North Knox Business Curriculum

Transcription

1 North Knox Business Curriculum February, 1999 Program Outcomes Understand the use of business-related technological hardware and software and be adaptable to future technological developments. Possess a general knowledge of the business world and the basic skills of business management. Have a basic understanding of the benefits, requirements, and responsibilities of business management and ownership. Understand the relationship between business and the individual, government, society, environment, and law. Understand basic principles of accounting, law, office management, and other business-related skills and concepts. Understand how to succeed at business-related careers. Development facilitated by Ten Sigma

2 Keyboarding -- Grade 7 1. The student will be able to keyboard using the touch typing system. A. The student will use proper posture and hand position. B. The student will use proper keyboard techniques for touch control of alphabetic, numeric, symbol keys and space bar. 2 The student will have a working knowledge of such keyboarding and word processing terms as hardware, software, disk drives, cursor direction keys, function keys, special word processing functions such as search and replace and inserting special characters, the insert and delete keys, how to use file names, headers and footers, and menus and directories, how to format, proofread (as well as use the spell checker) and print a document. 3. The student will be able to save and retrieve from both a hard drive and a floppy drive. 4. The student will apply the rules regarding the spacing with punctuation marks. 5. The student will use proofreader's marks. 6. The student will be able to type single-page, unbound reports and a left-bound, multiple page report with title page, table of contents and a header. 7. The student will be able to type block and modified block style letters and to fold and insert into standard small and large envelopes. 8. In order to do the above keyboarding tasks the student will use a word processing software program. At the present time that software is Microsoft Works. NK Business - page 2

3 Media Skills -- Grade 7/8 1. Student will be able to save to and retrieve files from a floppy disk and a fixed disk. 2. Student will be able to take pictures with the digital camera. 3. Student will be able to digitize the pictures and save them to disk in jpg or bmp format. 4. Student will be able to scan pictures, resize them, make them brighter and save them to disk in various formats. 5. Student will be able to create a HyperStudio stack. A. Create a card B. Add borders, clip art, graphic objects backgrounds, transitions C. Resize the pictures D. Animation E. Add sound 6. Student will be able to create a basic web page using a web editor. A web page consists of: a. background b. text c. pictures (images) d. links 7. Student will be able to make server screen savers--prepared by using LinkWay. 8. Student will be able to do newspaper development using Microsoft Works and Microsoft Publisher: a. Headlines b. News stories c. Features d. Sports e. Opinions f. Layout a. importing text b. importing pictures g. Distribution NK Business - page 3

4 Technology Assistant -- Grade 7/8 1. Student will be able to save to and retrieve files from a floppy disk and a fixed disk. 2. Student will be able to take pictures with the digital camera. 3. Student will be able to digitize the pictures and save them to disk in jpg or bmp format. 4. Student will be able to scan pictures, resize them, make them brighter and save them to disk in various formats. 5. Student will apply research techniques for the Internet and do research for teachers and others. 6. Student will be able to create web pages using a web editor such as AOLPress. A web page consists of: a. background b. text c. pictures (images) d. links 7. Student will be able to do many word processing projects such as mailing labels, booklets, cards, calendars, etc., using Microsoft Works and Print Shop. NK Business - page 4

5 Keyboarding Grades 9-12 Keyboarding is a one semester, singlet period course. Students develop touch keyboarding skills with emphasis on entering alphabetic, numeric, and symbol information on a keyboard and keypad using the touch system. Upon completion of the course, students should be able to operate more efficiently any typeof input equipment that has a basic keyboard. 1. Keyboarding Skills A. Identify and operate equipment, including startup and exit procedures. B. Key alphabetic, numeric, and symbolic data using the proper technique. C. Demonstrate correct position while using a keyboard. D. Key numeric data using the ten-key pad. E. Demonstrate and build accuracy and speed in keying material. 2. Formatting/Application Skills A. Identify and utilize software features that facilitate formatting document styles.. B. Format, key, and edit business and personal letters in various styles. C. Format, key, and edit business letters that include special features such as mailing notation, attention line, subject line, company name in closing, enclosure notation, copy notation postscript, enumerated items, and off-size paper. D. Format, key, and edit envelopes and labels using format approved by the USPS. E. Format, key, and edit multi-column tables including open, ruled, and boxed tables with or without source notes - tables should include main headings, secondary headings, and column headings. F. Format, key, and edit memorandums. G. Format, key, and edit outlines. H. Format, key, and edit reports with and without footnotes. I. Format, key, and edit documents such as agenda, minutes of a meeting, itinerary, newsletter, and news release. J. Format, key, and edit business forms such as purchase orders, purchase requisitions, expense reports, invoices, and other financial statements. K. Format, key, and edit documents in special areas such as legal, medical, and government. L. Utilize templates, mail merge, find and replace, and other emerging features when appropriate. M. Format, key, and set margins on a typewriter.. 3. Proofreading Skills A. Identify errors using the proper proofreader s marks before making corrections. B. Know grammatical rules for word division, number usage, capitalization, punctuation, and abbreviations. C. Proofread and edit documents for spelling, word division, number usage, capitalization, punctuation, abbreviations, and accuracy of content and expression. 4. Communication Skills A. Format, key, and edit exercises containing errors in verb usage, pronouns, content, expression (clarity), and simple and complex sentences. B. Compose, format, and key appropriate memorandums, business and personal letters. NK Business - page 5

6 5. Employment Search Skills A. Compose, format, and key a resume and letter of application. B. Complete an employment application form. C. Compose, format, and key an interview follow-up letter and other employment related correspondence D. Demonstrate knowledge of ethical conduct. E. Explore career possibilities, in particular, those which require keyboarding skills. NK Business - page 6

7 Computer Applications Grade 10 This one semester, one period course is designed to provide the student with fundamental concepts to use the microcomputer for applications. Applications including Dos, Windows, spreadsheet, database, graphics, word processing, and software integration wil be utilized. Additional concepts and applications dealing with telecommunications and desktop publishing will be introduced as well as future technology that becomes available. This course is required for graduation. 1. Know and use correct keyboarding techniques. A. Use appropriate software to review operation of the keyboard. B. Know correct keyboarding position and correct operation of computer hardware. 2. Know components of a computer system. A. Define related terminology. B. Apply basic troubleshooting techniques when hardware problems arise. 3. Know basics of an integrated software application (Microsoft Works). A. Start Works. B. Be able to identify parts of the screen. C. Be able to open and close documents. D. Be able to save documents on a disk. 4. Know how to use the computer to enter and edit text. A. Be able to start the word processor and create new documents or retrieve existing files. B. Key text into the word processor to create new documents. C. Be able to edit, move, and copy text. D. Be able to spell check, preview, and print documents. E. Be able to type different styles of letters, a resume, and a letter of application. F. Be able to type reports. G. Be able to use margins, indents, different types of alignment, different font styles and sizes, tabs. H. Be able to use available templates and to create new templates. I. Be able to create and use macros. J. Be able to create professional looking documents using borders and pictures. K. Be able to use headers, footers, and footnotes. 5. Understand how to create and use a spreadsheet. A. Be able to identify the parts of a spreadsheet. B. Be able to enter data in the spreadsheet. C. Be able to move the highlight in the spreadsheet and change the appearance of a cell. D. Be able to save the spreadsheet file. E. Be able to copy and move data. F. Be able to insert and delete columns and rows. G. Be able to freeze and protect parts of a spreadsheet. H. Be able to create, use, and edit spreadsheet formulas. I. Be able to identify, create, save, and print spreadsheet charts. NK Business - page 7

8 6. Understand how to create and use a database. A. Identify the parts of a database. B. Use list and form views. C. Be able to move the highlight, add records, and delete records in the database. D. Be able to save and print parts of a database. E. Be able to design fields. F. Be able to perform calculations in a database. G. Be able to hide and protect parts of a database. H. Be able to copy data to other entries. I. Be able to search a database. J. Be able to sort data in a database. K. Be able to query a database. L. Be able to create a database report. M. Be able to name, save, and print a database report. N. Be able to sort and group records in a database report. 7. Understand how to use more than one Works tool to create a document. A. Be able to copy among documents. B. Be able to use linking to integrate documents. C. Be able to create a form letter. 8. Have knowledge of telecommunications basics. A. Define terminology related to modem communication NK Business - page 8

9 Accounting I Grades This year long course consists of skills needed to be an accountant. Although this course is designed for future vocational use, practical skills such as writing checks, making deposits, reconciling bank statements, and filling out tax forms are also learned. 1. Know accounting terminology. A. Define terminology related to basic accounting. B. Define terminology related to accounting careers. 2. Be aware of career opportunities in accounting. A. Know different careers which can be achieved with accounting skills. B. Know skills and training required for selected accounting careers. 3. Understand the debit and credit parts of transactions that affect the accounting equation. A. Know the accounting equation. B. Be able to analyze transactions into debit and credit parts. C. Know how transactions affect the accounting equation. 4. Understand and be able to classify accounts. A. Know the different account classifications. B. Be able to place an account in the correct classification. 5. Understand the recording, summarizing, and reporting procedures and records in the accounting cycle. A. Be able to create a chart of accounts. B. Be able to open the general and subsidiary ledgers. C. Be able to use the general and special journals. D. Be able to post to the accounts in the ledgers. E. Be able to prepare a worksheet. F. Be able to prepare financial statements. G. Be able to prepare and post the adjusting entries. H. Be able to prepare and post the closing entries. I. Be able to prepare and post the reversing entries. J. Be able to prepare a post-closing trial balance. 6. Understand payroll procedures and records. A. Be able to compute and journalize payroll transactions/entries. B. Be able to prepare required forms and reports. 7. Understand accounting concepts and practices related to an accounting system for a business organized as a proprietorship, a partnership, and a corporation. A. Be able to use the accounting procedures required in a service business organized as a proprietorship. B. Be able to use the accounting procedures required in a merchandising business organized as a partnership. NK Business - page 9

10 C. Be able to use the accounting procedures required in a merchandising business organized as a corporation. D. Understand the ownership of a proprietorship, a partnership, and a corporation and the differences in accounting records and procedures. 8. Understand accounting concepts and practices related to using a checking account. A. Be able to prepare business papers related to a checking account. B. Be able to establish and replenish a petty cash fund. 9. Understand how to prepare accounting records using a computer. A. Be able to use accounting software. B. Be able to use a computer spreadsheet to develop financial statements. 10. Use learned accounting concepts and skills to do a complete accounting cycle. A. Be able to complete a business simulation using realistic transactions and realistic business forms. NK Business - page 10

11 BUSINESS TECHNOLOGY LAB I Grade 12 Prerequisite - Keyboarding The Business Lab is a full year two-hour course. Training is received for skills of entry-level or midlevel employment in the following areas: Medical Records, Banking and Finance, Accounting, Data Base, Computer Processing, Insurance, Computer Applications, Legal Terminology, Desktop Publishing, Auditing, Spreadsheets, Travel Occupations, Secretarial, and Clerical Occupations. PURPOSE OF ADVISORY COMMITTEE An advisory committee is to provide a link between the employing community and school for the purpose of maintaining and improving vocational education programs to prepare ALL STUDENTS WITH BETTER FUTURES. DEFINITION OF ADVISORY COMMITTEE An advisory committee is a group of individuals from outside the field of education with specific knowledge and expertise organized to advise educators on the world of work. This advisory committee is an individual one concerned with the Management Administrative Support Services Vocational Business Lab. GENERAL FUNCTIONS OF ADVISORY COMMITTEE 1. Advise on the development of long-range and annual plans for the lab. 2. Suggest development or expansion of the lab. 3. Promote the Vocational Business Lab in the employing community. 4. Help in reviewing course content to insure it meets the changing needs of the world of work. 5. Recommend physical facilities and adequacy of equipment necessary for the program. 6. Assist in providing current occupational information for student counseling purposes. 7. Help in determining local job opportunities. 8. Suggest development of program standards for initial employment of program completers. 9. Aid in obtaining instructional resources. SPECIFIC HELP FOR STUDENTS 1. Assist in placement 2. Aid vocational student organizations a. Suggest means of raising organization funds b. Secure speakers c. Arrange for donations for members to attend state or national conferences. 3. Notify students of scholarships available and criteria for awards. 4. Recommend policies for the Vocational Business Lab. HELP COMMUNITY 1. Identify community needs. a. Surveys b. Public meetings c. Interpret manpower studies conducted by other agencies and businesses. 2. Serve as guest speakers or recommend resource persons. 3. Provide public relations service a. Interpret program in the community NK Business - page 11

12 OBJECTIVES OF THE PROGRAM: 1. To provide for development of sophistications with regard to employment that are comparable to those which would be developed in a cooperative education program or on-the-job training program. 2. To provide for the development of self-direction in the performance of office tasks and in the importance of attitudes and personal characteristics desired by business. 3. To provide for the development of initiative and a sense of responsibility for the quality and quantity of production. 4. To provide an understanding of the relationship among different work stations and an organization--an understanding of the flow of work. 5. To provide further development of occupational standards, or higher, of the skills and knowledge previously learned, including computer applications. 6. To provide an understanding of occupations which exist and the employment requirements for these. 7. To provide an understanding of the businesses of the community and their relationship to each other. 8. To provide for the development of the ability to work harmoniously with others--development of effective human relationships in an atmosphere closely related to an actual office. 9. To provide for development of knowledge about and skill in performing various office tasks. 10. To provide further development of efficient work habits. 11. To provide development of knowledge about and skill in using such documents as flow charts, office manuals, procedure manuals, organizational charts, etc. 12. To provide the refinement of knowledge and skills according to the individual needs of the student whether it be remedial, enrichment, or related instruction. 13. To provide for the development of the student's skills to the point where he is able to secure employment, maintain employment, and advance in that employment. NK Business - page 12

13 COMPUTER APPLICATIONS PERFORMANCE OBJECTIVES Duty A: Performing Basic Computer Skills 1. Given a picture of, or the hardware of, a personal computer, identify the five basic components by name and type of device with 100% accuracy. 2. Given all components and cables for a personal computer, assemble the hardware so that the computer will boot and all hardware will function. 3. Given a written test, identify different types and sizes of computers by name with 90% accuracy. Duty B: Using Word Processing 1. Given a document and word processing software, input and print the document. The printed copy must be identical to the source document. 2. Given a document to input, format the document according to the instructions given so that the printed copy is identical to the instructor's master copy. 3. Given a previously imputed document, use blocking techniques to change the document according to the instructions given so that the printed copy is identical to the instructor's master copy. 4. Given a document to input, change the fonts, size, and appearance according to the instructions given so that the printed copy is identical to the instructor's master copy. 5. Given a previous imputed document, use formatting, columns, headers, and footers to change the document according to the instructions given so that the printed copy is identical to the instructor's master copy. 6. Given a primary and secondary file, merge them to create documents and mailing labels. The final printed documents must be identical to the instructor's master copy. 7. Given a document containing mathematical calculations, use tables. Duty C: Using Database 1. Given software, a previously designed database, and all formatting information, input a database so that when a listing is printed, it will be identical to the instructor's master copy. 2. Print a report according to the specifications given, so that when printed, it will be identical to the instructor's master copy. 3. Given the specifications, sort or index the records in the database so that when listed, the records will be in the specified order. 4. Given the specifications, search for the specific record(s) and print a listing. The listing must be identical to the instructor's master copy. 5. Given the specifications, add, change, or delete a record in a database so that when printed, the correction information will be displayed. 6. Given the specifications, modify a database's structure. A printout of the database's structure must be identical to the instructor's master copy. 7. Given the specifications, design mailing labels that, when printed, are identical to the instructor's master copy. 8. Given the specifications, design a database. The printout will be evaluated by the checklist provided with 100% accuracy. NK Business - page 13

14 Duty D: Using Spreadsheets 1. Given software, a previously imputed spreadsheet, and all values, labels, and formulas, input the spreadsheet so that, when printed, it will be identical to the instructor's master copy. 2. Given an assignment with labels and values, construct formulas using +, -, *, and / that will produce the correct calculations with 100% accuracy. 3. Given an assignment with labels and values, construct formulas that will produce the correct calculations with 100% accuracy. 4. Given an assignment with labels and values, construct formulas that will produce the correct calculations with 100% accuracy. 5. Given an assignment with labels and values, format the output so that when printed, it will be identical to the instructor's master copy. 6. Given an assignment with labels and values, construct formulas that will produce the correct calculations with 100% accuracy. 7. Given an assignment with labels and values, copy using relative and absolute addresses so that when the formulas are printed, they will be identical to the instructor's master copy. 8. Given an assignment with labels and values, construct formulas that will produce the correct calculations with 100% accuracy. 9. Given the specifications, design a spreadsheet. The printed output will be evaluated by the checklist provided with 100% accuracy. Duty E: Using Integrated Software 1. Given integrated software and an assignment, adapt word processing skills to integrated software so that when printed, the document will be identical to the instructor's master copy. 2. Given integrated software and an assignment, adapt database skills to integrated software to that when printed, the reports or listings will be identical to the instructor's master copy. 3. Given integrated software and an assignment, adapt spreadsheet skills to integrated software so that when printed, the hard copy will be identical to the instructor's master copy. 4. Given a database and/or spreadsheet and word processing files, merge the database and/or spreadsheet into the word processor document so that when printed, it will be identical to the instructor's master copy. 5. Given a graph, interpret the graphed information with 100% accuracy. 6. Given a graph, identify the parts of the graph with 100% accuracy. 7. Given the information and specifications, create a line graph that, when printed, is identical to the instructor's master copy. 8. Given the information and specifications, create a bar graph that, when printed, is identical to the master copy. 9. Given the information and the specifications, create a pie graph that, when printed, is identical to the instructor's master copy. Duty F: Using Desktop Publishing Software 1. Given a document and desktop publishing software input and print the document. The printed copy must be identical to the source document. 2. Given a document to input, change columns (baselines) and margins according to the instructions given, so that when printed, it will be identical to the instructor's master copy. 3. Given a document to input, use fonts, points, and styles according to the instructions given so that the printed copy is identical to the instructor's master copy. NK Business - page 14

15 4. Given a document to input, draw lines, boxes, and pictures according to the instructions given. The printed output will be evaluated by the checklist provided with 100% accuracy. 5. Given an assignment, modify a graphic according to specifications, The printed output will be evaluated by the checklist provided with 100% accuracy. 6. Given an assignment, put a graphic into a publication. The printed output will be evaluated by the checklist provided with 100% accuracy. 7. Given the specifications, design a publication. The printed output will be evaluated by the checklist provided with 100% accuracy. 8. Given the specifications, design a bi-fold card. The printed output will be evaluated by the checklist provided with 100% accuracy. OTHER PERFORMANCE OBJECTIVES Duty G: Performing Business Math 1. Given a calculator, using addition, subtraction, multiplication, and division of whole numbers, calculate the answers to a series of story problems with 100% accuracy. 2. Given a calculator, using addition, subtraction, multiplication, and division of fractions, calculate the answers to a series of story problems with 100% accuracy. 3. Given a calculator, using addition, subtraction, multiplication, and division of percentages, calculate the answers to a series of story problems with 100% accuracy. 4. Given a calculator, using addition, subtraction, multiplication, and division of units of time, calculate the answers to a series of story problems with 100% accuracy. 5. Given a calculator, using addition, subtraction, multiplication, and division of units of measurement, calculate the answers to a series of story problems with 100% accuracy. 6. Given a calculator, using addition, subtraction, multiplication, and division to convert English units into Metric and vice versa, calculate the answers to a series of story problems with 100% accuracy. 7. Given a calculator, using addition, subtraction, multiplication, and division, calculate the answers to a series of story problems with 100% accuracy. Duty H: Using Employability Skills 1. Given word processing software, prepare a resume. The printed copy will be evaluated by the checklist provided with 100% accuracy. 2. Given word processing software, write a letter of application. The printed copy will be evaluated by the checklist provided with 100% accuracy. 3. Complete a mock job interview. The interview will be reviewed by the interviewing person according to the checklist provided with 80% accuracy. 4. Given a description of, or a picture of, business attire, identify proper business dress according to the checklist provided with 90% accuracy. 5. Given the student is a senior with a C average in the vocational business program, and the instructor is able to find a suitable business, the student must participate in a three-week fieldrelated work experience. The student must receive a satisfactory rating on the supervisor's evaluation of the student's performance according to the check sheet provided. NK Business - page 15

