STUDENT

ASSESSMENT
TASKS

BSBPMG540
MANAGE PROJECT
INTEGRATION
First published 2021

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 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
 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.

BSBPMG540 Manage project integration | 4

 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 your RTO’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.

BSBPMG540 Manage project integration | 5

Questions
Provide answers to all of the questions below:

1. Identify and describe two documents that can be used to initiate projects.

A Business Case is a formal document that outlines the justification for the initiation of a project. It
details the problem or opportunity the project seeks to address, the proposed solution, and the
expected benefits. The Business Case is used to obtain approval and secure funding for the project
by demonstrating its alignment with organizational goals and its potential return on investment
(ROI). By presenting a well-structured Business Case, the organization can make an informed
decision to proceed with the project, confident in its potential to deliver significant value.

A Feasibility Study is an analytical document that evaluates the practicality and potential success of
a proposed project. It provides detailed analysis and evaluation of various aspects of the project,
including technical, financial, legal, operational, and scheduling factors. The primary purpose is to
determine if the project is feasible and worth pursuing. By conducting a thorough Feasibility Study,
the organization can determine whether the project is viable and make an informed decision about
whether to proceed. This helps ensure that only projects with a high likelihood of success are
pursued, optimizing resource use and maximizing potential benefits.

2. Explain two methods that can be used to measure project outcomes and progress and provide
examples to illustrate each.

- Key Performance Indicators (KPIs) are specific, quantifiable metrics used to evaluate the
success of a project in achieving its objectives. KPIs are chosen based on the project's
goals and provide a clear measure of performance over time. They can be financial,
operational, or qualitative.

Examples:

 Financial KPIs: Metrics like Return on Investment (ROI), cost variance, and revenue
growth.
 Operational KPIs: Metrics like project completion rate, number of defects, and average
resolution time.
 Qualitative KPIs: Customer satisfaction scores, employee engagement levels, and
stakeholder feedback.

Illustration: Imagine a project aimed at improving customer service for an e-commerce company.
Relevant KPIs might include:

 Customer Satisfaction Score (CSAT): Measured through post-interaction surveys where

customers rate their satisfaction on a scale of 1 to 5.
 Average Response Time: The average time it takes for customer service representatives
to respond to customer inquiries, aiming for a reduction from 24 hours to 12 hours.
 First Contact Resolution (FCR) Rate: The percentage of customer issues resolved on
the first contact, with a target to increase from 70% to 90%.

These KPIs provide a clear way to track progress and measure the success of the customer
service improvement project.

BSBPMG540 Manage project integration | 6

 - Earned Value Management (EVM) is a project management technique that integrates
scope, time, and cost data to provide a comprehensive view of project performance and
progress. EVM compares the planned work with the actual work completed to determine
whether a project is on track.

Key Metrics:

 Planned Value (PV): The estimated value of the work planned to be done by a certain
date.
 Earned Value (EV): The value of the work actually completed by that date.
 Actual Cost (AC): The actual cost incurred for the work completed by that date.
 Schedule Variance (SV): EV - PV, indicating whether the project is ahead or behind
schedule.
 Cost Variance (CV): EV - AC, indicating whether the project is under or over budget.
 Schedule Performance Index (SPI): EV / PV, a ratio that indicates schedule efficiency.
 Cost Performance Index (CPI): EV / AC, a ratio that indicates cost efficiency.

Illustration: Consider a construction project to build a new office building. Here's how EVM might
be applied:

 Planned Value (PV): By month 6, $1,000,000 worth of work was planned to be completed.
 Earned Value (EV): By month 6, $900,000 worth of work has been completed.

3. Describe two methods for segmenting and documenting a work break down structure (WBS).

A Work Breakdown Structure (WBS) is a key project management tool that breaks down a project
into smaller, more manageable components. This helps in organizing and defining the total scope
of the project. Two common methods for segmenting and documenting a WBS are the
Hierarchical (Top-Down) Method and the Phase-Based Method.

- The Hierarchical (Top-Down) Method involves starting with the highest level of the project
(the overall project goal) and breaking it down into progressively smaller and more detailed
components. This method is highly structured and provides a clear visual representation of
the project's scope.

- The Phase-Based Method segments the WBS according to the different phases of the
project lifecycle. Each phase is broken down into tasks and deliverables specific to that
phase. This method is particularly useful for projects that follow a sequential process.

Both the Hierarchical (Top-Down) Method and the Phase-Based Method provide structured
approaches to segmenting and documenting a WBS. The Hierarchical Method is beneficial for its
clear visualization of project components and dependencies, while the Phase-Based Method aligns
well with projects following a sequential lifecycle, helping to organize tasks and deliverables within
each phase.

4. Outline the key role and at least four responsibilities of a project manager when planning a
project.

BSBPMG540 Manage project integration | 7

 The key role of a project manager is to plan, execute, and close projects while ensuring that
the project meets its objectives, stays within budget, and is completed on time. The project
manager acts as a leader, facilitator, and communicator, coordinating the efforts of the project
team and stakeholders to achieve the desired outcomes.

- The scope baseline is the approved version of a project’s scope statement, work
breakdown structure (WBS), and WBS dictionary. It outlines the project's deliverables and
the work required to create those deliverables. It serves as a benchmark for measuring
project scope performance and managing scope changes.

- The schedule baseline is the approved version of the project schedule, which includes the
planned start and finish dates for project activities. It serves as a reference point for
measuring and tracking project schedule performance.

- The cost baseline is the approved version of the project budget, which includes the
estimated costs for all project activities. It serves as a reference point for measuring and
tracking project cost performance.

- Management plans are essential components of a project management plan, detailing how
various aspects of the project will be managed and controlled. To define how the project
scope will be planned, defined, validated, and controlled.

5. Explain project governance.

Project governance refers to the framework, processes, and decision-making structures used to
ensure that a project is conducted in a controlled and accountable manner. It encompasses the
overall oversight and management of a project to ensure it aligns with organizational goals,
adheres to regulatory requirements, and delivers intended benefits. Effective project governance
helps ensure that projects are completed on time, within budget, and to the desired quality
standards while managing risks and addressing issues that arise. Project governance provides a
structured approach to overseeing and managing projects, ensuring that they are executed
effectively and aligned with organizational goals. It involves setting up a governance framework,
defining roles and responsibilities, establishing decision-making processes, monitoring
performance, managing risks, and ensuring compliance with standards. Effective governance
enhances accountability, transparency, and control, contributing to the successful delivery of
projects.

6. Summarise two project governance models and explain one advantage and disadvantage of
each.

- The Structure governance model organizes the project's oversight into a formal hierarchy,
specifying how different levels of management and governance bodies interact. It often
includes various committees, boards, and roles that are responsible for different aspects of
project oversight and decision-making.

BSBPMG540 Manage project integration | 8

 Advantage: Provides clear accountability and well-defined roles, improving communication
and decision-making within the project.

Disadvantage: Can lead to bureaucracy and rigidity, which might slow down decision-making
and hinder responsiveness to changes.

- The Infrastructure governance model revolves around the systems, tools, and processes
that support project management activities. It includes the technological platforms,
communication systems, and administrative structures that facilitate project planning,
execution, monitoring, and control.

Advantage: Enhances efficiency and coordination by providing advanced tools and systems
for managing project activities and communication.
Disadvantage: Creates dependency on technology and may involve significant costs and
overhead, which can impact the project's budget and resource allocation.

7. Describe the concept of decomposition in project management and its role in breaking project
objectives into achievable project deliverables.

Decomposition in project management is the process of breaking down complex project

objectives into smaller, more manageable components. This approach is essential for
organizing and structuring the project work to make it more achievable and easier to manage.
Decomposition helps in defining the scope, estimating costs, scheduling activities, and
allocating resources more effectively. Decomposition is the method of dividing project
deliverables, objectives, and work into smaller, more manageable parts or components. This
hierarchical breakdown helps in organizing and detailing the project’s work structure, allowing
for clearer planning and execution. Decomposition in project management involves breaking
down complex project objectives into smaller, manageable parts to create a Work Breakdown
Structure (WBS). This process clarifies the project scope, facilitates detailed planning,
improves manageability, enhances communication, and aids in risk management. By
decomposing project deliverables, teams can more effectively plan, execute, and control the
project, leading to a higher likelihood of successful outcomes.

8. Explain the role of the project management life cycle in project management and describe
each key phase.

The project management life cycle encompasses a series of phases that guide a project from
inception to completion. Each phase plays a crucial role in ensuring the project is successfully
managed and delivered. Here’s an explanation of the key phases: Project Initiation, Project
Planning, Project Execution, and Project Closure.

- The initiation phase is where the project is formally started. It involves defining and
authorizing the project, establishing its purpose, and securing initial approval and support
from stakeholders.
- The planning phase involves developing detailed plans to guide project execution and
control. It establishes the roadmap for how the project will achieve its objectives and
manage risks, resources, and timelines.
- The execution phase involves implementing the project plans and delivering the project
outputs. This phase focuses on coordinating people and resources, managing stakeholder
expectations, and ensuring that project deliverables are produced as planned.

BSBPMG540 Manage project integration | 9

 - The closure phase involves finalizing all project activities, ensuring that all deliverables
have been completed and accepted, and formally closing the project. This phase ensures
that everything is wrapped up and that lessons learned are documented.

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.

To manage the project of establishing an additional office in Melbourne, you’ll need to follow a
structured approach to ensure the project is completed within the 3-month timeline and the $20,000
monthly rent budget.

Project Timeline (3 Months):

 Weeks 1-2: Office search and initial setup.

 Weeks 3-4: Finalize lease and begin office layout planning.
 Weeks 5-6: Complete office design and start moving process.
 Weeks 7-8: Finalize setup, install utilities, and complete the move.
 Weeks 9-12: Ensure all services are operational and conduct final review.

Budget:

 Maximum Rent: $20,000 per month.

 Additional Costs: Moving, setup, and utilities should be managed within the overall
budget constraints.

By following these steps, you can effectively manage the project to establish the new Melbourne
office within the specified timeline and budget.

10. Identify and describe two organisational documents that can be used to record strategies and
goals for project integration.

For recording strategies and goals related to project integration, organizations often use formal
documents that outline how various aspects of the project align with the overall business objectives
and how they will be managed. Two key organizational documents for this purpose are the Project
Charter and the Project Management Plan.

1. Project Charter:

 Purpose: Authorizes the project and provides a high-level overview, including objectives,
scope, stakeholders, and alignment with organizational strategies.
 Components: Project purpose, scope overview, stakeholders, goals and benefits, and
formal authorization.

2. Project Management Plan:

 Purpose: Provides a detailed framework for executing, monitoring, and controlling the
project, including integration of various project components.
 Components: Integration management, scope management, schedule management, cost
management, quality management, resource management, communication management,
and risk management.

BSBPMG540 Manage project integration | 10

Both documents are crucial for recording and managing strategies and goals related to project
integration, ensuring that all project activities align with the overall objectives and contribute to the
success of the project.

11. Describe how a project scope management plan assists with recording strategies and goals
for project integration processes.

A Project Scope Management Plan plays a vital role in recording and managing strategies and
goals for project integration processes. It provides a structured approach to defining and controlling
what is included and excluded from the project. This clarity is essential for ensuring that the project
aligns with its strategic objectives and integrates effectively with other project components. A
Project Scope Management Plan assists with recording strategies and goals for project integration
by clearly defining the project scope, establishing processes for managing changes, and ensuring
alignment with strategic objectives. It provides a structured approach to integrating project
components, coordinating activities, and maintaining control over scope changes, which is
essential for successful project execution and overall success.

12. List the steps in a change request process.

- Identify the Need for Change: Recognize and document the need for change.
- Submit Change Request: Formally submit a detailed change request.
- Document the Change Request: Record the request in a centralized system.
- Review and Assess Impact: Evaluate the impact of the proposed change.
- Prioritize and Analyze: Determine the priority and importance of the change.
- Decision Making: Review and decide on the change request.
- Communicate the Decision: Inform stakeholders of the decision.
- Implement the Change: Execute the approved change.
- Update Project Documents: Revise project plans and documentation.
- Monitor and Control: Track the change implementation and its effects.
- Review and Close: Assess the effectiveness of the change and close the request.
- Record and Archive: Store all related documentation for future reference.

13. List four key aspects of a change request.

 Description of the Change: Detailed explanation of what is being changed and how.
 Reason for the Change: Justification for why the change is needed.
 Impact Analysis: Evaluation of how the change will affect the project’s scope, schedule,
cost, and quality.
 Implementation Plan: Steps and resources required to execute the change and any
adjustments to the project plan.

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.

Impact Analysis is the process of assessing the potential effects of a proposed change on a
project. It helps in understanding how a change will influence various aspects of the project, such
as its scope, schedule, cost, quality, and resources. The goal is to evaluate the implications of the
change, identify potential risks, and make informed decisions about whether to proceed with the
change. Impact Analysis is crucial for understanding the potential effects of changes on a project.
Two common methods for conducting impact analysis are:

BSBPMG540 Manage project integration | 11

1. Cost-Benefit Analysis (CBA): Compares the costs of implementing a change with the
expected benefits to determine if the change is economically viable.
2. Risk Assessment: Evaluates potential risks associated with the change, including their
likelihood and impact, and develops strategies to mitigate these risks.

BSBPMG540 Manage project integration | 12

Assessment Task 1: Checklist
Student’s name:

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:

BSBPMG540 Manage project integration | 13

 Assessment Task 2: Project Portfolio

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 your RTO’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.

BSBPMG540 Manage project integration | 14

 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
 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.

BSBPMG540 Manage project integration | 15

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

i
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).

BSBPMG540 Manage project integration | 16

2. For each project, prepare a Draft Project Charter.

Before you begin, make sure you are familiar with the organisation’s strategies and
i
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.

i
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
i
device).
Prepare for the meeting by reading through step 3 and making notes to guide your
discussion.

BSBPMG540 Manage project integration | 17

 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
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 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.

Separate emails are required for each project.

i
The text of the email should be in grammatically correct English, written in an
appropriate (polite, business-like) style.

BSBPMG540 Manage project integration | 18

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):
i
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

i
Section 2.
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, 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
the constraints associated with each function.

BSBPMG540 Manage project integration | 19

 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.

i
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.
i
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.

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

BSBPMG540 Manage project integration | 20

 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).

Separate emails are required for each project.

i
The text of the email should be in grammatically correct English, written in an
appropriate (polite, business-like) style.

9. For each project, commence project activity.

Select one activity on the WBS and complete it.

If you are using the case study (Native Bush Spices Australia):
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.

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.

BSBPMG540 Manage project integration | 21

 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 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, 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.

If you are using the case study (Native Bush Spices Australia):
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.

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

BSBPMG540 Manage project integration | 22

 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.

Separate emails are required for each project.

i
The text of the email should be in grammatically correct English, written in an
appropriate (polite, business-like) style.

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.

BSBPMG540 Manage project integration | 23

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.

BSBPMG540 Manage project integration | 24

Assessment Task 2: Checklist
Student’s name:

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
 project assumptions and
dependencies
 a preliminary risk assessment?

BSBPMG540 Manage project integration | 25

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?

Seek approval of the Project Charter by

drafting an email to an appropriate
decision-maker?

BSBPMG540 Manage project integration | 26

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
concisely

BSBPMG540 Manage project integration | 27

 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
relevant staff?

Seek and document feedback?

BSBPMG540 Manage project integration | 28

Task outcome:  Satisfactory  Not satisfactory

Assessor signature:

Assessor name:

Date:

BSBPMG540 Manage project integration | 29

 Final results record

Student name:

Assessor name:

Date

Final assessment results

Result

Task Type Satisfactory Unsatisfactory Did not submit

Assessment Task 1 Knowledge questions S U DNS

Assessment Task 2 Project Portfolio S U DNS

Overall unit results C NYC

Feedback

 My performance in this unit has been discussed and explained to me.

 I would like to appeal this assessment decision.

Student signature: _________________________________________ Date: _________________

 I hereby certify that this student has been assessed by me and that the assessment has been
carried out according to the required assessment procedures.

Assessor signature: _______________________________________ Date: _________________

BSBPMG540 Manage project integration | 30