Assessment Task 2: Project
Information for students
In this task, you are required to demonstrate your skills and knowledge by working through a number of activities and completing and submitting a project portfolio.
You will need access to:
• your learning resources and other information for reference
• Project Portfolio template
• Simulation Pack (if you need a case study).
Ensure that you:
• review the advice to students regarding responding to written tasks in the Business Works Student User Guide
• comply with the due date for assessment which your assessor will provide
• adhere with your RTO’s submission guidelines
• answer all questions completely and correctly
• submit work which is original and, where necessary, properly referenced
• submit a completed cover sheet with your work
• avoid sharing your answers with other students.
Assessment information
Information about how you should complete this assessment can be found in Appendix A of the Business Works Student User Guide. Refer to the appendix for information on:
• where this task should be completed
• how your assessment should be submitted.
Note: You must complete and submit an assessment cover sheet with your work. A template is provided in Appendix B of the Student User Guide. However, if your RTO has provided you with an assessment cover sheet, please ensure that you use that.
Activities
Complete the following activities:
Carefully read the following:
This project requires you to design and produce various business documents. It includes selecting and using a range of functions on a variety of computer applications.
As part of the assessment, you will:
• design, produce and finalise four different types of business documents, using at least two different software applications.
• comply with organisational policies and procedures for producing business documents
• work according to the task requirements when producing documents including:
o applying basic design principles
o applying consistent formatting
o using appropriate styles
o using correct layouts
o proofreading
• save and store the documents using required data storage options.
Vocational education and training is all about gaining and developing practical skills that are industry relevant and that can help you to succeed in your chosen career. For this reason, we are giving you the choice to base this project on your own workplace or you can use the case study provided in the Simulation Pack. This will mean that you are applying your knowledge and skills in a relevant, practical and meaningful way to your own situation!
It is important that you are able to access the relevant information and resources in order to be able to do your assessment. As a minimum this should include workplace policies, procedures and other requirements for designing documents, such as a style guide. You will also need access to workplace equipment and resources and at least two types of software applications.
You will be collecting evidence for this unit in a Project Portfolio. The steps you need to take are outlined below.Preparation
Make sure you are familiar with the business you are basing this assessment on and have read through the necessary background information. For the case study business, this is all of the documents included in the Simulation Pack.
If you are using your own workplace, you must identify four different documents you will produce and two different software applications (such as word processing, accounting software, spreadsheets, etc.) you plan to use. Review the workplace requirements for producing each of the documents (this includes the policies and procedures relevant to producing business documents and other requirements for document design, such as a style guide) and this approved by your assessor before proceeding.
Complete Page 4 of your Project Portfolio for this unit.
Read through the requirements of Section 1, 2 and 3 of your Project Portfolio.Select and prepare resources
You are required to select and prepare the resources you need to design and produce four different business documents.
If you are basing the assessment on your own workplace, you must produce the business documents approved by your assessor in the previous activity step.
If you are basing your assessment on the case study, you will use the information provided in the Simulation Pack. If you are using the case study, you will produce:
a memo using Microsoft Word, a newsletter using Microsoft Word, presentation slides using an application of your choice, and an email using an email application of your choice.
Use the questions in Section 1 of your Project Portfolio to plan your documents. In order to do this, you will:
• Identify the technology and software applications you will use to produce the required business documents
• Identify the layout and style of each document by looking at the organisational requirements (this may be the style guide, template, etc.), and the type of information you need to communicate
Continue completing the questions in Section 1 of your Project Portfolio by using basic design principles and organisational requirements to plan the basic structure of each document. This will involve:
• The different sections and the order in which they appear
• Font, font size
• Page borders, page numbers, dates
• Headings, heard and/or footers
• Spacing, columns, margins
• Graphs, tables, or images
• Colours, logos,
• Any other features your document must contain according to the task requirements.Meet with relevant stakeholders
You are now required to meet with the relevant stakeholders to discuss and clarify the format and style of each document. If you are basing the assessment on your own workplace, you may have to meet with a different stakeholder for each document you are planning to produce.
If you are using the case study, you will meet with your assessor, assuming the role of Office Manager.
At the meeting/s, you will use your planning from the previous activity to:
• Discuss the formatting and style requirements for each document
• Confirm that you are meeting the organisational requirements for each document (using relevant documents, guides and templates of the organisation).
During the meeting, you are required to demonstrate effective communication skills as follows:
• Use of appropriate style (formal), tone (encouraging, respectful) and vocabulary (professional, business language) for the meeting
• Speaking clearly and concisely
• Using non-verbal communication to assist with understanding
• Asking questions to identify required information
• Responding to questions as required
• Using active listening techniques to confirm understanding
If you are using the case study, you will meet with your assessor, online or in person. Each discussion (for the four different document types) should last 5 minutes. You must use appropriate business language, asking questions and using active listening techniques.
If you are using a real workplace and meeting with your manager, you may like to make a video recording for your assessor to watch later, or provide other evidence that you have discussed the document e.g. chat messages, meeting minutes or emails.Make sure you have answered all questions in Section 1. Submit to your assessor for review.
You are also required to attach certain documents as part of your evidence – review the documents you need to attach as outlined in Section 1 of the Project Portfolio and make sure you attach these when you submit this section.Draft documentsYou are now required to design your business documents using the planning you did in Section 1 of your Project Portfolio.
Open Section 2 of your Project Portfolio, answer the questions and do the following:
• Open and create files according to task and organisational requirements
• Create a first draft of each document and enter the information into the document
• Use the software application functions to ensure consistency of design and layout
Attach your drafts to Section 2 of your Project Portfolio. You will produce your documents in the next activity step.Produce documentsYou must complete, produce and store each document according to organisational policies, procedures and requirements.
Use Section 2 of your Project Portfolio to:
• Check each document you produced to ensure it meets task requirements for style and layout
Store/save the documents appropriately using the correct folders. You will attach evidence of this (screenshot, photo, etc.) to Section 2 of your Project Portfolio.
Continue completing Section 2 of your Project Portfolio.
• Describe how you used the help function to overcome basic difficulties with document design and production, where required.
Attach proof of accessing the Help function (screenshot) to the end of Section 2 of your Project Portfolio.
Make sure you have answered all questions in Section 2. Submit to your assessor for review.
You are also required to attach certain documents as part of your evidence – review the documents you need to attach as outlined in Section 2 of the Project Portfolio and make sure you attach these when you submit this section.Finalise documents
You will now finalise your business documents.
Use the Document Checklist in Section 3 of your Project Portfolio to finalise your documents. In order to do this, you need to:
• Proofread each document for readability, accuracy and consistency of language, style and layout prior to final output
• Modify each document according to task requirements by describing any changes you made in the Document Checklist.
Name and store each document in accordance with organisational requirements and exit the application. You will attach evidence of this (screenshot, photo, etc.) to Section 3 of your Project Portfolio.Present documents
Meet with the relevant stakeholder/s to present your business documents.
If you are using the case study, you will meet with your assessor assuming the role of office manager.
If you are using a real workplace, you may have to meet with different stakeholders for each document.
You may present the documents by showing the stakeholder the electronic copy, sending it to them before the meeting or you may print the document. The meeting may be online or in person and you should use 5 minutes to present each document.
At the meeting:
• Present each document according to the task requirements.
If you are using the case study you will be meeting online or in person with your assessor. If you are using a real workplace and meeting with your manager, you may like to make a video recording for your assessor to watch later, or provide other evidence that you have presented the documents to them.
Your assessor can provide you with more details at this step. Make sure you follow the instructions above and meet the timeframes allocated.Submit your completed Project Portfolio
Make sure you have completed all sections of your Project Portfolio, answered all questions, provided enough detail as indicated and proofread for spelling and grammar as necessary. Remember to submit all necessary attachments as indicated. Submit to your assessor for marking.
Student name:
Assessor:
Date:
Business this assessment is based on:
Documents you will produce:
Section 1: Select and prepare resources
Complete this section before designing your business documents
Document 1: Document 2: Document 3: Document 4:
Technology and software
List the technology (including at least two different software applications) did you use to design each document?
Information
Will the document have different sections? How will you order the different sections? List the sections using the correct order.
Which types of information will the document contain (Paragraphs of text, images, graphs, etc.)?
Design
List three basic principles you will use in the design of each document?
Layout and style
Which layout will you use (Portrait/ landscape/page margins/ header, footer?
Which styles are you required to use (Logo, font type, font size, for text and headings, spacing etc.)?
Attach proof of adhering to the organisational requirements (screenshot of selecting a layout, etc.).
Meeting
Provide details of the stakeholder you met with. What is their role within the organisation?
Formatting and style requirements
List at least two formatting or style requirements you discussed or clarified with the stakeholder.
Attach:
Link to business website About page or corporate brochure that summarises what the business does OR Simulation Pack if using case study ☐
Attach documents containing organisational design requirements (style guide, template, etc.) OR Simulation Pack using case study ☐
Section 2: Design and produce documents
Complete this section after designing your business documents.
Document 1: Document 2: Document 3: Document 4:
Create files
What are the organisational requirements for creating file names?
What are the names of the files you created?
Functions
List at least three functions you used and describe how you used it to ensure consistency of design and layout.
Does the layout of the document meet requirements? Did you make any changes?
Does the style of the document meet requirements? Did you make any changes?
Help function
Describe how you used the help function to overcome basic difficulties with document design and production.
Attach proof of using the Help function at the end of this section.
Attach:
First draft of each document ☐
Proof of using the correct naming conventions and folders (screenshots) ☐
Proof of accessing the Help function (screenshots) ☐
Section 3: Finalise documents
Document checklist
Complete the document checklist before producing your documents. Answer Yes/No and describe any changes made to the document.
Check Document 1: Document 2: Document 3: Document 4:
Does the tone of the document reflect the writing style required as per the style guide?
Is the tone in the document suitable for the intended audience e.g., is it sufficiently formal or informal?
Is the format of the document appropriate to the purpose of the communication e.g., letter for a formal communication?
Is the purpose of the document clear?
Is the document logically sequenced and structured?
Has the document been proofread for spelling, grammar and overall readability?
Complete this Section after your meeting.
Document 1: Document 2: Document 3: Document 4:
Stakeholders
Who did you meet with?
Presenting a document
How did you present the document?
Task requirements
Did your document meet task requirements? Describe any feedback here.
Attach:
Proof of using the correct naming conventions and folders (screenshots). ☐
Finalised documents ☐
Assessment Task 2: Checklist
Student’s name:
Did the student: Completed successfully? Comments
Yes No
Select and prepare resources by:
• selecting and using technology and software applications to produce the required business documents
• selecting the layout and style of each publication, according to information and organisational requirements
• using basic design principles and ensuring document design is consistent with organisational requirements
• discussing and clarifying the format and style with required stakeholder?
Design documents by:
• identifying, opening and creating files according to task and organisational requirements
• designing the documents and ensuring efficient entry of information
• using a range of functions to ensure the consistency of design and layout?
Produce documents by:
• completing document production according to organisational policies, procedures and requirements
• checking documents produced to ensure it meets task requirements for style and layout
• storing documents appropriately and saving documents
• using the help function to overcome basic difficulties with document design and production, where required?
Finalise documents by:
• proofreading documents for readability, accuracy and consistency of language, style and layout prior to final output
• modifying the documents according to task requirements
• naming and storing the documents in accordance with organisational requirements and exiting the application
• presenting documents according to task requirements?
Task outcome: • Satisfactory • Not satisfactory
Assessor signature:
Assessor name:
Date: