BSBITU306-Design and produce business documents

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BSBITU306-Design and produce business documents

BSBITU306-Design and produce business documents

 

 

Assessment 2 of 2

Student name:  xxxxxx

Student number:  xxxxxx

Assessment number:  32009/02

 

© Open Colleges Pty Ltd, 2017

All rights reserved. No part of the material protected by this copyright may be reproduced or utilised in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage and retrieval system, without permission in writing from the copyright owner. All terms mentioned in this text that are known to be trademarks or service marks have been appropriately capitalised. Use of a term in this text should not be regarded as affecting the validity of any trademark or service mark.

 

Assessment submission

When you are ready to submit your assessment, upload the file in OpenSpace using the Assessment Upload links in the relevant Module of your course. The Student Lounge provides a ‘Quick Guide to Uploading Assessments’ if you need further assistance. Uploading assessments in OpenSpace will enable Open Colleges to provide you with the fastest feedback and grade on your assessment. Alternatively, you can print and post your assessment to:

Open Colleges

PO Box 1568

STRAWBERRY HILLS NSW 2012

Please ensure that you use the Open Colleges Assessment Cover Sheet (available in the Student Lounge in OpenSpace). Where assessments are submitted by post, grades and feedback will be released in OpenSpace. Please note that assessments submitted by post may take up to 21 days from the date received by Open Colleges to grade and are reliant on the efficiency of the postal service.

It is important that you keep a copy of all electronic and hardcopy assessments submitted to Open Colleges.

 

Assessment Description

You must satisfactorily complete two assessments for BSBWRT301 Write simple documents.

  • Assessment number 32009/01: Portfolio project – Planning and drafting documents
  • Assessment number 32009/02: Portfolio project – Final review and printing documents

 

Assessment purpose

The purpose of this assessment is to provide you with the necessary skills and knowledge to be able to:

  • Plan how you are going to create a document
  • Draft and review your document for accuracy and layout
  • Write your final document ready to be distributed
  • Design and produce various business documents and publications

 

In the workplace today is essential that you can produce simple text documents which are required as part of your role. This could be as simple as sending an official email to a customer or producing a business letter using a particular style guide (refer to the Style Guide in your course workbook). This assessment provides you with the standard level of understanding in this area.

 

 

Overview

This assessment will allow you to demonstrate your ability to:

  • utilise feedback provided from draft documents and produce final documents which have been reviewed prior to presentation to the requested parties
  • demonstrate the importance of following planning and organisational processes when producing documents
  • communicate with others to determine the accuracy and content of the information produced in the documents and understand the need for different methods of communication
  • demonstrate your understanding and ability to save and store documents in accordance with organisational requirements.

 

Instructions

Portfolio Project – Final review and printing documents

This assessment is a continuation of Assessment 1 and you will need to review the Case Study which has been provided below, as this information will assist you to complete your activities and tasks.

You will also need to ensure that you are familiar with the Appendix B: Adept Owl Style Guide provided in Assessment 1, as this guide provides the organisational requirement for producing documents.

You must read Appendix A: Adept Owl Writing Procedures which is provided in this assessment. This document provides you with the organisational requirements for distributing and storing of documents at Adept Owl.

Complete all the activities and use the Assessment checklist provided at the conclusion of this assessment to ensure you have completed all necessary evidence to be submitted to Open Colleges.

 

 

 

 

Case Study – Adept Owl Emergency Meeting

An emergency meeting had just been conducted about a serious product issue that has recently been brought to Adept Owl’s attention. Several customer complaints have been received by the sales department after the advance release of the board game, Castle’s North. Castle’s North is Adept Owl’s flagship product for the upcoming Winter season.

The meeting was chaired by Ruth Crabbe (who is the General Manager of Operations). You were also in attendance at the meeting. Although your current role is as Accounts Administrator – Ruth’s executive assistant is on annual leave and she has asked you to attend the meeting in case she needs your help.

After the meeting, Ruth realised that she had overcommitted herself and needs your help to plan and draft the documents that are required as a result of the meeting and has sent you the following email.

Email extract:

As I am caught up with another quite urgent task, I was wondering if you could assist me in the following tasks – completing them in the sequence below:

a)    Complete a planning checklist for the full scope of work and meet with me to clarify with me to discuss and clarify the format and style of each of the documents.

b)    Write up a completed set of minutes using the transcript of the meeting.

c)     Write a letter to the glue supplier, Robust Adhesives Co. (538 Williamstown Rd, Port Melbourne VIC 3207), as evidence of the teleconference complaint, arrangement for replacement batch and request for compensation.

