Financial Literacy Program Design and Development

(Part 1 of 4)

As you introduce financial education, making a good first impression is essential. The process you will learn here will help you build initial interest, enlist support from stakeholders, and get initial buy-in for pursuing a personal finance education campaign with your chosen organization.

Discovery, Define, Design

The program you and/or your organization choose to implement may range from a class-room program to a nationwide effort. No matter the scope, the information on this page will guide you through the developmental process, ensuring that the campaign aligns with your educational, philanthropical, and organizational objectives at every step.

Developing a financial education program is a three-part process. Download your guide or read below for quick tips.

Discovery

One-size-fits-all financial literacy programs do not work for most organizations. Each group has unique educational, organizational and philanthropic objectives that require experienced professionals to deploy specialized solutions.

This discovery lays the foundation for clearly defined programming objectives and custom program design. Increase your chances of success by enlisting the support of qualified experts to:

Define

Financial literacy programs that do not clearly define quantifiable measures of success in advance of development lack structure. These programs often appear haphazard and pieced together, and are likely to deliver subpar results.

The ‘define’ phase provides the measures that will provide the overall blueprints for the campaign and barometers of the program’s impact. The data gathered through these measurements provide empirical data by which program success can be judged.

Our consultants develop measures to provide empirical evidence of the program’s impact toward achieving your organizational objectives. We work with your team to define:

Educational Measures

Each program has data points we can measure to help us assess program impact.

Organizational Measures

Key barometers are established to empirically measure your corporate objectives. These measures vary widely from organization to organization, but our experts help you determine the best methods of gathering data specific to your needs. This can include:

Philanthropic Measures

We review your current philanthropic initiatives and establish measures aligned with new or expanded financial education programming.

Design

Most financial literacy programs lack the level of design expertise needed to ensure positive brand alignment and overall results. Many ‘programs’ are simply random financial literacy resources pieced together without considering flow or how each individual asset contributes to the greater initiative.

Programs designed by qualified experts are built with purpose. All the campaign components work together to promote financial literacy and to further your business objectives. In well-designed programs, the flow of information and built-in promotional components lead to greater overall campaign results.

Creating a successful financial education campaign requires specialized expertise. The impact, overall outcomes and results of any program are directly influenced by the information gathered during the discovery and design phases and then molded into custom solutions by qualified campaign designers.