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BSBADM506 Student Guide V2.1Page | 1

STUDENT ASSESSMENT BOOKLETBSBADM506

Manage bus iness document des ign and development


RTO Code: 45330

CRICOS Code: 03670D

Tel: +61 2 9281 6898

E: [email protected]

Web: www.harbourside.nsw.edu.au

Add: Level 3 616-620 Harris St, Ultimo NSW 2007, Australia

RECORD ASSESSMENT OUTCOMEUnit of Competency:Student Name:Student ID Number:Assessor Name:The student provided satisfactory work of the following assessment task(s):

Yes No

Assessment 1

Written Questions Assessment 2

Project Assessment 3

Demonstration Assessment 4

Case study Final Assessment Results

Competent Not Yet Competent Did the student meet the criteria for the following elements of competency?

Yes No

1. Establish documentation standards 2. Manage template design and development 3. Develop standard text for documents 4. Develop and implement strategies to ensure the use of standard documentation 5. Develop and implement strategies for maintenance and continuous improvement of standard documentation Feedback to student on overall performance during assessment:

The student has been provided with feedback and informed of the assessment result and the reasons for the decision.Assessor Name:Assessor Signature: Date:I have been provided with feedback on the evidence I have provided. I have been informed of the assessment result and the reasons for the decision.Student Name:Student Signature: Date:


Assessment Task 1: Written Questions

Student ID Number:

Student Name:

Trainer/Assessor Name:

Student Declaration:

By signing this declaration, I certify that: The assessment work is my own work; All sources and materials have been acknowledged where

required;I have not copied or plagiarized in any way materials of another person or work of a fellow student and referenced all sources of information.

Due date:

Student Signature:

Assessment Result Details

Attempt Number Attempt 1 Attempt 2

Assessment Outcome: Satisfactory Not Satisfactory

Feedback to Student: Re-assessment*Required skill(s) to be developed or evidences to be submitted for re-assessment

Student Declaration: I have been given with feedback on my assessment performance/result from the assessor.

Student Signature:

Trainer/Assessor Signature:

Date:

ASSESSMENT OVERVIEW This Student Assessment Booklet includes all your tasks for assessment of BSBADM506 Manage business document design and development.


About your assessmentsThis unit requires that you complete four assessment tasks. You must complete all tasks to achieve Competency for this unit.

Assessment Task Overview

Assessment Task 1: Written questions

Students must correctly answer all 4 questions to show that they understand the knowledge required of this unit.

Assessment Task 2: Project There are three parts to this task:Part A – Students are required to complete an analysis of

the current business and document standards.Part B – Students are required to design and develop a policy template. Students are required to review feedback and update the policy template accordingly.

Assessment Task 3: Demonstration Students are required to develop a set of instructions on document use and standards. Students are required to provide training on how to use macros.

Assessment Task 4: Case Study Students are required to complete a document review strategy.

How to submit your assessmentsWhen you have completed each assessment task you will need to submit it to your assessor.Instructions about submission 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 Task Cover SheetAt the beginning of each task in this booklet, you will find an Assessment Task Cover Sheet. Please fill it in for each task, making sure you sign the student declaration. Your assessor will give you feedback about how well you went in each task and will write this on the Task Cover Sheet.


ASSESSMENT TASK 1: WRITTEN QUESTIONS

TASK SUMMARY

You are to answer all written questions.

RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK

Access to textbooks and other learning materials. Access to a computer, printer, Internet and email software (if required).

WHEN AND WHERE DO I NEED TO COMPLETE THIS TASK?This task may be done in your own time as homework or you may be given time to do this task in class (where applicable).

WHAT DO I NEED TO SUBMIT? Your answers to each question in this task.

INSTRUCTIONS

This is an open book test – you can use your learning materials as reference. You must answer all questions in this task correctly. You must answer the questions by typing your answers in Microsoft Word or a similar

program.

QUESTION 1

Discuss why is it important to test templates and seek feedback from organisational staff when developing documents?

QUESTION 2List and explain three examples of external professionals that an organisation may contact in order to assist in document development.

1

2

3

QUESTION 3

Think of a software or application you have used to develop documents (outside of Microsoft Word), and explain how you used it to develop a document.BSBADM506 Student Guide V2.1

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QUESTION 4

SCENARIO 1

Rhonda was asked to publish a post on social media about one of their clients. The client provided positive feedback on a project Rhonda and her team were involved with recently. In the client’s testimonial, Rhonda made a private joke about one of her colleagues for good humour. When publishing the post to social media, Rhonda did not edit the information about the client’s colleague out from the post. When the post was published to a wide audience on the platform, the colleague was horrified to see her name on there.

a) Discuss how Rhonda has breached privacy and provide relevant legislation this scenario refers to.

SCENARIO 2

Norman reviewed the latest book the company is about to publish. During his review, he decided to copy certain sections for his own use. Norman thought he could use the text as a discussion topic in an online blog post and share to his friends and professional networks before the book was officially released.

b) In your opinion has Norman breached intellectual property laws? Identify relevant legislation this scenario refers to.(50-70 words)

SCENARIO 3

Tara and Sean had a deadline to make that day. They worked on important client documents required for a case they were representing at court the next day. By the end of the day they were not able to meet their timeframes so decided to stay back and work at the office late until they finished. Due to them leaving quite late and being tired, Tara who was responsible for locking up failed to lock the door properly. When they came back in the next morning, they were alarmed to find out the office had been broken into and the files on their computers had been completely wiped. They did not have a backup of the information.

c) Explain what Tara and Sean could have done differently to prevent this from occurring.

What do I need to hand in for this task? Have I completed this?

Your answers to each question


ASSESSMENT TASK 1: WRITTEN QUESTIONS

Attempt 1Yes/No

Date:_________

Attempt 2Yes/No

Date:_________Did the student answer all written questions correctly? (Please note which questions were answered incorrectly, if applicable.)If ‘no’ to the above, did you identify gaps in the student’s understanding and knowledge? If ‘yes’ to the above, discuss arrangements made for reassessment in the notes below.Please add any feedback to the student about this task on the Assessment Cover Sheet. Keep a copy of the completed Assessment Task Cover Sheet. Please note any reasonable adjustments for this task below.

Assessment Task 1 Outcome Satisfactory

Not Satisfactory Date:

Student name:Trainer/assessor name:Trainer/assessor signature:

Assessment Task 2: Project

Student ID Number:


Student Name:





Due date:

Student Signature:






Student Signature:


Date:

ASSESSMENT TASK 2: PROJECT

TASK SUMMARY:

This assessment task is in three parts:


Part A requires you to complete an analysis of the current business and document standards Part B requires you to design and develop a policy template Part C requires you to review feedback and update the policy template accordingly.

WHAT DO I NEED IN ORDER TO COMPLETE THIS ASSESSMENT? Access to textbooks and other learning materials Access to a computer and the Internet Scenario (provided) Review and evaluation feedback template (provided).

WHEN DO I DO THIS TASK?This task may be done in your own time as homework or you may be given time to do this task in class (where applicable).

WHAT DO I NEED TO SUBMIT?Part A: Completed answers to questions.Part B: Design policy template Email Completed policy to assessor for review Updated template Email updated templated to assessor.

WHAT DO I NEED TO DO IF I GET SOMETHING WRONG?If your assessor sees that you have not completed all parts of this assessment task completely and satisfactorily; the details and timeframes of resubmission will be discussed with you.

Instructions:

Scenario

Tammy is the administration officer at a local health clinic named Happy Health. The clinic has been taken over by new management who would like to re-vamp the business. Part of the new management plans include updating their policies and procedures, and re-branding their documentation to give themselves a more modern and refreshed look. The clinic is quite outdated, from the furniture, technology and equipment as well as inner décor. The look and feel of the clinic


business have never been updated in any way, as the previous owners were not too keen on change. They saw these activities as a waste of time and resources that would have been more disruptive than worthwhile to the nature of the business.

While the new management team focus on renovating and updating the clinic’s physical environment, they would like Tammy to lead the administrative team in the management and update of the clinic documents. They have allocated a budget for marketing and this initiative is a project under that resource allocation. Tammy is responsible for establishing document standards for the business, the design and development of templates, developing document text, training staff to show them how to use the documents and devising a document review strategy to keep documents consistent.

Management have provided Tammy with the following brief:

The clinic does not have any documentation standards

Documents should look fresh, clean and modern

Font and sizes should be easy to read for both patients and staff

The corporate colours of the clinic are blues and greens

The software they use to develop their documents is Microsoft Word and PowerPoint

Staff are middle aged and older and are not comfortable with using complicated technology or functions.

Tammy has approached you to assist her with this project since you are the most experienced in document management amongst staff. You will need to help her with the design and implementation of the new documents for the clinic.

Part A – Written questions

Complete the following questions as part of the initial research. 1. Identify and discuss 2 types of legislative requirements you need to consider when designing

and developing business documents. 2. What is the role of technology in the re-design and development of documentation?

3. Identify 3 types of internal and external documents the local health clinic can develop.

Internal External


4. Management allocated a budget of $2000 to design posters for distribution. Using the information in the table below, calculate the running total costs and confirm whether the budget provided is sufficient. (Please note that one day is equivalent to 8 hours.)

Requirement Purpose Cost Quantity Effort/Duration

Total Budget Balance Running total

Budgeted amount:

Graphic designer

To design the poster using corporate colours and images.

$50 hour 1 2 days

Writer To write the content on the poster and mail outs.

$400 per day

1 1 day

Copy To write headlines for print and online documents

$35 per hour

1 1 day

Media High quality images to be used in posters and mail outs.

$0.30c per image

75 images

Print To distribute to patients and keep at the clinic.

$0.25c per copy

100 copies

Paper Some A3 size prints to showcase around the clinic.

$3 20 copies


Part B – Policy Design and Review

There are a range of workplace policies that will need to be updated, however management would like one policy re-developed with new standards before updating the rest. They have provided you with existing policy information required to be used in the new template, as well as some brief standards they would like you to follow when developing the template. 1. You are required to design and develop the policy template using the information provided.

In your policy ensure to:- Apply document standards and style guide- Include content within the policy- Use correct file name

2. Submit completed document to your assessor via email for review.3. Review the feedback received from your assessor and update the template.4. Send and email to your assessor with updated template. Ensure to name your document

appropriately.

Policy information

Policy title: Acceptable use of emailPolicy effective date: 07/02/2016Policy review date: 07/02/2017 Policy owner: Management Department: All Purpose: To ensure the Happy Health email system is used in an appropriate and acceptable manner by all staff.Scope: Use of email and mobile applications used to send and receive business correspondence. All employees are responsible for adhering to this policy. This policy refers to informal

communication between staff via email or mobile applications. Every employee should be aware BSBADM506 Student Guide V2.1

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of the legal risk associated with use of this email. All employees are required to undertake the compliance training ‘Acceptable use of business

technology’ as part of induction or refresher training. Managing supervisors need to ensure each employee is compliant by obtaining employee signatures on the compliance documentation.

Sending or forwarding emails containing defamatory, offensive or obscene information or language is prohibited.

Do not send or forward a message without permission from the sender where required. Do not send email from another employee account. Do not use software that may alter or disguise your email identity. Emails should be written using appropriate and professional language, well-structured and clear.

Document standardsText

Headings Sub-heading Body text

Font Arial Black Arial black Arial

Size 12 11 10

Margins

Top Bottom Left Right

2.5cm 2.5cm 2.5cm 2.5cm

Headers and Footers

Footer must include:

Font size 8, Arial. Page number. Date. Version number.

Header must include:

Company logo. Company details (Note: you are required to design your own logo and

details for the purpose of this task). Policy title. Font size 8, Arial.

Additional requirements

Other considerations

Font size and style should be consistent throughout the document. The policy should fit on one page. If using bullets, ensure they are round. Table headings/sub-headings should be in the sub-heading font and

style. Naming of document should include the policy title, the version number


and the date.



Part A: Your answers to each question

Part B: Design policy template Email Completed policy to assessor for

review Updated template Email updated templated to assessor.

ASSESSMENT TASK 2: PROJECT

PART A – WRITTEN QUESTIONSAttempt 1

Yes/NoDate:____________

Attempt 2Yes/No

Date:____________Did the student answer all written questions correctly? (Please note which questions were answered incorrectly, if applicable.)If ‘no’ to the above, did you identify gaps in the student’s understanding and knowledge? If ‘yes’ to the above, discuss arrangements made for reassessment in the notes below.

PART B – POLICYDid the student correctly complete the following?Apply document standards and style guide to develop the policy? Include content correctly within the policy?Use correct file naming conventions?Completed template design and development document?Used an updated version of the policy template based on the feedback and review?Please add any feedback to the student about this task on the Assessment Cover Sheet. Keep a copy of the completed Assessment Task Cover Sheet. Please note any reasonable adjustments for this task below.

Assessment Task 2 Outcome Satisfactory Not Satisfactory Date:Student name:

Trainer/assessor name:

Trainer/assessor signature:

Assessment Task 3: Demonstration

Student ID Number:BSBADM506 Student Guide V2.1

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Student Name:





Due date:

Student Signature:






Student Signature:


Date:

ASSESSMENT TASK 3: DEMONSTRATION

TASK SUMMARY:

You are required to develop a set of instructions on document use and standards and provide training on how to use macros.

WHAT DO I NEED IN ORDER TO COMPLETE THIS ASSESSMENT?BSBADM506 Student Guide V2.1

Page | 18

Access to a computer and the Internet Access to PowerPoint or similar program. Scenario (Provided).

WHEN DO I DO THIS TASK?This task may be done in your own time as homework or you may be given time to do this task in class (where applicable).

WHAT DO I NEED TO SUBMIT? Presentation slides/Handouts on “Happy Health Manual on how to use macros” Screenshot of file management


INSTRUCTIONS:

SCENARIO

Happy Health needs a manual with standards to educate all existing and new staff. They would like your help to put this training pack together. The pack will be titled ‘Happy Health Manual on how to use macros.’

