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DOCUMENT RESUME CE 073 766 ED 406 540 Business and Marketing Cluster. Task Analyses. TITLE Henrico County Public Schools, Glen Allen, VA. Virginia INSTITUTION Vocational Curriculum and Resource Center. Virginia State Dept. of Education, Richmond. Office of SPONS AGENCY Vocational, Adult, and Employment Training Services.; Virginia State Dept. of Community Colleges, Richmond. PUB DATE 96 322p.; Developed by Central Virginia Community College and NOTE Tidewater Community College. AVAILABLE FROM Virginia Vocational Curriculum and Resource Center, 2200 Mountain Road, Glen Allen, VA 23060-2208 ($33.46). Classroom PUB TYPE Guides Teacher (052) EDRS PRICE MF01/PC13 Plus Postage. Accounting; Behavioral Objectives; *Business Education; DESCRIPTORS Community Colleges; *Competence; Competency Based Education; Evaluation Methods; High Schools; Learning Activities; Legal Assistants; Marketing; Occupational Clusters; *Occupational Information; Office Automation; *Office Occupations; Postsecondary Education; Retailing; Student Evaluation; *Task Analysis; Tech Prep; Two Year Colleges; Vocational Education Virginia IDENTIFIERS ABSTRACT Developed in Virginia, this publication contains task analysis guides to support selected tech prep programs that prepare students for careers in the business and marketing cluster. Guides are included for accounting systems, legal systems administration, office systems technology, and retail marketing. Each task analyses guide has the following essential (1) an occupational task list derived from a panel of local workers elements: or employers (occupational analysis) consisting of a duty area, a task or competency, a performance objective, a performance measure, and enabling (2) a collection of secondary and postsecondary objectives and activities; instructional objectives and performance measures that reflect the (3) a list of courses and programs that make up the occupational analysis; tech prep program; and (4) a list of resources that can be used to support instruction. (KC) ******************************************************************************** Reproductions supplied by EDRS are the best that can be made from the original document. ******************************************************************************** TASK ANALYSES BUSINESS AND MARKETING CLUSTER ACCOUNTING SYSTEMS LEGAL SYSTEMS OFFICE SYSTEMS TECHNOLOGY rginiE1111 INTO RETAIL MARKETING BUSINESS III U.S. DEPARTMENT OF EDUCATION Office of Educational Research and Improvement AND PERMISSION TO REPRODUCE EDUCATIONAL RESOURCES INFORMATION DISSEMINATE THIS MATERIAL CENTER (ERIC) HAS BEEN GRANTED BY This document has been reproduced as received from the person or organization originating it. 0 Minor changes have been made to improve reproduction quality. Points of view or opinions stated in this RESOURCES document do not necessarily represent TO THE EDUCATIONAL official OERI position or policy. INFORMATION CENTER (ERIC) Commonwealth of Virginia Virginia Community College System Richmond, Virginia 23219 2 BEST COPY AVAILABLE TASK ANALYSES BUSINESS AND MARKETING CLUSTER DEVELOPED BY Central Virginia Community College Tidewater Community College PRODUCED BY Virginia Vocational Curriculum and Resource Center 2200 Mountain Road Glen Allen, Virginia 23060 FOR Virginia Community College System 101 North 14th Street Richmond, Virginia 23219 9-901.075 ©Virginia Community College System, 1996 INTRODUCTION This publication contains task analyses guides to support selected Tech Prep programs that prepare students for careers in the Business and Marketing cluster. Tech Prep curriculum guides are essentially local products, developed to support programs offered by a community college and the school divisions in its consortium. Each guide is intended to serve as a model for other sites that wish to establish a similar program, and for this reason, all deliverables as they are received are placed in the library of the Virginia Vocational Curriculum and Resource Center (VVCRC), available on loan. A few have been selected for publication and broader distribution by the Virginia Community College System, based on their potential for widespread use. Each task analyses guide included in this publication has the following essential elements: An occupational task list derived from a panel of local workers or employers (occupational analysis) A collection of secondary and postsecondary instructional objectives and performance measures that reflect the occupational analysis A list of courses and programs that make up the Tech Prep program A list of resources that can be used to support instruction. Certain other elements, such as related academic competencies and career path information, have been included if developed by the local site. Other information, including learning activities, sample student sched- ules, course descriptions, and other introductory matter, may be obtained from the complete guide in the VVCRC library or from the project director. Each task analyses guide has been reviewed and approved for statewide use in secondary schools by the appropriate content specialist at the Virginia Department of Education. Due to recent restructuring of many secondary program areas, the content of a Tech Prep guide, based on local employment requirements, may differ from the VDOE-recommended course content. Suggestions by the content specialist to reconcile these differences may be noted in the guide. 4 ACCOUNTING SYSTEMS Developed by the Tidewater Area Tech Prep Consortium Tidewater Community College Chesapeake Public Schools Norfolk Public Schools Portsmouth Public Schools Virginia Beach Public Schools Dr. Maxine B. Singleton, Project Director Edited and produced by Virginia Vocational Curriculum and Resource Center Margaret L. Watson, Director Karen T. Westermann, Editor CONTENTS Page Occupational Analysis 1 4 Career Path Offerings Task Inventory Secondary Duty Areas 5 45 Postsecondary Duty Areas 65 Program Design 69 Resources 1996 5 ACKNOWLEDGMENTS Writing Team Shirley D. Brown, Business/Marketing Department Chair and Instructor, Great Bridge High School, Chesapeake City Schools B. Anne Haste, Vocational Education Chair and Instructor, Lake Taylor High School, Norfolk City Schools Arthur O'Connell, Professor of Accounting, Tidewater Community College, Virginia Beach Kathleen W. Malone, Business/Marketing Department Chair and Instructor, Ocean Lakes High School, Virginia Beach City Schools Chris Widmer, Professor of Accounting, Tidewater Community College, Virginia Beach Jocelyn L. Wood, COE Coordinator and Instructor, I.C. Norcom High School, Portsmouth City Schools DACUM Participants Jeannie Kellihan, Jett, Berkley, Furr, Padgett Ted Thorbjoinsen, Sentara John C. Russ, Moody, Strop le & Kloeppel LTD. Clyde McFarland, Commerce Bank Kathy Nowell, Signet Bank Linda Overton, E.C. Beacham & Associates Decie Buckwalter, Norshipco Chris Shean, Peat Marwich Jon Peter Teig, City of Portsmouth .Inhnna R. Whitaker, Portsmouth Public Schools Karen L. Anderson, Goodman and Company Robert M. Howard, Hospitality Management Group Steering Committee Christine Colden, Wilson High School, Portsmouth Public Schools Mary Craig, Portsmouth General Hospital, Portsmouth Linda Daughtrey, Chesapeake Public Schools Robert Grymes, Tidewater Community College, Portsmouth James Herndon, Norfolk Pamela Klavenski, Anderson & Winslow, P.C., Virginia Beach Patrick Konopnicki, Virginia Beach Public Schools, Virginia Beach Loretta Pate, De Paul Medical Center, Norfolk Frank Pee le, Norfolk Public Schools, Norfolk Michael LaBouve, Provost, Tidewater Community College, Virginia Beach Jinxey Poniatowski, Virginia Beach Public Schools, Virginia Beach Jane Hamer, Virginia Employment Commission, Portsmouth Louise Griggs, Virginia Department of Labor & Industry, Norfolk Jane Hosay, Norfolk Public Schools, Norfolk Sam Lamb, Provost, Tidewater Community College, Portsmouth Maxine Singleton, Director, Tidewater Tech Prep Consortium, Tidewater Community College, Virginia Beach Consultants Virginia Vocational Curriculum and Resource Center Margaret L. Watson, Director Suzanne B. Trevvett, Writer/Editor iii OCCUPATIONAL ANALYSIS Occupational Task List, Accounting Technician/Accounting Assistant A. PERFORMING GENERAL ACCOUNTING FUNCTIONS Perform bank account reconciliations. 1. Prepare reconciliations and analyses. 2. Maintain fixed assets records. 3. Process end-of-period information. 4. Prepare, process, maintain, and balance financial ledgers. 5. B. PROCESSING PURCHASES AND PAYABLES Process requisitions and or purchase orders. 1. Process other payables. 2. Prepare reconciliations and analyses related to purchases and payables. 3. Prepare sales tax exemption certificates. 4. Process purchase invoices. 5. Process payments. 6. Respond to vendor inquiries. 7. Process purchase returns and allowances. 8. Generate ledgers related to purchases and payables. 9. Prepare end-of-period accrual information. 10. C. PROCESSING SALES AND RECEIVABLES Process sales invoices. 1. Attempt to collect past-due accounts. 2. Obtain sales tax exemption certificates. 3. Generate and maintain customer list. 4. Process/post receipts. 5. Generate ledgers related to sales and receivables. 6. Prepare uncollectible accounts analyses. 7. Process sales returns and allowances. 8. Prepare reconciliations and analyses related to sales and receivables. 9. 10. Respond to customer inquiries. D. PERFORMING PETTY CASH FUNCTIONS Reconcile and reimburse petty cash funds. 1. Prepare reconciliations and analyses related to petty cash. 2. Prepare petty cash vouchers and supporting documentation. 3. E. PERFORMING MANAGERIAL ACCOUNTING Process cost accounting information. 1. Perform profitability analyses. 2. Process budget information. 3. Perform business/financial analyses. 4. Perform forecasting. 5. Prepare budget-to-actual comparisons. 6. Accounting 1 7 PROCESSING PAYROLL AND RELATED RECORDS F. Maintain employee payroll records. 1. Process payroll. 2. Respond to employee inquiries regarding payroll. 3. Process payroll benefits information. 4. Prepare reconciliations and analyses related to payroll and employee/employer records. 5. Prepare external information reports. 6. Process employee withholding information. 7. Generate ledgers/reports related to payroll and employee/employer records. 8. G. PERFORMING AUDITING FUNCTIONS Collect and summarize data for external auditors. 1. Observe inventory count. 2. Prepare financial reports. 3. Process confirmation letters. 4. Select statistical samples. 5. Prepare reconciliations and analyses. 6. Assist external auditors. 7. Document internal controls. 8. H. COMMUNICATING WITH OTHERS Perform internal/external client service functions. 1. Conduct training. 2. Prepare and deliver oral presentations. 3. Answer phone and record messages. 4. Compose written documents. 5. MAINTAINING PROFESSIONALISM I. Maintain professional conduct. 1. Participate in community activities. 2. Participate in continuing education. 3. Participate in team projects. 4. Establish personal professional development goals. 5. RECORDING INVENTORY J. Verify inventory quantities. 1. Prepare inventory reconciliation analyses. 2. Maintain inventory records. 3. Process inventory. 4. K. USING OFFICE TECHNOLOGY Communicate through electronic means. 1. Perform database functions. 2. Maintain hardware operations. 3. Perform word processing functions. 4. Perform spreadsheet functions. 5. Perform automated accounting functions. 6. Operate and maintain office equipment. 7. Accounting 2 PERFORMING GENERAL OFFICE FUNCTIONS L. Plan and organize work flow (prioritize). 1 2. Research information. Maintain filing system. 3. 4. Retrieve documents. 5. File documents. Maintain office supplies. 6. M. PERFORMING TAX FUNCTIONS Collect tax data. 1. Prepare tax reports. 2. 3. Prepare federal and state income tax returns. 4. Summarize tax data electronically or manuallly. 5. Process payroll tax returns. Prepare information returns. 6. 7. Prepare personal property tax returns. 8. Prepare sales tax returns. ACCOUNTING TECHNICIAN Equipment List Check encoder Checkwriter Copier CRT terminal Dictation equipment Fax machine Local area network Mailing equipment Microfiche equipment Modem Optical scanner Personal computer, printer, and peripherals Report binding equipment Telephone Ten-key calculator Typewriter Voice mail Software Accounting packages: Peachtree DacEasy Accounting 3 9 DOS E-mail software Excel Lotus 1-2-3 Microsoft Works Microsoft Word OCR software Quattro Pro Windows WordPerfect Utilities software (i.e., Norton, Procomm) KNOWLEDGE, SKILLS, AND APTITUDES Accounting principles (including debits, credits, cash flow, double-entry bookkeeping, balance sheet, and chart of accounts) Basic English Basic math (including formulas) Business writing Computer literacy Communication skills (including oral communication) Employability skills (interviewing, resume, image, etiquette) Financial management Interpersonal relationships Logic, problem solving, analyses, and decision making Personal (self-esteem, attitude, willingness to learn, work ethic) Tax concepts RECOMMENDED RELATED COURSES Algebra Business Ethics Business Law Business Statistics General Business Introduction to Computers (basic programming) Keyboarding! Typing Applied Work Experience (summer, co-op, internships, shadowing) CAREER PATH OFFERINGS FOR SELECTED ACCOUNTING OCCUPATIONS HIGH SCHOOL CAREER STUDIES CERTIFICATE ASSOCIATE DEGREE (Postsecondary) (Postsecondary) (Postsecondary) Accounting Clerk Accounts Receivable Clerk Bookkeeper Junior Accountant Bank Teller Accounts Payable Clerk Tax Preparer Internal Auditor Trainee Cost Clerk Management Trainee Bank Management Trainee Payroll Clerk Accounting Technician Administrative Assistant Accounting Trainee Accounting 10 4