CREATING AN ACCOUNTING SPREADSHEET USING MICROSOFT EXCEL

DESIGN PLAN

Georgina CantuEDTC 3332.60

Instructional Technology Practicum

Needs Assessment:

This instructional online tutorial on designing and developing a accounting spreadsheet will provide the Accounting Department the opportunity to acquire new skills using Microsoft Excel. They will be able to immediately apply those skills to incorporate the financial data onto a excel spreadsheet to better gain new insight.

Needs Assessment:

The Accounting Department needs the ability to transfer the monthly financial statements onto an excel spreadsheet. By having this ability of transferring the data, the financial committee will be able to visualize and analyze data efficiently.

The end product, the Accounting Department, will have learned a new skill, be computer savvy, and will be able to produce monthly financial statements correct and efficiently.

Needs Assessment:

Through the online tutorial, the Accounting Department will be introduced to an overview of Microsoft Excel and a step-by-step guide to use the basic tools within the software program allowing the staff to create and format a spreadsheet.

After completing the online tutorial, the Accounting Department will be able to design, create and produce financial statements by using Microsoft Excel and incorporate this new skill by producing monthly financial statements.

Instructional Goal:

After completing this training, the Accounting Department will be able to produce and present monthly financial statements to the financial committee of Community Development Corporation of Brownsville.

Performance Objectives:

Objective #1:Using MS Excel (CN), the learner will select Excel by double-clicking the icon on your Desktop or selecting it out of the "Microsoft Office" folder in the "All Programs" folder of the Start menu (B),with no errors (CR).

Objective #2:Using MS Excel (CN), the learner will open a new workbook by clicking "File" and "New" (or clicking the Office Orb in Excel and then clicking "New"). Click an empty cell to select it (B), with no errors (CR).

Performance Objectives: Objective #3:Using MS Excel (CN), the learner enter whatever data you wish to put in the cell using your keyboard and then hit the "Enter" key to move to the next cell. This is the primary way in which data is entered into Excel (B), with no errors (CR). Objective #4:Using MS Excel (CN), the learner will explore the ways in which you can navigate an Excel spreadsheet. The "Tab" key moves your cell selection to the right while "Shift" and "Tab" together move it to the left. The arrow keys move the selection in whichever direction you press and you can always use the mouse to select specific cells (B), with no errors (CR).

Performance Objectives:

Objective #5:Using MS Excel (CN), the learner the names of the cells. Letters mark columns and numbers mark rows. So the first cell would be "A1" and then moving to the right "B1," "C1" and "D1." One can quickly navigate to any cell in a worksheet by hitting the "F5" button on your keyboard (B), with no errors (CR). Objective #6:Using MS Excel (CN), the learner select multiple cells by either clicking and dragging your mouse across them or by selecting one cell to act as an "anchor" and then pressing "F8“ (B), with no errors (CR).

Performance Objectives:

Objective #7:Using MS Excel (CN), the learner press the "Backspace" key after selecting any cell to clear its contents or edit parts of the cell data by clicking into the formula bar at the top of the spreadsheet. One can also press "F2" to edit the contents of a cell (B), with no errors (CR).

Objective #8:Using MS Excel (CN), the learner can click the "Home" tab to edit the font, size, orientation, color, and other aspects of your Excel data (B), with no errors (CR).

Performance Objectives:

Objective #9:Using MS Excel (CN), the learner can click a cell that contains data and begin to type. One will notice that whatever you type will automatically replace the old data in the cell (B), with no errors (CR).

Objective #10:Using MS Excel (CN), the learner can click cell "A1" and enter a numeric value such as "21." Press the down arrow to accept changes and move to the "A2" cell (B), with no errors (CR).

Performance Objectives:

Objective #11:Using MS Excel (CN), the learner can enter another numeric value and repeat this process until you have cells "A1" through "A4" filled with numbers (B), with no errors (CR).

Objective #12:Using MS Excel (CN), the learner can click the blank "A5" cell and type the command "=SUM(A1:A4)" to automatically add all of the numbers together. There are a wide variety of commands available through Excel's "Formulas" tab (B), with no errors (CR).

Assessment of Learning Outcomes:

Performance Objective Assessment

Objective #1: Using MS Excel (CN), the learner will double click the icon from desktop (B) with no errors (CR).

Rubric Criteria: How well did learner select right icon?Excellent, Good or Poor(See assessment rubric)

Objective #2: Using MS Excel (CN), the learner will open a new workbook by clicking “File” tab (B) with no errors (CR).

Rubric Criteria:How well did the learner open a new workbook?Excellent, Good or Poor(See assessment rubric)

Assessment of Learning Outcomes:

Performance Objective Assessment

Objective #3: Using MS Excel (CN), the learner will enter data using the “Enter” key (B) with no errors (CR).

Rubric Criteria:How well did learner use the “Enter” key to enter data?Excellent, Good or Poor(See assessment rubric)

Objective #4: Using MS Excel (CN), the learner use the “Tab” and “Shift” key to navigate the spreadsheet (B) with no errors (CR).

Rubric Criteria:How well did the learner use the “Tab” and “Shift” key too navigate the spreadsheet?Excellent, Good or Poor(See assessment rubric)

Assessment of Learning Outcomes:

Performance Objective Assessment

Objective #5: Using MS Excel (CN), the learner will rename cells (columns) (B) with no errors (CR).

