorisation Documents for approval
• Participate in the discussion, engaging the PS and negotiate using appropriate techniques and
language
• Use communication techniques such as active listening, questioning and summarising
• Use a collaborative approach to achieve shared goals
• Obtain authorisation to expend resources
• Confirm project delegations and authorities in project governance arrangements
After the meeting
• Document any change/refinement to the Project Authorisation Documents in the space provided
below:
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BSBPMG530 – Manage project scope
Assessment Task 2
Project authorisation
Document -Website
Project authorisation
Document -Workshop
Task 2.2 Define project scope
This task requires you to:
• Identify and negotiate project boundaries with relevant stakeholders
• Establish measurable project benefits, outcomes and outputs
• Establish a shared understanding of desired project outcomes with relevant stakeholders
• Document scope management plan
You will:
• Develop a project scope management plan (Template 3) for both projects in consultation with the
PS. When consulting, consider:
o Identify and confirm project boundaries
o Establish measurable project benefits, outcomes and outputs
o Establish a shared understanding of desired project outcomes

Incorporate feedback and inputs from the PS in the plans
Please note that the trainer and assessor will validate that consultation occurred and provide
feedback in the marking sheet.
Template 3 -Scope Management Plan -Website
Project Scope Statement
The project scope statement details the project’s deliverables and the work necessary to create these deliverables. The Project
Scope Statement should contain the following components:

Scope Description – describes what the project will accomplish, including timelines and overall budget

Acceptance Criteria – describes what requirements must be met for the project to be accepted as complete

Project Deliverables – a list of deliverables the project will result in (4-6)
(50-100 words)
Scope Development
Outline where/what/how information was gained to complete this document and what process was followed to develop this
plan.
(50-100 words)
Scope boundaries
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BSBPMG530 – Manage project scope
Assessment Task 2
The project boundaries statement defines the reasonable limits of project work to determine what is included in the project and
what’s not are. (50-100 words)
Scope Management Responsabilities
The people listed below will assume the following scope management responsibilities:
(At least 3 roles)
Names / Roles
Responsibilities
Work Breakdown Structure
Complete a Work Breakdown structure for the project. A work breakdown structure (WBS) in project management is a tool
used to define and group the project’s discrete work elements in a way that helps organise and define the total work scope of
the project. The WBS is a dynamic tool and can be revised and updated as needed by the project manager.
Develop the WBS for three levels work package, starting with the key deliverables (3-5) and then adding work packages (23/deliverable) and sub-work packages (1-2/deliverable). You can:
Use an index format such as:
1
1.1
1.1.1
Or a chart like the one below:
Project
Deliverable 1
Deliverable 2
Deliverable 3
Work Package
Work Package
Work Package
Sub-work package
Sub-work package
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Sub-work package
BSBPMG530 – Manage project scope
Assessment Task 2
Project Constraints
Project constraints are anything that restricts or dictates the actions of the project team. List at least 3.
Project benefits, outputs and outcomes
Clearly explain the expected benefits of your project along with the expected outputs and outcomes of your project. A project’s
output is any of the project’s specialist products (whether tangible or intangible). An outcome is the result of the change
derived from using the project’s outputs. A benefit is a measurable improvement resulting from an outcome perceived as an
advantage by one or more stakeholders.
(50-100 words)
Resource requirements
Outline the resource requirements of the project. Provide an overview of all human resources as well as any technical/physical
resources required. Please note that detailed information on resource requirements is provided in a project resource plan
addressed in a different unit of competency.
(50-100 words)
Project Governance
Outline the governance structure of the project, including:
o
Project authority levels – authority to approve changes to scope, budget, quality requirements and schedule. Authority to
resolve issues (issue escalation). Authority to manage the project. Expert authority (expert advice).
o
Project Manager (responsibilities)
o
Project team (responsibilities)
o
Project sponsor (responsibilities)
o
Any other information related to governance (for example, a project organisation chart) if pertinent.
(80-100 words)
Scope Control and Verification
Controlling project scope is the process of monitoring the status of the project scope and managing changes to the scope
baseline.
Clearly explain how you will be managing your scope and the project scope control process you will have in place. This includes
who may initiate change requests, who will log and track the requests and who needs to provide approval of the requests.
Include the scope verification process: how the deliverables will be verified against the original scope and how the deliverables
from the project will be formally accepted.
(50-100 words)
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BSBPMG530 – Manage project scope
Assessment Task 2
Monitoring
List who is responsible for monitoring the project scope to ensure the project remains within the scope baseline? What
processes will be used? (At least 2 activities)
Name and Role
Scope Monitoring Activities
Template 3 -Scope Management Plan -Workshop
Project Scope Statement
The project scope statement details the project’s deliverables and the work necessary to create these deliverables. The Project
Scope Statement should contain the following components:

Scope Description – describes what the project will accomplish, including timelines and overall budget

Acceptance Criteria – describes what requirements must be met for the project to be accepted as complete

Project Deliverables – a list of deliverables the project will result in (At least 3)
(50-100 words)
Scope Development
Outline where/what/how information was gained to complete this document, and what process was followed to develop this
plan.
(50-100 words)
Scope boundaries
The project boundaries statement defines the reasonable limits of project work to determine what is included in the project and
what’s not are. (50-100 words)
Scope Management Responsabilities
The people listed below will assume the following scope management responsibilities:
(At least 4 roles)
Names / Roles
Responsibilities
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BSBPMG530 – Manage project scope
Names / Roles
Assessment Task 2
Responsibilities
Work Breakdown Structure
Complete a Work Breakdown structure for the project. A work breakdown structure (WBS) in project management is a tool
used to define and group the project’s discrete work elements in a way that helps organise and define the total work scope of
the project. The WBS is a dynamic tool and can be revised and updated as needed by the project manager.
Develop the WBS for three levels work package, starting with the key deliverables (3-5) and then adding work packages (23/deliverable). You can:
Use an index format such as:
1
1.1
Or a chart like the one below:
Project
Deliverable 1
Deliverable 2
Work Package
Work Package
Deliverable 3
Work Package
Project Constraints
Project constraints are anything that restricts or dictates the actions of the project team. List at least 3.
Project benefits, outputs and outcomes
Clearly explain the expected benefits of your project along with the expected outputs and outcomes of your project. A project’s
output is any of the project’s specialist products (whether tangible or intangible). An outcome is the result of the change
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BSBPMG530 – Manage project scope
Assessment Task 2
derived from using the project’s outputs. A benefit is a measurable improvement resulting from an outcome perceived as an
advantage by one or more stakeholders.
(50-100 words)
Resource requirements
Outline the resource requirements of the project. Provide an overview of all human resources as well as any technical/physical
resources required. Please note that detailed information on resource requirements is provided in a project resource plan
addressed in a different unit of competency.
(50-100 words)
Project Governance
Outline the governance structure of the project, including:
o
Project authority levels – authority to approve scope, budget, quality requirements, and schedule changes. Authority to
resolve issues (issue escalation). Authority to manage the project. Expert authority (expert advice).
o
Project Manager (responsibilities)
o
Project team (responsibilities)
o
Project sponsor (responsibilities)
o
Any other information related to governance (for example, a project organisation chart) if pertinent.
(80-100 words)
Scope Control and Verification
Controlling project scope is the process of monitoring the status of the project scope and managing changes to the scope
baseline.
Clearly explain how you will be managing your scope and the project scope control process you will have in place. This includes
who may initiate change requests, who will log and track the requests and who needs to provide approval of the requests.
Include the scope verification process: how the deliverables will be verified against the original scope and how the deliverables
from the project will be formally accepted.
(50-100 words)
Monitoring
List who is responsible for monitoring the project scope to ensure the project remains within the scope baseline? What
processes will be used? (3-4 activities)
Name and Role
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Scope Monitoring Activities
BSBPMG530 – Manage project scope
Name and Role
Assessment Task 2
Scope Monitoring Activities
Task 2.3 Manage project scope control process
This task requires you to:


Implement agreed scope management procedures and processes
Monitor impact of scope changes within the established time, cost and quality
constraints according to change control procedures
Identify and document scope management issues and recommend improvements for
future projects

Here tasks are designed to simulate the implementation and evaluation of scope management in both
projects.
You will:

Review a series of scenarios that occurred at the project implementation phase – Task
2.3.1
Address each scenario as instructed – Task 2.3.1
Complete project change forms relevant to the scenarios – Task 2.3.1
Report on the scenarios as instructed – Task 2.3.1
Develop lessons learned reports – Task 2.3.2




2.3.1 Manage scope
Project – Website
Assume that the following Scenarios occurred when executing the project.
Scenarios
A
25% timeline
The project sponsor is unhappy with the selected web designer and asks to change them.
B
50% timeline
The project budget is cut by 15%
The PM reviews the project budget and decides to cut four work hours dedicated to project
work every week.
C
75% timeline
The preliminary test of the website uncovers some issues that will cause two weeks delay
on the schedule.
1. Choose one scenario, then:


Detail what the scope monitoring and control procedures applied to identify the is