High School CTE Oregon Standards

Adhere to workplace practices

Explain and follow workplace standards, rules, and regulations

Show up on time and prepared to work

Demonstrate the ability to take direction, be proactive, and work independently

Exhibit personal responsibility and accountability

Apply professional and ethical standards of the industry to personal conduct

Maintain integrity and promote personal and professional integrity in co-workers

Take responsibility and carry out work assignments

Practice cultural competence

Demonstrate awareness of issues related to diversity, equity, and inclusion

Work effectively with colleagues of differing abilities, cultures, and backgrounds

Describe issues relating to workplace harassment

Model behaviors that are respectful and sensitive of others

Demonstrate teamwork and conflict resolution

Demonstrate the ability to collaborate and contribute to the work of a diverse team

Explain when it is appropriate to lead and when to follow another’s lead

Demonstrate strategies for resolving issues with coworkers

Communicate clearly and effectively

Listen attentively, and speak and write clearly to convey information correctly

Interpret information and instructions presented in verbal and written form

Demonstrate effective communication with colleagues, supervisors, customers, and suppliers

Demonstrate the ability to communicate verbally, in writing, and using electronic communication tools

Employ critical thinking to solve problems

Recognize problems in the workplace and diagnose their root causes

Develop well-reasoned plans to solve identified challenges

Apply and follow through on plans to ensure that problems are resolved

Demonstrate creativity and innovative thinking

Develop ideas to solve problems in new and different ways

Investigate one’s own and others’ ideas to find those with greatest applicability

Develop and deploy plans to implement new ideas in the workplace

Demonstrate fluency in workplace technologies

Demonstrate knowledge and application of general technology skills, including hardware and software commonly used in the industry

Use online communication, networking tools and social networks to access, manage, evaluate, and create information to successfully function in a knowledge economy

Describe and demonstrate a fundamental understanding of the ethical, legal, and security issues surrounding access to and use of information technologies

Plan, organize, and manage work

Identify an intended project outcome including available inputs, materials, labor, timeline for producing work, and job-site obligations

Effectively plan, monitor, and complete projects on time and within budget using available resources and materials

Demonstrate ability to write coherent reports and project summaries to communicate the progress of project work and its adherence to schedule

Make informed career decisions

Identify job and entrepreneurial opportunities in the industry and the required education and credentials to obtain employment

Set short- and long-term career goals based on personal interests and aptitudes

Maintain a project portfolio

Develop a professional resume

Explain and demonstrate how to cultivate and maintain a professional presence in an online environment, including the appropriate use of social media and networking platforms

Use basic methods of data collection and analysis to provide information for projects.

Access research methods available to formulate project planning and problem solving.

Provide appropriate precedents for development of a project.

Understand the role of clients in the design process.

Understand customer requirements.

Interpret and evaluate requirements.

Define scope of work to meet customer requirements.

Prepare functional specifications to meet customer requirements.

Prepare visual design specifications to meet customer requirements.

Create a customer presentation.

Understand, plan for, and implement traditional project phases.

Understand and implement the programming components of design.

Understand and implement the planning components of design.

Understand and implement the product design components.

Understand and implement the presentation components of the design process.

Appreciate and apply design requirements/elements for the diversity of needs, values, and social patterns in project design.

Understand how design is impacted by needs, values, social patterns, and preferences.

Understand the basic principles of the environmental impact of a design project.

Evaluate and align sustainable design elements to add value to the project.

Apply design requirements to accommodate people with varying physical disabilities.

Understand principles of fabrication/manufacturing and use of materials, components, and assemblies, and incorporate them into project design.

Understand the characteristics and properties of materials and components used in design.

Understand the fabrication/manufacturing processes.

Understand the standards and regulations used in fabrication or manufacturing of products being designed.

Understand the restrictions that fabrication or manufacturing impose on the design.

Incorporate principles, standards and restrictions of fabrication and manufacturing and use of materials, components and assemblies into the project design.

Understand the elements of design including space, line, balance, color, shape, texture, form, unity and value.

Analyze and use the elements and principles of design.

Understand the principles of design including harmony, contrast, repetition, variety, emphasis, proportion, functionality, proximity, and color theory.

Understand color symbolism, perception and psychology.

Understand the concepts of visual perception.

Use appropriate material or combinations of material and components to satisfy the requirements of the customer.

Use the elements and principles of design to create designs using various materials and techniques.

Understand and use appropriate software for the purposes of design.

Know available design software and its intended purpose.

Select appropriate software.

Understand three-dimensional art forms.

Understand the basic elements of three-dimensional art forms.

Design three-dimensional art forms.

Demonstrate the use of photography equipment.

Understand and use software that supports photography.

Understand and demonstrate the use of photographic processes.

Understand and use the elements and principles of photography.

Understand the history and evolution of photography.

Demonstrate knowledge of photographers who have made an impact on the shaping of images that influenced history and culture.

Demonstrate knowledge of photography and its role in art movements.

Demonstrate knowledge of approaches and trends in photography.

Demonstrate knowledge of the changing technology in photography.

Understand the theory of light and optical principles.

Understand the characteristics of light.

Understand color temperature and color relationships.

Demonstrate the ability to apply knowledge of light in basic photography.

Understand the principle of lenses.

Understand characteristics of lenses.

Demonstrate the ability to apply knowledge of lenses in basic photography.

Use of the elements of art (e.g., color, line, form, shape, space, texture, value) in photography.

Understand and employ principles of design and composition.

Demonstrate knowledge of light sensitive material and photographic filters.

Understand chemical mixing rules.

Understand and demonstrate the use of printing processes.

Prepare photographic solutions.

Employ chemical safety and use Material Safety Data Sheets (MSDS)

Demonstrate knowledge of image processing and control.

Demonstrate knowledge of black and white printing.

Demonstrate knowledge of color printing.

Demonstrate use of photographic finishing and mounting.

Demonstrate basic photographic techniques including center of interest, subject placement, perspective, and balance.

Understand and apply basic principles of shutter speed, aperture, metering, optics lighting and digital capture.

Understand various options available to images including digital compression, color management, and output options.

Use techniques and compositions to bring life to inanimate objects.

Understand the process of creating memorable images.

Understand the fundamentals of professional software applications from a photographer's point of view.

Use image presentation software to manage images and create promotional pieces.

Produce a variety of digital images using computer software.

Demonstrate the use of still cameras and controls.

Demonstrate the use of motion media equipment.

Demonstrate the use of various lenses.

Demonstrate the use of lighting equipment and devices.

Demonstrate the use of darkroom equipment.

Describe how human resources may be designed, organized, and managed to enhance employee productivity and satisfaction

Describe programs for improving employee satisfaction, including gathering and analyzing data and applying knowledge gained

Describe ways to manage staff growth and professional development at an organizational level

Describe strategies for assessing staff training needs and determining appropriate training methods

Explain the role and function of a Human Resources department

Describe the components of hiring interview and model a simulated interview

Explain how information for business decision making can be accessed, evaluated, and disseminated

Demonstrate the ability to perform scheduling functions to facilitate on-time, prompt completion of work activities

Demonstrate how to schedule work meetings and make travel arrangements

Demonstrate the ability to efficiently create, store, organize, and manage business documentation (work files, customer orders/forms, shipping information, etc.)

Prepare official business documentation for both internal and external clients (e.g., documents, reports, RFPs, relevant financial information

Demonstrate advanced level skills in appropriate software applications (i.e., word-processing, presentation applications, database, spreadsheets) utilized within the business

Demonstrate the ability to use correct grammar, spelling, punctuation, and other English mechanics to produce reports, and other written products

Describe how to plan, monitor and manage day-to-day business activities

Demonstrate how to operate essential office equipment and provide support to colleagues (e.g., troubleshooting, engaging technical support)

Demonstrate basic project management skills used to start, run, and complete projects including coordinating schedules and activities and planning meetings

Demonstrate basic accounting skills (recording transactions, preparing deposits, and analyzing bank statements)

Develop and implement process and procedure for purchasing business supplies, equipment, and services, including managing and maintaining vendor relationships

Develop and implement procedures to maintain office equipment and supplies

Demonstrate understanding of technology risk-management

Explain and abide by organizational technology use, safety, and security policies (acceptable use policy, web page policies, etc.)

Explain and abide by laws pertaining to computer crime, fraud, and abuse

Demonstrate ability to follow policies and procedures to prevent and recover from data integrity loss

Demonstrate knowledge of and adherence laws and regulations affecting business operations and transactions

Demonstrate understanding of business contracts to establish business relationships, including the issuance, suspension, and termination of contracts

Explain how laws and regulations are used to establish effective business practices

Demonstrate knowledge of laws and regulations used to establish effective, customized, and business-appropriate practices and guidelines

Demonstrate understanding of financial resources to plan for, monitor, manage, and maintain a business’ financial well-being

Describe and use cost accounting methods to guide business decisions pertaining to quality and to calculate costs

Explain the reasons to integrate risk management into business operations

Explain the purpose of internal accounting control procedures

Use, integrate, and maintain internal accounting control procedures for a business

Demonstrate ability to access, evaluate and disseminate information for business decision making

Explain issues involved in designing systems for different environments

Demonstrate the ability to use database software to create databases that facilitate business decision-making

Create a database to meet business requirements

Demonstrate data entry techniques to accurately and efficiently enter, edit, and extract information from databases

Demonstrate the use of a computer’s operating system to execute basic work responsibilities (e.g., moving and sharing files, creating directories)

Demonstrate the ability to plan, monitor and manage day-to-day business activities to sustain continued business functioning

Demonstrate the use of project management processes to plan, implement, and maintain a business project

Describe strategies for managing project teams and business projects to minimize errors and produce products on time and within budget

Develop requirements and solutions to improve business processes, performance, or people

Describer quality-control processes to minimize errors and to improve processes

Develop plans to promote continuous-improvement and quality achievement

Demonstrate the ability to plan, organize and manage an organization/department to achieve business goals

Describe strategies for coordinating information management and business management to aid in business planning

Explain the strategic role of information systems/information communication technology within an organization

Establish the needed maintenance system and appropriate scheduling for office equipment/technology and peripherals

Develop inventory and maintenance procedures for supplies

Describe how leadership, workplace culture, and cross-organizational teams contribute to achieving business goals

Define “culture & values” in an organization and the importance of leadership in creating and fostering a company culture

Identify the factors that influence an organization’s structure and the differences between flat and hierarchical organizational structures

Summarize the importance of cross-organizational teams in achieving business goals

Identify desired group and team behavior

Describe the role of management in demonstrating leadership, motivating employees, resolving conflict, and addressing stress

Explain the commonalities and differences across leadership styles and describe their pros and cons

Demonstrate an understanding of and adherence to safe working practices

Describe the importance of a safety culture in the business world

Demonstrate awareness of and take steps to address common hazards in office and retail spaces

Describe the common injuries of workers in office and retail spaces and the safety equipment used to mitigate them

Demonstrate knowledge of general business management practices

Articulate standard functions to run any business (e.g., accounting, finance, marketing, human resources) and the roles that support these

Explain the principles of an organizational chart, and the functions and skills assigned to varying roles within that structure

Describe the roles and responsibilities of team members typically engaged in managing business functions and workers

Explain key marketing terminology and concepts (e.g., target market, marketing mix/4Ps [product, place, price, promotion], market segmentation)

Explain how market research impacts the success of a business

Describe how to use budgets to guide financial decision-making

Demonstrate knowledge of general economic and business concepts

Describe commonalities and differences among the basic forms of business ownership (public/private) and the sub-groups under these forms (sole proprietor, franchise, limited liability, C or S corp., NYSE/NASDAQ/OTC)

Explain the benefits and drawbacks of applying different forms of business ownership and structure to various types of businesses

Describe how a business would operate in varying social-economic systems (capitalism, socialism, communism) and differences and commonalities across such systems

Describe macroeconomic principles, their impact on overall economic health, and potential impacts on business

Describe how government policies influence business management decisions (e.g., worker rights, environmental protection, market regulations)

Describe and demonstrate the use of technology to conduct business operations

Describe the types of technology systems used to manage inventory and human resources

Describe the different types of hardware and software typically found in organizations and how they are used to conduct operations and manage inventory and human resources

Describe the impact of technology on career pathways in business/industry (e.g., how computers have eliminated and created jobs)

Describe the impact of computers on access to information and information exchange worldwide

Select and demonstrate the use of appropriate technology tools for expediting business processes and solving problems

Describe the existence and purpose of governmental regulations and applicable business codes, laws, and rules

Describe the purpose of governmental regulations and state and local business laws, codes and rules

Explain the types of governmental regulations that apply in business and how the professions engage with them

Describe how the Americans with Disabilities Act influences the design of office and retail space

Describe requirements related to handling and disposal of environmentally hazardous materials in accordance with the Occupational Safety and Health Administration (OSHA), and Environmental Protection Agency (EPA) regulations

Describe different types of taxes and the expectations of employers in compliance and reporting

Describe and demonstrate industry accepted ethical practices and behavior

Describe legal issues faced by business professionals

Define the rights and responsibilities of workers

Demonstrate knowledge of ethical issues associated with running a business

Define ethical behavior from financial, environmental, and social perspectives and describe the impact of unethical behavior

Demonstrate ability to communicate effectively using a range of business appropriate techniques and products (written, verbal, digital, visual)

Describe complex issues using appropriate oral or written communication, including correct spelling, grammar, and punctuation

Demonstrate ability and comfort level with public speaking including to large groups and individuals at all levels of the organization

Describe and demonstrate appropriate exchanges of information via verbal, written, digital, and social media, and other online platforms

Explain the benefits and risks of using social media vs. other forms of communication in an organization

Demonstrate proficiency in business applications such as word processing software, business bookkeeping and spreadsheet applications, presentation slide decks, and business communication software

Demonstrate ability to appropriately present a project proposal or project results

Demonstrate a basic understanding of customer service

Define what it means that customers are both internal and external

Define excellent customer service

Describe the type of services used to provide assistance to customers

Demonstrate strategies for working with customers to find the services or products to address their identified need

Demonstrate ability to assist customers in a professional manner

Demonstrate an understanding of the concepts, processes, and skills associated with small business ownership and entrepreneurial ventures

Describe the different types of entrepreneurships (e.g., small business, scalable startup, large company, social) as a method of business ownership

Explain risk-based management and decision making and how they are integrated into the entrepreneurial experience

Describe why innovation, creativity, and risk-taking are central to entrepreneurship

Explain how a start-up must manage itself and cash flows as compared to a sustaining business

Identify available sources of capital for entrepreneurial ventures and describe how these funding sources differentially impact the operations and ownership of the venture

Demonstrate an understanding of basic mathematics as used in the industry

Describe the different ways organizations compete (e.g., quality, service, status, price)

Explain the value of differentiation of product and/or service and its impact on the competitive strength or weakness of a business

Identify elements that differentiate or help create a competitive advantage for a business in a particular industry cluster

Describe how a business’ responsibility to employees, shareholders, society, and the environment impacts business decisions and how these decisions may vary across businesses in the for-profit and non-profit sectors

Describe the role of strategic planning, including the elements of a strategic plan (e.g., mission and vision statement, core values, Strengths, Weaknesses, Opportunities, and Threats (SWOT) analysis, long-term goals, actions, measurement)

Explain how various financial statements are used for decision-making and planning in running a business (e.g., income statement, balance sheet, cash flow statement)

Describe different financing options and advantages and disadvantages for expanding a business (e.g., bank loan, venture capital, grants, lines of credit)

Adhere to workplace practices

Explain and follow workplace standards, rules, and regulations

Show up on time and prepared to work

Demonstrate the ability to take direction, be proactive, and work independently

Exhibit personal responsibility and accountability

Apply professional and ethical standards of the industry to personal conduct

Maintain integrity and promote personal and professional integrity in co-workers

Take responsibility and carry out work assignments

Practice cultural competence

Demonstrate awareness of issues related to diversity, equity, and inclusion

Work effectively with colleagues of differing abilities, cultures, and backgrounds

Describe issues relating to workplace harassment

Model behaviors that are respectful and sensitive of others

Demonstrate teamwork and conflict resolution

Demonstrate the ability to collaborate and contribute to the work of a diverse team

Explain when it is appropriate to lead and when to follow another’s lead

Demonstrate strategies for resolving issues with coworkers

Communicate clearly and effectively

Listen attentively, and speak and write clearly to convey information correctly

Interpret information and instructions presented in verbal and written form

Demonstrate effective communication with colleagues, supervisors, customers, and suppliers

Demonstrate the ability to communicate verbally, in writing, and using electronic communication tools

Employ critical thinking to solve problems

Recognize problems in the workplace and diagnose their root causes

Develop well-reasoned plans to solve identified challenges

Apply and follow through on plans to ensure that problems are resolved

Demonstrate creativity and innovative thinking

Develop ideas to solve problems in new and different ways

Investigate one’s own and others’ ideas to find those with greatest applicability

Develop and deploy plans to implement new ideas in the workplace

Demonstrate fluency in workplace technologies

Demonstrate knowledge and application of general technology skills, including hardware and software commonly used in the industry

Use online communication, networking tools and social networks to access, manage, evaluate, and create information to successfully function in a knowledge economy

Describe and demonstrate a fundamental understanding of the ethical, legal, and security issues surrounding access to and use of information technologies

Plan, organize, and manage work

Identify an intended project outcome including available inputs, materials, labor, timeline for producing work, and job-site obligations

Effectively plan, monitor, and complete projects on time and within budget using available resources and materials

Demonstrate ability to write coherent reports and project summaries to communicate the progress of project work and its adherence to schedule

Make informed career decisions

Identify job and entrepreneurial opportunities in the industry and the required education and credentials to obtain employment

Set short- and long-term career goals based on personal interests and aptitudes

Maintain a project portfolio

Develop a professional resume

Explain and demonstrate how to cultivate and maintain a professional presence in an online environment, including the appropriate use of social media and networking platforms

Describe and follow laws and regulations affecting business operations and transactions in a global marketplace

Describe how government/legal activities affect global trade

Describe customs regulations relating to importing and exporting

Explain the nature of legal recourse in resolving global business disputes

Describe how regulations for business expansion may be applied to meet government requirements and industry standards

Describe domestic laws governing global business expansion

Explain how to access, evaluate, and disseminate information for business decision making

Demonstrate the ability to write internal and external analytical reports that examine a problem/issue and recommend an action

Describe the steps to be taken to identify and solve a business problem/issue

Demonstrate the ability to utilize information from analytical reports to develop/implement organizational projects

Develop, implement, and evaluate the results of a plan of action to make required changes

Explain economic concepts fundamental to global business operations

Discuss the impact of globalization on business activities

Explain cultural considerations that impact global business relations

Explain the impact of major trade alliances on business activities

Describe the impact of the political environment on world trade

Explain the impact of geography on world trade

Describe techniques, strategies, and systems can be used to enhance business relationships

Explain and demonstrate managerial ethics related to personal behavior and staff supervision

Explain and discuss the impact of business customs and practices on global trade to include the North American, European, Latin American, Pacific Rim and Middle Eastern markets

Explain and describe how cultural differences impact business customs in global trade

Develop scenarios of business transactions and explain differences between global transactions and transactions within a country

Describe how financial resources can be monitored and managed to ensure a business’s financial wellbeing

Describe how to identify and manage business risks to protect a business’s finances

Describe the steps needed to assess business, task, accounting, and legal risks

Describe risk-management strategies

Describe the components of a risk-management plan

Explain how to monitor a business’s profitability

Describe how day-to-day business activities can be monitored and managed to sustain continued business functioning

Explain the steps associated with establishing Request for Proposal bid specifications, analyzing vendor responses, selecting a winning proposal, and negotiating terms

Manage quality-control processes to minimize errors and to expedite workflow

Explain the nature of quality management

Discuss the need for continuous improvement of the quality process

Develop plans to promote continuous-improvement and quality achievement

Demonstrate how an organization/department may be organized and managed to achieve business goals

Describe the strategic planning process within an organization and strategies for achieving an identified vision, mission, and goals

Develop business plans to meet company needs and implement change

Describe strategies for assessing the causes of staff turnover and identify mitigation strategies

Interpret internal information for strategic planning (e.g., financial/accounting, marketing, operations, human resources, information technology, and individual employee data)

Describe the use of performance standards and performance improvement plans to evaluate and strengthen employee performance

Explain how benchmarks can be used to evaluate and improve company performance

Demonstrate knowledge of project management functions

Identify analytical and statistical tools used in project planning (e.g., GANTT, workflow, critical path)

Determine specific, measurable, achievable, realistic, and time-bound (SMART) goals for specific projects

Develop project plans, milestones, and timelines

Explain how to effectively allocate resources to achieve project goals

Describe how digital tools can be used to evaluate project progress and achievement of goals

Demonstrate an understanding of the role of human resources in business operations

Describe how human resource activities and policies relate to operational and strategic planning

Describe the cost and value of employee retention and negative impact of high turnover

Explain the purpose of employee performance reviews

Explain why setting and articulating clear expectations with consistent follow up leads to performance and goal attainment

Identify cultural elements that promote strong and cohesive work teams throughout an organization and what might occur if cultural elements are not considered

Explain why and when lay-offs, furloughs, firing, and severance are appropriate actions

Describe laws and regulations affecting human resource operations

Describe how human resources laws and regulations are used to ensure equitable treatment of employees and to meet government requirements

Explain human resources management’s legal responsibility in maintaining labor relations

Describe strategies for delivering training on laws and regulations

Demonstrate knowledge of information for human resources management decision making

Demonstrate the capacity to communicate with staff to clarify workplace expectations and benefits

Maintain confidentiality in dealing with personnel

Manage internal and external business relationships to influence organizational decision making

Demonstrate ability to motivate and supervise personnel to achieve completion of projects and business goals

Identify benefits of continuous learning and/or professional development and provide opportunities for employees to participate

Model behaviors and actions to effectively motivate and lead people to effect change

Model behaviors and actions to effectively motivate and promote the use of teamwork in the workplace

Exhibit the ability to be flexible and allow for the adaptations in work that teamtasking requires

Demonstrate ability to plan, monitor and manage the use of financial and human resources to ensure a business’s financial wellbeing

Describe how to manage financial resources to maintain and evaluate human resources expenses

Describe how to manage technology to effectively utilize financial resources

Identify and explain how technology can be used for recruitment, hiring, and training human resources

Demonstrate ability to plan, staff, lead, and organize human resources to enhance productivity and satisfaction

Describe the steps in making termination and transition decisions that meet company goals

Identify programs to assist in meeting needs of separated and transitional employees

Describe the nature and scope of human resource management models

Describe human resources development activities (e.g., continuous learning, professional development)

Explain strategies for resolving staff issues/problems to enhance productivity and improve employee relationships

Demonstrate ability to plan, monitor and manage day-to-day business activities to foster a healthy and safe work environment

Explain human resources health and safety issues

Describe how to troubleshoot health and safety problems to foster a safe work environment

Develop and analyze human resources safety and security programs, practices, and services

Demonstrate ability to plan, organize and implement compensation, benefits, health, and safety programs

Describe strategic planning processes to guide human resources management decision making

Identify employee benefit options to attract and keep qualified employees (e.g., benefit and retirement plans, employee wellness/fitness plans)

Analyze compensation functions to meet employee expectations and to remain competitive with other employers

Describe strategies for selecting a compensation system to match management’s goals and attract employees

Describe how to analyze benefit and health and safety plans to maximize employee benefits and protection while minimizing human resources costs

Describe and follow laws and regulations affecting business operations and transactions

Describe how to apply knowledge of business contracts to establish business relationships, including contract creation/preparation, suspension, and termination

Explain laws and regulations that affect the vendor/supplier bidding process to facilitate business operations

Develop and evaluate bid specifications for an identified project based on laws regulating the process

Describe strategies to develop and maintain positive customer relationships

Explain the relationship between customer services and sales

Utilize customer relationship management skills to conduct customer-facing processes effectively and efficiently (e.g., processing customer orders and returns)

Develop and implement a customer satisfaction and idea survey, evaluate survey data, and implement changes based on customer feedback

Maintain customer database for personal contacts

Demonstrate knowledge of how to use inventory tracking systems to facilitate operational controls

Demonstrate the ability to utilize tools, strategies, and systems to develop and maintain operational controls

Identify appropriate tools, strategies, and systems for operational controls that are appropriate for the business/industry

Describe the benefits of “just-in-time” inventory systems

Describe how information obtained from operational control systems can be used to determine the success/failure of a business/industry

Explain inventory tracking technology to facilitate operational control

Describe the impact of technology on order processing (e.g., universal product code (UPC) barcoding, radio frequency identification (RFID) tags)

Demonstrate knowledge of how to plan, monitor and manage day-to-day business activities to maintain and improve operational functions

Describe purchasing activities used to obtain business materials and services

Describe tools that assist in the scheduling process

Explain the benefits of establishing and maintaining close working relationships with suppliers

Identify key factors when selecting suppliers (e.g., quality, price, reliable delivery)

Discuss inventory control strategies used to maintain appropriate levels of stock/supplies

Explain the nature of quality management and the need for continuous improvement of the quality process

Explain what a supply chain is within industry and describe types of supply chain management decisions (e.g., location, production, inventory, transportation)

Utilize mathematical concepts, skills and problem solving to obtain necessary information for decision making in the finance industry.

Employ numbers and operations in finance.

Recognize relationships among numbers.

Employ mathematical operations.

Perform computations successfully.

Predict reasonable estimations.

Apply algebraic skills to make business decisions.

Recognize patterns and mathematical relations.

Use algebraic symbols to represent, solve, and analyze mathematical problems.

Create mathematical models from real-life situations.

Represent changes in quantities mathematically.

Determine rate of change mathematically.

Interpret graphical and numerical data.

Perform data analysis to make business decisions.

Formulate questions effectively.

Collect relevant data.

Organize useful data.

Answer questions appropriately.

Employ appropriate statistical methods in data analysis.

Develop and evaluate inferences and predictions.

Apply basic concepts of probability.

Use problem-solving techniques to evaluate the accuracy of mathematical responses in finance.

Identify problem-solving techniques.

Apply a variety of problem-solving strategies.

Adjust problem-solving strategies, when needed.

Utilize tools, strategies and systems to plan, monitor, manage and maintain the use of financial resources.

Describe the nature and scope of finance.

Explain the role of finance in business.

Discuss the role of ethics in finance.

Explain legal considerations for finance.

Discuss trends in the current financial environment (i.e., consolidation, regulatory burden, role of technology, and globalization).

Plan, staff, lead and organize human resources in finance to enhance employee productivity and job satisfaction.

Describe the role and function of human resources management.

Discuss the nature of human resources management.

Explain the role of ethics in human resources management.

Describe the use of technology in human resources management.

Determine effective tools, techniques and systems to communicate and deliver value to finance customers.

Discuss marketing's role and function.

Explain marketing and its importance in a global economy.

Describe marketing functions and related activities.

Describe customer/client/business behavior in finance.

Explain customer/client/business buying behavior.

Discuss actions employees can take to achieve the company's desired results.

Demonstrate connections between company actions and results (e.g., influencing consumer buying behavior, gaining market share, etc.).

Explain a finance organization's unique selling proposition.

Identify company's unique selling proposition.

Identify internal and external service standards.

Create and maintain positive, ongoing relationships with finance customers.

Foster positive relationships with finance customers.

Explain the nature of positive customer relations.

Demonstrate a customer service mindset.

Explain management's role in customer relations.

Reinforce finance organization's image by exhibiting the company's brand promise.

Identify company's brand promise.

Determine ways of reinforcing the company's image through employee performance.

Explain the nature and scope of customer relationship management in finance.

Discuss the nature of customer relationship management.

Explain the role of ethics in customer relationship management.

Describe the use of technology in customer relationship management.

Discuss customer relationship management as a key factor to success in the finance industry.

Explain trends in customer relationship management that impact finance.

Plan, monitor and manage day-to-day activities to ensure effective and efficient finance operations.

Describe production's role and function.

Explain the concept of production.

Describe production activities.

Discuss operation's role and function in finance.

Explain the nature of operations.

Discuss the role of ethics in operations.

Describe the use of technology in operations.

Implement purchasing activities in finance.

Explain the nature and scope of purchasing.

Place orders/reorders.

Maintain inventory of supplies.

Manage the bid process in purchasing.

Select vendors.

Evaluate vendor's performance.

Implement quality-control processes in finance.

Identify quality-control measures.

Utilize quality control methods at work.

Describe crucial elements of a quality culture.

Describe the role of management in the achievement of quality.

Establish efficient operating systems.

Implement safety, health and environmental controls to ensure a safe and productive finance work workplace.

Adhere to health and safety regulations in finance.

Describe health and safety regulations in business.

Report noncompliance with business health and safety regulations.

Implement safety procedures in finance.

Follow instructions for use of equipment, tools, and machinery.

Follow safety precautions.

Maintain a safe work environment.

Explain procedures for handling accidents.

Handle and report emergency situations.

Determine needed safety policies/procedures in finance.

Identify potential safety issues.

Establish safety policies and procedures.

Implement security policies/procedures in finance.

Explain routine security precautions.

Follow established security procedures/policies.

Protect company information and intangibles.

Develop policies/procedures to protect workplace security in finance.

Identify potential security issues.

Establish policies to protect company information and intangibles.

Establish policies to maintain a non-hostile work environment.

Establish policies and procedures to maintain physical security of the work environment.

Describe and follow laws, regulations and ethical standards that affect finance operations and transactions.

Employ ethical actions in obtaining and providing finance information.

Respect the privacy of others.

Explain ethical considerations in providing information.

Protect confidential information.

Determine information appropriate to obtain from a client or another employee.

Apply ethics in finance.

Explain the nature of business ethics.

Demonstrate responsible behavior.

Demonstrate honesty and integrity.

Demonstrate ethical work habits.

Manage internal and external business relationships in finance.

Treat others fairly at work.

Describe ethics in human resources issues.

Explain the nature and scope of business laws and regulations.

Discuss the nature of law and sources of law in the United States.

Describe the United States' judicial system.

Describe legal issues affecting businesses.

Discuss the civil foundations of the legal environment of business.

Identify the basic torts relating to business enterprises.

Describe the nature of legally binding contracts.

Explore the regulatory environment of United States' businesses.

Describe the nature of legal procedures.

Discuss the nature of debtor-creditor relationships.

Explain the nature of agency relationships.

Discuss the nature of environmental law.

Discuss the role of administrative law.

Describe human resources laws and regulations.

Explain the nature of human resources regulations.

Explain the nature of workplace regulations (including OSHA, ADA).

Discuss employment relationships.

Determine form of business ownership.

Explain types of business ownership.

Select form of business ownership.

Explain commerce laws and regulations.

Explain the nature of trade regulations.

Describe the impact of anti-trust legislation.

Discuss tax laws and regulations.

Explain the nature of tax regulations on business.

Explain the nature of businesses' reporting requirements.

Develop strategies for legal/government compliance.

Describe government regulation of the finance industry.

Explain federal legislation impacting the finance industry (e.g., Gramm-Leach-Bliley Act, Sarbanes-Oxley Act, Uniform Commercial Code, etc.).

Discuss the effect of tax laws and regulations on financial transactions.

Discuss the nature and scope of compliance in finance.

Discuss the nature and scope of compliance in the finance industry.

Describe the use of technology in compliance.

Explain the role of business ethics in compliance.

Plan, manage and maintain the use of financial resources to protect solvency.

Discuss the fundamental principles of money.

Explain forms of financial exchange (cash, credit, debit, electronic funds transfer, etc.).

Identify types of currency (paper money, coins, banknotes, government bonds, treasury notes, etc.).

Describe functions of money (medium of exchange, unit of measure, store of value).

Describe sources of income (wages/salaries, interest, rent, dividends, transfer payments, etc.).

Explain the time value of money.

Explain the purposes and importance of credit.

Explain legal responsibilities associated with financial exchanges.

Describe the use of financial services providers.

Describe types of financial services providers.

Discuss considerations in selecting a financial services provider.

Use investment strategies.

Explain types of investments.

Explain the nature of capital investment.

Establish investment goals and objectives.

Identify potential business threats and opportunities to protect a business's financial well-being.

Describe the concept of insurance.

Obtain insurance coverage.

Settle insurance losses.

Identify speculative business risks.

Explain the nature of risk management.

Obtain business credit and control its use.

Explain the purposes and importance of obtaining business credit.

Analyze critical banking relationships.

Make critical decisions regarding acceptance of bank cards.

Determine financing needed for business operations.

Identify risks associated with obtaining business credit.

Explain sources of financial assistance.

Explain loan evaluation criteria used by lending institutions.

Complete loan application package.

Manage financial resources to ensure solvency.

Describe the nature of budgets.

Explain the nature of operating budgets.

Describe the nature of cost/benefit analysis.

Determine relationships among total revenue, marginal revenue, output, and profit.

Develop company's/department's budget .

Forecast sales.

Calculate financial ratios.

Interpret financial statements.

Describe types of financial statement analysis (e.g., ratio analysis, trend analysis, etc.).

Spot problems in/issues with financial statements.

Explain the importance of financial markets in business.

Describe the role of financial institutions.

Explain types of financial markets (i.e., money markets, securities markets, property market, market for risk transfer).

Explain the nature of assets' values.

Discuss factors that affect the value of an asset (e.g., cash flows, growth rate, timing, inflation, interest rate, opportunity cost, risk, and required return).

Utilize sources of securities information to make informed financial decisions.

Describe sources of securities information.

Read/interpret securities table.

Use debt and equity capital to raise funds for business growth.

Describe the financial needs of a business at different stages of its development.

Discuss factors to consider in choosing between debt and equity capital.

Explain the significance of a firm's capital structure.

Plan, organize and manage a finance organization/department.

Explain management's role in business success.

Explain the concept of management.

Explain the nature of managerial ethics.

Utilize planning tools that can guide finance organization's/department's activities.

Explain the nature of business plans.

Develop company goals/objectives.

Define business mission.

Conduct an organizational SWOT.

Explain external planning considerations.

Identify and benchmark key performance indicators (e.g., dashboards, scorecards, etc.).

Develop action plans.

Develop business plan.

Control a finance organization's/department's activities.

Describe the nature of managerial control (control process, types of control, what is controlled).

Analyze operating results in relation to budget/industry.

Track performance of business plan.

Plan, monitor and manage day-to-day activities required to sustain continued business functioning.

Implement expense-control strategies.

Explain the nature of overhead/operating costs.

Explain employee's role in expense control.

Control use of supplies.

Conduct breakeven analysis.

Negotiate service and maintenance contracts.

Negotiate lease or purchase of facility.

Develop expense-control plans.

Use budgets to control operations.

Maintain property and equipment.

Identify routine activities for maintaining business facilities and equipment.

Plan maintenance program.

Access, evaluate and disseminate financial information to enhance financial decision-making processes.

Explain the nature and scope of financial information management.

Describe the need for financial information.

Explain the nature and scope of the financial information management function.

Explain the role of ethics in financial information management.

Discuss the importance of accurately reporting a business's financial position.

Describe the need to accurately report a business's financial position.

Describe the relationship between accounting (with an emphasis on cash flow) and finance (with an emphasis on decision-making).

Discuss types of accounting systems used to report a business's financial position (i.e., financial, tax, management, cost, accrual).

Discuss the nature and scope of financial information analysis.

Discuss the impact of economic conditions on finance.

Explain the use of financial information to identify trends.

Describe the need to analyze customer financial information.

Identify reasons to analyze financial data (e.g., to understand accounting treatment, to verify information, to analyze variances, to guide financial decision-making).

Utilize financial information technology tools.

Describe the use of technology in the financial information management function.

Demonstrate data mining techniques.

Demonstrate budgeting applications.

Demonstrate financial analysis applications.

Demonstrate advanced database applications.

Manage a financial product or service mix in order to respond to market opportunities.

Explain the nature and scope of product/service management.

Explain the nature and scope of the product/service management function.

Identify the impact of product life cycles on business decisions.

Explain the use of technology in the product/service management function.

Discuss business ethics in product/service management.

Develop a financial product/service mix.

Explain the concept of financial product/service mix.

Describe the nature of financial product/service bundling.

Identify financial product/service to fill a customer need.

Position financial products/services to acquire desired business image.

Describe factors used to position financial products/services.

Explain the nature of financial product/service branding.

Explain the role of customer service in positioning/image.

Position company to acquire desired business image.

Explain the nature of corporate branding.

Describe factors used by businesses to position corporate brands.

Employ financial risk-management strategies and techniques used to minimize business loss.

Describe the nature and scope of risk management in finance.

Explain the role of ethics in risk management.

Describe the use of technology in risk management.

Discuss legal considerations affecting risk management.

Use risk-management techniques in finance.

Discuss the relationship between risk and business objectives.

Develop a risk-management program.

Evaluate a risk-management program.

Describe risk-control methods in finance.

Discuss the nature of risk control (i.e., internal and external).

Explain ways to assess risk.

Describe the importance of auditing risk control.

Discuss risk-control systems.

Determine academic subject matter, in addition to high school graduation requirements, necessary for pursuing a health science career.

Utilize knowledge of human structure and function to conduct health care role.

Describe the basic structures and functions of cells, tissues, organs, and systems as they relate to homeostasis.

Compare relationships among cells, tissues, organs, and systems.

Explain body planes, directional terms, quadrants, and cavities.

Analyze the interdependence of the body systems as they relate to wellness, disease, disorders, therapies, and care rehabilitation.

Utilize knowledge of diseases and disorders to conduct health care role.

Compare selected diseases/disorders including respective classification(s), causes, diagnoses, therapies, and care/rehabilitation to include biotechnological applications.

Analyze methods to control the spread of pathogenic microorganisms.

Contrast various types of immunities.

Analyze body system changes in light of diseases, disorders, and wellness.

Compare the aging process among the body systems.

Explain the healthcare worker's role within their department, their organization, and the overall healthcare system.

Explain systems theory as it applies to the health care environment.

Describe systems theory and its components.

Construct a general systems model using inputs, throughputs, and a feedback loop.

Explain the concept of system change as it applies to the health care environment.

Analyze the cause and effect on health care system change based on the influence of technology, epidemiology, bio-ethics, socio-economics, and various forms of complimentary (non-traditional) medicine.

Understand the existing and potential hazards to clients, co-workers, and self.

Utilize safe work practices and follow health and safety policies and procedures.

Diagram the interdependence of health care professions within a given health care delivery system and pertaining to the delivery of quality health care.

Design a system analysis process that evaluates these outcomes: client satisfaction, productivity, cost effectiveness, and efficiency.

Evaluate the impact of enhanced technology on the health care delivery system.

Identify and explain key systems of the health care delivery system.

Construct a health care delivery system model.

Predict where and how factors such as cost, managed care, technology, an aging population, access to care, alternative therapies, and lifestyle/behavior changes may affect various health care delivery system models.

Project outcomes as interconnected components of a modified health care system.

Calculate the cost effectiveness of two separate health care delivery systems using the same client procedure.

Identify existing and potential hazards to clients, co­workers, visitors, and self in the healthcare workplace.

Explain infection control practices and procedures.

Practice infection control procedures.

Practice appropriate cleaning, disinfecting, and sterilizing processes.

Contrast medical and surgical asepsis.

Demonstrate personal safety practices.

Manage a personal exposure incident in compliance with OSHA regulations.

Apply principles of body mechanics and ergonomics.

Use personal protective equipment (PPE) as appropriate to the environment.

Use techniques to insure environmental safety.

Modify the environment to create safe working conditions.

Demonstrate methods of fire prevention in the health care setting.

Prevent accidents by using proper safety techniques.

Practice good housekeeping by maintaining a safe work environment.

Identify common safety hazards.

Use Materials Safety Data Sheets (MSDS).

Recognize and adhere to hazardous labeling requirements.

Comply with safety signs, symbols, and labels.

Implement appropriate action when observing a hazardous material problem.

Apply safety principles within given environment.

Recognize hazardous chemicals commonly used in the health care environment and utilize in an appropriate manner.

Describe healthy behaviors.

Apply behaviors that promote health and wellness.

Advocate available preventive health screening and examinations.

Use practices that promote the prevention of disease and injury.

Use appropriate safety practices as related to high-risk behaviors.

Evaluate the validity of alternative health practices.

Utilize emergency procedures and protocols.

Interpret the evacuation plan for the health care setting.

Construct an emergency plan for a health care setting in response to a natural disaster or other emergency.

Follow the facility procedure when a fire is discovered.

Evaluate the roles and responsibilities of individual members as part of the healthcare team and explain their role in promoting the delivery of quality health care.

Describe team member participation.

Communicate verbally and nonverbally with team colleagues to assure a best result for the client.

Collaborate with others to formulate team objectives.

Identify responsible actions of team members to complete assigned tasks in a timely and effective manner

Recognize the importance of active listening to other team members.

Exercise leadership skills as appropriate.

Respect and value the expertise and contributions of all team members.

Recognize the importance of working collaboratively with persons from diverse backgrounds to accomplish a common goal.

Apply corrective action to an acknowledged conflict situation.

Exhibit a strong sense of team identity and commitment to purpose.

Identify and describe health care teams.

Apply the team concept in providing quality patient/client care.

Recognize characteristics of effective teams.

Analyze roles of various team participants.

Formulate appropriate response to critical situations as a team member and/or leader.

Recognize the necessity of compromise to ensure the appropriate outcome.

Employ communication strategies used in the delivery of quality health care.

Identify social media technologies, electronic conferencing, Web pages and e-mail systems to communicate information to team members and colleagues.

Develop and implement security requirements for storage and transmission of electronic health records.

Train personnel on technologies, written communications and security measures for documenting, retrieval, storage and communication of health records.

Analyze the legal and ethical responsibilities, limitations and implications of actions within the healthcare workplace.

Describe legal implications affecting health care workers.

Analyze legal responsibilities, limitations, and implications of actions.

Use problem-solving techniques when confronted with legal dilemmas or issues.

Compare and contrast behaviors and practices that could result in malpractice, liability, or negligence.

Identify and comply with policies and requirements for documentation and record keeping.

Identify and comply with established risk management criteria and procedures.

Evaluate if an incident is reportable.

Identify and comply with non-discriminatory laws.

Identify and comply with institutional policy and procedures.

Describe legal practices employed by health care workers.

Perform duties according to regulations, policies, laws, and legislated rights of clients.

Manage clients' rights according to the Patients' Bill of Rights.

Manage confidentiality according to Health Information Portability Access Act (HIPAA).

Employ practices that adhere to licensure, certification, registration, and legislated scope of practice.

Apply the doctrine of informed consent.

Evaluate technological threats to confidentiality.

Employ mandated standards for workplace safety, i.e., OSHA, CDC, CLIA.

Apply mandated standards for harassment, labor, and employment laws.

Evaluate accepted ethical practices with respect to cultural, social and ethnic differences within the healthcare workplace.

Describe legal and ethical boundaries in health care delivery.

Differentiate between morality and ethics and the relationship of each to health care outcomes.

Differentiate between ethical and legal issues impacting health care.

Employ personal, professional, and organizational ethics.

Analyze legal and ethical aspects of confidentiality.

Discuss bio-ethical issues related to health care.

Analyze and evaluate the implications of medical ethics.

Describe ethical practice as it applies to health care delivery.

Demonstrate professionalism when interacting with fellow students, patients/clients, co-workers, and the organization.

Recognize and respect interdisciplinary roles of team members.

Report activities and behaviors by self and others that adversely affect the health, safety, or welfare of students, patients/clients, or co-workers.

Demonstrate fairness and equal treatment of all persons.

Practice responsibly within the ethical framework of the Patients' Bill of Rights.

Employ clients' independence and determination in their health care.

Explain cultural, social, and ethnic diversity as it applies to health care delivery.

Discuss the impact of religions and cultures on those giving and receiving health care with an understanding of past and present events.

Demonstrate respect of individual cultural, social, and ethnic diversity within the health care environment.

Apply the fundamentals of biochemistry, cell biology, genetics, mathematical concepts, microbiology, molecular biology, organic chemistry and statistics to conduct effective biotechnology research and development of products.

Summarize the goals of biotechnology research and development within legal and ethical protocols.

Identify biotechnology's contributions to quality of life.

Propose a biological or industrial enzyme that could be used for treating disease and contribute to the quality of life.

Develop a list of environmental diseases or chronic conditions that have been or could be treated with biotechnology products.

Assess legal and ethical considerations associated with using biotechnology.

Assess a current biotechnology-related ethical issue in the news.

Discuss how a current biotechnology-related ethical issue may affect the quality of life.

Apply mathematical concepts to the field of biotechnology.

Illustrate the concepts of percentages and ratios using a biotechnology application.

Contrast weight-to-weight and weight-to-volume calculations for solutions.

Explain scientific notation.

Use statistical data when conducting biotechnology research and development.

Compare the standard deviation and the mean of data results from testing effectiveness of two biotechnology products.

Graphically illustrate a set of biotech data such that a layman would understand it.

Apply genetic principles to biotechnology.

Describe the basic structure of a chromosome.

Construct a karyotype with human chromosomes.

Differentiate the genetic inheritance of a dominant homozygous trait (e.g. dwarfism) from a heterozygous disease (e.g., sickle cell anemia).

Apply principles of organic chemistry to biotechnology.

Construct a molecule of a compound with three or more carbon atoms.

Create an equation of two organic substrates leading to a product.

Describe atomic number, atomic mass, and orbitals.

Contrast covalent, ionic, and hydrogen bonding.

Apply principles of biochemistry to biotechnology.

Diagram six chemical side groups that could be in a biotechnology product.

Categorize all amino acids into essential and non-essential.

Describe the relationship between biochemistry and biotechnology product development.

Compare the underlying reasons why some molecules are hydrophilic and some are hydrophobic.

Apply principles of cell biology to biotechnology.

Describe the basic structures and functions of cells and how this knowledge is used in biotechnology.

Select cellular barriers to be overcome for a biotechnology product to work inside a cell.

Apply principles of molecular biology to biotechnology.

Diagram the structure of the nucleic acid DNA.

Demonstrate DNA replication graphically and its importance to biotechnology product development.

Describe the central dogma of molecular biology and how understanding this process impacts biotechnology research and development.

Apply principles of microbiology to biotechnology.

Analyze how microorganisms are used in mass producing recombinant proteins.

Compare and contrast bacterial, fungal, and animal cells and how these similarities and differences affect biotechnology product development and production decisions.

Compare and contrast the use of plasmids in bacterial transformation and the process of plasmid DNA isolation.

Demonstrate basic knowledge of recombinant DNA, genetic engineering, bioprocessing, monoclonal antibody production, nanotechnology, bioinformatics, genomics, proteomics and transcriptomics to conduct biotechnology research and development.

Identify techniques used in biotechnology.

Describe the following techniques: recombinant DNA, genetic engineering, monoclonal antibody production, separation, and purification of biotechnology products and bioprocessing.

Identify uses of the following techniques: recombinant DNA, genetic engineering, monoclonal antibody production, separation, and purification of biotechnology products and bioprocessing.

Identify trends in the field of biotechnology.

Predict how nanotechnology, bioinformatics, proteomics, genomics, and transcriptomics will create new career opportunities.

Identify how the above career opportunities will impact health care environments.

Demonstrate the principles of solution preparation, sterile techniques, contamination control, and measurement and calibration of instruments used in biotechnology research.

Use laboratory procedures to prepare solutions, sterilize, control contamination, use measurement instruments, and calibrate instruments.

Describe how molarity relates to solution preparation.

Calculate the molarity of a given solution and measure the pH of this solution.

Apply biosafety protocols in the laboratory environment.

Maintain a safe laboratory environment using biosafety protocols.

Describe the criticality of the requirements of sterile techniques.

Respond to a hypothetical laboratory accident appropriately as a member of a laboratory team.

Determine processes for product design and production and how that work contributes to an understanding of the biotechnology product development process.

Explain biotechnology product development processes.

Diagram the process involved in making one biotech product in an industrial setting.

Analyze the role of pre-clinical and clinical trials in biotechnology product development.

Explain regulations affecting the processes for biotechnology product development.

Examine the role of a Quality Assurance person in this process.

Define Current Good Manufacturing Practices (CGMP) and why it is important in biotech production.

Summarize and explain the larger ethical, moral and legal issues related to biotechnology research, product development and use in society.

Explain biotechnological implications on society.

Differentiate between morality and ethics and the relationship of each to biotechnology health care product development.

Discuss bioethical issues related to biogenetic products.

Contrast personal, professional, and organizational ethics.

Apply institutional protocols to biotech research and product development.

Identify and comply with policies and requirements for documentation and record keeping.

Identify and comply with institutional ethical policies and procedures.

Communicate key diagnostic information to healthcare workers and patients in an accurate and timely manner.

Employ effective oral communication techniques when communicating diagnostic information with departments and professionals.

Assess the appropriate communication techniques based on the other's ability to understand.

Apply active listening skills using reflection, restatement, and clarification.

Demonstrate courtesy to others, including self-introduction.

Interpret verbal and nonverbal behaviors to augment communication within scope of practice.

Demonstrate interviewing skills.

Employ effective written communication techniques when communicating diagnostic information with departments and professionals.

Identify correct syntax and grammar appropriate to patient/client.

Report relevant information in a timely manner.

Distinguish between subjective and objective information when reporting.

Analyze communication for appropriate response and provide feedback.

Organize, write, and compile technical information and summaries.

Use medical terminology in order to interpret, transcribe, and communicate information, data, and observations.

Assess and report patient's/client's health status in order to monitor and document patient progress.

Assess patient's/client's health status using accepted processes.

Analyze available information to assess patient/client viability.

Complete procedures for attaining information necessary that is not readily available.

Evaluate and appraise appropriateness of information.

Evaluate patient and other client response to treatment and/or procedure.

Document results accurately and appropriately.

Demonstrate the principles of body mechanics for positioning, transferring and transporting of patients/clients, and perform them without injury to the patient/client or self.

Apply techniques for patient/client safety when positioning, transferring, and transporting patients/clients.

Assess the patient/client status.

Evaluate potential hazards to patient/client.

Identify and employ appropriate transport methods.

Identify and employ appropriate transfer methods.

Assess correct positioning to accommodate patient/client status.

Identify and employ effective and appropriate infection control procedures.

Use equipment for positioning, transferring, and transporting patients/clients safely.

Evaluate equipment for possible hazards.

Employ appropriate equipment for transportation.

Employ appropriate equipment for transfer.

Assess and adjust equipment and modify techniques to accommodate patient/client status.

Practice preventive measures for disease transmission during equipment use.

Explain procedures and goals to the patient/client accurately and effectively, using strategies to respond to questions and concerns.

Explain procedures and goals to the patient/client accurately and effectively.

Assess ability of patient/client to comprehend.

Interpret assessment and modify.

Assess patient/client understanding.

Employ strategies for interacting with and responding to patient/client questions and concerns.

Apply strategies for interacting with and responding to patient/client questions and concerns.

Select, demonstrate and interpret diagnostic procedures.

Perform specific procedures to create diagnostic results.

Recognize scope of practice to be employed.

Perform procedure competently within scope of practice.

Perform procedure according to protocol.

Assess and modify procedure, as required, within constraints of patient/client and personal safety.

Document diagnostic results.

Summarize diagnostic results.

Communicate diagnostic results to health care team.

Communicate health information accurately and within legal and regulatory guidelines, upholding the strictest standards of confidentiality.

Employ techniques for effectively communicating health/medical information within legal/regulatory guidelines.

Manage the accuracy, effectiveness, and timeliness of the transfer of information.

Evaluate how legal and regulatory requirements apply to the transfer of information.

Distinguish who in the organization needs information and when they need it.

Employ techniques for confidentially communicating health/medical information in compliance with legal/regulatory guidelines.

Manage recorded information and other documents within protocols that ensure confidentiality and privacy.

Communicate information ensuring confidentiality of content is maintained.

Communicate information on a need-to-know basis for optimum patient/client outcomes.

Describe the content and diverse uses of health information.

Employ techniques for abstracting and coding information from medical records and documents.

Interpret and extract information from medical records and documents.

Assemble appropriate, accurate information including proper codes to record charges for reimbursement.

Identify and apply accurate medical terminology.

Analyze and determine the need for requesting further clarification when transcribing/transferring information that may be unclear.

Assess and apply information for regulatory and legal purposes.

Apply principles for the development of functional information systems to design and implement effective processes.

Synthesize the information systems utilized by the organization.

Assess how systems interact to facilitate the timely and accurate flow.

Organize information within the parameters of the information systems.

Integrate information for timely, accurate dissemination.

Evaluate effectiveness of systems.

Assess and recommend systems for improvement.

Employ techniques for effectively documenting, communicating, and maintaining health information within legal and regulatory guidelines.

Assemble and accurately document required information.

Interpret information that has been collected.

Differentiate the purposes and audiences for whom the information is collected.

Prepare accurate documentation for various audiences within legal and regulatory requirements, as requested.

Disseminate information to various audiences using systems and guidelines within the facility.

Establish and maintain a records storage system within legal requirements and protocols.

Assess and recommend procedures for improvement as necessary.

Demonstrate the use of systems used to capture, retrieve and maintain confidential health information from internal and external sources.

Employ techniques for effectively documenting, communicating, and maintaining health information within legal and regulatory guidelines.

Assemble and accurately document required information.

Interpret information that has been collected.

Differentiate the purposes and audiences for whom the information is collected.

Prepare accurate documentation for various audiences within legal and regulatory requirements, as requested.

Disseminate information to various audiences using systems and guidelines within the facility.

Establish and maintain a records storage system within legal requirements and protocols.

Assess and recommend procedures for improvement as necessary.

Employ strategies for effectively and accurately operating a system used to capture, retrieve, and maintain information from internal and external sources.

Analyze the internal and external sources of information and resources available.

Project outcomes as interconnected components of a modified health care system.

Select the systems and sources of information necessary for the successful completion of the task.

Participate in the design of operational systems and processes.

Evaluate operational systems and processes for improvement.

Describe, differentiate and safely perform the responsibilities of healthcare support services roles.

Perform administrative tasks following established internal and external guidelines.

Develop and implement departmental mission statement, goals, objectives, and strategic plan.

Develop and implement departmental policies, procedures, and processes. Modify as required.

Coordinate departmental activities with other departments, outside agencies and contractors, including event planning and logistics.

Implement new and existing services specific to the working environment and responsibilities.

Implement an employee recognition program.

Apply strategies to measure safety and improve quality of support services provided.

Monitor patient/client and organizational expectations through satisfaction survey and measurement tools to assure adequacy of products, services and performance improvement as necessary.

Provide support of standardization, consolidation, and/or re-engineering processes.

Evaluate cost effectiveness of alternative methodologies.

Perform quality management activities.

Perform support service tasks following established guidelines.

Adhere to a code of ethics to ensure corporate compliance.

Ensure compliance with legal, regulatory, and accreditation standards or codes.

Coordinate with environmental health agency to administer the hazardous materials management program.

Coordinate with physicians, departmental directors/managers, and outside agencies in the development of Emergency Preparedness Plans.

Inspect buildings, facilities, and grounds to ensure compliance with standards, regulations, and codes.

Evaluate work of staff to ensure compliance with applicable safety and building regulations.

Demonstrate work practices that maintain a clean and healthy healthcare facility to reduce or eliminate pathogenic organisms.

Demonstrate various decontamination techniques and procedures.

Demonstrate knowledge of standard precaution guidelines.

Select procedures and precautions to be followed when using chemicals.

Demonstrate techniques for mechanical and manual cleaning procedures.

Evaluate potential causes and methods of transmitting infection.

Integrate infection control standards with relevant activities and procedures.

Employ best safety practices for handling hazardous materials and managing waste.

Develop, implement, and monitor hazardous waste disposal and recycling policies and procedures in accordance with regulatory requirements.

Assess and monitor the operations of a waste management program, including recycling and reduction of regulated medical, solid, hazardous chemical, and radioactive and biological waste materials.

Develop systems and procedures that minimize customer cost of ordering, storing, and using supplies, services, and equipment.

Develop and implement a plan to safely handle, package, store, and dispose of waste in accordance with federal, state, and local regulations.

Employ best safety practices for handling and storing a variety of materials common to the health services environment.

Demonstrate process and environmental requirements for proper handling and storage of sterile and non-sterile items.

Demonstrate appropriate inventory control and distribution systems.

Describe and implement a program to purchase materials, supplies, and capital equipment within allocated resources.

Evaluate the effectiveness of optimal material flow and layout.

Recommend policies and procedures to monitor distribution, consumption, and pilferage of materials.

Provide adequate space to meet standards of storage.

Follow established internal and external guidelines in order to provide high-quality, effective support services in the healthcare facility.

Follow established internal and external guidelines in order to provide high-quality, effective support services in the healthcare facility.

Maximize available resources for proper care and use of healthcare equipment and materials.

Utilize financial information and data to make appropriate decisions regarding purchase and maintenance of equipment and materials.

Implement and evaluate purchasing processes and agreements.

Evaluate audit activities, including the review of discrepancies, purchase orders, and invoices.

Assess cost benefits that support best product recommendations.

Explain competitive pricing, terms, and service levels.

Identify opportunities for reduction in resource consumption.

Identify inventory reduction targets and implement to achieve targets.

Employ organizational protocols when making decisions about the use and maintenance of equipment.

Review capital purchasing processes.

Assess procedures and processes for the selection, acquisition, distribution, and maintenance of equipment.

Implement written instructions for the equipment manufacturer's operations manual, and departmental policies and procedures.

Design a preventive maintenance (PM) process for buildings, equipment, parts, supplies, and utilities as appropriate.

Develop and implement equipment systems training programs for maintenance staff and user groups.

Implement principles and organizational protocols when acquiring and distributing equipment and materials.

Assess and implement purchasing and procurement techniques that improve the overall supply chain.

Analyze timely order placement and supplier performance, and continuously review for effectiveness.

Assess a supplier's performance standards program.

Organize catalogs, price lists, inventory records, purchase order files, and product/supplier files, ensuring that they are updated and current.

Assess and offer recommendations to departments requiring assistance in resource allocation.

Assess the integration of resource functions.

Evaluate distribution strategies and systems to ensure optimal materials flow.

Maintain adequate quantities of supplies, equipment, instruments, and medical devices.

Implement healthcare facility standards in order to maintain high-quality healthcare facilities.

Employ strategies to establish, maintain, and improve the presentation of the facility's physical environment.

Implement and participate in a comprehensive training and education program on safety, infection control, hazardous materials, and new equipment use.

Analyze labor distribution for projects and operations.

Review and evaluate reporting mechanisms for departmental functions.

Communicate with other departments on selection of facility finishes and furnishings following appropriate safety codes.

Review and participate in the development of design and construction plans.

Analyze the therapeutic and functional aspects of color décor and furnishing.

Maintain facility accessibility as a clutter-free environment.

Evaluate repair status of facility, and report recommendations as appropriate.

Organize, deliver, and present products and services in a quality manner.

Utilize communication strategies to answer patient/client questions and concerns on planned procedures and goals.

Employ effective oral communication techniques when responding to patient questions and concerns.

Assess patients/clients' understanding of the information provided.

Demonstrate empathy for patients/clients.

Construct communication appropriate to the needs of the patient/client and the situation.

Employ effective written communication techniques when responding to patient questions and concerns.

Develop clearly written patient/client information and instructions.

Keep written records as appropriate within facility policies and protocols.

Communicate patient/client information among healthcare team members to facilitate a team approach to patient care.

Utilize facility protocol and regulatory guidelines for collecting patient/client health care needs, strengths, and problems.

Monitor and identify patient/client health care needs, strengths, and problems.

Select appropriate tools for information to be collected.

Format and develop collected information.

Maintain confidentiality according to facility protocol.

Analyze team interactions that identify effective patterns of communication among team members.

Distinguish appropriate role and responsibilities of each team member.

Respect and value the expertise and contributions of all team members.

Evaluate relevancy of information to be conveyed.

Formulate and report information in a way that is clear and concise.

Utilize processes for assessing, monitoring and reporting patient's/clients' health status to the treatment team within protocol and scope of practice.

Monitor patient/client using protocols for assessing, monitoring, and reporting health status.

Analyze and assess patient/client response.

Assess need for follow-up and alternative care to treatment plan.

Respond to patient/client health changes as prescribed by facility protocol.

Evaluate patient/client response to administered treatments and procedures.

Utilize strategies that support patient/client goals when developing treatment plans.

Create a treatment plan using a problem-solving model, incorporating patient/client input.

Select appropriate resources to implement treatment plan.

Evaluate the plan for appropriate outcomes and intervention opportunities.

Implement treatment plans that adhere to facility protocols, regulatory guidelines, and scope of practice.

Evaluate priorities in order to organize work.

Use equipment and instruments according to the manufacturer's guidelines and accepted safety practice.

Document actions according to facility protocol and regulatory guidelines.

Evaluate patient/client needs, strengths and problems in order to determine if treatment goals are being met.

Employ accepted protocols for evaluating patient/client needs, strengths, and problems during treatment.

Identify appropriate evaluation tools to assess patient/client response to treatment plan.

Analyze information gathered.

Revise or create modifications to treatment plan based on patient/client response.

Describe the individuals and organizations that collaborate to provide services in the hospitality, tourism, and recreation industries

Identify the key sectors of hospitality, tourism, and recreation and differentiate the goods and services produced in each

Identify the roles and responsibilities of employees in the hospitality, tourism, and recreation industries (e.g., travel agents, hotel workers, restaurant staff, amusement, and stadium staff)

Describe how individuals from different disciplines collaborate to deliver services

Identify the types of organizations that support clients in planning and booking activities and meeting customer needs

Describe career options and the means to attain these options

Research career opportunities in the hospitality, tourism, and recreation cluster, statewide and tailored to regional contexts, and identify those aligned with personal interests, aptitudes, financial, and career goals

Describe a career pathway for transitioning from entry-level to skilled and supervisory positions within the cluster

Identify educational training and credentialing requirements for entry-level careers in the cluster, including those aligned with students’ personal interests

Describe the types of work experience opportunities that exist in the field (e.g., internships, apprenticeships, on-the-job training) and how one might access these opportunities

Exhibit the behaviors of early employment that will lead to career opportunities such as appearance, attendance, listening skills, communication, teamwork, enthusiasm, guest experience, and quality of product/work

Summarize the educational skills, certifications, and/or degrees needed to advance within a given career

Describe employee rights and responsibilities and employers’ obligations concerning occupational health and safety

Describe and demonstrate adherence to health, safety, and sanitation regulations; practices and procedures applicable to the workplace; and the ramifications of not following them (e.g., low health scores, loss of guest amenities for failed inspections)

Identify and demonstrate adherence to ethical issues and concerns applicable to the workplace and the ramification of not following them (e.g., low employee morale, loss of guests)

Describe and demonstrate adherence to legal policies relating to hiring, harassment, and safety in the workplace

State the rationale for rules and laws designed to promote safety and health in the workplace

Identify key rights of employees related to occupational safety and health and employers and responsibilities in meeting these needs

Explain the role of federal and state governmental agencies (e.g., OSHA regulations) in ensuring employees a safe workplace

Identify potential real and perceived hazards and emergency situations and determine the appropriate safety and management measures

Identify the steps that should be taken and resources commonly available to address accidents or emergency health situations for self, co-workers, and guests/customers

Identify and list resources (e.g., company work protocols) that are available to prevent, evaluate, and address environmental concerns, crime, human trafficking, and terrorist situations

Describe common safety and security issues for individuals and groups, explain how to manage guests/customers facing a threat, and identify solutions to minimize these risks

Create communication and response plans to cope with hazards and emergency situations applicable to the hospitality and tourism industries (e.g., fires, health crises, missing child alerts, active shooters)

Determine the maintenance needs for differing hospitality, tourism, and recreation venues

Describe the types of maintenance issues that apply to differing venues and how to determine if special training of personnel is required

List maintenance issues unique to tourist and recreational facilities

Create a plan to address the maintenance needs of a given facility

Evaluate methods for equipment maintenance and repair to minimize down time and guest displacement (e.g., creating work orders for fixing equipment, rooms, etc.)

Explain space utilization procedures used to manage and control people, equipment, and vehicles in diverse industry settings

Describe the dangers that may arise when people or vehicles (e.g., cars, cyclists, e-bikes/e-scooters, boats, skis/snowboards, snowmobiles etc.) congregate and steps that can be taken to mitigate disasters

Understand guidelines for access control to determine guest and group admission procedures, and the use of tickets and membership for selective entry

Describe how traffic control procedures can be used to facilitate movement of people and vehicles (e.g., bollards, lines, parking attendants)

Identify a situation where the number of guests would need to be controlled, and list how this would be accomplished

Compare different ticket sales options, including methods for selling tickets, the types and structure of admission ticket distribution channels, and factors to consider when setting ticket prices

Create a plan to monitor traffic (e.g., vehicular, pedestrian, crowd) control issues to manage congestion and describe how the plan might be tested to ensure its functionality and improved to be more effective

Demonstrate hospitality and tourism customer service skills that meet customers’ needs

Define the qualities and characteristics of an effective service professional (e.g., ability to stay calm, listen, communicate effectively), and explain how customer service affects a company’s bottom line

Define customer service and demonstrate terminology, concepts, and principles associated with exceptional guest service

Discuss ways to evaluate customer satisfaction and use feedback to manage and enhance the guest experience, including procedures to resolve guest complaints

Identify retention and service strategies and proactive versus reactive techniques in relation to guest experiences

Recognize the personal needs of all guests, including those needing special accommodations (e.g., language, health, Americans with Disabilities Act requirements) and create a plan of action to meet the needs of these individuals

Describe what Customer Relationship Management (CRM) applications are designed to do and demonstrate how they can be used

Describe the key components of marketing and promoting hospitality and tourism products and services

Demonstrate knowledge of marketing techniques commonly used in the hospitality and tourism industry to sell a product or service (e.g., conducting market research, developing products and pricing strategies, advertising and distribution strategies, public relations, sales, and customer relations)

Identify how the economy affects customer decisions and how products and services can be tailored to address differing conditions of supply and demand

Describe destination marketing and how seasonality and loyalty programs influence customer choices

Describe the types of environmental and sustainability issues that apply in the Hospitality & Tourism Career Cluster and strategies for addressing them

Compare/contrast different marketing approaches (e.g., packets, e-commerce) and strategies for making a sale

Identify the elements of marketing (i.e., the four P’s: product, price, place, and promotion) and how resources can be targeted toward different audiences (e.g., addressing issues of diversity)

Describe market segmentation and the variables that affect service costs

Analyze the merchandising, program and product potential for different hospitality, tourism, and recreation venues

Describe how a point-of-sale system is used to manage market sales and inventory for ordering

Research ideas needed to develop programs and/or products unique to each venue

Summarize merchandising and retail outlet opportunities (e.g., trade shows, networking events, guest rooms, theme parks) and describe retail opportunities and branding strategies possible at each venue

Explain the role history might play in developing programs/exhibits/events

Explain how a theme might determine the types of products/services/ events available

Demonstrate an understanding of basic economic systems and financial management practices and procedures

Define industry management terms including yield, yield management, no-show, discount, inventory control, overbooking, and spoilage

Describe what key performance indicators (KPIs) are, how they are used in different industries, and how they are tracked (e.g., daily, weekly, monthly, annually)

Describe purchasing activities to obtain business supplies, equipment, and services (e.g., sourcing and procurement)

Explain the concept of cost-profit relationships (e.g., Cost of Goods Sold [COGS]), competition, and economic indicators

Explain the purpose of a budget, and differentiate between revenues, expenses, profit, and loss

Describe basic economic principles, including supply and demand, goods and services, state/city/county taxes, international business, and economic resources

Describe the hospitality and tourism industry in Oregon

Describe the key hospitality and tourism draws in Oregon (e.g., outdoor/urban recreation, food and beverage, college/amateur/professional athletic events)

Discuss seasonality in Oregon at the local, regional, and statewide levels, and how different factors affect consumer motivation to travel to the state

Identify transportation options and their implications for travelers

Identify national and state parks, regional convention centers, popular zoos, museums, professional and collegiate sporting facilities, and theaters and other cultural landmarks

List the different special events offered throughout the state (e.g., ski resorts, wine tasking, Pendleton rodeo, Shakespeare festival, etc.) and their implications for the sector

Identify key destination marketing organizations in Oregon that support the hospitality and tourism industry (e.g., Travel Oregon, Oregon Restaurant and Lodging Association, Oregon Destination Association, Oregon Coast Visitors Association)

Evaluate the nature and scope of the Hospitality & Tourism Career Cluster and the role of hospitality and tourism in society and the economy

Describe the economic, social, cultural, and environmental contributions and impacts of the hospitality, tourism, and recreation industries

Discuss the current trends in society (e.g., sustainability and eco-friendly tourism) and how they affect hospitality and tourism in Oregon

Compare/contrast management of different organizational structures including independently owned, chain-affiliated, and corporations in the industry

Describe the strategies, policies, and regulations that the state government has implemented (e.g., tax incentives, tourism promotion) to promote the hospitality and tourism industry in Oregon

Trace the development of the hospitality and tourism industry in Oregon to understand the overall structure

Adhere to workplace practices

Explain and follow workplace standards, rules, and regulations

Show up on time and prepared to work

Demonstrate the ability to take direction, be proactive, and work independently

Exhibit personal responsibility and accountability

Apply professional and ethical standards of the industry to personal conduct

Maintain integrity and promote personal and professional integrity in co-workers

Take responsibility and carry out work assignments

Practice cultural competence

Demonstrate awareness of issues related to diversity, equity, and inclusion

Work effectively with colleagues of differing abilities, cultures, and backgrounds

Describe issues relating to workplace harassment

Model behaviors that are respectful and sensitive of others

Demonstrate teamwork and conflict resolution

Demonstrate the ability to collaborate and contribute to the work of a diverse team

Explain when it is appropriate to lead and when to follow another’s lead

Demonstrate strategies for resolving issues with coworkers

Communicate clearly and effectively

Listen attentively, and speak and write clearly to convey information correctly

Interpret information and instructions presented in verbal and written form

Demonstrate effective communication with colleagues, supervisors, customers, and suppliers

Demonstrate the ability to communicate verbally, in writing, and using electronic communication tools

Employ critical thinking to solve problems

Recognize problems in the workplace and diagnose their root causes

Develop well-reasoned plans to solve identified challenges

Apply and follow through on plans to ensure that problems are resolved

Demonstrate creativity and innovative thinking

Develop ideas to solve problems in new and different ways

Investigate one’s own and others’ ideas to find those with greatest applicability

Develop and deploy plans to implement new ideas in the workplace

Demonstrate fluency in workplace technologies

Demonstrate knowledge and application of general technology skills, including hardware and software commonly used in the industry

Use online communication, networking tools and social networks to access, manage, evaluate, and create information to successfully function in a knowledge economy

Describe and demonstrate a fundamental understanding of the ethical, legal, and security issues surrounding access to and use of information technologies

Plan, organize, and manage work

Identify an intended project outcome including available inputs, materials, labor, timeline for producing work, and job-site obligations

Effectively plan, monitor, and complete projects on time and within budget using available resources and materials

Demonstrate ability to write coherent reports and project summaries to communicate the progress of project work and its adherence to schedule

Make informed career decisions

Identify job and entrepreneurial opportunities in the industry and the required education and credentials to obtain employment

Set short- and long-term career goals based on personal interests and aptitudes

Maintain a project portfolio

Develop a professional resume

Explain and demonstrate how to cultivate and maintain a professional presence in an online environment, including the appropriate use of social media and networking platforms

Evaluate principles of planning, development, implementation and evaluation to accomplish long-range goals in the human services.

Design programs or activities to meet the needs of individuals and families.

Document that programs and activities effectively address needs.

Analyze data and information to meet the needs of individuals and families.

Retrieve, analyze, and interpret data.

Describe and accurately summarize information/data using charts, graphs, and descriptive statistics.

Accomplish team objectives to meet organizational needs.

Provide professional development opportunities for improvement.

Document that team objectives have been met.

Evaluate the role of the family, community and human services in society and the economy.

Provide services that are sensitive to cultural, religious, disability, and gender issues.

Participate in workshops and training programs that relate to these issues.

Describe the types of human services provided in a community.

Give examples of each type of service and its major functions.

Identify specific occupations within these services.

Evaluate the role human service providers have on the economic condition of a community.

Describe the benefits provided by the human service providers.

Portray how a community would be affected if human service providers were not available.

Determine the role of prevention education in addressing issues of society.

Use effective communication with human services clients and their families.

Develop organizational priorities that reflect the organization's mission.

Assist in setting organizational priorities to ensure quality.

Develop practices that are sensitive to cultural, religious, disability, and gender issues.

Set up and/or participate in workshops relating to cultural, religious, disability, and gender issues specific to human services careers.

Develop service guidelines with other co-workers.

Maintain working relationships with individuals, co-workers, and family.

Use interpersonal skills to build effective working relationships.

Identify basic needs of children, individuals and families.

Follow regulations and organizational policies and procedures to assure a safe and healthy environment.

Document information regarding questionable health or safety issues.

Train personnel on regulations and policies concerning a safe and healthy workplace.

Provide written procedures and policies for protecting the health and safety of all individuals.

Present evidence of written procedures and policies.

Demonstrate ethical and legal conduct in human services settings.

Prevent personal liability by following legal requirements.

Assess adherence to appropriate personal liability requirements.

Implement procedures to protect the health and safety of all individuals.

Document and report emergency situations and outcomes to appropriate authorities.

Explain the role of government in human services.

Identify agencies that monitor human services facilities and operations.

Provide examples of government intervention/actions in a human services operation.

Comply with legal requirement to assure appropriate conduct.

Assess and document legal compliance.

Apply specific organizational policies and rules to a specific work situation.

Locate and identify specific organizational policy, rule, or procedure to assist with a given situation.

Select the appropriate document as a reference for the situation.

Maintain compliance by seeking ethical and legal guidance from appropriate sources.

Document, review, and resolve ethical and legal conflicts.

Demonstrate knowledge of rules and laws designed to promote safety and health.

Identify key rights of employees related to occupational safety and health.

Identify the responsibilities of employers related to occupational safety and health.

Identify rights of clients/customers.

Evaluate career opportunities in each of the Human Services Career Pathways.

Practice skills in a chosen career path to gain familiarity with technical processes.

Maintain successful employment.

Explore entrepreneurial opportunities.

Meet education and state-specific requirements for a career in human services.

Present legitimate credentials at job interview.

Document continuing education classes.

Present licensing and certification requirements.

Participate in career planning for human services.

Assess personal interests and skills needed for success.

Explore family and consumer science educational programs.

Identify sources of career information and training.

Explain how human development principles enhance the well­being of individuals and families.

Demonstrate services that align with human development principles.

Assess and document the satisfaction of clients/customers/participants with services provided.

Recommend best products, plans, or services for clients/consumers.

Produce plans showing benefits for clients/consumers.

Identify services needed to meet the essential needs of children, individuals and families.

Act as a community educator and advocate for the profession.

Explain the role of a professional in the area of expertise to community groups.

Join professional associations and organizations and serve in leadership capacity.

Assist individuals in making informed decisions.

Describe alternatives and help identify potential barriers.

Help client to understand potential outcomes.

Demonstrate the understanding of individual needs at various ages, stages and developmental milestones.

Obtain necessary credentials, licensures or state-specific requirements to prepare for a career in consumer services.

Examine consumer services laws and ethics to prepare for careers that require state licensure and/or careers that require specific credentials or skills.

Attend education classes to prepare for licensure examinations.

Pass examinations for licensures and maintain licensures with continuing education credits.

Plan educational program to assure career requirements are met.

Complete continuing education requirements.

Document completion of continuing education classes.

Maintain current and marketable business skills.

Communicate product or equipment features that meet the needs of clients and consumers.

Demonstrate product/equipment features to clients and consumers.

Confirm clients/consumers' understanding of product/equipment features.

Answer client and consumer questions confidently and accurately.

Conduct research on products and services.

Locate and synthesize product/service information.

Discuss research findings in everyday language.

Make consumer services recommendations meeting the needs of clients or customers.

Motivate clients.

Listen attentively.

Speak courteously and respectfully.

Include clients/consumers in planning.

