Evaluation of programs is crucial to gaining insight into what does and does not work, how best to adjust service delivery, and patterns and trends among clients. Yet, too often evaluation occurs only at the end of a project, is focused exclusively on informing funders and other outsiders, and is designed around the assumptions and language that reflect the culture of the evaluator, with less regard for the client. For the financial capability field, Success Measures, drawing on the expertise of both practitioners and researchers, designed evaluation tools - including surveys, interview questions, and focus group guides - that met the needs of practitioners, with respect and sensitivity to their clients, and that provided real-time actionable insights.
Measuring Financial Capability and Well-Being in Financial Coaching Programs