STUDENT ASSESSMENT TASKS

Qualification BSB30120 Certificate III in Business

Cluster number and name: BC3_20 2.1 Business documents
Units of competency: BSBTEC301 Design and produce business documents
Student’s ID: Please advise all students to insert their ID this column and on
Assessor’s name: all pages,
Please theyyour
ensure submit.
name or assessor name is inserted.

ASSESSMENT TASK 1 – KNOWLEDGE QUESTIONS

Assessment task description
 This is the first (1) assessment task which consists of seven (7) written knowledge questions.
You must complete all the knowledge questions at the required level to get a “Satisfactory”
outcome.
Purpose of the assessment task
The purpose of this assessment task is to assess your knowledge in the following:
 technology required to produce document
 key functions and features of contemporary computer applications
 organisational policies and procedures
 organisational requirements for document design, including style guide.
Assessment conditions and resources
Assessment will be conducted in a safe simulated classroom environment where you will have
access to technology such as computer, internet, WIFI, software to produce business documents,
sample style guides and policies and procedures (Refer to Appendix A, B and C under support
materials provided to you)
Questions
1.1. To demonstrate that you understand what a business document is, list five (5) examples of
business documents in the space below. (Guide: 30+ words)

1.2. When producing business documents, it is essential to use the correct technology and
software. Give three (3) examples each of the technology and software you may use to
develop business documents. (Guide: list 3 technology & 3 software items, 30+ words each)
Technology Software

1.3. One of the computer applications is “Microsoft Word”. Refer to the functions highlighted and
explain these in the table below. (Guide: 50+ words)

BC3-20 2.1_BSBTEC301_Assessment Tasks V4 Issued 23/03/2021 Page | 1

 STUDENT ASSESSMENT TASKS
Qualification BSB30120 Certificate III in Business
Cluster number and name: BC3_20 2.1 Business documents
Units of competency: BSBTEC301 Design and produce business documents
Student’s ID: Please advise all students to insert their ID this column and on
Assessor’s name: all pages,
Please theyyour
ensure submit.
name or assessor name is inserted.

Quick Access Toolbar

Ribbon
File tab
Title bar
Rulers
Text Area
Status bar
View buttons
Zoom level controls
Vertical scroll bar
1.4. Give examples of the functions that may ensure consistency of the design and layout of
business documents. (Guide: list and briefly explain three (3) examples, 20 – 30 words)

1.5. What may organisational policies and procedures outline when developing business
documents? (Guide: 30-50 words)

1.6. Give examples of different layouts and styles you may need to consider when developing
business documents. (Guide: list and briefly explain a minimum of five (5) examples, 20 – 30
words)

1.7. When selecting layouts and styles, you must take workplace requirements into
consideration. What can these include? (Guide: list and briefly explain five (5) or more
layouts and styles, 20 – 30 words)

ASSESSMENT TASK 2: CREATE AND DESIGN BUSINESS DOCUMENTS

Assessment task description
This is the second (2nd) assessment task which incorporates a scenario and practical activity where
you will be required to develop your first business document. In the first task you will identify and
break down the task from the case study information. In the second task you will create the
document, present it to your trainer and save it using organisational guidelines.

Purpose of the assessment task

The purpose of this assessment task is to assess your skills in being able to create a business
document following business guidelines, policies and procedures, workplace ergonomics, seek
feedback, save document within the time constraints as instructed by your assessor.

Assessment conditions and resources

Assessment will be conducted in a safe simulated classroom environment where you will have
access to technology such as computer, internet, WIFI, software to produce business documents,
sample style guides and policies and procedures (Refer to Appendix A, B, C and D under
support materials provided to you)

SCENARIO
Read through the scenario below and follow the instruction for the activities provided.

BC3-20 2.1_BSBTEC301_Assessment Tasks V4 Issued 23/03/2021 Page | 2

 STUDENT ASSESSMENT TASKS
Qualification BSB30120 Certificate III in Business
Cluster number and name: BC3_20 2.1 Business documents
Units of competency: BSBTEC301 Design and produce business documents
Student’s ID: Please advise all students to insert their ID this column and on
Assessor’s name: all pages,
Please theyyour
ensure submit.
name or assessor name is inserted.

You are working for a large organisation in Sydney. December is fast approaching and your
company has decided to hold its Christmas function at the Hilton Hotel and would like to invite all
its staff and clients. Your manager has asked you to prepare a document (flyer) that will be sent
out to all of the staff and stakeholders of the organisation informing them of Christmas closure and
where the party is going to be. You must include the following:

 Christmas closing period which is 20th December to 5th January.

 End of year party is on the 20th December
 Party will be at the Marble Bar, Sydney Hilton
 Party will begin at 5 pm and food will be served at 6pm
 End of year party will be for everyone who works for the organisation and their families
 Beer, wine, and soft drinks will be free
 Use the style guide for information
 Make it fun and insert some pictures
 One page is enough
 Your manager wants you to make sure that the flyer is inclusive and does not create issues for
people with different religious or cultural backgrounds.

Remember:
a. Before you use the computer, you need to ensure that your work area is ergonomically
appropriate. Your assessor will check your area and sign an observation checklist.
b. Once you have finalised your presentation, you must save your presentation for Ruth (as
directed by your assessor), and print or email a PDF copy of your presentation to your assessor.

2.1. When creating a document, you need to be aware of quite a few guidelines in order to
ensure the document covers what it is intended to and ensure that the organisation is compliant
in all of its information and communications. Complete the table below. (Guide: 20 – 30 words)
What software would you use
to create this document (flyer
Who is the intended audience
What is the date and time of
the party
2.2. What policies or procedures might you need to understand when creating this flyer? List and
briefly explain two (2) policies or procedures. (Guide: 30 – 50 words)

2.3. Select the layout and style of publication ensuring the basic design principles are consistent
with organisational requirements and produce a plan of the event flyer. Refer to style guide
below: (Guide: 20 – 30 words)
Organisational Formatting Style Guide
Logo Not needed
Font Headings – Arial, 14, Bold Date format Day/month/year
Body – Arial, 11 Informal 1st January 2018
Formal

Spacing Single Line Time format 9:00am

Double line between paragraphs
Page Layout Header – Must company information Phone (00) 0000 0000
Footer – Must contain page number numbers

BC3-20 2.1_BSBTEC301_Assessment Tasks V4 Issued 23/03/2021 Page | 3

 STUDENT ASSESSMENT TASKS
Qualification BSB30120 Certificate III in Business
Cluster number and name: BC3_20 2.1 Business documents
Units of competency: BSBTEC301 Design and produce business documents
Student’s ID: Please advise all students to insert their ID this column and on
Assessor’s name: all pages,
Please theyyour
ensure submit.
name or assessor name is inserted.
Space after a 1 space after a comma
period 1 space after a full stop
1 Space after a colon or semi colon
Version Ensure that the letter and each draft have unique version control
control

2.4. Meet with your manager (your assessor), discuss, and clarify format and style guide prior to
designing the flyer. Document feedback and recommendations below. (Guide: 20 – 30 words)

BC3-20 2.1_BSBTEC301_Assessment Tasks V4 Issued 23/03/2021 Page | 4

 STUDENT ASSESSMENT TASKS
Qualification BSB30120 Certificate III in Business
Cluster number and name: BC3_20 2.1 Business documents
Units of competency: BSBTEC301 Design and produce business documents
Student’s ID: Please advise all students to insert their ID this column and on
Assessor’s name: all pages,
Please theyyour
ensure submit.
name or assessor name is inserted.
DESIGN DOCUMENT
2.5. Demonstration - Ergonomics
This is a practical task where you are required to demonstrate that you are able to set up your
workstation to your personal requirements prior to preparing working on a computer to prior to
starting your electronic presentation.
Task instructions
a) Chair – Set chair to a height where your feet are
completely flat on the floor. Find a position that feels
comfortable for you. The backrest of some chairs can also
be moved forward or backwards. You should have at least
two centimetres of space between the front of the seat
and the back of your knees. The backrest should exert a
gentle pressure on your lower back.
b) Desk - The surface of your desk should be just below
elbow height. If you cannot adjust your desk, consider
raising your chair and using a footrest to keep your feet
and legs in the correct position. Keep the space under your
desk free of clutter to ensure you have plenty of leg space.
c) Keyboard - Place the keyboard as close as possible to the
front of your desk.
d) Mouse - The mouse and mouse pad should sit directly
next to your keyboard on the side you prefer to use. Your wrist should be straight and
the desk, not your arm, should support the weight of your wrist. Try to keep your wrist
flat and rest your fingers on the mouse between clicks.
e) Computer screen - The optimum position for your computer screen is to have the top
of the screen level with or slightly below eye level. To minimise the risk of radiation
exposure and eye strain, keep the screen at least 50 centimetres away from you.
2.6. Design document – Practical task (25 – 30 minutes) – Document 1
Design and produce a draft flyer using Microsoft Word. When designing the document, you
must use a range of functions to ensure consistency of design and layout and complete the
draft within the designated timeline. The draft needs to use the organisational style guide
below. You must:
a) Cover all the points in the brief
b) Save your document as “Draft (YOUR NAME AND ID)”
c) Upload the draft to your student portal for your trainer for feedback
Organisational Formatting Style Guide
Logo Not needed
Font Headings – Arial, 14, Bold Date format Day/month/year
Body – Arial, 11 Informal 1st January 2018
Formal
Spacing Single Line Time format 9:00am
Double line between paragraphs
Page Header – Must company information Phone numbers (00) 0000 0000
Layout Footer – Must contain page number
Space 1 space after a comma
after a 1 space after a full stop
period 1 Space after a colon or semi colon
Version Ensure that the letter and each draft have unique version control
control

BC3-20 2.1_BSBTEC301_Assessment Tasks V4 Issued 23/03/2021 Page | 5

 STUDENT ASSESSMENT TASKS
Qualification BSB30120 Certificate III in Business
Cluster number and name: BC3_20 2.1 Business documents
Units of competency: BSBTEC301 Design and produce business documents
Student’s ID: Please advise all students to insert their ID this column and on
Assessor’s name: all pages,
Please theyyour
ensure submit.
name or assessor name is inserted.
2.7. Use the “Help feature” to insert an image. Document the procedure used to insert the image.
(Guide: 30 – 50 words)

2.8. Check and proofread your document that it meets organisational requirements. Meet with
your assessor and obtain his feedback on your draft. Document the feedback in the space
below. Your assessor has advised you to finalise the document as it is getting urgent to
distribute it to all the stakeholders. You have been given 30 minutes to finalise your
presentation. (Guide: 30 – 50 words)
Feedback:

2.9. Based on the feedback, finalise your document. You must:

a) Check for typos and grammatical errors and check the document for readability
b) Insert the final filename in the footer of the document listed below
c) Save the document
d) Print a copy of the document and present it to your assessor. You must demonstrate to your
assessor that you are able to use the print function to print the document.
e) Upload the document onto your student portal within the time constraints given to you by
your assessor.
Final Copy “(YOUR NAME AND ID)”

BC3-20 2.1_BSBTEC301_Assessment Tasks V4 Issued 23/03/2021 Page | 6

 STUDENT ASSESSMENT TASKS
Qualification BSB30120 Certificate III in Business
Cluster number and name: BC3_20 2.1 Business documents
Units of competency: BSBTEC301 Design and produce business documents
Student’s ID: Please advise all students to insert their ID this column and on
Assessor’s name: all pages,
Please theyyour
ensure submit.
name or assessor name is inserted.

ASSESSMENT TASK 3: DESIGNING AND PRODUCING BUSINESS

DOCUMENTS
Assessment task description
This is the third (3rd) assessment task which will require you to design, produce and finalise three
(3) different types of business documents, using a different software to what you used in Task 2.
Purpose of the assessment task
The purpose of this assessment task is to assess your skills in being able to create a range of
different business documents following business guidelines, policies and procedures, workplace
ergonomics, seek feedback, save document within the time constraints as instructed by your
assessor.
Assessment conditions and resources
Assessment will be conducted in a safe simulated classroom environment where you will have
access to technology such as computer, internet, WIFI, software to produce business documents,
sample style guides and policies and procedures (Refer to Appendix A, B, C and D under
support materials provided to you.

SCENARIO
Read through the scenario below and follow the instruction for the activities provided.
You are working for Australian Hardware company as a sales representative. Refer to the virtual
company website http://australianhardware.simulations.australiantrainingproducts.com.au/

Australian Hardware company sells a range of products ranging from garden, outdoors, homewares,
hardware, etc. Australian Hardware company would like to promote its products at its monthly
meetings to some clients who are interested in purchasing the products in wholesale.

You have been asked by your manager, Ruth Smith, to prepare an Electronic Presentation about
your organisation which will be presented to new clients about the organisation and the services
the organisation provides at its monthly sales meeting. Remember this presentation is a sales
pitch and needs to be brief, visual, and effective. Ruth asked you to insert extra notes on
some of the slides so that she can refer to them when presenting the content to the clients.

Ruth has asked you to follow the company’s style guide listed below to prepare the presentation.

Australian Hardware Company’s Style Guide

o Must use current company logo on the first slide and last slide of the presentation
o Ruth’s name must be on the first slide as the presenter and again on the last slide
o 2nd slide must list the content of the presentation to explain to the audience what will be
covered
o Small company logo must be used on the bottom of all slides (in the footer area) except for the
first and last slides
o Headings are to be in Bold and compliment the company logo colours
o Maximum of 12 slides for this presentation but a minimum of 8 slides
o At least one slide must display stats of the organisation (e.g. about products or other services)
which can be displayed in either a graph or a table on the slide

BC3-20 2.1_BSBTEC301_Assessment Tasks V4 Issued 23/03/2021 Page | 7

 STUDENT ASSESSMENT TASKS
Qualification BSB30120 Certificate III in Business
Cluster number and name: BC3_20 2.1 Business documents
Units of competency: BSBTEC301 Design and produce business documents
Student’s ID: Please advise all students to insert their ID this column and on
Assessor’s name: all pages,
Please theyyour
ensure submit.
name or assessor name is inserted.

o There needs to be images on some of the slides (e.g. photographs or stock standard images
from the internet or the electronic application program)
o Some slides must run automatically (organised by timing) and some are to be clicked by mouse
to allow Ruth extra time to provide explanations about what the slide covers
o Some images or text should fly in or fade in to make the presentation more interesting

Ruth also requested to make the slide fun using friendly and happy colours to reflect the
organisation
Activity: Using Microsoft PowerPoint to Design a Document (Document 2)
After you have read the case study, you will need to meet with your manager to discuss and
determine the content of the electronic presentation prior to developing the presentation.
3.1. Prior to meeting with your manager, you need to document brief notes of what you think you
will include in the content of your presentation. Meet with your assessor and get the feedback
on your notes. Document your discussion and assessor’s feedback below. (Guide: 100 – 120
words)

3.2. After your meeting, you must now fill in the table below to identify the elements of the
document. Please provide 2 to 3 sentences for each as required. (Guide 30 – 50 words each)
DOCUMENT DESIGN TABLE
Word-Processing
software to be used
Ergonomic needs for
this document
Approx. time to
complete
Document purpose
Document audience
3.3. Design and produce presentation – (20 – 30 minutes)
a) Using proper workplace ergonomics, you are now required to develop a draft of your
presentation within the time constraints and due date given to you by your assessor.
b) Once you have completed the draft presentation, proof read your presentation for typos,
and grammatical errors and ensure that you have followed the company’s style guide,
insert the following file name in the footer of the presentation and save the draft:

“Presentation Draft 1 (YOURNAME AND ID)”

c) Save and print the PowerPoint and attach it to your task as evidence.
d) Need to get assessors feedback , make changes and then submit final copy – this needs to
be added

3.4. Design and develop sales flyer – Document 3

Using Microsoft Word, you are required to refer to the Australian Hardware’s website:
http://australianhardware.simulations.australiantrainingproducts.com.au/ and select a product
range. You are now required to design a document to promote this product to the public. You
must refer to the website and the company’s style guide to produce the documents. Answer
the questions below and attach a copy of the final copy of your document. (Guide: 30 – 50
words)
Computer application used

BC3-20 2.1_BSBTEC301_Assessment Tasks V4 Issued 23/03/2021 Page | 8

 STUDENT ASSESSMENT TASKS
Qualification BSB30120 Certificate III in Business
Cluster number and name: BC3_20 2.1 Business documents
Units of competency: BSBTEC301 Design and produce business documents
Student’s ID: Please advise all students to insert their ID this column and on
Assessor’s name: all pages,
Please theyyour
ensure submit.
name or assessor name is inserted.
Style guide used
Insert copy of completed
document

3.5. Design and develop own document – Document 4 (25 – 30 minutes)

Read the scenario below and complete the following activity.
Scenario
You are working as an Administrative Assistant for CEO from Australian Hardware. You have
attended a marketing meeting and have taken minutes of meeting which you have transcribed
below. The CEO has asked you to type the minutes using the official company minutes template
and present it to the senior managers before distribution to the store managers.
a) Use Microsoft Word and type the minutes of meeting using the Minutes Template provided.
Ensure your minutes is formatted professionally, headings are in bold, and any abbreviated
words are spelt out. Note there are a few spelling mistakes you must correct as well. Use the
“Help” feature for any assistance required. Refer to the style guide below to produce the
minutes of meeting.
b) Present to the CEO (your assessor) for approval and feedback prior to distribution.
Australian Hardware Formatting Style Guide

Logo Always right-hand side of all documents

Font Century Gothic

Spacing Single Line

Double line between paragraphs
Headin Main heading - 14 pitch Body text 10 pitch
g Sub headings – 12 pitch
Space 1 space after a comma
after a 1 space after a full stop
period 1 Space after a colon or semi colon
Bullets Insert bullets left hand side of the text – text to be 3 points from the bullet
Version Ensure that the letter and each draft have unique version control
control

Minutes of meeting – 23 March 2021 at 1.00 pm -in Room 200, Level 2 - welcome and apologies –
no apologies, Present – CFO, COO, Marketint, Human Resources

CEO confirmed vision and mission – Mission – Australian Hardware provides best quality hardware,
homewares, garden supplies and building materials from Aust to the world. Vision is that within
five yrs Aust Hardware will lead the hardware and home-improvement market in Aust.
Objective – provide top quality of products, incrse traffic to 1,000 people /day per store (from 800)
Increase website traffic to 20,000 visits p/day – drive sales and revenue growth with financial goals
Establish good will within target market – responsibility Store Mgrs

Aim - This marketing plan comprises of: ● a situation analysis to identify market characteristics
and key strengths and weaknesses of the business relating to meeting consmer demand ● a
marketing strategy to identify marketing objectives, leverage strengths, target key segments

BC3-20 2.1_BSBTEC301_Assessment Tasks V4 Issued 23/03/2021 Page | 9

 STUDENT ASSESSMENT TASKS
Qualification BSB30120 Certificate III in Business
Cluster number and name: BC3_20 2.1 Business documents
Units of competency: BSBTEC301 Design and produce business documents
Student’s ID: Please advise all students to insert their ID this column and on
Assessor’s name: all pages,
Please theyyour
ensure submit.
name or assessor name is inserted.
effectively, and position Australian Hardware to achieve the company mission and vision ● a
detailed budget of marketing expenditure for the year ● a section on control of marketing activity,
which includes milestones for achievement of marketing objectives and contingency planning
Market sumary - Aust Hardware has undertaken extensive market research. Information on the
market and the attributes of targeted customers has been sourced through: ● market research
purchased from private consultancies (Action Marketing, IBISWorld).

Market needs - Acording to market research, Australian Hardware seeks to provide the following
benefits to represent value to their customers. ● Selection: A choice of popular national brands. ●
Convenience: Conveniently located warehouses; e-commerce options. ● Accessibility: Street-level
premises, wheelchair accessible. All reasonable accommodation made for persons with disability or
special cultural needs. ●

Market Growth - Market research indicates that the hardware/home-improvement market will
continue to grow. According to IBISWorld market research, in 2012, the average Australian
household was expected to spend $2,554 on home renovations and improvements. This figure was
expected to increase by 4% over the next five years to reach $2,651 per household by 2021-2022.
Meeting closed 4.00pm Meeting to continue next Wednesday 31 st of March 2021
CEO to sign and approve minutes
Doc name – markeitngmetingv3 issued 23/3/2021

MINUTES OF MEETING
Organisation:
Date of meeting: Time of
Meeting:
Venue:
Present:
Apologies:
No Discussion items Who

Approved by:
Date:
Document
name:

BC3-20 2.1_BSBTEC301_Assessment Tasks V4 Issued 23/03/2021 Page | 10