Math for Business Operations

Applied Accounting with Excel

UNIT01 - Lesson 9

PBL Milestone 2: Prototype + Rehearsal

60 minutes (+20 min peer feedback)
Lesson Overview

Lesson Focus

Working prototype, validation tests, and structured rehearsal

Key Unit Objectives

Enduring Understandings:

  • Accurate financial records are the foundation of business credibility and investor confidence
  • The accounting equation (Assets = Liabilities + Equity) governs all business transactions
  • Self-auditing systems prevent errors and build stakeholder trust through automation
  • Professional presentation of financial data communicates business competence

Lesson Activities

Activity 1: Prototype Check
20 minutes

Verify core features on real data

Details:

  • Tables, SUMIF/SUMIFS, and trial-balance checks working
  • Data validation prevents common entry errors
  • Document test scenarios and outcomes
Activity 2: Rehearsal (Timeboxed)
20 minutes

Practice story + demo within 4–5 minutes

Details:

  • Problem → solution → live demo flow
  • Assign speaking roles and transitions
  • Anticipate investor questions
Activity 3: Peer Feedback (Structured)
20 minutes

Use PeerCritiqueForm to capture feedback by rubric category

Details:

  • Collect strengths, improvements, Excel skills, business insight, delivery
  • Summarize changes to make before Day 10
  • Reconfirm dataset reuse (g1–g6) for consistency
Required Materials
  • Group datasets: /resources/unit01-pbl-smart-ledger-g1..g6.csv
  • Prototype test checklist
  • PeerCritiqueForm rubric reference
Differentiation Strategies

For Struggling Students

  • • Scaffolded Formulas: Provide partial SUMIF syntax templates
  • • Step-by-Step Guides: Visual walkthroughs for each Excel skill
  • • Peer Tutoring: Pair with students strong in Excel
  • • Alternative Assessment: Oral explanation option for presentations

For Advanced Students

  • • Extension Challenges: Dynamic dropdowns for account selection
  • • Peer Teaching: Support struggling classmates
  • • Advanced Features: Explore pivot tables or basic VBA
  • • Leadership Roles: Facilitate team discussions and planning

For English Language Learners

  • • Vocabulary Support: Business terms glossary with visuals
  • • Translation Tools: Key concepts in home language
  • • Visual Aids: Infographics and flowcharts for processes
  • • Collaborative Support: Mixed-language team structures