You’ve set up access to the platform, which means you’ve made the connection between your program’s mission and financial security work. Now, how do you best leverage the platform to show your impact on that mission?

First, determine what financial security outcomes will be the most impactful for your customers. Use the Connecting Outcomes to Financial Security tool to help you do this. For example, if your program specializes in housing for the homeless, you may decide that a customer who improves their credit score is more likely to be successful and achieve your mission - being sustainably housed. There are six key financial security areas: Goals, Assets, Banking, Credit, Debt and Taxes.

Second, determine what financial security actions will lead to the outcomes you’ve just identified as priorities. Use the Financial Security Goals Menu tool to help you do this. The tool lists three possible financial security actions for each of the six financial security outcomes, but you can also list your own action steps! The actions that you choose will become integral to your staff’s day-to-day work with customers.

Third, make it specific! It’s important to set specific goals--with target numbers--so that your staff know what they are working towards. In the “Staff Goals” section, note three specific goals for financial security actions (for example, “staff pulls credit report for 100 customers over 12 months”). These are your goals for staff outputs.

In the “Customer Goals” section, note three specific goals for financial security outcomes (for example, “75% of customers will save consistently over 12 months”). These are your goals for customer outcomes.

Once you have set these goals, your next steps will include messaging the goals and expectations to staff, ensuring proper data collection in the platform, and running progress reports in the Reports tab!

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