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Logistics & Distribution 2

Logistics & Distribution 2 - ITA BC · 2015-07-07 · Occupation Analysis Chart – Logistics & Distribution 2 TRANSPORTATION AND TRAFFIC LINE A Analyze modes of transportation A1

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Logistics & Distribution 2

To order additional copies please contact: Government Publications Services PO Box 9452 Stn Prov Govt Victoria, BC V8W 9V7 Phone: 250 387-6409 or Toll Free: 1 800 663-6105 Fax: 250 387-1120 www.publications.gov.bc.ca

Copyright © 2009 Industry Training Authority This publication may not be reproduced in any form without permission by the

Industry Training Authority Contact Director, Government Publications Services, Queen’s Printer at 250 356-6876

LOGISTICS & DISTRIBUTION 2

PROGRAM OUTLINE

2009

Developed By Industry Training Authority

Province of British Columbia

Logistics and Distribution 2 Industry Training Authority i 11/14

TABLE OF CONTENTS FOREWORD ................................................................................................................................. II ACKNOWLEDGEMENTS ............................................................................................................ II  SECTION 1 PROFILE CHARTS ................................................................................................. 1 

Competency Descriptions ....................................................................................................... 4  SECTION 2 LOGISTICS & DISTRIBUTION 2 PROGRAM OUTLINE ........................................ 5 

Suggested Schedule Of Time Allotments For Logistics And Distribution 2 ............................. 6 Program Outline For Logistics & Distribution 2 ...................................................................... 8

SECTION 3 TRAINING PROVIDER STANDARDS .................................................................. 33 

Instructor Requirements ........................................................................................................ 34 Facility Requirements ............................................................................................................ 35 Equipment List ...................................................................................................................... 36

Logistics and Distribution 2 Industry Training Authority ii 11/14

FOREWORD This Program Outline is issued by the Automotive Training Standards Organization for use in apprenticeship training classes sponsored by the Automotive Training Standards Organization. Indentured apprentices will be directed to the Apprenticeship Training classes in accordance with the General Regulations made pursuant to the “Industry Training and Apprenticeship Act” of British Columbia. It is intended as a guide for instructors of apprenticeship. Practical instruction by demonstration and student participation should be integrated with classroom sessions. Safe working practices, even though not always specified in each operation or topic, are an implied part of the program and should be stressed throughout the apprenticeship. It is the responsibility of employers to ensure safety training for the apprentices working on their worksites. The “Content” portion of each competency is there as a guide only, and is not intended to be exhaustive. A competency profile chart has been placed in the program outline and at the end of the program outline is a list of requirements necessary to offer the training. The Program Outline was prepared with the advice and assistance of representatives of management and labour and in cooperation with the Automotive Training Standards Organization.

SAFETY ADVISORY Be advised that references to the WorkSafe BC safety regulations contained within these materials do not/may not reflect the most recent Occupational Health and Safety Regulation (the current Standards and Regulation in BC can be obtained on the following website: http://www.worksafebc.com. Please note that it is always the responsibility of any person using these materials to inform him/herself about the Occupational Health and Safety Regulation pertaining to his/her work.

Logistics and Distribution 2 Industry Training Authority iii 11/14

ACKNOWLEDGEMENTS The Program Outline was prepared with the advice and direction of an industry steering committee convened initially by the. Steering Committee: Alison Csanyi – CMH&DS Harjeet Kaur – Container World Jim Perkins – GVRD, Fleet Management Coleen Battel – E.V. Logistics

