business and administrative services

Business and

Administrative Services

Career Field Technical Content Standards Document

REVISED NOVEMBER 13, 2008

With Academic Content Standards in

English Language Arts, Mathematics and Social Studies

July 2008

S t a r k C o u n t y Co l l e g e T e c h P r e p C o n s o r t i u m

The Stark County College Tech Prep consortium is comprised of representatives from local business and industry and the following educational institutions:

Alliance City Schools Minerva Local Schools Brown Local Schools North Canton City Schools Canton City Schools Northwest Local Schools

Canton Local Schools Osnaburg Local Schools Fairless Local Schools Perry Local Schools Jackson Local Schools Plain Local Schools

Lake Local Schools Sandy Valley Local Schools Louisville City Schools Stark County JVSD

Marlington Local Schools Stark State College of Technology Massillon City Schools Tuslaw Local Schools

Stark County College Tech Prep Consortium Staff

Jennie Royer – Director Shelly McCombs – Associate

Cheryl Robinson – Transitions Coordinator Susanne Clark – Administrative Assistant

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Stark County College Tech Prep Consortium Business and Administrative Services

TCP & Program Review Panel November 13, 2008

Business/Industry/Labor Representatives

Nicole Steele Angel Devose Therapy Partners PTA Colfos Manufacturing, Inc. Denise Darnley The Timken Company

Secondary Educators Jason Conrad Joy Minor Perry High School Perry High School Barb Palmer Mitch Kirchbaum Massillon Washington High School Massillon Washington High School Michelle Natural Kim Nidy Jackson High School Hoover High School Nicole Makowski Michelle Allison-Palmer Hoover High School Sandy Valley High School Kate Wiles Susan Grady Dalton Schools R G Drage Career Center Tod Krino Gary Isler R G Drage Career Center GlenOak High School Meredith Duncan Susan Everhart Lake High School Lake High School Brenda Leedy Julie Strancar R G Drage Career Center GlenOak High School

Associate Degree Educators

Jerry Myers Sue Bennett Stark State College of Technology Stark State College of Technology Cindy Close Amy Tracey Stark State College of Technology Stark State College of Technology

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Table of Contents Program Description

• Foreword .......................................................................................................................................... v • Acknowledgements ........................................................................................................................ vii • Business and Administrative Services Career Field Technical Content Standards Document ....... ix • Futuring Panel ................................................................................................................................. xi • Postsecondary Deans of Business and College Tech Prep Coordinators Panel ............................ xiii • Business Panels .............................................................................................................................. xv • Educator Panels .............................................................................................................................. xx • Business and Administrative Services Alignment Panel ............................................................. xxii • Philosophy and Principles for Implementation ........................................................................... xxiv • Ohio Career Field Technical Content Standards .......................................................................... xxv • Career Pathways ......................................................................................................................... xxvi • Structure and Format.................................................................................................................. xxvii • Definitions and Codes ................................................................................................................. xxix • Sample Competency .................................................................................................................... xxx • Business and Administrative Services Definitions ..................................................................... xxxi

Business and Administrative Services Units ...................................................................................... xxxiii 2008 Business and Administrative Services Competency Chart .................................................... xxxvii

Business and Administrative Services Career Field Standards • ADMINISTRATIVE AND PROFESSIONAL SUPPORT PATHWAY • Management ..................................................................................................................................... 2 • Entrepreneurship .............................................................................................................................. 7 • Marketing ...................................................................................................................................... 12 • Customer Relationship Management ............................................................................................. 14 • Business Law ................................................................................................................................. 19 • Risk Management .......................................................................................................................... 24 • Communication Skills .................................................................................................................... 29 • Emotional Intelligence ................................................................................................................... 37 • Professional Development ............................................................................................................. 45 • Money and Personal Finance ......................................................................................................... 47 • Economics ...................................................................................................................................... 51 • Accounting ..................................................................................................................................... 58 • Financial Management ................................................................................................................... 64 • Technology .................................................................................................................................... 66 • Information Management ............................................................................................................... 77 • Knowledge Management ............................................................................................................... 80 • Operations Management ................................................................................................................ 82 • Project Management ...................................................................................................................... 88 • Human Resources Management .................................................................................................... 97 • LEGAL MANAGEMENT AND SUPPORT PATHWAY • Management ................................................................................................................................. 103 • Entrepreneurship .......................................................................................................................... 109 • Marketing .................................................................................................................................... 113

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• Customer Relationship Management ........................................................................................... 118 • Business Law ............................................................................................................................... 121 • Risk Management ........................................................................................................................ 128 • Communication Skills .................................................................................................................. 133 • Emotional Intelligence ................................................................................................................. 143 • Professional Development ........................................................................................................... 153 • Money and Personal Finance ....................................................................................................... 156 • Economics .................................................................................................................................... 160 • Accounting ................................................................................................................................... 166 • Financial Management ................................................................................................................. 172 • Technology .................................................................................................................................. 176 • Information Management ............................................................................................................. 188 • Knowledge Management ............................................................................................................. 194 • Operations Management .............................................................................................................. 196 • Project Management .................................................................................................................... 202 • Human Resources Management .................................................................................................. 203 • Legal System ................................................................................................................................ 207 • MEDICAL MANAGEMENT AND SUPPORT PATHWAY • Management ................................................................................................................................. 211 • Entrepreneurship .......................................................................................................................... 221 • Marketing .................................................................................................................................... 226 • Customer Relationship Management ........................................................................................... 231 • Business Law ............................................................................................................................... 235 • Risk Management ........................................................................................................................ 241 • Communication Skills .................................................................................................................. 247 • Emotional Intelligence ................................................................................................................. 255 • Professional Development ........................................................................................................... 264 • Money and Personal Finance ....................................................................................................... 266 • Economics .................................................................................................................................... 269 • Accounting ................................................................................................................................... 276 • Financial Management ................................................................................................................. 284 • Technology .................................................................................................................................. 288 • Information Management ............................................................................................................. 299 • Knowledge Management ............................................................................................................. 306 • Operations Management .............................................................................................................. 308 • Project Management .................................................................................................................... 315 • Human Resources Management .................................................................................................. 316 • MANAGEMENT PATHWAY • Management ................................................................................................................................. 321 • Entrepreneurship .......................................................................................................................... 329 • Business Analysis ........................................................................................................................ 334 • Marketing .................................................................................................................................... 339 • Customer Relationship Management ........................................................................................... 343 • Business Law ............................................................................................................................... 347 • Risk Management ........................................................................................................................ 352 • Communication Skills .................................................................................................................. 359 • Emotional Intelligence ................................................................................................................. 366 • Professional Development ........................................................................................................... 375

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• Money and Personal Finance ....................................................................................................... 377 • Economics .................................................................................................................................... 381 • Accounting ................................................................................................................................... 388 • Financial Management ................................................................................................................. 394 • Technology .................................................................................................................................. 396 • Information Management ............................................................................................................. 407 • Knowledge Management ............................................................................................................. 412 • Operations Management .............................................................................................................. 414 • Project Management .................................................................................................................... 430 • Human Resources Management .................................................................................................. 439 • POSTSECONDARY HUMAN RESOURCES MANAGEMENT SPECIALTY • Management ................................................................................................................................. 462 • Entrepreneurship .......................................................................................................................... 467 • Marketing .................................................................................................................................... 472 • Customer Relationship Management ........................................................................................... 474 • Business Law ............................................................................................................................... 476 • Risk Management ........................................................................................................................ 481 • Communication Skills .................................................................................................................. 487 • Emotional Intelligence ................................................................................................................. 494 • Professional Development ........................................................................................................... 503 • Money and Personal Finance ....................................................................................................... 505 • Economics .................................................................................................................................... 509 • Accounting ................................................................................................................................... 516 • Financial Management ................................................................................................................. 522 • Technology .................................................................................................................................. 524 • Information Management ............................................................................................................. 534 • Knowledge Management ............................................................................................................. 537 • Operations Management .............................................................................................................. 539 • Project Management .................................................................................................................... 544 • Human Resources Management .................................................................................................. 545

Appendices • Appendix A –Professional Associations and Certifications ........................................................ 568 • Appendix B – Bibliography ......................................................................................................... 575 • Appendix C – Ohio Tech Prep Consortia .................................................................................... 584

Foreword The Business and Administrative Services Career Field Technical Content Standards form the curricular framework for Ohio College Tech Prep and career-technical education programs in the Business and Administrative Services career field. This document reflects the career field framework outlined in Ohio Administrative Code 3301-61-03 (Criteria for Secondary Workforce Development Programs). This document represents a collaborative effort of the following professional partners: the Ohio Department of Education’s Office of Career-Technical and Adult Education, the Ohio Board of Regents, the Marketing Education Resource Center and the Ohio Resource Center for Mathematics, Science and Reading (The Ohio State University). Secondary and postsecondary educators, along with business and industry professionals, also participated in the development of the technical content standards. The Business and Administrative Services Career Field Technical Content Standards combine business and industry standards, academic content standards (English language arts, mathematics and social studies) and the business process framework to develop technical literacy in business and administrative services. The business and administrative services career field includes occupations that focus on administrative services, business information management, corporate/general management, human resources management, operations management, legal management and support, and medical management and support. The Business and Administrative Services Career Field is comprised of four pathways and one specialty leading to technically-based careers in:

• Administrative and Professional Support (pathway); • Legal Management and Support (pathway); • Medical Management and Support (pathway); • Management (pathway); and • Human Resources Management (postsecondary, specialty).

This document delineates competencies that outline the knowledge and skills needed for career success in the above four pathways and specialty. It includes a) common competencies that span the Business and Administrative Services career field addressing critical workplace skills, including technical skills, business processes, problem solving and critical thinking, leadership and teamwork skills; and b) pathway and specialty competencies that describe specific occupational knowledge and skills. In addition, benchmarks from the Ohio English Language Arts Academic Content Standards, the Mathematics Academic Content Standards and the Social Studies Academic Content Standards have been embedded, outlining the mathematics, language arts and social studies knowledge and skills associated with specific technical competencies. The Business and Administrative Services document seeks to provide the basis for educational programming that will foster the development of what Doug Bush, vice president and chief technology officer, Intel Corporation, refers to as the “T-shaped” employee. The “T-shaped” employee combines broad knowledge, insight and understanding of business processes, academic attainment and workplace readiness (the crossbar of the “T”) with depth of knowledge and expertise in a career specialty (the post of the “T”). The “T-shaped” employee is needed to ensure that Ohio’s business and administrative services work force of tomorrow will be competitive in a global environment that requires specialized skills in a broader context aimed at the innovation of new products and services in an ever-changing economy.

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This document forms the basis for developing an integrated delivery system that provides opportunities for new and challenging programs and courses. It is hoped that the document will enhance and expand career-technical education, College Tech Prep and postsecondary degree programs in business and related fields. The document is available on the Internet at www.techprepohio.org and through the Ohio Department of Education Web by keywords: career field initiative at www.ode.state.oh.us. Kathy Shibley Director Office of Career-Technical and Adult Education Ohio Department of Education

Jonathan Tafel Vice Chancellor for Educational Linkages and Access Ohio Board of Regents

http://www.techprepohio.org/

http://www.ode.state.oh.us/

Acknowledgements

A number of individuals contributed their time and expertise to the development of the Business and Administrative Services Career Field Technical Content Standards document. Special thanks go to all business representatives and educators named in the section entitled “Development of Business and Administrative Services.” Further acknowledgement is due to:

• David Burns, Executive Director, Secondary Education and Workforce Development, Ohio Department of Education;

• Jonathan Tafel, Vice Chancellor for Educational Linkages and Access, Ohio Board of Regents;

• Kathy Shibley, Director, Office of Career-Technical and Adult Education, Ohio Department of Education;

• Rick Mangini, Associate Director, Office of Career-Technical and Adult Education, Ohio Department of Education;

• Anthony Landis, Administrator, College Tech Prep and Carl D. Perkins Programs, Ohio Board of Regents; and

• Deborah Roshto, Director, Office of Curriculum and Instruction, Ohio Department of Education.

The individuals listed above provided vision and implementation support for the Business and Administrative Services Career Field Technical Content Standards document and Ohio’s Business and Administrative Services educational programs.

Also, special thanks are due to the following professional partners of this project:

• Ruth Ann Falconer, Consultant, Office of Career-Technical and Adult Education, Ohio Department of Education;

• James R. Gleason, President, MarkED/Career Paths;

• Janet Coulon, Curriculum Specialist, MarkED/Career Paths;

• April J. Miller, Senior Curriculum Research Associate, MarkED/Career Paths;

• Beth M. Osteen, Vice President, Research and Development, MarkED/Career Paths;

• Carmel Martin, Executive Assistant, MarkED/Career Paths;

• Margaret Kasten; Director, Ohio Resource Center for Mathematics, Science and Reading, The Ohio State University;

• David Majesky, Assistant Director; Ohio Resource Center for Mathematics, Science and Reading, The Ohio State University;

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• Carol Brown Dodson, Resource Specialist; Ohio Resource Center for Mathematics, Science and Reading, The Ohio State University;

• Christie Bohman, Science Content Specialist, Ohio Resource Center for Mathematics, Science and Reading, The Ohio State University;

• Ellen Cahill, Social Studies Consultant, Ohio Resource Center for Mathematics, Science and Reading;, The Ohio State University;

• Sheila Cantlebary, English Language Arts Content Specialist, Ohio Resource Center for Mathematics, Science and Reading, The Ohio State University;

• Judy Spicer, Mathematics Content Specialist, Ohio Resource Center for Mathematics, Science and Reading, The Ohio State University;

• Sharon Keller, English Language Arts Content Specialist, Ohio Resource Center for Mathematics, Science and Reading, The Ohio State University;

• Vicky Kirschner, Mathematics Consultant, Office of Curriculum and Instruction, Ohio Department of Education;

• Esther Hopkins, Science Consultant, Office of Curriculum and Instruction, Ohio Department of Education;

• William Muthig, Social Studies Consultant, Office of Curriculum and Instruction, Ohio Department of Education.

The people listed above contributed significant research, subject matter expertise and facilitation to the development of the Business and Administrative Services Career Field Technical Content Standards document.

BUSINESS AND ADMINISTRATIVE SERVICES CAREER FIELD TECHNICAL CONTENT STANDARDS DOCUMENT

The development process for the Business and Administrative Services Career Field Technical Content Standards began in April 2006 with the convening of two futuring panels and culminated in December 2007 with the work of a panel of business representatives and educators focusing on academic correlation. Over the course of 2006-2008, numerous business and industry representatives, as well as secondary and postsecondary educators from across Ohio, took part in the formal development process. The following summarizes the various stages of the development process. Futuring Panels April 27, 2006 and May 5, 2006 The Business and Administrative Services futuring panels brought together 22 key business and industry representatives from across the state to advise the Ohio Department of Education and the Ohio Board of Regents on future trends impacting the business and administrative services career field and to suggest ways in which those trends could be incorporated into a business and administrative services career field technical content standards document. Business Review Panels May 23, 2006, June 6, 2006, September 7, 2006, September 20, 2006, October 17, 2006, October 18, 2006 and November 16, 2006, February 13, 2007 Forty-seven Ohio business and industry representatives participated on these panels. Drawn from diverse business sectors and regions of the state, the panels identified what business and administrative services employees should know and be able to do in seven business and administrative services pathways: administrative and professional support, business information management, corporate/general management, human resources management, legal management and support, medical management and support and operations management. The panels built upon work outlined by the futuring panels, identifying essential and recommended knowledge and skills. Postsecondary Business Deans and College Tech-Prep Coordinators Panel August 22, 2006 More than thirty postsecondary Ohio deans of business and college tech-prep coordinators participated in a general discussion of the business and administrative services career field and reacted to its five pathways. Input derived from this panel informed the pathway design implemented in the document which are: Administrative and Professional Support, Legal Management and Support, Medical Management and Support, Business Management and a postsecondary specialty of Human Resource Management. Educator Review Panels January 23, 2007, February 28, 2007, April 20, 2007 and August 17, 2007 These panels were composed of representatives from secondary and postsecondary institutions across Ohio. The panels determined when in the educational process (e.g., grade 10, 12 or associate’s degree level) and to what depth (i.e., introduced, proficient, or reinforced) competencies should be addressed. In addition, the educator panels noted questions they had on decisions made by the business review panels and formulated suggestions for additions, deletions and editorial changes to the draft document.

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Stakeholder Review Panels February 27, 2007, April 19, 2007, April 27, 2007 and August 17, 2007 Representatives from the business review and education review panels addressed issues and concerns educators raised in the educator review meetings. Suggestions for additions, deletions and editorial changes were reviewed to ensure that the document provided a cohesive and deliverable set of competencies for business and administrative services professionals at both secondary and postsecondary exit points. The review provided a forum to ensure that the final document facilitates the seamless education of students interested in pursing a career in administrative and professional support, human resources management, legal management and support, business management and medical management and support. Academic Review Panel December 4. 2007 The academic review panel brought together representatives of the business panel, secondary and postsecondary technical educators panel and academic educators panel to identify benchmarks from the Ohio Academic Content Standards for English Language Arts, Mathematics and Social Studies that are embedded within the technical competencies. This incorporation of academic content standards with career field technical content standards provides an opportunity for instructional integration of content, helping to contextualize learning for students and providing the basis for collaboration across disciplines.

Business and Administrative Services Futuring Panel

Paul Anderson Partner/Director of Assurance GBQ Partners, LLC Columbus, Ohio

Joyce Lynch Human Resources Manager Lathrop Company Maumee, Ohio

Chris Bouzounis President/Chief Executive Officer Artina Promotional Products Columbus, Ohio

Joe Napoli General Manager Fifth Third Field Toledo Ohio

Nick Cellentani Vice President Cranel, Inc. Columbus, Ohio

Patrick O’Reilly Vice President MedComm Billing Consultants, LTD Dublin, Ohio

Allen Fabian Associate Director of Learning Resources Roxane Laboratories, Inc. Columbus, Ohio

Bill Polston Vice President, Operations Gates, McDonald & Co. Columbus, Ohio

Bill Gase Vice President, Controller Tireman Toledo, Ohio

Rusty Roof Human Resources Director Longaberger Company Newark, Ohio

Lee Gatten Human Resources Director J.P. Morgan Columbus, Ohio

Jeff Robinson Division Human Resources Manager Wendy’s International Columbus, Ohio

Scott Grimes, JD, CPA Partner, Chair, Tax Division Norman, Jones, Enlow & Co. Columbus, Ohio

Patrick Terrien President and Chief Executive Officer Columbus Council on World Affairs Columbus, Ohio

Stan Guilliam President Nemco Food Equipment Hicksville, Ohio

Carole Tomko Partner Woodmansee Group Columbus, Ohio

Robert Harold Regional Operating Director Discover Financial Services New Albany, Ohio

Kelley Walton Director of Human Resources Columbus Blue Jackets Columbus, Ohio

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Jim Hinds Division Vice President of Operations Wendy’s International Columbus, Ohio

Jennifer Wuertz, PHR Human Resources Manager SSOE, Inc. Toledo, Ohio

Dick Izzard President Bindery & Specialties Plain City, Ohio

Joseph Zielinski Consultant Strategy That Fits Toledo, Ohio

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Business and Administrative Services Postsecondary Deans of Business and College Tech Prep Coordinators Panel

Tom Atkinson Chair, Accounting/Administration Belmont Technical College St. Clairsville, Ohio

Larisa Harper Director Mid-East Ohio Tech Prep Zanesville, Ohio

Mike Bodnar Dean, Business Technologies Stark State College of Technology North Canton, Ohio

Kelly Herold Director Akron Area Tech Prep Akron, Ohio

Jane Cape Dean, Business and Applied Technology Clark State Community College Springfield, Ohio

Tom Kluding Director North Central College Tech Prep Mansfield, Ohio

Dan Cayse Dean, Business Technology Division Cincinnati State Technical and Community College Cincinnati, Ohio

Tim Nolan Director Cincinnati State Tech Prep Cincinnati, Ohio

Sue Chiki Business and Information Technology Hocking College Nelsonville, Ohio

Nancy Osborn Director West Central Ohio Tech Prep Lima, Ohio

Terrence Coleman Dean, Business and Education North Central State College Mansfield, Ohio

Von Plessner Dean of Business Northwest State Community College Archbold, Ohio

Connie Cooper, CPA Department Head, Business & Commerce Department University of Cincinnati Cincinnati, Ohio

Steve Rader Chair, Business Shawnee State University Portsmouth, Ohio

Jeff Gibbs Dean, Engineering/Business/Information Technology Zane State College Cambridge, Ohio

Cheryl Reindl-Johnson Chair, Business Information Systems Sinclair Community College Dayton, Ohio

Lawrence Gilpatric Chair, Business Technology University of Akron—Summit College Akron, Ohio

Michael Rex Dean of Business and Public Service Rhodes State College Lima, Ohio

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Sue Rossi Dean, Engineering/Business/Information Technology Jefferson Community College Steubenville, Ohio

Charlotte Wharton Dean, Business Technology Sinclair Community College Dayton, Ohio

Jennie Royer Director Stark County College Tech Prep North Canton, Ohio

Gary Williams Tech Prep Director Washington State Community College Marietta, Ohio

Julie Schaid Director Clark State Tech Prep Springfield, Ohio

Vicky Wood Chair, Business and Information Technology Marion Technical College Marion, Ohio

Carolyn Waits Program Co-chair--Business Management Technology Cincinnati State Community College Cincinnati, Ohio

Barb Yontz Tech Prep Director Clark State Community College Springfield, Ohio

Christina Wanat Director of Tech Prep Jefferson Community College Steubenville, Ohio

Larry Zachrich Dean of Business Northwest State Community College Archbold, Ohio

Business and Administrative Services Business Panels

Administrative and Professional Support

Libby C. Beckley Executive Assistant, Legal Department Hexion Specialty Chemical Columbus, Ohio

Jean Jerew Executive Assistant Neoprobe Corporation Dublin, Ohio

Janet Brookbank Executive Assistant Kemba Financial Credit Union Gahanna, Ohio

Stephanie Koval Executive Assistant Nationwide Columbus, Ohio

Sandy Crites Administrative Assistant National Church Residences Columbus, Ohio

Sheryl Lauer Executive Assistant to the President and Chief Executive Officer National Church Residences Columbus, Ohio

Michelle Duncan Executive Assistant Nationwide Columbus, Ohio

Phyllis McMullen Executive Assistant Nationwide Columbus, Ohio

Karen Gray Executive Secretary Nationwide Columbus, Ohio

Ramika Stephens Executive Assistant Nationwide Columbus, Ohio

Catherine Harris Project Manager/Assistant CIO Capital University Bexley, Ohio

Sally Taylor Executive Assistant Nationwide Columbus, Ohio

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Business Information Management

Linda Becker Life Training Coordinator State Farm Insurance Columbus, Ohio

Andrea Lynch Business Manager Support Technologies Columbus, Ohio

Scott Brown Office Support Staff/Compliance and Ethics Honda of America Marysville, Ohio

Angie Merckling Sr. Project/Quality Assurance Support Manager Grange Insurance Columbus, Ohio

Daniel Charna Vice President, Operations Glory Foods, Inc. Columbus, Ohio

Sue Ramke Project Manager of Operations Manager Redemtech Hilliard, Ohio

William Cooper, Jr. Senior Consultant, Process Management Nationwide Insurance Columbus, Ohio

Sarah Reed Sarah Reed Solutions Owner Reynoldsburg, Ohio

Karen Deeter Director of Operations Columbus Speech & Hearing Center Columbus, Ohio

Melissa Tammarine Life Systems Coordinator State Farm Insurance New Albany, Ohio

John Hrusovsky Chief Executive Officer Groundwork Group Columbus, Ohio

Chana Trimble Systems Analyst Bureau of Managed Health Care Columbus, Ohio

Lois Kellogg Call Center Manager American Electric Power Columbus, Ohio

John Wanchick Assistant Deputy Director Ohio Department of Job and Family Services Columbus, Ohio

John Lavkulich Adjunct Faculty Columbus State Community College Columbus, Ohio

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Legal Management and Support

Diane Cook Office Manager Calfee, Halter and Griswold LLP Columbus, Ohio

Von Ohlen Columbus Office Administrator Ulmer and Berne LLP Columbus, Ohio

Mo Keifer Legal Assistant/Office Manager Saia & Piatt, LLP Columbus, Ohio

Kathy Rosenberry Human Resources Manager Squires, Sanders and Dempsey LLP Columbus, Ohio

Sonja K. Kondas Branch Office Manager Peck Shaffer Columbus, Ohio

Cindy Wesney Human Resources Manager Baker and Hostetler LLP Columbus, Ohio

Medical Management and Support

Michelle Crane Practice Administrator Ohio Reproductive Medicine Columbus, Ohio

Daniel Pierce Business Manager University Gyn/Ob Consultants Columbus, Ohio

Anne Cronin Certified Procedural Coder Neurological Associates, Inc. Columbus, Ohio

Devon Ratliff General Manager Lockkbourne Family Health Columbus, Ohio

Linda Myers Administrative Associate Pediatric Academic Association, Inc. Columbus, Ohio

Richard Sobieray Chief Financial Officer OSU Physicians Columbus, Ohio

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Business Management

Ivan Alvarez Director, Strategy & Architecture NCR Corporation Dayton, Ohio

Marty Walker General Manager The Iams Co./Procter & Gamble Dayton, Ohio

Ole Dam President of Operations The Antioch Company Yellow Springs, Ohio

BJ Wiberg President Chamber of Commerce Executives of Ohio Columbus, Ohio

Rob Moyer President Rexarc International West Alexandria, Ohio

Bill Wilcox Deputy Director of Management Services Ohio School Board Association Columbus, Ohio

Roy Souders, Jr. Senior Vice President of Operations (Retired) Central Insurance Companies Van Wert, Ohio

Human Resources Management

Gwen Jarvis President/Chief Executive Officer INFINI International, Ltd. Cleveland, Ohio

Monica Thayer Director of Human Resources Ricerca Biosciences LLC Concord, Ohio

Sandy Krysiak Human Resources Consultant National Grid Cleveland, Ohio

Pat Tokarcik Director of Human Resources VSM Sewing Inc. Westlake, Ohio

Nancy Suhoza Manager of Human Resources Tremco Incorporated Beachwood, Ohio

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Operations Management

Gary Craig Strategic Commodity Manager. Limited Logistics Services Columbus, Ohio

Art Pietrafesa Manager, Quality Audits, Logistics Services Limited Logistics Services Columbus, Ohio

Hunter Fugger First Vice President Scotts Co. Marysville, Ohio

Sheila Pritchard Compliance Coordinator State Farm Insurance Columbus, Ohio

Brian Kennedy Divisional Manager Yokkaichi America Marysville, Ohio

Pat Schell Senior Human Resources Manager Limited Logistics Columbus, Ohio

Doug Owsley Yield Manager Pacer Global Logistics Dublin, Ohio

Laura Wendt Assistant Vice President/Quality and Supply Chain Management Frank Gates Service Company Columbus, Ohio

Business and Administrative Services Educator Panels

Lori Angel Teacher Olmsted Falls High School Olmsted Falls, Ohio

Sue Lake Teacher Mid-East Career and Tech Center Zanesville, Ohio

Janice Anderson Teacher Wayne County Schools Career Center Smithville, Ohio

Mary Lou Lisic Teacher Wayne County School Career Center Smithville, Ohio

Jeff Bauer Associate Professor University of Cincinnati Batavia, Ohio

Gail McGreevy Teacher Mid-East Career and Tech Center Zanesville, Ohio

Terri Campbell Assistant Professor Clark State Community College Springfield, Ohio

Leigh Michelsen Teacher Stebbins High School Dayton, Ohio

Tina Chapman Teacher Norton High School Norton, Ohio

Laurie Mischell Teacher Fairfield High School Fairfield, Ohio

Roger Fulk Professor Wright State University Dayton, Ohio

Samanda Pepperling Teacher Eastland Career Center Groveport, Ohio

Teresita Hartz College Tech Prep Director Choffin Career & Technical Center Youngstown, Ohio

Roberta Phillips Teacher Miami Valley Career-Tech Center Dayton, Ohio

Kelly Haws Teacher Miami Valley Career-Tech Center Dayton, Ohio

Peggy Smith Instructor Marion Technical College Marion, Ohio

Brad Hays Assistant Professor North Central State College Mansfield, Ohio

James Wood Program Co-chair--Business Management Technology Cincinnati State Community College Cincinnati, Ohio

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Wendi Howell Teacher Gahanna Lincoln High School Gahanna, Ohio

Christine Yokajty Teacher Centerville High School Centerville, Ohio

Ned Young Chairman and Professor of Entrepreneurship/ Management/Marketing/Supply Chain Management Sinclair Community College Dayton, Ohio

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Business and Administrative Services Alignment Panel

Karrie Brown English Teacher Pioneer Career and Technology Center Shelby, Ohio

Christine Knightstep Business Teacher Eastland Career Center Groveport, Ohio

Cheryl Carper Mathematics Teacher Mid East Career and Technology Centers Zanesville, Ohio

Vicki Kuhn Mathematics Teacher D. Russel Lee Career Center Hamilton, Ohio

Barb Carstens Science Teacher D. Russel Lee Career Center Hamilton, Ohio

Sue Lake Business Teacher Mid East Career and Technology Centers Zanesville, Ohio

Ed Elbin Mathematics Teacher Eastland Career Center Groveport, Ohio

Judi Lane Social Studies Teacher D. Russel Lee Career Center Hamilton, Ohio

Kelly Garber English Teacher Mid East Career and Technology Centers Zanesville, Ohio

Angel Lynskey Social Studies Teacher Central Crossing High School Grove City, Ohio

Brad Hays Business Professor North Central State College Mansfield, Ohio

Anne Mikesell Mathematics Consultant Ohio Resource Center Columbus, Ohio

Robyn Hilderbrand Social Studies Teacher Eastland Career Center Groveport, Ohio

Laurie Mischell Business Teacher Fairfield High School (Butler Tech) Fairfield, Ohio

Pam James English Teacher Pioneer Career and Technology Center Shelby, Ohio

Samanda Pepperling Business Teacher Eastland Career Center Groveport, Ohio

Jill Kirkpatrick English Teacher D. Russel Lee Career Center Hamilton, Ohio

Becky Von Ohlin Office Administrator Ulmer & Berne, LLP Columbus, Ohio

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Carolyn Waits Co-Program Chair/Management/Financial Services Cincinnati State Technical and Community College Cincinnati, Ohio

Cindy Wesney Human Resources Manager Baker and Hostetler, LLP Columbus, Ohio

Philosophy and Principles for Implementation

Ohio Career Field Initiative

The overarching framework for career-technical education in Ohio is outlined in the Ohio Revised Code and subsequent administrative rules that specify career-technical programming based on 16 career fields. To view the full text of the rule, go to www.ode.state.oh.us and keyword search: Ohio Career-Technical and Adult Education Administrative Rules. These fields provide the framework for an Ohio career field initiative that seeks to foster the educational shift needed to respond to the needs of a rapidly changing global environment. A career field is a “grouping of occupations and broad industries based on commonalities” (see www.careerclusters.org). Career fields are the basis for developing both broad and specialized technical content standards that serve as a framework for curriculum, instruction, assessment and program design, addressing the needs of an entire industry and business sector. Ohio’s 16 career fields align with national efforts to broaden career-technical education, integrate career-technical education with academic study and reflect the work force needs of today and tomorrow. For today’s students to be adequately prepared for tomorrow’s work force, they must have an education that:

• incorporates a broad, long-term conception of work in combination with the depth of specialization skills; Employees need a comprehensive understanding beyond a single occupational area. Occupationally-focused programming needs to be provided in a larger context, so students can generalize learning, make connections between education and work and adapt to changes in their careers. Workplace knowledge and skills are needed to prepare employees for collaborating and problem solving while contributing to the broader business process.

• emphasizes the acquisition of strong academic knowledge and skills; and Academic skills provide the foundation for career success. The integration of academic content standards with career field technical content standards helps to contextualize learning for students, making English language arts, mathematics and social studies relevant to students as a means to an important end—success at work and in life.

• facilitates high-school-to-postsecondary transitions. A lifetime of change means a lifetime of learning, including postsecondary education. Students need knowledge and skills for success in a variety of postsecondary options, including industry credentialing through adult education, two- and four-year college degree programs and graduate school.

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http://www.careerclusters.org/

Ohio Career Field Technical Content Standards

Career field technical content standards outline the knowledge and skills needed for success within a career field, multiple pathways and, in some cases, areas of specialization. Validated by Ohio business and industry representatives in conjunction with Ohio educators, these standards form the basis for developing educational programming in Ohio secondary and postsecondary schools. The standards also serve as the framework for developing strong career pathways that connect secondary, adult and postsecondary education systems with the workplace. While mirroring the diverse nature of each career field, all career field technical content standards documents will contain competencies that outline the knowledge and skills that span the career field as well as those that relate to specific career field pathways. Additionally, academic benchmarks from Ohio’s academic content standards for English language arts, mathematics and social studies are correlated with the career field technical content standards. The embedded benchmarks have been determined by business representatives and academic and technical educators from secondary and postsecondary institutions to be strongly related to specific knowledge and skills statements or competencies for the given career field. Key features of Ohio career field technical content standards include:

1. Broad, as well as specialized, technical competencies; 2. Embedded benchmarks for the English Language Arts, Mathematics and Social Studies

Academic Content Standards; and 3. Workplace readiness competencies (communications skills; safety and security; emotional

intelligence that incorporates leadership and teamwork; management; information technology applications; ethics and legal responsibility; and professional development and employability).

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Career Pathways

A key component of the Ohio Career Field Initiative is a career pathway, which is a series of academic and technical career-focused course work and other learning experiences leading to a career specialty and employment in a career field. Pathways facilitate a seamless transition from high school to postsecondary education (including adult education, two- and four-year colleges and graduate school) and from postsecondary education to the workplace. To effectively facilitate the transition from secondary to postsecondary education and a career, high school career pathways should encompass:

1. Challenging technical course work in a chosen career field, based on career field technical content standards;

2. Rigorous academics that meet Ohio’s academic content standards and grade-level expectations; 3. Electives that relate to career objectives; 4. Instructional enhancements, such as experiential and authentic learning opportunities (e.g., work-

based learning, mentorships, internships) and career-technical student organization participation; 5. Opportunities (when appropriate) for program and student certification; 6. Preparation for transition to further study that includes college readiness and opportunities to earn

college credit while in high school; 7. Preparation for transition to employment with advancement opportunities; and 8. Performance targets that include high school academic and technical testing/exit and

postsecondary entry/placement requirements

For additional information on the Career Field Initiative, including Ohio Career Field Technical Content Standards and Career Pathways, go to www.ode.state.oh.us and keyword search: Career Field Initiative.

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Structure and Format The Business and Administrative Services Career Field Technical Content Standards document is composed of a series of units, competencies and descriptors as follows:

• Units are a grouping of competencies sharing a common subject or theme; • Competencies are specific knowledge and skill statements that outline the knowledge and skills

needed for career success; and • Descriptors follow each competency and serve to define what is meant by the related

competency. Also included in the document are selected benchmarks from Ohio’s Academic Content Standards for English language arts, mathematics and social studies that correlate with specific technical competencies. This incorporation of academic content standards with career field technical content standards provides an opportunity for instructional integration of content, helping to contextualize learning for students and providing the basis for collaboration across disciplines. Competencies that are common across the career field and/or are critical for success in the Business and Administrative Services career field appear in the Administrative and Professional Support, Legal Management and Support, Medical Management and Support and Business Management Pathways and are identified in the matrix. These common competencies represent the sustaining characteristics of a career field and facilitate career readiness and long-term career success by:

• Providing the basis for effective collaboration, teamwork and communication across pathways; • Laying the groundwork for successful transfer of knowledge and skills across pathways, thereby

facilitating horizontal and vertical career success; and • Equipping students and workers with the skills needed to transition to new and emerging careers

throughout a working lifetime. In the Business and Administrative Services document, common competencies include those focusing on the following:

• Management; • Entrepreneurship; • Marketing; • Business law; • Risk management; • Communication skills; • Emotional intelligence; • Professional development; • Money and personal finance;

• Economics;• Accounting; • Financial management; • Technology; • Information management; • Knowledge management; • Project management; and • Human resources management.

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Pathway competencies are specific to one or several pathways within a larger career field. They differentiate the academic, technical and workplace knowledge and skills that are more specific than those that are relevant to the entire career field, yet they prepare students for multiple occupational specialties. Specialization competencies are specific to occupational areas within the larger career pathway and career field. The Business and Administrative Services Career Field Technical Content Standards are built around four career pathways and one specialization:

• Administrative and Professional Support; • Legal Management and Support; • Medical Management and Support; • Business Management; and • Postsecondary Human Resources Management—specialty of Business Management.

Common and pathway-specific competencies form the basis for developing secondary and postsecondary programs, facilitating transition from one educational level to the next and to the workplace. In the Business and Administrative Services Career Field Technical Content Standards, business and labor representatives have designated competencies as essential or recommended within specific pathways and occupational areas. Educators have designated when (by the end of the 10th grade, 12th grade and/or the end of the associate degree) and to what depth (introduced, reinforced, proficient) competencies should be addressed. Definitions used to make these designations appear on the following page, followed by a sample competency illustrating the layout of an actual competency.

Definitions and Codes

Determined by Business, Industry and Labor Panel (BIL) Essential (E) Competency: E = Competency is needed to ensure minimal level of employability. Entry-level employees (defined as graduates of an associate degree program) should be able to perform this competency for career success. Recommended (R) Competency: R = Competency should be included but is not essential for minimal level of employability or is related only to a subspecialty within a pathway.

Determined by Educator Panel (EDU)

Grade Level: 10 = by the end of Grade 10 12 = by the end of Grade 12 AD = by the end of the associate degree program

Depth: I = Introduce competency R = Reinforce or add depth after introducing a competency OR

after proficiency P = Proficient or achievement of the competency; ability to apply

knowledge of and/or perform the competency Determined by Academic Review Panel Correlated English Language Arts Academic Content Benchmarks

Benchmarks drawn from the Ohio English Language Arts Academic Content Standards that have been determined to be embedded in corresponding technical competency Correlated Mathematics Academic Content Benchmarks Benchmarks drawn from the Ohio Mathematics Academic Content Standards that have been determined to be embedded in the corresponding technical competency

Correlated Social Studies Academic Content Benchmarks Benchmarks drawn from the Ohio Social Studies Academic Content Standards that have been determined to be embedded in the corresponding technical competency

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Sample Competency

Unit 7: Communications Skills

Business, Industry and Labor Panel Competency is essential.

BIL: Essential Grade 10 Grade 12 Associate Degree

EDU:

10 12 AD I P R

Educator panel Competency 7.2: Apply active listening skills to demonstrate understanding of what is being

said. Unit number

Descriptors: 7.2.1 Explain communication techniques that support and encourage a speaker 7.2.2 Use paraphrasing strategies 7.2.3 Summarize another person’s key points 7.2.4 Probe to clarify speaker’s thinking 7.2.5 Use body language to show interest in what a speaker is saying 7.2.6 Follow oral directions 7.2.7 Demonstrate active listening skills

Competency number Descriptor number

Correlated English Language Arts Academic Content Benchmarks

• Use a variety of strategies to enhance listening comprehension. (Communication: Oral and Visual A, 8-10; Communication: Oral and Visual A, 11-12)

Benchmarks from the English Language Arts Academic Content Standards

Competency should be introduced by the end of 10th grade, proficient by the end of 12th grade and reinforced at the associate degree level.

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Business and Administrative Services Definitions

Administrative and Professional Support Careers in administrative and professional support facilitate business operations through a variety of administrative duties including information and communication management, data processing and collection and project tracking. Due to changes in technology, the skills required in administrative and professional support careers have increased such that individuals in these careers are mid-level managers. Sample occupations include:

▪ Administrative Assistant ▪ Customer Service Representative ▪ Executive Assistant ▪ Office Manager ▪ Project Coordinator Corporate Anaylist

Legal Management and Support Careers in legal management and support facilitate legal operations through a variety of management and administrative duties. Employees in this field are found in law firms, courts, court reporting firms, legal departments of corporate businesses, and government regulatory agencies. Sample occupations include:

▪ Compliance Analyst ▪ Court Administrator ▪ Legal Administrator ▪ Legal Office Manager ▪ Legal Secretary ▪ Paralegal ▪ Regulatory Analyst

Medical Management and Support Careers in medical management and support facilitate medical operations through a variety of management and administrative duties. Employees in this field are found in medical offices, hospitals, and insurance companies. Sample occupations include:

▪ Admission Specialist ▪ Benefits Coordinator ▪ Clinical Data Specialist ▪ Patient Information Coordinator ▪ Medical Billing Specialist ▪ Medical Records and Health Information Technician ▪ Medical Accounts Specialist ▪ Medical Compliance Officer ▪ Medical Office Manager ▪ Medical Unit Coordinator ▪ Claims Processor ▪ Medical Code Specialist (Insurance)

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Business Management Business Management includes careers in business-information management, corporate/general management and operations management. Employees in management plan, organize, direct and evaluate all or part of a business organization through the allocation and use of financial, human and material resources. It also serves as the first portion of a pathway to the Human Resources Management Specialty. Business managers bridge business processes/initiatives information technology, marketing, accounting, etc.by helping to align business goals. Examples of activities in which they engage include project management and business analysis. Operations managers plan, organize, coordinate and control the resources needed to produce/provide a business’s goods and/or services. Sample occupations include:

▪ Business Analysts ▪ Business Process Managers ▪ Chief Operations Officer ▪ Director ▪ District Manager ▪ Entrepreneur ▪ Master Scheduler ▪ Procurement Analyst

▪ Project Managers ▪ Purchasing Manager ▪ Quality Manager ▪ Regional Manager ▪ Relationship Managers ▪ Small Business Manager ▪ Store Manager ▪ Supervisor ▪ Supply Chain Manager

Human Resources Management Careers in human resources management focus on a business’s staffing activities that involve planning, recruitment, selection, orientation, training, performance appraisal, compensation and safety of employees. Sample occupations include:

▪ Benefits Administrator ▪ Compensation Analyst ▪ Human Resources Generalist ▪ Human Resources Manager

▪ Labor Relations Manager ▪ Recruiter ▪ Training Manager

Business and Administrative Services Units

Page Unit# Unit

ADMINISTRATIVE AND PROFESSIONAL SUPPORT PATHWAY

2 1 Management

7 2 Entrepreneurship

12 3 Marketing

14 4 Customer Relationship Management

19 5 Business Law

24 6 Risk Management

29 7 Communication Skills

37 8 Emotional Intelligence

45 9 Professional Development

47 10 Money and Personal Finance

51 11 Economics

58 12 Accounting

64 13 Financial Management

66 14 Technology

77 15 Information Management

80 16 Knowledge Management

82 17 Operations Management

88 18 Project Management

97 19 Human Resources Management

LEGAL MANAGEMENT AND SUPPORT PATHWAY

103 20 Management


113 22 Marketing


121 24 Business Law


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Page Unit# Unit





160 30 Economics

166 31 Accounting


176 33 Technology






207 39 Legal System

MEDICAL MANAGEMENT AND SUPPORT PATHWAY

211 40 Management


226 42 Marketing


235 44 Business Law






269 50 Economics

276 51 Accounting


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Page Unit# Unit

288 53 Technology






BUSINESS MANAGEMENT PATHWAY

321 59 Management


334 61 Business Analysis

339 62 Marketing


347 64 Business Law






381 70 Economics

388 71 Accounting


396 73 Technology






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Page Unit# Unit

POSTSECONDARY HUMAN RESOURCES MANAGEMENT SPECIALTY

462 79 Management


472 81 Marketing


476 83 Business Law






509 89 Economics

516 90 Accounting


524 92 Technology






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2008 Business and Administrative Services Competency Chart

Administrative and Professional Support Pathway

Legal Management and Support Pathway

Medical Management and Support Pathway

Business Management Pathway

Postsecondary Human Resources Management Specialty

Unit and Competency BIL Comp #

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Management Describe business management.

E 1.1 P R E 20.1 I P E 40.1 I P E 59.1 P R E 79.1 R

Discuss the integration of management functions into an organization.

E 1.2 I P R 20.2 I R E 40.2 I P E 59.2 I P E 79.2 P

Develop a business plan.

E 9.3 I P 5

Develop a business plan for the medical practice.

E 40.3 I P

Demonstrate management skills and responsibilities.

E 1.3 P R E 20.3 I P E 40.4 P R E 59.4 P R E 79.3 R

Develop change management programs.

R 1.4 I P R 20.4 I E 59.5 I P E 79.4 P

Establish benchmarks R 1.5 I P E 20.6 I P E 40.7 I P E 59.8 I P E 79.5 P Participate in strategic planning and policymaking.

R 1.6 I P E 20.5 I P E 40.5 P E 59.6 I P E 79.6 P

Develop a strategic plan.

E 9.7 I P 5

Develop a strategic plan for a medical office.

E 40.6 I P

Evaluate results of business goals and objectives.

R 1.7 I P E 20.7 I P E 40.8 I P E 59.9 I P E 79.7 P

Analyze cost/profit relationships to guide business decision making.

R 1.8 I P E 20.8 I P E 40.9 I P R E 59.10 P E 79.8 P

Assess the effectiveness of strategic plans.

E 40.10 P E 59.11 P

Assess the effectiveness of the business plan.

E 40.11 P E 59.12 P

Develop business partnerships.

E 1.9 I P E 40.12 P R 59.13 P

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Conduct strategic stakeholder management.

R 40.13 I

Maintain the medical practice’s governing system.

E 40.14 I P

Assess the medical practice’s governing system.

R 40.15 I

Entrepreneurship Employ entrepreneurial discovery strategies to generate feasible ideas for business ventures.

R 2.1 P R R 21.1 I R R R 41.1 I E 60.1 P R E 80.1 R

Develop a concept for a new business venture to evaluate its success potential.

R 2.2 I P R 21.2 I R R R 41.2 I E 60.2 R P E 80.2 P

Determine needed resources for a new business venture to contribute to its startup viability.

R 2.3 I R R 21.3 I R R R 41.3 I E 60.3 I P E 80.3 P

Investigate launch strategies.

R 2.4 I R R 21.4 I R R R 41.4 I E 60.4 I P E 80.4 P

Select harvesting strategies to identify the entrepreneur’s role in the business venture.

R 2.5 I R R 21.5 I R R R 41.5 I E 60.5 I P E 80.5 P

Business Analysis Discuss the core concept of business analysis.

E 1.1 I P 6

Describe business process management.

E 1.2 I P 6

Employ processes to create enterprise architecture.

E 1.3 P 6

Employ processes to perform requirements gathering.

E 1.4 P 6

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Employ processes to perform requirements analysis and documentation.

E 1.5 P 6

Employ processes to perform requirements communication.

E 1.6 P 6

Employ processes to perform solutions implementation.

E 1.7 P 6

Marketing Describe marketing’s role and function in business.

E 3.1 I P R E 22.1 I P E 42.1 I R P E 62.1 P R E 81.1 R

Acquire foundational knowledge of customer/client/ business behavior.

E 3.2 I P R E 22.2 I P E 42.2 I P E 62.2 P R E 81.2 R

Explain company’s unique selling proposition.

E 3.3 P R E 22.3 I P E 42.3 I P E 62.3 P R E 81.3 R

Reinforce the company’s identity.

E 42.4 I P

Design a medical practice’s marketing plan.

E 42.5 I P

Reinforce the company’s image to exhibit the company’s brand promise.

E 3.4 I P E 22.4 I P E 62.4 I P E 81.4 P

Design a marketing plan

E 2.5 I P 6

Develop a strategic plan for marketing (e.g., one-, three- and five-year).

E 42.6 I P E 62.6 I P

Design a legal practice’s marketing plan.

E 22.5 I P

Promote the legal practice.

E 22.6 I P

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Develop promotional materials for the medical practice.

E 42.7 I P

Implement the legal practice’s public relations plan.

E 22.7 I P R

Implement the medical practice’s public relations plan.

E 42.8 I P R

Assess the marketing plan’s effectiveness.

E 22.8 P E 42.9 P E 62.7 P

Customer Relationship Management

Explain basic customer relationship management (CRM) concepts.

R 4.1 I R E 23.1 I P E 43.1 I R P E 63.1 R P

Foster positive customer relations to enhance company image.

E 4.2 I P R E 23.2 I P R E 43.2 I R P E 63.2 P R E 82.1 R

Respond appropriately to customers.


Resolve conflicts with and for customers to encourage repeat business.

E 4.4 I P R E 23.4 I P R E 43.4 I P E 63.4 P R E 82.3 R

Deliver quality customer service.

R 4.5 I R E 23.5 I P E 43.5 I R P E 63.5 R P

Explain management’s role in customer relations.

E 4.6 I P E 23.6 I P E 43.6 I P E 63.6 I P E 82.4 P

Assess customer satisfaction with the medical practice.

E 43.7 I P

Describe the concept of order cycle time.

R 4.7 I R E 63.7 I P

Explain the role of technology in order processing, tracking and customer research.

R 4.8 I R E 63.8 I P

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Process orders and returns.

R 4.9 I P E 63.9 P R

Business Law Examine the foundation of United States’ law.

E 5.1 I P R E 24.1 I P R E 44.1 I P R E 64.1 P R E 83.1 R

Explore laws in a global marketplace.

R 5.2 P R R 24.2 I R R 44.2 I E 64.2 P R R 83.2 R

Adhere to laws and government regulations pertaining to the health care industry.

E 44.3 I P R

Adhere to medical office compliance rules and regulations.

E 44.4 I P

Describe how businesses use the litigation process.

R 5.3 P R E 24.3 P R E 44.5 P E 64.3 P R R 83.3 R

Describe the functions of contracts.

E 5.4 P R E 24.4 I P R E 44.6 I R P E 64.4 P R E 83.4 R

Negotiate third-party contracts.

E 44.7 I P

Explain the concept of torts.

E 5.5 I P E 24.5 I P R 44.8 I P E 64.5 I P E 83.5 P

Describe sales and lease agreements.

E 5.6 I P E 24.6 I P R E 44.9 P E 64.6 I P E 83.6 P

Explore the regulatory environment of U.S. businesses.

R 5.7 I R E 24.7 I P E 44.10 I R P E 64.7 I P E 83.7 P

Describe consumers’ rights and responsibilities.

E 5.8 I P R 24.8 I P E 44.11 I P E 64.8 I P E 83.8 P

Confer with patients about their rights and responsibilities.

E 44.12 P R

Describe tax laws. E 24.9 I P Explain the impact of tax laws and regulations on businesses.

E 5.9 I P E 24.10 I P R 44.13 I E 64.9 I P E 83.9 P

Describe employment law.

E 24.11 I P

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Describe environmental law.

E 24.12 I P

Describe real estate law. E 24.13 I P Discuss property and the available means to protect it.

E 5.10 P R 44.14 I E 64.10 P E 83.10 P

Risk Management Explain types of risk. E 6.1 I P E 25.1 I P R E 45.1 I R P E 65.1 I P E 84.1 P Discuss risk management.

E 25.2 I P E 45.2 I P E 65.2 I P

Abide by risk management policies and procedures for technology.


Recommend a security plan for a business.

E 65.4 I P E 84.3 P

Recommend an incident response plan for a business.

E 65.5 I P E 84.4 P

Recommend a business recovery plan.

E 65.6 I P E 84.5 P

Determine potential business threats and opportunities to protect and foster a business’ financial well-being.

R 6.3 I P R E 25.4 I P E 45.4 I P E 65.7 P R R 84.6 R

Develop risk management policies.

R 6.4 P E 25.5 I P E 45.5 I P E 65.8 P R 84.7 P

Manage a medical practice’s risks.

E 45.6 I P

Transfer business risk. R 6.5 P E 25.6 I P E 45.7 I P E 65.9 P R 84.8 P Assess risk management methods.

E 65.10 P

Implement security policies and procedures.

E 6.6 I P R E 25.7 P R E 45.8 I P E 65.11 P R E 84.9 R

Manage network security.

E 45.9 I P

Adhere to health and safety regulations.

E 6.7 P R E 25.8 I P E 45.10 I P E 65.12 P R E 84.10 R

Implement safety procedures .

E 6.8 I P R E 25.9 I P R E 45.11 I P R E 65.13 P R E 84.11 E

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Determine needed policies and procedures to protect employee and customer safety.

R 6.9 I R E 25.10 I P E 65.14 I P E 84.12 P

Protect workers from ergonomic injuries in the office setting.

E 45.12 I P R

Respond to medical emergencies.

E 45.13 I P R

Communications Skills

Explain effective communications.


Apply active listening skills.


Apply appropriate verbal skills in business situations.


Interview a client. E 26.4 I P

Perform reception duties in a medical office.

E 46.4 I P R

Perform reception duties.

E 26.5 P R

Make oral presentations.

E 7.4 I P R E 26.6 I P R R 46.5 I P R E 66.4 P R E 85.4 R

Utilize effective written communication.


Use proper grammar and vocabulary.

E 7.6 P R R E 26.8 I P R 46.7 P R R E 66.6 P R E 85.6 R

Compose legal documents.

E 26.9 I P

Prepare legal documents.

