You are on page 1of 31

Student Assessment Guide

SIT60316 : Advanced Diploma of Hospitality Management

BSBI TU306

Design and produce business Documents

STUDENT NAME :
______________________________________________________

STUDENT ID :
_________________________________________________________
This page is intentionally left blank

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 2 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
ASSESSMENT RECEIPT FORM
STUDENT NAME:
STUDENT ID:
COURSE CODE:
COURSE TITLE:
TRAINER’S/ASSESSOR’S NAME:
DUE DATE
UNIT CODE AND DESCRIPTION BSBITU306 - Design and produce business documents
NOTE:
1. This form must be stapled on top of the Assessment Workbook upon submission.
2. This Assessment Receipt Form must be dated and signed in.

DECLARATION
1. I am aware that penalties exist for plagiarism and academic dishonesty.
2. I am aware of the requirements set by my Trainer/Assessor.
3. I have retained a copy of my Assessment.

Student Signature: Date:

ASSESSMENT RECEIVED BY Altec College Staff


Name:
Date:
Signature:

================================= Tear Here ===========================


Students must retain this as a Record of Submission.

Assessment Handed On:

Unit Code & Description: BSBITU306 - Design and produce business documents

PASS GLOBAL PTY LTD t/a ALTEC COLLEGE Student


Assessment Received by:
Altec College
Staff Name: Student ID:
_____________________________________ ______________________________________

Signature: Student Signature:


_______________________________________ ______________________________________

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 3 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
ABOUT THIS BOOKLET

This assessment booklet and tools has been designed for students undertaking face to face mode of
study to provide information before students take assessments and contains assessment tools to
assess the skills and knowledge required from students to be deemed competent in this unit.

This booklet might not be suitable for students taking other modes of study e.g., online or work based.

Please read all the information given to you when you receive this assessment booklet. If you do not
understand any part of this booklet, please inform your assessor/trainer.

The assessment booklet contains two (2) parts:

PART 1: Assessment Information: This part contains information on assessments for this unit of
competency and how assessment will be conducted throughout unit to achieve the competency. It
includes:

• Application of the unit of competency


• Purpose of assessment
• Elements, performance evidence and knowledge evidence requirements of the unit
• Conditions, context, required resources and location of the assessment.
• Assessment tasks.
• Outline of evidence to be collected.
• Administration, recording and reporting the requirements including special adjustments,
appeals, reasonable adjustments and assessors’ intervention.

PART 2: Assessment Tasks: This part contains the information to successfully undertake the
assessment task. In each assessment task, students will find the following information:
• Task instructions.
• Role play / Case study /Practical Demonstration/ Scenario information.
• Information on resources required, where applicable.
• Appendix 1- Resources required for the unit.
• Appendix 2- Style Guide
• Appendix 3- Document Checklist

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 4 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
PART 1
Assessment Information

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 5 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
Application of the unit of competency:
This unit describes the skills and knowledge required to design and produce various business
documents and publications. It includes selecting and using a range of functions on a variety of
computer applications.

It applies to individuals who possess fundamental skills in computer operations and keyboarding.
They may exercise discretion and judgement using appropriate theoretical knowledge of document
design and production to provide technical advice and support to a team.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

Purpose of assessment:
The purpose of assessment is to determine competency in the unit BSBITU306 - Design and produce
business documents.
Elements
1. Select and prepare resources.

2. Design document.

3. Produce document.

4. Finalise document.

Performance evidence:
Evidence of the ability to:

• analyse information from a range of sources to identify current procedures, practices and
compliance requirements in relation to environmental and resource sustainability
• consult and communicate with relevant stakeholders to seek input and encourage
engagement with developing and implementing sustainability improvements, encourage
feedback and suggestions and report on outcomes
• plan and organise work group activities to:
 measure current resource usage
 solve problems and generate ideas for improvements
 evaluate and implement strategies to improve resource usage
 plan, implement and integrate improvements into operations
 meet environmental requirements
• apply continuous improvement approach to sustainability performance
• apply change management techniques to support sustainability performance.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least
once.

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 6 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

• identify relevant internal and external sources of information and explain how they can be
used to identify sustainability improvements
• explain the compliance requirements for the work area with reference to legislation,
regulations, codes of practice and workplace procedures that relate to environmental and
resource issues
• outline common environmental and energy efficiency issues within the industry
• give examples of benchmarks for environmental and resource sustainability that are
relevant to the organisation
• outline organisational systems and procedures that relate to environmental and resource
sustainability improvements including:
 supply chain, procurement and purchasing
 quality assurance
 making recommendations and seeking approvals.

