Strategies for Use and Improvement of Standard Documentation Adept Owl

This presentation provides an overview of strategies for the use and improvement of standard documentation within an organization, specifically focusing on Adept Owl's planned expansion. It emphasizes the importance of managing business documents and training employees in procedures such as using macros in Word documents and developing Excel reports for handling large client bases. The presentation introduces a customer communication letter template, explaining its conformity to organizational requirements in terms of professional language, friendly tone, and appropriate content placement. It demonstrates the template's functions, including providing reasons for delays and ensuring ease of understanding, while highlighting the necessary skills for staff, such as letter formatting and strong writing capabilities. The presentation also stresses the importance of practice, question-asking, and feedback to ensure staff proficiency, and monitors their ability to use the template effectively, including saving documents in the correct format and incorporating macros. The conclusion reiterates the critical role of document management in a growing organization and the need for staff to effectively use macros, ultimately enabling the organization to handle multiple tasks efficiently.

ASSESSMENT TASK 3: DEVELOP
STRATEGIES FOR USE AND
IMPROVEMENT OF STANDARD
DOCUMENTATION

OVERVIEW OF THE PRESENTATION
 Introduction
 Introducing and Explaining the template and
how it conforms with organisation
requirements
 Demonstrating functions
 Allowing Practice and questions and
providing feedback on performance
 Monitor: Record staff members capability to
use the template at the level of practioner
 Conclusion

INTRODUCTION
 Managing business document is a critical
organisation function.
 Adept Owl is planning to expand its current
state of art functionality, hence employees
needs to be well trained in the procedure.
 The training will focus on including Macros in
word document and developing Excel
reports.
 The development of reports is critical to
enable the organisation handle large client
bases and handle organisation tasks (Bell,
Bryman & Harley, 2018).

INTRODUCING AND EXPLAINING THE TEMPLATE
AND HOW IT CONFORMS WITH ORGANISATION
REQUIREMENTS
 A template for a letter for communication to
customers is integral for the organisation to keep
regular communication.
 The current template conforms to organisation
requirement as it is written in a professional
manner with formal language.
 The tone of the letter is friendly and apologetic in
nature which further conforms to the stated
organisational requirements.
 The content of the letter is well placed to include
format as provided by the organisation as opening
paragraph by thanking customers, body of the
letter by apologizing and concluding paragraph by
apologizing and providing contact information.

DEMONSTRATING FUNCTIONS
 The current template will conform to the
organisation requirements, keeping regular
communication with customers.
 The letter needs to provide suitable reasons for
delay to customers.
 The letter needs to be conveniently written
which provides ease of understanding (Stoitsev,
2009). The staff need to possess letter
formatting skills in Microsoft Word document.
 The letter’s tone has to be professional as well
as friendly in nature. Hence, staff writing the
letter has to possess good English language
writing skills and capabilities.

ALLOWING PRACTICE AND QUESTIONS AND
PROVIDING FEEDBACK ON PERFORMANCE
 The letter writing has to be practiced several
times to ensure that the skills related to
writing has been mastered.
 In case there is a problem related to
understanding then suitable questions can
be raised and then resolved. In absence of
question a doubt regarding the template
might prevail.
 Feedback is crucial in the learning procedure
as it allows to understand the level of
understanding in staffs.
 The feedback is undertaken in performance,
which allows for highlighting of skills present

MONITOR
 All staffs need to perform at the level of the
practioner such that they can develop and
make use of the template effectively.
 All individuals need to demonstrate skills
related to saving of the document using
Macros Enabled Word format. The storage of
such files has to be at the designated place
in the hard disk of the organisation’s
computer.
 Secondly, all staffs need to demonstrate
capabilities of including Macros in the
Microsoft Document and then using of
appropriate contents in such documents.

CONCLUSION
 Managing documents in a growing
organisation is critical to its success.
 All staffs at the current organisation need to
effectively make use of Macros and be able
to save the same.
 Capability in handling of documents allows
the organisation to be effective in conducting
multiple tasks together.

REFERENCES
 Bell, E., Bryman, A., & Harley, B.
(2018). Business research methods. Oxford
university press.
 Stoitsev, T. (2009). U.S. Patent Application
No. 12/179,475.

Thank You

Any Questions?