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Assessment

Task 2
Apply project scope
management techniques
BSBPMG420
Student Declaration
To be filled out and submitted with assessment responses
I declare that this task and any attached document related to the 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 rights to re-assessment
I understand the right to appeal the decisions made in the assessment

Unit Title: Apply project scope management techniques


Unit Code: BSBPMG420
Jose Nicolas SOSA MORENO
Student name

Student ID 69408
number
Student JNSM Date
signature
2 15/04/2023
Task Number

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------OFFICE USE ONLY-----
For Trainer and Assessor to complete:

Student requested reasonable adjustment for the assessment

Marking Sheet Comments

Completed successfully

DNS
N
Did the student satisfactorily:

Y
The student has satisfactorily completed and ☐ ☐ ☐
submitted the following:

• Finalised scope management plan x2 in Task


2.1
• Meeting minutes x2 in Task 2.2
• Reflection

The student actively participated in the meetings ☐ ☐ ☐


with the team and the project sponsor as
instructed, demonstrating:

• Ability to present the two project scope


management plans
• Knowledge of the scope management plans
• Ability to collaborate with the team to
achieve a shared goal
• Ability to communicate effectively
• Ability to negotiate
• Ability to gather feedback and provide
information when required

Feedback provided in comments.


Demonstrated ability to: ☐ ☐ ☐

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Marking Sheet Comments

Completed successfully

DNS
N
Did the student satisfactorily:

Y
• Participate in identifying project objectives
and requirements and review project
initiation documentation
• Contribute to identifying project deliverables
• Contribute to identifying measurable
outcomes to enable evaluation of project
performance
• Contribute to developing and documenting
the scope management plan

This is evidenced by:


• Finalised scope management plan x2 in Task
2.1

Demonstrated ability to: ☐ ☐ ☐


• Confirm approval of project scope with
relevant project authority

This is evidenced by:


• Meeting minutes x2 in Task 2.2
• Reflection
• Feedback from trainer and assessor (Refer
to Marking Sheet)

When collaborating with the group, the student ☐ ☐ ☐


has actively participated in group work with a
substantial contribution that can be assessed
individually for all the requirements of this task.

Task Outcome: Satisfactory ☐ Not Yet Satisfactory ☐

Student Name: Jose Nicolas SOSA MORENO

Assessor Name:

Assessor Signature:

Date:

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Table of Content

Student Declaration ............................................................................................................................................... 2

Task 2 – Contribute to defining project scope .........................................................................6

Task 2.1 Contribute to defining project scope ........................................................................................... 10


Task 2.2 Agreement to project scope from relevant project authority ............................................. 22
References ............................................................................................................................................................... 26

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Task 2 – Contribute to defining project scope

Task summary and instructions

What is this Refer to and read the documents saved in a separate folder:
assessment task
about? o Zeemh Business Profile
o Zeemh Company profile and Project Task
o Policies and Procedures

And the website: https://projectdipem.wixsite.com/zeemh

You have been engaged by Zeemh as a Project Officer.

You will work with the Project Manager (played by your trainer and
assessor) and a Project Team in a simulated work environment. You
will work on two projects:

PROJECT 1 - NEW WEBSITE

Zeemh is building a new website to sell a new line of products:


o Home coffee machine
o Coffee capsules

The website must have e-commerce capabilities and interface with


the social media platforms and the CRM in use at Zeemh.

Budget: $ 75,000
Timelines: 30 weeks

The project scope includes:


o Select web designer
o Provide content to web-designer
o Provide marketing guidelines for the website
o Facilitate work between the Zeemh marketing department and
the web designer
o Liaise with product and service expert to gather information
about the products
o Test the website
o Launch the website
o Evaluate the website

PROJECT 2 – EVENT TO PRESENT THE NEW WEBSITE TO


SUPPLIERS

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Task summary and instructions

Budget: $ 2,000
Timelines: 2 weeks to organise the event
Project Sponsor and steering Committee as per Project 1.

Information about the event:

Event Presenting the new website to suppliers


Type of event Virtual event
Use Zoom
Structure PowerPoint Presentation
Virtual tour of the website
Q&A
Duration 1 hour
Date 20/6/20XX
Presenter Marketing Manager
Organiser Project Team
Attendees • Suppliers
• CEO
• COO
• Marketing Manager and Marketing team
• Production Manager

Form or join a project team (3-4 students in the team).


Document the name of the students in the team below:

Student Name Gustavo Palmeira


Student Name Jose Nicolas Sosa
Student Name Caroline Pagliarini
Student Name

You will collaborate with the project team in a simulated work


environment to carry out your role as a project office relevant to
project scope management.
The trainer and assessor will observe your work in the project team
and provide feedback on the marking sheet.
Although you will collaborate with the project team, your
assessment's work must be individual, and it will be marked as such.
Having a clear vision of the two projects and their structure will help
you plan and implement them in simulated work conditions.

Your trainer and assessor will provide support and mentorship in the
role of Project Manager (PM).

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Task summary and instructions

Please note that the performance evidence for this unit of


competency, require you to demonstrate the ability to apply scope
management approaches during at least two different projects.
This assessment has been designed to meet that requirement.

This task comprises of the following assessment methods:


o Product-based ☒
o Direct observation of Role-Play ☒
o Case Study ☐
o Other (specify) ☐

It has been designed to evaluate your ability to/competency in:

• Participate in identifying project objectives and requirements and


review project initiation documentation
• Contribute to identifying project deliverables
• Contribute to identifying measurable outcomes to enable
evaluation of project performance
• Contribute to developing and documenting the scope
management plan
• Confirm approval of project scope with relevant project authority

Your assessor will be looking for demonstrated evidence of your


competency in the above.

You are required to address the following:


• Task 2.1 Project scope management plan
o Review project initiation documentation and contribute to
developing a scope management plan
o Confirm approval of project scope with relevant project
authority

• Task 2.2 Agreement to project scope from relevant


project authority
o Present the project plans to the project sponsor and discuss
updates and adjustments
o Obtain approval for the project scope plans
o Reflect on the work about project scope planning

Although the assessment requires group collaboration to simulate a


work environment, the assessment submission is individual, and it will
be marked as such.

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Task summary and instructions

What do I need to do • submit the completed assessment tasks, according to instructions,


to complete this task • complete the tasks with sufficient detail and present them in a
satisfactorily? professional manner,
• use your own words and reference sources appropriately,
• meet the word count where required,
• use the scenario provided,
• use the templates provided where required,
• for your performance to be deemed satisfactory in this
assessment task you must satisfactorily address all of the
assessment criteria,
• if part of this task is not satisfactorily completed you will be asked
to complete further assessment to demonstrate satisfactory
performance.

Specifications You must deliver/participate in:

• Work in collaboration with the project team and under the


supervision of the Project Manager to complete project tasks as
instructed
• Meeting with the team and project sponsor (Role-Play) in week 3
of class

You must submit to GOALS

• Finalised scope management plan x2


• Meeting minutes x2
• Reflection

Resources and • Computer with Internet access


equipment • 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

Re-submission You will be provided feedback on your performance by the Assessor.


opportunities The feedback will indicate if you have satisfactorily addressed the
requirements of each part of this task. If any parts of the task are not
satisfactorily completed, the assessor will explain why, and provide
you written feedback along with guidance on what you must
undertake to demonstrate satisfactory performance. Re-assessment
attempt(s) will be arranged at a later time and date. 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

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Task summary and instructions

for an appeal. You are encouraged to consult with the assessor prior
to attempting this task if you do not understand any part of this task
or if you have any learning issues or needs that may hinder you when
attempting any part of the assessment.

Complete the following activities:

The following tasks require you to:

• Review project initiation documentation

• Contribute to identifying project objectives and requirements, deliverables, and measurable


outcomes

• Contribute to developing and documenting the scope management plan

• Confirm agreement to project scope from the relevant authority

in collaboration with the project team for two projects.

Please note that the trainer and assessor will observe your work and your collaboration with the team
and provide feedback in the marking sheet.

Task 2.1 Contribute to defining project scope

Work in collaboration with your team and:

• Review the two project scenarios and relevant information about the sponsoring organisation
• Ask relevant questions about the projects to the trainer and assessor who will play the role of both
the project manager and the project sponsor in the simulated work environment
• Develop and document two scope management plans (Template 1)

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Template 1 -Project scope management plan - Project 1 (Website)

Project overview
Provide an overview of the project: name of the project, why it is undertaken, timelines and budget. (30-50 words)

Project name: Zeemh webpage.


