Studies. Atlanta. WO - ERICDOCUMENT RESUME CE 070 743 Business, Marketing, and Information...

55
ED 391-892 TITLE INSTITUTION SPONS AGENCY PUB DATE NOTE PUB TYPE EDRS PRICE DESCRIPTORS DOCUMENT RESUME CE 070 743 Business, Marketing, and Information Management. Georgia Core Standards for Oc:-upational Clusters. Georgia Univ., Athens. Dept. of Occupational Studies. Georgia State Dept. of Technical and Adult Education, Atlanta. WO 55p.; For core standards in other disciplines, see CE 070 744-748. Guides Classroom Use Teaching Guides (For Teacher) (052) MF01/PC03 Plus Postage. Academic.Education; *Basic Skills; Behavioral Objectives; *Business Education; Competence; *Competency Based Education; Core Curriculum; *Employment Qualifications; Information Management; *Interpersonal Competence; Marketing; Secondary Education; *Statewide Planning; Thinking Skills; Two Year Colleges IDENTIFIERS *Georgia ABSTRACT This document lists core standards and occupational knowledge and skills that have been identified and validated by industry as necessary to all Georgia students in business, marketing, and information management programs. First, foundation skills are grouped as follows: basic skills (reading, writing, arithmetic/mathematics, listening, speaking); thinking skills (creative thinking, decision making, problem solving, seeing things in the mind's eye, knowing how to learn, reasoning); and personal qualities (responsibility, self-esteem, sociability, self-management, integrity, honesty). The second section, which lists competencies specific to the business/marketing/information cluster, is organized into the following categories/subcategories: resources (time, money, materials/facilities, human resources); interpersonal (participating as a team member, teaching others new skills, serving clients and customers, exercising leadership, negotiating, working with diversity); information (acquiring, evaluating , organizing, and maintaining information); systems (economics, business, marketing, accounting/finance, management, business ethics, legal, monitoring and correcting performance, improving and designing systems); and technology (selecting and applying technology, maintaining and troubleshooting equipment). Each section includes the following: skill statement(s); performance standard(s); list of occupational knowledge and skills; and code number under which the knowledge/skill is listed in Georgia's career cluster standards. (MN) *********************************************************************** Reproductions supplied by EDRS are the best that can be made from the original document. ***********************************************************************

Transcript of Studies. Atlanta. WO - ERICDOCUMENT RESUME CE 070 743 Business, Marketing, and Information...

Page 1: Studies. Atlanta. WO - ERICDOCUMENT RESUME CE 070 743 Business, Marketing, and Information Management. Georgia Core Standards for Oc:-upational Clusters. Georgia Univ., Athens. Dept.

ED 391-892

TITLE

INSTITUTION

SPONS AGENCY

PUB DATENOTE

PUB TYPE

EDRS PRICEDESCRIPTORS

DOCUMENT RESUME

CE 070 743

Business, Marketing, and Information Management.Georgia Core Standards for Oc:-upational Clusters.Georgia Univ., Athens. Dept. of OccupationalStudies.

Georgia State Dept. of Technical and Adult Education,Atlanta.

WO55p.; For core standards in other disciplines, see CE070 744-748.Guides Classroom Use Teaching Guides (ForTeacher) (052)

MF01/PC03 Plus Postage.

Academic.Education; *Basic Skills; BehavioralObjectives; *Business Education; Competence;*Competency Based Education; Core Curriculum;*Employment Qualifications; Information Management;*Interpersonal Competence; Marketing; SecondaryEducation; *Statewide Planning; Thinking Skills; TwoYear Colleges

IDENTIFIERS *Georgia

ABSTRACT

This document lists core standards and occupationalknowledge and skills that have been identified and validated byindustry as necessary to all Georgia students in business, marketing,and information management programs. First, foundation skills aregrouped as follows: basic skills (reading, writing,arithmetic/mathematics, listening, speaking); thinking skills(creative thinking, decision making, problem solving, seeing thingsin the mind's eye, knowing how to learn, reasoning); and personalqualities (responsibility, self-esteem, sociability, self-management,integrity, honesty). The second section, which lists competenciesspecific to the business/marketing/information cluster, is organizedinto the following categories/subcategories: resources (time, money,materials/facilities, human resources); interpersonal (participatingas a team member, teaching others new skills, serving clients andcustomers, exercising leadership, negotiating, working withdiversity); information (acquiring, evaluating , organizing, andmaintaining information); systems (economics, business, marketing,accounting/finance, management, business ethics, legal, monitoringand correcting performance, improving and designing systems); andtechnology (selecting and applying technology, maintaining andtroubleshooting equipment). Each section includes the following:skill statement(s); performance standard(s); list of occupationalknowledge and skills; and code number under which the knowledge/skillis listed in Georgia's career cluster standards. (MN)

***********************************************************************Reproductions supplied by EDRS are the best that can be made

from the original document.***********************************************************************

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IntroductionConcerns about student preparedness for the high performance workforce havespurred the development of national-level skill standards by industryrepresentatives to improve the global competitiveness of U.S. industry. Georgia

has taken the initiative at the state level to work with business and industry inidentifying core occupational knowledge and skills that offer a framework tr careerfocus in our schools. This career-cluster framework, based on an elevated standard,will afford all students in Georgia's schools the foundation they will need to enter theworkforce or to continue occupational specialization and education at thepostsecondary level. The concept will also allow students to personalize their learningdirections and hasten their preparation irl becoming productive citizens.The Occupational Research Group (in the School of Leadership and LifelongLearning in the College of Education) at the University of Georgia facilitated for theGeorgia Department of Education the development of statewide, industry-validatedcurriculum standards for academic and occupational skills needed by all students inGeorgia. This developmental effort helps meet the goal of establishing a careerfocusing process in Georgia's schools. These curriculum standards address coreknowledge and skill areas common to all program areas, including both school-basedand work-based competencies, and are organized around the Georgia Department ofEducation's five cluster areas or programs of study:

Technical/EngineeringHealth CareBusiness/Marketing and Information ManagementHuman ServicesEnvironmental and Agricultural Sciences

The standards for each cluster include the core academic competencies and the non-occupation specific knowledge and skills common to a broad cluster area ofoccupations. Georgia's skill standards were developed in a systematic manneremploying the skills and input of a wide array of stakeholders in the education ofGeorgians. Phase one of this process involved a thorough investigation of informationon existing state and national standards/skills/competencies, professional/tradeassociations, workforce trends, and acquisition of documents related to skillcornpetencies for each cluster area. The information was compiled into a report oneach cluster area for presentation to business/industry Standards DevelopmentTeams. This report included a master listing of tasks and competencies identified byother groups, and information on core/basic academic competencies underlying skillperformance, organized by the SCANS competency areas.

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Phase two of the developmental process featured the establishment of five statewideStandards Development Teams made up of business and industry representativesfrom across the state, one team for each of the career-cluster areas. Experiencedfaculty and staff from the Occupational Research Group and the Department ofOccupational Studies at the University of Georgia conducted and facilitated meetings.A structured group process was used to review and validate or revise the tasks andcompetencies from the phase one document. The product of this validation processwas then formulated into a survey by project staff and sent to additional business/industry representatives for each career-cluster for feedback. Next, a grouping ofexperienced teachers and curriculum specialists from across the state met to reviewthe industry-validated curriculum standards. They identified the supporting academicknowledge and skills for each career-cluster area using the state's Quality CoreCurriculum and the graduation exit exam.

The product of our efforts to date is the listing of industry-validated statewidecurriculum standards, with core competencies for both work- and school-basedknowledge and skills. Because of the continuing changes in occupational skillsrequirements, an assessment component of the project will be added for reviewingand modifying the career-clusters as necessary.

The standards are an important component ofGeorgia's School-to-Work Transitioninitiative and a preliminary step in the adoption of the career-cluster concept. Thecareer-cluster approach to curriculum design is based on the idea that a variety ofdifferent occupations/jobs require similar basic skills. It is also based on the beliefthat certain basic skills and knowledge are essential for all students, regardless of theprofession to which they aspire. Students begin by learning these basic commonskills; move on to acquire the basic skills necessary for a given group ol jobs; thenlearn the specific applications for a specific job. The career-cluster approach providesschool systems with the opportunity :o involve larger numbers of students inoccupational classes to build a stronger and broader base for further specialization.This broad base makes it posaible for individuals to change specialties in the futureas job opportunities and/or requirements change and facilitates life-long educationalexperiences which can enhance individual productivity and happiness.

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AcknowledgementsWe wish to express our sincere appreciation to those individualswho gave their knowledge, expertise,and time to heip produce these curriculum standards materials.

Participants from business and industry includo:

Standards Devalopmont Team - Business, Marketing, and Information Management ClusterPhil Atwood, IBM, Atlanta, GAMichael Berry, Modem Office Machines, Augusta, GACindy Brayton, Associated Buiklers & Contractors of Georgia, Atlanta, GAForrest Brown, Brown Reporting, Inc., Atlanta, GACathie Brumfield, Magnolia Financial, Atlanta, GARon Callahan, Callahan Associates International, Dalton, GAPaul Delargy, Georgia Real Enterprises, Athens, GARoberta Gose, Goss & Associates, Atlanta, GABecky Helms, Charter Bank & Trust, Marietta, GAAmanda Hyatt, Seven Oaks Enterprises, Winston, GAFred Roberts, Valic, Atlanta, GALillian Shun leff, Bradwell Institute, Hinesville, GATom Williams, Butts County Board of Commissioners, Jackson, GABrenda Wright, Gwinnett County Public Schools, Lawrenceville, GA

Participants from the Georgia Department of Education and Georgia Public School,' include:Terry Smith, Vocational/Applied Technology Division, Georgia Department of Education

Science CommitteeRita Hawkins, Banks County SchoolsGeri O'Brien, Gainesville City Schools

Mathomatics CommitteeNancy Clark, Hart County Schools ChoirReginald Looney, Hart County SchoolsBobby Brown, Hart County Schools

Social Sciencos CommittoeDebra White, Banks County Schools ChairDiane Doable, Hart County SchoolsLee Daily, Gainesville City Schools

Communications CommittoeBarbara Ronsey, Hart County Schools ChairJan Bertrang, Banks County SchoolsWyoma Newman, Gainesville City Schools

Participants from the University of Georgia include:

John Arrington, Consultant, Occupational Research GroupTerri Bicidey, Program Specifft, Occupational Research GroupTed Brown, Graduate Assistant, Department of Occupational StudiesVan Bums, Graphic Design Consultant, Occupational Research GroupAustin Faulk, Project Assistant, Occupational Research GroupBill Gohdes, Program Specialist, Occupational Research GroupDottie Harnish, Project Coordinator, Occupational Research GroupBetty Miller, Project Assistant, Occupational Research GroupJim Rosebrook, Associate Professor, Department Gf Occupational StudiesHoyt Sappe, Program Specialist, Occupational Research GroupCliff Smith, Professor, Department of Occupational StudiesDennie Templeton, Graduate Assistant, Department of Occupational Studies

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Business, Marketing, and InformationManagement Career-Cluster Foundation

usiness, marketing, andinformation managementpersonnel must have the three-

part career-cluster foundationcomprised of basic skills, thinking skills,and personal qualities. This career-cluster foundation is an integral part ofthe industry-validated competencies ineach identified career-cluster. Relatedcore academic knowledge and skills arethe academic foundations which helpfacilitate effective learning whenintegrated with the occupationalknowledge and skills. For course andprogram planning convenience therelated core academic knowledge andskills section, which includescommunications, math, social science,and science, are coded and included ina companion document. This documentfunctions as a source for the codelistings cited in the career-clusterstandards. The codes can be referencedwith the occupational knowledge andskills to develop curricula that integratethese elements into cohesive career-cluster programs of study. This sectionpresents industry-identified commoncore standards and occupationalknuwledge and skills for secondary levelpreparation in Business, Marketing, andInformation Management occupations.Computer literacy is a key to almost allthe standards.

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FoundationBasic SkillsReading 7Writing 8Arithmetic/Mathematics 9Listening 10Speaking 11Thinking Skills

12Creative Thinking

Decision Making 13Problem Solving 14Seeing Things in the Mind's Eye 15Knowing How to Learn 16Reasoning 17

18

ersonaResponsibility

Self-Esteem 19Sociability 20Self-Management 21

Integrity/Honesty 22

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a

ReadingLocates, understands, and interprets written information in prose and indocuments such as manuals, graphs, and schedules.

Standard: Demonstrates the ability to locate, understand, and interpret writteninformation, especially as it relates to business (i.e., manuals, graphs, schedules,publications) by being able to determine the main idea or essential message; identifyrelevant details, facts, and specifications; infer or locate the meaning of unknown ortechnical vocabulary; and judge the accuracy, appropriateness, and plausibility ofreports or other writing.

Occupational Knowledge and SkillsAccesses and uses electronically-produced informationInterprets profit and loss statementsRoads charts and graphsUses business-related terminologyUtilizes and comprehends businesspublications (trade journals/periodicals/manuals)Utilizes and comprehends inter-departmental/company communicationsUtilizes and comprehends employeepublications

Academic Knowledge and SkillsSCI 3-4MAT 9-17SOC 1, 3, 13, 19, 21, 24-26, 28, 32-33,47, 60, 63, 65COM 34-38, 40-45

8

0 U N,. D A T I 0 N

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Vasic Skills

WritingCommunicates thoughts, ideas, information, and messages in writing; andcreates documents such as letters, directions, manuals, reports, graphs, andflowcharts.

Standard: Demonstrates the ability to communicate thoughts, ideas, information,and messages in writing by being able to create business documents (i.e., letters,memos, directions, manuals, reports, graphs, flowcharts); develop supportingdocumentation to the appropriate level of detail; revise for correct information andappropriate emphasis; and edit for form, grammar, spelling, and punctuation.

Occupational Knowledge and SkillsWrites acknowledgmentsWrites business lettersWrites electronic mail messagesWrites executive summariesWrites letter reportsWrites memorandumsWrites news (publicity) releasesWrites routine claims and adjustmentsWrites sales letter seriesWrites simple reportsWrites thank you notes tocustomers/clients

8

Academic Knowledge and SkillsSCI 4SOC 47, 50COM 21-33

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Basic Skills,

Arithmetic/MathematicsPerforms basic computations and approaches practical problems by choosingappropriately from a variety of mathematical techniques.

Standard: Demonstrates the ability to perform basic computations by usingnumerical concepts and calculations (addition, subtraction, multiplication, division,fractions, percentages).

Occupational Knowledge and Skills Academic Knowledge and SkillsAccepts customer/client checks for MAT 1-8paymentCalculates employee's gross and net payCalculates goods/services relateddiscountsCalculates net salesCalculates tax, discounts, andmiscellaneous charges for purchasesCompletes charge sales transactionsCompletes sales checksDetermines final cost of goods/servicesMakes changePrepares cash drawers/banksReconciles a bank statement

Standard: Demonstrates the ability to perform basic mathematical logic byapproaching business problems and choosing appropriately from a variety ofmathematical techniques, use quantitative data to construct logical explanations forbusiness situations, express mathematical ideas and concepts orally and in writing,and understand the role of chance in the occurrence and prediction of businessevents.

Occupational Knowledge and Skills

Calculates the mean, median, and modeand understands the way in which indexnumbers and time series are usedCalculates metric conversionsExplains how a statistical sample mightrepresent a numerical population oru niverse

Identifies the significance of correlationand identifies appropriate applications

Prepares charts and graphs from dataPrepares employee scheduling chartsbased on data

Academic Knowledge and SkillsSC1 4MAT 9-17, 19-25, 39SOC 47, 50, 53

0

NIM

F 0 U N D A T 1 0 N

9

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..-

ListeningReceives, attends to, interprets, and responds to verbal messages andother cues.

Standard: Demonstrates the ability to receive, interpret, and respond to verbalmessages and other cues, such as body language, that are appropriate for abusiness situation.

Occupational Knowledge and Skills

Demonstrates effective listening skillsListens to, understands, and followsverbal directionsInterprets body language and other non-verbal cues

Academic Knowledge and SkillsCOM 3-5, 7, 9, 11, 13-14

11

m

OUND A T ION10

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Basic S ills

SpeakingOrganizes ideas and communicates orally.