Rubric Criteria:How well did the learner rename cells (columns)?Excellent, Good or Poor(See assessment rubric)

Objective #6: Using MS Excel (CN), the learner select multiple cells by clicking and dragging them (B) with no errors (CR).

Rubric Criteria:How well did the learner select multiple cells by clicking and dragging them?Excellent, Good or Poor(See assessment rubric)

Assessment of Learning Outcomes:

Performance Objective Assessment

Objective #7: Using MS Excel (CN), the learner will use “Backspace” key to clear contents or edit parts (B) with no errors (CR).

Rubric Criteria:How well did the learner use “Backspace” key to clear contents or edit parts?Excellent, Good or Poor(See assessment rubric)

Objective #8: Using MS Excel (CN), the learner will use the “Home” tab to edit font, size orientation color of Excel data (B) with no errors (CR).

Rubric Criteria:How well did the learner use the “Home” tab to edit font, size orientation color of Excel data?Excellent, Good or Poor(See assessment rubric)

Assessment of Learning Outcomes:

Performance Objective Assessment

Objective #9: Using MS Excel (CN), the learner will click on a cell that contains data to type (B) with no errors (CR).

Rubric Criteria:How well did the learner click on a cell that contains data to type?Excellent, Good or Poor(See assessment rubric)

Objective #10: Using MS Excel (CN), the learner will click cell “A1” to change numeric value (B) with no errors (CR).

Rubric Criteria:How well did the learner click on the cell “A1” to change numeric value?Excellent, Good or Poor(See assessment rubric)

Assessment of Learning Outcomes:

Performance Objective Assessment

Objective #11: Using MS Excel (CN), the learner will use “A1” through “A4” to change the numeric value and repeat the process (B) with no errors (CR).

Rubric Criteria:How well did the learner use “A1” through “A4” to change the numeric value and repeat the process?Excellent, Good or Poor(See assessment rubric)

Objective #12: Using MS Excel (CN), the learner will use =SUM to add all of the numbers together (B) with no errors (CR).

Rubric Criteria:How well did the learner use=SUM to add all of the numbers together?Excellent, Good or Poor(See assessment rubric)

Learner Characteristics:

The target audience for this online training will be four ladies from the Accounting Department ranging from ages 40-60 and are employed with the Community Development Corporation of Brownsville.

The learners will use basic computer skills to use Microsoft Excel program and also to navigate the internet.

Additional information can be accessed through the internet using Microsoft Excel tutorial program.

Learning Context:

The intended instructional setting will be primarily in the workplace setting, at their desks in the Accounting Department.

The Accounting Department has full access to the internet and computers. Training can be accessed during working hours. Other accommodations can be made if further instructional time is needed.

Training Module Outline:

Introduction: (a) Overview of Training: Welcome to this online training where you will learn how to create, design and produce a Microsoft Excel Spreadsheet. You will not only have this opportunity to learn MS Excel but increase your knowledge of this program software. You will be able to transfer monthly financials statements onto an accounting spreadsheet.

Training Module Outline:

Introduction: (b) Statement of Goal and ObjectivesAfter completing this online tutorial you will be able to: Identify the basic steps in MS Excel screen. Start with a blank sheet and name your cells on the

top columns. Enter data from monthly financial statements. Change widths of the columns. Rename sheets on the bottom of the page. Enhance your spreadsheet with color, font, page

orientation.

Training Module Outline:

Introduction: (c) What Does the Online Training Include? The online tutorial consists of four lessons. At the end of each lesson you will be able

to practice and reinforce what you’ve learned by completing some practice quizzes or activities.

At the end of the training, you will be given additional resources you can use that are available on the internet such as MS Excel tutorial.

For additional practice, the online training can be accessed during working hours.

Training Module Outline:

Lesson 1: Overview of Microsoft Excel (a) The learner will be provided with an

overview of the main features in MS Excel in a short video/audio and PowerPoint presentation.

(b) The different features and toolbars on MS Excel screen will be highlighted and explained.

(c) To reinforce learning, the learner will practice using the different features identifying the different tools that were used to calculate the data.

Training Module Outline:

Lesson 2: Creating the Spreadsheet: A Step-by-Step Guide using MS Excel

(a) The learner will learn how to open a New Document.

(b) The learner will learn how to customize the data used in the spreadsheet by changing margins, columns, widths, fonts, colors, and page orientation and rename work sheets.

(c) The learner will learn how to save his work on the desktop or on a USB.

(d) At the conclusion of this lesson, the learner will take a practice quiz to review the lesson.

Training Module Outline:

Lesson 3: Entering Data And Calculation Functions: A Step-by-Step Guide using MS Excel (a) The learner will learn about the different

guides to use cells, keys and their functions. (b) The learner will learn how to add,

subtract, multiply data transferred from the monthly financial statements.

(c) At the conclusion of this lesson, the learner will take some practice lessons and quizzes for reinforcement.

Instructional Resources:

The learner will require specific hardware and software to complete the online tutorial, which the following:

Hardware: a desktop PC computer with Internet access and speakers.

Software: Microsoft Office, actually MS Excel, Windows Media Player (to play audio and video).

Optional Hardware: a USB to save any data the learner wishes to save, a printer if the learner wants to print out the lesson or the final product (spreadsheet) after completing the lesson.