Principles of finance event participant instructions

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PERSONAL FINANCIAL LITERACY EVENT PARTICIPANT INSTRUCTIONS

PFN-19
Sample
CAREER CLUSTER
Finance
INSTRUCTIONAL AREA
Communication Skills
PRINCIPLES OF FINANCE EVENT
PARTICIPANT INSTRUCTIONS
? The event will be presented to you through your reading of the 21st Century Skills,
Performance Indicators and Event Situation. You will have up to 10 minutes to review this
information and prepare your presentation. You may make notes to use during your
presentation.
? You will have up to 10 minutes to make your presentation to the judge (you may have more
than one judge).
? You will be evaluated on how well you meet the performance indicators of this event.
? Turn in all of your notes and event materials when you have completed the event.
21st CENTURY SKILLS
? Critical Thinking - Reason effectively and use systems thinking.
? Communication - Communicate clearly.
? Creativity and Innovation - Show evidence of creativity.
PERFORMANCE INDICATORS
1. Explain the nature of effective verbal communications.
2. Explain communication techniques that support and encourage a speaker.
3. Interpret other's nonverbal cues.
4. Demonstrate active listening skills.
Published 2019 by DECA Inc. Copyright ? 2019 by DECA Inc. No part of this publication may be reproduced for
resale or posted online without written permission from the publisher. Printed in the United States of America.
PFN-19
Sample
EVENT SITUATION
You are to assume the role of a currency exchange teller at TRAVEL CHANGE, a foreign currency
exchange company. You will be meeting with a newly hired currency exchange teller (judge) to
discuss communication skills.
TRAVEL CHANGE has hundreds of locations around the world. Customers can exchange
currencies and purchase foreign currencies at each location.
The TRAVEL CHANGE location you work at is in a large metropolitan area in the United States
that is a destination for many foreign tourists. Most often, customers visiting your location want
to exchange their foreign currency for United States Dollars (USD). Currency exchange tellers at
your TRAVEL CHANGE location work with many customers each day that do not speak English at
all or have limited knowledge of the language. It is important that all employees are effective in
communicating with all customers.
You will be meeting with a newly hired exchange teller (judge) to explain how to effectively
communicate with all customers, even those that do not speak English. It is also important that
you explain how to demonstrate active listening skills and handle phone calls in a professional
manner.
You will explain effective communication skills to the new teller (judge) in a role-play to take
place at the front desk. The new teller (judge) will begin the role-play by asking you about
effective communication. After you have explained effective communications to the new teller
(judge) and have answered the new teller's (judge's) questions, the new teller (judge) will
conclude the role-play by thanking you for your work.
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JUDGE'S INSTRUCTIONS
DIRECTIONS, PROCEDURES AND JUDGE'S ROLE
In preparation for this event, you should review the following information with your event
manager and other judges:
1. Procedures
2. 21st Century Skills and Performance Indicators
3. Event Situation
4. Judge Situation Characterization
Participants may conduct a slightly different type of meeting and/or discussion with you
each time; however, it is important that the information you provide and the questions
you ask be uniform for every participant.
5. Judge's Evaluation Instructions
6. Judge's Evaluation Form
Please use a critical and consistent eye in rating each participant.
JUDGE SITUATION CHARACTERIZATION
You are to assume the role of a newly hired currency exchange teller at TRAVEL CHANGE, a
foreign currency exchange company. You will be meeting with another currency exchange teller
(participant) to discuss communication skills.
TRAVEL CHANGE has hundreds of locations around the world. Customers can exchange
currencies and purchase foreign currencies at each location..
The TRAVEL CHANGE location you work at is in a large metropolitan area in the United States
that is a destination for many foreign tourists. Most often, customers visiting your location want
to exchange their foreign currency to United States Dollars (USD). Currency exchange tellers at
your TRAVEL CHANGE location work with many customers each day that do not speak English at
all, or have limited knowledge of the language. It is important that all employees are effective in
communicating with all customers.
As a new employee, you will meet with another currency exchange teller (participant) to learn
how to effectively communicate with all customers, even those that do not speak English. The
teller (participant) will explain how to demonstrate active listening skills and handle phone calls
in a professional manner.
The currency exchange teller (participant) will explain effective communications to you in a
role-play to take place at the front desk. You will begin the role-play by asking about effective
3
PFN-19
Sample
communication. During the course of the role-play, you are to ask the following questions of
each participant:
1. How can our employees' communication skills positively and negatively impact a
business?
2. What are some strategies I can utilize to interpret nonverbal cues from customers who
speak an unfamiliar language.?
3. How can I adapt my communication style when interacting with customers with whom
we have a language barrier?
After the currency exchange teller (participant) has explained effective communication and has
answered your questions, you will conclude the role-play by thanking the currency exchange
teller (participant).
You are not to make any comments after the event is over except to thank the participant.
Answers will vary but should demonstrate a basic understanding of the concepts.
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Sample
JUDGE'S EVALUATION INSTRUCTIONS
Evaluation Form Information
The participants are to be evaluated on their ability to perform the specific performance
indicators stated on the cover sheet of this event and restated on the Judge's Evaluation Form.
Although you may see other performance indicators being demonstrated by the participants,
those listed in the Performance Indicators section are the critical ones you are measuring for this
particular event.
Evaluation Form Interpretation
The evaluation levels listed below and the evaluation rating procedures should be discussed
thoroughly with your event chairperson and the other judges to ensure complete and common
understanding for judging consistency.
Level of Evaluation Interpretation Level
Exceeds Expectations Participant demonstrated the performance indicator in
an extremely professional manner; greatly exceeds
business standards; would rank in the top 10% of
business personnel performing this performance
indicator.
Meets Expectations Participant demonstrated the performance indicator in
an acceptable and effective manner; meets at least
minimal business standards; there would be no need for
additional formalized training at this time; would rank
in the 70-89th percentile of business personnel
performing this performance indicator.
Below Expectations Participant demonstrated the performance indicator
with limited effectiveness; performance generally fell
below minimal business standards; additional training
would be required to improve knowledge, attitude
and/or skills; would rank in the 50-69th percentile of
business personnel performing this performance
indicator.
Little/No Value Participant demonstrated the performance indicator
with little or no effectiveness; a great deal of formal
training would be needed immediately; perhaps this
person should seek other employment; would rank in
the 0-49th percentile of business personnel performing
this performance indicator.
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PRINCIPLES OF FINANCE, 2019 Participant: _____________________
JUDGE'S EVALUATION FORM I.D. Number: ____________________
SAMPLE
INSTRUCTIONAL AREA
Communication Skills
Did the participant: Little/No Below Meets Exceeds Judged
Value Expectations Expectations Expectations Score
PERFORMANCE INDICATORS
1. Explain the nature of effective verbal 0-1-2-3-4-5 6-7-8-9-10 11-12-13-14 15-16-17-18
communications?
2. Explain communication techniques that 0-1-2-3-4-5 6-7-8-9-10 11-12-13-14 15-16-17-18
support and encourage a speaker?
3. Interpret other's nonverbal cues. 0-1-2-3-4-5 6-7-8-9-10 11-12-13-14 15-16-17-18
4. Demonstrate active listening skills? 0-1-2-3-4-5 6-7-8-9-10 11-12-13-14 15-16-17-18
21st CENTURY SKILLS
5. Reason effectively and use systems
thinking? 0-1 2-3 4-5 6-7
6. Communicate clearly? 0-1 2-3 4-5 6-7
7. Show evidence of creativity? 0-1 2-3 4-5 6-7
8. Overall impression and responses to 0-1 2-3 4-5 6-7
the judge's questions
TOTAL SCORE
6

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