BSBADM506- MANAGE BUSINESS DOCUMENT DESIGN AND DEVELOPMENT- 3 ass

Facilitator Guide Marking Guide

BSBADM506 Manage business document design and development 1st edition version: 1

© 2015 Innovation and Business Industry Skills Council Ltd

Marking Guide

Assessment Task 3: Develop strategies for use and

improvement of standard documentation

Candidate’s Name Phone No.

Assessor’s Name Phone No.

Assessment Site

Assessment Date/s Time/s

Outcomes

Did the candidate:

Satisfactory

Yes No

Conduct a training session?

Submit explanatory notes?

Submit the session plan?

Submit the evaluation report, including implementation plan?

Submit assessment documentation in agreed format and within agreed

timeframe?

Facilitator Guide Marking Guide

BSBADM506 Manage business document design and development 1st edition version: 1

© 2015 Innovation and Business Industry Skills Council Ltd

Performance indicators

Did the candidate:

Satisfactory

Yes No

Part A: Conduct training session?

Prepare explanatory notes for staff members on:

● applying the style guide when using templates and macros, for

example:

○ introducing the style guide

○ highlighting the importance of applying it when using

templates

● considering aspects of context, purpose and audience when

designing and formatting texts, for example:

○ referencing the purpose of the letter template: to

standardise the organisation’s communications with

affected customers

○ provide very simple instructions on Word template use if

training Sam; focusing on using form fields if training Pat,

etc.

● document naming and storage requirements, for example (from

Adept Owl style guide, page 10):

○ speak to your Manager regarding the file naming

conventions used in your Department

○ for ease of operator identification, add your initials to the

end of each filename. For example, JulyConf-mq.doc

(document about July Conference-keyed in by Mary

Quinlan).

Develop training on the use of the letter template:

● develop session plans following a logical flow (introduction,

followed by demonstration, followed by practise, followed by

feedback and assessment)

● focus content of session plans on use of letter template.

Facilitator Guide Marking Guide

BSBADM506 Manage business document design and development 1st edition version: 1

© 2015 Innovation and Business Industry Skills Council Ltd

Did the candidate:

Satisfactory

Yes No

Implement training on the use of the letter template and macros and

adjust the content and level of detail to suit user needs.

● Adapt training to meet needs of staff members, focusing on areas

of need and not wasting time on skills already possessed by the

staff member.

● Use communication skills to explain features.

○ Ask questions to confirm trainees’ understanding

○ Listening skills

● Draw attention to the importance of applying the style guide in

using the template.

● Follow the session plan to introduce, demonstrate, allow practise

and feedback and assess.

Assess and record the staff member’s use of the template, including:

● checking that the staff member completes file naming and

storage according to style guide (e.g. add their initials to the end

of each filename)

● ensuring the staff member can create a letter (using the

template) independently with supervision (as set out in team

capability table ‘practitioner level’ performance)

● recording the staff member’s level of proficiency.

Part B: Produce evaluation report?

Compare current performance with targets and identify gaps, for

example:

● use of templates: 1 staff member cannot use to practitioner level

(as set out in team capability table)

● % documents conforming to style guide: performance 20% short

of target (as set out in performance targets and outcomes table)

● average time (per mail-out) to edit the letter being sent: time

taken is currently double the target (as set out in performance

targets and outcomes table)

● data entry error rate: 7% higher error rate than target (as set out

in performance targets and outcomes table).

Facilitator Guide Marking Guide

BSBADM506 Manage business document design and development 1st edition version: 1

© 2015 Innovation and Business Industry Skills Council Ltd

Did the candidate:

Satisfactory

Yes No

Identify three recommendations to enable continuous improvement and

to close performance and skills gaps based on monitoring of actual

performance and research undertaken. As part of recommendations:

● include technical needs to close gaps and improve operations

with respect to template use

● include training needs with respect to technical functions

● include changes to policies, procedures or style guides to support

implementation of recommendations

● refer to the advice of experts or relevant sources of expert advice

to support recommendations.

Complete an implementation plan to enact improvements, including:

● description of activity

● resources needed (including costs where relevant)

● person responsible

● timeframe.

Comments/feedback to participant

Outcome: Successful Unsuccessful

Assessor name:

Assessor signature: