Math for Business Operations

Applied Accounting with Excel

UNIT02 - Lesson 10

PBL Milestone 3: Presentations + Peer Review

45 minutes
Lesson Overview

Lesson Focus

Final demo delivery with rubric‑aligned evaluation and reflection

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: Setup & Flow
5 minutes

Presenter order and rubric reminder

Details:

  • Timeboxing: Six groups × ~5 minutes; 5‑minute wrap
  • Rubric weights: Technical 50, Rationale 20, Clarity 15, Time 10, Q&A 5
Activity 2: Group Presentations
35 minutes

Demo + quick Q&A for each team

Details:

  • Show end‑to‑end automation and dashboard
  • Connect results to a business decision; address risks
  • Audience submits PeerCritiqueForm feedback
Activity 3: Wrap & Reflection
5 minutes

Submit files and capture learning

Details:

  • Submit final model, slides, and peer reviews
  • Quick CAP reflection and next‑step improvements
Required Materials
  • Presentation rubric (weights visible)
  • Peer review forms
  • Submission checklist
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