BSBPMG540 Manage project integration

Project Portfolio
 Contents

Section 1: Establish the project 6

Section 2: Develop a project plan 14
Section 3: Monitor and finalise project 21

BSBPMG540 Project Portfolio Page 2 of 28 Version 2.0 January

 Student name:

Assessor:

Date:

Business this assessment is

based on:

Project descriptions:

BSBPMG540 Project Portfolio Page 3 of 28 Version 2.0 January

 Section 1: Establish the project

Summarise the organisation’s

strategies and objectives.

Review workplace
documentation such as
policies and procedures,
protocols and templates that
address project management
and communication.
Highlight any appropriate
information on the document
and make any relevant notes.
Attach proof of the highlighted
policies and procedures (with
notes) to this section of the
portfolio.

BSBPMG540 Project Portfolio Page 4 of 28 Version 2.0 January

 PROJECT 1: Include name of the Project

Summarise your general

research related to the
project.
This research is aimed at
extending your own personal
knowledge – research
aspects of the project you
would like to know more
about in order to complete
this assessment.
Include reference to your
sources.

Prepare a Draft Project

Charter.
Attach your Draft Project
Charter to this section of the
portfolio.

Revise Project Charter to

reflect meeting outcomes.
What did you negotiate at the
meeting?
Highlight any changes to the
Project Charter due to the
negotiation (if applicable).
If not already viewed in
person by your assessor,
attach proof of the
stakeholder meeting to this
section of your portfolio.
Attach the negotiated Project
Charter to this Section of the
portfolio.

BSBPMG540 Project Portfolio Page 5 of 28 Version 2.0 January

 Seek authorisation to proceed
by drafting an email to send to
an appropriate decision -
maker.

Attach your draft email to this

section of your portfolio.

Develop a WBS.

BSBPMG540 Project Portfolio Page 6 of 28 Version 2.0 January

 PROJECT 2: Include name of the Project

Summarise your general

research related to the
project.
This research is aimed at
extending your own personal
knowledge – research
aspects of the project you
would like to know more
about in order to complete
this assessment.
Include reference to your
sources.

Prepare a Draft Project

Charter.
Attach your Draft Project
Charter to this section of the
portfolio.

Revise Project Charter to

reflect meeting outcomes.
What did you negotiate at the
meeting?
Highlight any changes to the
Project Charter due to the
negotiation (if applicable).
If not already viewed in
person by your assessor,
attach proof of the
stakeholder meeting to this
section of your portfolio.
Attach the negotiated Project
Charter to this Section of the
portfolio.

BSBPMG540 Project Portfolio Page 7 of 28 Version 2.0 January

 Seek authorisation to proceed
by drafting an email to send to
an appropriate decision -
maker.
Attach your draft email to this
section of your portfolio.

Develop a WBS.

BSBPMG540 Project Portfolio Page 8 of 28 Version 2.0 January

 PROJECT 3: Include name of the Project

Summarise your general

research related to the
project.
This research is aimed at
extending your own personal
knowledge – research
aspects of the project you
would like to know more
about in order to complete
this assessment.
Include reference to your
sources.

Prepare a Draft Project

Charter.
Attach your Draft Project
Charter to this section of the
portfolio.

Revise Project Charter to

reflect meeting outcomes.
What did you negotiate at the
meeting?
Highlight any changes to the
Project Charter due to the
negotiation (if applicable).
If not already viewed in
person by your assessor,
attach proof of the
stakeholder meeting to this
section of your portfolio.
Attach the negotiated Project
Charter to this Section of the
portfolio.

BSBPMG540 Project Portfolio Page 9 of 28 Version 2.0 January

 Seek authorisation to proceed
by drafting an email to send to
an appropriate decision -
maker.
Attach your draft email to this
section of your portfolio.

Develop a WBS.

BSBPMG540 Project Portfolio Page 10 of 28 Version 2.0 January

 Attach: Policies and procedures (with notes) ☐

Draft Project Charter (project 1) including proof of how it

☐
was saved according to organisational requirements

Stakeholder meeting (if required) (project 1) ☐

Negotiated project Charter (project 1) including proof of

how it was saved according to organisational ☐
requirements (e.g. updated version number)

Draft email (project 1) ☐

Draft Project Charter (project 2) ☐

Stakeholder meeting (if required) (project 2) ☐

Negotiated project Charter (project 2) ☐

Draft email (project 2) ☐

Draft Project Charter (project 3) ☐

Stakeholder meeting (if required) (project 3) ☐

Negotiated project Charter (project 3) ☐

Draft email (project 3) ☐

BSBPMG540 Project Portfolio Page 11 of 28 Version 2.0 January

 Section 2: Develop a project plan

Project
interdependencies
Analyse cost, time,
quality, human
resources,
information and
risk.
What are the
interdependencies
?
What constraints
are associated with
each function?

