BSB50820 Templates (45 Steps) 2022

BSB50820 - Diploma of Project Management
Templates
Project Name: ………………………………………
Email completed templates and ARB (both in MS Word not PDF) to Alan Schwartz email
GSPL@bigpond.net.au, Australia Institute of Business and Technology assessor
Important note:
For the sake of completeness, all 45 steps are included in the Templates – for the Diploma it is
only necessary to complete templates marked with an (E). Workplace templates may be pasted
into the relevant steps. Titles and exact content of workplace documents may differ from those in
this template – it’s important to satisfy the intent and, of course, the Standard. This will be
further explained in workshops.
Templates may be adapted to suit your industry, organisation and/or project.
Several steps from 1 – 25 have not been listed as essential as most are incorporated into
‘’26. Project (Management) Plan’’, which is an essential project management and Diploma
deliverable.
Team members (insert names and surnames):

 ……………………………
 ……………………………
 ……………………………
 ……………………………
 ……………………………
 ……………………………
Contents
Select page number with cursor, hold down ‘’Ctrl key’’ & press left mouse button to jump to page.
(E) = Essential evidence
1 Project Purpose..........................................................................................................................1
2 Stakeholder Management Plan (E)............................................................................................2
3 Need for Project........................................................................................................................1
4 Requirements.............................................................................................................................1
5 Objectives..................................................................................................................................1
6 Options Shortlist........................................................................................................................3
7 Option evaluation......................................................................................................................3
8a Scope Management Plan (E).....................................................................................................3
8b Scope Statement (E)..................................................................................................................3
9 Work Breakdown Structure (E)................................................................................................4
10 Activity and Task List...............................................................................................................4
11 Network Logic Diagram...........................................................................................................4
12 Activity Durations.....................................................................................................................5
13 Project Schedule (E)..................................................................................................................5
14 Resource requirements..............................................................................................................5
15 Cost Estimate (E)......................................................................................................................5
16 Project Cashflow.......................................................................................................................5
17 Quality Method Statement (E)..................................................................................................6
18a Governance Plan/checklist (E)..................................................................................................6
18b Project Organisation Structure (E)............................................................................................7
18c Roles (E)....................................................................................................................................7
18d Responsibility Assignment Matrix (E)......................................................................................9
19 Team Development Plan (E).....................................................................................................7
20a Meeting Hierarchy....................................................................................................................8
20b Communication Management Plan (E)...................................................................................10
21 Risk Identification...................................................................................................................11
22 Risk Management Plan...........................................................................................................11
23 Risk Register (E).....................................................................................................................11
24 Procurement Management Plan (E)........................................................................................12
25 Tender Evaluation Criteria......................................................................................................13
26 Project (Management) Plan (E)...............................................................................................14
27 Work Authorisation.................................................................................................................15
28 Scope Verification...................................................................................................................15
29 QA Audit Form - Purchasing Goods and Services.................................................................15
30 Team Survey (E).....................................................................................................................16
31 Meeting Action Statement (E)................................................................................................16
32 Proposal Analysis....................................................................................................................17
33a Weighting of Evaluation Criteria (E)......................................................................................17
33b Application of Weighted Evaluation Criteria (E)...................................................................17
34 Contract Change......................................................................................................................18
35 Change Request Form (E).......................................................................................................19
36 Scope Change/Performance measurement..............................................................................20
37a Schedule Status.......................................................................................................................20
37b Schedule Update/tracking (E).................................................................................................20
38 Project Budget Control (E)......................................................................................................20
39a Corrective Action Request (CAR)..........................................................................................21
39b Corrective Action Request (CAR) Status Log........................................................................21
40 Risk Register update (E).........................................................................................................21
41 Project Performance Report (E)..............................................................................................22
42 Contract Finalisation...............................................................................................................23
43 Project Finalisation Form (E)..................................................................................................24
44 Project Evaluation (E).............................................................................................................25
45 Recommended Improvements.................................................................................................26
Project Management Templates
1 .............................................................................................................Project Purpose
Reason for Project: …..………………………………………………………

…………………………………………………………………………………..
…………………………………………………………………………………..
Relationship to Business Plan/Strategic Plan:..………………………………….
…………………………………………………………………………………..
…………………………………………………………………………………..
3 Need for Project
This project is being developed in response to the need ………………………

…………………………………………………………………………………..
…………………………………………………………………………………..
…………………………………………………………………………………..
4 Requirements
Product requirements:
- Performance ………………………………………………………….
- Quality ………………………………………………………….
Client/customer requirements:
- Cost ………………………………………………………….
– Time ………………………………………………………….
5 Objectives
Primary objective:
…………………………………………………………………………………….
……………………………………………………………………………………
………………………………………………………………………………..
Secondary objectives:
………………………………………………………………………………..…..
…………………………………………………………………………………….
…………………………………………………………………………………….
V1.0 2022 - Australia Institute of Business and Technology RTO 1138 - AGS Consulting & Training 1
2 Stakeholder Management Plan (E)

# Stakeholder name+ Stakeholder type Impact by/on Power Support Success criteria Requirements* Implementation
(eg XYZ Corp., Jo (eg client, regulator, …) project/Stake (1-10) (1-10) (eg. improve image) (eg. comply with ABC (eg. get buy-in…., meet
Bloggs…) standard) monthly)
(eg. related project)
1
+: Relationship to project/team. *: Identify conflicts between the requirements of different stakeholders
2
V1.0 2022 - Australia Institute of Business and Technology RTO 1138 - AGS Consulting & Training
6 Options Shortlist
Option 1: Do nothing (as is)

Option 2:………………………………………………………………………..
Option 3:………………………………………………………………………..
7 Option evaluation
Criterion Weight Option 1 Option 2 Option 3

(1-10) (As is)
8a Scope Management Plan (E)

Who has authority and responsibility for scope management (including definition, authorisation, changes)
How will the scope be defined and baselined (i.e. Scope Statement, WBS, WBS Dictionary, Statement of Work, traceability matrix, etc.)
How will project benefits, outcomes and outputs be measured be and verified (eg. Business Case, Quality Checklists, Scope
Baseline, Work Performance Measurements, Benefits Realisation Plan etc.)
At what stages and how will scope Reviews be conducted?
What is the proposed scope change process? (who initiates, who authorizes, etc. Do any ‘’thresholds’’ apply. Will configuration
management be applied?)
Who is responsible for accepting project deliverables and approving/acceptance of project scope?
8b Scope Statement (E)

Project scope
Product scope
Key deliverables incl acceptance criteria
Exclusions
Assumptions
Constraints
Authorisation:
9 Work Breakdown Structure (E)
10 Activity and Task List
Activity 1
Task 1
Task 2
Task 3
Activity 2
Task 1
Task 2
Task 3
Activity 3
11 Network Logic Diagram
Start Finish
Alter layout to suit project

activities & dependencies
12 Activity Durations
Activity Name Duration Start Finish Resource(s)
13 Project Schedule (E)
Insert Project Schedule
14 Resource requirements
Description Human Duration Other Quantity
Resources (Days) Resources
15 Cost Estimate (E)

WBS No. & Resources Duration Cost $
Description (Days) Labour Equip’t, Other Total
Materials
16 Project Cashflow
WBS Item Total F/Y J J A S O N D J F M A M J
Budget Budget
All figures in $1,000’s
17 Quality Method Statement (E)

Deliverable Acceptance Verification Checkpoint Sign-off
Criteria
Note: Template is indicative only – An ITP may be used instead of a Quality Method Statement..
Deliverable: Items produced to carry out and complete a project.
Acceptance criteria: Conditions which must be met for deliverable to be accepted.
Verification: Method used to assess deliverables (audit, review, check, test…).
Checkpoint: Situations where work can not proceed until approved.
Sign-off: Name, initial (and date) of person who authorised or verified work.
18a Governance Plan/checklist (E)

Intention Comment/action required
Proposed governance framework:
 Project steering group
 Gate reviews
 Organisational structure, roles & responsibilities
 Organisational governance policies, procedures
 Approach to negotiating roles and responsibilities
 Leadership
 Methodology
 Decision making
 Reporting approach (frequency, report to
organisation and project authorities on performance
and issues arising from governance arrangements
etc)
 Delegations including delegated authorities within
role and project position descriptions
 Team leadership re: control and monitoring
 Probity and project-governance constraints
Project start-up:
 Project charter/brief/initiation document
 Strategic alignment
 Business case
 Project governance impact on achieving objectives
Culture:
 Active Sponsor involvement (as required)
 Agreement to cooperate
 Transparency
 Open and honest reporting
 Stakeholder alignment
 Differences between organisation’s functional
authorities and project authorities
Stakeholders:
 Level of engagement
 Communication protocols including communicate
governance plan to relevant stakeholders
 Approach to managing conflict, including
negotiation
Risk management:
 Risk management approach
 Risk thresholds
 Accountability
18b Project Organisation Structure (E)
18c Roles (E)

Client Project Manager
 provide project brief  lead the team over project life-cycle
 approve changes in scope  manage all (nine) project functions
 pay for products and services  be accountable to the sponsor for project results
 develop project plan, manage production of
Project Sponsor
deliverables and controls project
 identify project
 report project progress to the sponsor and client
 contribute to project definition
 select project manager (and team members) Team Members
 guide project manager  support project manager and other team members
 authorise work and commitment of resources  complete agreed tasks on time within budget
 verify scope
 ensure client interests are being met
19 Team Development Plan (E)

Team purpose & goal
Key accountabilities
Expected outcomes
Key outputs
Leadership
Motivation
Coaching & mentoring
Performance measures (KPI)
Approach to decision-making
Problem/conflict resolution (including approach to issues and escalation)
Communication protocols including Approach to feedback
20a Meeting Hierarchy

Adapt to your project
Stakeholders Attendees Meeting & Comment

Reporting
Frequency
Client Client, Sponsor Monthly Project/Product
PM Performance
Project Control Directors, Monthly Business
Group Managers, PM Management
Project PM,Team Leaders, Fortnightly Project Planning &
Management Contractor, Control
Subcontractors
Task Management Team Leaders Weekly/ Task Planning &
Team Members Fortnightly Control
Other PM, Team Leaders, As Required See Stakeholder

Stakeholders other Management Plan
18d Responsibility Assignment Matrix (E)
Deliverable/task Timing * * * * *
*: Insert name of team member. Insert role & responsibility in box below name – P = participant. A = accountable. R = review. I = input. S = sign-off
20b Communication Management Plan (E)
Stakeholder Type of information Communication Communication Date Comments
(eg decisions, progress….) method medium required/ (eg potential blockages, ,
(eg report, meet...) (eg phone, fax …) frequency reference documents…)
Client
Sponsor/Project
Director
Project Manager
Team Leaders
Other team members
Senior Management
Regulatory
This Plan is to be read in conjunction with project planning documents (meeting hierarchy, progress reporting process, document management etc)
21 Risk Identification
Risks relating to personnel
Risks relating to assets
Risks relating to liabilities
Risks relating to revenue
Risks relating to the environment
Risks relating to image and reputation
22 Risk Management Plan (indicative)
Procedures for managing risk through project life
Results of risk identification and quantification
Who is responsible for managing areas of risk
How identification and quantification outputs will be maintained
How contingency plans will be implemented
How reserves will be allocated
23 Risk Register (E)

Responsibility
Consequences
Risk
Risk category
(including risk
time, quality,
(Contractual,
Likelihood
safety etc)
Response
treatment
options) )
(positive
Impact
(LxC)
(1-10)
(1-10)
and/or
negative)
Are existing risk
controls in place?
(Show initial scores in brackets)
24 Procurement Management Plan (E)

Consideration Decision
Environment (market conditions, state of
economy…)
Organisational procurement policies
Proposed technology or procurement and financial
management software
Stakeholder procure requirements
Project and product type and timing
Degree of risk
Make or buy analysis
Resource capability and availability
Formal contracts or informal agreements
Solo or joint venture with a third party

Range of choices
 All products/services from single source
(single contract)
 All products/services from many sources
(multiples contracts)
 Procure only some products or services) (sub-
contract)
 Procure none of the products or services
(Use in-house resources)
Type of contract
 Standard contracts considered
 Fixed price or lump sum (fixed total price)
 Cost reimbursement (for actual costs)
 Unit price (present $ for person hours work or
units produced)
Other issues 
 Anticipated procurement problems
 Proposed negotiation approach to obtain
required agreement in procurement and
contracting discussions
 Solicit vendor responses according to proposal
requirements
 Legal obligations
 Actions by project team or procurement
department
 Standard or one-off procurement documents
 Management of multiple providers
 Coordination of work
Statement of work (description of procurement
item(s)
25 Tender Evaluation Criteria – use template 33a Weighting of Evaluation Criteria (E)
- Experience with product
- Management capability
- Technical expertise and assurance of continuity
- Compliance with contractual terms and conditions
- Technical details in statement(s) of requirements
- Price (including tendered price and pricing structure)
- Life cycle costs/through life support costs
- Schedule/timing
- Quality assurances and control
- Ability to identify and manage risk
26 Project (Management) Plan (E)
Project
Summary
Project Strategy
Background
Purpose
Project Objective(s)
Scope Statement
Work Breakdown Structure (tasks and deliverables)
Exclusions
Constraints
Related Projects
Assumptions
Schedule
Budget
Procurement Strategy
Controls
Reporting
Responsibilities
Risks
Quality
Other
Supporting detail
1. Project Organisational Structure Chart
2. Communications Management Plan
3. Responsibilities Assignment Matrix
4. Technical Documentation
27 Work Authorisation
WBS No.: Work Order No.:
Date: Revision: Revision Date:
Description of Work Cost Centre Responsible Days Start
Authorised by:
28 Scope Verification
Scope Verification Form Verification No.
Project Project No.
Product name
Product status
Inspection result
Reviewed by ___________________________________ Project Manager
Signed ________________________________________ Date ___________________
Approved by ___________________________________ Sponsor
Signed _________________________________________Date ___________________
Accepted by ___________________________________ Client
Signed _________________________________________Date ___________________
29 QA Audit Form - Purchasing Goods and Services

Activity Responsibility Findings Comments /
Remarks
 x
Scope of Work determined.
Costs estimated.
Verify whether local supply of required product or
service has been checked.
Funds available.
Purchasing documents reviewed prior to issue
Delivered goods inspected
V1.0 2022 - Australia Institute of Business and Technology RTO 1138 - AGS Consulting & Training15
30 Team Survey (E)

Issue 1-10 Suggested improvement plan
Team members are respected and trusted
Team efforts are recognised and rewarded
Team members are open about problems
All required information is available
Team members contribute to decision-making
Our team has necessary skills & resources
We are encouraged to take initiative
Individual and team goals are clear
We work well together as a team
Organisational systems support our team
31 Meeting Action Statement (E)

Project:…………………………………………….. Date:…………………………
Meeting objective: 50% completion, Project Progress meeting Chair:………………………..
Attendees: .……………………………………………………………………………
ACTION TO BE TAKEN By Whom By When Result

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Next Meeting:………………………………
32 Proposal Analysis
Issues for Consideration Our Position
Organisational capability
Resource availability
Technical capacity
Nature of client and customers
Image and reputation
Potential benefits/profit
Probability of success
Certainty project will continue
Consistent with organisational business plan
Other opportunities
Procurement options
Nature of risks
Special factors
Other issues
33a Weighting of Evaluation Criteria (E)

Evaluation Criteria Weight
(1=low – 5=high)
- Experience with product
- Degree of management capability
- Technical expertise, guarantees of continuity (project manager veto on
replacements)
- Compliance with contractual terms and conditions as well as technical
details in statement(s) of requirements
- Price
- Life cycle costs/through life support costs
- Schedule/timing
- Quality assurances and control
- Tender’s ability to identify and manage risk
- ………………………………………….
33b Application of Weighted Evaluation Criteria (E)

