Thank You for Volunteering and Welcome to Capital One/Junior Achievement Finance Park - Please Sign In and Complete a Volunteer Information Sheet

Thank You for Volunteering and Welcome
                  to
   Capital One/Junior Achievement
             Finance Park

 Please Sign In and Complete a Volunteer
            Information Sheet

Volunteer’s Role Today
•   Provide guidance and assistance to students.
•   Facilitate group activities.
•   Monitor student progress.
•   Distribute and collect necessary materials.
•   Watch for teachable moments.

Sample
  Daily
Schedule

Student Arrival
Upon student arrival we will have you stand in a line
  and assign you a group of students

You will then take your group to your table and give
  them a name tag, life situation sticker, and debit
  card only.

A JA staff member will announce when everyone should
  come back into the park for announcements and
  student log in.

Student Login Screen

Student Login – Screen #2

Volunteer
 Checklist

Please use it!

The Truth Revealed

•Distribute Folders
•Calculate NMI
•Complete Columns 1 and 2 of Budget Worksheet
•Hand out Lucky Cards Only
•Wait for JA to inform you when to come into the Park

Student Folder

Please be
certain students
write name and
account number
on folder.

Student Checklist

The Student Checklist
    should be used
 during the entire day.

NMI
Worksheet
All answers must
be rounded to the
 nearest dollar!

 Check student’s
answers and initial
  when correct.

Guidelines & Actual
Budget Worksheet
 Line 9 from NMI worksheet
      becomes Line 1 on
  Guidelines & Actual Budget
           worksheet.

 Students complete Steps 1
     and 2 by calculating
    percentages to nearest
        dollar amount.

Lucky Chance
     Card
  Account Number 050

  A relative pays you $25
this month to help her with
     her bookkeeping.

   Add $25 to the NMI
      Worksheet.

The Big Search
• Come into the Park
• Ensure students are checking off the option sheets they are
  collecting and printing
• Apply for a loan at the bank as well as pick up savings
  sheet
• Students will write down stock prices (this is for fun and to
  help teach about investing)
• Gather your group of 6 students once all sheets have been
  collected and go back into the classroom area

Student
Checklist
 Collect Option   Print Option
 Sheets from      Sheets from
 these            these
 businesses.      businesses.

Grocery
Option Sheet
Line Number

Multiple Options

Weekly & Monthly
 Totals

Stock
         Price Changes          Stock prices
                              change THREE
10:45 a.m.   Opening Prices   times during the
12:15 p.m.   Midday Prices          day
 1:15 p.m.   Closing Prices

Reminder
• Option sheets can be collected in any
  order
• Students need to take their checklist and
  debit card with them during the Big Search
• Print from businesses in “right-hand”
  column. Pick up from businesses in “left-
  hand” column.

The Budget Puzzle
•   Sit with students at table in classroom area
•   Hand out Unlucky Cards now
•   Have students organize option sheets by line number (located at the
    top right of each page)
•   Once students pick their choice of each, write expense in column 3 of
    the Budget Sheet (Green).
•   Then students will subtract all expense from their NMI
•   Balance must be zero or positive prior to beginning the next phase.

Unlucky Chance Card
• Account Number 043
• You’ve caught a nasty cold
  and go to the doctor.
  Prescriptions cost you
  $25.00
• Add $25.00 to the Actual
  Budget Worksheet

Unlucky
Chance Card

   Recorded
   on line 19

Option Sheets

     Line
   Numbers

Home Improvement
  (& Furniture)
  Option Sheets

   Q: Why are these
   different? A: Credit

Actual Budget
2,764

        Total Amount to be Paid
        - must be less than NMI

          Balance must be 0
              or greater.

The Final Commitment
•Bring your group back into the park
•Student will go to each kiosk to select an option and pay for it (they will pay
for their house, transportation and savings at the bank)
•Once they go to each they will go to check out (an adult MUST check them
out)
•Once they complete check out the student will write a quote, get a crossword
puzzle and then find you.
•Once all your students (6) have completed check out you may take your
group back to your table to clean up the area. You will collect all materials
except their folders and paperwork.

Checkbook
      Register

Can use to help with organization

Students will not be writing
   checks today

Can also complete this during the
  Budget Puzzle

Housing Payment Screen

Housing Payment Screen #2

Philanthropy
• Students are encouraged, but not
  required to make a cash donation.
• Charitable giving also includes time and
  talent as options.
• Students must choose at least one form
  of giving to be recorded at the
  Philanthropy payment computer.

Budget
Review &
Checking
  Out

Closing Activities
• Students clean work area.
• Collect calculators.
• Collect Lucky & Unlucky Chance Cards.
• Students place all paperwork in student
  folders to take back to school.
• Students remain in work area until dismissed
  by a JA Finance park staff member.
• Time permitting, we will debrief with students.

Questions /
Closing Comments

Key Reminders for Volunteers!
Sign in and complete a volunteer registration form-please sign the
   back

Check student NMI and ensure it is correct (answer keys are in the
  back of your binders)

Stay with your group

Collect all calculators & unlucky/lucky chance cards. Students can
   take home their folders

After student dismissal please return to the park to complete a short
   survey and debrief