Associated Teachers TV programme

KS2 PSHE: Personal Finance Education – The School Disco

Personal Finance Activities: Teachers Pack

Contents:

How to run a charities afternoon p. 2

Planning the research: helpful web links p. 3

Understanding profit and loss: suggested activities p. 4

Charities afternoon: pupil handout (activity planning sheet) p. 5

Self-evaluation sheet: pupil handout p. 6

KS2 PSHE – Personal Finance Education – How to run a Charities Afternoon

  • This is an event for the whole school organised and run by a particular class or year group (works well as an annual event).
  • The pupils select the charity or charities to be supported by the event.
  • Pupils organise a programme of activities that will be used to generate money for their selected charities. In order to develop pupils understanding of profit and loss, each activity should:
  • Involve an initial cost that needs to be covered by income e.g. cost of prizes, hire of equipment, materials or food.
  • Be the responsibility of a particular group of pupils – they’ll decide the nature of the activity; the organisation; the running and the tidying away!
  • The pupils will need to consider how the activities contribute to the over-all structure of the afternoon i.e. is there an interesting mix of activities or are they too similar? Are some activities too expensive?
  • Planning & Preparation – pupils should:
  • Use a spreadsheet to calculate expenditure and estimate the profit/loss for each activity and the event as a whole.
  • Organise the marketing of the event – publicity and information.
  • Organise the practical aspects of the event e.g. booking rooms, equipment, timings, jobs & responsibilities, practicalities e.g. giving change, storing money.
  • Conclusion & Plenary – use spreadsheet to calculate profit/loss, discuss the event – what went well, what could have been better. Make a set of recommendations for the next group of children who’ll be running a similar event.

Planning the Activities - Research Links

(Links correct as of 08.06.09)

Ten favourite activities for the School Fete

Useful information about how to run a fete and lots of ideas for activities in the ‘Attractions’ section:

An A to Z of Fundraising ideas - Oxfam

An A to Z of Fundraising ideas – Epilepsy Action

Top Fundraising Tips

KS2 PSHE – Understanding Profit & Loss: Suggested Activities

Before each of these activities pupils should decide whether their objective is to avoid making a loss; to break even or to make a profit. They should decide who will be responsible for any loss and who will benefit from any profit (e.g. the School Council or School Funds)

1. Fair Trade Awareness Day

  • Description: Class or school-based event.
  • Expenditure: Range of fair trade foods and drinks.
  • Possible income: Contributions, ticket sales, purchase of samples, sales of items, sponsorship.
  • Research:

2. Class party

  • Description: Class-based event.
  • Expenditure: Food, drinks, plates, cups, balloons, prizes.
  • Possible income: Contributions, ticket sales, sales of items.

3. Play/Drama Workshop

  • Description: Class or school-based event.
  • Expenditure: Hire of group.
  • Possible income: Contributions, ticket sales,refreshments, photos.

4. Day Trip

  • Description: Class-based event.
  • Expenditure: Admission, transport.
  • Possible income: Contributions, ticket sales.

5. Climbing Wall/Bungee Trampoline Day/Ice Rink

  • Description: School-based event.
  • Expenditure: Hire.
  • Possible income: Contributions, ticket sales, refreshments, photos.

KS2 PSHE – Personal Finance Education – The Charities Afternoon

Activity Planning Sheet

Our Activity

Estimated Costs

Item / Cost
e.g. 100 bread rolls / @ 5p per roll = 500p
Total Costs

Estimated Income

Source / Sales / Total
e.g. Burger sales @ 90p / 50 / £45.00
Total income

Profit/Loss

Income / Costs / Income - Costs

KS2 PSHE – Personal Finance Education

Self Evaluation Sheet

Name
This is what we were asked to do
This is what I did
This is what I’d do if we did it again
This is what I learned

1

Note to teachers

This document was not created by Teachers TV but the author has allowed us to publish it here to be used for educational purposes.