Context and conditions for assessments:


To comply with the assessment condition of this unit:
• Altec College will conduct assessment for this unit in its classroom located at Level 8, 620
Bourke Street Melbourne VIC 3000 / 73-81 Murray Street Hobart TAS 7000.
• You will have access to range of documents like organisational procedures, relevant
software applications, etc. needed for the assessment (Please refer Appendix1 at the end of
this assessment tool for detailed list of assessment resources).
• Knowledge assessment for this unit will be conducted at Altec College Classrooms for the
theory component of the course are delivered at Level 8, 620 Bourke Street Melbourne VIC
3000 / 73-81 Murray Street Hobart TAS 7000.
• All Altec College assessor those are assessing this unit will satisfy the requirements specified
in Standards for Registered Training Organisations’ requirements for assessors.

Resources Required:

The assessor will ensure that assessment is conducted in a safe environment and you have access to
the following resources for the unit Computers with access to internet and printers.
• Learner guide for unit BSBITU306.
• Access to Altec College classroom and with access to equipment and documents defined in
conditions of assessment above and in Appendix at the end of the guide.

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 7 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
Clustering/holistic assessment:

There is no provision for clustering of assessments in this unit.

Competency Requirements:

To be judged competent in this unit, you will be required to demonstrate all indicators which are
shown in the Marking Guide (assessor’s document).

You must satisfactorily complete all assessment tasks to be Competent (C) in the unit. Students with
unsatisfactory completion of any of the assignment tasks will be deemed Not Yet Competent (NYC).

Assessors will ensure that the evidence collected meets the requirements of the Rules of Evidence
(authentic, current, sufficient and valid) prior to entering results into the competency record sheet.

Students unsuccessful at achieving “Satisfactory” for any assessment at the first attempt will be
given two opportunities for reassessment. If the student is still deemed Not Yet Competent (NYC)
after two reassessments in a unit of competency student will be required to repeat the unit as per
the scheduled delivery of the course. For further details, refer to Altec College Re-Assessment Policy
and Altec College Course Progress Policy.

Assessment Task:

To achieve competency in this unit, you must satisfactorily complete all the following assessment
tasks within the date and time specified in the session plan. This will demonstrate that you have all
the required skills and knowledge for this unit.

Assessment Assessment Description Due Date Location of


Tasks Assessment

Assessment This assessment includes a series of questions Needs to be


Task 1 (AT1) – you are required to answer; they need to completed in
Written answer all questions correctly. the Altec
Knowledge College
You will be given 120 minutes to complete this
Questions classroom
task.
Assessment This assessment contains project. You are Needs to be
Task 2 (AT2) – required to go through given scenarios and completed in
Project complete given tasks and answer the given the class room
questions.

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 8 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
Outline of evidence to be collected:

You must submit the following evidence to be marked competent for this unit. Your assessor will
ensure that the evidence submitted meets the Rules of Evidence which are valid, sufficient, current
and authentic.

Assessment Task 1 • Answer all questions correctly in the Written Knowledge Questions
(AT1) – Written and submit to the assessor electronically or paper-based.
Knowledge Questions • Complete and sign the cover sheet for assessment task.

Assessment Task 2 • Complete project in assessment task.


(AT2) – Project • Complete given tasks.
• Complete and sign the cover sheet for assessment task.

Administration, recording and reporting requirements:


You must read and follow this information carefully while completing assessments for this unit of
competency and if you are unsure of any instruction, please contact your assessor to clarify.

The assessments are intended to be equitable, fair and flexible.

Submission of assessment:

You must ensure that the completed assessment tasks are submitted along with the assessment
cover sheet:

• Your assessor will mark the submitted assessment, provide feedback to you and complete the
comments section against each task, where applicable.
• ALL tasks must be completed in legible English. It is preferred that the tasks submitted for
assessments are typed and that they are legible and clear, if handwritten.
• You must submit all assessments on or before the due date specified by the assessor as per
the training plan.
• Extensions for individual assessment tasks may be negotiated in specific circumstances with
your assessor/trainer. However, you need to provide genuine evidence documents when
seeking an extension to due date (e.g. extensions due to illness will require a medical
certificate). To arrange an extension, you must speak to your assessor prior to the due date.
Extensions must be confirmed by the trainer in writing.
• You are permitted to use dictionaries and to seek support (as required) unless it puts in
jeopardy the integrity of the assessment, your assessor will let you know if this is the case.
• Unless the assessment task specifically allows pair work or group activities such as
brainstorming, you must submit your own original work and must not copy the work of other
students. Plagiarism is unacceptable.
• You can submit your assessment tasks through the hand in hard copies in the classroom.

