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CAMPUS

Assignments: Career Preparation I & II



 

I reserve the right to modify and change any day's lesson plan as needed to ensure the objectives are being met.  This could mean that the lessons will proceed slower some days and faster others.

All students are to be responsible for making up any missed assignments, whether absence is excused or not.  Knowledge of how to use computer is like building a house.  You need the foundation before you start on the walls or roof!  The student is responsible for checking this website for assignments as well as looking on Schoology.  All missed work is counted as zero (0) until completed and graded.


Objectives

Cumulative Course Review
* Students will briefly summarize what they have learned this year
* Students will use SMART goals to relay plans for their future
* By presenting to their classmates, this will serve as a review for all students

TEKS: §127.13 1(A)(B)(C)(D)(E)(F), 2(A)(B)(C)(D)(E)(F)(G)(H)(I), 3 (A)(B)(C)(D)(E)(F)(G)(H), 4(A)(B)(C)(D), 5(A)(B)(C)(D)(E), 6(A)(B), 7(A)(B)(C)(D)(E), 8(A)(B)(C)(D)(E)(F), 9(A)(B)(C)(D)
TEKS: §127.14 1(A)(B)(C)(D), 2(A)(B)(C)(D)(E)(F), 3(A)(B)(C)(D)(E) (F)(G)(H), 4(A)(B)(C)(D)(E)(F), 5(A)(B)(C), 6(A)(B), 7(A)(B), 8(A) (B)(C)(D)(E), 9(A)(B)(C)(D)(E)(F)(G)(H), 10(A)(B)(C)(D)(E)(F)

 

Monday, 22 May 2017 through Friday, 2 June 2017
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.


Career Preparation I & II Final Exam
* Create an electronic presentation of your choice (example: PowerPoint, Prezi, etc.)
* Eight+ slides need to highlight everything you have learned
** This can be from class (see Google Classroom for help remembering) and the job site
* Four+ slides need to provide your goals for your future (think SMART goals learned at the beginning of school)
** Your goals may be personal goals or related to your future jobs/education.
** Specific, Measurable, Achievable, Realistic & Relevant, Timed
* Ten (10) points of the grade is presenting it to the class.
* Minus 5 points for goals not being detailed as SMART
* Minus 5 points for misspelled words
* Minus 5 points for grammar and/or punctuation mistakes

Binder Audit Check Test
• Pay stubs from 1/8/2017 to most current
• Student Earnings Record, updated, printed and placed behind Course Work divider
• Gradesheets (Grading cycles to date, includes 4B progress report)
• Money Tracker, updated from 1 November to current

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.


Objectives

Ethics, Soft Skills, Entrepreneur, Career Retention-Options-Demands, etc
• Evaluate the relationship of good physical and mental health to job success and personal achievement.
• Illustrate how personal integrity affects human relations on the job.
• Research characteristics of successful working relationships such as teamwork, conflict resolution, self-control, and ability to accept criticism.
• Evaluate effective interpersonal and team-building skills involving situations with coworkers, managers, and customers.
• Demonstrate responsible and ethical behavior.
• Describe the consequences of breach of confidentiality.
• Evaluate consequences for breach of personal and occupational safety practices in the workplace.
• Research and describe laws related to different careers.
• Analyze the future employment outlook in the occupational area.
• Describe entrepreneurial opportunities in the occupational area.
• Compare rewards and demands for various levels of employment in a variety of careers.
• Evaluate strategies for career retention and advancement in response to the changing global workplace.
• Evaluate and compare employment options, including salaries and benefits.
• Identify the academic and technical entry requirements for employment in various high-skill, high-wage, or high-demand occupations.
• Compare rewards and demands for various levels of employment in a variety of careers.
• Evaluate the rights and responsibilities of employers and employees.
• Research and describe laws governing the different professions.
• Research and identify current or emerging occupations.
• Analyze future employment outlook.
• Identify and pursue opportunities, available in high school and post secondary, to acquire the necessary academic and technical skills for employment in high-skill, high-wage, or high-demand occupations.
TEKS: §127.13 1(B)(C)(D)(F), 2(H), 3(A)(B), 5(B)(D)(E), 8(A)(B)(C)(D), 9(A)(B)
TEKS: §127.14 1(A)(B)(C)(D), 2(E), 5(C), 7(A), 9(A)(B)(C)(E)(F)(G)

 

Monday, 8 May 2017 through Friday, 19 May 2017
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

12a Ethics - Worker Characteristics Being Sought
* Log into electronic assignment delivery for instructions and to complete assignment

12b Ethics - Matching Individual Interests with Job Types (Holland)
* Log into electronic assignment delivery for instructions and to complete assignment

12c Ethics - Self-Assessment for Holland Type (1-15)
* Log into electronic assignment delivery for instructions and to complete assignment

12d Ethics - Communications Style Inventory
* Log into electronic assignment delivery for instructions and to complete assignment

Classroom Discussion Guidelines:
* Only one person may speak at a time.
* All students must pay attention (NO CELL PHONES ALLOWED).
* Everyone will participate whether round robin or random selection

Discussion Topics:
• Evaluate the relationship of good physical and mental health to job success and personal achievement.
• Illustrate how personal integrity affects human relations on the job.
• Research characteristics of successful working relationships such as teamwork, conflict resolution, self-control, and ability to accept criticism.
• Evaluate effective interpersonal and team-building skills involving situations with coworkers, managers, and customers.
• Demonstrate responsible and ethical behavior.
• Describe the consequences of breach of confidentiality.
• Evaluate consequences for breach of personal and occupational safety practices in the workplace.
• Research and describe laws related to different careers.
• Analyze the future employment outlook in the occupational area.
• Describe entrepreneurial opportunities in the occupational area.
• Compare rewards and demands for various levels of employment in a variety of careers.
• Evaluate strategies for career retention and advancement in response to the changing global workplace.
• Evaluate and compare employment options, including salaries and benefits.
• Identify the academic and technical entry requirements for employment in various high-skill, high-wage, or high-demand occupations.
• Compare rewards and demands for various levels of employment in a variety of careers.
• Evaluate the rights and responsibilities of employers and employees.
• Research and describe laws governing the different professions.
• Research and identify current or emerging occupations.
• Analyze future employment outlook.
• Identify and pursue opportunities, available in high school and post secondary, to acquire the necessary academic and technical skills for employment in high-skill, high-wage, or high-demand occupations.

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.

 


 

Objectives

Written Communication
• Develop a personal resumé
• Complete job search documents
• Create/complete documents such as employment application, letter of intent, and thank you letters
• Obtain letters of recommendation
• Expand personal communication skills
• Exhibit productive work habits, attitudes, and ethical practices
• Prioritize work to fulfill responsibilities and meet deadlines

TEKS: §127.13 1(B)(C)(D)(F), 2(A)(B)(D)(E)
TEKS: §127.14 1(A)(B)(C)(D), 2(D)(F)

 

Monday, 17 April 2017 through Friday, 5 May 2017
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

Develop/Update Resumé
* Using examples found on the Internet, create/develop or update your resumé
* Consider creating your very own letterhead to use on resumés and letters

Write a Letter of Intent (aka Resumé Cover Letter)
* Using examples found on the Internet, create/develop a letter of intent

Write a Thank You letter for the opportunity to interview
* Using examples found on the Internet, create/develop a Thank You letter which would be given to a prospective employer after an interview

Obtain a Letter of Recommendation from your current or past employer(s)
* While this assignment is specific to Career Prep II students, it is good for everyone to have

To select templates in Word, do the following:
* Open up Word in Microsoft Office 2010.
* Click on the blue File tab at the top.
* Select New.
* Scroll down to select Resumes and Cover Letters directory. If it tells you it needs updating, click on the back button, then reselect it to get it to load.
* Scroll to look at the small thumbnail of the options.
* Click on an option of interest to view it bigger in the right pane.
* To download and use it, click on the Download button under the bigger thumbnail.

Use the following websites as guides:

Resumé (do not use an online resume builder as they want $ and info)

Resume Examples by Industry and Job Title: https://www.livecareer.com/resume-examples
Resume Examples: https://resumecompanion.com/resume-examples/
Genius Resume Samples & Examples: https://resumegenius.com/resume-samples
How to Create a Professional Resume: https://www.thebalance.com/how-to-create-a-professional-resume-2063237
Resume Maker: http://www.resumebuilder.org/maker/

Business Letter

Format for Writing a Business Letter: https://www.thebalance.com/sample-letter-format-2063479
The Writer’s Handbook: Business Letters: https://writing.wisc.edu/Handbook/BusinessLetter.html
Writing An Effective Business Letter: http://www.office.xerox.com/small-business/tips/business-letter/enus.html
Writing the Basic Business Letter: https://owl.english.purdue.edu/owl/resource/653/01/

Cover Letter / Letter of Intent

Write an Effective Cover Letter/Letter of Intent: http://www.vetmed.ucdavis.edu/students/local_resources/pdfs/cover_letter_letter_intent_tips.pdf

Thank You Letter

Job Interview Thank You Letter Examples: https://www.thebalance.com/job-interview-thank-you-letter-examples-2063964

Letter of Recommendation

How to Write a Letter of Recommendation: https://www.thebalance.com/how-to-write-a-letter-of-recommendation-2060460

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.


