BSBTEC601 Assessment 3

Assessment method-based instructions and guidelines:
Work Placement Task

Assessment type
• Project – Work placement task
Instructions provided to the student:

Please refer to the Student Assessment Information Pack for full details on instructions and the pre-
assessment checklist that you should check before attempting any assessment task.
Assessment task description:
• This is the third (3) assessment task you must successfully complete to be deemed
competent in this unit of competency.
• This assessment task requires you to complete a project.
• You are required to review and develop and distribute recommendations relating to the digital
strategy in this assessment task.
• You will receive your feedback within one (1) week, and you will be notified by your
trainer/assessor when results are available.
• You must attempt all activities of the project for your trainer/assessor to assess your
competency in this assessment task.
Applicable conditions:
• This project is untimed and is conducted as an open book assessment (this means you are
able to refer to your textbook).
• You must read and respond to all the criteria of the project.
• You may handwrite/use computers to answer the criteria of the project.
• You must complete the task independently.
• No marks or grades are allocated for this assessment task. The outcome of the task will be
Satisfactory or Not Satisfactory.
• As you complete this assessment task, you are predominately demonstrating your practical
skills, techniques and knowledge to your trainer/assessor.
• The trainer/assessor may ask you relevant questions on this assessment task to ensure that
this is your own work.
Resubmissions and reattempts:
• Where a student’s answers are deemed not satisfactory after the first attempt, a
resubmission attempt will be allowed.
• The student may speak to their trainer/assessor if they have any difficulty in completing this
task and require reasonable adjustments.
• For more information, please refer to the Training Organisation’s Student Handbook.
Location:
• This assessment task may be completed in:
☐ a classroom
☒ learning management system (i.e. Moodle),
BSBTEC601 Assessment 3 V1 Page 1 of 66
☐ workplace,
☐ or an independent learning environment.
• Your trainer/Assessor will provide further student information regarding the location for
completing this assessment task.
Purpose of the assessment
The purpose of this assessment task is to assess the student’s knowledge and skills essential to
review and develop and distribute recommendations relating to the digital strategy in a range of
contexts and industry settings.
• Skill to obtain and translate information about the organisation’s digital strategy policies,
processes, and objectives and develop a review methodology.
• Skill to prepare a review plan outlining the established review criteria, organisational
objectives, and information to be gathered and gain approval from the relevant stakeholders.
• Skill to obtain pertinent information in accordance with the review strategy.
• Skill to organise, interpret and evaluate information gathered against established review
criteria following the review plan.
• Skill to discuss issues related to information interpretation and address them appropriately
in consultation with relevant stakeholders and organise interpreted review information for
analysis.
• Skill to analyse review information in accordance with the review plan, and then review and
discuss the analysis’s outcomes and findings with relevant stakeholders.
• Skill to develop and discuss preliminary findings and any issues that have been identified
with relevant stakeholders.
• Skill to obtain any additional information needed to clarify aspects of the findings and issues
and prepare recommendations for improving digital strategy.
• Skill to draft report of the digital strategy review’s outcomes, findings, and recommendations
in accordance with the review plan and distribute the report to the stakeholders.
• Skill to edit the report based on the feedback obtained and proofread the report.
• Skill to present the final report and obtain approval from authorised stakeholders and
distribute the final report to them.
Task instructions
• This assessment task aims to assess the students’ skills essential to complete a set of
activities to review and develop and distribute recommendations relating to the digital
strategy.
• The student will take on the role of a Digital Strategy Manager in the workplace.
• The trainer/assessor will take on the Supervisor’s role or assign a Supervisor to each student.
• The trainer/assessor will further assign the role of an Operations Manager to a staff member.
• The Supervisor and the Operations Manager will be stakeholders of the project.
• The student must use the templates provided to document their responses.
• The student must follow the word limits specified in the templates.
• The trainer/assessor must assess the student using the performance checklist provided.

Assessment Task 3 - Work Placement Task
Work placement task:
In this assessment task, you will be required to demonstrate your skills and knowledge to review and
develop and distribute recommendations relating to the digital strategy in a workplace setting or a
simulated environment set up by your training organisation. This includes:
• Activity 1: Create a plan for reviewing the digital strategy.
• Activity 2: Gather review information and analyse the information gathered
• Activity 3: Determine the review results and findings
• Activity 4: Document and disseminate the review’s findings and recommendations.
Assessment environment
This assessment task must take place under the following conditions:
This assessment task must take place in any one of the following physical conditions:
• Physical condition 1: An environment set up by the training organisation that accurately

