BizPrep Workbook: BizTown Professional Services

BizPrep Workbook: BizTown Professional Services

You will find many important papers in this BizPrep Workbook. All workbook pages must be completed before coming to BizTown and must be brought with you on the day of your visit.

Items you will find in this workbook:

Job Descriptions Business Costs Loan/Grant Application Union Tribune Advertisement NBC TV Advertisement Channel 93.3 Radio Advertisement Epsilon Webpage Advertisement

Welcome BizTown Citizens!

We are excited for your school’s visit to BizTown and hope that you are ready to work! But before you can become an employee and citizen of BizTown, your team will need to complete this paperwork in order to start your business.

See you soon! JA BizTown Staff

Job Descriptions

CEO/CFO 1. Obtain bank loan. 2. Input employee payroll information. 3. Make business operational decisions. 4. Print and distribute employee paychecks. 5. Print and distribute business expense checks. 6. Keep a record of all business expenses/payments. 7. Make business deposits at the bank. 8. Assist with other business duties when employees are on break and if time is

available.

ATTORNEY

1. Make business operational decisions. 2. Reviews legal documents (Loan

Agreements, Promissory Notes, Rental Agreements, & Bank Charters).

3. Investigates criminal case(s) and prepares case results and recommendations in a speech to be presented at the Closing Town Meeting.

HUMAN RESOURCE SPECIALIST

1. Pickup supplies and materials. 2. Provide CEOs tips for public

speaking. 3. Interviewing nominated “Best

Workers” 4. Awarding bonus certificates. 5. Presenting the “Dressed for

Success” Certificate. 6. Prepare and give speeches at Town

Meetings.

INSURANCE AGENT

1. Pickup supplies and materials. 2. Issues Insurance Policies to cover property damage and liability 3. Invoices businesses for Insurance Policies and collects payment 4. Forwards collected payments to CEO/CFO 5. Determines validity and processes business Insurance Claim Form 6. Complete the Claim Settlement Letter.

Business Costs

SALARIES

Pay Total Student Name Account # Salary Periods Salary

CEO/CFO ______________________________________________ __________ $9.00 X 2 = _______________

Attorney _______________________________________________ __________ $8.50 X 2 = _______________

Human Resource Specialist 1 ______________________________ __________ $8.00 X 2 = _______________

Human Resource Specialist 2 ______________________________ __________ $8.00 X 2 = _______________

Insurance Agent 1 _______________________________________ __________ $8.00 X 2 = _______________

Insurance Agent 2 _______________________________________ __________ $8.00 X 2 = _______________

Total of All Salaries $____________________

OPERATING COSTS Utilities ($5 to Cox Communications) $5.00

Professional Services ($2 to County & City Administration) $2.00

Health Care ($4 to Kaiser Permanente) $4.00

Professional Services ($6 to H.G. Fenton Company) $6.00

Supplies ($5 to UPS) $5.00

Philanthropy ($2 to the San Diego Downtown Breakfast Rotary) $2.00

Advertising ($4 to Epsilon) $4.00

Utilities ($5 to SDG&E) $5.00

Advertising ($5 to Union Tribune, $5 to NBC 7, $15.00

& $5 to Channel 93.3 Radio)

Total Operating Costs $________________

Total Business Costs (Salaries + Operating Costs)

$

$

US Bank Loan Application

Business name: _________________

Do you provide a good or a service: _________________

Number of employees:________________

Total of all salaries: $_________________

BUSINESS COSTS INFORMATION

TOTAL OPERATING COSTS $ __________________

LOAN AMOUNT REQUESTED (Add employee salaries and operating costs together.) $ __________________

INTEREST AMOUNT (Multiply 5% times the Loan Amount Requested.) $ __________________

TOTAL AMOUNT OWED (Loan Amount Requested + Interest Amount)

____________________________________________________

(Business CEO’s Signature)

TO BE COMPLETED AT JA BizTown

Approved Denied __________________________________

(Credit Union CEO’s Signature)

Union Tribune Advertisement

The newspaper created at BizTown will have several stories along with a business spotlight and

photographs, as well as an advertisement for each business. Each business is responsible for creating a headline and text for their advertisement. On the day of the visit, the Union Tribune staff will lay out the

pages using the information you provide.

Create an advertisement in the spaces below.

1. Write a catchy headline for your business advertisement (no more than five words).

2. Write up to 30 words describing your business, and why citizens should visit your business.

NBC 7 TV Advertisement

BUSINESS NAME ______________________________________________________________________

Fill in answers to the questions below. At BizTown, the CEO of your business will schedule an interview

with the NBC 7 Anchor – you will need to bring this sheet to the interview.

Time: 30 seconds

Q: What does your business provide to the citizens of BizTown?

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Q: Why is your business an important part of BizTown?

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Q: What do you think will be the easiest/most difficult part of your job?

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Channel 93.3 Radio Advertisement

BUSINESS NAME ________________________________________________________________________

On the lines provided below, create a radio commercial for your business. A 30-second commercial is about 50 words. Print it clearly so that your advertisement can be read over the speakers by the On-Air Personality.

Time: 30 seconds

Intro - Hook

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Body - What is interesting about your business?

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Slogan - Come visit our business because….

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Epsilon Webpage Advertisement

BUSINESS NAME ________________________________________________________________________

On the lines provided below, create a webpage advertisement for your business. The information you provide

will be used to create your website.

Business Information: (what you do)

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Service Information: (services offered at your business)

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Products for sale at your business: (if you are a retail business)

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BizPrep Workbook: Channel 93.3 Radio







Job Descriptions

CEO/CFO

1. Obtain bank loan. 2. Input employee payroll

information. 3. Print and distribute employee

paychecks. 4. Print and distribute business

expense checks. 5. Keep a record of all business

expenses/payments. 6. Make business deposits at the

bank. 7. Supervise employees and business

operations.

