Summary Document
Next Generation Occupational Standards for CTE
Career Cluster: Business Management and Administration 

Chair & Co-Chair:
Chair: Kimberly Hall, Consumer Director, Sea World
Co-Chair: Chris Jargo, Business Technology Supervisor, Hillsborough County Public Schools
Status Reports
Date	Comments	
February  - 	Program committees worked on program reviews.	
Through January, 2013	Program committees worked on program reviews. A new AS degree, Business Analysis Specialist was created and the AS in Business Administration was revised, including a change in program hours from 64 to 60 hours.  The secondary program in Accounting Operations has been replaced with a new secondary program, Accounting Applications. The Basic Skill level in Accounting Operations has been raised from 9 to 10. The MKTG 1@2 teacher certification has been added to the BTE Core in the Administrative Office Specialist and Business Supervision Management Programs.  Keyboarding and Business Skills has been renamed to Applied Computer Business Skills I, and Computer and Business Skills has been renamed to Applied Computer Business Skills II. Curriculum changes and alignment to academic courses have been formatted and posted on DOE website.	
November, 2011	Working Group Presentation to Steering Committee for 2013-’14.	
April – October, 2011	Program committees worked on program reviews. Accounting Operations was substantially revised resulting in the creation of a new Accounting Applications Program for secondary students and a standalone Accounting Operations Program for PSAV students.  Administrative Assistant/Office Specialist and Customer Assistance Technology were also revised.   The course, Computing for College and Careers (CCC), was substantially revised to support skills aligned with the Microsoft Office Specialist (MOS) Certification. The revised CCC was approved for the ‘12/’13 Practical/Fine Arts graduation requirement. We have developed a new middle school course, Introduction to Business Management and Administration. Accounting Technology AAS/AS and Business Administration AS/AAS and related CCCs have been revised.   
Curriculum changes and alignment to academic courses have been formatted for posting on DOE website. 	
February 2011	Working Group presentation to Steering Committee for 2012 – ’13.	
Nov - December	Final program revisions were completed and formatted for DOE website.	
Aug - October	The reviews of most programs resulted in minor revisions. Accounting Operations/Accounting Technology committee made minor revisions this year and postponed major revisions until program committee can meet in February 2011.  Administrative Assistant/Office Specialist Program also made minor revisions, with consideration of major program changes for ‘12/’13. Business Intelligence has delayed new program development to next year, in conjunction with program development in Information Technology. Forensic Accounting and Auditing have cancelled program development.  Business Administration (AS/AAS) has added a new Health Care Administration Specialization.  	
June - July	Program committees finalized organization and worked on program reviews, taking direction from industry.  Teaching representatives met to best determine how to incorporate industry recommendations into curriculum frameworks. 	
5/27/2010	The Working Group held a conference call to review the identified programs in the Three Year Plan of Work to ensure the curriculum is aligned with the skill requirements of the New Economy.  Program committees were developed for each program designated for review and development.  Initial reviews are to be completed by September 24, 2010.  There are three new programs to be considered for development.	
5/5/2010	The Three Year Program of Work has been updated to a new format and identifies a review date for each program within the next three years.  The Program begins with existing programs on Business Supervision and Management, Accounting Operations and the Administrative Assistants programs.  Some committee members have been identified and we are continuing to add representatives from appropriate areas. 
•	Accounting Operations  The Working Group is investigating the suggestion to separate the program into specializations such as bookkeeping and managerial accounting.
•	QuickBooks Certification There continue to be requests from secondary schools to add the QuickBooks certification from Real World Training to the WFI/AWI certification list in September.  The hurdles to be addressed include: linking the certification to a specific occupation, establishing rigorous educational requirements and a proctored exam (currently the exam is not proctored). The Florida Institute of CPAs supports QuickBooks as a teaching tool and agrees that students would acquire employable skills. 
•	Voice Writing Secondary/PSAV The Voice Writing program has been daggered and is scheduled for deletion in 2011 – 2012 due to low enrollment.
•	Business Intelligence Analysis Program The new Business Intelligence Analysis Program is being considered in conjunction with Information Technology’s Business Intelligence Committee’s Program of Work.
	
 2/10/2010	Duane Hume received a request from Polk State College and industry representatives to initiate curriculum frameworks for an AS/AAS degree program on Business Intelligence Analysis. Since this program area had been identified in both the Business Management and Administration Working Group and the Information Technology Working Group, two conference calls were conducted to discuss the scope and focus of the program(s). Participating in the conference calls were the chairs and co-chairs of the two Working Groups, representatives from Polk State College and numerous representatives from industry, including Publix, Florida Naturals, CSX Technologies, MidFlorida Banks, FedEx, Lakeland Regional Medical Center, and Badcock. Based on the consensus reached during these two calls, the following course of action will be taken:
•	There will be one AS/AAS degree program, placed in the Information Technology cluster, which targets the 15-1099.10 SOC code for Business Intelligence Analysts. Brian Terrell (Publix) will be chairing the program committee. Members of this committee have been identified and are currently getting organized. 
•	Serena Peeler (Polk County) will be augmenting the committee to ascertain the need for a secondary/postsecondary program of study. If student progression is not readily discernable, Polk County will initiate a new program request as needed. Serena will also be assessing any implications on existing or planned business program review/revision.
•	The Program Committee will also be evaluating the potential or need for a certificate or specialization path for the business analytics aspect of Business Intelligence Analysis. This may be needed at the AS/AAS level or may be deferred to the BS Level, as determined by the committee. 

Duane Hume received a significant proposed revision to the Accounting Technology AS/AAS program from St. Johns River Community College. This document has been handed off to the Working Group Chair for further consideration by the Accounting Operations/Accounting Technology Program Committee. This committee is in the organizing stage at this time.
	
12/18/2009	Brenda Hubbard presented an updated Program of Work to the Steering Committee on 12/17/2009.  The Steering Committee approved the new Program of Work, which includes the following changes:
•	The Business Analysis curriculum was re-titled to Business Intelligence Analysis.
•	The Administrative Assistant, Legal Administrative Specialist, and Medical Administrative Specialist programs were grouped together to indicate their review would be concurrent. The Medical Administrative Specialist program had not been slated for review until 2012, but will now occur in 2010. 
•	The Accounting Operations and the Accounting Technology programs were grouped together to indicate they would be reviewed together in 2010.
•	The Digital Design program was removed from the Program of Work since it was transferred to the Arts & Audio/Visual Working Group. 
•	The Voice Writing program item was moved from 2012 to 2011 since that program has been daggered for deletion due to low enrollment.	
12/8/2009	Program Effort Completed
•	Court Reporting program (8200200/B070602): OCPs have been realigned to synchronize program length between secondary and postsecondary implementations. During this effort, program standards were updated to align with national standards set by the National Court Reporting Association (NCRA).
•	The Digital Design program (8209600/B070600) moved to Arts, A/V Technology, and Communications Cluster. Teacher certifications remained intact.
•	Business Development and Entrepreneurship CCC program (0506040106) (25-hour) added to the Business Administration AS/AAS program.
•	Voice Writing program (8207600/B070603) daggered for deletion due to low enrollment (3 PSAV students statewide).
Planning Activities 
The Working Group met via conference call on 11/17/2009 with six members attending. The primary goal of this meeting was to form Program Committees for the following programs:
•	Accounting Operations (8203400/B070110) & Accounting Technology AS/AAS program (0507010100).
These two programs will be reviewed simultaneously to ensure program continuity. SJRCC recently completed an in-depth review of the Accounting Technology AS/AAS program, which will provide a starting point for the committee. Current input from the field supports revamping the Accounting Operations program into separate programs (e.g., bookkeeping, managerial accounting, etc) that share a core foundation in accounting principles. During this review, the implications of Forensic Accounting and Auditing will be considered. According to O*NET Online, these two occupational areas (SOC 13-2099.04: Fraud Examiners, Investigators, and Analysts) are relatively new and typically require a bachelor’s degree or some college at the entry level. There is interest in using QuickBooks to satisfy industry certification at the secondary level but concern about the cost. DOE has received a quote from Intuit of $6-$8 per lab workstation per year (two-year site license for 50 seats is $600).
•	Administrative Assistant (8212500/B070330), Legal Administrative Specialist (8212000/B072000), and Medical Administrative Specialist (8212300/B070300). 
These three programs are being reviewed concurrently due to the level of redundancy across the program standards. We are in the process of identifying the members for this single  committee.
•	Business Supervision & Management (8215200/B060200)
We are in the process of identifying the committee members.	
	•	Business Analysis (New Program)
After researching the job trends in this area, we recommend the program be re-named to Business Intelligence Analysis. The focus of Business Intelligence (BI) is to produce financial and market intelligence by querying data repositories and generating periodic reports. BI Analysts also devise methods for identifying data patterns and trends in available information sources using a variety of analytical methodologies. The two forms of BI include Executive Information Systems (EIS) and Decision Support Systems (DSS), both of which will be addressed in this program. According to O*NET Online, this occupation is growing at a 14-20% rate with annual salaries topping $75,000. 
We are in the process of identifying the appropriate committee members. This will very likely evolve into either a CCC or an AS/AAS program, however the foundations of business information must be incorporated into the secondary and postsecondary offerings. 
Next Steps
•	Complete assignments of Program Committees.
•	Hold next Working Group conference call no later than 1/15/2010.
•	Provide each Program Committee with clear direction on their task and support and begin review of 2010 programs.	
 2/20/2009	Planning Activities
Much of the activity to date has been focused on defining and formalizing our process for reviewing programs. The Chair and Co-Chair agreed that it was critical to have a predictable process that could be applied to all program committee efforts, and to have guidelines for validating and/or improving the standards and benchmarks, which will ensure consistency in curriculum framework quality.
•	Created a guidelines document for use by program committees when reviewing program outcomes and standards. This document also describes the committee membership requirements, responsibilities, and the process for review, submission, and approval of reviewed programs. In conjunction with any program review, a competency analysis will be performed to ensure currency, appropriateness, and alignment of program outcomes to SOC codes. This effort will help to identify and articulate core/foundational competencies essential to all business programs. 
•	Set up collaborative portal to facilitate online program review and communication among program committee members. Portal being used is Blackboard hosted by Lake County Public Schools.
Program Activities
•	Court Reporting program (8200200/B070602) currently being realigned to validate and synchronize program length with OCPs and industry certifications from the National Court Reporting Association (NCRA).
•	Judy Equels, with The Florida Bar LOMAS, has provided the group with detailed job descriptions from a number of member firms. These descriptions will be used by the Office Administration Program Committee to validate competencies and assess the appropriateness of a Legal Secretary certificate program.
•	The Business Administration AAS/AS program curriculum framework was reviewed to address the request for a new program focusing on non-profit organizations. The current AAS/AS program and the Business Management, Business Operations, and Business Specialist certificate programs all have non-profit organizations as an area of specialization. This constitutes four distinct programs that focus on all aspects of non-profit organizations.
Next Steps
•	Create program review checklist for use by Program Committees.
•	Form committees for 2010-2011 program of work.
•	Conduct Blackboard orientation training.
•	Next Working Group Conference Call: Week of March 16, 2009.	
Initial Summary Report (10/28/2008)	
Emerging/Important Occupations/Programs need to be developed:	*Business Analyst
*Enterprise Risk Management (ERM)
*Forensic Accounting
*Auditing
*Business Process Management
*Project Management
*Records Information Management (RIM)
*Legal Secretary
Broadcast Captioning (Court Reporting)	
*HR Compensation, benefits and job analysis specialists
*Management of Non-For-Profit Businesses	
Occupations/Programs no longer needed:	As only 2006-2007 enrollment data is currently available, no programs were identified to be discontinued. When 2007-2008 enrollment data becomes available, the group will reassess program viability based on that data and current economic conditions.	
Occupations/Programs to be addressed in 09/10	Due to the limited  time available for implementing curriculum revisions and new programs for SY 2009-2010, the following programs will be addressed:

Office Administration (AS/AAS). Review Legal Office specialization for feasibility of Legal Secretary CCC.
Computing for College & Careers (Secondary). See Steering Committee Notes below.
Court Reporting (Secondary) & Court Reporting Technology (AS/AAS). Review for emphasis on broadcast captioning and ADA assistance and update as needed.