Objectives

Protecting Yourself from Fraud - Identity Theft
• Explain the risks associated with fraud
• Summarize the main types of fraud
• Identify how fraud occurs
• Describe how government agencies help protect consumers from fraud
• Apply guidelines for fraud protection
• Recommend steps for fraud victims to take

TEKS: §127.13 2(A)(B)(C)(D)(E)(F)(G)(I), 3(D)(E)(F)(G), 4(C), 8(F), 9(C)
TEKS: §127.14 2(A)(B)(C)(D)(F), 3(A)(B)(C)(E)(F)(G), 4(A)(C)(D)(E)(F), 9(H), 10(D)(E)

 

Monday, 27 March 2017 through Friday, 14 April 2017
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.
Short Answer Response (SAR): Success

Protecting Yourself from Fraud - Identity Theft

09a My Fraud Risk (assignment)
* Complete the My Fraud Risk to determine how susceptible you are to fraud. If a question doesn’t apply to you, select N/A (not applicable). Add the number of yes answers.
*Yes to 10-13 questions – low risk: Great job! You are taking steps in your daily activities to minimize your risk of fraud. Keep up the good work!
* Yes to 6-9 questions – medium risk: You may be susceptible to fraud. It is essential for you to identify potentially harmful behavior and make changes immediately.
* Yes to 5 or fewer questions – high risk: You are highly susceptible to fraud. If you aren’t a victim of fraud already, you may be soon! It is critical that you examine your current behaviors and reduce your vulnerability.
* Using a complete sentence, identify three things you can begin doing immediately to address any potentially risky behaviors.

09b Protecting Yourself from Fraud Note Taking Guide (assignment)
* Read the attached Protecting Yourself from Fraud presentation while completing the accompanying Protecting Yourself from Fraud Note Taking Guide. Please submit the Protecting Yourself from Fraud Note Taking Guide upon completion.

09ba The Fraud Mystery, Acts 1 and 3 (assignment)
* Read the attached script to help answer the questions on the Protecting Yourself from Fraud Note Taking Guide. If there are enough volunteers, this may be acted out/read in class.

09c Solve the Mystery for Lucy (question)
* The class should be divided into 4 groups. Questions will be read for each group to confer and determine their answer. If the answer is correct, they will receive a clue to Solve the Mystery for Lucy. An incorrect answer doesn’t receive a clue card. Play will continue until all 12 clues have been earned.
* Once you have determined who you believe to be the culprit, in a complete sentence, write who it is and why you believe they are guilty.

09d What Should They Do? (question)
* Students get in groups of 2-3. Each group will be provided a What Should They Do? scenario card. The group’s job is to identify the following:
• What advice they would give to each person to address the challenge presented
• The government agency that provides protection and/or additional information
* One student in the group will present the challenge and the advice.
* Other groups will be given the opportunity to add information from their experiences/knowledge.

09e Fraud Interview (assignment)
* Receive the Fraud Interview handout. Interview an adult about their experiences with fraud. Reflect on what you learned from the adult’s experience vs. knowledge obtained in class.

09f Fraud Interview (Letter) Rubric
* Upon completion of your Fraud Interview, write a reflection in the form of a business letter. Your reflection should include responses to the following questions:
• What are two things you learned about fraud?
• Based upon your interview, what are three things you could teach the interviewee about fraud that they might not already know and why?
* Use the rubric to evaluate the quality and content of your letter. Exemplary work will have both required questions answered with thoughtful responses; be easy to understand, accurate (no errors in content or grammar); well-organized with an introduction, body and conclusion; presented as a one page letter, typed, double-spaced, 12 font and 1 inch margins.
* Use the following websites as guides for letter writing:
** Writing the Basic Business Letter ** https://owl.english.purdue.edu/owl/resource/653/01/ ** The Writer’s Handbook: Business Letters ** https://writing.wisc.edu/Handbook/BusinessLetter.html

During week of 10-14 April (Mon-Thurs is class, Friday is Good Friday Holiday), complete the above assignments while each student completes their Binder Audit Check Test.

Binder Audit Check Test
• Pay stubs from 1/8/2017 to most current
• Student Earnings Record, updated, printed and placed behind Course Work divider
• Gradesheets (Grading cycles to date, includes 4A progress report)
• Money Tracker, updated from 1 November to current

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.


Objectives

Protecting Yourself from Fraud - Identity Theft
• Explain the risks associated with fraud
• Summarize the main types of fraud
• Identify how fraud occurs
• Describe how government agencies help protect consumers from fraud
• Apply guidelines for fraud protection
• Recommend steps for fraud victims to take

TEKS: §127.13 2(A)(B)(C)(D)(E)(F)(G)(I), 3(D)(E)(F)(G), 4(C), 8(F), 9(C)
TEKS: §127.14 2(A)(B)(C)(D)(F), 3(A)(B)(C)(E)(F)(G), 4(A)(C)(D)(E)(F), 9(H), 10(D) (E)

 

Monday, 20 March 2017 through Friday, 24 March 2017
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

Protecting Yourself from Fraud - Identity Theft

09a My Fraud Risk (assignment)
* Complete the My Fraud Risk to determine how susceptible you are to fraud. If a question doesn’t apply to you, select N/A (not applicable). Add the number of yes answers.
*Yes to 10-13 questions – low risk: Great job! You are taking steps in your daily activities to minimize your risk of fraud. Keep up the good work!
* Yes to 6-9 questions – medium risk: You may be susceptible to fraud. It is essential for you to identify potentially harmful behavior and make changes immediately.
* Yes to 5 or fewer questions – high risk: You are highly susceptible to fraud. If you aren’t a victim of fraud already, you may be soon! It is critical that you examine your current behaviors and reduce your vulnerability.
* Using a complete sentence, identify three things you can begin doing immediately to address any potentially risky behaviors.

09b Protecting Yourself from Fraud Note Taking Guide (assignment)
* Read the attached Protecting Yourself from Fraud presentation while completing the accompanying Protecting Yourself from Fraud Note Taking Guide. Please submit the Protecting Yourself from Fraud Note Taking Guide upon completion.

09ba The Fraud Mystery, Acts 1 and 3 (assignment)
* Read the attached script to help answer the questions on the Protecting Yourself from Fraud Note Taking Guide. If there are enough volunteers, this may be acted out/read in class.

09c Solve the Mystery for Lucy (question)
* The class should be divided into 4 groups. Questions will be read for each group to confer and determine their answer. If the answer is correct, they will receive a clue to Solve the Mystery for Lucy. An incorrect answer doesn’t receive a clue card. Play will continue until all 12 clues have been earned.
* Once you have determined who you believe to be the culprit, in a complete sentence, write who it is and why you believe they are guilty.

09d What Should They Do? (question)
* Students get in groups of 2-3. Each group will be provided a What Should They Do? scenario card. The group’s job is to identify the following:
• What advice they would give to each person to address the challenge presented
• The government agency that provides protection and/or additional information
* One student in the group will present the challenge and the advice.
* Other groups will be given the opportunity to add information from their experiences/knowledge.

09e Fraud Interview (assignment)
* Receive the Fraud Interview handout. Interview an adult about their experiences with fraud. Reflect on what you learned from the adult’s experience vs. knowledge obtained in class.

09f Fraud Interview (Letter) Rubric
* Upon completion of your Fraud Interview, write a reflection in the form of a business letter. Your reflection should include responses to the following questions:
• What are two things you learned about fraud?
• Based upon your interview, what are three things you could teach the interviewee about fraud that they might not already know and why?
* Use the rubric to evaluate the quality and content of your letter. Exemplary work will have both required questions answered with thoughtful responses; be easy to understand, accurate (no errors in content or grammar); well-organized with an introduction, body and conclusion; presented as a one page letter, typed, double- spaced, 12 font and 1 inch margins.
* Use the following websites as guides for letter writing:
** Writing the Basic Business Letter ** https://owl.english.purdue.edu/owl/resource/653/01/ ** The Writer’s Handbook: Business Letters ** https://writing.wisc.edu/Handbook/BusinessLetter.html

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.


Objectives

Paying Your Income Taxes
• Identify the purpose of income taxes
• Identify information contained on a W-2
• Use information in a W-2 to complete a Form 1040EZ
• Use tax tables to prepare a Form 1040EZ Tax Return

TEKS: §127.13 2(A)(B)(C)(D)(E)(F)(G)(I), 3(D)(E)(F)(G), 4(C), 8(F), 9(C)
TEKS: §127.14 2(A)(B)(C)(D)(F), 3(A)(B)(C)(E)(F)(G), 4(A)(C)(D)(E)(F), 9(H), 10(D) (E)

 

Monday, 6 March 2017 through Friday, 10 March 2017
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

Binder Audit Check Test
• Pay stubs from 1/8/2017 to most current
• Student Earnings Record, updated, printed and placed behind Course Work divider
• Gradesheets (Grading cycles to date, includes 3B progress report)
• Money Tracker, updated from 1 November to current

Paying Your Income Taxes

10a Allocating Tax Dollars – What Would You Choose (assignment)
* On the Allocating Tax Dollars – What Would You Choose.pdf, follow the stated instructions and submit once completed.
* An explanation of each budget function can be found at
http://budget.house.gov/budgetprocess/budgetfunctions.htm

10b Paying Your Income Taxes PowerPoint & Info (assignment)
* Read the attached Paying Your Income Taxes presentation and the accompanying Paying Your Income Taxes information document. These will help you be successful as you complete the rest of this unit’s assignments.
** A Brief History of Income Taxes
https://turbotax.intuit.com/tax-tools/tax-tips/General-Tax-Tips/A-Brief-History-of- Income-Taxes/INF18754.html
** A Century of Income Taxes: The History of Tax Day [Infographic]
** http://blog.turbotax.intuit.com/tax-news/a-century-of-income-taxes-the-history- of-tax-day-infographic-14220/

10c Paying Your Income Taxes - 1040EZ Jeff & Darcie Naylor (assignment)
* Each student will complete the 1040EZ for Jeff & Darcie Naylor using the resources of the PowerPoint presentation and information .pdfs provided. Students will help each other as we work on this as a class.
* To use the computer’s calculator (if it isn’t readily available), click on the Start button in the lower left hand corner then, in the Search All Programs and Files, type calculator. Select the result.

10d Paying Your Income Taxes - 1040EZ - Scenario (assignment)
* Use the Paying Your Income Taxes – 1040EZ.pdf and the 10cb 20xx Tax Table to complete the taxes for the scenario which will be provided to you. (Or, roll an electronic die and do the taxes for the scenario that matches the number you roll.)
• Use your own name and address information for the tax form. If you are married in your scenario, make a fictitious spouse’s name.
• Use a generic social security number for yourselves (and your spouse). Ex.: 123-45 -9999
* To use the computer’s calculator (if it isn’t readily available), click on the Start button in the lower left hand corner then, in the Search All Programs and Files, type calculator. Select the result.
https://www.random.org/dice/
http://www.roll-dice-online.com/

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.


Objectives

Paying Your Income Taxes
• Identify the purpose of income taxes
• Identify information contained on a W-2
• Use information in a W-2 to complete a Form 1040EZ
• Use tax tables to prepare a Form 1040EZ Tax Return

TEKS: §127.13 2(A)(B)(C)(D)(E)(F)(G)(I), 3(D)(E)(F)(G), 4(C), 8(F), 9(C)
TEKS: §127.14 2(A)(B)(C)(D)(F), 3(A)(B)(C)(E)(F)(G), 4(A)(C)(D)(E)(F), 9(H), 10(D) (E)

 

Monday, 27 February 2017 through Friday, 3 March 2017
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

Paying Your Income Taxes

10a Allocating Tax Dollars – What Would You Choose (assignment)
* On the Allocating Tax Dollars – What Would You Choose.pdf, follow the stated instructions and submit once completed.
* An explanation of each budget function can be found at
http://budget.house.gov/budgetprocess/budgetfunctions.htm

10b Paying Your Income Taxes PowerPoint & Info (assignment)
* Read the attached Paying Your Income Taxes presentation and the accompanying Paying Your Income Taxes information document. These will help you be successful as you complete the rest of this unit’s assignments.
** A Brief History of Income Taxes
https://turbotax.intuit.com/tax-tools/tax-tips/General-Tax-Tips/A-Brief-History-of- Income-Taxes/INF18754.html
** A Century of Income Taxes: The History of Tax Day [Infographic]
** http://blog.turbotax.intuit.com/tax-news/a-century-of-income-taxes-the-history- of-tax-day-infographic-14220/

10c Paying Your Income Taxes - 1040EZ Jeff & Darcie Naylor (assignment)
* Each student will complete the 1040EZ for Jeff & Darcie Naylor using the resources of the PowerPoint presentation and information .pdfs provided. Students will help each other as we work on this as a class.
* To use the computer’s calculator (if it isn’t readily available), click on the Start button in the lower left hand corner then, in the Search All Programs and Files, type calculator. Select the result.

10d Paying Your Income Taxes - 1040EZ - Scenario (assignment)
* Use the Paying Your Income Taxes – 1040EZ.pdf and the 10cb 20xx Tax Table to complete the taxes for the scenario which will be provided to you. (Or, roll an electronic die and do the taxes for the scenario that matches the number you roll.)
• Use your own name and address information for the tax form. If you are married in your scenario, make a fictitious spouse’s name.
• Use a generic social security number for yourselves (and your spouse). Ex.: 123-45 -9999
* To use the computer’s calculator (if it isn’t readily available), click on the Start button in the lower left hand corner then, in the Search All Programs and Files, type calculator. Select the result.
https://www.random.org/dice/
http://www.roll-dice-online.com/

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.

 


Objectives

Credit Basics
• Compare different types of credit
• Analyze strategies for responsible credit use
• Identify the major steps involved with obtaining credit
• Recommend how to choose credit terms that best fit particular needs

TEKS: §127.13 2(A)(B)(C)(D)(E)(F)(G)(I), 3(D)(E)(F)(G), 4(C), 8(F), 9(C)
TEKS: §127.14 2(A)(B)(C)(D)(F), 3(A)(B)(C)(E)(F)(G), 4(A)(C)(D)(E)(F), 9(H), 10 (D)(E)

 

Monday, 20 February 2017 through Friday, 24 February 2017
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

Credit Basics

08a Credit Basics Note Taking Guide (assignment)
Read the attached Credit Basics presentation while completing the accompanying Credit Basics Note Taking Guide. Please submit the Credit Basics Note Taking Guide upon completion.

08a Credit Basics, Slide 9: Amount You Borrow (question)
Using complete sentences, why should you limit your debt?

08a Credit Basics, Slide 12: Open-end Credit - Revolving (question)
Using a complete sentence, describe what type of credit Toby had? How did you determine your conclusion? (Think in SAR format.)

08b Credit Basics, Slide 16: Alternative Lending Hazard Assignment
Open the Alternative Lending Hazard 2.6.2.A1.pdf and use one of these websites to roll the dice and complete the assignment.
https://www.random.org/dice/
http://www.roll-dice-online.com/
Play for 7 pay periods. If you roll a 1 and pay off the loan within the first few pay periods, take out another $300 payday loan and continue playing.

08b Credit Basics, Slide 16: Alternative Lending Hazard Discussion
Using complete sentences answer the following discussion questions.
How much did you pay for Mario's total?
If Mario couldn't pay back the original loan until April, how do you think he handled his other car payments that were due in February and March?

08a Credit Basics, Slide 17: Types of Alternative Credit - Rent-to-Own
Read the following two articles and provide a summary:
Consumer Reports investigates rent-to-own retailers
http://www.consumerreports.org/cro/news/2011/06/consumer-reports-investigates- rent-to-own-retailers/index.htm

Be cautious of rent-to-own deals
They're a costly way to buy appliances, electronics, and furniture
http://www.consumerreports.org/cro/news/2015/07/be-cautious-of-rent-to-own- deals/index.htm

08a Credit Basics, Slide 18: Types of Alternative Credit - Title & Pawn Loan
Using a complete sentence, what are alternative options to title and pawn loans?

08a Credit Basics, Slide 20: How to Obtain Credit
Using complete sentences, explain what types of loans typically advertise no credit checks and why.

08c Credit Basics, Slide 23: Evaluate a Contract (Group Discussion)
Open the Big Bling Credit Card Agreement and Disclosure.
Read the contract and circle items that may have jumped out as red flags such as unfamiliar terms, complex language, etc.
Underline the terms of credit.
Using complete sentences, discuss the following topics:
* Forecast how complicated language might impact a consumer during a high- pressure sales interaction.
* What is the annual interest rate?
* Are there fees? If so, what are they?
* What are the consequences of a missed or late payment?
* Is there anything else in the contract you need to learn more about?
* is this a loan contract you would sign? Why or why not?

08a Credit Basics, Slide 24: You are Responsible for Your Present Self and Future Self!
Forecasting Credit Needed in Your Next 5 Years
Using complete sentences, discuss the following:
* What types of credit you will need the next five years?
* Where will you go to get each type of credit?
* What will you do to be smart credit consumers to protect your financial future?

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.


Objectives

Credit Reports and Scores
• Summarize the information included in a credit report
• Explain how a credit score is calculated
• Compare a credit score and a credit report
• Evaluate the consequences of having negative credit history
• Recommend strategies for developing a positive credit history
• Explain how to obtain credit reports and credit scores
• Describe steps to correct a mistake on a credit report
TEKS: §127.13 2(A)(B)(C)(D)(E)(F)(G)(I), 3(D)(E)(F)(G), 4(C), 8(F), 9(C)
TEKS: §127.14 2(A)(B)(C)(D)(F), 3(A)(B)(C)(E)(F)(G), 4(A)(C)(D)(E)(F), 9(H), 10(D)(E)

 

Monday, 13 February 2017 through Friday, 17 February 2017
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

Binder Audit Check Test
• Pay stubs from 12/25/2016 to most current
• Student Earnings Record, updated, printed and placed behind Course Work divider
• Gradesheets (Grading cycles to date, includes 3A progress report)
• Money Tracker, updated from 1 November to current

Credit Reports and Scores

07ba Isabella Langley’s Story and Credit Report (assignment)
Read Isabella's story. Using Acrobat's commenting tools underline or highlight any areas of financial concern. Save. Submit assignment upon completion.

07ba Isabella Langley's Story and Credit Report Areas of Financial Concern (question)
After reviewing Isabella's Story and Credit Report, comment about the various areas of financial concern. Those who find at least 6 general areas will earn an A.

07a Credit Reports and Scores Note Taking Guide (assignment)
Read the attached Credit Reports and Scores presentation while completing the accompanying Credit Reports and Scores Note Taking Guide. Please submit the Credit Reports and Scores Note Taking Guide upon completion.

07aa Credit Reports and Scores, Slide 7: Consumer Information (question)
Do you find anything surprising in Consumer Information section of Isabella's credit report? If so, please explain.

07ab Credit Reports and Scores, Slide 10: Types of Credit (question)
Locate the account for Sam’s Electronic World. Is it an example of closed-end or open-end credit? Identify an example of a closed-end (installment) credit account.

07ab Credit Reports and Scores, Slide 10: Types of Credit (question)
Locate the account for Sam’s Electronic World. Is it an example of closed-end or open-end credit? Using Isabella’s Credit Report, identify an example of a closed-end (installment) credit account.

07ac Credit Reports and Scores, Slide 16: Accounts in Good vs. Potentially Negative Standing (group question)
Select an account from the following list and, as a group, discuss if it is in good standing or has potentially negative items. Explain your reasoning in detail.
• Main Collection Agency
• Talk Talk Telephone Service Provider
• Shop ‘Til You Drop Corporate
• Free Money Credit Card
• US Dept. of Education

07ad Credit Reports and Scores, Slide 19: Types of Lenders Who Report to CRA’s (question)
List the names and types of lenders who have reported about Isabella.
Example: Sam’s Electronic World (retail store)

07ae Credit Reports and Scores, Slide 20: Types of Data Furnishers Who Report to CRA’s (question)
Identify an example of a data furnisher on Isabella’s report. Is it a good or negative report?

07af Credit Reports and Scores, Between Slides 22 & 23: Video (group question)
Using your headphones, watch one of more of the videos at the URL provided then answer the following questions.
https://consumerjungle.org/contests/give-yourself-some-credit
• Which video did you watch that you will be answering these questions?
• What is the overall message portrayed in the video clip?
• What are two questions you have about credit reports and scores as a result of the video?
• What are two things learned about credit reports and scores as a result of the video?
• Was everything in the video accurate?

07ag Credit Reports and Scores, Slide 26: Credit History Affects More than Credit (question)
Identify examples of how Isabella’s credit history is affecting her financial well-being?

07ah Credit Reports and Scores, Slide 33 & 34: Talitha and Brendan’s Advice (group question)
After reviewing Isabella Langley’s Story, discuss the advice Isabella was given and determine if each piece of advice was good. Why or why not?

07ai Credit Reports and Scores, Slide 35: Summary (group question)
Identify three pieces of advice you would give to Isabella to begin improving her credit history.

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.


Objectives

Income and Expense Statement
* Evaluate the purpose of an Income and Expense Statement
* Identify sources of income individuals have
* Explore typical expenses individuals incur
* Create an Income and Expense Statement
TEKS: §127.13 3(E)(F), 8(F), 9(C)(D)
TEKS: §127.14 3(E)(F)(H), 4(A)(D)(E)(F), 9(D)(H), 10(A)(B)(C)(E)

Credit Reports and Scores
• Summarize the information included in a credit report
• Explain how a credit score is calculated
• Compare a credit score and a credit report
• Evaluate the consequences of having negative credit history
• Recommend strategies for developing a positive credit history
• Explain how to obtain credit reports and credit scores
• Describe steps to correct a mistake on a credit report
TEKS: §127.13 2(A)(B)(C)(D)(E)(F)(G)(I), 3(D)(E)(F)(G), 4(C), 8(F), 9(C)
TEKS: §127.14 2(A)(B)(C)(D)(F), 3(A)(B)(C)(E)(F)(G), 4(A)(C)(D)(E)(F), 9(H), 10(D)(E)

 

Monday, 6 February 2017 through Friday, 10 February 2017
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

Income and Expense Statement

06d Evan’s Income and Expense Statement
06e Claire’s Income and Expense Statement
• The .pdf was shared with the students in class and the .xlsx file was emailed to the students.
• Students will submit the corresponding .pdf and Excel workbook to Google Classroom upon completing the assignment.

06b Income and Expense Statement (their personal statement for the time period selected which should be no less than one month)
• Students will submit their Excel workbook with their personal Income and Expense Statement.

Credit Reports and Scores
* Files will be emailed to students upon initial request.
* Assignments and questions will be completed in Google Classroom.

07ba Isabella Langley’s Story and Credit Report (assignment)
Read Isabella's story. Using Acrobat's commenting tools underline or highlight any areas of financial concern. Save. Submit assignment upon completion.

07ba Isabella Langley's Story and Credit Report Areas of Financial Concern (question)
After reviewing Isabella's Story and Credit Report, comment about the various areas of financial concern. Those who find at least 6 general areas will earn an A.

07a Credit Reports and Scores Note Taking Guide (assignment)
Read the attached Credit Reports and Scores presentation while completing the accompanying Credit Reports and Scores Note Taking Guide. Please submit the Credit Reports and Scores Note Taking Guide upon completion.

07aa Credit Reports and Scores, Slide 7: Consumer Information (question)
Do you find anything surprising in Consumer Information section of Isabella's credit report? If so, please explain.

07ab Credit Reports and Scores, Slide 10: Types of Credit (question)
Locate the account for Sam’s Electronic World. Is it an example of closed-end or open-end credit? Identify an example of a closed-end (installment) credit account.

07ab Credit Reports and Scores, Slide 10: Types of Credit (question)
Locate the account for Sam’s Electronic World. Is it an example of closed-end or open-end credit? Using Isabella’s Credit Report, identify an example of a closed-end (installment) credit account.

07ac Credit Reports and Scores, Slide 16: Accounts in Good vs. Potentially Negative Standing (group question)
Select an account from the following list and, as a group, discuss if it is in good standing or has potentially negative items. Explain your reasoning in detail.
• Main Collection Agency
• Talk Talk Telephone Service Provider
• Shop ‘Til You Drop Corporate
• Free Money Credit Card
• US Dept. of Education

07ad Credit Reports and Scores, Slide 19: Types of Lenders Who Report to CRA’s (question)
List the names and types of lenders who have reported about Isabella.
Example: Sam’s Electronic World (retail store)

07ae Credit Reports and Scores, Slide 20: Types of Data Furnishers Who Report to CRA’s (question)
Identify an example of a data furnisher on Isabella’s report. Is it a good or negative report?

07af Credit Reports and Scores, Between Slides 22 & 23: Video (group question)
Using your headphones, watch one of more of the videos at the URL provided then answer the following questions.
https://consumerjungle.org/contests/give-yourself-some-credit
• Which video did you watch that you will be answering these questions?
• What is the overall message portrayed in the video clip?
• What are two questions you have about credit reports and scores as a result of the video?
• What are two things learned about credit reports and scores as a result of the video?
• Was everything in the video accurate?

07ag Credit Reports and Scores, Slide 26: Credit History Affects More than Credit (question)
Identify examples of how Isabella’s credit history is affecting her financial well-being?

07ah Credit Reports and Scores, Slide 33 & 34: Talitha and Brendan’s Advice (group question)
After reviewing Isabella Langley’s Story, discuss the advice Isabella was given and determine if each piece of advice was good. Why or why not?

07ai Credit Reports and Scores, Slide 35: Summary (group question)
Identify three pieces of advice you would give to Isabella to begin improving her credit history.

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.

 


Objectives

Income and Expense Statement
* Evaluate the purpose of an Income and Expense Statement
* Identify sources of income individuals have
* Explore typical expenses individuals incur
* Create an Income and Expense Statement

TEKS: §127.13 3(E)(F), 8(F), 9(C)(D)
TEKS: §127.14 3(E)(F)(H), 4(A)(D)(E)(F), 9(D)(H), 10(A)(B)(C)(E)

 

Monday, 30 January 2017 through Friday, 3 February 2017
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

The Cosby Show, Season 2, Episode 22: "Theo's Holiday"
* Observe Mr. and Mrs. Cosby turn their house into an apartment to teach Theo a lesson regarding real-life money situations.

Income and Expense Statement Note Taking Guide
* Log into Schoology for detailed information and submit assignment

Income and Expense Statement Presentation
* Slide 3: Income and Expense Statement Template.pdf or .xlsx
* Slide 8: Income Categories: Each student receives a slip of paper with a type of income which they take to the location in the room that matches the category
* Slide 20: Four on the Floor (Check to see if want to do this one) (Find first!)
* Slide 31: Obtain Evan's Income and Expense Statement.pdf. Use it as we work through his situation together.
* Slide 34: Use the Income and Expense Statement Template of your choice (.pdf or .xlsx) to create a statement for Evan.

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.

