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
Computer Applications I
COURSE
Unit B
Software Applications for Business
COMPETENCY
3.00
B2
32%
Understand documents and publications used
in business.
OBJECTIVE
3.01
B2
22%
Understand business documents.
ESSENTIAL
QUESTIONS
•
Why is formatting applied to fonts, paragraphs, and pages?
•
What documents are commonly used in a business setting?
•
What are appropriate formatting guidelines for business documents and why is
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
B.
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
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
5.
a.
Use bullets when the items are non-sequential
b.
Use numbers for procedural lists that must be accomplished in a
specific order
A hanging indent is most often used in reference materials
•
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
10.
C.
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
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
Tables – used to arrange text in columns and rows and are helpful in
presenting, organizing, and clarifying information
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
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 97
UNPACKED CONTENT
II.
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
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.
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 98
UNPACKED CONTENT
B.
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
A business letter is
1.
Purpose - a form of communication used to convey a formal message
to one or more parties
•
2.
Examples of uses:
o
Company’s communication to stockholders
o
Superintendent’s communication to parents
o
Bank’s communication to customers
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)
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 99
UNPACKED CONTENT
C.
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.
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
•
2.
D.
Examples of use:
o
Formal thank you note
o
Letter of complaint
o
Letter of application to accompany a résumé
Components: Same components as those required of a business letter
AND the return address of the author at the top of the document
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
•
2.
Examples of use:
o
Communicate a hiring policy to office managers
o
Communicate a severe weather policy to employees
Components:
a.
b.
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
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
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 100
UNPACKED CONTENT
Special notations (optional) – such as attachment or copy
notation
e.
E.
An agenda
1.
Purpose – a list of items to be discussed or acted upon, prepared before
meetings, events, and conferences
•
2.
F.
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
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
Minutes
1.
Purpose – used to describe the discussions, decisions, and actions that
occurred during a business meeting
•
2.
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
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 subcommittee 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
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 101
UNPACKED CONTENT
G.
Research report (MLA)
1.
Purpose – a multi-page document that usually contains several subtopics of information related to one main topic
•
Example of use:
o
2.
H.
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
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
2.
III.
A marketing research report summarizing the supply and
demand statistics for a new product
Chronological listing with page numbers of contents of an
accompanying research report
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
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
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 102
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
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 103
INSTRUCTIONAL ACTIVITIES
Instructional Activities
1.










Distribute What Do You Know About Font
Formatting? to students and instruct them
to complete the activity to the best of their
ability
Tell students that it’s okay if they don’t
know how to apply all of the formats and
that this activity is simply a demonstration
of what they know at this moment in time
Allow several minutes for students to work
independently
Discuss the difference between serif and
sans serif font
Using a digital projector, invite student
volunteers to take turns demonstrating and
describing the procedures used to format
each item in the activity
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
Relevancy
Resources
 Introduces/ reviews
font formatting,
provides practice and
allows teacher to
assess student
mastery level of font
formatting
 This activity determines
the level of instruction
needed related to font
formatting
 Students will be able to
visualize the various
formatting styles
 Helps students
UNDERSTAND (B2)
font formatting
 What Do You
Know About
Font
Formatting?
activity and key
Continued on next page
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 104
INSTRUCTIONAL ACTIVITIES
Relevancy
Instructional Activities
2.






3.




Resources
Distribute the Guided Practice:
Paragraph Formatting activity to students
Using a digital projector, discuss and
demonstrate how to apply the paragraph
formats while students follow along at their
computers
Upon completion of the activity, ask
students to compare their previous
knowledge to what they learned in this
activity
 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 userfriendly for the reader
 Helps students
UNDERSTAND
(B2)paragraph
formatting
 Helps students
UNDERSTAND (B2)
the various formats
used in business
documents and the
reasons for formatting
 Guided
Practice:
Paragraph
Formatting
activity and key
Distribute Independent Practice:
Paragraph Formatting to students.
Instruct students to complete the activity
independently
Monitor/provide assistance as needed
Facilitate a class discussion using the
questions listed at the end of the activity
Instruct students how to save and submit
their work
 Helps students
UNDERSTAND (B2)
formats used in
business documents
and the reasons for
formatting
 Independent
Practice:
Paragraph
Formatting
activity and key
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)
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 105
INSTRUCTIONAL ACTIVITIES
Instructional Activities
4. ~



5.





Preparation: Prepare several tables
ahead of time to use in class demonstration
Demonstrate the basics of table formatting
as students take notes on the Table
Formatting Notes page
Guide students through the development of
teacher-generated tables that have the
following features:
•
•
Basic two row and two column
•
•
•
•
•
•
Shaded column and row headings
Relevancy
Resources
 Helps students
UNDERSTAND (B2)
the principles of
formatting word
processing documents
 Examples of
tables in
various formats
from textbooks
or other
sources
 Table
Formatting
Notes
 Helps students
UNDERSTAND (B2)
formatting for business
documents
 Describes expectations
for formatting tables
 Guided
Practice: Table
Formatting
activity and key
 Table
Formatting
Rubric
Basic three column and two row with a
title merged across the cells at the top
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?
Distribute Guided Practice: Table
Formatting to students
Using a digital projector, discuss and
demonstrate the activity while students
follow along at their computers
Monitor and provide assistance as needed
Distribute the Table Formatting Rubric to
students
Review the rubric with students to deliver
expectations for keying tables
Continued on next page
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 106
INSTRUCTIONAL ACTIVITIES
Relevancy
Instructional Activities
6.



Distribute Independent Practice: Table
Formatting to students and instruct them
to complete the activity as directed
Monitor students while they complete the
activity and assist as needed
Once students have completed the activity,
follow up with the question, “What purpose
do you think tables serve?”
Resources
 Helps students
UNDERSTAND (B2)
the purpose and
components of tables
through independent
practice, application,
discussion, and
reflection
 Independent
Practice: Table
Formatting
activity
 Table
Formatting
Rubric
Reinforcement activities may be found in Less. 5, ex. 4 & 9 of Glencoe Microsoft Office 2003 (for
tables)
7.




8.






9.


Preparation: Distribute the Guided
Practice: Page Formatting file to
students ELECTRONICALLY
Distribute Guided Practice: Page
Formatting Instructions to students
Using a digital projector, discuss and
demonstrate the page formatting as
directed while students follow along at their
computers
Discuss why each format is applied
 For example, paragraph headings are
used to describe the main topic of the
paragraph to which they are attached
 Helps students
UNDERSTAND (B2)
how to format pages
  3.01
Documents/GP
Page
Formatting
  3.01
Documents/GP
Page
Formatting key
 Guided
Practice: Page
Formatting
Instructions and
key
Preparation: Distribute the IP Page
Formatting file to students
ELECTRONICALLY (located in the 3.01
Documents folder)
Distribute the Independent Practice: Page
Formatting Instructions to students
Instruct students to complete the activity
independently
Facilitate/provide assistance as needed
Using questions at the end of the activity
facilitate a class discussion
Instruct students how to save and submit
their work
 Helps students
UNDERSTAND (B2)
formats used in
business documents
  3.01/
Documents/IP
Page
Formatting
  3.01/
Documents/IP
Page
Formatting key
 Independent
Practice: Page
Formatting
Instructions,
Questions, and
key
Distribute the Font, Page, and Paragraph
Formatting Review activity for students to
complete independently
Review answers as a class once all
students have completed the activity
 Assesses what
students
UNDERSTAND (B2)
about formatting
 Font, Page, and
Paragraph
Formatting
Review 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)
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 107
INSTRUCTIONAL ACTIVITIES
Relevancy
Instructional Activities
10. 





11. 
Distribute What Do You Know About
Business Documents? to students.
Instruct students to identify the documents
that they know on page 1 of the activity
The next two pages of the activity contain a
three column table.
 Column 1 lists each document that will
be discussed, demonstrated, and
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
 Assesses what
students
UNDERSTAND (B2)
about formatting
business documents
and previews future
instruction about
business document
formatting
 What Do You
Know About
Business
Documents?
activity and key
Distribute the Business Documents
Checklist to students
 Reviews the purpose
and expectations of
keying business
documents
 Helps students
UNDERSTAND (B2)
performance criteria
 Business
Documents
Checklist
 Business
Documents
Rubric
•

Resources
Students should use the document to
keep track of their completed work and
grades
Distribute the Business Documents
Rubric to students
•
Business Document Rubric will be
used to assess student performance on
each business document
•
Discuss the differences between the
three performance levels
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 108
INSTRUCTIONAL ACTIVITIES
Relevancy
Instructional Activities
12. 



Resources
  3.01/
Documents/
Document
Examples
Preparation: Prior to the next activity,
send the Document Examples PDF file
located in the 3.01 Documents folder to
students electronically or make it available
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
discuss the 2 sample résumés located in
the 3.01 Documents folder while students
view pages 1-2 of the Document
Examples PDF file that was sent to them
electronically
Discuss the font and paragraph formats
and the use of white space
Distribute the Business Document Notes:
Résumé graphic organizer and facilitate
class discussion about résumé
components, use, and keying guidelines
Guide students through setting up a
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.
6411 – Computer Applications I
 Helps students
UNDERSTAND (B2)
the uses and
components of various
business documents
through discussion and
example.
Summer 2008, Version 2
  3.01/
Documents/
Document
Examples/
 Examples of
résumés from
Internet,
textbooks, or
other sources
 Business
Document
Notes: Résumé
Student Notes
Unit B – 3.01 – page 109
INSTRUCTIONAL ACTIVITIES
14.


Instructional Activities
Relevancy
Distribute the Independent Practice:
Résumé activity and instruct students to
use the information from the notes to key
the activity
Follow up with the facilitated discussion
using the following questions:
 Helps students
UNDERSTAND (B2)
the uses and
components of various
business documents
through discussion and
example.
•
•
•
•
What is a résumé?
•
What guidelines should you follow when
keying a résumé?
Resources
Why is it used?
 Independent
Practice:
Résumé
 Business
Documents
Checklist
 Business
Documents
Rubric
What are the components of a résumé?
How should the components be
organized?
•

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
résumé and tailor the resume to a job of
their interest
Once completed, students should share
their résumés with each other for
proofreading purposes
(Optional) Invite the CDC to review the
résumés and provide feedback
Monitor/assist as needed
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
 Helps students
UNDERSTAND (B2)
the uses and
components of various
business documents
through discussion and
example.
 Business
Document
Notes: Résumé
Student Notes
 No key is
provided for this
activity
 Business
Documents
Checklist
 Business
Documents
Rubric
Continued on next page
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 110
INSTRUCTIONAL ACTIVITIES
Instructional Activities
16.







Using a digital projector, display and
discuss the 2 sample business letters
located in the 3.01 Documents folder while
students view pages 3-4 of the Business
Documents PDF file that was sent to them
electronically
Distribute the Business Document Notes:
Business Letter graphic organizer and
facilitate discussion about the components,
keying guidelines, and uses of a business
letter.
Guide students through setting up a
business letter by demonstrating margins
and spacing. Demonstrate how to adjust a
letter so that it fits
appropriately/professionally within the
margins.
Distribute the Independent Practice:
Business Letter activity and instruct
students to use the information from the
notes to key the activity
Follow up with facilitated class discussion
using these questions:
•
•
What is a business letter?
•
•
Why is a business letter used?
•
What guidelines should you follow when
keying a business letter?
•
•
Why is accuracy so important?
Relevancy
Resources
 Helps students
UNDERSTAND (B2)
the uses and
components of various
business documents
through discussion and
example.
 Examples of
business letters
from Internet,
textbooks, or
other sources
 Business
Document
Notes:
Business Letter
Student Notes
  3.01/
Documents
/Document
Examples
 Independent
Practice:
Business Letter
activity and key
 Business
Documents
Checklist
 Business
Documents
Rubric
What are the components of a business
letter?
How should the components be
organized?
What are some examples of business
letters used in business?
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: Less 3, ex 1, & p 75-76 Glencoe Microsoft Office 2003 (for Business
Letters)
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 111
INSTRUCTIONAL ACTIVITIES
Instructional Activities
17.








Using a digital projector, display and
discuss the sample personal business letter
located in the 3.01 Documents folder while
students view page 5 of the Business
Documents PDF file that was sent to them
electronically
Distribute the Business Document Notes:
Personal Business Letter and Letter of
Application graphic organizer and review
the information on the purpose, uses,
components, and keying guidelines for
personal business letters
Facilitate a class discussion using the
following questions:
•
How is a personal business letter
different from a business letter in
purpose and format?
•
•
Why is accuracy important?
Relevancy
Resources
 Helps students
UNDERSTAND (B2)
the uses and
components of various
business documents
through discussion and
example.
 Examples of
personal
business letters
from Internet,
textbooks, or
other sources.
 Business
Document
Notes:
Personal
Business Letter
Student Notes
  3.01
Documents/
Document
Examples
 Business
Documents
Checklist
 Business
Documents
Rubric
 Independent
Practice:
Personal
Business Letter
activity and key
What are some uses of a personal
business letter?
Distribute Independent Practice:
Personal Business Letter and instruct
students to complete the activity
independently
Monitor/provide assistance as needed
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
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)
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 112
INSTRUCTIONAL ACTIVITIES
Relevancy
Instructional Activities
18.




Using a digital projector, display and
discuss the sample memos located in the
3.01 Documents folder while students view
pages 6-7 of the Document Examples
PDF file that was sent to them
electronically
Distribute the Business Document Notes:
Memo graphic organizer and review the
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:
•
•
•
•
Resources
 Helps students
UNDERSTAND (B2)
the uses and
components of various
business documents
through discussion and
example.
 Business
Document
Notes: Memo
Student Notes
  3.01
Documents/
Document
Examples
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)
Continued on next page
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 113
INSTRUCTIONAL ACTIVITIES
Instructional Activities
19.



To complete the Independent Practice:
Memo activity, instruct students to retrieve
the business letter keyed in Independent
Practice: Business Letter and modify its
contents to meet the standards of a memo
Describe and demonstrate the procedure
for retrieving and renaming a file
Ask students how they will reformat the
letter
Relevancy
Resources
 Helps students
UNDERSTAND
(B2).the procedures for
formatting business
documents
 Business letter
created in
Independent
Practice:
Business Letter
 Independent
Practice:
Memo key
 Business
Documents
Checklist
 Business
Documents
Rubric
•




Answers should include adding a
heading section, reformatting the date,
addressee, and sender information,
adding a subject line, and deleting the
salutation and closure
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
Monitor/provide assistance as needed
Follow up with the question, “What are
some examples of how a memo can be
used?”
Continued on next page
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 114
INSTRUCTIONAL ACTIVITIES
Relevancy
Instructional Activities
13. 


14. 




15. 


Resources
Using a digital projector, display and
discuss the sample agendas located in the
3.01 Documents folder while students view
pages 8-12 of the Business Documents
PDF file that was sent to them electronically
Distribute the Business Document Notes:
Agenda graphic organizer while
presenting, reviewing, and discussing
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
 Helps students
UNDERSTAND
(B2).the components
and business uses of
an agenda
 Business
Document
Notes: Agenda
Student Notes
  3.01
Documents/
Document
Examples/
Distribute Independent Practice: Agenda
to students and instruct them to complete
the activity independently
Monitor students while they complete the
activity and assist as needed
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
When students have completed the activity,
follow up with the question, “What are some
examples of how an agenda can be used?”
 Helps students
UNDERSTAND
(B2).the purpose and
components of an
agenda through
independent practice,
application, discussion,
and reflection
 Independent
Practice:
Agenda activity
and key
 Business
Documents
Checklist
 Business
Documents
Rubric
Using a digital projector, display and
discuss the sample minutes located in the
3.01 Documents folder while students view
pages 13-15 of the Business Documents
PDF file that was sent to them electronically
Distribute the Business Document Notes:
Minutes graphic organizer and discuss the
purpose, uses, components, and keying
guidelines
Demonstrate how to format minutes as
students follow along at their computers
 Helps students
UNDERSTAND
(B2).the components
of minutes through
guided practice
 Business
Document
Notes: Minutes
Student Notes
  3.01
Documents/
Document
Examples/
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 115
INSTRUCTIONAL ACTIVITIES
Relevancy
Resources
Distribute Independent Practice: Minutes
to students and instruct them to complete
the activity independently
Monitor/provide assistance as needed
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
When students have completed the activity,
follow up with the question, “What are some
examples of how minutes can be used and
formatted?”
 Helps students
UNDERSTAND
(B2).the purpose and
components of minutes
through independent
practice, application,
discussion, and
reflection
 Independent
Practice:
Minutes
Student activity
and key
Business
Documents
Checklist
 Business
Documents
Rubric
Using a digital projector, display and
discuss the sample report located in the
3.01 Documents folder while students view
pages 19-28 of the Business Documents
PDF file
Distribute the Business Document Notes:
Research Report graphic organizer and
discuss the purpose, uses, components,
and keying guidelines
Notes: MLA is a style used for reports that
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,Crossreferencing: Using MLA Format
 Helps students
UNDERSTAND
(B2).the purpose and
components of a
business report
through guided
practice
 Business
Document
Notes:
Research
Report Student
Notes
  3.01
Documents/
Document
Examples/
Instructional Activities
16. 




17. 




www.dianahacker.com/pdfs/Hacker-DalyMLA.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
students follow along at their computers

6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 116
INSTRUCTIONAL ACTIVITIES
Relevancy
Instructional Activities
18. 
Distribute Independent Practice:
Research Report and the ELECTRONIC
file, Documents/IP Research Report
activity, to students and instruct them to
use their notes to adjust the format
appropriately according to MLA guidelines
AND
 Monitor /provide assistance as needed
 When students have completed the activity,
follow up with the question, “What are some
examples of how a research report can be
used in business?”
 Where can they find help and references
for keying a report in a particular format, for
keying references, and other support
documents? (for example,
www.owl.english.purdue.edu
19. 



Using a digital projector, display and
discuss the sample table of contents
located in the 3.01 Documents folder while
students view page 29 of the Business
Documents PDF file that was sent to them
electronically
Distribute the Business Document Notes:
Table of Contents graphic organizer and
discuss the purpose, uses, components,
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
Resources
 Helps students
UNDERSTAND
(B2).the purpose and
components of a
research report
through independent
practice, application,
discussion, and
reflection
 Independent
Practice:
Research
Reports activity
 Business
Documents
Checklist
 Business
Documents
Rubric
  3.01
Documents/ IP
Research
Report activity
  3.01
Documents/ IP
Research
Report key
 Helps students
UNDERSTAND (B2)
the format,
components, and use
of a table of contents
  3.01
Documents/
Document
Examples/
 Business
Document
Notes: Table of
Contents
Student Notes
Continued on next page
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 117
INSTRUCTIONAL ACTIVITIES
Relevancy
Instructional Activities
20. 


21. 



22. 


23. 

Resources
Distribute Independent Practice: Table of
Contents to students
Instruct students to key the activity
independently using their notes
Monitor/provide assistance as needed
 Helps students
UNDERSTAND (B2)
the format,
components, and use
of a table of contents
 Independent
Practice: Table
of Contents
activity and key
 Business
Documents
Checklist
 Business
Documents
Rubric
After all business document activities
have been completed, instruct students to
retrieve the What Do You Know About
Business Documents? activity and use
Column 3 to reflect on the knowledge they
have acquired about each document
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.
 Reviews and checks
what students
UNDERSTAND (B2)
about business
documents through
self-check
 What Do You
Know About
Business
Documents?
activity
Distribute the Business Document
Decisions activity and instruct students to
complete the activity independently
Monitor students/provide assistance
Upon completion of the activity, review
answers with the class
 Students will
CLASSIFY (B2) the
uses of various
business documents
 Business
Document
Decisions
student activity
and key
Distribute Document Formatting Review
to students and instruct them to complete
the activity independently.
Review the activity with the class once all
students have finished
 Reviews and checks
what students
UNDERSTAND (B2)
about formatting
 Document
Review activity
and key
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 118
INSTRUCTIONAL ACTIVITIES
Instructional Activities
24. 



25. 


Distribute Business Document
Components to students and instruct them
to classify the components by the
documents the components represent.
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


Resources
 Students will
CLASSIFY (B2) the
components of various
business documents
 Business
Document
Components
activity and key
 Software
Support
Features notes
graphic
organizer
Distribute Software Support Features
Notes to students and instruct them to take
notes as you give a broad overview of the
software support features included on the
notes page.
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
the mail merge feature to explain the
following:
•
the function of mail merge in the
creation of letters, mailing labels,
emails, etc
•
how mail merge has impacted the
efficiency of document processing
•
the importance of accuracy and how
one error can easily transfer to all
documents in the merge
•

Relevancy
the components of a mail merge
Distribute Guided Practice: Mail Merge to
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
6411 – Computer Applications I
 By using mail merge,
students will better
UNDERSTAND (B2)
the benefits of using
mail merge when
formatting business
documents
 Prepares students for
the next series of
activities that focus on
software support
features by introducing
them to the topics
Summer 2008, Version 2
 Teacherprepared notes
on mail merge
(Refer to
unpacked
content)
 Guided
Practice: Mail
Merge activity
and key
Unit B – 3.01 – page 119
INSTRUCTIONAL ACTIVITIES
Relevancy
Instructional Activities
26. 



27. 


28. 
Distribute Independent Practice: Mail
Merge to students and instruct them to
complete the activity independently
Monitor/provide assistance as needed
When students have completed the activity,
follow up with the question, “What are some
examples of how a mail merge can be
used?”
Provide feedback to students upon
completion of this activity in the form of a
grade or a requirement to revise
 Helps students
UNDERSTAND (B2)
the purpose and
components of a mail
merge through
independent practice,
application, discussion,
and reflection
 Independent
Practice: Mail
Merge activity
and key
Business
Documents
Checklist
 Business
Documents
Rubric
Distribute Guided Practice: Macros to
students
Using a digital projector, demonstrate the
activity and allow students to follow along at
their computers
Discuss the impact of macros on document
processing while students take notes
 Helps students
UNDERSTAND (B2)
the benefits of using
macros
 Guided
Practice:
Macro
To complete the Independent Practice:
Create a Macro activity, instruct students
to create a macro called Header with the
following information
 Helps students
UNDERSTAND (B2)
the usefulness of
macros as a formatting
tool
 No key or
handout is
provided for this
activity
 Student work
should look
similar to
headers used in
this guide
•
•
•
•


Resources
Student Name
Computer Applications I
Unit:
Assignment
Monitor students while they complete the
activity and assist as needed
When students have completed the activity,
follow up with the question, “How will the
macro you created assist you with further
assignments?
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 120
INSTRUCTIONAL ACTIVITIES
Relevancy
Instructional Activities
29. 


30. 


Resources
Distribute Guided Practice: Software
Support Tools to students and describe
the purpose and function of each support
tool while students take notes:
 Track changes
 Search and replace
 Styles
 Format painter
 Thesaurus
 Comments
Using a digital projector, complete the
activity as students follow along with you at
their computers
Facilitate a class discussion about the
effect of these tools on productivity and
accuracy
 Helps students
UNDERSTAND (B2)
the use, purpose, and
benefits of software
support tools through
guided practice
 Document on
Telephone
Etiquette
originally
created in
Independent
Practice: Page
Formatting
 Guided
Practice:
Software
Support Tools
activity and key
Distribute Independent Practice:
Software Support Tools to students and
instruct them to complete the activity
independently
Students will need the letter created in
Independent Practice: Business Letter to
complete this activity
Monitor/provide assistance as needed
 Helps students
UNDERSTAND (B2)
the use, purpose, and
benefits of software
support tools through
independent practice
 Business letter
originally
created in
Independent
Practice:
Business Letter
 Independent
Practice:
Software
Support Tools
activity and key
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 121
INSTRUCTIONAL ACTIVITIES
Relevancy
Instructional Activities
31. 








Distribute the Document Culmination
Project to students.
Review the instructions with the class
Distribute and review the Project
Checklist with the class and assign a due
date
Instruct students to share their printed work
with each other for proofing and make
revisions before submitting
(Optional) To save paper and promote 21st
Century Skills, allow students to collaborate
using wikis/collaboration software
(Optional) Allow students to use each
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
6411 – Computer Applications I
Resources
 Helps students
UNDERSTAND (B2)
document purposes
and components
Summer 2008, Version 2
 Document
Culmination
Project
Business
Documents
Rubric (p 63)
 Collaboration
software/
website
(optional)
 No key is
provided for the
culmination
project
Unit B – 3.01 – page 122
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
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 123
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
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 124
What Do You Know About Font Formatting?
Student Name:
Student Activity
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.
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 125
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
OR
2.
Highlight/select the text and click on the bold button on the formatting
toolbar
Highlight/select the text and select format, font, bold
champion
Highlight/select the text and use CTRL + I
OR
OR
3.
Highlight/select the text and click on the italics button on the formatting
toolbar
Highlight/select the text and select format, font, italics
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
OR
6.
FBLA MEMBERSHIP ROSTER
OR
7.
Highlight/select the 2 and select format, font, subscript
Highlight/select the 2 and use CTRL + =
Highlight/select the phrase and select format, font, small capitals
Highlight/select the phrase and use CTRL + Shift + K
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.
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 126
Guided Practice: Paragraph Formatting
Student Name:
Student Activity
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
Change line spacing
Add a border to a paragraph
Add bullets
Add a footnote
Cut and paste
Format a paragraph heading
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 doublespaced 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.
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 127
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.
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 128
Independent Practice: Paragraph Formatting
Student Name:
Student Activity
Period:
Date:
INDEPENDENT PRACTICE: PARAGRAPH FORMATTING
Directions: In this activity, you will work independently to apply formats to paragraphs and
answer related questions.
Part I: Key the following paragraph and apply the formats listed below.
The purpose of Future Business Leaders of America (FBLA) is to provide as an integral
part of the instructional program additional opportunities for students (grades 6-12) in
business education and to develop vocational and career supportive competencies and to
promote civic and personal responsibilities.1
1
North Carolina Future Business Leaders of America State Awards Program, 2001 Edition
1.
Indent the first line
2.
Double space the paragraph
3.
Add a footnote
4.
Add a border around the paragraph
Part II: Key the following paragraph and apply the formats listed below.
Are You Too Young to Plan Your Retirement?
The average American is now expected to live into his or her 80s. That means that you could
be living on retirement for up to a third of your life. True, your living expenses are likely to be
somewhat lower in retirement than they are now, while you are working and perhaps raising
a family. Think about the money it will take to live comfortably and then multiply it by 20 or
even 30 years. But according to many financial experts, in order to maintain your current
standard of living, you will need 60 to 80 percent of your final working income for every year
of your retirement. It’s a big number and it won’t happen automatically. Don’t forget about
inflation when planning for your retirement. The cost of a movie ticket in 2000 was $9.00. A
movie ticket in 2025 is expected to cost $28.81. A car cost $16,615 in 2000. The same car
will cost $53,180 in 2025. Source: NC 401(k) Plan: Helping You Bild a Better Financial
Future. July 2004. Prudential Retirement.
1.
Beginning with the sentence “The cost of a movie ticket in 2000 . . .,” format the
remaining sentences as a bulleted list
2.
Select the entire paragraph (except the bulleted list) and format it as a hanging indent.
3.
Cut the sentence “Think about the money it will take to live comfortably and then multiply
it by 20 or even 30 years” and paste it after the sentence “But according to many
financial experts, in order to maintain your current standard of living, you will need 60 to
80 percent of your final working income for every year of your retirement.”
4.
Format “Are You Too Young to Plan Your Retirement?” as a paragraph heading.
5.
Format the source note in hanging indent style
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 129
Independent Practice: Paragraph Formatting
Student Name:
Student Activity
Period:
Date:
Part III: Key the answers to the following questions in complete sentences. Save and submit
according to teacher instructions.
1.
What are two techniques used to indent a paragraph?
2.
Why might paragraphs be double-spaced?
3.
What affect did the border have on the text you keyed?
4.
What happened when you applied bullets?
5.
How did bullets make the list easier to read?
6.
What does a hanging indent look like?
7.
What is the purpose of a paragraph heading?
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 130
Independent Practice: Paragraph Formatting
Teacher Key
INDEPENDENT PRACTICE: PARAGRAPH FORMATTING KEY
Directions: In this activity, you will work independently to apply formats to paragraphs and
answer related questions.
Part I:
The purpose of Future Business Leaders of America (FBLA) is to provide as an
integral part of the instructional program additional opportunities for students (grades 6-12)
in business education and to develop vocational and career supportive competencies and
to promote civic and personal responsibilities.1
1
North Carolina Future Business Leaders of America State Awards Program, 2001 Edition
Part II: Key the following paragraph and apply the formats listed below.
Are you too young to plan your retirement? The average American is now expected to
live into his or her 80s. That means that you could be living on retirement for up to
a third of your life. True, your living expenses are likely to be somewhat lower in
retirement than they are now, while you are working and perhaps raising a family.
But according to many financial experts, in order to maintain your current standard
of living, you will need 60 to 80 percent of your final working income for every year
of your retirement. Think about the money it will take to live comfortably and then
multiply it by 20 or even 30 years. It’s a big number and it won’t happen
automatically. Don’t forget about inflation when planning for your retirement.1
o
The cost of a movie ticket in 2000 was $9.00.
o
A movie ticket in 2025 is expected to cost $28.81.
o
A car cost $16,615 in 2000.
o
The same car will cost $53,180 in 2025.
1
NC 401(k) Plan: Helping You Bild a Better Financial Future.
Retirement.
6411 – Computer Applications I
Summer 2008, Version 2
July 2004.
Prudential
Unit B – 3.01 – page 131
Independent Practice: Paragraph Formatting
Teacher Key
Part III: Key the answers to the following questions in complete sentences.
1. What are two techniques used to indent a paragraph?

Use the tab key

Through the menu bar/ribbon
2. Why might paragraphs be double-spaced?

To increase readability
3. What effect did the border have on the text you keyed?

It added emphasis to the paragraph
4. What happened when you applied bullets?

The items became aligned in a list and each list began with a symbol
5. How did bullets make the list easier to read?

By drawing the reader’s eye to text that has been enhanced by the bullets
6. What does a hanging indent look like?

The first line is keyed at the left margin and remaining lines are keyed at a .5 tab
stop
7. What is the purpose of a paragraph heading?

To give a general idea of the topic of the paragraph
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 132
Table Formatting Notes
Student Activity
Student Name:
Period:
Date:
TABLE FORMATTING NOTES
Directions: Use this document to take notes as your teacher guides you through the uses and
formats commonly associated with tables.
Components of a Table
Procedure
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 133
Guided Practice: Table Formatting
Student Activity
Student Name:
Period:
Date:
GUIDED PRACTICE: TABLE FORMATTING
Spotlight on the Job
Job Title
Job
Description
Workplace
Education
Earnings
Job Outlook
Spa Manager
A spa manager oversees the operations at a spa. They ensure that guests
receive the level of service expected and that the spa business is run
efficiently and profitably.
Today’s spas range from small specialty facilities to day spas to huge luxury
resorts. There are spas offering medical treatments requiring a doctor’s
supervision, mineral springs spas, and destination spas that provide fitness
and nutrition programs.
At larger upscale spas, management trainees often need a bachelor’s
degree, while smaller facilities may require an associate degree or certificate
in hospitality management or international spa operation and management.
According to the US Department of Labor’s Occupational Outlook Handbook,
median annual earnings of lodging and spa managers were $42,320 in May
2006, with the highest 10 percent earning more than $82,510. Managers
may also receive benefits and earn bonuses.
The US Department of Labor predicts that jobs in the field will grow about as
fast as average for other professions. In some other countries, the spa
industry is growing at an even more rapid pace, opening up opportunities for
employment in international spa management.
Directions:
1.
Key the title in all caps, 14 pt and bold
2.
Insert a 2 column, 6 row table
3.
Key the column headings
4.
Bold and center the column headings
5.
Key the table data
6.
Set paragraph formatting to 6 pt spacing above and below
7.
Vertically center and center align the column headings
8.
Vertically center and left align the text in the table body
9.
Set paragraph spacing to 6 pt before and after
10. Apply 10% gray shading to the column headings
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 134
Guided Practice: Table Formatting
Teacher Key
GUIDED PRACTICE: TABLE FORMATTING KEY
SPOTLIGHT ON THE JOB
Job Title
Spa Manager
Job
Description
A spa manager oversees the operations at a spa. They ensure that guests
receive the level of service expected and that the spa business is run
efficiently and profitably.
Workplace
Today’s spas range from small specialty facilities to day spas to huge luxury
resorts. There are spas offering medical treatments requiring a doctor’s
supervision, mineral springs spas, and destination spas that provide fitness
and nutrition programs.
Education
At larger upscale spas, management trainees often need a bachelor’s
degree, while smaller facilities may require an associate degree or certificate
in hospitality management or international spa operation and management.
Earnings
According to the US Department of Labor’s Occupational Outlook Handbook,
median annual earnings of lodging and spa managers were $42,320 in May
2006, with the highest 10 percent earning more than $82,510. Managers
may also receive benefits and earn bonuses.
Job Outlook
The US Department of Labor predicts that jobs in the field will grow about as
fast as average for other professions. In some other countries, the spa
industry is growing at an even more rapid pace, opening up opportunities for
employment in international spa management.
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 135
Table Formatting Rubric
Student Activity
Student Name:
Period:
Date:
TABLE FORMATTING RUBRIC
Excellent
(10)
Table Contents
Satisfactory
(8)
Poor
(6)
Column headings are centered
horizontally and vertically
5 cells
3 cells
< 3 cells
Column headings are keyed in bold font
5 cells
3 cells
< 3 cells
Rows are adjusted evenly
100%
80%
< 80%
Columns are adjusted evenly
100%
80%
< 80%
Cell data in rows is vertically and
horizontally centered
100%
80%
< 80%
Table contains at least one merged row
or column
Yes
Yes
No
Row headings are shaded
100%
80%
< 80%
Row headings are keyed in bold font
100%
80%
< 80%
Table contains an appropriate title
Yes
Yes
No
Spelling errors
0
2-3
>3
Total: Multiply checked cells by point
value of column
Total Points:
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 136
Independent Practice: Table Formatting
Student Name:
Student Activity
Period:
Date:
INDEPENDENT PRACTICE: TABLE FORMATTING
Create a table of your favorite television shows Monday through Friday. Apply the following
formats:
•
Horizontally and vertically center the column and row headings and key them in bold font
•
Adjust rows evenly
•
Merge any cells that represent hour-long shows
•
Divide all columns evenly
•
Include at least one merged row or column
•
Apply shading to the row and column headings
•
Key an appropriate title for the table
•
Save and print the table according to teacher directions
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 137
Guided Practice: Page Formatting Instructions
Teacher Key
INDEPENDENT PRACTICE: TABLE FORMATTING KEY
Note: Student tables will vary
Monday
Tuesday
Wednesday
Thursday
Friday
7:00 – 7:30
NCIS
Andy Griffith
Jeopardy
Sponge Bob
Jeopardy
7:30 – 8:00
Wheel of
Fortune
Wheel of
Fortune
Wheel of
Fortune
Wheel of
Fortune
Wheel of
Fortune
Wife Swap
American Idol
American Idol
CSI
Ghost
Whisperer
8:00 – 8:30
8:30 – 9:00
9:00 – 9:30
Two and a
Half Men
Shark
CSI Miami
Numb3rs
Dog the
Bounty
Hunter
9:30 – 10:00
24
Dateline
48 Hours
A&E
Dog
Whisperer
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 138
Guided Practice: Page Formatting Instructions
Student Name:
Period:
Student Activity
Date:
GUIDED PRACTICE: PAGE FORMATTING INSTRUCTIONS
Directions: Use the Guided Practice Page Formatting Excerpt that has been sent to you
ELECTRONICALLY by your teacher to follow along as your teacher demonstrates how to
complete the tasks listed below.
1.
Adjust the side margins to 1.5” left and 1” right
2.
Format the page for landscape orientation
3.
Set a header with your name on the left, Computer Applications I in the middle, and the
current date on the right
4.
Turn off widow orphan protection
5.
Insert a manual page break after the phrase Whereas, the average balance for college
students with credit cards was . . . and
6.
Allow the computer to use word wrap instead of manually entering at the end of each
line
7.
Delete the manual page break
8.
Format the entire document into two columns of equal width
9.
Add a page border
6411 – Computer Applications I
Summer 2008, Version 2
Unit B – 3.01 – page 139
Student Name
Computer Applications I
Current Date
Teacher Key
GUIDED PRACTICE: PAGE FORMATTING KEY
RESOLUTION TO THE STATE BOARD OF EDUCATION
Presented by State Treasurer Richard Moore
October 5, 2006
Whereas, personal financial education is essential to ensure
that North Carolina’s youth are equipped to make informed
financial decisions; and
Whereas, A 2004 survey found that 56% of parents believe
high school graduates are totally unprepared to responsibly
manage their personal finances; and
Whereas, many young people have difficulty managing their
first consumer credit experiences due to a lack of knowledge
and experience in money management; and
Whereas, the average balance for college students with credit
cards was $2,327 and students double their average credit
card debt - and triple the number of credit cards in their wallets
- from the time they arrive on campus until graduation; and
Whereas, the acquisition of financial literacy skills by young
people in North Carolina will contribute to positive change for
the communities in which they live and work and will greatly
benefit the economy of this state; and
Whereas, the Department of Public Instruction, in concert with
the Department of State Treasurer, have agreed that
measuring the status of our student’s current financial literacy
skills is critical to meeting the mandate of Senate Bill 622;
Therefore, be it
RESOLVED, the State Board of Education endorses a
determination of the status of financial literacy knowledge
of the State’s students. To that end, the Department of
State Treasurer and Department of Public Instruction will
conduct a Random Stratified Survey to determine the
extent of the need for financial literacy education and to
meet the requirements of the mandate of Senate Bill 622.
The Department of State Treasurer and Department of
Public Instruction will work together to determine the
timing and scope of the survey and report results back to
the State Board.
Whereas, the Legislature in passing Senate Bill 622, which
calls for implementation of financial literacy curriculum in the
state’s high schools by Fall 2007, has recognized the
importance of teaching financial education to our students; and
6411 – Computer Applications I
Summer 2008, Version 2
Competency B – 3.01 – page 140
Independent Practice: Page Formatting Instructions
Student Name:
Student Activity
Period:
Date:
INDEPENDENT PRACTICE: PAGE FORMATTING INSTRUCTIONS
Directions: Edit the excerpt from Wild Woman’s Guide to Etiquette, Chapter 9, by Sharon A. Hill that
has been sent to you ELECTRONICALLY by your teacher as directed below. Answer the questions on
the next page.
1.
Format the title, Chapter 9. Telephone Etiquette as follows:

Font size 16

Font style – Bold

Font – Arial

Font effect – Small caps
2.
Set the left margin to 1.25”
3.
Triple space after the title
4.
Indent all paragraphs
5.
Double space the entire chapter and delete any extra spaces between paragraphs
6.
Format all side headings as paragraph headings in a sans serif font

Format the text as bold and initial caps

Insert a period after the text (do not bold the period)

The font size should correspond to that of the paragraph text, which is 12

The paragraph body begins on the same line as the paragraph heading
7.
Cut the paragraph about placing a telephone call and paste it ahead of the section
on leaving messages
8.
Add a border around the title
9.
Format the five paragraphs below Cell phones and pagers with bullets. Single
space within and double space between each bulleted item
10.
Format a page border around the entire document
11.
Format a header with the chapter title 12 pt Arial font in the left-hand margin. Do not
show the header on the first page
12.
Format a footer with a page number in the bottom right hand margin in the same font
and size as the header
13.
Quadruple space at the end of the body of the chapter to key the reference in
hanging indent format
14.
Format the book title in italics
15.
Protect against orphans and widows by using manual (hard) page breaks
16.
Proofread the document before saving and submitting
6411 – Computer Applications I Summer 2008, Version 2
Competency B – 3.01 – page 141
Independent Practice: Page Formatting Questions
Student Name:
Student Activity
Period:
Date:
INDEPENDENT PRACTICE: PAGE FORMATTING QUESTIONS
Directions: Key the answers to the following questions in complete sentences.
1.
What procedure did you use to format the title?
2.
What effect did the format applied to the title have on the document?
3.
Why do you think the title format was applied?
4.
How many blank lines were left between the title and the body after you triple spaced?
5.
What happened when you formatted the side headings?
6.
How did you make sure that the period at the end of each paragraph heading was not
bold?
7.
What happened when you formatted the bulleted items?
8.
What effect did the bulleted format style have on the text?
9.
Which format (bullets or paragraph style) do you prefer and why?
10.
What effect did rearranging the paragraphs have on the overall message?
11.
What effect did the border have on the text you keyed?
12.
What is the purpose of a paragraph heading?
6411 – Computer Applications I Summer 2008, Version 2
Competency B – 3.01 – page 142
Independent Practice: Page Formatting
Teacher Key
INDEPENDENT PRACTICE: PAGE FORMATTING KEY
6411 – Computer Applications I
Summer 2008, Version 2
Competency B – 3.01 – page 143
Independent Practice: Page Formatting
6411 – Computer Applications I
Teacher Key
Summer 2008, Version 2
Competency B – 3.01 – page 144
Font, Page, and Paragraph Formatting Review
Student Name:
Student Activity
Period:
Date:
FONT, PAGE, AND PARAGRAPH FORMATTING REVIEW
Directions: Determine the appropriate font format(s) for the items below. More than one
format may be applied to a single item. The first one has been done for you.
What is the appropriate formatting for:
b, c
1.
The title of a report
a.
Accent
2.
The title of a book in a reference or source line
b.
All caps
3.
The “e” in the word café
c.
Bold
4.
To emphasize a word
d.
Italics
5.
A website
e.
Subscript
6.
An email address
f.
Superscript
7.
The numbers in a chemical equation
g.
Underline
Match the term with its definition
1.
To add vertical or horizontal lines around the edges
of a page or a paragraph
a.
Borders
2.
To indent all lines except the first line of a paragraph
b.
Bullets/ numbers
3.
Used to organize and list items
c.
Cut/paste
4.
Used to describe the main idea of a paragraph
d.
Endnote
5.
Key used to indent
e.
Footer
6.
To move text from one location in a document to
another
f.
Footnote
7.
Used to indicate a new paragraph or offset a long
quote
g.
Hanging indent
8.
A source reference placed at the bottom of the
same page
h.
Hard break
9.
A list of all source references used in a document,
placed on a separate page
i.
Header
10.
Used to arrange and organize text in columns and
rows
j.
Indent
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 145
Font, Page, and Paragraph Formatting Review
Student Name:
Student Activity
Period:
Date:
Match the term with its definition
11.
When the paper is wider than it is tall
k.
Landscape
12.
When the paper is taller than it is wide
l.
Paragraph
heading
13.
Running text at the top of a page, such as a page
number, date, title
m.
Portrait
14.
Running text at the bottom of a page, such as a
page number, date, title
n.
Tab
15.
To manually divide text between more than one
page
o.
Table
Key the text about font according to the guidelines listed below:
 Key a title for the text that as placed and formatted appropriately
 Use your knowledge of font formatting to draw attention to key words
 Determine the appropriate paragraph breaks and indent each.
 At the end of the text, use two bulleted lists to provide 3 examples each of sans serif
fonts and serif fonts.
A serif font is one that has small attributes at the tips of each letter. The most commonly used
serif font is Times New Roman. It is often used in the body of a letter or report. A sans serif
font does not include the attributes at the tips of each letter. Arial is a sans serif font. Sans
serif fonts are commonly used in title texts and serifs are commonly used for the body text.
While there is no steadfast rule that dictates a sans serif font must be used for titles and a serif
for body, this practice is used more often than not in hard copy materials. Serif fonts are said
to propel the reader forward because of the natural right-sided slant of the letters. Sans serif
fonts are the preferred font for web-based content. Sans is a French word meaning without.
Key the answers to the following questions:
3.
What is the difference between a serif font and a sans serif font?
4.
Which font is preferred for hard copy text?
5.
Why are serif fonts preferred?
6.
What font is used in this question?
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 146
Font, Page, and Paragraph Formatting Review
Teacher Key
FONT, PAGE, AND PARAGRAPH FORMATTING REVIEW KEY
Directions: Determine the appropriate font format(s) for the items below. More than one
format may be applied to a single item. The first one has been done for you.
What is the appropriate formatting for:
B, C
1.
The title of a report
a.
Accent
D
2.
The title of a book in a reference
b.
All caps
A
3.
The “e” in the word café
c.
Bold
C
4.
To emphasize a word
d.
Italics
G
5.
A website
e.
Subscript
G
6.
An email address
f.
Superscript
F
7.
The numbers in a chemical equation
g.
Underline
Match the term with its definition
A
G
1.
2.
Vertical or horizontal lines around the edges of a
page or a paragraph
a.
To indent all lines except the first line of a
paragraph
b.
Borders
Bullets/ numbers
B
3.
Used to organize and list items
c.
Cut/paste
L
4.
Used to describe the main idea of a paragraph
d.
Endnote
N
5.
Key used to indent
e.
Footer
6.
To move text from one location in a document to
another
f.
Used to indicate a new paragraph or offset a long
quote
g.
A source reference placed at the bottom of the
same page
h.
A list of all source references used in a
document, placed on a separate page
i.
Used to arrange and organize text in columns
and rows
j.
11.
When the paper is wider than it is tall
k.
Landscape
12.
When the paper is taller than it is wide
l.
Paragraph
heading
13.
Running text at the top of a page, such as a page
number, date, title
m.
Running text at the bottom of a page, such as a
page number, date, title
n.
C
J
F
D
O
K
M
I
E
7.
8.
9.
10.
14.
6411 – Computer Applications I
Footnote
Hanging indent
Hard break
Header
Indent
Portrait
Tab
Summer 2008, Version 2 Competency B – 3.01 – page 147
Font, Page, and Paragraph Formatting Review
Teacher Key
Match the term with its definition
H
15.
To manually divide text between more than one
page
o.
Table
SANS SERIF AND SERIF FONTS
A serif font is one that has small attributes at the tips of each letter. The most
commonly used serif font is Times New Roman. It is often used in the body of a letter or
report.
A sans serif font does not include the attributes at the tips of each letter. Arial is a sans
serif font. Sans serif fonts are commonly used in title texts and serifs are commonly used for
the body text. While there is no steadfast rule that dictates a sans serif font must be used for
titles and a serif for body, this practice is used more often than not in hard copy materials.
Serif fonts are said to propel the reader forward because of the natural right-sided slant
of the letters. Sans serif fonts are the preferred font for web-based content. Sans is a French
word meaning without.
Examples of Serif Font
 Times New Roman
 Cambria
 Bell MT
Examples of Sans Serif Font
 Arial
 Comic Sans
 Calibri
Key the answers to the following questions:
1.
What is the difference between a serif font and a sans serif font?
Serif fonts do not have attributes at the tips of the letters
2.
Which font is preferred for hard copy text?
Serif
3.
Why are serif fonts preferred?
They are said to propel the reader’s eyes forward
4.
What font is used in this question?
Arial
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 148
What do you know about Business Documents?
Student Name
Date:
Student Activity
Period
WHAT DO YOU KNOW ABOUT BUSINESS DOCUMENTS?
Part I Directions: Test your knowledge by labeling the four business documents. A list of
terms is provided at the bottom of this document.
2.
1.
Revised Bloom’s Taxonomy
Peer Review Committee
May 27, 2009
NC DPI
8:30 a.m.
Welcome and Introductions
9:00 a.m.
Overview of Blueprints
John
Mary Jo
10:00 a.m.
Break
10:15 a.m.
Unpacking the Content
Claudia
11:30 a.m.
Activities and Objectives
Bladen
1:00 p.m.
Lunch and Adjournment
Claudia
3.
May 4, 2008
4.
Holiday Inn
300 Hillsborough Street
Raleigh, NC 26589
May 4, 2008
To Whom It May Concern:
During my recent stay in your lovely hotel, I was
highly impressed by the cleanliness of the rooms
and quality of the food. The hospitality of hotel
staff was outstanding. Thank you for doing such
a great job in showing your appreciation of your
guests and I look forward to my next visit.
Sincerely
Key Terms:
• Agenda
• Business Letter
• Minutes
• Memo
TO:
Mike Ward, President
FROM:
Cecelia Barnes, Consultant
SUBJECT:
PRODUCT RECALL
Due to the recent crisis involving tainted pet food
products supplied by your company, we will no longer
require your advertising services. Although I regret
having to sever our relationship, we at Animals Are
Us must keep the public’s safety as our main priority.
Mrs. Mary Jones
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 149
What do you know about Business Documents?
Student Name
Student Activity
Date:
Period
WHAT DO YOU KNOW ABOUT BUSINESS DOCUMENTS?
Part II Directions: Although you are not expected to know the details and descriptions of each
document listed below, you probably know more than you think you do! Describe what you
know about the following business documents and come back to this document later to rate
your progress.
Date:
Date:
Document
What I know about components and uses of
this document:
Résumé
I now know more about each
document and my comfort
levels are:
I feel that I am an expert.
I know enough to get by with
a little more practice.
I don’t have a clue.
Business
Letter
I feel that I am an expert.
I know enough to get by with
a little more practice.
I don’t have a clue.
Personal
Business
Letter
I feel that I am an expert.
I know enough to get by with
a little more practice.
I don’t have a clue.
Memo
I feel that I am an expert.
I know enough to get by with
a little more practice.
I don’t have a clue.
Agenda
I feel that I am an expert.
I know enough to get by with
a little more practice.
I don’t have a clue.
Minutes
I feel that I am an expert.
I know enough to get by with
a little more practice.
I don’t have a clue.
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 150
What do you know about Business Documents?
Student Name
Date:
Period
Date:
Date:
Document
Student Activity
What I know about components and uses of
this document:
I now know more about each
document and my comfort
levels are:
Research
Report
I feel that I am an expert.
I know enough to get by with
a little more practice.
I don’t have a clue.
Table of
Contents
I feel that I am an expert.
I know enough to get by with
a little more practice.
I don’t have a clue.
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 151
What do you know about Business Documents?
Teacher Key
WHAT DO YOU KNOW ABOUT BUSINESS DOCUMENTS? KEY
Part I Directions: Test your knowledge by labeling the four business documents
Minutes
Agenda
Revised Bloom’s Taxonomy
Peer Review Committee
May 27, 2009
NC DPI
8:30 a.m.
Welcome and Introductions
9:00 a.m.
Overview of Blueprints
John
Mary Jo
10:00 a.m.
Break
10:15 a.m.
Unpacking the Content
Claudia
11:30 a.m.
Activities and Objectives
Bladen
1:00 p.m.
Lunch and Adjournment
Claudia
Letter
May 4, 2008
Memo
Holiday Inn
300 Hillsborough Street
Raleigh, NC 26589
May 4, 2008
To Whom It May Concern:
TO:
Mike Ward, President
During my recent stay in your lovely hotel, I was
highly impressed by the cleanliness of the rooms
and quality of the food. The hospitality of hotel
staff was outstanding. Thank you for doing such
a great job in showing your appreciation of your
guests and I look forward to my next visit.
FROM:
Cecelia Barnes, Consultant
SUBJECT:
PRODUCT RECALL
Sincerely
Due to the recent crisis involving tainted pet food
products supplied by your company, we will no longer
require your advertising services. Although I regret
having to sever our relationship, we at Animals Are
Us must keep the public’s safety as our main priority.
Mrs. Mary Jones
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 152
What do you know about Business Documents?
Teacher Key
WHAT DO YOU KNOW ABOUT BUSINESS DOCUMENTS? KEY
Part II Directions: Describe what you know about the following business documents:
Business letter
•
A business letter is a formal communication sent from one party (person or organization) to
another.
Research report
•
A research report is a multi-page document about a particular subject or topic. It often
includes sub-topics and supporting documents.
Agenda
•
An agenda is a list of topics, such as discussion points for a meeting.
Memo
•
A memo is an informal communication used within an organization, usually attached to an
email.
Minutes
•
A record of minutes is a detailed report of the actions and discussions that occurred during a
meeting and the persons who attended.
Table of Contents
•
A list of topics in a document in the order in which they are presented in the document. Can
include page numbers. Usually keyed as a part of a report.
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 153
Business Documents Checklist
Student Activity
Student Name:
Period:
Date:
BUSINESS DOCUMENTS CHECKLIST
Directions: Use the table below to keep track of business documents and assignments.
Completed
Document
Saved As
Grade
1. Résumé
2. Business Letter
3. Personal Business Letter
4. Memo
5. Agenda
6. Minutes
7. Research Report
8.
Table of Contents
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 154
Business Documents Rubric
Student Activity
BUSINESS DOCUMENTS RUBRIC
Student Name:
Document:
Due Date:
Excellent
Satisfactory
Poor
(20)
(17)
(12)
Deadline
On time
1 day late
> 2 days late
Components
Contains all
required
components in the
proper order
Contains 80% of the
components or
components are out
of order.
Contains less than
80% of the
components
Margins
Top, bottom, and
side margins are
appropriate for the
document
Side margins or top
and bottom margins
are correct.
Incorrect margins
Spelling errors
0
2-3
>3
Overall Format
Perfect
2-3 errors
> 3 errors
Total Points
(Multiply checked
cells by point
value of column)
Total Points:
Comments:
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 155
Business Document Notes: Résumé
Student Notes
BUSINESS DOCUMENT NOTES: RÉSUMÉ
BUSINESS DOCUMENT NOTES: RÉSUMÉ
DESCRIPTION – WHAT IS IT AND WHY IS IT USED?
To see a full-size copy of this document, refer to
page 1 of the 3.01 Document Examples PDF file
MARGINS


No less than .5 inch margins
Use white space uniformly to create a professional appearance and emphasize the content
COMPONENTS




Name
Address
Phone number(s)
Email Address



Listed in chronological order beginning with the most recent
If not graduated yet, list date of expected graduation
Include courses enrolled that directly relate to the position sought
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 156
Business Document Notes: Résumé
BUSINESS DOCUMENT NOTES: RÉSUMÉ









Student Notes
Listed in chronological order, beginning with the most recent
Use the term that is most descriptive.

For example, someone who worked with his dad fixing cars
would describe their knowledge as experience

Someone employed at Fast Lanes Auto Store would describe
their knowledge as employment
Include type of position, name and location of organization, dates of
employment, and brief description of responsibilities
Use action statements
Experience may be keyed before education if needed for added
emphasis
Listed with permission of the reference
If included on the résumé, include name and contact information
If not included on the résumé, a statement indicating that references
will be provided upon request should be included
Never use relatives or peers as references
OPTIONAL INFORMATION

Concise statement of your purpose, usually for a specific job

Examples: Reading, skiing, hiking, Boy Scouts, choir, and fishing,
etc.

Examples: Volunteering at the local hospital or animal shelter,
tutoring, etc.

Indicate leadership ability, service to others, expertise, for example,
chapter president of FBLA

Especially applicable to companies with international holdings and
interests or in communities with diverse cultures
GUIDELINES FOR KEYING






Contact’s name is usually keyed in large font in the header section, followed by his/her
contact information, usually keyed in smaller text
Sections are commonly divided into columns – headings on the left and descriptive text on
the right
Limit length one page as often as possible
Must be free of any errors
Format and text should be easy to read and attractively presented
Do not use a font size less than 11 or 12 pt.
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 157
Independent Practice: Résumé
Student Name:
Student Activity
Period:
Date:
INDEPENDENT PRACTICE: RÉSUMÉ
Julie Local
4518 Summit Point Road
Archdale, North Carolina 28456
336-455-3322 (H)
336-444-5633 (C)
jlocal@earthling.com
OBJECTIVE
Seeking a manager intern position with Smiley’s Daycare
EDUCATION
Senior at Groom High School, Archdale, NC
Graduation May 2009
Business Administration concentration
GPA 3.6
EXPERIENCE
Harris Grocery Store, Archdale, NC
Cashier, May 2007 to present
Manage cash register and assist customers as needed.
Self Employed
Babysitter, 2005 to present
Care for neighborhood children, all ages on an as-needed basis.
Self Employed
Nanny, June 2006 – August 2006
Employed as daytime nanny by two families. Provided care and
supervision for four children aged 6 months to 7 years. Responsible for
driving children to and from summer activities, light house keeping, and
daily art projects.
REFERENCES
Steve and Mary Ward, 4534 Alston Court, Archdale, NC 28456, 336-5588845
Mary Woodlawn, 4545 Jamestown Place, Archdale, NC 28456, 336-4543345
Alice Creech, 4555 Knox Road, Archdale, NC 28456, 336-556-3331
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 158
Business Document Notes: Business Letter
Student Notes
BUSINESS DOCUMENT NOTES: BUSINESS LETTER
BUSINESS DOCUMENT NOTES: BUSINESS LETTER
DESCRIPTION – WHAT IS IT AND WHY IS IT USED?
See pages 3-4 of the 3.01 Document
Examples PDF file
MARGINS

Adjust the margins so that the letter has a uniform amount of white space at each margin and is
slightly oriented to the top or centered
COMPONENTS (IN ORDER)

Preprinted information in the header and sometimes in the footer that
usually contains the company name, address, email address, logo,
and other contact information

The date the letter was written, spelled out, as in April 30, 2010

Keyed on the first line of the inside address and used to address a
specific person or job (Sales Manager) within an organization

The name of the addressee, name of the business, street address,
city, state abbreviation, and zip

The greeting
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 159
Business Document Notes: Business Letter
Student Notes
BUSINESS DOCUMENT NOTES: BUSINESS LETTER


Keyed below the salutation because it is considered part of the
message
Key the word Subject in all caps, followed by a colon and the topic,
also in all caps
Gives the reader a quick overview of the topic


The letter content
Key paragraphs in single space format with a double space between

The goodbye

Keyed name of the company in all caps, placed a double space below
the complimentary close

Author’s name and title, which may be keyed on one or two lines,
depending on length

Initials of the typist of the letter and sometimes the author as well
(keyed first)


Example: bc/mw or BC/MW

No punctuation is used with the initials

Indicates that another document is included with the letter.
Sometimes the enclosures are identified. Example: Enclosure:
Résumé

Indicates the names of other parties who have received copies of the
letter. Example: cc Mrs. Dian Moon
PUNCTUATION STYLES


A colon is keyed after the salutation (Dear Mrs. May:)
A comma is keyed after the complimentary close (Sincerely,)

No punctuation after the salutation or the complimentary close

All lines begin at the left margin

The date and closure are keyed AT center point (about 6 tabs)
FORMAT
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 160
Business Document Notes: Business Letter
Student Notes
BUSINESS DOCUMENT NOTES: BUSINESS LETTER
GUIDELINES FOR KEYING









A quadruple space follows the date line, leaving three blank lines between the date and the
inside address
A double space follows the inside address, leaving one blank line between the inside address
and the salutation
A double space follows the salutation, leaving one blank line between the salutation and the
body
The body of the letter is single spaced, with a double space between paragraphs
A double space precedes the complimentary close
If the company signature is included in the letter, it is keyed a double space below the
complimentary close and a quadruple space (three blank lines) above the writer’s signature
block
If no company signature is included in the letter, the writer’s signature block is keyed a quadruple
space below the complimentary close
A double space separates the writer’s signature block from any remaining parts of the letter
Reference initials, enclosure notation, copy notation, etc. are single or double spaced Reference
initials are not required when the writer is also the typist
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 161
Independent Practice: Business Letter
Student Name:
Student Activity
Period:
Date:
INDEPENDENT PRACTICE: BUSINESS LETTER
Directions: Key the information below as a business letter in block style with mixed punctuation. Use
today’s date and your name in the closing. The letter is to Mr. Dwight Marks, 300 East 57th Street, New
York, NY 10022.
Thank you for your recent inquiry regarding purchase of our curriculum materials for Computer
Applications I. As you pointed out, the curriculum guide and blueprint are easily accessible from
the Internet, but the item bank is not. I regret to inform you that test items are not for sale or use
outside of North Carolina and that they are the legal property of the Department of Public
Instruction.
Please contact me if you have any other questions. I’ve enclosed an order form from our local
printing company should you desire hard copies of our products.
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 162
Independent Practice: Business Letter
Teacher Key
INDEPENDENT PRACTICE: BUSINESS LETTER KEY
Note: Spacing appears off in
this graphic. Go to the 3.01
Documents folder for the key
and to view the correct
spacing.
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 163
Business Document Notes: Personal Business Letter
Student Notes
BUSINESS DOCUMENT NOTES: PERSONAL BUSINESS LETTER
BUSINESS DOCUMENT NOTES: PERSONAL BUSINESS LETTER
DESCRIPTION – WHAT IS IT AND WHY IS IT USED?
GUIDELINES FOR KEYING


Includes the return address of the author

Street address

City, State abbreviation, zip code

Date
See page 5 of the 3.01 Document
Examples PDF file
Formatted according to the same guidelines as a business letter
LETTER OF APPLICATION
DESCRIPTION – WHAT IS IT AND WHY IS IT USED?
HOW IS IT ORGANIZED? (DESCRIBE THE CONTENTS OF EACH PARAGRAPH)
Paragraph 1
•
Paragraph 2
•
Paragraph 3
•
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 164
Independent Practice: Personal Business Letter
Name:
Student Activity
Period:
Date:
INDEPENDENT PRACTICE: PERSONAL BUSINESS LETTER
Key a personal business letter to the address listed below as a letter of application that will accompany
a résumé. As you key the letter, notice that it is divided into three sections:
•
The first paragraph introduces the job applicant to the prospective employer and describes
what position he is applying for and how he learned of the job opening.
•
The second paragraph details his experience and education.
•
The third paragraph requests an interview.
Use block style and mixed punctuation. Supply an appropriate salutation and complimentary close, as
well as an enclosure notation. Begin with 1” side margins and a 1 ½ ” top margin. Adjust if necessary.
The letter is from Dwight Cobol, 1947 Rickard Place, Swansboro, NC 58457. The letter is to Ms. Alice
Council, Personnel Director, Acme Products, 1895 Centennial Drive, Charlotte, NC 28388. Use the
current date.
Letter body:
I would like to apply for the position of Account Manager as advertised in Sunday’s Charlotte News and
Observer. The job is listed as position number 56789. I am familiar with the history of Acme Products
and have observed its steady rise as a major developer of computer software.
I am currently employed by a local company in Swansboro as the account manager for ten major
clients. I handle all of their customer service needs including product maintenance, new product
implementation and training, and project development. I am a team player willing to work long hours
when necessary to implement the deployment of a product and thereby maintain a long lasting
relationship with my clients. I am certified as a network systems specialist and, as noted on my
résumé, received a bachelor of science in information systems with a minor in management from North
Carolina State University.
I look forward to discussing the position of account manager in person. Please call or email at your
earliest convenience to schedule an interview. I can be reached by cell phone at 545-656-9906 or
email at dcobol@yahoo.net.
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 165
Independent Practice: Personal Business Letter
Teacher Key
INDEPENDENT PRACTICE: PERSONAL BUSINESS LETTER KEY
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 166
Business Document Notes: Memo
Student Notes
BUSINESS DOCUMENT NOTES: MEMO
BUSINESS DOCUMENT NOTES: MEMO
DESCRIPTION – WHAT IS IT AND WHY IS IT USED?
See pages 6-7 of the 3.01 Document
Examples PDF file
MARGINS

Adjust the margins so that the memo has a uniform amount of white space at each margin and
is slightly oriented to the top or centered
COMPONENTS (IN ORDER)


May be keyed first either at center point or at the left margin
Spell the date out – April 30, 2010, not 4/30/2010




TO – addressee(s)
FROM – senders
DATE – if not keyed at the beginning
SUBJECT – brief summary of memo content

Message

Sometimes included at the end of a memo to allow for a
signature
OR
Sometimes the author initials beside the “From” heading – for
authenticity


6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 167
Business Document Notes: Memo
Student Notes
BUSINESS DOCUMENT NOTES: MEMO

Attachment or copy notations
GUIDELINES FOR KEYING







The basic headings: TO or MEMO TO, FROM, and, SUBJECT or RE, are most often keyed in
all caps and bold
The information to the right of each heading is vertically aligned (usually one or two tabs after
each heading)
When addressed to more than two or three recipients (or from multiple authors), vertically align
each name; otherwise, separate each name by a comma and fit on one line
Body begins a double space below the last heading
The writer’s name or initials may be keyed a double space below the last line of the body
(optional)
Paragraphs are single spaced with a double space between
Paragraphs may be blocked or indented
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 168
Independent Practice: Memo
Teacher Key
INDEPENDENT PRACTICE: MEMO KEY
Note: This is just one
example of how a memo can
be formatted.
The date may also be keyed in the headings section.
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 169
Business Document Notes: Agenda
Student Notes
BUSINESS DOCUMENT NOTES: AGENDA
BUSINESS DOCUMENT NOTES: AGENDA
DESCRIPTION – WHAT IS IT AND WHY IS IT USED?
MARGINS



If the agenda is very short, it may be centered horizontally and/or vertically
Adjust margins (top and side) so that the agenda is attractively presented on the page
If letterhead stationery is used, leave .5 inches between the letterhead and the beginning of the
agenda
COMPONENTS (IN ORDER)
Heading section
Body
See pages 8-12 of the 3.01
Document Examples PDF file
GUIDELINES FOR KEYING







May include columns of times, topics, speakers, and locations or may simply be represented as
a list of items
May be formatted with dot leader tabs to control the left-to-right flow of the text
Format varies according to the needs and preferences of each organization
If the agenda includes a list of incomplete sentences, no periods are required
Use a double space between numbered items
If the meeting or conference will last more than one day, list the day and date at the beginning of
each section in bold
For agendas in column format, use the table feature
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 170
Independent Practice: Agenda
Student Name:
Student Activity
Period:
Date:
INDEPENDENT PRACTICE: AGENDA
Directions: Key the information below as an agenda for an FBLA board meeting at the Koury
Convention Center on June 17, 2009 at 6:00 p.m. in the Olympia conference room. Save and submit
according to teacher directions. Be sure to keep track of your documents on the Business
Documents Checklist.
6:00
Call to Order and Welcome .................................................. Claudia Skinner
Section Chief, Business & Information Technology,
Marketing, Health Occupations & Career Development
6:10
Minutes of September Meeting ........................................ Kathy Worthington
NC FBLA Board of Directors Secretary
6:15
NC FBLA State Officer Reports
UNFINISHED BUSINESS
6:40
Directory Updates ............................................................ Lorraine Stephens
6:45
Online Registration for SLC 2006.............................................. Mike McKay
Professional Division Board Adviser
6:55
Membership Growth (Target Young Campaign) ............... Lorraine Stephens
NEW BUSINESS
7:00
Calendar Review........................................................................ Amy McKay
7:10
New Events for SLC......................................................... Lorraine Stephens
7:20
Regional VP Applications ................................................. Lorraine Stephens
7:25
Procedures for Regions Without A Regional VP .................. Claudia Skinner
7:40
Board Member Nominations ............................................ Lorraine Stephens
8:00
Dress Code ...................................................................... Lorraine Stephens
8:25
Announcements ............................................................... Lorraine Stephens
8:30
Adjourn
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 171
Independent Practice: Agenda
Teacher Key
INDEPENDENT PRACTICE: AGENDA KEY
Note: There are many ways to
format an agenda. This is one
example. The key is alignment
and presentation
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 172
Business Document Notes: Minutes
Student Notes
BUSINESS DOCUMENT NOTES: MINUTES
BUSINESS DOCUMENT NOTES: MINUTES
See pages 13-15 of the 3.01
Document Examples PDF file
DESCRIPTION – WHAT IS IT AND WHY IS IT USED?
MARGINS

Adjust margins (top and side) so that the agenda is attractively presented on the page
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 173
Business Document Notes: Minutes
Student Notes
BUSINESS DOCUMENT NOTES: MINUTES
COMPONENTS (IN ORDER)



Title – Minutes of the [Organization Name]
Location – building name, room, city, and state abbreviation
Date minutes were keyed

A description of the company, the date of the meeting, and the location


List of members and visitors present and their titles
List of members absent

Record of who began the meeting and at what time it began



Review of previous minutes by board members
Minutes may be emailed to board members prior to meeting to save time
Recommended edits and corrections are made during the approval of the
minutes

May be listed by committee or presenter name

CEO Report

Financial Review

Progress reports presented by subcommittee chairs

Unresolved or tabled discussions from previous meetings

New topics

Notation of who adjourned the meeting


Indicates time meeting was adjourned
Includes keyed name of secretary and signature line
GUIDELINES FOR KEYING



Center the heading information and key in initial caps and bold at the beginning of the document
The body of the minutes should contain a separate paragraph for each subject
Single space within paragraphs and double space between
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 174
Independent Practice: Minutes
Student Name:
Student Activity
Period:
Date:
INDEPENDENT PRACTICE: MINUTES
Directions: Key the information below as a record of minutes.
NC FBLA BOARD MEETING
FBLA STATE CONFERENCE – GREENSBORO, NC
MINUTES OF APRIL 6, 2006
BOARD MEMBERS PRESENT
STATE OFFICERS PRESENT
Claudia Skinner, NC FBLA State Chairperson
Brooke Barton, FBLA State President
Lorraine Stephens, NC FBLA State Advisor
Laura Reynolds, Parliamentarian
Cheryl Barton, Western Region
Nicole Honeycutt, Western Region VP
Kim Harrison, Triangle East Region
Britney Montgomery, Triangle East VP
Heather Jones, Southwest Region
Chase Hoyle, Southwest Region VP
Kim Miller, Northwest Region
Judy McRoy, Eastern Region
Ryan Keys, Eastern Region VP
Shirley Grissett, Southeast Region
Kim Dixon, Central Region VP
Rhonda Evans, Triad Region
Paul Cash, Triad Region VP
CALL TO ORDER
Ms. Claudia Skinner, NC FBLA State Chairperson called the NC FBLA Board meeting to order on
Thursday, April 6, 2006 at 6:00 p.m.
MINUTES
The minutes of the previous minutes were read and approved by Shirley Grissett, Board Secretary.
All state officers made a report of their Regional Competitive Events. All stated that their
competitive events were a success. In the president’s report, Brooke Barton stated that she
assisted with the Western and Northwest Regions. She thanked everyone for this year’s work on
the State Annual Business Report for National.
Ms. Skinner stated that Mr. Roy Allen, chairperson of judges, asked that judges be recognized for
service of ten years or more. The motion was properly moved, seconded and carried.
NEW BUSINESS
Ms. Skinner announced the names of the new board members.
Ms. Stephens discussed increasing the membership of High and Middle School FBLA chapters.
Mr. Tim Paschall was recommended as Businessperson of the Year. After the board members
reviewed the recommendation of Mr. Paschall, a motion was made, properly seconded and carried.
Information in reference to the James L. White Scholarship was passed to the board members.
There was a discussion in reference to the amount and the number of scholarships to grant for this
year. Ten students applied for the scholarship.
ANNOUNCEMENTS

All Courtesy Corp changes are to be submitted to Mrs. Cheryl Barton.

Mrs. Skinner thanked the state officers for their hard work and dedication. The meeting
adjourned at 9:30 p.m.
Respectfully submitted
Shirley J. B. Grissett, NC FBLA Board of Directors’ Secretary
6411 – Computer Applications I
Summer 2008, Version 2 Competency B – 3.01 – page 175
Independent Practice: Minutes
Teacher Key
INDEPENDENT PRACTICE: MINUTES KEY
Note: Formats for minutes may vary. This is
just one example.
6411 – Computer Applications I
2008
Competency B – 3.01 – page 176
Business Document Notes: Research Report
Student Notes
BUSINESS DOCUMENT NOTES: RESEARCH REPORT
BUSINESS DOCUMENT NOTES: RESEARCH REPORT
See pages 19-28 of the 3.01
Document Examples PDF file
DESCRIPTION – WHAT IS IT AND WHY IS IT USED?
MARGINS

All margins should be set to 1 inch
COMPONENTS (IN ORDER)
Title page
(optional)
Title
Header
Body
6411 – Computer Applications I
2008
Competency B – 3.01 – page 177
Business Document Notes: Research Report
Student Notes
BUSINESS DOCUMENT NOTES: RESEARCH REPORT
Parenthetical
citations
Endnotes/
Footnotes
Works cited
Notes page
GUIDELINES FOR KEYING
Title page
(optional)





Title
Header
Body
Key the following at the top left margin of the first page in double space
mode

Writer’s name

Teacher/professor’s name

Course name

Formatted to include the writer’s last name followed by one space and
the page number in the .5 inch top right margin





Double-space all lines
Use a legible font size
Leave only one space after periods or other punctuation marks
Indent the first line of a paragraph .5” from the left margin
Use either italics or underlining for the titles of longer works and, only
when absolutely necessary, providing emphasis
Double space after the title line and center the title of the report
Key the title in Title Case, not in all capital letters
Double space between the title and the first line of the text




Parenthetical
citations
Center the title in the top third portion of the page
Double space the writer’s name and professor’s name in the and center
the two lines in the middle of the page
Center the date in the bottom third portion of the page
Include email address and phone number (optional)


Keyed immediately following a quote or referenced source in the body
of a report
Includes the author’s name and page number as in this example:
(Lowery 45)
The complete reference is keyed in the works cited section of the report
6411 – Computer Applications I
2008
Competency B – 3.01 – page 178
Business Document Notes: Research Report
Student Notes
BUSINESS DOCUMENT NOTES: RESEARCH REPORT


Endnotes/
Footnotes


Works cited






Notes page






Should be used only sparingly and for necessary clarifying
commentary
Indicated by a superscript within the report body and keyed after any
punctuation in the reference to which it refers (with the exception of a
dash or hyphen)
Footnotes (notes that appear at the bottom of the page of the body of
the report) should be keyed in single space, first line indent format with
a double space separating each additional footnote
When endnotes/footnotes are used, they must be referenced
separately on a notes page
Used to accompany parenthetical citations
Keyed on separate page with the same margins as the report
Includes header (last name, page number)
Label the page Works Cited and center the title at the top 2” margin of
the page
Keyed in hanging indent format and double spaced
Listed in alpha order by author’s last name
List of resources and references when footnotes or endnotes are used
Keyed on separate page with the same margins as the report
Includes header (last name, page number)
Label the page Notes and center the title at the top 2” margin of the
page
Keyed in hanging indent format and double spaced
Listed in chronological order by superscript number
6411 – Computer Applications I
2008
Competency B – 3.01 – page 179
Independent Practice: Report
Student Name:
Student Activity
Period:
Date:
INDEPENDENT PRACTICE: REPORT
Directions: Format the electronic version of this document according to MLA guidelines. The report
should include parenthetical citations, a works cited page, a header and front page title information.
Budgeting Basics for Young Adults
For every one hundred freshmen in your school, sixty-seven will actually graduate in four years.
Hopefully, by the time your graduation date is scheduled, you will have earned the right to walk across
the stage and receive a diploma with the other sixty-six students in your class. What are your plans
after high school? Do you plan to immediately join the work force? Do you plan to earn an associate’s
degree at a community college? Do you plan to earn a bachelor’s degree? Of those sixty-seven
freshmen who graduate from high school, forty-one will attend a four-year post-secondary institution. Of
those forty-one, only nineteen will actually earn a college degree. This report will compare the
purchasing power of individuals as related to their level of academic attainment.
If you haven’t already done so, one of your first major purchases will be a car. Are you looking
for a new or a used car? Do you want a car that has all of the bells and whistles and the newest
technology or one that is at least not held together by duct tape? A top-of-the-line model will surely cost
more on the front end and depending on the make and model, may require some pretty hefty
maintenance fees. On the other hand, you can bet your tail pipe that the duct tape model will require
more of your time and money in the long run. The next question to consider is how much time do you
plan on driving. You may look really hot in a new car, but without money for gas and insurance, you
won’t be able to cruise around town. You’ll have to invite your friends over so they can see how good
you look behind the wheel while you sit in your driveway listening to the radio! This is no joke. With gas
prices in 2008 reaching an all time high, a car that averages thirty-five miles per gallon will cost about
$107 per month just for gas.1 What about maintenance costs and insurance? According to Automobile
Magazine, a 2003 Jeep Wrangler with a purchase price of $10,349 will cost, on average, $4,500 per
year to operate. This cost includes depreciation, financing and interest rates, insurance cost, state fees
(taxes), fuel, maintenance, and repairs. A 2006 Mazda 3 will cost about $5,000 per year to operate. Are
your eyes bigger than your wallet? Be realistic when selecting your first car and be aware of the
consequences of buying more than you can afford. Banks and finance companies will gladly provide a
loan to purchase a vehicle and will just as gladly wave and smile at you as they drive away with your
repossessed car. Car expenses, rent or mortgage payments, and utility bills are referred to as fixed
expenses. Fixed expenses that are not paid when they are due can result in severe consequences. For
example, suppose you had to juggle your finances this month and paid rent instead of your car
payment. What do you think will happen? You run the risk of losing your car, destroying your credit
rating, and losing any money you paid toward the car. In order to be successful financially, you must
plan your budget with realistic expectations and goals.
Of course, to plan a budget successfully, you must have income. Do you have a job? What does
your résumé look like? According to the U. S. Department of Labor Bureau of Labor Statistics, the
median weekly earnings in 2006 for someone with less than a high school diploma were $419
(“Education Pays”). Do the math. If you car costs $4,500 per year to operate and you make $21,788 per
year, that means you have approximately $17,000 left for food, rent, medical expenses, and most
importantly at your age, entertainment. A high school graduate who earned $595 weekly will have
$26,440 per year left over after car expenses. Let’s say you were really
focused and earned an associate’s degree while in high school. You’ll have a whopping $32,992 left
over after your $4,500 car expense. In addition to budgeting for car expenses, you must also determine
where and how your will live. Most probably, your independent dwelling will be in an apartment
community.
1
Based on a gas price of $3.00 per gallon and an average monthly mileage of 1,250 miles
6411 – Computer Applications I
2008
Competency B – 3.01 – page 180
Independent Practice: Reports
Student Activity
An apartment community can be a great experience for a young adult. You will not have to
worry about maintenance costs associated with a broken dishwasher or faulty plumbing. You will meet
a variety of people and possible business contacts. You may also feel safer in an apartment setting
than if you lived alone in the isolation of a private home. Most apartment communities provide
amenities such as pools, exercise rooms, and social gatherings. Of course, apartments come in many
sizes and are offered at a wide range of prices. The average two bedroom apartment rented for about
$774 in 2008 while a one bedroom rented for $632 (Apartment Ratings). As in the previous example of
budgeting for a car as a high school dropout, you’ll have $158.66 per week after car and rental
expenses for a one bedroom apartment, including cable, phone, and power bills. If you at least
graduate from high school, you’ll have about $355.00 per week for food and entertainment.
What types of recreational activities do you enjoy? Suppose you go to the movies on a Friday
night and purchase one ticket, popcorn, and a soda. That will cost $20. Want to buy a CD? There goes
another $20. Do you see a trip to the hair salon or tickets to the hockey game in your future? If so,
cough up another $50. You now have $68.66 left for the week based on a weekly balance of $158.66.
A week’s worth of basic groceries will run at least $40. That’s the cost of a bowl of cereal, a glass of
orange juice, and a banana for breakfast, followed by a delicious bologna sandwich and a coke for
lunch, and mouth-watering spaghetti and salad for dinner. Add another $10 if you want a bar of soap
and some toilet paper (Lowes Foods). There goes the rest of your money. A high school graduate, on
the other hand, can actually afford a couple of steaks for the grill and invite a friend over for dinner.
Which option would you choose?
The choice is yours. Based on the above information, you will be able to live independently
without a high school diploma, but you will live from paycheck to paycheck with only the barest of life’s
creature comforts. Living on this type of a budget requires careful planning, home cooking, and good
health because there is no money to cover eating out or doctor bills. If you want to see a movie, you will
have to wait until it airs on television. Earning a high school diploma will make your life much more
comfortable and manageable. You may even be able to save some money for an emergency or a
vacation. Finally, make the choices that are right for you and in alignment with your life’s goals.
Works Cited
Apartment Ratings. 2008. Apartment Ratings. 26 March 2008
<http://www.apartmentratings.com/rate?a=MSAAvgRentalPrice&msa=1520>.
Boatwright, Phyliss. "County, schools talk money." The Courier-Times 10 Nov. 2007. Top Stories. 17
April 2008 <http://www.roxboro-courier.com/newsnowstories/ts111007-1.htm>.
Education Pays. 29 May 2007. U. S. Department of Labor Bureau of Labor Statistics. 26 March 2008
<http://www.bls.gov/emp/emptab7.html>.
Harnack, Andrew, and Eugene Kleppinger. Online! Using MLA Style to Cite and Document Sources.
2003. Boston: Bedford/St. Martin’s. 26 March 2008
<http://www.bedfordstmartins.com/online/cite5.html>.
Lowes Foods To Go. 2006. Lowes Foods #19. 21 March 2008 <http://www.lowesfoodstogo.com>.
Ownership Costs. 2008. Automobile Magazine. 21 March. 2008
<http://www.automobilemag.com/am/2006/jeep/wrangler/ownership_costs.html>.
Ownership Costs. 2008. Automobile Magazine. 21 March 2008
<http://www.automobilemag.com/am/2006/mazda/mazda6/ownership_costs.html>.
The High Cost of High School Dropouts, What the Nation Pays for Inadequate High Schools. Oct. 2007.
Alliance for Excellent Education.21 March 2008 <www.all4ed.org/files/HighCost.pdf>.
The Purdue OWL. 26 Aug. 2008. The Writing Lab and OWL at Purdue and Purdue University. 23 April 2008
<http://owl.english.purdue.edu>.
6411 – Computer Applications I
2008
Competency B – 3.01 – page 181
Business Document Notes: Table of Contents
Student Notes
BUSINESS DOCUMENT NOTES: TABLE OF CONTENTS
BUSINESS DOCUMENT NOTES: TABLE OF CONTENTS
DESCRIPTION – WHAT IS IT AND WHY IS IT USED?
MARGINS

All margins should be set in accordance with
the document it supports
COMPONENTS (IN ORDER)
Heading
See page 29 of the 3.01
Document Examples PDF
file
Description
Page number
GUIDELINES FOR KEYING












A table of contents may be prepared using the software’s automatic feature or manually
Center the heading Table of Contents in all caps and bold 2 inches from the top of the page.
Use a double or triple space after the title
Double space all entries
The content of the table of contents is a list of each element of the report or document following
the table of contents
Key each element at the left margin
Set a right dot leader tab and key the corresponding page number in the right margin
Subtopics within a topic should be indented an additional .5 spaces from the left
Include a page number in roman numeral format in the bottom center of each page
Single space multiple-line entries
Key entries in initial caps
Use a double or triple space before the appendix listing on the table of contents
Double space the items at the end of the report, such as the appendices and bibliography
6411 – Computer Applications I
2008
Competency B – 3.01 – page 182
Independent Practice: Table of Contents
Student Name:
Student Activity
Period:
Date:
INDEPENDENT PRACTICE: TABLE OF CONTENTS
Directions: Key a table of contents using the information below
Topics:
Introduction 1
Seminar presenter
1
Selection—Jackson & Associates selected
1
Reason—Jackson & Associates’ definition of leadership
Seminar development 4
Meeting #1---Review content of previous seminars 5
Meeting #2—Decide content of seminars
7
Seminar dates and locations 8
October 15—Coultersville
8
October 22—North Irwin
8
October 29—Port Washington 8
November 5—Portersburg
8
Seminar content
9
Leadership characteristics
9
Social and environmental responsibility
10
International awareness
12
Honesty and consistency
14
Leadership styles—from autocratic to democratic
16
6411 – Computer Applications I
2008
2
Competency B – 3.01 – page 183
Independent Practice: Table of Contents
Teacher Key
INDEPENDENT PRACTICE: TABLE OF CONTENTS KEY
6411 – Computer Applications I
2008
Competency B – 3.01 – page 184
Business Document Decisions
Student Activity
Name:
Period: _________
Date:
BUSINESS DOCUMENT DECISIONS
As a manager in a busy office, you have a calendar full of goals and tasks to be completed this week.
You must decide which form of office communication and business document is most appropriate and
efficient for the following tasks.
The documents you may choose from are:
Agenda
Letter
Email
Memo
Document
Minutes
Research report
Activity
1.
Inform staff about an upcoming meeting
2.
Summarize the discussion of the meeting
3.
Prepare a list of topics to be covered in the upcoming
meeting
4.
Prepare a detailed summary of current market trends
5.
Invite the major sponsor of your signature product to a
luncheon in their honor
6.
Notify staff of a change in email policy
6411 – Computer Applications I
2008
Competency B – 3.01 – page 185
Business Document Decisions
Teacher Key
BUSINESS DOCUMENT DECISIONS KEY
As a manager in a busy office, you have a calendar full of goals and tasks to be completed this week.
You must decide which form of office communication and business document is most appropriate and
efficient for the following tasks. The documents you may choose from are: Email, memo, research
report, agenda, minutes, itinerary, letter, and news/press release.
Document
Activity
Email
Inform staff about an upcoming meeting
Minutes
Summarize the discussion of the meeting
Agenda
Prepare a list of topics to be covered in the upcoming
meeting
Research Report
Prepare a detailed summary of current market trends
Letter
Invite the major sponsor of your signature product to a
luncheon in their honor
Memo – may be attached to an
email message
Notify staff of a change in email policy
6411 – Computer Applications I
2008
Competency B – 3.01 – page 186
Document Formatting Review
Student Activity
Student Name:
Period:
Date:
DOCUMENT FORMATTING REVIEW
Match the term with its definition
1.
To apply a specific font to the body of an entire document
a.
Borders
2.
A font applied to a title of a document if the report is keyed
in Times New Roman
b.
Dot leader
3.
Applied to a quote of 4 or more lines in a report
c.
Endnotes/
footnotes
4.
To add vertical or horizontal lines around the edges of a
paragraph
d.
First line indent
5.
Format applied to references on the works cited page of a
report
e.
Footer
6.
Format applied to a footnote
f.
Hanging indent
7.
Used to add reference and commentary sparingly and only
if necessary in an MLA report
g.
Header
8.
Type of tab commonly used between the section title and
page number in a table of contents
h.
Indent
9.
The first few words of a paragraph, keyed in bold
i.
Margins
10.
Used to arrange text in columns and rows
j.
Paragraph
heading
11.
The amount of white space on a page
k.
Arial
12.
Running information in the top margin of a document, such
as the document title and the date
l.
Cambria
13.
Running information in the bottom margin of a document,
such as the page number
m.
Style
n.
o.
Tab
Table
6411 – Computer Applications I
2008
Competency B – 3.01 – page 187
Document Formatting Review
Teacher Key
DOCUMENT FORMATTING REVIEW KEY
Match the term with its definition
M
1.
To apply a specific font to the body of an entire document
a.
Borders
K
2.
A font applied to a title of a document if the report is keyed
in Times New Roman
b.
Dot leader
H
3.
Applied to a quote of 4 or more lines in a report
c.
Endnotes/
footnotes
A
4.
To add vertical or horizontal lines around the edges of a
paragraph
d.
First line indent
F
5.
Format applied to references on the works cited page of a
report
e.
Footer
D
6.
Format applied to a footnote
f.
Hanging indent
C
7.
Used to add reference and commentary sparingly and only
if necessary in an MLA report
g.
Header
B
8.
Type of tab commonly used between the section title and
page number in a table of contents
h.
Indent
J
9.
The main topic of a paragraph, keyed in bold
i.
Margins
O
10.
Used to arrange text in columns and rows
j.
Paragraph
heading
I
11.
The amount of white space on a page
k.
Arial
G
12.
Running information in the top margin of a document, such
as the document title and the date
l.
Cambria
E
13.
Running information in the bottom margin of a document,
such as the page number
m.
Style
n.
Tab
o.
Table
6411 – Computer Applications I
2008
Competency B – 3.01 – page 188
Business Document Components
Student Activity
Student Name:
Period:
Date:
BUSINESS DOCUMENT COMPONENTS
Directions: Classify each component listed below according to the document in which it
belongs. Documents will be used more than once and components may be classified by more
than one document. The first one has been done for you as an example.
Agenda (Ag)
Minutes (Min)
Report (Rpt)
Business Letter (BL)
Personal Business Letter (PBL)
Résumé (Res)
Memo (Mem)
Res
Table of Contents (ToC)
Component
Component
Activities and Interests
Topics and subtopics included in a
document
Call to Order
Old Business
Complimentary Close
Parenthetical citations
Copy notation
References of colleagues and
employers
Education (history)
Return Address
Employment (history)
Salutation
Endnotes/footnotes
Subject Line
Headings TO, FROM, DATE,
SUBJECT
Time, topics, and location of a
meeting
Inside Address
Title page
Message
Unfinished Business
New Business
Works cited
Objective
Writer’s signature block
6411 – Computer Applications I
2008
Competency B – 3.01 – page 189
Business Document Components
Teacher Key
BUSINESS DOCUMENT COMPONENTS KEY
Directions: Classify each component listed below according to the document in which it
belongs. Documents will be used more than once and components may be classified by more
than one document. The first one has been done for you as an example.
Agenda (Ag)
Minutes (Min)
Report (Rpt)
Business Letter (BL)
Personal Business Letter (PBL)
Résumé (Res)
Memo (Mem)
Table of Contents (ToC)
Component
Res
Component
Activities and Interests
ToC
Topics and subtopics included in a
document
Min
Old Business
Min
Call to Order
BL,
PBL
Complimentary Close
BL,
PBL,
Mem
Copy notation
Res
Education (history)
PBL
Return Address
Employment (history)
PBL,
BL
Salutation
Endnotes/footnotes
PBL,
BL,
Mem
Subject Line
Res
Rpt
Res
Rpt
Mem
Ag
Headings TO, FROM, DATE,
SUBJECT
References of colleagues and
employers
Time, topics, and location of a
meeting
BL,
PBL
Inside Address
Min
New Business
Min
Unfinished Business
Res
Objective
Rpt
Works cited
PBL,
BL,
Mem
Message
PBL,
BL
Writer’s signature block
6411 – Computer Applications I
Rpt
Parenthetical citations
2008
Title page
Competency B – 3.01 – page 190
Software Support Features Notes
Student Activity
Student Name:
Period:
Date:
SOFTWARE SUPPORT FEATURES NOTES
Support Tool
Purpose and Use
Mail merge
Macro
Track changes
Search and
replace
Styles
6411 – Computer Applications I
2008
Competency B – 3.01 – page 191
Software Support Features Notes
Student Activity
Student Name:
Period:
Support Tool
Date:
Purpose and Use
Format painter
Comments
Wizard
Template
6411 – Computer Applications I
2008
Competency B – 3.01 – page 192
Guided Practice: Mail Merge
Student Activity
Student Name:
Period:
Date:
GUIDED PRACTICE: MAIL MERGE
Directions: In this activity, you will follow along with your teacher to use the mail merge
feature to create form letters.
1.
Set up the type of mail merge (letter, mailing label, envelope, etc.)
Notes:
2.
Enter the Recipients using the data source information below:
Mr. Victor Samos
Mr. Michael Savoff
Ms. Shirley Lee
Ms. Lois Baron
12 Stratford Road
612 Klondike Avenue
80 Fifth Avenue
765 Raritan Road
New York, NY 11234
Staten Island, NY
10312
New York, NY
10010
Bronx, NY 10456
Notes:
6411 – Computer Applications I
2008
Competency B – 3.01 – page 193
Guided Practice: Mail Merge
Student Activity
Student Name:
3.
Period:
Date:
Key the letter in block style with open punctuation and insert fields where appropriate for
merged data. (M) is the placeholder for the merged data from the data source.
(Current Date)
(M)
Dear (M)
As you know, it is the time of year when we have our annual dinner welcoming new members to
the HUG Computer Users’ Club. I have searched the club’s database for the new members
who live in the (M) area, and I am sending you their names, addresses, and phone numbers.
Please have your committee call these new members and extend a warm invitation to join in the
festivities. Dinner is scheduled for Friday, June 30 at 6:00 pm at Dolcetto’s Restaurant in
Millneck.
Sincerely
Andrea Peterson, President
4.
Create a letterhead by keying the name of your school, the address, and a graphic
similar to the school’s mascot in the header section.
Notes:
6411 – Computer Applications I
2008
Competency B – 3.01 – page 194
Guided Practice: Mail Merge
Student Activity
Student Name:
5.
Period:
Date:
Complete the merge
Notes:
6.
Proofread each document to check for spelling and spacing errors.
7.
In the space below, explain why it is necessary to proofread each document.
8.
In the space below, explain why learning how to use the mail merge feature is important
and describe some personal uses or experiences that you have used or plan to use.
6411 – Computer Applications I
2008
Competency B – 3.01 – page 195
Guided Practice: Mail Merge
Teacher Key
GUIDED PRACTICE: MAIL MERGE KEY
Red/bold text is merged data. The images do not represent correct margins.
6411 – Computer Applications I
2008
Competency B – 3.01 – page 196
Independent Practice: Mail Merge
Student Activity
Student Name:
Period:
Date:
INDEPENDENT PRACTICE: MAIL MERGE
Activity 1 Instructions
Use the Mail Merge Wizard to create the Main Document and Data Source shown below. Two
fields will need to be added when creating the new data list (dollar and number). The underlines
throughout the letter are the placeholders. Also, create mailing labels. Correct all spelling,
keying, and formatting errors.
(Current Date)
(Address Block)
Dear (first name)
Your registration fee of $(dollar) for (number) entry(s) has been received for the “Race for the
Arts” 5K Fun Run. The adult 5K race starts at 8:00 am, and the children’s race starts at 9:00
am. There will be snacks and drinks provided for everyone. Prizes for achievement will be
given to individuals in each of the various age groups.
Please arrive early to get your “Race for the Arts” t-shirt and entry number. Again, (first name),
thank you for supporting the Arts.
Sincerely
Veronica Powell
5K Race Director
xx
Data Source
Shawn Cooper
Ricardo Suarez
Eddie Copeland
Irene Larison
6219 Maple Crest St.
5440 Braeswood Ave.
7622 Bankside St.
1106 Fallen Oaks Ln.
Morgan Hill, CA 95037
Morgan Hill, CA 95037
Morgan Hill, CA 95037
Morgan Hill, CA 95037
$40.00
$20.00
$20.00
$60.00
two entries
one entry
one entry
three entries
6411 – Computer Applications I
2008
Competency B – 3.01 – page 197
Independent Practice: Mail Merge
Student Activity
Student Name:
Period:
Date:
Activity 2 Instructions
Use the Mail Merge Wizard to create the Main Document and Data Source shown below.
Three fields will need to be added when creating the new data list (lecture, date, time). The
underlines throughout the letter are the placeholders. Also, create envelopes. Correct all
spelling, keying, and formatting errors.
(Current Date)
(Address Block)
(Greeting)
The Museum of Natural Science is hosting a new lecture series featuring three well-known
guest speakers. These distinguished speakers are outstanding leaders in their respective
disciplines. This is a wonderful opportunity for Museum patrons to meet leaders in the scientific
community.
You are enrolled in the (lecture) series on (date) at (time). The admission fee includes dessert
and coffee and a chance to talk with the guest lecturer. We look forward to your visit.
Sincerely
Janice Matthews
Museum Curator
xx
Data Source
Mr. Sam Goode
Ms. Olivia Humphreys
Mrs. Claire Moore
Mr. & Mrs. Phillip Myers
7733 Cayton Dr.
4114 Merrimac Dr.
5807 Hewitt Ave.
1988 Beck Street
Columbus, OH 43220
Columbus, OH 43220
Columbus, OH 43220
Columbus, OH 43220
Mysteries of the Universe Search for the Whales
Search for the Whales
Mysteries of the Universe
September 13
September 13
September 21
4:00 pm
4:00 pm
7:00 pm
September 12
7:00 pm
6411 – Computer Applications I
2008
Competency B – 3.01 – page 198
Independent Practice: Mail Merge
Teacher Key
INDEPENDENT PRACTICE: MAIL MERGE KEY
Activity 1 – Red/bold text is merged data. The images do not represent correct margins.
6411 – Computer Applications I
2008
Competency B – 3.01 – page 199
Independent Practice: Mail Merge
6411 – Computer Applications I
Teacher Key
2008
Competency B – 3.01 – page 200
Guided Practice: Macro
Student Activity
Student Name:
Period:
Date:
GUIDED PRACTICE: MACRO
Create a Macro
1.
Create a macro called MemoHeading with the following information:
TO:
FROM:
DATE:
SUBJECT:
2.
Create a macro called Closing with the following information.
Sincerely,
Your Name
6411 – Computer Applications I
2008
Competency B – 3.01 – page 201
Guided Practice: Software Support Tools
Student Activity
Student Name:
Period:
Date:
GUIDED PRACTICE: SOFTWARE SUPPORT TOOLS
Directions: In this activity, you will follow along with your teacher to complete the following tasks:






Track changes
Use search and replace
Apply styles
Use format painter
Use the thesaurus
Add comments
1.
Retrieve the report on etiquette created in Independent Practice: Page Formatting.
2.
Make the following changes to the document:
•
Turn on track changes
•
Search for every occurrence of “telephone” and replace it with “phone”
•
Apply heading style 2 to the first paragraph heading and use the format painter to apply
the same style to the rest of the paragraph headings.
•
Using the thesaurus, replace the word “disparaging”
•
Highlight “pet peeves” and insert a comment. In the comment, list two personal pet
peeves you experience when talking to someone on the phone
•
Accept all changes
•
Save the document under a new filename
6411 – Computer Applications I
2008
Competency B – 3.01 – page 202
Guided Practice: Software Support Tools
Teacher Key
GUIDED PRACTICE: SOFTWARE SUPPORT TOOLS KEY
6411 – Computer Applications I
2008
Competency B – 3.01 – page 203
Guided Practice: Software Support Tools
6411 – Computer Applications I
Teacher Key
2008
Competency B – 3.01 – page 204
Independent Practice: Software Support Tools
Student Name:
Student Activity
Period:
Date:
INDEPENDENT PRACTICE: SOFTWARE SUPPORT TOOLS
Directions: In this activity, you will work independently to complete the following tasks:






Track changes
Use search and replace
Apply styles
Use format painter
Use the thesaurus
Add comments
1.
Retrieve the letter created in Independent Practice: Business Letter
2.
Complete the following tasks:
3.

Turn on Track Changes

Use the search and replace feature to replace “test items” with “item banks”

Apply heading style 3 to the text “Computer Applications I

Using the format painter, format “curriculum guide” and “blueprint” as bold

Use the thesaurus to replace the word “notify” with a similar word

Select the word “enclosure” and add the comment “order forms are available through
Martini Press”

Accept all changes
Save and submit according to teacher instructions
6411 – Computer Applications I
2008
Competency B – 3.01 – page 205
Independent Practice: Software Support Tools
Teacher Key
INDEPENDENT PRACTICE: SOFTWARE SUPPORT TOOLS KEY
6411 – Computer Applications I
2008
Competency B – 3.01 – page 206
Guided Practice: Templates and Wizards
Student Activity
Student Name:
Period:
Date:
GUIDED PRACTICE: TEMPLATES AND WIZARDS
Templates
1. File Menu, New, Task Pane appears
2. Click General Templates, Dialog box opens
3. Discuss the various types of Templates and the uses for each. Students will be using the
résumé and fax templates in the next activity (no handout/refer to teacher instructions).
4. Demonstrate how to use the template for a Contemporary Memo
(Be sure to read the template’s information before replacing text.)
Wizards
1.
File Menu, New, Task Pane appears
2.
Select the résumé wizard.
3.
Key according to directions in the wizard.
6411 – Computer Applications I
2008
Competency B – 3.01 – page 207
Document Culmination Project
Student Activity
DOCUMENT CULMINATION PROJECT
You are employed as an account manager for a newly opened
travel agency named East Coast Travel. Your boss, Charles Right, is
the office manager and owner of the business. He sends emails directing you to prepare a
variety of business documents related to opening a new business, advertising, and
managing employees.
For any letters that he directs you to prepare in his name, you must use his preferred
format: block style with mixed punctuation and block paragraphs. When keying his name
in the letter closing, he prefers Sincerely, Charles Right, CEO, East Coast Travel.
Your teacher will give you specific instructions on how to save and submit the work from
this project.
Address: East Coast Travel
500 Sunset Place, Suite B
New Bern, NC 28563
Phone: 1-800-872-8957 (1-800-TRAVELS)
Fax: 1-866-872-8957
Web site: www.eastcoasttravel.com
6411 – Computer Applications I
2008
Competency B – 3.01 – page 208
Document Culmination Project
Student Activity
CHECKLIST OF ASSIGNMENTS
Student Name:
Assignment
Project due date:
Document
Date
Submitted
Grade
Email 1
Email 2
Email 3
Email 4
Email 5
Email 6
Email 7
Email 8
Email 9
6411 – Computer Applications I
2008
Competency B – 3.01 – page 209
Document Culmination Project
Student Activity
Email 1
TO:
SUBJECT:
FROM: Charles Right
Paragraph
CC:
BC:
Please prepare a paragraph or two for the local paper announcing the opening of East
Coast Travel. Include the CEO’s name, the company address and phone number, the
website (www.eastcoasttravel.com) and the hours of business. Supply a brief
description of the services available such as group and individual travel planning and
holiday specials.
Attachment:
Email 2
TO:
SUBJECT:
FROM: Charles Right
Memo
CC:
BC:
Please prepare a memo to all staff which describes the company dress policy.
Thanks.
Attachment:
6411 – Computer Applications I
2008
Competency B – 3.01 – page 210
Document Culmination Project
Student Activity
Email 3
TO:
FROM: Charles Right
SUBJECT:
Report
CC:
BC:
Please prepare a report in MLA format that outlines a brief description of each travel
destination on the Twilight Tour schedule (see attached).
The brief description (one paragraph) of each destination should include the
approximate weather conditions for the time of year and a description of 2-3
highlights of each destination.
Include a web link for each paragraph/destination.
Attachment: Twilight Tours
Departure Date
Departure Time
Destination
Arrival Time
Length of Stay
8-17-08
6:00 a.m.
Myrtle Beach, SC
10:00 a.m.
4 nights
8-24-08
7:00 a.m.
Pinehurst, NC
9:00 a.m.
3 nights
8-31-08
6:30 a.m.
Williamsburg, VA
10:30 a.m.
2 nights
9-7-08
6:00 a.m.
Charleston, SC
11:00 a.m.
4 nights
9-14-08
8:00 a.m.
Montreat, NC
12:00 p.m.
3 nights
9-21-08
6:00 a.m.
Washington, DC
11:00 a.m.
3 nights
9-28-08
6:00 a.m.
Outer Banks, NC
10:30 a.m.
4 nights
6411 – Computer Applications I
2008
Competency B – 3.01 – page 211
Document Culmination Project
Student Activity
Email 4
TO:
SUBJECT:
FROM: Charles Right
Agenda
CC:
BC:
Please prepare an agenda for the staff meeting to be held next Tuesday at 8:00 a.m.
in the conference room.
Topics to be discussed include client development, business alliances, staff
commissions, and the advertising campaign. Susan Gurtz is responsible for covering
client development and business alliances. I will cover staff commissions and I’d like
you to cover the advertising campaign.
Attachment:
Email 5
TO:
SUBJECT:
FROM: Charles Right
Memo
CC:
BC:
Please prepare a memo to all staff and copy to our travel secretary, John, so that he
can prepare an itinerary for me. I will be flying to Las Vegas next Friday for a
seminar presented by the National Travel and Tourism Society.
I will be staying at the Las Vegas Club hotel for Friday and Saturday nights and will
depart on an afternoon flight Sunday.
Attachment:
6411 – Computer Applications I
2008
Competency B – 3.01 – page 212
Document Culmination Project
Student Activity
Email 6
TO:
FROM: Charles Right
SUBJECT:
Travel Guide
CC:
BC:
We will be developing a Travel Guide of common destinations to use with
presentations and as promotional materials.
We will build this guide as we develop more descriptions of travel destinations, but for
now, please prepare a title page and a table of contents using the report you
prepared earlier of the Twilight Tour destinations.
Attachment:
Email 7
TO:
SUBJECT:
FROM: Charles Right
Minutes
CC:
BC:
Please prepare the minutes from our last staff meeting.
Attachment:
6411 – Computer Applications I
2008
Competency B – 3.01 – page 213
Document Culmination Project
Student Activity
Email 8
TO:
SUBJECT:
FROM: Charles Right
Business Letter
CC:
BC:
Please prepare a letter for my signature to Bill’s Pizza thanking them for advertising
with us. The manager at Bill’s is Bill Sexton.
Attachment:
Email 9
TO:
SUBJECT:
FROM: Charles Right
Business Letter
CC:
BC:
Please prepare a letter for my signature to Sunset Nursing Home thanking them for
allowing East Coast Travel to present our Twilight Tours to the staff and residents.
The CEO of the nursing home is Dr. Naomi Bearfoot
Attachment:
6411 – Computer Applications I
2008
Competency B – 3.01 – page 214