4530725713740PROJECT PORTFOLIO
-28575-8953500
4530725713740PROJECT PORTFOLIO
020000PROJECT PORTFOLIO
05094605BSBINS601
020000BSBINS601
05887085MANAGE KNOWLEDGE AND INFORMATION
00MANAGE KNOWLEDGE AND INFORMATION
03322955STUDENT VERSION
020000STUDENT VERSION
First published 2021
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2021 RTO Works
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Business Works is a series of training and assessment resources developed for qualifications within the Business Services Training Package.
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012619000
Contents
TOC o "1-3" h z t "RTO Works Heading 1,1" Section 1: Collect and analyse information PAGEREF _Toc74905626 h 5Section 2: Seek stakeholder and specialist input to make decisions PAGEREF _Toc74905627 h 12Section 3: Maintain and support Knowledge and Information Management system PAGEREF _Toc74905628 h 14
Student name: Assessor: Date: Organisation this assessment is based on: Purpose for managing information and decisions to be made:
Section 1: Collect and analyse informationReview existing business information.
To help you understand the information, make notes on the documentation you submit as proof (either by hand or using review functionality) and highlight any relevant sections.
Use existing business documentation (e.g. strategic plan, business plan, policies and procedures) to identify organisational goals, objectives, values and standards.
Attach proof of organisational documents you used for information to answer this question (e.g. strategic plan). Identify other information relevant to collecting and analysing data (including documentation and analysis requirements).
Attach proof of organisational documents you used for information to answer this question (e.g. policy and procedures). Summarise legislation, regulations, standards and codes relevant to managing knowledge and information for your organisation or work area.
Attach proof of your research sources (e.g. website links). Review existing customer and staff feedback to obtain information about the business.
Attach proof of documents you used for information to answer this question (e.g. survey results). Review any other business performance data (such as financial or sales data) relevant to your purpose for collecting and analysing data.
Review the available information.
Identify any contradictory or ambiguous data and discard it (all other data should be reliable and valid).
Your information must include numerical and/or financial information.
Attach proof of the information (e.g. profit and loss statement). Identify, define and analysing business issues associated with the information you are managing. Identify any further required information (and its sources) to support decision-making and document the requirements by following organisational requirements.
Attach proof of how you documented the requirements to this section of the portfolio.
For the case study, use Information Requirements Template. Follow the organisational requirements to set clear, relevant and consistent objectives for analysing the information. Confirm that information sources used in the assessment so far are reliable and relevant.
Why are the information sources reliable?
How is the information relevant?
Analyse business information.
Determine your approach to analysing information and knowledge and drawing conclusions.
Make sure you follow organisational requirements to identify and interpret patterns and emerging trends. You must perform numerical calculations on the information so that it is useable and can be reported on. You are also required to perform statistical analysis and sensitivity analysis where relevant. Analyse the information.
Present the analysis in a usable format.
If using the case study, attach your Forecast spreadsheet. Write a briefing report.
Attach your report to this section of the portfolio.
Plan for knowledge and information management.
Research new technologies available that may be used for information and knowledge management.
Attach proof of your research sources (e.g. website links, screen shots etc.). Identify and describe suitable options for storing and accessing information for your specific knowledge and information management purpose (at least two). Explain how the options (above) support information security. Design a proposed folder structure to use in your information and knowledge management system. Plan for communication.
Your communication plan should include at least one new and innovative communication idea suitable to your organisation
This plan will be relevant and put into action once stakeholders have made decisions based on your analysis.
Audience
Key message Delivery method Frequency andduration of session (if applicable) Location
Plan for risk management.
Identify four risks for your specific knowledge management purpose and provide at least three mitigating activities that could be undertaken for each risk (e.g. for the case study what are the risks if the expansion project goes ahead and how might those risks be controlled?).
Risk Mitigating activity
61859414351000 Attach: Existing business documentation (e.g. strategic plan, business plan, policies and procedures) to identify organisational goals, objectives, values and standards
Other information relevant to collecting and analysing data (e.g. policies, procedures, templates etc.)
Research sources for legislation, regulations, standards and codes
Existing customer and staff feedback
Any other business performance data (such as financial or sales data)
Documented information requirements
Forecast spreadsheet (if using the case study)
Briefing report
Section 2: Seek stakeholder and specialist input to make decisions
Consult with stakeholders to collect and review business information.
Distribute your Briefing Report, Information and Knowledge Management Plan, Communication Plan and Risk Management Plan to stakeholders following organisational requirements.
If you are basing this assessment on the case study, you are required to draft an email to the stakeholder (CEO) and consultant (assuming that the report and plan are attached) to distribute the necessary information to them.
Attach proof of how you distributed the information to stakeholders. Summarise the stakeholder meeting outcomes.
Who did you meet with?
What did you explain, discuss and confirm?
If not already viewed in person by your assessor, attach proof of the stakeholder meeting. Make decisions based on your analysis and stakeholder/specialist meeting.
What decision is the best choice?
How does the decision support and align to organisational objectives, values and standards? Adjust the Communication Plan to incorporate meeting outcomes.
Highlight your changes or show them in bold.
Audience
Key message Delivery method Frequency andduration of session (if applicable) Location
61859414351000 Attach: Proof of how you distributed information (e.g. draft email)
Proof of meeting with stakeholders (if required)
Section 3: Maintain and support Knowledge and Information Management systemSet up the approved knowledge and information management system.
Use the chosen digital technology to design the approved knowledge and information management system.
Use the folder structure approved by the stakeholders.
Attach proof of the system (e.g. screen shots). Test your system.
How will you test the system?
Attach proof of how you tested the system. Support information security.
Write a policy and procedures that addressinformation management including information security, confidentiality and privacy.
Attach your policy and procedures for proof. Maintain knowledge the Information and Knowledge Management System.
Save all relevant documents in the correct locations in your Knowledge and Management System.
Take a screen shot of the saved documents for proof. 61859414351000 Attach: Knowledge and information management system proof
Proof of how you tested the knowledge and information management system
Information management policy and procedures