 


 

Objectives

Income and Expense Statement
* Evaluate the purpose of an Income and Expense Statement
* Identify sources of income individuals have
* Explore typical expenses individuals incur
* Create an Income and Expense Statement

TEKS: §127.13 3(E)(F), 8(F), 9(C)(D)
TEKS: §127.14 3(E)(F)(H), 4(A)(D)(E)(F), 9(D)(H), 10(A)(B)(C)(E)

Monday, 23 January 2017 through Friday, 27 January 2017
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

The Cosby Show, Season 2, Episode 22: "Theo's Holiday"
* Observe Mr. and Mrs. Cosby turn their house into an apartment to teach Theo a lesson regarding real-life money situations.

Income and Expense Statement Note Taking Guide
* Log into Schoology for detailed information and submit assignment

Income and Expense Statement Presentation
* Slide 3: Income and Expense Statement Template.pdf or .xlsx
* Slide 8: Income Categories: Each student receives a slip of paper with a type of income which they take to the location in the room that matches the category
* Slide 20: Four on the Floor (Check to see if want to do this one) (Find first!)
* Slide 31: Obtain Evan's Income and Expense Statement.pdf. Use it as we work through his situation together.
* Slide 34: Use the Income and Expense Statement Template of your choice (.pdf or .xlsx) to create a statement for Evan.

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.

 


Objectives

* Describe the importance of net worth
* Compare the difference between income and net worth
* Explain why a Statement of Financial Position is an important financial planning tool
* Create a Statement of Financial Position

TEKS: §127.13 3(E)(F), 8(F), 9(C)(D)
TEKS: §127.14 3(E)(F)(H), 4(A)(D)(E)(F), 9(D)(H), 10(A)(B)(C)(E)

 

Monday, 16 January 2017 through Friday, 20 January 2017
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

Binder Audit Check Test Grade
* Dividers in order (Handbook, Training Plan, Hours/Pay Record, Gradesheet, Course Work)
* Handbook (complete with signed page)
* Training Plan
* Pay stubs from 8/29 or hire date to most current
* Student Earnings Record, updated, printed and placed behind Course Work divider
* Gradesheets (Grading cycles to date: S1)
* Money Tracker, updated from 1 November to current

Statement of Financial Position Note Taking Guide
* Log into Schoology for detailed information and submit assignment

Statement of Financial Position Presentation
* Slide 2: Who do you think is wealthier, Ian or Mitchell? (vote re Insight)
* Slide 6: On your Note Taking Guide, find assets, liabilities and net worth
* Slide 20: Vote again on who is wealthier, Ian or Mitchell? (vote re Insight)
* Slide 23: Download and complete Tori's Statement of Financial Position.pdf
* Slide 27: Compare your Tori's Statement of Financial Position with your neighbor. If there is a difference, discuss the thought process behind each answer.
* Slide 29: Discussion re Tori's current net worth, net worth if purchase car, trade-offs necessary for either option
* Slide 30: Discuss how Tori can increase net worth. How does trade school/college fit into scenario?

Statement of Financial Positions
* Log into Schoology for detailed information and submit assignments
* You will complete and submit:
*** Statement of Financial Position.pdf or .xlsx
*** Scenario statement for Chuck and Wendy or Cody or Ed and Mary

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.

 


Objectives

* Describe the importance of net worth
* Compare the difference between income and net worth
* Explain why a Statement of Financial Position is an important financial planning tool
* Create a Statement of Financial Position

TEKS: §127.13 3(E)(F), 8(F), 9(C)(D)
TEKS: §127.14 3(E)(F)(H), 4(A)(D)(E)(F), 9(D)(H), 10(A)(B)(C)(E)

 

Monday, 9 January 2017 through Friday, 13 January 2017
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

Binder Audit Check Test Grade
* Dividers in order (Handbook, Training Plan, Hours/Pay Record, Gradesheet, Course Work)
* Handbook (complete with signed page)
* Training Plan
* Pay stubs from 8/29 or hire date to most current
* Student Earnings Record, updated, printed and placed behind Course Work divider
* Gradesheets (Grading cycles to date: S1)
* Money Tracker, updated from 1 November to current

Statement of Financial Position Note Taking Guide
* Log into Schoology for detailed information and submit assignment

Statement of Financial Position Presentation
* Slide 2: Who do you think is wealthier, Ian or Mitchell? (vote re Insight)
* Slide 6: On your Note Taking Guide, find assets, liabilities and net worth
* Slide 20: Vote again on who is wealthier, Ian or Mitchell? (vote re Insight)
* Slide 23: Download and complete Tori's Statement of Financial Position.pdf
* Slide 27: Compare your Tori's Statement of Financial Position with your neighbor. If there is a difference, discuss the thought process behind each answer.
* Slide 29: Discussion re Tori's current net worth, net worth if purchase car, trade-offs necessary for either option
* Slide 30: Discuss how Tori can increase net worth. How does trade school/college fit into scenario?

Statement of Financial Positions
* Log into Schoology for detailed information and submit assignments
* You will complete and submit:
*** Statement of Financial Position.pdf or .xlsx
*** Scenario statement for Chuck and Wendy or Cody or Ed and Mary

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.

 


 

Objectives

* Describe the importance of net worth
* Compare the difference between income and net worth
* Explain why a Statement of Financial Position is an important financial planning tool
* Create a Statement of Financial Position

TEKS: §127.13 3(E)(F), 8(F), 9(C)(D)
TEKS: §127.14 3(E)(F)(H), 4(A)(D)(E)(F), 9(D)(H), 10(A)(B)(C)(E)

 

Monday, 9 January 2017 through Friday, 13 January 2017
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

Binder Audit Check Test Grade
* Dividers in order (Handbook, Training Plan, Hours/Pay Record, Gradesheet, Course Work)
* Handbook (complete with signed page)
* Training Plan
* Pay stubs from 8/29 or hire date to most current
* Student Earnings Record, updated, printed and placed behind Course Work divider
* Gradesheets (Grading cycles to date: S1)
* Money Tracker, updated from 1 November to current

Statement of Financial Position Note Taking Guide
* Log into Schoology for detailed information and submit assignment

Statement of Financial Position Presentation
* Slide 2: Who do you think is wealthier, Ian or Mitchell? (vote re Insight)
* Slide 6: On your Note Taking Guide, find assets, liabilities and net worth
* Slide 20: Vote again on who is wealthier, Ian or Mitchell? (vote re Insight)
* Slide 23: Download and complete Tori's Statement of Financial Position.pdf
* Slide 27: Compare your Tori's Statement of Financial Position with your neighbor. If there is a difference, discuss the thought process behind each answer.
* Slide 29: Discussion re Tori's current net worth, net worth if purchase car, trade-offs necessary for either option
* Slide 30: Discuss how Tori can increase net worth. How does trade school/college fit into scenario?

Statement of Financial Positions
* Log into Schoology for detailed information and submit assignments
* You will complete and submit:
*** Statement of Financial Position.pdf or .xlsx
*** Scenario statement for Chuck and Wendy or Cody or Ed and Mary

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.


Objectives

* Describe the importance of net worth
* Compare the difference between income and net worth
* Explain why a Statement of Financial Position is an important financial planning tool
* Create a Statement of Financial Position
TEKS: §127.13 3(E)(F), 8(F), 9(C)(D)
TEKS: §127.14 3(E)(F)(H), 4(A)(D)(E)(F), 9(D)(H), 10(A)(B)(C)(E)

 

Monday, 2 January 2017 through Friday, 6 January 2017
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

Statement of Financial Position Note Taking Guide
* Log into Schoology for detailed information and submit assignment

Statement of Financial Position Presentation
* Slide 2: Who do you think is wealthier, Ian or Mitchell? (vote re Insight)
* Slide 6: On your Note Taking Guide, find assets, liabilities and net worth
* Slide 20: Vote again on who is wealthier, Ian or Mitchell? (vote re Insight)
* Slide 23: Download and complete Tori's Statement of Financial Position.pdf
* Slide 27: Compare your Tori's Statement of Financial Position with your neighbor. If there is a difference, discuss the thought process behind each answer.
* Slide 29: Discussion re Tori's current net worth, net worth if purchase car, trade-offs necessary for either option
* Slide 30: Discuss how Tori can increase net worth. How does trade school/college fit into scenario?

Statement of Financial Positions
* Log into Schoology for detailed information and submit assignments
* You will complete and submit:
*** Statement of Financial Position.pdf or .xlsx
*** Scenario statement for Chuck and Wendy or Cody or Ed and Mary

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.


Objectives

• Identify employment opportunities in the community and surrounding areas
• Compare and contrast employer expectations at different training stations
• Identify safe working practices at various training stations
• Analyze the future employment outlook in the area
• Compare rewards and demands of various training stations
• Organize, write and compile information re training station in a PowerPoint presentation

TEKS: §127.13 1(A), 2(A)(B)(C)(D)(E)(F)(G)(I), 3(C)(D)(E)(F)(G)(H), 4(A)(B)(D), 6(A), 7 (A), 8(A)(C)(F), 9(C)(D)
TEKS: §127.14 2(A)(B)(C)(D)(F), 3(A)(C)(D)(E)(F)(G)(H), 4(A)(B)(D)(E)(F), 7(B), 8(D), 9 (D)(H), 10(A)(B)(C)(E)(F)

 

Monday, 12 December 2016 through Friday, 16 December 2016
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

Semester Exam PowerPoint Presentation
Career Preparation: Training Station
* Log into Schoology for detailed information

Binder Audit Check Test Grade
* Dividers in order (Handbook, Training Plan, Hours/Pay Record, Gradesheet, Course Work)
* Handbook (complete with signed page)
* Training Plan
* Pay stubs from 8/29 or hire date to most current
* Student Earnings Record, updated, printed and placed behind Course Work divider
* Gradesheets (Grading cycles to date: 1A, 1B, Report Card, 2A, 2B)
* Money Tracker, updated from 1 November to current

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.


Objectives

• Identify employment opportunities in the community and surrounding areas
• Compare and contrast employer expectations at different training stations
• Identify safe working practices at various training stations
• Analyze the future employment outlook in the area
• Compare rewards and demands of various training stations
• Organize, write and compile information re training station in a PowerPoint presentation

TEKS: §127.13 1(A), 2(A)(B)(C)(D)(E)(F)(G)(I), 3(C)(D)(E)(F)(G)(H), 4(A)(B)(D), 6(A), 7(A), 8(A)(C)(F), 9(C)(D)
TEKS: §127.14 2(A)(B)(C)(D)(F), 3(A)(C)(D)(E)(F)(G)(H), 4(A)(B)(D)(E)(F), 7(B), 8(D), 9(D)(H), 10(A)(B)(C)(E)(F)

 

Monday, 5 December 2016 through Friday, 9 December 2016
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

Semester Exam PowerPoint Project & Presentation
Career Preparation: Training Station
* Log into Schoology for detailed information
 

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.

 


Objectives

• Identify employment opportunities in the community and surrounding areas
• Compare and contrast employer expectations at different training stations
• Identify safe working practices at various training stations
• Analyze the future employment outlook in the area
• Compare rewards and demands of various training stations
• Organize, write and compile information re training station in a PowerPoint presentation

TEKS: §127.13 1(A), 2(A)(B)(C)(D)(E)(F)(G)(I), 3(C)(D)(E)(F)(G)(H), 4(A)(B)(D), 6(A), 7(A), 8(A)(C)(F), 9(C)(D)
TEKS: §127.14 2(A)(B)(C)(D)(F), 3(A)(C)(D)(E)(F)(G)(H), 4(A)(B)(D)(E)(F), 7(B), 8(D), 9(D)(H), 10(A)(B)(C)(E)(F)

 

Monday, 28 November 2016 through Friday, 2 December 2016
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

Semester Exam PowerPoint Project & Presentation
Career Preparation: Training Station
* Log into Schoology for detailed information
 

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.


Objectives

Introduction to Depository Institutions
• Analyze the benefits of using a depository institution
• Research services offered by different depository institutions

TEKS: §127.13 3(E)(F), 8(F), 9(C)(D)
TEKS: §127.14 3(E)(F)(H), 4(A)(D)(E)(F), 9(D)(H), 10(A)(B)(C)(E)

 

Monday, 14 November 2016 through Friday, 18 November 2016
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

Katrina's Classroom - Teaching Money Skills for Life - In the Aftermath
https://www.frbatlanta.org/-/media/MP4s/katrina_nick.mp4
* Click on Link to watch the story of Nick, a young man whose family fled from New Orleans during Hurricane Katrina. Pay attention to how Nick and his family were able to get money while they were away from home.
* Discuss:
*** What would the family have done in the aftermath of Hurricane Katrina if they didn’t have a bank account?
*** What would have happened if the family stored their money at home and was unable to return home to retrieve it before the hurricane destroyed their house?
*** What ways did Nick’s mom prepare the family for a natural disaster?
*** Why did Nick open a bank account of his own?
*** From watching this video, what are benefits of having a bank account?
*** If the family hadn’t been victim to a natural disaster do you think they would still benefit from having a bank account?

Introduction to Depository Institutions Note Taking Guide
* Log into Schoology for detailed information and submit assignment

Introduction to Depository Institutions Presentation
While you are waiting:
* Learn how the central bank’s structure helps form a big picture view of the United States economy by watching “The Fed Explains Regional Banks” videos available on the Federal Reserve Bank website.
https://www.frbatlanta.org/about/fed-explained/2013/regional-banks.aspx
* Federal Reserve Bank of Atlanta FAQs
https://www.frbatlanta.org/about/faq.aspx
* Slide 4: Hand out Josie’s Depository Institution Comparison Chart and review it briefly
* Slide 6: Watch "The Fed Explains Regional Banks" video (can be on student's own time)
https://www.frbatlanta.org/about/fed-explained/2013/regional-banks.aspx
* Slide 9: Elderly Man Accidently Gives Life Savings to Goodwill
http://abcnews.go.com/blogs/headlines/2011/11/elderly-man-accidentally-gives-life-savings-to-goodwill/
* Slide 11: Count off 1-4. Each number get in their group. Brainstorm what services your assigned business offers to the public. When asked, share with class as you remain in groups.
* Slide 12: Group brainstorms types of services depository institutions offer to the public. Share with class and return to seats.
* Slide 16: Look at the Josie's Depository Institution Comparison Chart to determine if both depository institutions have linked/joined checking/savings accounts
* Slide 27: Vote for the depository institution feature you find the most appealing (sent via Insight)
* Slide 30: Help Josie select a depository institution by using the Help Josie Choose a Depository Institution Scavenger Hunt sheet with the Josie's Depository Institution Comparison Chart. Follow instructions on the Scavenger Hunt sheet.
* Slide 32: For each circumstance, which depository institution would be the best?
 

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.


Objectives

Introduction to Depository Institutions
• Analyze the benefits of using a depository institution
• Research services offered by different depository institutions

TEKS: §127.13 3(E)(F), 8(F), 9(C)(D)
TEKS: §127.14 3(E)(F)(H), 4(A)(D)(E)(F), 9(D)(H), 10(A)(B)(C)(E)

 

Monday, 7 November 2016 through Friday, 11 November 2016
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

Take Charge of Your Financial Well-Being Unit Multiple Choice Test
* Log into Schoology to complete once instructor has activated it.
*** If Schoology not available, hard copies will be provided.

Life Game – Grow the Life You Want
* Log into Schoology for detailed information
https://www.mindbloom.com/lifegame

Consumer Jungle - Games
http://www.consumerjungle.org/game_link

Goal Setting
* Follow instructions on the handout and write answer on sheet.
* Assignment to be worked on individually

Goal Setting Timeline
* Follow instructions on the handout. Use the computer to generate final product.
* Assignment to be worked on individually

Agree or Disagree?
* Follow instructions on the handout and write answer on sheet.
* Assignment to be worked on individually

Josie’s Depository Institution Comparison Chart
Help Josie Choose a Depository Institution Scavenger Hunt Cards
* Both sheets are necessary to complete this part of a larger assignment
* Follow instructions in each square of the Help Josie Choose a Depository Institution Scavenger Hunt Cards
* Assignment to be worked on individually

Katrina's Classroom - Teaching Money Skills for Life - In the Aftermath
https://www.frbatlanta.org/-/media/MP4s/katrina_nick.mp4
* Click on Link to watch the story of Nick, a young man whose family fled from New Orleans during Hurricane Katrina. Pay attention to how Nick and his family were able to get money while they were away from home.
* Discuss:
*** What would the family have done in the aftermath of Hurricane Katrina if they didn’t have a bank account?
*** What would have happened if the family stored their money at home and was unable to return home to retrieve it before the hurricane destroyed their house?
*** What ways did Nick’s mom prepare the family for a natural disaster?
*** Why did Nick open a bank account of his own?
*** From watching this video, what are benefits of having a bank account?
*** If the family hadn’t been victim to a natural disaster do you think they would still benefit from having a bank account?

Elderly Man Accidently Gives Life Savings to Goodwill
http://abcnews.go.com/blogs/headlines/2011/11/elderly-man-accidentally-gives-life-savings-to-goodwill/
* Click on the link to read/view the news story

Introduction to Depository Institutions Note Taking Guide
* Log into Schoology for detailed information and submit assignment

Introduction to Depository Institutions Presentation
While you are waiting:
* Learn how the central bank’s structure helps form a big picture view of the United States economy by watching “The Fed Explains Regional Banks” videos available on the Federal Reserve Bank website.
https://www.frbatlanta.org/about/fed-explained/2013/regional-banks.aspx
* Federal Reserve Bank of Atlanta FAQs
https://www.frbatlanta.org/about/faq.aspx
* Slide 4: Hand out Josie’s Depository Institution Comparison Chart and review it briefly
* Slide 6: Watch "The Fed Explains Regional Banks" video (can be on student's own time)
https://www.frbatlanta.org/about/fed-explained/2013/regional-banks.aspx
* Slide 9: Elderly Man Accidently Gives Life Savings to Goodwill
http://abcnews.go.com/blogs/headlines/2011/11/elderly-man-accidentally-gives-life-savings-to-goodwill/

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.


Objectives

Setting Financial Goals
• Interpret the role of goal setting as an integral part of financial planning
• Explain why goal setting is important
• Explain the required elements for a well written goal
• Construct a well-written goal
• Apply goal setting to their personal life
TEKS: §127.13 3(E)(F), 8(F), 9(C)(D)
TEKS: §127.14 3(E)(F)(H), 4(A)(D)(E)(F), 9(D)(H), 10(A)(B)(C)(E)

 

Monday, 31 October 2016 through Friday, 4 November 2016
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

Binder Audit Check Test Grade
* Dividers in order (Handbook, Training Plan, Hours/Pay Record, Gradesheet, Course Work)
* Handbook (complete with signed page)
* Training Plan
* Pay stubs from 8/29 or hire date to most current
* Student Earnings Record, updated, printed and placed behind Course Work divider
* Gradesheets (Grading cycles to date: 1A, 1B, Report Card)

Setting Financial Goals Note Taking Guide
* Log into Schoology for detailed information and submit assignment

Setting Financial Goals Presentation
Slide 6: After discussion re situations to write a goal, underline items in your Goal Out My Future Letter which would benefit from writing down a goal
* Slide 7: Highlight items that could be achieved by writing a financial goal
* Slide 17: Get in groups of 2-4 to work through remainder of presentation
* Slide 18: Each group receives a set of Show Me the Goal! activity cards
* Slide 21: Paper for each group to write a final SMART goal for Austin
* Slides 22-26: Use Show Me the Goal! activity cards to identify missing goal
* Slide 28: Each group writes a SMART goal for Paul
* Slide 29: Groups count and number themselves 1-4
* Slide 30: Update Paul's SMART goal re the life happens event number
* Slide 33: Refer to Goal Out My Future letter to choose one element to write a SMART goal

Life Game – Grow the Life You Want
* Log into Schoology for detailed information

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.


Objectives

Setting Financial Goals
• Interpret the role of goal setting as an integral part of financial planning
• Explain why goal setting is important
• Explain the required elements for a well written goal
• Construct a well-written goal
• Apply goal setting to their personal life
TEKS: §127.13 3(E)(F), 8(F), 9(C)(D)
TEKS: §127.14 3(E)(F)(H), 4(A)(D)(E)(F), 9(D)(H), 10(A)(B)(C)(E)

 

Monday, 24 October 2016 through Friday, 28 October 2016
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing
* If unable to access Schoology:
***MWF define two terms of your choice, providing source/citations where information obtained and use these terms correctly in a complete sentence.
***Tuesday, select one skill or "best practice" habit/character trait. Write a short paragraph (3-4 sentences) regarding how the skill can be applied in the business world.
***Thursday, Select one skill or topic you are learning. Write a short paragraph (3-4 sentences) regarding how it can apply to your future.

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

Setting Financial Goals Note Taking Guide
* Log into Schoology for detailed information and submit assignment

Setting Financial Goals Presentation
Slide 6: After discussion re situations to write a goal, underline items in your Goal Out My Future Letter which would benefit from writing down a goal
* Slide 7: Highlight items that could be achieved by writing a financial goal
* Slide 17: Get in groups of 2-4 to work through remainder of presentation
* Slide 18: Each group receives a set of Show Me the Goal! activity cards
* Slide 21: Paper for each group to write a final SMART goal for Austin
* Slides 22-26: Use Show Me the Goal! activity cards to identify missing goal
* Slide 28: Each group writes a SMART goal for Paul
* Slide 29: Groups count and number themselves 1-4
* Slide 30: Update Paul's SMART goal re the life happens event number
* Slide 33: Refer to Goal Out My Future letter to choose one element to write a SMART goal

Life Game – Grow the Life You Want
* Log into Schoology for detailed information

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.


Objectives

Setting Financial Goals
• Interpret the role of goal setting as an integral part of financial planning
• Explain why goal setting is important
• Explain the required elements for a well written goal
• Construct a well-written goal
• Apply goal setting to their personal life
TEKS: §127.13 3(E)(F), 8(F), 9(C)(D)
TEKS: §127.14 3(E)(F)(H), 4(A)(D)(E)(F), 9(D)(H), 10(A)(B)(C)(E)

 

Monday, 17 October 2016 through Friday, 21 October 2016
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing

Update binder and Student Earnings Record in Excel with hour/pay stub information as documentation is obtained.

Update Money Tracker with debit (expenditures/purchases) and credit (income/paychecks, etc.) information as they occur.

Binder Audit Check Test Grade
* Dividers in order (Handbook, Training Plan, Hours/Pay Record, Gradesheet, Course Work)
* Handbook (complete with signed page)
* Training Plan
* Pay stubs from 8/29 or hire date to most current
* Student Earnings Record, updated, printed and placed with paychecks
* Gradesheets (Grading cycles to date: 1A, 1B)

Setting Financial Goals Note Taking Guide
* Log into Schoology for detailed information and submit assignment

Setting Financial Goals Presentation
Slide 6: After discussion re situations to write a goal, underline items in your Goal Out My Future Letter which would benefit from writing down a goal
* Slide 7: Highlight items that could be achieved by writing a financial goal
* Slide 17: Get in groups of 2-4 to work through remainder of presentation
* Slide 18: Each group receives a set of Show Me the Goal! activity cards
* Slide 21: Paper for each group to write a final SMART goal for Austin
* Slides 22-26: Use Show Me the Goal! activity cards to identify missing goal
* Slide 28: Each group writes a SMART goal for Paul
* Slide 29: Groups count and number themselves 1-4
* Slide 30: Update Paul's SMART goal re the life happens event number
* Slide 33: Refer to Goal Out My Future letter to choose one element to write a SMART goal

Life Game – Grow the Life You Want
* Log into Schoology for detailed information

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.


Objectives

Setting Financial Goals
• Interpret the role of goal setting as an integral part of financial planning
• Explain why goal setting is important
• Explain the required elements for a well written goal
• Construct a well-written goal
• Apply goal setting to their personal life
TEKS: §127.13 3(E)(F), 8(F), 9(C)(D)
TEKS: §127.14 3(E)(F)(H), 4(A)(D)(E)(F), 9(D)(H), 10(A)(B)(C)(E)

 

Monday, 10 October 2016 through Friday, 14 October 2016
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing

Update binder and Student Earnings Record in Excel with hour/pay stub as documentation is obtained.

Test Grade
Binder check with Student Earnings Record printed and placed with paychecks

"Roll Out" Your Future
* Log into Schoology for detailed information and submit assignment

"Goal Out" Your Future
* Log into Schoology for detailed information and submit assignment

Setting Financial Goals Note Taking Guide
* Log into Schoology for detailed information and submit assignment

Setting Financial Goals Presentation
Slide 6: After discussion re situations to write a goal, underline items in your Goal Out My Future Letter which would benefit from writing down a goal
* Slide 7: Highlight items that could be achieved by writing a financial goal
* Slide 17: Get in groups of 2-4 to work through remainder of presentation
* Slide 18: Each group receives a set of Show Me the Goal! activity cards
* Slide 21: Paper for each group to write a final SMART goal for Austin
* Slides 22-26: Use Show Me the Goal! activity cards to identify missing goal
* Slide 28: Each group writes a SMART goal for Paul
* Slide 29: Groups count and number themselves 1-4
* Slide 30: Update Paul's SMART goal re the life happens event number
* Slide 33: Refer to Goal Out My Future letter to choose one element to write a SMART goal

Life Game – Grow the Life You Want
* Log into Schoology for detailed information

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.


Objectives

Take Charge of Your Financial Well-Being
Financial Decisions
• Analyze how values, needs, and wants affect individual financial decisions
• Apply the concepts of trade-offs and opportunity costs to decision making
• Recognize the impact of individual values on overall well-being

Setting Financial Goals
• Interpret the role of goal setting as an integral part of financial planning
• Explain why goal setting is important
• Explain the required elements for a well written goal
• Construct a well-written goal
• Apply goal setting to their personal life
TEKS: §127.13 3(E)(F), 8(F), 9(C)(D)
TEKS: §127.14 3(E)(F)(H), 4(A)(D)(E)(F), 9(D)(H), 10(A)(B)(C)(E)

 

Monday, 3 October 2016 through Friday, 7 October 2016
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing

Update binder and Student Earnings Record in Excel with hour/pay stub as documentation is obtained.

Test Grade
Binder check: Handbook, Training Plan, Pay Record (check stubs), Gradesheets

Financial Decisions PowerPoint Presentation
* Watch The Big Bang Theory, Season 2 Episode 14 "The Financial Permeability" clip
* Slide 10 - Shelbi's Decision
** Log into Schoology for detailed information and submit assignment

You've Got Money!
* Log into Schoology for detailed information and submit assignment

"Roll Out" Your Future
* Log into Schoology for detailed information and submit assignment

"Goal Out" Your Future
* Log into Schoology for detailed information and submit assignment

Setting Financial Goals Note Taking Guide
* Log into Schoology for detailed information and submit assignment

Setting Financial Goals Presentation
Slide 6: After discussion re situations to write a goal, underline items in your Goal Out My Future Letter which would benefit from writing down a goal
* Slide 7: Highlight items that could be achieved by writing a financial goal
* Slide 17: Get in groups of 2-4 to work through remainder of presentation
* Slide 18: Each group receives a set of Show Me the Goal! activity cards
* Slide 21: Paper for each group to write a final SMART goal for Austin
* Slides 22-26: Use Show Me the Goal! activity cards to identify missing goal
* Slide 28: Each group writes a SMART goal for Paul
* Slide 29: Groups count and number themselves 1-4
* Slide 30: Update Paul's SMART goal re the life happens event number
* Slide 33: Refer to Goal Out My Future letter to choose one element to write a SMART goal

Life Game – Grow the Life You Want
* Log into Schoology for detailed information

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.


