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INFORMATION STUDIES GCSE

 

 COURSEWORK PORTFOLIO

 

WOODLANDS GOLF CENTRE

 

 

 

 

 

 

STUDENT PACK

Links to sections of this assignment:

Context Task 3 Task 7 Resource sheet 4
Brief Task 4 Task 8 Resource sheet 5
Task 1 Task 5 Resource sheet 1 Resource sheet 6
Task 2 Task 6 Resource sheet 2 Useful Sources

Context

 

'Woodlands Golf Centre' is a privately owned golf centre.

It has two 18-hole golf courses and one 9-hole course.

There is a golf range where the public can practice or have golf lessons.

They have 3 resident golf professionals who can provide golf lessons to the public.

One 18-hole course is open to the public and may be booked on a daily basis. The other courses are only open to members, who pay an annual fee.

The golf centre has a golf shop where they sell a wide range of golf and other sporting equipment and clothing. It also has a restaurant (The Tasty Bite) and bar facilities.

The golf centre has been open for 4 years now, and has become well established.

The owners use one personal computer to carry out some of the financial and administrative functions at the golf centre.

The computer has an integrated suite of programmes that provides them with word processing, database, spreadsheet, graphics and desktop publishing facilities.

They have not yet purchased any other software.

The owners require advice on how new technological developments such as the Internet, multi-media applications, e-mail etc may help them make better use of Information Technology in the business.

The owners require advice on what additional Information Technology hardware and facilities they will need to install to have a network of computers installed at the Golf Centre (including Information Technology facilities in the golf shop, restaurant (Tasty Bite), offices (for payroll, cash flow forecasting, letters, newsletters etc., and for the Membership Secretary (membership database).

 

Brief

Your task in this unit of work is to demonstrate the range of IT applications used by the golf centre to help with their administration. Printouts must be produced as evidence of this work.

Your portfolio of work should include the following:

 

Word Processing:

Letter to new members

Memo to Membership Secretary

 

Desktop Publishing:

Newsletter template

Newsletter

Single page flyer (DTP) showing use of text wrap

 

Database:

Membership database

 

Spreadsheet:

Cash Flow Forecast for "Tasty Bite" Restaurant

 

Presentation and Graphics:

Drawing of golf centre facilities

Slideshow/presentation to advertise the golf centre in the window of a shop in a nearby town

 

In addition, you should understand and be able to write about:

the input, output, storage and processing devices needed by the golf centre to carry out all of the business functions they wish to undertake (you may wish to produce a diagram for this work)

the social and economic effects of introducing new technology

a description of new technological developments and the impact they may have on the Golf Centre

An explanation of how the introduction of new technology will affect the lives of people working and using the Golf Centre

how a computerised stock control system works

how an EPOS till will be used in the golf shop

the purpose of the bar code reader and the information it reads

the purpose of the bar code

how a scanner/digital camera is used to import images

the input and output devices needed for importing scanned images

how data in the membership database will be validated and the types of checks that would be carried out, i.e. character type, range and length

the importance of accuracy and security of data

The Data Protection Act and how it affects the Golf Centre

Methods used for (and reasons for) data backup

Methods used to avoid damage to data from computer viruses and/or malicious damage

 

Note

Throughout this unit of work you should be checking and amending any errors in your work. Highlight any changes you need to make to the original copy and keep this as it is evidence of editing and amending your work.

It is your responsibility to annotate (write on) each printout you produce to help your teacher and the moderator identify the functions you have carried out on that piece of work.

You cannot be awarded marks if it is not clear which performance criteria statement you are addressing.

At the end of each Task you will find a Glossary of Terms. These are terms used in Information Technology that you MUST understand to carry out the tasks properly. If you do not understand the terms listed in the glossary you should research them thoroughly BEFORE starting on the task – making notes for yourself as you do so.

 

All your written work and the Glossary of Terms created during this unit of work should be kept safely for revision.

 

Some useful sources of information:

GCSE Information Technology Companion (on-line Information Technology text book available on floppy disk for £1) – requires a PC computer running Microsoft Windows v3.1 (or later) and Microsoft Internet Explorer (or other Web Browser).

 

E-Pack – KS4KP1 – Electronic book – Available –in the Drive Y:\EPACK folder.

 

Information Technology – Student Handbook KS3, KS4 & GCSE – by Gareth Williams (available for £2 from school)

 

Intermediate Information Technology – GNVQ Textbook – by Sarah Chacko, Stephen Farrell, Hilary Rowley & Alison Page.

 

Various computer magazines – including Computer Shopper, PC Plus, Which PC, PC Computer World etc.

 

KeyBytes – Electronic Learning System – Several relevant sections – ask your Information Technology teacher for the relevant password to start and work through the section(s) required.

 

On-line help – available when using all Windows-based software applications. Usually by pressing the F1 key you will call up context-sensitive help. On-line help may also contain "how to...." guides to help you carry out common tasks.

 

Idiots Guides – some available from Hyde Technology School library – these are amusingly written guides to the major software applications in use at Hyde Technology School.

 

Task One - Introduction

 

Learning Objectives:

To identify and explain a business problem/situation and recommend a course of action (AO3a)

To describe input/output/processing devices needed to collect, store, process and communicate information (AO1c)

To explain applications and effects of new technologies, particularly social and economic issues (AO4a)

To explain new technological developments used by industry and commerce in communicating and handling information (AO4b)

Discuss & review impact of new technologies on methods of working (AO4c)

 

Activity

The owners of the golf centre have asked you to advise them on how to improve the administration of the golf centre making more (and better) use of Information Technology.

Write a brief introduction (max 2 pages) to the problem explaining the background to the golf centre (see "Context" section on page 1), what the likely uses of Information Technology will be (see "Brief" section on page 2), and recommending the hardware, software, processing, storage and other facilities needed to solve the problem. (AO3a & AO1c)

Explain the possible social and economic effects of the introduction of new technology in the golf centre (max 2 pages). In particular, explain how the new technology affects the employees and the owners of the centre. (For example – saving staff time; de-skilling jobs; need for new skills; staff training; costs of facilities; etc) (AO4a)

Describe the possible uses of new technological developments (such as the Internet, e-mail, computer networks, multi-media applications, video conferencing etc) by the golf centre or its staff (max 2 pages). (For example – the use of multi-media packages for teaching golf skills; advertising the golf centre facilities on the Internet; communicating with golf centre members using e-mail etc) (AO4b)

Discuss how the introduction of Information Technology has changed (or will change) the work that people do at the golf centre (including the possible benefits to members of the Centre), and any other effects on peoples’ lifestyles (max 2 pages) (eg. Shorter working hours, more leisure time, etc.) (AO4c)

 

 

Task Two - EPOS and Stock Control

 

Learning Objectives:

to be able to identify and explain a business problem/situation and recommend a course of action

to be able to explain the purpose of a bar code reader in the golf shop

to be able to describe a bar code and how it works

to be able to describe the input and output devices that would be needed with a stock control system

 

 

Activity

The owners do not have a stock control system for the golf centre. They are considering buying one but at the moment they keep a record of all their suppliers on a database, and they keep daily records of stock sold on a spreadsheet.

The owners of the golf centre want to make sure that just enough stock is kept in the golf shop to meet customer needs. They are considering introducing a stock control system. Explain the problem and then recommend what the owners should do. (AO3a)

If they use an EPOS till in the golf shop it will include a bar code reader. Explain the purpose of the bar code reader. (AO1c)

Explain how the bar code works (include a diagram of a bar code in your explanation). (AO1c)

 

 

 

Checklist

Explanation of purpose of a bar code reader

Explanation of how a bar code works

Description of input/output devices used in stock control system

 

 

Glossary of Terms

stock control program EPOS till stock file

bar code reader check digits supplier file

 

 

Task Three - Desktop Publishing & Word Processing

 

Learning Objectives:

to use a desktop publishing package to produce a newsletter template

to use the desktop publishing package to incorporate text and graphics and use text wrap facility

to be able to use columns, frames and borders in the production of a document

to understand and be able to describe how and when to use a scanner

to use word processing facilities to produce a business letter to new member

 

Activity

Once a month the golf centre sends out a newsletter to all their members, informing them of competitions, social functions and advertising the golf professionals, their tuition fees and advertisements for products sold in the golf shop. Local businesses, such as taxi firms, also advertise in the newsletter. Resource Sheet 6 shows some ideas on layout for the newsletter front page.

Use a DTP package to design the layout of the front page of a newsletter. Save and print this layout design. Annotate it "Newsletter template".

Produce a copy of the newsletter. It should include a title for the newsletter, the golf centre logo, columns of text, clip art and/or scanned images, a variety of font styles and sizes, text wrap, text that has been aligned in different ways, borders and any other facility you may wish to include. You MUST make sure that you print your work at various stages so that marks can be given as shown on the Student Skills Assessment Sheet for Word Processing/Desktop Publishing. (WP/DTP a, b, c, d, e, f, g, h).

Describe how a scanner and/or a digital camera can be used by the golf centre to import images into the newsletter. Include details of the hardware required to carry out such activities. (A/O 1.c)

New members of the golf centre are sent a letter welcoming them and inviting them to a free evening meal in the restaurant "The Tasty Bite". Word-process a letter from the Woodland’s Golf Centre General Manager (Mr A Smith) to a new member. The body of the letter must include the following data (use TABs to line the data up correctly):

 

Alternative dates Arrival time Approximate end

25th November 1998 8.30 pm 11.00 pm

27th November 1998 9.00 pm 11.30 pm

Make sure your letter follows standard business latter layout in every other way (see Resource 1 for layout details) and includes some text which is left and right aligned, centred and fully justified. (WP/DTP c, e)

 

Checklist

Newsletter template

Newsletter

Written explanation of how a scanner might be used to help produce the newsletter

Word-processed letter to a new member

 

 

Glossary of Terms

text wrap scanner TABs digital camera

 

Task Four - Membership Database

 

Learning Objectives:

to be able to design a database using files, records and fields

to be able to design the file structure

to be able to design a data collection sheet

to be able to insert data into the database

to be able to add, amend and delete data

to use complex search conditions

to use sort conditions

to print database reports

to change the layout of the database by using different formats

to use integrated software incorporating a database to produce business documents

to explain the importance of validation and verification of data

to explain the importance of security and accuracy of data

 

 

Activity

When a new member joins the golf club he or she has to fill in an application form. This data is then input into a database. Resource Sheet 5 suggests some field names that you may wish to use in the database design.

ON PAPER (not on computer) design a database file structure to store membership details. State the filename, field names, field descriptions (what information each field will store), data types (ie. Number, text/character, date etc), and field lengths. The database MUST have at least 10 fields. State where you will use validation checks for certain fields. (D a, b.), (AO4d). Show your database design to your teacher.

ON COMPUTER use suitable software to create the database you have designed in Activity 1 above.

ON COMPUTER design a data collection sheet. This should be a Membership Application Form and can be designed either using the database software or Word processing/desktop publishing software. (D.c)

Input at least 10 records into the database you have designed and created in Activity 2 above. Print out a full listing of your database. Annotate this printout "Full database file printout". (D.d)

Change one or more details in one of your database records. Print out the full listing again. Annotate this printout "Amended record". Make sure you highlight on this printout the record you have changed. (D.e)

Delete one record in your database. Print out the full listing again. Annotate this printout "Deleted record". Highlight the record you have deleted on the printout that you obtained from Activity 4 above (The one you have annotated "Full database file printout". (D.e)

Add one record to your database. Print out the full listing again. Annotate this printout "Additional record". Highlight the record you have added on this printout. (D.e)

Carry out a SEARCH for data that matches more than one criterion – For example DATE_OF_BIRTH greater than 20/08/1969 AND NEW_MEMBER equal to Y. The printout should be annotated "Search for ............" giving an explanation of what you used as your search/filter criteria and what you have found. (D.f) NOTE: If using Microsoft Access you will need to set up a QUERY to carry out this activity.

Carry out an alphabetical sort of the data. Print out the listing. Annotate this printout "Alphabetical sort on ................ field" stating which field you sorted on. (D.g) NOTE: If using Microsoft Access you will need to set up a QUERY to carry out this activity.

Carry out a numerical sort of the data. Print out the listing. Annotate this printout "Numerical sort on ................. field" stating which field you sorted on. (D.g) NOTE: If using Microsoft Access you will need to set up a QUERY to carry out this activity.

Print a database report by selecting the fields you want to display and hiding others. You may add groupings if appropriate, and also summary information to the report (or add a heading to the top etc). Annotate the printout "Database report". (D.h)

Produce a printout of the data in the database where the original layout has been changed. For example you may have designed a different data entry form to input data on screen OR you may choose to change the page layout from portrait to landscape (or vice versa) OR you can change the font size(s), style(s) etc. Annotate this printout "Change in format". (D.i)

Copy a single record to the clipboard and paste it into a simple word processed memo form. Send this data record to the Membership Secretary. See Resource 2 for an example of the layout of a simple Memo. Annotate this printout "Database record pasted into word processed memo". (D.j)

Explain how and why the data in the membership database should be kept secure, and why it must be accurate. (AO4d) NOTE: This explanation can be handwritten.

Carry out a search for the word "Golf" using Microsoft Encarta. The search is likely to find many entries. Refine your search by adding further search criteria. Briefly explain (in writing) how you refined your search until you found the exact information required. (Database Portfolio requirement from Page 16 of Handbook)

 

 

Checklist

A design (on paper) of a membership database for Woodlands Golf Centre

A Membership Application Form to gather data for the membership database

A design (on computer) of the membership database for Woodlands Golf Centre

At least 10 record input into the membership database

Changes to database records (data amended, deleted, added)

A complex search for data using more than one criterion

An alphabetical and a numerical sort

A database report where selected fields are displayed and printed

A printout showing the layout of the data has been changed

A simple word-processed memo showing that data has been copied and pasted from the database

A written explanation about how and why data should be accurate and secure

A written explanation of how a search using a CD ROM encyclopaedia is refined until the exact information required is identified.

 

Glossary of Terms

database field name field description data type field length

validation verification data collection record search

alphabetical sort numerical sort query report copy

paste memo data security data accuracy

 

Task Five – Cash Flow Forecast for the Tasty Bite Restaurant (Spreadsheet)

 

Learning Objectives:

to design a spreadsheet model for a financial document (Cash Flow Forecast)

to enter data accurately

to delete data from cells

to copy and paste data

to insert a column in a spreadsheet

to use formulae and functions in a spreadsheet model

to change the cell format

to change the cell alignment

to produce a chart from the spreadsheet

to analyse the Cash Flow Forecast produced

 

 

Activity

Resource sheet 3 shows the details of sales receipts and costs for the "Tasty Bite" restaurant that is part of the Woodland’s Golf Centre. Resource sheet 4 shows a possible layout for the Cash Flow spreadsheet model. It does not show the formulae and functions required to carry out the calculations automatically. You must work through the steps shown below, taking a printout at each stage. Printouts must be annotated as shown.

ON COMPUTER use suitable software to create the spreadsheet model for the Cash Flow Forecast. The spreadsheet must have a title, column headings and row headings. Take a printout at this stage BEFORE you add any data to the spreadsheet. Annotate the printout "First Cash Flow Draft". (S.a)

Accurately enter the data shown on Resource sheet 3. Take a printout at this stage. Annotate the printout "Cash Flow Forecast with data added". (S.b)

Move the data entered for "Electricity" in January to the February column, as the bill is likely to arrive late. Printout the spreadsheet. Annotate the printout "Data moved". Highlight the data you have moved. (S.c)

Delete the data entered for "Advertising costs" in December. Printout the spreadsheet. Annotate the printout "Data deleted". Highlight the data you have deleted on the printout you obtained in activity 2 (which you annotated "Cash Flow Forecast with data added"). (S.c)

Insert a new row in the spreadsheet between "Vehicle running costs" and "New delivery van". Use the row heading "Van repairs". Enter an amount of £60 for Van repairs in January. Take a printout of the spreadsheet. Annotate the printout "Row inserted". Highlight the row you have inserted. (S.e)

Copy the data you entered for Van repairs in January and paste it into the April column for Van repairs. Take a printout of the spreadsheet. Annotate the printout "Data copied and pasted". Highlight the data you have copied and pasted. (S.d)

 

Add formulae and/or functions to your spreadsheet to automatically calculate the "Total cash in"; "Total cash out"; "Net Cash Flow"; and "Closing Bank Balance" for November. Use a formula to automatically display the "Opening Bank Balance" in December. Replicate these formulae and/or functions across the rows. Take a printout of the spreadsheet data showing the results of the automatic calculations. Annotate this printout "Formulae and functions added". (S.f)

Set the spreadsheet model to display the formulae and functions. You may need to change the orientation of the page to fit all the details on. Take a printout showing the formulae and functions you have used in the spreadsheet model. Annotate this printout "Formulae and functions used". (S.f)

Change the spreadsheet model back to display the data again. Change the font styles and/or sizes used in some cells to make the spreadsheet easier to understand. You may use some background shading to highlight particular cells or rows/columns etc. Take a printout. Annotate this printout "Change in format". (S.g)

Change the cell alignment used in some of the cells of your spreadsheet to make sure some are left aligned, some are right aligned and some cells are centre aligned. Take a printout. Annotate this printout "Change in alignment". (S.h)

Produce a column chart from the spreadsheet showing the months of the year along with the Closing Bank Balance for each month. Ensure the chart has a title, and the axes are clearly labelled. Use a legend in your chart. (S.i)

Write brief comments about what you have found out from the cash flow forecast. Suggest possible ways that the Tasty Bite Restaurant may improve its cash flow (one suggestion is given in Resource sheet 3). You should make this suggested change to your spreadsheet model to see what the effect is. Suggest some other changes yourself. Make these changes to your spreadsheet model. Include printouts of the changed spreadsheet model with your written comments. NOTE: Your comments and suggestions can be hand-written. (S.j)

 

Checklist

A spreadsheet model of the Cash Flow Forecast for the "Tasty Bite" restaurant – part of the Woodlands Golf Centre.

Annotated printouts of the spreadsheet at various stages of development.

A column chart showing the "Closing Bank Balance" for the months November to April

Brief comments and suggestions (hand-written if necessary) about the Cash Flow Forecast and how the cash flow could be improved. Where appropriate printouts of the changes made to the spreadsheet model to show the effects of the suggested changes.

 

Glossary of Terms

Cash Flow Forecast enter data move data delete data

insert row copy data paste data formulae

functions replicate font styles font size

cell alignment column chart chart title axes labels

legend

 

Task Six – Presentation & Graphics

 

Learning Objectives:

To create a drawing or painting (using Information Technology facilities) of the Golf Centre and incorporate it into the presentation/slideshow.

To create a presentation/slideshow to advertise the facilities at Woodlands Golf Centre

To use text wrap in a document combining text and graphics.

 

Activity

Design and produce a drawing of the Woodlands Golf Centre showing the location of the various facilities (2 18-hole courses; 1 9-hole course; golf driving range; golf shop; restaurant (The Tasty Bite); bar; changing areas etc. Your drawing (which can be produced using either a vector drawing package or a bitmap-painting package) must include lines, shapes (including circles, rectangles, ellipses etc) and colour or pattern fills. Make sure that your drawing includes evidence that you have used zoom and rotate facilities. (P&G.d,e)

Create a slideshow/presentation to be shown in the window of a sports shop in a nearby town. The slideshow/presentation must include information about the Golf Centre and must have at least 5 slides (screens) of information. The various slides must show some text (in various styles and sizes) that is left aligned, some that is right aligned, some which is centred and some which is fully justified. At least one slide must include the picture/drawing you have created in activity 1 above. At least one slide must include either bullet points or a numbered list. At least one slide must contain a clipart picture or a scanned/digitised image suitable for the presentation/slideshow. Print the slides – see note below – and annotate them to show that you have covered the functions a, b, c, f, g listed in the Presentation & Graphics Student Skills Assessment Sheet (P&G.a, b, c, f, g)

Create a single page flyer using Desktop Publishing software to advertise the Woodlands Golf Centre. The flyer should include clipart or scanned/digitised images; the drawing you completed for activity 1 above; the name and address of the Golf Centre; Details of special membership prices and any other information you feel necessary. You must demonstrate in your printouts of this work that you can use "Text wrap" effectively (eg. By creating a special "wrap boundary" for your graphics etc) (P&G.h)

 

Checklist

Drawing of Woodlands Golf Centre

Presentation/slideshow advertising the Golf Centre

Single page Desktop Published flyer advertising the Golf Centre

 

Glossary of Terms

colour fill text wrap zoom rotate flyer justification

alignment clip art scanned image digitised image bullet points

numbered list

 

Task Seven –Data/System Security and Evaluation

 

Learning Objectives:

To explain how, when and where security of data and Information Technology systems should be carried out

To evaluate different solutions to a particular business problem involving the use of Information Technology.

To present conclusions on the final outcome of the business problem, giving reasons why the choices of solutions were made.

