BSBWRT311 : Write Simple Documents Assesment

Assessment Instructions

Assessment Details

Assessment Overview

The objective of this assessment is to assess your knowledge and performance in planning, drafting, and finalising documents.

Instructions for This Assessment

This is a project-based assessment that assesses your knowledge and performance of the unit.
This assessment is in one part:

• Plan, draft, and finalise documents

It is supported by:

• Assessment checklist

• Assessment feedback

Note:
This assessment may contain links to external resources. If a link does not work, copy and paste the URL directly into your browser.

Submission Instructions

• On completion of this assessment, submit it to your Teacher/Assessor for marking.

• Where possible, submit and upload all required files via the TAFE NSW online learning platform.

• Keep a copy of all electronic and hardcopy assessments.

• Complete the assessment declaration when submitting the assessment.

What Do I Need to Do to Achieve a Satisfactory Result?

• Answer all questions correctly.

• If a resit is required, it will be conducted at an agreed time after a revision period.

What Do I Need to Provide?

• TAFE NSW student account username and password.

• Computer or other device with word processing software and internet access.

• Writing materials (if required).

• Classroom students may use classroom computers or their own computers.

• Refer to the teacher for guidance.

What the Teacher/Assessor Will Provide

Access to:

• Relevant legislation, regulations, standards, and codes.

• Workplace documentation and resources.

Due Date, Time Allowed, Location

• Submit by the due date (check Learning Plan or ask your teacher).

• Time allowed: 4 hours (indicative only).

• Can be completed in or out of class.

Assessment Feedback, Review or Appeals

• All students have the right to appeal under the TAFE NSW policy Manage Assessment Appeals .

• Appeals must be lodged within 14 working days of receiving the result.

• Contact your Teacher/Assessor, Head Teacher, or Student Administration Officer for appeals procedures.

Specific Task Instructions

Your Teacher/Assessor will use the instructions and criteria in the tasks to determine if you have satisfactorily completed this assessment.
Use these instructions as a guide to demonstrate your knowledge and skills.

Part 1: Plan, Draft, and Finalise Documents

The manager of Beautiful Ferns has asked you to create:

1. A Letter

2. An Email

3. An Invoice

Task Description

1. The client owes $220.25 for flowers purchased on Valentine’s Day at the shop.

   • Create an invoice showing the amount owed, client’s name, and invoice number.

2. Create a thank-you letter to express appreciation for choosing Beautiful Ferns.

3. The email must include a catalogue of all available flowers:

   • List flower names, prices, and pictures to encourage return business.

Task 1 – Plan Each Document Questions

1. Who is the audience for each document?

2. What is the purpose of each document?

3. What format, style and structure will you use for each document?

4. How will you ensure that you are following all the required organisational policies and procedures while planning each document?

5. What are the key points for inclusion for each document?

6. What is the order of priority for the documents you need to prepare?

Task 2 – Draft Each Document Questions

1. What points should be addressed while drafting each document?

2. Create a basic checklist for each document to make sure that the draft meets document purposes and requirements.

3. What additional information, if required, is needed for each document?

4. What feedback have you obtained from your teacher/supervisor about additional information you may require or any areas of further improvement?

Brief Summary of Assessment Requirements

The objective of this assessment is to evaluate the student’s ability to plan, draft, and finalise documents in a workplace context. The assessment focuses on producing three key documents for a fictional business, Beautiful Ferns:

1. A Letter of Appreciation (thank-you letter).

2. An Email with a Flower Catalogue.

3. An Invoice for outstanding payment.

The assessment is project-based and includes detailed planning, drafting, and finalising tasks supported by an assessment checklist and feedback mechanisms. To achieve a satisfactory result, the student must:

• Correctly answer all planning and drafting questions.

• Follow the correct document structure, style, and organisational policies.

• Provide accurate content based on a given scenario (client owes $220.25 for flowers purchased on Valentine’s Day).

• Submit the completed work through the TAFE NSW platform, including the assessment declaration.

Step-by-Step Approach Guided by the Academic Mentor

Step 1: Understanding the Assessment Brief

The academic mentor began by reviewing the assessment overview and instructions with the student to clarify:

• The objective of planning, drafting, and finalising professional documents.

• The types of documents required (letter, email, invoice).

• Submission guidelines and importance of adhering to due dates.

Step 2: Planning the Documents

The mentor guided the student to approach the planning phase by answering these critical questions:

• Who is the audience?
   For the letter and invoice, the audience is the client who purchased flowers.
   For the email, the audience includes current and potential customers.

• What is the purpose?
   The letter expresses appreciation, the invoice requests payment, and the email promotes additional products.

• What format, style, and structure are appropriate?
   Professional letter format for the letter and invoice, structured email format with images and bullet points for the catalogue.

• How to ensure adherence to organisational policies?
   Consult workplace templates and refer to relevant legislation and codes provided by the Teacher/Assessor.

• Key points to include?
   Client’s name, amount owed, catalogue details (flower names, prices, images).

• Order of priority?
   Start by preparing the invoice (financial importance), then the letter, and finally the promotional email.

This structured planning ensured a strong foundation before drafting.

Step 3: Drafting the Documents

Under the mentor’s supervision, the student addressed key drafting considerations:

• What content should be included to meet document purposes.

• Developed a basic checklist for each document to confirm:
   - Accurate contact information.
   - Clear item descriptions in the invoice.
   - Polite tone in the thank-you letter.
   - Eye-catching, well-organised flower catalogue in the email.

The student also identified additional information needed (e.g., accurate flower images and prices) and sought feedback from the academic mentor to improve clarity, tone, and completeness.

Step 4: Finalising the Documents

The academic mentor reviewed the drafts with the student, focusing on:

• Ensuring no spelling or grammatical errors.

• Correct formatting (aligned to professional standards).

• Inclusion of all required details (invoice number, client name, total amount, contact information).

• Presentation of the flower catalogue with images and prices in a professional and attractive layout.

The student incorporated the feedback and finalised the documents.

Final Outcome and Learning Objectives Achieved

The final outcome consisted of:

1. A professionally structured Invoice showing:
    - Invoice number.
    - Client name.
    - Amount owed ($220.25).

2. A polite and clear Thank-you Letter showing appreciation and encouraging future business.

3. A visually appealing Email Catalogue listing flower types, prices, and images.

The key learning objectives covered were:

• Application of correct document planning techniques.

• Drafting documents with purpose, audience, format, and structure in mind.

• Incorporating workplace policies and procedures.

• Finalising documents through thorough review and corrections.

• Enhancing professional communication skills for business contexts.

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