Company Sponsored Competency Based Workplace Assessment

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1 Company Sponsored Competency Based Workplace Assessment Recognition of prior learning Advanced Diploma of Project Management (Master Project Director) Diploma of Project Management (Registered Project Manager) Certificate IV in Project Management (Qualified Project Practitioner)

2 Summary of the 4 step assessment process Step 1 2 hour Introduction to Assessment Step 2 Agree on portfolio evidence (2 Hrs) Step 3 Coaching to gather portfolio of evidence Step 4 2 hour workplace Assessment Receive credit towards a Masters in Project Management University of Adelaide Australian PM AIPM RegPM Qualification awarded Certification awarded And / or On line bridging course with UA STEPS TO PERFORM EACH OF THE KEY SERVICE ACTIVITIES Step 1 Introduction to Workplace Assessment This is conducted as a group briefing sessions, for 2 hours METHOD: OUTCOME: Workshops will be organised in groups between participants to give them an overview of the assessment objective, the overview of the qualification framework, the benefits for the Company and for the individual, the process involved including the appeals processes. A presentation briefing to cover the following topics Background to workplace assessment and coaching Organisational aspirations for Project Managers Overview of the PM qualification

3 Benefits of workplace assessment and coaching Assessment Process (maximum ** months) Step 2 Agree on portfolio evidence This step will take the candidate and the assessor to agree on the type and level of evidence that the candidate will present during the formal assessment in step 4. METHOD: OUTCOME: The candidate and the assessor will review and agree on the type and level of evidence required by the candidate to develop to demonstrate his / her competency in Project management at the AQF level being assessed on. An agreed forms of evidence that the candidate will prepare for the formal assessment. If gaps are identified, this may lead into project management development paths. Suggested development paths could be Additional Reading (I.e. PMBoK 2004) Project Management Training Coaching On the job experience Step 3 Coaching and gathering evidence portfolio Coaching is available to participants to gather their portfolio of evidence METHOD: An initial one on one interview will be conducted with the candidate by bluevisions staff to obtain agreement on the suitable qualification level. This is the opportunity to agree on the form of evidence to be provided to the Assessor during the formal Assessment. To assist the candidate, coaching is available to participants to gather their portfolio of evidence for the formal Assessment OUTCOME: Record of initial interview The candidate will be provided ONE-on-ONE coaching to gather the evidence This coaching session will help to fill the potential GAPS in the competency of the candidate

4 Agreement on the level (4,5 or 6) to be assessed Agreement on the evidence to be provided by the candidate Step 4 Workplace assessment METHOD: OUTCOME: A 2 hour formal assessment with the candidate In a secured and quite environment, the candidate is interviewed by bluevisions qualified Assessors and the candidate presenting their portfolio of evidence. The candidate will be informed whether they are competent, partially competent or not yet competent. Appeals process is re-iterated to the candidate to ensure fairness of the assessment process. Evidence is provided by the candidate Competent, Partially Competent or Not Yet Competent decision is made Appeals process (if judged Not yet competent) is re-iterated The Assessor will sign off interview report.

5 Training / Assessment Enrolment Form Instructions: Fill in all sections clearly and carefully by writing in block letters. Information requested on this form is for national database and tracking purposes and assists in ongoing qualification issuance as required. All data is confidential and is not forwarded to any other party with the sole exception of the national statistical database to inform future federal funding in Vocational Training. 1 PERSONAL DETAILS Title: (Please tick) Mr Mrs Miss Ms Dr Other Family Name: Given Names: Residential Address: Post Code: Postal Address: Post Code: Phone Numbers: Home Work Mobile Date of Birth Gender: Emergency/Next of Kin Contact Details: Name Phone: 2 COURSE DETAILS Name of course/qualification currently undertaking: Date of enrolment: Training Agreement No. (Applicable to Traineeships Only) 3 EMPLOYMENT DETAILS Business Name: Contact Name: Address: Town/Suburb Telephone: 4 LANGUAGE AND CULTURAL DIVERSITY Are you of aboriginal or Torres Strait Islander origin? (For persons of both Aboriginal AND Torres Strait Islander origin, mark both Yes boxes) No Yes, Aboriginal Yes, Torres Strait Islander Were you born in Australia? If not, please specify? Do you speak a language other than English at home? No, English only (Go to disability section) Yes, other please specify How well do you speak English? Very Well Well Not well Not at all

6 5 DISABILITY Do you consider that you have a disability, impairment or long-term condition? (You may indicate more that one area) No Vision Hearing/Deaf Physical Medical Condition Other Intellectual Mental Illness Learning Acquired Brain Impairment 6 EDUCATION What is your highest completed school level? In which year did you complete that school level Completed year 12 Completed year 11 Completed year 10 Completed year 9 or equivalent Completed year 8 or lower Did not go to school Are you still attending secondary school? Yes No Have you completed any of the following qualifications? Yes (please tick ANY applicable boxes) Bachelor Degree or Higher Degree Advanced Diploma or Associate Degree Diploma (or Associate Diploma) Certificate IV (or Advanced Certificate/Technician) No ( Go to the Employment section) Certificate III (or Trade Certificate) Certificate II Certificate I Certificates other than the above 7 EMPLOYMENT Of the following categories, which best describes your current employment status? (Tick ONE box only) Full-time employee Part-time employee Self employed not employing others Employer Employed unpaid worker in a family business Unemployed seeking full-time work Unemployed seeking part-time work Not employed not seeking employment 8 STUDY REASON Of the following categories, which best describes your main reason for undertaking this course/traineeship /apprenticeship? (Tick ONE box only) To get a job To start my own business To get a better job or promotion I wanted extra skills for my job For personal interest Other reasons To develop my existing business To try for a different career It was a requirement of my job To get into another course of study For self-development 9 DECLARATION I understand that information contained in these forms may be provided to State and Commonwealth agencies and research organisations and I consent to that occurring. I certify that all details provided on these forms are correct. Signed: Date:

7 Rules of evidence Valid: Aligned to the performance criteria Sufficient : At least 2 completed concurrent projects (or 1 Program) combined with other methods of assessment Current: Projects or Program completed in the last 3-4 years Authentic: Work was carried out by the candidate. Validation of evidence by third party may be necessary Typical documents that may be used as evidence IMPORTANT NOTE: Evidence may be organised by PM Body of Knowledge (as below) or by Project Phase (Ex. Concept, Development, Implementation and Closing phases) Integration Management Cost Management Communication Management Business Case Project cost estimate Communications plan Project Initiation Report Approved budget Project Progress Report Project Charter Updated cash flow statement Review of Project lessons learned Project Management Plan Earned value measurements Risk Management Scope Management Quality Management Project Risk Management Plan Project scope statement including WBS & deliverables Project quality plan Updated risk action Project authorisation Inspection & test plans Lessons learned Constraints & assumptions Configuration management Project success criteria Audits and reviews Procurement Management Contract documentation Time Management Human Resources Management Tender or Bid evaluation Project schedule and baseline Stakeholder management plan Project procurement management plan Resource allocation Project organisational chart Contract administration & closure Updated Project schedule Roles & responsibility statements Staff performance evaluation

8 Sample certificates

9 Level 4 Certificate IV in PM Level 5 Diploma of PM Level 6 Advanced Diploma of PM INTEGRATION NA 1. Manage integration of all functions of project management 1. Direct integration of all functions of project management 2. Coordinate internal and external environments 2. Direct the internal project environment to meet external needs and expectations 3. Implement project activities throughout life cycle 3. Direct projects throughout project life cycles SCOPE 1. Contribute to scope definition 1. Conduct project authorisation activities 1. Recommend project authoristation to client 2. Apply project scope controls 2. Conduct project scope definition activities 2. Define and plan program scope 3. Manage application of scope controls 3. Manage program scope TIME 1. Assist in the development of project schedules 1. Determine project schedule 1. Direct project schedules development 2. Apply agreed schedules 2. Implement project schedule 2. Manage program schedules 3. Participate in assessing time management outcomes 3. Assess time management outcomes 3. Analyse time management outcomes COST 1. Assist with the development of the project budget 1. Determine project costs 1. Direct project budget development 2. Monitor project costs 2. Monitor and control project costs 2. Manage program costs 3. Contribute to cost finalisation Process 3. Conduct financial completion activities 3. Direct financial completion QUALITY 1. Contribute to quality planning 1. Determine quality requirements 1. Direct quality requirements development 2. Apply quality policies and procedures 2. Implement quality assurance 2. Direct project quality assurance management 3. Contribute to continuous improvement process 3. Implement project quality improvements 3. Improve program and projects' quality HUMAN RESOURCES 1. Assist with determination of human resource requirements 1. Implement human resource and stakeholder planning activities 1. Direct human resources management and responsibility assignment 2. Assist with human resource control and stakeholder 2. Implement staff training and development 2. Manage program organisation and staffing management 3. Contribute to conclusion of human resource practices and stakeholder management 3. Manage the project team and stakeholders 3. Direct project staff performance management 4. Lead teams COMMUNICATIONS 1. Contribute to communications planning 1. Plan communications processes 1. Direct planning of project communications 2. Conduct information management activities 2. Manage information 2. Direct management of project information 3. Communicate project information 3. Manage project reporting 3. Manage program communications 4. Contribute to assessment of communications management 4. Assess communications management outcomes 4. Analyse communications management outcomes outcomes RISK 1. Assist with risk analysis and planning 1. Determine project risks 1. Direct planning of project risk management 2. Conduct risk control activities 2. Monitor and control project risk 2. Direct management of project risk and manage program risk 3. Contribute to assessing risk management outcomes 3. Assess risk management outcomes 3. Assess project and program risk management outcomes PROCUREMENT 1. Assist with contract and procurement planning 1. Determine procurement requirements 1. Direct planning for project contracting and procurement 2. Contribute to contractor selection process 2. Establish agreed procurement processes 2. Direct set up of contract and procurement process 3. Conduct contracting and procurement activities 3. Conduct contracting and procurement activities 3. Direct management of contract and procurement process 4. Conduct finalisation activities 4. Implement the contract and/or procurement 4. Direct management of contracts 5. Manage contract and Procurement finalisation procedures 5. Direct finalisation of contracts

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