TOOL 4, Part C: Organizational Capacity For each financial capability service you are considering integrating (as listed in Part B), rate the level of your organizational capacity—in terms of leadership support, funding, and staff resources—on a scale from strong to non-existent. Table 2 provides a detailed explanation of the ratings scale. Remember to complete one copy of the table in Part C for each program into which you plan to integrate financial capability services. Table 2. Description of Organizational Capacity Scale Strong Moderate Weak Non-Existent Leadership Support Our leadership is fully supportive of providing it in-house. Not all leaders are invested in the concept. There is limited leadership buy-in at this point. Leadership does not support building the capacity needed to provide it in-house. Funding We have dedicated and sustainable funding to support it. Our current funding supports it, but we need to secure additional funding to expand/ continue the work. We have a funding strategy and have identified potential funding sources, but no funding is secured yet. We do not have a funding strategy or identified resources for this project. Staff Capacity We have adequate staff with the appropriate training to deliver this service. We have the right amount of staff but need to identify further training. We will need to hire additional We cannot hire or train staff to provide it Target Program:
Integration Decisions Financial Capability Service(s): Using the information in Part B, does the proposed service align with our current levels of client engagement? Yes, potential for DIY No, but we would like to consider DIY anyway because: No, explore referral or partnership for the service Notes: Yes, potential for DIY No, but we would like to consider DIY anyway because: No, explore referral or partnership for the service Notes: Yes, potential for DIY No, but we would like to consider DIY anyway because: No, explore referral or partnership for the service Notes: Yes, potential for DIY No, but we would like to consider DIY anyway because: No, explore referral or partnership for the service Notes: Drawing on the responses in Part C, do we have sufficient in-house capacity to provide this service? Yes, potential for DIY No, but we would like to consider DIY anyway because: No, explore referral or partnership Notes: Yes, potential for DIY No, but we would like to consider DIY anyway because: No, explore referral or partnership Notes: Yes, potential for DIY No, but we would like to consider DIY anyway because: No, explore referral or partnership Notes: Yes, potential for DIY No, but we like to consider DIY anyway because: No, explore referral or partnership Notes: Do we have any remaining questions or items for follow-up? Yes No Notes: Yes No Notes: Yes No Notes: Yes No Notes: TOOL 5: Community Services Inventory of Providers Conduct a scan to identify all the organizations that 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
Does the organization have the capacity to provide this service to our clients? Yes No Unsure Notes: Yes No Unsure Notes: Yes No Unsure Could our clients access this service? E.g., is it available, can the organization accommodate more clients, is it accessible? Yes No Unsure Notes: Yes No Unsure Notes: Yes No Unsure Notes: Would this service be a good fit for our clients? E.g., is it tailored for our client group? Yes No Unsure Notes: Yes No Unsure Notes: Yes No Unsure Notes: Should we work with this organization to provide services? If yes, should we refer our clients to it or partner with it to provide this service? Yes, candidate for partnership Yes, candidate for referral No Unsure Notes: Yes, candidate for partnership Yes, candidate for referral No Unsure Notes: Yes, candidate for partnership Yes, candidate for referral No Unsure Notes: Note—if you are unable to answer any of the previous questions, list out the remaining questions or items for follow-up.