Student Project Portfolio: RTO No: 91223

RTO No: 91223
Student Project Portfolio
BSBTEC301 Design and Produce

Business Documents
Section 1: Select and prepare resources 5
Section 2: Design and produce documents 9
Section 3: Finalise documents 12
Strathfield College RTO: 91223 CRICOS Provider Code:

02736K
BSBTEC301 Design and Produce Business Documents| 3
Student name: Hendry O’niell
Assessor:
Date:
Business this assessment is Burleigh Accountants

based on:
Documents you will produce: A memo

A monthly staff newsletter
A presentation slides
An email

02736K
Section 1: Select and prepare resources
Complete this section before designing your business documents
Document 1: A memorandum to Document 2: A monthly staff Document 3: The “Accounting Document 4: An email to all staff
all staff about the new recycling newsletter Trends” presentation slides updating the Internal
bins Communications Policy and
Procedures has
Technology and Microsoft Word Microsoft Word Microsoft PowerPoint Gmail

software
List the technology
(including at least
two different
software
applications) did
you use to design
each document?
Information The document shall have The document shall have The document shall have The document shall have
different sections and the different sections and the different sections and the different sections and the
Will the document
sections shall be ordered sections shall be ordered sections shall be ordered sections shall be ordered
have different
according to organizational according to organizational according to organizational according to organizational
sections? How will
requirements. The sections in requirements. The sections in requirements. The sections in requirements. The sections in
you order the
correct order are: correct order are: correct order are: correct order are:
different sections?
List the sections 1. Company logo 1. Company logo 1. Title slide “Accounting 1. Dear [receiver]
using the correct Trends”
2. To: Burleigh Accounting staff 2. Title: Monthly Staff 2. Purpose of the email
order.
members Newsletter 2. Table of content
3. Key information of the email:
3. From: Include your name 3. Industry Spotlight 3. Summary of Trend 1 in include file path and request of
and title Newsletter reviewing

02736K
Procedures has
4. Date: Write out the full date 4. Health at work 4. Summary of Trend 2 in 4. End with “Kind Regards”
Which types of
Newsletter and signature
information will the 5. Subject: Make the subject 5. Employee spotlight
document contain brief and descriptive 5. Q&A slide
6. New clients
(Paragraphs of
6. Main information in the
text, images, 7. News and upcoming events
memo about new recycling
graphs, etc.)?
bins
Design Three principles are: Three principles are: Three principles are: Three principles are:
List three basic • Ensure the correct box page • Follow the required font size • Use suitable template to • Use short paragraphs
principles you will and type reflect corporate colours
• Use short paragraphs • Insert blank lines between
use in the design
• Keep the format bright and • Not include too much text paragraphs
of each • Follow the required font size
clear
document? • Use images when applicable • Keep the email brief and not
• Not exceed 03 pages too much text
Layout and style • Layout: portrait, have a box • Layout: portrait • Layout: landscape. Layout • Layout: portrait
page border with line with at of each slide shall be
Which layout will • Styles: The Burleigh • Styles: Use “Dear All” at the
½ pt. selected based on the
you use (Portrait/ Accountants logo at the top of start and end with “Kind
information that needs to be
landscape/page • Styles: The Burleigh the page and in the header. regards”. Use short paragraphs
displayed
margins/ header, Accountants logo at the top of Headings (if any) should be and insert blank lines between
footer? the page. The word “Memo”, bolded with Heading 1 in 14 pt. • Styles: using a suitable each paragraph. Use bullet
capitalised, bolded and placed and subheadings (if any) template to reflect our points if applicable
Which styles are
at the top and bolded with corporate colours. Avoid
you required to

02736K
Procedures has
use (Logo, font centre of the page, directly Heading 2 in 12 pt. Use Arial including too much text. Use • Proof:
type, font size, for underneath the logo. 10 for text. Break up blocks of images to break up the text and
text and headings, Subheadings (in bold) and text with photos, graphics or to illustrate points
spacing etc.)? descriptions as required in cartoons. Break up your pages
• Proof:
Style Guide and font size of with white space. Put text in
Attach proof of
14pt. boxes, or shaded paragraphs.
adhering to the
organisational • Proof: • Proof:
requirements
(screenshot of
selecting a layout,
etc.).
Meeting I have met with the assessor I have met with the assessor I have met with the assessor I have met with the assessor
who played the role as Office who played the role as Office who played the role as Office who played the role as Office
Provide details of
Manager of the company Manager of the company Manager of the company Manager of the company
the stakeholder
you met with.
What is their
role within the
organisation?

02736K
Procedures has
Formatting and Formatting Style and Formatting Style and Formatting Style and Formatting Style and
style requirements requirements: requirements: requirements: requirements:
List at least two • Use the left alignment for • Use bullet points (where • Use the business and formal • Use the left alignment for
formatting or style body text applicable) template body text
requirements you
• Insert blank line between • Line spacing at 1.2 • Use bullet points (where • Use font size of “Normal”
discussed or
paragraphs applicable)
clarified with the
stakeholder.
Attach:
Link to business website About page or corporate brochure that summarises what the business does OR Simulation Pack if
using case study ☒
Attach documents containing organisational design requirements (style guide, template, etc.) OR Simulation Pack using case
study ☒

02736K
Section 2: Design and produce documents
Complete this section after designing your business documents.
Procedures has
Create files Organizational requirements: Files Organizational requirements: Files Organizational requirements: Files Organizational requirements: Files
must be named according to the must be named according to the must be named according to the must be named according to the
What are the
file type. The version and the date file type. The version and the date file type. The version and the date file type. The version and the date
organisational
must also be included. All must also be included. All must also be included. All must also be included. All
requirements for
documents must be filed in the documents must be filed in the documents must be filed in the documents must be filed in the
creating file
appropriate folder on Burleigh appropriate folder on Burleigh appropriate folder on Burleigh appropriate folder on Burleigh
names?
Accountants’ computer system Accountants’ computer system Accountants’ computer system Accountants’ computer system
What are the
File name: “Memorandum about File name: “Monthly Staff File name: “Accounting Trend File name: “Email about the
names of the files
new bins_v1_20220208”, stored in Newsletter_v1_20220223”, Presentatio_v1_20220223”, Internal Communications Policy
you created?
the folder named “Flyers and stored in the folder named stored in the folder named and Procedures_v1_20220208”,
memos” “Newsletters” “Presentations” stored in the folder named
“Emails”
Proof: Proof: Proof:
Proof:
Functions • Use Font function to choose • Use Paragraph function to • Use the Paragraph function to • Use the Size function to
correct font size and type ensure the correct line adjust consistent bullet choose the correct font size
List at least three

02736K
Procedures has
functions you • Use Paragraph function to spacing points • Use the Align function to
used and describe ensure the left alignment ensure the left alignment
• Use the Styles function to • Use the Slides function to
how you used it to
• Use Page Background set up the heading as choose appropriate layout • Use the Insert Signature
ensure
function to ensure the requirements based on information of function to include signature
consistency of
correct page borders each slide
design and layout. • Use Font function to choose
correct font size and type • Use Themes function to ensure
the consistent themes
throughout all slides
Does the layout of Yes, the layout meets Yes, the layout meets Yes, the layout meets Yes, the layout meets
the document meet requirements and thus, no requirements and thus, no requirements and thus, no requirements and thus, no
requirements? Did change has been made change has been made change has been made change has been made
you make any
changes?
Does the style of Yes, the style meets Yes, the style meets Yes, the style meets Yes, the style meets
the document meet requirements and thus, no requirements and thus, no requirements and thus, no requirements and thus, no
requirements? Did change has been made change has been made change has been made change has been made
you make any
changes?
Help function I used the Microsoft Word Help I used the Microsoft Word Help I used the Microsoft PowerPoint I used the Gmail Help to find out
02736K
Procedures has
Describe how you to find out the way to set up to find out the way to add Help to find out the way of the way of using formatting
used the help page borders heading applying slide layout options in email
function to
Proof: Proof: Proof: Proof:
overcome basic
difficulties with
document design
and production.
Attach proof of
using the Help
function at the end
of this section.
Attach: First draft of each document ☒
Proof of using the correct naming conventions and folders (screenshots) ☒
Proof of accessing the Help function (screenshots) ☒
Monthly StaffNe
Accounting Trends
Presentation_v1_202

02736K
Procedures has

02736K
Section 3: Finalise documents
Document checklist
Complete the document checklist before producing your documents. Answer Yes/No and describe any changes made to the document.
Check Document 1: A memorandum to Document 2: A monthly staff Document 3: The “Accounting Document 4: An email to all staff
Procedures has
Does the tone of Yes Yes Yes Yes

the document
reflect the writing
style required as
per the style
guide?
Is the tone in the Yes Yes Yes Yes

document suitable
for the intended
audience e.g., is it
sufficiently formal
or informal?

02736K
Procedures has
Is the format of the Yes Yes Yes Yes

document
appropriate to the
purpose of the
communication
e.g., letter for a
formal
communication?
Is the purpose Yes Yes Yes Yes

of the document
clear?

02736K
Procedures has
Is the document Yes Yes Yes Yes

logically
sequenced and
structured?
Has the document Yes Yes Yes Yes

been proofread for
spelling, grammar
and overall
readability?
Complete this Section after your meeting.

02736K
Procedures has
Stakeholders I met with the assessor who played I met with the assessor who played I met with the assessor who played I met with the assessor who played
the role of office manager in the role of office manager in the role of office manager in the role of office manager in
Who did you meet
Burleigh Accountants Burleigh Accountants Burleigh Accountants Burleigh Accountants
with?
Presenting a I presented the document by I presented the document by I presented the document by I presented the document by
document showing the electronic copy, showing the electronic copy, showing the electronic copy, showing the electronic copy,
sending it to the office manager sending it to the office manager sending it to the office manager sending it to the office manager
How did you
before the meeting. The meeting before the meeting. The meeting before the meeting. The meeting before the meeting. The meeting
present the
for presenting document lasts for 5 for presenting document lasts for 5 for presenting document lasts for 5 for presenting document lasts for 5
document?
minutes minutes minutes minutes

02736K
Procedures has
Task requirements Yes, the document meets almost all Yes, the document meets almost all Yes, the document meets almost all Yes, the document meets almost all
requirements. requirements. requirements. requirements.
Did your document
meet task The office manager gave positive The office manager gave positive The office manager gave positive The office manager gave
requirements? feedback on the document content feedback on the document feedback on the document positive feedback on the
Describe any and format, and required to add content and format. However, the content and format. However, the document content and format.
feedback here. information about the soon-to-be- office manager also suggested office manager also required to However, the office manager
released guidelines on recycling that the link to new client’s put another “Thank you” slide at also required to remind staff
bins website should be attached to the the end of the presentation about reviewing time in the
newsletter email
Attach:
Proof of using the correct naming conventions and folders (screenshots). ☒
Finalised documents ☒
Allfolders:
Monthly StaffNe

02736K
Procedures has
Final Accounting
Trends
Presentation

02736K

Student Project Portfolio: RTO No: 91223

Uploaded by

Document Information

Original Description:

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Student Project Portfolio: RTO No: 91223

Uploaded by

Copyright:

Available Formats

RTO No: 91223

Student Project Portfolio

BSBTEC301 Design and Produce

Strathfield College RTO: 91223 CRICOS Provider Code:

Business this assessment is Burleigh Accountants

Documents you will produce: A memo

Strathfield College RTO: 91223 CRICOS Provider Code:

Complete this section before designing your business documents

Technology and Microsoft Word Microsoft Word Microsoft PowerPoint Gmail

Strathfield College RTO: 91223 CRICOS Provider Code:

Strathfield College RTO: 91223 CRICOS Provider Code:

Strathfield College RTO: 91223 CRICOS Provider Code:

Strathfield College RTO: 91223 CRICOS Provider Code:

Complete this section after designing your business documents.

Strathfield College RTO: 91223 CRICOS Provider Code:

Attach: First draft of each document ☒

Proof of using the correct naming conventions and folders (screenshots) ☒

Proof of accessing the Help function (screenshots) ☒

Strathfield College RTO: 91223 CRICOS Provider Code:

Strathfield College RTO: 91223 CRICOS Provider Code:

Does the tone of Yes Yes Yes Yes

Is the tone in the Yes Yes Yes Yes

Strathfield College RTO: 91223 CRICOS Provider Code:

Is the format of the Yes Yes Yes Yes

Is the purpose Yes Yes Yes Yes

Strathfield College RTO: 91223 CRICOS Provider Code:

Is the document Yes Yes Yes Yes

Has the document Yes Yes Yes Yes

Complete this Section after your meeting.

Strathfield College RTO: 91223 CRICOS Provider Code:

Strathfield College RTO: 91223 CRICOS Provider Code:

Strathfield College RTO: 91223 CRICOS Provider Code:

Strathfield College RTO: 91223 CRICOS Provider Code:

You might also like