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#NAFNext2014
Sonja Burwell, Sanderson High School
Academy of Finance Director
Joann David, Sanderson High School
Advisory Board Member
 Sonja Burwell – Academy of Finance Director
 Married, 3 children
 Over 15 years of business practice experience and 8
years of business education experience
 Joann David – 1st year Advisory Board Member
 Over 15 years experience in financial services industry
 Employed by American Institute of CPAs
 Sanderson High School, Raleigh, NC
 School Comprised of 2,200 students
 Academy of Finance launched at Sanderson High School in
1995
 90 students at all grades levels are members of the Academy
Presenters
WBL Strategy Agenda
 Session Introduction
 A Walk in the Students Shoes (IceBreaker)
 Group Job Shadow Experience:
Best Practices/Practical Strategies
 Tools & Resources
 Questions & Answers
Job Shadowing Program: Immersing students through
Work-Based-Learning explorations.
Do you want to have a solid action plan for implementing job
shadowing through work-based learning explorations into your
academy?
This session will provide your academy with the tools necessary
to implement meaningful job shadowing opportunities in the
world of work, where students can get first-hand information,
and learn of the real life experiences about job skills and
careers.
See how a strong WBL plan can include meaningful activities,
lesson plans, as well as development procedures for utilizing
your community businesses outside the classroom.
INTERACTIVE EXERCISE:
Pair up into teams of two
Grab a zip-lock bag
10 minutes to complete:
First two teams to complete correctly win a prize.
Career Cluster Descriptions
THE RESULT – www.ed.gov and www.bls.gov
Career Cluster Descriptions
INTERACTIVE EXCERCISE:
 Each table will elect one drawer and one recorder. Remaining
table participants are the guessers.
 Drawer will pull the secret word (job title) from the bag
 Drawer will not reveal the secret word to the guessers
 When facilitator starts the 4-minute clock, drawer will “act-
out”, sing or describe the job title without revealing the job
title.
 If guessers name the job title correctly, the recorder notes
the win and drawer moves on to the next secret word.
 Continue drawing secret words and guessing until timer at
the 4-minute mark is called.
 Team with the most correct secret word matches wins!
Who am I?
CAPTRUST offered to engage 50
students with goals of the
following:
 Provide workplace exposure
 Build networking skills with
business professionals
 Provide pre and post work
learning opportunities to
students
 Job shadow various roles and
explore the responsibilities of
each role
CAPTRUST, Junior Achievement, and SHS
Collaboration
Tasks:
 Series of conference calls
 Development of pre-event and post-event
activities
 Coordinating travel (permission slips, transport,
etc.)
 Volunteer management
 Document repositories
 Development of time-line
 Setting the game plan (expectation of the
students: dress code, etiquette, professionalism,
etc.)
Collaborative Venture Job Shadow
Experience
Learning Objectives
Pre-work consisted of:
 Workplace Ready
Skills Pre-Self-
Assessment
 Interview Preparation
Techniques
 Resume Techniques
 Career Cluster
Descriptions (Demo)
On-site event consisted of:
 Workplace Tour
 Exposure to a variety of
positions and
departments within
company
 Site Visit Worksheet
Post-event activities
included:
 Post-Assessment
(Student, Business
Host)
 Personal Action Plan
The overall learning objective resulted in the
following:
 Builds rapport (academy, student and
employer)
 Conflict resolution and negotiation skills
 Solve problems & make decisions
 Evaluate career interest
 Build character and enhance soft-skills
 Explore networking skills
Job Shadow Outcomes
The overall learning objective resulted in the
following:
 Realized connection between learning &
earning
 Explore interview skills
 Observed how technology is used in the
workplace
 Build connections between what is learned at
school and what is expected in the workplace
 Research & Development in the workplace
Job Shadow Outcomes (Cont.)
