BSBPMG522 Undertake project work

This unit describes the skills and knowledge required to undertake a straightforward project or a section of a larger project. It covers developing a project plan, administering and monitoring the project, finalising the project and reviewing the project to identify lessons learned for application to future projects.

This unit applies to individuals who play a significant role in ensuring a project meets timelines, quality standards, budgetary limits and other requirements set for the project.

The unit does not apply to specialist project managers. For specialist project managers, the other units of competency in the project management field (BSBPMG) will be applicable.

1. Define project
2. Develop project plan
3. Administer and monitor project
4. Finalise project
5. Review project

• define the parameters of the project including:
  • project scope
  • project stakeholders, including own responsibilities
  • relationship of project to organisational objectives and other projects
  • reporting requirements
  • resource requirements
• use project management tools to develop and implement a project plan including:
  • deliverables
  • work breakdown
  • budget and allocation of resources
  • timelines
  • risk management
  • record keeping and reporting
• consult and communicate with relevant stakeholders to generate input and engagement in planning, implementing and reviewing the project
• provide support to team members to enable them to achieve deliverables and to transition them as appropriate at completion of the project
• finalise the project including documentation, sign-offs and reporting
• review and document the project outcomes

• project management tools and how they contribute to a project
• types of documents and other sources of information commonly used in defining the parameters of a project
• processes for identifying and managing risk in a project
• organisation’s mission, goals, objectives and operations and how the project relates to them
• organisation’s procedures and processes that are relevant to managing a project including:
  • lines of authority and approvals
  • quality assurance
  • human resources
  • budgets and finance
  • record keeping
  • reporting
• legislative and regulatory context of the organisation in relation to project work, including work health and safety (WHS) requirements

BSBWOR502 Lead and manage team effectiveness

This unit describes the skills and knowledge required to lead teams in the workplace and to actively engage with the management of the organisation.

It applies to individuals working at a managerial level who facilitate work teams and build a positive culture within their work teams. At this level, work will normally be carried out using complex and diverse methods and procedures requiring the exercise of considerable discretion and judgement, using a range of problem solving and decision making strategies.

1. Establish team performance plan
2. Develop and facilitate team cohesion
3. Facilitate teamwork
4. Liaise with stakeholders

• use leadership techniques and strategies to facilitate team cohesion and work outcomes including:
  • encouraging and fostering shared understanding of purpose, roles and responsibilities
  • identifying and resolving problems
  • providing feedback to encourage, value and reward others
  • modelling desired behaviour and practices
• develop policies and procedures to ensure team members take responsibility for own work and assist others to undertake required roles and responsibilities
• establish processes to address issues and resolve performance issues
• support team to meet expected performance outcomes including providing formal and informal learning opportunities as needed
• develop performance plans with key performance indicators (KPIs), outputs and goals for individuals or the team which incorporate input from stakeholders
• communicate effectively with a range of stakeholders about team performance plans and team performance
• facilitate two-way flow of information between team and management relevant to team performance
• evaluate and take necessary corrective action regarding unresolved issues, concerns and problems raised by internal or external stakeholders

• how group dynamics can support or hinder team performance
• strategies that can support team cohesion, participation and performance
• strategies for gaining consensus
• issue resolution strategies

BSBADM506 Manage business document design and development

This unit describes the skills and knowledge required to establish standards for the design and production of organisational documents and to manage document design and production processes to ensure agreed standards are met.

It applies to individuals employed in a range of work environments who require well-developed skills in the use of a range of software packages. They use these skills to establish, document and implement consistent standards of document design within an organisation.

1. Establish documentation standards
2. Manage template design and development
3. Develop standard text for documents
4. Develop and implement strategies to ensure the use of standard documentation
5. Develop and implement strategies for maintenance and continuous improvement of standard documentation

• identify the organisational needs, requirements and information technology capabilities relevant to the design and production of documents
• establish documentation standards to meet organisational requirements
• design, test and amend document templates
• develop and implement documentation and training to support use of standard templates and macros
• monitor the implementation of standard documentation templates and macros and make improvements in line with organisational requirements

• document production processes
• costs involved with the implementation of standard documentation
• the software applications relevant to document design and development in the organisation
• key provisions of relevant legislation and regulations, codes and standards affecting document production
• organisational policies and procedures relating to document production
• sources of expertise available externally to the organisation or workgroup

BSBADM504 Plan and implement administrative systems

This unit describes the skills and knowledge required to plan for or review the requirements of effective administrative systems and procedures for implementing, monitoring and reviewing the system.

It applies to individuals employed in a range of work environments in senior administrative roles.

1. Plan for the new or modified administrative system
2. Implement new or modified administrative system
3. Monitor administrative system

• work with relevant personnel and stakeholders to identify administrative system improvements
• document necessary requirements or modifications
• provide training and support for staff to use the new or modified system
• monitor the new system and identify future improvements and staff training needs.

• relevant legislative and organisational policies and procedures for reviewing administrative systems

BSBMGT502 Manage people performance

This unit describes the skills and knowledge required to manage the performance of staff who report to them directly. Development of key result areas and key performance indicators and standards, coupled with regular and timely coaching and feedback, provide the basis for performance management.

It applies to individuals who manage people. It covers work allocation and the methods to review performance, reward excellence and provide feedback where there is a need for improvement.

The unit makes the link between performance management and performance development, and reinforces both functions as a key requirement for effective managers.

1. Allocate work
2. Assess performance
3. Provide feedback
4. Manage follow up

• consult with relevant stakeholders to identify work requirements, performance standards and agreed performance indicators
• develop work plans and allocate work to achieve outcomes efficiently and within organisational and legal requirements
• monitor, evaluate and provide feedback on performance and provide coaching or training, as needed
• reinforce excellence in performance through recognition and continuous feedback
• seek assistance from human resources specialists where appropriate
• keep records and documentation in accordance with the organisational performance management system

• relevant legislative and regulatory requirements
• relevant awards and certified agreements
• performance measurement systems utilised within the organisation
• unlawful dismissal rules and due process
• staff development options and information

BSBFIM502 Manage payroll

This unit describes the skills and knowledge required to establish and monitor security procedures for managing organisational payroll services and to calculate and process salary payments, group taxation and related payments.

It applies to individuals, employed in a range of work environments, who are required to establish and work with payroll systems and may have responsibility for managing payroll systems and calculations.

1. Establish procedures for management of payroll
2. Prepare payroll data
3. Authorise payment of salaries
4. Administer salary records

• document steps undertaken to establish payroll system
• use data and calculations to reconcile salaries, wages and deductions in accordance with all legislative and organisational requirements
• create accurate payroll management records

• key provisions of relevant legislation, standards, regulations and codes of practice that may affect aspects of payroll operations
• organisational policies and procedures across the full range of tasks for the required payroll processes

BSBADM503 Plan and manage conferences

This unit describes the skills and knowledge required to plan, promote and coordinate conferences, ensuring follow-up procedures are incorporated.

It applies to individuals employed in a range of work environments who are required to plan and manage conferences. They may work as senior administrative staff, or may be other individuals who have been delegated responsibility for planning and managing a conference.

1. Plan conference
2. Promote conference
3. Organise conference
4. Coordinate conference proceedings
5. Follow up conference proceedings

• apply conventions and procedures for formal and informal meetings including:
  • developing and distributing agendas and papers
  • identifying and inviting meeting participants
  • organising and confirming meeting arrangements
  • running the meeting and following up
• organise, take part in and chair a meeting
• record and store meeting documentation
• follow organisational policies and procedures.

• meeting terminology, structures, arrangements
• responsibilities of the chairperson and explain group dynamics in relation to managing meetings
• options for meetings including face-to-face, teleconferencing, web-conferencing and using webcams
• the relevant organisational procedures and policies regarding meetings, chairing and minutes including identifying organisational formats for minutes and agendas.

BSBMGT403 Implement continuous improvement

This unit describes the skills and knowledge required to implement the organisation’s continuous improvement systems and processes. It covers using systems and strategies to actively encourage the team to participate in the process, monitoring and reviewing performance, and identifying opportunities for further improvements.

It applies to managers who have an active role in implementing the continuous improvement process to achieve the organisation's objectives. Their position is closely associated with the creation and delivery of products and services which means that they have an important role in influencing the ongoing development of the organisation.

At this level, work will normally be carried out within routine and non-routine methods and procedures, which require planning, evaluation, leadership and guidance of others.

1. Implement continuous improvement systems and processes
2. Monitor and review performance
3. Provide opportunities for further improvement

• implement continuous improvement systems and provide mentoring and coaching support to enable individuals and teams to participate in decisions, take responsibility, show initiative and implement improvement processes
• implement processes to inform team members about savings and productivity/service improvements achievements
• communicate effectively to support the continuous improvement system and implementation of improvements
• apply continuous improvement to customer services including internal and external customers
• implement, monitor and adjust improvement plans, processes and procedures to improve performance
• document performance to identify further opportunities for improvement
• manage records and reports within the organisation's systems and procedures

• continuous improvement processes
• typical areas of need for coaching and mentoring to support continuous improvement
• how change management techniques can support continuous improvement and initiative
• the organisation's systems and data that can be used for benchmarking and monitoring performance for continuous improvement

BSBHRM513 Manage workforce planning

This unit describes the skills and knowledge required to manage planning in relation to an organisation's workforce including researching requirements, developing objectives and strategies, implementing initiatives and monitoring and evaluating trends.

It applies to individuals who are human resource managers or staff members with a role in a policy or planning unit that focuses on workforce planning.

1. Research workforce requirements
2. Develop workforce objectives and strategies
3. Implement initiatives to support workforce planning objectives
4. Monitor and evaluate workforce trends

• review and interpret information from a range of internal and external sources to identify:
  • current staff turnover and demographics
  • labour supply trends factors that may affect workforce supply
  • organisation’s workforce requirements objectives and strategies
• manage workforce planning including developing, implementing, monitoring and reviewing strategies to meet workforce needs
• review relevant trends and supply and demand factors that will impact on an organisation’s workforce
• develop a workforce plan that includes relevant research and specific strategies to ensure access to a skilled and diverse workforce.

• current information about external labour supply relevant to the specific industry or skill requirements of the organisation
• industrial relations relevant to the specific industry
• labour force analysis and forecasting technique

BSBHRM501 Manage human resource services

This unit describes the skills and knowledge required to plan, manage and evaluate delivery of human resource services, integrating business ethics.

It applies to individuals with responsibility for coordinating a range of human resource services across an organisation. They may have staff reporting to them.

1. Determine strategies for delivery of human resource services
2. Manage the delivery of human resource services
3. Evaluate human resource service delivery
4. Manage integration of business ethics in human resource practices

• plan and manage human resource delivery within legislative, organisational and business ethics frameworks
• communicate effectively with a range of senior personnel
• identify and arrange training support where appropriate
• calculate human resource return on investment within the organisation

• the key provisions of legal and compliance requirements that apply to managing human resources
• the organisation’s code of conduct
• human resource strategies and planning processes and their relationship to business and operational plans
• performance and contract management
• how feedback is used to modify the delivery of human resources