FINANCIAL LITERACY PROMOTION PROJECT 2015 The purpose of the Fiacial Literacy Promotio Project is to provide a opportuity for the chapter members to demostrate the kowledge ad skills eeded i plaig, orgaizig, implemetig ad evaluatig a campaig to educate chapter members ad the geeral public or a orgaized group about the importace of fiacial literacy. To be fiacially literate, oe must be able to cofidetly read, aalyze, ad maage their persoal fiaces to lead more secure ad satisfyig lives. FINANCE The most basic areas iclude bakig (maagig checkig ad savigs accouts), budgetig, ad settig ad implemetig fiacial goals (short term to retiremet). To set ad obtai fiacial goals, oe must have a workig kowledge of ivestmet istrumets, borrowig, ad isurace. Further, fiacial literacy icludes a uderstadig of employmet beefits, taxes, ad other payroll deductio optios. Maitaiig good credit ca save a idividual a sigificat sum of moey i iterest savigs, isurace premiums, ad may eve affect oe s ability to secure employmet. The Fiacial Literacy Promotio Project is a chapter project that develops the ecoomic ad marketig kowledge ad skills ecessary to be successful i a global ecoomy. After learig the ecoomic priciples associated with fiacial literacy, chapter members will utilize their marketig kowledge ad skills to commuicate the beefits of fiacial literacy to others. The project may begi at ay time after the close of the previous chartered associatio coferece ad ru to the begiig of the ext chartered associatio coferece. The Fiacial Literacy Promotio Project provides a opportuity for chapter members to demostrate their kowledge ad uderstadig of fiacial literacy egage i activity(ies) that clarify ad ehace uderstadig of fiacial literacy pla ad implemet a presetatio or activity(ies) to educate ad promote fiacial literacy to orgaized groups ad/or the geeral public EVENT OVERVIEW 1 to 3 PARTICIPANTS PAGES ALLOWED PRESENTATION TIME The project cosists of two major parts: the writte documet ad a oral presetatio by chapter represetatives. The writte documet will accout for 60 poits ad the oral presetatio will accout for the remaiig 40 of the total 100 poits. This is a project for the etire DECA chapter. Oe to three chapter represetatives may participate i the oral presetatio. All chapter represetatives must preset the project to the judges. Each chapter represetative must respod to questios. The body of the writte etry must be limited to 30 umbered pages, icludig the appedix (if a appedix is attached), but excludig the title page ad the table of cotets. The Writte Evet Statemet of Assuraces must be siged ad submitted with the etry. Do ot iclude it i the page umberig. The chapter represetatives may brig all visual aids to the evet briefig. Oly approved visual aids may be used durig the presetatio. The oral presetatio may be a maximum 15 miutes i legth. The first 10 miutes will iclude a explaatio ad descriptio of the project followed by 5 miutes for the judge s questios. The judge will evaluate the presetatio, focusig o the effectiveess of public speakig ad presetatio skills ad how well the chapter represetatives respod to questios that the judge may ask durig the 5 miutes followig the presetatio. KNOWLEDGE AND SKILLS DEVELOPED Chapter represetatives will demostrate kowledge ad skills eeded to address the compoets of the project as described i the cotet outlie ad evaluatio forms. Participats will also develop may 21 st cetury skills desired by today s employers. 21 st cetury skills are grouped ito broad categories icludig: 80
Commuicatio ad Collaboratio Creativity ad Iovatio Critical Thikig ad Problem Solvig Flexibility ad Adaptability Iformatio Literacy Iitiative ad Self-directio Leadership ad Resposibility Media Literacy Productivity ad Accoutability Social ad Cross-cultural Skills A crosswalk is available at www.deca.org that shows which 21 st cetury skills are developed by participatig i each competitive evet. May Commo Core Stadards for Mathematics ad Eglish Laguage Arts & Literacy are supported by participatio i DECA s competitive evets. Crosswalks are available at www.deca.org that show which commo core stadards are supported by participatig i each competitive evet. FORMAT GUIDELINES FOR THE WRITTEN ENTRY The writte etry must follow these specificatios. Refer also to the Writte Etry Checklist ad the Writte Etry Evaluatio Form. A Writte Evet Statemet of Assuraces must be siged ad submitted with the etry. Do ot iclude it i the page umberig. Title