Application
This unit describes the skills and knowledge required to plan, draft and finalise complex documents.
The unit applies to individuals who work in a range of business environments and are skilled in the creation of documents that are more complex than basic correspondence, memos and/or forms and that require review and analysis of a range of information sources.
No licensing, legislative or certification requirements apply to this unit at the time of publication.
Elements and Performance Criteria
1. Plan complex document | 1.1 Determine audience, purpose and requirements of document according to organisation policies and procedures 1.2 Determine required format, style and structure for document 1.3 Establish method of communication 1.4 Develop content overview of document 1.5 Determine categories and logical sequence of information according to proposed structure, content and document requirements |
2. Draft complex document | 2.1 Confirm information is cohesive and satisfies document purpose and requirements 2.2 Develop draft document to communicate data, information and knowledge according to organisational policies and procedures 2.3 Identify gaps in required data, information and knowledge, and collect additional material from relevant sources, if required 2.4 Draft text according to document purposes and requirements |
3. Finalise complex document | 3.1 Review draft text and confirm document purpose and requirements are met 3.2 Check grammar, spelling and style for accuracy and punctuation 3.3 Confirm draft text is approved by relevant organisation personnel 3.4 Review and incorporate any amendments in final copy 3.5 Apply basic design elements for document appropriate to audience and purpose 3.6 Check document and confirm all requirements are met |
Evidence of Performance
The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:
plan, draft and finalise three different complex documents that convey the required information in a format suitable for the intended audience and purpose according to organisational policies and procedures for document production.
In the course of the above, the candidate must:
review and analyse a range of information sources
use business technology to apply formatting and incorporate graphics
apply organisation style guide/house style.
Evidence of Knowledge
The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:
organisation style guide/house style
format and its impact on readability, cohesion and appearance of document
categories and logical sequences of information
rules and conventions for written English
key features of word processing software
key features of written communication methods, including:
general emails
procedures
business letters
meeting agendas
organisational policies and procedures relating to written communication
process for checking:
suitability of document for audience, purpose, format, and structure
grammar, spelling and style for accuracy and punctuation
key text elements including basic design elements.
Assessment Conditions
Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.
This includes access to:
office equipment and resources
organisational policies and procedures
organisational style guides.
Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.
Foundation Skills
Reading | Interprets a variety of text to determine and confirm task requirements Proofreads document checking for grammar, spelling, structure, and suitability of style and format for audience |
Oral Communication | Uses listening and questioning skills to seek additional information or confirmation of task completion |
Self-management | Follows accepted communication practices and protocols when seeking information or feedback from others Takes responsibility for planning, sequencing and prioritising tasks to achieve required outcomes |
Technology | Uses the main features and functions of digital tools to complete work tasks |
Sectors
Social Competence – Written Communication