6.2 Designing a Comprehensive Assessment Plan

Bank On-It Comprehensive Assessment Plan

1.       Unit/lesson plan

a.       Objectives

 i.       Identify the major types of insured financial institutions.

ii.       Identify five reasons to use a bank.

iii.      Describe the steps involved in opening and maintaining a bank account.

iv.      Describe two types of deposit accounts.

 v.      Describe the main functions of the bank customer service representative, teller, loan officer, and branch manager.

b.      CCS: W.11-12.7, L.11-12.4, SL.11-12.1 & .4 & .5

c.       Activities

 i.      Choosing a Bank Checklist – research local banks, complete in word and upload to drop box.

ii.      Check writing and Check Register (on-line activities and mint.org

iii.      Balance checkbook using saved on-line activity and PDF bank statement with step by step process and upload to drop box.

iv.      Post-test – online test

2.       Formative Assessment

a.       LMS Pre-test – online quiz of Banking types, services, account features, and account security

b.      Drag n drop vocabulary - complete until correct

c.       Voice thread Discussion… Student banking account needs - Online banking services VS local banking services 

d.      LMS Post-test – online test

3.       Feedback

a.      Drag and Drop instant feedback – complete until correct

b.      Peer  comments to discussion post of online banking VS Local banking

c.      Teacher grading of check, register and statement balancing with comment feedback to discussion outcomes.

4.       Summative Project

a.       Group of three classmates collaborate to create a checking account feature list in Google Drive on a Google Spreadsheet from research each student performs, and chooses a checking account from any bank of their choice. Once list is complete each student will review and choose the account that best suits them and explain their choice based on the account feature comparisons and post to their blog and upload a link to course project wikispace.

Rubric

Criteria	5	3	1
Document Accuracy and mathematical computation	Check, Register and Bank statement complete with accurate math	Two of three documents completed with accurate math	One document completed with accurate math
Bank Choice	Group paricticipation in one post and two peer comments of online vs local banking voice thread and identifies three different bank services on completed worksheet and uploaded to Drop Box	Group participation in one post and commented on peers online VS local banking voice thread and bank service criteria completed for at least two banks and uploaded to Drop Box	Group  participation in one post or commented on peers online VS local banking voice thread, Bank Choice Worksheet is incomplete of criteria and/or has only one bank info listed and uploaded to Drop box.
Checking Account Choice	Research completed for one checking account and listed features in collaborative platform. Each student assesses three account choices on list and clearly identifies checking account that best suits their needs.	Research completed most features listed of a checking account and vaguely identified the account that best suits their needs.	Some research and/or vaguely identified the account that best suits their needs.