Assessment Details Qualification Code/Title BSB40215 Certificate IV in Business Assessment Type Assessment – 02 (Report with Presentation) Time allowed Due Date Location AHIC Term / Year Unit of Competency National Code/Title BSBITU401 Design and develop complex text documents Student Details Student Name Student ID Student Declaration: I declare that the work submitted is my own, and has not been copied or plagiarised from any person or source. Signature: ____________________________ Date: _____/______/__________ Assessor Details Assessor’s Name RESULTS (Please Circle) SATISFACTORY NOT SATISFACTORY Feedback to student: ............................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................ Student Declaration: I declare that I have been assessed in this unit, and I have been advised of my result. I am also aware of my appeal rights. 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. Signature: ________________________________________ Date: ______/_______/___________ Instructions to the Candidates  This assessment is to be completed according to the instructions given below in this document.  Should you not answer the tasks correctly, you will be given feedback on the results and gaps in knowledge. You will be entitled to one (1) resubmit in showing your competence with this unit.  If you are not sure about any aspect of this assessment, please ask for clarification from your assessor.  Please refer to the College re-submission and re-sit policy for more information.  If you have questions and other concerns that may affect your performance in the Assessment, please inform the assessor immediately.  Please read the Report carefully then complete all tasks.  To be deemed competent for this unit you must achieve a satisfactory result with tasks of this Report along with a satisfactory result for the other one assessments (Assignment)  This is an Open book assessment which you will do in your own time but complete in the time designated by your assessor. Remember, that it must be your own work and if you use other sources then you must reference these appropriately  This Report will need to be approximately 500 words.  Upon completion of your Report, you will be required to deliver a 20-minute presentation. Note this presentation date will be assigned to you by your assessor.  This is Individual Assessments. Once you have completed the assessment, please provide the Hard copy of the Assessments to your Trainer/ Assessor.  Plagiarism is copying someone else’s work and submitting it as your own. Any Plagiarism will result in a mark of Zero. Assessment Task 2 – Sales report Assessment description You are required to design and develop a sales report suitable for a business environment 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 three years, Covers specialise in fiction books and have built up a steady business with many repeat customers from the local area. The owner is looking at taking on business partner and needs a sales report as part of the information package. Required Software: Microsoft Office Procedure /Instructions 1. DJ Mathis of Covers Books is looking at taking on a business partner to enable the expansion of the store. DJ has asked you to prepare a sales report to include in the information pack for the prospective partner. a. Use the style guide (appendix 1) to design the required document. b. The document will be double-sided and in colour. 2. Follow the given Instruction to complete your sales report. a. Format and edit the text as required. b. Your report will need to include headings and subheadings, plus suitable headers and footers, including the document name, page numbers and dates. c. Your report should include the company logo. d. Your report will need to include a title page, with no page number. e. Your report will need to include a table of contents and table of charts, these are to be numbered (i) and (ii). f. Your report should be designed to make it easy to read and interpret the information and as such you will need to include tables and charts to present the data. Make sure that tables and charts are correctly labelled and include captions. g. You may also wish to include any other diagrams or graphics that you feel would be appropriate. h. Use the software functions to ensure that the design of the document is appropriate. i. Use the software functions to ensure that the document will print on A4 paper, without compromising the design or layout. j. Use manuals, user documentation and online help to overcome problems with document design and production. k. Proofread the document. l. Save the report using the following format: [Your initials] Sales Report ddmmyy. For example, ‘DP Sales Report 010610’. m. Complete a cover sheet (appendix 2) for your report. n. Print a copy of your report (double-sided) and the cover sheet. o. Submit the printed documents and a copy of your file to your assessor. p. Prepare and Present sales report to your assessor and fellow classmates. You need to use power point slides (minimum of 8 slides). The duration of the presentation will be approximately 20 Min. Trainer will also provide further explanations on the above instructions in the class which will clearly outline all requirements in more detail and simplistic way according to your understanding level. You may also request your trainer for additional information and may seek help with summarising of all instructions if required. Submission specifications You must submit: ● a printed copy of a word processed report that complies with the layout information provided in steps 1 and 2 of the above procedure ● a copy of the electronic files for the energy and resource management policy ● your document should include: ○ the text from the provide file, formatted and edited appropriately ○ heading and subheadings, plus suitable headers and footers, including the document name, page numbers and dates. ○ the company logo ○ a title page, with no page number ○ a table of contents and table of charts, these are to be numbered (i) and (ii) ○ a design, layout and structure that makes it easy to read and interpret the information ○ at least two tables and two charts ○ any other diagrams or graphics that you feel would be appropriate. ● Prepare and Present the Report Using Microsoft Power point (Minimum of 8 Slides) Appendix 1 – Covers style guide Fonts/Styles Style Details and Sample Heading 1 Main Headings – Calibri 16, Bold. Title Case* Paragraph spacing before and after 12pt Heading 2 Sub Heading 1 – Calibri 14, Bold. Title Case Paragraph spacing before and after 6pt Heading 3 Sub Heading 2 – Calibri 12, Bold. Sentence case Paragraph spacing before and after 6pt Normal Normal text – Calibri 12 Paragraph spacing before and after 3pt *Capital letters on all words except insignificant words such as ‘and’, ‘or’, ‘with’ and ‘in’. Logo Size: 230mm x 538mm Location: Left-hand side of header Colour Scheme Orange, Aqua, Black, White Page Layout Margins Top and Bottom: 2.3cm Left and Right: 2.5cm Header and Footer Header: 0.5cm Footer: 1.25cm 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 should be written as words. Numbers 10 and above should be written as 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 3pt 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. 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. 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). Internal documents Information Details Templates All internal documents must be prepared using the 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 right hand 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 ensured 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. Appendix 2 – Cover sheet information Document type: Document style: Approved by: Presentation requirements: Audience/reader: Purpose: