Design elements require in document design and production


Assessment Task 1:

Problem 1 (a): List the four (4) key documents that an organisation may have available internally to use to instruct their employees on how ensure document design is consistent with company and/or client requirements.

Problem 1(b): What is the main document an external client would use to provide information about particular design elements they require in document design and production?

Problem 1(c): What are the six (6) essential elements of the document you identified in (b) above?

Problem 2: Research the following eight (8) software applications that businesses may use to assist in document design, production and storage, and list their functions and features in the tables following.

  • WordPress
  • Google Drive
  • Microsoft Word
  • Notepad
  • TextEdit
  • Google Docs
  • Adobe Indesign
  • Adobe Creative Cloud

Problem 3: For each of the applications in the preceding Problem 2, list in the following table the most direct source of expertise available if you encounter basic design difficulties in the design, and in the production, of business documents using that particular application.

Problem 4: In addition to the software applications identified in Problem 2 above, what are the three (3) typical office equipment technologies a business can use to produce business documents in-house? Provide a brief outline of each.

Problem 5: An organisation will typically have its own particular requirements relating to document design and production to manage how data is captured and input into or converted into electronic records, how the data is stored and how it is presented. What are the common key features that every organisation should aim to achieve through those requirements?

Problem 6: Describe how each of the following formatting and design techniques may impact on the quality, presentation and readability of data and information-

(a) Using legible type

(b) Using tables and Graphs

(c)Using Numbered Lists

(d) Bulleted lists

(e) Using left-justified alignment

(f) Using italics

(g) Natural flow

(h) Blank rows and columns

Problem 7: An organisation may have specific policies governing the transfer and security of data. What are the eight (8) key features that should be included in a data or cyber security policy according to business.gov.au?

Problem 8: Describe how each of the following formatting and design techniques may impact on the quality, presentation and readability of data and information-

(a) Sum product Function

(b) Indirect Function

(c) Database Functions

(d) Trend Function

(e) Pivot Tables

(f) Macros

(g) Scripts

Problem 9:

a) Why is it necessary to test the functionality of macros when they are used in the design of document templates?

b) When should macros used in the design of document templates be tested?

c) What are the four (4) standard Problems to be asked when testing macros?

Problem 10: List the four (4) steps in the iterative document production process and outline the components in each step.

Problem 11: What nine (9) factors do you need to consider when evaluating an organisation's current and future information technology capabilities as it relates to designing or producing business documents?

Problem 12: List at least four (4) different sources of external expertise that may be of assistance when designing or producing business documents

Problem 13: Outline how each the following internal organizational policies and procedures relate to the design and/or production of business documents:

(a) House/Style Guides

(b) Procurement & Purchasing policies and procedures

(c) Quality Management Systems

(d) Meeting procedures

(e) WHS/OHS policies and procedures

(f) Human Resource policies and procedures

Problem 14: What are the eight (8) main costs involved with the implementation of standard documentation?

Problem 15: Explain why the key provisions of the following legislation and regulations, codes and standards should be considered during document design and production.

(a) The National Privacy Principles

(b)Occupation Health and Safety (/Workplace Health & Safety) laws and regulations

(c) Taxation laws and regulations

(d) Fair Work regulations

(e) Codes of Practice and Australian Standards

Problem 16: List at least five (5) typical strategies to monitor use of standard documentation templates and macros, and evaluate the quality of documents produced against documentation standards.

Problem 17: List at least five (5) typical organizational needs or requirements that could be subject to change over time and necessitate a review of supporting documentation against standards

Problem 18: Outline strategies to facilitate the planning and the implementation of improvements in templates and macros.

Assessment Task 2: Project and Role Plays

Task Summary:

For this assessment, you are required to design, test and amend to finalise the following two (2) business document templates for the Best Bite Café:

o a Customer Details form -to be used as an external form to gather customer data when a sale is made to create a customer database for marketing purposes

o a Weekly Beverage Sales form -to be used internally to input into an Inventory Management system

Case - the Best Bite Café

Activity 1

1) Review the Best Bite Café Style Guide and the Marino Enterprises Style Guide provided as-

  • BSBITU306_Handout (a) Best Bite Café Style Guide, and
  • BSBITU306_Handout (b) Marino Enterprises Style Guide

to familiarize yourself with the house / style guide requirements for this business.

For this assessment you must conform to these style guides where relevant and wherever appropriate.

2) Your Assessor will role play as the owner of the business. When you have familiarised yourself with the style guides, review Problems 4 to 10 that followas well as Problems 1 to 3 in Activity 4. Before you complete your written answers to those Problems, discuss with the business owner and clarify your interpretation and understanding of:

  • the format and style requirements for each of the two (2) documents you have been asked to design and produce,
  • any budget considerations, and
  • the current and future technology capabilities

that may impact on design and production of the documents.

STUDENT ROLEPLAY INSTRUCTIONS

You will roleplay as the Best Bite Café staff member responsible for managing the design of business documents. You will meet with the business owner (Role played by your Assessor) to discuss and determine the format and style requirements, budget considerations and technology capabilities that may impact on design and production of the documents.

 

Roleplay Cast:

The following individuals will be at the meeting;

- Student being assessed role play as the document design and production manager

- Assessor - roleplay as the business owner

3) Your Assessor will complete the following checklist whilst you discuss the document design requirements.

4) What are the specific layout and/or style requirements relevant to the design of the Customer Details form template as discussed and clarified with the business owner (your Assessor)?

5) What filename will you use for your first draft of the Customer Details form?

6) Where will you save the file electronically?

7) What are the budget constraints in the design process for both documents?

8) What are the budget constraints in the production process for the Customer Details form?

9) What are the budget constraints in the production process for the Weekly Beverages Sales form?

10) What are the impacts on the document design and production from the organisation's present and future information technology capabilities?

Activity 2

You are to design the template for the Customer Details form. Customers will be asked to complete this form so that the business can prepare and maintain a database of its customers for promotional purposes.

The data to be captured must include at a minimum-

  • Name
  • Mobile No
  • Home Suburb and postcode
  • Email address
  • Preferred drink*

*Each customer is to be asked to nominate their preferred alcoholic beverage on the form by choosing one of the 20 alcoholic beverages which Best Bite Café offer in their drinks' menu.

The drinks' menu is provided as

  • BSBITU306_Handout (c) Best Bite Beverages Menu

1) Nominate below what software application will you use to design the Customers Details form template.

2) Nominate below which of three (3) of the basic design principles you will incorporate as you design the Customers Details form template

3) Complete the first draft of your Customers Details form template, and print it and, after you are satisfied that it meets style and layout requirements, save it electronically as a draft template.

4) Write up Explanatory Notes to instruct customers and staff on how to complete the Customer Detail form, using the template following-

Activity 3 - Role play

You are now to Chair a meeting with customers and the business owner to present the draft Customer Details form and to test its appropriateness and efficiency. Your Assessor will allocate a time and the other students to attend and roleplay as customers. Your Assessor will role play as the business owner and will also observe you whilst participating in this role play.

Student Roleplay Instructions

1. You will roleplay as the Best Bite Café staff member responsible for managing the design of business documents. You will chair a meeting with customers and the business owner to present the draft Customer Details form to customers and the business owner and test its appropriateness and efficiency.

2. Three (3) other students will roleplay as the customers of Best Bite Café who have been asked to attend the meeting to trial a new form, the Customer Details form. Your Assessor will roleplay as the business owner.

3. You will chair a meeting and be required to actively participate and answer Problems where necessary and to observe and assess the appropriates and efficiency of the new form.

Roleplay Cast:

The following individuals will be at the meeting;

- Student being assessed role play as the document design and production manager

- Assessor - roleplay as the business owner

- Three (3) customers - role played by three (3) other students

The table on the following page provides general script for each role to be played:

General instructions for all role players include:

  • Under observation of the Chair (student being assessed), actively fill in all of the details requested on the draft Customer Details form.
  • Participate in discussions about any difficulty or awkwardness of the form's layout
  • Offer recommendations if any for improvement in the form.
  • respond to open Problems, by elaborating and providing additional information.
  • respond to closed Problems, with a single word reply.

Student Instructions For Conducting The Meeting:

1) Prior to the meeting, print 8 copies of your draft Customer Details form to provide two (2) copies to each attendee with a copy of the Explanatory Notes.

2) Open the meeting, distribute the copies of the draft Customer Details form and Explanatory Notes. Provide any necessary training with the Explanatory Notes to ensure they are clearly understood, adjusting the content and level of detail to suit user needs where necessary.

3) Ask the customers and the business owner to enter their details on one (1) of the forms and to enter a relative or partner's details on their second copy of the form.

4) Observe each attendee physically as they fill in the forms. You must note any apparent awkwardness or difficulties that the attendees experience whilst completing the form.

5) After the information has been entered onto the form, ask each attendee if they have any suggestions or recommendations to improve the form's efficiency/presentation/layout.

6) Determine if the form's style and layout are appropriate for the task requirements and satisfactorily allow for efficient entry of the required information.

To complete Activity 3:

Following the Role Paly, make any amendments arising from your Role Play observation or participants' suggestions/recommendations that you agree with and finalise your form template, save it as your final template and print it to include with your assessment submission.

Activity 4

You are to design the internal Weekly Beverages Sales form template to record the weekly sales of the alcoholic beverages. This form will be used by staff to manually record the quantities of each stock item each day for every week to provide to the Café Manager to enter into an inventory management system.

Relevant details of the stock items are provided as:

  • BSBITU306_Handout (d) - Best Bite Café Inventory Items Report

The sales quantities will be recorded manually on the form you design so that the sales quantities can be efficiently entered into an inventory management system. Units for each inventory item are to be full bottles and part bottles as the %-full to 2 decimal places.

The form may be integrated into an inventory management system electronically at a later date as part of an automated input process.

1) Nominate below what software application will you use to design the Weekly Stock Sales Qtyform template.

2) Nominate below which two (2) of three (3) of the basic design principles you will incorporate as you design the Weekly Stock Sales Qtyform.

3) What are the specific layout and/or style requirements relevant to the design of the Weekly Stock Sales Qtyformas discussed and clarified with the business owner (your Assessor)in the first Role Play in Activity 1?

4) Complete the first draft of your Weekly Beverages Sales form template, and print it and , after you are satisfied that it meets style and layout requirements, save it electronically.

You may need to make amendments before you finalise your template when you complete later steps in this assessment.

Note that you will be required to submit both your final version and an amended versions from later steps in this assessment.

5) What filename did you use for your first draft of the Weekly Stock Sales Qtyform template?

6) Where did you save the file?

Activity 5

1) Write up Explanatory Notes to train staff on how to complete the Weekly Beverages Sales form, using the template below-

2) Produce at least four (4) copies of your draft template and provide them with your Explanatory Notes to other students and your Assessor and have them to complete one form each. Provide any necessary training with the Explanatory Notes to ensure they are clearly understood, adjusting the content and level of detail to suit user needs where necessary.

3) After the information has been entered onto the form, determine if the form's style and layout allows for efficient entry of the required information.

4) Make any amendments identified in step 3 above to ensure the form template meets all of the task requirements. Then finalise, print and save your form template as the final version.

Do NOT override your saved draft version as you may be required to present and submit both your draft and final versions in the event that your Assessor requires more evidence to determine a satisfactory outcome..

Activity 6

1) Develop a survey form to be completed by staff to gather feedback on the implementation of the Weekly Beverages Sales form. The survey is to facilitate effective monitoring of the form's use, by asking users:

i. If the content of the form still valid for its purpose

ii. If the form is being completed efficiently by all staff

iii. If there is sufficient space to enter the required information

iv. If the information gathered by the form is accurate

v. If there are any changed organisational requirements impacting on the form's use

vi. If there are any changed legal or compliance requirements impacting on the form's use

vii. If any macros used are still correct and appropriate

viii. If there are any suggestions/recommendations

2) The results of the survey indicate the following-

i. the content of the form still valid

ii. the form is being completed efficiently

iii. there is sufficient space to enter the required information

iv. the information gathered by the form is sometimes not accurate

v. there are no changed organisational requirement that impact on the form's use/design.

vi. there are no changed legal or compliance requirements that impact on the form's use/design

vii. there are If no macros used in this form

viii. The only recommendation is that totals be allowed for each Beverage Category as a checking mechanism to reduce the instance of errors in data gathered, as the organisation requires the number of errors in the data collected to be reduced.

Make the recommended improvements to the template and create an amended template to satisfy the organisational requirements for improved accuracy in the data collected. Save the template as the amended version and print it for inclusion with your submission.

3) Update the Explanatory Notes to reflect the amended form, using the template following-

Assessment Task 3: Professional Development Project

Task Summary

In this assessment task you will be required to develop and implement strategies, documentation and training to support the use, maintenance and continuous improvement of standard templates and macros.

You will have a total of two (2) to complete this assessment task

Part A - Develop Training Documentation

Activity 1

2) Using the Training Plan template provided on the following page, develop a Training Plan to explain and support the use of standard templates and macros.

Your Training Plan must include:

a) an explanation of how templates and macros are used in business document design and development

b) a summary of the benefits of macros and templates

c) at least eight (8) examples of common elements that may be included in standard company documents, where macros may be suitable for use in templates

d) typical examples of templates and macros available in word processing and spreadsheet software applications

e) what needs to be considered when customising standard software or other industry templates that may be available

f) what typical features are available to assist in reducing errors and enhance document security

g) a summary of useful elements to incorporate into templates and macros for online business documentsto improve useability, accuracy and security

Part B - Conduct A Training Activity (Roleplay)

Activity 1

Your assessor will advise you of the date and time to present your Training Activity and will organise two (2) other students to roleplay as a staff member receiving the training. You may also be required to participate in other Training Activities for other students.

During the training activity, you will be required to:

1) Present the training activity using the Training Plan you developed in Part A.

2) Demonstrate effective communication skills, by speaking clearly and concisely

Roleplay Cast:

The following individuals will be at the meeting;

- Student being assessed role play as the document design and production manager

- Assessor - roleplay as the business owner

- Two (20 other students will role play as staff being trained

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