Math for Business Operations

Applied Accounting with Excel

UNIT02 - Lesson 9

PBL Milestone 2: Prototype + Rehearsal

60 minutes
Lesson Overview

Lesson Focus

Working prototype, validations passing, documented tests; rehearsal and peer feedback

Key Unit Objectives

Enduring Understandings:

  • Automation reduces human error and increases efficiency in financial processes
  • GAAP compliance requires systematic tracking of accruals, deferrals, and adjusting entries
  • User interface design determines the usability and adoption of financial tools
  • Time savings through automation creates competitive advantage for businesses

Lesson Activities

Activity 1: Prototype Build Sprint
30 minutes

Implement excelSkillFocus and run tests on the dataset

Details:

  • XLOOKUP mapping + SWITCH/IFS routing
  • Data validation and error flags
  • Record test scenarios and results
Activity 2: Rehearsal (Round 1)
15 minutes

4–5 minute demo practice per team

Details:

  • Storyline: problem → approach → results → decision
  • Timing: hit 4–5 minutes
  • Rubric alignment called out explicitly
Activity 3: Peer Critique & Iteration
15 minutes

Collect feedback and revise

Details:

  • PeerCritiqueForm categories map to rubric
  • Update change notes and next steps
Required Materials
  • Milestone 2 checklist
  • Peer critique forms
  • Test summary template (scenarios/results)
Differentiation Strategies

For Struggling Students

  • • Step-by-Step Macro Guides: Visual walkthroughs for macro recorder usage
  • • Pre-built Templates: Partial VBA code with clear modification instructions
  • • Simplified Scenarios: Focus on one adjusting entry type before expanding
  • • Peer Support: Pair with students strong in Excel automation skills

For Advanced Students

  • • Advanced VBA Functions: Error handling routines and user input validation
  • • Cross-Sheet Integration: Link multiple workbooks for comprehensive systems
  • • Custom Functions: Write UDF (User Defined Functions) for complex calculations
  • • Mentoring Role: Support other teams with technical troubleshooting

For English Language Learners

  • • Visual Interface Design: Use icons and graphics to supplement text instructions
  • • Technical Vocabulary Support: Accounting and Excel terms with visual definitions
  • • Collaborative Documentation: Partner with native speakers for user instruction writing
  • • Multiple Demonstration Formats: Video tutorials with visual emphasis over verbal explanation