Course Title: Manage business document design and development

Part B: Course Detail

Teaching Period: Term2 2016

Course Code: COMM7332C

Course Title: Manage business document design and development

School: 650T Vocational Business Education

Campus: City Campus

Program: C5338 - Diploma of Leadership and Management

Course Contact: Sylvia Baroutis

Course Contact Phone: +61 3 9925 5469

Course Contact Email: sylvia.baroutis@rmit.edu.au


Name and Contact Details of All Other Relevant Staff

Nominal Hours: 80

Regardless of the mode of delivery, represent a guide to the relative teaching time and student effort required to successfully achieve a particular competency/module. This may include not only scheduled classes or workplace visits but also the amount of effort required to undertake, evaluate and complete all assessment requirements, including any non-classroom activities.

Pre-requisites and Co-requisites

None

Course Description

This unit describes 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.

It applies to individuals employed in a range of work environments who require well-developed skills in the use of a range of software packages. They use these skills to establish, document and implement consistent standards of document design within an organisation.


National Codes, Titles, Elements and Performance Criteria

National Element Code & Title:

BSBADM506 Manage business document design and development

Element:

1 Establish documentation standards

Performance Criteria:

1.1 Identify organisational and legislative requirements for information entry, storage, output, and quality of document design and production  

1.2 Evaluate organisation’s present and future information technology capability in terms of its impact on document design and production

1.3 Identify types of documents used and required by organisation  

1.4 Establish documentation standards and design tasks for organisational documents in accordance with information, budget and technology requirements

Element:

2 Manage template design and development

Performance Criteria:

2.1 Ensure standard formats and templates suit the purpose, audience and information requirements of each document

2.2 Ensure document templates enhance readability and appearance, and meet organisational requirements for style and layout  

2.3 Test templates, obtain organisational and user feedback, and make amendments as necessary to ensure maximum efficiency and quality of presentation

Element:

3 Develop standard text for documents

Performance Criteria:

3.1 Evaluate complex technical functions of software for their usefulness in automating aspects of standard document production

3.2 Match requirements of each document with software functions to allow efficient production of documents

3.3 Test macros to ensure they meet the requirements of each document in accordance with documentation standards

Element:

4 Develop and implement strategies to ensure the use of standard documentation

Performance Criteria:

4.1 Prepare explanatory notes for the use of standard templates and macros using content, format and language style to suit existing and future users

4.2 Develop and implement training on the use of standard templates and macros and adjust the content and level of detail to suit user needs

4.3 Produce, circulate, name and store master files and print copies of templates and macros in accordance with organisational requirements

Element:

5 Develop and implement strategies for maintenance and continuous improvement of standard documentation

Performance Criteria:

5.1 Monitor use of standard documentation templates and macros, and evaluate the quality of documents produced against documentation standards

5.2 Review documentation standards against the changing needs of the organisation, and plan and implement improvements in accordance with organisational procedures


Learning Outcomes



Details of Learning Activities

Learning activities will include in-class discussions and word processing and spread sheet demonstrations, hands on exercises using Lynda.com tutorials to review complex document/spread sheet skills and theory of document design and management of business documents.


Teaching Schedule

WeekTopicsAssessment details
1 This course commences in week 9 
2 This course commences in week 9 
3 This course commences in week 9 
4 This course commences in week 9 
5 This course commences in week 9 
6 This course commences in week 9 
7 This course commences in week 9 
8 This course commences in week 9 

9

w/b

Session 1

Introduction to the course including:

  • Course requirements and support documents/resources
  • Course Blackboard access
  • Setting up laptops with myDesktop/Microsoft Word and Excel 2010
  • Assessment requirements/Cover sheets
  • Reminder re Plagiarism/Appeals
  • Extensions/Resubmissions
  • Feedback in this course
  • Getting help

Session 2

  • Occupational Health & Safety at the Computer/in the Workplace
  • Establishing standards - why have them?
  • Hardware/software/data storage devices/evaluating these
  • File management
  • How to conduct the research?
  • What types of documents might the organisation require?
  • Preparing questionnaires/conducting interviews
  • What are templates?
  • What is a corporate image?
  • How to ensure a corporate image in the design of standard documentation?
 

10

w/b

Session 1

Microsoft Excel skills

  • Understanding Excel - What is a spreadsheet? (Topic 1- textbook)
  • The Excel environment - (Topic 2 - textbook)
  • Basic operations in Excel - (Topic 3 - textbook)
  • Navigating your data - (Topic 4 - textbook)
  • Summing & editing your data - (Topic 5 - textbook)
  • More efficient data entry - (Topic 6 - textbook)
  • An introduction to formatting - (Topic 7 - textbook)
  • Mathematic principles - (Topic 8 - textbook)

(Any topics not completed during the class session must be completed for homework)

Session 2

Microsoft Word basic skills

  • Getting started in Word
  • On Size Fits all
  • Editing text
  • Formatting text
  • Formatting paragraphs
  • Using styles

(Any topics not completed during the class session must be completed for homework)

 

 

11

w/b

Session 1

 Microsoft Excel skills

  • Creating simple formulas (Topic 9 - textbook
  • More about cell references (Topic 10 - textbook)
  • Working with functions (Topic 11 - textbook)
  • Editing formulas & functions (Topic 12 - textbook)
  • Organising your worksheets (Topic 13 - textbook)
  • Viewing & printing your worksheet (Topic 14 - textbook)
  • Create a Sales analysis template using Excel

(Any topics not completed during the class session must be completed for homework)

 

Session 2

Microsoft Word skills

  • Working with tables
  • Illustrating a document
  • Document building blocks
  • Modifying page layout
  • Proofing documents
  • Reviewing documents with others
  • Sharing documents
  • Create a mail merge document

Creating templates in Microsoft Word using

  • Macros
  • Merge Criteria
  • Embedding
  • Indexing
  • Table of Contents
  • Styles

(Hint: set up a template for the Group Style and Standards Manual to include several of these functions)

 

12

w/b

Session 1

  • Creating a chart (Topic 15 - textbook)
  • Modifying your worksheet (Topic 16 - textbook)
  • More formatting (Topic 17 - textbook)
  • Efficient text entry and correction (Topic 18 - textbook)
  • Using pictures in your worksheets (Topic 19 - textbook)
  • Storing your workbooks (Topic 20 - textbook)
  • Create an invoice template using Excel
  • Create a complaints data template using Excel

(Any topics not completed during the class session must be completed for homework)

Session 2

Creating templates in Microsoft Word using

  • Form fields
  • Macros
  • Merge criteria
  • Embedding
  • Indexing
  • Table of Contents
  • Styles

(Hint: set up a template for the Group Style and Standards Manual to include several of these functions)

Assignment 1 (a) Due

(Individual assignment)

13

w/b

Session 1

Training team members on the use of templates developed

Session 2

Developing a Style and Standards Manual

 

14

w/b

Session 1

Training team members on the use of templates developed

Session 2

Developing a Style and Standards Manual

 Assignment 1 (b) due
Training Session

(Individual Assignment)

15

w/b

Session 1

Training team members on the use of templates developed

Session 2

Developing a Style and Standard Manual

 Assignment 1 (b) due
Training Session

(Individual Assignment)

16

w/b

Work in Progress (WIP)

Training documentation

Style and Standards Manual

 Assignment 2 due
Style & Standards Manual

(Group Assignment)

   


Learning Resources

Prescribed Texts

Tilde Skills: Produce Spreadsheets: Microsoft Excel 2010

13: 978-0-7346-0798-0


References


Other Resources

Free Word Processing Manual on Blackboard.

Register with RMIT Library, Lynda.com.  Follow in class tuition during this semester with Mariann Siegert’s intermediate courses for Microsoft Word 2010:

1. Building templates in Word
2. Building blocks and macros in Word
3. Word 2010: Styles in depth
4. Word 2010: Forms in depth
5. Word 2010: Mail merge in depth

Follow in-class tuition during this semester with the following  courses in Lynda.com:

  1. Up and Running with Excel 2010 - Chris Grover
  2. Excel 2010 Essential Training
  3. Excel 2010: Charts in Depth

Google Drive is the platform for students to share with each other and the teacher their templates and documents. 

Final assessment documents should be uploaded to Blackboard with the relevant Assessment Record and Cover Sheet attached.


Overview of Assessment

In order to achieve competency in this unit, you must provide:

Performance Evidence

Evidence of the ability to:  

  • identify the organisational needs, requirements and information technology capabilities relevant to the design and production of documents
  • establish documentation standards to meet organisational requirements
  • design, test and amend document templates
  • develop and implement documentation and training to support use of standard templates and macros
  • monitor the implementation of standard documentation templates and macros and make improvements in line with organisational requirements. 

Knowledge Evidence

To complete the unit requirements safely and effectively, you must:

  • describe document production processes
  • identify costs involved with the implementation of standard documentation
  • explain the software applications relevant to document design and development in the organisation
  • identify key provisions of relevant legislation and regulations, codes and standards affecting document production
  • outline organisational policies and procedures relating to document production
  • list sources of expertise available externally to the organisation or workgroup. 

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the general administration field of work and include access to:

  • computer hardware and other document production equipment
  • software applications appropriate to the task
  • media for production of documents
  • samples of high quality standard documents.

Feedback

Feedback will be provided throughout the semester in class and/or online discussions.  You are encouraged to ask and answer questions during class time and online sessions so that you can obtain feedback on your understanding of the concepts and issues being discussed. Finally, you can email or arrange an appointment with your teacher to gain more feedback on your progress.

You should take note of all feedback received and use this information to improve your learning outcomes and final performance in the course.


Assessment Tasks

You are required to complete two tasks.  You must successfully complete all parts of each of the two tasks to be deemed competent in this course.

ASSIGNMENT 1 (a) Word and Excel Templates for Standard Documentation (individual assignment) together with a Memo to Dept Manager (Refer to the teaching schedule above for the due date)

You will design and develop six standard templates for the DLM Enterprises organisation. (Three Microsoft Excel templates and three Microsoft Word templates - including a Word Report template)

The templates will include a range of advanced software functions.  You will find further details about this task in the Assessment Record and Cover Sheet in the Blackboard Program Shell for this program.

ASSIGNMENT 1 (b) Training and evaluation session on one of the templates you have developed (individual assignment) (Refer to the teaching schedule above for the due date)

You will design and conduct a 15 minute training and evaluation session for your team on one of the templates you have developed.  This assignment includes four (5) steps"

  1. Training proposal to management
  2. Handout for trainees
  3. Feedback and evaluation form
  4. Training session
  5. Short report (in memo format) on the outcome of the training program

You will find further details about this task in the Assessment Record and Cover Sheet in the Blackboard Program Shell for this program.
 

ASSIGNMENT 2 - Style and Standards Manual (Group assignment) (Refer to the teaching schedule above for the due date)

As a team, you will design and develop your own organisational Style and Standard Procedures Manual for DLM Enterprises, based on the organisation’s requirements.  You will include in your manual, a range of user templates already developed by individual members of your team.  This range of templates will take account of the need for the final standard documents to exhibit a corporate image for DLM Enterprises.

You will find further details about this task in the Assessment Record and Cover Sheet in the Blackboard Program Shell for this program.

Submission Requirements:

You should:

  • Ensure that you submit assessments on or before the due date.
  • Always retain a copy of your assessment tasks (hard copy and soft copy)
  • When you submit work for assessment at RMIT University you need to use a cover sheet that includes a declaration and statement of authorship.  You must complete, sign and submit a cover sheet with all work you submit for assessment, whether individual or group work. On the cover sheet you declare that the work you are presenting for assessment is your own work.  An assignment cover sheet for submission of each assessment task is available on Blackboard.
  • Each page of your assessment should include a footer with your name, student number, the title of the assessment, unit code and title and page numbers.  For example, Julie Macpherson, 324567, Task 2, OHS2345C Ensure a safe workplace, page 1 of 10.

Late Submission Procedures

You are required to submit assessment items and/or ensure performance based assessment is completed by the due dates.

If you are prevented from submitting an assessment item on time, by circumstances outside your control, you may apply in advance to your teacher for an extension to the due date of up to seven calendar days.

More Information: http://www.rmit.edu.au/students/assessment/extension

Form to use: http://mams.rmit.edu.au/seca86tti4g4z.pdf

Where an extension of greater than seven days is needed, you must apply for special consideration.  Applications for special consideration must be submitted no later than two working days after the assessment task deadline or scheduled examination.

More Information: http://www.rmit.edu.au/browse;ID=g43abm17hc9w (unresolved)

Form to use: http://mams.rmit.edu.au/8a5dgcaqvaes1.pdf

Resubmissions (VET Programs):

If you are found to be unsuccessful in a Course Assessment Task you will be allowed one resubmission only.  Your teacher will provide feedback regarding what you need to do to improve and will set a new deadline for the resubmission.  The highest grade you will receive if your resubmission is successful is "CAG".

If you are still not meeting the assessment requirements you must apply to your Program Manager in writing outlining the steps you will take to demonstrate competence in your course.  Your submission will be considered by the Program Team and you will be advised of the outcome as soon as possible.

Adjustments to Assessment

In certain circumstances students may be eligible for an assessment adjustment.  For more information about the circumstances under which the assessment arrangements might be granted please access the following website:

More Informationhttp://rmit.edu.au/browse;ID=7usdbki1fjf31

Marking Guide (Competency):

You must demonstrate that you have all the required skills/knowledge/elements in the unit of competency you are studying.

You will receive feedback on each assessment task that will inform you about your progress and how well you are performing.

 

Marking Guide (Grading)

After achieving competency we then grade your performance in the unit and you will achieve one of the following grades:

Final Grades table:


Assessment Matrix

CHDCompetent with High Distinction
CDICompetent with Distinction
CCCompetent with Credit
CAGCompetency Achieved - Graded
NYCNot Yet Competent
DNSDid Not Submit for assessment

Further information regarding the application of the grading criteria will be provided by your teacher.

Course Overview: Access Course Overview