Assessment Resource Summary
Unit Details BSBlTU306 - Design and produce business documents
Assessment Methods Case Study Assessment 1
Project Assessment 2
Project Assessment 3


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Summative Assessment - Assessor Instructions
It is important that prior to conducting this assessment, the assessor undertakes the following:
Prior to conductinq the assessment
Read the assessment task as detailed on the previous page
If undertaking this assessment in a simulated environment, set up the environment to reflect a vocational workplace within the boundaries of the instructions outlined in each assessment task Contextualise the task (and checklist) to ensure it reflects the students working environment (real or simulated). Be sure to check with the mapping document to ensure any contextualisation still covers the unit requirements
Read the assessor instructions and checklist prior to commencing the assessment
Ensure the workplace (real or simulated) is suitable for the parameters of the task, to ensure the students will have an appropriate opportunity to demonstrates their skills
Make suitable modifications to the workplace (real or simulated) if required to allow all tasks to be observed
Discuss the assessment with the workplace supervisor, to so they are aware of what will happen throughout the process (On The Job Assessments Only)
Ensure the student is allocated the appropriate time and resources for the task
Determine and agree with the supervisor an acceptable time frame for each assessment. (On The Job Assessments Only)
All observations that include working with others and that are technical in nature should be undertaken for at least 30 minutes per observation.
Advise the student prior to conducting the assessment of: O what will occur throughout the assessment process o when the assessment will occur o the level of competency expected o NB: You should not tell the student how to undertake the task, as it would lead the student and render the assessment process invalid. The student should have been taught -How- to perform each task during the training stage, and is expected to know this prior to commencing the assessment
O DO NOT give the student a copy of the checklist prior to the assessment
Conductinq the assessment
Establish and oversee the evidence gathering process to ensure remains valid reliable, fair and flexible
• Advise the student when to commence the assessment Observe the student undertake the tasks as outlined
• Record your observations in the assessor checklist
Where a checklist point is not observed due to an inappropriate environment, or for a reason outside the students control, modify the scenario to allow the student an opportunity to perform the associated task
Where a checklist point is not appropriate, write -N/A- in the space provided
• Gather supporting documentation where available and appropriate (as evidence)
Incorporate allowable adjustments to the assessment procedure without compromising the integrity of the assessment
Do not interfere with the assessment unless the students' actions impose a risk to themselves or anyone else
• If a student performs an action incorrectly, mark it as such. Record what you see, not what you want to see.
• Once the assessment is complete, advise the student that the assessment has ceased, and record your comments in the sections provided
Makinq and recordinq the decision
The student needs to be deemed satisfactory in the full unit to gain competency.
If you are in doubt, gather further evidence to help guide your decision.
Assess the students on what you see during the assessment period, not on actions before or after the assessment.
Use both the checklist and your professional competency to determine the final outcome for the student.
If you are marking the student NYC, ensure you outline why you have made this decision, and provide advice on how the student can improve their skills / knowledge prior to reassessment.
Providinq feedback
Provide constructive feedback to the student on their performance during the assessment period.
Do not make any comments on actions undertaken prior or after the assessment period.
Provide the student with o Clear and constructive feedback based on the assessment decision o Information on ways of overcoming any identified gaps in competency revealed by the assessment the opportunity to discuss the assessment process and outcome information on reassessment and the appeals processes.
An opportunity for reassessment if appropriate or requested by the candidate
O Information on appeal process as applicable to your organisation
Where the students' performance is deemed satisfactory, provide the student with a copy of the completed checklist, ensuring the comments section is completed
Where the students' performance is deemed not-satisfactory - provide a copy of the comments / feedback, but not the checklist. This is to ensure the assessment remains valid on re-assessment.
Record and report the assessment outcome as per your RTO's procedures
ASSESSMENT SUMMARY 1 COVER SHEET
This form is to be completed by the assessor and used as a final record of student competency.
All student submissions including any associated checklists (outlined below) are to be attached to this cover sheet before placing on the students file. Student results are not to be entered onto the Student Database unless all relevant paperwork is completed and attached to this form

Student Name.
Student ID No.
Final Completion Date:
Unit Code & Title BSBlTU306 - Design and produce business documents
Please attach the following documentation to this form Result
S = Satisfactory
NS = Not Satisfactory NA = Not Assessed Reassessment
S = Satisfactory
NS = Not Satisfactory NA = Not Assessed
Assessment 1 Case study s S I NS I NA
Assessment 2 Project s S I NS I NA
Assessment 3 Project s S I NS I NA
Final Assessment Result for this unit C / NYC
Assessor Notes: (inclusive of reassessment, reasonable adjustment, further opportunities for gap training etc.):

Student Declaration: I declare that I have been assessed in this unit, and I have been advised of my result. I also am aware of my appeal rights.
Name:

Signature
Date Assessor Declaration: I declare that I have conducted a fair valid, reliable and flexible assessment with this student, and I have provided appropriate feedback
Name.

