Build First Automation Layer
Students must build their first automation layer before any wizard polish. This lesson replaces the most painful manual step—running the close checklist—with a clickable button that executes the sequence in order. Students learn named ranges, input areas, and macro triggers as the foundation for everything that follows.
- ▶Explain which manual month-end step the automation replaces
- ▶Build named ranges and input areas that feed calculation blocks
- ▶Create a button-triggered macro flow that runs the close checklist
- ▶Add verification checkpoints to prove the automation ran correctly
This lesson follows a structured 6-phase learning model designed for authentic project-based learning.
Hook
Business scenario where manual close speed matters—make automation feel necessary
Introduction
Named ranges, input areas, buttons, and macro trigger flow explained directly
Guided Practice
Simulator mirroring real workbook logic with immediate feedback
Independent Practice
Build the real automation artifact with verification checkpoints and Definition of Done
Assessment
Technical check plus artifact task: defend the automation's trustworthiness
Closing
What the tool added, what students can now do faster, preview next layer