Dollars with Sense Volunteer Training “What I liked about the JA program was the volunteers teaching us to plan towards the future!” –Student, Grade 4 93% of volunteers would volunteer with JA again 95% of teachers indicated that JA programs are relevant to today’s youth “Company volunteers were awesome! They made excellent connections between personal experiences and the subject matter” –Teacher The average debt per Canadian consumer is $25,000 –TransUnion, June 2011 In Canada, JA reaches over 230,000 students with over 1.4 million hours of instructional hours annually from over 13,000 dedicated business mentors in over 400 communities across Canada

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

JA WORLDWIDE: 117 countries around the world JACAN: 15 charters across Canada JASA: 18,000 students annually with 1,000 dedicated business volunteers

Welcome & Introductions Roles and Conduct Student Characteristics Teaching Tips and Classroom Management Program Goals Four Lessons – Learning Outcomes and Activities Preparation & Expectations Wrapping Up The Learning Experience Agenda

Training Objectives Understand Role Understand Learning Outcomes Tips & Tricks Program Delivery Logistics Post- Delivery

Roles – Teacher or Volunteer? Establishes classroom rules and procedures A role model Maintains order and discipline An experienced resource Provides feedback Introduces you to the students A facilitator A motivator Supports your efforts

As the Volunteer you are: A role model An experienced resource A facilitator A motivator The Teacher: Establishes classroom rules and procedures Maintains order and discipline Supports your efforts Introduces you to the students JA Volunteer Role

Dress appropriately (business casual) Use appropriate language Value and respect diversity Never meet with the students on your own Avoid physical contact Uphold laws Do not use the experience to sell, endorse or solicit business from students, their parents, teachers or other volunteers unless this contact is first initiated by them. JA Volunteer Conduct

Walk the line! How do you feel about public speaking in a classroom? 10

When you were a young adolescent… 1. How did you and your peers react to a guest in the classroom? 2. What would you do as a presenter to combat these challenges? Student Characteristics

Most Students are integrated into regular classroom settings. Teaching Aide Student buddy Extra teacher attention Knowledge and Employability (K & E) Class: Students who have history of learning difficulty in the regular program Standardized testing scores are below 25 th percentile Students are usually at least two grade levels behind in reading and math Students with Special Needs – Student Profiles

Program Goal To encourage Middle School aged youth to develop the financial literacy necessary to make informed decisions about their financial futures.

Program guides (2) Student Workbooks (30) Pizza Party Menus Investors Games (6) MONEY BINGO Games Tent Name Cards (30) Certificates of Accomplishment (30) Parent Letters (30) Program Materials Agenda for the Day Teaching Tips and Ice Breakers Pens and Markers Poster Paper Barter Activity Cards JA Dollars

Page 5 Introductions Energizers (10 minutes) Lesson 1 Let’s Talk Money What Would You Do? You and Your Money Exploring Methods of Payment Discussion (40 Mins) Lesson 2 Be a SMART Shopper Why do we Buy the Things we buy? Are You a SMART Consumer? Discussion (40 Mins) Lesson 3 Look After Your Money Think About Goals A Project Budget Discussion (45 Mins) Lesson 4 Make Your Money Work Become Investment Wise Personal Investment Choices Investors Game Discussion (55 Mins) Wrap Up Money Bingo Discussions Program Overview

Group Work – Lessons What are the goals of this lesson? 2.Read the lesson and activities and answer these questions: –Which extended activity do you prefer if there is time? –What do you feel will be most difficult for students? –How can you make it interactive to better engage students? 3. Review slides that correspond to your lesson, how will you use them? 4.Choose one person to present to the other groups (you will be using the student powerpoint)

Introduce yourself Set the tone and ground rules Give students an idea of what the schedule is like (breaks, activities, etc.) ENERGIZE the class with Icebreakers Hand out the table tents and the student work book Introduction to the Program

Students will Develop a money management self-profile. Describe the advantages and disadvantages of barter and money exchange systems. Choose appropriate forms of exchange for making purchases and payments. Core Activities What Would You Do? You and Your Money Exploring Methods of Payment Discussion Lesson 1 – Lets Talk Money Extended Activities Trade Vs Money How do I pay?

Students will: Determine factors that influence their spending. Identify steps in being a SMART consumer. Demonstrate how to make SMART decisions. Calculate the cost of credit. Develop awareness about consumer rights and responsibilities. Core Activities Why do we buy the things we buy? Are you a SMART consumer? Discussion Lesson 2 – Be a SMART Shopper Extended Activities Make SMART consumer Decisions Don’t Pay for a Year! Know Your Consumer Rights

Students will Identify needs, wants, and financial goals. Prepare a project budget. Differentiate services offered by financial institutions. Demonstrate how to write a cheque. Identify types of fraud and how to protect themselves from fraud. Key Activities Think about goals A project budget Discussion Lesson 3 – Look After Your Money Extended Activities Shop for Financial Services Know about Cheques (& game) Look Out for Fraud

Students will List different ways to invest money. Define some investment terms. Identify the advantages and disadvantages of various investments Identify the sources of information available to help them make informed investment decisions Key Activities Become Investment Wise Personal Investment Choices Investors Game Discussion Lesson 4 – Make Your Money Work Extended Activities Investment Promotion

Money BINGO – use powerpoint version like Jeopardy – as a whole group, small groups, 2 sides, etc. or use game as in traditional bingo, individually, pairs or small groups Use this opportunity to get student feedback What did you learn? What are some of the things that you enjoyed? What are your suggestions for improving the program? Share your observations, thank the participants Handout the Certificates of Accomplishment and parent letters Wrap Up

Register online as a volunteer, for both new and returning volunteers Receive school information 2 weeks prior Inform your employer in advance of your absence Review the program materials, prepare lessons, and work through activities Connect with your partner Collect any extra resources to be used during delivery Think of personal experiences to share What to do: Before the presentation

Arrive at school as scheduled Sign in at the office Enjoy coffee & water in the staff room Sign your parent letters Introduce yourself to the teacher Give the teacher certificates to write names in Discuss any last minute questions/concerns with teacher Check to see if PowerPoint is ready What to do: Day of Delivery

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

Final Notes Questions? Concerns? Ideas on classroom management –review and rank

You Make A Difference! Thank You For Volunteering With Junior Achievement!