For Jessica Perdew with the Personal Financial Readiness Office of the United States Marine Corps, gathering data from their training staff was a cornerstone of her programming vision. She enlisted the support of the NFEC to train their Personal Finance Counselors and take comprehensive pre- and post-measurements. Because of the counselors’ extensive training background, data was gathered in advance so the training could be customized to address areas that needed the most improvement, areas where staff were overconfident, and teaching behaviors that may not be aligned with the best results. After two days of training, the counselors showed a 26% improvement in their test scores, more than 50% improvement in their sentiment, and demonstration that new behaviors were being explored. We commend Jessica for her focus on making data-driven decisions to continue supporting our men and women in uniform to work toward greater financial security.
Proving your program’s impact by reporting program results can open up new opportunities. People want to work with others who have demonstrated their professionalism and competencies in delivering top-quality financial education programming that makes a measurable impact. Case study reports help you highlight your results without being ‘salesy.’