Lesson Plan-Creating and Managing a Business Project-Part 1
Course Title: Business Information Management II (BIM II)
Session Title: Creating and Managing a Business Project-Part 1
Performance Objective:
 Upon completion of this lesson, the student will understand the steps involved in
working with a group to create a business project and conduct the first phase known as
Project Definition.
Specific Objectives:
 Students will understand how to initiate a business project.
 Students will understand the importance of teamwork in working on a project.
 Students will understand the importance of the processes involved in project
management.
Preparation
TEKS:
 130.115.c.1.A&B – implement a project; manage a project team
 130.115.c.2.B&D –
demonstrate use of content, technical concepts, and vocabulary when analyzing
information and following directions; write internal and external business
correspondence that conveys information effectively using correct grammar, spelling,
punctuation, and capitalization
 130.115.c.3.B – organize information to use in written and oral communication
 130.115.c.5.A-C – prepare oral presentations to provide information for specific
purposes and audiences; identify support materials that will enhance an oral
presentation; prepare support materials that will enhance an oral presentation
English:
110.33.b.1.A&C – determine the meaning of grade-level technical academic English words
in multiple content areas (e.g., science, mathematics, social studies, the arts) derived from
Latin, Greek or other linguistic roots and affixes; infer word meanings through the
identification and analysis of analogies and other word relationships.
110.33.b.12.B-D – evaluate the interactions of different techniques (e.g., layout, pictures,
typeface in print media, images, text, sound in electronic journalism) used in multi-layered
media; evaluate the objectivity of coverage of the same event in various types of media;
evaluate changes in formality and tone across various media for different audiences and
purposes.
Accommodations for Learning Differences:
It is important that lessons accommodate the needs of every learner. These lessons may
be modified to accommodate your students with learning differences by referring to the files
found on the Special Populations page of this website.
Teacher Preparation:
References:
1. http://www.businessballs.com/project.htm
2. http://www.hp.com/hpinfo/socialinnovation/us/education/mission_proj_mgmt.html?jumpi
d=reg_R1002_USEN
Instructional Aids:
1
Copyright © Texas Education Agency, 2011. All rights reserved.
1. “Creating and Managing a Business Project” PowerPoint Presentation
2. Creating and Managing a Business Project Assignment Sheet
3. Sample Completed Project Definition Sheet found at
http://www.hp.com/hpinfo/socialinnovation/us/education/mission_proj_mgmt.html?jumpi
d=reg_R1002_USEN on page 21.
4. Blank Project Definition Sheet (at end of this lesson plan).
5. Stakeholder Analysis Worksheet (at end of this lesson plan).
6. Independent Practice Assignment #1 - Team Name and Logo
7. Team Name and Logo Rubric
8. Independent Practice Assignment #2 – “Project Objective and Criteria”
9. Project Assignment Objective and Criteria Rubric
10. Independent Practice Assignment #3 – Stakeholder Analysis
11. Stakeholder Analysis Rubric
12. Independent Practice Assignment #4 – Publisher Documents
13. Publisher Documents Rubric
14. Internet
Materials Needed:
1. Blank Project Definition Sheet
2. Poster Boards or Binders in which to place documents
Equipment Needed:
1. Computers for students to complete projects
2. Projector for PowerPoint
Learner Preparation:
1. Ask students if they dread having to do a project for school. Do they have trouble
meeting deadlines? If there was a way they could accomplish these tasks in as little
time as possible and therefore make better grades, would they do it?
2. Next, ask students about different types of business projects they can think of that are
part of any business such as: moving an office, opening a new division, laying off
employees, putting on a retirement reception, or rolling out a new product.
3. Have them discuss in pairs the types of steps required in conducting one of these
projects (general steps here such as how long it will take to plan, obtaining resources,
securing a location, getting approvals, …).
4. Have each pair mention a different step that the teacher can type on a blank document
and show on a projector so all students can view all the steps involved.
Lesson Plan
Introduction (LSI Quadrant I)
1. Ask students in pairs to decide on one project that involves their school such as:
planning a band trip, putting on a wrestling competition at their school, planning a
fundraiser event or any other project . Then ask them to decide on a business they are
familiar with (in their neighborhood, community, or in the news) and a project that
company may have recently gone through such as the ones that were discussed earlier
(#2 above), a new restaurant that opened in the area, or a store that recently closed its
doors, or any other “project” they can think of.
2. Then have the students each create a two-column table on their computer listing each
of the projects at the top. Then each row should contain the steps involved in
implementing those projects.
2
Copyright © Texas Education Agency, 2011. All rights reserved.
3. When all the pairs are through, the teacher can put a list of project management steps
either on the computer or on a document camera and explain to students that, no
matter what the project is or where it occurs (in a business or a school), there are
processes or phases that are common to implementing any project.
4. As the teacher is explaining this, students can see how their table compares to the
steps the teacher is presenting.
Important Terms for this Lesson:
 project definition – what the project is, brainstorming, who is on the project team, what
are the objectives, what will it look like when it is completed (also called completion
criteria)
 project planning – task breakdown, schedule, research
 project execution – actual work involved, changes to objectives if needed, prepare
presentations, complete all documentation
 project analysis – what went well or not so well, retrospect on team and individual
regarding project
 stakeholder – a person or group who has an interest in something
Outline
Outline (LSI Quadrant II)
Instructors can use the PowerPoint presentation, slides, handouts, and the Internet in
conjunction with the following outline.
MI
Outline
Notes to Instructor
I. Project Management
A. A set of processes and skills which can
achieve positive results.
B. Composed of 4 phases
1. definition
2. planning
3. execution
4. analysis
II. Project Definition
A. What is our project?
B. What is the main objective for our
project?
C. How will we know when it is done?
D. What will it look like when it is completed?
III. Project Planning
A. Who will be on our project team?
B. What tasks need to be completed?
C. What does our task timeline look like?
IV. Who are Stakeholders?
A. People who have a “stake” or interest in
the
project.
3
Copyright © Texas Education Agency, 2011. All rights reserved.
As you are going
through the outline,
you can
simultaneously
compare these
steps to a sample
project (such as the
Pancake Breakfast
fundraiser on the
HP website listed
above) so students
see a visual stepby-step
comparison of how
these guidelines
apply to real-world
projects.
Discuss who
stakeholders are in
B. Individuals who may make a contribution
of
time or money to the project.
V. Project Execution
A. Are the tasks being completed on
schedule?
B. Do we need to change our objective?
C. Are the presentations prepared
D. Any other documentation to be prepared
VI. Project Analysis
A. Review success of project
1. What went well
2. What didn‟t go so well
B. Project retrospective – team member
contribution
C. Individual retrospective
a project and make
a list on the board of
who the
stakeholders would
be for the Pancake
Breakfast project.
Ask students what
benefits there are
for actually planning
a project step-bystep as opposed to
creating one „on the
fly‟ using sticky
notes. Point out
that the same is true
of many activities,
including
schoolwork. There
are benefits to
looking ahead“begin with the end
in mind”-when you
plan any project.
VII. Benefits of Project Management
A. Less risk involved
B. Projects completed on time
C. Projects completed within budget
D. Attention to details
Discuss the concept
of risk (what can go
wrong), provide
examples, and ask
students to provide
examples as well.
Copy and Paste Multiple Intelligences Graphic in appropriate place in left
column.
Application
Guided Practice (LSI Quadrant III): Using the PowerPoint presentation, the teacher will
explain what a business project is and provide examples of different types of business
projects.
The teacher will explain the different phases of business project management and will ask
for examples as the various phases are introduced and explained. The teacher will also go
4
Copyright © Texas Education Agency, 2011. All rights reserved.
through a real-world project management exercise (the Pancake Breakfast) to visually
represent the steps involved in accomplishing all phases of managing a project.
Because the students will be performing many activities in pairs or group, it may be
beneficial for the students to complete the Howard Gardner self-calculating Multiple
Intelligences Test at the businessballs.com web site. It is an Excel format and has
different questions for students of different ages to answer. Upon completion, it will provide
students with a graph letting them know their potential strengths in a teamwork situation.
Then the teacher will have students either pair up or get in groups of three or four,
depending upon how many students are in the class. The teacher will provide a list of
projects from which the groups can choose (also listed on the HP website) and they will
complete the Project Definition phase. That will be completed on the blank handout. The
remainder of the phases will be conducted in additional lessons.
Independent Practice (LSI Quadrant III):
 Independent Practice Assignment #1 – Team Name and Logo
Each team for this business project should create a name and logo. The name and
logo should be able to attract attention and still be professional. Any Microsoft Office
application can be used. These items will need to be included on each of the following
documents so there is a consistent theme.
 Independent Practice Assignment #2 - Project Objective and Criteria
Using the examples you have seen and that you have completed in your group, decide
on your own business project idea. It can be a project that is a real-world project such
as the implementation of a new product that you have heard of or the opening of a new
business in the area. It can also be planning a school-related event. Determine what
your objective will be for the business. This means you must provide an approximate
date for completion, what people or groups of people will be involved in this process
and what do you need to do to get it done (not individual, detailed tasks, but general
steps of the total process). Re-create the handout on the computer (using skills learned
in BIM I such as creating a table, or create a form using the Developer tab in Office
2007)) and fill in the blanks with your responses. The assignment will be evaluated
using the related rubric.
 Independent Practice Assignment #3 – Stakeholder Analysis
Students will create a document in Microsoft Word that details information regarding the
stakeholders of the project. In groups, students will complete the “Stakeholder
Analysis” form which students can either create or the instructor can upload it to a
shared drive so students can access the form. This will help students focus on
everyone who will be involved with a project, from every angle. The assignment will be
evaluated using the related rubric.
 Independent Practice Assignment #4 – Publisher Documents
Design two documents in Microsoft Publisher advertising what your project will look like
upon implementation. For example, if it is a school event, create a flyer that you might
use to publicize the event including images (clipart, Internet) and text with all required
information. If it is a business reception for a retiring employee, create a document that
might be used as an invitation to the reception. Again, include text and graphics that
5
Copyright © Texas Education Agency, 2011. All rights reserved.
are appropriate for the project. The documents will be evaluated using the assigned
rubric.
Once all 4 of these assignments are completed, they can be affixed to a poster and
displayed.
Summary
Review (LSI Quadrants I and IV):
Q: What is an advantage of understanding all the phases involved in implementing a
business project?
A: This can insure that projects are completed on time and within budget and details are
less likely to be overlooked.
Q: What are the four phases of project management?
A: Defining, planning, executing, and analyzing.
Q: What is a Stakeholder Analysis?
A: An evaluation of which the individuals are that will be involved with a project, the
contributions they will make to the project, what they expect from the project, and the
concerns that they may have about the project that can affect their contribution or
investment.
Q: What is a major similarity between business projects and school-related projects?
A: Both involve the same management processes to achieve success.
Evaluation
Informal Assessment (LSI Quadrant III):
1. Instructor will observe students during Independent Practice.
2. Instructor will assist students as needed.
Formal Assessment (LSI Quadrants III and IV):
Use the assigned rubrics to evaluate the four Independent Practice Assignments (LSI
Quadrant III).
Extension/Enrichment (LSI Quadrant IV):
1. Ask students to create their own project for implementation at their school. They will
create the idea, determine who will be on the project team, set a deadline, determine
the resources needed, and steps that need to be done to implement the project. Get
approval from an assistant principal or principal and get his/her feedback as if it would
actually be implemented.
2. Ask students to ask someone they know who can come to class and speak about what
it takes to complete a business project as well as the technology involved in doing so.
6
Copyright © Texas Education Agency, 2011. All rights reserved.
PROJECT
DEFINITION
Project Proposal
Date
Project Title
Project Team
Name
Role
Project Dates
Start:
Completion:
Project Objective Statement
What will you do, by when, and what (resources) people and things do you need
to get it done?
Completion Criteria
What should the end result of the project look like? How will you know when
you’re done?
How will you judge the quality of your results?
Notes
7
Copyright © Texas Education Agency, 2011. All rights reserved.
8
Copyright © Texas Education Agency, 2011. All rights reserved.
Business Information Management II – Creating and Managing a Business Project
Independent Practice Assignments
Independent Practice Assignment #1 – Team Name and Logo
Each team for this business project should create a name and logo. The name
and logo should be able to attract attention and still be professional. Any
Microsoft Office application can be used. These items will need to be included on
each of the following documents so there is a consistent theme.
Independent Practice Assignment #2 - Project Objective and Criteria
Using the examples you have seen that the teacher has demonstrated and that
you have completed in your group, decide on your own business project idea. It
can be a project that is a real-world project such as the implementation of a new
product that you have heard of or the opening of a new business in the area. It
can also be planning a school-related event. Determine what your objective will
be for the business. This means to provide an approximate date for completion,
what people or groups of people will be involved in this process and what do you
need to do to get it done (not individual, detailed tasks, but general steps of the
total process), similar to what was done previously in a group. Re-create the
handout on the computer (using skills learned in BIM I such as creating a table,
or create a form using the Developer tab in Office 2007)) and fill in the blanks
with your responses. The assignment will be evaluated using the related rubric.
Independent Practice Assignment #3 – Stakeholder Analysis
Students will create a document in Microsoft Word that details information
regarding the stakeholders of the project. In groups, students will complete the
“Stakeholder Analysis” form which students can either create or the instructor
can upload it to a shared drive so students can access the form. This will help
students focus on everyone who will be involved with a project, from every angle.
The assignment will be evaluated using the related rubric.
Independent Practice Assignment #4 – Publisher Documents
Design two documents in Microsoft Publisher advertising what your project will
look like upon implementation. For example, if it is a school event, create a flyer
that you might use to publicize the event including images (clipart, Internet) and
text with all required information. If it is a business reception for a retiring
employee, create a document that might be used as an invitation to the
reception. Again, include text and graphics that are appropriate for the project.
The documents will be evaluated using the assigned rubric.
*Once all 4 of these assignments are completed, they can be affixed to a poster and
displayed or placed in a binder.
9
Copyright © Texas Education Agency, 2011. All rights reserved.
Business Information Management II – Creating and Managing a Business Project
Team Name and Logo Rubric
Assignment #1
Student Name: _____________________________________________
CATEGORY
Required Elements
25
Both team name
and logo
displayed on
document and
relate well to the
project
Creativity
Team name and
logo are
attractive,
catchy, and
attention-getting
Team name and
logo are original
ideas and utilize
design elements
such as
contrast, color,
and emphasis
Design Elements
Content
Information in
document
demonstrates
excellent
understanding
of topic (how to
effectively relate
a team name
and logo to a
project idea)
20
Both team name
and logo
displayed on
document but
relationship to
project is
ambiguous
Team name and
logo are
appropriate but
average in
appearance
Team name and
logo may be
original but
appear common
or typical and
demonstrates
several design
elements
Information
demonstrates
adequate
understanding
of topic
15
Either team
name or logo on
document and
relate to project
10 or less
Team name or
logo on
document but
does not
adequately
relate to project
Team name or
logo moderately
creative
Team name or
logo shows no
effort to be
creative
Team name or
logo appears
typical and
utilizes only 1-2
elements of
design
Team name or
logo appears
common or
typical and does
not utilize any
design
elements
Information
shows spotty
understanding
of topic
Does not
understand
topic or
concepts
presented
Total Score ________
Maximum 100 Points
10
Copyright © Texas Education Agency, 2011. All rights reserved.
Business Information Management II – Creating and Managing a Business Project
Project Objective and Criteria Rubric
Assignment #2
Student Name: _____________________________________________
CATEGORY
Required
Elements
Mechanics
Form re-creation
Content
Time and Effort
20
Table (or form)
includes all
required
information as
well as
additional
information
No
grammatical or
punctuation
errors on form
Form recreated as
shown with
additional
elements
Information in
form
demonstrates
excellent
understanding
of topic
Excellent use
of time in
class,
additional time
spent in school
or home
15
All required
elements are
completed
10
Table is
complete with
the exception
of one blank
component
1 grammatical
or punctuation
error
5 or less
Greater than
one element
missing on the
table
1-2
grammatical or
punctuation
errors
Form re1 element
created exactly missing from
as shown
re-created
form
Several
grammatical or
punctuation
errors
Several
elements
missing in recreated form
Information
demonstrates
adequate
understanding
of topic
Information
shows spotty
understanding
of topic
Does not
understand
topic or
concepts
presented
Adequate use
of time in class
Did not make
good use of
time in class,
little effort
shown
Very
distracted,
little work
completed
Total Score ________
Maximum 100 Points
11
Copyright © Texas Education Agency, 2011. All rights reserved.
Business Information Management II – Creating and Managing a Business Project
Stakeholder Analysis Rubric
Assignment #3
Student Name: _____________________________________________
CATEGORY
Required
Elements
Mechanics
Form re-creation
Content
Time and Effort
20
Table (or form)
includes all
required
information as
well as
additional
information
(must include
team
name/logo)
No grammatical
or punctuation
errors on form
Form re-created
as shown with
additional
elements
Information in
form
demonstrates
excellent
understanding
of topic
Excellent use of
time in class,
additional time
spent in school
or home
15
All required
elements are
completed,
including team
name/logo, but
no additional
information
10
Table is
complete with
the exception
of one blank
component, no
team
name/logo
5 or less
Greater than
one element
missing on the
table, no team
name/logo
1-2
grammatical or
punctuation
errors
Form re1 element
created exactly missing from
as shown
re-created
form
Information
Information
demonstrates
shows spotty
adequate
understanding
understanding of topic
of topic
Several
grammatical or
punctuation
errors
Several
elements
missing in recreated form
Does not
understand
topic or
concepts
presented
Adequate use
of time in class
Very
distracted,
little work
completed
1 grammatical
or punctuation
error
Did not make
good use of
time in class,
little effort
shown
Total Score ________
Maximum 100 Points
12
Copyright © Texas Education Agency, 2011. All rights reserved.
Business Information Management II – Creating and Managing a Business Project
Publisher Advertisements Rubric
Assignment #4
Student Name ________________________________________
CATEGORY
Publisher
Document
Choice
Required
Elements
Design
Principles/
Attractiveness
Time and Effort
Oral
Presentation
20
Type of
documents
completely
appropriate for
business project
2 documents
contain graphics
and text with all
appropriate
information as
well as additional
elements
Documents
made
exceptional use
of design
principles (white
space,
text/graphics
balance,
emphasis)
Great deal of
effort put into
documents, extra
time at school or
at home
Student clearly
and
enthusiastically
states the project
and the
significance of
the document
15
Type of
documents
adequate for
project but not the
most appropriate
2 documents
contain graphics
and text with all
appropriate
information
10
One document
selection is
inappropriate
for the project
5 or less
Both document
selection(s)
inappropriate or
one is missing
Only 1
document and
had 1-2 missing
elements
Only 1 document
and contained
several missing
elements
Documents used
design elements
adequately
Document
lacked
appropriate use
of 1-2 design
elements
Document
contained little, if
any principles of
design
Time spent wisely
in class
Time not spent
wisely in class
Very little time
spent at all in
class
Student
presentation may
be enthusiastic
but either project
or document
significance not
clear
Student not
enthusiastic
and unclear on
one of the
elements
Student not
enthusiastic and
unclear on both
elements.
Total Points ____
Maximum 100 Points
13
Copyright © Texas Education Agency, 2011. All rights reserved.