BSBADM506
Manage business document design and
development
ASSESSMENT

ASSESSMENT INFORMATION FOR
STUDENTS
Throughout your training we are committed to your learning by providing a training and assessment framework that ensures the knowledge gained through training is translated into practical on the job improvements.
You are going to be assessed for:
· Your skills and knowledge using written and observation activities that apply to the workplace.
· Your ability to apply your learning.
· Your ability to recognise common principles and actively use these on the job.
All of your assessment and training is provided as a positive learning tool. Your assessor will guide your learning and provide feedback on your responses to the assessment materials until you have been deemed competent in this unit.
HOW YOU WILL BE ASSESSED
The process we follow is known as competency-based assessment. This means that evidence of your current skills and knowledge will be measured against national standards of best practice, not against the learning you have undertaken either recently or in the past. Some of the assessment will be concerned with how you apply your skills and knowledge in the workplace, and some in the training room as required by each unit.
The assessment tasks have been designed to enable you to demonstrate the required skills and knowledge and produce the critical evidence to successfully demonstrate competency at the required standard.
Your assessor will ensure that you are ready for assessment and will explain the assessment process. Your assessment tasks will outline the evidence to be collected and how it will be collected, for example; a written activity, case study, or demonstration and observation.
The assessor will also have determined if you have any special needs to be considered during assessment. Changes can be made to the way assessment is undertaken to account for special needs and this is called making Reasonable Adjustment.
What happens if your result is ‘Not Yet Competent’ for one or more assessment tasks?
Our assessment process is designed to answer the question “has the desired learning outcome been achieved yet?” If the answer is “Not yet”, then we work with you to see how we can get there.
In the case that one or more of your assessments has been marked ‘NYC’, your trainer will provide you with the necessary feedback and guidance, in order for you to resubmit your responses.

What if you disagree on the assessment outcome?
You can appeal against a decision made in regards to your assessment. An appeal should only be made if you have been assessed as ‘Not Yet Competent’ against a specific unit and you feel you have sufficient grounds to believe that you are entitled to be assessed as competent. You must be able to adequately demonstrate that you have the skills and experience to be able to meet the requirements of units you are appealing the assessment of.
Your trainer will outline the appeals process, which is available to the student. You can request a form to make an appeal and submit it to your trainer, the course coordinator, or the administration officer. The RTO will examine the appeal and you will be advised of the outcome within 14 days. Any additional information you wish to provide may be attached to the appeal form.
What if I believe I am already competent before training?
If you believe you already have the knowledge and skills to be able to demonstrate competence in this unit, speak with your trainer, as you may be able to apply for Recognition of Prior Learning (RPL).
Assessor Responsibilities
Assessors need to be aware of their responsibilities and carry them out appropriately. To do this they need to:
· Ensure that participants are assessed fairly based on the outcome of the language, literacy and numeracy review completed at enrolment.
· Ensure that all documentation is signed by the student, trainer, workplace supervisor and assessor when units and certificates are complete, to ensure that there is no follow-up required from an administration perspective.
· Ensure that their own qualifications are current.
· When required, request the manager or supervisor to determine that the student is ‘satisfactorily’ demonstrating the requirements for each unit. ‘Satisfactorily’ means consistently meeting the standard expected from an experienced operator.
· When required, ensure supervisors and students sign off on third party assessment forms or third party report.
· Follow the recommendations from moderation and validation meetings. How should I format my assessments?
Your assessments should be typed in a 11 or 12 size font for ease of reading. You must include a footer on each page with the student name, unit code and date. Your assessment needs to be submitted as a hardcopy or electronic copy as requested by your trainer.

How long should my answers be?
The length of your answers will be guided by the description in each assessment, for example:
Type of Answer Answer Guidelines
Short Answer 4 typed lines = 50 words, or
5 lines of handwritten text
Long Answer 8 typed lines = 100 words, or
10 lines of handwritten text = 1/3of a foolscap page
Brief Report 500 words = 1 page typed report, or
50 lines of handwritten text = 11/2foolscap handwritten pages
Mid Report 1,000 words = 2 page typed report
100 lines of handwritten text = 3 foolscap handwritten pages
Long Report 2,000 words = 4 page typed report
200 lines of handwritten text = 6 foolscap handwritten pages
How should I reference the sources of information I use in my assessments?
Include a reference list at the end of your work on a separate page. You should reference the sources you have used in your assessments in the Harvard Style. For example:
Website Name – Page or Document Name, Retrieved insert the date. Webpage link.
For a book: Author surname, author initial Year of publication, Title of book, Publisher, City, State

