Now that your organization has access to Change Machine - including its customer management platform, community of practice, professional development resources and tools - how do you best leverage the platform for increased program success? 

The Financial Clinic offers TRANSFORM - the organizational development model that helps you understand how your customers’ financial insecurity affects the success of your mission, how to capture programmatic data and analysis for more impactful service delivery and advocacy, and more. 

Clinic partners using TRANSFORM get access to tools and one-on-one implementation support in the following key outcome areas: Goal & Vision Setting; Service Delivery; Infrastructure & Staff Support; Development and Stakeholder Cultivation; Outreach, Marketing and Communications; Referral Partnership Building; Lasting Change.

If you are a program manager or leader at your organization, you can jumpstart your work using the model by completing this online Organizational Baseline Assessment. The Financial Clinic’s Capacity Building team will analyze your responses and determine what you’re already doing well, as well as how you might be able to utilize TRANSFORM tools and one-on-one implementation support to take your program to the next level.


What to expect:

  • The assessment will take about 45-60 minutes to complete;
  • The assessment includes general questions about your program, as well as specific questions that correlate to the key outcome areas in the TRANSFORM model;
  • Once you start the assessment, you will not be able to pause and save your work (if you would like a PDF version to help plan your responses, email [email protected]);
  • The Financial Clinic will respond with results and next steps.
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