16 Duty I: Applying General Business Knowledge 1. Given an assignment and word processing software, write a business letter. The printed letter will be evaluated according to the checklist provided with 100% accuracy. 2. Given a document, use proofreader's marks to correct the copy according to the assignment's specifications. The final copy must be identical to the instructor's master copy. 3. Given 10-key software or a calculator, input data using the 10-key area with 90% accuracy, 100 keys-per-minute speed. 4. Given typing (QWERTY) software, type using the keyboard with 90% accuracy and: 25 wpm average is minimum accepted speed; wpm average is limited skilled; wpm is skilled; and 61+ wpm average is very skilled. 5. Given a description of, or a picture of, an office environment, identify ergonomically correct environment with 90% accuracy. 6. Given a description of common business situations, identify proper business etiquette with 90% accuracy. Duty J: Medical Career 1. Given unarranged copy, type a business letter in mailable form on full-sheet letterhead stationery, using block/modified block format and open/mixed punctuation. 2 Given the necessary information, type an envelope address in mailable form on an envelope. 3. Given unarranged copy, type the following patient records in usable form: History/Physical Examination Form and Operating Room Record. 4. Given the necessary information, type the following patient records in usable form: X- ray Request Form, Cytology Request Form, and Laboratory Request Form. 5. Given the necessary information, type the insurance form in usable form for claims paid by Blue Cross/Blue Shield, Medicaid, and Medicare. 6. Given the necessary information, type the following statements in mailable form: Services Rendered Statement and Billing Statement. 7. Given unarranged copy, type Medical Reports and Patient Information documents in usable form. 8. Given unarranged copy, use computer or memory typewriter to produce repetitive documents. 9. Given a transcriber and dictation cassette, transcribe the following dictated documents in usable or mailable form: form letter, Hospital Admission Record, and business letter. 10. Given vocabulary lists & ample study time, define any & all terms used in the course of study with 70% accuracy. 11. Given opportunity and practical experience, develop a positive self-concept and the personal characteristics, work habits, and attitudes that are essential for success. 12. Given opportunity and practical experience, understand the importance of human relations and communications skills. NK Business - page 16

17 Duty K: Managing a Business 1. Given rudimentary information, demonstrate competence with the functions of management. 2. Given background information, demonstrate problem-solving and decision-making skills. 3. Given practical experience, demonstrate an awareness of the many different types of problems managers face in the day-to-day operations of a business. 4. Given vocabulary words with definitions and examples of similar work, understand business and management terminology, principles, and procedures. 5. Given time restraints, understand how to organize work and how to apply time management principles in setting priorities. 6. Given an assignment, demonstrate competence in handling, reading, and working with different types of realistic business documents. 7. Given opportunity and practical experience, develop a positive self-concept and the personal characteristics, work habits, and attitudes that are essential for success. 8. Given opportunity and practical experience, understand the importance of human relations and communications skills. Duty L: Legal Careers 1. Given unarranged copy, type a business letter in mailable form on full-sheet letterhead stationery, using block/modified block format and open/mixed punctuation. 2. Given the necessary information, type an envelope address in mailable form on an envelope. 3. Given unarranged copy, type the following information regarding Real Estate and Proper Transfers in usable form: Land description; Warranty Deeds; Quit Claim Deeds; Mortgages; Bonds and Promissory Notes; Leases and Subleases; and Contracts. 4. Given unarranged copy, type the following information regarding Litigation Forms in usable form: Summons; Complains with Verification; Answers and Counterclaims; Interrogatories; Depositions; Notices and Motions; Subpoenas of Witnesses; Trail Documents; and Orders, Judgments, and Decrees. 5. Given unarranged copy, type the following information regarding Wills, Estates, and Guardianships in usable form: Wills; Codicils; Probate of Wills and Letters Testamentary; Letters of Administration; Setting Aside a Portion of Estates; Inventory and Appraisement; Temporary Letters of Administration; Guardianship; and Dismissions and Citations; 6. Given unarranged copy, type the following information regarding Partnerships and Corporations in usable form: Partnerships; Limited Partnerships; Joint Ventures; Corporations; Corporate Procedures; Corporate Minutes; Corporate Bylaws; and Proxy and Powers of Attorneys. 7. Given unarranged copy, type Financial Reports and Statements in usable form. 8. Given unarranged copy, use computer or memory typewriter to produce repetitive documents. 9. Given a transcriber and dictation cassette, transcribe the data needed for forms mentioned above. 10. Given vocabulary lists and ample study time, define any and all terms used in the course of study with 70% accuracy. 11. Given opportunity and practical experience, develop a positive self-concept and the personal characteristics, work habits, and attitudes that are essential for success. 12. Given opportunity and practical experience, understand the importance of human relations and communication skills. NK Business - page 17

18 Duty M: Careers in Travel and Tourism 1. Given unarranged copy, type a business letter in mailable form on full-sheet letterhead stationery, using block/modified block format and open/mixed punctuation. 2. Given the necessary information, type an envelope address in mailable form on an envelope. 3. Given rough-draft materials, type reports or forms such as Message/Reply memos, purchase orders, legal contracts, etc. in mailable form as required. 4. Given correct reference material, memorize major U.S. airport codes with at least 60% accuracy. 5. Given unarranged copy, use computer or memory typewriter to produce repetitive documents. 6. Given a transcriber and dictation cassette, transcribe the data needed. 7. Given vocabulary lists and ample study time, define any and all terms used in the course of study with 70% accuracy. 8. Given samples and ample reference materials, prepare itineraries, read flight schedules, become familiar with most common aircraft, and figure mileage/time tables. 9. Given opportunity and practical experience, develop a positive self-concept and the personal characteristics, work habits, and attitudes that are essential for success. 10. Given opportunity and practical experience, understand the importance of human relations and communication. Duty N: Accounting/Computerized Accounting Careers 1. Given data and accounting software, process end-of-fiscal-period information so that the printed copy is identical to the instructor's master copy. 2. Given data and accounting software, process purchase orders and purchase invoices so that the printed copy is identical to the instructor's master copy. 3. Given data and accounting software, process Purchase Returns and Allowances so that the printed copy is identical to the instructor's master copy. 4. Given data and accounting software, process Accounts Payable and Accounts Receivable so that the printed copy is identical to the instructor's master copy. 5. Given data and accounting software, process Purchases, Sales, Payables, and Payments so that the printed copy is identical to the instructor's master copy. 6. Given data and accounting software, process Notes, Interest Payables, and Payments so that the printed copy is identical to the instructor's master copy. 7. Given data and accounting software, process Sales Returns and Allowances so that the printed copy is identical to the instructor's master copy. 8. Given data and accounting software, process Uncollectible Accounts so that the printed copy is identical to the instructor's master copy. 9. Given data and accounting software, process Sales, Receivables, and Collections so that the printed copy is identical to the instructor's master copy. 10. Given data and accounting software, process Notes, Interest Receivables, and Receipts so that the printed copy is identical to the instructor's master copy. 11. Given data and accounting software, perform checking account functions so that the printed copy is identical to the instructor's master copy. 12. Given data and accounting records, establish and maintain petty cash fund so that the records are identical to the instructor's master copy. 13. Given data and accounting software, process cost Accounting information so that the printed copy is identical to the instructor's master copy. 14. Given data and accounting software, perform Managerial Accounting so that the printed copy is identical to the instructor's master copy. NK Business - page 18

19 15. Given data and accounting software, obtain and process employee payroll records so that the printed copy is identical to the instructor's master copy. 16. Given data and accounting software, process Employer's payroll taxes so that the printed copy is identical to the instructor's master copy. 17. Given data and accounting software, maintain and process inventory records so that the printed copy is identical to the instructor's master copy. 18. Given data and accounting software, perform automated accounting functions so that the printed copy is identical to the instructor's master copy. 19. Given data and accounting software, complete microcomputer generated simulations for a sole proprietorship, partnership, and corporation so that the printed copies is identical to the instructor's master copies. 20. Given data and accounting software, determine depreciation records so that the printed copy is identical to the instructor's master copy. 21. Given data and accounting software, complete a bank reconciliation so that the printed copy is identical to the instructor's master copy. 22. Given data and accounting software, complete an electronic spreadsheet application so that the printed copy is identical to the instructor's master copy. 23. Given the necessary information and required forms, correctly complete these bank teller forms: Christmas Club accounts, checking and savings accounts deposits, money orders, travelers' checks, E Bonds, legal descriptions, debit and credit slips, cash in and cash out tickets, and debit and credit tickets; processing deposits and payments on loans; and balancing the cash drawer. Duty O: Careers in Insurance 1. Given data, handouts, and a textbook, define any and all terms used in the course of study with 70% accuracy. 2. Given reference materials, complete the handout on Personal Auto Policy-Liability Coverage with 70% accuracy. 3. Given reference materials, complete the handout on Personal Auto Policy--Full Coverage with 70% accuracy. 4. Given reference materials, complete the handout on the Automobile Policy Problem Set with 70% accuracy. 5. Given reference materials, complete the handout on HO-3 Policy Problem Set with 70% accuracy. Duty P: Perform Bank Teller Applications 1. Given reference materials and sample forms, process deposits and payments on loans with 100% accuracy. 2. Given reference materials and sample forms, prepare Christmas Club account forms and receipts with 100% accuracy. 3. Given needed cash and currency, cash checks with 100% accuracy. 4. Given reference materials and sample forms, accept checking and savings account deposits with 100% accuracy. 5. Given a calculator or computer, calculate interest with 100% accuracy. 6. Given reference materials, check dates, endorsements, stop payment orders, NSF, and signature on checks with 100% accuracy. 7. Given reference materials, sell and close out Savings Bonds with 100% accuracy. 8. Given reference materials and forms, type legal descriptions with 100% accuracy. NK Business - page 19

20 9. Given beginning data, balance the cash drawer with 100% accuracy. 10. Given reference materials and sample forms, prepare debit and credit slips for the general ledger with 100% accuracy. 11. Given sample forms, write cash in/cash out and debit/credit tickets with 100% accuracy. 12. Given reference material, learn and use banking terminology correctly with 70% accuracy. 13. Given needed equipment, use adding/calculating machines in performance of duties with 100% accuracy 14. Given reference material and instruction, use mailroom equipment correctly. Duty Q: Serve as Receptionist/Supplies Clerk 1. Given reference materials, inventory sheets, supplies, and a duty schedule, serve as Receptionist for a three-week period. An 80% minimum average on the following evaluation sheet must be obtained for a passing grade. Grading scale: 5=100%; 4=90%; 3=80%; 2=70%; 1=60% a. Keeps the reception area attractive including book shelves. b. Keeps up with work assigned by the coordinator. c. Shows initiative in finding things to do. d. Establishes priorities of work. e. Handles visitors correctly; keeps guest book. f. Distributes self-evaluation forms and evaluation of office manager forms and turns in to coordinator. g. Takes attendance daily and on time; maintains attendance log. h. Prepares time card in advance; figures hours worked correctly; makes deductions for excessive breaks; prepares payroll register and pay checks. i.. Pulls supplies for employees as needed. j.. Maintains inventory of forms used by employees. Duty R: Serve as Office Manager a. Follows class rules of conduct. b Gets along well with others. c. Follows instructions well. d. Can work without bothering others. e. Plans ahead. f. Keeps work area well organized. g. Works in an orderly and systematic manner. h. Uses good judgment. i. Accepts criticism well. j. Works well under pressure. k. Is a good leader. l. Is fair in dealing with others. m. Is discreet. n. Grades papers accurately. Number of errors in 3 weeks. o. Grades papers in a timely manner. p. Makes an effort to keep employees quiet and working. q. Evaluates employees at the end of the rotation. NK Business - page 20

21 Duty S: Perform Records Management Functions 1. Given reference materials and ample study time, identify primary systems of filing with 80% accuracy. 2. Given supplies and equipment, correctly prepare folders and labels for an alphabetic filing system with 80% accuracy. 3. Given instruction, reference materials, and documents to file, code all materials abased on alphabetic rules with 80% accuracy. 4. Given correctly-coded documents, file, retrieve, and transfer documents using an alphabetic filing system with 90% accuracy. 5. Given reference materials and filed documents, maintain a filing system (clippings, tickler, and alphabetical) with 90% accuracy). Duty T: Demonstrate Effective Teamwork Skills Task 1:Identify the responsibilities of a valuable group member - Given a scenario, teams will determine THE qualified candidate to be elected NSA president with 100% accuracy. Performance Guide: 1. Receive instructions which includes a candidate information sheet and statements of candidacy. 2. Compare qualifications with minimum standards. 3. Select the tentative candidate(s). 4. Form groups of four or five members. 5. Compare notes. 6. Agree upon one candidate and reasoning behind selection. 7. Submit group recommendation to coordinator. Task 2: Identify the component of teamwork skills - Given the scenario in Task 1, identify the components of good teamwork skills by meeting all areas of a checklist and written evaluation by self and peers. Performance Guide: 1. Exhibit open mindedness. 2. Identify methods of involving each member as a team. 3. Contribute to the efficiency and success of a group. 4. Determine ways to motive others. 5. Be an effect team member. 6. Fill out peer evaluation. 7. Fill out self-evaluation. NK Business - page 21

22 PERSONAL FINANCE Grades This one semester course for juniors and seniors is designed to build competencies in these areas: personal financial planning for employment, financial services, budgeting and recordkeeping, investments, insurance protection; credit selection and programs; consumer rights and responsibilities, and consumer assistance; and decision making skills for all aspects of life as a comsumer, producer, entrepreneur, and economic citizen. EMPLOYEE PAY AND BENEFITS -- LEARNING GOALS/OBJECTIVES: 1. Compute payroll deductions and net pay from information and tables provided. 2. Identify optional and required employee benefits and recognize their value as additions to net pay. 3. Explain trends in the workplace such as flexible schedules, job rotation, job sharing, and permanent part-time employment. 4. Understand the role of unions and professional organizations in the workplace. FEDERAL INCOME TAX -- LEARNING GOALS/OBJECTIVES: 1. Understand the purpose of taxes, different types of taxes, and the history of taxes in the United States. 2. Describe components of the tax system, including the IRS, the power to tax, and paying your fair share. 3. Define and show a working knowledge of exemptions, dependents, and taxable and nontaxable income when preparing tax returns. 4. Prepare Forms 1040EZ and 1040A tax returns. BUDGETS AND FINANCIAL RECORDS -- LEARNING GOALS/OBJECTIVES: 1. Analyze and understand the budgeting process and prepare personal and case study budgets. 2. Understand the purpose of personal record keeping and be able to prepare a personal net worth statement and personal property inventory. 3. Explain the elements of legal contracts and negotiable instruments and understand your rights and responsibilities. 4. Discuss the need for a filing system for personal records. CHECKING ACCOUNTS AND BANKING SERVICES -- LEARNING GOALS/OBJECTIVES: 1. Understand the purpose, uses, and advantages of a personal checking account. 2. Prepare checking account documents, including a signature card, checks, deposit slips, checkbook register, and bank reconciliation. 3. Explain check endorsements and describe the types of checking accounts available to consumers. 4. Define the various banking services available and fees charged to consumers. NK Business - page 22

23 SAVING FOR THE FUTURE -- LEARNING GOALS/OBJECTIVES: 1. Understand the need for and purpose of savings, and explain how money grows through the compounding of interest. 2. List and describe the financial institutions where you can save, including the types of savings options available. 3. Describe factors in selecting a savings account and the importance of saving regularly. 4. Explain the features and purposes of savings accounts, certificates of deposit, and money market funds and accounts. 5. Discuss some of the factors that influence the selection of a savings plan. 6. Explain at least two ways to save regularly. INVESTING IN STOCKS -- LEARNING GOALS/OBJECTIVES: 1. List the features of common stock and compare it to preferred stock. 2. Discuss how to choose the type of stock to buy, what affects the value and price of a stock, and how to compute a stock's return. 3. Explain the process of buying and selling stock, including auction exchanges and over-thecounter markets. 4. Describe short- and long-term investment strategies when buying and selling stocks. CREDIT PROCEDURES AND LAWS -- LEARNING GOALS/OBJECTIVES: 1. Understand the importance of credit records and summarize how and why records are compiled. 2. List the five Cs of credit. 3. List the steps in getting started with credit and requirements for credit applications. 4. Describe credit ratings and a point system for determining creditworthiness and outline the contents of a credit report. 5. Discuss the provisions of the major credit laws. PERSONAL DECISION MAKING -- LEARNING GOALS/OBJECTIVES: 1. Demonstrate an understanding of the decision-making process by applying it to problem solving. 2. Explain economic needs and wants, including personal and collective values, that influence consumer decision making. 3. List and describe factors that influence consumer spending decisions. 4. Analyze marketing strategies that influence spending decisions. NK Business - page 23

24 HOUSING -- LEARNING GOALS/OBJECTIVES: 1. Describe the various housing alternatives and potential living arrangements. 2. List the advantages and disadvantages of renting a residence, complete a rental applications, and understand a lease and an inventory. 3. Discuss landlord/tenant responsibilities, including inventory and condition report and appropriate notices. 4. Discuss positive and negative considerations of home ownership. 5. List moving costs and installation charges that arise from physical change of residence. THE AUTOMOBILE -- LEARNING GOALS/OBJECTIVES: 1. Describe the process of buying a new or used car, including selection, financing, and wise buying practices. 2. Explain automobile leasing costs, processes, advantages, and disadvantages. 3. List the costs of owning and operating a car, from depreciation, gas, and taxes to the cost of accessories. 4. Describe methods for extending the life of your car and maintaining its resale value. 5. Discuss consumer protection available for new car buyers. PERSONAL RISKS AND INSURANCE -- LEARNING GOALS/OBJECTIVES: 1. Explain the concept of insurance: what it is and how it works. 2. Define basic insurance terminology and types of risk. 3. List the steps and discuss the process of risk management. 4. Plan a personal insurance program. PROPERTY AND LIABILITY INSURANCE -- LEARNING GOALS/OBJECTIVES: 1. Describe the need for fire, theft, and other forms of property insurance and types of policies. 2. Discuss the types of automobile insurance coverages available and what each coverage is designed to protect. 3. Explain the concept of liability insurance as it relates to an umbrella policy. PLANNING YOUR CAREER -- LEARNING GOALS/OBJECTIVES: List reasons why people work and factors that affect career choices. Identify and describe good career planning techniques. List sources of job opportunity information. Itemize and explain good job search techniques, and formulate a personal plan of action to get the desired job. NK Business - page 24

25 GETTING THE JOB -- LEARNING GOALS/OBJECTIVES: 1. Explain the purpose of, describe the parts of, and prepare, a letter of application. 2. List the guidelines for, and prepare, a resume. 3. Describe the letter of reference and explain why it is useful to job applicants. 4. Prepare a job application form, prepare for a job interview, and list methods of making a good first impression. 5. Explain the purpose of, describe the content of, and prepare, a thank-you letter. ADAPTING TO YOUR JOB -- LEARNING GOALS/OBJECTIVES: 1. List and describe effective communication strategies, including listening, information and formal speaking, communication among employees, and communication among employees and employers. 2. Discuss techniques of effective human relations. 3. Describe employer expectations and policies such as written and unwritten work rules, attitudes, and absenteeism. 4. Explain motivation and levels of need as described by Maslow and discuss the results of job satisfaction. KEEPING YOUR JOB -- LEARNING GOALS/OBJECTIVES: 1. Understand and complete appropriate work forms, such as W-4, social security application, and work permit application forms. 2. Understand and recall employee responsibilities at work, including responsibilities to employers and to other employees. 3. Describe employer responsibilities to employees. 4. List and define provisions of basic employment laws enacted for the protection and security of workers. NK Business - page 25