Part 1: Case Study Scenario

To Complete this , part of the assessment, you will be required to read the Case Study Scenario below.

Once you have read the information, you are required to complete the following tasks.

Once completed you will need to submit all files created for this assessment, to your assessor for marking.

Case Study Scenario:

You work as an Administration Officer at Plan2go and have received the following email from your supervisor, Julia Stickler:

Stickler, Julia

From: Stickler, Julia

Sent: Wednesday, September 2, 8:15 AM

To: Admin Officer

Subject: Tasks to complete

Hi

Can you please plan and draft the following documents.I need them to be done within the next 2.5 hours so I can check them before I leave the office.If you need any help, come and see me.

I need you to complete the following tasks:

1. create a :mail merge letter for customer feedback
2. create a : document to calculate quarterly sales and sales commission
3. create a : presentation

All files must be stored by type. For example, all letters must be saved in a folder called Letters.

Ensure that when creating these documents that you follow the Plan2go Style Guide.

Regards

Julia Stickler

Leader Cabin Crew

m: 0419 111 222

84 Lorimer Street, Docklands, VIC3004

p: 03 5550 5710//1800 975 710 (free)

Part 2: Role Play

You are required to participate in a role play to confirm your job requirements as stated in Julia Stickler's email. This role play should take between 5 and 8 minutes. Your assessor will inform you of where and when this role play will take place. The role of Julia will be placed by another student or a teacher.

In this role play you will need to confirm Julia's requirements by using listening and questioning techniques. Your assessor will use the Observation Checklist below to assess you.

Observation Checklist

The Observation Checklist will be used by your assessor to mark your performance in the role play event in Part 1b. Use this Checklist to understand what skills you need to demonstrate in the practical task demonstration. The Checklist outlines the assessment criteria used to determine whether you have successfully completed this assessment event. All the criteria must be met. Your demonstration will be used as part of the overall evidence requirements of the unit. The assessor may ask questions while the demonstration is taking place or if appropriate directly after the task/activity has been completed.

Task

Task/Activity Performed

S

U/S

Assessor Comments

(Describe the student's ability in demonstrating the required skills and knowledge)

a.Discussed format and style with person requesting document

b.Used listening skills to respond appropriately.

c.Used appropriate meeting protocols

d.Used questioning techniques to confirm understanding

Part 3: Practical Tasks

Task 1: File Management

1. create a folder called BSBITU306_YourName in a location agreed with your assessor.
2. Copy the following assessment files from a location identified by your assessor to the folder BSBITU306_YourName:

1. Plan2go Letterhead Template
2. First Quarter Sales Report Draft
3. First QuarterRecommendations
4. Plan2go Logo - Internal Correspondence
5. BSB30415 Plan2go Style Guide

1. Create the following subfolders in the BSBITU306_YourName:
2. Letters
3. Data Sources
4. Spreadsheets
5. Presentations
6. Reports

Task 2: Create Data Source

1. Using the information below, select the appropriate technology and software to create a data source. Ensure that you break the information down into the required fields:

Name

Address

Destination

Mr James Wright

16 Lindon Street RANDWICK NSW 2031

South Africa

Ms Louise Philip

31 Low Street, PARRAMATTA NSW 2150

Peru

Mrs Mary Crane

5 South Road NOWRA NSW 2541

New Zealand

Mr George Abed

14 Den Avenue NARRABRI NSW 2390

South America

Ms Papry Prakash

65 East Street, GLENDALE NSW 2285

India

Enter your own name and title

50 Country Road BATHURST NSW 2795

Europe

1. Proofread the document.
2. Save the file as Customer Feedback Data in your BSBITU306_YourName folder in the appropriate subfolder.
3. Close the file.

Task 3: Create Mail Merge Letter

1. Using the Plan2go Letterhead Template and the information provided below, select the appropriate technology and software to create a : mail merge letter for the customer inquiry letters:
2. The Reference is CUSFB.LTR.mmyy
3. You should replace the mm with the current month and yy with the current year.
4. Example: December 2020 will be CUSFB.LTR.1220.

1. Using the data source you created in the task above, Customer Feedback Data, insert all required merge fields.
2. Body of letter:
3. Welcome back from your holiday to !
4. Plan2go was delighted to help plan your holiday to ensure you had an incredible time.
5. We would love to hear about your holiday experience as well as find out how you found our services. Please find enclosed a form to provide feedback on your holiday as well as your experience with us.
6. Please contact us if you have any other travel needs or information. We look forward to planning your next holiday.
7. Sign letter off from Di Cormack, Leader Customer Experience.

1. Proofread your document and check your document to ensure that it meets the requirements of the Plan2go Style Guide.
2. Save the file as Customer Feedback Letter in your BSBITU306_YourName folder in the appropriate subfolder.
3. Prior to merging the document, print a copy of the letter showing the field codes.
4. Complete the mail merge and print a copy of the last letter only (showing your name).
5. You do not have to save the merged letters. Close the documents.

Task 4: Calculate Sales and Commission

1. Using the information below, select the appropriate technology and software to create the following document:
2. Sales Report
3. January - March

Employee

January

February

March

Total Qtrly Sales excl. GST

GST

Total Qtrly Sales incl. GST

Commission

10%

3%

Alexandra Muir

$25,000

$30,000

$27,500

Tracey Holden

$15,500

$17,810

$26,480

Raine Bowder

$38,000

$10,000

$19,780

Susan Porvilla

$7,500

$14,478

$29,000

Lee Tan

$35,945

$40,521

$39,654

TOTALS

1. Enter appropriate formulas to calculate (these need to be accurate and efficient):

1. Total sales for the quarter excluding GST
2. GST component of the total sales, using an Absolute cell reference
3. Total quarterly sales including GST amount
4. Commission on Total Sales excluding GST for each employee, using an Absolute cell reference
5. Totals for each column

1. Under your main table, create a summary that only includes:

• Employees' names
• Employee's individual commission, to be paid
• Total row showing total commission for all employees
• Insert a formula linking the summary cells back to your main table, so that if you are to change the data in the cells above, your summary will automatically update.

1. Rename the sheet as 1^st Quarter Sales.
2. Insert a Pie Chart as an object in the sheet for the commission for each employee, include an appropriate chart title, percentages as your labels and a legend for employee names.
3. Insert a Column Chart as a new sheet (new sheet to be called Monthly Sales Comparison) for the monthly sales for all employees. Include an appropriate chart title and legend with the employees' names.
4. Proofread your document and check your document to ensure that it meets the requirements of the Plan2go Style Guide.
5. Save the file as First Quarter Employee Sales in your BSBITU306_YourName folder in the appropriate subfolder.

Task 5: Modify Information

After you created the document calculating the sales and commission for the first quarter, you receive the following email from Di Cormack:

Cormack, Di

From: Cormack, Di

Sent: Wednesday, September 2, 1:48 PM

To: Admin Officer

Subject: Tasks to complete

Hi

I have just reviewed the sales data for the first quarter and notice that there is a typo. Can you please amend Susan Porvilla's sales for January from $7,500 to $17,500.

Regards

Di Cormack

Leader Customer Experience

m: 0419 222 333

84 Lorimer Street, Docklands, VIC3004

p: 03 5550 5710//1800 975 710 (free)

1. Amend the data in your file.
2. Resave the file as First Quarter Employee Sales - Amended in your BSBITU306_YourName folder in the appropriate subfolder.
3. Print 1^st Quarter Sales sheet and Monthly Sales Comparison sheet, each on one page.
4. Close the file.
6. Ensure you complete all these tasks within the given timeframe (Specified by Julia in her original email).

Task 6: Create a presentation

1. Using the information below, select the appropriate technology and software to create the following presentation:

1

Heading: Plan2go

Sub Heading: First Quarter Sales

2

Heading: Monthly Sales

Insert the column chart from the file First Quarter Employee Sales - Amended as a link so it can be updated when required.

3

Heading: Employee Commission

Insert the pie chart from the file First Quarter Employee Sales - Amended as a link so it can be updated when required.

4

Heading: Highest Sales

Congratulate the salesperson who made the most sales for the quarter, include an appropriate picture /image/symbol.

1. Proofread your presentation and check your document to ensure that it meets the requirements of the Plan2go Style Guide.
2. Save the file as First Quarter Employee Sales Presentation in your BSBITU306_YourName folder in the appropriate subfolder.

Task 7: Use the "Help" function

1. During the completion of these practical tasks you are required to use the Help function at least once. When you do this your assessor will need to observe your practise and record their observations in Part 4 below.

Part 4: Assessment Checklist

Assessment Section

S/U

Comments

Task 1: File Management -

a.Files copied and folder structure created

Task 2: Create Data Source

a.Selected appropriate software program.

b.Identified, opened and generated files according to task requirements. Input appropriate content.

c.Data entered correctly with no spelling errors, clear and logical language.

d.File saved as Customer Feedback Data in Data Sources sub folder in BSBITU306_YourName folder.

Task 3: Create Mail Merge Letter

a.Mail merge letter created using the Plan2go Letterhead Template

b.Customer Feedback Data file used as the data source

c.Body of letter information entered correctly with no spelling errors or grammatical errors (proofread), layout checked prior to printing.

d.Letter meets Plan2go's Style Guide requirements

e.Copy of letter printed showing the field codes

f.Mail merge completed and copy of last letter printed showing student's name

Task 4: Calculate Sales and Commission

a.Appropriate software chosen

b.Data entered correctly without spelling errors, correct and accurate formulas used, proofread for errors.

c.Designed for efficiency of entry and maximised presentation options (efficient formulas used)

d."First Quarter Employee Sales" Spreadsheet meets Plan2go's Style Guide requirements

e.Pie chart inserted correctly with commission for each employee, appropriate chart title, percentages as your labels and a legend for employee names.

f.Column chart inserted correctly in new sheet (Monthly Sales Comparison) with monthly sales for all employees, appropriate chart title and employee names as legend.

Task 5: Modify Information

a.Modified Susan Provilla's sales for January from $7,500 to $17,500

b.File resaved as First Quarter Employee Sales - Amended in Spreadsheets subfolder in BSBITU306_YourName folder

c.Modified 1st Quarter Sales and Monthly Sales Comparison worksheets printed, on one page each

Task 6: Create a Presentation

a.Column chart and pie chart from the file First Quarter Employee Sales inserted as a link

b.All tasks completed in timeframe provided, as per Julia's email.

Task 7: Use Help Function

Demonstrates use of relevant Help functions to overcome problems (student needs to demonstrate to assessor at some stage during assessment)