Swanson Academy for Business & Finance · Unit 2.1 · Grade 9 · Quarter 2

Interactive Manual

Complete guide to every game, calculator, and quiz — for students and facilitators

About This Manual

What's Covered Here

A complete reference for every interactive element in Unit 2.1

Unit 2.1 — Office and Workspace Productivity — opens Quarter 2 with the operational infrastructure that every business and finance career runs on. Unlike earlier units, this unit's content is immediately practical and immediately testable: every student either knows the professional file naming convention or they don't; every student either understands the difference between personal Drive and Shared Drive or they don't.

The interactive tools in this unit are designed to convert knowing into doing — moving students from understanding that professional formatting standards exist to being able to apply them correctly in realistic workplace scenarios.

ToolLocationFocus
🔗 Tool MatchStudy Guide → Games tabMatch professional tasks to the right productivity tool
📋 Format It RightStudy Guide → Games tabApplied professional formatting decisions in realistic scenarios
⚖️ True or FalseStudy Guide → Games tabProductivity facts vs. myths — margin standards, file naming, collaboration norms
🧮 Professional Time AuditStudy Guide → Calculator tabCalculates the cost of disorganization and value of professional systems
✏️ Unit Quiz Engineg9-2-1-quiz.htmlComprehensive unit mastery — 20 questions from a 23-question bank
Game 1 of 3 · Study Guide → Games Tab

🔗 Tool Match

Match each professional task to the right productivity tool

🔗
Tool Match

Six pairs connecting professional workplace tasks to the specific tool best suited for each — emphasizing not just what each tool is but when and why to use it over alternatives.

6 pairsNo timerShuffled each restart

The Six Pairs — Answer Key

TaskCorrect Tool MatchWhy
Write a formal proposal to send to a bankMicrosoft WordWord is the universal standard for formal external submissions — PDF export accepted by all institutions
Collaborate on a shared budget draft with three teammatesGoogle SheetsReal-time multi-user editing, comment history, accessible from any browser
Present a career plan to a community committeeGoogle Slides or PowerPointStructured presentation format with visual support tools — neither Docs nor Sheets is appropriate for group presentations
Schedule a three-person meeting across two time zonesGoogle CalendarCalendar invitations display each recipient's local time, include all meeting details, and add to all calendars automatically
Store team documents so they stay after a member leavesGoogle Shared DriveOrganization-owned, not person-owned — documents persist regardless of individual account status
Review a colleague's report without changing their textSuggestion Mode or CommentsPreserves the original, marks proposed changes as tracked edits, gives author full decision authority
🎓
Facilitator Note — Tool Match

After completing, ask: "Why is a Shared Drive the correct answer for team storage — not just any Google Drive folder?" This question tests whether students understand the institutional continuity principle (organizational ownership vs. personal ownership) rather than just recognizing Google Drive as a storage platform. Students who can explain the organizational risk of personal Drive are ready for the scenario game.

Game 2 of 3 · Study Guide → Games Tab

📋 Format It Right

Six realistic workplace scenarios — apply the professional standard

📋
Format It Right

Six scenarios featuring AOBF students in realistic workplace situations — submitting documents, reviewing colleagues' work, naming files, sending meeting invites, formatting documents, and managing team storage. Each scenario has one clearly correct answer with a detailed explanation.

6 scenarios4 choices eachExplanation after every answer

Scenario Answer Key

#SituationCorrect AnswerStandard Applied
1DeShawn submitting a financial analysis from Google DocsDownload as PDF, apply YYYY-MM-DD naming convention, attach to emailFile naming + PDF as final delivery format (Topic 4/5)
2Aaliyah reviewing a classmate's Career Exploration PresentationSuggestion Mode + Comment explaining the rationaleCollaborative editing protocol (Topic 6)
3Brianna naming her Career Portfolio presentation2026-10-15_CareerPortfolio_AOBFPresentation_Final.pptxProfessional file naming convention (Topic 4)
4Marcus sending a budget review meeting requestSpecific title, purpose description, preparation note, video link, 30-min durationCalendar invitation professional standard (Topic 3)
5Jerome's memo in Comic Sans with 2-inch marginsBoth errors: decorative font AND widened margins are unprofessionalProfessional document formatting (Topic 5)
6Destiny's team research stored in her personal DriveWhen Destiny leaves, team loses access — Shared Drive is requiredShared Drive vs. personal Drive institutional risk (Topic 6)

Hardest scenarios for students

Scenario 5 (Jerome's memo) consistently catches students who recognize one error but miss the other. Both Comic Sans and widened margins are formatting violations — the correct answer names both. Scenario 6 (Destiny's Drive) requires understanding organizational ownership vs. personal ownership, which is a more abstract concept than the formatting scenarios.

