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Small Business Owner/Operator Competency Guidelines
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Small Business Owner/Operator Competency Guidelines

Table of Contents

Preface
Introduction
Parameters

A: PROFESSIONALISM

Skill 1: Exhibit Professional Skills
1.1    define a professional
1.2    demonstrate professionalism
1.3    exhibit ethical conduct
1.4    describe impact of a positive attitude
1.5    describe benefits of professional development
1.6    participate in professional development activities
1.7    identify benefits of employee empowerment
1.8    manage own time effectively
1.9    define leadership
1.10   provide leadership
1.11   manage own stress
1.12   make effective decisions
1.13   manage crisis
1.14   use negotiation skills
Skill 2: Communicate Effectively
2.1    define effective communication
2.2    describe types of communication
2.3    outline benefits of effective communication
2.4    isten effectively
2.5    outline question types
2.6    speak effectively
2.7    write effectively
2.8    use telecommunications effectively
B: BUSINESS PLANNING

Skill 1: Define Business Planning Terms
	
1.1    define business planning terms
Skill 2: Evaluate Status of Business
	
2.1    evaluate status of business
Skill 3: Implement Business Plan
3.1    update business plan
3.2    follow business plan
Skill 4: Describe Strategic Alliances
4.1    describe benefits of strategic alliances
4.2    describe ways to form strategic alliances
C: FINANCE

Skill 1: Prepare Budget
1.1    define importance of using a budget
1.2    develop budget
1.3    implement budget
Skill 2: Manage Accounting and Cash Control
2.1    monitor accounting procedures
2.2    use cash flow statement
D: MARKETING

Skill 1: Prepare Marketing Plan
1.1    conduct market research
1.2    update marketing plan
1.3    implement action plan
Skill 2: Use Promotional Activities
2.1    advertise
2.2    produce promotional materials
2.3    distribute promotional materials
2.4    participate in industry shows
2.5    conduct public relations activities
E: HUMAN RESOURCE MANAGEMENT

Skill 1: Evaluate Human Resource Plan
1.1    define human resource management
1.2    describe human resource management
1.3    update human resource plan
1.4    develop job descriptions
1.5    develop employment application and interview forms
Skill 2: Hire Employees
2.1    solicit and screen applicants
2.2    interview applicants
2.3    select final candidate
2.4    make job offer
Skill 3: Train Employees
3.1    identify benefits of training
3.2    identify components of employee handbook
3.3    conduct orientation for new employees
3.4    plan training for staff
3.5    conduct in-house training session
3.6    encourage ongoing professional development
Skill 4: Manage Employee Performance
4.1   identify importance of personnel files
4.2   maintain personnel files
4.3   schedule staff
4.4   identify benefits of staff meetings
4.5   plan staff meetings
4.6   conduct staff meeting
4.1   identify purpose of on-the-job supervision
4.8   supervise staff
4.9   promote teamwork
4.10  motivate employees
4.11  prepare for performance appraisal
4.12  conduct performance appraisal
4.13  address performance deficiencies
Skill 5: Dismiss/Lay off Employees
5.1    dismiss employees
5.2    lay off employees
5.3    process resignations
F: OPERATIONS

Skill 1: Manage Office Operations
1.1   describe benefits of using technology
1.2   monitor administrative functions
1.3   implement policies and procedures
1.4   maintain records system
1.5   administer payroll
1.6   administer benefit program
1.7   monitor cash control procedures
1.8   administer accounts receivable procedure
1.9   administer accounts payable procedure
1.10  administer petty cash/payout system
1.11  work with financial institutions
1.12  research and apply for funding
1.13  comply with legal requirements
1.14  comply with licensing and insurance requirements
Skill 2: Manage Risk
2.1    define risk management
2.2    identify objectives of risk management
2.3    describe ways to manage financial risk
2.4    develop risk management plan
2.5    prepare for emergencies
2.6    respond to emergencies
2.7    maintain facility and equipment
Skill 3: Manage Products and Services
3.1    purchase materials, products and services from
       suppliers
3.2    outline benefits of following inventory procedures
3.3    follow procedures for maintaining inventory
3.4    follow receiving procedures
Skill 4: Manage Projects
4.1    define contract
4.2    negotiate contracts
4.3    develop proposals
4.4    manage projects
G: SALES AND SERVICE

Skill 1: Maintain Positive Business Image
1.1    describe importance of professional business image
1.2    maintain positive company image
Skill 2: Manage Products and Services
2.1   establish pricing
2.2   display products
2.3   provide customer service
2.4   provide service to client with special needs
2.5   handle client concern or complaint
2.6   develop quotes
2.7   provide information about products and services
2.8   sell products and services
2.9   deliver products
2.10  deliver contracted service
2.11  follow up after sale
GLOSSARY
APPENDICES
Appendix A - Recommended Reading
Appendix B - Recommended Course
Appendix C - Best Practices
Appendix D - Essential Skills Profile (in 9 parts)
Appendix E - Acknowledgements
Appendix F - Sample Forms		
Appendix G - Guide to Screening and Selection in Employment
Appendix H - Sources of Further Information
For more information please contact:
Canadian Tourism Human Resource Council
170 Laurier Ave. West, Suite 1104
Ottawa, Ontario K1P 5V5
E-mail: cthrc@cthrc.ca
Web Site: http://www.cthrc.ca



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