AMS

Periods 1/2 (2 credits)

Materials Needed

Unit of Study

Assignments

Competencies

Class has two textbooks used as resources: The Office and Administrative Office Management.

Software used: Word, Excel, PowerPoint, Access, and Publisher (all Microsoft Programs)

1) rules sheets, special projects for AMS--job shadowing, policy manual--will disuss this 2nd period; first period: designing office space for a new business--will use classroom as an empty room for the designing of the office--rough draft hand-drawn; will eventually transfer to poster board (teacher will furnish poster board); students will pick out furnishings for office--from magazines, etc; will pick out paint color--find paint chips from retail stores

Office space for employees with disabilities; ADA; What do we have in our building for those with disabilities? Types of disabilities

Memo review: standard/formal and simplified; students will key a memo on ADA; memo must be at least three paragraphs in length; each paragraph must have at least three complete sentences

discuss job shadowing for second semester--students will be keying letter to parent/guardian about job shadowing--letter to be signed by parent/guardian and returned

Students to design PowerPoint on their career goals/plans; will use digital camera to add graphics; review background/guidelines for PowerPoint

1) will begin transferring office drafts to poster board; teacher to give copy of grading chart--Office Poster will be a test grade

1)bell activity: a) find cost (from three suppliers) of a three drawer filing cabinet.

ways to file: alpha, geographical, numerical, subject, chronological--pros and cons of each; types of business that might use these types--put data into a table

3) ) key q/a for Ch. 10, both topics, Topics for Review --for any student not working on agenda book activity

Prepare a 7 slide PP (8 with a cover page) over Filing Rules--include backgrounds, etc. Print, but make sure you save--second period

to your files you set up on Thursday, add the following files (don't forget to update your two Excel accession logs): Webb, Bobby Dr. (Sup. of SCS); Shelby County Schools; Setterlund Tim, Dr; --period A

4) Write and answer Checkpoint Questions from Blue Book, pages 500 and 477--write the page number where you found answers as well

mail merge by yourself--address to 4 teachers on this hallway--make up addresses--use formal greetings with open punctuation; use block letter style

1) bell activity: a) put the following names in alpha order: Paul Deviss, The Restaurant, Deb Wess, Pattie Davis, Mari Moore, Pat Devis, Marie Moore, Marci Moord, Patti Davis, Debra West-Strawbridge, Debbie West, Al Alvins, Allie Alvans

filing rules: alpha, jr vs sr, The and A, Roman Numerals, Regular Numbers, Business With Numbers in their names, Names with International flair: von, del, business names with numbers, names that are similiar, unusual sounding names, names abbreviated, etc.

Homework: find the former name of Rhodes College--print out from the Internet

bell activity: a) make a cross reference sheet for Rhodes College; b) List three funny sounding names. c) What does the rule say about business names that begin with numbers? d) What is Chas. the abbreviation for? e) What does your name mean?

class will set up two file systems each with an accession log; files to set up both alpha and numerically are: Town of Collierville--location; Governor Phil Bredesen; Going Green; Lamar Alexander; Fudge; The University of Memphis; Shelby County TN; Arlington, TN; Maytag; Wendy's (headquarters info); Major Corporations in Shelby County, TN (find info on all topics and print out two copies)

4) bell activity: a) What are scores lines? b) Give an example of a guide. c) What purpose do "cuts" on manila folders serve?

begin setting up files and accession logs--in Excel or Access (alpha: name of file/record, date created, employee); (numeric: number of file/record, name of file/record, date created, and employee)

5) turn in bell activities--don't forget to turn in the one from last week with this week's activities (4 to turn in)

discuss page 484--write a brief summary (seven sentences)--Scheduling Retention Periods (Blue Book)

How to protect your records from destruction (vital records) P. 518 Make a memo (standard) on this information. The Office

Key questions/answers to the questions (we talked about these last Thursday) New Chapters Ch. 10 The Ofc./Ch. 21 Blue Book/ Thought questions: (not in textbooks) Discuss questions-a) How do you keep up with "things" you need to keep? b) If you purchased a yearbook, where is your proof that you made the purchase? c) Where is your last paycheck stub? d) How many receipts do you have on you--in your pockets, your purse/billfold? e) If you drive, where is proof that you have insurance? f) Look in any other books you have with you, is there anything that does not belong with that class in your book? g) Where is your agenda book?

h) What are receipts that you might need to keep for tax purposes? i) Name a job where you might need to keep up with your mileage? j) Where do you keep bills when they come in? k) Think about our library--how do they keep up with who has what? l) What type of records does CHS keep on you? m) What happens to your records once you graduate? n) Which, in your opinion is better: paper records or electronic records? o) If something happened to your home, do you have a records of what you have...model numbers, etc.

From the Blue Book...Ch. 21 p) What are records? q) What is filing? r) What is centralized contol filing? s) What is decentralized control filing?

items to review for test: make sure you have these items: voc words: mailroom, automated, annotate, prioritized, courier, drop box, lots, OCR (refer to week 12 for other items to study

From The Office, Ch. 10: Key answers a) What is a retention schedule? b) What are the three cost factors association with records management? c) Under the first set of items mentions in letter b, what are some items involved in this process? d) Under the second items mentioned in letter b, what items or things might be involved? e) Under the third sets of items from letter b, what items/things might be involed? f) In table format, list the six phases of the record life cycle and include a statement about each phase. g) From the bottom of page 467, set tabs (your choie of tab type) and recreate the records categories.h) In paragraph format (DS, tab indent, word wrap), key five sentences on disaster recovery plan.

2) Test Tuesday (B period); A period--go over questions from prior day; Using the Internet, find jobs that deal with filing or records management--print out the job description. Key the job description on page 473 of The Office.

3) Bell activity: a) What are the three components of a paper filing system? b) What are guides? c) List the types of alphabetic filing systems.

Go over bell activity. From The Blue Book, page 482 Records Retention--all the way through the four bulleted items--make a "document" listing all this information--don't have to use round black bullet--can select another type of bullet (P. S. Don't make this into a plain keyed paragraph--think outside of the box) Use any software application we have on the computer system.

Thought question: (not in either text).. What if we decided to relocate the library at CHS to another area in the school. Where would you put it? What items would need to be considered in deciding where it would go? How long do you think it would take to pack everything up? What supplies would you need? Would you hire an outside firm? Send out a memo to all staff. Let them kow the library will be relocated over the summer (not really, just pretend to move). In the memo, let them know more details will be forthcoming before the end of the school year. Use your own wording.

Select a topic from The Office and make a 8 1/2 x 11 handout on this topic--5 sentences, 2 graphics, and a subject.

Homework: Handwrite a paragraph or paragraphs on Paper vs. Electronic (Computerized) Records Management. Give the pros and cons of each. Total of ten sentences needed--have one long paragraph or two shorter paragraphs.

4) Homeowork due; key the voc words from Ch. 10, The Office, Please number voc words and define; select 15 of the voc words and key an original sentence with each--underline the voc word

Blue Book: page 484--What are the six items to consider when scheduling retention periods? Create the figure shwon on page 493.

5) filing rules: alpha, jr vs sr, The and A, Roman Numerals, Regular Numbers, Business With Numbers in their names, Names with International flair: von, del, etc.

a) bell activity: a) You have four categories: Priority 1 (today); Priority 2: can wait a day; Priority 3: Wait a day or two; Priority 4: very low priority. Set these headings in a table and then put the following into the proper column. Daily Newspaper, memo from the boss; monthly company newsletter; company credit card bill; advertisement from JCPenneys; correspondence from a client needing information on a current project (project needs to be completed by April 30)--letter sent FedEx

Blue Book Ch. 23, a) What are impression stamps? b) Key the paragraph on online mailing services--DS, tab indent, word wrap--make sure you include the subject .c) According to The Blue Book, what does Pitney Bowes do and how is it related to mail services?

Key the two paragraphs from page 412, copy and paste on to a page 2 and change into a simplified memo from you as Director, to me as Communications Supervisor. Add a subject line.

Take the simplified memo on your second page, copy/paste, and change the document on page 3 into a standard memo.

Take the memo from your page 3, copy/paste, and change (the document on your page 4) into a block style letter, with an informal greeting, mixed punctuation; add any necessary parts.

Take the block letter from your page 4, copy/paste, and change the document on your page 5 into a modified block letter, with a formal greeting and open punctuation

Take the modified block letter from your page 5; copy/paste, and indent the paragraphs.

Prepare an envelope for one of the letters. (block). Fold the letter and put in the envelope

key Topic for Review, Ch. 12, Topic 2, The Office--go over; Act. 1, The Office, page 610; Select one of the following businesses and do a very brief (9 slides, plus cover slide) on one of the following "mail carriers"--students may not use the same topic. Choices: UPS, Airborne, USPS; Pitney Bowes (questions to answer: when was company founded, who started company, logo, motto, etc.)

3) present info on PP regarding carriers; how do you get to be on a postage stamp--class will research the answer on the Internet. Class will discuss: who would they select to be on a stamp and why? (will key a brief paragraph--at least nine complete sentences on your chosen individual).Who has been on a stamp?

bell activity: a) annotate the article (on Mrs. D's desk); b) Key a very brief memo (in your own words please!!) about what the article is about.

4) Present your PP--will not be able to read from the screen during PP--need to jot down some items on a notecard--will not see the projector as you are doing your presentation

Review for Ch.12/23 test--Test on Tuesday; a) bell activity: a) You have four categories: Priority 1 (today); Priority 2: can wait a day; Priority 3: Wait a day or two; Priority 4: very low priority. Set these headings in a table and then put the following into the proper column. Daily Newspaper, memo from the boss; monthly company newsletter; company credit card bill; advertisement from JCPenneys; correspondence from a client needing information on a current project (project needs to be completed by April 30)--letter sent FedEx

bell activity: answer on line: a) What does the "main" postmaster general do? b) Who was the first postmaster general? c) Who is the current postmaster general?

Using MPublisher or MWord, students will make the cartoon shown on page 580 of The Office. Class will make a second cartoon on their own--select one of the following topics to include in the four panel cartoon--Personalizing Stamps (we will look on the USPS website to find information on this topic) or The Five Rules for Keying Envelope. For either of these cartoons, students will need to use some type of character--a person, or something similar to a person

bell activity: a) What drive is the server? b) How long must your password be? c) List the steps for saving to the server. d) What drive is the flash drive? e) How can you get to the old server if the new one is not working?

New Chapters Ch. 10 The Ofc./Ch. 21 Blue Book/ Thought questions: (not in textbooks) Discuss questions-a) How do you keep up with "things" you need to keep? b) If you purchased a yearbook, where is your proof that you made the purchase? c) Where is your last paycheck stub? d) How many receipts do you have on you--in your pockets, your purse/billfold? e) If you drive, where is proof that you have insurance? f) Look in any other books you have with you, is there anything that does not belong with that class in your book? g) Where is your agenda book?

From the Blue Book...Ch. 21 p) What are records? q) What is filing? r) What is centralized contol filing? s) What is decentralized control filing?

5) bell activity: a) List ten items that you need to study for your test on Tuesday--please number items.

homework: Blue Book (HW due on Monday) Homework is handwritten (questions and answers). a) What records retention? b) Summary the four steps to records retention. c) What does the disposition of records refer to? d) List two ways to protect your records. e) What is a chronological indexing system?

for mini test on Tuesday--review questions from Friday, plus 2 voc worksheets from last week; also know how to find the zip code for any city/state, and to find the cost of various packages; be able to key and fold (for an envelope); know how to annotate

a) bell activity: answer on line: a) What does the "main" postmaster general do? b) Who was the first postmaster general? c) Who is the current postmaster general?

homework to be assigned--due next Monday--2 of the 3 examples of envelopes teacher will show--students will make notes--brief about what is required

2) club set up; finish cartoon panels and turn in; go over log in and log out on server system

4) bell activity: a) What drive is the server? b) How long must your password be? c) List the steps for saving to the server. d) What drive is the flash drive? e) How can you get to the old server if the new one is not working? f) Give the first letter and the last letter of your password.

5) Bell Activity: a) you process 4,000 pieces of mail per month and next year you will have a 7% increase in mail--how many pieces of mail will be processed this year; how many pieces of mail will be processed next year

don't forget about the homework-2 of 3 examples for envelopes due Monday--refer Monday

Make an announcement informing customers of the following: What Forever Stamps Are and When Stamps Are Going Up; Ch. 12, Topic 2--Q/A; period 2--laminate bulletin board items--revise the CAM info for Mr. K before going down

1) bell activity: What are telegrams and do they exist anymore? (the reason why they do not exist anymore is not in your text--think about it and you will have the answer.

What items should be registered or insured when mailing? What is another name for standard mail? (take handwritten notes on this)

Key the parts of a zip code--including the plus 4 numbers. Refer to chart on page 601. Key a statement about zip plus 4 as well. Also, key in the first part of the types of mail--will add other on next day

Don't forget about certified mail receipt card due on Wednesday for homework

2) bell activity: find the expanded zip code for CHS and your home. Print out both.

discussion on: keyed mailboxes; not opening mail not addressed to you; briefly review routing slip, sealing envelope; mailing lists

bell activity: a) What is a mailing list? b) List four items under first class and priority mail. c) What is mixed mail?

4) activity using certified mail card--key envelope--seal letter inside (blank)--complete green card and recipt, put on envelope

5) review for mail mini test--copy/paste questions and key answers. Make sure you put your header information on this form. a) List the five rules for keying an envelope. b) What is the purpose of a customs declaration form? c) What is a mailing list? d) What is mixed mail? d) List three ways to seal an envelope. e) List two ways to annotate mail. f) What is the purpose of annotating mail? g) Make sure you can create a routing slip. h) What are the four parts of a zip code? i) List the six forms of first class/priority mail--for a test you will need to know at least four of the six. j)What is another name for parcel post? k) Give two examples of periodicals. l) List three carriers that have express mail. m) What is the difference between certificate of mailing and certified mail? n) What does COD stand for and what is it?

From the Blue book, discuss: mechanical devices for transporting internal mail correspondence--also discuss what times of organizations would use these--small and large organizations. Page 541--key at least four sentences about each

1) Journals due today; discuss job shadowing activities; write Thank You Notes to various hosts and get in the front office mail bin

2) New Unit of Study: The Mail System (The Ofc. Ch. 12/Blue Book Ch. 23)--class will make a routing slip--as sown on page 584--will do one for the AMS class and one for the administrators at CHS.

What are the five rules for envelopes? Students will key an envelope to Mrs. Davis at the school address from them at their home address--students will include postal codings.

Homework: Bring in an example of the postal codings--on envelopes, address labels, documents, etc. that come in the mail at home. Due on Friday.

Yes you can and No you can't facts about opening mail marked personal, confidential, etc.

How does an international address differ from an address in the US? Class will go on line and look up an international location--maybe the FedEx Paris, London branch office! What extra wording goes on an envelope when sending a document overseas?

3) Bell activity: a) Find five facts about USPS--history related. b) List the five rules for envelopes. c) Key an envelope from you (at your home address with your real expanded zip) to the Mayor of Collierville--use the expanded zip for this address as well. Print on an envelope.

Make an expected mail log--in Excel (like the one shown on page 582 of The Office--save as expected mail--teacher will give worksheet where we will record the data.

4) bell activity: a) When are prices going up on stamps? b) What does Airmail help do? c) What is a certified mail receipt (certified mail)? d) What is the difference between certified mail and a certificate of mailing?

By next Wednesday, April 2, you will need a certified mail card--available for free at any postoffice--this is a homework grade--We will use the card on Thursday, April 3 for a class activity.

Make the routing slip shown on page 584. Save as route. Change the form to show all the CHS principals and save as principal.

Discuss the proper way to open and seal a letter (and no you do not spit on a letter to seal it!). Teacher will have various items to show what is used in an office.(information shown on the keyboarding textbooks--near the back on how to fold paper and place inside the envelope)

Do not forget about homework due on Friday--refer to earlier in the week activities for a reminder on this assignment.

5) bell activity: address (keying) an envelope to the principal of Houston High School from Dr. Setterlund at CHS--put in the postal codings and apply all the envelope rules.

List other mail type carriers others than the post office. How do they differ from the post office.

Blue Book, Ch. 23- 545-547--class will list the types of equipment found in an office mailroom. Class will go on line to see if we can find examples of this equipment and how much it might cost.

What are courier services? (examples are found in the Blue Book, Ch. 23. How does a courier service work? (make a brief statement about this-you can use information directly from the textbook--include a graphic and bullet format. Additional information to be included is found on page 607 of The Ofc textbook.

Class will go on line to see what couriers are available in Shelby County (and hopefully find some price information as well). Discuss when you might want to use a courier.

Homework due next Wednesday: go to the post office and find a certified mail receipt card.

1)Blue Book--Ch. 19--key all the CheckPoint Questions and key answers as well--pages 421, 426, 428, 430, 433, 436, 439, 443, 448; find information on the FCC--print out 20 facts--number facts--must use at least 4 URL references--note which fact goes with which URL reference---go over questions

give out permission form for Job Shadowing--if not participating in job shadowing--due on Tuesday; alternative activity for this assignment: find 11 (numbered) facts about Alexander Graham Bell--handwrite and list your source--due on Tuesday

Permission form signed by your teacher must be in my hands by the end of today--2:00; if not participating in job shadowing--research on the local company International Paper--11 facts (numbered) and handwrite--list your source--due Wednesday

Telephone test on Thursday: review all notes we took; know parts of a telephone message pad/form; know the forms of information via telecommunications; what is videoconferencing; difference between voice machine and answering machine; be able to give at least five telephone carriers; info about Do Not Call

2) give out evaluation form for job shadowing--students will take with them for the shadowing. Must be returned by host (via the mail, fax, or e-mail). If form is not returned, student will receive a zero on the grade {subject to a referral since this is our proof that you actually attended your job shadowing; Will not accept form back directly from the student--this form is a test grade; any student not participating in job shadowing will have in-class activity on Friday (will also involve work outside of class time)

go over Topic 1 and 2 Questions for Review (we have already keyed these--we just need to go over); permission slip for parent/guardian to sign for job shadowing

5) Students job shadowing; if not job shadowing, Mrs. D has a replacement activity

1) Bell activity: a) Summarize the six number rules; key an original sentence for each rule (test on Wed. on number rules and sentences). b) Find information on Daylight Saving Time--cut and paste at least five facts on DST.

Also, on test Wednesday: items on a fax cover sheet; time zones in US; how to screen a call, information shown on a telephone directory; info on telephone features for those with disabilities; number rules and sentences

Discussion: Driving and talking on telephone; cell phone laws; what is the craziest thing you have seen someone do driving; telephone simulation; texting and driving

2) bell activity: a) Off the top of your head (no notes), give two number rules. b) Give one word that you say "real southern like" all the time. c) Look up texting and driving--will discuss

Give five examples of words we do not enunciate well in the South.; Give two examples of screening telephone calls (need the exact wording you would use--relate one of the calls to work and the other example to school).

Make an ad for a kid friendly cell phone--teacher has items on board (features of our telephone)

Don't forget about Test on Wednesday-- items on a fax cover sheet; time zones in US; how to screen a call, information shown on a telephone directory; info on telephone features for those with disabilities; number rules and sentences

3) Mini test; Keying a news like article on "Telephone, Cellular/Digital, Etc. World--will use 1 inch margins, size 12, Courier New, 2 columns, portrait, and justification. Article will focus on: The impact of each of these to our world--locally and globally; the future of this type of communication, and our vulnerability to our enemies, what our world would be like without these forms of communications; students will make an outline first on the topics and sub-topics. May have two graphics.

4) finish justified documents from prior day--will be grouped with notes for today as a grade

bell activity: a) What is telecommunications? b) What are the forms of information that can be transmitted by telecommunications? c) What is telephony? (yes, it is a real word)

discussion: centralized vs. decentralized telephone systems; call forwarding; conference calls at work; operator dialed conference calls procedures; white pages vs. yellow pages; what is directory assistance; what factors determine the cost of long distance service; direct dialed calls; four specialized long distance calls--discuss each; WATS; interstate vs. intrastate; how to control telephone costs

5) bell activities: a) If Mrs. D calls her brother in Murfreesboro, is it interstate or intrastate? b) If Mrs. D calls her brother in Mississippi, is it interstate or intrastate? c) List three ways a business controls telephone costs.

1) bell activity: a) What time zones are we in? b) What time zone is Atlanta in? c) Boston is in what time zone? d) Give the time zones for New York City?

Key an interoffice chart for CHS (telephone extensions)--teacher will go over guidelines.

notes on office telephone directories; Do not call directory; giving out personal infor; FCC

discussions on phones and other equipment for those with disabilities; look up examples of equipment--telephones for those with disabilities--print out copies for everyone in the class.

telephone simulations; make a fax cover sheet for one of the following businesses: FedEx, International Paper, Carrier Corporation (Collierville location), or Wendy's headquarters

4) make a poster for the three of the following items: Telemarketer, ISDN, Telebraille, Picturephones, Pagers, Voice Mail (each poster needs a subject, information about the topic, and a graphic); Page 632--key the paragraph on Features for Impairments including the four bulleted items--DS the body of this;

2) bell activity: a) How thick is a fiber optic wiring--remember, we discussed this on Friday

Ch. 19, Blue Book, Define the chapter terms and number term (there are lots of terms--pages 417-418)

Select 11 of the terms and key an original sentence with the term--bold or underline word. Number sentences.

Discuss job shadowing activity--job shadowing memo due back with parent signature for homework grade--due Thursday

Homework: Print out the listing of what we are doing this week--straight from my webpage--have parent/guardian sign--easy, easy assignment! Due on Wednesday, Feb. 20

Homework due next Tuesday--signed interim by parent/guardian and student (without student signature, grade is only 50)--due Feb. 26

3) set up telephones; make electronic telephone message form; complete a handwritten form

finish any uncompleted work from prior day--voc words and sentences; set up telephones

4) bell activity: a) find updated information on the status of the satellite b) Give three tips for answering telephones and taking message (this is your own advice--not in text)

telephone simulations--key messages on computer; take handwritten messages; etc.; type of calls: A) directions to school from Bartlett B) calling to ask if you can job shadow at a business C) calling because your cable bill was $759.33 D) calling to make an appointment to have your hair and nails done for prom; E) calling to leave a message at your tax office

5) bell activity: a) What are the time zones in the United States? b) How many time zones are in the world?

Make a document that "shows" the time zones in the U. S. (teacher will give guidelines for this activity).

1) page 623, make the two paragraphs on Videoconferencing into a standard memo--from you as Communications Director, to your English teacher as Communications Supervisor. Add a copy notation to me on the memo. Please sign the memo.

Key a paragraph (at least two paragraphs with three sentences in each paragraph) about the importance of the telephone to the world of business.

Research facts on the history of the telephone on the Internet--you may copy/paste these facts--please number facts. Also, give URL information.

Select a cell phone company (you may use Internet) and copy/paste "plan" information--need URL info. Turn in all work completed or not to sub.

Copy/paste questions from Friday's review. Leave blank space for answers. Go back and handwrite answers (this is after class reviews questions).

4) Test on Chapter 9; Make a fax cover sheet for Collierville High School (need name of business, address, telephone number, to, from, Fax number, number of pages, and place for message. Also include logo and motto.

List the steps for when you are the caller and what information you should include--put this on a fax cover sheet--one will have info printed on computer and another copy of the form will be handwritten

3) Monday itinerary data (after breakfast) 8-10 General Meeting, Faulkner Room (opening remarks by CEO, Sara Cotten); 10-10:25 Break (own your own); 10:30-12:00 Name of Presentation by Student 1, President Atkinson Planning; 12-1 Lunch (own your own); 1:00-2:15 Executive Vice President, A C Oldham "The Yellow Brick Road"; 2:15-2:45 Break (refreshments served in Parish Conference Room); 2:45-4:00 Recruitment Issues by HR VP Ashley DePriest.

Tuesday,Wake up call 6:00 a.m. (breakfast at hotel); General Meeting Faulkner Room, Remarks by CEO, Sara Cotten--at 8:00-8:30; Name of Presentation by Student 3, President Baby Phat 8:30-10:30; 10:30-10:50 Break; 10:50-12:00 What Do I Need To Do Now by Debra Strawbridge, President, Strawbridge Communications

Make a listing of anticipated expenses for your NY trip (meals, entertainment, etc.); I need cost--estimated costs;

discuss: non refundable airline charges, $$$ to take with you on a trip (and in what form); traveler's checks, medical/dental, driver's license; car insurance if renting a car; how much $$$ for items on your trip

4) Prepare a memo (simplified) telling me how much money you need for the New York trip. Attach an Excel spreadsheet showing the various items with totals--put in categories ex. food, entertainment (personal), entertainment (business), Miscellaneous, Hotel, Airfare, Tips, etc. The memo should go to me, Accounting Director.

Tuesday itinerary continued: 12:00-1:30 (lunch--meet your friend, name a person, who lives in NYC--went to high school together). Will meet you at Capers Cafe across from the hotel at 12:15--reservation made and in their name

1:30-2:30--General Meeting, Faulkner Room, Complete Survey, vote on Conference Officers for next year

Wednesday: wake up call 5:30 a.m. Go to gym for workout (5:40-6:40). Breakfast 7:15 at hotel; 8:30 a.m.- 9:45 a.m., Harrison Conference Room, Name of Presentation by Student 4, Executive Director of Job Placement of America

9:45a.m. -10:15 a.m.. Break (light refreshments served in Parish Conference Room--make sure you have ID badge on)

10:15 a.m.- 12:30 p.m. name of presentation by Student 2, Corporate Director, Better Business Bureaus International.

Free rest of day--meet Patty Davis, Davis Industries Chairman of the Board (to discuss new project) cell: 901/853-3333). Will meet at name of a restaurant at 7:00 p.m.

Thursday wake up call at 5:30; gym at 5:40-6:15; breakfast at 7:15. Free until 12:00 p.m. 12:00 p.m.-1:30 p.m. Communications at Work by (put in name of your English teacher), Language Specialist, Languages and Communications, Inc

Appointment at Rafael's Salon to get your hair/nails done at 2:15--can walk to salon from hotel: 1-800-Raf-aels (5 buildings past the hotel--go out the hotel--turn left--cross 1 intersection); appointment with Jenice

Leave for banquet hall (Magnolia Ball Room) at 7:45 p.m. (entertainment by Michael Bolton at 8:30-9:30; Chris Brown at 10:00-11:00; orchestra from 11:30-1:00 a.m. Formal attire.

5) bell activity: a) List five things you have learned about traveling and business. Turn in all bell activities

Students will create an agenda for the Monday of the conference--teacher will assist as needed

ending for itinerary: wake up call 6 a.m. Breakfast at 7:00 a.m. Shuttle for airport (at least 1 1/2 hours before flight takes off); add departure info for NY; add arrival info for Memphis

Copy/paste the following questions--then key answer--Review of important facts. a) What are the three types of meetings and give a brief description of each type? b) What is the basic difference between an agenda and minutes? c) How does a meeting folder help you? d) What is a quorum and how does it impact a meeting? e) What is the most widely used parliamentary procedure method? f) How does brainstorming work? g) What is group dynamics? h) ________________ is a meeting of people in different locations connected by a telecommunications systems. i) What are three types of teleconferences? j) List four things you might need to do before a meeting. k) What are four items that need to be done during the meeting? l) List two things that might need to be done after the meeting. m) What is a hidden agenda? n) What types of items are recorded in minutes--list at least three?

o) Give five modes of travel for business. p) List four air carriers. q) Give five regulations for air travel. r) Give five hotel chains. s) What are amenities and list at least four amenities? t) What does OAG stand for and what is this item? u) List five customs. v) What is a protocol? w) What is a passport? x) Give three facts about a passport. y) What is a visa? z) Give four health tips for traveling. aa) What is the basic difference between a work permit and a tourist card? bb) Give five safety tips for traveling.

cc) What should you take with you ($$$ wise for a trip)? dd) How can you get a penalty for a trip--please explain?

1) bell activity: a) Find two facts about the history of New York City. b) Find two facts about the history of Sicily. c Give an example of a formal meeting. d) Give an example of an informal meeting. e) Give an example of a multinational meeting. f) What is a quorum?

a) prepare a PP on 3 hotels in Sicily--need at least 4 slides on each hotel--put in backgrounds, etc. Class will vote today on which hotel we want to stand during our visit to Sicily. Remember, we are going to be in Sicily for a month so we want to stay in a comfortable hotel; make sure you include information on amenities and cost data

Homework: due on Tuesday: handwrite the questions and answers: a) What is an a hoc? b) According to your textbook, what are the three elements of brainstorming? c) _______ refers to the interactions, communications, exchanges, and relationships among members of a group. d) What does hidden agendas refer to? e) A ___________ is a meeting of people in different locations connected by a telecommunications system. f)Write three sentences about computer conferences. g) What do you think will be your favorite mode of travel (for business) and why? h)OAG stands for what? i) What are protocols?

prepare a PP on 2 hotels in New York City--need at least 3 slides on each hotel--put in backgrounds, etc. Class will vote today on which hotel we want to stand during our visit to New York City. Remember, we want to stay in a comfortable hotel; make sure you include information on amenities and cost data--class selected London Hotel

3) You will be giving a presentation while at the HR Conference in New York; select one of the topics to discuss: Preventing ID Theft; Basics Facts About Traveling; or What Does The Better Business Bureau do. Prepare a presentation--you must select 2 of the following formats for your presentation: report, 3 handouts--flyer type; PP--with 9 slides; 4 column brochure; or News Release (example on the wall to your left); you must handwrite facts for your presentation--please document your URL and textbook reference information; if your information is not on your handwritten notes, then it cannot be used in your presentation--this activity will count as a test grade! Unauthorized copying/pasting results in a 0 test grade. (note: do not use the same info on both documents

With all your data, key a short report on Sicily (1 inch margins, DS body, have side headings--at least 2; have 4 returns after subject line--all caps, bolded, centered; include cover page for report--your name, report name, class name, and date); teacher will need to check all your work from today--let me see everything when all is completed-to check length; report should be at least 1/2 - 3/4 of a page

With all your data, key a short report on New York City (1 inch margins, DS body, have side headings--at least 3; have 4 returns after subject line--all caps, bolded, centered; include cover page for report--your name, report name, class name, and date); teacher will need to check all your work from today--let me see when all is completed-to check length; report should be 1/2 - 3/4 of a page.

When both are completed, please let Mrs. D check--both will count as 1 grade--daily and should go in your travel folders.

Make up afternoon for next week being moved from Tuesday afternoon to Wednesday afternoon--Mrs. Davis going to vote!

4) Class will make a brochure for the business/career technical areas; areas to include: cover page, names of teachers and what they teach, a description of each area: Business, Business and Information Technology, Family and Consumer Science, Drafting, Cosmetology, Agriculture, and Automotive

5) bell activity: a) find a map of Italy (that shows the surrounding countries). b) find a map of the state of New York (that shows New York City and the surrounding states)

Find out what topics your classmates will be presenting at the conference (the topic you did Wednesday)

Arrive New York City at ? ; Hotel shuttle will be waiting for you (list number of hotel); Hotel Confirmation Number is 459GJT07 (Vista Suite for 1 for May 23-May 31) {checking out by 9:30 a.m. on Saturday, May 31}

Meet with Mrs Patty Davis, Conference Coordinator 5:00 p.m. to confirm all details for your presentation (ofc. extension 305) e-mail: pdavislondonny@rol.com

Saturday--wake up call at 7:00 a.m.; Breakfast out (at random); 10:00 a.m. Jersey Ferry Trip (ends at 12:00 p.m.); Lunch out--at random; back at hotel by 2:00.

Sunday wake up call: 8:00 a.m.; breakfast at 9:00 in hotel restaurant; 10:00 a.m. NYC Tour Company will pick you up at hotel lobby (NYC Tours 1-800-VIS-ITNY) Confirmation 12ZX8; tour will end at 4:00 p.m.

Dinner at ???; Reservations at 7:00 p.m. (requested a single, corner, window table)

7:00 a.m. Continental breakfast in the Tara Lounge (please wear your meeting badge)

1) change desktops to winter scenes; For our first until of study we will be traveling to two cities (one in the US and one overseas). The class will discuss where we will be visiting first in the US and then the overseas location. Items we will need to consider (how to get there; how much it will cost, where will we stay; what to visit in any limited spare time; the time of year and the weather; the language for the overseas location; what to pack; passports, shots, medicines, etc.) We will have a practice activity for traveling first.

Activity 1: Practice: You will be traveling to the Boston area and staying 4days (leaving Memphis International early on a Tuesday and leaving late Saturday (about 3 ish). Items to research for me: a) What is the weather this week for the Boston area? b) You will be at a business meeting Tuesday afternoon for 2 hours; business related activities Wednesday for 5 hours; business related activities 4 hours on Thursday; business related activities Friday for 6 hours). In any spare time, you will have time to "visit" the area. You can only take 1 large suitcase and an small overnight type bag. What business outfits will you take?

c) What "casual" type clothes will you take? d) You will be limited to only 2 pairs of shoes (sorry!) d) Research 4 things to do on this trip.

d) We are going to make an itinerary for this trip--first item on the agenda is flight arrangements--what is the name of the airport for the Boston area. e) Class together will find a very early morning flight for our trip and find a late Saturday afternoon flight return time.

f) Class will create an itinerary for this trip. g) Class will create a travel folder for this flight. h) Class will find a hotel for the trip. i) Class will find "information" on modes of transportation to our various places to visit--find "i" on Tuesday

From today, teacher needs to check travel folder (with information inside) and voc words.

If you do not finish voc. words, finish today--handwritten--topic 1 only to finish tongiht

bell activity: a)Thought questions: list three jobs--can be very specific job--that would require some travel each month. b) What would be an advantage of having a job that requires some travel? c) What would be a disadvantage of having a job that requires some travel?

What is the meaning of teleconferences? In a document format of your choosing, give the meaning of teleconferences and list the three main types of teleconferences with a description of each. Supply no less than three graphics for this document.

Key the Minutes shown on page 411--make the following changes; change the name of the secretary to someone besides yourself in this class; use your name as the Council President instead of Nancy; under the names of those in attendance, add the names of all in this class to the list.

Key the agenda shown on page 408. Remember to use your name as Council President instead of Nancy. Also, use the same name in minutes you used for the secretary.

What is Robert's rules of Order Revised--see what you can find in our textbook and on the Internet? Find information from Internet. Homework: from Internet, make a handwritten listing of 10 facts

bell activity: from page 407, key the meanings of agenda, minutes, and follow-up items.

In table format, make a listing of items that need to be done before a meeting (include a brief description of each item as well). Information in Ch. 9 The Ofc.

There are three types of meetings. Prepare a 10 slide PP discussing these meeting types (1 of the 10 will be a title page). No background designs; print in handout format Don't forget about PP design rules.

4) class will go through the motions of how a meeting is conduct. Example: the chairpersons calls the meeting to order; speakers are recognized, motions are approved; the meeting is dismissed

From page 412, make a memo of what happens after a meeting--use the exact the wording from the book. Select the memo style of your choice--do not erase your memo. One I have approved your memo, print memo and sign and then change it into the other memo style--let me approve this style as well. Print and sign second memo.

brainstorming activity: what is braining storming; teacher will give two brainstorming activity; for students not in class today--your topic on handout you will receive--make a listing of no less than four different ideas for each topic. (braining storming topics: how to solve overcrowding in the cafeteria, affordable alternatives for graduation activities)

What is meant by group dynamics? Discuss seating arrangements at a meeting--make a listing of ways to set up a meeting room--what can impact the set-up will be discussed as well.

Make a list of 5 cities in the US you might like to visit--list in order of preference (1, 2, 3, 4, 5). Make a list of 5 international cities you might like to visit--list in order of preference (1, 2, 3, 5, 5). Once the lists are turned in, I will compile a listing and we will vote.

find a flight from Memphis International to Nashville, TN leaving on February 12 early am and returning the next day--late afternoon--find at least two flight options and cost key the attached itineraries and save--use the keyboarding textbook as a reference for keying itineraries--see page RG15 in the purple/teal book as a guide

turn in bell activities finish any remaining work from prior day--go over and turn in (2 memos from Thursday and PP, table, and all of voc words from earlier in week--all stapled together)

Homework assignment due on Monday: handwrite 11 facts you have learned this week (please number your facts).

bell activity: a) find a listing of no less than 5 hotel chains--the name of the chain, location of headquarters, and a telephone number b) select one of the chains and find information about the chain--at least five facts--you can copy/paste from the Internet

finish keying two itineraries sheets from Friday--let teacher check--make sure you save

Create an agenda that might be used at a workplace--you need to supply heading information for the agenda; make a listing of at least 7 items to be discussed and also include calling the meeting to order, roll call, reading of the minutes, and treasurer's report--these are not included in the 7 items; go by agenda example on page 408--as you plan your agenda, think about the kinds of items that would be discussed at work meeting.

2)during announcements, finish agenda from prior day if not completed (work agenda)

Boston Travel folder (needs weather information/hotel information/arranging a flight information)

turn in the following items to be checked: itinerary information; Topic 1 Reviewing The Questions/Answers; Reinforcing English Skills; Boston Travel Folder, and your agenda

Questions to answer (you may copy/past questions into MWord) a) In setting aside time for a trip, set aside tie to do what four things? b) What does OAG stand for? c) Besides flying, what might be other forms of business travel? d) What are two items for you (amenities like items) that overnight trains have? e) In your opinion (answer not in book), what length of time would be too far for you to "drive" to a business meeting? f) What does a travel agency do (not in book)? g) Key the itinerary on page 430--change to your name instead of Charlene's--make sure it fits one page. h) Summarize what the text states about dress for traveling.

bell activity: a) What is the difference between a visa and a passport? b) What is the difference between a work permit and a tourist card?

customs--pages 432-top of page 434. Key all in paragraph format--use bullet statements where necessary; DS body. Use 1 inch margins. Make a cover page for this (your name, name the document, supply a graphic, and today's date).

Make a listing of 10 keyed sentences about health documents--put in your own words--number sentences

Select two countries and research customs and/or cultures of both countries--handwrite facts (10) about each of the countries.

Select one of the countries from the above activity and make a poster on oversized construction paper--located underneath the table at the back; need title; 5 graphics, and all of your ten facts--keyed individually; neatness and creativity will count!!!

Select a city in your country and handwrite 5 facts about the city. Research and find information on how much it would cost to fly from Memphis International to this city you researched (use a leave date of July 31 and a return date of August 31).

Key and answer Reviewing The Topics Questions at the end of Ch. 9, Topic 2--begin going over

2 ) bell activity: key a brief paragraph (with a subject heading) Driving vs. Flying--DS, need at least 5 complete sentences

Select 15 of your voc words and write an original sentence for each--please number sentences--underline or highlight; handwritten; homework due Wednesday

Using the Internet, find out how to obtain a passport--may copy and paste from Internet; key a letter (from you to me) summarizing how I might obtain a passport; include an attachment notation for the passport information you found on the Internet; letter information: (block style, formal greeting, mixed punctuation) on what information you found--need at least three paragraphs with three sentences in each paragraph--attach any information you found on Internet; for my address use the school address; put on personal stationery--use your address

President's Bush agenda: make all illegal immigrants in the US for a certain length of time US citizens

Reinforcing English Skills page 442 and Travel Itinerary 443--complete and check

Activity 2: Travel Etiquette and Safety Brochure--will work individually--not in groups; topics for brochure will be: travel etiquette, etiquette, travel tips, travel safety tips--brochure will have 3 columns, will be landscaped; 1 inch margins; at least 5 small clip arts related to topic

4) bell activity: key in 25 sentences about customs/traditions. Please number sentences.

voting for domestic and international travel cities (run off if needed) no runoff needed winners: Sicily, Italy and New York City, NY

set up travel folders--research both domestic and international cities: weather, at least two major tourist attractions; class will select a hotel to stay at for trip--find hotel info--amentities; flight information: Leaving July 31--returning August 31 for Sicily for a national convention; for NYC the dates are May 23-May 30 for a HR (Human Resources) Meeting--set up both travel folders

set up a meeting for Dr. Setterlund for March (first Monday in March); the location will be the library; time will be 2:15-3:30; topics will be: attendance issues; PowerGrade and PowerSchool; Parking Lot Problems, Changes in ISS procedures, Flex Hour Updates. Prepare the tentative agenda, and prepare a memo notifying all staff of the meeting (attendance is mandatory) so all need to plan in advance).

4) Semester Exam (first period only--exam will not be given second period) All CHS are dismissed at the end of period 3 today.

1) also key q/a on Checkpoint questions on pages 571 and 574 (students will finish on Monday); make a document for each of the following: the document type is up to you, but for each item document type, you must select a different document: a) parts of a balance sheet b) parts of an income statement c) bank reconciliation statement

a) big budget item at home--assume you are going to be renovating the kitchen of your home--make a listing of everything you can think of that you would need to budget for--this is going to be a total renovation

b) big budget items at work--assume there is going to be a total renovation and enlargement of the CHS cafeteria--make a listing of everything you can think of that you would need to budget for--this is going to be a total renovation

Using the Internet, find costs for the following items (for when you are out on your own): print out materials from the Internet and make an Excel spreadsheet showing the name of the items, the place you found the information--URL name), and what the cost is for each item. When finished, include a total cost of all items.

a) apartment in Shelby County--2 bedroom and 1-2 bathrooms; a new car; a used car; a dining room table plus chairs; living room couch, living room love seat, and a coffee table; 1 lamp; cooking ware; dishes--a service for at least 8; silverware; tv--not a large one, but your apartment will be small

2) Blue Book, Financial--finish work from prior day--Excel activity; Checkpoint questions; check on outstanding items that may not have been turned in

3) Plan for Pyramid park expands article from Commerical Appeal; go over Checkpoint questions--check words; making labels for Angel Tree recipient;, Rev. for a Short Ch. 7 test (bank reconciliation, balance sheet, and income statement, 3 types of endorsements, 3 types of special checks, meaning of pre-tax, master budget, departmental budget, budget period

5) Ch. 7 test; Exam discussion; Angel Tree Program during morning (begins at 8:30)

1) bell activity: a) What are the four deductions required by law? b) Does TN have a state income tax? c) List two states that have state income tax.

Words from Key Concepts and Terms, page 346, The Office--Students will key several paragraphs--finish from Friday-use all words; bold or underline words; turn in this along with your bank reconciliation and English activity from Friday

Prepare a memo (simplified) to all staff. In this memo (4 paragraphs, 4 sentences in each paragraph) discuss the following: all employees are being asked to update W-4 form--this is a request from Payroll (some individuals have not updated form in over 15 years). Also, let employees know their paycheck is pre-tax--explain what that means; and give information on company charities employees may contribute to (give at least two). Any charity the employees contributes to, the company will match up to 3 percent. Print out information from the Internet on these two charities and note attachment on the memo. Your fourth paragraphs should tell if you are in favor or not of a state income tax. Please sign memo.

Note: You have an Internet homework assignment assigned on Tuesday and due on Thursday--plan accordingly if you do not have access to a computer at home (I am here Tuesday afternoon until 3:00 p.m.and Wed/Thurs. mornings at 6:30 a.m.) Research the 21st Century Check Clearning Act. Find an article on the Internet on 21st Century Check Clearing Act. Print the document. Handwrite 11 facts from this article. Homework due on Friday. Please note, if necessary, you may have to pull up more than one Internet article to obtain your 11 handwritten facts.

2) bell activity: a) Define budget. b) List two jobs that are salaried. c) Find jobs on the Internet from each of the four categories: hourly, salaried, commission, and combination. Print these jobs.

Teacher will give a balance sheet and an income statement to complete (1 of each). Teacher handout.

Make a flyer for the nine facts shown on the blue page 345. Add a heading and at least three graphics. Document must be balanced. May use MW or MP.

Teacher will give a bank reconciliation to complete (on a form similar to the one from last week and also keyed like the one on page 319). We will complete both the standard reconciliation form as in page 319 and the Reconciliation of statement form. Information for both problems: Bailey's Boutique. Check book register balance is 3,571. Bank statement balance is 3,000. There is a service charge of $15. A deposit is in transit in the amount of 1,000. Outstanding checks are: 224 for 150; check 227 for 219; check 229 for 75.

Turn in bank reconciliation (2), balance sheet, income statement, and flyer--all together.

3) bell activity: a) Make a document (type your choice) that shows the three types of special checks--name/meanings). Have a subject and one graphic. Make sure document is balanced. b) Give an example of a restrictive endorsement.

Make sure you finish memo from Monday: Prepare a memo (simplified) to all staff. In this memo (4 paragraphs, 4 sentences in each paragraph) discuss the following: all employees are being asked to update W-4 form--this is a request from Payroll (some individuals have not updated form in over 15 years). Also, let employees know their paycheck is pre-tax--explain what that means; and give information on company charities employees may contribute to (give at least two). Any charity the employees contributes to, the company will match up to 3 percent. Print out information from the Internet on these two charities and note attachment on the memo. Your fourth paragraphs should tell if you are in favor or not of a state income tax. Please sign memo.

What I have learned activity: Using just your notebook--no books, you are to tell me what you have learned about "financial matters" from this unit thus far--we will do this in a PowerPoint presentation. Make an outline for me regarding what you will be discuss and how many slides for each topic. You must have a cover slide and at least 13 additional slides--one sentence per slide; 7 slides will have a graphic. Your presentation must include no less than 8 topics.

Review what is meant by the term tax exempt--give at least three examples of a tax exempt organization.

Turn in Memo referenced above and PP--print as handouts--no need to do backgrounds or transitions on PP.

homework: Find an article on the Internet on 21st Century Check Clearing Act. Print the document. Handwrite 11 facts from this article. Homework due on Friday. Please note, if necessary, you may have to pull up more than one Internet article to obtain your 11 handwritten facts.

4) bell activity: a) Key a paragraph explaining why health insurance should be obtained (it can be expensive, but explain why insurance is needed). Need ten sentences; DS. b) from keyboarding textbook, key the meaning of a purchase order, page 429, purple/teal keyboarding book--in back ofc space

Purchase Order. Class will make purchase order (can use MP). Teacher will give items for PO for first one. Key purchase order on page 429 of purple/teal keyboarding textbook--we will add tax--will take this same problem and do a discount, etc.

Find a site that has insurance, we want to see how much the insurance is for a single, 23 year old adult with no children. We will also find the cost if you are married and have 2 children.

5 Petty cash transactions--student 1 buys holiday cards from Target (to see out to clients) at a cost of $12.00; student 2 buys Christmas postage stamps--4 books of stamps (20 stamps per book at a cost of .41 each); student 3 buys 10 poinsettias for office from CHS Wrestling Team at a cost of $5.00 each; student 4 buys supplies for department Christmas luncheon (paper plates, spoons, forks--plastic, cups) from K-Mart at a cost of $35.89; student 5 order/purchases Christmas cupcakes from Sam's at a cost of $50.00

Finish Pet City Purchase Order--one with total and one with total with 3% discount--just like we did yesterday--turn in all 4 purchase orders

petty cash final due today--test grade on final (updated receipts, Excel spreadsheet, envelope, and any other document student has). Petty cash receipts must be numbered and in order--staple); answer the following questions about your petty cash: a) how much money did you spend for each category (your various accounts). How much money did you have left?

Chapter 25, Blue Book--key and define the voc words shown on page 569; also key q/a on Checkpoint questions on pages 571 and 574 (students will finish on Monday)

more notes on W-2 and W-4; pre-tax/regular tax--1 problem; You make $14.20 an hour--your health insurance is $45 a paycheck; dental insurance is $24 per paycheck; you put in $30 per paycheck into savings

1 balance sheet problem Assets: cash $34,000; equipment $77,400; cooking supplies $717; you have a bank loan from Sun Trust Bank for $25,000; you also have a loan for $15,000 from Bank of Piperton. The name of the business is Homemade Pies by your first name.

1 income statement problem--same business as above for month ending of October 21, 2007. Revenue: Catering $999.03; in store sales $1400.18. Expenses: Salary $1500, utilities $400.00, cooking supplies $300.00; telephone $70.12

2) bell activity: a) What is the difference between regular tax and pre-tax? b) Using the Internet, find two businesses that are in the health insurance business--print out information on these businesses.

Homework: 1 problem; You make $11.50 an hour--your health insurance is $55 a paycheck; dental insurance is $28 per paycheck; you put in $25 per paycheck into savings

1 balance sheet problem Assets: cash $44,000; equipment $88,400; cooking supplies $1017; you have a bank loan from Sun Trust Bank for $65,670; you also have a loan for $25,000 from Bank of Piperton. The name of the business is Collierville Catering.

1 income statement problem--same business as above for month ending of October 21, 2007. Revenue: Catering $3000.07; Convention Sales $2014.10. Expenses: Salary $2500, utilities $300.00, cooking supplies $500.00; telephone $80.72

Key a memo (style your choice) about the four kinds of business documents (balance sheet, income statement, regular/pre-tax, and bank reconciliation). The memo should have four paragraphs--with at least four sentences in each paragraph. Sign memo. Turn memo in.

Fill up car at Sam's today $45.10--use debit card; take Mom to lunch at McAlister's 19.73--debit card. Groceries at Kroger--$87.99--wrote check. Christmas gift certificates from Starbucks $50--wrote check.

4) bell activity: a) What form shows your net worth for a particular day? b) What form compares your revenue and expenses? c) What is it that allows you to deduct your insurance before taking other items out of your check? d) What document compares your check book register and the bank statement? e) What is the purpose of the W-4 form? f) When is a W-4 form completed? g) What is meant by the term Owner's Equity? h) When customer's owe money to a business, is this accounts receivable or accounts payable? i) Give an example of an endorsement.

Discuss Interacting with Others, page 326 The Office, what is the problem and what would you do? Together class will complete the Reconciliation of Statement shown on page 327--teacher has form to give out to complete the reconciliation on.

Page 344, The Office, Application Activity (Math). Teacher will go over how to do--students will complete

5) Bell activity: a) What are four items shown on a bank reconciliation? b) What form of compensation is used when you have a base salary plus commission?

From the problem on pages 327-328, make the problem look like the one on page 319.

Making Decisions, page 342, The Office, what is the problem and what is the solution?

Reinforcing English Skills, page 343--teacher will go over directions stated in the textbook.

Words from Key Concepts and Terms, page 346, The Office--Students will key several paragraphs--finish on Monday

1) Finalize policy manual activity today--students will put policy manual into a order to be given by teacher and class will make a table of contents. This final activity is a test grade.

Notes on salaries; discuss tips; purpose of W-2 and W-4; start putting policy manual in order

2) 2 policy manual additions--make a fax cover sheet; add notes on Educational Assistance Program--add these to table of contents; print all -- Turn in policy manual; 2 pre-tax problems

2) bell activity: a) Key at least five complete sentences about an individual being financial responsible in life (DS, 1 inch margins, Courier New, key a subject line)

Discuss balance sheets and income statements--key examples shown on page 159 of the green book--use Excel

Homework: Due Friday: Signed interim due on Friday--signed by student and parent/guardian--student prints out interim at home--if no Internet access, print in note from parent/guardian stating you are not able access at home and teacher will allow student to print interim at school

a) What do the initials ATM stand for? b) Give personal advice on using ATM machines--list at least three items--these are not in the textbook. c) Read the information on pages 321-322 on Establishing the Fund (referring to Petty Cash). Handwrite a summary about these paragraphs.

3) bell activity: a) List the five purposes of a reconciliation (bank). b) What are reimbursements? c) What does it mean to co-sign for someone? d) What does the term bankruptcy mean?

Reviewing The Topic Questions, page 326- Handwrite answers. Class will go over answers.

Class will complete the Application Activity at the bottom of pages 327-328 together.

Homework: Due Thursday: The Office textbook: Interacting with Others, page 326. a) What is the problem? b) Handwrite at least five complete sentences on what is the "right" thing to do in this work situation--defend your answer. Reinforcing Math Skills, page 327: Handwrite the questions 1, 2, and 3 and handwrite answers for each.

Need to add to check activity: a) Write a check to Communications Wireless Co. for your monthly cell bill: $72.14. Write a check to Direct TV for basic cable $47.09. (both checks written on Wednesday (yesterday). Meet a friend for lunch today--spent $11.42 at Cracker Barrel--used ATM card; pick up purple bowling bag (with initials) for student number 2's upcoming birthday at Bowling and More Store--put on debit card for $49 (student number 2 will buy herself a bowling outfit for the same amount). Buy groceries at Kroger this afternoon--use debit card--$38.78.

Students will prepare the following balance sheet: Collierville Candy Company, owner: Student Name; cash on hand $20,000; Products Inventory $15,000; Store Hardware/shelving $10,000; Equipment $2,900. Bank of Collierville Loan $15,000; Candy Supply Company $10,000.

Students will prepare two income statements using the same company as the balance sheet name. Income forms: In Store Candy Sales $9,300; On-line Sales $3,290. Expenses: website fees $125; utilities $350; Salaries 3,300; Store Rent $700; Advertising Expense $250; Telephone $90; $500 Payment of Bank Loan; Candy Supply Company Loan Payment $500. This income statement is for the month of September 2007.

Income forms: In Store Candy Sales $4,150; On-line Sales $2,050. Expenses: website fees $175; utilities $340; Salaries 3,000; Store Rent $750; Advertising Expense $200; Telephone $95; $900 Payment of Bank Loan; Candy Supply Company Loan Payment $750. This income statement is for the month of September 2007. Notes on the types of compensation plans; gross vs. net salary.

5) Petty cash activities: Student 1 will tip the delivery person from Rabbit Express (delivered papers for the regional meeting) $10. Student 2 will purchase a $50 3-hole punch from Office Depot. Student 3 will buy 3 packages of green copy paper from Christmas Time Office Supplies (at $7 per package including tax). Student 4 pays the deposit of $50 to have the conference invitations printed. Student 5 buys a computer reference book at Wal-Mart for $25 (the title of the book is Access for Dummies).

Today is payday--deposit your check in the amount of $705.19 into your checking account. You may now go to Kroger and spend $38.78. Fill up your car for $28.00. Both of these transactions.

Start pulling and printing all materials related to Policy Manual. Compare what you have with the other students.

1) bell activity: a) what are the three types of special checks--describe one of the checks; b) What does it mean for an employee to be bonded.

Surveys due today! Compile and make a summary report (each student will do; class will then combine results for a final survey summary). Class will compare and contrast answers from males vs. females and various ages groups.

Policy manual will be due on Friday--you might compare what you have with other students.

Homework: List four services provided by a bank (you might ask your parent/guardian to help you with this question).

Class told about Internet homework activity due on Thursday--those that do not have access to the Internet--come in before or after school or during HR (but not 4th period); will not take long to print out from Internet. Homework due on Thursday: Look up a local bank on the Internet--print out information straight from their web site--highlight at least ten facts about the bank. Number the facts.

turn in survey work--memo and handwritten notes from counting (put survey in notebook Ch. 16)

bell activity: a) list five major banks in Shelby County b) What does the term endorsement mean?

Questions from Ch. 7--a) What does it mean when something is negotiable? b) What it is the meaning of misappropriated? c) Give two examples of how financial matters might be misappropriated. d) What is fraud? e) Before an employee is bonded, what does the bond company do to ensure the employee is worthy of being bonded? f) Think about all the individuals that work at CHS--list as many items as you can that involve the receiving and/or distribution of financial transactions. g) Under the paragraph Handling The Cash Drawer--page 306, take these paragraphs and make into a memo (you select the style). The memo is from you as the Financial Administrator, to me ( I am the Accounts Payable Associate). Please sign your memo. h) What is a voucher? i) What is a tickler file? j) I keep a tickler file--what is my tickler file?

Homework due on Thursday: Look up a local bank on the Internet--print out information straight from their web site--highlight at least ten facts about the bank. Number the facts.

3) finish questions a-j from prior day--finish keying answers and go over; go back and look at questions from last Thursday (#4) and finish

discuss petty cash fund and petty cash activity--students will keep a petty cash activity for a week. All transactions are to be recorded on a transaction slip. All transaction slips are to be signed by student as the Financial Administrator (or if the slip is for something the student "purchased" during the class activity, then the teacher will sign the form as the Financial Administrator). Each transaction is also to be signed by the student "purchasing agent"--teacher will go over these guidelines. These transactions will also be recorded on an Excel spreadsheet (date, name of person agent, what they purchased, the amount of money, the account number, and the name of the account). Keep transaction slips in order in notebook--always have Excel sheet up to date--throw away old ones--this will be a test grade

Homework due on Thursday: Look up a local bank on the Internet--print out information straight from their web site--highlight at least ten facts about the bank. Number the facts.

bell activity: a) What are computer generated checks? b) In your opinion, what businesses use computer generated checks (and for what reason are they using computer generated checks)? c) List three facts from your cash drawer memo from prior day

I am missing some survey work--memo--signed and your handwritten notations--need today for a grade--others already recorded

Petty Cash Account Numbers: Office Supplies 1-34598; Computer Supplies 2-47900; Postage 3-55431; Delivery Services 4-90123; Computer Equipment 5-34086; Printing Services 6-43952

Give students a pretend beginning balance of $500.00. Balance must never get below $75.00 If a transaction will have a student be $75 or less, please inform the teacher first by memo, don't do the transaction until your petty cash fund has been replenished by the teacher--she will tell you how much extra petty cash funds you will receive--at this point, you can complete the transaction. If memo is not done at appropriate time, student will lose 20 points on test activity for petty cash.

Make checks--at least 10--make sure you save; make check register and save in Excel; finish going over questions from prior day

Student 1: buys stamps at the Collierville Post Office--2 books ($8.20 a book); Student 2 buys 2--3 inch white notebooks at Office Depot for a total of $29.45. Student 3 goes to Kinkos to have 10 books binded for a total cost of $15. Student 4: Has new business cards printed at Office Max for a cost of $70. Student 5: Picks up 3 packages of highlighters for a total of $14.50.

5) bell activities: list four deductions required by law. b) What is an exemption? c) What is another name for the W-4? d) Give two examples of voluntary deductions e) What is the meaning of a balance sheet? f) What is the meaning of an income statement?

make check register--I gave you an example yesterday with the check examples. Teacher gave stuents 3 deposit slips.

Write rent check--Collierville Estate Apartments--$725; buy groceries--class will determine what the cost is

1) bell activity: Which of the following would be a reason for terminating an employee: a) being late coming back from lunch (5 minutes); b)being late to work at least three times every week; c) not doing as the boss ask the employee to do d) not always being in dress code. For each of the items a-d discuss--needs at least two sentences for each item.

Finish going over questions for Review from Ch. 16; Social Security handout--students will make a table for this activity--the handout shows 8 options for "saving" social security--students will need to a) tell what the option is b) the good about the option and the c) bad about the option d) comment box--summary of the

Complete the following: Write comments about each of the following: a) FLSA b) Civil Rights Act c) OSHA d) Unemployment Insurance e) ADA f) Sexual Harassment

Review continued: g) List three signs of maturity h) What is character? I) What is integrity? j) What does the term self-acceptance mean? k) What is work ethic? l) How should you dress for casual day Friday? m) What are three basic work manners? n) Where should cell phone not be used? o) What is personal power? p) Why should gossip be avoided? q) List about four things a supervisor expects from you.

homework activity to be discussed using the information on social security from prior day--homework will be due on Monday--next Monday--Nov. 5: make a survey form on the social security options: student will find out which option individuals like best--need 2 teachers, but not Mrs. D, 6 teenagers, 1 parent or guardian, and at least 2 other adults (a neighbor, a sibling that has graduated from high school, your best friend's mom, a neighbor, another teacher, etc.)

finish from prior day if needed: The class will discuss the other items that need to go on survey; making a memo to go above the survey; printing surveys

4) bell activity: What could I ask you about social security on the test on Friday? List at least seven items.

Review for test on Friday: pull up information from your notebook on Unions (what are they, what is their purpose, etc.), types of leadership styles, how to avoid stress; difference between stress and burnout; at least three reasons why you would terminate an employee; what is workplace violence; two reasons for workplace violence

New work: Ch7 (The Office) and Ch. 25 (Blue Book): Discuss: what do you need to know about money? Give at least two reasons for business and work.

If you were a boss and had to make a work budget, what items do you think would go in this budget? List at least seven items (think about the items Dr. S might need to include in a budget for next school year).

Blue Book: What is the meaning of budget? What is the meaning of budgetary control? Think about a place where you work or have worked. Name a product that is used by the business. How does the business make sure to have "budgetary control of the use and replinishing of this item?

Internet Activity: find an on line site where you can order checks. What are some items that need to be considered when ordering checks from a business you find on-line--list at least two items?

The Ofc.: What are the three types of endorsements. Describe each and shown an example of each using your signature.

In your opinion, what looking for a personal bank, what is important to you? List at least two items.

5) turn in bell activities; go over 3 types of endorsements--have students key and sign; students to key 3 types of special checks from page 314

1) bell activity: According to the blue book, what is a mission statement? Find the mission statement for Shelby County Schools and print. Find a mission statement for another business and print.

Today's activity: prepare a mission statement for the policy manual: class will do together--after class comes up with wording, this should go into your policy manual.

What does the blue book say about staffing. Key five items of importance regarding staffing and supervisors. Teacher has article relative to staffing--class will read this article and at random a student will discuss the finding at the end of this activity--first each student will highlight important points in the article.

Ch. 9 discusses delegating tasks. Look up this word in your thesaurus. What does it mean? List the three reasons (from your textbook) that supervisors do not like to delegate. List the four hints for a supervisor to go by when delegate to the staff.

Dr. S is our supervisor at CHS. List items that he delegates. Class will discuss and take notes.

In the past if an employee had an issue with alcoholism and drug abuse, they would have been fired. From page 201-202, prepare a 9 slide PP on this issue (the 9 slides do not include a title slide--remember short and to the point. I want graphics, but I am leaving it up to you as far as how many are needed.

2) bell activity: a) Find a website with information on helping individuals with some type of substance abuse--print and make sure the URL shows. Highlight 11 facts from this article--number facts. b) list facts from pages 201-202 that will be part of your PP presentation. c) What does delegate mean?

Begin PP on alcoholism and drug abuse; class will put a copy of the final PP in the policy manual.

3) bell activity: a) what kinds of jobs would not tolerate any type of substance abuse---list at least three jobs. b) If you are stressed at work, what can you do to lessen the stress--list three items.

Students will add the following wording on the topic below to the policy manual: (before adding class will discuss the wording and will note as changes--additions or deletions that might need to be made--class will also discuss why or why not relative to why a company might include this kind of policy. Items to discuss on the wording below: a) Is this policy too strict, not strict enough, or appropriate as it; what changes would you make.

Class will discuss this wording: All employees are eligible for the Employee Assistance Program. This program offers help to employees who have a substance abuse problem--weather addicted or not. Any employee whose job performance and conduct on the job have been impacted by the substance abuse are required to participate in the Employee Assistance Program. Failure to participate in the program when job performance and conduct on the job are impacted will result in job termination.

The Employee Assistance Program allows an employee to attend counseling sessions (the first 5 sessions are free and the remainder of the sessions are the same as your doctor visit co-pay (for each visit). If treatment requires employees to stay at a treatment center, company will allow employee to have 14 "free" days with pay (meaning you will not have vacation/sick days deducted) to help in the employee treatment. Additional time at a treatment center, may be taken with vacation/sick time employee has accumulated.

Documentation from the medical staff is required in all situations. Human Resources will review each case individually. Please note that an employee may only have the 14 free days one time in a 12 month time period.

Workplace violence--page 207, key the first two paragraphs on this topic--class will discuss and add notes. Among topics of discussion: how to deter workplace violence--list four safeguards a company can do to prevent workplace violence, how to deal with the issue after the fact, etc--list at least two items on how to handle after the fact. Data will go into our policy manual.

4) Report--see example on pages 145-146 of keyboarding text (2 inch top margins, 1 inch margins for the rest; DS body; use side headings--underlined and keyed at left margin; subject in all caps and bolded; report will be size 12; times new roman. Length of report must be 2 full pages. Before keying report, make a list of your side headings and what you will be discussing--need at least 5 side headings; intro paragraph does not need a side heading. Make a cover page.

bell activity: a) what are two reasons for terminating an employee? b) What is the purpose of the Employee Assistance Program? c) We haven't discussed this, but how does a co-worker having a substance abuse program impact the other employees? d) In your opinion, what would be signs of some type of substance abuse going on (as related to a co-worker)?

Go over Questions for Review from Ch16--you have done the q/a on the day I was out--sub here--pull those questions out.

Roll playing options: Terminating employee (will decide on the reason); talking with an employees who is displaying symptoms of being on a substance, but you can't prove it; talking to your co-workers after an employee displayed workplace violence

1)bell activity: search for information on the following act: Family Leave Medical Act (FLMA); print out info from the Internet (make sure you include the URL data

class will discuss the FLMA--and will include wording in Policy Manual (reference pages in The Blue Book are on pages 203 and page 313). All the wording on page 313 will go into your policy manual.

List the four ways (according to The Blue Book) on how supervisors can learn to deal with multicultural diversity.

What are the four areas where multicultural differences are liable to show up in the workplace?

According to The Blue Book, what are seven ways that can help you cope with stress.

Homework: from work printed out from the Internet on the FLMA, handwrite 11 items about this act.

2)simulation activity prep; will take survey--personality test; review how to write a check, how to complete a check register; give out job data

Homework: according to The Blue Book, Ch. 9, list the five ways employers reward employees who have good attendance records (include all wording in the book); add one idea of your own on how to reward employees with good attendance (has to be realistic).

3) bell activity: a) What is the difference between stress and burnout? b) What is multicultural diversity? c) List two facts about the FLMA.PSAT testing today (periods 1-3)

Inclement weather, active duty; Equal Employment Act, time cards, payroll distribution

Homework: According to The Blue Book, Ch. 9, what are three reasons that might make an employee "tardy" to work? If you know you are going to be late to work, should you notify your work--handwrite at least five complete sentences about this topic.

4) simulation activity--test grade--graded mostly on conduct--manners, being serious

Computer Test Project: to be done at home--work will be keyed; due Friday, 10/26--poster on Employment Issues (need at least 6 topics covered on your poster--each topic needs title and a graphic; you need to include one of each of the following items: desktop publishing, an Excel spreadsheet and a chart/graph of some type; a table or tab activity. Make sure you include the overall subject of Employment Issues. Each of the items above are worth 10 points. Please note that any poster that is "messy" will have 35 points deducted.

Dear President Bush letter; how to address letter; topic to discuss Social Security

3) bell activity: Excel questions (not in book) a) What are cells? b) How do you make gridlines? c) What does the symbol for merge to center look like? d) How do you make two lines of material print in one line?

make a chart--not a bar or line chart; printed copy of document with gridlines and without gridlines.

4) bell activity: On Page 769 of The Office, the word reliability is listed. What does reliability mean? Give three examples of how you are reliable (at home, work, or school). From the blue book, Ch. 9,page 202, what does technostress mean?