Ictpmg501 Ae Pro 1of3

Project assessment: Initiate a project
Criteria
Unit code, name and release number
ICTPMG501 - Manage ICT projects (1)
Qualification/Course code, name and release number

ICT50418 - Diploma of Information Technology Networking (1)
**Amend the qualification box before distributing to the student. The information here
should only contain the qualification the student is enrolled in**
Student details
Student number
Student name
Assessment declaration
 This assessment is my original work and no part of it has been copied from any other
source except where due acknowledgement is made.
 No part of this assessment has been written for me by any other person except
where such collaboration has been authorised by the assessor concerned.
 I understand that plagiarism is the presentation of the work, idea or creation of

another person as though it is your own. Plagiarism occurs when the origin of the
material used is not appropriately cited. No part of this assessment is plagiarised.
Student signature and Date
Document title: ICTPMG501_AE_Pro_1of3 Page 1 of 24

Resource ID: TBS_19_004_ICTPMG501_AE_Pro_1of3
STUDENT NAME:
Version: 20200214
Date created: 14 February 2020
Date modified: 14 February 2020
For queries, please contact:

Technology and Business Services SkillsPoint
Ultimo
© 2020 TAFE NSW, Sydney

RTO Provider Number 90003 | CRICOS Provider Code: 00591E
This assessment can be found in the: Learning Bank
The contents in this document is copyright © TAFE NSW 2020, and should not be reproduced without the
permission of the TAFE NSW. Information contained in this document is correct at time of printing: 22 February
2022. For current information please refer to our website or your teacher as appropriate.

STUDENT NAME:
Assessment instructions
Table 1 Assessment instructions
Assessment details Instructions
Assessment overview The objective of this assessment is to assess your knowledge and
performance required to gather data for business requirements
and initiate a project.
Assessment Event 1 of 4
number
Instructions for this This is a project based assessment and will be assessing you on
assessment your knowledge and performance of the unit.
This assessment is in six parts:
1. Develop the project charter
2. Prepare to gather data
3. Interview key stakeholder
4. Develop the business case.
5. Prepare the project plan
6. Obtain approval for project plan.
The assessment also contains:
 Assessment Checklists 1-4
 Observation Checklists 1-2
 Assessment Feedback.
Check the Assessment instructions and the Observation

Checklists to ensure that you’ve covered all the required tasks.
Submission On completion of this assessment, you are required to upload it

instructions or hand it to your assessor for marking.
Ensure you have written your name at the bottom of each page of
this assessment.
Submit the following documents for each part:

STUDENT NAME:
 Part 1: Develop the project charter
o Project charter
 Part 2: Prepare to gather data
o Data gathering plan
 Part 3: Interview key stakeholder
o You will be observed by your assessor
 Part 4: Develop the business case
o Business case
 Part 5: Prepare the project plan
o Project plan
 Part 6: Obtain approval for project plan
o You will be observed by your assessor.
It is important that you keep a copy of all electronic and hardcopy

assessments submitted to TAFE and complete the assessment
declaration when submitting the assessment.
What do I need to do To achieve a satisfactory result for this assessment all questions
to achieve a must be answered correctly and all items in the Assessment and
satisfactory result? Observation Checklists must be marked Satisfactory.
Assessment Assessment conditions will be safe and replicate the workplace.

conditions Noise levels, production flow, interruptions and time variances
must be typical of those experienced in the ICT, project
management and software development field of work.
Assessment may be undertaken in normal classroom conditions,

which is assumed to be noisy and similar to workplace conditions,
or within the workplace. This may include phones ringing, people
talking and other interruptions.
What do I need to  USB drive or other storage method with enough free
provide? space to save work to.
What will the  Access to the Learning Management System

STUDENT NAME:
assessor provide?
 Office equipment, materials and industry software

packages
Due date and time Indicative time to complete assessment:

allowed  In class: 45 minutes
 Out of class: Five hours.
Parts 3 and 6 will be completed in the classroom.
All other parts may be completed both in and outside of the

