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Financial Literacy Workshop Implementing Your Program Module 4 of 4 DRAFT Financial Literacy Workshop Implementing Your Program Module 4 of 4 DRAFT

Workshop Objectives Discuss steps and identify needs for program implementation • Examine and establish Workshop Objectives Discuss steps and identify needs for program implementation • Examine and establish mechanisms for successful roll-out • Customize and finalize your action plan • 2

Steps for Program Implementation • • • 3 Review and refine the program Cascade Steps for Program Implementation • • • 3 Review and refine the program Cascade your action plan Put mechanisms in place to implement the plan Fund the program Track performance, fine-tune, and expand

Review and Refine the Program Finalize goals of your program • Strengths you plan Review and Refine the Program Finalize goals of your program • Strengths you plan to utilize • Type of program you will implement • Materials and resources • 4

“Cascade” Your Action Plan • • Obtain resources and materials Staffing needs Training needs “Cascade” Your Action Plan • • Obtain resources and materials Staffing needs Training needs Delivery mechanisms Scheduling Communication Measurement 5

Obtain Resources and Materials Will you develop new materials, or use existing? • Are Obtain Resources and Materials Will you develop new materials, or use existing? • Are you using one resource, or multiple? • How will you organize your materials? • 6

Staffing Recruit a program development and rollout team Identify all the roles that will Staffing Recruit a program development and rollout team Identify all the roles that will need coverage Involve team early for commitment and buy-in Specify who’s doing what Establish tasks and accountability Specify decision-making authority • • • 7

Staffing Options - Build Your Team 8 Staffing Options - Build Your Team 8

Recruit Existing Staff Financial aid professionals Office of student affairs Career center Student business Recruit Existing Staff Financial aid professionals Office of student affairs Career center Student business services Residence life Admissions staff Enrollment office Student health services Academic Deans Office of the President • • • 9

Get Institutional Buy-in Academic Deans • Office of the President • Office of student Get Institutional Buy-in Academic Deans • Office of the President • Office of student affairs • 10

Network and Create Partnerships • • • Alumni groups Student organizations Business schools Athletic Network and Create Partnerships • • • Alumni groups Student organizations Business schools Athletic organizations Local businesses • • • Financial advisors Banks Insurance companies Non-profit groups • Local and state government agencies • 11

Maintain Active Servicer Relationships Partner with Federal Loan Servicers • Servicers have a wealth Maintain Active Servicer Relationships Partner with Federal Loan Servicers • Servicers have a wealth of products and services they can make available • Can involve them in face-to-face meetings on campuses • Early and frequent servicer communication is key to default prevention 12

Assemble Volunteers and Interns Peer-to-peer coaching has proven very successful • Individual volunteers from Assemble Volunteers and Interns Peer-to-peer coaching has proven very successful • Individual volunteers from the community • Interns need experience • 13

Benefits of Staffing With Volunteers • • • People relate to peers with shared Benefits of Staffing With Volunteers • • • People relate to peers with shared experiences Positive role models exhibiting practical & worthwhile behaviors encourages the same Those with positive peer-to-peer counseling experiences often are willing to counsel others Provides beneficial skill development for counselors Skills acquired by coach can be applicable to careers: • • • 14 Social Worker Certified Financial Planner Career Planner Accountant Teacher

Training Your Staff 15 Training Your Staff 15

Training Concerns to be Addressed • Identify roles and determine best method(s) of training Training Concerns to be Addressed • Identify roles and determine best method(s) of training • • • Who will train staff How often will staff be trained What training method(s) will work best Where can training take place Assign authority and accountability 16

Training Methods for Staff • Live training • • • Lectures Small group sessions Training Methods for Staff • Live training • • • Lectures Small group sessions Interactive sessions “Brown bag” sessions Online • • Webinar Self-paced learning maps on website Videos • Train-the-trainer • Certification • 17

Delivery Mechanisms & Requirements • • • Access and availability of physical location(s) Content Delivery Mechanisms & Requirements • • • Access and availability of physical location(s) Content production and distribution Procedures and channels for managing access and communications Technical administration and support Fees, approvals and certifications Troubleshooting: Identify anything that can go wrong! 18

Scheduling Identify key scheduling constraints and requirements for program components • Backtrack to identify Scheduling Identify key scheduling constraints and requirements for program components • Backtrack to identify milestones and dependencies • Correlate the program schedule with your school’s academic calendar • Start small! • 19

Communication Planning Review your program’s audiences and key stakeholders. • What are their primary Communication Planning Review your program’s audiences and key stakeholders. • What are their primary drivers and concerns? • What messages are needed? When? • What input would be useful? How will you collect it? Remember, communication is a two way street. 20

Develop Your Messages Use your target audience profile(s) to develop a message map. • Develop Your Messages Use your target audience profile(s) to develop a message map. • What does each audience think and feel about topics you plan to offer? • What key behaviors do you wish to reinforce? • What messages will be most compelling to each? • When will specific messages resonate the strongest? 21

Funding Options 22 Funding Options 22

Funding: University Resources • Administrative Budget • • • This looks different from school Funding: University Resources • Administrative Budget • • • This looks different from school to school Look for cost-effective ways to get out the message Initial cost in setting up but then lowcost to maintain Look for local talent willing to volunteer time and services Fundraising Activities • • 23 Community groups Alumni

Funding: Outside Resources • Government • • Non-government • • 24 Resources available at Funding: Outside Resources • Government • • Non-government • • 24 Resources available at state and federal levels Local businesses and community groups Free resources

Cost-Effective Ways to Implement Programs • • • Use free resources Take advantage of Cost-Effective Ways to Implement Programs • • • Use free resources Take advantage of in-house experience Online resources center Social networking to promote services Peer counseling • • Student volunteers Student-run organizations Treat financial literacy as necessary part of student and community services • Partner with community • 25

Develop Program Measures • Establish metrics • • Define objectives that are specific and Develop Program Measures • Establish metrics • • Define objectives that are specific and measurable Identify outcomes and indicators Set timeline to track progress • Develop processes to measure performance • • Quantitative Surveys • Pre-tests and post-tests • Follow-ups • • 26 Qualitative

Implement in a Cycle Implement program in stages • Assess and acknowledge progress • Implement in a Cycle Implement program in stages • Assess and acknowledge progress • o Celebrate successes! o Document and assess challenges Reevaluate and refine program goals for sustainability • Update and revise action plan • Make necessary logistical adjustments • Expand institutionalize • 27

What to Expect Next Put your plan into place • Monitor progress • Evaluate What to Expect Next Put your plan into place • Monitor progress • Evaluate results and adjust • 28

Tools for this Module • 29 Action Planning Document for Module 4 Tools for this Module • 29 Action Planning Document for Module 4

FSA Resource List for Workshop FSA Website https: //studentaid. ed. gov/ • FSA Financial FSA Resource List for Workshop FSA Website https: //studentaid. ed. gov/ • FSA Financial Aid Toolkit http: //financialaidtoolkit. ed. gov/tk/ • FSA Power. Points: • • • Financial Literacy Power. Point Financing Your Education Loan Counseling Tools White House Financial Capability Toolkit 30