INTRODUCTION
Unit code	Title	Training Package
BSBADM506	Manage business document design and development	Business Services Training Package

For further information regarding assessment criteria, including:

• application of unit
• elements and performance criteria
• assessment requirements
• modification History
• performance Evidence
• knowledge Evidence
• assessment conditions. 

Understanding assessment terminology
Describe: Give a detailed account by recounting, characterising, outline and relating, in sequence, an event, situation, theory or point.
Explain: Clarify or elaborate on the facts.  Focus on reasons how and why things happen or a why a particular point is important in the relevant context.
List: Using dot points, list a series of points, steps or stages that relate to the question.
Outline: Leaving out minor details, give an account of thing or a process outlining the main points of a topic.
Review: Provide a summary while analysing and commenting on the evidence, argument or other relevant points.
Summarise: Identify and interpret the most relevant features of a theory, discuss issue or detail, leaving out the finer details.
Develop: Involves the creation of the materials/activities/procedures to achieve the outcome.  This is about designing and creating.
Implement: After materials/activities/procedures are developed, test all materials/procedures to determine if they are functional and appropriate for the intended audience.
Evaluate: ensures that the materials/activities/procedures achieve their desired goals and involves a detailed review including any recommendations for change and reasons.
Plagiarism
While cooperative effort and the sharing of information are encouraged, you must ensure your assignments and assessments are representative of your own effort, knowledge and skills. You must not take the work of others and present it as your own. Plagiarism may result in the assignment/assessment being deemed to be “not yet competent” by the assessor.
Students accused more than once of academic misconduct, including plagiarism, may be dismissed or cancelled from their course at the discretion of the Clinton Institute Director of Studies.
Plagiarism can take several forms.

• Quoting from a book or an article without acknowledging the source
• Handing in someone else’s work as your own
• Stealing and passing off another person’s words or ideas and claiming them as your own
• Giving incorrect information about the source of a quotation or idea
• Downloading information from the internet without acknowledging the source
• Copying a section of a book or article and submitting it as one’s own work
• Presenting something as a new and original idea or producing something which was derived from an existing source.

Referencing Materials
If you are unfamiliar with how to reference, we recommend that you review http://www.citethisforme.com/harvard-referencing. Two types of citations are included:

• In-text citations are used when directly quoting or paraphrasing a source. They are located in the body of the work and contain a fragment of the full citation.Depending on the source type, some Harvard Reference in-text citations may look something like this:
  • “After that I lived like a young rajah in all the capitals of Europe…” (Fitzgerald, 2004).
• Reference lists are located at the end of the work and display full citations for sources used in the assignment. Here is an example of a full citation for a book found in a Harvard Reference list:
  • Fitzgerald, F. (2004). The great Gatsby. New York: Scribner.*
• It is preferred that students utilises Harvard Style referencing. Generally, Harvard Reference List citations follow this format:
  • Books: Last name, First Initial. (Year published). Title. City: Publisher, Page(s).
  • Journals/publication: Last name, First initial. (Year published). Article title. Journal, Volume (Issue), Page(s).
  • Websites: Website name, (Year published). Page title. [Online] Available at: URL [Accessed Day Mo. Year].

Understanding your results
The great thing with competency-based training is that you are either deemed ‘competent’ (you can demonstrate the required skills and knowledge) or ‘not yet competent’ (at this time, you haven’t been able to demonstrate required skills or knowledge). The key word is “YET”.
Your trainer will provide you with feedback on your assessments so that you know what you have done well in your assessment and what you need to improve upon or fix. An “NYC” result does not mean that you have failed and that is it. You have the opportunity to try again.  It could be that one question in your assessment was deemed not yet satisfactory(NS) and this is the only question that will require review.
Assessment outcomes
Each assessment task will be given an outcome of either Satisfactory (S) or Not Yet Satisfactory (NYS). You must complete all tasks satisfactorily to achieve an overall outcome of Competent (C) for a unit. If one or more of tasks are assessed as not yet satisfactory, you will be given an overall outcome for the unit of Not Yet Competent (NYC).
You will be allowed up to two (2) reassessments attempts to complete the task and achieve a satisfactory outcome. You will be given a time frame for re submission and advised what you must include in the re submission.
There is an Assessment Task # – Outcome Record at the end of each discreet assessment activity. Assessors will fill this out for each assessment activity. The summary of the outcomes will be transferred to the Overall Unit – Record of Assessment Outcomes located on the last page of this Student Assessment Booklet.
Results legend

C	Competent	You have successfully completed unit and met the minimum competency criteria and demonstrated the required skills and knowledge.
NYC	Not Yet Competent	You have-not met minimum competency criteria for the unit. Certain section/s requires review due to not meeting the requirements and, therefore, your work is deemed not yet competent.Note: If you have had an initial assessment, a first reassessment and then a final reassessment, you will no longer have an opportunity to resubmit.  You will receive a “NYC” and have to re-enroll in the unit.
S	Satisfactory	Individual assessment/question is satisfactory.
NYS	Not Satisfactory	Individual assessment/question is not a satisfactory result for a specific assessment activity.

 
Assessment attempts and re-submissions
You will have up to three (3) attempts to achieve a satisfactory outcome for each assessment. If after three (3) attempts you cannot achieve a satisfactory result for any assessment activity, the overall outcome with be Not Yet Competent (NYC) for the unit.
Re submission
You will be given the opportunity to resubmit a Not Yet Satisfactory (NYS) assessment task up to two (2) times. Following the assessment outcome, you will be given appropriate feedback on previous attempt. This will enable you to have a total of three (3) attempts.
Time frame
You will be provided with an appropriate time frame by your trainer to resubmit your work. For example, you may be given 14 days to resubmit incorrect responses to written tasks or projects. Should you be required to complete a roleplay or presentation, your assessor will make an appointment time, which suits both of you.
Records
The Assessment Task # – Outcome Record at the end of each assessment activity, includes a space to record the details of any reattempts and re-submissions. Assessors must ensure that this is comprehensively detailed so that anybody reviewing the assessment record can tell exactly what occurred, when it occurred, how it occurred, who was involved and where any further evidence is located. Assessors must also make reference to ensuring that any reattempt or re-submission has been assessed in accordance with the model responses and performance descriptors included in the Assessor’s Marking Guide.
Assessment task cover sheet

• At the beginning of each task in this booklet, you will find an Assessment Task Cover Sheet. Please fill it in for each task. Make sure you sign the student declaration.
• Your assessor will give you feedback about how well you went in each task. This will be on the Assessment Task Cover Sheet.

Assessment appeals
You have the right to appeal an assessment decision. To make an appeal about an assessment decision, you must follow the process outlined in the Student Handbook.
Note that the Overall Unit – Record of Assessment Outcomes located on the last page of this document, contains a section which says “Does the student wish to appeal the result?□YES□NO”
Assessors must ensure that students tick one of these boxes.

ASSESSMENT OVERVIEW

This Student Assessment Booklet includes all your tasks for assessment of BSBMGT605Provide Leadership across the Organisation.
About your assessments
There are three (3) assessment tasks for this unit. You must satisfactorily complete all tasks to achieve competency for this unit.

Assessment Task	About this task
Assessment Task 1:Written Questions	You must correctly answer all eighteen (18) questions to show that you understand the knowledge required for this unit.
	Evidence Required All completed questions.
Assessment Task 2:Develop test and finalise business documents	you are required to design, test and amend to finalise the following two (2) business document templates- Customer Details form Weekly Beverage Sales form
	Evidence Required Activity 1 Role Play Observation Checklist – your Assessor will complete this Answers to Activity 1 Questions 4 to 10 Answers to Activity 2 Questions 1 & 2 Customers Details form  Explanatory Notes Activity 3 Role Play Observation Checklist – your Assessor will complete this Customers Details form final template Answers to Activity 4 Questions 1 to 3, 5 & 6 Weekly Beverages Sales form Explanatory Notes Weekly Beverages Sales final version Staff Survey form Weekly Beverages Sales form amended version Weekly Beverages Sales form Explanatory Notes updated
Assessment Task 3:Develop and implement a Training Plan	You are required to develop and present a Training Plan to support the use, maintenance and continuous improvement of standard templates and macros.
	Evidence Required Training Plan Role Play Observation Checklist – your Assessor will complete this

How to submit your assessments

• When you have completed each assessment task you will need to submit it to your assessor.
• Instructions about submitting your work can be found at the beginning of each assessment task.
• Make sure you photocopy your written activities before you submit them. Your assessor will put the documents you submit into your student file. These will not be returned to you.

ASSESSMENT PLAN

The following outlines the requirements of your final assessment for this unit. You are required to satisfactorily complete all tasks to demonstrate competency for this unit.
Your assessor will provide you with the due dates for each assessment task. Write them in the table below.

