Teacher Pacing Guide

Transcription

1 . Month 1 Teacher Pacing Guide Timeframe Task / Component Task VE Curric. Task # Suggested Resources CA MCS Standards 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 / AS 3.0, 7.0, 9.0 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 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 ADMIN (TBD) 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 ADMIN (TBD) 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 AS 10.2; BF B8.7 AS 7.6, 10.6; BF 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 AS 6.0; MSS C11.0; BF A3.4 Create a welcome presentation for new employees HR 4 AS 7.7

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 / GRAPHICS 6 Economic environment SLS MKT (TBD) REF: NBPC Rubrics, REF: Sample Business Plans Gotham Hardware / Real World MSS C6.0; BF A1.5 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 ADMIN (TBD) Executive Summary ADMIN (TBD) Prepare a Business Plan presentation ADMIN 11 Develop presentation template (design dept) GRAPHICS 6 AS 7.5 Organize information into slides ADMIN (TBD) AS 2.4 Write effective bullet points ADMIN (TBD) AS 7.5 Include charts and graphics to support points ADMIN (TBD) AS 7.5 Prepare scripts for presenters ADMIN (TBD) Rehearse the presentation ADMIN (TBD) 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 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 5 Month 6, Month 7, Month 8 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 ADMIN (TBD) REF: Quarterly Report Guidelines / Template AS 2.0, 5.4 Engage in International Trade Procedures PF Codes SLS MKT (TBD) Implement the Business Plan and follow the Monthly Firm Activities See Monthly Pacing Guide for Firms Prepare for a tradeshow ADMIN 16 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? ADMIN (TBD) AS 2.5 Design a template GRAPHICS 10 AS 7.5 Letter to Shareholders ADMIN (TBD) 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 REF: Firm Financial Data Form, SUBMIT: FFDF Income Submit Firm Financial Data Form Statement, Balance Sheet, Cash Budget Submit the Annual Report REF: Annual Report Submission Form REF: Corporate Tax Form, VIDEO: Preparing a Corporate Complete the corporate tax return ACCT 21 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 Manage inventory levels ACCT 15, SLS MKT 15 REF: Inventory Record* Create monthly sales report ACCT 8, SLS MKT 15 REF: Sales Journal & Accts Receivable Record Create monthly website analytics report Create monthly financial statements: REF: Financial Statement Templates with Explanations Income Statement REF: Sales Journal Balance Sheet REF: Asset Log* Cash Budget 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