Administrative Services (2024)

Other Idaho CTE sets

PROFESSIONAL ORGANIZATIONS AND LEADERSHIP1.0

  • 1

    Student Leadership in Career Technical Student Organizations (CTSO) and Professional Associations1.1

    1. 1

      Explore the role of professional organizations and/or associations in the administrative services industry.1.1.1

    2. 2

      Define the value, role, and opportunities provided through career technical student organizations.1.1.2

    3. 3

      Engage in career exploration and leadership development.1.1.3

CAREER EXPLORATION2.0

  • 1

    Careers in Administrative Services2.1

    1. 1

      Research careers (e.g., front desk, C-suite, assistant, office manager) related to administrative services and office management.2.1.1

    2. 2

      Identify educational requirements, available certifications, professional organizations, and compensation ranges related to an administrative services career pathway.2.1.2

    3. 3

      Describe the role and responsibilities of administrative services professionals.2.1.3

CONTENT STANDARD 3.0: MICROSOFT OFFICE SOFTWARE APPLICATIONS3.0

  • 1

    Microsoft Word3.1

    1. 1

      Create a business document (e.g., resumé) from a template.3.1.1

    2. 2

      Create a table, chart, and graph from the same data set.3.1.2

    3. 3

      Format business documents (e.g., letters, emails, memos, reports, proposals), adhering to standard business communication principles.3.1.3

    4. 4

      Enter data using a variety of input devices.3.1.4

    5. 5

      Draft, edit, and revise written work.3.1.5

    6. 6

      Create desktop publications (e.g., newsletters, certificates, brochures, and flyers).3.1.6

    7. 7

      Create mail merging through Microsoft software applications.3.1.7

    8. 8

      Manage files, backups, and file sharing, using Cloud-based services.3.1.8

  • 2

    Microsoft Excel3.2

    1. 1

      Generate formulas using functions to solve a problem.3.2.1

    2. 2

      Create a spreadsheet using formatting and editing.3.2.2

    3. 3

      Create tables, charts, and graphs to depict information.3.2.3

    4. 4

      Sort and filter spreadsheet data.3.2.4

    5. 5

      Export data to various software applications.3.2.5

    6. 6

      Import data to create spreadsheets.3.2.6

    7. 7

      Implement security measures for spreadsheet protection.3.2.7

  • 3

    Microsoft PowerPoint3.3

    1. 1

      Create a presentation from a template and theme.3.3.1

    2. 2

      Describe formatting and design goals for business presentations.3.3.2

    3. 3

      Revise presentation content, formatting, and design, consistent with professional standards.3.3.3

    4. 4

      Customize presentations (e.g., animations, transitions, hidden slides, audio files, speaker notes).3.3.4

    5. 5

      Import graphics, audio, and video content into a presentation.3.3.5

    6. 6

      Manage presentation, using other common software tools (e.g., rehearse timings, screen navigation tools, pen, highlighter, spell checker).3.3.6

  • 4

    Media Technologies3.4

    1. 1

      Evaluate Internet research sites for credibility and reliability.3.4.1

    2. 2

      Manage an electronic media file storage system, applying file management techniques, including through The Cloud.3.4.2

    3. 3

      Recognize the potential risks associated with information management.3.4.3

    4. 4

      Apply information security practices (e.g., password security, login, logout).3.4.4

    5. 5

      Describe safe, legal, and responsible use of technology in the workplace, including use of social media.3.4.5

    6. 6

      Describe trends in Cloud-based applications, file sharing, and the use of artificial intelligence in administrative services.3.4.6

    7. 7

      Identify security threats (e.g., phishing, fraudulent links and attachments, robocalls, spam emails, texts).3.4.7

ACCOUNTING FUNCTIONS4.0

  • 1

    Accounting Procedures4.1

    1. 1

      Balance cash and receipts.4.1.1

    2. 2

      Balance bank statements.4.1.2

    3. 3

      Maintain accounting records (e.g., accounts payable, accounts receivable, payroll, cost, tax, accounting or spreadsheet software).4.1.3

    4. 4

      Process invoices for payment.4.1.4

    5. 5

      Document and process receipt of payment.4.1.5

    6. 6

      Describe the nature of accounts payable and accounts receivable.4.1.6

    7. 7

      Manage budget allocations.4.1.7

    8. 8

      Prepare bank deposits.4.1.8

    9. 9

      Prepare purchase requisitions.4.1.9

    10. 10

      Complete procedures and authorization for travel, travel vouchers, and accommodations purchases.4.1.10

LEGAL AND ETHICAL ISSUES5.0

  • 1

    Legal Issues Affecting Business5.1

    1. 1

      Describe fraudulent business activities.5.1.1

    2. 2

      Describe legal issues associated with misuse of information management.5.1.2

    3. 3

      Describe methods used to protect copyright, intellectual property, and corporate property.5.1.3

    4. 4

      Define the elements of a valid contract.5.1.4

    5. 5

      Describe local, state, and federal regulations impacting business operations.5.1.5

    6. 6

      Describe the importance of maintaining records for software licenses.5.1.6

    7. 7

      Describe employee rights in the workplace, including the responsibility to report violations.5.1.7

  • 2

    Ethics Affecting Business5.2

    1. 1

      Describe the value of ethics and ethical guidelines in the workplace.5.2.1

    2. 2

      Describe the importance of workplace confidentiality.5.2.2

    3. 3

      Describe the ethical usage of media content.5.2.3

BUSINESS COMMUNICATION6.0

  • 1

    Written and Oral Communication6.1

    1. 1

      Prepare correspondence (e.g., memo, business letter, electronic mail).6.1.1

    2. 2

      Edit Adobe PDF documents to include electronic signatures.6.1.2

    3. 3

      Proofread content, format, grammar, and keying errors.6.1.3

    4. 4

      Transcribe notes from written, verbal, and recorded formats.6.1.4

    5. 5

      Prepare agendas, minutes, and materials for meetings.6.1.5

    6. 6

      Communicate with liaisons outside the company (e.g., professional email, etiquette).6.1.6

    7. 7

      Deliver presentations.6.1.7

  • 2

    Telephone and Other Communication Device Techniques and Etiquette6.2

    1. 1

      Identify techniques for professionally answering, screening, and placing calls.6.2.1

    2. 2

      Identify techniques for placing callers on hold, transferring calls, and taking/leaving messages.6.2.2

    3. 3

      Describe techniques for locating telephone numbers and contact information.6.2.3

    4. 4

      Demonstrate video conferencing etiquette.6.2.4

  • 3

    Positive Customer Service and Customer Relations6.3

    1. 1

      Describe the importance of acknowledging customers/clients.6.3.1

    2. 2

      Identify the needs of customers/clients.6.3.2

    3. 3

      Provide helpful, courteous, and knowledgeable service.6.3.3

    4. 4

      Identify appropriate channels of communication with customers/clients (e.g., phone call, face‐to‐face, email, Web, social media, other technologies).6.3.4

    5. 5

      Identify techniques to seek and use customer/client feedback to improve company services.6.3.5

    6. 6

      Describe the relationship between customer/client satisfaction and company success.6.3.6

  • 4

    Conflict Resolution6.4

    1. 1

      Identify conflict-resolution techniques to enhance productivity and improve workplace relationships.6.4.1

    2. 2

      Implement conflict-resolution strategies and problem‐solving skills.6.4.2

    3. 3

      Describe the role of documentation as a component of professional conflict resolution.6.4.3

BUSINESS AND OFFICE OPERATIONS7.0

  • 1

    Office Functions7.1

    1. 1

      Describe the importance of time management and meeting deadlines.7.1.1

    2. 2

      Describe common purchasing, shipping, and receiving procedures.7.1.2

    3. 3

      Research options for travel and accommodations (e.g., flight, hotel) for business purposes.7.1.3

    4. 4

      Plan a meeting.7.1.4

    5. 5

      Describe the function of facilities management.7.1.5

    6. 6

      Plan organization/department activities (e.g., team building, life events).7.1.6

    7. 7

      Maintain electronic office calendars, tasks, appointments, allocating necessary resources (e.g., reserving rooms, room preparation, technology, equipment).7.1.7

    8. 8

      Describe the importance of working as a calendar delegate.7.1.8

    9. 9

      Describe office hazards and safety protocols.7.1.9

  • 2

    Mail/Shipping Processes7.2

    1. 1

      Process incoming and outgoing mail, including interoffice mail.7.2.1

    2. 2

      Identify special mail services (e.g., certified, registered, return receipt) available through the United States Post Office (USPS).7.2.2

    3. 3

      Identify common mail/shipping couriers (e.g., FedEx, UPS, DHL) and reasons businesses use them.7.2.3

  • 3

    File/Records Management7.3

    1. 1

      File office information manually and electronically.7.3.1

    2. 2

      Describe ARMA filing rules.7.3.2

    3. 3

      List the life cycle phases for records.7.3.3

  • 4

    Business Organization7.4

    1. 1

      Compare the types of business ownership (e.g., sole proprietorship, partnership, corporation).7.4.1

    2. 2

      Identify common departments (e.g., human resources, sales/marketing, customer relations, management, executive leadership, board of directors) and their business functions.7.4.2

    3. 3

      Describe the importance of chain of command, business organization models, and organizational charts.7.4.3

    4. 4

      Compare leadership styles (e.g., autocratic, democratic, laissez-faire, transformational).7.4.4

  • 5

    Office Tools and Equipment7.5

    1. 1

      Identify when to use facsimile versus scanned documents.7.5.1

    2. 2

      Describe copy machine usage and maintenance.7.5.2

    3. 3

      Improve 10‐key calculator proficiency.7.5.3

    4. 4

      Set up audio/visual equipment.7.5.4

    5. 5

      Describe the use of multi‐line phones and conference calls.7.5.5

    6. 6

      Set up web‐based and video conferencing.7.5.6

    7. 7

      Describe technology device trends as applied to business environments.7.5.7

Frequently asked questions

What grade levels do these standards cover?
Grade 9, Grade 10, Grade 11, and Grade 12
Where can I read the official document?
2024 Administrative Services

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