ADVERTISEMENT EXECUTIVE

1. Prepares advertising flyers and

posters. 2. Sorts advertisements from each

Town business. 3. Forwards collected advertisement

payments to CFO. 4. Reviews and edits advertisements

to be read on the air. 5. Forwards advertisements to the

On-Air Personality for scheduling and reading.

6. Sells requests and dedications and operates sales computer.

ON-AIR PERSONALITY

1. Pickup supplies and materials. 2. Learns operation of broadcast

equipment. 3. Selects music for airtime. 4. Completes scheduling of on-air

play list. 5. Plays special requests. 6. Reads on-air advertisements,

announcements, weather, and “shout outs”, etc.

STATION ENGINEER

1. Becomes familiar with equipment

in the station 2. Becomes familiar with music. 3. Approves on-air playlist. 4. Works with Advertisement

Executive to ensure all ads are scheduled and aired.

Business Costs SALARIES


CEO/CFO _________________________________________ _________ $9.00 X 2 = _____________

Advertisement Executive 1 ___________________________ _________ $8.00 X 2 = _____________

Advertisement Executive 2 ___________________________ _________ $8.00 X 2 = _____________

On Air Personality 1 ________________________________ _________ $8.00 X 2 = _____________



Station Engineer 1 __________________________________ _________ $8.00 X 2 = _____________

Station Engineer 2 __________________________________ _________ $8.00 X 2 = _____________


OPERATING COSTS

Utilities ($5 to Cox Communications) $5.00





Supplies ($5 to the UPS Store) $5.00


Insurance ($4 to BizTown Professional Services) $4.00


Advertising ($5 to Union Tribune and $5 to NBC 7) $10.00



$

$

Mission Federal Credit Union Loan Application

Business name: _________________









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Approved Denied __________________________________










BUSINESS NAME ______________________________________________________________________



Time: 30 seconds


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Time: 30 seconds

Intro - Hook

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BizPrep Workbook: County & City Administration







Job Descriptions

MAYOR (CEO)

1. Delivers business advertising through TV, Radio & Newspaper.

2. Signs employee payroll checks. 3. Prepares and gives speeches at Town

Meetings. 4. Fills in for Town Treasurer when needed. 5. Awards Quality Business Award and Good

Citizen Certificates.

TOWN TREASURER (CFO)

1. Inputs employee payroll information. 2. Prints and distributes employee payroll

checks. 3. Prints and distributes other business expense

checks. 4. Keeps all records of business

expenses/payments. 5. Makes business deposits at bank. 6. Signs business checks, if Mayor is not

available.

JUDGE 1. Makes sure the laws are clearly posted for

all to view. 2. Hears cases of residents who have broken

the law. 3. Works closely with the Police Officer to

ensure residents receive a fair hearing. 4. Encourage citizens to vote.

PUBLIC AFFAIRS OFFICER

1. Becomes familiar with customer satisfaction survey.

2. Conducts customer satisfaction surveys to consumers.

3. Determines results of customer satisfaction surveys.

POLICE OFFICER

1. Escorts Mayor to morning and afternoon Town Meetings.

2. Patrol BizTown to ensure safety of citizens and visitors.

3. Report to Judge any infractions of BizTown laws.

4. Work with Public Defender and Judge to ensure a fair trial for all citizens accused of breaking the law.

ENVIRONMENTAL SPECIALIST

1. Pickup supplies and materials. 2. Keeping track of which break group recycles

the most cans and water bottles. 3. Recycles all paper in recycling bins. 4. Prepares and gives speeches at the Opening

and Closing Meetings.



Mayor ________________________________________________ __________ $9.00 X 2 = _______________

Town Treasurer (CFO) _____________________________________ __________ $8.50 X 2 = _______________

Judge _________________________________________________ __________ $9.00 X 2 = _______________

Police Officer 1 __________________________________________ __________ $8.50 X 2 = _______________

Police Officer 2 __________________________________________ __________ $8.50 X 2 = _______________

Environmental Specialist 1 ________________________________ __________ $8.00 X 2 = _______________

Environmental Specialist 2 ________________________________ __________ $8.00 X 2 = _______________

Public Affairs Officer 1 ____________________________________ __________ $8.00 X 2 = _______________

Public Affairs Officer 2 ____________________________________ __________ $8.00 X 2 = _______________








Philanthropy ($100 to Super Dentist) $100.00




Philanthropy ($15 to Scripps Institution of Oceanography) $15.00

Philanthropy ($160 to Hawthorne/CAT) $160.00

Philanthropy ($200 to Illumina) $200.00

Advertising ($5 to Union Tribune, $5 to NBC 7, & $5 to Channel 93.3 Radio) $15.00



$

$

Mission Federal Credit Union Grant Application

Business name: _________________


Number of employees: _______________




GRANT AMOUNT REQUESTED (Add employee salaries and operating costs together.) $ __________________

INTEREST AMOUNT (Multiply 5% times the Grant Amount Requested.) $ __________________

TOTAL AMOUNT REQUESTED (Grant Amount Requested + Interest Amount)

____________________________________________________



Approved Denied __________________________________

(Mission Federal CEO’s Signature)









BUSINESS NAME ______________________________________________________________________



Time: 30 seconds


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BUSINESS NAME ________________________________________________________________________


Time: 30 seconds

Intro - Hook

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BizPrep Workbook: Cox Communications







Job Descriptions

CEO

1. Obtain a loan from the bank. 2. Sign all business payroll and

expense checks. 3. Sign Rental Agreement for

business space. 4. Fill in for CFO when necessary. 5. Meet with personnel from other

businesses when they visit. 6. Supervise employees and business

operations. 7. Assist with other business duties

when employees are on break and if time is available.

CFO

1. Input employee payroll

information. 2. Print and distributes employee

payroll checks. 3. Print and distributes business

expense checks. 4. Keep all records of business

expenses and payments. 5. Sign business checks if CEO is not

available. 6. Assist with other business duties


FIELD SERVICE TECHNICIAN

1. Pickup supplies and materials. 2. Connects cable lines for all

businesses. 3. Delivers invoices. 4. Collects invoice payments.

