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1. In consultation with your assessor, nominate (a) an
appropriate workplace context
and (b) an administrative systems project to undertake to meet
assessment
requirements set out in this document. You may choose:
a. the creation of a new administrative system, such as an
electronic or paper-
based system, for example accounting systems, leave approval
systems,
expense approval systems, recordkeeping systems or any other
appropriate
and agreed system
b. revision of an existing system
c. new or existing system in a simulated business as determined
in agreement
with your assessor.
2. In consultation with users and stakeholders, establish the
need for, and identify the
requirements of, the new or modified administrative system.
System requirements
and considerations may include, for example:
a. size of the system
b. number and type of users
c. purpose and nature of system
d. ease-of-use versus complexity
e. capability and features
f. compliance requirements
g. cost constraints.
Consider the overall purpose of the system and at least two
system options or
alternative versions of the system capable of satisfying
organisational
requirements.
Research system options and collect evidence to submit to your
assessor of
evaluating options and establishing the accuracy and relevancy
of information.
Collect meeting minutes, emails or other correspondence as
evidence of
consultation and consideration of system options.
Develop a detailed list of final specifications. Include in your
specifications
compliance with at least one specific code of practice or
legislative requirement.
3. Obtain quotations from suppliers or developers in accordance
with the relevant
organisational policies and procedures (such as purchasing
policies) to submit to
your assessor. You must obtain at least two quotations to
compare.
If you are undertaking this assessment in a simulated business
context, your
assessor may agree that detailed cost estimates can take the
place of quotes as a
basis for evaluating system options.
It is important to remember the full range of potential suppliers
or developers from
which you might need to request quotes or develop costings.
Suppliers or
developers could include:
a. administrative system consultants
b. computer/software suppliers
c. efficiency consultants
d. equipment suppliers
e. IT technicians
f. IT trainers
g. internal staff/clients
h. office equipment suppliers.
Assessment Task 1 BSBADM504 Plan and implement
administrative systems
© 2015 Innovation and Business Industry Skills Council Ltd 1st
edition version: 1
Page 3 of 5
4. Use an appropriate method to select suitable suppliers or
developers. For example,
you may use a worksheet, spreadsheet or matrix to weigh and
prioritise
specifications and compare quotations in accordance with
business needs.
5. Consult with staff and organisational stakeholders to
determine implementation
strategies. Strategies could include, for example:
a. using external consultants
b. change management strategies
c. strategies for encouraging staff participation in all stages of
implementation
d. piloting the system for user-testing before wider release.
e. Collect meeting minutes, emails or other correspondence as
evidence of
consultation.
6. Develop a detailed implementation plan. Your plan may take
the form of an action
plan or project plan, for example, but should include timelines,
human and physical
resources, implementation strategies, and responsibilities. Your
plan should be
consistent with delivering requirements for the system agreed in
consultation with
others. Include the following implementation activities in your
plan:
a. physical development of the system and/or installation
b. testing
c. communications to introduce system and procedures
d. skills assessment and training.
7. Develop written procedures for the use of the system. Include
instructions for at
least one troubleshooting or alternative procedure, for example,
instructions on
what to do if the system goes off-line or malfunctions.
8. Develop a communication (email, letter, or other form of
business correspondence),
in accordance with your implementation plan, to introduce the
new system and
procedures to staff. Ensure you use communication skills and
appropriate language
(written and oral, and an oral question and answer component)
to explain the
purpose of the new system, win support and encourage staff to
participate in all
stages of the implementation process.
9. Provide training and support for staff. Choose one of the
following two options to be
carried out in accordance with your implementation plan:
a. Conduct a skills assessment to determine staff training needs.
Identify the
skills required by staff to use the system. Determine what skills
relevant staff
actually have and what skills staff need training for. Collect
evidence of the
skills assessment, such as a completed skills matrix.
b. Develop a training manual or handbook to train new users of
the system.
10. Develop a risk management plan. Your plan should
comprise a list of risks to
successful implementation such as:
a. compliance risks
b. need for modifications
c. lack of training
d. lack of confidence
e. loss of productivity.
Assessment Task 1 BSBADM504 Plan and implement
administrative systems
© 2015 Innovation and Business Industry Skills Council Ltd 1st
edition version: 1
Page 4 of 5
Your plan should include at least two activities to control the
risks at acceptable levels,
including, for instance, contingency planning, activities to
eliminate the risk, activities
to reduce the risks, or activities, such as purchasing insurance
to transfer risk.
11. Submit assessment documentation in accordance with
specifications below.
Specifications
You must submit:
● a specification for the new or modified administrative system
● evidence of consultation with users or stakeholders such as
meeting minutes,
emails, or other correspondence
● quotations from suppliers/developers (or detailed cost
estimates)
● evidence of evaluating suppliers such as worksheets, matrices
used to evaluate
supplier or developers
● a project/action/implementation plan
● a procedure or set of related procedures for the use of the new
system
● a communication (with evidence of oral Q & A) to introduce
and win support for
administrative system improvements
● a training handbook or evidence of skills assessment, such as
training needs
analysis (TNA)
● a risk management plan
● copies of relevant policies and procedures followed to
determine system
requirements, procurement or implementation, for example
Privacy Policy, Anti-
discrimination Policy, Procurement Policy, Training Policy
● a statement summarising and explaining the relevance of
legislative requirements
to the review of administrative systems.
Your assessor will be looking for:
● communication skills (using appropriate style, tone and
vocabulary) to recommend
alternative ways of completing tasks (in new written
procedures) and to discuss (in
oral Q and A to confirm understanding) changes in routines and
procedures (in
introduction to procedures)
● collaboratiion skills, adjusting oral presentation style and
vocabulary, to delivery
complex information
● literacy skills to write procedures, troubleshooting guides
and/or handbooks
● planning and organising skills to implement the system
smoothly
● problem solving skills to choose appropriate administrative
system specifications
from a range of possible solutions; and to anticipate and manage
risks to system
implementation
● research skills to assemble evidence and to evaluate
information for accuracy and
relevance
Assessment Task 1 BSBADM504 Plan and implement
administrative systems
© 2015 Innovation and Business Industry Skills Council Ltd 1st
edition version: 1
Page 5 of 5
● knowledge of key provisions of relevant legislation, standards
and codes that may
affect aspects of business operations and administrative system
implementation
● knowledge of organisational policies and procedures relating
to specific tasks
● knowledge of the relevance of legislative requirements.
Adjustment for distance-based learners
● No changes to the assessment procedure or specification are
required.
● Documentation may be submitted electronically.
● A follow-up interview may be required (at the discretion of
the assessor).

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1. In consultation with your assessor, nominate (a) an appropria

  • 1. 1. In consultation with your assessor, nominate (a) an appropriate workplace context and (b) an administrative systems project to undertake to meet assessment requirements set out in this document. You may choose: a. the creation of a new administrative system, such as an electronic or paper- based system, for example accounting systems, leave approval systems, expense approval systems, recordkeeping systems or any other appropriate and agreed system b. revision of an existing system c. new or existing system in a simulated business as determined in agreement with your assessor. 2. In consultation with users and stakeholders, establish the need for, and identify the requirements of, the new or modified administrative system. System requirements and considerations may include, for example:
  • 2. a. size of the system b. number and type of users c. purpose and nature of system d. ease-of-use versus complexity e. capability and features f. compliance requirements g. cost constraints. Consider the overall purpose of the system and at least two system options or alternative versions of the system capable of satisfying organisational requirements. Research system options and collect evidence to submit to your assessor of evaluating options and establishing the accuracy and relevancy of information. Collect meeting minutes, emails or other correspondence as evidence of consultation and consideration of system options. Develop a detailed list of final specifications. Include in your specifications
  • 3. compliance with at least one specific code of practice or legislative requirement. 3. Obtain quotations from suppliers or developers in accordance with the relevant organisational policies and procedures (such as purchasing policies) to submit to your assessor. You must obtain at least two quotations to compare. If you are undertaking this assessment in a simulated business context, your assessor may agree that detailed cost estimates can take the place of quotes as a basis for evaluating system options. It is important to remember the full range of potential suppliers or developers from which you might need to request quotes or develop costings. Suppliers or developers could include: a. administrative system consultants b. computer/software suppliers c. efficiency consultants d. equipment suppliers
  • 4. e. IT technicians f. IT trainers g. internal staff/clients h. office equipment suppliers. Assessment Task 1 BSBADM504 Plan and implement administrative systems © 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1 Page 3 of 5 4. Use an appropriate method to select suitable suppliers or developers. For example, you may use a worksheet, spreadsheet or matrix to weigh and prioritise specifications and compare quotations in accordance with business needs. 5. Consult with staff and organisational stakeholders to determine implementation strategies. Strategies could include, for example: a. using external consultants b. change management strategies c. strategies for encouraging staff participation in all stages of
  • 5. implementation d. piloting the system for user-testing before wider release. e. Collect meeting minutes, emails or other correspondence as evidence of consultation. 6. Develop a detailed implementation plan. Your plan may take the form of an action plan or project plan, for example, but should include timelines, human and physical resources, implementation strategies, and responsibilities. Your plan should be consistent with delivering requirements for the system agreed in consultation with others. Include the following implementation activities in your plan: a. physical development of the system and/or installation b. testing c. communications to introduce system and procedures d. skills assessment and training. 7. Develop written procedures for the use of the system. Include instructions for at least one troubleshooting or alternative procedure, for example,
  • 6. instructions on what to do if the system goes off-line or malfunctions. 8. Develop a communication (email, letter, or other form of business correspondence), in accordance with your implementation plan, to introduce the new system and procedures to staff. Ensure you use communication skills and appropriate language (written and oral, and an oral question and answer component) to explain the purpose of the new system, win support and encourage staff to participate in all stages of the implementation process. 9. Provide training and support for staff. Choose one of the following two options to be carried out in accordance with your implementation plan: a. Conduct a skills assessment to determine staff training needs. Identify the skills required by staff to use the system. Determine what skills relevant staff actually have and what skills staff need training for. Collect evidence of the skills assessment, such as a completed skills matrix.
  • 7. b. Develop a training manual or handbook to train new users of the system. 10. Develop a risk management plan. Your plan should comprise a list of risks to successful implementation such as: a. compliance risks b. need for modifications c. lack of training d. lack of confidence e. loss of productivity. Assessment Task 1 BSBADM504 Plan and implement administrative systems © 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1 Page 4 of 5 Your plan should include at least two activities to control the risks at acceptable levels, including, for instance, contingency planning, activities to eliminate the risk, activities to reduce the risks, or activities, such as purchasing insurance to transfer risk.
  • 8. 11. Submit assessment documentation in accordance with specifications below. Specifications You must submit: ● a specification for the new or modified administrative system ● evidence of consultation with users or stakeholders such as meeting minutes, emails, or other correspondence ● quotations from suppliers/developers (or detailed cost estimates) ● evidence of evaluating suppliers such as worksheets, matrices used to evaluate supplier or developers ● a project/action/implementation plan ● a procedure or set of related procedures for the use of the new system ● a communication (with evidence of oral Q & A) to introduce and win support for administrative system improvements ● a training handbook or evidence of skills assessment, such as training needs analysis (TNA)
  • 9. ● a risk management plan ● copies of relevant policies and procedures followed to determine system requirements, procurement or implementation, for example Privacy Policy, Anti- discrimination Policy, Procurement Policy, Training Policy ● a statement summarising and explaining the relevance of legislative requirements to the review of administrative systems. Your assessor will be looking for: ● communication skills (using appropriate style, tone and vocabulary) to recommend alternative ways of completing tasks (in new written procedures) and to discuss (in oral Q and A to confirm understanding) changes in routines and procedures (in introduction to procedures) ● collaboratiion skills, adjusting oral presentation style and vocabulary, to delivery complex information ● literacy skills to write procedures, troubleshooting guides and/or handbooks
  • 10. ● planning and organising skills to implement the system smoothly ● problem solving skills to choose appropriate administrative system specifications from a range of possible solutions; and to anticipate and manage risks to system implementation ● research skills to assemble evidence and to evaluate information for accuracy and relevance Assessment Task 1 BSBADM504 Plan and implement administrative systems © 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1 Page 5 of 5 ● knowledge of key provisions of relevant legislation, standards and codes that may affect aspects of business operations and administrative system implementation ● knowledge of organisational policies and procedures relating to specific tasks ● knowledge of the relevance of legislative requirements.
  • 11. Adjustment for distance-based learners ● No changes to the assessment procedure or specification are required. ● Documentation may be submitted electronically. ● A follow-up interview may be required (at the discretion of the assessor).