Launch: The Investor Question
To launch the unit with urgency around the founder problem and establish the three-statement scoreboard before formal instruction begins.
- ▶Explain why one financial statement alone is not enough to evaluate a business
- ▶Identify the three-statement scoreboard: profit, solvency, and cash
- ▶Describe how business events affect the financial story across statements
- ▶Recognize the need for standardized financial communication with investors and lenders
This lesson follows a structured 6-phase learning model designed for authentic project-based learning.
Hook
Engage students with compelling opening scenario related to Financial Statement Detective Work
Introduction
Introduce the unit challenge and establish learning goals and success criteria
Guided Practice
Collaborative practice applying Income Statement construction from journal entry data with scaffolded support
Independent Practice
Practice Income Statement construction from journal entry data independently with minimal teacher support
Assessment
Demonstrate understanding through formative assessment and peer evaluation
Closing
Preview upcoming learning sequence and build anticipation for next steps