Lesson Plan

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Lesson Plan
Grade: Date: 17/01/2026
Subject: Accounting
Lesson Topic: complete pro-forma business documents
Learning Objective/s:
  • Describe the purpose and key elements of common pro‑forma business documents.
  • Apply correct calculations to complete a sales invoice and purchase order, including subtotals, tax, and grand total.
  • Produce a correctly formatted pro‑forma document using appropriate headings, reference numbers, and payment terms.
Materials Needed:
  • Projector or interactive whiteboard
  • Printed sample invoices and purchase orders
  • Worksheet with practice transaction data
  • Calculator or spreadsheet software
  • Whiteboard and markers
  • Student laptops (optional)
 Introduction:
Begin with a quick question about where students have seen invoices in real life, then link this to the importance of accurate business documents in the accounting cycle. State that today they will learn to complete pro‑forma invoices and purchase orders and will be able to check their work using a clear set of criteria.
Lesson Structure:
  1. Do‑now (5’) – Students calculate line totals for a simple transaction on a mini‑worksheet.
  2. Mini‑lecture (10’) – Review purpose, common elements, and show sample documents via projector.
  3. Guided practice (15’) – Teacher models completing a sales invoice step‑by‑step; students follow on their worksheets.
  4. Collaborative activity (15’) – Pairs fill out a purchase order for a given scenario, checking calculations together.
  5. Whole‑class check (10’) – Display several completed documents, discuss common errors and correct them.
  6. Exit ticket (5’) – Students write one key step they must remember when completing any pro‑forma document.
Conclusion:
We reviewed the essential components and calculation methods for sales invoices and purchase orders, and practiced producing accurate pro‑forma documents. For homework, complete the provided worksheet that requires you to create a receipt and a credit note for a simulated transaction.