Course Title: Manage business document design and development

Part B: Course Detail

Teaching Period: Term1 2017

Course Code: COMM7332C

Course Title: Manage business document design and development

School: 650T Vocational Business Education

Campus: City Campus

Program: C5375 - Diploma of Business Administration

Course Contact: Sylvia Baroutis

Course Contact Phone: +61 3 9925 5469

Course Contact Email:

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


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


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


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


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


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


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 demonstrations, hands on exercises using tutorials to review complex document skills and theory of document design and management of business documents using the Reflective Records business website:

Teaching Schedule


Date – week commencing




Monday 6 February


Prior to commencement this program level induction session will comprise of:

Program overview and requirements


Overview of assessment requirements – this is a two semester course, semester 1 standard of performance is graded as “enterprise or high or excellent”. Your grade is carried forward into semester 2.

Assessment of current skills and knowledge

Competency/grading criteria






Submission requirements

Resubmission policy

Where to get support

Student responsibilities

·         How to use documents such as policies and procedures from the Simulated Business:


Task 1



Monday 13 February

Establish documentation standards

2.1 WHS standards: the ergonomic office


2.2 Organisational standards: document design and production processes from and


2.3 Style guides, writing guides at RMIT:  and

K:\BUS\STUDENTSHARE\BusTAFE\Business Administration Simulated Business\2017_SBS Reflective Records\policiesnproced


2.4 Using the RMIT library portal for database, you will register for online access to training modules for this course.

·         Typing fundamentals

·         Word 2010 Essential Training

·         Word 2010 in depth (Mariann Siegert) and

·         Mail merge in depth (Gini Courter)

·         Typingmaster tutor (online tool)



Monday 20 February

Establish documentation standards

3.1 Introduction to Microsoft Word

3.2 Basic computer terminology

3.3 Basic introductory Microsoft operations

3.4 Software downloads for RMIT students including Microsoft Office 365, see student webpage and IT services



Monday 27 February

Establish documentation standards

4.1 Formatting documents

4.2 Presenting business information in standard formats

4.3 File save name conventions

Covering textbook Topics 1 and 2  Working with tables

Consolidation Task 1


Monday 6 March

Establish documentation standards

5.1 Effective word processing

5.2 Using styles and table of contents

5.3 Using merge

Covering textbook Topic 3 Creating templates and designing forms

Consolidation Task 3


Monday 13 March

Manage template design and development

Business documents

Embedding documents from sources

Covering textbook Topic 5 standard letter



Monday 20 March

Manage template design and development

Covering textbook Topic 5 complex mail merge

Hands-on exercise 7


Monday 27 March

Manage template design and development

Covering textbook Topic 6 Working with long documents

Consolidation task 6


Monday 3 April


Manage template design and development

Covering textbook Topic 8 Inserting charts and smart art

Consolidation tasks 11 and 12


Monday 10 April


13-19 April (Thursday to Wednesday)

14 April Good Friday public holiday.




17 April Easter Monday public holiday
18 April Easter Tuesday RMIT holiday
20 April Classes resume (Thursday)

Planning day.



Monday 24 April

Excel: Introduction and effective spreadsheet utilisation

Topics 1-3: Basic operations in Microsoft Excel

File saving


Entering data


Editing cell data

Entering formulas

Entering functions

Auto sum

Absolute cell references

Covering Excel textbook pages 1-14



Monday 1 May

Excel: Spreadsheet productivity tools and analytical charts and graphics

Topics 4-7:

Navigating your data

Summing and editing your data

More efficient data entry

Introduction to formatting

Covering Excel textbook pages 14-25



Monday 8 May

Excel: Logical functions

Topics 8-10

Mathematic principles

Create simple formulas

More about cell references

Creating macros

Covering Excel textbook pages 25-32

Consolidation tasks 1 and 2


Monday 15 May

Excel: Functions

Topics 11-14

Working with functions

Editing formulas and functions

Organising your worksheets

Covering Excel textbook pages 32-42

Consolidation tasks 3 and 4


Monday 22 May

Excel: viewing and printing your worksheet

Topics 15-20

Creating a chart

Modifying your worksheet and formatting with style

Using pictures and storing workbooks

Covering Excel textbook pages 42-70

Consolidation task 5


Upload Task 1 to blackboard by Friday 26 May at 5pm.


Monday 29 May

Course review and feedback




Monday 5 June

Special Consideration


Learning Resources

Prescribed Texts

Produce spreadsheets, Tilde, Custom, Microsoft Excel 2010


Design and develop complex text documents, Tilde, Microsoft Word 2010



Other Resources

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.
Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence
To complete the unit requirements safely and effectively, the individual 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.
Assessors must satisfy NVR/AQTF assessor requirements.


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 will be using the professional documents from the Simulated Business Website

They can include business templates, style guides, policies and procedures, procedure manuals.


There are two tasks for this course. Task 1 Portfolio consists of ten weeks Microsoft Word and five weeks of Microsoft Excel. One week is course review. This course continues into a second semester, where a final grade is awarded for Task 2: Project document design framework.

You will be using the professional documents from the Simulated Business Website

They can include business templates, style guides, policies and procedures, procedure manuals. You may source documents from K:\BUS\STUDENTSHARE\BusTAFE\Business Administration Simulated Business\2017_SBS Reflective Records\policiesnproced and reference the RMIT Style Guide for Writing:


This assessment is a progressive collection of your weekly work which will be submitted to blackboard in the designated dropbox. You will work in a self-paced manner using the exercise files downloaded by you from the Tilde website Refer to the textbooks on the procedure to download. You are expected to work through the textbook completing all procedural steps before you attempt the assessable activity.  During this time in class you will have demonstrations of technique by the teacher and you will refer to (in RMIT library  in order to complete training modules where you will download a pdf certificate in your name. You are also expected to learn the touch-typing technique according to Australian Standard AS2708-2001. You will then be invited to do keyboarding speed tests where a school prize is offered to the student with the highest speed and accuracy for the Manage Business Document Design and Development course in 2017.

Check the dates in the course guide for submission dates and put the dates in your diary or phone calendar. The final portfolio is then submitted in Week 15 on Friday 26 May 2017 at 5.00pm.  The work will be done by you in class.

You will receive feedback on each activity that you do for the portfolio, it will give you direction about your standard of performance.  At the end of semester 2, you will receive a final grade.

Assessment Matrix

Elements of competency 1-3 are included.

Other Information

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 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 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:  
Form to use:  
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:;ID=g43abm17hc9w (unresolved)  
Form to use: 
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 Information:;ID=7usdbki1fjf31

Grading Criteria Task 1 –Portfolio

An indicative grade only will be available at the completion of Semester 1.  A final grade cannot be awarded until a student has demonstrated competency in all elements of this course - at the end of Semester 2.

Course Overview: Access Course Overview