[Natfinwellness] Peer Program Materials - Intake form?

[Potter, Sara]

Hi Niki,

Take a look at the fillable intake form that we use for our peer here: http://www.financialwellness.ucla.edu/Portals/45/Documents/Intake%20Survey%20Editable%202.pdf

We use this for students who meet with me one on one as well as those who wish to meet with one of our peer coaches.

Hope this helps!

-Sara Potter

[https://docs.google.com/uc?export=download&id=0B_MGIy4Rna4GSVZMczhVaGVEZEE&revid=0B_MGIy4Rna4GdzZpOGpyYjVKZC8yYWlEUmJ1dUF2ZUtwakNJPQ]

Sara E. Potter

M. Ed. Student Affairs | UCLA
Financial Wellness Coordinator | Dean of Students Office, UCLA
E-mail: spotter at saonet.ucla.edu<mailto:spotter at saonet.ucla.edu>
Office: Murphy Hall 1104
Phone: (310) 825-6901

Visit our online resources by clicking below:
[https://docs.google.com/uc?export=download&id=0B_MGIy4Rna4GaFMxeDByNFl6TUU&revid=0B_MGIy4Rna4GNUVVNGl6OHpCV2JwcjRSb2Z4TlpqdnZtQ2xVPQ]<https://www.facebook.com/uclafinancialwellness?fref=ts>    [https://docs.google.com/uc?export=download&id=0B_MGIy4Rna4GdUxTVWFZM3ZkZDQ&revid=0B_MGIy4Rna4GVVlQYWIrTW5EQUltVkd6cWM4bkZUQTVGRks4PQ] <http://financialwellness.ucla.edu/>




From: Natfinwellness [mailto:natfinwellness-bounces+spotter=saonet.ucla.edu at lists.osu.edu] On Behalf Of Niki Pechinski
Sent: Tuesday, January 26, 2016 10:51 AM
To: National Financial Wellness Listserv
Subject: [Natfinwellness] Peer Program Materials - Intake form?

Dear Colleagues,

Happy winter wishes to all!

For those with established an peer mentor/counseling program, what intake documents do you use? I am looking for any documentation that helps the peer counselor get to know the student better or outlines overall goals and expectations.

Thank you for sharing your resources,
Niki

Niki Pechinski
Financial Literacy Educator
University of MN Duluth
(218) 726-7039
Facebook <http://www.facebook.com/umdllas> | Twitter<http://www.twitter.com/umdllas> | Live Like a Student<http://d.umn.edu/onestop/llas/>
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