Scenario 

Tammy is the administration officer at a local health clinic named Happy Health. The clinic has been taken over by new management who would like to re-vamp the business. Part of the new management plans include updating their policies and procedures, and re-branding their documentation to give themselves a more modern and refreshed look. The clinic is quite outdated, from the furniture, technology and equipment as well as inner décor. The look and feel of the clinic business have never been updated in any way, as the previous owners were not too keen on change. They saw these activities as a waste of time and resources that would have been more disruptive than worthwhile to the nature of the business. 

While the new management team focus on renovating and updating the clinic’s physical environment, they would like Tammy to lead the administrative team in the management and update of the clinic documents. They have allocated a budget for marketing and this initiative is a project under that resource allocation. Tammy is responsible for establishing document standards for the business, the design and development of templates, developing document text, training staff to show them how to use the documents and devising a document review strategy to keep documents consistent. 

Management have provided Tammy with the following brief: 

 The clinic does not have any documentation standards 

 Documents should look fresh, clean and modern 

 Font and sizes should be easy to read for both patients and staff

 The corporate colours of the clinic are blues and greens 

 The software they use to develop their documents is Microsoft Word and PowerPoint 

 Staff are middle aged and older and are not comfortable with using complicated technology or functions.

Tammy has approached you to assist her with this project since you are the most experienced in document management amongst staff. You will need to help her with the design and implementation of the new documents for the clinic. 

Part A – Written questions

Complete the following questions as part of the initial research.  

1. Identify and discuss 2 types of legislative requirements you need to consider when designing and developing business documents. 

2. What is the role of technology in the re-design and development of documentation? 

3. Identify 3 types of internal and external documents the local health clinic can develop. 

Internal	External

4. Management allocated a budget of $2000 to design posters for distribution. Using the information in the table below, calculate the running total costs and confirm whether the budget provided is sufficient. (Please note that one day is equivalent to 8 hours.)