 

Activity

The membership database (created in Task 4) stores details of members, including addresses, telephone numbers etc in a computerised database. Explain what the Woodlands Golf Centre should know about the Data Protection Act and what steps the Golf Centre should take to make sure it complies with the law. (AO4d)

Explain how the Golf Centre must ensure that data is not lost (for example in the case of a computer system failure) giving details of the storage devices needed to create secure backups. You should also explain what measures should be taken to avoid damage to data from computer viruses, malicious damage etc. (AO4d, AO1c)

The owners of Woodlands Golf Centre have used Information Technology facilities to carry out the following activities:

Introduce an EPOS system in the golf shop

Introduce a stock control system for the golf shop

Produce a members newsletter

Send a "welcome letter" to new Golf Centre members

Develop and use a membership database

Send memos to the Membership Secretary incorporating data about new members

Create a Cash Flow Forecast to enable analysis of the business cash flow

Produce charts illustrating the cash flow situation

To draw a layout plan of the Golf Centre

To create a slideshow/presentation to advertise the Golf Centre in a nearby town.

To create a flyer advertising the Centre

Comment on the above list of activities and whether they have proved to be appropriate for the Woodlands Golf Centre.

Suggest possible alternative approaches to some of the above activities (eg. Where you may suggest a different use of Information Technology facilities or where you may feel that using Information Technology facilities was unnecessary).

Finally, suggest WHY the activities have been identified as the most appropriate solutions for Woodlands Golf Centre. (AO5a, AO5b)

 

Checklist

Explanation (may be hand-written) of what the Golf Centre should know about the Data Protection Act.

Details of hardware and other requirements to ensure data and system security.

An evaluation of the solutions adopted by Woodlands Golf Centre in making better use of Information Technology.

 

 

Glossary of Terms

Data Protection Act data security backup

 

Task Eight –Spreadsheet Activity – IF, AVERAGE, COUNT, SUM, MAX, MIN functions

 

Learning Objectives:

To demonstrate the use of functions and formulae in a spreadsheet model

 

Activity

You must create a spreadsheet model including the data shown below. This spreadsheet shows six items on sale in a school tuck shop. Make sure you include a title, column and row headings and input the data accurately and carefully. The cell format for the data should be set to currency where amounts of money are shown. In all other cases the numbers should be in integer (whole number) format.

A

B

C

D

E

F

G

1

School Tuck Shop Spreadsheet

2

3

Item Cost price Sell at Profit each Qty sold today Total Profit More than £2 profit?

4

Mars

£ 0.26

£ 0.30

45

5

Twix

£ 0.24

£ 0.30

36

6

Polo

£ 0.13

£ 0.20

18

7

Aero

£ 0.28

£ 0.35

52

8

Boost

£ 0.25

£ 0.30

24

9

Taz

£ 0.07

£ 0.10

17

10

TOTAL:

11

MAX:

12

MIN:

13

COUNT:

14

AVERAGE:

Use a formula in cell D4 to calculate the profit made when a single Mars bar is sold. Replicate this formula for cells D5 to D9.

Use a formula in cell F4 to calculate the "Total profit" made when the day’s sales of Mars bars are known. Replicate this formula for cells F5 to F9.

Use the IF function in cell G4 to show "YES" is the profit made by the item is more that £2 for the day, and to show "NO" if it is £2 or less for the day. Replicate the formula for cells G5 to G9.

Use a function in cell F10 to calculate the Total profits made from selling all six items for the day.

Use a function in cell F11 to show the MAXIMUM profit made by any of the products listed.

Use a function in cell F12 to show the MINIMUM profit made by any of the products listed.

Use a function in cell F13 to COUNT the number of spreadsheet cells in the range A4:G12 (A4 to G12) which contain numerical data.

Use a function in cell F14 to work out the AVERAGE profit made by the six products listed.

The above exercise provides supplementary evidence for the use of additional spreadsheet functions. (S.f)

 

RESOURCE SHEET 1

Business Letter

The illustration below shows the suggested format for a business letter to be used in Task 3.

The example shown uses "Open punctuation" – this means that no punctuation is shown in the recipient’s address, the salutation or the complimentary close. Punctuation is used (as normal) in the body of the letter.

 

Business Letterhead

(Design a company, name, address, telephone & fax number and a logo)

(Centre this at the top of the page)

Today’s date

Reference code

Recipient’s name (if known) or company name

Street

TOWN

County

POSTCODE (This address should be blocked to the left side of the page)

 

Dear Sir (if name not known)

(Body of letter typed in paragraphs, in blocked style – meaning that all the paragraphs start at the left hand margin)

XXXXXXXXXXXXXXXXX XXXXXXXX X XXXXXXXXXXXXXXX XXXXXXXXX XXXXXX XXXX XXXX XXXXXX X XXXXXXXXX XXXXXXXX XXXXXXXXXXXX XXXXXXXXXXXX X X XXXXXXXX XXXX

XXXXXXXXXX X X XXXXXXXXXXXX XXXXXXXXXXXXX XXXXXXXXXXX XXXXXXXXX X XXXXXXX

XXXXXXXXXXXXXXXX XXXXXXXXXX XXXXXXXXX XXXXXXXXXXX XXXXXXXXXXXX X X XXXXXX XXXX

Yours faithfully (if name not known)

 

 

Name of letter writer

Job title of letter writer

 

RESOURCE SHEET 2

 

Business Memo

Suggested format for a simple business memo (memorandum) – required for Task 4

 

 

MEMORANDUM

 

To: Date:

From: Ref:

Details:

 

 

 

 

 

 

 

 

 

 

 

 

 

RESOURCE SHEET 3

 

Tasty Bite Restaurant

You should use a spreadsheet model to produce a Cash Flow Forecast for the Tasty Bite Restaurant for the 6 months from November and April.

At the start of November the business had £10,000 in the bank.

The sales receipts are: Nov £4,000; Dec £17,000; Jan £12,000; Feb £6,000; Mar £10,000; Apr £12,000

The supplies the business buys are: Nov £2,000; Dec £6,000; Jan £4,000; Feb £3,000; Mar £3,000; Apr £4,000

Wages are £5,000 each month.

Business rates are £200 a month

Advertising costs £200 a month in Dec, Jan, Mar and April; £6,000 in November and £1,000 in February.

Electricity costs £500 in January and £500 in April.

Vehicle running costs are £100 each month.

A new delivery van costs £8,500 in January.

 

Make sure you save your spreadsheet model with a suitable filename (use names which will help you to easily recognise each version of your file).

One way to improve the cash flow is to spend less on the new delivery van in January. Change the figure in the spreadsheet to show the new delivery van costing £5,000 instead of £8,500. Look at the change this makes to the closing bank balance in April.

 

You have just carried out a "What if?" query. By changing one or more figures in the spreadsheet model you can see what effect it has on the business.

You should suggest some other ways to improve the cash flow.

Discuss them with a partner and then try them in your spreadsheet model.

Remember to take printouts of each of the changes showing the effects of the change and annotate your printouts to explain clearly what you have done.

 

RESOURCE SHEET 4

 

Tasty Bite Restaurant

Possible layout for Cash Flow Forecast

 

Note: The layout below is shown in Portrait orientation. It may be more suitable to design your spreadsheet model in Landscape orientation to ensure all data and headings fit on a single sheet of A4 paper.

CASH FLOW FORECAST FOR TASTY BITE SANDWICHES
Nov Dec Jan Feb Mar Apr
RECEIPTS
Sales
Total cash in
PAYMENTS
Supplies
Wages
Business rates
Advertising
Electricity
Vehicle running costs
New delivery van
Total cash out
Net Cash Flow
Opening Bank Balance
Closing Bank Balance

 

 

 

RESOURCE SHEET 5

 

Membership Database

Possible fields to be used in the membership database (Note: You must have AT LEAST 10 fields – they MUST include the following data types:

Text (alphanumeric/character)

Number

Date

 

NOTE: The field names shown below DO NOT contain spaces. Some database applications (such as Pinpoint) do NOT allow spaces in field names. The underscore character (_) is sometimes used instead – alternatively you may prefer just to avoid using either spaces or underscores. Other applications (such as Microsoft Access) DO allow spaces.

You must take great care when designing the membership database that the field names you use are correctly spelt.

Title

First_Name

Surname

Street

Town

County

Date_Of_Birth

Membership_Number

Date_Of_Joining

Fee_Paid

Type_Of_Membership

 

 

RESOURCE SHEET 6

Some ideas for the layout of the Newsletter