Tools for 2022: Tamarack’s Top 10 Resources Published in 2021

The Tamarack Institute develops and supports collaborative strategies that engage citizens and institutions to solve major community issues across Canada and beyond. Our belief is that when we are effective in strengthening community capacity to engage citizens, lead collaboratively, deepen community and end poverty, our work contributes to the building of peace and a more equitable society.

This toolkit contains the top ten resources they published in 2021 including: index of community engagement techniques, the community engagement planning canvas, a guide for community-based COVID recovery, a guide for engaging people with lived and living experience, asset-based community development, a guide for advancing the sustainable development goals in your community and much more. 



ABLE 2021: Virtual Fall Series


Recover and Rebuild: Helping Canadians build financial security during the pandemic and beyond 

The 2021 ABLE Financial Empowerment (FE) virtual series is a collection of online financial empowerment events designed to provide frontline FE practitioners, FE stakeholders, government, policy-makers and academics with knowledge, tools, resources and insights on financial topics to help struggling Canadians build financial resilience through the pandemic and recovery.  

The spring virtual series features presentations and interactive discussions for frontline practitioners. The fall virtual series showcases relevant topics for post-pandemic financial empowerment and is geared for people from all sectors working to mobilize financial empowerment solutions to tackle poverty in Canada.

 




ABLE 2021: Opening and Welcome Helen Bobiwash, FCPA, FCMA, CAFM – YouTube

Tackling pandemic hardship: The financial impact of COVID-19 on low-income households – YouTube

Download summary and detailed reports: The financial resilience and financial well-being of Canadians with low incomes: insights and analysis to support the financial empowerment sector

Download slide deck: The differential impact of the pandemic on low income families

Resolve Financial and Credit Counselling

Video Pitch: Booth chat: Jeri Bittorf, Resolve Financial and Credit Counselling Services Coordinator – YouTube

Slide Deck: K3C Credit Counselling (ablefinancialempowerment.org)

Seniors Financial Empowerment Network

Video Pitch: Booth Chat: Sarah Ramsey, City of Edmonton, Community Development Social Worker – YouTube

Seneca College

Video Pitch: Booth Chat: Varinder Gill, Seneca College, Professor & Program Co-ordinator – YouTube

Slide Deck: Innovations in Tax Filing: Study of Barriers Faced by Low Income People and Finding Potential Solutions (ablefinancialempowerment.org)

Prosper Canada: Integrating Financial Empowerment into Ontario Works

Video Pitch: Booth Chat: Ana Fremont, Prosper Canada Manager, Program Delivery and Integration – YouTube

Slide Deck: Thunder Bay Financial Empowerment Integration (ablefinancialempowerment.org)

Prosper Canada: Prosperity Gateways – Cities for Financial Empowerment, Toronto Public Library

Video Pitch: Booth Chat: John Stephenson, Manager, Program Delivery and Integration – YouTube

Slide Deck: PowerPoint Presentation (ablefinancialempowerment.org)

View session recording

Download slide deck: Income Support During COVID-19and ongoing challenges

Download slide deck: Re thinking income adequacy in the COVID-19 recovery

Session recording: Financial wellness and healing: Can building financial wellness help Indigenous communities? – YouTube

Download slide deck: Indigenous Financial Literacy: Behaviour Insights from an Indigenous Perspective

Download slide deck: Financial wellness and Indigenous Healing

Session Recording: Financial wellness and healing: Can building financial wellness help Indigenous communities? – YouTube

Download slide deck: When Money Meets Race: Addressing Systematic Racism Through Financial Empowerment

Session: All together now: How all sectors have a role to play in rebuilding Canadians’ financial health – YouTube

Session recording unavailable

Download slide deck: When Opportunity Knocks: Disability without Poverty

View the session recording

View Recording

Guaranteed Income Community of Practice resources

The Guaranteed Income Community of Practice (GICP) convenes guaranteed income stakeholders, including policy experts, researchers, community and program leaders, funders, and elected officials to learn and collaborate on guaranteed income pilots, programs and policy.

The GICP website includes resources on:

  • GICP fact sheets and briefs
  • video curriculum
  • program design resources
  • task force reports and agendas
  • program evaluations and income research
  • literature reviews
  • policy, books, articles, films

 



ABLE 2021: Virtual Series

Recover and Rebuild: Helping Canadians build financial security during the pandemic and beyond

The 2021 ABLE Financial Empowerment (FE) virtual series is a collection of online financial empowerment events designed to provide frontline FE practitioners, FE stakeholders, government, policy-makers and academics with knowledge, tools, resources and insights on financial topics to help struggling Canadians build financial resilience through the pandemic and recovery.  

The spring virtual series features presentations and interactive discussions for frontline practitioners. The fall virtual series showcases relevant topics for post-pandemic financial empowerment and is geared for people from all sectors working to mobilize financial empowerment solutions to tackle poverty in Canada.



Read the presentation slides for ‘Self care for frontline practitioners’.
Watch the video recording for ‘Self care for frontline practitioners’
Handout: Implementing a practice of self-care

Read the slides for this meetup event.
Download the self-care action plan worksheet.

Read the slides for the ‘Virtual one-on-one client support’ webinar.
Watch the video recording for ‘Virtual one-on-one client support’

Download the handouts:
Client tool: Information to remember
Tip sheet: Supporting client intake, triage, and referral in virtual financial help services
Financial coaching at a distance: Tips for practitioners

Read the slides for ‘Connect and Share: Tax time debrief’.
View additional resources in Prosper Canada’s Tax filing toolkit.

Workshop slides: Beyond bubble baths – self-care during a pandemic
Handout: Beyond bubble baths – Self-care during a pandemic

Resources shared during session:
Native-land.ca
Indigenous languages list in British Columbia
Self-compassion.org
Tara Brach mindfulness resources
Headspace
Boho beautiful guided meditations

Watch the video recording for ‘Steps to more equitable and inclusive programming’
Read the slides for ‘Steps to more equitable and inclusive programming’
Handout: Indigenous Inclusion resources

Workshop slides: Visualizing client experiences
Handout: More resources for using journey maps


10: A Guide for a Community-Based COVID-19 Recovery

Our cities and communities are where people live. It is here we see the effects of public policy and it is here where we will address the issues that matter most to Canadians. The choices made today will impact Canada’s recovery from COVID-19. If we want a future where our cities are thriving, we need to work together to achieve a collective community-based response. We are all in this together and it will take all of us in a community to find our way through.

If you are a community leader, such as a mayor, an elected official, a business leader, a community activist, or a concerned citizen, this guide was written for you. We created it to be accessible and easy to use, with five sections and links to resources throughout.



Elder Fraud Prevention and Response Networks Development Guide

This guide provides step-by-step materials to help communities form networks to increase their capacity to prevent and respond to elder financial exploitation.

The planning tools, templates and exercises offered in this guide help stakeholders plan a stakeholder retreat and training event, host a retreat, reconvene and establish their network, and expand network capabilities in order to create a new network or to refresh or expand an existing one.



Providing one-on-one financial coaching to newcomers: Insights for frontline service providers

One-on-one financial help is a key financial empowerment (FE) intervention that Prosper Canada is working to pilot, scale and integrate into other social services, in collaboration with FE partners across the country. FE is increasingly gaining traction as an effective poverty reduction measure. FE interventions include financial coaching and supports that assist people to build money management skills, access income benefits, tackle debt, learn about safe financial products and services and find ways to save for emergencies.

This report shares insights on providing one-on-one financial coaching to newcomers captured through two financial coaching pilot projects that Prosper Canada conducted in collaboration with several frontline community partners.



Money Circle toolkit

Financial decisions are influenced by our own personal feelings and attitudes around money, and by the feelings, attitudes, and actions by our family and friends. This CFPB toolkit offers financial education practitioners three tools (Money Choices, Money Styles, and Money Network), each with a brief, interactive exercise, to initiate conversations about the feelings and personal relationships that shape financial choices.



2017 Bank On Data Pilot: Accessing Local Data

Bank On coalitions are locally-led partnerships between local public officials; city, state, and federal government agencies; financial institutions; and community organizations that work together to help improve the financial stability of unbanked and underbanked individuals and families in their communities. The CFE Fund’s Bank On national initiative builds on this grassroots movement, supporting local coalitions with strategic and financial support, as well as by liaising nationally with banking, regulatory, and nonprofit organization partners to expand banking access. This tool details the 2017 Bank On Data Pilot and includes instructions for accessing the local Bank On data at the city and zip code level.



The Professionalizing Field of Financial Counseling and Coaching: A Journal of Essays from Expert Perspectives in the Field