Defuse clients/consumer's anger or skepticism.

Resolve conflicting interests.

Respond to client/consumer objections or complaints so that client/consumer shows satisfaction.

Apply client/consumer service techniques to complete transactions.

Manage objections with courtesy and defuse them.

Facilitate clients/consumer's follow-through with the transaction.

Maintain client/consumer relationship as client/consumer returns for services and refers others.

Elicit financial information and preferences through interviews with clients/consumers.

Obtain all necessary information.

Identify client/consumer preferences.

Advise customers using appropriate and relevant information.

Respond to questions appropriately.

Evaluate risk/reward relationships of consumer's preferences.

Recommend options related to situation.

Follow up with client/consumer on outcome of plan implementation.

Analyze financial/economic situations when making recommendations about consumer services.

Evaluate client/consumer resources versus product costs and client risk tolerance level.

Evaluate client/consumer resources versus cost.

Educate client/consumer about most beneficial choices.

Recommend best products, plans, or services for client/consumer.

Synthesize economic principles, client/consumer data, and math skills to produce comprehensive budgets, purchasing plans, and/or financial plans.

Produce attainable and manageable plans.

Produce plans showing benefits for clients/consumers.

Create plan to balance purchases, budgets, businesses, real estate investments, or portfolio investments.

Produce balanced plan, explaining to client/consumer how the plan provides balance.

Consult with co-workers or those knowledgeable in a field of expertise when needed to expedite solutions to problems.

Refer client/consumer to others if client/consumer will be better served.

Develop client/consumer recommendations using the appropriate investing or purchasing strategy.

Analyze clients/consumer's assets and purchasing power.

Evaluate options and choose options for maximum return and minimum risk.

Synthesize elements to produce purchase or investment recommendations that satisfy clients/consumers.

Use standard business processes or procedures to create consumer service information and facilitate client interactions.

Manage numerical information using a calculator.

Add, subtract, multiply, divide accurately.

Perform complex transactions accurately.

Use appropriate computer applications.

Use Internet to access current information.

Use Microsoft Word, Power Point, and Excel.

Write, send, and receive e-mail.

Use specialized software to prepare needed documents, accurately representing market analyses, contracts, projected outcomes, amortization, etc.

Use desktop software to produce advertising materials.

Create documents for client/consumer and office use.

Create website for Internet advertising.

Use computer technology to maintain product and client information.

Create product information such as brochures.

Establish and update customer database.

Use a variety of methods to educate audiences about consumer services.

Present comprehensive subject or product information.

Provide customized oral presentations and visual materials to specific audiences.

Confirm clients'/customers' understanding of product/equipment features.

Select and use key information to advertise consumer services.

Use the concept of 3-4 primary "info bites" for advertising in various forms of media.

Demonstrate knowledge of ethical and legal responsibilities associated with providing consumer services.

Model behaviors that demonstrate stewardship of client/consumer assets.

Provide beneficial help and suggestions to client/consumer.

Recognize when a client/consumer needs an advocate, and follow through with meeting these needs.

Model ethical behaviors in the relationship with a consumer services client/consumer.

Offer prompt, honest, and efficient services.

Protect client/consumer from fraud, deceit, or misrepresentation.

Immediately disclose any conflicts of interest.

Make recommendations for service based on the preferences and needs of the client/consumer.

Comply with the letter and spirit of laws and regulations related to retail, governmental, or private services.

Document any questionable conduct.

Inform clients and customers about protection agencies and their rights related to fraudulent practices.

Identify agencies and contact information of consumer protection agencies.

Apply business procedures and utilize equipment and facilities to produce satisfying client outcomes.

Manage funds.

Provide accurate records of receipts and disbursements.

Recommend options regarding investments, insurance, retirement, etc.

Create financial plan or purchasing plan for client.

Advise clients using appropriate and relevant information.

Complete paperwork for orders/purchases with accuracy.

Provide desired product to consumer.

Demonstrate product/equipment features to clients and customers.

Provide a safe, accessible, and psychologically suitable environment for client/consumer.

Evaluate accessibility to transportation.

Evaluate safety and security of the location.

Implement elements of a non-threatening environment.

Use clear written, spoken and non­verbal messages when communicating with clients about mental health services and the counseling process.

Explain mental health services based on the individual's choice and preference.

Evaluate client's state of readiness for counseling or other mental health services.

Document informed consent.

Select an effective strategy to educate the client about the counseling process by synthesizing information collected.

Document client acknowledgement of financial responsibilities.

Speak clearly, understandably, and to the point.

Analyze nonverbal behavior.

Ask open-ended questions.

Establish rapport, and enhance client confidence.

Listen attentively with eye contact.

Accurately repeat, rephrase, or interpret.

Display non-threatening body language.

Evaluate client's readiness for an open discussion.

Use the communication skills required to manage conflict with client.

Document client information and safeguard to maintain client confidentiality.

Prepare accurate and concise records including progress notes and discharge summaries.

Follow confidentiality guidelines.

Report in a timely manner.

Utilize functional and specialized assessments to evaluate needs and solutions for counseling and mental health.

Prepare file documents by evaluating and interpreting information.

Obtain past records whenever possible.

Obtain releases for information and consults with past mental health providers or others who may have helpful information.

Recognize issues and/or problems based on client participation.

Present evaluation for client response.

Address any denial of issues.

Suggest solutions that incorporate client's perceptions.

Contract for counseling plan.

Collaborate with client to draw up a resource list.

Evaluate client's progress in a timely manner.

Review progress notes and counseling plans routinely.

Communicate in unambiguous terms, avoiding technical language and jargon.

Encourage comments and questions.

Research interventions and theories that may be relevant.

Use proactive approach to problem-solving.

Develop a research-based plan to treat each client individually.

Document the use of updated theory and knowledge and associated results.

Evaluate client motivation, strengths and weaknesses to develop a client treatment program.

Refer client to other service providers to serve unusual or unexpected needs.

Match services to client level of need for least restrictive level of care.

Choose therapeutic strategy based on evaluation.

Create solutions to solve problems.

Evaluate options with client.

Negotiate agreement for using chosen solutions.

Evaluate success with client by comparing progress with desired objectives.

Time-limit treatment, based on progress.

Negotiate discharge with client.

Interpret client information to recommend proper care for crisis interventions.

Provide recommended level of care.

Provide client with resources to follow-through on recommendations.

Inform clients and supervisors about problems, solutions, successes, plans, and implementations.

Know and use organizational hierarchy.

Follow organizational and legal procedures regarding duty to report, crisis intervention, and out of the ordinary events.

Demonstrate knowledge of an operational mental health or counseling program that meets organizational goals.

Meet contractual obligations based on organizational policies and procedures.

Access information quickly.

Create a solution to enhance beneficial aspects of the organization and minimize malignant aspects of the organization.

Use resources for effective response to clients.

Use telephone, fax, and email for timely turnarounds.

Identify educational resources and support groups.

Collect data using online assessments.

Assist in career planning and job search opportunities for clients.

Provide a suitable facility to create a welcoming environment.

Evaluate accessibility to transportation.

Evaluate safety and security.

Provide a functional work environment, including equipment and utilities.

Plan furniture, rooms, and decor for a non-threatening environment.

Use business behaviors that provide privacy, autonomy, and dignity for clients from diverse backgrounds.

Demonstrate the ethical and legal responsibilities of counseling and mental health services.

Follow privacy regulations to ensure confidentiality of client information.

Guard session information.

Keeps records inaccessible to the general public.

Keep current on changing laws to ensure that all legal guidelines are followed.

Report abuse cases.

Report life-threatening situations after evaluating the intensity of suicidal or homicidal intent.

Release client records only under subpoena.

Choose appropriate counseling and therapy techniques to serve identified needs.

Create on-target solutions through assessment of difficulties with individual clients.

Document that client remains in treatment until discharged.

Document that client adjusts as predicted.

Document that client refers others.

Document that client returns when other problems arise.

Use techniques effectively and consistently to inspire client confidence.

Attend to client verbal behaviors, and respond consistently.

Attend to client nonverbal behaviors, and respond consistently.

Collaborate with clients to establish a milieu that encourages learning and change.

Document client's interest in assignments and follow-through.

Document client's follow-through with recommendations and change.

Collaborate with clients to develop solutions aligning to their cultural backgrounds.

Document that collaborations produce effective solutions resulting in client change.

Demonstrate communication techniques with children to facilitate ongoing development and enhance learning.

Interact with child as an individual and in group settings.

Interact with children on their level (e.g., bend down to engage children and provide support).

Confirm that staff members question children when appropriate.

Regularly engage parents in conversations concerning their child's development, child development in general, and current issues in the program or classroom.

Regularly engage children in meaningful conversations about areas of interest to the child.

Ask children to comment and question openly and often.

Rephrase and respond to comments appropriately and accurately.

Provide a positive role model to the children.

Interact with child in a positive manner.

Use grammatically correct speech in communication.

Engage children in meaningful and developmentally appropriate conversations to enhance learning and direct behavior.

Regularly engage children in meaningful conversations about areas of interest to the child.

Confirm that children understand and respond by following directions.

Use strategies when providing guidance/intervention for inappropriate behavior (e.g. redirection, appropriate choices, etc.).

Ask children for input on classroom rules and routines.

Communicate effectively with fellow staff members to facilitate child development activities.

Communicate about classroom activities.

Communicate scheduled meetings to parents and family.

Keep accurate meeting records.

Implement action plans that are agreed to by all parties.

Communicate about the developmental abilities of the children in the classroom.

Document in clear, concise writing the child's development and services provided.

Keep accurate records up-to-date and readily available.

Communicate information with staff and family members.

Develop a system that enables communication to be shared as appropriate and needed.

Develop a system to assure continual contact with parents, guardians and caregivers.

Document and share intervention strategies (when needed) regarding typical and atypical child development.

Respond quickly to situations that require adult intervention, such as injury or behavior issues.

Take immediate action to help a child, which may include first aid or calling 911.

Inform supervisor of problem and action.

Document incident report.

Maintain working knowledge of child development licensing and certification organizations to keep abreast of current procedures and changes.

Identify appropriate licensing regulations.

Document that program is compliant with current licensing regulations.

Respond to all licensing and certification communications in a timely manner.

Maintain required credentials.

Initiate communication as needed to resolve situations.

Respond proactively when problems arise.

Follow through with suggestions provided.

Cooperate with all service providers.

Respond to requests or concerns.

Follow through with solutions in a timely manner.

Meet state-specific early childhood requirements for employment and licensing regulations.

Document employee CDA certifications.

Document continuing education classes.

Create and maintain relationships between staff and parents/family members to encourage involvement and facilitate child development and learning.

Develop activities that promote staff and parent/family member involvement.

Greet parents and family members when they enter the program or classroom.

Use correct names for parents and family members.

Listen and talk to parents and families about their expectations and hopes.

Document parents' actions and comments indicating understanding of information provided.

Show respect for various family structures.

Demonstrate strategies to establish and communicate the parent's and family's role as primary teachers.

Request parents' suggestions for curriculum development.

Discuss child's progress with parents at formal and informal meetings.

Suggest developmentally appropriate activities that the parent can do with their child at home.

Educate families on the development of their child.

Write and phone parents/family regularly to inform them about child's progress and activities.

Provide parents with developmental information about their child and typically developing children of their child's age.

Evaluate safety and sanitation procedures associated with the early childhood education environment to assure compliance and prevent potential hazards.

Meet health requirements.

Provide a safe and sanitary environment.

Provide and maintain safety indoors and outdoors.

Provide supervision at all times.

Respond to emergency situations appropriately.

Follow organizational policies and procedures.

Adhere to ethical and legal responsibilities, laws and regulations to protect children and families.

Comply with early childhood education laws and regulations.

Follow through with reporting cases of child abuse.

Maintain confidentiality when handling any information concerning children, parents, or other staff members.

Demonstrate respect for diversity in the early childhood environment.

Treat children, parents, and other staff with respect at all times.

Recognize abuse and neglect.

Identify documentation needed in the reporting process.

Determine appropriate authorities and agencies for reporting incidents.

Report incidents following proper procedures.

Apply principles of child growth and development, including social, emotional, physical and cognitive milestones, to provide comprehensive program offerings.

Evaluate curriculum for compliance with state-specific and NAEYC standards.

Observe, assess, and document children's participation type and level.

Observe, assess, and document children's developmental progress.

Document that curriculum meets standards.

Evaluate child's strengths and needs.

Create rapport with the children and parents/family members.

Analyze children's developmental level from observation and elicited information.

Recognize developmental delays in children.

Analyze information and observations to individualize a plan of instruction for each child.

Observe, assess, and document that children can follow the plan successfully.

Observe, assess, and document children's progress.

Plan developmentally appropriate activities and lesson plans to reflect various cultures, interests, and developmental levels.

Observe, assess, and document children's progress.

Plan learning activities focused on various cultures.

Plan activities and practices that support the development of special needs children.

Implement activities and lesson plans to reflect various interests, cultures, and developmental levels including special needs.

Observe, assess, and document children's progress.

Identify community agencies to provide special needs services.

Provide books, posters, food, and music that represent diversity.

Evaluate curriculum for inclusiveness of children with special needs.

Evaluate curriculum for inclusiveness of children with special needs.

Use formal and informal assessment practices to create and evaluate a prevention and/or treatment plan.

Summarize a prevention/treatment plan based upon a synthesis of information about individual needs.

Evaluate individual progress.

Gather information and inform the participant about what to expect in the assessment process.

Complete verbal and written assessments to show the strengths and needs of participant.

Create interventions and implement a treatment plan based on identified individual needs.

Document client progress due to interventions.

Create solutions for clients that will help them make informed decisions using individual preferences and strengths.

Accurately identify concerns.

Collect client history to monitor patterns of behavior.

Identify individual problems, and analyze sources of difficulties.

Lead client to use problem-solving skills for finding solutions.

Connect client with additional resources to serve needs.

Identify community resources to provide family and community services.

Research to find agencies, organizations, and churches offering services.

Keep a portfolio of available community resources, such as transportation, social services, support groups, and advocacy groups.

Conduct a visit to a community resource site to become familiar with resources.

Keep names and phone numbers of contacts at each service.

Research and evaluate state and local social services provides.

Use proper referral procedure for each service.

Update information as needed to keep current.

Match individual's needs with identified community resources.

Document information that describes needs, preferences, strengths, and potential supports.

Communicate effectively to gain support from the client's family and other support groups.

Follow policies and procedures to assure compliance with local, state, and national regulations.

Adhere to job description.

Identify regulation violations.

Implement best practices.

Collaborate professionally with family members.

Document formal and informal meetings with family members.

Give, receive, and act upon feedback promptly and with sensitivity.

Provide a summary of visits and information gathered from family/friends.

Collaborate with an individual's support system to provide services.

Document information that describes needs, preferences, strengths, and potential supports.

Document client's satisfaction that his/her needs, preferences, etc. have been accurately identified.

Provide examples of information collected to inform individual clients of the goal-setting process.

Document an increase in frequency and number of contacts for the client.

Provide a summary of visits and information gathered from family/friends.

Comply with laws and procedures that govern abuse, neglect, confidentiality and other health and safety situations.

Follow legal and applicable procedures to report concerns of abuse, neglect, or exploitation.

Use and document quality assurance procedures.

Assure accessibility, security, and safety of program environment and transportation to all participants.

Document that the environment meets all applicable licensing and accreditation requirements.

Document and report situations to appropriate authorities.

Maintain client confidentiality while observing ethical and legal responsibilities.

Guard client information in conversation.

Keep client written information inaccessible to general public.

Follow policies and procedures of organization and laws and regulations in documentation of reporting requirements.

Use strategies for documenting essential information while respecting privacy.

Prepare indoctrination materials to ensure individuals are aware of rights regarding access to records and information.

Communicate clearly to clients their rights of access to records and their rights to refuse consent for release of information.

Evaluate crisis prevention, intervention and resolution techniques to formulate emergency plans.

Align individuals with prevention, intervention, or resolution techniques appropriate for the circumstances.

Formulate appropriate interventions likely to prevent crisis situations.

Manage the physical and social environment to reduce conflict and promote safety of participants, workers, and others when intervening in emergency situations.

Use appropriate techniques to ensure a safe environment.

Recognize when to seek outside assistance to address emergency situations.

Resolve a crisis or emergency situation.

Follow the organization's policies, procedures, and regulations regarding health and safety.

Manage information in a database.

Analyze basic principles of biology, chemistry and human anatomy for safe and effective utilization and selection of personal care products and services.

Identify appropriate uses of chemicals and their interactions.

Accurately mix products and formulas according to manufacturer's guidelines.

Identify danger signs of unsuccessful reactions.

React to danger signs with appropriate intervention.

Identify how to correct and treat adverse reactions.

Document adverse reactions and corrective actions taken.

Explain the functions and interdependencies of tissues, cells, and organisms.

Apply principles of functions and interdependencies as part of a daily routine.

Explain interactions among tissues, cells, and organisms with each other and the environment.

Apply principles of interactions as part of a daily routine.

Determine needed services based on the principles of human anatomy.

List the systems of the body, and describe their functions to gain familiarity with potential problems.

Recognize, identify, and work with anatomical structures accurately.

Evaluate an individualized personal care plan that reflects client preferences, needs and interests for a course of treatment/action.

Use several approaches to identify and evaluate alternatives.

Accurately describe alternatives.

Assist individuals to understand potential outcomes.

Help client identify potential barriers.

Evaluate customer feedback to determine how it may be best used to enhance or evolve future services.

Use customer feedback to enhance products and services.

Select appropriate resources to use with the client/family based upon industry-specific resources and client/family preferences.

Inform client/family of the process and realistic outcomes including possible risks, as well as rewards.

Develop a plan/program based on client/family wishes and feasibility.

Create a plan of treatment/action.

Initiate open discussion based on interpretation to elicit client information.

Negotiate for improving satisfaction if needed.

Deliver client services based on plan/program.

Document feedback of client/family satisfaction.

Utilize data and information to maintain electronic records of client services and make recommendations for personal care services.

Comply with established procedures to store and retrieve information.

Formulate a reliable conclusion through summarizing, comparing, and contrasting information.

Retrieve and analyze data/information.

Interpret information about a client, product, process, or topic needed to initiate action.

Accurately interpret data.

Use appropriate software to represent existing client, product, service, or topic information in a different form.

Describe and accurately summarize information/data using charts, graphs, and descriptive statistics.

Demonstrate policies and procedures to achieve a safe and healthy environment for personal care services.

Determine intervention strategies needed through evaluation of multiple emergency situations.

Document and report emergency situations and outcomes to appropriate authorities.

Use correct safety procedures that follow established guidelines, policies, and procedures.

Apply and adhere to OSHA and CDC guidelines.

Store chemicals in locked cabinets and secure keys.

Effectively anticipate, respond, and document situations involving health and safety.

Implement procedures to protect the health and safety of all individuals.

Document and report emergency situations and outcomes to appropriate authorities.

Develop organizational policies, procedures and regulations that establish personal care organization priorities, accomplish the mission, and provide high-quality service to a diverse set of clients and families.

Maintain effective working relationships with all levels of personnel within the organization.

Apply organizational priorities in daily work.

Model practices that demonstrate sensitivity to cultural, religious, disability, and gender issues.

Review financial markets and economic conditions to make successful financial choices.

Make successful investment choices.

Determine trends, factors, and potential issues that affect the financial aspect of the organization.

Determine where and how to establish a business account based on banking principles.

Establish and monitor a business account.

Evaluate media for maximum impact, targeting specific client populations.

Provide effective advertising of products/services.

Develop effective in-house documents and advertising materials.

Order and stock supplies/products/inventory from vendors.

Place orders accurately, and choose carefully for cost-performance ratio.

Maintain inventory that allows for satisfactory customer service while building a profitable business.

Maintain current and accurate client records using office/records management systems.

Maintain accurate client records.

Use client records to effectively respond to client inquiries.

Select and maintain service equipment to provided continued client services.

Deliver services using functional equipment.

Troubleshoot problems with business equipment.

Contact appropriate repair and maintenance services.

Utilize time management skills.

Maintain a business/appointment schedule.

Document customer satisfaction.

Identify personal care business opportunities enhanced by community involvement, self-improvement and current trends.

Maintain a helpful profile in the professional community and in the larger community to enhance community life.

Join professional associations and organizations and serve as officer, project leader, etc.

Join and serve in community groups or organizations (e.g., Kiwanis, Jaycees, etc.).

Act as a community educator and advocate for the profession.

Explain the role of a professional in the area of expertise to community groups.

Conduct workshops, responding to questions and comments.

Evaluate progress towards goals and self-improvement by using performance information.

Evaluate self for performance and technical improvement needed.

Develop a written professional development plan.

Maintain licensure/certification as required.

Request feedback of co-workers, clients, and supervisor to improve performance.

Research current techniques and trends to improve services.

Interpret data compiled.

Develop strategies for implementing a plan of action.

Apply methods of obtaining feedback to understand expectations and promote high-quality personal care services standards.

Identify client/family needs through evaluation of information elicited through various methods.

Provide services based on assessment, aligning with client characteristics.

Provide high quality services and products.

Apply quality standards to all services and products.

Design alternative delivery of services to serve special needs clients.

Match delivery of services to needs of client/family.

Create a customer satisfaction survey to collect feedback on services provided.

Make adjustments based on survey data.

Use a customer satisfaction survey to collect feedback on services provided.

Evaluate feedback to determine future services or enhance existing services.

Demonstrate knowledge of technology and materials

Describe key material properties as they relate to machining efficiency

Explain material properties and tooling processes to created finished products

Describe the different types and uses of metal (e.g., ferrous metals, non-ferrous metals, high temperature metals and rare metals) and woods (e.g., hardwood, softwood)

Determine the hardness values of different materials

Explain types of tool wear and their consequences

Discuss which parameters to change to improve unfavorable tool failures and/or poor surface finish of parts

Demonstrate ability to interpret blueprints and layout

Examine and interpret engineering drawings to manufacture an object

Apply knowledge of engineering drawing to machining process

Use modern-day electronic systems to look up most current version of engineering drawings need for manufacturing

Define the information necessary to complete a machining task such as materials to be used, required surface finish, tolerances, quantity of units etc.

Distinguish between detail and assembly drawings

Use precision measuring and layout instruments and inspection processes to ensure quality of a finished product

Demonstrate knowledge of machining operation and control

Manage and coordinate the operation of the cutting pieces, feeds, and mounts associated with both manual and computer-numerical controlled (CNC) machining tools to complete advanced projects involving mills, lathes, and grinders

Correctly, safely, and efficiently schedule, configure, administer, and verify heattreatments to machined parts according to blueprint specifications

Demonstrate the following higher functions: cutter diameter compensation; comfort with built-in risk management systems

Demonstrate how to inspect and assess the condition of tools and maintain them so that they are safe and operational

Demonstrate knowledge of machining production and processing

Describe and demonstrate various machining techniques including procedures on drill press, lathe, saw grinders, and milling machines

Solve manufacturing-related problems by analyzing and weighing the constraining factors including schedule, cost, materials, and equipment, as well as productivity, regulations, maintenance, and quality

Employ statistical quality control test methods and techniques, especially on large volume processes, to minimize defects and waste due to poor quality

Demonstrate knowledge of tool setup and required best-practices

Demonstrate tool and holder assembly with use height gage and pre-setter

Demonstrate tool and holder balancing to required standards

Follow best practices for assembly of tools using: Shrink Fit system, Collet systems, Weldon-Flats, and bold on systems

Rotate inserts on indexable cutting tools

Demonstrate ability to use CNC machines to manufacture parts

Produce parts to specifications or drawings provided on a computer numerical controlled mill or lathe

Employ basic G and M Programming focusing on the use of the Cartesian coordinate system and machine axis

Demonstrate methods by which programs can be entered into a controller

Demonstrate the setup and safe operation of a CNC turning or milling center

Demonstrate a tool change and tool selection to complete a multistep process on a CNC milling or turning center

Demonstrate operation and preventive daily maintenance of a CNC Lathe machine

Demonstrate operation and preventive daily maintenance of a CNC Mill machine

Apply quality control tools and techniques to manufacturing processes, systems, and products

Analyze production controls and manufactured parts specifications using quality control techniques and precision measuring tools

Measure, weigh, and visually inspect machine parts, surface finish measurements

Use the appropriate instrumentation to measure tolerances as required in the engineering drawings

Apply data collection for part buyoff and related documentation

Validate that a provided part meets specifications from its engineered drawing by comparing specifications

Record and compare data to given project specifications; interpret results

Demonstrate ability to prove out a program using single block, lowered rapid rates, and using Distance to Go screen on control

Describe knowledge of lifting devices

Demonstrate safe use of lifting devices and rigging equipment (e.g., cranes, jibs, slings, magnets, specialized lifting devices)

Demonstrate ability to use lift trucks, stackers, pallet jacks for moving material

Apply mathematical and measurement concepts to the machining process

Select appropriate tools and accurately measure solid shapes and parts

Perform basic mathematical calculations and/or calibrations using tools such as micrometers, verniers, and gages

Calculate the speeds, feeds, and depth of cut for various machines and materials

Determine the appropriate units and record accurate and repeatable measures of length, diameter, and thickness to complete projects using appropriate tools

Apply principles of trigonometry, Cartesian geometry, and/or polar geometry, distinguishing which principles apply to a given machining tool and when

Use angle gages, a plate contractor, a universal bevel protractor with vernier scale, square and/or a sine bar and gage clocks or adjustable parallel

Determine the appropriate units and record accurate and repeatable measurement of material properties such as hardness, pH, and load elongation test curves of stress, strain, modulus and yield

Interpret test values and curves and use calculated results to make informed decisions

Demonstrate an understanding of the Properties of Metallurgy

Describe the mechanical properties of metals and their importance in the welding process including tensile, strength, hardness, elasticity, ductility, toughness, and brittleness

Demonstrate techniques to mitigate the effects of thermal expansion and contraction that occur during the welding process

Explain the effect that thermal conductivity and specific heat have on various metals such as steel and aluminum

Demonstrate an understanding of material removal techniques

Demonstrate knowledge of angle grinder, die grinders and abrasives

Demonstrate knowledge of Oxy-fuel Cutting (OFC-A)

Demonstrate knowledge of Plasma Arc Cutting (PAC)

Demonstrate knowledge of Air Carbon Arc Cutting (CAC-A)

Demonstrate an understanding of safety hazards, protective devices used, and operations of Shielded Metal Arc Welding (SMAW) equipment

Recognize the AWS filler metal specification system and various electrode characteristics

Describe characteristics of the four main electrode groups

Explain how to select electrodes and describe their proper care and handling

Select the proper electrodes for any given welding task

Perform multi-pass groove welds in all positions according to industry standards

Demonstrate the proper handling and storage of electrodes

Demonstrate understanding of set-up and procedure for Gas Metal Arc Welding (GMAW)

Safely set up equipment for gas metal arc welding (GMAW)

Explain the advantages of GMAW over conventional electro-type arc (stick) welding

Explain factors that affect electrode selection for gas metal arc welding (GMAW)

Use the gas metal arc welding method and various metal transfer methods to demonstrate how to pad beads and make fillet welds on plain carbon steel in all feasible positions

Set-up and perform SMAW-S (short-circuit) multiple-pass V-groove welds on carbon steel plate coupons in multiple positions using solid or composite wire and shielding gas

Perform fillet and groove welds in all positions

Demonstrate proper set-up and procedure for Flux Cored Arc Welding (FCAW)

Safely set up equipment for flux cored welding (FCAW)

Explain multiple factors that affect electrode and shielded gas selection for Flux Cored Arc Welding

Use various electrodes and the Flux Cored Arc Welding process to demonstrate how to pad beads and make filled welds on plain carbon steel in all feasible positions

Explain the distinctive features of Flux Cored Arc Welding

Demonstrate how metal transfer is affected by arc-control, self-shielded, and gas-shielded FCAW

Demonstrate proper set-up and procedure for Gas Tungsten Arc Welding (GTAW)

Safely set up equipment for Gas Tungsten Arc Welding

Explain multiple factors that affect electrode selection for Gas Tungsten Arc Welding

Use various electrodes and the Gas Tungsten Arc Welding process to demonstrate hot to pad beads and make fillet welds on plain carbon steel, stainless steel, and aluminum in all feasible positions

Explain the distinctive features of Gas Tungsten Arc Welding

Successfully apply various quality control methods to the welding process

Describe various defects found in welded products

Discuss the value of having clean material before starting a weld and the importance of doing it right the first time

Differentiate between destructive and nondestructive tests used as quality control techniques to prevent defects

(Measure and visually inspect welded products for acceptability to American Welding Society QC-10 standards

Record discontinuities and defects and compare data to given project specifications; recommend changes to reduce defects in the manufacturing process

Distinguish between the guided-bend test and the free-bend test; explain when it is most appropriate to apply each test; demonstrate the use of each test and properly document results conforming to AWS requirements

Demonstrate knowledge of math and blueprints that apply to welding design and layout

Demonstrate good math skills including basic geometry, fractions, decimals, multiplication, and circle math (e.g., establish radius)

Interpret and demonstrate the planning and layout operations used in the welding process (e.g., interpret scaled welding blueprints, perform calculations, analyze welding symbols, drawings, and specifications)

Identify, sketch, and explain the five basic weld joint designs (i.e., butt, lap, tee, outside corner, and edge)

Demonstrate knowledge of welding standards and certifications

Demonstrate an understanding of Welding Procedure Specification (WPS) and Procedure Qualification Record (PQR) Development as specified by the American Welding Society

Demonstrate the ability to review a welding procedure specification and conduct a welding procedure test

Demonstrate knowledge of preferred Industry Certifications for welding and the requirements for successful examination

Describe what is required to achieve certification in the following American Welding Society modules: Shielded Metal Arc Welding (SMAW), Gas Metal Arc Welding (GMAW), Flux Cored Arc Welding (FCAW), and Gas Tungsten Arc Welding (GTAW)

Describe the individuals and organizations that collaborate to provide marketing services

Describe how individuals from different disciplines collaborate to provide marketing services (e.g., marketing, advertising, product management, public/ customer relations, customer service, media & entertainment, social media, graphic design, finance, and accounting)

Identify the roles and responsibilities of employees in the marketing field (e.g., marketing assistants; marketing specialists; marketing, product marketing, sales, communications, and digital media managers; brand ambassadors; content marketing, public relations, and search engine optimization specialists; market research analysts; social media coordinators; graphic designers; sales representatives; fundraisers; marketing teachers)

Identify the types of organizations that are engaged in marketing (e.g., non-profits, small companies, corporations, financial services providers, political groups)

Demonstrate understanding of concepts and strategies used to explore, obtain, and develop in a marketing career

Demonstrate understanding of responsibilities in marketing to demonstrate ethical/legal behavior

Explain the need for professional and ethical standards

Explain employment opportunities in marketing

Describe career pathways in marketing

Describe networking strategies

Demonstrate understanding of the concepts and processes needed to obtain, develop, maintain, and improve a product or service mix in response to market opportunities and/or to build brand for the organization

Acquire a foundational knowledge of product/service management to understand its nature and scope (e.g., explain the nature and scope of the product/service management function, the management of product/service profitability, the impact of product life cycles on marketing decisions, the use of technology in the product/service management function, and/or business ethics in product/service management)

Explain product mix and product bundling

Generate product ideas to contribute to ongoing business success (e.g., identify product opportunities and ideas, implement techniques to generate a product idea)

Position products/services to acquire desired business image (e.g., describe factors used by marketers to position products/services, explain the nature of product/service branding, describe the role of customer voice in branding)

Demonstrate how to position company to acquire desired business image (e.g., describe corporate branding and factors used by businesses to position corporate brands, identify customer touch points)

Explain and apply quality assurances to enhance product/service offerings (e.g., grades and standards, warranties and guarantees, consumer protection provisions of appropriate agencies)

Demonstrate understanding of the concepts and processes needed to identify, select, monitor, and evaluate sales channels

Acquire foundational knowledge of channel management to understand its role in marketing (e.g., explain the nature and scope of channel management, explain the nature of channels of distribution, describe the use of technology in the channel management function, explain legal considerations in channel management, describe ethical considerations in channel management)

Explain how to manage channel activities to minimize costs and to determine distribution strategies (e.g., describe how to coordinate channel management with other marketing activities, explain the nature of channel-member and affinity partner relationships)

Demonstrate understanding of the concepts, systems, and tools needed to gather, access, synthesize, evaluate, and disseminate information for use in making business decisions

Acquire foundational knowledge of marketing-information management to understand its nature and scope (e.g., describe the need for marketing data, identify data monitored for marketing decision making, explain the nature and scope of the marketing-information management function, explain the role of ethics in marketing-information management, describe the use of technology in the marketing-information management function, describe the regulation of marketing-information management)

Explain the nature of marketing research and its problems/issues

Interpret marketing information to test hypotheses and/or to resolve issues (e.g., explain techniques for processing marketing data, monitor/measure customer “buzz,” explain the use of descriptive statistics in marketing decision making)

Demonstrate understanding of data-collection methods to evaluate their appropriateness for the research problem/issue (e.g., describe data-collection methods [e.g., observations, mail, diaries, telephone, Internet, discussion groups, interviews, scanners, tracking tools], explain characteristics of effective datacollection instruments). Demonstrate understanding of marketing-research design considerations to evaluate their appropriateness for the research problem/issue (e.g., describe methods used to design marketing research studies [i.e., descriptive, exploratory, and causal], describe options businesses use to obtain marketing research data [i.e., primary and secondary research], discuss the nature of sampling plans [i.e., who, how many, how chosen])

Evaluate marketing research procedures and findings to assess their credibility (e.g., identify sources of error in a research project, evaluate questionnaire design, assess appropriateness of marketing research for the problem/issue)

Demonstrate understanding of the concepts and tactics utilized to determine and target marketing strategies to a select audience

Explain the concept of marketing strategies

Explain the concept of market and market identification

Employ marketing-information to plan marketing activities (e.g., explain the nature of marketing planning and plans and sales forecasts, explain the role of situation analysis)

Demonstrate understanding of concepts and strategies utilized in determining and adjusting prices to maximize return and meet customers’ perceptions of value

Explain the nature and scope of the pricing function

Explain factors affecting pricing decisions

Describe the role of business ethics in pricing

Explain the use of technology in the pricing function

Explain legal considerations for pricing

Demonstrate understanding of the concepts and strategies needed to communicate information about products, services, images, and/or ideas to achieve a desired outcome

Acquire a foundational knowledge of promotion to understand its nature and scope (e.g., explain the role of promotion as a marketing function, explain the types of promotion, identify the elements of the promotional mix, describe the use of business ethics in promotion, describe the use of technology in the promotion function, describe the regulation of promotion)

Explain promotional channels used to communicate with targeted audiences (e.g., types of advertising media, word-of-mouth channels used to communicate with targeted audiences, direct marketing channels, communications channels used in sales promotion, communications channels used in public-relations activities)

Explain the components of advertisements and the importance of coordinating elements in advertisements

Demonstrate understanding of the use of public-relations activities to communicate with targeted audiences (e.g., identify types of public-relations activities, discuss internal and external audiences for public relations activities)

Demonstrate understanding of the concepts and actions needed to determine client needs and wants and respond through planned, personalized communication that influences purchase decisions and enhances future business opportunities

Acquire a foundational knowledge of selling to understand its nature and scope (e.g., explain the nature and scope of the selling function, the role of customer service as a component of selling relationships, company selling policies, key factors in building a clientele, legal and ethical considerations in selling, the use of technology in the selling function)

Analyze product knowledge to identify and communicate product features and benefits and to ensure appropriateness of product for the customer

Demonstrate understanding of sales processes and techniques to enhance customer relationships and to increase the likelihood of making sales (e.g., explain the selling process, discuss motivational theories that impact buying behavior)

Apply verbal and internal and external business correspondence skills to obtain and convey information

Demonstrate the ability to communicate verbally (including on the phone), in writing, and using electronic communication tools in the context of marketing

Describe social platforms in depth

Prepare day-to-day content for social platforms

Write contact reports, white papers, pitch/sales letters, new business pitches, and marketing emails

Plan and participate in mock-up client presentations (includes strategies and research findings)

Adhere to workplace practices

Explain and follow workplace standards, rules, and regulations

Show up on time and prepared to work

Demonstrate the ability to take direction, be proactive, and work independently

Exhibit personal responsibility and accountability

Apply professional and ethical standards of the industry to personal conduct

Maintain integrity and promote personal and professional integrity in co-workers

Take responsibility and carry out work assignments

Practice cultural competence

Demonstrate awareness of issues related to diversity, equity, and inclusion

Work effectively with colleagues of differing abilities, cultures, and backgrounds

Describe issues relating to workplace harassment

Model behaviors that are respectful and sensitive of others

Demonstrate teamwork and conflict resolution

Demonstrate the ability to collaborate and contribute to the work of a diverse team

Explain when it is appropriate to lead and when to follow another’s lead

Demonstrate strategies for resolving issues with coworkers

Communicate clearly and effectively

Listen attentively, and speak and write clearly to convey information correctly

Interpret information and instructions presented in verbal and written form

Demonstrate effective communication with colleagues, supervisors, customers, and suppliers

Demonstrate the ability to communicate verbally, in writing, and using electronic communication tools

Employ critical thinking to solve problems

Recognize problems in the workplace and diagnose their root causes

Develop well-reasoned plans to solve identified challenges

Apply and follow through on plans to ensure that problems are resolved

Demonstrate creativity and innovative thinking

Develop ideas to solve problems in new and different ways

Investigate one’s own and others’ ideas to find those with greatest applicability

Develop and deploy plans to implement new ideas in the workplace

Demonstrate fluency in workplace technologies

Demonstrate knowledge and application of general technology skills, including hardware and software commonly used in the industry

Use online communication, networking tools and social networks to access, manage, evaluate, and create information to successfully function in a knowledge economy

Describe and demonstrate a fundamental understanding of the ethical, legal, and security issues surrounding access to and use of information technologies

Plan, organize, and manage work

Identify an intended project outcome including available inputs, materials, labor, timeline for producing work, and job-site obligations

Effectively plan, monitor, and complete projects on time and within budget using available resources and materials

Demonstrate ability to write coherent reports and project summaries to communicate the progress of project work and its adherence to schedule

Make informed career decisions

Identify job and entrepreneurial opportunities in the industry and the required education and credentials to obtain employment

Set short- and long-term career goals based on personal interests and aptitudes

Maintain a project portfolio

Develop a professional resume

Explain and demonstrate how to cultivate and maintain a professional presence in an online environment, including the appropriate use of social media and networking platforms

Demonstrate an understanding of techniques, strategies, and systems used to foster self-understanding and enhance relationships with others

Manage internal and external business relationships to foster positive interactions (e.g., explain the impact of business customs and practices on global trade, describe the nature of business customs and practices in the North American market and regions of the world)

Describe the concept of lifetime value of a customer (retention vs. turnover)

Demonstrate an understanding of the techniques and systems that businesses use to plan, staff, lead, and organize its human resources

Explain how to manage staff growth and development to increase productivity and employee satisfaction (e.g., how to ensure staff understanding of responsibilities, duties, functions, and authority levels, supervise marketing positions, determine adequacy of training courses, assess marketing personnel’s ability to react to market developments)

Describe techniques to staff an organization or a department within an organization (e.g., staff key marketing positions)

Explain how to implement organizational skills to facilitate others’ work efforts (e.g., how to determine internal/external resource requirements and responsibilities for projects).

Demonstrate an understanding of technologyrelated tools needed to access, process, maintain, evaluate, and disseminate information to assist business decision-making

Explain how or demonstrate ability to use information-technology tools to manage and perform work responsibilities (e.g., analyze the impact of technology on marketing, automate services, analytical tracking guide business decision-making)

Describe strategy to remain current as technology use in marketing evolves (e.g., artificial intelligence, ecommerce, video production)

Demonstrate an understanding of the processes and systems implemented to monitor, plan, and control the day-to-day activities required for continued business functioning

Implement (or explain how to implement) basic expense-control strategies to enhance a business’s financial wellbeing (e.g., track invoices)

Implement (or explain how to implement) purchasing activities to obtain business supplies, equipment, resources, and services (e.g., determine sources of relevant, new marketing data, evaluate options to purchase or sell marketing data)

Describe or determine technology security strategies needed to protect customer information and company image (e.g., describe how to maintain security of marketing data, explain security considerations in marketing management)

Describe or apply operational policies to perform procedures and activities that ensure marketing’s efficiency and effectiveness (e.g., cleanse existing marketing data to maintain relevancy, apply marketing analytics)

Describe how to or utilize business systems to expedite workflow and enhance a business’s image (e.g., document marketing processes)

Demonstrate understanding of corporate social responsibility (e.g., pollution, impact of marketing decisions on the environment)

Demonstrate an understanding of the concepts and processes needed to obtain, develop, maintain, and improve a product or service mix in response to market opportunities and to build brand for the organization

Assess product packaging to improve its function and to improve its brand recognition (e.g., assess product-packaging requirements, evaluate graphic design on packages, evaluate adequacy of product packaging)

Position products/services to acquire desired business image (e.g., develop positioning concept for a new product idea, communicate core values of product/service, identify product’s/service’s competitive advantage)

Apply quality assurances to enhance product/service offerings (e.g., determine the impact of product standards’ issues associated with global business)

Employ product-development processes to maintain up-to-date product pipeline (e.g., explain new product-development processes)

Demonstrate an understanding of the concepts, systems, and strategies needed to gather, access, synthesize, evaluate, and disseminate information for use in making business decisions

Report findings to communicate research information to others (e.g., provide sales analysis reports)

Manage marketing information to guide and assess promotional activities (e.g., measure media audience, leverage data to recommend personalized, relevant campaigns and support real-time customization of customer interactions)

Employ marketing-information to aid in making and evaluating channel-management decisions (e.g., track channel management cost data, collect product quality data to aid in making channel-management decisions, obtain and track information about domestic and foreign suppliers/manufacturers)

Demonstrate an understanding of the concepts and strategies needed to communicate information about products, services, images, and/or ideas to achieve a desired outcome

Plan marketing communications to maximize effectiveness and to minimize costs (e.g., explain the nature of a promotional plan, coordinate activities in the promotional mix)

Identify ways to track marketing-communications activities

Demonstrate understanding of design principles to be able to communicate needs to designers (e.g., describe the use of color in advertisements, describe the elements of design, explain the use of illustrations in advertisements, discuss the nature of typography explain type styles used in advertisements, describe effective advertising layouts, identify types of drawing media, explain the impact of color harmonies on composition, describe digital color concepts)

Participate in company’s community outreach involvement to foster a positive company image and to meet other professionals (e.g., explain the importance of company involvement in community activities, propose community issues for company involvement, participate in community outreach activities)

Create written briefs for outside agencies/consultants to aid in promotional planning and development

Demonstrate an understanding of the techniques and strategies used to foster positive, ongoing relationships with customers

Foster positive relationships with customers to enhance sales (e.g., use digital media to enhance customer post-sales experience)

Demonstrate an understanding of the processes and systems implemented to monitor, plan, and control the day-to-day activities required for continued business functioning

Acquire foundational knowledge of distribution to understand its role and function (e.g., explain the nature and scope of distribution, explain the relationship between customer service and distribution)

Demonstrate an understanding of the concepts, systems, and tools needed to gather, access, synthesize, evaluate, and disseminate information for use in making business decisions

Employ marketing information to plan marketing activities (e.g., describe the use of target marketing in professional selling)

Process marketing information to test hypotheses and/or to resolve issues (e.g., analyze market information)

Demonstrate an understanding of the concepts and actions needed to determine client needs and wants and respond through planned, personalized communication that influences purchase decisions and enhances future business opportunities

Demonstrate understanding of sales activities to show command of their nature and scope (e.g., explain the impact of sales and buying cycles, describe the impact that digital communication is having on selling)

Acquire product knowledge to communicate product benefits and to ensure appropriateness of product for the customer (e.g., identify emerging trends for use in selling, differentiate between consumer and organizational buying behavior)

Employ sales processes and techniques to enhance customer relationships and to increase the likelihood of making sales (e.g., build rapport and credibility with prospect, respond appropriately to prospect’s individual personality type, determine prospect’s buying motives for use in selling, facilitate prospect’s buying decisions, question/probe to acquire understanding of prospect [priorities, problems, trends, issues, corporate aims and objectives, processes, buying process and criteria, and trading preferences], assess prospect’s needs in relation to product offering, propose solution to prospect’s needs/challenges [sales talk, sales proposal presentation], demonstrate product solution for prospect’s needs, convert customer/client objections into selling points, close the sale, negotiate sales terms/agreement, oversee fulfillment/completion of sale, sell good/service/ idea to individuals, sell good/service/idea to groups)

Perform pre-sales activities to facilitate sales presentation (e.g., explain the use of marketing-research information in professional selling, prospect for customers, conduct preliminary customer/client qualification, conduct previsit research [e.g., customer’s markets/products, customer’s competitors, and competitors’ offerings], determine sales strategies, book appointments with prospective clients, prepare sales presentation prepare and/or assemble sales materials)

Demonstrate an understanding of sale completion, support, follow-up and planning

Explain how to or conduct post-sales follow-up activities to foster ongoing relationships with customers (e.g., plan follow-up strategies for use in selling, prepare sales reports, provide post-sales service, gather customer/client feedback to improve service, conduct self-assessment of sales performance)

Describe how to or plan sales activities to increase sales efficiency and effectiveness (e.g., plan strategies for meeting sales quotas, develop strategies to win back former customers)

Describe or conduct sales-support activities to meet prospect’s needs/ requirements (e.g., write product/service proposal, present proposal)

Explain how to or process the sale to complete the exchange (e.g., calculate miscellaneous charges, process special orders, process telephone orders, process sales documentation)