Certification Options for Administrative Professionals Marie Herman CAPOM

Certification Options for Administrative Professionals Marie Herman CAP-OM, ACS, MOSM iaap@mrhenterprises. com www. mrhenterprises. com

Agenda The decision to pursue certification Overall background on CAP, OM, MOS, and PACE exams The certification process OK, you’re certified, now what?

Why Certify? Increase Your Salary Expand Your Knowledge Gain More Respect Self-Pride Potential for Promotion Prove Your Skills Edge in Job Interviews Get More Responsibility

“ Marie, I attended a CAP study group with you and received my certification in March 2015. I was promoted from Office Manager of one plant to Operations Accounting Manager over 15 plants. Huge salary increase too. Thanks for all your help. Pamela Hart, CAP Wingo, KY ”

CAP and OM Exams Overview

Sponsor IAAP is a global association focused on networking and professional development for the administrative profession. IAAP administers the Certified Administrative Professional and Organizational Management exams.

Where To Start http: //www. iaap-hq. org

Qualifying Experience Education Experience Required No college degree 4 years Associate degree 3 years Bachelor’s degree or higher 2 years

CAP Exam 3. 5 hours 300 multiple choice questions Offered Twice a Year Pearson Vue (electronic testing)

Key Dates Exam Dates Sep 6 -10, 2016 Application due to IAAP Schedule CBT Appt. (received by) with Pearson Jun 1, 2016 TBD Late Registration Date ($50 fee): Jun 8, 2016

CAP Exam Topics Organizational Communication 25% Business Writing and Document Production 20% Technology and Information Distribution 15% Office and Records Management 15% Event and Project Management 12% Human Resources 8% Financial Functions 5%

Organizational Communication Terms and Theory Customer Service Professional Networking Team Dynamics Interpersonal Communication in Organizations Public Speaking Multi-cultural and International Business Organizational Structure, Systems, and Strategy Business Ethics and Legality

Business Writing and Document Production Business Writing and Document Terms Proofreading Grammar Document Creation and Editing Office and Web Publishing Charts, Graphs and Tables Document Finishing Meeting Minutes

Technology and Information Distribution Terms Traditional verses Electronic Information Distribution Copyrights, Intellectual Property, and Confidentiality Data Analysis Internet Communication Office Software and Hardware Computer Operating Systems Transferring and Storing Information Security

Office and Records Management Terms Manual and Electronic File Management Filing Rules and Standards Records Security File Retrieval, Maintenance, and Retention Office Design and Effective Workspaces Office Management and Purchasing Inventory Management Virtual Office

Event and Project Management Event and Project Terms Travel Preparation Meeting Planning Time Management and Planning Project Management

Human Resources Human Resources Terms Basic HR Duties and Processes Employee Files Training and Procedure Manuals Recruitment, Staffing, and Hiring Diversity Onboarding and Offboarding Human Resource Law

Financial Functions Finance Terms Budgets and Financial Statements Banking Journal Entries Reconciliation Statistical Analysis Charitable Fundraising and Donations

Exam Scoring Criterion Referenced Method of Scoring Scaled score of 500 needed Pass / Fail Rate

Costs Related to CAP Exam Registration cost of CAP exam Members $350 Non-Members $525 Study materials (varies) Study group costs, optional (varies)

CAP Exam Guide IAAP has published a CAP exam guide. $129 members $229 for non-members It should NOT be your only material used for preparing for the exam.

Bibliography (Primary) Bovee, C. L. & Thill, J. V. (2015). Business Communication Today. Pearson Prentice-Hall. Guffey, M. E. & Loewy, D. (2015). Essentials of Business Communication. South-Western Publishing Co. Shockley-Zalabak, Pamela. (2015). Fundamentals of Organizational Communication. Pearson. Stulz, K. M. , Shumack, K. A. & Fulton-Calkins, P. (2012). Procedures and Theory for Administrative Professionals. South. Western Publishing Co. Vermaat, M. E. , Sebok, S. L. , Freund, S. M. , Campbell, J. T. , & Frydenberg, M. (2015). Enhanced Discovering Computers Cengage Learning.

Bibliography (Secondary/Additional) Robbins, S. P. & Coulter, M. (2015). Management. Pearson Prentice -Hall. Smith, L. R. (2013). English for Careers. Pearson Prentice-Hall. Wempen, F. (2014). Computing Fundamentals IC 3 Edition. Wiley & Sons. Read, J. & Ginn, M. L. (2015). Records Management. Thompson/South-Western Publishing Dessler, G. (2014). Human Resource Management. Pearson Prentice-Hall Titman, K. , & Martin, A. J. (2013). Financial Management. Pearson Education. Warren, C. (2014). Survey of Accounting. Cengage Learning.

Additional Study Materials www. horizonpresentations. com www. capreview. com

CAP Recertification

Recertification Must recertify your CAP every five years 60 points are needed for recertification Points are earned in multiple ways Professional Development Industry Specific Professional Dev Leadership

Professional Development Continuing Education Formal Education Other certifications 30 points minimum

Industry Specific Professional Development Continuing Education Formal Education 20 points maximum

Leadership Elected or Appointed Positions IAAP Specific Positions 20 points maximum

Documenting All recertification points need to be documented with something along the lines of a certificate of completion or attendance that spells out your attendance, education topic, course content, date and length of program, etc.

Organizational Management Specialty

General Information Must be a CAP prior to pursuing these specialty designations (or taking CAP exam same week)

Organizational Management Exam administered same week as CAP exam 175 Questions (Multi-paragraph scenario with 6 -10 or so related multi-choice questions) 3. 5 hours

OM Exam Topics Organizational Planning 36% Advanced Communication 27% Advanced Administration 23% Team Skills 14%

Organizational Planning Critical thinking and decision making Strategic planning Communicating mission and values Allocating resources

Advanced Communication Nonverbal Presentation techniques Legal issues Professional protocol

Advanced Administration Mentoring and training Conducting research Coordinating projects Delegating and empowering

Team Skills Team building and leading Group problem solving Resolving conflict Conducting meetings

Costs Related to OM Exam Registration cost of OM exam Members $200 Non-Members $400 Study materials (varies) Study groups, optional (varies)

Recertification NOT Needed for the OM! Your CAP recertification includes it!

Changes Coming! New format coming!

Technology Applications Specialty

Technology Applications Required to purchase three Options software training modules (various Microsoft Office programs) Must complete one Microsoft Office certification exam No exam from IAAP Submit your application and fee ($75 for members; $100 for non-members).

Costs Related to TA Specialty Options Training Materials Members $129 -149 per program Non-Members $189 -229 Microsoft Exam Voucher $80 -120 Application fee for TA Members $75 Non-Members $100

Microsoft Office Specialist

Microsoft Office Specialist Issued directly by Microsoft through Certiport Exams are one hour each Approximately 30 questions with 2 -3 subparts each Administered in various locations (schools, etc. )

Exams 2013 Exams Word Core Word Expert Parts I and II Excel Core Excel Expert Parts I and II Power. Point Outlook Access Share. Point One Note 2010 Exams Word Core Word Expert Excel Core Excel Expert Power. Point Outlook Access Share. Point One Note

Become The Master! Microsoft Office Specialist – Master Level - pass four exams 2013: Word Expert Part 1 and Part II Excel Expert Part 1 and Part II 2010 Word Expert Excel Expert Power. Point and either Outlook or Access or Share. Point or One. Note

Cost Comparison Study Materials Exam TA Specialty (members) MOS Exams $387 -447 $100 (1 exam) $400 (4 exams) $75 N/A $562 -622 $500 Fee Total Cost Number of programs certified 2010 2013 1 1 4 2

PACE Certification

Sponsored by American Society for Administrative Professionals www. asaporg. com

Cost $349 for ASAP members

Proficiency Modules Interpersonal Communications Task and Project Management Skills Computer and Internet Technology

Recertification 24 CEUs needed within two year time period

“ The greatest crime in the world is not developing your potential. When you do what you do best, you are helping not only yourself, but the world. Roger Williams ”

How to Prepare

Study / Preparation Process Research the certifications Books / DVDs Online Assistance (egroups) Find a Mentor Get a study buddy (choose wisely!) Study Groups (live or online)

Self Study Advantages Disadvantages Proceed at your own pace Have to figure things out for yourself as to what areas are most important and how much you need to learn Cheaper – can save you money Materials can be overwhelming Set your own time schedule No classmates to discuss concepts with No instructor to clarify confusing concepts Must be self disciplined to stay on track with studying

Study Groups Advantages Disadvantages Instructor led – someone to hold your hand guide You go at someone else’s you pace Experience from past study groups ensures relevant material is reviewed for the exam You may spend time on things you already know Fellow students provide morale boost, share the journey with you, and provide other perspectives when learning concepts. Potential cost Sessions are recorded so you can catch up if you miss a session and review all material at the end. Helps you spread your studying out consistently across several months; reducing procrastination

“ You miss 100 percent of the shots you never take. Wayne Gretzky, former Pro Hockey Player ”

Study Groups

My CAP Study Group Starts May 24, 2016 Goes through the September 2016 exam plus includes a debriefing session 16 weeks; Tuesday nights; 2 hours 7 -9 CT Cost is $100 The CAP Exam Study Guide http: //www. mrhenterprises. com

My OM Study Group Starts May 26, 2016 Goes through the September 2016 exam plus a debriefing 16 weeks; Thursday nights; 2 hours 7 -9 CT Cost is $100 No additional materials are needed. I provide everything. http: //www. mrhenterprises. com

MOS Study Groups I offer intensive Microsoft Office Study Groups to prepare students for the various tests. EARN CAP recertification points! I am offering Power. Point in June 2016 and Outlook in August 2016. Later this year I will likely offer One. Note, Word and Excel study groups.

Resources http: //www. mrhenterprises. com My Site http: //mrhenterprises. com/selfstudytips. shtml Resource on my website for those that are self-studying www. iaap-hq. org IAAP Web site (CAP/OM/TA) www. certiport. com Certiport (MOS) www. asaporg. com ASAP (PACE)

Any Questions?

Private tutoring for CAP, OM, Microsoft Office Specialist exams; online study groups; advanced Microsoft Office training (points for recertification!) Presenter: Marie Herman, CAP-OM, ACS, MOSM iaap@mrhenterprises. com http: //www. mrhenterprises. com