Assessment Task 1 BSBADM506 Manage business document design and development
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 1 of 7
Identify and establish documentation
standards
Submission details
Candidate’s name Phone no.
Assessor’s name Phone no.
Assessment site
Assessment date/s Time/s
The assessment task is due on the date specified by your assessor. Any variations to this
arrangement must be approved in writing by your assessor.
Submit this document with any required evidence attached. See specifications below for
details.
Performance objective
You will need to demonstrate skills and knowledge required to identify and establish
document standards in an organisational context.
Assessment description
In response to a simulated business case study and a scenario, you will answer and
submit written answers to four questions.
Procedure
1. Read the scenario in Appendix 1 and make sure you have received the Adept Owl
simulated business documentation provided by you assessor.
2. Read through the questions provided in Appendix 2 of this task.
3. Respond to the questions by referring to the Adept Owl simulated business
documentation provided by your assessor and the scenario in Appendix 1.
4. Submit written answers to your assessor within an agreed timeframe and in an
agreed format. Ensure your answers reflect specifications as outlined below. Keep
copies of all submitted materials for your records.
Assessment Task 1 BSBADM506 Manage business document design and development
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 2 of 7
Specifications
You must provide:
● written answers to four questions (provided in Appendix 2).
Your assessor will be looking for responses to questions that demonstrate:
● literacy skills to read and interpret policies and procedures
● research and analysis skills to evaluate content, structure and purpose of technical
texts, and to adapt task instructions to suit changes in technology
● knowledge of cost constraints
● knowledge of document production processes
● knowledge of key provisions of relevant legislation and regulations, codes and
standards that may affect aspects of business operations, such as:
○ anti-discrimination legislation
○ ethical principles
○ codes of practice
○ privacy laws
● knowledge of sources of expertise that are external to the organisation or
workgroup.
Adjustment for distance-based learners
● No changes are required to the assessment procedures or specifications.
● Submitted answers to questions may be in electronic or paper-based format.
Assessment Task 1 BSBADM506 Manage business document design and development
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 3 of 7
Appendix 1: Adept Owl scenario
Background
Adept Owl produces high-quality, entertaining board, card and puzzle games for the
enjoyment of all ages. According to the company’s vision, Adept Owl intends to establish
its reputation within five years, ‘as one of the finest, most innovative and entertaining
board game developers in Australia’. To achieve this goal, the company will need to
engage in several strategic directions:
● engaging with customers
● developing and improving products and production
● supporting innovative thinking, management and leadership skills
● creating a high-performing organisation
● ensuring sustainable materials and processes are used in manufacture and
distribution.
On the level of creating, maintaining and storing company documentation, these strategic
directions are supported by specific activities, for example:
● creating standards for documents, in the form of a style guide, to improve
readability (for internal and external customers) and to promote a consistent look-
and-feel
● creating procedures for document production that ensure consistent, high-quality
outcomes and efficiency
● designing templates and standard text – in conformity with the style guide and
production procedures – to improve workflow further
● developing people-focused implementation strategies – for example delivering
training on documentation – to ensure the cooperation of all staff in the
maintenance of document quality, sustainability, and legal and ethical compliance.
As a new member of the administration team, with a responsibility for team leadership
and document design and development, your first order of business is to identify the
existing documentation standards at Adept Owl.
In order to plan for meeting current and future organisational needs, you will need to
consider current performance and administration team capability.
Assessment Task 1 BSBADM506 Manage business document design and development
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 4 of 7
Administration team performance
The administration team at Adept Owl performs a range of documentation tasks. These
tasks are grouped into several main areas of activity, which provide the basis for
measuring performance that drives organisational outcomes.
The administration team at Adept Owl uses the following performance scorecard, which
includes various targets for documentation output and quality.
Performance area Performance metric (KPI) Target Outcomes
Customer focus Per cent of documents
conforming to the style
guide
100% ?
Productivity Average time (per mail-out)
to edit the letter being sent
30 minutes ?
Average time per mail merge 5 minutes ?
Data entry error rate 3% ?
Employee development Number of training hours
per employee
20hrs per
employee per
quarter
?
Expense Average cost per mail-out
(excluding postage)
$100 ?
Average labour cost per
page of edited text
$50 ?
Sustainability Average sheets of paper
used per letter
3 sheets ?
Average toner use per
quarter
10 cartridges ?
Compliance Identified breaches of
legislation, including
WHS/OHS, anti-
discrimination, privacy
0 incidents ?
Privacy related complaints 0 incidents ?
Assessment Task 1 BSBADM506 Manage business document design and development
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 5 of 7
Administration team capability
The administration team has identified six key skills that each team member will need to
perform at a practitioner level (see the legend for clarification of levels) or above:
Work task
Team member and current capability
You (team
leader) Pat Sam Kim
Creating and using templates in
Word and Excel.
Creating and using macros in
Word and Excel.
Creating and using mail merge
features in Word.
Creating and using form fields in
Word.
Creating and using drop down lists
in Excel.
Creating and using formulae in
Excel.
Legend:
Untrained – Team member has no training.
Learner – Team member cannot perform task independently.
Practitioner – Team member can perform task independently with supervision.
Operator – Team member can perform task independently.
Coach – Team member can train others to perform task.
Assessment Task 1 BSBADM506 Manage business document design and development
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 6 of 7
Current business needs
In attempting to achieve its wider business goals, Adept Owl has a number of current
specific business needs relating to the skills capability and performance of the
administration team in designing and using documentation.
Letter mail-outs
One of the most common tasks undertaken by the team is writing letters to both internal
and external customers. In all cases such letters need to conform to Adept Owl house
styles. Currently letters are created from scratch. Mass mail-outs present a problem for
efficiency as letters are created individually. This practice presents a problem with respect
to consistency and wastage of resources. A standard procedure for completing a mass
letter mail-out including a mail merge that is consistent with existing letter standards is
required. In the interest of budgetary control, only existing organisational software should
be required. The entire mail merge process should take no more than 5 minutes to
perform.
Expense reporting
One type of document the organisation currently lacks standard processes for is expense
reporting. Staff use a range of methods to report expenses. There are several problems
associated with this arrangement. Staff complain about the time needed to input
expenses. Administration staff complain about the lack of consistency, including incorrect
or incomplete coding of expenses. Allowable expenses codes are:
● Food
● Transportation
● Communication
● Training
● Other.
A standard procedure for creating expense reports that encourages the use of time-saving
macros is required. In the interest of budgetary control, only existing organisational
software should be required. The entire procedure should take no more than 5 minutes to
perform.
Future business needs and capability
At this point it is unclear whether the organisation’s software list will be sufficient to take
the organisation through the next five years. The advent of social media platforms (Web
2.0) and their use in both internal and external business communications/marketing and
digital publishing technologies present both challenges and opportunities for Adept Owl.
Unfortunately, current software capability within the administration team means that the
team is barely proficient to use Microsoft Office and they will likely struggle with complex
document tasks without further training or recruitment to bolster capability.
Assessment Task 1 BSBADM506 Manage business document design and development
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 7 of 7
Appendix 2: Test questions
Question 1
As a new member of the team you will need to identify organisational requirements.
Referring to the Adept Owl scenario in Appendix 1, the Adept Owl style guide and
procedures, identify:
● one requirement for information entry
● two requirements for file naming and storage
● two requirements for output or quality of document design and production
● two compliance requirements – explain how the existing Adept Owl processes help
ensure compliance with one piece of legislation and identify and explain one
possible code of practice or standard relevant to document production for possible
improvement of processes.
Question 2
Evaluate Adept Owl’s present and future information technology capability to satisfy
document design and production needs.
● With respect to human resource capability, where are the skills gaps that exist
currently within the administration team?
● How could the skills gaps be closed in keeping with organisational practices?
● What future IT capability needs (both physical and human) could the organisation
have with respect to document design and production within the next 2–5 years?
Identify at least one source of external advice or information you have used to help
you make this evaluation.
● What changes might be required to the Adept Owl style guide and procedures to
take account of anticipated technological changes?
Question 3
Referring to the Adept Owl style guide and procedures, identify three types of documents
used and required by the organisation.
Question 4
Develop a short procedure for either (a) a mass letter mail-out or (b) the creation of an
expense report. Ensure your procedures:
● follow general style requirements of the Adept Owl style guide; include at least two
references to the style guide or procedures, for example, storage or use of fonts or
headings
● adhere to information, budget and technology requirements outlined in the
scenario in Appendix 1.
