Middle School Business Excel Spreadsheets

The financial literacy project will help the students to gain financial knowledge and learn money management skills. This personal finance budgeting spreadsheet is perfect for middle school and high school students to develop financial planning skills and achieve their financial goals. This project will encourage the students to take right decision regarding their finances and promotes critical thinking. The Excel personal finance template is a great tool for students to organize their monthly bills. With the help of this budget template they will know where the money is going.

There are 17 tabs in this template which includes:

Instructions on how to use the template

Monthly budget- 12 months

Income Tracker

Expense Tracker

Bill Tracker

YTD Summary

This template is easy to use & all calculations are done for you.

How it works:

You will need Excel to use this template. Make sure you have it on your computer.

Instructions are provided on how to use the template.

Just save this template on your computer. Do not touch the formulas or delete any cells.

You can reach me if you have any questions.

This is an instant digital download. No product will be sent to you.

REFUNDS

Due to the nature of the product, refunds are not accepted. If you have any issues with your purchase please contact me.

You cannot share or resell these files in any way. These are for personal use only.

In this project based learning unit, students learn about hospitality careers as they work together with their team of “Event Planners” to plan a party or wedding. They research costs, utilizing a budget they create in MS Excel (or Google Sheets). Together they determine how they will divide the work of planning the event, creating an invitation and a menu (MS Word or Publisher or Google Docs/Slides). Finally, they research a career of choice and compile their information in MS PowerPoint or Google Slides.

This lesson is great for distance learning/remote learning. You can upload it to your school's learning management system (Google Classroom, Edmodo, Canvas, etc.) or share with students via Google Drive.

Included with this Lesson

• Unit Overview & Teacher Resources

• Event Planning Project Expectations and Grading Information (4 self paced projects, taking a total of approximately 6-7 class periods of 55 minutes each)

• Group Planning Sheet

• Research/Reference Planning Sheet

• Budget Project Sample

• Invitation Project Sample

• Menu Project Sample

• Career Project (PowerPoint) Sample

Related Products
⭐ Exploring Careers: Hospitality & Tourism
⭐ Real World Math - How Math is Used in Hospitality Careers

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Give middle school students a chance to learn more about careers and business as they work with a team to create their own teen business!

This unit focuses on students exploring many of the aspects of creating their own business and introduces some of the day-to-day requirements of that business. Students choose a business with their team, prepare a business plan, advertising materials and a budget and finally reflect on their learning utilizing a variety of MS Office products or Google Products, and a choice of a variety of free Web 2.0 tools such as Audacity, Paint, Canva, Adobe Express and others specified in each section of the lesson. Students can choose from available software options, or the teacher can specify which software they should use for each project.

Files Included with this Lesson (all fully editable)

· Teacher & Student Resources

· Overview of the Unit for Teachers & Students

· Project Planning and Grading Sheet – Teacher

· Project Planning Sheet – Students

· Team Sign Up Sheet

· Student Expectations and Grading Rubrics for:

o Business Plan

o Logo

o Business card/letterhead

o Tri-fold Brochure

o Budget

o Sales Presentation

o Advertising (print and audio/video)

o Reflection Essay

· Sample Budget project (MS Excel)

· Quick Start Guide - Audacity

· Quick Start Guide - Canva

I've used this with 7th and 8th graders and they love having a chance to think about turning one of their passions into an actual money-making business.

Related Products
⭐ Famous Entrepreneurs and Their Impact on Society - Research & PowerPoint Project
⭐ Exploring Careers: Business, Management & Administration
⭐ Real World Math - How Math is Used in Business, Management & Admin. Careers

Remember to leave feedback for credits on future purchases!

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