BSBADM506 Manage business document design and development

I want this assignment to be done in Microsoft word document please.I am in need of answer and doing this project and get more than competency grade Please help me This is very important Also please fill the below details wherever necessary

BSBADM506
Manage business document design and
development
1. Learning outcomes
By the end of this unit, students will be able to have the skills and knowledge required to establish
standards for the design and production of organisational documents and to manage document
design and production processes to ensure agreed standards are met.
Outcomes include:
 Establish documentation standards
 Manage template design and development
 Develop standard text for documents
 Develop and implement strategies to ensure the use of standard documentation
 Develop and implement strategies for maintenance and continuous improvement of standard
documentation

Assessment Task 1
1 Describe the document production process you would follow when creating an
organisations internal and external document range.
Production process (st-andrews.ac.uk)
A process of producing documents is an
iterative one which involves creating,
examining and revising the document. The
process of document production continues till a
document with acceptable quality has been
developed and this quality is dependent on the
type of document and the readers involves in
the document. The three stages involves in the
process of document production are as follows:
Stage: 1 – Creation:- First of all a draft of
document is created and then it is send for
review where the experts review the draft and
mention comments regarding required
modifications, then the document will be
redrafted according to the comments and
accordingly a document's draft is approved.
Stage: 2 – Polishing :- In this stage, drafted
document passes through a process of
grooming, where the text mentioned in the
draft goes under proofreading and a final draft
is produced and duly goes under the process of
examination and there would be an approved
document.
Stage: 3 – Production :- At this stage, the
layout of the document is finalised and
reviewed and finally a master document is
printed along with required number of copies.
2 Identify three (3) cost constraints may affect your document design and development?
Three cost constraints that affect the design
and development of the document includes:
 Wages paid to experts for preparing
and designing the document.
 Cost of printing papers affect the
design of report and proposal
document.

 Cost of incorporating the printing
machine in the company.
3 Describe 3 different software programs and the type of document they are suited for
 MS Excel software program: It is a
spreadsheet program in which the
numerical data of any company or
individual is recorded in the tabular
format for the purpose of analysing the
same data. For example: Calculating
large data with the use of formula bar
given in the sheet.
 MS word: It is a graphical word
processing program in which the uses
can type their thoughts either in the
form of letter, report, essay etc. It also
provide various tools for making and
saving docments.
 Gmail: It is a email programming
software with the help of which users
two or more person can covey their
message with each other but generally
in the formal way.
Three different software programs and their
document type includes:
MS Excel Presenting and analysing data.
Microsoft Word Creating Type document and word letters.
Gmail Used for Emailing
4
Identify at least two (2) different legislation / regulations which affect the design and
development of business documents
Two legislation or regulation which affects the
design and development of document
production of a business are: Archives Regulations: In this,
Australian government agencies need
to provide archives with specified
documentation such as information for
appraisal. Freedom of information regulations:
This regulations is applicable for
searching and retrieving official
documents.

5 List at least two (2) different sources of external expertise available for development of
documents
BSBADM506 Manage business document
design and development (aspire-solidus-
production.s3-ap-southeast-
2.amazonaws.com)
PAGE 22
 Social media
 Magazines, books and printed
materials
 Internet
6 Outline two (2) requirements which may be included in Style Guide when producing
business documents?
The requirements of style guide for producing
business documents:
 The documents must include mission
statement, overview of the company,
About us page and letter from the CEO.
 The documents also need to cover
proper structure with headings, sub-
headings, sections and sub-sections.
Assessment Task 2
Number 1
Roleplay: Participate in a short meeting.
Role play in a meeting
Situation :- designing a logo to be printed on a document.
Chairperson: Good morning and welcome to our company.
IT expert and consultant: Good morning and thank you.
Chairperson: I am a technical executive of Grow Management Consultants. And we have called you
here to offer a proposal for designing a unique logo for our company, so that we can print the same
on our documents.
IT expert and consultant: Thank you for this offer, It would be a proud for me to work with your
company and design a logo for the company.
Chairperson: So, we will draft you all the specifications related to the logo design by tomorrow. And
we need all the requirements from your side as soon as possible, so that we can proceed with this
contract.

Chairperson: Thank you. Will be expecting positive responses further on.
IT expert and consultant: Thank you.
Number 2
Grow Management Consultants
Briefing Report
Introduction
A logo of the company is a symbol which defines the image, brand and unique position of the
company in the markets. All the company must have their own logo which show the identity of that
company. Designing Logo of the company is the most crucial task and area of the graphical
designing. The purpose of this report is to provide the consultancy documentation which help the
company in achieving their new logo objectives. The documentation also includes the budget of
designing the Logo. The purpose of the report is to form a logo design process in which it cover the
vision and mission of the company product and services. The report will also cover the purpose and
the content requirement of project proposal, strategic plan, conference program and presentation
regarding the logo designing. This report will then cover the template of each document along with
that it will get send to the operational manager and the administrative staff. The report further will also
address the points that the operational manager and administrative staff ask for amendment. With this
process the report will address the objective of the company and consult the best logo to the company
which increases its brand image and sales revenue.
Documentation requirements
Include:
 How the text will be entered into the documents
the text will be entered by typing in the blank spaces provided corresponding to the particulars
mentioned in the document or in the next line which is left blank. There would be a already designed
template for every particular documents.
 How the documents will be produced
the document will be produced by following all the stages that is necessary for any document
production where in the first stage a draft for a document will be created and approved, then the
polishing will be done to improvise the quality of document and finally the layout of the document will
be prepared and printed accordingly. The document production will be done through Utilising the tools
like Microsoft word and spreadsheets.
 How they will be stored
The storage of the document will be done in two formats that is electronic and Physical format. The
electronic format will be stored in a hard drive and google drive. And for physical storage, documents
will be placed in a locker and cases.
 How they will be used.

