Assessment Pack
Associate Diploma in Business
Capstone 3
2 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
Assessment Guidance for Capstones
Overall
The tasks and guidance material contained in this Capstone need to be read carefully by all assessors.
The complete Capstone Assessment pack will be made available to Centers two weeks before the
Capstone session, SSS will also produce guidance onresources that may be needed at least 6 weeks
before the session.
Further generic guidance material on Capstone Administration is available on the SSS website.
Grading
Each trainee will receive one overall grade for the Capstone. In order to achieve this overall grade,
assessors need to award grades for each task in the Capstone as described in this document. The
criteria for awarding each grade for each task are clearly stated.
Once the assessor has entered the grades for each task on Learning Assistant, the program will
automatically convert to a final overall grade and, subject to verification and standardization, this will
be recorded on SSS AwardingBody Management system.
Grading Rules and Assessor Judgements
In order to achieve a pass grade (A-D) a trainee mustpass each of the graded tasks. Some Capstones
include one or more tasks where the assessor only needs to indicate pass or fail. This does mean that
there is no compensation model. However, it is anticipated that some trainees may fall short of the
required standard in minor ways, and SSS expects that assessors will exercise professional judgement
in not failing a trainee for a specific task if the failure is of a minor nature; flexibility needs to be given
in allowing a trainee to correct a minor error or incomplete response.
Tasks cannot be repeated to enable a trainee to achieve a higher grade if the trainee has already
achieved a grade D or above.
It is also important that trainees are not disadvantaged in areas that are not being assessed, eg if they
have poor literacy skills and these are not being specifically tested.
Introducing the Capstone to Trainees
The assessor should introduce the assessment, making sure that the trainees understand the tasks.
BSUBA-1-1-3 Associate Diploma In Business – Capstone 3 3
It will be beneficial to take the trainees through what is required in each assessment and the way in
which each part will be graded. Trainees should have an opportunity to familiarize themselves with
the way the tasks are graded, and they will be able to see the grade criteria for each task through their
access to Learning Assistant.
Trainees may refer to their assessors for guidanceon parts of the assessment work, though they
should be aware that the amount of guidance and support they are given may be reflected in the
grade they are given.
Timings and Duration
The Capstone should be completed within the prescribed 6-10 hour period, it is the Center’s
responsibility to administer the assessment within this timescale. Some Capstones include
preparatory tasks that should be undertaken before the prescribed period.
The assessment can be divided into discrete sectionsto suit administrative and trainee needs. Where
the assessment is taken over more than one day, assessors must ensure that they collect all trainee
evidence at the end of each day and that the trainees are not able to upload any further evidence
outside the live session.
Timings given are recommended times only and most trainees should be able to complete the tasks
within given timings. A small amount of additionaltime taken should not be penalized, but trainees
should not consistently spend more than the timerecommended for each task (grade criteria may
make reference to timings).
Health & Safety
For some Capstones, health and safety issues formpart of the assessment, so assessors must brief
trainees accordingly and remind them of this fact. Again, SSS expects that a minor breach of a health
and safety regulation should not result in an automatic fail, and that assessors must exercise
professional judgement to determine if a trainee can be allowed to continue with the task with an
appropriate reminder.
4 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
Assessment Associate Diploma in
Business
Assessment specification
The table below indicates the evidence required for this unit.
Task Unit/Learning
Outcome/Assessment criteria
Evidence required
A (i) 011 (1.1, 1.2, 1.3, 1.4); 2 (2.1, 2.2,
2.4, 2.5); 3 (3.1, 3.2, .3.3, 3.4); 4
(4.1, 4.2)
021 (1.1, 1.2, 1.3); 2 (2.1, 2.2, 2.3);
3 (3.1, 3.2, 3.3, 3.6); 4 (4.1); 5 (5.1
5.2 5.3 5.4)
111 (1.1, 1.2, 1.3, 1.4); 2 (2.1, 2.3)
Original and revised plans
Review
A (ii) 011 (1.1, 1.2, 1.3, 1.4); 2 (2.1, 2.2,
2.4, 2.5); 3 (3.1, 3.2, .3.3, 3.4); 4
(4.1, 4.2)
021 (1.1, 1.2, 1.3); 2 (2.1, 2.2, 2.3);
3 (3.1, 3.2, 3.3, 3.6); 4 (4.1); 5 (5.1
5.2 5.3 5.4)
071 (1.1, 1.2); 2 (2.1, 2.2, 2.3); 3
(3.1, 3.2, 3.4); 4 (4.1, 4.2, 4.3, 4.4)
101 (1.1, 1.2); 2 (2.1, 2.2, 2.3); 3
(3.2)
Knowledge management system
B 011 (1.1, 1.2, 1.3, 1.4); 2 (2.1, 2.2,
2.4, 2.5); 3 (3.1, 3.2, .3.3, 3.4); 4
(4.1, 4.2)
021 (1.1, 1.2, 1.3); 2 (2.1, 2.2, 2.3);
3 (3.1, 3.2, 3.3, 3.6); 4 (4.1); 5 (5.1
5.2 5.3 5.4)
031 (1.1, 1.2, 1.3, 1.4); 2 (2.1, 2.2,
2.3, 2.4, 2.5); 3 (3.1, 3.2, 3.3, 3.4)
061 (1.2, 1.3, 1.5, 1.6); 3 (3.1)
071 (1.1, 1.2); 3 (3.1, 3.2, 3.4); 4
(4.1, 4.2, 4.3, 4.4)
081 (1.1, 1.2, 1.3); 2 (2.2, 2.5); 3
(3.1, 3.2)
09 1 (1.1, 1.2, 1.4); 2 (2.1, 2.2, 2.3,
2.4); 3 (3.1, 3.2, 3.3)
113 (3.1, 3.2)
Observation checklist
Emails
Risk assessment
Calendar
Mail Book
Presentation
Intellectual Property Policy
Letter headed paper
Itinerary
BSUBA-1-1-3 Associate Diploma In Business – Capstone 3 5
121 (1.1, 1.2, 1.3, 1.5); 2 (2.1, 2.2,
2.5); 3 (3.1)
131 (1.1, 1.2, 1.3, 1.4); 2 (2.1, 2.2);
3 (3.2, 3.3)
141 (1.3, 1.4, 1.5); 2 (2.2, 2.3, 2.4)
151 (1.1, 1.2, 1.3); 2 (2.1)
161 (1.1, 1.2); 3 (3.1)
17 1 (1.1, 1.2, 1.3); 2 (2.1, 2.2); 3
(3.1, 3.2, 3.3, 3.4)
193 (3.3)
201 (1.1, 1.2, 1.4, 1.7); 2 (2.1, 2.2,
2.3); 3 (3.1, 3.4, 3.7); 4 (4.3, 4.5)
211 (1.1, 1.2, 1.3); 2 (2.1); 3 (3.1,
3.4)
6 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
Assessment Associate Diploma in
Business
Unit coverage
The table below indicates what units are covered in the assessment
Unit Included in assessment Rationale
01 Yes ☒No ☐
02 Yes ☒ No ☐
03 Yes ☒ No ☐
04 Yes ☒ No ☐
05 Yes ☒ No ☐
06 Yes ☒ No ☐
07 Yes ☒ No ☐
08 Yes ☒ No ☐
09 Yes ☒ No ☐
10 Yes ☒ No ☐
11 Yes ☒ No ☐
12 Yes ☒ No ☐
13 Yes ☒ No ☐
14 Yes ☒ No ☐
15 Yes ☒ No ☐
16 Yes ☒ No ☐
17 Yes ☒ No ☐
18 Yes ☐ No ☒ This unit has knowledge content only with no
performance criteria to be assessed.
19 Yes ☒ No ☐
20 Yes ☒ No ☐
21 Yes ☒ No ☐
BSUBA-1-1-3 Associate Diploma In Business – Capstone 3 7
Assessment Associate Diploma in
Business
Resources required for capstone assessment
Task A (i)
Trainees require:
Electronic planning tool
Storage folder to save updated plans
A catalogue promoting kitchen equipment
Four addressed envelopes as indicated in the Assessor Guidance
Task A (ii)
Trainees require:
A knowledge management system
Task B
Electronic calendar
All Appendices
Email software
Email account for trainee
Email accounts from which to send emails
Incoming mail items
Telephone system to make and receive simulated telephone calls
Word-processing software
Spreadsheet software
Presentation software
Database software
Individuals to take part in role plays
Access to Internet
Printer
Room to simulate a business center
8 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
Assessment Associate Diploma in
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Assessor guidance
General guidance
This assignment must be completed within 10 hours. It is recommended that it is completed over two
days. There is no recommended time for each task as the trainee is required to use time management
skills and techniques to plan and carry out the completion of all tasks. The trainee is recommended to
spend no more than 30 minutes on the initial planning, to ensure they have sufficient time to
complete all tasks. This is not a requirement, only guidance.
Overview
This task places the trainee in the role of Assistant Manager of a hotel. The General Manager is out of
the office and the trainee has just arrived into work following a few days absence, the post is on their
desk and they have emails in their inbox (Appendix 4).
For this assignment, the trainee is provided with a series of emails that replicate the contents of an
‘inbox’ as well as mail items that have arrived. In addition to dealing with these items, the assessor is
required to present additional tasks to the trainee throughout the assessment.
The assignment requires the assessor to take a key role in organizing the assessment process.
Further details are provided under the Task B heading.
Assessors are advised to read the trainee guidance before reading the detail below.
Environment
Tasks can be completed in a normal classroom environment, providing it includes access to ICT
hardware and software and the Internet.
A dedicated environment will be required for trainees to make telephone calls required in Task B. This
will need to be a space for each individual trainee to have access to a telephone system. A separate
space is required for the person receiving the call.
A dedicated environment is also required to simulate a hotel business center.
Appendices
Trainees will need to be providedwith the following Appendices:
Appendix 1 Premier Hotel Information
Appendix 2 Premier Hotel House Style Policy
Appendix 3 General Manager Calendar Requirements
Appendix 4 Email Inbox
Appendix 5 Mail Book – Incoming Mail
Appendix 6 Paris Hotel Information
Appendix 7 Linen Requirements Checklist
Appendix 8 Riyadh Staffing Information
Appendix 9 Business Continuity Strategy
Appendix 10 Health, Safety and Security Risk Assessment Form
Appendix 11 Requisition Form
Appendix 12 Premier Hotel Financial Information
Appendix 13 PL Food Imports Ltd Information
Appendix 14 Marketing Plan
BSUBA-1-1-3 Associate Diploma In Business – Capstone 3 9
Task A (i)
Trainees will require access to Appendices 1-14 at the start of the activity.
