Analysis of Organizational Capacity Financial Capability Service(s): Leadership Support Strong Moderate Weak Nonexistent Strong Moderate Weak Nonexistent Strong Moderate Weak Nonexistent Strong Moderate Weak Nonexistent Funding Strong Moderate Weak Nonexistent Strong Moderate Weak Nonexistent Strong Moderate Weak Nonexistent Strong Moderate Weak Nonexistent Staff Capacity Strong Moderate Weak Nonexistent Strong Moderate Weak Nonexistent Strong Moderate Weak Nonexistent Strong Moderate Weak Nonexistent TOOL 4, PART D: Putting It All Together Use the table below to analyze all the information laid out in Parts A, B, and C and draw conclusions about whether your organization should use a DIY approach to integrate each financial capability service or whether you should explore referral or partnership options instead. Remember to complete one copy of the table in Part D for each program into which you plan to integrate financial capability services. Target 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
When does it make sense logistically to incorporate referrals to this new service? Considerations include: timing (such as providing VITA services during tax-time; parents’ availability when school it out); funding streams and constraints; staffing availability (such as capacity issues when demand is high in the winter months); duration of the program (such as in a summer youth employment program); and location. TOOL 11: The DIY Plan TOOL 11, Part A: The Financial Capability Service(s) Describe what it will take to provide the service(s) included needed resources and how you will obtain or build these resources. Target Program: Financial Capability Service(s) List the financial capability service(s) you plan to provide in the rows below (one service per row). What does it take to provide this service to clients? Use the intensity analysis that you completed in Tool 4. Based on what it takes to provide the service, identify areas where you need to build capacity or acquire resources. Include both staff capacity needs and resource capacity needs. Note that this applies to both new services and expanded services. How will you obtain or build the needed resources? E.g., train staff, hire more staff, fundraise, etc.
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 support you need? Consider groups such as: Internal Stakeholders 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.