Assessment location classroom.
You may access your referenced text, learning notes and other
resources.
Supervision Some parts are unsupervised, take-home assessments.
Your assessor may ask for additional evidence to verify the

authenticity of your submission and confirm that the assessment
task was completed by you.
Reasonable If you have a permanent or temporary condition that may

adjustment prevent you from successfully completing the assessment
event(s) in the way described, you should talk to your assessor
about ‘reasonable adjustment’. This is the adjustment of the way
you are assessed to take into account your condition, which must
be approved BEFORE you attempt the assessment.
Assessment In accordance with the TAFE NSW policy Manage Assessment

feedback, review or Appeals, all students have the right to appeal an assessment
appeals decision in relation to how the assessment was conducted and
the outcome of the assessment. Appeals must be lodged within
14 working days of the formal notification of the result of the
assessment.
If you would like to request a review of your results or if you have

any concerns about your results, contact your Teacher or Head
Teacher. If they are unavailable, contact the Student

STUDENT NAME:
Administration Officer.
Contact your Head Teacher for the assessment appeals

procedures at your college/campus.

STUDENT NAME:
Specific task instructions
Scenario
You are currently employed as a Project Manager with Red Opal Innovations (ROI)
(ROI_Scenario.pdf). Sally Smith and Shane Jackson, the owners of a new company WizBiz,
have approached ROI to develop a system for their company.
The owners have identified a gap in the current IT market for a supply of quality IT
components and peripherals available within Australia. They would like to sell a quality
range of computer components and peripherals at competitive prices.
They have done an initial study of retail outlet costs (WizBiz Preliminary Retail outlet
costs.xslx), however would like to look at an alternative option, an online shopping portal.
The company plans to go live and start selling to the public in just six months from today.
The ROI Manager of Development, Vinh Nguyen, has asked you to manage the project for
WizBiz. The system will be developed by ROI developers, who you will be selecting and
managing for this project.
The high level scope of the project is to design, develop and implement the shopping portal.
If the project is not a success, the business will fail; without the system, there is no business.
You have been provided with a summary of the functional requirements below and access to
all the key members of staff as necessary to complete the project. These key members of
staff have been meeting for the past two months about the business idea and what role they
might play in the business. They each have a good understanding of the business needs as
relevant to their role. You have been provided with additional company information and a
transcript of the initial interviews with each of the key stakeholders (WizBiz scenario.docx).
Project brief/specifications
The portal will be:
 designed in line with requirements that will be supplied by the key staff
 web based
 hosted internally at a primary site at head office, with a secondary site set up at the
distribution centre, which is geographically separate from the head office
 highly scalable, initially supporting up to 1000 transactions a week but able to scale
up to at least 50,000 transactions per week
 inclusive of the following key features:

STUDENT NAME:
o Product entry and maintenance
o Customer access
o Shopping cart
o E-commerce
o Reporting
Security and privacy will be of utmost importance to the business. The system will store
details of customers and those required for e-commerce purposes. The business must
comply with all relevant standards and requirements under law in Australia with regards to
the personal information and payment details.
WizBiz has provided you with the following documentation:
 Interview responses with management (Interview responses.docx)
 Survey results (Survey results.docx)
 Preliminary retail outlet costs (WizBiz Preliminary Retail outlet costs.xslx).
Organisational standards
ROI uses the following standards:
 Business reports and documents must use the ROI report template
(ROI_Report_template.dotx).
All IT staff members must adhere to the following:
 ROI code of conduct (ROI_Code_of_Conduct.pdf)
 ROI New staff IT induction kit (ROI_New_staff_IT_induction_kit.pdf)
 ROI Records management procedure (ROI_Procedure_RecordsManagement.pdf)
 ROI Communication procedure (ROI_Procedure_Communication.pdf).
Your task
Although WizBiz has contracted ROI to develop this system, as a project manager you will
still need to follow sound project management processes. This includes developing a project
charter, conducting a feasibility study to determine if the project is worthwhile and
documenting the results in a business case.
Download and unzip the resource folder (Cl_ProjMgt_AE_Pro_SR1.zip) to access the

documents referred to in this assessment.

STUDENT NAME:
STUDENT NAME:
Part 1: Develop the project charter
Refer to Assessment Checklist 1 for the criteria for this part.
Review and analyse the supplied documentation and other relevant sources to develop a
project charter.
Your report must use appropriate language and grammar, be presented in a logical sequence
and address the following headings and information:
1. Project information
 Project name
 Project description
 Expected benefits
2. Project governance
Names and roles of the:
 Project sponsor
 Project manager
 Other key stakeholders
3. Problem statement
The business problem or opportunity that this project relates to.
4. Goals/deliverables
 Goal/s
 Objective/s
 Project deliverables
5. Scope
 Items within scope
 Items outside of scope
6. Project approval
Include space for names and signatures of the Project Sponsor and Project Manager.

STUDENT NAME:
Part 2: Prepare to gather data
You do not have much experience as a project manager, so you will need to perform some
research and plan your activities.
Review, research and analyse the supplied organisational documentation and other sources
of relevant information.
Create an information gathering plan in a word-processed document that includes the

following:
1. Plan at least four suitable information gathering activities that will help you to
determine the project requirements, constraints and risks.
2. Include a bibliography of resources you use for research, including organisational

documentation.

STUDENT NAME:
Part 3: Interview key stakeholder
You need to interview one of the key stakeholders in a role play of 5-10 minutes to confirm
the project requirements and obtain approval to initiate the project.
Your assessor will observe the role play and complete Observation Checklist 1.
Make sure that you:
 actively listen
 contribute to the discussion.
Role play participants:
 Key stakeholder – arrange for another person to act as the key stakeholder.
 Project Manager (this is you).
Ensure that you include the following in your role play:
1. Confirm the business problem/opportunity.
2. Confirm the project objectives and activity.
3. Confirm the organisational project governance policy and processes.
4. Obtain sign-off on your project charter.

STUDENT NAME:
Part 4: Develop the business case
Now that the client has approved the project charter, you will need to conduct a feasibility
study and document the results in a business case report. Research, review and analyse the
supplied documentation and other relevant sources to develop your business case,
addressing the following headings and items.
Your report must use appropriate language, grammar and terminology.
1. Project information
Include the business case name, the name of the person preparing the business case, the
sponsor’s name and the date it was prepared.
2. Executive summary
Write an executive summary of the business case.
3. Overview
Write an overview of the business problem/opportunity.
4. Feasibility
Discuss the results of your feasibility study of the project in the following areas:
 Technical capability
 Financial resources
 Legal requirements
 Operational
 Scheduling.
5. Business requirements
Define the business requirements.
6. Options
Discuss at least two alternative solutions that will meet the business requirements.
Recommend one of the solutions, justifying your selection.
7. Resource needs

STUDENT NAME:
Explain what resources are needed for the project and why, including the following policies
and processes:
1. Outline the organisational project governance policies and processes that apply to
this project (previously confirmed with the client in Part 3)
2. Outline the project cash flow and budgeting processes.
8. Analysis
Analyse the recommended solution and discuss the following:
 The expected benefits to the organisation.
 The costs:
o Investment
o Return on investment
o Success criteria/key metrics
o Financial projections
 An overview of milestones/key activities and expected timelines
 Risks
 Constraints
 Assumptions.
9. Conclusion
Write a suitable conclusion.
10. Bibliography
Include a bibliography of resources you use for research, including organisational

documentation.

STUDENT NAME:
Part 5: Prepare the project plan
The project sponsor has given approval for the project to go ahead, based on your business
case. You can now prepare a project plan based on the information you have already
prepared and the requirement specifications.
Your plan must:
 use appropriate language and conventions
 use correct spelling and grammar
 be presented in a logical sequence.
Note: The project plan may be several documents so you will need to compile the
documents as necessary. Include the documents in both the format/s they were created in
and as a PDF.
1. The phases of the project, based on the systems development life cycle (SDLC) and
the identified risks.
2. Work breakdown of tasks, with estimated times and costs for each item (summary
and detail tasks).
3. Stakeholder roles, responsibilities and reporting structure.
4. Developer team roles, responsibilities and skills required. Note that this will be part
of what will be used to monitor the team members’ performance in the project.
5. Schedule (Gantt chart).
6. A detailed budget for the project, including a contingency amount. Include the
specific calculations for the costs.
7. Communication plan, which must address both formal/scheduled and informal

communication.
8. Quality management plan, addressing a minimum of three controls that will be

implemented to assure quality. This must include how the system testing will be
managed.
9. Risk register.
10. Create system overview models:
a. Level 2 context diagram
b. Site map of website.