E 26.10 P R

Communicate using telecommunications tools.


Manage telephone communications.

E 26.12 I P R

Perform telephone triage.

E 46.9 P R

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Manage the medical office’s phone system.

E 46.10 I P

Read to acquire meaning from written material.

E 7.8 I P R E 26.13 I P R E 46.11 P R R E 66.8 P R E 85.8 R

Follow company guidelines when communicating in the business environment.


Communicate effectively to provide information to staff.

E 7.10 I P R E 26.15 I P E 46.13 I P R E 66.10 P R E 85.10 R

Use communication skills to influence others.


Emotional Intelligence Explain the concept of emotional intelligence.

E 8.1 P R R E 27.1 I P R E 47.1 P R R E 67.1 I P R E 86.1 R

Explain the role of personality traits in the workplace.

E 8.2 P R R E 27.2 I P R R 47.2 I R R E 67.2 P R

Exhibit appropriate personality traits in the workplace.

E 6.2 R 8

Manage emotional reactions to people and situations.

E 8.3 P R R E 27.3 I P R E 47.3 I P R E 67.3 P R E 86.3 R

Identify with others’ feelings, needs and concerns.


Implement teamwork techniques to accomplish goals.

E 8.5 I P R E 27.5 I R P E 47.5 I P R E 67.5 P R E 86.5 R

Manage internal and external business relationships.


Describe work ethic standards.

E 8.7 P R R E 27.7 I P R E 47.7 P R R E 67.7 P R E 86.7 R

Apply appropriate work ethic.


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Demonstrate ethical behavior as a legal professional.

E 27.9 I P R

Recognize personal biases and stereotypes.

E 8.9 P R E 27.10 I P R E 47.9 P R R E 67.9 P R E 86.9 R

Apply time management principles.


Function as a self-managed employee.


Apply decision making techniques.


Apply problem solving techniques.


Use critical thinking skills to approach legal issues, problems or situations.

E 27.15 I P

Apply conflict resolution skills.


Manage stressful situations.


Achieve organizational goals.

E 8.16 I P E 27.18 I P E 47.16 P R R E 67.16 I P E 86.16 P

Explain the role of leadership in the workplace.

E 8.17 I P R 27.19 I R E 47.17 P R R E 67.17 I P E 86.17 P

Provide leadership for organizational change of the medical practice.

E 47.18 I P R

Describe cultural knowledge needed for global business relations.

R 8.18 I R R 27.20 I R R 67.18 I R E 86.18 R

Describe cultural knowledge needed for business relations.

E 47.19 P R R

Professional Development

Acquire self-development skills.


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Participate in career planning.


Explore career pathways in legal management and support.

E 28.3 I P R

Explore career pathways in medical management and support.

E 48.3 I P R

Explain professional obligations of legal management and support staff.

E 28.4 I P R

Explain the organization and operation of law offices.

E 28.5 I P R

Explore professional development opportunities.

E 9.3 I P R E 28.6 P R E 48.4 I P R E 68.3 P R E 87.3 R

Explore career advancement activities.


Money and Personal Finance

Describe the fundamental principles of money needed to make financial exchanges.


Analyze personal financial needs and goals .


Manage personal finances .

E 10.3 I P R E 29.3 I R P E 49.3 I P R E 69.3 P R E 88.3 R

Explain the use of financial services providers.

E 10.4 I P R R 29.4 I R E 69.4 P R E 88.4 R

Identify investment strategies to ensure personal financial well-being.

E 10.5 I P R 29.5 I R R 49.4 I R E 69.5 I P E 88.5 P

Economics

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Explain fundamental economic concepts.

E 11.1 I P R E 30.1 P R R 50.1 P R E 70.1 P R E 89.1 R

Discuss the interactions of supply, demand and price.

E 11.2 I P E 30.2 P R 50.2 P R E 70.2 I P E 89.2 P

Describe business’ contribution to society.

E 11.3 I P R E 30.3 I P R R 50.3 I P R E 70.3 P R E 89.3 R

Describe the legal structures under which businesses are organized.

R 11.4 I P E 30.4 I P R R 50.4 I P R E 70.4 I P E 89.4 P

Differentiate among economic systems.

E 11.5 I P E 30.5 I P R 50.5 P R E 70.5 I P E 89.5 P

Discuss the impact of government on business activities.

E 11.6 I P E 30.6 I P R 50.6 I R E 70.6 I P E 89.6 P

Explain economic indicators used to measure economic trends and conditions.

R 11.7 I E 30.7 I P R 50.7 I R E 70.7 I P E 89.7 P

Assess global trade’s impact on business decision making.

E 11.8 I R 30.8 I P R 50.8 I E 70.8 I E 89.8 I

Discuss the impact of globalization.

E 11.9 I P E 30.9 I P R 50.9 I P R E 70.9 I P E 89.9 P

Accounting Acquire foundational knowledge of accounting’s role in a company.


Discuss Generally Accepted Accounting Principles (GAAP).

R 12.2 I E 31.2 I P E 51.2 I P R E 71.2 I P R 90.2 I

Describe accounting tools used to track money flow and to determine financial status.

E 12.3 I P R E 31.3 P R E 51.3 I P R E 71.3 P R E 90.3 R

Apply the accounting equation.

R 12.4 I P E 31.4 I P E 51.4 I R P R 71.4 I P R 90.4 P

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Analyze transactions and their effect on assets, liabilities and owner’s equity.

R 12.5 I P E 31.5 I P E 51.5 I P R 71.5 I P R 90.5 P

Analyze transactions impacting revenue, expenses and withdrawals.

R 12.6 I P E 31.6 I P E 51.6 I P R 71.6 I P R 90.6 P

Discuss types of accounting methods.

R 12.7 I P E 31.7 I P E 51.7 P R 71.7 I P R 90.7 P

Perform specialized accounting functions.

R 12.8 I P E 31.8 I P E 51.8 P E 71.8 I P R 90.8 P

Discuss health care insurance concepts.

E 51.9 P R

File insurance forms. E 51.10 I P Process denied insurance claims.

E 51.11 I P

Process accepted insurance claims.

E 51.12 P R

Maintain cash controls R 12.9 I P E 31.9 I P R E 51.13 I P R E 71.9 I P R 90.9 P Financial Management

Acquire foundational knowledge of finance to recognize its contribution to a business.


Manage office budgets E 32.2 P Discuss financial concepts as they relate to the medical field.

E 52.2 P R

Analyze fee schedules. E 52.3 P R Develop financial skills to obtain business credit and to control its use.

R 13.2 I E 32.3 I P E 52.4 P E 72.2 I P R 91.2 I

Maintain accounting and financial control systems for a legal office.

E 32.4 I P E 52.5 I P

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Describe the scope of financial information needed to accurately report and analyze a business’ financial position.

R 13.3 P E 32.5 I P R 52.6 I R E 72.3 I P E 91.3 P

Technology Assess the impact of technology on business activities.


Utilize office equipment to accomplish job assignments.

E 14.2 I P R E 33.2 I P R E 53.2 I P R

Utilize computer operating systems.


Manage a computer system.

E 33.4 P R

Manage the medical office’s computer system.

E 53.4 I P

Use the Internet to access available resources.

E 14.4 P R R E 33.5 P R R E 53.5 P R R E 73.3 P R E 92.3 R

Perform basic Web search skills.


Demonstrate basic e-mail functions.


Demonstrate personal information management and productivity applications.

E 14.7 P R R E 33.8 I P R R 53.8 I R R E 73.6 P R E 92.6 R

Demonstrate basic word processing skills.

E 14.8 P R R E 33.9 P R R R 53.9 P R R E 73.7 P R E 92.7 R

Use advanced word processing features.

E 14.9 I P R E 33.10 I P R R 53.10 I P R R 73.8 I R R 92.8 R

Use presentation software.

E 14.10 P R R E 33.11 P R R R 53.11 P R R E 73.9 P R E 92.9 R

Create basic databases. E 14.11 I P R E 33.12 I P R E 73.10 P R E 92.10 R Utilize basic databases. E 53.12 I P R

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AD

Create basic spreadsheets.

E 14.12 P R R E 33.13 P R R E 73.11 P R E 92.11 R

Utilize basic spreadsheet software.

R 53.13 I P R

Use advanced spreadsheet functions to communicate information.

E 14.13 I P R E 33.14 I P R R 53.14 I R E 73.12 P R E 92.12 R

Use advanced spreadsheet functions to analyze financial and business data.

E 14.14 I P R 33.15 I R E 73.13 I P

Apply the most appropriate application’s (word processing, spreadsheet, database, presentation, collaborative groupware, Web) to record, analyze and present information.

E 14.15 I P R E 33.16 P R R R 53.15 P R R E 73.14 P R E 92.l3 R

Integrate business software applications.

E 14.16 I P R E 33.17 I P R R 53.16 I P E 73.15 P R E 92.14 R

Use EMR (Electronic Medical Record) software.

E 53.17 I P

Demonstrate collaborative/groupware applications.

E 14.17 I P R 33.18 I R R 53.18 I R E 73.16 I P E 92.15 P

Create and post a basic Web page.

E 14.18 I P R 33.19 I R E 73.17 I P E 92.16 P

Identify hardware and software system requirements that match business needs.

E 14.19 I P E 33.20 P R 53.19 I R E 73.18 I P E 92.17 P

Select information systems needed for the medical practice.

E 53.20 P

Manage a database for an information system.

E 33.21 P E 53.21 P

li







10 12 AD BIL Comp #

10 12 AD BIL Comp #

10 12 AD BIL Comp #

10 12 AD BIL Comp #

AD

Develop the skills and knowledge needed to obtain technical support services.

E 14.20 I P R E 33.22 I P R 53.22 I R E 73.19 P R E 92.18 R

Exhibit legal and ethical behaviors when using technologies.

E 14.21 I P R E 33.23 P R R E 53.23 P R R E 73.20 P R E 92.19 R

Information Management

Apply information literacy skills to the workplace.


Conduct legal research. E 34.2 I P Acquire a foundational knowledge of information management to recognize its contribution to a business.

E 15.2 P R R E 34.3 I P R E 54.2 I P E 74.2 P R E 93.2 R

Maintain business records.

E 15.3 P R E 34.4 I P R E 54.3 I P R E 74.3 P R E 93.3 R

Maintain client records. E 34.5 P R Create and process medical records.

E 54.4 P R

Manage records. E 15.4 P R E 34.6 I P R E 54.5 I P R E 74.4 I P E 93.4 P Manage scheduling. E 34.7 P R Maintain the docket system.

E 34.8 P R

Locate witnesses. E 34.9 I P Assist in preparing for litigation.

E 34.10 I P

Manage a filing system for insurance records.

E 54.6 I P

Manage scheduling and registration system.

E 54.7 P R

Complete the credentialing process.

E 54.8 I P

lii







10 12 AD BIL Comp #

10 12 AD BIL Comp #

10 12 AD BIL Comp #

10 12 AD BIL Comp #

AD

Acquire information to guide business decision-making.

R 15.5 I E 34.11 I P R 54.9 I R E 74.5 I P E 93.5 P

Explain data mining. E 54.10 I P E 74.6 P Apply ethical behaviors to data mining.

E 54.11 I P E 74.7 P

Use basic data mining techniques to make management decisions.

E 54.12 I P E 74.8 P

Knowledge Management

Explore knowledge management.

E 16.1 I P E 35.1 I P E 55.1 I P E 75.1 I P E 94.1 P

Discuss organizational culture and the role of knowledge management.

R 16.2 I E 35.2 I P R E 55.2 I P E 75.2 P E 94.2 P

Determine factors that affect knowledge management implementation.

E 16.3 I R R 35.3 I R E 55.3 I P R 75.3 I R 94.3 I

Capture and transfer strategic knowledge.

R 16.4 I E 35.4 I P E 55.4 P E 75.4 P E 94.4 P

Operations Management

Explain production’s role and function in business.

E 17.1 P R E 36.1 I P R R 56.1 I E 76.1 P R E 95.1 R

Plan production. E 76.2 I P Integrate product development into the operational process.

R 6.3 I 7

Apply operations management principles and procedures.

R 6.4 I 7

Analyze job costing. E 76.5 P Perform shipping and mailing functions.

E 17.2 P E 36.2 P E 56.2 P

liii







10 12 AD BIL Comp #

10 12 AD BIL Comp #

10 12 AD BIL Comp #

10 12 AD BIL Comp #

AD

Implement expense control strategies.

R 17.3 I E 36.3 I P E 56.3 I P R E 76.6 I P R 95.2 I

Maintain property and equipment.

E 17.4 I P E 36.4 I P E 56.4 I P R E 76.7 I P E 95.3 P

Open and close the legal office.

E 36.5 I P R

Open and close the medical office (e.g., front reception, business records).

E 56.5 I P R

Facilitate business operations.

E 56.6 P

Describe vendor/supplier relationships.

E 17.5 I P E 36.6 P R E 56.7 I P E 76.8 P R E 95.4 R

Conduct a vendor/supplier search.

E 17.6 I P E 36.7 P R R 56.8 I P E 76.9 I P E 95.5 P

Negotiate contracts with vendors/suppliers.

E 76.10 P

Select vendors/suppliers of materials or services.

E 76.11 P

Evaluate vendors/suppliers.

E 76.12 P

Explain the concept of supply chain management (SCM).

E 76.13 I P

Evaluate supply chain management.

R 76.14 I

Explain company purchasing policies.

E 76.15 P

Explain the buying process.

E 76.16 P R

Develop a procurement/ acquisition plan.

E 76.17 P

Analyze organizational requirements for purchase requisitions.

E 17.7 I P E 76.18 I P

Explain competitive bids, quotations and proposals.

E 76.19 P

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10 12 AD BIL Comp #

10 12 AD BIL Comp #

10 12 AD BIL Comp #

10 12 AD BIL Comp #

AD

Describe appropriate methods of procurement.

E 76.20 P

Perform a cost/benefit analysis of planned acquisitions.

E 76.21 P

Purchase business supplies, equipment and services.

E 17.8 I P E 36.8 I P R 56.9 I R E 76.22 I P E 95.6 P

Develop purchasing procedures.

E 36.9 I P

Develop a system for materials procurement.

E 56.10 I P

Describe the crucial components of a quality culture.

E 17.9 I P E 36.10 P R E 56.11 I P E 76.23 I P E 95.7 P

Manage quality achievement.

E 17.10 P E 36.11 P E 56.12 I P E 76.24 P E 95.8 P

Explain quality assurance.

E 76.25 I P

Select and employ quality tools.

E 76.26 P

Implement quality control processes.

R 17.11 I E 36.12 P R E 56.13 I P E 76.27 P R 95.9 I

Produce a quality product and/or service that is consistent with a company’s goals and objectives.

E 76.28 I P

Facilitate the physician’s understanding of good business medical practices.

E 56.14 I P

Maintain quality assurances in the medical office.

E 56.15 I P

Project Management Describe project management.

E 18.1 I P E 37.1 P R E 57.1 P E 77.1 I P E 96.1 P

lv







10 12 AD BIL Comp #

10 12 AD BIL Comp #

10 12 AD BIL Comp #

10 12 AD BIL Comp #

AD

Employ standard project management processes.

E 37.2 I P R 57.2 I

Describe a project life cycle.

E 18.2 I P E 77.2 I P E 96.2 P

Explain standard project management processes.

E 18.3 I P E 77.3 I P

Employ processes to initiate a project.

R 18.4 I R E 77.4 I P

Employ processes to plan a project.

R 18.5 I R E 77.5 I P

Employ processes to execute a project.

R 18.6 I R E 77.6 I P

Employ processes to monitor and control a project.

R 18.7 I R E 77.7 I P

Employ processes to manage a project’s costs.

R 18.8 I R E 77.8 I P

Employ processes to manage a project’s quality.

R 18.9 I R E 77.9 I P

Distribute project information.

R 18.10 I R E 77.10 I P

Control project risk. R 18.11 I R E 77.11 I P Perform project procurement management.

R 18.12 I R E 77.12 I P

Employ processes to close a project.

R 18.13 I R E 77.13 I P

Human Resources Management

Describe human resources management’s functions and importance to an organization.

E 19.1 I P E 38.1 I P E 58.1 I P E 78.1 I P E 97.1 P

Implement organizational skills to facilitate the work efforts of others.

R 19.2 I R E 38.2 I P E 58.2 I P E 78.2 P R E 97.2 R

lvi







10 12 AD BIL Comp #

10 12 AD BIL Comp #

10 12 AD BIL Comp #

10 12 AD BIL Comp #

AD

Coordinate efforts of cross-functional teams to achieve project and company goals.

R 19.3 I P E 38.3 I P E 58.3 I P E 78.3 I P E 97.3 P

Analyze staffing issues that impact hiring decisions.

E 78.4 I P E 97.4 P

Determine hiring needs. E 78.5 I P E 97.5 P Hire new employees. E 38.4 P E 58.4 P Perform employee retention activities.

E 38.5 P E 58.5 I P

Conduct employee-exiting functions.

E 38.6 P E 58.6 P

Investigate compliance with employment laws.

E 38.7 P

Recruit new and existing employees.

E 78.6 I P E 97.6 P

Screen job applications and Résumés.

R 19.4 I P E 78.7 I P E 97.7 P

Interview job applicants.

E 78.8 I P E 97.8 P

Select new and existing employees for job openings.

E 78.9 P E 97.9 P

Make a job offer. E 78.10 I P E 97.10 P Perform post-offer employment activities.

E 78.11 P E 97.11 P

Orient new employees E 78.12 P E 97.12 P Train new employees. E 78.13 P E 97.13 P Identify and administer human resources development.

E 78.14 P E 97.14 P

Coach employees. R 19.5 I P E 78.15 I P E 97.15 P Recognize and reward employees.

R 19.6 I P E 78.16 I P E 97.16 P

Supervise staff. R 19.7 I P E 78.17 I P E 97.17 P Ensure equitable opportunities for employees.

R 19.8 I P E 78.18 I P E 97.18 P

Assess employee performance.

R 19.9 I P E 78.19 I P E 97.19 P

lvii







10 12 AD BIL Comp #

10 12 AD BIL Comp #

10 12 AD BIL Comp #

10 12 AD BIL Comp #

AD

Discipline employees. R 19.10 I P E 78.20 I P E 97.20 P Implement dispute resolution policies and procedures.

R 78.21 I P R 97.21 P

Determine and follow procedures prior to dismissing or firing employees.

E 78.22 I P E 97.22 P

Determine the strategic importance of the employee exit.

E 78.23 I P E 97.23 P

Adhere to employment-at-will regulations.

E 7824 I P E 97.24 P

Release staff due to layoffs.

E 78.25 I P E 97.25 P

Terminate staff for cause.

E 78.26 I P E 97.26 P

Conduct employee exit activities.

E 78.27 I P E 97.27 P

Explain the roles of labor and management.

E 78.28 I P E 97.28 P

Discuss employee and labor relations issues.

E 78.29 I P E 97.29 P

Evaluate strategies for building cooperative employer-employee relationships.

E 78.30 I P E 97.30 P

Coordinate compensation and benefit systems with management goals.

E 78.31 I P E 97.31 P

Calculate wages and benefits.

E 78.32 I P E 97.32 P

Analyze compensation functions.

R 78.33 I R E 97.33 P

Analyze benefits function.

R 78.34 I R E 97.34 P

Implement organizational development strategies.

E 78.35 P E 97.35 P

lviii







10 12 AD BIL Comp #

10 12 AD BIL Comp #

10 12 AD BIL Comp #

10 12 AD BIL Comp #

AD

Apply organizational strategic planning and policy-making processes.

E 78.36 P E 97.36 P

Evaluate employee health and safety programs.

E 78.37 P E 97.37 P

Identify employee fitness and wellness programs.

R 78.38 I P R 97.38 P

Maintain human resources records.

E 97.39 P

Research human resources information system models.

E 97.40 P

Describe Human Resource Information System (HRIS).

R 97.41 P

Legal system Explain legal rights and responsibilities.

E 39.1 P R

Describe the court system.

E 39.2 I P R

Describe trust, estate and probate laws.

E 39.3 I P

Describe family and domestic relations law.

E 39.4 I P

Describe immigration law.

E 39.5 I P

Administrative and Professional Support

Pathway


1


Unit 1: Management

BIL: Essential

EDU: 10 12 AD I P R

Competency 1.1: Describe business management. Descriptors: 1.1.1 Explain the purpose of management in business organizations (e.g., leader,

manager, organizer, spokesperson, problem solver). 1.1.2 Describe functions of management (e.g., planning, leading, organizing,

delegating, controlling). 1.1.3 Identify management levels and their roles in the organization. 1.1.4 Discuss management theories. 1.1.5 Compare and contrast management styles. Correlated English Language Arts Academic Content Benchmarks

• Use multiple resources to enhance comprehension of vocabulary. (Acquisition of Vocabulary F, 8-10; Acquisition of Vocabulary E, 11-12)

BIL: Essential

EDU: 10 12 AD I P

Competency 1.2: Discuss the integration of management functions into an organization. Descriptors: 1.2.1 Discuss the importance of vision, mission and goal setting within the context of

the business environment. 1.2.2 Describe the role of the strategic planning process within an organization. 1.2.3 Explain how management uses resources in the organizing process to accomplish

goals. 1.2.4 Discuss management skills necessary for leading and directing at various

management levels. 1.2.5 Discuss the importance of the evaluating and controlling function in the business

environment. 1.2.6 Describe the impact that employment and social laws may have on leading and

managing business.


2

BIL: Essential

EDU: 10 12 AD P R

Competency 1.3: Demonstrate management skills and responsibilities. Descriptors: 1.3.1 Apply management functions that are needed to complete a given task. 1.3.2 Develop effective business goals (e.g., specific, measurable, achievable, realistic,

time bound). Correlated English Language Arts Academic Content Benchmarks

• Produce functional documents that report, organize and convey information and ideas accurately, foresee readers’ problems or misunderstandings and that include formatting techniques that are user friendly. (Writing Applications C, 11-12)

BIL: Recommended

EDU: 10 12 AD I P

Competency 1.4: Develop change management programs. Descriptors: 1.4.1 Describe factors and elements of change management programs and activities. 1.4.2 Describe problems in change management program execution. 1.4.3 Develop key performance indicators and measurements to use with change

management programs. Correlated English Language Arts Academic Content Benchmarks


Correlated Mathematics Academic Content Benchmarks

• Construct convincing arguments based on analysis of data and interpretation of graphs. (Data Analysis and Probability F, 8-10)

• Connect statistical techniques to applications in workplace and consumer situations. (Data Analysis and Probability D, 11-12)

• Formulate a problem or mathematical model in response to a specific need or situation, determine information required to solve the problem, choose method for obtaining this information, and set limits for acceptable solution. (Mathematical Processes A, 8-10)


3

BIL: Recommended

EDU: 10 12 AD I P

Competency 1.5: Establish benchmarks Descriptors: 1.5.1 Discuss performance measurements that can be used in benchmarking. 1.5.2 Collect information from key business and industry sources about their practices

and developments. 1.5.3 Interpret information about industry practices and developments. 1.5.4 Establish relationships and alliances with key individuals and groups to share best

practices. 1.5.5 Set benchmarks. Correlated English Language Arts Academic Content Benchmarks

• Compile, organize and evaluate information, take notes and summarize findings. (Research B, 11-12)

• Evaluate the usefulness and credibility of data and sources and synthesize information from multiple sources. (Research C, 11-12)

BIL: Recommended

EDU: 10 12 AD I P

Competency 1.6: Participate in strategic planning and policymaking. Descriptors: 1.6.1 Collect information and feedback to help assess the organization’s strategic

planning and policymaking processes. 1.6.2 Interpret information about an organization’s operations from internal sources to

participate in strategic planning and policymaking. 1.6.3 Interpret information related to the general business environment, industry

practices and developments, and technological developments from external sources in order to participate in strategic planning and policymaking (e.g., publications, government documents, media and trade organizations).


• Demonstrate comprehension of print and electronic text by responding to questions (e.g., literal, inferential, evaluative and synthesizing). (Reading Process B, 8-10; Reading Process B, 11-12)



4


• Locate and interpret mathematical information accurately, and communicate ideas, processes and solutions in a complete and easily understood manner. (Mathematical Processes H, 8-10)

Correlated Social Studies Academic Content Benchmarks

• Critique data and information to determine the adequacy of support for conclusions. (Social Studies Skills and Methods B, 11-12)

BIL: Recommended

EDU: 10 12 AD I P

Competency 1.7: Evaluate the results of business goals and objectives. Descriptors: 1.7.1 Identify programs and processes for improving business results. 1.7.2 Discuss alternative actions to take when goals are not met for a specific reason

(e.g., changing goals, changing strategies). 1.7.3 Select an alternative that best matches the business need. 1.7.4 Effectively implement the new program or process. 1.7.5 Measure the effectiveness of new program or process. Correlated Mathematics Academic Content Benchmarks


BIL: Recommended

EDU: 10 12 AD P

Competency 1.8: Analyze cost/profit relationships to guide business decision making. Descriptors: 1.8.1 Explain the concept of productivity. 1.8.2 Analyze the effects of government expenditures and tax policies on productivity. 1.8.3 Analyze the impact of specialization/division of labor on productivity. 1.8.4 Explain the economic concepts of efficiency and equity. 1.8.5 Explain the concept of organized labor and business.


5

1.8.6 Explain the impact of the law of diminishing returns. 1.8.7 Describe the concept of economies of scale. 1.8.8 Describe cost/benefit analysis. 1.8.9 Determine relationships among total revenue, marginal revenue, output and profit. Correlated English Language Arts Academic Content Benchmarks



• Estimate, compute and solve problems involving real numbers, including ratio, proportion and percent, and explain solutions. (Number, Number Sense and Operations G, 8-10)

• Write and solve real-world, multi-step problems involving money, elapsed time and temperature, and verify reasonableness of solutions. (Measurement F, 8-10)

• Use algebraic representations, such as tables, graphs, expressions, functions and inequalities, to model and solve problem situations. (Patterns, Functions and Algebra D, 8-10)

• Describe and interpret rates of change from graphical and numerical data. (Patterns, Functions and Algebra J, 8-10)



• Analyze how scarcity of productive resources affects supply, demand, inflation and economic choices. (Economics A, 11-12)

• Identify factors which inhibit or spur economic growth and cause expansions or recessions. (Economics B, 11-12)

• Analyze the role of fiscal and regulatory policies in a mixed economy. (Economics D, 11-12)

BIL: Essential

EDU: 10 12 AD I P

Competency 1.9 Develop business partnerships. Descriptors:


6

1.9.1 Discuss the advantages and disadvantages of affiliating with a network or management organization (e.g., independent practice association [IPA], preferred provider organization [PPO], management service organization [MSO], physician practice management company [PPMC]).

1.9.2 Select a method for integrating medical practices. 1.9.3 Identify personnel implications associated with integrating medical practices. 1.9.4 Analyze risks associated with partnerships. 1.9.5 Implement a change process (e.g., marketing legal implications, financial needs,

tax implications, employment agreements and compensation, bylaws, naming rights, legal counsel, bankers, financial advisers, consultants).





• Create and analyze tabular and graphical displays of data using appropriate tools, including spreadsheets and graphing calculators. (Data Analysis and Probability A, 11-12)



7

Unit 2: Entrepreneurship

BIL: Recommended

EDU: 10 12 AD I P R

Competency 2.1: Employ entrepreneurial discovery strategies to generate feasible ideas for business ventures.

Descriptors: 2.1.1 Explain the need for entrepreneurial discovery strategies to generate feasible ideas

for business ventures. 2.1.2 Discuss the entrepreneurial discovery processes. 2.1.3 Assess global trends and opportunities. 2.1.4 Identify opportunities for venture creation. 2.1.5 Assess opportunities for venture creation. 2.1.6 Describe idea-generation methods. 2.1.7 Generate venture ideas. 2.1.8 Determine the feasibility of ideas. Correlated English Language Arts Academic Content Benchmarks










8

BIL: Recommended

EDU: 10 12 AD I R P

Competency 2.2: Develop a concept for a new business venture to evaluate its success potential.

Descriptors: 2.2.1 Describe entrepreneurial planning considerations. 2.2.2 Explain tools used by entrepreneurs for venture planning. 2.2.3 Assess start-up requirements. 2.2.4 Assess risks associated with the venture. 2.2.5 Describe external resources useful to entrepreneurs during concept development. 2.2.6 Assess the need for using external resources for concept development. 2.2.7 Describe strategies for protecting intellectual property. 2.2.8 Identify business plan components. 2.2.9 Use components of the business plan to define the venture idea. Correlated English Language Arts Academic Content Benchmarks


• Evaluate how features and characteristics make information accessible and usable and how structures help authors achieve their purposes. (Reading Applications: Informational, Technical and Persuasive Text A, 8-10)

• Formulate open-ended research questions suitable for investigation and adjust questions as necessary while research is conducted. (Research A, 8-10)

• Formulate open-ended research questions suitable for inquiry and investigation and adjust questions as necessary while research is conducted. (Research A, 11-12)





• Work in groups to analyze an issue and make decisions. (Social Studies Skills and Methods D, 11-12)


9

BIL: Recommended

EDU: 10 12 AD I R

Competency 2.3: Determine needed resources for a new business venture to contribute to its startup viability.

Descriptors: 2.3.1 Distinguish between debt and equity financing for venture creation. 2.3.2 Describe processes used to acquire adequate financial resources for venture

creation and startup. 2.3.3 Select sources of financing venture creation and startup. 2.3.4 Explain factors to consider in determining a venture’s human resources needs. 2.3.5 Explain considerations in deciding to hire staff. 2.3.6 Describe considerations in selecting capital resources. 2.3.7 Investigate capital resources needed for the venture. 2.3.8 Assess the costs and benefits associated with resources. Correlated English Language Arts Academic Content Benchmarks






BIL: Recommended

EDU: 10 12 AD I R

Competency 2.4: Investigate launch strategies. Descriptors: 2.4.1 Use external resources to supplement entrepreneur’s expertise. 2.4.2 Explain the complexity of business operations. 2.4.3 Evaluate risk-taking opportunities.


10

2.4.4 Explain the need for business systems and procedures. 2.4.5 Describe interrelationships of organizational models (e.g., line, line and staff,

functional). 2.4.6 Describe line versus staff departments and the authority relationship between

them. 2.4.7 Describe the use of operating procedures. 2.4.8 Explain methods and/or processes for organizing work flow. 2.4.9 Develop a product and/or service. 2.4.10 Use creative problem solving in business activities and decisions. 2.4.11 Explain the impact of resource productivity on venture success. 2.4.12 Create processes for ongoing opportunity recognition. 2.4.13 Develop a plan for investing resources into improving current products or creating

new ones. 2.4.14 Adapt to changes in the business environment. Correlated English Language Arts Academic Content Benchmarks









11

BIL: Recommended

EDU: 10 12 AD I R

Competency 2.5: Select harvesting strategies to identify the entrepreneur’s role in the business venture.

Descriptors: 2.5.1 Explain the need for continuation planning. 2.5.2 Describe methods of venture harvesting. 2.5.3 Evaluate options for continued venture involvement. 2.5.4 Develop exit strategies. Correlated Mathematics Academic Content Benchmarks




12

Unit 3: Marketing

BIL: Essential

EDU: 10 12 AD I P R

Competency 3.1: Describe marketing’s role and function in business. Descriptors: 3.1.1 Explain marketing and its importance in a global economy. 3.1.2 Discuss the marketing concept. 3.1.3 Describe marketing functions and related activities. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P R

Competency 3.2: Acquire foundational knowledge of customer, client and business behavior.

Descriptors: 3.2.1 Identify factors that motivate customers, clients and businesses. 3.2.2 Explain customer, client and business buying behavior. 3.2.3 Discuss levers employees can use to motivate and inspire customer, client and

business decision making.

BIL: Essential

EDU: 10 12 AD P R

Competency 3.3: Explain the company’s unique selling proposition to recognize what sets the company apart from its competitors.

Descriptors: 3.3.1 Identify the company’s unique selling proposition. 3.3.2 Identify internal and external service standards.


13

BIL: Essential

EDU: 10 12 AD I P

Competency 3.4: Reinforce the company’s image to exhibit the company’s brand promise.

Descriptors: 3.4.1 Discuss the relationship between employee performance and company image. 3.4.2 Identify the company’s brand promise. 3.4.3 Determine ways of delivering the company’s brand promise through employee

performance.


14

Unit 4: Customer Relationship Management

BIL: Recommended

EDU: 10 12 AD I R

Competency 4.1: Explain basic customer relationship management (CRM) concepts. Descriptors: 4.1.1 Explain the concept of a customer relationship focus and its importance to an

organization. 4.1.2 Describe methods that can be used to determine what customers want. 4.1.3 Explain the role of quality, warranties and guarantees in customer satisfaction. 4.1.4 Explain the role of Web site usability in customer satisfaction. 4.1.5 Describe the relationship between customer satisfaction, loyalty and value. 4.1.6 Explain the relationship between service and sales. 4.1.7 Describe the concept of a value chain. 4.1.8 Explain the importance of using strategic alliances to maximize the value chain.

BIL: Essential

EDU: 10 12 AD I P R

Competency 4.2: Foster positive customer relations to enhance company image. Descriptors: 4.2.1 Describe positive customer relations. 4.2.2 Demonstrate a customer service mindset. Correlated English Language Arts Academic Content Benchmarks

• Demonstrate an understanding of effective speaking strategies by selecting appropriate language and adjusting presentation techniques. (Communication: Oral and Visual D, 8-10)


15

BIL: Essential

EDU: 10 12 AD I P R

Competency 4.3: Respond appropriately to customers. Descriptors: 4.3.1 Reinforce service orientation through communication. 4.3.2 Respond to customer inquiries. Correlated English Language Arts Academic Content Benchmarks


• Select and use effective speaking strategies for a variety of audiences, situations and purposes. (Communication: Oral and Visual C, 11-12)

BIL: Essential

EDU: 10 12 AD I P R

Competency 4.4: Resolve conflicts with and for customers to encourage repeat business Descriptors: 4.4.1 Handle difficult customers. 4.4.2 Handle customer complaints. Correlated English Language Arts Academic Content Benchmarks



BIL: Recommended

EDU: 10 12 AD I R

Competency 4.5: Deliver quality customer service. Descriptors: 4.5.1 Communicate company policies to customers. 4.5.2 Comply with merchandise returns policies.


16

4.5.3 Facilitate customer service through maintaining key information systems. 4.5.4 Monitor follow-through on commitments made to customers (e.g., special orders,

delivery specifications, new items). 4.5.5 Monitor follow-up on order problems. Correlated English Language Arts Academic Content Benchmarks

• Use appropriate self-monitoring strategies for comprehension. (Reading Process C, 8-10; Reading Process C, 11-12)


BIL: Essential

EDU: 10 12 AD I P

Competency 4.6: Explain management’s role in customer relations. Descriptors: 4.6.1 Describe management’s role in developing policies that will impact customer

relations. 4.6.2 Explain types of policies that affect customer relations. 4.6.3 Discuss methods for collecting customer feedback. 4.6.4 Describe techniques and strategies for rewarding effective customer relationships.

BIL: Recommended

EDU: 10 12 AD I R

Competency 4.7: Describe the concept of order cycle time. Descriptors: 4.7.1 Describe how order cycle time impacts customer service. 4.7.2 Identify the elements of order transmittal time. 4.7.3 Identify the elements of order processing and assembly. 4.7.4 Describe how stock availability and production time impact order cycle time. 4.7.5 Identify the components of delivery time. 4.7.6 Describe how customer service policies can impact order cycle time. Correlated Mathematics Academic Content Benchmarks

• Apply mathematical knowledge and skills routinely in other content areas and practical situations. (Mathematical Processes B, 8-10)


17

BIL: Recommended

EDU: 10 12 AD I R

Competency 4.8: Explain the role of technology in order processing, tracking and customer research.

Descriptors: 4.8.1 Describe how technology has impacted order processing. 4.8.2 Explain the purpose and use of UPC barcodes. 4.8.3 Explain how UPC bar codes are created. 4.8.4 Compare and contrast keyboard entry with bar code entry. 4.8.5 Explain the purpose and use of radio frequency identification (RFID) tags. 4.8.6 Compare and contrast RFID tags with bar codes. 4.8.7 Describe potential privacy issues that may arise with the use of RFID tags. Correlated Mathematics Academic Content Benchmarks


BIL: Recommended

EDU: 10 12 AD I P

Competency 4.9: Process orders and returns. Descriptors: 4.9.1 Follow order processing priorities. 4.9.2 Describe when and how order batching is used. 4.9.3 Enter and check the order’s accuracy. 4.9.4 Check the availability of requested items. 4.9.5 Prepare back order documents when needed. 4.9.6 Check the customer’s credit status. 4.9.7 Prepare billing statements. 4.9.8 Track orders. 4.9.9 Communicate with customers about the order after the sale. 4.9.10 Process a return of products.


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19

Unit 5: Business Law

BIL: Essential

EDU: 10 12 AD I P R

Competency 5.1: Examine the foundation of United States law. Descriptors: 5.1.1 Explain why laws exist. 5.1.2 Describe the role of the U.S. Constitution in business law. 5.1.3 Describe the role of the Supreme Court. 5.1.4 Discuss the nature of law. 5.1.5 Describe the sources of law in the United States (e.g., the legislature, the

executive, the judiciary and administrative agencies). Correlated English Language Arts Academic Content Benchmarks



• Explain how the U.S. Constitution has evolved including its philosophical foundations, amendments and court interpretations. (Government B, 11-12)

BIL: Recommended

EDU: 10 12 AD P R

Competency 5.2: Explore laws in a global marketplace. Descriptors: 5.2.1 Describe the sources of international law. 5.2.2 Describe import and export trade regulations. 5.2.3 Explain the impact of jurisdictions on legal rights. Correlated English Language Arts Academic Content Benchmarks



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• Explain how voluntary worldwide trade, specialization and interdependence among countries affect standards of living and economic growth. (Economics C, 11-12)

BIL: Recommended

EDU: 10 12 AD P R

Competency 5.3: Describe how businesses use the litigation process. Descriptors: 5.3.1 Determine how a business decides when to consult an attorney. 5.3.2 Describe the different stages of the litigation process and how these stages affect

the business. 5.3.3 Describe alternatives to litigation for settling disputes.

BIL: Essential

EDU: 10 12 AD P R

Competency 5.4: Describe the functions of contracts. Descriptors: 5.4.1 Identify the required elements for creating a contract. 5.4.2 Describe the requirements for a contract to be enforceable. 5.4.3 Identify ways a contract can be discharged. 5.4.4 Describe breach of contract. 5.4.5 Explain remedies for when a breach of contract occurs. 5.4.6 Discuss legal issues associated with electronic contracts and other online

concerns. Correlated English Language Arts Academic Content Benchmarks




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BIL: Essential

EDU: 10 12 AD I P

Competency 5.5: Explain the concept of torts. Descriptors: 5.5.1 Explain how a tort is different from a breach of contract or a crime. 5.5.2 Explain why knowledge of tort law is important in business (e.g., businesses

harmed by wrongful conduct can sue to recover damages; businesses may be liable for damage done to others).

5.5.3 Classify torts as intentional, negligent or strict liability. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P

Competency 5.6: Describe sales and lease agreements. Descriptors: 5.6.1 Discuss the formation of contracts for the sale and lease of goods. 5.6.2 Discuss laws that govern contracts for international sale of goods. 5.6.3 Describe title and risk of loss. 5.6.4 Identify types of warranties and how each may be excluded or modified. Correlated English Language Arts Academic Content Benchmarks



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BIL: Recommended

EDU: 10 12 AD I R

Competency 5.7: Explore the regulatory environment of U.S. businesses. Descriptors: 5.7.1 Discuss the legal considerations of debtor-creditor relationships. 5.7.2 Explain the importance of regulatory agencies. 5.7.3 Discuss employment relationships. 5.7.4 Explain the role of equal opportunity employment. 5.7.5 Discuss the impact of environmental law on businesses. 5.7.6 Discuss types of workplace regulations (e.g., OSHA, ADA). Correlated English Language Arts Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD I P

Competency 5.8: Describe consumers’ rights and responsibilities. Descriptors: 5.8.1 List services provided by consumer protection agencies. 5.8.2 Identify laws that protect consumers. 5.8.3 Identify reasons for bankruptcy laws. 5.8.4 Describe different forms of bankruptcy.


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BIL: Essential

EDU: 10 12 AD I P

Competency 5.9: Explain the impact of tax laws and regulations on businesses. Descriptors: 5.9.1 Explain tax regulations affecting business. 5.9.2 Explain business’ tax reporting requirements. Correlated Social Studies Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD P

Competency 5.10: Discuss property and the available means to protect it. Descriptors: 5.10.1 Identify examples of real property and personal property. 5.10.2 Discuss bailment issues. 5.10.3 Describe the respective duties of landlords and tenants.


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Unit 6: Risk Management

BIL: Essential

EDU: 10 12 AD I P

Competency 6.1: Explain types of risk. Descriptors: 6.1.1 Identify types of risks to a business or a project (i.e., political, regulatory, cultural,

global, environmental, financial). 6.1.2 Explain how risk affects a business or project. 6.1.3 Explain common workplace security risks (e.g., theft, corporate espionage,

vandalism, technology, violence). 6.1.4 Identify workplace incident and emergency response risks (e.g., natural disasters,

safety threats). Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P R

Competency 6.2: Abide by risk management policies and procedures for technology. Descriptors: 6.2.1 Adhere to security policies for technology (e.g., acceptable use policy, Web page

policies). 6.2.2 Apply ergonomic techniques to technology tasks. 6.2.3 Adhere to federal and state laws that apply to technological security, including

laws pertaining to computer crime, fraud and abuse. 6.2.4 Follow procedures used to restart and recover from computer problems (e.g.,

system failure, virus infection). 6.2.5 Follow policies regarding controls for preventing loss of data integrity and other

information resources. Correlated English Language Arts Academic Content Benchmarks

• Apply reading comprehension strategies to understand grade-appropriate texts. (Reading Process A, 8-10; Reading Process A, 11-12)


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BIL: Recommended

EDU: 10 12 AD I P R

Competency 6.3: Determine potential business threats and opportunities to protect and foster a business’ financial well-being.

Descriptors: 6.3.1 Identify speculative business risks. 6.3.2 Identify types of threats that occur in the workplace. 6.3.3 Describe the importance of being prepared to deal with workplace threats. 6.3.4 Explain steps to take to deal with workplace threats. 6.3.5 Explain measures that can be taken to prevent workplace threats. 6.3.6 Develop procedures for dealing with workplace threats. 6.3.7 Identify types of unsafe conditions in a business environment (e.g., air,

construction). 6.3.8 Describe the importance of fire prevention programs. Correlated English Language Arts Academic Content Benchmarks


BIL: Recommended

EDU: 10 12 AD P

Competency 6.4: Develop risk management policies. Descriptors: 6.4.1 Identify potential security issues. 6.4.2 Align risk management techniques with risks. 6.4.3 Establish policies for protecting company information and intangibles. 6.4.4 Establish policies for maintaining a non-hostile work environment. 6.4.5 Establish policies and procedures for maintaining physical security of the work

environment. Correlated English Language Arts Academic Content Benchmarks



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BIL: Recommended

EDU: 10 12 AD P

Competency 6.5: Transfer business risk. Descriptors: 6.5.1 Evaluate appropriate levels of insurance for a business. 6.5.2 Obtain insurance coverage. Correlated Mathematics Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P R

Competency 6.6: Implement security policies and procedures. Descriptors: 6.6.1 Identify security risks. 6.6.2 Explain routine security precautions. 6.6.3 Follow established security procedures and policies. 6.6.4 Protect company information and intangibles. Correlated English Language Arts Academic Content Benchmarks



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BIL: Essential

EDU: 10 12 AD P R

Competency 6.7: Adhere to health and safety regulations. Descriptors: 6.7.1 Describe health and safety regulations in business. 6.7.2 Identify internal noncompliance with business health and safety regulations. 6.7.3 Describe the role of OSHA in company safety. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P R

Competency 6.8: Implement safety procedures. Descriptors: 6.8.1 Follow instructions for using equipment, tools and machinery. 6.8.2 Follow safety precautions. 6.8.3 Maintain a safe work environment. 6.8.4 Explain procedures for handling accidents. 6.8.5 Handle and report emergency situations. Correlated English Language Arts Academic Content Benchmarks




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BIL: Recommended

EDU: 10 12 AD I R

Competency 6.9: Determine needed policies and procedures to protect employee and customer safety.

Descriptors: 6.9.1 Identify potential safety issues. 6.9.2 Establish safety policies and procedures. Correlated English Language Arts Academic Content Benchmarks



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Unit 7: Communication Skills

BIL: Essential

EDU: 10 12 AD I P R

Competency 7.1: Explain effective communications. Descriptors: 7.1.1 Explain the importance of effective communication in business 7.1.2 Identify barriers to effective communication 7.1.3 Describe techniques for overcoming barriers to effective communication 7.1.4 Discuss issues involving digital and/or electronic communications (e.g., lack of

body language, potential for forwarding information).

BIL: Essential

EDU: 10 12 AD I P R

Competency 7.2: Apply active listening skills. Descriptors: 7.2.1 Explain communication techniques that support and encourage a speaker. 7.2.2 Use paraphrasing strategies. 7.2.3 Summarize another person’s key points. 7.2.4 Probe to clarify the speaker’s thinking. 7.2.5 Use body language to show interest in what a speaker is saying. Correlated English Language Arts Academic Content Benchmarks




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BIL: Essential

EDU: 10 12 AD I P R

Competency 7.3: Apply appropriate verbal skills in business situations. Descriptors: 7.3.1 Explain characteristics of effective verbal communications. 7.3.2 Describe how nonverbal communication affects verbal messages. 7.3.3 Interpret others’ nonverbal cues. 7.3.4 Explain the importance of voice in communicating with others. 7.3.5 Identify situations in which employees need to address others in a businesslike

manner. 7.3.6 Address people properly. 7.3.7 Participate in staff meetings. Correlated English Language Arts Academic Content Benchmarks


• Analyze the techniques used by speakers and media to influence an audience, and evaluate the effect this has on the credibility of a speaker or media message. (Communication: Oral and Visual B, 8-10)


BIL: Essential

EDU: 10 12 AD I P R

Competency 7.4: Make oral presentations. Descriptors: 7.4.1 Identify occasions when oral presentations are required. 7.4.2 Explain the importance of communication skills in oral presentations (e.g.,

speaking clearly, using correct grammar, using appropriate gestures with audience contact).

7.4.3 Describe characteristics of effective oral presentations. 7.4.4 Discuss the role of visual support in making oral presentations. 7.4.5 Demonstrate procedures for making oral presentations. 7.4.6 Use technology to enhance oral presentations.


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• Give presentations using a variety of delivery methods, visual displays and technology. (Communication: Oral and Visual G, 8-10; Communication: Oral and Visual F, 11-12)

BIL: Essential

EDU: 10 12 AD I P R

Competency 7.5: Utilize effective written communication. Descriptors: 7.5.1 Explain the importance of effective written communications. 7.5.2 Identify types of written communication used in business. 7.5.3 Identify characteristics of effective written communication (e.g., brevity,

neatness, accuracy). 7.5.4 Select and utilize appropriate formats for professional writing. 7.5.5 Plan, edit and revise written work consistent with professional standards. 7.5.6 Write business letters. 7.5.7 Write informational messages. 7.5.8 Write inquiries. 7.5.9 Write persuasive messages. 7.5.10 Write executive summaries. 7.5.11 Prepare simple written reports. 7.5.12 Prepare complex written reports. 7.5.13 Write proposals. Correlated English Language Arts Academic Content Benchmarks

• Use a variety of strategies to revise content, organization and style, and to improve word choice, sentence variety, clarity and consistency of writing. (Writing Processes C, 11-12)

• Apply editing strategies to eliminate slang and improve conventions. (Writing Processes D, 11-12)

• Produce letters (e.g., business, letters to the editor, job applications) that follow the conventional style appropriate to the text and that include appropriate details and exclude extraneous details and inconsistencies. (Writing Applications C, 8-10)

• Write a persuasive piece that states a clear position, includes relevant information and offers compelling evidence in the form of facts and details. (Writing Applications E, 8-10)


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BIL: Essential

EDU: 10 12 AD P R R

Competency 7.6: Use proper grammar and vocabulary. Descriptors: 7.6.1 Use correct subject/verb agreement in sentences. 7.6.2 Use correct noun/pronoun agreement in sentences. 7.6.3 Use correct use of adverbs and adjectives in sentences. 7.6.4 Use correct word usage in sentences. 7.6.5 Explain the importance of a technical vocabulary. 7.6.6 Explain the consequences of excessive use of jargon. 7.6.7 Explain the relationship of business success to proper grammar. Correlated English Language Arts Academic Content Benchmarks

• Demonstrate understanding of the grammatical conventions of the English language. (Writing Conventions C, 8-10, Writing Conventions C, 11-12)

BIL: Essential

EDU: 10 12 AD I P R

Competency 7.7: Communicate using telecommunications tools. Descriptors: 7.7.1 Describe proper verbal skills needed for handling telephone calls. 7.7.2 Explain standard procedures for handling telephone calls in a businesslike manner

(e.g., professionalism, consider inflection in voice, attitude conveyed). 7.7.3 Identify company policies regarding use of telecommunications tools (telephone

answering machine, voice mail, e-mail, teleconferencing system). 7.7.4 Operate telecommunications equipment in accordance with company policy.


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7.7.5 Communicate via telephone, voice mail, e-mail, facsimile, teleconferencing system.

7.7.6 Keep up to date concerning new and emerging communications technologies. 7.7.7 Take complete and accurate telephone messages. 7.7.8 Deliver phone messages according to the criticality of the message. 7.7.9 Follow established telephone etiquette. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P R

Competency 7.8: Read to acquire meaning from written material. Descriptors: 7.8.1 Identify sources that provide relevant, valid written material. 7.8.2 Discriminate among types of information (e.g., essential, important, critical, nice

to know). 7.8.3 Differentiate among fact, judgment and inference. 7.8.4 Utilize appropriate reading skills for information needs (e.g., skim, comprehend,

analyze). 7.8.5 Extract relevant information from written materials. 7.8.6 Apply written directions to achieve tasks. 7.8.7 Analyze company resources to ascertain policies and procedures. Correlated English Language Arts Academic Content Benchmarks






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BIL: Essential

EDU: 10 12 AD I P R

Competency 7.9: Follow company guidelines in the business environment. Descriptors: 7.9.1 Describe guidelines for communicating with other employees (e.g., protocol of

communications, types of information transmitted via different channels of staff communications).

7.9.2 Explain ethical considerations in providing information. 7.9.3 Explain use of interdepartmental/company communication. 7.9.4 Follow directions. 7.9.5 Use appropriate manners in accordance with established protocols and company

policies. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P R

Competency 7.10: Communicate effectively to provide information to staff. Descriptors: 7.10.1 Give directions for completing job tasks. 7.10.2 Conduct meetings. 7.10.3 Report business research. 7.10.4 Share positive suggestions with management. Correlated English Language Arts Academic Content Benchmarks

• Communicate findings, reporting on the substance and processes orally, visually and in writing or through multimedia. (Research E, 8-10; Research E, 11-12)





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BIL: Essential

EDU: 10 12 AD I P R

Competency 7.11: Use communication skills to influence others. Descriptors: 7.11.1 Persuade others. 7.11.2 Demonstrate negotiation skills. Correlated English Language Arts Academic Content Benchmarks

• Give persuasive presentations that structure ideas and arguments in a logical fashion, clarify and defend positions with relevant evidence and anticipate and address the audience’s concerns. (Communication: Oral and Visual D, 11-12)


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Unit 8: Emotional Intelligence

BIL: Essential

EDU: 10 12 AD P R R

Competency 8.1: Explain the concept of emotional intelligence. Descriptors: 8.1.1 Describe self-understanding and self-assessment. 8.1.2 Explain the concept of self-esteem. 8.1.3 Assess personal strengths and weaknesses.

BIL: Essential

EDU: 10 12 AD P R R

Competency 8.2: Explain the role of personality traits in the workplace. Descriptors: 8.2.1 Identify desirable personality traits important to business. 8.2.2 Exhibit self-confidence. 8.2.3 Demonstrate interest and enthusiasm. 8.2.4 Demonstrate initiative.

BIL: Essential

EDU: 10 12 AD P R R

Competency 8.3: Manage emotional reactions to people and situations. Descriptors: 8.3.1 Maintain a positive attitude. 8.3.2 Demonstrate self-control. 8.3.3 Explain the use of feedback for personal growth. 8.3.4 Adjust to change.


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BIL: Essential

EDU: 10 12 AD P R R

Competency 8.4: Identify with others’ feelings, needs and concerns. Descriptors: 8.4.1 Respect the privacy of others. 8.4.2 Show empathy for others. 8.4.3 Develop cultural sensitivity. 8.4.4 Explain the impact of political relationships within an organization. Correlated English Language Arts Academic Content Benchmarks




• Analyze how issues may be viewed differently by various cultural groups. (People in Societies A, 11-12)

BIL: Essential

EDU: 10 12 AD I P R

Competency 8.5: Implement teamwork techniques to accomplish goals. Descriptors: 8.5.1 Participate as a team member. 8.5.2 Describe effects of group dynamics on group decision making and consensus

building. 8.5.3 Use consensus building skills. 8.5.4 Encourage team building. 8.5.5 Identify motivation theories that impact management (e.g., Maslow, Herzberg). 8.5.6 Motivate team members. Correlated English Language Arts Academic Content Benchmarks




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BIL: Essential

EDU: 10 12 AD P R R

Competency 8.6: Manage internal and external business relationships. Descriptors: 8.6.1 Treat others fairly at work. 8.6.2 Foster positive working relationships. 8.6.3 Participate in the organization’s community outreach activities. 8.6.4 Mentor fellow workers.

BIL: Essential

EDU: 10 12 AD P R R

Competency 8.7: Describe work ethic standards. Descriptors: 8.7.1 Define work ethic. 8.7.2 Identify factors that influence one’s work ethic. 8.7.3 Differentiate between laws and ethics. 8.7.4 Describe how personal values are reflected in an employee’s work ethic. 8.7.5 Describe how interactions in the workplace affect an employee’s work ethic. 8.7.6 Describe how life changes affect personal work ethic. 8.7.7 Identify examples of unethical behavior at work. 8.7.8 Explain consequences of unprofessional and/or unethical behavior. 8.7.9 Explain the need for professional and ethical standards. 8.7.10 Explain responsibility of the individual to apply ethical standards. 8.7.11 Identify responsibility to clients/customers and employers. 8.7.12 Describe ways to demonstrate a basic work ethic.

BIL: Essential

EDU: 10 12 AD I P R

Competency 8.8: Apply appropriate work ethic. Descriptors:


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8.8.1 Adhere to company and/or governmental policies, procedures, rules and regulations.

8.8.2 Exercise confidentiality. 8.8.3 Adhere to rules of conduct. 8.8.4 Accept constructive criticism. 8.8.5 Offer constructive criticism. 8.8.6 Exhibit pride in work. 8.8.7 Exhibit punctuality. 8.8.8 Demonstrate honesty and integrity. 8.8.9 Assume responsibility for decisions and actions. 8.8.10 Follow the chain of command. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD P R

Competency 8.9: Recognize personal biases and stereotypes. Descriptors:

8.9.1 Identify situations in which discrimination exists.

8.9.2 Describe consequences of discrimination. 8.9.3 Explain how federal laws protect against discrimination. 8.9.4 Describe steps for identifying personal biases and stereotypes. 8.9.5 Explain why diversity is an asset to an organization. Correlated English Language Arts Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD I P R


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Competency 8.10: Apply time management principles. Descriptors: 8.10.1 Describe time management concepts (e.g., stress, procrastination, free time,

weekly master list, technology, prioritizing, delegating, to-do list). 8.10.2 Explain time management processes. 8.10.3 List benefits of time management. 8.10.4 Utilize current technology as a tool for time management.

BIL: Essential

EDU: 10 12 AD P R R

Competency 8.11: Function as a self-managed employee. Descriptors: 8.11.1 Propose projects. 8.11.2 Demonstrate organizational skills. 8.11.3 Make long-term and short-term plans. 8.11.4 Multi-task to achieve work goals. 8.11.5 Evaluate progress. 8.11.6 Report progress. Correlated English Language Arts Academic Content Benchmarks

• Give informational presentations that contain a clear perspective; present ideas from multiple sources in logical sequence; and include a consistent organizational structure. (Communication: Oral and Visual E, 11-12)

BIL: Essential

EDU: 10 12 AD I P R

Competency 8.12: Apply decision making techniques. Descriptors: 8.12.1 Identify the decision to be made. 8.12.2 Identify the appropriate alternatives and consequences. 8.12.3 Make the decision based on facts, legality, ethics, goals and culture. 8.12.4 Apply time factors. 8.12.5 Present the decision to be implemented. 8.12.6 Evaluate the decision. 8.12.7 Accept responsibility for the decision. Correlated English Language Arts Academic Content Benchmarks


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• Give presentations using a variety of delivery methods, visual displays and technology.

(Communication: Oral and Visual G, 8-10; Communication: Oral and Visual F, 11-12)

BIL: Essential

EDU: 10 12 AD I P R

Competency 8.13: Apply problem solving techniques. Descriptors: 8.13.1 Identify the problem. 8.13.2 Select appropriate problem solving tools and techniques. 8.13.3 Identify underlying causes of the problem. 8.13.4 Identify appropriate solutions and consequences (e.g., long-term, short-term,

crisis). 8.13.5 Use resources to explore possible solutions to the problem. 8.13.6 Contrast the advantages and disadvantages of each solution. 8.13.7 Identify appropriate action. 8.13.8 Evaluate the results. 8.13.9 Identify post-preventive action. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P R

Competency 8.14: Apply conflict resolution skills. Descriptors:


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8.14.1 Explain the effects of conflicts in the workplace (e.g., loss of morale, productivity).

8.14.2 Describe conflict resolution skills. 8.14.3 Describe the conflict cycle (e.g., how it begins, how it escalates). 8.14.4 Describe conflict management styles (e.g., avoidance). 8.14.5 Describe negotiation. 8.14.6 Describe mediation. 8.14.7 Use conflict resolution skills. Correlated English Language Arts Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD I P R

Competency 8.15: Manage stressful situations. Descriptors: 8.15.1 Discuss causes of employee stress. 8.15.2 Describe physical and emotional responses to stress. 8.15.3 Explain consequences of employee stress. 8.15.4 Identify strategies and/or methods for reducing and/or channeling stress. 8.15.5 Implement strategies to manage stress.

BIL: Essential

EDU: 10 12 AD I P

Competency 8.16: Achieve organizational goals. Descriptors: 8.16.1 Evaluate personal goals in relation to organizational goals. 8.16.2 Monitor progress by evaluating feedback. 8.16.3 List responsibilities in relation to organizational goals. 8.16.4 Accomplish assigned tasks. 8.16.5 Exercise responsibility in relation to organizational goals. 8.16.6 Set appropriate performance standards. 8.16.7 Communicate goals to supervisor and peers. 8.16.8 Exhibit knowledge of the organization’s products and/or services. 8.16.9 Describe how managers delegate authority and assign responsibility.


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BIL: Essential

EDU: 10 12 AD I P

Competency 8.17: Explain the role of leadership in the workplace. Descriptors: 8.17.1 Differentiate between leading and managing. 8.17.2 Discuss leadership styles.

BIL: Recommended

EDU: 10 12 AD I R

Competency 8.18: Describe cultural knowledge needed for global business relations. Descriptors: 8.18.1 Explain the usage of names, titles and ranks in different cultures and countries. 8.18.2 Identify cultural differences in food, dress and social behaviors throughout the

world. 8.18.3 Identify major holidays of world cultures and their impact on doing business

globally. 8.18.4 Identify appropriate uses of gift giving in business relationships among world

cultures. 8.18.5 Compare business protocol among countries. 8.18.6 Identify cultural attitudes about time, silence, space, and body and eye contact in

relation to successful business relationships. 8.18.7 Describe how a negotiation process may be affected by cultural differences. 8.18.8 Describe the role and use of electronic communication tools (e.g., Internet, video-

and computer-conferencing, webcasts, e-mail) in global business activities. Correlated English Language Arts Academic Content Benchmarks





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Unit 9: Professional Development

BIL: Essential

EDU: 10 12 AD I P R

Competency 9.1: Acquire self-development skills. Descriptors: 9.1.1 Maintain appropriate personal appearance. 9.1.2 Set personal goals. 9.1.3 Maintain personal health (e.g., physical and psychological).

BIL: Essential

EDU: 10 12 AD P R R

Competency 9.2: Participate in career planning. Descriptors: 9.2.1 Assess personal interests and skills needed for success in business. 9.2.2 Analyze employer expectations in the business environment. 9.2.3 Identify sources of career information. 9.2.4 Identify a tentative occupational interest. 9.2.5 Explain employment opportunities in business. 9.2.6 Describe techniques for obtaining work experience (e.g., volunteer activities,

internships). Correlated English Language Arts Academic Content Benchmarks

• Evaluate the usefulness and credibility of data and sources. (Research B, 8-10)

BIL: Essential

EDU: 10 12 AD I P R

Competency 9.3: Explore professional development opportunities. Descriptors: 9.3.1 Research continuing education courses or programs available to enhance skills, to

remain current in the profession and for career advancement. 9.3.2 Describe certifications for business professionals. 9.3.3 Identify professional association opportunities and resources (e.g., education

opportunities, networking, conferences, newsletters, publications).


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9.3.4 Build internal and external mentor relationships. 9.3.5 Use Web sites for professional development. 9.3.6 Identify internal and external networking opportunities. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P R

Competency 9.4: Explore career advancement activities. Descriptors: 9.4.1 Explain the need for ongoing education as a worker. 9.4.2 Explain possible advancement patterns for jobs. 9.4.3 Identify skills needed to enhance career progression.


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Unit 10: Money and Personal Finance

BIL: Essential

EDU: 10 12 AD I P R

Competency 10.1: Describe the fundamental principles of money needed to make financial exchanges

Descriptors: 10.1.1 Explain forms of financial exchange (cash, credit, debit, electronic funds transfer). 10.1.2 Identify types of currency (paper money, coins, bank notes, government bonds

and treasury notes). 10.1.3 Explain essential elements of a negotiable instrument. 10.1.4 Describe functions of money (medium of exchange, unit of measure, store of

value). 10.1.5 Describe sources of income (wages/salaries, interest, rent, dividends, transfer

payments). 10.1.6 Explain the time value of money. 10.1.7 Explain the purposes for and importance of credit. 10.1.8 Explain legal responsibilities associated with financial exchanges. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P R

Competency 10.2: Analyze personal financial needs and goals Descriptors: 10.2.1 Describe common financial needs (e.g., college, retirement, wills, insurance). 10.2.2 Set financial goals. 10.2.3 Develop a personal budget.


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• Explain the use of a budget in making personal economic decisions and planning for the future. (Economics E, 11-12)

BIL: Essential

EDU: 10 12 AD I P R

Competency 10.3: Manage personal finances. Descriptors: 10.3.1 Describe tax liabilities. 10.3.2 Interpret a pay stub. 10.3.3 Maintain financial records. 10.3.4 Read and reconcile bank statements. 10.3.5 Demonstrate the wise use of credit. 10.3.6 Validate credit history. 10.3.7 Protect against identity theft. 10.3.8 Prepare personal income tax forms. Correlated English Language Arts Academic Content Benchmarks





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BIL: Essential

EDU: 10 12 AD I P R

Competency 10.4: Explain the use of financial services providers. Descriptors: 10.4.1 Describe types of financial services providers. 10.4.2 Discuss considerations in selecting a financial services provider. Correlated Social Studies Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P

Competency 10.5: Identify investment strategies to ensure personal financial well-being. Descriptors: 10.5.1 Explain types of investments. 10.5.2 Establish investment goals and objectives. Correlated English Language Arts Academic Content Benchmarks



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Unit 11: Economics

BIL: Essential

EDU: 10 12 AD I P R

Competency 11.1: Explain fundamental economic concepts. Descriptors: 11.1.1 Distinguish between economic goods and services. 11.1.2 Explain the concept of economic resources. 11.1.3 Discuss the determination of income distribution, including poverty and

discrimination. 11.1.4 Explain how economics is a social science that draws conclusions based on

hypothesis, theories and data in order to understand human behavior. 11.1.5 Describe the concepts of economic scarcity, choice and economic activities. 11.1.6 Determine economic utilities created by business activities. 11.1.7 Discuss positive and normative economics. Correlated English Language Arts Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD I P

Competency 11.2: Discuss the interactions of supply, demand and price. Descriptors: 11.2.1 Explain how scarce resources are allocated. 11.2.2 Describe how the markets for resources operate and how they determine wage

rates, interest and rent. 11.2.3 Discuss the concepts of opportunity cost and the production possibility frontier. 11.2.4 Explain how consumers make choices. 11.2.5 Discuss the impact of elasticity on demand. 11.2.6 Describe the functions of prices in markets. 11.2.7 Explain the concept of equilibrium.


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• Solve systems of linear equations involving two variables graphically and symbolically. (Patterns, Functions and Algebra H, 8-10)




BIL: Essential

EDU: 10 12 AD I P R

Competency 11.3: Describe business’ contribution to society. Descriptors: 11.3.1 Explain the role of business in society. 11.3.2 Describe types of business activities. 11.3.3 Explain production theory. 11.3.4 Discuss the costs of production.


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BIL: Recommended

EDU: 10 12 AD I P

Competency 11.4: Describe the legal structures under which businesses are organized. Descriptors: 11.4.1 Describe the major types of business organization (e.g., sole proprietorship,

limited liability company, general partnership). 11.4.2 Identify the legal implications for establishing each type of organization. 11.4.3 Differentiate among types of corporations (e.g., profit, nonprofit, domestic,

international). 11.4.4 Describe the role and function of a corporation’s board of directors. 11.4.5 Differentiate among types of corporate expansion (e.g., mergers, consolidations,

acquisitions). 11.4.6 Describe characteristics of a franchise and how it is formed. 11.4.7 Describe legal documents necessary to operate a business (e.g., by-laws, code of

regulations). Correlated English Language Arts Academic Content Benchmarks


• Analyze the features and structures of documents and critique them for their effectiveness. (Reading Applications: Informational, Technical and Persuasive Text A, 11-12)

BIL: Essential

EDU: 10 12 AD I P

Competency 11.5: Differentiate among economic systems. Descriptors: 11.5.1 Explain the types of economic systems. 11.5.2 Explain the concept of private enterprise. 11.5.3 Identify factors affecting a business’ profit. 11.5.4 Determine factors affecting business risk. 11.5.5 Explain the concept of competition. 11.5.6 Describe businesses’ market structures. 11.5.7 Explain firm behavior in competitive markets. 11.5.8 Discuss firm behavior in imperfect markets.


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• Compare how different economic systems answer the fundamental economic questions of what goods and services to produce, how to produce them, and who will consume them. (Economics A, 9-10)

BIL: Essential

EDU: 10 12 AD I P

Competency 11.6: Discuss the impact of government on business activities. Descriptors: 11.6.1 Describe the relationship between government and business. 11.6.2 Describe the role of taxes. 11.6.3 Discuss monetary policy. 11.6.4 Discuss the supply and demand for money. 11.6.5 Explain the role of the Federal Reserve System. 11.6.6 Explain the concept of fiscal policies. 11.6.7 Discuss the development of aggregate demand and aggregate supply. 11.6.8 Describe the effects of fiscal and monetary policies. 11.6.9 Discuss the effects of the federal government’s budget deficit. 11.6.10 Explain the concept of long-run growth and policies that affect business growth. Correlated Social Studies Academic Content Benchmarks



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BIL: Recommended

EDU: 10 12 AD I

Competency 11.7: Explain economic indicators used to measure economic trends and conditions.

Descriptors: 11.7.1 Explain measures used to analyze economic conditions, including the level of

income, the level of employment, the unemployment rate, the natural rate of unemployment, the price level, the inflation rate, productivity and the rate of interest.

11.7.2 Describe the concept of price stability as an economic measure. 11.7.3 Explain the basics of macroeconomic instability theories. 11.7.4 Discuss the measure of consumer spending as an economic indicator. 11.7.5 Discuss the impact of a nation’s unemployment rates. 11.7.6 Describe the economic impact of inflation on business. 11.7.7 Explain unemployment and inflation trade-offs. 11.7.8 Explain the economic impact of interest rate fluctuations. 11.7.9 Determine the impact of business cycles on business activities. 11.7.10 Explain how monetary and fiscal policies can be used to regulate business cycles. Correlated Mathematics Academic Content Benchmarks


• Communicate mathematical ideas orally and in writing with a clear purpose and appropriate for a specific audience. (Mathematical Processes I, 11-12)



BIL: Essential

EDU: 10 12 AD I

Competency 11.8: Assess global trade’s impact on business decision making. Descriptors: 11.8.1 Describe how to create comparative advantage. 11.8.2 Explain the determinants of global trade flows. 11.8.3 Describe the determinants of exchange rates and their effects on domestic

economy.


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11.8.4 Discuss the impact of cultural and social environments on world trade. 11.8.5 Describe ways that businesses can enter global markets. 11.8.6 Explain labor issues associated with global trade. 11.8.7 Describe the impact of regional trade organizations on global trade. 11.8.8 Evaluate the impact of world circumstances and events. 11.8.9 Evaluate influences on a nation’s ability to trade. Correlated English Language Arts Academic Content Benchmarks

• Organize information from various resources and select appropriate sources to support central ideas, concepts and themes. (Research C, 8-10)






BIL: Essential (Managers)

EDU: 10 12 AD I P

Competency 11.9: Discuss the impact of globalization. Descriptors: 11.9.1 Discuss the impact of globalization on local, state, national and international

economies. 11.9.2 Discuss the potential impact of emerging economies. 11.9.3 Discuss the impact of geography on global markets. 11.9.4 Explain relationships of major trade alliances. Correlated English Language Arts Academic Content Benchmarks



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Unit 12: Accounting

BIL: Essential

EDU: 10 12 AD I P R

Competency 12.1: Acquire foundational knowledge of accounting’s role in a company. Descriptors: 12.1.1 Explain the concept of accounting. 12.1.2 Describe the accounting cycle. 12.1.3 Discuss the role of ethics in accounting. 12.1.4 Explain the use of technology in accounting. 12.1.5 Explain legal considerations for accounting. 12.1.6 Explain the need for accounting standards (GAAP). Correlated Social Studies Academic Content Benchmarks


BIL: Recommended

EDU: 10 12 AD I

Competency 12.2: Discuss Generally Accepted Accounting Principles (GAAP). Descriptors: 12.2.1 Explain the qualitative characteristics of accounting information (e.g., usefulness,

timeliness, understandability, neutrality, relevance, reliability, consistency, comparability).

12.2.2 Describe the basic assumptions about accounting reports (e.g., separate economic entity, going concern, monetary unit, periodicity of income).

12.2.3 Explain the basic principles of accounting (e.g., historical cost basis, revenue recognition, matching, full disclosure).

12.2.4 Describe the need for cost-benefit analysis of compliance with accounting principles.




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BIL: Essential

EDU: 10 12 AD I P R

Competency 12.3: Describe accounting tools used to track money flow and to determine financial status.

Descriptors: 12.3.1 Describe cash flow statements. 12.3.2 Explain balance sheets. 12.3.3 Describe income statements.



BIL: Recommended

EDU: 10 12 AD I P

Competency 12.4: Apply the accounting equation. Descriptors: 12.4.1 Describe the relationship between property and financial claims. 12.4.2 Explain the significance of equities as used in accounting. 12.4.3 Explain the significance of the accounting equation. 12.4.4 Discuss types of basic assets. 12.4.5 Explain types of liabilities. 12.4.6 Discuss the importance of owner’s equity. 12.4.7 Describe the relationship between assets and claims on assets. 12.4.8 Demonstrate the effects of transactions on the accounting equation. Correlated Mathematics Academic Content Benchmarks


• Translate information from one representation (words, table, graph or equation) to another representation of a relation or function. (Patterns, Functions and Algebra C, 8-10)



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BIL: Recommended

EDU: 10 12 AD I P

Competency 12.5: Analyze transactions and their effect on assets, liabilities and owner’s equity.

Descriptors: 12.5.1 Discuss the purpose for a ledger. 12.5.2 Prepare a chart of accounts. 12.5.3 Describe types of accounts. 12.5.4 Explain the purpose for double-entry accounting. 12.5.5 Describe the purpose for debits and credits in double-entry accounting. 12.5.6 Record business transactions. Correlated Mathematics Academic Content Benchmarks





BIL: Recommended

EDU: 10 12 AD I P

Competency 12.6: Analyze transactions impacting revenue, expenses and withdrawals. Descriptors: 12.6.1 Describe how temporary account transactions affect owner’s equity. 12.6.2 Maintain revenue accounts. 12.6.3 Maintain expense accounts. 12.6.4 Maintain withdrawals accounts. 12.6.5 Analyze revenue, expense and withdrawals transactions. 12.6.6 Balance ledger accounts.


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BIL: Recommended

EDU: 10 12 AD I P

Competency 12.7: Discuss types of accounting methods. Descriptors: 12.7.1 Explain the advantages and disadvantages of the cash basis of accounting. 12.7.2 Discuss which businesses are most likely to use the cash method. 12.7.3 Describe the advantages and disadvantages of the accrual basis of accounting. 12.7.4 Discuss what businesses are required to use the accrual accounting method. 12.7.5 Explain how a business is affected by the accounting method used. Correlated Mathematics Academic Content Benchmarks



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BIL: Recommended

EDU: 10 12 AD I P

Competency 12.8: Perform specialized accounting functions. Descriptors: 12.8.1 Create and maintain an accounts receivable subsidiary ledger. 12.8.2 Create and maintain an accounts payable subsidiary ledger. 12.8.3 Record transactions related to property ownership (e.g., acquisition, depreciation,

sale, mortgage and lease obligations, principal and interest payments). 12.8.4 Account for investments and withdrawals by owners. 12.8.5 Maintain inventory accounts (e.g., LIFO, FIFO, specific identification and

weighted average). 12.8.6 Use accounting software to maintain accounting records. 12.8.7 Perform electronic billing. 12.8.8 Prepare financial reports. Correlated English Language Arts Academic Content Benchmarks









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BIL: Recommended

EDU: 10 12 AD I P

Competency 12.9: Maintain cash controls Descriptors: 12.9.1 Explain cash control procedures (e.g., signature cards, deposit slips, internal and

external controls, cash clearing). 12.9.2 Prove cash. 12.9.3 Journalize and post entries to establish and replenish petty cash. 12.9.4 Write checks. 12.9.5 Process checks. 12.9.6 Journalize and post entries related to banking activities. 12.9.7 Explain the benefits of electronic funds transfer (EFT). 12.9.8 Prepare bank deposits. 12.9.9 Prepare purchase requisitions. 12.9.10 Prepare purchase orders. 12.9.11 Prepare sales slips. 12.9.12 Prepare invoices. 12.9.13 Verify invoices. 12.9.14 Handle delinquent bills. 12.9.15 Process credit card transactions. 12.9.16 Process refunds. Correlated English Language Arts Academic Content Benchmarks







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Unit 13: Financial Management

BIL: Essential

EDU: 10 12 AD I P R

Competency 13.1: Acquire foundational knowledge of finance to recognize its contribution to a business.

Descriptors: 13.1.1 Explain the role of finance in business. 13.1.2 Discuss the role of ethics in finance. 13.1.3 Explain legal considerations for finance.

BIL: Recommended

EDU: 10 12 AD I

Competency 13.2: Develop financial skills to obtain business credit and to control its use. Descriptors: 13.2.1 Explain the purposes for and importance of obtaining business credit. 13.2.2 Analyze critical banking relationships. 13.2.3 Make critical decisions regarding acceptance of bank cards. 13.2.4 Determine financing needed for business operations. 13.2.5 Identify risks associated with obtaining business credit. 13.2.6 Explain sources of financial assistance. 13.2.7 Explain loan evaluation criteria used by lending institutions. 13.2.8 Complete a loan application package. Correlated English Language Arts Academic Content Benchmarks






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BIL: Recommended

EDU: 10 12 AD P

Competency 13.3: Describe the scope of financial information needed to accurately report and analyze a business’ financial position.

Descriptors: 13.3.1 Describe types of accounting systems (i.e., financial, tax, management and cost). 13.3.2 Discuss Securities and Exchange Commission (SEC) reporting requirements for

public companies traded in the United States. 13.3.3 Discuss the contents of and purposes for a corporate annual report. Correlated English Language Arts Academic Content Benchmarks








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Unit 14: Technology

BIL: Essential

EDU: 10 12 AD I P R

Competency 14.1: Assess the impact of technology on business activities. Descriptors: 14.1.1 Identify ways that technology impacts business. 14.1.2 Explain the scope of data communications tools. 14.1.3 Explain the role of information systems in organizations. 14.1.4 Explain the importance of emerging technologies and their applications to

business. 14.1.5 Analyze the ethical, social and political impact of information systems.

BIL: Essential

EDU: 10 12 AD I P R

Competency 14.2: Utilize office equipment to accomplish job assignments. Descriptors: 14.2.1 Operate a copier. 14.2.2 Operate a printer. 14.2.3 Operate a fax machine. 14.2.4 Operate a calculator. 14.2.5 Operate a postage meter. 14.2.6 Operate a scanner.

BIL: Essential

EDU: 10 12 AD P R R

Competency 14.3: Utilize computer operating systems. Descriptors: 14.3.1 Discuss principles of computer systems. 14.3.2 Use basic operating systems. 14.3.3 Manage files and folders.


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BIL: Essential

EDU: 10 12 AD P R R

Competency 14.4: Use the Internet to access available resources. Descriptors: 14.4.1 Explain the hierarchical structure of domain names. 14.4.2 Discuss the role of organizations in administring Internet activities. 14.4.3 Explain the role of internet service providers (ISPs). 14.4.4 Describe types of resources that can be accessed through the Internet (e.g., Web

pages, USENET newsgroups, listservs, files and programs, e-mail). 14.4.5 Use bookmarks. 14.4.6 Organize bookmarks.

BIL: Essential

EDU: 10 12 AD P R R

Competency 14.5: Perform basic Web search skills. Descriptors: 14.5.1 Explain the importance of search engines in locating information. 14.5.2 Locate specified topics on the Web. 14.5.3 Access specified topics through links on a Web page. 14.5.4 Download and save information. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD P R R

Competency 14.6: Demonstrate basic e-mail functions Descriptors: 14.6.1 Explain the features (capabilities) of e-mail. 14.6.2 Discuss e-mail etiquette. 14.6.3 Write and send a professional e-mail message. 14.6.4 Reply to an e-mail message. 14.6.5 Forward an e-mail message.


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14.6.6 Add a signature file. 14.6.7 Open attachments. 14.6.8 Save attachments to the computer’s hard drive. 14.6.9 Append attachments. 14.6.10 Label messages. 14.6.11 Add names to the address book. 14.6.12 Set up a distribution list. 14.6.13 Put message in the outbox. 14.6.14 Sort mail. 14.6.15 Search for messages. 14.6.16 Use e-mail shortcuts. 14.6.17 Use auto-responder. 14.6.18 Post a message on a listserv. 14.6.19 Create a new e-mail folder. 14.6.20 Store e-mail messages in folders. Correlated English Language Arts Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD P R R

Competency 14.7: Demonstrate personal information management and productivity applications.

Descriptors: 14.7.1 Describe the capabilities of personal information management and productivity

applications. 14.7.2 Use the address book application. 14.7.3 Use the calculator. 14.7.4 Use the notes application. 14.7.5 Use the scheduler application. 14.7.6 Use the to-do application. 14.7.7 Use the global search application.


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BIL: Essential

EDU: 10 12 AD P R R

Competency 14.8: Demonstrate basic word processing skills. Descriptors: 14.8.1 Identify capabilities of word processing software. 14.8.2 Enter and store text in a word processing application. 14.8.3 Search for and replace text in a document stored in a word processing application. 14.8.4 Retrieve, edit and print a document stored in a word processing application. 14.8.5 Cut and paste information from one text document into another in a word

processing application. 14.8.6 Create a text document containing columns in a word processing application. 14.8.7 Insert and print a graph in a word processing document. 14.8.8 Utilize the page numbering feature. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P R

Competency 14.9: Use advanced word processing features. Descriptors: 14.9.1 Calculate values within a table. 14.9.2 Create a document using the borders feature. 14.9.3 Create, format, edit and delete a header and/or footer within a document. 14.9.4 Use merge functions. 14.9.5 Create styles for documents. 14.9.6 Use outlining features. 14.9.7 Generate an index. 14.9.8 Generate a table of contents automatically from marked section headings. 14.9.9 Number the lines in a document automatically. 14.9.10 Create footnotes and/or endnotes within a document. 14.9.11 Create and apply macros.


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• Use style guides to produce oral and written reports that give proper credit for sources (e.g., words, ideas, images and information) and include an acceptable format for source acknowledgement. (Research D, 8-10; Research D, 11-12)

BIL: Essential

EDU: 10 12 AD P R R

Competency 14.10: Use presentation software. Descriptors: 14.10.1 Identify the capabilities of presentation software. 14.10.2 Describe the characteristics of effective presentation documents. 14.10.3 Enter and store text into a presentation document. 14.10.4 Import graphics into a presentation document. 14.10.5 Develop builds and transitions for screens and/or slides. 14.10.6 Retrieve and edit screens and/or slides. 14.10.7 Add/Delete screens and/or slides. 14.10.8 Create presentations that are compelling, professional and visually appealing. Correlated English Language Arts Academic Content Benchmarks

• Prepare writing for publication that follows an appropriate format and uses a variety of techniques to enhance the final product. (Writing Processes F, 11-12)

• Give presentations using a variety of delivery methods, visual displays and technology. (Communication: Oral and Visual G, 8-10)

BIL: Essential

EDU: 10 12 AD I P R

Competency 14.11: Create basic databases. Descriptors: 14.11.1 Identify the capabilities of database software. 14.11.2 Create a database structure. 14.11.3 Construct queries. 14.11.4 Enter and store data. 14.11.5 Retrieve and modify data. 14.11.6 Delete database records. 14.11.7 Sort data in a database, given predetermined criteria.


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14.11.8 Output data into a report format. 14.11.9 Create a chart or graph using information in a database file. 14.11.10 Print labels from a database. 14.11.11 Print a database list and/or report. 14.11.12 Ensure data integrity. 14.11.13 Validate data. 14.11.14 Eliminate data redundancy (i.e., normalize data). Correlated English Language Arts Academic Content Benchmarks





• Apply reasoning processes and skills to construct logical verifications or counter-examples to test conjectures and to justify and defend algorithms and solutions. (Mathematical Processes D, 8-10)

BIL: Essential

EDU: 10 12 AD P R R

Competency 14.12: Create basic spreadsheets. Descriptors: 14.12.1 Describe the components of a spreadsheet. 14.12.2 Identify the capabilities of spreadsheet software. 14.12.3 Format spreadsheets. 14.12.4 Use basic formulas. 14.12.5 Enter and store data in a spreadsheet file. 14.12.6 Retrieve, edit and print data from a spreadsheet. 14.12.7 Create charts and graphs using information in a spreadsheet.


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BIL: Essential

EDU: 10 12 AD I P R

Competency 14.13: Use advanced spreadsheet functions to communicate information. Descriptors: 14.13.1 Sort rows alphabetically or numerically. 14.13.2 Select items that match specified selection criteria. 14.13.3 Use desktop publishing features offered in the spreadsheet application. 14.13.4 Create macros with the spreadsheet application. 14.13.5 Utilize statistics functions in spreadsheets. 14.13.6 Link files and 3D sheets. Correlated Mathematics Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P

Competency 14.14: Use advanced spreadsheet functions to analyze financial and business data.

Descriptors: 14.14.1 Use the Future Value function. 14.14.2 Use the Payment function. 14.14.3 Use the Goal Seek function.


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14.14.4 Use the Solver function. 14.14.5 Use the Pivot Tables function. 14.14.6 Use the IF function. 14.14.7 Use the SUMIF function. 14.14.8 Use the Lookup function. Correlated Mathematics Academic Content Benchmarks



• Use descriptive statistics to analyze and summarize data, including measures of center, dispersion, correlation and variability. (Data Analysis and Probability B, 11-12)

BIL: Essential

EDU: 10 12 AD I P R

Competency 14.15: Apply the most appropriate applications (word processing, spreadsheet, database, presentation, collaborative groupware, Web) to record, analyze and present information.

Descriptors: 14.15.1 Identify available applications. 14.15.2 Determine what applications are needed for the task. 14.15.3 Use the appropriate applications.

BIL: Essential

EDU: 10 12 AD I P R

Competency 14.16: Integrate business software applications. Descriptors: 14.16.1 Describe situations in which integration of software applications would be

beneficial. 14.16.2 Move and copy information between applications. 14.16.3 Embed information in applications. 14.16.4 Link objects between applications.


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BIL: Essential

EDU: 10 12 AD I P

Competency 14.17: Demonstrate collaborative/groupware applications. Descriptors: 14.17.1 Distinguish between collaborative/groupware applications and other software

applications. 14.17.2 Describe motivations for using collaborative/groupware applications. 14.17.3 Identify the properties of collaborative/groupware applications. 14.17.4 Discuss problems associated with using collaborative/groupware applications. 14.17.5 Explain infrastructure needs for collaborative/groupware applications. 14.17.6 Use real time interaction with collaborative/groupware applications. 14.17.7 Use the presence awareness feature to identify participants. 14.17.8 Use instant messaging to converse in real time with participants. 14.17.9 Use Web conferences. 14.17.10 Conduct a whiteboarding session. 14.17.11 Use team spaces to centralize and share information. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P

Competency 14.18: Create and post a basic Web page. Descriptors: 14.18.1 Explain the basic structure of a Web page. 14.18.2 Describe limitations associated with Web page creation (e.g., typography,

graphics files size, navigation). 14.18.3 Explain the importance of tags in structuring Web pages. 14.18.4 Discuss the importance of using a descriptive, useful title on a Web page. 14.18.5 Identify naming conventions for Web files. 14.18.6 Save and name Web files. 14.18.7 Identify information in HTML documents that will be ignored by browsers. 14.18.8 Set up an HTML document.


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14.18.9 Format the text of a Web page. 14.18.10 Discuss considerations in selecting a graphics format. 14.18.11 Add graphic elements to a Web page. 14.18.12 Add attributes to a tag for a Web page. 14.18.13 Add hypertext links in a Web page. 14.18.14 Display a document within a Web browser. 14.18.15 Upload a Web page. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P

Competency 14.19: Identify hardware and software system requirements that match business needs.

Descriptors: 14.19.1 Explain considerations in selecting hardware and software. 14.19.2 Discuss sources for hardware and software system requirement information. 14.19.3 Establish specifications for selecting hardware and software systems. 14.19.4 Determine the venture’s information technology needs.

BIL: Essential

EDU: 10 12 AD I P R

Competency 14.20: Develop the skills and knowledge needed to obtain technical support services.

Descriptors: 14.20.1 Use a logical and structured approach to isolate and identify problem sources and

to resolve problems. 14.20.2 Use resources for identifying and resolving problems (e.g., hardware, software,

online). 14.20.3 Use technical language to communicate with support technicians. 14.20.4 Recognize the need to keep up-to-date technologically.


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• Explain the influence of the English language on world literature, communications and popular culture. (Acquisition of Vocabulary C, 11-12)

BIL: Essential

EDU: 10 12 AD I P R

Competency 14.21: Exhibit legal and ethical behaviors when using technologies. Descriptors: 14.21.1 Adhere to the organization’s policies for technology use. 14.21.2 Describe the consequences of illegal and unethical use of technology. 14.21.3 Explain property, privacy, access and accuracy issues pertaining to technology. Correlated Social Studies Academic Content Benchmarks

• Critique data and information to determine the adequacy of support for conclusions (Social Studies Skills and Methods B, 11-12)


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Unit 15: Information Management

BIL: Essential

EDU: 10 12 AD P R R

Competency 15.1: Apply information literacy skills to the workplace. Descriptors: 15.1.1 Explain legal issues associated with the use of information. 15.1.2 Assess information needs. 15.1.3 Obtain needed information efficiently. 15.1.4 Evaluate the quality and the source of information. 15.1.5 Apply information to accomplish a task. 15.1.6 Store information for future use. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD P R R

Competency 15.2: Acquire a foundational knowledge of information management to recognize its contribution to a business.

Descriptors: 15.2.1 Discuss the purposes for information management. 15.2.2 Explain the role of ethics in information management. 15.2.3 Explain legal issues associated with information management. Correlated English Language Arts Academic Content Benchmarks



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BIL: Essential

EDU: 10 12 AD P R

Competency 15.3: Maintain business records. Descriptors: 15.3.1 Describe common business records. 15.3.2 Maintain customer records. 15.3.3 Maintain inventory records. Correlated English Language Arts Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD P R

Competency 15.4: Manage records. Descriptors: 15.4.1 Prepare a filing system appropriate for the media and the documents being stored. 15.4.2 Prepare a retention system appropriate for the media and the documents being

stored. 15.4.3 Identify the best method of records management (e.g., paper, electronic,

geographic, chronological and alphabetical). 15.4.4 Perform electronic and manual filing operations. 15.4.5 Retrieve files. 15.4.6 Archive information according to retention procedures. 15.4.7 Perform a periodic audit of records (e.g., retention, purge, security, storage

method).


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BIL: Recommended

EDU: 10 12 AD I

Competency 15.5: Acquire information to guide business decision making. Descriptors: 15.5.1 Describe current business trends. 15.5.2 Monitor internal records for business information. 15.5.3 Conduct an environmental scan to obtain business information. 15.5.4 Utilize statistics functions in spreadsheets to analyze data to assist in decision

making for solving business issues. Correlated English Language Arts Academic Content Benchmarks











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Unit 16: Knowledge Management

BIL: Essential

EDU: 10 12 AD I P

Competency 16.1: Explore knowledge management. Descriptors: 16.1.1 Describe why knowledge is considered an important asset for organizations. 16.1.2 Distinguish between explicit and tacit knowledge. 16.1.3 Explain why the difference between explicit and tacit knowledge is an important

distinction in knowledge management. 16.1.4 State reasons for implementing knowledge management. 16.1.5 Recognize barriers to knowledge management. 16.1.6 Examine the financial potential of knowledge management to the enterprise. 16.1.7 Describe the role of knowledge workers and their relationship to knowledge

management.

BIL: Recommended

EDU: 10 12 AD I

Competency 16.2: Discuss organizational culture and the role of knowledge management.

Descriptors: 16.2.1 Determine how an organization acquires culture. 16.2.2 Explain culture as tacit knowledge. 16.2.3 Explain the importance of organizational culture and its role in implementing

knowledge management.

BIL: Essential

EDU: 10 12 AD I R

Competency 16.3: Determine factors that affect knowledge management implementation.

Descriptors: 16.3.1 Identify cultural assumptions that derail a knowledge management approach. 16.3.2 Identify conditions that create favorable acceptance to knowledge management. 16.3.3 Create new values (rewards and recognitions) that support knowledge sharing.


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BIL: Recommended

EDU: 10 12 AD I

Competency 16.4: Capture and transfer strategic knowledge. Descriptors: 16.4.1 Identify factors that lead to loss of organizational knowledge. 16.4.2 Identify ways of preventing loss of knowledge. 16.4.3 Identify what knowledge is being lost in an organization. 16.4.4 Determine the consequences of knowledge loss. 16.4.5 Find solutions to knowledge loss. 16.4.6 Choose approaches in transferring strategic knowledge.


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Unit 17: Operations Management

BIL: Essential

EDU: 10 12 AD P R

Competency 17.1: Explain production’s role and function in business. Descriptors: 17.1.1 Explain the concept of production. 17.1.2 Describe production activities. 17.1.3 Describe the importance of production to an organization. 17.1.4 Discuss the importance of understanding the timeframe in which products are

produced. 17.1.5 Identify inputs organizations use for production. 17.1.6 Distinguish between tangible and intangible outputs. 17.1.7 Describe goals of production activities.

BIL: Essential

EDU: 10 12 AD P

Competency 17.2: Perform shipping and mailing functions. Descriptors: 17.2.1 Identify classes of mail and shipments. 17.2.2 Identify shipping services (e.g., priority, insured, certified, registered, overnight). 17.2.3 Identify types of shipping and mailing services (United Parcel Service [UPS],

U.S. Postal Service, private carriers). 17.2.4 Sort and distribute mail or shipments. 17.2.5 Identify delivery requirements (e.g., package, domestic, international). 17.2.6 Select the delivery methods and services appropriate for needs. Correlated English Language Arts Academic Content Benchmarks





83

BIL: Recommended

EDU: 10 12 AD I

Competency 17.3: Implement expense control strategies. Descriptors: 17.3.1 Explain overhead and operating costs. 17.3.2 Explain the employee’s role in expense control. 17.3.3 Control use of supplies. 17.3.4 Negotiate service and maintenance contracts. 17.3.5 Negotiate the lease or purchase of a facility. 17.3.6 Develop expense control plans. 17.3.7 Use budgets to control operations. Correlated English Language Arts Academic Content Benchmarks






BIL: Essential

EDU: 10 12 AD I P

Competency 17.4: Maintain property and equipment. Descriptors: 17.4.1 Identify routine activities for maintaining business facilities and equipment. 17.4.2 Plan a maintenance program.


84

Vendor/Supplier Relationships

BIL: Essential

EDU: 10 12 AD I P

Competency 17.5: Describe vendor/supplier relationships. Descriptors: 17.5.1 Explain the importance of good vendor/supplier relationships. 17.5.2 Describe techniques for maintaining vendor/supplier relationships.

BIL: Essential

EDU: 10 12 AD I P

Competency 17.6: Conduct a vendor/supplier search. Descriptors: 17.6.1 Identify ways of locating vendors/suppliers. 17.6.2 Explain use of technology in conducting vendor/supplier searches. 17.6.3 Describe procedures for conducting vendor/supplier searches. 17.6.4 Explain reasons for analyzing a vendor/supplier. 17.6.5 Identify potential vendors/suppliers (e.g., approved, preferred, partnered, certified,

pre-qualified, certifiable and disqualified).

Purchasing

BIL: Essential

EDU: 10 12 AD I P

Competency 17.7: Analyze organizational requirements for purchase requisitions. Descriptors: 17.7.1 Describe types of purchase orders. 17.7.2 Describe common organizational requirements for requisitions. 17.7.3 Identify a company’s socioeconomic commitments as they relate to requisitions

(e.g., environmentally friendly). 17.7.4 Analyze budgetary procedures for requisitions. 17.7.5 Explain common expense allocation processes.


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17.7.6 Describe the types of funds used for purchases (e.g., grants, capital). 17.7.7 Analyze priority procedures that businesses use for purchases. Correlated English Language Arts Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD I P

Competency 17.8: Purchase business supplies, equipment and services. Descriptors: 17.8.1 Place orders and reorders. 17.8.2 Maintain an inventory of supplies. Correlated English Language Arts Academic Content Benchmarks






86

Quality

BIL: Essential

EDU: 10 12 AD I P

Competency 17.9: Describe the crucial components of a quality culture. Descriptors: 17.9.1 Define quality. 17.9.2 Define continuous improvement of the quality process. 17.9.3 Explain reasons businesses focus on quality strategies. 17.9.4 Explain the importance of continuous improvement to business. 17.9.5 Explain strategies that can be implemented to assist in continuous improvement. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD P

Competency 17.10: Manage quality achievement. Descriptors: 17.10.1 Explain the importance of management’s commitment to quality achievement. 17.10.2 Describe tools that management can use to improve quality. 17.10.3 Determine the cost implications for quality attainment. 17.10.4 Develop a plan and/or program for achieving quality. 17.10.5 Develop a measurement system for reporting return on investment (ROI). Correlated Mathematics Academic Content Benchmarks




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• Apply mathematical modeling to workplace and consumer situations, including problem formulation, identification of a mathematical model, interpretation of solution within the model, and validation to original problem situation. (Mathematical Processes J, 11-12)




BIL: Recommended

EDU: 10 12 AD I

Competency 17.11: Implement quality control processes. Descriptors: 17.11.1 Explain factors impacting implementation of quality control measures. 17.11.2 Apply quality tools. 17.11.3 Establish efficient operating systems.


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Unit 18: Project Management

BIL: Essential

EDU: 10 12 AD I P

Competency 18.1: Describe project management. Descriptors: 18.1.1 Describe common project characteristics. 18.1.2 Describe the role of the project manager. 18.1.3 Describe the interpersonal skills that a successful project manager needs. 18.1.4 Summarize the reasons why an organization would use a project-based plan and

for what purpose. 18.1.5 Define the roles of project stakeholders. 18.1.6 Define common project inputs and outputs. 18.1.7 Explain how a project team meets project requirements. 18.1.8 Describe a project management system.

BIL: Essential

EDU: 10 12 AD I P

Competency 18.2: Describe a project life cycle. Descriptors: 18.2.1 Describe characteristics of a project life cycle. 18.2.2 Explain how project life cycles can vary. 18.2.3 Explain what each life cycle generally defines (e.g., technical work to do, when

the deliverables are to be generated, who is involved in each phase).

BIL: Essential

EDU: 10 12 AD I P

Competency 18.3: Explain standard project management processes. Descriptors: 18.3.1 Identify the stages of project management processes (i.e., initiate, plan, execute,

control, close). 18.3.2 Explain the interrelationships among the project management processes. 18.3.3 Explain selection decisions needed for project management processes.


89

BIL: Recommended

EDU: 10 12 AD I R

Competency 18.4: Employ processes to initiate a project. Descriptors: 18.4.1 Describe the initiation process. 18.4.2 Describe the types of documentation that are typically generated during the

initiation process. 18.4.3 Explain the purpose for the project charter. 18.4.4 Prepare a preliminary project scope statement. 18.4.5 Determine the project’s economic feasibility. 18.4.6 Determine the project’s goals. 18.4.7 Determine the project’s deliverables. 18.4.8 Determine the project’s process outputs. 18.4.9 Document the project’s constraints. 18.4.10 Document the project’s assumptions. 18.4.11 Determine the project’s strategy. 18.4.12 Identify performance criteria for the project. 18.4.13 Determine the project’s resource requirements. 18.4.14 Set the project’s budget. 18.4.15 Produce formal documents to initiate a project. Correlated English Language Arts Academic Content Benchmarks








90

BIL: Recommended

EDU: 10 12 AD I R

Competency 18.5: Employ processes to plan a project. Descriptors: 18.5.1 Describe the processes needed to plan a project. 18.5.2 Explain the components of a project management plan. 18.5.3 Explain the factors that are considered when determining a project’s scope. 18.5.4 Discuss the purpose for and components of a work breakdown structure (WBS). 18.5.5 Describe the outputs needed for defining and sequencing activities. 18.5.6 Describe the outputs needed for activity resource estimating. 18.5.7 Describe how a schedule is developed. 18.5.8 Determine the information and communication needs of stakeholders. 18.5.9 Explain the importance of human resources planning for a project. 18.5.10 Describe the inputs needed to estimate a project’s cost. 18.5.11 Describe how a cost baseline is reached. 18.5.12 Identify a project’s quality standards and determine how to meet them. 18.5.13 Determine roles, responsibilities and reporting relationships of project team

members. 18.5.14 Determine a project’s risk management activities. 18.5.15 Analyze the effects of potential risks on a project’s objectives. 18.5.16 Develop action plans to reduce threats posed by a project’s risks. 18.5.17 Develop a project procurement plan. Correlated English Language Arts Academic Content Benchmarks







91

BIL: Recommended

EDU: 10 12 AD I R

Competency 18.6: Employ processes to execute a project. Descriptors: 18.6.1 Explain the processes needed to execute a project. 18.6.2 Describe variances that can cause re-planning during the execution of a project. 18.6.3 Describe common outputs generated during a project’s execution. 18.6.4 Discuss how quality assurance is performed during a project’s execution. 18.6.5 Create a process for selecting a project’s sellers and vendors. 18.6.6 Communicate a project’s progress. Correlated English Language Arts Academic Content Benchmarks


BIL: Recommended

EDU: 10 12 AD I R

Competency 18.7: Employ processes to monitor and control a project. Descriptors: 18.7.1 Explain how the monitoring and controlling process functions throughout a

project. 18.7.2 Describe the steps in monitoring and controlling project work (i.e., collecting,

measuring and disseminating information; risk monitoring; status reporting). 18.7.3 Establish integrated change control measures (e.g., approving or rejecting

changes, determining whether changes occurred). 18.7.4 Control changes to a project’s scope and schedule. 18.7.5 Control changes to a project budget. 18.7.6 Monitor a project’s results to ensure that relevant standards are met. 18.7.7 Track the team’s performance a on project. 18.7.8 Perform risk monitoring and control tasks. 18.7.9 Prepare a performance report. Correlated English Language Arts Academic Content Benchmarks



92





BIL: Recommended

EDU: 10 12 AD I R

Competency 18.8: Employ processes to manage a project’s costs. Descriptors: 18.8.1 Prepare an annual baseline plan budget, broken down by time period, task and

cost. 18.8.2 Develop an estimate of each task’s cost. 18.8.3 Use tools to control the budget and expenses (e.g., project management systems,

spreadsheets, manual and automated financial systems). 18.8.4 Use statistical tools to calculate the probabilities of meeting the project’s costs. 18.8.5 Devise risk management methods to handle cost variances. 18.8.6 Control changes to the project’s budget. 18.8.7 Monitor project changes that affect the budget. 18.8.8 Revise the project’s budget as necessary. 18.8.9 Use cost performance reporting tools to control the project’s expenditures. 18.8.10 Determine which tasks are on or off the baseline budget and whether cash flows

are affected. Correlated Mathematics Academic Content Benchmarks



• Make predictions based on theoretical probabilities and experimental results. (Data Analysis and Probability K, 8-10)



93


BIL: Recommended

EDU: 10 12 AD I R

Competency 18.9: Employ processes to manage a project’s quality. Descriptors: 18.9.1 Determine which quality control standards are relevant to the project. 18.9.2 Develop a quality management plan that quantifies and coordinates the activities

and assesses the effectiveness, efficiency and quality of the system. 18.9.3 Conduct quality assurance activities to ensure that the project will satisfy the

quality standards. 18.9.4 Manage the technical quality of the system by using walkthroughs, reviews,

testing, defect removal, and independent validations and verification. 18.9.5 Act on negative results detected during quality control activities. Correlated Mathematics Academic Content Benchmarks


BIL: Recommended

EDU: 10 12 AD I R

Competency 18.10: Distribute project information. Descriptors: 18.10.1 Determine the information and communication needs of stakeholders (e.g., what

information, when it is needed, how and to whom it should be provided). 18.10.2 Develop a project communications plan. 18.10.3 Make necessary information available to project stakeholders in a concise and

timely fashion (e.g., using verbal, textual and graphical reporting tools). 18.10.4 Use earned value analysis to compare present status with the baseline to forecast

future trends. Correlated English Language Arts Academic Content Benchmarks

• Prepare writing for publication that is legible, follows an appropriate format and uses techniques such as electronic resources and graphics. (Writing Processes F, 8-10)



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• Use a variety of mathematical representations flexibly and appropriately to organize, record and communicate mathematical ideas. (Mathematical Processes E, 8-10)

BIL: Recommended

EDU: 10 12 AD I R

Competency 18.11: Control project risk. Descriptors: 18.11.1 Develop a risk management plan to document a project’s processes, activities,

milestones and responsibilities. 18.11.2 Assign resources for managing project risk. 18.11.3 Identify internal project risk (i.e., those under the control of the project). 18.11.4 Identify external project risk (i.e., those not under control of the project: economy,

political climate, and other projects). 18.11.5 Use risk management charts, spreadsheets and other tools to evaluate and

prioritize risks. 18.11.6 Communicate a project’s risks and possible results to stakeholders. 18.11.7 Document actual project risk events. Correlated English Language Arts Academic Content Benchmarks





95

BIL: Recommended

EDU: 10 12 AD I R

Competency 18.12: Perform project procurement management. Descriptors: 18.12.1 Develop agreements with external project vendors and contractors. 18.12.2 Prepare procurement support documentation (e.g., specifications, statements of

work, requests for information, requests for proposal, evaluation criteria, vendor lists).

18.12.3 Obtain proposals from project vendors/suppliers. 18.12.4 Select a proposal by applying evaluation criteria. 18.12.5 Establish the contract to ensure that all contractual parties are satisfied with the

terms and conditions of the project’s contract. 18.12.6 Control changes and amendments to the project’s procurement contract if changes

are required. 18.12.7 Monitor a contractor’s performance in relation to cost, schedule, scope and

quality. Correlated English Language Arts Academic Content Benchmarks






96

BIL: Recommended

EDU: 10 12 AD I R

Competency 18.13: Employ processes to close a project. Descriptors: 18.13.1 Describe the processes needed for closing a project. 18.13.2 Preserve a project’s records and tools. 18.13.3 Document “lessons learned” from the project. 18.13.4 Complete all contracts. 18.13.5 Conduct a post-project audit to ensure that the actuals, risks, general findings and

“lessons learned” are documented and disseminated, to support a continuous learning culture.




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Unit 19: Human Resources Management

BIL: Essential

EDU: 10 12 AD I P

Competency 19.1: Describe human resources management’s functions and importance to an organization.

Descriptors: 19.1.1 Identify responsibilities of the human resources management unit. 19.1.2 Explain the role of ethics in human resources management.

BIL: Recommended

EDU: 10 12 AD I R

Competency 19.2: Implement organizational skills to facilitate the work efforts of others. Descriptors: 19.2.1 Delegate work to others. 19.2.2 Schedule employees. 19.2.3 Assist employees with prioritizing work responsibilities.

