Design and produce business documents

STUDENT
ASSESSMENT TASKS

DESIGN AND PRODUCE BUSINESS DOCUMENTS

BSBTEC301

 

 

 

 

 

 

 

  Introduction

The assessment tasks for BSBTEC301 Design and produce business documents are outlined in the assessment plan below. These tasks have been designed to help you demonstrate the skills and knowledge that you have learnt during your course.

Please ensure that you read the instructions provided with these tasks carefully. You should also follow the advice provided in the Business Works Student User Guide. The Student User Guide provides important information for you relating to completing assessment successfully.

Assessment for this unit

BSBTEC301 Design and produce business documents describes the skills and knowledge required to design and produce various business documents. It includes selecting and using a range of functions on a variety of computer applications.

For you to be assessed as competent, you must successfully complete two assessment tasks:

Assessment Task 1: Knowledge questions – You must answer all questions correctly.

Assessment Task 2: Project – You must work through a range of activities and complete a project portfolio.

 

 

  Assessment Task 1: Knowledge questions

Information for students

Knowledge questions are designed to help you demonstrate the knowledge which you have acquired during the learning phase of this unit. Ensure that you:

review the advice to students regarding answering knowledge questions in the Business Works Student User Guide

comply with the due date for assessment which your assessor will provide

adhere with your RTO’s submission guidelines

answer all questions completely and correctly

submit work which is original and, where necessary, properly referenced

submit a completed cover sheet with your work

avoid sharing your answers with other students.

 

Assessment information

Information about how you should complete this assessment can be found in Appendix A of the Business Works Student User Guide. Refer to the appendix for information on:

where this task should be completed

the maximum time allowed for completing this assessment task

whether or not this task is open-book.

Note: You must complete and submit an assessment cover sheet with your work. A template is provided in Appendix C of the Student User Guide. However, if your RTO has provided you with an assessment cover sheet, please ensure that you use that.

 

Questions

Provide answers to all of the questions below:

List three examples of technology involved in producing business documents.

Provide a short description and one example of the type of business document that can be developed using each computer application in the table below:

Computer application Description Example
Microsoft Word
Microsoft Outlook
Excel
Power point

Outline three functions of word processing software.

Outline three features of spreadsheet software.

Discuss three ways that formatting can be used to improve the appearance and readability of a document.

Outline three main features of Power Point.

List three examples of organisational policies or procedures you should adhere to when producing business documents.

Explain the purpose of a style guide.

List three examples of information that could be included in a style guide.

Assessment Task 1: Checklist

Student’s name:
Did the student provide a sufficient and clear answer that addresses the suggested answer for the following? Completed successfully? Comments
Yes No
Question 1
Question 2
Question 3
Question 4
Question 5
Question 6
Question 7
Question 8
Question 9
Task outcome:

Satisfactory

Not satisfactory

Assessor signature:
Assessor name:
Date:

 

 

  Assessment Task 2: Project

Information for students

In this task, you are required to demonstrate your skills and knowledge by working through a number of activities and completing and submitting a project portfolio.

You will need access to:

your learning resources and other information for reference

Project Portfolio template

Simulation Pack (if you need a case study).

Ensure that you:

review the advice to students regarding responding to written tasks in the Business Works Student User Guide

comply with the due date for assessment which your assessor will provide

adhere with your RTO’s submission guidelines

answer all questions completely and correctly

submit work which is original and, where necessary, properly referenced

submit a completed cover sheet with your work

avoid sharing your answers with other students.

 

Assessment information
Information about how you should complete this assessment can be found in Appendix A of the Business Works Student User Guide. Refer to the appendix for information on:

where this task should be completed

how your assessment should be submitted.

Note: You must complete and submit an assessment cover sheet with your work. A template is provided in Appendix B of the Student User Guide. However, if your RTO has provided you with an assessment cover sheet, please ensure that you use that.

 

Activities

Complete the following activities:

Carefully read the following:

  This project requires you to design and produce various business documents. It includes selecting and using a range of functions on a variety of computer applications.

As part of the assessment, you will:

design, produce and finalise four different types of business documents, using at least two different software applications.

comply with organisational policies and procedures for producing business documents

work according to the task requirements when producing documents including:

applying basic design principles

applying consistent formatting

using appropriate styles

using correct layouts

proofreading

save and store the documents using required data storage options.

Vocational education and training is all about gaining and developing practical skills that are industry relevant and that can help you to succeed in your chosen career. For this reason, we are giving you the choice to base this project on your own workplace or you can use the case study provided in the Simulation Pack. This will mean that you are applying your knowledge and skills in a relevant, practical and meaningful way to your own situation!
It is important that you are able to access the relevant information and resources in order to be able to do your assessment. As a minimum this should include workplace policies, procedures and other requirements for designing documents, such as a style guide. You will also need access to workplace equipment and resources and at least two types of software applications.
You will be collecting evidence for this unit in a Project Portfolio. The steps you need to take are outlined below.

 

Preparation

  Make sure you are familiar with the business you are basing this assessment on and have read through the necessary background information. For the case study business, this is all of the documents included in the Simulation Pack.

If you are using your own workplace, you must identify four different documents you will produce and two different software applications (such as word processing, accounting software, spreadsheets, etc.) you plan to use. Review the workplace requirements for producing each of the documents (this includes the policies and procedures relevant to producing business documents and other requirements for document design, such as a style guide) and this approved by your assessor before proceeding.

Complete Page 4 of your Project Portfolio for this unit.

Read through the requirements of Section 1, 2 and 3 of your Project Portfolio.

Select and prepare resources

  You are required to select and prepare the resources you need to design and produce four different business documents.

If you are basing the assessment on your own workplace, you must produce the business documents approved by your assessor in the previous activity step.

If you are basing your assessment on the case study, you will use the information provided in the Simulation Pack. If you are using the case study, you will produce:

a memo using Microsoft Word, a newsletter using Microsoft Word, presentation slides using an application of your choice, and an email using an email application of your choice.

Use the questions in Section 1 of your Project Portfolio to plan your documents. In order to do this, you will:

Identify the technology and software applications you will use to produce the required business documents

Identify the layout and style of each document by looking at the organisational requirements (this may be the style guide, template, etc.), and the type of information you need to communicate

Continue completing the questions in Section 1 of your Project Portfolio by using basic design principles and organisational requirements to plan the basic structure of each document. This will involve:

The different sections and the order in which they appear

Font, font size

Page borders, page numbers, dates

Headings, heard and/or footers

Spacing, columns, margins

Graphs, tables, or images

Colours, logos,

Any other features your document must contain according to the task requirements.

Meet with relevant stakeholders

  You are now required to meet with the relevant stakeholders to discuss and clarify the format and style of each document. If you are basing the assessment on your own workplace, you may have to meet with a different stakeholder for each document you are planning to produce.

If you are using the case study, you will meet with your assessor, assuming the role of Office Manager.

At the meeting/s, you will use your planning from the previous activity to:

Discuss the formatting and style requirements for each document

Confirm that you are meeting the organisational requirements for each document (using relevant documents, guides and templates of the organisation).

During the meeting, you are required to demonstrate effective communication skills as follows:

Use of appropriate style (formal), tone (encouraging, respectful) and vocabulary (professional, business language) for the meeting

Speaking clearly and concisely

Using non-verbal communication to assist with understanding

Asking questions to identify required information

Responding to questions as required

Using active listening techniques to confirm understanding

  If you are using the case study, you will meet with your assessor, online or in person. Each discussion (for the four different document types) should last 5 minutes. You must use appropriate business language, asking questions and using active listening techniques.

If you are using a real workplace and meeting with your manager, you may like to make a video recording for your assessor to watch later, or provide other evidence that you have discussed the document e.g. chat messages, meeting minutes or emails.

  Make sure you have answered all questions in Section 1. Submit to your assessor for review.

You are also required to attach certain documents as part of your evidence – review the documents you need to attach as outlined in Section 1 of the Project Portfolio and make sure you attach these when you submit this section.

Draft documents

 

 

 

You are now required to design your business documents using the planning you did in Section 1 of your Project Portfolio.

Open Section 2 of your Project Portfolio, answer the questions and do the following:

Open and create files according to task and organisational requirements

Create a first draft of each document and enter the information into the document

Use the software application functions to ensure consistency of design and layout

Attach your drafts to Section 2 of your Project Portfolio. You will produce your documents in the next activity step.

Produce documents

 

 

 

You must complete, produce and store each document according to organisational policies, procedures and requirements.

Use Section 2 of your Project Portfolio to:

Check each document you produced to ensure it meets task requirements for style and layout

Store/save the documents appropriately using the correct folders. You will attach evidence of this (screenshot, photo, etc.) to Section 2 of your Project Portfolio.

Continue completing Section 2 of your Project Portfolio.

Describe how you used the help function to overcome basic difficulties with document design and production, where required.

Attach proof of accessing the Help function (screenshot) to the end of Section 2 of your Project Portfolio.

  Make sure you have answered all questions in Section 2. Submit to your assessor for review.

You are also required to attach certain documents as part of your evidence – review the documents you need to attach as outlined in Section 2 of the Project Portfolio and make sure you attach these when you submit this section.

 

Finalise documents

  You will now finalise your business documents.

Use the Document Checklist in Section 3 of your Project Portfolio to finalise your documents. In order to do this, you need to:

Proofread each document for readability, accuracy and consistency of language, style and layout prior to final output

Modify each document according to task requirements by describing any changes you made in the Document Checklist.

Name and store each document in accordance with organisational requirements and exit the application. You will attach evidence of this (screenshot, photo, etc.) to Section 3 of your Project Portfolio.

Present documents

  Meet with the relevant stakeholder/s to present your business documents.

If you are using the case study, you will meet with your assessor assuming the role of office manager.

If you are using a real workplace, you may have to meet with different stakeholders for each document.

You may present the documents by showing the stakeholder the electronic copy, sending it to them before the meeting or you may print the document. The meeting may be online or in person and you should use 5 minutes to present each document.

At the meeting:

Present each document according to the task requirements.

  If you are using the case study you will be meeting online or in person with your assessor. If you are using a real workplace and meeting with your manager, you may like to make a video recording for your assessor to watch later, or provide other evidence that you have presented the documents to them.

Your assessor can provide you with more details at this step. Make sure you follow the instructions above and meet the timeframes allocated.

Submit your completed Project Portfolio

  Make sure you have completed all sections of your Project Portfolio, answered all questions, provided enough detail as indicated and proofread for spelling and grammar as necessary. Remember to submit all necessary attachments as indicated. Submit to your assessor for marking.

 

 

Assessment Task 2: Checklist

Student’s name:
Did the student: Completed successfully? Comments
Yes No
Select and prepare resources by:

selecting and using technology and software applications to produce the required business documents

selecting the layout and style of each publication, according to information and organisational requirements

using basic design principles and ensuring document design is consistent with organisational requirements

discussing and clarifying the format and style with required stakeholder?

Design documents by:

identifying, opening and creating files according to task and organisational requirements

designing the documents and ensuring efficient entry of information

using a range of functions to ensure the consistency of design and layout?

Produce documents by:

completing document production according to organisational policies, procedures and requirements

checking documents produced to ensure it meets task requirements for style and layout

storing documents appropriately and saving documents

using the help function to overcome basic difficulties with document design and production, where required?

Finalise documents by:

proofreading documents for readability, accuracy and consistency of language, style and layout prior to final output

modifying the documents according to task requirements

naming and storing the documents in accordance with organisational requirements and exiting the application

presenting documents according to task requirements?

Task outcome:

Satisfactory

Not satisfactory

Assessor signature:
Assessor name:
Date:

 

 

  Final results record

 

Student name:
Assessor name:
Date

Final assessment results

Task Type

Result

Satisfactory Unsatisfactory Did not submit
Assessment Task 1 Knowledge questions

S

U

DNS

Assessment Task 2 Project

S

U

DNS

Overall unit results

C

NYC

Feedback

 

 

 

My performance in this unit has been discussed and explained to me.

I would like to appeal this assessment decision.

 

Student signature: Date:

 

 

I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.

 

Assessor signature: Date: