Session 3: Financial Planning for Janella (Part Two

SESSION OVERVIEW

Students will work in their teams to review their research and discuss their findings. The students will begin to voice their opinions and ideas about decisions the companies have made and each company’s prospects for the future. They will also begin to understand how it is to work with a • Gig Economy • Market Share

group with perhaps clashing personalities or strong opinions. They will have to learn to navigate these kinds of situations in their future careers.

SESSION PLAN

Take Weekly Attendance

Take weekly attendance via Survey Monkey as students enter the classroom. Welcome the students and make sure any new volunteers introduce themselves. (2 minutes)

Review learning objectives and Key Terms

Briefly go over the learning objectives and key terms in the student

workbook. Have the students read these out loud. For the key terms that are difficult to understand, explain these in more detail to students and provide examples if possible. (5 minutes)

3.

Pull up Yahoo! Finance

If accessible, use classroom technology to pull up Yahoo! Finance and display on a screen. If not, print this out ahead of time showing AMZN, NFLX, CLX, and IBB or have students pull up their Yahoo! Finance portfolios on their phones. Review the portfolio performance (AMZN,

KEY TERMS FOR SESSION 3

• Capital Expenditure • Market Capitalization CLX, NFLX, and IBB) over the past week. (5 minutes)

• Net Margin (or Profit Margin) • Net Profit • Revenue

Before you begin, please be sure you have the following:

Have the classroom’s wifi

network name and password

on the board before class begins

Survey Monkey attendance link can be found at: surveymonkey.com/

4.

Review and explain the two Apple stock data examples: Apple Stock Chart and Apple Balance Sheet.

Introduce students to what a stock chart is and what a balance sheet is. You will not need to deep dive into both of these, but explain what the different parts of each are and pull out the important parts students will be looking for in their own stock analyses.

Please remember to take a few photos of the students and/ or volunteers during the sessions and send to:

Continue Working on Their Case Studies

Have the students split into their teams and then have a class discussion about any questions they have as groups. These should be kept to questions that might be useful to all of the groups. If a group has a specific question pertaining to their group they can wait until after the group discussion to have a volunteer help them in their small group. If you feel that the groups need more guidance with their case studies, split the class into two groups: one group for Walmart vs. Target and one for Amazon vs. Shopify. You can discuss the articles or data and support students where they need it the most. (15-20 minutes)

After the group discussion, students should continue working on their case studies in their groups. Volunteers should walk around and take turns checking in with groups and sitting in on their discussions. Sometimes students don’t know what questions to ask or may feel shy asking. Also, volunteers may be able to point out something the students haven’t thought about or offer some expert advice on these financial conclusions they are making.

Volunteers can also aid students in looking up current articles or current data. Our curriculum is printed in June/July so we fully support students wanting to look up and use current research/data for their projects. We have provided these resources in case they don’t have easy access to the internet.

Presentation and Research

Before dismissing, ask the students to determine at least one person in each group who can bring a laptop or tablet to the next session in order to create the group’s presentation. Also encourage students to conduct some online research prior to the next session to determine if there is any new information available in the news and markets about either company. Explain how quickly things can change in the stock market.

AFTER SESSION 3: Important Activities Before Session 4

During the week ahead, spend some time exploring the following activities before returning for Session 4. 1. Complete any activities or read any articles you weren’t able to finish in Session 3.

2. Thoroughly review and get to know the key terms. We want students to remember these long after RTSWS is over and all students will be taking a post-assessment in Session 5 to see how much they’ve learned. So make sure they study these!

3. If you haven’t yet, connect with us on social media! We post current articles, internship and job shadowing opportunities, and even highlight our students and community publicly.