Math for Business Operations

Applied Accounting with Excel

UNIT01 - Lesson 10

PBL Milestone 3: Presentations + Peer Review

40 minutes presentations + 5 minutes wrap
Lesson Overview

Lesson Focus

Final presentations to authentic audience; rubric-aligned peer reviews; reflection

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: Presentation Flow & Timeboxing
40 minutes

5 min setup; Six groups × ~5 min each; 5 min wrap

Details:

  • Order: g1 → g2 → g3 → g4 → g5 → g6
  • 4–5 minutes per team + brief Q&A
  • Audience completes PeerCritiqueForm by rubric category
Standard Rubric (weights)

Technical Accuracy 50%, Strategic Rationale 20%, Communication & Clarity 15%, Time Management 10%, Q&A 5%

  • Map feedback to the five rubric categories
  • Use concise, professional comments
  • Note specific Excel strengths and business insights
Activity 2: Unit Reflection & Learning Analysis
5 minutes

Students reflect and log takeaways + next steps

Details:

  • Post-presentation reflection journal
  • Personal improvements to carry into Unit 2
  • Confirm final files and slide links are submitted
Activity 3: Portfolio Addition & Closure
5 minutes

Document learning achievements and prepare for next unit

Details:

  • Add final workbook and slides to portfolio
  • Celebrate team achievements and acknowledge growth
  • Preview Unit 2: Month‑end processes and automation
Required Materials
  • PeerCritiqueForm rubric reference
  • Presentation timing sheet (4–5 minutes)
  • Submission checklist: final workbook + slides + peer reviews
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