The template for the documents will be saved in a Microsoft word, then by clicking on the create
button, the document will be created and accordingly the template will be edited and saved.
 The quality of document design
there are four principles that need to be followed by document designer and consultant such as there
must be proximity along the content of the document where all the similar information must be
grouped together.
The second principle is the principle of alignment where all the elements must be visually connected
with another element on a page.
The third principle emphasises on creating and utilising an attractive and pleasing layout for a
document.
The fourth principle focuses on the presence of contrast, order, unity and similarity along the whole
document.
So, it is necessary to ensure that the documentation production must meet the quality standards as
set by the policies and procedures of the organisation along with the requirements set by the
legislations.
Also identify and summarise legislation that the documents must comply with.
Archives act 1983: This legislation is meant for regulating record keeping by government and access
to it for the general public, where wthout written permission from state Archivist, records can't be
transferred to third party and can't be destroyed or damaged.
Privacy Act 1988: This act regulates the task of handling personal information of an individual, which
includes collection, utilisation, storage and disclosure.
Freedom of information Act 1982: The act provides for legal right of access to government held
documents related to decision making or policy development.
Crimes act 1914: The act has states penalties and charges for unauthorised disclosure of official
information.
Current information technology capability
Current information technology capability of the company put huge impact on the document
preparation that company. It is because the software that company uses in order to prepare document
provide various tools and techniques. Nowadays most of the company uses the Microsoft Window for
the presentation and documentation purpose. For example: the standard operating environment of the
Grow Management Consultants is Microsoft windows and they use MS word for designing and
producing the various documentations such as project proposal, strategic plan, conference program.
Along with that the company also uses the MS power point for the purpose of presenting any
document. The impact of the information technology capability of the company such as MS word and
power point is that it is easily and practically available everywhere. As the documents are get easily
saved on a flash drive which help the company in accessing the document. With this the company can
also modify their documents and make them more attractable such as by using the clip arts, variety of
fonts, colours, sizes, tables, bullets points and boarders. The MS word also provide the easy to use
navigation pane with the help of which the company can see the visual representation of many
functions.
Budget
Describe all budget limitations
Limitations of budget includes:
 Budget reflects the expected figure on the basis of set assumptions, so it do not show the
accurate result.

 Because the budget, management focus on the strategy only at the end of the fiscal year and
in the remaining year they do not revisit the strategy which cause disadvantage to the
company.
 Preparing and analysing budget is very time consuming for the company especially poor-
organised company.
 In case if one department do not achieve their targets than they can blame to other
department for the same.
 Adopting the method to allocate expenses among departments create conflicts among the
managers.
Document purpose
The document such as project proposal, presentation, strategic plan and conference program have
the purpose of designing the new logo of the company in order to attract the large customers both
locally and internationally. The report concludes the content required for completing and presenting
each document in an effective and efficient manner.
Example:
Project Proposal.
Document purpose:
The purpose of the project proposal is to describe define the Logo design objective of the
company and their requirements for the external attendees.
The proposal document helps in identifying the appropriate solutions by which company can
easily set their new logo.
Content requirements:
The content of the project proposal include the abstract and executive summary which clearly
show in bolded subheadings.
It also include budgets in tabular form with narratives explaining logo designing items.
Strategic Plan.
Document purpose and intended audience:
…….The purpose of preparing strategic plan document is to set goals and develop an
appropriate plan for achieved these goals. The strategic plan of a business indicates the
way on which the business is moving keeping in mind the priorities of a business.
…….
…….
Content requirements:
……..Strategic plan must include mission and vision statement, objectives and goals of a
business along with actions plans and yardsticks for tracking progress of the business.
Conference Program.
Document purpose and intended audience:
The purpose of preparing conference program document is to present information pertaining
to the event, its subject matter, date, location speakers and so on.
Each year the company runs a Leadership Conference. This year’s conference will be held in
October and planning has commenced. (Example)
A copy of the program is to be given to all attendees. (Example)
Content requirements:

The text of the Conference Program has already been prepared. (Example)
The Conference Program should be printed on A4 paper. It will be folded in half with a simple
image on the front and the text inside and on the back. (Example)
Conference program document must include the theme, identification of team members
and their roles, set Budget, venue, date and time of the conference, arrangements of
technology, people and services.
Presentation.
Purpose:
The purpose of the presentation is to attract the large amount of audience interaction on the
new logo.
It is used to identify and fill the gap between the company and their customers.
Content requirements:
The content of the presentation includes three main heading such as introduction, main body
and conclusion.
Experts
List two local professionals or organisations that could assist Grow Management Consultants with
their web-based document design and development in the future.
You should include the individual’s (or company’s) name, areas of expertise, and contact details.
The two company which assist Grow Management Consultants with document design and
development service are Unified Infotech and Redwerk. Unified Infotech is expertise in providing
smart planing, design thinking approach and latest technology. On the other hand RedWork is
expertise in providing software development.
Number 3
Send an email to the Operations Manager.
Attach your Briefing Report to the email.
To,
The Operation Manager,
Subject: Briefing Report.
Please find the attach brief of the report which includes the document purpose and content
requirement of the project proposal, strategical plan, conference program and presentation
document.
Thank You
With Regards
Additional information:
2. Template

A template is a file that serves as a starting point for a new document. When you open a
template, it is pre-formatted in some way. For example, you might use template in Microsoft
Word that is formatted as a business letter. The template would likely have a space for your name
and address in the upper left corner, an area for the recipient's address a little below that on the
left site, an area for the message body below that, and a spot for your signature at the bottom.
Template Definition (techterms.com)
Number 4
Create a Project Proposal template.
Develop a suitable template that will meet the objectives for the document as discussed at the
meeting. Where dates, details, etc. are to be added, place <Date>, <Details>, etc. in that place.
Write the document’s headings in the template to show how the document will be structured. Include a
brief summary under each heading to show the content that will be included.
This is the document that you need to use to make the template.
Project Proposal
Project:
Client name:
Proposal date:
Proposal summary
This proposal is for consulting services supplied by Grow Management Consultants to assist you to achieve
excellence in your business management.
Based on the information you have supplied, we understand that you wish us to provide the following
services to you:
Outline of work
The project will be conducted as outlined below.
Fees and payment terms
The following fees apply:
Item Cost (excluding GST)

Total
Note fees not included in this proposal are as follows:

Payment terms
The following payment terms apply:
 50% deposit required to commence the project
 50% Within 30 days of project completion
 All invoices must be paid within 5 days of receipt.
Client agreement
 Grow Management Consultants will provide the services outlined according to the fees advised.
 Services are as outlined. Any additional requirements must be advised and paid for based on a quote
provided by Grow Management Consultants
 The signing of this proposal indicates that you agree to the services to be provided the fees and terms of
payment.
 This agreement is valid for 30 days from the date advised.
 All services are non-refundable.
Client name:
Position:
Company name:
Client signature:
Date:
Make the template here.
EXAMPLE:

(Make sure you put the logo)
Project Proposal
Project: Training session for Management Excellence
Client name: Big foot Shoes
Proposal date: Weekday within two months’ time.
Proposal summary
This proposal is for consulting services supplied by Grow Management Consultants to assist you to achieve
excellence in your business management.
Based on the information you have supplied; we understand that you wish us to provide the following
services to you:
 Two hours training session
 presentation of one hour
 Brainstorming session
 provision of training session report.
Outline of work
The project will be conducted as outlined below.
 Two hours training session to middle management on current needs.
 A presentation will be created which will run for one hour.
 There will be a brainstorming session post presentation which is meant for improving outcomes of
the management based on learned lessons from presentation.
 Training session's outcome report will be prepared and submitted to all the trainees within 7 days.
Fees and payment terms
The following fees apply:
Item Cost (excluding GST)
Presentation development $300

Trainer's fees $250
Report writing post training session $150
Other miscellaneous $100
Total $700
Note fees not included in this proposal are as follows:
 Travel expenses are not included as it will be advised later on.
Payment terms
The following payment terms apply:
3. 50% deposit must be made before commencement of the project.
4. And the rest 50% of the expenses must be paid within 30 days post project completion.
5. Within the duration of five days, all invoices must be paid.
Client agreement
 The outlined services will be provided on the basis of fees advised by the Grow Management Consultant.
 Outlined services are clearly mentioned above. Additional services requirements must be clearly advised
and paid for on the basis of quote stated by Grow Management Consultants
 Signing his proposal means the client is agreed with the services outlined, its fees and related payment
terms.
 Validity of this agreement will be 30 days from the date of advised.
 Payments of services are non – refundable.
Client name: John Jim
Position: Managing Director
Company name: Big Foot Shoes
Client signature: John
Date: 15 March, 2021.
Number 5
Create a Strategic Plan template.

Develop a suitable template that will meet the objectives for the document as discussed at the
meeting. Where dates, details, etc. are to be added, place <Date>, <Details>, etc. in that place.
Write the document’s headings in the template to show how the document will be structured. Include a
brief summary under each heading to show the content that will be included.
This is the document that you need to use to make the template.
Strategic Plan
2020 – 2023
Grow Management Consultants
Welcome
Welcome to the Strategic Plan for Grow Management Consultants.
This document sets out our vision for the next three years and how we hope to achieve it.
Executive Summary
Grow Management Consultant is established in the year 2010 which provides the management
consultancy service to the company that want to improve their staffs leadership performance. Grow
Management Consultant always try to gain up-to-date knowledge, skills and best practices of the
leadership concept so that we can provide best service to the company.
Vision Statement
The vision of our company is to achieve increment in the market share and customer base within
the three year it means at the end of the year 2023.
Mission Statement
To achieve the vision it need to change the logo of the company which attract the most to the
customers and large audience. The company also want to promote its services by providing the
individual and organisational leadership excellence. For this, company need to provide the
excellent training, coaching and consultation program to their employees. For this purpose, the
company offer the expert advice and share the best practices. The company also try to provide

service related to creation and maintenance of the best leadership culture along with celebrate
excellence with the employees.
Our Values are:
 High-quality management service.
 Innovative ideas based on new and current technology.
 Respect our team members and business clients.
 Provide reliable and accurate information.
Strategic Priorities
 To be well leading and unique company along with high performing, profitable and
accountable
 Ensure that all financial operations, performance indicators and results support the strategic
policies
 Identify new and expand existing sources of revenue, including establishing a training
college to offer accredited training in leadership
 Achieve profits of at least 12% per Annum.
Develop services to meet customers needs and aspirations
 Increase range of management services offered to include change management and
diversity along with the leadership excellence.
 Plan for and establish an annual conference, starting in 2020.
 Increase range of e-books commencing with Organisational Change e-book to be
published.
Continue building deeper customer relationships
 Customer-centred practice, with a focus on meeting their total needs for high-quality
management.
 Strengthen the skills of our people in order to better support the customers.
 Drive innovation to better meet customer demands.
Attract, engage and develop the best staff
 Continuing the drive to a customer centred, high performance workforce and culture
 Strengthening the skills of our people, to better support customer needs
 Empowering innovation and responsiveness to change
 Continuing to enhance the diversity of our workforce.
The Market
The company has enjoy the huge growth from the past five years. The industry is also facing
challenge of poor demand from down stream which affects the financial service and resources of
the management consultancy. Economic uncertainty also affects the prices of the services of the
company.

However, businesses using management consultants to introduce new business processes and
enhance operating efficiencies have partly offset this trend. Industry operators have also
increasingly incorporated analytics into their services, which offer clients greater understanding of
their business and clients. Demand for services backed by analytics is expected to contribute to
growth of 4% in 2020-23.
Research also shows that there is a need for workers to have strong leadership and management
skills to support collaborative management, managing teams for a distance, empowering others and
business acumen. Thus, the demand for leadership consultancy services is still strong.
Situation Analysis
Strengths Weaknesses
 Value and quality
 Strong management
 Customer loyalty
 Friendly organisational culture
 Level of available finance for
investment
 Brand name not developed as yet
 Small organisation
Opportunities Threats
 Leadership skills in demand
 Opportunities to offer a range of
services
 High level of competition
 Economic downturn meaning less
spent on consultants
 Failing to satisfy clients demands
Marketing Strategies
Our marketing strategies aim to:
 build our brand
 generate leads now
 help to convert those leads quickly
 form ongoing relationships and referrals
We plan to develop our market share by:
 Improving our marketing and advertising strategy.

 Making improvement in the quality of the services provided by the company.
 In order to meet the industrial requirement company need to maintain the effective
communication channel with their all clients.
 Continually improving communication channels with all our stakeholders, ensuring a
flow of timely and accurate information to facilitate effective planning and decision
making
 Targeting identified growth markets with planned, market appropriate campaigns
employing a variety of promotional strategies and advertising mediums
 Need to modify the fees structure in order to attract large customers.
 Continually improving the skills, knowledge and effectiveness of Grow Management
Consultants through our commitment to training and development
 Regularly reviewing the effectiveness of all our operations and making improvements
when and where necessary
Operational priorities
 Design and develop a monthly newsletter in order to sent this to all the clients.
(Responsibility: Principal Consultant; Timeline: newsletter to be in operation by
September 2017)
 Blog page creation on the website to increase customer base and to improve brand
awarness.(Responsibility: Principal Consultant; Timeline: immediately)
We hope you enjoy reading this document.
Paul Burns
CEO
Grow Management Consultants
Number 6

Create a Conference Program template.
Develop a suitable template that will meet the objectives as discussed at the meeting.
Write the document’s headings in the template to show how the document will be structured. Include a
brief summary under each heading to show the content that will be included.
This is the document that you need to use to make the template.
Grow Management Consultants
Leadership Conference program 2021: Leading in the twentieth century
4 October 2021 9.30 am – 5.00 pm
Seaview Suite
Hilton Hotel
488 George Street
Sydney Australia NSW 2000
9 – 9.30 am: Conference welcome
General Welcome – CEO, Grow Management Consultants

Welcome to Country – Traditional Custodian
9.30 – 10.30 Keynote Speaker - CEO of Grow Management Consultants
Effective leadership – what sets great leaders apart.
10.30 – 11 am: Morning Tea and networking opportunity
11 am – 12.30 pm: Mindful Leadership – Application of Commitment and Acceptance Therapy Principles to
become a mindful leader.
Presenter: Tony Solomon
An evidence-based approach that is Acceptance and Commitment Therapy (ACT) has been applied to
organisational and clinical settings. When utilised as a leadership model, ACT training demonstrates
effectiveness in increasing work performance and innovation while reducing work stress and work errors.
12.30 to 1.30: Lunch
1.30 – 3.00 pm: Understanding Leadership Styles
Presenter: Mark Henry
What kind of person are you? Do you like to work alone or be with lots of people; focus on ideas or practical
realities; solve problems or provide empathetic support to help others?
These are all an expression of your personality. In the session, by utilising Myers Briggs Type Indicator
assessment and practical exercises, one can be able to discover more about themselves both as a leader or
unique human being.
3 – 3.30 pm: Afternoon Tea and Networking opportunity

3.30 – 5.00 pm: Managing Virtual Teams:
Presenter: Beverley Farah
Skill requirements changes for getting success in two different conditions that is managing a virtual team and
managing a physically present team. Both these conditions require different set of skills.
Managing virtual team requires dealing with technological barriers, time differences, cultural differences and
remoteness. Here, the workshop involves creating a virtual team, meeting conduction, overcoming
challenges, utilising appropriate tools of communication and dealing with inefficiency. These are the required
skills in order to establish and manage virtual team in successful manner.
Conference price:
$500 plus GST.
To register for the conference, visit our web site at:
www.growmanagementconsultants.com.au
For more information, contact:
Sally James
Administration/Project Officer
Grow Management Consultants
Tel. [phone]
Number 7
Create a Presentation template.

Develop a suitable template in PowerPoint (or another presentation program) that will meet the
objectives as discussed at the meeting.
Write the document’s headings in the template to show how the document will be structured. Include a
brief summary under each heading to show the content that will be included.
Make the template here.
Following are the slides of presentation prepared as a template of designing a logo.
Slide: 1
Slide: 2

Number 8
Send an email to the Operations Manager.
It should mention the recent meeting and their approval to go ahead with the project in response to
the Briefing Report that you submitted.
To,
The Operational Manager,
Subject: Meeting Approval.
It is to inform you that we have send you the briefing report earlier was need to discuss in
the meeting. So, please give permission regarding the meeting and the approval to further proceed
the work. Please find the attached file of project proposal, strategic plan, conference program and
presentation template.
With Regards
IT team
Attach the following to the email:
Project Proposal Template
Strategic Plan Template
Conference Program Template
Presentation Template
Number 9
Send an email to the two administrative staff members.
It should summarise the reasons for developing the templates, give a short summary of the attached
templates and ask for their feedback on these.
To,
The Administrative Staff,
Subject: Feedback request.
It is to inform that the following template document is send to you. The template is developed
in order to design the new logo of the company and to improve the leadership excellence service of
the company. Kindly revert and provide feedback regarding your views to this template documents.
Please find the attached file.
Thank you
Regards
Consulting team
Attach the following to the email:
Project Proposal Template
Strategic Plan Template

Conference Program Template
Presentation Template
Number 10
Amend templates as requested.
Please amend Project Proposal Template Amended or Strategic Plan Template.
Both above documents that is, project proposal template has been amended according to the
feedback obtain on these documents. In project proposal template and strategic plan template main
headings are written on the top of the template and the logo has been placed in the centre and top of
the template. In project proposal template budget has been amended as suggested by financial
management team and closing remarks are changed from left alignment to right alignment. All the
amendments that has been done to the templates has been marked in green colour font.
Number 11
Send an email to the Operations Manager and the administrative staff.
It should summarise the changes that you have made to the templates.
The email text should also include your evaluation of whether the current technological limitations
allow for this to be done.
Describe the contents of the attachment(s) and seek their approval to move forward with the project.
Attach your amended template(s) to the email
To
The operations manager and administrative staff
Subject: grant approval for the amended documents
Kindly note that the attached documents of project proposal template and strategic plan template has
been amended on the of headings, logo, budget modifications and closing remarks in project proposal
template. Also, it has been evaluated that the current technology so utilized by the Grow Management
Consultant found out to be appropriate for the amendments so required in the feedback obtained. The
modified content has been marked with green font colour. So, please approve the same to allow us to
move forward.
Your sincerely
IT consultant
Please find attached amended documents.
Project Proposal

Project: Training session for Management Excellence
Client name: Big foot Shoes
Proposal date: Weekday within two months’ time.
Proposal summary
This proposal is for consulting services supplied by Grow Management Consultants to assist you to achieve
excellence in your business management.
Based on the information you have supplied; we understand that you wish us to provide the following services to
you:
 Two hours training session
 presentation of one hour
 Brainstorming session
 provision of training session report.
Outline of work
The project will be conducted as outlined below.
 Two hours training session to middle management on current needs.
 A presentation will be created which will run for one hour.
 There will be a brainstorming session post presentation which is meant for improving outcomes of the
management based on learned lessons from presentation.
 Training session's outcome report will be prepared and submitted to all the trainees within 7 days.
Fees and payment terms
The following fees apply:
Item Cost (excluding GST)
Presentation development $600
Trainer's fees $500
Report writing post training session $150
Other miscellaneous $100
Total $1350
Note fees not included in this proposal are as follows:

 Travel expenses are not included as it will be advised later on.
Payment terms
The following payment terms apply:
 50% deposit must be made before commencement of the project.
 And the rest 50% of the expenses must be paid within 30 days post project completion.
 Within the duration of five days, all invoices must be paid.
Client agreement
 The outlined services will be provided on the basis of fees advised by the Grow Management Consultant.
 Outlined services are clearly mentioned above. Additional services requirements must be clearly advised
and paid for on the basis of quote stated by Grow Management Consultants
 Signing his proposal means the client is agreed with the services outlined, its fees and related payment
terms.
 Validity of this agreement will be 30 days from the date of advised.
 Payments of services are non – refundable.
Client name: John Jim
Position: Managing Director
Company name: Big Foot Shoes
Client signature: John
Date: 15 March, 2021.
Strategic Plan
2020 – 2023

Grow Management Consultants
Welcome
Welcome to the Strategic Plan for Grow Management Consultants.
This document sets out our vision for the next three years and how we hope to achieve it.
Executive Summary
Grow Management Consultant is established in the year 2010 which provides the management
consultancy service to the company that want to improve their staffs leadership performance. Grow
Management Consultant always try to gain up-to-date knowledge, skills and best practices of the
leadership concept so that we can provide best service to the company.
Vision Statement
The vision of our company is to achieve increment in the market share and customer base within the
three year it means at the end of the year 2023.
Mission Statement
To achieve the vision it need to change the logo of the company which attract the most to the customers
and large audience. The company also want to promote its services by providing the individual and
organisational leadership excellence. For this, company need to provide the excellent training, coaching
and consultation program to their employees. For this purpose, the company offer the expert advice and
share the best practices. The company also try to provide service related to creation and maintenance of
the best leadership culture along with celebrate excellence with the employees.
Our Values are:
 High-quality management service.
 Innovative ideas based on new and current technology.
 Respect our team members and business clients.
 Provide reliable and accurate information.
Strategic Priorities
 To be well leading and unique company along with high performing, profitable and accountable
 Ensure that all financial operations, performance indicators and results support the strategic
policies
 Identify new and expand existing sources of revenue, including establishing a training college
to offer accredited training in leadership
 Achieve profits of at least 12% per Annum.
Develop services to meet customers needs and aspirations
 Increase range of management services offered to include change management and
diversity along with the leadership excellence.

 Plan for and establish an annual conference, starting in 2020.
 Increase range of e-books commencing with Organisational Change e-book to be published.
Continue building deeper customer relationships
 Customer-centred practice, with a focus on meeting their total needs for high-quality
management.
 Strengthen the skills of our people in order to better support the customers.
 Drive innovation to better meet customer demands.
Attract, engage and develop the best staff
 Continuing the drive to a customer centred, high performance workforce and culture
 Strengthening the skills of our people, to better support customer needs
 Empowering innovation and responsiveness to change
 Continuing to enhance the diversity of our workforce.
The Market
The company has enjoy the huge growth from the past five years. The industry is also facing challenge
of poor demand from down stream which affects the financial service and resources of the management
consultancy. Economic uncertainty also affects the prices of the services of the company.
However, businesses using management consultants to introduce new business processes and enhance
operating efficiencies have partly offset this trend. Industry operators have also increasingly
incorporated analytics into their services, which offer clients greater understanding of their business and
clients. Demand for services backed by analytics is expected to contribute to growth of 4% in 2020-23.
Research also shows that there is a need for workers to have strong leadership and management skills to
support collaborative management, managing teams for a distance, empowering others and business
acumen. Thus, the demand for leadership consultancy services is still strong.
Situation Analysis
Strengths Weaknesses
 Value and quality
 Strong management
 Customer loyalty
 Friendly organisational culture
 Level of available finance for
investment
 Brand name not developed as yet
 Small organisation
Opportunities Threats

 Leadership skills in demand
 Opportunities to offer a range of
services
 High level of competition
 Economic downturn meaning less
spent on consultants
 Failing to satisfy clients demands
Marketing Strategies
Our marketing strategies aim to:
 build our brand
 generate leads now
 help to convert those leads quickly
 form ongoing relationships and referrals
We plan to develop our market share by:
 Improving our marketing and advertising strategy.
 Making improvement in the quality of the services provided by the company.
 In order to meet the industrial requirement company need to maintain the effective
communication channel with their all clients.
 Continually improving communication channels with all our stakeholders, ensuring a flow
of timely and accurate information to facilitate effective planning and decision making
 Targeting identified growth markets with planned, market appropriate campaigns
employing a variety of promotional strategies and advertising mediums
 Need to modify the fees structure in order to attract large customers.
 Continually improving the skills, knowledge and effectiveness of Grow Management
Consultants through our commitment to training and development
 Regularly reviewing the effectiveness of all our operations and making improvements when
and where necessary
Operational priorities
 Design and develop a monthly newsletter in order to sent this to all the clients.
(Responsibility: Principal Consultant; Timeline: newsletter to be in operation by September
2017)
 Blog page creation on the website to increase customer base and to improve brand
awareness.(Responsibility: Principal Consultant; Timeline: immediately)

We hope you enjoy reading this document.
Paul Burns
CEO
Grow Management Consultants
Number 12
Take a screen shot of your folder and files.
Example:
Number 13
Send an email to your assessor.
It should introduce and summarise the contents of the attachment.
Attach your screen shot to the email.
To
The assessor
Subject: folder of template documents
Please find attached the screenshot of folder that has been created for template documents of Grow
Management Consultant. There are four items for four different template documents created by the
company. So, please consider the same for assessment.
Your sincerely
IT consultant

Assessment Task 3
Reference to create macro:
Using Microsoft Word : How to Use Macros in Word - YouTube
Number 1
Test your Project Proposal Template.
Place the text from Project Proposal Text into your Project Proposal Template.
As part of this Assessment Task, you are required to demonstrate your ability to create macros in
documents. For this document, create a macro that will change highlighted text from left aligned into
justified. The macro should be accessed via a symbol in the document’s tool bar.
Test the macro to ensure that it works correctly.
Attached in a zip folder.
Save this document as Project Proposal.
Number 2
Test your Strategic Plan Template.
Place the text from Strategic Plan Text into your Strategic Plan Template.
Test the macro that you created for the Project Proposal with this document too.
Attached in a zip folder.
Save this document as Strategic Plan.
Number 3
Test your Conference Program Template.
Place the text from Conference Program Text into your Conference Program Template.
Test the macro that you created for the Project Proposal with this document too.
Attached in a zip folder.
Save this document as Conference Program.

Number 4
Test your Presentation Template.
To ensure that the training session is successful, you are required to create a presentation using your
Presentation Template that will demonstrate to the attendees how to use the templates.
Ensure that the slides are comprehensive and easy to read.
You are also required to demonstrate the use of macros to the meeting attendees.
To do this, create a macros icon that will create a text box on a slide. Your presentation should
include at least one slide that demonstrates the use of this macro. You should also describe the use
and creation of macros in general.
Your presentation should also outline the company’s Style Guide and give the attendees some
instruction in how to use it.
PowerPoint presentation named presentation template has been attached in a zip folder.
Save this file as Template Presentation.
Number 5
Send an email to the Operations Manager.
It should introduce and summarise the contents of the attachments and seek their feedback and
approval to move forward with the project.
The email text should also give a short introduction on how to use the documents’ macros for the
reader.
To,
The Operational Manager,
Subject: Ways to use document and macros for the reader.
It is to informed that the company need to have the MS word software to read the following
documents which is attached in this mail. They need to use developer tab button for recording the
macros and to stop the same. The need to click the read only option button to read the documents
and click the enable editing button for editing the text of the document. Please find the attached file
regarding all templates.
Yours sincerely
IT and consulting team
Attach the following to the email:
Project Proposal
Strategic Plan
Conference Program
Template Presentation
Any revised versions of your templates that you have amended due the testing.

Assessment Task 4
Number 1
Write instructions for document construction using templates and macros.
This document will be used by the staff of Grow Management Consultants to create new documents
from the templates.
The document should also describe what macros are and how to use them.
Make sure that you use simple, easily understandable language that would suit a reader who has little
understanding of templates and macros.
Create a new Word document for this activity and save it as Template and Macros Instructions.
Example:
Grow Management Consultants
Template and macros instructions

Templates
The template will be saved as a "template" file rather than as a "document" file.
In Word, it will have the file extension ".dotx" instead of ".docx".
In PowerPoint it will be “.potx” instead of “.pptx”.
Continue to explain.
Before starting any new document it is always advisable to the company that they must use the
templates supporting that particular document. Because template is a file which provides starting
point to the new document and it is always pre-formatted. The five steps need to follow in order
to use template in word document:
 Click the file tab on office ribbon and click the option button;
 And then select the “Add-Ins” option from the navigation menu.
 Then click the “Manage” button from the drop-down list and choose “Template” option
and press “go” to open it.
 After that press “Attach” button to open Template Attachment dialog and select the
template to attach the document and then press “open”.
 After that select the “Automatically update style” to change the style of document as per
the style of template. Then press “Ok” to close window.
Macros
A macro is a series of commands and instructions that you group together as a single command to
accomplish a task automatically.
Continue to explain.
With the help of macros programming code that runs in excel environment helps the company in
recording regular data and steps and reuse the same document by using single button. It requires
the same steps to be done on daily basis which might become boring for the company. Use of
macros:
 In order to use macros, first it need to be found on developer tab. After that click “Record
Macro”.
 After that enter the name of the macro in “macro name box”, shortcut key in the
“shortcut key box” and description in the “description box”.
 Then perform the action that need to automate.
 And at the end go to the Developer tab again and click “stop recording”.
Number 2
Send an email to the Operations Manager.

It should introduce and summarise the contents of the attachment and ask for the place, date and
time of your information and training session.
To,
The operations Manager
Subject: Asking for training session, its time, date and place.
Please grant us the permission for conducting a training session for informing attendees
regarding the attached document of instructions related to macros and templates of the company.
Also, please specify date, time and location for the training session.
Regards
IT expert and consultant
Please find attached copy of instructions that will be provided during the training session.
Grow Management Consultants
Template and macros instructions
Templates
The template will be saved as a "template" file rather than as a "document" file.
In Word, it will have the file extension ".dotx" instead of ".docx".
In PowerPoint it will be “.potx” instead of “.pptx”.
Continue to explain.
Before starting any new document it is always advisable to the company that they must use the
templates supporting that particular document. Because template is a file which provides starting
point to the new document and it is always pre-formatted. The five steps need to follow in order to
use template in word document:
 Click the file tab on office ribbon and click the option button;
 And then select the “Add-Ins” option from the navigation menu.
 Then click the “Manage” button from the drop-down list and choose “Template” option and
press “go” to open it.
 After that press “Attach” button to open Template Attachment dialog and select the
template to attach the document and then press “open”.
 After that select the “Automatically update style” to change the style of document as per the
style of template. Then press “Ok” to close window.
Macros
A macro is a series of commands and instructions that you group together as a single command to
accomplish a task automatically.
Continue to explain.
With the help of macros programming code that runs in excel environment helps the company in
recording regular data and steps and reuse the same document by using single button. It requires

the same steps to be done on daily basis which might become boring for the company. Use of
macros:
 In order to use macros, first it need to be found on developer tab. After that click “Record
Macro”.
 After that enter the name of the macro in “macro name box”, shortcut key in the “shortcut
key box” and description in the “description box”.
 Then perform the action that need to automate.
 And at the end go to the Developer tab again and click “stop recording”.
Attach your Template and Macros Instructions to the email.
Number 3
Roleplay: information and training session.
The training session should inform the attendees about the company’s new templates, the use of
macros and the company’s Style Guide.
Training session for informing about the new templates of a company, use of macros and style guide
Chairperson: Good evening one and all present here. We are here to provide you all with the training
on how to utilise the new template of a company which is saved differently in the form of word
document. Also, there is a use of macros within these templates which is helpful in changing
alignment of the text within these templates just by clicking on these macro button in the quick
access toolbar. Regarding company's style guide all documents must be prepared by using
Microsoft word 2007 or any other upgraded version. All documents must include a company's logo
and the text should be in a professional, concise and friendly and must met the requirement of the
company's mission statement.

Assessment Task 5
Number 1
Send an email to the Operations Manager.
It should summarise the changes that you will be making to the templates that you created for Grow
Management Consultants.
To
The Operations Manager,
Subject: Implementation of changes to templates
Please provide permission to make changes that has been duly created for the company's
templates as there is a new logo developed for the company and we want to encompass the same in
the company's templates.
Yours sincerely
IT team.
Number 2
Update templates.
Project Proposal

Project: Training session for Management Excellence
Client name: Big foot Shoes
Proposal date: Weekday within two months’ time.
Proposal summary
This proposal is for consulting services supplied by Grow Management Consultants to assist you to achieve
excellence in your business management.
Based on the information you have supplied; we understand that you wish us to provide the following services
to you:
 Two hours training session
 presentation of one hour
 Brainstorming session
 provision of training session report.
Outline of work
The project will be conducted as outlined below.
 Two hours training session to middle management on current needs.
 A presentation will be created which will run for one hour.
 There will be a brainstorming session post presentation which is meant for improving outcomes of the
management based on learned lessons from presentation.
 Training session's outcome report will be prepared and submitted to all the trainees within 7 days.
Fees and payment terms
The following fees apply:
Item Cost (excluding GST)
Presentation development $600
Trainer's fees $500
Report writing post training session $150
Other miscellaneous $100
Total $1350
Note fees not included in this proposal are as follows:

 Travel expenses are not included as it will be advised later on.
Payment terms
The following payment terms apply:
 50% deposit must be made before commencement of the project.
 And the rest 50% of the expenses must be paid within 30 days post project completion.
 Within the duration of five days, all invoices must be paid.
Client agreement
 The outlined services will be provided on the basis of fees advised by the Grow Management Consultant.
 Outlined services are clearly mentioned above. Additional services requirements must be clearly advised
and paid for on the basis of quote stated by Grow Management Consultants
 Signing his proposal means the client is agreed with the services outlined, its fees and related payment
terms.
 Validity of this agreement will be 30 days from the date of advised.
 Payments of services are non – refundable.
Client name: John Jim
Position: Managing Director
Company name: Big Foot Shoes
Client signature: John
Date: 15 March, 2021
Strategic Plan
2020 – 2023
Grow Management Consultants
Welcome
Welcome to the Strategic Plan for Grow Management Consultants.
This document sets out our vision for the next three years and how we hope to achieve it.
Executive Summary
Grow Management Consultant is established in the year 2010 which provides the management
consultancy service to the company that want to improve their staffs leadership performance. Grow
Management Consultant always try to gain up-to-date knowledge, skills and best practices of the

leadership concept so that we can provide best service to the company.
Vision Statement
The vision of our company is to achieve increment in the market share and customer base within the
three year it means at the end of the year 2023.
Mission Statement
To achieve the vision it need to change the logo of the company which attract the most to the
customers and large audience. The company also want to promote its services by providing the
individual and organisational leadership excellence. For this, company need to provide the excellent
training, coaching and consultation program to their employees. For this purpose, the company offer
the expert advice and share the best practices. The company also try to provide service related to
creation and maintenance of the best leadership culture along with celebrate excellence with the
employees.
Our Values are:
 High-quality management service.
 Innovative ideas based on new and current technology.
 Respect our team members and business clients.
 Provide reliable and accurate information.
Strategic Priorities
 To be well leading and unique company along with high performing, profitable and
accountable
 Ensure that all financial operations, performance indicators and results support the strategic
policies
 Identify new and expand existing sources of revenue, including establishing a training college
to offer accredited training in leadership
 Achieve profits of at least 12% per Annum.
Develop services to meet customers needs and aspirations
 Increase range of management services offered to include change management and
diversity along with the leadership excellence.
 Plan for and establish an annual conference, starting in 2020.
 Increase range of e-books commencing with Organisational Change e-book to be
published.
Continue building deeper customer relationships
 Customer-centred practice, with a focus on meeting their total needs for high-quality
management.
 Strengthen the skills of our people in order to better support the customers.
 Drive innovation to better meet customer demands.
Attract, engage and develop the best staff

 Continuing the drive to a customer centred, high performance workforce and culture
 Strengthening the skills of our people, to better support customer needs
 Empowering innovation and responsiveness to change
 Continuing to enhance the diversity of our workforce.
The Market
The company has enjoy the huge growth from the past five years. The industry is also facing
challenge of poor demand from down stream which affects the financial service and resources of the
management consultancy. Economic uncertainty also affects the prices of the services of the
company.
However, businesses using management consultants to introduce new business processes and enhance
operating efficiencies have partly offset this trend. Industry operators have also increasingly
incorporated analytics into their services, which offer clients greater understanding of their business
and clients. Demand for services backed by analytics is expected to contribute to growth of 4% in
2020-23.
Research also shows that there is a need for workers to have strong leadership and management skills
to support collaborative management, managing teams for a distance, empowering others and
business acumen. Thus, the demand for leadership consultancy services is still strong.
Situation Analysis
Strengths Weaknesses
 Value and quality
 Strong management
 Customer loyalty
 Friendly organisational culture
 Level of available finance for
investment
 Brand name not developed as yet
 Small organisation
Opportunities Threats
 Leadership skills in demand
 Opportunities to offer a range of
services
 High level of competition
 Economic downturn meaning less
spent on consultants
 Failing to satisfy clients demands
Marketing Strategies
Our marketing strategies aim to:

 build our brand
 generate leads now
 help to convert those leads quickly
 form ongoing relationships and referrals
We plan to develop our market share by:
 Improving our marketing and advertising strategy.
 Making improvement in the quality of the services provided by the company.
 In order to meet the industrial requirement company need to maintain the effective
communication channel with their all clients.
 Continually improving communication channels with all our stakeholders, ensuring a
flow of timely and accurate information to facilitate effective planning and decision
making
 Targeting identified growth markets with planned, market appropriate campaigns
employing a variety of promotional strategies and advertising mediums
 Need to modify the fees structure in order to attract large customers.
 Continually improving the skills, knowledge and effectiveness of Grow Management
Consultants through our commitment to training and development
 Regularly reviewing the effectiveness of all our operations and making improvements
when and where necessary
Operational priorities
 Design and develop a monthly newsletter in order to sent this to all the clients.
(Responsibility: Principal Consultant; Timeline: newsletter to be in operation by
September 2017)
 Blog page creation on the website to increase customer base and to improve brand
awarness.(Responsibility: Principal Consultant; Timeline: immediately)
We hope you enjoy reading this document.
Paul Burns
CEO

Grow Management Consultants
CONFERENCE PROGRAM
Grow Management Consultants
Leadership Conference program 2021: Leading in the twentieth century
4 October 2021 9.30 am – 5.00 pm
Seaview Suite
Hilton Hotel
488 George Street
Sydney Australia NSW 2000
9 – 9.30 am: Conference welcome
General Welcome – CEO, Grow Management Consultants
Welcome to Country – Traditional Custodian
9.30 – 10.30 Keynote Speaker - CEO of Grow Management Consultants
Effective leadership – what sets great leaders apart.
10.30 – 11 am: Morning Tea and networking opportunity

11 am – 12.30 pm: Mindful Leadership – Application of Commitment and Acceptance Therapy Principles to
become a mindful leader.
Presenter: Tony Solomon
An evidence-based approach that is Acceptance and Commitment Therapy (ACT) has been applied to
organisational and clinical settings. When utilised as a leadership model, ACT training demonstrates
effectiveness in increasing work performance and innovation while reducing work stress and work errors.
12.30 to 1.30: Lunch
1.30 – 3.00 pm: Understanding Leadership Styles
Presenter: Mark Henry
What kind of person are you? Do you like to work alone or be with lots of people; focus on ideas or practical
realities; solve problems or provide empathetic support to help others?
These are all an expression of your personality. In the session, by utilising Myers Briggs Type Indicator
assessment and practical exercises, one can be able to discover more about themselves both as a leader or unique
human being.
3 – 3.30 pm: Afternoon Tea and Networking opportunity
3.30 – 5.00 pm: Managing Virtual Teams:
Presenter: Beverley Farah
Skill requirements changes for getting success in two different conditions that is managing a virtual team and
managing a physically present team. Both these conditions require different set of skills.
Managing virtual team requires dealing with technological barriers, time differences, cultural differences and
remoteness. Here, the workshop involves creating a virtual team, meeting conduction, overcoming challenges,
utilising appropriate tools of communication and dealing with inefficiency. These are the required skills in order

to establish and manage virtual team in successful manner.
Conference price:
$500 plus GST.
To register for the conference, visit our web site at:
www.growmanagementconsultants.com.au
For more information, contact:
Sally James
Administration/Project Officer
Grow Management Consultants
Tel. [phone]
Number 3
Send an email to the Operations Manager.
It should summarise the changes that you have made to the Templates.
To,
The Operation Manager,
Subject: Implementation of changes to the template.
The mail is informed you regarding the appropriate changes that made in the conference
program, strategic plan, project proposal program and also in presentation template. It covers all the
changes with highlight points. So, please find all the updated document attached along with this mail.
Thank You
With Regards
IT team
Attach the following to the email:
Updated Conference Program
Updated Strategic Plan
Updated Conference Program
Updated Presentation Template