PROJECT 1: Include name of the Project

Develop a Draft Project

Management Plan.
Attach your draft Project
Management Plan to this
section of the portfolio.

BSBPMG540 Project Portfolio Page 12 of 28 Version 2.0 January

 Revise Project Management
Plan.
Highlight the changes you’ve
made.
If not already viewed in
person by your assessor,
attach proof of the team
meeting to this section of the
portfolio.
Attach your revised Project
management Plan to this
section of your portfolio.

Confirm approval for the plan

by drafting an email to the
stakeholders who attended
the meeting.
Attach your draft email to this
section of your portfolio.

Commence project activity.

Which activity on the WBS
will you complete?
Attach proof of one completed
activity from the WBS.

BSBPMG540 Project Portfolio Page 13 of 28 Version 2.0 January

 PROJECT 2: Include name of the Project

Develop a Draft Project

Management Plan.
Attach your draft Project
Management Plan to this
section of the portfolio.

Revise Project Management

Plan.
Highlight the changes you’ve
made.
If not already viewed in
person by your assessor,
attach proof of the team
meeting to this section of the
portfolio.
Attach your revised Project
management Plan to this
section of your portfolio.

Confirm approval for the plan

by drafting an email to the
stakeholders who attended
the meeting.
Attach your draft email to this
section of your portfolio.

BSBPMG540 Project Portfolio Page 14 of 28 Version 2.0 January

 Commence project activity
Which activity on the WBS
will you complete?
Attach proof of one completed
activity from the WBS.

BSBPMG540 Project Portfolio Page 15 of 28 Version 2.0 January

 PROJECT 3: Include name of the Project

Develop a Draft Project

Management Plan.
Attach your draft Project
Management Plan to this
section of the portfolio.

Revise Project Management

Plan.
Highlight the changes you’ve
made.
If not already viewed in
person by your assessor,
attach proof of the team
meeting to this section of the
portfolio.
Attach your revised Project
management Plan to this
section of your portfolio.

Confirm approval for the plan

by drafting an email to the
stakeholders who attended
the meeting.
Attach your draft email to this
section of your portfolio.

BSBPMG540 Project Portfolio Page 16 of 28 Version 2.0 January

 Commence project activity
Which activity on the WBS
will you complete?
Attach proof of one completed
activity from the WBS.

BSBPMG540 Project Portfolio Page 17 of 28 Version 2.0 January

 Attach: Proof of Project 1 stakeholder meeting (unless already
☐
viewed in person by your assessor)

Project 1 Draft project Management Plan ☐

Project 1 revised Project Management Plan ☐

Project 1 draft email to confirm approval ☐

Project 1 proof of one completed activity from the WBS ☐

Proof of Project 2 stakeholder meeting (unless already

☐
viewed in person by your assessor)

Project 2 Draft project Management Plan ☐

Project 2 revised Project Management Plan ☐

Project 2 draft email to confirm approval ☐

Project 2 proof of one completed activity from the WBS ☐

Proof of Project 3 stakeholder meeting (unless already

☐
viewed in person by your assessor)

Project 3 Draft project Management Plan ☐

Project 3 revised Project Management Plan ☐

Project 3 draft email to confirm approval ☐

Project 3 proof of one completed activity from the WBS ☐

BSBPMG540 Project Portfolio Page 18 of 28 Version 2.0 January

 Section 3: Monitor and finalise project

PROJECT 1: Include name of the Project

Resolve a conflict.
What conflict will you resolve?
How does the conflict
potentially impact the
project’s objectives?
Which stakeholders are
involved?
How will you resolve the
conflict?
Attach proof of how you
resolved the conflict to this
section of your portfolio.

Project Status Report.

Attach your Project Status
Report to this section of your
portfolio.

BSBPMG540 Project Portfolio Page 19 of 28 Version 2.0 January

 Project Register and Log.

Updated Project management

Plan.
Highlight changes you make
to the Project Management
Plan.
Attach your updated Project
Management Plan to this
section of your portfolio.

Draft an email to finalise legal,

contractual and financial
obligations.
Attach your draft email to this
section of your portfolio.

BSBPMG540 Project Portfolio Page 20 of 28 Version 2.0 January

 Update Project Register and
Logs.
Show completed activity.
Attach your Project Register
and Log showing completed
activity to this section of your
portfolio.

Finalisation activities.
Which activities are required
by your organisation to
finalise a project?
Assign the activities to
relevant staff members.

Feedback.
Who did you seek feedback
from?
What feedback did you
receive?
Attach your draft email (to two
stakeholders) seeking
feedback to this section of
your portfolio.
Attach your Project
Management Plan with review
comments to this section of
your portfolio.

BSBPMG540 Project Portfolio Page 21 of 28 Version 2.0 January

 PROJECT 2: Include name of the Project

Resolve a conflict.
What conflict will you resolve?
How does the conflict
potentially impact the
project’s objectives?
Which stakeholders are
involved?
How will you resolve the
conflict?
Attach proof of how you
resolved the conflict to this
section of your portfolio.

Project Status Report.

Attach your Project Status
Report to this section of your
portfolio.

Project Register and Log.

BSBPMG540 Project Portfolio Page 22 of 28 Version 2.0 January

 Updated Project management
Plan.
Highlight changes you make
to the Project Management
Plan.
Attach your updated Project
Management Plan to this
section of your portfolio.

Draft an email to finalise legal,

contractual and financial
obligations.
Attach your draft email to this
section of your portfolio.

Update Project Register and

Logs.
Show completed activity.
Attach your Project Register
and Log showing completed
activity to this section of your
portfolio.

BSBPMG540 Project Portfolio Page 23 of 28 Version 2.0 January

 Finalisation activities.
Which activities are required
by your organisation to
finalise a project?
Assign the activities to
relevant staff members.

Feedback.
Who did you seek feedback
from?
What feedback did you
receive?
Attach your draft email (to two
stakeholders) seeking
feedback to this section of
your portfolio.
Attach your Project
Management Plan with review
comments to this section of
your portfolio.

BSBPMG540 Project Portfolio Page 24 of 28 Version 2.0 January

 PROJECT 3: Include name of the Project

Resolve a conflict.
What conflict will you resolve?
How does the conflict
potentially impact the
project’s objectives?
Which stakeholders are
involved?
How will you resolve the
conflict?
Attach proof of how you
resolved the conflict to this
section of your portfolio.

Project Status Report.

Attach your Project Status
Report to this section of your
portfolio.

Project Register and Log.

BSBPMG540 Project Portfolio Page 25 of 28 Version 2.0 January

 Updated Project management
Plan.
Highlight changes you make
to the Project Management
Plan.
Attach your updated Project
Management Plan to this
section of your portfolio.

Draft an email to finalise legal,

contractual and financial
obligations.
Attach your draft email to this
section of your portfolio.

Update Project Register and

Logs.
Show completed activity.
Attach your Project Register
and Log showing completed
activity to this section of your
portfolio.

BSBPMG540 Project Portfolio Page 26 of 28 Version 2.0 January

 Finalisation activities.
Which activities are required
by your organisation to
finalise a project?
Assign the activities to
relevant staff members.

Feedback.
Who did you seek feedback
from?
What feedback did you
receive?
Attach your draft email (to two
stakeholders) seeking
feedback to this section of
your portfolio.
Attach your Project
Management Plan with review
comments to this section of
your portfolio.

Attach: Proof of how you resolved conflict (Project 1) ☐

Project Status Report (Project 1) ☐

updated Project Management Plan (Project 1) ☐

Project Register and Log showing completed activity

☐
(Project 1)

Draft email (to two stakeholders) seeking feedback

☐
(Project 1)

Project Management Plan with review comments to

☐
document feedback (Project 1)

Proof of how you resolved conflict (Project 2) ☐

BSBPMG540 Project Portfolio Page 27 of 28 Version 2.0 January

 Project Status Report (Project 2) ☐

updated Project Management Plan (Project 2) ☐

Project Register and Log showing completed activity

☐
(Project 2)

Draft email (to two stakeholders) seeking feedback

☐
(Project 2)

Project Management Plan with review comments to

☐
document feedback (Project 2)

Proof of how you resolved conflict (Project 3) ☐

Project Status Report (Project 3) ☐

updated Project Management Plan (Project 3) ☐

Project Register and Log showing completed activity

☐
(Project 3)

Draft email (to two stakeholders) seeking feedback

☐
(Project 3)

Project Management Plan with review comments to

☐
document feedback (Project 3)

BSBPMG540 Project Portfolio Page 28 of 28 Version 2.0 January