 Job Shadowing Pre-Assessment
Questionnaire
 Job Shadowing Post-Assessment
Questionnaire
 Success Skills Self Assessment Form
 Career Assessment (group activity)
 Interviewing and Resume Skills Checklist
Tools & Resources
 On-site workplace worksheet (organization
mission and objectives and observations)
 Personal Action Plan Worksheet
 Roads to Success Job Shadow Guide
Courtesy of:
 Juniors Achievement
www.juniorachievement.org
 RoadtoSuccess
www.roadstosuccess.org
Tools & Resources
Questions
& Answers
Documentation is available in electronic format

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Job Shadowing - Immersing Students through Work-Based- Learning Explorations

  • 1. #NAFNext2014 Sonja Burwell, Sanderson High School Academy of Finance Director Joann David, Sanderson High School Advisory Board Member
  • 2.  Sonja Burwell – Academy of Finance Director  Married, 3 children  Over 15 years of business practice experience and 8 years of business education experience  Joann David – 1st year Advisory Board Member  Over 15 years experience in financial services industry  Employed by American Institute of CPAs  Sanderson High School, Raleigh, NC  School Comprised of 2,200 students  Academy of Finance launched at Sanderson High School in 1995  90 students at all grades levels are members of the Academy Presenters
  • 3. WBL Strategy Agenda  Session Introduction  A Walk in the Students Shoes (IceBreaker)  Group Job Shadow Experience: Best Practices/Practical Strategies  Tools & Resources  Questions & Answers
  • 4. Job Shadowing Program: Immersing students through Work-Based-Learning explorations. Do you want to have a solid action plan for implementing job shadowing through work-based learning explorations into your academy? This session will provide your academy with the tools necessary to implement meaningful job shadowing opportunities in the world of work, where students can get first-hand information, and learn of the real life experiences about job skills and careers. See how a strong WBL plan can include meaningful activities, lesson plans, as well as development procedures for utilizing your community businesses outside the classroom.
  • 5. INTERACTIVE EXERCISE: Pair up into teams of two Grab a zip-lock bag 10 minutes to complete: First two teams to complete correctly win a prize. Career Cluster Descriptions
  • 6. THE RESULT – www.ed.gov and www.bls.gov Career Cluster Descriptions
  • 7. INTERACTIVE EXCERCISE:  Each table will elect one drawer and one recorder. Remaining table participants are the guessers.  Drawer will pull the secret word (job title) from the bag  Drawer will not reveal the secret word to the guessers  When facilitator starts the 4-minute clock, drawer will “act- out”, sing or describe the job title without revealing the job title.  If guessers name the job title correctly, the recorder notes the win and drawer moves on to the next secret word.  Continue drawing secret words and guessing until timer at the 4-minute mark is called.  Team with the most correct secret word matches wins! Who am I?
  • 8. CAPTRUST offered to engage 50 students with goals of the following:  Provide workplace exposure  Build networking skills with business professionals  Provide pre and post work learning opportunities to students  Job shadow various roles and explore the responsibilities of each role CAPTRUST, Junior Achievement, and SHS Collaboration
  • 9. Tasks:  Series of conference calls  Development of pre-event and post-event activities  Coordinating travel (permission slips, transport, etc.)  Volunteer management  Document repositories  Development of time-line  Setting the game plan (expectation of the students: dress code, etiquette, professionalism, etc.) Collaborative Venture Job Shadow Experience
  • 10. Learning Objectives Pre-work consisted of:  Workplace Ready Skills Pre-Self- Assessment  Interview Preparation Techniques  Resume Techniques  Career Cluster Descriptions (Demo) On-site event consisted of:  Workplace Tour  Exposure to a variety of positions and departments within company  Site Visit Worksheet Post-event activities included:  Post-Assessment (Student, Business Host)  Personal Action Plan
  • 11. The overall learning objective resulted in the following:  Builds rapport (academy, student and employer)  Conflict resolution and negotiation skills  Solve problems & make decisions  Evaluate career interest  Build character and enhance soft-skills  Explore networking skills Job Shadow Outcomes
  • 12. The overall learning objective resulted in the following:  Realized connection between learning & earning  Explore interview skills  Observed how technology is used in the workplace  Build connections between what is learned at school and what is expected in the workplace  Research & Development in the workplace Job Shadow Outcomes (Cont.)
  • 13.  Job Shadowing Pre-Assessment Questionnaire  Job Shadowing Post-Assessment Questionnaire  Success Skills Self Assessment Form  Career Assessment (group activity)  Interviewing and Resume Skills Checklist Tools & Resources
  • 14.  On-site workplace worksheet (organization mission and objectives and observations)  Personal Action Plan Worksheet  Roads to Success Job Shadow Guide Courtesy of:  Juniors Achievement www.juniorachievement.org  RoadtoSuccess www.roadstosuccess.org Tools & Resources
  • 15. Questions & Answers Documentation is available in electronic format