Explanatory Notes on Letter Templates

BSBADM506
ASSESSMENT 3
Student Name: Student ID No:
Trainer/Assessor Name: Term and Year:
Course:
Unit Code and Name: BSBADM506 Manage business document design and development
BSBADM506

The member of staff to train was PAT
Explanatory notes on the use of the Letter Templates
The letter template has been prepared to follow the guidelines of the organization. As it is, you only
need to fill in the sections that are indicated by brackets. For the recipients, a mail merge operation is
required; the details of the recipients are held in an excel sheet, so only one copy of the letter is
developed, but while printing out, the mail merge will take care of copies of the letter for all the
selected recipients.
The template contains a macro that automatically places current date. You will only replace the
sections indicated and sign off the letter. The mail merge function will fill in details relating to;
 Customer details and address
 Order details
 Original delivery date
 Expected delivery date
While using the template, apply the style guide formatting guidelines on fonts, color, log and language.
The letter should always be formal written in an apologetic tone. The resulting document should be
given an appropriate name to make it easy to trace and find a document.
Session plan for a 10–20 minute session
Name: Pat
Training date: 27 06 2019
Topic Duration Competency
Introduction and
explanation of the
template’s compliance with
organizational goals
3 min Competent
Demonstration of mail
merge and macros
12 Competent
Practice and questions and
feedback
5min Competent
Evaluation and notes:
Training

Arrange with your assessor to demonstrate or role-play training.
Evaluation report
The overall goal of the organization is to upgrade the skills of every team member to a level of an
operator. From the initial assessment of the members, major skills gaps existed for all members;
requiring each to undergo training on almost all the categories outlined. Sam and Kim were
particularly affected since they had some skills where they had not even begun leaning. For that
reason, the organization’s ability to modify and produce quality documents is greatly hampered.
Work task
Team member and current
capability
You
(team
leader)
Pat Sam Kim Skill gap
Creating and using
templates in Word and
Excel. Sam and kim
Creating and using
macros in Word and
Excel. Pat and Sam
Creating and using
mail merge features in
Word.
Pat and Kim
Creating and using
form fields in Word.
Pat and Sam
Creating and using
drop down lists in
Excel.
Pat and Kim
Creating and using
formulae in Excel.
Pat and Kim
Untrained – Team member has no training.
Learner – Team member cannot perform task independently.
Practitioner – Team member can perform task independently with
supervision.