Observation Checklist – BSBPMG623 - Manage ben-

efits
Task 2.4

Student name: ANDRES GARCIA

Student ID: 39434

Date Completed: 21/11/2020

Location: ZOOM

BSBPMG623 - Manage benefits V2 2020 Page 1

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

Schedule a suitable time with the trainer and assessor in week 4 of class to review and ob-
tain approval for the benefits statement, the benefits realisation plan and the benefits reg-
ister in simulated work conditions.

A group of classmates will play the role of senior managers in the organisation.

The trainer and assessor will observe and evaluate your performance during the Role-Play.

Before the meeting

· Prepare the drafts of the benefits statement, the benefits realisation plan and the ben-
efits register.
· Prepare to respond to objections from stakeholders.
· Prepare questions to gather feedback and insights from stakeholders.

During the meeting

· Present the benefits statement, the benefits realisation plan and the benefits register.
· Engage stakeholders effectively.
· Respond to questions and objections.
· Seek feedback and inputs into planning activities.
· Note any change/adjustments/refinements to the benefits statement, the benefits real-
isation plan and the benefits register as agreed on with stakeholders.
· Use communication techniques.
· Use negotiation techniques.
· Build rapport with the stakeholders.

After the meeting

· Record any change, refinement or updates to the benefits statement, the benefits real-
isation plan and the benefits register as agreed on with the stakeholders during the
Role-Play.

Duration: 20-30 minutes

If you are absent from class, it is your responsibility to make alternative arrangements
with the trainer and assessor to undertake the Role-Play. You may only reschedule once.

BSBPMG623 - Manage benefits V2 2020 Page 2

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

The student is required to review and obtain approval for the benefits statement, the ben-
efits realisation plan and the benefits register in simulated work conditions.

A group of classmates will play the role of senior managers in the organisation.

Observe and evaluate the performance of the student during the Role-Play.

· Print the Observation checklist before the Role-Play.

· Make sure to adjust this document to allow enough space for comments and feed-
back.
· Discuss the requirements of the Role-Play with the student to make sure that he/
she is clear on what is expected.
· Observe and evaluate the performance of the student during the Role-Play using
the checklist provided
· Ask the student to answer the support questions in this document and provide
feedback
· Discuss the feedback with the student
· All parties to sign and date
· The student to submit the observation checklist with his/her assessment

You will be looking for the student’s demonstrated ability to apply the knowledge and skills
required to consult with stakeholders to finalise the benefits statement, the benefits reali-
sation plan, the benefits register and obtain approval.

BSBPMG623 - Manage benefits V2 2020 Page 3

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

Assessor to complete –

Tasks observed and standards expected Yes /No

The student performs work in an organised manner: Yes ☒ No ☐

o Prepared the drafts of the benefits statement, the benefits realisation plan and
the benefits register.
o Prepared to respond to objections from stakeholders.
o Prepared questions to gather feedback and insights from stakeholders.

Comments:

During the meeting, the student: Yes ☒ No ☐

o Welcomes the stakeholders and explains the aim of the meeting

o Presents the benefits statement with a focus on benefits identification, trade-
offs, interdependencies between projects and data collection.
o Presents the benefits realisation plan with a focus on internal and external
context, monitoring and control, schedule, roles and responsibilities, risk man-
agement and transition.
o Presents the benefits register with a focus on the assignment of priorities
o Negotiates changes/refinements/adjustments to the benefits documents
o Demonstrates knowledge and understanding of program benefits management

Comments:

BSBPMG623 - Manage benefits V2 2020 Page 4

RTO Provider: 91153 - CRICOS Code: 02672K greenwichcollege.edu.au
 Assessor to complete –

Tasks observed and standards expected Yes /No

The student engages the stakeholders effectively: Yes ☒ No ☐

o Seeks feedback and insights

o Responds to questions and objections
o Presents information in a clear and concise manner
o Listens actively
o Uses communication techniques such as summarising, rephrasing, questioning
and active listening
o Builds rapport and trust

Comments:

The student uses negotiation techniques such as: Yes ☒ No ☐

o Is prepared to negotiate
o Has identified non-negotiable
o Is hard on the problem and soft on the person
o Uses techniques such as accept, compete, collaborate and compromise
o Listens actively

Comments:

At the end of the meeting, the student: Yes ☒ No ☐

o Obtains approval for:

o Benefits statement
o Benefits realisation plan
o Benefits register

Provided that agreed on changes are implemented.

Feedback to student

BSBPMG623 - Manage benefits V2 2020 Page 5

RTO Provider: 91153 - CRICOS Code: 02672K greenwichcollege.edu.au
 Assessor to complete –

Tasks observed and standards expected Yes /No

The student to complete - Answer /Response provided

Questions to support the observa-

tion

Why was it essential to define and Respond to questions and objections

communicate the benefits in con-
SO THE HOLE TEAM WILLBE ON THE SAME PAGE
sultation with stakeholders?

What is the most critical depen- Respond to questions and objections

dency that was identified? Why?
MAKING THINGS THE SAME AS BEFORE

How did you ensure that stake- Respond to questions and objections
holders accepted ownership of
SHOWING THEM THE BENEFITS THAT IT WILL HAVE
benefits delivery?

Give an example of a question Respond to questions and objections

from stakeholders and how you re-
HOW MUCH THIS WILL BE
sponded to it.

What did you do well? What could Respond to questions and objections
you improve?
GOOD PRESENTATION

Assessor’s feedback:

Presentsed the benefits realisation plan with a focusing on internal and external context, monitoring

BSBPMG623 - Manage benefits V2 2020 Page 6

RTO Provider: 91153 - CRICOS Code: 02672K greenwichcollege.edu.au
 The student to complete - Answer /Response provided

Questions to support the observa-

tion

and control, schedule, roles and responsibilities, risk management and transition.

The responses provide supporting evidence of knowledge and skills required to consult with stakeholders to fi-
nalise the benefits statement, the benefits realisation plan, the benefits register and obtain approval: Yes ☒
No ☐

Task Outcome

Satisfactory ☒ Not Yet Satisfactory ☐

Student signature acknowledging the feedback:

ANDRES GARCIA__________________________________

Assessor name……SADAT…………………………………………………………………………………….

Assessor signature: ………… …………………………………… Date: …………

21/11/2020………………...

BSBPMG623 - Manage benefits V2 2020 Page 7

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