Blanche is a supervisor for a company that organizes hundreds of leadership summits around the country, and is currently responsible for 21 leadership coaches. Several people in her team had approached her seeking advice on personal finance issues, so she decided that the best thing she could do would be to help them all – as a group – with their knowledge on this issue. She had already acquired a lot of knowledge on this topic herself, but she wasn’t quite sure how to convey this information to a group that was all in their early and mid-20s.
After doing a quick and casual survey in one of their regular morning meetings, she suddenly realized just how little this group knew about personal finance concepts. She would absolutely need to start her money management presentation from the very beginning. The money management classes she had in mind would convey the basic information people need to know about money.
Download money management PowerPoint presentations at this link. Use them to lead classrooms, workshops, or other financial literacy programming.
Working out the Most Thoughtful Timing
This particular group had insanely mismatched schedules and different levels of available free time for this money management presentation. Blanche needed a course that would still be able to work within these limitations. That’s why she opted to build a flexible program that is thoughtfully divided into smaller modules that can be completed whenever and provide homework so participants can continue their education. She developed money management worksheets and student guide to assist in the after-class activities she assigned.
Blanche’s job was not finished. She knew that these leadership coaches would be best served if they continued to receive ongoing support. When the first of the money management PowerPoint presentations was over, she decided to write out some personalized messages, directed to everyone who participated, in order to encourage them to keep learning about the topic.
She chose to continue offering monthly follow-up courses, so that she could enable them to retain everything she helped them learn. This simple move would enable them to keep perfecting their ever-growing understanding of this life-changing subject. She also performed a number of money management surveys and test to see how the participants liked the course and improved their knowledge.