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STUDENT ASSESSMENT BOOKLETBSBADM506 Manage bus iness document des ign and development

Student Name: ____________________________________________________________________________________________

Student ID:________________________________________________________

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Copyright Statement

© Copyright Clinton Institute

Disclaimer

All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, scanning, recording, or any information storage retrieval system without permission in writing from Clinton Institute. No patent liability is assumed with respect to the use of information used herein.

While every effort has been taken in the preparation of this publication, the publisher and authors assume no responsibility for errors or omissions. Neither is any liability assumed for damages resulting from the use of information contained herein.

BSBADM506 – Student Assessment Booklet Page 3

CONTENTS

CONTENTS...............................................................................................................................................3INTRODUCTION.......................................................................................................................................4ASSESSMENT PLAN.................................................................................................................................9ASSESSMENT TASK 1: WRITTEN QUESTIONS........................................................................................13ASSESSMENT TASK 2: PROJECT and ROLE PLAYS.................................................................................39ASSESSMENT TASK 3: PROJECT and ROLE PLAY...................................................................................61


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.

Please refer to: https://training.gov.au/Training/Details/BSBADM506

Understanding assessment terminologyDescribe: 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.

PlagiarismWhile 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.

https://training.gov.au/Training/Details/BSBADM506


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:

o "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:

o 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:

o Books: Last name, First Initial. (Year published). Title. City: Publisher, Page(s).

o Journals/publication: Last name, First initial. (Year published). Article title. Journal, Volume (Issue), Page(s).

o Websites: Website name, (Year published). Page title. [Online] Available at: URL [Accessed Day Mo. Year].

Understanding your resultsThe 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 outcomesEach 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 timeframe for resubmission and advised what you must include in the resubmission.

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.

http://www.citethisforme.com/harvard-referencing

http://www.citethisforme.com/harvard-referencing


Results legendC 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 require 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-enrol 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 resubmissionsYou 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.

Resubmission 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.

Timeframe You will be provided with an appropriate timeframe 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. RecordsThe Assessment Task # – Outcome Record at the end of each assessment activity, includes a space to record the details of any reattempts and resubmissions. 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 resubmission 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 appealsYou 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.


A S S E S S M E N T O V E R V I E W

This Student Assessment Booklet includes all your tasks for assessment of BSBMGT605 Provide Leadership Across the Organisation.

About your assessmentsThere 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.


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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 signthis 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?

Do you have any special needs or considerations to be made for this assessment?

No Yes

If yes, what are they?

Yes No

Student Name: ______________________________________________________________________________________

Student Signature: _______________________________________________________ Date: _______________________

Assessor Name: _____________________________________________________________________________________

Assessor Signature: ______________________________________________________ Date: _______________________

Assessor Note: If the student ticks ‘NO’ for any item except the reasonable adjustment, the assessor must not commence the assessment activity until the matter has been resolved and records of the resolution have been entered into the Student Management System (SMS). If a student identifies any specific needs or considerations, assessors must provide a detailed record of how the situation was managed in the assessment outcome record for this assessment.


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ASSESSMENT TASK COVER SHEET – ASSESSMENT TASK 1

Student: Please fill out this cover sheet clearly and accurately. Make sure you keep a copy of your work.

Student Name

Student ID

Course / Qualification BSB50215 Diploma of Business

Date of submission

Unit(s) BSBADM506 Manage business document design and development

Student declarationI <Insert your name>________________________________________ declare that these tasks are my own work.

□ None of this work has been completed by any other person.

□ I have not cheated or plagiarised the work or colluded with any other student/s.

□ I have correctly referenced all resources and reference texts throughout these assessment tasks.

□ I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student Signature: _______________________________________________________________________________________

ASSESSOR FEEDBACK

Assessors: Please provide a copy of this cover sheet to the student with assessment results and feedback. The original copy must be supplied to the office and kept on the student’s file with the evidence.

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

Assessor Signature: ………………………………………………………………………………………Date: ………………./…………………/…………….

Assessor Name: __________________________________________________________________________________________




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 resubmission. You will need to do

one of the following:

o answer the questions that were incorrect in writing

o 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.

Outcome for Question 1(a): □ Satisfactory OR □ Not yet satisfactory

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?

Outcome for Question 1(b): □ Satisfactory OR □ Not yet satisfactory

QUESTION 1 (c)

What are the six (6) essential elements of the document you identified in (b) above?

Outcome for Question 1(c): □ Satisfactory OR □ Not yet satisfactory


Overall Outcome for Question 1: □ Satisfactory OR □ Not yet satisfactory

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


Notepad


TextEdit


Google Docs


Adobe Indesign


Adobe Creative Cloud





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


Google Drive


Microsoft Word


Notepad


TextEdit


Google Docs


Adobe Indesign


Adobe Creative Cloud




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


3



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

Outcome for Question 6(a): □ Satisfactory OR □ Not yet satisfactory

(b) Using tables and Graphs

Outcome for Question 6(b): □ Satisfactory OR □ Not yet satisfactory

(c) Using Numbered Lists

Outcome for Question 6(c): □ Satisfactory OR □ Not yet satisfactory

(d) Bulleted lists


Outcome for Question 6(d): □ Satisfactory OR □ Not yet satisfactory

(e) Using left-justified alignment

Outcome for Question 6 (e): □ Satisfactory OR □ Not yet satisfactory

(f) Using italics

Outcome for Question 6 (f): □ Satisfactory OR □ Not yet satisfactory

(g) Natural flow


Outcome for Question 6 (g): □ Satisfactory OR □ Not yet satisfactory

(h) Blank rows and columns

Outcome for Question 6 (h): □ Satisfactory OR □ Not yet satisfactory


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) SUMPRODUCT FUNCTION

Outcome for Question 8 (a): □ Satisfactory OR □ Not yet satisfactory

(b) INDIRECT FUNCTION


Outcome for Question 8 (b): □ Satisfactory OR □ Not yet satisfactory

(c) DATABASE FUNCTIONS

Outcome for Question 8 (c): □ Satisfactory OR □ Not yet satisfactory

(d) TREND FUNCTION

Outcome for Question 8 (d): □ Satisfactory OR □ Not yet satisfactory

(e) PIVOT TABLES



(f) MACROS


(g) SCRIPTS


Outcome for Question 8 (g): □ Satisfactory OR □ Not yet satisfactory


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


Overall Outcome for Question 13 : □ Satisfactory OR □ Not yet satisfactory


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.


**** END OF ASSESSMENT TASK 1 ****What do I need to hand in for this task? Have I completed this?

Your answers to each of the eighteen (18) questions




ASSESSMENT TASK 1: WRITTEN QUESTIONS – OUTCOME RECORD

Task requirements Comments Attempt 1Yes/No

Date:______________

Attempt 2Yes/No

Date:______________

Attempt 3Yes/No

Date:______________Did the student answer all written questions correctly? (Please note which questions were answered incorrectly for which attempt, if applicable.)

If ‘no’ to the above, please detail what gaps you identified to the student and detail all reassessment arrangements. Note that the reassessment arrangements must clearly detail all aspects of the reassessment process.ORIf ‘yes’ to the above, assessor is to insert N/A in this section.

Assessors are required to provide feedback to the student about this task on the Assessment Cover Sheet. Keep a copy of the completed Assessment Task Cover Sheet. Please also transfer the attempt results and dates to the Overall Unit - Record of assessment outcome sheet on the last page of this Student Assessment Booklet

Please note any reasonable adjustments for this task below.

Assessment Task 1 Outcome Satisfactory Not Satisfactory Date

Student name Student ID:

Trainer/assessor name

Trainer/assessor signature






Student Name

Student ID


Date of submission








ASSESSOR FEEDBACK


_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________


Assessor Name: __________________________________________________________________________________________




ASSESSMENT TASK 2: PROJECT and ROLE PLAYS

TASK SUMMARY

For this assessment, you are required to design, test and amend to finalise the following two (2) business document templates for the Best Bite Café:

o a Customer Details form -to be used as an external form to gather customer data when a sale is made to create a customer database for marketing purposes

o a Weekly Beverage Sales form -to be used internally to input into an Inventory Management system


Computer and Microsoft Office

Access to the internet for research

Role-play/ presentation participants (assessor and students)

BSBITU306_Handout (a) Best Bite Café Style Guide, and

BSBITU306_Handout (b) Marino Enterprises Style Guide

BSBITU306_Handout (d) Best Bite Café Inventory Items Report

WHEN AND WHERE SHOULD THE TASK BE COMPLETED?This task is to be completed in the classroom. Your assessor will advise on the date and time of the assessment.