CUSTOMER SERVICE

REPRESENTATIVE

1. Prepares advertising flyers and posters.

2. Conducts a customer satisfaction survey.

3. Manages the Cox service board. 4. Handles any customer problems.



CEO __________________________________________________ __________ $9.00 X 2 = _______________

CFO ___________________________________________________ __________ $8.50 X 2 = _______________

Field Service Technician 1 _________________________________ __________ $8.00 X 2 = _______________



Customer Service Representative 1 _________________________ __________ $8.00 X 2 = _______________

Customer Service Representative 2 _________________________ __________ $8.00 X 2 = _______________


OPERATING COSTS




Supplies ($5 to UPS Store) $5.00









$

$


Business name: _________________









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Approved Denied __________________________________


Union Tribune Advertisement The newspaper created at BizTown will have several stories along with a business spotlight and







BUSINESS NAME ______________________________________________________________________



Time: 30 seconds


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BUSINESS NAME ________________________________________________________________________


Time: 30 seconds

Intro - Hook

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BizPrep Workbook: Epsilon

You will find many important papers in this BizPrep Workbook. All workbook pages must be completed before coming to JA BizTown and must be brought with you on the day of your visit.






Job Descriptions

CEO/CFO

1. Obtain bank loan 2. Input employee payroll information 3. Make business operational decisions 4. Print and distribute employee paychecks 5. Print and distribute business expense checks 6. Keep a record of all business expenses/payments 7. Make business deposits 8. Supervise employees and business operations

WEB DESIGNER 1. Using supplied paperwork and job booklet, follow

instructions to create each businesses webpage 2. Continuously post and update webpages throughout the

day with paid advertisements from businesses

WEB ADVERTISEMENT EXECUTIVE 1. Pick up supply basket and distribute items to

employees 2. Gather advertisements from businesses and give to

Web Designer 3. Assist the Web Designer with the creation and

maintenance of the BizTown webpages

Business Costs

SALARIES


CEO/CFO ______________________________________________ __________ $9.00 X 2 = _______________

Web Designer 1 _________________________________________ __________ $8.50 X 2 = _______________

Web Designer 2 _________________________________________ __________ $8.50 X 2 = _______________

Web Advertisement Executive 1 ____________________________ __________ $8.00 X 2 = _______________

Web Advertisement Executive 2 ____________________________ __________ $8.00 X 2 = _______________














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Business name: _________________









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Approved Denied __________________________________










BUSINESS NAME ______________________________________________________________________



Time: 30 seconds


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Time: 30 seconds

Intro - Hook

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BizPrep Workbook: Hawthorne/CAT





We are excited for your school’s visit to the McGrath Family BizTown and hope that you are ready to work! But before you can become an employee and citizen of BizTown, your team will need to complete this paperwork in order to start your business.


Job Descriptions

CEO/CFO

1. Obtains bank loan. 2. Places orders for business advertising. 3. Supervises employees and oversees business operations. 4. Inputs employee payroll information. 5. Prints and distributes employee payroll checks. 6. Prints and distributes other business expense checks. 7. Signs employee payroll checks. 8. Assists with all business duties when employees are on break and if time

is available. 9. Gives speech at the Closing Town Hall Meeting.

SERVICE MANAGER

1. Receive parts from UPS 2. Utilize personal protective equipment 3. Provide paperwork to technicians 4. Supervise all work projects to guarantee the projects are completed safely and on time 5. Verify assembly of projects 6. Assist with disassembly if needed

TECHNICIAN

1. Utilize personal protective equipment 2. Receive paperwork and supplies from the Service Manager 3. Follow the project instructions to complete the work projects safely 4. Fill out service reports 5. At the end of the day, disassemble all completed products

Business Costs

SALARIES


CEO/CFO ______________________________________________ __________ $9.00 X 2 = _______________

Service Manager 1 _______________________________________ __________ $8.00 X 2 = _______________

Service Manager 2 ______________________________________ __________ $8.00 X 2 = _______________

Technician 1 ____________________________________________ __________ $8.00 X 2 = _______________

Technician 2 ____________________________________________ __________ $8.00 X 2 = _______________















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Business name: _________________









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Approved Denied __________________________________





newspaper using the information you provide.





BUSINESS NAME ______________________________________________________________________

Fill in answers to the questions below.

At BizTown, the CEO of your business will schedule an interview with the NBC 7 staff – you will need to bring this sheet to the interview.

Time: 30 seconds


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Time: 30 seconds

Intro - Hook

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BizPrep Workbook:

H.G. Fenton Company



Job Descriptions

Business Costs

Loan/Grant Application


NBC TV Advertisement





See you soon!

JA BizTown Staff

Job Descriptions

CEO/CFO

1. Obtain bank loan. 2. Input employee payroll information. 3. Print and distribute employee paychecks. 4. Print and distribute business expense checks. 5. Keep a record of all business expenses/payments. 6. Make business deposits at the bank. 7. Supervise employees and business operations. 8. Assist with other business duties when employees are on break and if time is

available.

PROPERTY APPRAISER

1. Pickup supplies and materials. 2. Prepares advertising flyers and posters. 3. Measures/surveys each business,

noting size and other relevant and required information.

4. Completes Property Appraisal for each business.

LEASING AGENT

1. Completes Rental Agreements. 2. Delivers rent bills. 3. Collects rent payments. 4. Forwards collected rent payments

to CEO/CFO.

Business Costs

SALARIES


CEO/CFO ______________________________________________ __________ $9.00 X 2 = _______________

Property Appraiser ______________________________________ __________ $8.00 X 2 = _______________

Leasing Agent ___________________________________________ __________ $8.00 X 2 = _______________


OPERATING COSTS

Utilities ($5 to Cox Communications) $5.00











Total Business Costs

(Salaries + Operating Costs)

$

$


Business name: _________________






LOAN AMOUNT REQUESTED

(Add employee salaries and operating costs together.) $ __________________

INTEREST AMOUNT

(Multiply 5% times the Loan Amount Requested.) $ __________________

TOTAL AMOUNT OWED

(Loan Amount Requested + Interest Amount)

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Approved Denied __________________________________






1. Write a catchy headline for your business advertisement (no more than five

words).



BUSINESS NAME ______________________________________________________________________

Fill in answers to the questions below. At JA BizTown, the CEO of your business will schedule an interview with the NBC 7 Anchor – you will need to bring this sheet to the interview.

Time: 30 seconds


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BUSINESS NAME ________________________________________________________________________

On the lines provided below, create a radio commercial for your business. A 30-second commercial is about 50

words. Print it clearly so that your advertisement can be read over the speakers by the On-Air Personality.

Time: 30 seconds

Intro - Hook

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BUSINESS NAME ________________________________________________________________________

On the lines provided below, create a webpage advertisement for your business. The information you provide will be used to create your website.


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BizPrep Workbook: Illumina





We are excited for your school’s visit to BizTown and hope that you are ready to work! But before you can become an employee and citizen of JA BizTown, your team will need to complete this paperwork in order to start your business.


Job Descriptions

CEO/CFO 1. Obtain a loan from the bank. 2. Prepare and give speech at Town

Meeting. 3. Sign all business payroll and

expense checks. 4. Meet with personnel from other




CTO 1. Review board meeting notes. 2. Prepare grant for new research in

partnership with Scripps shop. 3. Assist the CEO/CFO with their job

duties if time allows. 4. Help scientist and engineer with

their job duties, especially with the research and technology.

SCIENTIST 1. Read the challenge memo with

unknown pathogen needing to be identified.

2. Connect with Kaiser doctor about patient.

3. Use PPE equipment. 4. Follow science notebook for

experiment. 5. Sequence samples and report

results.

FIELD SCIENTIST/LIASON 1. Review overview booklet to become familiar with the shop. 2. Provide tour of your shop to visitors and give them their free gift. 3. Assist Scientist with research and experiments when necessary.

ENGINEER 1. Create and analyze a DNA strand. 2. Build DNA model and make note of components. 3. Work with team to provide direction and support for the sequencer inside of the shop.



CEO/CFO ______________________________________________ __________ $9.00 X 2 = _______________

CTO ___________________________________________________ __________ $8.50 X 2 = _______________

Scientist 1 ______________________________________________ __________ $8.00 X 2 = _______________

Scientist 2 ______________________________________________ __________ $8.00 X 2 = _______________

Scientist 3 ______________________________________________ __________ $8.00 X 2 = _______________

Field Scientist/Liaison 1 ___________________________________ __________ $8.00 X 2 = _______________

Field Scientist/Liaison 2 ___________________________________ __________ $8.00 X 2 = _______________

Engineer 1 _____________________________________________ __________ $8.00 X 2 = _______________

Engineer 2 _____________________________________________ __________ $8.00 X 2 = _______________















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$


Business name: _________________









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Approved Denied __________________________________









BUSINESS NAME ______________________________________________________________________

Fill in answers to the questions below. At JA BizTown, the CEO of your business will schedule an interview


Time: 30 seconds


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BUSINESS NAME ________________________________________________________________________


Time: 30 seconds

Intro - Hook

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Body - What is interesting about your shop?

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Slogan - Come visit our store because….

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BUSINESS NAME ________________________________________________________________________




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BizPrep Workbook: Jack in the Box







Job Descriptions

CEO

1. Obtain a loan from the bank. 2. Sign all business payroll and

expense checks. 3. Fill in for CFO when necessary. 4. Meet with personnel from other

businesses when they visit. 5. Supervise employees and

business operations. 6. Assist with other business duties

when employees are on break if time is available.

CFO

1. Input employee payroll information.

2. Print and distributes employee payroll checks.

3. Print and distributes business expense checks.

4. Keep all records of business expenses and payments.

5. Sign business checks if CEO is not available.

6. Assist with other business duties when employees are on break and if time is available.

GUEST SERVICE SPECIALIST

1. Pickup supplies and materials. 2. Takes customer orders and

receives payment. 3. Operates the POS system and

cash register. 4. Keeps equipment and work areas

clean. 5. Gives cash to the CFO to deposit.

FOOD SERVICE TECHNICIAN

1. Organizes food items for sale. 2. Prepares customer’s order and

delivers to Drive-Through Window Operator.

3. Keeps equipment and work area clean.

DRIVE-THROUGH WINDOW OPERATOR

1. Working with the Food Service Technician 2. Delivers orders to customers 3. Keeps equipment and work area clean.

Business Costs


CEO __________________________________________________ __________ $9.00 X 2 = _______________

CFO ___________________________________________________ __________ $8.50 X 2 = _______________

Guest Service Specialist 1 _________________________________ __________ $8.00 X 2 = _______________



Food Service Technician 1 _________________________________ __________ $8.00 X 2 = _______________



Drive-Through Window Operator 1 _________________________ __________ $8.00 X 2 = _______________

Drive-Through Window Operator 2 _________________________ __________ $8.00 X 2 = _______________

Total of All Salaries $____________________ OPERATING COSTS Utilities ($5 to Cox Communications) $5.00













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Business name: _________________









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Approved Denied __________________________________









BUSINESS NAME ______________________________________________________________________



Time: 30 seconds


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BUSINESS NAME ________________________________________________________________________


Time: 30 seconds

Intro - Hook

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BizPrep Workbook: Kaiser Permanente







Job Descriptions

CEO/CFO

1. Obtain bank loan. 2. Input employee payroll information. 3. Make business operational decisions. 4. Prepare and give speech at Town Meeting. 5. Prepare advertising flyer and posters. 6. Print and distribute employee paychecks. 7. Print and distribute business expense checks. 8. Keep a record of all business expenses/payments. 9. Make business deposits at the bank.

DOCTOR

1. Becomes familiar with materials and equipment.

2. Becomes familiar with patient surveys.

3. Meets with patients to discuss health concerns and review survey results.

4. Provides health check-ups to patients as requested.

5. Oversees all physical activity of patients using hospital equipment.

NUTRITIONIST 1. Pickup supplies and materials. 2. Administer a Health Survey to

patients. 3. Compiles survey results and

reviews them with the Doctor. 4. Assists the Receptionist.

RECEPTIONIST 1. Becomes familiar with materials and equipment. 2. Distributes health vouchers to businesses. 3. Greets patients and accept health care vouchers as they “sign in.” 4. Distributes health-care give-away. 5. Collects co-pay from designated citizens. 6. Assists patients in wellness check-up.



CEO/CFO ______________________________________________ __________ $9.00 X 2 = _______________

Doctor 1 _______________________________________________ __________ $9.00 X 2 = _______________

Doctor 2 _______________________________________________ __________ $9.00 X 2 = _______________

Doctor 3 _______________________________________________ __________ $9.00 X 2 = _______________

Nutritionist 1 ___________________________________________ __________ $8.50 X 2 = _______________

Nutritionist 2 ___________________________________________ __________ $8.50 X 2 = _______________

Nutritionist 3 ___________________________________________ __________ $8.50 X 2 = _______________

Receptionist 1 __________________________________________ __________ $8.00 X 2 = _______________

Receptionist 2 __________________________________________ __________ $8.00 X 2 = _______________














$

$


Business name: _________________









____________________________________________________



Approved Denied __________________________________










BUSINESS NAME ______________________________________________________________________



Time: 30 seconds


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BUSINESS NAME ________________________________________________________________________


Time: 30 seconds

Intro - Hook

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BizPrep Workbook: Mission Federal Credit Union







Job Descriptions

CEO

1. Prepare and give speech at Closing Town Meeting.

2. Sign all business payroll and expense checks.

3. Meet with personnel from other businesses when they visit.

4. Supervise employees and business operations.


CFO







TELLER

1. Greets members as they visit to make a deposit. 2. Processes paychecks and accepts personal deposits on the computer. 3. Disburses maximum of $2 cash per pay period to members. 4. Records customer personal account transactions in computer. Sorts personal checks and deposits by account number.

Business Costs

SALARIES Pay Total

Student Name Account # Salary Periods Salary

President & CEO ________________________________________ __________ $9.00 X 2 = _______________

CFO ___________________________________________________ __________ $8.50 X 2 = _______________

Teller 1 ________________________________________________ __________ $8.00 X 2 = _______________

Teller 2 ________________________________________________ __________ $8.00 X 2 = _______________

Teller 3 ________________________________________________ __________ $8.00 X 2 = _______________

Teller 4 ________________________________________________ __________ $8.00 X 2 = _______________

Teller 5 ________________________________________________ __________ $8.00 X 2 = _______________

Teller 6 ________________________________________________ __________ $8.00 X 2 = _______________
















$

$

SAMPLE LOAN APPLICATION

Business name: _________________









____________________________________________________



Approved Denied __________________________________










BUSINESS NAME ______________________________________________________________________



Time: 30 seconds


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Time: 30 seconds

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BizPrep Workbook: NBC 7 San Diego







Job Descriptions

CEO/CFO

1. Obtain bank loan. 2. Sign Rental Agreement for business

space. 3. Input employee payroll information. 4. Obtain a loan from the bank. 5. Print, sign and distribute employee

checks and business checks. 6. Keep all records of business and

expenses/payments 7. Assist with other business duties when

employees are on break if time is available.

DIRECTOR

1. Makes business operational decisions. 2. Plans the broadcast schedule for the day. 3. Confirms the schedule with all the CEOs. 4. Reviews and edits advertisements to be

read on the air. 5. Coordinates camera shots and directs the

camera operators. 6. Forwards advertisements to the Anchor

for scheduling and reading. 7. Secures interview subjects.

ANCHOR

1. Practices asking interview questions. 2. Schedules interviews with the Director. 3. Works in close partnership with the

Camera Operator. 4. Forwards news bulletins and articles to

the CEO for review/approval. 5. Reads on-air news items, advertisements,

announcements, weather, etc. 6. Assists potential interviewees to assure

success on first “take.”

CAMERA OPERATOR

1. Pickup supplies and materials. 2. Learns safe and correct operation of

camera equipment. 3. Reads and understands processes for

effective filming. 4. Films studio interviews. 5. Works in close partnership with the

Anchor and the other Camera Operator.

AUDIO MIXER

1. Works closely with the Stage Manager. 2. Sound checks all microphones. 3. Mixes the sound levels during broadcast. 4. Collects advertisement payments.

STAGE MANAGER

1. Cue host/anchors & guest talent. 2. Controls lighting for the broadcast. 3. Times the segments. 4. Switch to the screen saver once the

broadcast is over.



CEO/CFO _________________________________________ _________ $9.00 X 2 = _____________

Director __________________________________________ _________ $8.50 X 2 = _____________

Anchor 1 _________________________________________ _________ $8.00 X 2 = _____________

Anchor 2 _________________________________________ _________ $8.00 X 2 = _____________

Camera Operator 1 _________________________________ _________ $8.00 X 2 = _____________

Camera Operator 2 _________________________________ _________ $8.00 X 2 = _____________

Audio Mixer _______________________________________ _________ $8.00 X 2 = _____________

Stage Manager ____________________________________ _________ $8.00 X 2 = _____________











Advertising ($5 to Union Tribune & $5 to Channel 93.3 Radio) $10.00



$

$


Business name: _________________









____________________________________________________



Approved Denied __________________________________









BUSINESS NAME ________________________________________________________________________


Time: 30 seconds

Intro - Hook

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BizPrep Workbook:

The Nemeth Veterinary Clinic and Adoption Center







Job Descriptions

CEO/CFO 1. Supervises employees and oversees business operations. 2. Prepare and give speech at Opening Town Meeting. 3. Input employee payroll information. 4. Sign all business payroll and expense checks. 5. Assist with other business duties when employees are on

break and if time is available. 6. Print and distributes employee payroll checks. 7. Print and distributes business expense checks. 8. Keep all records of business expenses and payments.

Veterinarian

1. With team to determine prices for services and animals. 2. Diagnose and resolve medical challenge cases. 3. Conduct medical exams on animals. 4. Meet with adopters if animal has a medical waiver and

explain the proper treatment. 5. Socialize adoptable pets. 6. Clean animal habitats if messy.

Educator

1. Pickup supplies and materials.

2. Discuss with team to determine pricing.

3. Greet guests and promote tour.

4. Collect payment for tours from guests.

5. Handout gift to guests who have taken the tour.

6. Prepares posters and flyers for product advertising.

Adoption Counselor 1. With team to determine

prices for services and animals.

2. Greet guests, if they want a tour send them to the Educator.

3. Work with Educator to assess potential adoptions.

4. Complete adoptions by collecting all necessary materials and giving final paperwork to CE/CFO.




CEO/CFO ______________________________________________ __________ $9.00 X 2 = _______________

Veterinarian 1 ___________________________________________ __________ $8.50 X 2 = _______________

Veterinarian 2 __________________________________________ __________ $8.50 X 2 = _______________

Educator 1 ______________________________________________ __________ $8.00 X 2 = _______________

Educator 2 _____________________________________________ __________ $8.00 X 2 = _______________

Educator 3 _____________________________________________ __________ $8.00 X 2 = _______________

Adoption Counselor 1 ____________________________________ __________ $8.00 X 2 = _______________

Adoption Counselor 2 ____________________________________ __________ $8.00 X 2 = _______________















$

$


Business name: _________________









____________________________________________________



Approved Denied __________________________________









BUSINESS NAME ______________________________________________________________________



Time: 30 seconds


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Time: 30 seconds

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BizPrep Workbook: Scripps Institution of Oceanography







Job Descriptions

CEO/CFO

1. Obtain bank loan. 2. Input employee payroll information. 3. Make business operational decisions. 4. Prepare and give speech at Town Meeting. 5. Prepare advertising flyer and posters. 6. Print and distribute employee paychecks. 7. Print and distribute business expense checks. 8. Keep a record of all business expenses/payments. 9. Make business deposits at the bank.

SEISMIC RESEARCHER

1. Help determine the price of products

for sale. 2. Conduct research on earthquake

activity. 3. Research solutions to problems in the

environment affecting the community.

4. Works closely with the Sales Representative to promote new research to customers on a tour of the business.

5. Update the CEO on the research and possible solutions or discoveries.

SHARK RESEARCHER

1. Help determine the price of products for sale.

2. Conduct research on sharks. 3. Research solutions to problems in the

environment affecting the community. 4. Works closely with the Sales

Representative to promote new research to customers on a tour of the business.

5. Update the CEO on the research and possible solutions or discoveries.

VISITOR SERVICES REPRESENTATIVE

1. Pickup supplies and materials. 2. Conduct tours of the business. 3. Encourage citizens and businesses to buy the product or support research for

future discoveries. 4. Works closely with the Researchers to promote new technology. 5. Prepares advertising flyers and posters.



CEO/CFO __________________________________________________ __________ $9.00 X 2 = ________________

Seismic Researcher 1 ________________________________________ __________ $8.00 X 2 = ________________

Seismic Researcher 2 ________________________________________ __________ $8.00 X 2 = ________________

Shark Researcher 1 __________________________________________ __________ $8.00 X 2 = ________________

Shark Researcher 2 __________________________________________ __________ $8.00 X 2 = ________________

Visitor Services Representative 1 _______________________________ __________ $8.00 X 2 = ________________

Visitor Services Representative 2 _______________________________ __________ $8.00 X 2 = ________________















$

$


Business name: _________________









____________________________________________________



Approved Denied __________________________________










BUSINESS NAME ______________________________________________________________________



Time: 30 seconds


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BUSINESS NAME ________________________________________________________________________


Time: 30 seconds

Intro - Hook

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BizPrep Workbook: San Diego International Airport







Job Descriptions

CEO/CFO 1. Obtain bank loan. 2. Input employee payroll information. 3. Prepare and give speech at Town Meeting. 4. Print and distribute employee paychecks. 5. Print and distribute business expense checks. 6. Signs all business payroll and expense checks. 7. Make business deposits at the bank.

STATION MANAGER 1. Sells tickets for flights 2. Keeps track of passengers on a flight

schedule 3. Assists passengers on the plane 4. Ensures all passengers are safely

seated 5. Turns on flight simulator 6. Assists passengers with souvenir

purchases 7. Assist with other business duties when

employees are on break

CONCESSIONS MANAGER 1. Pickup supplies and materials. 2. Works with CEO & business team to

determine product prices. 3. Greets customers and assists them with

sales. 4. Accepts payments for sale of products. 5. Forwards payments to the CEO/CFO. 6. Assist with other business duties when

employees are on break



CEO/CFO ______________________________________________ __________ $9.00 X 2 = _______________

Station Manager 1 _______________________________________ __________ $8.00 X 2 = _______________

Station Manager 2 _______________________________________ __________ $8.00 X 2 = _______________

Concessions Manager 1 ___________________________________ __________ $8.00 X 2 = _______________

Concessions Manager 2 ___________________________________ __________ $8.00 X 2 = _______________















$

$


Business name: _________________









____________________________________________________



Approved Denied __________________________________







1. Write a catchy headline for your business advertisement (no more than five

words).



