- BSBADM506B - Manage business document design and development
Assessor Resource
BSBADM506B
Manage business document design and development
Assessment tool
Version 1.0
Issue Date: April 2024
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.
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.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)
Employability Skills
This unit contains employability skills.
Evidence Required
List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package. | |
Overview of assessment | |
Critical aspects for assessment and evidence required to demonstrate competency in this unit | Evidence of the following is essential: designing templates or style sheets for use in document design documenting processes and strategies to ensure implementation. |
Context of and specific resources for assessment | Assessment must ensure: access to office equipment and resources, including: computer hardware and other document production equipment range of software applications appropriate to the task media for production of documents access to samples of high quality standardised documents. |
Method of assessment | A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit: analysis of responses to case studies and scenarios demonstration of techniques direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate review of authenticated documents from the workplace or training environment oral or written questioning to assess knowledge of accounting procedures and techniques. |
Guidance information for assessment | Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example: information and communications technologyunits other general administration units. |
Submission Requirements
List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here
Assessment task 1: [title] Due date:
(add new lines for each of the assessment tasks)
Assessment Tasks
Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.
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Required skills |
communication skills to present complex instructions orally, to communicate ideas logically, and to explain technical concepts and designs to others literacy skills to: read and interpret policies and procedures review and select technological designs 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 changes in technology technological skills to manage design requirements and layouts. |
Required knowledge |
cost constraints document production processes functions of range of software applications, including desktop publishing, word processing and spreadsheets 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 organisational policies and procedures relating to document design and formatting sources of expertise external to the organisation or workgroup. |
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included. | |
Documents may be created: | using a range of commercial or organisational software packages: databases desktop publishing spreadsheets word processing |
Standards and design tasks may include: | binding binding media checking final print copy client requirements colour photocopy copying creating templates and style or procedures manual drafting drawing editing electronic or paper-based enterprise policies and procedures enterprise templates or house style conventions for margins, fonts, use of colour final document presentation formatting language and style of document liaison with external personnel locating and collecting appropriate information or precedents print quality production of graphics production of multiple and subsequent copies quality standards use of page layout software writing |
Complex technical functions may include: | data transfer display features embedding exporting fields form fields formulae importing index linking macros merge criteria sort criteria table of contents |
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.
Observation Checklist
| Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice | Yes | No | Comments/feedback |
|---|---|---|---|
| Identify organisational requirements for information entry, storage, output, and quality of document design and production | |||
| Evaluate organisation's present and future information technology capability in terms of its effect on document design and production | |||
| Identify types of documents used and required by the organisation | |||
| Establish documentation standards and design tasks for organisational documents in accordance with information, budget and technology requirements | |||
| Ensure standard formats and templates suit the purpose, audience and information requirements of each document | |||
| Ensure document templates enhance readability and appearance, and meet organisational requirements for style and layout | |||
| Test templates, obtain organisational and user feedback, and make amendments as necessary to ensure maximum efficiency and quality of presentation | |||
| Evaluate complex technical functions of software for their usefulness in automating aspects of standard document production | |||
| Match requirements of each document with software functions to allow efficient production of documents | |||
| Test macros to ensure they meet the requirements of each document in accordance with documentation standards | |||
| Prepare explanatory notes for the use of standard templates and macros using content, format and language style to suit existing and future users | |||
| Develop and implement training on the use of standard templates and macros and adjust the content and level of detail to suit user needs | |||
| Produce, circulate, name and store master files and print copies of templates and macros in accordance with organisational requirements | |||
| Monitor use of standard documentation templates and macros, and evaluate the quality of documents produced against documentation standards | |||
| Review documentation standards against the changing needs of the organisation, and plan and implement improvements in accordance with organisational procedures |
Forms
Assessment Cover Sheet
BSBADM506B - Manage business document design and development
Assessment task 1: [title]
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Assessment Record Sheet
BSBADM506B - Manage business document design and development
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Assessment task 1: [title] Result: Competent Not yet competent
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Feedback to student:
Overall assessment result: Competent Not yet competent
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