VOLUNTEER TRAINING GUIDE Please Note: This presentation and training packet is intended to be an overview of the JA BizTown program for new volunteers. For more volunteer information including: student job descriptions and staff meeting scripts please visit our website. www.jaum.org JA BizTown Contact Person Director of Capstone Programs, Jennifer Baldwin 651.255.0037 jennifer@jaum.org Junior Achievement of the Upper Midwest 1800 White Bear Avenue, Maplewood, MN 55109 651-255-0055 Phone, 651-255-0460 Fax
Junior Achievement Organizational Overview Junior Achievement (JA) was founded nationally in 1919 for the purpose of educating and inspiring high school students to value free enterprise, business and economics; JA was offered locally in 1949. Today, JA teaches students K-12 about workforce preparedness, entrepreneurship and financial literacy. JA Mission: To Inspire and prepare young people to succeed in the global economy JA in Action: Junior Achievement connects kids with business people, so kids can get a hands-on, realworld experience in how to make and manage money in this global economy. In return, JA lets businesses connect with kids, gives employees leadership opportunities that help prepare kids for a future in business, and brings teams together through volunteering. About the Volunteers: More than 7,000 JA classroom volunteers teach 110,000+ students throughout the Upper Midwest. They come from all walks of life, including business people, college students, retirees, teachers, parents and even some high school students. These dedicated individuals are the backbone of our organization. Regional Impact 130,000 students; 50 percent within the Twin Cities metro Minnesota, North Dakota & western Wisconsin 500 Schools 4,485 Classrooms; 85 percent elementary 7,000+ Community Volunteers JA Programs K-12 7 key content areas: business, citizenship, economics, entrepreneurship, ethics/character, financial literacy, and career development. Includes three JA Capstone programs [JA BizTown, JA Finance Park, JA Titan] where we take the theory of classroom-based economic curriculum and apply it in a simulated real world environment. Proven Impact JA is one of a few global non-profits to use independent, third-party evaluators to gauge the impact of its programs. Findings prove that JA has a positive impact. For example: JA middle school students were significantly more likely to aspire toward college when they reached high school and they were more likely to hold higher career aspirations. Most JA High School students worked at least part-time during the school year, whereas only about one-quarter of students in general worked during the academic year. JA students were more likely to enter college immediately after high school. The more JA programs students participated in (elementary and secondary), the more likely they were to participate in entrepreneurial activities after leaving high school. JA Worldwide 2007 Page 2
ROLE OF THE VOLUNTEER IMPORTANT POINTS TO REMEMBER Provide guidance and assistance to students. Conduct scheduled staff meetings. Please use and follow the directions as given in the Volunteer Manual. All directions in the Volunteer Manual, written in script, can be read word for word to students. Be certain break and lunch schedules are followed. Remind students to eat quickly during their second break, as this is their final shopping time also. LOCATION OF IMPORTANT INFORMATION Emergency information is located in the back of the Volunteer Manual. Review this information with the students. Complete student job responsibilities are found on the Student Simulation Clipboards. Try to read each job description before students arrive to have an understanding of what each will be doing. Unanswerable questions or concerns should be referred to a JA BizTown staff member. PERSONAL INFORMATION Your breaks may be scheduled according to need. Your lunch may be taken during the students second break period also. We do ask that you allow students to be seated at the Café tables first and you eat as tables become available. Student lunch time is limited. Please wear your nametag. At the end of the day, return the Volunteer Manuals and Student Simulation Clipboards to where you found them at the beginning of the day. This is a smoke-free facility. Please do not smoke on the property. STUDENT EXPECTATIONS Students must remain inside the JA BizTown area for the entire day. Food and drinks must remain in the eating area. No gum or candy is allowed in JA BizTown. JA Worldwide 2007 Page 3
FAQ s Volunteer Training When should I arrive at JA BizTown? Volunteer training begins 1 hour before students are scheduled to arrive. How long will I be at JA BizTown? You will be at JA BizTown about 5 hours and 30 minuets: 4 hours and 30 minutes with students and 1 hour prior to students arrival. What should I wear as a volunteer? Wear comfortable clothes and shoes. You may be sitting on the floor with students and on your feet much of the day. Can I take pictures at JA BizTown? You may take pictures if: - you concentrate on your child only. - you don t plan on publishing the pictures. If my child came on a bus, may I take him/her home with me in the car? You may not take your child home with you unless previous arrangements have been made with your child s teacher and the school. JA Worldwide 2007 Page 4
Sample Daily Schedule 15 Minutes Student Welcome/Orientation 45 Minutes Business Start-Up Staff meeting Business supplies purchased from Supply and Delivery Center Students read/review job responsibilities Reciting of Pledge of Allegiance Business loans processed at bank Price-setting Production of products and services begins 15 Minutes Opening Town Meeting Introduction of Mayor and his/her speech highlighting importance of voting and Citizen of the Day Awards Retail and manufacturing CEOs present brief description of products 60 Minutes Employee Work/Break Rotations (three sessions/20 minutes each) First employee bank deposit Employee opens savings account Retail businesses open for sales Employees begin to shop 10 Minutes Uninterrupted Staff Meeting (at each business) 90 Minutes Employee Work/Break Rotations (three sessions/30 minutes each) Second employee bank deposit Employee lunch session Employee shopping continues 10 Minutes Business Clean-Up Business restored to original set-up Remaining inventory organized Students prepare for final staff meeting 10 Minutes Final Staff Meeting (at each business) Volunteers review observations/learning opportunities of day 15 Minutes Closing Town Meeting Mayor speaks Citizen of the Day Awards presented Voting results reported End-of-Day Reports: various businesses report pertinent information Mayor thanks volunteers, etc. JA Worldwide 2007 Page 5
I. Start-up Time a. Business start-up time is 45 minutes long. b. A portion of this start-up time is uninterrupted. c. Pull students together into a small group for a business meeting. d. The CFO should begin his/her job earlier than anyone else in the business as some checks must be printed before the first break. e. A $7.00 check is taken to the Supply and Delivery Center to purchase supplies during this start-up time. f. Locate the BizPrep Envelope containing the many forms prepared at school. g. All employees should have their checkbook during start-up time. h. The Pledge of Allegiance will signal the conclusion of the uninterrupted start-up time. II. Product Pricing a. The most popular items should be priced the highest. b. Nothing should ever be priced under $1.00 c. Use the JA BizTown Pricing Worksheet to help set prices. The goal of the day is to pay back the loan to the bank and to make a profit. d. Students should never lower prices without the volunteer s approval. e. Each business will be taking out a loan from the bank. Products should be priced so that the students are able to successfully pay off their bank loan. (Suggested prices $3.00 5.00 per item). III. Breaks a. Breaks are 20 and 30 minutes long. b. Students go to the bank during each break to make a checking account deposit. c. Students and adults should eat lunch during second break. d. Students must manage their time while out on break. e. Students should write checks and purchase items during their breaks to help ensure that the businesses earn a profit. f. Employees must never leave the business unattended. JA Worldwide 2007 Page 6
IV. Personal Checks, Deposit Tickets, and Checkbook Registers a. Be certain all checkbooks contain the student s account number on the front of each check and on each deposit ticket in the lower right-hand corner. b. Be certain the student's name is written on each check and each deposit ticket in the upper left-hand corner. c. Three things must be done before a student enters the bank to make a deposit. 1. The payroll check must be endorsed before a student goes to the Teller to make the deposit. 2. The deposit ticket must be filled out with no more than $ 2.00 cash subtracted from the deposit. 3. The check register must be completed with the net deposit amount from the deposit ticket. d. The beginning balance of the student's checkbook register should be $0.00. e. Personal check and deposit amounts should be written in 2 places on the register. f. During the first break, a check for $1.50 must be presented to the Savings Officer to open a savings account and $1.50 subtracted from each student s balance. Deposit Ticket Checkbook Register JA Worldwide 2007 Page 7
V. Staff Meetings a. There are 3 staff meetings during the day. b. The first staff meeting is during business start time. c. The second staff meeting is at the end of the first set of breaks. d. The third staff meeting is at the end of the second set of breaks. e. Review all student checkbook registers carefully. f. Students must also complete the next deposit ticket during staff meeting time. g. During the first staff meeting, be certain the students have written a check to the Bank for $1.50 savings and have recorded it on their checkbook register. They should have also subtracted $1.50 from their checkbook register balance. h. During the second staff meeting, be certain students went to the Savings Officer and opened a savings account. JA Worldwide 2007 Page 8
SAMPLE BUSINESS COSTS SHEET Bank Business Costs Volunteer Training SALARIES # Pay Total Student Name Account # Salary Periods Salary CEO $9.00 X 2 = CFO $8.50 X 2 = File Clerk 1 $8.00 X 2 = File Clerk 2 $8.00 X 2 = Teller 1 $8.00 X 2 = Teller 2 $8.00 X 2 = Teller 3 $8.00 X 2 = Teller 4 $8.00 X 2 = Teller 5 $8.00 X 2 = Teller 6 $8.00 X 2 = Savings Officer 1 $8.00 X 2 = Savings Officer 2 $8.00 X 2 = Total of All Salaries $ OPERATING COSTS Taxes Pay to City Hall $5.00 Adverstising Pay to Newspaper and Radio $8.00 Non-Profit Donation Pay to City Hall $2.00 Attorney Fees Pay to City Hall $2.00 Rent Pay to Property Management Company $8.00 Recycling Pay to City Hall $2.00 Supplies Pay to Supply and Delivery Center $7.00 Health Vouchers Pay to Wellness Center $2.00 Web Design Pay to Business Service Center $4.00 Electric Bill Pay to Property Management Company $5.00 Total Operating Costs $ Total Business Costs (Salaries plus operating costs. Enter this amount in the computer.) $ JA Worldwide 2007 Page 9
JA BizTown Pricing Worksheet Most items should be priced from $3.00 5.00 Scarce items can be priced even higher Nothing should be priced below $1.00 Prices may not be lowered without JA staff or your volunteer s approval. Business: International Shop Loan Amount: $130.00 Item to be sold Quantity Customer Price Potential Revenue Ceramic Tiles 4 $5.00 $20.00 Chinese Lanterns 6 $3.00 $18.00 Boomerangs 6 $5.00 $30.00 Hello Bookmarks 4 $3.00 $12.00 Mardi Gras 6 $5.00 $30.00 Masks Worry Dolls 3 $4.00 $12.00 Lucky Hands 3 $3.00 $ 9.00 Quilt Name Plate 6 $3.00 $18.00 Total Potential Revenue: $149.00 JA Worldwide 2007 Page 10