STUDENT
ASSESSMENT TASKS
DESIGN AND PRODUCE BUSINESS DOCUMENTS
BSBTEC301
Assessment Task 1: Knowledge questions 5
Assessment Task 1: Checklist 7
Assessment Task 2: Checklist 14
| 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 |
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.
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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.
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| Did the student provide a sufficient and clear answer that addresses the suggested answer for the following? | Completed successfully? | Comments | |||
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| 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.
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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:
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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 |
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| 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. |
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| 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. |
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Draft documents
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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
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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.
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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. |
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| 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. |
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Submit your completed Project Portfolio
| Final results record |
| Student name: | |
| Assessor name: | |
| Date |
Final assessment results
| Task | Type |
Result |
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| 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 |
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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: