Professional Documents
Culture Documents
Design Document
Jessica Horton
Dr. Purcell
Fall 2018
school, located in downtown Savannah, Georgia. The school serves students in Pre-
Kindergarten through 8th grade, and has admissions criteria that must be met in order for
students to be placed in a lottery for available seats. Admission to the middle grades in particular
is highly competitive; students must first meet academic criteria slightly above grade level to
qualify for an audition in one of seven majors. The seven majors are: band, chorus, dance,
orchestra, piano, theater, and visual art. Once students who are academically qualified are
auditioned, they are placed in a rank order by audition scores. Available seats are filled
In the sixth, seventh, and eighth grades, middle school students have one marking period
of instruction in Business and Computer Science. The marking period lasts nine weeks, and
there are twelve standards (with supporting substandards) for each grade level. Students in 6th
grade take BCS 1, students in 7th grade take BCS 2, and students in 8th grade take BCS 3.
There are some standards that are common throughout the three courses. For example, in each of
the three years, students cover word processing software, presentation software, spreadsheet
software, internet safety, and keyboarding. However, when a student enters BCS 3 in 8th grade,
there is a marked shift to more economic-based standards. One of the standards covered is
personal finance.
Typically, I teach elementary aged students and middle school aged students. However,
at the beginning of this past summer, I taught employability skills and financial literacy to high
school juniors, seniors, and recent graduates. These students were part of a program called
Summer 500, in which our city government secures jobs for high school students and provides
them with pre-employment training. As I began to cover the personal finance curriculum with
the high school students, I quickly realized that they were lacking even the most basic
understanding of necessary financial skills. Further, I realized that 11th grade is far too late to
begin teaching our students to be financially literate. Finally, I realized that a learning problem
exists in my 8th grade class: Students need to receive intensive instruction in personal finance,
when in the past, we’d spent very little time on this topic.
In the context of my school, Garrison School for the Arts, financial literacy is critical,
particularly as it relates to college. As I mentioned, all the students in our middle school have
had to pass a rigorous academic review to qualify to audition for admission. The overwhelming
majority of our students, based on their past academic achievements, are likely college bound.
However, not all of our students come from a socioeconomic background in which their parents
will be able to afford to fund their college education. Our students must learn now, before high
school begins, how to financially plan for college and how their academic record can translate to
scholarships. It is essential that they know how to manage money they earn now, and how the
financial choices they make can set the course for their future.
With my new knowledge about the need for earlier intervention with personal finance
instruction, I sought the advice and opinion of my principal. I explained that most of our
students, by the time they finished BCS 2, had mastered the standards of BCS 3 in the areas of
documents, spreadsheets, presentations, internet safety, and keyboarding. I described what I’d
learned from teaching the high schoolers over the summer, and asked for his support in focusing
on personal finance heavily during BCS 3 this year. He wholeheartedly agreed that our students
On the second day of school this year, I gave my 27 BCS 3 students a personal finance
pretest. The scores ranged from 12 percent to 64 percent. The data from this pretest affirmed
what I suspected: our 8th grade students were in need of financial literacy instruction, and they
My learning goal is to have each of my 8th grade students with an increased level of
proficiency in personal finance, and score at least a 75% on the end of quarter post test. I will
Learner Analysis
The primary audience for my instruction will be 27 eighth grade students in the first
quarter of the school year. The students at this point in the year are either 12 or 13 years old. All
of the students are enrolled in Business and Computer Science 3. All students have completed
their education through seventh grade. Of the 27 students, 4 are male and 23 are female.
Typical entry characteristics for my learners include grade level or above proficiency in
both math and reading. Most students understand the importance of personal finance education,
and are familiar with concepts related to financial literacy, though they have not received in
depth instruction in those concepts yet. On the first day of class, I presented a list of the units we
will cover: Saving, Checking, Taxes, Paying for College, Budgeting, Credit, Identity Theft, and
Investing. I asked the students to raise their hands if they felt these topics would be important to
them in high school and the coming years. Every single student raised their hand. I asked them
to keep their hands up if they were interested in learning more about these topics. Every hand
stayed up. This indicated to me that the learners have a high level of interest and motivation for
the topics we’re covering. The students agreed it is a worthwhile personal goal to achieve
financial literacy and plan for college. They prefer to learn in a self-paced format, in which they
can relate each concept and topic to their own unique situation.
Academically, each of the 8th grade students is taking Ninth Grade Literature and
Composition for their English Language Arts class, demonstrating they are capable of high
school level work. Last year, on the Georgia Milestones End of Grade Assessment for ELA, 9
students were exemplary learners, 13 students were proficient learners, 4 students were
developing learners, and only 1 student was a beginning learner. This suggests that one learner
may need additional support in reading comprehension as we move through the units. Last year
on the Georgia Milestones End of Grade Assessment for Mathematics, 7 students were
exemplary learners, 12 students were proficient learners, 7 students were developing learners,
and 1 student was a beginning learner. The student who was a beginning learner may need
scaffolding and support with math skills as we work through financial calculations.
Of the 27 students, 20 are gifted identified. These students may be motivated to delve
deeper into course content, extending their knowledge on subjects of particular interest. Three of
the 27 students receive Special Education services, and have Individual Education Plans. Their
exceptionalities are all defined as Specific Learning Disabilities, and they each receive less than
5 hours of SPED service hours per week. For the first 20 minutes of class each day, these three
Of particular interest and relevance to our curriculum is the number of students who
students, are identified in the State Longitudinal Data System as being economically
disadvantaged. This may mean that they are not as familiar with some of the topics such as
saving and investing, simply because their families may not have as much disposable income for
Task Analysis
The type of task analysis I will be performing is a procedural analysis. In personal
finance, students need to be able to correctly fill out a check to pay an individual or company for
goods or services. In an online, asynchronous environment, the student must be able to follow
simple directions to accomplish this task. Though they will not necessarily be in the presence of
a Subject Matter Expert, materials can be provided so that guidance from the expert will still be
available.
For this task, I will serve as my own Subject Matter Expert (SME). I am qualified to
serve in this capacity as I am a certified educator in the area of Business Education, and have
many years of personal finance experience. I can provide an individual perspective as well as a
V. Click the Youtube link provided in Google Classroom for an overview of the task
you are about to complete and watch the video. The link is
https://www.youtube.com/watch?v=RwC-EMh2-Z4.
VI. Gather your blank check template and a pen, and a pen, and fill out the check as
listed below:
company you are paying. In this case, we are going to practice paying an
1. If there is any blank space at the end of the Pay to the Order of
additions.
C. In the box with a $, fill out the amount to be paid to Georgia Power. In
2. As with the Pay to the Order of line, fill any extra space with a line
D. On the line below the Pay to the Order of Line, write out in words the
denominator.
3. As with the last two sections of the check we’ve written, draw a
line to fill any empty space all the way to the end of the line.
E. On the Memo line, write your account number for easy reference when the
another person.
Instructional Objectives
1. By the end of this session, the student will be able to accurately fill out a blank check
template, simulating the real-life activity of paying an electric bill. (This learning
2. By the end of this session, the student will be able to consistently eliminate blank space
template, simulating the real-life activity of paying an electric bill. cognitive domain).
3. By the end of this session, the student will be able to design a personal signature that is
difficult for other individuals to forge. (This learning objective is in the cognitive domain
domain).
Assessments
There are two brief assessments that can be utilized to determine if the students have met
the instructional objectives of this activity. All three of the objectives will be evaluated using
both of the assessments. The first assessment is a rubric which evaluates the performance task of
filling out a blank check accurately. The second assessment is a brief quiz to check for
understanding of the content of the video. Utilizing more than one type of assessment provides
learners with more than one way to show what they’ve learned, which promotes differentiation.
Below is the rubric for the performance task, which is the student writing the check and
Criteria
Check is filled out Three or more errors Most information is All required
accurately in filling out the filled out accurately, information is filled
blank check with only 1 or 2 out accurately
errors
Blank space is filled No blank spaces are Some blank spaces All blank spaces are
filled with a are filled with a filled with a
placeholding line placeholding line placeholding line
Personal signature is The signature is The signature is not The signature is not
satisfactory easily forged and easily forged but too easily forged and very
indistinctive difficult to verify for distinctive
authenticity
Below is the quiz in Google forms that students will take and submit electronically.
Answer Key:
1 - Today’s date
2 - In numbers
3 - It prevents fraud
4 - No
5 - The bank will use the signature on file to make sure your check wasn’t forged by someone
else.
6 - Answer varies - It is important to fill any space so the check can’t be fraudulently changed.
7 - Answer varies - Having a signature that is distinct and hard to replicate provides an extra
Objective #2 : By the end of this session, the student will be able to consistently eliminate blank
Initial Presentation: Students will watch a video that demonstrates a check being filled
out and all blank space being filled in. The video contains an explanation as to why that is
important, which is to prevent tampering and the modifying of the original content.
Generative Strategy: The students will use their own blank checks to recall how to
completely fill blank space, and apply it to their own blank checks.
Objective #3: By the end of this session, the student will be able to design a personal signature
Initial Presentation: As part of the same video, the student will watch as a signature is
Generative Strategy: The students will use their own blank checks (and possibly blank
paper) to practice and perfect writing their signature in such a way that they can reproduce it
Differentiation: Students can write their name in any form that is most comfortable.
Objective #1: By the end of this session, the student will be able to accurately fill out a blank
fill out a blank check properly. They will be provided with a sample electric bill and asked to fill
out a check for payment completely and properly using the information on the bill.
Strategy: Demonstration
Differentiation: Students will need to revisit the video and focus on different concepts
Generative Strategy: The students will recall the steps used to write the check, as
demonstrated in the video. They will apply the rules they learned to their own blank checks and
Differentiation: Some students will be able to fill the check out without revisiting the
video, all in one action. Some students will need to watch part of the video, pause, and apply,
This learning segment provides differentiation to meet the needs of individual learners.
The content is scaffolded in such a way that smaller pieces of information can be processed. For
example, the student learns the importance of filling blank space and creating a unique signature
before the overarching task of writing the final check is completed. Product differentiation is
emphasized by the use of hands-on learning in the act of the student physically writing a check.
Gaining the attention of learners: Students will be engaged throughout the learning
segment by watching actual videos of how a bill is paid by check. They will be able to apply
what they see in the video on their own blank checks. The blank checks they used were designed
by the students themselves in an earlier lesson, and gives them a feeling of ownership.
Inform the learners of the objectives: Before the students begin the lesson, they will view
a Google Slide Deck which has the standards, objectives, and I can statements clearly listed.
Activate relevant prior knowledge: I will remind the students of the parts of a check that
we learned when we designed our own checks. Further, we’ll discuss what bills are and how
they’re paid.
Deliver content to learners: All content will be delivered through our Google Classroom.
Links and instructional materials will be uploaded to the Classroom for student use.
A formative evaluation plan will be in place to assess the content appropriateness and
accuracy, completeness, and usability and appeal of my instruction. The evaluations will be: a
review from a subject matter expert including a survey, and a small group trial culminating in a
learner survey.
My subject matter expert will be Amy Perry, a certified educator in the field of Business
Education. Mrs. Perry has over 10 years of experience in the Business Education classroom, and
is now a district expert in the field. She has taught the financial literacy component of business
courses to middle and high school students. Each summer, she supervises a staff of 20 teachers
who provide free personal finance courses to high school juniors and seniors.
information that I can use to further refine my instruction. The students will be asked to respond
to a survey at the end of the unit that will describe their experiences related to the time to
complete the segment, the ease of use and appeal of the materials.