2012-2013 PBL National Rating Sheets

PBL RATING SHEETS
RATING SHEETS
Accounting Analysis & Decision Making Business CommunicationProduction Business Decision MakingPerformance Business EthicsPerformance Business PresentationPerformance Client ServicePerformance Community Service ProjectReport Community Service ProjectPerformance Digital Video ProductionProduction Digital Video ProductionPerformance Economic Analysis & Decision Making Emerging Business IssuesPerformance Financial Analysis & Decision Making Financial ServicesPerformance Free Enterprise ProjectReport Free Enterprise ProjectPerformance Future Business EducatorInterview Preliminary Future Business EducatorInterview Final Future Business ExecutiveInterview Help DeskPerformance Hospitality ManagementPerformance Human Resource ManagementPerformance Impromptu SpeakingPerformance Integrated Marketing Campaign Job InterviewInterview Local Chapter Annual Business ReportReport Management Analysis & Decision MakingPerformance Marketing Analysis & Decision MakingPerformance Network DesignPerformance Parliamentary ProcedurePerformance Public SpeakingPerformance Sales PresentationPerformance Small Business Management PlanReport Small Business Management PlanPerformance Strategic Analysis & Decision Making Web Site DesignProduction Web Site DesignPerformance Statement of AssuranceEvent Entry Form Future Business Executive Job Application Job Interview Employment Application 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 36 37 38 39 40 41 44
CHAPTER MANAGEMENT HANDBOOK 2012
RATING SHEETS-1
PBL RATING SHEETS
PBL ACCOUNTING ANALYSIS & DECISION MAKING

Performance Rating Sheet
Final Round
Not Evaluation Item Demonstra ted
Does Not Meet Expectation s
Meets Expectatio ns
Exceeds Expectatio ns
Points Earned
Content
Problem is understood and well defined Ratio analysis is conducted and discussed Inventory valuation discussed Depreciation alternatives discussed 0 0 0 0 0 0 0 17 15 15 17 13 13 13 814 610 610 814 47 47 47 1520 1115 1115 1520 810 810 810
Delivery
Statements are well organized and clearly stated; appropriate business language used Participants show self-confidence, poise, and good voice projection Demonstrates the ability to effectively answer questions
Subtotal Dress Code Penalty: Deduct five points when dress code is not followed. Penalty Deduct five points for failure to follow guidelines. Final Score Objective Test Score (to be used in the event of a tie)
Name(s ): Educational Institute: Judges Signature: Judges Comments: Stat e: Date :
/100 max.
/100 max.
RATING SHEETS-2 2012
CHAPTER MANAGEMENT HANDBOOK
PBL RATING SHEETS
PBL BUSINESS COMMUNICATION

Production Rating Sheet
Not Evaluation Item Demonstra ted Does Not Meet Expectation s Meets Expectatio ns Exceeds Expectatio ns Points Earne d
Content
Position is clearly stated and consistently maintained. Clear reference(s) to the issue(s) are stated Information provided clearly supports the position; evidence is sufficient Organization and structure of the exercise is clearly developed Readabilityuse of headings and transitions Tone is consistent and enhances persuasiveness or is convincing 0 0 0 0 0 15 15 15 13 15 610 610 610 47 610 1115 1115 1115 810 1115
Organization
Writing style Mechanics including punctuation, spelling, and capitalization are correct 0 0 13 17 47 814 810 15-20
Total Writing Sample Score

/100 max.
RATING SHEETS-3
PBL RATING SHEETS
PBL BUSINESS DECISION MAKING

Revised 2012-13 Final Round
Not Evaluation Item Demonstra ted Does Not Meet Expectation s Meets Expectatio ns Exceeds Expectatio ns Points Earned
Content
Problem is understood and well defined Alternatives are recognized with pros and cons stated and evaluated Logical solution is selected with positive and negative aspects of its implementation given Anticipated results are based on correct reasoning 0 0 0 0 17 15 15 17 8-14 610 610 8-14 15-20 1115 1115 15-20
Delivery
Statements are well organized and clearly stated; appropriate business language is used Participants demonstrate selfconfidence, poise, and good voice projection Demonstrates the ability to effectively answer questions 0 0 0 13 13 13 47 47 47 810 810 810
Subtotal Penalty Deduct five (5) points for failure to follow guidelines. Dress Code Penalty Deduct five (5) points when dress code is not followed. Final Score Objective Test Score (to be used in the event of a tie)
/100 max.
/100 max.
PBL RATING SHEETS
PBL BUSINESS ETHICS

Preliminary Round Final Round
Content and Recommendation

Situation is understood and effectively defined Ethical dimensions of the problem are clearly defined Teams position is clearly stated Effective ethical solution is offered Quality of research Written case synopsis; clearly written with references 0 0 0 0 0 0 15 13 13 15 13 15 610 47 47 610 47 610 1115 810 810 1115 810 1115
Delivery
Statements are well organized and clearly stated, appropriate business language used Demonstrates self-confidence, poise, and good voice projection All team members actively participate in the presentation Demonstrates the ability to effectively answer questions 0 0 0 0 13 12 12 12 47 34 34 34 810 5 5 5
Subtotal
/100 max.
Time Penalty Deduct five (5) points for presentation over seven (7) minutes. Time: Penalty Deduct five (5) points for failure to follow guidelines (no synopsis or synopsis over 500
words)
Dress Code Penalty Deduct five (5) points when dress code is not followed. Total Points Final Score
/100 max. /100 max.
RATING SHEETS-5
PBL RATING SHEETS
PBL BUSINESS PRESENTATION

Revised 2012-13 Preliminary Round Final Round
Meets Expectatio ns
Points Earne d
Content
Presentation clearly related to topic Purpose clearly stated Effectively uses a variety of program features such as text, graphics, and transitions. Quality of design is professional; design elements are appropriate for a business presentation; e.g., color choice, font style and size, and so forth Technology is effectively integrated into overall presentation Suitability and accuracy of statements in presentation 0 0 0 0 13 12 13 13 47 34 47 47 810 5 810 810
0 0
126 12
6-10 34
11-15 5
Organization
Topic adequately developed Logical sequence of ideas Accomplished purpose 0 0 0 0 0 0 12 12 12 13 13 13 34 34 34 47 47 47 5 5 5 810 810 810
Delivery
Presentation and statements are well organized and clearly stated; appropriate business language used Demonstrates ability to effectively answer questions Demonstrates self-confidence, poise, and good voice projection
Subtotal
/100 max.
Time Penalty Deduct five (5) points for presentation over seven (7) minutes. Time: Penalty Deduct five (5) points for failure to follow guidelines. Dress Code Penalty Deduct five (5) points when dress code is not followed. Final Score
Name(s ): Educational Institute: Stat e:
/100 max.
PBL RATING SHEETS

Judges Signature: Judges Comments: Date :
RATING SHEETS-7
PBL RATING SHEETS
PBL CLIENT SERVICE

Content
Scenario is understood and well defined Participants position is clearly stated Effective solution is offered 0 0 0 0 0 0 0 0 15 15 15 15 1-2 13 15 13 610 610 610 610 3-4 47 610 47 1115 1115 1115 1115 5 810 1115 810
Delivery
Statements are well organized and clearly stated Participant displays empathy/diplomacy when responding to situation Participant demonstrates selfconfidence, poise, and good voice projection Demonstrates ability to ask and answer questions effectively Participant actively interacts with judges
Subtotal
Penalty Deduct five (5) points for failure to follow guidelines. Dress Code Penalty Deduct five (5) points when dress code is not followed.
/100 max.
Final Score
/100 max.
PBL RATING SHEETS
PBL COMMUNITY SERVICE PROJECT

Report Rating Sheet
Content
Purpose of Project Statement of project goals Service to the community and its citizens Planning and development of project Implementation of project Impact and benefits to the community Evidence of publicity 0 15 610 1115
0 0 0 0 0 0 0
15 15 18 12 13 12 13
610 610 918 34 47 34 47
1115 1115 1925 5 810 5 810
Report Format
Clear and concise presentation with logical arrangement of information following the rating sheet Creativity of the written presentation and design Correct grammar, punctuation, spelling, and acceptable business style
Subtotal /100 max. Penalty Deduct five (5) points each for not adhering to Report Guidelines (maximum of twenty
[20] points): cover incorrect missing table of contents binding incorrect over thirty (30) pages attached items no page numbers 2 copies of report not received report format does not follow rating sheet _____
Total Points
Educational Institute: Judges Signature: Judges Comments: Stat e: Date :
/100 max.
RATING SHEETS-9
PBL RATING SHEETS
PBL COMMUNITY SERVICE PROJECT

Explanation
Description of project development and strategies used to implement project Appropriate level of chapter member involvement in the project Degree of impact on the community and its citizens Evidence of publicity received Effective student evaluation of project 0 0 0 0 0 0 0 0 18 13 17 12 12 15 13 13 918 47 814 34 34 610 47 47 1925 810 1520 5 5 1015 810 810
Delivery
Statements are well organized and clearly stated; appropriate business language used Demonstrates self-confidence, poise, assertiveness, and good diction Demonstrates the ability to effectively answer questions
Subtotal
/100 max.
Time Penalty Deduct five (5) points for presentation over seven (7) minutes. Time: Penalty Deduct five (5) points for failure to follow guidelines. Dress Code Penalty Deduct five (5) points when dress code is not followed. Total Points /100 max. Report Score Final Score (add total points and reports score)
/100 max. /200 max.
PBL RATING SHEETS
PBL DIGITAL VIDEO PRODUCTION

Revised 2012-13
Content
Theme fully and properly developed. Solution properly addresses assigned topic. Elements included in presentation are suitable, appropriate, and directed towards a specific audience Copyright notation noted with credits Presentation is clear and concise Effective use of technology Proper use of grammar, spelling, punctuation, etc. 0 0 0 0 0 0 17 13 13 17 17 12 814 47 47 814 814 3-4 1520 810 810 1520 1520 5
Presentation
Presentation shows creativity and originality Presentation includes an effective opening, body, and conclusion Transitions are effective and appealing Audio and visual elements coordinated and complimentary Audio Editing Good quality Appropriate volume Proper Use of Video Technology Video uses multiple camera angles Video is smooth and steady Video is in focus Titles and graphics enhance overall quality or presentation Presentation effective at motivating audience to action 0 0 0 0 0 0 13 17 15 17 15 15 47 814 610 814 610 610 810 1520 1115 1520 1115 1115
0 0
13 13
47 47
810 810
Subtotal
/200 max.
Time Penalty Deduct five (5) points for presentations over four (4) minutes. Time: Penalty Deduct five (5) points for not adhering to Report Guidelines (maximum of fifteen [15]
points): 2 copies of media not received Statement of Assurance not received media labeled incorrectly _____
Final Score
Name(s ):
/200 max.
RATING SHEETS-11
PBL RATING SHEETS

PBL RATING SHEETS
PBL DIGITAL VIDEO PRODUCTION

Explanation
Development of the topic in the presentation Use and the implementation of innovative technology Explains the development and design process Use and development of the video Effectiveness of video 0 0 0 0 0 0 0 0 13 17 17 17 13 13 12 12 47 814 814 814 47 47 34 34 810 1520 1520 1520 810 810 5 5
Delivery
Statements are well organized and clearly stated; appropriate business language used Demonstrates the ability to effectively answer questions Demonstrates self-confidence, poise, assertiveness, and good diction
Subtotal
/100 max.
Time Penalty Deduct five (5) points for presentations over seven (7) minutes. Time: Penalty Deduct five (5) points for failure to follow guidelines. Dress Code Penalty Deduct five (5) points when dress code is not followed. Total Points /100 max. Prejudged Score Final Score (add total points and prejudged score)
/200 max. /300 max.
RATING SHEETS-13
PBL RATING SHEETS
PBL ECONOMIC ANALYSIS & DECISION MAKING

Final Round Revised 2012-13
Meets Expectatio ns
Points Earned
Content
Economic problems are understood and well defined Alternatives are recognized with pros and cons stated and evaluated Possible solutions are selected with positive and negative aspects of each implementation given Economic decisions are clear 0 0 0 0 0 0 0 15 15 15 13 15 15 15 610 610 610 47 610 610 610 1115 1115 1115 810 1115 1115 1115
Delivery
Statements are well organized and clearly stated; appropriate business language used Member(s) show self-confidence, poise, and good voice projection Member(s) demonstrate the ability to effectively answer questions
Subtotal Dress Code Penalty Deduct five (5) points when dress code is not followed. Penalty Deduct five (5) points for failure to follow guidelines. Final Score Objective Test Score (to be used in the event of a tie)
/100 max.
/100 max.
PBL RATING SHEETS
PBL EMERGING BUSINESS ISSUES

Knowledge of Topic
Understanding of issue/topic Flow and logic of content Quality of evidence 0 0 0 0 0 0 0 0 0 13 17 17 17 13 12 12 12 12 47 814 814 814 47 34 34 34 34 810 1520 1520 1520 810 5 5 5 5
Ability to Take a Position

Persuasiveness Relevance of arguments
Delivery
Statements are well organized and clearly stated; appropriate business language used Demonstrates self-confidence, poise, and good voice projection Demonstrates the ability to effectively answer questions All team members actively participate in the presentation
Subtotal Time Penalty Deduct five (5) points for presentation over five (5) minutes. Time: Penalty Deduct five (5) points for failure to follow Guidelines. Dress Code Penalty Deduct five (5) points when dress code is not followed. Final Score
Check one: Affirmative presentation Negative presentation Name(s ): Educational Institute: Judges Signature: Judges Comments: Stat e: Date :
/100 max.
/100 max.
RATING SHEETS-15
PBL RATING SHEETS
PBL FINANCIAL ANALYSIS & DECISION MAKING

Evaluation Item
Not Demonstr ated
Does Not Meet Expectati ons
Meets Expectati ons
Points Earne d
Content
Identifies all relevant facts Correctly estimates values and explains assumptions Makes clear and supported recommendations Anticipated results are based on correct reasoning 0 0 0 0 17 15 17 15 814 610 814 610 1520 1115 1520 1115
Delivery
Statements are well organized and clearly stated; appropriate business language used Demonstrates self-confidence, poise, and good voice projection Demonstrates the ability to effectively answer questions 0 0 0 13 13 13 47 47 47 810 810 810
/100 max.
/100 max.
PBL RATING SHEETS
PBL FINANCIAL SERVICES

Final Round
Meets Expectatio ns
Points Earned
Content
Problem is understood and well defined Alternatives are recognized with pros and cons stated and evaluated Logical solution is selected with positive and negative aspects of its implementation given Demonstrates knowledge and understanding of banking and financial systems concepts 0 0 0 0 17 15 15 17 814 610 610 814 1520 1115 1115 1520
Delivery
Thoughts and statements are well organized and clearly stated; appropriate business language is used Participants demonstrates selfconfidence, poise, and good voice projection Demonstrates the ability to effectively answer questions 0 0 0 13 13 13 47 47 47 810 810 810
/100 max.
/100 max.
RATING SHEETS-17
PBL RATING SHEETS
PBL FREE ENTERPRISE PROJECT

Report Rating Sheet
Content
Purpose of Project Project designed specifically to promote local understanding of and support for the American Enterprise system Research into school and/or community needs Planning and development of project Implementation of project Evaluation and Results Benefits to and impact on the school and/or community 0 15 610 1115
0 0 0 0
12 17 15 17
34 814 610 814
5 1520 1115 1520
Report Format
Clear and concise presentation with logical arrangement of information following the content rating sheet categories Creativity of the written report and design Correct grammar, punctuation, spelling, and acceptable business style 0 13 47 810
0 0
12 13
34 47
5 810
[20] points): cover incorrect missing table of contents binding incorrect over thirty (30) pages attached items no page numbers 2 copies of report not received report format does not follow rating sheet _____
Total Points
/100 max.
PBL RATING SHEETS
PBL FREE ENTERPRISE PROJECT

Explanation
Describes project development and strategies used to implement project Describes research into school or community needs Appropriate level of chapter member involvement in the project Degree of impact on the community and its citizens Evidence of publicity received Effective student evaluation of project 0 0 0 0 0 0 17 15 13 17 12 12 814 610 47 814 34 34 1520 11-15 810 1520 5 5
Delivery
Statements are well organized and clearly stated Demonstrates self-confidence, poise, assertiveness, and good voice projection Demonstrates ability to effectively answer questions 0 0 13 12 47 34 810 5
13
47
810
Subtotal
/100 max.
Time Penalty Deduct five (5) points for presentation over seven (7) minutes. Time: Penalty Deduct five (5) points for failure to follow guidelines. Dress Code Penalty Deduct five (5) points when dress code is not followed. Total Points /100 max. Report Score Final Score (add total points and report score)
Name(s ): Educational Institute: Judges Stat e: Date
/100 max. /200 max.
RATING SHEETS-19
PBL RATING SHEETS

Signature: Judges Comments: :
PBL RATING SHEETS
PBL FUTURE BUSINESS EDUCATOR

Interview Rating Sheet
Preliminary Round
Interview
Demonstrates poise, maturity, and attitude Demonstrates self-confidence, initiative, and assertiveness Demonstrates the ability to effectively answer questions Professional appearance (meets dress code requirements) 0 0 0 0 12 12 13 13 34 34 47 47 5 5 810 810
Leadership Ability
Shows evidence of skills for teaching business Explains participation and leadership in PBL Explains participation in other school and/or community organizations Explains and shows areas of outstanding achievement Indicates understanding of career knowledge and career plans 0 0 0 0 0 13 13 13 13 13 47 47 47 47 47 810 810 810 810 810
Application Materials
Effective application materials (resume and letter of application) Effective lesson plan 0 0 13 13 47 47 810 810
Subtotal Penalty Deduct five (5) points for failure to fully follow the guidelines. Final Score
/100 max.
/100 max.
RATING SHEETS-21
PBL RATING SHEETS
PBL RATING SHEETS
PBL FUTURE BUSINESS EDUCATOR

Lesson Plan
Preliminary information (subject, date, lesson topic, grade level, teacher) Identification of state/national/industry standards being met through lesson Behavioral objective for the lesson Lesson content (include estimated amount of time for each activity/task will take) Instructional events identified (e.g., gaining learners attention, informing learners of objective, stimulating recall of previous learning, presenting material, eliciting desired behavior, providing feedback) Resources and materials needed are identified Method of assessing how behavioral objective will be met is identified Lesson summary (evaluation of students and lesson) 0 0 0 0 0 12 12 13 13 13 34 34 47 47 47 5 5 810 810 810
0 0 0
12 13 13
34 47 47
5 810 810
Lesson Presentation
Knowledge of subject matter Material presented was based on meeting objectives of the lesson Quality of the delivery of lesson Teaching methods used were appropriate for audience and subject Items assigned were valuable, well planned, and relevant Expectation of students was reasonable Material presented at the appropriate level for audience Lesson was interesting, motivating, and/or creative Professional behavior and appearance maintained 0 0 0 0 0 0 0 0 0 13 13 13 13 12 12 12 13 13 47 47 47 47 34 34 34 47 47 810 810 810 810 5 5 5 810 810
Effective application materials (resume and letter of application) Effective lesson plan 0 0 12 12 34 34 5 5
RATING SHEETS-23
PBL RATING SHEETS

Subtotal Dress Code Penalty Deduct five (5) points when dress code is not followed. Penalty Deduct five (5) points for failure to fully follow the guidelines. Final Score
/150 max.
/150 max.
PBL RATING SHEETS
PBL FUTURE BUSINESS EXECUTIVE

Meets Expectatio ns
Points Earned
Interview
Demonstrates poise, maturity, and a good attitude Demonstrates self-confidence, initiative, and assertiveness Demonstrates the ability to effectively answer questions Demonstrates a proper greeting, introduction, and closing Professional appearance (meets dress code requirements) 0 0 0 0 0 12 12 13 12 13 34 34 47 34 47 5 5 810 5 810
Leadership Ability
Illustrates participation and leadership in PBL Explains participation in other school and/or community organizations Explains and shows areas of outstanding achievement Indicates understanding of career knowledge and career plans 0 0 0 0 15 13 13 15 610 47 47 610 1115 810 810 1115
Effective application materials (resume, letter of application, job application) 0 15 610 1115
Name(s ): Educational Institute: Judges Stat e: Date
/100 max.
/100 max.
RATING SHEETS-25
PBL RATING SHEETS

Signature: Judges Comments: :
PBL RATING SHEETS
PBL HELP DESK

Final Round
Problem Identification
Describes the situation(s) Problem/incident properly documented Issues a solution or recommendation(s), resolved problem 0 0 0 13 13 15 47 47 610 810 810 1115
Technology
Basic hardware/software knowledge, used correct terminology Demonstrates ability to effectively answer clients technical questions Meets the needs of the client/customer Demonstrates troubleshooting skills and effective investigative methods 0 0 0 0 12 13 13 13 34 47 47 47 5 810 810 810
Delivery Skills
Statements are well organized and clearly stated; appropriate business language used Demonstrates self-confidence, poise, and good voice projection Demonstrates ability to effectively answer questions Demonstrates conflict resolution skills Brings to closure 0 0 0 0 0 12 12 13 12 12 34 34 47 34 34 5 5 810 5 5
Subtotal Dress Code Penalty Deduct five (5) points when dress code is not followed. Penalty Deduct five (5) points for failure to follow guidelines. Total Points Objective Test Score (to be used in the event of a tie)
/100 max.
/100 max.
RATING SHEETS-27
PBL RATING SHEETS
PBL RATING SHEETS
PBL HOSPITALITY MANAGEMENT

Content
Problem is understood and well defined Alternatives are recognized with pros and cons stated and evaluated Logical solution is selected with positive and negative aspects of its implementation given Anticipated results are based on correct reasoning 0 0 0 0 15 15 15 13 610 610 610 47 1115 1115 1115 810
Delivery
Statements are well organized and clearly stated; appropriate business language used Participants demonstrate selfconfidence, poise, and good voice projection Demonstrates the ability to effectively answer questions 0 0 0 15 15 15 610 610 610 1115 1115 1115
/100 max.
/100 max.
RATING SHEETS-29
PBL RATING SHEETS
PBL HUMAN RESOURCE MANAGEMENT

Content
Problem is understood and well defined Alternatives are recognized with pros and cons stated and evaluated Logical solution is selected with positive and negative aspects of its implementation given Anticipated results ae based on correct reasoning 0 0 0 0 15 15 15 13 610 610 610 47 1115 1115 1115 810
Delivery
Statements are well organized and clearly stated; appropriate business language used Demonstrates self-confidence, poise, and good voice projection Demonstrates the ability to effectively answer questions 0 0 0 15 15 15 610 610 610 1115 1115 1115
/100 max.
/100 max.
PBL RATING SHEETS
PBL IMPROMPTU SPEAKING

Content
Relation to the topic Memorable central theme stated and repeated Supporting information is accurate and appropriate 0 0 0 15 12 12 610 34 34 1115 5 5
Organization
Immediate introduction of topic Strong support (body) for topic Effective and memorable conclusion 0 0 0 0 0 0 0 13 13 13 15 13 13 13 47 47 47 610 47 47 47 810 810 810 1115 810 810 810
Delivery
Extemporaneous deliver; e.g. not merely read from the notes Effective posture, body language, eye contact, and gestures Professional tone, appropriate language (inflection, pace, emphasis, and enthusiasm) Presentation is sincere, interesting, creative, and convincing
Subtotal
/100 max.
Time Penalty Deduct five (5) points for presentation under 3:31 or over 4:29 minutes. Time: Penalty Deduct five (5) points for failure to follow guidelines. Dress Code Penalty Deduct five (5) points when dress code is not followed. Final Score
/100 max.
RATING SHEETS-31
PBL RATING SHEETS
PBL INTEGRATED MARKETING CAMPAIGN

