cbos: increasing attachment & retention
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CBOs: Increasing Attachment & Retention . Working Families Success Network November 7, 2013. Workshop Focus. What are strategies for keeping participants in our center services engaged on the road to “success”? - PowerPoint PPT PresentationTRANSCRIPT
CBOs: Increasing Attachment & Retention
Working Families Success Network November 7, 2013
What are strategies for keeping participants in our center services engaged on the road to “success”?
How are centers addressing some of the challenges that might cause participants to drop out?
Workshop Focus
Sarai Garza, Financial Coach-Central States SER (Chicago)
Lars Gilberts, Director of Financial Stability – United Way Center for Financial Stability at Branches (Miami)
Sheryl Morris, CWF Site Director – Jane Addams Resource Corporation (Chicago)
Panelists
From Southwest Solutions CWF site in Detroit:
Kevin Cornell - participant in Homeless Veterans’ Reintegration Program (HVRP)
Guisa Suttles - participant in Detroit GreenWorks Solutions
Special Guests
Operated by Branches, partnering with United Way of Miami Dade – started in 2009 (branchesfl.org)
Informed by best practice and local experience consulting with micro-entrepreneurs on business/personal finances Financial coaching based on Coactive Coaching and Central
New Mexico Community College models
Train/serve 4000 per year / coaching for 350 70% of those coached are already employed
United Way Center for Financial Stability
Funders◦ LISC since April 2011
Community Development Block Grant (employment services) Community Walk-Ins (Affordable Care Act)
◦ United Way of Metropolitan Chicago◦ IL Department of Human Services
WorkFirst, SNAP, Special Project (Opt-ins)
Key Elements◦ Expanding the CWF umbrella◦ Theory of Change
Center for Working Families at Central States SER
Outcomes◦ PY1: 230 new enrollees◦ PY2: exceeded financial outcomes ◦ PY3: midyear exceeded credit score and net work
Demographics◦ 83% female / 22% Latino / 75% African American◦ 5% working at program entry◦ 30% with criminal conviction / 30% without HS Diploma
www.centralstatesser.org
Center for Working Families at Central States SER (cont.)
A CWF built on a Manufacturing Training platform (training schedule creates a deeper client connection)
Served 1635 as site, 975 non-MSP participants
76% unemployed at entry
54% male / broad range of ages
42% African American / 26% Latino
Jane Addams Resource Corporation
1. Strong coaching relationships focused on incremental successes.
2. Timely use of relevant financial products
3. Incentives as a tool for re-connection
4. Intentional planning of work flow and staff time
5. Frequent monitoring with data
Attachment & Retention Strategies THEMES
Clients not disqualified on anything besides motivation
Setting Expectations◦ Client Agreement◦ Release and Disclosure
Financial Stability Plans◦ Elicited◦ Motivation◦ Habits◦ Short-term goals
Harnessing Motivation (Branches)
Completing a Plan
Creating Value
Reflecting: What has been / What they now want to be
Engaging in additional Financial Stability Plan(s)
Harnessing Motivation (cont.)
C O A C H Model - Key Elements:
Partnering with the client to create financial goals, move through obstacles and hold them accountable
The client is the EXPERT on the client’s life; they have answers and we do NOT offer advice
Creative, Resourceful and Whole
Action, Accountability and Goal-Focused
Coaching (Central States SER)
TWIN ACCOUNTS Created by LISC Phase 1: $300 Loan Phase 2: Secured Credit Card
Products help clients move beyond survival mode and into future thinking and planning.
Using Products (Central States SER)
We all like FREE STUFF! (A part of the answer…) A tool to reconnect with a client Can grab attention when “life happens” Donations from board members and businesses – from
pizza parties to a Samsung tablet
Are WE part of the problem? What can we do?? More/better coaching training Designated days and times for retention calls Better cross-staff communication
Incentives & Program Structure (Central States SER)
Jane Addams Resource
Corporation FOC Flow Chart
8-20-13
Job Placemen
t Appt. Job
Developer
General Orientation
Appt. Financial Coach
Appt. Income Support Coach
Appt:CareerCoach
Digital Literacy Classes
Job ReadinessTraining
Appt. ACA
Enrollment
New Resources ACA and
AmeriCorps
Appt. Financial Coach
Financial Only
Manufacturing Orientation
Manufacturing Training
Digital Literacy Classes
Education Programs
Frequency of Contact0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
SIF Year 1SIF Year 2SIF Year 3
JARC: Intentional Retention Management
Frequency of Contact
SIF YR 1 SIF YR 2 SIF YR 30
50
100
150
200
250Financial Counseling Key Outcomes
Increased Credit ScoreIncreased Net IncomeIncreased Net Worth
Financial Coach Outreach Helps
Social Innovation Fund - Performance Benchmarks Year 3Jane Addams Resource Corporation
Date of Report 30-OctMonths Remaining 3 Required # Done % Done # Needed / Month Pg Ref# Receiving 2 of 3 Services 210 193 92 5.7 10 (OP)# Receiving 3 of 3 Services 190 212 112 -7.3 10 (OP)
# Completing Combined Financial Assessment 190 174 92 5.3 6 (FS)
# Obtaining Employment 80 89 111 -3.0 1 (ES)# Retaining Employment (Verified) > 90 Days 67 49 73 6.0 2 (ES)
# Retaining Employment (Verified) > 180 Days 40 34 85 2.0 2 (ES)
# Retaining Employment (Verified) > 365 Days 25 34 136 -3.0 2 (ES)# Increasing Net Income 116 116 100 0.0 6 (FS)
# Increasing Net Worth 70 108 154 -12.7 7 (FS)
# Increasing Credit Score 140 225 161 -28.3 6 (FS)
JARC: Regular Data Monitoring
What new ideas do these presentations spark?
What are other engagement retention strategies that work for you?
Group Discussion