Identify organisational and legislative requirements for information entry, storage,
output, and quality of document design and production
Evaluate organisation’s present and future information technology capability in
terms of its impact on document design and production
Identify types of documents used and required by organisation
Establishing documentation standards and design tasks for organisational documents
in accordance with information, budget and technology requirements
Develop and implement documentation and training to support the use of standard
templates and macros that you have developed for the Adept Owl Games Company
This will require you to develop standard texts for these documents. To assist you in the
development of these texts you will need to:
o Evaluate the complex technical functions of software for their usefulness in
automating aspects of standard document production
o Match the requirements of each document with software functions to allow
efficient production of the documents
o Test any macros included in these documents to ensure they meet the requirements
of each document in accordance with the documentation standards
In addition, you also will be required to develop and implement strategies to ensure the use of
these documents. Accordingly, you will be required to:
develop and implement a training session on the use of the standard templates and
macros and as a result of this training adjust the content and level of detail to suit user
needs.
It is suggested that for this training session you:
o Prepare explanatory notes, as a handout at the beginning of the training session,
for the use of standard templates and macros using content, format and language
style to suit existing and future users; and
o Produce, circulate, name and store master files and print copies of templates and
macros in accordance with organisational requirements for this training session
Note - Your Assessor will role-play one of Adept Owl Games Company’s staff at this training
session.
o When you have developed the draft texts for these documents, your draft-training plan
and handouts, show them to your Trainer for feedback, incorporate any changes required
and submit them to your Assessor, as evidence for summative assessment.
o If changes are required to any of the texts or handouts as a result of the training session,
make the amendments as necessary, and then submit your amended documents to your
Assessor, as additional evidence for summative assessment.
BSBADM506 Manage business document design and development
Vocational Training Institute RTO 41111, CRICOS 03487C Page 7 of 52
Version 2.1 Nov 2018
Assessment Activity 4.
After completing all of the above 3 Assessment Activities, as a Case Study, you will now be
required to develop a report outing how you believe the Adept Owl Games Company should
develop and implement strategies for maintenance and continuous improvement of their standard
documentation.
This report should specifically cover:
How the Adept Owl Games Company should monitor the use of standard
documentation templates and macros, and how they should evaluate the quality of
documents produced against documentation standards
How the Adept Owl Games Company should review their documentation standards
against the changing needs of their organisation, and how they should plan to
implement improvements in accordance with their organisational procedures
o When you have developed your draft report, show it to your Trainer for feedback,
incorporate any changes you believe are required, and then submit it to your Assessor, as
evidence for summative assessment.
BSBADM506 Manage business document design and development
Vocational Training Institute RTO 41111, CRICOS 03487C Page 8 of 52
Version 2.1 Nov 2018
Assessment Task 1
Student Performance Evidence checklist: The evidence you need to submit for
summative assessment
Assessment Activity 1.
For this Assessment Activity, you will be required to develop a report outlining a company’s:
needs, requirements and information technology capabilities relevant to the design and
production of documents and
the documentation standards they will require to meet their organisational
requirements
To assist you with these activities, as a Case Study, you can refer to relevant business
documents, policies, and procedures of Adept Owl Games Company (at Attachment 1).
Submit your final report to your Assessor, as evidence for summative assessment.
During this Assessment Activity, you will be observed by your Assessor establishing
documentation standards.
Assessment Activity 2.
Following on from Assessment Activity 1, as a Case Study, for Adept Owl Games Company, you
now will be required to:
design their letterhead template and expenses spreadsheet,
test these documents, and
amend document templates where required
for this company, in accordance with the document standards you developed in Assessment
Activity 1.
Once you have developed the Adept Owl Games Company letterhead template and expenses
spreadsheet, you then will be required to provide a sample of these documents to the
management and staff of Adept Owl Games Company to:
obtain feedback, and
make amendments as necessary to ensure maximum efficiency and quality of
presentation.
Note – Your Assessor will role-play a staff member of Adept Owl Games Company for this
activity.
When you have developed the letterhead template and expenses spreadsheet submit them to
the management and staff of Adept Owl Games Company (your Assessor) as evidence, for
summative assessment. If changes are required, make the amendments as necessary to ensure
maximum efficiency and quality of presentation, and then submit your final documents to your
Assessor, as additional evidence for summative assessment.
During these Activities, you will be observed by your Assessor managing template design and
development.
BSBADM506 Manage business document design and development
Vocational Training Institute RTO 41111, CRICOS 03487C Page 9 of 52
Version 2.1 Nov 2018
Assessment Activity 3.
Following on from Assessment Activity 1, as a Case Study, for Adept Owl Games Company, for
this Assessment Activity, you now will be required to:
Develop and implement documentation and training to support the use of standard
templates and macros that you have developed for the Adept Owl Games Company
This will require you to develop standard texts for these documents. To assist you in the
development of these texts you will need to:
o Evaluate the complex technical functions of software for their usefulness in
automating aspects of standard document production
o Match the requirements of each document with software functions to allow
efficient production of the documents
o Test any macros included in these documents to ensure they meet the
requirements of each document in accordance with the documentation
standards
In addition, you also will be required to develop and implement strategies to ensure the use of
these documents. Accordingly, you will be required to:
develop and implement a training session on the use of the standard templates and
macros and as a result of this training adjust the content and level of detail to suit user
needs.
It is suggested that for this training session you:
o Prepare explanatory notes, as a handout at the beginning of the training session,
for the use of standard templates and macros using content, format and
language style to suit existing and future users; and
o Produce, circulate, name and store master files and print copies of templates
and macros in accordance with organisational requirements for this training
session
Note - Your Assessor will role-play one of Adept Owl Games Company’s staff at this training
session.
When you have developed the texts for these documents, your training plan and handouts,
submit them to your Assessor, as evidence for summative assessment. If changes are required to
any of the texts or handouts as a result of the training session, make the amendments as
necessary, and then submit your amended documents to your Assessor, as additional evidence
for summative assessment.
BSBADM506 Manage business document design and development
Vocational Training Institute RTO 41111, CRICOS 03487C Page 10 of 52
Version 2.1 Nov 2018
Assessment Activity 4.
After completing all of the above 3 Assessment Activities, as a Case Study, you will now be
required to develop a report outing how you believe the Adept Owl Games Company should
develop and implement strategies for maintenance and continuous improvement of their
standard documentation.
This report should specifically cover:
How the Adept Owl Games Company should monitor the use of standard
documentation templates and macros, and how they should evaluate the quality of
documents produced against documentation standards
How the Adept Owl Games Company should review their documentation standards
against the changing needs of their organisation, and how they should plan to
implement improvements in accordance with their organisational procedures
When you have developed your report, submit it to your Assessor, as evidence for summative
assessment.
Your Assessor will use the Observable Behaviours – Assessment Task 1 – Assessor Checklist to
ensure that you have completed all the assessment requirements for this Assessment Task.
or this Assessment Task you will be required to answer questions on a separate, typed sheet:
Question 1. Describe document production processes
Question 2. Identify costs involved with the implementation of standard
documentation
Question 3. Explain the software applications relevant to document design and
development in the organisation
Question 4. Identify key provisions of relevant legislation and regulations, codes
and standards affecting document production
Question 5. Outline organisational policies and procedures relating to document
production
Question 6. List sources of expertise available externally to the organisation or
workgroup
Your Assessor will use the Knowledge Evidence – Assessment Task 2 Assessor Checklist - to
ensure that you have completed all the assessment requirements for this Assessment Task.
Sample Solution