Assessment Event: Case Study

In this assessment you will undertake a number of tasks associated with planning, drafting and producing a complex business document using a word processing software and other type of software where required. The focus is on gathering the requirements of the document to accurately produce it adhering to the organisational style guide provided. This involves undertaking a simulation to demonstrate your:

• interpersonal skills to effectively listen and question to clarity document requirements
• technical skills to design and develop the document based on specific design and task specifications
• task completion skills to draft and finalise content in accordance with document requirements and genre
• Ability to follow organisational style guide to maintain consistency of style, design and layout.

Simulation Brief

The simulations centre on your role as a Document Management Specialist. The focus is on assessing your current competence in planning and producing an organisational report (Industry Report) through preparing its content based on organisational data, information and knowledge. The two simulations are as follows:

Simulation 1: Determine Document Requirements in Consultation with The Marketing Manager

In Simulation 1, you interact with the Marketing Manager to determine document requirements for the Industry Report.

Simulation 2: Produce the Industry Report

In Simulation 2, you will produce the Industry Report based on the document requirements you will have confirmed with the Marketing Manager in Task 1.

Task 1: Plan Documents

In this task you will demonstrate your interpersonal skills in listening and questioning to determine the requirements for the Industry Report. To do this, you will meet with the Marketing Manager. During this meeting, you will be asking questions to the Marketing Manager to clarify the specifications and note your findings into the Client Interview Form (this is Task 1.1.). Your assessor will observe your actions in this meeting.

1.1 Meet with the Client

1.2 Draft Client Requirements Document

1.3 Seek approval for the Client Requirements Document

Task 2: Draft Text

In this task, you will draft the text for the Industry Report using the data and information you have been provided by the client. In this task, your role as the Document Management Specialist is limited to drafting text only; therefore, you will not apply design elements. Note that this task involves you to include other content elements as specified in the tasks that follows.

2.1 Review and organise available data, information and knowledge according to proposed structure and content

2.2 Create the chart

2.3 Create the diagram

2.4 Include tables as appropriate

Task 3: Prepare Final Text

In this task, you will review the content you created in Task 2 and sought approval from the client. Note that by the end of this task, you will have finalised your content for the Industry Report. You will then use this content to produce the document in Task 4.

Note that you are still working on preparing your content, therefore, your use of design elements will be limited to applying font and heading styles. Once your content is approved by the client, you will then produce the Industry Report using design elements in Task 4.

3.1 Style the draft text

3.2 Proofread the draft text

3.3 Ensure draft text is approved by the Marketing Manager

Task 4: Finalise Document

In this task, you will produce the Industry Report using the text approved by the client and applying appropriate word processing software features.

4.1 Produce Document

4.2 Ensure document is approved by the Marketing Manager

Attachment:- Assignment Files.rar