Production, Planning, and Expediting Clerks, page 1 of 4
A CDMCareerZone Occupational Brief for:
Production, Planning, and Expediting Clerks
Coordinate and expedite the flow of work and materials within or between departments of an establishment
according to production schedule. Duties include reviewing and distributing production, work, and shipment
schedules; conferring with department supervisors to determine progress of work and completion dates; and
compiling reports on progress of work, inventory levels, costs, and production problems.
Office Operations - High Scorers on the Office Operations scale usually:
• prefer jobs with clearly defined duties
• like to work with words and numbers
• are orderly and systematic
• value financial success and status
Typical jobs: bank teller, secretary, accountant, insurance clerk, computer operator, budget analyst
1. Arranges for delivery and distributes supplies and parts to expedite flow of materials to meet production
2. Calculates figures, such as labor and materials amounts, manufacturing costs, and wages, using pricing
schedules, adding machine, or calculator.
3. Compiles schedules and orders, such as personnel assignments, production, work flow, transportation, and
maintenance and repair.
4. Completes status reports, such as production progress, customer information, and materials inventory.
5. Confers with establishment personnel, vendors, and customers to coordinate processing and shipping, and to
6. Examines documents, materials, and products, and monitors work processes for completeness, accuracy, and
conformance to standards and specifications.
7. Maintains files, such as maintenance records, bills of lading, and cost reports.
8. Monitors work progress, provides services, such as furnishing permits, tickets, and union information, and
directs workers to expedite work flow.
9. Requisitions and maintains inventory of materials and supplies to meet production demands.
10. Reviews documents, such as production schedules, staffing tables, and specifications to obtain information,
such as materials, priorities, and personnel requirements.
Monitoring - Monitoring/Assessing performance of yourself, other individuals, or organizations to make
improvements or take corrective action.
Production, Planning, and Expediting Clerks, page 2 of 4
Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
Coordination - Adjusting actions in relation to others' actions.
Management of Material Resources - Obtaining and seeing to the appropriate use of equipment, facilities, and
materials needed to do certain work.
Writing - Communicating effectively in writing as appropriate for the needs of the audience.
Time Management - Managing one's own time and the time of others.
Active Listening - Giving full attention to what other people are saying, taking time to understand the points
being made, asking questions as appropriate, and not interrupting at inappropriate times.
Speaking - Talking to others to convey information effectively.
Mathematics - Using mathematics to solve problems.
Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing
files and records, stenography and transcription, designing forms, and other office procedures and terminology.
Production and Processing - Knowledge of raw materials, production processes, quality control, costs, and
other techniques for maximizing the effective manufacture and distribution of goods.
Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial
markets, banking and the analysis and reporting of financial data.
Transportation - Knowledge of principles and methods for moving people or goods by air, rail, sea, or road,
including the relative costs and benefits.
Education / Training
Most production, planning, and expediting jobs do not require more than a high school diploma or its equivalent.
Employers, however, prefer to hire those familiar with computers.
Production, planning, and expediting clerks usually learn the job by doing routine tasks under close supervision.
They must learn how their company operates before they can begin to write production and work schedules
Graphic and Printing Equipment Operator, General Production. - A program that generally prepares
individuals to apply technical knowledge and skills to plan, prepare, and execute a variety of commercial and
industrial graphic communications jobs. Includes instruction in the operation and maintenance of mechanical,
electronic, and digital graphic, printing, and finishing equipment; and related processes.
Apparel and Textile Manufacture. - A program that focuses on the design, development, and production of
textile products and related processes and systems. Includes instruction in functional and aesthetic design,
human factors research, production planning, manufacturing processes, quality assessment, and distribution
Apparel and Textile Marketing Management. - A program that focuses on marketing research and
management as applied to the products and services of the apparel and textile industries. Includes instruction in
applicable principles of textile and apparel design and manufacturing, sales and distribution systems, domestic
Production, Planning, and Expediting Clerks, page 3 of 4
and international market research, profitability, consumer research, and the design and implementation of
Watchmaking and Jewelrymaking. - A program that prepares individuals to apply technical knowledge and
skills to make repairs, and maintain timepieces, time-measuring devices, and jewelry items. Includes instruction in
mechanical timekeeping systems, digital timekeeping systems, timesetting, casting, engraving, polishing,
stonesetting, soldering, fine microscopic work, equipment and tool maintenance, redesign and restyling
techniques, and customer relations.
Business Administration and Management, General. - A program that generally prepares individuals to plan,
organize, direct, and control the functions and processes of a firm or organization. Includes instruction in
management theory, human resources management and behavior, accounting and other quantitative methods,
purchasing and logistics, organization and production, marketing, and business decision-making.
Purchasing, Procurement/Acquisitions and Contracts Management. - A program that prepares individuals to
manage and/or administer the processes by which a firm or organization contracts for goods and services to
support its operations, as well as contracts it to sell to other firms or organizations. Includes instruction in contract
law, negotiations, buying procedures, government contracting, cost and price analysis, vendor relations, contract
administration, auditing and inspection, relations with other firm departments, and applications to special areas
such as high-technology systems, international purchasing, and construction.
Logistics and Materials Management. - A program that prepares individuals to manage and coordinate all
logistical functions in an enterprise, ranging from acquisitions to receiving and handling, through internal allocation
of resources to operations units, to the handling and delivery of output. Includes instruction in acquisitions and
purchasing, inventory control, storage and handling, just-in-time manufacturing, logistics planning, shipping and
delivery management, transportation, quality control, resource estimation and allocation, and budgeting.
Accounting Technology/Technician and Bookkeeping. - A program that prepares individuals to provide
technical administrative support to professional accountants and other financial management personnel. Includes
instruction in posting transactions to accounts, record-keeping systems, accounting software operation, and
general accounting principles and practices.
Administrative Assistant and Secretarial Science, General. - A program that generally prepares individuals to
perform the duties of administrative assistants and/or secretaries and stenographers. Includes instruction in
business communications, principles of business law, word processing and data entry, office machines operation
and maintenance, office procedures, public relations, secretarial accounting, filing systems and records
management, and report preparation.
Business/Office Automation/Technology/Data Entry. - A program that prepares individuals to support
business information operations by using computer equipment to enter, process, and retrieve data for a wide
variety of administrative purposes. Includes instruction in using basic business software and hardware; business
computer networking; principles of desktop publishing; preparing mass mailings; compiling and editing
spreadsheets; list maintenance; preparing tables and graphs; receipt control; and preparing business
In 2008, the US annual wage range was between:
$31,240 - $51,420
In 2006, employment for Production, Planning, and Expediting Clerks in US was: 292,794.
It is anticipated that in the year 2016, employment in this area will number 305,123. There will be an increase of
1,233 new positions annually (0.42%). This means that this occupation is growing more slowly than average, or
little or no change
Production, Planning, and Expediting Clerks, page 4 of 4
Procurement Clerks - Compile information and records to draw up purchase orders for procurement of materials
Order Clerks - Receive and process incoming orders for materials, merchandise, classified ads, or services such
as repairs, installations, or rental of facilities. Duties include informing customers of receipt, prices, shipping dates,
and delays; preparing contracts; and handling complaints.
Shipping, Receiving, and Traffic Clerks - Verify and keep records on incoming and outgoing shipments.
Prepare items for shipment. Duties include assembling, addressing, stamping, and shipping merchandise or
material; receiving, unpacking, verifying and recording incoming merchandise or material; and arranging for the
transportation of products.
Stock Clerks- Stockroom, Warehouse, or Storage Yard - Receive, store, and issue materials, equipment, and
other items from stockroom, warehouse, or storage yard. Keep records and compile stock reports.
Weighers, Measurers, Checkers, and Samplers, Recordkeeping - Weigh, measure, and check materials,
supplies, and equipment for the purpose of keeping relevant records. Duties are primarily clerical by nature.
Executive Secretaries and Administrative Assistants - Provide high-level administrative support by conducting
research, preparing statistical reports, handling information requests, and performing clerical functions such as
preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings. May also train
and supervise lower-level clerical staff.
Legal Secretaries - Perform secretarial duties utilizing legal terminology, procedures, and documents. Prepare
legal papers and correspondence, such as summonses, complaints, motions, and subpoenas. May also assist
with legal research.