Bsbmg522a Undertake Project Review Paper

PROJECT BRIEF
BSBPMG522A: Undertake Project Work
Project Overview
To complete this project you are required to initiate, plan, implement, monitor, finalise and review a straightforward work-related project based on a provided Scenario.

To evidence your ability to perform these tasks, you must progressively develop and document: project initiation materials (including a Business Case, Feasibility Study and Project Charter); a project plan and supporting planning tools and resources; project progress updates; monitoring outcomes; closure activities; and project review observations and recommendations based on lessons learned. This documentation will verify your ability to:
Define a project;
Develop a project plan and supporting plans and
tools;
Monitor project implementation arrangements;
Evaluate project plan effectiveness;
Maintain required recordkeeping systems throughout the project;
Achieve project deliverables;
Complete project finalisation activities and records;
Review project outcomes and processes against the project scope and plan;
Document and report on lessons learned from the project.

All documents submitted for this project:
Must be prepared using word processing software;
Will be assessed for:
Professional presentation and accuracy of content, style, grammar, spelling, and punctuation;
Sufficiency and integrity of information to demonstrate effective scoping, planning, implementation, monitoring and review of an actual project.

This project is comprised of three (3) tasks. All three (3) tasks must be completed and submitted for assessment to satisfy the requirements of this project.

This Project addresses the following elements of competency & performance criteria to assess your knowledge and skills in:

BSBPMG522A: Undertake Project Work

Element / PC #
Specification

1
Define project;

2
Develop project plan;

3
Administer and monitor project;

4
Finalise project;

5
Review project.
Project Task One (1)
Task Description:
Scenario:
You work for a newly-established business (your choice of industry), which employs approximately 50 people in a variety of frontline, supervisory and management positions. The owners and managers are completely unaware of their legal and/or social obligations in the areas of:
Work health and safety;
Environmental sustainability; and
Workplace anti-discrimination, harassment and bullying.

You are appointed by an owner to assist in developing their understanding of one (1) only of these areas by:
Producing three (3) professional communication tools to roll-out an awareness campaign to the owners and managers; the campaign must clearly communicate the business need for developing and implementing a policy and management system (including procedures) to meet their obligations.

You are NOT REQUIRED to produce the policy and management system. You are only required to produce the three (3) communication tools; this is the scope of your project.

Examples of communication tools include, but are not limited to: meeting PowerPoint presentation; meeting handouts / workbooks; meeting chairperson / speaker briefing notes; research reports; proposals; and formal business letters.

Task: Based on these instructions, you are required to prepare and submit a:
Business Case (per attached Template) for initiating the project, explaining the project need, planned benefits, anticipated costs and timescales, assumptions and perceived risks to the project;
Feasibility Study (per attached Template) justifying why the project must be actioned;
Project Charter (per attached Template) outlining the project objectives, goals, deliverables and scope.
Templates for this Task: Three (3)
1. Business Case Template;
2. Feasibility Study Template;
3. Project Charter Template.
Task 1 Answer Sheet (As Required)

Project Task Two (2)
Task Description:
Based on the Task 1 Project Charter, you must plan the project by developing the necessary project plan documents and management tools.
Note:
Your planning materials must be sufficiently detailed to demonstrate how the project goals will be successfully achieved (i.e. in time, within budget and of the expected quality);
Your planning must include reference to preparation of at least two (2) status reports throughout the course of completing the project.

To evidence your planning, you must prepare and submit a:
Project Plan (per attached Template) detailing how the project will be carried out;
Project Resource Plan (per attached Template) detailing the human resource, plant, equipment and materials requirements for undertaking the project;
Gantt Chart and Critical Path Analysis detailing timing and sequence of all project activities and tasks;
Risk Schedule (per attached Template) detailing identified risks, their priority ratings and actions to be taken to address them;
Budget (per attached Template) providing an estimate of all the costs required to complete project tasks;
Quality Control Plan (per attached Template) detailing how the quality of project deliverables will be controlled and assured.
Templates for this Task: Five (5)
1. Project Plan Template;
2. Project Resource Plan Template;
3. Risk Schedule Template;
4. Budget Template;
5. Quality Control Plan Template.
Task 2 Answer Sheet (As Required)

Project Task Three (3)
Task Description:
You are required to implement the project (as per Task 2 plans), finalise it through a formal Project Closure Report and review and report on the project outcomes.

To evidence project implementation, you must progressively document and submit:
Two (2) separate Project Status Reports (per attached Template), providing planned progress updates;
Project Records Index (per attached Template) providing details of all documents created;
Project Expense Register (per attached Template) detailing all costs incurred (including work hours);
Issue Register (per attached Template) detailing issues experienced during project completion.

To evidence project completion, you must prepare and submit a:
Project Closure Report (per attached Template), detailing all actions required to close the project;
Included with the Report, you must submit the three (3) communication tools produced to achieve project goals (i.e. the project deliverable as per Task 1 scenario);
Post-Implementation Review Report (per attached Report Template) of a maximum 1,000 word length:
Reviewing actual project process, performance and outcomes against initial plans and budget; and
Recommending changes or improvements to processes, methods or tools for undertaking future projects (based on lessons learned).
Templates for this Task: Six (6)
1. Project Status Report Template;
2. Project Records Index Template;
3. Project Expense Register Template;
4. Issue Register Template;
5. Project Closure Report Template;
6. Report Template.

Task 3 Answer Sheet:

Project Submission Checklist
Please check if you have completed all required task for the project:
□ Task 1
□ Task 2
□ Task 3

Task1 Template 1: BUSINESS CASE
Document Owners
Author:
Amit Kapoor
Business Owner:
Peter Piggot
Document History
Revision date
Summary of Changes
20/11/04
The new contract were put in for the company
23/11/14
Some new drivers were put in the list of employees
Approval:
Name
Signature
Title
Date
Version
Alec Jones

New contracts and drivers.
24/11/14
N/A
Stakeholder/Resource Commitment
Name
Date
Signature
Peter Piggot
24/11/14

Tim Zhan
24/11/14

Document Purpose

The purpose of a Business Case is to capture and validate the:
Need for a change / investment / proposal;
Planned benefits it is intended to deliver;
Anticipated costs and timescales;
Risks and key assumptions relating to the benefits or any other aspect

Contents
Page
Business Sponsor
6
Business Need
6
Goal
6
Objectives
6
Options
6
Stakeholders
6
Benefits expected
7
Risks and Assumptions
7
Estimated Costs & Resources
8
Key Timescales
8
Conclusion
8

Business Sponsor
Peter Piggot is the owner of the business and he himself is sponsoring the whole business.
Business Need
This section captures the need, gap or issue that gives rise to this proposal.
The new contract will help the company to progress in front of national business.
The new drivers are required for driving the business, as the business is based on the transport.

Goal
This section captures the end goal of the proposal.
To provide the good job to the host companies
To increase the business of the company

Objectives
This section captures the business objectives that will deliver the goal.
To attract more companies to join with us
To hire experienced drivers as soon as possible
To set up another office in busy city area Options
This section captures the principal alternate options and their implications (including the consequences of the ‘do nothing’ option).
Advertising the already attached companies to increase their business, which we will increase ours
Making the offsiders and training them for driving

Stakeholders

Primary Stakeholders: Fancy Furniture (Supplier), Furniture Mart (Supplier), Drivers, Owner and management

Secondary Stakeholders: Other furniture companies and private contractors

Benefits expected
These should be grouped into tangible and intangible benefits.
TANGIBLE BENEFITS
More contracts will help to gather more money
More resources and more profits
INTANGIBLE BENEFITS
Help advertising the business
Attract more workers
Attract more companies

Risks & Assumptions
Significant Assumptions:

This contract and approval to hire new drivers will help to grow our market value and companies will have trust on the job we do.
We will be able to gather more employees and hence employment opportunities

Risks (to the project):

Disapproval is the major risk
Not getting more experienced drivers
Short-tempered workers
Other big contractors in business

Cost / Resource
This section shall capture all external costs and an estimate of all internal resources required to deliver the entire scope of this project.

Capital Costs: About $6,000,000 on new trucks and drivers including the average insurance

Internal Resources: Experienced drivers, Experienced management team.

External Resources: Contracts of new furniture companies

Implementation Resources: Financial help from the bank and stakeholders of the business.

Option Appraisal

The project can be further developed using the cost benefit analysis and having experienced staff.

Timescales
This section captures all key timescale requirements relating to this project (not just a single end-date)
The project should be completed in a month with all the documents being presented to the owner.

Conclusion

The company is positive enough to see the growth of the business as the project plan clearly shows the designed data for future.

Task 1 Template 2: FEASIBILITY STUDY

Introduction
The purpose of the Feasibility Study is to define exactly what the project is and what strategic, economic, technical, operational and planning issues need to be considered to assess its likelihood of succeeding.

Problem Identification
What is the problem or need?
Making sure that the new and experienced drivers are available to do the deliveries

Opportunities
What are the opportunities available to the company that could be realised?
There are various furniture companies that need the experienced staff to deliver their furniture for the customers.

Mandates
Are there any mandates (statutory or managerial) that would require this task to be done, regardless of priority and feasibility?
There are no such mandates to be done in accordance to this project

Success Factors
Describe what would have to be achieved in order for this project to be considered a success (i.e. ‘what’ must be done, ‘who’ would be responsible for doing it and by ‘when’ must each be done).
Availability of the experienced staff
Energetic labor and drivers
Safe handling of furniture
Owner and manager is responsible to make it happen

Current Situation
Explain what the current situation is that requires this work to be done.
The new truck companies are coming day by day and there is a good opportunity for them to survive too. So, the situation is good enough to start the business like this and settle their brand name. Benefits

Tangible Benefits
Exceeding number of trucks
Exceeding number of drivers, experienced one’s

Intangible Benefits
Getting experience to increase the business
Getting knowledge of the market

Alternative Solutions
Document viable alternative solutions based on their advantages and disadvantages. One alternative that should always be discussed is “No Action”.

Alternative 1 – NO Action Advantage: The company will need not to loan money from the bank, they will increase their business slowly and slowly.

Disadvantage:It will help the other companies to get a way through and thus this truck company will left behind

Alternative 2: Not getting approval for new drivers
Advantages: Training the non-licensed labour to drive

Disadvantages: The Company will still need the experienced staff

Recommended Solution
Compare the alternatives documented above and recommend the best solution, along with justification for the decision.
.
According to me, the alternative 2 is good to follow because the labor can be trained easily to drive rather than leaving their business far behind than the other competitors.

Task 1 Template 3: PROJECT CHARTER

Project Name: New contracts and drivers

Project Number: XXXXX
Date: 24/11/14
Revision Number: XYXYX

1. PROJECT GOALS

Describe the business need, opportunity or problem that the project is being undertaken to address (i.e. project justification).
The project will give the employment opportunities to the experienced drivers by having a great pay rate. This will help the to meet the needs of the livelihood Moreover, the project will give an easy and integrated solution to the furniture companies as described before.
The project need to come into existence because of the need of experienced delivering staff.

2. DELIVERABLES

Provide a high level list of “what” needs to be done to reach the project goals. Each measurable deliverable should be sufficiently detailed so all project parties will understand what needs to be achieved. Use action words (verbs) such as “deliver, provide, create, research…”

Create an office in a separate place. Keep track of the hours you work at office as you may be able to deduct for tax purposes.
Apply for a doing business as license through your county or city, according to Business.gov.
Decide whether you want to focus on residential or business customers, or both. Decide what types of packages you will pick up and deliver, such as personal gifts, checks and money orders, perishable good or body organs. Limit the weight of the items you pick up and deliver if you desire.
Create a website for your business courier service, or have a web designer create one for you. Place your website on all business cards, fliers, brochures and advertising materials

3. SCOPE DEFINITION

Document the scope of work to be delivered:
In Scope (i.e. what the project will include):
Dispatch center
Hired employees to work the phones.
More corporate business accounts
Long-term contracts, offering a discount on single deliveries.

Out of Scope (i.e. responsibilities, activities, or deliverables that are not part of the Project):

Organizing and carrying out administrative aspects of shipments for companies as well as individuals.

Providing consulting services or acting as an agent on behalf of the client.

Providing customers secure short- or long-term storing and warehousing, which includes wooden or steel containerized storage equipment.

4. PROJECT MILESTONES

Identify the significant project milestones.
List the types of services you want to provide, such as package/letter, human organ or time-sensitive materials delivery.
List your hours of operation and whether you will offer different delivery options, such as one-hour delivery or overnight service. Also, list all start up and overhead costs, such as car maintenance, gas, employee wages, if you are hiring employees, and rent if you are opening a storefront and list ways to market your courier service. In the last section, provide an estimate of your first year 's earnings and the number of courier assignments you will have to complete to achieve this goal.

5. ASSUMPTIONS, CONSTRAINTS & DEPENDENCIES

Identify the assumptions that were made to form the basis of defining scope and any that will be made for the purposes of planning the project. List any constraints on the project or dependencies on resources or funding to the project (e.g. time, cost, dates, regulatory issues).

We may charge less for delivery than for a heavier package. If customer is offering same-day or one-hour delivery, we will consider the time and effort it will take to provide these services and price them accordingly. The company will take into consideration the cost of gas and vehicle maintenance when creating a price structure.

6. RELATED DOCUMENTS

Reference any related documents that were used to define scope and assumptions.
Not
Applicable

7. PROJECT ORGANISATIONAL STRUCTURE

Identify the key stakeholders and team members by function, name and role.

Function
Name
Role
Take account of all the money being processed
Jonny raw
Accountant
Follow what the manager says and his own decisions
Michael Flaw
Vice - manager
Make new decisions for business development and solve problems
Jim trainer
Manager

8. PROJECT AUTHORISATION

Approved by:
Business Manager

Jim trainer
Date
26/11/14

Project Manager

Jim Trainer
Date

26/11/14

Task 2 Template 1: PROJECT PLAN TEMPLATE

Title:
New contracts and drivers
Background/Context:

The company might need new drivers and labour for the business challenges in market.
Objective:
To be national delivery company that can handle every kind of job.
Target Outcomes
Growth of the business and employment opportunities.
How will the success of the project be measured:

The success of the project will be measured by the Manager of the company and he can do this job with the help of the staff. The, monthly records will be compared to that of other companies and hence this can provide the owner with the data he needs.
Output(s):
Outcome of the project will depend directly on the kind of drivers we get.
Governance:

A guideline significantly enhances the quality of information investors receive about the long-term health and strategy of listed companies, and raises the bar for risk management.
Reporting Requirements:

Reliable and motivated sub-contractors with a good knowledge of the metropolitan area
Obtain their rates for various package sizes, client types and mileage, if applicable. Price your services comparable to these other courier businesses
Resources:

Small businesses, office complexes, hospitals and schools to procure commercial clients. Leave a business card and brochure with the owner or business manager
Stakeholders & Communication Strategy:

Stakeholders are the staff and executives of the truck company, who will normally be engaged formally and informally in a manner consistent with daily business. The Blueprint implementation communications plan will include dedicated activities for engaging internal stakeholders, and where possible leverage existing communication forums and channels.
Assumptions and Constraints:

The company will charge less for delivery than for a heavier package. If customer is offering same-day or one-hour delivery, we will consider the time and effort it will take to provide these services and price them accordingly. The company will take into consideration the cost of gas and vehicle maintenance when creating a price structure.
Major Risks & Minimisation Strategies:

In today’s globally interdependent market place, risks to businesses are no longer isolated by industry or location. They are becoming more complex and harder to predict. Even the most seasoned risk managers find it a challenge to anticipate and respond effectively to the increasingly expansive and evolving threats to their businesses.
Risk Management:

It 's important to allocate some time, budget and resources for preparing a risk management plan and a business impact analysis. This will help you meet your legal obligations for providing a safe workplace and can reduce the likelihood of an incident negatively impacting on your business.
Issues Management:

Developing effective conflict resolution skill sets are an essential component of a building a sustainable business model. Unresolved conflict often results in loss of productivity, the stifling of creativity, and the creation of barriers to cooperation and collaboration.
Related Projects:

The team will be focussing on the single project.
Guidelines/Standards:

The company know customer want to get your goods delivered safely to their destination in the same condition it was sent. When using our Online Self-Service you need to do your part by reviewing our packaging guidelines and standards - this will not only reduce the risk of damage to your goods but also minimise the risk of delay.
Quality Control:

The quality of the services will be directly dependent on the experience of the driver and labour but the training given to them will help them to do good job.
Capturing the Lessons Learnt:
The project will tell the importance of the customer service and the daily needs of them.

Project Activities & Milestones:
ID
Description
Who
Scheduled Start
Scheduled Finish
Predecessor
1
Interviewing drivers
Manager
23/11/14
24/11/14
Owner
2
Arranging contracts
Vice- Manager
3/11/14
5/11/14
Owner
3
Making delivery plans
Map Manager
25/11/14 (Morning)
25/11/14 (Evening)
Owner
4
Gathering tax invoices
Accountant
At the start of business
N/A
Accountant
5
Sending the delivers to customer
Drivers
At the start of business
Every day evening labour Task 2 Template 2: Project Resource Plan Template
Project Name:
New contracts and Drivers
Date:
23/11/14
Project Sponsor:
Owner (Peter Piggott)
Project Manager:
Jim Trainer
Human Capital
Role Title
Role Responsibilities
Suitable Person(s)
Required Knowledge/Skills
Required
Start Date
Labour
Handling heavy furniture
Experienced staff
Experience in loading and unloading
25/11/14
Driver
Driving up to customer house
Drivers having heavy license
Great driving experience
25/11/14

Plant & Equipment
Equipment
Type
Amount
Required
Equipment
Specifications
Equipment Provider/Location
Required
Availability Date
Trucks
10
Nissan Trucks (MR)
Trucks agency
23/11/14
Trolleys
20
Bunning’s trolley
Bunning’s Store
24/11/14
Safety Blankets
50
Normal
Bunning’s store
24/11/14
Safety gloves
20 pairs
Heavy equipment
Bunning’s store
24/11/14
Tools box
11 ( 1 Spare)
Normal
Bunning’s store
24/11/14
Materials
Item
Type
Amount
Required
Item
Specifications
Item Provider/Location
Required
Availability Date
Furniture
Depends on company
The partner companies mentioned
The company’s store or warehouses
25/11/14

Resource Assumptions
The resources are
Drivers
Labours
Furniture delivery contracts
Resource Constraints
The constraints are
Other competitors
Initially, non-advertised
Resource Plan Approval
Project Sponsor Name
Jim trainer
Project Sponsor Signature

Date:
25/11/14
Project Sponsor Comments
I’ll try my best to give the suitable results to the owner of the company.

Task 2 Template 3: Project Risk Schedule
Risk
Description
Risk Category
Priority Status
(High /
Medium /Low)
Preventative and/or Contingent Actions
Person(s) Responsible
Resource Requirements
Target Control
Implementation
Date
Comments
Resources, market environment
Enterprise
High
Prepare set of action plans
Enterprises
Drivers and labour
30/11/14
N/A
Execution of business functions
Operational
Medium
Prepare Action plans
Manager
N/A
1/12/14
N/A
Market risk and credit risk
Financial
High
Minimizing exposure of risk
Financial risk manager
Exchange and liquidity
1/12/14
This is very important to minimize
Adverse financial circumstances
Quantitative
Low
Ascertain the possibility of risk
Manager
No resources
2/12/14
Can’t be done without manager’s help

Task 2 Template 4: Project Budget
Expenses
Period
(Week/Month)
1
Period
(Week/Month)
2
Period
(Week/Month)
3
Period
(Week/Month)
4
Period
(Week/Month)
5
Period
(Week/Month)
6
Period
(Week/Month)
7
Period
(Week/Month)
8
Period
(Week/Month)
9
Period
(Week/Month)
10
Period
(Week/Month)
11
Period
(Week/Month)
12
Total
Salaries & Benefits

