Student Assessment Workbook

Student ID

Family Name

First Name

Course Code

Course Title

Unit Code

Unit Title

Write Complex Documents

Assessment Outcome

Assessor, please tick and date the student’s final outcome of this assessment:

BSBWRT401

Write Complex Documents

Assessment Information

Welcome to your Student Assessment Workbook for BSBWRT401Write Complex Documents.

This Student Assessment Guide will give you the opportunity to show your skills in planning, designing and developing organisational documents that are more complex than basic correspondence. This will be achieved through producing an Industry Report based on a set of document requirements and a range of information sources.

This assessment has the following twoevents:

Assessment Event 1 – Short Answer Questions

There are two questions that will provide us with evidence on your general knowledge of formatting styles for word processing documents and rules and conventions for written English. This assessment is completed in your own time and by a submission date provided by your assessor.

You may use support material in the development of your answers, but you must indicate the source. In addition, you must not cut and paste answers from your source but instead put it in your own words, unless it is a direct quote.

Assessment Event 2 – Case Study: Produce Industry Report

You will complete a number of tasks in planning, drafting, reviewing and producing a word processing document. These tasks will be based on your role of Document Management Specialist in a simulation for A & A Coffee, an organisation that is a chain of retail cafes in Australia.

To do this case study, you will require to complete a number of tasks in which you will need to refer to the following resources:

Australia Health and Wellbeing (Word file)	Information about Australia’s Health and Wellbeing. Mandatory section required to be included in the Industry Report. You will perform a number of operations on this content using appropriate software packages to produce the report.

Coffee Market Outlook in Australia (Word file)	Information about the coffee market. Mandatory section required to be included in the Industry Report. You will perform a number of operations on this content using appropriate software packages to produce the report.

Background (Text file)	Information about A & A Coffee, its financial performance and market research. Mandatory section required to be included in the Industry Report. You will perform a number of operations on this content using appropriate software packages to produce the report.


A & A Coffee Style Guide (PDF file)	Organisational Style Guide that is designed to set standards and ensure consistency in document production. You must conform to the standards as outlined in this document when producing the Industry Report.

Meeting Code of Conduct(PDF file)	Organisational set of rules to conduct effective meetings. You will conform to these rules during your meeting with the Marketing Manager.

Document Production Policy (PDF file)	Organisational policy and procedures for the document production process. You will follow these procedures when planning and producing the Industry Report from the start of your Assessment Event 2 until you finish it.

Client Interview Form	A template which you will use to take notes when gathering the requirements of the Industry Report during your verbal interaction with the Marketing Manager. You will use this document to finalise the Client Requirements Document (see below).

Client Requirements Document	A template which you will document all the requirements of the Industry Report and then send to the Marketing Manager to gain their approval. You will then produce the report based on these requirements agreed on with the client in writing.
Organisational Logo (PNG file)	A & A Coffee company logo. You will use this media file when creating the Industry Report.

Remember, you do not type your answers in the Student Assessment Guide, but use this Student Assessment Workbook instead. The Student Assessment Guide is simply a guide to explain what you are required to do, and by doing so, this will assist you to perform at your best.

Please note that your responses for both assessments can (where appropriate) use dot point format. See below of an example of a dot point answers and a full sentence:

Dot point format

Presentation Plan includes the following:

· outcomes

· needs of the audience

· context.

Full sentence format

When you are preparing for a presentation, there a number of tasks that must be carried out. These are listing the outcomes that you want to achieve, followed by the identification of the needs of your audience. When you have completed these two tasks you then check on the room that you will be conducting the presentation.

Note that to be deemed competent for this unit, you must achieve a satisfactory outcome for all of the assessment tasks. This includes meeting the following conditions:

you must complete all of the tasks outlined in this Student Assessment Guide document to the standard indicated in the performance requirements; these are listed under each of the tasks
you will then submit your completed workbook to your assessor electronically (note, your assessor may allow you to submit Assessment Event 1 and receive feedback before starting Assessment Event 2)
you must perform the above two points within the given timeframes by your Assessor.

Please be aware that your Trainer/Assessor is here to provide you with the necessary support throughout the assessment process so that you can achieve the desired outcomes. If you have questions, then contact them for guidance.

Please abide by the following table when providing your responses for the questions and tasks in the Student Assessment Guide:

Assessment Event 1

In this Student Assessment Workbook

Assessment Event 2

Task 1.2 and 1.3

In this Student Assessment Workbook using the Client Requirements Document template

Please type your answers for the questions in Assessment Event 1 in this Student Assessment Workbook. Also, please type your response for Assessment Event 2, Tasks 1.2 and 1.3 using the Client Requirements Document template provided to you.

However, in Assessment Event 2 (Task 2.1 through Task 4.2), you are required to produce a word processing document as the output of the simulation. Your Assessor will need this document emailed electronically to provide you feedback. Therefore, please produce this document separately.

Please note that your responses for both assessments can (where appropriate) use dot point format. See below of an example of a dot point answers and a full sentence:

Dot point format

Presentation Plan includes the following:

· outcomes

· needs of the audience

· context.

Full sentence format

Note that to be deemed competent for this unit, you must achieve a satisfactory outcome for all of the assessment tasks. This includes meeting the following conditions:

you must complete all of the tasks outlined in this Student Assessment Guide document to the standard indicated in the performance requirements; these are listed under each of the tasks
you will then submit your completed workbook to your assessor electronically (note, your assessor may allow you to submit Assessment Event 1 and receive feedback before starting Assessment Event 2) attaching the word processing document
you must perform the above two points within the given timeframes by your Assessor.

Pre-assessment Checklist

Your assessor will go through the assessment for this unit BSBWRT401Write Complex Documents. It is important that you understand this assessment before taking on the tasks. To confirm that you have been given this overview, we ask you to complete the following Pre-Assessment Checklist.

You are required to carefully read each checklist item provided below and tick either ‘Y’ to confirm your understanding or ‘N’ if you disagree. In case you disagree with an item, please provide your reason under the ‘Comments’ section.

When you have done this, we ask you to sign this Pre-Assessment Checklist. This acknowledges that your Trainer/Assessor has discussed all of the information with you prior to undertaking this assessment.

Checklist			Comments
Y¨	¨ N	I, the student, understand the purpose of the assessment.
Y¨	¨ N	I understandwhen and where the assessment will occur, who will assess me, how and in what format the assessment will be submitted.
Y¨	¨ N	I understand the methods of assessment.
Y¨	¨ N	I understand what resources are required to successfully complete this assessment.
Y¨	¨ N	I understand the performance level required for each assessment event.
Y¨	¨ N	I understand that it must be my own work. I have been explained and understood the serious consequences in case this work is found plagiarised.
Y¨	¨ N	I understand the process if I am deemed not yet competent.
Y¨	¨ N	I understand the feedback process and the appeals process.
Y¨	¨ N	The assessor has discussed with me if I have any special needs and if so what arrangements have been put in place.

Student Full Name

Student ID

Student Signature

Date

Assessment Event 1 – Short Answer Questions

Instructions

The information contained in this sectionlists the questions that you will need to develop a written response to. These questions are theoretical and provide evidence of your understanding of ergonomics, work organisation strategies, energy and resource conservation techniques, and spreadsheet functions.

Each question includes a word count to give you an indication of the depth and the performance requirements to achieve a satisfactory result for each answer.

Note you must answer these questions in your own words.Remember, you must get a satisfactory result with each question to be deemed satisfactory for the whole of Assessment Event 1.

Questions

Question 1

Describe how formatting styles impact the formatting, readability and appearance of word processing documents.

Write your response into the table:

Formatting Style	Impact on formatting, readability and appearance of Word documents
Clipboard	Clipboard is identified as the storage place that is used to save the data by the users. Clipboard has a great impact over the uses as it is really helpful for the users to save the data from one place to another place.
Font	Font is determined as the tool in the computer for the users. These can be used by the users while typing something in attractive manner. Font helps the users to give a different style and different size to their typing materials in order to make it attractive.
Paragraph	Paragraphs are mainly used in writing by the writers, students and others. This is mainly used by the persons to change the alignment and line spacing under the word file while writing something. With the help of paragraph, people can make their written material attractive and effective and more impactful.
Styles	Styles are generally used to change the font in different styles in respect to make it effective and presentable to others. By using the different styles under the documents, it attracts the peoples towards it and forces them to read that document.
Table	Table are also used under the writing by the users. In addition, these tables create the impact on the documents through representing the statistical data under these tables which make the data presentable in front of others.
Illustrations	Illustrations are used under the MS-Word while formatting the documents by the users. It allows the users to insert the text boxes, lines, different shapes or images and various word arts under the word documents. It has the impact on the word files at the time of making it effective for the readers.
Quick Parts	Quick part helps the word users to create, store, and reuse the content’s parts under the words file. It has a great impact on the user’s document in respect to make it effective.
Themes	A desktop theme is a customized graphical user interface (GUI) that replaces a computer’s ordinary sounds, icons, pointer, wallpaper or screensaver with something designed to reflect the interests of the user.
Page Background	Page background gives the facility to the users to change the colour of the page as well as design of the page background. It also has the same impact over the documents as other tools of Ms-word have.
Page Setup	Page setup represents the layout of printed page including size, margins and page orientation etc that is essential for the documents in context to make it effective.

Question 2

Explain rules and conventions for formal written English.

