Teacher Pacing Guide

Transcription

1 Month 1. Teacher Pacing Guide Timeframe Task / Component Task VE Curric. Task # Suggested Resources Standards CA MCS What is VE? ORIENT 1 REF: Expectations and Requirements for the VE Memo Intro the VE website ORIENT 1 Webinar - Reference Files MSS Intro to VE resources ORIENT 13 REF: Learning Express Library Intro to VE activities timeline ORIENT 7 REF: Annual Activities Map for VE Firms How to be successful in VE (time mgmt, ORIENT 3, 12 / brainstorming, mtg procedures) ADMIN 7 REF: Calendar Template, REF: Daily Progress Log Administer the VE Pre-test Brainstorm business ideas and potential business models ORIENT 12 VIDEO: The Business Model Canvas (youtube) MSS C3.0, 4.0 AS 3.0, 7.0, 9.0 AS 2.0; MSS C2.1, 2.2 Prepare a Resume & Cover Letter ORIENT 2, 4, 5 REF: Resume Sample 1 & 2, REF: Resume Rubric Business resources & research ORIENT 13 AS 4.1, 4.3, 4.4 Writing business letters ORIENT 8, 11 AS 2.0 Conduct interviews & place employees HR 15 Interview Notes Template Establish meeting procedures ADMIN 7 REF: Meeting Minutes Sample AS 7.0 ADMIN 6 / ORIENT 9, Manage firm correspondence 10, 11 AS 3.1, 3.2; MSS C5.4, 11.1 Create a firm directory & organization chart ADMIN 4 / HR 2, 3 REF: Sample Employee Manual (Sample Org Chart, p 7) AS 8.6 Create job descriptions ORIENT 6 Sample job descriptions MSS C11.5 Set up/manage the firm account (@veinternational.org) IT (TBD) REF: User Guide Set up employee bank accounts ACCT 11, PERS FIN 1 Resources Page: US Network Bank- Bank User Guide Register the business SUBMIT: Business Registration Form Establish an office equipment inventory ADMIN 1 / IT (TBD) REF: Asset Log* AS 10.5 Establish an office equipment usage policy ADMIN 2 / IT (TBD) REF: Sample Employee Manual AS 10.5 Create a system for storing and sharing files ADMIN 3 / IT (TBD) AS 10.5

2 Month 2 Write the firm s Mission Statement ADMIN 8 Real world company websites, REF: Gotham Hardware Business Plan MSS C7.1, 7.2, 7.4 MSS C , 7.0 Set the goals and objectives for the firm ADMIN 9 SMART Goals Determine the legal structure of the business SUBMIT: Application for Incorporation MSS C3.2, 3.4 AS 7.6, 10.6; MSS C8.0, BF B1.0 Prepare a company cash budget ACCT 2 REF: Cash Budget* Sales projections ACCT 2A REF: Sales Forecast Template MSS B7.3 Cost of Merchandise ACCT 2A MSS C8.1 Local rate apply, must be researched based on location of the MSS C8.1 Rent ACCT 2 company Local rate apply, must be researched based on location of the MSS C8.1 Utilities ACCT 2 company Insurance ADMIN 15 REF: INVEST Insurance Rating Tool MSS C8.1 Salaries ACCT 5 MSS C8.1 Advertising & Promotion SLS-MKT 11 MSS C8.1 Loan Repayment & Interest Establish Business Contracts to support sales ACCT 7 SLS-MKT (TBD) REF: Loan Amortization Table, REF: Loan Payment Table MSS C8.1 REF: Legal considerations for contracts and invoices, REF: Sample Business Contract Set up the firm's Accounting System Accounting Guide REF: Accounting Department Workflow 1.0 Establish procedures for managing the firm bank AS 7.6 account ACCT 10 US Network Bank: Bank User Guide review online excel templates ACCT 3 REF: Accounting MSS B7.3 review accounting guide ACCT 10 MSS B7.3 Cash Receipts & Payments Journal REF: Cash Receipts & Cash Payments Journal* MSS B7.3 Purchases Journal (Acct Pay) ACCT 12 / PURCH 2, REF: Purchases Journal & Accts Payable Record* MSS B7.3 3, 4 Sales Journal (A/R rec) ACCT 8 REF: Sales Journal & Accts Receivable Record* MSS B7.3 ACCT 15, PURCH 2, 3, set up Wholesale marketplace 4 Wholesale Marketplace User Guide, REF: Inventory Record* inventory log ACCT 15 REF: Inventory Record* MSS A6.7 Establish HR procedures Create a welcome presentation for new employees HR 4 AS 7.7 AS 10.2; B8.7 BF AS 7.6, 10.6; BF AS 6.0; MSS C11.0; BF A3.4

3 Month 3 Establish attendance procedures HR 1 REF: Sample Timesheet AS 7.2 Implement a Daily Progress Log REF: Daily Progress Log Create or update the employee manual HR 5 / GRAPHICS 4 REF: Sample Employee Manual AS 6.0, 7.7 Establish a grading policy ORIENT 1 REF: Expectations and Requirements for the VE Memo, REF: Grading Policy Example Implement an employee appreciation policy HR 10 / GRAPHICS 5 AS 7.7 Develop a "Bad News Message" AS 7.2 (reprimand, dismissal, demotion, etc) HR 9 REF: Sample Employee Manual Prepare a company presentation on ethics HR 13 AS 8.0 AS 9.7; BF A3.2 MSS B7.1; MSS C11.1 Establish a conflict resolution policy HR 14 REF: Sample Employee Manual Create an employee performance evaluation REF: Evaluation Templates HR 8 REF: Payroll Register with Explanations*, REF: W-2,W-3,W-4 Set up payroll procedures ACCT 5 Forms Develop a personal budget PERS FIN 3 REF: Personal Budget Template AS 7.6, 11.5 Employee purchases and trading ADMIN 12, 13 Establish design guidelines for the company GRAPHICS 1 AS 7.5 Create a company logo GRAPHICS 2 templates (letterhead, fax cover, business cards) GRAPHICS 3 / ADMIN 5 REF: Fax Form, REF: Letterhead Template, REF: Memo Form AS 10.8; MSS A1.9 AS 10.8; MSS A1.9 AS 10.14; MSS C3.3, 4.6 Brainstorm products and/or services SLS-MKT 1 Resources Page: US Directory- Firm websites Evaluate the VE marketplace SLS-MKT 2 REF: VE Market Report MSS C3.6, 9.1 national & international directories Resources Page: US Directory, Orange Pages AS 9.5 Identify the firm's target market MSS C9.1 SLS-MKT 3, 5 Develop pricing strategies for products/services SLS-MKT 4 REF: Break-even Analysis MSS A8.0; C8.4 Finalize product and/or service list SLS-MKT 1 (cont) Apply for a Business Loan REF: Loan Amortization Table, SUBMIT: Loan Application MSS A3.0; C8.3; BF B8.7 ACCT 7 Develop a Business Plan ADMIN 10 / REF: NBPC Rubrics, REF: Sample Business Plans - Gotham MSS C6.0; BF A1.5 GRAPHICS 6 Hardware / Real World Economic environment SLS-MKT (TBD) MSS A1.1, 2.1, 2.12

4 Month 4 The VE Market SLS-MKT 2, 3, 5 Marketing Plan SLS-MKT 4,6 7,11 REF: Social Media REF: Firm Payroll Data, REF: Firm Financial Data, REF: VE Market Report Break Even Analysis ACCT 6 REF: Break-even Analysis REF: Asset Log*, REF: Cash Budget*, REF: Financial Statement Projected Financials ACCT 3 Templates with Explanations SWOT & Risk Management Executive Summary Prepare a Business Plan presentation ADMIN 11 Develop presentation template (design dept) GRAPHICS 6 AS 7.5 Organize information into slides AS 2.4 Write effective bullet points AS 7.5 Include charts and graphics to support points AS 7.5 MSS C9.1 MSS A4.0, 4.11; C6.3, 9.0; BF A8.0 MSS C8.4; BF B4.2 MSS C8..0; BF A1.5 AS 5.0, 6.6; MSS A2.6, C3.1; BF A1.5, 6.0 AS 5.4 AS 2.4, 2.5; BF A1.5 Prepare scripts for presenters Rehearse the presentation Begin website development GRAPHICS 8 REF: Website Competition Rubric (Basic/Advanced) for NYC Trade Show template driven websites BF A7.4 REF: Website Competition Rubric (Basic/Advanced) for NYC MSS B5.3 Complete an E-Commerce website GRAPHICS 8 Trade Show develop a shopping cart utility SLS-MKT (TBD) AS 4.2 Begin making sales SLS-MKT 9 AS 10.8, 10.9 Prepare a sales presentation SLS-MKT 10 MSS B4.0 SLS-MKT 12,13,14 / REF: Legal considerations for contracts and invoices, REF: Sales reporting & Invoicing procedures ACCT 8 Sample Invoice - Gotham Sales Journal/A-R Record ACCT 8 REF: Sales Journal & Accts Receivable Record* Use advertising SLS-MKT 11 Evaluate website traffic analytics SLS-MKT (TBD) / IT (TBD) MSS A4.2, 5.7; B5.3 MSS B7.3 MSS A1.9, 5.7, 7.0 AS 5.4 MSS B8.3,

5 Month 6, Month 7, Month 8 Month 5 Prepare W-2's for each employee ACCT 16 REF: Payroll Register*, REF: Personal Tax Preparation, REF: W-2, W-3, W-4 Forms Prepare a W-3 for the firm ACCT 16 REF: Payroll Register*, REF: W-2, W-3, W-4 Forms, SUBMIT: W3 Form REF: 1040 Form, REF: Instructions for 1040 Form, SUBMIT: MSS C11.3 Submit a 1040 for each employee ACCT VE Conduct mid-year employee evaluations HR 8 REF: Evaluation Templates AS 9.1, 9.2, 9.3 AS 2.1, 2.4, 2.5, 4.6 Create a company newsletter (late Fall & Spring) ADMIN 14 / HR 16 REF: Newsletter Template Prepare the Board of Directors Quarterly Report REF: Quarterly Report Guidelines / Template AS 2.0, 5.4 Engage in International Trade Implement the Business Plan and follow the Monthly Firm Activities SLS-MKT (TBD) Prepare for a tradeshow ADMIN 16 Procedures - PF Codes See Monthly Pacing Guide for Firms REF: Preparing for Trade Show PREZI, REF: Trade Show Preparation Guide MSS B1.3; C10.2; BF AS 7.0; BF B1.0, C4.0, C6.0 AS 5.3 MSS A7.4, C9.0; BF A8.5, 8.6 AS4.0 MSS C6.3 conduct research on trade shows ORIENT 13 brainstorm a theme ORIENT 12 Develop a trade show budget SLS-MKT 18 REF: Sample trade show budget MSS A4.10 develop a booth design GRAPHICS 9 REF: Booth Rubric for the NYC Trade Show MSS A7.0 prepare promotional materials (catalog/brochures/banners/displays) GRAPHICS 7 / SLS- MKT 14 REF: Catalog Rubric for the NYC Trade Show prepare sales materials (order forms/invoices) GRAPHICS 7 REF: Sample Invoice - Gotham Hardware Create a sales pitch SLS-MKT 9, 10 REF: Salesmanship Rubric for NYC Trade Show Train the sales staff SLS-MKT 18 Adapt materials for foreign markets SLS-MKT 17 Manage Accounts Receivable ACCT 8A MSS A7.0 MSS B3.1 REF: Currency Converter AS 5.0 REF: Sales Journal & Accts Receivable Record*, REF: Cash Receipts & Cash Payments Journal* MSS B3.0, 4.0, 7.2 MSS B3.0, 4.0, 6.1, 7.2 AS 7.6

6 Month 9, Month 10 Prepare an Annual Report ADMIN 17 REF: Annual Report Rubric, REF: Gotham Hardware Sample Annual Report, VIDEO: Preparing Your Annual Report What is your corporate message? AS 2.5 Design a template GRAPHICS 10 AS 7.5 Letter to Shareholders Write management reports SLS-MKT 19 AS 5,4 Prepare financial statements ACCT 20, 22 REF: Financial Statement Templates with Explanations Prepare financial highlights ACCT 20, 22 Submit Firm Financial Data Form Submit the Annual Report Complete the corporate tax return ACCT 21 REF: Firm Financial Data Form, SUBMIT: FFDF Income Statement, Balance Sheet, Cash Budget REF: Annual Report Submission Form REF: Corporate Tax Form, VIDEO: Preparing a Corporate Income Tax Return, SUBMIT: 1120VE Conduct end of the year employee evaluations HR 8 REF: Evaluation Templates Recruit employees for next year's firm HR 15, 17 ADMIN 18 / ACCT 23, Prepare for transition 24 Administer the VE Post Test Administer the VE Economics Exam Complete the Student Exit Questionnaire REF: Student Exit Questionnaire Prepare employee portfolios AS 11.5 * This file should be maintained and updated regularly by the firm AS2.0;0 BF B4.0 AS 2.4, 2.5 BF B4.3 BF AS 4.3, 10.5 BF AS 10.5, BF A5.1, 5.3 BF B5.4 MSS B7.1; C11.1

7 Monthly (Firm) Monthly Pacing Guide for Firms Timeframe MONTHLY (FIRM) VE Curric. Task # CA MCS Standards Suggested Resources 1st Pay rent ACCT 12 REF: Cash Receipts & Cash Payments Journal* 1st Pay utilities ACCT 12 REF: Cash Receipts & Cash Payments Journal* 1st / last Make a loan payment (if nec.) ACCT 7, 12 REF: Cash Receipts & Cash Payments Journal*, REF: Loan Payment Table* 1st Prepare payroll and pay employee salaries (16th-last) ACCT 13 REF: Payroll Register with Explanations* Due on 15th Prepare and submit Form 941 and pay appropriate payroll taxes and withholdings ACCT 13 REF: Payroll Register with Explanations*, SUBMIT: Withholding Tax Form 941 Due on 15th Prepare and submit the quarterly sales tax return ACCT 9 REF: Sales Tax Form, SUBMIT: VEC State and Local Sales Tax Return 16th Prepare payroll and pay employee salaries (1st - 15th) ACCT 13 REF: Payroll Register with Explanations* Reconcile the Bank Account and Cash Journal ACCT 14 REF: Cash Receipts & Cash Payments Journal* Update the Accounts Receivable report ACCT 8 REF: Sales Journal & Accts Receivable Record ACCT 15, SLS- Manage inventory levels Create monthly sales report Create monthly website analytics report Create monthly financial statements: Income Statement Balance Sheet Cash Budget MKT 15 REF: Inventory Record* ACCT 8, SLS-MKT 15 REF: Sales Journal & Accts Receivable Record REF: Financial Statement Templates with Explanations REF: Sales Journal REF: Asset Log* REF: Cash Budget*

8 Monthly (Employee) Timeframe MONTHLY (EMPLOYEE) Pers. Fin Task # Suggested Resources 1st Pay personal budget expenses PERS FIN 7 AS 7.6BF B1.0 (Rent, transportation, insurance, groceries, monthly utilities [cell phone, cable, internet. electric, gas, etc) Throughout Make personal spending purchases PERS FIN 8 Throughout Review paycheck and paystub, make deposits PERS FIN 6 Regularly Update your Checkbook Register PERS FIN 5 1st for prev. Reconcile your personal Bank Account and Checkbook Register PERS FIN 9 Compile and save all invoices and transaction receipts End Create a monthly budget report Monthly Pacing Guide for Employees