Signature.
Date.
Administrative use only
Entered onto Student Management Database
Date
ASSESSMENT 1 - STUDENT INFORMATION
This information is to be handed to each studeht to outline the assessment requirements.
Instructions for Students:
Whilst researching and writing your project it is important to:
Read the Assessment description carefully Assessment should be in a Word format.
Assemble and analyze a set of sources that you have determined are relevant to the issues you are investigating
Acknowledge clearly when and how you are drawing on the ideas or phrases of others
Consult your instructors when you are unsure about how to acknowledge the contributions of others to your thought and writing
Read the Plagiarism policy and procedure carefully to understand the consequences that you could face if your work is plagiarized.
Student can seek clarification regarding the assessment required to be done.
Students can ask for reasonable time from Assessor for preparation of project or Assessment. Students can seek information on additional reading material and reference for completion of the assessments.
Students with special needs can seek assistance from Assessors depending upon the nature of the need
Submit this document
Assessment — 1 — Scenario
You are required to use MS Office to prepare a document and related presentation to promote a sale to customers for a simulated workplace (Covers Books, see below).
Covers Books
Covers Books is a small bookstore located in a local shopping precinct owned by DJ Mathis. Operating for just over two years, Covers Books specialises in fiction books and has built up a steady business, with many repeat customers from the local area. DJ has decided to hold a sale on selected books, and has asked you to design a sales flyer to be dropped in letterboxes in the area, and a self-running slide show about the sale items for the in-store display screen.
1. Design a self-running slide show to promote the sale items. Your slide show will need to.
a. include at least 10 of the items listed for sale (see Appendix 1)
b. include at least six slides
c. include items from at least three different book categories (see Appendix 1)
d. include photos or graphics of the relevant items e include text detailing the discount, sale price or offer
f. contain no more than two items per page g include transitions between pages
h. be saved as a PowerPoint presentation using the following format: [Your initials] Sales Material ddmmyy. For example, 'DP Sales Material 010610'
2 Proofread your slide show to check for accuracy, consistency, layout and that transitions work.
a. make any required changes
b. resave the file.
3. Reopen your presentation file and save it as a PowerPoint show using the following format: [Your initials] Sales Material Show ddmmyy.
For example, 'DP Sales Material Show 010610
4 Design a sales flyer. The flyer document will need to.
a. include at least seven of the sale items included in the slide show b include the same graphics and information for these items as you included in the slide show
c. include the sale dates d comply with font and logo requirements in the style guide (see Appendix 2)
e. be no more than two A4 pages in length, i.e. will print to one page, double-sided
f. be saved using the following format: [Your initials] Sales Flyer ddmmyy
For example, 'DP Sales Flyer 010610'
HINT: Graphics of book covers can be obtained by searching for the item on the internet.
5. Proofread your slide show to check for accuracy, consistency, layout and that all transitions work.
a. make any required changes
b. resave the file
c. keep all marked-up drafts.
6. Print a copy of your flyer (preferably in color) on a single A4 sheet of paper. You will need to print double-sided if the flyer is two pages long
7. Submit soft copies of marked-up drafts, and final copies of the presentation and flyer to your assessor, along with the hard copy of your flyer. Marked-up drafts must indicate tracked changes or comments that lead to modifications of the flyer to align with task or organisational requirements.
8 Meet with your assessor and answer the following interview questions:
a. How does the format and style of your flyer meet task requirements? Explain your design and ask for feedback to demonstrate your ability to clarify design needs.
b. Describe at least one instance where you used manuals or online help with respect to:
i. input devices ii. software.
Specifications
You must submit:
a print-out of the sales flyer soft copies of:
the PowerPoint presentation file, named as follows: [Your initials] Sales Material ddmmyy o the PowerPoint show file, named as follows: [Your initials] Sales Material Show ddmmyy o the sales flyer file, named as follows: [Your initials] Sales Flyer ddmmyy
marked-up drafts of the sales flyer.
Your assessor will be looking for:
selecting and using appropriate technology and software applications to produce required business documents selecting layout and style of publication, according to information and organisational requirements
ensuring document designs are consistent with company and/or client requirements, using basic design principles discussing and clarifying format and style with person requesting document/publication
identifying, opening and generating files and records according to task and organisational requirements
designing documents to ensure efficient entry of information and to maximise the presentation and appearance of information using a range of functions to ensure consistency of design and layout operating input devices within designated requirements completing document production within designated timelines, according to organisational requirements
checking documents produced to ensure they meet task requirements for style and layout storing documents appropriately and saving documents to avoid loss of data
using manuals, training booklets and/or help-desks to overcome basic difficulties with document design and production
proofreading documents for readability, accuracy and consistency in language, style and layout prior to final output making any modifications to documents to meet requirements
naming and storing documents in accordance with organisational requirements and exit the application without data/loss damage printing and presenting documents according to requirements.
BSBIT(J306 V2ø0
Appendix 1 — Sale items
Sale details:
Commences: 1 1 th October 201 1
• Finishes: 24 October 2011
Children's books
Charlotte's Web by EB White (paperback), now $2 off at $15.95.
Goosebumps Series by RL Stein, reduced by 10%.
Good Night Moon by M Wise Brown, was $29.95 now $25.95
Fuzzy Yellow Ducklings by M Van Fleet, was $30.95 now $28.95
Very Hungry Caterpillar by E Carle, was $40.95 now $37.95.
Teen fiction
10% off all Harry Potter by JK Rowling (paperbacks).
Stargirl by Jerry Spinelli, reduced from $19.95 to $14.95
Tomorrow series by J Marsden (paperbacks), were $21 .95 each now $18.95 each.
General fiction
Op Centre by T Clancy (paperback), was $22.95 now $20.95
Cloudstreet by T Winton, reduced from $29.95 to $26.95
Don't Look Back by K Fossum and Dead Aim by I Johansen, both reduced by 10%