ASSESSMENT GUIDE
The following table shows you how to achieve a satisfactory result against the criteria for each type of assessment task. The following is a list of general assessment methods that can be used in assessing a unit of competency. Check your assessment tasks to identify the ones used in this unit of competency.
Assessment Method Satisfactory Result Non-Satisfactory Result

Supervisor or manager observes work performance and confirms that you consistently meet the standards expected from an experienced operator
The assessor will mark the activity against the detailed guidelines/instructions
Attachments if requested are attached
All requirements of the written activity are addressed/covered.
Responses must refer to appropriate sources from your workbook and/or workplace
All elements, criteria, knowledge and performance evidence and critical aspects of evidence, are demonstrated at the appropriate AQF level
All comprehension questions answered correctly; demonstrating an application of knowledge of the topic case study.

Could not demonstrate consistency. Could not demonstrate the ability to achieve the required standard
Does not follow
guidelines/instructions
Requested supplementary items are not attached
Response does not address the requirements in full; is missing a response for one or more areas.
One or more of the requirements are answered incorrectly.
Does not refer to or utilise appropriate or correct sources of information
Could not demonstrate elements, criteria, knowledge and performance evidence and/or critical aspects of evidence, at the appropriate AQF level
Lack of demonstrated comprehension of the underpinning knowledge (remove) required to complete the case study questions correctly. One or more questions are answered incorrectly.

Answers address the question in full; referring to appropriate sources from your workbook and/or workplace Answers do not address the question in full; do not refer to appropriate sources.
Practical Activity All tasks in the practical activity must be competed and evidence of completion must be provided to your trainer/assessor.
All tasks have been completed accurately and evidence provided for each stated task. Tasks have not been completed effectively and evidence of completion has not been provided.
Attachments if requested are Requested supplementary items are not attached
attached
Spencer College & Spencer Technical College 6
BSBADM506 - Manage business document design and development Version 2

ASSESSMENT COVER SHEET
Assessment Cover Sheet
Student’s name: USI
Assessors Name: Date
Submitted:
The following questions are to be completed by the assessor:
Is the Student ready for assessment? Yes No
Has the assessment process been explained? Yes No
Does the Student understand which evidence is to be collected and how? Yes No
Have the Student’s rights and the appeal system been fully explained? Yes No
Have you discussed any special needs to be considered during assessment? Yes No
The following documents must be completed and attached:
o Written Activity and Checklist
The student will complete the written activity provided to them by the assessor. The Written Activity Checklist will be completed by the assessor. S NYS
o Written Activity 2 Checklist
The student will complete the written activity provided to them by the assessor. The Written Activity Checklist will be completed by the assessor. S NYS
o Questions and Questions Checklist
The student will answer a range of questions either verbally or written. The Questioning Checklist will be completed by the assessor. S NYS
Student Declaration
I agree to undertake assessment in the knowledge that information gathered will only be used for professional development purposes and can only be accessed by the RTO
I declare that:
o The material I have submitted is my own work;
o I have kept a copy of all relevant notes and reference material that I used in the production of my work;
o I have given references for all sources of information that are not my own, including the words, ideas and images of others.
Student Signature: Date:
A1 WRITTEN ACTIVITY
For this assessment you will need to perform the following tasks. These tasks will need to be completed and submitted in a professional, word processed, format. Each task must be 1000 words minimum in length.
A case Study for Enhanced Well-Being Solutions is provided to give context and background.
To ensure that you do not make a copy of an existing case study document as your assessment, you are required to change 5 key elements in the Style Guide and hand in the modified Style Guide as part of your assessment. You must also detail the changes you made to the Style Guide on the first page of the Style guide. One of the changes must be the font. You must replace the font with another common font which is representative of the non-verbal communication of the original font. You must also design and supply your own logo.
Task 1
For this assessment you must complete the following written activity.
Please provide all documents, reports, printing and screen shots in PDF format
Please read the entire activity before commencing as there are stages in the production of the document that are required to be recorded during its progress.
1. Your task is to create one of the following forms from the beginning using the style guide provided in the Case Study.
a. Product order form template
b. Enrolment form template
c. Customer database spreadsheet template
d. Brochure or flyer template
2. This form will need to have the following actions incorporated into the design
Write a report with each of the following points as a subheading and describe how you have addressed each item in the design of your document and if you did not address it, why.:
a. Standard formatting templates enhance readability and appearance, and meet organisational requirements for style and layout
b. Suitable style and layout to suit the purpose, audience and information requirements of each document
c. Correct fonts
d. Logo

e. Colouring to suit logo
f. Automatic fields
g. Macros, and adjust the content and level of detail to suit user needs
h. Correct spacing’s
i. Correct alignment
j. Page numbers
k. Margins
l. Frames, boxes and/or boarders
m. Columns
n. Standard text
3. You will need to print off this form and test and check it for accuracy and ease of use and make amendments as necessary to ensure maximum efficiency and quality of presentation.
To satisfy this requirement please show 2 versions of your document, 1 with an error (in design, not spelling or grammar) and the other with the error corrected. In your answer, describe the error and why it is an error and how it was corrected
4. Create explanatory notes to go with this document ensuring all facets of the document are explained in plain English with screen shots included.
To satisfy this element, take screen shots at each stage of the development of your document and explain each stage in a short report
5. Provide a short training example for the explanatory notes.
To satisfy this element, copy your document and add notes or call out boxes describing each section and how it is used. If further explanation is required refer the item to an attached report.
6. Save the document and all of the reports to a folder and file using an adequate file and folder name that is self-explanatory and in accordance with organisational requirements.
Refer Case Study Document and Records Management Procedure.doc

7. Discuss the methods you would use to monitor the use of the template and how you would review the template against changing needs of the business. evaluate the quality of documents produced against documentation standards
Please provide all documents, reports, printing and screen shots in PDF format.
In order to effectively complete this assessment you will require access to the following resources:
· Computer hardware and other document production equipment
· Software applications appropriate to the task
· Media for production of documents
· Samples of high quality standard documents

A1 WRITTEN ACTIVITY CHECKLIST
Written Activity Checklist
For this assessment, the student must complete the written activity.
The written activity is a stand-alone activity that will allow the student to display the required knowledge and skills that are essential when deciding overall competency.
Student’s name:
Assessor’s name:
Has the student satisfactorily
completed the written activity?
Yes No
Did the Student provide evidence of their ability to:
Your task is to create one of the following forms from the beginning.
o Product order form template El El
o Enrolment form template El El
o Customer database spreadsheet template El El
o Brochure or flyer template El El
This form will need to have the following actions incorporated into the design:
o Standard formatting templates enhance readability and appearance, and meet organisational requirements for style and layout El El
o Suitable style and layout to suit the purpose, audience and information requirements of each document El El
o Correct fonts El El

o Logo U U
o Colouring to suit logo U U
o Automatic fields U U
o Macros and adjust the content and level of detail to suit user needs U U
o Correct spacing’s U U
o Correct alignment U U
o Page numbers U U
o Margins U U
o Frames, boxes and/or boarders U U
o Columns U U
o Standard text U U
· You will need to print off this form and test and check it for accuracy and ease of use. U U
· You will then need to create explanatory notes to go with this document ensuring all facets of the document are explained in plain English with screen shots included. and make amendments as necessary to ensure maximum efficiency and quality of presentation U U
· Provide a short training example for the explanatory notes. U U
· You will need to save this document to a folder and file
using an adequate file and folder name that is self U U

explanatory and in accordance with organisational requirements
· Discuss the methods you would use to monitor the use of the template and how you would review the template against changing needs of the business. evaluate the quality of documents produced against documentation standards ? ?
Feedback to Student:
Result 0 Satisfactory 0 Not Yet Satisfactory
Assessor’s Signature: Date:

A2 WRITTEN ACTIVITY 2
For this task you must research each of the following topics, and complete a basic report on your findings.
To answer these questions , please refer to the Case Study A Typical Production process.pdf and Study Document and Records Management Procedure.doc
Use your own research to find suitable document creation software available in today’s market. Find a typical price for this software and assume that 30 new documents are created each calendar year and that the software price is an annual subscription or if there is no annual subscription component that the maximum life of the software is 3 years
Create a table for each step and estimate the various costs associated with each step including operator time and software cost and any other foreseeable costs.
The report topics are:
1. Describe the document production processes.
2. Identify costs involved with the implementation of standard documentation (include cost of software, training, time etc...).
3. Explain the software applications relevant to document design and development in the organisation.
4. Identify key provisions of relevant legislation and regulations, codes and standards affecting document production.
5. Outline organisational policies and procedures relating to document production.
6. List sources of expertise available externally to the organisation or workgroup.

A2 WRITTEN ACTIVITY 2 CHECKLIST
Written Activity Checklist
For this assessment, the student must complete the written activity.
The written activity is a stand-alone activity that will allow the student to display the required knowledge and skills that are essential when deciding overall competency.
Student’s name:
Assessor’s name:
Has the student satisfactorily
completed the written activity?
Yes No
Did the Student provide evidence of their ability to:
Describe the document production processes El El
Identify costs involved with the implementation of standard documentation (include cost of software, training, time etc...) El El
Explain the software applications relevant to document design and development in the organisation El El
Identify key provisions of relevant legislation and regulations, codes and standards affecting document production El El
Outline organisational policies and procedures relating to document production El El
List sources of expertise available externally to the organisation or workgroup El El
Feedback to Student:
Result 0 Satisfactory 0 Not Yet Satisfactory
Assessor’s Signature: Date:

A3 QUESTIONS
The following questions may be answered verbally with your assessor or you may write down your answers. Please discuss this with your assessor before you commence. Short Answers are required which is approximately 4 typed lines = 50 words, or 5 lines of handwritten text.
Your assessor will take down dot points as a minimum if you choose to answer them verbally. Answer the following questions either verbally with your assessor or in writing.
1. To establish document standards there are several things you need to do. What are they?

2. When you planning to design a new document there is information that you will need to know to ensure your document meets the required needs and standards of both the users and the organisation. What are they?

3. List 3 types of programs that can be used to create business documents and describe each one in your own words.
4. What are 4 common templates used by most organisation for business purposes?
5. To test templates you will need to gather feedback from end users. What types of questions could you ask the end users to gain the most effective feedback?

6. What types of technical functions can be used in automation of your document?

7. What is a macro and why should you test it after recording?

8. What are the requirements for explanatory notes?

10. When storing new files they can be saved into a centralised of decentralised system. Describe the common characteristics of each system?

11. Why is it important to monitor the use of standard documentation and what would be the best method of monitoring?

12. Why is continuous improvement of documentation vital to an organisation?

A3 QUESTIONS CHECKLIST
Questioning Checklist
The assessor needs to indicate whether they have conducted the questioning as written questions or as verbal questions by ticking the box below.
? Written Questioning ? Verbal Questioning
The assessor must provide evidence with the assessment tool. For written questions, the assessor must provide the student’s original written responses. For verbal questioning, the assessor must provide dot points as a minimum on the student’s responses.
For details on how to conduct and contextualise this form of assessment, please refer to the questioning checklist explanation in the assessor guide.
Student’s name:
Assessor’s name:
If questions are answered verbally, the assessor must write detailed answers in the sections provided below. The space below does not indicate the size of the answer anticipated. Keep typing and the space will expand. If answers are recorded separate to this document, they must be attached to the assessment documents. Satisfactory
response
Yes No
1 To establish document standards there are several you need to do. What are they? ? ?

2 When you planning to design a new document there is information that you will need to know to ensure your document meets the required needs and standards of both the users and the organisation. What are they? ? ?

3 List 3 types of programs that can be used to create business documents and describe each one in your own words. ? ?

4 What are 4 common templates used by most organisation for business purposes? ? ?

5 To test templates you will need to gather feedback from end users. What types of questions could you ask the end users to gain the most effective feedback? ? ?

6 What types of technical functions can be used in automation of your document? ? ?

7 What is a macro and why should you test it after recording? ? ?

8 What are the requirements for explanatory notes? ? ?

9 What types of training can be done to assist end users with understanding and using the new documents? ? ?

10 When storing new files they can be saved into a centralised of decentralised system. Describe the common characteristics of each system? ? ?

11 Why is it important to monitor the use of standard documentation and what would be the best method of monitoring? ? ?

12 Why is continuous improvement of documentation vital to an organisation? ? ?

Feedback to Student:
Result 0 Satisfactory 0 Not Yet Satisfactory
Assessor’s Signature: Date: