Module 8: Presentation of Financial Plans

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Presentation transcript:

Module 8: Presentation of Financial Plans Managing Money Curriculum Module 8: Presentation of Financial Plans Review Plans & Additional topics

Each university is an affirmative action/equal opportunity institution Project Team: Ruby Ward, Professor, Utah State University Trent Teegerstrom, Associate Director of Tribal Extension, University of Arizona Karli Salisbury, Research Associate, Utah State University Kynda Curtis, Professor, Utah State University Staci Emm, Extension Educator and Professor, University of Nevada Reno Carol Bishop, Extension Educator and Associate Professor, University of Nevada Reno Acknowledgments: Vicki Hebb, reviewing content, and Russ Tronstad and Stuart Nakamoto, content. This material is based upon work that is supported by the National Institute of Food and Agriculture, U.S. Department of Agriculture, under award number 2013-38640-22175 through the Western Sustainable Agriculture Research and Education program under subaward number EW14-017. USDA is an equal opportunity employer and service provider. Any opinions, findings, conclusions, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of the U.S. Department of Agriculture. Each university is an affirmative action/equal opportunity institution

Outline Present Financial plans and review Guest speaker additional resource exploration Reflect on personal progress and the steps ahead This module is important because it will allow you to see the progress that your students have made, and give feedback to help them fine tune their budgets.

Present and Review Plans Examine plans for Completeness: Is there other things it should contain? Realistic: What suggestions would you have? Chances are that students have different starting points in the curriculum, some may be further ahead than others in completing their budgets. It may be helpful to present what they have, even if it is not complete. The feedback received may help them refine and complete their plan. This slide has some things to look for in a plan. They should also have methods of monitoring their progress. This is a good place to encourage their progress and provide feedback to help them refine/complete their plans.

Additional Topic / Speaker This section is to allow flexibility in either bringing in a guest speaker to talk about resources or opportunities. This could also be where you explore and present information on local resources available and how to access them. Ideas for guest speakers include training programs to get better jobs, workforce services, etc.

Reflect on Progress and Next Steps What have you learned? How comfortable are you with your plan? What are your next steps? Are you committed? This is where you will really see how much they have learned and whether they are committed to making changes. You might also ask them, what has happened or what changes they have already made? You might also ask them, what they expect to happen as they follow their plan?

Thank you!