BSBTEC404-BSBTWK401 Student Assessment Guide

BSBTEC404-BSBTWK401
Collaborate and build business

relationships
Student Assessment Guide
Student Assessment Guide: BSBTEC404-BSBTWK401
Collaborate and build business relationships
Contents
1. Assessment Information.................................................................................................3
2. Assessment Coversheet..................................................................................................6
3. Task A – Knowledge questions........................................................................................7
4. Task B – Prepare for collaboration................................................................................16
5. Task C – Prepare for developing business relationships................................................28
6. Task D – Establish and improve business relationships.................................................34
7. Assessment submission................................................................................................38
Student Assessment Guide: BSBTEC404-BSBTWK401 Version: v22.0 Page 2 of 44
Developed by: ACBI Approved by: DoS Issued: February 2023

1. Assessment Information
1A. Purpose of this assessment
This assessment will develop your skills and knowledge required to collaborate using digital
technologies and build business relationships.
This assessment will assess the following competencies:
1. Review existing digital technology use in the business

2. Identify opportunities to implement digital technologies for workplace collaboration
3. Implement and use digital technologies to collaborate in the workplace
4. Establish business relationships
5. Maintain business relationships
6. Build and improve business relationships
1B. What you are required to do

For this assessment, you are required to complete 4 tasks:
 Task A – Knowledge questions

 Task B – Prepare for collaboration
 Task C – Prepare for developing business relationships
 Task D – Establish and improve business relationships
Task A is a series of short answer questions that will test your understanding and knowledge
of collaborating using digital technologies and building business relationships.
Over Tasks B, C and D, you will identify and use digital technologies to collaborate, as well as
establish and improve build relationships.
You may choose to base Tasks B, C and D on:
a) The provided case study, OR

b) Your own workplace

NOTE: If you are using your own workplace, you must make sure you have access to
relevant documentation and resources. This includes:
 Objectives the organisation has for business development and networking

 Strategies, goals and objectives the organisation has for digital technology
 Organisational policies and procedures relating to business networking
 At least two different business contacts you can interact with, such as clients or
agencies
 At least two stakeholders you can work collaboratively with, such as two
members of your work team
You will also be required to provide evidence of your work and other documentation as
your progress through Tasks B-D.
If you wish to use your own workplace, you must discuss this with your trainer before
starting Tasks B-D. Make sure you receive approval from your trainer to use your own
workplace.
1C. A note on plagiarism and referencing

Plagiarism is a form of theft where the work, ideas, inventions etc. of other people are
presented as your own.
When quoting or paraphrasing from a source such as the Internet, the source must be
recognised. If you are quoting a source, make sure to acknowledge this by including
“quotation marks” around the relevant words/sentences or ideas. Note the source at the
point at which it is included within your assessment, such as by using a citation. Then list the
full details of the source in a ‘references’ section at the end of your assessment.
All sources used for your assessment should be detailed in a ‘references’ section. It is
advisable to never copy another person’s work.
1D. A note on plagiarism and referencing

Answer the questions below using the spaces provided:
 Answer all parts of each question

 Use your own words and give examples wherever possible

 The quality of your answer is more important than how long it is
 Enter your answers in this document
You may use various sources of information to inform your answers, including your
resources provided by ACBI, books, and online sources. You must acknowledge and cite your
sources.

2. Assessment Coversheet
Candidate Name:
Student ID:
Contact Number:
Email:
Trainer / Assessor Name:
Qualification: BSB30220 Certificate III in Entrepreneurship and New Business
BSBTEC404 Use digital technologies to collaborate in a work

Units of Competency:
environment & BSBTWK401 Build and maintain business relationships
☐ A. Knowledge questions
☐ B. Prepare for collaboration
Assessment Tasks:
☐ C. Prepare for developing business relationships
☐ D. Establish and improve business relationships
Due Date: Date Submitted:
Declaration: I have read and understood the following information at the

beginning of this assessment guide (please tick):
☐ Assessment information
☐ Submitting assessments
☐ Plagiarism and referencing
I declare this assessment is my own work and where the work is of

others, I have fully referenced that material.
Name (please print):
Candidate signature:
Date:

3. Task A – Knowledge questions

3A. Instructions
Answer the questions below to demonstrate your knowledge of collaborating using digital
technologies and building business relationships.
When answering the questions, make sure you:
 Answer all parts of each question

 Use your own words and give examples wherever possible
 Keep in mind the quality of your answer is more important than how long it is
 Enter your answers in this document
 Acknowledge and cite any sources used
3B. Questions
Question A1
Identify and briefly describe at least three ways that an employee could use to establish and
maintain business relationships in order to develop business opportunities.
Answer in 25-40 words.
Your answer:
Three ways to establish and maintain business relationships are

- Ask for feedback helps you become a better professional
- Be yourself helps you deepen your connections expand your possibilities.
- Learn and share about goals helps you maintain your relationships with the professional
contact.

Question A2
Describe the concept of networking and discuss at least five benefits of networking.
Your answer:
1. Get fresh ideas: exchanging information on challenges, experiences and goals is a key.
2. Advance your career: it helps to build your reputation as being knowledgeable, reliable,
and supportive by offering tips to person who need it.
3. Build confidence: it is to step outside the comfort zone and building invaluable social
skills and self-confidence.
4. Gian a different perspective: it helps you to see things from another point of view.
5. Strengthen business connections: to engage with your contacts and finding
opportunities to assist them.
Question A3
Describe formal and informal business networks and give an example of each.
Your answer:
Network Description Example
Formal It can be bounded by rule and Two companies are having a good
contracts that structure the relationship, there is a contract
business network. behind them so this bound is exist
and persists.
Informal It is quite flexible, less rigid Two companies have the same
and don’t have contracts to admiration, but they can’t help
commit. each other.

Question A4
Using the internet, identify an association or network in your state or territory that a
manager may wish to join to develop business networks.
Write down the name of the association or network, its purpose and at least one benefit of
joining the association.
Your answer:
Name of the association or network: Australian Government Leadership Network

NSW
Its purpose: To committee the senior executives from a

variety of APS agencies who spare their time
to support.
At least one benefit of joining the Set up new relationship and learn from the
association: good leaders.
Question A5
List four characteristics of an effective business negotiator. For each characteristic, describe
why this is important for effective business negotiation.
Your answer:
Characteristic Why this characteristic is important for

effective business negotiation
1 Ability to persuade others By having a good speech and conflict it is

possible to convince others.
2 Knowledge of the subject For dealing in a business or any other field,

to understand the subject to make
appropriate speech.
3 Listening Listening to somebody it makes you an

empathic person which can give you know
how to negotiable.
4 Ability to express thoughts By using your words to convince them to do

verbally what you want.
Question A6
Briefly describe the concept of a win-win negotiation.
Your answer:
When both sides are happy with their agreement, and both get the long lasting success
or benefits together.
Question A7
List three factors that would make a negotiation more likely to succeed.
Your answer:

1. Preparation
2. Sufficient time to complete the negotiation
3. Use appropriate communication style.
Question A8
List three organisational policies and procedures relevant to business relationships.
Your answer:
1. Code of conduct
2. Mobile phone policy
3. Anti-discrimination and harassment policy
Question A9
Outline the purpose of a relationship management plan. Describe how it can assist in
developing and maintaining business relationships.
Your answer:
A Key component of running a business, it explains how employees should deal with
customers and give a strategy for developing customer and business relationships.
Question A10
List three methods for obtaining feedback on business relationships.

Your answer:
1. Surveys: to get accurate and honest feedback

2. Feedback boxes: can collecting customer feeling and customer point of view
3. Social media: becomes more popular to express their feedback
Question A11
One technology that can be used to help teams share files is Microsoft SharePoint.
For reference on SharePoint’s purposes and features, review the following from the links
below:
 https://www.avepoint.com/blog/sharepoint-hybrid/what-is-sharepoint/
 https://docs.microsoft.com/en-us/sharepoint/dev/general-development/sharepoint-
glossary
 https://support.microsoft.com/en-us/office/what-is-sharepoint-97b915e6-651b-
43b2-827d-fb25777f446f
Then use the tables below to describe terms, functions, and features of SharePoint.
Your answer:
Identify two terms used in SharePoint’s developer documentation.
Term 1 To represents the specific access rights that a user or group has a
SharePoint object.
Term 2 It defines who has access to what content and what they can do.
Identify two core functions of SharePoint
Core function 1 Storage and sharing
Core function 2 Increased productivity and visibility

Identify two of SharePoint’s user features. Briefly explain each feature.
User features of SharePoint Description of user feature
Office online integration To support remote work to increase

connectivity, document management,
ease of usage and building
communication.
Security feature To establishing secured and improvise

collaboration site security
Question A12
One technology that can be used to help teams collaborate is Microsoft Teams.
To learn more about Team’s purposes and features, review the links below:
 https://support.microsoft.com/en-us/office/overview-of-teams-and-channels-
c3d63c10-77d5-4204-a566-53ddcf723b46?ui=en-us&rs=en-us&ad=us
 https://docs.microsoft.com/en-us/microsoftteams/teams-channels-overview
Then use the tables below to describe terms, purposes, and features of Microsoft Teams.
Your answer:
Define the following terms used in Microsoft Teams.
1. Teams Teams are groups of people that work together to complete on

projects.
2. Channels Channels are inside of the teams, it’s almost the same as how files

