ITS KITCHEN MANAGEMEN COURSE BSBTEC301 DESIGN AND PRODUCE BUSINESS DOCUMENTS

This workplace project assessment requires you to demonstrate your knowledge in designing and producing business documents.

This assessment is divided into five tasks:

• Task 1: Clarify Format, Style and Layout
• Task 2: Design Business Document
• Task 3: Use Help Functions
• Task 4: Produce Business Document
• Task 5: Proofread Business Document
• Task 6: Present Finalised Business Documents to Relevant Stakeholder

This project requires you to complete the assessment tasks in a real workplace, or in an environment with conditions similar to that of a workplace.

Each task comes with a set of instructions. You are to follow and perform these instructions while being observed by the assessor and/or submit any required documentation.

Before starting this assessment, your assessor will discuss with you these tasks, including instructions and guidance for satisfactorily completing them.

You are required to:

• Complete the tasks within the time allowed, as scheduled in-class roll.
• Clarify organisational requirements on format and style for producing business documents.
• Design templates for four different business documents.
• Use Help functions to address common issues when writing business documents.
• Complete the four business documents templates by providing appropriate information.
• Finalise the four business documents through proofreading.
• Present the four finalised business documents to at least one relevant stakeholder.

Resources Required for Assessment

Resources you need to access to complete the project assessment are outlined in theResources Required for Assessmentsection of this workbook, and in the correspondingAssessor's Checklist and/or Observation Formof each task.

Discuss each requirement with your assessor before commencing with each task. They will organise the resources required for this assessment.

IMPORTANT: Additional workplace resources may be required upon the contextualisation of this assessment.

Forms and Templates

Generic forms and templates are provided in the project tasks, unless otherwise specified. These can be accessed from the following link:

BSBTEC301 Forms and Templates

If you are currently in a workplace, use similar workplace templates and forms used by your organisation to complete each assessment task. Discuss with your supervisor and your assessor first to ensure that the forms/templates you will use from your organisation cover all criteria required by each assessment task.

Review these forms and templates with your assessor before starting the task.

ASSESSMENT INSTRUCTIONS

This task will require you to clarify with relevant stakeholder the format, style and layout to be followed in writing business documents.

To complete this task, you must:

• Access and review the following:
  • Documents containing organisational requirements on document design, which includes:
    • Style guide
    • Other guidelines on document design on format, style and layout
  • Organisational policies and procedures containing guidance on the following:
    • Purpose of each business document
    • Focus of each business document
    • Use of each business document in the workplace
• Consult at least one stakeholder to:
  • Identify four different business documents you will be creating in succeeding tasks.
  • Identify the following details for each chosen document:
    • Purpose of the document

Purpose of the document refers to the reason why the business document needs to be created for the organisation.

• Focus of the document

Focus of the document refers to the important information contained in the business document.

• Intended users of the document

Intended users of the document in the workplace refers to the people within the organisation who will make use of the document.

These details will be used in Workplace Project Task 6.

• Discuss and clarify organisational requirements on format and style for writing business documents.

• Identify and clarify the following requirements for each chosen document:
  • Format
  • Style
  • Layout

Review theWorkplace Project Task 1 - Assessor's Checklistbefore starting this task. This form outlines the following:

• Resources you are required to access to complete the task. Discuss these resources with your assessor prior to starting this task.
• All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Submit the evidence of consultation with relevant stakeholder to your assessor.

Evidence must be at least one of the following:

• Email correspondence
• Meeting minutes
• Audio or Video recording of the consultation with relevant stakeholder

When using this as evidence, ensure to inform the stakeholder of the purpose of the recording before doing so.

Include any supplementary documents/sources used, such as:

• Documents containing organisational requirements on format, style and layout
• Organisational policies and procedures containing guidance on details relevant to business documents

ASSESSMENT INSTRUCTIONS

This task will require you to create templates of the four business documents identified inWorkplace Project Task 1.

To complete this task, you must:

• Access and/or review the following:
  • Discussion on format, style and layout requirements for each of the four documents identified inWorkplace Project Task 1.
  • Organisational data storage system used to store business document.
  • Documents containing information required to complete each of the four documents identified inWorkplace Project Task 1.
• Application required to open each of the chosen business documents.

