Project Assessment Pack

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Macallan College is a trading name of Macallan College Pty Ltd. RTO 41030 | ABN: 36 165 356 141 | CRICOS 03468F
Version Number: 1 Unit Code: BSBINS603 Page 1 of 23

BSBINS603
Project Assessment Pack
Pre-Assessment Checklist: Task 2 – Project

The purpose of this checklist
The pre-assessment checklist helps students determine if they are ready for assessment. The
trainer/assessor must review the checklist with the student before the student attempts the
assessment task. If any items of the checklist are incomplete or not clear to the student, the
trainer/assessor must provide relevant information to the student to ensure they understand the
requirements of the assessment task. The student must ensure they are ready for the assessment
task before undertaking it.
Section 1: Information for Students
Make sure you have completed the necessary prior learning before attempting this assessment.
Make sure your trainer/assessor clearly explained the assessment process and tasks to be
completed.
Make sure you understand what evidence is required to be collected and how.
Make sure you know your rights and the Complaints and Appeal process.
Make sure you discuss any special needs or reasonable adjustments to be considered during the
assessment (refer to the Reasonable Adjustments Strategy Matrix and negotiate these with your
trainer/assessor).
Make sure that you have access to a computer and the internet (if you prefer to type the answers).
Make sure that you have all the required resources needed to complete this assessment task.
The due date of this assessment task is in accordance with your timetable.
In exceptional (compelling and compassionate) circumstances, an extension to submit an
assessment can be granted by the trainer/assessor. Evidence of the compelling and compassionate
circumstances must be provided together with your request for an extension to submit your
assessment work.
The request for an extension to submit your assessment work must be made before the due date.
Section 2: Reasonable adjustments
I confirm that I have reviewed the Reasonable Adjustments guidelines and criteria and
attached relevant evidence as required.
In submitting this assessment task, I confirm that:
The purpose and procedures of this assessment task has been clearly explained to me.
I have been consulted about any special needs I might have in relation to the assessment
process.
The criteria used for this assessment has been discussed with me, as have the consequences
and possible outcomes of this assessment.
I have accessed and understand the assessment information as provided in the Macallan
College Student Handbook.
I have been given fair notice of the date, time, venue and/or other arrangements for this
assessment.

 

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Project Assessment Pack
Assessment method-based instructions and guidelines:
Project

Assessment type
Project – Complete a set of activities to initiate and lead applied research
Instructions provided to the student:
Assessment task description:
This is the second (2) assessment task you must successfully complete to be deemed
competent in this unit of competency.
This assessment task requires you to complete a project.
You are required to develop workplace policy and procedures for environmental sustainability
in this assessment task.
You will receive your feedback within two weeks, and you will be notified by your
trainer/assessor when results are available.
You must attempt all activities of the project for your trainer/assessor to assess your
competency in this assessment task.
Applicable conditions:
This project is untimed and is conducted as an open book assessment (this means you are
able to refer to your textbook).
You must read and respond to all the criteria of the project.
You may handwrite/use computers to answer the criteria of the project.
You must complete the task independently.
No marks or grades are allocated for this assessment task. The outcome of the task will be
Satisfactory or Not Satisfactory.
As you complete this assessment task, you are predominately demonstrating your practical
skills, techniques and knowledge to your trainer/assessor.
The trainer/assessor may ask you relevant questions on this assessment task to ensure that
this is your own work.
Resubmissions and reattempts:
Where a student’s answers are deemed not satisfactory after the first attempt, a
resubmission attempt will be allowed.
The student may speak to their trainer/assessor if they have any difficulty in completing this
task and require reasonable adjustments.
For more information, please refer to the Macallan College Student Handbook.
Location:
This assessment task may be completed in:
a classroom
learning management system (i.e. Moodle),
workplace,
or an independent learning environment.
Your trainer/Assessor will provide further student information regarding the location for
completing this assessment task.

 

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Project Assessment Pack

Purpose of the assessment
This assessment task is designed to evaluate student’s following skills and abilities:
Skills to plan, conduct and report on applied research relevant to organisational strategic
practices and outcomes.
Skills to formulate a research proposal or plan which includes:
o Specific research questions or hypotheses
o Valid population or sample size
o Description of the geographical, cultural, social or institutional context within which
the research will be carried out
o Full description of the data collection methods
o Analysis of the limitations to research design including the reliability and validity of
data.
Skills to design an applied research project.
Skills to compile a research report and present research findings.

 

Task instructions
This is an individual assessment.
To ensure your responses are satisfactory you should consult a range of learning resources
and other information such as handouts, textbooks, learner resources etc.
This assessment task requires you to act as Research and development Manager at Coffee
Rome.
You will complete the given activities based on information provided in the case study.
Answers must demonstrate the student’s application of their information and knowledge to
required skills and other applicable criteria according to the unit of competency.
Research must focus on the main factors that need to be focused upon to build a sustainable
supply chain network.
Word limit to complete Activity 1 is 800-1000 words.
Word limit to complete Activity 2 is provided within the template.
Word limit to complete Activity 3 is 800-1000 words.
Time limit to complete Activity 4 is 10-15 minutes.
The Trainer/Assessor will play the role of Operations Manager and the role of the CEO will be
allocated to another staff member/student.
You must complete the templates provided.
The student must be concise, to the point and write answers according to the given word
limit to each question and not provide irrelevant information.
You must write your responses in your own words.
You will be required to complete all parts of this assessment task.

 

Assessment environment
The assessment can be completed in one of the following assessment environments:
Online environment
Simulated environment/ Classroom environment
Workplace environment

 

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Project Assessment Pack
Online Environment
Assessment task instructions
The purpose of this assessment task is to plan, conduct and report on applied research to influence
strategic practices and outcomes within an organisational context.
The training organisation must ensure that the online assessment environment is in accordance
with the requirements specified.
The training organisation will assign a supervisor to the student.
The training organisation will provide the resources required to complete the assessment task.
The student must use the templates provided to document their responses.
The student must follow the word-limits specified in the templates.
The trainer/assessor must assess the student using the performance checklist provided.
Online environment requirements

Assessment task environment
This assessment task will be completed in an online environment prepared by your training
organisation.
All required resources to complete the assessment task will be discussed with the student before they
commence the assessment. The online environment is very much like a learning environment where a
student is able to practice, use and operate appropriate industrial equipment, techniques, practices
under realistic workplace conditions.
Requirements for the online assessment environment
The trainer/assessor will ensure that the online assessment environment is set up to complete this
assessment task.
The online environment consists of:
A learning management system where the student will be required to complete their job-related
tasks and activities
The standard operating/workplace procedures related to the tasks and activities.
The trainer/assessor will provide the student with assistance throughout the assessment
activity.
The online environment must meet the following criteria:

Opportunities for the student to: Yes/No/NA
Follow standard operating/workplace procedures
Use up-to-date software and equipment
Work within stated timelines to meet deadlines

 

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Project Assessment Pack

Gain experience in the challenges and complexities of dealing with multiple tasks
Experience prioritising competing tasks and dealing with contingencies
The environment to work with others in a team
Online assessment environment sufficient to communicate, contribute and participate
in tasks and activities.
Assessment environment sufficient to work independently and manage workload

Resources, tools, and equipment requirements
The following resources, tools and equipment required to complete the assessment task will be
discussed with the student before they commence the assessment:
Workplace personnel/stakeholders to participate in the questioning session requires active
participation in a range of creative thinking activities
o Please refer to the roles and responsibilities section for more information
o This should be organised by the training organisation either via, LMS, telephone
conferences, video conferencing or anything of a similar nature
workplace policies and procedures relevant to performance evidence
legislation and codes of conduct relevant to research.
Online assessment scenario
You are required to plan, conduct and report on applied research to influence strategic practices and
outcomes within an organisational context. You are required to read and understand a predetermined
issue and/or situation and participate in a number of assessment activities.
The following are the goals and objectives to complete this assessment task:
Plan and develop an applied research strategy
Clarify and confirm applied research purpose and requirements of relevant stakeholders
Identify policies and procedures in relation to conducting applied research
Establish methods for collecting and maintaining data in a systematic manner
Analyse factors affecting the reliability and validity of data
Review relevant research ethics and codes of conduct
Prepare applied research strategy and hypothesis
Frame a research strategy according to available tools and resources
Review and evaluate a range of applied research methods, theories and data collection
techniques
Select methods to gather and analyse data according to research strategy
Use a range of applied research techniques
Use suitable technology and technology services to support data collection and analysis

 

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Project Assessment Pack

Access sources of information and contributors relevant to the research
Confirm integrity of the data collected, and analysis tools used
Analyse and present findings
Evaluate how research findings such as trends and changes will impact on requirements of
relevant stakeholders
Review data and research findings for accuracy of details and adherence to any legal
requirements
Collate and analyse data for relevance against the original applied research strategy
Document and present research findings in a clear and logical manner consistent with
stakeholder requirements
Identify the need for, and approach to, further research as required
A supervisor will be assigned to you by your training organisation. The supervisor can answer your
questions related to understanding the requirements associated with the assessment task. The
supervisor will act according to job role and responsibilities.
The supervisor can be your trainer or assessor or a different trainer or assessor or a staff member
(including mentors) from the training organisation.
Roles and responsibilities
As part of your job role, you have the following job responsibilities:
Evaluates and reflects on the need for research to contribute to ongoing organisational
improvement
Collects, analyses, compares and evaluates textual information from a range of resources to
inform research strategies
Develops texts dealing with complex ideas and concepts
Uses specialised and detailed language to convey explicit information, requirements and
recommendations in accordance with legal, ethical and organisational requirements
Uses specialised vocabulary appropriate to context and audience to discuss and confirm
research requirements
Applies listening and questioning techniques to check or confirm understanding
Applies knowledge of mathematical information to statistically analyse data and identify possible
trends and confirm reliability
Takes responsibility for determining applicable organisational policies and procedures and
considering legal and ethical obligations
Monitors adherence to legal and regulatory rights and responsibilities for self and others
Develops plans for complex activities, regularly reviewing priorities and performance during
implementation, identifying and addressing issues as they arise
Task requirements
This assessment task requires you to plan, conduct and report on applied research to influence strategic
practices and outcomes within an organisational context. The assessment activities are mentioned
within the assessment task.

Simulated Environment
Assessment task instructions

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Project Assessment Pack
The purpose of this assessment task is to plan, conduct and report on applied research to influence
strategic practices and outcomes within an organisational context.
The training organisation must ensure that the simulated assessment environment is in
accordance with the requirements specified.
The training organisation will assign a supervisor to the student.
The training organisation will provide the resources required to complete the assessment task.
The student must use the templates provided to document their responses.
The student must follow the word-limits specified in the templates.
The trainer/assessor must assess the student using the performance checklist provided.
Simulated environment requirements

Assessment task environment
This assessment task will be completed in a simulated environment prepared by your training
organisation.
The simulated environment will provide you with all the required resources (such as the equipment
and participants, etc.) to complete the assessment task. The simulated environment is very much like
a learning environment where a student is able to practice, use and operate appropriate industrial
equipment, techniques, practices under realistic workplace conditions.
Requirements for the simulated assessment environment
The trainer/assessor will ensure that the simulated assessment environment is sufficient to complete
this assessment task.
The simulated environment consists of:
The training organisation as the workplace where the student will be required to complete their
job-related tasks and activities
The standard operating/workplace procedures related to the training organisation
The trainer/assessor will provide the student with assistance throughout the assessment
activity.
The simulated environment must meet the following criteria:

Opportunities for the student to: Yes/No/NA
Follow standard operating/workplace procedures
Use up-to-date software and equipment
Work within stated timelines to meet deadlines
Gain experience in the challenges and complexities of dealing with multiple tasks

 

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Project Assessment Pack

Experience prioritising competing tasks and dealing with contingencies
Simulated environment to work with others in a team
Simulated environment sufficient to communicate, contribute and participate in tasks
and activities.
Simulated environment sufficient to work independently and manage workload

Resources, tools, and equipment requirements
The following resources, tools and equipment will be made available by the training organisation at the
simulated workplace to complete this assessment task:
Workplace personnel/stakeholders to participate in the questioning session requires active
participation in a range of creative thinking activities
o Please refer to the roles and responsibilities section for more information
workplace policies and procedures relevant to performance evidence
legislation and codes of conduct relevant to research.
Simulated assessment scenario
You are required to plan, conduct and report on applied research to influence strategic practices and
outcomes within an organisational context. You are required to read and understand a predetermined
issue and/or situation and participate in a number of assessment activities.
The following are the goals and objectives to complete this assessment task:
Plan and develop an applied research strategy
Clarify and confirm applied research purpose and requirements of relevant stakeholders
Identify policies and procedures in relation to conducting applied research
Establish methods for collecting and maintaining data in a systematic manner
Analyse factors affecting the reliability and validity of data
Review relevant research ethics and codes of conduct
Prepare applied research strategy and hypothesis
Frame a research strategy according to available tools and resources
Review and evaluate a range of applied research methods, theories and data collection
techniques
Select methods to gather and analyse data according to research strategy
Use a range of applied research techniques
Use suitable technology and technology services to support data collection and analysis
Access sources of information and contributors relevant to the research
Confirm integrity of the data collected, and analysis tools used
Analyse and present findings
Evaluate how research findings such as trends and changes will impact on requirements of
relevant stakeholders

 

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Project Assessment Pack

Review data and research findings for accuracy of details and adherence to any legal
requirements
Collate and analyse data for relevance against the original applied research strategy
Document and present research findings in a clear and logical manner consistent with
stakeholder requirements
Identify the need for, and approach to, further research as required
A supervisor will be assigned to you by your training organisation. The supervisor can answer your
questions related to understanding the requirements associated with the assessment task. The
supervisor will act according to job role and responsibilities.
The supervisor can be your trainer or assessor or a different trainer or assessor or a staff member
(including mentors) from the training organisation.
Roles and responsibilities
As part of your job role, you have the following job responsibilities:
Evaluates and reflects on the need for research to contribute to ongoing organisational
improvement
Collects, analyses, compares and evaluates textual information from a range of resources to
inform research strategies
Develops texts dealing with complex ideas and concepts
Uses specialised and detailed language to convey explicit information, requirements and
recommendations in accordance with legal, ethical and organisational requirements
Uses specialised vocabulary appropriate to context and audience to discuss and confirm
research requirements
Applies listening and questioning techniques to check or confirm understanding
Applies knowledge of mathematical information to statistically analyse data and identify possible
trends and confirm reliability
Takes responsibility for determining applicable organisational policies and procedures and
considering legal and ethical obligations
Monitors adherence to legal and regulatory rights and responsibilities for self and others
Develops plans for complex activities, regularly reviewing priorities and performance during
implementation, identifying and addressing issues as they arise
Task requirements
This assessment task requires you to plan, conduct and report on applied research to influence strategic
practices and outcomes within an organisational context. The assessment activities are mentioned
within the assessment task.

 

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Project Assessment Pack
Workplace Environment
Assessment task instructions
The purpose of this assessment task is to plan, conduct and report on applied research to influence
strategic practices and outcomes within an organisational context.
The training organisation must ensure that the workplace assessment environment is in
accordance with the requirements specified.
The workplace will assign a supervisor to the student.
The trainer/assessor can also act as a supervisor to the student as well.
The workplace will provide the resources required to complete the assessment task.
The student must use the templates provided to document their responses.
The student must follow the word-limits specified in the templates.
The trainer/assessor must assess the student using the performance checklist provided.
Workplace requirements

Assessment task environment
This assessment task will be completed in your workplace.
The requirements for the workplace environment
The assessment task can be completed in the workplace if the student is currently working or has
access to a workplace meeting the assessment criteria.
The workplace must meet the following criteria:

Opportunities for students to: Yes/No/NA
Follow standard operating/workplace procedures
Use up-to-date software and equipment
Work within stated timelines to meet deadlines
Gain experience in the challenges and complexities of dealing with multiple tasks
Experience prioritising competing tasks and dealing with contingencies
Workplace environment to work with others in a team

 

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Project Assessment Pack

Workplace environment to sufficient to communicate, contribute and participate in
tasks and activities.
Workplace sufficient to work independently and manage workload

Resources, tools, and equipment requirements
The following resources, tools and equipment must be available at the workplace to complete this
assessment task:
Workplace personnel/stakeholders to participate in the questioning session requires active
participation in a range of creative thinking activities
o Please refer to the roles and responsibilities section for more information
workplace policies and procedures relevant to performance evidence
legislation and codes of conduct relevant to research.
Workplace scenario
You are required to plan, conduct and report on applied research to influence strategic practices and
outcomes within an organisational context. You are required to read and understand a predetermined
issue and/or situation and participate in a number of assessment activities.
The following are the goals and objectives to complete this assessment task:
Plan and develop an applied research strategy
Clarify and confirm applied research purpose and requirements of relevant stakeholders
Identify policies and procedures in relation to conducting applied research
Establish methods for collecting and maintaining data in a systematic manner
Analyse factors affecting the reliability and validity of data
Review relevant research ethics and codes of conduct
Prepare applied research strategy and hypothesis
Frame a research strategy according to available tools and resources
Review and evaluate a range of applied research methods, theories and data collection
techniques
Select methods to gather and analyse data according to research strategy
Use a range of applied research techniques
Use suitable technology and technology services to support data collection and analysis
Access sources of information and contributors relevant to the research
Confirm integrity of the data collected, and analysis tools used
Analyse and present findings
Evaluate how research findings such as trends and changes will impact on requirements of
relevant stakeholders
Review data and research findings for accuracy of details and adherence to any legal
requirements
Collate and analyse data for relevance against the original applied research strategy
Document and present research findings in a clear and logical manner consistent with
stakeholder requirements

 

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Project Assessment Pack

Identify the need for, and approach to, further research as required
A supervisor will be assigned to you by your training organisation. The supervisor can answer your
questions related to understanding the requirements associated with the assessment task. The
supervisor will act according to job role and responsibilities.
The supervisor can be your trainer or assessor or a different trainer or assessor or a staff member
(including mentors) from the training organisation.
Roles and responsibilities
As part of your job role, you have the following job responsibilities:
Evaluates and reflects on the need for research to contribute to ongoing organisational
improvement
Collects, analyses, compares and evaluates textual information from a range of resources to
inform research strategies
Develops texts dealing with complex ideas and concepts
Uses specialised and detailed language to convey explicit information, requirements and
recommendations in accordance with legal, ethical and organisational requirements
Uses specialised vocabulary appropriate to context and audience to discuss and confirm
research requirements
Applies listening and questioning techniques to check or confirm understanding
Applies knowledge of mathematical information to statistically analyse data and identify possible
trends and confirm reliability
Takes responsibility for determining applicable organisational policies and procedures and
considering legal and ethical obligations
Monitors adherence to legal and regulatory rights and responsibilities for self and others
Develops plans for complex activities, regularly reviewing priorities and performance during
implementation, identifying and addressing issues as they arise
Task requirements
This assessment task requires you to plan, conduct and report on applied research to influence strategic
practices and outcomes within an organisational context. The assessment activities are mentioned
within the assessment task.

 

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Project Assessment Pack
Assessment Task 2 – Project
Project
Case study:
Coffee Rome is a well-known coffee brand that operates 21,000 stores across the world. Along with the
coffee stores, the business also has a wholesale company which supplies whole beans and ground coffee.
Business model
Coffee Rome operates under a franchise model. The company is known for its replicated consistency
across the globe. Franchising helps this company to access capital as well as reduces risks that would
tarnish its brand image
Focus and branding
Coffee Rome’s primarily brands itself as a provider of beverages offering a typical coffee house dining
experience. The coffee shops are designed with the customer’s comfort in mind. An inviting décor and
free internet provide an enticing option for people who are looking for a place to meet up with friends,
relax or read. This attracts customers who are willing to pay for quality products and services.
Coffee Rome compared to its competitors, has tight margins. There is no room for inefficiency and waste,
especially in the supply chain.
Global challenges Coffee Rome faces in the supply chain
The company has had exponential growth over the past decade. But, over the last three years, the
company has faced issues related to increases in the cost of coffee beans from the suppliers. The supply
chain has contributed to a great extent to the operational costs.
This is because there is a high degree of risk and uncertainty in their supply chain. The threat of disease,
significant rain, and changing temperatures mean coffee yields can vary substantially from year to year.
The global challenges Coffee Rome faces in the supply chain:
First and foremost is climate change. Coffee is an agricultural product which falls victim to climate
change impact. Disproportional high-altitude rains, extreme temperatures, and severe hurricanes
have enabled pests and diseases that have directly impacted the coffee farms as well as the coffee
yields.
Logistics is another global challenge that faces Coffee Rome. The uncertainty especially when
working with numerous suppliers across the world is endless. Rising fuel costs have impacted the
cost of getting products to stores.
Another challenge that the company faces is the rising prices of coffee beans. This has partly
resulted from increased demand for high-quality coffee beans. Coffee Rome’s margins are affected
by price hikes of coffee beans and a shortage in supply.
Supply chain risks that the Coffee Rome faces
The company identified the following major risks to the coffee supply chain:
Production risks associated with suppliers (availability of raw product)
Market risks
o Coffee price volatility
o Steep and prolonged price fall as new competitors is entering the market.

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Project Assessment Pack
o Counterpart risk (arising from other businesses inability to meet their financial obligations
when buying wholesale).
o Exchange rate and interest rate volatility
Enabling environment risks (quality of products)
o Reputational risk
Considering the challenges and the risks that the company faces, management has decided to change its
strategic direction and develop new strategies. They will introduce changes in Coffee Rome’s global
supply-chain management, with a view to reducing costs by developing a sustainable coffee supply chain.
The main factors that need to be focused on to build up a sustainable supply chain network are:
A centralised system to manage the logistics networks and the supply chain across the continents.
Digital technologies to be used to ensure that Coffee Rome’s supply chain is efficient and that the
company can cope with the global demand for high-quality coffee.
Monitor the demand in real-time. Production, distribution and schedules to be modified and
developed in times of need, giving the supply chain added flexibility and allowing Coffee Rome to
address peaks in demand.
Supply chain management: Use of innovative supply chain and logistics management to reduce
energy consumption and control pollution levels from transportation and production processes.
Reverse logistics: This relates to the recycling of containers, packaging materials and the use of
environmentally friendly materials
Corporate social responsibility towards coffee farmers and the environment.
Workplace policies and procedures and legislation and codes of conduct
Policy title: Initiating and leading applied research
Policy scope: Planning, implementing, and reporting on applied research within an organisational
framework to affect strategic governance and procedures.
Guidelines:
The researchers must comply with all applicable legislation and regulatory requirements and
guidelines.
The research proposal template must be completed according to the guidelines provided.
The research proposal must include the following information:
o Title
o Brief Introduction
o Background and statement of the problem (including a thorough literature review)
o Research question or hypothesis, aim and objectives
o Study design (the type of study)
o Study population and sampling
o Data collection methods and instruments
o Data analysis methods – if applicable statistical planning must be fully addressed, or the
student should provide evidence that statistics are not required.
o Mechanisms to assure the quality of the study – e.g., control of bias, safe storage of data
o Participants in the study – all people involved in the study, and the role they play, should
be identified.
o Ethical considerations
o Resources required for the study, including budget if applicable
o References
o Appendices (copies of questionnaires, consent forms, etc.)
Activities must be completed according to the guidelines provided.

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Project Assessment Pack
Codes of conduct:
Completeness: Researchers must have in order to carry out research “What do I need for this?”
Behaviour: This is shown during research. “How am I going to do this?”
Competences: That is the result of research. “What is the desired result?”
Substantive quality criteria (Depending on the type of research and required level)
Collect the data as efficiently and effectively as possible.
Develop creative, innovative, and applicable solutions in practice.
The way in which data is collected, and how various interests groups are involved in the data
collection.
Task:
You are working as a Research and Development Manager at Coffee Rome. Management has asked you
to initiate and lead the applied research on the sustainable supply chain network that addresses Coffee
Rome’s issues.
To do so, you need to complete the following activities:
Activity 1: Formulate a research proposal
Activity 2: Design an applied research project.
Activity 3: Compile a research report.
Activity 4: Present the research findings.

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Project Assessment Pack
Activity 1: Formulate a research proposal or plan
This activity requires the student to formulate a research proposal. The research proposal must include:
A clear and detailed statement of the research purpose and question or hypothesis being
investigated and how it meets the needs of the target group.
A description of the geographical, cultural, social or institutional context within which the research
will be carried out.
A clear and detailed statement of the policies and procedures for conducting the research which
includes consideration of all ethical requirements relevant to the context and how data will be
collected and stored.
A description of the research methodology, data collection and analysis method to be used,
population or sample size and factors affecting the integrity, validity and reliability of the research.
An analysis of the limitations of the research within the specific context, which are to be considered
when designing the research questions and procedures.
Document the requirements above by using the template provided below.

THE RESEARCH PROPOSAL TEMPLATE
This document has been set up to assist you in preparing the text for your research proposal. It will
help you set out the research proposal, in terms of text layout, section headings and sub-sections.
The Research Proposal is a complete description of the intended research, developed under the
supervision of the assigned supervisor.
Through the full proposal, you must demonstrate that the study will contribute to the solution of the
problem. The full research proposal must be between 800-1000 words and should include the following:
Title
Brief Introduction
Background and statement of the problem (including a thorough literature review)
Research question or hypothesis, aim and objectives
Study design (the type of study)
Study population and sampling
Data collection methods and instruments
Data analysis methods – if applicable statistical planning must be fully addressed, or the candidate
should provide evidence that statistics are not required.
Mechanisms to assure the quality of the study – e.g. control of bias, safe storage of data
Participants in the study – all people involved in the study, and the role they play, should be
identified.
Ethical considerations
Resources required for the study, including budget if applicable
References
Appendices (copies of questionnaires, consent forms, etc.)
How to use this template:
The template provides the sections, headings and subheadings that are required for your proposal.
Edit the text where appropriate and insert your text as per your proposal, i.e. type into the document.
Do not use more than three levels of headings (i.e. the main heading, a sub-heading and a sub-sub
heading).

 

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Project Assessment Pack
Activity 2: Design an applied research project
This activity requires you to design an applied research project using applied research tools and
techniques. The applied research report must include:
A description of the review and evaluation of the applied research methods and techniques,
including at least two methods and at least three techniques. You need to select the methods and
techniques which will optimise the collection of useful data for your specific research.
Justify the methods and techniques selected.
Design three (3) data collection tools for your research project, which are examples of the
techniques selected. Include the required specifications for participants, supporting documents
and instructions and the proposed analysis procedures.
Collect data using the selected data collection techniques.
Provide evidence of how the selected research tools, resources and techniques were appropriate
for the context. Provide a reference for the research tools, resources and techniques used.
Conduct a review of the tools used with your trainer/assessor. Document any modifications made
and why these were made.
Assessment task template:
You must use the template below to complete this activity:

Review and evaluation of applied research methods and techniques (100-150 words)
Include at least two methods and at least three techniques
Selection of methods and techniques to optimise the collection of useful data for your
specific research
Why you have chosen the above techniques? (50-100 words)
Three (3) data collection tools for your research project
Data collection tools must be examples of the techniques selected
Include the required specifications for participants, supporting documents and instructions,
proposed analysis procedures.

 

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Project Assessment Pack

Data collected (400-500 words)
Evidence of consideration of a range of available research tools, resources and techniques
appropriate to the context (100-150 words)
Outcomes of the review of the tools with trainer/assessor. (50-100 words)

 

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Project Assessment Pack
Activity 3: Compile a research report
Write a research report which includes a detailed description of the following:
Aims of the research, the purpose and context of the project including who initiated the research
and who it was for.
Research one or more questions or hypothesis, including any policy or ideological context, or
personal views.
Define a ‘Research Strategy’ including a justification for the approach used.
Data collection techniques.
Data analysis and findings including any threats to the integrity of the data, trends and challenges.
Implications of the research on business practices and an evaluation of how the research will
impact the business.
Recommendations for further research if required.
References.
Your report must also include;
A cover sheet with the unit of competency and your name a version control information

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Project Assessment Pack
Assessment task template:
Use the research report template below to complete this activity:

Research Report
Table of content
Introduction
The main body
of the report to cover the following topics with appropriate details;
Aims of the research, the purpose and context of the project including who initiated the research
and who it was for.
Research one or more questions or hypothesis, including any policy or ideological context, or
personal views.
Define a ‘Research Strategy’ including a justification for the approach used.
Data collection techniques.
Data analysis and findings including any threats to the integrity of the data, trends and
challenges.
Implications of the research on business practices and an evaluation of how the research will
impact the business.
Recommendations for further research if required.
References.

Summary and review
Glossary
References

 

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Project Assessment Pack
Activity 4: Present research findings
This activity is a continuation of Activity 3.
In this activity, you are required to present your research findings to the Operations Manager and the
CEO of the organisation.
In this task, you will act as the Research and Development Manager.
The Assessor will play the role of the Operations Manager, and the role of the CEO will be allocated to
another staff member/student.
At the meeting, you must present your findings, answer any questions from the Operations Manager and
the CEO about the proposed solution and seek their approval for the project implementation.
Before the meeting, you need to:
Prepare a meeting agenda using the template provided.
Prepare a presentation that includes the following:
o Current challenges of the business
o Proposed solution/s from Activity 3.
o How the proposed solution/s addresses the global supply chain issues.
o Recommendations for further research if required.
During the meeting, you need to:
Deliver a presentation.
Apply listening and questioning techniques to check or confirm understanding.
Request feedback from the Operations Manager and the CEO.
The Operations Manager and the CEO will:
Ask you questions about solutions related to the solutions proposed to address global supply chain
issues.
After the meeting, you must gain the approval from the Operations Manager and the CEO and complete
the “Minutes-of-Meeting” template provided below.

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Project Assessment Pack
Meeting agenda template:

Date/Time:
Location:
Chairperson:
Meeting Attendees:
Full names and roles
Agenda Item/Topic Discussion/Outcomes Action Officer Due Date
Welcome
(Agenda item 1)
Topic?
(Agenda item 2)
Topic?
(Agenda item 3)
Topic?
Summary Overall Summary
Decision/s
Action/s if any
Next meeting
time/date
Meeting closed at:
These minutes are a
true and accurate
record of the meeting
Approved/confirmed by whom?

 

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Meeting minutes template:

Minutes of Meeting
Meeting Objective:
Attendees:
Venue:
Date:
No. Points Discussed Actions Suggested Target Date
Signature of attendee 1: Signature of attendee 2:
Signature of attendee 3: Signature of attendee 4: