Financial Literacy Campaign Reporting & Data Gathering

Among the vast array of financial literacy campaigns that have cropped up in the past decade, few provide clear evidence demonstrating program impact. Programs that fail to clearly define quantifiable measures of success and do not collect data aligned with those measures deliver unproven results.

In well-constructed programs, measures are clearly defined to guide development and offer barometers of the program’s impact. The data are gathered consistently to provide solid evidence by which the program can be judged.

The NFEC’s approach to developing financial literacy campaigns are focused on measuring programs so they possess these qualities: 1) demonstrat positive change in participants’ financial behavior; 2) increased community awareness about the importance of financial literacy; and 3) a sustainable business model that ensures the campaign will continue to help people well into the future

Data gathering and reporting are the backbone of a program, and yet this element is often ignored. We offer support to organizations committed to ensuring that their programs are truly making an impact and to continue improving their programming over time.

Educational Measures and Reporting

For people or organizations serious about getting the best results and helping others improve their financial capabilities – measurements, data gathering and reporting are vital. Well-put-together reports highlight your success and professionalism.

There are 2 main types of educational measures:

campaign report

1) Assessments

Tests and surveys are conducted before the financial literacy campaign starts, at select points during implementation, and according to set timelines after the program concludes.

financial literacy campaign data

2) Behavior Change Measures

Measures that demonstrate adoption, behavior molding or modification based on data-driven measures (i.e. savings rate, debt load, credit scores, retirement plan participation, wage garnishment measures, etc.).

Reporting should include not only these measures but also other important assets: event photos, participant testimonials, client testimonials, survey results, pre- and post-test data. Including all these items in a report balances the feel-good aspects of financial education with empirical data that demonstrate the program’s impact.

Financial literacy campaign

NFEC Educational Measures and Reporting Support

Testing & Surveys

Included

Online Data Gathering Solutions

Varies
  • The NFEC can set up customized test and survey questions on a Learning Management System that allows you to collect data online and generate reports.

Report Template

$195
  • Twelve unique template page layouts are customized with your color scheme and logos for reporting your data.

Report Completed by NFEC

Varies
  • All data is compiled, laid out and designed by the NFEC’s team. This can include educational, organizational and other key measures.

Advanced Organizational Measures

Given recent technological advancements, a variety of data now can be gathered and used to measure program impact at the organizational level.

The NFEC has developed ways to measure corporate objectives that are then designed into financial education programming. These measures vary widely from organization to organization, but following are some of the most common assessments we utilize:

Learn More About our Advanced Organizational Measure Process

The NFEC supports organizations that desire to show the return they receive from financial education programming. Complete the short survey below to gain immediate access to your custom financial literacy presentation.

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