You will need to complete a copy of this table for each of your target programs into which you will integrate financial capability services through referrals. Target Program: Financial Referral Considerations for Where to Referrals Points(s) Capability Service Organization Integrate the Referral into the Select the best touch point(s) in the current List the financial Current Program* program workflow at capability service(s) for prompting questions which to refer the you plan to refer program participants program clients to in for the financial the rows below (one capability service. service per row). *Prompting Questions for Considerations for Where to Integrate the Referral into the Current Program: Considerations for Where to Integrate the Referral into the Current Program
You will need to complete a copy of this table for each of your target programs into which you will integrate financial capability services through referrals. Target Program: Financial Capability Service List the financial capability service(s) you plan to refer program clients to in the rows below (one service per row). Referral Organization Considerations for Where to Integrate the Referral into the Current Program* for prompting questions Referrals Points(s) Select the best touch point(s) in the current program workflow at which to refer the program participants for the financial capability service. *Prompting Questions for Considerations for Where to Integrate the Referral into the Current Program: Considerations for Where to Integrate the Referral into the Current Program
ATw.docx