Computer Applications I 6411

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1 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 ing 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 Computer Applications I Summer 2008, Version 2 Unit B Overview

2 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 Computer Applications I Summer 2008, Version 2 Unit B Overview

3 COURSE 6411 Computer Applications I Unit B COMPETENCY 3.00 B2 32% Software Applications for Business Understand documents and publications used in business. OBJECTIVE 3.01 B2 22% Understand business documents. Why is formatting applied to fonts, paragraphs, and pages? What documents are commonly used in a business setting? ESSENTIAL QUESTIONS 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 H 2 O, and for footnotes or reference purposes, such as in Webster s Dicitonary 1 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

4 UNPACKED CONTENT 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 B. 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 a. Use bullets when the items are non-sequential b. Use numbers for procedural lists that must be accomplished in a specific order 5. A hanging indent is most often used in reference materials 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 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 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 10. Tables used to arrange text in columns and rows and are helpful in presenting, organizing, and clarifying information C. 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

5 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), 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 Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 98

6 UNPACKED CONTENT 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 B. A business letter is 1. Purpose - a form of communication used to convey a formal message to one or more parties Examples of uses: o Company s communication to stockholders o Superintendent s communication to parents o Bank s communication to customers 2. Components (in order): a. Letterhead (optional) preprinted information in the header and sometimes in the footer that usually contains the company name, address, address, logo, and other contact information b. Dateline the date the letter is written, spelled out, such as April 30, 2010, not 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

7 UNPACKED CONTENT 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. C. Personal business letter 1. Purpose correspondence between an individual and another individual or a corporate entity, sent as a hard copy or as an attachment Examples of use: o Formal thank you note o Letter of complaint o Letter of application to accompany a résumé 2. Components: Same components as those required of a business letter AND the return address of the author at the top of the document D. 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. s, on the other hand, are considered temporary communication. May be sent as a hard copy, as an , or as an attachment Examples of use: o Communicate a hiring policy to office managers o Communicate a severe weather policy to employees 2. Components: a. 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 b. 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

8 UNPACKED CONTENT E. An agenda e. Special notations (optional) such as attachment or copy notation 1. Purpose a list of items to be discussed or acted upon, prepared before meetings, events, and conferences 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 2. 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 F. Minutes 1. Purpose used to describe the discussions, decisions, and actions that occurred during a business meeting 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 2. 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

9 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 A marketing research report summarizing the supply and demand statistics for a new product 2. 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 H. 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 III. Example of use: o Chronological listing with page numbers of contents of an accompanying research report 2. 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

10 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

11 INSTRUCTIONAL ACTIVITIES Instructional Activities Relevancy Resources 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 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

12 INSTRUCTIONAL ACTIVITIES Instructional Activities Relevancy Resources 2. 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 3. 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

13 INSTRUCTIONAL ACTIVITIES Instructional Activities Relevancy Resources 4. 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 Basic three column and two row with a title merged across the cells at the top Shaded column and row headings 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? 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 5. 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 Helps students UNDERSTAND (B2) formatting for business documents Describes expectations for formatting tables Guided Practice: Table Formatting activity and key Table Formatting Rubric 6411 Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 106

14 INSTRUCTIONAL ACTIVITIES Instructional Activities Relevancy Resources 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? 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. 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 8. 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 9. 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 Helps students UNDERSTAND (B2) how to format pages Helps students UNDERSTAND (B2) formats used in business documents Assesses what students UNDERSTAND (B2) about formatting 3.01 Documents/GP Page Formatting 3.01 Documents/GP Page Formatting key Guided Practice: Page Formatting Instructions and key 3.01/ Documents/IP Page Formatting 3.01/ Documents/IP Page Formatting key Independent Practice: Page Formatting Instructions, Questions, and key 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

15 INSTRUCTIONAL ACTIVITIES Instructional Activities Relevancy Resources 10. 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 11. Distribute the Business Documents Checklist to students 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 Reviews the purpose and expectations of keying business documents Helps students UNDERSTAND (B2) performance criteria Business Documents Checklist Business Documents Rubric 6411 Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 108

16 INSTRUCTIONAL ACTIVITIES Instructional Activities Relevancy Resources 12. 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 3.01/ Documents/ Document Examples 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 ing 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. Helps students UNDERSTAND (B2) the uses and components of various business documents through discussion and example. 3.01/ Documents/ Document Examples/ Examples of résumés from Internet, textbooks, or other sources Business Document Notes: Résumé Student Notes 6411 Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 109

17 INSTRUCTIONAL ACTIVITIES Instructional Activities Relevancy Resources 14. 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: What is a résumé? Why is it used? What are the components of a résumé? How should the components be organized? What guidelines should you follow when keying a résumé? 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 Helps students UNDERSTAND (B2) the uses and components of various business documents through discussion and example. Reinforcement activity: p 437 Glencoe Microsoft Office 2003 ( for Résumés) Independent Practice: Résumé Business Documents Checklist Business Documents Rubric 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 Continued on next page 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 6411 Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 110

18 INSTRUCTIONAL ACTIVITIES Instructional Activities Relevancy Resources 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? What are the components of a business letter? Why is a business letter used? How should the components be organized? What guidelines should you follow when keying a business letter? Why is accuracy so important? 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 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 Reinforcement activity: Less 3, ex 1, & p Glencoe Microsoft Office 2003 (for Business Letters) 6411 Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 111

19 INSTRUCTIONAL ACTIVITIES Instructional Activities Relevancy Resources 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? 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 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 Reinforcement activity: Less 3, ex 1, & p Glencoe Microsoft Office 2003 (for Personal Business Letters) 6411 Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 112

20 INSTRUCTIONAL ACTIVITIES Instructional Activities Relevancy Resources 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: Why is a memo used? When is a memo used? How is a memo used? How is a memo formatted? Helps students UNDERSTAND (B2) the uses and components of various business documents through discussion and example. Reinforcement activity: p Glencoe Microsoft Office 2003 (for Memos) Continued on next page Business Document Notes: Memo Student Notes 3.01 Documents/ Document Examples 6411 Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 113

21 INSTRUCTIONAL ACTIVITIES Instructional Activities Relevancy Resources 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 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 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 6411 Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 114

22 INSTRUCTIONAL ACTIVITIES Instructional Activities Relevancy Resources 13. 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/ 14. 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? 15. Using a digital projector, display and discuss the sample minutes located in the 3.01 Documents folder while students view pages 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 purpose and components of an agenda through independent practice, application, discussion, and reflection Helps students UNDERSTAND (B2).the components of minutes through guided practice Independent Practice: Agenda activity and key Business Documents Checklist Business Documents Rubric 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

23 INSTRUCTIONAL ACTIVITIES Instructional Activities Relevancy Resources 16. 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 17. Using a digital projector, display and discuss the sample report located in the 3.01 Documents folder while students view pages 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 workshops/pp/mla.ppt#256,1,crossreferencing: Using MLA Format MLA.pdf 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 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/ 6411 Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 116

24 INSTRUCTIONAL ACTIVITIES Instructional Activities Relevancy Resources 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, 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 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 Continued on next page 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 6411 Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 117

25 INSTRUCTIONAL ACTIVITIES Instructional Activities Relevancy Resources 20. 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 21. 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. 22. 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 23. 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 business documents through self-check Students will CLASSIFY (B2) the uses of various business documents Reviews and checks what students UNDERSTAND (B2) about formatting What Do You Know About Business Documents? activity Business Document Decisions student activity and key Document Review activity and key 6411 Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 118

26 INSTRUCTIONAL ACTIVITIES Instructional Activities Relevancy Resources 24. 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 Students will CLASSIFY (B2) the components of various business documents Business Document Components activity and key 25. 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, s, 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 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 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 Software Support Features notes graphic organizer Teacherprepared notes on mail merge (Refer to unpacked content) Guided Practice: Mail Merge activity and key 6411 Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 119

27 INSTRUCTIONAL ACTIVITIES Instructional Activities Relevancy Resources 26. 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 27. 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 28. To complete the Independent Practice: Create a Macro activity, instruct students to create a macro called Header with the following information 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? Helps students UNDERSTAND (B2) the benefits of using macros Helps students UNDERSTAND (B2) the usefulness of macros as a formatting tool Guided Practice: Macro No key or handout is provided for this activity Student work should look similar to headers used in this guide 6411 Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 120

28 INSTRUCTIONAL ACTIVITIES Instructional Activities Relevancy Resources 29. 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 30. 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

29 INSTRUCTIONAL ACTIVITIES Instructional Activities Relevancy Resources 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 21 st 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 s in the project as actual s to the students (Optional) Edit the s so that students have to determine which document is appropriate for the scenario described in the (Optional) Develop additional activities as needed and as time permits Helps students UNDERSTAND (B2) document purposes and components Document Culmination Project Business Documents Rubric (p 63) Collaboration software/ website (optional) No key is provided for the culmination project 6411 Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 122

30 Instructional Activities What do you know about Font Formatting? What do you know about Font Formatting? Key Guided Practice: Paragraph Formatting Guided Practice: Paragraph Formatting Key Independent Practice: Paragraph Formatting Independent Practice: Paragraph Formatting Key Table Formatting Notes Guided Practice: Table Formatting Guided Practice: Table Formatting Key Table Formatting Rubric Independent Practice: Table Formatting Independent Practice: Table Formatting Key Guided Practice: Page Formatting Instructions Guided Practice: Page Formatting Key Independent Practice: Page Formatting Instructions Independent Practice: Page Formatting Questions Independent Practice: Page Formatting Key Font, Page, and Paragraph Formatting Review Font, Page, and Paragraph Formatting Review Key What Do You Know About Business Documents? What Do You Know About Business Documents? What Do You Know About Business Documents? Key What Do You Know About Business Documents? Key Business Documents Checklist Business Documents Rubric Business Document Notes: Résumé Independent Practice: Résumé Business Document Notes: Business Letter Independent Practice: Business Letter Independent Practice: Business Letter Key Business Document Notes: Personal Business Letter Independent Practice: Personal Business Letter Independent Practice: Personal Business Letter Key Business Document Notes: Memo Independent Practice: Memo Key Business Document Notes: Agenda Independent Practice: Agenda Independent Practice: Agenda Key Business Document Notes: Minutes Independent Practice: Minutes Independent Practice: Minutes Key Business Document Notes: Research Report Independent Practice: Report Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 123

31 Business Document Notes: Table of Contents Independent Practice: Table of Contents Independent Practice: Table of Contents Key Business Document Decisions Business Document Decisions Key Document Formatting Review Document Formatting Review Key Business Document Components Business Document Components Key Software Support Features Notes Guided Practice: Mail Merge Guided Practice: Mail Merge Key Independent Practice: Mail Merge Independent Practice: Mail Merge Key Guided Practice: Macro Guided Practice: Software Support Tools Guided Practice: Software Support Tools Key Independent Practice: Software Support Tools Independent Practice: Software Support Tools Key Guided Practice: Templates and Wizards Document Culmination Project Checklist of Assignments Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 124

32 What Do You Know About Font Formatting? Student Activity Student Name: 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 Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 125

33 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 OR OR 2. champion OR OR 3. Pledge of Allegiance OR OR Highlight/select the text and use CTRL + B Highlight/select the text and click on the bold button on the formatting toolbar Highlight/select the text and select format, font, bold Highlight/select the text and use CTRL + I Highlight/select the text and click on the italics button on the formatting toolbar Highlight/select the text and select format, font, italics Highlight/select each word separately and use CTRL + U Highlight/select each word separately and select the underline button on the formatting toolbar. Highlight/select the phrase and use CTRL + Shift + W 4. Business Reports Answers will vary 5. H 2 O Highlight/select the 2 and select format, font, subscript OR Highlight/select the 2 and use CTRL + = 6. FBLA MEMBERSHIP ROSTER OR 7. Business Classes are Fun! Highlight/select the phrase and select format, font, small capitals Highlight/select the phrase and use CTRL + Shift + K OR Highlight/select the text and select format, font; choose a font that has attributes (serifs) on the tips of each letter. Highlight/select the text and use CTRL + D and select a font Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 126

34 Guided Practice: Paragraph Formatting Student Activity Student Name: 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 Directions: 1. Key the paragraph below Add a footnote Cut and paste Format a paragraph heading 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, 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 Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 127

35 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 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 Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 128

36 Independent Practice: Paragraph Formatting Student Activity Student Name: 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 $ A car cost $16,615 in The same car will cost $53,180 in Source: NC 401(k) Plan: Helping You Bild a Better Financial Future. July Prudential Retirement. 1. Beginning with the sentence The cost of a movie ticket in , 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

37 Independent Practice: Paragraph Formatting Student Activity Student Name: 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

38 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 $ o A car cost $16,615 in o The same car will cost $53,180 in NC 401(k) Plan: Helping You Bild a Better Financial Future. July Prudential Retirement Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 131

39 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

40 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

41 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

42 Guided Practice: Table Formatting Teacher Key Job Title Job Description Workplace Education Earnings Job Outlook GUIDED PRACTICE: TABLE FORMATTING KEY SPOTLIGHT ON THE JOB 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 Computer Applications I Summer 2008, Version 2 Unit B 3.01 page 135

43 Table Formatting Rubric Student Activity Student Name: Period: Date: TABLE FORMATTING RUBRIC Table Contents Excellent (10) 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 > 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

44 Independent Practice: Table Formatting Student Activity Student Name: 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

45 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 8:00 8:30 8:30 9:00 Wife Swap American Idol American Idol CSI Ghost Whisperer 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

46 Guided Practice: Page Formatting Instructions Student Activity Student Name: Period: 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

47 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

48 Independent Practice: Page Formatting Instructions Student Activity Student Name: 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 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

49 Independent Practice: Page Formatting Questions Student Activity Student Name: 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

50 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

51 Independent Practice: Page Formatting Teacher Key 6411 Computer Applications I Summer 2008, Version 2 Competency B 3.01 page 144

52 Font, Page, and Paragraph Formatting Review Student Activity Student Name: 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 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 To move text from one location in a document to another f. Footnote Used to indicate a new paragraph or offset a long quote g. Hanging indent A source reference placed at the bottom of the same page h. Hard break A list of all source references used in a document, placed on a separate page i. Header 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

53 Font, Page, and Paragraph Formatting Review Student Activity Student Name: 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 Running text at the top of a page, such as a page number, date, title m. Portrait Running text at the bottom of a page, such as a page number, date, title n. Tab 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

54 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 address f. Superscript F 7. The numbers in a chemical equation g. Underline Match the term with its definition A 1. Vertical or horizontal lines around the edges of a page or a paragraph a. Borders G 2. To indent all lines except the first line of a paragraph b. 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 C 6. To move text from one location in a document to another f. Footnote J 7. Used to indicate a new paragraph or offset a long quote g. Hanging indent F 8. A source reference placed at the bottom of the same page h. Hard break D 9. A list of all source references used in a document, placed on a separate page i. Header O 10. Used to arrange and organize text in columns and rows j. Indent K 11. When the paper is wider than it is tall k. Landscape M 12. When the paper is taller than it is wide l. Paragraph heading I 13. Running text at the top of a page, such as a page number, date, title m. Portrait E 14. Running text at the bottom of a page, such as a page number, date, title n. Tab 6411 Computer Applications I Summer 2008, Version 2 Competency B 3.01 page 147

55 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

56 What do you know about Business Documents? Student Activity Student Name Date: 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 Revised Bloom s Taxonomy Peer Review Committee May 27, 2009 NC DPI 8:30 a.m. Welcome and Introductions John 9:00 a.m. Overview of Blueprints 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 Holiday Inn 300 Hillsborough Street Raleigh, NC 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. Key Terms: Agenda Business Letter Minutes Memo Sincerely Mrs. Mary Jones TO: FROM: SUBJECT: Mike Ward, President Cecelia Barnes, Consultant 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 Computer Applications I Summer 2008, Version 2 Competency B 3.01 page 149