Each trainee will need to be given four items of incoming post, each in an addressed envelope, as
follows:
A catalogue promoting kitchen equipment. It is addressed to the General Manager
A speculative letter about a possible job. There is no name on the envelope
An invoice requesting payment for servicing vehicles. It is addressed to Head of
Transportation
A completed reservation form from an individual. There is no name on the envelope.
Trainees will require an electronic planning tool for this task. This will need to be updated and
monitored throughout the assessment and so there should be a folder available in the system where
each version can be saved electronically.
Task A (ii)
The assessor will need to have established a knowledge management system. This could be the
system established through teaching. There must besome controls attached to the system so that
updates can be tracked. The task refers to the organization’s knowledge management system, but
the existing system would be used as a simulation.
Task B
Trainees should have been provided with Appendices 1-14 at the start of the assessment.
The emails in Appendix 4 are in no particular order. This is to enable the trainee to plan and prioritize
tasks. The order should not be changed by the assessor.
The trainee should be provided with a number of additional tasks through the assessment. This will
require preparation, as follows:
The trainee will need to be provided with anemail account so that they can receive and
respond to emails. There should also bean email account set up to simulate:
The General Manager
Omar in Marketing
Moiz in Housekeeping
Print Supplies
A room is required to be set up for a risk assessment
A room is required to be set up for telephone calls to be made and a separate room for
telephone calls to be received
Timetable 15 minute slots for each trainee to make telephone calls.
Timetable 20 minute slots for each trainee to complete the risk assessment. It is
recommended that there is 10 minutes between each allocated slot to allow time to change
the room set up.
This is the schedule and timeline for the additional tasks. Specific details are given in the Assessors
Appendices.
10 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
Time Task Comments
30 minutes after the
start of the
assessment
Telephone call
Assessors Appendix A
Give the trainee a reminder 15 minutes in
advance of their allocated slot for the telephone
call.
To start one hour
after the start of the
assessment
Risk assessment
Assessors Appendix B
An email should be sent to the trainee 10
minutes before their allocated slot to allow
them to save the task they are working on. The
content of the email is provided in Appendix B
below.
One hour after start
of assessment
Emails
Assessors Appendix C
Email 1 – Cash Flow Forecast
The content of the email is provided in
Appendix C below. This should be sent as a
group email to all trainees.
Four hours after the
start of the
assessment
Emails
Assessors Appendix C
Email 2 – Marketing Plan
The content of the email is provided in
Appendix C below. This should be sent as a
group email to all trainees.
Seven hours after the
start of the
assessment
Emails
Assessors Appendix C
Email 3 – Port de Vanves
The content of the email is provided in
Appendix C below. This should be sent as a
group email to all trainees.
Eight hours after the
start of the
assessment
Emails
Assessors Appendix C
Email 4 – Paper – Urgent!
The content of the email is provided in
Appendix C below. This should be sent as a
group email to all trainees.
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Assessment Associate Diploma in
Business
Trainee guidance
Premier Hotel is based in Riyadh in an area where there are other hotels. The hotel is family owned
and has been open for over 70 years. Details of the hotel are in Appendix 1.
The family are no longer involved in the daily operation of the hotel, but they meet three times a year
to agree future strategy. There are plans to open a second hotel in Paris next year and in New York in
three years time. The three hotels will be under a new brand name ‘Wahid Hotels’.
The General Manager has been with the hotel for 20 years. He is leading the development of the new
hotel in Paris.
You are the Assistant Manager. Your responsibilities include:
dealing with general customer enquiries
dealing with daily operational issues
contributing to strategic planning
providing support relating to the development of the Paris hotel
providing support to the General Manager
liaising with different departments
contributing to the development of policies and procedures
general business administration.
It is Wednesday morning and the General Manager is in Paris. He will return to the Riyadh office on
Saturday. You have been away for the last week on courses and at meetings, but are now at your
desk in the Riyadh hotel. You have a number of emails in your inbox. There is post on the General
Manager’s desk.
You will receive further emails, correspondence and telephone calls throughout the day that you will
have to deal with.
Task A Planning Your Work
Task A (i)
You are required to plan how to deal with the emails in your inbox (Appendix 4) and the post. You will
need to look through all of the Appendices to help you. You should use an electronic planning tool to
complete this. Your plan should prioritizetasks and allocate time to each task.
Additional tasks will arrive during the completion ofthis assessment and you should allow for this in
your plan.
This task is recommended to take 30 minutes to complete
Monitor your plan regularly and update as new tasks arise. You should save each version.
12 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
You are also required to review your planning and how you managed the assignment.
Task A (ii)
You are required to update the organization’s knowledge management system with any relevant
information arising from completing the tasks throughout this assignment.
Task B Carry Out Assistant Manager Role
You are required to create a digital calendar for the General Manager for the following week (Saturday
to Thursday) using the information in Appendix 3. This should be updated throughout the
assignment, as required, and you should submit the final calendar.
You are required to deal with the incoming mail on the General Manager’s desk. You should open all
envelopes and log details in the Mail Book (Appendix 5).
You are required to action and respond to all emailsin Appendix 4 and any new emails received. All
responses should be by email. You can either produce a document and send as an attachment, or
include in the content of the email. You will be provided with email addresses to use.
You are required to deal with any other requests you receive.
You should ensure that any communication/correspondence meets the organization house style
policy in Appendix 2.
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Assessment Associate Diploma in
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Task A (i) Grading criteria
Grade D
The trainee has
identified tasks to be completed.
sequenced tasks.
allocated time to some tasks.
Grade B
The trainee has achieved everything at grade D and C and
set realistic timescales for tasks.
prioritized tasks.
Grade A
The trainee has achieved everything at grade D, C and B and
given allowance for contingencies.
updated the plan for all additional tasks.
reviewed planning.
Note: Allpoints at eachgrade mustbe evidenced in order to achieve marks for grade.
Grade C
The trainee has achieved everything at grade D and
updated the plan for at least one additional task.
allocated time to all tasks.
14 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
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Task A (ii) Grading criteria
Grade D
The trainee has
identified basic information to be included in the knowledge management system.
labeled files using a simple naming structure.
stored files in the appropriate locationin the knowledge management system.
Grade B
The trainee has achieved everything at grade D and C and
labeled files using a complex, appropriate naming structure.
Grade A
The trainee has achieved everything at grade D, C and B and
presented information in a way that meets documentation control.
Note: Allpoints at eachgrade mustbe evidenced in order to achieve marks for grade.
Grade C
The trainee has achieved everything at grade C and
identified relevant information to be included in the knowledge management system.
BSUBA-1-1-3 Associate Diploma In Business – Capstone 3 15
Assessment Associate Diploma in
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Task B Grading criteria
Grade D
The trainee has
produced a calendar with requirements set out in Appendix 3.
opened and allocated mail and entered details into Mail Book.
dealt with all emails in Appendix 4.
completed risk assessment.
Grade C
The trainee has achieved everything at grade D and
entered requirements identified in all emails into calendar.
completed Mail Book accurately.
produced letter headed paper including space for a logo and contact details for both
hotels.
identified issues with business continuity strategy.
presented more than one option for Frenchlanguage development, together with a
preference.
produced an intellectual property policy.
produced a presentation for the bank with relevant information.
summarized the staffing budget.
denied request for confidential information.
identified appropriate options for insurance, flight and accommodation for visit to
Paris.
produced an updated financial projection.
produced an accurate linen calculation.
completed purchase requisition form accurately.
identified suitable photographs and details of photographers.
identified two health and safety and one security hazard. Identified relevant people
affected by all identified hazards.
16 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
Grade B
The trainee has achieved everything at grade D and C and
notified relevant people of General Manager’s calendar requirements.
included headed paper which includes advanced formatting and design features.
provided recommendations on improvements to business continuity strategy.
produced intellectual policy specifically related to a logo.
justified choice for French language development option.
added speaker notes to the presentation for the bank.
identified key issues in staffing budget.
explained why confidential information is not provided.
has taken account of all requirements for trip to Paris.
differentiated between cash and credit sales projections.
has ordered paper within the required timescale.
produced a press release with a promotional tone and no spelling or grammatical
errors.
identified three health and safety hazards. Evaluated risks in relation to all health,
safety and security hazards. Described waysof minimizing health, safety and security
risks.
BSUBA-1-1-3 Associate Diploma In Business – Capstone 3 17
Grade A
The trainee has achieved everything at grade D, C and B and
included notes on calendar appointments for the General Manager.
produced a business continuity strategy with examples.
proposed a French language development option that is feasible meeting personal
and business requirements.
included intellectual property policy which is well presented and includes
responsibilities and timelines.
produced a presentation for the bank which complies with organizational house
style, including illustrations of data and uses advanced features and formatting.
identified four health and safety hazards.
calculated variances staffing budget.
all emails comply with organizational house style policy.
used an assertive tone in response to request for confidential information.
calculated at least one month’s financial projections accurately.
produced a detailed, well-presented itinerary.
Note: Allpoints at eachgrade mustbe evidenced in order to achieve marks for grade.
18 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
Assessment Associate Diploma in
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Task B Observation – Grading criteria
Trainee name:
Trainees are notpermitted to use the checklist to work from when completing the practical tasks, but
may familiarize themselves with it prior to the observation.
Allcriteria must be achieved and the criteria indicated with * can be awarded marks based on the
descriptors in the table.
Please tick when all pre-observation requirements have been met
Telephone call
1. Checked speaking to the correct person 1
2. Introduced themselves
1
3. Introduced the company they represent
1
4. Introduced their role
1
5. Provided context for the call 1 2 3 4
6. Gave the purpose of the call
1
7. Asked if they are interested in attending the event 1
8. Obtained colleague’s information 1 2 3 4
9. Asked if anyone else might be useful to contact
1
10. Obtained details of others to contact
1 2 3 4
11. Developed rapport
1 2 3 4
12. Responded to request for information
1 2 3 4
13. Provided details of next steps
1
14. Thanked the contact for his time on the call and the information,
used the name and closed the call.
1
Total
Grade
Trainee signature and date
Assessor signature and date
BSUBA-1-1-3 Associate Diploma In Business – Capstone 3 19
The marks for eachobservation should be
totaled and the conversion chart used to
determine the grade for eachobservation.
Converting marks to grades
Grade Marks ranges
D 14-17
C 18-21
B 22-25
A 26-29
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Practical observation descriptor table
Descriptors
1 Mark 2 Marks 3 Marks 4 Marks
5
Provided
context for
the call
Provided general
background
information.
Provided general
background
information,
including the
name of the
General Manager.
Provided
general
background
information,
including
details on the
previous
meeting with
the General
Manager.
Provided specific
information on the
previous meeting
with the General
Manager.
8
Obtained
colleague’s
information
Obtained name of
colleague.
Obtained contact
details.
Obtained job
title.
Obtained reason
why suitable.
10
Obtained
details of
others to
contact
Obtained name of
one other person
to contact.
Obtained contact
details.
Obtained job
title.
Obtained reason
why suitable.
11
Developed
rapport
Used name in
conversation,
showed some
hesitance in
conversation,
asked what
needed to be
asked, listened to
answers.
Used name in
conversation,
asked questions
to engage the
other person, not
all questions
appropriate, used
a friendly tone.
Used name in
conversation,
demonstrated
active listening;
used
information
provided, asked
questions to
engage the
other person;
used a friendly
tone.
Used name in
conversation,
demonstrated
active listening and
building on
information
provided, used
information
provided,
confidently asked
questions to
engage the other
person; used a
friendly tone,
maintained
professionalism
throughout.
12
Responded
to request
for
information
Provides
information which
may be
inaccurate.
Provides accurate
information but
takes time to find
it or suggests they
will investigate
and respond
within a
reasonable
timescale.
Provided
accurate
information
within an
appropriate
timescale.
Quickly and
confidently
provided accurate
information.
24 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
ASSESSORS APPENDIX A – TELEPHONE CALL
It is not feasible that the assessor can coordinate phone calls to PL Food Imports Ltd to occur at the
time the trainee indicates in their plan. Therefore, the calls need to be timetabled. This should be
made clear to the trainee and it should not affect their initial planning. After the initial plan is
submitted, trainees should be informed of the allocated time when they can make their telephone call
to PL Food Imports Ltd. They should be given a reminder 15 minutes before their allocated slot to allow
them to prepare any resources for the call. Each trainee should be allocated 15 minutes to complete
the phone call.
The trainee should be given a room from which telephone calls can be made. The telephone does not
have to make external calls; the call can be internal. The trainee will need to be provided with an actual
telephone number to call.
The telephone should be answered by an adult in a separate room. This must be a staff member or
person external to the center, such as an employer, but not another trainee. The assessor is not
required to listen in to the telephone conversation, providing it can be recordedand accessed at a later
time.
The adult answering the telephone should be provided with the following brief:
Background information
Your name is John Gillette and you are the Sales Director for PL Food Imports Ltd. Your company
produce a range of dairy products that are sold throughout the world. You have previously visited
Riyadh and have stayed at Premier Hotel. Some of your other Sales and Marketing staff have also
stayed there when visiting Riyadh for business. PL Food Imports Ltd also sell their products in France
and you and your staff often visit Paris for business and stay in central hotels. On a recent visit to Paris
you met with Mr Abu Saleh Al Falaini. He is the General Manager of the Premier Hotel in Riyadh and you
have met him before when you stayed in the hotel there. He told you that they are opening a new hotel
in Paris and discussed you using this new hotel when you visit in future. He said they were planning a
promotion evening next month in Paris and would like toinvite you to that event. He said you would be
welcome to bring a colleague.
You will be called by the Assistant Manager. This is not someone you know or have met before. The
purpose of their call is to get the names of peopleyou think Premier Hotel should invite to their
promotional event.
Your role on the telephone call
You should ask for more details about the event. The Assistant Manager won’t have details to give you
at this stage. You should give the name of a colleague, Tom Smart. If prompted, you should also give
their email address (tsmart@plfood.co.uk) and their position in the company, Chief Financial Officer.
If prompted you should also recommend the Sales Director of your sister company PL Essen. The
company is based in Berlin and they also have staff that visit Paris. The Sales Director is Hr Franz Ritter
fritter@plessen.de.
You should ask for some information about the Paris hotel. You should ensure you do not ask for the
same information from all trainees. Requests can include hotel address, number of rooms, general
location, facilities etc. Details of the Paris hotel are in Appendix 6 and can be used to identify questions
to ask.
If the trainee attempts to build a rapport, you should respond positively.
BSUBA-1-1-3 Associate Diploma In Business – Capstone 3 25
ASSESSORS APPENDIX B – RISK ASSESSMENT
The trainee is required to carry out a risk assessment on a refurbished room. The refurbished room is a
new business center in the hotel. This could be created in a normal classroom environment. As a
minimum this should include:
tables, chairs, at least two computers and a printer, with paper
desk for receptionist with telephone, computer and printer
cupboard/set of drawers
a table with beverages and snacks
a minimum of four health and safety hazards. The assessor is required to simulate the risks in
the environment where the assessment takes place. Examples could include a chair with a
broken leg, an unsecured rug, spillage on the floor, trailing wires, sign falling off wall, broken
glass, a cracked or dirty glass, briefcase or bag under the table, loose paper, open cupboard
door, drinks beside computer.
there must be one security hazard in the room. The assessor is required to simulate this hazard
in the environment where the assessment takes place. This could include an envelope stuck
under a table or chair, an unattended bag, a clock in a box.
assessors should ensure that each trainee is independently assessed and there is no
opportunity for a trainee to share their experiences with another. This should be through
varying the hazards that exist in the room and/or their location. If the trainee identifies a
plausible hazard that was not intentionally placed in the room, this can be validly included in the
assessment.
The trainee is required to complete the risk assessment provided in Appendix 10.
The trainee should be allocated 20 minutes to complete the risk assessment. The following email
should be sent to the trainee from the General Managers account 10 minutes before their allocated
slot.
Refurbished Room
The builders have confirmed that the new business center is ready for handover. We need to start
promoting this new facility on our website. It can’t wait for me to get back, so can you complete the
risk assessment today so that we can promote it from tomorrow. Let Marketing know if it is OK and
send me the risk assessment form.