Write your response into the table:

Element	Item	Explanation of rules and conventions
Element 1: Structure	Sectioning/Hierarchy	At the time of structuring, it must be ensured that Different prospective of discussion is being offered by the sections or hierarchy. At the same time, a clear line of thoughts are being represented by the sections or hierarchy.
	Paragraphs and sentences	· Small sentences should be used · long-winded sentences · Less grammatical errors · Effectively use of the punctuation such as commas, questions marks, full stops and other punctuations etc.
	Dot-point Series	Use effective and essential information in points.
Element 2: Language	Grammar	While faming the sentences, it should be ensured that grammatical mistakes are not being done and avoid minor mistakes.
	Spelling & Punctuation	· Avoid spellings and grammatical mistakes that make the negative impact over the readers. · Avoidance of using spell checks and grammar check on continues basis.
	Tone	· Language should be formal under the written documents by the writer in order to make it effective. · While discussing the facts, language tone can be active, passive, negative or positive. · Under the documents, the balance between formal and informal should be maintained to create a warm impact on the readers.
	Jargons, abbreviations, acronyms and familiarity	· Jargon level must be appropriate in context to the audience. · Specialist industries and businesses adopt a lot of jargon and acronyms
Element 3: Content	Conciseness and Completeness	Along with the effective written communications, it is easy for the writers to convey its massage as they want to convey with its same meanings. By doing this, it creates effective consciousness and completeness for the readers.
	Clarity	Writer needs to use simple English that will be helpful to develop the clarity that is essential for communicate the views and ideas in simple and effective manners.
	Audience awareness	· While preparing the documents, it is essential for the writer to express his/her experience and knowledge under the documents. · It is also important for the writer to complete its education and training for completing the document with effectiveness.
Element 4: Inclusive communication	Legal requirements	Under the formatting the document, there is a need of policy documents, report or proposals or agreements, manuals, instructional material and presentations of numeric analysis etc are essential to be followed.
	Ethics	· Rules and regulations should be accepted · Do not attempt the tasks cyber-bullying · Use digital presentation · Relevancy should be maintained
	Special names	While composing the document in word, special and innovative name should be preferred.

Assessment Event 2 – Case Study

Dear student, please remember that, in Assessment Event 2, the simulation is to produce the Industry Report. To achieve this, you will undertake a number of tasks associated with planning, drafting and producing a complex business document using a word processing software and other type of software where required.

In Task 1.1, you will meet with the Marketing Manager where you will ask them questions to gather the requirements needed to produce the Industry Report.

To achieve this, we provided you a template where you can take notes during your interaction with the Marketing Manager. We called this template ‘Client Interview Form’ and attached to the following page for you.

Please print this Client Interview Form before you conduct the meeting with the Marketing Manager.

Please note that you do not need to submit this Client Interview Form to your Assessor after the meeting, rather, you will need to keep it in your own records to produce the Client Requirements Document in Tasks 1.2 and 1.3.

After the meeting with the Marketing Manager, you will use the notes in your Client Interview Form to populate the Client Requirements Document.

Please refer to the diagram below which illustrates how you are required to use these templates.

Also remember that your Assessor will need this Industry Report emailed electronically to provide you feedback. Therefore, please produce this document separately.

Client Interview Form
Document title:	Client Interview
Document Management Specialist:	Marketing Manager
Client:	Mr. Joseph

Document Requirements
*Purpose of the document:*
To fulfil the client’s requirements that are specified as per the agreements
*Description of the document to be produced:*
There are some specific factors such as reference numbers, priorities, reviewed data, comments, and SME details authorised by legal person etc. that should be contained by the documents.
*Audience:*
The audience in concern of this report will be the organizational clients and some important organizational members.
*Language:*
While preparing the report, the language should be simple English in which plain sentences and easy grammars should be included.
*Layout:*
This document’s data must be represented in the manner of number of table and charts or graphs.
*Referencing:*
After accomplishing the matter of documents, there will be need to properly cite the information provided under the documents. In this, Harvard referencing will be included as it is more suitable for the report data.
*Specific requirements:*
At the time of preparing the document, it is essential for the people to follow all the guidelines or requirements in order to make the document more effective and worth-full. In this manner, there are some special requirements that should be followed: · Quality in content · Positive Information · Good written skills · Cost effective
*Gaps in data and information provided by the Client:*
· Missing Important Information · Lack of proper description · Lack of sufficient data under the document
*Tables to be included:*
Table of content: It will include the data list provided in the document. Table of Graphs: It will include the graphs related to the provided information under the document. Table of requirements: In this table, client’s requirements will be included by the person who will make the report. Table of figures: It will include number of images provided under the documents.
*Charts to be included:*
· Important charts will be included under the section of client requirements that will reflect the requirements of clients in effective manner. · At the same time, it will be used to represent the products and services demands by the clients in proper manner.
*Other illustrations to be included:*
Informational Graphics Marketing Data Table.
*Page length:*
2 Pages (A4 Size)
*Word length:*
1000-1500 Words.
*Deadlines for the project:*
Client Requirements Document	Draft Text	Final Text	Draft Document	Final Document
0-1 Day	1-2 Days	3 Days	3-5 Days	7 Days

Client Requirements Document
Document title:	Client Specifications
Document Management Specialist:	MR. Paul Martin
Client:	Cafe the Green
Version:	II	Date:	22^th February, 2019

Document Requirements
Purpose of the document:
To define and demonstrate the client specification as per the contract.
Description and format:
It mentions approved SME details, Review data, comments and reference number.
Means of communication:
Formal Communication: All the important and crucial details will be passed to the authorised personnel through downward communication. Written Communication: All data and information is circulated in written.
Audience:
For this report, the respective team of project SME and senior managers will be audience. Apart from that, project stakeholders will be involved.
Language:
Reporting will done in simple and clear English language with concise and short sentences.
Layout:
The layout of the report will be divided in general implications of report and included data will be presented through in charts and tables.
Referencing:
Harvard reference style will be used in documents.
Specific Requirements:
Following are the specific requirement of client. · Quality service delivery. · Healthy work environment · Economical cost of services · Maintenance Services after service · Timely delivery · efficient medium of transportation · Quality packaging of products
Gaps in data and information provided by the Client:
Section				What is missing
Annexure of product specifications Complete agreement				List of type of after sales services
Categories and logical sequences of data, information and knowledge:
· Classification of CRD · Shareholders · Work Force and SME · Project specifications · Project Limitations · Project Plan · Means of Communications · References
Tables to be included:
Table		Which section				What is represents
· Table of product range · Table of client requirement · Table of industry trend		· Industry forecasting data · List of confidential data · Client Issues				It will be represented in the requirement and project limitations section.
Charts to be included:
Charts		Which section				What is represents
Products Sample		Client Product Specifications				It represents the required design of products.
Other illustrations to be included:
Type of Illustration		Which section				What is represents
Estimated Sales Marketing strategy		It mentions the projected number of sales with number of product unit.
Overview of the Structure and Content:
· List of Documents · List of stakeholders · List of involved workforce · Specific Requirements · Project Limitations · Communication Plan · Follow up Plan
Page length:
2.0 ( A4)
Word length:
1000-1500 words
Deadlines for the project:
Client Requirements Document	Draft Text		Final Text		Draft Document		Final Document
15 days for complete accomplishment	2 days		10 days		5-6 days		15-20 days

	For Assessor Use Only
	For Assessor Use Only

Task Outcome Sheets

The Outcome Sheet below is the assessment tasks for each of the assessment event that the student is required to complete. Assessors, tick ‘S’ if the student achieved a satisfactory outcome for an assessment task and ‘NYS’ if the student does not meet these requirements. Also, you are required to write comments on the quality of this evidence under the ‘Comments’ column. As for your final judgement on the student’s overall performance, tick ‘Satisfactory’ if the student achieves a satisfactory outcome for all of the tasks or ‘Not-Yet-Satisfactory’.

Assessment Event 1

Assessment Event 1 Knowledge Questions	S	NYS	Comments
Question 1
Question 2
The student’s performance for Assessment Event 1 is				oSatisfactory	oNot-Yet-Satisfactory
Assessor Signature:				Date:

Assessment Event 2

Assessment Event 2 Case Study		S	NYS	Comments
Task 1: Plan documents	Sub Task 1.1
	Sub Task 1.2
	Sub Task 1.3
Task 2: Draft text	Sub Task 2.1
	Sub Task 2.2
	Sub Task 2.3
	Sub Task 2.4
Task 3: Prepare final text	Sub Task 3.1
	Sub Task 3.2
	Sub Task 3.3
Task 4: Finalise Document	Sub Task 4.1
Task 4: Finalise Document	Sub Task 4.2
The student’s overall performance is				oSatisfactory	oNot-Yet-Satisfactory
Assessor Signature:				Date:

Assessment Outcome Sheet

Initial Submission		Date	Re-submission 1		Date	Re-submission 2		Date
C	NYC	___/___/____	C	NYC	___/___/____	C	NYC	___/___/____

Assessor’s Feedback

Assessor, please provide your comments on the student’s final outcome of this assessment:


Assessor Full Name		Signature		Date


Receipt of Student’s Assessment Assessor, you must provide the completed copy of this receipt to the student as an evidence of submission of their assessment to you.
Student ID			Family Name				First Name
Course Code			Course Title
Unit Code	BSBWRT401		Unit Title	Write Complex Documents
Due Date	__/__/___		Date Received	__/__/___		Extension Approved	Yr N r	Date Approved	__/__/___
Initial Submission r		Re-submission 1 r			Re-submission 2r		Assessor’s Signature