1. Read the scenario above.2. Prepare a presentation/handouts (min 10 slides) to help others in the organisation to

understand basics of using macros and Quick parts.In your presentation include the following:

Overview of company standards for branding, colours, logo, language, font and size. Explain the purpose and function of using recorded macros and the Quick Parts functionality

in Microsoft Word. Step by step instructions on how to use macros in Microsoft Word. A process for saving and storing files. Discuss how these functions would help re-develop the training documents.

Record three different macros.

3. Ensure you have saved the pack in an appropriate location for your demonstration. Screenshot file location and ensure it is properly named.



Presentation slides/Handouts on “Happy Health Manual on how to use macros” Screenshot of file management

Observation Checklist – Presentation

Student’s Name:

Trainer and Assessor:

Trainer will complete this observation checklist during your meeting session.

Did the student demonstrate the following? YES NO

Prepare explanatory notes for the use of standard templates and macros

Provide a thorough explanation and instruction on template standards and requirements


Adjust the content and level of detail to suit user needs

Explain how to produce, circulate, name and store master files and print copies of macros

Use listening and questioning techniques to clarify and confirm understanding

Provide ongoing support throughout the presentation

Engage staff seeking ideas by demonstrating an enthusiastic approach

Present complex technical information adjusting presentation style and vocabulary to suit audience

Provide accurate information to audience questions on the use of macros

Demonstrate effective communication skills

Comments and Feedback:

Date:

Trainer/assessor name:

Trainer/assessor signature:


Attempt 1Yes/No

Date:_________

Attempt 2Yes/No

Date:_________Did the student correctly complete the following?



Attempt 1Yes/No

Date:_________

Attempt 2Yes/No

Date:_________

Prepared a presentation/handouts including:

Overview of company standards for branding, colours, logo, language, font and size.

Explanation of the purpose and function of using recorded macros and the Quick Parts functionality in Microsoft Word.

Step by step instructions on how to use macros in Microsoft Word.

Discuss process for saving and storing files. Discuss how these functions would help re-develop

the training documents.

Record three different macros.

Provide a thorough explanation and instruction on template standards and requirements

Presented complex technical information adjusting presentation style and vocabulary to suit audienceAdjust the content and level of detail to suit user needs

Provide accurate information to audience questions on the use of macros

Demonstrate effective communication skills

Please add any feedback to the student about this task on the Assessment Cover Sheet. Keep a copy of the completed Assessment Task Cover Sheet. Please note any reasonable adjustments for this task below.



Student name:Trainer/assessor name:



Attempt 1Yes/No

Date:_________

Attempt 2Yes/No

Date:_________Trainer/assessor signature:

Assessment Task 4: CASE STUDY

Student ID Number:

Student Name:

Trainer/Assessor Name:Student Declaration: By signing this declaration, I certify that:

The assessment work is my own work; All sources and materials have been acknowledged where

required;


I have not copied or plagiarized in any way materials of another person or work of a fellow student and referenced all sources of information.

Due date:

Student Signature:






Student Signature:


Date:

ASSESSMENT TASK 4: CASE STUDY

TASK SUMMARY:You are required to complete a document review strategy.

WHAT DO I NEED IN ORDER TO COMPLETE THIS ASSESSMENT? Access to textbooks and other learning materials. Access to a computer and the Internet.

WHEN DO I DO THIS TASK?This task may be done in your own time as homework or you may be given time to do this task in class (where applicable).BSBADM506 Student Guide V2.1

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WHAT DO I NEED TO SUBMIT? A completed documented review strategy.


INSTRUCTIONS:

The business would like Tammy to develop a document review strategy. This is to ensure that documents can be consistently reviewed and updated where required. They would like you and Tammy to brainstorm some ideas around how this could be managed.

1. Complete the review strategy template provided.

REVIEW STRATEGY

Student name Unit

Assessor name Date

Checklist for reviewing documents

When would a document require a review and update?


Process outline for updating documentation


A completed documented review strategy.

ASSESSMENT TASK 4: CASE STUDY

Attempt 1Yes/No

Date:_________

Attempt 2Yes/No

Date:_________REVIEW STRATEGYDid the student complete the document review strategy correctly? Did the student develop a checklist for reviewing documents? Did the student identify when a document needs updates and reviews? Did the student correctly describe an update and review process? Please add any feedback to the student about this task on the Assessment Cover Sheet. Keep a copy of the completed Assessment Task Cover Sheet.


Please note any reasonable adjustments for this task below.



Student name:Trainer/assessor name:Trainer/assessor signature:
