Develop and present business proposals

ASSESSMENT BOOKLET
BSBESB302
Develop and present business proposals

Student Details
Student Name Student ID
Result Summary
Assessment task
outcomes
TASK 1 C NYC NA Type of
Submission
First submission
First re-submission
Second re
submission
TASK 2 C NYC NA
Final Unit
Outcome
Competent Competent Not Yet Submission Date
Assessor Name Assessor
Signature

BSBESB302 2
This Page is
intentionally left
blank

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Assessment Record of Outcome
Purpose: This sheet provides an overview of a student’s competency for each unit based on all assessment
tasks submitted.
Instructions: Assessor: Record the outcome of each assessment task and determine the student’s
competency for the unit based on all assessment tasks. Record the unit outcome below, sign and date.
Admin Team: Record the unit outcome in RTO Manager and save the assessment bundle in the student’s
file. A scanned copy of this document is to be retained once the assessment is destroyed.
Student Name Student ID
Unit Code BSBESB302
Unit Title Develop and present business proposals
Assessment
Submission
Date
Type of
submission
□ First Submission
□ First Re-submission
□ Second Re-submission
Assessment Task Results (Please tick)
Assessment 1 □ C (Competent) □ NYC (Not Yet Competent) □NA (Not Assessed)
Assessment 2 □ C (Competent) □ NYC (Not Yet Competent) □NA (Not Assessed)
Final Assessment Result for this unit Competent Not Yet Competent
Assessor
Declaration
In completing this assessment, I confirm that the participant has demonstrated all unit
outcomes through consistent and repeated application of skills with competent
performance in multiple instances over a period of time.
Evidence collected has been confirmed as:
Authentic
Assessor Name Assessor
Signature
Feedback

BSBESB302 4

Data Entry
Admin Officer
Initials
Date Entered
In RTO
Manager
YES No

 

Student Declaration and Agreement

Section One: Declaration
a. I declare that this assessment is my own work, except where acknowledged, and has not
been submitted for academic credit elsewhere, and acknowledge that the assessor of this item
may, for the purpose of assessing this item:
i. reproduce this assessment item and provide a copy to another member of the Institute;
and/or,
ii. communicate a copy of this assessment item to a plagiarism checking service (which may
then retain a copy of the assessment item on its database for the purpose of future plagiarism
checking).
b. I understand it is my responsibility as a student to keep a copy of the assessment prior to
submission, Albright Institute takes no responsibility for lost in transit. If required I may be asked to
reproduce another copy of the assessment/s.
c. I understand that it is my responsibility to read all the policies relevant to my course and
college and if I am found to be in breach of policy, disciplinary action may be taken against
me.

Section Two: Agreement
Read through the assessments in this booklet before you fill out and sign the agreement
below. Make sure you sign this before you start any of your assessments.
i. Have you read and understood what is required of you in terms of
assessment?
Yes No
ii. Do you understand the requirements of this assessment? Yes No
iii. Do you agree to the way in which you are being assessed? Yes No
iv. Do you have any special needs or considerations to be made for this
assessment? If yes, what are they?
Yes No

BSBESB302 5

___________________________________________________________________________
v. Do you understand your rights to appeal the decisions made in an
assessment?
Yes No

 

Student
Name
Student
Signature
Date

Assessment Overview
This Student Assessment Booklet includes all your tasks for assessment of BSBESB302 Develop
and present business proposals
About your assessments
This unit requires that you to complete two (2) assessments. You must complete all assessments
with a competent result to achieve competency for this unit. Please read the information
below about each task included in this assessment.

Task Description
Assessment 1
Short Answer Questions
In this assessment, you will demonstrate a sound knowledge of
the unit requirements through completing and submitting
written questions.
You must correctly answer all questions to show that you
understand the knowledge required of this unit.

BSBESB302 6

Task Description
Assessment 2
(Workplace
Project)
This assessment is divided into eight tasks:
Task 1: Prepare for Business Proposal
Task 2: Analyse Viability of Business ideas
Task 3: Assess Business Risks
Task 4: Assist in Risk Management System Development
Task 5: Identify Proposal Audience and Their Needs
Task 6: Establish Business Proposal Budget
Task 7: Draft Business Proposal
Task 8: Present Business Proposal

Student Information
What is competency?
To complete assessment tasks satisfactorily you will need to demonstrate competence – but
what does this mean?
In the Australian vocational education and training system, the concept of competence, is
defined as: “The ability to perform tasks and duties to the standard expected in the
workplace”. Competence involves the application of specific skills, knowledge and attitudes
to the work performance in an industry, an industry sector or an enterprise. Competence is
rarely achieved in a one-off demonstration. It needs to be developed holistically – that is,
bringing a range of skills and knowledge together – and over time in a real or simulated
workplace. To achieve competence, you need to demonstrate that you can perform a given
task to the standard defined in an endorsed unit of competency.
How to submit your assessments?
When you have completed each assessment 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 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, 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 back of the Task Cover Sheet.

BSBESB302 7
Assessment outcomes
Once the assessment has been completed the student will be given the result within 14 days.
Once the student has satisfactorily completed the required assessments for a unit of
competency he/she will receive an outcome of C (Competent) or otherwise NYC (Not Yet
Competent) in which case the student is entitled to apply for a resubmission of the assessment.
Reasonable adjustments
Wherever possible, trainers/assessors will make reasonable adjustments to training and
assessment processes to ensure all people are treated equally in the training and assessment
process.
Students who have special needs may be allowed reasonable adjustment at the time of
assessment in line with the Albright Institute’s Policy and Procedures.
To meet the needs of all learners’ adjustments can be made to the way assessments are
conducted but not to the requirements of the assessment. The purpose of these adjustments
is to enhance fairness and flexibility so that the specific needs of students can be met.
Examples of reasonable adjustments
a. providing additional time for student to practice the assessment tasks
b. presenting questions orally for students with literacy issues
c. asking questions in a relevant practical context
d. adapting machinery and equipment to make it more easily used
e. presenting work instructions in diagrammatic or pictorial form instead of words and
sentences
f. simplifying the design of tasks
It is the responsibility of each assessor to assess students’ needs and make whatever
reasonable adjustments are practicable to maximise a students’ opportunity to demonstrate
their competence.
Assessment re-submission
If a student is deemed NYC (not yet competent) the Trainer/Assessor (TRN) will explain why and
inform the student of what needs to be completed in order to demonstrate competence.
Re-assessment for assessments only occurs if the student has previously submitted the
assessment or has missed the relevant session(s) and has been afforded special consideration
which is approved by the Administration department.
If the result for the first submission of an assessment is NYC, students will be given two resubmission opportunities to achieve a competent result (this re-assessment is conducted free
of charge). A suitable time will be arranged for the reassessment to occur within 14 days of the
completion of the unit in question. Should a student either not make an attempt within this time
frame (in spite of all efforts by Albright Institute, its Trainer/Assessor and administration staff to

BSBESB302 8
have the student attend a reassessment session) or the student does not achieve a satisfactory
result after two re-assessments they may be charged for another attempt.
Should the student still not achieve competence after these assessment attempts, it will be
necessary for them to re-enrol in (repeat) the unit of competence at a cost.
Assessment appeals
You can make an appeal about an assessment decision by filling an appeal form. Ask for an
appeal for from a student support officer. Refer to Albright Institute’s Assessment Policy for more
information about our appeals process.
Plagiarism Policy
All student work must be written in their own words, except where acknowledged through
quotations and referencing. Plagiarism is a serious offence; Albright Institute may impose
severe penalties on students who plagiarise.
For more information on Plagiarism and Cheating refer to Albright Institute’s policies.

BSBESB302 9
Assessment 1 – Coversheet
Students: Please fill out this cover sheet clearly and accurately. Make sure you have kept a
copy of your work.

Student and Submission Details
Student
Name
Student ID
Unit Code
and Name
BSBESB302 Develop and present business
proposals
Date of
submission
STUDENT DECLARATION
I declare that
a. this assessment is my own work.
b. None of this work has been completed by any other person.
c. I have not cheated or plagiarised the work or colluded with any other student/s.
d. I have correctly referenced all resources and reference texts throughout these
assessment tasks.
e. I understand that if I am found to be in breach of policy, disciplinary action may be
taken against me.
Student
Signature

 

Assessor To Complete
Assessment 1 Assessment Result Date Type Of Submission
Short Answer Questions □ C (Competent)
□ NYC (Not Yet
Competent)
□NA (Not Assessed)
First submission
First re-submission
Second re
submission
Assessor feedback

BSBESB302 10

Assessor Name
Assessor Signature

 

Performance Criteria
The task meets the following requirements: Satisfactory Unsatisfactory Not Present
1.0 factors influencing financial viability of business ventures,
including financial returns
2.0 factors influencing viability of business ideas, including:
impact of emerging or changing technology
personal circumstances and suitability of own skills profile
assessed risks
availability of required resources
3.0 key requirements for business proposals, including:
information relating to legislative requirements,
regulations, standards and codes or practice
structure and content suited to audience needs
formats and methods of presentations
description of products and/or services
4.0 workplace procedures for:
recording outcomes of proposal evaluation
establishing income and expenditure costing for business
proposal
5.0 principles of risk assessment relevant to business
opportunity described in performance evidence.

BSBESB302 11
Assessment 1 – Short Answer Questions
Assessment summary
You are required to answer all the written questions in this assessment.
Resources and equipment required to complete this assessment
o Access to textbooks and other learning materials.
o Access to a computer, printer, Internet and email software (if required).

When and where should the assessment be completed?
o This assessment may be done in your own time as homework or you may be
given time to dothis task in class (where applicable).
o Your assessor will provide you with the due date for this assessment.

What needs to be submitted?
o Your answers to each question in this assessment along with references.

Instructions
o This is an open book test – you can use your learning materials as reference.
o You must answer all questions in this assessment correctly.
o You must answer the questions by typing your answers in Microsoft Word
and converting it into
a pdf.
o Please include the following details in the header section of each
page of your assessment document:

Student Name and ID
Course Code and title
Unit Code and title
Trainer and assessor name
Page numbers


o You are required to submit your assessment on the LMS (Moodle).
No submissions will be accepted via emails.

BSBESB302 12
Short Answer Questions

Preliminary Task
Questions 3, 4, 5 and 6 of these Short Answer Questions require you to refer to the
industry you plan to enter and your business idea.
Industry refers to the group of businesses that produce a particular kind of goods or
services. These include the following:
o Food services
o Construction
o Community services
Business ideas must be specific to your chosen industry. For example, business ideas
under the hospitality industry can include:
o Catering services
o Restaurant
o Takeaway and food delivery services
For your assessor’s reference, identify the information required in the spaces
below.
When answering Questions 3, 4, 5 and 6, you must refer to the information you
provided below.

 

Question 1
Explain how the factors listed below affect the financial viability of business ventures.
a. General economic trends
b. Financial returns

BSBESB302 13

c. Cost of operations

 

Question 2
Complete the table below by identifying the following:
At least one example of emerging business technology
Emerging business technology refers to technology used in business operations that
is currently gaining popularity and is expected to create significant social or
economic effects among businesses.
At least one example of changing business technology
Changing business technology refers to current improvements in existing technology
in among businesses that results in increased production efficiency.
Impact that each technology has on the viability of business ideas.
Example of Each Type of
Technology
Impact on Viability of Business
Ideas
Emerging
business
technology
Changing
business
technology

BSBESB302 14

Question 3
Complete the table below:
Identify at least two personal circumstances that can influence the viability of your
business idea
Personal circumstances refer to personal situations or events that may affect the
capability of your business idea to survive.
Briefly explain how each circumstance influences the viability of your business idea.
Personal Circumstances That Can Influence
the Viability of Your Business Idea
How It Influences the Viability of Your
Business Idea
a.
b.

BSBESB302 15

Question 4
Complete the table below:
Identify at least three personal skills that you can use for your business idea.
Personal skills refer to knowledge and abilities you have that would be helpful in the
survival your business idea.
Briefly explain the suitability of each personal skill for your business idea.
Suitability refers to how you can use your skills help your business idea to survive.
Personal Skills Needed for Your Business
Idea
Suitability of Each Personal Skill for Your
Business Idea
a.
b.
c.

BSBESB302 16

Question 5
Complete the table below:
List at least three business risks that can affect the viability of your business idea,
according to their level of severity. List the risk with the highest severity first and the
risk with the lowest severity last.
Business risks refer to future events or situations that threaten your business idea’s
financial goals.
Level of severity should be according to the degree of the impact of the risk if left
unmanaged, with the risk that has the most severe impact being the first response.
Explain the reason for assigning each risk in such severity level.

 

Business Risks According to Severity Level Explanation for Assigning the Risk in Such
Severity Level
a.
b.
c.

BSBESB302 17

Question 6
Explain how the availability of each resource below will influence the viability of your
business idea.

 

a. Financial resources
b. Human resources
c. Physical resources

BSBESB302 18

Question 7
Answer the following questions about formats and methods of business presentations.

 

a. Identify at least two formats for presenting business proposals.
Formats refer to how the business proposal will be delivered to the audience.
i.
ii.
b. Identify at least two methods of presenting business proposals.
Methods refer to the channel through which a business proposal will be presented.
i.
ii.

 

Question 8
Briefly define each principle of risk assessment related to business opportunities listed below.

 

a. Compliance risk

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b. Strategic risk
c. Cultural risk
d. Financial risk

What to submit:
Answers to all questions
References
BSBESB302 20
Assessment 2 – Coversheet
Students: Please fill out this cover sheet clearly and accurately. Make sure you have kept a
copy of your work.

Student and Submission Details
Student
Name
Student ID
Unit Code
and Name
BSBESB302 Develop and present business
proposals
Date of
submission
STUDENT DECLARATION
I declare that
This assessment is 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 to complete
Assessment 2 Assessment Result Date Type Of Submission
Assessment 2
(Workplace project
□ C (Competent)
□ NYC (Not Yet
Competent)
□NA (Not Assessed)
First submission
First re-submission
Second re
submission
Assessor feedback

BSBESB302 21

Assessor Name
Assessor Signature

Assessment 2 – Workplace Project Assessment
This assessment meets the folowing performance criteria:

Performance Criteria
1. Evaluate business ideas 1.1 Identify ideas relating to
business opportunities
1.2 Research key factors
influencing their financial
viability
1.3 Analyse business ideas to
determine viability of business
opportunity
1.4 Record outcomes of
evaluation according to
workplace procedures
2. Manage risk associated with
business proposal
2.1 Identify potential risks
associated with opportunity
ideas and viability of business
2.2 Communicate with relevant
stakeholders the potential risks
2.3 Assist relevant stakeholders to
develop risk management

BSBESB302 22

systems
3. Develop proposal for viable
business idea
3.1 Identify audience for proposal,
and required structure and
content
3.2 Establish budget according to
financial viability
3.3 Develop description of
business idea according to
identified budget and business
opportunities
3.4 Confirm that draft proposal
meets requirements
4. Present business proposal 4.1 Determine presentation
method suited to audience
4.2 Provide customised business
proposal to target audience
4.3 Seek feedback to inform
future proposals

This assessment meets the folowing performance Evidence:

Perormance evidence
1.0 develop and present a business proposal for a product or service.
2.0 analyse information from a range of sources to evaluate the
viability of the business opportunities, including:
consideration of personal commitments
risk identification and assessment
personal skills and attributes analysis against required skills
anticipated financial returns.

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This assessment meets the folowing Foundation Skills:

Foundation Skills
Reading Interprets information from a range of sources
Writing Uses information and industry-related terminology to
complete required documentation
Numeracy Extracts, evaluates and compares numerical
information
Initiative and
enterprise skills
Plans and implements tasks required to prepare and
present a business proposal
Analyses and evaluates options before making
decisions, considering needs, resources and
constraints
Technology Uses a range of digital tools to access, organise,
integrate and present relevant information

BSBESB302 24
Workplace Project Assessment
Project Overview

This workplace project assessment requires you to develop and present a business
proposal for a product or service.
This assessment is divided into eight tasks:
Task 1: Prepare for Business Proposal
Task 2: Analyse Viability of Business ideas
Task 3: Assess Business Risks
Task 4: Assist in Risk Management System Development
Task 5: Identify Proposal Audience and Their Needs
Task 6: Establish Business Proposal Budget
Task 7: Draft Business Proposal
Task 8: Present Business Proposal
This project requires you to complete the assessment tasks in a real workplace, or in an
environment with conditions similar to that of a workplace.
Each task comes with a set of instructions. You are to follow and perform these instructions
while being observed by the assessor and/or submit any required documentation.
Before starting this assessment, your assessor will discuss with you these tasks, including
instructions and guidance for satisfactorily completing them.
You are required to:
Complete the tasks within the time allowed, as scheduled in-class roll.
Identify at least two business ideas related to business opportunities and identify
workplace procedures relating to evaluating business ideas
Conduct a viability analysis for each business idea that you identified
Identify and assess risks associated with your business ideas
Communicate assessed risks to relevant stakeholders and assist them in developing
risk management systems
Identify the audience of your business proposal and their needs
Establish a budget for the first year of your business idea
Draft a business proposal according to the requirements and needs of your
audience
Present a customised business proposal to your audience and seek feedback from
them.

BSBESB302 25

Forms and Templates
Generic forms and templates are provided in the project tasks, unless otherwise specified.
These can be accessed from the following link:
BSBESB302 Forms and Templates
Username: albrightlearner
Password: [email protected]
Review these forms and templates with your assessor before starting the task.

BSBESB302 26
Task 1: Prepare for Business Proposal

ASSESSMENT INSTRUCTIONS
This task will require you to prepare for business proposal you will later draft and present by
identifying at least two business ideas for a product or service. You must also identify your
workplace’s procedures for recording outcomes of proposal evaluation and establishing
costing for business proposals.
The business ideas that you identify for this task will be the same business ideas that you will
conduct a viability analysis in the next task.
One of these business ideas will also be used in drafting and presenting a business proposal
in the succeeding tasks.
To complete this task, you must:
Identify at least two business ideas.
Business ideas refer to concepts for a product or service that can be used by your
business for financial gain. This can include:
o Art commissions
o Food from regional cuisine
Identify at least one related business opportunity for each business idea identified.
Business opportunities refer to the business venture that each business idea you
identify is related to. This can include:
o Art shop
o Take-away restaurant
Access your workplace procedures for the following:
o Recording outcomes of business proposal evaluation.
o Establishing income and expenditure costing for business proposals.
Outline the instructions from the workplace procedures that you accessed.
Complete the answer fields in the following pages with the information identified.
Your assessor will discuss these resources with you, and the criteria outlined in this form prior
to this assessment.
Submit your responses to this workbook to your assessor. You must also submit the
supplementary documents/sources used to complete your workbook responses, including
workplace procedures for the following:
Recording outcomes of business proposal evaluation.
Establishing income and expenditure costing for business proposals.

BSBESB302 27

Complete the tables below with the required information.

 

Workplace/Organisation
Your Work/Job Role

Business Ideas
Identify at least two business ideas for a product or service. Identify at least one business
opportunity related to each business idea identified.

Business Ideas for a Product or Service Business Opportunities Related to Each
Business Idea
a.
b.

Workplace Procedures
Recording Outcomes of Business Proposal Evaluation

Title of Workplace
Procedure
Identify the title of your workplace’s procedure for recording
outcomes of business proposal evaluations.
Procedures
Outline procedures under identified workplace procedure for recording outcomes of
business proposal evaluations.

BSBESB302 28
Establishing Income and Expenditure Costing for Business Proposals

Title of Workplace
Procedure
Identify the title of your workplace’s procedure for establishing
income end expenditure costing for business proposals.
Procedures
Outline procedures under identified workplace procedure for establishing income and
expenditure costing for business proposals.

BSBESB302 29
Task 2: Analyse Viability of Business Ideas

ASSESSMENT INSTRUCTIONS
This task will require you to conduct a viability analysis for each business idea that you
identified in
Workplace Project Task 1.
Use the
Viability Analysis Form provided at the Bounce Fitness site to complete this task.
To complete this task, you must:
Review the following:
o Workbook responses from Workplace Project Task 1.
o Workplace procedures about recording outcomes for business proposal
evaluation
o Sources of information about key factors affecting financial viability of each
business idea, such as:
Government business information
Internet research
Public reports
o Workplace procedures on recording outcomes of business proposal
evaluations
Identify the following:
o At least one of the business ideas that you identified in Workplace Project
Task 1
o Business opportunity related to the business idea you identified.
Research and identify at least two key factors that can influence the financial
viability of the business ideas that you identified.
Financial viability refers to the capability of your business idea to generate revenue
and enough profit once you start your business’s operations.
Key factors that can influence financial viability refer to events or situations that can
affect your business’s capability to generate enough income to profit. These
include:
o Global events such as pandemics
o Economic trends
o Consumer behaviour

BSBESB302 30

Estimate the potential financial returns of each business idea you identified.
Financial returns refer to the potential profit or loss of a business over a period of
time.
o Identify at least three start-up expenses for your business idea.
Start-up expenses refer to the expenses that you expect to incur while setting
up a business idea until your first sale. These can include:
Insurance and permit fees
Equipment and supplies
Advertising and promotion
o Estimate the total start-up expenses.
Identify the cost that each start-up expense will incur.
Cost refers to the amount of money to be expended by your business in
exchange of acquiring each start-up expense.
Add the cost that each start-up expense will incur.
o Identify at least one source of revenue for your business idea.
Source of revenue refers to the source from which your business idea will
earn money from the sale of their product or service. This can include:
Income from sales transactions
Recurring income from rentals.
o Estimate the total revenue for the first year.
Identify the amount of revenue to the generated by each source for
the first year.
Add the revenue that each source will generate.
o Identify at least three operating expenses that your business idea will incur for
the first year.
Operating expenses refer to the resources that your business will require
while running it for the first year. This includes expenses such as:
Rent
Salary
Production costs

BSBESB302 31

o Estimate the total operating expenses for the first year.
Identify the total cost that each operating expense will incur for the
first year.
Cost refers to the amount of money to be expended in exchange of
acquiring each operating expense for the first year.
Add the costs that each operating expense will incur for the first year.
o Calculate the net income of your business for the first year.
Net income must be calculated by subtracting the total estimated first-year
operating costs from the total estimated first-year revenue.
o Calculate the investment to income ratio of the business.
Investment to income ratio measures how much a business will be able to
regain the start-up costs that they incurred. This must be calculated by
dividing the estimated start-up cost by the estimated net income.
Identify at least two of your personal commitments.
Personal commitments refer to your personal obligations outside of your business
idea that you are accountable for. These include:
o Financial commitments
o Family obligations
Explain how you will adapt or adjust to the needs of your business idea considering
each of the personal commitments that you identified.
You must explain how you will be able to attend to the needs of your business idea
despite having the personal commitments you identified.
Identify at least three skills required for each business idea.
Skills refer to knowledge and abilities required for the implementation and operation
of each business idea. These can include:
o Financial management
o Leadership skills
o Customer service
Identify at least three personal skills that you can use in the implementation and
operation of each business idea.
Personal skills are knowledge and abilities that you have acquired through the
following:
o Education
o Training
o Work experience

BSBESB302 32

Identify at least three personal attributes that you can use for each business idea.
Personal attributes refer to personal characteristics and qualities that will be useful
for the implementation and operation of each business idea. These can include:
o Being goal-oriented
o Open-mindedness
o Confidence
Compare your personal skills and attributes against the required skills for each
business idea. For each required skill, you must identify:
o At least one personal skill that will address each skill required for a business
idea.
o At least one personal attribute that can help with each skill required for a
business idea.
Assess the overall viability of each business opportunity based on the analysis that
you conducted for their corresponding business ideas.
You must evaluate whether the business opportunities related to your business ideas
will be able to survive upon implementation according to the information that you
identified above.
Complete a viability analysis form for each business idea with the information you
identified. The viability analysis form must be completed according to your
workplace’s procedures on recording outcomes of business proposal evaluations.
Your assessor will discuss these resources with you, and the criteria outlined in this form prior
to this assessment.
Use the
Viability Analysis Form provided at the Bounce Fitness site. You must submit at least
two completed viability analysis forms to your assessor – one for each business idea. Include
any supplementary documents/sources used to complete your viability analysis forms, such
as:
Sources of information about key factors affecting financial viability of each
business idea, such as:
o Government business information
o Internet research
o Public reports
Workplace procedures on recording outcomes of business proposal evaluations.

BSBESB302 33
Task 3: Assess Business Risks

ASSESSMENT INSTRUCTIONS
This task will require you to identify and assess the risks associated with each of the business
ideas you identified at
Workplace Project Task 1.
Use your workplace/organisation’s template to complete this task, or use the Risk
Assessment Form
provided at the Bounce Fitness site.
To complete this task, you must:
Review the workbook responses from Workplace Project Task 1.
Identify the following:
o Business ideas that you identified in Workplace Project Task 1
o Business opportunity related to the business idea you identified.
Identify at least two business risks associated with each business idea.
Business risks refer to the events or situations that can affect the financial health of
your business idea once its operation starts. These can relate to the following
principles of risk assessment:
o Compliance risk
o Financial risk
o Strategic risk
Identify at least two viability risks associated with each business idea.
Viability risks refer to events or situations that can affect the potential of a business
idea to be successful. These can relate to:
o Market stability
o Availability of resources
o Availability of funding

BSBESB302 34

Conduct a risk assessment for each risk by identifying the following:
o Likelihood of risk
o Severity of risk
o Areas of impact
o Possible corrective actions
Assess the overall viability of each business opportunity by considering the risk
assessment of each business idea they are related to.
You must evaluate whether the business opportunities related to your business ideas
will be able to survive upon implementation according to the risk assessment of
each business idea.
Complete a risk assessment template for each business idea that you identified in
Workplace Project Task 1 with all the information you identified.
Your assessor will discuss these resources with you, and the criteria outlined in this form prior
to this assessment.
Use the
Risk Assessment Form template provided at the Bounce Fitness site.
You must submit at least two completed risk assessment forms to your assessor

BSBESB302 35
Task 4: Assist in Risk Management System Development

ASSESSMENT INSTRUCTIONS
This task will require you to:
Communicate the risks that you assessed in Workplace Project Task 3 to at least two
stakeholders
Assist stakeholders in developing risk management systems for the risks that you
identified in
Workplace Project Task 3.
Risk management systems refer to the set of processes or procedures to be taken to
minimise or eliminate potential risks associated with a business idea.
Stakeholders refer to people, groups and organisations that will be involved in and affected
by the potential operations of each business idea. This includes the following:
Contractors
Employees
Suppliers
Government agencies
To complete this task, you must:
Review the risk assessment forms that you completed in Workplace Project Task 3.
Communicate to at least two relevant stakeholders each of the risks that you
assessed in
Workplace Project Task 3.
Assist the relevant stakeholders in developing risk management systems for each of
the risks that you communicated. This includes discussing the following for each risk:
o Likelihood of risk
o Severity of risk
o Areas of impact
o Possible corrective actions

BSBESB302 36

Submit evidence that you have communicated the risks with relevant stakeholders.
Evidence must be based on the risks that you identified in
Workplace Project Task 3.
Evidence must be at least one of the following:
Email correspondence
Meeting minutes
Video/audio recording of you communicating risks with stakeholders
When submitting video/audio this as evidence, ensure to inform the stakeholders
whom you are communicating with of the purpose of the recording before doing
so.
You must also submit evidence that you assisted in the development of risk management
systems. Evidence must be based on the results of risk assessment completed in
Workplace
Project Task 3
.
Evidence must be at least one of the following:
Email correspondence
Meeting minutes
Video/audio recording of you assisting in the development of risk management
systems
When submitting video/audio this as evidence, ensure to inform the stakeholders
whom you are assisting of the purpose of the recording before doing so.

BSBESB302 37
Task 5: Identify Proposal Audience and Their Needs

ASSESSMENT INSTRUCTIONS
This task will require you to identify the requirements that you need to comply to in drafting
and presenting a business proposal.
The requirements that you will identify for this task will be the requirements that you need to
fulfill when you develop and present your business proposal in the succeeding tasks.
To complete this task, you must:
Select one of the business ideas from Workplace Project Task 1 that you will develop
a business proposal for. Additionally, you must also identify the business opportunity
your selected business idea is related to.
Consider the results of the viability analysis and risk assessment that you conducted
in the previous workplace tasks in selecting a business idea that you will develop a
proposal for.
Identify at least one audience you will present a business proposal to.
Audience refers to the people, groups or organisations you want to involve in the
implementation of your business idea. They will have the greatest impact in the
success of your business idea.
This includes identifying the following:
o Name/s of audience
o Type of audience
Types of audiences include:
Potential investors
Current and potential employees
Potential clients and customers
Bankers or loan officers
Identify the appropriate structure of the business proposal according to the needs
of the audience you identified.
Structure refers to the required order and progression of content of your business
proposal. Appropriate structure can be determined by the structure required by
your audience through requests for proposals (RFPs) or proposal requirements. This
can include:
o Required parts of the proposal
o Supplementary documents required

BSBESB302 38

Identify the content required in the business proposal according to the needs of the
audience you identified.
Content refers to the information that you will include in your business proposal.
Required content can be determined by the content required by your audience
through requests for proposals (RFPs) or proposal requirements.
Identify the method of presentation appropriate to the needs of your audience
Method of presenting business proposals will vary according to the request of your
audience or their availability. This can include:
o Slideshow presentation
o Email correspondence
o Mail-in submission
The method of presentation that you identify in this task will be the method that you
will use in presenting your business proposal in Workplace Project Task 8.
Identify the product or service that your business idea will offer.
Provide the description of the product or service that your business idea will offer.
This includes identifying the following:
o Type of product or service
o At least one feature of the product or service
Key feature refers to the key function of the product or service that your
business idea provides.
o At least one selling point of product or service
Selling point refers to a feature of your product or service that makes it
appealing to your target customers.
Identify the following compliance and regulatory requirements relevant to your
business idea:
o At least two legislations
o At least two regulations
o At least two standards specific to your industry, product or service
o At least two codes of practice specific to your industry.

BSBESB302 39

Briefly describe each compliance and regulatory requirements that you identified.
Description must be a general summary of the requirements that each of the
identified compliance and regulatory requirements provide.
Complete the answer fields in the following pages with the information identified.
Review
Workplace Project Task 5 – Assessor’s Checklist before starting this task. This form
outlines the following:
Resources you are required to access to complete the task.
All criteria your submission must address to satisfactorily complete this task.
Your assessor will discuss these resources with you, and the criteria outlined in this form prior
to this assessment.
Submit your responses to this workbook to your assessor. Include the supplementary
documents/sources that you used to complete the answer fields below, including
compliance and regulatory requirements relevant to your business idea, such as:
Legislation, such as:
o Australian Competition and Consumer Act 2010
o Fair Trading laws in their state/territory
Regulation, such as:
o Workplace health and safety (WHS) regulations in your state/territory
o Environmental protection legislation in your state/territory
Standards, such as:
o Mandatory standards relevant to your product or service
o Industry safety standards
Codes of practice, such as:
o WHS codes of practice relevant to your industry in your state/territory
o Industry codes of conduct from the Australian Consumer Law.

BSBESB302 40

Complete the tables with the required information below.

 

Industry
Workplace/Organisation
Your Work/Job Role

Business Idea and Business Opportunity

Business Idea
Identify your business
idea for a product or
service.
Business Opportunity
Identify the business
opportunity related
to the business idea
that you identified.

Proposal Requirements
Audience

Name/s of
audiences
Type of audience

Structure

Required Parts of the Business Proposal
Identify the parts of the business proposal that fits the needs of your audience.
a.
b.
c.

BSBESB302 41
add more rows as necessary

Supplementary Documents Needed
Identify any supplementary documents that need to be attached to your business proposal
based on the needs of your audience. You can leave this blank if this is not necessary.

Content

Required Information in the Business Proposal
Identify the information to be included in your business proposal that fits the needs of your
audience.
a.
b.
c.

Add more rows as necessary.
Method of Presentation

Method of Presentation of your Business Proposal
Identify the method of presentation that fits the needs of your audience and/or their
availability.

Description of Product or Service

Name of product or
service

BSBESB302 42

Type of product or
service
Key feature of
product or service
Selling point of
product or service

Compliance and Regulatory Requirements
Legislations
Identify at least two legislation that are relevant to your business idea. Briefly describe each
legislation that you identified.

Title of Legislation Identify the title of the legislation that is relevant to your business idea.
Description
Briefly describe the legislation that you identified above.

 

Title of Legislation Identify the title of the legislation that is relevant to your business idea.
Description
Briefly describe the legislation that you identified above.

BSBESB302 43
Regulations
Identify at least two regulations that are relevant to your business idea. Briefly describe each
regulation that you identified.

Title of Regulation Identify the title of the regulation that is relevant to your business idea.
Description
Briefly describe the regulation that you identified above.

 

Title of Regulation Identify the title of the regulation that is relevant to your business idea.
Description
Briefly describe the regulation that you identified above.

Standards
Identify at least two standards specific to your industry, product or service. Briefly describe
each standard that you identified.

Title of Standard Identify the title of the standard specific to your industry, product or
service.
Description
Briefly describe the standard that you identified above.

BSBESB302 44

Title of Standard Identify the title of the standard specific to your industry, product or
service.
Description
Briefly describe the standard that you identified above.

Codes of Practice
Identify at least two codes of practice specific to your industry. Briefly describe each code of
practice that you identified.

Title of Code of
Practice
Identify the title of the code of practice specific to your industry.
Description
Briefly describe the code of practice that you identified above.

 

Title of Code of
Practice
Identify the title of the code of practice specific to your industry.
Description
Briefly describe the code of practice that you identified above.

BSBESB302 45
Task 6: Establish Business Proposal Budget

ASSESSMENT INSTRUCTIONS
This task will require you to establish the budget for the business idea that you selected in
Workplace Project Task 5.
The budget that you will establish for this task will be included in the business proposal that
you will develop and present in the succeeding tasks.
Use the Business Proposal Budget template provided at the Bounce Fitness site.
To complete this task, you must:
Review the following information from the previous tasks:
o The business idea that you selected for Workplace Project Task 5
o Viability Analysis Form that you completed in Workplace Project Task 2 for
the business idea that you selected.
Develop a budget for the first year of the business idea that you selected in
Workplace Project Task 5.
The budget that you will develop for this task must be based on the projected
financial returns from the Viability Analysis form that you completed in Workplace
Project Task 2.
o Identify the business idea that you are developing a budget for
o Identify the period that your business proposal budget will cover
o Identify at least three start-up expenses for your business idea.
o Estimate the total start-up costs.
Identify the cost that each start-up expense will incur.
Add the costs that each start-up expense will incur.
o Identify at least one source of revenue for the business idea that you
identified.
o Estimate the total annual revenue for the first year.

BSBESB302 46

Identify the amount of revenue to be generated by each source of
revenue for each month of the first year.
Estimate the total monthly revenue by adding the revenue that each
source will generate for each month.
Add each total monthly revenue that you will generate for your
business.
o Identify the at least three operating expenses that you will incur during the
first year.
o Estimate the total operating expenses for the first year.
Identify the cost that each operating expense will incur for each month
of the first year.
Estimate the total monthly operating costs by adding the operating
costs that each operating expense will incur each month.
Add each total monthly operating cost for the first year of your business.
o Calculate the annual net income for the first year by subtracting the total
annual operating costs from the total annual revenue.
The details of your budget must correspond with the details of the projected
financial returns for this specific business idea in
Workplace Project Task 2.
Complete the business proposal budget template with the financial information you
identified.
Your assessor will discuss these resources with you, and the criteria outlined in this form prior
to this assessment.
Uthe
Business Proposal Budget template provided at the Bounce Fitness site.
Submit the completed business proposal budget form to your assessor.

BSBESB302 47
Task 7: Draft Business Proposal

ASSESSMENT INSTRUCTIONS
This task will require you to draft a business proposal for the business idea according to the
needs of the audience whom you will present your business proposal to.
The business idea and the needs of the audience should correspond with the information
that you have identified in the workbook responses from Workplace Project Task 5.
Use your workplace/organisation’s template to complete this task.
To complete this task, you must:
Review your workbook responses from Workplace Project Task 5.
Access the budget that you established in Workplace Project Task 6.
Develop a description of your business idea that includes the following:
o Your business idea
o Business opportunity related to your business idea
o Description of the product or service that your business idea will offer. This
must include the following:
Name of the product or service that you will offer
Type of product or service that you will offer
At least one key feature of product or service
At least one selling point of your business idea
These should correspond to the description of product or service indicated
in your workbook responses from Workplace Project Task 5.
o Short summary of the budget you developed for your business idea,
including:
Total annual net income of your business idea for the first year
Total revenue of your business idea for the first year
Start-up costs required for your business idea.
These should correspond to the information indicated in your business
proposal budget from Workplace Project Task 6.

BSBESB302 48

Draft a business proposal for your business idea according to the structure and
content required by your audience.
Include the following information that you previously completed:
o Description of business idea developed for this task.
o Business Proposal Budget from Workplace Project Task 6.
Ensure that your business proposal complies to the business proposal requirements
that you identified in the workbook responses for
Workplace Project Task 5.
Your business proposal must include:
o Structure appropriate to audience needs, including:
Required parts of the business proposal
Supplementary documents, if any
o Content required according to the audience needs
Your assessor will discuss these resources with you, and the criteria outlined in this form prior
to this assessment.
Review the template you will use to complete this task. Discuss with your assessor to ensure
that the template from your workplace/organisation covers all requirements that apply to
this task.
Submit the completed business proposal to your assessor.

BSBESB302 49
Task 8: Present Business Proposal

ASSESSMENT INSTRUCTIONS
This task will require you to present the customised business proposal that you developed in
Workplace Project Task 7 to your audience and seek feedback from them on your business
proposal.
To complete this task, you must:
Review the audience and the appropriate method of presentation for them that
you identified in
Workplace Project Task 5.
Present the business proposal that you drafted in Workplace Project Task 7 to the
audience using the appropriate method of presentation.
The audience and the method of presentation should correspond with the
audience and method of presentation you identified in
Workplace Project Task 5.
Seek feedback from your audience on your business proposal.
You can ask for their feedback on the aspects of your business proposal. This can
include:
o Your business idea
o Your product or service
o Risk management systems
o Business proposal budget
o Method of presentation
The method of seeking feedback will vary according to the method of presentation
of the business proposal.
Your assessor will discuss these resources with you, and the criteria outlined in this form prior
to this assessment.

BSBESB302 50

Submit the evidence of presentation of your business proposal. Evidence must be based
on the method of presentation you identified in
Workplace Project Task 5.
Evidence can include:
Email correspondence
Copy of customised business proposal
Copy of slideshow presentation
Video/audio recording of presentation
When submitting video/audio this as evidence, ensure to inform the audience to
whom you are presenting with of the purpose of the recording before doing so.
You must also submit the evidence of feedback sought from your audience. Such
feedback must be sought after the presentation of your business proposal. Evidence must
be based on the method of presentation that you conducted for this task.
Evidence can include:
Accomplished presentation feedback form
Email correspondence
Meeting minutes
Video/audio recording of you seeking feedback from your audience
When submitting video/audio this as evidence, ensure to inform the audience
whom you are seeking feedback from of the purpose of the recording before doing
so.

BSBESB302 51
Assessment Checklist

The learner has completed the Short Answer Questions in this workbook ü
Short Answer Questions ¨
The learner has completed the Practical Assessments in this workbook and
has submitted all the required evidence:
ü
Workplace Project Assessment
Task 1: Prepare for Business Proposals
Workbook responses ¨
Workplace procedures on recording outcomes of business
proposal evaluation
¨
Workplace procedures on establishing income and expenditure
costing for business proposals
¨
Task 2: Analyse Viability of Business Ideas
At least two Viability Analysis Forms
Sources of information about key factors affecting financial viability
of each business idea
Specify evidence submitted:
¨
Workplace procedures on recording outcomes of business
proposal evaluation
¨

BSBESB302 52

Task 3: Assess Business Risks
At least two Risk Assessment Forms ¨
Task 4: Assist in Risk Management System Development
Evidence of communicating with stakeholders
Specify evidence submitted:
¨
Evidence of assisting in development of risk management systems
Specify evidence submitted:
¨
Task 5: Identify Proposal Audience and Their Needs
Workbook responses ¨
Compliance and regulatory requirements relevant to business idea
Specify evidence submitted:
¨
Task 6: Establish Business Proposal Budget
Business Proposal Budget ¨
Task 7: Draft Business Proposal
Business Proposal
Specify evidence submitted:
¨
Task 8: Present Business Proposal
Evidence of presentation
Specify evidence submitted:
¨
Evidence of feedback sought
Specify evidence submitted:
¨

BSBESB302 53
Record of Assessment

Assessment Details
Learner
Course Code
Unit of Competency BSBESB302 – Develop and present business proposals
Assessor Name
RTO
Assessment Activity Satisfactory Needs more
evidence
Short Answer Questions
Short Answer Question 1 ¨ ¨
Short Answer Question 2 ¨ ¨
Short Answer Question 3 ¨ ¨
Short Answer Question 4 ¨ ¨
Short Answer Question 5 ¨ ¨
Short Answer Question 6 ¨ ¨
Short Answer Question 7 ¨ ¨
Short Answer Question 8 ¨ ¨
Workplace Project Assessment
Task 1: Prepare for Business Proposals ¨ ¨
Task 2: Analyse Viability of Business Ideas ¨ ¨
Task 3: Assess Business Risks ¨ ¨
Task 4: Assist in Risk Management System Development ¨ ¨
Task 5: Identify Proposal Audience and Their Needs ¨ ¨

BSBESB302 54

Task 6: Establish Business Proposal Budget ¨ ¨
Task 7: Draft Business Proposal ¨ ¨
Task 8: Present Business Proposal ¨ ¨

 

Assessor’s Comments
Remarks/feedback
Details of further evidence required

 

Please tick the appropriate box. Yes No
Comments and further action required are noted in the Learner
Assessment Pack
¨ ¨
Results discussed and agreed to by the learner
You have the right to appeal the outcome of your assessment.
¨ ¨
The Learner is ¨ Competent
¨ Not Yet
Competent
Assessor’s signature Date signed
I further confirm that I have verified the learner’s submissions by contacting the learner’s
supervisor and/or observer whose names appear in the Supervisor/Observer Verification Log
above.
After reassessment, the Learner is: ¨ Competent ¨ Not Yet
Competent

BSBESB302 55

Assessor’s signature Date signed

End of Document