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Evidence Guide: BSBADM506B - Manage business document design and development

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

BSBADM506B - Manage business document design and development

What evidence can you provide to prove your understanding of each of the following citeria?

Establish documentation standards

  1. Identify organisational requirements for information entry, storage, output, and quality of document design and production
  2. Evaluate organisation's present and future information technology capability in terms of its effect on document design and production
  3. Identify types of documents used and required by the organisation
  4. Establish documentation standards and design tasks for organisational documents in accordance with information, budget and technology requirements
Identify organisational requirements for information entry, storage, output, and quality of document design and production

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Evaluate organisation's present and future information technology capability in terms of its effect on document design and production

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify types of documents used and required by the organisation

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Establish documentation standards and design tasks for organisational documents in accordance with information, budget and technology requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Manage template design and development

  1. Ensure standard formats and templates suit the purpose, audience and information requirements of each document
  2. Ensure document templates enhance readability and appearance, and meet organisational requirements for style and layout
  3. Test templates, obtain organisational and user feedback, and make amendments as necessary to ensure maximum efficiency and quality of presentation
Ensure standard formats and templates suit the purpose, audience and information requirements of each document

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Ensure document templates enhance readability and appearance, and meet organisational requirements for style and layout

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop standard text for documents

  1. Evaluate complex technical functions of software for their usefulness in automating aspects of standard document production
  2. Match requirements of each document with software functions to allow efficient production of documents
  3. Test macros to ensure they meet the requirements of each document in accordance with documentation standards
Evaluate complex technical functions of software for their usefulness in automating aspects of standard document production

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Match requirements of each document with software functions to allow efficient production of documents

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop and implement strategies to ensure the use of standard documentation

  1. Prepare explanatory notes for the use of standard templates and macros using content, format and language style to suit existing and future users
  2. Develop and implement training on the use of standard templates and macros and adjust the content and level of detail to suit user needs
  3. Produce, circulate, name and store master files and print copies of templates and macros in accordance with organisational requirements
Prepare explanatory notes for the use of standard templates and macros using content, format and language style to suit existing and future users

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop and implement training on the use of standard templates and macros and adjust the content and level of detail to suit user needs

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Produce, circulate, name and store master files and print copies of templates and macros in accordance with organisational requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop and implement strategies for maintenance and continuous improvement of standard documentation

  1. Monitor use of standard documentation templates and macros, and evaluate the quality of documents produced against documentation standards
  2. Review documentation standards against the changing needs of the organisation, and plan and implement improvements in accordance with organisational procedures
Monitor use of standard documentation templates and macros, and evaluate the quality of documents produced against documentation standards

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Review documentation standards against the changing needs of the organisation, and plan and implement improvements in accordance with organisational procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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.

Required Skills and Knowledge

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.

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, 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