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Elements and Performance Criteria

  1. Determine document requirements.
  2. Conduct research.
  3. Prepare document.
  4. Follow up document.

Required Skills

This section describes the essential skills and knowledge and their level required for this unit

The following skills must be assessed as part of this unit

research skills including academic research conventions and accessing research outside the immediate experience and expertise of the individual

critical thinking skills to allow for interpretation and rational and logical analysis of all research information collected including input from colleagues and external specialists

communication skills to obtain specialist assistance and to seek and provide feedback

highlevel written communication skills to express and explain varied and complex issues in business documents

proofreading and editing skills

The following knowledge must be assessed as part of this unit

current business practices related to preparing and presenting documents including report formats structures and styles for commonlyused business documents

organisation policies or guidelines and requirements for document design

design layout and graphic presentation techniques for business documents including alternative presentation formats for special needs groups such as large print

Evidence Required

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria required skills and knowledge the range statement and the Assessment Guidelines for this TrainingPackage

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential

preparation and presentation of written documents that express ideas and concepts clearly concisely and correctly

ability to adapt tone format style and language to suit purpose and audience

preparation of multiple business documents covering complex issues and addressing different communication needs

preparation of a suitable range of business documents which could include reports newsletters submissions proposals project reviews tenders and business and operational plans

development of business documents within typical workplace time constraints that meet determined deadlines

Context of and specific resources for assessment

Assessment must ensure

that the candidate has accessed a fully equipped office environment using appropriate computers printers communication technology information programs and publications to facilitate the processes involved in preparing and presenting business documents

use of current technology for document preparation

access to organisation policies guidelines or requirements for document structure and design

Methods of assessment

A range of assessment methods should be used to assess the practical skills and knowledge required to prepare business documents The following examples are appropriate for this unit

evaluation of a variety of documents produced by the candidate

case studies to determine requirements and develop document formats or outlines for varying purposes and audiences

review of research conducted by candidate for a particular project including research methodology and selection and organisation of material

review of portfolios of evidence and thirdparty workplace reports of onthejob performance by the candidate

Holistic assessment with other units relevant to the industry sector workplace and job role is recommended for example

SITXADMA Plan and manage meetings

SITXADM004A Plan and manage meetings

SITXCOMA Make presentations

SITXCOM005A Make presentations

SITXMGTA Develop and implement operational plans

SITXMGT002A Develop and implement operational plans

SITXMGTA Manage projects

SITXMGT003A Manage projects

SITXMGTA Develop and implement a business plan

SITXMGT004A Develop and implement a business plan

SITXMPRA Coordinate production of brochures and marketing materials

SITXMPR001A Coordinate production of brochures and marketing materials

SITXMPRA Develop and manage marketing strategies

SITXMPR005A Develop and manage marketing strategies.

Assessing employability skills

Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors How these skills are applied varies between occupations and qualifications due to the different work functions and contexts

Employability skills embedded in this unit should be assessed holistically with other relevant units that make up the skill set or qualification and in the context of the job role


Range Statement

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 in the performance criteria is detailed below.

Business documents may include:

reports

newsletters

submissions

proposals

project reviews

web pages

client databases

tenders

complex letters

project briefs

business and operational plans.

Audience may include:

colleagues

customers

clients

suppliers

government or business personnel

legal or professional bodies

general public.

Specialist assistance may be sought for:

facts and information

instructions

formats and designs

legal or financial advice

further sources of information and specialist advice.

Research may include:

formal and informal

primary and secondary sources

interviews and focus groups

conferences and seminars

library research

statistics, reports and other business or government documents

internet search

review of catalogues, brochures and industry journals

market research, such as surveys and questionnaires.

Technology and software may include:

computers

modems

scanners

photocopiers

printers

word processing

graphic design.

Document presentation techniques may include:

font size and style

headings

layout

use of space

use of bullet lists, numbers and other graphic devices

pagination

use of tables of content, divider sheets, footnotes, endnotes, referencing, appendices and other literary conventions

use of organisation stationery

type of binding, e.g. ring binder, spiral bound, wire bound, stapled or clipped

covers and coversheets

paper type and weight

logos, copyright information, etc.

Graphic techniques may include:

photographs

drawings

maps

diagrams

illustrations

cartoons

graphs and charts.