BSBADM502: Adept Owl's Financial Goal Meeting Project

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Term and
Year
Term ____/20_____ Assessment Format
 Project work
Assessment 1 Due Date
DETAILS OF SUBJECT
Qualificatio
n BSB50415 Diploma of Business Administration
Assessment
Title Plan and prepare for a meeting
DETAILS OF UNIT(S) OF COMPETENCY
Unit
Code BSBADM502 Unit
Title
Manage Meetings
DETAILS OF STUDENT
Student
Name
Student
ID
Instructions for Students
Please read the following instructions carefully
 This assessment is to be completed according to the instructions given by your
assessor.
 Students are allowed to take this assessment home, subject to the consent from
the assessor (students have to provide sufficient evidence that they have done the
assessments for example screenshot, a copy of file, etc.).
 Feedback on each task will be provided to enable you to determine how your work
could be improved.
 Should you not answer/demonstrate the requirements 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.
 If you are not sure about any aspect of this assessment, please ask for clarification
from your assessor.
 Please refer to the College re-assessment and re-sit policy for more information.
DETAILS OF ASSESSOR
Assessor’s
Name
Assessor’s
Signature
Date
ASSESSMENT OUTCOME
Results Satisfactory Not Yet
Satisfactory
Reasonable
Adjustments(if
applicable)
Student with disability or medical
condition may request relevant
adjustment to the standard
conditions of the assessment
condition. In order to put this in
place student must discuss this
adjustment at the beginning of
each term.
 Allowing extra time to complete this assessment – for take
home assessment
 Provide a scribe for student who finds writing physically
challenging
 Allow a student to submit scripts on computer if student
prefer to type than write
 Allow extra time for student who experience fatigue or have
back problems to stretch during assessment period.
 No reasonable adjustment needed
FEEDBACK TO STUDENT(S)
Progressive feedback to students, identifying gaps in competency and
comments on positive improvements [Comments and description of what was
observed]

Feedback given to student: Yes No
Student(s) Declaration: I/we
declare that I have been assessed in
this unit. I/we also am/are aware of
my/our 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
Signature:
____________________________
Date: ____/_____/_____

Introduction......................................................................................................................................4
Question 1........................................................................................................................................5
Question 2........................................................................................................................................5
Question 3........................................................................................................................................8
Question 4......................................................................................................................................10
Question 5......................................................................................................................................13
Conclusion.....................................................................................................................................14
APPENDIX....................................................................................................................................16

Introduction
Adept Owl organizational company is a successful organization which develops, distribute games, cards,
and dice with the power to grow their business and make their reputation in the market place, and make
friendly. The company wants to make growth and increase their profit, the organization ensures that there
information entry system, with backup’s and also secure their privacy data’s information’s regarding
external as well as the internal environment of the organization together. The requirements for making best
plans, goals to achieve success in future and improve their issues who make complexity, hurdles in their
information system.so the company decided to make an invitation of the meeting, agenda, and so on. It is
essential for company members to plan, analysis, evaluate of the issues and discuss for solutions.

Question 1
Participants of the meeting are as follows:
Internal Participants:
 Chairman – Aban Rezek
 Directors
 Company Secretary
 Chief Executive Officer - Ruth Crabbe
 Chief Finance Officer
 Internal Auditor
External Participants:
 Shareholders
 External Auditor
Question 2
Meeting Requirements Form
Chairperson Aban Rezek
Department Finance Department
Meeting name Financial Goal of Organization
Meeting details
Date 25th
February
2019
Time 9:00 A.M
Location Adept –
Owl
Meeting
Hall
Budget $ 6000
Meeting format
Purpose Announcement for distribution of share

Agenda Adjusting financial goal for organization
Plans for improving financial performance
Declaration and distribution of share
Participants Internal
Directors
Chairperson
Company Secretary
Finance Officer
Accountant
Administrative Head
External
Non-Executive
Directors
Investors
Speakers Chairperson, Company Secretary and Finance Officer
Seating
arrangements
500 Investors and other officers of the Organization
Video or
teleconference
requirements
Video Conferencing with the directors and investors
who are living outside the nation.
Supporting materials
Pre-reading Financial records and planning of money to be
transferred to share account with investors.
Meeting
documentation
Notification and Schema of the meeting.
Equipment
requirements
Stationary articles, Postal Ballet and Audio-visual
Communication software.
Hospitality requirements
Catering
requirements
Preparation of beverages like Mineral water bottles,
Tea or coffee.
Food arrangements comprising fast food, snacks and
refreshment

Accommodation
requirements
Reservation in five star hotel and arrangement of round
tables with chairs.
Other requirements
Special needs of
attendees
Special sitting arrangement for disabled people.
Female officers have special female-checking
authorities.
Other
organisational
requirements for
conducting
meetings
Pre-arrangement of sufficient funds.
Confirming a proper list of investors in distribution of
dividend.
Applicable
conventions for
conducting
meetings
Subsequent Code of conduct and strategies for meeting
of the company.
Discussing issue or the matter in the meeting as per the
purpose of meeting.
Legal and
ethical
requirements for
conducting
meetings
Everybody has a chance to express his opinion.
Physical records are documented in any form.
Rational and equal distribution.
Providing explanation of the schema.
Providing report of income, loss and other financial
statement.

Other specific
requirements
Proper arrangement for disabled investors and proper
medical facilities for them.
Arrangement of cars for picking and dropping the
guests from airport to venue.
Question 3
Meeting preparation action plan
Meeting name: Financial Goal of Organization
Meeting date: 25th February 2019
Chairperson/host: Aban Rezek
Action required By whom By when
Planning for notice Directors and
Company secretary
Before 2nd February
2019
Planning of the notification to send
members.
Company
Secretary
Before 2nd February
2019
Preparing copies of the notes of the
earlier and afterward agenda of the
next meeting.
Company
Secretary
Before 10th February
2019
Assigning a person for calculating the
votes as per the ballet Directors
Sitting arrangement in the registered Company On 24th February

office. Secretary 2019
Refreshment preparation for the
meeting
Company
Secretary
On 24th February
2019
Prearrangement of the poll ballet for
the investors Chairperson On 20th February
2019
Prearrangement of the stationary items
for the meeting
Company
Secretary
Between 20th -21st
February 2019
Arrangement of video-conferencing
software
Company
Secretary
Between 23rd -24th
February 2019
Arrangement of security guards Company
Secretary
On 20th February
2019
Reservation in hotel rooms and cars
for investors
Company
Secretary
Between 23rd -24th
February 2019

Question 4
A) Meeting documentation as per adept owl organizational requirements:
Recipients
Business meeting on Thursday Jan31 at 9.00am
Hi,
This is informed to all members of the adept owl organization is like to articulates by personal
gratefulness for working so as well as the team and being capable to attain last year’s targets.
Our client’s satisfaction level is increasing, and that leads to develop the lesson and helps to
analyse the mistakes.
With the new trials, the aims cannot be completed without a involvement of everyone on this
finance team. Our company delivers many products, the aim of the company is identify,
analyze and evaluate to correct the issues of current financial issues.
In order to confer that this year’s work plans and to focus on each members role’s there
activities, their participation, the conference has been planned the Thursday jan31, 2019 in the
session room at 9.00am.
The team leaders are entreated to make a presentation with 15-20 minutes presentation, so it
gives the ideas to all what the purpose they all are discuss about the topic, that cover last year
achievements, faults, mistakes, and next year’s plans, goals. Any additional information’s,
agenda, details which are relevant regarding funds, financial conditions, money management,
and the portion of resources included in the presentation.
Please admit dispatch of this email as usual.
Alex Thomson