AAMC Training: BSBITU306 Design and Produce Business Documents

This document presents a comprehensive solution to the BSBITU306 Design and Produce Business Documents assessment, covering various aspects of business document creation. The assignment includes short answer questions exploring software applications, factors influencing software choice, and functions of applications used for document design. It also addresses organizational requirements for document layout and the use of business equipment. A significant portion of the assignment focuses on creating a marketing flyer, including timeline development and problem-solving involving Microsoft Word. The solution also features matching exercises to demonstrate understanding of document processes and case studies analyzing real-world scenarios in presentation design. The document emphasizes the importance of consistent design principles, the selection of appropriate software, and the effective use of business equipment in creating professional business documents. The assignment covers the importance of understanding the target audience and the purpose of the document, as well as the need for clear and concise communication.

BSBITU306 Design and produce business documents
Assessment cover sheet
In order for your assessment to be marked you must complete and upload all tasks
and this cover sheet via the AAMC Training Group portal. Your assessment tasks must
be uploaded in an electronic format i.e. Word, Excel, PDF or Scan. A maximum of five (5)
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step-by-step instructions in your Member Area on how to upload assessments.
Student details
Course name
Assessment name BSBITU306 Assessment
Surname Given name
Email
Phone Date
When you upload your assessment you will be asked to confirm that your assessment
submission to AAMC Training is your own work and NOT the result of plagiarism or excessive
collaboration, and that all material used from any third party has been identified and
referenced appropriately. AAMC Training may conduct independent evaluation checks and
contact your supervisor to discuss your assessment.
Checklist of attachments:
Task 1 – ☐ Short Answer Questions
Task 2 – ☐ Case Studies
Task 3 – Workplace project ☐ 2 documents + ☐ Explanations of how you designed/produced.
Please indicate style of course undertaken:
☐ Face to face – Trainer’s name: ☐ Correspondence ☐ Online
Once your assessment has been successfully uploaded it will be pending review with your
nominated course assessor. Your assessor will mark your assessment and you will receive an
email advising you if you have been assessed as satisfactory. If you are marked as not yet
satisfactory you will be contacted and asked to provide additional information or re-visit the
assessment and re-upload your amended case study or written tasks.
Please contact our head office if you need assistance with your assessment:
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BSBITU306 Design and produce business documents
BSBITU306 Assessment
CREDIT TRANSFER
You may be able to claim credit transfer for a unit/s of competency that you have previously
completed with AAMC Training or another RTO. If you have been awarded a record of result
or statement of attainment for the units detailed below then please go to the Credit Transfer
tab in your Learning Centre and follow the prompts.
This assessment relates to the following units of competency:
 BSBITU306 Design and produce business documents
Please refer to AAMC Training’s full Recognition Policy for further details.
Task 1 – Short Answer Questions
1. List three types of software applications that can be used to produce business documents.
1
2
3
2. Which factors will affect the decision of what software to use? List at least three.
1
2
3
4
3. Give a short description of a range of functions and features of computer applications that
can be used to design business documents. List at least three, the first is an example.
Function/Feature Description
Copy Allows you to duplicate a section of text.
1
2
3
4. Most companies/organisations have a procedural document to ensure complete uniformity
in formatting and preparing all documentation, signage, and any other form of identifier
consistent with the company’s brand. What is this procedural document called?
5. What organisational requirements need to be considered when designing and formatting
the layout of a document? Give at least four examples.
1 The logos
2 The information about the organisation.
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BSBITU306 Design and produce business documents
3 The text area.
4 The type size and colour.
6. Four pieces of business equipment are available in an organisation:
 A computer
 A scanner
 A photocopier
 A printer
Decide which piece or pieces of the above equipment to use in each situation in the
following table:
Situation Equipment used
A hard-copy report to be reproduced 10 times A photocopier
A hard-copy photograph needs to be placed in an e-newsletter A scanner and computer
A proposal needs to be written and 50 copies made A computer and printer
A hard-copy accounts statement needs to be updated and
emailed to an accountant. A computer
7. You have been asked to produce a marketing flyer for your organisation by a certain date.
To successfully meet this requirement you need to get a brief to define the scope of the
document.
a) What details would you require in the brief to ensure you met the desired requirements
of the document?
The following details are required in order to meet the requirements of the document:
The objective of the organization and what it wants to achieve from the marketing
campaign. On the basis of the objectives the markting dodciment shall be prepared.
The products and services of the organization that it produces and serves shall be
taken into consideration while preparing the marketing document. The customers’
preference and choices are also to be considered t ensure that the marketing flyer
document is inin accordance with the requirements ofteh customers and their
prefereces for products and services.
b) List the steps required to create a timeline for producing the document.
Assuming that the time frame to complete the marketing flyer document is 180 days,
i.e. six months to be precise let us prepare a tiem line for producing the marketing flyer
document. The 180 says or six months startedfrom Janary 01, 2018.
Sequence From To Days Activity
1 01st January,
2018
6th of January,
2018
7 days
inclusive both
Assessing the
objectives the
organization.
2 5th January, 14th of January, 10 days The products
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BSBITU306 Design and produce business documents
2018 2018 inclusive of
both dates
and services of
the rganization
that it produces
and serves for
the customers.
3 8th January,
2018
27th of
February, 2018
51 days
inclusive of
both dates
Deatiled study
about the
market to
assess the
preferences and
choices of the
products and
services of the
customers.
4 28th of
February
31st May, 2018 4 months Preparion and
presentation of
a marketing
strategy.
5 1st of June,
2018
5th of June,
2018
6 days Presebntation
of the
marketing
document to
the executivs of
the
organization.
6 6th June 7th June 2 days Feedback to be
received from
the executives
and appraisal of
the feedback.
7 8th June 14th June 7 days Revising the
document as
required to
meet the
requiremenets
of the
executives.
8 15th June, 2018 30th June, 2018 16 days Finalization of
marketing
document with
necessary
testing.
8. You are having issues inserting a picture using Microsoft Word. Go to the Microsoft Office
website at https://support.office.com and search the website for a solution.
a) Find an article on the site that helps your solve your problem.
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In case there is any issue of inserting a picture using micrsoft word then the
subsequent visit to the website of microsft for office support will help us to deal with
the issue. In case of the problem the following of the under mentioned procedure will
help us to insert the picture in a microsft office word document. Opening the word file
and then in the word file at the left corner of the screen a insert optopn can be seen
right beside the home button. Clincking on the Insert option will give us the following
options
In order to insert a picture all that need to be done is select the picture option and then
using any picture from the computer drive.
b) Summarise the key points of the article and how to overcome your problem.
Thus, the key points are as following:
I. To open a microsft word document.
II. Click on insert option.
III. Click on picture option which wil be shown under insert option as can be seen in
the picture below.
IV. Once the picture option is slected the apporptiate drive in which the desired
picture is stored shall be selected to upload the cpiture within the word
document.
9. Match the beginning of the sentence or paragraph (part A) to the correct ending (part B) to
show your understanding of certain processes. Record your answers in the blank table below:
Part B of sentence/paragraph
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BSBITU306 Design and produce business documents
is used to find and replace text, formatting, paragraph marks, page breaks and other items.
what computer software you are using, what sort of business document it is and the nature of the
modification.
convert the file that the scanner created to TIFF format. You can use Paint or another program to convert
the file.
a file management application designed to manage files, folders and drives.
ensure that all screens that are open in the program are closed correctly prior to closing the application.
you can click the Mark as Final command.
consistent, simple and meaningful when being saved as this aids the identification and retrieval of
documents.
ensure that you understand the method of saving prior to exiting, which is applicable to the program you
are using.
a document is not saved correctly or frequently or the computer program stops performing its expected
function.
