“Making a Monthly Budget” Project Presentation Guidelines

By the time you start creating your presentation, you have chosen a career based on your education card, tracked your own food habits, researched a place to live, found a car or alternate transportation, been issued an insurance plan, and thought about what entertainment you would spend money on and why you would save. Now, it’s time to put all that great work together into a cohesive presentation.

Guidelines:

  1. The presentation must be done on a half-poster.
  2. The presentation should be well-organized and visually appealing
  3. The following information must be included: education level, chosen career, gross annual salary, federal/state taxes, net annual salary and net monthly salary. (All of this can be found on your monthly budget or career worksheet.
  4. Your monthly budget must be clearly displayed
  5. For each category of your budget, you must have some sort of explanation for the amount of money you allocated.
  1. Food: what type of food habits do you have? Do you eat out more? Do you eat home cooked meals more often?
  2. Rent/Mortgage: What type of housing did you chose? Include a picture and description. Are you living with roommates? Are you paying property taxes?

i. Property taxes: (for those of you who own a house and are paying a mortgage) Give an interesting fact about property taxes.

  1. Transportation: Do you have a car? Do you ride the bus? Include visuals.
  2. Insurance: What factors were considered when you talked with the “insurance company”? What types of insurances are you paying for?
  3. Entertainment: What is included in this category? What do you want to spend your money on?
  4. Savings: What are important things to save for? Why should we even have a savings category?
  5. Loans: (for those with a bachelor’s degree or higher) Find an interesting fact about student loans.
  1. A reflection must be included on the back of the poster. This is a way to connect what you learned from this project to how it can help you in real life. It can be an essay about something you liked/didn’t like, something you learned, or something you found interesting. It can also be written in the form of a journal entry (think: “A day in the life of…”)

You will be graded on how realistic your budget is, your presentation, content, reflection and accuracy of math calculations.