Standard: Demonstrates the ability to organize ideas and communicate oralmessages appropriate to listeners in a business situation.

Occupational Knowledge and Skills:

Addresses people properlyAsks questions when neededConveys an appropriate voicemailmessageExplains the nature of effective verbalcommunicationsHandles incoming and outgoing telephonecalls in a businesslike mannerMakes oral presentationsParticipates in a teleconferenceMdeoconferenceParticipates in conversations, discussions,and group presentationsSpeaks clearly and communicates amessageUnderstands and responds to listenerfeedbackUses proper grammar and vocabularyUses verbal language and other cues,such as body language, appropriate instyle, tone, and level of complexity to theaudience and the occasion

Academic Knowledge and Skills:SCI 1, 4SOC 5-6, 8COM 1-5, 7-8, 11-12, 14-15

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u A T ION11

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Creative Thinkinggb

i

Generates new ideas.

Standard: Demonstrates the ability to create new business-related ideas by usingimagination freely, combine ideas or information in new ways; make connectionsbetween seemingly unrelated ideas and reshape goals in ways that reveal newpossibilities.

Occupational Knowledge and Skills

Demonstrates appropriate creativityParticipates in brainstorming sessionsAnalyzes current business trends

Acadomic Knowledge and Skills

SOC 1MAT 7-8SOC 49, 53, 55, 66, 68COM 53-63

130 U N D A N

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Decision MakingSpecifies goals and constraints, generates alternatives, considers risks, andevaluates and chooses best alternative.

Standard: Demonstrates effective business decision making skills by being able tospecify goals and restraints, generate alternatives, consider risks, and evaluate andchoose the best alternatives.

Occupational Knowledge and Skills

Discusses moral philosophies used bypeople in ethical decision makingDiscusses the nature of the decisionmaking processEstablishes criteria for evaluatingalternative responses to decisionproblemsExplains techniques for group decisionmakingExplains the nature of decision supportsystemsIdentifies alternative responses todecision making situationsIdentifies the decision making process(recognizes problem exists, searches forunderlying cause, defines problem, refinesproblem, classifies problem, and definesadditional goals)Identifies the relationship betweendecision making and riskImplements financial and non-financialanalysis techniques to make decisionsProjects outcomes of alternatives todecision problems

Academic Knowledge and Skills

SCI 1MAT 9-17SOC 34, 37, 43, 51, 55COM 46-49, 55-63

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0 A T 1 0

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Th in king Skills

Prob!em SolvingRecognizes problems and devises and implements plan of action.

Standard: Demonstrates the ability to solve business-related problems byrecognizing that a problem exists, identifying possible reasons for the problem,devising and implementing a plan of action to resolve the problem, evaluating andmonitoring the progress of an action plan, and revising plan as indicated by findings.

Occupational Knowledge and Skills

Adapts to changing situationsDescribes the nature of probiems facedby a businessExplains approaches to effective planningExplains the nature of plansHandles customer/client complaintsUses analytical skills to solve problemsand make decisionsUtilizes the decision making process

Academic Knowledge and Skills

SCI 1MAT 9-17SOC 8-10COM 62

15

F 0-11J-ND A T ION14

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Seeing Thingsin the Mind's Eye

Organizes and processes symbols, pictures, graphs, objects, and otherinformation.

Standard: Demonstrates the ability to visualize business-related symbols, pictures,graphs, objects, and other information to organize and process data.

Occupational Knowledge and Skills

Describes planning tools used bybusiness (e.g., budgets, forecasts,financial statements, schedules)Utilizes business tools and techniques(e.g., control charts, fishbone diagrams,run charts, histograms, scatter diagrams,flowcharts)

Academic Knowledge and SkillsSOC 47

I 6

0 U N D A T 1 0

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Th in k in g Skills

Knowing How to LearnUses efficient learning techniques to acquire and apply new knowledge andskills.

Standard: Demonstrates the ability to acquire and apply new business knowledgeand skills by using efficient learning techniques in both familiar and changingsituations and by being aware of tools such as personal learning ityles, formallearning strategies, and informal learning strategies.

Occupational Knowledge and Skills

Describes how learning skills are requiredin the business fieldExplains the need for ongoing educationas a worker and the short- and long-termimpactIdentifies the types of training and humanresource development provided workers(i.e., training semhars, continuingeducation)Identifies the nature of management/supervisory training

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Academic Knowledge and Skills

COM 63

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Th in k ing Skills

ReasoningDiscovers a rule or principle underlying the relationship between two or moreobjects and applies it when solving a problem.

Standard: Demonstrates the ability to discover a rule or principle underlying therelationship between two or more objects and apply it when solving a business-related problem.

Occupational Knowledge and SkillsUses logic to draw conclusions fromavailable informationExtracts rules or principles from a set ofobjects or written textApplies rules and principles to a newsituationDetermines which conclusions are correctwhen given a set of facts and a set ofconclusions

immomme=ama

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Academic Knowledge and SkillsMAT 33, 35-39COM 53-63

1.8

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Personal Qualities sDisplays responsibility, self-esteem, sociability,

elf-management. and integrity and honesty

ResponsibilityExerts a high level of effort and perseveres toward goal attainment.

Standard: Demonstrates the ability to maintain high standards of attendance,punctuality, enthusiasm, vitality, and optimism in approaching and completingbusiness-related tasks.

Occupational Knowledge and Skillsf

Acaemic Knowledge and SkillsSOC 36, 42-43Demonstrates initiative

Demonstrates responsible behaviorDemonstrates self-controlDisplays a high level of concentrationeven when assigned an unpleasant taskPays attention to detailSets high standards

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Personal Qualities

Self-EsteemBelieves in own self-worth and msintains a positive view of self.

Standard: Demonstrates a belief '11 own self-worth and maintains a positive view ofself in personal and business-relf ted activities.

Occupational Knowledge and Skills

Assesses personal interests and skillsShows awareness of impact on othersDemonstrates an understanding of therelationship between personal behavior..and self-conceptDevelops personality traits important tobusinessExplains the concept of self-esteemExplains the concept of self-understandingDisplays a knowledge of own emotionalcapacity and needs, and how to addressthemIdentifies personal interests, abilities, andskillsMaintains appropriate personalappearanceMaintains positive attitudeUses feedback for personal growth

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Academic Knowledge and SkillsSOC 36, 42-43

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Personal Qualities

SociabilityDemonstrates understanding, friendliness, adaptability, empathy, andpoliteness in group settings.

Standard: Demonstrates understanding, friendliness, adaptability, empathy, andpoliteness in new and ongoing group business settings.

Occupational Knowledge and Skills

Addresses needs of individualpersonalitiesAsserts self in familiar and unfamiliarsocial and business situationsDemonstrates empathy for othersDemonstrates interest and enthusiasmDemonstrates orderly and systematicbehaviorDresses appropriately for a job inbusinessRelates well to othersResponds appropriately to situationsTakes interest in what others say and doUses appropriate assertiveness

Academic Knowledge and Skills

SOC 36, 42-43

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a

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Personal Qualities

Self-ManagementAssesses self accurately, sets personal goals, monitors progress, and exhibitsself-control.

Standard: Demonstrates the ability to asses one's own knowledge, skills, andabilities accurately in psrsonal and business-related activities.

Occupational Knowledge and Skills

Characterizes self as a self.starterDemonstrates orderly and systematicbehaviorDemonstrates initiativeExhibits self-controlMonitors progress toward goal attainmentMotivates self through goal attainmentResponds to feedback unemotionally andnon-defensivelySets well-defined and realistic personalgoalsUnderstands the concept ofempowerment

Academic Knowledge and Skills

SOC 36-37, 42-43

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Integrity/HonestyChooses ethical courses of action.

Standard: Demonstrates the ability to be trusted and exhibits that trustworthiness inpersonal and business-related activities.

Occupational Knowledge and Skills Academic Knowledge and SkillsChooses an ethical course of action in all SOC 37, 43work assignments and personal COM 46-48involvement with othersDemonstrates honesty and integrityDemonstrates responsible behaviorKnows when a decision or behaviorbreaks with commonly held personal orsocietal valuesUnderstands the impact of violatingbeliefs and codes of an organization, self,or others

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e.

Business, Marketing, and InformationManagement Competencies

The skill standards listings whichfollow were identified by Georgiabusiness and industry

representatives as the generic skillsnecessary for the broad cluster ofoccupations in this field. They areorganized according to the Secretary'sCommission on Achieving NecessarySkills (SCANS) report. The essentialgeneral workplace skills and safetyskills were also identified by theStandards Development Team for thisproject.

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CompetenciesResources

25Time

Money 26

Materials and Facilities 27

Human Resources 28InterpersonalParticipating as a Member of a Team 29

Teaching Others New Skills 30

Serving Clients/Customers 31

Exercising Leadership 32

Negotiating 33

Working with Diversity 34InformationAcquiring and Evaluating Information 35

Organizing and Maintaining Information 36

37Economics

Business 39

Marketing 40Accounting/Finance 41

Management 42

Business Ethics 43

Legal 44

Monitoring and Correcting Performance 45

Improving or Designing Systems 46Technology

47Selecting Technology

Applying Technology to Task 48

Maintaining and Troubleshooting Equipment 49

e.;

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Time4-

Selects goal-relevant activities, ranks them, allocates time, and prepares andfollows schedules.

Standard: Demonstrates the ability to select goal-relevant activities, rank activities,allocate time, and prepare and follow schedules.

Occupational Knowledge and SkillsPlans and organizes workUses time management principlesUtilizes project management techniques

Academic Knowledae and SkillsMAT 9, 12-14SOC 32, 49

WIPE T ENCIES25

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x.

MoneyUses or prepares budgets, makes forecasts, keeps records, and makesadjustments to meet objectives.

Standard: Demonstrates the ability to use or prepare budgets, make forecasts, keeprecords, and make adjustments to meet objectives for personal and business-related activities.

Occupational Knowledge and SkillsAnalyzes operating results in relation tobudgetDevelops business budgetsDevelops expense control plansDefines a budget and explains its purposeExplains employee role in expense controlExplains the nature of operating budgetsExplains the nature of overhead/operatingcostsUses budgets to control operations

Academic Knowledge and Skills

MAT 1-17SOC 27

C 0 M P T E NC I E S

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Materials and FacilitiesAcquires, stores, allocates, and uses materials or space efficiently.

Standard: Demonstrates the ability to manage materials and facilities for personaland business-related activities.

Occupational Knowledge and Skills

Acquires appropriate supplies forcompletion of a taskAllocates and uses materials or spaceefficientlyExplains the principles of facilities layoutStores supplies in an appropriate manner

Academic Knowledge and SkillsMAT 26-27, 30COM 15.

'C 0 M P E T E 14' C r E S

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Resources

Human ResourcesAssesses skills and distributes work accordingly, evaluates performance, andprovides feedback.

Standard: Demonstrates the ability to understand the human element of a businessworkplace in assessing skills, distributing work, evaluating performance, andproviding feedback.

Occupational Knowledge and Skills

Assesses knowledge and skills of peopleDistributes work according to knowledgeand skills of an individualEvaluates performance of an individualProvides feedback in an appropriatemanner

Academic Knowledge and Skills

COM 13, 21

0

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Interpersonal Works with others

Participating as aMember of a Team

Contributes to group effort.

Standard: Demonstrates the ability to participate as a member of a business teamand contribute to the group effort.

Occupational Knowledge and Skills

Demonstrates effective group membershipskills

Demonstrates interpersonal skills requiredfor working with and for othersFosters positive working relationshipsParticipates as a team member

mth===-0

Academic Knowledge and SkillsCOM 1-9, 11, 13-15

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Interpersonal

Teaching OthersNew Skills

Acts as trainer, mentor, instructor; coordinates instruction

Standard: Demonstrates the ability to teach others new skills in a business situation.

Occupational Knowledge and Skills

Conducts staff meetingsGives directions for completing jobs tasksOrients new employeesParticipates in a coaching/mentoringsituation

Academic Knowledge and Skills

COM 1-9, 11, 13-15

COMP E T E N CIES30

1

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Interpersonal

Serving Clients/CustomersWorks to satisfy customers' expectations.

Standard: Demonstrates the ability to satisfy a customer/client in a businesssituation.

Occupational Knowledge and SkillsDescribes factors affecting customerserviceDescribes the customer focus of totalquality managementDirects customer/client to other locationsExplains customer-service techniquesuseful in working with new clients/customers or accountsExplains the concept of customer serviceExplains the nature of positivecustomer/client relationsHandles customer inquiriesHandles difficult customers/clients

31

Academic Knowledge and SkillsMAT 1-40

32

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interpersonal

Exercising LeadershipCommunicates ideas to justify position, persuades and convinces others, andresponsibly challenges existing procedures and policies.

Standard: Demonstrates the ability to provide leadership in a business organizationor business-related activity.

Occupational Knowledge and Skills Academic Knowledge and SkillsDescribes leadership traits SOC 16-17, 36, 57Describes the influence of corporateculture on employee motivationExplains leadership theoriesExplains the nature of leadership inorganizations

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NegotiatingWorks toward agreements involvingdivergent interests.

Standard: Demonstrates the ability toin business-related activities.

Occupational Knowledge and Skills

Convinces others of point of viewHandles customer/client complaintsHandles situations when thecustomer/client is at faultInterprets business policies tocustomers/clients

exchange of resources, and resolves

work toward agreement with customers/clients

Academic Knowledge and SkillsCOM 5, 8, 14

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Interpersonal

Working with DiversityWorks well with men and women from diverse backgrounds.

Standard: Demonstrates the ability to work in a business environment withindividuals of different gender, cultures, lifestyles, attitudes, and abilities.

Occupational Knowledge and Skills

Demonstrates respect for the feelings andbeliefs of othersDemonstrates an appreciation for thesimilarities and differences amongindividualsDescribes stereotypes, biases, anddiscriminatory behaviors in a businessenvironmentFosters positive working relationships in abusiness situationRecognizes personal biases andstereotypes

Academic Knowledge and Skills

SOC 8, 15, 23, 30-31, 38, 4, 46COM 46-48

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Acquiring andEvaluating Information

Reads, processes information, and follows directions.

Standard: Demonstrates the ability to identify, assimilate, and integrate businessinformation from diverse sources.

Occupational Knowledge and Skills Academic Knowledge and SkillsDescribes methods of data collection SCI 1(e.g., mail, telephone, interview, focus MAT 9-17group) SOC 50-51Describes sources of primary data COM 24, 31Describes techniques for assessinginformation needsDescribes techniques for assessingongoing behaviorDescribes the nature and scope ofbusiness information managementDescribes the nature of business researchDescribes the role of estimating the valueof research informationDiscusses sources of secondary dataExplains the nature of the businessresearch problemExplains the nature of validity andreliabilityExplains the need for business researchinformationExplains the relationship between theresearch purpose and the researchobjectivesExplains the role of ethics in businessresearchExplains types of research approaches(e.g., observation, survey, experiment)

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Organizing andMaintaining Information

Interprets and clarifies directions, data, and information prepared by selfand others.

Standard: Demonstrates the ability to prepare, maintain, and interpret quantitativeand qualitative business data.

Occupational Knowledge and Skills Academic Knowledge and Skills

Analyzes the use of databases inorganizing business research dataDetermines features of informationsourcesExplains the nature of informationprocessingIdentifies statistical packages that can beused to analyze business data

MAT 9, 16-17

C 0 M P E.T ENCIES-36

37

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Systems Understands complex interrelationships

EconomicsUnderstands features of economic systems.

Standard: Demonstrates an understanding of features of economic systems asrelated to a business situation and an individual.

Occupational Knowledge and Skills

Explains the concept of business cyclesExplains the concept of competitionExplains the concept of economic goodsand servicesExplains the concept of economicresourcesExplains the concept of economics andeconomic activitiesExplains the concept of moneyExplains the concept of organized laborand businessExplains the concept of priceExplains the concept of private enterpriseExplains the concept of productivityExplains the concept of profitExplains the concept of riskExplains the concept ofspecialization/division of laborExplains the concept of supply anddemandExplains the concept of utilityExplains the relationship of governmentand businessExplains the types of economic systems

Academic Knowledge and SkillsMAT 1-17SOC 13, 19, 20-22, 24-29, 31-34

Continued on Next Page

0 IA P E C I E S

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Economics continuedStandard: Demonstrates an understanding of various measures for gauging theeffectiveness of an economic system.

Occupational Knowledge and Skills

Describes labor statisticsDescribes the nature of national incomeDescribes the nature of net nationalproductDiscusses the industrial production indexDiscusses the nature of taxes thatbusinesees pay in the U.S.Discusses the nature of the consumerprice indexExplains measures of affluenceExplains measures of populationExplains measures of productionExplains the concept of gross domesticproduct

Academic Knowledge and Skills

MAT 1-17SOC 2, 7, 9-10, 19, 25-27, 32

Standard: Demonstrates an understanding of the global economy and how it affectsa business and the individual.

Occupational Knowledge and SAlls

Describes efforts for developing a globaleconomyDescribes the nature of current economicproblemsDiscusses the nature of bafflers to worldtradeEvaluates influences on a nation's abilityto tradeExplains forms of international businessactivitiesExplains the nature of international tradeDescribes the impact of a globaleconomy/increased competition on qualitystandards

Academic Knowledge and Skills

SOC 7, 9-10, 11-14, 19, 24-28, 32

OM P E T EN CIE S

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BusinessUnderstands business-related concepts.

Standard: Demonstrates an understanding of business-related concepts.

Occupational Knowledge and Skills

Describes current business trendsExplains the concept of marketingExplains the concept of accountingExplains the concept of administrationExplains the concept of financeExplains the concept of managementExplains the concept of productionExplains the nature of business activitiesExplains the relationship of business andsocietyExplains the role of customer service inthe business environmentExplains the types of business ownership

Academic Knowledge and Skills* MAT 1-17

SOC 32

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MarketingUnderstands marketing concepts.

Standard: Demonstrates an understanding of the marketing concept, marketing mix,marketing practices, marketing distribution, and marketing promotion in business.

Occupational Knowledge and Skills

Defines the marketing conceptDescribes the concept of marketsegmentationDescribes the nature of marketing plansDescribes the promotional mixDescribes the purpose and importance ofmarketingExplains the concept of marketingstritegiesExplains the various distribution channelsIdentifies the components of themarketing mixIdentifies the marketing functions andrelated activitiesIdentifies the specific techniques utilizedin sales promotion

Academic Knowledge and Skills

MAT 1-17

COVM P E T E C 4, I E S

40

41

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Accounting/FinanceUnderstands the accounting/financial process.

Standard: Demonstrates an understanding of the accounting process and theinterpretation of basic financial statements of a business.

Occupational Knowledge and Skills

Explains the purposes and features of abalance sheetExplains the purposes and features of anincome statementExplains the relationship between balancesheets and income statementsDescribes the basic language andprocedures of the accounting processInterprets data from financial statements

Academic Knowledge and SkillsMAT 1-17

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ManagementUnderstands the concept of management.

Standard: Demonstrates an understanding of the nature, purpose, and function ofmanagement.

Occupational Knowledge and Skills

Identifies and applies the four functions ofthe management process (planning,organizing, directing, and controlling)Explains the concept of staffing 7

Explains legal considerations in staffingDescribes the history and elements oftotal quality managementExplains the total quality managementprocessExplains the relationship between span ofcontrol and delegation

Standard: Demonstrates an understanding of the organizational structure ofbusiness and principles of organization.

Occupational Knowledge and Skills

Compares the nature of centralization withdecentralizationDescribes the bureaucratic form oforganizationDescribes the nature of human resourceplanningDescribes the nature of organizationalplanningDiscusses the non-bureaucratic forms oforganizationExplains the nature of organizatioialdesign

C ,0

42 43

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Business EthicsUnderstands the concept of ethical behavior in business.

Standard: Demonstrates an understanding of ethical behavior as it applies tobusiness conduct.

Occupational Knowledge and Skills Academic Knowledge and SkillsIdentifies ethical business practices SOC 46Describes business actions that must beevaluated as right or wrongDescribes employee theft ramificationsDescribes ethical conflict created byinternal business activitiesDescribes ethics in personnel issuesDescribes ethics in pricingDescribes ethics in providing misleadinginformationDescribes the role of ethics in advertisingDescribes unfair business practicesDescribes unfair competition practicesDescribes the role of ethics in advertisingDescribes unfair business practicesDescribes unfair competition practicesDiscusses elements of opportunity andconflict in the ethical decision makingprocessDiscusses ethics in procurement offinancingDiscusses trade secret regulationsDiscusses trade/business secret ethicsDistinguishes business ethics from socialresponsibilityDescribes the impact of an organization'sstructure and culture on ethical decisionmakingExplains ethics in sales

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Systems

LegalUnderstands the impact of laws on business.

Standard: Demonstrates an understanding of government regulations and interpretslaws that apply to business.

Occupational Knowledge and Skills

Describes the regulatory power andfunctions of selected federal agencies(i.e., Environmental Protection Agency,Federal Communications Commission,Equal Employment OpportunityCommission, Food and DrugAdministration, Occupational Safety andHealth Administration)Describes standards provided by the FairLabor Standards ActDescribes the nature of credit lawsDifferentiates between expressed andimplied warrantyDistinguishes among business law andother kinds of lawExplains consumer credit protectionlegislationExplains the nature of the UniformCommercial CodeExplains the purpose of bankruptcy andreorganization as they relate tobusinessesExplains the scope of competitionregulationsExplains the scope of harassment laws

Identifies the nature of legally bindingcontracts

Academic Knowledge and Skills

SOC 35, 38, 41-42

0 E S

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Monitoring andCorrecting Performance

Distinguishes trends, predicts impact on system operation, diagnosesdeviations in systems performance, and corrects malfunctions.

Standard: Demonstrates the ability to identify trends in the operation of a businessfor the purpose of predicting impacts and taking corrective measures.

Occupational Knowledge and Skills

Describes the inventory cycle andidentifies various inventory controltechniquesEvaluates the various factors thatinfluence the operation of a businessIdentifies basic forecasting techniquesand data sources

Academic Knowledge and SkillsMAT 12-14, 17

45 4 6

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Improving orDesigning Systems

Suggests modifications to existing systems and develops new or alternativesystems to improve performance.

Standard: Demonstrates the ability to provide insight into the factors that may hindera business operation and identify suggested improvements or modifications toimprove performance.

Occupational Knowledge and SkillsIdentifies the nature of continuingimprovement strategies for a business

0 MP E E N C I E S

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Selecting TechnologyChooses procedures, tools, or equipment including computers and relatedtechnology.

Standard: Demonstrates the ability to describe and select computer hardware,software, and related technologies associated with business applications.

Occupational Knowledge and Skills

Describes business applications ofcomputersDescribes the scope of computer systemsExplains the fundamental components ofa computer systemExplains the impact of technology onbusinessOperates a calculatorOperates an electronic data capturemachineOperates a register/POS terminalOperates a cellular phoneOperates a fax machineOperates a modemUses networking LAN technologyUtilizes business application software,(word processing, database, spreadsheet,and desktop publishing)

Academic Knowledge and Skills

MAT 4, 8, 19

47 4 s

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Technology

Applying Technology to TaskUnderstands overall intent and proper procedures for setup and operation ofequipment.

Standard: Demonstrates the ability to apply computer hardware, software, andrelated technologies associated with business applications to a related task byunderstanding overall intent and proper procedures for setup and operation ofequipment.

Occupational Knowledge and Skills Academic Knowledge and SkillsDemonstrates basic functions performed MAT 1-8, 25, 35in the business use of computers andrelated technologiesPrints documents, spreadsheets, anddatabase lists/reportsUtilizes basic software programs relatedto business (word processing, database,spreadsheet, and desktop publishing) tocreate documents and reports

484 9

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*Technology

Maintaining andTroubleshooting Equipment

Prevents, identifies, or solves problems with equipment including computersand other technologies.

Standard: Demonstrates the ability to maintain and troubleshoot business-relatedequipment including computers and other technologies to prevent, identify', or solveproblems.

Occupational Knowledgr -And SkillsDemonstrates correct usage of computerhardware, software, and relatedtechnologyHandles technology related equipmentproperlyUses equipment as directed

49

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General OccupationalKnowledge and Skills

The following section includes thegeneral workplace knowledge andskills that will provide a job seeker

with the tools to secure employmentand perform safely in a professionalmanner. This worker will be able tounderstand the basic economicramifications of employment and when itbecomes necessary to transitionsuccessfully to new employment.

5(51

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TABLE OF CONTENTS

GeneralWorkplace SkillsEmployability Skills

Accepting Employment52

53

52

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Workplace Skil s Understands and attains workplace skills.PP

Employability SkillsUndertakes employment search strategies.

Standard: Demonstrates the ability to identify an appropriate business careerobjective, select a position in business for which qualified, prepare the appropriatewritten documents for employment, and complete the interview process.

Occupational Knowledge and Skills Academic Knowledge and SkillsAssesses the value of work COM 1-2, 5, 7, 11, 17, 21, 23, 33Completes a job applicationCreates a useable resume using wordprocessorDetermines job opportunitiesDresses appropriately for a job interviewIdentifies personal occupationalrequirementsIdentifies skills needed by employersIdentifies techniques for finding a jobIdentifies tentative occupational interestsWrites a letter of application

E N E R A

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Accepting EmploymentUndertakes procedures for successful job acceptance.

Standard: Demonstrates the proper skills necessary for successful transition to abusiness-related work environment.

Occupational Knowledge and Skills Academic Knowledge and SkillsAccepts or rejects employment offerCompletes Employee's WithholdingAllowance Certification Form W-4

MAT 1-40COM 2, 23

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Additional ReviewersBusiness, Marketing and Information ManagementWilham Butler, Banking, Marietta, GADr. Joan Curtis, Consulting, Athens, GAVince Edwards, Savannah, GALydia Howard, Secretarial Science, Atlanta, GAPhyllis Lowe, CPS, Secretarial Science, Lawrenceville, GAElizabeth Mann, Design/Clothing, Atlanta, GACraig Mitchell, Construction Management, Atlanta, GASteve Ragsdale, Hotel and Restaurant Management, Lake Lanier Island, GAAnn Reed, Secretarial Science, Augusta, GADaniel Skinner, Georgia Development Authority, Tucker, GAGlen Stanton, Hotel and Restaurant Management, Norcross, GAJohn Stewart, Hyatt Regency, Atlanta, GASteve Swinney, Accounting, Macon, GADoris Whalen, Design, Gainesville, GA