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BSBWRT401 WRITE COMPLEX DOCUMENTS

Formative assessments

Activity 1

1. You work for a financial planning organization that manages thousands of clients’ portfolios and accounts. Recently there have been several changes in the industry that affect clients who have share portfolios. For some clients, the changes will have a negative effect on their investments while other clients will be receiving good news.

You have been asked to write a letter to all the relevant clients asking them to attend an information session regarding the changes that will affect their share portfolio performance.

When writing a business letter the first thing to determine is its purpose; that is, what it is intended to achieve. In a short sentence, explain the purpose of this letter. (For example, will it be used to provide information, ask a question or persuade people to do something?)

2. What type of audience will the letter address and what sort of information should you consider including? (50–100 words)

3. Write the letter and submit it to your assessor.

Activity 2

1. Why do you need to consider appropriate formats when planning to prepare a document? (20–40 words)

2. You are preparing a proposal on behalf of your organization. The proposal is for your organization 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. (50–100 words)

Activity 3

1. You are planning for the end of financial year document to be developed. What are some requirements that you would have to take into consideration? Give at least six examples.

2. In preparing the biannual sales figures report, what would be the most logical way to present the data and information?

Activity 4

1. How can you develop an overview of the structure and content of the document? (10–25 words)

2. Why do documents need to be structured? (10–25 words)

Activity 5

1. When communicating, messages must be appropriate to the needs of the audience, the subject and the occasion. Describe five of the points that you should consider when communicating.

2. Every composition, whether it is a short business letter, an article in a magazine, a set of instructions, or a long report, should be undertaken in four stages. Describe those four stages.