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PROJECT

PORTFOLIO
BSBWRT411
WRITE COMPLEX
DOCUMENTS
First published 2020

RTO Works
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0452 157 557

© 2020 RTO Works

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Business Works is a series of training and assessment resources developed for qualifications within the Business Services
Training Package.
Contents

Section 1: Document planning 6


Section 2: Document creation and development 12

BSBWRT411 Write complex documents | 4


Student name: GABY PINTO

Assessor:

Date: 26/04/24

Business this assessment is GROW MANAGEMENT


based on:

Document 1 description: Newsletter

Document 2 description: Policy and Procedures

Document 3 description: Email

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Section 1: Document planning

Document 1

Document description Newsletter


What type of document is this?
What’s is the document’s Purpose: provide clients with up to date information
purpose?
Audience: Clients
Who is the audience?

What are the organisational FONTS/STYLES


requirements for this document?
Style: Details and Sample
Outline the document design,
Heading 1: - Main headings-Arial 16,Bold. Title case
format, style and structure
requirements here. - Paragraph spacing before and after 12pt

What do you need to consider Heading 2: - Sub Heading1 - Arial14, Bold. Title Case
about the document’s - Paragraph spacing before and after 6pt
appearance?
Heading 3: - Sub Headin 2 - Arial 12, Bold. Sentence Case
What type of tone are you
aiming for in the text? - Paragraph spacing before and after 6pt
Normal: - Normal text - Arial 12
- Paragraph spacing before and after 3pt
*Capital letters on all words except insignificant words such as
‘and’, ‘or’, ‘with’ and ‘in'.
LogoSize: 230mm x 538mm
Location: Left-hand side of header.
Page layout
Margins: Top and Bottom (2.3cm) LEft and Rigth(2.5cm)
Header and Footer: Header(0.5cm) Footer (1.25cm)
Header
Logo Positioned at the left side of header, first page only Company
details and address, right justified:
Grow Management Consultant
Address
www.growmanagement.com.au

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How will this document be sent, Email
distributed or communicated to
its intended audience?

Document layout and flow ● Trends in leadership, plus a reminder of upcoming events
and new products.
Provide an overview of the
content and layout of the Summary of headings and content to be included in the newsletter
document.
● Trends in Leadership
Are there different sub-sections ● Upcoming event
or categories to this document? ● New Product
Identify them.
Include main topics and
structure of the communication.
Consider how you will sequence
your information in a logical flow
for readability.

Technical requirements ● Template for Newsletter


● Creating, editing, saving and printing documents.
Outline the key features of the
● Copying, pasting, moving and deleting text within a
word processing software you
document.
are going to use for this
● Formatting text, such as font type, bolding, underlining or
document and why you have
italicizing.
chosen this.
● Creating and editing tablet.
● Inserting elements from other software, such as
illustrations orphotographs.

Attach: Documents reviewed as part of ☐


your planning (organisational
policies, procedures, Style
Guide etc)

Recording of conversation with ☐


manager (if applicable)

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Document 2

Document description Policy and Procedures


What type of document is
this?
Purpose: provide to staff on the importance of safe manual handling
What’s is the document’s procedures.
purpose?
Audience: All staff
Who is the audience?

What are the organisational FONTS/STYLES


requirements for this
Style: Details and Sample
document?
Heading 1: - Main headings-Arial 16,Bold. Title case
Outline the document design,
format, style and structure - Paragraph spacing before and after 12pt
requirements here. Heading 2: - Sub Heading1 - Arial14, Bold. Title Case
What do you need to consider - Paragraph spacing before and after 6pt
about the document’s
appearance? Heading 3: - Sub Headin 2 - Arial 12, Bold. Sentence Case

What type of tone are you - Paragraph spacing before and after 6pt
aiming for in the text? Normal: - Normal text - Arial 12
- Paragraph spacing before and after 3pt
*Capital letters on all words except insignificant words such as ‘and’,
‘or’, ‘with’ and ‘in'.
LogoSize: 230mm x 538mm
Location: Left-hand side of header.
Page layout
Margins: Top and Bottom (2.3cm) LEft and Rigth(2.5cm)
Header and Footer: Header(0.5cm) Footer (1.25cm)
Header
Logo Positioned at the left side of header, first page only Company
details and address, right justified:
Grow Management Consultant
Address
www.growmanagement.com.au

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How will this document be Copies can be found in staff manuals, staff areas, centrally located
sent, distributed or folders, and the organization's intranet system.
communicated to its intended
audience?

Document layout and flow The significance of proper manual handling should be included, at the
very least, in the safe manual handling protocol.
Provide an overview of the
content and layout of the Grow Management's safe manual handling incidence statistics.
document.
2020 consultants should emphasize the importance of the protocols
Are there different sub- because five occurrences of injury from manual handling were
sections or categories to this reported. This amounts to 50% of all work-related injuries.
document? Identify them.
● Getting ready for manual labor.
Include main topics and ● Examining the weight before raising it.
structure of the ● Moving into position and correct body posture.
communication.
Manual handling methods
Consider how you will
sequence your information in
a logical flow for readability.

Technical requirements Creating, editing, saving and printing documents.


Outline the key features of the Copying, pasting, moving and deleting text within a document.
word processing software you
Formatting text, such as font type, bolding, underlining or italicizing.
are going to use for this
document and why you have Creating and editing tables.
chosen this. Inserting elements from other software, such as illustrations or
photographs.

Attach: Documents reviewed as part of your planning ☐


(organisational policies, procedures, Style Guide etc)

Recording of conversation with manager (if applicable) ☐

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Document 3

Document description Email


What type of document is Purpose: a welcome email for conference participants outlining the
this? program for the day that also builds excitement for the conference.
What’s is the document’s Audience: conference participants
purpose?
Who is the audience?

What are the organisational FONTS/STYLES


requirements for this
Style: Details and Sample
document?
Heading 1: - Main headings-Arial 16,Bold. Title case
Outline the document design,
format, style and structure - Paragraph spacing before and after 12pt
requirements here. Heading 2: - Sub Heading1 - Arial14, Bold. Title Case
What do you need to consider - Paragraph spacing before and after 6pt
about the document’s
appearance? Heading 3: - Sub Headin 2 - Arial 12, Bold. Sentence Case

What type of tone are you - Paragraph spacing before and after 6pt
aiming for in the text? Normal: - Normal text - Arial 12
- Paragraph spacing before and after 3pt
*Capital letters on all words except insignificant words such as ‘and’,
‘or’, ‘with’ and ‘in'.
LogoSize: 230mm x 538mm
Location: Left-hand side of header.
Page layout
Margins: Top and Bottom (2.3cm) LEft and Rigth(2.5cm)
Header and Footer: Header(0.5cm) Footer (1.25cm)
Header
Logo Positioned at the left side of header, first page only Company
details and address, right justified:
Grow Management Consultant
Address
www.growmanagement.com.au

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How will this document be Email
sent, distributed or
communicated to its intended
audience?

Document layout and flow An email introducing the day's schedule and creating anticipation for
the conference is sent out to conference attendees as a welcome
Provide an overview of the
email. It will be distributed to all registrants along with the conference
content and layout of the
schedule.
document.
Are there different sub-
sections or categories to this
document? Identify them.
Include main topics and
structure of the
communication.
Consider how you will
sequence your information in
a logical flow for readability.

Technical requirements Creating, editing, saving and printing documents.


Outline the key features of the Copying, pasting, moving and deleting text within a document.
word processing software you
Formatting text, such as font type, bolding, underlining or italicizing.
are going to use for this
document and why you have Creating and editing tables.
chosen this. Inserting elements from other software, such as illustrations or
photographs.

Attach: Documents reviewed as part of your planning ☐


(organisational policies, procedures, Style Guide etc)

Recording of conversation with manager (if applicable) ☐

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Section 2: Document creation and development

Drafting stage

Document 1

Review the document against Document list doc.


the specified criteria and your
planning above. Does it meet
the criteria? If not, what
changes do you need to
make?
Attach any document
checklists used as evidence
in this section.

Outline any additional Company Style Guide


information sources you used
to fill gaps or make changes
as relevant.

Attach: Final draft document ☐

Review and approval stage

Who needs to approve this Dear Admin,


document and how?
Please add logo and staff of the month photo and proceed with the
Attach evidence of approvals finalize of the newsletter. Thank you.
received

Regards,
The Operation Manager

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What feedback / amendments Add logo and staff of the month photo.
did you make in the drafting
stages? Outline these here as
relevant.

What process did you follow


for checking:
● Suitability of the document you created. Encompassing the
following elements: audience, goal, format, and structure.
● Suitability of your
● Grammar, spelling, and style for precision and punctuation.
developed document
including audience,
purpose, format, and
structure

● grammar, spelling and


style for accuracy and
punctuation?

Attach: Final document ☐

Document checklist ☐

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Drafting stage

Document 2

Review the document against


the specified criteria and your
planning above. Does it meet
the criteria? If not, what
changes do you need to
make?
Attach any document
checklists used as evidence
in this section.

Outline any additional Company Style Guide


information sources you used
to fill gaps or make changes
as relevant.

Attach: Final draft document ☐

Review and approval stage

Who needs to approve this Dear Admin,


document and how?
Attach evidence of approvals
Please add cover page and spelling check and proceed with the
received
finalize of the newsletter. Thank you.

Regards,
The operation manager

BSBWRT411 Write complex documents | 14


What feedback / amendments Add cover page and spelling check
did you make in the drafting
stages? Outline these here as
relevant.

What process did you follow ● Suitability of the document you created. Encompassing the
for checking: following elements: audience, goal, format, and structure.
● Grammar, spelling, and style for precision and punctuation.
● Suitability of your
developed document
including audience,
purpose, format, and
structure
grammar, spelling and style
for accuracy and punctuation?

Attach: Final document ☐

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Drafting stage

Document 3

Review the document against


the specified criteria and your
planning above. Does it meet
the criteria? If not, what
changes do you need to
make?
Attach any document
checklists used as evidence
in this section.

Outline any additional Company Style Guide


information sources you used
to fill gaps or make changes
as relevant.

Attach: Final draft document ☐

Review and approval stage

Who needs to approve this Dear Admin,


document and how?
Attach evidence of approvals
Please add logo and proceed with the finalize of the newsletter.
received
Thank you.

Regards,
The operation Manager

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What feedback / amendments add logo
did you make in the drafting
stages? Outline these here as
relevant.

What process did you follow ● Suitability of the document you created. Encompassing the
for checking: following elements: audience, goal, format, and structure.
● Grammar, spelling, and style for precision and punctuation.
● Suitability of your
developed document
including audience,
purpose, format, and
structure
grammar, spelling and style
for accuracy and punctuation?

Attach: Final document ☐

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