57 What do you know about Business Documents? Student Activity Student Name 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. Document Résumé Business Letter Personal Business Letter Memo Agenda Minutes Date: What I know about components and uses of this document: Date: 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. I feel that I am an expert. I know enough to get by with a little more practice. I don t have a clue. I feel that I am an expert. I know enough to get by with a little more practice. I don t have a clue. I feel that I am an expert. I know enough to get by with a little more practice. I don t have a clue. I feel that I am an expert. I know enough to get by with a little more practice. I don t have a clue. I feel that I am an expert. I know enough to get by with a little more practice. I don t have a clue Computer Applications I Summer 2008, Version 2 Competency B 3.01 page 150

58 What do you know about Business Documents? Student Activity Student Name Date: Period Document Research Report Date: What I know about components and uses of this document: Date: 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. 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 Computer Applications I Summer 2008, Version 2 Competency B 3.01 page 151

59 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 Agenda Minutes Revised Bloom s Taxonomy Peer Review Committee May 27, 2009 NC DPI 8:30 a.m. Welcome and Introductions John 9:00 a.m. Overview of Blueprints 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 Holiday Inn 300 Hillsborough Street Raleigh, NC Memo 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 TO: FROM: SUBJECT: Mike Ward, President Cecelia Barnes, Consultant 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 152

60 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 . 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 Computer Applications I Summer 2008, Version 2 Competency B 3.01 page 153

61 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

62 Business Documents Rubric Student Activity BUSINESS DOCUMENTS RUBRIC Student Name: Document: Due Date: Excellent (20) Satisfactory (17) Poor (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 > 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

63 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) 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

64 Business Document Notes: Résumé BUSINESS DOCUMENT NOTES: RÉSUMÉ Student Notes OPTIONAL INFORMATION GUIDELINES FOR KEYING 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 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 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 Computer Applications I Summer 2008, Version 2 Competency B 3.01 page 157

65 Independent Practice: Résumé Student Activity Student Name: Period: Date: INDEPENDENT PRACTICE: RÉSUMÉ Julie Local 4518 Summit Point Road Archdale, North Carolina (H) (C) OBJECTIVE EDUCATION EXPERIENCE Seeking a manager intern position with Smiley s Daycare Senior at Groom High School, Archdale, NC Graduation May 2009 Business Administration concentration GPA 3.6 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, Mary Woodlawn, 4545 Jamestown Place, Archdale, NC 28456, Alice Creech, 4555 Knox Road, Archdale, NC 28456, Computer Applications I Summer 2008, Version 2 Competency B 3.01 page 158

66 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? 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, 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 See pages 3-4 of the 3.01 Document Examples PDF file 6411 Computer Applications I Summer 2008, Version 2 Competency B 3.01 page 159

67 Business Document Notes: Business Letter Student Notes BUSINESS DOCUMENT NOTES: BUSINESS LETTER PUNCTUATION STYLES 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 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 FORMAT All lines begin at the left margin The date and closure are keyed AT center point (about 6 tabs) 6411 Computer Applications I Summer 2008, Version 2 Competency B 3.01 page 160

68 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

69 Independent Practice: Business Letter Student Activity Student Name: 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 57 th Street, New York, NY 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 Computer Applications I Summer 2008, Version 2 Competency B 3.01 page 162

70 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 Computer Applications I Summer 2008, Version 2 Competency B 3.01 page 163

71 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 See page 5 of the 3.01 Document Street address Examples PDF file City, State abbreviation, zip code Date 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 Computer Applications I Summer 2008, Version 2 Competency B 3.01 page 164

72 Independent Practice: Personal Business Letter Student Activity Name: 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 The letter is to Ms. Alice Council, Personnel Director, Acme Products, 1895 Centennial Drive, Charlotte, NC 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 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 at your earliest convenience to schedule an interview. I can be reached by cell phone at or at dcobol@yahoo.net Computer Applications I Summer 2008, Version 2 Competency B 3.01 page 165

73 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

74 Business Document Notes: Memo Student Notes BUSINESS DOCUMENT NOTES: MEMO DESCRIPTION WHAT IS IT AND WHY IS IT USED? BUSINESS DOCUMENT NOTES: MEMO MARGINS See pages 6-7 of the 3.01 Document Examples PDF file 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

75 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

76 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 Computer Applications I Summer 2008, Version 2 Competency B 3.01 page 169

77 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

78 Independent Practice: Agenda Student Activity Student Name: 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 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

79 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

80 Business Document Notes: Minutes Student Notes BUSINESS DOCUMENT NOTES: MINUTES BUSINESS DOCUMENT NOTES: MINUTES See pages 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

81 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 GUIDELINES FOR KEYING Review of previous minutes by board members Minutes may be ed 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 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

82 Independent Practice: Minutes Student Activity Student Name: 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

83 Independent Practice: Minutes Teacher Key INDEPENDENT PRACTICE: MINUTES KEY Note: Formats for minutes may vary. This is just one example Computer Applications I 2008 Competency B 3.01 page 176

84 Business Document Notes: Research Report Student Notes BUSINESS DOCUMENT NOTES: RESEARCH REPORT BUSINESS DOCUMENT NOTES: RESEARCH REPORT See pages 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

85 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 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 address and phone number (optional) 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 Body 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 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

86 Business Document Notes: Research Report Student Notes BUSINESS DOCUMENT NOTES: RESEARCH REPORT Endnotes/ Footnotes Works cited 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 Notes page 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

87 Independent Practice: Report Student Activity Student Name: 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

88 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 $ 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 $ 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 $ 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 Apartment Ratings. 26 March 2008 < Boatwright, Phyliss. "County, schools talk money." The Courier-Times 10 Nov Top Stories. 17 April 2008 < Education Pays. 29 May U. S. Department of Labor Bureau of Labor Statistics. 26 March 2008 < Harnack, Andrew, and Eugene Kleppinger. Online! Using MLA Style to Cite and Document Sources Boston: Bedford/St. Martin s. 26 March 2008 < Lowes Foods To Go Lowes Foods # March 2008 < Ownership Costs Automobile Magazine. 21 March < Ownership Costs Automobile Magazine. 21 March 2008 < The High Cost of High School Dropouts, What the Nation Pays for Inadequate High Schools. Oct Alliance for Excellent Education.21 March 2008 < The Purdue OWL. 26 Aug The Writing Lab and OWL at Purdue and Purdue University. 23 April 20 < Computer Applications I 2008 Competency B 3.01 page 181

89 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 Description See page 29 of the 3.01 Document Examples PDF file 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

90 Independent Practice: Table of Contents Student Activity Student Name: 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 2 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 Computer Applications I 2008 Competency B 3.01 page 183

91 Independent Practice: Table of Contents Teacher Key INDEPENDENT PRACTICE: TABLE OF CONTENTS KEY 6411 Computer Applications I 2008 Competency B 3.01 page 184

92 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 Memo Minutes Research report Document 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 policy 6411 Computer Applications I 2008 Competency B 3.01 page 185

93 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: , memo, research report, agenda, minutes, itinerary, letter, and news/press release. Document Activity Minutes Agenda Research Report Letter Memo may be attached to an message Inform staff about an upcoming meeting Summarize the discussion of the meeting Prepare a list of topics to be covered in the upcoming meeting Prepare a detailed summary of current market trends Invite the major sponsor of your signature product to a luncheon in their honor Notify staff of a change in policy 6411 Computer Applications I 2008 Competency B 3.01 page 186

94 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. Tab o. Table 6411 Computer Applications I 2008 Competency B 3.01 page 187

95 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

96 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) Business Letter (BL) Memo (Mem) Minutes (Min) Personal Business Letter (PBL) Report (Rpt) Résumé (Res) Table of Contents (ToC) Res Component Activities and Interests Call to Order Complimentary Close Copy notation Education (history) Employment (history) Endnotes/footnotes Headings TO, FROM, DATE, SUBJECT Inside Address Message New Business Objective Component Topics and subtopics included in a document Old Business Parenthetical citations References of colleagues and employers Return Address Salutation Subject Line Time, topics, and location of a meeting Title page Unfinished Business Works cited Writer s signature block 6411 Computer Applications I 2008 Competency B 3.01 page 189

97 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) Business Letter (BL) Memo (Mem) Minutes (Min) Personal Business Letter (PBL) Report (Rpt) Résumé (Res) Table of Contents (ToC) Component Component Res Activities and Interests ToC Topics and subtopics included in a document Min Call to Order Min Old Business BL, PBL Complimentary Close Rpt Parenthetical citations BL, PBL, Mem Copy notation Res References of colleagues and employers Res Education (history) PBL Return Address Res Employment (history) PBL, BL Salutation Rpt Endnotes/footnotes PBL, BL, Mem Subject Line Mem Headings TO, FROM, DATE, SUBJECT Ag Time, topics, and location of a meeting BL, PBL Inside Address Rpt Title page 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 2008 Competency B 3.01 page 190

98 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

99 Software Support Features Notes Student Activity Student Name: Period: Date: Support Tool Purpose and Use Format painter Comments Wizard Template 6411 Computer Applications I 2008 Competency B 3.01 page 192

100 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 Staten Island, NY New York, NY Bronx, NY Notes: 6411 Computer Applications I 2008 Competency B 3.01 page 193

101 Guided Practice: Mail Merge Student Activity Student Name: Period: Date: 3. 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

102 Guided Practice: Mail Merge Student Activity Student Name: Period: Date: 5. 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 Computer Applications I 2008 Competency B 3.01 page 195

103 Guided Practice: Mail Merge Teacher Key GUIDED PRACTICE: MAIL MERGE KEY Red/bold text is merged data. The images do not represent correct margins Computer Applications I 2008 Competency B 3.01 page 196

104 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 Braeswood Ave Bankside St Fallen Oaks Ln. Morgan Hill, CA Morgan Hill, CA Morgan Hill, CA Morgan Hill, CA $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

105 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 Merrimac Dr Hewitt Ave Beck Street Columbus, OH Columbus, OH Columbus, OH Columbus, OH Mysteries of the Universe Search for the Whales Search for the Whales Mysteries of the Universe September 12 7:00 pm September 13 4:00 pm September 13 4:00 pm September 21 7:00 pm 6411 Computer Applications I 2008 Competency B 3.01 page 198

106 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 Computer Applications I 2008 Competency B 3.01 page 199

107 Independent Practice: Mail Merge Teacher Key 6411 Computer Applications I 2008 Competency B 3.01 page 200

108 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

109 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

110 Guided Practice: Software Support Tools Teacher Key GUIDED PRACTICE: SOFTWARE SUPPORT TOOLS KEY 6411 Computer Applications I 2008 Competency B 3.01 page 203

111 Guided Practice: Software Support Tools Teacher Key 6411 Computer Applications I 2008 Competency B 3.01 page 204

112 Independent Practice: Software Support Tools Student Activity Student Name: 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: 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 3. Save and submit according to teacher instructions 6411 Computer Applications I 2008 Competency B 3.01 page 205

113 Independent Practice: Software Support Tools Teacher Key INDEPENDENT PRACTICE: SOFTWARE SUPPORT TOOLS KEY 6411 Computer Applications I 2008 Competency B 3.01 page 206

114 Guided Practice: Templates and Wizards Student Activity Student Name: Period: Date: Templates Wizards GUIDED PRACTICE: TEMPLATES AND WIZARDS 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.) 1. File Menu, New, Task Pane appears 2. Select the résumé wizard. 3. Key according to directions in the wizard Computer Applications I 2008 Competency B 3.01 page 207

115 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 s 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 Phone: (1-800-TRAVELS) Fax: Web site: Computer Applications I 2008 Competency B 3.01 page 208