Classic books
All classic novels reduced by 10% including•
• The Picture of Dorian Gray by O Wilde.
• Wuthering Heights by E Bronte.
• Emma by J Austen.
• Brave New World by A Huxley.
Science fiction and fantasy
• 10% off the following S Douglass series:
• The Crucible (includes The Nameless Day, The Wounded Hawk and The Crippled Angel).
• DarkGlass Mountain saga (includes The Serpent Bride, the Twisted Citadel and The Infinity Gate).
• Jurassic Park by M Crichton, was $18.95 now $16.45
• Hitchhikers Guide to the Galaxy by D Adams, now $5 off at $26.95
'12.0
Appendix 2 — Covers style guide
Fonts/Styles
style Details and Sample
Heading 1 Main Headings — Calibri 16, Bold. Title Case
Paragraph spacing before and after 12 pt
Heading 2 Sub Heading 1 — Calibri 14, Bold. Title Case
Paragraph spacing before and after 6 pt
Heading 3 Sub Heading 2 — Calibri 12, Bold. Sentence case
Paragraph spacing before and after 6 pt
Normal Normal text — Calibri 12
Paragraph spacing before and after 3 pt
Logo
Size: 230 mm x 538 mm
COVERS BOOKS
Fuel your imagination Location: Left-hand side of header
Page Layout
Margins Top and Bottom: 2.3 cm
Left and Right: 2.5 cm
Header and Footer Header: 0.5 cm
Footer: 1.25 cm
Signatures
script MT Bold, 12 pt DJ Mathis
Letters
Header (as per template)
Logo positioned at the left side of header, first page only
Company details and address, right justified'
Covers Books
16 Main Street
South Central 9010 www.covers.com.au
BSBlTtJ306 V2.()
Body
Text Type Details and Sample
Numbers Numbers zero to nine in words.
Numbers 10 and above in figures.
Exceptions — number ranges, for example 1-2 days.
Dates Write months out in full.
Use four-digit year.
Example: 1 June 2010
Bulleted lists Bulleted lists should contain no more than two levels.
• Level one should have an indent of 0.63
Hanging indent of 0.63
• Line spacing before and after of 3 pt
Start each point with a capital letter
• No punctuation
Do not allow bulleted lists to run across multiple pages
O Level two should have an indent of 1 .26
O Hanging indent if 0.63
Numbered lists Numbered lists should contain no more than two levels:
1 Level one should use Arabic numbers with an indent of 0.63
2 Hanging indent of 0.63
3. Line spacing before and after 3 pt
4, Start each point with a capital letter
5. No punctuation
a. Level two should use alphabetical characters with an indent of 1.26
b. Hanging indent of 0.63
Color Do not use color for fonts or highlighting unless directed.
Tables Use tables where noted in templates.
Tables should have a heading for each column and heading rows should repeat where tables cross more than one page.
Do not allow rows to break across pages
Leave two spaces after each sentence. One space after other punctuation marks.
Do not indent text.
All text to be left justified
Language to be set to English (Australian).
'12.0 Il
Other documents and reports
Information Details
Templates All internal documents must be prepared using any relevant template
Headers and footers Company logo should appear in the top left side of the header
The document type (e.g. meeting agenda, fax, etc.) should appear in the top right side of the header.
The footer should include the page number and number of pages on the righthand side of the footer.
The document date should appear on the left-hand side of the footer.
Naming and saving files All files should be saved to the shared drive to ensure they are backed up No files should be saved to the 'C' drive.
Files should be saved using the document name and the date. For example, a meeting agenda for a meeting on 1 March 2010 would be saved as 'Meeting Agenda 01032010'
General All other formatting is as for letters where applicable. For example, bullets numbered lists, dates, numbers spacing, etc.
Presentations
Slide header (as per template)
• Logo positioned at the left side of header, first page only.
• Single blue line across top of each slide.
Information Details
Templates All presentations must be prepared using the relevant template and using the inbuilt styles.
Title slide Main heading — Calibri 44, centred
Sub heading — Calibri 32, centred
Content slides Slide title — Calibri 44, centred
Maximum of seven bullets per screen
Font sizes for text:
Level 1 - Calibri 32
Level 2- Calibri 28 Level 3 - Calibri 24
Graphics Use of graphics such as tables, charts and pictures is allowed where appropriate.
Limit use to one large or up to three small graphics per slide.
Can use text in addition to graphics, provided layout is in two columns.
BSBITtJ306
Marketing materials
Marketing materials only need to comply with the style guide and template requirements in the areas specifically requested for the marketing item.
For example, if the marketing material is a client newsletter, the request may only ask for the standard fonts (as detailed for letters) and also that the logo be used. All other aspects of this style guide will therefore not need to be applied to this request.
V2.o
ASSESSMENT 2 - STUDENT INFORMATION
This information is to be handed to each student to outline the assessment requirements
Instructions for Students:
Whilst researching and writing your project it is important to.
Read the Assessment description carefully.
Assessment should be in a Word format.
Assemble and analyze a set of sources that you have determined are relevant to the issues you are investigating
Acknowledge clearly when and how you are drawing on the ideas or phrases of others;
Consult your instructors when you are unsure about how to acknowledge the contributions of others to your thought and writing
Read the Plagiarism policy and procedure carefully to understand the consequences that you could face if your work is plagiarized.
Student can seek clarification regarding the assessment required to be done.
Students can ask for reasonable time from Assessor for preparation of project or Assessment. Students can seek information on additional reading material and reference for completion of the assessments.
Students with special needs can seek assistance from Assessors depending upon the nature of the need
Submit this document
Assessment Requirement
• You need to answer all questions of the Project task
Performance objective
Candidates must demonstrate the knowledge skills and abilities required to select and prepare resources for creating business documents, and to design, produce and finalise documents using standard computer software applications (Microsoft Office 2007 for Windows or Mac equivalent).
Assessment description
You are required to use MS Office to prepare client letters for Covers Books (see below) using the provided style guide, template and information Covers Books
Covers Books is a small bookstore located in a local shopping precinct owned by DJ Mathis. Operating for just over two years, Covers Books specialises in fiction books and has built up a steady business, with many repeat customers from the local area. The business recently introduced a new loyalty card program, and needs a standard letter with a tear-off voucher to be created and then issued to clients who meet the eligibility criteria.