Assessment Requirements	Due date
1.        Written Questions
2.        Project and Role Plays
3.        Project and Role Play

Agreement by the student
Read through the assessments in this booklet before you fill out and sign the agreement below. Make sure you sign this before you start each assessment task.
Have you read and understood what is required of you in terms of assessment?  ¨   Yes  ¨  No
Do you agree that the assessment process is clear?  ¨   Yes  ¨  No
Do you understand your rights to appeal then decisions made in an assessment?  ¨   Yes  ¨  No
 
Do you have any special needs or considerations to be made for this assessment?
¨  No        ¨   Yes
If yes, what are they?

Assessment Task 1: Written Questions

Task Summary
There are eighteen (18) questions to answer in this task. You must answer all questions.
Note: you will have two (2)  hours to complete this assessment.
Resources and Equipment Required to Complete This Task

• Access to textbooks and other learning materials.
• Access to a computer and the Internet.

Note: Clinton Institute provides students with access to learning materials, a computer and internet.
When and Where Do I Complete This Task?
This task is to be completed in the classroom. Your assessor will advise on the date and time of the assessment.
What Do I Need to Submit and Do?

What do you need to do?	What evidence is required?
Complete all eighteen (18) questions.	You will need to submit your answers to all eighteen (18) questions.

Decision Making Rules
Assessors will compare student responses/performance with the model responses and performance descriptors contained in the Assessors Marking Guide. Your responses do not have to be verbatim (unless otherwise specified), but must convey the same meaning as each component listed. Similarly, you do not have to perform exactly as described in the marking guide (unless otherwise specified), but you must address each performance component listed.
You must achieve a satisfactory result for every question to achieve a satisfactory result for this assessment task.
What Happens If I Get Something Wrong?

• If your assessor marks any of your answers as incorrect, they will talk to you about re-submission. You will need to do one of the following:o   answer the questions that were incorrect in writingo   Answer the questions that were incorrect verbally.

Instructions

• This is an open book assessment – you can use your learning materials as reference.
• You need to answer all eighteen (18) questions correctly.
• You must answer the questions by writing in the space provided.
• If you need more space, you can use extra paper. Make sure you write on each extra piece of paper your name and the question number/s you are answering.

Assessor will tick either □ Satisfactory OR □ Not yet satisfactory for each question and sub-questions.
Assessment Task 1: Written Questions
Question 1 (a)
List the four (4) key documents that an organisation may have available internally to use to instruct their employees on how ensure document design is consistent with company and/or client requirements.
_______________________________________________________________
Question 1(b)
What is the main document an external client would use to provide information about particular design elements they require in document design and production?
_______________________________________________________________
Question 1(c)
What are the six (6) essential elements of the document you identified in (b) above?
_______________________________________________________________
Question 2
Research the following eight (8) software applications that businesses may use to assist in document design, production and storage, and list their functions and features in the tables following.

APPLICATION	FUNCTIONS	FEATURES
WordPress	□ Satisfactory OR □ Not yet satisfactory	□ Satisfactory OR □ Not yet satisfactory
Google Drive	□ Satisfactory OR □ Not yet satisfactory	□ Satisfactory OR □ Not yet satisfactory
Microsoft Word	□ Satisfactory OR □ Not yet satisfactory	□ Satisfactory OR □ Not yet satisfactory
Notepad	□ Satisfactory OR □ Not yet satisfactory	□ Satisfactory OR □ Not yet satisfactory
Text Edit	□ Satisfactory OR □ Not yet satisfactory	□ Satisfactory OR □ Not yet satisfactory
Google Docs	□ Satisfactory OR □ Not yet satisfactory	□ Satisfactory OR □ Not yet satisfactory
Adobe In design	□ Satisfactory OR □ Not yet satisfactory	□ Satisfactory OR □ Not yet satisfactory
Adobe Creative Cloud	□ Satisfactory OR □ Not yet satisfactory	□ Satisfactory OR □ Not yet satisfactory
Overall Outcome for Question 2:  □ Satisfactory OR □ Not yet satisfactory

Question 3
For each of the applications in the preceding Question 2, list in the following table the most direct source of expertise available if you encounter basic design difficulties in the design, and in the  production, of business documents using that particular application.

APPLICATION	DESIGN DIFFICULTIES HELP	PRODUCTION HELP
WordPress	□ Satisfactory OR □ Not yet satisfactory	□ Satisfactory OR □ Not yet satisfactory
Google Drive	□ Satisfactory OR □ Not yet satisfactory	□ Satisfactory OR □ Not yet satisfactory
Microsoft Word	□ Satisfactory OR □ Not yet satisfactory	□ Satisfactory OR □ Not yet satisfactory
Notepad	□ Satisfactory OR □ Not yet satisfactory	□ Satisfactory OR □ Not yet satisfactory
Text Edit	□ Satisfactory OR □ Not yet satisfactory	□ Satisfactory OR □ Not yet satisfactory
Google Docs	□ Satisfactory OR □ Not yet satisfactory	□ Satisfactory OR □ Not yet satisfactory
Adobe In design	□ Satisfactory OR □ Not yet satisfactory	□ Satisfactory OR □ Not yet satisfactory
Adobe Creative Cloud	□ Satisfactory OR □ Not yet satisfactory	□ Satisfactory OR □ Not yet satisfactory
Overall Outcome for Question 3:  □ Satisfactory OR □ Not yet satisfactory

 
Question 4
In addition to the software applications identified in Question 2 above, what are the three (3) typical office equipment technologies a business can use to produce business documents in-house? Provide a brief outline of each.

1	□ Satisfactory OR □ Not yet satisfactory
2	□ Satisfactory OR □ Not yet satisfactory
3	□ Satisfactory OR □ Not yet satisfactory
Outcome for Question 4: □ Satisfactory OR □ Not yet satisfactory

 
Question 5
An organisation will typically have its own particular requirements relating to document design and production to manage how data is captured and input into or converted into electronic records, how the data is stored and how it is presented. What are the common key features that every organisation should aim to achieve through those requirements?
_____________________________________________________________
Question 6
Describe how each of the following formatting and design techniques may impact on the quality, presentation and readability of data and information-
(a) Using legible type
_____________________________________________________________

(b) Using tables and Graphs
_____________________________________________________________
(c)Using Numbered Lists
_____________________________________________________________
(d) Bulleted lists
_____________________________________________________________
(e) Using left-justified alignment
_____________________________________________________________
(f) Using italics
_____________________________________________________________
(g) Natural flow
_____________________________________________________________
(h) Blank rows and columns
_____________________________________________________________
 
Question 7
An organisation may have specific policies governing the transfer and security of data. What are the eight (8) key features that should be included in a data or cyber security policy according to business.gov.au?
_______________________________________________________________
 
Question 8
Describe how each of the following formatting and design techniques may impact on the quality, presentation and readability of data and information-
(a) SUM PRODUCT FUNCTION
________________________________________________________________
(b) INDIRECT FUNCTION
________________________________________________________________
(c) DATABASE FUNCTIONS
________________________________________________________________
(d) TREND FUNCTION
________________________________________________________________
(e)PIVOT TABLES
________________________________________________________________
(f)MACROS
________________________________________________________________
(g)SCRIPTS
________________________________________________________________
Question 9
a)  Why is it necessary to test the functionality of macros when they are used in the design of document templates?
_________________________________________________________________
b) When should macros used in the design of document templates be tested?
_________________________________________________________________
c) What are the four (4) standard questions to be asked when testing macros?
_________________________________________________________________
Question 10
List the four (4) steps in the iterative document production process and outline the components in each step.
_________________________________________________________________
Question 11
What nine (9) factors do you need to consider when evaluating an organisation’s current and future information technology capabilities as it relates to designing or producing business documents?
__________________________________________________________________
Question 12
List at least four (4) different sources of external expertise that may be of assistance when designing or producing business documents
__________________________________________________________________
Question 13
Outline how each the following internal organisational policies and procedures relate to the design and/or production of business documents:
(a) House/Style Guides
__________________________________________________________________
(b) Procurement & Purchasing policies and procedures
__________________________________________________________________
(c) Quality Management Systems
__________________________________________________________________
(d) Meeting procedures
__________________________________________________________________
(e) WHS/OHS policies and procedures
__________________________________________________________________
(f) Human Resource policies and procedures
__________________________________________________________________
Question 14
What are the eight (8) main costs involved with the implementation of standard documentation?
__________________________________________________________________
Question 15
Explain why the key provisions of the following legislation and regulations, codes and standards should be considered during document design and production.
(a) The National Privacy Principles
__________________________________________________________________
(b)Occupation Health and Safety (/Workplace Health & Safety) laws and regulations
__________________________________________________________________
(c) Taxation laws and regulations
__________________________________________________________________
(d) Fair Work regulations
__________________________________________________________________
(e)Codes of Practice and Australian Standards
__________________________________________________________________
Question 16
List at least five (5) typical strategies to monitor use of standard documentation templates and macros, and evaluate the quality of documents produced against documentation standards.
__________________________________________________________________
Question 17
List at least five (5) typical organisational needs or requirements that could be subject to change over time and necessitate a review of supporting documentation against standards
__________________________________________________________________
Question 18
Outline strategies to facilitate the planning and the implementation of improvements in templates and macros.
__________________________________________________________________

 

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