Logistics and Distribution 2 Industry Training Authority 1 11/14

SECTION 1

PROFILE CHARTS

Logistics and Distribution 2 Industry Training Authority 2 11/14

Occupation Analysis Chart – Logistics & Distribution 2

TRANSPORTATION AND TRAFFIC

LINE A

Analyze modes of transportation

A1

Discuss terms, costing and documentation for various modes of transportation

A2

Describe traffic management

A3

Describe the import/ export process

A4

INTERMEDIATE MATERIALS HANDLING OPERATIONS AND PROCEDURES

LINE B

Describe receiving and returns procedures

B1

Describe stock and storage procedures

B2

Describe order processing

B3

Describe packaging product for transportation

B4

Describe maintaining accurate inventory

B5

Describe supplier returned shipping precautions

B6

MATERIALS IDENTIFICATION

LINE C

Describe material identification Systems

C1

Describe physical material identification tools and procedures

C2

Describe electronic material identification

C3

Describe material identification records

C4

CUSTOMER SERVICE

LINE D

Describe internal and external customer service

D1

Analyze customer satisfaction

D2

Analyze customer service goals

D3

Define difficult customer situations and techniques

D4

Describe written communication skills

D5

WAREHOUSE BUSINESS OPERATIONS MEASUREMENTS

LINE E

Define warehouse costs

E1

Logistics and Distribution 2 Industry Training Authority 3 11/14

COMMUNICATION & PROFESSIONALISM

LINE F

Describe effective oral communication

F1

Utilize effective written communication

F2

Logistics and Distribution 2 Industry Training Authority 4 11/14

COMPETENCY DESCRIPTIONS

CERTIFICATION FLOWCHART

Parts and Warehousing 1 Certificate of Qualification 1680 Hours on the Job Work Experience 90 Hours In-School Technical Training

OWO1, CCS1, WSS1, BMHOP1, MHPE1, ITW1

Parts Person (Parts Person 3) Certificate of Qualification

with Interprovincial Red Seal 1680 Hours (5040 Accumulated) on the Job Work Experience

90 Hours In-School Technical Training P-ICP3, P-M3, P-CCC3, P-IPBM3, P-FM3

Logistics & Distribution 3 Certificate of Qualification

1680 Hours (5040 Accumulated) on the Job Work Experience 90 Hours In-School Technical Training

W-FWBM3, W-FPP3, W-FICP3, W-FQM3, W-FWSS3

Parts Person 2 Certificate of Qualification 1680 Hours (3360 Accumulated) on the Job Work Experience

90 Hours In-School Technical Training P-PI2, P-SSR2, P-C2, P-CP2, P-SRC2

Logistics & Distribution 2 Certificate of Qualification 1680 Hours (3360 Accumulated) on the Job Work Experience

90 Hours In-School Technical Training W-TT2, W-IMHOP2, W-MI2, W-CS2, W-WBOM2

Parts Person 2 Parts Identification (P-PI2) Standard Stock Recognition (P-SSR2) Catalogues (P-C2) Communication and Professionalism (P-CP2)

Sales Representatives' Characteristics (P-SRC2)

Logistics & Distribution Person 2 Transportation and Traffic (W-TT2) Intermediate Materials Handling Ops & Procedures

(W-IMHOP2) Materials Identification (W-MI2)

Customer Service (W-CS2)

Warehouse Business Operations Measurements (W-WBOM2)

Parts and Warehousing 1 Overview of Warehouse Operations (OWO1) Communications and Comprehension Skills (CCS1) Warehouse Safety Skills (WSS1) Basic Materials Handling Operations and Procedures (BMHOP1)

Materials Handling and Packaging Equipment (MHPE1) Information Technology in Warehousing (ITW1)

Parts Person (Parts Person 3) Inventory Control Procedures (P-ICP3) Merchandising (P-M3) Communications and Customer Care (P-CCC3) Introduction to Parts Business Management (P-IPBM3)

Financial Management (P-FM3)

Logistics & Distribution Person 3 Fundamentals of Warehouse Business Management

(W-FWBM3) Fundamentals of Purchasing Procedures (W-FPP3) Fundamentals of Inventory Control Procedures

(W-FICP3) Fundamentals of Quality Management (W-FQM3)

Fundamentals of Workplace Supervisory Skills (W-FWSS3)

Logistics and Distribution 2 Industry Training Authority 5 11/14

SECTION 2

LOGISTICS & DISTRIBUTION 2 PROGRAM OUTLINE

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SUGGESTED SCHEDULE OF TIME ALLOTMENTS FOR LOGISTICS AND DISTRIBUTION 2

Logistics and Distribution 2 Theory Practical Page

Line A Transportation and Traffic 12% of Time

A1 Analyze modes of transportation 20 20 9 A2 Discuss terms, costing and documentation for various modes of

transportation 50 45 10

A3 Describe traffic management 15 15 12 A4 Describe the import/export process 15 20 13

Line B Intermediate Materials Handling Operations and Procedures

26% of Time

B1 Describe receiving and returns procedures 20 10 14 B2 Describe stock and storage procedures 10 20 15 B3 Describe order processing 20 20 16 B4 Describe packaging product for transportation 20 10 17 B5 Describe maintaining accurate inventory 20 30 19 B6 Describe supplier returned shipping precautions 10 10 20

Line C Materials Identification 22% of Time

C1 Describe materials identification systems 25 20 21 C2 Describe physical material identification tools and procedures 25 30 22 C3 Describe electronic material identification 25 30 23 C4 Describe material identification records 25 20 24

Line D Customer Service 22% of Time

D1 Describe internal and external customer service 20 20 25 D2 Analyze customer satisfaction 15 15 26 D3 Analyze customer service goals 15 15 27 D4 Define difficult customer situations and techniques 25 25 28 D5 Describe written communication skills 25 25 29

Line E Warehouse Business Operations Measurements 8% of Time

E1 Define warehouse costs 100 100 30

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Logistics and Distribution 2 Theory Practical Page

Line F Communication and Professionalism 10% of Time

F1 Describe effective oral communication 50 40 31 F2 Utilize effective written communication 50 60 32

Logistics and Distribution 2 Industry Training Authority 8 11/14

PROGRAM OUTLINE FOR

LOGISTICS & DISTRIBUTION 2

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LINE A: TRANSPORTATION AND TRAFFIC Competency: A1 Analyze modes of transportation. Learning Objectives: 1. The Learner will be able to analyze modes of transportation. LEARNING TASKS CONTENT 1. Review common modes of transportation used to

transport goods/products/materials. Rail Marine Road Air Pipeline Intermodal Private fleet Bus Other

2. Compare the advantages and disadvantages of the

various modes of transportation. Cost Geographical limitations Physical characteristics of

materials Packaging specifications and

requirements Routing options Hazardous materials Customers requirements Other

Achievement Criteria: Given a written and/or a practical assessment on modes of transportation the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

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LINE A: TRANSPORTATION AND TRAFFIC Competency: A2 Discuss terms, costing and documentation for various modes of

transportation. Learning Objectives: 1. The Learner will be able to define various transportation terms. 2. The Learner will be able to define the cost structures of the various modes of transportation. LEARNING TASKS CONTENT 1. Define transportation terms.

Less than truck load Truck load Containers Rail Courier Customs brokers Freight consolidation Demurrage Storage Pool car Freight

2. Describe the costs involved with various forms of

transportation. Rail Marine Road Air Pipeline Intermodal Private fleet Bus Other Less than truck load Truck load Containers Rail Courier Demurrage Storage

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Learning Tasks continued CONTENT 3. Describe the required documentation for the various

modes of transportation. Waybill (pro bill) Bill of lading Customs documentation Contracted rates Claims Transportation of Dangerous

Goods Other

Achievement Criteria: Given a written and/or a practical assessment on terms, costing and documentation for various modes of transportation the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

Logistics and Distribution 2 Industry Training Authority 12 11/14

LINE A: TRANSPORTATION AND TRAFFIC Competency: A3 Describe traffic management. Learning Objectives: 1. The Learner will be able to describe the function of the traffic department in a transportation

operation. 2. The Learner will be able to identify the advantages of good transportation management. LEARNING TASKS CONTENT 1. Describe the functions of the traffic department in a

transportation operation. Equipment selection Commodity and freight scheduling Transportation mode selection Freight rate negotiation and audit Claims prevention Special services

- expediting - tracing

Other 2. Identify the advantages of good transportation

management. Economic Quality Damage control Reduction of transit time Other

Achievement Criteria: Given a written and/or a practical assessment on traffic management the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

Logistics and Distribution 2 Industry Training Authority 13 11/14

LINE A: TRANSPORTATION AND TRAFFIC Competency: A4 Describe the import/export process. Learning Objectives: 1. The Learner will be able to define basic import/export transportation/traffic terminology. 2. The Learner will be able to describe documentation and practices with regard to

import/export. LEARNING TASKS CONTENT 1. Describe basic import/export traffic/transportation

terminology. Bonded

- warehouse - designated area

Certificate of inspection Certificate of origin CIF FAS Letter of Credit Pro Forma Manifest Warfage

2. Describe the goals and basic structure of customs

regulations and conditions affecting the import/export process.

Country of origin NAFTA Tariffs/duty Permits Coding system Other

3. Describe types of documents and common practices,

and identify the proper use of the documents and practices.

Coding Valuation EDI (Electronic Data Interchange) Customs brokers Other

Achievement Criteria: Given a written and/or a practical assessment on the import/export process the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

Logistics and Distribution 2 Industry Training Authority 14 11/14

LINE B: INTERMEDIATE MATERIALS HANDLING OPERATIONS & PROCEDURES

Competency: B1 Describe receiving and returns procedures. Learning Objectives: 1. The Learner will be able to define the relationship of receiving to other operations. 2. The Learner will be able to describe the correct policies and procedures regarding the

handling of goods returned by customers. LEARNING TASKS CONTENT 1. Describe the relationship of receiving to other

operations. Purchasing Accounts payable Customer service Inventory control Loss and damage claims Other

2. Describe the appropriate policy and procedures on

goods returned by customers. Corporate policies and procedures Other established procedures Inventory accounting adjustments General ledger adjustments

Achievement Criteria: Given a written and/or a practical assessment on receiving and returns procedures the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

Logistics and Distribution 2 Industry Training Authority 15 11/14

LINE B: INTERMEDIATE MATERIALS HANDLING OPERATIONS & PROCEDURES

Competency: B2 Describe stock and storage procedures. Learning Objectives: 1. The Learner will be able to describe the importance of stocking and storing procedures. LEARNING TASKS CONTENT 1. Describe the importance of stocking and storage

procedures from various aspects. Costs Effective use of space Special products characteristics Other

Achievement Criteria: Given a written and/or a practical assessment on stock and storage procedures the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

Logistics and Distribution 2 Industry Training Authority 16 11/14

LINE B: INTERMEDIATE MATERIALS HANDLING OPERATIONS & PROCEDURES

Competency: B3 Describe order processing. Learning Objectives: 1. The Learner will be able to describe the importance of order processing. LEARNING TASKS CONTENT 1. Describe the order cycle. Definition

Economic impact 2. Describe correct order staging and stock selection. Definitions

Purpose of correct order staging and stock selection

Destination Commodity groups Location sequence Order date

3. Describe product allocation, reservation and back

orders. Definitions Effect on inventory control Effect on customer service

Achievement Criteria: Given a written and/or a practical assessment on order processing the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

Logistics and Distribution 2 Industry Training Authority 17 11/14

LINE B: INTERMEDIATE MATERIALS HANDLING OPERATIONS & PROCEDURES

Competency: B4 Describe packaging product for transportation. Learning Objectives: 1. The Learner will be able to describe various packaging and packing materials and choose

the appropriate materials with respect to cost effectiveness and protection of product. LEARNING TASKS CONTENT 1. Describe packaging and packing materials,

comparing various materials with respect to cost effectiveness and protection of product.

Packages - crates - cartons - sleeves - other

Fastening materials - strapping - taping - shrink wrapping - other

Filler materials - foam - bubble pack - air packs - shredded paper - other

Product characteristics considerations- weight - shape - special handling - other

Damage prevention materials - silica gel - volatile corrosion inhibitors - barrier materials - cushioning

Logistics and Distribution 2 Industry Training Authority 18 11/14

Learning Tasks continued 2. Describe containment methods and their

advantages. Shipping costs Loss and damage Sea vans Cartons Shrink wrap Pallets

Achievement Criteria: Given a written and/or a practical assessment on packaging product for transportation the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

Logistics and Distribution 2 Industry Training Authority 19 11/14

LINE B: INTERMEDIATE MATERIALS HANDLING OPERATIONS & PROCEDURES

Competency: B5 Describe maintaining accurate inventory. Learning Objectives: 1. The Learner will be able to describe accurate inventory maintenance procedures. LEARNING TASKS CONTENT 1. Describe procedures that ensure the accuracy of

stock control records. Cycle counts Annual physical counts Periodic Perpetual

2. Describe the procedure for the preparation of stock

counts. Documentation Transactions cut offs

3. Describe the management of surplus, slow moving

and obsolete stock. Definitions Corporate policies and procedures

4. Describe effective control of inventory transactions

under specific conditions. Cycle/physical counts Inventory adjustments Count finalization Ongoing accuracy

Achievement Criteria: Given a written and/or a practical assessment on maintaining accurate inventory the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

Logistics and Distribution 2 Industry Training Authority 20 11/14

LINE B: INTERMEDIATE MATERIALS HANDLING OPERATIONS & PROCEDURES

Competency: B6 Describe supplier returned shipping precautions. Learning Objectives: 1. The Learner will be able to describe supplier returned shipping precautions. LEARNING TASKS CONTENT 1. Describe shipment precautions for supplier returned

product. Cost of potential loss and damage Insurance and liability Corporate policies and procedures Inventory accounting adjustments General ledger adjustments Other

2. Describe supplier returned shipping documentation. Bills of lading

Waybill Hazardous goods manifest Contracts/agreements

Achievement Criteria: Given a written and/or a practical assessment on supplier returned shipping precautions the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

Logistics and Distribution 2 Industry Training Authority 21 11/14

LINE C: MATERIALS IDENTIFICATION Competency: C1 Describe material identification systems. Learning Objectives: 1. The Learner will be able to describe material identification systems. 2. The Learner will be able to define the advantages and disadvantages of each system in

relation to specific warehouse operations. LEARNING TASKS CONTENT 1. Describe identification systems. 2. Define the advantages/disadvantages of each system.

Definitions Physical Electronic Backup systems Federal stock number National stock number Random numbers Sequential numbers

Achievement Criteria: Given a written and/or a practical assessment on material identification systems the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

Logistics and Distribution 2 Industry Training Authority 22 11/14

LINE C: MATERIALS IDENTIFICATION Competency: C2 Describe physical material identification tools and procedures. Learning Objectives: 1. The Learner will be able to describe physical methods and tools for material identification. 2. The Learner will be able to describe the advantages and disadvantages of various methods

and tools for physical material identification. LEARNING TASKS CONTENT 1. Describe physical methods and tools for physical

material identification. Labels Nameplates Engraving Stencils Marking pens Tags Other

2. Describe advantages and disadvantages of the

various physical methods and tools for material identification.

Type of storage Quantity of material Storage environment Durability of identification MSDS and WHMIS guidelines

Achievement Criteria: Given a written and/or a practical assessment on physical material identification tools and procedures the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

Logistics and Distribution 2 Industry Training Authority 23 11/14

LINE C: MATERIALS IDENTIFICATION Competency: C3 Describe electronic material identification. Learning Objectives: 1. The Learner will be able to describe electronic methods and tools for material identification. 2. The Learner will be able to describe the advantages and disadvantages of various methods

and tools for electronic material identification. LEARNING TASKS CONTENT 1. Introduce electronic methods and tools for physical

material identification. Bar code technology Scanner technology Computer identification systems Microchip technology Other

2. Describe advantages and disadvantages of the

various physical methods and tools for material identification.

Type of storage Quantity of material Storage environment Durability of identification

Achievement Criteria: Given a written and/or a practical assessment on electronic material identification the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

Logistics and Distribution 2 Industry Training Authority 24 11/14

LINE C: MATERIALS IDENTIFICATION Competency: C4 Describe material identification records. Learning Objectives: 1. The Learner will be able to identify the various systems used for material identification

records. LEARNING TASKS CONTENT 1. Describe material identification recording systems. Cataloguing

Microfiche/microfilm Computer files Capital equipment tracking systems Other

2. Describe the advantages and limitations of the

various recording systems. Cost Capacity Timelines Revision capabilities

Achievement Criteria: Given a written and/or a practical assessment on material identification records the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

Logistics and Distribution 2 Industry Training Authority 25 11/14

LINE D: CUSTOMER SERVICE Competency: D1 Describe internal and external customer service. Learning Objectives: 1. The Learner will be able to define internal and external customers. LEARNING TASKS CONTENT 1. Identify types of internal customers. Management

Accounting Sales Marketing Production operations Other branches User departments - internal

stakeholders 2. Identify types of external customers. Retail customers

Wholesale customers Government agencies

- customs Transportation companies Suppliers

3. Compare internal and external customer needs and expectations.

Parts ETA Communication Rush orders Back orders Competitive pricing Accuracy In stock Shipping preference Hold orders

Achievement Criteria: Given a written and/or a practical assessment on internal and external customers the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

Logistics and Distribution 2 Industry Training Authority 26 11/14

LINE D: CUSTOMER SERVICE Competency: D2 Analyze customer satisfaction. Learning Objectives: 1. The Learner will be able to describe the relationship of good customer service to other

factors. LEARNING TASKS CONTENT 1. Describe the relationship of good customer service

to other factors. Marketing strategies Company policies and goals

2. Explain the importance of creating loyal customers. Financial

Continuity Advertising

3. Identify methods of measuring customer service.

Qualitative and quantitative Industry specific measurements Inventory measurements Backorder rate Fill rate Stock outs Returns Accuracy Throughput measurements Customer surveys and evaluations Turnover Benchmarking

Achievement Criteria: Given a written and/or a practical assessment on customer satisfaction the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

Logistics and Distribution 2 Industry Training Authority 27 11/14

LINE D: CUSTOMER SERVICE Competency: D3 Analyze customer service goals. Learning Objectives: 1. The Learner will be able to identify specific goals of customer service. 2. The Learner will be able to describe different approaches used to implement good customer

service. LEARNING TASKS CONTENT 1. Identify specific goals of customer service. Customer retention

Customer satisfaction Customer increase Reduced damage Improved teamwork

2. Discuss various techniques used to implement good customer service.

First Impressions Friendly Knowledgeable Courteous Prompt service Professional Constant contact Cost effective Follow up survey Under promise-over deliver

Achievement Criteria: Given a written and/or a practical assessment on customer service goals the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

Logistics and Distribution 2 Industry Training Authority 28 11/14

LINE D: CUSTOMER SERVICE Competency: D4 Define difficult customer situations and techniques. Learning Objectives: 1. The Learner will be able to identify different types of difficult behaviour in customers and

select techniques for dealing with the various situations. 2. The Learner will be able to describe appropriate and effective action in dealing with

customer complaints. LEARNING TASKS CONTENT 1. Describe difficult types of behaviour in customers. Angry customers

Impatient customers Indecisive customers Other behaviours

2. Describe techniques for dealing with identified

difficult types of behaviour and with customer complaints.

Collecting facts - active listening - encouraging customer to provide details

Empathy Impartiality Verifying facts Ascertain customer expectations Firmness and respect Arguing with a customer Providing an agreeable solution Corporate policies and procedures

- reporting complaint - avoiding repetition

Achievement Criteria: Given a written and/or a practical assessment on difficult customer, situations and techniques the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

Logistics and Distribution 2 Industry Training Authority 29 11/14

LINE D: CUSTOMER SERVICE Competency: D5 Describe written communication skills. Learning Objectives: 1. The Learner will be able to define the importance of good written communications skills. 2. The Learner will be able to identify when and why a specific form of written communication

is used. LEARNING TASKS CONTENT 1. Describe the importance of good written

communication skills. Clarity/efficiency Customer impression Effectiveness

2. Analyze when and why a specific form of written

communication is used. Letters Memos Reports Email Pre-printed documents

- claims - surveys - other

3. Introduce pre-printed documents. Pre-printed documents

- forms - claims - surveys - other

4. Describe the various mediums and when they are

used. Postal service Computer (email) Fax Courier Hand delivery

Achievement Criteria: Given a written and/or a practical assessment on written communication skills the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

Logistics and Distribution 2 Industry Training Authority 30 11/14

LINE E: WAREHOUSE BUSINESS OPERATIONS MEASUREMENTS Competency: E1 Define warehouse costs. Learning Objectives: 1. The Learner will be able to define the financial implications of a warehouse. 2. The Learner will be able to describe common financial measurements used to evaluate

warehousing business operations. 3. The Learner will be able to define effective audit trails. LEARNING TASKS CONTENT 1. Describe the various financial implications of a

warehouse. Operation costs Human resource allocation

- labour costs Opportunity costs Inventory costs Shrinkage Expenses Depreciation Capital costs Asset recovery

- salvage Financing costs Other

2. Describe common financial measurements used to

evaluate warehousing business operations. Cost/benefit analysis Depreciation calculations Return on investment calculations Other

3. Describe effective audit trails. Purchase orders

Invoices Payments

Achievement Criteria: Given a written and/or a practical assessment on warehouse costs warehouse costs the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

Logistics and Distribution 2 Industry Training Authority 31 11/14

LINE F: COMMUNICATION & PROFESSIONALISM Competency: F1 Describe effective oral communication. Learning Objectives: 1. The Learner will have the ability to describe effective oral communication. LEARNING TASKS CONTENT 1. Describe effective oral communication skills. Structured

- vocabulary, words - sentences - clarity - repeat for verification - summarize - layman’s terms

Non-structured

- Noise

- Grunts, sighs

- Affirmations

- Profanity

Achievement Criteria: Given a written and/or a practical assessment on effective oral communication the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

Logistics and Distribution 2 Industry Training Authority 32 11/14

LINE F: COMMUNICATION & PROFESSIONALISM Competency: F2 Utilize effective written communication. Learning Objectives: 1. The Learner will have the ability to utilize effective written communication. LEARNING TASKS CONTENT 1. Review common methods of sending and receiving written communication.

Internal mail External mail Faxes Email Other

2. Review when and why various methods of written communication are used.

Internal mail External mail Faxes Other

3. Describe basic written communication rules. Date

Signature (if required) Organized information Spelling Grammar Punctuation Paragraph structure Clarity Conciseness Proof read before sending

Achievement Criteria: Given a written and/or a practical assessment on effective written communication the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.

Logistics and Distribution 2 Industry Training Authority 33 11/14

SECTION 3

TRAINING PROVIDER STANDARDS

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INSTRUCTOR REQUIREMENTS

Trade Qualification Industrial Warehousing with a Trades Qualification endorsement

Work Experience Must have a minimum of 5 years experience as a journeyperson Must have diverse industry experience including that which would cover all the

competencies in this level

Training Qualifications Instructors Certificate (minimum 30hr course) Instructors must have or be registered in an Instructor’s Diploma Program, to be

completed within a five year period. Or, hold a Bachelors or Masters degree in Education.

Logistics and Distribution 2 Industry Training Authority 35 11/14

FACILITY REQUIREMENTS

CLASSROOM AREA

Comfortable seating and tables suitable for training, teaching, lecturing Compliance with all local and national fire code and occupational safety

requirements Lighting controls to allow easy visibility of projection screen while also allowing

students to take notes Windows must have shades or blinds to adjust sunlight Heating / Air conditioning for comfort all year round In-room temperature regulation to ensure comfortable room temperature In-room ventilation sufficient to control training room temperature Acoustics in the room must allow audibility of the instructor White marking board with pens and eraser (optional: flipchart in similar size) Projection screen or projection area at front of classroom Overhead projector and/or multi-media projector

SHOP AREA (fixed properties)

Suitable demonstration area Lighting appropriate for good vision in ambient light Compliance with all local and national fire code and occupational safety

requirements Must meet Municipal and Provincial bylaws in regards to waste water management

and environmental laws Adequate counter to student ratio Adequate computer to student ratio

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EQUIPMENT LIST

Classroom

Updated computers Various recent industry catalogues Measuring tools Microfiche reader (for reference only) In-class parts counter or equivalent Power point equipment Static displays Various example parts Phones and office equipment