Procedure
1 DJ Mathis, the owner of Covers Books, introduced a loyalty card program, Readers, approximately six months ago. As part of the program, members that have accrued 200 points or more are eligible to receive a 10% discount voucher. Your first task is to create a spreadsheet to record customer information for the loyalty program.
a. Use the client information (see Appendix 1) to create a spreadsheet for recording customer information. The spreadsheet will also be used as part of a mail merge process to create letters for relevant clients,
b. Save the file using the following format: [Your initials] Readers Program Client List ddmmyy. For example, 'DP Readers Program Client List 010610'
2. Vouchers will be attached to a letter mailed out to eligible members. As this is the first month that clients are eligible, you are required to create the standard letter and voucher template.
a. Use the style guide (Appendix 2), the letter template file (provided by your assessor) and the Readers letter information (Appendix 3) to prepare a standard letter with tear-off voucher to be issued to the client.
b. The letter (and voucher) will need to be printed on a single-sided A4 page, in portrait layout.
c. The tear-off voucher needs to appear at the bottom of the letter, and should be at least 21 cm 6 cm
d. The letter will need to be formatted so that it can be populated (using mail merge) with relevant customer information from the spreadsheet you created in Step 1
e. You will need to ensure that the formatting of the letter complies with the style guide requirements (Appendix 2).
f. Preview and proofread the document
g. . Print a copy of the master letter.
h. Save the master letter as a template using the following format: [Your initials] Readers Program Reward Letter ddmmyy.
For example, 'DP Readers Program Reward Letter 010610'
3. Using the template, you have created and the client information file, you need to prepare letters for eligible members.
a. Identify the eligible members from the client list.
b. Use the template and client file to prepare a letter (and voucher) for each eligible member.
c. Save each letter using the following format: [Your initials] Readers Program Reward Letter [member last name].
For example 'DP Readers Program Reward Letter Sullivan
4 Submit files to your assessor with the hard copy of your master letter.
Specifications
You must submit.
a print-out of the master letter
soft copies of the following files:
O the client information file, named as follows: [Your initials] Readers Program Client List ddmmyy.
V2ao
O the master letter template, named as follows: [Your initials] Readers Program Reward Letter ddmmyy
a letter for each eligible member, named as follows: [Your initials] Readers Program Reward Letter [member last name]
Your assessor will be looking for:
Selecting and using appropriate technology and software applications to produce required business documents.
Selecting layout and style of publication, according to information and organisational requirements.
Ensuring document designs are consistent with company and/or client requirements, using basic design principles
Identifying, opening and generating files and records according to task and organisational requirements.
Designing documents to ensure efficient entry of information and to maximise the presentation and appearance of information
Using a range of functions to ensure consistency of design and layout.
Completing document production within designated timelines, according to organisational requirements.
Checking documents produced to ensure they meet task requirements for style and layout.
Storing documents appropriately and saving documents to avoid loss of data.
Making any modifications to documents to meet requirements
Naming and storing documents in accordance with organisational requirements, and exit the application without data/loss damage
Printing and presenting documents according to requirements.
Adjustment for distance-based learners:
Requirements are the same as above.
Answers may be electronically transmitted to the assessor, for example via email.
Your assessor will provide you with additional information on how you can meet these requirements.
Appendix 1 — Client list
Member No. First name Last name Mailing address Suburb post code Pts Total
1 Paul Sullivan 1 Station St South Central 9010 246

