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56
ED 437 564 TITLE INSTITUTION PUB DATE NOTE AVAILABLE FROM PUB TYPE EDRS PRICE DESCRIPTORS ABSTRACT DOCUMENT RESUME CE 079 652 Business Management Occupations: Skill Standards. Vocational Technical Education Consortium of States, Decatur, GA. 1998-06-00 106p.; For related skill standards documents, see CE 079 651, ED 406 518, and ED 411 465. Vocational Technical Education Consortium of States, 1866 Southern Lane, Decatur, GA 30033-4097. Tel: 800-248-7701 (Toll Free). Legal/Legislative/Regulatory Materials (090) MF01/PC05 Plus Postage. Adults; *Business Administration Education; Business Skills; *Employment Potential; *Job Skills; Management Development; *Occupational Irfformation; Office Occupations Education; *Standards This report organizes the information provided by 77 individuals in business management occupations in 12 states into skills inventories for persons in these jobs. The skills inventories contain the following sections: (1) occupation-specific knowledge (communication, mathematics, science); (2) workplace behaviors (work ethics, interpersonal relationships, teamwork, solving problems and critical thinking); and (3) technical skills--core skills (planning for the business; managing personnel; maintaining facilities, equipment, and supplies; managing operations and production; performing marketing functions; performing financial functions; communicating in management occupations; performing administrative functions; using professional services). The guide also contains a technical skill standards matrix and appendixes that provide survey results, an equipment and software list, and a management occupations matrix. (KC) Reproductions supplied by EDRS are the best that can be made from the original document.

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ED 437 564

TITLEINSTITUTION

PUB DATENOTE

AVAILABLE FROM

PUB TYPEEDRS PRICEDESCRIPTORS

ABSTRACT

DOCUMENT RESUME

CE 079 652

Business Management Occupations: Skill Standards.Vocational Technical Education Consortium of States,Decatur, GA.1998-06-00106p.; For related skill standards documents, see CE 079651, ED 406 518, and ED 411 465.Vocational Technical Education Consortium of States, 1866Southern Lane, Decatur, GA 30033-4097. Tel: 800-248-7701(Toll Free).Legal/Legislative/Regulatory Materials (090)MF01/PC05 Plus Postage.Adults; *Business Administration Education; Business Skills;*Employment Potential; *Job Skills; Management Development;*Occupational Irfformation; Office Occupations Education;*Standards

This report organizes the information provided by 77individuals in business management occupations in 12 states into skillsinventories for persons in these jobs. The skills inventories contain thefollowing sections: (1) occupation-specific knowledge (communication,mathematics, science); (2) workplace behaviors (work ethics, interpersonalrelationships, teamwork, solving problems and critical thinking); and (3)technical skills--core skills (planning for the business; managing personnel;maintaining facilities, equipment, and supplies; managing operations andproduction; performing marketing functions; performing financial functions;communicating in management occupations; performing administrative functions;using professional services). The guide also contains a technical skillstandards matrix and appendixes that provide survey results, an equipment andsoftware list, and a management occupations matrix. (KC)

Reproductions supplied by EDRS are the best that can be madefrom the original document.

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tsA

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ory

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eePr

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t Sta

ffO

rgan

izat

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of S

kills

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uctio

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i

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mw

ork

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ing

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hink

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crip

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oces

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hnic

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kills

Sum

mar

y of

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vey

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ults

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e Sk

ills

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ent J

ob T

itle

3Pl

anni

ng f

or th

e B

usin

ess

15

Yea

rs o

f E

mpl

oym

ent

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ing

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onne

l15

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catio

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ntai

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ilitie

s, E

quip

men

t, an

d Su

pplie

s15

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4M

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ratio

ns a

nd P

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n15

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nd L

angu

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4Pe

rfor

min

g M

arke

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tions

16

Num

ber

of E

mpl

oyee

s Su

perv

ised

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rfor

min

g Fi

nanc

ial F

unct

ions

16

Nat

ure

of th

e B

usin

ess

4C

omm

unic

atin

g in

Man

agem

ent O

ccup

atio

ns16

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mar

y of

Tec

hnic

al S

kills

Lis

t4

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orm

ing

Adm

inis

trat

ive

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tions

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kpla

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vice

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ipm

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are

Lis

t7

Skill

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ndar

ds M

atri

xE

quip

men

t Des

crip

tion

7T

echn

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Ski

lls: C

ore

17

Soft

war

e D

escr

iptio

n7

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endi

ces

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upat

ion-

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ific

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wle

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endi

x A

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ion

9Su

rvey

Res

ults

A-1

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hem

atic

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ipm

ent a

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tA

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ienc

e12

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endi

x B

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agem

ent O

ccup

atio

ns M

atri

xB

-I

9

Seve

ral i

ndiv

idua

ls e

mpl

oyed

in b

usin

ess

man

agem

ent o

ccup

atio

nssh

ared

thei

r ex

pert

ise

by s

ervi

ng a

s po

licy

advi

sors

, tec

hnic

al e

xper

ts, a

ndre

view

ers

duri

ng th

e co

mpl

etio

n of

this

pro

duct

. Tho

se in

divi

dual

s ar

e as

follo

ws:

Adv

isor

y C

omm

ittee

Floy

d C

helf

Che

lf I

nsur

ance

Lou

isvi

lle, K

Y

Car

olyn

Cun

ning

ham

The

Che

rry'

s D

ress

Sho

pM

urra

y, K

Y

Ral

ph D

rury

Cou

rier

-Jou

rnal

Lou

isvi

lle, K

Y

John

Kor

mos

Con

trac

tor

Fair

fax,

VA

Tom

Rab

beth

Men

denh

all I

nsur

ance

Lou

isvi

lle, K

Y

Don

na R

oger

sPA

K M

ail

Bra

dent

on, F

L

1 0

Ber

tha

Bau

mga

rten

, Man

ager

Ms.

Mar

ci's

Bow

ling

Gre

en, K

Y

Lis

a A

utry

, Man

ager

Fern

Cre

ek C

afe

Fern

Cre

ek, K

Y

Jeff

rey

Key

, Ow

ner

Key

Dry

Cle

aner

sL

ouis

ville

, KY

Jean

nie

Mill

erPi

ece

Goo

ds S

hop

Lou

isvi

lle, K

Y

V. S

. Keh

oe, M

gr.

Rya

n's

Stea

k H

ouse

Lou

isvi

lle, K

Y

John

Col

lier

Col

lier's

Mot

elL

ouis

ville

, KY

Ack

noM

sdam

ents

Stev

e Se

xton

HT

Mar

ketin

gM

urra

y, K

Y

Jonn

i Mill

er, M

anag

erY

oung

land

s C

hild

rens

Sho

pL

ouis

ville

, KY

Proj

ect S

taff

Rog

er D

unn,

Man

ager

Find

ers

Kee

pers

Nas

hvill

e, T

N

Rut

h A

im S

mith

a, O

ffic

e Su

perv

isor

Payc

hex,

Inc

.C

inci

nnat

i, O

H

All

proj

ects

req

uire

the

assi

stan

ce o

f se

vera

l spe

cial

indi

vidu

als.

The

sein

divi

dual

s do

muc

h of

the

unse

en w

ork

whi

ch r

esul

ts in

the

fina

l pro

duct

.T

he f

ollo

win

g in

divi

dual

s de

serv

e sp

ecia

l ack

now

ledg

men

t for

the

effo

rts

give

n in

the

com

plet

ion

of th

is p

rodu

ct:

Mr.

Lee

Can

trel

, Wri

ter

Mrs

. Liz

You

ng, W

rite

rL

ouis

ville

, KY

Eliz

abet

htow

n, K

Y

Mrs

. Lyn

da C

antr

el, E

dito

rL

ouis

ville

, KY

App

reci

atio

n m

ust a

lso

be g

iven

to R

on M

cCag

e, B

rend

a H

atta

way

,Sa

ndi D

avis

on, a

nd R

obyn

Mar

shal

l in

the

V-T

EC

S C

entr

al O

ffic

e, w

hopr

ovid

ed a

ssis

tanc

e an

d su

ppor

t thr

ough

out t

he d

evel

opm

ent o

f th

e pr

ojec

t.

Mel

issa

Bri

scoe

Proj

ect D

irec

tor

11

rAz

tion

of S

kills

for

= u

sine

sssm

aFre

l

Occ

upat

ion-

Spec

ific

Kno

wle

dge

Wor

kpla

ce B

ehav

iors

12vi

i

oC

omm

unic

atio

n

oM

athe

mat

ics

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ienc

e

oW

ork

Eth

ics

oT

eam

wor

k

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terp

erso

nal R

elat

ions

hips

oSo

lvin

g Pr

oble

ms

and

Cri

tical

Thi

nkin

g

oPl

anni

ng f

or th

e B

usin

ess

oM

anag

ing

Pers

onne

lo

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ntai

ning

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ilitie

s, E

quip

men

t, an

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g O

pera

tions

and

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duct

ion

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rfor

min

g M

arke

ting

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tions

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rfor

min

g Fi

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ial F

unct

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unic

atin

g in

Man

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ent O

ccup

atio

nso

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orm

ing

Adm

inis

trat

ive

Func

tions

oU

tiliz

ing

Prof

essi

onal

Ser

vice

s

13

The

pur

pose

of

this

doc

umen

t is

to a

ssis

t ind

ivid

uals

, tra

inin

gpr

ovid

ers,

empl

oyer

s, m

anag

emen

t per

sonn

el, a

nd p

rofe

ssio

nal

orga

niza

tions

who

are

inte

rest

ed in

mat

chin

g kn

owle

dge,

abi

litie

s, a

ndin

tere

sts

to th

e kn

owle

dge

and

skill

s re

quir

ed f

or s

ucce

ss in

man

agem

ent

care

ers.

Thi

s do

cum

ent e

stab

lishe

s a

clea

r se

t of

perf

orm

ance

exp

ecta

tions

base

d on

cur

rent

man

agem

ent p

ract

ices

.Fo

r th

is d

ocum

ent,

skill

sta

ndar

ds a

re d

efin

ed a

s th

e bo

dy o

fkn

owle

dge,

the

tech

nica

l ski

lls, a

nd th

e w

orkp

lace

beh

avio

rs r

equi

red

ofpr

oduc

tive,

suc

cess

ful m

anag

emen

t per

sonn

el. T

hese

are

div

ided

into

thre

ese

para

te a

reas

:O

ccup

atio

n-Sp

ecif

ic K

now

ledg

e, T

echn

ical

Ski

lls, a

ndW

orkp

lace

Beh

avio

rs.

Des

crip

tion

of th

e Pr

oces

s

The

fir

st s

tep

in th

e de

velo

pmen

tal p

roce

ss w

as to

iden

tify

and

revi

ewth

e nu

mer

ous

task

list

s an

d pe

rfor

man

ce o

bjec

tives

pre

viou

sly

deve

lope

d by

V-T

EC

S an

d ot

her

curr

icul

um o

rgan

izat

ions

and

age

ncie

s.T

he f

irst

obje

ctiv

e w

as to

com

pile

a m

aste

r ta

sk li

st f

or a

ll m

anag

emen

t occ

upat

ions

.T

hese

task

s w

ere

then

con

side

red

to b

e th

e co

re ta

sks

need

ed b

y al

lin

divi

dual

s em

ploy

ed in

thes

e jo

bs.

The

cor

e ta

sk li

st w

as p

rese

nted

to a

team

of

tech

nica

l exp

erts

com

pose

d of

per

sons

cur

rent

ly e

mpl

oyed

in v

ario

us m

anag

emen

toc

cupa

tions

.T

his

team

incl

uded

rep

rese

ntat

ives

fro

m v

ario

us ty

pes

ofse

rvic

e an

d m

anuf

actu

ring

com

pani

es.

App

roxi

mat

ely

190

pers

ons

rece

ived

, the

sur

vey

of ta

sks.

Seve

nty-

seve

n pa

rtic

ipan

ts f

rom

12

stat

es r

etur

ned

com

plet

ed s

urve

ys. A

ppen

dix

Aof

this

doc

umen

t inc

lude

s th

e ta

bula

ted

resu

lts.

141

trod

uidl

lon

In A

ppen

dix

B, t

he M

anag

emen

t Occ

upat

ions

Mat

rix,

the

surv

ey h

asco

mpi

led

resp

onse

sfr

om v

ario

usty

pes

of m

anag

ersR

etai

l,M

anuf

actu

ring

, Res

taur

ant a

nd F

ood

Serv

ices

, Hot

el/M

otel

, and

Sm

all

Bus

ines

s O

wne

rs/M

anag

ers.

In

this

mat

rix,

we

have

atte

mpt

ed to

dis

play

thos

e sk

ills

by m

anag

emen

t spe

cial

ty.

Thi

s in

form

atio

n fr

om th

e su

rvey

was

pro

vide

d to

ass

ist t

he a

dvis

ory

team

in id

entif

ying

the

core

ski

lls v

ersu

ssp

ecif

ic in

dust

ry r

elat

ed s

kills

.A

fter

the

core

and

spe

cifi

c ta

sks

lists

wer

e fi

naliz

ed, t

he te

chni

cal

expe

rts

on th

e te

am e

ither

wro

te p

erfo

rman

ce o

bjec

tives

and

ste

ps to

acco

mpl

ish

each

task

or

revi

ewed

and

rev

ised

exi

stin

g pe

rfor

man

ceob

ject

ives

for

a ta

sk.

Upo

n co

mpl

etio

n of

the

initi

al d

evel

opm

ent a

ndre

visi

on o

f pe

rfor

man

ce o

bjec

tives

and

ste

ps, t

he te

am d

ivid

ed in

to g

roup

san

d re

view

ed th

e w

ork

of th

eir

co-t

eam

mem

bers

.U

pon

com

plet

ion

of th

e pe

rfor

man

ce o

bjec

tives

and

ste

ps, e

duca

tors

wer

e ad

ded

to th

e te

am to

ass

ist i

n th

e id

entif

icat

ion

of r

elat

ed a

cade

mic

skill

s th

at a

pplie

d to

eac

h ta

sk. T

he B

asic

/Ess

entia

l Ski

lls T

axon

omy

from

V-T

EC

S w

as u

sed

for

the

iden

tific

atio

n of

aca

dem

ic s

kills

.N

ext,

mem

bers

of

the

deve

lopm

ent t

eam

and

pro

ject

sta

ff g

roup

ed a

ndor

gani

zed

the

task

s an

d st

anda

rds

by s

kill

in o

rder

to a

rriv

e at

the

skill

stan

dard

s th

at a

re in

clud

ed o

n th

e fo

llow

ing

page

s.

15

Bas

ed o

n th

e re

spon

ses

of m

anag

ers

on a

n O

ccup

atio

nal I

nven

tory

of

Skill

s fo

r M

anag

eria

l Occ

upat

ions

adm

inis

tere

d th

roug

h V

-TE

CS,

the

typi

cal m

anag

er m

eets

the

follo

win

g ch

arac

teri

stic

s:

oIn

clud

es "

Man

ager

" as

par

t of

the

job

title

oH

as a

bac

cala

urea

te d

egre

e or

abo

veo

Wor

ks f

or a

com

pany

with

500

or

few

er e

mpl

oyee

so

Dir

ectly

sup

ervi

ses

from

6 to

20

empl

oyee

s on

a d

aily

bas

iso

Has

a s

alar

y ra

nge

from

$40

,000

to $

75,0

00o

Has

bee

n em

ploy

ed in

a m

anag

eria

l pos

ition

for

ten

year

s or

mor

eo

Doe

s no

t hav

e a

seco

nd la

ngua

ge

V-T

EC

S se

nt th

e O

ccup

atio

nal I

nven

tory

of

Skill

s fo

r M

anag

eria

lO

ccup

atio

ns to

190

indi

vidu

als

in m

anag

emen

t pos

ition

s in

12

stat

es. T

his

was

don

e w

ith th

e as

sist

ance

of

tech

nica

l coo

rdin

ator

s w

ho w

ork

with

V-

TE

CS

at th

e st

ate

leve

l. Se

vent

y-se

ven

man

ager

s re

turn

ed u

seab

le s

urve

ys.

The

se m

anag

ers

repr

esen

ted

vari

ous

leve

ls o

f m

anag

emen

t in

a la

rge

rang

eof

bus

ines

s an

d in

dust

ry.

In a

dditi

on to

gat

heri

ng G

ener

al B

ackg

roun

d in

form

atio

n of

the

resp

onde

nts,

the

surv

ey c

onta

ined

a T

echn

ical

Ski

ll L

ist f

or M

anag

eria

lO

ccup

atio

ns th

at w

as d

ivid

ed in

to n

ine

spec

ific

dut

y ar

eas.

Res

pond

ents

indi

cate

d by

Yes

or

No

whe

ther

or

not t

hey

perf

orm

eac

h ta

sk in

thei

rcu

rren

t man

ager

ial p

ositi

ons.

The

sur

vey

also

incl

uded

Wor

kpla

ceB

ehav

iors

and

an

Equ

ipm

ent a

nd S

oftw

are

Lis

t to

whi

ch th

e pa

rtic

ipan

tsw

ere

aske

d to

res

pond

. Thi

s re

port

sum

mar

izes

the

info

rmat

ion

prov

ided

by th

e re

spon

dent

s.

Sum

mar

y of

Sur

y

Pres

ent J

ob T

itle

Res

uElts

The

ope

n-en

ded

ques

tion,

"W

hat i

s yo

ur p

rese

nt jo

b tit

le?"

elic

ited

ala

rge

num

ber

of d

iffe

rent

res

pons

es. W

hile

50.

6 pe

rcen

t of

the

resp

onde

nts

have

the

wor

d "m

anag

er"

as p

art o

f th

eir

job

title

, it i

s co

uple

d w

ith o

ther

wor

ds s

uch

as G

ener

al, P

lant

, Bra

nch,

Ass

ista

nt, e

tc.

Oth

er jo

b tit

les

incl

uded

Sm

all B

usin

ess

Ow

ner

(10

perc

ent)

, Pre

side

nt (

11.6

per

cent

),D

irec

tor

(9 p

erce

nt),

Sup

ervi

sor

(11.

6 pe

rcen

t), E

xecu

tive

Che

f (5

per

cent

),an

d T

rain

ing

Coo

rdin

ator

(1

perc

ent)

.

Yea

rs o

f E

mpl

oym

ent

Ano

ther

ope

n-en

ded

ques

tion,

"H

ow lo

ng h

ave

you

been

em

ploy

ed in

som

e ty

pe o

f m

anag

emen

t pos

ition

?" r

evea

led

that

mor

e th

an h

alf

of th

ere

spon

dent

s ha

ve b

een

empl

oyed

in a

man

agem

ent p

ositi

on f

or m

ore

than

ten

year

s, w

ith 1

8 pe

rcen

t ser

ving

as

man

ager

s fo

r m

ore

than

twen

ty y

ears

.T

he s

mal

lest

gro

up (

6.5

perc

ent)

hav

e be

en m

anag

ers

for

less

than

thre

eye

ars.

The

com

plet

e st

atis

tics

are

show

n on

the

follo

win

g ch

art:

Few

er th

an 3

yea

rs (

6.5%

)

3 to

5 y

ears

(14

.3%

)

6 to

10

year

s (2

2.0%

Mor

e th

an 2

0 2

ears

(18

.2%

)

IM MIM MOM

='IM M

M.

16 to

28

year

s (2

4.7%

)

11 to

15

year

s (1

4.3%

)

317

Edu

catio

n

As

indi

cate

d on

the

chec

klis

t of

thei

r hi

ghes

t lev

el o

f ed

ucat

ion,

am

ajor

ity o

f th

e re

spon

dent

s at

tend

ed c

olle

ge, w

ith 5

7 pe

rcen

t hav

ing

com

plet

ed a

Bac

helo

rs D

egre

e or

abo

ve, a

nd 1

9.5

perc

ent h

avin

g an

Ass

ocia

te D

egre

e.N

one

has

less

than

a h

igh

scho

ol d

iplo

ma

or it

seq

uiva

lent

. Com

plet

e fi

gure

s ar

e ill

ustr

ated

on

the

follo

win

g ch

art:

Hig

h Sc

hool

Dip

lom

a or

Equ

ival

ent (

11.7

%)

Sala

ry R

ange

Res

pond

ents

wer

e gi

ven

a lis

t of

sala

ry r

ange

s an

d as

ked

to c

heck

thei

rpr

esen

t ran

ge, n

ot in

clud

ing

over

time.

Mor

e th

an 5

0 pe

rcen

t are

in th

e$5

5,00

1 to

$75

,000

sal

ary

rang

e, w

ith o

nly

3.9

perc

ent m

akin

g le

ss th

an$2

5,00

0, a

nd 2

.6 p

erce

nt m

akin

g ab

ove

$100

,000

. The

sal

ary

rang

e is

as

follo

ws:

Les

s th

an $

25,0

003.

9%$2

5,00

0 to

$40

,000

15.6

%$4

0,00

1 to

$55

,000

19.5

%$5

5,00

1 to

$75

,000

50.6

%$7

5,00

1 to

$10

0,00

07.

8%$1

00,0

00 to

$12

5,00

02.

6%

Seco

nd L

angu

age

To

the

ques

tion,

"D

o yo

u ha

ve a

sec

ond

lang

uage

?" 1

2 pe

rcen

tin

dica

ted

that

they

do,

but

non

e of

them

use

it o

n th

e jo

b.

184

Num

ber

Of

Em

ploy

ees

Supe

rvis

ed

Alth

ough

10.

4 pe

rcen

t of

the

resp

onde

nts

supe

rvis

e m

ore

than

100

empl

oyee

s on

a d

aily

bas

is, m

ost s

uper

vise

fro

m 6

to 2

0. R

espo

nses

to th

eop

en-e

nded

que

stio

n, "

How

man

y em

ploy

ees

do y

ou s

uper

vise

on

a da

ilyba

sis?

" ar

e in

dica

ted

on th

e ac

com

pany

ing

char

t.

Few

er th

an 5

(13

.0%

)M

ore

than

100

(10

.4%

)

51 to

100

(10

.4%

)

6 to

10

(23.

4%

.= I

MI N

V

11 to

20

(23.

4%)

Nat

ure

of th

e B

usin

ess

21 to

50

(19.

4%)

Nin

e di

ffer

ent t

ypes

of

busi

ness

es a

re r

epre

sent

ed b

y th

e se

vent

y-se

ven

man

ager

s. O

f th

e su

rvey

res

pond

ents

, the

sam

e pe

rcen

tage

(18

.2 p

erce

nt)

are

man

ager

s in

thre

e ty

pes

of b

usin

esse

sMan

ufac

turi

ng, H

otel

/Mot

el,

and

Serv

ice.

The

nex

t lar

gest

bus

ines

s ca

tego

ries

are

Ret

ail (

15.6

per

cent

),R

esta

uran

t (11

.6 p

erce

nt),

and

Ban

king

/Ins

uran

ce/F

inan

ce (

7.8

perc

ent)

.O

ther

bus

ines

ses

repr

esen

ted

are

Con

stru

ctio

n, H

ealth

care

, and

Gov

ernm

ent.

The

siz

e of

the

busi

ness

es f

or w

hich

the

resp

onde

nts

wor

k va

ried

grea

tly. T

he la

rges

t num

ber,

37.

8 pe

rcen

t, w

ork

at c

ompa

nies

with

51

to49

9 em

ploy

ees.

Sm

alle

r co

mpa

nies

, with

50

empl

oyee

s or

few

er, e

mpl

oy33

.6 p

erce

nt o

f th

e m

anag

ers,

whi

le c

ompa

nies

with

2,0

00 o

r m

ore

wor

kers

empl

oy 1

4.3

perc

ent o

f th

e m

anag

ers.

Sum

mar

y O

f T

echn

ical

Ski

lls L

ist

The

Occ

upat

iona

l Inv

ento

ry o

f Sk

ills

for

Man

ager

ial O

ccup

atio

ns w

asde

velo

ped

usin

g cu

rren

t V-T

EC

S re

sear

ch a

nd in

terv

iew

s w

ith p

erso

nsem

ploy

ed in

man

ager

ial o

ccup

atio

ns.

19

Dir

ectio

ns f

or c

ompl

etin

g th

e O

ccup

atio

nal I

nven

tory

req

uest

edre

spon

dent

s to

che

ck e

ither

YE

S or

NO

to in

dica

te if

they

per

form

the

task

sth

at w

ere

grou

ped

in b

road

"D

uty

Are

as"

in th

eir

curr

ent j

obs.

The

resp

onde

nts

did

not i

ndic

ate

the

freq

uenc

y th

at th

ey p

erfo

rm a

task

, but

sim

ply

whe

ther

they

do

or d

o no

t per

form

the

task

as

a pa

rt o

f th

eir

curr

ent

man

ager

ial j

ob.

A s

umm

ary

of r

espo

nses

by

Dut

y A

rea

follo

ws;

the

com

plet

e lis

t of

resp

onse

s is

incl

uded

in th

e A

ppen

dix.

Dut

y A

: Pla

nnin

g fo

r th

e B

usin

ess

The

larg

e nu

mbe

r of

"Y

es"

resp

onse

s to

the

task

s co

mpr

isin

g "D

evel

opa

com

preh

ensi

ve b

usin

ess

plan

" in

dica

tes

that

pla

nnin

g is

an

impo

rtan

t dut

yof

mos

t man

ager

s. T

he la

rges

t per

cent

age

(90

perc

ent)

was

for

"Se

lect

ing

prod

ucts

and

/or

serv

ices

to b

e pr

ovid

ed,"

whi

le 7

8 pe

rcen

t are

invo

lved

in"A

naly

zing

com

petit

ion,

" "E

stim

atin

g in

vent

ory

need

s,"

and

"Det

erm

inin

gpe

rson

nel n

eeds

and

oth

er b

usin

ess

activ

ities

and

cos

ts."

The

low

est

perc

enta

ge (

19 p

erce

nt)

indi

cate

s th

at m

ost m

anag

ers

do n

ot "

Dev

elop

tax

stra

tegi

es."

The

dut

ies

rela

ting

to "

Dev

elop

str

ateg

ic p

lans

" ar

e pe

rfor

med

less

ofte

n, w

ith th

e m

ost f

requ

ent b

eing

"D

eter

min

e su

pply

and

ser

vice

nee

dsan

d th

eir

cost

s" (

78 p

erce

nt)

and

"Est

imat

e ex

pens

es"

(70

perc

ent)

.H

owev

er, t

he lo

ng-t

erm

man

ager

ial p

lann

ing

func

tion

is im

port

ant a

sin

dica

ted

by th

e 90

per

cent

pos

itive

res

pons

e to

"E

stab

lish

com

pany

goa

ls,

polic

ies,

and

pro

cedu

res"

and

a 7

8 pe

rcen

t "Y

es"

resp

onse

to "

Prep

are

ast

atem

ent o

f pu

rpos

e."

Dut

y B

: Man

agin

g P

erso

nnel

Bas

ed o

n re

spon

ses,

"D

evel

opin

g sy

stem

for

org

aniz

ing

wor

k" is

am

ajor

man

ager

ial t

ask.

Thi

s in

volv

es "

Dev

elop

ing

a pl

an f

or la

bor

need

s"(8

2 pe

rcen

t), "

Est

ablis

hing

wor

k fl

ow"

(86

perc

ent)

, "D

evel

opin

g st

affi

ngpl

an"

(82

perc

ent)

, and

"Pr

epar

ing

job

desc

ript

ions

" (9

4 pe

rcen

t). T

asks

rela

ting

to "

Dev

elop

per

sonn

el p

olic

ies

and

proc

edur

es"

are

perf

orm

ed b

yfe

wer

man

ager

s; h

owev

er, "

Adh

erin

g to

app

licab

le la

bor

regu

latio

ns a

ndpe

rson

nel p

ract

ices

" is

per

form

ed s

igni

fica

ntly

(78

per

cent

).T

he p

erce

ntag

es r

elat

ing

to th

e du

ty o

f "F

illin

g jo

b op

enin

gs"

are

high

,pa

rtic

ular

ly f

or "

Rec

ruiti

ng p

erso

nnel

" (7

8 pe

rcen

t), "

Inte

rvie

win

gpr

ospe

ctiv

e em

ploy

ees"

(97

per

cent

), a

nd "

Sele

ctin

g an

d pl

acin

g ne

wem

ploy

ees"

(94

per

cent

). A

fter

fill

ing

the

jobs

, 94

perc

ent o

f th

e m

anag

ers

indi

cate

that

they

"Id

entif

y em

ploy

ee tr

aini

ng n

eeds

." T

he o

rien

tatio

n of

205

new

em

ploy

ees

does

not

app

ear

to b

e a

maj

or r

espo

nsib

ility

of

man

ager

s.H

owev

er, 6

6 pe

rcen

t "C

oord

inat

e an

d co

nduc

t em

ploy

ee c

ontin

uing

educ

atio

n pr

ogra

ms.

"A

ll of

the

task

s un

der

"Sch

edul

e jo

bs a

nd a

ssig

n w

ork

to e

mpl

oyee

s"ap

pear

to h

ave

fair

ly h

igh

perf

orm

ance

rat

es. "

Est

ablis

hing

wor

k pr

iori

ties"

(90

perc

ent)

, "A

ssig

ning

wor

k to

em

ploy

ees"

(86

per

cent

), a

nd"C

oord

inat

ing

dutie

s w

ith o

ther

em

ploy

ees/

depa

rtm

ents

" (8

6 pe

rcen

t)in

dica

te a

n ac

tive

man

ager

ial i

nvol

vem

ent.

"Eva

luat

ion

of e

mpl

oyee

perf

orm

ance

," in

clud

ing

the

"Adm

inis

trat

ion

of c

ouns

elin

g an

d di

scip

linar

yac

tion"

and

"D

ism

issa

l of

empl

oyee

s,"

are

freq

uent

ly p

erfo

rmed

by

man

agem

ent p

erso

nnel

. How

ever

, the

"M

aint

enan

ce o

f em

ploy

ee r

ecor

ds"

appe

ars

to b

e do

ne b

y ot

hers

.

Dut

y C

: Mai

ntai

ning

Fac

ilitie

s, E

quip

men

t, an

d S

uppl

ies

Mos

t of

the

task

s in

this

dut

y ar

ea h

ave

low

per

form

ance

per

cent

ages

.T

he m

ost f

requ

ently

per

form

ed ta

sks

are

to "

Org

aniz

e w

ork

stat

ions

and

spac

e" (

70 p

erce

nt),

to "

Purc

hase

/leas

e eq

uipm

ent,

furn

iture

, and

acce

ssor

ies"

(78

per

cent

), a

nd to

"Pr

ovid

e fo

r eq

uipm

ent m

aint

enan

ce"

(62

perc

ent)

.T

he f

our

task

s th

at f

all u

nder

the

duty

hea

ding

"Se

lect

and

man

age

com

pute

r ha

rdw

are

and

soft

war

e" h

ave

part

icul

arly

low

perc

enta

ges.

It is

pro

babl

e th

at th

ose

func

tions

are

ass

igne

d to

per

sonn

elw

ith m

ore

expe

rtis

e in

tech

nolo

gy.

Dut

y D

: Man

agin

g O

pera

tions

and

Pro

duct

ion

Litt

le m

ore

than

hal

f of

the

resp

ondi

ng m

anag

ers

indi

cate

that

they

perf

orm

task

s re

latin

g to

"E

stab

lishi

ng a

nd m

onito

ring

sta

ndar

ds,"

with

perc

enta

ges

rang

ing

from

55

to 6

6 pe

rcen

t. Fe

w a

re a

ctiv

ely

invo

lved

in"M

anag

ing

inve

ntor

y."

How

ever

, alm

ost t

hree

-fou

rths

of

the

man

ager

s"S

et a

nd m

aint

ain

sche

dule

s" a

nd "

Mon

itor

wor

k fl

ow."

.

Dut

y E

: Per

form

ing

Mar

ketin

g F

unct

ions

The

low

per

form

ance

per

cent

ages

for

the

five

task

s re

latin

g to

the

duty

to "

Dev

elop

sal

es/m

arke

ting

stra

tegi

es"

and

the

seve

n ta

sks

rela

ting

to"P

lan

stra

tegy

for

the

prom

otio

n of

pro

duct

s an

d se

rvic

es"

prov

ide

furt

her

evid

ence

of

the

impo

rtan

ce o

f th

e m

anag

eria

l fun

ctio

n of

em

ploy

ing

pers

onne

l to

hand

le s

peci

fic

resp

onsi

bilit

ies.

Whi

le o

ther

s ar

e re

spon

sibl

efo

r pe

rfor

min

g th

e ac

tual

mar

ketin

g fu

nctio

ns, m

anag

ers

are

invo

lved

in

21

"Dev

elop

ing

cust

omer

rel

atio

ns p

olic

ies,

" as

74

perc

ent "

Eva

luat

e an

dm

onito

r cu

stom

er s

atis

fact

ion,

" an

d 70

per

cent

"M

onito

r cu

stom

er s

ervi

ce."

Dut

y F

: Per

form

ing

Fin

anci

al F

unct

ions

The

per

cent

age

of "

Yes

" re

spon

ses

indi

cate

s th

at m

anag

ers

are

som

ewha

t inv

olve

d in

"M

anag

ing

fina

ncia

l res

ourc

es."

Whi

le n

ot a

ctua

llype

rfor

min

g th

e ac

coun

ting

func

tions

, the

y ar

e re

quir

ed to

"A

naly

ze b

udge

ts,

fina

ncia

l sta

tem

ents

, and

mat

eria

ls o

n a

cont

inui

ng b

asis

" (6

2 pe

rcen

t),

"Pre

pare

an

annu

al b

udge

t" (

58 p

erce

nt),

and

"O

pera

te w

ithin

an

annu

albu

dget

" (6

6 pe

rcen

t). T

hey

also

hav

e to

"Pr

epar

e fi

nanc

ial f

orec

asts

(55

perc

ent)

and

"Id

entif

y an

d ex

plai

n ab

norm

al g

ains

and

loss

es"

(70

perc

ent)

.A

sur

pris

ingl

y fe

w r

espo

nden

ts "

Prov

ide

for

acco

untin

g se

rvic

es,"

with

only

19

perc

ent "

Con

trac

ting

for

acco

untin

g an

d ta

x se

rvic

es."

Few

man

ager

s re

spon

ded

that

they

"O

pera

te a

ccou

ntin

g sy

stem

."

Dut

y G

: Com

mun

icat

ing

in M

anag

emen

t Occ

upat

ions

As

wou

ld b

e ex

pect

ed, m

ost m

anag

ers

"Com

mun

icat

e w

ith c

usto

mer

s,cl

ient

s, a

nd a

ssoc

iate

s in

var

ious

way

s."

One

hun

dred

per

cent

indi

cate

that

they

"In

terp

ret v

erba

l and

non

-ver

bal c

omm

unic

atio

n" a

nd "

Use

list

enin

gsk

ills.

"O

ther

high

lyra

ted

com

mun

icat

ion

prac

tices

incl

ude

"Com

mun

icat

ion

by te

leph

one

to c

onve

y an

d re

ceiv

e in

form

atio

n" (

97pe

rcen

t), "

Plan

, dir

ect,

and

part

icip

ate

in m

eetin

gs a

nd c

onfe

renc

es"

(97

perc

ent)

, and

"C

ompo

se c

orre

spon

denc

e an

d re

port

s" (

94 p

erce

nt).

Eig

hty-

six

perc

ent o

f th

e re

spon

ding

man

ager

s al

so "

Giv

e or

al p

rese

ntat

ions

,fo

rmal

ly a

nd in

form

ally

" an

d "U

tiliz

e el

ectr

onic

com

mun

icat

ions

and

tele

com

mun

icat

ions

, suc

h as

E-M

ail a

nd F

ax."

The

impo

rtan

ce o

f go

od p

ublic

rel

atio

ns is

app

aren

t, as

mor

e th

an 5

0pe

rcen

t of

the

man

ager

s pe

rfor

m th

e th

ree

task

s in

clud

ed in

"D

evel

oplia

ison

s w

ith o

rgan

izat

ions

and

com

mun

ity,"

with

82

perc

ent "

Rep

rese

ntin

gbu

sine

ss in

com

mun

ity o

rgan

izat

ions

and

act

iviti

es."

"Pro

vidi

ng e

mpl

oyee

com

mun

icat

ions

sys

tem

that

enc

oura

ges

loya

ltyan

d te

amw

ork"

is e

mph

asiz

ed, a

s m

ore

than

80

perc

ent o

f th

e re

spon

dent

spe

rfor

m a

ll fi

ve ta

sks

in th

at d

uty

area

. The

se in

clud

e "D

efin

ing

area

s of

resp

onsi

bilit

y" (

90 p

erce

nt),

"D

eleg

atin

g au

thor

ity"

(86

perc

ent)

,"P

rovi

ding

per

form

ance

fee

dbac

k" (

86 p

erce

nt),

and

"Im

plem

entin

gco

mm

unic

atio

ns s

truc

ture

with

in th

e bu

sine

ss"

(86

perc

ent)

.

226

Dut

y H

: Per

form

ing

Adm

inis

trat

ive

Fun

ctio

ns

A la

rge

perc

enta

ge o

f th

e re

spon

ding

man

ager

s "C

ompl

ete

adm

inis

trat

ive

task

s,"

such

as

"Pri

oriti

ze ta

sks

and

own

wor

k" (

97 p

erce

nt),

"Mai

ntai

n ap

poin

tmen

t cal

enda

r" (

86 p

erce

nt),

and

"Pl

an tr

avel

and

tran

spor

tatio

n fo

r bu

sine

ss tr

ips"

(62

per

cent

). T

hey

are

also

invo

lved

with

tech

nolo

gy a

s th

ey "

Form

at, k

ey, a

nd e

dit b

usin

ess

docu

men

ts u

sing

wor

dpr

oces

sing

sof

twar

e" (

66 p

erce

nt)

and

"Cre

ate

wor

kshe

ets

and

grap

hs u

sing

spre

adsh

eet s

oftw

are"

(62

per

cent

). T

he o

nly

low

per

cent

age

in th

is d

uty

area

was

"Pr

epar

e do

cum

ents

for

ISO

900

0 ce

rtif

icat

ions

," w

ith o

nly

27pe

rcen

t.

Dut

y I:

Util

izin

g P

rofe

ssio

nal S

ervi

ces

Not

sur

pris

ingl

y, 9

7 pe

rcen

t of

the

resp

onde

nts

indi

cate

that

they

"Com

ply

with

bus

ines

s la

ws,

reg

ulat

ions

, and

lega

l pro

cedu

res,

" an

d 78

perc

ent "

Adh

ere

to la

bor

regu

latio

ns."

Oth

er it

ems

in th

is c

lass

ific

atio

nre

ceiv

ed a

sm

all p

erce

ntag

e of

"Y

es"

resp

onse

s.U

nder

the

duty

, "M

anag

ing

cont

ract

s an

d ot

her

lega

l doc

umen

ts,"

66

perc

ent "

Mon

itor

and

fulf

ill c

ontr

actu

al o

blig

atio

ns,"

whi

le 6

3 pe

rcen

t hav

eto

"C

ompr

ehen

d an

d ev

alua

te c

ontr

acts

." T

his

may

indi

cate

that

they

hir

ele

gal e

xper

ts to

han

dle

man

y le

gal r

espo

nsib

ilitie

s.R

espo

nden

ts d

o "P

rovi

de s

ecur

e, s

afe,

and

hea

lthy

envi

ronm

ent,"

as

94pe

rcen

t "C

ompl

y w

ith o

ccup

atio

nal h

ealth

and

saf

ety

prac

tices

and

regu

latio

ns"

and

"Rep

ort a

ccid

ents

occ

urri

ng o

n pr

emis

es."

Fift

y-fi

vepe

rcen

t "E

stab

lish

and

mai

ntai

n sa

fety

pro

gram

," a

nd 7

0 pe

rcen

t "H

andl

ere

port

s of

thef

ts."

Onl

y 39

per

cent

"E

stab

lish

and

mai

ntai

n fa

cilit

yse

curi

ty."

Wor

kpla

ce B

ehav

iors

Wor

kpla

ce B

ehav

iors

is d

ivid

ed in

to f

our

duty

are

as: W

ork

Eth

ics,

Inte

rper

sona

l Rel

atio

nshi

ps, T

eam

wor

k, a

nd S

olvi

ng P

robl

ems

and

Cri

tical

Thi

nkin

g. W

ith th

e ex

cept

ion

of f

our

task

s, e

very

res

pond

ent p

erfo

rms

all

thir

ty-f

ive

of th

e ta

sks

incl

uded

in W

orkp

lace

Beh

avio

rs.

Equ

ipm

ent a

nd S

oftw

are

Lis

t

Part

III

of

the

Occ

upat

iona

l Inv

ento

ry o

f Sk

ills

for

Man

ager

ial

Occ

upat

ions

ask

ed th

e re

spon

dent

s to

indi

cate

whe

ther

or

not t

hey

used

cert

ain

equi

pmen

t and

sof

twar

e in

thei

r cu

rren

t job

s.R

espo

nses

are

sum

mar

ized

bel

ow.

Equ

ipm

ent D

escr

iptio

n

As

wou

ld b

e ex

pect

ed, t

elep

hone

s ar

e us

ed b

y 10

0 pe

rcen

t of

the

resp

ondi

ng m

anag

ers,

with

cal

cula

tors

a c

lose

sec

ond

at 9

9 pe

rcen

t. O

ther

equi

pmen

t ite

ms

that

rec

eive

d a

resp

onse

of

at le

ast 9

0 pe

rcen

t are

the

follo

win

g:Fi

le C

abin

ets,

Sto

rage

Cab

inet

s, C

ompu

ter,

PC

with

CPU

,M

onito

r, K

eybo

ard,

FA

X s

yste

m, P

hoto

copi

er, a

nd P

rint

er (

lase

r, d

otm

atri

x, o

r in

kjet

).Se

vent

y-ei

ght p

erce

nt u

sed

a co

mpu

ter

term

inal

conn

ecte

d to

mai

nfra

me

or m

inic

ompu

ter

and

a te

leph

one

answ

erin

gm

achi

ne.

111

Sof

twar

e D

escr

iptio

n

1111

As

repo

rted

in th

e E

quip

men

t Des

crip

tion,

97

perc

ent o

f th

ere

spon

dent

s us

e a

com

pute

r in

thei

r jo

bs.

Res

pons

es to

the

Soft

war

eD

escr

iptio

n se

gmen

t of

the

inve

ntor

y in

dica

te a

larg

e va

riet

y of

sof

twar

e is

utili

zed

on th

ese

com

pute

rs, a

lthou

gh s

peci

fic

bran

d na

mes

of

soft

war

ew

ere

not g

iven

. Wor

d pr

oces

sing

sof

twar

e is

the

mos

t fre

quen

tly u

sed,

with

a pe

rcen

tage

of

90.

Oth

er s

oftw

are

used

by

at le

ast 6

0 pe

rcen

t of

the

resp

ondi

ng m

anag

ers

are

the

follo

win

g:D

atab

ase,

Ele

ctro

nic

Com

mun

icat

ion,

For

ms

Des

ign,

Spr

eads

heet

, and

Cus

tom

ized

Sof

twar

e.

U U24

7

ccu

atio

-S

e [M

c K

now

iled

To

mer

ely

poss

ess

basi

c re

adin

g, w

ritin

g, a

nd a

rith

met

ic s

kills

in a

man

ager

's w

orld

is n

ot e

noug

hman

agem

ent p

erso

nnel

mus

t app

ly th

iskn

owle

dge

ever

yday

.O

ccup

atio

n-Sp

ecif

ic K

now

ledg

e is

fam

iliar

ity, a

war

enes

s,or

unde

rsta

ndin

g th

at f

orm

s th

e fo

unda

tion

to d

evel

op th

e m

ore

adva

nced

know

ledg

e an

d sk

ills

requ

ired

in th

e w

orkp

lace

.O

ccup

atio

n-Sp

ecif

icK

now

ledg

e w

as c

ateg

oriz

ed a

ccor

ding

to c

omm

unic

atio

n, m

athe

mat

ics,

and

scie

nce

in th

is s

tudy

.

