Role of the Volunteer

Transcription

1 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 Volunteer Guide. All directions in this Volunteer Guide 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 first, and you may eat as tables become available. Student lunchtime is limited to 20 minutes. At the end of the day, return the Volunteer Guides and Job Description Notebooks to where you found them. 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. 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. 2. 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 Inventory Sheet. 3. will borrow money from the bank. The CEO will take the Loan Application and Promissory Note to the JA BizTown Bank CEO after the Pledge of Allegiance. 4. The CFO will take business deposits to the JA BizTown Bank during the day. These deposits will each consist of Business Deposit Ticket/s and the multiple personal and business checks making up the total deposit. 5. The CEO will use the computer to print a Inventory Sheet for each business. All computer directions are located on the computer screen and should be followed very carefully. 6. Throughout the day, representatives from each business will come to to pay for their business supplies. These payments should be recorded on the CEO s Checklist. 7. Before the end of the day, using the CEO s Checklist, the CEO should go to any business that has not paid their supply bill and collect a payment check for $ At the end of the day, be certain that all student Job Description Notebooks and Volunteer Guides remain in the business. 9. 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) Volunteer Guide Start-Up Time lasts approximately 45 minutes. 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 is played, 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 his/her color is announced over the sound system. 1. Introduce yourself, meet the students, and review employee responsibilities: SAY: 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 operation of and receiving payment checks for today s supplies. Customers will also visit to purchase postage stamps and other products you will be selling. You will give each of our employees a Health Care Voucher entitling them to go to Horizon for a Health Assessment and a Proof of Insurance Card. ASK: Who is the Sales Manager? (Student answers)

5 (Locate his/her color on the break schedule. Ask the student to remember the color.) SAY: You will greet and assist customers who come to purchase items that are for sale. Remember to always be friendly and courteous to customers. ASK: Who is the Carrier? (Student answers) (Locate his/her color on the break schedule. Ask the student to remember the color.) SAY: You are responsible for the collection, sorting and delivery of all mail and packages in JA BizTown. You will also assist the Sales Manager(s) as time allows. Remember to always be friendly and courteous to customers including your own teammates. 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 help you. Assist students to prepare their checkbooks for the first trip to the Bank. SAY: After the Opening Town Meeting, your breaks will start and you will visit JA BizTown Bank. Let s make certain our paperwork is ready for making personal deposits at the bank. 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 Sales Manager Carrier $8.00 $7.84 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

6 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 JA BizTown Bank 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 bank. 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. Opening Town Meeting JA BizTown staff will instruct students where to sit for this meeting. Please 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 JA BizTown Bank to deposit their paychecks and open their savings account.

7 Staff Meeting # 2 (20 minutes at the conclusion of Break Rotation #1) Volunteer Guide 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.) 2. If time allows, discuss the first production period by asking the following questions: ASK: Are we selling products and assisting customers who come in to purchase items? ASK: Are we receiving payment checks of $5.00 for the businesses supplies?

8 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 JA BizTown Bank 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 bank loan was repaid, discuss how that repayment spelled success and review the concept of profit. If the bank 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.) 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.)

9 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. 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 Job Descriptions CEO 1. Obtains bank loan. 2. Signs Lease Agreement for business space. 3. Signs all business payroll and expense checks. 4. Prepares and gives a speech at the Opening Town Meeting. 5. Works with employees to determine prices of products to be sold. 6. Accepts from all businesses the $5.00 payment check for supplies. 7. Assists with all business duties when employees are on break. 8. Supervises employees and oversees all business operations. CARRIER 1. Works with CEO to set prices of products. 2. Works with CEO (if necessary) to accept from all businesses the $5.00 payment check for supplies. 3. Forwards collected payment checks to CFO for deposit. 4. Collects mail from the central postal box and each business. 5. Sorts mail and cancels each letter using Cancelled stamp. 6. Delivers processed mail to businesses and individuals in JA BizTown. 7. Assists Sales Manager (when available) to greet customers and sell products. 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 bank. 6. Signs business checks if CEO is unavailable. SALES MANAGER 1. Works with CEO to set prices of products. 2. Prepares business supply baskets for next day s business operations. 3. Assists customers with purchases and accepts payment checks. 4. Assists customers with stamp purchases and accepts payments. 5. Forwards all collected payment checks and cash to CFO for deposit. JA BizTown BizPrep