Course Title: Manage business document design and development

Part B: Course Detail

Teaching Period: Term1 2015

Course Code: BUSM6243C

Course Title: Manage business document design and development

School: 650T Vocational Business Education

Campus: City Campus

Program: C5221 - Diploma of Business Administration

Course Contact : Sylvia Baroutis

Course Contact Phone: +61 3 9925 5469

Course Contact

Name and Contact Details of All Other Relevant Staff

Course Teacher:

Gary Brown

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 covers 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.  Employability Skills are applied where suitable.

It is recommended that you have access to a mobile computing device to allow greater flexibility in terms of where you can work on campus both in and outside class times.

National Codes, Titles, Elements and Performance Criteria

National Element Code & Title:

BSBADM506B Manage business document design and development


1. Establish documentation standards

Performance Criteria:

1.1. Identify organisational 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 effect on document design and production
1.3. Identify types of documents used and required by the 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 and in particular depth management of document templates.

Teaching Schedule

The Teaching Schedule for this course is as follows:

Induction Session
Prior to training commencement a program level induction session will be conducted that comprises the following:

  • Program overview and requirements
  • MyRMIT/Blackboard
  • Overview of assessment requirements
  • Pre-Training Review including:
    • Recognition of Prior Learning and Credit Transfers
    • Assessment of current skills and knowledge
  • Competency/Grading Criteria
  • Plagiarism
  • Appeals
  • Extensions
  • Feedback
  • Privacy
  • Submission requirements
  • Resubmission policy
  • Where to get support
  • Student responsibilities

Course Delivery:

Week Commencing
TopicsAssessment due dates and feedback
19 FebCourse induction

Course delivery and assessment details for full time delivery

Online learning environment including Blackboard




Good document design

Assessment Overview

Portfolio of Evidence (based on in class activities produced using a range of software packages for document design and production available through myDesktop)


16 Feb

Occupational Health & Safety in the office/study environment

Organisational requirements and style guides

Portfolio documents (5 Activities in total) due in weeks 3, 4, 5, 6 and 7
323 FebWhat technology do we have available?
Document types
Design standards
Activity 1 Due
42 MarStandard formats and templates, enhance readability
Layout and style
Testing and editing
Activity 2 Due
59 Mar (Monday Labour Public Holiday)Macros - creating, using and testingActivity 3 Due
616 MarEvaluate complex technical functionsActivity 4 Due
723 MarMonitor usage of standard document templates and macros where applicableActivity 5 Due
830 MarReview standards for continuous improvementFeedback to be provided on portfolio items one week following submissions submitted on time.
Mid semester break 2 – 8 Apr classes resume Thursday 9 Apr 2015
913 AprWork in Progress - PortfolioTask 1 - Part A: Portfolio of Evidence due (this is the final best version of all work collated)
1020 AprWork in Progress - Presentations 
1127 AprWork in Progress - Presentations 
124 MayPresentations scheduled in class for 5 minutes each student with question time for peer reviewTask 1 - Part B: Document Design Presentations (in class)
1311 MayPractical Placement.Work Integrated Learning
1418 MayPractical Placement.Work Integrated Learning
1525 MayCourse reviewPresentation feedback summary
161 JunReview and feedback 
178 JunSemester 1 assessment periodAssessment feedback commences (2 weeks) and resubmissions/Special Consideration where applicable.

Learning Resources

Prescribed Texts


Dobson, A. Touch Typing in 10 hours, Oxford UK, 2009


Duffy, J. Illustrated Series, Microsoft Word 2010 Brief, Cengage Learning, 2011


Other Resources is an extensive online training library focused on business and information technology. The library helps anyone learn software, creative, and business skills to achieve personal and professional goals. It covers a wide variety of software products and digital technology. The courses are in streaming video format. Always login via the RMIT Library link from there you will need to create your own separate login to access a full range of free tutorials and exercise files for the following areas:

  • Word 2013: Templates in Depth
  • Building Templates in Word
  • Word 2010: Forms in Depth
  • Word 2010: Styles in Depth
  • Word 2010: Real-World Projects

Overview of Assessment

Assessment may incorporate a variety of methods including in-class exercises, problem-solving exeercises, assignments, group or individual projects, work log book, work journal and practical placement.  Activities may include the production of technical requirements such as documents, direct observation of workplace practices and the presentation of a portfolio of evidence.  This portfolio may include documents, photographs, video and/or audio files.

