Bs6ee1 1

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ABN: 57 169 281

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STUDENT E: admissions@sydneymetrocollege.edu.au
W:
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ASSESSMENT
Sydney (Head Office): Level 2, 16-22 Wentworth Avenue
Surry Hills NSW 2010 T: 02 8937 0991

TASKS Melbourne: Level 2, 213-215 Lonsdale Street,
Melbourne VIC 3000
T: 03 0 9077 0758
Assessment Instruction
BSBPMG540 Manage project integration
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BSBPMG540 Assessment Instruction
Version: 1.0
Implemented: 08 Dec 2021
To Be reviewed: 08 Dec 2022 Page 1 of 31
© 2021 RTO Works
_______________________________________________________________________________________________
ABN: 57 169 281
501
E: admissions@sydneymetrocollege.edu.au
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne: Level 2, 213-215 Lonsdale Street,
Melbourne VIC 3000
T: 03 0 9077 0758
First published 2021
Version 1.0
RTO Works
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© 2021 RTO Works
This resource is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review as permitted under the
Copyright Act 1968, no part may be reproduced by any process without written permission as expressed in the RTO Works License
Agreement.
The information contained in this resource is, to the best of the project team’s and publisher’s knowledge true and correct. Every effort has
been made to ensure its accuracy, but the project team and publisher do not accept responsibility for any loss, injury or damage arising
from such information.
While every effort has been made to achieve strict accuracy in this resource, the publisher would welcome notification of any errors and
any suggestions for improvement. Readers are invited to write to us at hello@rtoworks.com.au.
Business Works is a series of training and assessment resources developed for qualifications within the Business Services Training
Package.
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Version: 1.0
© 2021 RTO Works
_______________________________________________________________________________________________
ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
Contents
Introduction 4
Assessment Task 1: Knowledge questions 5
Assessment Task 1: Checklist 7
Assessment Task 2: Project Portfolio 8
Assessment Task 2: Checklist 19
Final results record 24
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© 2021 RTO Works
_______________________________________________________________________________________________
ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
Introduction
The assessment tasks for BSBPMG540 Manage project integration are outlined in the assessment plan below. These
tasks have been designed to help you demonstrate the skills and knowledge that you have learnt during your course.
Please ensure that you read the instructions provided with these tasks carefully. You should also follow the advice
provided in the Business Works Student User Guide. The Student User Guide provides important information for you
relating to completing assessment successfully.
Assessment for this unit

BSBPMG540 Manage project integration describes the performance outcomes, skills and knowledge required to
Manage project integration. It covers leadership strategies to motivate and inspire individuals and organisations to
work constructively toward attainment of program benefits through consolidating program vision, managing risks and
supporting staff.
For you to be assessed as competent, you must successfully complete two assessment tasks:
 Assessment Task 1: Knowledge questions – You must answer all questions correctly.
 Assessment Task 2: Project – You must work through a range of activities and complete a project portfolio.
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Version: 1.0
© 2021 RTO Works
_______________________________________________________________________________________________
ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
Assessment Task 1: Knowledge questions
Information for students

Knowledge questions are designed to help you demonstrate the knowledge which you have acquired during the
learning phase of this unit. Ensure that you:
 review the advice to students regarding answering knowledge questions in the Business Works Student User
Guide
 comply with the due date for assessment which your assessor will provide
 adhere with SMC’s submission guidelines
 answer all questions completely and correctly
 submit work which is original and, where necessary, properly referenced
 submit a completed cover sheet with your work
 avoid sharing your answers with other students.
i Assessment information
Information about how you should complete this assessment can be found in Appendix
A of the Business Works Student User Guide. Refer to the appendix for information on:
 where this task should be completed
 the maximum time allowed for completing this assessment task
 whether or not this task is open-book.
Note: You must complete and submit an assessment cover sheet with your work. A
template is provided in Appendix C of the Student User Guide. However, if your RTO
has provided you with an assessment cover sheet, please ensure that you use that.
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Version: 1.0
© 2021 RTO Works
_______________________________________________________________________________________________
ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
Questions
Provide answers to all of the questions below:
1. Identify and describe two documents that can be used to initiate projects.
o Project initiation involves starting the project through the documentation of a business case, feasibility study,
terms of reference, appointing the team and setting up a Project Office.
2. Explain two methods that can be used to measure project outcomes and progress and provide examples to
illustrate each.
o Key performance indicators can be used to both measure project outcomes and progress. For example,
project timing can be assessed regularly throughout the project to check that the project is on track and the
final project outcomes can be assessed on whether the project overall ran to time.
o Stakeholder feedback, for example, staff or customers, can be used to measure project outcomes and
progress. For example, staff could be surveyed on how they consider the project is going or on the final
outcomes of the project.
o End-user surveys could be used to measure the project progress and outcomes. For example, if a project is to
develop a new product, end user feedback could be sought throughout the project and used to see if the
project is meeting progress and outcome requirements.
3. Describe two methods for segmenting and documenting a work break down structure (WBS).
o A WBS will include goals, objectives, tasks and subtasks; it is represented in a hierarchical format, either
using a graphical tree or line structure and uses a top-down approach breakdown, with the highest level at the
top.
4. Outline the key role and at least four responsibilities of a project manager when planning a project.
o In the broadest sense, project managers (PMs) are responsible for planning, organizing, and directing
the completion of specific projects for an organization while ensuring these projects are on time, on
budget, and within scope. In the Planning Phase, the Project Manager works with the project team to
create the technical design, task list, resource plan, communications plan, budget, and initial schedule
for the project, and establishes the roles and responsibilities of the project team and its stakeholders.
5. Explain project governance.