Applications that you can use include:

• Word
• Excel
• PowerPoint
• Recall the format and style requirements for each document identified inWorkplace Project Task 1.
• Create a template for each of the chosen business documents reflecting the following requirements clarified inWorkplace Project Task 1:
  • Format
  • Style
  • Layout
• Use placeholders for pending entries in the document.

Placeholders are entries in the document that temporarily fills up spaces intended for contents while the information is not yet ready. These placeholders will be replaced in succeeding tasks.

• Ensure that the format, style and layout of each document is consistent.

Ensuring consistency of format, style and layout can be done by using tools in the application.

• Collect information required to complete each of the documents chosen.

Collected information relevant to the chosen business document will be used for completing Workplace Project Task 4.

Review theWorkplace Project Task 2 - Assessor's Checklistbefore starting this task. This form outlines the following:

• Resources you are required to access to complete the task. Discuss these resources with your assessor prior to starting this task
• All criteria your submission must address to satisfactorily complete this task. You assessor will also discuss with you the criteria outlined in this form prior to the assessment

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Submit the each of the business document template you created to your assessor.

You must also submit evidence of information collection to you assessor.

Evidence must be at least one of the following:

• Documents containing information relevant to each of the business documents identified
• Video containing information relevant to any of the business documents identified

ASSESSMENT INSTRUCTIONS

Your assessor will observe you as you use Help functions to address common issues when writing business documents used in your workplace.

You will be assessed on your practical skills to:

• Choose two business documents with common issues when being written.

Documents to be chosen must require access to two different applications.

• Identify at least one of each of the following common issues for each of the chosen business documents:
  • Common issue on document design

Issues on document design refers to basic difficulties in using the application to adjust format, style and layout of your document.

• Common issue on document production

Issues on document production refers to basic difficulties in using the application to create the document.

• Identify the application required to open each of the chosen business documents.

Applications that you can use include:

• Word
• Excel
• PowerPoint

Applications to be used must correspond to the file type of the chosen business documents.

• Open the files of chosen business documents using identified applications.

Opening the file can be done by doing the following:

• Double clicking the file
• Using the search bar to find the file and click it
• Opening the program and using the File tab to access the file
• Use Help functions to address common issue identified in each document.

Review theWorkplace Project Task 3 - Observation Formbefore starting this task.

This form outlines the following:

• Resources you are required to access to complete the task.
• All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

ASSESSMENT INSTRUCTIONS

This task will require you to complete the four business documents chosen in Workplace Project Task 1 using the templates created inWorkplace Project Task 2.

Additionally, you will be observed in saving and storing the completed business documents to the organisation's document storing system.

To complete this task, you must:

• Access and/or review the following:
  • Discussion on format, style and layout requirements for each of the four documents identified inWorkplace Project Task 1.
  • Each of the business document templates created inWorkplace Project Task 2
  • Information relevant to each business document collected inWorkplace Project Task 2.
  • Organisational policies and procedures on naming, saving and storing business documents
  • Devices used for writing business documents, such as:
    • Desktop computer
    • Laptop
  • Applications used in creating the four business documents, such as:
    • Word
    • Excel
    • PowerPoint

This task is divided into two parts:

Part A. Completing Business Documents

To complete this task, you must:

• Recall the information collected in Workplace Project Task 2 for each business document chosen.
• Edit the templates created for each business document by replacing placeholders with information collected.

• Apply the following basic design principles throughout the document:
  • Elements of the document are consistent with each other.
  • Positive and negative spaces are balanced
  • Focal points on discussions can be found
  • Level of importance of information can be identified
  • Design of elements are symmetrical
• Check that the produced documents comply with the organisational requirements on format, style and layout discussed in Workplace Project Task 1.

Use the business document templates prepared inWorkplace Project Task 2to complete this task.

ReviewWorkplace Project Task 4 - Assessor's Checklistbefore starting this task. This form outlines the following:

• Resources you are required to access to complete the task. Discuss these resources with your assessor prior to starting this task.
• All criteria your submission must address to satisfactorily complete this task. Your assessor will also discuss with you the criteria outlined in this form prior to the assessment.

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Part B. Naming, Saving and Storing Business Documents

You will be assessed on your practical skills to:

• Name each of the completed business documents based on the naming conventions in the reviewed organisational policies and procedures.
• Save each of the completed business documents based on the saving conventions in the reviewed organisational policies and procedures.
• Store the saved business documents in the organisation's document storing system based on the storing conventions in the reviewed organisational policies and procedures.

Document storing systems can include:

• Cloud Storage
• Local Network

Review theWorkplace Project Task 5 - Observation Formbefore starting this task.

This form outlines the following:

• Resources you are required to access to complete the task.
• All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Submit supplementary documents/sources used to complete this task, such as organisational policies and procedures on naming, saving and storing documents.

You must also submit evidence of saving and storing business document produced for each document identified.

Evidence must be at least one of the following:

• Email correspondence containing the links to the completed business documents
• Screen shots of the completed business document files located in the organisation's document storing system
• Video recording showing actual saving and storing of files to the organisation's document storing system

ASSESSMENT INSTRUCTIONS

This task will require you to finalise the completed business documents inWorkplace Project Task 4by proofreading each document. Additionally, you will be observed in exiting the application used in finalising the business documents.

To complete this task, you must:

• Access and review the following:
  • Discussion on format, style and layout requirements for each of the four documents identified inWorkplace Project Task 1.
  • Organisational policies and procedures on naming, saving and storing business documents collected fromWorkplace Project Task 4.
  • Each of the completed business documents fromWorkplace Project Task 4.

This task is divided into two parts:

Part A. Finalising Business Documents

To complete this task, you must:

• Proofread each of the completed business documents by checking the following:
  • Readability

Readability refers to how easy it is for the audience to understand information in the business documents.

• Vocabulary

Vocabulary refers to using the same word for items with the same meaning and different words for items with different meaning.

• Format
• Style
• Layout
• Revise completed documents based on proofreading findings.

Review theWorkplace Project Task 5 - Assessor's Checklistbefore starting this task. This form outlines the following:

• Resources you are required to access to complete the task. Discuss these resources with your assessor prior to starting this task
• All criteria your submission must address to satisfactorily complete this task. You assessor will also discuss with you the criteria outlined in this form prior to the assessment

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Submit each of the finalised business documents you produced to your assessor.

Part B. Exiting the Application

You will be assessed on your practical skills to:

• Change the file name of each of the finalised documents appropriately based on organisational policies and procedures on naming business documents.
• Save each of the files of the finalised documents based on organisational policies and procedures on saving business documents.
• Exit the application properly.
• Reopen the file to check that changes have been successfully saved.
• Store each of the files of the finalised business documents based on organisational policies and procedures on storing business documents.

Review theWorkplace Project Task 5 - Observation Formbefore starting this task.

This form outlines the following:

• Resources you are required to access to complete the task.
• All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

ASSESSMENT INSTRUCTIONS

This task will require you to present the finalised business documents completed inWorkplace Project Task 5to at least one relevant stakeholder.

To complete this task, you must:

• Access and review the following:
  • Discussion on format, style and layout requirements for each of the four documents identified inWorkplace Project Task 1.
  • Information relevant to each business document collected inWorkplace Project Task 2.
  • Each of the finalised business documents produced inWorkplace Project Task 5.
• Review the each of the business documents finalised inWorkplace Project Task 5.
• Review the organisational requirements in producing each of the documents clarified in Workplace Project Task 1.
• Present each of the finalised business documents to at least one relevant stakeholder. During the presentation, highlighting the following:
  • Format, style and layout applied to the document
  • Information supplied to complete the document
  • Purpose of the document
  • Focus of the document
  • Intended users of the document in the workplace

Review theWorkplace Project Task 6 - Assessor's Checklistbefore starting this task. This form outlines the following:

• Resources you are required to access to complete the task. Discuss these resources with your assessor prior to starting this task
• All criteria your submission must address to satisfactorily complete this task. You assessor will also discuss with you the criteria outlined in this form prior to the assessment

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Submit at least one evidence of presentation to relevant stakeholder.

Evidence must be at least one of the following:

• Email correspondence
• Meeting minutes
• Video or audio recording of the presentation to relevant stakeholder

When using this as evidence, ensure to inform the stakeholder of the purpose of the recording before doing so.