2 Angela 27 David Bayside 9011 242
3 Carrie Svenson 16 Park Rd McLeod
Heights 9013 132
4 Joseph Santos 3 Green Crt Bayside 9011 198
5 Connie McCallister 2/74 North St East Village 9012 146

6 Andrew Burns 6/22 Charles St South Central 9010 102
7 Rita Yang 19 Carrington Rd East Village 9012 122
8 Jessica Craig 8 Church Road East Village 9012 146
9 David Lee 69 St John's Rd Bayside 9011 206
10 Camero
n Jenkins 24 Park Rd East Village 9012 98
11 sally Di Natale 2 Green Crt McLeod
Heights 9013 220
12 Natalie Johnson 4 Manchester Rd South Central 9010 152
Appendix 2 — Covers style guide
Fonts/StyIes
Style Details and Sample
Heading 1 Main Headings — Calibri 16, Bold. Title Case
Paragraph spacing before and after 12 pt
Heading 2 Sub Heading 1 — Calibri 14, Bold. Title Case
Paragraph spacing before and after 6 pt
Heading 3 Sub Heading 2 — Calibri 12, Bold. Sentence case
Paragraph spacing before and after 6 pt
Normal Normal text — Calibri 12
Paragraph spacing before and after 3 pt
Logo
Size: 230 mm x 538 mm
COVERS BOOKS
Fuel your imagination Location: Left-hand side of header
Page Layout
Margins Top and Bottom: 2.3 cm
Left and Right: 2.5 cm
Header and Footer Header: 0.5 cm
Footer: 1.25 cm

