Conduct a scan to identify all the organizations that could provide financial capability services in your community, and list them in the first column according to the service(s) they provide. Then add information about the point of contact at the organization who can provide information about these services. In the third column, assign a staff member from your team who will later contact the organization and conduct a more thorough assessment (using Tool 6). In the last two columns, note any existing collaborations your organization has with the organization and any additional information that is important to know about this service provider. (Note–only complete the organization list for the financial capability services you are considering providing to clients, as listed in Tool 3.) Organization Contact Person & Staff Assigned to Existing Additional Notes Name Info. Conduct Relationship(s) with Assessment Your Organization List all the organizations in List the point of contact your community that for each organization and List the person who will List any departments or provide each type of their contact information collect information about individuals at your financial capability service this organization using Tool organization who already 6 and by when collaborate with at this organization Financial Education – Workshops and classes on financial topics, offered in a series or standalone sessions Financial Coaching – Ongoing one-on-one interactions that focus on achieving financial goals Financial Counseling One-on-one interactions that focus on solving immediate financial issues – Credit Counseling Assistance organizing, prioritizing, or paying down debt; helps participants monitor and manage credit – Credit Building – Access to products or programs that help participants build or re-build credit
Conduct a scan to identify all the organizations that could provide financial capability services in your community, and list them in the first column according to the service(s) they provide. Then add information about the point of contact at the organization who can provide information about these services. In the third column, assign a staff member from your team who will later contact the organization and conduct a more thorough assessment (using Tool 6). In the last two columns, note any existing collaborations your organization has with the organization and any additional information that is important to know about this service provider. (Note–only complete the organization list for the financial capability services you are considering providing to clients, as listed in Tool 3.) Organization Name List all the organizations in your community that provide each type of financial capability service Contact Person & Info. List the point of contact for each organization and their contact information Staff Assigned to Conduct Assessment List the person who will collect information about this organization using Tool 6 and by when Existing Relationship(s) with Your Organization List any departments or individuals at your organization who already collaborate with at this organization Additional Notes Financial Education – Workshops and classes on financial topics, offered in a series or standalone sessions Financial Coaching – Ongoing one-on-one interactions that focus on achieving financial goals Financial Counseling – One-on-one interactions that focus on solving immediate financial issues Credit Counseling – Assistance organizing, prioritizing, or paying down debt; helps participants monitor and manage credit Credit Building – Access to products or programs that help participants build or re-build credit