Business document design and development strategy

Design and Development

(BSBADM506)

Objectives

1. Establish documentation standards

2. Manage template design and development

3. Develop standard text for documents

4. Develop and implement strategies to ensure the use of standard

documentation

5. Develop and implement strategies for maintaining and improving

documentation

1. Establish documentation standards

1.1 Identify organisational requirements for document design and production

1.2 Evaluate the organisation’s IT capability in terms of document design and production

1.3 Identify types of documents used and required by the organisation

1.4 Establish documentation standards and design tasks

1.1 Identify organisational requirements for

document design and production

Identify and discuss:

 Criteria for document production

 Ethical and legal requirements

 Design formats

 Storage

 Output

Example: https://www1.health.nsw.gov.au/pds/ActivePDSDocuments/PD2012_069.pdf

https://www1.health.nsw.gov.au/pds/ActivePDSDocuments/PD2012_069.pdf
1.2 Evaluate the organisation’s IT capability in

terms of document design and production

Limitations

How to analyse document production

needs

IT resources

Available software

Application software

Hardware

Cost restraints

1.3 Types of documents

Documents produced may include:

 Spreadsheets and databases

 A range of business letters and forms

 Emails, memos and faxes

 Web pages

 Flyers, brochures, newsletters and business

cards

 Reports

 Tenders

 Booklets

 Certificates or awards

1.4 Establish documentation standards and

design tasks

 technology requirements

 information communicated

 budget and time constraints

Develop a style guide

 Design requirements include:

 electronic/paper media

 creating templates

 binding style and media

 cover appearance

 margins, fonts and spacing

 headers and footers

 drawings and images.

Develop a style guide

 Guidance on content:

 Writing/language

 Style

 Formatting

 Drafting

 Editing and proofing

 Legal/regulatory requirements

 Checking final copy

Finish a document or publication

 colours

 graphics

 printing process

 copying

 colour photocopying

 print quality

 page styles

 overall presentation.

Specific design tasks:

 Identify client requirements for document design

 Locate appropriate precedents

 Use appropriate page layout software

 Apply macros to speed up production

 Liaise with external personnel

 Seek external IT expertise

2. Manage template design and

development

2.1 Ensure standard formats and templates suit document requirements

2.2 Ensure document templates enhance readability and appearance, and meet style and layout requirements

2.3 Test templates, obtain feedback and make necessary amendments

2.1 Ensure standard formats and templates

suit document requirements

 Templates may include:

 a basic template for staff meeting minutes, but a more complex format for a board meeting

 different standard letters for inquiry, unsuccessful candidates, overdue payments, customer