Westerville City Schools
936 Eastwind Drive, Suite 200 Westerville, OH 43081
Main Office (614) 797-5934 Fax (614) 797-5901
Department of Academic Affairs
M. Scott Reeves, Executive Director
Secondary Academic Affairs
Vision
Our vision is
E-Day Lessons—Day 3 “Jack and Diane: Forecasting Your Future” Activity
to be the benchmark
of educational
excellence.
Schools: Westerville South High Schools
Teacher Name: Linda Mapes E-Mail:
Mission
Course Name:
mapesl@wcsoh.org
Personal Money Management
Our mission is
to prepare students
to contribute
to the competitive
and changing world
in which we live.
Values
Respect
Learning Target: Financial Planning: Students create personal budget projections comparing
the economic and lifestyle consequences of going to college versus going directly into the
workforce from high school.
Materials Needed: Print out the three attachments needed to complete this problem.
Attachment 1: Directions to Complete Jack and Diane’s Activity
Attachment 2: Jack and Diane’s Activity Sheet (Spreadsheet)
Attachment 3: Jack and Diane’s Overview Questions
The spreadsheet that is provided can be calculated by hand or you may use the formulas
given to you at the bottom of the problem directions sheet to set up your calculations
automatically.
Lesson Overview:
Inclusiveness
Community
1.
Communication
2.
Collaboration
Innovation
3.
Prepare a financial forecast and budget for the student who enters college after high
school and then obtains a job after graduating from college.
Prepare a financial forecast and budget for the student who enters the workforce directly
from high school.
Calculate the budgeted savings or debt each year for each student’s scenario as well as
the cumulative savings or debt after each year.
Nurturing
Trust
Accountability
Evaluation/Assessment: Students will (1) determine yearly revenue, expense and savings or
debt for 10 years, (2) determine cumulative savings or debt for each of 10 years and (3)
answers the six overview questions.
Student Completions and Make Up: Students can submit the e-Day assignment as
it is completed either by e-mailing to your teacher (as listed above) or printing it out and turning
it in to your teacher on our next school day. *Students without Internet access are given up to
two weeks to complete the lesson and can get the material from their teacher.
Visit us at www.westerville.k12.oh.us
Westerville City Schools
936 Eastwind Drive, Suite 200 Westerville, OH 43081
Main Office (614) 797-5934 Fax (614) 797-5901
Department of Academic Affairs
M. Scott Reeves, Executive Director
Secondary Academic Affairs
Vision
Our vision is
to be the benchmark
of educational
excellence.
Mission
Our mission is
to prepare students
to contribute
to the competitive
and changing world
in which we live.
Values
Respect
Inclusiveness
Community
Communication
Collaboration
Innovation
Nurturing
Trust
Accountability
Visit us at www.westerville.k12.oh.us