Posted: August 2nd, 2023
eadership and Management Assessment Type Assessment – 2 Time allowed
Assessment Details
Qualification Code/Title Certificate IV Leadership and Management
Assessment Type Assessment – 2 Time allowed
Due Date Location Term / Year
Unit of Competency
National Code/Title BSBFIA412
Student Details
Student Name Student ID
Student Declaration: I declare that the work submitted is my own, and has not been copied or plagiarised from any person or source. Signature: ____________________________
Date: _____/_/_________
Assessor Details
Assessor’s Name
RESULTS (Please Circle) ?SATISFACTORY
?NOT SATISFACTORY
Feedback to student:
*If Student is Not Satisfactory
Reassessment Required ? Yes ? No
Assessor Declaration: I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback.
Signature: ________________________
Date: ______/_______/___________
Comment:
Instructions to the Candidates
? This assessment is to be completed according to the instructions given below in this document.
? Should you not answer the tasks correctly, you will be given feedback on the results and gaps in knowledge. You will be entitled to one (1) resubmit in showing your competence with this unit.
? If you are not sure about any aspect of this assessment, please ask for clarification from your assessor.
? Please refer to the College re-submission and re-sit policy for more information.
? If you have questions and other concerns that may affect your performance in the Assessment, please inform the assessor immediately.
? Please read the Tasks carefully then complete all Tasks.
? To be deemed competent for this unit you must achieve a satisfactory result with tasks of this Assessment along with a satisfactory result for another Assessment.
? This is an Open book assessment which you will do in your own time but complete in the time designated by your assessor. Remember, that it must be your own work and if you use other sources then you must reference these appropriately
? Submitted document must follow the given criteria. Font must be Times New Roman, Font size need to be 12, line spacing has to be Single line and Footer of submitted document must include Student ID, Student Name and Page Number. Document must be printed double sided.
? This is Individual Assessments. Once you have completed the assessment, please provide the Hard copy of the Assessments to your Trainer/ Assessor.
? Plagiarism is copying someone else’s work and submitting it as your own. Any Plagiarism will result in a mark of Not Satisfactory. SCCM uses Safe Assign Plagiarism Checker to check the originality of the student assessment. Student must be aware of and understand the SCCM’s policy on plagiarism and certify that this assignment is their own work, except where indicated by referencing, and that student have followed the good academic practices noted above..
Assessment Task 2: Financial activity reporting project
Task summary
You are required, in the role of the Finance Officer for Landscape Horizons, to compile and analyse financial data and prepare a number of reports, as well as fill in a BAS form and submit it to their BAS agent for approval. You will also provide recommendations on the business in a meeting with the business owner.
This assessment is to be completed in the simulated work environment in the RTO.
Required
• Access to textbooks and other learning materials
• Computer with Microsoft Office and internet access
• Assets and Liabilities Data
• Recommendations Report Template
• Transaction Spreadsheet
• Financial Policy and Procedures
Timing
Your assessor will advise you of the due date of these submissions.
Submit
• Required reports
• Recommendation Report
• Draft BAS Form
Assessment criteria
For your performance to be deemed satisfactory in this assessment task, you must satisfactorily address all of the assessment criteria. If part of this task is not satisfactorily completed, you will be asked to complete further assessment to demonstrate competence.
Re-submission opportunities
You will be provided feedback on their performance by the Assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.
If any parts of the task are not satisfactorily completed, the assessor will explain why, and provide you written feedback along with guidance on what you must undertake to demonstrate satisfactory performance. Re-assessment attempt(s) will be arranged at a later time and date.
You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with unfairly or have other appropriate grounds for an appeal.
You are encouraged to consult with the assessor prior to attempting this task if you do not understand any part of this task or if you have any learning issues or needs that may hinder you when attempting any part of the assessment.
Assessment Task 2 Instructions
Landscape Horizons is a gardening business established by Greg James as a sole trader three months ago. The business offers gardening services to residential customers. The business address is Greg’s home 7 Mountview Road, Tyagarah NSW 2483. ABN 24 615 058 112.
Greg charges an hourly rate of $50. Financial projections show that the annual income will be approximately $80,000.
