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"Strategic project plan
GANTT chart
Risk log
Presentation slides"
*This is subject to small changes and is taken from summer 2024 assessment
2. Lead, manage and develop individuals and teams to deliver outcomes
1.12 Planning tools and techniques.
Tools and techniques - GANTT charts, digital calendars, task managers.
The importance of planning workloads and activities and ensuring that plans are in place for teams and individuals within an organisation.
Different planning tools/techniques that are used to support the effective management of workloads within a team.
Consideration of how different tools and techniques are used with teams and individuals. Consideration of:
their principles of use
how they are used/applied effectively
the circumstances in which they would be used.
Approaches for supporting the effective embedment of planning tools and techniques within a team.
4.4 Produce measurable Key Performance Indicators that demonstrate how successful an organisation is in meeting its objectives.
Key Performance Indicators – people, productivity, customers, finance.
Identifies key organisational objectives to be measured.
Sets appropriate KPIs to enable measurement of how successful the organisation is in achieving the set objectives.
Analyses outcomes of performance against KPIs, identifying where targets have or have not been met.
Reports on the outcomes of performance, flagging through governance channels where KPIs have or have not been met.
4.Deliver core operational tasks and plans
4.2 Translate goals into deliverable actions and sets up processes for monitoring outcomes
Translates goals from the operational plan into team and individual goals and actions.
Communicates goals to teams and individuals, outlining how they apply to their roles and what needs to be completed to achieve the required outcomes.
Develops formal processes to monitor the outcomes of goals and actions, ensuring that agreed measures are in place for review.
4.4 Produce measurable Key Performance Indicators that demonstrate how successful an organisation is in meeting its objectives.
Key Performance Indicators – people, productivity, customers, finance.
Identifies key organisational objectives to be measured.
Sets appropriate KPIs to enable measurement of how successful the organisation is in achieving the set objectives.
Analyses outcomes of performance against KPIs, identifying where targets have or have not been met.
Reports on the outcomes of performance, flagging through governance channels where KPIs have or have not been met.
5. Manage and implement projects
5.1 Plan and monitor projects to delivery, taking corrective action where necessary.
Reviews and analyses the requirements of projects to ensure they have the relevant information to implement project plans, including through undertaking any required research or review of data.
Uses recognised project management tools to:
Plan how projects will be delivered.
Monitor projects throughout their delivery.
Identifies requirements for corrective action both when planning and through active monitoring of projects. Takes appropriate action where necessary.
5.2 Determine the resources needed to deliver against the project plan
Identifies the range of different resources (people, equipment, materials, knowledge) needed to meet the requirements of the project plan.
Uses a range of methods (e.g., skill scans) to assess the availability of suitable resources for a project, including consideration of existing resources within existing teams and across the organisation.
Uses project management tools and software to determine resources required.
Reviews allocated resource and budget against deliverables throughout the delivery of a project and escalates any issues that may occur.
5.3 Identify and manage risks.
Follows a defined risk management process, using a range of approaches to identify, analyse, evaluate, treat, monitor and review risks when planning projects.
Uses risk management tools (e.g., risk logs) to identify and manage risks when delivering a project.
Uses risk management approaches to support the ongoing management of risk throughout a project:
Consideration of risk is given in terms of impact and priority.
Mitigations are considered and used as needed.
Use of risk logs and RAG ratings to track and evaluate risks at different stages.
5.4 Use common project management tools in the different phases of project lifecycle.
Identifies different project management tools that will support different tasks and activities throughout the phases of a project.
Uses recognised project management tools to plan and contribute to deliver project objectives.
Uses different tools accurately and effectively as appropriate during different stages of the project lifecycle.
5.5 Draft budgets, instigating appropriate arrangements to monitor and control expenditure, taking account of compliance requirements.
Drafts budgets that consider the range of costs and resource requirements needed to effectively deliver against required project/tasks.
Develops an approach to monitor and control expenditure in line with budget and using a formal governance structure to aid compliance, e.g., transparency in accounting systems.
