PROJECT

PORTFOLIO

STUDENT VERSION

BSBWRT311
WRITE SIMPLE
DOCUMENTS
First published 2021

RTO Works
www.rtoworks.com.au

[email protected]

0452 157 557

© 2021 RTO Works

This resource is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review as
permitted under the Copyright Act 1968, no part may be reproduced by any process without written permission as
expressed in the RTO Works License Agreement.

The information contained in this resource is, to the best of the project team’s and publisher’s knowledge true and correct.
Every effort has been made to ensure its accuracy, but the project team and publisher do not accept responsibility for any
loss, injury or damage arising from such information.

While every effort has been made to achieve strict accuracy in this resource, the publisher would welcome notification of
any errors and any suggestions for improvement. Readers are invited to write to us at [email protected].

Business Works is a series of training and assessment resources developed for qualifications within the Business Services
Training Package.
 Contents

Section 1: Plan the documents 5

Section 2: Draft your documents 8
Section 3: Finalise the documents 12

BSBWRT311 Write simple documents | 3

Student name: Santiago Giraldo Arbelaez

Assessor: Alfonso Cuenca

Date: 10/4/23

Business this assessment is Burleigh Accountants

based on:

Documents you will produce: 3 Complex documents.

BSBWRT311 Write simple documents | 4

 Section 1: Plan the documents

Complete this section before preparing your business documents.

Document 1: Include description Document 2: Include description Document 3: Include description

MEMO EMAIL BUSINESS LETTER

Audience Burleigh Accountants staff member STAFF MEMBERS Paul Smith

Describe the audience
the document is
intended for.

Purpose Inform staff that new recycling bins have Compose an email asking all staff to To inform her that her recent application for
been placed in the open area next to the review internal communication policies the status of a class accountant has failed
Describe the purpose
kitchen to reduce office waste and create and procedures
the document is
a sustainable workplace
intended for.

Digital tools and Memo an email business letter.

software
Laptop computer Laptop computer Laptop computer
List the tools (including
Microsoft Word Microsoft outlook Microsoft Word
technology and software
applications) you will
use to prepare each
document.

Layout and style A4 A4 A4

Which layout will you Header header Header
use (Portrait/
Page margins page margins Footer
landscape/page
margins/ header, Arial 11. Logo page margins
footer? • All margins (left, right, top and bottom) – Good looking font type and size Arial 11. Arial 11.

BSBWRT311 Write simple documents | 5

 Document 1: Include description Document 2: Include description Document 3: Include description
MEMO EMAIL BUSINESS LETTER

Which styles are you 2.54cm • All margins (left, right, top and bottom) – • All margins (left, right, top and bottom) –
required to use (Logo, 2.54cm 2.54cm
Header or footer 1.27cm from the margin
font type, font size, for
line Header or footer 1.27cm from the margin Header or footer 1.27cm from the margin line
text and headings,
line logo
spacing etc.)? Logo

Attach proof of adhering

to the organisational
requirements
(screenshot of selecting
a layout, etc.).

Structure The document have different section The document have different section The document have different section
Will the document have You must use bold print for subheadings  Write a clear subject line.  The Burleigh Accountants logo should be
different sections? How (for example, To:. ) used as a header on each page of the
 Use greeting and closing as you would
will you order the newsletter.
To: Burleigh Accounting staff members in a letter.
different sections? List
 Headings should be bolded with Heading 1
the sections using the From: Include your name and title  For clients use their first name or Mr or
in 14 pt. and sub-headings bolded with
correct order. Mrs if preferred.
Date: Write out the full date (for example, Heading 2 in 12 pt.
Which types of June 30, 2017)  Where the email is to all staff use
 Use Arial 10 for text.
information will the “Dear All”.
Subject: Make the subject brief and
document contain  Keep it short.
descriptive  End the email with Yours Sincerely.
(Paragraphs of text,  No more than 3 pages per newsletter
images, graphs, etc.)? Paragraphs of text  For staff, use first names and use Kind
publication.
Regards in closing.
 Keep it bright and clear.
 Use short paragraphs and insert blank
lines between each paragraph.  Break up blocks of text with photos,
graphics or cartoons.
 Use bullet points if applicable.

BSBWRT311 Write simple documents | 6

 Document 1: Include description Document 2: Include description Document 3: Include description
MEMO EMAIL BUSINESS LETTER

 Keep the email brief.  Break up your pages with white space.
 Proofread the email at least once  Print in columns.
before sending it.
 Use sub-headings.
Paragraphs of text
Put text in boxes, or shaded paragraph

Information You must use bold print for subheadings The email includes information regarding The document informs a candidate of their
(for example, To:. ) the communication policies and application.
List the key points each
procedures, and indicates there are
document must contain.
attachments.
Includes information about recycling
program, types of waste and
management.

Attach: Attach workplace documents containing organisational requirements (style guide, template, etc.) OR Simulation Pack if
☒
using case study

Section 2: Draft your documents

BSBWRT311 Write simple documents | 7

Develop draft documents.

Document 1: Include description Document 2: Include description Document 3: Include description

Create files Files must be named according to the file Files must be named according to the file Files must be named according to the file
type e.g., Invoice123. The version and type e.g., Invoice 123. The version and the type e.g., Invoice 123. The date must also
What are the
the date must also be included. date must also be included. be included.
organisational
requirements for creating  Flyers and Memo1_v1_2023_04_10  Communication_Policies_23_04  Letter_to_Candidate_2023
file names?
What are the names of
*** Screenshot of Folder attached below *** Screenshot of Folder attached below *** *** Screenshot of Folder attached below
the files you created?
*** ***
Attach proof of how you
created and named files
(e.g. using screen shots)
to this section of the
Portfolio.

Create first draft of the *** Screenshot of document attached *** Screenshot of document attached *** Screenshot of document attached
document below *** below *** below ***
Attach proof of the initial
first draft document to this
section of the Portfolio (as
it is before you check it).

BSBWRT311 Write simple documents | 8

BSBWRT311 Write simple documents | 9
BSBWRT311 Write simple documents | 10
BSBWRT311 Write simple documents | 11
Check draft documents. Answer Yes/No and describe any changes made to the document.
Attach proof of how you checked the first draft (screen shots of your spell check).
Also attach your updated draft document containing any changes you made to the initial document because of your check.

Document 1: Include description Document 2: Include description Document 3: Include description

Does the tone of the document Yes Yes Yes

reflect the writing style
required as per the style
guide?

Is the tone in the document Yes Yes Yes

suitable for the intended
audience e.g., is it sufficiently
formal or informal?

Is the format of the document Yes Yes Yes

appropriate to the purpose of
the communication e.g., letter
for a formal communication?

Is the purpose of the Yes Yes Yes

document clear?

Does the document contain all Yes Yes Yes

the required information?

Is the document logically Yes Yes Yes

sequenced and structured?

BSBWRT311 Write simple documents | 12

 Document 1: Include description Document 2: Include description Document 3: Include description

Has the document been Yes Yes Yes

proofread for spelling,
grammar, punctuation and
overall readability?

Ensure draft documents are proofread.

Ask supervisor or colleague Dear Supervisor,

to proofread document.
Draft an email.
I hope this email finds you well.
Attach proof of your draft
Please find the documents for review attached below, and kindly provide feedback if needed.
email to this section of your
Portfolio ( e.g. screen shot). Thank you in advance for taking the time to look into this.

Kind regards,
Santiago Giraldo Arbelaez

Attach: Proof of using the correct naming conventions and folders (e.g. screen shots) ☒

First draft of each document (before the document has been checked) ☒

Proof that all documents have been checked (screen shot of spell check) ☒

Updated draft document (after checking it) ☒

Draft email (e.g. screenshot) requesting that your supervisor proofreads your document ☒

BSBWRT311 Write simple documents | 13

 Section 3: Finalise the documents

Summarise meeting outcomes.

Document 1: Include description Document 2: Include description Document 3: Include description

Meeting Co worker Co worker Co worker

Who did you meet with? They proofread my document They proofread my document They proofread my document
Did they proofread the Good document Good document Good document
document?
What feedback did they
give?
Describe any additional
information you must
include.
Attach proof of your
meeting to this section of
the Portfolio (if not
already viewed in person
by your assessor).

BSBWRT311 Write simple documents | 14

Make changes and proofread document.

Document 1: Include Document 2: Include Document 3: Include description

description description

Make changes No change needed No change needed No change needed

Proofread documents It follow the style guide It follow the style guide It follow the style guide
Do the documents meet the organisational Appropriate style Appropriate style Appropriate style
requirements (e.g. follow the style guide)?
The document readable The document has local The document has local paragraphs
Is the document written in an appropriate style? sentences
Correct spelling and Correct spelling and punctuation
Is the document readable and has local sentences grammar Correct spelling and grammar
and paragraphs?
Have I used the correct spelling, grammar and
punctuation?
Attach proof of how you proofread your document
(e.g. screen shot of highlighted errors, spellcheck
results etc.).
Attach your finalised documents to this section of
your Portfolio.

Attach: Proof of meeting (if relevant) ☐

Finalised documents ☐

Proof of how you proofread the document (e.g. screen shot of highlighted errors, screenshot of spellcheck etc.) ☐

BSBWRT311 Write simple documents | 15

Proof of Meeting

Meeting Minutes

Meeting Date: 11/4/23 – 11 am

Attendees: Santiago Giraldo Arbelaez

Agenda:

 Review of three documents

 Proofreading and making necessary changes
 Finalising documents according to organisational requirements

Discussion:

Santiago Giraldo reviewed three documents and provided feedback that they were all good documents. No additional information was needed to be included.
Therefore, no changes were needed to be made for any of the three documents.

The next step was to proofread the documents to ensure they meet organisational requirements, are written in an appropriate style, are readable and have local
sentences and paragraphs, and use correct spelling, grammar, and punctuation. Santiago Giraldo confirmed that all three documents follow the style guide, are
written in an appropriate style, and have local sentences/paragraphs. The spelling, grammar, and punctuation were also correct.

Proof of proofreading was attached to the documents in the form of a screen shot of highlighted errors and spellcheck results.

Action Items:

 Finalised documents to be attached to the Portfolio.

 No further action required.

Meeting Adjourned at 11 am.

BSBWRT311 Write simple documents | 16