Objectives

Introduction to Financial Education for a Better Future
• Communicate the role money plays in well-being
• Examine the personal finance course principles
• Identify the categories of money interaction
• Explore the concept of future thinking

Take Charge of Your Financial Well-Being
Financial Decisions
• Analyze how values, needs, and wants affect individual financial decisions
• Apply the concepts of trade‐offs and opportunity costs to decision making
• Recognize the impact of individual values on overall well‐being
TEKS: §127.13
TEKS: §127.14

 

Monday, 26 September 2016 through Friday, 30 September 2016
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing

Update binder and Student Earnings Record in Excel with hour/pay stub as documentation is obtained.

Introduction to Financial Education for a Better Future
* PowerPoint and class discussion

Human Bingo
* Handout

Unit: Take Charge of Your Financial Well-Being
What Makes You Happy?
* Log into Schoology for detailed information and submit assignment.

How Do You Spend Your Money? Skit
* Watch video

Financial Decisions PowerPoint Presentation
* Watch The Big Bang Theory, Season 2 Episode 14 "The Financial Permeability" clip
* Slide 3 - Values Continuum
** Log into Schoology for detailed information and submit assignment
* Slide 3 - What Do I Value?
** Log into Schoology for detailed information and submit assignment
* Slide 10 - Shelbi's Decision
** Log into Schoology for detailed information and submit assignment

You've Got Money!
* Log into Schoology for detailed information and submit assignment

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.


Objectives

Introduction to Financial Education for a Better Future
• Communicate the role money plays in well-being
• Examine the personal finance course principles
• Identify the categories of money interaction
• Explore the concept of future thinking

Take Charge of Your Financial Well-Being
• Establish the importance of financial well-being for building overall well-being
• Recognize the role of money in creating personal happiness
• Recognize the importance of financial planning to create high well-being
TEKS: §127.13 TEKS: §127.14

Monday, 19 September 2016 through Friday, 23 September 2016
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing

Update binder and Student Earnings Record in Excel with hour/pay stub as documentation is obtained.

Career Prep I (aka CoOp I) students will do the following:
Career Preparation Handbook
* Log into Schoology for detailed information

Career Prep II (aka CoOp II) students will do the following:
TEKS Comparison Table
* Log into Schoology for detailed information and submit assignment

On Thursday, log into Skyward and print grades. Place behind gradesheet divider in binder.

All students will do the following:
Introduction to Financial Education for a Better Future Discussion Board
* Log into Schoology for detailed information and complete assignment

Unit: Take Charge of Your Financial Well-Being
What Makes You Happy?
* Log into Schoology for detailed information and submit assignment.

The Roommates
* Log into Schoology for detailed information and submit assignment.
* This assignment will be worked in conjunction with the second half of the presentation

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.


Objectives

* Document on the job events, determining which events to discuss in class
* When reviewing the Career Preparation Handbook, make observations how items apply to the job
* Analyze document for areas of improvement
* Justify your recommendations
* Develop a logical argument why each component of the U.S. Department of Labor's Child Labor Laws were created
TEKS: §

 

Monday, 12 September 2016 through Friday, 16 September 2016
Daily Journal
* Document events and activities from previous day's work
* If not work, open Schoology to respond to the day's prompts
* On Friday, save and submit to Schoology immediately after completing

Training Station Information Folder
Put together the folder to go to the employers/Training Stations
* Label with name, employer, etc. goes on tab of folder
* When open, left side: Employer Visit Cover
* Inside on the right side facing Employer Visit Cover
** Introduction Letter to Employer
** Training Plan
** Child Labor Laws
** Career Preparation I (or II) TEKS
** Dayton ISD School Calendar

Career Preparation Handbook
* Log into Schoology for detailed information

Child Labor Laws
* Log into Schoology for detailed information

Update binder with hour/pay stub as documentation is obtained.

Student Earnings Record
* Log into Schoology for detailed information under the Finance directory

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.


 

Objectives

* Set up browser to class website to view objectives daily
* Review and discuss DISD's Policy for Acceptable Use of Computers and Networks
* Learn how to log into Schoology and participate in a discussion board
* Review Child Labor Laws

TEKS: §1. 1()()

Monday, 5 September 2016
Labor Day Holiday
Tuesday, 6 September 2016
Collect signed Acknowledgment of Receipt/Contract

Dayton ISD Responsible Use of Computers and Network Policy
* Log into Schoology for detailed information and submit assignment
* Learn how to use Socrative Student by using app or website (Socrative.com)
* Read and answer questions regarding the DISD RUP
Wednesday, 7 September 2016
Collect signed Acknowledgment of Receipt/Contract


Once completed, do the following:

Log onto computer
Set up Home Pages (5) on browser to Assignments tab on class website
* 1st tab will be objectives for week
* 2nd tab will be day's assignment
* 3rd tab will be Schoology
* 4th tab will be for Skyward
* 5th tab will be for other use (Quia, Google, etc.)

Career Preparation Handbook
* Log into Schoology for detailed information
Thursday, 8 September 2016
Collect signed Acknowledgment of Receipt/Contract

Policy for Responsible Use of Computers and Networks Test
Log into Schoology (pronounced: school-ogy)
* Username and password is the same id/pw used to log into the computer
* School is Dayton High School (type 77535 and select our school)
Click on Courses at the top to select your current class
Click on Assignments to find Career Exploration:
* (it is also listed on the right under Upcoming)
* On your 5th tab, select Dayton ISD from dropdown box at top > District Info > Forms & Handouts > Responsible Use Policy (RUP) for Computers and Networks
* You may use the Responsible Use of Computers and Networks
* Wait to start until directed
* If you fail the test, quietly ask if you can retake it and I'll reset it for you
* Retakes receive a maximum grade of 70

Career Preparation Handbook
* Log into Schoology for detailed information
Friday, 9 September 2016
Collect signed Acknowledgment of Receipt/Contract

Career Preparation Handbook
* Log into Schoology for detailed information

Child Labor Laws
* Log into Schoology for detailed information

Students who have not completed their work during class will need to come to my classroom, either in the morning at 6:30 a.m. (by appointment only!) or after school, to complete it or have the missed work counted against them.


Objectives

* Successfully complete a Training Plan form
* Obtain signatures on Training Plan & Handbook receipt
* Learn how to log into Schoology and submit personal goals for the year
* Obtain notebook and set it up for recordkeeping

TEKS: §127.13 CPI 1()()
TEKS: §127.14 CPI 1()()

 

Monday, 29 August 2016
Welcome back to school!!!

Receive two pages with the following information:
* Course syllabus/letter to parent
* Responsible Use of Computer and Network/Course contract and acknowledgement

Have Acknowledgment of Receipt/Contract signed, then return it

Guest Speaker: Mrs. Miller, CTE Director
* Explain Friday deadline or be dropped from course
** Proof of employment
** Training Plan signed
** Handbook receipt signed
Tuesday, 30 August 2016
Collect signed Acknowledgment of Receipt/Contract

Log into Schoology (pronounced: school-ogy)
* www.schoology.com
If you are a new student to Schoology, do the following:
* Sign up
* Student
* Access Code for your specific course will be provided
* For Username, enter your Skyward ID (Ex. brownbet000)
* For password, enter your 6 digit student number (used in cafeteria)
* Enter your birthday information as requested
* Remove check from Receive periodic Schoology updates if you wish
* Click on Register button

Returning students will log in using their Skyward ID/PW
* School is Dayton High School (type 77535, select Dayton High School)
* Access Code for your specific course will be provided

All students should be able to click on Courses at the top to select your current class.

Training Plan Form
* Log into Schoology, select Beginning of the Year Paperwork
* Click on assignment
* Download the appropriate Training Plan Form (Career Prep I or II) * Complete as a class using proper naming conventions, etc.
* Have Training Plan proofed
Wednesday, 31 August 2016
Collect signed Acknowledgment of Receipt/Contract

Training Plan Forms
* Log into Schoology to download appropriate form for completion
* Continue working on Training Plan for the new hires

Update re student's job search success
Discuss locations who are hiring and how to approach
Thursday, 1 September 2016
Collect signed Acknowledgment of Receipt/Contract

Goals for the Class
* Log into Schoology for detailed information and submit assignment
Friday, 2 September 2016
Collect signed Acknowledgment of Receipt/Contract

Due Date for Documentation & Remain in Course
* Obtain a notebook/binder & dividers
* Place documentation in appropriate area
* When name called, report to instructor with:
** Proof of employment (work schedule, pay stub, letter of hire)
** Training Plan, signed
** Acknowledgement of Handbook

Students who have not completed their work during class will need to come to my classroom after school to complete it or have the missed work counted against them.

Janette Hill

Upcoming Events

Contact Janette Hill

School Phone:
936-258-2510