Chippewa Valley Technical College Administrative Professional DACUM

Duties Tasks
1 2 3 4 5 6 7 8 9
A Provide Maintain Answer phones Assist internal Provide Address Collaborate Meet goals and Serve on
customer professionalism (messages) and external personal service customer internally and deadlines committees
service for , ethics, and customers and hospitality complaints/ with external
internal and office etiquette compliments stakeholders
external

B Manage office Provide Utilize Provide training Crisis Perform Inventory Maintain office Prepare for Sort and
leadership technology management financial duties management equipment audits distribute mail

C Provide Maintain Produce Take minutes Coordinate Organizing Arranging tours Manage special
administrative calendars meeting travel events projects
support materials

D Manage Produce Produce Produce reports Maintain files Create, Handle Enter data
information correspondence presentations (hard copies, maintain, and confidential
electronic) distribute matters
policies and
procedures for
organization

E Manage Manage Manage Manage payroll Prepare and Prepare Prepare tax Manage
financial accounts accounts update budgets financial documents collection
responsibilities receivable payable reports accounts

F Manage HR Create, Hire staff Supervise staff Manage

responsibilities maintain, and employee
distribute records
policies and
procedures for
employees

G Manage public Community Manage Manage social Recruit internal Prepare press
relations and involvement website media and external releases
marketing candidates
 Equipment and Tools
Mobile devices Instant messaging Word Perfect Publisher
PCs Pagers/communication tools Peach Tree Visio
Servers (wireless router) Fingerprint machines Work Horse Pinterest
Office equipment Computer software: Quickbooks Web conferencing (Skype, Tango, Blue
Jeans, Web Ex, Go 2 Meeting)
Electronic files/storage Google Docs/Apps SharePoint YouTube
Internet (website management) Microsoft Office Suite Learning management systems
Social media Adobe PDF Prezi

Knowledge/Skills
Policies Business etiquette Organizational Work under pressure
Procedures Artistic Delegate Minute taking
MOS software Social media Data entry Confidentiality
Computer/equipment Contracts Time management Synthesize information
Historical Laws Multitasking Collaboration
Department Short hand Writing Leader
English, grammar Interpersonal relationships Proofing Listening
Money handling – financial Self-audit Creative Artistic (design)
Ethics Anticipate Problem solving Conflict resolution
Leadership Critically think Information hound Office etiquette
Event planning Resourceful Ask questions Professionalism
Budgeting People-friendly (soft) Recognize relevant information Flexibility
Equipment operation Coach Meet deadlines Create efficiencies

Attitudes
Can do Ethical attitude Willing to help Think outside the box
Positive (fun, happy) Eager to learn Pleasant Humility
Team player Outgoing Graceful Appreciative
 Future Trends
More electronic Staff recognition Continuing education/personal growth Technology
Automation Teamwork Flexibility Higher accountability
Less paper Matrix environment Higher expectations/adaptability Video feed with customers
Personalized service Employee engagement/empowerment Efficient Remote office work

Job Titles
Administrative Assistant Customer Relations Receptionist Clerk/Typist
Executive Assistant Coordinator Secretary
Office Manager Office Assistant IT ___________

Sponsoring Organization
Wisconsin Technical College System
Date of DACUM
August 7, 2014
Organized By
Lynette Livingston, Associate Dean of Curriculum, CVTC
Facilitated By
Matthew Simoneau, UW-Stout
DACUM Panel of Experts

Participant Title Organization

Cherity Germain Administrative Assistant Big Brothers/Big Sisters
Pattie Huse Administrative Assistant United Way of the Greater Chippewa Valley
Patti Iverson Administrative Assistant Eau Claire Area School District
Ann Lein Administrative Assistant City of Altoona
Becky McInnis Executive Assistant Mayo Clinic Health System – Eau Claire
Brenda Michels Administrative Assistant Royal Credit Union
Carla Peterson Administrative Assistant Cascades

The DACUM Process uses experts in the field to describe their occupation. An occupation can be described in terms of DUTIES (arbitrary groupings of related tasks) and TASKS (observable units of work).