The purpose of the project is to establish the brand in the market using digital tools that are
currently the widest channel that exists to attract customers. To achieve this result, we are clear
that a schedule must be met that we have summarized in 4 key activities.
1. Find a designer with the necessary skills for the development of the page.
-Budget allocated 35%; Timeline: No more than two weeks since the approval of the budget.
2. Summarize and define what information the project should carry and what is the expected result
of the web page.
-Budget allocated 15%; Timeline: No more than ten days after the designer get hired.
3. Train the staff to ensure that the quality of the product/service complies with the project's quality
policy.
-Budget allocated: 30%; Timeline: Throughout the whole project.
4. Evaluate the performance of the website, the products offered and its launch.
Budget allocated 20%; Timeline: 2 weekes before of final date established with the designer to
deliver the website.

Project objectives and requirements


List the project objectives (2-3) of the project and requirements (4-5)

1. Forming a qualified team to develop the project according to the parameters established by
the interested parties.
Requirements:
- Qualified web designer, who has enough experience to facilitate the knowledge of rookies.
- Digital influencer that facilitates the dissemination of the website.
2. Establishing clearly and objectively the information to be published on the website.
Requirements:
- Technical and logistical support from the marketing team to provide the necessary tools
(Technical sheets, images, prices) of the products to be published.
3. Evaluating the content of the website, performance and acceptance by interested parties.
Requirements:
- Qualified personnel in the performance evaluation (technical) of web pages in order to
establish the quality of the final product.
- Conduct customer satisfaction surveys in order to measure acceptance of the website.

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Project deliverables
List the project deliverables (4-5)

-Web page.
-Updated product catalogue.
-Disclosure proposal to receive a greater number of visits and potential clients.
-Feedback from advisors and clients.
-Performance evaluations and indicators.

Measurable outcomes
Describe the project's measurable outcomes to enable the evaluation of project performance (30-50 words)

The project's measurable outcomes are the successful launch of a fully functional e-commerce
website for Zeemh's new line of products, with seamless integration to social media platforms and
CRM, and positive customer feedback. Evaluation will be based on website traffic, sales, and
customer satisfaction.

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)

The project boundaries for the website development project for Zeemh's new line of products are
as follows: the scope includes the development and launch of a fully functional e-commerce website
for home coffee machines and coffee capsules, with integration to social media platforms and
Zeemh's CRM. It also includes liaising with product and service experts, content creation, testing,
and evaluation of the website. The project boundaries exclude the design and development of a
mobile application or any physical product design or manufacturing. Additionally, any major
changes in scope or direction will require approval from the project sponsor.

Project constraints
Describe project constraints (3-4).

1. 1. Time: The project has a timeline of 30 weeks, which is a fixed constraint. Any delays or changes
to the schedule may impact the overall project timeline and launch date.
2. 2. Budget: The project has a fixed budget of $75,000. Any changes or overages in costs must be
carefully managed to ensure the project stays within budget.
3. 3. Resources: The project team and resources are limited, and any changes to the project scope or
timeline may impact the availability of resources needed to complete the project.
4. 4. Technical limitations: The website must interface with existing social media platforms and
Zeemh's CRM, which may have technical limitations or require additional resources to integrate.

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This may impact the functionality or performance of the website and may require additional testing
and troubleshooting.

Project stakeholders
Identify 4-5 project stakeholders (groups and/or individuals).

Names and Roles Responsibilities, role or interest in the project

Tony Matera, Project Manager. Distribution and approval of the budget.


Approval and management of change control.
Guarantee compliance with established times.
Caroline Cardoso, Human talent Staff selection.
recruiter Management of internal conflicts.
Guarantee and ensure the well-being of the staff
Gustavo Palmeira, Performance Evaluates the performance of the project against the
Evaluator. established goals and objectives
Ensures the project meets or exceeds the expected outcomes
Identifies areas of improvement, and provides feedback to
the project manager and sponsor.
He is interested in ensuring that the project delivers high-
quality outcomes and meets the established timelines and
budget. He will assess the website's performance after its
launch, track its success metrics, and provide insights and
feedback to the project team to ensure continuous
improvement.
Nicolas Sosa, Quality Assurance. Ensures the website meets the established quality standards
and specifications
Identifies defects, and works with the web designer to
resolve any issues.
He is responsible for testing the website before its launch to
ensure its functionality, usability, and security, and making
sure it meets the quality standards set by Zeemh. He will
monitor the website's performance after its launch and
ensure that it continues to meet the established quality
standards. His interest in the project is to ensure that the
final product meets or exceeds the expectations of the
company and its customers.

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.

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Develop the WBS for three levels work package starting with the key deliverables (3-5) and then adding work-packages (2-3/deliverable)
and sub-work packages (2-3/deliverable).

ANSWER
Level 1: Key deliverable 1

- Home coffee machine product page

Level 2: Work package 1

- Design and Development of Home Coffee Machine Product Page

- Content Creation for Home Coffee Machine Product Page

- User Experience Testing for Home Coffee Machine Product Page

Level 3: Sub-work Packages 1

- Design Wireframes for Home Coffee Machine Product Page

- Develop Product Images for Home Coffee Machine Product Page

- Obtain Customer Testimonials for Home Coffee Machine Product Page

Level 1: Key deliverable 2

- Social Media Integration

Level 2: Work package 2

- Social Media Platform Integration Design and Development

- Content Creation for Social Media Integration

- User Experience Testing for Social Media Integration

Level 3: Sub-work Packages 2

- Design and Develop Social Media Share Buttons

- Develop Social Media Login Functionality

Level 1: Key deliverable 3

- CRM integration

Level 2: Work package 3

- CRM Integration Design and Development

- Data Migration from Existing CRM System

- User Acceptance Testing for CRM Integration

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Level 3: Sub-work Packages 3

- Define requirements for CRM integration

- Load data into new CRM system

- Develop UAT test plan for CRM integration

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)

The project authority levels for this project will be defined by Zeemh's senior management team.

The project sponsor will have the authority to approve changes to scope, budget, quality
requirements, and schedule.

The Project Manager will have the authority to manage the project and escalate issues to the
project sponsor if necessary.

The project team will be responsible for completing project tasks as assigned by the Project
Manager and providing regular status updates.

The project sponsor will be responsible for providing overall guidance and ensuring that the project
aligns with Zeemh's strategic goals.

The governance structure will be represented in a project organisation chart that will define roles
and responsibilities for all project stakeholders.

Scope control process


Describe scope control management processes that will be followed, including the change management process and the reporting process.

(50-100 words)

The scope control management process will involve regular reviews of project progress and tracking
against the scope baseline. The change management process will be used to identify, evaluate, and
manage changes to the scope, with any changes requiring approval from the project sponsor or

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other relevant stakeholders. The reporting process will include regular status reports and progress
updates, highlighting any scope changes or potential impacts. Any issues or risks related to scope
will be reported and managed through the project's risk management process.

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 Scope Monitoring Activities

Project Manager - responsible for overall Conducting regular project status meetings.
management of the project and monitoring Reviewing project deliverables against scope
scope. baseline.
Updating the scope baseline as necessary.
Managing change requests and change control
process.
Project Sponsor - responsible for monitoring Reviewing project reports and status updates.
the project's alignment with business Reviewing project performance against business
objectives. objectives.
Approving scope changes as needed.
Quality Assurance Manager - responsible for Reviewing project deliverables against quality
ensuring the quality of project deliverables. standards and scope baseline.
Ensuring project team adheres to quality
management processes and procedures.
Monitoring project performance against quality
metrics and reporting any issues to the project
manager.

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Template 1 -Project scope management plan - Project 2 - Event

Project overview
Provide an overview of the project: name of the project, why it is undertaken, timelines and budget. (30-50 words)

Name: Website launch.


The presentation of the event seeks to capture the attention of potential customers and satisfy the
requirements of interested parties by demonstrating the optimal functioning of the website.
To achieve the objective we have designated 3 key activities as follows:
1. Obtain the rights of the platform to launch and have no setbacks.
- Budget allocated 40%. Timeline: no more than one week since the approval of the
budget.
2. Contact as many customers as possible to attend the event.
- Budget allocated 40%. Timeline: thoughout the whole project after the approval of the
project.
3. Realization of the presentation to ensure that it covers all the necessary content.
- Budget allocated 20%. Timeline: maximum 5 days before the event.

Project objectives and requirements


List the project objectives (2-3) of the project and requirements (3-4)

1. Carry out the launch of the website, guarantee that the performance of the page and the
office tools work correctly.
Requirements:
- IT support.
- Acquisition of licenses.
2. Demonstrate assertively and accurately the content of the web page.
Requirements:
- PowerPoint presentation where all the necessary information is compiled.
- Support of the marketing process.
3. Capture the attention of all the attendees.
- Eye-catching design and presentation.
- Presenter trained to explain product functionalities.

Project deliverables
List the project deliverables (2-3)

1. PowerPoint presentation that explains how the page works.


2. A list of invited potential clients, together with the number of responds received.
3. Programming of the launch event

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Measurable outcomes
Describe the project's measurable outcomes to enable the evaluation of project performance (30-50 words)

The measurable outcome of the event project is to successfully present the new website to the
target audience within the allotted time frame and budget, with positive feedback and engagement
from attendees. The project's success will be evaluated through attendee feedback surveys and the
achievement of all project objectives.

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. (40-80 words)

The scope of the event project is limited to organizing a virtual event to present the new website to
a specific group of stakeholders within a two-week timeline and a budget of $2,000. The event will
consist of a PowerPoint presentation and a virtual tour of the website with a duration of one hour.
Any additional features or requirements beyond these boundaries are outside the scope of the
project.

Project constraints
Describe project constraints (3-4).

1. Time constraint: The project must be completed within two weeks to meet the deadline for
the event.

2. Resource constraint: The project has a budget of $2,000, which may limit the resources
available to the project team.

3. Technical constraint: The virtual event will use Zoom and a PowerPoint presentation, which
may limit the technical capabilities and options available to the project team.

4. Scope constraint: The project must remain within the defined scope of presenting the new
website to suppliers through a virtual event within a one-hour timeframe, which may limit
the extent of the content and activities that can be included.

Project stakeholders
Identify 3-4 project stakeholders (groups and/or individuals).

Names and Roles Responsibilities, role or interest in the project

Tony Matera, Project manager - Distribution and approval of the budget.


- Approval and management of change control.
- Guarantee compliance with estabilished time.

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Names and Roles Responsibilities, role or interest in the project

Caroline Cardoso, Communication - Create the event program.


manager. - Create eye-catching invitation for all the possible
attendees.
- Internal disclosure of the event.
- Create direct links with potential customers.
Gustavo Palmeira, Purchasing officer - Acquire licenses needed to carry out the event.
- Hire event logistics services.
Nicolas Sosa, Quality officer - Evaluate the performance of the website.
- Evaluate the presentation of the event.
- Guarantee compliance with applicable legal
regulations

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 (2-3/deliverable)
and sub-work packages (2-3/deliverable).

ANSWER
Level 1: Key deliverable 1

- PowerPoint Presentation

Level 2: Work package 1

- Develop PowerPoint Slides

- Review and Approve Slides

Level 3: Sub-work Packages 1

- Define Content of the slides

- Design Slides

- Review Slides

Level 1: Key deliverable 2

- Virtual Tour of the Website

Level 2: Work package 2

- Develop Virtual Tour Script

- Record Virtual Tour

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Level 3: Sub-work Packages 2

- Define Tour Script

- Review Tour Script

Level 1: Key deliverable 3

- Event Coordination

Level 2: Work package 3

- Schedule Event

- Invite Attendees

- Prepare Zoom Meeting

Level 3: Sub-work Packages 3

- Identify Possible Dates

- Confirm Date

- Create Attendee List

- Send Invitations

- Set Up Zoom Meeting

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.

(50-100 words)

The governance structure of the event project includes a Project Sponsor and Steering Committee,
responsible for approving changes to scope, budget, quality requirements, and schedule.

The Project Manager is responsible for managing the project, including organizing the event,
ensuring its success, and reporting progress to the Steering Committee.

The Project Team is responsible for organizing and implementing the event.

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The Project Sponsor is responsible for providing direction, support, and approval for the project.

A project organization chart will be used to ensure effective communication and collaboration
between all stakeholders involved in the project.

Scope control process


Describe scope control management processes that will be followed, including the change management process and the reporting process.

(50-100 words)

Defining the scope boundaries, monitoring and controlling scope changes, and reporting scope
performance.
Any changes to the project scope will be evaluated by the project team and approved by the project
manager and sponsor. Change requests will be documented and tracked using a change
management process.
Reporting will be done regularly to provide updates on the progress of the project, including the
status of the scope, budget, schedule, and quality requirements.
The project team will also monitor scope performance to ensure the project remains within the
defined scope boundaries.

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 Scope Monitoring Activities

Tony Matera, Project manager, Scope The project manager will verify that all deliverables
Verification. have been completed as per the scope statement
and requirements.
Tony Matera, Project manager, Scope Any changes to the scope will be evaluated by the
change control. project manager to determine their impact on the
project's objectives, timeline, and budget.
Tony Matera, Project manager, Scope The project manager will report on the project's
reporting. scope status to the project team and stakeholders
regularly.
Tony Matera, Project manager, Performance The project manager will measure the project's
measurements progress against the scope baseline to ensure that
it stays on track and within the defined boundaries.

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Task 2.2 Agreement to project scope from relevant project authority

Meet with the project team in week 3 of class to perform a Role-Play where you will:

• Present the two draft scope management plans to the project sponsor (played by the trainer and
assessor in the simulated work environment)
• Consult with the trainer and assessor in his/her capacity as a project sponsor
• Gather relevant inputs and feedback into the two project scope plans
• Negotiate project boundaries with the project sponsor
• Assist in obtaining agreement to project scope from relevant project authority (project sponsor)

Duration: 45 minutes.

All team members MUST participate in the presentation and discussion demonstrating:

• Knowledge of the two project scope plans


• Ability to interact with others using clear language to convey information
• Ability to listen actively and to use questioning to clarify understanding
• Ability to work and cooperate with others to achieve a shared goal
• Ability to provide relevant information when asked
• Ability to negotiate with the project sponsor to obtain approval of the scope management plans
• Ability to follow relevant policies and procedures

Please note that the trainer and assessor will validate that the meeting took place and provide
feedback on your performance during the meeting in the marking sheet.

After the meeting (Role-Play):

• Document the outcome of the meeting by completing the meeting minutes (Template 2) for
project 1 and project 2
• Document the agreed changes to the scope management plans in the meeting minutes.
• Implement the agreed changes. Please note that the trainer and assessor will check that the
changes have been applied to the scope management plans submitted in your assessment.
• Reflect on the meeting.

If you are absent from class, you are responsible for making alternative arrangements with the trainer
and assessor to perform the Role-Play.

Template 2 -Meeting minutes - Project 1 (Website)


Date 17/04/2023
Location Sydney – Zeemh Office
Attendees Tony Matera, Nicolas Sosa, Gustavo Palmeira, Caroline Pagliarini

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Item 1 – The budget of $75,000 seems reasonable for the scope of the project, but
Inputs/feedback we need to make sure that we allocate the funds effectively and efficiently.
from the project The timeline of 30 weeks also seems feasible, but we need to identify any
sponsor potential risks or obstacles that could delay the project and plan accordingly.
The selection of a web designer is a critical step, and we need to ensure
that we find a qualified and experienced professional who can meet our
needs and expectations.
The content of the website and the marketing guidelines should align with
our brand identity and messaging, and we need to work closely with the
marketing department and the web designer to achieve this.
The product and service expert should provide accurate and detailed
information about the coffee machines and capsules, including their
features, benefits, and specifications.
The website must be user-friendly, secure, and compatible with different
devices and browsers. We need to conduct thorough testing and quality
assurance to ensure that it meets these requirements.
The launch of the website should be well-planned and coordinated, with
appropriate promotion and advertising to attract potential customers.
Item 2- Agreed Clarification of the marketing guidelines to be provided to the web designer
changes to the Addition of a timeline for the delivery of the marketing guidelines
scope Addition of a requirement for the web designer to provide progress reports
management plan to the project manager on a weekly basis
Inclusion of a testing phase in the project plan to ensure the website is fully
functional before launch
Clarification of the evaluation process and metrics to be used to assess the
website's performance
Action Items Update the project charter and project plan to reflect the changes in the
scope management plan.
Communicate the changes to the project team, web designer, and other
stakeholders.
Revise the budget and timelines to account for the changes in the scope
management plan.
Work with the web designer to ensure that the website's e-commerce
capabilities and integration with social media and the CRM are functioning
correctly.
Coordinate with the marketing department to ensure that the website's
content and marketing guidelines are aligned with the company's goals and
branding.
Schedule regular meetings with the product and service experts to gather
information about the products and ensure that they are accurately
represented on the website.
Develop a comprehensive testing plan to ensure that the website is fully
functional and user-friendly before launch.
Launch the website and monitor its performance to evaluate its effectiveness
and identify areas for improvement.

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RTO Provider: 91153 - CRICOS Code: 02672K
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Template 2 -Meeting minutes - Project 2 - Event
Date 17/04/2023
Location Sydney – Zeemh Office
Attendees Tony Matera, Nicolas Sosa, Gustavo Palmeira, Caroline Pagliarini

Item 1 – Request for clarification on certain aspects of the scope management plans.
Inputs/feedback Suggestions for additional stakeholders to involve in the scope management
from the project process.
sponsor Concerns about potential risks or issues that might affect the project scope.
Recommendations for changes or improvements to the scope management
process.
Feedback on the level of detail and comprehensiveness of the scope
management plans.
Questions about how the scope management plans will be implemented and
monitored throughout the project.
Item 2- Agreed Adding more detail to the scope statement to clarify project boundaries and
changes to the deliverables
scope Updating the WBS to include more work packages or to revise the existing
management plan ones based on the feedback received
Incorporating a change management process to handle scope changes
Clarifying roles and responsibilities related to scope control and reporting
Setting up regular status meetings or reporting to ensure ongoing
monitoring and control of the project scope.
Action Items Update the scope management plan to include the agreed changes and
ensure that it reflects the negotiated project boundaries.

Communicate the updated scope management plan to the project team and
relevant stakeholders to ensure that everyone is aware of the agreed scope
and boundaries.

Develop a change management plan that outlines the process for managing
changes to the scope, including how changes will be requested, evaluated,
approved or rejected, and communicated to the relevant parties.

Develop a reporting process that includes regular status updates on the


project's scope, such as progress against the scope baseline, any changes to
the scope, and any potential scope creep.

Ensure that the project team and stakeholders are trained on the scope
management plan, change management plan, and reporting process to
ensure that they understand their roles and responsibilities related to scope
management.

Schedule regular meetings with the project sponsor to review the project's
scope, discuss any potential changes, and ensure that the project remains
within its agreed boundaries.

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RTO Provider: 91153 - CRICOS Code: 02672K
greenwichcollege.edu.au
Reflection

Reflect on the meetings with the project sponsor and address the following:

• What policies and procedures did you consider/follow when preparing the scope management
plans and when presenting them?
• What information gathered from the project initiation documentation was key in developing the
scope management plans?
• Were you effective in communicating with the team and the project sponsor? Provide an example
for each project.
• How would you describe your experience collaborating with the team?
• How did you negotiate? What technique/s did you use?
• What did you do well? What could you improve?

(100-150 words)

I adhered to the organization's regular project management principles and procedures when
creating the scope management plans and presenting them. A project charter, definition of project
goals, and creation of a project plan are all included in this. I also adhered to the rules for
communicating with and engaging stakeholders.

The project objectives, timeframes, budget, and key stakeholders were the main pieces of
information acquired from the project initiation papers. This information, which provided the
necessary constraints for the project scope, was essential in the development of the scope
management plans.

The project objectives, timeframes, budget, and key stakeholders were the main pieces of
information acquired from the project initiation papers. This information, which provided the
necessary constraints for the project scope, was essential in the development of the scope
management plans.

Collaborating with the team was a positive experience overall. The team was responsive and
engaged in the project, and we worked together to achieve the project objectives.

In negotiating with the project sponsor, I used a collaborative approach, focusing on finding a
solution that met the needs of all stakeholders. For example, in project 1, we negotiated changes to
the project scope based on the feedback received from the project sponsor.

Overall, I believe I did well in communicating with the team and project sponsor and collaborating
effectively. However, I could improve by being more proactive in identifying and addressing
potential issues and risks in the project.

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RTO Provider: 91153 - CRICOS Code: 02672K
greenwichcollege.edu.au
References

Please include your references below:

(Please refer to this referencing guide if needed or speak to your trainer for any specific referencing
requirements for this assessment)

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RTO Provider: 91153 - CRICOS Code: 02672K
greenwichcollege.edu.au

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