Automation Competency Model Launch Webinar

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

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

3. Submitting Questions Arrow Button Text Box 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.

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

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

6. Presenters Presenters: • Steve Huffman, Chairman, Automation Federation • Barbara Derwart, Competency Team, Employment and Training Administration Moderator: • Jennifer Troke, Business Relations Group, Employment and Training Administration

7. 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.

8. 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. Agenda/Objectives

9. Audience Polling Question Employer Education Workforce Investment Economic Development Who is in our audience today? (Select All That Apply)

10. Presenter Introduction Steve Huffman Chairman, Automation Federation

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

12. 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.

13. The Automation Profession needs automation engineering and technology university programs and the curricula on which to build them. What’s the Issue? “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

14. 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.

15. 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 and help students plan their courses accordingly • Suggest relevant postsecondary education and training opportunities, including apprenticeships

16. 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 What’s the solution?

17. Presenter Introduction Barbara Derwart Competency Team, Employment and Training Administration

18. 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.

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

20. Who Benefits? • Businessneeds to know they are hiring workers who can succeed in the 21st 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.

21. 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…

22. 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.

23. Automation Competency Model Introduction and Review Competency Model Tiers

24. Automation Competency Model Introduction and Review Competency Model Tiers

25. Automation Competency Model Introduction and Review Building Blocks Competency Model

26. Steps to Build an Industry Competency Model • Conduct Research • Analyze Resource Materials • Develop draft competency model • Engage industry partners • Refine and validate the model • Launch and promote the model • Plan to maintain and update the model

27. 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.

28. One Automation perspective of Industry Segmentation and Certifications Process Hybrid Discrete Chemicals Refining Brewing Smelting Utilities Pharmaceutical. mfg. Automotive Heavy equipment Aircraft Aerospace Consumer goods Food Beverage pkg. Printing Consumer pkg. Pharmaceutical pkg. Amount of manufacturing Short cycles – minutes Change of geometry Metal removal/assembly Logic, Planning & logistics, CNC, Robotics, Hydraulics Packaging Multi-axis motion control Pneumatics & Hydraulics Long runs – months Change of material state Fluid/ pipes / thermal Transmitters & valves PID, batch 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 Maintenance combined with Mechanical Maintenance in Hybrid facilities Legend Characteristics of operation Characteristics of automation

29. Automation Competency Model Introduction and Review The Automation Competency Model

30. 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.

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

32. 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.

33. 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.

34. Tier 4: Industry-Wide Technical Competencies Design & Development Research and design for the application of technology to monitor and control the production of goods and services. Operations Set up, operate, monitor, control, and improve technology that supports production and process schedules to meet customer requirements. Maintenance, Installation, & Repair Maintain and optimize technology in support of process or manufacturing equipment and systems. Supply Chain Logistics Plan and monitor the movement and storage of materials and products in coordination with suppliers, internal systems, and customers. Quality Assurance & Continuous Improvement 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.

35. 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.

36. 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 Tier 5: Automation Fundamentals

37. 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 • Other Measurements • Control Valves • Actuation • Electrical Installations • Motor and Drive Control

38. 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 Batch Control Control Equipment Control System Documentation Advanced Control Modeling and Simulation Building Automation Motion Control Building Automation Motion Control Robotics Robot Types Programming Languages Visualization Tier 5: Control

39. 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 Tier 5: Communications, Integration, & Software

40. 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

41. Competency Model Clearinghouse • Go to: www.careeronestop.org/CompetencyModel

42. Automation Competency Model Introduction and Review

43. 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.

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

45. Question and Answer Period Please enter your questions into the Chat Room!

46. Automation Competency Model Introduction and Review Share Your Ideas with Your Peers! Simply log on to Workforce3 One and look for the “Share Content” located on the Homepage Share your demand-driven strategic plans, models, innovations, resources, and ideas! Submit your content to Workforce3 One at:http://workforce3one.org/members/mywf3/suggest.cfm

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

48. Stay Informed, Get Connected! Workforce3 One: • Communities of practice • Live web-based events • Register for updates! • For more information about the workforce investment system: • Visit www.careeronestop.org • Call 1-877-US2-JOBS

49. THANKS! www.workforce3one.org