Recording an assessment result:

Once the assessments have been completed, the assessor will record the assessment results on the
student assessment record sheets and all results will be approved by the course coordinator.

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 9 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
Assessors will check that you have completed the student declaration prior to filling out the
assessment sheet.
Retaining assessment records:
Altec College will securely retain all completed student assessment items for each student for a
period of 18 months from the date on which the judgement of competence for the student was
made. Altec College will also retain sufficient data to be able to reissue AQF certification
documentation for a period of 30 years.

All assessment records submitted to the assessor for marking will be stored and retained properly.
And a hard copy submitted to student administration for filing along with the evidence.
The assessor will ensure that the student records are securely retained in accordance with the Altec
College record control policy accessible by the Student Administration Officer.
Assessment outcomes:
For unit of competency:

There are two outcomes for assessments: C = Competent and NYC = Not Yet Competent (requires
more training and experience).
You will be awarded C = Competent on completion of the unit when the assessor is satisfied that you
have completed all assessments and have provided the appropriate evidence required to meet all
criteria in line with the Rules of Evidence. If you fail to meet this requirement, you will receive the
result NYC = Not Yet Competent and will be eligible to be re-assessed in accordance with the Altec
College Re-Assessment Policy and Altec College Course Progress Policy.

For assessment task:

There are two assessment outcomes for tasks. S = Satisfactory and NS = Not Satisfactory.
On the individual assessment cover sheet for assessment tasks, you will be marked Satisfactory, if you
have completed the task successfully, submitted all evidence and satisfied the assessment criteria and
Not Satisfactory, if you have not completed the task, the evidence is not sufficient or does not meet
the requirements of the assessment criteria.

Re-assessment:
If you are unsuccessful at achieving competency at the first attempt, you will be given two further
opportunities for re-assessment at a mutually agreed time and date. For further details, refer to the
Altec College Re-Assessment Policy and Altec College Course Progress Policy. As this is a competency-
based program, the assessment continues throughout the program until you either achieve
Competency in the assessment tasks or a further training need is identified and addressed.
Student access to records:

You have the right to access current and accurate records of your participation and results at any
time. You can see your results or attendance progress by requesting a copy of your records by
contacting the student administration and the assessor.

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 10 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
Support:
You may seek clarification about the assessment information and the instructions and tasks at any
time from the assessor.

Reasonable adjustments and special learning needs:

Altec College works to ensure that students with recognized disadvantages can access and
participate in education and training on the same basis as other students. Disadvantages may be
based, for example, upon age, cultural background, physical disability, limited or non-current
industry experience, language, numeracy or digital literacy issues.

Where pre-training interviews and assessments reveal that a student may require special support or
where, after enrolment, it is made apparent that the student requires special support, reasonable
adjustments will be made to the learning environment, training delivery, learning resources and/or
assessment tasks to accommodate the particular needs of the student. An adjustment is reasonable
if it can accommodate the student’s particular needs, while also taking into account factors such as
the student’s views, the potential effect of the adjustment on the student and others and the costs
and benefits of making the adjustment.

Any adjustments made must:

a. Be discussed, agreed and documented in the assessment record


b. Benefit the student.
c. Maintain the integrity of the competency standards and course requirements as stipulated in
the training package.
d. Be reasonable to expect in a workplace.
Reasonable adjustment may consist of:

a. Providing additional time for students to complete learning and assessment tasks.
b. Presenting questions orally for students with literacy issues.
c. Asking questions in a relevant practical context.
d. Using large print material.
e. Extending the course duration.
f. Presenting work instructions in diagrammatic or pictorial form instead of words and sentences.
Complaints and appeals:
If you are dissatisfied with an assessment outcome, you may appeal the assessment decision. In the
first instance, you are encouraged to appeal informally by contacting the assessor and discussing the
matter with them. If you are dissatisfied with the outcome of such discussion, you may appeal
further to either the course coordinator and/or Head of Department. If you are still dissatisfied, you
may appeal formally and in writing to have the result reviewed. For more information, refer to the
Assessment Policy and the Complaints and Appeals Policy and Procedures.

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 11 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
Assessor intervention:

Assessors will check if you are ready for the assessment, and defer the assessment if you are not.
Feedback will be given to you at the completion of the assessment. During role play, the assessor
may act as a client or employer, where required, but the assessor will not interfere with the
assessment. If the assessment activities might impact on your safety or that of others, the assessor
will stop the assessment immediately.

Plagiarism, cheating and assessment dishonesty:

Altec College considers plagiarism and cheating as a serious misdemeanour. Evidence of plagiarism
and cheating is treated on a case-by-case basis and the consequences for students engaging in such
practices may include failure of the assessment or unit or exclusion from the course. For more
information, refer to Altec College’s Assessment Policy.

Assessor feedback:

Assessors will provide feedback on the assessment that you have submitted. This can identify your
strengths and weaknesses or be an overall comment on your submission. A copy of the feedback
along with your submission will be given to you and you must keep a copy of it throughout the
completion of the course.

Student Declaration:
I __________________________________________________________ (Student Name) have read
and understand the information provided above and also understand and accept that any act of
plagiarism and academic dishonesty may have penalties including cancellation or suspension of my
enrolment with ALTEC College. I further declare that:

• All assessment work submitted for this unit competency is my own original work and plagiarism
and collusion has not occurred.
• Assessment work has not been copied or submitted for any other unit/course.
• I have taken proper care and effort to ensure my work has not been copied by another person.
• I have retained a copy of this assessment for my own records in the event I have to reproduce
my work.
• I am aware that any assessment deemed unsatisfactory will require me to undergo
reassessment which may be different to the one originally submitted.

Student Signature: _____________________________ Date: _____/______/______

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 12 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
PART 2
Assessment Tasks

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 13 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
Assessment Cover Sheet: Assessment Task 1 (AT1)
Student Detail
Student Name
Student Id:
Group No (If Applicable):
Assessment Details
Unit of Competency BSBITU306 - Design and produce business documents.
Assessment Task Written Knowledge Questions
Due Date
Date of Submission
Assessment Outcome Satisfactory □ Not Satisfactory □ Not completed □
Date
Assessor name
Assessor Signature and Date
Comments/Feedback

Student Plagiarism Declaration: By submitting this assessment to the college, I declare that this
assessment task is original and has not been copied or taken from another source except where
this work has been correctly acknowledged. I have made a photocopy or electronic copy or
photograph of my assessment task, which I can produce if the original is lost.
Assessor Student
I declare that I have conducted a fair, valid, reliable I have received, discussed and accepted my
and flexible assessment with this student, and I result as above for this task and I am aware
have provided appropriate feedback. I also declare of my appeal rights.
that I have undertaken the indicated assessment
integrity checks

Google check for plagiarism  Yes No


Check for Copying/Collusion  Yes No
Check for Authenticity (own work)  Yes No
Cheating or use of model answers  Yes No

Signature: Signature:
______________________________________ _________________________________

Date: Date:
_________________________________________ ____________________________________

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 14 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
Assessment task 1: Written Knowledge Questions
Required documents and equipment:

• Computer with internet connection to refer to various resources.


• Student assessment booklet and a pen (organized by the student).
• Altec College Learners’ resources for the unit BSBITU306 - Design and produce business
documents. (Organised by the trainer).
• Learners’ notes.

Instructions for Student:

This assessment will be conducted in the Altec College classroom with access to the resources listed
above.

You must answer all knowledge questions as part of this assessment and you can submit answers in
paper-based. The assessor will verify the authenticity of your work by asking questions regarding
the answers provided. You must satisfactorily answer all knowledge questions to be deemed
Satisfactory for this assessment.

Planning the assessment

• Recommended date for assessment: [Trainer to provide]


• Access all resources mentioned in required resources either printed copies or access via the
internet
• Time required for assessment: 120 mins
• You must:
 Answer all the questions satisfactorily to be deemed competent
 Complete the assessment and submit in due timelines
 Submit with a completed assessment cover sheet
• Your assessor will set a time to provide feedback

Evidence specifications:
At the end of the assessment, you will be required to submit the following evidence before the due
date specified by the assessor:
• Completed Student Assessment Booklet with all questions answered.

• Completed and signed cover sheet for assessment

Evidence submission:
• Documentation can be submitted electronically or paper-based.
• Assessor will record the assessment outcome on the assessment cover sheet.

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 15 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
Q1: Provide a brief explanation of at least three software applications that can be used to
develop business documents. For each software application give an example of a business
document that can be developed using the software.

Q2: Outline three functions of word processing software.

Q3: Describe the two ways that Word documents can be formatted.

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 16 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
Q4: Discuss three ways that formatting can be used to improve the appearance and readability
of a document.

Q5: Outline two main features of Power Point.

Q6: Explain the purpose of a style guide.

Q7: List three examples of information that could be included in a style guide.

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 17 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
Q8: Give three style choices that will enhance a document and make it easier to write it.

Q9: List at least two barriers to successfully implementing an organisation’s policies and
procedures. Suggest a strategy that could address each of these.

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 18 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
Assessment Cover Sheet: Assessment Task 2 (AT2)
Student Detail
Student Name
Student Id:
Group No (If Applicable):
Assessment Details
Unit of Competency BSBITU306 - Design and produce business documents
Assessment Task Project
Due Date
Date of Submission
Assessment Outcome Satisfactory □ Not Satisfactory □ Not completed □
Date
Assessor name
Assessor Signature and Date
Comments/Feedback

Student Plagiarism Declaration: By submitting this assessment to the college, I declare that this
assessment task is original and has not been copied or taken from another source except where
this work has been correctly acknowledged. I have made a photocopy or electronic copy or
photograph of my assessment task, which I can produce if the original is lost.
Assessor Student
I declare that I have conducted a fair, valid, I have received, discussed and accepted my
reliable and flexible assessment with this student, result as above for this task and I am aware
and I have provided appropriate feedback. I also of my appeal rights.
declare that I have undertaken the indicated
assessment integrity checks

Google check for plagiarism  Yes No


Check for Copying/Collusion  Yes No
Check for Authenticity (own work)  Yes No
Cheating or use of model answers  Yes No

Signature: Signature:
_____________________________________ _________________________________

Date: Date:
_________________________________________ __________________________________

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 19 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
Assessment task 2: Project
Required documents and equipment:
• Computer with internet connection with access to Microsoft Office installed.
• Student assessment booklet and a pen (organized by the student).
• Altec College Learners’ resources for the unit BSBITU306 - Design and produce business
documents (organised by the trainer).
• Learners’ notes.
• Appendix 2 Style guide.
• Appendix 3 Document Checklist.

Instructions for student:


This assessment will be conducted in the Altec College classroom with access to the resources listed
above. You will be required to develop business documents for the simulated company.
You must satisfactorily perform all tasks to be deemed satisfactory for the assessment.

Planning the assessment


• Recommended date for assessment: [Trainer to provide]
• Access all resources mentioned in required resources either printed copies or access via the
internet
• Time required for assessment: 8 hours
• You must:
 Produce all evidence as required.
 Complete the assessment and submit in due timelines.
 Submit with a completed assessment cover sheet.
• Your assessor will set a time to provide feedback.
Evidence specifications:
At the end of the assessment, you will be required to submit the following evidence before the due
date specified by the assessor:
• Soft copy of the final draft through email (newsletter)
• Hard copy of the final newsletter
• Hard copy of marked up 3rd draft (newsletter)
• Screenshot of the all files and the folder where the drafts are saved. (newsletter)
• Soft copy of the final draft through email (presentation)
• Hard copy of the final presentation
• Hard copy of marked up 2nd draft (presentation)
• Screenshot of the all files and the folder where the drafts are saved (presentation)
• Completed and signed cover sheet for assessment
Evidence submission:
• Documentation can be submitted electronically or paper-based.
• Assessor will record the assessment outcome on the assessment cover sheet.

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 20 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
AT2 – Project

Scenario
You are the Administration Officer for Smith & Smith Accountants. Your main duties as the
Administration Officer include administering the day to day activities of the office, including
organising meetings and travel, producing a range of business documents, providing assistance
and support to all senior managers, and answering a range of client enquiries.
As the Administration Officer, it is your responsibility to design and produce the monthly staff
newsletter based on information provided to you by the Office Manager. The newsletter has
only recently been implemented as an initiative designed to keep employees up to date and to
improve employee morale.
Each month, the newsletter includes a number of regular items including industry spotlight,
health at work, employee spotlight, new clients and news and upcoming events.

