Wellness Center VOLUNTEER GUIDE

Transcription

1 Wellness Center VOLUNTEER GUIDE

2 Role of the Volunteer IMPORTANT POINTS TO REMEMBER PLEASE Provide guidance and assistance to students. Facilitate scheduled staff meetings. Follow the directions as given in this. All directions in this found written in script can be read word for word to students. Be certain break rotations and lunch schedules are followed. LOCATION OF IMPORTANT INFORMATION Student job responsibilities are found in the Job Description Notebooks. Try to read each Job Description Notebook before students arrive to gain an understanding of what each student/job will be doing. Unanswerable questions or concerns should be referred to a JA BizTown staff member. Please don t guess. PERSONAL INFORMATION Please wear your nametag. Your personal breaks may be scheduled according to need. Your lunch may be taken during the students lunch period. Please allow students to be seated at the Healthy Hut Café tables, and you may eat in the Volunteer Room. Student lunchtime is limited. At the end of the day, return the s and Job Description Notebooks to where you found them at the beginning of the day. This is a smoke-free facility. Please do not smoke on the property. STUDENT EXPECTATIONS Students must remain inside the JA BizTown area for the entire day. Food and drinks must remain in the eating area. This rule applies to adults also. No gum or candy is allowed in JA BizTown.

3 Helpful Hints Thank you for volunteering to assist the students at JA BizTown. The job you have today is very important. Please use the helpful hints listed below as you work with this business. If you have any questions or concerns, please ask a JA BizTown staff member. 1. Business supplies (found in the business when students report to work) should be distributed to the student employees immediately so they can begin reading the Job Description Notebooks and preparing for work. 2. The Business Costs Sheet should be removed from the BizPrep envelope (comes from school) and given to the CFO who immediately begins working. All other BizPrep paperwork stays with the CEO until someone comes to collect it. 3. You should meet early with all employees (except the CFO) to decide upon the prices to be charged for items being sold today to JA BizTown citizens. Record the selected prices on the UPS Inventory Sheet. 4. Instruct employees to follow all equipment directions carefully and ask for assistance from you or the JA BizTown staff if anything is unclear or not working. PLEASE DO NOT TRY TO FIX IT YOURSELF! 5. Wellness scrubs may be worn and hung neatly during business cleanup. 6. All business CEOs will pick up Health Vouchers for their employees from the Health Care Manager following the Opening Town Meeting. 7. The Health Care Manager will check off the job title of each citizen visiting Horizon Wellness Center on the Registration Checklist before giving them a health assessment and materials. 8. will borrow money from the credit union. The CEO will take the Loan Application and Promissory Note to the NJ Credit Union CEO after the Pledge of Allegiance. 9. The CFO will take business deposits to the NJ Credit Union during the day. These deposits will each consist of Business Deposit Ticket/s and multiple personal and business checks. 10. Before the end of the day, the Health Care Manager should ask the CFO for the $5.00 check for supplies and take it to UPS for payment. 11. At the end of the day, be certain that all student Job Description Notebooks, s and lab jackets remain in the business. 12. All students must remain in their business until they are called to report to the Closing Town Meeting. They should bring with them all of the items going back to school as we will dismiss from the Town Meeting.

4 Volunteer Directions START-UP TIME (45 minutes) Start-Up Time lasts approximately 45 minutes (to be determined by JA Staff.) Please note: Uninterrupted time for Staff Meeting #1 (see below) should begin immediately upon arrival in the business. See volunteer directions and script below which can be read to the students. Time for students to read their Job Description Notebooks and begin to complete work is to be done during this Start-Up time. After the Pledge of Allegiance those students whose jobs take them out into JA BizTown may begin to perform their tasks. At the conclusion of the 45 minutes, a JA BizTown staff member will call all employees to leave their business for the Opening Town Meeting. Staff Meeting #1 Gather your employees into a small group around you. This is a time when you take charge of the group. As employees are introduced (see below), locate their job title and corresponding color on the Break Schedule. Explain that each student goes on break when their color is announced over the sound system. 1. Introduce yourself, meet the students and review employee responsibilities: ASK: Who is the CFO? (Student answers.) (Locate his/her color on the break schedule. Ask the student to remember the color.) SAY: Your responsibilities are to print all payroll and operating costs checks. Please go to your desk now and begin to read your Job Description Notebook carefully. Follow the directions in your notebook for beginning to work on your computer. If you have any questions, I will be over to help you following this meeting. ASK: Who is the CEO? Student answers.) (Locate his/her color on the break schedule. Ask the student to remember the color.) SAY: You are responsible for the smooth operation of. Many customers will be visiting your business during the day for a Health Assessment and to interact with the health related displays. You will also give each of our

5 employees a Health Care Voucher that entitles them to also receive a Health Assessment and a Proof of Insurance Card. ASK: Who is the Health Care Manager? (Student answers.) (Locate his/her color on the break schedule. Ask the student to remember the color.) SAY: You are responsible for distributing Health Care Vouchers to the CEO of every JA BizTown business and collecting payment for health care services. As JA BizTown citizens visit Horizon, you will collect their vouchers and give them necessary health care forms. Assist each customer in a friendly and courteous manner. ASK: Who is the Health Care Technician? (Student answers.) (Locate his/her color on the break schedule. Ask the student to remember the color.) SAY: You are responsible for assisting JA BizTown citizens as they visit Horizon. You will conduct Health Assessments, distribute Proof of Insurance Cards and collect Health Assessment Surveys. You will also assist customers to purchase small items for sale. SAY: Each of you needs to read your Job Description Notebook frequently to make certain that you are handling all of your responsibilities correctly. Remember if you need assistance, I am here to assist you with your job today. Assist students to prepare their checkbooks for the first trip to the Credit Union. SAY: After the Opening Town Meeting, your breaks will start and you will visit NJ Credit Union. Let s make certain our paperwork is ready for making personal deposits at the credit union. Please look in your checkbook at your first deposit ticket. Is it completed? (It should have been finished at school.) Let s check to be certain that you have entered the correct amount on your deposit ticket. (Refer to the Gross/Net Pay Chart below.) Job Title Gross Pay Net Pay CEO $9.00 $8.82 CFO $8.50 $8.33 Health Care Manager Health Care Technician $8.00 $7.84

6 ASK: Have you decided how much cash you will be requesting? (Be sure each student has completely filled out a deposit ticket and has not asked for more than $2.00 in cash. Remember, cash can only be used for purchases at the Healthy Hut Café, BizBee News, or for personal philanthropic donations. All other businesses take checks and debit cards only.) SAY: If you have not already finished this at school, let s now record your first deposit into your checkbook register. (Students have been taught to use a two-line entry method for recording entries in the checkbook register. Be sure students enter, or have entered at school, the net deposit amount {from the deposit ticket} in the deposit column as well as the balance column of their checkbook register. Help them add to get a new balance.) SAY: Next, we need to be certain that you have written a check to the NJ Credit Union for $1.50 to open your savings account. You should record this check for $1.50 in the payment/debit column of your checkbook register and also the balance column. Subtract and write the new answer in the balance column. (Be sure each student subtracts $1.50 from his or her total in the balance column of the checkbook register to get a new balance.) SAY: The CEO is giving you your paycheck, and you need to endorse it please. When you leave to go on break, take your paycheck, your completed deposit ticket, and your completed checkbook register to the credit union. As you leave the bank after making your first deposit, don t forget to stop at the Savings Officer s desk to open your savings account. (Let students know that the Savings Officer will stamp their checkbook register with the words Savings Account on the transaction line.) SAY: Now, before each of you goes to your work area to begin reading your Job Description Notebook, let s quickly talk about our business goals for the day. What do you think some of our goals should be? (Students should mention teamwork, good customer service, cooperation, repayment of the bank loan and making a profit.) SAY: Now please go to your work area, read your Job Description Notebook, and begin to work. Remember, if your job requires you to leave our business, you must wait until after the National Anthem. This start-up time is a very important preparation time. I will visit each of you to see if I can help you get started.

7 Opening Town Meeting JA BizTown staff will instruct students where to sit for this meeting. Remind students to be seated quickly and quietly. Break Rotation #1 Students are divided into three groups (three (3) colors) and will rotate to take breaks. While one group is on break, the other two groups continue working. Remind students to check in with the CEO before leaving for break or work-related duties. Also remind students going on break that they must go to the NJ Credit Union to deposit their paychecks and open their savings account. Staff Meeting # 2 (20 minutes at the conclusion of Break Rotation #1) Have the students meet with you in a group again and bring with them their checkbooks and pencils. Remember, you must take charge of the group. Please use the entire 20 minutes and the script below to assure that you complete all necessary tasks. 1. Prepare for second and final break: SAY: Please turn to your next deposit ticket, and let s complete it. (Be sure each student completes a deposit ticket and has not requested more than $2.00 in cash. Students must also enter the net deposit, which is the bottom number on the deposit ticket. This net deposit should be entered in the deposit column, as well as the balance column, of their checkbook register. Help them add to get a new balance.) SAY: Now we need to be certain we opened our savings account when we went to the bank. Did the Savings Officer stamp Savings Account on your checkbook register, and did you subtract $1.50 from your checkbook register balance? (Be sure each student has subtracted $1.50 from his or her total in the balance column of the checkbook register.) SAY: Let s compare our checkbook register entries with the items we have bought to be certain that all purchases are being recorded in our checkbook register. (Compare registers with purchased items to be certain that employees are recording each purchase. If not, help students bring the registers up-to-date.) SAY: This next break is your last chance to go shopping and also time to eat lunch. Watch your time carefully, eat your lunch quickly and spend your money wisely. You must spend it during this break before leaving JA BizTown, and if you are not careful, you will run out of time. (Be sure each student knows to listen for the break color announcement to know when to leave on break and when to return. If time, help them look in their checkbook register and know how much money they have left to spend.)

8 2. If time allows, discuss the first production period by asking the following questions: ASK: Have business CEOs come to collect the Health Care Vouchers to be distributed to their employees? If not, we may need to send someone to the business to remind them. ASK: Have we begun to prepare the Wellness Invoices to be mailed to businesses? ASK: Are the items we will be selling displayed nicely? Do we understand how to do a Health Assessment for our customers? Break Rotation #2 Students are divided into three groups and will rotate to take breaks. While one group is on break, the other two groups continue working. Remind students to check in with the CEO before leaving for break or work-related duties. Also, remind students going on break that they must first go to the NJ Credit Union to deposit their paychecks and then go shopping. Closing Staff Meeting and Clean-Up (15 minutes) Have the students meet with you in a group and bring their checkbooks and pencils. Remember, this is the final staff meeting of the day. The time allotted for this final Staff Meeting and Clean-Up period is 15 minutes. Please use the entire 15 minutes to accomplish both goals in the manner most suitable for your business. All business production is over, and it is time to reflect on the day and discuss whether or not the business was successful. 1. Reflection ASK: How many of you remember what our business goals were today at JA BizTown? (Review with students that they mentioned teamwork, good customer service, cooperation, repayment of the bank loan and making a profit.) ASK: Did we meet any of these business goals? (Ask the CFO to give a brief report about loan repayment. If the loan was repaid, discuss how that repayment spelled success and review the concept of profit. If the loan was not repaid, discuss why and what could have been done differently to insure business success.) ASK: What are some things that you learned today about how a business becomes successful? (Briefly review and discuss the importance of teamwork, individual job responsibility, proper pricing, advertising, etc. necessary for a business to be successful.)

9 ASK: How many of you feel that you were personally successful today? Why? Why not? (Discuss the importance of being an effective business team member.) SAY: Name some of the challenges of keeping an accurate personal checkbook register. Name a benefit of keeping an accurate checkbook register. ASK: Why is it important that before we attend the Closing Town Meeting, we each lend a hand to clean our JA BizTown business? (Discuss what needs to be done to effectively clean the business. Oversee cleanup completion by the students.) 2. Clean-Up Store all materials and supplies back in the original location. Pick-up everything on the floor. Check to make sure all student Job Description Notebooks and Volunteer Guides are returned. Do not turn off the computers. Students should take all personal paperwork (especially student checkbooks) back to school for follow-up with the teacher. Collect these items into the BizPrep envelope to be given to a teacher or the business CEO. All personal purchases should be taken back to school also. 3. Money Collection Collect from students and adults all JA BizTown coins, dollar bills and other JA BizTown re-usable student materials. Give them to a JA BizTown staff member or leave them in the business. SAY: When our business is clean, please gather your personal belongings and stand by the doorway until we are called by the JA staff to attend the Closing Town Meeting. (Be certain that students leave no personal items behind. Leave all uniforms or materials belonging to JA BizTown in the business and wait to be called for the Closing Town meeting.) Closing Town Meeting Have students wait in their business until the announcement for the Closing Town Meeting is made. JA BizTown staff will instruct students where to sit for this meeting. Please remind students to be seated quickly and quietly. Dismissal Thank you for your assistance today. We couldn t have operated without you!

10 JA BizTown BizPrep Wellness Center Job Descriptions CEO 1. Obtains credit union loan. 2. Signs Lease Agreement for business space. 3. Signs all business payroll and expense checks. 4. Set prices for any items which will be sold during the day. 5. Prepares and gives speech at the Opening Town Meeting. 6. Prints Health Care Invoices for each JA BizTown business. 7. Assists with all business duties when employees are on break. 8. Receive all business Health Care payment checks and forward them to the CFO to make a bank deposit. 9. Supervises employees and oversees business operations. HEALTH CARE TECHNICIAN 1. Learns how to operate health care equipment. 2. Works with the CEO to set prices for any items which will be sold during the day. 3. Delivers the $5.00 check for supplies to the UPS CEO. 4. Using the health equipment, assists citizens to complete their Health Assessment. 5. Gives completed Health Assessment Form to customers and collects their completed Health Assessment Survey before they leave. 6. Assists customers as they come in to purchase items. 7. Forwards all collected payments to CFO for deposit. CFO 1. Inputs employee payroll information. 2. Prints and distributes employee payroll checks. 3. Prints and distributes business expense checks. 4. Keeps all records of business expenses and payments. 5. Makes business deposits at the credit union. 6. Signs business checks if CEO is unavailable. HEALTH CARE MANAGER 1. Learns how to operate health care equipment. 2. Works with the CEO to set prices for any items which will be sold during the day. 3. Distributes to business CEOs Health Care Vouchers for all JA BizTown employees. 4. Prepares and mails health care bills to businesses. 5. Greets citizens and accepts Health Care Vouchers as they sign in and send them to the Health Care Technician for their Health Assessment. 6. Assists customers as they come in to purchase items. 7. Forwards all payment checks to the CFO for deposit to the bank. JA BizTown BizPrep

11 Volunteer Checklist Wellness Center Business Start-Up CEO has the BizPrep envelope (brought from school) CFO has the Business Costs Sheet (found in the BizPrep envelope) Wellness Center employees review their Job Description Notebooks (green binders) CFO enters all Wellness Center employees and jobs into the computer CFO prints payroll #1 and payroll #2 and places in appropriate folders on their desk Volunteer facilitates Staff Meeting #1 (see guidebook for script) Employees decide on prices for items being sold throughout the day Students prepare their checkbooks for first trip to the NJ Credit Union CEO completes Speech Guidelines (in binder) for Opening Town Hall Meeting Opening Town Meeting Volunteer helps students get seated in front of City Hall and observes At completion of Meeting, students return to business; CEO signs & distributes paycheck #1 Break Rotation #1 Volunteer reminds students to eat lunch, deposit paychecks, be a consumer, and vote at City Hall CFO takes business deposits to NJ Credit Union Health Care Technician completes customer Health Assessment Forms & provides Proof of Insurance Cards and collects Health Assessment Surveys CFO submits a Loan Request Project Designer prepares & mails Wellness Invoices Completed CEO takes the Loan Application and Promissory Note to the NJ Credit Union CEO (after the National Anthem) CFO completes his/her checklist (found on their clipboard) CFO pays all business bills Staff Meeting #2 Volunteer helps students prepare deposit tickets for paycheck #2 CEO signs and distributes payroll #2 Break Rotation #2 Volunteer reminds students to deposit paychecks, be a consumer, and vote at City Hall Students continue working through job responsibilities (see list in Break Rotation #1) Health Care Manager gives Health Care Vouchers to business CEOs & distributes Health Assessment Surveys & Forms to customers Health Care Manager takes a check from the Wellness Center CFO to UPS for supply costs CFO prints Accounting Report and puts in BizPrep envelope CFO pays all business bills Closing Staff Meeting & Business Clean Up Volunteer facilitates Closing Staff Meeting (see guidebook for script) All Wellness Center employees clean up the business (e.g., money, work attire remain) Closing Town Meeting NJBT 14 JA BizTown Simulation

12 Volunteer asks students to take personal items to Town Meeting, including BizPrep Envelopes Volunteer helps students get seated in front of City Hall and observes NJBT 14 JA BizTown Simulation