Académique Documents
Professionnel Documents
Culture Documents
Financial Plan
Christian Pardo
Project Narrative
How can we build a financial plan for people to help them achieve their financial goals?
Is the driving question for the students to understand at the end of the project. Some of the
essential questions the students must consider during the project are. Does our solution to the
financial goal make sense to the problem at hand? Did the research our group did help lead to the
goal? Does our solution to the financial goal have a reasonable amount of time it could be
accomplished in?
Some of the learning goals are to see if the students can identify what parts of their
financial plan is needed for the goal to be researched. ISTE standard- 3. Research and
information fluency, Students apply digital tools to gather, evaluate, and use information. c.
Evaluate and select information sources and digital tools based on the appropriateness to specific
tasks. The math standard this question goes with is A2.MP.4 Model with mathematics. Is to see
if the model you have can be improved or changed for the betterment of the project. Another
outcome is for the students to understand how big the world of finances can be and how easy a
mistake can hurt them. ISTE standard- 4. Critical thinking, problem solving, and decision
making, Students use critical thinking skills to plan and conduct research, manage projects, solve
problems, and make informed decisions using appropriate digital tools and resources. c. Collect
and analyze data to identify solutions and/or make informed decisions. The students will need to
be able to use their best judgment to see if certain plans of action will help or hurt the financial
goal.
Financial Plan 3
innovation. The students will need to collaborate the research that each group member found for
the financial goal. Then after creating and innovation different idea and plans to reach the
financial goal. The group member will then communicate that information to their clients for
Some of the daily learning activities are going to be more based on collaborating with
group members to see if the direction and steps for their financial plan was needed for the result
to work. This is a key strategy of Marzona the concept of cooperative learning and how students
can feed off each other to progress the project forwards. They will also be writing some exit
tickets to see how they progressed during that day as a group. So, see what step they took and
some of the idea the groups talked about but then ultimately didn’t end up using. When working
on group project where the students drive the work, having discussion about things that didn’t
work helps spark new ideas that will help the students. Having a collaborative talk with in groups
and personal talk by writing things down for an exit ticket is another way of different forms for
students to get their feedback back to me as the teacher. Some students are shy so adding a way
for them to communicate without being forced to talk in groups all the time.
I want the students to be able to explore all the facets of developing a financial plan. It
helps to be in groups to be able to bounce off ideas of what works and what doesn’t. With the
topic on how to solve a financial goal being so big, having the time to research and discover new
ways to find the plan to reach the goal is key for the students. I want the students to be able have
enough time during class to being able to research these concepts to the fullest. Be able to build a
financial plan that can help them during this project and outside the project as well. Most groups
Financial Plan 4
will probably need to do some of the work outside of class, like finalizing their plan. The idea
was to be able to help guide them with any of their questions so I can’t ask too much to be done
outside of class. Having the google doc for everyone to keep all the information on helps add
time for the students that want to work on it more outside of class to be able to do so.
Assessment
The formative assessments will be an exit ticket on a few of the days to see what the
students and their groups are learning towards their plan. There will also be a day while each
group is working that I will go around and have conference with each of the groups to see how
the projects are going and help steer any groups that are not on target to get back on target. One
of the last days before presenting the results to their clients each group will present to one other
group and help get peer review on their plan to see if the other students could follow and suggest
any changes that other group thinks will help your results be better. This all leads into the
summative assessment of presenting the financial plan to their clients and show them all the
Technology
The tech being used is not going to be overwhelming but will help the students out to find
the financial plan to reach the financial goal. They will be using a google doc so each member of
the group can add any information they deemed worthy and have all the information within their
grasp. The computers for all the research will also be used during the project. The groups will
need to decide how they want to present their information. They could use power point or have
all the information in a portfolio. Any way the students want to present the information if it is a
I plan to keep this project alive by being able to show that this project can be used more
than just in a math classroom. You can make these same ideas be used in a research paper for a
science or English classroom as well. The result will be different but the outcome of having the
students be able to have more control of how the information will be presented and what is most
important to them. This project is helpful in a lot more then just the classroom. It helps students
dig deeper into finances and the real world that waits them after school. Being more prepared for
the outside world and having a teacher guide you if you are stuck or made a grave mistake, is a
nice guide to have. Making a mistake in the class is a lot better than making a financial mistake
that can take years to fix. We want our students to be more prepared to handle the world that
awaits.
Innovation
The innovation of the project is crazy high. In the world of finances there are many ways
to reach a certain financial goal. In the project the students will need to research and find the best
path needed to reach their goals. The project is left open for the students to be able to dig deep
into their own problem-solving minds to find the solution to their goal. This will be able to help
transform students learning by allowing them to find and search for an answer instead of being
told how to do so. As a teacher you must be open to anything being a possible answer to the
problem unless it’s not even on topic. You can’t have a locked view on the outcome.