Order Description

3 assignments to be completed. Very simple, foundation skills assignments

Details of Assessment
Term and Year T3, 2016 Time allowed 2 weeks
Assessment No 2 Assessment Weighting 100%
Assessment Type Assignment
Due Date Room

Details of Subject
Qualification FNS40615 Certificate IV in Accounting
Subject Name Foundation Skills

Details of Unit(s) of competency
Unit Code BSBITU306 Design and produce business documents
BSBWRT301: Write simple documents
BSBWHS201 Contribute to health and safety of self and others

Details of Student
Student Name
College Student ID
Student Declaration: I declare that the work submitted is my own, and has not been copied or plagiarised from any person or source. Signature: ___________________________
Date: _______/________/_______________

Details of Assessor
Assessor’s Name
Assessment Outcome
Results 0Competent 0Not yet competent
Marks /100

FEEDBACK TO STUDENT
Progressive feedback to students, identifying gaps in competency and comments on positive improvements:
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Student Declaration: I declare that I have been assessed in this unit, and I have been advised of my result. I also am aware of my appeal rights and reassessment procedure.

Signature: ____________________________
Date: ____/_____/_____ Assessor Declaration: I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback

0 Student did not attend the feedback session.
Feedback provided on assessment.

Signature: ____________________________
Date: ____/_____/_____
Unit of Competency: BSBITU306 Design and produce business documents
Assessment task 2: Assignment Competent (C) Not yet competent (NYC)
Knowledge Evidence
To complete the unit requirements safely and effectively, the individual must:
• identify appropriate technology for production requirements Part A, B
• describe functions and features of contemporary computer applications Part A, B
• outline organisational policies, plans and procedures Part A, B
• list organisational requirements for document design e.g. style guide. Part A, B
Performance Evidence

• Evidence of the ability to:
• select appropriate technology and software for design and production of business documents Part A, B
• adhere to organisational requirements when: Part A, B
• adhere to task requirements when producing documents including: Part A, B
• use appropriate data storage options Part A, B
• apply knowledge of functions and features of contemporary computer applications Part A, B
• print and present completed documents. Part A, B
Unit of Competency: BSBWRT301 Write simple documents
Knowledge Evidence
To complete the unit requirements safely and effectively, the individual must:
• identify the process for checking basic grammar, spelling and punctuation Part A Q1
• describe different communication methods Part A Q2
• describe how audience, purpose and method of communication influence the tone of a document. Part A Q3
Performance Evidence

Evidence of the ability to:
• plan, draft and finalise three different simple documents that accurately convey the required basic information in a format suitable for the intended audience and in accordance with organisational policies and procedures for document production.
Part A, B
Assessment/evidence gathering conditions
Each assessment component is recorded as either Competent (C) or Not yet competent (NYC).A student can only achieve competence when all assessment components listed under Purpose of the assessment section are Satisfactory. Your trainer will give you feedback after the completion of each assessment. A student who is assessed as Not yet competent(NYC) is eligible for re-assessment.
Resources required for this Assessment
• Upon completion, submit the assessment printed copy to your trainer along with assessment coversheet.
• Refer to the notes on e-Learning for guidance prior to the assessment
• Any additional material will be provided by Trainer
Instructions for Students
Please read the following instructions carefully
• This assessment has to be completed 1 In class 0 At home
• This assessment is to be completed according to the instructions given by your assessor.
• Students are allowed to take this assessment home.
• Feedback on each task will be provided to enable you to determine how your work could be improved. You will be provided with feedback on your work within 2 weeks of the assessment due date. All other feedbacks will be provided by the end of the term.
• Should you not answer the questions correctly, you will be given feedback on the results and your gaps in knowledge. You will be given another opportunity to demonstrate your knowledge and skills to be deemed competent for this unit of competency.
• If you are not sure about any aspects of this assessment, please ask for clarification from your assessor.
• Please refer to the College re-assessment and re-sit policy for more information.

 

Part A: Knowledge Test (25 marks)

1. Outline the process for checking grammar, spelling and punctuation in MS Word.
(9 marks)
2. Identify and describe the methods of communication used in a business environment.
(8 marks)
3. Use examples to explain how audience, purpose and method of communication influence the tone of a document.
(8 marks)
Part B: Assignment (75 marks)
Covers Books
Covers Books is a small bookstore located in a local shopping precinct owned by DJ Mathis. Operating for just over two years, Covers Books specialises in fiction books and has built up a steady business, with many repeat customers from the local area. DJ has asked you to set up a spreadsheet to record results for the current and previous quarters, and to create a short presentation on the results for the next staff meeting.
Procedure
1. Design and create a spreadsheet to record the results information
(provided in Appendix 1). (10 marks)
1.1. Enter the information into your spreadsheet.
1.2. Save the file using the following format: [Your initials] Covers Quarterly Results ddmmyy. For example, ‘DP Covers Quarterly Results List 010610’.
2. In its current format, the data is difficult to understand and explain. DJ, the owner, has asked that you use some of the inbuilt functions to present the information in a more ‘user-friendly’ manner. In particular, he has asked that the following be
easily identified:(20 marks)
2.1. The percentage of sales in each category for the current quarter.
2.2. How the current quarter’s sales compare to the last quarter, by category.
2.3. The book categories where the current quarter’s sales are greater than the previous quarter.
2.4. The net income for this quarter, compared to the previous quarter.
2.5. A list of the expenses that are less this quarter, compared to the previous quarter.
2.6. Save the changes to your file.
3. Design and create a presentation to present the current quarter’s performance to staff.
(20 marks)
3.1. Your presentation should include:
a. a title slide
b. at least two different styles of tables
c. at least two different styles of charts.
3.2. Ensure that your presentation complies with the provided style guide (Appendix 1).
3.3. Ensure that the following information is included:
a. an overview of the total sales, expenses and net income for the current quarter
b. a chart showing the percentage of sales in each category for the current quarter
c. a chart comparing the current quarter’s sales to the previous quarter, by category
d. a table identifying the book categories where the current quarter’s sales are greater than the previous quarter, and showing the amounts for each
e. a chart showing the net income for the current quarter, compared to the previous quarter
f. a table listing the expenses that are less this quarter, compared to the previous quarter.

3.4. Prepare a staff handout that includes four slides per page, a document title at the top of the first page, and the date and page numbers at the bottom of the page.
3.5. Print at least one copy of the staff handout.
3.6. Save the file using following format: [Your initials] Results Presentation ddmmyy. For example, ‘DP Results Presentation ddmmyy’.

Submission Instruction

● Create plan to accomplish this task. Your plan should include the following information:
(10 marks)
○ Determine audience and purpose for the document
○ Determine the format and structure
○ Establish key points for inclusion
○ Identify organisational requirements from appendix.
○ Obtain and include any additional information that is required
○ Establish method of communication
○ identify the process for checking basic grammar, spelling and punctuation
○ How would you file copy of document in accordance with organisational policies and procedures
○ Submit the plan to get approval from your trainer.
● Submit a print-out of the presentation handout (5 marks)
● Submit soft copies of the following files:
○ the results spreadsheet, named as follows: [Your initials] Covers Quarterly Results ddmmyy. (5 marks)
○ a presentation file, named as follows: [Your initials] Results Presentation ddmmyy. (5 marks)
Appendix 1 – Financial Performance

CATEGORY/SALES Previous Quarter This quarter
Children’s Fiction $14,267.00 $13,359.00
Teenage Fiction $15,608.00 $16,857.00
General Fiction $21,182.00 $21,591.00
Science Fiction and Fantasy $10,558.00 $9,029.00
Romance $11,393.00 $12,603.00
True Crime and Thriller $10,609.00 $9,922.00
Classics $7,371.00 $7,108.00
Total Sales $90,988.00 $90,469.00
EXPENSES
Advertising $2,000.00 $2,000.00
Interest Paid $734.00 $754.00
Office Supplies $1,859.00 $1,708.00
Rent $7,500.00 $7,500.00
Salaries $24,897.00 $21,898.00
Taxes and Licences $3,152.00 $-
Telephone $621.00 $647.00
Utilities $1,898.00 $1,436.00
Total Expenses $42,661.00 $35,943.00

NET INCOME 48,327.00 $54,526.00

Appendix 2: Organisational Policy

All employees of Covers Books must apply the following guidelines for the purpose of designing and developing documents:
1. Style guide for Letters:
• Logo :Design& location of the company logo
Size: 230 mm x 538 mm
Location: Left-hand side of header

• Page Layout
Margins Top and Bottom: 2.3 cm
Left and Right: 2.5 cm
Header and Footer Header: 0.5 cm
Footer: 1.25 cm

• Header
• Logo positioned at the left side of header, first page only
• Company details and address, right justified as follows:
Covers Books
16 Main Street
South Central 9010
www.covers.com.au

• Fonts/Styles
Style Details and Sample
Heading 1 Main Headings – Calibri 16, Bold. Title Case
Paragraph spacing before and after 12 pt
Heading 2 Sub Heading 1 – Calibri 14, Bold. Title Case
Paragraph spacing before and after 6 pt
Heading 3 Sub Heading 2 – Calibri 12, Bold. Sentence case
Paragraph spacing before and after 6 pt
Normal Normal text – Calibri 12
Paragraph spacing before and after 3 pt

• Signatures: All letters to be signed by DJ Mathis. The signature should be typed as “DJ Mathis” using below mentioned font style:
o Font Type: Harrington
o Font Style: Bold
o Font size: 12 pt

• Style guide for content of the letter:
Text Type Details and Sample
Numbers Numbers zero to nine in words.
Numbers 10 and above in figures.
Exceptions – number ranges, for example 1-2 days.
Dates Write months out in full.
Use four digit year.
Example: 1 June 2010.
Bulleted lists Bulleted lists should contain not more than two levels:
• Level one should have an indent of 0.63
• Hanging indent of 0.63
• Line spacing before and after of 3 pt
• Start each point with a capital letter
• No punctuation
• Do not allow bulleted lists to run across multiple pages
○ Level two should have an indent of 1.26
○ Hanging indent if 0.63
Numbered lists Numbered lists should contain not more than two levels:
1. Level one should use Arabic numbers with an indent of 0.63
2. Hanging indent of 0.63
3. Line spacing before and after 3 pt
4. Start each point with a capital letter
5. No punctuation
a. Level two should use alphabetical characters with an indent of 1.26
b. Hanging indent of 0.63
Colour Do not use colour for fonts or highlighting unless directed.
Tables • Use tables where noted in templates.
• Tables should have a heading for each column and heading rows should repeat where tables cross more than one page.
• Do not allow rows to break across pages.
General • Leave two spaces after each sentence.
• One space after other punctuation marks.
• Do not indent text.
• All text to be left justified.
• Language to be set to English (Australian).
• Style guide for other documents and reports
Details
Templates All internal documents must be prepared using any relevant template.
Headers and footers • Company logo should appear in the top left side of the header
• The document type (e.g. meeting agenda, fax, etc.) should appear in the top right side of the header.
• The footer should include the page number and number of pages on the right-hand side of the footer.
• The document date should appear on the left-hand side of the footer.
Naming and saving files • All files should be saved to the shared drive to ensure they are backed up.
• No files should be saved to the ‘C’ drive.
• Files should be saved using the document name and the date. For example, a meeting agenda for a meeting on 1 March 2010 would be saved as ‘Meeting Agenda 01032010’.
General All other formatting is as for letters where applicable. For example, bullets, numbered lists, dates, numbers spacing, etc.
• Style guide for PowerPoint Presentations
Slide header
• Logo positioned at the left side of header, first page only.
• Single blue line across top of each slide.
Details
Templates All presentations must be prepared using the relevant template and using the inbuilt styles.
Title slide Main heading – Calibri 44, centred
Sub heading – Calibri 32, centred
Content slides Slide title – Calibri 44, centred
Maximum of seven bullets per screen
Font sizes for text:
• Level 1 – Calibri 32
• Level 2 – Calibri 28
• Level 3 – Calibri 24
Graphics • Use of graphics such as tables, charts and pictures is allowed,
where appropriate.
• Use of graphics should be limited to one large or up to three small graphics per slide.
• Can use text in addition to graphics, provided layout is in
two columns.
• Style guide for marketing materials
Marketing materials only need to comply with the style guide and template requirements in the areas specifically requested for the marketing item.
For example, if the marketing material is a client newsletter, theonly requirements of the task may be the use of the standard fonts (as detailed for letters) and inclusion of the logo. All other aspects of this style guide will therefore not need to be applied to this task.
Checklist to be completed by the assessor:
Did the learner provide evidence of the following? Yes No
• selected appropriate technology and software applications to design and produce required business documents
• selected layout and style of publication, according to organisational requirements
• ensured document designs are consistent with company and/or client requirements, using basic design principles
• discussed and clarified the format and style with person requesting document/publication
• identified, opened and generated files and records according to task and organisational requirements
• designed documents to ensure efficient entry of information and to maximise the presentation and appearance of information
• completed document production within designated timelines, according to organisational requirements
• checked documents produced to ensure they meet task requirements for style and layout
• confirmed requirements with relevant personnel using specific terminology and listening and questioning techniques
• stored documents appropriately and saved documents to avoid loss of data
• used manuals, training booklets and/or help desks to overcome basic difficulties with document design and production
• used appropriate data storage options
• Applied knowledge of functions and features of contemporary computer applications
• Printed and presented the completed documents
Signature: Date: