Bsbpmg634 Task 2-4 (Brief)
Bsbpmg634 Task 2-4 (Brief)
Bsbpmg634 Task 2-4 (Brief)
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Candidate Instructions
This assessment task is designed to test your skills infacilitating stakeholder engagement as required by
the unitBSBPMG634Facilitate stakeholder engagement. Your trainer/assessor will be assessing your work
and provide you with constructive feedback on Canvas. This task will assess your skills to:
Communicate with stakeholders
Undertake stakeholder commitment
Assess effectiveness of stakeholder engagement
In this assessment you will analyse the provided case, undertake research,and complete all partsof the
project to demonstrate your skills in facilitating stakeholder engagement.
Given your personal conditions, your trainer/assessor should also be able to make some reasonable
adjustments in undertaking the tasks of this assessment. You should check with your trainer/assessor
about the conditions under which the tasks should be completed, and the possible adjustment they can
make in undertaking these tasks.
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Getting Started
The assessment may be re-attempted on two (2)further occasions (maximum three attempts in total). All
assessments must be resubmitted three (3) days within receiving your unsatisfactory grade. You must
clearly indicate “Re-submission” on your resubmitted work.
You must complete all questions unassisted by the assessor or other personnel but may refer to
reference material as may be needed. All questions must be answered satisfactorily for the assessment to
be completed satisfactorily.
For any assessment conducted that is incomplete, or without satisfactory performance, the assessment
will need to be completed again after further training support. This may be simply to focus on question
areas not achieved in the prior assessment.
Word count
In this assessment some of the questions include a word count. This is a guideline only, but your answers
should not vary substantially (i.e. +/- 10%) from the word count provided. Microsoft Word includes a
word count tool.
Candidate name:
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Candidate ID:
Trainer’s Name:
Date Submitted:
Candidate declaration: I declare that:
I have read and understood all the information provided in relation to
the assessment requirements to complete this unit, the instructions
and the purpose and processes of undertaking this assessment task
This assessment is my own work and where other’s works or ideas have
been borrowed, I have appropriately referenced or acknowledged them
I understand that plagiarism is a serious offence that may lead to
disciplinary action.
Candidate signature:
Task 2–Part A
Complete the following activities:
For all Grow Management Consultants’ projects to be financially viable and inclusive
The CEO has given you their full support, and will participate, and/or intervene, whenever
you consider it to be necessary.
Your assessor will give you the place, date, and time of the meeting.
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You will use this information to help you develop a program communication report
following the meeting, so read through the next activity and the Program Communication
Report Template prior to the meeting.
Company Information
Strategic Plan
Style Guide
As the other two Project Managers are travelling, you only have the opportunity to meet
with Donna Chisholm prior to writing the communication report.
Ask the stakeholder what their interests and expectations are. Take note of these in your
program communication report.
Before concluding the meeting, agree on the communication approaches that will be
established and followed. These approaches should be in accordance with organisational
policies and procedures
During the meeting, you are required to demonstrate effective communication skills
including:
(If you are completing this unit online participants can include friends, family
members, work colleagues or other learners. Minimum 3 participants are needed
to conduct the role play including yourself).
The features of the following company documents that are relevant for the key
program objectives:
o Project Management Policy and Procedures
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objectives as set out in the strategic plan.
(If you are completing this unit online participants can include friends, family
members, work colleagues or other learners. Minimum 3 participants are needed
to conduct the role play including yourself).
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2. Review the Program Communication Report.
Following the meeting, review your report, adding information and ideas that were
generated.
Consider, and refer to, the stakeholders’ interests and expectations when finalising your
report. Address the variances you have found between the Project Managers’ expectations
of the program.
This activity requires you to write an email to the Project Managers (your assessor), setting up one of the
communication approaches you described in your Program Communication Report.
If you have found resistance to your approach, escalate the procedure to include the CEO’s
participation.The approaches that you implement should support the company’s business objectives.
(Appendix E)
Task summary
You arerequired to evaluate the success of their program communication approaches and to recommend
improvements that could benefit programs in the future.Part B is to be completed using ‘Grow Management’
simulation.
Required
Stakeholder Engagement Review Template
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Carefully read the following.
Six months have passed since you started to implement your program communication
plan.
You have asked the Project Managers for their feedback on the program’s progress, and
you have received a document from each of them. To comply with the program
communication plan, you are required to evaluate your approaches and recommend
improvements for future reference.
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Appendix A -Program communication report
Introduction
Clearly state the reason and context for this program, including the desired outcomes.
Mentoring training
Coaching
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Management consultation
Grow Management Consultants encourages and nurtures a culture ensuring its team is dynamic and
innovative and maintains the highest possible client service standards.
Features of Project Management Policy and Procedures
1. Purpose and Scope
2. Aims and Objectives
• is able to meaningfully control its projects,
• understand the justification for the project,
• identify the resources necessary for its delivery
• evaluate their success,
• demonstrate the above to outside bodies.
The document will provide clear guidance and best practice on:-
• Defining a project and producing a business case
• The processes employed to execute a successful project.
• Roles and responsibilities of the project team
3. Defining a Project
A Corporate Project is defined as containing the following features:
I. A clearly defined business case which is regularly reviewed to assess its on going viability
II. A defined start and end.
III. Defined and measurable outcomes.
IV. A project plan containing activities in order to achieve the outcomes specified and against which
progress can be measured
V. An analysis of risk and steps to avoid or mitigate
VI. A defined budget, or other definition of resources available to complete the project
VII. A temporary management control structure with clear and accepted roles and responsibilities of
the project management team
4. Procedure
4.1 Business Case
4.2 Management Structure
-Project Sponsor. - Project Manager. - The Project Board.
4.3 The Project Brief
4.4 The Project Plan
4.5 Risk Assessment
4.6 Project Managers Report
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4.7 Project Closure
5. Project Processes
A corporate project will have the following outline:
Ensure that the objectives have been met, ensure that it has been handed over to the user, identify
any follow on actions or lessons learnt, gain formal sign off from the project board, archive all
records. Key to a successful Risk register is the development of actions to mitigate or remove the risks
identified. Project Manager manages Project resources to deliver project Board have responsibility to
ensure project remains on target for completion of key deliverables within time/ budget and
brief. The Board will consider consultation with SMT should the project brief become no longer viable
and gain approval for any significant changes.
Stakeholder communication
Identify the program stakeholders and what their communication needs are in terms of meeting the program’s
objectives.
Stakeholder communication refers to the regular exchange of information between the company and
its stakeholders. For effective, targeted stakeholder communication, it is important to know who the
stakeholders are and what their goals, motives and attitudes are. This is the task of stakeholder
identification and stakeholder analysis.
New approaches
Describe at least three new approaches you could take to positively influence the Project Managers’
commitment to the program’s objectives.
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Waterfall: Perhaps the most common way to plan out a project, the Waterfall method is a
simple sequential approach. Each project phase must be completed before beginning the next
one, leading to the end deliverable. These project plans can be easily replicated for future use.
Critical path method: Similar to the Waterfall methodology, the critical path method is a
sequential approach that allows project managers to prioritize resources, putting more emphasis
and investment into the most important work and rescheduling lower-priority tasks that may be
slowing down the team.
Scrum: This practice disperses the traditional responsibilities of the project manager among
the team members, with a Scrum master serving as a leader and facilitator.
Kanban: Suited for projects with priorities that can frequently change, Kanban is similar to
Scrum but progresses continuously, rather than in predefined sprint periods. Work is pulled in
when needed and when capacity allows.
Appendix B - Email
CC: [email protected]
Send
BCC: [email protected]
A meeting of stakeholders was held. In this meeting the program progress was
communicated. The background and context of the program was specified. Later, the main
stakeholders were identified and moreover, their interaction and communication process
was defined too.
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The new approaches were also adopted to influence the project manager to enhance their
level of commitment with the assigned program or project. It was laid emphasis that an air
of trust should be built among the stakeholders.
Please find it.
Eagerly waiting for you precious response and feedback.
Feel free to contact in case of any query.
Amir Alam
Project Manager.
Introduction
Clearly state the reason and context for this program, including the desired outcomes.
KYCIT is a comprehensive global search platform that enables you to perform due diligence on the
companies and customers you’re doing business with, no matter where they are in the world.
Our global KYC (Know Your Customer) search integrates with your practice management system and
allows you to conduct all of your international company searches in one quick step. KYCIT provides
real-time, uniform information from a range of jurisdictions all over the world which can easily allow
you to identify beneficial owners and related subsidiaries.
InfoTrack’s alliance of offices around the world provides direct links into key data sources, agents and
registries, removing the need for you to access multiple websites to obtain your data. KYCIT utilises
smart technology to access global repositories and ensure that you are reliably informed and
receiving the highest quality of information and service.
Stakeholder communication
Identify the program stakeholders and what their communication needs are in terms of meeting the program’s
objectives.
A project is successful when it achieves its objectives and meets or exceeds the expectations of the
stakeholders. They are the people who are actively involved with the work of the project or have
something to either gain or lose as a result of the project. However, you negatively affect residents
who live near the highway during your project and after your project with far-reaching implications .
Top Management
Top management may include the president of the company, vice-presidents, directors, division
managers, the corporate operating committee, and others. These people direct the strategy and
development of the organization.
The project team is made up of those people dedicated to the project or borrowed on a part-time
basis. As project manager, you need to provide leadership, direction, and above all, the support to
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team members as they go about accomplishing their tasks.
Your Manager
Typically the boss decides what the assignment is and who can work with the project manager
on projects. Keeping your manager informed will help ensure that you get the necessary resources to
complete your project.
Peers
Peers are people who are at the same level in the organization as you and may or may not be on the
project team. These people will also have a vested interest in the product.
Resource Managers
Because project managers are in the position of borrowing resources, other managers control their
resources. So their relationships with people are especially important.
Politics of Projects
Many times, project stakeholders have conflicting interests. It’s the project manager’s responsibility
to understand these conflicts and try to resolve them. It’s also the project manger’s responsibility to
manage stakeholder expectations. Be certain to identify and meet with all key stakeholders early in
the project to understand all their needs and constraints.
Identify all the relevant stakeholders. Because any of these stakeholders could derail the project,
you need to consider their particular interest in the project.
Once all relevant stakeholders are identified, try to determine where the power lies.
In the vast cast of characters, who counts most?
Whose actions will have the greatest impact?
Identify goals
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Managing Stakeholders
Often there is more than one major stakeholder in the project. An increase in the number of
stakeholders adds stress to the project and influences the project’s complexity level. The business or
emotional investment of the stakeholder in the project and the ability of the stakeholder to influence
the project outcomes or execution approach will also influence the stakeholder complexity of the
project.
New approaches
Describe at least three new approaches you could take to positively influence the Project Managers’
commitment to the program’s objectives.
Include declaration form of beneficial owner as a part of initial KYC process, in corporate
customer form.
While implementing a system, banks must ensure at least 25% ownership is identified as per
the international standards.
The bank should also collect the organization chart as part of the business formation
document on all entities in the hierarchy.
Shell companies (which can be established with various forms of ownership structure),
especially in cases where there is foreign ownership that is spread across many jurisdictions.
Complex ownership and control structures involving many layers of shares registered in the
name of other legal persons.
Bearer shares and bearer share warrants.
Unrestricted use of legal persons as directors.
Formal nominee shareholders and directors where the identity of the nominator is
undisclosed
Informal nominee shareholders and directors, such as close associates and family
Trusts and other legal arrangements which enable a separation of legal ownership and
beneficial ownership of assets
Intermediaries used in forming legal persons, including professional intermediaries.
Appendix D - Email
CC: [email protected]
Send
BCC: [email protected]
Respected Sir,
Hope so my email will find you in good health.
I recently have completed by report regarding communication among the stakeholders. It
includes the context and introduction of the program, the required outcomes and
identification of stakeholders, and their way of communication is also mentioned.
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Moreover, some new approaches are also proposed, such as building trust and healthy
competition and idea of informal friendly gathering for an effective communication process
to be carried out.
The complete report is hereby submitted to you. Please find the attached here with.
I request you send your feedback and valuable opinion and approval so that we can move
forward in execution of the project.
Feel free to contact me in case of any query.
Best regards
Amir Alam
The project Manager
Appendix E - Email
CC: [email protected]
Send [email protected]
BCC:
A Letter to the Chief Executive
Subject
Dear CEO,
I’ve been reflecting on the recent board meeting. We were all encouraged by the third-
quarter revenue numbers and the improving forecast for the year. The stabilization of our
gross margin, despite the price cuts, speaks well of your latest cost reduction initiatives. On
the whole, I think we can safely assume we’ve weathered the current storm. However, while
we can all be grateful for the recent signs of an upturn in our performance, I suspect the next
year or two will hold many challenges.
Indeed, the stabilization of our situation offers only a brief reprieve, if any at all. Like many
companies these days, we have a workforce that remains fragile after surviving rounds of
layoffs. We operate in an industry that still has decidedly too much capacity. And we are
embroiled in a market share battle that shows no signs of abating. I’m not sure if anyone really
knows which of our competitors started the price war—for all I know, we did—but we’ve only
just begun to see the effects on margins and market share. Furthermore, some of our
competitors’ recent earnings restatements and their use of “creative” accounting will surely
bring more scrutiny to our company in the months ahead. In short, you’ll have your hands full
indefinitely.
Waiting for your kind reply and precious feedback.
Best regards
Amir Alam
Project manager
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Appendix F- Draft program communication report
Project managers are in desparate need of a tool to help them save time and bridge the gap between
different interfaces which they use to document, present to the business and manage their projects.
Mind manager x5 Pro appears to be a viable solution. But it is of utmost importance that before
rolling out the solution in the business that the solution be evaluated in the specific environment.
Mind manager x5 Pro makes certain claims that must be confirmed. Furthmore the software will be
evaluated against best practices criteria in the field of change communication, facilitation and project
management.
Managing of the projects is part of the project manager’s job. The program manager’s
interaction with the project managers and their teams is at a level where the program
manager is focused on the program level outcomes and benefits. So, this means focusing on
the project outcomes translate into program benefits and integrate with the overall
program’s outcomes and benefits. It’s the project manager’s task to focus on the lower level
deliverables and to map those deliverables to the program level benefits.
The program manager’s primary task is to know of the interdependencies between various
projects and other program components. These program manager must identify and reconcile
those interdependencies between projects to ensure smooth completion of projects as well
as to ensure that the delivery of the overall program benefits isn’t impacted.
The program manager’s task is to resolve issues that are escalated from projects to a program
level, especially if those issues impact multiple projects across the program.
The program manager must provide guidance to all the project managers on how he or she
expects the flow of communication and other information to be between the projects and the
program teams. For example, in this context, the program manager may define the
communication of progress reports from the project teams, escalation of issues and risks, and
so on.
In defining the overall interaction between the program and the components and projects,
the program management team preferably defines a mapping between the program
governance processes and the project management processes. This mapping clarifies the
overall interaction between the two teams.
Recommendations
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Give at least two recommendations for future stakeholder engagement based on your findings.
Provide orientation to the program (e.g., Effective Health Care and Systematic Evidence Reviews)
Communicate scope, aims, and desired product/outcome of engagement
Delineate stakeholder roles, responsibilities and expectations
Describe extent of commitment, including methods of engagement (e.g., single Webinar on a
specific date), frequency of activities, project schedule
Explain compensation plan, if any (e.g., travel reimbursement, honorarium or other
compensation)
Inform of conflict of interest disclosure requirements
Provide contact information for project team (e.g., e-mail address and phone number of
investigator and research staff contact)
Appendix G - Email
CC: [email protected]
Send [email protected]
BCC:
Approval Required on Communication Plan To: Project Managers
Subject
of Grow Management Consultants
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