page. The first page of the writte etry is the title page. It must iclude i ay order, but is ot limited to, the followig: FINANCIAL LITERACY PROMOTION PROJECT Title of the Project Name of DECA chapter Name of high school School address City, State/Provice, ZIP/Postal Code Names of chapter represetatives Date The title page will ot be umbered. Table of cotets. The table of cotets should follow the title page. All activities or origial research described i this etry must take place betwee the immediate past Iteratioal Career Developmet Coferece ad the upcomig Chartered Associatio Career Developmet Coferece. The table of cotets may be sigle-spaced ad may be oe or more pages log. The table of cotets page(s) will ot be umbered. CHAPTER TEAM EVENTS Body of the writte etry. The body of the writte etry begis with Sectio I, Executive Summary ad cotiues i the sequece outlied here. The first page of the body is umbered 1 ad all followig pages are umbered i sequece. Page umbers cotiue through the bibliography (required) ad the appedix (optioal). Follow this outlie whe you write your etry. Poits for each sectio are icluded o the Writte Etry Evaluatio Form. Each sectio must be titled, icludig the bibliography ad the appedix. I. EXECUTIVE SUMMARY Oe-page descriptio of the project II. INTRODUCTION A. Descriptio of the local DECA chapter B. Descriptio of the school ad commuity III. MANAGEMENT OF ACTIVITY(IES) TARGETED AT OUTSIDE AUDIENCE A. Purpose of the activity(ies) B. Plaig ad orgaizatio of activity(ies) C. Implemetatio of activity(ies) IV. EVALUATION AND RECOMMENDATIONS A. Evaluatio of campaig B. Recommedatios for additioal ew activity(ies) for future campaigs V. BIBLIOGRAPHY (Cotiued o ext page) 81
VI. APPENDIX A appedix is optioal. Iclude i the appedix ay exhibits appropriate to the writte etry, but ot importat eough to iclude i the body. These might iclude sample questioaires used, letters set ad received, geeral backgroud data, etc. CHECKLIST STANDARDS I additio to followig the outlie provided, whe preparig your writte etry you must observe all of the followig rules. The purpose of these rules is to make competitio as fair as possible amog the participat teams. Refer to the Writte Etry Checklist o page 54 for a complete list of stadards. PRESENTATION GUIDELINES Prior to the presetatio, the judge will evaluate the writte portio of the etry. The major emphasis of the writte etry is o the cotet. Drawigs, illustratios ad graphic presetatios (where allowed) will be judged for clarity, ot artistic value. The chapter represetatives will preset the project to the judge i a 15-miute presetatio worth 40 poits. (See Presetatio Judgig.) The presetatio begis immediately after the itroductio of the chapter represetatives to the judge by the adult assistat. Each chapter represetative must take part i the presetatio. The chapter represetatives will sped ot more tha 10 miutes, at the begiig of the presetatio, focusig o the chapter s campaig to promote fiacial literacy to orgaized groups ad/or the geeral public. Each chapter represetative may brig a copy of the writte etry or ote cards pertaiig to the writte etry ad use as referece durig the presetatio. The judge will sped the remaiig 5 miutes questioig the chapter represetatives o the priciples associated with promotig fiacial literacy. (See Presetatio Evaluatio Form.) Each chapter represetative must respod to at least oe questio posed by the judge. The chapter represetatives may use the followig items durig the oral presetatio: ot more tha three (3) stadard-sized posters ot to exceed 22 1 /2 iches by 30 1 /2 iches each. Participats may use both sides of the posters, but all attachmets must fit withi the poster dimesios. oe (1) stadard-sized presetatio display board ot to exceed 36 1 /2 iches by 48 1 /2 iches. oe (1) desktop flip chart presetatio easel 12 iches by 10 iches (dimesios of the page). oe (1) persoal laptop computer. cell phoes/smartphoes, ipods/mp3 players, ipads/tablets or ay type of a had-held, iformatio sharig device will be allowed i writte evets if applicable to the presetatio. soud, as log as the volume is kept at a coversatioal level. Oly visual aids that ca be easily carried to the presetatio by the actual chapter represetatives will be permitted, ad the chapter represetatives themselves must set up the visuals. No set-up time will be allowed. Chapter represetatives must furish their ow materials ad equipmet. No electrical power or Iteret coectio will be supplied. Materials appropriate to the situatio may be haded to or left with judges i all competitive evets. Items of moetary value may be haded to but may ot be left with judges. Items such as flyers, brochures, pamphlets ad busiess cards may be haded to or left with the judge. No food or driks allowed. If ay of these rules are violated, the adult assistat must be otified by the judge. PRESENTATION JUDGING Chapter represetatives will make a 15-miute presetatio to you. You may refer to the writte etry, or to your otes, durig the presetatio. Durig the first 10 miutes of the presetatio (after itroductios), the chapter represetatives will describe the campaig. Allow the chapter represetatives to complete this portio without iterruptio, uless you are asked to respod. Each chapter represetative must take part i the presetatio. 82
Durig the fial 5 miutes, you may questio the chapter represetatives. You must address at least oe questio to each chapter represetative. To esure fairess, you must ask each chapter represetative or group of chapter represetatives the same questios (based o the Presetatio Evaluatio Form): 1. oe questio about kowledge of fiacial literacy 2. oe questio about kowledge of the importace of fiacial literacy 3. oe questio about the activity(ies) completed These questios should be prepared followig the writte etry evaluatio but before the presetatio begis. After askig the questios idicated, you may ask additioal questios that seem appropriate, based o your otes or o the writte etry itself (to which you may refer durig the presetatio). At the coclusio of the presetatio, thak the chapter represetatives. The complete the Presetatio Evaluatio Form, makig sure to record a score for all categories. Maximum score for the presetatio is 40 poits. CHAPTER TEAM EVENTS (Cotiued o ext page) 83
FINANCIAL LITERACY PROMOTION PROJECT, 2015 WRITTEN ENTRY EVALUATION FORM Participat: Participat: Participat: I.D. Number: Please refer to Format Guidelies for the Writte Etry for a more detailed explaatio of these items. Little/No Value Below Expectatios Meets Expectatios Exceeds Expectatios Judged Score EXECUTIVE SUMMARY 1. Oe-page descriptio of the project 0-1 2-3 4-5 6-7 INTRODUCTION 2. Descriptio of the local DECA chapter ad the school ad commuity 0-1 2-3 4-5 6-7 MANAGEMENT OF ACTIVITY(IES) TARGETED AT OUTSIDE AUDIENCE 3. Purpose of activity(ies) 0-1-2 3-4-5 6 7-8 4. Plaig ad orgaizatio of activity(ies) 0-1-2 3-4-5 6 7-8 5. Implemetatio of activity(ies) 0-1-2 3-4-5 6 7-8 EVALUATION AND RECOMMENDATIONS 6. 7. Evaluatio of campaig activities targeted at the outside audiece Recommedatios for additioal ew activity(ies) for future campaigs 0-1-2 3-4-5 6 7-8 0-1-2 3-4-5 6 7-8 APPEARANCE AND WORD USAGE 8. Professioal layout, eatess, proper grammar, spellig ad word usage 0-1 2-3 4-5 6 Writte Etry Total Poits (maximum 60 poits): Judge: A B C D E F G H I J (circle oe) 84
FINANCIAL LITERACY PROMOTION PROJECT, 2015 ORAL PRESENTATION EVALUATION FORM Participat: Participat: Participat: I.D. Number: Little/No Value Below Expectatios Meets Expectatios Exceeds Expectatios Judged Score PRESENTATION 1. 2. Descriptio of the project; orgaizatio, clarity ad effectiveess of the presetatio ad ivolvemet of all chapter represetatives Descriptio ad value of activity(ies) targeted at outside audieces 0-1 2-3 4-5 6-7 0-1 2-3 4-5 6-7 KNOWLEDGE OF THE CHAPTER REPRESENTATIVES 3. A questio about kowledge of fiacial literacy 0-1 2-3 4-5 6-7 4. A questio about kowledge of the importace of fiacial literacy 0-1 2-3 4-5 6-7 5. A questio about the activity(ies) completed 0-1 2-3 4-5 6-7 GENERAL Professioal stadards (appearace, poise ad cofidece), 6. presetatio techique, effective use of visuals ad participatio of all 0-1 2-3 4 5 Presetatio Total Poits (maximum 40 poits): RECAP: WRITTEN ENTRY (60): CHAPTER TEAM EVENTS PRESENTATION (40): SUBTOTAL (100): LESS PENALTY POINTS: TOTAL SCORE: Judge: A B C D E F G H I J (circle oe) 85
WRITTEN EVENT STATEMENT OF ASSURANCES AND ACADEMIC INTEGRITY, 2015 Research ad report writig are importat elemets of moder busiess activities. Great care must be take to assure that the highest ethical stadards are maitaied by those egagig i research ad report writig. To reiforce the importace of these stadards, all writte etries i DECA s Competitive Evets Program must submit this statemet as part of the etry. The statemet must be siged by the DECA member(s) ad the chapter advisor. I uderstad the followig requiremets are set forth by DECA Ic. for all Competitive Evet etries cotaiig a writte compoet. These requiremets are additioal to the geeral rules ad regulatios published by DECA Ic. By sigig this statemet, I certify that all are true ad accurate as they relate to this etry. 1. The cotets of this etry are the results of my work or, i the case of a team project, the work of curret members of this DECA chapter. 2. No part of this etry has previously bee etered i competitio. 3. This etry has ot bee submitted i aother DECA competitive evet. 4. Credit for all secodary research has bee give to the origial author through the project s bibliography, foototes or edotes. 5. All activities or origial research procedures described i this etry are accurate depictios of my efforts or, i the case of team projects, the efforts of my team. 6. All activities or origial research described i this etry took place durig this school year or the timelie specified i the Evet Guidelies. 7. I uderstad that DECA has the right to publish all or part of this etry. Should DECA elect to publish the etire etry, I will receive a hoorarium from DECA. Chapters or idividuals with exteuatig circumstaces may appeal the right to publish the etry to the executive committee of the board of directors prior to submissio of the project for competitio. This statemet of assuraces must be siged by all participats ad the chapter advisor, ad submitted with the etry, or the etry will be give 15 pealty poits. Participat s Sigature _ Participat s Sigature Participat s Sigature Prit/Type Participat Name(s) Competitive Evet Name School Chartered Associatio (State/Provice) To the best of my kowledge, I verify that the above statemets are true ad that the studet s (studets ) work does ot costitute plagiarism. Chapter Advisor s Name Chapter Advisor s Sigature Chapter Advisor s Email Hole puch ad place i frot of the writte etry. Do ot cout as a page. PROJECT ORIGINALITY I may writte evets, chapters have settled o a strategy that uses the same well-developed projects year after year. Succeedig chapter teams ofte take the previous year s successful project ad seek to improve it. If that strategy works i achievig a chapter s goals ad the experiece teaches the priciples of DECA, the strategy serves the chapter, the commuity ad DECA well. Chapters submittig etries for chapter team evets, however, should be challeged to do more tha update the previous year s writte project. Project committees should avoid eve reviewig the previous year s etry. Judges (whose assigmet is to evaluate a project accordig to established guidelies) will be impressed by the origiality of a chapter s project. Plagiarism of projects judged previously will automatically disqualify a chapter from competitio ad eligibility for awards. 55
WRITTEN ENTRY CHECKLIST, 2015 Evet: Participat: Participat: Participat: I.D. Number: Please refer to Format Guidelies for the Writte Etry for a more detailed explaatio of these items. Pealty Poits Page Checked Assessed No. 1. The Writte Evet Statemet of Assuraces must be siged ad submitted with the etry. 15 2. Etries submitted i a official DECA writte evet folio. Folios are available from DECA Images (FOLIO). No markigs, tape or other material should be attached to the folio. Oe photocopy or the origial typed documet must be submitted. Participats may keep a copy for use i the presetatio. 5 3. Sheet protectors may ot be used. 5 4. Limited to the umber of pages specified i the guidelies (plus the title page ad the table of cotets). 5 (per page) 5. All pages are umbered i sequece startig with the executive summary ad edig with the fial page of the appedix. Do ot use separate sheets betwee sectios or as title pages for sectios. 5 6. Major cotet must be at least double-spaced (ot space-ad-a-half). Title page, table of cotets, executive summary, bibliography, appedix, foototes, log quotes (more tha three typed lies), material i tables, figures, exhibits, lists, headigs, sample letters, forms, etc., may be sigle-spaced. 5 7. Etry must be typed/word processed. Hadwritte correctios will be pealized. Charts ad graphs may be hadwritte. 5 8. Paper is 8 1 /2 iches x 11 iches. No fold-outs, attachmets or tabs used. 5 9. The writte etry follows the format guidelies. Additioal subsectios are permitted i the body of the writte etry. 5 Total Pealty Poits Assessed A check idicates that the item has bee examied. A circled umber idicates that a ifractio has bee oted. A page umber idicates the locatio of the ifractio. 54