Facilitator Directions

Transcription

1 Facilitator Directions START-UP TIME - 45 minutes Start-Up Time lasts a total of 45 minutes. This Start-Up time involves: Holding Staff Meeting #1 (see below) for the first minutes. The JA BizTown staff will play the National Anthem which signals those students whose jobs take them out into JA BizTown may begin to perform their tasks. All other employees remain in their business to continue with Start-Up tasks unless their job requires them to leave. At the conclusion of Start-Up Time, a JA BizTown staff member will request all employees to come to the green carpet for the Opening Town Meeting. Gather the employees around you. Staff Meeting #1 1. Introduce yourself and meet the business employees. Ask the Branch Manager to hand out each employee s name tag (if applicable) and personal checkbook, which are located in the BizPrep Envelope they brought from school. One at a time, ask students to introduce themselves and state their job title. As students state their titles, write the name in the corresponding place on the Break Schedule which can be found on the bulletin board. Be sure to tell each student his/her break period (Red, Yellow, or Green) and give the corresponding color neck wallet. Remind students to not place stickers on the neck wallets. 2. Assist students in preparation of their checkbooks for the first trip to the Bank: Ask students to open their checkbooks. Ensure each student has a completed deposit ticket and a check written to the Bank for $1.50 to open a savings account. The deposit ticket should show the student s net pay and up to $2.00 in cash back. The deposit amount (net pay minus cash back) should be written on the first line of their check register. The check register should also show the withdrawal of the $1.50 check used to open the savings account from the balance. Remind students that cash can only be used in the JA Café, to join the flash mob or to enter the Lucky Dog Contest.

2 Amount of paycheck after taxes (see chart below). Amount of cash back requested (must be $0, $1 or $2). Total amount of deposit (Net Deposit). Confirm each student has recorded their first bank transactions as follows in the checkbook register: Amount of Net Deposit. Check written to Bank for $1.50 to open Savings Account has been deducted from deposit amount. Use this chart to confirm each employee s net pay: Job Title Gross Pay Net Pay Branch Manager $9.00 $8.82 CFO $8.50 $8.33 Teller, Account Specialist $8.00 $7.84 If these steps have not been completed at school, help the student complete these tasks now. (Refer to the Check It Out Poster in your business). Advise employees that when it is time for their first break, they will need to deposit their paycheck and receive any cash back before going to lunch.

3 3. Ask the employees to get their Job Simulation binder and begin reading the information to become familiar with their job responsibilities. Have the CFO begin working as soon as possible. Check with the CFO to be sure he/she has begun entering the employee names and payroll information into the computer. Payroll checks for Pay Period #1 and Pay Period #2 should be printed and signed before the Opening Town Meeting. The Branch Manager should sign the front of all checks. If he/she is not available, the CFO can sign the checks. All employees should begin working, but remind them that they may not leave the business until after the National Anthem. Opening Town Meeting JA BizTown staff will instruct students to come to the green carpet for this meeting. Please remind students to be seated quickly and quietly. JA BizTown staff will conduct this meeting. Break Rotation #1 30 minutes for each break Students are divided into three groups (Red, Yellow, and Green) and will rotate to take breaks. While one group is on break, the other two groups are to continue working. Remind students to check in with their boss (the Branch Manager) before leaving for break or work-related duties. Also, remind students going to break that they must get on line at the Bank to deposit their paychecks, open their savings accounts and eat lunch, before doing other activities. JA BizTown staff will announce the beginning and ending of each break period. The Bank gets very busy at the beginning of each break as citizens deposit their paychecks. Citizens on break should form a line outside of the bank near UGL and wait until a Teller is available to assist them. Teachers will be positioned outside of the bank to ensure citizens have an endorsed paycheck, completed deposit ticket torn out of the checkbook, and checkbook register before going to the Teller. During this first break, citizens must visit the Account Specialist after completing the Teller transaction. The Account Specialist will collect the check written for $1.50 to the Bank to open the Savings Account. The Account Specialist will ask where the citizen works and make a tally mark on the Account Specialist checklist. Finally, he or she will stamp the citizen s checkbook register indicating Opened Savings Account. Staff Meeting #2 10 minutes After all three groups have had their first break, JA BizTown staff will close the town and you will conduct Staff Meeting #2. Have the students meet with you in a group and bring their

4 checkbooks and pencils. Please use the entire 10 minutes and these pointers to ensure you complete all necessary tasks. 1. Prepare for the second and final break: Ask students to open their checkbooks and complete a new deposit ticket for the second paycheck. Be sure each student has not asked for more than $2.00 in cash. Confirm that students enter the net deposit, which is the bottom number on the deposit ticket, in their checkbook register. Have them add to get a new balance. Enter amount of paycheck after taxes. Enter any cash back ($0, $1, or $2) Enter total amount of deposit. Check each employee s check register to make sure he/she has opened their savings account. The Account Specialist at the Bank will have stamped Opened Savings Account in the checkbook register. Account Specialist at the Bank stamped register. Amount of second deposit is added to balance. Any checks the student wrote for purchases made while on break should also be entered and subtracted from the balance. 2. Remind citizens that the second break is their last chance to go shopping. Remind them to spend their money wisely but to be sure to spend it since they can t take it with them. Be sure each employee knows how much money they have available.

5 3. If time allows, discuss the day so far by asking the following questions: Are we courteous to all of our customers? Are we keeping the Bank neat and clean? Are we entering citizen and business deposits accurately into the computer? Is each one of us doing our job? Break Rotation #2 20 minutes for each group Students are divided into three groups and will rotate to take breaks. While one group is at break, the other two groups are to continue working. Remind students to check in with their boss (the Branch Manager) before leaving for break or work-related duties. Also remind students going to break that they must get on line at the Bank to deposit their paychecks before going shopping. JA BizTown staff will announce the beginning and ending of each break. Businesses are officially closed when the Green Group break is over. Closing Staff Meeting and Clean-Up 20 minutes This is the final business staff meeting of the day. 1. Have the students bring their checkbooks to again meet with you in a group. All business activity is over and it is time to reflect on the day. 2. Reflection Review with the students what they felt went well and what they believe they could have done better as a business team. Ask the students to share some of the things that they learned today, both as part of the business team and individually. Ask the students to name some of the challenges they had today and what solutions they found successful. 3. Clean-Up - Have all employees do the following: Put all materials and supplies back in the original location. Assist the Mayor with the Closing Town Meeting Speech and ensure that the Citizen of the Day and Quality Business of the Day awards have been completed. Check to make sure all student Job Simulation binders and the Volunteer Manuals are returned to the racks on the wall. Do not turn off the computers. Teachers may be interested in taking completed business paperwork back to school for followup, especially student checkbooks. Collect these items and place them back in the BizPrep Envelope and give it to a teacher.

6 4. Money Collection Return all JA BizTown dollar bills from the employees and Teller stations to the safe. Be sure all re-usable student materials (checklists, stamps, folders, etc.) are in a central location in the business. 5. Closing Town Meeting Speeches Assist the Branch Manager and Account Specialist with preparation of the Closing Town Meeting speeches. Information for the Branch Manager s speech will be required from JA BizTown staff. The Account Specialist should use the tally marks on the Account Specialist checklist to determine the number of savings accounts opened and then multiply that number by $1.50 to calculate the total amount saved by JA BizTown citizens today. Closing Town Meeting Have students wait in their business until JA BizTown staff announce the Closing Town Meeting which will be held on the green carpet. Please remind the students to be seated quickly and quietly. Dismissal School personnel will dismiss the students at the end of the day. Thank you for your assistance today! We couldn t have managed without you!!!