Strategies for Programs being addressed in 09/10	
Office Administration (AS/AAS). Judy Equels, with The Florida Bar LOMAS, has agreed to provide content experts to review the competencies and propose changes for Legal Secretary (within the Legal Office specialization). St. John’s River Community College, Central Florida Community College, and Pasco-Hernando Community College will review for appropriateness and structural impact on AS/AAS program.	
	Court Reporting (Secondary) & Court Reporting Technology (AS/AAS). Cathy Phillips, with Accurate Reporting and Video Service, Inc., has agreed to review the Court Reporting secondary and AS/AAS programs to assess the emphasis on broadcast captioning and ADA support competencies. The broadcast captioning method of court reporting is becoming increasingly prevalent in the court system. A CCC program is under consideration in the AS/AAS program. Revisions to AS/AAS programs to be reviewed by St. John’s River Community College, Central Florida Community College, and Pasco-Hernando Community College. 	
	Computing for College & Careers (Secondary). See Steering Committee Notes below.	
Next Meeting: 	The Working Group will meet by conference call during the week of November 10, 2008.	
Important Note:	This summary represents the output of the newly restructured Business Management and Administration Working Group. The group currently consists of ten (10) representatives from private industry/professional associations, one (1) representative from government (Florida Auditor General), four (4) representatives from community colleges, two (2) representatives from technical career centers, two (2) school district representatives and one (1) university representative. 	
	The group welcomed the participation of Dr. Dawn Holley-Dennis, from Florida A&M University. Dr. Dennis is the Chair of Business Technology and Education at FAMU. Her participation in the group will ensure that FAMU’s BTE teacher education program remains aligned with teacher expectations in terms of curriculum and technical competencies.	
	Collaboratively, the group focused on occupations identified as high skill/high wage (HS/HW) appearing on the Florida TOL as well as those identified as being IN DEMAND on the O*Net occupational listing for the Business Management and Administration (BMA) Career Cluster. In addition, they reviewed the O*Net list of emerging industries/occupations, discussing implications on existing BMA occupations. The results of these reviews were coalesced with individual insight and perspectives from a broad range of industry and business-related associations.	
	In addition to the above, the results of the first BMA Working Group’s meeting in July were reviewed and discussed. The need for a Business Analyst program was validated by the group, however, they agreed to table the potential occupational impact brought about by the gaming/gambling industry in Florida until more extant data is available.	
	Each of the programs/occupations identified for new development were considered without regard as to their applicability to a particular educational level. The group strongly agreed that any program culminating in an AS or AAS degree will be supported by appropriate secondary/PSAV curricula to ensure continuous programs of study.	
	The emergence of GIS Technology was discussed as to the potential need for individuals working in private business/industry and government to have skills using data extracted from GIS systems. This data is used for planning and marketing purposes as well as presentation purposes. The group decided that this was a “watch area” that will be revisited by the group on a regular basis.	

	Group members representing the accounting profession collectively agreed that all accounting programs should incorporate International Financial Reporting Standards. As these programs come under review, this will be addressed in the curriculum frameworks. Programs not addressing these skills will be updated accordingly.	
	As a group, there was a consensus that more emphasis is needed in virtually all programs on business communication skills (writing, verbal, and listening), grammar, technology, etiquette, and ethics. As all BMA programs come under review, the curriculum frameworks will be updated as needed to ensure an increased awareness and importance of these skills when implemented. Programs not addressing these skills will be updated accordingly. 	
	During the July meeting, Jim Simpson (FCCJ) recommended that the group review a list of emerging occupations that was prepared by the Texas State Occupational Information Coordinating Committee. That review will be forthcoming with any potential occupations being vetted based on the impact on Florida’s economic development. 	
Steering Committee Notes 11/4/2008:	Computing for College & Careers (Secondary). 
Original Plan: Suzanne Bryant, with Marion County Schools, has volunteered the services of a BTE teacher to review and update verbiage used in the expected outcomes of the Computing for College & Careers secondary program. A program committee comprised of teachers and industry representatives will be formed to collaborate on the range of outcomes included in the program and verbiage of the expected outcomes. This one-credit course/program is a core course for the BMA cluster.
Current Plan: The Steering Committee questioned the need for reviewing the Computing for College and Careers course and recommended that the competencies covered in that course be integrated into the business programs it supports, and that the course itself should in turn be discontinued. After some discussion about the implications of discontinuing this core course, the committee has requested that the working group provide the committee with possible options. This will be a specific item of discussion and resolution during the group’s conference call during the week of November 10. 
	
	Digital Design. The committee directed that the Digital Design program (8209600) be reassigned to the Arts, A/V, and Communication Career Cluster. Review of this program will become the responsibility of the Working Group for that cluster. Technical competencies in that program which are typically expected from Administrative Assistants in business environments will be incorporated into the Administrative Assistant and other programs as necessary.	
	New Program. The Steering Committee recommended addition of a program focusing on management of non-profit (not-for-profit?) businesses to include both charitable and trade/professional association perspectives. This program goal has been added to the three-year plan.	
	The Steering Committee recommended that the review of the International Business secondary program should move from being reviewed in 2012-2013 to 2011-2012. This review should also explore ways in which a foreign language may be integrated into the curriculum. Mandarin Chinese was specifically mentioned.