STUDENT NAME:
11. Include space for names and signatures of the Project Sponsor and Project Manager.

STUDENT NAME:
Part 6: Obtain approval for project plan
You need to discuss the project plan with the stakeholder in a role play of 5-10 minutes to
obtain sign off.
Your assessor will observe the role play and complete Observation Checklist 2.
Make sure that you:
 use active listening
 contribute to the discussion.
Role play participants:
 Stakeholder – arrange for another person to act as the Stakeholder.
 Project Manager (this is you).
Ensure that you include the following in your role play:
1. Obtain sign-off on your project plan.

STUDENT NAME:
Assessment Checklist 1
The following checklist will be used by your assessor to mark your performance against the
assessment criteria of Part 1. Use this checklist to understand what skills and/or knowledge
you need to demonstrate in your submission/presentation. All the criteria described in the
Assessment Checklist must be met. The assessor may ask questions while the
submission/presentation is taking place or if appropriate directly after the task/activity has
been submitted/completed.
Table 2: Assessment Checklist 2
TASK/STEP Instructions S U/S Assessor Comments

#
1 Develops a project charter that uses Assessors are to record

appropriate language and grammar their observations in
and is presented in a logical sequence sufficient detail to
demonstrate their
judgement of the
student’s performance
against the criteria.
2 Outlines the scope of the project
3 Identifies the objectives of the project

STUDENT NAME:

#
1 Plans suitable information gathering Assessors are to record

activities to determine project their observations in
requirements, constraints and risks sufficient detail to
demonstrate their
judgement of the
2 Researches, reviews and analyses

information

STUDENT NAME:
Observation Checklist 1
The Observation Checklist will be used by your assessor to mark your performance in Part 3.
Use this Checklist to understand what skills you need to demonstrate. The Checklist lists the
assessment criteria used to determine whether you have successfully completed this
assessment event. All the criteria must be met. Your demonstration will be used as part of
the overall evidence requirements of the unit. The assessor may ask questions while the
demonstration is taking place or if appropriate directly after the task/activity has been
completed.
Table 4 Observation Checklist 1
Assessor Comments
Task (Describe the student’s ability in
Task/Activity Performed S U/S
# demonstrating the required skills and
knowledge)
1 Uses active listening Assessors are to record their

observations in sufficient detail to
demonstrate their judgement of
the student’s performance against
the criteria required.
2 Contributes to the discussion
3 Confirms the business

problem/opportunity
4 Confirms the project objectives

and activity
5 Confirms the organisational

project governance policy and
processes
6 Obtains sign off on project

charter

STUDENT NAME:

#
1 Prepares a business case that uses

appropriate language, grammar and
terminology
2 Business case includes all items as

listed

STUDENT NAME:

#
1 Creates an initial project plan Assessors are to record

according to the software their observations in
requirement specifications, including sufficient detail to
all items as listed and compiling demonstrate their
documents as necessary judgement of the
2 Uses appropriate language and

grammar
3 Project plan is presented in a logical

sequence
4 Uses a wide range of mathematical

calculations to interpret and prepare
financial information (budget)

STUDENT NAME:
Observation Checklist 2
The Observation Checklist will be used by your assessor to mark your performance in Part 6.
Use this Checklist to understand what skills you need to demonstrate. The Checklist lists the
assessment criteria used to determine whether you have successfully completed this
assessment event. All the criteria must be met. Your demonstration will be used as part of
the overall evidence requirements of the unit. The assessor may ask questions while the
demonstration is taking place or if appropriate directly after the task/activity has been
completed.
Table 7 Observation Checklist 2
Assessor Comments
Task (Describe the student’s ability in
Task/Activity Performed S U/S
# demonstrating the required skills and
knowledge)
1 Uses active listening Assessors are to record their

observations in sufficient detail to
demonstrate their judgement of
the student’s performance against
the criteria required.
2 Contributes to discussion
3 Obtains sign off on project plan

