21st Century Instructional Guide for Career Technical Education
Spreadsheet Management
Business and Marketing Cluster
Microsoft Office Specialist (MOS) Concentration
Microsoft Computer Applications Specialist Concentration
Title:
Spreadsheet Management (WVEIS 1453)
Standard
Number:
BE.S.SMGT.1.1
Essential
Questions:
Objectives:
BE.O.SMGT.1.1
Spreadsheet Worksheets
Students will format worksheets.
BE.O.SMGT.1.2
BE.O.SMGT.1.3
BE.O.SMGT.1.4
BE.O.SMGT.1.5
Standard
Number:
BE.S.SMGT.2
Essential
Questions:
Objectives:
BE.O.SMGT.2.1
BE.O.SMGT.2.2
BE.O.SMGT.2.3
Standard
Why should worksheets be formatted?
Students will
research ways spreadsheets are used in
business, industry and schools.
use spreadsheet terminology.
apply formats such as accounting, fraction,
scientific, etc.
develop custom formats.
use styles and auto formats.
Lists
Students will use lists.
Learning Plan & Notes to Instructor:
Students will research several businesses profit and
loss statements created with spreadsheets.
Teacher will use www.spellingcity.com to create
flashcards and other tools students can utilize in the
classroom.
Students will create a spreadsheet based on
information provided by the instructor. Students will
develop and apply the appropriate formats to the
cells.
Why use lists in spreadsheets?
Students will
produce data by sorting.
develop a list from a query.
construct a chart from a list.
Printing Worksheets
Learning Plan & Notes to Instructor:
Using the spreadsheet created in Standard 1,
Objectives 1.3 – 1.5, students will sort the data,
develop a list from a query, and create a chart.
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Number:
BE.S.SMGT.3
Essential
Questions:
Objectives:
BE.O.SMGT.3.1
BE.O.SMGT.3.2
Students will print workbooks.
Standard
Number:
BE.S.SMGT.4
Essential
Questions:
Objectives:
BE.O.SMGT.4.1
BE.O.SMGT.4.2
BE.O.SMGT.4.3
BE.O.SMGT.4.4
Auditing Workshops
Students will audit worksheets.
Standard
Number:
BE.S.SMGT.5
Essential
Questions:
Objectives
BE.O.SMGT.5.1
BE.O.SMGT.5.2
BE.O.SMGT.5.3
Functions
Students will use functions.
Why use printing options for spreadsheets?
Students will
preview workbooks.
select various print options.
Learning Plan & Notes to Instructor:
Students will use the previous spreadsheet created
to preview the workbook to see how it looks before
selecting the print option. Students will choose the
appropriate print option for their workbook and will
explain why they chose that option to the class using
interactive media.
What is the purpose of auditing worksheets?
Students will
assess, check and review data.
establish cells referenced in specific formulas.
show formulas referenced in specific cells.
proofread and find errors.
Learning Plan & Notes to Instructor:
Teacher will provide to students a payroll
spreadsheet with errors. Students will download the
spreadsheet from the network, class website, wiki, or
blog. Students will use hot keys to show formulas,
search for errors within the spreadsheet, and correct
according to teacher guidelines.
What are functions in spreadsheets?
Students will
use logical functions.
use date and time functions.
utilize a lookup function.
Learning Plan & Notes to Instructor:
Using interactive media, teacher will demonstrate
functions such as the “if”, date and time, and lookup.
Teacher will provide a grade calculation spreadsheet
using the Vlookup Function to locate the grade from
a table of percentage score values.
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Standard
Number:
BE.S.SMGT.6
Essential
Questions:
Objectives:
BE.O.SMGT.6.1
BE.O.SMGT.6.2
BE.O.SMGT.6.3
Macros
Students will use macros.
Standard
Number:
BE.S.SMGT.7
Essential
Questions:
Objectives:
BE.O.SMGT.7.1
Importing and Exporting
Students will import and export data.
BE.O.SMGT.7.2
When is it appropriate to use macros in spreadsheets?
Students will
create and record macros.
edit macros.
run macros.
Learning Plan & Notes to Instructor:
Teacher will present a spreadsheet with macros and
show the macros in use. Students will create and
record, edit, and run a macro for the school hot lunch
program. Students will present their macro in use to
the class using interactive media.
Why import and export data?
Students will
demonstrate importing data from other
applications.
prepare data to export to other applications
Standard
Number:
BE.S.SMGT.8
Essential
Questions:
Objectives:
BE.O.SMGT.8.1
BE.O.SMGT.8.2
BE.O.SMGT.8.3
Templates
Students will use templates.
Standard
Number:
Multiple Workbooks
Students will use multiple workbooks.
Learning Plan & Notes to Instructor:
Students will import data into spreadsheet from a
table created in word processing software. The
spreadsheet data will be exported to other
applications such as presentation software, blogs or
wikis.
Why use templates?
Students will
use existing templates.
change and create templates.
edit templates.
Learning Plan & Notes to Instructor:
Teacher will demonstrate using interactive media an
existing spreadsheet template. Students will change
the template that the teacher demonstrated using
interactive media. Students will create and edit a
template. The template will be shared with another
class member to use.
3
BE.S.SMGT.9
Essential
Questions:
Objectives:
BE.O.SMGT.9.1
BE.O.SMGT.9.2
BE.O.SMGT.9.3
BE.O.SMGT.9.4
Standard
Number:
BE.S.SMGT.10
Essential
Questions:
Objectives:
BE.O.SMGT.10.1
BE.O.SMGT.10.2
BE.O.SMGT.10.3
BE.O.SMGT.10.4
BE.O.SMGT.10.5
BE.O.SMGT.10.6
Why use multiple workbooks?
Objective:
link worksheets.
link workbooks.
use multiple worksheets.
use multiple workbooks.
Learning Plan & Notes to Instructor:
Teacher will demonstrate the process for linking two
or more worksheets and workbooks using interactive
media. Teacher will demonstrate the process of
using multiple worksheets and multiple workbooks.
Students will link previous worksheets created and
workbooks supplied by teacher. Students will use
multiple worksheets and workbooks to compare data
and prepare a report.
Data Management
Students will use data management options.
What are data management options in spreadsheet software?
Students will
sort data.
use filters.
query data from a list.
use conditional formatting.
use data validation.
use Pivot Tables.
Learning Plan & Notes to Instructor:
Teacher will explain the difference between
ascending and descending sort orders and
demonstrate sorting data into both ascending and
descending sort orders to students using interactive
media. Teacher will demonstrate using interactive
media how to establish a filter. Using the established
filter, teacher will demonstrate how to locate queried
data from a list. Teacher will display monetary
values, such as a financial Investment spreadsheet.
Using Conditional formatting, a criterion will be
established to change the font to red for figures,
such as investment returns, not meeting the
specified criterion. Teacher will present to students
a spreadsheet that has data validation rules
included. Teacher will display a spreadsheet, such
as a company’s spreadsheet of employees,
departments, salaries, and salary increases,
including merit performance ratings, and then apply
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pivot table scenarios to display selected ranges of
data, such as who got a pay raise consistent with
merit, or which department received the lowest pay
raise, etc. Students will sort data, filter, perform
queries from lists, and use conditional formatting to a
spreadsheet previously created or supplied by
teacher.
Standard
Number:
BE.S.SMGT.11
Essential
Question:
Objectives:
ME.O.ADV.8.1
ME.O.ADV.8.2
ME.O.ADV.8.3
21st Century
Skills
Information and
Participating in a Student Organization
Students will participate in a student organization.
What are the benefits of a career, technical student organization?
Students will
assess the purposes and goals of the local
student organization.
Learning Plan & Notes to Instructor:
Invite students to participate in an FBLA chapter
event. Invite State FBLA Officer to present at a
chapter meeting or to a class on the activities,
purpose and benefits of membership. Show the
FBLA promotional video located on www.FBLAPBL.org web site. Have students to locate and
discuss the FBLA-PBL goals, mission statement, and
pledge.
discover the benefits and responsibilities of
Invite FBLA-PBL alumni members to be guest
participation in student organization as an
speakers in the classroom and during chapter
adult.
events. Coordinate a chapter event with another
service organization in the community (such as
Lion’s Club, Women’s Club, Jaycees, Rotary, etc.).
demonstrate leadership skills through
Have the local FBLA officer team to develop a
participation in student organization activities
program of work for the school year and form various
such as meetings, programs, and projects.
committees to complete the task using chapter
members. Encourage students to actively participate
in State, regional, and national conferences and vie
for leadership positions.
Learning Skills & Technology Tools
Teaching Strategies
Evidence of
Culminating Activity
Success
21C.O.9Student routinely applies
Teachers create
Teacher
12.1.TT2.
keyboarding skills, keyboard
spreadsheet data entry
examination and
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Communication
Skills:
shortcut techniques, and
mouse skills with facility, speed
and accuracy.
21C.O.912.2.TT6
21C.O.912.3.TT11
Thinking and
Reasoning Skills:
Student uses advanced
features and utilities of
spreadsheet software, (e.g.,
formulas, filters, pivot tables,
pivot charts, macros,
conditional formatting), to
perform calculations and to
organize, analyze and report
data.
Student imports and exports
multiple data formats and
integrates to multiple
productivity programs (e.g.,
exports comma delimited files,
standard data formats) and
understands transferability of
data among different programs.
21C.O.912.2.LS2
Student draws conclusions
from a variety of data sources
to analyze and interpret
systems.
21C.O.912.2.LS3
Student engages in a problem
solving process by formulating
questions and applying
complex strategies in order to
independently solve problems.
and analysis problems
and scenarios requiring
students to keyboard, use
the mouse to access and
operate menus and create
accurate representations
of the prescribed problem
for the individual activities
Use essential questions to
generate interest and
discussion on the
spreadsheet topics,
demonstrations of the
prescribed activities, and
student application of the
information and
communication skills.
Use essential questions to
generate interest and
discussion on the
spreadsheet topics,
demonstrations of the
prescribed activities, and
student application of the
information and
communication skills.
Use data resources such
as publisher’s student
data resources available
with many textbooks and
on the publishers’ Internet
Web sites and available
web-search engines
evaluation of the
completed
spreadsheet tasks.
Produce
spreadsheets that
contain all of the
features and utilities,
such as necessary
formulas, filters,
conditional
formatting, and pivot
table scenarios
Produce
spreadsheets that
contain imported
data and produce
applications that
contain spreadsheet
exported data
Produce pivot tables
from scenarios
6
Personal, and
Workplace,
Skills:
21C.O.912.2.TT4
Student uses technology tools
and multiple media sources to
analyze a real-world problem,
design and implement a
process to assess the
information, and chart and
evaluate progress toward the
solution.
21C.O.912.3.LS4
Student demonstrates ethical
behavior and works responsibly
and collaboratively with others
in the context of the school and
the larger community, and
he/she demonstrates civic
responsibility through
engagement in public discourse
and participation in service
learning.
21C.O.912.3.LS5
Student exhibits positive
leadership through
interpersonal and problemsolving skills that contribute to
achieving the goal. He/she
helps others stay focused,
distributes tasks and
responsibilities effectively, and
monitors group progress
toward the goal without
undermining the efforts of
others.
Advanced students will
work with or tutor
struggling students,
working collaboratively
with other students,
demonstrating courtesy,
patience, and
understanding in their
demeanors and attitudes
while assisting and
participating in the service
of learning.
Students will participate in
classroom discussions
involving the essential
questions, commenting on
spreadsheet procedures
and scenarios
Slower learners will
produce completed
spreadsheets
incorporating the
activity’s learning
objectives
Teacher observation
of the group work
and interpersonal
communication
exhibited
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21C.O.912.3.TT8
Student uses technology to
seek strategies and information
to address limits in their own
knowledge.
Learning Skills & Technology Tools
G
Entrepreneurship
Skills:
K
J
Culminating
Assessment:
Financial Literacy
Understands personal moneymanagement concepts,
procedures, and strategies
Information Management
Understands the concepts,
systems, and tools needed to
access, process, maintain,
evaluate, and disseminate
information for business
decision-making
Human Resource Management
Understands the concepts,
systems, and strategies
needed to acquire, motivate,
develop, and terminate staff
Use electronic
spreadsheet application
technology to perform
prescribed activities
consistent with the topic
objectives
Teaching Strategies
Culminating Activity
Spreadsheets will be
illustrated and created to
help students understand
personal money
management concepts
using logical functions to
access and evaluate
various business
scenarios, such as
investments, payroll,
employee performance.
Teacher evaluation
of completed student
spreadsheets
Evidence of
Success
Teacher evaluation
of student prepared
spreadsheets which
incorporate the
financial, information
management, and
human resource
management
concepts
Culminating Assessment:
Students have recently graduated from high school and are pursuing a career in a business related
field. Using spreadsheet software, students will create a monthly budget which will include all
income and expenses. This data will be updated each month. At the end of the course, students
will compile all of the information in the workbook. Utilizing the skills learned in this course, students
will format the workbook/worksheets. The information created will be presented in a form of a
multimedia presentation to the class.
MCAS Certification
End-Of-Concentration Performance Assessment
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Related Websites:
Links and Other
Resources
Microsoft
www.microsoft.com
Google
www.google.com
Classroom Chatter
www.classroomchatter.com
Blogging
www.blogger.com
Firefox
www.firefox.com
Embed Audio
www.gcast.com
Videos to Upload
www.viddler.com
Sounds
www.soundsnap.com
Informational
www.chacha.com
Wetpaint
www.wetpaint.com
Dictionary
www.dictionary.com
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Tonya Skinner’s Business Education Lesson Plans
http://lessonplans.btskinner.com
Tech product reviews
www.CNET.com
Web Writing
http://kerryr.net/Webwriting/index.htm
Gender-Neutral Language
http://jerz.setonhill.edu/writing/style/gender.html
Pathways to Success
http://careertech.k12.wv.us/pathwaystosuccess/
U.S. Department of Labor in the 21st Century
http://www.dol.gov/
Advanced Distributed Learning
www.adlnet.org
America's Career InfoNet
www.acinet.org
America's Job Bank
www.ajb.org
America's Service Locator
www.servicelocator.org
CareerOneStop
www.careeronestop.org
Employment & Training Administration
www.doleta.gov
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The Job Accommodation Network (JAN)
http://www.jan.wvu.edu
Monthly Labor Review Online: Labor Force Archives
http://www.bls.gov/opub/mlr/indexL.htm#Labor force
Occupational Information Network
www.doleta.gov/programs/onet
Office of Disability Employment Policy
www.dol.gov/odep
Career Voyages
http://www.careervoyages.gov/index.cfm
Workforce West Virginia
https://www.workforcewv.org/
West Virginia Earn A Degree Graduate Early (EDGE)
http://www.wvtechprep.wvnet.edu/edge.htm
West Virginia Career and Technical Education
http://careertech.k12.wv.us/
Contacts:
Business Teachers: Utilize K12 Business Marketing Listserv at K12-BUSMKT@listserv.wvnet.edu
Business Coordinator: Abigail R. Reynolds, areynold@access.k12.wv.us
OCTI Assistant Executive Director: Donna Burge-Tetrick
OCTI Executive Director: Gene Coulson
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