SAMPLE

ASSESSMENT KIT
BSB50207 Diploma of Business
Includes:
A s s e s s m e nt Ta s k s
Marking Guide
Mapping
A s s e s s m e nt R e c o r d T o o l
 ASSESSMENT TASKS
BSBADM506B Manage business document design and
development

Student name: _____________________________________________________________________

Date submitted: _______________________________

 INTRODUCTION

Assessment plan
The following outlines the requirements of your final assessment for BSBADM506B Manage business
document design and development. You are required to complete all tasks to demonstrate competency in
this unit.
This unit is assessed through the following:

Assessment Requirements Method of Assessment

Project 1 Project

Project 2 Project

Short answer questions Written activity

All assessments will ensure that the principles of assessment and rules of evidence are adhered to. The
principles of assessment are that assessment must be valid, fair, reliable and consistent. The rules of
evidence state that evidence must be sufficient, valid, current and authentic.
If reassessment is required, you will be given the chance to resubmit the assessment task. You will have up
to three opportunities to resubmit each assessment task. If, after the third attempt, the assessment is still not
satisfactory your trainer/assessor will make alternative arrangements for assessment.

Agreement by the student

Have you read and understood what is required of you in terms of assessment? Yes No

Do you understand the requirements of this assessment? Yes No

Do you agree to the way in which you are being assessed? Yes No

Do you have any special needs or considerations to be made for this assessment? Yes No
If yes, what are they?

___________________________________________________________________________________________________

Do you understand your rights to appeal the decisions made in an assessment? Yes No

Student name: _____________________________________________________________________________________

Student signature: ____________________________________________________ Date: ______________________

Assessor name: ____________________________________________________________________________________

Assessor signature: ___________________________________________________ Date: ______________________

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 ASSESSMENT TASK 2

Assessment Task 2: Project 2

Resources required for assessment

Access to a computer
Pen
Paper
Internet
Relevant text books/magazines/papers
Relevant templates.

Student instructions
Part 1
For this activity you will be paired up with another classmate. For the purpose of this activity you will assume
your partner has never used Microsoft Word before and is not at all familiar with the functions of this.
Management have advised they would like other staff involved in the development of the newsletter. You will
be required to develop some basic notes and undertake a training brief with your partner, explaining to them
how to use the template you have developed. As part of your training session with your partner you will need
to ensure you develop training notes on the following points and ensure this is also discussed in your
training session with them.
How to access and use the template you have provided
The organisational requirements for the layout and formatting of the newsletter each month
The macros that have been included in the newsletter and how they are to use these for future editions
of the newsletter
Any feedback your partner may have on the template and any areas for improvement or clarifications
required
You will need to provide your partner with a copy of your training notes. You should think about how you
design your notes for your partner ensuring they are easy to read, well presented and contain the relevant
information. You will then be required to demonstrate the template to them highlighting the key points as
above and included in your training notes. Throughout the training session you will need to ensure you are;
demonstrating appropriate communication skills, adjusting your training as required depending on your
partners needs and understanding, and explaining all processes clearly with appropriate language.
You will also be required to submit your training notes to your assessor as part of your assessment.

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 ASSESSMENT TASK 3

Assessment Task 3: Short answer questions

Resources required for assessment

Access to a computer
Pen
Paper
Internet
Relevant text books/magazines/papers

Student instructions
This open book task will be completed during class time. You can use the Internet, books, magazines and
other resources supplied by your trainer/assessor to help you with your answers.
Complete the questions below. You are required to answer all questions correctly. If incorrect answers are
provided, your assessor will identify if there are gaps in your knowledge and understanding and will work
with you to make arrangements for reassessment.

1. Identify and briefly describe at least five typical business documents (Tax Invoice is one such example)
commonly used across an organisation in various departments

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

2. What are macros? Write the steps to record a macro in MS Excel or MS Word.

___________________________________________________________________________________________________

___________________________________________________________________________________________________

___________________________________________________________________________________________________

___________________________________________________________________________________________________

___________________________________________________________________________________________________

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 ASSESSMENT TASK 3

3. Using the internet research 2 features that desktop publishing software has that Microsoft Word does
not. Some examples of desktop publishing software systems may be Quark, Adobe In Design, Adobe
PageMaker etc.

___________________________________________________________________________________________________

___________________________________________________________________________________________________

4. If you were struggling with developing or designing a document what sort of expertise external to the
organisation do you think you might be able to access?

___________________________________________________________________________________________________

___________________________________________________________________________________________________

___________________________________________________________________________________________________

___________________________________________________________________________________________________

5. Why do you think it is important to regularly review an organisations information technology needs and
capabilities and consider how this may affect the current or future design and production of documents?

___________________________________________________________________________________________________

___________________________________________________________________________________________________

___________________________________________________________________________________________________

___________________________________________________________________________________________________

6. Why do you think it is important to test templates and seek feedback from organisational staff and those
who will be using this?

___________________________________________________________________________________________________

___________________________________________________________________________________________________

___________________________________________________________________________________________________

___________________________________________________________________________________________________

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 MARKING GUIDE
BSBADM506B Manage business document design and
development
 INTRODUCTION

Introduction
This document is to be used as a guide to marking the assessment tasks required for this unit. Inside this
document, the tasks as well as sample/benchmark answers are provided. This document also includes a
guide to the assessment process. Trainers/assessors should also refer to the following documents:
Mapping documentation for this unit
Assessment Record Tool for this unit.

This unit is assessed in the following ways:

Project
Short answer questions.
Students must complete all assessment tasks satisfactorily in order to achieve competency for this unit.

Guide to assessment
Assessment tools
We have developed a range of comprehensive assessment tools that assessors are required to use to guide
their assessment decisions as well as document the decision process and outcomes. These tools include
the following:
Marking Guide includes a guide to assessors about acceptable answers to the assessment tasks as
well as a guide to assessors on the process of assessment.
Mapping of assessment tasks to the unit requirements.
Assessment Task booklet a booklet for the student that contains their assessment tasks.
Assessment Record Tool used by the assessor to record the decision making process.

Training and assessment strategies

Each course has a training and assessment strategy which outlines the assessment tools that are to be used
in the assessment of each course. All assessors are given a copy of the Training & Assessment Strategies
related to the courses which they assess. Assessors must ensure they work within the parameters and
guidelines of the Training & Assessment Strategy and identify any areas that may need improvement or
updating as they become aware of them.

Assessment process
Students must complete the tasks provided and submit each one on the due date prescribed by the
assessor (if applicable).
The assessor should use the Assessment Record Tool to record the assessment decision for each task. The
Record of Assessment Outcomes on the final page of the Assessment Record Tool should be completed by
the assessor and then signed and dated by both the assessor and the student.

Assessment attempts
Students have up to three attempts to complete assessment tasks satisfactorily. If after the third attempt, the
student has not completed the task satisfactorily, the assessor must make alternative arrangements for
assessment.

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 ASSESSMENT TASK 2

Assessment Task 2: Project 2

Resources required for assessment

Access to a computer
Pen
Paper
Internet
Relevant textbooks/magazines/papers
Relevant templates.

Instructions to student
Part 1
For this activity you will be paired up with another classmate. For the purpose of this activity you will assume
your partner has never used Microsoft Word before and is not at all familiar with the functions of this.
Management have advised they would like other staff involved in the development of the newsletter. You will
be required to develop some basic notes and undertake a training brief with your partner, explaining to them
how to use the template you have developed in Assessment Task 1. As part of your training session with
your partner you will need to ensure you develop training notes on the following points and ensure this is
also discussed in your training session with them.
How to access and use the template you have provided
The organisational requirements for the layout and formatting of the newsletter each month
The macros that have been included in the newsletter and how they are to use these for future editions
of the newsletter
Any feedback your partner may have on the template and any areas for improvement or clarifications
required
You will need to provide your partner with a copy of your training notes. You should think about how you
design your notes for your partner ensuring they are easy to read, well presented and contain the relevant
information. You will then be required to demonstrate the template to them highlighting the key points as
above and included in your training notes. Throughout the training session you will need to ensure you are;
demonstrating appropriate communication skills, adjusting your training as required depending on your
partners needs and understanding, and explaining all processes clearly with appropriate language.
You will also be required to submit your training notes to your assessor as part of your assessment.
Students will need to effectively provide training to their partner.
They should provide clear notes that identify the key points as identified above. They will need to provide you
with a copy of their notes as part of their assessment evidence. They should demonstrate appropriate
communication skills ensuring they are being clear and that their training partner is comprehending the
information.

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 ASSESSMENT TASK 3

Assessment Task 3: Short answer questions

Resources required for assessment

Access to a computer
Pen
Paper
Internet
Relevant text books/magazines/papers.

Students will complete this task as an open book assessment. It will be completed during class time.
Students can use the Internet to help them with their answers. Also ensure there is adequate supply of
books, magazines and any other relevant resources for students to refer to.
Students are required to answer all questions correctly. If incorrect answers are provided, identify the gaps in
their knowledge and understanding and will work with you to make arrangements for reassessment.

1. Identify and briefly describe at least five typical business documents (Tax Invoice is one such example)
commonly used across an organisation in various departments
Types of business documents may include, but are not limited to;
Brochure
Leaflet
Catalogue
Newsletter
Company brief
Presentation
Annual report
Financial Plan
Business Plan
Marketing Plan
Press release
Proposal
Staff guides
Policies and procedures
Manuals
Forms.

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 ASSESSMENT TASK 3

2. What are macros? In your own words, write step-by-step instructions to recording a macro in MS Excel
or MS Word.
Following are the instructions from Microsoft Word on how to create a macro. Students answer should
be similar to this but written in their own words.
On the View tab, in the Macros group, click the arrow by Macros and then click Record
Macro.
Do one of the following:
Begin recording To begin recording the macro without assigning it to a button on the
Quick Access Toolbar or to a shortcut key, click OK.
Create a button To assign the macro to a button on the Quick Access Toolbar, do the
following:
Click Button.
Under Choose commands from dialog box, click the macro that you are recording, and
then click Add.
Under Customize Quick Access Toolbar, select the document (or all documents) for which
you want to add the macro to the Quick Access Toolbar.
To customize the button, click Modify.
Under Symbol, click the symbol that you want to use for your button.
In the Display name box, type the macro name that you want to display.
Click OK twice to begin recording the macro.
The symbol you chose is displayed in the Quick Access Toolbar. The name you typed is
displayed when you point to the symbol.

3. Using the internet research 2 features that desktop publishing software has that Microsoft Word does
not. Some examples of desktop publishing software systems may be Quark, Adobe In Design, Adobe
PageMaker etc.
Features and functions may vary however some examples include:
Master pages
Publishing to different media
PDF forms
Preflight.

4. If you were struggling with developing or designing a document what sort of expertise (external to the
organisation) do you think you might be able to access?
This will vary depending on the student but could include things such as accessing internet user guides,
attending external training sessions, professional development workshops etc.

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 ASSESSMENT RECORD TOOL
BSBADM506B Manage business document design and
development

Student name: _____________________________________________________________________

Date assessed: _______________________________

 ASSESSMENT TASK 2

Assessment Task 2 Project 2

Use this checklist to assess each part of this assessment task.

Date:

Completed
successfully

In this task, did the student: Yes No Comments

Develop basic training notes and a

training brief and provided these to
their training partner?

Provided information regarding how to

access and use the template provided?

Identified the organisational

requirements regarding layout and
formatting?

Identified macros in the document and

provided training on how to use these?

Requested feedback from their training

partner?

Demonstrated appropriate
communication and training skills
adjusting training as required
depending on their partners needs and
understanding?

Explained all processes clearly using

appropriate language?

Reviewed standard templates and

tested macros?

Provided feedback regarding the

quality, lay out and presentation of the
document?

Identified areas for improvement if

relevant?

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 RECORD OF ASSESSMENT OUTCOMES

Record of Assessment Outcomes

This section records all the evidence used to form the final assessment decision. Please document all types
of evidence used in this assessment.
This is for assessment of BSBADM506B Manage business document design and development.

Student name:

Task Outcome

Sufficient (S)
Insufficient (I)
Assessment Requirements Not Seen (NS) Date Initials

1. Project 1

2. Project 2

3. Short answer questions

Overall Assessment Outcome

(C = Competent, NYC = Not Yet Competent)

Assessor Name: Signature: Date: / /

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Unit Mapping
BSBADM506B Manage business document design and development

Unit descriptor This unit describes the performance outcomes, skills and knowledge required 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. No licensing, legislative, regulatory or certification requirements apply to this unit
at the time of endorsement.

Application This unit applies to individuals employed in a range of work environments who require well developed skills in the use of a range of software packages. They use these
skills to establish, document and implement consistent standards of document design with an organisation.

Licensing requirements NA

Prerequisites NA

Assessment Tasks & Assessment Method

AT1 AT2 AT3

Elements Performance Criteria Project 1 Project 2 Short answer questions

1 Establish 1.1 Identify organisational requirements for information entry, storage, output, and quality of
1
documentation document design and production
standards
1.2 Evaluate organisation's present and future information technology capability in terms of its effect
5
on document design and production

1.3 Identify types of documents used and required by the organisation 1

1.4 Establish documentation standards and design tasks for organisational documents in

accordance with information, budget and technology requirements

2 Manage template 2.1 Ensure standard formats and templates suit the purpose, audience and information
1
design and requirements of each document
development
2.2 Ensure document templates enhance readability and appearance, and meet organisational
1, 2
requirements for style and layout

2.3 Test templates, obtain organisational and user feedback, and make amendments as necessary
1, 2 6
to ensure maximum efficiency and quality of presentation

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Unit Mapping
BSBADM506B Manage business document design and development

Assessment Tasks & Assessment Method

AT1 AT2 AT3

Elements Performance Criteria Project 1 Project 2 Short answer questions

3 Develop standard text 3.1 Evaluate complex technical functions of software for their usefulness in automating aspects of
2 9
for documents standard document production
development
3.2 Match requirements of each document with software functions to allow efficient production of
1
documents

3.3 Test macros to ensure they meet the requirements of each document in accordance with
2
documentation standards

4. Develop and 4.1 Prepare explanatory notes for the use of standard templates and macros using content, format
1
implement strategies and language style to suit existing and future users
to ensure the use of
standard 4.2 Develop and implement training on the use of standard templates and macros and adjust the
documentation 1
content and level of detail to suit user needs

4.3 Produce, circulate, name and store master files and print copies of templates and macros in

accordance with organisational requirements

5. Develop and 5.1 Monitor use of standard documentation templates and macros, and evaluate the quality of
2
implement strategies documents produced against documentation standards
for maintenance and
continuous 5.2 Review documentation standards against the changing needs of the organisation, and plan and
improvement of implement improvements in accordance with organisational procedures 7, 8
standard
documentation

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Unit Mapping
BSBADM506B Manage business document design and development

Assessment Tasks & Method

AT1 AT2 AT3

Required skills Project 1 Project 2 Short answer questions

Communication skills to present complex instructions orally, to communicate ideas logically, and to explain technical concepts and
1
designs to others

Literacy skills to:

Read and interpret policies and procedures

Review and select technological designs 2.2

Consider aspects of context, purpose and audience when designing and formatting texts

Research and analysis skills to evaluate content, structure and purpose of technical texts, and to adapt task instructions to suit
1, 2
changes in technology

Technological skills to manage design requirements and layouts

Assessment Tasks & Method

AT1 AT2 AT3

Required knowledge Short answer questions Case study Project

Cost constraints

Document production processes 1

Functions of range of software applications, including desktop publishing, word processing and spreadsheets 2, 9

Key provisions of relevant legislation and regulations from all forms of government, codes and standards that may affect aspects of
business operations, such as:
anti-discrimination legislation

ethical principles
codes of practice
privacy laws

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Unit Mapping
BSBADM506B Manage business document design and development

Assessment Tasks & Method

AT1 AT2 AT3

Required knowledge Short answer questions Case study Project

Organisational policies and procedures relating to document design and formatting 2.2

Sources of expertise external to the organisation or workgroup 4

Assessment Tasks & Method

AT1 AT2 AT3

Critical aspects of assessment Project 1 Project 2 Short answer questions

Designing templates or style sheets for use in document design 8

Documenting processes and strategies to ensure implementation 1, 2 10

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