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Slate: The South Carolina Standards-based Lesson/Unit Builder
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Slate: The South Carolina Standards-based Lesson/Unit Builder

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  • 1. CREATIVE TEACHING IDEAS Lesson Plan Template ------Section I: Basic Information------ Author(s): DeLayne Havlovic School/District (if applicable) or University: Omaha Public School District, Omaha Central High School E-mail address: delayne.havlovic@ops.org ------Section II: Lesson/Unit Plan------ Lesson/Unit Title: Accounting Corporate Financial Analysis Project Overview: Students will research a public company and analyze information. This will all be based on company profit, sales, stock price, stock splits, nature of business, competition, product line information/new products, number of employees, number of locations, franchises, etc. (see attached student information page). After students collect this information, he or she will write a three- to four-page report on findings (using Microsoft Word), create a financial spreadsheet and chart of company sales (using Microsoft Excel), and present their findings to the class (using PowerPoint as a visual aide). Time Required to Complete the Lesson/Unit: Two Weeks or 10-days (based on 45-minute class periods) Grade Level: Grades 10-12 (completed at the end of a first-year Accounting or other financial-related course that explores income statements, balance sheets, and corporate financial information). Course: Accounting (First-year course) or similar course that explores income statements, balance sheets, and corporate financial information. Targeted NBEA Standards: • NBEA-Accounting III (Financial Statements) – A (Financial Statement Preparation & Analysis) • NBEA-Accounting-V (Interpreting & Use of Data) – B (Decision Making) • NBEA-Communication – III (Technological Communication) – Level 1 (Basic software application)
  • 2. Objective(s): Objective 1: The students will be able to demonstrate the ability to use and analyze corporate financial statements. Objective 2: The students will be able to translate and draw conclusions regarding financial information into a project report, presentation, and spreadsheet that will demonstrate the financial success of a corporation and provide students with a potential investment analysis tool. Objective 3: The students will be able to use computer technology to effectively communicate a written report of their findings (word processing), financial understanding (spreadsheet), and present their findings to a group (presentation software) Focus Question: • What are the components of an income statement for a corporation? • What items are found on a balance sheet for a corporation? • Why would an individual want to review the financial information of a corporation? • What would one find in the annual report of a corporation? • What career path may one be involved in that involves reviewing corporate financial information? Steps for the Lesson/Unit: Step 1 (Day #1) Teacher Does: Introduce unit – teacher will show examples of annual reports, where and how to find information, set up of report, finding company information online. Student Does: Students obtain project directions, select a company and partner (if desired), student views annual reports, including the annual report of the company they will research. Step 2 (Day #2) Teacher Does: Teacher will demonstrate methods of research and methods of organizing information to prepare report, spreadsheet, and presentation. Student Does: Students will begin project research.
  • 3. Step 3 (Day #3) Teacher Does: Teacher will instruct students on the proper set up of the report, discuss headings and formatting. Student Does: Student will continue research and will begin to prepare the report. Step 4 (Day #4) Teacher Does: Teacher will instruct students on the proper set up of a visual presentation (such as PowerPoint). Student Does: Students will continue to research, prepare report, and will begin to create their visual presentation. Step 5 (Day #5) Teacher Does: Teacher will instruct students on proper set up of financial analysis spreadsheet. The spreadsheet should include a horizontal analysis of multiple years and a chart that illustrates at least one point of information. Student Does: Students will continue to research, prepare report, prepare a visual presentation, and develop a financial analysis spreadsheet. Step 6 (Day #6) Teacher Does: Teacher will guide and facilitate students in the process of completing all project components. Teacher should also provide students tips for an effective oral presentation. Student Does: Students will continue to develop and create all aspects of their project (report, presentation, and spreadsheet). Step 7 (Day #7) Teacher Does: Teacher will continue to guide and provide direction to students in all aspects of their project development. Student Does: Students will continue to develop and create all aspects of their project (report, presentation, and spreadsheet).
  • 4. Step 7 (Day #7) Teacher Does: Teacher will work with students to finalize their projects. Student Does: Students will finalize their projects and will make final plans for their presentation. Step 8 (Day #8) Teacher Does: Teacher will facilitate and assess student-led presentations. Student Does: Students will present their oral presentation and visual presentation to the entire class. Students not presenting will ask questions to bring about effective discussion of each project. Step 9 (Day #9) Teacher Does: Teacher will facilitate and assess student led presentations. Student Does: Students will present their oral presentation and visual presentation to the entire class. Students not presenting will ask questions to bring about effective discussion of each project. Step 10 (Day #10) Teacher Does: Teacher will facilitate and assess student led presentations. Student Does: Students will present their oral presentation and visual presentation to the entire class. Students not presenting will ask questions to bring about effective discussion of each project. Conclusion and Summative Assessment of Objectives: Conclusion: This activity provides students with an opportunity to analyze and understand financial statements from actual companies. The project also incorporates technology applications, such as word processing, spreadsheet, and visual presentation software programs. The efficient and effective use of these programs through the completing of this project will demonstrate an understanding of basic software usage that links directly to financial literacy and application.
  • 5. Resources/Materials/Equipment: Materials: Internet for research, company annual report (may need to be requested from company if not found on internet), computer with necessary software (word processing system, spreadsheet application, and visual presentation software (such as PowerPoint), presentation equipment (LCD projector) for oral presentations. Web Resources: The following web sites are useful for students to locate information related to this project: • Web page of selected company – look for annual report under Investor Relations • www.hoovers.com • www.yahoo.com/finance • www.google.com/finance • www.nyse.com Modification/Variation Strategies: • For students working with a partner, students are required to research and report additional financial data and company details into their spreadsheets, presentation, and report. • Lower-level students can be paired with honors-level students. This provides the honors-level students an opportunity to share their experiences in a teaching mode. • Students can be offered the opportunity of visiting local branches of their corporation, demonstrating or sampling the products of their corporation – possibly sharing with the class, or writing letters requesting additional information to corporate officers. Accommodation: • Utilizing Voice Recognition software for students with the inability to type reports, spreadsheets, and visual presentations. • Time modifications for students with such a stipulation in an IEP. (pages to follow)
  • 6. Student Information Page Accounting Corporate Financial Analysis Project Due Date:______________________ Report: -- The following items must be contained in your report • Double space, use default margins, 10 or 12 point Arial or Times New Roman font style • Total of three to four pages and must contain (You may make each of these a section heading): o Introduction (hint: check out Letter to Shareholders in Annual Report, but don’t copy word-for-word) o Company Profit o Sales Information (Operating Income) o Stock Price (How does it relate to one-year ago (use finance.yahoo.com) o Nature of Business o Competition o Locations (where is company or product sold) o Product Line Information (Including New Products) o Number of Employees o Number of Locations/Franchises, etc. (if applicable) o Who is the CEO, President, & other officers of the company o History of company – this section must be one full page PowerPoint Presentation: • Must be at least 7 slides (8 including title slide) • Must contain facts and information from your report and spreadsheet • This will be presented to the entire class • Include transitions, clip-art, etc. • Must include at least one picture of a product your company sells or something that depicts a service your company provides. Picture should be downloaded from the internet. Spreadsheet: • Must contain at least one chart with five years of data included • Should include most of the following (see teacher if having difficulty finding part of the information – often things are worded differently in annual reports) o Current Closing Stock Price -- use internet to find current price o Net Income (income after taxes) o Operating Income (Before taxes) o Retained Earnings o Amount of taxes paid (tax expense) o Operating Expenses o Merchandise Inventory (ending) o Property, Plant, & Equipment o Total Stockholders’ Equity o Dividends paid o Net Sales (or Net Revenues) o Cost of Goods Sold (Cost of Sales) o Gross Margin (or Gross Profit) o Total Assets o Total Liabilities • Print in Landscape with Gridlines • In Header, include Your Name, Date, Class Period, and Name of Company
  • 7. Research Report : Accounting Corporate Financial Analysis Project Name:______________________ Company Name:__________________ CATEGORY 4 3 2 1 Report – All Information on Information is Some information is Information is stated directions sheet is all mostly all present present missing major present & well and fairly well components requirements organized organized according to are met requirements Report – Grammar and Grammar and Grammar and Grammar and Grammar and spelling is entirely spelling errors are spelling errors are spelling errors are correct very minimal excessive overly excessive and Spelling are unacceptable Report – Report is formatted The length of the The length of the The length of the Formatting, per the standards report is slightly report is appropriate, report is not discussed and is the below the standard or but major formatting acceptable per the appropriate correct length per the there are minor errors are present instructions and amount of requirements formatting errors formatting is not information correct Visual All slides are Presentation is Two of the Three of the Presentation – properly formatted, missing one of the previously stated formatting items easy to read, correct previously stated items are missing previously stated are Slides & amount of items missing Formatting information and follows requirements of formatting Visual Visual presentation Some slides have too Presentation is short Slides contain too Presentation – contains the much information one or two slides, but much information minimum number of present, but all other still contains the and/or the Information & slides, and requirements are still proper amount of presentation is Facts information is met information on each missing an excessive properly contained slide present number of slides, per on each slide (slides the instructions do not contain too much detail) Spreadsheet – All formatting Spreadsheet contains There are both minor The presentation is Proper format instructions were one minor formatting formatting issues and missing major followed and charts error or there is a chart issues components of & Proper Chart were developed slight problem with a formatting or Set Up according to chart charting standards provided Spreadsheet – Spreadsheet contains Spreadsheet is Spreadsheet is Spreadsheet is Financial all required financial missing one missing two or three missing major information component of the components of the components of the Information required financial required financial required financial information information information Oral Professional Lacking one of the Both the partners do Presentation is not Presentation presentation style, following: partners not share in the presented at a both members of a do not properly share presentation and professional level presentation group the presentation or questions are not share information questions could be well addressed properly, questions addressed with more are well addressed skill Points Category Value X ________ X ________ X ________ X ________ Total Points

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