represents workplace conditions. The simulated environment must meet the following assessment
criteria.
For simulated environment, the training organisation must provide the student with the
following documents and resources:
• Relevant standards, laws, regulations, industry and organisational codes and standards
• Workplace equipment and resources relevant to performance evidence.
o Organisational digital strategy
o Digital strategy policy and procedures
o A Supervisor to provide the student with assistance throughout the assessment

activity.
o Computers
o Internet
o MS Word
o Printer

Note: The trainer/assessor can use the following documents given in this assessment task or
provide the student with the training organisation’s documents.
• Organisational digital strategy
• Digital strategy policy and procedures
• Physical condition 1: A workplace
Note: The student can use their own workplace setting. The trainer/assessor will assess the
workplace based on the assessment criteria mentioned below and will provide approval if the
workplace meets the requirements.
For the workplace, the student must submit the following documents with the complete
templates given in the assessment activities:
• Organisational digital strategy
• Digital strategy policy and procedures
Assessment criteria:
Your trainer/assessor will ensure that the simulated environment meets the following assessment
criteria.
Opportunities for students to: Yes/No/NA
A workplace setting or a simulated workplace must replicate real workplace

conditions to allow demonstration of the assessment activities.
The workplace setting or the simulated workplace must provide the student with
access to the following:
• Relevant standards, laws, regulations, industry and organisational codes

and standards
• Workplace equipment and resources relevant to performance evidence.
o Organisational digital strategy

o Digital strategy policy and procedures
o A Supervisor to provide the student with assistance throughout

the assessment activity.
o Computers
o Internet
o MS Word
o Printer
Standard operating/workplace procedures
Provide opportunities for the student to communicate with a range of internal

stakeholders.
Use up-to-date software and equipment
Work within stated timelines to meet deadlines
Access to legislation and regulations relevant to taxation and business operation.
Workplace environment to work with others in a team
Workplace environment to sufficient to communicate with diverse groups
Workplace sufficient to work independently and manage workload
Workplace simulated scenario
You are working as an Operations Manager in your workplace. Your Supervisor wants you to review and
develop and distribute recommendations relating to the digital strategy of the workplace. This includes:
• Creating a plan for reviewing the digital strategy.
• Gathering review information related to reviewing digital strategy.
• Analysing the information that has been gathered during the review of the digital strategy.
• Determining the review results and findings

• Documenting and disseminating the review’s findings and recommendations.
Your Supervisor has provided you with the following information:
• Digital strategy 2020-2023
• Digital strategy policies and procedures
Digital strategy 2020-2023
The training organisation’s Digital Strategic Vision and Strategy for 2020-2023 is outlined in this paper.
It explains how Information Services can support the training organisation’s operational operations
while facilitating transformation and growth through technological, digital, information, and application
strategies.
It recognises COVID’s fundamental shift and the need to build solutions that enable increased mobility
in a stable, long-term, and agile manner. Increasing the use of Cloud and managed services, remote
solutions and standardised platforms and centralising procurement and support services are only a few
examples.
All of this necessitates a new operating model and solution set and a cultural change that emphasises
collaborations, teamwork, and mutual results across the organisation.
It builds on the ‘empowering people through digital’ values and goals outlined in the Digital Strategy
and gives staff and students access to enabling technologies and digital resources through a variety of
foundation infrastructure and end-user channels, both locally, in the Cloud, and on mobile devices.
Our goal is to provide our users with applications and infrastructure that are reliable, scalable, resilient,
and performant. Information can be accessed at the right time, in the right environment, on the right
computer, in context, and in a safe manner, thanks to technology services.
This vision will be achieved by utilising current methods, systems, technology, processes, and
relationships and incorporating best practices and using new and evolving solutions. Some would
necessitate expenditure while existing funds will be redirected where appropriate.
Through the eyes of a staff member, a newly formed Digital Services will be highly visible, engaged,
supportive, responsive, and always professional in our approach. Our work will be based on best
practices in service management, process, governance, and policy, and our service reporting will be
improved.
The digital journey for the student must be seamless, with greater emphasis and focus placed on their
Digital wants, needs, and requirements. This is our goal.
Objectives of digital strategy
The following are the objectives of Digital Strategy:
• The need to stabilise, optimise, and transform existing service offerings.

• Adhere to the recommendations outlined in the 2018 Digital Strategy.
• Offer best-in-class foundation technology and digital services capabilities.
• Implement ‘best practise’ standards, frameworks, and processes to ensure service quality.
• Service and application evaluation.

