Program Clients’ Current Financial Target Outcomes Capability List financial capability outcomes that would represent an improved result for these clients.*Use an asterisk to (From Tool 1, Part B) List the program into which you will denote any outcomes you already track in your work. integrate financial capability, and summarize the findings from your client analysis. TOOL 3: Theory of Change (Section 1 Capstone Tool) TOOL 3, Part A: Financial Capability Services Select the financial capability services that will help the participants in each program achieve the desired outcomes (from Tool 2) and list them in the middle column of the table below. Make sure that all the outcomes listed in your Theory of Change table connect directly to at least one of the financial capability services you plan to provide. You can revise or remove outcomes you selected in Tool 2 if they no longer seem attainable. You will further refine these services and determine who will provide them in the next two sections of this Guide. Program Clients’ Current Financial Target Outcomes Financial Capability Capability Services (From Tool 2, Part B) (From Tool 1, Part B) List the services that you List financial capability outcomes that would think will help clients represent an improved result for these List the program into which you will achieve the target clients integrate financial capability, and outcomes summarize program clients’ current *Use an asterisk to denote any outcomes financial capability you already track in your work.
Program Clients’ Current Financial Capability (From Tool 1, Part B) List the program into which you will integrate financial capability, and summarize the findings from your client analysis. Target Outcomes List financial capability outcomes that would represent an improved result for these clients.*Use an asterisk to denote any outcomes you already track in your work. TOOL 3: Theory of Change (Section 1 Capstone Tool) TOOL 3, Part A: Financial Capability Services Select the financial capability services that will help the participants in each program achieve the desired outcomes (from Tool 2) and list them in the middle column of the table below. Make sure that all the outcomes listed in your Theory of Change table connect directly to at least one of the financial capability services you plan to provide. You can revise or remove outcomes you selected in Tool 2 if they no longer seem attainable. You will further refine these services and determine who will provide them in the next two sections of this Guide. Program Clients’ Current Financial Capability (From Tool 1, Part B) List the program into which you will integrate financial capability, and summarize program clients’ current financial capability Financial Capability Services List the services that you think will help clients achieve the target outcomes Target Outcomes (From Tool 2, Part B) List financial capability outcomes that would represent an improved result for these clients *Use an asterisk to denote any outcomes you already track in your work.
CFED-1-Stop-FinCap-Toolkit.docx