BIL: Recommended

EDU: 10 12 AD I P

Competency 19.3: Coordinate efforts of cross-functional teams to achieve project and company goals

Descriptors: 19.3.1 Manage collaborative efforts. 19.3.2 Move employees into and out of projects. 19.3.3 Harmonize tasks, projects and employees in the context of business priorities. . Correlated English Language Arts Academic Content Benchmarks




98

BIL: Recommended

EDU: 10 12 AD I P

Competency 19.4: Screen job applications and résumés. Descriptors: 19.4.1 Describe the characteristics of an effective employment application. 19.4.2 Establish selection criteria for screening résumés. 19.4.3 Apply selection criteria for screening résumés. Correlated English Language Arts Academic Content Benchmarks


BIL: Recommended

EDU: 10 12 AD I P

Competency 19.5: Coach employees. Descriptors: 19.5.1 Discuss reasons for coaching employees. 19.5.2 Explain coaching techniques. 19.5.3 Select and apply coaching techniques. Correlated English Language Arts Academic Content Benchmarks



99

BIL: Recommended

EDU: 10 12 AD I P

Competency 19.6: Recognize and reward employees. Descriptors: 19.6.1 Discuss the relationship between employee recognition and employee morale. 19.6.2 Identify techniques that can be used to recognize and reward employees. 19.6.3 Explain the benefits associated with recognizing and rewarding employees. 19.6.4 Discuss challenges associated with recognizing and rewarding employees. 19.6.5 Explain job factors affecting employee morale. 19.6.6 Describe employee factors that affect employee morale. 19.6.7 Explain management’s role in building employee morale. 19.6.8 Describe ways that management can improve employee morale. 19.6.9 Align employee recognition and reward with particular events and occasions. 19.6.10 Employ recognition and reward techniques.

BIL: Recommended

EDU: 10 12 AD I P

Competency 19.7: Supervise staff. Descriptors: 19.7.1 Explain staff supervision techniques. 19.7.2 Discuss the need for ongoing staff supervision. 19.7.3 Monitor staff performance. 19.7.4 Implement staff supervision techniques. Correlated English Language Arts Academic Content Benchmarks



100

BIL: Recommended

EDU: 10 12 AD I P

Competency 19.8: Ensure equitable opportunities for employees. Descriptors: 19.8.1 Explain how the U.S. work force has changed from being described as a “melting

pot” to a “salad bowl”. 19.8.2 Cite demographic factors that have created diversity in the work force and in the

workplace. 19.8.3 Identify attitudinal factors that have created diversity in the work force and in the

workplace. 19.8.4 Describe legislative factors that promote and protect diversity in the work force

and in the workplace. 19.8.5 Explain the importance of managing diversity in the workplace. 19.8.6 Describe goals for managing diversity in the workplace. 19.8.7 Explain how the characteristics of a business affect the ways diversity is

managed. 19.8.8 Compare benefits and challenges of diverse staffing. 19.8.9 Assess diversity strategies. 19.8.10 Explain procedures for providing an equitable work environment for employees. 19.8.11 Assess equity of opportunities provided to employees. Correlated English Language Arts Academic Content Benchmarks


BIL: Recommended

EDU: 10 12 AD I P

Competency 19.9: Assess employee performance. Descriptors: 19.9.1 Explain purposes for employee performance assessments. 19.9.2 Identify factors to consider when assessing employee performance. 19.9.3 Describe types of employee assessments. 19.9.4 Explain considerations in assessing employee performance. 19.9.5 Research the legal consequences of using performance appraisals to terminate or

demote employees. 19.9.6 Explain procedures for assessing employee performance.


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19.9.7 Implement periodic, informal performance appraisals. 19.9.8 Assist supervisors and employees in recognizing the goals of a performance

appraisal. 19.9.9 Use performance appraisal tools. 19.9.10 Demonstrate procedures for assessing employee performance. Correlated English Language Arts Academic Content Benchmarks


BIL: Recommended

EDU: 10 12 AD I P

Competency 19.10: Discipline employees. Descriptors: 19.10.1 Distinguish between preventive and corrective discipline. 19.10.2 Discuss progressive discipline and the levels of punitive measures involved. 19.10.3 Compare and contrast standard business disciplinary practices (e.g.,

administrative leave, termination). 19.10.4 Explain reasons for disciplining employees. 19.10.5 Identify factors that affect decisions for employee discipline and the level of

punishment. 19.10.6 Examine the relationship between the effectiveness of performance appraisals and

employee discipline. 19.10.7 Describe when employees should be disciplined. 19.10.8 Explain the consequences of disciplining employees. 19.10.9 Discuss legal restrictions on disciplining employees. 19.10.10 Explain guidelines for disciplining employees. 19.10.11 Implement guidelines for disciplining employees. Correlated English Language Arts Academic Content Benchmarks




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Unit 20: Management

BIL: Essential

EDU: 10 12 AD I P





BIL: Recommended

EDU: 10 12 AD I R



goals. 20.2.4 Discuss management skills necessary for leading/directing at various management

levels. 20.2.5 Discuss importance of the evaluating/controlling function in the business


managing business.


104

BIL: Essential

EDU: 10 12 AD Managers I P


time bound). 20.3.3 Develop an office policies and procedures manual. Correlated English Language Arts Academic Content Benchmarks


BIL: Recommended

EDU: 10 12 AD I

Competency 20.4: Develop change management programs. Descriptors: 20.4.1 Describe factors/elements of change-management programs and activities. 20.4.2 Describe problems in change-management program execution. 20.4.3 Develop key performance indicators and measurements to use with change-








105

BIL: Essential



planning and policy-making processes. 20.5.2 Interpret information about an organization’s operations from internal sources to


practices and developments and technological developments from external sources in order to participate in strategic planning and policy making (e.g., publications, government documents, media and trade organizations).









106

BIL: Essential


Competency 20.6: Establish benchmarks. Descriptors: 20.6.1 Discuss performance measurements that can be used in benchmarking. 20.6.2 Collect information from key business and industry sources about their practices





BIL: Essential



(e.g., changing goals, changing strategies). 20.7.3 Select alternative that best matches the business need. 20.7.4 Effectively implement the new program or process. 20.7.5 Measure the effectiveness of new program or process. Correlated Mathematics Academic Content Benchmarks



107

BIL: Essential


Competency 20.8: Analyze cost/profit relationships to guide business decision making. Descriptors: 20.8.1 Explain the concept of productivity. 20.8.2 Analyze the effects of government expenditures and tax policies on productivity. 20.8.3 Analyze the impact of specialization/division of labor on productivity. 20.8.4 Explain the economic concepts of efficiency and equity. 20.8.5 Explain the concept of organized labor and business. 20.8.6 Explain the impact of the law of diminishing returns. 20.8.7 Describe the concept of economies of scale. 20.8.8 Describe cost/benefit analysis. 20.8.9 Determine relationships among total revenue, marginal revenue, output and profit. Correlated English Language Arts Academic Content Benchmarks










108






109


BIL: Recommended

EDU: 10 12 AD I R R



for business ventures. 21.1.2 Discuss the entrepreneurial discovery processes. 21.1.3 Assess global trends and opportunities. 21.1.4 Identify opportunities for venture creation. 21.1.5 Assess opportunities for venture creation. 21.1.6 Describe idea-generation methods. 21.1.7 Generate venture ideas. 21.1.8 Determine the feasibility of ideas. Correlated Mathematics Academic Content Benchmarks





BIL: Recommended

EDU: 10 12 AD I R R


Descriptors: 21.2.1 Describe entrepreneurial planning considerations. 21.2.2 Explain tools used by entrepreneurs for venture planning. 21.2.3 Assess start-up requirements.


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21.2.4 Assess risks associated with the venture. 21.2.5 Describe external resources useful to entrepreneurs during concept development. 21.2.6 Assess the need for using external resources for concept development. 21.2.7 Describe strategies for protecting intellectual property. 21.2.8 Identify business plan components. 21.2.9 Use components of the business plan to define the venture idea. Correlated English Language Arts Academic Content Benchmarks










BIL: Recommended

EDU: 10 12 AD I R R



creation and startup. 21.3.3 Select sources of financing venture creation and startup.


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21.3.4 Explain factors to consider in determining a venture’s human resources needs. 21.3.5 Explain considerations in deciding to hire staff. 21.3.6 Describe considerations in selecting capital resources. 21.3.7 Investigate capital resources needed for the venture. 21.3.8 Assess the costs and benefits associated with resources. Correlated English Language Arts Academic Content Benchmarks






BIL: Recommended

EDU: 10 12 AD I R R

Competency 21.4: Investigate launch strategies. Descriptors: 21.4.1 Use external resources to supplement entrepreneur’s expertise. 21.4.2 Explain the complexity of business operations. 21.4.3 Evaluate risk-taking opportunities. 21.4.4 Explain the need for business systems and procedures. 21.4.5 Describe interrelationships of organizational models (e.g., line, line and staff,


them. 21.4.7 Describe the use of operating procedures. 21.4.8 Explain methods and/or processes for organizing work flow. 21.4.9 Develop product and/or service. 21.4.10 Use creative problem solving in business activities and decisions. 21.4.11 Explain the impact of resource productivity on venture success. 21.4.12 Create processes for ongoing opportunity recognition. 21.4.13 Develop a plan for investing resources into improving current products or creating

new ones. 21.4.14 Adapt to changes in the business environment.


112









BIL: Recommended

EDU: 10 12 AD I R R






113

Unit 22: Marketing

BIL: Essential

EDU: 10 12 AD I P

Competency 22.1: Describe marketing’s role and function in business Descriptors: 22.1.1 Explain marketing and its importance in a global economy. 22.1.2 Discuss the marketing concept. 22.1.3 Describe marketing functions and related activities. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P

Competency 22.2: Acquire foundational knowledge of customer, client and business behavior to understand what motivates their decision making.

Descriptors: 22.2.1 Identify factors that motivate customers, clients and businesses. 22.2.2 Explain customer, client and business buying behavior. 22.2.3 Discuss techniques employees can use to motivate and inspire customer, client

and business decision making. Correlated Social Studies Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P

Competency 22.3: Explain the company’s unique selling proposition to recognize what sets the company apart from its competitors



114

BIL: Essential

EDU: 10 12 AD I P



performance.

BIL: Essential


Competency 22.5: Design a legal practice’s marketing plan. Descriptors: 22.5.1 Examine local marketing data (e.g., census data, local economics, business

coalitions, competition). 22.5.2 Identify a target market. 22.5.3 Examine supply and demand for legal services in the local area. 22.5.4 Conduct a comparative fee analysis. 22.5.5 Determine which promotional concepts are acceptable and within budget. 22.5.6 Create a marketing plan for the legal practice. Correlated English Language Arts Academic Content Benchmarks







115







Competency 22.6: Promote the legal practice. Descriptors: 22.6.1 Discuss the relationship between the legal practice’s image and its choice and use

of promotional materials. 22.6.2 Determine cost of promotional materials. 22.6.3 Create promotional materials that reinforce the legal practice’s image. 22.6.4 Participate in client development initiatives. Correlated English Language Arts Academic Content Benchmarks






116

BIL: Essential

EDU: 10 12 AD I P R

Competency 22.7: Implement the legal practice’s public relations plan Descriptors: 22.7.1 Investigate community focus and collaboration efforts (e.g., targeted messages,

sensitivity to cultural issues, community involvement, volunteer involvement). 22.7.2 Use public relations methods (e.g., speakers’ bureau, news articles, Web site

presentations, service brochures). 22.7.3 Obtain publicity in the media (e.g., press releases, public service announcements). 22.7.4 Coordinate and facilitate social functions. 22.7.5 Develop a plan for communicating damage control to audiences (e.g., public

relations, staff, clients). Correlated English Language Arts Academic Content Benchmarks

• Formulate writing ideas and identify a topic appropriate to the purpose and audience. (Writing Processes A. 8-10; Writing Processes A, 11-12)



BIL: Essential

EDU: 10 12 AD Managers P

Competency 22.8: Assess the marketing plan’s effectiveness. Descriptors: 22.8.1 Assess the marketing plan’s validity. 22.8.2 Apply metrics to assess the marketing plan’s effectiveness. 22.8.3 Modify the marketing plan if necessary. Correlated English Language Arts Academic Content Benchmarks



117







118






BIL: Essential

EDU: 10 12 AD I P R



BIL: Essential

EDU: 10 12 AD I P R

Competency 23.3: Respond appropriately to customers. Descriptors: 23.3.1 Reinforce service orientation through communication. 23.3.2 Respond to customer inquiries.


119




BIL: Essential

EDU: 10 12 AD I P R

Competency 23.4: Resolve conflicts with and for customers to encourage repeat business. Descriptors: 23.4.1 Handle difficult customers. 23.4.2 Handle customer complaints. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential


Competency 23.5: Deliver quality customer service. Descriptors: 23.5.1 Communicate company policies to customers. 23.5.2 Facilitate customer service through maintaining key information systems. 23.5.3 Monitor follow-through on commitments made to customers. 23.5.4 Monitor follow-up on problems. Correlated English Language Arts Academic Content Benchmarks




120

BIL: Essential





121


BIL: Essential

EDU: 10 12 AD I P R

Competency 24.1: Examine the foundation of United States’ law. Descriptors: 24.1.1 Explain why laws exist. 24.1.2 Describe the role of the U.S. Constitution in business law. 24.1.3 Describe the role of the Supreme Court. 24.1.4 Discuss the nature of law. 24.1.5 Describe the sources of law in the United States (e.g., the legislature, the





BIL: Recommended

EDU: 10 12 AD I R

Competency 24.2: Explore laws in a global marketplace. Descriptors: 24.2.1 Describe the sources of international law. 24.2.2 Describe import and export trade regulations. 24.2.3 Explain the impact of jurisdiction on legal rights. Correlated English Language Arts Academic Content Benchmarks



122



BIL: Essential

EDU: 10 12 AD P R



BIL: Essential

EDU: 10 12 AD I P R

Competency 24.4: Describe the functions of contracts. Descriptors: 24.4.1 Identify the required elements for creating a contract. 24.4.2 Differentiate among types of contracts (e.g., oral, written, implied; transferable,

nontransferable). 24.4.3 Describe the requirements for a contract to be enforceable. 24.4.4 Discuss the obligations and rights of parties in a contract. 24.4.5 Identify ways a contract can be discharged. 24.4.6 Describe breach of contract. 24.4.7 Explain remedies for when a breach of contract occurs. 24.4.8 Discuss the legal issues associated with electronic contracts and other online





123

BIL: Essential

EDU: 10 12 AD I P





BIL: Essential

EDU: 10 12 AD I P R



BIL: Essential


Competency 24.7: Explore the regulatory environment of U.S. businesses. Descriptors: 24.7.1 Discuss the legal considerations of debtor-creditor relationships. 24.7.2 Explain the importance of regulatory agencies. 24.7.3 Identify regulatory agencies.


124





BIL: Recommended

EDU: 10 12 AD I P

Competency 24.8: Describe consumers’ rights and responsibilities. Descriptors: 24.8.1 List services provided by consumer protection agencies. 24.8.2 Identify laws that protect consumers. 24.8.3 Identify reasons for bankruptcy laws. 24.8.4 Describe different forms of bankruptcy. 24.8.5 Explain bankruptcy proceedings.

BIL: Essential

EDU: 10 12 AD I P

Competency 24.9: Describe tax laws. Descriptors: 24.9.1 Identify tax laws (e.g., Social Security, Internal Revenue Service [IRS], state

income, capital gains). 24.9.2 Explain penalties for noncompliance with tax laws. Correlated English Language Arts Academic Content Benchmarks



125

BIL: Essential (Managers) Recommended (Support)

EDU: 10 12 AD I P



• Obtain and evaluate information from public records and other resources related to a public policy issue. (Social Studies Skills and Methods A, 11-12)

BIL: Essential

EDU: 10 12 AD I P

Competency 24.11: Describe employment law. Descriptors: 24.11.1 Describe the rights and responsibilities of parties to an employment contract. 24.11.2 Identify laws dealing with employment. 24.11.3 Identify legal rights of employees. 24.11.4 Discuss types of workplace regulations (e.g., OSHA, ADA). 24.11.5 Discuss employment relationships. 24.11.6 Explain the role of equal opportunity employment. 24.11.7 Describe the role of unions in business. 24.11.8 Explain retirement plans. 24.11.9 Describe pension and profit sharing laws. Correlated English Language Arts Academic Content Benchmarks





126

BIL: Essential

EDU: 10 12 AD I P

Competency 24.12: Describe environmental law. Descriptors: 24.12.1 Identify environmental agencies and regulations. 24.12.2 Identify applicable reference materials (e.g., Environmental Protection Agency

[EPA] guidelines, Occupational Safety and Health Administration [OSHA] references).

24.12.3 Explain procedures for reporting violations to the appropriate agency. 24.12.4 Discuss the impact of environmental law on businesses. Correlated English Language Arts Academic Content Benchmarks





BIL: Essential

EDU: 10 12 AD I P

Competency 24.13: Describe real estate law. Descriptors: 24.13.1 Distinguish between real and personal property. 24.13.2 Describe legal documents relating to residential transactions. 24.13.3 Describe the respective duties of landlords and tenants. 24.13.4 Explain a residential real estate settlement procedure. 24.13.5 Describe title insurance and financing documents. 24.13.6 Identify documents relating to the sale of commercial property. 24.13.7 Explain a commercial real estate settlement. 24.13.8 Explain real estate closing process.


127





128


BIL: Essential

EDU: 10 12 AD I P R

Competency 25.1: Explain types of risk Descriptors: 25.1.1 Identify types of risks to a business or a project (i.e., political, regulatory, cultural,





BIL: Essential


Competency 25.2: Discuss risk management. Descriptors: 25.2.1 Explain the concept of risk management. 25.2.2 Explain ways businesses and managers can protect themselves from risk. 25.2.3 Describe the concept of insurance. 25.2.4 Describe ways that risk can be reduced through careful planning. 25.2.5 Explain risk management across the enterprise. 25.2.6 Explain the role of management in reducing risk. 25.2.7 Explain principles of a sound risk management program. 25.2.8 Explain supplier/customer credit risk management and its effect on supply chain

partners.


129

BIL: Essential

EDU: 10 12 AD I P R

Competency 25.3: Abide by risk management policies and procedures for technology Descriptors: 25.3.1 Adhere to security policies for technology (e.g., acceptable use policy, Web page






BIL: Essential







130

BIL: Essential


Competency 25.5: Develop risk management policies. Descriptors: 25.5.1 Identify potential security issues. 25.5.2 Align risk management techniques with risks. 25.5.3 Establish policies for protecting company information and intangibles 25.5.4 Establish policies for maintaining a non-hostile work environment 25.5.5 Establish policies and procedures for maintaining physical security of the work

environment. 25.5.6 Develop a disaster recovery plan. 25.5.7 Develop an office security plan. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential





131

BIL: Essential

EDU: 10 12 AD P R

Competency 25.7: Implement security policies and procedures. Descriptors: 25.7.1 Identify security risks. 25.7.2 Explain routine security precautions. 25.7.3 Follow established security procedures and policies. 25.7.4 Protect company information and intangibles. 25.7.5 Document security checks, findings and incidents of breached security. 25.7.6 Seek the assistance of personnel appropriate to the given situation (e.g., irate

visitor or client). Correlated English Language Arts Academic Content Benchmarks


BIL: Essential





132

BIL: Essential

EDU: 10 12 AD I P R

Competency 25.9: Implement safety procedures Descriptors: 25.9.1 Follow instructions for using equipment, tools and machinery. 25.9.2 Follow safety precautions. 25.9.3 Prevent ergonomic injuries (e.g., repetitive motion activities, lifting and

transporting materials, posture). 25.9.4 Maintain a safe work environment. 25.9.5 Explain procedures for handling accidents. 25.9.6 Handle and report emergency situations. 25.9.7 Seek the assistance of personnel appropriate to the given situation (e.g., irate

visitor or client). Correlated English Language Arts Academic Content Benchmarks



BIL: Essential


Competency 25.10: Determine needed policies and procedures to protect employee and customer safety

Descriptors: 25.10.1 Identify potential safety issues. 25.10.2 Establish safety policies and procedures. 25.10.3 Develop an office safety plan. Correlated English Language Arts Academic Content Benchmarks



133

Unit 26: Communication Skills BIL: Essential

EDU: 10 12 AD I P R

Competency 26.1: Explain effective communications. Descriptors: 26.1.1 Explain the importance of effective communication in business. 26.1.2 Identify barriers to effective communication. 26.1.3 Describe techniques for overcoming barriers to effective communication. 26.1.4 Discuss issues involving digital and/or electronic communications (e.g., lack of

privacy, potential for forwarding information).

BIL: Essential

EDU: 10 12 AD I P R





134

BIL: Essential

EDU: 10 12 AD I P R






BIL: Essential

EDU: 10 12 AD Paralegals I P

Competency 26.4: Interview a client. Descriptors: 26.4.1 Disclose paralegal status to the client, attorneys, court or administrative agency,

or members of general public. 26.4.2 Formulate questions. 26.4.3 Gather and record accurate information. 26.4.4 Summarize the information. 26.4.5 Verify report facts.


135





BIL: Essential

EDU: 10 12 AD P R

Competency 26.5: Perform reception duties. Descriptors: 26.5.1 Greet visitors and clients. 26.5.2 Screen non-client visitors. 26.5.3 Explain delays to clients. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P R





136





BIL: Essential

EDU: 10 12 AD I P R


neatness, accuracy). 26.7.4 Select and utilize appropriate formats for professional writing. 26.7.5 Ensure word accuracy in communications (e.g., definitions, number referencing

or coding). 26.7.6 Plan, edit and revise written work consistent with professional standards. 26.7.7 Write business letters. 26.7.8 Write informational messages. 26.7.9 Write inquiries. 26.7.10 Write persuasive messages. 26.7.11 Write executive summaries. 26.7.12 Prepare simple written reports. 26.7.13 Prepare complex written reports. 26.7.14 Write proposals. Correlated English Language Arts Academic Content Benchmarks





137





BIL: Essential

EDU: 10 12 AD I P R

Competency 26.8: Use proper grammar and vocabulary. Descriptors: 26.8.1 Use correct subject/verb agreement in sentences. 26.8.2 Use correct noun/pronoun agreement in sentences. 26.8.3 Use correct use of adverbs and adjectives in sentences. 26.8.4 Use correct word usage in sentences. 26.8.5 Explain the importance of a technical vocabulary. 26.8.6 Use accepted legal vocabulary. 26.8.7 Explain the consequences of excessive use of jargon. 26.8.8 Explain the relationship of business success to proper grammar. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P

Competency 26.9: Compose legal documents. Descriptors: 26.9.1 Differentiate among types of legal documents (e.g., pleadings; contracts; forms

including deeds, wills, and mortgages). 26.9.2 Organize information and research materials in logical order for the attorney.


138

26.9.3 Explain the differences among sources of legal authority (e.g., statutes, cases, administrative codes).

26.9.4 Write legal documents. Correlated English Language Arts Academic Content Benchmarks





BIL: Essential

EDU: 10 12 AD P R

Competency 26.10: Prepare legal documents. Descriptors: 26.10.1 Discuss the forms, contents and functions of legal documents that are prepared as

part of the litigation process. 26.10.2 Manage data collection. 26.10.3 Assist in validating information (e.g., factual documents, evidence, exhibits, legal

client matters). 26.10.4 Draft legal documents in accordance with guidelines for individual office need

and/or format. 26.10.5 Prepare a table of contents and table of authorities. 26.10.6 Process legal documents (e.g., pleadings, contracts, agreements, wills, trusts, real

estate). 26.10.7 Prepare common court documents. 26.10.8 Prepare discovery requests and responses. 26.10.9 Prepare digests of deposition transcripts and other forms of recorded testimony. 26.10.10 Prepare pleadings. 26.10.11 Prepare exhibit lists. 26.10.12 Prepare written discovery requests designed to elicit specific relevant information

(e.g., notices, subpoenas). 26.10.13 Prepare proposals for prospective clients.


139





BIL: Essential

EDU: 10 12 AD I P R

Competency 26.11: Communicate using telecommunications tools Descriptors: 26.11.1 Describe proper verbal skills needed for handling telephone calls. 26.11.2 Explain standard procedures for handling telephone calls in a businesslike manner

(e.g., professionalism, consider inflection in voice, attitude conveyed). 26.11.3 Identify company policies regarding use of telecommunications tools (telephone,

answering machine, voice mail, e-mail, teleconferencing system). 26.11.4 Operate telecommunications equipment in accordance with company policy. 26.11.5 Communicate via telephone, voice mail, e-mail, facsimile, teleconferencing

system. 26.11.6 Keep up to date concerning new and emerging communications technologies. 26.11.7 Take complete and accurate telephone messages. 26.11.8 Deliver phone messages according to the criticality of the message. 26.11.9 Follow established telephone etiquette. Correlated English Language Arts Academic Content Benchmarks




140

BIL: Essential

EDU: 10 12 AD I P R

Competency 26.12: Manage telephone communications. Descriptors: 26.12.1 Apply telephone techniques in accordance with office protocol. 26.12.2 Establish a caller’s identity. 26.12.3 Determine the caller’s needs. 26.12.4 Screen calls per directives of professional staff. 26.12.5 Recognize indications of an urgent situation. 26.12.6 Document communication and action taken. Correlated English Language Arts Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD I P R







141



BIL: Essential

EDU: 10 12 AD I P R

Competency 26.14: Follow company guidelines when communicating in the business environment.

Descriptors: 26.14.1 Describe guidelines for communicating with other employees (e.g., protocol of


26.14.2 Explain ethical considerations in providing information. 26.14.3 Identify confidentiality issues in transmission of sensitive client information via

written, facsimile, e-mail or Internet transfer. 26.14.4 Explain use of interdepartmental/company communication. 26.14.5 Discuss the importance of following written and oral instructions in a legal office. 26.14.6 Follow directions. 26.14.7 Use appropriate manners in accordance with established protocols and company




EDU: 10 12 AD I P

Competency 26.15: Communicate effectively to provide information to staff. Descriptors: 26.15.1 Give directions for completing job tasks. 26.15.2 Conduct meetings. 26.15.3 Report business research. 26.15.4 Share positive suggestions with management.


142






BIL: Essential

EDU: 10 12 AD I P R




143


BIL: Essential

EDU: 10 12 AD I P R


BIL: Essential

EDU: 10 12 AD I P R

Competency 27.2: Explain the role of personality traits in the workplace. Descriptors: 27.2.1 Identify desirable personality traits important to business. 27.2.2 Identify personal characteristics needed for success in legal management and

support. 27.2.3 Exhibit self-confidence. 27.2.4 Demonstrate interest and enthusiasm. 27.2.5 Demonstrate initiative.

BIL: Essential

EDU: 10 12 AD I P R



144

BIL: Essential

EDU: 10 12 AD I P R

Competency 27.4: Identify with others’ feelings, needs and concerns. Descriptors: 27.4.1 Respect the privacy of others. 27.4.2 Show empathy for others. 27.4.3 Develop cultural sensitivity. 27.4.4 Explain the impact of political relationships within an organization. 27.4.5 Assist clients with special needs (e.g., physically challenged, hearing or visually

impaired, language barriers, referrals). Correlated English Language Arts Academic Content Benchmarks





BIL: Essential

EDU: 10 12 AD I R P


building. 27.5.3 Use consensus building skills. 27.5.4 Encourage team building. 27.5.5 Motivate team members. Correlated English Language Arts Academic Content Benchmarks




145



BIL: Essential

EDU: 10 12 AD I P R

Competency 27.6: Manage internal and external business relationships. Descriptors: 27.6.1 Treat others fairly at work. 27.6.2 Foster positive working relationships. 27.6.3 Participate in the organization’s community outreach activities. 27.6.4 Mentor fellow workers. 27.6.5 Interact professionally with lawyers, clients, witnesses, court personnel, co-

workers and other business professionals.

BIL: Essential

EDU: 10 12 AD I P R

Competency 27.7: Describe work ethic standards. Descriptors: 27.7.1 Define work ethic. 27.7.2 Identify factors that influence one’s work ethic. 27.7.3 Differentiate between law and ethics. 27.7.4 Describe how personal values are reflected in an employee’s work ethic. 27.7.5 Describe how interactions in the workplace affect an employee’s work ethic. 27.7.6 Describe how life changes affect personal work ethic. 27.7.7 Identify examples of unethical behavior at work. 27.7.8 Explain consequences of unprofessional and/unethical behavior. 27.7.9 Discuss consequences of breach of confidentiality. 27.7.10 Explain the need for professional and ethical standards. 27.7.11 Explain responsibility of the individual to apply ethical standards. 27.7.12 Identify responsibility to clients/customers and employers. 27.7.13 Describe ways to demonstrate a basic work ethic.


146

BIL: Essential

EDU: 10 12 AD I P R

Competency 27.8: Apply appropriate work ethic. Descriptors: 27.8.1 Adhere to company and/or governmental policies, procedures, rules and

regulations. 27.8.2 Exercise confidentiality (e.g., client information, office information and personal

information). 27.8.3 Adhere to rules of conduct. 27.8.4 Accept constructive criticism. 27.8.5 Offer constructive suggestions. 27.8.6 Exhibit pride in work. 27.8.7 Exhibit punctuality. 27.8.8 Demonstrate honesty and integrity. 27.8.9 Assume responsibility for decisions and actions. 27.8.10 Follow the chain of command. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P R

Competency 27.9: Demonstrate ethical behavior as a legal professional. Descriptors: 27.9.1 Discuss ethical responsibilities specifically affecting a legal professional (e.g.,

conflict of interest, competence, solicitation, fees, and protection of client funds). 27.9.2 Maintain a high level of integrity and ethics (e.g., American Bar Association

[ABA] Ethic Standards, National Court Reporter Association [NCRA] Ethic Standards).


147

BIL: Essential

EDU: 10 12 AD I P R

Competency 27.10: Recognize personal biases and stereotypes. Descriptors: 27.10.1 Identify situations in which discrimination exists. 27.10.2 Describe consequences of discrimination. 27.10.3 Explain how federal laws protect against discrimination. 27.10.4 Describe steps for identifying personal biases and stereotypes. 27.10.5 Explain why diversity is an asset to an organization. Correlated Social Studies Academic Content Benchmarks


• Critique data and information to determine the adequacy of support for conclusion. (Social Studies Skills and Methods B, 11-12)

BIL: Essential

EDU: 10 12 AD I P R


weekly master list, technology, prioritizing, delegating, to-do list). 27.11.2 Explain time management processes. 27.11.3 List benefits of time management. 27.11.4 Utilize current technology as a tool for time management. 27.11.5 Prioritize daily office activities (e.g., what and when items need the attorney’s

attention). 27.11.6 Manage deadlines (e.g., filing, applications).


148

BIL: Essential

EDU: 10 12 AD I P R

Competency 27.12: Function as a self-managed employee. Descriptors: 27.12.1 Demonstrate organizational skills. 27.12.2 Make long-term and short-term plans. 27.12.3 Multi-task to achieve work goals. 27.12.4 Evaluate progress. 27.12.5 Report progress. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P R

Competency 27.13 Apply decision making techniques. Descriptors: 27.13.1 Identify the decision to be made. 27.13.2 Identify appropriate alternatives and consequences. 27.13.3 Make the decision based on facts, legality, ethics, goals and culture. 27.13.4 Apply time factors. 27.13.5 Present the decision to be implemented. 27.13.6 Evaluate the decision. 27.13.7 Accept responsibility for the decision. Correlated English Language Arts Academic Content Benchmarks



149

BIL: Essential

EDU: 10 12 AD I P R




BIL: Essential


Competency 27.15: Use critical thinking skills to approach legal issues, problems or situations.

Descriptors: 27.15.1 Identify interrelationships among cases, statutes, regulations and other legal

authorities. 27.15.2 Apply a recognized legal authority to specific factual situation(s). 27.15.3 Recognize when and why varied fact situations allow for exceptions to general

legal rules. 27.15.4 Determine when areas of the law are relevant to a specific situation. 27.15.5 Apply principles of professional ethics to specific fact situations. 27.15.6 Distinguish evidentiary facts from other material and/or controlling facts. 27.15.7 Identify factual omissions and inconsistencies. Correlated Social Studies Academic Content Benchmarks



150

BIL: Essential

EDU: 10 12 AD I P R

Competency 27.16: Apply conflict resolution skills. Descriptors: 27.16.1 Explain the effects of conflicts in the workplace (e.g., loss of morale,

productivity). 27.16.2 Describe conflict resolution skills. 27.16.3 Describe the conflict cycle (e.g., how it begins, how it escalates). 27.16.4 Describe conflict management styles (e.g., avoidance). 27.16.5 Describe negotiation. 27.16.6 Describe mediation. 27.16.7 Use conflict resolution skills. Correlated English Language Arts Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD I P R



151

BIL: Essential

EDU: 10 12 AD I P


BIL: Recommended

EDU: 10 12 AD I R



152

BIL: Recommended

EDU: 10 12 AD I R

Competency 27.20: Describe cultural knowledge needed for global business relations Descriptors: 27.20.1 Explain the usage of names, titles and ranks in different cultures and countries. 27.20.2 Identify cultural differences in food, dress and social behaviors throughout the


globally. 27.20.4 Identify appropriate uses of gift giving in business relationships among world








153


BIL: Essential

EDU: 10 12 AD I P R

Competency 28.1: Acquire self-development skills. Descriptors: 28.1.1 Maintain appropriate personal appearance. 28.1.2 Set personal goals.

BIL: Essential

EDU: 10 12 AD I P R




BIL: Essential

EDU: 10 12 AD I P R

Competency 28.3: Explore career pathways in legal management and support. Descriptors: 28.3.1 Identify career opportunities for graduates of legal management and support

programs (current and emerging). 28.3.2 Compare and contrast career areas in legal management and support. Correlated English Language Arts Academic Content Benchmarks



154

BIL: Essential

EDU: 10 12 AD I P R

Competency 28.4: Explain professional obligations of legal management and support staff.

Descriptors: 28.4.1 Discuss factors that lead attorneys to employ legal professionals (e.g., paralegals,

legal secretaries, legal assistants, court reporters, real-time reporters). 28.4.2 Identify the duties of a paralegal. 28.4.3 Identify the duties of a court reporter. 28.4.4 Describe the role of a manager in a legal services office. 28.4.5 Discuss supervision required to avoid situations that constitute an unauthorized

practice of law.

BIL: Essential

EDU: 10 12 AD I P R

Competency 28.5: Explain the organization and operation of law offices. Descriptors: 28.5.1 Identify types of practice arrangements used for the delivery of legal services. 28.5.2 Identify types of practice groups (e.g., intellectual property, public finance,

criminal defense, litigation, health care, tax law). 28.5.3 Discuss the administrative procedures commonly used in a law office (e.g.,

timekeeping, billing). Correlated English Language Arts Academic Content Benchmarks



155

BIL: Essential

EDU: 10 12 AD P R

Competency 28.6: Explore professional development opportunities Descriptors: 28.6.1 Research continuing education courses or programs available to enhance skills, to

remain current in the profession and for career advancement. 28.6.2 Describe certifications for business professionals. 28.6.3 Describe certifications available to employees in legal management and support

(e.g., Paralegal Association Competency Examination [PACE], Certified Legal Assistant [CLA], Certified Realtime Reporter [CRR], Certified Legal Management, Registered Professional Reporter [RPR]).

28.6.4 Identify professional association opportunities and resources (e.g., education opportunities, networking, conferences, newsletters, publications).

28.6.5 Identify professional associations available for affiliation as an employee in legal management and support positions.

28.6.6 Build internal and external mentor relationships. 28.6.7 Use Web sites for professional development. 28.6.8 Identify internal and external networking opportunities. 28.6.9 Discuss requirements for obtaining notary public credentials. 28.6.10 Interact with peer professionals. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P R



156


BIL: Essential

EDU: 10 12 AD I P R

Competency 29.1: Describe the fundamental principles of money needed to make financial exchanges

Descriptors: 29.1.1 Explain forms of financial exchange (cash, credit, debit, electronic funds transfer). 29.1.2 Identify types of currency (paper money, coins, bank notes, government bonds,

treasury notes). 29.1.3 Explain essential elements of a negotiable instrument. 29.1.4 Describe functions of money (medium of exchange, unit of measure, store of




BIL: Essential

EDU: 10 12 AD I P R

Competency 29.2: Analyze personal financial needs and goals. Descriptors: 29.2.1 Describe common financial needs (e.g., college, retirement, wills, insurance). 29.2.2 Set financial goals. 29.2.3 Develop a personal budget.


157







BIL: Essential

EDU: 10 12 AD I R P






158






BIL: Recommended

EDU: 10 12 AD I R



BIL: Recommended

EDU: 10 12 AD I R




159






160

Unit 30: Economics

BIL: Essential

EDU: 10 12 AD Managers P R







BIL: Essential





161










BIL: Essential

EDU: 10 12 AD I P R

Competency 30.3: Describe business’ contribution to society. Descriptors: 30.3.1 Explain the role of business in society. 30.3.2 Describe types of business activities. 30.3.3 Explain the cost of doing business.


162

BIL: Essential

EDU: 10 12 AD I P R


limited liability company, general partnership). 30.4.2 Identify the legal implications for establishing each type of organization. 30.4.3 Differentiate among types of corporations (e.g., profit, nonprofit, domestic and






BIL: Essential


Competency 30.5: Differentiate among economic systems. Descriptors: 30.5.1 Explain the types of economic systems. 30.5.2 Explain the concept of private enterprise. 30.5.3 Identify factors affecting a business’ profit. 30.5.4 Determine factors affecting business risk. 30.5.5 Explain the concept of competition. 30.5.6 Describe businesses’ market structures. 30.5.7 Explain firm behavior in competitive markets. 30.5.8 Discuss firm behavior in imperfect markets. Correlated English Language Arts Academic Content Benchmarks



163




EDU: 10 12 AD I P




EDU: 10 12 AD I P




30.7.2 Describe the concept of price stability as an economic measure.


164

30.7.3 Explain the basics of macroeconomic instability theories. 30.7.4 Discuss the measure of consumer spending as an economic indicator. 30.7.5 Discuss the impact of a nation’s unemployment rates. 30.7.6 Describe the economic impact of inflation on business. 30.7.7 Explain unemployment and inflation trade-offs. 30.7.8 Explain the economic impact of interest rate fluctuations. 30.7.9 Determine the impact of business cycles on business activities. 30.7.10 Explain how monetary and fiscal policies can be used to regulate business cycles. Correlated Mathematics Academic Content Benchmarks





BIL: Recommended

EDU: 10 12 AD I P

Competency 30.8: Discuss global trade’s impact on business decision making. Descriptors: 30.8.1 Describe how to create comparative advantage. 30.8.2 Explain the determinants of global trade flows. 30.8.3 Describe the determinants of exchange rates and their effects on domestic

economy. 30.8.4 Discuss the impact of cultural and social environments on world trade. 30.8.5 Describe ways that businesses can enter global markets. 30.8.6 Explain labor issues associated with global trade. 30.8.7 Describe the impact of regional trade organizations on global trade. 30.8.8 Evaluate the impact of world circumstances and events. 30.8.9 Evaluate influences on a nation’s ability to trade. Correlated English Language Arts Academic Content Benchmarks



165






BIL: Essential











166

Unit 31: Accounting

BIL: Essential

EDU: 10 12 AD I P R



BIL: Essential


Competency 31.2 Discuss Generally Accepted Accounting Principles (GAAP). Descriptors: 31.2.1 Explain the qualitative characteristics of accounting information (e.g., usefulness,








167


EDU: 10 12 AD P R


Descriptors: 31.3.1 Describe cash flow statements. 31.3.2 Explain balance sheets. 31.3.3 Describe income statements.


BIL: Essential


Competency 31.4: Apply the accounting equation. Descriptors: 31.4.1 Describe the relationship between property and financial claims. 31.4.2 Explain the significance of equities as used in accounting. 31.4.3 Explain the significance of the accounting equation. 31.4.4 Discuss types of basic assets. 31.4.5 Explain types of liabilities. 31.4.6 Discuss the importance of owner’s equity. 31.4.7 Describe the relationship between assets and claims on assets. 31.4.8 Demonstrate the effects of transactions on the accounting equation. Correlated English Language Arts Academic Content Benchmarks







168

BIL: Essential








BIL: Essential




169






BIL: Essential





EDU: 10 12 AD I P


sale, mortgage and lease obligations, principal and interest payments).


170

31.8.4 Account for investments and withdrawals by owners. 31.8.5 Determine inventory valuation (e.g., LIFO, FIFO, specific identification and

weighted average). 31.8.6 Use accounting software to maintain accounting records. 31.8.7 Manage payroll. 31.8.8 Prepare financial reports for review. Correlated English Language Arts Academic Content Benchmarks








BIL: Essential

EDU: 10 12 AD I P R

Competency 31.9: Maintain cash controls. Descriptors: 31.9.1 Explain cash control procedures (e.g., signature cards, deposit slips, internal and

external controls, and cash clearing). 31.9.2 Prove cash. 31.9.3 Journalize and post entries to establish and replenish petty cash. 31.9.4 Write checks. 31.9.5 Process checks. 31.9.6 Journalize and post entries related to banking activities.


171

31.9.7 Explain the benefits of electronic funds transfer (EFT). 31.9.8 Prepare bank deposits. 31.9.9 Prepare purchase requisitions. 31.9.10 Prepare purchase orders. 31.9.11 Prepare invoices. 31.9.12 Collect payments. 31.9.13 Post payments. 31.9.14 Process credit card transactions. 31.9.15 Issue receipts. Correlated English Language Arts Academic Content Benchmarks





• Communicate mathematical ideas orally and in writing with a clear purpose and appropriate for a specific audience. (Mathematical Processes I,11-12)


172


BIL: Essential

EDU: 10 12 AD I P R



BIL: Essential


Competency 32.2: Manage office budgets. Descriptors: 32.2.1 Confer with management to identify a strategic financial direction. 32.2.2 Evaluate the impact of incoming monies and how office resources are impacted

by cash flow. 32.2.3 Itemize factors affecting fee decisions (e.g., cost of equipment and supplies, time,

technical assistance, outside consulting for recommendations, office procedures) 32.2.4 Review a variance report. 32.2.5 Develop individual budgets (e.g., revenue, expense, operating, line-item,

department, cash flow, capital). 32.2.6 Prepare an annual budget aligned with business objectives. 32.2.7 Determine procedures for financial and accounting activities (e.g., model,

forecasting, benchmarking techniques, cost/benefit analysis). Correlated Mathematics Academic Content Benchmarks




173



BIL: Essential








174

BIL: Essential


Competency 32.4: Maintain accounting and financial control systems for a legal office. Descriptors: 32.4.1 Monitor the total office financial system. 32.4.2 Forecast financial expenditures, revenues, liability and capital budget needs. 32.4.3 Develop and analyze the accounting system needs for the legal practice. 32.4.4 Interpret and communicate financial information to audiences (e.g., legal

professionals, financial advisors, investment and retirement planning counselors, shareholders, staff) for their use in making decisions.

32.4.5 Monitor policies and procedures that direct the financial activities of the legal practice.

32.4.6 Design internal controls to safeguard the legal practice’s assets. 32.4.7 Maintain relationships with financial services providers. 32.4.8 Compare the services and charges of banking procedures available (e.g., credit

card services, automatic payment procedures, automatic transfer from client/payee to office account, safe deposit boxes).

32.4.9 Conduct an annual financial analysis in conjunction with the accountant and management.

32.4.10 Develop an audit control system (e.g., schedule for audits, types of audits, financial statement audits).

32.4.11 Develop a system for audit compliance. Correlated Mathematics Academic Content Benchmarks





175

BIL: Essential












176

Unit 33: Technology

BIL: Essential

EDU: 10 12 AD I P R



BIL: Essential

EDU: 10 12 AD I P R

Competency 33.2: Utilize office equipment to accomplish job assignments. Descriptors: 33.2.1 Operate a copier. 33.2.2 Operate a printer. 33.2.3 Operate a fax machines. 33.2.4 Operate a calculator. 33.2.5 Operate a postage meter. 33.2.6 Operate a scanner. 33.2.7 Transcribe information from a dictation machine.

BIL: Essential

EDU: 10 12 AD I P R

Competency 33.3: Utilize computer operating systems to perform work functions. Descriptors: 33.3.1 Discuss principles of computer systems. 33.3.2 Use basic operating systems. 33.3.3 Manage files and folders.


177

BIL: Essential

EDU: 10 12 AD P R

Competency 33.4: Manage a computer system. Descriptors: 33.4.1 Demonstrate computer skills (e.g., copying and saving files, spell check, grammar

check and computer security codes). 33.4.2 Create and maintain a computer dictionary, including legal terminology and/or

symbols and language. 33.4.3 Demonstrate knowledge of technical software specific to legal setting (e.g.,

litigation software and job tracking software). 33.4.4 Demonstrate knowledge of time entry software (billable hours). 33.4.5 Manage computer files (i.e., backup, purge and archive). 33.4.6 Access needed operating information (e.g., manufacturer’s manuals, software

documentation, computer support personnel) 33.4.7 Transfer information electronically with regard to liability, privacy and security

issues following office protocol.

BIL: Essential

EDU: 10 12 AD P R R

Competency 33.5: Use the Internet to access available resources. Descriptors: 33.5.1 Explain the hierarchical structure of domain names. 33.5.2 Discuss the role of organizations in administring of Internet activities. 33.5.3 Explain the role of internet service providers (ISPs). 33.5.4 Describe types of resources that can be accessed through the Internet (e.g., Web

pages, USENET newsgroups, listservs, files and programs, e-mail). 33.5.5 Use bookmarks. 33.5.6 Organize bookmarks. 33.5.7 Use tools to navigate the Internet.


178

BIL: Essential

EDU: 10 12 AD P R R



BIL: Essential

EDU: 10 12 AD P R R

Competency 33.7: Demonstrate basic e-mail functions. Descriptors: 33.7.1 Explain the features (capabilities) of e-mail. 33.7.2 Discuss e-mail etiquette. 33.7.3 Write and send a professional e-mail message. 33.7.4 Reply to an e-mail message. 33.7.5 Forward an e-mail message. 33.7.6 Add a signature file. 33.7.7 Open attachments. 33.7.8 Save attachments to the computer’s hard drive. 33.7.9 Append attachments. 33.7.10 Label messages. 33.7.11 Add names to the address book. 33.7.12 Set up a distribution list. 33.7.13 Put message in the outbox. 33.7.14 Sort mail. 33.7.15 Search for messages. 33.7.16 Use e-mail shortcuts. 33.7.17 Use auto-responder. 33.7.18 Post a message on a listserv. 33.7.19 Create a new e-mail folder. 33.7.20 Store e-mail messages in folders.


179





BIL: Essential

EDU: 10 12 AD I P R




BIL: Essential

EDU: 10 12 AD P R R

Competency 33.9: Demonstrate basic word processing skills Descriptors: 33.9.1 Identify capabilities of word processing software. 33.9.2 Enter and store text in a word processing application. 33.9.3 Search for and replace text in a document stored in a word processing application. 33.9.4 Retrieve, edit and print a document stored in a word processing application. 33.9.5 Cut and paste information from one text document into another in a word

processing application.


180

33.9.6 Create a text document containing columns in a word processing application. 33.9.7 Insert and print a graph in a word processing document. 33.9.8 Utilize the page numbering feature. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P R

Competency 33.10: Use advanced word processing features. Descriptors: 33.10.1 Calculate values within a table. 33.10.2 Create a document using the borders feature. 33.10.3 Create, format, edit and delete a header and footer within a document. 33.10.4 Use merge functions. 33.10.5 Create styles for documents. 33.10.6 Use outlining features. 33.10.7 Generate an index. 33.10.8 Generate a table of contents automatically from marked section headings. 33.10.9 Number the lines in a document automatically. 33.10.10 Create footnotes and/or endnotes within a document. 33.10.11 Create and apply macros. Correlated English Language Arts Academic Content Benchmarks



181

BIL: Essential

EDU: 10 12 AD P R R

Competency 33.11: Use presentation software. Descriptors: 33.11.1 Identify the capabilities of presentation software. 33.11.2 Describe the characteristics of effective presentation documents. 33.11.3 Enter and store text into a presentation document. 33.11.4 Import graphics into a presentation document. 33.11.5 Develop builds and transitions for screens and/or slides. 33.11.6 Retrieve and edit screens and/or slides. 33.11.7 Add/Delete screens and/or slides. 33.11.8 Create presentations that are compelling, professional and visually appealing. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P R

Competency 33.12: Create basic databases. Descriptors: 33.12.1 Identify the capabilities of database software. 33.12.2 Create a database structure. 33.12.3 Construct queries. 33.12.4 Enter and store data. 33.12.5 Retrieve and modify data. 33.12.6 Delete database records. 33.12.7 Sort data in a database, given predetermined criteria. 33.12.8 Output data into a report format. 33.12.9 Create a chart or graph using information in a database file. 33.12.10 Print labels from a database. 33.12.11 Print a database list and/or report. 33.12.12 Ensure data integrity. 33.12.13 Validate data. 33.12.14 Eliminate data redundancy (i.e., normalize data).


182







BIL: Essential

EDU: 10 12 AD P R R

Competency 33.13: Create basic spreadsheets. Descriptors: 33.13.1 Describe the components of a spreadsheet. 33.13.2 Identify the capabilities of spreadsheet software. 33.13.3 Format spreadsheets. 33.13.4 Use basic formulas. 33.13.5 Enter and store data in a spreadsheet file. 33.13.6 Retrieve, edit and print data from a spreadsheet. 33.13.7 Create charts and graphs using information in a spreadsheet. Correlated Mathematics Academic Content Benchmarks




183

BIL: Essential

EDU: 10 12 AD I P R




BIL: Recommended

EDU: 10 12 AD I R


Descriptors: 33.15.1 Use the Future Value function. 33.15.2 Use the Payment function. 33.15.3 Use the Goal Seek function. 33.15.4 Use the Solver function. 33.15.5 Use the Pivot Tables function. 33.15.6 Use the IF function. 33.15.7 Use the SUMIF function. 33.15.8 Use the Lookup function.


184





BIL: Essential

EDU: 10 12 AD P R R

Competency 33.16: Apply the most appropriate applications (word processing, spreadsheet, database, presentation, collaborative groupware, web) to record, analyze and present information.


BIL: Essential

EDU: 10 12 AD I P R




185

BIL: Recommended

EDU: 10 12 AD I R





BIL: Recommended

EDU: 10 12 AD I R


graphics files size, navigation). 33.19.3 Explain the importance of tags in structuring Web pages. 33.19.4 Discuss the importance of using a descriptive, useful title on a Web page. 33.19.5 Identify naming conventions for Web files. 33.19.6 Save and name Web files. 33.19.7 Identify information in HTML documents that will be ignored by browsers. 33.19.8 Set up an HTML document. 33.19.9 Format the text of a Web page.


186

33.19.10 Discuss considerations in selecting a graphics format. 33.19.11 Add graphic elements to a Web page. 33.19.12 Add attributes to a tag for a Web page. 33.19.13 Add hypertext links in a Web page. 33.19.14 Display a document within a Web browser. 33.19.15 Upload a Web page. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential




BIL: Essential


Competency 33.21: Manage a database for an information system. Descriptors: 33.21.1 Identify needs for a database (e.g., purchase or lease). 33.21.2 Secure database software. 33.21.3 Oversee database management and information systems.


187

BIL: Essential


Competency 33.22 Develop the skills and knowledge needed to obtain technical support services.


to resolve problems. 33.22.2 Use resources for problem identifying and resolving problems (e.g., hardware,

software, online). 33.22.3 Use technical language to communicate with support technicians. 33.22.4 Recognize the need to keep up to date technologically. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD P R R


• Critique data and information to determine the adequacy of support for conclusions (Social Studies Skills and Methods B, 11-12)


188


BIL: Essential

EDU: 10 12 AD I P R

Competency 34.1: Apply information literacy skills to the workplace. Descriptors: 34.1.1 Explain legal issues associated with the use of information. 34.1.2 Assess information needs. 34.1.3 Obtain needed information efficiently. 34.1.4 Use legal reference materials to locate appropriate information. 34.1.5 Cite sources of legal information. 34.1.6 Evaluate the quality and the source of information. 34.1.7 Apply information to accomplish a task. 34.1.8 Store information for future use. 34.1.9 Maintain an up-to-date library of legal resources (e.g., references, software

programs, documents). Correlated English Language Arts Academic Content Benchmarks



BIL: Essential


Competency 34.2: Conduct legal research. Descriptors: 34.2.1 Maintain an up-to-date library of legal references, software programs and

documents. 34.2.2 Use computer-assisted legal research programs and other electronic resources to

identify, locate, verify and document. 34.2.3 Locate applicable statutes, administrative regulations, constitutional provisions,

court cases, treaties, law review articles and primary source materials. 34.2.4 Use computer-assisted legal research programs to locate primary materials (e.g.,

LexisNexis, Westlaw). 34.2.5 Use the resources of a standard law library to locate an applicable legal

encyclopedia. 34.2.6 Contact government agencies to obtain information when necessary. 34.2.7 Draft a release or request to access records (e.g., medical, corporate).


189







BIL: Essential

EDU: 10 12 AD I P R


Descriptors: 34.3.1 Discuss the purpose for information management. 34.3.2 Explain the role of ethics in information management. 34.3.3 Explain legal issues associated with information management. Correlated English Language Arts Academic Content Benchmarks



190

BIL: Essential

EDU: 10 12 AD I P R

Competency 34.4: Maintain business records. Descriptors: 34.4.1 Describe common business records. 34.4.2 Maintain a record of billable hours. 34.4.3 Maintain inventory records. 34.4.4 Maintain warranty information and data. 34.4.5 Maintain file of current MSDS (Materials Safety Data Sheets) applicable to the

specific office. Correlated English Language Arts Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD P R

Competency 34.5: Maintain client records. Descriptors: 34.5.1 Open a client file. 34.5.2 Process incoming client communications (e.g., e-mails, documents). 34.5.3 Follow the appropriate routing process. 34.5.4 File information in accordance with office protocol. 34.5.5 Store and maintain inactive records (e.g., electronic and paper copy). Correlated English Language Arts Academic Content Benchmarks



191

BIL: Essential

EDU: 10 12 AD I P R



geographic, chronological and alphabetical). 34.6.4 Perform electronic and manual filing operations. 34.6.5 Retrieve files. 34.6.6 Archive information according to retention procedures. 34.6.7 Perform a periodic audit of records (e.g., retention, purge, security, storage

method).

BIL: Essential

EDU: 10 12 AD P R

Competency 34.7: Manage scheduling. Descriptors: 34.7.1 Manage appointments according to professional staffs’ schedule. 34.7.2 Manage the appointment calendar (e.g., paper, electronic). 34.7.3 Process appointments in accordance with office protocol. 34.7.4 Coordinate appointments with multiple parties. 34.7.5 Coordinate internal and external services related to client matters. 34.7.6 Reserve conference rooms. 34.7.7 Confirm appointments. 34.7.8 Facilitate referrals for clients. 34.7.9 Schedule depositions. 34.7.10 Manage scheduling issues. Correlated English Language Arts Academic Content Benchmarks




192

BIL: Essential

EDU: 10 12 AD P R

Competency 34.8: Maintain the docket system. Descriptors: 34.8.1 Coordinate and manage the document production schedule. 34.8.2 Control the calendar, tickler file and scheduling. 34.8.3 Notify attorney of deadlines. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential


Competency 34.9: Locate witnesses. Descriptors: 34.9.1 Identify potential witnesses. 34.9.2 Conduct a manual search (e.g., relatives, phone book, neighbors). 34.9.3 Conduct an Internet-based search. 34.9.4 Verify witness’ identities. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P

Competency 34.10 Assist in preparing for litigation. Descriptors: 34.10.1 Maintain the case file for trial, hearing, conference and/or settlement. 34.10.2 Organize pleadings, trial exhibits and other documents.


193



BIL: Essential


Competency 34.11: Acquire information to guide business decision making. Descriptors: 34.11.1 Describe current business trends. 34.11.2 Monitor internal records for business information. 34.11.3 Conduct SWOT (strengths, weaknesses, opportunities, threats) for use in long-

term planning. 34.11.4 Conduct an environmental scan to obtain business information. 34.11.5 Utilize statistics functions in spreadsheets to analyze data to assist in decision












194


BIL: Essential

EDU: 10 12 AD I P



management.

BIL: Essential

EDU: 10 12 AD I P R




BIL: Recommended

EDU: 10 12 AD I R




195


EDU: 10 12 AD I P



196


BIL: Essential

EDU: 10 12 AD I P R



BIL: Essential

EDU: 10 12 AD P

Competency 36.2: Perform shipping and mailing functions. Descriptors: 36.2.1 Identify classes of mail and shipments. 36.2.2 Identify shipping services (e.g., priority, insured, certified, registered, overnight). 36.2.3 Identify types of shipping and mailing services (United Parcel Service [UPS],

U.S. Postal Service, private carriers). 36.2.4 Process incoming and outgoing mail and packages. 36.2.5 Identify delivery requirements (e.g., package, domestic, international). 36.2.6 Select the delivery methods and services appropriate for needs. Correlated English Language Arts Academic Content Benchmarks





197

BIL: Essential

EDU: 10 12 AD I P

Competency 36.3: Implement expense control strategies. Descriptors: 36.3.1 Explain overhead and operating costs. 36.3.2 Explain the employee’s role in expense control. 36.3.3 Control use of supplies. 36.3.4 Negotiate service and maintenance contracts. 36.3.5 Negotiate the lease or purchase of a facility. 36.3.6 Conduct analyses to identify needs for the office setting to operate in a cost-

effective and efficient manner. 36.3.7 Develop expense control plans. 36.3.8 Use budgets to control operations. Correlated English Language Arts Academic Content Benchmarks






BIL: Essential

EDU: 10 12 AD I P

Competency 36.4: Maintain property and equipment. Descriptors: 36.4.1 Identify routine activities for maintaining business facilities and equipment. 36.4.2 Schedule routine equipment maintenance and repairs. 36.4.3 Plan a maintenance program. 36.4.4 Monitor property maintenance needs. 36.4.5 Manage space leased to outside tenants within the building. 36.4.6 Assist in designing office space to maximize its use.


198

BIL: Essential

EDU: 10 12 AD I P R

Competency 36.5: Open and close the legal office. Descriptors: 36.5.1 Identify considerations when opening and closing the legal office. 36.5.2 Follow procedures for opening and closing the legal office. Correlated Mathematics Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD P R


BIL: Essential

EDU: 10 12 AD P R




199

Purchasing

BIL: Essential

EDU: 10 12 AD I P

Competency 36.8: Purchase business supplies, equipment and services. Descriptors: 36.8.1 Process purchase requisitions for needed supplies. 36.8.2 Place orders and reorders. 36.8.3 Maintain an inventory of supplies. Correlated English Language Arts Academic Content Benchmarks





BIL: Essential

EDU: 10 12 AD I P

Competency 36.9: Develop purchasing procedures. Descriptors: 36.9.1 Identify office technology, equipment, supplies and furnishing needs (e.g.,

financial or word processing software, individual office needs, office equipment). 36.9.2 Conduct a comparative analysis for purchasing (e.g., quantity orders, individual or

group, Internet, costs, features). 36.9.3 Compare features and costs to make a decision for purchase. 36.9.4 Seek competitive bids. 36.9.5 Maintain a depreciation schedule for equipment items. 36.9.6 Recommend purchases to the employer for a final decision.


200




Quality

BIL: Essential

EDU: 10 12 AD P R





201

BIL: Essential


Competency 36.11: Manage quality achievement. Descriptors: 36.11.1 Explain the importance of management’s commitment to quality achievement. 36.11.2 Describe tools that management can use to improve quality. 36.11.3 Determine the cost implications for quality attainment. 36.11.4 Develop a plan and/or program for achieving quality. 36.11.5 Develop and implement a process improvement program. 36.11.6 Develop a measurement system for reporting return on investment (ROI). Correlated Mathematics Academic Content Benchmarks





BIL: Essential

EDU: 10 12 AD P R

Competency 36.12: Implement quality control processes. Descriptors: 36.12.1 Explain factors impacting implementation of quality control measures. 36.12.2 Apply quality tools. 36.12.3 Conduct analyses to identify needs for the office setting to operate in a cost

effective and efficient manner. 36.12.4 Establish efficient operating systems.


202


BIL: Essential

EDU: 10 12 AD P R



BIL: Essential


Competency 37.2: Employ standard project management processes. Descriptors: 37.2.1 Identify the stages of project management processes (i.e., initiate, plan, execute,

control, close). 37.2.2 Explain the interrelationships among the project management processes. 37.2.3 Explain selection decisions needed for project management processes. 37.2.4 Complete a project using standard project management processes.


203

Unit 38: Human Resources Management BIL: Essential

EDU: 10 12 AD I P



BIL: Essential

EDU: 10 12 AD I P

Competency 38.2 Implement organizational skills to facilitate the work efforts of others. Descriptors: 38.2.1 Delegate work to others. 38.2.2 Schedule employees. 38.2.3 Assist employees with prioritizing work responsibilities.

BIL: Essential

EDU: 10 12 AD I P

Competency 38.3: Coordinate efforts of cross-functional teams to achieve project and company goals.

Descriptors: 38.3.1 Manage collaborative efforts. 38.3.2 Move employees into and out of projects. 38.3.3 Harmonize tasks, projects and employees in the context of business priorities. 38.3.4 Coordinate the efforts of outside consultants to audit office activities. Correlated English Language Arts Academic Content Benchmarks




204

BIL: Essential


Competency 38.4: Hire new employees. Descriptors: 38.4.1 Analyze staffing issues that impact hiring decisions. 38.4.2 Determine hiring needs. 38.4.3 Develop job descriptions. 38.4.4 Establish selection criteria for new hires. 38.4.5 Recruit new and existing employees. 38.4.6 Screen job applications and résumés. 38.4.7 Interview job applicants. 38.4.8 Select new and existing employees for job openings. 38.4.9 Make job offers. 38.4.10 Perform post-offer employment activities. Correlated English Language Arts Academic Content Benchmarks








205

BIL: Essential


Competency 38.5: Perform employee retention activities. Descriptors: 38.5.1 Orient new employees. 38.5.2 Design a training program. 38.5.3 Train new employees. 38.5.4 Identify and administer human resources development. 38.5.5 Coach employees. 38.5.6 Recognize and reward employees. 38.5.7 Supervise staff. 38.5.8 Ensure equitable opportunities for employees. 38.5.9 Develop an employee evaluation and appraisal system. 38.5.10 Assess employee performance. 38.5.11 Design a discipline protocol. 38.5.12 Discipline employees. 38.5.13 Implement dispute resolution policies and procedures. 38.5.14 Explain the roles of labor and management. 38.5.15 Discuss employee and labor relations issues. 38.5.16 Evaluate strategies for building cooperative employer-employee relationships. 38.5.17 Explain retirement planning. 38.5.18 Design an employee compensation and benefits package. Correlated English Language Arts Academic Content Benchmarks







• Use precise mathematical language and notations to represent problem situations and mathematical ideas. (Mathematical Processes F, 8-10)


206

BIL: Essential


Competency 38.6: Conduct employee exiting functions. Descriptors: 38.6.1 Determine and follow procedures prior to dismissing or firing employees. 38.6.2 Determine the strategic importance of the employee exit. 38.6.3 Adhere to employment-at-will regulations. 38.6.4 Release staff due to layoffs. 38.6.5 Terminate staff for cause. 38.6.6 Conduct employee exit activities. Correlated English Language Arts Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD P

Competency 38.7: Investigate compliance with employment laws. Descriptors: 38.7.1 Uphold laws in organizational policies and procedures. 38.7.2 Research HR policies, laws and regulations. 38.7.3 Monitor HR functions within the legal practice (e.g., observe, document,

investigate, discipline). Correlated English Language Arts Academic Content Benchmarks






207

Unit 39: Legal System

BIL: Essential

EDU: 10 12 AD Paralegals P R

Competency 39.1: Explain legal rights and responsibilities. Descriptors: 39.1.1 Describe different types of laws and their major functions to serve society. 39.1.2 Identify areas of law. 39.1.3 Discuss which areas of law are relevant to a particular situation. 39.1.4 Identify the rules of law affecting minors. 39.1.5 Identify difference between substantive and procedural law. 39.1.6 Define the concepts of duty, breach and proximate cause. 39.1.7 Define types of damages that can be awarded and what needs to be established to

collect. 39.1.8 Discuss a person’s rights in court (e.g., right to appeal, right to counsel, right to a

record). 39.1.9 Explain discovery tools. 39.1.10 Define statutes of limitations for areas of law. Correlated English Language Arts Academic Content Benchmarks




• Explain how the exercise of a citizen’s rights and responsibilities helps to strengthen a democracy. (Citizenship Rights and Responsibilities B, 11-12)


208

BIL: Essential

EDU: 10 12 AD I P R

Competency 39.2: Describe the court system. Descriptors: 39.2.1 Describe the differences between criminal and civil law. 39.2.2 Differentiate procedures for civil lawsuit versus criminal proceedings from initial

filing through appeal. 39.2.3 Discuss the remedies available through civil litigation. 39.2.4 Describe differences between state and federal court systems. 39.2.5 Describe how a case goes to trial. 39.2.6 Discuss the differences in functions and procedures among trial courts, appellate

courts and administrative hearings. 39.2.7 Discuss the functions performed by officials involved in the court system (e.g.,

attorneys, judges, court clerks, court reporters, investigators).

BIL: Essential

EDU: 10 12 AD I P

Competency 39.3: Describe trust, estate and probate laws. Descriptors: 39.3.1 Explain information needed to administer an estate. 39.3.2 Identify legal procedures of testamentary letters and letters of administration

through probate. 39.3.3 Identify legal procedures pertinent to estates. 39.3.4 Describe court documents commonly filed in connection with estate

administration. 39.3.5 Identify tax returns required for an estate. 39.3.6 Identify wills and trusts. 39.3.7 Explain types of power of attorney (POA) documents. 39.3.8 Explain the differences between intrastate and interstate. 39.3.9 Discuss the process of filing wills for probate. Correlated English Language Arts Academic Content Benchmarks




209


210

BIL: Essential

EDU: 10 12 AD I P

Competency 39.4: Describe family and domestic relations law. Descriptors: 39.4.1 Explain procedures for adoption, custody and guardianship processing. 39.4.2 Describe legal considerations with elder care. 39.4.3 Explain Medicare and Medicaid. 39.4.4 Interpret laws and guidelines for assisted living. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P

Competency 39.5: Describe immigration law. Descriptors: 39.5.1 Identify paperwork for naturalization. 39.5.2 Explain how to apply for a work permit. 39.5.3 Identify paperwork for client application for a Green Card. Correlated English Language Arts Academic Content Benchmarks


Medical Management and Support

Pathway


211


Unit 40: Management

BIL: Essential

EDU: 10 12 AD I P



delegating, controlling). 40.1.3 Identify management levels and their roles in the organization. 40.1.4 Discuss management theories. 40.1.5 Compare and contrast management styles in hospital settings and physician-

directed offices. Correlated English Language Arts Academic Content Benchmarks

• Use multiple resources to enhance comprehension of vocabulary. (Acquisition of Vocabulary F, 8-10; Acquisition of Vocabulary E, 11-12

BIL: Essential

EDU: 10 12 AD I P






managing business.


212

BIL: Essential


Competency 40.3: Develop a business plan for the medical practice. Descriptors: 40.3.1 Explain the importance of developing a business plan for a medical practice. 40.3.2 Identify situations in which a business plan should be developed. 40.3.3 Identify components of business plans. 40.3.4 Discuss the purposes for each business plan component. 40.3.5 Describe characteristics associated with effective preparation of each business

plan component. 40.3.6 Identify the organizational structure of medical practice to assist in achieving

goals (e.g., history, specialty areas, size and corporate structure). 40.3.7 Develop components of a business plan. Correlated English Language Arts Academic Content Benchmarks


• Determine the usefulness of organizers and apply appropriate pre-writing tasks. (Writing Processes B, 8-10)

• Edit to improve sentence fluency, grammar and usage. (Writing Processes D, 8-10) • Produce functional documents that report, organize and convey information and ideas

accurately, foresee readers’ problems or misunderstandings and that include formatting techniques that are user friendly. (Writing Applications C, 11-12)





213

BIL: Essential

EDU: 10 12 AD I P R


time bound). 40.4.3 Develop and maintain a medical office policy manual. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD P









214





BIL: Essential


Competency 40.6: Develop a strategic plan for a medical office. Descriptors: 40.6.1 Confer with managing partner(s) to identify the medical practice’s strategic

direction. 40.6.2 Assess current local trends (e.g., social, economic, political). 40.6.3 Evaluate the impact of incoming monies and how office resources are impacted

by payments from insurance companies, government agencies and private pay clients.









215

BIL: Essential

EDU: 10 12 AD I P






BIL: Essential

EDU: 10 12 AD I P


(e.g., changing goals, changing strategies). 40.8.3 Select an alternative that best matches the business need. 40.8.4 Effectively implement the new program or process. 40.8.5 Measure effectiveness of the new program or process. Correlated Mathematics Academic Content Benchmarks



216

BIL: Essential

EDU: 10 12 AD P R

Competency 40.9: Analyze cost/profit relationships to guide business decision making. Descriptors: 40.9.1 Explain the concept of productivity. 40.9.2 Analyze the impact of specialization/division of labor on productivity. 40.9.3 Explain the concept of organized labor and business. 40.9.4 Explain the impact of the law of diminishing returns. 40.9.5 Describe the concept of economies of scale. 40.9.6 Describe cost/benefit analysis. 40.9.7 Determine relationships among total revenue, marginal revenue, output and profit. Correlated English Language Arts Academic Content Benchmarks













217

BIL: Essential


Competency 40.10: Assess the effectiveness of strategic plans. Descriptors: 40.10.1 Assess the validity of strategic plans. 40.10.2 Apply metrics to assess the effectiveness of strategic plans. 40.10.3 Modify strategic plans if necessary. Correlated English Language Arts Academic Content Benchmarks




• Design and perform a statistical experiment, simulation or study; collect and interpret data; and use descriptive statistics to communicate and support predictions and conclusions. (Data Analysis and Probability C, 11-12)

BIL: Essential


Competency 40.11: Assess the effectiveness of the business plan. Descriptors: 40.11.1 Assess the validity of the business plan. 40.11.2 Apply metrics to assess the effectiveness of the business plan. 40.11.3 Modify the business plan if necessary. Correlated English Language Arts Academic Content Benchmarks




218




BIL: Essential

EDU: 10 12 AD P

Competency 40.12: Develop business partnerships. Descriptors: 40.12.1 Discuss the advantages and disadvantages of affiliating with a network or

management organization (e.g., independent practice association [IPA], preferred provider organization [PPO], management service organization [MSO], physician practice management company [PPMC]).










219

BIL: Recommended

EDU: 10 12 AD Managers I

Competency 40.13: Conduct strategic stakeholder management. Descriptors: 40.13.1 Identify medical practice stakeholders (e.g., integrated system/network, managed

care organization, government agencies, employers, patients). 40.13.2 Discuss strategies used to determine each stakeholder’s influence on the medical

practice. 40.13.3 Evaluate the stakeholder’s potential to support or threaten the medical practice’s

goals. 40.13.4 Discuss methods of managing stakeholder relations. 40.13.5 Manage stakeholder relations.

BIL: Essential


Competency 40.14: Maintain the medical practice’s governing system. Descriptors: 40.14.1 Explain the role of a medical practice’s governing system in goal achievement. 40.14.2 Identify pathways for communication within the medical practice. 40.14.3 Document the history of an organization or medical practice. 40.14.4 Manage the medical practice’s governing system. 40.14.5 Facilitate the organization’s governing structure (e.g., communicate, decision

making process, define leadership roles, committee roles and accountability of all roles, legal ramifications of compliance or non-compliance).




220

BIL: Recommended


Competency 40.15: Assess the medical practice’s governing system. Descriptors: 40.15.1 Discuss the importance of assessing a medical practice’s governing system. 40.15.2 Describe methods used to assess a medical practice’s governing system. 40.15.3 Evaluate the organizational dynamics of the medical practice. 40.15.4 Determine the effectiveness of the medical practice’s governing policies and

procedures. .


221


BIL: Recommended

EDU: 10 12 AD I

Competency 41.1: Employ entrepreneurial discovery strategies (brainstorming and research) to generate feasible ideas for business ventures.


for business ventures. 41.1.2 Discuss entrepreneurial discovery processes. 41.1.3 Assess global trends and opportunities. 41.1.4 Identify opportunities for venture creation. 41.1.5 Assess opportunities for venture creation. 41.1.6 Describe idea-generation methods. 41.1.7 Generate venture ideas. 41.1.8 Determine feasibility of ideas. Correlated English Language Arts Academic Content Benchmarks







• Critique data and information to determine the adequacy of support for conclusions. (Social Skills and Methods B, 11-12)


222

BIL: Recommended

EDU: 10 12 AD I


Descriptors: 41.2.1 Describe entrepreneurial planning considerations. 41.2.2 Explain tools used by entrepreneurs for venture planning. 41.2.3 Assess start-up requirements. 41.2.4 Assess risks associated with the venture. 41.2.5 Describe external resources useful to entrepreneurs during concept development. 41.2.6 Assess the need for using external resources for concept development. 41.2.7 Describe strategies for protect intellectual property. 41.2.8 Identify business plan components. 41.2.9 Use components of the business plan to define the venture idea. Correlated English Language Arts Academic Content Benchmarks











223

BIL: Recommended

EDU: 10 12 AD I










224

BIL: Recommended

EDU: 10 12 AD I



them. 41.4.7 Describe the use of operating procedures. 41.4.8 Explain methods and/or processes for organizing work flow. 41.4.9 Develop product/service. 41.4.10 Use creative problem solving in business activities/decisions. 41.4.11 Explain the impact of resource productivity on venture success. 41.4.12 Create processes for ongoing opportunity recognition. 41.4.13 Develop plan to invest resources into improving current products or creating new

ones. 41.4.14 Adapt to changes in business environment. Correlated English Language Arts Academic Content Benchmarks









225

BIL: Recommended

EDU: 10 12 AD I

Competency 41.5: Select harvesting strategies (i.e., the strategies entrepreneurs use to exit a business and realize their investment) to identify the entrepreneur’s role in the business venture.





226

Unit 42: Marketing

BIL: Essential

EDU: 10 12 AD I R P



BIL: Essential

EDU: 10 12 AD I P

Competency 42.2: Acquire foundational knowledge of customer, client and business behavior to understand what motivates their decision making.

Descriptors: 42.2.1 Identify factors that motivate customers, clients and businesses. 42.2.2 Explain customer, client and business buying behavior. 42.2.3 Discuss techniques employees can use to motivate and inspire customer, client

and business decision making.

BIL: Essential

EDU: 10 12 AD I P




227

BIL: Essential

EDU: 10 12 AD I P

Competency 42.4: Reinforce the company’s identity. Descriptors: 42.4.1 Determine the company’s identity. 42.4.2 Discuss the relationship between employee performance and company image. 42.4.3 Determine ways of delivering the company’s identity through employee

performance.

BIL: Essential


Competency 42.5: Design a medical practice’s marketing plan. Descriptors: 42.5.1 Examine local marketing data (e.g., census data, local economics, business

coalitions, competition). 42.5.2 Identify a target market. 42.5.3 Examine supply and demand for medical services in the local area. 42.5.4 Conduct a comparative fee analysis. 42.5.5 Determine which promotional concepts are acceptable and within budget. 42.5.6 Create a marketing plan for the medical practice. Correlated English Language Arts Academic Content Benchmarks







228



BIL: Essential


Competency 42.6: Develop a strategic plan for marketing (e.g., one-, three- and five-year).

Descriptors: 42.6.1 Conduct periodic stakeholder needs assessments utilizing a strategic plan

procedure (e.g., SWOT [strength, weakness, opportunities and threats]). 42.6.2 Collect data that identify trends, strength, weakness, opportunities and threats and

general community assessment information. 42.6.3 Identify major marketing goals. Correlated English Language Arts Academic Content Benchmarks










229

BIL: Essential


Competency 42.7: Develop promotional materials for the medical practice. Descriptors: 42.7.1 Discuss the relationship between the medical practice’s image and its choice and

use of promotional materials. 42.7.2 Determine cost of promotional materials. 42.7.3 Create promotional materials that reinforce the medical practice’s image. Correlated English Language Arts Academic Content Benchmarks





BIL: Essential

EDU: 10 12 AD I P R

Competency 42.8: Implement the medical practice’s public relations plan. Descriptors: 42.8.1 Assess need for patient education (e.g., handbook, brochures and educational

materials). 42.8.2 Investigate community focus and collaboration efforts (e.g., targeted messages,

sensitivity to cultural issues, community involvement, volunteer involvement, local health fairs and free clinics).

42.8.3 Analyze community health risks (e.g., collect clinical data, identify major issues). 42.8.4 Explore wellness and health benchmarks (e.g., good health concepts, behavior

modification and disease management). 42.8.5 Use public relations methods (e.g., speakers’ bureau, news articles, Web site

presentations, service brochures). 42.8.6 Obtain publicity in the media (e.g., press releases, public service announcements). 42.8.7 Develop a plan for communicating damage control to audiences (e.g., public

relations, staff and patients).


230


• Formulate writing ideas and identify a topic appropriate to the purpose and audience. (Writing Processes A. 8-10; Writing Processes A, 11-12)


BIL: Essential


Competency 42.9: Assess the marketing plan’s effectiveness. Descriptors: 42.9.1 Assess the marketing plan’s validity. 42.9.2 Apply metrics to assess marketing plan’s effectiveness. 42.9.3 Modify the marketing plan if necessary. Correlated English Language Arts Academic Content Benchmarks








231


BIL: Essential

EDU: 10 12 AD I R P



BIL: Essential

EDU: 10 12 AD I R P




232

BIL: Essential

EDU: 10 12 AD I R P




BIL: Essential

EDU: 10 12 AD I P





233

BIL: Essential

EDU: 10 12 AD I R P

Competency 43.5: Deliver quality customer service. Descriptors: 43.5.1 Communicate company policies to customers. 43.5.2 Comply with company policies. 43.5.3 Inform patients of the reasons for terminating patient services. 43.5.4 Inform patients about the possible consequences of noncompliance with the

physician’s recommendations. 43.5.5 Inform patients about remuneration policies and procedures. 43.5.6 Facilitate customer service through maintaining key information systems. 43.5.7 Monitor follow-through on commitments made to customers. 43.5.8 Monitor follow-up on problems. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P




234

BIL: Essential

EDU: 10 12 AD I P

Competency 43.7: Assess customer satisfaction with the medical practice. 43.7.1 Document patient satisfaction with medical services (e.g., follow-up survey). 43.7.2 Survey customers to determine satisfaction with operational improvements (e.g.,

change management effectiveness, dealing with patients’ concerns and complaints).






235


BIL: Essential

EDU: 10 12 AD I P R






BIL: Recommended

EDU: 10 12 AD I

Competency 44.2: Explore laws in a global marketplace. Descriptors: 44.2.1 Describe the sources of international law. 44.2.2 Describe import and export trade regulations. 44.2.3 Explain the impact of jurisdiction on legal rights Correlated English Language Arts Academic Content Benchmarks



236



BIL: Essential

EDU: 10 12 AD I P R

Competency 44.3: Adhere to laws and government regulations pertaining to the health care industry.

Descriptors: 44.3.1 Follow guidelines of Health Insurance Portability and Accountability Act-1996

(HIPAA). 44.3.2 Describe HIPAA guidelines regarding breach of confidentiality. 44.3.3 Discuss consequences of violating HIPAA guidelines. 44.3.4 Discuss health care fraud and abuse. 44.3.5 Discuss how to avoid being involved in health care fraud and abuse. 44.3.6 Explain how to report fraud and abuse. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P

Competency 44.4: Adhere to medical office compliance rules and regulations. Descriptors: 44.4.1 Maintain current copies of regulations as required by local, state or federal

agencies (e.g., Occupational Safety and Health Administration [OSHA], Environmental Protection Agency [EPA]).

44.4.2 Maintain a file of current Materials Safety Data Sheets (MSDS) applicable to the specific office.

44.4.3 Develop an audit control system. 44.4.4 Develop a system for audit compliance. 44.4.5 Ensure compliance with regulatory agency and contract mandates (e.g., insurance,

state, Health Plan Employer Date Information [HEDIS], National Committee for Quality Assurance [NCQA], Joint Commission on Accreditation Healthcare Organizations [JCAHO]).


237



BIL: Essential

EDU: 10 12 AD P

Competency 44.5: Describe how businesses use the litigation process. Descriptors: 44.5.1 Determine how a business decides when to consult an attorney. 44.5.2 Describe the different stages of the litigation process. 44.5.3 Describe alternatives to litigation for settling disputes.

BIL: Essential

EDU: 10 12 AD I R P

Competency 44.6: Describe the functions of contracts. Descriptors: 44.6.1 Identify the required elements for creating a contract. 44.6.2 Describe the requirements for a contract to be enforceable. 44.6.3 Identify ways a contract can be discharged. 44.6.4 Describe breach of contract. 44.6.5 Explain remedies for when a breach of contract occurs. 44.6.6 Discuss legal issues associated with electronic contracts and other online





238

BIL: Essential

EDU: 10 12 AD I P

Competency 44.7: Negotiate third-party contracts. Descriptors: 44.7.1 Discuss types of third-party contracts used in the health care industry. 44.7.2 Explain the use of third-party contracts in medical offices. 44.7.3 Implement procedures for negotiating third-party contracts.

BIL: Recommended

EDU: 10 12 AD I P

Competency 44.8: Explain the concept of torts Descriptors: 44.8.1 Explain how a tort is different from a breach of contract or a crime. 44.8.2 Explain why knowledge of tort law is important in business (e.g., businesses




BIL: Essential

EDU: 10 12 AD P

Competency 44.9: Describe sales and lease agreements. Descriptors: 44.9.1 Discuss the formation of contracts for the sale and lease of goods. 44.9.2 Discuss laws that govern contracts for international sale of goods. 44.9.3 Describe title and risk of loss. 44.9.4 Identify types of warranties and how each may be excluded or modified.


239



BIL: Essential

EDU: 10 12 AD I R P





BIL: Essential

EDU: 10 12 AD I P



240

BIL: Essential

EDU: 10 12 AD P R

Competency 44.12 Confer with patients about their rights and responsibilities. Descriptors: 44.12.1 Discuss the rights of a medical care recipient as stated in the Patient Bill of

Rights. 44.12.2 Discuss legal ownership of medical records. 44.12.3 Inform patients about advance directives (e.g., living wills, powers of attorney). 44.12.4 Inform patients about the meaning of informed consent. Correlated English Language Arts Academic Content Benchmarks



BIL: Recommended

EDU: 10 12 AD I



BIL: Recommended

EDU: 10 12 AD I



241


BIL: Essential

EDU: 10 12 AD I R P


global, environmental, financial). 45.1.2 Explain how risk affects a business or project. 45.1.3 Discuss the relationship between a medical office’s scope of services and risk. 45.1.4 Explain common workplace security risks (e.g., theft, corporate espionage,

vandalism, technology and violence). 45.1.5 Identify workplace incident and emergency response risks (e.g., natural disasters,



BIL: Essential

EDU: 10 12 AD I P


partners.


242

BIL: Essential

EDU: 10 12 AD I R P


policies). 45.3.2 Adhere to federal and state laws that apply to technological security including


system failure, virus infection). 45.3.4 Follow policies regarding controls to prevent loss of data integrity and other



BIL: Essential

EDU: 10 12 AD I P


Descriptors: 45.4.1 Identify speculative business risks. 45.4.2 Identify types of threats that occur in the workplace. 45.4.3 Describe the importance of being prepared to deal with workplace threats. 45.4.4 Explain steps and measures to use to deal with workplace threats. 45.4.5 Develop procedures for dealing with workplace threats. Correlated English Language Arts Academic Content Benchmarks



243

BIL: Essential





BIL: Essential


Competency 45.6: Manage a medical practice’s risks. Descriptors: 45.6.1 Determine legal liability for a medical practice and itsemployees (e.g., fraud and

abuse, contracts). 45.6.2 Manage malpractice risks (e.g., incompetent or impaired physicians, unnecessary

procedures, misconduct with a patient, medical errors, lack of training, poor documentation).

45.6.3 Identify risk management strategies for medical practice. 45.6.4 Monitor medical practice compliance (e.g., continuing education requirements,

prevention of fraudulent medical practices, record falsification or alteration, inadequate training, patient abuse, lack of follow-up).


244

BIL: Essential

EDU: 10 12 AD I P



BIL: Essential

EDU: 10 12 AD I P



BIL: Essential

EDU: 10 12 AD I P

Competency 45.9: Manage network security. Descriptors: 45.9.1 Comply with HIPAA guidelines for protecting medical information. 45.9.2 Monitor network security practices. 45.9.3 Enforce confidentiality policies for the medical practice. 45.9.4 Secure accessibility to the network (e.g., terminated employees).


245



BIL: Essential

EDU: 10 12 AD I P



BIL: Essential

EDU: 10 12 AD I P R

Competency 45.11: Implement safety procedures. Descriptors: 45.11.1 Follow instructions for using equipment, tools and machinery. 45.11.2 Follow safety precautions. 45.11.3 Maintain a safe work environment. 45.11.4 Explain procedures for handling accidents. 45.11.5 Handle and report emergency situations. 45.11.6 Ensure patient safety (e.g., minimize errors, legibility of handwriting,

miscommunications). Correlated English Language Arts Academic Content Benchmarks




246

BIL: Essential

EDU: 10 12 AD I P R

Competency 45.12: Protect workers from ergonomic injuries in the office setting. Descriptors: 45.12.1 Ensure healthy ergonomic medical practices. 45.12.2 Avoid repetitive motion activities that might cause injury. 45.12.3 Maintain posture to prevent injuries in the medical office (e.g., sitting, chair-side

assistance). 45.12.4 Lift and transport objects and materials in accordance with established safe

medical practices.

BIL: Essential

EDU: 10 12 AD I P R

Competency 45.13: Respond to medical emergencies. Descriptors: 45.13.1 Recognize medical emergency situations. 45.13.2 Initiate triage procedures in the event of a medical emergency. 45.13.3 Provide first aid and cardiopulmonary resuscitation (CPR). 45.13.4 Seek the assistance of personnel appropriate to the given situation. 45.13.5 Locate emergency equipment (e.g., crash cart/kit, eyewash station). 45.13.6 Follow protocol for emergencies.


247


BIL: Essential

EDU: 10 12 AD I P R

Competency 46.1: Explain effective communications Descriptors: 46.1.1 Explain the importance of effective communication in business. 46.1.2 Identify barriers to effective communication. 46.1.3 Describe techniques for overcoming barriers to effective communication. 46.1.4 Discuss issues involving digital and/or electronic communications (e.g., lack of

privicy, potential for forwarding information). 46.1.5 Ensure word accuracy in communications (e.g., definitions, number referencing

or coding).

BIL: Essential

EDU: 10 12 AD I P R





248

BIL: Essential

EDU: 10 12 AD I P R






BIL: Essential

EDU: 10 12 AD I P R

Competency 46.4: Perform reception duties in a medical office. Descriptors: 46.4.1 Register and dismiss visitors and patients. 46.4.2 Explain office procedures and protocol to patients. 46.4.3 Screen non-patient visitors. 46.4.4 Explain delays to patients and to persons accompanying patients. Correlated English Language Arts Academic Content Benchmarks




249

BIL: Recommended

EDU: 10 12 AD I P R



46.5.3 Describe characteristics of effective oral presentations. 46.5.4 Discuss the role of visual support in making oral presentations. 46.5.5 Demonstrate procedures for making oral presentations. 46.5.6 Use technology to enhance oral presentations. Correlated English Language Arts Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD I R P


neatness, accuracy). 46.6.4 Select and utilize appropriate formats for professional writing. 46.6.5 Plan, edit and revise written work consistent with professional standards. 46.6.6 Write business letters. 46.6.7 Write informational messages. 46.6.8 Write inquiries. 46.6.9 Write persuasive messages. 46.6.10 Write executive summaries. 46.6.11 Prepare simple written reports.


250

46.6.12 Code medical documents accurately. 46.6.13 Prepare data for a referring physician. 46.6.14 Prepare complex written reports. 46.6.15 Write proposals. Correlated English Language Arts Academic Content Benchmarks








BIL: Essential

EDU: 10 12 AD P R R

Competency 46.7: Use proper grammar and vocabulary. Descriptors: 46.7.1 Use correct subject/verb agreement in sentences. 46.7.2 Use correct noun/pronoun agreement in sentences. 46.7.3 Use correct use of adverbs and adjectives in sentences. 46.7.4 Use correct word usage in sentences. 46.7.5 Explain the importance of a technical vocabulary. 46.7.6 Employ technical vocabulary and abbreviations effectively. 46.7.7 Explain the consequences of excessive use of jargon. 46.7.8 Explain the relationship of business success to proper grammar.


251



BIL: Essential

EDU: 10 12 AD I P R







BIL: Essential

EDU: 10 12 AD P R

Competency 46.9: Perform telephone triage. Descriptors: 46.9.1 Establish the patient’s identity. 46.9.2 Query the patient to identify urgency of needs. 46.9.3 Recognize signs and indications of an emergency situation. 46.9.4 Document phone calls and action taken. 46.9.5 Initiate action appropriate for the given emergency.


252





BIL: Essential

EDU: 10 12 AD I P

Competency 46.10: Manage the medical office’s phone system. Descriptors: 46.10.1 Retrieve messages. 46.10.2 Record messages. 46.10.3 Transfer to a live operator. 46.10.4 Transfer phones to an answering service. 46.10.5 Follow procedures for rollover of calls. 46.10.6 Update the on-call schedule. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD P R R



analyze). 46.11.5 Extract relevant information from written materials (e.g., medical and insurance

reference materials).


253

46.11.6 Apply written directions to achieve tasks. 46.11.7 Analyze company resources to ascertain policies and procedures. Correlated English Language Arts Academic Content Benchmarks





BIL: Essential

EDU: 10 12 AD I P R




46.12.2 Explain ethical considerations in providing information. 46.12.3 Identify confidentiality issues in transmission of sensitive patient records (e.g.,

HIPPA) via written facsimile or Internet transfer of information. 46.12.4 Discuss the importance of following written and oral instructions in a medical

office setting (e.g., referencing procedures, instructions common in health care professions).

46.12.5 Explain use of interdepartmental/company communication. 46.12.6 Follow directions. 46.12.7 Use appropriate manners in accordance with established protocols and company




254

BIL: Essential

EDU: 10 12 AD I P R






BIL: Essential

EDU: 10 12 AD I P R




255


BIL: Essential

EDU: 10 12 AD P R R


BIL: Recommended

EDU: 10 12 AD I R R

Competency 47.2: Explain the role of personality traits in the workplace. Descriptors: 47.2.1 Identify desirable personality traits important to business. 47.2.2 Identify personality characteristics needed for success in a medical office setting. 47.2.3 Exhibit self-confidence. 47.2.4 Demonstrate interest and enthusiasm. 47.2.5 Demonstrate initiative.

BIL: Essential

EDU: 10 12 AD I P R



256

BIL: Essential

EDU: 10 12 AD I P R

Competency 47.4: Identify with others’ feelings, needs and concerns. Descriptors: 47.4.1 Respect the privacy of others. 47.4.2 Show empathy for others. 47.4.3 Develop cultural sensitivity. 47.4.4 Explain the impact of political relationships within an organization. 47.4.5 Provide emotional support for patients and their families. 47.4.6 Respond to the needs of patients on an individual basis. 47.4.7 Assist patients with special needs (e.g., physically challenged, hearing or visually

impaired, language barriers, referrals). Correlated English Language Arts Academic Content Benchmarks





BIL: Essential

EDU: 10 12 AD I P R


building. 47.5.3 Use consensus-building skills. 47.5.4 Encourage team building. 47.5.5 Identify motivation theories that impact management (e.g., Maslow, Herzberg). 47.5.6 Motivate team members.


257






BIL: Essential

EDU: 10 12 AD I P R

Competency 47.6: Manage internal and external business relationships. Descriptors: 47.6.1 Treat others fairly at work. 47.6.2 Foster positive working relationships. 47.6.3 Participate in organization’s community outreach activities. 47.6.4 Mentor fellow workers. 47.6.5 Interact professionally with patients.

BIL: Essential

EDU: 10 12 AD P R R



258

BIL: Essential

EDU: 10 12 AD P R R


regulations. 47.8.2 Exercise confidentiality. 47.8.3 Adhere to rules of conduct. 47.8.4 Accept constructive criticism. 47.8.5 Offer constructive criticism. 47.8.6 Exhibit pride in work. 47.8.7 Exhibit punctuality. 47.8.8 Demonstrate honesty and integrity. 47.8.9 Assume responsibility for decisions and actions. 47.8.10 Follow the chain of command. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD P R R

Competency 47.9: Recognize personal biases and stereotypes. Descriptors: 47.9.1 Identify situations in which discrimination exists. 47.9.2 Describe consequences of discrimination. 47.9.3 Explain how federal laws protect against discrimination. 47.9.4 Describe steps for identifying personal biases and stereotypes. 47.9.5 Explain why diversity is an asset to an organization. Correlated English Language Arts Academic Content Benchmarks





259

BIL: Essential

EDU: 10 12 AD P R R



BIL: Essential

EDU: 10 12 AD I P R



BIL: Essential

EDU: 10 12 AD I P R

Competency 47.12: Apply decision making techniques. Descriptors: 47.12.1 Identify the decision to be made. 47.12.2 Identify appropriate alternatives and consequences. 47.12.3 Make the decision based on facts, legality, ethics, goals and culture. 47.12.4 Apply time factors.


260

47.12.5 Present the decision to be implemented. 47.12.6 Evaluate the decision. 47.12.7 Accept responsibility for the decision. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD P R R




BIL: Essential

EDU: 10 12 AD I P R


productivity). 47.14.2 Describe conflict resolution skills. 47.14.3 Describe the conflict cycle (e.g., how it begins, how it escalates). 47.14.4 Describe conflict management styles (e.g., avoidance).


261

47.14.5 Describe negotiation. 47.14.6 Describe mediation. 47.14.7 Use conflict resolution skills. Correlated English Language Arts Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD P R R


BIL: Essential

EDU: 10 12 AD P R R



262

BIL: Essential

EDU: 10 12 AD P R R


BIL: Essential

EDU: 10 12 AD I P R

Competency 47.18: Provide leadership for organizational change of the medical practice. Descriptors: 47.18.1 Discuss the dynamics of the medical practice (e.g., politics, power, interactions,

decision making and focus). 47.18.2 Lead and manage organizational change processes for medical practice

improvement. 47.18.3 Identify change agents within the medical practice (e.g., environmental changes,

planning, theories, motivators, resistance to change, continuous learning). 47.18.4 Develop and follow performance goals.

BIL: Essential

EDU: 10 12 AD P R R

Competency 47.19: Describe cultural knowledge needed for business relations. Descriptors: 47.19.1 Explain the usage of names, titles and ranks in different cultures and countries. 47.19.2 Identify cultural differences in food, dress and social behaviors throughout the

world. 47.19.3 Identify major holidays of world cultures and their impact on doing business. 47.19.4 Identify appropriate use of gift giving in business relationships among world

cultures. 47.19.5 Compare business protocol among cultures. 47.19.6 Identify cultural attitudes about time, silence, space, and body and eye contact in

relation to successful business relationships. 47.19.7 Describe how a negotiation process may be affected by cultural differences.


263






264


BIL: Essential

EDU: 10 12 AD P R R

Competency 48.1: Acquire self development skills. Descriptors: 48.1.1 Maintain appropriate personal appearance. 48.1.2 Set personal goals. 48.1.3 Maintain personal health (e.g., physical and psychological).

BIL: Essential

EDU: 10 12 AD P R R




BIL: Essential

EDU: 10 12 AD I P R

Competency 48.3: Explore career pathways in medical management and support. Descriptors: 48.3.1 Identify career opportunities for graduates of medical management and support

programs. 48.3.2 Compare and contrast career areas in the medical management and support field. 48.3.3 Explain the roles and responsibilities of individuals employed in medical

management and support. 48.3.4 Identify situations that constitute the unauthorized practice of medicine.


265

BIL: Essential

EDU: 10 12 AD I P R

Competency 48.4: Explore professional development opportunities Descriptors: 48.4.1 Research continuing education courses or programs available to enhance skills, to

remain current in the profession and for career advancement. 48.4.2 Describe certifications for business professionals. 48.4.3 Describe certifications available to personnel in medical management and support

(e.g., Certified Medical Manager [CMM], Certified Medical Practice Executive [CMPE], Medical Group Management Association [MGMA], Certified Medical Office Management [MGMA], and Certified Health Compliance Officer [CHCO]).

48.4.4 Identify professional association opportunities and resources (e.g., education opportunities, networking, conferences, newsletters, publications).

48.4.5 Build internal and external mentor relationships. 48.4.6 Use Web sites for professional development. 48.4.7 Identify internal and external networking opportunities. 48.4.8 Interact with peer professionals. . Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P R



266


BIL: Essential

EDU: 10 12 AD P R R

Competency 49.1: Describe the fundamental principles of money needed to make financial exchanges.

Descriptors: 49.1.1 Explain forms of financial exchange (cash, credit, debit, electronic funds transfer). 49.1.2 Identify types of currency (paper money, coins, banknotes, government bonds,


value). 49.1.5 Describe sources of income (wages/salaries, interest, rent, dividends, and transfer



BIL: Essential

EDU: 10 12 AD I P R

Competency 49.2: Analyze personal financial needs and goals Descriptors: 49.2.1 Describe common financial needs (e.g., college, retirement, wills, insurance). 49.2.2 Set financial goals. 49.2.3 Develop a personal budget. 49.2.4 Describe differences among financial institutions.


267







BIL: Essential

EDU: 10 12 AD I P R






268






BIL: Recommended

EDU: 10 12 AD I R








269

Unit 50: Economics

BIL: Recommended

EDU: 10 12 AD P R







BIL: Recommended

EDU: 10 12 AD P R




270










BIL: Recommended

EDU: 10 12 AD I P R

Competency 50.3: Describe business’ contribution to society. Descriptors: 50.3.1 Explain the role of business in society. 50.3.2 Describe types of business activities. 50.3.3 Explain production theory. 50.3.4 Discuss the costs of production. Correlated Social Studies Academic Content Benchmarks



271

BIL: Recommended

EDU: 10 12 AD I P R








BIL: Recommended

EDU: 10 12 AD P R



272





BIL: Recommended

EDU: 10 12 AD I R




273

BIL: Recommended

EDU: 10 12 AD I R









BIL: Recommended

EDU: 10 12 AD I

Competency 50.8: Discuss global trade’s impact on business decision making. Descriptors: 50.8.1 Describe how to create comparative advantage. 50.8.2 Explain the determinants of global trade flows. 50.8.3 Describe the determinants of exchange rates and their effects on domestic

economy.


274








BIL: Recommended

EDU: 10 12 AD I P R





275







276

Unit 51: Accounting

BIL: Essential

EDU: 10 12 AD I P R



BIL: Essential

EDU: 10 12 AD I P R









277

BIL: Essential

EDU: 10 12 AD I P R


Descriptors: 51.3.1 Describe cash flow statements. 51.3.2 Explain balance sheets. 51.3.3 Describe income statements. Correlated English Language Arts Academic Content Benchmarks



Recommended (Support)

EDU: 10 12 AD Manager I R P Support I R R






278


EDU: 10 12 AD Manager I P Support I R








EDU: 10 12 AD Manager I P Support I R



279

Correlated Mathematics Academic Content Benchmarks • Estimate, compute and solve problems involving real numbers, including ratio,

proportion and percent, and explain solutions. (Number, Number Sense and Operations G, 8-10)





EDU: 10 12 AD Manager P Support I




280




sale, mortgage and lease obligations, principal and interest payments). 51.8.4 Account for investments and withdrawals by owners. 51.8.5 Determine inventory valuation (e.g., LIFO, FIFO, specific identification and

weighted average). 51.8.6 Use accounting software to maintain accounting records. 51.8.7 Perform electronic billing. 51.8.8 Prepare financial reports. Correlated English Language Arts Academic Content Benchmarks









281

BIL: Essential

EDU: 10 12 AD P R

Competency 51.9: Discuss health care insurance concepts. Descriptors: 51.9.1 Explain the need for standardized patients terminology in insurance coding and

processing. 51.9.2 Explain how to verify a client’s eligibility (e.g., claims submission process,

insurance card information, eligible coverage, online verification systems). 51.9.3 Define new patient and established patient status. 51.9.4 Define terms encountered in health care claims processing (e.g., case manager,

disability insurance, managed care, co-insurance payment, deductible, non-covered procedure, pre-certification, open panel or closed panel, co-pay).

51.9.5 Contrast out-of-network provider vs. in-network provider. 51.9.6 Explain difference between primary and secondary provider (e.g., coordination of

benefits [COB]). 51.9.7 Describe Explanation of Benefits (EOB) form. 51.9.8 Describe patient billing and collection systems (e.g., patient billing records,

billing procedures, month-end closing, electronic or manual claims processing, collection policies, collections correspondence, disputes, settlements, write-offs).




BIL: Essential

EDU: 10 12 AD I P

Competency 51.10: File insurance forms. Descriptors: 51.10.1 Complete required procedures for private insurance carriers. 51.10.2 Apply office protocol for self-pay patients (e.g., uninsured, motor vehicle

accident, vaccines for children [VFC], federal poverty guidelines). 51.10.3 Complete required procedures for government-insured patients (e.g., workers

compensation, Medicare, Medicaid, welfare, insurance waivers, health care financial waivers).

51.10.4 Complete insurance forms using the coding of the International Classification of Diseases (ICD9) and Current Procedural Terminology (CPT) coding systems.


282




BIL: Essential

EDU: 10 12 AD I P

Competency 51.11: Process denied insurance claims. Descriptors: 51.11.1 Identify reasons for non-payment of insurance claims. 51.11.2 Track and collect withholds. 51.11.3 Compare allowables to contracted rates. 51.11.4 Followup on denied insurance claims. 51.11.5 Identify appropriate denials. 51.11.6 File appeals. Correlated English Language Arts Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD P R

Competency 51.12: Process accepted insurance claims. Descriptors: 51.12.1 Post payments. 51.12.2 Post adjustments. 51.12.3 Post write-off. 51.12.4 Post patient responsibility. 51.12.5 Initiate secondary insurance claim.


283



BIL: Essential

EDU: 10 12 AD I P R


external controls, cash clearing). 51.13.2 Prove cash. 51.13.3 Journalize and post entries to establish and replenish petty cash. 51.13.4 Write checks. 51.13.5 Process checks. 51.13.6 Journalize and post entries related to banking activities. 51.13.7 Explain the benefits of electronic funds transfer (EFT). 51.13.8 Prepare bank deposits. 51.13.9 Prepare purchase requisitions. 51.13.10 Prepare purchase orders. 51.13.11 Prepare sales slips. 51.13.12 Prepare invoices. 51.13.13 Verify invoices. 51.13.14 Handle delinquent bills. 51.13.15 Process credit card transactions. 51.13.16 Process refunds. Correlated English Language Arts Academic Content Benchmarks







284

BIL: Essential

EDU: 10 12 AD I P R



BIL: Essential

EDU: 10 12 AD P R

Competency 52.2: Discuss financial concepts as they relate to the medical field. Descriptors: 52.2.1 Identify a medical office’s sources of revenues (e.g., medical reimbursement,

clinical trials, ancillary services). 52.2.2 Discuss the impact of government, insurance and legal regulations on medical

office finances (e.g., filing regulations between insurance and Medicare, Medicaid, HIPAA regulations, privacy and confidentiality issues, required pre-treatment permission, requirement for second opinion).

BIL: Essential

EDU: 10 12 AD P R

Competency 52.3: Analyze fee schedules. Descriptors: 52.3.1 Review current fee schedule models (e.g., case rates, contract reimbursement). 52.3.2 Establish a fee schedule for the physician. 52.3.3 Itemize factors affecting fee decisions (e.g., cost of equipment and supplies, time,

technical assistance, outside consultants, office procedures). 52.3.4 Establish a patient fee discount for advance pay clients (e.g., prescribed

orthodontic procedure paid in advance). 52.3.5 Conduct a periodic review of fees with the managing physician.


285













286

BIL: Essential


Competency 52.5: Maintain accounting and financial control systems for a medical office.

Descriptors: 52.5.1 Monitor the total office financial system. 52.5.2 Forecast financial expenditures, revenues, liability and capital budget needs. 52.5.3 Develop and analyze accounting system needs for the medical practice. 52.5.4 Interpret and communicate financial information to audiences (e.g., physicians,

shareholders, staff) for their use in making decisions. 52.5.5 Monitor policies and procedures that direct the financial activities of the medical

practice. 52.5.6 Design internal controls to safeguard the medical practice’s assets. 52.5.7 Maintain relationships with financial services providers. Correlated Mathematics Academic Content Benchmarks




BIL: Recommended

EDU: 10 12 AD I R

Competency 52.6: Describe the scope of financial information needed to accurately report and analyze a business’s financial position.

Descriptors: 52.6.1 Describe types of accounting systems (i.e., financial, tax, management and cost). 52.6.2 Discuss the contents of and purposes for a corporate annual report. Correlated English Language Arts Academic Content Benchmarks




287






288

Unit 53: Technology

BIL: Essential

EDU: 10 12 AD I P R

Competency 53.1: Assess the impact of technology on business activities. Descriptors: 53.1.1 Identify ways that technology impacts business. 53.1.2 Explain the scope of data communications tools. 53.1.3 Explain the role of information systems in organizations. 53.1.4 Explain the importance of emerging technologies and their application’s to business. 53.1.5 Analyze the ethical, social and political impact of information systems.

BIL: Essential

EDU: 10 12 AD I P R

Competency 53.2: Utilize office equipment to accomplish job assignments. Descriptors: 53.2.1 Operate a copier. 53.2.2 Operate a printer. 53.2.3 Operate a fax machine. 53.2.4 Operate a calculator. 53.2.5 Operate a postage meter. 53.2.6 Operate a scanner.

BIL: Essential

EDU: 10 12 AD P R R

Competency 53.3: Utilize computer operating systems to perform work functions. Descriptors: 53.3.1 Discuss principles of computer systems. 53.3.2 Use basic operating systems. 53.3.3 Manage files and folders.


289

BIL: Essential

EDU: 10 12 AD I P

Competency 53.4: Manage the medical office’s computer system. Descriptors: 53.4.1 Use technical software specific to medical setting. 53.4.2 Create/maintain computer dictionary that includes current medical vocabulary. 53.4.3 Print patient data (e.g., records, lab reports, charts, graphs). 53.4.4 Prepare and print a patient day sheet. 53.4.5 Access needed operating information using manufacturers’ manuals, software

documentation and other reference materials. 53.4.6 Maintain procedure manuals with information and updates for hardware and software

programs currently used in office. 53.4.7 Utilize software “help file”. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD P R R




290

BIL: Essential

EDU: 10 12 AD P R R



BIL: Essential

EDU: 10 12 AD P R R

Competency 53.7: Demonstrate basic e-mail functions Descriptors: 53.7.1 Explain the features (capabilities) of e-mail. 53.7.2 Discuss e-mail etiquette. 53.7.3 Write and send a professional e-mail message. 53.7.4 Reply to an e-mail message. 53.7.5 Forward an e-mail message. 53.7.6 Add a signature file. 53.7.7 Open attachments. 53.7.8 Save attachments to the computer’s hard drive. 53.7.9 Append attachments. 53.7.10 Label messages. 53.7.11 Add names to the address book. 53.7.12 Set up a distribution list. 53.7.13 Put message in the outbox. 53.7.14 Sort mail. 53.7.15 Search for messages. 53.7.16 Use e-mail shortcuts. 53.7.17 Use auto-responder. 53.7.18 Post a message on a listserv. 53.7.19 Create a new e-mail folder. 53.7.20 Store e-mail messages in folders.


291





BIL: Recommended

EDU: 10 12 AD I R R




BIL: Recommended

EDU: 10 12 AD P R R

Competency 53.9: Demonstrate basic word processing skills. Descriptors: 53.9.1 Identify capabilities of word processing software. 53.9.2 Enter and store text in a word processing application. 53.9.3 Search for and replace text in a document stored in a word processing application. 53.9.4 Retrieve, edit and print a document stored in a word processing application. 53.9.5 Cut and paste information from one text document into another in a word processing

application. 53.9.6 Create a text document containing columns in a word processing application. 53.9.7 Insert and print a graph in a word processing document. 53.9.8 Utilize the page numbering feature.


292



BIL: Recommended

EDU: 10 12 AD I P R

Competency 53.10: Use advanced word processing features. Descriptors: 53.10.1 Calculate values within a table. 53.10.2 Create a document using the borders feature. 53.10.3 Create, format, edit and delete a header and/or footer within a document. 53.10.4 Use merge functions. 53.10.5 Create styles for documents. 53.10.6 Use outlining features. 53.10.7 Generate an index. 53.10.8 Generate a table of contents automatically from marked section headings. 53.10.9 Number the lines in a document automatically. 53.10.10 Create footnotes and/or endnotes within a document. 53.10.11 Create and apply macros. Correlated English Language Arts Academic Content Benchmarks


BIL: Recommended

EDU: 10 12 AD P R R

Competency 53.11: Use presentation software. Descriptors: 53.11.1 Identify the capabilities of presentation software. 53.11.2 Describe the characteristics of effective presentation documents. 53.11.3 Enter and store text into a presentation document. 53.11.4 Import graphics into a presentation document. 53.11.5 Develop builds and transitions for screens and/or slides. 53.11.6 Retrieve and edit screens and/or slides. 53.11.7 Add/Delete screens and/or slides. 53.11.8 Create presentations that are compelling, professional and visually appealing.


293




BIL: Essential

EDU: 10 12 AD I P R

Competency 53.12: Utilize basic databases. Descriptors: 53.12.1 Identify the capabilities of database software. 53.12.2 Create a database structure. 53.12.3 Construct queries. 53.12.4 Enter and store data. 53.12.5 Retrieve and modify data. 53.12.6 Delete database records. 53.12.7 Sort data in a database, given predetermined criteria. 53.12.8 Output data into a report format. 53.12.9 Create a chart or graph using information in a database file. 53.12.10 Print labels from a database. 53.12.11 Print a database list and/or report. 53.12.12 Ensure data integrity. 53.12.13 Validate data. 53.12.14 Eliminate data redundancy (i.e., normalize data). Correlated English Language Arts Academic Content Benchmarks







294

BIL: Recommended

EDU: 10 12 AD I P R

Competency 53.13: Utilize basic spreadsheet software. Descriptors: 53.13.1 Describe the components of a spreadsheet 53.13.2 Identify the capabilities of spreadsheet software 53.13.3 Format spreadsheets. 53.13.4 Use basic formulas. 53.13.5 Enter and store data in a spreadsheet file. 53.13.6 Retrieve, edit and print data from a spreadsheet. 53.13.7 Create charts and graphs using information in a spreadsheet. Correlated Mathematics Academic Content Benchmarks



BIL: Recommended

EDU: 10 12 AD I R




295


BIL: Recommended

EDU: 10 12 AD P R R



BIL: Recommended

EDU: 10 12 AD I P



BIL: Essential

EDU: 10 12 AD I P

Competency 53.17: Use EMR (Electronic Medical Record) software. Descriptors: 53.17.1 Draft EMR documents in accordance with guidelines for individual office need

and/or format (e.g., memo, letter, e-mail). 53.17.2 Manage data collection. 53.17.3 Process electronic patient consent forms. 53.17.4 Edit EMR documents that have been input through voice recognition. Correlated English Language Arts Academic Content Benchmarks

• Edit to improve sentence fluency, grammar and usage. (Writing Processes D, 8-10)


296


BIL: Recommended

EDU: 10 12 AD I R





BIL: Recommended

EDU: 10 12 AD I R



BIL: Essential


297


Competency 53.20: Select information systems needed for the medical practice. Descriptors: 53.20.1 Identify vendors via trade shows or professional journals. 53.20.2 Assess the advantages and limitations of database systems available for use in the

medical office. 53.20.3 Investigate costs, service available, references and other criteria for the total

system. 53.20.4 Determine which information systems best suits the needs of the medical practice. 53.20.5 Plan for implementing information system integration into the medical practice. Correlated Mathematics Academic Content Benchmarks


BIL: Essential


Competency 53.21: Manage a database for an information system. Descriptors: 53.21.1 Identify needs for a database (e.g., purchase or lease). 53.21.2 Secure database software. 53.21.3 Oversee database management and information systems.

BIL: Recommended


298

EDU: 10 12 AD I R




online). 53.22.3 Use technical language to communicate with support technicians. 53.22.4 Recognize the need to keep up to date technologically. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD P R R




299


BIL: Essential

EDU: 10 12 AD I P R






BIL: Essential

EDU: 10 12 AD I P

Competency 54.2: Acquire a foundational knowledge of information management to recognize its contribution to a business

Descriptors: 54.2.1 Discuss the purpose for information management. 54.2.2 Explain the role of ethics in information management. 54.2.3 Explain legal issues associated with information management. Correlated English Language Arts Academic Content Benchmarks



300

BIL: Essential

EDU: 10 12 AD I P R





BIL: Essential

EDU: 10 12 AD P R

Competency 54.4: Create and process medical records. Descriptors: 54.4.1 File information in accordance with office protocol. 54.4.2 Prepare patient records. 54.4.3 Discriminate between ethical and unethical disclosure of medical practice and

client information. 54.4.4 Secure proper releases for medical records requests (e.g., family, attorneys). 54.4.5 Process incoming medical reports (e.g., transfer data, photocopy, and key

information). 54.4.6 Process release forms securing required signatures. 54.4.7 Prepare patient billing information. Correlated English Language Arts Academic Content Benchmarks



301

BIL: Essential

EDU: 10 12 AD I P R



geographic, chronological, and alphabetical). 54.5.4 Perform electronic and manual filing operations. 54.5.5 Retrieve files. 54.5.6 Archive information according to retention procedures. 54.5.7 Perform a periodic audit of records (e.g., retention, purge, security, storage

method).

BIL: Essential

EDU: 10 12 AD I P

Competency 54.6: Manage a filing system for insurance records. Descriptors: 54.6.1 Log and track claims for each patient. 54.6.2 Process patient/provider inquiries regarding insurance claims. 54.6.3 Maintain a file of insurance claim forms. 54.6.4 Purge dated insurance information. Correlated English Language Arts Academic Content Benchmarks



302

BIL: Essential

EDU: 10 12 AD P R

Competency 54.7: Manage a scheduling and registration system. Descriptors: 54.7.1 Describe types of scheduling used in medical offices (e.g., open access, typical

format, wave method and strict appointment). 54.7.2 Explain stages of patient flow (e.g., scheduling of the appointment, interim work

involved, checking in the patient, the patient encounter, checking out the patient and post-appointment processes).

54.7.3 Use electronic and/or manual scheduling systems. 54.7.4 Verify insurance coverage. 54.7.5 Identify the correct insurance classification. 54.7.6 Maintain a recall system. 54.7.7 Confirm appointments. 54.7.8 Facilitate appointments for patients referred to specialists. 54.7.9 Manage scheduling issues (e.g., patient flow, emergency calls, and appointment

protocols). Correlated English Language Arts Academic Content Benchmarks





BIL: Essential

EDU: 10 12 AD I P

Competency 54.8: Complete the credentialing process. Descriptors: 54.8.1 Complete the Ohio Department of Insurance (ODI) form. 54.8.2 Obtain and complete the third-party credentialing form. 54.8.3 Track progress. 54.8.4 Obtain finalized provider members. 54.8.5 Obtain a National Provider Identification (NPI).


303



BIL: Recommended

EDU: 10 12 AD I R











304



Data Mining

BIL: Essential


Competency 54.10: Explain data mining. Descriptors: 54.10.1 Define data mining. 54.10.2 Identify the basic tools and techniques of data mining. 54.10.3 Explain the use of data mining in customer relationship management (CRM). 54.10.4 Identify and select key data needed to measure performance.

BIL: Essential


Competency 54.11: Apply ethical behaviors to data mining. Descriptors: 54.11.1 Define appropriate security measures for data mining. 54.11.2 Explain the limitations of data mining. 54.11.3 Define the use of permanent detail data for legal or ethical purposes.

BIL: Essential


Competency 54.12: Use basic data mining techniques to make management decisions. Descriptors: 54.12.1 Identify sources of management information accessible through data mining. 54.12.2 Select appropriate data to mine. 54.12.3 Analyze management data (e.g. promotion, site personalization, product mix).


305









306


BIL: Essential

EDU: 10 12 AD I P



management.

BIL: Essential

EDU: 10 12 AD I P

Competency 55.2: Discuss organizational culture and the role of knowledge management Descriptors: 55.2.1 Determine how an organization acquires culture. 55.2.2 Explain culture as tacit knowledge. 55.2.3 Explain the importance of organizational culture and its role in implementing


BIL: Essential

EDU: 10 12 AD I P

Competency 55.3: Determine factors that affect knowledge management implementation Descriptors: 55.3.1 Identify cultural assumptions that derail a knowledge management approach. 55.3.2 Identify conditions that create favorable acceptance to knowledge management. 55.3.3 Create new values (rewards and recognitions) that support knowledge sharing.


307

BIL: Essential

EDU: 10 12 AD P

Competency 55.4: Capture and transfer strategic knowledge. Descriptors: 55.4.1 Identify factors that lead to loss of organizational knowledge. 55.4.2 Identify ways for preventing loss of knowledge. 55.4.3 Identify what knowledge is being lost in an organization. 55.4.4 Determine the consequences of knowledge loss. 55.4.5 Find solutions to knowledge loss. 55.4.6 Choose approaches in transferring strategic knowledge.


308


BIL: Recommended

EDU: 10 12 AD I



BIL: Essential

EDU: 10 12 AD P

Competency 56.2: Perform shipping and mailing functions. Descriptors: 56.2.1 Identify classes of mail and shipments. 56.2.2 Process incoming and outgoing mail. 56.2.3 Process packages for pickup or mailing. 56.2.4 Process packages coming into the office. 56.2.5 Identify shipping services (e.g., priority, insured, certified, registered and

overnight). 56.2.6 Identify types of shipping and mailing services (United Parcel Service [UPS],

U.S. Postal Service, private carriers). 56.2.7 Identify delivery requirements (e.g., package, domestic, international). 56.2.8 Select the delivery methods and services appropriate for needs. Correlated English Language Arts Academic Content Benchmarks





309

BIL: Essential

EDU: 10 12 AD I P R







BIL: Essential

EDU: 10 12 AD I P R

Competency 56.4: Maintain property and equipment. Descriptors: 56.4.1 Identify routine activities for maintaining business facilities and equipment. 56.4.2 Monitor the office and waiting area for neatness and safety. 56.4.3 Plan a maintenance program.


310

BIL: Essential

EDU: 10 12 AD I P R

Competency 56.5: Open and close the medical office (e.g., front reception, business records).

Descriptors: 56.5.1 Identify considerations when opening and closing the medical office. 56.5.2 Follow procedures for opening and closing the medical office. Correlated Mathematics Academic Content Benchmarks


BIL: Essential


Competency 56.6: Facilitate business operations. Descriptors: 56.6.1 Utilize the organizational strategic plan to assess business operations needs 56.6.2 Identify strategies for implementing action plans for management initiatives 56.6.3 Identify business operations strategies consistent with organizational culture (e.g.,

awareness of personal dynamics, preferences, cultural barriers, physician buy-in, and practice of medicine vs. business of healthcare).




BIL: Essential

EDU: 10 12 AD I P



311

BIL: Recommended

EDU: 10 12 AD I P


pre-qualified, certifiable and disqualified). Purchasing

BIL: Recommended

EDU: 10 12 AD I R







312

BIL: Essential

EDU: 10 12 AD I P

Competency 56.10: Develop a system for materials procurement. Descriptors: 56.10.1 Discuss methods for materials procurement (e.g., individual, group and Internet

purchasing; discounts; leasing). 56.10.2 Develop purchasing system. 56.10.3 Develop system to manage inventory (e.g., flow of goods, security, computerized

in/out, historical data). Correlated Mathematics Academic Content Benchmarks


Quality

BIL: Essential

EDU: 10 12 AD I P





313

BIL: Essential

EDU: 10 12 AD I P

Competency 56.12: Manage quality achievement. Descriptors: 56.12.1 Explain the importance of management’s commitment to quality achievement. 56.12.2 Describe tools that management can use to improve quality. 56.12.3 Determine the cost implications for quality attainment. 56.12.4 Develop a plan and/or program for achieving quality. 56.12.5 Develop and implement a process improvement program. 56.12.6 Develop a measurement system for reporting return on investment (ROI). 56.12.7 Manage quality health care services (e.g., patient satisfaction, quality assurance,

Joint Commission on Accreditation of Healthcare Organizations [JCAHO], and Centers for Medicare and Medicaid Services [CMS] requirements).






BIL: Essential

EDU: 10 12 AD I P



314

BIL: Essential

EDU: 10 12 AD I P

Competency 56.14: Facilitate the physician’s understanding of good business medical practices.

Descriptors: 56.14.1 Identify issues for providing quality care to patients (e.g., patient satisfaction, cost

effectiveness, referrals). 56.14.2 Discuss organizational goals (e.g., conflicts with personal goals, alignment with

organization’s vision and values). 56.14.3 Discuss the physician’s expectations (e.g., labor needs/shortages, sensitivity to

staff needs, delegation to other providers).

BIL: Essential

EDU: 10 12 AD I P

Competency 56.15: Maintain quality assurances in the medical office. Descriptors: 56.15.1 Prepare for on-site inspection. 56.15.2 Facilitate on-site visits. 56.15.3 Respond to recommendations resulting from on-site inspections.


315


BIL: Essential



for what purpose. 57.1.5 Define the roles of project stakeholders. 57.1.6 Define common project inputs and outputs. 57.1.7 Explain how a project team meets project requirements. 57.1.8 Describe a project management system. Correlated English Language Arts Academic Content Benchmarks


BIL: Recommended


Competency 57.2: Employ standard project management processes. Descriptors: 57.2.1 Identify the stages of project management processes (i.e., initiate, plan, execute,

control, close). 57.2.2 Explain the interrelationships among the project management processes. 57.2.3 Explain selection decisions needed for project management processes. 57.2.4 Complete a project using standard project management processes.


316


BIL: Essential

EDU: 10 12 AD I P



BIL: Essential

EDU: 10 12 AD I P


BIL: Essential

EDU: 10 12 AD I P


Descriptors: 58.3.1 Manage collaborative efforts. 58.3.2 Move employees into and out of projects. 58.3.3 Harmonize tasks, projects and employees in the context of business priorities. Correlated English Language Arts Academic Content Benchmarks




317

BIL: Essential


Competency 58.4: Hire new employees. Descriptors: 58.4.1 Analyze staffing issues that impact hiring decisions. 58.4.2 Determine hiring needs. 58.4.3 Develop job descriptions. 58.4.4 Establish selection criteria for new hires. 58.4.5 Recruit new and existing employees. 58.4.6 Screen job applications and résumés. 58.4.7 Interview job applicants. 58.4.8 Select new and existing employees for job openings. 58.4.9 Make job offers. 58.4.10 Perform post-offer employment activities. Correlated English Language Arts Academic Content Benchmarks








318

BIL: Essential


Competency 58.5: Perform employee retention activities. Descriptors: 58.5.1 Orient new employees. 58.5.2 Design a training program. 58.5.3 Train new employees. 58.5.4 Identify and administer human resources development. 58.5.5 Coach employees. 58.5.6 Recognize and reward employees. 58.5.7 Supervise staff. 58.5.8 Ensure equitable opportunities for employees. 58.5.9 Develop an employee evaluation and appraisal system. 58.5.10 Assess employee performance. 58.5.11 Design a discipline protocol. 58.5.12 Discipline employees. 58.5.13 Implement dispute resolution policies and procedures. 58.5.14 Explain the roles of labor and management. 58.5.15 Discuss employee and labor relations issues. 58.5.16 Evaluate strategies for building cooperative employer-employee relationships. 58.5.17 Design an employee compensation and benefits package. 58.5.18 Facilitate retirement planning. Correlated English Language Arts Academic Content Benchmarks







• Use precise mathematical language and notations to represent problem situations and mathematical ideas. (Mathematical Processes F, 8-10)


319


320



Competency 58.6: Conduct employee exiting functions. Descriptors: 58.6.1 Determine and follow procedures prior to dismissing or firing employees. 58.6.2 Determine the strategic importance of employee exit. 58.6.3 Adhere to employment-at-will regulations. 58.6.4 Release staff due to layoffs. 58.6.5 Terminate staff for cause. 58.6.6 Conduct employee exit activities. Correlated English Language Arts Academic Content Benchmarks




Business Management

Pathway


321


Unit 59: Management

BIL: Essential

EDU: 10 12 AD P R





BIL: Essential

EDU: 10 12 AD I P






managing business.


322

BIL: Essential


Competency 59.3: Develop a business plan. Descriptors: 59.3.1 Explain the importance of developing a business plan. 59.3.2 Identify situations in which a business plan should be developed. 59.3.3 Identify components of business plans. 59.3.4 Discuss the purposes for each business plan component. 59.3.5 Describe characteristics associated with effective preparation of each business

plan component. 59.3.6 Identify the organizational structure to assist in achieving goals (e.g., history,

specialty areas, size, and corporate structure). 59.3.7 Develop components of a business plan. Correlated English Language Arts Academic Content Benchmarks


• Determine the usefulness of organizers and apply appropriate pre-writing tasks. (Writing Processes B, 8-10)

• Edit to improve sentence fluency, grammar and usage. (Writing Processes D, 8-10) • Produce functional documents that report, organize and convey information and ideas

accurately, foresee readers’ problems or misunderstandings and that include formatting techniques that are user friendly. (Writing Applications C, 11-12)





323

BIL: Essential

EDU: 10 12 AD P R




BIL: Essential

EDU: 10 12 AD I P









324

BIL: Essential

EDU: 10 12 AD I P












BIL: Essential


Competency 59.7: Develop a strategic plan. Descriptors: 59.7.1 Confer with managers to identify the strategic direction of the business. 59.7.2 Assess current local trends (e.g., social, economic, political). 59.7.3 Evaluate the impact of incoming monies.


325






BIL: Essential

EDU: 10 12 AD I P







326

BIL: Essential

EDU: 10 12 AD I P


(e.g., changing goals, changing strategies). 59.9.3 Select an alternative that best matches the business need. 59.9.4 Effectively implement the new program or process. 59.9.5 Measure the effectiveness of the new program or process. Correlated English Language Arts Academic Content Benchmarks





BIL: Essential

EDU: 10 12 AD P

Competency 59.10: Analyze cost/profit relationships to guide business decision making. Descriptors: 59.10.1 Explain the concept of productivity. 59.10.2 Analyze the effects of government expenditures and tax policies on productivity. 59.10.3 Analyze the impact of specialization/division of labor on productivity. 59.10.4 Explain the economic concepts of efficiency and equity. 59.10.5 Explain the concept of organized labor and business. 59.10.6 Explain the impact of the law of diminishing returns. 59.10.7 Describe the concept of economies of scale. 59.10.8 Describe cost/benefit analysis. 59.10.9 Determine relationships among total revenue, marginal revenue, output and profit.


327













BIL: Essential


Competency 59.11: Assess the effectiveness of strategic plans. Descriptors: 59.11.1 Assess the validity of strategic plans. 59.11.2 Apply metrics to assess the effectiveness of strategic plans. 59.11.3 Modify strategic plans if necessary. Correlated English Language Arts Academic Content Benchmarks



328





BIL: Essential


Competency 59.12: Assess the effectiveness of the business plan. Descriptors: 59.12.1 Assess the validity of the business plan. 59.12.2 Apply metrics to assess the effectiveness of the business plan. 59.12.3 Modify the business plan if necessary. Correlated English Language Arts Academic Content Benchmarks





BIL: Essential

EDU: 10 12 AD P

Competency 59.13: Develop business partnerships. Descriptors:


329

59.13.1 Discuss the advantages and disadvantages of affiliating with a network or management organization (e.g., independent practice association [IPA], preferred provider organization [PPO], management service organization [MSO], physician practice management company [PPMC]).










330


BIL: Essential

EDU: 10 12 AD P R













331

BIL: Essential

EDU: 10 12 AD R P


Descriptors: 60.2.1 Describe entrepreneurial planning considerations. 60.2.2 Explain tools used by entrepreneurs for venture planning. 60.2.3 Assess start-up requirements. 60.2.4 Assess risks associated with the venture. 60.2.5 Describe external resources useful to entrepreneurs during concept development. 60.2.6 Assess the need for using external resources for concept development. 60.2.7 Describe strategies for protecting intellectual property. 60.2.8 Identify business plan components. 60.2.9 Use components of the business plan to define the venture idea. Correlated English Language Arts Academic Content Benchmarks











332

BIL: Essential

EDU: 10 12 AD I P










333

BIL: Essential

EDU: 10 12 AD I P













334

BIL: Essential

EDU: 10 12 AD I P






335

Unit 61: Business Analysis

BIL: Essential

EDU: 10 12 AD I P

Competency 61.1: Discuss the core concept of business analysis. Descriptors: 61.1.1 Describe the role of the business analyst within an organization. 61.1.2 Describe the role of the business analyst within a project. 61.1.3 Describe the interpersonal skills needed by a successful business analyst. 61.1.4 Explain the differences and commonalities between business analysis and each of

the following: financial analysis, project management, quality assurance, organizational development, testing, training and documentation development.

61.1.5 Discuss the definition of a requirement. 61.1.6 Describe effective requirement practices. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P

Competency 61.2: Describe business process management. Descriptors: 61.2.1 Explain how an organization is a set of processes. 61.2.2 Identify different types of work processes. 61.2.3 Identify an organization’s core business processes. 61.2.4 Discuss ways of aligning business processes with technology. 61.2.5 Describe business process modeling. 61.2.6 Facilitate a cross-functional understanding of processes (i.e., functional silos

versus integrated end-to-end business processes). 61.2.7 Describe the impact of compliance rules (e.g., Sarbanes-Oxley) on process

monitoring. Correlated English Language Arts Academic Content Benchmarks



336

BIL: Essential

EDU: 10 12 AD P

Competency 61.3: Employ processes to create enterprise architecture. Descriptors: 61.3.1 Create and maintain the business architecture. 61.3.2 Conduct feasibility studies. 61.3.3 Identify new business opportunities. 61.3.4 Prepare a business case. 61.3.5 Conduct an initial risk assessment of the new business opportunity. 61.3.6 Propose a new business opportunity. Correlated English Language Arts Academic Content Benchmarks






BIL: Essential

EDU: 10 12 AD P

Competency 61.4: Employ processes to perform requirements gathering. Descriptors: 61.4.1 Identify methods for collecting requirements. 61.4.2 Facilitate brainstorming sessions. 61.4.3 Conduct a document analysis. 61.4.4 Facilitate focus groups. 61.4.5 Conduct an interface analysis. 61.4.6 Conduct interviews. 61.4.7 Participate in job shadowing.


337

61.4.8 Conduct requirements workshops. 61.4.9 Utilize reverse engineering. 61.4.10 Collect surveys and/or questionnaires. 61.4.11 Conduct a user task analysis. Correlated English Language Arts Academic Content Benchmarks








BIL: Essential

EDU: 10 12 AD P

Competency 61.5: Employ processes to perform requirements analysis and documentation.

Descriptors: 61.5.1 Define a solution model. 61.5.2 Analyze functional requirements. 61.5.3 Define supplementary requirements. 61.5.4 Describe assumptions and constraints. 61.5.5 Determine requirements attributes. 61.5.6 Structure requirements for traceability. 61.5.7 Create requirements specifications. 61.5.8 Validate requirements.


338




BIL: Essential

EDU: 10 12 AD P

Competency 61.6: Employ processes to perform requirements communication. Descriptors: 61.6.1 Determine an appropriate requirements format 61.6.2 Create a requirements package 61.6.3 Conduct a requirements presentation 61.6.4 Conduct a formal requirements review 61.6.5 Obtain consensus and requirements signoff. Correlated English Language Arts Academic Content Benchmarks







339

BIL: Essential

EDU: 10 12 AD P

Competency 61.7: Employ processes to perform solutions implementation. Descriptors: 61.7.1 Develop alternate solutions. 61.7.2 Evaluate technology options. 61.7.3 Facilitate selecting a solution. 61.7.4 Build prototypes of solutions. 61.7.5 Ensure the usability of the solution. 61.7.6 Support the quality assurance process for solutions implementation. 61.7.7 Support the implementation of the solution. 61.7.8 Communicate the solution impacts. Correlated Mathematics Academic Content Benchmarks




340

Unit 62: Marketing

BIL: Essential

EDU: 10 12 AD P R



BIL: Essential

EDU: 10 12 AD P R




BIL: Essential

EDU: 10 12 AD P R




341

BIL: Essential

EDU: 10 12 AD I P



performance.

BIL: Essential


Competency 62.5: Design a marketing plan. Descriptors: 62.5.1 Examine local marketing data (e.g., census data, local economics, business

coalitions, competition). 62.5.2 Identify a target market. 62.5.3 Examine supply and demand for the company’s products and/or services in the

local area. 62.5.4 Conduct a comparative price analysis. 62.5.5 Determine which promotional concepts are acceptable and within budget. 62.5.6 Create a marketing plan. Correlated English Language Arts Academic Content Benchmarks







342





BIL: Essential


Competency 62.6: Develop strategic plan for marketing (e.g., one-, three- and five-year). Descriptors: 62.6.1 Conduct periodic stakeholder needs assessments utilizing a strategic plan

procedure (e.g., SWOT [strength, weakness, opportunities and threats]). 62.6.2 Collect data that identify trends, strength, weakness, opportunities and threats and

general community assessment information. 62.6.3 Identify major marketing goals. Correlated English Language Arts Academic Content Benchmarks








343



BIL: Essential


Competency 62.7: Assess the marketing plan’s effectiveness. Descriptors: 62.7.1 Assess the marketing plan’s validity. 62.7.2 Apply metrics to assess the marketing plan’s effectiveness. 62.7.3 Modify the marketing plan if necessary. Correlated English Language Arts Academic Content Benchmarks








344


BIL: Essential

EDU: 10 12 AD R P



BIL: Essential

EDU: 10 12 AD P R

Competency 63.2: Foster positive customer relations to enhance company image Descriptors: 63.2.1 Describe positive customer relations. 63.2.2 Demonstrate a customer service mindset. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD P R

Competency 63.3: Respond appropriately to customers. Descriptors: 63.3.1 Reinforce service orientation through communication. 63.3.2 Respond to customer inquiries.


345




BIL: Essential

EDU: 10 12 AD P R




BIL: Essential

EDU: 10 12 AD R P

Competency 63.5: Deliver quality customer service. Descriptors: 63.5.1 Communicate company policies to customers. 63.5.2 Comply with merchandise returns policies. 63.5.3 Facilitate customer service through maintaining key information systems. 63.5.4 Monitor follow-through on commitments made to customers (e.g., special orders,

delivery specifications, new items). 63.5.5 Monitor follow-up on order problems. Correlated English Language Arts Academic Content Benchmarks




346

BIL: Essential

EDU: 10 12 AD I P



BIL: Essential

EDU: 10 12 AD I P

Competency 63.7: Describe the concept of order cycle time. Descriptors: 63.7.1 Describe how order cycle time impacts customer service. 63.7.2 Identify the elements of order transmittal time. 63.7.3 Identify the elements of order processing and assembly. 63.7.4 Describe how stock availability and production time impact order cycle time. 63.7.5 Identify the components of delivery time. 63.7.6 Describe how customer service policies can impact order cycle time. Correlated Mathematics Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P

Competency 63.8: Explain the role of technology in order processing, tracking and customer research.

Descriptors: 63.8.1 Describe how technology has impacted order processing. 63.8.2 Explain the purpose and use of UPC barcodes. 63.8.3 Explain how UPC bar codes are created.


347

63.8.4 Compare and contrast keyboard entry with bar code entry. 63.8.5 Explain the purpose and use of radio frequency identification (RFID) tags. 63.8.6 Compare and contrast RFID tags with bar codes. 63.8.7 Describe potential privacy issues that may arise with the use of RFID tags. Correlated Mathematics Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD P R

Competency 63.9: Process orders and returns. Descriptors: 63.9.1 Follow order processing priorities. 63.9.2 Describe when and how order batching is used. 63.9.3 Enter and check the order’s accuracy. 63.9.4 Check the availability of requested items. 63.9.5 Prepare back order documents when needed. 63.9.6 Check the customer’s credit status. 63.9.7 Prepare billing statements. 63.9.8 Track orders. 63.9.9 Communicate with customers about the order after the sale. 63.9.10 Process a return of products. Correlated English Language Arts Academic Content Benchmarks






348


BIL: Essential

EDU: 10 12 AD P R






BIL: Essential

EDU: 10 12 AD P R




349



BIL: Essential

EDU: 10 12 AD P R



BIL: Essential

EDU: 10 12 AD P R

Competency 64.4: Describe the functions of contracts Descriptors: 64.4.1 Identify the required elements for creating a contract. 64.4.2 Describe the requirements for a contract to be enforceable. 64.4.3 Identify ways a contract can be discharged. 64.4.4 Describe breach of contract. 64.4.5 Explain remedies for when a breach of contract occurs. 64.4.6 Discuss legal issues associated with electronic contracts and other online





350

BIL: Essential

EDU: 10 12 AD I P





BIL: Essential

EDU: 10 12 AD I P




351

BIL: Essential

EDU: 10 12 AD I P





BIL: Essential

EDU: 10 12 AD I P



352

BIL: Essential

EDU: 10 12 AD I P




BIL: Essential

EDU: 10 12 AD P



353


BIL: Essential

EDU: 10 12 AD I P






BIL: Essential

EDU: 10 12 AD I P


partners.


354

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EDU: 10 12 AD P R







BIL: Essential

EDU: 10 12 AD I P

Competency 65.4: Recommend a security plan for a business. Descriptors: 65.4.1 Identify how security plans protect employees and companies from liability. 65.4.2 Compare and contrast different security plans used in business. 65.4.3 Select and recommend a company security plan. Correlated English Language Arts Academic Content Benchmarks






355

BIL: Essential

EDU: 10 12 AD I P

Competency 65.5: Recommend an incident response plan for a business Descriptors: 65.5.1 Identify how incident response plans protect employees and companies from

liability. 65.5.2 Compare and contrast different incident response plans used in business. 65.5.3 Select and recommend a company incident response plan. Correlated English Language Arts Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD I P

Competency 65.6: Recommend a business recovery plan. Descriptors: 65.6.1 Identify how business recovery plans protect employees and companies from

liability. 65.6.2 Compare and contrast different business recovery plans. 65.6.3 Select and recommend a business recovery plan. Correlated English Language Arts Academic Content Benchmarks





356

BIL: Essential

EDU: 10 12 AD P R





BIL: Essential

EDU: 10 12 AD P





357

BIL: Essential

EDU: 10 12 AD P



BIL: Essential

EDU: 10 12 AD P

Competency 65.10: Assess risk management methods. Descriptors: 65.10.1 Evaluate the effectiveness of a business’ security plan. 65.10.2 Evaluate the effectiveness of a business’ incident response plan. 65.10.3 Evaluate the effectiveness of a business’ emergency response plan. 65.10.4 Evaluate the effectiveness of a business recovery plan. Correlated English Language Arts Academic Content Benchmarks







358

BIL: Essential

EDU: 10 12 AD P R



BIL: Essential

EDU: 10 12 AD P R




359

BIL: Essential

EDU: 10 12 AD P R

Competency 65.13: Implement safety procedures. Descriptors: 65.13.1 Follow instructions for using equipment, tools and machinery. 65.13.2 Follow safety precautions. 65.13.3 Maintain a safe work environment. 65.13.4 Explain procedures for handling accidents. 65.13.5 Handle and report emergency situations. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P





360


BIL: Essential

EDU: 10 12 AD P R


privacy, potential for forwarding information).

BIL: Essential

EDU: 10 12 AD P R





361

BIL: Essential

EDU: 10 12 AD P R






BIL: Essential

EDU: 10 12 AD P R





362





BIL: Essential

EDU: 10 12 AD P R







363





BIL: Essential

EDU: 10 12 AD P R



BIL: Essential

EDU: 10 12 AD P R


(e.g., professionalism, consider inflection in voice, attitude conveyed).


364

66.7.3 Identify company policies regarding use of telecommunications tools (telephone, answering machine, voice mail, e-mail, teleconferencing system).

66.7.4 Operate telecommunications equipment in accordance with company policy. 66.7.5 Communicate via telephone, voice mail, e-mail, facsimile, teleconferencing




BIL: Essential

EDU: 10 12 AD P R









365

BIL: Essential

EDU: 10 12 AD P R




66.9.2 Explain ethical considerations in providing information. 66.9.3 Explain use of interdepartmental/company communication. 66.9.4 Follow directions. 66.9.5 Participate in meetings. 66.9.6 Use appropriate manners in accordance with established protocols and company



BIL: Essential

EDU: 10 12 AD P R





366



BIL: Essential

EDU: 10 12 AD P R




367


BIL: Essential

EDU: 10 12 AD P R


BIL: Essential

EDU: 10 12 AD P R

Competency 67.2: Explain the role of personality traits in the workplace. Descriptors: 67.2.1 Identify desirable personality traits important to business. 67.2.2 Exhibit self-confidence. 67.2.3 Demonstrate interest and enthusiasm 67.2.4 Demonstrate initiative.

BIL: Essential

EDU: 10 12 AD P R



368

BIL: Essential

EDU: 10 12 AD P R






BIL: Essential

EDU: 10 12 AD P R






369



BIL: Essential

EDU: 10 12 AD P R


BIL: Essential

EDU: 10 12 AD P R



370

BIL: Essential

EDU: 10 12 AD P R




BIL: Essential

EDU: 10 12 AD P R




371



BIL: Essential

EDU: 10 12 AD P R



BIL: Essential

EDU: 10 12 AD P R




372

BIL: Essential

EDU: 10 12 AD P R

Competency 67.12: Apply decision making techniques. Descriptors: 67.12.1 Identify the decision to be made. 67.12.2 Identify appropriate alternatives and consequences. 67.12.3 Make the decision based on facts, legality, ethics, goals and culture. 67.12.4 Apply time factors. 67.12.5 Present the decision to be implemented. 67.12.6 Evaluate the decision. 67.12.7 Accept responsibility for the decision. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD P R





373

BIL: Essential

EDU: 10 12 AD P R






BIL: Essential

EDU: 10 12 AD P R



374

BIL: Essential

EDU: 10 12 AD I P


BIL: Essential

EDU: 10 12 AD I P


BIL: Recommended

EDU: 10 12 AD I R

Competency 67.18: Describe cultural knowledge needed for global business relations. Descriptors: 67.18.1 Explain the usage of names, titles and ranks in different cultures and countries. 67.18.2 Identify cultural differences in food, dress and social behaviors throughout the world. 67.18.3 Identify major holidays of world cultures and their impact on doing business globally. 67.18.4 Identify appropriate uses of gift giving in business relationships among world


relation to successful business relationships. 67.18.7 Describe how a negotiation process may be affected by cultural differences. 67.18.8 Describe the role and use of electronic communication tools (e.g., Internet, video- and

computer-conferencing, webcasts, e-mail) in global business activities.


375






376


BIL: Essential

EDU: 10 12 AD P R


BIL: Essential

EDU: 10 12 AD P R R




BIL: Essential

EDU: 10 12 AD I P R



opportunities, networking, conferences, newsletters, publications).


377

68.3.4 Build internal and external mentor relationships. 68.3.5 Use Web sites for professional development. 68.3.6 Identify internal and external networking opportunities. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P R



378


BIL: Essential

EDU: 10 12 AD I P R




value). 69.1.5 Describe sources of income (wages/salaries, interest, rent, dividends, and transfer



BIL: Essential

EDU: 10 12 AD I P R



379







BIL: Essential

EDU: 10 12 AD I P R




• Evaluate how features and characteristics make information accessible and usable and how structures help authors achieve their purposes. (Reading Applications: Informational, Technical and Persuasive Text A, | 8-10)


380






BIL: Essential

EDU: 10 12 AD I P R



BIL: Essential

EDU: 10 12 AD I P




381






382

Unit 70: Economics

BIL: Essential

EDU: 10 12 AD P R







BIL: Essential

EDU: 10 12 AD I P




383










BIL: Essential

EDU: 10 12 AD P R



384

BIL: Essential

EDU: 10 12 AD I P


limited liability company, general partnership). 70.4.2 Identify the legal implications for establishing each type of organization. 70.4.3 Differentiate among types of corporations (e.g., profit, nonprofit, domestic, and






BIL: Essential

EDU: 10 12 AD I P



385





BIL: Essential

EDU: 10 12 AD I P




386

BIL: Essential

EDU: 10 12 AD I P




70.7.2 Describe the concept of price stability as an economic measure. 70.7.3 Explain the basics of macroeconomic instability theories. 70.7.4 Discuss the measure of consumer spending as an economic indicator. 70.7.5 Discuss the impact of a nation’s unemployment rates. 70.7.6 Describe the economic impact of inflation on business. 70.7.7 Explain unemployment and inflation trade-offs. 70.7.8 Explain the economic impact of interest-rate fluctuations. 70.7.9 Determine the impact of business cycles on business activities. 70.7.10 Explain how monetary and fiscal policies can be used to regulate business cycles. Correlated Mathematics Academic Content Benchmarks






387

BIL: Essential

EDU: 10 12 AD I


economy. 70.8.4 Discuss the impact of cultural and social environments on world trade. 70.8.5 Describe ways that businesses can enter global markets. 70.8.6 Explain labor issues associated with global trade. 70.8.7 Describe the impact of regional trade organizations on global trade. 70.8.8 Evaluate the impact of world circumstances and events. 70.8.9 Evaluate influences on a nation’s ability to trade. Correlated English Language Arts Academic Content Benchmarks








388

BIL: Essential

EDU: 10 12 AD APS I P










389

Unit 71: Accounting

BIL: Essential

EDU: 10 12 AD P R



BIL: Essential

EDU: 10 12 AD I P









390

BIL: Essential

EDU: 10 12 AD P R




BIL: Recommended

EDU: 10 12 AD I P






391

BIL: Recommended

EDU: 10 12 AD I P







BIL: Recommended

EDU: 10 12 AD I P



392






BIL: Recommended

EDU: 10 12 AD I P



BIL: Essential

EDU: 10 12 AD I P




393

71.8.4 Account for investments and withdrawals by owners. 71.8.5 Maintain inventory accounts (e.g., LIFO, FIFO, specific identification and

weighted average). 71.8.6 Use accounting software to maintain accounting records. Correlated English Language Arts Academic Content Benchmarks







BIL: Essential

EDU: 10 12 AD I P

Competency 71.9: Maintain cash controls. Descriptors: 71.9.1 Explain cash control procedures (e.g., signature cards, deposit slips, internal/external

controls, and cash clearing). 71.9.2 Prove cash. 71.9.3 Journalize and post entries to establish and replenish petty cash. 71.9.4 Write checks. 71.9.5 Process checks. 71.9.6 Journalize and post entries related to banking activities. 71.9.7 Explain the benefits of electronic funds transfer (EFT). 71.9.8 Prepare bank deposits. 71.9.9 Prepare purchase requisitions. 71.9.10 Prepare purchase orders. 71.9.11 Prepare sales slips. 71.9.12 Prepare invoices.


394








395

Unit 72: Financial Management BIL: Essential

EDU: 10 12 AD P R



BIL: Essential

EDU: 10 12 AD I P







396

BIL: Essential

EDU: 10 12 AD I P











397

Unit 73: Technology

BIL: Essential

EDU: 10 12 AD P R



BIL: Essential

EDU: 10 12 AD P R


BIL: Essential

EDU: 10 12 AD P R




398

BIL: Essential

EDU: 10 12 AD P R



BIL: Essential

EDU: 10 12 AD P R

Competency 73.5: Demonstrate basic e-mail functions. Descriptors: 73.5.1 Explain the features (capabilities) of e-mail. 73.5.2 Discuss e-mail etiquette. 73.5.3 Write and send a professional e-mail message. 73.5.4 Reply to an e-mail message. 73.5.5 Forward an e-mail message. 73.5.6 Add a signature file. 73.5.7 Open attachments. 73.5.8 Save attachments to the computer’s hard drive. 73.5.9 Append attachments. 73.5.10 Label messages. 73.5.11 Add names to the address book. 73.5.12 Set up a distribution list. 73.5.13 Put message in the outbox. 73.5.14 Sort mail. 73.5.15 Search for messages. 73.5.16 Use e-mail shortcuts 73.5.17 Use auto-responder. 73.5.18 Post a message on a listserv. 73.5.19 Create a new e-mail folder. 73.5.20 Store e-mail messages in folders.


399





BIL: Essential

EDU: 10 12 AD P R




BIL: Essential

EDU: 10 12 AD P R

Competency 73.7: Demonstrate basic word processing skills. Descriptors: 73.7.1 Identify capabilities of word-processing software. 73.7.2 Enter and store text in a word-processing application. 73.7.3 Search for and replace text in a document stored in a word-processing application. 73.7.4 Retrieve, edit and print a document stored in a word-processing application. 73.7.5 Cut and paste information from one text document into another in a word

processing application.


400

73.7.6 Create a text document containing columns in a word processing application. 73.7.7 Insert and print a graph in a word processing document. 73.7.8 Utilize the page numbering feature. Correlated English Language Arts Academic Content Benchmarks


BIL: Recommended

EDU: 10 12 AD I R



BIL: Essential

EDU: 10 12 AD P R

Competency 73.9: Use presentation software. Descriptors: 73.9.1 Identify the capabilities of presentation software. 73.9.2 Describe the characteristics of effective presentation documents. 73.9.3 Enter and store text into a presentation document. 73.9.4 Import graphics into a presentation document.


401

73.9.5 Develop builds and transitions for screens and/or slides. 73.9.6 Retrieve and edit screens and/or slides. 73.9.7 Add/Delete screens and/or slides. 73.9.8 Create presentations that are compelling, professional and visually appealing. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD P R

Competency 73.10: Create basic databases. Descriptors: 73.10.1 Identify the capabilities of database software. 73.10.2 Create a database structure. 73.10.3 Construct queries. 73.10.4 Enter and store data. 73.10.5 Retrieve and modify data. 73.10.6 Delete database records. 73.10.7 Sort data in a database, given predetermined criteria. 73.10.8 Output data into a report format. 73.10.9 Create a chart or graph using information in a database file. 73.10.10 Print labels from a database. 73.10.11 Print a database list and/or report. 73.10.12 Ensure data integrity. 73.10.13 Validate data. 73.10.14 Eliminate data redundancy (i.e., normalize data). Correlated English Language Arts Academic Content Benchmarks



402





BIL: Essential

EDU: 10 12 AD P R





403

BIL: Essential

EDU: 10 12 AD P R




BIL: Essential

EDU: 10 12 AD I P


Descriptors: 73.13.1 Use the Future Value function. 73.13.2 Use the Payment function. 73.13.3 Use the Goal Seek function. 73.13.4 Use the Solver function. 73.13.5 Use the Pivot Tables function. 73.13.6 Use the IF function. 73.13.7 Use the SUMIF function. 73.13.8 Use the Lookup function.


404





BIL: Essential

EDU: 10 12 AD P R



BIL: Essential

EDU: 10 12 AD P R




405

BIL: Essential

EDU: 10 12 AD I P





BIL: Essential

EDU: 10 12 AD I P


graphics files size, navigation). 73.17.3 Explain the importance of tags in structuring Web pages. 73.17.4 Discuss the importance of using a descriptive, useful title on a Web page. 73.17.5 Identify naming conventions for Web files. 73.17.6 Save and name Web files. 73.17.7 Identify information in HTML documents that will be ignored by browsers. 73.17.8 Set up an HTML document.


406

73.17.9 Format the text of a Web page. 73.17.10 Discuss considerations in selecting a graphics format. 73.17.11 Add graphic elements to a Web page. 73.17.12 Add attributes to a tag for a Web page. 73.17.13 Add hypertext links in a Web page. 73.17.14 Display a document within a Web browser. 73.17.15 Upload a Web page. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P



BIL: Essential

EDU: 10 12 AD P R




online). 73.19.3 Use technical language to communicate with support technicians. 73.19.4 Recognize the need to keep up to date technologically.


407




BIL: Essential

EDU: 10 12 AD P R




408


BIL: Essential

EDU: 10 12 AD P R




BIL: Essential

EDU: 10 12 AD P R





409

BIL: Essential

EDU: 10 12 AD P R





BIL: Essential

EDU: 10 12 AD I P



geographic, chronological, and alphabetical). 74.4.4 Perform electronic and manual filing operations. 74.4.5 Retrieve files. 74.4.6 Archive information according to retention procedures. 74.4.7 Perform a periodic audit of records (e.g., retention, purge, security, storage

method).


410

BIL: Essential

EDU: 10 12 AD I P













411

Data Mining

BIL: Essential

EDU: 10 12 AD P

Competency 74.6: Explain data mining. Descriptors: 74.6.1 Define data mining. 74.6.2 Identify the basic tools and techniques of data mining. 74.6.3 Explain the use of data mining in customer relationship management (CRM). 74.6.4 Identify and select key data needed to measure performance.

BIL: Essential

EDU: 10 12 AD P

Competency 74.7: Apply ethical behaviors to data mining. Descriptors: 74.7.1 Define appropriate security measures for data mining. 74.7.2 Explain the limitations of data mining. 74.7.3 Define the use of permanent detail data for legal or ethical purposes.

BIL: Essential

EDU: 10 12 AD P

Competency 74.8: Use basic data mining techniques to make management decisions. Descriptors: 74.8.1 Identify sources of management information accessible through data mining. 74.8.2 Select appropriate data to mine. 74.8.3 Analyze management data (e.g., promotion, site personalization, product mix). Correlated English Language Arts Academic Content Benchmarks



412







413


BIL: Essential

EDU: 10 12 AD I P



management.

BIL: Essential

EDU: 10 12 AD P




BIL: Recommended

EDU: 10 12 AD I




414

BIL: Essential

EDU: 10 12 AD P



415


BIL: Essential

EDU: 10 12 AD P R



BIL: Essential

EDU: 10 12 AD I P

Competency 76.2: Plan production. Descriptors: 76.2.1 Create a master production schedule. 76.2.2 Identify factors affecting a master production schedule. 76.2.3 Forecast production needs. 76.2.4 Analyze product lead time. 76.2.5 Use query reports for problems. 76.2.6 Adjust the long-term plan to maintain continuity. 76.2.7 Prioritize purchase of long lead-time components. 76.2.8 Determine capacity levels so that the master production schedule avoids critical

resource conflicts. Correlated English Language Arts Academic Content Benchmarks



416






BIL: Recommended

EDU: 10 12 AD I

Competency 76.3: Integrate product development into the operational process. Descriptors: 76.3.1 Explain the outcome of integrating product development into the operational

processes. 76.3.2 Ensure that product introduction checklists are in place. 76.3.3 Complete a team chart outlining the team’s purpose. 76.3.4 Outline the total product from the customer’s viewpoint. Correlated English Language Arts Academic Content Benchmarks


BIL: Recommended

EDU: 10 12 AD I

Competency 76.4: Apply operations management principles and procedures. Descriptors: 76.4.1 Identify methods and tools for designing or redesigning products. 76.4.2 Evaluate a product design process. 76.4.3 Evaluate the effectiveness and efficiency of a production schedule. 76.4.4 Identify factors considered with materials procurement.


417

76.4.5 Identify methods of controlling inventory. 76.4.6 Identify inventory control concerns. 76.4.7 Evaluate a system for maintaining inventory. Correlated English Language Arts Academic Content Benchmarks



• Demonstrate fluency in operations with real numbers, vectors and matrices, using mental computation or paper and pencil calculations for simple cases and technology for more complicated cases. (Number, Number Sense and Operations D, 11-12)



BIL: Essential

EDU: 10 12 AD P

Competency 76.5: Analyze job costing. Descriptors: 76.5.1 Measure actual vs. estimated costs. 76.5.2 Identify the cost of a job. 76.5.3 Interpret the outcome of job costing. 76.5.4 Establish target costs. 76.5.5 Identify the interaction between operations and accounting. Correlated Mathematics Academic Content Benchmarks





418

BIL: Essential

EDU: 10 12 AD I P







BIL: Essential

EDU: 10 12 AD I P

Competency 76.7: Maintain property and equipment. Descriptors: 76.7.1 Identify routine activities for maintaining business facilities and equipment. 76.7.2 Plan a maintenance program.


419


BIL: Essential

EDU: 10 12 AD P R


BIL: Essential

EDU: 10 12 AD I P



BIL: Essential

EDU: 10 12 AD P

Competency 76.10: Negotiate contracts with vendors/suppliers. Descriptors: 76.10.1 Describe factors that should be negotiated with vendors. 76.10.2 Identify types of discounts that can be negotiated. 76.10.3 Use guidelines in negotiating contracts with vendors. 76.10.4 Describe and write RFPs (requests for proposal).


420






BIL: Essential

EDU: 10 12 AD P

Competency 76.11: Select vendors/suppliers of materials or services. Descriptors: 76.11.1 Identify the degree and type of competition and its effects on procurement. 76.11.2 Compare and contrast purchasing from manufacturers versus distributors, large

versus small suppliers and national versus local suppliers. 76.11.3 Explain the regulations and costs that must be considered when comparing

national versus international suppliers and internal versus external suppliers. 76.11.4 Identify the factors that help determine whether existing or new sources are used. 76.11.5 Cite reasons a business may want to choose more than one vendor/supplier. 76.11.6 Use guidelines in choosing a vendor/supplier. Correlated English Language Arts Academic Content Benchmarks







421

BIL: Essential

EDU: 10 12 AD P

Competency 76.12: Evaluate vendors/suppliers. Descriptors: 76.12.1 Determine product, supply and cost requirements. 76.12.2 Establish feedback and review systems. 76.12.3 Determine key supply measures for the end user or customer. 76.12.4 Implement a tracking system to measure suppliers’ performance (e.g., bar code,

manual, electronic [RFID]). Correlated Mathematics Academic Content Benchmarks




Supply Chain Management

BIL: Essential

EDU: 10 12 AD I P

Competency 76.13: Explain the concept of supply chain management (SCM). Descriptors: 76.13.1 Identify components of the supply chain. 76.13.2 Explain the benefits of supply chain collaboration. 76.13.3 Explain the advantages and disadvantages of inter-organizational supply chains. 76.13.4 Identify the components that impact supply chains. 76.13.5 Explain integrated operations in supply chains.


422

BIL: Recommended

EDU: 10 12 AD I

Competency 76.14: Evaluate supply chain management. Descriptors: 76.14.1 Evaluate how supply chain management reduces order response times, reduces

inventory requirements, reduces costs, increases revenues and reduces cumulative cycle time.

