This document contains the Westlake City Schools’ Business Education Course of Study completed at the end of the 2002-2003 school year. The Business Education Course of Study has been reviewed and was approved by the Westlake City Schools’ Board of Education on May 15, 2003.

Committee Members...................................................................	Page	2
District Beliefs, Vision and Mission..............................................	Page	3
Business Education Philosophy.....................................................	Page	5
Financial Life Skills.....................................................................	Page	6
Speed Writing.............................................................................	Page	9
Keyboarding...............................................................................	Page	10
Word Processing.........................................................................	Page	12
Adobe Pagemaker......................................................................	Page	14
Accounting I...............................................................................	Page	17
Business Law.............................................................................	Page	22
Cooperative Business Education...................................................	Page	24
Student and Program Evaluation...................................................	Page	38

Committee Members

Gayle Adamescu

Michele Dallas

Rebecca Sofka

Sue Tarr

Ray Conti – Director of Curriculum and Instruction

Susan Munch – Secretary, Curriculum and Instruction

DISTRICT BELIEFS, VISION AND MISSION

BELIEFS

Beliefs are the principles and concepts that govern the district’s decisions and actions. They influence the district’s picture of the future (vision) and the reason the district exists (mission). The beliefs, vision and mission of the Westlake City Schools District follow.

The Westlake City Schools believe that students come first, that dignity and worth of each individual is to be respected, and that learning is a lifelong process. We further believe that:

Successful students are ready to learn, display appropriate behavioral and social skills, assume responsibility, and work to reach their full potential. They are enthusiastic about learning, possess basic academic skills and strive for excellence.

Supportive families are proactive and involved in all aspects of their children’s education, assist their children with schoolwork, encourage their children to make positive choices and to be responsible for their actions, offer guidance and motivation so their children reach their full potential, and work in partnership with school.

Exemplary teachers care for their students, are knowledgeable regarding subject matter and effective instructional strategies, and engage students in meaningful learning experiences

Exemplary administrators are knowledgeable and provide meaningful instructional and managerial leadership. They create a safe, orderly, professional and supportive environment, empower all staff by providing opportunities for professional development and communicate effectively with all constituents.

Exemplary support personnel assist in the education of our children by providing a healthy, safe, nurturing and responsive learning climate.

Ideal learning environments are child-centered, stimulating and positive, free from distractions, appropriate in class size, and include ample and varied resources. Students and staff feel safe physically and emotionally, and devote themselves to academic and personal achievement.

Helpful community members, organizations and businesses celebrate their schools’ and students’ accomplishments, share resources and engage in dialogue.

VISION STATEMENT

The Westlake City School District will provide a dynamic, student-centered, positive learning environment. Our district will be characterized by actively engaged learners, mutual respect, shared knowledge, pursuit of new skills and capabilities, collaborative learning, willingness to take action, a team commitment to data-drive continuous improvement and tangible results.

MISSION STATEMENT

WE EDUCATE FOR EXCELLENCE…

Empowering all students to achieve their educational goals,

To direct their lives, and to contribute to society

Business Education Philosophy

The Business Education program is designed to educate students in the skills, processes, understandings and responsibilities necessary for success in the world of business. As the business world changes, so will the need for lifelong learning and ongoing refinement of personal abilities. Through these programs, it is hoped that students will develop their capabilities in these areas.

The Business Education program will provide all students the opportunity to develop an understanding of current business concepts, practices, techniques and tools. It will support student learning in other subject areas.

Most importantly, the Business Education program will provide an authentic workplace environment and curriculum that encourages students to set goals and strive to attain them, while developing an understanding of key concepts and achieving skills necessary for personal success.

Program Goals

Upon completion of the Westlake Schools’ Business Education program, students will be able to understand and demonstrate:

1. The ability to key and format materials accurately at an appropriate speed for the copy involved and to appreciate the importance of a neat and attractive formatted copy.

2. The development of good work habits which include listening to instruction, reading written instruction, and following such instructions to completion.

3. The ability to use the basic principles of speedwriting and transcribing.

4. The basic elements of accounting

5. Competence in managing personal business affairs as well as the financial activities of business

6. The skills needed to gain entry level employment using word processing

7. The skills needed to compete in college and build on their basic computer knowledge

8. The ability to transfer skills to other word processing software

Business Law students will be introduced to the field of law by studying the court system and how it affects business organization and regulation.

FINANCIAL LIFE SKILLS

Standard 1: Understand the need and purpose of Savings

Course Indicators

1. Indicate reasons for saving (goals)

2. Chart money growth by compounding interest

3. State importance and ways of saving regularly

4. List and describe financial institutions

5. List and describe the different products to save

6. Determine how to select a savings account

7. Describe how to open a savings account

8. Describe how saving influences economic growth

Standard 2: Describe the need and risks of Investing

Course Indicators

1. Understand different types and levels of risk

2. List the criteria for choosing an investment

3. List sources of financial information and how to interpret the information

4. Interpret investing information from resources

Standard 3: Understand all aspects of the Stock Market

Course Indicators

1. Understand the history of the stock market

2. List the different stock exchanges

3. Explain how and why a company issues stock

4. Read and interpret the securities listings and transactions

5. List and define the different types of stocks

6. Determine the relationship between stock price and company performance

7. Compute stock return

8. Define all stock market terminology

9. Understand buying on margin and short selling

10. Participate in a stock market game

11. Compute the cost of a securities transaction

12. List and interpret economic and market indicators

13. Understand a stock trade

14. Interpret companies’ annual reports

Standard 4: Understand Bond Investments

Course Indicators

1. List the characteristics of corporate bonds

2. Describe government securities

3. Define and understand all bond market terminology

4. Read and interpret bond quotations

5. Compare the benefits of stocks vs. bonds

6. Understand bond ratings

7. Calculate earnings on a bond

8. Discuss the economy for a good bond market

Standard 5: Understand Mutual Fund Investing

Course Indicators

1. Define and understand mutual fund terminology

2. List and understand types of mutual funds

3. Understand how to diversity portfolios

4. Read and interpret the mutual fund listings

5. Understand costs and fees of a mutual fund

6. Read and discuss a mutual fund prospectus

Standard 6: Investing in Real Estate, Futures, Collectibles, and Precious Metals

Course Indicators

1. Understand the risk level

2. Understand who buys these investments and why

3. List the advantages and disadvantages of each type of investment

4. Discuss the nature of the futures market

5. Read and interpret the futures listings

6. Understand REIT’s

Standard 7: Managing Investments

Course Indicators

1. Identify personal financial goals

2. Explain the criteria for choosing and investment

3. Describe investment strategies

4. Develop a portfolio

Standard 8: Risk Management

Course Indicators

1. Understand the concept of insurance

2. Define risk management (insurance) terminology

3. Discuss ways to avoid risk

4. Identify types of insurance

5. Understand how insurance is based on risk sharing and statistical probability

Standard 9: Personal Financial Planning

Course Indicators

1. Identify sources of personal income

2. Understand the importance of financial planning

3. List personal income

4. List personal expenses

5. Calculate net worth

Standard 10: Bank Services

Course Indicators

1. Understand checking accounts

2. Reconcile a bank statement

3. Compare banking services and fees

4. Define and understand banking terminology

Standard 11: Banking System

Course Indicators

1. Understand the Federal Reserve System

2. Demonstrate the flow of money and checks through the banking system

Standard 12: Credit

Course Indicators

1. Understand the history of credit

2. Define and understand credit terminology

3. List the advantages and disadvantages of credit use

4. Describe different types of credit

5. Compare sources of credit

6. Understand credit records, rating, and the point system

7. Discuss credit laws and how they protect consumers

8. Describe the responsibilities of using credit protection

9. Compute simple interest

10. Understand finance charges and credit costs

Standard 13: The Tax System

Course Indicators

1. Understand the different types of taxes

2. Describe the Internal Revenue System and its role in the Federal Tax System

3. Understand the impact of financial planning on taxes

4. Calculate gross income, adjusted gross income, and taxable income

5. Understand different tax forms

SPEEDWRITING

Students will become familiar with this abbreviated writing system based primarily on longhand and secondarily on phonetics for personal, educational and business use.