Signatures
script MT Bold, 12 pt DJ Mathis
Letters Header (as per template)
• Logo positioned at the left side of header, first page only Company details and address, right justified
Covers Books 16 Main Street South Central 9010 www.covers.com.au
Body
Text Type Details and Sample
Numbers Numbers zero to nine in words.
Numbers 10 and above in figures.
Exceptions — number ranges, for example 1-2 days.
Dates Write months out in full Use four-digit year.
Example: 1 June 2010
Bulleted lists Bulleted lists should contain no more than two levels.
Level one should have an indent of 0.63
Hanging indent of 0.63
Line spacing before and after of 3 pt
Start each point with a capital letter
No punctuation
Do not allow bulleted lists to run across multiple pages
O Level two should have an indent of 1 .26 o Hanging indent if 0.63
Numbered lists Numbered lists should contain no more than two levels:
6 Level one should use Arabic numbers with an indent of 0.63
7. Hanging indent of 0.63
8 Line spacing before and after 3 pt
9 Start each point with a capital letter
10 No punctuation
c. Level two should use alphabetical characters with an indent of 1.26
d. Hanging indent of 0.63
Colour Do not use colour for fonts or highlighting unless directed.
Tables Use tables where noted in templates.
Tables should have a heading for each column and heading rows should repeat where tables cross more than one page. Do not allow rows to break across pages.
Text Type Details and Sample
Leave two spaces after each sentence. One space after other punctuation marks.
Do not indent text.
All text to be left justified.
Language to be set to English (Australian).
Other documents and reports
Information Details
Templates All internal documents must be prepared using any relevant template.
Headers and footers Company logo should appear in the top left side of the header
The document type (e.g. meeting agenda, fax, etc.) should appear in the top right side of the header.
The footer should include the page number and number of pages on the righthand side of the footer.
The document date should appear on the left-hand side of the footer.
Naming and saving files All files should be saved to the shared drive to ensure they are backed up
No files should be saved to the 'C' drive.
Files should be saved using the document name and the date. For example, a meeting agenda for a meeting on 1 March 2010 would be saved as 'Meeting Agenda 01032010'
General All other formatting is as for letters where applicaþle. For example, bullets numbered lists, dates, numbers spacing, etc.
Presentations
Slide header (as per template)
Logo positioned at the left side of header, first page only.
• Single blue line across top of each slide.
Information Details
Templates All presentations must be prepared using the relevant template and using the inbuilt styles.
Title slide Main heading — Calibri 44, centred
Sub heading — Calibri 32, centred
Content slides Slide title — Calibri 44, centred
Maximum of seven bullets per screen
Font sizes for text:
Level 1 — Calibri 32
Level 2 — Calibri 28
Level 3 — Calibri 24
Information Details
Graphics Use of graphics such as tables, charts and pictures is allowed, where appropriate.
Limit use to one large or up to three small graphics per slide.
Can use text in addition to graphics, provided layout is in two columns.

Marketing materials
Marketing materials only need to comply with the style guide and template requirements in the areas specifically requested for the marketing item.
For example, if the marketing material is a client newsletter, the request may only ask for the standard fonts (as detailed for letters) and also that the logo be used. All other aspects of this style guide will therefore not need to be applied to this request.
Appendix 3 — Readers program reward letter Letter text:
Congratulations for achieving a reward with the Covers Books 'Readers' program
By using your card with each purchase, you have now earned enough points to qualify for a 10% discount off a full priced item*
To claim your discount, you will need to present the voucher attached to this letter and your Readers program card, with your purchase, at the start of the sales transaction.
Please take care with this voucher as lost, stolen or expired vouchers cannot be replaced.
We hope that you will continue to find this program rewarding and look forward to your next visit to our store.
* Discount vouchers are not transferable and cannot be applied to the purchase of gift vouchers iTunes cards or phone cards
** Where multiple items are purchased in the same transaction, discount will be applied to the cheapest full-priced item.
All letters are to be signed by DJ Mathis. Voucher text:
Date issued: [date] Expires 12 months from date of issue
This voucher entitles Readers member [name], (membership number [membership number]) to a 10% discount on one full-priced item at Covers Books; when presented with the previously mentioned Readers program membership card.

This discount cannot be transferred and cannot be applied to the purchase of gift vouchers, iTunes cards or phone cards. Where multiple items are purchased in the same transaction, discount will be applied to the cheapest full-priced item.
Lost or stolen vouchers cannot be replaced.

