Introduction to Business Procedures

Category: Objective Test
Type: Individual

Overview

60-minute test administered during the NLC.

Objective Test Competencies: Human Relations; Technology Concepts; Communication Skills; Decision Making/Management; Career Development; Business Operations; Database/Information Management; Ethics/Safety; Finance; Information Processing


Guidelines

Objective Test Guidelines
Objective Test Guidelines
  • No materials may be brought to the testing site.
  • Electronic devices must be turned off and out of sight.
  • No calculators may be brought into the testing site; calculators will be provided.
  • Bring a writing instrument.
General Guidelines

The general event guidelines below are applicable to all national competitive events. Please review and follow these guidelines when competing at the national level. When competing at the state level, check the state guidelines since they may differ.

Eligibility

  • Dues: Competitors must have paid FBLA national and state dues by 11:59 p.m. Eastern Time on March 1 of the current school year.
  • NLC Registration: Participants must be registered for the NLC and pay the national conference registration fee in order to participate in competitive events.
  • Deadlines: The state chair, or designee, must register each state competitor on the official online entry forms by 11:59 p.m. Eastern Time on the second Friday in May.
  • Each state may submit four (4) entries in all events except LifeSmarts, Virtual Business Finance Challenge, and Virtual Business Management Challenge.
  • Each competitor can only compete in one (1) individual/ team event and one (1) chapter event.
  • Each competitor must compete in all parts of an event for award eligibility.

Repeat Competitors

Competitors are not permitted to compete in an event more than once at the NLC unless one of the following circumstances applies:

  • Modified Events: A competitor may compete in the same event when the event is modified. Note, if the only modification is a name change, competitors may not compete in the renamed event.
  • Team Events: One (1) competitor of the team may have competed in the same event at one (1) previous NLC; however, they may not compete more than twice in the event at the national level.
  • Chapter Events: Competitors may compete in a chapter event more than once (American Enterprise Project, Community Service Project, and Partnership with Business Project).
  • Individual Entry: A competitor who competed as an individual entry in a team event at the national level may compete in the same event a second time as part of a team, but not a second time as an individual.
  • Parliamentary Procedure: Two (2) competitors of the team may have competed in this event at a previous NLC; however, they may not compete more than twice at the national level.
  • Pilot Event: Competition in a pilot event does not disqualify a competitor from competing in the same event if it becomes an official competitive event. The participant may compete in another event as well as a pilot event.

Breaking Ties

  • Objective Tests: Ties are broken by comparing the correct number of answers to the last 10 questions on the exam. If a tie remains, the competitor who completed the test in a shorter amount of time will place higher. If this does not break the tie, answers to the last 20 questions will be reviewed and determine the winner.
  • Objective and Production Tests: The production test scores will be used to break a tie.
  • Objective Tests and Performances: The objective test score will be used to break a tie based on the tie-breaking criteria of objective tests.
  • Reports/Projects and Performances: The report/project scores will be used to break a tie.
  • Performances: Judges must break ties and all judges’ decisions are final.

National Deadlines

  • State chair/adviser must register all competitors for NLC competitive events online by 11:59 p.m. Eastern Time on the second Friday in May.
  • All prejudged components (reports, websites, projects, statement of assurance) must be received by 11:59 p.m. Eastern Time on the second Friday in May.
  • All prejudged projects and reports must be submitted electronically.
  • All Statements of Assurance must be submitted online.
  • All production tests must be received at FBLA-PBL by 11:59 p.m. Eastern Time on the third Friday in May.
  • All production tests must be uploaded online.
  • State chair/adviser may make name changes only (no additional entries) by 11:59 p.m. Eastern Time on the first Friday in June. Competitor drops are the only changes allowed after this date and onsite.

National Awards

The number of competitors will determine the number of winners. The maximum number of winners for each competitive event is 10. Only one (1) award is given to the schools competing in chapter events (American Enterprise Project, Community Service Project, Local Chapter Annual Business Report, and Partnership with Business Project).

Additional Materials

Certain events may allow the use of additional materials. Please refer to event guidelines.

Americans with Disabilities Act (ADA)

FBLA‑PBL meets the criteria specified in the Americans with Disabilities Act for all participants who submit a special needs form.

Recording of Presentations

No unauthorized audio or video recording devices will be allowed in any competitive event. Participants in the performance events should be aware the national association reserves the right to record any performance for use in study or training materials.


Preparation

Sample Practice Materials

Format Guide

Competencies
Competency
Tasks
Human Relations
1. Identify appropriate work habits and ethics including appropriate dress.
2. Identify, evaluate, and select training resources for employee training programs
3. Develop/explain work processes and procedures (organizational and prioritizing skills).
4. Coordinate staff work schedule and workload distribution
5. Contribute to development of job descriptions for staff
6. Discuss and analyze an employee performance evaluation.
7. Maintain employee records
8. Update policy and procedures manual
9. Conduct new employee orientation and employee training
10. Create and maintain effective and productive work relationships.
11. Work in a team to solve problems and share knowledge
12. Exhibit behaviors and actions to effectively motivate and lead people.
Technology Concepts
1. Conduct a needs assessment of hardware, software, furniture, equipment, and supplies
2. Evaluate and recommend hardware, vendors, warranties, and purchasing options to solve specific problems
3. Remove, upgrade, store, and install computer hardware and supportive software
4. Navigate the basic operating system and internet applications
5. Manage files and folders.
6. Identify and use appropriate help resources to learn software and hardware and to solve problems (e.g., help desks, online help, and manuals)
7. Select and apply the appropriate productivity software to complete tasks.
8. Identify, evaluate, and select software specific to an organizational function and/or industry.
9. Select and apply multimedia software appropriate for specific tasks
Communication Skills
1. Compose, give, and follow oral and written instructions.
2. Identify good listening skills.
3. Interpret verbal and nonverbal cues/behaviors to enhance communication.
4. Locate/maintain telephone numbers and addresses.
5. Identify proper techniques for answering, screening, and placing calls, including conference calls.
6. Identify proper techniques for placing a caller on hold, transferring a call, and/or taking a message.
7. Identify, analyze, and evaluate emerging communications technologies for use in organizations.
8. Process electronic communications (e.g., fax, e-mail, file transmissions).
9. Prepare and deliver oral presentations.
10. Receive/greet visitors and clients; make introductions, and direct inquiries.
11. Locate, organize, and reference information from a variety of sources to communicate with co-workers and customers/clients.
12. Communicate with customers and other employees to foster positive relations, clarify workplace objectives, and provide feedback
13. Compose business documents such as agendas, reports, and correspondence.
14. Develop and interpret tables, charts, and figures to support written and oral communications
Decision Making/Management
1. Identify different types of leadership styles and describe characteristics of effective leaders.
2. Identify the functions of management.
3. List the responsibilities involved at the different levels of management.
4. Interpret an organizational chart.
5. Set priorities and develop efficient procedures for workflow and monitor work loads.
6. Develop efficient office teams and apply skills to assigned activities and to resolve conflicts
7. Examine potential problems facing business and offer alternative solutions including contingency plans
8. Acquire, analyze, access, exchange, organize, and synthesize information to guide business decision making and to increase workplace efficiency and effectiveness
9. Identify, write, and monitor workplace performance goals to guide progress in assigned areas of responsibility and accountability
10. Manage quality-control processes to minimize errors and to expedite workflow.
Career Development
1. Explore business careers and examine job opportunities through various sources, including newspapers, employment agencies, personal inquiries, and the Internet.
2. Develop a career plan.
3. Prepare a letter of application, resume, employment application, and follow-up letter.
4. Identify behaviors considered to be appropriate or inappropriate in a job interview
5. Identify the steps to follow in resigning from a position.
6. Develop and maintain a portfolio and personal professional documents and certifications.
7. Identify potential employment barriers for nontraditional groups and ways to overcome the barriers.
8. Utilize career-advancement activities to enhance professional development.
Business Operations
1. Identify characteristics of an efficiently organized workstation and recommend improvements in physical layout
2. Make decisions on best reprographics methods to use for a specific task including appropriate paper.
3. Process incoming and outgoing mail, including electronic mail.
4. Identify and coordinate special mail services and alternative courier and electronic mail services.
5. Arrange and coordinate travel arrangements for supervisor or staff (e.g., reservations, itinerary).
6. Demonstrate time management skills
7. Coordinate meetings, events, and activities related to the office.
8. Use Personal Information Management applications (notes, calendars, contact information) to increase workplace efficiency and to facilitate on-time, prompt completion of work activities.
9. Establish procedures to maintain workstation, equipment, materials, and supplies
10. Troubleshoot problems with office equipment to make repairs and/or to obtain technical support
11. Maintain office equipment such as printers, copiers, and fax machines (add toner, load paper, clear paper path, change cartridge).
12. Manage preventive maintenance and repair of equipment.
13. Implement processes for purchasing business supplies, equipment, and services.
14. Identify types of business ownership.
Database/Information Management
1. Establish and maintain document and information storage and retrieval system.
2. Prepare and maintain an inventory record of software, furniture, hardware, equipment, and supplies.
3. Maintain (index, code, sort, and file) alphabetical, subject, numerical, and chronological filing system and retrieve information from files.
4. Maintain tickler file system and retrieve information from files
5. Maintain reference library, clippings, and historical records.
6. Purge records and/or files
7. Convert and save data using scanning equipment
Ethics/Safety
1. Identify major causes of office-related accidents and establish safety and security measures to maintain office safety
2. Adhere to privacy, safety and security policies and legislation (e.g., acceptable use policy, Web page policies, student photo policies, computer crime, fraud, abuse).
3. Implement organizational policies and procedures for security, privacy, and risk management
4. Demonstrate knowledge of an emergency/disaster plan.
5. Discuss basic issues related to responsible use of technology and describe personal or legal consequences of inappropriate use.
6. Identify confidentiality concepts and policies in an office
7. Identify characteristics of professional conduct and work ethics (integrity, loyalty, honesty, courtesy, etc.)
8. Analyze various ethical issues and problems related to the office including acceptable/unacceptable office behavior.
9. Examine factors related to ergonomics and its importance to the office worker.
10. Read, interpret, and adhere to software license agreements and legal mandates (e.g., ADA, Sarbanne-Oxly).
Finance
1. Prepare banking transactions (deposit slips, reconcile bank statement, etc.)
2. Use manual and electronic methods to complete payroll documents and other financial transactions.
3. Apply uses of calculator or computer numeric keypad in solving business problems.
4. Develop budgets for office and/or specific events and manage expenses.
5. Complete purchase requisitions and vouchers for payment.
6. Complete purchase requisitions and vouchers for payment.
7. Manage business records to maintain needed documentation.
8. Record transactions to manage cash fund accounts such as petty cash.
9. General finance terms and conditions.
Information Processing

Alignment

NBEA Standards
  • Career Development
  • Communication
  • Computation
  • Economics & Personal Finance
  • Information Technology
Career Clusters
  • Business Management & Administration
  • Finance
  • Human Services
  • Information Techology

Eligibility

States may submit up to 4 entries.
Competitors must be registered for NLC and pay registration fee.
Competitors must pay dues by 11:59 p.m. Eastern on March 1.

Timeline

Test: 1 hour