Approach
Suitable opening statement or remarks Directs consumers attention to the market 0 0 12 13 34 47 5 810
Market Presentation
Target market is clearly and accurately analyzed Analyzes and determines market needs Advertising materials show understanding of the market Campaign stresses product or service benefits that appeal to the target markets Shows creativity Benefits matched to consumer needs 0 0 0 0 0 0 0 0 0 13 13 13 13 13 13 13 12 13 47 47 47 47 47 47 47 34 47 810 810 810 810 810 810 810 5 810
Delivery
Statements are well organized and clearly stated; appropriate business language is used Demonstrates self-confidence, poise, and good voice projection Demonstrates ability to effectively answer questions
Total Points Dress Code Penalty Deduct five (5) points when dress code is not followed. Penalty Deduct five (5) points for failure to follow guidelines. Final Score
/100 max.
/100 max.
PBL RATING SHEETS
RATING SHEETS-33
PBL RATING SHEETS
PBL JOB INTERVIEW

Professional Presentation
Demonstrates poise, maturity, and a good attitude Demonstrates proper greeting, introduction, and closing Demonstrates self-confidence, initiative, and assertiveness Professional 0 0 0 0 0 0 0 0 0 0 12 12 13 12 15 15 13 15 12 15 34 34 47 34 610 610 47 610 34 610 5 5 810 5 1115 1115 810 1115 5 1115
Interview
Demonstrates the ability to understand and respond to interview questions Illustrates adequate qualifications for the position Possesses career knowledge about the position Justifies career plans Participant asks questions
Effectiveness of application materials (resume, letter of application, and job application)
/100 max. /100 max.
PBL RATING SHEETS
PBL LOCAL CHAPTER ANNUAL BUSINESS REPORT

Report Rating Sheet
Chapter Profile
Letter to chapter membership (by chapter officer) Chapter Information Included Number of members Size of school and community When and where the chapter was organized 0 0 12 12 34 34 5 5
Productivity
Recruitment of members and chapters Leadership development for officers and members Preparation of students for business careers Service to the school and community Cooperation with business, professional, and service groups Participation in public relations and activities Support of FBLA-PBL national and state projects Attendance and participation at state and nationally sponsored conferences 0 0 0 0 0 0 0 0 12 13 12 13 12 12 12 12 34 47 34 47 34 34 34 34 5 810 5 810 5 5 5 5
Recognition
For PBL competitive events and activities For school, community, business, and industry activities 0 0 12 12 34 34 5 5
Businesslike Procedures
Chapter management and organization Financial development, including fundraising and financial statement 0 0 12 12 34 34 5 5
Format of Report
Clear and concise presentation with logical arrangement of information Correct grammar, punctuation, spelling, and acceptable business style Appropriate design and graphics 0 0 0 13 12 12 47 34 34 810 5 5
Subtotal /100 max. Penalty Deduct five (5) points each for not adhering to Report Guidelines (maximum of twenty CHAPTER MANAGEMENT HANDBOOK 2012 RATING SHEETS-35
PBL RATING SHEETS

[20] points): cover incorrect missing table of contents binding incorrect over thirty (30) pages, attached items no page numbers 2 copies of report not received report format does not follow rating sheet _____
Total Points
/100 max.
PBL RATING SHEETS
PBL MANAGEMENT ANALYSIS & DECISION MAKING

Content
Problem is understood and well defined Alternatives are recognized with pros and cons stated and evaluated Logical solution is selected with positive and negative aspects of its implementation given Issues presented in case are addressed completely Managements decision is clear 0 0 0 0 0 0 0 0 0 15 15 15 13 13 13 13 1-2 13 610 610 610 47 47 47 47 3-4 47 1115 1115 1115 810 810 810 810 5 810
Delivery
Statements are well organized and clearly stated; appropriate business language used Team members show self-confidence, poise, and good voice projection All team members participate actively during the presentation Demonstrates the ability to effectively answer questions
/100 max.
/100 max.
RATING SHEETS-37
PBL RATING SHEETS
PBL MARKETING ANALYSIS & DECISION MAKING

Revised 2012-13
Final Round
Content
Problem is understood and well defined Alternatives are recognized with pros and cons stated and evaluated Logical solution is selected with positive and negative aspects of its implementation given Anticipated results are based on correct reasoning 0 0 0 0 15 15 15 13 610 610 610 47 1115 1115 1115 810
Delivery
Statements are well organized and clearly stated; appropriate business language used Participants show self-confidence, poise, and good voice projection Demonstrates the ability to effectively answer questions 0 0 0 15 15 15 610 610 610 1115 1115 1115
Name(s ): Educational Institute: Judges Signature: Judges Comments: : Stat e: Date :
/100 max.
/100 max.
PBL RATING SHEETS
PBL NETWORK DESIGN

Final Round
Meets Expectatio ns
Points Earned
Content and Recommendation

Describes the situation Resolves the problem Uses correct terminology Presents an effective strategy 0 0 0 0 0 0 0 0 0 0 0 0 13 15 15 110 15 13 13 15 12 12 13 13 47 610 610 1120 610 47 47 610 34 34 47 47 810 1115 1115 2130 1115 810 810 1115 5 5 810 810
Technology
System appropriate for size of business Technology is currently available or being developed Future needs are considered Meets the needs of the company
Delivery
Statements are well organized and clearly stated; appropriate business language used Team members show self-confidence, poise, and good voice projection All team members participate actively during the presentation Team members demonstrate the ability to effectively answer questions
Subtotal Penalty Deduct five (5) points for failure to follow guidelines. Dress Code Penalty Deduct five (5) points when dress code is not followed. Final Score Objective Test Score (to be used only in the event of a tie)
/150 max.
/150 max.
RATING SHEETS-39
PBL RATING SHEETS
PBL RATING SHEETS
PBL PARLIAMENTARY PROCEDURE

Motions: Deduct one (1) point for each mistake in each classification.
Value Score
Motion Classification
Main Subsidiary Privileged Incidental Bring Again Motions Performance Subtotal
Comments
6 6 6 6 6
Business of the Meeting

Problem quality (concise, complete, clear, germane) Directions followed Other business quality Business of the Meeting Performance Subtotal 15 5 10
General Parliamentary Procedure

Proper order of business Proper use of parliamentary terms Clarity of expression and voice projection Impartiality of presiding official Initiative of members Poise, dignity, and appearance General Parliamentary Procedure Performance Subtotal 10 10 5 5 5 5
Subtotal
minutes. Time:
/100 max.
Time Penalty Deduct one (1) point per full half minute under 8:31 minutes or over 11:29 Penalty Deduct five (5) points for failure to follow guidelines. Dress Code Penalty Deduct five (5) points when dress code is not followed. Final Score Objective Test Score (to be used in the event of a tie)
/100 max.
RATING SHEETS-41
PBL RATING SHEETS
PBL PUBLIC SPEAKING

Revised 2012-13

Content
Obvious incorporation of FBLA-PBL goals Memorable central theme stated and repeated Supporting information is accurate and appropriate 0 0 0 13 13 12 47 47 34 810 810 5
Organization
Immediate introduction of topic Strong support (body) for a topic Effective and memorable conclusion 0 0 0 0 0 0 15 15 15 13 12 13 12 610 610 610 47 34 47 34 1115 1115 1115 810 5 810 5
Delivery
Extemporaneous delivery; i.e., not merely read from a script or notes Professional tone, appropriate language Effective posture, body language, eye contact, gestures Presentation is sincere, interesting, clear, creative, convincing, and concise
Subtotal
/100 max.
Time Penalty Deduct five (5) points for presentation under 4:31 or over 5:29 minutes. Time: Penalty Deduct five (5) points for failure to follow guidelines. Dress Code Penalty Deduct five (5) points when dress code is not followed. Final Score
/100 max.
PBL RATING SHEETS
PBL SALES PRESENTATION

Revised 2012-13 Preliminary Round

Final Round
Not Does Not Meet Expectation s Meets Expectatio ns Exceeds Expectatio ns Points Earned
Evaluation Item
Demonstra ted
Approach
Suitable opening statement or remark Direct customers attention to merchandise 0 0 12 12 34 34 5 5
Product Presentation
Questions involved customer Analyze and determine customer needs Interest in customer as an individual Adequate knowledge of product features Creates interest and desire for product Benefits matched to customer needs 0 0 0 0 0 0 0 0 0 0 0 13 13 13 13 13 13 13 12 12 12 12 47 47 47 47 47 47 47 34 34 34 34 810 810 810 810 810 810 810 5 5 5 5
Suggestion Selling
Suggestion selling used
Handling Objections
Welcomes and listens to all objections
Closing
Takes advantage of customer reactions Handles and overcomes objections with respect Closes the sale
Total Points Dress Code Penalty Deduct five (5) points when dress code is not followed. Penalty Deduct five (5) points for failure to follow guidelines. Final Score
Name(s ): Educational Institute: Judges Signature: Stat e: Date :
/100 max.
/100 max.
RATING SHEETS-43
PBL RATING SHEETS

Judges Comments:
PBL RATING SHEETS
PBL SMALL BUSINESS MANAGEMENT PLAN

Report Rating Sheet
Revised 2012-13
Content
Executive Summary Convinces reader business concept is sound and has a reasonable chance of success Is concise and effectively written Company Description Legal form of business Effective date of business Company mission statement/vision Company governance Company location(s) Immediate development goals Overview of companys financial status Industry Analysis Description of industry (size, growth rates, nature of competition, history) Trends and strategic opportunities within industry Target Market Target market defined (size, growth potential, needs) Effective analysis of markets potential, current patterns, and sensitivities Competition Key competitors identified Effective analysis of competitors strengths and weaknesses Potential future competitors Barriers to entry for new competitors identified Marketing Plan and Sales Strategy Key message to be communicated identified Options for message delivery identified and analyzed Sales procedures and methods defined Operations 0 17 814 1520
17
814
1520
15
610
1115
15
610
1115
15
610
1115
15
610
1115
15
610
1115
RATING SHEETS-45
PBL RATING SHEETS

Business facilities described Production plan defined and analyzed Workforce plan defined and analyzed Impact and use of technology Management and Organization 0 15 Key employees/principals identified and described Board of directors, advisory committee, consultants, and other human resources identified and described Plan for identifying, recruiting, and securing key participants described Compensation and incentives plan (continued on next page)
610
1115
PBL RATING SHEETS

Long-term Development Long-term goals identified and documented Risks and potential adverse results identified and analyzed Strategy in place to take business toward long-term goals Financials Type of accounting system to be used is identified and realistic Reasonable financial projections, including monthly cash flow projections Financial assumptions clearly identified Supporting Documents May include works cited page, certifications, licenses, tax requirements, codes, technical descriptions, advance contracts, endorsements, etc. 0 15 610 1115
17
814
1520
15
610
1115
Report Format
Clear and concise presentation with logical arrangements of information following the rating sheet categories Correct grammar, punctuation, spelling, and acceptable business style 0 0 13 13 47 47 810 810
[20] points): cover incorrect missing table of contents binding incorrect over thirty (30) pages, attached items no page numbers 2 copies of report not received report format does not follow rating sheet _____
Total Points
/200 max.
RATING SHEETS-47
PBL RATING SHEETS
SMALL BUSINESS MANAGEMENT PLAN

Revised 2012-13
Preliminary Round
Final Round
Evaluation Item
Demonstra ted
Content
Description of plan development and strategies used to implement plan Marketing aspects of business are thoroughly covered Description of operations and management plans Financial documents and projections are reasonable and easy to understand Risks are anticipated, analyzed, and planned for Long-term goals are identified and reasonable 0 0 0 0 0 0 13 13 15 15 15 13 47 47 610 610 610 47 810 810 1115 1115 1115 810
Delivery
Statements are well organized and clearly stated; appropriate business language used Demonstrates self-confidence, poise, assertiveness, and good voice projection Demonstrates the ability to effectively answer questions 0 0 0 13 12 13 47 34 47 810 5 810
Subtotal
/100 max.
Time Penalty Deduct five (5) points for presentation over seven (7) minutes. Time: Penalty Deduct five (5) points for failure to follow guidelines. Dress Code Penalty Deduct five (5) points when dress code is not followed. Total Points /100 max. Report Score Final Score (add total points and report score)
Name(s ): Educational Institute: Judges Signature: Stat e: Date :
/200 max. /300 max.
PBL RATING SHEETS

Judges Comments:
RATING SHEETS-49
PBL RATING SHEETS
PBL STRATEGIC ANALYSIS & DECISION MAKING

Final Round Revised 2012-13
Meets Expectatio ns
Points Earned
Content
External and internal situation analysis are clearly developed and articulated Industry situation is considered and strategy considers the basic nature of the industry Possible strategies are developed with appropriate alternatives provided Stakeholders concerns are addressed 0 0 0 0 0 0 0 17 15 15 13 15 15 15 814 610 610 47 610 610 610 1520 1115 1115 810 1115 1115 1115
Delivery
Statements are well organized and clearly stated; appropriate business language used Shows self-confidence, poise, and good voice projection Demonstrates the ability to effectively answer questions
/100 max.
/100 max.
PBL RATING SHEETS
PBL WEB SITE DESIGN

Revised 2012-13

Page Layout and Design

Overall design is aesthetically appealing Design is consistent across all pages Design shows creativity, originality, and supports theme Design maintains a high level of usability 0 0 0 0 17 13 17 13 814 47 814 47 1520 810 1520 810
Content
Proper use of grammar, spelling, punctuation, etc. Copyright laws have been followed, permissions are cited on the Web site, and the use of templates is identified at the bottom of the page Product/service/message is clear Theme fully and effectively developed; solution adequately addresses assigned topic 0 0 13 15 47 610 810 1115
0 0
110 110
1120 1120
2130 2130
Technical
Site is compatible with multiple platforms Overall codereadability, white space, semantic, efficient, separation of structure Site interactivity functions and is errorfree Additional technologies Site is compatible with multiple browser variants 0 0 0 0 0 13 15 13 13 13 47 610 47 47 47 810 1115 810 810 810
Subtotal max.
Penalty Deduct five (5) points each for not following Guidelines. Penalty Deduct five (5) points for not submitting a Statement of Assurance.
/200
Total Points
Name(s ): Educational Stat
/200 max.
RATING SHEETS-51
PBL RATING SHEETS

Institute: Judges Signature: Judges Comments: e: Date :
PBL RATING SHEETS
PBL WEB SITE DESIGN

Revised 2012-13 Preliminary Round

Final Round
Evaluation Item
Demonstra ted
Explanation
Describes the development of the topic Explains the development and design process Explains the use of your social media element and why this was selected Explains the development of media elements (graphics, video, audio, etc.) Copyright information is noted in the credits 0 0 0 0 0 15 15 15 15 13 6-10 6-10 6-10 6-10 47 11-15 11-15 11-15 11-15 810
Delivery
Statements are well organized and clearly stated; appropriate business language used Demonstrates ability to effectively answer questions Demonstrates self-confidence, poise, and good voice projection 0 0 0 13 13 13 47 47 47 810 810 810
Subtotal Time Penalty Deduct five (5) points for presentations over five (5) minutes. Time: Penalty Deduct five (5) points for failure to follow guidelines. Dress Code Penalty Deduct five (5) points when dress code is not followed. Total Points Prejudged Score Final Score (add total points and prejudged score)
/100 max.
/100 max. /200 max. /300 max.
RATING SHEETS-53
PBL RATING SHEETS
PBL RATING SHEETS
PBL Statement of Assurance

Event Entry Form
This form must be completed and sent for the following events: Check one: Digital Video Production Web Site Design (State Adviser must also enter the URL when registering
competitors) Provide the URL for Web Site Design. These events will be judged online. Make sure the URL link is valid through the NLC.
State :
PBL
School: Web site URL Address: (where appropriate) Member(s) Name:
Local Chapter Contact Name: Daytime/Cell Number: Mailing Address: Home E-mail:
I/We, the undersigned, attest that the design, creation, and implementation of the event are the original work of the above chapter member(s). I/we agree that this event may be linked, promoted, and used in any way by the national FBLA-PBL, Inc. for purposes of promoting the association. (Typed name is accepted for signature)
Name of Team Member Name of Team Member Software Used: Source of Information:
Advisers Name Name of Team Member
Complete this Document Section for All Appropriate Events:
RATING SHEETS-55
PBL RATING SHEETS Copyright Notations: Instructions for Running Project: Template(s) Used (source):
FUTURE BUSINESS EXECUTIVE APPLICATION 2013 NLC Anaheim

Provide all information requested by printing in ink or typing. Use the tab key to move through the document.
GENERAL INFORMATION
Name (Last) Address (Mailing Address) (First) (City)

(State)
(Middle Initial)
(Zip)
Home Telephone Other Telephone
() -
E-mail Address
POSITION
Position or Type of Employment Desired
Will Accept: Part-Time

Salary Desired
Full-Time
Are you able to perform the essential functions of the job you are applying for, with or without reasonable accommodation? Yes No
EDUCATION AND TRAINING

High School Graduate Or General Education (GED) Test Passed?
Yes No
College, Business School, Military (Most recent first)

Name and Location Dates Attended Month/Year From From From From To To To To Credits Earned Quarterly or Other Semester (Specify) Hours Graduate Yes No Yes No Yes No Yes No Degree & Year Major or Subject
Languages Read, Written or Spoken Fluently Other Than English
VETERAN INFORMATION (Most recent)

Branch of Service Date of Entry
Date of Discharge
PBL RATING SHEETS

SPECIAL SKILLS (List all pertinent skills and equipment that you can operate)
(Maximum 300 characters)
continued
RATING SHEETS-57
PBL RATING SHEETS

WORK EXPERIENCE (Most Recent First)
Employer Address
Job Title Specific Duties (Maximum 350 characters)
(Include volunteer work and military experience) Telephone Number
() -
From (Month/Year)
Number Employees Supervised
To (Month/Year) Hours Per Week Last Salary Supervisor
Reason For Leaving Employer Address
May We Contact This Employer? Telephone Number
() -
Yes
No From (Month/Year)
() -
Yes
() -
Yes
Reason For Leaving
May We Contact This Employer? Yes No
continued
PBL RATING SHEETS

REFERENCES
List below names and addresses of persons who are qualified to answer questions concerning your fitness for the position(s) you seek other than those listed in your credential file.
Name Position Address Telephone
ESSAY
Please answer the question below in the space provided In 300 words or less, tell us what you bring to the company.
I certify the information contained in this application is true, correct, and complete. I understand that, if employed, false statements reported on this application may be considered sufficient cause for dismissal.
Signature of Applicant______________________________ Date________________
RATING SHEETS-59
PBL RATING SHEETS
Company of Your Choice

EMPLOYMENT APPLICATION
Job Interview 2012-13 Provide all information requested by printing in ink or keying. Use the tab key to move through the document.
GENERAL INFORMATION
Name (Last) Address (Mailing Address) (First) (City)

(Stat e
(Middle Initial)
Home Telephone Cell Phone
() -
E-mail Address
(Zip)
POSITION
Position or Type of Employment Desired
Will Accept: Part-Time Yes No Date Available
Full-Time
Have you ever been employed at the Merit Corporation before?
Are you able to perform the essential functions of the job you are applying for, with or without reasonable accommodation? Yes No
Salary Desired
EDUCATION AND TRAINING
School or Institution
Name and Address of School

Major
High School College College Other Special Abilities and Skills Extracurricular Activities
Year Graduat ed
Degree

Professional Certificates or Licenses Held Present Community and Professional Affiliations
Languages Read, Written or Spoken Fluently Other Than English
continued RATING SHEETS-60 2012 CHAPTER MANAGEMENT HANDBOOK
PBL RATING SHEETS

Employer Address Job Title Specific Duties (Maximum 350 characters)
WORK EXPERIENCEMost recent first, include volunteer work and military experience
Telephone Number () - Number Employees Supervised From (Month/Year) To (Month/Year) Hours Per Week Last Salary Supervisor
Reason For Leaving Employer Address Job Title Specific Duties (Maximum 350 characters)
May We Contact This Employer? Yes No - Telephone Number () From (Month/Year) Number Employees Supervised To (Month/Year) Hours Per Week Last Salary Supervisor
Reason For Leaving Employer Address Job Title Specific Duties (Maximum 350 characters)
May We Contact This Employer? Yes No Telephone Number () - From (Month/Year) Number Employees Supervised To (Month/Year) Hours Per Week Last Salary Supervisor
Reason For Leaving
May We Contact This Employer? No
Yes
REFERENCES
List below names and addresses of persons who are qualified to answer questions concerning your fitness for the position(s) you seek other than those listed in your credential file.
Name
Position
Address
Telephone
RATING SHEETS-61
PBL RATING SHEETS

continued
PBL RATING SHEETS

ESSAY Please answer the question below 300 words or less. What motivates you to put forth your greatest effort?
I certify the information contained in this application is true, correct, and complete. I understand that, if employed, false statements reported on this application may be considered sufficient cause for dismissal.
Signature of Applicant_________________________________________________________ Date________________
RATING SHEETS-63

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2012-2013 PBL National Rating Sheets

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PBL RATING SHEETS

CHAPTER MANAGEMENT HANDBOOK 2012

PBL RATING SHEETS

PBL ACCOUNTING ANALYSIS & DECISION MAKING

Not Evaluation Item Demonstra ted

Does Not Meet Expectation s

RATING SHEETS-2 2012

CHAPTER MANAGEMENT HANDBOOK

PBL RATING SHEETS

PBL BUSINESS COMMUNICATION

Total Writing Sample Score

CHAPTER MANAGEMENT HANDBOOK 2012

PBL RATING SHEETS

PBL BUSINESS DECISION MAKING

RATING SHEETS-4 2012

CHAPTER MANAGEMENT HANDBOOK

PBL RATING SHEETS

PBL BUSINESS ETHICS

Performance Rating Sheet

Content and Recommendation

/100 max. /100 max.

CHAPTER MANAGEMENT HANDBOOK 2012

PBL RATING SHEETS

PBL BUSINESS PRESENTATION

Not Evaluation Item Demonstra ted

Does Not Meet Expectation s

RATING SHEETS-6 2012

CHAPTER MANAGEMENT HANDBOOK

PBL RATING SHEETS

CHAPTER MANAGEMENT HANDBOOK 2012

PBL RATING SHEETS

PBL CLIENT SERVICE

Performance Rating Sheet

RATING SHEETS-8 2012

CHAPTER MANAGEMENT HANDBOOK

PBL RATING SHEETS

PBL COMMUNITY SERVICE PROJECT

610 610 918 34 47 34 47

1115 1115 1925 5 810 5 810

CHAPTER MANAGEMENT HANDBOOK 2012

PBL RATING SHEETS

PBL COMMUNITY SERVICE PROJECT

/100 max. /200 max.

RATING SHEETS-10 2012

CHAPTER MANAGEMENT HANDBOOK

PBL RATING SHEETS

PBL DIGITAL VIDEO PRODUCTION

CHAPTER MANAGEMENT HANDBOOK 2012

PBL RATING SHEETS

RATING SHEETS-12 2012

CHAPTER MANAGEMENT HANDBOOK

PBL RATING SHEETS

PBL DIGITAL VIDEO PRODUCTION

/200 max. /300 max.

CHAPTER MANAGEMENT HANDBOOK 2012

PBL RATING SHEETS

PBL ECONOMIC ANALYSIS & DECISION MAKING

Not Evaluation Item Demonstra ted

Does Not Meet Expectation s

RATING SHEETS-14 2012

CHAPTER MANAGEMENT HANDBOOK

PBL RATING SHEETS

PBL EMERGING BUSINESS ISSUES

Ability to Take a Position