76.14.2 Evaluate the role of intranets and extranets in supply chain management. 76.14.3 Examine future trends in supply chain management. Correlated Mathematics Academic Content Benchmarks




Purchasing

BIL: Essential

EDU: 10 12 AD P

Competency 76.15: Explain company purchasing policies. Descriptors: 76.15.1 Explain the importance of company purchasing policies. 76.15.2 Describe types of company purchasing policies. 76.15.3 Explain how purchasing policies enable businesses to obtain the right materials or

services in the right quantities at the right time from the right sources at the right price (e.g., just-in-time).




423

BIL: Essential

EDU: 10 12 AD P R

Competency 76.16: Explain the buying process. Descriptors: 76.16.1 Identify steps in the buying process. 76.16.2 Explain factors that indicate the need to make a buying decision. 76.16.3 Explain the importance of the buying process to productivity.

BIL: Essential

EDU: 10 12 AD P

Competency 76.17: Develop a procurement/acquisition plan. Descriptors: 76.17.1 Identify organizational objectives that influence procurement. 76.17.2 Identify operational, marketing, financial and supply strategies that influence

purchasing. 76.17.3 Utilize a short- and long-range materials/services plan. 76.17.4 Explain how standardization, consolidation, outsourcing, partnering and

cooperative purchasing influence procurement plans. 76.17.5 Evaluate a procurement/acquisition plan. Correlated English Language Arts Academic Content Benchmarks







424

BIL: Essential

EDU: 10 12 AD I P

Competency 76.18: Analyze organizational requirements for purchase requisitions. Descriptors: 76.18.1 Describe types of purchase orders. 76.18.2 Describe common organizational requirements for requisitions. 76.18.3 Identify a company’s socioeconomic commitments as they relate to requisitions

(e.g., environmentally friendly). 76.18.4 Analyze budgetary procedures for requisitions. 76.18.5 Explain common expense allocation processes. 76.18.6 Describe the types of funds used for purchases (e.g., grants, capital). 76.18.7 Analyze priority procedures that businesses use for purchases. Correlated English Language Arts Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD P

Competency 76.19: Explain competitive bids, quotations and proposals. Descriptors: 76.19.1 Identify the types of solicitations and bids used in procurement. 76.19.2 Discuss general solicitations using commonly accepted procedures. 76.19.3 Identify the regulations (internal and external) that can affect the bidding process. 76.19.4 Identify federal, state and local laws that may be applicable to products. 76.19.5 Describe the types of terms and conditions used in solicitations. 76.19.6 Describe when to use competitive bidding and/or negotiations (vendor managed

inventory [VMI]). 76.19.7 Determine when terms and conditions should be used. 76.19.8 Describe the procedure for canceling solicitations.


425




BIL: Essential

EDU: 10 12 AD P

Competency 76.20: Describe appropriate methods of procurement. Descriptors: 76.20.1 Identify consignment methods. 76.20.2 Explain the use of blanket orders. 76.20.3 Describe the function of systems contracting. 76.20.4 Describe methods of ordering (e.g., telephone, fax, mail). 76.20.5 Identify the advantages and disadvantages of procurement methods. 76.20.6 Explain stockless buying and inventory systems. 76.20.7 Explain standing orders. 76.20.8 Explain when credit cards and procurement cards are used for purchases. 76.20.9 Explain the concept of Kanban/pull signals. 76.20.10 Describe the process of supplier managed inventory. 76.20.11 Describe the concept of e-procurement and auction processes and associated

costs. 76.20.12 Describe the concept of supplier relationship management. Correlated English Language Arts Academic Content Benchmarks



426

BIL: Essential

EDU: 10 12 AD P

Competency 76.21: Perform a cost/benefit analysis of planned acquisitions. Descriptors: 76.21.1 Calculate direct, indirect and total costs. 76.21.2 Describe purchase price variance. 76.21.3 Discriminate between direct and indirect costs. 76.21.4 Allocate overhead to planned acquisitions. 76.21.5 Calculate life cycle and opportunity costs associated with planned acquisitions. 76.21.6 Describe activity-based costing for procurement. 76.21.7 Apply financial tools (e.g., return on investment, return on assets employed,

return on total assets, margin analysis and profitability) to planned acquisitions. Correlated Mathematics Academic Content Benchmarks




• Solve and graph linear equations and inequalities. (Patterns, Functions and Algebra F, 8-10)





427

BIL: Essential

EDU: 10 12 AD I P






Quality

BIL: Essential

EDU: 10 12 AD I P





428

BIL: Essential

EDU: 10 12 AD P

Competency 76.24: Manage quality achievement. Descriptors: 76.24.1 Explain the importance of management’s commitment to quality achievement. 76.24.2 Describe tools that management can use to improve quality. 76.24.3 Determine the cost implications for quality attainment. 76.24.4 Develop a plan and/or program for achieving of quality. 76.24.5 Develop a measurement system for reporting return on investment (ROI).






BIL: Essential

EDU: 10 12 AD I P

Competency 76.25: Explain quality assurance. Descriptors: 76.25.1 Discuss the current application of quality assurance and total quality management

(e.g., Deming Theory, ISO 9000, 9001). 76.25.2 Discuss the changes brought about by global quality leaders. 76.25.3 Discuss standards and requirements for quality systems (e.g., Baldrige, ISO

9001). 76.25.4 Describe measuring devices used to increase quality in functional areas. 76.25.5 Describe relationships among organizational structures, policies, procedures and

quality assurance. 76.25.6 Discuss successful efforts by industry to improve quality and/or reduce costs. 76.25.7 Discuss the use of benchmarking in quality achievement.


429

76.25.8 Identify internal and external customers impacted by quality. 76.25.9 Differentiate between variable and attribute data. 76.25.10 Identify types of control charts. 76.25.11 Explain how statistical techniques are used to control quality (e.g., Six Sigma). Correlated English Language Arts Academic Content Benchmarks





BIL: Essential

EDU: 10 12 AD P

Competency 76.26: Select and employ quality tools. Descriptors: 76.26.1 Describe the characteristics and functions of quality tools. 76.26.2 Select quality tools appropriate to a situation.

BIL: Essential

EDU: 10 12 AD P



430

BIL: Essential

EDU: 10 12 AD I P

Competency 76.28: Produce a quality product and/or service that is consistent with a company’s goals and objectives.

Descriptors: 76.28.1 Consider customer satisfaction in determining product and/or service

characteristics (e.g., usefulness, price, operation, life, reliability, and cost of operation).

76.28.2 Determine reliability factors (e.g., cost, human) for producing a quality product. 76.28.3 Achieve reliability through maintainability, good design and design

simplification. 76.28.4 Test the product and/or service for reliability. 76.28.5 Initiate predictive maintenance procedures. Correlated Mathematics Academic Content Benchmarks



431


BIL: Essential

EDU: 10 12 AD I P



BIL: Essential

EDU: 10 12 AD I P


the deliverable are to be generated, who is involved in each phase).

BIL: Essential

EDU: 10 12 AD I P

Competency 77.3: Explain standard project management processes. Descriptors: 77.3.1 Identify the stages of project management processes (i.e., initiate, plan, execute,

control, close). 77.3.2 Explain the interrelationships among the project management processes. 77.3.3 Explain selection decisions needed for project management processes.


432

BIL: Essential

EDU: 10 12 AD I P

Competency 77.4: Employ processes to initiate a project. Descriptors: 77.4.1 Describe the initiation process. 77.4.2 Describe the types of documentation that are typically generated during the

initiation process. 77.4.3 Explain the purpose for the project charter. 77.4.4 Prepare a preliminary project scope statement. 77.4.5 Determine the project’s economic feasibility. 77.4.6 Determine the project’s goals. 77.4.7 Determine the project’s deliverables. 77.4.8 Determine the project’s process outputs. 77.4.9 Document the project’s constraints. 77.4.10 Document the project’s assumptions. 77.4.11 Determine the project’s strategy. 77.4.12 Identify performance criteria for the project. 77.4.13 Determine the project’s resource requirements. 77.4.14 Set the project’s budget. 77.4.15 Produce formal documents to initiate a project. Correlated English Language Arts Academic Content Benchmarks








433

BIL: Essential

EDU: 10 12 AD I P

Competency 77.5: Employ processes to plan a project. Descriptors: 77.5.1 Describe the processes needed to plan a project. 77.5.2 Explain the components of a project management plan. 77.5.3 Explain the factors that are considered when determining a project’s scope. 77.5.4 Discuss the purpose for and components of a work breakdown structure (WBS). 77.5.5 Describe the outputs needed for defining and sequencing activities. 77.5.6 Describe the outputs needed for activity resource estimating. 77.5.7 Describe how a schedule is developed. 77.5.8 Determine the information and communication needs of stakeholders. 77.5.9 Explain the importance of human resources planning for a project. 77.5.10 Describe the inputs needed to estimate a project’s cost. 77.5.11 Describe how a cost baseline is reached. 77.5.12 Identify a project’s quality standards and determine how to meet them. 77.5.13 Determine roles, responsibilities and reporting relationships of project team

members. 77.5.14 Determine a project’s risk management activities. 77.5.15 Analyze the effects of potential risks on a project’s objectives. 77.5.16 Develop action plans to reduce threats posed by a project’s risks. 77.5.17 Develop a project procurement plan. Correlated English Language Arts Academic Content Benchmarks







434

BIL: Essential

EDU: 10 12 AD I P

Competency 77.6: Employ processes to execute a project. Descriptors: 77.6.1 Explain the processes needed to execute a project. 77.6.2 Describe variances that can cause re-planning during the execution of a project. 77.6.3 Describe common outputs generated during a project’s execution. 77.6.4 Discuss how quality assurance is performed during a project’s execution. 77.6.5 Create a process for selecting project’s sellers and vendors. 77.6.6 Communicate a project’s progress. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P

Competency 77.7: Employ processes to monitor and control a project. Descriptors: 77.7.1 Explain how the monitoring and controlling process functions throughout a

project. 77.7.2 Describe the steps in monitoring and controlling project work (i.e., collecting,

measuring and disseminating information; risk monitoring; status reporting). 77.7.3 Establish integrated change control measures (e.g., approving or rejecting

changes, determining whether changes occurred). 77.7.4 Control changes to a project’s scope and schedule. 77.7.5 Control changes to a project’s budget. 77.7.6 Monitor a project’s results to ensure that relevant standards are met. 77.7.7 Track the team’s performance on a project. 77.7.8 Perform risk monitoring and control tasks. 77.7.9 Prepare a performance report. Correlated English Language Arts Academic Content Benchmarks



435





BIL: Essential

EDU: 10 12 AD I P

Competency 77.8: Employ processes to manage a project’s costs. Descriptors: 77.8.1 Prepare an annual baseline plan budget, broken down by time period, task and

cost. 77.8.2 Develop an estimate of each task’s cost. 77.8.3 Use tools to control the budget and expenses (e.g., project management systems,

spreadsheets, manual and automated financial systems). 77.8.4 Use statistical tools to calculate the probabilities of meeting the project’s costs. 77.8.5 Devise risk management methods to handle cost variances. 77.8.6 Control changes to the project’s budget. 77.8.7 Monitor project changes that affect the budget. 77.8.8 Revise the project’s budget as necessary. 77.8.9 Use cost performance reporting tools to control the project’s expenditures. 77.8.10 Determine which tasks are on or off the baseline budget and whether cash flows

are affected. Correlated Mathematics Academic Content Benchmarks



• Make predictions based on theoretical probabilities and experimental results. (Data Analysis and Probability K, 8-10)




436

BIL: Essential

EDU: 10 12 AD I P

Competency 77.9: Employ processes to manage a project’s quality. Descriptors: 77.9.1 Determine which quality control standards are relevant to the project. 77.9.2 Develop a quality management plan that quantifies and coordinates the activities

and assesses the effectiveness, efficiency and quality of the system. 77.9.3 Conduct quality assurance activities to ensure that the project will satisfy the

quality standards. 77.9.4 Manage the technical quality of the system by using walkthroughs, reviews,

testing, defect removal, and independent validations and verification. 77.9.5 Act on negative results detected during quality control activities. Correlated Mathematics Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P

Competency 77.10: Distribute project information. Descriptors: 77.10.1 Determine the information and communication needs of stakeholders (e.g., what

information, when it is needed, how and to whom it should be provided). 77.10.2 Develop a project communications plan. 77.10.3 Make necessary information available to project stakeholders in a concise and

timely fashion (e.g., using verbal, textual and graphical reporting tools). 77.10.4 Use earned value analysis to compare present status with the baseline to forecast

future trends. Correlated English Language Arts Academic Content Benchmarks

• Prepare writing for publication that is legible, follows an appropriate format and uses techniques such as electronic resources and graphics. (Writing Processes F, 8-10)



437


• Use a variety of mathematical representations flexibly and appropriately to organize, record and communicate mathematical ideas. (Mathematical Processes E, 8-10)

BIL: Essential

EDU: 10 12 AD I P

Competency 77.11: Control project risk. Descriptors: 77.11.1 Develop a risk management plan to document a project’s processes, activities,

milestones and responsibilities. 77.11.2 Assign resources for managing project risk. 77.11.3 Identify internal project risk (i.e., those under the control of the project). 77.11.4 Identify external project risk (i.e., those not under control of the project: economy,

political climate, and other projects). 77.11.5 Use risk management charts, spreadsheets and other tools to evaluate and

prioritize risks. 77.11.6 Communicate a project’s risks and possible results to stakeholders. 77.11.7 Document actual project risk events. Correlated English Language Arts Academic Content Benchmarks





438

BIL: Essential

EDU: 10 12 AD I P

Competency 77.12: Perform project procurement management. Descriptors: 77.12.1 Develop agreements with external project vendors and contractors. 77.12.2 Prepare procurement support documentation (e.g., specifications, statements of

work, requests for information, requests for proposal, evaluation criteria, vendor lists).

77.12.3 Obtain proposals from project vendors/suppliers. 77.12.4 Select a proposal by applying evaluation criteria. 77.12.5 Establish the contract to ensure that all contractual parties are satisfied with the

terms and conditions of the project’s contract. 77.12.6 Control changes and amendments to the project’s procurement contract if changes

are required. 77.12.7 Monitor a contractor’s performance in relation to cost, schedule, scope and

quality. Correlated English Language Arts Academic Content Benchmarks






439

BIL: Essential

EDU: 10 12 AD I P

Competency 77.13: Employ processes to close a project. Descriptors: 77.13.1 Describe the processes needed for closing a project. 77.13.2 Preserve a project’s records and tools. 77.13.3 Document “lessons learned” from the project. 77.13.4 Complete all contracts. 77.13.5 Conduct a post-project audit to ensure that the actuals, risks, general findings and

“lessons learned” are documented and disseminated, to support a continuous learning culture.




440


BIL: Essential

EDU: 10 12 AD I P



BIL: Essential

EDU: 10 12 AD P R


BIL: Essential

EDU: 10 12 AD I P






441

BIL: Essential

EDU: 10 12 AD I P

Competency 78.4: Analyze staffing issues that impact hiring decisions. Descriptors: 78.4.1 Review company policy for compliance with employment laws and regulations. 78.4.2 Explain how compensation and benefit plans affect recruitment and retention

efforts. 78.4.3 Assess the use of alternative staffing methods (e.g., telecommuting, outsourcing). 78.4.4 Evaluate the impact of the company’s employment policies and procedures on

hiring decisions. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P

Competency 78.5: Determine hiring needs. Descriptors: 78.5.1 Describe planning techniques in the hiring process (e.g., succession planning,

forecasting). 78.5.2 Use staffing metrics to assess the effectiveness of hiring decisions (e.g., cost

benefit analysis, costs per hire, selection ratios, and adverse impact). 78.5.3 Evaluate hiring criteria. 78.5.4 Develop a staffing plan. 78.5.5 Establish a file of job openings. 78.5.6 Identify hiring selection criteria (e.g., job descriptions, job competencies). 78.5.7 Establish selection procedures (e.g., interviewing, testing, reference and

background checking). Correlated English Language Arts Academic Content Benchmarks



442




BIL: Essential

EDU: 10 12 AD I P

Competency 78.6: Recruit new and existing employees. Descriptors: 78.6.1 Describe recruitment methods and strategies. 78.6.2 Identify recruitment sources (e.g., agencies, Internet, advertising, personal). 78.6.3 Establish selection criteria for recruitment source selection. 78.6.4 Assess the availability of qualified applicants. 78.6.5 Select recruitment methods and sources for a business based on mission, goals

and strategic objectives. 78.6.6 Develop strategies for marketing the organization to potential employees. 78.6.7 Implement recruitment methods. 78.6.8 Apply criteria for evaluating recruitment sources. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P

Competency 78.7: Screen job applications and résumés. Descriptors: 78.7.1 Describe the characteristics of an effective employment application. 78.7.2 Establish selection criteria for screening résumés. 78.7.3 Apply selection criteria for screening résumés.


443



BIL: Essential

EDU: 10 12 AD I P

Competency 78.8: Interview job applicants. Descriptors: 78.8.1 Demonstrate interview styles and techniques (e.g., panel approach, behavioral,

competency-based). 78.8.2 Identify the legal aspects of interviewing. 78.8.3 Summarize information obtained from an interview. Correlated English Language Arts Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD P

Competency 78.9: Select new and existing employees for job openings. Descriptors: 78.9.1 Describe the benefits associated with hiring the right employee for the right job. 78.9.2 Compare the hiring process utilized with different job levels. 78.9.3 Explain factors affecting the selection process. 78.9.4 Describe sources of information about job applicants. 78.9.5 Administer selection tests and interpret the results. 78.9.6 Obtain information about job applicants from references. 78.9.7 Apply criteria to select a job applicant for the job opening.


444

BIL: Essential

EDU: 10 12 AD I P

Competency 78.10: Make a job offer. Descriptors: 78.10.1 Describe the elements of hiring offers. 78.10.2 Discuss employee compensation. 78.10.3 Explain contingency factors impacting a job offer (e.g., background checks, drug

testing, physical). 78.10.4 Confirm the job applicant’s interest in accepting the offer. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD P

Competency 78.11: Perform post-offer employment activities. Descriptors: 78.11.1 Discuss the advantages and disadvantages of conducting pre-hiring background

checks and pre-employment drug testing. 78.11.2 Explain differences in staffing of non-U.S. citizens (e.g., visa, Green Card). 78.11.3 Explain the use of employment contracts. 78.11.4 Customize an employment contract for a selected business. 78.11.5 Administer post-employment-offer activities (e.g., completing forms, conducting

background checks). 78.11.6 Review medical examination results. 78.11.7 Provide and assist with employee relocation. Correlated English Language Arts Academic Content Benchmarks




445

On-boarding

BIL: Essential

EDU: 10 12 AD P

Competency 78.12: Orient new employees. Descriptors: 78.12.1 Explain the benefits of new employee orientation. 78.12.2 Identify sources of orientation information. 78.12.3 Describe the content of a new employee orientation program. 78.12.4 Evaluate the effectiveness of new employee orientations. 78.12.5 Identify factors to consider in planning a job orientation program. 78.12.6 Describe procedures for orienting new employees. 78.12.7 Develop and implement new employee orientations. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD P

Competency 78.13: Train new employees. Descriptors: 78.13.1 Explain the role of training. 78.13.2 Differentiate among training provided to employees at different job levels. 78.13.3 Discuss instructional methods and program delivery. 78.13.4 Compare and contrast training methods, programs and techniques. 78.13.5 Select and implement training methods, programs and techniques. 78.13.6 Assess the effectiveness of training. Correlated English Language Arts Academic Content Benchmarks



446



BIL: Essential

EDU: 10 12 AD P

Competency 78.14: Identify and administer human resources development. Descriptors: 78.14.1 Differentiate between training and human resources development. 78.14.2 Conduct gap and/or needs analyses to identify human resources development

needs. 78.14.3 Determine issues impacting human resources development (e.g., organizational

culture and policies, societal norms). 78.14.4 Apply human resources development theories. Correlated English Language Arts Academic Content Benchmarks






BIL: Essential

EDU: 10 12 AD I P

Competency 78.15: Coach employees. Descriptors: 78.15.1 Discuss reasons for coaching employees. 78.15.2 Explain coaching techniques. 78.15.3 Select and apply coaching techniques.


447




BIL: Essential

EDU: 10 12 AD I P


BIL: Essential

EDU: 10 12 AD I P




448

BIL: Essential

EDU: 10 12 AD I P








BIL: Essential

EDU: 10 12 AD I P


demote employees. 78.19.6 Explain procedures for assessing employee performance.


449

78.19.7 Implement periodic, informal performance appraisals. 78.19.8 Assist supervisors and employees in recognizing the goals of a performance

appraisal. 78.19.9 Use performance appraisal tools. 78.19.10 Demonstrate procedures for assessing employee performance. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P







450

BIL: Recommended

EDU: 10 12 AD I P

Competency 78.21: Implement dispute resolution policies and procedures. Descriptors: 78.21.1 Handle employee complaints and grievances. 78.21.2 Employ conflict resolution techniques to resolve employee internal complaints. 78.21.3 Participate in resolving employee complaints filed with federal, state and local

agencies. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P

Competency 78.22: Determine and follow procedures prior to dismissing or firing employees.

Descriptors: 78.22.1 Identify reasons for dismissing or firing employees. 78.22.2 Discuss steps to be taken prior to dismissing or firing an employee (e.g.,

documentation). 78.22.3 Identify and adhere to procedures prior to dismissing or firing employees. Correlated English Language Arts Academic Content Benchmarks



451

BIL: Essential

EDU: 10 12 AD I P

Competency 78.23: Determine the strategic importance of the employee exit. Descriptors: 78.23.1 Identify major forms of employee exit from an organization. 78.23.2 Determine distinctions among different types of employee exit. 78.23.3 Evaluate the implications of each form of employee exit.

BIL: Essential

EDU: 10 12 AD I P

Competency 78.24: Adhere to employment-at-will regulations. Descriptors: 78.24.1 Define employment at will. 78.24.2 Research federal, state and local legislation that governs employee exits (e.g.,

Warren Act, COBRA). 78.24.3 Determine exceptions to and examples of employment at will. 78.24.4 Follow employment at will procedures when releasing staff. Correlated English Language Arts Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD I P

Competency 78.25: Release staff due to layoffs. Descriptors: 78.25.1 Determine the outcomes of using layoffs to increase an organization’s

productivity. 78.25.2 Identify procedures for layoffs. 78.25.3 Identify tactics for reducing work force size.


452

78.25.4 Determine legal constraints associated with layoffs. 78.25.5 Identify out-placement procedures and activities used during layoffs. 78.25.6 Follow procedures for releasing staff due to layoffs. Correlated English Language Arts Academic Content Benchmarks

• Demonstrate comprehension of print and electronic text by responding to questions (e.g., literal, inferential, evaluative and synthesizing). (Reading Process B, 8-10; Reading Process B, 11-12



BIL: Essential

EDU: 10 12 AD I P

Competency 78.26: Terminate staff for cause. Descriptors: 78.26.1 Discuss legal requirements for terminating staff for cause. 78.26.2 Identify documentation requirements when terminating staff for cause. 78.26.3 Ensure that appropriate measures have been taken to ensure the legality of

employee termination. 78.26.4 Discuss procedures for protecting the security of the business when dismissing

employees. 78.26.5 Identify proactive methods for managing termination for cause. 78.26.6 Implement company guidelines for terminating employee for cause. Correlated English Language Arts Academic Content Benchmarks



453

BIL: Essential

EDU: 10 12 AD I P

Competency 78.27: Conduct employee exit activities. Descriptors: 78.27.1 Explain the purposes for exit interviews. 78.27.2 Determine questions to ask during exit interviews. 78.27.3 Recognize drivers of terminations, downsizing and outplacement activities. 78.27.4 Ensure employee understanding of laws applicable to employee termination (e.g., voluntary, involuntary, final pay and state requirements). 78.27.5 Discuss the need to use integrity and compassion when terminating employees. 78.27.6 Explain the employee exit process to the employee (e.g., unemployment insurance

claim response). 78.27.7 Conduct an exit interview. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P

Competency 78.28: Explain the roles of labor and management. Descriptors: 78.28.1 Explain unfair labor practices. 78.28.2 Explain the historical roles of the labor movement in the United States, including

how organized labor operates. 78.28.3 Describe historical examples of labor negotiations. 78.28.4 Define collective bargaining. 78.28.5 Explain employees’ right to bargain collectively. 78.28.6 Discuss conflict resolution skills in the collective bargaining process. 78.28.7 Recognize the impact of union organizing activity. Correlated English Language Arts Academic Content Benchmarks



454

BIL: Essential

EDU: 10 12 AD I P

Competency 78.29: Discuss employee and labor relations issues. Descriptors: 78.29.1 Explain individual employment rights issues and practices. 78.29.2 Discuss workplace behavior issues and practices (e.g., absenteeism, discipline). 78.29.3 Discuss public sector labor relations issues and practices. 78.29.4 Discuss expatriation and repatriation issues and practices for international

assignments.

BIL: Essential

EDU: 10 12 AD I P

Competency 78.30: Evaluate strategies for building cooperative employer-employee relationships.

Descriptors: 78.30.1 Develop employee relations programs that will create a positive, high-

performance organizational culture. 78.30.2 Measure the effectiveness of employee relations activities. 78.30.3 Describe ways companies establish cooperation between employees and

management (e.g., alternate work schedules, work teams, employee involvement, flexible work arrangements).

78.30.4 Assist with developing work rules. 78.30.5 Differentiate between job enrichment and job enhancement and how they support

employer-employee relationship goals. 78.30.6 Assess employee attitudes, opinions and satisfaction (e.g., opinion surveys,

attitude surveys, focus groups, climate assessments). 78.30.7 Apply employee assessment data in developing policies, procedures and activities

that build employer-employee cooperation. 78.30.8 Evaluate the effectiveness of policies, procedures and activities that build

employer-employee cooperation. 78.30.9 Employ techniques for facilitating positive employee relations (small group

facilitation, dispute resolution, site-based management committees). Correlated English Language Arts Academic Content Benchmarks




455




Compensation and Benefits

BIL: Essential

EDU: 10 12 AD I P

Competency 78.31: Coordinate compensation and benefit systems with management goals.

Descriptors: 78.31.1 Determine factors that constitute an effective compensation system. 78.31.2 Compare and contrast the components of a compensation system. 78.31.3 Describe the costs and benefits of employee compensation packages. 78.31.4 Describe the effects of compensation plans on company profits. 78.31.5 Explain common compensation concepts (e.g., market analysis and pay structures,

variable pay methods, executive compensation, non-cash compensation). 78.31.6 Explain the differences between incentives and bonuses. 78.31.7 Comply with the federal, state and local compensation and benefit laws (e.g., Fair

Labor Standards Act [FLSA], Family Medical Leave Act [FMLA], Employee Retirement Income Security Act [ERISA], and Consolidated Omnibus Budget Reconciliation Act [COBRA]).

78.31.8 Identify new or emerging compensation, pre-tax and benefit issues (e.g., health care system changes, company stock risks in retirement plans).

78.31.9 Evaluate compensation policies to ensure that they are positioning the organization internally and externally according to the organization’s strategic objectives.

78.31.10 Evaluate the benefits program to ensure that it is positioning the organization internally and externally according to the organization’s strategic objectives.

78.31.11 Compare and contrast international compensation laws and practices (e.g., compensation, socialized medicine, mandated retirement).

78.31.12 Communicate the compensation and benefits plan and policies to the work force. Correlated English Language Arts Academic Content Benchmarks



456





BIL: Essential

EDU: 10 12 AD I P

Competency 78.32: Calculate wages and benefits. Descriptors: 78.32.1 Maintain payroll register and individuals’ earnings records and tax information. 78.32.2 Complete employer’s quarterly federal tax return. 78.32.3 Calculate fringe benefits. 78.32.4 Calculate wage and salary increase plans (e.g., cost of living allowance [COLA],

merit increases, profit sharing).





BIL: Recommended

EDU: 10 12 AD I R

Competency 78.33: Analyze compensation functions. Descriptors: 78.33.1 Explain compensation policies and procedures. 78.33.2 Identify criteria used by compensation professionals to research, evaluate and

select a payroll system. 78.33.3 Research company payroll systems.


457

78.33.4 Identify payroll functions. 78.33.5 Analyze pay rates based on internal worth and external market conditions. 78.33.6 Identify pay structures (e.g., hourly, salaried, commission). 78.33.7 Determine the pay grade of a job. 78.33.8 Conduct a job analysis (i.e., job description, competitive market analysis, internal

pay range). Correlated English Language Arts Academic Content Benchmarks

• Use multiple resources to enhance comprehension of vocabulary. (Acquistion of Vocabulary F, 8-10; Aquistion of Vocabulary E, 11-12)








458

BIL: Recommended

EDU: 10 12 AD I R

Competency 78.34: Analyze benefits function. Descriptors: 78.34.1 Explain benefit plans (e.g., health insurance, life insurance, retirement plans,

educational assistance, and health club). 78.34.2 Describe the most commonly used benefit programs (e.g., cafeteria style,

traditional group plans). 78.34.3 Conduct a benefits needs assessment. 78.34.4 Investigate and select benefit plans in accordance with an organization’s strategic

objectives. 78.34.5 Identify the most common retirement plans. 78.34.6 Explain the strategic factors that go into designing a retirement plan for a

company (e.g., vesting strategies designed to enhance retention). 78.34.7 Research policies and procedures for a benefit plan. Correlated English Language Arts Academic Content Benchmarks









459

BIL: Essential

EDU: 10 12 AD P

Competency 78.35: Implement organizational development strategies.

Descriptors 78.35.1 Define organizational development. 78.35.2 Discuss the role of organizational reflection in organizational development. 78.35.3 Explain the relationship of system improvement and organizational development. 78.35.4 Describe planning tools used in organizational development. 78.35.5 Explain the use of self-analysis in organizational development. 78.35.6 Discuss employee involvement strategies in organizational development. 78.35.7 Describe the contributions of organizational development to a business. 78.35.8 Explain organizational development theories and applications. 78.35.9 Use organizational development strategies.

BIL: Essential

EDU: 10 12 AD P

Competency 78.36: Apply organizational strategic planning and policy-making processes. Descriptors: 78.36.1 Identify how Human Resources can participate as a partner in the organization’s

strategic planning process. 78.36.2 Establish strategic relationships with individuals and teams in the organization to

influence organizational decision making. 78.36.3 Facilitate activities that enable implementing strategic management processes. 78.36.4 Evaluate Human Resource’s contribution to organizational effectiveness,

including assessment, design, implementation and evaluation of activities with respect to strategic and organizational objectives.


460




Employee Health and Safety Programs

BIL: Essential

EDU: 10 12 AD P

Competency 78.37: Evaluate employee health and safety programs. Descriptors: 78.37.1 Develop and select injury and occupational illness prevention programs. 78.37.2 Design injury and occupational illness prevention programs. 78.37.3 Develop and select safety training and incentive programs. 78.37.4 Evaluate the effectiveness of safety prevention, training and incentive programs. 78.37.5 Implement workplace injury and occupational illness procedures. Correlated English Language Arts Academic Content Benchmarks






461


462

BIL: Recommended

EDU: 10 12 AD I P

Competency 78.38: Identify employee fitness and wellness programs. Descriptors: 78.38.1 Describe goals and services of an employee fitness and wellness program. 78.38.2 Explain types of fitness and wellness programs offered by businesses. 78.38.3 Describe health and wellness program elements needed for the organization. 78.38.4 Discuss the benefits of a fitness and wellness program to both an employee and

the organization. 78.38.5 Assess businesses’ employee wellness programs. 78.38.6 Identify criteria that occupational health and safety professionals use in evaluating

the effectiveness of employee participation in fitness and wellness program. Correlated Mathematics Academic Content Benchmarks


Postsecondary

Human Resources Management Specialty


463


Unit 79: Management

BIL: Essential

EDU: 10 12 AD I P R





BIL: Essential

EDU: 10 12 AD I P






managing business.


464

BIL: Essential

EDU: 10 12 AD P R




BIL: Essential

EDU: 10 12 AD I P









465

BIL: Essential

EDU: 10 12 AD I P






BIL: Essential

EDU: 10 12 AD I P









466





BIL: Essential

EDU: 10 12 AD I P


(e.g., changing goals, changing strategies). 79.7.3 Select an alternative that best matches the business need. 79.7.4 Effectively implement the new program or process. 79.7.5 Measure the effectiveness of the new program or process. Correlated Mathematics Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD P

Competency 79.8: Analyze cost/profit relationships to guide business decision making. Descriptors: 79.8.1 Explain the concept of productivity. 79.8.2 Analyze the effects of government expenditures and tax policies on productivity. 79.8.3 Analyze the impact of specialization/division of labor on productivity. 79.8.4 Explain the economic concepts of efficiency and equity. 79.8.5 Explain the concept of organized labor and business.


467

79.8.6 Explain the impact of the law of diminishing returns. 79.8.7 Describe the concept of economies of scale. 79.8.8 Describe cost/benefit analysis. 79.8.9 Determine relationships among total revenue, marginal revenue, output and profit. Correlated English Language Arts Academic Content Benchmarks















468


BIL: Essential

EDU: 10 12 AD I P R













469

BIL: Essential

EDU: 10 12 AD I R P

Competency 80.2: Develop concept for new business venture to evaluate its success potential.

Descriptors: 80.2.1 Describe entrepreneurial planning considerations. 80.2.2 Explain tools used by entrepreneurs for venture planning. 80.2.3 Assess start-up requirements. 80.2.4 Assess risks associated with the venture. 80.2.5 Describe external resources useful to entrepreneurs during concept development. 80.2.6 Assess the need for using external resources for concept development. 80.2.7 Describe strategies for protecting intellectual property. 80.2.8 Identify business plan components. 80.2.9 Use components the of business plan to define the venture idea. Correlated English Language Arts Academic Content Benchmarks











470

BIL: Essential

EDU: 10 12 AD I P



creation and startup. 80.3.3 Select sources of financing venture creation and startup. 80.3.4 Explain factors to consider in determining a venture’s human resources needs. 80.3.5 Explain considerations in decidingion to hire staff. 80.3.6 Describe considerations in selecting capital resources. 80.3.7 Investigate capital resources needed for the venture. 80.3.8 Assess the costs and benefits associated with resources. Correlated English Language Arts Academic Content Benchmarks






BIL: Essential

EDU: 10 12 AD I P

Competency 80.4: Investigate launch strategies. Descriptors: 80.4.1 Use external resources to supplement entrepreneur’s expertise. 80.4.2 Explain the complexity of business operations. 80.4.3 Evaluate risk-taking opportunities.


471

80.4.4 Explain the need for business systems and procedures. 80.4.5 Describe interrelationships of organizational models (e.g., line, line and staff,












472

BIL: Essential

EDU: 10 12 AD I P






473

Unit 81: Marketing

BIL: Essential

EDU: 10 12 AD I P R



BIL: Essential

EDU: 10 12 AD I P R




BIL: Essential

EDU: 10 12 AD P R




474

BIL: Essential

EDU: 10 12 AD I P



performance.


475


BIL: Essential

EDU: 10 12 AD I P R



BIL: Essential

EDU: 10 12 AD I P R




BIL: Essential

EDU: 10 12 AD I P R

Competency 82.3: Resolve conflicts with and for customers to encourage repeat business. Descriptors: 82.3.1 Handle difficult customers. 82.3.2 Handle customer complaints.


476




BIL: Essential

EDU: 10 12 AD I P




477


BIL: Essential

EDU: 10 12 AD I P R






BIL: Recommended

EDU: 10 12 AD P R




478



BIL: Recommended

EDU: 10 12 AD P R



BIL: Essential

EDU: 10 12 AD P R

Competency 83.4: Describe the functions of contracts. Descriptors: 83.4.1 Identify the required elements creating a contract. 83.4.2 Describe the requirements for a contract to be enforceable. 83.4.3 Identify ways a contract can be discharged. 83.4.4 Describe breach of contract. 83.4.5 Explain remedies for when a breach of contract occurs. 83.4.6 Discuss legal issues associated with electronic contracts and other online





479

BIL: Essential

EDU: 10 12 AD I P





BIL: Essential

EDU: 10 12 AD I P




480

BIL: Essential

EDU: 10 12 AD I P


• Demonstrate comprehension of printand electronic text by responding to questions (e.g., literal, inferential and synthesizing). (Reading Process B, 8-10; Reading Process B, 11-12)



BIL: Essential

EDU: 10 12 AD I P



481

BIL: Essential

EDU: 10 12 AD I P



• Obtain and evaluate information from public records and other sources related to a public policy issue. (Social Studies Skills and Methods A, 11-12)

BIL: Essential

EDU: 10 12 AD P



482


BIL: Essential

EDU: 10 12 AD I P


global, environmental, financial). 84.1.2 Explain how risk affects a business or a project. 84.1.3 Explain common workplace security risks (e.g., theft, corporate espionage,




BIL: Essential

EDU: 10 12 AD I P R


policies). 84.2.2 Apply ergonomic techniques to technology tasks. 84.2.3 Adhere to federal and state laws that apply to technological security including




• Apply reading comprehension strategies to understand grade appropriate texts. (Reading Process A, 8-10; Reading Process A, 11-12)



483

BIL: Essential

EDU: 10 12 AD I P

Competency 84.3: Recommend a security plan for a business. Descriptors: 84.3.1 Identify how security plans protect employees and companies from liability. 84.3.2 Compare and contrast different security plans used in business. 84.3.3 Select and recommend a company security plan. Correlated English Language Arts Academic Content Benchmarks





BIL: Essential

EDU: 10 12 AD I P

Competency 84.4: Recommend an incident response plan for a business. Descriptors: 84.4.1 Identify how incident response plans protect employees and companies from

liability. 84.4.2 Compare and contrast different incident response plans used in business. 84.4.3 Select and recommend a company incident response plan. Correlated English Language Arts Academic Content Benchmarks





484

BIL: Essential

EDU: 10 12 AD I P

Competency 84.5: Recommend a business recovery plan. Descriptors: 84.5.1 Identify how business recovery plans protect employees and companies from

liability. 84.5.2 Compare and contrast different business recovery plans. 84.5.3 Select and recommend a business recovery plan. Correlated English Language Arts Academic Content Benchmarks


Correlated Social Studies Academic Content Benchmarks • Critique data and information to determine the adequacy of support for conclusions.

(Social Studies Skills and Methods B, 11-12) BIL: Recommended

EDU: 10 12 AD I P R


84.6.2 Identify types of threats that occur in the workplace. 84.6.3 Describe the importance of being prepared to deal with workplace threats. 84.6.4 Explain steps to take to deal with workplace threats. 84.6.5 Explain measures that can be taken to prevent workplace threats. 84.6.6 Develop procedures for dealing with workplace threats. 84.6.7 Identify types of unsafe conditions in a business environment. 84.6.8 Describe the importance of fire prevention programs. Correlated English Language Arts Academic Content Benchmarks


BIL: Recommended

EDU: 10 12 AD P

Competency 84.7: Develop risk management policies. Descriptors: 84.7.1 Identify potential security issues. 84.7.2 Align risk management techniques with risks.


485

84.7.3 Establish policies for protecting company information and intangibles. 84.7.4 Establish policies for maintaining a non-hostile work environment. 84.7.5 Establish policies and procedures for maintaining physical security of the work



BIL: Recommended

EDU: 10 12 AD P



BIL: Essential

EDU: 10 12 AD I P R




486

BIL: Essential

EDU: 10 12 AD P R



BIL: Essential

EDU: 10 12 AD I P R

Competency 84.11: Implement safety procedures Descriptors: 84.11.1 Follow instructions for using equipment, tools and machinery. 84.11.2 Follow safety precautions. 84.11.3 Maintain a safe work environment. 84.11.4 Explain procedures for handling accidents. 84.11.5 Handle and report emergency situations. Correlated English Language Arts Academic Content Benchmarks




487

BIL: Essential

EDU: 10 12 AD I P





488


BIL: Essential

EDU: 10 12 AD I P R


body language, potential for forwarding information).

BIL: Essential

EDU: 10 12 AD I P R




BIL: Essential

EDU: 10 12 AD I P R

Competency 85.3: Apply appropriate verbal skills in business situations. Descriptors: 85.3.1 Explain characteristics of effective verbal communications. 85.3.2 Describe how nonverbal communication affects verbal messages.


489

85.3.3 Interpret others’ nonverbal cues. 85.3.4 Explain the importance of voice in communicating with others. 85.3.5 Identify situations in which employees need to address others in a businesslike





BIL: Essential

EDU: 10 12 AD I P R



85.4.3 Describe characteristics of effective oral presentations. 85.4.4 Discuss the role of visual support in making oral presentations. 85.4.5 Demonstrate procedures for making oral presentations. 85.4.6 Use technology to enhance oral presentations. Correlated English Language Arts Academic Content Benchmarks





490

BIL: Essential

EDU: 10 12 AD I P R











491

BIL: Essential

EDU: 10 12 AD P R R



BIL: Essential

EDU: 10 12 AD I P R








492

BIL: Essential

EDU: 10 12 AD I P R








BIL: Essential

EDU: 10 12 AD I P R




85.9.2 Explain ethical considerations in providing information. 85.9.3 Explain use of interdepartmental/company communication. 85.9.4 Follow directions. 85.9.5 Participate in meetings. 85.9.6 Use appropriate manners in accordance with established protocols and company

policies.


493



BIL: Essential

EDU: 10 12 AD I P R







494

BIL: Essential

EDU: 10 12 AD I P R




495


BIL: Essential

EDU: 10 12 AD P R R


BIL: Essential

EDU: 10 12 AD P R R

Competency 86.2: Exhibit appropriate personality traits in the workplace. Descriptors: 86.2.1 Identify desirable personality traits important to business. 86.2.2 Exhibit self-confidence. 86.2.3 Demonstrate interest and enthusiasm. 86.2.4 Demonstrate initiative.

BIL: Essential

EDU: 10 12 AD P R R



496

BIL: Essential

EDU: 10 12 AD P R R






BIL: Essential

EDU: 10 12 AD I P R






497



BIL: Essential

EDU: 10 12 AD P R R


BIL: Essential

EDU: 10 12 AD P R R



498

BIL: Essential

EDU: 10 12 AD I P R




BIL: Essential

EDU: 10 12 AD P R




499



BIL: Essential

EDU: 10 12 AD I P R



BIL: Essential

EDU: 10 12 AD P R R




500

BIL: Essential

EDU: 10 12 AD I P R

Competency 86.12: Apply decision making techniques. Descriptors: 86.12.1 Identify the decision to be made. 86.12.2 Identify appropriate alternatives and consequences. 86.12.3 Make the decision based on facts, legality, ethics, goals and culture. 86.12.4 Apply time factors. 86.12.5 Present the decision to be implemented. 86.12.6 Evaluate the decision. 86.12.7 Accept responsibility for the decision. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P R





501

BIL: Essential

EDU: 10 12 AD I P R






BIL: Essential

EDU: 10 12 AD I P R



502

BIL: Essential

EDU: 10 12 AD I P


BIL: Essential

EDU: 10 12 AD I P



503

BIL: Essential

EDU: 10 12 AD I P R

Competency 86.18: Describe cultural knowledge needed for global business relations. Descriptors: 86.18.1 Explain the usage of names, titles and ranks in different cultures and countries. 86.18.2 Identify cultural differences in food, dress and social behaviors throughout the


globally. 86.18.4 Identify appropriate use of gift giving in business relationships among world








504


BIL: Essential

EDU: 10 12 AD I P R


BIL: Essential

EDU: 10 12 AD P R R





505

BIL: Essential

EDU: 10 12 AD I P R



opportunities, networking, conferences, newsletters, publications). 87.3.4 Build internal and external mentor relationships. 87.3.5 Use Websites for professional development. 87.3.6 Identify internal and external networking opportunities. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P R



506


BIL: Essential

EDU: 10 12 AD I P R







BIL: Essential

EDU: 10 12 AD I P R



507







BIL: Essential

EDU: 10 12 AD I P R






508






BIL: Essential

EDU: 10 12 AD I P R



BIL: Essential

EDU: 10 12 AD I P




509






510

Unit 89: Economics

BIL: Essential

EDU: 10 12 AD I P R







BIL: Essential

EDU: 10 12 AD I P




511










BIL: Essential

EDU: 10 12 AD I P R



512

BIL: Essential

EDU: 10 12 AD I P








BIL: Essential

EDU: 10 12 AD I P



513





BIL: Essential

EDU: 10 12 AD I P


• Analyze the role of fiscal and regulatory policies of a mixed economy. (Economics D, 11-12)


514

BIL: Essential

EDU: 10 12 AD I P









BIL: Essential

EDU: 10 12 AD I


economy.


515








BIL: Essential

EDU: 10 12 AD I P





516







517

Unit 90: Accounting

BIL: Essential

EDU: 10 12 AD I P R



BIL: Recommended

EDU: 10 12 AD I I









518

BIL: Essential

EDU: 10 12 AD I P R




BIL: Recommended

EDU: 10 12 AD I P

Competency 90.4: Apply the accounting equation. Descriptors: 90.4.1 Describe the relationship between property and financial claims. 90.4.2 Explain the significance of equities as used in accounting. 90.4.3 Explain the significance of the accounting equation. 90.4.4 Discuss types of basic assets. 90.4.5 Explain types of liabilities. 90.4.6 Discuss the importance of owner’s equity. 90.4.7 Describe the relationship between assets and claims on assets. 90.4.8 Demonstrate the effects of transactions on the accounting equation. Correlated English Language Arts Academic Content Benchmarks






519


BIL: Recommended

EDU: 10 12 AD I P







BIL: Recommended

EDU: 10 12 AD I P



520






BIL: Recommended

EDU: 10 12 AD I P



BIL: Recommended

EDU: 10 12 AD I P




521

90.8.4 Account for investments and withdrawals by owners. 90.8.5 Maintain inventory accounts (e.g., LIFO, FIFO, specific identification and

weighted average). 90.8.6 Use accounting software to maintain accounting records. Correlated English Language Arts Academic Content Benchmarks








BIL: Recommended

EDU: 10 12 AD I P


external controls, and cash clearing). 90.9.2 Prove cash. 90.9.3 Journalize and post entries to establish and replenish petty cash. 90.9.4 Write checks. 90.9.5 Process checks. 90.9.6 Journalize and post entries related to banking activities. 90.9.7 Explain the benefits of electronic funds transfer (EFT). 90.9.8 Prepare bank deposits.


522

90.9.9 Prepare purchase requisitions. 90.9.10 Prepare purchase orders. 90.9.11 Prepare sales slips. 90.9.12 Prepare invoices. Correlated English Language Arts Academic Content Benchmarks







523


BIL: Essential

EDU: 10 12 AD I P R



BIL: Recommended

EDU: 10 12 AD I







524

BIL: Essential

EDU: 10 12 AD I P











525

Unit 92: Technology

BIL: Essential

EDU: 10 12 AD I P R



BIL: Essential

EDU: 10 12 AD P R R


BIL: Essential

EDU: 10 12 AD P R R




526

BIL: Essential

EDU: 10 12 AD P R R



BIL: Essential

EDU: 10 12 AD P R R

Competency 92.5: Demonstrate basic e-mail functions. Descriptors: 92.5.1 Explain the features (capabilities) of e-mail. 92.5.2 Discuss e-mail etiquette. 92.5.3 Write and send a professional e-mail message. 92.5.4 Reply to an e-mail message. 92.5.5 Forward an e-mail message. 92.5.6 Add a signature file. 92.5.7 Open attachments. 92.5.8 Save attachments to the computer’s hard drive. 92.5.9 Append attachments. 92.5.10 Label messages. 92.5.11 Add names to the address book. 92.5.12 Set up a distribution list. 92.5.13 Put message in the outbox. 92.5.14 Sort mail. 92.5.15 Search for messages. 92.5.16 Use e-mail shortcuts. 92.5.17 Use auto-responder. 92.5.18 Post a message on a listserv. 92.5.19 Create a new e-mail folder. 92.5.20 Store e-mail messages in folders.


527





BIL: Essential

EDU: 10 12 AD P R R




BIL: Essential

EDU: 10 12 AD P R R

Competency 92.7: Demonstrate basic word processing skills. Descriptors: 92.7.1 Identify capabilities of word processing software. 92.7.2 Enter and store text in a word processing application. 92.7.3 Search for and replace text in a document stored in a word processing application. 92.7.4 Retrieve, edit and print a document stored in a word-processing application. 92.7.5 Cut and paste information from one text document into another in a word

processing application. 92.7.6 Create a text document containing columns in a word processing application.


528

92.7.7 Insert and print a graph in a word processing document. 92.7.8 Utilize the page numbering feature. Correlated English Language Arts Academic Content Benchmarks


BIL: Recommended

EDU: 10 12 AD I R



BIL: Essential

EDU: 10 12 AD P R R

Competency 92.9: Use presentation software. Descriptors: 92.9.1 Identify the capabilities of presentation software. 92.9.2 Describe the characteristics of effective presentation documents. 92.9.3 Enter and store text into a presentation document.


529

92.9.4 Import graphics into a presentation document. 92.9.5 Develop builds and transitions for screens and/or slides. 92.9.6 Retrieve and edit screens and/or slides. 92.9.7 Add/Delete screens and/or slides. 92.9.8 Create presentations that are compelling, professional and visually appealing. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P R

Competency 92.10: Create basic databases. Descriptors: 92.10.1 Identify the capabilities of database software. 92.10.2 Create a database structure. 92.10.3 Construct queries. 92.10.4 Enter and store data. 92.10.5 Retrieve and modify data. 92.10.6 Delete database records. 92.10.7 Sort data in a database, given predetermined criteria. 92.10.8 Output data into a report format. 92.10.9 Create a chart or graph using information in a database file. 92.10.10 Print labels from a database. 92.10.11 Print a database list and/or report. 92.10.12 Ensure data integrity. 92.10.13 Validate data. 92.10.14 Eliminate data redundancy (i.e., normalize data). Correlated English Language Arts Academic Content Benchmarks



530





BIL: Essential

EDU: 10 12 AD P R R





531

BIL: Essential

EDU: 10 12 AD I P R




BIL: Essential

EDU: 10 12 AD I P R




532

BIL: Essential

EDU: 10 12 AD I P R



BIL: Essential

EDU: 10 12 AD I P






533

BIL: Essential

EDU: 10 12 AD I P


graphics files size, navigation). 92.16.3 Explain the importance of tags in structuring Web pages. 92.16.4 Discuss the importance of using a descriptive, useful title on a Web page. 92.16.5 Identify naming conventions for Web files. 92.16.6 Save and name Web files. 92.16.7 Identify information in HTML documents that will be ignored by browsers. 92.16.8 Set up an HTML document. 92.16.9 Format the text of a Web page. 92.16.10 Discuss considerations in selecting a graphics format. 92.16.11 Add graphic elements to a Web page. 92.16.12 Add attributes to a tag for a Web page. 92.16.13 Add hypertext links in a Web page. 92.16.14 Display a document within a Web browser. 92.16.15 Upload a Web page. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P




534

BIL: Essential

EDU: 10 12 AD I P R




online). 92.18.3 Use technical language to communicate with support technicians. 92.18.4 Recognize the need to keep up to date technologically . Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P R


• Critique data and information to determine the adequacy of support for conclusions. (Social Studies Skills and Methods, B, 11-12)


535


BIL: Essential

EDU: 10 12 AD P R R




BIL: Essential

EDU: 10 12 AD P R R





536

BIL: Essential

EDU: 10 12 AD P R

Competency 93.3: Maintain business records. Descriptors: 93.3.1 Describe common business records. 93.3.2 Maintain customer records. Correlated English Language Arts Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD I P



geographic, chronological, alphabetical). 93.4.4 Perform electronic and manual filing operations. 93.4.5 Retrieve files. 93.4.6 Archive information according to retention procedures. 93.4.7 Perform a periodic audit of records (e.g., retention, purge, security, storage

method).


537

BIL: Essential

EDU: 10 12 AD I P













538


BIL: Essential

EDU: 10 12 AD I P



management.

BIL: Essential

EDU: 10 12 AD P




BIL: Recommended

EDU: 10 12 AD I




539

BIL: Essential

EDU: 10 12 AD P



540


BIL: Essential

EDU: 10 12 AD P R



BIL: Recommended

EDU: 10 12 AD I





541




BIL: Essential

EDU: 10 12 AD I P

Competency 95.3: Maintain property and equipment. Descriptors: 95.3.1 Identify routine activities for maintaining business facilities and equipment. 95.3.2 Plan a maintenance program. Vendor/Supplier Relationships

BIL: Essential

EDU: 10 12 AD P R


BIL: Essential

EDU: 10 12 AD I P




542

Purchasing

BIL: Essential

EDU: 10 12 AD I P






Quality

BIL: Essential

EDU: 10 12 AD I P

Competency 95.7: Describe the crucial components of a quality culture. Descriptors: 95.7.1 Define quality. 95.7.2 Define continuous improvement of the quality process. 95.7.3 Explain reasons businesses focus on quality strategies. 95.7.4 Explain the importance of continuous improvement to business. 95.7.5 Explain strategies that can be implemented to assist in continuous improvement.


543




BIL: Essential

EDU: 10 12 AD P

Competency 95.8: Manage quality achievement. Descriptors: 95.8.1 Explain the importance of management’s commitment to quality achievement. 95.8.2 Describe tools that management can use to improve quality. 95.8.3 Determine the cost implications for quality attainment. 95.8.4 Develop a plan and/or program for achieving of quality. 95.8.5 Develop a measurement system for reporting return on investment (ROI). Correlated Mathematics Academic Content Benchmarks






544

BIL: Recommended

EDU: 10 12 AD I



545


BIL: Essential

EDU: 10 12 AD I P



BIL: Essential

EDU: 10 12 AD I P


the deliverables are to be generated, who is involved in each phase).


546


BIL: Essential

EDU: 10 12 AD I P



BIL: Essential

EDU: 10 12 AD P R


BIL: Essential

EDU: 10 12 AD I P






547

BIL: Essential

EDU: 10 12 AD I P

Competency 97.4: Analyze staffing issues that impact hiring decisions. Descriptors: 97.4.1 Review company policy for compliance with employment laws and regulations. 97.4.2 Explain how compensation and benefit plans affect recruitment and retention

efforts. 97.4.3 Assess the use of alternative staffing methods (e.g., telecommuting, outsourcing). 97.4.4 Evaluate the impact of the company’s employment policies and procedures on

hiring decisions. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P

Competency 97.5: Determine hiring needs. Descriptors: 97.5.1 Describe planning techniques in the hiring process (e.g., succession planning,

forecasting). 97.5.2 Use staffing metrics to assess the effectiveness of hiring decisions (e.g., cost

benefit analysis, costs per hire, selection ratios and adverse impact). 97.5.3 Evaluate hiring criteria. 97.5.4 Develop a staffing plan. 97.5.5 Establish a file of job openings. 97.5.6 Identify hiring selection criteria (e.g., job descriptions, job competencies). 97.5.7 Establish selection procedures (e.g., interviewing, testing, reference and

background checking). Correlated English Language Arts Academic Content Benchmarks



548




BIL: Essential

EDU: 10 12 AD I P

Competency 97.6: Recruit new and existing employees. Descriptors: 97.6.1 Describe recruitment methods and strategies. 97.6.2 Identify recruitment sources (e.g., agencies, Internet, advertising, personal). 97.6.3 Establish selection criteria for recruitment source selection. 97.6.4 Assess the availability of qualified applicants. 97.6.5 Select recruitment methods and sources for a business based on mission, goals

and strategic objectives. 97.6.6 Develop strategies for marketing the organization to potential employees 97.6.7 Implement recruitment methods. 97.6.8 Apply criteria for evaluating recruitment sources. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P

Competency 97.7: Screen job applications and résumés. Descriptors: 97.7.1 Describe the characteristics of an effective employment application. 97.7.2 Establish selection criteria for screening résumés. 97.7.3 Apply selection criteria for screening résumés.


549



BIL: Essential

EDU: 10 12 AD I P

Competency 97.8: Interview job applicants. Descriptors: 97.8.1 Demonstrate interview styles and techniques (e.g., panel approach, behavioral,

competency-based). 97.8.2 Identify legal aspects of interviewing. 97.8.3 Summarize information obtained from interview. Correlated English Language Arts Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD P

Competency 97.9: Select new and existing employees for job openings. Descriptors: 97.9.1 Describe the benefits associated with hiring the right employee for the right job. 97.9.2 Compare the hiring process utilized with different job levels. 97.9.3 Explain factors affecting the selection process. 97.9.4 Describe sources of information about job applicants. 97.9.5 Administer selection tests and interpret the results. 97.9.6 Obtain information about job applicants from references. 97.9.7 Apply criteria to select a job applicant for the job opening.


550

BIL: Essential

EDU: 10 12 AD I P

Competency 97.10: Make a job offer. Descriptors: 97.10.1 Describe the elements of hiring offers. 97.10.2 Discuss employee compensation. 97.10.3 Explain contingency factors impacting a job offer (e.g., background checks, drug

testing, physical). 97.10.4 Confirm the job applicant’s interest in accepting the offer. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD P

Competency 97.11: Perform post-offer employment activities. Descriptors: 97.11.1 Discuss the advantages and disadvantages of conducting pre-hiring background

checks and pre-employment drug testing. 97.11.2 Explain differences in staffing of non-U.S. citizens (e.g., visa, Green Card). 97.11.3 Explain the use of employment contracts. 97.11.4 Customize an employment contract for a selected business. 97.11.5 Administer post-employment-offer activities (e.g., completing forms, conducting

background checks). 97.11.6 Review medical examination results. 97.11.7 Provide and assist with employee relocation. Correlated English Language Arts Academic Content Benchmarks




551

On-boarding

BIL: Essential

EDU: 10 12 AD P

Competency 97.12: Orient new employees. Descriptors: 97.12.1 Explain the benefits of new employee orientation. 97.12.2 Identify sources of orientation information. 97.12.3 Describe the content of a new employee orientation program. 97.12.4 Evaluate the effectiveness of new employee orientations. 97.12.5 Identify factors to consider in planning a job orientation program. 97.12.6 Describe procedures for orienting new employees. 97.12.7 Develop and implement new employee orientations. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD P

Competency 97.13: Train new employees. Descriptors: 97.13.1 Explain the role of training. 97.13.2 Differentiate among training provided to employees at different job levels. 97.13.3 Discuss instructional methods and program delivery. 97.13.4 Compare and contrast training methods, programs and techniques. 97.13.5 Select and implement training methods, programs and techniques. 97.13.6 Assess the effectiveness of training. Correlated English Language Arts Academic Content Benchmarks



552



BIL: Essential

EDU: 10 12 AD P

Competency 97.14: Identify and administer human resources development. Descriptors: 97.14.1 Differentiate between training and human resources development. 97.14.2 Conduct gap and/or needs analyses to identify human resources development

needs. 97.14.3 Determine issues impacting human resources development (e.g., organizational

culture and policies, societal norms). 97.14.4 Apply human resources development theories. Correlated English Language Arts Academic Content Benchmarks






BIL: Essential

EDU: 10 12 AD I P

Competency 97.15: Coach employees. Descriptors: 97.15.1 Discuss reasons for coaching employees. 97.15.2 Explain coaching techniques. 97.15.3 Select and apply coaching techniques.


553



BIL: Essential

EDU: 10 12 AD I P


BIL: Essential

EDU: 10 12 AD I P




554

BIL: Essential

EDU: 10 12 AD I P








BIL: Essential

EDU: 10 12 AD I P


demote employees. 97.19.6 Explain procedures for assessing employee performance. 97.19.7 Implement periodic informal performance appraisals.


555

97.19.8 Assist supervisors and employees in recognizing the goals of a performance appraisal.

97.19.9 Use performance appraisal tools. 97.19.10 Demonstrate procedures for assessing employee performance. Correlated English Language Arts Academic Content Benchmarks


BIL: Essential

EDU: 10 12 AD I P







556

BIL: Recommended

EDU: 10 12 AD I P

Competency 97.21: Implement dispute resolution policies and procedures. Descriptors: 97.21.1 Handle employee complaints and grievances. 97.21.2 Employ conflict resolution techniques to resolve employee internal complaints. 97.21.3 Participate in resolving of employee complaints filed with federal, state and local

agencies. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P

Competency 97.22: Determine and follow procedures prior to dismissing or firing employees.

Descriptors: 97.22.1 Identify reasons for dismissing or firing employees. 97.22.2 Discuss steps to be taken prior to dismissing or firing an employee (e.g.,

documentation). 97.22.3 Identify and adhere to procedures prior to dismissing or firing employees. Correlated English Language Arts Academic Content Benchmarks



557

BIL: Essential

EDU: 10 12 AD I P

Competency 97.23: Determine the strategic importance of the employee exit. Descriptors: 97.23.1 Identify major forms of employee exit from an organization. 97.23.2 Determine distinctions among different types of employee exit. 97.23.3 Evaluate the implications of each form of employee exit.

BIL: Essential

EDU: 10 12 AD I P

Competency 97.24: Adhere to employment at will regulations. Descriptors: 97.24.1 Define employment at will. 97.24.2 Research federal, state and local legislation that governs employee exits (e.g.,

Warren Act, COBRA). 97.24.3 Determine exceptions to and examples of employment at will. 97.24.4 Follow employment at will procedures when releasing staff. Correlated English Language Arts Academic Content Benchmarks

• Demonstrate comprehension of print and electronic text by responding to questions (e.g., literal, inferential, evaluative and synthesizing). (Reading Process B, 8-10; Reading Process B, 11-12





558

BIL: Essential

EDU: 10 12 AD I P

Competency 97.25: Release staff due to layoffs. Descriptors: 97.25.1 Determine the outcomes of using layoffs to increase an organization’s

productivity. 97.25.2 Identify procedures for layoffs. 97.25.3 Identify tactics for reducing work force size. 97.25.4 Determine legal constraints associated with layoffs. 97.25.5 Identify out-placement procedures and activities used during layoffs. 97.25.6 Follow procedures for releasing staff due to layoffs. Correlated English Language Arts Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD I P

Competency 97.26: Terminate staff for cause. Descriptors: 97.26.1 Discuss legal requirements for terminating staff for cause. 97.26.2 Identify documentation requirements when terminating staff for cause. 97.26.3 Ensure that appropriate measures have been taken to ensure the legality of

employee termination. 97.26.4 Discuss procedures for protecting the security of the business when dismissing

employees. 97.26.5 Identify proactive methods for managing termination for cause. 97.26.6 Implement company guidelines for terminating employee for cause. Correlated English Language Arts Academic Content Benchmarks



559

BIL: Essential

EDU: 10 12 AD I P

Competency 97.27: Conduct employee exit activities. Descriptors: 97.27.1 Explain the purposes for exit interviews. 97.27.2 Determine questions to ask during exit interviews. 97.27.3 Recognize drivers of terminations, downsizing and outplacement activities. 97.27.4 Ensure employee understanding of laws applicable to employee termination (e.g., voluntary, involuntary, final pay, state requirements). 97.27.5 Discuss the need to use integrity and compassion when terminating employees. 97.27.6 Explain the employee exit process to the employee (e.g., unemployment insurance

claim response). 97.27.7 Conduct an exit interview. Correlated English Language Arts Academic Content Benchmarks



BIL: Essential

EDU: 10 12 AD I P

Competency 97.28: Explain the roles of labor and management. Descriptors: 97.28.1 Explain unfair labor practices. 97.28.2 Explain the historical roles of the labor movement in the United States, including

how organized labor operates. 97.28.3 Describe historical examples of labor negotiations. 97.28.4 Define collective bargaining. 97.28.5 Explain employees’ right to bargain collectively. 97.28.6 Discuss conflict resolution skills in the collective bargaining process. 97.28.7 Recognize the impact of union organizing activity. Correlated English Language Arts Academic Content Benchmarks



560

BIL: Essential

EDU: 10 12 AD P

Competency 97.29: Discuss employee and labor relations issues. Descriptors: 97.29.1 Explain individual employment rights issues and practices. 97.29.2 Discuss workplace behavior issues and practices (e.g., absenteeism, discipline). 97.29.3 Discuss public sector labor relations issues and practices. 97.29.4 Discuss expatriation and repatriation issues and practices for international

assignments.

BIL: Essential

EDU: 10 12 AD I P

Competency 97.30: Evaluate strategies for building cooperative employer-employee relationships.

Descriptors: 97.30.1 Develop employee relations programs that will create a positive, high-

performance organizational culture. 97.30.2 Measure the effectiveness of employee relations activities. 97.30.3 Describe ways companies establish cooperation between employees and

management (e.g., alternate work schedules, work teams, employee involvement, and flexible work arrangements).

97.30.4 Assist with developing work rules. 97.30.5 Differentiate between job enrichment and job enhancement and how they support

employer-employee relationship goals. 97.30.6 Assess employee attitudes, opinions and satisfaction (e.g., opinion surveys,

attitude surveys, focus groups, climate assessments). 97.30.7 Apply employee assessment data in developing policies, procedures and activities

that build employer-employee cooperation. 97.30.8 Evaluate the effectiveness of policies, procedures and activities that build

employer-employee cooperation. 97.30.9 Employ techniques for facilitating positive employee relations (small group

facilitation, dispute resolution, site-based management committees). Correlated English Language Arts Academic Content Benchmarks




561




Compensation and Benefits

BIL: Essential

EDU: 10 12 AD P

Competency 97.31: Coordinate compensation and benefit systems with management goals.

Descriptors: 97.31.1 Determine factors that constitute an effective compensation system. 97.31.2 Compare and contrast the components of a compensation system. 97.31.3 Describe the costs and benefits of employee compensation packages. 97.31.4 Describe the effects of compensation plans on company profits. 97.31.5 Explain common compensation concepts (e.g., market analysis and pay structures,

variable pay methods, executive compensation, non-cash compensation). 97.31.6 Explain the differences between incentives and bonuses. 97.31.7 Explain/comply with the federal, state and local compensation and benefit laws

(e.g., Fair Labor Standards Act [FLSA], Family Medical Leave Act [FMLA], Employee Retirement Income Security Act [ERISA], Consolidated Omnibus Budget Reconciliation Act [COBRA]).

97.31.8 Identify new or emerging compensation, pre-tax and benefit issues (e.g., health care system changes, company stock risks in retirement plans).

97.31.9 Evaluate compensation policies to ensure that they are positioning the organization internally and externally according to the organization’s strategic objectives.

97.31.10 Evaluate the benefits program to ensure that it is positioning the organization internally and externally according to the organization’s strategic objectives.

97.31.11 Compare and contrast international compensation laws and practices (e.g., compensation, socialized medicine, mandated retirement).

97.31.12 Communicate the compensation and benefits plan and policies to the work force. Correlated English Language Arts Academic Content Benchmarks




562




BIL: Essential

EDU: 10 12 AD I P

Competency 97.32: Calculate wages and benefits. Descriptors: 97.32.1 Maintain payroll register and individuals’ earnings records and tax information. 97.32.2 Complete employer’s quarterly federal tax return. 97.32.3 Calculate fringe benefits. 97.32.4 Calculate wage and salary increase plans (e.g., cost of living allowance [COLA],

merit increases, profit sharing). Correlated Mathematics Academic Content Benchmarks




BIL: Essential

EDU: 10 12 AD P

Competency 97.33: Analyze compensation functions. Descriptors: 97.33.1 Explain compensation policies and procedures. 97.33.2 Identify criteria used by compensation professionals to research, evaluate and

select a payroll system. 97.33.3 Research company payroll systems. 97.33.4 Identify payroll functions.


563

97.33.5 Analyze pay rates based on internal worth and external market conditions. 97.33.6 Identify pay structures (e.g., hourly, salaried, commission). 97.33.7 Determine the pay grade of a job. 97.33.8 Conduct job analysis (i.e., job description, competitive market analysis, internal

pay range). Correlated English Language Arts Academic Content Benchmarks







BIL: Essential

EDU: 10 12 AD P

Competency 97.34: Analyze benefits function Descriptors: 97.34.1 Explain benefit plans (e.g., health insurance, life insurance, retirement plans,

educational assistance, health club) 97.34.2 Describe the most commonly used benefit programs (e.g., cafeteria style,

traditional group plans) 97.34.3 Conduct a benefits needs assessment 97.34.4 Investigate and select benefit plans in accordance with an organization’s strategic

objectives 97.34.5 Identify most common retirement plans 97.34.6 Explain strategic factors that go into designing a retirement plan for a company

(e.g., vesting strategies designed to enhance retention) 97.34.7 Research policies and procedures for a benefit plan


564









BIL: Essential

EDU: 10 12 AD P

Competency 97.35: Implement organizational development strategies. 97.35.1 Define organizational development. 97.35.2 Discuss the role of organizational reflection in organizational development. 97.35.3 Explain the relationship of system improvement and organizational development. 97.35.4 Describe planning tools used in organizational development. 97.35.5 Explain the use of self-analysis in organizational development. 97.35.6 Discuss employee involvement strategies in organizational development. 97.35.7 Describe the contributions of organizational development to a business. 97.35.8 Explain organizational development theories and applications. 97.35.9 Use organizational development strategies.


565

BIL: Essential

EDU: 10 12 AD P

Competency 97.36: Apply organizational strategic planning and policy-making processes. Descriptors: 97.36.1 Identify how Human Resources can participate as a partner in the organization’s

strategic planning process. 97.36.2 Establish strategic relationships with individuals and teams in the organization to

influence organizational decision making. 97.36.3 Facilitate activities that enable implementing strategic management processes. 97.36.4 Evaluate Human Resource’s contribution to organizational effectiveness,

including assessment, design, implementation and evaluation of activities with respect to strategic and organizational objectives.




Employee Health and Safety Programs

BIL: Essential

EDU: 10 12 AD P

Competency 97.37: Evaluate employee health and safety programs. Descriptors:


566

97.37.1 Develop and select injury and occupational illness prevention programs. 97.37.2 Design injury and occupational illness prevention programs. 97.37.3 Develop and select safety training and incentive programs. 97.37.4 Evaluate the effectiveness of safety prevention, training and incentive programs. 97.37.5 Implement workplace injury and occupational illness procedures. Correlated English Language Arts Academic Content Benchmarks






567

BIL: Recommended

EDU: 10 12 AD P

Competency 97.38: Identify employee fitness and wellness programs. Descriptors: 97.38.1 Describe goals and services of an employee fitness and wellness program. 97.38.2 Explain types of fitness and wellness programs offered by businesses. 97.38.3 Describe health and wellness program elements needed for the organization. 97.38.4 Discuss the benefits of a fitness and wellness program to both an employee and

the organization. 97.38.5 Assess businesses’ employee wellness programs. 97.38.6 Identify criteria that occupational health and safety professionals use in evaluating

the effectiveness of employee participation in fitness and wellness programs. Correlated Mathematics Academic Content Benchmarks


Human Resource Information Systems

BIL: Essential

EDU: 10 12 AD P

Competency 97.39: Maintain human resources records. Descriptors: 97.39.1 Explain the importance of human resources record keeping. 97.39.2 Identify methods for maintaining human resources records. 97.39.3 Identify types of human resources records maintained by businesses. 97.39.4 Explain procedures for maintaining human resources records. 97.39.5 Use proper methods and procedures to maintain human resources records. 97.39.6 Use confidentiality in dealing with human resources records.


568


569

BIL: Essential

EDU: 10 12 AD P

Competency 97.40: Research human resources information system models. Descriptors: 97.40.1 Identify components and capabilities of a human resources information system. 97.40.2 Examine the relational database of human resources functions that a human

resources information system impacts. 97.40.3 Examine types of information generated by a human resources information

system used in organizational decision making. 97.40.4 Examine the impact of privacy and accuracy of computerized employee records. Correlated English Language Arts Academic Content Benchmarks


BIL: Recommended

EDU: 10 12 AD P

Competency 97.41: Describe Human Resource Information System (HRIS). Descriptors: 97.41.1 Illustrate the phases of HRIS acquisition. 97.41.2 Identify types of Web-based human resources applications. 97.41.3 Determine the human resources functions that HRIS can facilitate. 97.41.4 State the uses of HRIS data and functions by non-Human Resources specialists. 97.41.5 Explain how HRIS adds value to an organization. 97.41.6 Identify trends of HRIS. Correlated English Language Arts Academic Content Benchmarks


Appendix A

Professional Associations and Certifications

570

Business and Administrative Services

Professional Associations

American Academy of Professional Coders (AAPC) (Student Membership Available)

2480 S. 3850 W., Suite B Salt Lake City, UT 84120 (800) 626-CODE http://www.aapc.com/

American National Standards Institute (ANSI) 1819 L St., NW, 6th floor Washington, DC 20036 (202) 293-8020 http://www.ansi.org/

American Alliance of Paralegals, Inc. (AAPI) c/o Carolyn Saenz, AACP Western-Southern Life Ins. Co. 400 Broadway, MS 32 Cincinnati, OH 45202-3341 (800) 333-5222, ext. 1465 http://www.aapipara.org/

American Society for Quality (ASQ) (Student Membership Available)

P.O. Box 3005 Milwaukee, WI 53201-3005 (800) 248-1946 http://www.asq.org/

American Association for Medical Transcription (AAMT) (Student Membership Available)

4230 Kiernan Ave., Suite 130 Modesto, CA 95356 (800) 982-2182 http://www.aamt.org/scriptcontent/index.cfm

Association for Legal Professionals (NALS) (Student Membership Available)

8159 E. 41st St. Tulsa, OK 74145 (918) 582-5188 http://www.nals.org/

American Bar Association (ABA)—Associate Membership

321 N Clark St., Floor 16 Chicago, IL 60610 (800) 285-2221 https://www.abanet.org/join/asc_enroll/asc_enroll.cfm

Association for Operations Management (APICS) (Student Membership Available)

5301 Shawnee Road Alexandria, VA 22312-2317 (800) 444-2742 http://www.apics.org/default.htm

American Health Information Management Association (AHIMA) (Student Membership Available)

233 N. Michigan Ave., 21st Floor Chicago, IL 60601-5800 (312) 233-1100 http://www.ahima.org/

Institute for Supply Management (ISM) (Student Membership Available)

P.O. Box 22160 Tempe, AZ 85285-2160 (480) 752-6276 http://www.ism.ws/

American Management Association (Student Membership Available)

1601 Broadway New York, NY 10019 (800) 262-9699 http://www.amanet.org/

International Association for Human Resource Information Management (IHRIM)

P.O. Box 1086 Burlington, MA 01803 (800) 804-3983 http://www.ihrim.org/

571

http://www.aapc.com/

http://www.ansi.org/

http://www.ansi.org/

http://www.aapipara.org/

http://www.asq.org/

http://www.aamt.org/scriptcontent/index.cfm

http://www.nals.org/

https://www.abanet.org/join/asc_enroll/asc_enroll.cfm

https://www.abanet.org/join/asc_enroll/asc_enroll.cfm

http://www.apics.org/default.htm

http://www.ahima.org/

http://www.ism.ws/

http://www.amanet.org/

http://www.ihrim.org/

International Association of Administrative Professionals (IAAP) (Student Membership Available)

10502 NW Ambassador Drive P.O. Box 20404 Kansas City, MO 64195-0404 (816) 891-6600 http://www.iaap-hq.org/

National Association of Legal Assistants (NALA) (Student Membership Available)

1516 S. Boston, Suite 200 Tulsa, OK 74119 (918) 587-6828 http://www.nala.org/benefits.htm

International Institute of Business Analysis (IIBA) 250 Consumers Road #301 Toronto, Ontario M2J 4V6 Canada (866) 512-IIBA http://www.theiiba.org/default.asp

National Court Reporters Association (NCRA) (Student Membership Available)

8224 Old Courthouse Road Vienna, Virginia 22182-3808 (800) 272-6272 http://www.ncraonline.org/

International Paralegal Management Association (IPMA)

P.O. Box 659 Avondale Estates, GA 30002-0659 (404) 292-IPMA http://www.paralegalmanagement.org/ipma/

National Human Resources Association (NHRA) (Student Membership Available)

P.O. Box 7326 Nashua, NH 03060-7326 (866) 523-4417 http://www.humanresources.org/index.cfm

Legal Secretaries International Inc. 2302 Fannin St., Suite 500 Houston, TX 77002-9136 (860) 522-5175 http://www.legalsecretaries.org/

National Management Association (NMA) 2210 Arbor Blvd. Dayton, OH 45439 (937) 294-0421 http://nma1.org/

Medical Group Management Association (MGMA) (Student Membership Available)

104 Inverness Terrace E. Englewood, CO 80112-5306 (877) ASK-MGMA http://www.mgma.com/

Ohio Association for Court Administration (OACA)

c/o Pam Mossbarger Fayette County Probate/Juvenile Court 100 E. Court St. Washington Court House, OH 43160 (740) 335-0640 http://www.ohiocourtadministration.org/index.htm

National Association of Executive Secretaries and Administrative Assistants (NAESAA)

900 S. Washington St., Suite G-13, Falls Church, Virginia 22046 (703) 237-8616 http://www.naesaa.com/

Ohio Court Reporters Association (OCRA) (Student Membership Available)

5021 Winchell Court Dublin, Ohio 43017 (614) 336-2045 http://www.ocraonline.com/

National Association of Health Unit Coordinators, Inc. (NAHUC) (Student Membership Available)

1947 Madron Road Rockford, Illinois 61107-1716 (815) 633-4351 http://www.nahuc.org/

Paralegal Association of Central Ohio (PACO) (Student Membership Available)

P.O. Box 15182 Columbus, Ohio 43215-0182 (614) 470.2000 http://www.pacoparalegals.org/

572

http://www.iaap-hq.org/

http://www.nala.org/benefits.htm

http://www.theiiba.org/default.asp

http://www.ncraonline.org/

http://www.paralegalmanagement.org/ipma/

http://www.humanresources.org/index.cfm

http://www.legalsecretaries.org/

http://nma1.org/

http://www.mgma.com/

http://www.ohiocourtadministration.org/index.htm

http://www.naesaa.com/

http://www.ocraonline.com/

http://www.nahuc.org/

http://www.pacoparalegals.org/

Professional Association of Health Care Office Management (PAHCOM)

461 E. Ten Mile Road Pensacola, FL 32534-9712 (800) 451-9311 http://www.pahcom.com/

Society for Clinical Data Management (SCDM) 555 E. Wells St., Suite 1100 Milwaukee, WI 53202-3823 (414) 226-0362 http://scdm.org/

Professional Managers Association (PMA) P.O. Box 77235 Washington, D.C. 20013 (202) 874-1508 HTTP://WWW.PROMANAGER.ORG/DO/HOME

Society for Human Resource Management (SHRM) (Student Membership Available)

1800 Duke St. Alexandria, VA 22314 (800) 283-SHRM http://www.shrm.org/

Project Management Institute (PMI) (Student Membership Available)

4 Campus Blvd. Newtown Square, PA 19073-3299 (610) 356-4600 http://www.pmi.org/info/default.asp

573

http://www.pahcom.com/

http://scdm.org/

http://www.promanager.org/do/Home












http://www.shrm.org/

http://www.pmi.org/info/default.asp

Professional Certifications

American Alliance Certified Paralegal (AACP) (1) Issued by the American Alliance

Certification Commission 16815 E. Shea Blvd. Suite 110, Box 101 Fountain Hills, AZ 85268 http://www.aapipara.org/Certification.htm?PHPSESSID=c779e29847506009263aea65f75a028e

Certified Health Unit Coordinator (CHUC) (5) Issued by the National Association of Health Unit

Coordinators, Inc. (NAHUC) 1947 Madron Road Rockford, Illinois 61107-1716 (815) 633-4351 http://www.nahuc.org/Certification/cb_index.htm

Certified Administrative Professional (CAP) (2) Issued by the International Association of

Administrative Professionals (IAAP) 10502 NW Ambassador Dr. P.O. Box 20404 Kansas City, MO 64195-0404 (816) 891-6600 http://www.iaap-hq.org/cert/advantage.htm

Certified in Production and Inventory Management (CPIM) (2)

Issued by the Association for Operations Management (APICS)

5301 Shawnee Road Alexandria, VA 22312-2317 (800) 444-2742 http://www.apics.org/Certification/CPIM/default.htm

Certified Associate in Project Management (CAPM) (4)

Issued by the Project Management Institute (PMI) 4 Campus Blvd. Newtown Square, PA 19073-3299 (610) 356-4600 http://www.pmi.org/prod/groups/public/documents/inf

o/pdc_capm.asp

Certified Legal Assistant/Certified Paralegal (CLA/CP) (3) Issued by the National Association of Legal Assistants

(NALA) 1516 S. Boston, Suite 200 Tulsa, OK 74119 (918) 587-6828 http://www.nala.org/cert.htm#The%20Examination%20-

%20Eligibility%20Requirements

Certified Business Analysis Professional (CBAP) (4) Issued by the International Institute of Business

Analysis (IIBA) 250 Consumers Road #301 Toronto, Ontario M2J 4V6 Canada (866) 512-IIBA http://www.theiiba.org/content.asp?ContentId=551

Certified Legal Secretary Specialist (CLSS) (2) Issued by the Legal Secretaries International Inc. 2302 Fannin St., Suite 500 Houston, TX 77002-9136 (860) 522-5175 http://www.legalsecretaries.org/certify.html

Certified Clinical Data Manager (CCDM) (2) Issued by the Society for Clinical Data Management

(SCDM) 555 E. Wells St., Suite 1100 Milwaukee, WI 53202-3823 (414) 226-0362 http://scdm.org/certification/

Certified Manager (CM) (4) Issued by the Institute of Certified Professional Managers James Madison University, MSC 5504 Harrisonburg, VA 22807 (800) 568-4120 http://cob.jmu.edu/icpm/

Certified Coding Associate (CCA) (5) Issued by the American Health Information

Management Association (AHIMA) 233 N. Michigan Ave., 21st Floor Chicago, IL 60601-5800 (312) 233-1100 http://www.ahima.org/certification/cca.asp

Certified Medical Coder (CMC) (2) Issued by the Practice Management Institute (PMI) 9501 Console, Suite 100 San Antonio, TX 78229-2033 (800) 259-5562 http://www.pmimd.com/default.asp?page=certs&subpart=

cmc&cat=cmc

574

http://www.aapipara.org/Certification.htm?PHPSESSID=c779e29847506009263aea65f75a028e



http://www.nahuc.org/Certification/cb_index.htm

http://www.iaap-hq.org/cert/advantage.htm

http://www.apics.org/Certification/CPIM/default.htm

http://www.pmi.org/prod/groups/public/documents/info/pdc_capm.asp

http://www.pmi.org/prod/groups/public/documents/info/pdc_capm.asp

http://www.nala.org/cert.htm#The%20Examination%20-%20Eligibility%20Requirements

http://www.nala.org/cert.htm#The%20Examination%20-%20Eligibility%20Requirements

http://www.theiiba.org/content.asp?ContentId=551

http://www.legalsecretaries.org/certify.html

http://scdm.org/certification/

http://cob.jmu.edu/icpm/

http://www.ahima.org/certification/cca.asp

http://www.pmimd.com/default.asp?page=certs&subpart=cmc&cat=cmc

http://www.pmimd.com/default.asp?page=certs&subpart=cmc&cat=cmc

Certified Medical Insurance Specialist (CMIS) (2) Issued by the Practice Management Institute (PMI) 9501 Console, Suite 100 San Antonio, TX 78229-2033 (800) 259-5562 http://www.pmimd.com/default.asp?page=certs&subp

art=cmis&cat=cmis

Certified Purchasing Manager (CPM) (2) Issued by the Institute for Supply Management (ISM) P.O. Box 22160 Tempe, AZ 85285-2160 (480) 752-6276 http://www.ism.ws/certification/content.cfm?ItemNumber

=4674&navItemNumber=5616

Certified Medical Manager (CMM) (4) Issued by the Professional Association of

Health Care Office Management (PAHCOM)

461 E. Ten Mile Road Pensacola, FL 32534-9712 (800) 451-9311 http://www.pahcom.com/cmm/cmm.html

International Project Management Association Certification (IPMA) (2)

Issued by the International Project Management Association (IPMA)

P.O. Box 1167, 3860 BD Nijkerk, The Netherlands +31 33 247 3430 http://www.ipma.ch/certification/Pages/default.aspx

Certified Medical Office Manager (CMOM) (2) Issued by the Practice Management Institute (PMI) 9501 Console, Suite 100 San Antonio, TX 78229-2033 (800) 259-5562 http://www.pmimd.com/default.asp?page=certs&subp

art=cmom&cat=cmom

Manager of Quality/Organizational Excellence (CMQ/OE) (2)

Issued by the American Society for Quality (ASQ) P.O. Box 3005 Milwaukee, WI 53201-3005 (800) 248-1946 http://www.asq.org/qm/cqm/

Certified Medical Transcriptionist (CMT) (2) Issued by the American Association for

Medical Transcription (AAMT) 4230 Kiernan Ave., Suite 130 Modesto, CA 95356 (800) 982-2182 http://www.aamt.org/scriptcontent/chub.cfm

Professional in Human Resources (PHR) (2) Issued by the Human Resources Certification Institute

(HRCI) 1800 Duke St. Alexandria, VA 22314 (866) 898-4724 http://www.hrci.org/Certification/OV/

Certified Professional Coder (CPC) (2) Issued by the American Academy of

Professional Coders (AAPC) 2480 S. 3850 W., Suite B Salt Lake City, UT 84120 (800) 626-CODE http://www.aapc.com/certification/cpc.aspx

Professional Paralegal (PP) (2) Issued by the Association for Legal Professionals

(NALS) 8159 E. 41st St. Tulsa, OK 74145 (918) 582-5188 http://www.nals.org/certification/professionalparalegal/ind

ex.html

Certified Professional in Supply Management (CPSM) (4)

Issued by the Institute for Supply Management (ISM) P.O. Box 22160 Tempe, AZ 85285-2160 (480) 752-6276 http://www.ism.ws/certification/content.cfm?ItemNu

mber=5722&navItemNumber=5618

Project Management Professional (PMP) (4) Issued by the Project Management Institute (PMI) 4 Campus Blvd. Newtown Square, PA 19073-3299 (610) 356-4600 http://www.pmi.org/prod/groups/public/documents/info/pdc_pmp.asp

575

http://www.pmimd.com/default.asp?page=certs&subpart=cmis&cat=cmis

http://www.pmimd.com/default.asp?page=certs&subpart=cmis&cat=cmis

http://www.ism.ws/certification/content.cfm?ItemNumber=4674&navItemNumber=5616


http://www.pahcom.com/cmm/cmm.html

http://www.ipma.ch/certification/Pages/default.aspx

http://www.pmimd.com/default.asp?page=certs&subpart=cmom&cat=cmom

http://www.pmimd.com/default.asp?page=certs&subpart=cmom&cat=cmom

http://www.asq.org/qm/cqm/

http://www.aamt.org/scriptcontent/chub.cfm

http://www.hrci.org/Certification/OV/

http://www.aapc.com/certification/cpc.aspx

http://www.nals.org/certification/professionalparalegal/index.html

http://www.nals.org/certification/professionalparalegal/index.html



http://www.pmi.org/prod/groups/public/documents/info/pdc_pmp.asp

http://www.pmi.org/prod/groups/public/documents/info/pdc_pmp.asp

Registered Health Information Administrator (RHIA) (3)

Issued by the American Health Information Management Association (AHIMA)

233 N. Michigan Ave., 21st Floor Chicago, IL 60601-5800 (312) 233-1100 http://www.ahima.org/certification/rhia.asp

Registered Professional Reporter (RPR) (5) Issued by the National Court Reporters

Association (NCRA) 8224 Old Courthouse Road Vienna, Virginia 22182-3808 (800) 272-6272 http://ncraonline.org/Testing/Certification/rpr/default.htm

Registered Medical Transcriptionist (RMT) (5) Issued by the American Association for

Medical Transcription (AAMT) 4230 Kiernan Ave., Suite 130 Modesto, CA 95356 (800) 982-2182 http://www.aamt.org/scriptcontent/rhub.cfm

(1) No certification examination required. Candidates must satisfy experience and education requirements. (2) Certification examination required. Candidates must satisfy experience requirements. (3) Certification examination required. Candidates must satisfy education requirements. (4) Certification examination required. Candidates must satisfy experience and education requirements. (5) Certification examination required.

576

http://www.ahima.org/certification/rhia.asp

http://ncraonline.org/Testing/Certification/rpr/default.htm

http://www.aamt.org/scriptcontent/rhub.cfm

Appendix B

Bibliography

577

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05 Edition, Human Resources, Training, and Labor Relations Managers, and on the Internet at http://www.bls.gov/oco/ocos021.htm

U.S. Department of Labor, Employment and Training Administration

www.doleta.gov U.S. Department of Labor, Career Voyages

www.careervoyages.gov U.S. Department of Labor, 21st Century Workforce Initiative, It’s Not Your Parent’s Workforce. www.dol.gov/21/cw/magaizen/020314/parents.htm The Ohio Department of Job and Family Services, Occupational Trends: What’s Hot in Ohio,

Job Outlook to 2012. www.ohioworkforceinformer.org

The Ohio Department of Job and Family Services, Bureau of Labor Market Information/ Office

of Workforce Development, Ohio Job Outlook to 2012. The Ohio Department of Job and Family Services, Bureau of Labor Market Information/ Office

of Workforce Development, Ohio Short-Term Occupational Employment Forecast: 3rd Quarter 2004 to 3rd Quarter 2006.

NAICS Bulletin 5613, Employment Services. (From Bureau of Labor Statistics, U.S. Department

of Labor, Career Guide to Industries, 2004-05 Edition www.bls.gov/oco/cg/cgs039.htm

Hecker, D. E. (2005, November). Occupational employment projections to 2014.

http://stats.bls.gov/opub/mlr/2005/11/art5exc.htm Saunders, N. C. (2005, November). A summary of BLS projections to 2014.

http://stats.bls.gov/opub/mlr/2005/11/art1exc.htm Books Friedman, T. (2005). The world is flat: A brief history of the twenty-first century. New York:

Farrar, Straus and Giroux.

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http://www.doleta.gov/

http://www.careervoyages.gov/

http://www.dol.gov/21/cw/magaizen/020314/parents.htm

http://www.ohioworkforceinformer.org/

http://www.bls.gov/oco/cg/cgs039.htm

http://stats.bls.gov/opub/mlr/2005/11/art5exc.htm

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Robinson, K. (2001). Out of our minds: Learning to be creative. West Sussex, England: Capstone Publishing Limited.

Articles Davis, I. & Stephenson, E. (2006, January). Ten trends to watch in 2006. McKinsey Quarterly.

Retrieved March 31, 2006, from www.mckinseyquarterly.com/article_print.aspx?L2=18&L3=0&ar=1734

Davenport, R. (2006, February). Eliminate the skills gap. T + D Magazine. Goleman, D. (1998). What makes a leader? Best of HBR 1998, Reprinted January 2004. ADMINISTRATIVE AND PROFESSIONAL SUPPORT American Management Association. (2003, April 23). Views on administrative professionals

tasks and competencies. Retrieved February 15, 2006, from http://www.amanet.org/research/pdfs/APs_tasks_03.pdf

American Management Association. (2004). AMA 2004 administrative professionals survey.

Retrieved February 15, 2006, from http://www.amanet.org/research/pdfs/04apsummary.pdf

International Association of Administrative Professionals

http://www.iaap-hq.org/index.htm International Virtual Assistants Association

http://www.ivaa.org/index.php ProfessioNotes: A Newsletter of the Institute of Certified Records Managers. (2006, Winter). Virtual Assistant

http://www.assistu.com/ Articles Lee, M. (2000, December 1). Virtual personal assistants can be a real help. Austin Business

Journal. Moncarz, R. (2005, Winter). Job outlook for people who don’t have a bachelor’s degree.

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http://www.amanet.org/research/pdfs/04apsummary.pdf

http://www.iaap-hq.org/index.htm

http://www.ivaa.org/index.php

http://www.assistu.com/

Certifications Certified Professional Secretary (CPS), Certified Administrative Professional (CAP)

http://iaap-hq.org/cert/faq.htm Certified Records Manager (CRM)

www.ICRM.org BUSINESS MANAGEMENT—BUSINESS INFORMATION MANAGEMENT Universities with Business Information Technology Tracks University of Pennsylvania, Wharton School of Business, Jerome Fisher Program in

Management & Technology) http://www.mandt.wharton.upenn.edu/about.htm

Virginia Tech, Pamplin College of Business, Department of Business Information Technology

http://www.bit.vt.edu/ University of Michigan, Ross School of Business, Department of Business Technology

http://www.bus.umich.edu/Academics/Departments/CIS/ MIT Sloan School of Management

http://mitsloan.mit.edu/undergrad/ac-main.php Carnegie Mellon, Tepper School of Business, Technology Leadership Track

http://business.tepper.cmu.edu/default.aspx?id=143376 University of California, Berkeley, Haas School of Business, Fisher Center for the Strategic Use

of Information Technology http://groups.haas.berkeley.edu/fcsuit

University of Maryland, Robert H. Smith School of Business, Information Systems,

Specialization Business http://www.rhsmith.umd.edu/undergrad/is.html

Arizona State University, W.P. Carey School of Business, Center for Advancing Business

through Information Technology http://wpcarey.asu.edu/seid/cabit/index.cfm

580

http://iaap-hq.org/cert/faq.htm

http://www.icrm.org/

http://www.mandt.wharton.upenn.edu/about.htm

http://www.bit.vt.edu/

http://www.bus.umich.edu/Academics/Departments/CIS/

http://mitsloan.mit.edu/undergrad/ac-main.php

http://business.tepper.cmu.edu/default.aspx?id=143376

http://groups.haas.berkeley.edu/fcsuit

http://www.rhsmith.umd.edu/undergrad/is.html

http://wpcarey.asu.edu/seid/cabit/index.cfm

Business Information Management General CIO Magazine Online

www.cio.com Chief Executive Magazine Online

CEOs and Technology Section http://www.chiefexecutive.net/ME2/Audiences/Default.asp

Articles Copeland, L. (2001, October 22). The top techno-MBA programs. Computer World. Retrieved

March 10, 2006, from www.computerworld.com/printthis/2001/0,4814,64908,00.html Hoffman, A. (n.d.). MBAs for techies. Monster.com. Retrieved April 7, 2006, from

http://technology.monster.com/articles/mbas IT in the board room. (2005). Sales & Marketing Management. Retrieved January 3, 2006. from

http://www.salesandmarketing.com/smm/pitch/article_display.jsp?vnu_content_id=1001736647

Jacobs, M. (2006, March 20). IT workers will need to add skills, study shows. The Columbus

Dispatch. McCarthy, J. C. (2002, January 14). Commentary: The IT diaspora. News.com. Retrieved April

7, 2006 from http://news.com.com?Commentary+IT+diaspora/2009-1069_3-980632.html?tag=nl

Overby, S. (2006, January 1). The new IT department: The top three positions you need. CIO

Magazine. Retrieved February 29, 2006, from http://www.cio.com/archive/010106/soc_staffing.html?action=print

Pratt, M. K. (2005, July 18). Two for one: Colleges eye combining tech, business degrees.

Computer World. Retrieved March 10, 2006, from http://www.computerworld.com/printthis/2005/0,4814,103195,00.html

Rizzo, T. (2001, July 1). The business technology revolution: IT Professionals + Business

Expertise + Powerful New Leaders. Internet World Magazine. Retrieved February 29, 2006, from http://www.internetworld.com/magazine.php?inc=070101/07.01.01webobservatory.html

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http://www.computerworld.com/printthis/2001/0,4814,64908,00.html

http://technology.monster.com/articles/mbas



http://news.com.com/?Commentary+IT+diaspora/2009-1069_3-980632.html?tag=nl

http://news.com.com/?Commentary+IT+diaspora/2009-1069_3-980632.html?tag=nl

http://www.cio.com/archive/010106/soc_staffing.html?action=print

http://www.computerworld.com/printthis/2005/0,4814,103195,00.html

http://www.internetworld.com/magazine.php?inc=070101/07.01.01webobservatory.html

Books Smith, H. (2003). Business process management: The third wave. Tampa, FL: Meghan-Kiffer

Press. Spanyi, A. (2003). Business process management is a team sport. Tampa, FL: Anclote Press. Standards National Occupational Standards (e-skills U.K.)

http://nos.e-skills.com/index_html Project Management Berkun, S. (2005). The art of project management. Sebastopol, CA: O’Reilly Media. Nerdherding for Beginners (Blog)

http://www.nerdherding.net/ Project Management Institute

http://www.pmi.org/info/default.asp Project Management Institute. A guide to the project management body of knowledge (3rd ed.).

Newton Square, PA: Author. Project Management Institute (PMI®) and Corpedia Education Web-based Courseware

http://www.corpedia.com/welcome/product.asp?partnerID=85&refererID=pmi&product=S100

University of Phoenix, Certificate Program in Project Management

www.uponlinetraining.com/Project_Management_Certificate.asp Wideman Comparative Glossary of Project Management Terms

http://www.maxwideman.com/pmglossary/PMG_P11.htm Wikipedia

http://en.wikipedia.org/wiki/Project_management Wirick, D. (2005). The project management imperative: Mastering the key survival skill for the

twenty-first century organization. New York: iUniverse. Zielinski, D. (2005, July). Soft skills, hard truths: How the project-management discipline is

rediscovering the power and importance of old-fashioned people skills. Training Magazine.

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http://www.nerdherding.net/

http://www.pmi.org/info/default.asp



http://www.uponlinetraining.com/Project_Management_Certificate.asp

http://www.maxwideman.com/pmglossary/PMG_P11.htm

http://en.wikipedia.org/wiki/Project_management

Business Analysis International Institute of Business Analysis

http://www.iiba.com/default.cfm iRise (Business Analyst Resources)

http://www.irise.com/resources/ba_resources.shtml#rm BUSINESS MANAGEMENT—CORPORATE/GENERAL MANAGEMENT American Management Association

http://www.amanet.org/index.htm Association of Professionals in Business Management

http://www.apbm.org/pages.aspx/cabmcontent Daft, R. (2004). The leadership experience. Fort Worth, TX: Harcourt College Publishers. Daft, R. (2001). Understanding management. Cincinnati, OH: Thomson Learning. DuBrin, A. (2003). Essentials of management, (6th ed.). Mason, OH: South-Western. Lussier, R. (2003). Management fundamentals: Concepts, applications, skill development (2nd

ed.). Mason, OH: South-Western. BUSINESS MANAGEMENT—HUMAN RESOURCES MANAGEMENT American Payroll Association

www.americanpayroll.org/contents.html American Society for Healthcare Human Resources Administration

www.ashhra.org American Society for Training and Development

www.astd.org HR Magazine

www.shrm.org/hrmagazine The International Association for Human Resource Information Management

www.ihrim.org International Foundation of Employee Benefit Plans

www.ifebp.org/default.asp

583

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http://www.irise.com/resources/ba_resources.shtml#rm

http://www.amanet.org/index.htm

http://www.apbm.org/pages.aspx/cabmcontent

http://www.americanpayroll.org/contents.html

http://www.ashhra.org/

http://www.astd.org/

http://www.shrm.org/hrmagazine

http://www.ihrim.org/

http://www.ifebp.org/default.asp

Monster.com: Human Resources Careers Message Board

http://forums.monster.com/forum.asp?forum=2249 Personnel Today

www.personneltoday.com Society for Human Relations Management

www.shrm.org WetFeet: Human Resources

www.wetfeet.com/Content?Careers/Human%20Resources.aspx Books Bogardus, A. (2004). Professional in human resources certification study guide. San Francisco:

Sybex. Smith, S. (2004). The HR answer book: An indispensable guide for managers and human

resources professionals. New York: American Management Association. Articles Conley, L. (2005, August). The once and future consultant. Fast Company. Retrieved from

http://pf.fastcompany.com/magazine/97/consultants.html HR skills for the future. (2006, February). HR Magazine.

584

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http://www.personneltoday.com/

http://www.shrm.org/

http://www.wetfeet.com/Content?Careers/Human%20Resources.aspx

http://pf.fastcompany.com/magazine/97/consultants.html

585

BUSINESS MANAGEMENT—OPERATIONS MANAGEMENT Gomez-Mejia, L. (2004). Operations management (PowerPoint presentation). New York:

McGraw-Hill. Retrieved from http://www.uwc.ac.za/ems/man/MAN121/Chap017.ppt Introduction to operations management, Chapter 1. Retrieved from

http://media.wiley.com/product_data/excerpt/48/04713472/0471347248-3.pdf Stevenson , W. J. (2005).Operations management (8th ed.). New York: McGraw-Hill. Van Ness, P. D. (2005). Study guide: Operations management (8th ed.). New York: McGraw-Hill

http://www.uwc.ac.za/ems/man/MAN121/Chap017.ppt

http://media.wiley.com/product_data/excerpt/48/04713472/0471347248-3.pdf

Appendix C

College Tech Prep Consortia

586

587

Akron Area Tech Prep University of Akron Kelly Herold Polsky #214 Akron, OH 44325 330.972.8832 http://sc.uakron.edu/?/techprep Clark State Tech Prep Clark State Community College Barbara Yontz 100 S Limestone St. Springfield, OH 45501-0570 937.328.6122 937.328.3888 www.clarkstate.edu/techprep/ Eastern Ohio Valley Tech Prep Jefferson Community College Christina Wanat 4000 Sunset Boulevard Steubenville, OH 43952-3598 740.264.5591 ext: 161 www.jcc.edu Greater Cincinnati Tech Prep University of Cincinnati Timothy Nolan 9555 Plainfield Rd. Cincinnati, OH 45236 513.936.1681 www.techprepswohio.org Heart of Ohio Tech Prep Columbus State Community College Claude Graves 550 E. Spring Street Columbus, OH 43215 614.287.2452 www.cscc.edu/techprep Kent Tech Prep Kent State University, Trumbull Campus Paul Boguski 4314 Mahoning Ave., NW Warren, OH 44242-0001 330.672.5806 www.trumbull.kent.edu Lakeland Tech Prep Lakeland Community College Chris Dalheim 7700 Clocktower Drive Kirtland, OH 44094-5198 440.525-7235 www.lakelandcc.edu/academic/techprep/

Lorain County Tech Prep Lorain County Community College Sharon Fain 1005 N. Abbe Road Elyria, OH 44035 440.366.4887 www.loraintechprep.com Mahoning Area Tech Prep Youngstown State University Arlene Floyd One University Plaza, Tod #301 Youngstown, OH 44555 330.941.2333 www.mactechprep.ysu.edu Marion Area Partners Tech Prep Marion Technical College Roger Johnson 1467 Mt. Vernon Avenue Marion, OH 43302-5694 740.389.4636 ext: 324 www.mtc.edu/TechPrep/techprep.htm Miami Valley Tech Prep Sinclair Community College Ron Kindell 444 West Third Street Dayton, OH 45402 937.512.2406 www.mvtechprep.org/ Mid-East Ohio Tech Prep Zane State College Larisa Harper 1555 Newark Road Zanesville, OH 43701 740.588.1207 www.zanestate.edu/techprep North Central Tech Prep North Central State College Tom Kluding PO Box 698 Mansfield, OH 44901-0698 419.755.5659 www.collegetechprep.net

North Coast Tech Prep Cuyahoga Community College Al Mazzeo 2900 Community College Ave. MCC 120C Cleveland, OH 44115 216.987.4988 www.tri-c.edu/techprep Northwest Ohio Tech Prep University of Toledo Nancy Pietras 2801 West Bancroft St., MS 119 Toledo, OH 43606 419.530.7229 www.techprepnwo.org Ohio South Tech Prep Shawnee State University Angela Walker 940 Second Street Portsmouth, OH 45662-4344 740.351.3122 www.shawnee.edu/off/uos/ep/tech/index.html Ohio Valley Tech Prep Rio Grande Community College Mike Beaver PO Box 500 Rio Grande, OH 45674-3131 740.245.7304 www.rio.edu/techprep Southeast Ohio Tech Prep Hocking College Linda Howard 3301 Hocking Parkway Nelsonville, OH 45764 740.753.6557 www.seotechprep.org Stark County Tech Prep Stark State College Jennie Royer 6200 Frank Avenue, NW North Canton, OH 44720 330.494.6170 ext: 4238 www.starkcountytechprep.org Upper Miami Valley Tech Prep Edison State Community College Nadine Cornett 1973 Edison Drive Piqua, OH 45356 937.778.7981 www.edison.cc.oh.us/techprep

http://sc.uakron.edu/?/techprep

http://www.clarkstate.edu/techprep/

http://www.jcc.edu/

http://www.techprepswohio.org/

http://www.cscc.edu/techprep

http://www.trumbull.kent.edu/

http://www.lakelandcc.edu/academic/techprep/

http://www.lakelandcc.edu/academic/techprep/

http://www.loraintechprep.com/

http://www.mactechprep.ysu.edu/

http://www.mtc.edu/TechPrep/techprep.htm

http://www.mtc.edu/TechPrep/techprep.htm

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Washington-Morgan-Meigs Tech Prep Washington State Community College Gary Williams 710 Colegate Drive Marietta, OH 45750 740.374.8716 ext: 1875 www.wscc.edu/techprep/index.asp?section=TEPR West Central Tech Prep Rhodes State College Nancy Osborn 4240 Campus Drive Lima, OH 45804 419.995.8811 www.techprepwcohio.org

Workforce Development Council Terra Community College Ed Harper 2830 Napoleon Road Fremont, OH 43420-9670 419.559.2360 www.flo.terra.cc.oh.us/academics/techprep.asp

Ohio Board of Regents Anthony M. Landis, Assistant Director College Tech Prep & Carl D. Perkins Programs Ohio Board of Regents 614. 387.1214 www.regents.state.oh.us Ohio Dept. of Education, CTAE Nenna Davis, Consultant College Tech Prep & Advanced Placement Ohio Department of Education 25 S. Front Street - MS 609 Columbus, OH 43215 614.466.9514 www.ode.state.oh.us

http://www.wscc.edu/techprep/index.asp?section=TEPR

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http://www.flo.terra.cc.oh.us/academics/techprep.asp

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http://www.regents.state.oh.us/


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