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 1 of 7
Identify and establish documentation
standards
Submission details
Candidate’s name Phone no.
Assessor’s name Phone no.
Assessment site
Assessment date/s Time/s
The assessment task is due on the date specified by your assessor. Any variations to this
arrangement must be approved in writing by your assessor.
Submit this document with any required evidence attached. See specifications below for
details.
Performance objective
You will need to demonstrate skills and knowledge required to identify and establish
document standards in an organisational context.
Assessment description
In response to a simulated business case study and a scenario, you will answer and
submit written answers to four questions.
Procedure
1. Read the scenario in Appendix 1 and make sure you have received the Adept Owl
simulated business documentation provided by you assessor.
2. Read through the questions provided in Appendix 2 of this task.
3. Respond to the questions by referring to the Adept Owl simulated business
documentation provided by your assessor and the scenario in Appendix 1.
4. Submit written answers to your assessor within an agreed timeframe and in an
agreed format. Ensure your answers reflect specifications as outlined below. Keep
copies of all submitted materials for your records.
Assessment Task 1 BSBADM506 Manage business document design and development
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 2 of 7
Specifications
You must provide:
● written answers to four questions (provided in Appendix 2).
Your assessor will be looking for responses to questions that demonstrate:
● literacy skills to read and interpret policies and procedures
● research and analysis skills to evaluate content, structure and purpose of technical
texts, and to adapt task instructions to suit changes in technology
● knowledge of cost constraints
● knowledge of document production processes
● knowledge of key provisions of relevant legislation and regulations, codes and
standards that may affect aspects of business operations, such as:
○ anti-discrimination legislation
○ ethical principles
○ codes of practice
○ privacy laws
● knowledge of sources of expertise that are external to the organisation or
workgroup.
Adjustment for distance-based learners
● No changes are required to the assessment procedures or specifications.
● Submitted answers to questions may be in electronic or paper-based format.
Assessment Task 1 BSBADM506 Manage business document design and development
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 3 of 7
Appendix 1: Adept Owl scenario
Background
Adept Owl produces high-quality, entertaining board, card and puzzle games for the
enjoyment of all ages. According to the company’s vision, Adept Owl intends to establish
its reputation within five years, ‘as one of the finest, most innovative and entertaining
board game developers in Australia’. To achieve this goal, the company will need to
engage in several strategic directions:
● engaging with customers
● developing and improving products and production
● supporting innovative thinking, management and leadership skills
● creating a high-performing organisation
● ensuring sustainable materials and processes are used in manufacture and
distribution.
On the level of creating, maintaining and storing company documentation, these strategic
directions are supported by specific activities, for example:
● creating standards for documents, in the form of a style guide, to improve
readability (for internal and external customers) and to promote a consistent look-
and-feel
● creating procedures for document production that ensure consistent, high-quality
outcomes and efficiency
● designing templates and standard text – in conformity with the style guide and
production procedures – to improve workflow further
● developing people-focused implementation strategies – for example delivering
training on documentation – to ensure the cooperation of all staff in the
maintenance of document quality, sustainability, and legal and ethical compliance.
As a new member of the administration team, with a responsibility for team leadership
and document design and development, your first order of business is to identify the
existing documentation standards at Adept Owl.
In order to plan for meeting current and future organisational needs, you will need to
consider current performance and administration team capability.
Assessment Task 1 BSBADM506 Manage business document design and development
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 4 of 7
Administration team performance
The administration team at Adept Owl performs a range of documentation tasks. These
tasks are grouped into several main areas of activity, which provide the basis for
measuring performance that drives organisational outcomes.
The administration team at Adept Owl uses the following performance scorecard, which
includes various targets for documentation output and quality.
Performance area Performance metric (KPI) Target Outcomes
Customer focus Per cent of documents
conforming to the style
guide
100% ?
Productivity Average time (per mail-out)
to edit the letter being sent
30 minutes ?
Average time per mail merge 5 minutes ?
Data entry error rate 3% ?
Employee development Number of training hours
per employee
20hrs per
employee per
quarter
?
Expense Average cost per mail-out
(excluding postage)
$100 ?
Average labour cost per
page of edited text
$50 ?
Sustainability Average sheets of paper
used per letter
3 sheets ?
Average toner use per
quarter
10 cartridges ?
Compliance Identified breaches of
legislation, including
WHS/OHS, anti-
discrimination, privacy
0 incidents ?
Privacy related complaints 0 incidents ?
Assessment Task 1 BSBADM506 Manage business document design and development
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 5 of 7
Administration team capability
The administration team has identified six key skills that each team member will need to
perform at a practitioner level (see the legend for clarification of levels) or above:
Work task
Team member and current capability
You (team
leader) Pat Sam Kim
Creating and using templates in
Word and Excel.
Creating and using macros in
Word and Excel.
Creating and using mail merge
features in Word.
Creating and using form fields in
Word.
Creating and using drop down lists
in Excel.
Creating and using formulae in
Excel.
Legend:
Untrained – Team member has no training.
Learner – Team member cannot perform task independently.
Practitioner – Team member can perform task independently with supervision.
Operator – Team member can perform task independently.
Coach – Team member can train others to perform task.
Assessment Task 1 BSBADM506 Manage business document design and development
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 6 of 7
Current business needs
In attempting to achieve its wider business goals, Adept Owl has a number of current
specific business needs relating to the skills capability and performance of the
administration team in designing and using documentation.
Letter mail-outs
One of the most common tasks undertaken by the team is writing letters to both internal
and external customers. In all cases such letters need to conform to Adept Owl house
styles. Currently letters are created from scratch. Mass mail-outs present a problem for
efficiency as letters are created individually. This practice presents a problem with respect
to consistency and wastage of resources. A standard procedure for completing a mass
letter mail-out including a mail merge that is consistent with existing letter standards is
required. In the interest of budgetary control, only existing organisational software should
be required. The entire mail merge process should take no more than 5 minutes to
perform.
Expense reporting
One type of document the organisation currently lacks standard processes for is expense
reporting. Staff use a range of methods to report expenses. There are several problems
associated with this arrangement. Staff complain about the time needed to input
expenses. Administration staff complain about the lack of consistency, including incorrect
or incomplete coding of expenses. Allowable expenses codes are:
● Food
● Transportation
● Communication
● Training
● Other.
A standard procedure for creating expense reports that encourages the use of time-saving
macros is required. In the interest of budgetary control, only existing organisational
software should be required. The entire procedure should take no more than 5 minutes to
perform.
Future business needs and capability
At this point it is unclear whether the organisation’s software list will be sufficient to take
the organisation through the next five years. The advent of social media platforms (Web
2.0) and their use in both internal and external business communications/marketing and
digital publishing technologies present both challenges and opportunities for Adept Owl.
Unfortunately, current software capability within the administration team means that the
team is barely proficient to use Microsoft Office and they will likely struggle with complex
document tasks without further training or recruitment to bolster capability.
Assessment Task 1 BSBADM506 Manage business document design and development
© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1
Page 7 of 7
Appendix 2: Test questions
Question 1
As a new member of the team you will need to identify organisational requirements.
Referring to the Adept Owl scenario in Appendix 1, the Adept Owl style guide and
procedures, identify:
● one requirement for information entry
● two requirements for file naming and storage
● two requirements for output or quality of document design and production
● two compliance requirements – explain how the existing Adept Owl processes help
ensure compliance with one piece of legislation and identify and explain one
possible code of practice or standard relevant to document production for possible
improvement of processes.
Question 2
Evaluate Adept Owl’s present and future information technology capability to satisfy
document design and production needs.
● With respect to human resource capability, where are the skills gaps that exist
currently within the administration team?
● How could the skills gaps be closed in keeping with organisational practices?
● What future IT capability needs (both physical and human) could the organisation
have with respect to document design and production within the next 2–5 years?
Identify at least one source of external advice or information you have used to help
you make this evaluation.
● What changes might be required to the Adept Owl style guide and procedures to
take account of anticipated technological changes?
Question 3
Referring to the Adept Owl style guide and procedures, identify three types of documents
used and required by the organisation.
Question 4
Develop a short procedure for either (a) a mass letter mail-out or (b) the creation of an
expense report. Ensure your procedures:
● follow general style requirements of the Adept Owl style guide; include at least two
references to the style guide or procedures, for example, storage or use of fonts or
headings
● adhere to information, budget and technology requirements outlined in the
scenario in Appendix 1.