Project governance is the framework for how project decisions are made. It tells you what activities the organisation
does, and who’s responsible. Project governance therefore covers all these aspects:
 Policies
 Regulations
 Functions
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ABN: 57 169 281
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W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
 Processes
 Procedures
 Responsibilities
Project governance aims to:
Lead to an effective framework for making decisions
Remain continually aligned with the organisational strategy
Create components that will develop the work of the project
Provide escalation mechanisms for risks and issues
Effectively manage project benefits
Comply to organisational standards.
6. Summarise two project governance models and explain one advantage and disadvantage of each.
o Programmatic Based: A traditional structure in which program sector managers have formal authority
over most resources. It is only suitable for projects within one program sector.
Advantage: it is easier to make decisions, since the management is located in one person
only.
Disadvantage: there is no outside vision opinion.
o Matrix Based: This model allows program units to focus on their specific technical competencies and
allow projects to be staffed with specialists from throughout the organisation.
Advantage: The outcomes of each unit tend to be extremely favourable since the specialist for
the task has been designed.
Disadvantage: It is difficult to organize timelines and communication among the many sectors.
7. Describe the concept of decomposition in project management and its role in breaking project objectives into
achievable project deliverables.
o Project decomposition is the process of dividing components of a large project into smaller, more
manageable portions, often called deliverables. This process helps managers assign tasks more
easily and assists in time management and workflow. As team members complete tasks associated
with their deliverables, they complete steps within the decomposed workflow, working toward the
___________________________________________________________________________________________________________________
Version: 1.0
© 2021 RTO Works
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ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
eventual completion of an entire project. The organization of such components is often hierarchical
and based on the importance of each task or required order of completion.
o The Project Management Institute's (PMI) Project Management Body of Knowledge Guide (PMBOK)
states the initial step in project management is to decompose your project scope.
o Regardless of the size of your project, every project must be decomposed and the project triple
constraints are used to highlight the importance of breaking down projects:
o - Project Cost/Budget Estimation: The team leaders need to breakdown your project to a high level
and submit cost estimates quickly. Senior management expects the project manager, to submit your
project costs/budgets within a few days after being assigned your projects. In many cases, Project
Management Offices (PMOs) will already have project cost estimations because PMOs are
responsible for devising repeatable processes.
o - Project Resource Assignments: It is necessary to break down your project to a level that allows you
to identify the resources required to implement your project successfully. In the project charter, it is
documented the project resources, which stems from the project scope decomposition. Usually, it is
challenging to request additional resources after the project charter has been authorized. This means,
initially, it is needed to do a great job decomposing the project in order to identify all of project
resources.
o - Project Schedule: The work breakdown structure (WBS) is the most popular reason pertaining to
project decomposition. If it is applied the traditional waterfall methodology, the WBS is broken down
into lower levels in an outline format to manage the execution of the project scope. When applying the
Agile/Scrum methodology there are a few decomposition levels; the user story (stories) level is the
lowest level of the decomposition process and it is advisable to create multiple stories until you reach
a manageable point. Ultimately, it is necessary to establish a decomposed schedule that allows you to
control and manage your project.
8. Explain the role of the project management life cycle in project management and describe each key phase
The project management life cycle basically describes the high-level process of delivering a project and the
steps involved to successfully deliver the project. The project management life cycle can be defined as a
structured, timely and methodical process for effectively initiating, planning and executing a project for a
successful outcome – which is to meet the intended objectives of the stakeholders funding the project.
For each stage there are a number of key requirements in order to reach its completion.
o Project initiation- Project scope statement and approval for commencing project.
o Project planning- Project management plan, including activities, schedules, resources, duration.
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W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
o Project execution- Implementation of activities according to project management plan.
o Project monitoring and controlling- Tracking deliverables, updating records, checking progress, reporting.
o Project closure -Completion of tasks, gaining approval from client, review, releasing resources.
9. Assume that you have been appointed as Project Manager of a firm of lawyers based in Sydney who wishes to
establish an additional office in Melbourne. A timeline of 3 months is given plus maximum budget of $20,000 rent
per month for the new office.
Project life cycle:
Project Initiation stage – In this stage, I will make rationales for why I need to execute this project. Project manager
answers the questions such as what benefits will have this project. In this case, project manager determines why
we need another office in Melbourne and what opportunities will bring by that.
Project planning – Now, project board builds the project team and decides on how to implement the project and make
details of the paperwork such as make renting agreement on new sites and do kick-off meeting etc. Basically,
manager makes the project plan for opening new office in Melbourne, which includes the product outputs,
handling risk, creating acceptance, communicating benefits to stakeholders and managing suppliers.
Project Execution – It is a time to implement the project plan. This is project stage when actual renting agreement is
done and other actions including hiring staffs for new office, advertisement in the local media and trains the staffs
for work. Manager should highly focus on managing staffs and allocating resources.
Project Monitoring and Controlling – At the same time executing project plan, there is also need to monitor the delivery
of the projects to calculate key performance indicators and track variations from allotted cost and time. In this
case, manager can monitor that whether or not the office is open within timeframe (3 months) and cost ($20,000).
Project Closure – In this stage, manager and project team evaluate and document the project such as storing
agreements by organizational standards and conclude that whether or not opening new office in Melbourne
project was successful.
10. Identify and describe two organisational documents that can be used to record strategies and goals for project
integration.
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ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
Project Charter – this document includes key project information including an outline of the project and
objectives, as well as roles and responsibilities. It serves as a reference for the future of the project, as well as
a document that can be used to initiate the project.
Business Case – This document includes the business case for the project including the issues, solutions and
business benefits, costs, risk and issues. It also includes recommendations, including details of the project
that will be the solution.
11. Describe how a project scope management plan assists with recording strategies and goals for project integration
processes.
A project scope management plan assists with recording strategies and goals for project integration
processes. It outlines the project scope to ensure that there is a common understanding of the project
scope and therefore to assist with managing project integration. It will include the project justification,
project benefits and deliverables, as well as an outline of constraints, dependences and assumptions
12. List the steps in a change request process.
Request the change this is usually a written request using formal documentation.
Determine if inside or outside the scope both will have different effects.
Assess the risk the project manager will need to assess the impact of the change.
Approve or reject the change may be decided by the project team or project manager.
Update create a course of action and update plans, schedules and any associated documentation and record
13. List four key aspects of a change request.