Evaluation Criteria Weight Proposal 1 Proposal 2
(1=low – 5=high)
1. Experience with product
2. Degree of management capability
3. Technical expertise, guarantees of
continuity (project manager veto on
replacements)
4. Compliance with contractual terms
Total
34 Contract Change
Project: ____________________________
For:_______________ (Client) Change Order No. ____
To:_______________ (Contractor) Date ________
Revised Contract Amount

Previous contract amount ___________
Amount of this order
(decrease)(increase) ________________
Revised contract amount ____________
An (increased) (decrease) (no change) of __________ days in the contract time is

hereby authorized.
This order covers the following contract modification:
This work shall be performed under the same terms and conditions as the original
contract.
Changes Approved
___________________________ by_______________________
(Client) (Project Manager)
by_________________________
___________________________
(Contractor)
by_________________________
35 Change Request Form (E)
CHANGE REQUEST Request No:

Project: Project No:
Date Received:
Proposed by:
Description
Reasons
Benefits (quantify)
Impact
Risk
Time estimate
Cost estimate
Quality
Service providers
Attachments (reference documents, impact details)
Required by: / / Requested by: Date: / /
Comments
Reviewed by: __________________________________________________ Project Manager
Approved by: __________________________________________________

Position: __________________________________________________ Date: / /
Accepted and
implemented by: ________________________________________________
Position: ________________________________________________ Date: / /
Records of Action to be completed:

Project Objectives changed
Client agreement varied
Project Quality Plan amended
Project Plan changed
Documentation revised
Stakeholders to be advised:
36 Scope Change/Performance measurement

Baseline Actual Variance Cause Corrective Action
37a Schedule Status

Activity Planned Status Change Float Comment
Completion Ahead/ Improving/ remaining
behind worsening
Distribution:
37b Schedule Update/tracking (E)
Insert tracking schedule
38 Project Budget Control (E)

WBS Item Total Actual Commit Risk Forecast Over/
No. Budget to date . but not cost at under
As at spent finish budget
(Date)
39a Corrective Action Request (CAR)

Project:
Problem or Suggested Improvement: CAR No:
Sent To* Issued By
Name/ Title: Name:
Date:
Action taken?
Cause of Problem?
Suggested Improvement to System
Improvement Action Completed Improvement Action Evaluated
(Signed & Dated By Person Completing The Improvement Observations, Evidence Reviewed &
Action) Effectiveness Assessed:
Send Form To Quality Representative
Satisfactory completion
____________________________________
(Signed & Dated By Project Manager) (Signed & Dated By Person Evaluating The Improvement
Action)
39b Corrective Action Request (CAR) Status Log

#. Improvement/ Problem Date CAR Date Comments
Of Issued Signed
Issue To off
(Name)
40 Risk Register update (E) Planned action
Responsibility
Consequences
Likelihood
Impact
Status
(LxC)
(1-10)
(1-10)
Risk
41 Project Performance Report (E)
Project Performance Report As at / /
Project : Project Manager:

Client
Objective
Approved changes to project baseline
Status of Functions
Integration:
Scope:
Cost:
Time:
Quality:
Risk:
Communications:
Human Resources:
Procurement:
Problem/Opportunity Intention
Approvals requested Sponsor/Client response
______________________________ Date / /
Sponsor/Client signature:
Project Manager’s planned actions to advance project

1.
2.
3.
_____________________ Date / /
Signature
42 Contract Finalisation
 Inspection of work prior to end of Defects Liability Period (DLP)
 List defects and omissions and direct Contractor to rectify them by stated completion dates
 Obtain and check Contractor’s final payment claim
 All certifications from Regulatory and other Authorities provided by contractor
 Final valuation and reconciliation of all adjustable items
 Final Payment Certificate to contractor
 All declarations received from contractor
 Make final payment within …. Days of the Final Payment Certificate
 Release all outstanding security/retentions
 Finalise insurance matters, if applicable
 Make arrangements for storage of contract records
 Prepare final Contractor Performance Report
43 Project Finalisation Form (E)