STUDENT NAME:
Assessment Feedback
NOTE: This section must have the assessor signature and student signature to complete the
feedback.
Assessment outcome
☐ Satisfactory
☐ Unsatisfactory
Assessor feedback
☐ Has the Assessment Declaration been signed and dated by the student?
☐ Are you assured that the evidence presented for assessment is the student’s own work?
☐ Was the assessment event successfully completed?
☐ If no, was the resubmission/re-assessment successfully completed?
☐ Was reasonable adjustment in place for this assessment event?

If yes, ensure it is detailed on the assessment document.
Comments:
Assessor name, signature and date:
Student acknowledgement of assessment outcome

Would you like to make any comments about this assessment?
Student name, signature and date
NOTE: Make sure you have written your name at the bottom of each page of your
submission before attaching the cover sheet and submitting to your assessor for marking.

STUDENT NAME:

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Project assessment: Initiate a project

Qualification/Course code, name and release number

 I understand that plagiarism is the presentation of the work, idea or creation of

Student signature and Date

Document title: ICTPMG501_AE_Pro_1of3 Page 1 of 24

For queries, please contact:

© 2020 TAFE NSW, Sydney

Document title: ICTPMG501_AE_Pro_1of3 Page 2 of 24

Assessment details Instructions

This assessment is in six parts:

1. Develop the project charter

2. Prepare to gather data

3. Interview key stakeholder

4. Develop the business case.

5. Prepare the project plan

6. Obtain approval for project plan.

The assessment also contains:

 Assessment Checklists 1-4

 Observation Checklists 1-2

Check the Assessment instructions and the Observation

Submission On completion of this assessment, you are required to upload it

Submit the following documents for each part:

Document title: ICTPMG501_AE_Pro_1of3 Page 3 of 24

 Part 1: Develop the project charter

 Part 2: Prepare to gather data

o Data gathering plan

 Part 3: Interview key stakeholder

o You will be observed by your assessor

 Part 4: Develop the business case

 Part 5: Prepare the project plan

 Part 6: Obtain approval for project plan

o You will be observed by your assessor.

It is important that you keep a copy of all electronic and hardcopy

Assessment Assessment conditions will be safe and replicate the workplace.

Assessment may be undertaken in normal classroom conditions,

What will the  Access to the Learning Management System

Document title: ICTPMG501_AE_Pro_1of3 Page 4 of 24

 Office equipment, materials and industry software

Due date and time Indicative time to complete assessment:

 Out of class: Five hours.

Parts 3 and 6 will be completed in the classroom.

All other parts may be completed both in and outside of the

Supervision Some parts are unsupervised, take-home assessments.

Your assessor may ask for additional evidence to verify the

Reasonable If you have a permanent or temporary condition that may

Assessment In accordance with the TAFE NSW policy Manage Assessment

If you would like to request a review of your results or if you have

Document title: ICTPMG501_AE_Pro_1of3 Page 5 of 24

Contact your Head Teacher for the assessment appeals

Document title: ICTPMG501_AE_Pro_1of3 Page 6 of 24

 inclusive of the following key features:

Document title: ICTPMG501_AE_Pro_1of3 Page 7 of 24

WizBiz has provided you with the following documentation:

 Interview responses with management (Interview responses.docx)

 Survey results (Survey results.docx)

 Preliminary retail outlet costs (WizBiz Preliminary Retail outlet costs.xslx).

All IT staff members must adhere to the following:

 ROI code of conduct (ROI_Code_of_Conduct.pdf)

 ROI New staff IT induction kit (ROI_New_staff_IT_induction_kit.pdf)

 ROI Records management procedure (ROI_Procedure_RecordsManagement.pdf)

 ROI Communication procedure (ROI_Procedure_Communication.pdf).

Download and unzip the resource folder (Cl_ProjMgt_AE_Pro_SR1.zip) to access the

Document title: ICTPMG501_AE_Pro_1of3 Page 8 of 24