Welcome to the Automation Competency Model Launch Webinar

Welcome to the Automation Competency Model Launch Webinar December 3, 2008 12: 30 pm ET

Attendee List Presentation Slide Area Chat Room Automation Competency Model Introduction and Review 2

Submitting Questions Chat Room § Enter questions into the Chat Room (located in lower left corner of the virtual classroom). § To submit a question or comment, type the question in the text box and click the arrow button. § Your name, the text “(Submitted Question)” and your question will appear in red on your screen, indicating successful submission. § Questions are directly transmitted to presenters – other participants will not see your questions. Automation Competency Model Introduction and Review Text Box Arrow Button 3

Practice In the chat room, please type the name of your organization, your location, and how many people are attending with you today. Automation Competency Model Introduction and Review 4

Access to Webinar Materials Webinar Resources: Recordings available within 2 business days after the event. All resources are posted under the… Automation Competency Model Introduction and Review 5

Presenters: § Steve Huffman, Chairman, Automation Federation § Barbara Derwart, Competency Team, Employment and Training Administration Moderator: § Jennifer Troke, Business Relations Group, Employment and Training Administration Automation Competency Model Introduction and Review 6

Today’s Goal § To share the competencies required to work in the automation profession and how they can be used by employers, educators and workforce investment system. Automation Competency Model Introduction and Review 7

Agenda/Objectives § Define competencies and competency model and how they can be used by employers, schools and the workforce investment system. § Describe why all employers need to understand the competency model. § Demonstrate the Competency Model Clearinghouse and how it can be used by all stakeholders. Automation Competency Model Introduction and Review 8

Audience Polling Question Who is in our audience today? (Select All That Apply) A. Employer B. Education C. Workforce Investment D. Economic Development Automation Competency Model Introduction and Review 9

Presenter Introduction Steve Huffman Chairman, Automation Federation Automation Competency Model Introduction and Review 10

Automation Federation Building the Automation Generation � The Key to Remaining Competitive in a Global World Founding Sponsor Charter Members Automation Competency Model Introduction and Review 11

What’s the Issue? “More than 65% of surveyed U. S. manufacturers have already experienced a “moderate” to “severe” shortage of engineers and scientists. ” Source: The Automation Federation – There’s a skills gap in the automation profession. – Students lack awareness of or have misconceptions about the automation profession. – Not enough students are filling the pipeline. – Technology changes rapidly, so it is essential that the automation profession has an updatable resource documenting critical knowledge, skills, and competencies. Automation Competency Model Introduction and Review 12

What’s the Issue? The Automation Profession needs automation engineering and technology university programs and the curricula on which to build them. “Automation engineers working in industry today are typically degreed in the electrical, mechanical, or chemical vertical engineering disciplines where little to no emphasis is placed on automation in the degree program. Today, the expertise necessary for the job is usually gained over years on the job through mentoring, available training courses, individual certifications, and trial & error with a significant time lag from hire date to useful productivity. ” Source: The Automation Federation Automation Competency Model Introduction and Review 13

What’s the Solution? § New workers must be brought into the pipeline now, giving more experienced workers an opportunity to transfer knowledge and training before they move on. § Potential candidates must understand the work done in the industry, the skills and competencies required to perform that work and where the job opportunities are. Automation Competency Model Introduction and Review 14

What’s the solution? § The Automation Competency Model is one tool that can be used to help industry, educational institutions, labor, One-Stop Career Centers and workforce investment systems understand the skills required to work in the Automation Profession. § The Automation Competency Model can help: – Ensure that future workers have the right skills – Select appropriate education and training programs to remedy knowledge or skill gaps – Design and develop course and program curriculum based on emerging and declining skills within industries and occupations – Determine which competencies are in highest demand help students plan their courses accordingly – Suggest relevant postsecondary education and training opportunities, including apprenticeships Automation Competency Model Introduction and Review 15

What’s the solution? § The Automation Competency Model can help (continued): – Offer targeted training courses to workers who are displaced or want to learn/upgrade relevant skills for new career opportunities – Reduce the course and program curriculum development time – Eliminate redundancy across courses – Improve instructional materials – Identify gaps in current training offerings – Develop strategies to convey industry skill needs to potential labor supply – Identify available workers with the employers' required skill sets – Develop competency-based curricula and training models – Develop position descriptions and hiring criteria – Develop assessment and testing instruments – Provide a basis for development of foundation, cross-industry certifications – Provide guidance for government investments in workforce preparation strategies Automation Competency Model Introduction and Review 16

Presenter Introduction Barbara Derwart Competency Team, Employment and Training Administration Automation Competency Model Introduction and Review 17

ETA Investments in Talent Development for Regional Economies § ETA has made a series of investments in job training for targeted industry sectors, community-based initiatives, and overall talent development for regional economies § Goal to prepare workers to take advantage of job opportunities in economically vital industries and sectors of the American economy. § Industry competency models are one of several workforce solutions business and industry proposed to communicate their skill needs. Automation Competency Model Introduction and Review 18

Audience Polling Question Select how you have used competencies in the past? (Select All That Apply) A. Develop position descriptions and hiring criteria B. Develop assessment and testing instruments C. Provide a basis for development of foundation, cross-industry certifications D. Develop competency-based curricula and training models Automation Competency Model Introduction and Review 19

Who Benefits? § Business needs to know they are hiring workers who can succeed in the 21 st century economy. § Prospective workers need to know what skills they must have to take the first steps toward a successful career in a high-growth industry. § Educators and training providers need to know what competencies to train to, and that they are directly relevant to industry requirements. § Government and workforce professionals need to know that the training programs they are supporting and referring customers to are producing workers who will find employment. Automation Competency Model Introduction and Review 20

What is a Competency? § “…a specific, identifiable, definable, and measurable skill or characteristic that is essential for the performance of an activity within a specific business or industry context. ” § Examples: – Interpersonal Skills & Teamwork – Collaboration – Innovative & Analytical Thinking – Problem Solving & Decision Making – Mathematics – Customer Focus – And others… Automation Competency Model Introduction and Review 21

What is a Competency Model? § A competency model is a collection of multiple competencies that together define successful performance in a defined work setting. § A competency model is a clear description of what a person needs to know and be able to do – the knowledge, skills, and abilities – to perform well in a specific job, occupation, or industry. Automation Competency Model Introduction and Review 22

Competency Model Tiers Automation Competency Model Introduction and Review 23

Competency Model Tiers Automation Competency Model Introduction and Review 24

Building Blocks Competency Model Automation Competency Model Introduction and Review 25

Steps to Build an Industry Competency Model 1. Conduct Research 2. Analyze Resource Materials 3. Develop draft competency model 4. Engage industry partners § Refine and validate the model 5. Launch and promote the model 6. Plan to maintain and update the model Automation Competency Model Introduction and Review 26

Automation Competency Model § In collaboration with the Automation Federation, the Employment and Training Administration (ETA) has worked with industry leaders to develop a comprehensive competency model for careers in automation. § Supported by Automation Federation officials and industry experts, ETA conducted the initial research and analysis, and drafted a model. § Industry feedback was gathered at two major conferences: September 5, 2008 in Research Triangle Park, NC; and October 15, 2008 in Houston, TX to refine and expand the model. § All stakeholders collaborated to incorporate the feedback from the conferences and finalize the model which is now ready for launch. Automation Competency Model Introduction and Review 27

Amount of manufacturing One Automation perspective of Industry Segmentation and Certifications Process Hybrid Chemicals Refining Brewing Smelting Utilities Pharmaceutical. mfg. Food Beverage pkg. Printing Consumer pkg. Pharmaceutical pkg. Long runs – months Change of material state Fluid/ pipes / thermal Packaging Transmitters & valves PID, batch Multi-axis motion control Pneumatics & Hydraulics Discrete Automotive Heavy equipment Aircraft Aerospace Consumer goods Short cycles – minutes Change of geometry Metal removal/assembly Logic, Planning & logistics, CNC, Robotics, Hydraulics System Integration, Data & Information Management & Integration Type of manufacturing Automation Professionals cover all areas for “engineering” (CAP applies across all industries) Instrument Technicians maintain process plants (CCST) Automation Competency Model Introduction and Review Automation Maintenance combined with Mechanical Maintenance in Hybrid facilities Legend Characteristics of operation Characteristics of automation 28

The Automation Competency Model Introduction and Review 29

Tier 1: Personal Effectiveness Competencies § Interpersonal Skills – Demonstrating the ability to work effectively with others. § Integrity – Displaying accepted social and work behaviors. § Personal Acceptability – Maintaining a socially acceptable demeanor. § Initiative – Demonstrating a willingness to work. § Dependability & Reliability – Displaying responsible behaviors at work. § Lifelong Learning – Displaying a willingness to learn and apply new knowledge and skills. Automation Competency Model Introduction and Review 30

Tier 2: Academic Competencies § Reading – § Writing – § Giving full attention to what others are saying and speaking in English well enough to be understood by others. Critical & Analytical Thinking – § Knowing and applying scientific principles and methods to solve problems. Communication—Listening & Speaking – § Using principles of mathematics such as algebra, geometry, and trigonometry to solve problems. Science – § Using standard English to compile information and prepare written reports. Mathematics – § Understanding written English sentences and paragraphs in work-related documents. Using logic, reasoning, and analysis to address problems. Basic Computer Skills – Using a computer and related applications to input and retrieve information. Automation Competency Model Introduction and Review 31

Tier 3: Workplace Competencies § Business Fundamentals – Knowledge of basic business principles, trends, and economics. § Teamwork – Working cooperatively with others to complete work assignments. § Adaptability & Flexibility – Being open to change (positive or negative) and to considerable variety in the workplace. § Marketing & Customer Focus – Actively looking for ways to identify market demands and meet the customer, client, or stakeholder need. Automation Competency Model Introduction and Review 32

Tier 3: Workplace Competencies (continued) § Planning and Organizing – Planning and prioritizing work to mange time effectively and accomplish assigned tasks. § Problem Solving & Decision Making – Applying critical-thinking skills to solve problems by generating, evaluating, and implementing solutions. § Checking, Examining, & Recording – Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic format. § Working with Tools & Technology – Selecting, using, and maintaining tools and technology to facilitate work activity. Automation Competency Model Introduction and Review 33

Tier 4: Industry-Wide Technical Competencies § Design & Development – § Operations – § Plan and monitor the movement and storage of materials and products in coordination with suppliers, internal systems, and customers. Quality Assurance & Continuous Improvement – § Maintain and optimize technology in support of process or manufacturing equipment and systems. Supply Chain Logistics – § Set up, operate, monitor, control, and improve technology that supports production and process schedules to meet customer requirements. Maintenance, Installation, & Repair – § Research and design for the application of technology to monitor and control the production of goods and services. Ensure product and process meets quality system requirements as defined by customer specifications. Health, Safety, Security, & Environment – Equipment, practices, and procedures which promote a healthy, safe, and secure work environment. Automation Competency Model Introduction and Review 34

Tier 5: Automation Technical Competencies § Automation Fundamentals – Systems, processes, applications, and standards supporting the design and application of automation. § Measurement & Actuation – The sensing, measurement, and actuation devices necessary for automation. § Control – Ensuring predictable, stable, and consistent operation at target levels of performance with only normal variations. § Communications, Integration, & Software – Databases, networks, and programming. § Process & Equipment Safety – Automation system safety and reliability. Automation Competency Model Introduction and Review 35

Tier 5: Automation Fundamentals Critical Work Functions § Understand the role of automation and control in industrial processes. § Identify major application areas for automation technology and calculate the potential financial benefits of that automation. § Integrate automation in various manufacturing, scientific, and technical applications. § Abide by automation industry codes, standards, and regulations. § Research and apply emerging and future automation technologies. Technical Content Areas § Automation Types § Automation Project Phases § Codes, Standards, and Regulations Automation Competency Model Introduction and Review 36

Tier 5: Measurement & Actuation Critical Work Functions § Select, specify, and design the installation of devices to measure and analyze physical and chemical properties. § Select, specify, and design the installation of devices to manipulate flows, energy, positions, speeds, and other variables. § Design and install wiring to faithfully communicate information from these devices to and from control equipment. § Calibrate, troubleshoot, test, repair, and improve sensing, measurement, and actuation devices. § Document measurement and actuation devices, and communications from these devices. Technical Content Areas (including but not limited to): § Basic Process Instrumentation § Specialized Process Instrumentation § Analytical Instrumentation § High Performance Sensors Automation Competency Model Introduction and Review ▪ ▪ ▪ Other Measurements Control Valves Actuation Electrical Installations Motor and Drive Control 37

Tier 5: Control Critical Work Functions: § Design, document, install, and maintain automation systems. § Calibrate, troubleshoot, inspect, test, and repair automation systems. § Efficiently supply reliable, quality power to automation systems. Technical Content Areas: § Continuous and Process Control § Discrete and Sequencing Control § Building Automation § Batch Control § Motion Control § Control Equipment § Robotics § Control System Documentation § Advanced Control § Modeling and Simulation § Building Automation §Automation Motion Control Competency Model Introduction and Review § – Robot Types – Programming Languages Visualization 38

Tier 5: Communications, Integration, & Software Critical Work Functions: § Design, document, install, and support the integration of automation systems with other systems. § Design and operate databases for automation systems. § Apply Manufacturing Operations Management Systems (MOM). § Implement security of the automation systems. Technical Content Areas: § Network Configuration § Industrial Digital Field Protocols § Industrial Communication Protocols § Manufacturing Operations Management (MOM) and Business Integration § Cyber Security of the Automation System § Data Management Automation Competency Model Introduction and Review 39

Tier 5: Process & Equipment Safety Critical Work Functions: § Analyze and determine the need for design changes or additional equipment to improve safety. § Determine the appropriate tools and methods. § Design, document, install, validate, periodically check, and maintain the safety equipment. § Apply instrumentation procedures in hazardous areas safely. Technical Content Areas: § Alarm Management § Reliability § Machine and Process Guarding § Manufacturing Safety: Process, Discrete, and Hybrid § Safe use and Application of Electrical Apparatus § Safety Controller Equipment Automation Competency Model Introduction and Review 40

Competency Model Clearinghouse § Go to: www. careeronestop. org/Competency. Model Automation Competency Model Introduction and Review 41

Automation Competency Model Introduction and Review 42

Competency Model Clearinghouse § Access High Growth industry models. § Learn about competency models. § Search the database for competency model resources. § Discover new uses of competency models. § Build a competency model. § See what’s new. Automation Competency Model Introduction and Review 43

http: //www. careeronestop. org/Competency. Model/pyramid. aspx? AT=Y Automation Competency Model Introduction and Review 44

Question and Answer Period Please enter your questions into the Chat Room! Automation Competency Model Introduction and Review 45

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Access to Webinar Materials Webinar Resources: Recordings available within 2 business days after the event. All resources are posted under the… Automation Competency Model Introduction and Review 47

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