ILM by City & Guilds · 8725-509Mandatory unit

Unit 509: Project management

This unit will provide the knowledge and skills required to support learners in the ability to manage projects which is an essential leadership and management skill. This unit establishes the key differences between Business As Usual (BAU) and a project. Learners will develop the knowledge and skills to apply a variety of project management principles, methodologies, tools and techniques to manage a project. By the end of the unit they will be able to plan, set up and manage a project, including monitoring progress and reporting on outcomes.

In short

Unit 509 Project management is a 6-credit optional Level 5 unit — the largest in the suite — requiring you to plan and manage a real project. It starts from the distinction between business as usual and a project, and covers governance, planning, stakeholder collaboration, change impact, progress reporting and closure.

Level

RQF Level 5

Credit value

6 credits

Guided learning

59 hrs

Assessment criteria

19 criteria

Learning outcomes and assessment criteria

To achieve unit 509 your portfolio must evidence every assessment criterion below. There is no exam and no written assignment — you demonstrate each criterion using evidence from your own work.

Learning outcome 1

Understand the project lifecycle, governance and teams

  • 1.1

    Explain the stages of a project lifecycle

    What this covers: Stages: initiation, planning, execution, monitoring, closure.

  • 1.2

    Outline different approaches to the project lifecycle

    What this covers: Approaches: linear, iterative and hybrid.

  • 1.3

    Describe the key roles and responsibilities in a project team

    What this covers: Key roles: project owner, project board member, project sponsor, project manager, project team lead, project team member, specialists/subject matter experts, project administrator.

  • 1.4

    Describe project governance requirements

    What this covers: Project governance requirements: governance structure, lines of reporting, frequency and channels of communication, risk management.

Learning outcome 2

Understand how to plan, manage and evaluate projects

  • 2.1

    Explain how to create a project plan

    Evidence requirement: Evidence must include project scope, project schedule, communication plan, risk management, stakeholder engagement plan, resource plan, project goals and objectives, budget.

  • 2.2

    Evaluate project management tools and their application

    Evidence requirement: Evidence must include at least four project management tools.

    What this covers: Types of project management tools can include: business case proposal, Project Initiation Document (PID), PESTLE, SWOT, Work Breakdown Structures (WBS), PERT Diagrams, SMART objectives, Gantt charts, Plan on a Page, Communication plan, RACI matrix, as well as proprietary or bespoke organisational/software systems.

  • 2.3

    Assess tools and techniques to support collaborative working with stakeholders

    Evidence requirement: Evidence must include at least one stakeholder mapping/analysis tool and one communication approach.

    What this covers: Tools and techniques: stakeholder mapping and analysis, communication approaches.

  • 2.4

    Examine potential impacts of project changes

    What this covers: Project changes: scope, quality, timescales, resources, budget, risk.

  • 2.5

    Explain methods used to report project progress

    Evidence requirement: Evidence must include at least three methods, one of which should be digital.

    What this covers: Methods: formal and informal.

  • 2.6

    Describe ways to determine project success

    Evidence requirement: Evidence must include at least three approaches to determine project success.

    What this covers: Ways: measure against KPIs, compare results against benchmarks, review stakeholder satisfaction, assess benefit realisation, review effectiveness of resource use and budget.

  • 2.7

    Explain the importance of project closure and evaluation

Learning outcome 3

Be able to plan projects

  • 3.1

    Create project plans using appropriate project management tools

    Evidence requirement: Evidence must use a recognised project management approach and include: • project background, purpose • objectives • deliverables • stakeholders • tasks • resource requirements • milestones and delivery dates • costs.

    What this covers: Evidence may include but is not limited to, SWOT, Work Breakdown Structures (WBS), Critical Path Analysis (CPA), PERT Diagrams, set SMART objectives, Gantt charts, Plan on a Page, Resource Histograms, Fishbone/Ishikawa, risk matrix, urgency assessment, RACI matrix etc). Include project evaluation activities within the plan. Project plans: scope, objectives, timelines, communication, risk, stakeholders, resources, budget, quality assurance.