Note:

For your reference it is glue batch no. G5038cf. Also, I received another call from them advising that there will be a further delay of 5 business days.

Please make a note of the additional call, and the impact the additional delay will have on production and sales. This will add to the cost incurred by Adept Owl.

d)    The CEO (Tim Davies) and Sales Manager (Jon Redmond) are interstate for a sales meeting. Please write an email on my behalf, giving them an overview of the planned response and explain the action the two of them need to take as decided in the meeting.

Note:

Make sure that Tim’s PA (Jayne Dashiell) is cc’d in the email as Tim is travelling quite a bit and Jayne will have better access to email.

Also, attach the completed minutes from the meeting as a support document.

e)    Write a memorandum to all Adept Owl staff to keep them informed of the latest developments, the plan forward and to keep them happy and safe.

f)     In your role as Accounts Administrator would you also be able to prepare for me asap, a reconciliation worksheet, as this has similarly become urgent.

g)    Please ensure that this is completed by close of business today.

Your assistance is much appreciated, thank you.

Regards,

Ruth Crabbe

General Manager of Operations

Adept Owl Education Company

42 Challenge Lane | RICHMOND VIC 3121

Ph.: 03 9234 5678 | Fax: 03 9234 5679

website: www.adeptowl.com.au

Please consider the environment before printing this email.

This email and any attachments to it may be confidential and are intended solely for the use of the individual to whom it is addressed. Any views or opinions expressed are solely those of the author and do not necessarily represent those of Adept Owl Education Company. Please contact the sender if you believe you have received this email in error.

Checkpoint: Check that you have read the following before progressing:

ü  Case Study: Adept Owl Emergency Meeting

ü  Adept Owl Writing Procedures available in Appendix A

ü  Adept Owl Style Guide available in Appendix B in Assessment One

Activity 1: Final documents

  1. For this Activity, you will need to obtain the written feedback from the peer reviewers regarding the draft documents which were produced in Assessment 1.

The reviewer is to play the role of your supervisor when providing the feedback to demonstrate your ability to obtain feedback and proofread documents from a supervisor. Please ask a colleague, friend or family member to act as your supervisor to peer review the documentation.

They can complete this task by using the following Appendices:

  1. Appendix E: Peer Review (Minutes of Meeting)
  2. Appendix F: Peer Review (Letter)
  1. Appendix H: Peer Review (Memorandum)
  2. Appendix I: Peer Review (Reconciliation Worksheet)

Please note: For details of the review items listed in Appendices E – I, please refer to ‘specific document requirements’ in Appendix B: Adept Owl Style Guide in Assessment One.

You must upload the feedback documents which have been completed by your peer reviewer as evidence of proofreading and changes from a supervisor.

 

 

  1. Once you have received the written feedback, complete the following:

Refer to your draft documents from Assessment 1:

  • Appendix D: Minutes of Meeting (draft)
  • Appendix E: Letter (draft)
  • Appendix F: Email (draft)
  • Appendix G: Memorandum (draft)
  • Reconciliation worksheet (draft)

Produce the final versions of each document by incorporating any changes suggested by your peer reviewer and complete the document ready for final proofreading.

Save a copy of each document and mark each document as ‘Final Draft’. Please save each document as a Microsoft word version.

You will be required to submit each final draft document as part of your evidence portfolio.

Remember to check for:

  • readability, grammar, spelling, sentence and paragraph construction
  • ensure it meets the organisational style guides and requirements
  • formatting, sequencing and structure, including paragraph styles.

You must also upload the feedback documents which have been completed by your peer reviewer (Supervisor) as evidence of proofreading and changes from a supervisor.

  1. Once you have completed all the documents which Ruth requested, draft an email using Appendix D: Email template.

Use your email to request a meeting with Ruth to discuss the documents before you finalise, print, distribute and store them according to the organisational procedures.

Your email must also highlight the key points for the meeting as you will need to refer to this information in Activity 2.

Save a copy of this email and you will be required to submit as part of your portfolio of evidence for this assessment.

 

 

Activity 1 Checkpoint: Check that you have your final drafts for each of the five required documents:

Task 1:

ü  Peer review feedback documents from your reviewer from assessment one
save with file name: peer_review_feedback.docx

Task 2:

ü  Meeting Minutes
save with file name: meeting_minutes_final_draft.docx

ü  Letter
save with file name: letter_final_draft.docx

ü  Email
save with file name: email_final_draft.docx

ü  Memorandum
save with file name: memo_final_draft.docx

ü  Reconciliation worksheet
save with file name: reconciliation_worksheet_final_draft.xlsx

Task 3:

ü  Email request for meeting with Ruth
save with file name: email_Ruth_meeting.docx

Activity 2: Meeting with Ruth Crabbe

  1. Having received your email, Ruth has agreed to meet with you to discuss the documents you have created and establish the following:
    1. who the documents are to be distributed to?
    2. timeframe for distributing the documents?
    3. how the documents are to be distributed?
    4. discuss and confirm that the content, structure and format of the documents are correct.
  2. For this activity, you will be required to conduct a meeting with Ruth Crabbe and upload your meeting as an audio or video recording.
  3. You will need to ask a work colleague, friend or family to participate in this activity and play the role of Ruth Crabbe (this can be the same person who Peer reviewed in Part A, however they are now playing the role of Ruth).
  4. Briefing notes have been provided for you and the person playing Ruth Crabbe to follow during the meeting and are in Appendix C: Briefing notes. You may improvise using appropriate language, listening skills and questions. The Briefing notes are a guide only.
  5. You must ensure you obtain appropriate approvals to conduct and record a meeting in this setting, and the participant must sign the Appendix B: Audio/video recording consent form which must be submitted as part of this assessment.
  6. Your recorded meeting must be a minimum of 4 to 5 minutes in duration.
  7. When you have finished recording, you will need to upload your file to OpenSpace.

Before you start recording your audio/video, please look at the OpenSpace audio/video function. Please click on this link for instructions on how to record and upload your audio/video assessment.

Activity 2 Checkpoint: Check that you have the following file securely saved for your portfolio of evidence:

ü  Audio or Video recording saved as a file (MP3 or MP4)
save with file name: Ruth_Meeting_Recording.MP4

Activity 3: Saving, storing and printing documents

  1. Now that you have met with Ruth and confirmed all the final details of each document, you must save each document as a PDF file as Final.
  • use the file name in accordance with Appendix A: Adept Owl Writing Procedures.
  • submit all the PDF documents as evidence for this activity with ‘Final’ in the file name to OpenSpace. These documents will be the PDF final documents that will be distributed.
  1. Print out each of the final documents, proofread each document and manually tick and sign each document, evidencing the following;
  • check to make sure that all the information is correct
  • check that the correct recipients are noted and inserted as required for distribution
  • check for any final changes or corrections to each document

After manually ticking and signing; scan these documents and upload a copy to OpenSpace. If you don’t have a scanner, take a picture of the signed document and upload it as an image file with ‘Final sign document’ in the file name to OpenSpace.

Activity 3 Checkpoint: Check that you have the following files securely saved for your portfolio of evidence:

Task 1:

ü  PDF of each Final document to show correct file name

ü  Meeting Minutes

ü  Letter

ü  Email

ü  Memorandum

ü  Reconciliation worksheet

Task 2:

ü  Scanned, signed and ticked copy of each final document

 

 

 

Activity 4: Report

For this activity, you are required to write a brief overview, which addresses your understanding of the following points:

  • Identify & describe three functions/features you used to create one of your documents. They could include (50 words):
  • Headers/footers
  • Using columns
  • Spell checking
  • Editing (‘track changes’)
  • Using ‘style’ sheets.
  • Describe any difficulties you encountered using these (50 words)

In preparing the overview, make use of training manuals or online software ‘help’ features.

Activity 4 Checkpoint: Check that you have the following file securely saved for your portfolio of evidence:

ü  Report saved with file name: report.docx

 

– End of Assessment Instructions –

 

 

 

Checklist

Remember to include all the required evidence for each activity and upload into the Open Space Assessment Portal as one single document. Please do not upload each document individually.

As you have been required to save your documents as separate document files you can add these to a zipped folder and upload to OpenSpace as one file.

You will need to submit the following files for this assessment task:

1. Activity 1: Final drafts –

·         Minutes of Meeting

·         Letter

·         Email

·         Memorandum

·         Reconciliation worksheet

Peer Review Feedback documents from Reviewer

Email to Ruth Crabbe requesting a meeting

 

2. Activity 2:

Appendix B: Audio/Video recording consent form – completed

Audio or Video recording (duration 4 – 5 minutes)

3. Activity 3:

PDF of each Final document to show correct file name:

·         Minutes of Meeting

·         Letter

·         Email

·         Memorandum

·         Reconciliation worksheet

Scanned, signed and ticked copy of each final document:

·         Minutes of Meeting

·         Letter

·         Email

·         Memorandum

·         Reconciliation worksheet

 

 

 

4. Activity 4:

Report (100 words)

 

Appendix A: Adept Owl Writing Procedures

 

 

Adept Owl

Games Company

Writing Procedures

 

 

General procedures for writing

Adept Owl Education Company (Adept Owl) requires all staff to comply with the following organisational requirements:

  • templates are to be used for document types that are created frequently, both to save time and to maintain clarity and consistency
  • documents are to be created in line with the Adept Owl Education Company Style Guide
  • correct procedures for design, approval, distribution, and storage of documents are followed where required.

Document/communication types

There are several standard types of documents and communications used by Adept Owl during day-to-day business that staff will be required to produce:

  • letters
  • memoranda
  • emails
  • meeting agendas
  • meeting minutes.

 

 

Writing documents

The person responsible for making and distributing the document is generally the person who is doing the communicating, e.g. if you need to send a letter, you are the person who writes the letter. See the following table for who is responsible for creating the most common types of documents used by Adept Owl.

Document Staff member responsible Special procedures
Letter Sender
Memoranda Managers only, or staff with managerial approval In most cases, managers will be the ones sending memos. On occasion, other staff members may need to send internal memos. In those cases, a manager must approve and countersign the memo before it is distributed.
Email All staff
Meeting agenda Meeting Chair Meeting Chair is to email all required attendees prior to the meeting, inviting them to attend and requesting agenda items.

Meeting Chair is to make note of replies from those unable to attend the meeting so as to compile the apologies.

Meeting minutes Meeting

Minute-taker

The Meeting Minute-taker is to use the agenda provided by the Meeting Chair to write up the minutes.

Distributing documents

The distribution of documents is also managed by the person responsible for the writing of the document. See the following table for who is responsible for distributing the most common types of documents used by Adept Owl.

Document Staff member responsible Special procedures
Letter Sender Letters are to be enveloped and addressed, then placed in the mail box for the Office Administrator to arrange postage.
Memoranda Managers only, or staff with managerial approval Managers are to print the finished memo and give it to the Office Administrator, who will photocopy the memo and place it in the required noticeboards and pigeon holes.
Email All staff Staff members are advised to use the ‘Reply’, ‘Reply All’, ‘Cc’ and ‘Bcc’ functions with care and attention where appropriate.
Meeting agenda Meeting Chair Meeting Chair is to email the agenda to all attendees preferably a week before the meeting. They are to immediately double check that the Minute-taker received the agenda.

On the day of the meeting, the Chair is to print the agenda make enough photocopies for all attendees.

Meeting minutes Meeting Minute-taker The Minute-taker is to email the completed minutes as an attachment to all meeting attendees, with a link to the file’s location on the server.

Document storage

All files should be saved to the shared drive to ensure they are backed up. No files should be saved only to the C: drive on personal computers. Files should be saved using the document name and the date. For example, a meeting agenda for a meeting on 1 March 2015 would be saved as ‘Meeting Agenda 01032015’. See the following table for who is responsible for naming and saving documents used by Adept Owl.

Document Staff member responsible Special procedures
Letter Sender Electronic copies of all letters sent should be saved on the server in the appropriate folder.

A copy must be made of letters once they are signed and before they are sent. The copy should display the words ‘copy’ and ‘sent’ in the top right-hand corner, preferably by way of an ink stamp.

Memoranda Managers only, or staff with managerial approval All memos should be filed on the server in the Internal Memoranda folder. The file name should also include the surname of the manager, e.g. ‘MemoMcKenzie01032015’
Email All staff Staff should archive old emails when advised by their email software.
Meeting agenda Meeting Chair All agendas should be filed on the server in the Meeting Agendas folder. The file name should also include the surname of the meeting’s chair, e.g. ‘MeetingAgendaCallis01032015’
Meeting minutes Meeting

Minute-taker

All minutes should be filed on the server in the Meeting Minutes folder. The file name should also include the surname of the meeting’s chair, e.g. ‘MeetingMinutesRezek01032015’

Special document procedures

Letters

When to use: Letters should be used for all written communications to external organisations or clients, in particular, communications with government departments.
Who can use: All staff may be required to write letters in the course of their duties.

Only general managers and the Chief Executive can sign letters addressed to government department staff.

Format to use: Letters should always be in the form of the attached letter template.
Other rules: A copy must be made of letters once they are signed, and before they are sent. The copy should display the words ‘copy’ and ‘sent’ in the top, right-hand corner, preferably by way of an ink stamp.

Memoranda

When to use: Memoranda must only be used for internal correspondence.
Who can use: Generally, only managers are permitted to send internal memoranda. In some cases, staff can prepare and send internal memoranda.

In those cases, staff members are required to first seek managerial approval for the memo, and it must be countersigned by a manager before it is distributed.

Format to use: Memoranda should be in the form of the attached memorandum template.

 

 

 

Email

When to use: Email can be used for a variety of internal and external correspondence.

Care and attention must be made before sending emails that it is the most appropriate form of communication. Email can confuse some kinds of messages, while saving time and energy for others. Consider, for example, would it be more appropriate to be written formally by letter? Would a meeting be more appropriate?

Who can use: All staff can and should make use of email.
Format to use: Emails, for both internal and external recipients, should be in the form of the attached email template.
Other rules: The company signature must appear on all emails.

When attaching files to emails, be considerate to your recipient:

·         only attach files when necessary

·         keep files sizes low – your recipient will not appreciate their inbox being filled to capacity

·         make sure you mention any attachments in the body of the  email, explaining what it is, why you have attached it and what you would like/require the recipient to do with it.

Conform to standards of etiquette in all aspects of email use by ensuring:

·         courteous tone and use of appropriate greetings, etc. (avoid sarcasm and similar styles of humour that could be misinterpreted at all costs)

·          appropriate language and relevant content

·         timeliness in replying to email received, e.g. do not wait too   long before replying – email is an instant communication; senders expect prompt responses.

Meeting agendas

When to use:      Agendas should be written and distributed prior to all meetings.
Who can use:      Agendas should be written by the Chair of the meeting, incorporating input from all people they are inviting to attend.

All people invited to attend the meeting should receive a copy of the agenda prior to the meeting, even those invited who are unable to attend.

Format to use:      Meeting agendas, for both internal and external recipients, should be in the form of the attached meeting agendas template.
Other rules:      Agenda items should be clearly itemised.

Ensure that action having arisen since the previous meeting is incorporated in the agenda, and is not left to be brought up as other business.

Ensure time has been scheduled to allow for other business to be raised.

Meeting minutes

When to use:      Meeting minutes should be drafted during the meeting, written and fully typed and distributed within 24 hours of the meeting’s conclusion.
Who can use:      Meeting minutes should be written by the assigned Minute-taker.

All people invited to attend the meeting should receive a copy of the minutes after the meeting, even those invited who are unable to attend.

Format to use:      Meeting minutes, for both internal and external recipients, should be in the form of the attached meeting minute’s template.
Other rules: Meeting minutes should be based on the meeting agenda.

 

 

 

Appendix B: Audio/Video recording consent form

 

Learner’s name: _____________________  Date: ________________

 

Participant’s name Signature
   
   
   
   
   
   
   

 

By signing this form, you have consented to participating in a recording.

 

 

Appendix C: Briefing notes

Please supply the following notes to your Ruth Crabbe (role player).

Notes – Learner (you)
You need to check with Ruth to clarify the information you need to be able to complete, distribute and store the documents you have created. You will need to take notes during the meeting so you can complete your documents.

·         Check to see who the recipients are for each of the documents you created.

 

·         Confirm the timeframe for completing and distributing the documents.

 

·         Confirm that the Style Guide is to be used to create the files and confirm the location of where the files are to be stored based on the Writing Procedures.

 

 

Notes – Ruth Crabbe (participant)
You need to respond to the questions asked by the learner as follows:

·         Minutes of meeting – attach to email, also distribute to Ruth, Garry, Jack, Frank, Pete, Sarah, Bae.

 

·         Letter to Glue Supplier – confirm glue batch no. G5038cf is documented in the letter.

 

·         Email to CEO Tim Davies and Jon Redmond the Sales Manager, PA Jayne Dashiell to be cc’d.

 

·         Memorandum – to be distributed to all staff.

 

·         Reconciliation worksheet – to be distributed to Ruth Crabbe.

 

 

 

 

Appendix D: Email template

Dear <Addressee>,

 

<Body of message, no indent on paragraphs>

 

 

 

 

 

 

Regards,

<Your name>

<Title>

 

Adept Owl Education Company

42 Challenge Lane | RICHMOND  VIC  3121

Ph: 03 9234 5678 | Fax: 03 9234 5679

website: www.adeptowl.com.au | email: <initial>.<surname>@adeptowl.com.au

 

 

Please consider the environment before printing this email.

This email and any attachments to it may be confidential and are intended solely for the use of the individual to whom it is addressed. Any views or opinions expressed are solely those of the author and do not necessarily represent those of Adept Owl Education Company. Please contact the sender if you believe you have received this email in error.

 

 

 

Appendix E: Peer Review (Minutes of Meeting)

Please note: For details of the review items listed below, please refer to ‘specific document requirements’ in Appendix B: Adept Own Style Guide.

Reviewer details
Name:   Date reviewed:  
Profession:  
Relationship with the learner:
 
Review items Satisfactory Comments
Yes No
Minutes heading includes date, time, attendees, apologies, to: , cc:      
Minutes uses template showing issue, action to take, by when, by whom.      
Minutes are in MS-Word format      
Clear concise writing style that contains good grammar      
The minutes are spell checked      
The attendance and apologies are recorded      
The minutes are dated      
The minutes are broken into items and each item has an action (what), completion date/time (when), and person responsible (who)      
The items follow a chronological sequence      
All information relevant to the meeting and agenda is minuted.      
Email addresses are recorded accurately, and all required persons are emailed.      
Additional comments for the learner to improve meeting minutes:
 

 

 

 

 

 

Appendix F: Peer Review (Letter)

Please note: For details of the review items listed below, please refer to ‘specific document requirements’ in Appendix B: Adept Own Style Guide.

Reviewer details
Name:   Date reviewed:  
Profession:  
Relationship with the learner:
 
Review items Satisfactory Comments
Yes No
Structure – includes header, address block, greeting line, subject line, content and signature block      
Header – includes:

·         the Adept Owl Education Company logo:

–       full logo

–       positioned at the left side of header

–       on the first page only

·         a date, which should be the date on which the letter was signed and sent

·         company details and address, right aligned

     
Greeting line includes salutation ‘Dear Mr’ ‘Dear Ms’ or ‘Dear Dr’ (as appropriate) followed by the addressee’s last name, unless the sender personally knows the addressee, in which case their first name can be used (e.g. ‘Dear Bob’).      
Subject line – in bold format, setting out the subject of the letter      
Letter content bulleted lists:

·         numbered lists

·         colour

·         tables

·         general

     
Signature block –should always be signed ‘Yours sincerely’ followed by the signatory’s name and job title in bold format (Signature Block).      
Additional comments for the learner to improve the letter:
 

 

 

 

 

 

 

 

Appendix G: Peer Review (Email)

Please note: For details of the review items listed below, please refer to ‘specific document requirements’ in Appendix B: Adept Own Style Guide.

Reviewer details
Name:   Date reviewed:  
Profession:  
Relationship with the learner:
 
Review items Satisfactory Comments
Yes No
Structure – includes greeting, message, farewell and email signature – including:

  • full contact info block
  • the Adept Owl full company logo
  • privacy and environmental disclaimers
     
Message content – includes:

·         text

·         colour in logo image

·         signature

·         attachments

 

     
Additional comments for the learner to improve the email:
 

 

 

 

 

 

 

 

Appendix H: Peer Review (Memorandum)

Please note: For details of the review items listed below, please refer to ‘specific document requirements’ in Appendix B: Adept Own Style Guide.

Reviewer details
Name:   Date reviewed:  
Profession:  
Relationship with the learner:
 
Review items Satisfactory Comments
Yes No
Structure – includes:

·         To:

·         From:

·         Re:

·         Date:

·         Purpose:

·         Background:

·         Action taken:

·         Recommendations:

·         Contact details

·         Signature with title

     
Header – includes the Adept Owl Education Company logo:

·         full logo

·         positioned at the left side of header

·         on the first page only

     
Memo content – includes using bulleted lists      
Additional comments for the learner to improve the memorandum:
 

 

 

 

 

 

Appendix I: Peer Review (Reconciliation Worksheet)

Please note: For details of the review items listed below, please refer to ‘specific document requirements’ in Appendix B: Adept Own Style Guide.

Reviewer details
Name:   Date reviewed:  
Profession:  
Relationship with the learner:
 
Review items Satisfactory Comments
Yes No
Business details – includes the company logo and name, address, phone, fax, website, email and ABN.      
Formatting requirements      
Additional comments for the learner to improve the reconciliation worksheet: