Development of Technical Content Standards

For Career Fields of

Business and Administrative Services,
Finance, and Marketing

About MarkED (Contractor)

Business Participation

Educator Participation

Last updated:  3/4/06

Announcements:

  • We are currently soliciting business participation in a series of statewide focus groups.  Nominations (including self nominations) are being reviewed as submitted. 

  • Additional focus groups will be scheduled nationwide.  Announcements will be posted   approximately April 1.

Introduction

This research initiative is sponsored jointly by the Ohio Board of Regents and the Ohio Department of Education.  The project seeks to leverage MarkED/Career Paths’ prior and concurrent experiences with curriculum research to support program development in business and marketing education in three identified career fields:

  • Business and Administrative Services

  • Finance

  • Marketing

Based on extensive secondary research, high levels of (business) community interaction, and participation of key educators, MarkED/Career Paths proposes to develop technical content standards and corresponding academic content to identify what students should know and be able to do to pursue employment and to prepare for continuing education.  Specifically, this proposal seeks to support the delivery of quality career-technical education in Ohio and to ensure that business and marketing programs offer relevant, rigorous, and integrated curricula consistent with Ohio guidelines and integrated as appropriate with national academic and Career Cluster standards.

Goals and Objectives

  • Encourage active participation and support of the Ohio business community in the development of various standards and programs in business and marketing education.

  • Encourage the active participation and support of Ohio educators to ensure utility for the development of quality C-T programming.

  • Develop technical content standards validated by the business community to reflect technical knowledge and skills relevant to:

  • Secondary and postsecondary education programs

  • Multiple career pathways

  • Specific career fields (core content standards)

Additional research and developmental work will identify academic concepts and skills (content standards) that are requisite for high-level performance in the workplace and relevant to requirements of continuing education.

Strategies for Implementation (Work Plan)

Standards for Career and Technical education must reflect a balance of industry (business) expectations in terms of knowledge and skill for employment and progression, and clear identification of academic expectations to support both employment and continuing education.  Additionally, if they are to have meaningful impact on programs, standards must be organized
to meet the needs of local teachers.  Issues such as sequencing, depth of instruction, and instructional levels become key issues in developing standards that can easily be used in the preparation of specific curricula and corresponding assessment, courses of study, and course guides. 

Therefore, along with the planning team, the proposed project incorporates the active participation of both educators and business leaders—business representatives to identify key skills and concepts in the workplace and educators to help organize business-validated content in a manner that is useful to local curriculum planners.  Specifically, the project will utilize:

  • Planning team to provide broad oversight of project activities and outcomes and consisting of individuals appointed by Ohio Board of Regents, Ohio Department of Education, and MarkED/Career Paths

  • Business futuring panel to define the vision and scope of each career field, and consisting of senior-level business leaders representing relevant industry sectors.

  • Business validation panels  to define careers by industry sector and to determine essential and recommended competencies, and consisting of business practitioners within each career field.

  • Educator review panel to advise on curriculum issues relative to the proposed standards, and consisting of 6–8 secondary and postsecondary participants for each panel. 

  • Stakeholder review panel to review and reconcile various inputs and document drafts.

Organizational Capacity

Established in 1971, MarkED/Career Paths is a consortium of 43 state education departments and other organizations.  The Consortium maintains a headquarters staff in Columbus, Ohio.   Key to this project is a staff of 8 curriculum specialists/writers with a broad array of experiences in both industry and education.  Staff are employed on the basis of their academic and technical skills.  As projects warrant, MarkED/Career Paths employs various specialists, including English and math teachers, and other specialists as warranted, to enhance staff capabilities for specific projects and initiatives.

MarkED/Career Paths has provided leadership in curriculum research and instructional design over a period of some 35 years.  The organization was established for the specific purpose of building curricula to focus on measurable instructional outcomes.  Its original focus was marketing and work transition.  Since 1987, the breadth of curriculum research has expanded to embrace a broad business “core.”  Recent work has included proprietary research in marketing, finance, and business operations, and a supporting business administration core relevant to most business careers.

MarkED/Career Paths is recognized by the State Directors of Career and Technical Education as a “lead partner” in the development of curriculum for 3 of 16 recognized Career Clusters.   In that role, the organization has been instrumental in the overall design of content models and in the training of teachers to implement specific models nationwide.  In addition, MarkED/Career Paths partners with other organizations, including both Career-Tech Student Organizations and various professional associations nationwide.

MarkED/Career Paths provides extensive and ongoing teacher training, curriculum development, and other professional development activities for 43 states. 

Most recently,  in cooperation with 24 state sponsors, the organization has developed a Business Administration curriculum model to address core concepts and skills in administration, finance, hospitality, management, and marketing/sales.  Key to the project is an extensive academic integration element to help individual teachers effectively integrate key academic skills throughout the business administration model.

Additional initiatives to encourage academic integration include:

  • An informal paper addressing the use of various CTSO and instructional activities to reinforce and extend academics (particularly language and math skills).

  • Specific projects/activities to relate academic skills to specific business/marketing competencies.

  • Crosswalks to help teachers identify the relationship of specific academic standards and individual business/marketing performance indicators.

MarkED/Career Paths has been a sole-source contractor for various state curriculum and professional development initiatives, including substantive projects in:  GA, NC, NE, IA, IN, KY, MI, MO, OH, TN, TX, WA, and WV.  Additionally, some 30 states have participated in various multi-state business curriculum initiatives over the past ten years.

Recent major research initiatives include:

  • National Standards for Business Administration: Finance (2006, 2007)

  • National Standards for Business Administration: Operations (2006, 2007)

  • Building Wealth, investment competencies and course guide (2006)

  • National Standards for Business Administration: Marketing (2005, 2006)

  • Lead!, industry-validated leadership standards and course guide (2005)

  • National Standards for Entrepreneurship Education (2004)

Principals and Qualifications 

Project Director. The proposed project will be directed by Dr. James Gleason who has served as Executive Director, President, and CEO of MarkED/Career Paths since 1977.  Since his high school classroom teaching experience in the 70s, Jim’s career has focused on curriculum research and professional development of Career-Tech practitioners. He has been a guest lecturer and workshop leader in 40+ states and has served as adjunct university faculty in many.  In Ohio, Jim has taught at Bowling Green State University and at The Ohio State University (both as adjunct).  He is generally credited with visioning the existing national model for marketing education and is currently developing a similar vision for a broader “business administration” model to embrace all business careers.

Principal Investigator:  Beth Osteen will serve as principal investigator for all three career fields, providing oversight and quality management for all aspects of the research initiative.  In addition, Beth will serve as the lead researcher for the marketing career field.  Beth is a former high school teacher and has served in various research capacities at the National Center for Research in Vocational Education and at MarkED/Career Paths.  She has completed all coursework requirements for a Ph.D. at The Ohio State University.  In her role as Vice President of Research and Development, Beth has led the development of scores of curriculum guides, course models, standards initiatives, and instructional materials, including 4+2 Tech Prep models.  She has been the principal investigator for the well-accepted 1987and 2000 marketing education national standards, for the widely adopted national entrepreneurship standards (Consortium for Entrepreneurship Education), and for the recently-released 2005 Business Administration: Marketing curriculum standards model. 

Lead Research Associate, Finance:  Jane Wright will serve as the primary researcher and writer for the finance career field.  She is presently responsible for a parallel study to develop national standards for the State’s Career Clusters project, focusing on Business Administration: Finance.  Jane’s relevant experiences include development of a course guide Building Wealth and as project manager for the development of some 22 instructional modules focusing on various aspects of strategic investing, including technical analysis of stock.  Relevant experiences include senior management positions, an MBA from The Ohio State University Fisher College of Business, and college-level teaching experience in business – including industry and company analysis, financial ratios, and strategy.  Jane has substantive experience working with the Technology Student Association and with technology teachers.  She has actively participated in various aspects of industry-based curriculum validation activities (e.g., focus groups, interviews). 

Lead Research Associate:  Business and Administrative Services:  Janet Coulon will serve as the primary researcher and writer for the Business and Administrative Services career field.  She is presently responsible for a parallel study to develop national standards for the State’s Career Clusters project, focusing on Business Administration: Operations.  Janet’s relevant experiences include development of problems-based learning materials, senior management positions with major textbook publishers, including project management, editing, and writing.  In addition, Janet has extensive experience with web site development for online learning and e-commerce applications.  In her role at MarkED/Career Paths, in addition to extensive writing and secondary research responsibilities, she works with business leaders in the validation of curriculum model(s) and competency profiles. 

Business Participation

MarkED is actively seeking qualified business leaders to provide direct input into the development of these standards. 

Benefits to business participants are centered first and foremost on the opportunity of helping Ohio’s future leaders obtain a relevant and rigorous education with a strong emphasis on the development of key business skills and concepts.  Participants will help shape the future of Ohio’s career and technical programs and provide substantive input into the development of curriculum for many of Ohio’s college and high school business students.

Most participants find significant value in the focus group discussions. The opportunity to dialogue with other business leaders, using moderators to focus the discussion on specific activities and processes, routinely leads to very positive feedback. 90% of prior business participants volunteer to participate in future activities!

No advance preparation is requested.  The purpose of our focus groups and interviews is simply to understand better the nature of work in each career field and to learn more about your expectations for various workers and managers.

Participation:  Business participants will be selected on the basis of experience relevant to the specific career fields of study.  Minimum qualifications include:

  • Minimum of three years full-time employment

  • Minimum of one year with responsibilities in the field of study

  • Minimum one year supervisory/management/owner experience
    OR equivalent professional-level assignment
         (NOTE:  Senior management experience is required for the initial futuring panels.)

  • NO prior full-time teaching experience within past 5 years

Industries/Specializations of interest include the following types of career responsibilities:

  • Senior management in most industries (VP or higher)

  • Accounting

  • Executive/Senior administrative support/Office management

  • Banking and related areas

  • Corporate finance

  • Financial planning and investments

  • Human resources

  • Information managers

  • Insurance

  • Marketing communications, including advertising, direct mail, internet-based promotions, etc.

  • Marketing management

  • Marketing research

  • Operations management

  • Professional sales

  • Project managers, analysts

  • Retail merchandising

  • Other areas relevant to career preparation in business/marketing education OTHER       THAN food service, hospitality, or travel/tourism (planned for a later date)

Activities include various interviews and survey processes, but will center on a series of focus groups throughout the nation.  The Ohio meeting schedule follows: 

Cincinnati area

            April 25:           *Senior managers of marketing, marketing research,
                                      communications, internet-based marketing and promotion,
                                      merchandising, and professional selling

            May 23:           *Retail merchandising

                                    *Corporate finance

                                    *Administrative services, office management

            May 24:           *Marketing communications

                                    *Financial planning and investments

                                    *Operations management                                 

Cleveland area

            April 27:           *Senior managers of corporate finance, financial planning and
                                      investments, banking services, and insurance. 

            May 31:           *Human resource management

                                    *Insurance

 

Columbus area

            May   5:           *Senior managers of corporate finance, financial planning
                                      and investments, banking services, and insurance.

                                    *Senior managers of marketing, marketing research, communications,
                                      internet-based marketing and promotion, merchandising, and professional
                                      selling

                                    *Senior managers of accounting, administrative services and office
                                      management, business information management, general management,
                                      human resource management, and operations management.

            May 19:           *Marketing research

                                    *Business information management

            May 25:           *Accounting

                                    *Marketing management

 

Dayton area

            June 6:            *General management

                                    *Professional selling

 

Marietta area

            May 16:           *Professional selling

            May 17:           *General management

 

Toledo area

            April 28:           *Senior managers of accounting, administrative services and office
                                      management, business information management, general management,
                                      human resource management, and operations management.

            June 1:            *Business information management

                                    *Banking

Specific meeting locations will be announced in mid-April.

Each focus group will begin promptly at 8:30 and conclude no later than 1:30. Morning pastries and a light lunch is provided.  Coffee break and introductions begin at 8:15.

Nominations for participation on a business panel, including self-nominations (encouraged),
are being actively solicited. Please contact Carmel Martin at 800.448.0398 x215 or CarmelM@Mark-ED.org.  This is a fast track project.  Time is of the essence!

Educator Participation

Community/Technical College and High School business/marketing faculty with teaching experience in the specific field of study are encouraged to nominate themselves. Educator focus groups are being planned for late summer in Columbus. Dates will be announced approximately April 1.

Nominations for participation on an educators’ panel, including self-nominations (encouraged),
are being actively solicited. Please contact Carmel Martin at 800.448.0398 x215 or CarmelM@Mark-ED.org.  This is a fast track project.  Time is of the essence!

Questions?  Please e-mail us at Service@Mark-ED.org

Be sure to include your contact information, including phone number.