BUSINESS NAME ______________________________________________________________________



Time: 30 seconds


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Time: 30 seconds

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BizPrep Workbook: San Diego Downtown

Breakfast Rotary







Job Descriptions

CEO/CFO

1. Input employee payroll information 2. Make business operational decisions 3. Prepare and give speeches at Town

Meetings. 4. Prepare advertising flyer and posters. 5. Print and distribute employee

paychecks. 6. Print and distribute business expense

checks 7. Keep a record of all business

expenses/payments. 8. Make business deposits at the bank. 9. Supervise employees and business

operations.

PROGRAM OFFICER

1. Pickup supplies and materials. 2. Describes the impact funding a

charity would have on the community.

3. Survey the community for which cause(s) they want to fund.

4. Informs the CEO/CFO of all businesses and individuals that have donated money.

Business Costs

SALARIES


CEO/CFO ______________________________________________ __________ $9.00 X 2 = _______________

Program Officer 1 _______________________________________ __________ $8.00 X 2 = _______________









Philanthropy ($15 to Scripps Institution of Oceanography for Shark Research) $15.00

Professional Services ($4 to Epsilon) $4.00







$

$

US Bank Grant Application

Business name: _________________









____________________________________________________



Approved Denied __________________________________

(US Bank CEO’s Signature)


The newspaper created at BizTown will have several stories along with a business spotlight and photographs, as well as an advertisement for each business. Each business is responsible for creating a

headline and text for their advertisement. On the day of the visit, the Union Tribune staff will lay out the pages using the information you provide.





BUSINESS NAME ______________________________________________________________________



Time: 30 seconds


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BUSINESS NAME ________________________________________________________________________


Time: 30 seconds

Intro - Hook

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BizPrep Workbook:

SDG&E







Job Descriptions

CEO/CFO

1. Input employee payroll information. 2. Print and distributes employee payroll

checks. 3. Print and distributes business expense

checks. 4. Keep all records of business expenses and

payments. 5. Obtain a loan from the bank. 6. Prepare and give speech at Closing Town

Meeting. 7. Sign all business payroll and expense

checks. 8. Meet with personnel from other businesses

when they visit. 9. Supervise employees and business

operations. 10. Assist with other business duties when

employees are on break and if time is available.

ENGINEER

1. Conduct energy audits

2. Speak to businesses to recommend ways they can conserve energy

3. Assist other employees in your shop

CUSTOMER SERVICE ACCOUNT EXECUTIVE

1. Conduct customer satisfaction

surveys for all the businesses in

BizTown.

2. Collect payments from each

shop.

ENERGY EDUCATOR

1. Pickup supplies and materials.

2. Conduct Energy Saving Survey

Business Costs

SALARIES


CEO/CFO _______________________________________________ __________ $9.00 X 2 = _______________

Engineer 1 ______________________________________________ __________ $8.50 X 2 = _______________

Engineer 2 ______________________________________________ __________ $8.50 X 2 = _______________

Customer Service Acct Exec 1 ______________________________ __________ $8.00 X 2 = _______________

Customer Service Acct Exec 2 ______________________________ __________ $8.00 X 2 = _______________

Energy Educator 1 ________________________________________ __________ $8.00 X 2 = _______________

Energy Educator 2 ________________________________________ __________ $8.00 X 2 = _______________














$

$


Business name: _________________









____________________________________________________



Approved Denied __________________________________



The newspaper created at BizTown will have several stories along with a business spotlight and photographs, as well as an advertisement for each business. Each business is responsible for creating a

headline and text for their advertisement. On the day of the visit, the Union Tribune staff will lay out the pages using the information you provide.





BUSINESS NAME ______________________________________________________________________



Time: 30 seconds


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BUSINESS NAME ________________________________________________________________________


Time: 30 seconds

Intro - Hook

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BizPrep Workbook: The Super Dentists







CEO/CFO 1. Supervises employees and oversees business operations. 2. Prepare and give speech at Opening Town Meeting. 3. Input employee payroll information. 4. Sign all business payroll and expense checks. 5. Assist with other business duties when employees are on

break and if time is available. 6. Print and distributes employee payroll checks. 7. Print and distributes business expense checks. 8. Keep all records of business expenses and payments.

Activities Coordinator 1. Pickup supplies and

materials. 2. Works with team to

determine product prices.

3. Prepares entertainment area with product display.

4. Greets customers and assists them with sales.

5. Learns to operate the sales computer.


Super Kid 1. Assists Activities Coordinator. 2. Becomes familiar with the

entertainment section of business.

3. Distributes vouchers to businesses.

4. Greets customers and accepts appointment vouchers.

5. Educates citizens on the importance of oral health.


Super Orthodontist 1. Greet citizens coming in for an oral

health checkup. 2. Becomes familiar with materials and

equipment in the shop. 3. Meets with citizens regarding their

oral health needs. 4. Oversee all activity of patients using

dental equipment. 5. Distributes health care giveaway.

Super Pediatric Dentist 1. Greet citizens coming in for an oral

health checkup. 2. Becomes familiar with materials and

equipment in the shop. 3. Meets with citizens regarding their oral

health needs. 4. Oversee all activity of patients using

dental equipment. 5. Distributes health care giveaway.

Job Descriptions



CEO/CFO ______________________________________________ __________ $9.00 X 2 = _______________

Super Orthodontist 1 _____________________________________ __________ $8.50 X 2 = _______________

Super Orthodontist 2 _____________________________________ __________ $8.50 X 2 = _______________

Super Pediatric Dentist 1 __________________________________ __________ $8.50 X 2 = _______________

Super Pediatric Dentist 2 __________________________________ __________ $8.50 X 2 = _______________

Activities Coordinator 1 ___________________________________ __________ $8.00 X 2 = _______________




Super Kid 1 _____________________________________________ __________ $8.00 X 2 = _______________

Super Kid 2 _____________________________________________ __________ $8.00 X 2 = _______________

Super Kid 3 _____________________________________________ __________ $8.00 X 2 = _______________















$

$


Business name: _________________









____________________________________________________



Approved Denied __________________________________

(US Bank CEO’s Signature)








BUSINESS NAME ______________________________________________________________________



Time: 30 seconds


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BUSINESS NAME ________________________________________________________________________


Time: 30 seconds

Intro - Hook

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BizPrep Workbook: The San Diego Union Tribune







Job Descriptions

CEO

1. Obtain a loan from the bank. 2. Prepare and give speech at

Opening Town Meeting. 3. Sign all business payroll and

expense checks. 4. Fill in for CFO when necessary. 5. Meet with personnel from other



when employees are on break if time is available.

CFO







EDITOR/ART LAYOUT

1. Lays out advertisements, articles, surveys, etc. for each page of the newspaper.

2. Proofreads all submitted articles and advertisements.

3. Assists in selling of the newspaper.

REPORTER

1. Conducts interviews and surveys to be published in the newspaper.

2. Writes news articles. 3. Types written copy into

newspaper template for publication.

4. Assists in selling of the newspaper. ADVERTISING EXECUTIVE

1. Types and designs business

advertisements on the computer. 2. Collects advertising payment from

each business. 3. Assists in selling of the

newspaper.

PHOTOGRAPHER 1. Pickup supplies and materials. 2. Takes photographs of officials,

citizens, etc., at Town events. 3. Visits each business and

photographs all employees. 4. Assists in selling of the newspaper.



CEO __________________________________________________ __________ $9.00 X 2 = _______________

CFO ___________________________________________________ __________ $8.50 X 2 = _______________

Editor 1 ________________________________________________ __________ $8.50 X 2 = _______________

Editor 2 ________________________________________________ __________ $8.50 X 2 = _______________

Reporter 1 _____________________________________________ __________ $8.00 X 2 = _______________

Reporter 2 _____________________________________________ __________ $8.00 X 2 = _______________

Reporter 3 _____________________________________________ __________ $8.00 X 2 = _______________

Advertisement Executive 1 ________________________________ __________ $8.00 X 2 = _______________

Advertisement Executive 2 ________________________________ __________ $8.00 X 2 = _______________

Photographer 1 _________________________________________ __________ $8.00 X 2 = _______________

Photographer 2 _________________________________________ __________ $8.00 X 2 = _______________











Advertising ($5 to NBC 7 & $5 to Channel 93.3 Radio) $10.00



$

$


Business name: _________________









____________________________________________________



Approved Denied __________________________________










BUSINESS NAME ______________________________________________________________________



Time: 30 seconds


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BUSINESS NAME ________________________________________________________________________


Time: 30 seconds

Intro - Hook

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BUSINESS NAME ________________________________________________________________________




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BizPrep Workbook:

The UPS Store







Job Descriptions

CEO

1. Obtain a loan from the bank. 2. Prepare and give speech at Town

Meeting. 3. Sign all business payroll and expense

checks. 4. Fill in for CFO when necessary. 5. Meet with personnel from other




CFO



checks. 4. Keep all records of business expenses

and payments. 5. Sign business checks if CEO is not

available. 6. Assist with other business duties when


SALES MANAGER

1. Prepares sales area with product display.

2. Works with CEO & sales team to determine product prices.

3. Forwards payments to the CFO. 4. Takes customer orders and

personalizes products, when appropriate.

SALES REPRESENTATIVE

1. Prepares cashier area. 2. Learns to operate the sales computer. 3. Works with CEO & sales team to

determine product prices. 4. Accepts payments for sale of products. 5. Takes customer orders and

personalizes products, when appropriate.

PACKAGE HANDLER

1. Pickup supplies and materials. 2. Collects and sorts mail from the Mail Drop. 3. Delivers business and personal mail.

Business Costs

SALARIES Pay Total


CEO __________________________________________________ __________ $9.00 X 2 = _______________

CFO ___________________________________________________ __________ $8.50 X 2 = _______________

Sales Manager 1 _________________________________________ __________ $8.00 X 2 = _______________

Sales Manager 2 _________________________________________ __________ $8.00 X 2 = _______________

Package Handler 1 _______________________________________ __________ $8.00 X 2 = _______________



Sales Representative 1 ____________________________________ __________ $8.00 X 2 = _______________

Sales Representative 2 ____________________________________ __________ $8.00 X 2 = _______________














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$


Business name: _________________









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BUSINESS NAME ______________________________________________________________________



Time: 30 seconds


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Time: 30 seconds

Intro - Hook

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BizPrep Workbook:

US Bank







Job Descriptions

CEO

1. Obtain a loan from the bank. 2. Prepare and give speech at

Closing Town Meeting. 3. Sign all business payroll and

expense checks. 4. Meet with personnel from other




CFO



checks. 4. Keep all records of business expenses and

payments. 5. Sign business checks if CEO is not available. 6. Assist with other business duties when


TELLER

1. Greets customers as they visit to make a deposit. 2. Processes paychecks and accepts personal deposits on the computer. 3. Disburses maximum of $2 cash per pay period to customers. 4. Records customer personal account transactions in computer. 5. Sorts personal checks and deposits by account number.

Business Costs

SALARIES Pay Total


CEO __________________________________________________ __________ $9.00 X 2 = _______________

CFO ___________________________________________________ __________ $8.50 X 2 = _______________

Teller 1 ________________________________________________ __________ $8.00 X 2 = _______________

Teller 2 ________________________________________________ __________ $8.00 X 2 = _______________

Teller 3 ________________________________________________ __________ $8.00 X 2 = _______________

Teller 4 ________________________________________________ __________ $8.00 X 2 = _______________

Teller 5 ________________________________________________ __________ $8.00 X 2 = _______________

Teller 6 ________________________________________________ __________ $8.00 X 2 = _______________
















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$

SAMPLE LOAN APPLICATION

Business name: _________________









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Approved Denied __________________________________










BUSINESS NAME ______________________________________________________________________



Time: 30 seconds


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BUSINESS NAME ________________________________________________________________________


Time: 30 seconds

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Documents

BizPrep Workbook: BizTown Professional Services