26 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
ASSESSORS APPENDIX C – EMAILS
The trainee should be sent four additional emailsthroughout the assignment. The content of each
email is given below. This text be copied into a group email and sent to all trainees at the time
indicated.
EMAIL 1
This content should be emailed to the trainee from the General Manager’s email account one hour
after the start of the assessment.
Cash Flow Forecast
Omar, in Marketing, has completed a contract withaccommodation.com. The hotels (including Paris
when it opens) will now be available for bookingsthrough the accommodation.com website from the
beginning of August. Marketing have forecast that this will increase revenue by 20%. However, they
also forecast that 10% of our existing customers willuse this website for bookings, rather than book
through us direct. We have to pay 10% commission to accommodation.com and they will pay us at the
end of the following month. This will impact on our cash flow. We need to include the revised forecast
into the presentation to the bank. Can you update the forecast and put it into the presentation? A
graphic illustration of the figures would be good.
EMAIL 2
This content should be emailed to the trainee from the General Manager’s email account four hours
after the start of the assessment.
Marketing Plan
I sent you an email earlier about a presentation to the bank. Can you make sure you include details of
our marketing plan?
I think we might need an example of a press release we will use for marketing. Can you draft one? I
know we don’t have photographs yet, but can you indicate what photos we would send in the press
release. We will need someone in France to take photographs. Can you get me some names and
contact numbers of photographers in Paris?
EMAIL 3
This content should be emailed to the trainee from the General Manager’s email account seven hours
after the start of the assessment.
Port de Vanves
I will need to know what linen we will need from Port de Vanves. Can you come up with a number of
items we need. This will include:
Bedrooms
Sheets
Pillow cases
Towels
Restaurant
Tablecloths
Napkins
EMAIL 4
BSUBA-1-1-3 Associate Diploma In Business – Capstone 3 27
This content should be emailed to the trainee from the email account for Omar in Marketing eight
hours after the start of the assessment.
Paper – Urgent!
We are nearly out of paper A4 paper for the printer. We will need some for the morning. Can you
submit an urgent request for a box? Print SuppliesLtd can get some to arrive tomorrow if we order
within an hour. You need to authorize it.
Regards
Omar, Marketing
Appendix 1
28 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
Premier Hotel Information
NAME OF
ORGANISATION
Premier Hotel
TYPE OF
ORGANISATION
Small hotel offering luxury accommodation.
ADDRESS
9033 King Fahad Road, Olaya, Riyadh
TELEPHONE
0966 1 1238 2345
FAX 0966 1 1238 2346
WEBSITE www.premierhotel.sa
EMAIL info@premierhotel.sa
GENERAL
INFORMATION
The organization is a small, 30 room family owned
hotel offering luxury accommodation. It caters for
the International market. All staff are multi‐lingual.
Conferences, business meetings and celebratory
occasions are catered for to a maximum of 50 people.
The hotel also offers a prayer hall. The restaurant is
known as one of the best in the country.
The hotel is non‐smoking.
The hotel specializes in creating packages for visitors
aiming to make each visit an individual experience.
The hotel has an annual turnover of approx. $3
million.
Ground floor – reception, dining room which can
hold up to 60 guests, lounge, bar, kitchen, function
suite, prayer hall, cloakroom, male and female public
toilets.
1st
floor – 6 queen rooms and 4 standard king
bedrooms
2nd
floor –10 standard king bedrooms
3rd
floor ‐ 6 deluxe bedrooms
4th
floor – 2 deluxe bedrooms and 2 penthouse suites
Exterior – car park and gardens
The hotel has rooms which are all individually
designed to a high standard, furnished with antiques.
A full inventory of high priced furnishings, antiques
etc has led to an insurance value of the buildings at
$100 million while the contents will need to be
insured for $25 million with 20 items valued over
$100,000.
Items valued over $100,000 are:
1. Fifteen paintings worth approx. $100,000
each
2. Two items of furniture worth approx.
$150,000 each
BSUBA-1-1-3 Associate Diploma In Business – Capstone 3 29
3. Three porcelain items worth approx.
$100,000 each
There are also the following:
30 items of furniture worth individually over $15000
100 porcelain and glass items worth individually
over $20000
5 garden items worth over $10000 each.
STAFF EMPLOYED 1 General Manager
1 Assistant Manager
1 Conference and Banqueting Manager
1 Restaurant Manager
2 Junior Managers
1 Sales and Marketing Manager
7 Receptionists
4 Concierge
1 In‐house beauty consultant
2 Night Porters
3 Drivers
1 Head Chef, 3 full time, 2 part time chefs and 10
kitchen staff
7 full time and 6 part time waiters
4 bar staff
7 cleaners
1 grounds keeper
2 maintenance staff
For specialist events, additional staff are brought in.
PRODUCTS AND
SERVICES OFFERED
All rooms are individually designed
Two suites include living and dining areas
One meeting room which can accommodate up to 30
delegates
Restaurant for 60 guests
Cafe open 11 am until 2 am
20 outdoor car parking spaces with valet service
Security cameras throughout.
Airport transfers
Small wedding receptions
Specialist excursions
Beauty treatments
30 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
View of staircase from top of fourth floor
BSUBA-1-1-3 Associate Diploma In Business – Capstone 3 31
View of Entrance to Rooms
View of Lounge Area
32 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
Appendix 2
Premier Hotel House Style Policy
The house style relates to the way both internal and external company written communication is
presented. All staff must ensure all written communication, be it hard copy or electronic, is
completed according to this policy.
The company has produced templates for many documents and where they are in place they
must be used.
The rules for all written communication are noted below and must be followed.
The font for general content is Arial and font size is 11 and it must always be used except in situations detailed below. For all equipment without Arial, Helvetica is an
alternative.
All text, including headings, should be aligned left. Right-hand margins should be ragged, not justified.
Standard line spacing (leading) is 1.0. There should be only one space after all punctuation marks and hyphens used and dashes should have one space on either side.
Any document title will be 16 point Arial Bold, subtitle 14 point Arial bold and headings 11 point Arial Bold. Titles and headings should be aligned left, should be kept as short as
possible and not be any longer than one line. As a general rule, a lower level heading
need not repeat the information in the heading above it.
Terms requiring emphasis should be set in bold type (not italics or underlining) but any
punctuation following the bold word should not be in bold.
Bullet points can be used to summarize information and aligned left, with a 1.5 cm tab before text. There will be no line space after the bulleted paragraph unless it is the final
bullet. It is important to note that where bullet points are introduced by a full sentence
they should begin with an upper case initial and should themselves consist of full
sentences where possible (as with the bullet points here). However, bullet points that
follow on from an incomplete introductory sentence and colon should begin with a lower
case letter and end without punctuation except the last bullet, which ends with a full stop.
When using abbreviations, always write out the term in full when it is first introduced with the abbreviation in brackets beside it. Then the abbreviation can be used as needed
throughout the documentation. An acronym is an abbreviation that is pronounced like a
word, for example: CMA is Capital Market Authority (Saudi Arabia) and again can be
used in communication as abbreviations are above.
When using the European order (day, month, year) for dates and years you should not use commas and use numerals only for example Wednesday 4 June 2014 and not the
4
th
June 2014. You should not show years as follows eg 2014-2015.
Common Latin abbreviations can replace certain phrases with ‘for example’ being shown as ‘eg’, ‘that is’ as ‘ie’ and ‘so on’ as ‘etc’. These should be used without punctuation –
‘ie’ and not ‘i.e.’.
Emails
Emails are increasingly used within the company, both for internal and external communication.
Emails, including internal ones, are classed as official company records and can be accessed by
technical staff and your manager. Please think carefully before sending emails to ‘All staff ‘. Think
carefully about whom you copy in, copying only colleagues who really need to know, or need to
respond to the content.
BSUBA-1-1-3 Associate Diploma In Business – Capstone 3 33
All emails must be written following house style with any emails sent to customers professionally
written. Note: informal expressions and ’emoticons’ are notaccepted.
A signature in dark blue to include name, job title and telephone number should be added to the
end of each email. The disclaimer (below) should be at the end of the signature and should be in
black 8 point Arial
This email (together with any files transmitted with it) is intended only for the use of the individual(s) to whom it is addressed. It may
contain information which is confidential and/or legally privileged. If you have received this email in error, please notify the sender by
return email (or telephone) and delete the original message.
The sender has taken reasonable precautions to check for viruses but the recipient opens this message at his or her own risk.
Social Media
Accessing of any social network site is not acceptable during office hours and, when accessed in
own time, care should be taken that no mention is made of the company or of any information
relating to your workplace and work.
34 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
Appendix 3
General Manager Calendar Requirements
Daily briefing with departmental managers: facilities, sales and marketing, conference and
banqueting at 0900 for 30 minutes. Can be by teleconference. Dial in details needed 0966 11
22334568. Participant code 5456688#
A review of bedroom sales and occupancy rates with the Sales and Marketing Manager on
Thursday at 1500 for three hours
Daily meeting at 1600 for 30 minutes with the Conference and Banqueting Manager to review
sales for the previous day
A meeting is in place on Thursday morning to review the marketing strategy for the new hotel
with the Sales and Marketing Manager. This is 1100-1330. If out of office in Riyadh, the
Marketing Manager to send email with details. Set up a reminder to be sent.
Head of Housekeeping is meeting me on Tuesday morning at 1000 for an hour to discuss the
budget
An appraisal with the Facilities Manager is planned for Monday at 1000 for two hours
Communicate at the start of each day with Assistant Manager.
BSUBA-1-1-3 Associate Diploma In Business – Capstone 3 35
APPENDIX 4
EMAIL INBOX
36 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
BSUBA-1-1-3 Associate Diploma In Business – Capstone 3 37
38 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
BSUBA-1-1-3 Associate Diploma In Business – Capstone 3 39
40 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
APPENDIX 5
MAIL BOOK – INCOMING MAIL
Date received Details of package Contents Forwarded to Date
forwarded
BSUBA-1-1-3 Associate Diploma In Business – Capstone 3 41
APPENDIX 6
PARIS HOTEL INFORMATION
Quai des Grands Augustins
75006 Paris
Tel 00 33 1 53 01 291
Three town houses have been purchased which will be converted to a 30 room luxury hotel. The
hotel will be decorated with French and Arabic antiques and furniture. However, employees will be
our most valued resource. Management will ensure they will play an active role in maintaining the
high quality aims and objectives of the hotel. The hotel will be recruiting staff with proven experience
in delivering high quality personalized service. The aim is to provide a genuine personal and
memorable experience that reflects the close relationship between France and Arabia.
The hotel will be a short walk from the Louvre in central Paris and the Metro. The view from the main
entrance is shown below.
The hotel will have a roof top terrace with spectacular views of the city. It will also be the location of
our 30 cover, fine dining restaurant, led by Executive Chef Mr Jacque Leclerc. The basement area will
42 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
have a dedicated spa area. The hotel will offer a chauffeur service to all guests, but parking spaces
have been negotiated nearby.