ASSESSMENT 3 - STUDENT INFORMATION
This information is to be handed to each student to outline the assessment requirements
Instructions for Students:
Whilst researching and writing your project it is important to:
Read the Assessment description carefully.
Assessment should be in a Word format.
Assemble and analyze a set of sources that you have determined are relevant to the issues you are investigating.
Acknowledge clearly when and how you are drawing on the ideas or phrases of others
Consult your instructors when you are unsure about how to acknowledge the contributions of others to your thought and writing
Read the Plagiarism policy and procedure carefully to understand the consequences that you could face if your work is plagiarized.
Student can seek clarification regarding the assessment required to be done.
Students can ask for reasonable time from Assessor for preparation of project or Assessment. Students can seek information on additional reading material and reference for completion of the assessments.
Students with special needs can seek assistance from Assessors depending upon the nature of the need
• Submit this document
Assessment 3 —Quarterly results- Project
Assessment Requirement
• You need to answer all questions of the Project task
The candidate must demonstrate the knowledge, skills and abilities required to select and prepare resources for creating business documents and to design, produce and finalise documents using standard computer software applications (Microsoft Office 2007 for Windows, or Mac equivalent).
Assessment description
You are required to use Microsoft Office to prepare a spreadsheet, charts and a related presentation on the quarterly results for Covers Books (see below) using the provided style guide, template and information.
Covers Books
Covers Books is a small bookstore located in a local shopping precinct owned by DJ Mathis. Operating for just over two years, Covers Books specialises in fiction books and has built up a steady business, with many repeat customers from the local area. DJ has asked you to set up a spreadsheet to record results for the current and previous quarters, and to create a short presentation on the results for the next staff meeting.
Procedure
1. Design and create a spreadsheet to record the results information (provided in Appendix 1).
a. Enter the information into your spreadsheet.
b. Save the file using the following format: [Your initials] Covers Quarterly Results ddmmyy. For example, 'DP Covers Quarterly Results List 010610
V2øo
2. In its current format, the data is difficult to understand and explain. DJ, the owner, has asked that you use some of the inbuilt functions to present the information in a more 'user-friendly' manner. In particular, he has asked that the following be easily identified:
a. The percentage of sales in each category for the current quarter.
b. How the current quarter's sales compare to the last quarter, by category?
c. The book categories where the current quarter's sales are greater than the previous quarter.
d. The net income for this quarter, compared to the previous quarter.
e. A list of the expenses that are less this quarter, compared to the previous quarter.
f. Save the changes to your file.
3. Design and create a presentation to present the current quarter's performance to staff, using the PowerPoint template provided by your assessor.
a. Your presentation should include:
i. a title slide ii. at least two different styles of tables iii. at least two different styles of charts.
b. Ensure that your presentation complies with the provided style guide (Appendix 1).
c. Ensure that the following information is included.
an overview of the total sales, expenses and net income for the current quarter ii. a chart showing the percentage of sales in each category for the current quarter iii. a chart comparing the current quarter's sales to the previous quarter, by category
iv. a table identifying the book categories where the current quarter's sales are greater than the previous quarter, and showing the amounts for each
v. a chart showing the net income for the current quarter, compared to the previous quarter vi. a table listing the expenses that are less this quarter, compared to the previous quarter.
d. Prepare a staff handout that includes four slides per page, a document title at the top of the first page, and the date and page numbers at the bottom of the page.
e. Print at least one copy of the staff handout.
f. Save the file using following format: [Your initials] Results Presentation ddmmyy. For example
'DP Results Presentation ddmmyy'
Specifications

You must submit:
• a print-out of the presentation handout
• soft copies of the following files:
• the results spreadsheet, named as follows: [Your initials] Covers Quarterly Results ddmmyy o a presentation file named as follows: [Your initials] Results Presentation ddmmyy.
Your assessor will be looking for evidence that you can:
• present documents according to requirements
Appendix 1 Client list Results
CATEGORY/SALES Previous Quarter This quarter
Children's Fiction $14,267.00 $13,359.00
Teenage Fiction $15,608.00 $16,857.00
General Fiction $21 , 182.00 $21 ,591 .00
Science Fiction and Fantasy $10,558.oo $9,029.00
Romance $1 1 ,393.oo $12,603.00
True Crime and Thriller $10,609.oo $9,922.00
Classics $7,371 .00 $7,108.00
Total Sales $90,988.00 $90,469.00
EXPENSES
Advertising $2,000.00 $2,000.00
Interest Paid $734.00 $754.00
Office Supplies $1 859.00 $1708.00
Rent $7,500.00 $7,500.00
Salaries $24,897.00 $21 898.00
Taxes and Licences $3,152.00
Telephone $621.00 $647.00
Utilities $1 ,898.oo $1 436.00
Total Expenses $42,661.00 $35,943.00

NET INCOME 48,327.00 $54,526.00

Appendix 2 — Covers style guide
Fonts/Styles
Style Details and Sample
Heading 1 Main Headings — Calibri 16, Bold. Title Case
Paragraph spacing before and after 12 pt
Heading 2 Sub Heading 1 — Calibri 14, Bold. Title Case
Paragraph spacing before and after 6 pt
Heading 3 Sub Heading 2 — Calibri 12, Bold. Sentence case
Paragraph spacing before and after 6 pt
Normal Normal text — Calibri 12
Paragraph spacing before and after 3 pt
Logo
Size: 230 mm x 538 mm
COVERS BOOKS
Fuel your imagination Location: Left-hand side of header
Page Layout
Margins Top and Bottom: 2.3 cm
Left and Right: 2.5 cm
Header and Footer Header: 0.5 cm
Footer: 1.25 cm
Signatures
script MT Bold, 12 pt DJ Mathis
Letters
Header (as per template)
Logo positioned at the left side of header, first page only
Company details and address, right justified
Covers Books
16 Main Street
South Central 9010 www.covers.com.au
'12.0
Body
Text Type Details and Sample
Numbers Numbers zero to nine in words.
Numbers 10 and above in figures.
Exceptions — number ranges, for example 1-2 days.
Dates Write months out in full.
Use four-digit year.
Example: 1 June 2010
Bulleted lists Bulleted lists should contain no more than two levels.
Level one should have an indent of 0.63
Hanging indent of 0.63
Line spacing before and after of 3 pt
Start each point with a capital letter
No punctuation
Do not allow bulleted lists to run across multiple pages
O Level two should have an indent of 1.26 o Hanging indent if 0.63
Numbered lists Numbered lists should contain no more than two levels.
1 1 Level one should use Arabic numbers with an indent of 0.63
12 Hanging indent of 0.63
1 3 Line spacing before and after 3 pt
14 Start each point with a capital letter
1 5. No punctuation
e. Level two should use alphabetical characters with an indent of 1.26
f. Hanging ihdent of 0.63
Color Do not use color for fonts or highlighting unless directed.
Tables Use tables where noted in templates.
Tables should have a heading for each column and heading rows should repeat where tables cross more than one page
Do not allow rows to break across pages.
General Leave two spaces after each sentence. One space after other punctuation marks.
Do not indent text.
All text to be left justified
Language to be set to English (Australian).

Other documents and reports
Information Details
Templates All internal documents must be prepared using any relevant template
Headers and footers Company logo should appear in the top left side of the header
The document type (e.g. meeting agenda, fax, etc.) should appear in the top right side of the header.
The footer should include the page number and number of pages on the righthand side of the footer.
The document date should appear on the left-hand side of the footer.
Naming and saving files All files should be saved to the shared drive to ensure they are backed up No files should be saved to the 'C' drive.
Files should be saved using the document name and the date. For example, a meeting agenda for a meeting on 1 March 2010 would be saved as 'Meeting Agenda 01032010'
General All other formatting is as for letters where applicable. For example, bullets, numbered lists, dates, numbers spacing, etc.
Presentations
Slide header (as per template)
• Logo positioned at the left side of header, first page only.
• Single blue line across top of each slide
Information Details
Templates All presentations must be prepared using the relevant template and using the inbuilt styles.
Title slide Main heading — Calibri 44, centred
Sub heading — Calibri 32, centred
Content slides Slide title — Calibri 44, centred
Maximum of seven bullets per screen Font sizes for text:
Level 1 — Calibri 32
Level 2 — Cali bri 28
Level 3 — Calibri 24
Graphics Use of graphics such as tables, charts and pictures is allowed where appropriate.
Limit use to one large or up to three small graphics per slide Can use text in addition to graphics, provided layout is in two columns.
Marketing materials
Marketing materials only need to comply with the style guide and template requirements in the areas specifically requested for the marketing item.
For example, if the marketing material is a client newsletter, the request may only ask for the standard fonts (as detailed for letters) and also that the logo be used. All other aspects of this style guide will therefore not need to be applied to this request.