Key components of a change request can vary but if your organisation uses a standard template, you
may have to write down your name, the date of your request, a description of the proposed change,
and your rationale for the change. You may also need to summarize how the change is likely to
impact the project if it’s approved. Provide as much information as possible to help the project
manager determine if the proposed change should be approved.
14. Discuss impact analysis. First say what impact analysis is, then list two methods that may be used for impact
analysis and briefly explain each method.
The Project Impact Analysis is part of a packet designed to support the evaluating and tracking of a
suggested modification to a project's scope. The Project Impact Analysis contains the results of the
analysis performed by the Change Business Analyst related to the implications that the change will
have on the project and other projects if approved. The packet goes through three phases. The first
phase is the "Request" phase, the second phase is the "Impact Analysis" phase and the third phase is
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Version: 1.0
© 2021 RTO Works
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ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
the "Approval-Denial" phase. The entire packet is designed to drive the change request process and
to become a permanent record of each specific request.
Environmental Impact Assessment
Environmental Impact Assessment (EIA) is the method of investigating the possible environmental
repercussions that a proposed development or project will have on the physical world.
It takes into account the positive and negative impact on the cultural and human-health aspects as
well as the socio-economic impacts.
The purpose of an environmental impact assessment is:
To predict the consequences of a project or decision during the early planning stages of the move
Find ways to mitigate the negative impacts of the event
Design and modify projects to suit the local environment
Human Impact Assessment
Human impact assessment involves the analysis of the consequences of certain decisions on the health and welfare
of the people most affected. It is the humanization of corporate decision making. It takes the following steps to
assess the impact on human welfare and health:
Screening and Scoping
Researching and gaining information
Describing alternatives
Identifying all relevant impacts
Looking for and identifying alternatives
Reporting and Monitoring
Assessment Task 1: Checklist

Student’s name:
Student Id:
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ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
Did the student provide a Completed

sufficient and clear answer successfully? Comments
that addresses the
suggested answer for the Yes No
following?
Question 1
Question 2
Question 3
Question 4
Question 5
Question 6
Question 7
Question 8
Question 9
Question 10
Question 11
Question 12
Question 13
Question 14
Task outcome:  Satisfactory  Not satisfactory
Assessor signature:
Assessor name:
Date:
Assessment Task 2: Project Portfolio
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© 2021 RTO Works
_______________________________________________________________________________________________
ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
Information for students
In this task, you are required to demonstrate your skills and knowledge by working through a number of activities and
completing and submitting a project portfolio.
You will need access to:
 a suitable place to complete activities that replicates a business environment including a meeting space and
computer and internet access
 your learning resources and other information for reference
 Project Portfolio template
 Simulation Pack (if using the case study)
 if using your own business:
o the broader organisational strategies and goals
o organisational requirements for project management and communication (e.g. Project Management Policy
and Procedures).
o internal and external stakeholders
o resources to implement one activity from the WBS for each project
o budget, time and scope information
o one conflict to resolve that may impact the project’s objectives
o at least one request for a project change.
Ensure that you:
 review the advice to students regarding responding to written tasks in the Business Works Student User Guide
 comply with the due date for assessment which your assessor will provide
 adhere with SMC’s submission guidelines
 answer all questions completely and correctly
 submit work which is original and, where necessary, properly referenced
 submit a completed cover sheet with your work
 avoid sharing your answers with other students.
Assessment information
i
Information about how you should complete this assessment can be found in Appendix
A of the Business Works Student User Guide. Refer to the appendix for information on:
 where this task should be completed
___________________________________________________________________________________________________________________
Version: 1.0
© 2021 RTO Works
_______________________________________________________________________________________________
ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
 how your assessment should be submitted.
Note: You must complete and submit an assessment cover sheet with your work. A
template is provided in Appendix B of the Student User Guide. However, if your RTO
has provided you with an assessment cover sheet, please ensure that you use that.
___________________________________________________________________________________________________________________
Version: 1.0
© 2021 RTO Works
_______________________________________________________________________________________________
ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
Activities
Complete the following activities:
1. Carefully read the following:
This project requires you to integrate and balance the management of three
separate projects so that the project objectives are met and organisational goals,
strategies and objectives are supported.
You can do this for three real projects at your workplace, for three projects
associated with a start-up business you are working on yourself or you can use the
Simulation Pack provided.
Vocational education and training is all about gaining and developing practical skills
that are industry relevant and that can help you to succeed in your chosen career.
For this reason, basing your project on real relationships with classmates or work
colleagues will mean that you are applying your knowledge and skills in a relevant,
practical and meaningful way!
If you use your own business or workplace, make sure it has sufficient information
to successfully complete the assessment. Read through the steps below –
guidance is provided about the information you need. Speak to your assessor to
get approval if you want to base this on your own business.
If you are basing this assessment on the case study business, read through the
Simulation Pack in preparation for this assessment. All the information needed to
complete this assessment is contained in the Simulation pack.
You will be collecting evidence for this unit in a Project Portfolio. The steps you
need to take are outlined below. Before you begin, complete page 4 of your Project
Portfolio. You must describe the organisation you are basing this assessment on
and provide a short description of three projects you’ll manage.
Start working on Section 1 of your project portfolio. Steps 2 to 5 form part of

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Section 1.
If you are basing this assessment on Native Bush Spices Australia, further
information to complete the next steps is available in the Simulation Pack.
If you are basing this assessment on your own business, you need access to:
 the broader organisational strategies and goals
 organisational requirements for project management and communication (e.g.

Project Management Policy and Procedures).
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Version: 1.0
© 2021 RTO Works
_______________________________________________________________________________________________
ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
2. For each project, prepare a Draft Project Charter.
Before you begin, make sure you are familiar with the organisation’s strategies and
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objectives as well as any policies, procedures, protocols and templates that
address project management and communication.
Also do general research on the project. You will use the knowledge you gain from
your research to help you manage the project and comprehensively prepare project
documentation. Step 5 provides specific guidance on the knowledge required for
each project.
You are required to prepare a Draft Project Charter. Your charter should include:
 an explanation why the project is being undertaken (describe the opportunity

or problem that the project is to address)
 an explanation of the relationship between the project and broader

organisational strategies and goals
 specific and measurable objectives for the project
 a description of the desired end-result (i.e. the outcomes) and workplace

impacts
 the benefits and workplace impacts the project is expected to have for the
organisation
 key stakeholders and the proposed project governance structure
 main project expenses, timelines and constraints
 project assumptions and dependencies
 a preliminary risk assessment.
Separate Project Charter documents are required for each project.

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If your business has its own Project Charter template, use it (make sure you include
all the requirements listed above). Otherwise, use the template provided in the
Simulation Pack.
The text of the Project Charter request should be in grammatically correct English,
written in an appropriate (polite, business-like) style. Use the correct accounting
language when describing budget requirements or objectives (e.g. use correct
terminology such as profit margin etc.).
3. For each project, meet with a key decision-maker to determine, clarify and negotiate the Project Charter.
Have your Draft Project Charter ready to use in the discussion (e.g. printed or on a
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device).
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_______________________________________________________________________________________________
ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
Prepare for the meeting by reading through step 3 and making notes to guide your
discussion.
You are required to meet with at least one key-decision-maker (already identified in
your Project Charter under project governance). At the meeting:
 clarify that the Project Charter is an acceptable project initiation document
 explain all of the information in the Project Charter (provide a clear rationale
for each aspect of the Project Charter and use correct accounting and
mathematical terminology when you explain the budget requirements and
objectives)
 negotiate at least one project objective or outcome.
 seek stakeholder input and agree on the project governance structure and
proposed project authority arrangements.
During the meeting, you will need to demonstrate effective communication and
negotiation skills including:
 speaking clearly and concisely
 asking questions to identify required information
 responding to questions as required
 facilitating discussion to achieve mutually agreeable outcomes.
Each meeting should take 20 minutes. This will either be attended in person by
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your assessor or they will attend online. If your assessor cannot view the meeting in
person, video record the session for your assessor to watch later (attach proof to
Section 1 of your Project Portfolio). Your assessor can provide you with more
details at this step. Make sure you follow the instructions above and meet the
timeframes allocated.
If you are using the case study, assume you are meeting with the CEO of Native
Bush Spices Australia. Your assessor (or another student) will play the role of the
stakeholder and provide further guidance on what should be negotiated.
4. Seek approval for the negotiated Project Charter.
Revise your Project Charter to reflect the meeting outcomes.
Draft an email to a relevant decision-maker (e.g. CEO) to request approval

(assume that your Project Charter is attached to the email).
Your email should introduce and summarise the contents of the Project Charter and
seek their approval to move forward with the project.
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ABN: 57 169 281
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W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
Separate emails are required for each project.

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The text of the email should be in grammatically correct English, written in an
appropriate (polite, business-like) style.
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ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
5. For each project, develop a Work Breakdown Structure (WBS).
Develop a WBS that will enable effective planning and control of the project. Make
sure it:
 includes project stages and the requirements for the stage to be completed
 enables the project objectives and outcomes (as per the Project Charter) to be
achieved.
The WBS may be in the form of a diagram or a list of activities, but it must
contain sufficient detail to enable a Project Schedule to be developed from it.
If you are using the case study (Native Bush Spices Australia):
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For the web-design project: to develop the work breakdown structure, you must
research the typical steps involved with developing a web site, assuming this work
will be contracted out to web site designers and content writers.
For the product range expansion project: to develop the work breakdown structure,
you must research the typical steps involved with market research and establishing
collaborative relationships, assuming that the Marketing Coordinator of Native Bush
Spices Australia will meet with potential organisations and choose the best
partnership.
For project 3: to develop the work breakdown structure, you must research the
typical steps involved with developing an advert campaign, assuming this will be
contracted to an advertising specialist.
Make sure you have answered all questions in Section 1.

You are required to attach certain documents as part of your evidence – review the
documents you need to attach as outlined in Section 1 of the Project Portfolio.
Submit Section 1 to your assessor.
Start working on Section 2 of your project portfolio. Steps 6 to 9 form part of

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Section 2.
If you are basing this assessment on your own business, be prepared to meet with
internal and external stakeholders (step 7) and implement one activity from the
WBS for each project (see step 9).
6. For each project, develop a Draft Project Management Plan.
Before you develop the plan, do an analysis of each of the project management
functions (cost, time, quality, human resources, communication and information
and risk) to identify the links between each function (interdependencies), as well as
___________________________________________________________________________________________________________________
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ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
the constraints associated with each function.

Next, develop a Draft project Management Plan.
The plan should be comprehensive and fully address and integrate all aspects of
project management. It should include:
 general project details based on the Project Charter information (e.g. title,
background, objectives, target outcomes)
 success criteria
 specific project details such as the project activities and milestones (as per the
WBS), tools to monitor and control the activities, project budget and
communication plan.
 a risk management strategy.
Separate plans are required for each project.

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If your business has its own Project Management Plan template, use it (make sure
you include all the requirements listed above). Otherwise, use the template
provided in the Simulation Pack.
The text of the Project Management Plan should be in grammatically correct
English, written in an appropriate (polite, business-like) style. Use the correct
accounting language when describing budget requirements or objectives (e.g. use
correct terminology such as cashflow, profit margin etc.).
7. For each project, meet with stakeholders to approve and finalise the Project management Plan.
Have your Draft Project Management Plan ready to use in the discussion (e.g.
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printed or on a device).
Prepare for the meeting by reading through step 7 and making notes to guide your
discussion.
You are required to meet with at two project stakeholders (at least one of the
stakeholders must have authority to make decisions such as the CEO and at least
one stakeholder should be an external stakeholder such as a vendor).
At the meeting:
 present the Draft Project Management Plan.
 negotiate at least one aspect of the plan.
During the meeting, you will need to demonstrate effective communication and
negotiation skills including:
 speaking clearly and concisely
 facilitating discussion to achieve mutually agreeable outcomes.
___________________________________________________________________________________________________________________
Version: 1.0
© 2021 RTO Works
_______________________________________________________________________________________________
ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
Each meeting should take 30 minutes. This will either be attended in person by
i
your assessor or they will attend online. If your assessor cannot view the meeting in
person, video record the session for your assessor to watch later (attach proof to
Section 2 of your Project Portfolio). Your assessor can provide you with more
details at this step. Make sure you follow the instructions above and meet the
timeframes allocated.
If you are using the case study, assume you are meeting with the CEO of Native
Bush Spices Australia and one external vendor (the website developer, cooperative
partner or the digital marketing specialist). You will conduct this meeting in a round
table discussion format. You will be placed into groups with fellow students. Each
student will have 5 minutes to lead the meeting and present their Draft Project
Management Plan. The remainder of the time will be spent negotiating one aspect
of each person’s plan (each student will be required to negotiate a different aspect
of their plan with the other two students taking on the role of decision-maker and
external stakeholder). Your assessor will prompt each student which aspect to
negotiate (e.g. risk management, communication, monitoring activities).
8. Confirm approval for the negotiated Project Management Plan.
Revise your Project Management Plan to reflect the meeting outcomes.
Draft an email to both stakeholders who attended the meeting to confirm their
approval of the plan (assume that your Project Management Plan is attached to the
email).

i
9. For each project, commence project activity.
Select one activity on the WBS and complete it.
i
For the web-design project: Develop a web design brief that shows a clear
alignment to organisational objectives. Use the Website Design Brief Template to
guide your work.
For the product range expansion project: Conduct a SWOT analysis of the
partnership.
For project 3: Review the advert idea and provide feedback via email.
___________________________________________________________________________________________________________________
Version: 1.0
© 2021 RTO Works
_______________________________________________________________________________________________
ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
Make sure you have answered all questions in Section 2.

You are required to attach certain documents as part of your evidence – review the
documents you need to attach as outlined in Section 2 of the Project Portfolio.
Submit Section 2 to your assessor.
Start working on Section 3 of your Project Portfolio. Steps 10 to 13 form part of

Section 3.
Assume that a period of time has passed, but the project is not yet complete.
If you are basing this assessment on your own business or workplace, your projects
should:
 have sufficient budget, time and scope information to report on the project
status (e.g. invoices, project schedule information etc.)
 have at least one conflict to resolve that may impact the project’s objectives
 include at least one request for a project change.
10. For each project, resolve a conflict.
Resolve a conflict that has the potential to impact the project’s objectives with other
stakeholders.
i
For the web-design project: Review the Native Bush Spices Code of Conduct and
consider how you would address the conflict of interest (as per the email in the
Simulation Pack) in accordance with the Code of Conduct. Draft an email to the
Project Team Member (your assessor) giving them your response. Ensure that
your email is written in a positive manner so as to resolve any potential further
conflicts.
For the product range expansion project: Search the internet for articles supporting
the use of contracts or formal agreements with cooperative partnerships. Draft an
email to the cooperative partnership representative to explain the importance of
creating a formal agreement. Add a few website links on cooperative partnerships
that support the argument for contractual agreement to your email.
For project 3: Draft an email to the customer service officer to explain the concept
of intellectual property (define the concept in your explanation) and suggest that
they use paid images from an alternative image depository (provide suggestions).
11. For each project, manage project changes.
___________________________________________________________________________________________________________________
Version: 1.0
© 2021 RTO Works
_______________________________________________________________________________________________
ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
First, develop a Project Status Report. Your report should:

 provide project specific budget, timeline or scope information regarding the
project’s progress.
 identify any project information or communication issues (including required

changes)
 analyse the impact on the project and organisational objectives of the required
changes.
Next, complete the Project Register and Log with details about issues experienced.
Finally, update your Project Management Plan to incorporate the changes.
Separate Project Status Reports and Project Register and Logs are required for
i
each project.
If your business has its own Project Status template or Project Register and Logs
template, use it. Otherwise, use the templates provided in the Simulation Pack.
The text of your documents should be in grammatically correct English, written in
an appropriate (polite, business-like) style. Use the correct formal (e.g. profit
margin) and some informal (e.g. lower price) accounting language when describing
budget requirements.
Assume that the projects have been completed.