sit inside folders.
Identify two purposes of Microsoft Teams
Purpose 1 Standard which everyone has access to and can see it
Purpose 2 Personal which focused on private conversations to some

audience.
Identify two of Microsoft Team’s user features. Briefly describe each feature.
User features of Teams Explanation of User feature
Reduced email To be able to send email to the team

channel with the contents and
conversation to all team members to
view.
Collaborate live in real time Don’t have to meet up in person and can
work together anywhere. You can
complete work in real time.
Question A13
Identify at least two collaborative technologies typically used in a business. Briefly describe
how each identified technology assists in collaborative processes in a business.
Answer in 25-40 words using the tables below.
Your answer:
Collaborative How the identified technology assists in

technology collaborative processes in a business
1 Internal messaging It helps team members provide feedback, request

revisions, and send approvals to each other.
2 External notification It can notice users of recent modifications made

to tasks or changes or steps competed.
Question A14
Describe two training strategies you can use when training others in using digital
technologies.
Your answer:
Develop a training plan is to create a comprehensive training plan that covers all the
necessary topics.
Provide hands on training allows employees to practice using the technologies in a safe
and controlled environment.
Question A15
Describe two coaching strategies you can use when assisting others with using digital
technologies.
Your answer:
Customized training programs is to develop training programs tailored to the needs of

employees include online courses, workshops, or seminars.
Continuous learning is to encourage continuous learning by going to online resources,
webinars, and forums where employees can get more knowledge.

Question A16
Google Sheets and Asana are two technologies commonly used in the workplace.
For each technology, identify at least two links for key sources of information on how to use
the software.
Answer using the tables below.
Your answer:
Technology Key sources of information
Google Sheets It is a spreadsheet application of the free, web-based google

docs editors suit offered by google.
Asana It used to break down large work into manageable task. It

can track project and task progress, share files, and keep
track of deadlines.

4. Task B – Prepare for collaboration

4A. Instructions
In Task B, you will look into tools and approaches an organisation can use for collaboration.
You will then prepare for developing business relationships and maintaining business
relationships over Tasks C and D.
For Tasks B, C, and D, you may either:
a) Use the provided case study, OR

b) Use your own workplace
If you are using the case study:

If you are using the case study, make sure you read section 2 of the Case Study Information
document provided before starting the questions below.
If you are using your own workplace:

If you are using your own workplace, you must make sure you have access to relevant
documentation and resources. This includes access to:

 At least two different business contacts you can interact with, such as clients
 At least two stakeholders you can work collaboratively with, such as two members of
your work team
You will also be required to provide evidence of your work and relevant documentation as
your progress through Tasks B-D.
Gain approval for using your own workplace

If you wish to use your own workplace for the following questions, you must discuss this

with your trainer.
Make sure you receive approval from your trainer to use your own workplace before
starting Tasks B-D.
4B. Questions
Question B1
Identify the organisation that you will be using for Tasks B-D.

Also provide:
 A brief description of the organisation and what it does

 A brief description of your role and your team
 A brief description of policies and procedures relating to using business
technologies
 A copy of organisational policies and procedures relating to business networking
and business technologies (attach these to your assessment submission)
If you are using the provided case study:

Review the policies and procedures provided in the appendix of the Case Study
Information document, then:
 Briefly describe the purpose of the digital information storage and security policy
and procedures
 Briefly describe the purpose of the email management policy and procedures
 Briefly summarise procedures for permanently deleting emails

A note on using your own workplace

If you are using your own workplace, you must have access to:

 At least two different business contacts you can interact with, such as clients or
agencies
 At least two stakeholders you can work collaboratively with, such as two
members of your work team
Your answer:
From case study:
It must be maintained using proper security procedures to ensure that all

necessary steps are taken to protect digital information from the theft, spyware,
phishing, and viruses. All information must be saved in the cloud database
created by the organisation.
To enhance and streamline communications both internal and external to
reinforce the vision and strategic priorities. To develop and trial new
communication platforms, channels, and tools to improve information sharing
and collaboration between all staff members.
Login to Gmail account, selecting emails to be deleted then click delete. Go to trash to
select emails to be deleted and click delete again.
Question B2
Review your team’s current use of technologies for collaboration. Detail your review below,
making sure you:

a) Identify the current technologies the team uses to collaborate, and how they use
these technologies
b) Outline the goals and objectives for your team
c) Describe whether your team's current use of technology is helping or hindering
achieving these goals and objectives
d) Identify the priorities the organisation has for digital technology in collaborative
work

Also provide evidence of how your team currently using technologies, such as in the
form of screenshots.

You are to review the use of technology for your team at Hino Tech. Make sure you read
section 2 of the Case Study Information document before answering this question.
Your answer:
Review of current technologies for collaboration
a) Identify the current The team uses Gmail for emails and video calls
technologies the team uses to to communicate between teams and meeting.
collaborate, and how they use Also, google sheets for tracking tasks, it allows
these technologies each team member to see what projects is
working on.
b) Outline the goals and objectives - To improve the technologies used within the
for your team company over the next year.
- Increase the range of products and services

offered by establishing relationships with

other software companies
- Reach a larger target market, including more
school, colleges, and home educators by
establishing and developing business
contacts.
- Maintain customer-centred practices, with a
focus on meeting their total needs for high
quality technology
c) Describe whether your team's It is inconvenient for the team; it causes certain
current use of technology is jobs to go ignored because there are no alert
helping or hindering achieving signals. A system to track group activities was
these goals and objectives sought, resulting in a rapid payoff, and freeing
up time for other responsibilities.
d) Identify the priorities the Saving time and implementing the entire formal
organisation has for digital process of group projects.
technology in collaborative work
Question B3
Select two technologies that your team could start using to improve collaboration.
Then prepare a business case for these two technologies. Make sure your business case
details:
a) At least two limitations of the current technologies used by your team

b) Two recommended digital technologies to be implemented
c) The benefits of each technology, including how they overcome existing limitations
and improve collaboration
d) Two risks associated with each technology
e) Why the benefits of each recommended technology outweigh the risks
f) Estimated timeframes and costs for implementing the new technologies

Answer in 75-150 words using the template below.
Your answer:
Business case
Current limitations
Instructions: Identify at least two limitations of the current technologies used by your team.
Failures were founded in the task check list procedures, they are manual, tasks,
interviews and hangout video disruptions are common.
Recommended digital technologies

Instructions: Identify two recommended digital technologies to be implemented.
Then briefly describe each one.
Technology Brief description
Asana It used to break down large work into manageable task. It

can track project and task progress, share files and keep
track of deadlines.
G suite It is a collaborative productivity apps that offers your

business professional email, shared calendars, online
document editing and storage, video meetings and much
more.
Benefits of the recommended technologies

Instructions: Describe the benefits of each technology, including how they overcome existing limitations
and improve collaboration.
Asana makes work management easy; it offers multiple ways to manage work, teams
and workflow.
G suite is to provides your business with a professional appearance and provides a lot
of online based cloud storage also can collaborate with other employees or even other
companies.

Risks of implementing the recommended technologies

Instructions: Describe two risks associated with your selected technologies.
Risk 1: Technical failures cause a down server, overloaded

conditions and network or DNS errors.
Risk 2: Cybersecurity threat can damage the company’s reputation

and result in legal or financial penalties.
Why the benefits outweigh the risks

Instructions: Describe why the benefits of each recommended technology outweigh the risks.
We are using G suite for communicating in meetings, files, emails (internal and
external), conference, functional agenda but Asana is giving more control over the
system plus 24 hours support, unlimited storage and the subscription version offers
enhanced privacy and control over user data. G suite is considerably more limited as
information from social networks are linked into Gmail and google schedule.
Timeframes and costs

Instructions: Provide estimated timeframes and costs for implementing the new technologies.
To estimated time and cost, we need to turn old data and analyse as a point of
reference, focus on overall estimate not just techniques.
Question B4
Now you have prepared a business case, you need to share it with at least one stakeholder
and seek their approval.

Set up a meeting with at least one stakeholder.

You must meet with someone who is in a good position to review your business case and
provide approval for it. For example, you may choose to meet with your manager or
another senior manager in your organisation.

You are to role play being a Business Development Officer at Hino Tech. You are to meet
with the Operations Manager at Hino Tech.
This position of Operations Manager can be role played by your trainer, friend, family
member, work colleague or another student in your unit. To enable them to play this
role, you will need to provide them with the briefing instructions provided in the
appendix of the Case Study Information document.
Use the meeting to:
 Present a summary of your business case, emphasizing:

o The limitations of current technologies
o The benefits of the new technologies
 Ask for feedback on your business case
 Seek approval for your business case
Your meeting will be observed:

Your trainer will assess your meeting against the observation checklist provided in the
marking guide document. Your trainer will be looking for your ability to:
 Present a summary of your business case

 Seek input from others
 Use appropriate verbal and non-verbal communication

You may arrange a time for your trainer to observe your meeting in real-time – either
virtually or in person.
Alternatively, you may record your meeting and provide a link to it. For example, you
may upload your recording to YouTube as an unlisted video or provide a link to a Google
Drive folder. If you are sharing a link, ensure you test your link to make sure it is working
correctly.
After your meeting, record notes of what was discussed.
Your answer:
The point was identified with Alex during the meeting, many mistakes in the task were
identified, tasks and meeting can be forgotten, failures in the video hangout system are
constant, it harms to meetings. The aims is to save work on missing information and
focus on additional duties, by using new tools such as G suite and Asana.
Question B5
Once your business case is approved, you need to plan for implementing the two
technologies you recommended.

Provide evidence that your business case has been approved. For example, this evidence
may be in the form of a signed business case or email screenshots.

Your manager has approved your business case. They have asked you to start preparing
for implementing it.

Create an action plan that outlines how the technologies will be implemented, including:
 What actions (or tasks) need to occur

 What the timelines are for each task
Your answer:
Action plan
Action Timeline
Subscribe the tool which have limitless resource. Start: 23/10/2023

Have direct contact to represent the firm and End:25/10/2023
request to the staff to get the best version that fits Hours: 18 hours
the company’s structure.
Upgrading all machines and software also install Start: 16/10/2023

and evaluate all the tools in the workplace End:24/10/2023
Hours: 42 hours
Training teams on how to use the tools Start: 27/10/2023

End:29/10/2023
Hours: 18 hours
Executions are on the action, with a trained team Start: 30/10/2023

and the assistance of specialists fulfilling all the End:07/11/2023
needs of the concerns. Hours: 49 hours
Question B6
You now need to share your action plan with others.


You are to share your action plan with at least one relevant stakeholder. For example,
you may choose to share your plan with your manager or members of your team.
Provide evidence of how you have shared your action plan with others, such as in the
form of meeting minutes or email screenshots.

You need to share your action plan with Alex, an Operations Manager at Hino Tech.
Prepare text for an email that is:
 Addressed to Alex
 Briefly summarises your action plan
 Explains that the action plan is attached to the email
 Uses professional language appropriate for a workplace email
Your answer:
Dear Alex,
I am writing this email to you in regards, I would like to share the summaries of our
action plan for the company approved new tools.
First,
Subscribe the tool which have limitless resource. Have direct contact to represent the
firm and request to the staff to get the best version that fits the company’s structure.
Start: 23/10/2023
End:25/10/2023
Hours: 18 hours
Second,
Upgrading all machines and software also install and evaluate all the tools in the
workplace
Start: 16/10/2023
End:24/10/2023

Hours: 42 hours
Third,
Training teams on how to use the tools
Start: 27/10/2023
End:29/10/2023
Hours: 18 hours
Last,
Executions are on the action, with a trained team and the assistance of specialists
fulfilling all the needs of the concerns.
Start: 30/10/2023
End:07/11/2023
Hours: 49 hours
Those activities will last around 3 weeks and the training must be completed by all of us.
Greatly appreciate for your dedication to imply this for the benefit of our company.
Best reagrds,
Question B7
Now that your action plan has been developed and communicated to others, you need to
implement the new digital technologies for collaboration.

Provide evidence of how you have implemented the two new technologies for
collaboration. For example, this evidence may be in the form of email screenshots or
screenshots of digital software.

Describe how you will implement the action plan and make sure all deadlines are met.

Your answer:
Dear Alex,
Thank you for all your supports for the project, we will now start with the project on the
planned dates. We will be focusing on what is required right now. He duties will begin as
soon as the leaders are summoned and directed. Our first meeting will be held on the
11/10/2023 at 9:30 am, it would be an honour for you to join us. You’ll be invited
through Google Meet to discuss some of the benefits of the new tools.
Thank you in advance.

Best regards,
Question B8
You now need to organise training for the new technologies for collaboration.

You are to organise training in using the new technologies for collaboration you
implemented as part of the previous question. Organising this training could involve:
 Preparing a training plan for a session on using the new technologies, or

 Scheduling a team meeting to demonstrate the new technologies, or
 Communicating with your Human Resources team and ensuring they organise
training for employees
Provide evidence of how you have organised training on the new technologies. For
example, this evidence may be in the form of a training plan or email screenshots.
The Operations Manager at Hino Tech has asked you to run a training session on using

the two new technologies. The training session is to last for approximately 30 minutes.
Create a plan for the training session that outlines:
 The sections that your training session will have (for example, one may be an
introduction and one may be an activity)
 The purpose of each section
 The resources required for each section, such as a computer and projector
Answer in 25-50 words using the template below.
Your answer:
Training plan
Section Purpose Resources required
Skill Understand what/how to do. To Training on the job

have skills for putting the tools into
the action.
Knowledge Helps to make a person know how Theoretical education

to do their activities and basis to be
conceived.
Attitude Mentoring support and assistance, Up to the professional

increasing confidence and
professionalism in the knowledge
Execution of plan It is defined the knowledge, In action

abilities, and attitudes to
determine an employee is
competent 3 factors must be
considered.


5. Task C – Prepare for developing

business relationships
5A. Instructions
Task C follows on from Task B. In this task, you are to prepare for networking and
developing business relationships.
5B. Questions
Question C1
Identify business development and networking objectives in relation to:
 The organisation
 Your own role
Answer in 12-25 words using the table below. You may add more rows if needed.
Your answer:
Organisational business development and networking objectives
Objective 1: To engage in business networking and help professionals expand

their network
Objective 2: It can lead to new opportunities that allows networking stay

updated professionally.
Business development and networking objectives related to your own role
Objective 1: To identify and generate opportunities for growth
Objective 2: To contribute strategically and cooperatively to comprehensive

objective.
Question C2
Determine two formal and two informal networking opportunities you can use to improve
and build relationships. For each opportunity:
 Identify the networks you will use

 Outline what you hope to gain by participating in each network
Your answer:
Formal networking opportunities
Formal networking opportunity 1
Identify the network you will Follow up

use:
Outline what you hope to gain Skill development

by participating in the network:
Formal networking opportunity 2
Identify the network you will Engage with others

use:
Outline what you hope to gain Knowledge and insights

Informal networking opportunities
Informal networking opportunity 1
Identify the network you will Online networking

use:
Outline what you hope to gain Building relationship

Informal networking opportunity 2
Identify the network you will Trade fairs

use:
Outline what you hope to gain Support and advice

Question C3
You now need to network.
While networking, make sure you promote your organisation.

You are to undertake the networking opportunities you identified in the previous
question.
Provide evidence of how you have engaged in formal and informal networking. For
example, this evidence may be in the form of screenshots of LinkedIn groups, photos of
being at networking events, email screenshots or meeting minutes.

Describe how you will participate in the networking opportunities identified in the
previous question.

Your answer:
I would be attending networking events, industry associations, and conferences. Engage

with professionals on social media participate in virtual networking events, to establish a
strong professional network.
Question C4
You are to plan for how you will build and maintain at least two different business
relationships.
Develop a plan that:
 Identifies the two business relationships you will develop and improve
 For each relationship, outlines:
o The individual(s) involved in the relationship
o How you plan to communicate with this individual(s) – make sure this
includes a mix of written and verbal communication
o Ways you can build rapport with the individual(s) and improve the existing
relationship
o Ways you can represent and promote organisational interests
o Any barriers that may limit the success of the business relationship
Your answer:
Business relationships plan
Business relationship 1
The individual(s) involved in the Relationship with suppliers

relationship:
How you plan to communicate with Regular communication by emails, phone calls,

this individual(s): and face-to-face meetings
Ways you can build rapport with the To achieved by maintaining transparency, to
individual(s): improve the existing relationship
Ways you can represent and Negotiating favourable terms, ensuring quality
promote organisational interests: and timely delivery.
Any barriers that may limit the It can be mitigated by employing multilingual
success of the business relationship: staff, understanding cultural norms, and having
a robust logistics plan.
Business relationship 2
The individual(s) involved in the Relationship with customers

relationship:
How you plan to communicate with communication by emails, phone calls, and
this individual(s): face-to-face meetings used customer service
and feedback
Ways you can build rapport with the To provide excellent customer service,
individual(s): understanding their needs.
Ways you can represent and Promoting its products or services, maintaining
promote organisational interests: positive business brand, and customer
satisfaction.
Any barriers that may limit the Have regular training to the customer service
success of the business relationship: team, maintaining clear communication, and
staying updated with market trends.
Question C5
Now you have developed your business relationships plan, you need to share it with others
and seek their feedback.


You are to share your business relationships plan with at least one relevant stakeholder.
For example, you may choose to share your plan with a business development manager
or your own manager.
Provide evidence of how you have shared your business relationships plan with others,
such as in the form of meeting minutes or email screenshots.

You need to share your business relationships plan with Jane Zhou, a Business
Development Director at Hino Tech. Prepare text for an email that is:
 Addressed to Jane
 Introduces the individuals you wish to build better business relationships with
 Briefly summarises your business relationships plan
 Explains that the plan is attached to the email
 Seeks feedback on the plan
Your answer:
Dear Jane,
I am writing this email for reaching out to discuss our plan to strengthen relationships
with key business partners. The detailed plan is attached for your review. I would be
really appreciating your valuable feedback.
Best regards,

6. Task D – Establish and improve

business relationships
6A. Instructions
Task D follows on from Task C. In this task, you are to develop and improve two business
relationships.
6B. Questions
Question D1
You now need to take action to develop and strengthen a relationship you have with a
business contact.

You are to take action to improve the relationship with the first business contact you
identified in your business relationships plan (as created as part of Task C). Make sure
you use written communication, such as emails, LinkedIn messages or instant messages,
when developing this relationship.
Describe how you have interacted with the business contact and what the outcomes of
this interaction were. For example, consider any strengths of the relationships as well as
any issues you have encountered.
Also provide evidence of your interaction, such as in the form of email screenshots or
screenshots of instant messages.

You are to build your relationship with Tom, a business development manager. Provide

text for a short LinkedIn message to be sent to Tom that:
 Greets Tom
 Congratulate Tom on his new job role
 Briefly reminds Tom of how you met
 Asks Tom if he will be attending e-educationX 25, an upcoming online education
conference
 Takes an interest in Tom’s professional life
Your answer:
Hi Tom,
I hope this message finds you well. I would like to take a moment to congratulate you on
your new role as a Business Development Manager. Your dedication and hard work have
paid off.
I remembered when we met last year at the E-educationX 24 conference during the
panel discussion on digital learning trends.
Speaking of which, I was wondering if you will be attending this year E-educarionX 25
conference? Looking forward to hearing from you.
Best regards,
Question D2
You need to take action to develop and strengthen a relationship you have with another
business contact.

You are to take action to improve the relationship with the second business contact you
identified in your business relationships plan (as created as part of Task C). Make sure
you use oral communication, such as a phone call, face-to-face meeting or virtual

meeting.
Describe how you have interacted with the business contact and what the outcomes of
this interaction were. For example, consider any strengths of the relationships as well as
any issues you have encountered.
Also provide evidence of your interaction, such as in the form of meeting minutes or
screenshots of virtual meetings.

You are to role play being a Business Development Officer at Hino Tech. You are to meet
with Juan Freeman, an Operations Manager at LisbonCo College, to further improve your
relationship.
This position of Operations Manager can be role played by your trainer, friend, family
member, work colleague or another student in your unit. To enable them to play this
role, you will need to provide them with the briefing instructions provided in the
appendix of the Case Study Information document.
Use the meeting to:
 Describe the Hino Tech technology being offered to LisbonCo College

 Describe the benefits of this technology
 Highlight the strengths of Hino Tech
After your meeting, record notes of what was discussed.
Your answer:
Me: Good morning, Juan Freeman and welcome to Hino Tech.

I would briefly explain what we do and our expertise in the field.
I would like to ask Juan about the operations at LisbonCo College, their current systems
and any challenging. This would help me to understand better.
Based on Juan’s responses
Me: I would like to present how Hino Tech’s products can help. Do you have any

concerns questions?
Juan’s responses
Me: I would like to summaries the key points discussed.
After the meeting

Me: send a follow up email and thank you for his time
Question D3
You now need to reflect on the business relationships you engaged with over the previous
two questions.

You are to provide an update on your business networking activities to at least one
stakeholder with an interest in business relationships. For example, this may be a sales
manager or business development manager.
During your update, you are to:
 Describe the strengths of the relationships you have formed

 Communicate any issues you have encountered
 Seek advice on improving the relationship
Provide evidence of your interaction, such as in the form of email screenshots, meeting
minutes or screenshots of virtual meetings.

You are to provide an update on your business networking activities to Jane Zhou, a
Business Development Director at Hino Tech. Prepare text for an email that is:

 Addressed to Jane
 Summarises the strengths of the relationships you have formed with business
contacts
 Communicates any issues you have encountered
 Seeks advice from Jane on how the business relationship could be further
improved
 Uses professional language appropriate for a workplace email
(Answer in 25-50 words)
Your answer:
Dear Jane,
I am writing this email to provide an update on my recent business activities.
Over the past few months, I have been able to establish strong relationships with several
key business contacts. These relationships have been built on mutual respect and
understanding and have already proven to be beneficial for our company. Our contacts
have shown a keen interest in our products and services and have provided valuable
feedback that has helped us improve our offerings.
However, there have been a few challenges along the way. Some contacts have
expressed concerns about our delivery times, which they feel could be improved. While
we have been working diligently to address these concerns, it has been a bit of a
struggle to meet their expectations without compromising on the quality of our
products.
I would appreciate your advice on how we could further improve these business
relationships. Specifically, I am interested in your thoughts on how we could better
manage our contacts' expectations regarding delivery times, while still ensuring the
quality of our products.
Thank you in advance for your guidance. I look forward to hearing from you soon.
Best regards

7. Assessment submission
7A. Instructions
Once you have completed Tasks A-D, you may submit your assessment. Ensure you do this
by the provided due date.
Before submitting, use the checklist below to make sure you have completed all questions
and provided all relevant evidence.
7B. Checklist
STUDENT SELF-CHECKLIST
Instructions: Place a tick ‘✓ ’ in the Yes (“Y”) column for each component you have completed.
Have you… Related assessment Y

question(s)
✓
Answered all knowledge questions? Task A, Questions A1 – A16
Answered all practical questions? Task B, Questions B1 – B8
Task C, Questions C1 – C5
Tasks D, Questions D1 – D3
Attached a copy of the policies and Task B, Question B1

procedures related to business networking
(if using your own workplace)?
Provided evidence of how your team Task B, Question B2

currently using technologies (if using your
own workplace)?
Provided a link to a video recording of your Task B, Question B4

meeting (if not observed directly)?

Provided evidence that your business case Task B, Question B5

has been approved (if using your own
workplace)?
Provided evidence of how you have shared Task B, Question B6

your action plan with others (if using your
own workplace)?
Provided evidence of how you have Task B, Question B7

implemented the two new technologies for
collaboration (if using your own workplace)?
Provided evidence of how you have Task B, Question B8

organised training on the new technologies
Provided evidence of how you have engaged Task C, Question C3

in formal and informal networking (if using
your own workplace)?
Provided evidence of how you have shared Task C, Question C5

your business relationships plan with others
Provided evidence of using written Task D, Question D1

communication to build and maintain a
business relationship (if using your own
workplace)?
Provided evidence of using oral Task D, Question D2

communication to build and maintain a
business relationship (if using your own
workplace)?
Provided evidence of delivering an update to Task D, Question D3

at least one stakeholder (if using your own
workplace)?

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BSBTEC404-BSBTWK401

Collaborate and build business

3. Task A – Knowledge questions........................................................................................7

4. Task B – Prepare for collaboration................................................................................16

5. Task C – Prepare for developing business relationships................................................28

6. Task D – Establish and improve business relationships.................................................34

Student Assessment Guide: BSBTEC404-BSBTWK401 Version: v22.0 Page 2 of 44

Developed by: ACBI Approved by: DoS Issued: February 2023

This assessment will assess the following competencies:

1. Review existing digital technology use in the business

1B. What you are required to do

 Task A – Knowledge questions

You may choose to base Tasks B, C and D on:

a) The provided case study, OR

Student Assessment Guide: BSBTEC404-BSBTWK401 Version: v22.0 Page 3 of 44

Developed by: ACBI Approved by: DoS Issued: February 2023

 Objectives the organisation has for business development and networking

1C. A note on plagiarism and referencing

1D. A note on plagiarism and referencing

 Answer all parts of each question

Student Assessment Guide: BSBTEC404-BSBTWK401 Version: v22.0 Page 4 of 44

Developed by: ACBI Approved by: DoS Issued: February 2023

 Use your own words and give examples wherever possible

Student Assessment Guide: BSBTEC404-BSBTWK401 Version: v22.0 Page 5 of 44

Developed by: ACBI Approved by: DoS Issued: February 2023

Trainer / Assessor Name:

Qualification: BSB30220 Certificate III in Entrepreneurship and New Business

BSBTEC404 Use digital technologies to collaborate in a work

Due Date: Date Submitted:

Declaration: I have read and understood the following information at the

I declare this assessment is my own work and where the work is of

Name (please print):

Student Assessment Guide: BSBTEC404-BSBTWK401 Version: v22.0 Page 6 of 44

Developed by: ACBI Approved by: DoS Issued: February 2023

3. Task A – Knowledge questions

When answering the questions, make sure you:

 Answer all parts of each question

Answer in 25-40 words.

Three ways to establish and maintain business relationships are

Student Assessment Guide: BSBTEC404-BSBTWK401 Version: v22.0 Page 7 of 44

Developed by: ACBI Approved by: DoS Issued: February 2023

Answer in 25-40 words.

Answer in 25-50 words.

Network Description Example

Student Assessment Guide: BSBTEC404-BSBTWK401 Version: v22.0 Page 8 of 44

Developed by: ACBI Approved by: DoS Issued: February 2023

Answer in 12-25 words.

Name of the association or network: Australian Government Leadership Network

Its purpose: To committee the senior executives from a

Answer in 25-40 words.

Characteristic Why this characteristic is important for

Student Assessment Guide: BSBTEC404-BSBTWK401 Version: v22.0 Page 9 of 44

Developed by: ACBI Approved by: DoS Issued: February 2023

effective business negotiation

1 Ability to persuade others By having a good speech and conflict it is

2 Knowledge of the subject For dealing in a business or any other field,

3 Listening Listening to somebody it makes you an

4 Ability to express thoughts By using your words to convince them to do

Briefly describe the concept of a win-win negotiation.

Answer in 12-25 words.

Answer in 12-25 words.

Student Assessment Guide: BSBTEC404-BSBTWK401 Version: v22.0 Page 10 of 44

Developed by: ACBI Approved by: DoS Issued: February 2023

List three organisational policies and procedures relevant to business relationships.