Wages and Salaries
120
120
120
120
120
120
120
120
120
120
120
120
1440
Payroll-Related Costs
(e.g. leave entitlements, payroll tax, superannuation)
30
40
20
30
40
20
30
40
50
60
40
30
520
TOTAL:
Salaries & Benefits
150
160
140
150
160
140
150
160
170
180
160
150
1960
Other Expenses

Truck services
0
0
0
0
0
0
200
0
0
0
0
200
400

TOTAL:
Other Expenses
0
0
0
0
0
0
200
0
0
0
0
200
400
TOTAL
BUDGET EXPENSES
150
160
140
150
160
140
350
160
170
180
160
150
2360

Task 2 Template 5: Quality Control Plan Template
Project Name:
Furniture quality
Date:
1/12/14
Project Sponsor:
Peter Piggott
Project Manager:
Jim trainer
Quality Targets
Project Deliverables
The project for the furniture deliveries will not be such an easy job.
The project will be set up before 24/11/2014 and will start to act after that.
Quality Criteria
The quality of the services will be checked by the alternative team members.
For example; the drivers will check the work of the labours and the labour will check for drivers.
Quality Control
Quality Control Techniques
The quality can be controlled by providing good equipment. The latest navigators and trucks can be bought to ensure the quality of deliveries. Moreover, the service of messaging and calling the customers can produce a positive effect for the customer.
Implementation Methods
The plan can be implemented easily by proving the informative brochures to the drivers and labours.
Frequency of Quality Control Procedures
The quality control procedure will be done after each week, this will give the employees to improve from the last performance and we will be able to get the report after small passage of time.
Quality Control Plan Approval
Project Sponsor Name
Peter Piggott
Project Sponsor Signature

Date:
2/12/14
Project Sponsor Comments
The quality of the services should be comparable to the market standards. The quality should be checked strictly for all the functions.

Task 3 Template 1: Project Status Report Template
Project Name:
Reporting status
Project Sponsor:
Alec jones
Project Manager:
Jim trainer
Report Date:
25/11/14
Report Number:
XXXX
Reporting Period:
Within 2 weeks
Completed By:
Amit Kapoor
Primary Project Updates
Recording work progress, or actuals.
Updating the project data to reflect the reported progress, referred to as Applying Actuals.
Phases, Activities, Tasks, Milestones and/or Deliverables Achieved this Period
Description
Comments
Completion

Planned Date
Actual Date
Hiring drivers
The drivers will be hired by the owner and manager
10
9
Designing run sheet
Will be done by Map manager
10
10
Managing different kinds of furniture
Done by manager and vice manager
10
10
Major Risks and Issues
(Include an Assessment of the Impact and Any Action Taken)
Risks associated with investing in any form of business and with investing in the share market generally. There is also a range of specific risks associated with the Company 's business and its involvement in the exploration of status. These risk factors are largely beyond the control of the Company and its directors because of the nature of the activities of the Company.
Comments, Recommendations and Requests
No comments
Tasks, Milestones and Outcomes Scheduled for Next Period
Description
Comments
Scheduled Completion Date
Organising meet with other companies
To get another contracts
29/11/14
Use of cameras in trucks
This would help for getting right information
31/01/15

Status Report Submission
Report Author’s Name
Amit kapoor
Report Author’s Signature

Date:
04/01/15
Report Author’s Role / Position
Accountant

Task 3 Template 2: Project Records Index Template
Project Record Title & Description
Record Category
Date of Issue
Version Number
Version History
Date Amendments Implemented
Person(s) Responsible
Comments
Interviewing Drivers
Interview
22/11/14
1
Version is related with the drivers
23/11/14
Interviewee
N/A
Hiring Drivers
Hire
22/11/14
1
Related with drivers
23/11/414
Interviewee
N/A
Hiring labour
Hire
22/11/14
2
Related with labour
23/11/14
Manager
N/A
Contacting with furniture companies
Communication
4/11/14
3
For contracts
5/11/14
Manager, Owner
N/A
Getting contracts from them
Approvals
20/11/14
3
For contracts
21/11/14
Manager
N/A
Contacting with truck agencies
Communication
20/11/14
4
Trucks related
21/11/14
Manager
N/A
Buying the trucks
Finalising
21/11/14
5
Buying process
22/11/14
Owner
N/A
Buying equipment required
Finalising
21/11/14
5
Buying process
22/11/14
Owner
N/A

