Task 1 Develop A Project Plan Report Template

client: icb

Challenge 2: job & Skills Australia* reported in November 2023 that there are were:

97,500 Employed Bookkeepers

144,600 Accounting Clerks

93,000 Accounts Clerks

Finding and attracting these employees to be voting members of the Organisation has been difficult

The project : how do we find, connect and engage with employees working in accounts based roles within small to medium sized businesses?

How do we tailor our member benefits and services to attract and support an accounts based employee in contrast to a self employed bookkeeper to provide value as a voting member of the organisation?

Target:Employees of small and medium sized businesses that are employed in roles such as:

Accounts Payable & Receivable Clerks

Accounts Officers

Finance Managers

Current situation:ICB has a Business Support Membership. It is non-voting, not specific to an individual, very minimal benefits

Project Plan

1. Project definition:

1a) Discuss the current situation: Refer to the client's project scope document and outline the issues. You will need to state any additional sources of information you referred to. Example: notes taken during the client's briefing, client's business website, etc. (approximately 80 words)

1b) Outline the desired outcomes that the client wants to achieve from the project team to address their issues (approx 80 words)

1c) Outline the stakeholders involved in the project. Create a stakeholder map to identify major external and internal stakeholders and their roles in the project. Include yourself, the roles and responsibilities and reporting duties of the project team and identify any limits of own responsibility and reporting requirements). (approx 80 words)

Table 1: Internal Stakeholder Map

Internal	Role/Responsibility	Limitations
Example: Project Manager	Manages project Approves budget	Involvement in routine tasks

Table 2: External Stakeholder Map

External	Role
Example: Client's name	Project Owner

1d) Explain how and from whom clarification regarding issues relating to the project and project parameters will be sought. After the explanation, the student is to provide evidence to show that clarification/approval from the delegating authority (ie. the teacher) has been received. This should be in the form of email seeking clarity regarding legal/legislative requirements of the organisation and any ethical considerations. Clarification should also be sought on how the project relates to the client's organisation's mission, goals, objectives and overall operations. The teacher is required to provide clarification and approval to proceed with the proposed plan.

Attach copy of Clarification email and approval request to proceed - Explain your understanding of the project requirements in the email and seek approval to proceed with your plan.

Attach copy of teacher's email project approval.

1e) Outline the client's organisation's mission, goals, objectives and overall operations. Referring to 1D, explain how the project relates to the organisation's mission, goals, objectives and overall operations (approx 80 words)

1f) List the resources needed for the project - human, technological, financial, project management tools and physical resources. State how the resources will be sourced for the project and how the resources helped to overcome any limits identified in 1D. (approx 30 words for each resource)

Resources	Description	From where to get resources
Example: Human	Vivien Wong, Project facilitator	Provided by RMIT
Human
Technological
Financial
Physical

2. Develop a project plan

2a) Outline project parameters in the project plan. Include project scope and list what is included in the project and what is not. Discuss any limitations regarding budget and timelines. Discuss reporting requirements (breakdown of work tasks) and project deliverables/outcomes

Project scope (what is it about?), its inclusions and exclusions? (approx 30 words)
Limitations in budget and timelines for project completion (approx 20 words)
Reporting requirements (approx 20 words)
Project deliverables/ outcomes (aprox 20 words)

2b) Outline at least three (3) ideas and opportunities that help to overcome the issue presented by the client (ie. the situation as per 1A) (approx 50 words for each idea)

	Idea	Details on how it overcomes the issue
1
2
3

2c) Demonstrate authority to proceed with the project (ie. email confirmation from the delegating authority) to show necessary approvals have been sought as per items 1A to 1F.

Attach copy of teacher's email project approval again (you did it in 1d)

2d) Evaluate at least three (3) project management tools used in the project planning and project management process. Rate the effectiveness of their use in achieving project outcomes. (50+ words for each tool)

	Project tool	How was it effectively used in managing your project? Identify Effectiveness rating out of 5 (1 being least effective and 5 being most effective)
1
2
3

2e) Describe the processes undertaken to identify and manage risks in the project. Complete all sections of a risk management plan (template provided on Canvas) to increase the likelihood of the project's success. Address workplace safety risks (Work Health and Safety) as well.

Describe the processes undertaken to identify and manage risks in the project (this is not about the various steps to manage risks. Processes could be the use of meetings to discuss the risks, etc. Identify at least three processes used by your project group.) Approx 50 words.

How did you/the group address workplace safety risks (Work health and safety)? Approx 50 words.

Attach copy of risk plan done by the group

2f) Produce a budget (use the template provided on Canvas) for the project and obtain approval for it from relevant delegating authority (ie the teacher). Evidence of the approval must be provided as an appendix to this assignment.

Attach copy of preliminary budget

Evidence of approval by the teacher.

2g) Produce relevant documents in relation to the project: GANTT (timelines) chart, RAM (responsibility assignment matrix), WBS (work breakdown structure) and project progress report. This must be submitted in spaces below. No screen shots.

GANTT chart (group)

RAM or RACI chart (group)

WBS (group)

Project progress report (group)

2h) Provide evidence showing that consultation with team members and other stakeholders was undertaken to obtain their input in developing the project plan, during implementation and at the review stage. Explain why consulting with the team members/stakeholders is essential

Areas of consultation	Items of consultation	Consultation methods
Project plan development
Project implementation
Project review
Why is consultation with team members/stakeholders essential? (approx 80 words)

2i) Briefly explain the relevance of procedures and processes (P&Ps)in the following areas when managing a project (approx 40 words for each P&P):

Lines of authority and approvals

Quality assurance

Human resources

Budgets and finance

Risk management

Recordkeeping

Reporting

Procedures and processes	Benefits to project management
Lines of authority and approvals
Quality assurance
Human resources
Budgets and finance
Risk management
Recordkeeping
Reporting