Review the style guides provided and develop two (2) business documents, Role play with your Assessor to confirm requirements and role play with customers to test and finalise the documents


Answers to Activity 1 Questions 4 to 10

Answers to Activity 2 Questions 1 & 2

Customers Details form Explanatory Notes


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


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 components listed.

You must achieve a satisfactory result for every question and component to achieve a satisfactory result for this assessment activity.


WHAT HAPPENS IF I GET SOMETHING WRONG?If your assessor sees that you have not completed all parts of this task satisfactorily, the details of resubmission will be discussed with you directly. You will only need to redo the parts that are not satisfactory, however you will need to resubmit the entire assessment.

INSTRUCTIONS TO STUDENT

For this assessment, you are required to design, test and amend to finalise the following two (2) business document templates for the Best Bite Café:

o a Customer Details form -to be used as an external form to gather customer data when a sale is made to create a customer database for marketing purposes

o a Weekly Beverage Sales form -to be used internally to input into an Inventory Management system

Background to the Best Bite Café is provided below-

The Best Bite Cafe

The Best Bite Cafe is a new trendy licensed cafe which is owned by Amy Lang and Travis Simpson, and it is located in rented space within the Marino Enterprises Complex. The Best Bite Cafe sells dine-in cafe meals, a selection wines and beers and other drinks as well as take-away coffees and other drinks.

The Best Bite Cafe has developed its own Style Guide but also chooses to follow the Marino Enterprises’ Style Guide wherever documents may also be relevant to or used by other businesses in the Marino Enterprises’ Complex.

The owners of The Best Bite also want all external documents to be professional and project an environmentally friendly image, using recycled materials wherever practical.

Activity 1

1) Review the Best Bite Café Style Guide and the Marino Enterprises Style Guide provided as-

BSBITU306_Handout (a) Best Bite Café Style Guide, and

BSBITU306_Handout (b) Marino Enterprises Style Guide

to familiarise yourself with the house / style guide requirements for this business.

For this assessment you must conform to these style guides where relevant and wherever appropriate.

2) Your Assessor will role play as the owner of the business. When you have familiarised yourself with the style guides, review Questions 4 to 10 that follow as well as Questions 1 to 3 in Activity 4. Before you complete your written answers to those questions, discuss with the business owner and clarify your interpretation and understanding of:

the format and style requirements for each of the two (2) documents you have been asked to design and produce,

any budget considerations, and

the current and future technology capabilities

that may impact on design and production of the documents.

STUDENT ROLEPLAY INSTRUCTIONS

You will roleplay as the Best Bite Café staff member responsible for managing the design of business documents. You will meet with the business owner (Role played by your Assessor) to discuss and determine the format and style requirements, budget considerations and technology capabilities that may impact on design and production of the documents.


Roleplay Cast: The following individuals will be at the meeting;

- Student being assessed role play as the document design and production manager

- Assessor – roleplay as the business owner

Specific instructions for the student in the role play include:

Role Played by Outline of Roleplay Script

Document design and production manager

Student being assessed

provide your understanding of the Style Guide requirements relevant to the design and production of the Customer Details form.

provide your understanding of the Style Guide requirements relevant to the design and production of the Weekly Beverage Sales form.

Ascertain from the business owner what are the budget considerations for the design and production of the two documents

Ascertain from the business owner what are the current and future technological capabilities of the organisation relevant to the design and production of the two documents and evaluate any impacts to be considered.

Student Note: The script for specific role players is general in nature, so that the student being assessed can respond in real time, without notice. Role players are to ask different questions or raise different issues as far as possible.

3) Your Assessor will complete the following checklist whilst you discuss the document design requirements.


Meeting (Roleplay)Observation Checklist

Date of Meeting:

Name of Student being assessed:

Location of meeting:

Name of Assessor role playing as business owner:

Assessor are to write “S” or “NYS” for each line item (row). If the student gets the item correct on the first attempt, the second and third attempt columns do not have to be completed. If a student gets the item correct on the second attempt, there will be a “NYS” on the first attempt, a “S” on the second attempt and the third attempt will be left blank. Students are allowed a total of three attempts.

Note that to obtain a satisfactory outcome for this assessment activity, students must achieve a satisfactory outcome for every line item and each sub point.

Date:

Did the Student: Comment if required Attempt 1 Attempt 2 Attempt 3

Provide an adequate understanding of the Style Guide requirements relevant of the Customer Details form?

Provide an adequate understanding of the Style Guide requirements relevant of the Weekly Beverage Sales Qty form?

Enquire as to any budget constraints in the design and production processes?

Enquire as to the capabilities of and determine any impact of the organisation’s information technology?

Use open-ended question(s) to interact effectively and obtain/clarify requirements

Use a closed ended question to interact effectively and confirm requirements

Sought clarifications and responded appropriately to questions

Outcome for Task: □ Satisfactory OR □ Not yet satisfactory

Assessors Comments (Assessors must insert a comment to explain any instance where a student does not achieve a


satisfactory outcome for a specific item).

Student Signature: Date:

Assessors Signature: Date:

4) What are the specific layout and/or style requirements relevant to the design of the Customer Details form template as discussed and clarified with the business owner (your Assessor)?


5) What filename will you use for your first draft of the Customer Details form?



6) Where will you save the file electronically?


Answer Questions 7 to 10 after the Role Play

7) What are the budget constraints in the design process for both documents?



8) What are the budget constraints in the production process for the Customer Details form?


9) What are the budget constraints in the production process for the Weekly Beverages Sales form?


10) What are the impacts on the document design and production from the organisation’s present and future information technology capabilities?


Activity 2

You are to design the template for the Customer Details form. Customers will be asked to complete this form so that the business can prepare and maintain a database of its customers for promotional purposes.

The data to be captured must include at a minimum- Name Mobile No


Home Suburb and postcode Email address Preferred drink*

*Each customer is to be asked to nominate their preferred alcoholic beverage on the form by choosing one of the 20 alcoholic beverages which Best Bite Café offer in their drinks’ menu.

The drinks’ menu is provided as

BSBITU306_Handout (c) Best Bite Beverages Menu

1) Nominate below what software application will you use to design the Customers Details form template.


2) Nominate below which of three (3) of the basic design principles you will incorporate as you design the Customers Details form template


3) Complete the first draft of your Customers Details form template, and print it and, after you are satisfied that it meets style and layout requirements, save it electronically as a draft template.

4) Write up Explanatory Notes to instruct customers and staff on how to complete the Customer Detail form, using the template following-


Explanatory Notes – Customer Details form(a) Purpose of the form

(b) Who is to complete the form

(c) When the form is to be completed (if not previously completed)

(d) Information to be entered

(e) completed forms


Activity 3 – Role play

You are now to Chair a meeting with customers and the business owner to present the draft Customer Details form and to test its appropriateness and efficiency. Your Assessor will allocate a time and the other students to attend and roleplay as customers. Your Assessor will role play as the business owner and will also observe you whilst participating in this role play.

STUDENT ROLEPLAY INSTRUCTIONS

1. You will roleplay as the Best Bite Café staff member responsible for managing the design of business documents. You will chair a meeting with customers and the business owner to present the draft Customer Details form to customers and the business owner and test its appropriateness and efficiency.

2. Three (3) other students will roleplay as the customers of Best Bite Café who have been asked to attend the meeting to trial a new form, the Customer Details form. Your Assessor will roleplay as the business owner.

3. You will chair a meeting and be required to actively participate and answer questions where necessary and to observe and assess the appropriates and efficiency of the new form.




- Three (3) customers – role played by three (3) other students

The table on the following page provides general script for each role to be played:

General instructions for all role players include:

Under observation of the Chair (student being assessed), actively fill in all of the details requested on the draft Customer Details form.

Participate in discussions about any difficulty or awkwardness of the form’s layout

Offer recommendations if any for improvement in the form.

respond to open questions, by elaborating and providing additional information.

respond to closed questions, with a single word reply.

Specific instructions for role play of the student being assessed:




carefully observe each participant as they complete the form

ask each participant if they encountered any awkwardness or difficulties when completing the form

ask the business owner if the form design is appropriate in style, layout and efficiency of input

ask each participant for suggestions or recommendations for improvements to the design of the form



STUDENT INSTRUCTIONS FOR CONDUCTING THE MEETING :

1) Prior to the meeting, print 8 copies of your draft Customer Details form to provide two (2) copies to each attendee with a copy of the Explanatory Notes.

2) Open the meeting, distribute the copies of the draft Customer Details form and Explanatory Notes. Provide any necessary training with the Explanatory Notes to ensure they are clearly understood, adjusting the content and level of detail to suit user needs where necessary.

3) Ask the customers and the business owner to enter their details on one (1) of the forms and to enter a relative or partner’s details on their second copy of the form.

4) Observe each attendee physically as they fill in the forms. You must note any apparent awkwardness or difficulties that the attendees experience whilst completing the form.

5) After the information has been entered onto the form, ask each attendee if they have any suggestions or recommendations to improve the form’s efficiency/presentation/layout.

6) Determine if the form’s style and layout are appropriate for the task requirements and satisfactorily allow for efficient entry of the required information.



Date of Meeting:


Document design/production manager

Names of other participants: Owner Best Bite Café:

Customer 1:

Customer 2:

Customer 3:

Customer 4:

Assessor are to write “S” or “NYS” for each line item (row). If the student gets the item correct on the first attempt, the second and third attempt columns do not have to be completed. If a student gets the item correct on the second attempt, there will be a “NYS” on the first attempt, a “S” on the second attempt and the third attempt will be left blank. Students are allowed a total of three attempts.Note that to obtain a satisfactory outcome for this assessment activity, students must achieve a satisfactory outcome for every line item and each sub point.

Date:


Open the meeting with an outline of the purpose

Distribute two (2) copies of the Customer Details form template and one (1) copy of the Explanatory Notes each

Refer to the Explanatory Notes to provide instructions and training

Check each participants understanding of the instructions. Use active listening & open questioning.

Provide any necessary further training to ensure the instructions were understood

Adjust the content and level of detail to suit user needs where necessary.

Observe each attendee physically as they fill in the forms, noting any apparent awkwardness or difficulties

ask each attendee for suggestions to improve the form’s efficiency/layout.



Assessors Comments (Assessors must insert a comment to explain any instance where a student does not achieve a satisfactory outcome for a specific item).



To complete Activity 3:

Following the Role Paly, make any amendments arising from your Role Play observation or participants’ suggestions/recommendations that you agree with and finalise your form template, save it as your final template and print it to include with your assessment submission.

Activity 4

You are to design the internal Weekly Beverages Sales form template to record the weekly sales of the alcoholic beverages. This form will be used by staff to manually record the quantities of each stock item each day for every week to provide to the Café Manager to enter into an inventory management system.

Relevant details of the stock items are provided as:

BSBITU306_Handout (d) – Best Bite Café Inventory Items Report

The sales quantities will be recorded manually on the form you design so that the sales quantities can be efficiently entered into an inventory management system. Units for each inventory item are to be full bottles and part bottles as the %-full to 2 decimal places.

The form may be integrated into an inventory management system electronically at a later date as part of an automated input process.

1) Nominate below what software application will you use to design the Weekly Stock Sales Qty form template.


2) Nominate below which two (2) of three (3) of the basic design principles you will incorporate as you design the Weekly Stock Sales Qty form.

Satisfactory OR □ Not yet satisfactory


3) What are the specific layout and/or style requirements relevant to the design of the Weekly Stock Sales Qty form as discussed and clarified with the business owner (your Assessor) in the first Role Play in Activity 1?



4) Complete the first draft of your Weekly Beverages Sales form template, and print it and , after you are satisfied that it meets style and layout requirements, save it electronically.

You may need to make amendments before you finalise your template when you complete later steps in this assessment.

Note that you will be required to submit both your final version and an amended versions from later steps in this assessment.

5) What filename did you use for your first draft of the Weekly Stock Sales Qty form template?


6) Where did you save the file?



Activity 5

1) Write up Explanatory Notes to train staff on how to complete the Weekly Beverages Sales form, using the template below-

Explanatory Notes - Weekly Beverages Sales form(a) Purpose of the form


(c) When the form is to be completed

(d) Job task to determine the Information to be entered

(e) Unit quantities and decimals

(f) Distributing the completed forms

2) Produce at least four (4) copies of your draft template and provide them with your Explanatory Notes to other students and your Assessor and have them to complete one form each. Provide any necessary training with the Explanatory Notes to ensure they are clearly understood, adjusting the content and level of detail to suit user needs where necessary.

3) After the information has been entered onto the form, determine if the form’s style and layout allows for efficient entry of the required information.

4) Make any amendments identified in step 3 above to ensure the form template meets all of the task requirements. Then finalise, print and save your form template as the final version.

Do NOT override your saved draft version as you may be required to present and submit both your draft and final versions in the event that your Assessor requires more evidence to determine a satisfactory outcome..


Activity 61) Develop a survey form to be completed by staff to gather feedback on the implementation of the Weekly Beverages

Sales form. The survey is to facilitate effective monitoring of the form’s use, by asking users:

i. If the content of the form still valid for its purpose

ii. If the form is being completed efficiently by all staff

iii. If there is sufficient space to enter the required information

iv. If the information gathered by the form is accurate

v. If there are any changed organisational requirements impacting on the form’s use

vi. If there are any changed legal or compliance requirements impacting on the form’s use

vii. If any macros used are still correct and appropriate

viii. If there are any suggestions/recommendations

Note: your survey form should rate responses to questions i to vii on the following scale-

1 – Strongly Agree, 2 – Agree, 3 – Somewhat Agree, 4- Disagree, 5 – Strongly Disagree

and must comply with the Best Bite Style guide for internal documents.

2) The results of the survey indicate the following-

i. the content of the form still valid

ii. the form is being completed efficiently

iii. there is sufficient space to enter the required information

iv. the information gathered by the form is sometimes not accurate

v. there are no changed organisational requirement that impact on the form’s use/design.

vi. there are no changed legal or compliance requirements that impact on the form’s use/design

vii. there are If no macros used in this form

viii. The only recommendation is that totals be allowed for each Beverage Category as a checking mechanism to reduce the instance of errors in data gathered, as the organisation requires the number of errors in the data collected to be reduced.

Make the recommended improvements to the template and create an amended template to satisfy the organisational requirements for improved accuracy in the data collected. Save the template as the amended version and print it for inclusion with your submission.

3) Update the Explanatory Notes to reflect the amended form, using the template following-


Explanatory Notes - Weekly Beverages Sales form(a) Purpose of the form


(c) When the form is to be completed

(d) Job task to determine the Information to be entered

(e) Unit quantities and decimals

(f) Distributing the completed forms

**** END OF ASSESSMENT TASK 2 ****

What do I need to hand in for this task? Have I completed this? Activity 1 Role Play Observation 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 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 2: PROJECT AND ROLE PLAYS – OUTCOME RECORD


Date:______________

Attempt 2Yes/No

Date:______________

Attempt 3Yes/No

Date:______________

Did the student:

Satisfactorily complete all requirements of each of the six (6) Activities




Outcome for Assessment Task 2: Project and Role Plays

Satisfactory Not Satisfactory Date









Student Name

Student ID


Date of submission








ASSESSOR FEEDBACK


_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________


Assessor Name: __________________________________________________________________________________________




ASSESSMENT TASK 3: PROFESSIONAL DEVELOPMENT PROJECT

TASK SUMMARY

In this assessment task you will be required to develop and implement strategies, documentation and training to support the use, maintenance and continuous improvement of standard templates and macros.You will have a total of two (2) to complete this assessment task


Computer and Microsoft Office suite, printer

Access to the internet for research

Note: Clinton Institute provides students with access to all resources and equipment

WHEN AND WHERE SHOULD THE TASK BE COMPLETED?This task is to be completed in the classroom. Your assessor will advise on the date and time of the assessment.



1) Part A: develop a Training Plan to explain and support the use of standard templates and macros.

Training Plan

Part B: present your Training Activity to two (2) other students in a roleplay

Observation Checklist – your Assessor will complete this


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 components listed.

You must achieve a satisfactory result for every question and component to achieve a satisfactory result for this assessment activity.

WHAT HAPPENS IF I GET SOMETHING WRONG?If your assessor sees that you have not completed all parts of this task satisfactorily, the details of resubmission will be discussed with you directly. You will only need to redo the parts that are not satisfactory, however you will need to resubmit the entire assessment.


INSTRUCTIONS TO STUDENT

For this assessment, you are required to develop and implement strategies, documentation and training to support the use, maintenance and continuous improvement of standard templates and macros.

PART A – DEVELOP TRAINING DOCUMENTATION

Activity 1

2) Using the Training Plan template provided on the following page, develop a Training Plan to explain and support the use of standard templates and macros.

