Identify and describe the stakeholders who may impact your financial capability planning or implementation work in the far left column. Then answer the questions in the remaining columns to analyze the perspective of each stakeholder. You will use this information to craft a proposal for support in Part B. Who are the What do you need What issues do What potential What information, Where can you stakeholders them to do or they care about? objections/ key words or data get this data or whose support you commit to doing? concerns might related to financial compelling What do they spend need? they have to your capability would information? most of their time and You may have request? they find resources on? How already identified the Consider groups such Consider local do they measure compelling? financial, staff and as: sources tied to your If you’ve worked with success? material resources client base or them before, what Are they more Internal Stakeholders you need in Tools 4, community as well as have they supported focused on hard data Board/Leadership 9, 10, 11, or 12. some of the national or rejected? or individual stories? Depts./Staff sources listed in this Do they prioritize Clients section or in reaching large External Stakeholders References and numbers of clients? Current Funders Resources. What part of the Potential Funders financial capability Community or rationale would be of Business Leaders interest to them? Others (e.g., any groups relevant to your context)
Identify and describe the stakeholders who may impact your financial capability planning or implementation work in the far left column. Then answer the questions in the remaining columns to analyze the perspective of each stakeholder. You will use this information to craft a proposal for support in Part B. Who are the stakeholders whose support you need? Consider groups such as: Internal Stakeholders Board/Leadership Depts./Staff Clients External Stakeholders Current Funders Potential Funders Community or Business Leaders Others (e.g., any groups relevant to your context) What do you need them to do or commit to doing? You may have already identified the financial, staff and material resources you need in Tools 4, 9, 10, 11, or 12. What issues do they care about? What do they spend most of their time and resources on? How do they measure success? What potential objections/ concerns might they have to your request? If you’ve worked with them before, what have they supported or rejected? What information, key words or data related to financial capability would they find compelling? Are they more focused on hard data or individual stories? Do they prioritize reaching large numbers of clients? What part of the financial capability rationale would be of interest to them? Where can you get this data or compelling information? Consider local sources tied to your client base or community as well as some of the national sources listed in this section or in References and Resources.
CFED-1-Stop-FinCap-Toolkit.docx