BSBWRT401A Assessment 1 Yang Liu
BSBWRT401A Write complex documents
Assessment 1.
SECTION 1: PLAN DOCUMENTS
Activity 1: Determine the purpose of documents
Scenario
You work for a financial planning organisation that manages thousands of client’s portfolios and accounts. Recently there have been several changes in the industry that only affects clients who have share portfolios. For some clients, the changes will have a negative effect on their investments and for other clients, this will mean that they will be receiving good news.
You have been asked to write a document to all clients that asks them to attend an information session regarding the changes that will affect their share portfolio performance.
1. Describe the purpose of this document. (For example, is it trying to persuade or make a proposal?)
2. Describe the type of audience that the document is aimed at. What should you consider?
Activity 2: Choose appropriate formats for documents and establish means of communication
1. Why do you need to consider appropriate formats when planning to prepare document?
2. You are preparing a proposal on behalf of your organisation. The proposal is for your organisation to exclusively provide training services to local government offices across the state. In two weeks’ time your manager will be presenting this proposal to the executive team of the local government offices. Your manager will need to provide local government executives with some documentation at the presentation. The proposal package consists of the proposal document that is 97 typed pages along with an appendix that contains complex graphics and pictures to support the proposal document.
Describe the most suitable means of communication for presenting this document.
Activity 3: Determine requirements of documents and determine categories and logical sequences of data, information and knowledge to achieve document objectives
1. You are planning for the end of financial year document to be developed. What
Assessment 1.
SECTION 1: PLAN DOCUMENTS
Activity 1: Determine the purpose of documents
Scenario
You work for a financial planning organisation that manages thousands of client’s portfolios and accounts. Recently there have been several changes in the industry that only affects clients who have share portfolios. For some clients, the changes will have a negative effect on their investments and for other clients, this will mean that they will be receiving good news.
You have been asked to write a document to all clients that asks them to attend an information session regarding the changes that will affect their share portfolio performance.
1. Describe the purpose of this document. (For example, is it trying to persuade or make a proposal?)
2. Describe the type of audience that the document is aimed at. What should you consider?
Activity 2: Choose appropriate formats for documents and establish means of communication
1. Why do you need to consider appropriate formats when planning to prepare document?
2. You are preparing a proposal on behalf of your organisation. The proposal is for your organisation to exclusively provide training services to local government offices across the state. In two weeks’ time your manager will be presenting this proposal to the executive team of the local government offices. Your manager will need to provide local government executives with some documentation at the presentation. The proposal package consists of the proposal document that is 97 typed pages along with an appendix that contains complex graphics and pictures to support the proposal document.
Describe the most suitable means of communication for presenting this document.
Activity 3: Determine requirements of documents and determine categories and logical sequences of data, information and knowledge to achieve document objectives
1. You are planning for the end of financial year document to be developed. What