3 01

Computer Applications I
6411
Unit B Overview
Software Applications for Business

Unit B carries a course weight of ninety percent. It is presented in three competencies and six
objectives. The point of these objectives is to teach understanding of the components,
characteristics, and uses of business documents and publications, spreadsheet formulas and
functions, charts, and database objects, and methods of multimedia presentation delivery and
development.
Students are using APPLY (C3) as a means to UNDERSTAND (B2) the content of this unit.
Following procedures/guidelines (APPLY C3) for developing business documents, publications,
spreadsheets, and databases, provides necessary relevance that enables student
UNDERSTANDING (B2).
Competency 3.00 – Understand documents and publications used in business.
Objective 3.01: Understand business documents. The purpose of this
objective is for students to be able to differentiate between different types of
documents used in business and determine the most appropriate document for a
given situation. In the first part of the objective, students will learn text,
paragraph, and page formatting techniques and why they are applied to
documents. In the next part of this objective, students will learn the uses and
components of common business documents. Students will determine which
document is appropriate in a given situation and apply appropriate formatting to
produce professional quality documents.
Reinforcement activities from Glencoe Microsoft Office 2003 have been added in the
Instructional Activities section of the guide. The activities may be used as needed. A
culmination project has also been provided at the end of the guide. The teacher is the best
judge of when and if to include the activities presented in the culmination project. Each
activity of the project may be inserted after the corresponding lesson or the entire project
can be saved until all documents have been introduced and practiced. Teachers may add
additional activities and are encouraged to collaborate via the yahoo business educators
group by emailing them to NCBEteachers@egroups.com.

Objective 3.02: Understand business publications. In this objective students
will examine common types of publications used in business and the purposes of
each. They will also learn about design principles as they apply to business
publications and how to tailor a publication to the characteristics of the target
audience.

6411 – Computer Applications I Summer 2008, Version 2 Unit B Overview

Competency 4.00 – Understand spreadsheets, charts, and graphs used in business.
Objective 4.01: Understand spreadsheets used in business. In this
objective, students will learn how and why to format a spreadsheet as well as
how to manage and communicate data through the application of formulas and
functions.
Objective 4.02: Understand charts and graphs used in business. In this
objective, students will examine common charts used in business. Based on
their understanding of the characteristics of each chart and how each chart is
used to convey data, students will be able to describe which charts are the most
appropriate means of data representation.
Competency 5.00 – Understand databases used in business.
Objective 5.01: Understand database tables used in business. In this
objective, students will examine the characteristics of database tables, which are
the fundamental building blocks of all databases. They will learn how data is
classified and formatted within tables and how tables are arranged within
databases to organize information. Students will also examine the functions and
characteristics of database relationships. Finally, students will learn how raw
data can be imported into a database table.
Objective 5.02: Understand database queries, forms, and reports. These
objects are examined and compared through student activities to enable
understanding of their functions in a business setting.
Competency 6.00 – Apply procedures to use presentation software in business
Objective 6.01: Understand uses of presentation software and methods of
distribution. In this objective, students will categorize appropriate and
inappropriate uses of multimedia presentations and methods of presentation
delivery and distribution.
Objective 6.02: Apply procedures to develop multimedia presentations
used in business. In this objective, students will learn the step-by-step
procedures for developing a multimedia presentation using presentation
software.

6411 – Computer Applications I Summer 2008, Version 2 Unit B Overview

6411
COURSE Unit B Software Applications for Business
Computer Applications I
Understand documents and publications used
COMPETENCY 3.00 B2 32%
in business.
OBJECTIVE 3.01 B2 22% Understand business documents.

• Why is formatting applied to fonts, paragraphs, and pages?
• What documents are commonly used in a business setting?

ESSENTIAL • What are appropriate formatting guidelines for business documents and why is
QUESTIONS formatting important?
• Which business document is the most appropriate means of communication in a
given business situation and why?
• How are support tools used in word processing?

Student goals for this objective:
• Format fonts, paragraphs, and pages consistently and in accordance with current
formatting guidelines
• Use business documents to effectively communicate information
• Decide which document is appropriate in a given situation and format the document
using the appropriate components and with a professional appearance that is consistent
with the policies set forth by the business or industry for which the document is prepared
• Note: Because organizational preference dictates specific placement of components,
emphasis in this objective is placed on students’ ability to differentiate between
documents and their inherent components and to format them with a professional
appearance free of grammar and spelling errors
UNPACKED CONTENT
I. Introduction to Formatting, Alignment, and Page Setup
A. Font formatting – appearance, size, and attributes of text. The format chosen
for font is important for communication purposes
1. Bold – used to emphasize a specific word
2. Italics –used to indicate book titles and other published works
3. Underline – used to indicate links to web pages and should be reserved
for that purpose in most cases
4. The accent symbol, such as in the word résumé is used to indicate
emphasis during pronunciation
5. Style – a format tool used to apply global font formats to text
6. Subscripts and superscripts – used respectively in chemical definitions,
such as H2O, and for footnotes or reference purposes, such as in
Webster’s Dicitonary1
7. Small caps may be used to format titles or headings in a document

6411 – Computer Applications I Summer 2008, Version 2 Unit B – 3.01 – page 96

UNPACKED CONTENT

8. A serif font is one that has small attributes at the tips of each letter, often
used in the body of a letter or report
9. A sans serif font does not include the attributes at the tips of each letter,
commonly used in title texts
B. Paragraph formatting–arrangement of text within paragraphs on a page
Properly and uniformly formatted paragraphs are also important for
communication purposes
1. Indents – used to indicate a new paragraph and offset long quotes
2. Line spacing can be set for single, one and a half lines, double, or triple
3. Borders and shading are used together or separately to emphasize a
specific textual element in a document
4. Bullets/numbers are used to list items
a. Use bullets when the items are non-sequential
b. Use numbers for procedural lists that must be accomplished in a
specific order
5. A hanging indent is most often used in reference materials
• The first line of a hanging indent begins at the left margin and all
remaining lines of the paragraph are indented five spaces from the left
margin
6. Endnotes/footnotes – used to add reference and commentary
information to textual content
a. Endnotes are source references that are placed on a Notes page
at the end of a document. Within the document, each reference is
indicated by a superscripted number or symbol
b. Footnotes are source references that are placed at the bottom
(foot) of the same page and are indicated by a superscripted
number or symbol within the document
7. Cut and paste is a tool used in paragraph formatting that allows the user
to move text from one location to another
8. Paragraph headings are keyed in bold and followed by a period at the
beginning of a paragraph to give the reader a quick idea about the
content of the paragraph
9. Tabs are used to align and organize data into groups and subgroups
a. A left justified tab allows text to be aligned on the left margin
b. A right justified tab allows text to be aligned at the right margin
c. A dot leader tab places a series of periods between two sets of
tabs or a tab and a margin
10. Tables – used to arrange text in columns and rows and are helpful in
presenting, organizing, and clarifying information
C. Page formatting – arrangement of text on a page. The arrangement of text on a
page is the culmination of text and paragraph formatting that presents the final
picture and communicates a message to a reader


UNPACKED CONTENT

1. Margin – the amount of white space around the sides of a document
2. Page orientation –landscape (wider than tall) or portrait (taller than wide)
3. Headers and footers add global information to a document, such as
page numbers and document titles
4. Page breaks may be manual or automatic and are used to manage the
content on a page
a. A soft page break occurs automatically through the word wrap
feature of the word processing software and text is simply
continued to the next page when the space on the previous page
is exhausted
b. A hard page break is performed manually when a new page is
needed for a break or change in content
5. Columns are used to format text for documents such as newspapers and
newsletters
6. Borders are used in page formatting to add lines around text or graphic
images
II. Business Documents - Business documents are formats and methods of
communication. In business, many documents are used and each has a specific
purpose and consists of specific components
A. Résumé
1. Purpose – a brief and accurate summary of educational and work
experiences used when applying for a job
2. Components:
a. Identifying information – name, address, phone number(s),
email address
b. Education
i. Listed in chronological order beginning with the most
recent
ii. If not graduated yet, list date of expected graduation
iii. Include courses enrolled that directly relate to the position
sought
c. Experience or Employment history - Listed in chronological
order, beginning with most recent
d. References – Listed with permission of the reference
e. Optional Information
i. Objective – A concise statement of your purpose, usually
addresses a specific job
ii. Activities and interests, such as reading, skiing, hiking,
Boy Scouts, choir, and fishing, etc.
iii. Community service such as volunteering at the local
hospital or animal shelter, Big Brother, tutoring, etc.


UNPACKED CONTENT

iv. Awards and recognitions that indicate leadership ability,
service to others, expertise
v. Languages spoken – especially applicable when applying
to companies with international holdings and interests or in
communities with diverse cultures
B. A business letter is
1. Purpose - a form of communication used to convey a formal message
to one or more parties
• Examples of uses:
o Company’s communication to stockholders
o Superintendent’s communication to parents
o Bank’s communication to customers
2. Components (in order):
a. Letterhead (optional) – preprinted information in the header and
sometimes in the footer that usually contains the company name,
address, email address, logo, and other contact information
b. Dateline – the date the letter is written, spelled out, such as April
30, 2010, not 4-30-2010
c. Attention line (optional) – keyed on the first line of the inside
address and used to address a specific person or job (Sales
Manager) within an organization
d. Inside address – the name of the addressee, name of the
business, street address, city, state abbreviation, and zip
e. Salutation – the greeting, such as Dear Mr. Cox
f. Subject line (optional)
i. Keyed below the salutation because it is considered part of
the message
i. Key the word Subject in all caps, followed by a colon and
the topic, also in all caps
ii. Used to give the reader a quick overview of the topic
g. Message – the letter content. Key paragraphs in single space
format with a double space between
h. Complimentary closing – the goodbye, such as Sincerely
i. Company signature (optional) – the keyed name of the company
in all caps, placed a double space below the complimentary close
j. Writer’s signature block – the author’s name and title, which
may be keyed on one or two lines, depending on length
k. Reference initials – the initials of the typist of the letter and
sometimes the author as well (keyed first)


UNPACKED CONTENT

l. Enclosure notation (optional) – indicates that another document
is included with the letter. Sometimes the enclosures are
identified. Example: Enclosure: Résumé
m. Copy notation (optional) – indicates the names of other parties
who have received copies of the letter.
C. Personal business letter
1. Purpose – correspondence between an individual and another individual
or a corporate entity, sent as a hard copy or as an email attachment
• Examples of use:
o Formal thank you note
o Letter of complaint
o Letter of application to accompany a résumé
2. Components: Same components as those required of a business letter
AND the return address of the author at the top of the document
D. A memo is a
1. Purpose – a form of communication used within an office, business, or
organization, which deals with subjects of permanent record, such as
a policy notice or a change in office procedures. Emails, on the other
hand, are considered temporary communication. May be sent as a hard
copy, as an email, or as an email attachment
• Examples of use:
o Communicate a hiring policy to office managers
o Communicate a severe weather policy to employees
2. Components:
a. Date
i. May be keyed first either at center point or at the left
margin
ii. Spell the date out – April 30, 2010, not 4/30/2010
b. Headings
i. TO – addressee(s)
ii. FROM – sender(s)
iii. DATE – if not keyed at the beginning
iv. SUBJECT – brief summary of memo content
c. Body – message
d. Writer’s name and signature (optional)
i. Used to authenticate the memo
ii. OR Author may authenticate by writing his/her initials
beside his/her name in the headings section


UNPACKED CONTENT

e. Special notations (optional) – such as attachment or copy
notation
E. An agenda
1. Purpose – a list of items to be discussed or acted upon, prepared before
meetings, events, and conferences
• Examples of use
o Topics that will be covered at the next staff meeting
o Topics and speakers that will present at the next board
meeting
2. Components:
a. Heading section – the organization name, date, location, and
time of the meeting centered at top
b. Body – time slots, topics, and speakers/presenters
F. Minutes
1. Purpose – used to describe the discussions, decisions, and actions that
occurred during a business meeting
• Examples of use
o Detailed minutes from a company meeting of stockholders
including the pros and cons of each discussion point
o The minutes of the State Board of Education
o A meeting of the PTSA Grounds Committee to decide where
to plant shrubs
2. Components:
a. Heading information
i. Name of organization or committee
ii. Type of meeting, for example Regular Board Meeting
iii. Date and time of meeting
iv. Location of the meeting
b. Call to Order – formal declaration by the chairperson of the
meeting that it has officially begun
c. Approval of Minutes – review of previous minutes by board
members
d. Committee Reports – progress reports presented by sub-
committee chairs
e. Old Business – unresolved discussions from a previous meeting
f. New Business – new topics and issues
g. Adjournment – notation of who adjourned the meeting
h. Signature line for recording secretary


UNPACKED CONTENT

G. Research report (MLA)
1. Purpose – a multi-page document that usually contains several sub-
topics of information related to one main topic
• Example of use:
o A marketing research report summarizing the supply and
demand statistics for a new product
2. Components
a. Title page (optional) – includes the name of the document,
writer’s name, teacher/professor’s name (optional), and date of
publication
b. Title – (required) – the identifying information keyed in the top left
margin of the report
c. Header –writer’s last name and the page number
d. Body – the content
e. Parenthetical citations –reference note keyed in the body of the
report
f. Endnotes/Footnotes – another type of reference format used in
reports, but recommended for use only when necessary to add
commentary or clarify
i. Endnotes are typically used to add commentary
ii. References are used to cite a source
g. Works Cited – a complete listing of references cited
parenthetically in the report and keyed on a separate page
h. Notes – a complete list of resources and references used to
accompany endnotes and keyed on a separate page
H. Table of contents
1. Purpose – used to accompany a report, document, or manuscript to list
the topics and subtopics in the order in which they occur
• Example of use:
o Chronological listing with page numbers of contents of an
accompanying research report
2. Components
a. Table of Contents (title)
b. List of topics and subtopics and their respective pages
c. Page number – in roman numeral style at the bottom of the page
III. Software support features are tools inherent in a software package that add efficiency
and reduce unnecessary duplication of repetitive tasks in document processing
A. Mail merge is a feature that allows a user to create mass mailings of letters,
mailing labels, and other documents and personalize the information in each


UNPACKED CONTENT

B. Macros are tools that allow a user to program repetitive tasks into the computer’s
memory so that they can be quickly accomplished with the touch of a couple of
keys that the user has selected
C. Track changes is a feature used when editing documents that allows the user
and other editors to view changes that have been made to the document
D. Search and replace is a feature that allows global edits to a document
E. Styles are global formats for headings and other text within a document
F. The format painter is a feature that allows a user to copy the format of text to
other areas in a document
G. Comments is a feature used to add editorial remarks to a document
H. Templates and Wizards are features used to automate the creation of
documents. A template contains fields that are completed by the user. A wizard
uses a template and adds helpful prompts for the user


INSTRUCTIONAL ACTIVITIES

Instructional Activities Relevancy Resources
1.  Distribute What Do You Know About Font  Introduces/ reviews  What Do You
Formatting? to students and instruct them font formatting, Know About
to complete the activity to the best of their provides practice and Font
ability allows teacher to Formatting?
 Tell students that it’s okay if they don’t assess student activity and key
know how to apply all of the formats and mastery level of font
that this activity is simply a demonstration formatting
of what they know at this moment in time  This activity determines
 Allow several minutes for students to work the level of instruction
independently needed related to font
formatting
 Discuss the difference between serif and
sans serif font  Students will be able to
visualize the various
 Using a digital projector, invite student
formatting styles
volunteers to take turns demonstrating and
describing the procedures used to format  Helps students
each item in the activity UNDERSTAND (B2)
font formatting
 For any items that students are unsure
about, take over as demonstrator and
discuss the process used to apply the
format
 Monitor/facilitate students as they follow
along at their computers
 Once the class has completed the activity
together, instruct students to work
independently and provide their own
examples of each item in the What Do You
Know About Font Formatting? activity
and describe why each format is used
 Provide instruction for saving and
submitting their work
 As a class, discuss why each format is
applied, such as why underline is reserved
for hyperlinks and web pages, and allow
time for students to confirm or edit their
answers on the activity sheet

Continued on next page



2.  Distribute the Guided Practice:  Helps students  Guided
Paragraph Formatting activity to students UNDERSTAND Practice:
 Using a digital projector, discuss and (B2)paragraph Paragraph
demonstrate how to apply the paragraph formatting Formatting
formats while students follow along at their  Helps students activity and key
computers UNDERSTAND (B2)
 Upon completion of the activity, ask the various formats
students to compare their previous used in business
knowledge to what they learned in this documents and the
activity reasons for formatting
 Did they learn new formatting
techniques?
 If so, what were they?
 What purpose does a dot leader tab
serve?
 Discuss the difference between a source
note and a footnote
 Demonstrate how to format a footnote and
a source note
 As a class, discuss why the specific
formats were applied in this activity and
allow students time to record notes on their
activity sheet
 For example, paragraphs are indented
to help the reader transition to the next
topic
 Bullets are used to help organize
information and make it more user-
friendly for the reader
3.  Distribute Independent Practice:  Helps students  Independent
Paragraph Formatting to students. UNDERSTAND (B2) Practice:
Instruct students to complete the activity formats used in Paragraph
independently business documents Formatting
 Monitor/provide assistance as needed and the reasons for activity and key
formatting
 Facilitate a class discussion using the
questions listed at the end of the activity
 Instruct students how to save and submit
their work
Reinforcement activities may be found in Lesson (Less.). 2, Ex. 4, 5, 8, 11, 12, 14, & 16 of Glencoe
Microsoft Office 2003 (for paragraph formatting)



4.  Preparation: Prepare several tables  Helps students  Examples of
ahead of time to use in class demonstration UNDERSTAND (B2) tables in
 Demonstrate the basics of table formatting the principles of various formats
as students take notes on the Table formatting word from textbooks
Formatting Notes page processing documents or other
sources
 Guide students through the development of
teacher-generated tables that have the  Table
following features: Formatting
Notes
• Basic two row and two column
• Basic three column and two row with a
title merged across the cells at the top
• Shaded column and row headings
• Various borders
• Various cell alignments
• Merged cells
• Adjusted column and row widths
• Added and deleted columns
 Discuss why tables are used and why
formatting is applied
 For example, why are column headings
usually centered?
 Why is the information arranged in
columns and rows?
5.  Distribute Guided Practice: Table  Helps students  Guided
Formatting to students UNDERSTAND (B2) Practice: Table
 Using a digital projector, discuss and formatting for business Formatting
demonstrate the activity while students documents activity and key
follow along at their computers  Describes expectations  Table
 Monitor and provide assistance as needed for formatting tables Formatting
Rubric
 Distribute the Table Formatting Rubric to
students
 Review the rubric with students to deliver
expectations for keying tables



6.  Distribute Independent Practice: Table  Helps students  Independent
Formatting to students and instruct them UNDERSTAND (B2) Practice: Table
to complete the activity as directed the purpose and Formatting
 Monitor students while they complete the components of tables activity
activity and assist as needed through independent  Table
practice, application, Formatting
 Once students have completed the activity,
discussion, and Rubric
follow up with the question, “What purpose
reflection
do you think tables serve?”
Reinforcement activities may be found in Less. 5, ex. 4 & 9 of Glencoe Microsoft Office 2003 (for
tables)
7.  Preparation: Distribute the Guided  Helps students   3.01
Practice: Page Formatting file to UNDERSTAND (B2) Documents/GP
students ELECTRONICALLY how to format pages Page
 Distribute Guided Practice: Page Formatting
Formatting Instructions to students   3.01
 Using a digital projector, discuss and Documents/GP
demonstrate the page formatting as Page
directed while students follow along at their Formatting key
computers  Guided
 Discuss why each format is applied Practice: Page
Formatting
 For example, paragraph headings are
Instructions and
used to describe the main topic of the
key
paragraph to which they are attached
8.  Preparation: Distribute the IP Page  Helps students   3.01/
Formatting file to students UNDERSTAND (B2) Documents/IP
ELECTRONICALLY (located in the 3.01 formats used in Page
Documents folder) business documents Formatting
 Distribute the Independent Practice: Page   3.01/
Formatting Instructions to students Documents/IP
 Instruct students to complete the activity Page
independently Formatting key
 Facilitate/provide assistance as needed  Independent
Practice: Page
 Using questions at the end of the activity
Formatting
facilitate a class discussion
Instructions,
 Instruct students how to save and submit Questions, and
their work key
9.  Distribute the Font, Page, and Paragraph  Assesses what  Font, Page, and
Formatting Review activity for students to students Paragraph
complete independently UNDERSTAND (B2) Formatting
 Review answers as a class once all about formatting Review activity
students have completed the activity and key

Reinforcement activities may be found in Less. 2, ex. 1, Less. 3, ex. 12, 13 & 14, Less. 4, ex. 9 & 10,
Less. 5, ex. 3 of Glencoe Microsoft Office 2003 (for page formatting)



10.  Distribute What Do You Know About  Assesses what  What Do You
Business Documents? to students. students Know About
 Instruct students to identify the documents UNDERSTAND (B2) Business
that they know on page 1 of the activity about formatting Documents?
business documents activity and key
 The next two pages of the activity contain a
and previews future
three column table.
instruction about
 Column 1 lists each document that will business document
be discussed, demonstrated, and formatting
practiced in the activities that follow
 Instruct students to write any
information they know about each
document in Column 2
 Column 3 will be used upon completion
of all activities related to business
documents
 Students will take detailed notes about
each document later in the activities that
follow. For now, ask for student input while
reviewing their answers and providing a
broad overview of the use of each
document
 Instruct students to place a check beside
the documents that they correctly identified
 Instruct students to file the activity sheet in
their notebooks for later use
11.  Distribute the Business Documents  Reviews the purpose  Business
Checklist to students and expectations of Documents
• Students should use the document to keying business Checklist
keep track of their completed work and documents  Business
grades  Helps students Documents
 Distribute the Business Documents UNDERSTAND (B2) Rubric
Rubric to students performance criteria
• Business Document Rubric will be
used to assess student performance on
each business document
• Discuss the differences between the
three performance levels



12.  Preparation: Prior to the next activity,   3.01/
send the Document Examples PDF file Documents/
located in the 3.01 Documents folder to Document
students electronically or make it available Examples
to students by placing it on the server
 This file contains examples of each
document listed on the Business
Documents Checklist
 This PDF file will be used as a reference for
students during the demonstrations of
business documents
 Note: The order in which the documents
are taught does not matter
Note: In addition to the reinforcement activities, an optional culmination project has been
provided at the end of the guide. The teacher is the best judge of when and if to include the
activities presented in the culmination project. Each activity of the project may be inserted
after the corresponding lesson or the entire project can be saved until all documents have
been introduced and practiced. Teachers may add additional activities and are encouraged
to collaborate via the yahoo business educators group by emailing them to
NCBEteachers@egroups.com.
Note: The graphic organizers used in the business documents section which follows
contain empty spaces for students to fill in as the information is described and
demonstrated by the teacher. The content for these graphic organizers is located in the
Unpacked Content at the beginning of this objective.
13.  Using a digital projector, display and  Helps students   3.01/
discuss the 2 sample résumés located in UNDERSTAND (B2) Documents/
the 3.01 Documents folder while students the uses and Document
view pages 1-2 of the Document components of various Examples/
Examples PDF file that was sent to them business documents  Examples of
electronically through discussion and résumés from
 Discuss the font and paragraph formats example. Internet,
and the use of white space textbooks, or
 Distribute the Business Document Notes: other sources
Résumé graphic organizer and facilitate  Business
class discussion about résumé Document
components, use, and keying guidelines Notes: Résumé
 Guide students through setting up a Student Notes
resume by demonstrating how to key the
contact information in different font sizes,
adding borders, and adding tabs between
components and their descriptive text.
Allow students to practice and provide
assistance.



14.  Distribute the Independent Practice:  Helps students  Independent
Résumé activity and instruct students to UNDERSTAND (B2) Practice:
use the information from the notes to key the uses and Résumé
the activity components of various  Business
 Follow up with the facilitated discussion business documents Documents
using the following questions: through discussion and Checklist
example.
• What is a résumé?  Business
Documents
• Why is it used?
Rubric
• What are the components of a résumé?
• How should the components be
organized?
• What guidelines should you follow when
keying a résumé?
• Why is accuracy important?
 Instruct students to complete a self-check
using the Business Documents Rubric
before submitting their work
Remind students to check off each
document on the Business Documents
Checklist when completed
Reinforcement activity: p 437 Glencoe Microsoft Office 2003 ( for Résumés)
15.  Instruct students to key a personal  Helps students  Business
résumé and tailor the resume to a job of UNDERSTAND (B2) Document
their interest the uses and Notes: Résumé
 Once completed, students should share components of various Student Notes
their résumés with each other for business documents  No key is
proofreading purposes through discussion and provided for this
example. activity
 (Optional) Invite the CDC to review the
résumés and provide feedback  Business
 Monitor/assist as needed Documents
Checklist
using the Business Documents Rubric  Business
before submitting their work Documents
Rubric
 Remind students to check off each



16.  Using a digital projector, display and  Helps students  Examples of
discuss the 2 sample business letters UNDERSTAND (B2) business letters
located in the 3.01 Documents folder while the uses and from Internet,
students view pages 3-4 of the Business components of various textbooks, or
Documents PDF file that was sent to them business documents other sources
electronically through discussion and  Business
 Distribute the Business Document Notes: example. Document
Business Letter graphic organizer and Notes:
facilitate discussion about the components, Business Letter
keying guidelines, and uses of a business Student Notes
letter.   3.01/
 Guide students through setting up a Documents
business letter by demonstrating margins /Document
and spacing. Demonstrate how to adjust a Examples
letter so that it fits  Independent
appropriately/professionally within the Practice:
margins. Business Letter
 Distribute the Independent Practice: activity and key
Business Letter activity and instruct  Business
students to use the information from the Documents
notes to key the activity Checklist
 Follow up with facilitated class discussion  Business
using these questions: Documents
• What is a business letter? Rubric
• What are the components of a business
letter?
• Why is a business letter used?
• How should the components be
organized?
• What guidelines should you follow when
keying a business letter?
• Why is accuracy so important?
• What are some examples of business
letters used in business?
before submitting their work.
Reinforcement activity: Less 3, ex 1, & p 75-76 Glencoe Microsoft Office 2003 (for Business
Letters)



17.  Using a digital projector, display and  Helps students  Examples of
discuss the sample personal business letter UNDERSTAND (B2) personal
located in the 3.01 Documents folder while the uses and business letters
students view page 5 of the Business components of various from Internet,
Documents PDF file that was sent to them business documents textbooks, or
electronically through discussion and other sources.
 Distribute the Business Document Notes: example.  Business
Personal Business Letter and Letter of Document
Application graphic organizer and review Notes:
the information on the purpose, uses, Personal
components, and keying guidelines for Business Letter
personal business letters Student Notes
 Facilitate a class discussion using the   3.01
following questions: Documents/
• How is a personal business letter Document
different from a business letter in Examples
purpose and format?  Business
Documents
• Why is accuracy important?
Checklist
• What are some uses of a personal  Business
business letter? Documents
 Distribute Independent Practice: Rubric
Personal Business Letter and instruct  Independent
students to complete the activity Practice:
independently Personal
 Monitor/provide assistance as needed Business Letter
 Instruct students to complete a self-check activity and key
 Facilitate a class discussion about the
purpose of a letter of application and the
importance of accuracy and proper
grammar
Reinforcement activity: Less 3, ex 1, & p 75-76 Glencoe Microsoft Office 2003 (for Personal
Business Letters)



18.  Using a digital projector, display and  Helps students  Business
discuss the sample memos located in the UNDERSTAND (B2) Document
3.01 Documents folder while students view the uses and Notes: Memo
pages 6-7 of the Document Examples components of various Student Notes
PDF file that was sent to them business documents   3.01
electronically through discussion and Documents/
 Distribute the Business Document Notes: example. Document
Memo graphic organizer and review the Examples
information on the purpose, uses,
components, and keying guidelines for
memos
 Demonstrate formatting a memo as
students follow along at their computers
 Follow up with a facilitated class discussion
using the following questions:
• Why is a memo used?
• When is a memo used?
• How is a memo used?
• How is a memo formatted?
Reinforcement activity: p 37-38 Glencoe Microsoft Office 2003 (for Memos)



19.  To complete the Independent Practice:  Helps students  Business letter
Memo activity, instruct students to retrieve UNDERSTAND created in
the business letter keyed in Independent (B2).the procedures for Independent
Practice: Business Letter and modify its formatting business Practice:
contents to meet the standards of a memo documents Business Letter
 Describe and demonstrate the procedure  Independent
for retrieving and renaming a file Practice:
 Ask students how they will reformat the Memo key
letter  Business
• Answers should include adding a Documents
heading section, reformatting the date, Checklist
addressee, and sender information,  Business
adding a subject line, and deleting the Documents
salutation and closure Rubric
 Monitor/provide assistance as needed
 Follow up with the question, “What are
some examples of how a memo can be
used?”



discuss the sample agendas located in the UNDERSTAND Document
3.01 Documents folder while students view (B2).the components Notes: Agenda
pages 8-12 of the Business Documents and business uses of Student Notes
PDF file that was sent to them electronically an agenda   3.01
 Distribute the Business Document Notes: Documents/
Agenda graphic organizer while Document
presenting, reviewing, and discussing Examples/
information on the purpose, uses,
components, and keying guidelines for
agendas
 Demonstrate agenda formatting and review
dot leader tabs as students follow along at
their computers
14.  Distribute Independent Practice: Agenda  Helps students  Independent
to students and instruct them to complete UNDERSTAND Practice:
the activity independently (B2).the purpose and Agenda activity
 Monitor students while they complete the components of an and key
activity and assist as needed agenda through  Business
independent practice, Documents
application, discussion, Checklist
and reflection
before submitting their work.  Business
 Remind students to check off each Documents
document on the Business Documents Rubric
 When students have completed the activity,
follow up with the question, “What are some
examples of how an agenda can be used?”
discuss the sample minutes located in the UNDERSTAND Document
3.01 Documents folder while students view (B2).the components Notes: Minutes
pages 13-15 of the Business Documents of minutes through Student Notes
PDF file that was sent to them electronically guided practice   3.01
 Distribute the Business Document Notes: Documents/
Minutes graphic organizer and discuss the Document
purpose, uses, components, and keying Examples/
guidelines
 Demonstrate how to format minutes as



16.  Distribute Independent Practice: Minutes  Helps students  Independent
to students and instruct them to complete UNDERSTAND Practice:
the activity independently (B2).the purpose and Minutes
 Monitor/provide assistance as needed components of minutes Student activity
through independent and key
practice, application, Business
discussion, and Documents
reflection Checklist
 Business
Documents
Rubric
examples of how minutes can be used and
formatted?”
discuss the sample report located in the UNDERSTAND Document
3.01 Documents folder while students view (B2).the purpose and Notes:
pages 19-28 of the Business Documents components of a Research
PDF file business report Report Student
 Distribute the Business Document Notes: through guided Notes
Research Report graphic organizer and practice   3.01
discuss the purpose, uses, components, Documents/
and keying guidelines Document
 Notes: MLA is a style used for reports that Examples/
dictates specific punctuation styles,
abbreviation uses, headings, margins, and
arrangement of text
 (Optional) View MLA PowerPoints at
http://owl.english.purdue.edu/
workshops/pp/MLA.ppt#256,1,Cross-
referencing: Using MLA Format
 www.dianahacker.com/pdfs/Hacker-Daly-
MLA.pdf
 http://owl.english.purdue.edu/owl/resource/557/
01/
 (Optional) Compare MLA and APA formats
and respective uses of each
 Demonstrate how to set up a research
report (title, margins, spacing, etc.) as



18.  Distribute Independent Practice:  Helps students  Independent
Research Report and the ELECTRONIC UNDERSTAND Practice:
file, Documents/IP Research Report (B2).the purpose and Research
activity, to students and instruct them to components of a Reports activity
use their notes to adjust the format research report  Business
appropriately according to MLA guidelines through independent Documents
AND practice, application, Checklist
discussion, and
 Monitor /provide assistance as needed  Business
reflection
 When students have completed the activity, Documents
follow up with the question, “What are some Rubric
examples of how a research report can be   3.01
used in business?” Documents/ IP
 Where can they find help and references Research
for keying a report in a particular format, for Report activity
keying references, and other support   3.01
documents? (for example, Documents/ IP
www.owl.english.purdue.edu Research
Report key
19.  Using a digital projector, display and  Helps students   3.01
discuss the sample table of contents UNDERSTAND (B2) Documents/
located in the 3.01 Documents folder while the format, Document
students view page 29 of the Business components, and use Examples/
Documents PDF file that was sent to them of a table of contents  Business
electronically Document
 Distribute the Business Document Notes: Notes: Table of
Table of Contents graphic organizer and Contents
discuss the purpose, uses, components, Student Notes
and keying guidelines for a table of
contents
 Demonstrate how to set up a table of
contents and allow students to follow along
at their computers
 Review dot leaders



20.  Distribute Independent Practice: Table of  Helps students  Independent
Contents to students UNDERSTAND (B2) Practice: Table
 Instruct students to key the activity the format, of Contents
independently using their notes components, and use activity and key
of a table of contents  Business
 Monitor/provide assistance as needed
Documents
Checklist
 Business
Documents
Rubric
21.  After all business document activities  Reviews and checks  What Do You
have been completed, instruct students to what students Know About
retrieve the What Do You Know About UNDERSTAND (B2) Business
Business Documents? activity and use about business Documents?
Column 3 to reflect on the knowledge they documents through activity
have acquired about each document self-check
 Instruct students to rate their
competency/comfort level regarding each
document as (1) expert, (2) okay with a little
more practice, or (3) clueless
 Use information from the self-ratings to
provide remediation as necessary and use
student “experts” to help those in need.
 More practice with business documents is
provided in the activities that follow.
22.  Distribute the Business Document  Students will  Business
Decisions activity and instruct students to CLASSIFY (B2) the Document
complete the activity independently uses of various Decisions
 Monitor students/provide assistance business documents student activity
and key
 Upon completion of the activity, review
answers with the class
23.  Distribute Document Formatting Review  Reviews and checks  Document
to students and instruct them to complete what students Review activity
the activity independently. UNDERSTAND (B2) and key
 Review the activity with the class once all about formatting
students have finished



24.  Distribute Business Document  Students will  Business
Components to students and instruct them CLASSIFY (B2) the Document
to classify the components by the components of various Components
documents the components represent. business documents activity and key
 Students work independently or in pairs
 Instruct students to cross check/verify their
answers with other students and settle any
disputed information
 Upon completion of the activity, review
answers as a class and note which
documents share components
25.  Distribute Software Support Features  Software
Notes to students and instruct them to take Support
notes as you give a broad overview of the Features notes
software support features included on the graphic
notes page. organizer
 Instruct students that they will continue to
use the Software Support Features Notes
page as each feature is explained in
greater detail through demonstration,
discussion and practice
 Preparation: Prepare class notes about  By using mail merge,  Teacher-
the mail merge feature to explain the students will better prepared notes
following: UNDERSTAND (B2) on mail merge
• the function of mail merge in the the benefits of using (Refer to
creation of letters, mailing labels, mail merge when unpacked
emails, etc formatting business content)
documents  Guided
• how mail merge has impacted the
Practice: Mail
efficiency of document processing
 Prepares students for Merge activity
• the importance of accuracy and how the next series of and key
one error can easily transfer to all activities that focus on
documents in the merge software support
• the components of a mail merge features by introducing
 Distribute Guided Practice: Mail Merge to them to the topics
students and instruct them to take notes
while you explain the mail merge feature
 Distribute Guided Practice: Mail Merge to
students and instruct them to take notes
and follow along with you at their
computers as you discuss and demonstrate
the activity
 Assist students in creating the data table of
addressees



26.  Distribute Independent Practice: Mail  Helps students  Independent
Merge to students and instruct them to UNDERSTAND (B2) Practice: Mail
complete the activity independently the purpose and Merge activity
 Monitor/provide assistance as needed components of a mail and key
merge through Business
independent practice, Documents
application, discussion, Checklist
examples of how a mail merge can be
and reflection  Business
used?”
Documents
 Provide feedback to students upon
Rubric
completion of this activity in the form of a
grade or a requirement to revise
27.  Distribute Guided Practice: Macros to  Helps students  Guided
students UNDERSTAND (B2) Practice:
 Using a digital projector, demonstrate the the benefits of using Macro
activity and allow students to follow along at macros
their computers
 Discuss the impact of macros on document
processing while students take notes
28.  To complete the Independent Practice:  Helps students  No key or
Create a Macro activity, instruct students UNDERSTAND (B2) handout is
to create a macro called Header with the the usefulness of provided for this
following information macros as a formatting activity
• Student Name tool  Student work
should look
• Computer Applications I
similar to
• Unit: headers used in
• Assignment this guide
 Monitor students while they complete the
activity and assist as needed
follow up with the question, “How will the
macro you created assist you with further
assignments?



29.  Distribute Guided Practice: Software  Helps students  Document on
Support Tools to students and describe UNDERSTAND (B2) Telephone
the purpose and function of each support the use, purpose, and Etiquette
tool while students take notes: benefits of software originally
 Track changes support tools through created in
 Search and replace guided practice Independent
Practice: Page
 Styles
Formatting
 Format painter
 Guided
 Thesaurus Practice:
 Comments Software
 Using a digital projector, complete the Support Tools
activity as students follow along with you at activity and key
their computers
 Facilitate a class discussion about the
effect of these tools on productivity and
accuracy
30.  Distribute Independent Practice:  Helps students  Business letter
Software Support Tools to students and UNDERSTAND (B2) originally
instruct them to complete the activity the use, purpose, and created in
independently benefits of software Independent
 Students will need the letter created in support tools through Practice:
Independent Practice: Business Letter to independent practice Business Letter
complete this activity  Independent
 Monitor/provide assistance as needed Practice:
Software
Support Tools
activity and key



31.  Distribute the Document Culmination  Helps students  Document
Project to students. UNDERSTAND (B2) Culmination
 Review the instructions with the class document purposes Project
and components Business
 Distribute and review the Project
Documents
Checklist with the class and assign a due
Rubric (p 63)
date
 Collaboration
 Instruct students to share their printed work
software/
with each other for proofing and make
website
revisions before submitting
(optional)
 (Optional) To save paper and promote 21st
 No key is
Century Skills, allow students to collaborate
provided for the
using wikis/collaboration software
culmination
 (Optional) Allow students to use each project
other as experts when questions arise in
regards to formatting
 (Optional) Send the emails in the project
as actual emails to the students
 (Optional) Edit the emails so that students
have to determine which document is
appropriate for the scenario described in
the email
 (Optional) Develop additional activities as
needed and as time permits


Instructional Activities

What do you know about Font Formatting?................................................................. 125
What do you know about Font Formatting? Key ......................................................... 126
Guided Practice: Paragraph Formatting ..................................................................... 127
Guided Practice: Paragraph Formatting Key .............................................................. 128
Independent Practice: Paragraph Formatting............................................................. 129
Independent Practice: Paragraph Formatting Key ..................................................... 131
Table Formatting Notes ............................................................................................... 133
Guided Practice: Table Formatting ............................................................................. 134
Guided Practice: Table Formatting Key...................................................................... 135
Table Formatting Rubric .............................................................................................. 136
Independent Practice: Table Formatting .................................................................... 137
Independent Practice: Table Formatting Key ............................................................. 138
Guided Practice: Page Formatting Instructions .......................................................... 139
Guided Practice: Page Formatting Key ...................................................................... 140
Independent Practice: Page Formatting Instructions .................................................. 141
Independent Practice: Page Formatting Questions .................................................... 142
Independent Practice: Page Formatting Key .............................................................. 143
Font, Page, and Paragraph Formatting Review .......................................................... 145
Font, Page, and Paragraph Formatting Review Key ................................................... 147
What Do You Know About Business Documents? ...................................................... 149
What Do You Know About Business Documents? ...................................................... 150
What Do You Know About Business Documents? Key ............................................... 152
What Do You Know About Business Documents? Key ............................................... 153
Business Documents Checklist ................................................................................... 154
Business Documents Rubric ....................................................................................... 155
Business Document Notes: Résumé .......................................................................... 156
Independent Practice: Résumé .................................................................................. 158
Business Document Notes: Business Letter .............................................................. 159
Independent Practice: Business Letter ....................................................................... 162
Independent Practice: Business Letter Key................................................................ 163
Business Document Notes: Personal Business Letter ............................................... 164
Independent Practice: Personal Business Letter........................................................ 165
Independent Practice: Personal Business Letter Key ................................................ 166
Business Document Notes: Memo ............................................................................. 167
Independent Practice: Memo Key .............................................................................. 169
Business Document Notes: Agenda ........................................................................... 170
Independent Practice: Agenda ................................................................................... 171
Independent Practice: Agenda Key ............................................................................ 172
Business Document Notes: Minutes........................................................................... 173
Independent Practice: Minutes ................................................................................... 175
Independent Practice: Minutes Key ............................................................................ 176
Business Document Notes: Research Report ............................................................ 177
Independent Practice: Report..................................................................................... 180


Business Document Notes: Table of Contents ........................................................... 182
Independent Practice: Table of Contents ................................................................... 183
Independent Practice: Table of Contents Key ............................................................ 184
Business Document Decisions .................................................................................... 185
Business Document Decisions Key ............................................................................. 186
Document Formatting Review ..................................................................................... 187
Document Formatting Review Key .............................................................................. 188
Business Document Components ............................................................................... 189
Business Document Components Key ........................................................................ 190
Software Support Features Notes ............................................................................... 191
Guided Practice: Mail Merge ...................................................................................... 193
Guided Practice: Mail Merge Key ............................................................................... 196
Independent Practice: Mail Merge .............................................................................. 197
Independent Practice: Mail Merge Key....................................................................... 199
Guided Practice: Macro .............................................................................................. 201
Guided Practice: Software Support Tools .................................................................. 202
Guided Practice: Software Support Tools Key ........................................................... 203
Independent Practice: Software Support Tools .......................................................... 205
Independent Practice: Software Support Tools Key ................................................... 206
Guided Practice: Templates and Wizards .................................................................. 207
Document Culmination Project .................................................................................... 208
Checklist of Assignments ............................................................................................ 209


What Do You Know About Font Formatting? Student Activity

Student Name: Period: Date:

WHAT DO YOU KNOW ABOUT FONT FORMATTING?
Directions: Key the items below and apply the font formats directed for each. Below each
item, describe the steps you took to apply the formats and why each format is used.

1. Key Computer Applications I in bold font.

2. Italicize the word champion.

3. Underline words but not spaces in the phrase Pledge of Allegiance.

4. Apply a style other than bold to the phrase Business Reports.

5. Apply a subscript to the 2 in H2O.

6. Key the phrase FBLA Membership Roster in small capital letters.

7. Key Business Classes are Fun! and format the text as serif font.

8. Key the following sentence and insert the é symbol where appropriate.

I sent my résumé to the personnel department at Global Financing, Inc.


What Do You Know About Font Formatting? Teacher Key

WHAT DO YOU KNOW ABOUT FONT FORMATTING? KEY
Directions: Key the items below and apply the font formats directed for each. Below each
number, describe the steps you took to apply the formats and why each format is used.

1. Computer Applications I
Highlight/select the text and use CTRL + B
OR Highlight/select the text and click on the bold button on the formatting
toolbar
OR Highlight/select the text and select format, font, bold
2. champion
Highlight/select the text and use CTRL + I
OR Highlight/select the text and click on the italics button on the formatting
toolbar
OR Highlight/select the text and select format, font, italics
3. Pledge of Allegiance
Highlight/select each word separately and use CTRL + U
OR Highlight/select each word separately and select the underline button on
the formatting toolbar.
OR Highlight/select the phrase and use CTRL + Shift + W
4. Business Reports Answers will vary
5. H2O
Highlight/select the 2 and select format, font, subscript
OR Highlight/select the 2 and use CTRL + =
6. FBLA MEMBERSHIP ROSTER
Highlight/select the phrase and select format, font, small capitals
OR Highlight/select the phrase and use CTRL + Shift + K
7. Business Classes are Fun!
Highlight/select the text and select format, font; choose a font that has
attributes (serifs) on the tips of each letter.
OR Highlight/select the text and use CTRL + D and select a font.


Guided Practice: Paragraph Formatting Student Activity

Student Name: Period: Date:

GUIDED PRACTICE: PARAGRAPH FORMATTING
In this activity, you will follow along with your teacher to format the paragraphs by completing
the following tasks:
• Create a first line indent • Add a footnote
• Change line spacing • Cut and paste
• Add a border to a paragraph • Format a paragraph heading
• Add bullets
Directions:
1. Key the paragraph below
Voting Delegates Each active local chapter is entitled to send voting
delegates from its active membership to the State Leadership Conference.
The number of voting delegates you are entitled is based on the number of
members in your chapter. 1. Under 50 members 2, 50 – 100 members 3,
Over 100 members 4. This form must be submitted to the state office when
sending conference registration materials. Local chapter voting delegates
must be listed on the Voting Delegates Form.
1
North Carolina Future Business Leaders of America State Awards Program,
2001 Edition
2. Apply the following formats:
a. Center and bold the title, Voting Delegates
b. Indent Paragraph 1, which begins with Each active local chapter . . .
c. Format the 3 items that begin with Under 50 and end with 100 members as a double-
spaced bulleted list with the numbers right justified and a dot leader tab. See
example below:
Under 50 members ...................................................................2
d. Paragraph 2 begins with This form must be submitted . . .
e. Add a border around the title
f. Add the footnote
g. Cut the first sentence in paragraph two and paste it at the end of the paragraph
h. Select and apply a format style for the paragraph heading
3. Save and submit according to teacher instructions.


Guided Practice: Paragraph Formatting Teacher Key

GUIDED PRACTICE: PARAGRAPH FORMATTING KEY

Voting Delegates
Each active local chapter is entitled to send voting delegates from its active membership to
the State Leadership Conference. The number of voting delegates you are entitled is based
on the number of members in your chapter.1

o Under 50 members ..................................................... 2

o 50 – 100 members ..................................................... 3

o Over 100 members...................................................... 4

Local chapter voting delegates must be listed on the Voting Delegates Form. This form
must be submitted to the state office when sending conference registration materials.
1
North Carolina Future Business Leaders of America State Awards Program, 2001 Edition.


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