BSBPMG811 — Select and balance the portfolio

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What an assessment for BSBPMG811 must cover

39 assessable components: 4 elements (17 performance criteria), 6 performance evidence and 9 knowledge evidence requirements, plus 7 foundation skills. An audit-defensible tool maps every question and task back to these — that mapping is the coverage matrix Auditori generates alongside the assessment.

Elements & performance criteria

1 Undertake screening

1.1Review business case for each project and program according to task requirements to capture interfaces, emergent risks, resource requirements, business benefits and their timings
1.2Identify business benefits to be achieved by mapping dependencies between projects and programs
1.3Identify and add mandatory projects and programs to the project portfolio

2 Complete investment appraisal

2.1Identify desirability of project and programs based on their risk, projected benefits and business impacts assessment
2.2Examine and adjust projects and programs that deliver similar business benefits and outcomes
2.3Commission feasibility studies in instances where additional analysis is required to determine investment merit
2.4Identify most appropriate projects and programs to receive organisational investment using a comparative analysis
2.5Determine the budget or financial profile for each project and program

3 Select projects and programs for the portfolio

3.1Use a project selection model to select projects and programs that comprise the portfolio
3.2Review the organisations ideal project and program mix and calibrate the project selection model
3.3Select projects and programs for inclusion in the portfolio based on the project selection model used by the organisation
3.4Solicit project selection decision-making and support from executive management by preparing and presenting information

4 Monitor and apply approval status

4.1Review and update the project and program approval process
4.2Make recommendations to executive management for projects to be included in the portfolio
4.3Facilitate the approval of projects or programs to be included in the portfolio by executive management
4.4Allocate projects and programs a selection status
4.5Provide identified funding and resources to approved projects and programs

Performance evidence

select and balance the portfolio on at least one occasion.
prepare a dependency map
undertake a project selection process
prepare a detailed project register for a portfolio explaining selection, appraisal and approval monitoring
monitor and control the status of project and program approvals.
demonstrate use of analysis methods and techniques, including: cost-benefit analysis, quantitative analysis, scenario planning, probability analysis, graphical analysis methods.

Knowledge evidence

business cases review process
rejected, cancelled or on-hold projects and programs with reasons for rejection
key analysis methods and techniques
process to cancel or put on hold those projects and programs currently underway that have been rejected from the portfolio
list of approved and rejected projects and programs to stakeholders
criterion prioritisation models
supply and demand concepts
methods to determine organisational human resources capacity
structure and use of business cases and feasibility studies.

Foundation skills

Reading: Applies appropriate strategies to construct meaning from complex texts
Writing: Documents results of screening and selection processes Develops documents to communicate results of selection process using appropriate formats and vocabulary
Oral Communication: Presents information using language and features appropriate to the audience Uses active listening and questioning techniques to confirm understanding
Numeracy: Interprets numerical data to determine resource requirements, budgetary needs and funding possibilities Uses analytical processes to evaluate information and decide on most appropriate options
Self-management: Understands the relationship between immediate tasks and the broader goals of the organisation, and uses this to inform decision-making
Teamwork: Plays a lead role in situations requiring effective collaboration and high-level influencing and negotiation skills
Planning and organising: Develops and implements flexible plans for complex, high impact activities with organisational implications Sequences and schedules activities to achieve planned outcomes

Unit content sourced from training.gov.au — © Commonwealth of Australia, licensed under CC BY 4.0. Auditori is not affiliated with the Department of Employment and Workplace Relations.

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Questions about assessing BSBPMG811

What does an assessment tool for BSBPMG811 need to cover?

To satisfy the Principles of Assessment and Rules of Evidence, an assessment for BSBPMG811 needs to address all 39 unit components: 4 elements with 17 performance criteria, 6 performance evidence requirements, 9 knowledge evidence requirements, and the foundation skills. A coverage matrix mapping each question and task to these components is what an auditor looks for.

How does Auditori generate an assessment tool for BSBPMG811?

Auditori pulls the current release of BSBPMG811 from training.gov.au and generates a complete package: candidate assessment, assessor guide with model answers and observation criteria, and a coverage matrix mapping every component. A suitably qualified person then reviews and approves the draft in a built-in workflow — consistent with ASQA's guidance on AI use in VET — before export as branded PDF and editable Word.

Is the first assessment tool really free?

Yes. Every new account includes one free credit — enough to generate the complete assessment tool for BSBPMG811 — with no card and no subscription required. After that it's pay-as-you-go per unit.

Can I check my existing BSBPMG811 assessment instead of generating a new one?

Yes — upload your existing assessment or learner guide and Auditori maps it against every element, performance criterion, PE and KE of BSBPMG811, showing exactly what's covered and what's missing. Mapping costs a quarter of a credit.

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