Business Finances in Hospitality and Tourism

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  • Lesson Identification and TEKS Addressed

    Cluster : Hospitality and Tourism

    Course : Practicum in Culinary Arts

  • TEKS Student Expectations

    Practicum in Culinary Arts

    • (1) The student uses employability skills to gain an entry-level job in a high-skill, high-wage or high-demand field. The student is expected to:
      • (B) demonstrate the application of essential workplace skills in the career acquisition process

    • (4) The student applies academics with job-readiness skills. The student is expected to:
      • (A) apply mathematical skills to business transactions
      • (C) interpret data from documents such as tablets, charts and graphs to estimate and find solutions to problems
      • (D) organize and compose workplace documents

    Practicum in Hospitality Services

    • (1) The student uses employability skills to gain an entry-level job in a high-skill, high-wage or high-demand field. The student is expected to:
      • (B) demonstrate the application of essential workplace skills in the career acquisition process

    • (4) The student applies academics with career readiness skills. The student is expected to:
      • (A) apply mathematical skills to business transactions
      • (C) interpret data from documents such as tables, charts and graphs to estimate and find solutions to problems
      • (D) organize and compose workplace business documents
  • Basic Direct Teach Lesson

    Instructional Objectives

    Students will:

    • recognize workplace documents
    • identify business transactions used in the industry
    • calculate business math problems
    • interpret bar graphs, charts and tables.
  • Rationale

    Script:

    Do you like Math? Can you add, subtract, multiply and divide? If you answered yes, then you possess basic, much needed skills for a career in hospitality and tourism. In this lesson you will see that mathematics is used in almost every operation of the hospitality and tourism industry. With the aide of technology and computer software programs such as point-of-sale and property management systems, business math skills will be easy to attain. Let’s find out how math can help make our jobs easier.

  • Duration of Lesson

    Three 45 minute class periods

  • Word Wall

    Business transactions: An economic event that initiates the accounting process of recording it in a company’s accounting system

    Data: Facts and statistics collected together for reference or analysis

    Finances: The way in which money is used and handled; especially: the way in which large amounts of money are used and handled by governments and companies

    Forecasting: The use of historical data to predict future trends

    Management: The organization and coordination of the activities of a business in order to achieve defined objectives

    Point-of-sale (POS) system: A computerized system that can be used to take orders, generate bills, track revenue, create reports, manage inventory, facilitate communication between staff member and other functions

    Property management system (PMS): Computer software and hardware used to run lodging properties

  • Materials/Specialized Equipment Needed

    Equipment:

    • computer with projector for PowerPoint™ presentation
    • computers with Internet access (be sure to follow school district guidelines)
    • headphones
    • light projector (Elmo)

    Materials:

    • employee schedules
    • guest checks
    • purchase orders
    • time sheets

    Supplies:

    • calculators
    • cash register (if available)
    • systems software (if available)
      • point-of-sale (PMS)
      • property management (PMS)

    • copies of handouts (see All Lesson Attachments tab)
  • Anticipatory Set

    Before class begins:

    Optional: Become familiar with the Small Business Administration’s Learning Center that provides a 30-minute online course in accounting. This course will provide students with a certificate they will be able to add to their portfolio.


    Note to teacher: Before the start of this lesson, secure a list of food items and prices from a local vendor or the school cafeteria supervisor to be able to complete a purchase order in the Guided Practice section.

    If possible, secure other workplace documents for students to view and become familiar with.


    Display as many items from the Materials or Specialized Equipment Needed tab as you have available on a table in front of the room so that students may view as they enter.


    Distribute the handout Anticipation Guide: Business Finances in Hospitality and Tourism (see All Lesson Attachments tab) and instruct students to read the statements carefully and place a check mark on the left column if they think it is true.

    After the lesson, this handout will be revisited in the Lesson Closure section to check for knowledge of the lesson.

  • Direct Instruction with Special Education Modifications/Accommodations

    Introduce lesson objectives, terms and definitions.

    Select and distribute a handout or graphic organizer from the Instructional Strategies drop down menu in Classroom Essentials or instruct students to take notes in their journal books or on their own paper.
    http://cte.sfasu.edu/wp-content/uploads/2012/07/Information-Wheel.pdf
    http://cte.sfasu.edu/wp-content/uploads/2012/08/Spider-Map.pdf

    Introduce the PowerPoint™, Business Finances in Hospitality and Tourism (see All Lesson Attachments tab). Students will be expected to take notes while viewing the slide presentation. Allow time for classroom discussion.

    View the YouTube™ video:

    • Using the POS (Point Of Sale) System
      A brief tutorial of the basic functions of the POS system used in the food service department at Umpqua Community College. Topics include: clocking in/out, inputting a customer’s order, closing a ticket & printing a checkout (sales summary) report.
      https://youtu.be/rISyrnykrEw

    Individualized Education Plan (IEP) for all special education students must be followed. Examples of accommodations may include, but are not limited to:

    • check for understanding
    • provide a printed copy of the slide presentation

  • Guided Practice with Special Education Modifications/Accommodations

    Divide the class into subgroups of three or four students.

    Distribute the list of the food items and prices you have secured from a vendor or the school cafeteria supervisor.

    Distribute the handouts Employee Shift Schedule, Inventory List, Profit and Loss Statement, Purchase Order, Small Business Cash Flow Projection, and Time Sheet (see All Lesson Attachments tab) to each group and explain that there are many workplace documents and these are a few to become familiar with.

    Place the documents on a light projector one at a time and explain to the students how they would be used in a foodservice setting.

    If a price list from a vendor or school cafeteria was secured, then allow students to complete the Purchase Order for items needed.

    Note: These handout templates were downloaded from Microsoft™ Excel and Word.


    Optional activity:

    Direct students to the computers and instruct them to log on to the Small Business Association’s website and the Learning Center for the online training. They will need headphones to complete the self-paced course that will provide them with a certificate of completion at the end. Students will be able to add this certificate to their portfolio.

    Individualized Education Plan (IEP) for all special education students must be followed. Examples of accommodations may include, but are not limited to:

    • providing a text based accessible version of online course
    • check for understanding

  • Independent Practice/Laboratory Experience with Special Education Modifications/Accommodations

    Calculators may be used for this activity.

    Distribute the handout Business Math Skills (see All Lesson Attachments tab) and ask a volunteer to work one problem on board explaining each step to the rest of the class.

    Continue doing the same with remaining problems or allow students to work independently.

    Instruct students to write three math problems using a bar, chart or graph to complete the assignment.

    Other math assessments available for these courses include:

    Individualized Education Plan (IEP) for all special education students must be followed. Examples of accommodations may include, but are not limited to:

    • encourage participation
    • provide extra time if needed

  • Lesson Closure

    Review lesson objectives, terms and definitions.

    Re-distribute the handout Anticipation Guide: Business Finances in Hospitality and Tourism from the Anticipatory Set.

    Allow students to re-read each statement and answer the column on the right.

  • Summative/End of Lesson Assessment with Special Education Modifications/Accommodations

    Distribute the handout Business Math Quiz (see All Lesson Attachments tab) to assess students’ knowledge of interpreting bars, charts and graphs.

    Individualized Education Plan (IEP) for all special education students must be followed. Examples of accommodations may include, but are not limited to:

    • assistance with calculators
    • peer tutoring

  • References/Resources

    Textbook:

    • Culinary essentials. (2010). Woodland Hills, CA: Glencoe/McGraw-Hill.
    • Draz, J., & Koetke, C. (2014). The culinary professional. Tinley Park, IL: Goodheart-Willcox Company.
    • Foundations of restaurant management & culinary arts. (2011). Boston, MA: Prentice Hall.
    • Reynolds, J. S. & Chase, D. M. (2014). Hospitality services. Tinley Park, IL: Goodheart-Willcox Company.

    Websites:

    YouTube™:

    • Using the POS (Point Of Sale) System
      A brief tutorial of the basic functions of the POS system used in the food service department at Umpqua Community College. Topics include: clocking in/out, inputting a customers order, closing a ticket & printing a checkout (sales summary) report.
      https://youtu.be/rISyrnykrEw
  • Additional Required Components

    English Language Proficiency Standards (ELPS) Strategies

    • word wall
    • draw visual representations of terms on word wall
    • add terms and definitions to personal dictionary
  • College and Career Readiness Connection

    AchieveTexas Career Cluster Crosswalks

    The Career Cluster Crosswalks housed on the AchieveTexas website http://www.achievetexas.org/index.html provide Texas teachers with a direct connection between their CTE course TEKS and the College and Career Readiness Standards (CCRS). Language Arts, Mathematics, Science, Social Studies and Cross-Disciplinary integration are the focus of the CCRS. These college and career readiness standards are essential in the planning and delivery of CTE lessons. The extent to which the integration occurs is determined by the methods and strategies utilized by each teacher.

    Career Cluster Crosswalks for Education and Training, Hospitality and Tourism and Human Services Career Clusters can be found at:
    http://www.achievetexas.org/Career%20Cluster%20Crosswalks.htm

  • Recommended Strategies

    Reading Strategies

    Other articles pertaining to this lesson that students may read include:

    • How to Interpret Graphs & Charts
      Graphs and charts are visual representations of data in the form of points, lines, bars, and pie charts. Using graphs or charts, you can display values you measure in an experiment, sales data, or how your electrical use changes over time.
      http://www.ehow.com/how_6930975_interpret-graphs-charts.html
    • The Importance of Basic Math in Business
      Whether you are aware of it or not, math is used in most aspects of your daily life, both at home and in the office. Knowledge of basic math can save you a lot of time when you’re at the clothing store or supermarket, but it is also important in a business environment.
      http://www.ehow.com/facts_7472221_importance-basic-math-business.html
    • Why Is Mathematics Important in Culinary Arts?
      Comfort with mathematics is an essential component of the culinary arts. Chefs and cooks use math skills every day to measure ingredients precisely, to convert units based on the equipment they have and to modify recipe portions. Mathematics is also important for the business side of things, such as in the case of determining cost per meal, so the executive chef can establish a menu price that will yield a profit.
      http://www.ehow.com/how-does_4899712_how-math-used-cooking.html

    Reading Strategy
    Encourage students to “visualize” as they read. Many students are visual learners and will benefit from making sketches or diagrams on scrap paper as they read. Providing students with graphic organizers to help them organize their thoughts is also helpful.
    http://cte.sfasu.edu/rgroup/instructional-strategies/page/4/

  • Quotes

    It’s never been more important for borrowers to arm themselves with knowledge and build sound financial-management skills.
    -Robert Manning

    Plan to build up your food supply just as you would a savings account. Save a little for storage each paycheck. Can or bottle fruit and vegetables from your gardens and orchards. Learn how to preserve food through drying and possibly freezing. Make your storage a part of your budget.
    -Ezra Taft Benson

    If I’m teaching girls that do love to make cookies and do love fashion – that they can use math as a part of that – you think that’s me saying, come on girls you belong in the kitchen, you belong shopping? Or, do you think it’s me showing them how math is part of all their life, even the part they thought it had nothing to do with?
    -Danica McKellar

  • Multimedia/Visual Strategies

    PowerPoint™:

    • Business Finances in Hospitality and Tourism
    • Presentation Notes – Business Finances in Hospitality and Tourism

    Technology:

    • Free iPad App:
    • TED Talks:
      • A Passion for Math: Elly Schofield at TEDxClaremontColleges
        Elly is a student studying math. And she’s mad. She’s mad about how math was taught to her growing up and why nobody told her that being good at math has nothing to do with finishing problems quickly or flawlessly. She puts forth her idea of what more effective math curriculum might look like in the future.
        http://tedxtalks.ted.com/video/A-Passion-for-Math-Elly-Schofie

    Files for downloading:

  • Graphic Organizers/Handout

    Handouts:

    • Anticipation Guide: Business Finances in Hospitality and Tourism
    • Anticipation Guide: Business Finances in Hospitality and Tourism (Key)
    • Business Math
    • Business Math (Key)
    • Business Math Quiz
    • Business Math Quiz (Key)
    • Employee Shift Schedule
    • Inventory List
    • Profit and Lost Statement
    • Purchase Order
    • Small Business Cash Flow Projection
    • Time Sheet

    Files for downloading:

  • Writing Strategies

    Journal Entries:

    • I would like to own my own business and …
    • The point-of-sale system at my work does …
    • Being a manager of a hospitality business is …

    Writing Strategy:

    • RAFT Writing Strategy:
      • Role – manager
      • Audience – employees
      • Topic – time sheets
      • Format – memo

    Write a memo to the employees reminding them to turn in their time sheets before the end of the shift.

  • Communication 90 Second Speech Topics

    • Three things to remember about using a point-of-sale system is …
    • List the steps needed to complete a weekly time sheet.
  • Other Essential Lesson Components

    Enrichment activity

    Students can download a business plan from the Small Business Association website and create a business model for a foodservice establishment they would like to own.

    Infographic:

    Infographics are graphic visual representations of information, data or knowledge intended to present complex information quickly and clearly.

    The infographic below is related to this lesson. Allow students to view the image on a projector and lead a discussion concerning the information provided.

    TED Talks:

    TEDx is a program of local, self-organized events that bring people together to share a TED-like experience. At a TEDx event, TEDTalks video and live speakers combine to spark deep discussion and connection in a small group. These local, self-organized events are branded TEDx, where x = independently organized TED event.

    The video below is related to this lesson. Allow students to view the video and lead a discussion concerning the TED Talk.

    • A Passion for Math: Elly Schofield at TEDxClaremontColleges
      Elly is a student studying math. And she’s mad. She’s mad about how math was taught to her growing up and why nobody told her that being good at math has nothing to do with finishing problems quickly or flawlessly. She puts forth her idea of what more effective math curriculum might look like in the future.
      http://tedxtalks.ted.com/video/A-Passion-for-Math-Elly-Schofie
  • Family/Community Connection

    Invite a member of the Small Business Association to speak to the class about cybersecurity using credit cards and computer systems.

  • CTSO connection

    Family, Career and Community Leaders of America

    http://www.fcclainc.org

    • Applied Math for Culinary Management
      An individual or team event, recognizes participants who use Family and Consumer Sciences skills to demonstrate the application of mathematical concepts in the culinary arts industry.
    • Hospitality, Tourism and Recreation
      An individual or team event, recognizes participants who demonstrate their knowledge of the hospitality, tourism, and recreation industries and ability to translate their knowledge into a hypothetical or real business. Project must relate to culinary, lodging, recreation, tourism, or event coordination.
      h4. SkillsUSA

    http://skillsusa.org/

    • Related Technical Math
      On a written test, contestants demonstrate skills required to solve mathematical problems commonly found in the skilled trades and professional and technical occupations. Skills demonstrated include addition, subtraction, multiplication and division of whole numbers, fractions and decimals; applied word problems; percentages; ratio proportions; averages; area; volume; metric measures and traditional (Imperial) measures and trigonometry.
  • Service Learning Projects

    Successful service learning project ideas originate from student concerns and needs. Allow students to brainstorm about service projects pertaining to this lesson.
    www.ysa.org

    Possible ideas:

    Math can be challenging for young students. Students may plan and design a presentation on how math is used in hospitality careers and relate it to job skills. They can present it to elementary school students.

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