Email and business letter write simple documents

PROJECT
PORTFOLIO

BSBWRT301 Write simple documents Trainer Guide

First published 2021

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Section 2: Draft your documents 8

Section 3: Finalise the documents 12



	09/02/2022
Business this assessment is based on:
Documents you will produce:

Section 1: Plan the documents
Complete this section before preparing your business documents.

intended for.

Describe the purpose

the	document	is

They are requested to review the internal communications policies and procedures.

software

List the tools (including technology and software applications) you will use to prepare each document.

Which layout will you use (Portrait/ landscape/page
margins/ header, footer?

Which styles are you required to use (Logo, font type, font size, for

• It will be written in a clear subject line.• The salutation and closing will be used as you would in a letter.

• As the email is for all staff, "Dear all" will be used.

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used.

• The following subtitles and descriptions will be included, using a font size of 14 points.

• Use Arial 10 for text.
• Keep it short.

Structure

four sessions that are as follows:

 Logo

 Date:

 Subject:

 Mail from the recipient

 Matter

The business letter will be divided into the

following sessions:

 Brief paragraph written with the

information

information will be written.

Information
List the key points each document must contain.

communications policies and procedures.

Attach:

The following style points should be followed when designing and producing newsletters.

 The Burleigh Accountants logo should be used as a header on each page of the newsletter.

 Keep it bright and clear.

 Break up blocks of text with photos, graphics or cartoons.

 Put text in boxes, or shaded paragraphs.

Copyright

 Use greeting and closing as you would in a letter.

 For clients use their first name or Mr or Mrs if preferred.

 Use bullet points if applicable.

 Keep the email brief.

The word “Memo”, capitalised, bolded and placed at the top and centre of the page, directly underneath the logo. You may use any font size larger than 14pt.

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Section 2: Draft your documents
Develop draft documents.

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	Document 1: Include description

Also attach your updated draft document containing any changes you made to the initial document because of your check.


Does the tone of the document reflect the writing style required as per the style guide?	The composition of the memorandum, email and business letter should be concise, friendly and professional in accordance with Burleigh Accountant's mission statement. In addition, the documents must be visually attractive and use unequivocal language.
		Email is a little more formal, since it is about informing employees about internal communications policies and procedures, which makes the subject matter formal.	The business letter is of a formal nature, since a response is being given to an applicant for a job that was not selected.
		Email is the most suitable for sharing this type of information, since apart from providing the information, an extra file is being shared.	The business letter is the most appropriate when you want to provide formal information and more so when it comes to a person outside the company.
		The purpose of the email is clear enough.
	Since the information provided is very clear.	The information provided to explain what needs to be done is very clear.

Draft an email. Attach proof of your draft email to this section of your Portfolio ( e.g.
	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 ☐

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Make changes and proofread document.

Make changes			Document 1: Include description
Make changes			I reviewed the three documents and I felt					I reviewed the three documents and I felt	I reviewed the three documents and I felt
Describe any changes			that I should not make any changes, since I					that I should not make any changes, since	that I should not make any changes, since
Describe any changes			followed all the requirements that were					I followed all the requirements that were	I followed all the requirements that were
you made here.			followed all the requirements that were					I followed all the requirements that were	I followed all the requirements that were
you made here.									recommended for the documents.
Proofread documents			All	three	documents	meet	the	All three documents meet the	All three documents meet the
Do the documents meet			organizational requirements you provided in					organizational requirements you provided	organizational requirements you provided
Do the documents meet			the style guide, are written in an					in the style guide, are written in an	in the style guide, are written in an
the	organisational		the style guide, are written in an					in the style guide, are written in an	in the style guide, are written in an
the	organisational		appropriate style, are sufficiently readable,					appropriate style, are sufficiently	appropriate style, are sufficiently readable,
requirements		(e.g.	appropriate style, are sufficiently readable,					appropriate style, are sufficiently	appropriate style, are sufficiently readable,
requirements		(e.g.	as I have used correct spelling, grammar,					readable, as I have used correct spelling,	as I have used correct spelling, grammar,
follow the style guide)?			as I have used correct spelling, grammar,					readable, as I have used correct spelling,	as I have used correct spelling, grammar,
follow the style guide)?

readable and has local
sentences and
paragraphs?

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

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