dollars with sense volunteer training “what i liked about the ja program was the volunteers...

Dollars with SenseVolunteer Training

“What I liked about the JA program was the volunteers teaching us to plan towards the

future!”

–Student, Grade 4

93% of volunteers would volunteer with JA again

95% of teachers indicated that JA programs are relevant to

today’s youth

“Company volunteers were awesome! They

made excellent connections between personal experiences

and the subject matter” –Teacher

The average debt per Canadian consumer is $25,000 –TransUnion,

June 2011

In Canada, JA reaches over 230,000 students with over 1.4 million hours of instructional

hours annually from over 13,000 dedicated business

mentors in over 400 communities across Canada

1919: Horace Moses of Springfield, Massachusetts develops a program to provide high school students with practical business experience

JA WORLDWIDE: 117 countries around the world

JACAN: 15 charters across Canada

JASA:18,000 students annually with 1,000 dedicated business volunteers

• Welcome & Introductions• Roles and Conduct• Student Characteristics• Teaching Tips and Classroom

Management• Program Goals• Four Lessons – Learning Outcomes

and Activities• Preparation & Expectations• Wrapping Up The Learning

Experience

Agenda

Training Objectives

Understand Role

Understand Learning Outcomes

Tips & Tricks

Program Delivery Logistics

Post-Delivery

Roles – Teacher or Volunteer? • Establishes classroom rules and

procedures• A role model• Maintains order and discipline• An experienced resource• Provides feedback • Introduces you to the students• A facilitator• A motivator• Supports your efforts

As the Volunteer you are:• A role model• An experienced resource• A facilitator• A motivator

The Teacher:• Establishes classroom rules and

procedures• Maintains order and discipline• Supports your efforts• Introduces you to the students

JA Volunteer Role

• Dress appropriately (business casual)

• Use appropriate language• Value and respect diversity• Never meet with the

students on your own• Avoid physical contact• Uphold laws• Do not use the experience to

sell, endorse or solicit business from students, their parents, teachers or other volunteers unless this contact is first initiated by them.

JA Volunteer Conduct

Walk the line!

How do you feel about public speaking in a classroom?

10

When you were a young adolescent…

1. How did you and your peers react to a guest in the

classroom?

2. What would you do as a presenter to combat these

challenges?

Student Characteristics

Most Students are integrated into regular classroom settings.

• Teaching Aide• Student buddy• Extra teacher attention

Knowledge and Employability (K & E) Class:• Students who have history of learning difficulty in the

regular program• Standardized testing scores are below 25th percentile• Students are usually at least two grade levels behind in

reading and math

Students with Special Needs – Student Profiles

Program Goal

To encourage Middle School aged youth to

develop the financial literacy necessary to

make informed decisions about their

financial futures.

• Program guides (2)

• Student Workbooks (30)

• Pizza Party Menus

• Investors Games (6)

• MONEY BINGO Games

• Tent Name Cards (30)

• Certificates of

Accomplishment (30)

• Parent Letters (30)

Program Materials• Agenda for the Day

• Teaching Tips and

Ice Breakers

• Pens and Markers

• Poster Paper

• Barter Activity

Cards

• JA Dollars

Page 5

Introductions

Energizers(10 minutes)

Lesson 1Let’s Talk MoneyWhat Would You Do?

You and Your Money

Exploring Methods of

Payment

Discussion(40 Mins)

Lesson 2Be a SMART

ShopperWhy do we Buy the Things we

buy?

Are You a SMART Consumer?

Discussion(40 Mins)

Lesson 3Look After

Your MoneyThink About

Goals

A Project Budget

Discussion(45 Mins)

Lesson 4Make Your

Money WorkBecome

Investment Wise

Personal Investment

Choices

Investors Game

Discussion(55 Mins)

Wrap UpMoney Bingo Discussions

Program Overview

Group Work – Lessons 1-4

1. What are the goals of this lesson?2. Read the lesson and activities and answer these

questions:– Which extended activity do you prefer if there is time?– What do you feel will be most difficult for students?– How can you make it interactive to better engage

students?

3. Review slides that correspond to your lesson, how will you use them?

4. Choose one person to present to the other groups (you will be using the student powerpoint)

• Introduce yourself• Set the tone and ground rules• Give students an idea of what the schedule is like

(breaks, activities, etc.)• ENERGIZE the class with Icebreakers• Hand out the table tents and the student work book

Introduction to the Program

Students will• Develop a money management self-profile.• Describe the advantages and

disadvantages of barter and money

exchange systems.• Choose appropriate forms of exchange for

making purchases and payments.

Core Activities• What Would You Do?• You and Your Money• Exploring Methods of Payment• Discussion

Lesson 1 – Lets Talk Money

Extended

Activities• Trade Vs

Money• How do I pay?

Students will:• Determine factors that influence their

spending.• Identify steps in being a SMART consumer.• Demonstrate how to make SMART decisions.• Calculate the cost of credit.• Develop awareness about consumer rights

and responsibilities.

Core Activities• Why do we buy the things we buy?• Are you a SMART consumer?• Discussion

Lesson 2 – Be a SMART Shopper

Extended Activities• Make SMART consumer

Decisions• Don’t Pay for a Year!• Know Your Consumer

Rights

Students will• Identify needs, wants, and financial goals.• Prepare a project budget.• Differentiate services offered by financial

institutions.• Demonstrate how to write a cheque.• Identify types of fraud and how to protect

themselves from fraud.

Key Activities• Think about goals• A project budget• Discussion

Lesson 3 – Look After Your Money

Extended Activities• Shop for Financial

Services• Know about Cheques (&

game)• Look Out for Fraud

Students will• List different ways to invest money.• Define some investment terms.• Identify the advantages and disadvantages of

various investments• Identify the sources of information available to

help them make informed investment decisions

Key Activities• Become Investment Wise• Personal Investment Choices• Investors Game• Discussion

Lesson 4 – Make Your Money Work

Extended Activities• Investment

Promotion

Money BINGO – use powerpoint version like Jeopardy – as a whole

group, small groups, 2 sides, etc. or use game as in traditional

bingo, individually, pairs or small groups

Use this opportunity to get student feedback • What did you learn?• What are some of the things that you enjoyed?• What are your suggestions for improving the program?

Share your observations, thank the participants

Handout the Certificates of Accomplishment and parent letters

Wrap Up

• Register online as a volunteer, for both

new and returning volunteers• Receive school information 2 weeks

prior• Inform your employer in advance of

your absence• Review the program materials, prepare

lessons, and work through activities• Connect with your partner• Collect any extra resources to be used

during delivery• Think of personal experiences to share

What to do: Before the presentation

• Arrive at school as scheduled• Sign in at the office• Enjoy coffee & water in the staff

room• Sign your parent letters• Introduce yourself to the teacher• Give the teacher certificates to write

names in• Discuss any last minute

questions/concerns with teacher• Check to see if PowerPoint is ready

What to do: Day of Delivery

•Collect unused materials, game pieces, etc. from kit and leave with teacher or bring to the JA coordinator•May be invited to stay for lunch to meet with other volunteers and teachers depending on the size of delivery•You will be emailed a volunteer survey. This data is used to improve our programs, training, etc. and is completed anonymously by both the teachers and volunteers. Your feedback is important!

What to do: After the delivery

Final Notes

Questions? Concerns?

Ideas on classroom management –review and rank

You Make A Difference!

Thank You For Volunteering With Junior Achievement!