intel-writers.com · web viewlevel 2, 25 george street, parramatta, nsw 2150. phone: +61 2 9633...

Asse

ssm

ent T

ool

BSBADM506

Manage Business Document Design and Development

BSB50215

Diploma of Business

Version 5.0

September 2015

Level 2, 25 George Street, Parramatta, NSW 2150Phone: +61 2 9633 1222 Fax: +61 2 9633 1888

Email: [email protected] Web: www.australisinstitute.nsw.edu.au

ABN 17 120 701 911 | RTO ID 91630 | CRICOS ID 03173K

http://www.australisinstitute.nsw.edu.au/

mailto:[email protected]

Table of ContentsPRE-ASSESSMENT CHECKLIST................................................................................................................................................... 2

ASSESSMENT SUBMISSION SHEET............................................................................................................................................ 2

ASSESSMENT INFORMATION................................................................................................................................................... 2

BUSINESS SCENARIO................................................................................................................................................................ 2

ASSESSMENT ACTIVITY 1 DESIGN AND DEVELOP SALES REPORT TEMPLATE..............................................................................2

ASSESSMENT ACTIVITY 2: DESIGN AND DEVELOP A TRAINING MANUAL...................................................................................2

ASSESSMENT ACTIVITY 3 – STAFF TRAINING............................................................................................................................ 2

TRAINING SESSION CHECKLIST..............................................................................................................................................................2

ASSESSMENT ACTIVITY 4: CONTINUOUS IMPROVEMENT......................................................................................................... 2

ASSESSOR MARKING AND FEEDBACK FORM: ASSESSMENT ACTIVITIES.....................................................................................2

Assessment Submission SheetCourse Title Diploma of Business Course Code BSB50215

Unit Title Manage Business Document Design and Development Unit Code BSBADM506

Version 5.0 Created on September 2015

Please read and sign this assessment coversheet and submit it together with your assessment to your Assessor by the due date.

Student Name Student ID

Assessor Date Due

DeclarationI affirm that all work submitted in this assessment is my own work and does not involve plagiarism or teamwork other than that authorised for any particular assessment activity. I have been explained and understood the serious consequences in case this work is found plagiarised.

Student Signature: Date Signed: ____/____/____

Assessor Use Only

First Submission Date Re-submission Date Re-assessment Date

S NYS ___/___/____ S NYS ___/___/____ S NYS ___/___/____

Feedback: Trainer/Assessor’s Comments:

I hereby confirm that I have been given feedback from the Assessor and I agree with the assessment outcome.

Student Signature

Assessor Signatur

eDate ___/___/______

Student Feedback on Assessment: Would you like to make any comments about this assessment?

Assessment Receipt

Student Name Student ID

Course Code & Title BSB50215 Diploma of Business Extension Granted Yes No

Unit Code & Title BSBADM506 Manage Business Document Design and Development Date Received ___/___/____

First Submission Re-submission Re-assessment Received by

BSBADM506 Version 4.0 Created on June 2015

Pre-assessment ChecklistCandidate’s name:Units of competency: BSBADM506 – Manage Business Document Design and DevelopmentTrainer/Assessor:Date:

Checklist Comments

Talked to the candidate about the purpose of the assessment.

Discussed the assessment environment and the process covering when the assessment will occur, where the assessment will occur, who will assess the candidate, and the feedback process.

Printed the unit outline and explained the unit of competency including each element, performance criteria, foundation skill, performance evidence, and knowledge evidence that the candidate will be assessed on.

Discussed the various methods of assessment, assessment instruments, submission requirements and the due date.

Discussed what resources are required to successfully complete this assessment.

Discussed what performance level is required for each assessment task.

Organised the necessary arrangements to meet the assessment conditions essential for the candidate to carry out each assessment task.

Ensured that the candidate read and understood the Student Assessment Handbook involving following concepts:

authenticity of candidate’s work re-submission, re-assessment and study plan policy/procedures appeals process regulatory information confidentiality procedures

Discussed special needs (if any) of the candidate and made the necessary arrangements.

Summarised information and allowed candidate to ask questions.