🎓
Facilitator Note — Format It Right

Scenario 3 is an excellent assignment trigger: after completing it, ask every student to rename one existing file on their own device using the YYYY-MM-DD convention. This converts a game answer into an immediate practice habit — the most important conversion in this unit. Students who rename one file are more likely to rename the next one.

Game 3 of 3 · Study Guide → Games Tab

⚖️ True or False

Productivity facts vs. myths — 10 statements

⚖️
True or False

Ten statements targeting the most common professional productivity misconceptions: margin standards, Heading Styles, Shared Drive ownership, Suggestion Mode vs. Track Changes, slide text volume, time blocking, and file naming. Shuffled each round. Exit ticket before Unit Quiz.

10 statementsShuffled each roundInstant feedback

Answer Key — All 10 Statements

#Statement (summarized)Answer
1Heading Styles are optional — manually bold-and-enlarged text is equivalentFALSE — Styles enable TOC, consistency, accessibility
2Professional calendar invitations should include purpose and preparation requirementsTRUE
3"Final_FINAL_v3_actual.docx" is an acceptable version control methodFALSE — YYYY-MM-DD_Project_Type_vN is the standard
4Files in personal Drive remain accessible to the team if the owner leavesFALSE — Shared Drive required for organizational continuity
5Directly editing a colleague's document is the most professional review approachFALSE — Suggestion Mode or Comments is correct
6Presentation slides should contain everything the presenter plans to sayFALSE — slides support the presentation; one idea per slide
7Time blocking is a professional practice for protecting focused work timeTRUE
8Google Docs Suggestion Mode and Word Track Changes serve the same purposeTRUE — platform-specific equivalents of the same standard
9Reducing margins to 0.5 inches is acceptable when running out of spaceFALSE — 1 inch is the standard; edit content instead
10Shared Drives are preferred for team documents because they are organization-ownedTRUE
Calculator · Study Guide → Calculator Tab

🧮 Professional Time Audit

Five inputs, five outputs — quantifies the cost of disorganization

🧮
Professional Time Audit

Students enter their current work habits (emails, documents, meetings, hours lost to disorganization, target wage) and receive: annual hours lost, dollar cost of lost time, hours and dollars saved with professional systems, a productivity efficiency score, and a personalized highest-leverage recommendation.

5 inputs5 output metricsPersonalized recommendation

The Five Inputs

1. Emails managed daily (slider: 5–100)

Models email volume as a baseline workload indicator. Does not directly affect the disorganization cost calculation — it contributes to overall workload context and the productivity efficiency score.

2. Documents created per week (dropdown)

Higher document volume amplifies the cost of poor naming conventions and disorganized folders — more documents means more time lost searching for specific versions.

3. Meetings attended per week (dropdown)

Contributes to meeting waste calculation — every unstructured meeting wastes approximately 15 minutes (no agenda, late start, no clear close). Higher meeting count amplifies the benefit of calendar discipline.

4. Hours lost to disorganization weekly (slider: 0–15)

The primary input. Drives the annual hours lost and dollar cost calculations. Annualized over 48 working weeks. Students should estimate honestly — searching for files, re-creating lost work, recovering from naming confusion.

5. Target hourly wage

Four options from $15/hr (minimum wage) to $50/hr (senior professional). Sets the dollar multiplier for the time cost calculation — making the cost of disorganization concrete in career-relevant wage terms.

🎓
Facilitator Note — Calculator

Run the calculator at 5 hours lost per week at the $23/hr entry-level finance wage (the default). Annual hours lost: approximately 240. Dollar cost: $5,520 per year. Over a 35-year career: $193,200 in lost productive value — not counting compound effects on advancement and reputation. Ask: "If a professional systems upgrade costs you 2 hours of setup time, and saves you 240 hours per year, what is the ROI on that investment?" This bridges directly to ROI-on-education content from Unit 1.4.

Graded Assessment · g9-2-1-quiz.html

✏️ Unit Quiz Engine

20 questions from a 23-question bank — Quarter 2 opening assessment

✏️
Unit 2.1 Quiz Engine

Same engine as Units 1.1–1.4: 20 questions drawn from a 23-question bank, shuffled choices, instant feedback, full review, unlimited retakes. Unit 2.1 has a higher proportion of applied scenario questions than earlier units — it tests whether students can apply the professional standard, not just recognize it.

23-question bank20 drawn per attemptShuffled choicesUnlimited retakes

Question Bank Coverage

TypeCountTopics
Multiple Choice15Heading Styles, file naming, Suggestion Mode / Track Changes, calendar invitations, Shared Drive vs. personal Drive, time blocking, margin standards, document types, slide font size, Version History, Track Changes purpose, slide text volume, all-standards application, Shared Drive institutional risk
True / False8Margin standards, Shared Drive ownership, Suggestion Mode vs. Track Changes equivalence, meeting invitation requirements, personal Drive access after departure, reading slides word-for-word, YYYY-MM-DD sorting logic, Shared Drive organizational preference

Grading Scale

A
90–100%
Outstanding
B
80–89%
Strong
C
70–79%
Passing
D
60–69%
Approaching
F
0–59%
Not Yet
For Facilitators

🎓 Facilitator Notes

Sequencing, NAF/AOBF alignment, and Heritage-as-Capital discussion anchors

Recommended Learning Sequence

  • 1Study Guide (~30 min). All six topics. Emphasize the Do/Don't tables in Topics 2 and 5 — these are the most commonly tested content areas.
  • 2Tool Match (5–8 min). After completing: ask the Shared Drive organizational risk question verbally. Confirm understanding before proceeding.
  • 3Format It Right (10–15 min). After Scenario 3: assign the immediate file renaming activity — rename one existing file using YYYY-MM-DD convention right now.
  • 4True or False (8–10 min). Exit ticket. Below 7/10: re-read Topics 4 (file naming), 5 (formatting), and 6 (collaboration) before advancing.
  • 5Time Audit Calculator (10–15 min). Run at default settings first. Then ask students to estimate their own disorganization hours and compare results. Career-connect to ROI-on-education from Unit 1.4.
  • 6Unit Quiz independently. 70% minimum passing score. Students scoring below 70% should review the quiz's full-review feedback before retaking.

Heritage-as-Capital Discussion Anchors

  • 📋
    Introduction — The Presentation Layer as Equity Work"Mastering the professional presentation layer is not vanity — it is equity work." Ask: have you ever seen someone dismissed because of how they communicated — not what they said? What is the cost of that dismissal to them and to the organization that dismissed them?
  • 💡
    Topic 3 — Calendar Discipline as a Class Signal"Calendar behavior is a proxy for organizational capability." Ask: which professional habit taught in this unit would be easiest to adopt immediately? Which would be hardest? What would make it hard?
  • 🏛️
    Topic 6 — Shared Workspaces as Institutional Memory"Knowledge held by individuals is a vulnerability. Knowledge held by the organization is an asset." Ask: think of a community organization or church in Birmingham-Bessemer that lost important knowledge when a key person left. How would a Shared Drive system have protected that institution?

NAF / AOBF Alignment

Unit 2.1 TopicNAF Academy of Finance Standard
Google Docs / Microsoft WordBusiness Communication — professional document production
Google Slides / PowerPointProfessional Presentations — business communication standards
Google Calendar / schedulingWorkplace Readiness — time management and professional conduct
File naming conventionsInformation Management — data and document organization
Professional document formattingBusiness Writing — standards for professional documents
Collaboration in shared workspacesTeamwork and Collaboration — digital collaboration standards
Quick Reference — All Interactive Tools
🔗 Tool Match
6 pairs · Shuffled · No timer · Unlimited tries
📋 Format It Right
6 scenarios · 4 choices · Full explanation after each
⚖️ True / False
10 statements · Shuffled · Exit ticket recommended
🧮 Time Audit
5 inputs · Productivity score + dollar cost + recommendation
✏️ Unit Quiz
20/23 drawn · Graded A–F · Unlimited retakes
Heritage Anchors
Introduction · Topic 3 · Topic 6 · all three discussion-ready