Make sure you are familiar with the business you are basing this assessment on and have read through the necessary background information, policies and procedures that apply. For the case study business, this is all of the documents included in the Simulation Pack. If it's your own business or a business where you are working or are familiar with, it's important at this step that you have your business or case study approved by your assessor.

If you are using a real business, you will use your current team members to base this project on. If using the case study in a classroom or online situation, choose a group of at least three students who will act as your work team throughout the project.

Work through Section 1 of your Project Portfolio. As part of this step, you will need to:

Specify your work team, or specify which team your group chose if you're using the case study. Outline the roles of each member of the team. If you are using the case study, each of you will have a turn to be the manager. State the purpose of the tea