If you are basing this assessment on Native Bush Spices Australia, further information to
complete the next steps is available in the Simulation Pack.
If you are basing this assessment on your own business or workplace, you need information
about the final outcomes (deliverables, timelines, budget) for each project. You will also
need feedback from relevant stakeholders regarding the project’s implementation,
management and integration. You may ask your assessor for feedback if necessary.
12. For each project, manage the project finalisation.
First, draft an email to a relevant team member to finalise the legal, contractual and
financial obligations. In your email:
 confirm that the project deliverables and related documents are ready to be
handed to the client within the agreed timeframe
 request that a financial obligation be finalised (e.g. send or pay an invoice)
 approve the delivery of the final deliverable.

i
___________________________________________________________________________________________________________________
Version: 1.0
© 2021 RTO Works
_______________________________________________________________________________________________
ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
Conduct finalisation requirements, including:
 update the Project Register and Logs to show completed activity.
 identify the activities required by your organisation to finalise the project and
allocate the activities to relevant staff.
___________________________________________________________________________________________________________________
Version: 1.0
© 2021 RTO Works
_______________________________________________________________________________________________
ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
13. For each project seek and document feedback.
Draft an email to seek feedback from at least two stakeholders (e.g. a decision-
maker, team member and external stakeholder) on how they experienced the
project implementation, management and integration.
Once feedback has been received, document the feedback on the Project
management Plan using review comment functionality.
14. Submit your completed Project Portfolio.
Make sure you have completed all sections of your Project Portfolio, answered all
questions, provided enough detail as indicated and proofread for spelling and
grammar as necessary.
Submit to your assessor for marking.
___________________________________________________________________________________________________________________
Version: 1.0
© 2021 RTO Works
_______________________________________________________________________________________________
ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
Assessment Task 2: Checklist

Student’s name:
Student Id:
Completed
successfully? Comments
Did the student on three occasions: Yes No
Review and makes note on the

organisation’s strategies and objectives
as well as any policies, procedures,
protocols and templates that address
project management and
communication?
Do general research on the project,

providing references for their sources?
Prepare a Draft Project Charter that

includes:
 an explanation why the project is

being undertaken (describe the
opportunity or problem that the
project is to address)
 an explanation of the relationship

between the project and broader
organisational strategies and goals
 specific and measurable objectives

for the project
 a description of the desired end-

result (i.e. the outcomes) and
workplace impacts
 the benefits and workplace impacts

the project is expected to have for
the organisation
 key stakeholders and the proposed

project governance structure
 main project expenses, timelines

and constraints
___________________________________________________________________________________________________________________
Version: 1.0
© 2021 RTO Works
_______________________________________________________________________________________________
ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
 project assumptions and

dependencies
 a preliminary risk assessment?
Meet with a key decision-maker to

determine, clarify and negotiate the
Project Charter including:
 clarifying that the Project Charter is
an acceptable project initiation
document
 explaining all of the information in
the Project Charter (provide a clear
rationale for each aspect of the
Project Charter and use correct
accounting and mathematical
terminology when you explain the
budget requirements and
objectives)
 negotiating at least one project
objective or outcome
 seeking stakeholder input and
agree on the project governance
structure and proposed project
authority arrangements
 demonstrating effective
communication and negotiation
skills including:
o speaking clearly and
concisely
o asking questions to identify

required information
o responding to questions as
required
o facilitating discussion to
achieve mutually agreeable
outcomes?
Finalise the Project Charter to include

negotiation outcomes?
___________________________________________________________________________________________________________________
Version: 1.0
© 2021 RTO Works
_______________________________________________________________________________________________
ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
Seek approval of the Project Charter by

drafting an email to an appropriate
decision-maker?
___________________________________________________________________________________________________________________
Version: 1.0
© 2021 RTO Works
_______________________________________________________________________________________________
ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
Develop a WBS that enables effective

planning and control of the project and:
 includes project stages and the

requirements for the stage to be
completed
 enables the project objectives and

outcomes (as per the Project
Charter) to be achieved?
Do an analysis of each of the project

management functions (cost, time,
quality, human resources,
communication and information and risk)
to identify the links between each
function (interdependencies), as well as
the constraints associated with each
function?
Develop a Draft project Management

Plan that includes:
 general project details based on the

Project Charter information
 success criteria
 specific project details such as the

project activities and milestones (as
per the WBS), tools to monitor and
control the activities, project budget
and communication plan
 a risk management strategy?
Meet with internal and external

stakeholders to approve and finalise the
Project management Plan including:
 presenting the Draft Project
Management Plan
 negotiating at least one aspect of

the plan
 demonstrating effective
communication and negotiation
skills including:
o speaking clearly and
___________________________________________________________________________________________________________________
Version: 1.0
© 2021 RTO Works
_______________________________________________________________________________________________
ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
concisely
o facilitating discussion to
achieve mutually agreeable
outcomes?
Finalise the Project Management Plan to

include negotiation outcomes?
Seek approval of the Project

Management Plan by drafting an email
to meeting attendees?
Implement one activity from the WBS?
Resolve a conflict that has the potential

to impact the project’s objectives with
other stakeholders?
Develop a Project Status report that:
 provides project specific budget,

timeline or scope information
regarding the project’s progress
 identifies any project information or

communication issues (including
required changes)
 analyses the impact on the project

and organisational objectives of the
required changes?
Complete the Project Register and Log

with details about issues experienced?
Draft an email to a relevant team

member to finalise the legal, contractual
and financial obligations?
Conduct finalisation requirements,

including:
 updating the Project Register and

Logs to show completed activity
 identifying the activities required by

their organisation to finalise the
project and allocate the activities to
___________________________________________________________________________________________________________________
Version: 1.0
© 2021 RTO Works
_______________________________________________________________________________________________
ABN: 57 169 281
501
W:
Surry Hills NSW 2010 T: 02 8937 0991

Melbourne VIC 3000
T: 03 0 9077 0758
relevant staff?
Seek and document feedback?
Task outcome:  Satisfactory  Not satisfactory
Assessor signature:
Assessor name:
Date:
___________________________________________________________________________________________________________________
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_______________________________________________________________________________________________

ABN: 57 169 281

Surry Hills NSW 2010 T: 02 8937 0991

BSBPMG540 Manage project integration

Surry Hills NSW 2010 T: 02 8937 0991

© 2021 RTO Works

Surry Hills NSW 2010 T: 02 8937 0991

Surry Hills NSW 2010 T: 02 8937 0991

Assessment for this unit

Surry Hills NSW 2010 T: 02 8937 0991

Assessment Task 1: Knowledge questions

Information for students

 adhere with SMC’s submission guidelines

 answer all questions completely and correctly

 submit work which is original and, where necessary, properly referenced

 submit a completed cover sheet with your work

 avoid sharing your answers with other students.

 where this task should be completed

 the maximum time allowed for completing this assessment task

 whether or not this task is open-book.

Surry Hills NSW 2010 T: 02 8937 0991

5. Explain project governance.

Surry Hills NSW 2010 T: 02 8937 0991

Project governance aims to:

Lead to an effective framework for making decisions

Remain continually aligned with the organisational strategy

Create components that will develop the work of the project

Provide escalation mechanisms for risks and issues

Effectively manage project benefits

Comply to organisational standards.

Surry Hills NSW 2010 T: 02 8937 0991

Surry Hills NSW 2010 T: 02 8937 0991

Project life cycle:

Surry Hills NSW 2010 T: 02 8937 0991

12. List the steps in a change request process.

13. List four key aspects of a change request.

Surry Hills NSW 2010 T: 02 8937 0991

Environmental Impact Assessment

The purpose of an environmental impact assessment is:

Find ways to mitigate the negative impacts of the event

Design and modify projects to suit the local environment

Human Impact Assessment

Assessment Task 1: Checklist

Surry Hills NSW 2010 T: 02 8937 0991

Did the student provide a Completed

Task outcome:  Satisfactory  Not satisfactory

Assessment Task 2: Project Portfolio

Surry Hills NSW 2010 T: 02 8937 0991

 your learning resources and other information for reference

 Project Portfolio template

 Simulation Pack (if using the case study)

 if using your own business:

o the broader organisational strategies and goals

o budget, time and scope information

o one conflict to resolve that may impact the project’s objectives

o at least one request for a project change.

Ensure that you:

 adhere with SMC’s submission guidelines

 answer all questions completely and correctly

 submit work which is original and, where necessary, properly referenced

 submit a completed cover sheet with your work

 avoid sharing your answers with other students.

 where this task should be completed