BSBADM506B
Manage business document
design and development
Assessment Booklet
© Copyright 2011
GP Links Wide Bay trading as
Health Industry Training
PO Box 702
HERVEY BAY 4655
Version 2: August 2012
ASSESSMENT COVER SHEET
Unit Code: BSBADM506B
Unit Title: Manage business document design and development
Trainer Comments:
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Student Name: ___________________________________________ Student No.: ___________________
Date Due: _____ / _____ / _____
Date Submitted: _____ / _____ / _____
Student Declaration:
I declare that I understand how assessment will take place for this unit. I also understand that work completed
towards this assessment must be verifiably my own.
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Student Name
Student signature
Date
Trainer Sign-off:
I declare the above named student was assessed by me for the above mentioned unit
__________________________________ _____________________________________ ______________
Trainer Name
Trainer signature
Date
BSBADM506B Manage business document design and development
Assessment tool
ASSESSMENT INFORMATION
Competency based assessment
The standards used to determine competency in different industry sectors are developed in conjunction with
the relevant Industry Training Advisory Board (ITAB). These standards are endorsed by government in the
form of specific industry national training packages.
Assessment in a competency based course determines when competency has been achieved. To be access
of competent a student must provide evidence that demonstrates they can perform the necessary skills and
performances required including employability skills. To be competent a student is required to consistently
demonstrate the skills, knowledge and performance criteria that are necessary to confidently complete the
work tasks in a normal range of workplace conditions.
The trainer/assessor is responsible for ensuring the evidence gathered by a student is:
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Authentic (verifiable the student’s own work)
Valid (evidence is relevant to the unit of competency)
Reliable (the student consistently meets the requirements of the unit of competency)
Current (reflects the student’s current capacity to perform the tasks); and
Sufficient (covers all the elements in the unit of competency and addresses the dimensions of competency)
Dimensions of assessment
The dimensions of competency relate to all aspects of work performance and include:
Task skills:
The student must perform the individual skills required to complete a
work activity to the required standards.
Task management skills:
The student must manage a number of different tasks to complete a
whole work activity.
Contingency management skills:
The student must use their problem-solving skills to resolve issues that
arise when performing a work activity.
Job/role environment skills:
The student must perform effectively in the workplace when undertaking
a work activity by working well with all stakeholders and following
workplace policies and procedures.
Access and equity
All workers in the health and community services should be aware of access, equity and human rights issues
in relation to their own area of work. They should develop their ability to work in a culturally diverse
environment.
Trainers and assessors must take into account relevant access and equity issues including the concept of
social inclusion which ensures equitable access to services, to connect with others and to protect an
individual’s right to be heard.
Trainers and assessors must ensure the assessment process:
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is valid, reliable, flexible and fair
is basis of sufficient evidence
is one which offers valid, authentic and current evidence
includes workplace requirements in a normal range of workplace conditions
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BSBADM506B Manage business document design and development
Assessment tool
UNIT INFORMATION
Unit code
BSBADM506B
Unit title
Manage business document design and development
Unit descriptor
This unit describes the performance outcomes, skills and knowledge required 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.
No licensing, legislative, regulatory or certification requirements apply to this unit at the
time of endorsement.
Employability skills
This unit contains employability skills including communication, teamwork, problem
solving, initiative and enterprise, planning and organising, self management, learning and
technology
Application of the unit
This unit applies to individuals employed in a range of work environments who require well
developed skills in the use of a range of software packages. They use these skills to
establish, document and implement consistent standards of document design with an
organisation.
Unit sector or
competency field
None specified
Pre-requisite,
co-requisite or
interdependent
assessment of units
None specified
Context of and specific
resources for
assessment
Assessment must ensure:
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access to office equipment and resources, including:
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computer hardware and other document production equipment
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range of software applications appropriate to the task
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media for production of documents
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access to samples of high quality standardised documents.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge.
The following examples are appropriate for this unit:
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Critical aspects for
assessment
Evidence of the following is essential:
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analysis of responses to case studies and scenarios
demonstration of techniques
direct questioning combined with review of portfolios of evidence and third party
workplace reports of on-the-job performance by the candidate
review of authenticated documents from the workplace or training environment
oral or written questioning to assess knowledge of accounting procedures and
techniques.
designing templates or style sheets for use in document design
documenting processes and strategies to ensure implementation.
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BSBADM506B Manage business document design and development
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Required skills and
knowledge
Required knowledge:
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cost constraints
document production processes
functions of range of software applications, including desktop publishing, word
processing and spreadsheets
key provisions of relevant legislation and regulations from all forms of government,
codes and standards that may affect aspects of business operations, such as:
anti-discrimination legislation
ethical principles
codes of practice
privacy laws
organisational policies and procedures relating to document design and formatting
sources of expertise external to the organisation or workgroup.
Required skills:
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communication skills to present complex instructions orally, to communicate ideas
logically, and to explain technical concepts and designs to others
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literacy skills to:
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read and interpret policies and procedures
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review and select technological designs
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consider aspects of context, purpose and audience when designing and formatting texts
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research and analysis skills to evaluate content, structure and purpose of technical texts,
and to adapt task instructions to suit changes in technology
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technological skills to manage design requirements and layouts.
Element
1. Establish
documentation
standards
2. Manage template
design and
development
3. Develop standard
text for documents
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Performance Criteria
1.1
Identify organisational requirements for information entry, storage, output, and quality
of document design and production
1.2
Evaluate organisation's present and future information technology capability in terms
of its effect on document design and production
1.3
Identify types of documents used and required by the organisation
1.4
Establish documentation standards and design tasks for organisational documents
in accordance with information, budget and technology requirements
2.1
Ensure standard formats and templates suit the purpose, audience and information
requirements of each document
2.2
Ensure document templates enhance readability and appearance, and meet
organisational requirements for style and layout
2.3
Test templates, obtain organisational and user feedback, and make amendments as
necessary to ensure maximum efficiency and quality of presentation
3.1
Evaluate complex technical functions of software for their usefulness in automating
aspects of standard document production
3.2
Match requirements of each document with software functions to allow efficient
production of documents
3.3
Test macros to ensure they meet the requirements of each document in accordance
with documentation standards
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BSBADM506B Manage business document design and development
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4. Develop and
implement
strategies to
ensure the use of
standard
documentation
4.1
Prepare explanatory notes for the use of standard templates and macros using
content, format and language style to suit existing and future users
4.2
Develop and implement training on the use of standard templates and macros and
adjust the content and level of detail to suit user needs
4.3
Produce, circulate, name and store master files and print copies of templates and
macros in accordance with organisational requirements
5. Develop and
implement
strategies for
maintenance and
continuous
improvement of
standard
documentation
5.1
Monitor use of standard documentation templates and macros, and evaluate the
quality of documents produced against documentation standards
5.2
Review documentation standards against the changing needs of the organisation, and
plan and implement improvements in accordance with organisational procedures
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BSBADM506B Manage business document design and development
Assessment tool
ASSESSMENT TOOLS
Assessment is conducted throughout the course using different assessment tools including written/oral
assessment, projects, observation, third party reports, simulation/case studies and portfolios. Both skills and
knowledge are assessed in line with the requirements of the Australian Quality Training Framework (AQTF)
and the training package.
Health Industry Training Queensland will use different methods of assessment to ensure sufficient evidence
can be gathered to demonstrate a student can perform a task against the specified criteria. Assessment
methods can include:
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Questioning: questions asked orally or in a written format. Written questioning is widely used in
competency based assessment to assess a student’s understanding and knowledge of the task they are
performing.
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Projects: are used for relevant units that require students to demonstrate a high level of research and
analytical skills.
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Observation: practical demonstration of real work or simulation by the trainer
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Third party reports: confirmation of consistent performance by the student to meet key performance
indicators over time and a range of contexts.
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Simulation/Case-study: simulation of the workplace to gauge competency. Demonstrated performance
knowledge against a define case study or scenario.
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Portfolio: collection of individual pieces of evidence to demonstrate work outputs by the student.
Evidence can be gathered from day to day work, certificated learning and other activities such as past
achievements.
Other assessment activities determined by the trainer could include a range of assessment tools appropriate
for this unit to demonstrate competencies which sufficiently address:
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The elements and performance criteria
Critical aspects for assessment
The essential skills and knowledge
The context and consistency of the assessment requirements
The relevant employability skills
Recognition of Prior Learning
Recognition of Prior Learning (RPL) is a formal recognition of your current skills and knowledge you have
achieved outside the education and training system. RPL takes into account any previous formal study, work
and life experience and then assesses this against the elements of competency to determine if you can
receive credit toward a qualification. Students seeking recognition can apply by contacting the Manager
Health Industry Training Queensland at the commencement of study.
Credit Transfer
Students who have completed a formal unit within their intended qualification with another Registered
Training Organisation (RTO) may be able to apply for a credit transfer or exemption. A certified copy of the
original documentation must be provided when applying for a credit transfer.
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BSBADM506B Manage business document design and development
Assessment tool
ASSESSMENT INSTRUCTIONS
Assessment format and layout
All assessments must be:
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Typed in Arial 12, single spacing with headings in bold
Header and Footer to be inserted in each page. Header to include unit code and title. Footer to include
student name and page number
All work must be referenced throughout the assessment. Referencing should include author and year of
publication and website address (if applicable). There are many referencing guides available on the
Internet to assist students.
Plagiarism
Plagiarism is the act of representing as one's own original work the creative works of another, without
appropriate acknowledgment of the author or source. In all written work submitted for assessment you must
show the sources for your material. The principle is that whenever submitted material is not your own original
work this must be referenced to acknowledge the author’s work.
It is expected that when a student submits an assessment that it is the independent work of that student and
they have written it in their own words. If a student has plagiarised another person’s work they will be asked
to resubmit their assessment. Plagiarism can lead to instant dismissal.
Submission
All assessments must be submitted in the format described. A date for submission will be set by the trainer.
Assessments must be submitted on or before this date or an extension must be granted by the trainer.
The assessment cover sheets must be detached from the assessment booklets and attached to the front of
each assessment. All sections of the cover sheet must be completed by the student prior to submission of
assessment. The bottom section of the assessment cover sheet will be retained by the trainer.
Resubmitting assessments
If a student is marked ‘not competent’ they will be provided with an alternative assessment for completion to
be able to demonstrate competency. An assessment resubmission should be treated as the original
assessment with all principles applying.
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BSBADM506B Manage business document design and development
Assessment tool
ASSESSMENT – BSBADM506B Manage document design and development
In your own words, answer the following questions. To be marked as competent in this unit, you must
provide sufficient responses to each question. Bullet points must only be used where applicable eg: if the
question asks you to list, name or give examples.
1. Question? Why do those who manage business document design and development need to understand
relevant legislative and regulatory provisions including those relating to antidiscrimination and privacy
laws?
2. Undertake research to locate external personnel with expertise in document management who could help
you to design and develop business documents, anticipate problems and respond to changing
circumstances. Provide details of the personnel you located and describe how they could assist.
3. You have been chosen to conduct an induction session where you will need to inform employees about
document production processes. Describe what methods and strategies you would use in your induction
session to ensure that it is effective.
4. Describe some of the costs which could have an impact on the quality of documents produced by the
person responsible for managing document design and development within an organisation.
5. Why is it important for those who design and develop business documents to prepare documentation and
written procedures to assist employees to use them?
6. Identify at least three advanced technological functions from a range of software applications (desktop
publishing, word processing and spreadsheets) which could help you to manage the design and
development of business documents. You should not use any of the functions which you have used
whilst undertaking any of the activities within this unit. Provide examples of your use of each function.
To be marked competent in this unit, students must respond to all points in the project. Answers must be
comprehensive, detailed, demonstrate appropriate research procedures and be supported by suitable
references.
Project 1
Consider this scenario. You and four friends have developed a new environmentally friendly heater. You all
have extensive business experience. Together, you have established a new company, Green Heaters
Pty Ltd ACN 512 302 XXX, which will manufacture and sell the new heater to wholesalers. The five of you will
comprise the board of directors.
The board has forecasted that Green Heaters Pty Ltd will sell 650,000 heaters in the first year and will
employ 100 staff.
You have been given the task of designing and developing the standard documentation which will be used by
Green Heaters Pty Ltd. You must present details of your plans to the board of directors.
Prepare a comprehensive report to the board in which you explain what you will do to manage the design and
development of business documents. The report must explain details of the methods and processes you will
use to produce high quality documents.
In the report, you should provide details of the types of documents which you will produce and how you will
ensure that they will be suitable for requirements. You should explain the methods you will use to develop
standard documents including templates and macros and provide information about any assistance you will
need, including details of external sources.
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BSBADM506B Manage business document design and development
Assessment tool
Your report should detail the strategies you will use to ensure employees use standard documents
productively. Provide information about the proposed organisational policies and procedures which will be
implemented to govern the use of standard documents as well as ensure standard documents meet any
changing requirements of the organisation in the short and long term.
It must include prototypes of at least five documents, together with a sample of the written instructions which
could be provided to employees who will use those documents.
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