Task 3 Template 3: Project Expense Register Template
Activity Description
Expense Type
Expense Description
Expense Amount
Approved
Approved By
Payment Status
Payment Date
Payee & Payment Method
Fuelling trucks per week
Financial
Filling the diesel in the trucks
$6000
Y
Owner
Paying
N/A
Owner, Credit
Buying trucks
Financial
Spending money on the trucks
$7,000,000
Y
Owner
Paid
20/11/14
Owner, Direct debit
Buying equipment
Financial
Money for trolleys and safety gloves
$3000
Y
Manager
Paid
20/11/14
Owner, direct debit
Ordering company shirts
Financial
Money for brand name shirts
$3000
Y
Manager
Paid
15/11/14
Owner, Direct debit
Paying to drivers per week
Financial
Weekly pay
$12000
Y
Owner
Paying
N/A
Owner, Direct debit on TFN
Labours per week
Financial
Weekly pay
$8000
Y
Owner
Paying
N/A
Owner, direct debit on TFN

Y / N

Y / N

Y / N

Y / N

Y / N

Y / N

Y / N

Y / N

Y / N

Y / N

Y / N

Y / N

Y / N

Y / N

Y / N

Y / N

Y / N

Y / N

Y / N

Y / N

Task 3 Template 4: Issue Register Template
Issue Description
Raised By (Name / Role)
Date Raised
Impact of Issue on Project
Priority Status
(High/Medium/Low)
Action Required
Person(s) Responsible
Target Completion Date
Experienced drivers shortage
Manager
2/11/14
Business not grows
High
Advertisement
Manager
4/11/14
Labour not willing to work hard
Manager
3/11/14
Have to find more workers
High
Increase pay rate
Owner
5/11/14
T-shirts not available on time
Vice Manager
1/11/14
Not a big issue
Low
Use basic ones
Manager
3/11/14
Search of reliable trucks
Owner
14/11/14
Searching for another companies
Medium
Google all the brands
Manger
16/11/14
Old employees leaving
Manager
13/11/14
Employees fed up of this change
High
Incraesing their pay rate
Owner
15/11/14

Task 3 Template 5: Project Closure Report Template
Project Name:

Project Sponsor:

Project Manager:

Report Date:

Completed By:

Reason(s) for Closing the Project

Closure Activities
Project Staff
Describe what steps are being taken to manage the movement of project staff from the project to other roles, including the timing of their move, the capture of their project knowledge and handover of that knowledge

Issue Management
Identify any outstanding issues and who will continue to progress the issues.

Risk Management
Identify any risks which will transfer to an operational area and who has responsibility for monitoring them.

Financial Management
Identify any outstanding financial issues and how they will be handled.

Resource / Asset Management
Describe any resources and assets which were acquired for the project, and who will take ownership of them upon completion of the project.

Records Management
Identify what arrangements have been put in place for the storage, security and backup of hard copy and soft copy (electronic) records and project documents. Identify who is responsible for these activities.

Post-Project Responsibilities
List any matters that are outstanding, what actions are required to address them and who is responsible. This should include things that are outstanding or have not been formally agreed prior to this stage such as outcomes yet to be achieved, outputs not yet delivered, maintenance of the outputs or other operational matters such as meeting future training requirements.

Project Review
Highlights and Innovations
Describe the highlights of the project and any innovations used or developed by the project.

Performance against Objectives
Summarise the actual performance of the project against the planned performance.

Performance against Outcomes
Describe the actual performance of the project in relation to the achievement of targeted outcomes. Were all planned targeted outcomes achieved, to what degree?

Performance against Outputs
Describe the actual performance of the project in relation to the delivery of the outputs. Were all planned outputs delivered, to what degree? Were they all accepted? Did the quality of the outputs meet expectations?

Performance against Budget
Where a separate budget allocation has been made describe the actual performance of the project against the project budget.

Lessons Learned
Describe the project management and quality management processes that were perceived to be inappropriate and/or ineffective for the project, as reflected by the stakeholders and the project records/documentation.

Recommendations

Appendices
Appendix #
Appendix Title
Description

Report Submission
Report Author’s Name

Signature

Date:

Role / Position

Report Title:
…
Subtitle:
…

Written By:

Date:

Executive Summary:

An Executive Summary provides a quick overview of the content of your report and is usually written after your report has been completed. It should be brief, concise and informative in terms of summarising the: Purpose of the report; Sources of information used; Project specifications / hypotheses and findings; and Conclusions and recommendations. It is not an Introduction to the topic. A person who might not have time to read the full report should be able to get the gist of the whole report by reading the Executive Summary.

…

Table of Contents:

The Table of Contents lists the sections of the report in the order in which they appear (and worded exactly as they appear in the report). Each section is numbered consecutively and corresponding page numbers are indicated. A list of figures and tables provided in the report (i.e. Appendices) is added at the end of the Table of Contents.

1. Introduction
i. Purpose of the Report ii. Background Information iii. Scope of the Report iv. Assumptions and Limitations
v. Definitions of Terms / Concepts Used in the Report

2. Methodology

3. Findings
i. … ii. …

4. Discussion
i. … ii. …

5. Conclusions
i. … ii. …

6. Recommendations
i. … ii. …

7. References

8. Appendices
i. Appendix 1 ii. Appendix 2 iii. Appendix 3 iv. …

Introduction:

The introduction marks the beginning of the main section of your report. It should clearly state what you intend to discuss, providing the necessary information for the reader to understand the report.

Purpose of the Report:

Background Information:

Scope of the Report (i.e. what the report will cover):

Assumptions and Limitations:
(i.e. beliefs and ideas the report is based on, and identification of what the report does not examine)

Definitions of Terms / Concepts Used in the Report:

Methodology:

The methodology provides a description of the method of research (or monitoring, measurement and evaluation) that was used and outlines the sources of information that were found. It should provide the reader with enough information to allow them to undertake the same process. Put simply, this section summarises what was done and why. When writing the methodology, you should ask yourself the following questions:
When and how was the information obtained?
Where was the information obtained?

Findings:

This section of the report is used to present the facts and results that were obtained as a result of your research and investigation. This overview of information should also include any major trends or outcomes that you have discovered and be supported by evidence in the form of tables, diagrams and/or charts.

Discussion:

The discussion is an analysis and evaluation of your findings in relation to the purpose of your report. You are required to discuss and explain your findings and relate them to previous research. You should present your expert opinion and provide an explanation for your findings and their impact on a specified issue and/or your organisation. Graphs and diagrams can also be used to support your argument.

Conclusions:

This is a summary of your discussion, findings and inferences. These logical conclusions should emphasise the importance of the subject to the reader and any wider considerations that your report may have impacted upon should also be mentioned.

Recommendations:

Recommendations are suggested actions that should be taken (i.e. suggestions for future action), logically based on the findings and inferences made from your report. They should be specific, logical, realistic and stated in order of importance. Clearly state what you think should be done.
Note: Recommendations do not contain justifications, but are merely action statements. If an explanation is required, it should be addressed in the discussion section of the report.

References:

Any sources of information that you have used or mentioned in your report must be acknowledged in the references section. References are organised alphabetically and listed according to a specific referencing style (e.g. Harvard).

Appendices:

Appendices provide the reader with additional information such as charts, tables, photographs and the like that support the content of the report. They are included in the appendices so as not to disrupt the flow of the discussion or overwhelm the reader.

Appendix 1: …(title)…

Appendix 2: …(title)…

Appendix 3: …(title)…