Standard 1: The basics

Course Indicators

1. Learn the abbreviated writing system

2. Understand punctuation

3. Master spelling

4. Learn vocabulary

Standard 2: Note-taking and study skills

Course Indicators

1. Improve memory

2. Learn strategies for taking examinations

3. Practice writing research

4. Improve spelling vocabulary and punctuation

Standard 3: SuperWrite

Course Indicators

1. Learn the 75 abbreviations standing for 98 words in SuperWrite

2. Read fluently from the SuperWrite text as well as from their own notes

Standard 4: Dictation

Course Indicators

1. Use dictation to build writing speed

2. Increase speed in making legible notes

3. Improve timed dictation

KEYBOARDING

Students will become familiar with alphabetic keyboarding technique

Standard 1: Technique

Course Indicators

1. Position hands on home keys

2. Type all home keys

3. Learn all other alphabetic keys in relationship to homerow

4. Learn and operate left and right shift keys

5. Use proper return technique

6. Use quick-snap keystrokes with minimum hand motion

7. Keep fingers curved and upright over the home keys

8. Reach with one finger at a time while keeping the other fingers in home-key position

9. Learn to keep the hands and arms quiet and reach with the fingers only

10. Practice keeping the elbows in a relaxed position while typing

11. Curl the fingers downward as reaches are made to the bottom row and the right thumb close to the space bar

12. Increase keyboarding speed throughout the course

13. Perform drills which emphasize difficult combinations

Standard 2: Basic parts of a keyboard

Course Indicators

1. Shift keys

2. Control keys

3. Caps lock key

4. Tab key

5. Home keys

6. Insert keys

7. Delete keys

8. Arrow keys

Standard 3: Processing Package

Course Indicators

1. Enter a word processing package

2. Exit a word processing package

3. Save documents

4. Print documents

5. Clear the screen

6. Retrieve documents

Standard 4: Editing

Course Indicators

1. Become knowledgeable in deleting text

2. Become knowledgeable in moving text

3. Become knowledgeable in copying text

4. Become knowledgeable in pasting text

5. Become knowledgeable in searching text

6. Become knowledgeable in replacing text

7. Become knowledgeable in proofreading documents

8. Identify proofreading marks

Standard 5: File Management

Course Indicators

1. Access the list of files on the drive

2. Rename, print, delete, or retrieve files

3. Determine the available space on a disk

Standard 6: Text Entry

Course Indicators

1. Use bold and underline

2. Center and align text

3. Delete commands

4. Change line spacing

5. Change justification

Standard 7: Key Letters

Course Indicators

1. Format and key a personal letter

2. Format and key a block letter

3. Format and key memoranda

4. Format and key envelopes

Standard 8: Key Outlines and Reports

Course Indicators

1. Key an outline

2. Key an unbound report

3. Key a two-page report

4. Key a report in MLA style

WORD PROCESSING

Standard 1: Edit and Format documents

Course Indicators

1. Format with font style and font effects

2. Align text

3. Insert and overwrite text

4. Set tabs and indents

5. Set paragraph spacing

6. Use track changes and comments

7. Use bulleted lists and symbols in a document

8. Find and replace text in a document

9. Use different cut, copy and paste methods

Standard 2: Create documents using proper styles

Course Indicators

1. Create a single or multiple page letter in modified block or full block style

2. Include proper openings and closings of a letter

3. Create and edit a multiple page report

4. Create and edit page numbers, headers and footers on pages of a document

5. Create and edit page breaks and section breaks

6. Create and edit footnotes and endnotes

7. Create and edit envelopes and labels

8. Create and edit Table of Contents

9. Insert data from Excel and Access

10. Use print options to efficiently print documents

Standard 3: Create an Outline

Course Indicators

1. Use Outline View and the Outline toolbar to type text in outline format

2. Edit numbering styles of an outline

3. Edit heading styles of an outline

Standard 4: Create a table in a word document

Course Indicators

1. Work with data in a table

2. Set alignments in a table

3. Set column widths and heights

4. Move and resize tables

Standard 5: Use word templates and wizards

Course Indicators

1. Introduce working with brochures

2. Learn to format memo

3. Introduce word wizards

Standard 6: Add graphics and other enhancements to word documents

Course Indicators

1. Insert graphic files from other sources

2. Use the drawing toolbar to create original graphics

3. Create and work with newspaper columns

4. Use drop capital

5. Record and run a macro

Standard 7: Merge basics

Course Indicators

1. Merge with an existing or new data source

2. Create and merge envelopes and labels

3. Merge with Access and/or Excel data

Standard 8: Introduce Internet and Web Pages

Course Indicators

1. Use word Internet features

2. Create a Web Page document

3. Transfer data between web pages and documents

Standard 9: Office Production and Simulation

Course Indicators

1. Format letters, envelopes, memos, reports, statistical data on deadline

ADOBE PAGEMAKER

Standard 1: Introducing Pagemaker

Course Indicators

1. Use the publication window

2. Use the toolbox

3. Create text blocks and enter text

4. Manipulate text blocks

5. Import text

6. Link text blocks

7. Use the “select all” command

Standard 2: Design and Typography

Course Indicators

1. Design a publication

2. Determine the purpose and audience

3. Create thumbnail sketches

4. Understand design concepts

5. Use fonts, sizes, subscripts and superscripts

6. Use leading

Standard 3: Manipulating Text

Course Indicators

1. Learn paragraph alignments and spacing

2. Use indents and tab stops

3. Create bulleted and numbered lists

4. Use the story editor

5. Display invisible characters

6. Check spelling

7. Use search and replace

Standard 4: Working with Graphics

Course Indicators

1. Select, resize, move, and delete graphics

2. Use the rounded corners command

3. Change fill and stroke

4. Use the control palette

5. Format polygons

6. Arrange objects

7. Align objects

8. Modify inline and independent graphics

Standard 5: Layout techniques

Course Indicators

1. Learn page size and orientation

2. Change margins

3. Work with multiple pages

4. Establish grids

5. Use columns

6. Rotate objects

7. Flow text around graphics

Standard 6: Using Color

Course Indicators

1. Color models

2. Apply colors

3. Add and delete colors

4. Design considerations for color

Standard 7: Designing Advertisements

Course Indicators

1. Learn elements and types of advertisements

2. Design and set up for advertisements

3. Copy master guides command

4. Use logos, forms and coupons

5. Use en and em dashes and hyphenation

Standard 8: Designing Brochures

Course Indicators

1. Learn the elements of brochures

2. Design and set up for brochures

3. Group and ungroup objects

4. Lock guides and hide guides

5. Learn small caps and all caps

Standard 9: Designing Newsletters

Course Indicators

1. Learn the elements of newsletters

2. Design and set up for newsletters

3. Use multiple master pages and publication windows

4. Copy objects between publications

5. Create a drop cap

6. Create headers and footers

7. Insert page numbers

Standard 10: Working with Long Publications

Course Indicators

1. Learn the elements of long publications

2. Design and set up for long publications

3. Use styles and style palettes

4. Use autoflow

5. Use automatic rules

6. Create a Table of Contents

Standard 11: Vocabulary

Course Indicators

1. Define and understand terminology relating to Pagemaker

ACCOUNTING I

Standard 1: Starting a Proprietorship

Course Indicators

1. Define accounting terms related to starting a proprietorship

2. Classify accounts as assets, liabilities or equity

3. Analyze how transactions related to starting a business affect accounts in an accounting equation

4. Prepare a balance sheet

Standard 2: How Transactions change Owner’s Equity in the accounting equation

Course Indicators

1. Define accounting terms related to owner’s equity

2. Identify accounting concepts related to changes that affect owner’s equity

3. Analyze changes in the accounting equation as a result of transactions

Standard 3: Analyzing transactions into Debit and Credit parts

Course Indicators

1. Define accounting terms related to debit and credit

2. Analyze transactions into debit and credit parts using T accounts

3. Analyze how transactions affect the increase and decrease of accounts

Standard 4: Recording Transactions in a General Journal

Course Indicators

1. Define accounting terms

2. Identify accounting concepts related to journalizing transactions

3. Record in a general journal transactions to set up a business

4. Record in a general journal transactions to buy insurance and supplies

5. Record in a general journal transactions that affect owner’s equity

6. Start a new general journal

Standard 5: Posting from a General Journal to a General Ledger

Course Indicators

1. Define accounting terms

2. Identify accounting practices related to posting from a general journal to a general ledger

3. Prepare a chart of accounts

4. Post from a general journal to a general ledger

5. Prove cash and journalize correcting entries

Standard 6: Cash Control Systems

Course Indicators

1. Define accounting terms

2. Identify concepts and practices related to using a checking account

3. Prepare business papers related to using a checking account

4. Reconcile a bank statement

5. Journalize dishonored checks and electronic banking procedures

6. Establish and replenish a petty cash fund

Standard 7: Work Sheet for a Service Business

Course Indicators

1. Define accounting terms

2. Prepare a heading and trial balance on a work sheet

3. Plan adjustments for supplied and prepaid insurance

4. Complete a work sheet for a service business organized as a proprietorship

5. Find and correct errors on the worksheet

Standard 8: Financial Statements for a Proprietorship

Course Indicators

1. Define accounting terms

2. Identify accounting concepts related to preparing an income statement and balance sheet

3. Prepare an Income Statement using component percentages

4. Prepare a balance sheet

Standard 9: Recording Adjusting and Closing Entries for a Service Business

Course Indicators

1. Define accounting terms

2. Identify accounting concepts related to adjusting and closing entries

3. Record adjusting entries

4. Record closing entries

5. Prepare a post-closing trail balance

Standard 10: Journalizing Purchases and Cash Payments using Special Journals

Course Indicators

1. Define accounting terms

2. Identify accounting concepts related to cash payments

3. Journalize purchases of merchandise using a purchases journal

4. Journalize cash payments using a cash payments journal

5. Journalize other transactions using a general journal

Standard 11: Journalizing Sales and Cash Receipts using Special Journals

Course Indicators

1. Define accounting terms

2. Journalize sales on account using a sales journal

3. Journalize cash receipts using a cash receipts journal

4. Journalize sales and cash receipts using a special journal

Standard 12: Posting to General and Subsidiary Ledgers

Course Indicators

1. Post to an accounts payable ledger

2. Post from other journals to an accounts payable ledger

3. Post to an accounts receivable ledger

4. Post totals to a general ledger

5. Post to general and subsidiary ledgers

Standard 13: Preparing Payroll Records

Course Indicators

1. Prepare payroll time cards

2. Determine payroll tax withholding

3. Prepare payroll records

4. Prepare payroll checks

5. Prepare payroll records

Standard 14: Payroll Accounting, Taxes and Reports

Course Indicators

1. Record a payroll

2. Record employer payroll taxes

3. Report withholding and payroll taxes

4. Pay withholding and payroll taxes

Standard 15: Preparing a Worksheet for a Merchandising Business

Course Indicators

1. Begin an 8-column work sheet for a merchandising business

2. Analyze and record work sheet adjustments

3. Complete worksheets

Standard 16: Preparing Financial Statements for a Partnership

Course Indicators

1. Prepare an income statement

2. Compute component percentages

3. Prepare distribution of net income and owner’s equity statements

4. Complete financial statements

Standard 17: Recording Adjusting and Closing Entries for a Partnership

Course Indicators

1. Record adjusting entries

2. Record closing entries for income statement accounts

3. Record additional closing entries

4. Prepare a post-closing trial balance

Standard 18: Estimating and Recording Un-collectible Accounts

Course Indicators

1. Write off and collect un-collectible accounts receivable

2. Account for un-collectible accounts receivable

Standard 19: Accounting for Plant Assets and Depreciation

Course Indicators

1. Understand buying plant assets and paying property tax

2. Calculate depreciation expense

3. Journalize depreciation expense

4. Understand disposing of plant assets

5. Understand declining-balance method of depreciation

Standard 20: Accounting for Inventory

Course Indicators

1. Determine the quantity of merchandise inventory

2. Record closing entries for income statement accounts

3. Estimate inventory

4. Account for inventory

Standard 21: Preparing Promissory Notes

Course Indicators

1. Understand notes payable

2. Understand notes receivable

3. Account for notes and interest

4. Account for accrued revenue and expenses

Standard 22: Distributing Dividends and preparing a Worksheet

Course Indicators

1. Understand distribution of corporate dividends to stockholders

2. Prepare a work sheet for a corporation

3. Calculate federal income tax

4. Prepare financial statements for a corporation

5. Prepare an income statement for a corporation

6. Prepare a statement of stockholders’ equity

Standard 23: Completing an Office Simulation as determined by availability

BUSINESS LAW

Standard 1: Understand the Legal System

Course Indicators

1. Origin of the legal system

2. Differentiate between the federal, state and local laws

3. List the types of law

Standard 2: Constitutional Rights

Course Indicators

1. Learn the Bill of Rights

2. List the Amendments to the Constitution

3. Understand Due Process

Standard 3: Understand the Court System

Course Indicators

1. Structure of the Courts

2. Differentiate between the federal, state and local jurisdictions

3. Understand the roles of the different courts

4. Differentiate between juvenile and other courts

Standard 4: Criminal and Civil Laws

Course Indicators

1. The difference between criminal and civil law

2. Criminal Procedure

3. Torts, Negligence, Strict Liability

4. Civil Procedure

Standard 5: Cyber Law

Course Indicators

1. Laws concerning the Internet

2. Electronic Issues

Standard 6: Contracts

Course Indicators

1. Definition of a Contract

2. Six requirements of a Contract

Standard 7: Offer and Acceptance

Course Indicators

1. Creation of an Offer

2. Intent

3. Termination of Offers

4. Acceptances

Standard 8: Agreements

Course Indicators

1. Duress and Undue Influence

2. Misrepresentation and Fraud

3. Mutual Consideration

Standard 9: Contracts

Course Indicators

1. Understand breach of a Contract

2. Create a written Contract

Standard 10: Forms of Business Organizations

Course Indicators

1. Creating, running and terminating a Corporation

2. Partnerships and Sole Proprietorships

3. Financing, operating and terminating a Corporation

4. Shareholder’s Rights

5. Limited and Unlimited Liability

Cooperative Business Education

Standard 1: Communications

Course Indicators

1. Apply Communication Skills

a. Read, interpret, and follow step-by-step, a set of written instructions.

b. Interpret and follow oral instructions.

c. Restate instructions to verify understanding.

d. Type a document with no punctuation, misspellings, or other grammatical errors, and apply the basic grammar rules.

e. Reconstruct the sentences of a document in rough draft form, so that the correct meaning of the document is conveyed.

f. Recognize and correct misspelled works within a business document, using a dictionary and/or a reference manual.

g. Apply the rules for correct punctuation, capitalization, abbreviations, and numbers using reference manuals when necessary.

h. Proofread, edit, and correct document containing a variety of errors, so that the meaning is clear and concise according to acceptable English usage.

i. Use words and body language to effectively communicate messages according to acceptable communication behavior in the business world.

j. List five barriers/distracters to effective listening, and list five characteristics of a good/active listener.

2. Compose Documents

a. Use the evaluation guide, which outlines specific criteria for evaluating audiences and demographic variables, to evaluate the audience and demographics for business documents.

b. Retrieve and gather information needed for preparation in writing documents according to criteria outlined in classroom text.

c. Compose an effective, well-written document having three or less errors.

d. Apply communication skills in composing and preparing effective, well-written, and ready-to-mail letters, memos, reports, and envelopes according to criteria outlined in Business English text.

3. Prepare and deliver oral presentations.

a. Evaluate the audience and demographic variables so that the oral presentation will appeal to the intended audience based upon the criteria outlined in classroom handouts.

b. Increase knowledge of a subject by securing details, facts, examples, and supporting evidence of the topic; create a draft and final document based upon the criteria outlined in classroom handouts.

c. Write an outline, including an introduction, major points, and a conclusion, on a topic that has been researched.

d. Compose a speech with three main points by using informative content, appropriate visual materials, personal experience, and illustrative stories given the audience, demographic variables and speech topic.

e. Prepare presentation materials which should include an outline, a written speech, and note cards, and secure a podium and audio and visual equipment.

f. Project confidence, enthusiasm, and positive body language while delivering a grammatically correct speech achieving 90 percent of the objectives on the evaluation sheet.

g. Obtain feedback from the audience to ensure that the message being delivered was received accurately according to criteria discussed in class.

Standard 2: Office Technology

Course Indicators

1. Perform word processing functions

a. Demonstrate proficiency in reading, interpreting and analyzing the information needed to perform word processing, using manufacturers’ manuals, documentation, terminology, and other reference materials.

b. Use a personal computer with word processing software in order to produce a document, on one out of two attempts, with all errors corrected.

c. Gather appropriate materials and supplies needed to complete documents in a timely and professional manner.

d. Keyboard a document using correct fingering and technique, in a timely manner.

e. Compose a document at the keyboard using Business English skills, communication skills, and reference materials.

f. Create and integrate database, spreadsheet, graphics and desktop publishing files into meaningful and informative business documents.

g. Apply communication skills needed to prepare and format a document, using correct grammar, punctuation and spelling.

h. Create and edit documents; save, store and retrieve documents.

i. Perform the commands necessary to print a word processing document directly from the computer.

2. Perform spreadsheet functions

a. Read, interpret and follow written instructions involving the creation of a spreadsheet document as delineated in manuals.

b. Interpret and follow oral instructions to create a spreadsheet document.

c. Show the initiative to ask questions clarifying the exact requirements to complete an assignment.

d. Use manufacturers’ manuals, documentation, terminology and other reference materials needed to perform spreadsheet functions.

e. Properly operate a personal computer with spreadsheet software in order to produce a spreadsheet.

f. Create and format a spreadsheet, beginning with unorganized information, and present the data in a manner that is easy to interpret based upon criteria outlined in a classroom handout.

g. Given a spreadsheet to complete, accurately input formulas, using the correct order of operations, to achieve the correct answers.

h. Copy or move a single cell or a designated range of cells within a spreadsheet in an efficient manner.

i. Use proper commands to input data in various ways, such as changing the number of decimal places, showing the data as currency, inserting commas in numbers, or showing a number as a percent value.

j. Apply data sort, data query, data fill and data distribution within a spreadsheet.

k. Export spreadsheet files to incorporate into a word processing, graphics, desktop publishing or database file.

l. Proofread a spreadsheet document for errors, edit to revise the errors, and execute commands to correct these errors.

m. Save, store and retrieve a spreadsheet document.

n. Execute the proper commands necessary to print a hard copy of a spreadsheet document.

3. Perform database functions

a. Read, interpret and follow written instructions involving the creation of a spreadsheet document as delineated in manuals.

b. Interpret and follow oral instructions to create a spreadsheet document.

c. Show the initiative to ask questions clarifying the exact requirements to complete an assignment.

d. Use manufacturers’ manuals, documentation, terminology and other reference materials needed to perform spreadsheet functions.

e. Properly operate a personal computer with spreadsheet software in order to produce a spreadsheet.

f. Create and format a spreadsheet, beginning with unorganized information, and present the data in a manner that is easy to interpret based upon criteria outlined in a classroom handout.

g. Given a spreadsheet to complete, accurately input formulas, using the correct order of operations, to achieve the correct answers.

h. Copy or move a single cell or a designated range of cells within a spreadsheet in an efficient manner.

i. Use proper commands to input data in various ways, such as changing the number of decimal places, showing the data as currency, inserting commas in numbers, or showing a number as a percent value.

j. Apply data sort, data query, data fill and data distribution within a spreadsheet.

k. Export spreadsheet files to incorporate into a word processing, graphics, desktop publishing or database file.

l. Proofread a spreadsheet document for errors, edit to revise the errors, and execute commands to correct these errors.

m. Save, store and retrieve a spreadsheet document.

n. Execute the proper commands necessary to print a hard copy of a spreadsheet document.

4. Perform computer business graphics functions

a. Read, interpret and follow written instructions involving the creation of a business graphics document as delineated in manuals.

b. Interpret and follow oral instructions to create a business graphics document..

c. Show the initiative to ask questions clarifying the exact requirements to complete an assignment.

d. Use manufacturers’ manuals, documentation, terminology and other reference materials needed to perform a computer business graphics assignment.

e. Properly operate a personal computer with business graphics software in order to produce a document containing graphics.

f. Create an appropriate graphic to illustrate a problem in a clear and visually appealing manner based upon criteria outlined in a classroom handout.

g. Merge graphics files with word processing, database, desktop publishing, or spreadsheet files, using at least two files from two different types of software, to establish a document based upon the guidelines set forth in classroom instructions and handouts.

h. Proofread, edit and correct graphics within a document.

i. Save, store and retrieve graphics documents.

j. Execute the proper commands necessary to print a hard copy of a graphics document.

5. Perform desktop publishing functions

a. Read, interpret and follow written instructions involving the creation of a desktop publishing document as delineated in manuals.

b. Interpret and follow oral instructions to create a desktop publishing document..

c. Show the initiative to ask questions clarifying the exact requirements to complete an assignment.

d. Use manufacturers’ manuals, documentation, terminology and other reference materials needed to perform a desktop publishing assignment.

e. Properly operate a personal computer with desktop publishing software in order to produce a visually appealing document.

f. Design and layout publications (letterhead, flyer, specialty item, and business forms)

g. Merge word processing, graphics, database, and spreadsheet files into desktop publishing software.

h. Proofread, edit and correct a completed desktop publishing document..

i. Save, store and retrieve desktop publishing documents.

j. Execute the proper commands necessary to print a hard copy of a desktop publishing document.

6. Perform telecommunications functions

a. Operate a variety of telecommunications equipment using manufacturers’ manuals, documentation, terminology, and other reference materials.

b. Set up and operate telecommunications equipment according to oral and/or written directions and manufacturers’ manuals.

c. Transmit a facsimilie according to directions given orally in class.

d. Use electronic mail to send and receive documents, and distribute documents to the appropriate source in a timely manner.

e. Use voice-messaging capabilities to access the voice mail system, record a clear message, send or store a message, and retrieve voice mail messages.

Standard 3: Financial Functions

Course Indicators

1. Financial Functions

a. Solve addition, subtraction, multiplication and division problems manually.

b. Use a calculator to solve problems in addition, subtraction, multiplication and division.

c. Add, subtract, multiply and divide fraction and decimal problems with and without the use of a calculator.

d. Solve commission problems.

e. Solve percentage problems.

f. Solve finance-charge problems.

g. Solve annual percentage rate problems.

2. Perform Accounting Functions

a. Process accounting problems with the use of manufacturers’ manuals, documentation, terminology and other reference materials.

b. Use standard accounting procedures to process accounting transactions.

c. Complete accounting functions on a computer and a calculator.

d. Process accounts receivable.

e. Process accounts payable.

f. Prepare budgets.

g. Prepare financial reports.

h. Apply mathematical skills to perform accounting functions.

3. Perform Payroll Functions

a. Determine the correct accounting procedures to follow to perform payroll functions, using manufacturers’ manuals, documentation, terminology and other reference materials.

b. Complete payroll functions using a computer and calculator.

c. Process payroll

d. Maintain payroll records and forms.

e. Apply mathematical skills to perform payroll functions.

4. Perform Banking Functions

a. Perform banking functions using manufacturers’ manuals, documentation, terminology and other reference materials.

b. Complete banking functions using a computer and a calculator.

c. Prepare checks, deposit slips, and withdrawal slips.

d. Maintain and balance a simulated checking account

e. Maintain and balance a petty cash account.

f. Prepare and maintain banking records.

g. Apply mathematical skills to perform banking functions.

Standard 4: Records Management

Course Indicators

1. File Documents

a. Complete a filing project with the use of manufacturers’ manuals, documentation, terminology, and other reference materials.

b. Prepare materials for filing, using a filing simulation.

c. Sort coded correspondence according to the alphabetic, geographic, subject or numeric rules.

d. Store sorted correspondence.

e. Apply cross-referencing and logging systems to coded correspondence.

2. Retrieve Documents

a. Use reference materials to access a variety of filed materials.

b. Locate and retrieve documents of correspondence within a reasonable amount of time.

c. Apply cross-referencing rules to locate a variety of documents.

3. Retrieve Documents

a. Use reference materials to manage a filing system

b. Create new files to maintain records

c. Update files to maintain records.

d. Maintain a filing system

e. Determine, update, and follow the retention schedule for the management of a filing system.

f. Consolidate, archive and/or destroy files according to a retention schedule.

g. Secure files for legality and confidentiality.

Standard 5: Support Tasks

Course Indicators

1. Perform Telephone Operations

a. Operate the telephone efficiently using manufacturers’ manuals, documentation, terminology, and other reference materials.

b. Display telephone etiquette by exhibiting poise and a professional attitude. Use appropriate business terminology to give the caller prompt, courteous attention and present a positive image of the company.

c. Operate the telephone following operating instructions.

d. Receive calls in a timely manner.

e. Screen calls according to acceptable business procedures.

f. Listen and verify information according to acceptable business practices.

g. Record message in an accurate manner so that appropriate action can be taken by the recipient.

h. Relay a recorded message to the appropriate person(s) in a timely manner.

i. Place calls, contacting the appropriate person(s), and relay correct information to that/those person(s).

j. Develop and maintain a telephone list so that data may be retrieved alphabetically or numerically in a database.

2. Receive Visitors

a. Greet, assist, and monitor visitors according to classroom procedures.

b. Maintain visitor log so that information is recorded.

c. Screen visitors according to the procedures outlined in the classroom manual.

d. Make appropriate introductions based on procedures outlined in the classroom.

e. Demonstrate a professional image by presenting a positive image for a company by dressing according to acceptable business practices.

3. Perform Scheduling Functions

a. Using an appointment book, create an accurate calendar/schedule to meet the guidelines specified in the classroom textbook.

b. Process requests for scheduling, appointments, canceling appointments, and changing appointments.

c. Schedule appointments in an appointment book using correct blocks of time.

d. Confirm, verify, and communicate appointments by letter or telephone message according to guidelines discussed in class.

e. Update, revise and communicate a calendar/schedule so that the information is complete and accurate.

4. Coordinate Meeting Arrangements

a. Prepare and distributed agenda following procedures for a business meeting.

b. Assemble relevant information prior to a business meeting.

c. Prior to a business meeting, coordinate arrangements with a meeting planner in a prompt, efficient manner so that planners coordinate dates and timelines.

d. Notify participants in a prompt, efficient manner so that arrangements and preparations are made for a business meeting.

e. Confirm and/or alter arrangements for a business meeting based on the desires of the group and meeting planners.

5. Generate Minutes

a. Record appropriate notes accurately, according to examples given on the recording of the minutes.

b. Gather and organize materials necessary in order to generate accurate minutes based on classroom discussions.

c. Prepare minutes according to the acceptable standards indicated in Robert’s Rules of Order.

d. Distribute and file minutes of the meeting so that members have a record of events, and records are available for reference.

6. Coordinate Travel Plans

a. Check travel resources available so that resources may be compared to sample travel timetables and schedules.

b. Check traveler’s preferences to arrange the most efficient and cost-effective plan.

c. Arrange necessary transportation and lodging to ensure time and cost savings to meet the specifications of the traveler.

d. Assemble transportation and lodging information, confirmation information, and all necessary personal documents in an organized manner.

e. Confirm, alter, and communicate arrangements so that the traveler will be assured comfort.

f. Compose, key and distribute an itinerary.

7. Perform Mail Functions

a. Identify the features of various mail and delivery services.

b. Process incoming mail by opening, dating, inspecting, logging, and accurately sorting and distributing the mail according to acceptable business standards.

c. Assemble, address, fold, seal assorted mail.

d. Identify the proper use and purpose of the postage meter, scales and folding machine.

8. Research Information

a. Identify, obtain and document appropriate references according to acceptable business standards.

b. Synthesize unorganized facts pertaining to a given topic of information, to ensure logical sequencing according to acceptable business standards.

c. Given synthesized information of a topic, compile data and prepare final report according to acceptable business standards.

9. Maintain Employee Records

a. Prepare and update employee records so that information is accurate and complete.

b. File employee records according to guidelines specified so that retrieval is quick and efficient.

c. Prepare IRS and government reports according to current business standards.

d. Maintain employee records and reports with appropriate confidentiality according to current business standards.

10. Perform Copying Functions

a. Use manufacturers’ manuals, documentation, and other reference materials to learn duplicating procedures.

b. Demonstrate operation of copying equipment according to tested safety standards and specifications.

c. Properly maintain copying equipment. Correct equipment malfunction and/or report to the supervisor or call for repair according to service contracts and classroom instruction.

11. Maintain Work Flow

a. Develop and maintain proper work habits according to current business standards.

b. Demonstrate the ability to prioritize work according to timeline and order specified in class.

c. Apply time-management techniques according to guidelines given in class.

d. Monitor and communicate progress with coordinator according to procedures discussed in class.

e. Complete assigned tasks on or before due date.

12. Maintain a Safe Working Environment

a. Use manufacturers’ manuals, documentation, terminology, and other reference materials in order to maintain a safe working environment.

b. Observe all government and/or company rules and regulations in order to maintain a safe working environment.

c. Demonstrate office safety according to industry- established guidelines.

Standard 6: Professionalism

Course Indicators

1. Demonstrate Office Ethics

a. Demonstrate punctuality by meeting assigned deadlines according to instructions given in class.

b. Demonstrate dependability by the continual completion of an assigned responsibility, so that the completed document meets specifications given in class instructions.

c. Demonstrate characteristics and responsibilities of teamwork so that interaction will facilitate an accurate completion of the project.

d. Participate in the democratic process using handouts given at a business meeting on parliamentarian procedures.

e. Apply time-management techniques to manage work areas, schedules and work according to an appropriate personal plan of action.

f. Demonstrate flexibility for completing an office simulation involving the use of different machines, formats and skills.

g. Demonstrate initiative in preparing monthly business reports, so that work is completed before the deadline.

h. Apply organizational techniques by participating in student club activities (CBE Club), and completing responsibilities in an organized manner.

i. Develop self-confidence by demonstrating equipment or software use to another student, speaking in front of the class, and/or leading student organization meetings.

j. Recognize constructive criticism in an evaluation and implement the change according to concepts discussed.

k. Demonstrate pride in work by submitting neat, organized, and correct work according to accepted guidelines.

l. Demonstrate honesty by counting money collected from dues and fundraisers, recording it on the pay-in-order invoice, depositing all funds collected with the school treasurer, and giving proper receipts to classmates and coordinator.

m. Demonstra