Unit of competency Outline

Date retreived
22/07/2026 10:26 AM AWST

Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.

Write business documents

Write business documents

Unit of competency
National Code
SITXADM003A
State Code
S6486
TGA Status
Deleted
DTWD Status
Deleted
Current Release Number
1.00
Current Release Date
01/01/2011
View on TGA
State Implementation and Classification
Approved Date
03/12/2010
Field of Education
100705 - Written Communication
Original Release Date
03/12/2010
Nominal Hours
25
Description
This unit describes the performance outcomes, skills and knowledge required to prepare and produce a range of business documents expressing complex ideas and requiring varying and complex formats, e.g. formal reports.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.Basic written communication skills are covered in SITXADM001A Perform office procedures, and basic research and presentation skills are covered in SITXADM002A Source and present information.
Notes
Elements and Performance Criteria
1 Determine document requirements.
  • 1.1 In consultation with relevant others, clearly define the business document requirements, including purpose, audience, format, style, content and scope.
  • 1.2 Obtain specialist assistance where appropriate and within budget parameters.
2 Conduct research.
  • 2.1 Conduct research according to the requirements of the document, using formal and informal data collection methods as appropriate.
  • 2.2 Analyse and assess data for relevance prior to incorporation into document, identifying key issues.
3 Prepare document.
  • 3.1 Develop the document using a suitable format, structure and style according to document purpose and organisation requirements.
  • 3.2 Select and use appropriate technology and software to suit the requirements.
  • 3.3 Use a range of document presentation and graphic techniques to enhance impact and effectiveness of the information presented.
  • 3.4 Use language and style appropriate to the document and intended audience, ensuring clarity of information and ease of reading.
  • 3.5 Make recommendations for action where appropriate.
  • 3.6 Review and check the document prior to finalisation to ensure it is accurate in content, free from spelling and typing errors, and meets all requirements.
  • 3.7 Adjust where necessary, and seek advice or comment from relevant others where appropriate.
  • 3.8 Publish the document in a format and style appropriate to the intended audience and purpose, and according to organisation guidelines.
4 Follow up document.
  • 4.1 Present and circulate document for comment as required.
  • 4.2 Respond to any feedback and comments received, and adjust document where required.
  • 4.3 Submit document to relevant persons as appropriate.
  • 4.4 Maintain and file copies of all documents within a secure and ordered system and according to organisation practices.
RANGE STATEMENT
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording in the performance criteria is detailed below.

Business documents may include:
reports
newsletters
submissions
proposals
project reviews
web pages
client databases
tenders
complex letters
project briefs
business and operational plans.


Audience may include:
colleagues
customers
clients
suppliers
government or business personnel
legal or professional bodies
general public.


Specialist assistance may be sought for:
facts and information
instructions
formats and designs
legal or financial advice
further sources of information and specialist advice.


Research may include:
formal and informal
primary and secondary sources
interviews and focus groups
conferences and seminars
library research
statistics, reports and other business or government documents
internet search
review of catalogues, brochures and industry journals
market research, such as surveys and questionnaires.


Technology and software may include:
computers
modems
scanners
photocopiers
printers
word processing
graphic design.


Document presentation techniques may include:
font size and style
headings
layout
use of space
use of bullet lists, numbers and other graphic devices
pagination
use of tables of content, divider sheets, footnotes, endnotes, referencing, appendices and other literary conventions
use of organisation stationery
type of binding, e.g. ring binder, spiral bound, wire bound, stapled or clipped
covers and coversheets
paper type and weight
logos, copyright information, etc.


Graphic techniques may include:
photographs
drawings
maps
diagrams
illustrations
cartoons
graphs and charts.
EVIDENCE GUIDE
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, the range statement and the Assessment Guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
preparation and presentation of written documents that express ideas and concepts clearly, concisely and correctly
ability to adapt tone, format, style and language to suit purpose and audience
preparation of multiple business documents covering complex issues and addressing different communication needs
preparation of a suitable range of business documents which could include reports, newsletters, submissions, proposals, project reviews, tenders, and business and operational plans
development of business documents within typical workplace time constraints that meet determined deadlines.


Context of and specific resources for assessment
Assessment must ensure:
that the candidate has accessed a fully equipped office environment using appropriate computers, printers, communication technology, information programs and publications to facilitate the processes involved in preparing and presenting business documents
use of current technology for document preparation
access to organisation policies, guidelines or requirements for document structure and design.


Methods of assessment
A range of assessment methods should be used to assess the practical skills and knowledge required to prepare business documents. The following examples are appropriate for this unit:
evaluation of a variety of documents produced by the candidate
case studies to determine requirements and develop document formats or outlines for varying purposes and audiences
review of research conducted by candidate for a particular project, including research methodology and selection and organisation of material
review of portfolios of evidence and third-party workplace reports of on-the-job performance by the candidate.
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
SITXADM004A Plan and manage meetings
SITXCOM005A Make presentations
SITXMGT002A Develop and implement operational plans
SITXMGT003A Manage projects
SITXMGT004A Develop and implement a business plan
SITXMPR001A Coordinate production of brochures and marketing materials
SITXMPR005A Develop and manage marketing strategies.


Assessing employability skills
Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors. How these skills are applied varies between occupations and qualifications due to the different work functions and contexts.
Employability skills embedded in this unit should be assessed holistically with other relevant units that make up the skill set or qualification and in the context of the job role.
Replaces
State Code National Code Title Type
E1989 THHGGA04B Prepare Business Documents Unit of competency