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BSBTEC601 Review organisational digital strategy ASSESSMENT TASK 5 Finalise digital strategy review report ASSESSMENT INSTRUCTIONS This task will require you to finalise the draft digital strategy review report by obtaining feedback from stakeholders. Prior to commencing this task, you must have completed Workplace Project Tasks 1 to 4. To complete this task, you must: Review the following information from Workplace Project Task 4 : o Updated draft digital strategy review report o Feedback obtained from stakeholders on the draft digital strategy review report Edit the draft digital strategy review report based on the feedback obtained from at least two stakeholders on the draft digital strategy review report in Workplace Project Task 4 . Proofread the edited draft report for accuracy of content, grammar, spelling and punctuation, and finalise report in preparation for distribution. Review Workplace Project Task 5 – Assessor’s Checklist before starting this task. This form outlines the following: Resources you are required to access to complete the task. All criteria your submission must address to satisfactorily complete this task. Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment. Review the template you will use to complete this task. If you are using a template from your workplace/organisation, discuss with your assessor to ensure that the template covers all requirements that apply to this task. Otherwise, use the Generic Digital Strategy Review Report template provided.
DIGITAL STRATEGY REVIEW REPORT Learner Name Elias L. Miranda Junior Workplace/Organisation Grow Management Consultants Date Prepared Approved for Implementation By [ Leave Blank till Approved for Implementation] Name Role Date Approved VERSION CONTROL AND DOCUMENT HISTORY Date Summary of Modifications Version A feedback form asking for specific feedback, suggestions, or queries after each section of the report, thus making it easier to check and implement the suggested modifications into the final report. A one-on-one meeting with each stakeholder and discuss the report, especially the conclusions and recommendations, taking note of the key points of discussion. Add more rows as necessary ORGANISATION POLICIES AND PROCEDURES UNDER REVIEW Title of the Policies and Procedures Brief Description of the Policies and Procedures Purpose of Review Internal Security Policy Ensure that all financial operations, performance indicators and results support the strategic policies. It includes how I interpret the business type and industry, what the digital strategy suitable for the business. Data Protection Policy and Procedure. Identify new and expand existing sources of revenue, including establishing a training college to offer accredited training in leadership (long term goal for 2021 onwards). The position of resources that the business currently has, what kind of digital strategy goals that the business wishes for, and any other issues.
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INFORMATION COLLECTED FOR REVIEW Type of Data Brief Description of Method of Data Collection Database/Spreadsheet with Organised Data Method of Data Analysis Key Results from Evaluation of Data against Review Criteria Issues Identified in Data Interpretation and Evaluation Performance review reports Identify the performance review reports that were accessed to review achievement Insert name of da t aba se / spread shee t where the collected information is organised or provide link to the document. Name the technique, tool or statistical software used to analyse the data collected. List the key results from interpretation and evaluation of Note any issues on data interpretation and evaluation arising from erroneous or incomplete data, incorrect sampling, vague responses, etc. of relevant Key Performance Indicators information against the review Add rows as against set targets. criteria from the review plan. more necessary Segmentation, targeting, and positioning. 5 Ss objectives (sell, serve, sizzle, speak, and save). - Sell (customer acquisition and retention targets). - Serve (customer satisfaction targets). - Sizzle (site stickiness, visit duration). - Speak (trialogue; number of engaged customers). Save (quantified efficiency gains). 5 Ss; web analytics; KPIs. E-marketing mix (including: the communications mix, social networking, what happens when?). Internal and external resources; marketing mix. Process of reporting and actions and e-campaign initiative schedule. Primary research data Add more rows as Describe the primary research method(s) used such as surveys, interviews, focused group discussion, etc. Provide details such as number of respondents, questionnaire design, mode of administration, etc.
necessary Customer satisfaction surveys. Site visitor profiling. Sell (customer acquisition and retention targets). Serve (customer satisfaction targets). Sizzle (site stickiness, visit duration). Speak (trialogue; number of engaged Integration (consistent OVP) and database. Frequency of reporting. Details of contact strategy; external agencies. customers). Save (quantified efficiency gains). Frequency of reporting. Process of reporting and actions. Internal and external resources; marketing mix. Tools (web functionality, e- mail, IPTV, etc.) Process of reporting and actions. E-campaign initiative schedule. Secondary research data Add more rows as necessary Include the sources of secondary research method(s) used such as government legislation or policy documents, organisational policies and procedures, and research reports.
Type of Data Brief Description of Method of Data Collection Database/Spreadsheet with Organised Data Method of Data Analysis Key Results from Evaluation of Data against Review Criteria Issues Identified in Data Interpretation and Evaluation End to end online ordering and delivery system. Integrate and implement of Customer Relationship Management (CRM). It will overcome the issue of current customer information that only stored in the administration officer’s email. Online presence – it is referring to how and where the customer and other business see Grow Management Consultant business through several ways such as business website, social media profiles (LinkedIn, Facebook, Twitter, or YouTube), corporate advertising profiles (if any), - GMC company still using conventional (traditional) method of ordering process such as: 1. Customer still send email to place an order detail. 2. Invoice and payment still made via bank transfer. I personally encounter an issue in interpreting the information. It includes: - How I interpret the business type and industry. - What the digital strategy suitable for the business. - https://www.business.qld.gov.au/ru nning-business/it/digital- strategy/conducting- audit Online/offline marketing and promotion activities. It will boost GMC’s marketing and brand development strategy to increase sales. Links, information, reviews, or article appearing on other businesses’ websites. 3. File of payment are still delivered via Dropbox link (third party company of online storage). 4. Customer information only stored in the administration officer’s email. The position of resources that the business currently has. - What kind of digital strategy goals that the business wishes for, and any other issues.
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FINDINGS [ PRELIMINARY/FINAL] Outline key findings from the analysis of information according to the review plan. a. Invoice and payment still made via bank transfer. b. File of payment are still delivered via Dropbox link (third party company of online storage). c. Customer information only stored in the administration officer’s email. Add more rows as necessary. OUTCOMES [ PRELIMINARY/FINAL] Ou t lin e o u t c o mes a n d / o r iss u es id en t ifie d in t h e d igit a l stra t egy fro m t h e re v iew . a. How I interpret the business type and industry. b. What the digital strategy suitable for the business. c. The position of resources that the business currently has. Add more rows as necessary. RECOMMENDA TIO NS Recommendations from digital strategy review of the identified organisational policies and procedures. a. A one-on-one meeting with each stakeholder and discuss the report, especially the conclusions and recommendations, taking note of the key points of discussion. b. A feedback form asking for specific feedback, suggestions, or queries after each section of the report, thus making it easier to check and implement the suggested modifications into the final report. c. Online/offline marketing and promotion activities. It will boost GMC’s marketing and brand development strategy to increase sales.
Add more rows as necessary.
WORKPLACE PROJECT TASK 5 – ASSESSOR’S CHECKLIST This form is for the assessor’s use only. This Assessor’s Checklist outlines the specific criteria that the learner’s submission must satisfactorily meet for Workplace Project Task 5 . This form is to be completed by the learner’s assessor to document their assessment of the learner’s submission in Workplace Project Task 5 . Task Overview This task requires the learner to finalise the draft digital strategy review report by incorporating feedback from stakeholders. The final digital strategy review report the learner submits for this task must address the following: Edits to incorporate feedback obtained from stakeholders in Workplace Project Task 4 . Proofreading to ensure it is accurate in terms of content, grammar, spelling and punctuation. Instructions to the Assessor Before the assessment Access and review the following information from Workplace Project Task 4 : o Updated draft digital strategy review report o Feedback obtained from stakeholders on the draft digital strategy review report Review the items in this checklist and contextualise, as appropriate to the workplace context of the learner. Update the criteria listed in this checklist to match these requirements. IMPORTANT: The criterion currently listed in the checklist below are only generic criterion that may not necessarily apply to the project the learner is currently working. The assessor must ensure this checklist has been contextualised to reflect the requirements that apply to the project before the learner starts this assessment task. Provide the learner with access to templates/forms from the workplace/organisation/your RTO to complete this project. Contextualise these required/templates forms to reflect the requirements of this project task. Discuss the resources required by the learner to complete the task, and ensure that they have access to these resources. Discuss this assessment task with the learner, including the criteria they need to meet to satisfactorily complete this task. Review this form with the learner and address any queries or concerns they may have about it. When assessing the learner’s submission Review the learner’s submission.
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For each criterion listed in this checklist:
o Tick YES if you confirm the learner’s submission satisfactorily meets the criterion. o Tick NO if you confirm the learner’s submission does not satisfactorily meets the criterion. Write specific comments on the learner’s performance in each criterion. Your feedback/insights will be helpful in addressing any area(s) for improvement. After assessing the learner’s submission Complete all parts of the Assessor’s Checklist , including the Assessor Declaration on the last page of this form. Your signature must be handwritten. Learner Details Learner Name Title/Designation Assessor/Observer Details Assessor/ Observer Name Training Organisation Relevant Qualifications Held Assessment Context Assessment Environment Learner’s Workplac e Simulated Workplace Workplace/ Organisation State/Territory Resources required fo r assessment The draft digital strategy review report updated in Workplace Project Task 4. Feedback obtained from stakeholders on the draft digital strategy review report in Workplace Project Task 4 Learner Assessment Briefing Date of assessme nt briefing The assessor confirms: YES/NO
1. They have discussed with the learner the workplace task they are required to complete for this assessment. NO YES
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2. They have discussed with the learner the resources they are required to access to complete the workplace task. NO YES 3. The learner understands they will be assessed while completing this NO YES
workplace task, as well as any document(s) they will complete as part of this task. 4. They have discussed with the learner the instructions on how they are to undertake the workplace task. YES NO 5. They have provided the learner guidance on how they can satisfactorily complete the task. YES NO 6. They have discussed with the learner the criteria (outlined below) they are required to meet to satisfactorily complete the task. YES NO 7. They have addressed the learner’s questions or concerns about the workplace task and the assessment process. YES NO
ASSESSOR’S CHECKLIST The Final Digital Strategy Review Report document submitted by the learner: YES/NO Assessor’s comments 1. Includes updated version number and document history, to reflect modifications done after incorporating feedback from relevant stakeholders received in Workplace Project Task 4 . Version controls and document histories must be aligned with the organisation’s processes. In this case: YES NO a. Version number must indicate third or more iteration of the document. YES NO b. Brief document history indicates the activity done to the document, such as modifications done after incorporating feedback from stakeholders. YES NO 2. Is edited to include feedback obtained from relevant stakeholders. Changes made to the Digital Strategy Review Report must correspond to the feedback obtained from stakeholders in Workplace Project Task 4. For example, if feedback suggests that findings of the digital strategy review are unclear, more details should be added to the Digital Strategy Review Report to explain the findings and ensure clarity. YES NO 3. The Digital Strategy Review Report is proofread to ensure accuracy of accuracy of content, grammar, spelling and punctuation. The Report has been checked to ensure: YES NO a. Appropriate sentence framing YES NO b. No repetitive or redundant information YES NO c. Clear and concise content, including: YES NO No jargons or technical terms without appropriate definitions Brief but complete information YES NO d. No grammatical errors YES NO e. No spelling errors YES NO f. Correct punctuation YES NO
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4. Conveys information and requirements using language and structure appropriate to the audience YES NO a. Uses appropriate vocabulary Uses simple words and sentences that are easy for audience to understand. YES NO b. Uses appropriate structure Has clear flow of information in the review report across all elements. YES NO