  • 3.2

    Agree project plans with relevant stakeholders

Learning outcome 4

Be able to manage projects

  • 4.1

    Allocate resources in accordance with project plans

    What this covers: Evidence should include following the agreed project plan to secure the required resources for delivery, including people, facilities, budget, equipment etc. Confirmation of commitment to supplying resources from stakeholders (eg the line managers of the staff who will be involved to ensure that time will be allocated accordingly). Resources: people, materials, facilities, equipment, budget.

  • 4.2

    Brief project team members on their roles and responsibilities

    What this covers: Evidence should include meeting with the project team to start the project and brief them on their roles and responsibilities. providing supporting documentation to illustrate key information and timescales (eg Gantt Chart, Plan on a Page), providing project briefs for all project team members to clarify what is expected of them, outlining where information will be maintained to create a transparency and ease of access, among the project team.

  • 4.3

    Implement and monitor project plans against set milestones

    What this covers: Evidence should include starting the project and monitor progress using relevant plans and documentation (eg project plan, stakeholder analysis, action log, risk register, RAID, status reports, etc). Tracking the budget spend to ensure that this remains within agreed tolerances. Monitoring the progress towards and achievement of milestones, ensuring that these are on track. Escalating problems/issues related to budgets and deadlines that will potentially impact on overall project delivery.

  • 4.4

    Review project activities, adjusting if required

    Evidence requirement: . LO3 and LO4 Only a single project is required for evidence. During the planning and management of the project, the learner must comply with organisational policies and procedures, legal, regulatory, ethical and sustainability and any other applicable requirements. The learner must initially identify stakeholders and secure their agreement as to the objectives and scope of the proposed project. The number of stakeholders in a project will vary. The learner must allocate resources in accordance with the project plan and brief project team members as required to ensure they understand their roles and responsibilities. The learner is required to use appropriate project management tools and techniques to implement and monitor the plan and revise in response to any required changes. The portfolio should reflect no more than 12 months of a project timeline and include a minimum of two reviews.

    What this covers: Evidence should include reviewing the effectiveness of the project at regular intervals as specified on the plan. Using project management tools to track/monitor delivery against plan, manage resources and ensure outcomes remain deliverable. Using relevant documents to review effectiveness (eg plan, action log, RAID, notes from meetings, status reports etc). *Adjusting project plan as necessary taking action to support project success. *The project may not require any adjustments.

  • 4.5

    Keep stakeholders up to date with developments

    What this covers: Evidence should include recording project risks and issues that occur and managing these in line with agreed project governance. Stakeholders may be internal and/or external. Adapting project plans, as circumstances change, based on agreements made with stakeholders. Developments: positive and negative occurrences.

  • 4.6

    Review own ability to manage projects

    Evidence requirement: Evidence must include at least two reflections carried out on a minimum of two occasions preferably at the same time as the reviews for

How to approach unit 509

Written by our assessment team: what the criteria mean in practice, the evidence that works, and where learners get caught out.

What this unit is really about

Unit 509 is the biggest Level 5 unit at 6 credits, and unlike the Level 3 equivalent (306, which asks you to contribute to a project) this one asks you to plan and manage one. Four outcomes: lifecycle and governance knowledge, planning and evaluation knowledge, then planning projects and managing projects in practice.

The spec is explicit that the unit establishes the key differences between Business As Usual (BAU) and a project, so get that right early: a project is temporary, has a defined start and end, delivers a unique output, and closes. BAU is continuous and repeatable. Improving the monthly report every month is BAU; replacing the reporting system is a project. Choosing a piece of BAU as your project is the most common way to fail this unit.

The evidence that works

Learning outcomeEvidence that works well
LO1 — lifecycle, governance, teamsThe stages, different lifecycle approaches (waterfall, agile, hybrid, stage-gate), the roles, and your organisation's governance requirements
LO2 — plan, manage, evaluateHow to create a plan, an evaluation of tools, an assessment of collaboration tools, an examination of change impacts, reporting methods, success measures, and why closure and evaluation matter
LO3 — plan projectsThe plan itself, produced with real tools, and evidence that stakeholders agreed it
LO4 — manage projectsResource allocation, briefing records, monitoring against milestones, adjustments made, stakeholder updates, and a review of your own ability

Criterion 3.2 — agree project plans with relevant stakeholders — needs an artefact: a sign-off email, minuted approval, or a signed plan. Keep it, because it is the criterion learners most often have no evidence for.

Choosing a project that will finish

The practical constraint is time. LO4 needs implementation, monitoring, adjustment and a review, so your project must reach a reportable stage within your enrolment. Safe choices: a system or process implementation in one department, an office or site move, a new service launch to one customer group, a compliance or accreditation exercise, a recruitment and onboarding programme for a cohort.

If your project is genuinely long, evidence a defined phase with its own start, end and deliverable, and say so explicitly. Assessors accept a clearly bounded phase; they cannot accept a plan with no outcome.

Where Level 5 depth shows

2.2 evaluate project management tools. Evaluation means judgement with trade-offs, not a list. A Gantt chart communicates dependencies to stakeholders but rots the moment reality diverges and nobody updates it; a Kanban board reflects real flow but hides the deadline; critical path analysis exposes what actually matters but demands duration estimates you may not have. Say which you used and why it suited your project.

2.4 examine potential impacts of project changes. This is change control — scope, cost, time, quality and risk moving together, and the governance route for approving a change. Iron triangle thinking is fine here, provided you apply it to a real change request you handled.

4.6 review own ability to manage projects. A frank reflection, ideally with feedback from your sponsor or team, and a development action. Vagueness here is visible.

Useful reading

Supporting information for unit 509

Unit aim: This unit will provide the knowledge and skills required to support learners in the ability to manage projects which is an essential leadership and management skill. This unit establishes the key differences between Business As Usual (BAU) and a project. Learners will develop the knowledge and skills to apply a variety of project management principles, methodologies, tools and techniques to manage a project. By the end of the unit they will be able to plan, set up and manage a project, including monitoring progress and reporting on outcomes.

Evidencing this unit

All evidence for the skills learning outcomes must be generated in the workplace or a realistic working environment, and must be valid and attributable to you.

  • Workplace documentation and records — team development plans, project implementation reports, meeting agendas and minutes, training materials
  • Video clips, up to a maximum of 15 minutes
  • Projects
  • Reflective accounts, journals and logs
  • Assessment observation
  • Witness testimonies

Where unit 509 counts

This unit sits in the ILM Level 5 Leadership and Management suite (8725) and counts towards the pathways below, from £695.

Frequently asked questions

What is the difference between a project and business as usual?

A project is temporary, with a defined start and end, delivering a unique output, and it closes. BAU is continuous and repeatable. Improving the monthly report each month is BAU; replacing the reporting system is a project.

What if my project will not finish during the course?

Evidence a clearly bounded phase with its own start, end and deliverable, and state that explicitly. Assessors accept a defined phase; they cannot accept a plan that never reaches an outcome, because LO4 needs implementation, monitoring and review.

Is unit 509 mandatory?

Yes. Unit 509 is a mandatory unit — every learner on the relevant pathway must complete it.

How is unit 509 assessed?

Assessment is a portfolio of evidence, centre-devised and internally set and marked. There are no exams and no written assignments.

What evidence can I use for unit 509?

All evidence for the skills learning outcomes must be generated in the workplace or a realistic working environment, and must be valid and attributable to you. Workplace documents, projects, reflective accounts, observation records and witness testimonies are all valid sources.

Which qualifications include unit 509?

It counts towards the Level 5 Award, Level 5 Certificate, Level 5 Diploma, Level 5 Extended Diploma.