Com

mun

icat

ion

oT

he m

anag

er p

rocu

res,

ana

lyze

s, a

nd a

ssim

ilate

s a

vari

ety

ofin

form

atio

n to

mak

e w

ell-

rese

arch

ed in

fere

nces

and

pre

dict

ions

tode

velo

p a

prel

imin

ary

busi

ness

pla

n fo

r a

new

bus

ines

s.

oT

he m

anag

er c

ompo

ses,

edi

ts, a

nd p

roof

read

s to

pro

duce

an

erro

r-fr

eepr

elim

inar

y bu

sine

ss p

lan

for

a ne

w b

usin

ess.

oT

he m

anag

er c

olle

cts

and

revi

ews

data

and

mak

es in

form

ed in

fere

nces

and

pred

ictio

ns to

dev

elop

, com

pose

, and

edi

t an

erro

r-fr

ee, a

nnua

lst

rate

gic

plan

for

an

ongo

ing

busi

ness

.

oT

he m

anag

er c

ompo

ses

and

edits

com

pany

goa

ls, p

olic

ies,

and

proc

edur

es u

sing

lang

uage

that

is c

lear

, con

cise

, and

app

ropr

iate

for

apa

rtic

ular

aud

ienc

eem

ploy

ees

and

cust

omer

s.

oT

he m

anag

er c

ompo

ses

a w

ell-

defi

ned,

err

or-f

ree

wri

tten

job

desc

ript

ion

for

each

pos

ition

on

the

orga

niza

tion

char

t whe

nde

velo

ping

a s

taff

ing

plan

.

259

oT

he m

anag

er c

ompo

ses

and

edits

info

rmat

ion

to p

rodu

ce p

olic

y an

dpr

oced

ure

man

uals

.

oT

he m

anag

er p

rese

nts

clea

r, c

onci

se in

form

atio

n in

bot

h fo

rmal

and

info

rmal

spe

eche

s du

ring

em

ploy

ee o

rien

tatio

n pr

ogra

ms

and

ongo

ing

trai

ning

pro

gram

s.

oT

he m

anag

er e

mpl

oys

a vo

cabu

lary

that

is c

lear

, con

cise

, and

fre

e of

ambi

guity

and

bia

s to

com

pose

and

edi

t doc

umen

tatio

n of

em

ploy

eepe

rfor

man

ce.

oT

he m

anag

er a

dapt

s lis

teni

ng s

trat

egie

s to

util

ize

verb

al a

nd n

onve

rbal

cont

ent w

hen

impl

emen

ting

the

empl

oyee

per

form

ance

eva

luat

ion

proc

ess.

oT

he m

anag

er d

ocum

ents

act

ions

reg

ardi

ng e

vent

s re

late

d to

an

empl

oyee

's p

erfo

rman

ce in

a c

lear

, obj

ectiv

e st

yle

that

pre

clud

es a

nyer

rone

ous

inte

rpre

tatio

n of

eve

nts

bein

g do

cum

ente

d.

oT

he m

anag

er u

ses

mul

tiple

info

rmat

ion

sour

ces

and

appr

opri

ate

tech

nica

l lan

guag

e to

com

pose

and

edi

t rea

listic

pro

duct

ivity

sta

ndar

ds.

oT

he m

anag

er id

entif

ies,

com

preh

ends

, and

eva

luat

es te

chni

cal d

ata

tode

velo

p op

erat

ing

proc

edur

es.

oT

he m

anag

er u

ses

com

posi

tion

and

editi

ng s

kills

to c

lear

ly e

xpla

in th

est

eps

of th

e es

tabl

ishe

d pr

oces

s fo

r ob

tain

ing

mat

eria

ls n

eces

sary

tom

anag

e an

inve

ntor

y of

fin

ishe

d go

ods.

26

The

man

ager

iden

tifie

s, c

ompr

ehen

ds, a

nd e

valu

ates

bot

h w

ritte

n an

dgr

aphi

c te

chni

cal i

nfor

mat

ion

to d

esig

n a

qual

ity c

ontr

ol s

yste

m.

The

man

ager

bot

h de

scri

bes

and

expl

ains

whe

n co

mpo

sing

and

edi

ting

a qu

ality

con

trol

sys

tem

doc

umen

t tha

t is

free

of

spel

ling,

gra

mm

ar, a

ndpu

nctu

atio

n er

rors

.

The

man

ager

col

lect

s, c

ompr

ehen

ds, a

nd e

valu

ates

wri

tten

and

oral

info

rmat

ion

and

uses

app

ropr

iate

list

enin

g st

rate

gies

to d

ecod

eno

nver

bal a

nd v

erba

l cue

s w

hen

mon

itori

ng c

usto

mer

ser

vice

.

oT

he m

anag

er u

ses

com

posi

tion

and

editi

ng s

kills

to d

ocum

ent c

usto

mer

feed

back

.

The

man

ager

gat

hers

, eva

luat

es, a

nd a

ssim

ilate

s or

al a

nd w

ritte

nin

form

atio

n to

com

pose

a m

arke

ting-

stra

tegi

es d

ocum

ent w

ith c

orre

ctsp

ellin

g, g

ram

mar

, and

pun

ctua

tion.

oT

he m

anag

er e

valu

ates

and

use

s a

vari

ety

of m

edia

res

ourc

es a

ndw

ritte

n in

form

atio

n in

pla

nnin

g fo

r th

e pr

omot

ion

of p

rodu

cts

and

serv

ices

.

The

man

ager

ana

lyze

s an

d in

terp

rets

info

rmat

ion

pres

ente

d in

cha

rts,

tabl

es, a

nd g

raph

s in

est

ablis

hing

and

mon

itori

ng p

rici

ng s

truc

ture

for

prod

ucts

and

ser

vice

s.

oT

he m

anag

er u

ses

an a

ppro

pria

te b

usin

ess

styl

e to

com

pose

and

edi

t aw

ell-

docu

men

ted

and

wel

l-de

velo

ped

repo

rt to

pre

pare

and

exp

lain

fina

ncia

l for

ecas

ts.

oT

he m

anag

er m

akes

infe

renc

es a

nd p

redi

ctio

ns b

ased

on

a va

riet

y of

info

rmat

ion

in p

repa

ring

fin

anci

al f

orec

asts

.

oT

he m

anag

er u

ses

com

posi

tion

and

editi

ng s

kills

to e

stab

lish

acco

untin

g pr

oced

ures

to b

e ut

ilize

d by

all

empl

oyee

s to

mai

ntai

nre

cord

s fo

r ac

coun

ting

and

tax

serv

ices

.

oT

he m

anag

er u

ses

appr

opri

ate

dict

ion

and

spea

king

and

list

enin

gst

rate

gies

whe

n pa

rtic

ipat

ing

in m

eetin

gs a

nd c

onfe

renc

es.

2710

oT

he m

anag

er p

repa

res

and

pres

ents

app

ropr

iate

, acc

urat

e, w

ell-

artic

ulat

ed f

orm

al a

nd in

form

al p

rese

ntat

ions

, whi

ch in

clud

e an

yap

prop

riat

e vi

sual

s or

oth

er m

edia

.

oT

he m

anag

er a

naly

zes

audi

ence

and

pur

pose

, em

ploy

s ap

prop

riat

esp

eaki

ng a

nd li

sten

ing

skill

s, a

nd d

emon

stra

tes

awar

enes

s of

ver

bal a

ndno

n-ve

rbal

cue

s w

hen

disc

ussi

ng w

ays

to d

evel

op li

aiso

ns w

ithor

gani

zatio

ns a

nd th

e co

mm

unity

.

oT

he m

anag

er c

aref

ully

com

pose

s an

d ed

its w

ritte

n do

cum

enta

tion

ofpa

rtic

ipat

ion

and

acco

mpl

ishm

ents

of

orga

niza

tion

and

com

mun

itylia

ison

s.

oT

he m

anag

er a

pplie

s th

e re

adin

g pr

oces

s an

d st

rate

gies

to d

irec

tions

or

task

s/pr

oced

ures

whe

n ut

ilizi

ng c

omm

unic

atio

n to

ols

such

as

tele

phon

e, e

-mai

l, an

d FA

X to

res

pond

to m

essa

ges.

The

man

ager

use

s co

mpo

sing

and

edi

ting

skill

s in

pro

vidi

ng a

ccur

ate

and

appr

opri

ate

deta

ils o

n co

mpa

ny g

oals

, pro

cedu

res,

pro

gram

s,su

cces

ses,

and

pro

blem

s re

latin

g to

the

empl

oyee

com

mun

icat

ion

syst

em.

oT

he m

anag

er s

peak

s co

mpe

tent

ly to

pro

vide

acc

urat

e an

d pe

rtin

ent

info

rmat

ion

rega

rdin

g th

e em

ploy

ee c

omm

unic

atio

n sy

stem

.

The

man

ager

com

pose

s an

d ed

its c

orre

spon

denc

e an

d re

port

s, w

hich

com

mun

icat

e a

clea

r, a

ccur

ate

mes

sage

in a

n ea

sily

rea

d st

yle.

oT

he m

anag

er u

nder

stan

ds th

e im

port

ance

of

audi

ence

, voc

abul

ary,

purp

ose,

and

arr

ange

men

t of

info

rmat

ion

whe

n in

terp

retin

g an

dex

plai

ning

tabl

es, g

raph

s, a

nd c

hart

s.

oT

he m

anag

er u

ses

com

posi

tion

and

editi

ngsk

ills

tow

rite

corr

espo

nden

ce e

stab

lishi

ng a

n ap

poin

tmen

t in

anot

her

city

with

acl

ient

whe

n m

aint

aini

ng a

n ac

cura

te a

ppoi

ntm

ent c

alen

dar.

oT

he m

anag

er u

ses

a va

riet

y of

info

rmat

ion

sour

ces

to d

evel

op a

deta

iled,

eas

ily-u

nder

stoo

d m

anag

emen

t rep

ortin

g sy

stem

doc

umen

tth

at is

fre

e fr

om s

pelli

ng, g

ram

mar

, and

pun

ctua

tion

erro

rs.

28

oT

he m

anag

er c

ompo

ses

and

edits

doc

umen

tatio

n of

com

plia

nce

with

busi

ness

law

s, r

egul

atio

ns, a

nd le

gal p

roce

dure

s.

oT

he m

anag

er u

ses

com

posi

tion

and

editi

ng s

kills

whe

n de

sign

ing

proc

edur

es f

or r

epor

ting

inci

dent

s, w

hich

inte

rfer

e w

ith th

em

aint

enan

ce o

f a

secu

re, s

afe,

and

hea

lthy

envi

ronm

ent.

Mat

hem

atic

s

oT

he m

anag

er u

ses

a ca

lcul

ator

to a

dd, s

ubtr

act,

mul

tiply

, and

div

ide

and

to c

alcu

late

per

cent

ages

and

rat

ios

to e

stim

ate

star

t-up

cos

ts w

hen

deve

lopi

ng a

pre

limin

ary

busi

ness

pla

n.

oT

he m

anag

er u

ses

a ca

lcul

ator

to a

dd, s

ubtr

act,

mul

tiply

, and

div

ide

and

to c

alcu

late

per

cent

ages

and

rat

ios

to p

roje

ct c

osts

nee

ded

to d

evel

opfu

ture

str

ateg

ic p

lans

for

an

ongo

ing

busi

ness

.

oT

he m

anag

er u

nder

stan

ds a

nd a

pplie

s ad

vanc

ed c

once

pts

of d

ata

anal

ysis

and

dis

trib

utio

n to

det

erm

ine

star

t-up

cos

ts f

or a

new

bus

ines

sor

to p

roje

ct c

osts

for

an

ongo

ing

busi

ness

.

oT

he m

anag

er u

ses

a ca

lcul

ator

to a

dd, s

ubtr

act,

mul

tiply

, and

div

ide

and

to c

alcu

late

per

cent

ages

and

rat

ios

to d

eter

min

e sa

lari

es a

nd to

des

ign

bene

fit p

acka

ges

whe

n fo

rmul

atin

g pe

rson

nel p

olic

ies

and

proc

edur

es.

oT

he m

anag

er m

easu

res

and

com

pute

s tim

e to

sch

edul

e w

ork

assi

gnm

ents

of

empl

oyee

s.

oT

he m

anag

er d

istin

guis

hes

betw

een

a pr

opor

tion

and

cong

ruen

ce a

ndm

easu

res

leng

th, v

olum

e, a

nd w

eigh

t in

orga

nizi

ng th

e ph

ysic

al la

yout

of f

acili

ties

and

equi

pmen

t.

oT

he m

anag

er c

alcu

late

s an

d ev

alua

tes

unit

mea

sure

pri

ce, p

erce

ntag

ein

crea

se o

r de

crea

se in

mar

kup

or d

isco

unts

, cos

t jus

tific

atio

n, a

ndbu

dget

ary

requ

irem

ents

to s

elec

t and

pur

chas

e eq

uipm

ent.

2911

The

man

ager

add

s, s

ubtr

acts

, mul

tiple

s, a

nd d

ivid

es to

mai

ntai

nac

cura

te r

ecor

ds o

f cu

rren

t inv

ento

ry.

oT

he m

anag

er a

ccur

atel

y ap

plie

s ad

vanc

ed c

once

pts

of d

ata

anal

ysis

and

dist

ribu

tion

to e

stab

lish

and

mon

itor

prod

uctiv

ity s

tand

ards

.

The

man

ager

acc

urat

ely

appl

ies

adva

nced

con

cept

s of

dat

a an

alys

is a

nddi

stri

butio

n in

dev

elop

ing

a qu

ality

con

trol

sys

tem

.

oT

he m

anag

er in

terp

rets

cha

rts,

tabl

es, a

nd g

raph

s to

ana

lyze

and

eval

uate

com

petit

ion

to d

evel

op s

ales

/mar

ketin

g st

rate

gies

.

The

man

ager

inte

rpre

ts d

ata

to e

stim

ate

and

char

t/gra

ph e

xpec

ted

outc

omes

of

mon

th-t

o-m

onth

sal

es f

or a

yea

r.

oT

he m

anag

er c

ompu

tes

addi

tion,

sub

trac

tion,

mul

tiplic

atio

n, a

nddi

visi

on o

f m

ixed

num

bers

, dec

imal

s, a

nd f

ract

ions

to d

eter

min

e th

eco

st o

f a

plan

to p

rom

ote

prod

ucts

or

serv

ices

.

oT

he m

anag

er e

valu

ates

sta

tistic

s, in

terp

rets

cha

rts,

tabl

es, a

nd g

raph

s,an

d fa

ctor

s in

the

prof

it m

argi

ns r

equi

red

by th

e co

mpa

ny to

com

pute

an a

ccur

ate

pric

e fo

r pr

oduc

ts o

r se

rvic

es.

oT

he m

anag

er u

ses

a ca

lcul

ator

to c

onve

rt d

ecim

als,

fra

ctio

ns, r

atio

s,an

d pe

rcen

tage

s to

pre

pare

an

accu

rate

com

pany

bud

get.

The

man

ager

pro

duce

s ac

cura

te a

nd e

asily

-und

erst

ood

grap

hs to

acco

mpa

ny a

nd e

xpla

in a

com

pany

bud

get.

The

man

ager

cal

cula

tes,

inte

rpre

ts, a

nd e

valu

ates

dat

a pr

ovid

ed in

ord

erto

est

imat

e ex

pect

ed o

utco

mes

in p

repa

ring

fin

anci

al f

orec

asts

.

oT

he m

anag

er a

naly

ses

and

inte

rpre

ts c

urre

nt f

inan

cial

dat

a an

des

timat

es e

xpec

ted

outc

omes

in m

anag

ing

the

cash

flo

w o

f th

ebu

sine

ss.

oT

he m

anag

er d

istin

guis

hes

betw

een

an e

qual

and

not

equ

al s

ituat

ion

toac

cura

tely

mon

itor

the

acco

untin

g sy

stem

.

30

eT

he m

anag

er e

ffec

tivel

y us

es a

var

iety

of

stra

tegi

es w

ithin

the

prob

lem

-so

lvin

g pr

oces

s to

des

ign

and

esta

blis

h ac

coun

ting

proc

edur

es.

eT

he m

anag

er a

ccur

atel

y in

terp

rets

, ana

lyze

s, a

nd e

valu

ates

dat

a fo

und

in c

hart

s, ta

bles

, and

gra

phs

to p

repa

re a

n ex

plan

atio

n of

a c

hart

, tab

le,

or g

raph

for

a c

o-w

orke

r.

oT

he m

anag

er m

easu

res

time

to m

aint

ain

an a

ccur

ate

appo

intm

ent

cale

ndar

.

OT

he m

anag

er c

ompu

tes

addi

tion,

sub

trac

tion,

mul

tiplic

atio

n, a

nddi

visi

on a

nd c

alcu

late

s pe

rcen

tage

s an

d ra

tios

to e

valu

ate

fund

sav

aila

ble

whe

n se

lect

ing

and

man

agin

g co

mpu

ter

oper

atio

ns.

®T

he m

anag

er c

onve

rts

deci

mal

s, f

ract

ions

, rat

ios,

and

per

cent

ages

tode

term

ine

insu

ranc

e co

vera

ge th

at th

e co

mpa

ny s

houl

d ob

tain

.

Sci

ence

®T

he m

anag

er u

tiliz

es th

e co

mpu

ter

in th

e pe

rfor

man

ce o

f of

fice

task

sth

at in

clud

e da

ta a

naly

sis,

acc

ount

ing

and

fina

ncia

l fun

ctio

ns a

ndpr

ojec

tions

, wor

d pr

oces

sing

, des

ktop

pub

lishi

ng, a

nd d

ata

proc

essi

ng.

oT

he m

anag

er u

tiliz

es o

ffic

e eq

uipm

ent t

o re

ceiv

e an

d se

nd o

r co

pyin

form

atio

n re

quir

ed in

the

perf

orm

ance

of

man

ager

ial d

utie

s.

31

12

Wor

kpla

ce =

havn

ors

Wor

ko

Mai

ntai

n st

ate-

of-t

he-a

rt s

kills

thro

ugh

part

icip

atio

n in

inse

rvic

e or

othe

r tr

aini

ngE

thic

s

oIm

plem

ent r

espo

nsib

ility

of

job

posi

tion

incl

udin

g ex

hibi

ting

depe

ndab

ility

and

mee

ting

orga

niza

tiona

lly d

efin

ed e

xpec

tatio

ns

oPa

rtic

ipat

e in

con

tinui

ng e

duca

tion

o o o o o o o

Adh

ere

to c

ompa

ny r

ules

, reg

ulat

ions

, and

pol

icie

s as

est

ablis

hed

Und

erst

and

and

prac

tice

cost

eff

ectiv

enes

s

Prac

tice

time

man

agem

ent a

nd f

ollo

w w

ork

sche

dule

Ass

ume

resp

onsi

bilit

y fo

r ow

n de

cisi

ons

and

actio

ns

Exh

ibit

prid

e in

job

Dis

play

initi

ativ

e in

und

erta

king

new

task

s

Show

ass

ertiv

enes

s ap

prop

riat

e to

the

situ

atio

n

Inte

rper

sona

l Rel

atio

nshi

ps

oR

espe

ct in

divi

dual

div

ersi

ty

oR

espo

nd to

pra

ise

or c

ritic

ism

oPr

ovid

e co

nstr

uctiv

e cr

itici

sm o

r pr

aise

oC

hann

el a

nd c

ontr

ol e

mot

iona

l rea

ctio

ns

oR

esol

ve c

onfl

icts

oD

ispl

ay a

pos

itive

atti

tude

o o o o

Seek

wor

k ch

alle

nges

Und

erst

and

and

appl

y et

hica

l pri

ncip

les

to d

ecis

ion

mak

ing

Exh

ibit

abili

ty to

han

dle

stre

ss

Und

erst

and

the

impo

rtan

ce o

f pr

ovid

ing

good

cus

tom

er s

ervi

ce

Tea

mw

ork

oU

nder

stan

d in

tera

ctiv

e re

latio

nshi

ps r

equi

red

for

effe

ctiv

e te

amw

ork

oU

nder

stan

d te

am's

ope

ratin

g pr

oced

ures

oA

dapt

as

nece

ssar

y to

com

plet

e th

e te

am ta

sk

(int

erna

l and

ext

erna

l)o

Eva

luat

e ou

tcom

es

0Pa

rtic

ipat

e in

mee

tings

in a

pos

itive

and

con

stru

ctiv

e m

anne

r

3213

33

SoO

vhig

Pro

blem

s an

d C

ritic

al T

hink

ing

oE

mpl

oy a

ppro

pria

te s

kills

for

gat

heri

ng a

nd r

etai

ning

info

rmat

ion

oIn

terp

ret w

ritte

n, g

raph

ic, a

nd o

ral i

nstr

uctio

ns

oId

entif

y pr

oble

ms

oC

lari

fy in

divi

dual

and

com

pany

pur

pose

s an

d go

als

oId

entif

y av

aila

ble

solu

tions

and

thei

r im

pact

incl

udin

g ev

alua

ting

cred

ibili

ty o

f in

form

atio

n an

d lo

catin

g in

form

atio

n

oE

valu

ate

optio

ns

OSe

t pri

oriti

es

OSe

lect

/impl

emen

t opt

ions

/dec

isio

ns in

clud

ing

pred

ictin

g re

sults

of

prop

osed

act

ion

OO

rgan

ize

pers

onal

wor

kloa

ds

oPa

rtic

ipat

e in

bra

inst

orm

ing

sess

ions

to g

ener

ate

new

idea

s an

d so

lve

prob

lem

s

3414

C'1

Cor

e sk

ills

repr

esen

t the

bas

ic k

now

ledg

e an

d te

chni

cal s

kills

nee

ded

by m

anag

emen

t per

sonn

el to

per

form

acc

ordi

ng to

bus

ines

s st

anda

rds.

Thi

spr

ojec

t cla

ssif

ied

Cor

e Sk

ills

into

Plan

ning

for

the

Bus

ines

s

oD

evel

op p

relim

inar

y bu

sine

ss p

lan

for

a ne

w b

usin

ess

oD

evel

op a

n an

nual

str

ateg

ic p

lan

for

an o

ngoi

ng b

usin

ess

oD

evel

op c

ompa

ny g

oals

, pol

icie

s, a

nd p

roce

dure

s

oD

eter

min

e st

art u

p co

sts

Man

agin

g Pe

rson

nel

Tec

hSk

EiH

s: C

ore

oE

valu

ate

empl

oyee

per

form

ance

oM

aint

ain

empl

oyee

rec

ords

Mai

ntai

ning

Fac

ilitie

s, E

quip

men

t, an

d Su

pplie

s

oO

rgan

ize

phys

ical

layo

ut o

f fa

cilit

ies

and

equi

pmen

t

oPu

rcha

se a

nd m

aint

ain

equi

pmen

t

oIn

vent

ory

equi

pmen

t, su

pplie

s, a

nd m

ater

ials

o o o o o

Dev

elop

a s

taff

ing

plan

Dev

elop

per

sonn

el p

olic

ies

and

proc

edur

es

Impl

emen

t an

empl

oyee

rec

ruitm

ent s

yste

m

Prov

ide

trai

ning

for

em

ploy

ees

Sche

dule

em

ploy

ee w

ork

assi

gnm

ents

Man

agin

g O

pera

tions

and

Pro

duct

ion

oE

stab

lish

and

mon

itor

prod

uctiv

ity s

tand

ards

oD

evel

op o

pera

ting

proc

edur

es

oM

anag

e in

vent

ory

of f

inis

hed

good

s

oD

evel

op a

qua

lity

cont

rol s

yste

m

3515

36

Perf

orm

ing

Mar

ketin

g Fu

nctio

ns

oM

onito

r cu

stom

er s

ervi

ce

oD

evel

op s

ales

/mar

ketin

g st

rate

gies

oPl

an s

trat

egy

for

the

prom

otio

n of

pro

duct

s an

d se

rvic

es

oE

stab

lish

pric

ing

stru

ctur

e fo

r pr

oduc

ts o

r se

rvic

es

Perf

orm

ing

dmin

istr

ativ

e Fu

nctio

ns

oM

aint

ain

appo

intm

ent c

alen

dar

oSe

lect

and

man

age

com

pute

r op

erat

ions

oD

evel

op m

anag

emen

t rep

ortin

g sy

stem

Util

izin

g Pr

ofes

sion

al S

ervi

ces

Perf

orm

ing

Fina

ncia

l Fun

ctio

nso

Obt

ain

insu

ranc

e co

vera

ge

oPr

epar

e a

budg

et f

or th

e co

mpa

nyo

Com

ply

with

bus

ines

s la

ws,

reg

ulat

ions

, and

lega

l pro

cedu

res

oPr

epar

e fi

nanc

ial f

orec

asts

oM

anag

e co

ntra

cts

and

othe

r le

gal d

ocum

ents

oM

anag

e th

e ca

sh f

low

of

the

busi

ness

oE

stab

lish

and

mai

ntai

n a

secu

re, s

afe,

and

hea

lthy

envi

ronm

ent

oM

onito

r ac

coun

ting

syst

em

oM

aint

ain

reco

rds

for

acco

untin

g an

d ta

x se

rvic

es

Com

mun

icat

ing

in M

anag

emen

t Occ

upat

ions

oPl

an, d

irec

t, an

d pa

rtic

ipat

e in

mee

tings

and

con

fere

nces

oPr

epar

e an

d de

liver

ora

l pre

sent

atio

ns, b

oth

form

ally

and

info

rmal

ly

oD

evel

op li

aiso

ns w

ith o

rgan

izat

ions

and

com

mun

ity

oU

tiliz

e co

mm

unic

atio

n to

ols

such

as

tele

phon

e, e

-mai

l, an

d fa

x

oPr

ovid

e em

ploy

ee c

omm

unic

atio

ns s

yste

m

oC

ompo

se c

orre

spon

denc

e an

d re

port

s

oIn

terp

ret t

able

s, g

raph

s, a

nd c

hart

s

3837

16

II

Skill

Sta

rds

Tec

hanA

SId

lls: C

ows

F'L

AN

G4

FO

RB

US

INE

SK

ILL

ST

AN

DA

RD

SD

evel

op p

relim

inar

y bu

sine

ss p

lan

for

a ne

w b

usin

ess

Giv

en a

n id

ea f

or a

new

bus

ines

s, d

evel

op a

com

preh

ensi

ve b

usin

ess

plan

that

mee

ts th

e fo

llow

ing

crite

ria:

1.re

flec

ts w

hat t

he o

wne

r/m

anag

er p

lans

to a

ccom

plis

h w

ithin

the

next

five

to s

even

yea

rs.

2. e

xpla

ins

the

bene

fits

of

the

com

pany

's p

rodu

cts

and/

or s

ervi

ces

in b

oth

quan

titat

ive

and

qual

itativ

e te

rms.

3. in

clud

es e

stim

ated

sta

rt u

p co

sts

and

sour

ces

of in

com

e.4.

add

ress

es c

ompl

ianc

e w

ith a

ll lo

cal,

stat

e, a

nd f

eder

al la

ws

and

regu

latio

ns.

5.in

clud

es a

labo

r m

arke

t sur

vey

whi

ch d

eter

min

es th

e w

ork

forc

eav

aila

ble

and

its tr

aini

ng n

eeds

.6.

pre

sent

s ev

iden

ce o

f th

e m

arke

tabi

lity

of th

e pr

oduc

t and

/or

serv

ice.

7.is

wel

l-or

gani

zed,

eas

ily r

ead,

and

eas

ily e

xpla

ined

.D

evel

op a

n an

nual

str

ateg

ic p

lan

for

an o

ngoi

ng b

usin

ess

Giv

en a

situ

atio

n w

here

you

are

con

side

ring

exp

andi

ng y

our

busi

ness

by

addi

ng a

new

pro

duct

line

or

by o

peni

ng a

sec

ond

loca

tion,

dev

elop

a s

trat

egic

plan

for

this

exp

ansi

on. T

he p

lan

mus

t inc

lude

the

follo

win

g:1.

evi

denc

e th

at d

ata

abou

t the

exi

stin

g bu

sine

ss, i

ts c

ompe

titor

s,go

vern

men

t reg

ulat

ions

, and

the

econ

omy

have

bee

n re

view

ed a

ndco

nsid

ered

in d

evel

opin

g th

e pl

an.

2. g

oals

and

obj

ectiv

es w

ith p

erce

ived

out

com

es a

nd ta

rget

dat

es f

or th

ere

vise

d bu

sine

ss.

3. c

osts

and

req

uire

d re

sour

ces.

4. c

ost c

ompa

riso

n of

exp

ansi

on v

ersu

s op

enin

g a

seco

nd lo

catio

n.5.

iden

tific

atio

n of

sou

rces

of

fund

ing,

con

side

ring

for

ecas

ts o

f re

venu

efr

om e

xpan

sion

.

3917

40

tISIN

.Eas

SK

ILL

ST

AN

DA

RD

SD

evel

op c

ompa

ny g

oals

, pol

icie

s, a

nd p

roce

dure

sG

iven

the

com

pany

's p

hilo

soph

y an

d bu

sine

ss p

lan,

dev

elop

com

pany

goa

ls,

polic

ies

and

proc

edur

es. A

sta

tem

ent o

f pu

rpos

e m

ust c

lear

ly a

nd c

onci

sely

delin

eate

sho

rt-,

inte

rmed

iate

-, a

nd lo

ng-t

erm

bus

ines

s go

als.

The

se g

oals

mus

tbe

list

ed a

nd p

rior

itize

d fr

om th

e m

ost t

o th

e le

ast d

esir

able

/pro

fita

ble.

Pol

icie

san

d pr

oced

ures

mus

t be

cons

iste

nt w

ith th

e co

mpa

ny's

sta

tem

ent o

f pu

rpos

ean

d go

als.

The

wri

tten

polic

ies

and

proc

edur

es m

ust b

e di

stri

bute

d to

all

empl

oyee

s, a

nd th

ose

that

rel

ate

to c

usto

mer

s sh

ould

be

disp

laye

d an

d/or

prov

ided

in w

ritin

g.

Det

erm

ine

star

t up

cost

sG

iven

the

obje

ctiv

es o

f th

e co

mpa

ny a

nd in

form

atio

n ab

out t

he p

rodu

ct o

rse

rvic

e to

be

prov

ided

, det

erm

ine

the

star

t-up

cos

ts f

or a

new

bus

ines

s. S

tart

-up

cos

t sho

uld

incl

ude

maj

or f

ixed

and

var

iabl

e ex

pens

es. I

t sho

uld

also

iden

tify

the

sour

ces

of r

even

ue, a

long

with

a b

reak

out o

f fi

nanc

es n

eede

d bo

thin

itial

ly a

nd m

onth

ly f

or f

ive

year

s of

ope

ratio

n. A

ll ca

lcul

atio

ns m

ust b

e 10

0pe

rcen

t acc

urat

e, w

ith e

stim

ates

rev

iew

ed a

nd a

ppro

ved

by f

inan

cial

adv

isor

san

d al

l ves

ted

owne

rs.

4118

42

II

i-MA

NA

GIR

...

SK

ILL

ST

AN

DA

RD

SD

evel

op a

sta

ffin

g pl

anG

iven

fin

anci

al in

form

atio

n, la

bor

need

s, d

iver

sity

issu

es, a

ny s

peci

fic

limita

tions

, and

lega

l req

uire

men

ts, d

evel

op a

pla

n fo

r ac

com

plis

hing

the

wor

kof

the

orga

niza

tion.

Thi

s pl

an m

ust i

nclu

de a

n or

gani

zatio

n ch

art t

hat d

epic

tsm

anag

eria

l, ad

min

istr

ativ

e an

d op

erat

iona

l res

pons

ibili

ties,

as

wel

l as

the

supe

rvis

ory

and

adm

inis

trat

ive

stru

ctur

e. F

unct

ions

and

ope

ratio

ns th

at a

rene

eded

to p

rovi

de th

e se

rvic

e or

to m

anuf

actu

re th

e pr

oduc

t of

the

busi

ness

mus

t be

iden

tifie

d, o

rgan

ized

, and

cha

rted

in a

seq

uenc

e w

hich

will

acc

ompl

ish

the

task

s in

the

leas

t tim

e w

ith th

e fe

wes

t res

ourc

es a

nd w

ithin

the

fina

ncia

llim

itatio

ns a

nd le

gal r

equi

rem

ents

. Eac

h po

sitio

n on

the

char

t mus

t hav

e a

wri

tten

job

desc

ript

ion

that

iden

tifie

s th

e w

ork

resp

onsi

bilit

ies,

per

form

ance

stan

dard

s, a

nd s

alar

y ra

nge

for

empl

oyee

s. I

n ad

ditio

n, o

ther

sig

nifi

cant

adm

inis

trat

ive

or o

pera

tiona

l req

uire

men

ts m

ust b

e de

linea

ted.

Dev

elop

per

sonn

el p

olic

ies

and

proc

edur

esPe

rson

nel p

olic

ies

mus

t add

ress

em

ploy

men

t con

ditio

ns, p

roce

dure

s, w

ork

rule

s, b

enef

its, d

ue p

roce

ss, s

alar

y sc

hedu

les,

pro

mot

ions

, ter

min

atio

ns, a

nd a

llot

her

area

s of

em

ploy

ee r

egul

atio

ns a

nd e

xpec

tatio

ns th

at a

re a

pplic

able

to th

ebu

sine

ss a

nd it

s em

ploy

ees.

Sal

ary

and

bene

fit p

olic

ies

mus

t ref

lect

the

exis

ting

labo

r m

arke

t and

mus

t be

with

in th

e re

sour

ce c

apab

ilitie

s of

the

busi

ness

. Pol

icie

s m

ust i

nclu

de a

ll cu

rren

t sta

te a

nd f

eder

al r

egul

atio

ns th

atpe

rtai

n to

the

busi

ness

ope

ratio

n an

d m

ust b

e de

fens

ible

in a

cou

rt o

f la

w, w

ithap

prop

riat

e do

cum

enta

tion.

Pol

icie

s m

ust b

e re

view

ed a

nd k

ept c

urre

nt.

Polic

ies

and

all c

hang

es to

them

, mus

t be

com

mun

icat

ed to

em

ploy

ees

thro

ugh

a w

ritte

n do

cum

ent,

such

as

a po

licy

and

proc

edur

e m

anua

l.Im

plem

ent a

n em

ploy

ee r

ecru

itmen

t sys

tem

The

rec

ruitm

ent p

rogr

am m

ust i

dent

ify

sour

ces

of p

oten

tial e

mpl

oyee

s,st

rate

gies

for

pub

liciz

ing

job

open

ings

, and

pro

cedu

res

for

cond

uctin

g th

eem

ploy

men

t pro

cess

. The

se p

roce

dure

s sh

ould

incl

ude

job

inte

rvie

w, h

avin

gan

app

licat

ion

form

com

plet

ed, c

ondu

ctin

g a

back

grou

nd c

heck

, sel

ectin

g th

epe

rson

nel,

com

mun

icat

ing

the

empl

oym

ent d

ecis

ion

to th

e ap

plic

ant,

and

com

plet

ing

the

empl

oym

ent c

ontr

act.

The

rec

ruitm

ent p

rogr

am m

ust i

nclu

dego

als

for

reac

hing

a d

iver

sifi

ed w

orkf

orce

. The

sys

tem

sho

uld

resu

lt in

off

ers

of e

mpl

oym

ent b

eing

ext

ende

d to

can

dida

tes

who

bes

t qua

lify,

are

ava

ilabl

e to

assu

me

the

job,

and

are

agr

eeab

le to

em

ploy

men

t ter

ms.

Pro

cess

and

proc

edur

es u

tiliz

ed f

or f

illin

g jo

b op

enin

gs m

ust m

eet e

mpl

oym

ent l

aws

and

guid

elin

es.

4319

44

.,

war

-,''

SK

ILL

ST

AN

DA

RD

SPr

ovid

e tr

aini

ng f

or e

mpl

oyee

sD

evel

op a

n em

ploy

ee tr

aini

ng p

rogr

am th

at a

ddre

sses

new

em

ploy

ees

and

prov

ides

for

con

tinue

d ed

ucat

ion

and

trai

ning

of

all e

mpl

oyee

s. T

he n

ewem

ploy

ee o

rien

tatio

n pr

ogra

m m

ust i

nclu

de th

e pu

rpos

e an

d ov

eral

l goa

ls o

fth

e co

mpa

ny, t

he s

cope

of

its b

usin

ess,

and

det

ails

of

its o

rgan

izat

ion

and

oper

atio

ns. N

ew e

mpl

oyee

s m

ust b

e in

form

ed o

f jo

b re

spon

sibi

litie

s, p

erso

nnel

polic

ies,

and

any

tech

nica

l or

safe

ty r

equi

rem

ents

. Ong

oing

em

ploy

ee tr

aini

ngpr

ogra

ms

mus

t ide

ntif

y em

ploy

ee tr

aini

ng n

eeds

, ide

ntif

y th

e m

ost e

ffic

ient

met

hod

of tr

aini

ng to

mee

t the

se n

eeds

, and

ran

k th

e tr

aini

ng n

eeds

of

the

empl

oyee

s in

an

orde

r w

hich

is m

ost b

enef

icia

l to

the

com

pany

.Sc

hedu

le e

mpl

oyee

wor

k as

sign

men

tsW

ork

resp

onsi

bilit

ies

will

be

sche

dule

d an

d as

sign

ed to

em

ploy

ees

to e

nsur

eth

at jo

bs w

ill b

e co

mpl

eted

by

the

resp

ectiv

e du

e da

te, i

n ac

cord

ance

with

use

rre

ques

ts, a

nd w

ithou

t unn

eces

sary

inte

rrup

tion.

Wor

kloa

d di

stri

butio

n m

ust b

ede

sign

ed to

util

ize

the

com

pete

ncie

s an

d ca

pabi

litie

s of

the

staf

f an

d to

mee

tco

mpa

ny p

rior

ity c

rite

ria.

Wor

k sc

hedu

les

and

prio

ritie

s w

ill b

e re

view

edda

ily o

r as

oth

erw

ise

requ

ired

, with

adj

ustm

ents

in a

ssig

nmen

ts m

ade

asde

emed

nec

essa

ry.

Eva

luat

e em

ploy

ee p

erfo

rman

ceG

iven

est

ablis

hed

empl

oyee

per

form

ance

sta

ndar

ds th

at id

entif

y th

e in

adeq

uate

as w

ell a

s su

peri

or p

erfo

rman

ce q

uota

s fo

r w

hich

the

empl

oyee

is r

espo

nsib

le,

empl

oyee

rec

ords

, and

a g

riev

ance

sys

tem

that

is f

air,

und

erst

anda

ble,

and

inco

mpl

ianc

e w

ith le

gal s

tand

ards

, eva

luat

e an

em

ploy

ee's

per

form

ance

usi

ng:

1. p

erfo

rman

ce e

valu

atio

ns c

ondu

cted

at p

re-d

eter

min

ed in

terv

als,

docu

men

ted,

and

dis

cuss

ed w

ith th

e em

ploy

ee.

2. r

ecom

men

datio

ns n

oted

, doc

umen

ted,

and

agr

eed

to b

y pa

rtic

ipat

ing

part

ies.

3. c

ouns

elin

g, d

isci

plin

ary

actio

n, a

nd d

ism

issa

l of

empl

oyee

s ha

ndle

dac

cord

ing

to c

ompa

ny p

roce

dure

s an

d in

com

plia

nce

with

sta

te a

ndfe

dera

l leg

isla

tion.

Mai

ntai

n em

ploy

ee r

ecor

dsE

mpl

oyee

rec

ords

mus

t be

100

perc

ent c

orre

ct, l

egib

le, a

nd s

ecur

ed in

lock

edfi

les,

with

doc

umen

tatio

n of

all

actio

ns a

nd e

vent

s re

late

d to

the

empl

oyee

'spe

rfor

man

ce a

ttach

ed to

the

reco

rds.

4520

U

46

.....

. ,R

ITM

O'

FAU

LE

ITIE

S E

QU

EIP

ME

GkI

T M

O S

UPP

LIE

SS

KIL

LS

TA

ND

AR

DS

Org

aniz

e ph

ysic

al la

yout

of

faci

litie

s an

d eq

uipm

ent

Giv

en a

n eq

uipm

ent l

ist a

nd in

form

atio

n re

gard

ing

faci

litie

s, ty

pes

of s

tora

ge,

safe

ty r

egul

atio

ns, a

mou

nt o

f st

ock

requ

ired

to b

e on

han

d at

a p

artic

ular

tim

e,an

d th

e w

ork

flow

, org

aniz

e a

plan

for

the

phys

ical

layo

ut o

f fa

cilit

ies

and

equi

pmen

t. T

he p

hysi

cal l

ayou

t of

the

busi

ness

mus

t be

orga

nize

d so

that

itac

com

mod

ates

and

fac

ilita

tes

an e

ffic

ient

pro

duct

ion

proc

ess.

Suf

fici

ent s

pace

shou

ld b

e pr

ovid

ed to

fac

ilita

te a

flo

w o

f w

ork

with

spa

ce f

or r

aw m

ater

ials

,su

pplie

s, f

inis

hed

prod

uct,

pack

agin

g, a

nd s

hipp

ing.

Lay

out s

houl

d fu

lly u

tiliz

eex

istin

g sp

ace,

com

ply

with

saf

ety

cons

ider

atio

ns, a

nd h

ave

an a

ttrac

tive

appe

aran

ce.

Purc

hase

and

mai

ntai

n eq

uipm

ent

Giv

en th

e pu

rpos

e an

d ne

ed f

or e

quip

men

t, th

e bu

dget

, and

the

faci

lity,

deve

lop

a pl

an to

pur

chas

e an

d m

aint

ain

equi

pmen

t. Se

lect

ed e

quip

men

tsh

ould

max

imiz

e sp

ace,

mat

eria

ls, a

nd p

erso

nnel

, and

sho

uld

perf

orm

its

oper

atio

ns a

t pre

-det

erm

ined

sta

ndar

ds o

f qu

ality

. The

equ

ipm

ent's

pur

chas

epr

ice

or le

ase

cost

s, o

pera

ting

cost

s, d

epre

ciat

ion

sche

dule

s, a

nd m

aint

enan

ceco

sts

mus

t ref

lect

act

ual a

nd a

ntic

ipat

ed r

esou

rces

. Arr

ange

men

ts f

oreq

uipm

ent m

aint

enan

ce m

ust b

e ha

ndle

d as

nee

ded

to a

ssur

e op

timum

wor

king

cond

ition

s an

d to

com

ply

with

man

ufac

ture

rs' s

peci

fica

tions

. Tra

inin

g ne

eded

to u

se n

ew o

r up

grad

ed e

quip

men

t is

to b

e id

entif

ied

and

plan

ned.

Inve

ntor

y eq

uipm

ent,

supp

lies,

and

mat

eria

lsM

aint

ain

reco

rds

that

ref

lect

the

curr

ent i

nven

tory

of

all e

quip

men

t, fu

rnitu

re,

raw

mat

eria

ls/s

tock

, and

sup

plie

s re

quir

ed to

sup

port

pro

duct

ion.

The

sere

cord

s m

ust b

e co

mpl

ete,

acc

urat

e, a

nd s

tore

d in

a s

ecur

e, a

ssig

ned

loca

tion.

Dam

aged

item

s m

ust b

e do

cum

ente

d an

d re

turn

ed to

the

vend

or o

r ot

her

desi

gnat

ed lo

catio

n. U

se a

nd r

eple

nish

men

t mus

t fol

low

pro

cedu

res

(suc

h as

firs

t in,

fir

st o

ut)

to a

ssur

e th

ere

is n

o do

wnt

ime

in p

rodu

ctio

n or

laps

e in

serv

ice.

4721

48

MA

W'

-4,

WO

0 U

C T

OO

NS

KIL

LS

TA

ND

AR

DS

Est

ablis

h an

d m

onito

r pr

oduc

tivity

sta

ndar

dsG

iven

com

pany

goa

ls a

nd o

bjec

tives

, per

sonn

el in

form

atio

n, e

quip

men

tpr

oduc

tion

data

, and

des

crip

tion

of f

acili

ties,

est

ablis

h an

d m

onito

r pr

oduc

tivity

stan

dard

s. Q

ualit

y an

d qu

antit

y st

anda

rds

mus

t be

esta

blis

hed,

mon

itore

d, a

ndre

vise

d to

mee

t com

pany

goa

ls a

nd o

bjec

tives

. The

sta

ndar

ds m

ust d

eter

min

eth

e ac

tual

pro

duct

ivity

of

both

equ

ipm

ent a

nd e

mpl

oyee

s an

d m

ust b

e ca

pabl

eof

iden

tifyi

ng b

oth

inad

equa

te a

nd s

uper

ior

prod

uctio

n qu

otas

.D

evel

op o

pera

ting

proc

edur

esG

iven

info

rmat

ion

abou

t equ

ipm

ent,

faci

litie

s an

d pe

rson

nel,

com

pany

goa

lsan

d pr

oced

ures

, wor

k fl

ow, a

nd b

udge

t, de

velo

p op

erat

ing

proc

edur

es. E

very

func

tion

and

oper

atio

n ne

eded

to a

ccom

plis

h th

e en

terp

rise

's s

ervi

ces

or to

man

ufac

ture

its

prod

ucts

mus

t be

iden

tifie

d, o

rgan

ized

, pla

nned

, and

mon

itore

din

a s

eque

nce

whi

ch a

ccom

plis

hes

the

task

s in

the

leas

t tim

e an

d ut

ilize

s th

efe

wes

t res

ourc

es. W

ork

mus

t be

sche

dule

d w

ithin

bud

get g

uide

lines

to m

eet

requ

ired

com

plet

ion

date

s.M

anag

e in

vent

ory

of f

inis

hed

good

sG

iven

com

pany

goa

ls a

nd o

bjec

tives

, des

crip

tion

of f

acili

ties,

sal

es r

epor

tsan

d/or

oth

er s

uppl

y an

d de

man

d da

ta, a

nd b

udge

t, m

anag

e th

e in

vent

ory

offi

nish

ed g

oods

. The

inve

ntor

y m

ust b

e ad

equa

te, a

vaila

ble

whe

n ne

eded

,st

ored

in a

n or

derl

y fa

shio

n, s

ecur

ed a

gain

st th

eft a

nd m

isus

e, a

nd p

rope

rly

acco

unte

d fo

r ba

sed

on c

ompa

ny p

roce

dure

s.D

evel

op a

qua

lity

cont

rol s

yste

mG

iven

ope

ratin

g pr

oced

ures

, flo

w o

f w

ork,

bud

get,

equi

pmen

t and

fac

ilitie

sin

form

atio

n, p

rodu

ctio

n qu

otas

, and

pro

duct

des

crip

tion,

dev

elop

a q

ualit

yco

ntro

l sys

tem

for

bot

h in

and

out

of

the

plan

t. T

he q

ualit

y co

ntro

l sys

tem

mus

t inc

lude

pro

cedu

res

for

test

ing

or e

valu

atin

g pr

oduc

t or

serv

ice

at s

tate

din

terv

als,

incl

udin

g w

arra

nty

proc

edur

es. I

t sho

uld

incl

ude

a de

scri

ptio

n of

any

iden

tifie

d pr

oble

ms

with

pro

duct

/ser

vice

, cau

ses

of p

robl

ems,

doc

umen

tatio

nfo

r co

ntin

uous

rev

iew

, and

a c

ours

e of

act

ion

for

corr

ectio

n.

4922

50

PE

FO

RM

INS

MA

RK

ET

ON

S F

UN

CT

ION

SS

KIL

LS

TA

ND

AR

DS

Mon

itor

cust

omer

ser

vice

Giv

en th

e cu

stom

er r

elat

ions

pol

icy

and

proc

edur

es a

nd a

ny r

epor

ts o

fcu

stom

er c

ompl

aint

s, e

valu

ate

and

mon

itor

cust

omer

ser

vice

situ

atio

ns to

assu

re th

at p

olic

ies

and

proc

edur

es a

re b

eing

fol

low

ed, r

eque

sts

and

com

plai

nts

are

bein

g ad

dres

sed

acco

rdin

g to

com

pany

pol

icy,

des

ired

com

pany

imag

e is

bein

g m

aint

aine

d, a

nd c

usto

mer

fee

dbac

k is

bei

ng d

ocum

ente

d.D

evel

op s

ales

/mar

ketin

g st

rate

gies

Dev

elop

a s

ales

and

mar

ketin

g st

rate

gy th

at in

clud

es th

e fo

llow

ing:

1.w

ritte

n ph

iloso

phy

that

ref

lect

s m

arke

ting

belie

fs, r

isk-

taki

ng a

ttitu

des,

and

mar

ketin

g ob

ject

ives

.2.

res

earc

h da

ta o

n m

arke

t siz

e an

d cu

rren

t and

fut

ure

tren

ds.

3. a

naly

sis

of c

ompe

titio

n.4.

sale

s fo

reca

st w

ith a

rea

listic

dol

lar

estim

ate

of m

onth

-by-

mon

th s

ales

for

the

next

yea

r.Pl

an s

trat

egy

for

the

prom

otio

n of

pro

duct

s an

d se

rvic

esA

pla

n fo

r th

e pr

omot

ion

of p

rodu

cts

and

serv

ices

mus

t be

deve

lope

d ut

ilizi

nga

vari

ety

of m

edia

and

str

ateg

ies.

The

pla

n sh

ould

incl

ude

adve

rtis

ing

activ

ities

and

cost

s; p

rom

otio

nal m

ater

ial s

uch

as b

roch

ures

, bus

ines

s ca

rds,

lette

rhea

d,an

d di

spla

ys; m

arke

t tes

ts a

s ap

prop

riat

e; a

nd a

des

crip

tion

of th

e ta

rget

audi

ence

. It s

houl

d gi

ve m

onth

-by-

mon

th d

etai

ls o

f ac

tiviti

es a

nd p

rovi

de f

orre

view

at e

stab

lishe

d in

terv

als

to d

eter

min

e ef

fect

iven

ess

base

d on

any

incr

ease

or d

ecre

ase

in s

ales

or

serv

ices

.E

stab

lish

pric

ing

stru

ctur

e fo

r pr

oduc

ts o

r se

rvic

esG

iven

cos

t dat

a on

pro

duct

s or

ser

vice

s, a

naly

sis

of c

ompe

titio

n, a

ndde

mog

raph

ic a

naly

sis

of c

usto

mer

s, e

stab

lish

a pr

ice

that

ref

lect

s th

e pr

ofit

mar

gins

req

uire

d by

the

com

pany

. Pri

ce s

truc

turi

ng s

houl

d re

flec

t com

petit

ors'

pric

ing

stra

tegi

es a

nd w

hat t

he c

usto

mer

is w

illin

g to

pay

; it s

houl

d ad

equa

tely

cove

r co

sts

and

mee

t req

uire

d or

des

ired

pro

fit m

argi

ns. P

rodu

ctio

n an

d sa

les

repo

rts

shou

ld b

e m

onito

red

to d

ocum

ent p

oten

tial s

ituat

ions

whi

ch m

ayin

dica

te a

nee

d fo

r re

view

of

pric

ing

stru

ctur

e.

23

PER

FOR

MS

F N

AN

CY

AL

RE

CO

RD

SS

KIL

LS

TA

ND

AR

DS

Prep

are

a bu

dget

for

the

com

pany

Giv

en a

ll pr

ojec

ted

cost

s an

d es

timat

ed r

even

ue, p

repa

re a

bud

get t

hat m

eets

the

follo

win

g cr

iteri

a:1.

refl

ects

the

curr

ent c

osts

for

per

sonn

el a

nd p

rovi

des

for

futu

re s

alar

yin

crea

ses

and

for

addi

tiona

l per

sonn

el a

s ne

eded

.2.

iden

tifie

s co

sts

for

the

supp

lies,

mat

eria

ls a

nd e

quip

men

t nec

essa

ry to

prov

ide

serv

ices

or

prod

ucts

as

wel

l as

proj

ecte

d co

sts

for

repl

acem

ent

of e

quip

men

t or

expa

nsio

n of

bus

ines

s ac

tiviti

es.

3.id

entif

ies

and

prov

ides

wri

tten

just

ific

atio

n fo

r ch

ange

s fr

om p

revi

ous

budg

ets.

4.is

cal

cula

ted

accu

rate

ly.

5.is

pre

sent

ed in

a lo

gica

l and

und

erst

anda

ble

form

at w

hich

incl

udes

the

use

of a

ppro

pria

te c

hart

s, ta

bles

, and

gra

phs.

6. p

rovi

des

for

cash

flo

w a

nd p

rofi

t mar

gin.

Prep

are

fina

ncia

l for

ecas

tsG

iven

var

ious

fin

anci

al r

epor

ts, s

tate

men

ts, a

nd tr

ansa

ctio

ns, p

repa

re f

inan

cial

fore

cast

s th

at id

entif

y an

d ex

plai

n ab

norm

al g

ains

or

loss

es. A

wri

tten

repo

rtw

ill b

e pr

ovid

ed th

at1.

sho

ws

evid

ence

that

fin

anci

al s

tate

men

ts a

nd tr

ansa

ctio

ns h

ave

been

anal

yzed

and

inte

rpre

ted.

2.is

in a

n ea

sy to

rea

d fo

rmat

.3.

iden

tifie

s pr

oble

ms

or a

reas

of

conc

ern.

4. m

akes

rec

omm

enda

tions

for

cha

nges

in p

rodu

ctio

n or

ser

vice

to c

orre

ctan

y lo

sses

.5.

expl

ains

rea

sons

for

abn

orm

al g

ains

or

loss

es.

Man

age

the

cash

flo

w o

f th

e bu

sine

ssG

iven

fin

anci

al s

tate

men

ts, b

udge

ts, f

inan

cial

for

ecas

ts, a

nd o

ther

dat

aaf

fect

ing

the

cash

flo

w o

f th

e bu

sine

ss o

r de

part

men

t for

whi

ch y

ou a

rere

spon

sibl

e, id

entif

y cu

rren

t as

wel

l as

proj

ecte

d ca

sh f

low

. The

ana

lysi

s m

ust

indi

cate

the

fina

ncia

l hea

lth o

f th

e en

terp

rise

and

its

abili

ty to

con

tinue

and

prog

ress

as

a vi

able

ope

ratio

n. T

he a

naly

sis

shou

ld p

rovi

de r

elia

ble

info

rmat

ion

for

mak

ing

futu

re in

vest

men

t dec

isio

ns a

nd/o

r ac

quis

ition

s. T

heac

coun

ts p

ayab

le o

r de

bt r

atio

mus

t ind

icat

e an

y po

tent

ial c

once

rns

for

futu

reca

sh f

low

and

ret

urn

on in

vest

men

t or

prof

it m

argi

n.M

onito

r ac

coun

ting

syst

emG

iven

per

iodi

c fi

nanc

ial r

epor

ts a

nd a

ssis

tanc

e fr

om f

inan

cial

adv

isor

s,m

onito

r th

e ac

coun

ting

syst

em. T

he a

ccou

ntin

g sy

stem

mus

t be

oper

ated

1.to

acc

urat

ely

bala

nce

asse

ts, l

iabi

litie

s, d

ebits

, and

cre

dits

.2.

to p

rovi

de th

e bu

sine

ss w

ith f

inan

cial

rep

orts

that

acc

urat

ely

refl

ect i

tsca

sh f

low

and

pro

fita

bilit

y.3.

to p

rovi

de in

form

atio

n fo

r an

alyz

ing

the

com

pany

's p

rogr

ess

tow

ard

mee

ting

its g

oals

and

for

for

ecas

ting

the

futu

re o

f th

e co

mpa

ny.

4. to

ass

ure

that

all

reco

rds

and

fina

ncia

l sta

tem

ents

and

/or

docu

men

ts a

re10

0 pe

rcen

t acc

urat

e an

d in

bal

ance

with

ban

k an

d ta

x re

cord

s.

5324

pCR

E G

BM

I1

I NA

.O

RD

SS

KIL

LS

TA

ND

AR

DS

Mai

ntai

n re

cord

s fo

r ac

coun

ting

and

tax

serv

ices

Giv

en f

inan

cial

rec

ords

, acc

ount

ing

and

tax

repo

rts,

and

info

rmat

ion

rega

rdin

gth

e ac

coun

ting

syst

em, m

aint

ain

reco

rds

and

esta

blis

h ac

coun

ting

proc

edur

es to

be u

tiliz

ed b

y al

l em

ploy

ees.

The

acc

ount

ing

syst

em m

ay b

e im

plem

ente

dw

ithin

the

busi

ness

or

cont

ract

ed to

an

acco

untin

g fi

rm. T

he s

yste

m m

ust

prov

ide

for

the

mai

nten

ance

of

the

reco

rds

of a

ll tr

ansa

ctio

ns a

nd p

rovi

de a

com

plet

e au

dit t

rail

base

d on

sta

ndar

d ac

coun

ting

and

tax

proc

edur

es. T

hefo

rmat

and

pro

cedu

res

for

mai

ntai

ning

rec

ords

mus

t be

acce

ptab

le to

ban

king

and

fina

ncia

l adv

iser

s an

d m

ust b

e co

nsis

tent

with

the

goal

s of

the

busi

ness

. It

mus

t be

easi

ly a

cces

sibl

e an

d pr

ovid

e th

e en

terp

rise

with

the

info

rmat

ion

requ

ired

to m

ake

deci

sion

s on

a ti

mel

y ba

sis.

525

56

CO

_.._

CA

IN A

NA

SE

MN

OC

CU

PA

TIO

NS

SK

ILL

ST

AN

DA

RD

SPl

an, d

irec

t, an

d pa

rtic

ipat

e in

mee

tings

and

con

fere

nces

Giv

en a

ppro

pria

te in

form

atio

n fo

r a

prop

osed

mee

ting

incl

udin

g tim

e, p

lace

,pa

rtic

ipan

ts to

be

invo

lved

, age

nda

item

s, r

efer

ence

mat

eria

l, an

d ha

ndou

ts,

plan

and

dir

ect a

mee

ting

at th

e sp

ecif

ied

time

and

plac

e w

ith 8

0 pe

rcen

tin

volv

emen

t by

part

icip

ants

. Mat

eria

ls a

nd a

gend

a ite

ms

will

be

disc

usse

d an

dan

y qu

estio

ns a

re to

be

answ

ered

.Pr

epar

e an

d de

liver

ora

l pre

sent

atio

ns, b

oth

form

ally

and

info

rmal

lyO

ral p

rese

ntat

ions

will

be

prep

ared

and

pre

sent

ed to

mee

t the

fol

low

ing

crite

ria:

1.co

nten

t is

accu

rate

and

org

aniz

ed in

a lo

gica

l seq

uenc

e.2.

pur

pose

is d

eter

min

ed f

or a

ppro

pria

tene

ss o

f au

dien

ce.

3.ce

ntra

l ide

a or

them

e is

cle

arly

com

mun

icat

ed.

4. a

ppro

pria

te d

ictio

n, v

oice

qua

lity,

and

del

iver

y st

yle

are

used

.5.

app

ropr

iate

vis

uals

and

han

dout

mat

eria

ls a

s de

emed

nec

essa

ry a

reut

ilize

d.6.

bes

t med

ia (

i.e.,

tele

conf

eren

ce, c

ompu

ter,

live

aud

ienc

e) f

orco

mm

unic

atio

n ar

e se

lect

ed.

7. q

uest

ions

/ans

wer

s or

fee

dbac

k fr

om a

udie

nce

is in

vite

d.D

evel

op li

aiso

ns w

ith o

rgan

izat

ions

and

com

mun

ityG

iven

com

pany

pol

icie

s an

d pr

oced

ures

and

var

ious

type

s of

pub

lic r

elat

ions

stra

tegi

es, d

evel

op li

aiso

ns a

nd p

rovi

de f

or p

ublic

rel

atio

ns a

ctiv

ities

that

prom

ote

wor

king

rel

atio

nshi

ps b

etw

een

the

com

pany

and

the

com

mun

ity.

The

se a

ctiv

ities

mus

t ass

ist i

n m

eetin

g th

e co

mpa

ny's

org

aniz

atio

nal g

oals

.W

ritte

n ev

iden

ce a

nd m

edia

pub

licat

ions

will

be

prov

ided

to d

ocum

ent

part

icip

atio

n an

d ac

com

plis

hmen

ts.

Util

ize

com

mun

icat

ion

tool

s su

ch a

s te

leph

one,

e-m

ail,

fax

Giv

en a

mes

sage

or

mes

sage

s to

be

answ

ered

, cho

ose

the

mos

t app

ropr

iate

met

hod

for

repl

ying

. The

com

mun

icat

ion

shou

ld a

dher

e to

com

pany

pol

icy,

use

corr

ect t

echn

ique

s fo

r th

e se

lect

ed c

omm

unic

atio

n to

ol, a

nd p

rovi

deap

prop

riat

e in

form

atio

n or

req

uest

ed a

ssis

tanc

e in

the

mos

t exp

edie

nt m

anne

rth

at m

eets

the

requ

este

r's ti

mel

ine.

Prov

ide

empl

oyee

com

mun

icat

ions

sys

tem

The

em

ploy

ee c

omm

unic

atio

n sy

stem

mus

t pro

vide

for

tim

ely

com

mun

icat

ion

of e

mpl

oyee

nee

ds, r

ecog

nitio

n, a

nd s

ugge

stio

ns. I

n ad

ditio

n, th

eco

mm

unic

atio

n sy

stem

mus

t pro

vide

bot

h or

al a

nd w

ritte

n in

form

atio

nco

ncer

ning

the

com

pany

's g

oals

, pro

cedu

res,

pro

gram

s, s

ucce

sses

, and

prob

lem

s. D

ocum

enta

tion

that

the

proc

edur

es a

re b

eing

impl

emen

ted

cons

iste

ntly

mus

t be

mai

ntai

ned.

5726

58

U I. U U

CO

RM

UN

ICA

TH

O IN

AN

AS

EM

EN

T O

CC

UP

AT

OO

NS

SK

ILL

ST

AN

DA

RD

SC

ompo

se c

orre

spon

denc

e an

d re

port

sG

iven

info

rmat

ion

for

repl

ying

to o

r in

itiat

ing

corr

espo

nden

ce o

r fo

rco

mpo

sing

a r

epor

t, cr

eate

mat

eria

l tha

t1.

com

mun

icat

es th

e in

tend

ed m

essa

ge.

2.is

in a

con

cise

sty

le.

3.is

100

per

cent

acc

urat

e.4.

con

form

s to

sta

ndar

d ru

les

of g

ram

mar

, spe

lling

, and

pun

ctua

tion.

5.is

in a

for

m th

at c

an b

e ea

sily

rea

d.In

terp

ret t

able

s, g

raph

s, a

nd c

hart

sG

iven

info

rmat

ion

thro

ugh

a ta

ble,

gra

ph, o

r ch

art,

revi

ew th

e m

ater

ial a

ndex

plai

n it

in d

etai

l to

a co

-wor

ker.

Exp

lana

tion

will

incl

ude

1. p

urpo

se o

f ta

ble,

gra

ph, o

r ch

art.

2. h

ow, w

here

, and

whe

n da

ta w

as o

btai

ned.

3. th

e m

etho

d us

ed in

pre

sent

ing

data

.4.

spec

ific

info

rmat

ion

cont

aine

d in

tabl

e, g

raph

, or

char

t.5.

pot

entia

l use

of

the

data

5 9

276

0

PE

RF

OR

MIN

G A

DM

INO

ST

RA

TIV

E F

UN

CT

ION

SS

KIL

LS

TA

ND

AR

DS

Mai

ntai

n ap

poin

tmen

t cal

enda

rG

iven

cor

resp

onde

nce

from

a c

lient

, com

pose

a r

eply

that

est

ablis

hes

anap

poin

tmen

t in

anot

her

city

. The

app

oint

men

t mus

t be

reco

rded

on

the

cale

ndar

and

mus

t not

con

flic

t with

any

oth

er a

ppoi

ntm

ents

. Tra

vel

arra

ngem

ents

mus

t be

com

plet

ed to

ass

ure

that

app

oint

men

t can

be

met

.C

onfi

rmat

ion,

tick

ets,

and

itin

erar

ies

mus

t be

avai

labl

e at

leas

t one

day

pri

or to

depa

rtur

e.

Sele

ct a

nd m

anag

e co

mpu

ter

oper

atio

nsG

iven

the

need

and

pur

pose

for

com

pute

r op

erat

ions

, wor

k fl

ow, a

nd b

udge

t,se

lect

com

pute

rs a

nd m

anag

e co

mpu

ter

oper

atio

ns. C

ompu

ter

hard

war

e an

dso

ftw

are

that

is s

elec

ted

mus

t mee

t the

com

pany

's r

equi

rem

ents

and

nee

ds, a

ndits

cos

ts m

ust b

e w

ithin

the

budg

et. I

t mus

t be

mai

ntai

ned

so th

at it

fun

ctio

nsin

a s

afe,

sec

ure

envi

ronm

ent;

and

appr

opri

ate

licen

sure

and

info

rmat

ion

rega

rdin

g da

tes

of p

urch

ase

mus

t be

reta

ined

. Res

pons

ibili

ty f

or th

e ov

eral

lpu

rcha

se, m

aint

enan

ce, a

nd m

anag

emen

t of

netw

ork

syst

ems,

com

pute

rha

rdw

are,

and

sof

twar

e m

ust b

e as

sign

ed to

trai

ned

pers

onne

l.D

evel

op m

anag

emen

t rep

ortin

g sy

stem

Giv

en c

ompa

ny g

oals

, obj

ectiv

es a

nd p

roce

dure

s, w

ork

flow

, and

per

sonn

elde

scri

ptio

ns, d

evel

op a

man

agem

ent r

epor

ting

syst

em. T

he m

anag

emen

tre

port

ing

syst

em m

ust p

rovi

de p

erio

dic

repo

rts

on a

ll as

pect

s of

the

ente

rpri

sean

d m

ust i

nclu

de a

ccom

plis

hmen

ts, p

robl

ems,

sug

gest

ions

, and

fut

ure

activ

ities

and

goal

s. T

he r

epor

ts m

ust b

e in

wri

ting,

dat

ed, a

nd m

ust i

dent

ify

the

resp

onsi

ble

pers

on o

r th

eir

posi

tion.

6162

28

MIL

DE

WS

P'R

OFI

ESS

OO

NA

L S

EM

ICE

SS

KIL

LS

TA

ND

AR

DS

Obt

ain

insu

ranc

e co

vera

geG

iven

info

rmat

ion

abou

t fac

ilitie

s, e

quip

men

t, pr

oduc

t or

serv

ice,

and

pers

onne

l, ob

tain

var

ious

type

s of

insu

ranc

e co

vera

ge n

eede

d by

the

busi

ness

.In

sura

nce

cove

rage

mus

t pro

vide

suf

fici

ent p

rote

ctio

n ag

ains

t rea

sona

ble

liabi

lity

clai

ms

and

mee

t the

req

uire

men

ts o

f em

ploy

ee b

enef

it pa

ckag

es.

Com

ply

with

bus

ines

s la

ws,

reg

ulat

ions

, and

lega

l pro

cedu

res

Bas

ed o

n co

mpa

ny p

olic

ies,

pro

cedu

res,

and

the

orga

niza

tiona

l str

uctu

re,

com

ply

with

all

lega

l req

uire

men

ts f

or th

e co

mpa

ny. D

ocum

enta

tion

of r

evie

wan

d in

terp

reta

tion

that

sup

port

s co

mpl

ianc

e w

ith b

usin

ess

law

s, r

egul

atio

ns,

licen

sing

req

uire

men

ts, t

ax r

equi

rem

ents

, and

oth

er le

gal a

ctio

n th

at is

req

uire

dto

mee

t fed

eral

, sta

te, a

nd lo

cal g

over

nmen

t mus

t be

imm

edia

tely

ava

ilabl

e in

wri

ting

upon

req

uest

.M

anag

e co

ntra

cts

and

othe

r le

gal d

ocum

ents

Giv

en a

con

trac

t or

othe

r le

gal d

ocum

ent,

rout

e fo

r le

gal r

evie

w, f

ulfi

llmen

t of

cont

ract

, or

othe

r ne

cess

ary

follo

w-u

p. R

outin

g m

ust f

ollo

w c

ompa

nypr

oced

ures

to th

e ap

prop

riat

e pe

rson

s. F

ollo

w-u

p no

tes

as to

pro

cess

and

chan

ges

in d

ocum

ent i

mpl

emen

tatio

n m

ust b

e ap

prov

ed, f

iled,

and

atta

ched

with

doc

umen

t.E

stab

lish

and

mai

ntai

n a

secu

re, s

afe,

and

hea

lthy

envi

ronm

ent

A s

ecur

e, s

afe,

and

hea

lthy

wor

k pl

ace

mus

t be

prov

ided

for

all

empl

oyee

s an

dcu

stom

ers.

Pro

cedu

res

for

repo

rtin

g ac

cide

nts,

for

dea

ling

with

em

erge

ncie

s,fo

r ha

ndlin

g th

efts

, and

for

com

plyi

ng w

ith o

ccup

atio

nal h

ealth

and

saf

ety

prac

tices

and

reg

ulat

ions

mus

t be

in w

ritin

g an

d m

ust b

e di

stri

bute

d to

all

empl

oyee

s. S

tep-

by-s

tep

proc

edur

es m

ust b

e re

adily

ava

ilabl

e fo

r qu

ick

reac

tion

by a

ll em

ploy

ees.

Any

nec

essa

ry r

epor

ts m

ust b

e co

mpl

eted

, with

out

erro

r an

d pr

ovid

ed to

the

appr

opri

ate

pers

onne

l for

rev

iew

and

act

ion.

663

64

29

65

App

endi

x A

Surv

eyes

ults

S E

DU

TY

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K

Per

form

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kks

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TY

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anA

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Sele

ct p

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ervi

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naly

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22

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6238

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lect

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stim

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7822

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usin

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activ

ities

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22

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x st

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1981

A-2

Dev

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A-2

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7030

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22

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4753

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Dev

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9010

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7822

DU

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EL

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B-1

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pla

n fo

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bor

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s82

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k fl

ow86

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67A

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atio

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6634

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18

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6

B-2

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upd

ate

proc

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es m

anua

l62

38

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hand

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4357

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Fill

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m55

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7822

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aint

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946

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Sche

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mpl

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42

B-6

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Est

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6238

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8614

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3169

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4753

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6634

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D-1

.3E

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qual

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6238

D-1

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5545

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2377

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4753

D-2

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purc

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s27

73

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Dev

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ures

D-3

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7426

D-3

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7426

71A

-372

DU

TY

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3169

D-3

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69

DU

TY

E: P

ER

FOR

M M

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UN

CT

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naly

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met

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3169

E-1

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stab

lish

sale

s/m

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goal

s43

57

E-1

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tiliz

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g te

chni

ques

that

mee

t cus

tom

er n

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4357

E-1

.4E

stab

lish

pric

ing

met

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/pol

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s43

57

E-1

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naly

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min

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3961

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Dev

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cus

tom

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-2.1

Dev

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cust

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req

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d/or

com

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6238

E-2

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stab

lish

sale

s po

licie

s, s

uch

as c

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yaw

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, etc

.23

77

E-2

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stom

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-2.4

Eva

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7426

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Plan

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3169

E-3

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69E

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Eva

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65

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77

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2773

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or p

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1981

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dem

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77D

UT

Y F

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FIN

AN

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6238

F-1.

2A

naly

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5842

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ual b

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34

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5545

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7A

naly

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57

F-1.

8Id

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1.9

App

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5842

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42F-

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Prep

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ass

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88

73A

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2773

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1981

F-2.

2C

ontr

act f

or a

ccou

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g an

d ta

x se

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81

F-2.

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stab

lish

acco

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2377

F-3

Ope

rate

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Rec

ord

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4357

F-3.

2M

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84

F-3.

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tate

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84

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tax

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892

F-3.

5Pr

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nk d

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84

F-3.

6R

econ

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ban

k st

atem

ents

2377

F-3.

7M

aint

ain

reco

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of c

ash

rece

ived

and

dis

burs

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81

F-3.

8A

naly

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put t

rans

actio

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tiliz

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mat

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ccou

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ftw

are

496

DU

TY

G: C

OM

MU

NIC

AT

E I

N B

USI

NE

SSG

-1C

omm

unic

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cus

tom

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G-1

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an, d

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mee

tings

and

con

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973

G-1

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tiliz

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com

mun

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fax

8614

G-1

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ive

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pre

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orm

ally

and

info

rmal

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14

G-1

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omm

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00

G-1

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gai

n in

form

atio

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26

G-1

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Com

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8218

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atio

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3

G-1

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6

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Dev

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omm

unity

G-2

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epre

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bus

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com

mun

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rgan

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act

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18

G-2

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isse

min

ate

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5842

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5545

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Prov

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9010

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8614

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8614

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18

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sH

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Est

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6238

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5545

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8614

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6238

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973

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6634

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6238

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2773

DU

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Com

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Det

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4753

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s43

57I-

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Adh

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221-

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3169

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6238

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4357

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946

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301-

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Est

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Est

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3961

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curi

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611-

3.6

Com

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egul

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6D

UT

Y J

: USI

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MA

TH

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AT

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AG

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42J-

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3961

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73J-

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Prep

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7030

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5545

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5842

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100

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Mai

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9010

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Part

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Prob

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100

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6931

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XX

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XX

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X

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sX

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XX

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XX

XX

A-2

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XX

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XX

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X

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XX

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XX

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XX

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XX

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XX

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XX

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XX

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XX

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XX

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XX

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XX

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Sche

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B-5

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XX

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Sche

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XX

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XB

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XX

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XX

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XB

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Prep

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XX

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XB

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valu

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B-6

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XX

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XX

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XX

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XX

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XX

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XX

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XX

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X

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XX

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XX

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XX

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XX

XX

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XX

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XX

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XX

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XX

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XX

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XC

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XX

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X

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XX

XX

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XX

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XD

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XX

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XX

XD

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ship

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prod

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XX

X

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94

DU

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XX

XX

XE

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XX

XX

XE

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XX

XE

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XX

XX

XE

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Ana

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for

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mar

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sX

XX

XX

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Dev

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cust

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req

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com

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XX

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E-2

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stab

lish

sale

s po

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s, s

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ret

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, etc

.X

XE

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ser

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XX

XX

E-2

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valu

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mon

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sat

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XX

XX

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Plan

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serv

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E-3

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XX

XX

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XX

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XX

XE

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Cre

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prod

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XX

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XX

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ts f

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XX

XE

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Prep

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s de

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stra

tions

XX

DU

TY

F: P

ER

FOR

M F

INA

NC

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FU

NC

TIO

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F-1

Man

age

fina

ncia

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uing

bas

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XX

XX

F-1.

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naly

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tem

ents

XX

XX

XF-

1.3

Ope

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XX

XX

XF-

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age

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XX

XX

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XX

XX

XF-

1.6

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XX

XX

F-1.

7A

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XX

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8Id

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XX

XX

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9A

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XX

XX

F-1.

10Pr

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e an

ann

ual b

udge

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XX

XX

F-1.

11Pr

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date

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nt a

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rec

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XX

95B

-496

DU

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XX

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XX

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XX

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XX

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XX

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LI

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