Your Training Plan must include:

a) an explanation of how templates and macros are used in business document design and development

b) a summary of the benefits of macros and templates

c) at least eight (8) examples of common elements that may be included in standard company documents, where macros may be suitable for use in templates

d) typical examples of templates and macros available in word processing and spreadsheet software applications

e) what needs to be considered when customising standard software or other industry templates that may be available

f) what typical features are available to assist in reducing errors and enhance document security

g) a summary of useful elements to incorporate into templates and macros for online business documents to improve useability, accuracy and security

TRAINING PLAN – using standard templates and macros(a) templates and macros in

business document design and development

(b) the benefits of macros and templates


(c) examples of common elements in company documents, where macros may be suitable (at least eight (8) examples)

(d) examples of templates and macros available in word processing and spreadsheet software applications (at least five (5) for each)

Word processing:

Spreadsheets:


(e) Considerations when customising standard software or other industry templates

(f) typical features available to assist in reducing errors and enhance document security

(g) useful elements to incorporate into templates and macros for online business documents to improve useability, accuracy and security


PART B – CONDUCT A TRAINING ACTIVITY (ROLEPLAY)

Activity 1 Your assessor will advise you of the date and time to present your Training Activity and will organise two (2) other students to roleplay as a staff member receiving the training. You may also be required to participate in other Training Activities for other students.

During the training activity, you will be required to: 1) Present the training activity using the Training Plan you developed in Part A. 2) Demonstrate effective communication skills, by speaking clearly and concisely




- Two (20 other students will role play as staff being trained

Specific instructions for student being assessed in the role play:




Provide the training you developed in Part s on using standard templates and macros

Respond to questions from participants

Ascertain from the participants that they have understood your presentation


Your Assessor will observe you during the activity and complete the Observation Checklist following-



Date of Meeting:

Name of Student being assessed:


Name of Assessor role playing as business owner:

Assessor are to write “S” or “NYS” for each line item (row). If the student gets the item correct on the first attempt, the second and third attempt columns do not have to be completed. If a student gets the item correct on the second attempt, there will be a “NYS” on the first attempt, a “S” on the second attempt and the third attempt will be left blank. Students are allowed a total of three attempts.

Note that to obtain a satisfactory outcome for this assessment activity, students must achieve a satisfactory outcome for every line item and each sub point.

Date:


Present the training activity, they developed in their training plan from Part A, to the staff members.

Demonstrated effective communication skills, by speaking clearly and concisely

Use open-ended question(s) to interact effectively and obtain/clarify requirements

Use a closed ended question to interact effectively and confirm requirements

Sought clarifications and responded appropriately to questions


Assessors Comments (Assessors must insert a comment to explain any instance where a student does not achieve a satisfactory outcome for a specific item).




**** END OF ASSESSMENT TASK 3 ****What do I need to hand in for this task? Have I completed this?

Training Plan

Observation Checklist – to be completed by your Assessor




ASSESSMENT TASK 3: PROJECT AND ROLE PLAY – OUTCOME RECORD


Date:______________

Attempt 2Yes/No

Date:______________

Attempt 3Yes/No

Date:______________

Did the student:

Satisfactorily complete all requirements of Part A:Training Plan

Satisfactorily complete all requirements of Part B:

Training Activity




Outcome for Assessment Task 3: Training Project Satisfactory Not Satisfactory Date







OVERALL UNIT - RECORD OF ASSESSMENT OUTCOMES:This section records the outcome of each task/assessment requirement so that the final assessment outcome can be determined for BSBMGT619 Identify and Implement Business Innovation. Student must achieve a satisfactory outcome in each of the three (three) assessment tasks to be deemed competent in the unit. There is space to record up to three attempts at each assessment task.

A not satisfactory result for any discreet assessment task (after the student has had three attempts), will result in the student being deemed not yet competent.

Assessment Tasks

Unit OutcomeSatisfactory (S)

Not satisfactory (NS)Please note (N/A) where further attempts are not

required DateAssessor initials

Assessment Task 1: Written Questions Attempt 1

Attempt 2

Attempt 3

Assessment Task 2: Project and Role PlaysAttempt 1

Attempt 2

Attempt 3

Assessment Task 3: Project and Role PlayAttempt 1

Attempt 2

Attempt 3

Final Assessment Results Result (C/NYC)

BSBADM506 Manage business document design and development

Competent □ Not Yet Competent □

Student Name:

Student ID:

Does the student wish to appeal the result? □ YES □ NO

Assessor Name:

Assessor Signature: Date: / /

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