Assessment InformationThis assessment tool is designed to gather evidence on your knowledge as well as abilities on how to establish standards for the design and production of organisational documents and to manage document design and production processes to ensure agreed standards are met. Also, it collects evidence on key foundation skills outlined in unit of competency details. Your Trainer/Assessor will go through the unit of competency at the very beginning of this unit explaining each element, performance criteria, foundation skill, performance evidence, and knowledge evidence that you will be assessed on via this assessment tool. You can find more information at:https://training.gov.au/Training/Details/BSBADM506.

This assessment has four parts:Assessment Activity 1: Design and Develop Sales Report TemplateYou will develop a template based on the requirements provided and automate it by recording a series of macros, where the document must comply with the rules set out in the organisational Style Guide.

Assessment Activity 2: Design and Develop a Training ManualYou will create a training manual based on the template created in Assessment Activity 1. The Manual will be created based on the requirements outlined in the activity and conform to the rules set out in the organisational Style Guide.

Assessment Activity 3: Staff Training

You will provide a 10-15 minutes training to the class on how to use the template which was developed earlier.

Assessment Activity 4: Continuous Improvement

Based on a scenario, you will implement improvements in accordance with organisational procedures.

Your Trainer/Assessor will provide you the following sources prior undertaking this assessment:Coffee HouseStyle Guide

Organisational Style Guide which sets standards for document design and production.

2014 Coffee Sales.csv A comma separated values (CSV) file which contains data that represents the amount of sales for each type of coffee bean sold in 2014.

2015 Coffee Sales.csv A CSV file which contains data that represents the amount of sales for each type of coffee bean sold in 2015.

Coffee House Cover Coffee House logo with [1485 px x 2100 px] dimensions, 300 pixels per inch and 300 dpi settings.

Coffee House Header Coffee House logo with [472 px x 472 px] dimensions and 300 pixels per inch settings.

Submission Checklist is provided to you after the assessment activities as a tool to ensure that you are not missing any document in your submission.

Remember! Your Trainer/Assessor is your best source of help. If you have any special needs, make sure you check with your Trainer/Assessor in advance of undertaking this assessment.


https://training.gov.au/Training/Details/BSBMKG501

Business Scenario

Sales Report Template

Coffee House is an Australian coffee company and coffeehouse chain based in Sydney, NSW. Coffee House is one of the largest coffeehouse company in the world with 2,861 stores in 12 countries.

Coffee House specialises in selling superior coffee beans which are sourced from world’s top quality coffee producers, including El Salvador, Colombia, Kenya, Indonesia, Guatemala, Panama, Brazil, Puerto Rico, and Hawaii. The company has its own coffee roastery facilities which are equipped with in-house roasting equipment.

Coffee House also sells espresso machines and accessories which are used to brew espresso from coffee capsules. The company manufactures both machines and capsules that can be purchased through a number of online stores and supermarkets.

It was reported in the previous sales meeting that the Sales Team has been having issues with analysing the sales data for the years 2014 and 2015. The company is currently selling nine different coffee beans and the Sales Team needs to have quarterly statistical reports to keep track of the sales performance of each product.

The Team needs a template which automates the process and does the following: import 2014 Sales Quantity Data from a CSV file for comparison import 2015 Sales Quantity Data from a CSV file for comparison perform a change analysis for each quarter calculate the percentage change for each quarter create a chart that shows the percentage change along with the change in quantity for Quarter 3 print the report that shows all figures and the chart.

You are working as the Document Management Specialist and have been informed by the Sales Manager that the Sales Team doesn’t have any skills to create a template which automates the tasks listed above. Therefore, a training session will be required to ensure that the Sales Team is able to use the template to suit their needs.


Assessment Activity 1 Design and Develop Sales Report TemplateIn this activity, you are required to develop a Sales Report template for the Coffee House Sales Team in accordance with the requirements provided. You must familiarise yourself with the Coffee House Style Guide.

Sales Report Template General Requirements

The template must: conform to the standards and legislative requirements outlined in the Coffee House Style Guide be prepared in Microsoft Excel (2010 onwards) have a professional outlook reflecting the company’s organisational image perform the following through the use of macro controls (buttons):

- import 2014 Coffee Sales.csv- import 2015 Coffee Sales.csv- undertake a change analysis calculating:

the change in quantity for each quarter the percentage change for each quarter

- save the output in PDF format- clear template after use

Your template must have a separate macro control for each requirement listed here.

display an appropriate chart illustrating the quantity of change and percentage of change for Quarter 3 be saved in a macro file format, named properly, stored in Dropbox, and shared with your Trainer/Assessor work without any issues.

Sales Report Template Specific Design Requirements

The design of the template must include the following:Header Company Logo placed on top-left

Title placed on top-middle with appropriate font sizeFooter Author Full Name placed on bottom-left

Date of creation placed on bottom-middlePage x of y placed on bottom-right

Print Layout appropriate orientation must be selected to ensure document readabilityGridlines no gridlines to be shown either in the softcopy or hardcopy printed versionMacro Controls must be laid out logically, prominent and sized suitablyChart must clearly display the content, be aligned properly and easily seen

coffee products must be shown in a different darker colour than percentage change must not have gridlines secondary axis must be shown in ‘dash type’ with 3 pt width and an appropriate Size 5

built-in marker optionData percentage must not show any decimals

content is center-aligned must be clearly tabled and formatted

Change Analysis must conform to the following pattern:


Product Qtr 1 % Change Qtr 2 % Change Qtr 3 % Change Qtr 4 % Change


Paper Design Prototype

Your Sales Manager has given you the following paper design prototype to give you an idea of what they need:

You must submit the following to your Trainer/Assessor:

the Sales Report Template (empty, hardcopy print) the Sales Report Template (complete with content, hardcopy print) VBA code for the following:

- importing 2014 Coffee Sales.csv- importing 2015 Coffee Sales.csv- undertaking the change analysis- saving the output in PDF format- clearing the template after use

You must submit the Sales Report Template and be deemed satisfactory with Assessment Activity 1, prior to developing the Training Manual in Assessment Activity 2.


Assessment Activity 2: Design and Develop a Training ManualIn this activity, you are required to develop a Training Manual for the Sales Team members which provides step-by-steps instructions on how to use the Sales Report template. Requirements are provided.

Training Manual General Requirements

The manual must: conform to the standards and legislative requirements outlined in the Coffee House Style Guide be prepared in Microsoft Word (2010 onwards) have a professional and consistent outlook reflecting the company’s organisational image be specifically designed for the Sales Team considering their skills and previous work experience be easy to read provide each functionality in the template providing easy to follow instructions have an attractive and formal appearance be saved in an appropriate file format, named using a clear naming convention, stored in Dropbox, and shared

with your Trainer/Assessor.

Training Manual Specific Document Requirements

The design of the template must include the following:

Cover Page

placed at the very beginning of the Manual include:

- organisational logo (300 dpi, no distortion, center-aligned)- document title (‘Training Manual’, 36 pt., Bold, center-aligned)- document subtitle (‘The Sales Report Template’, 22 pt., center-aligned)- version number (16 pt., center-aligned)- date (16 pt., center-aligned)

no page number to be shown

Table of Contents(TOC)

placed after the Cover Page show all heading levels in the Manual no page number to be shown no header and footer to be shown

Version Control placed after the Table of Contents shown as standalone in a page – no other content to be included in the page must have the same structure in the Coffee House Style Guide (pg. 1)

Introduction page What the manual is about? How to use the Manual? For whom the Manual is created for?

Reference list placed at the very end of the Manual include all in-text citations

Header Company Logo placed on top-left on all pages except the Cover Pager and TOC..Footer

Document Title version # Date of creation Page x of y

placed on bottom-left placed on bottom-middle placed on bottom-right

Print Layout appropriate orientation must be selected to ensure document readabilityIllustrations to provide clear guidance on step-by-step instructions and enhance understandingHeadings and Subheadings to separate sections

Printing and Finishing

no landscape oriented pages for printing purposes colour print


spiral binding


Assessment Activity 3 – Staff TrainingIn this activity, you are required to provide a 10-15 minutes training to the Sales Team on the use of the Sales Report Template.

Pre-training

Your Trainer/Assessor will form a group of three-four students as the members of the Sales Team. Your Trainer/Assessor will be role-playing the Sales Manager.

Your Trainer/Assessor will advise you the date, time, and location of the training session.

You must perform the following prior undertaking this assessment activity:

familiarise yourself with the Training Session Checklist prepare the following content:

- Excel template to be used during the training for demonstration purposes- one printed copy of the Training Manual to be shown to the Sales Team to collect feedback

set up the environment including the workstation, projector, speakers (if required), lights, etc. arrange any special needs in consultation with your Trainer/Assessor

During the Training

Your Trainer/Assessor will be observing you throughout the training session and assessing you based on the criteria outlined in the Training Session Checklist provided.

You must cover the following in your training agenda: how to load the 2015 sales data how to load the 2014 sales data how to conduct a change analysis how the chart works and how it is linked to the change analysis table how to export the report in PDF format how to refresh the template for future use how the macro works and populates the template monitor the use of the template by the audience ensuring their understanding until they can produce the

required outcome sources of expertise (minimum three) available externally to the Sales Team on document production.

You must demonstrate all of the criteria in the checklist to be deemed satisfactory.

After the Training

You must collect the print copy of your Training Manual from the participants. You must collect feedback on your Sales Report Template and Training Manual from the Sales Team and the Sales Manager addressing:

the quality of the documents the functionality of the documents what to improve in the documents how to improve the documents.

Amend the documents as suggested. Submit the finalised hard-copy master files to your Trainer/Assessor. Also, store the soft-copy master files to Dropbox and share with your Trainer/Assessor.


Training Session Checklist

Assessor Use Only

Assessors please tick if the evidence supplied is enough to demonstrate satisfactory performance. Also, write comments on the quality of this evidence.Did the candidate demonstrate the following: Yes No

Preparation

arranged the Training Manual and Excel template prior training checked all essential equipment needed to carry out the training session prepared a well-structured training agenda having logical flow of events arranged demonstration area so that the audience is able to see each step clearly during the training session

Delivery

provided the audience sufficient information on how to use the Sales Report Template

used an acceptable volume, tone and pitch adjusted the mode of delivery in accordance with the audience’s level of skills and understanding clearly explained each template element and used an appropriate training style

allocated time for Question/Answer session

Engagement

encouraged audience to raise questions reinforced own knowledge and skills through making the training session a two-way dialogue

responded well to targeted questions from the audience

treated the audience with respect, courtesy and sensitivity monitored the use of template by the audience until they can produce the required outcome

The candidate’s performance was: Not satisfactory Satisfactory

Feedback to candidate:


Assessment Activity 4: Continuous ImprovementThe Document Manager has been reported that the Training Manual for the Sales Report Template has been inappropriately altered by unauthorised staff in the company.

A new organisational procedure for document control has been formulated, as follows:

“All viewers must be restricted to make any changes to softcopy training materials. Only the Document Manager or the Document Management Specialist is authorised to make changes to soft-copy training materials. ”

You are required to ensure that the Training Manual is protected from unintentional editing.

In this activity, you are required to:

using a word processor, document the steps on how to protect the Training Manual from unintentional editing

- you must ensure to outline all the steps required- you must outline the entire process in a logical order- the steps outlined must be easy-to-understand and easy-to-follow- you must use screenshots to support reader understanding

protect the Training Manual restricting editing from unintentional editing ensuring no regions can be edited update the Version Control accordingly save the file in an appropriate file format, name using a clear naming convention, store in Dropbox, and

share with your Trainer/Assessor.


Assessor Marking and Feedback Form: Assessment Activities

Assessor Use OnlyAssessors please tick if the evidence supplied is enough to demonstrate satisfactory performance. Also, write comments on the quality of this evidence.Assessment Task S NYS CommentsAssessment Activity 1 Design and Develop Sales Report Template

Sales Report Template

Assessment Activity 2: Design and Develop a Training Manual

Training Manual

Assessment Activity 4: Continuous Improvement

Whole Activity

Final Result: S / NYS Final Comments:

Date: Assessor Initials:


intel-writers.com · web viewlevel 2, 25 george street, parramatta, nsw 2150. phone: +61 2 9633...

Documents