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Paving the Way

Resource Information

Author(s): Megan Bolado, Dominique Derbigny, Alicia Hadley

Date Published: March 2017

File Type: PDF

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Published by CFED

A Roadmap for Organizations Partnering to Deliver Financial Capability Services

Based on the experiences of organizations participating in the Learning Partnership, this brief shares learnings about the process of planning for and delivering financial capability services within organizations and across partners. This brief is aimed at community-based organizations that serve low- and moderate-income clients who are experiencing financial challenges. It was designed especially for managers and staff who are responsible for planning and executing new programs and services.

This brief explores four phases of the integration lifecycle—discover, design, implement and converge—with specific recommendations and shared lessons from the field for how others can take this planning approach or adapt it for their own purposes, particularly when working with partners to deliver services in their communities. While integration itself is a fairly new concept, CFED gained several insights into opportunities for and challenges to integrating across partners through the Learning Partnership. This brief is rooted in real-life examples from the field including anecdotes, lessons learned and promising practices from organizations that previously embarked on the process.

Issue Areas:

Learn: Financial Education, Counseling and Coaching

Save: Financial Empowerment

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