BSBADM506 Manage business document design and development
Order ID 53563633773 Type Essay Writer Level Masters Style APA Sources/References 4 Perfect Number of Pages to Order 5-10 Pages Description/Paper Instructions
BSBADM506 Manage business document design and development
Assessment Task 2
BSBADM506 Manage business document design and development
Design and develop templates and standard text
Submission details
Candidate’s name
Phone no.
Phone no.
Assessor’s name
Assessment site
Time/s
Assessment date/s
The assessment task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor.
Submit this document with any required evidence attached. See specifications below for details
Performance objective
You will need to demonstrate skills and knowledge required to design and develop templates and develop standard text for documents in an organisational context.
Assessment description
In response to a simulated business case study and a scenario, you will design and develop templates and standard text for two types of business documentation in accordance with business requirements and style guidelines. You will submit templates to others for feedback, then you will improve and resubmit your final templates. You will also prepare a written reflection in which you will demonstrate knowledge of the document production process.
- Read the scenario below.
- In response to the scenario, and retern
ponse to the scenario, and referring as required to the Adept Owl simulated wamesos documentation provided. evaluate the purpose, audience and information requirements for a letter template and an expense report.
- Develop a draft letter template, including standard text, wat
- meets scenario requirements including information and audience
requirements for standard text, style and tone b. follows the Adept Owl style guide c. includes at least one suitable editing macro (remember, to save a macro in a
template, you need to Save As a Macro-Enabled Template)
- includes fields for use with mail-merge. 4. Develop a draft expense report template (see example in Appendix 1) that:
- meets organisational requirements set out in the scenario b. includes at least one suitable macro to improve the usability of the expense
report template C. includes one other feature such as drop-down lists or form fields to further
automate or standardise document production. 5. Agree a timeframe for usability testing with your assessor (acting in the role of a
senior manager) 6. Develop a testing schedule in accordance with agreed timeframe. 7. Conduct peer usability testing with fellow learners and collect written feedback on
templates. Specifically request feedback on readability, appearance and usability. Submit draft templates to assessor, who, in the role of a senior manager will provide feedback for improving template design from the standpoint of the organisation.
- Make improvements to the two templates to incorporate feedback. 9. Print a hard copy of the final expense report according to organisational
requirements. 10. Write a reflection in which you describe the process you undertook to design and
develop standard text for the letter template and expense report template. Ensure you include a description of how you:
- incorporated organisational and audience needs into your templates b. reviewed, evaluated and selected technology and complex technical
functions for use in automating document production, matching document
requirements with software functions c. reviewed and selected document designs and layout in accordance with
organisational house style requirements
© 2015 Innovation and Business Industry Skills Council Ltd
1st edition version: 1
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BSBADM506 Manage business document design and development
- efficiently planned and tested templates and gathered feedback on usability
within agreed timeframe. Describe user feedback. Describe testing process:
testing of macros; testing of mail merge. 11. Submit documents to your assessor within an agreed timeframe. Ensure your
documents reflect specifications as outlined below. Keep copies of all submitted materials for your records.
Adept Owl scenario: Design and develop standard text
As a new member of the administration team, with a responsibility for team leadership and document design and development, you will need to lead and manage template development.
One of the most common tasks undertaken by the administration team is writing letters to both internal and external customers. To conform to business requirements, such letters need to adhere to Adept Owl house styles and use Microsoft Word. The team and organisation require easy-to-use templates to facilitate letter writing and editing for a range of purposes and associated information content, for example marketing mail-outs and internal communication. Macros may be useful for a range of editing functions:
- replacing multiple spaces with a single space
replacing soft returns with paragraph breaks
- removing spaces that occur directly before or after paragraph breaks
- removing spaces that occur directly before or after tabs . replacing multiple tabs with a single tab.
Currently, letters are created from scratch. Mass mail-outs present a problem for efficiency as letters are created individually. This practice presents a problem with respect to consistency and wastage of resources. In particular, a letter template for production delays is sorely needed to standardise the organisation’s communications with affected customers. See Appendix 1 for content requirements and audience needs.
Another type of document the organisation currently lacks standard templates or processes for is expense reporting. Staff use a range of methods to report expenses. There are several problems associated with this arrangement. Staff filling out reports complain about the time needed to input expenses. Administration staff complain about the lack of consistency, including incorrect or incomplete coding of expenses. There are several business needs associated with expense reporting. For example, allowable expenses codes are:
. Food
- Transportation
- Communication
Training
- Other
© 2015 Innovation and Business Industry Skills Council Ltd
1st edition version: 1
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Assessment Task 2
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See Appendix 1 for details on information and formatting needs for both the letter and spreadsheet templates. Finally, according to recent staff feedback, an expense report template that takes advantage of time-saving macros is required. For example, macros could save time by clearing fields or calculating totals.
Specifications
You must provide:
draft and final templates for a letter and an expense report
testing schedule
- copies of the written feedback on templates, for example mark-ups, emails, notes . written reflection on process of document production undertaken.
Your assessor will be looking for templates and a written reflection that demonstrate:
- literacy skills to:
o read and interpret policies and procedures o review and select technological designs o consider aspects of context, purpose and audience when designing and
formatting texts technological skills to manage design requirements and layouts
knowledge of document production processes
- knowledge of the functions of a range of software applications, including desktop
publishing (formatting), word processing and spreadsheets.
- knowledge of organisational policies and procedures relating to document design
and formatting
Adjustment for distance-based learners
- No changes are required to the assessment procedures or specifications.
Templates can be provided to testers (fellow learners and assessor) electronically (via email, social media, etc.) and feedback received electronically (via email, social media, etc.).
- Submitted documents may be in electronic (or paper-based format where relevant).
© 2015 Innovation and Business Industry Skills Council Ltd
1st edition version: 1
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Assessment Task 2
BSBADM506 Manage business document design and development
Appendix 1: Information and formatting requirements
Production delay letter template Content:
. Opening paragraph: thanking the customer for their purchase and informing there
is a delay
- Body content: apologising for delay, stating the reasons for the delay, and expected
date of delivery
- Closing paragraph apology for inconvenience and an invitation for contact if
required.
Style:
- Professional
- Formal language
Tone:
- Friendly
- Apologetic
© 2015 Innovation and Business Industry Skills Council Ltd
1st edition version: 1
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Expense reporting spreadsheet template Presentation:
- Spreadsheet must be able to be printed on a single A4 page; landscape or portrait.
Dates:
- Data entry must be constrained to: date format only. . Data entry must be formatted to: short date form.
Department:
Must be chosen from list: Sales & Marketing, Administration, Executive, Operations, Dispatch, Logistics
Expense types:
- Must be chosen from list: Food; Transportation: Communication; Training: Other.
Item description:
- Data entry must be constrained to: text only.
- Data entry must be formatted to: italics.
Client ID number:
. Must be chosen from list: NA, AO-2006 0046, AO-2006-0050, A0-2008-0049, AO
2009-0047, AO-2009-0051, AO-2009-0052, AO-2009-0053, AO-2010-0045, AO 2010-0054.
Purchase or estimated amount, value or cost:
- Data entry must be formatted to: accounting.
Receipt attached?
. Must be chosen from list: Yes, No.
Example spreadsheet:
EXAMPLE EXPENSE REIMBURSEMENT FORM
Employee Name: David
Pelet
lining
face bould workshop