BSBADM506 Assessment Task 2.docxAssessment Coversheet Student Name: Eaklal Sharma Unit of...

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BSBADM506 Assessment Task 2.docxAssessment Coversheet  	Student Name: 	Eaklal Sharma 	Unit of Competency Code: 	BSBADM506 	Unit of Competency Name: 	Manage business document design and development 	Trainer/Assessor Name: 	Jasleen Bajwa |_|	I understand that I can keep a copy of all assessment tasks submitted. |_|	I confirm that the attached assessment task is my own work and that I have adequately referenced any sources of information used. |_|	I have not colluded with another student or person in the production of this assessment. |_|	I have not allowed another student to use or copy the work attached without the consent of my Trainer/Assessor. |_|	I give consent for Skills Australia to conduct any checks against my assessment for evidence of plagiarism or collusion. |_|	I understand that by providing a false declaration on this form, I may be in breach of Skills Australia’s policies and procedures and my enrolment may be at risk of being suspended or cancelled. I confirm that I have read, understood and completed the Assessment Cover Sheet and am ready to undertake the assessment. 	Student Signature: 	 	Date: 	09/13/2020 **Please ensure that you have ticked  all boxes, signed above to confirm that you have read, understood and completed this form BEFORE submitting your assessment** 	 	 	Document Name: BSBADM506 Assessment Task 2 	RTO Code: 52010 	CRICOS Code: 03548F        	Version: 1.2  	Approved on: 06 Aug 2020 	Review Date: 06 Aug 2021 	Page 1 of 53 	 	Practical Assessment Instructions 	Unit of Competency Code: 	BSBADM506 	Unit of Competency Name: 	Manage business document design and development The Student is required to undertake a series of tasks in a simulated workplace environment. These tasks are to be undertaken with the same performance expectations and to the same standard as if the student were employed in the workplace. The tasks must be stopped immediately by the Trainer/Assessor if he/she believes an unsafe act is to occur. Practical Assessment Tasks The practical assessment assesses how well you understand and follow procedures managing business document design and development. 1. The Trainer/Assessor will give you further instructions 2. The Trainer/Assessor may stop the assessment to ask questions 3. Reasonable adjustment will be made should the Trainer/Assessor deem it necessary 4. You may be working in a team, but you will be assessed as an individual 5. You cannot use any references, books or course notes 6. You must show competence in all tasks and activities. If you do not, you will be assessed as ‘not satisfactory’ 7. You should finish the assessment in the stipulated time. If it takes you longer than this, the extra time will be taken into account when your overall competency is assessed 8. If you are assessed as being “Not Satisfactory”, you will be provided oral and written feedback on areas needing improvement. Your Trainer/Assessor will guide you about re-assessment conditions related to the assessments 9. The “Complaints and Appeals Process”: should you wish to appeal an assessment decision, you should refer to the “Complaints and Appeals” Policy. It is available on Skills Australia’s website. Practical Assessment 	Instructions: Wherever possible, this assessment must be completed in your own workplace, including the gathering of evidence. Where a current workplace is not available, you must conduct your practical assessment in an environment where conditions are typical of those experienced in a workplace. Use the simulated business, Bounce Fitness  to complete the simulated workplace assessments. If you are currently in a workplace, you are strongly encouraged to complete the tasks using the Workplace assessment.  If you don’t have access to a suitable workplace, then you must complete the tasks using the Simulated Workplace assessment. The work environment must provide you with access to all the resources outlined below. Ensure that you discuss the best pathway for completion with your Assessor before commencing.  	Simulated Workplace Assessment 	Instructions written in orange and white boxes such as this only apply to Students who do not have current access to a real workplace.  If you are doing a Simulated Workplace assessment, follow the instructions provided for you in boxes such as this with the icon on the left. 	Instructions appearing in grey boxes such as this must be completed by all Students regardless of the assessment pathway. orkplace Supervisor Instructions 	Workplace Supervisor/Observer Instructions 	Dear Workplace Supervisor/Observer, Thank you for allowing the Student to complete this project in your workplace. This project requires the Student to establish standards for the design and production of organisational documents and to manage document design and production processes to ensure agreed standards are met.  The Student will discuss with you the requirements they must complete and the resources they need to access in your workplace for this project. Your Role as the Student’s Supervisor/Observer There are activities in this project that will require your involvement. Your involvement will include: · Providing the Student access to the resources required for this project.  · Being involved in the activities included in this project, including observing the Student as they complete these activities, signing the Student’s submissions, providing feedback on the Student’s performance, and providing guidance to the Student as they complete these activities in the workplace. · Testifying that the Student has completed these activities in accordance with the workplace standards, policies, and procedures, and in accordance with the requirements of this project. · Being contacted by the Student’s training provider through a phone call or email to further verify that the Student has completed the activities included in this project to a satisfactory level and to verify the authenticity of the Student’s document submissions.  Discuss any queries about the project and associated requirements with the Student. If the Student cannot answer your questions about the project, please contact the Student’s Assessor/training provider. 	Practical Assessments begin on the next page.	 Part I. Establishing Documentation Standards  	Overview 	This part of the project will require you to establish documentation standards. Specifically, you will be required to: · Identify your organisation’s requirements for information entry, storage, output, and quality of document design and production · Evaluate your organisation’s present and future information technology capability  · Identify types of documents used and required by your organisation · Establish documentation standards and design tasks for organisational documents  Resources Required: To complete this project, you will need access to the following: · A workplace that will allow you access to: · Workplace documentation including: · Data about your workplace’s information technology capability · Information about your workplace’s current standards and design tasks for organisational documents · Your workplace’s information, budget, and technology requirements · People, including: · Your Workplace Supervisor 	Supplementary Resources for Simulated Workplace Assessment · Computer with Internet and email access · One (1) volunteer to assume the role of your Workplace Supervisor Templates required to complete this project are provided within this workbook. 	Case Study Overview 	 	If you are doing a Simulated Workplace assessment, access the links below to view the information required for you to complete this project. Document Production Specialist  1.1 Evaluating IT Capabilities 	Part 1 Task 1 Evaluating IT Capabilities 	1. Locate and access the IT Capability Evaluation Form on the pages that follow.  This template will be used to evaluate the current IT capability relevant to document design and production in your organisation. Fill out the form by following the steps below.  2. Identify two (2) types of workplace documentation that are relevant to your role in your organisation. These may include but are not limited to documentation developed on the following software packages:  · Database/s · Spreadsheets · Word processing 3. Identify your organisation’s requirements for the following: · Information entry and storage · Quality of document design  · Production quality The documents you access can include but are not limited to:  · Style guides · Document templates · Policies and procedures relevant to document production 4. Access organisational records that outline the information technology capacity relevant to document design and production. These must include documents that list the organisation’s: · Current IT capability · Future plans to improve IT capability You may have to request for authorisation to access such documents, e.g. databases or spreadsheets. 	5. Considering the workplace documentation that you will need to develop, evaluate the IT capabilities of your organisation.  Consider whether the technology currently available in your organisation will adequately assist you in creating workplace documentation relevant to your role.  Use the ratings in the IT Capability Evaluation Form to evaluate: · The current IT capability of your workplace in terms of its impact on document design and production · The future IT capability of your workplace in terms of its impact on document design and production Record your recommended actions in the form provided.  6. Write specific descriptions of how each requirement outlined in the IT Capability Evaluation Form is met. Include other details relevant to the IT capability outlined in the requirements in the comments section. 7. Have your Workplace Supervisor approve your evaluation by affixing their signature at the end of the IT Capability Evaluation Form. Their signature must be handwritten. 8. Submit the completed copy of IT Capability Evaluation Form to your Assessor. 	Simulated Workplace Assessment  	 	If you are doing a Simulated Workplace assessment, access the links below to view the documents to be used as reference in completing your task:  Documentation and Design Standards Evaluating Information Technology Capabilities  Submit the completed IT Capability Evaluation Form to your Assessor. They will complete the Supervisor Declaration.            	 	 	Document Name: BSBADM506 Assessment Task 2 	RTO Code: 52010 	CRICOS Code: 03548F        	Version: 1.2  	Approved on: 06 Aug 2020 	Review Date: 06 Aug 2021 	Page 4 of 53 	 	IT Capability Evaluation Form 	Current IT Capability       	Types of Document: 	1) 	      	2) 	      	Requirement 	Organisational Requirements 	Information entry 	1) 	      	2) 	      	Information storage 	1) 	      	2) 	      	Information output 	1) 	      	2) 	      	Design quality 	1) 	      	2)       	 	Production quality 	1) 	      	2)       	 	Document 1 	Requirement 	Ratings Circle the rating that applies to your assessment of the template.  	Comment 	Relevance of Technology to Documentation Developed 	Fully       	Substantially       	Not at All       	      	Relative Cost 	Significantly low       	Average       	Significantly high       	      	Technical Performance 	Substantial improvement       	Marginal improvement       	No improvement       	      	Results Circle the result that applies to your assessment of the template. 	Modifications Required 	      	      	      	Recommendation: 	      	Supervisor/Observer Comment:       	 	Document 2 	Requirement 	Ratings Circle the rating that applies to your assessment of the template.  	Comment 	Relevance of Technology to Documentation Developed 	Fully       	Substantially       	Not at All       	      	Relative Cost 	Significantly low       	Average       	Significantly high       	      	Technical Performance 	Substantial improvement       	Marginal improvement       	No improvement       	      	Results Circle the result that applies to your assessment of the template. 	Modifications Required 	      	      	      	Recommendation:       	 	Supervisor/Observer Comment:       	 	Future IT Capability 	Document 1 	Requirement 	Ratings Circle the rating that applies to your assessment of the template.  	Comment 	Relevance of Technology to Documentation Developed

Hartirath · Accepted Answer

BSBADM506 MANAGE BUSINESS DOCUMENT DESIGN AND DEVELOPMENT
PART A- QUESTIONS
Answer 1.
1). A need for information input:
The organization might have expected data entry needs, which might include the use of word processing packages, correctness and speed of data entry, and online data entry.
2) Two requirements for file naming or storage:
There will be need for storing information as well as file naming; such as
• Use a central database;
• Use network databases;
• Use version control;
• Use data safety or access procedures.
3) Two need for the quality or output of document design moreover production:
If the key user cannot use the template or understand the completed document, the degree of completion of the document strategy does not matter. Therefore, it’s significant that we study the audience or determine their limitations and skills. Some documents we produce should reflect this understanding. We might have to explain two stages separately:
• People who plan to use templates to build documents
• Their readers
4A compliance need:
The production or design standards are as follows:
1. Corporate brand (color scheme)
2. Company logo
3. The business color scheme
4. Establish procedures and guidelines for document production
5. Disclaimer
6. Content limitations and copyright notice
7. Approved template (appearance)
We should consider whether we are using Intranet and other forms of online distribution. We might be printing indoors and commercially. Maybe we plan to distribute via CD or video? The distribution technique might directly affect the way we design documents.
Answer 2. 
Many different technologies and software applications can be used to generate the required documentation. They can be Microsoft excel, Microsoft and Microsoftaccess. These will provide us with the technology to produce spreadsheets, databases and Word documents. After completing these steps, we can use many different types of e-mail and Internet programs to send them to the right people. A large number of documents are generated in any business organization. There are specific organizational and legal requirements when generating business documents. It may be necessary to include details of the specific processes and distribution methods performed by the organization. 
Standards will have to be maintained when producing these documents:
· Memos
·  Emails
· Letters
· Order forms
· Reports
· Invoices
· Cash flow reports
· Income tax documents
· Meeting agenda 0r minutes
· Business promotions.
The company may hire data entry experts and use much software to organize basic information. We must ensure that the data is accurate, clear and displayed in an appropriate format. It is generally recommended to use simple language. However, we may have to explain professional business terms. We should maintain consistency in expression and maintain high values of punctuation and grammar. You may want employees to follow the conventions outlined in the style and format guide.
We must focus on the following aspects:
· Text readability or readability
· Use tables, charts moreover other visual factors
· Use color
· Include title
· Distinguish specific information parts
· File format
· Contains contact information.
Answer 3.
Primary forms of documentation required by the organisation:
· Business plans-they should contain business objectives and highlight the strategic vision. We may provide an overview of marketing methods and information about the company’s expected financial performance
· Business strategy-the business may develop various strategies. They may cover everything from health and safety in the workplace to data management. These policies may be distributed to employees and uploaded on the website to ensure public peace of mind
· Email – The vast majority of companies use email as a direct contact method with employees, customers and other key stakeholders. They may contain important business information and are attached to documents. We may also be eager to use the power of email marketing
· Memo-If we want to keep the organization information private, it is recommended to send a memo. They are usually short and contain specific details of business processes and procedures
· Correspondence-Although communication technology continues to evolve, sending business letters is still common. They are usually written in a formal style. The recipients include customers, business partners and financiers. It’s important to follow alphabetical writing conventions
Other forms of documentation include:
· Meeting agenda-The meeting agenda should include the schedule and any topics that must be addressed. It should be distributed to everyone who will attend
· Minutes of meetings-Minutes of meetings should highlight all the details discussed and agreed points of action. They should detail who will attend the meeting and the timing of any important speeches and agreements
· Press releases-we may wish to write press releases about key business developments. They may emphasize the expected release of new products, or major events related to the organization. We can send press releases to newspapers and magazines or distribute online
· Project proposal-we should list the reasons for making strategic decisions and main business goals in the project proposal. They may contain detailed information on expected financial performance and measures to be taken to limit the negative effects of specific measures
· Manuals – attractive manuals can be distributed to increase customer interest in products and services. We may present them to people who visit business premises or distribute them to potential customers. You can hire a graphic designer to increase the influence of the brochure
· Presentations-There are a variety of computer programs that can be used to develop interesting and visually exciting presentations. We may use them as a way of summarizing information during business meetings. You can also choose to print slides to circulate within the organization
· Technical and user documentation – It may be necessary to outline information about key business processes and procedures in technical manuals and user guides. When making such documents, we should consider the knowledge of the audience.
Answer 4.	
	Software
	Document Examples
	Information requirement
	Technology requirements
	Budget Requirement
	Word
	Letterhead
Mailmerge letter
Agenda
Minutesof Meeting
Report
Flyer for promotion
Newsletter for employees
Brochure for promotion
	Business logo is to appear on each documents
Prescribed font styles and formatting
Formatted text
	Auto Text
Templates
Macros
Margins
Styles
Fill-in/Date fields
Bullets/numbering
Form fields
Tables
Headers/Footers
Print layout
	Decreased cost & improved efficiency
	Publisher
	Flyer for advertising
Business Cards
Newsletter for staff
Brochure for promotion
	Business logo on all documents
Professional design or theme
Fill-in area
Formatted text
Table of contents
	Templates
Master layout
Macros
Margins
Headers/Footers
Format; fonts
Bullets/numbering
Print/Page layout
Word-art
	Analyse the expected benefits, in light of financial availability
	Documentation standards 
	Means of achievement 
	Documents suited to user needs 
	Research the audience and conduct usability testing
	Inclusion of applicable or understandable information 
	Ensure consistency of high-level organization and information presentation. Use appropriate indexing methods and highlight key details
	Decreased cost and improved efficiency 
	Ensuring information accessibility and clarity
	Technical accuracy 
	Seek technical feedback and conduct usability testing
	Standards of grammar and style 
	Use checklists, style guides and templates to include information
	Means of saving and storing 
	Use the appropriate file name and format. Ensure documents are stored securely for access by key personnel when needed
These standards should consider:
· Document production and management
· Style and grammatical elements
· Document design and format
· Access to information
· Record comments and updates.
It may be necessary to update style guides and instructions related to specific documents. We should also consider investing in documentation software to update and maintain records related to business use.
Answer 5.
We have explained that there are many options for business documents. However, such decisions will largely depend on what you want to achieve and who you communicate with. You can send an invoice to prompt quick payment. E-mails may be sent to remind your employees that they should perform specific tasks. You can save a lot of time by creating templates and guidelines for completing these documents. The business template outlines the details that employees, customers, suppliers, and other business partners must fill in. The original master template cannot be overwritten. They can be used to maintain consistency when gathering information and simplifying business processes.
Readability
All aspects of readability should be considered when generating document templates. We should consider the issues and concerns that will be raised and include the text accordingly. We also encourage us to break any text boxes and add titles to increase understanding. The reader should be able to scan the document and find the parts of particular interest. It is also recommended to keep sentences and paragraphs appropriately short. Be careful when choosing font type and size. If we have any questions, it is worth using online tools, such as a readability calculator.
Appearance
If we want to make a positive impression, it is important to consider the appearance of the document template. We may worry about the location of the basic elements of the corporate logo and text. Changes in the layout and text characteristics of the document box will also have an impact on the perception of the document. Fortunately, when using programs such as Microsoft Word and PowerPoint, we can use various visual enhancement tools. You can use color to make the document more attractive and highlight key parts of the text. Consider the details we want to include in the header and footer. Design documents for best usability.
Proper page alignment and size-We may have to use specific page margins and place the text box in a defined area. The use of portrait or landscape pages may be considered appropriate
use of color-we should consider the way of color balance and contrast in the document. The format of the file will also affect the color.
Additional layout considerations:
Arrangement of text elements – we will have to decide how to order information and display it on the page
Use of headings and text highlighting – when using headings, we can break down the information and draw people’s attention to key elements
Use the layout grid-we can use the layout grid to organize the information on the page and ensure that it follows a logical order
Contains white space-contains unique spaces, it is essential to destroy the document and improve readability
Use of text boxes and borders-Clearing text boxes and borders can create separation between different parts of the text.
Answer 7.
We can test the template in the following ways:
Focus group-This will involve distributing templates among a group of employees or customers. They will be asked to suggest possible improvements.
One-on-one interviews-when conducting personal surveys, people may be ready to thoroughly explain their thoughts. They can elaborate on why they like or dislike business templates. However, it is important not to ask leading questions.
Survey – We can distribute digital or paper-based templates and then ask the recipient to complete the survey based on their experience.
Usability testing-Before usability testing, we should set clear expectations for the completion of the business template. Participants will be asked to complete the template, we should consider an easy-to-understand process and complete the set tasks. The results should be recorded to identify potential improvements.
After the template test is completed, the organization can consider different success criteria. However, the main issue will be the speed and accuracy of completion. We may also be interested in finding out what the testers think of templates. The amount of customer feedback can overwhelm us. However, we should consider the trends and problems that many people have discovered. Suggest that we implement any reasonable suggestions for improvement and make it clear that we have taken feedback into account.
Answer 8.
A business report is a type of document that will be responsible for design and production within the organization.

Assessment Coversheet Student Name: Eaklal Sharma Unit of Competency Code: BSBADM506 Unit of Competency Name: Manage business document design and development Trainer/Assessor Name: Jasleen Bajwa |_|I...

Answer To: Assessment Coversheet Student Name: Eaklal Sharma Unit of Competency Code: BSBADM506 Unit of...

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