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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Establish a project or project phase and its processes for a simple to moderately complex project 
SAQA US ID UNIT STANDARD TITLE
243814  Establish a project or project phase and its processes for a simple to moderately complex project 
ORIGINATOR
SGB Project Management 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Project Management 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular-Fundamental  Level 5  Level TBA: Pre-2009 was L5  14 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
Learners credited with this unit standard are able to acquire and induct project team members and explain the project and the required procedures to them. Learners will also be able to source, acquire and allocate 'non-people' resources as well as be able to establish the physical and virtual workplace environment for a project. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
It is assumed that learners are competent in:
  • Mathematical Literacy at NQF Level 4 or equivalent.
  • Communication at NQF Level 4 or equivalent.
  • Computer Literacy at NQF Level 3 or equivalent.
  • Unit Standard: Develop an integrated project management plan for a simple to moderately complex project at NQF Level 5. 

  • UNIT STANDARD RANGE 
    Simple to moderately complex project can be defined as projects that have:
  • A high degree of stability, few uncertainties or low rate of change with regard to expected deliverables, phase contents, organisational process and procedures, legislation and team members.
  • Limited range of different methods or approaches relating to; the design and creation of deliverables and end products.
  • Low to moderate impact on the environment and or socio economic elements; Moderate to low need to comply with legislation; Moderate number of stakeholders affected by or interested in the project.
  • Low strategic importance to the organisation or organisations involved; Not necessary identified in strategic plans.
  • Stakeholders, that are in agreement about the characteristics of the product of the project; Benefits of the project well defined and agreed.
  • Low number of different organisations participating in the project; A low number; and or wide variety of interfaces between the project and other organisational entities in order to produce the end deliverable. 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Demonstrate an understanding of the project and the project management procedures. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The purpose, approach, scope, deliverables and time frames of the project are explained in accordance with the approved project management plan. 

    ASSESSMENT CRITERION 2 
    Project management processes and phases are identified and explained in line with the project management plan and agreed timelines. 

    ASSESSMENT CRITERION 3 
    Project methodology to be used is explained in accordance with the approved project management plan and operating requirements. 
    ASSESSMENT CRITERION RANGE 
    Project methodologies include but are not limited to control procedures, purchasing procedures, templates and standards.
     

    ASSESSMENT CRITERION 4 
    Stakeholder relationship management plan and communication management plan and methods are explained in accordance with project management plan. 

    SPECIFIC OUTCOME 2 
    Acquire and induct project team members. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Project team members are identified and acquired in line with defined project roles and responsibilities. 
    ASSESSMENT CRITERION RANGE 
    Team members may be permanent or contracted.
     

    ASSESSMENT CRITERION 2 
    Team members are briefed and orientated on the project and work environment within required time frame. 

    ASSESSMENT CRITERION 3 
    Team and or individual roles and responsibilities are delegated according to the project management plan. 

    ASSESSMENT CRITERION 4 
    Project work is allocated to individual project team members in accordance with the project management plan. 

    ASSESSMENT CRITERION 5 
    The needs of Individual team members are identified and addressed in accordance with legislative and/or organisational policy and/or project policy. 

    ASSESSMENT CRITERION 6 
    Project team rules are discussed and agreed with team members and recorded in required format. 

    SPECIFIC OUTCOME 3 
    Acquire and allocate 'non-people' resources for the project. 
    OUTCOME RANGE 
    Resources may include but is not limited to: equipment, tools, seating, furniture, communication tools such as web access, e-mail, cell phones, specialised equipment. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Resources are acquired in accordance with the agreed project management plan and or internal or external acquisition procedures. 

    ASSESSMENT CRITERION 2 
    Resources are allocated in accordance with the agreed project management plan. 

    ASSESSMENT CRITERION 3 
    Resources required by team members to conduct project work are made available as and when required. 

    ASSESSMENT CRITERION 4 
    Project asset register is maintained in line with project and or organisational standards and procedures. 

    SPECIFIC OUTCOME 4 
    Establish physical and virtual workplace environment. 
    OUTCOME RANGE 
    Virtual workplace may include but is not limited to: project activities are not always conducted in the same physical location. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Available facilities are investigated and needs to accommodate project team members and other resources are identified in accordance with legislation, the project management plan and team member needs. 
    ASSESSMENT CRITERION RANGE 
    Needs could include but are not limited to: seating, storage, communications, technology, access, equipment, special needs of team members e.g. wheelchair access.
     

    ASSESSMENT CRITERION 2 
    A safe working environment is established in accordance with relevant legislation. 

    ASSESSMENT CRITERION 3 
    A secure working environment is established in line with integrated project plan. 

    SPECIFIC OUTCOME 5 
    Develop project procedures, standards and templates. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    A team charter is compiled in the required format that describes the team expected behaviours. 

    ASSESSMENT CRITERION 2 
    Project control procedures are compiled in accordance with project management plan requirements. 
    ASSESSMENT CRITERION RANGE 
    Control could include but are not limited to: safety requirements, reporting escalation, change control, purchasing, approvals, levels of authorities.
     

    ASSESSMENT CRITERION 3 
    Documentation procedures and standards are compiled in accordance with the project management plan requirements. 
    ASSESSMENT CRITERION RANGE 
    Standards could include but are not limited to: naming, filing of content.
     


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • An individual wishing to be assessed (including through RPL) against this unit standard may apply to an assessment agency, assessor or provider institution accredited by the relevant ETQA.
  • Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this unit standard or assessing this unit standard must be accredited as a provider with the relevant ETQA.
  • Moderation of assessment to be conducted by an accredited provider according to internal approved provider policy and the relevant ETQA guidelines.
  • Moderation of assessment will be conducted by the relevant ETQA at its discretion. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Knowledge of team management methodologies.
  • Knowledge of procedure and template design.
  • An understanding of effective communication methods and techniques.
  • An understanding of asset management and asset register. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems related to the allocation of resources to meet project objectives. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others in the process of establishing the physical and virtual workplace environment. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, evaluate, organise and critically evaluate information while acquiring and allocating 'non-people' resources and project team members. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively with individuals when explaining the project management strategy for a project. 

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology when explaining the project management strategy of the project and communication requirements. 

    UNIT STANDARD CCFO CONTRIBUTING 
    In order to contribute to the full personal development of each learner and the social and economic development of society at large, it must be the intention underlying any programme of learning to make an individual aware of the importance of being culturally and aesthetically sensitive across a range of social contexts especially when acquiring and inducting project team members. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    Terms, techniques and processes referred to in this unit standard are based upon recognised best practice for generic project management reflected in industry standards such as:
  • Standards from Project Management Institute (PMIŽ) such as:
    > A Guide to the Project Management Body of Knowledge (PMBoK Guide), 2000 and 2004 versions, from Project Management Institute (PMIŽ).
    > Extensions to PMBoKŽ Guide from PMIŽ.
    > Work Breakdown Structure.
    > Earned Value.
  • Body of Knowledge from Association for Project Management, UK.
  • ISO 10006.
  • British Standard 6079.
  • IPMA Competence Baseline from International Project Management Association.
  • Project Management role delineation studies from PMIŽ for CAPM and PMP.
  • Project Management Competency Development Framework from PMIŽ 2002.
  • Emerging global performance standards for project management personnel (GPSPMP - Global).
  • Australian National Competency Standards for Project Management 2003. 

  • QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  58309   National Diploma: Project Management  Level 5  NQF Level 05  Reregistered  2023-06-30  SERVICES 
    Elective  79886   National Certificate: Business Advising  Level 5  NQF Level 05  Reregistered  2023-06-30  SERVICES 
    Elective  58395   National Certificate: Project Management  Level 5  Level TBA: Pre-2009 was L5  Reregistered  2023-06-30  SERVICES 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    NONE 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.