• Better governance in cyber, delivery, and reporting.
• Put our employees and students at the heart of everything we do, and take pride in our service
delivery.
The re-branding of the Information Services Division (ISD) to Digital Services and the development of
a new working model, and the re-definition of the service offering will be critical.
We work in a spirit of partnership and collaboration to develop a more formalised approach to service
delivery, which may be disruptive in the early stages. We will develop and propose a centralised
approach to technology asset standardisation and procurement and a review of the funding model
required to enable this Digital Strategy.
• This Digital Strategy is built on a three-point strategy.

• Stabilisation, also known as “fixing what is broken.”
• Optimisation, or utilising what is already in place.
• Transformation entails designing, developing, and constructing a new service delivery model as
well as a long-term application and information strategy.
We must develop and adapt in order to enable transformation and growth, and while this strategy does
not call for additional funding, it may be necessary as we develop our delivery plans.
Strategic review and solutions
Examine existing technology and application solution sets, such as service offerings, organisational
structure, infrastructure, digital, technical, information and application estate, and cybersecurity
controls and plans.
Some technology sets in use are current, but others are old and need to be upgraded or replaced; this
is referred to as “technical debt,” and it will be reviewed as well.
Historically, solutions have been procured in a decentralised manner, making standardisation difficult
to accomplish, and ISD has little if any, regulation or influence in these environments. This is a security
risk that needs to be tackled.
Technical Cyber Security measures are in place, but they are not centrally controlled or delivered in a
consistent manner. This is a major risk that, if left unattended, could result in system failure, data loss,
financial loss, and harm to the training organisation’s reputation. This is something that needs to be
tackled.
As a result, Digital Services will constructively involve stakeholders.
• Examine, rationalise, and improve the necessary enabling infrastructure, commodity technology
platforms, and applications to support digital transformation and facilitate new ways of working.
• Create and encourage strategies that can help to standardise and consolidate solution sets.
• Listen to our customers and create programmes that facilitate information delivery at the right
time, in the right place, and on the right computer.
• Instil faith and belief in the work we do and the services we provide. The training organisation
functions will look to Digital Services as a trusted advisor and strategic partner.
• Develop a solid strategy for cybersecurity preparedness and response.

We’ll do so in a way that represents our values and behaviours, ensuring that Digital Services, staff,
and students have access to highly accessible infrastructure, content, digital, and technology services.
This will be made possible by:
• Making the most of existing infrastructure and technology platforms.

• Implementation of cutting-edge teaching and learning solutions, as well as technological
infrastructure.
• Commercially focused sourcing strategies must be implemented.
• Creation of digital partnerships and collaboration with suppliers to design and deploy scalable
solutions across the Higher Education economy.
• Standardisation
• Cybersecurity Investment
In doing so, digital services will:
• Examine all existing services and create a well-structured and clear service catalogue, including
details on service criticality, service response, and those services requiring 24x7 service and
support.
• Examine all Enterprise applications and collaborate to create a roadmap for future applications.
Digital strategy review – Gap analysis
The roadmap included in the Digital Strategy outlined a number of goals, deliverables, and outcomes
for each of the strategic themes. Although no timetable was established, delivery phasing was based
on a three-point approach, namely, Now “Baseline,” Soon “Transitional,” and “Future” Strategic.
It is unclear whether, when, or how each item advanced, but Digital Services will review each
deliverable and engage with stakeholders to determine its current and future state. This will be done
in conjunction with the application review, the results of which will be used to inform the future
application strategy and roadmap.
Cybersecurity
To combat the cyber threat, a multi-dimensional approach is required. Investment is required for
assessments, training, accreditation, tolling, and dealing with “technical debt.”
Cyber cannot be viewed as a nice-to-have, but rather as a necessity, and it cannot be limited to the
scope of Digital Services.
A campus review of cyber capability is required, with the results used to develop corrective plans for
priority areas and business cases to mitigate risk. In this regard, Digital Services will strive for Cyber
Essentials and Cyber Essentials Plus accreditation.
This is an important first step because the training organisation’s vulnerability to simple attacks may
mark it out as a target for more in-depth attention from cybercriminals. Cyber Essentials will give you
confidence that our defences will protect you from the majority of common cyber-attacks simply
because these attacks are looking for targets that do not have the Cyber Essentials technical controls
in place.

After achieving Cyber Essentials, we will progress to the more rigorous Cyber Essentials Plus
certification level.
As the Higher Education sector becomes a direct target for cybercriminals and high-profile attacks
occur across the sector, it is recommended that training organisations develop both tactical and
strategic plans to mitigate cyber threats.
This will necessitate the use of dedicated, experienced subject matter experts as well as external
assistance. Discussions with sector partners validate the importance of this approach and support the
hiring of a Chief Information Security Officer (CISO) and a Senior Security Technical Engineer. This
should be taken into account.
Application review and strategy
Through consultation, Digital Services will review all applications and develop a roadmap to identify
those that can be tolerated, eliminated, invested in, or migrated, for example, to the Cloud or as part
of a Managed Service. This strategy will also be applied to infrastructure and services.
Assessment is based on a methodology that governs software applications throughout their entire life
cycle in order to support changing business requirements.
As a result of the application review, a detailed application strategy and roadmap will be provided.
A high-level view of the existing tier-1 application estate is provided below, demonstrating that
elements of the 2018 Digital Strategy are being implemented, with some applications already migrated
to the Cloud and delivered as “Software as a Service,” or SaaS.
Banner Student Record System, E5 Financials, and Cognos Business Intelligence are examples of
outliers that require further investigation. These issues must be addressed.
Skype for business is being phased out and will be replaced by Microsoft Teams, which is also available
as a SaaS service.

Digital Services is renewing the existing licence for the Banner Student Record System for another two
years, until 2022. This time will be used to consider the application’s long-term future needs, such as
potential renewal and delivery as a Managed Service, in which hosting is provided in the Cloud as part
of a Software as a Service (SaaS) approach.
Service model
The service modelling approach is depicted below and is based on the SIAM model (Service Integration
& Management).
SIAM is widely regarded as a “best practice” approach to delivering technology and digital services. In
the case of Digital Services, this includes a combination of business and digital information technology
solutions that work together to form a single business-facing organisation.
SIAM aims to seamlessly integrate services from multiple sources into a single end-to-end service
offering, which in the context of training organisation includes three elements: customers (staff and
students), the internal Digital Services function, and external parties.

In practice, this means better portfolio management and delivery, a better customer experience, and
access to a dedicated relationship management function.
Digital Services and our customers will benefit from an improved portfolio, demand management, and
reporting controls.
Delivery will also require the development of a new set of charters and delivery principles for each
function of Digital Services. These will outline the values, behaviours and approach provided by the
newly formed service model.
Service Offer
Digital Services will act as a Digital Transformation Partner for all training organisation functions,
collaborating and collaborating with staff, students, and sectoral partners to develop solutions that are
fit for purpose, effective, efficient, and ensure value for money.
We will play a key role in the standardisation and integration of infrastructure and technology, the
development of new service models, and the delivery of foundation and transformation services in
collaboration with partners.
Solutions

These are the main pillars and building blocks of the current solution offering. Digital Services will
continue developing and implementing formalised Service Level Agreements to improve overall service
quality.
Plan (Stabilise, Optimise & Transform)
From 2020 to 2021, there will be a period of stabilisation, followed by a period of optimisation and
transformation from 2021 to 2022.
We will also work toward this plan while continuing to conduct business as usual and assisting in the
delivery of transformation projects. Scheduling, digitisation, and CRM recruitment
Note: While some elements may run concurrently and others may change, Digital Services will develop
a formal time-limited roadmap and requirement specification for delivery.

Conclusion
This Digital Strategy is ambitious and represents the start of a transformational journey in difficult
times, necessitating the development and approval of associated strategies, roadmaps, plans, business
cases, and projects.
The first year’s strategy will be to focus on stabilisation, as well as the:
• ISD re-branding and redesign.

• Creation of a new digital vision.
• The completion of the ISD restructure.
• Creation and prioritisation of Cyber Strategy and plans.
• Developing the case for centralisation and standardisation of information technology
procurement and seeking agreement on the benefits available.
• Development and approval of a long-term Enterprise Application strategy that includes elements
of Business Intelligence, Management Information, Integration, and possibly Data Warehousing.
• Implementation of a formalised service delivery approach based on best practice and a
formalised approach to ‘continuous service improvement.’
• Delivery against existing commitments.

It aims to improve service incrementally while also re-modelling the ISD function and developing and
seeking agreement on future strategies. Moving toward centralisation and standardisation of the
technical estate and overall improvements in service quality for staff and students.
Digital strategy policy and procedures
Mission
Our goal is to provide our users with applications and infrastructure that are reliable, scalable, resilient,
and performant. Information can be accessed at the right time, in the right environment, on the right
computer, in context, and in a safe manner, thanks to technology services.
Vision
This vision will be achieved by utilising current methods, systems, technology, processes, and
relationships and incorporating best practices and using new and evolving solutions. Some would
necessitate expenditure while existing funds will be redirected where appropriate.
Existing digital processes
Existing digital practices are outlined in the digital strategy document (2020-2023).
Values
● Quality service to our clients
● Integrity & Accountability
● Reliability
● Quality
● Innovation
● Respect
Our principles
Five principles will guide our future approach to digital working:
1. Audience-centred – we will use digital channels to better understand our current and potential
audiences, engage them in conversations, and incorporate their feedback into our work. We will be
agile and respond quickly to what our audiences are saying.
2. Innovative – we are innovative in our approach to programming, and we will mirror this in our
approach to digital, adopting new technologies where these align well with our mission.
3. Sustainable – as well as investing in growing, we need to live within our means. Every digital initiative
will be supported by a business case, setting out how it contributes to our mission, the resources

needed to start and sustain the initiative, and the benefits we expect it to produce - creative, cultural
or organisational.
4. Collaborative – we will adopt an open approach to our work, whether that’s partnering with local
creative technology businesses, sharing our insights and digital toolsets with similar arts organisations,
or contributing to open-source initiatives.
5. Accessible – we will ensure our digital initiatives and experiences are designed and delivered in a
way that allows the widest possible audiences to access them, including those with visual, hearing or
other accessibility requirements.
We will know we have been successful when:
We will know we are successful when the digital strategy is implemented as planned for each stage
and for each yearly plan.
Your role and responsibilities
You are working as an Operations Manager in your workplace. As part of your job role, you have the
following responsibilities:
Task responsibilities:
• Obtain and translate information about the organisation’s digital strategy policies, processes, and
objectives and develop a review methodology.
• Prepare a review plan outlining the established review criteria, organisational objectives, and
information to be gathered and gain approval from the relevant stakeholders.
• Obtain pertinent information in accordance with the review strategy.
• Organise, interpret, and evaluate information gathered against established review criteria
following the review plan.
• Discuss issues related to information interpretation and address them appropriately in consultation
with relevant stakeholders and organise interpreted review information for analysis.
• Analyse review information in accordance with the review plan, and then review and discuss the
analysis’s outcomes and findings with relevant stakeholders.
• Develop and discuss preliminary findings and any issues that have been identified with relevant
stakeholders.
• Obtain any additional information needed to clarify aspects of the findings and issues and prepare
recommendations for improving digital strategy.
• Draft report of the digital strategy review’s outcomes, findings, and recommendations in
accordance with the review plan and distribute the report to the stakeholders.
• Edit the report based on the feedback obtained and proofread the report.

• Present the final report and obtain approval from authorised stakeholders and distribute the final
report to them.

Work placement task:
In this assessment task, you will be required to demonstrate your skills and knowledge to review and
develop and distribute recommendations relating to the digital strategy in a workplace setting or a
simulated environment set up by your training organisation. This includes:
• Activity 1: Create a plan for reviewing the digital strategy.
• Activity 2: Gather review information and analyse the information gathered
• Activity 3: Determine the review results and findings
• Activity 4: Document and disseminate the review’s findings and recommendations.
The trainer/assessor will supervise and observe the student performing each activity or assign a
supervisor.
Supervisor roles and responsibilities: The Supervisor is the individual who supervises or is in charge
of the organisation. They belong to a higher rank or status. Their job role and responsibilities are:
• Assist you in understanding the task requirements.
• Provide you with information about job roles and responsibilities.
• Provide you with the required information to complete the assessment activities.
• Supervise you in completing the assessment task and requirements.
• Provide feedback based on the outcomes of assessment activities.
• Provide insights into the digital strategy review process and provide the required approvals.
Operations Manager roles and responsibilities: The Supervisor is the individual who supervises or
is in charge of the organisation. They belong to a higher rank or status. Their job role and responsibilities
are:
• Provide the Digital Strategy Manager with the required approvals for the review plan and digital
strategy review report.
• Provide feedback on the review of the digital strategy conducted.
• Participate in consultation activities to address issues identified in the digital strategy review
process.
Note: Each student will be assessed individually for all assessment activities.
Timeframe to complete the work placement task:
Trainer/assessor to discuss the timeframe to complete the work placement task.
Task requirements
• You will be assessed on your technical knowledge and skills to complete this work placement task.
• You will be assessed on meeting your job role and responsibilities
• You must follow the instructions provided by the Supervisor.
• The task must be completed in the specified timeframe

Activity 1: Create a plan for reviewing the digital strategy.
This activity requires you to create a plan for reviewing the digital strategy.
To do so, you are required to follow the steps given in Checklist 1 and complete the templates associated
with each step.
The Supervisor or trainer/assessor will:
• Supervise and observe the student performing this activity.
• Place a tick mark against each step given in the checklist after the student performs/implements
the step.
• Sign off the checklist and ask the student for the submission of templates associated with each
step.

Checklist 1: Create a plan for reviewing the digital strategy
Steps Place a tick

mark, once
completed
Step 1: Obtain information regarding the following documents from your

Supervisor: ❑
• Digital strategy
• Digital strategy policies and procedures
Interpret information on the organisation’s policies, procedures and objectives

related to digital strategy and document the following using Template 1.
• Digital strategy objectives
• Purpose of digital strategy policies and procedures
• Principles of the policies and procedures.
• Procedures related to the digital strategy policies and procedures.
Step 2: Develop a review methodology using Template 2. Include the following

information using Template 2: ❑
• Description of the review strategy to be used to evaluate digital strategy.
• Steps to implement the review methodology.
Step 3: Prepare a review plan to analyse and evaluate the existing digital strategy
using Template 3. Include the following information in the review plan: ❑
• Organisational objectives related to the digital strategy.
• Information to be collected to review the digital strategy of the

organisation.
• Criteria to review the digital strategy of the organisation
Step 4: Check the review plan prepared in Step 3 for accuracy of content,
grammar, spelling and punctuation. ❑

Step 5: Ensure that the review plan prepared in Step 3 has the approval of the
stakeholders (Supervisor and Operations Manager). ❑
• E-mail the review plan prepared in Step 3 of this Activity to the Supervisor
and Operations Manager and request approval.
• Follow the e-mail guideline provided below when writing e-mails.
o E-mail must have an appropriate subject line.
o The body of the e-mail must include a summary of the attachment

and request approval from the stakeholders.
o The review plan (Template 3) must be attached to the e-mail.
Sign-off:
Date:

Template 1: Digital strategy objectives and policies and procedures
Digital strategy objectives and policies and procedures
Digital strategy objectives (100-150 words)
Purpose of digital strategy policies and procedures (150-200 words)

Principles of the policies and procedures. procedures (150-200 words)

Procedures related to the digital strategy policies and procedures (200-250 words)

Template 2: Review methodology
Review methodology
Description of the review strategy to be used to evaluate digital strategy (150-200 words)
Steps to implement the review methodology (200-250 words)

Template 3: Review plan
Review plan
Organisational objectives related to the digital strategy (100-150 words)
Information to be collected to review the digital strategy of the organisation. (150-200

words)

Criteria to review the digital strategy of the organisation (150-200 words)

Activity 2: Gather review information and analyse the information gathered
This activity requires you to collect review information and analyse the information gathered.
with each step.
the step.
step.

Checklist 2: Gather review information and analyse the information gathered
Steps Place a tick

mark, once
completed
Step 1: Source relevant information according to the review plan prepared in

Step 3 of Activity 1. ❑
Document the following information using Template 4.
• What information did you source?
• How did you source the information?
• What is the purpose of each information source?
Evidence to be submitted:
• Completed Template 4.
Step 2: Organise and interpret and evaluate collected information against

established review criteria established in the review plan (Activity 1). ❑
• Organise and interpret information. Document the following using
Template 5.
o Two (2) information sources
o Purpose of each source
• Document the review criteria established in the review plan (Activity 1)

using Template 5.
• Evaluate the collected information against established review criteria and

document the outcomes of evaluation conducted using Template 5.
Step 3: Discuss two (2) issues interpreting information and address appropriately
in consultation with the Supervisor and Operations Manager. ❑
Document the following information using Template 6.
• Two (2) issues interpreting information.
• How did you address each issue?
• Who did you consult regarding each issue?
• What were the key points of discussion, and what were the outcomes?

Step 4: Organise interpreted review information for analysis. Collect and arrange
the following information using a Google Drive folder: ❑
• Information sourced/collected
• Completed Template 4 to Template 6.
Step 5: Analyse review information according to the review plan and document
the outcomes using Template 7. ❑
• Analyse the review information gathered in Step 1 - Step 3 against the
review criteria established in the review plan.
• Document the outcomes using Template 7. Include the following

information in Template 7.
o Review criteria
o Evaluation of information gathered
o Two (2) issues identified during the evaluation and explanation of

each issue.
Step 6: Review and discuss the analysis's results and findings with the
stakeholders (Supervisor and Operations Manager). ❑
• Arrange a meeting with the Supervisor and Operations Manager.
o Complete meeting agenda template provided.
• Conduct a meeting with the Supervisor and Operations Manager.
o Discuss the outcomes and findings of the analysis (Outcomes of

Step 5) with the Supervisor and Operations Manager.
o Discuss the preliminary findings and any identified issues

(Outcomes of Step 5).
o Gather feedback from the Supervisor and Operations Manager on

how to address the issues identified.
o Complete Meeting Minutes template provided.

Sign-off:
Date:

Template 4: Information sourced
Information sourced
What information did you source?
How did you source the information? (100-150 words)

What is the purpose of each information source? (150-200 words)

Template 5: Evaluation of collected information
Evaluation of collected information
Two (2) information sources
Purpose of each source (100-150 words)

Review criteria established in the review plan

Outcomes of evaluation conducted (150-200 words)

Template 6: Issues identified and resolution
Issues identified and resolution
Two (2) issues interpreting information. (100-150 words)
How did you address each issue? (100-150 words)

Who did you consult regarding each issue?

What were the key points of discussion, and what were the outcomes? (150-200 words)

Template 7: Analysis of information in accordance with the review plan
Analysis of information in accordance with the review plan
Review criteria
Evaluation of information gathered (100-150 words)

Two (2) issues identified during the evaluation and explanation of each issue. (150-200
words)

MEETING AGENDA TEMPLATE:
Meeting/Project Name:
Date of Meeting: Time:

(MM/DD/YYYY)
Meeting Facilitator: Location:
1. Meeting Objective
2. Attendees
Name Department/Division E-mail Phone
3. Meeting Agenda
Topic Owner Time
4. Pre-work/Preparation (documents/handouts to bring, reading material, etc.)
Description Prepared by

MEETING MINUTES
Meeting Minutes:

(MM/DD/YYYY)
Minutes Prepared By: Location:
2. Attendance at Meeting

Meeting Minutes:

(MM/DD/YYYY)
3. Agenda and Notes, Decisions, Issues
Topic Owner Time
4. Action Items
Action Owner Due Date
5. Next Meeting (if applicable)
Date: Time: Location:

(MM/DD/YY
YY)
Objective:

Activity 3: Determine the review results and findings.
This activity is a continuation of Activity 1 and Activity 2.
This activity requires you to determine the review results and findings.
with each step.
the step.
step.

Checklist 3: Determine the review results and findings
Steps Place a tick

mark, once
completed
Step 1: Obtain any additional information needed to clarify aspects of the findings
and issues. ❑
• Source additional information required to clarify aspects of the findings
and issues identified in Activity 2.
• Document the following information using Template 8.
o What additional information did you source for each issue?

Document any two (2).
o How did you source each additional information?
o What was the purpose of the information you souced?
Step 2: Prepare recommendations for actions to improve digital strategy using

Template 9. Include the following information using Template 9. ❑
• Discuss the issues identified in Activity 2.
• Document two (2) recommendations for actions to improve digital

strategy.
Sign-off:
Date:

Template 8: Additional information sourced
Additional information sourced
What additional information did you source for each issue? Document any two (2).
How did you source each additional information? (100-150 words)

What was the purpose of the information you souced? (100-150 words)

Template 9: Recommendations for actions to improve digital strategy
Recommendations for actions to improve digital strategy
Issues identified in Activity 2
Two (2) recommendations for actions to improve digital strategy. (200-250 words)

Activity 4: Document and disseminate the review's findings and recommendations.
This activity is a continuation of Activity 1 to Activity 3.
This activity requires you to document and disseminate the review's findings and recommendations.
with each step.
the step.
step.

Checklist 4: Document and disseminate the review's findings and recommendations
Steps Place a tick

mark, once
completed
Step 1: Draft report of the digital strategy review's outcomes, findings, and
recommendations in accordance with the review plan prepared in Activity 1. ❑
Prepare the draft report using Template 10 and include the following information:
• Organisation objectives related to digital strategy.
• Information collected to review the digital strategy.
• Review criteria
• Outcomes of evaluation conducted against the review criteria (Outcomes

of Activity 2)
• Two (2) issues identified.
• Two (2) recommendations for actions to improve digital strategy.
Step 2: Distribute the draft report prepared in Step 1 to Supervisor and

Operations Manager and request feedback. ❑
• E-mail the draft report prepared in Step 1 to Supervisor and Operations
Manager and request feedback.
o The body of the e-mail must include a summary of the attachment

and request feedback from the stakeholders.
o The draft report (Template 10) must be attached to the e-mail.
Evidence to be submitted to the trainer/assessor:
• Screenshot of the e-mail sent.
• Screenshot of feedback received.

Step 3: Edit the report based on the feedback obtained.
❑
• Use Template 10 to edit the draft report.
Step 4: Proofread the report in preparation for distribution

❑
• Check the draft report for accuracy of content, grammar, spelling and
punctuation.
Step 5: Present final report and obtain approval from authorised stakeholders
❑
• Arrange a meeting with the Supervisor and Operations Manager.
o Complete meeting agenda template provided.
• Conduct a meeting with the Supervisor and Operations Manager.
o Discuss the following information with the Supervisor and

Operations Manager after making the changes in Step 4.
▪ Organisation objectives related to digital strategy.
▪ Information collected to review the digital strategy.
▪ Review criteria
▪ Outcomes of evaluation conducted against the review

criteria (Outcomes of Activity 2)
▪ Two (2) issues identified.
▪ Two (2) recommendations for actions to improve digital

strategy.
o Obtain approval from the stakeholders.
Step 6: Distribute the final report to relevant stakeholders according to the

review plan. ❑
• E-mail the final report Step 4 and Step 5 to Supervisor and Operations
Manager.

o The body of the e-mail must include a summary of the attachment.
o The review report (Template 10 – After incorporating feedback and

gaining approval) must be attached to the e-mail.
Evidence to be submitted to the trainer/assessor:
• Screenshot of the e-mail sent.
Sign-off:
Date:

Template 10: Report of the digital strategy review's outcomes, findings, and recommendations
Report of the digital strategy review's outcomes, findings, and recommendations (600-800
words)
Organisation objectives related to digital strategy.
Information collected to review the digital strategy.

Review criteria
Review criteria

Outcomes of evaluation conducted against the review criteria
Two (2) issues identified.

Two (2) recommendations for actions to improve digital strategy.

MEETING AGENDA TEMPLATE:
Meeting/Project Name:

(MM/DD/YYYY)
Meeting Facilitator: Location:
2. Attendees
3. Meeting Agenda
Topic Owner Time
4. Pre-work/Preparation (documents/handouts to bring, reading material, etc.)
Description Prepared by

MEETING MINUTES
Meeting Minutes:

(MM/DD/YYYY)
2. Attendance at Meeting

Meeting Minutes:

(MM/DD/YYYY)
3. Agenda and Notes, Decisions, Issues
Topic Owner Time
4. Action Items
Action Owner Due Date
5. Next Meeting (if applicable)
Date: Time: Location:

(MM/DD/YY
YY)
Objective:

BSBTEC601 Assessment 3

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BSBTEC601 Assessment 3

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Assessment method-based instructions and guidelines:

Work Placement Task

• Project – Work placement task

Instructions provided to the student:

Resubmissions and reattempts:

• This assessment task may be completed in:

Purpose of the assessment

BSBTEC601 Assessment 3 V1 Page 2 of 66

• Activity 1: Create a plan for reviewing the digital strategy.

• Activity 2: Gather review information and analyse the information gathered

• Activity 3: Determine the review results and findings

• Activity 4: Document and disseminate the review’s findings and recommendations.

• Physical condition 1: An environment set up by the training organisation that accurately

• Workplace equipment and resources relevant to performance evidence.

o Organisational digital strategy

o Digital strategy policy and procedures

o A Supervisor to provide the student with assistance throughout the assessment

BSBTEC601 Assessment 3 V1 Page 3 of 66

• Organisational digital strategy

• Digital strategy policy and procedures

• Physical condition 1: A workplace

• Organisational digital strategy

• Digital strategy policy and procedures

Opportunities for students to: Yes/No/NA

A workplace setting or a simulated workplace must replicate real workplace

• Relevant standards, laws, regulations, industry and organisational codes

• Workplace equipment and resources relevant to performance evidence.

o Organisational digital strategy

BSBTEC601 Assessment 3 V1 Page 4 of 66

o A Supervisor to provide the student with assistance throughout

Standard operating/workplace procedures

Provide opportunities for the student to communicate with a range of internal

Use up-to-date software and equipment

Work within stated timelines to meet deadlines

Access to legislation and regulations relevant to taxation and business operation.

Workplace environment to work with others in a team

Workplace environment to sufficient to communicate with diverse groups

Workplace sufficient to work independently and manage workload

Workplace simulated scenario

• Creating a plan for reviewing the digital strategy.

• Gathering review information related to reviewing digital strategy.

• Determining the review results and findings

BSBTEC601 Assessment 3 V1 Page 5 of 66

Your Supervisor has provided you with the following information:

• Digital strategy 2020-2023

• Digital strategy policies and procedures

Digital strategy 2020-2023

Objectives of digital strategy

The following are the objectives of Digital Strategy:

• The need to stabilise, optimise, and transform existing service offerings.

BSBTEC601 Assessment 3 V1 Page 6 of 66

• This Digital Strategy is built on a three-point strategy.

Strategic review and solutions

As a result, Digital Services will constructively involve stakeholders.

BSBTEC601 Assessment 3 V1 Page 7 of 66

This will be made possible by:

• Making the most of existing infrastructure and technology platforms.

In doing so, digital services will:

Digital strategy review – Gap analysis

BSBTEC601 Assessment 3 V1 Page 8 of 66

Application review and strategy

BSBTEC601 Assessment 3 V1 Page 9 of 66

BSBTEC601 Assessment 3 V1 Page 10 of 66