Industry spotlight:

This month’s focus will be a review of Covid and Your Tax Return. You are required to provide a brief
outline of the content of the following article and provide a link to the article in the newsletter. Your
outline should be written in your own words, include approximately 2 or 3 sentences for each of
impacts listed encourage staff members to read information at the link below:

Source credit: https://www.etax.com.au/your-tax-return-and-covid/

Health at work:

This month’s focus will be on tips for staff to focus on signs of a Mentally Healthy Workplace. You
are required to provide a brief outline of the content of the following article and provide a link to the
article in the newsletter. Your outline should be 3 – 4 sentences and encourage staff members to
read information at the link below:

Source Credit: https://www.peoplesense.com.au/news/article/14022022-239/7-signs-of-a-mentally-


healthy-workplace-according-to-research

Employee spotlight

Each month the newsletter includes a focus on a staff member. The purpose of this section of the
newsletter is to provide introduce staff members and their interests outside of work. A photo of the
staff member is included as well as responses to the following questions:

• What is your role at Smith & Smith Accountants?


• What kind of hobbies and interests do you have outside work?
• What is one thing you couldn’t live without?
• What is your hidden talent?
• What is your favourite movie and book and why?

This month the employee spotlight will be on you as the Administration Officer. You will need to
take a photo of yourself for inclusion in the newsletter and provide a response to each of the
questions above. Your response for each question should be limited to 3 or 4 sentences. You should
take the photo of yourself using a Smart Phone or iPad or similar device and import the photo onto
your computer and then into the staff newsletter.

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 21 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
New client information:

Provide information to staff about a new client. Imagine that this client is the business at the link
below:

Source Credit: http://www.mpainting.com.au/

News and upcoming events

Advertise the upcoming event to raise funds for charity.

Source Credit: https://www.onlymelbourne.com.au/walk-in-the-park

Task 1:

PART A:

To complete the task, you must:

• Produce a draft of the newsletter.


 This part of the assessment task requires you to develop the first draft of the
newsletter. Use the Newsletter Template in MS word and the Smith & Smith Style
Guide (Appendix 2) for formatting choices.
 When you have completed the first draft of the newsletter, you must save the draft
according to the naming conventions documented in the Style Guide and in the
required folder. Note you will be required to submit a soft copy of all files showing
all versions of the newsletter from first draft to final to your assessor.
• When you have completed this, you must review their first draft of the newsletter against
the document checklist (Appendix 3), consulting the Smith & Smith’s Style Guide to ensure
that you have met all the Style Guide requirements.
• Produce a second draft of the newsletter.
 You must edit your first draft of the newsletter, drawing on insights gained during
your review.
 You must save this updated version (second draft) of the newsletter in the relevant
folder.
• You must submit the hard copies of your marked up document checklist.
• You must submit soft copies of both drafts in an email to the assessor.

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 22 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
PART B:
• You must conduct and participate in a meeting role play with the Office Manager (Assessor)
• At the meeting, the Manger will also provide the you with some additional information
about design requirements, which you must follow when developing the newsletter.

Student Role play instruction:

• Play the role of the administration officer seeking feedback on the drafts shared with the
office manager earlier.
• Clarify and confirm changes to be made to the newsletter draft with the office manager.
• After feedback make the changes and print out the 3rd draft.
• Proofread the printed document (3rd draft), marking the pages with pencil or pen to indicate
changes that you would make.
• Produce the final draft and submit the following:
 Soft copy of the final draft through email
 Hard copy of the final newsletter
 Hard copy of marked up 3rd draft
 Screenshot of the all files and the folder where the drafts are saved.

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 23 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
Task 2:

PART A:

This assessment task requires you to develop a Power Point using Power Point softwareand to
email the Power Points to the Officer Manager using email software.

Scenario Information
All new staff members at Smith & Smith Accountants are required to participate in an induction. It has
recently been identified that new staff members also need to be inducted in setting up their work station
to meet health and safety requirements.
Your Manager has asked you to develop a short PowerPoint presentation that can be provided to staff as
part of their induction to assist them to set up their workstation correctly.
Your Manager has asked you to develop a PowerPoint presentation based on the following information:

Source Credit- http://www.wikihow.com/Set-Up-an-Ergonomically-Correct-Workstation

The presentation must be in student’s own words and developed according to the Style Guide.
Students must use images to illustrate points. Students are not being expected to present the work, so
it must be able to stand alone as a document, and it will be marked as such.

To complete the task, you must:

• Make notes on the presentation that you will develop.


 Review the requirements for the task as set out in the scenario information, as well as the
Style Guide. Then, to prepare for a meeting with the Office Manager, develop and type
up notes on the key requirements of the task including:
o The software you will use to complete the task.
o An outline of the layout and style of the presentation asset out in the Style Guide.
o Design elements of the presentation, including the templates you have selected.
o Understanding of the content of the PowerPoint presentation.
 PowerPoint presentations should be made using the right template as per requirements.
 Use the default font type and size as per the template and increase the size of font if
required.
 Don’t go into detail, just add the main points.
 Use only key points and graphics to hold the interest of audience.
o Microsoft Office 365 will be used to complete the task
 layout- Glow VTI
 Theme colour- Red Accent 1 Headings Font Bell MT (Headings)
 Content Font- Avenir Next LT Pro (Body)
o Design elements are as follows:
 Presentation Title
 How to maintain Ergonomically Workstation
 Steps to maintain a good posture

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 24 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
 Office ergonomic Your how to guide.
 Setting up the desk
o Understanding of presentation
 Designing a general look of the presentation
 Saving the draft as per Style Guide
 Assigning the version to the file
o Requesting a meeting
 Write an email to the Office Manager.
 Include the notes along with the first draft.
 Request for the time and date of your meeting.
• Develop a first draft of the presentation.
 This part of the assessment task requires you to develop only the first draft of the
PowerPoint presentation. You must remember that this is not your final draft, and that
you will be making numerous changes to it before you have the final draft.
 When you have completed the first draft of the presentation, you must save the draft
according to the naming conventions documented in the Style Guide and in the required
folder. Note that you will be required to submit a screen shot of the final folder and files.
The files should show all versions of the presentation from first draft to final.
• You must draft an email to the Office Manager (assessor), requesting a meeting.

PART B:

• Conduct and participate in a meeting role play with the Office Manager.
• The purpose of the meeting with the Office Manager is to discuss and confirm the format and
style of the PowerPoint presentation as set out in the notes you have developed

Student Role play instruction:

• Play the role of the administration officer seeking feedback on the drafts shared with the office
manager earlier.
• Clarify and confirm changes to be made to the presentation draft with the office manager.
• After feedback make the changes print out draft the 2nd draft.
• Proofread the printed document, marking the pages with pencil or pen to indicate changes that
would be made.
• Produce the final draft and submit the following:
 Soft copy of the final draft through email
 Hard copy of the final presentation
 Hard copy of marked up 2nd draft
 Screenshot of the all files and the folder where the drafts are saved.

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 25 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
Appendix 1- Assessment resource in Altec College classroom
Altec College will conduct practical assessment for this unit in its classroom located Level 8, 620 Bourke
Street Melbourne VIC 3000 / 73-81 Murray Street Hobart TAS 7000 where typical activities
experienced in the information and communications technology – IT use field of work and include access
to in the sustainability field of work and include access to:
• office equipment and resources
• relevant software applications
• examples of style guides
• organisational procedures.

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 27 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
Appendix 2 – Style Guide

Purpose of the Guide

The purpose of this document is to help individuals and departments to prepare companydocumentation
consistent with the Smith & Smith Accountants corporate style.

The Style Guide explains the style to be applied to company documentation, together withinformation on
typography, and advice for writing and producing documents.

It is recognised that there will be documentation which is outside these guidelines, but thegeneral format
should be followed wherever possible.

This Style Guide has been developed to encompass the character of Smith & Smith Accountants and
reflects the new progressive approach to the expansion of the organisation whilst still maintaining the
sense of tradition and history.

Writing Style

Composition should be concise, friendly, and professional in keeping with the missionstatement of Smith
& Smith Accountants. Documents should be visually appealing and use unambiguous language.

Standard Operating Environment

Smith & Smith Accountant’s standard operating environment (SOE) is Microsoft Windows.

Documentation should be produced using Microsoft Word 2007 or higher. This will ensureportability of
files and consistency of operation.

Company logo

Smith & Smith Accountants logo must appear on all documentation. The logo is provided as a pdfimage at
the top of this document and should be included at the top of all documents.

As a registered trademark and symbolic of Smith & Smith Accountants, neither the company namenor
logo may be varied in any aspect (for example: ratio, typeface or colour).

Hyperlinks

Hyperlinks may be either:

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 28 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
Internet hyperlinks which take the reader to a web site if a modem is in use. Internethyperlinks must
begin with https://

Word hyperlinks appear as normal text in a printed document, but in an electronicdocument are
distinguished by the mouse cursor turning into the “pointing hand”shape when passing over it.

Templates

There are no standard templates for documents at Smith & Smith Accountants and writers mayuse their
own formats for documents as long as the Style Guide is followed.

Note that all letters sent to external parties must be signed by a Senior Accountant or SeniorManager.

Page Layout

Only A4 paper is to be used for Burleigh Accounts documents.The page margins must be as follows:

All margins (left, right, top and bottom) – 2.54cm

Header or footer 1.27cm from the margin line.

Headers and footers

Headers

Headers are used for all documents of more than one page. They contain the Smith & Smith Accountants
logo, the title of the document and the title of the current section (if applicable).The Smith & Smith
Accountants logo must appear at the top and centre of every document

Footers

Footers are used for all documents (except for letters and emails) and must contain thefilename, the
version of the document, the date and the page number.

Appearance

Styles

The standard font for all Smith & Smith Accountants documents is Arial 11. Headings should bebolded
with Heading 1 in 14 pt. and Heading 2 in 12 pt.

Printing

Printing must be double-sided where possible.All printing should be done on recycled paper.

Filing

Files must be named according to the file type e.g. Invoice 123. The version and the datemust also be
included.

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 29 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
All documents must be filed in the appropriate folder on Smith & Smith Accountants’ computersystem.

Current folders are:

• Administration
• Invoicing
• Correspondence
• Purchase orders
• Marketing
• Flyers
• Special offers
• Customer correspondence
• Staffing
• Staff files
• Human resources policies and procedures
• Newsletters (file by month)
• General Policies and Procedures, forms and supporting presentations
• Record keeping policies and procedure
• Record keeping presentations
• Record keeping forms
• Complaints handling policy and procedure
• Complaints presentations
• Complaints forms
• Work health and safety policy and procedure
• WHS presentations
• WHS forms

If there is no relevant folder, staff should create a new folder.

Privacy

Smith & Smith Accountants complies with the Privacy Act 1988 and the Australian PrivacyPrinciples.

When providing services, Smith & Smith Accountants will usually collect personal informationincluding the
client’s name, address and contact details and information specific to the service being delivered.

Smith & Smith Accountants will treat all client personal information confidentially and will notdisclose any
details to another person or organisation.

Access to information is restricted to the relevant authorised staff.

Information deemed inaccurate, irrelevant or out of date is destroyed.

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 30 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
Newsletter Style Guide

The following style points should be followed when designing and producing newsletters.

Format

• Use the business newsletter template from Microsoft Word.


• Use the fonts contained in the newsletter template.
• Keep it short.
• No more than 3 pages per newsletter publication.
• Keep it bright and clear.
• Break up blocks of text with photos, graphics or cartoons.
• Break up your pages with white space.
• Print in columns.
• Use sub-headings.
• Put text in boxes, or shaded paragraphs.

Copyright

Copyright must be taken into account. If a report or article is to be included, make sure you acknowledge
the author and/or source of the publication.

Email Style Guide

• All emails should be written as follows:


• Write a clear subject line.
• For clients use their first name or Mr or Mrs if preferred.
• Where the email is to all staff use “Dear All”.
• End the email with Yours Sincerely or Regards.
• For staff, use first names and use Kind Regards in closing.
• Use short paragraphs and insert blank lines between each paragraph.
• Use bullet points if applicable.
• Keep the email brief.
• Proof read the email at least once before sending it.

Power Point Style Guide

All PowerPoint presentations should be developed using a suitable template to reflect our corporate
colours.

Use the default heading fonts included in the selected template. Increase the font size as required.

Do not include too much text on each power point. Make key points and then notes to guide the
presenter.

Use images to break up the text and to illustrate points.

When printing out a copy of the presentation, have four or six slides per page for reviewing, and then
three slides per page with lines to the right of each slide for note taking.

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 31 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023
Appendix 3- Document checklist

Check Yes/No and comments and/or changes made to the


document.

Does the tone of the document reflect the


writing style required as per the style guide?

Is the tone in the document suitable for the


intended audience e.g. is it sufficiently
formal or informal?

Is the format of the document appropriateto


the purpose of the communication e.g.
letter for a formal communication?

Is the purpose of the document clear?

Is the document logically sequenced and


structured?

Is the document constructed in a logical


manner?

Has the document been proofread for


spelling, grammar, and overall readability?

What style guide requirements were


observed in developing the document?

Copyright: Instructions in this tool have been developed by NTA and Altec College for sole purpose of use by Pass Global Pty Ltd t/a ALTEC
College. Any part of these assessment instructions cannot be reproduced in full or part for without approval of Altec College and NTA which holds
authorship rights.

SIT60316 | BSBITU306 – Design and produce business documents


Student Assessment Guide | Version 1.1 P a g e 32 | 32
Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023

You might also like