Grade 5: Budgets and spreadsheets: Making Plans"
(From: OAME)2 Day Lesson Plan
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Algebra:
C3. solve problems and create computational representations of mathematical situations using coding concepts and skills
C3.1. solve problems and create computational representations of mathematical situations by writing and executing code, including code that involves conditional statements and other control structures
Financial Literacy:
F1.demonstrate the knowledge and skills needed to make informed financial decisions
F1.3. design sample basic budgets to manage finances for various earning and spending scenarios
Social-Emotional Learning (SEL) Skills in Mathematics and the Mathematical Processes
A1. Throughout this grade, in order to promote a positive identity as a math learner, to foster well-being and the ability to learn, build resilience, and thrive, students will apply, to the best of their ability, a variety of social-emotional learning skills to support their use of the mathematical processes and their learning in connection with the expectations in the other five strands of the mathematics curriculum.
In this lesson, to the best of their ability, students will learn to recognize sources of stress and cope with challenges, and to think critically and creatively as they apply the mathematical processes problem solving (develop, select, and apply problem-solving strategies and representing (select from and create a variety of representations of mathematical ideas (e.g., representations involving physical models, pictures, numbers, variables, graphs), and apply them to solve problems), so they can work through challenging math problems, understanding that their resourcefulness in using various strategies to respond to stress is helping them build personal resilience, and so they can make connections between math and everyday contexts to help them make informed judgements and decisions.
to understand how spreadsheet programs can be used to manage a budget.
alter a sample spreadsheet to meet our own plans.
design budgets and make choices based on changing situations (for example by differentiating between needs and wants).
understand how spreadsheets can track a budget.
edit or modify code to change a budget spreadsheet.
differentiate between wants and needs to balance my budget.
Teacher access to projector and computer for sharing spreadsheets
Student access to computers to modify spreadsheets
Understanding spreadsheets or Understanding spreadsheets .pdf
Coding the spreadsheet or Coding the spreadsheet.pdf
Scaffolded spreadsheet investigation instructions or Scaffolded spreadsheet investigation instructions.pdf
Students should have discussed budgets and basic financial planning.They should have decided on a purpose for saving/ spending money.
See this lesson: Grade 5 - Financial Literacy - Budgeting and Financial Goal setting
Discuss:
T: Why do people need to keep track of the money they earn and spend? (Ss: To make sure they do not run out, to plan for future needs)
T: What tools can people use for this? (Ss: Budget, tracking balance online, etc.)
T: What are the advantages of keeping track of your money? (Ss: Knowing what you have or need)
T: What are the disadvantages of losing track of your money? (Ss: may run out, not have enough)
Introduce the idea of a spreadsheet. (T: A spreadsheet is a program that can be used to organize and analyse data. It can be coded to perform calculations.)
Part 1- Students will analyze a sample spreadsheet to discuss what happens when earning or spending changes in a budget.
Part 2: Students will explore the spreadsheet, by clicking on cells to see the “coding” that is behind the calculations. They should record these to share with the class.
Grade 5 budget lesson spreadsheet
Teacher Moves
Part 1: Show sample spreadsheet snips and discuss.
Alternate between doing one question together, and then letting students do the follow- up in pairs/ groups/ or as individuals.
Part 2- Tell students to look at how to code a spreadsheet to make the calculations they want. Make sure they check cells where they think the number in it is arrived at through a mathematical calculation.
Teacher: “Explore the spreadsheet by clicking on cells to see where there is any coding.
If you change the numbers in the “Income” or “Expenses” section, you may see what the program then changes on its own. This may show you the math that the spreadsheet is doing.”
Consolidate by making an anchor chart of commands for different math operations.
To help consolidate, you can refer to the “Coding the spreadsheet” images on the PDF below. (This will also tell students where to find these commands.)
Opportunities for Differentiation
Number line to support understanding of positive and negative numbers, earning and spending money
Money manipulatives to keep track of earning and spending money
Some students may benefit from scaffolded exploration rather than an open investigation.
See this sheet for ideas
Scaffolded spreadsheet investigation instructions OR Scaffolded spreadsheet investigation instructions.pdf
Some students may benefit from having hard copies of instructions/ examples
Part 1 Diagnostic assessment
Do students recognize how the spreadsheet changes and how it affects the choices they might be able to make?
Formative assessment
Can students understand the purpose or usefulness of a budget?
Can they suggest new possible actions (i.e. how to reduce expenditures and increase earnings)
Part 2
Formative Assessment
Assess students’ abilities to find and record the coding on the sheet. Can they communicate how the coding works?
Use the spreadsheet to find out how to code the spreadsheet to keep track of earning and spending.
Grade 5 budget lesson spreadsheet
Part 3: Teacher: Now it is your chance to alter something about the spreadsheet to see how it affects the budget.
Students can add other earning categories, or add to or delete from the list of planned purchases. Then they need to alter the code to make sure all the new data is included in the spreadsheet calculations.
Note: This can serve as an opportunity for summative assessment to assess whether students are understanding how the coding explored in the last lesson works.
This will address the expectation:
C4. apply the process of mathematical modelling to represent, analyse, make predictions, and provide insight into real-life situations
Students will need to create mathematical models that represent the operations/ calculations they need for their spreadsheet.