Project
Project Manager
Item Description Status Date Comment/Action

1. Handover Documentation
2. Operations Documentation
3. Client Acceptance
4. Project Finalisation Report
5. Project Records Archive
6. Residual Assets and
Liabilities Determination
7. Financial Close-out*
8. Disposal of Materials,
Equipment
9. Evaluation/Audit Information
10. Guarantees and Warranties
11. Outstanding Work finished
12. Project Team Debriefing
13. Project Manager Debriefed
14. Close off project
file/notebook
Project Status: ________________________
Completed by: _____________________________________________________

Signature Name
Date:
Financial Close-Out Description:

……………………………………………………………………………………………….
……………………………………………………………………………………………….
……………………………………………………………………………………………….
44 Project Evaluation (E)
1. Were project objectives met?
2. Is the client satisfied with the project?
3. What has been learnt from this project?

- overall
- initiation phase
- development phase
- implementation phase
- finalisation phase
4. Are there other potential opportunities resulting from this project?
5. What technological advances resulting from this project?
6. What recommendations do we have for future research and development?
7. What lessons did we learn from our dealing with other organisations or sections within our
organisation?
8. If we had the opportunity to do the project over, what would we do differently?
8. Key lessons learned (E):
Scope:
Budget:
Schedule:
Quality:
Risk:
Communications:
Teamwork
Human Resources:
Stakeholders
Procurement:
Governance
Integration:
45 Recommended Improvements
Area Recommendation Responsibility
Senior management
Information management & technology
Project planning and control
Human resources system
Financial system
Project Office
Resource management
Marketing
Sales
Other __________________________
__________________________

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BSB50820 Templates (45 Steps) 2022

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BSB50820 - Diploma of Project Management

Project Name: ………………………………………

Templates may be adapted to suit your industry, organisation and/or project.

Team members (insert names and surnames):

Reason for Project: …..………………………………………………………

3 Need for Project

This project is being developed in response to the need ………………………

2 Stakeholder Management Plan (E)

+: Relationship to project/team. *: Identify conflicts between the requirements of different stakeholders

Option 1: Do nothing (as is)

Criterion Weight Option 1 Option 2 Option 3

8a Scope Management Plan (E)

At what stages and how will scope Reviews be conducted?

8b Scope Statement (E)

9 Work Breakdown Structure (E)

10 Activity and Task List

11 Network Logic Diagram

Alter layout to suit project

Activity Name Duration Start Finish Resource(s)

13 Project Schedule (E)

Insert Project Schedule

15 Cost Estimate (E)

All figures in $1,000’s

17 Quality Method Statement (E)

18a Governance Plan/checklist (E)

18b Project Organisation Structure (E)

18c Roles (E)

19 Team Development Plan (E)

Coaching & mentoring

Performance measures (KPI)

Problem/conflict resolution (including approach to issues and escalation)

Communication protocols including Approach to feedback

20a Meeting Hierarchy

Stakeholders Attendees Meeting & Comment

Other PM, Team Leaders, As Required See Stakeholder

Other team members

Risks relating to personnel

Risks relating to assets

Risks relating to liabilities

Risks relating to revenue

Risks relating to the environment

Risks relating to image and reputation

22 Risk Management Plan (indicative)

Procedures for managing risk through project life

Results of risk identification and quantification

Who is responsible for managing areas of risk

How identification and quantification outputs will be maintained

How contingency plans will be implemented

How reserves will be allocated

23 Risk Register (E)

(Show initial scores in brackets)

24 Procurement Management Plan (E)

Solo or joint venture with a third party

26 Project (Management) Plan (E)

Work Breakdown Structure (tasks and deliverables)

Description of Work Cost Centre Responsible Days Start

Reviewed by ___________________________________ Project Manager

Signed ________________________________________ Date ___________________

Approved by ___________________________________ Sponsor

Signed _________________________________________Date ___________________

Accepted by ___________________________________ Client

Signed _________________________________________Date ___________________

29 QA Audit Form - Purchasing Goods and Services

30 Team Survey (E)

Signed ______________________ Date _

Signed _______________________Date _

Signed _______________________Date _