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An overview

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  1. An overview

  2. Get Checking • History and Development of the Get Checking Program         Authors, Sponsors and Collaborators •         National, State and Local Programs

  3. Get Checking Workgroup • Christine Kniep – Winnebago County • Kristi Cutts – Winnebago County • Karen Dickrell – Outagamie County • Deb Neubauer – Dane County • Jennifer Caravella – Waushara County • Pat Ludeman – Ad Hoc Financial Specialist

  4. Workgroup Tasks • Review the participant workbook – update with information on electronic banking and make edits • Assess existing situation – found variance in length of session & content; fees for participants and financial institutions

  5. Workbook Tasks – cont. • Develop recommendations to standardize the Get Checking program in Wisconsin so it can • be evaluated but allow for unique county circumstances • give “portability” between counties

  6. Workgroup Results • Revised Get Checking participant workbook • Developed workgroup recommendations for the program • Created a teaching outline with PowerPoint • Created templates • Certificate of completion • Brochure • Working Program Principles

  7. Results - continued • Evaluation Plan • Revised post session test • Marketing and Promotion pieces

  8. Revised Participant Workbook • The workbook now includes: • information on electronic banking • Class activity in the workbook

  9. Workgroup Recommendations forGet Checking • Title and logo to identify the program in Wisconsin • The title on the participant workbook will remain Get Checking since it is used by other states and organizations.

  10. Recommendations – continued • A 3-3 ½ hour session with the goal of teaching the “need to know” skills and concepts for successfully managing a checking account and related products. • Money management concepts/skills are highlighted in Chapter 4 but not covered in detail

  11. But…money management is essential! • Agreed! Money management is important but needs adequate time devoted to it. • It is highly recommended money management be taught in a subsequent session – either directly following GCW or at another time.

  12. Resources for teaching money management • Building Bucks http://fyi.uwex.edu/buildingbucks • Your Personal Journey to Financial Success • Money Smart (FDIC) http://www.fdic.gov/consumers/consumer/moneysmart/

  13. Recommendations (cont.) • Fees for Financial Partners • The fees for financial partners will be determined at the local level. • Some things to think about: • The expenses involved in offering GCW (workbooks; printing; calculators; refreshments, etc.) • Develop a budget based on those expenses with program partners.

  14. Participant fees • The recommendation is for a standard fee of $20.00. • A lower participant fee may be subsidized through scholarships funded by financial institutions or other local contributions

  15. Teaching Outline and Powerpoint Get Checking Teaching Outline 2010 Supplies, print materials, optional print materials, time guideline, and reference to workbook pages. Get Checking Wisconsin PowerPoint(2 versions) With pictures Without pictures

  16. Teaching Outline and Powerpoint • Activity and answer key • GCW competency test and answer key • Post-session evaluation • Suggested materials for teaching a money management session

  17. Get Checking Wisconsin Templates • Brochure • Certificate of completion • Working Program Principles

  18. Get Checking Wisconsin Brochure • Standard text and format • Space to localize with contact information, and registration\ • Insert may contain the listing of classes with dates and location

  19. Certificate of Completion • Front Side • participant name • Void date • Certificate number (keep copy or record)

  20. Certificate of Completion • Back side • Topics taught • List of financial institution partners Things to keep in mind related to certificates

  21. Memorandum of Understanding • Defines expectations of the partners • Contains signatures from all appropriate entities

  22. Evaluation Plan Indicators of knowledge gained and intent to use information and make change • number of participants successfully completing post session quiz/test • **(70% correct passing grade) • Results of post-session survey

  23. Evaluation Plan (cont.) • Indicators of impact/behavior change • # of accounts opened – a postcard the participant presents to the financial institution to verify and return to the FLP educator • Retention of account – work with financial partners to get feedback on account stability • Develop an electronic (Zoomerang) follow up participant survey and/or send a hard copy follow up.

  24. Marketing and Promotion • Brochure • Sample Press Release • Sample “cold call” letter to financial institutions

  25. Marketing and Promotion • Additional marketing materials in this section • PowerPoint for financial institution and community agency staff • Develop a brief (1-2 pg.) promotional piece to use in recruiting financial institutions. (in development) • Create a link on an external website to provide information about Get Checking Wisconsin for potential participants and financial institutions. (TBD)

  26. Advisory/Community Partner Committee Suggestions • Helpful in recruiting efforts with potential participants and new financial partners • Helpful in marketing and promotion efforts • Budget Preparation

  27. Q & A