Greg can already see that he is going to get busier and busier due to the amount of customer enquiries. He recently had a casual labourer help him out a few times in the last couple of weeks, for one day in total. He has also decided to employ (you) an Accounts Officer part-time to look after the invoicing, accounts and reporting, as this is an aspect of the business he does not want to do himself. He has a Financial Policy and Procedures that a friend wrote for him, and this should be used as guidance.
All the transactions for the first three months have been recorded in a spreadsheet but Greg has requested that these are now moved into an accounting software system as he believes this will be much more efficient.
Complete the following activities:
1. Compile and analyse financial data
Review the Transaction Spreadsheet and research the financial and taxation regulations that would apply to Landscape Horizons.
Set up the company in the accounting software system as directed by your assessor.
Once you have completed this, you are required to enter the income and expenses for the first three months of the financial year from the transaction spreadsheet. For each item you will need to classify the type of income or expense, establish a relevant code and then record the data against this code.
You will also be required to value the assets and liabilities of the business as set out in Assets and Liabilities Data and enter in this into the accounting system using the required accounting method. Check all of your entered values prior to finalising.
Greg has reviewed the data you have entered and has sent you the following email.
Dear Finance Officer
I am very happy that we have now moved all of the data into the new accounting system, it will be so much easier to track.
Please advise me of the method you used to value the assets, as I am interested in how this is calculated.
Also, I do apologise but I included a set of tyres that I bought for my wife’s car (for $528 on the 31st of September). They were not a business expense. Please remove them from the calculations.
Thanks Greg
2. Respond to queries
You are required to respond to the queries in Greg’s email.
Greg has sent you a further email regarding financial reports and seeking your recommendations.
Dear Finance Officer
Thanks for the information on asset valuation and rectifying the discrepancy with the invoice for the last month.
I really want to keep on top of the business and its performance so could you please provide copies of the following to me:
• Profit and loss report, including trends in profits as well as expenses over the last three months
• Statement of cash flow
• Balance sheet
I set myself a budget for expenses of $1,000 per month. Please advise of whether this has been achieved for each month or not.
Finally, please provide me with my projected income for the financial year assuming the business moves forward on pretty much the same note.
And I would also like you to give me some insight onto what would be possible if I take on Jimmy for two days a week on a regular basis, paying him $25 per hour and charging out his services to clients at $50 per hour.
I would like you to present the information to me at a face to face meeting. I am happy to look at the raw numbers with you, but if you would like to develop charts or diagrams to assist with the explanation, please feel free to develop these. It is important that you structure and format the reports in a way that makes them easy for me to understand.
Thanks Greg
3. Prepare reports
You are required to prepare, and download, the reports your client has asked you for using the accounting software provided by your RTO.
Using the Recommendations Report Template respond to Greg’s questions in his email.
Print out a copy of each of these reports to take to the meeting with Greg.
4. Present information to the client
When you have prepared the requested reports, meet with the client to discuss these.
Show each of the reports to the client, answering any questions they have.
You should present the financial issues and requirements clearly, succinctly, using language appropriate to the audience and the environment.
During the meeting, you are required to demonstrate effective communication skills including:
• Speaking clearly and concisely
• Using non-verbal communication to assist with understanding
• Asking questions to identify required information
• Responding to questions as required
• Using active listening techniques to confirm understanding
5. Fill out a draft BAS
Print out a copy of the BAS Form.
Make sure that it is the most up to date version by visiting the ATO website at:
https://www.ato.gov.au/Forms/BAS-F—quarterly-BAS/
Using the data you have entered into the accounting system, fill out a BAS Form for Greg with pen or pencil.
When you are finished, submit the form to Greg (your assessor) within the timeline that you have been given.
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Sample Homework Assignments & Research Topics
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MSc in Project Management
Session: 2022/2023 Semester: SEM1
Module Number: 7503BEQR
Module Title: Project Management Fundamentals
Type of Coursework: CW2-Report (weight: 70%)
Module Leader: Dr Waiel SAID
ASSIGNMENT BRIEF – CW2 Report
This module assignment has two components: 1) a presentation, and 2) a report. This
Assignment Brief is focused on the second assignment, the report only (coursework 2; CW2, as
mentioned hereunder in Table 1).
The report should be submitted anonymously and should just contain your student ID number.
Please make sure you do not have your name anywhere on the report pages.
The following dates are for Cohort MScPM8 (with Dr Waiel Said), for Cohort MSc PM9, students
have to confirm with Lecturer: Mr. Mohammed. M. Mousoof:
Table 1. 7503BEQR CW2 Report Assignment, characteristics and submission details.
Submission Date Length Weighting Learning Outcomes
Report 15-Nov-2022
(23:59)
4000 words (+/-
10%) 70% 1-5
The report needs to be submitted electronically through CANVAS.
Text included within visual aids (e.g. tables, figures, charts, etc.) does not contribute to the overall
wordcount.
a. Assignment Brief (CW2) Report – 4000 words (+/-10%) Report Assignment
Background
You are employed in a sector of your choice as a project manager and your team has just
completed the delivery of a pilot project for one of your clients. A successful completion of this
pilot project can lead to securing a much larger contract for your company with the same
client. As the project manager of this pilot project you now need to produce an end-of-project
report, which will, firstly, evaluate the performance of the pilot project in relation to
the original plan, and, secondly, lead to generation of long-term strategic recommendations
for similar larger projects, based on lessons learnt from this pilot project.
b. Report Assignment Aim
The aim of this assignment is to prepare an end-of-project report that assesses and evaluates
the delivery of the pilot project and offers recommendations about delivering similar future
projects on a larger scale.
2
Within your assignment you will demonstrate an understanding of project planning and
implementation by developing a project plan and utilising it for monitoring and controlling the
project.
Assignment Questions:
(i) Prepare an end-of-project report that reflects on the overall endeavour in planning,
managing, and delivering the project along with a critical assessment and
evaluation of the factors that facilitated the delivery of the pilot project.
(ii) Critically examine project performance and offer recommendations about
delivering similar future projects on a larger scale.
(iii) Evaluate strategic recommendations regarding project or programme
management for the future.
The report structure is outlined on the next page. The marking criteria are summarised in
Table 2 and marking ranges and characteristics in Table 3. Please familiarise yourself with
both; the marking ranges and characteristics, as this may help you achieve your desired
marks.
Table 2. 7503BEQR CW2 Report marking criteria.
Assignment objectives and marking criteria Mark
%
1. To identify the underpinning principles and concepts of project management. 15%
2. To analyse and evaluate the project management concepts and principles in
context of the pilot project plan by critically evaluating the project’s performance.
40%
3. To demonstrate how the pilot project will inform the strategic
recommendations regarding project or programme management for the future.
25%
4. To use relevant visual aids to support the analysis and evaluation of the
management of the pilot project and its overall integration.
10%
5. To appropriately structure the report, to ensure that attention has been paid to
grammar and spelling, to ensure the legibility of all visual aids, and to accurately 3. To demonstrate how the results of the pilot project will be incorporated into the strategic recommendations for future project or program management.
25%
4. In order to support the analysis and assessment of the management of the pilot project and its overall integration, the appropriate visual aids should be utilized.
10%
5. To appropriately structure the report, to guarantee that care has been made to grammar and spelling, to guarantee that all visual aids are legible, and to accurately mention all sources in the report.
reference all sources of information, including literature, online sources and visual
aids (please see https://www.ljmu.ac.uk/microsites/library/skills ljmu/referencing-and-endnote).
10%
The report should answer the following questions as a minimum:
▪ What is/was the project aiming to achieve?
▪ Why is/was it important to achieve it?
▪ How will be/was the project undertaken?
The report itself should demonstrate analytical and evaluation skills in discussion of the topic
and a clear understanding of strategic project management issues. In order to avoid failing,
please do not overuse bullet points, or do not submit just a literature review, as you are
required to evaluate a specific project case for the purpose of this report. Number all pages.
3
Structure of the report
All reports should contain:
Title page: giving the following information:
▪ The full title of the work
▪ Your student ID number
▪ The award for which the project is submitted in partial fulfilment of its requirements
▪ The year of submission
▪ The word count (excluding acknowledgements, diagrams, references, bibliography and
appendices)
Confidentiality statement: If there are genuine reasons why your work could be considered
confidential then you should discuss this matter with your Module Leader (Optional).
Acknowledgements: A list of people who provided help to the author during the research and
writing of the project (Optional).
Executive summary: A brief summary of the aim, methodology, contents, and conclusions of
the report. This section is not included in the word count, but should be no longer than 400
words.
Glossary: A list of abbreviations, key phrases and technical terms used in the report and their
definitions (Optional).
List of contents: A breakdown of the project into its constituent parts and locating them by
page number. It is good practice to also include a list of figures, tables and, if applicable,
appendices.
Introduction: Presenting and justifying the pilot project (business case) and introducing the
approach taken to delivering the project objectives and their alignment with the broader
organisational strategy.
Body of the report: This part should be arranged in a way appropriate to the topic, presenting
a review of relevant literature, results and discussions and a synthesis of relevant findings,
critical analysis of facts and/or ideas, using chapter headings, with paragraphs and spacing for
ease of reading and cross-reference.
Conclusions and recommendations: An assessment of the findings along with any
recommendations; this section should, explicitly or implicitly, establish the validity of the work
in relation to its field.
References: Harvard format citation system must be used for in-text citations and
the “References” section at the end of the report. Check ‘How to cite references’ in the Library
4
website. Research and referencing grades will be reduced, if Harvard format is not followed.
(Please see https://www.ljmu.ac.uk/microsites/library/skills-ljmu/referencing-and-endnote).
Appendices: Optional; this section should be used only for information, which is supplementary
to the assignment; it should not be used for any information, which is key to the assignment.
PLAGIARISM
‘Plagiarism is the practice of presenting thoughts, writings or other output of another or others
as original, without acknowledgement of their source(s). All material used to support a piece
of work, whether a printed publication or from electronic media, should be appropriately
identified and referenced and should not normally be copied directly unless as an
acknowledged quote. Text translated into the words of the individual student should in all
cases acknowledge the source.’ For further information please contact the LJMU Library.
Before submitting the work, you should check through it to ensure that:
▪ all material that has been identified as originally from a previously published source has been
properly attributed by the inclusion of an appropriate reference in the text
▪ direct quotations are marked as such (using “quotation marks” at the beginning and end of
the selected text)
▪ a citation has been included in the list of references.
COLLUSION
This report is an individual assessment and not group work. If you decide to study with another
student, you must ensure that the final submission from each student is totally unique. If the
work shows significant signs of similarity it will be picked up in TurnitIn and you may be cited
for plagiarism.
Note
University Regulations for Personal Circumstances apply if you miss the presentation or
submission deadline. Any problems should be notified in advance of the presentation date to
the Module Leader. Academic regulations for Post Graduate programmes PG.C2.3 state:
“Coursework, which is submitted late (except where there is an agreed extension) will be
recorded as a non-submission. There is also a penalty for deviating substantially from the word
length. If you, for genuine reasons, are unable to meet the hand-in date, please complete
an extension request form, seek verification from your Personal Tutor and inform the Module
Leader.”
5
Table 3. Grade Descriptors.
Grade descriptors for Level 7 written work
Mark
range
Characteristic Criteria
90-100 Exceptional Pass Exemplary attainment of all learning outcomes
Demonstrates an outstanding synthesis of varied theoretical
positions in the analysis of key issues in the subject area
Wide-ranging emphasis on knowledge and ideas that are at the
forefront of the discipline
Offers an exhaustive exploration of the literature and evidence base
The material covered is accurate and relevant
The argument is highly sophisticated
The standard of writing is refined
No errors in the use of the specified referencing system
Well-presented and organised in an appropriate academic style.
80-89 Outstanding Pass Excellent attainment of all learning outcomes, with some met to an
exemplary standard
Demonstrates a comprehensive synthesis of varied theoretical
positions in the analysis of key issues in the subject area.
Wide-ranging emphasis on knowledge and ideas that are at the
forefront of the discipline
Extends far beyond expected levels of engagement with the
literature and evidence-base
The material covered is accurate and relevant
The argument is generally very astute
The standard of writing is refined
No errors in the use of the specified referencing system
Well-presented and organised in an appropriate academic style.
70-79 Excellent Pass Excellent attainment of all learning outcomes
Demonstrates a thorough synthesis of varied theoretical positions
in the analysis of key issues in the subject area
Strong emphasis on knowledge and ideas that are at the forefront
of the discipline
Thorough use the literature and evidence-base
The material covered is accurate and relevant
The argument is persuasive and there are very perceptive
elements
The standard of writing is refined
No errors in the use of the specified referencing system
Well-presented and organised in an appropriate academic style.
60-69 Good Pass Good attainment of all learning outcomes
6
Demonstrates detailed synthesis of varied theoretical positions in
the analysis of key issues in the subject area
Good emphasis on knowledge and ideas that are at the forefront
of the discipline
Good consideration of the literature and evidence-base that
develops from recommended readings
The material covered is accurate and relevant
The argument is persuasive
The standard of writing is refined
No errors in the use of the specified referencing system
Well-presented and organised in an appropriate academic style.
50-59 Pass Adequate attainment of all learning outcomes
Demonstrates a limited, but sufficient, synthesis of varied
theoretical positions in the analysis of key issues in the subject
area
Some emphasis on knowledge and ideas that are at the forefront
of the discipline
Sufficient consideration of the literature and evidence-base, but
little consideration beyond recommended readings
The material covered is mostly accurate and relevant
The argument is straightforward and relatively clear
The standard of writing is well clear and readable, with some
sophisticated phrasing
No errors in the use of the specified referencing system
Well-presented and organised in an appropriate academic style.
40-49 Needs Some
Improvement
Meets most, but not all learning outcomes
Demonstrates limited synthesis of varied theoretical positions in
the analysis of key issues in the subject area
Less than expected emphasis on knowledge and ideas that are at
the forefront of the discipline
Basic consideration of the literature and evidence-base, but
restricted to recommended readings
Some inaccuracies or irrelevant materials that suggest confusion
and misunderstanding
The argument is relatively clear, although some elements are
difficult to understand
The standard of writing is well clear and readable, but overly
simplistic
Minor errors in the use of the specified referencing system, but
meets key principles
Well-presented and organised in an appropriate academic style.
30-39 Needs
Improvement
Approximately half the learning outcomes are met
Demonstrates very little synthesis of varied theoretical positions in
the analysis of key issues in the subject area
Little emphasis on knowledge and ideas that are at the forefront of
the discipline
7
Minor consideration of the literature and evidence-base, with
inadequate use of recommended reading and no exploration
outside that
Some materials is accurate, but the amount of inaccurate or
irrelevant materials indicates insufficient understanding of key
concepts
The argument is poorly defined and defended
The standard of writing is mostly clear and readable
Some errors in the use of the specified referencing system, but
meets key principles
Generally well presented and organised, but does not always
conform to conventions of academic presentation
20-29 Needs Significant
Revision
Most learning outcomes are not met
Demonstrates no synthesis of varied theoretical positions in the
analysis of key issues in the subject area
Little or no emphasis on knowledge and ideas that are at the
forefront of the discipline
Superficial consideration of the literature and evidence-base
There are major inaccuracies or significant amounts of irrelevant
material
The argument is very weak
The standard of writing is reasonable and there are very few areas
of confusion and/or errors in spelling/grammar
Attempts to use of the specified referencing system. Meets key
principles, but there are systematic errors
Good presentation that may include some organisational errors
and/or tendency not to conform to conventions of academic
presentation.
0-19 Needs Substantial
work
Does not meet any learning outcomes
Demonstrates misunderstanding of varied theoretical positions in
the analysis of key issues in the subject area
No emphasis on knowledge and ideas that are at the forefront of
the discipline
No engagement with the literature and evidence-base
The material covered is inaccurate or irrelevant
The argument is incoherent
Standard of writing is acceptable. The structure is reasonable, but
there are some areas of confusion and/or some errors in
spelling/grammar
Attempts to use the specified referencing system, but there are
significant errors
Acceptable presentation that may include some organisational
errors and a tendency not to conform to conventions of academic
presentation.
PART A: ACADEMIC ESSAY (2000 WORDS)
Introduction (1000 words)
The planning and design of a worldwide icon Burj Khalifa
Academic essay: Overall endeavor in planning, managing and delivering of the project (1000)
• Architectural works
• Testing of the wind tunnel
• Floor layout
• Interior works
• Art work
• Construction and its details
Evaluation of the factors that facilitated the pilot project delivery:
• Industrial awareness and linkages
• Community collaboration
PART B: RECOMMENDATIONS ON THE FUTURE DELIVERY OF THE SIMILAR PROJECT (1700 words)
• Project performance and recommendations
• Evaluation of strategic recommendations regarding the erection of Burj Khalifa
Conclusion (300 words)
It will cover the summary of the reactions of the people globally
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BSBMGT615 Contribute to Organisation development EtS0NIGT615 Assessment
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