FNS40222: Certificate IV in Accounting and Bookkeeping

Assessment Overview

Task 1 – Email

You are working for MyBiz.
You have been asked to write an email to all staff encouraging them to join the Staff Social Club. Benefits include social events such as: drinks, going to restaurants, movies, picnics and at the end of the year the Staff Christmas Party. The cost is $5.00 per week, and it can be deducted from your pay. It is a great way to get to know your colleagues and have fun. You must use your student email account in Outlook to create this email. Copy your manager into this email.

Plan your email using the Planning sheet in Blackboard. You must:

a. Determine audience and purpose of the document.
b. Determine the format and structure.
c. Establish key points of information to be included.
d. Identify organisational requirements for this type of document. (refer to MyBiz policies and procedures)
e. Establish method of communication.
f. Establish means of communication.

Save your planning document as Task 1 Plan Familyname.docx.

Draft your email using your student email account. Make sure you include an appropriate Subject line for the email.

g. Develop draft document to communicate key points.
h. Obtain and include any additional information that is required.

Take a print screen of your original draft and save to a Word document with the file name Task 1 Draft Familyname.docx.

Review the document. Use the checklist provided in Blackboard, to perform your own checks on the following:

i. Check draft for suitability of tone for audience, purpose, format and communication style.
j. Check draft for readability, grammar, spelling and sentence and paragraph construction.
k. Check draft for sequencing and structure.
l. Check draft to ensure it meets organisational requirements (Style Guide).
m. After you have completed your own checks, have your draft proofread by your lecturer.

Complete and save the Proofing Checklist as Task 1 Checklist Familyname.docx.

Finalise the document.

n. Make and proofread all necessary changes.
o. Take a print screen of the final email and save to a Word document with the file name Task 1 Final Familyname.docx.
p. Submit the following 4 documents in Blackboard Assessments/Write Simple Documents / Ass 4 Document Portfolio / Task 1 Email:

• Task 1 Plan Familyname.docx

• Task 1 Draft Familyname.docx

• Task 1 Checklist Familyname.docx

• Task 1 Final Familyname.docx

Task 2 – Letter

You are working at MyBiz.
You have received the following letter from an angry customer.

You investigate the complaint and find that the order was not sent because the queen bed size sheet set was out of stock. The customer service department should have called the customer to ask if they would like to select a different style that is in stock or prefer to wait. No-one called. When the customer called last week, the order had not been sent so they were given incorrect information. The products are now in stock and can be sent by courier at no cost to the customer. They will arrive the next day. You check with your supervisor and have been given authority to refund the delivery cost and offer a 20% discount on the next order with coupon code C18315.

Plan your reply using the Planning Sheet in Blackboard. You must:

a. Determine audience and purpose of the document.
b. Determine the format and structure.
c. Establish key points of information to be included.
d. Identify organisational requirements for this type of document.
e. Establish method of communication.
f. Establish means of communication.

Save your planning document as Task 2 Plan Familyname.docx.

Draft your reply using the letter template of MyBiz in Blackboard (under Assessment 4).

g. Develop draft document to communicate key points.
h. Obtain and include any additional information that is required.

Save your original draft as Task 2 Draft Familyname.docx.

Review the document. Use the checklist provided in Blackboard, to perform your own checks on the following:

i. Check draft for suitability of tone for audience, purpose, format and communication style.
j. Check draft for readability, grammar, spelling and sentence and paragraph construction.
k. Check draft for sequencing and structure.
l. Check draft to ensure it meets organisational requirements (Style Guide).
m. After you have completed yr own checks, have your draft proofread by your lecturer.

Finalise the document.

n. Make and proofread all necessary changes.
o. Save your final document as Task 2 Final Familyname.docx.
p. Submit the following documents in Blackboard Assessments/Write Simple Documents / Ass 4 Document Portfolio / Task 2 Letter:

• Task 2 Plan Familyname.docx

• Task 2 Draft Familyname.docx

• Task 2 Final Familyname.docx

Task 3 – Meeting Agenda

Prepare an agenda for the staff meeting using the MyBiz Agenda Template available in Blackboard (under Assessment 4). Remember to follow the organisational requirements as set out in the MyBiz Style Guide. Store your document in your OneDrive to ensure it is secure and you have online access.

Meeting Details:

• Date: Monday 4 Sept

• Time: 2 pm (Duration: 1 hour)

• Purpose: Staff meeting to discuss the official opening of a new business centre in North Perth

• Location: Boardroom, Level 5

Items for discussion include:

• Deciding how to organise the opening day (date and time)

• Events to take place on the day

• Food/drinks organisation

• Flyer creation

• Budget

• Any other items attendees suggest

Allocate time to each item to be discussed.

Participants:

• John Travolta (Chair)

• Nic Naitanui (General Manager)

• Luke Shuey (Finance Manager)

• Josh Kennedy (Accountant)

• Drew Barrymore (Business manager)

• Leigh Sales (Client Liaison Officer)

• James Dibble (Note taker)

Plan your agenda using the Planning sheet in Blackboard. You must:

a. Determine audience and purpose of the document.
b. Determine the format and structure.
c. Establish key points of information to be included.
d. Identify organisational requirements for this type of document.
e. Establish method of communication.
f. Establish means of communication.

Save your planning document as Task 3 Plan Familyname.docx.

Draft your agenda using the MyBiz Agenda Template.

g. Develop a draft document to communicate key points.
h. Obtain and include any additional information that is required.

Save your draft document with the file name Task 3 Draft Familyname.docx.

Review the document. Use the checklist provided in Blackboard, to perform your own checks on the following:

i. Check draft for suitability of tone for audience, purpose, format and communication style.
j. Check draft for readability, grammar, spelling and sentence and paragraph construction.
k. Check draft for sequencing and structure.
l. Check draft to ensure it meets organisational requirements (MyBiz Style Guide).
m. After you have completed your own checks, have your draft proofread by your lecturer.

Summary of Assessment Requirements

This assessment requires students to demonstrate their ability to plan, draft, proofread, and finalise workplace documents aligned with organisational requirements. The assessment consists of three tasks, each focusing on producing a different type of workplace document used at MyBiz:

Task 1 – Email Communication

Students must create a professional staff email encouraging colleagues to join the Staff Social Club.
Key requirements include:

• Planning the document using the Blackboard planning sheet

• Identifying audience, purpose, structure, key points, and organisational requirements

• Drafting the email using Outlook with a suitable subject line

• Reviewing the draft using the provided checklist

• Making required corrections and finalising the email

• Submitting the Plan, Draft, Checklist and Final documents

Task 2 – Customer Service Letter

Students must write a formal reply letter addressing a customer complaint.
Key requirements include:

• Investigating the complaint scenario and identifying correct information

• Planning the response using the planning sheet

• Drafting the letter using the MyBiz letter template

• Ensuring tone, grammar, structure, and organisational style compliance

• Completing the checklist, proofreading, and finalising the document

• Submitting the Plan, Draft, and Final versions

Task 3 – Meeting Agenda

Students must prepare a meeting agenda for the official opening planning of a new business centre.
Key requirements include:

• Reviewing meeting details: date, time, venue, participants and discussion items

• Planning the agenda using the planning sheet

• Drafting the agenda using the MyBiz Agenda Template

• Following the MyBiz Style Guide

• Completing a draft review, proofreading and finalising the agenda

• Submitting the Plan, Draft, and Final versions

How the Academic Mentor Guided the Student Through the Assessment

The Academic Mentor supported the student through a clear, structured, step-by-step learning process for each task. The approach ensured the student understood workplace documentation standards, planning requirements, communication etiquette, and proofreading techniques.

Understanding the Assessment

The mentor began by explaining:

• The purpose of each task

• The document type required (email, letter, agenda)

• The importance of planning before drafting

• The need to follow MyBiz organisational requirements (Style Guide, templates, tone)

The mentor emphasised that each task follows a similar workflow:
Plan → Draft → Review → Finalise → Submit

This helped the student understand the logical sequence of document development.

Step-by-Step Guidance by the Academic Mentor

Task 1 – Email

Step 1: Planning the Email
The mentor guided the student to:

• Identify the audience (all MyBiz staff + manager copied)

• Define the purpose (encourage staff to join Social Club)

• Structure the email (greeting, purpose, benefits, cost, closing)

• Identify key information (activities, fee, payroll deduction, benefits)

• Review MyBiz policies to ensure format and tone compliance

Step 2: Drafting the Email
The mentor showed how to:

• Choose an appropriate subject line

• Write brief, clear, professional content

• Maintain a friendly, encouraging tone

• Use Outlook to compose and screenshot the draft

Step 3: Reviewing the Draft
Using the checklist, the mentor helped the student check:

• Tone and professionalism

• Grammar, spelling, clarity

• Logical flow and paragraphing

• Compliance with organisational guidelines

Step 4: Finalisation
The mentor ensured the student corrected the draft and captured a screenshot of the final version for submission.

Task 2 – Letter

Step 1: Understanding the Scenario
The mentor walked the student through:

• Identifying the issue (order not sent due to stock issue)

• Recognising service failures (no call, incorrect information)

• Noting the approved solutions (free courier, delivery refund, 20% discount)

Step 2: Planning the Response Letter
The student was guided to:

• Identify audience and purpose

• Use proper business letter structure

• Plan key points: apology, explanation, resolution, discount details

• Apply MyBiz Style Guide and tone (professional, empathetic)

Step 3: Drafting
The mentor explained how to:

• Use the MyBiz letter template

• Maintain clarity and respectful tone

• Insert accurate details and offers

Step 4: Reviewing and Finalising
The mentor supported the student to proofread for:

• Tone suitability

• Spelling/grammar

• Structure and sequencing

• Alignment with organisational requirements

Final document saved as required.

Task 3 – Meeting Agenda

Step 1: Planning the Agenda

The mentor helped the student:

• Identify the audience (meeting participants)

• Clarify purpose (planning official opening event)

• Select suitable agenda format (from MyBiz template)

• List key discussion items

• Allocate times logically

Step 2: Drafting the Agenda

The mentor guided on:

• Filling out the template correctly

• Including meeting time, venue, attendees

• Ordering agenda items logically

• Ensuring clarity and professionalism

Step 3: Review and Finalisation

The mentor ensured the student:

• Checked formatting and structure

• Ensured compliance with MyBiz Style Guide

• Proofread for errors

• Finalised and saved the document correctly

Outcome and Learning Achievements

Through the academic mentoring process, the student successfully developed:

Workplace Communication Skills

• Writing professional emails

• Drafting formal business letters

• Preparing structured meeting agendas

Document Planning and Organisation

• Identifying audience and purpose

• Structuring documents logically

• Selecting appropriate communication methods

Editing and Proofreading Competence

• Checking tone, spelling, grammar, structure

• Ensuring compliance with organisational style guides

Practical Application of Organisational Requirements

• Using MyBiz templates

• Following MyBiz Style Guide

• Ensuring professional workplace communication standards

Ability to Produce Completed, Workplace-Ready Documents

• Email with subject line and correct formatting

• Customer service letter resolving issues

• Structured agenda for team meetings

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