Students are advised that they are likely to be asked to personally demonstrate their assessment work to their teacher to ensure that the relevant competency standards are being met.  Students will be provided with feedback throughout the course to check their progress.

Assessment Tasks

Critical aspects for assessment and evidence required to demonstrate competency in this unit Evidence of the following is essential:
• designing templates or style sheets for use in document design
• documenting processes and strategies to ensure implementation.



There is one task in this course divided in two parts, Part A and B. All parts of this Assessment Task must be completed in full to be deemed competent in this course and to receive grading overall at the end of the semester.

Task 1 – Part A: Portfolio of Evidence

1. Activity 1, Standard forms and templates
2. Activity 2, Layout, styles and formatting for good design
3. Activity 3, Layout, styles and formatting for good design
4. Activity 4, Evaluating complex technical functions
5. Activity 5, Designing, creating and testing templates with explanatory notes

Detailed instructions for each activity are presented on the following pages in the Assessment Record and Cover Sheet for Manage business document design and development Task 1 available on the Blackboard.

Task 1 – Part B: Document Design Presentation

When designing documents it is essential that you know what your client (stakeholders) expectations are for the document design. You will need to be prepared to deliver relevant training sessions, presentations or workshops, as required to implement the document template/style guides with the organisation successfully.

To do this you will need to build your confidence to present to a range of user groups. Based on the document templates you create for Activity 5 in your Portfolio of Evidence, you will prepare a five to 7 minute presentation format with your teacher in Week 5 for feedback and progress update.

Presentation software that you may use to deliver your document designs:
• Microsoft PowerPoint
• Microsoft MovieMaker
• Prezi
• Presentation (in Google Drive – accessed through your student Gmail account)

You will prepare your presentation content based on the following areas:
• Introduce the organisational style and standards policies, procedures and requirements
• Document design strategy
• Sample of one document template (include the software package and version it has been created in)
• Briefly outline the document purposes and how it should be used

Presentation Assessment Criteria
• Delivery – use of voice, body language and overall confidence
• Content/Structure – effective use of technology to visually support your presentation content in a clear and organised professional manner
• Audience engagement – keeping your audience interested and make sure you are prepared to accept questions if they are asked at the end of your presentation

Portfolio of Evidence
Activity 5
Designing, creating and testing templates with explanatory notes

You will design and create two document templates for use in Billboard Agency; a Quote template (for advertising and marketing services) and a Sales Invoice using MS Word, refer to your Billboard Agency Style Guide created in Activity 1. Using the finished templates you will create a comprehensive set of instructions (also known as explanatory notes) for each document.

It is expected that you incorporate the following complex functions in the design of both templates:

  • Formatted table features for example; Bold text, shadow, borders and shading
  • Formulas for efficient template calculation within the main table
  • Check boxes where applicable
  • Drop-down list or Combo boxes were useful
  • Date picker
  • Company logo created in Activity 1 for Billboard Agency
  • Consistent header and footer design to suit organisation style guide


1. Template 1 – Quote
2. Template 2 – Sales Invoice
3. Scanned examples of document design development (thumbnails, sketches, notes regarding document layout)
4. Instructions for template use and storage
5. Brief feedback form for your class peers to complete in hard copy format at the time of your presentation

Specific Submission Instructions

All learning activities included in the Portfolio of Evidence are to be completed in the scheduled class time and submitted progressively for teacher feedback in the weeks due on the weekly schedule.

Part A

In Week 9 you are to fill in your name, student number and the title of the assessment and have read and understood the Student Assessment Declaration on the first page of this document, and upload with your finished portfolio documents by Friday 17 April 2015.

Part B

In Week 12 you are to fill in your name, student number and the title of the assessment and have read and understood the Student Assessment Declaration on the first page of this document, and upload with your final presentation documents by Friday 9 May 2015.

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 unless instructed otherwise in the Assessment Record and Cover Sheet instructions.

Late Submission Procedures

You are required to submit assessment items and/or ensure performance based assessment is completed by the due dates even when work is submitted progressively in the form of a weekly journal/learning activities.

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

Form to use:

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 Information:;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:

CHD             Competent with High Distinction
CDI               Competent with Distinction
CC                Competent with Credit
CAG             Competency Achieved – Graded
NYC              Not Yet Competent
DNS              Did Not Submit for assessment

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

Assessment Matrix

Course Overview: Access Course Overview