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Assessment Tool Manage Business Document Design and Development

Version 5.0



Table of Contents
PRE-ASSESSMENT CHECKLIST 2
ASSESSMENT SUBMISSION SHEET 2
ASSESSMENT INFORMATION 2
BUSINESS SCENARIO 2
ASSESSMENT ACTIVITY 1 DESIGN AND DEVELOP SALES REPORT TEMPLATE 2
ASSESSMENT ACTIVITY 2: DESIGN AND DEVELOP A TRAINING MANUAL 2
ASSESSMENT ACTIVITY 3 – STAFF TRAINING 2
TRAINING SESSION CHECKLIST 2
ASSESSMENT ACTIVITY 4: CONTINUOUS IMPROVEMENT 2
ASSESSOR MARKING AND FEEDBACK FORM: ASSESSMENT ACTIVITIES 2


Assessment Submission Sheet
Course Title Course Code
Unit Title Unit Code
Version Created on
Please read and sign this assessment coversheet and submit it together with your assessmentto your Assessor by the due date.
Student Name StudentID
Assessor Date Due
Declaration I affirm that all work submitted in this assessment is my own work and does not involve plagiarism or teamwork other than that authorised for any particular assessment activity. I have been explained and understood the serious consequences in case this work is found plagiarised.
Student Signature: Date Signed: ____/____/____
Assessor Use Only
First Submission Date Re-submission Date Re-assessment Date
0S
0NYS
___/___/____ 0S
0NYS
___/___/____ 0S
0NYS
___/___/____
Feedback: Trainer/Assessor’s Comments:
I hereby confirm that I have been given feedback from the Assessor and I agree with the assessment outcome.
Student Signature Assessor Signature Date ___/___/______
Student Feedback on Assessment: Would you like to make any comments about this assessment?

Assessment Receipt
Student Name Student ID
Course Code & Title Extension Granted Yes ? No ?
Unit Code& Title Date Received ___/___/____
First Submission ? Re-submission ? Re-assessment ? Received by
Pre-assessment Checklist
Candidate’s name:
Units of competency:
Trainer/Assessor:
Date:
Checklist Comments
•Talked to the candidate about the purpose of the assessment.
•Discussed the assessment environment and the process covering whenthe assessment will occur, wherethe assessment will occur,whowill assess the candidate, and the feedback process.
•Printed the unit outline and explained the unit of competency including each element, performance criteria, foundation skill, performance evidence, and knowledge evidence that the candidate will be assessed on.
•Discussed the various methods of assessment, assessment instruments, submission requirements and the due date.
•Discussed what resources are required to successfully complete this assessment.
•Discussed what performance level is required for each assessment task.
•Organised the necessary arrangements to meet the assessment conditions essential for the candidate to carry out each assessment task.
•Ensured that the candidate read and understood the Student Assessment Handbook involving following concepts:
• authenticity of candidate’s work
• re-submission, re-assessment and study plan policy/procedures
• appeals process
• regulatory information
• confidentiality procedures
•Discussed special needs (if any)of the candidate and made the necessary arrangements.
•Summarised information and allowed candidate to ask questions.

Assessment Information
This assessment tool is designed to gather evidence on your knowledge as well as abilities on how 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. Also, it collects evidence on key foundation skills outlined in unit of competency details. Your Trainer/Assessor will go through the unit of competency at the very beginning of this unit explaining each element, performance criteria, foundation skill, performance evidence, and knowledge evidence that you will be assessed on via this assessment tool. You can find more information at:
https://training.gov.au/Training/Details/BSBADM506.
This assessment has four parts:
Assessment Activity 1: Design and Develop Sales Report Template
You will develop a template based on the requirements provided and automate it by recording a series of macros, where the document must comply with the rules set out in the organisational Style Guide.
Assessment Activity 2: Design and Develop a Training Manual
You will create a training manual based on the template created in Assessment Activity 1. The Manual will be created based on the requirements outlined in the activity and conform to the rules set out in the organisational Style Guide.
Assessment Activity 3: Staff Training
You will provide a 10-15 minutes training to the class on how to use the template which was developed earlier.
Assessment Activity 4: Continuous Improvement
Based on a scenario, you will implement improvements in accordance with organisational procedures.
Your Trainer/Assessor will provide you the following sources prior undertaking this assessment:
Coffee House
Style Guide Organisational Style Guide which sets standards for document design and production.

2014 Coffee Sales.csv A comma separated values (CSV) file which contains data that represents the amount of sales for each type of coffee bean sold in 2014.

2015 Coffee Sales.csv A CSV file which contains data that represents the amount of sales for each type of coffee bean sold in 2015.

Coffee House Cover Coffee House logo with [1485 px x 2100 px] dimensions, 300 pixels per inch and 300 dpi settings.

Coffee House Header Coffee House logo with [472 px x 472 px] dimensions and 300 pixels per inch settings.
Submission Checklist is provided to you after the assessment activities as a tool to ensure that you are not missing any document in your submission.
Remember! Your Trainer/Assessor is your best source of help. If you have any special needs, make sure you check with your Trainer/Assessor in advance of undertaking this assessment.

Business Scenario
Sales Report Template
Coffee House is an Australian coffee company and coffeehouse chain based in Sydney, NSW. Coffee House is one of the largest coffee house companies in the world with 2,861 stores in 12 countries.
Coffee House specialises in selling superior coffee beans which are sourced from world’s top quality coffee producers, including El Salvador, Colombia, Kenya, Indonesia, Guatemala, Panama, Brazil, Puerto Rico, and Hawaii. The company has its own coffee roaster facilities which are equipped with in-house roasting equipment.
Coffee House also sells espresso machines and accessories which are used to brew espresso from coffee capsules. The company manufactures both machines and capsules that can be purchased through a number of online stores and supermarkets.
It was reported in the previous sales meeting that the Sales Team has been having issues with analysing the sales data for the years 2014 and 2015. The company is currently selling nine different coffee beans and the Sales Team needs to have quarterly statistical reports to keep track of the sales performance of each product.
The Team needs a template which automates the process and does the following:
• import 2014 Sales Quantity Data from a CSV file for comparison
• import 2015 Sales Quantity Data from a CSV file for comparison
• perform a change analysis for each quarter
• calculate the percentage change for each quarter
• create a chart that shows the percentage change along with the change in quantity for Quarter 3
• print the report that shows all figures and the chart.
You are working as the Document Management Specialist and have been informed by the Sales Manager that the Sales Team doesn’t have any skills to create a template which automates the tasks listed above. Therefore, a training session will be required to ensure that the Sales Team is able to use the template to suit their needs.

Assessment Activity 1 Design and Develop Sales Report Template
In this activity, you are required to develop a Sales Report template for the Coffee House Sales Team in accordance with the requirements provided. You must familiarise yourself with the Coffee House Style Guide.
Sales Report Template General Requirements
The template must:
• conform to the standards and legislative requirements outlined in the Coffee House Style Guide
• be prepared in Microsoft Excel (2010 onwards)
• have a professional outlook reflecting the company’s organizational image
• perform the following through the use of macro controls (buttons):
­ import 2014 Coffee Sales.csv
­ import 2015 Coffee Sales.csv
­ undertake a change analysis calculating:
? the change in quantity for each quarter
? the percentage change for each quarter
­ save the output in PDF format
­ clear template after use
Your template must have a separate macro control for each requirement listed here.
• display an appropriate chart illustrating the quantity of change and percentage of change for Quarter 3
• be saved in a macro file format, named properly, stored in Drop box, and shared with your Trainer/Assessor
• Work without any issues.
Sales Report Template Specific Design Requirements
The design of the template must include the following:
Header Company Logo ? placed on top-left
Title ? placed on top-middle with appropriate font size
Footer Author Full Name ? placed on bottom-left
Date of creation ? placed on bottom-middle
Page x of y ? placed on bottom-right
Print Layout appropriate orientation must be selected to ensure document readability
Gridlines no gridlines to be shown either in the softcopy or hardcopy printed version
Macro Controls must be laid out logically, prominent and sized suitably
Chart • must clearly display the content, be aligned properly and easily seen
• coffee products must be shown in a different darker color than percentage change
• must not have gridlines
• secondary axis must be shown in ‘dash type’ with 3 pt width and an appropriate Size 5 built-in marker option
Data • percentage must not show any decimals
• content is center-aligned
• must be clearly tabled and formatted
Change Analysis must conform to the following pattern:
Product Qtr 1 % Change Qtr 2 % Change Qtr 3 % Change Qtr 4 % Change

Paper Design Prototype
Your Sales Manager has given you the following paper design prototype to give you an idea of what they need:

You must submit the following to your Trainer/Assessor:
• the Sales Report Template (empty, hardcopy print)
• the Sales Report Template (complete with content, hardcopy print)
• VBA code for the following:
­ importing 2014 Coffee Sales.csv
­ importing 2015 Coffee Sales.csv
­ undertaking the change analysis
­ saving the output in PDF format
­ clearing the template after use
You must submit the Sales Report Template and be deemed satisfactory with Assessment Activity 1, prior to developing the Training Manual in Assessment Activity 2.
Assessment Activity 2: Design and Develop a Training Manual
In this activity, you are required to develop a Training Manual for the Sales Team members which provides step-by-steps instructions on how to use the Sales Report template. Requirements are provided.
Training Manual General Requirements
The manual must:
• conform to the standards and legislative requirements outlined in the Coffee House Style Guide
• be prepared in Microsoft Word (2010 onwards)
• have a professional and consistent outlook reflecting the company’s organizational image
• be specifically designed for the Sales Team considering their skills and previous work experience
• be easy to read
• provide each functionality in the template providing easy to follow instructions
• have an attractive and formal appearance
• Be saved in an appropriate file format, named using a clear naming convention, stored in Drop box, and shared with your Trainer/Assessor.
Training Manual Specific Document Requirements
The design of the template must include the following:
Cover Page • placed at the very beginning of the Manual
• include:
­ organizational logo (300 dpi, no distortion, center-aligned)
­ document title (‘Training Manual’, 36 pt., Bold, center-aligned)
­ document subtitle (‘The Sales Report Template’, 22 pt., center-aligned)
­ version number (16 pt., center-aligned)
­ date (16 pt., center-aligned)
• no page number to be shown
Table of Contents
(TOC) • placed after the Cover Page
• show all heading levels in the Manual
• no page number to be shown
• no header and footer to be shown
Version Control • placed after the Table of Contents
• shown as standalone in a page – no other content to be included in the page
• must have the same structure in the Coffee House Style Guide(pg. 1)
Introduction page What the manual is about? How to use the Manual? For whom the Manual is created for?
Reference list • placed at the very end of the Manual
• include all in-text citations
Header Company Logo ? placed on top-left on all pages except the Cover Pager and TOC
.
.
Footer Document Title version # Date of creation Page x of y
placed on bottom-left placed on bottom-middle placed on bottom-right
Print Layout appropriate orientation must be selected to ensure document readability
Illustrations to provide clear guidance on step-by-step instructions and enhance understanding
Headings and Subheadings to separate sections
Printing and Finishing • no landscape oriented pages for printing purposes
• colour print
• spiral binding

Assessment Activity 3 – Staff Training
In this activity, you are required to provide a 10-15 minutes training to the Sales Team on the use of the Sales Report Template.
Pre-training
Your Trainer/Assessor will form a group of three-four students as the members of the Sales Team. Your Trainer/Assessor will be role-playing the Sales Manager.
Your Trainer/Assessor will advise you the date, time, and location of the training session.
You must perform the following prior undertaking this assessment activity:
• familiarize yourself with the Training Session Checklist
• prepare the following content:
­ Excel template to be used during the training for demonstration purposes
­ one printed copy of the Training Manual to be shown to the Sales Team to collect feedback
• Set up the environment including the workstation, projector, speakers (if required), lights, etc.
• arrange any special needs in consultation with your Trainer/Assessor
During the Training
Your Trainer/Assessor will be observing you throughout the training session and assessing you based on the criteria outlined in the Training Session Checklist provided.
You must cover the following in your training agenda:
• how to load the 2015 sales data
• how to load the 2014 sales data
• how to conduct a change analysis
• how the chart works and how it is linked to the change analysis table
• how to export the report in PDF format
• how to refresh the template for future use
• how the macro works and populates the template
• monitor the use of the template by the audience ensuring their understanding until they can produce the required outcome
• sources of expertise (minimum three) available externally to the Sales Team on document production.
You must demonstrate all of the criteria in the checklist to be deemed satisfactory.
After the Training
You must collect the print copy of your Training Manual from the participants. You must collect feedback on your Sales Report Template and Training Manual from the Sales Team and the Sales Manager addressing:
• the quality of the documents
• the functionality of the documents
• what to improve in the documents
• how to improve the documents.
Amend the documents as suggested. Submit the finalised hard-copy master files to your Trainer/Assessor. Also, store the soft-copy master files to Drop box and share with your Trainer/Assessor.

Training Session Checklist
Assessor Use Only
Assessors please tick if the evidence supplied is enough to demonstrate satisfactory performance. Also, writecomments on the quality of this evidence.
Did the candidate demonstrate the following: Yes No
Preparation arranged the Training Manual and Excel template prior training • •
checked all essential equipment needed to carry out the training session • •
prepared a well-structured training agenda having logical flow of events • •
arranged demonstration area so that the audience is able to see each step clearly during the training session • •
Delivery provided the audience sufficient information on how to use the Sales Report Template • •
used an acceptable volume, tone and pitch • •
adjusted the mode of delivery in accordance with the audience’s level of skills and understanding • •
clearly explained each template element and used an appropriate training style • •
allocated time for Question/Answer session • •
Engagement encouraged audience to raise questions • •
reinforced own knowledge and skills through making the training session a two-way dialogue • •
responded well to targeted questions from the audience • •
treated the audience with respect, courtesy and sensitivity • •
monitored the use of template by the audience until they can produce the required outcome • •
The candidate’s performance was: • Not satisfactory • Satisfactory
Feedback to candidate:

Assessment Activity 4: Continuous Improvement
The Document Manager has been reported that the Training Manual for the Sales Report Template has been inappropriately altered by unauthorised staff in the company.
A new organisational procedure for document control has been formulated, as follows:
“All viewers must be restricted to make any changes to softcopy training materials. Only the Document Manager or the Document Management Specialist is authorised to make changes to soft-copy training materials. ”
You are required to ensure that the Training Manual is protected from unintentional editing.
In this activity, you are required to:
• using a word processor, document the steps on how to protect the Training Manual from unintentional editing
­ you must ensure to outline all the steps required
­ you must outline the entire process in a logical order
­ the steps outlined must be easy-to-understand and easy-to-follow
­ you must use screenshots to support reader understanding
• protect the Training Manual restricting editing from unintentional editing ensuring no regions can be edited
• update the Version Control accordingly
• save the file in an appropriate file format, name using a clear naming convention, store in Drop box, and share with your Trainer/Assessor.

Assessor Marking and Feedback Form: Assessment Activities
Assessor Use Only
Assessors please tick if the evidence supplied is enough to demonstrate satisfactory performance. Also, write comments on the quality of this evidence.
Assessment Task S NYS Comments
Assessment Activity 1 Design and Develop Sales Report Template
Sales Report Template
Assessment Activity 2: Design and Develop a Training Manual
Training Manual
Assessment Activity 4: Continuous Improvement
Whole Activity
Final Result: S / NYS Final Comments:
Date: Assessor Initials:

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