All rooms will be deluxe with king beds and goose down duvets, catering for business professionals.
Each ensuite room has a desk, laptop with high speed wifi access, telephone and teleconference
facilities. A business support center is available 24hours a day, to support international visitors.
Butler service is available 24 hours a day. There is one butler for each of the five floors.
There is no function room.
BSUBA-1-1-3 Associate Diploma In Business – Capstone 3 43
APPENDIX 7
LINEN REQUIREMENTS CHECKLIST
Linen Requirement
Queen bed fitted sheets 1 per bed
Queen bed flat sheets 1 per bed
King bed fitted sheets 1 per bed
King bed flat sheets 1 per bed
Pillow cases 6 per room
Bath towels 8 per room
Hand towels 8 per room
Tablecloths 120 per day
Napkins 300 per day
Linen required:
One set in use
One set ready for use
One set in laundry
Two sets spare
44 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
APPENDIX 8
RIYADH STAFFING INFORMATION
Staff employed Budgeted Hours Per
Week
Actual Hours Previous
Week
7 Receptionists 240 234
4 Concierge 148 160
1 In-house beauty consultant 40 60
2 Night Porters 84 84
3 Drivers 150 180
3 Full time chefs, 2 part time chefs and
10 kitchen staff
324 444
7 Full time and 6 part time waiters 280 360
4 Bar staff 160 100
7 Cleaners 280 280
1 Grounds keeper 40 32
2 Maintenance staff 80 80
Outsourced staff 0 20
BSUBA-1-1-3 Associate Diploma In Business – Capstone 3 45
APPENDIX 9
BUSINESS CONTINUITY STRATEGY
Policy
Our commitment is to continuously improve our services in order to exceed customers’
expectations and to treat suppliers fairly.
General Principles
Where risk cannot be eliminated, and there is a threat, this Business Continuity Plan
(BCP) will be used to minimize disruption and ensure business resumes as early as
possible, with least inconvenience to customers.
Practice
Each department will contribute to the plan.
Discussion will take place with emergency services and utilities providers to ensure all
eventualities have been considered.
All staff will be provided with a copy of the plan. Consideration will be given to providing
copies to the emergency services.
The plan must include allocation of responsibilities and how the process will be initiated
should an incident occur. There must also be arrangements to test the plan periodically
and to update it accordingly.
Guidelines
The overall contents of a plan should include:
Key personnel and their contact details Emergency services contacts
Actions to be taken and sequence Incident checklist
Media response strategy Incident and emergency center and resource requirements Security requirements
Sample log book for recording incidents
The contingencies that need to be considered are:
Health and safety Environment
Business interruption
Public liability
Terrorism, civil disorder
46 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
Evaluation
Suitable measures must be chosen to assess the timeliness and effectiveness of the plan.
External specialists may be contracted to provide an objective assessment of the plan
and response times, along with recommendations for improvements.
BSUBA-1-1-3 Associate Diploma In Business – Capstone 3 47
APPENDIX 10
HEALTH, SAFETY AND SECURITY RISK ASSESSMENT FORM
Work Activity Description of
Hazard
People Affected
& Numbers
Assessment of Risk Controls
Likelihood Consequence Risk
48 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
APPENDIX 11
REQUISITION FORM
Premier Hotel
PURCHASE REQUISITION
Date: ________
Requesting Department: ________________________________
Quantity Description Price / Unit Delivery
Deliver to: Required date of
delivery
Supplier:
Signed
PL Supplies
Box A3 White Paper SAR100
Box A4 White Multi-purpose Paper SAR50
Box A4 Color Copy Paper SAR100
Delivery charge minimum SAR50. No charge for total orders SAR200 or over.
PL Supplies 2New Industrial Area, Riyadh 14332 7675, Saudi Arabia
BSUBA-1-1-3 Associate Diploma In Business – Capstone 3 49
APPENDIX 12
PREMIER HOTEL FINANCIAL INFORMATION
Riyadh Hotel Room Forecast
July August September October November
Sales (cash)
SAR
650000 720000 810000 825000 736000
Purchases
(credit) SAR
10200 42000 15700 10200 10200
50 BSUBA-1-1-3 Associate Diploma in Business – Capstone 3
APPENDIX 13
PL FOOD IMPORTS LTD INFORMATION
Business Card
John Gillette
SALES DIRECTOR
PL Food Imports Ltd 78 Buxhall Crescent
London
E9 1QD
Email: jgillette@plfoods.co.uk
TEL:0207 145 6989
PL Food
Imports
Ltd
BSUBA-1-1-3 Associate Diploma In Business – Capstone 3 51
APPENDIX 14
MARKETING PLAN
Objective To develop ‘Wahid’ brand To open hotels in Paris and New York To increase awareness of the brand To increase number of loyal customers Target Markets National – business with international links; government departments
International – specialist tour operators, online booking agents, large multinational
corporations, airlines
Marketing Mix (4Ps)
Product
Price
Place
Promotion
Product: luxury hotel, family owned, high quality, facilities to meet needs of market in
each country, exclusive services
Pricing strategy: premium pricing strategy Place: online agents, website Promotion: Website, social media, travel exhibitions in major cities, trade magazine
advertisements, luxury lifestyle magazines
Market Position Unique, family run, Arabic quality accommodation and services
Recommendations Consider Shanghai
Consider links with airlines Consider conference market
Aim for Michelin star for restaurant in Paris
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