[Natfinwellness] Metrics for showing success

[Kathleen Czech]

Hello Lissa,

We have had a Financial Literacy Department since 2008. Please see my
answers to your questions in red below. If you would like to learn more
about what we're doing, it's probably easiest for you to give me a call.
Thank you,

Kathy


*Kathy Czech*
*Assistant Director, Financial Literacy & Student Employment | St.
Catherine University | Coeur de Catherine Suite 210 | 2004 Randolph Avenue,
St. Paul, MN 55105 |  kzczech at stkate.edu <kzczech at stkate.edu> |   |
651.690.8685 |* *studentemployment at stkate.edu
<studentemployment at stkate.edu>  |  moneymentors at stkate.edu
<moneymentors at stkate.edu>*




On Fri, Feb 13, 2015 at 7:11 PM, Perrone, Lissa <
Lissa.Perrone at oregonstate.edu> wrote:

>  Hi,
>
> At Oregon State University, we are proposing to have a financial literacy
> office to coordinate all the great pockets of FinLit offers we have.  We
> want to include how we will measure the positive impacts and outcomes, and
> have a great list going.  We wanted to check with those that are already in
> the game for advice and guidance.
>
>
>
> If you have a financial literacy office:
>
> 1.       What statistics do you track? We track all walk-in and scheduled
> appointments, whether they be with me (Asst. Dir.), a Peer Money Mentor, or
> our retained Consumer Credit Counselor. We track all attendance to our
> programs through a sign-in sheet. We track the number of students stopping
> by our info tabling dates (we don't track names at tabling). We track all
> email requests for assistance and our responses. We track our social media
> connections. We track survey responses/results. We track all spending.
>
> 2.       Do you survey students to show before/after results? We survey
> students after our events and appointments to gauge if they got the
> information they sought and felt good about moving forward with the
> information taught. We also have done general surveys about their financial
> stress. We have not done a before & after survey per se.
>
3.       How do you report on your success? Our office is run primarily
> through grant funds, so each year I provided a brief written review of our
> events, attendance numbers and general theme of survey responses (which
> thankfully have always been very positive). Along with this  summary of the
> year's activity, I provide easy-to-reference spreadsheets as visuals. As a
> side note, keeping up-to-date with activities via spreadsheets has been a
> fantastic way for me quickly reference our office's work.
>
> 4.       What does your leadership ask you to report on? Programs held
> and their attendance numbers, tabling topics and activity, appointments and
> what students are coming in to get assistance with, survey results and
> operational costs.
>
> 5.       How do you know you're successful? Positive survey responses to
> our programs/appointments, increased attendance numbers to our events each
> year, and an increase in office foot traffic, because it shows that
> students are interested in and seek our services. Also and most
> importantly, students who say that using our services decreased their
> financial stress - that's what it's all about!
>
>
>
> Thanks! - Lissa
>
>
>
>
>
> *Lissa Perrone *| *Bursar, Associate* *Director of Business Affairs* | *Oregon
> State* *University*
>
> 100B Kerr Admin Building | Corvallis, OR 97339-1086 | Phone: 541-737-6127
>
>
>
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>
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