Presentation is loading. Please wait.

Presentation is loading. Please wait.

Financial Capability Integration Project

Published byDaniel Wilcox Modified over 6 years ago

Similar presentations

Presentation on theme: "Financial Capability Integration Project"— Presentation transcript:

1 Financial Capability Integration Project
Presentation Narrative: ·        Where we started (the question) ·        What we did (fast #'s high level) ·        What we learned - what was surprising ·        What we built - persona, measurement instrumentation ·        Design - review of the design phase, review of the prototype, share what's next for us ·        Make an ask - feedback, support to implemen Alicia Atkinson TPA Board Presentation December 20th, 2016

2 Project Overview 2-year project focused on workforce development system + financial capability Focused on South King County Design-led project First LIL case study Funded by J.P. Morgan Chase

3 Financial Capability Integration Design Process
Depth of Understanding The Problem The Solution Aug 2016 Sept - Nov 2016 Dec 2016 Identify sites & partners Insight & context gathering Build personas & measurement system Generate ideas Build prototypes Test & refine Gain insights & improve prototypes

4 Financial Capability Integration Design Process
Depth of Understanding The Problem The Solution Aug 2016 Sept - Nov 2016 Dec 2016 Identify sites & partners Insight & context gathering Build personas & measurement system Generate ideas Build prototypes Test & refine Gain insights & improve prototypes Frame the problem

5 Problem Statement [August 2016] How might we increase client financial wellness? [November 2016] How might we improve the financial wellness of students and graduates in career development programs?

6 Financial Capability Integration Design Process
Depth of Understanding The Problem The Solution Aug 2016 Sept - Nov 2016 Dec 2016 Identify sites & partners Insight & context gathering Build personas & measurement system Generate ideas Build prototypes Test & refine Gain insights & improve prototypes Apprenticeship & Nontraditional Employment for Women (ANEW) Seattle Goodwill Frame the problem

7 Workforce Development Partners
ANEW Mission statement: Improves peoples’ lives by providing quality training, employment navigation and supportive services leading to successful family wage careers (focus on women, and minorities) Focused on their 12 week pre-apprenticeship program. 4 cohorts of 15 – 20 women per year. Seattle Goodwill Mission statement: Provides quality, effective employment training and basic education to individuals experiencing significant barriers to economic opportunity Focused on their Youth Year Around Program. 38 students, ages 15 – 17, 9 month program that focuses on career exploration. Financial activities in the past

8 Financial Capability Integration Design Process
Depth of Understanding The Problem The Solution Aug 2016 Sept - Nov 2016 Dec 2016 Identify sites & partners Insight & context gathering Build personas & measurement system Generate ideas Build prototypes Test & refine Gain insights & improve prototypes Apprenticeship & Nontraditional Employment for Women (ANEW) Seattle Goodwill Human-Centered Design: Focus groups Interviews Literature Review: Resource gathering Frame the problem

9 Insight & Context Gathering: Qualitative Research
5 Goodwill youth graduates ~14 Goodwill students 8 Goodwill staff 5 ANEW graduates ~15 ANEW students 2 ANEW staff 3 Apprenticeship coordinators 1 Financial Consultant 1 Financial Tools class observation Surprises Insights Align values (what does success look like?) Context Financial wellness Increase org buy in

10 Financial Capability Integration Design Process
Depth of Understanding The Problem The Solution Aug 2016 Sept - Nov 2016 Dec 2016 Identify sites & partners Insight & context gathering Build personas & measurement system Generate ideas Build prototypes Test & refine Gain insights & improve prototypes Personas create empathy, inspiration, and a way to test impact & suitability for design team Measurement system creates a meaningful evaluation tool Apprenticeship & Nontraditional Employment for Women (ANEW) Seattle Goodwill Human-Centered Design: Focus groups Interviews Literature Review: Resource gathering Measuring success – how will we know when we get there? Frame the problem

11 Personas

12 Measurement instrumentation

13 Financial Capability Integration Design Process
Depth of Understanding The Problem The Solution Aug 2016 Sept - Nov 2016 Dec 2016 Identify sites & partners Insight & context gathering Build personas & measurement system Generate ideas Build prototypes Test & refine Gain insights & improve prototypes Personas create empathy, inspiration, and a way to test impact & suitability for design team Measurement system creates a meaningful evaluation tool Apprenticeship & Nontraditional Employment for Women (ANEW) Seattle Goodwill Human-Centered Design: Focus groups Interviews Literature Review: Resource gathering Brainstorm ideas & design prototype Measuring success – how will we know when we get there? Frame the problem

14 Here’s what that really looks like
Using the personas and measurement system as a guide, we participated in 3 design sessions that involved

15 Prototype Money Mindset
We learned that financial capability integration is not about delivering more information more frequently, but about changing mindsets when it comes to the culture of money by talking about it early and often. Through dialog generated by activity cards we inspire clearer goals and meaning when it comes to money, build healthy identities with financial wellness, and create intention for the financial future they want. Money Mindset Choosing your own path to financial wellbeing. Activity cards that generate dialog to build inspiration, healthy identities, and intention. We learned that financial capability integration is not about delivering more information more frequently, but about changing mindsets when it comes to the culture of money by talking about it early and often. Through dialog generated by activity cards we inspire clearer goals and meaning when it comes to money, build healthy identities with financial wellness, and create intention for the financial future they want.

16 What’s next: Capture a baseline with the measurement instrument
Pilot the design and measure the outcomes Iterate and refine Meeting with Goodwill & ANEW

17 Reflections on Process
It worked! Personas are powerful CFPB’s Financial Wellness definition Lots of insights, principles, thoughts around creating an environment of choice. (“Don’t buy a truck” example) Solution fills a real need in the field & is feasible

18 Questions Alicia Atkinson Program Development Manager

Download ppt "Financial Capability Integration Project"

Similar presentations

Engagement Workshops ‘Health and Disability Kaiawhina, Care and Support Workforce Plan’ A 20 Year Horizon and 5 Year Action Plan “Starting Points”

Engagement Workshops ‘Health and Disability Kaiawhina, Care and Support Workforce Plan’ A 20 Year Horizon and 5 Year Action Plan “Starting Points”
Individualized Learning Plans A Study to Identify and Promote Promising Practices.

Individualized Learning Plans A Study to Identify and Promote Promising Practices.
1 Module 6 Putting It All Together. 2 Learning Objectives At the end of this session participants will understand: The monitoring and evaluation process.

1 Module 6 Putting It All Together. 2 Learning Objectives At the end of this session participants will understand: The monitoring and evaluation process.
BUSINESS, EMPLOYMENT & TRAINING SERVICES OUR COMMUNITY. OUR FUTURE. Environmental Immigrant Bridging (EIB) Program A training program developed by ECO.

BUSINESS, EMPLOYMENT & TRAINING SERVICES OUR COMMUNITY. OUR FUTURE. Environmental Immigrant Bridging (EIB) Program A training program developed by ECO.
FORMULATING THE RESEARCH TOPIC

FORMULATING THE RESEARCH TOPIC
1 Adopting and Implementing a Shared Core Practice Framework A Briefing/Discussion Objectives: Provide a brief overview and context for: Practice Models.

1 Adopting and Implementing a Shared Core Practice Framework A Briefing/Discussion Objectives: Provide a brief overview and context for: Practice Models.
Chase Bolds, M.Ed, Part C Coordinator, Babies Can’t Wait program Georgia’s Family Outcomes Indicator # 4 A Systems Approach Presentation to OSEP ECO/NECTAC.

Chase Bolds, M.Ed, Part C Coordinator, Babies Can’t Wait program Georgia’s Family Outcomes Indicator # 4 A Systems Approach Presentation to OSEP ECO/NECTAC.
Empathy Proto- typing Feedback Process Inventory How are you doing as an organization/in dividual in these three stages? What are you doing already for.

Empathy Proto- typing Feedback Process Inventory How are you doing as an organization/in dividual in these three stages? What are you doing already for.
Sakai Tools Designing a User-Centered Sakai Tool Sakai Tools Team Rob Lowden, Daphne Ogle.

Sakai Tools Designing a User-Centered Sakai Tool Sakai Tools Team Rob Lowden, Daphne Ogle.
Full-Service Community Schools TASK FORCE Staff Lead: Jane Nicholson.

Full-Service Community Schools TASK FORCE Staff Lead: Jane Nicholson.
Software Design Experiences 2009, adapted from d.school.bootcamp.2008 DP 0 The Wallet Project.

Software Design Experiences 2009, adapted from d.school.bootcamp.2008 DP 0 The Wallet Project.

Moving Toward Self-Sufficiency ________________________________________________________________ Preparing Mississippi’s Workforce Presentation for Reaching.

Moving Toward Self-Sufficiency ________________________________________________________________ Preparing Mississippi’s Workforce Presentation for Reaching.
the intellectual identification with or vicarious experiencing of the feelings, thoughts, or attitudes of another empathy : what ?

the intellectual identification with or vicarious experiencing of the feelings, thoughts, or attitudes of another empathy : what ?
STATEMENT OF INTENT – FINAL VERSION7 May 2012 Co-designing an integrated service system for ‘Vulnerable Families’ INTENT To develop new capabilities to.

STATEMENT OF INTENT – FINAL VERSION7 May 2012 Co-designing an integrated service system for ‘Vulnerable Families’ INTENT To develop new capabilities to.
“So, we're actually going to start failing more often now. We're going to divide up into two teams and experiment with our materials. Each team will have.

“So, we're actually going to start failing more often now. We're going to divide up into two teams and experiment with our materials. Each team will have.
Founded in 1995 by the National Association of Community Health Centers, Community HealthCorps is the largest health-focused, national AmeriCorps program.

Founded in 1995 by the National Association of Community Health Centers, Community HealthCorps is the largest health-focused, national AmeriCorps program.
Agenda for Change Creating Stable Families Basic Needs Strategies and Guidelines.

Agenda for Change Creating Stable Families Basic Needs Strategies and Guidelines.
Minnesota Public Listening Sessions: WIOA Draft Plan Deputy Commissioner Jeremy Hanson Willis Minnesota Department of Employment and Economic Development.

Minnesota Public Listening Sessions: WIOA Draft Plan Deputy Commissioner Jeremy Hanson Willis Minnesota Department of Employment and Economic Development.
Climate Change Design Challenge Global Science 2013.

Climate Change Design Challenge Global Science 2013.

Similar presentations

Ads by Google