Planning Guide

Creating Learner-Focused
Schools

 

* Madison-Oneida BOCES- This document may not be reproduced in any form without the expressed written consent of the District Superintendent or his designee.

 

LU Title: Business and Industry Operations

Author(s): Joanne Francisco

Grade Level: 12

School Address: Madison Oneida BOCES, 4937 Spring Road, Verona, NY

Subject Area: Business-New Ventures Internship Program

School Phone/Fax: 361-5709/5880

 

CONTENT KNOWLEDGE

Declarative

Procedural

  • Students will discuss, identify, and describe:
  • Students will apply previously learned information from leadership & Management Seminar to new situations at internships
  • Corporate hierarchy
  • Compare and contrast leadership styles
  • Management Styles
  • Students will work collaboratively to complete teamwork project
  • Leadership Styles: qualities of leadership
  • Analyze/describe different forms of business ownership
  • Strategies of teamwork
  • Students will work in pairs to create a business, outline a business plan, and create an ad to market the start up of their business
  • Forms of legal business ownership
  • Create an operations flowchart for internship
  • Relationships between customers/vendors
  • Appropriate and ethical workplace behaviors
  • Create an organizational chart for internship
  • Evaluate ethical behaviors in the workplace
  • Research topic for oral presentation: management, leadership, teamwork, and business ethics
  • Students will research and write factual information in an acceptable form that supports their Industry Profile Project, using classroom resources, computers, and worksite mentors

 

 

ESSENTIAL QUESTIONS

 

INTEGRATION OF TECHNOLOGY:

Students will access a variety of technological resources to complete this learning unit. Students will utilize Microsoft word to publish word processing documents for electronic forms of communication such as business letters, outlines, reports, and memos. Presentational software such as PowerPoint to create mini slide shows and one page documents for class presentations. Students will also access the Internet to research topics for their Leadership Program presentations. Technology is an integral piece of not only this unit, but an ongoing tool utilized throughout this entire program on a regular basis.

INITIATING ACTIVITY

 To gain an understanding of these broad concepts of leadership and management, students will be asked to identify how they are leaders/managers right now in their own everyday life. This helps students to realize that regardless of career paths, you are still a leader and a manager. You don't have to have the title of "the boss". Each student will comprise a list of what they do to lead and manage themselves and/or others and select one experience that has impacted them the most and share with the class.

Following this activity, the students will receive unit and chapter outlines to include concepts, topics and terminology related to this unit that will be used throughout the unit's learning experiences (declarative, procedural, extending and refining, and the culminating performance).

 LEARNING EXPERIENCES

TEXTBOOKS UTILIZED FOR READING ASSIGNMENTS: Succeeding in the World of Work Glencoe McGraw-Hill, The Art of Life: An Anthology of Literature about Life and Work and The Art of Work: An Anthology of Workplace Literature, both published by South-Western Publishing Company, 1998. The Literature is a combination of short stories, essays, poems, and plays.

There are four large projects of this unit that are comprised of many learning experiences.

TEAMWORK PROJECT: Discussion topics: Teamwork in business; functional and cross-functional teams, Team Planning, Being a Valuable Team Member, Total Quality Management (TQM), Readings: Chapter 14 (Teamwork and Leadership). Orals: Team Chapter presentations. Cooperative Learning Activity: Team quiz design, cross-functional team test taking. Written: Learning Log; Critical thinking-Students will respond to the following quote: "May you be as strong as the oak, yet flexible as the birch" and apply what they have learned about the concept of teamwork. Create handouts (study guides, worksheets) for oral presentations.

ENTREPRENEUR PROJECT: Discussion topics: Entrepreneurs, forms of legal ownership, sole proprietorship, franchise, Ways of becoming a business owner, start-up costs, income statement, gross and net profit, financial plan. Readings: Chapter 4, (Entrepreneurship) Literature Readings: "Business at Eleven", "Top of the Tree" The Art of Life, South-Western Publishing Company, 1998. Orals: Presentations of Entrepreneur Project (Cooperative Learning Assignment). Cooperative Learning Activity: Brainstorm ideas for new businesses, select one, outline a plan for start-up based on concepts learned, create an ad to market new business. Written: Learning Log; short essay on the importance and the value of studying Entrepreneurship, and reflective essay on personal qualities student posses that would be valuable in a business relationship and why. Outline for business plan, create visual ad utilizing computer software programs.

ETHICS PROJECT: Discussion topics: Ethical and unethical behavior in the work place, personal and professional ethics. Readings: Chapter 9, (Workplace Ethics) from text, Literature readings: "Let Me Hear You Whisper", The Art of Life, South-Western Publishing Company, 1998; "The Boy and the Bank Officer", The Art of Work, South-Western Publishing Company, 1998. Orals: Presentations of Ethics Research project. Written: Create case studies on ethical situations for class activity.

LEADERSHIP PROJECT: Leadership Program whereby each week one leader will research one of the following topics (Management, Leadership, Teamwork, Ethics in Business), write a report, and give an oral presentation that is critiqued by their peers in addition to their instructor. Students will have the autonomy to determine the means by which this presentation will be given: tell a true story, create a role play, show a video, read a poem, or teach a lesson. Discussion topics: Four styles of Leadership, Qualities of a Leader, What makes a Leader?, and Parliamentary Procedure. Readings: Chapter 14 (Leadership) from text, Literature Readings: "from Quiet Strength" by Rosa Parks with Gregory J. Reed, "mother to Son" by Langston Hughes. Orals: Individual Presentation on one of the above-mentioned topics. Written: Report to support research.

CULMINATING PERFORMANCE

As a result of this unit, the students will complete an Industry Profile Project. The scope of this project will include a variety of written reports, essays, graphic charts, visual displays, conducting an interview, and an oral presentation. The elements of this project include:

This project also serves as their mid-term exam.

Connection to State Learning Standards

Content Area: Learning Standards for Career Development and Occupational Studies

Level:

Benchmarks: Teamwork Project, Leadership Project-Students worked in teams to create businesses. Each team wrote a business plan, developed a presentation discussing steps taken to create the business, and designed an advertisement for their business. Students analyzed their own skills and abilities required in a career option and related them to their own skills and abilities. Students complete Career Interest Inventory Survey.

 

Benchmarks: Industry Profile project-Students formulated a historical profile presentation on specific careers to demonstrate how job requirements and training are changing due to technology. Using various forms of technology and communication techniques (video, slide show, etc.) students will illustrate and describe the importance of developing a broad-base of transferable skills that are needed for employment. Through an interview process at internship, students will identify necessary application of academic knowledge and technical skills required for particular careers, as well as job outlook, earnings, etc.

Standard: #1 Students will be knowledgeable about the world of work, explore career options, and relate personal skills, aptitudes, and abilities to future career decisions at the commencement level.

 

Standard: #2 Students will demonstrate how academic knowledge and skills are applied in the workplace and other settings at the commencement level.

 

Unit Theme:

Standard: #3a Students will demonstrate mastery of the foundation skills and competencies essential for success in the workplace at the commencement level.

 

Standard: #3b Students who choose a career major will acquire the career-specific technical knowledge/skills necessary to progress toward gainful employment, career advancement, and success in post-secondary programs.

Benchmarks: Basic Skills/entrepreneur Project-Students analyzed a company's balance sheet and income statement for industry-recognized assets, liabilities, and net income/loss. Interpersonal Skills/Teamwork Project-Students worked collaboratively demonstrating positive interpersonal qualities which led to teamwork and cooperation in large and small groups to complete project. Managing Information/Industry Profile Project-Students utilize technology (Internet, CD-ROM's) to acquire, organize and communicate information to construct and present findings for all components of this project.

 

Benchmarks: Information Management/Communication-Students will develop/produce complex, business-quality documents (letters, reports) for an internship experience. Students are at internships communicating effectively with mentors and coworkers regarding learning experience related tasks/projects. Interpersonal Dynamics/Internship Experience-Students participate in internship evaluations regarding interpersonal skills, employability skills, basic leadership abilities, and attitude to function effectively as members of a work group or team. This is part of a formal evaluation process. Students facilitate a team and work in a group to complete Teamwork Project, Entrepreneurship project. Legal and Ethical Responsibilities/Internship Experience and Workplace Ethics Project-Students demonstrate legal and ethical behavior in accordance with laws, regulations, policies, and the rights of clients/customers. Students comply with legal requirements of patient/customer confidentiality as it relates to their internship experience. Students participate in ethical questionnaires.

LEARNING STANDARDS FOR ENGLISH LANGUAGE ARTS

Standard #1: Students will read, write, listen, and speak for information and understanding.

  1. Listening and reading to acquire information and understanding involves collecting data, facts, and ideas; discovering relationships, concepts, and generalizations; and using knowledge from oral, written, and electronic sources.

Benchmarks/Performance Indicators: Industry Profile Project

  1. Speaking and writing to acquire and transmit information requires asking probing and clarifying questions, interpreting information in one's own words, applying information from one context to another, and presenting the information and interpretation clearly, concisely, and comprehensively.

Benchmarks/Performance Indicators: Industry Profile Project, Learning Logs, Oral Presentations

Standard #2-Students will read, write, listen, and speak for literary response and expression.

Benchmarks/Performance Indicators: Literature Readings, Text Readings, Oral Presentations

  1. Listening and reading for literary response involves comprehending, interpreting, and critiquing imaginative texts in every medium, drawing on personal experiences and knowledge to understand the text, and recognize the social, historical and cultural features of the text.
  1. Speaking and writing for literary response involves presenting interpretations, analysis, and reactions to the content and language of a text. Speaking and writing for literary expression involves producing imaginative texts that use language and text structures that are inventive and often multilayered.

Standard #3-Students will read, write, listen, and speak for critical analysis and evaluation at the commencement level.

Benchmarks/Performance Indicators: Literature Readings, Learning Logs, Text Readings, Oral Presentations, Internship Experience Evaluations.

  1. Listening and reading to analyze and evaluate experiences, ideas, information, and issues requires using evaluative criteria from a variety of perspectives and recognizing the difference in evaluations based on different sets of criteria.
  1. Speaking and writing for critical analysis and evaluation requires presenting opinions and judgments on experiences, ideas, information, and issues clearly, logically, and persuasively with reference to specific criteria on which the opinion or judgement is based.

Standard #4-Students will read, write, listen, and speak for social interaction.

Benchmarks/Performance Indicators: Leadership Program, Teamwork Project, Industry Profile Project, Internship Experiences.

  1. Oral communication in formal and informal settings requires the ability to talk with people of different ages, genres, and cultures to adapt presentations to different audiences, and to reflect on how talk varies in different situations.
  1. Written communication for social interaction requires using written messages to establish, maintain, and enhance personal relationships with others.

Learning Experiences

Declarative Knowledge

What declarative knowledge should e in the process of acquiring & integrating? As a result of the unit, the student will know or understand…

What experiences or activities will be used to help students acquire & integrate this knowledge?

What strategies will be used to help students construct meaning, organize and/or store the knowledge?

Describe what will be done.

 Qualities of Leadership, Leadership Styles and Management

Teamwork in business, Functional and cross-functional teams

Forms of Business Ownership

Business Management Operations (small & large)

Appropriate and ethical behavior in the workplace

Participation in Individual Leadership Project: Class Discussions, Text and literature readings, student Research, Oral Presentations, role plays, peer critiques Technology: Internet research and word processing software

Participation in Teamwork Project: Class discussions modeling, create a presentation on chapter section to class along with activity and study guide sheet, and design of team quiz

Participation in entrepreneurship Project: Text and literature readings class discussion, creating a new business, writing an advertisement

Ongoing internship experience at worksite, interview mentors, modeling, researching, obtaining, and assembling information from worksite, designing an individual industry profile project reflective of internship experience, (multi-faceted) text readings

Internship experience, modeling researching cooperative learning role plays writing exercises case studies Literature readings (drama)

 Connection to prior knowledge (3 day seminar), modeling, work place mentoring, graphic organizers, examples of student's work

Connection to prior knowledge (3 day seminar) textbook, literature text cooperative learning

Brainstorming techniques, graphic organizers, note taking, learning partners, textbook, Internet, PowerPoint Presentation, modeling

Connection to prior knowledge, Textbook, Computers/software, Mentors, Sample Projects, Cooperative Learning, Three Minute Pause, Graphic Organizers, Technical writing: outlines, historical report, interview questions and summary of interview, reflective report, timeline

Connection to prior knowledge, Graphic Organizers, Demonstrations

Each week one leader will research one of the following topics: Management, Leadership, Teamwork, and Ethics in Business. Students will write a report and give an oral presentation critiques by peers and instructor. The students will have the autonomy to choose one of the following modes to deliver their presentation: tell a true story, create a role play, show a video, read a poem or teach a lesson.

Students review the chapter in teams; taking turns restating information to each other. Teams will prepare a short oral presentation (based on their section of the chapter), prepare visual aids and a study guide sheet for peers.

In small groups, students will brainstorm ideas for new businesses, select a business to start, outline a business plan, create a mini slide show (PowerPoint) to promote their "new business".

Students will create a multi-faceted Industry profile Project reflective of their individual worksite.**

 **a)Historical Profile of Industry-Report with Timeline b)Operations Flowchart-customers, vendors, product/service c)Organizational Chart d)Conduct Interview of manager and employee e)Reflective report f)Oral presentation with handouts, visual aids.

Students will participate in drama "Let Me Hear you Whisper".

Students will create their own manual on ethical behavior for the business they started with the entrepreneur project.

Students will create case studies on appropriate workplace behaviors.

 

Learning Experiences

Procedural Knowledge

What procedural knowledge will students be in the process of acquiring & integrating? As a result of this unit, students will be able to:

What will be done to help students construct models, shape & internalize the knowledge?

Describe what will be done.

 Create and interpret an operations flowchart

Identify/evaluate possibilities for a new business

Analyze leadership styles and recognize different leadership approaches

Conduct an interview at worksite to analyze perspectives from management level and employee level

Students will synthesize information (recognize relationships); Infer/hypothesize: compare/contrast

Create formal displays

Set of written steps

Teach students to create the flowchart using "thinking aloud" process

Practice and then point out common obstacles/errors

Students will give oral presentation on individual projects

Rubrics (oral and written and visual)

Set of written steps

Provide a variety of situations for students to go through this process

Researching techniques

Connection to prior knowledge (3 day seminar)

Graphic Organizers

Rubrics (oral and visual and written)

Practice with variations

Think aloud

Set of written steps

Point out common mistakes and suggestions for improvement

Graphic Organizers/note taking

Class discussions

All products completed for Industry Profile Project

Each student will create an operations flowchart representing vendors, sponsors, customers, and product/service of their worksite.

Instructor will provide samples of charts, graphic organizers, outlines, and "Project" handout.

The format of chart is up to the individual student, however, suggestions will be provided for guidance.

In small groups, students will brainstorm ideas, identify a new business to start, create a business plan, mission statement, and advertisement for their new business.

Students will participate in Leadership Program. Students will receive several variations in format for presentations. Each student will choose a topic to research, write a report, and then give an oral presentation on topic. A few topics include leadership and leadership styles, TQM, and management Peer Review and instructor review.

Students will interview two individuals from their worksite; an employee and a manager.**

 **Questions will be created by teams of students. Practice interviews in class and then students will conduct interview. Students will create a comparison chart (overhead or poster) to present to class and report out their findings to the class.

Students will assemble all products completed from this project into a formal display. Products must be organized and professionally presented, with handouts or visual aids. Students will assess each other's products in addition to the instructor.

 

Learning Experiences

Extending and Refining

What knowledge will students be extending and refining? Specifically, they will be extending and refining their understanding of…

What reasoning process will they be using?

Describe what will be done.

 Leadership: Comparing and Analyzing Perspectives

Teamwork, Being an Effective Team member, and TQM Comparing, Classifying, Inductive Reasoning, and Constructing Support

Business and Industry Operations: Comparing, Classifying, Deductive Reasoning

 Comparing

 Classifying

 Inductive Reasoning

  • Deductive Reasoning
  • Error Analysis

 Analyzing Perspectives

 Constructing Support

  • Abstracting
  • Other:

Students will find a picture of a contemporary political or social leader and paste the picture to a chart with these headings: Name, Significant Contribution, Significant Risks, and Significant Personal Qualities. As a group discussion, the class will determine what makes each person featured a good leader.

Students who are on sports teams will discuss thoughts about how teamwork helps athletes perform better. Students with part-time jobs will share their teamwork experiences. Students will compare and contrast the two situations.

Students will complete Teamwork Questionnaire by interviewing their mentor at their worksites to identify functional and cross-functional teams, describe how teamwork is implemented, and understanding how working as a team member in school prepares them for today's business world.

Students will produce written documents and various flowcharts, and other graphic representations of the operations at their own individual worksite. All types of businesses will be represented by the class through these oral presentations and information will be compared through group discussions.

 

ELEMENTS:

4-Mastery (95+)

Student successfully completes the task thoroughly, is precise, in-depth, well-documented, accurate information presented, and successfully completes it independently in a consistent manner. Organization and planning is logical and consistently maintained. The overall outcome is highly effective.

3-Proficient (85-94)

Student adequately completes task, and in a frequent manner. Information is substantial and appropriate. Most of the time information is well documented and correct. The student completes task with minimal assistance. Organization and planning is apparent, yet not consistently maintained. The overall outcome is effective.

2-Competent (Minimum Competency level 75-84)

Student does not successfully complete all components or aspects of the task. Student is inconsistent and sometimes does not complete entire task or components of task are missing. Information is not well documented or correct. The student can complete task with moderate assistance. Organization and planning is not clearly apparent or consistently maintained. The overall outcome is moderately effective.

1-Below Satisfactory (work in progress 74 and below)

Student has not successfully completed the task; work is incomplete. Student has misconception or misunderstanding of task. Student rarely or never completes assignment. The student can complete task but only with considerable assistance. Organization and planning in not evident at all. The overall outcome is ineffective.

Planning Guide

 

Unit:

Step 1

Step 2

Step 3

What knowledge will students be using meaningfully? Specifically, they will be demonstrating their understanding of and ability to...........

What reasoning process will they be using?

Describe student's products and performances and the criteria for evaluation.

 

[ ] Decision Making
(selecting from seemingly equal alternatives or examining the decisions of others)
[ ] Problem Solving
(seeking to achieve a goal by overcoming constraints or limiting conditions)
[ ] Invention
(creating something to meet a need or improve on a situation)
[ ] Experimental Inquiry
(generating an explanation for a phenomenon and testing the explanation)
[ ] Investigation
(resolving confusions or contradictions related to a historical event, a hypothetical past or future event, or to the defining characteristics of something)
[ ] Systems Analysis
(analyzing the parts of a system and how they interact)
[ ] Other:

Products/Performances

Criteria for evaluation

Rubric:

Key Questions:

What are the key elements, traits, or dimensions that will be evaluated?

Are the identified elements of equal importance or will they be weighed differently?

Element #1

Element #2

Element #3

Element #4

Elements


Scale

 

 

 

 

Weights

 

 

 

 

4

 

 

 

 

 

3

 

 

 

 

 

2

 

 

 

 

 

1

 

 

 

 

 NOTE: Rubric or other performance assessment instruments may be used.

 

Constructing a Holistic
Scoring Tool
(Rubric or Activity Specific Key)

Key Questions:

* How many score points are needed to discriminate among the full range of different degrees of understanding, proficiency, or quality?

This response, product, or performance provides evidence of understanding of concept/principle/generalization or proficiency in skill/process/strategy.

Score Point 4

Score Point 3

[ ]

[ ]

[ ]

[ ]

[ ]

[ ]

[ ]

[ ]

Score Point 2

Score Point 1

[ ]

[ ]

[ ]

[ ]

[ ]

[ ]

[ ]

[ ]

 

Have You Considered These Yet?

Learn to Learn Skills:

 Critical Thinking: listening, reading, and thinking with critical minds to engage in complex thinking

Effective Communicating: clearly, concisely, and accurately both orally and in writing

Self-Directed Learning: organization and time management skill development

Lifelong Learning: students learning all aspects of the industry or industry sector that interests them will be prepared to deal with changes in the workplace, move from one set of responsibilities to another, and transfer skills to other, related industries.

Assessment Modifications:

 Individualized instruction and peer tutoring for students with learning disabilities; access resource teachers at home schools for additional support to students if needed, modifications of project requirements as needed; assistance and consideration during assessment.

Unit Schedule/Time Plan:

 The unit takes approximately 25-30 hours of instruction (or 12-15 class meetings) to complete. This unit is delivered in time blocks of 2 hour class periods with classes meeting twice a week.

Written Overview:

 Completed a one page overview based on the Learning Unit Template as created through Madison Oneida BOCES.