Part A of sentence/paragraph Insert correct part B of sentence/paragraph
If you want to edit a document that is
marked as final…
Naming methods of documents need to
be kept…
Windows Explorer is…
The find and replace feature in Office
2010…
Data loss occurs when…
When exiting an application you need to
The modifications you make will depend
on…
Always save prior to exiting and…
When editing a scanned document…
10. If you are currently working, choose one business document from your workplace. If you
are not in the workplace, choose a brochure or business document from a local business.
Answer the following questions:
a. What factors do you think influenced the design of the document?
b. Explain why it is important for a business to maintain style design features when
creating these type of documents.
It is important for a business to maintain a particular style or to come up with certain
types of design primarily to attract the attention of the customers. The main reason
that an organization tries to achieve a unique style and design of its business brochure
document is to attract the attention of the customers and to get competitive
advantage over its comeptitors in the market.
c. Are the style design features of this document consistent throughout? What impact
does this have on its readability (positive or negative)?
It is not mandatory for an organization to follow a particular style and design
consistently throughout the whole document. Depending on the needs and
requiremens of the document keeping in mind the business objectives and
considerations necessary changes in the style and designs can be made. The objective
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of the style and desgn is to make the document more attractive thus, if changing in
styles and designs are necessary for enhancing the effectiveness of the document then
such changes are always welcome.
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BSBITU306 Design and produce business documents
Task 2 – Case Studies
CASE STUDY 1
Lucy works as a Personal Assistant. As part of her role she has to prepare documents for her
manager, who is going to make a presentation to all staff next week. He has asked Lucy to
create the presentation, including the presenter notes.
Lucy found the Company’s style guide for creating presentations and designed the
presentation accordingly. She used consistent design principles throughout the presentation.
She prepared presenter notes and made a hard copy. The presentation included some
photographs that Lucy had to scan before she could insert them into the slides.
a) List the types of business equipment that Lucy would have used to design the
presentation.
b) List the types of business software that Lucy would have used to design the presentation.
c) How did Lucy ensure that the style of the presentation met with the requirements of the
Company and that she used consistent design principles throughout the presentation?
CASE STUDY 2
Mark works as an office administrator in a large organisation. One of his duties is to design
presentations. These are sometimes for the board of directors and sometimes for his colleagues.
One day Mark was asked to put together some information describing the progress of a new
project. Mark assumed this information was for his colleagues. He wrote a detailed report
outlining the project’s progression.
When the time came for the document to be used, Mark discovered that it was for the board
of directors who had little knowledge of the new project! They prefer visual presentations
rather than the text-based documents, as they don’t have the time to read them. Mark had no
time to change the document.
a) Mark did not design the document for the intended audience. What might be the
consequences?
b) Mark should have clarified two points before beginning the task. What are the two points?
c) Explain why it is important to clarify the purpose and audience of a document before
design begins?
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Task 3 – Workplace project
You are required to design and produce two (2) business documents from the following
scenario options. You must use the M&W Bookkeeping Corporate Style Guide
attached, including fonts and logos in both documents.
Your submission must contain the following:
 Two (2) documents designed by you and produced using two (2) different software
applications.
Both documents need to be submitted in their original format to enable the assessor to
review the formatting. For example, if you are submitting an Excel document then this must be
submitted as an .exe file, not ‘Cut and Pasted’ into a word document or exported to PDF. (NB:
The AAMC Training portal is limited to 20MB per file.) If you experience any issues uploading
any files, please contact our office.
 A separate document (using the template attached), explaining how you:
a) selected and prepared your resources for each document.
b) designed each document.
c) produced each document.
d) finalised each document.
e) stored each document.
BACKGROUND INFORMATION:
Mary and William (husband and wife) have recently left ADJ Accounting services where they
met several years ago. ADJ recently moved location to another state and whilst Mary and
William were offered positions they decided that due to family commitments that they would
remain in Victoria.
The couple wish to set up their own bookkeeping business. William is a qualified CPA and has
built up some good clients over time with ADJ. ADJ do not have a problem with him making
contact with the clients. Mary is a qualified bookkeeper. The new business will offer
accounting and bookkeeping services to new and existing clients.
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BSBITU306 Design and produce business documents
CORPORATE STYLE GUIDE
Font:
Arial Arial Bold
ABCDEFGHIJKLMNOPQRSTUVWXYZ
abcdefghijklmnopqrstuvwxyz
1234567890!@#$%^&*( )
ABCDEFGHIJKLMNOPQRSTUVWXYZ
abcdefghijklmnopqrstuvwxyz
1234567890!@#$%^&*( )
Corporate colours:
CMYK RGB HEX PANTONE
0, 75, 100, 0 233, 93, 15 #e95d0f 1595 C
70, 20, 0, 20 51, 139, 184 #338bb8 542 C
0, 0, 0, 100 0, 0, 0 #000000 Process Black C
Logo:
Minimum size of the logo must be no smaller than 318 x 56 px wide, or 4.0 x 0.70cm on printed
materials.
Logo must be sized equally and must not be distorted.
  
Select two (2) of the following four (4) options, ensuring that you produce two (2)
documents using at least two (2) different software applications. Each document
must incorporate the above M&W Bookkeeping Corporate Style Guide, i.e. logo,
fonts and colours. The logo can be copied and pasted into your documents.
1. In setting up their own business William and Mary would like to understand their expenses
versus available funds to ensure they have enough savings to cover all required costs.
Insert the following figures into a M&W Bookkeeping corporate styled excel spreadsheet.
Using the ‘sum function’ calculate the amounts to produce the total outcome. These
figures cover projected operating expenses for the next 12 months.
Available cash $100,000 in savings with Westpac
Expenses
$10,000 fittings and fixtures (including tradesmen expenses)
$8,000 utilities (including connections)
$15,400 rental
$5,000 office equipment & stationery
$10,000 marketing and advertising
$3,000 for insurance
$39,000 living expenses
2. Mary would like to produce a marketing flyer advertising the services the business
provides. She would like to be able to send this via email or print out flyers to hand to
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BSBITU306 Design and produce business documents
potential clients. The marketing material may be created in Word, PowerPoint or similar
software and should include the following:
 The name of the business
 What they offer
 Contact details and location
 Hours of operation
You may wish to include a catch phrase or value proposition such as, “competitive prices”
or “we will match your current provider”.
3. It is important for William to understand his client’s requirements and ensure he matches
the product/s to meet these specific needs. Using a relevant software program, create a
template document that can be used to collect relevant client data including some of the
following points:
 Name and contact details of the person in charge of accounts.
 What does your business sell/offer?
 Are you a state based or national client?
 If you are a national company, what states you operate in. (You may like to name the
states and have then circle the relevant ones)
 Average gross income per annum.
 Average gross expenses per annum.
 What the business would like to earn/achieve per annum.
4. William would like to present his products to a prospective client. Using PowerPoint or a
similar software application prepare a useful presentation for the new client. The
information presented should include the following:
 What the business does
 The level of expertise and background of Mary and William
 How it would benefit the business to use their services (i.e.; they offer ongoing
consultative services, cheaper prices, quality service, knowledge and expertise etc.)
NOTES:
 Your submission may be rejected if you fail to incorporate the Corporate Style Guide in
each document as requested.
 Please also ensure you complete and upload the business document explanations
template on the following page.
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BSBITU306 Design and produce business documents
BUSINESS DOCUMENT EXPLANATIONS TEMPLATE
DOCUMENT 1 DOCUMENT 2
Name of document
Type of document
Company/Client
initial requirements
How I selected and
prepared resources for
this document
How I designed this
document
How I produced this
document
How I finalised this
document
How I stored this
document
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