Simulated workplaceCAQA Meridian Business Group is a fictional business created by CAQA for training and assessment. It is not a real company and no person, client or record here is real.About this simulation
BSBCAQA MeridianSimulated workplace
Simulated workplace
Scenario · Client Advisory

Prepare a quarterly advisory review pack and onboard a new project

You are an Advisory Analyst supporting the Advisory Practice Lead.

Intermediate3 to 4 hours7 tasks
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The situation

What has happened

Merriwa Holdings is a long standing advisory retainer client with a quarterly review on 14 October. The client contact has asked Meridian to scope a marketing plan for a new depot at the same time. The Advisory Practice Lead wants a review pack prepared from the client record and last quarter's actions, an engagement letter variation drafted for the depot marketing plan, and the onboarding steps in the Client Onboarding Procedure completed so the new project exists in the systems before the meeting. Meridian's service standards require every interaction to be recorded and every action to have an owner and a date. The marketing team will deliver the plan, so the analyst must coordinate across departments.

Your brief. Prepare an accurate, well written quarterly review pack, draft the engagement variation, complete the onboarding steps for the new project including conflict and risk checks, and record all interactions and actions in the client and project systems.
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Tasks

Deliverables

  • Open actions list
  • Quarterly review pack
  • Engagement letter variation with delegation identified
  • Conflict and risk check record
  • Updated client and project records and coordination minutes

Documents to use

Systems to use

Client Relationship Manager

Holds every client and prospect with their segment, service line, engagement value, contacts and the log of interactions and actions.

Projects Register

Tracks client and internal projects with their manager, dates, budget and stage, and holds milestones and status reports.

For trainers and assessors

Units of competency

Current on training.gov.au for the Business Services Training Package as at 10 September 2026.

BSBTWK401Build and maintain business relationships
BSBWRT411Write complex documents
BSBCRT411Apply critical thinking to work practices
BSBOPS306Record stakeholder interactions
BSBOPS404Implement customer service strategies

Qualifications

BSB40120Certificate IV in Business
BSB50120Diploma of Business
Assessor notes

What to look for

Evidence guide

The review pack must be accurate against the supplied data, structured and written for a business owner without jargon. The variation must match the scope and fee and name the correct delegation. Conflict and risk checks must be documented, not assumed. System records must be complete with owners and dates. The critical thinking task must show an assumption, evidence and a genuine alternative.

The student's evidence summary lists every record they created or changed in the systems named above, their notes and the tasks they ticked. Verify it against the deliverables and your own assessment tool.