The Toolkit is different from other monitoring and evaluation (M&E) handbooks in a number of ways: „„ It is designed to specifically address the issues and challenges of evaluating financial education and other financial capability enhancement programs, including developing outcome measures...

This is the Final Report for the LIFT UP model. In 2013, NLC selected five cities to pilot the LIFT-UP model with their city-owned water utilities: Houston, Texas, Louisville, Kentucky, Newark, New Jersey, Savannah, Georgia and St. Petersburg, Florida. Prior to the launch of LIFT-UP, the five...

Financial education plays an important role in guiding individuals to achieve their financial goals and contribute to the economic well-being of society as a whole. While the examination on the effectiveness of financial education has many factors to consider, the National Endowment for Financial...

In this webinar, "Financial literacy & coaching outcome evaluation made easy," you'll learn about the new online evaluation tool developed by Prosper Canada. This is a revolutionary new online evaluation question tool designed to help organizations measure the effectiveness of their financial...

This document is a “how to” guide for planning and implementing evaluation activities. The manual, based on Centers for Disease Control and Preventions's Framework for Program Evaluation in Public Health, is intended to assist managers and staff of public, private, and community public...

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...

This guidance note is intended as a practical guide to designing a monitoring and evaluation (M&E) framework for policy research projects or programmes. Its primary audience is M&E designers and managers but it can be useful for anyone involved with M&E activities. The guidance note...

From October 1, 2009 through the end of June 2012, over 4,500 San Francisco residents received homelessness prevention or rapid re-housing services from the federally funded Homelessness Prevention and Rapid Re-Housing Program (HPRP). Administered by SF-HSA, the program provided case management,...

This report is a three-year evaluation of the Financial Empowerment Center initiative’s replication in 5 cities (Denver, CO; Lansing, MI; Nashville, TN; Philadelphia, PA and San Antonio, TX). Financial Empowerment Centers (FECs) offer professional, one-on-one financial counseling as a free...

The National Financial Empowerment Champions (NFEC) Project supported leading non-profit community organizations and their local partners to develop, implement and scale proven financial empowerment (FE) interventions across Canada with the aim of improving the financial well-being of over one...

This brief describes the data collected and lessons gleaned from the Financial Coaching Impact & Evaluation Fellowship, which took place over the course of 10 months in 2017. Ultimately, this brief argues that the Financial Well-Being Scale and the Financial Capability Scale are promising...

This is the Executive Summary for the LIFT UP model. In 2013, NLC selected five cities to pilot the LIFT-UP model with their city-owned water utilities: Houston, Texas, Louisville, Kentucky, Newark, New Jersey, Savannah, Georgia and St. Petersburg, Florida. Prior to the launch of LIFT-UP, the five...

The Province of Ontario, through the former Ministry of Community and Social Services (now known as the Ministry of Children, Community and Social Services (MCCSS)) entered into a contract with Prosper Canada (PC) in 2015 to fund the Financial Empowerment and Problem Solving (FEPS) pilot project....

The Ministry of Children, Community and Social Services (MCCSS) with funding from Ontario Works (OW) contracted with Prosper Canada (PC) in 2016 to launch the Financial Empowerment Champions (FECs) project. The project intends to build capacity (e.g., embed financial empowerment (FE) interventions)...

The Financial Literacy Outcome Evaluation Tool offers organizations a collection of evidence-based financial literacy outcomes and indicators. The tool guides users through a series of questions about their program and evaluation goals and then suggests scales (sets of questions) and individual...

This report provides information on the Financial Empowerment Center model, the people it served, the outcomes they achieved, the impact services had on nonprofit and city partners, and lessons learned for others looking to replicate or support this model. The evaluation was designed as a...

In 2008, research conducted by Omega revealed that high-income families took advantage of Canada’s programs to encourage education savings at four times the rate of lower-income families. The findings also showed that only 16% of eligible Canadian children had received their CLB. In response to...

At the Ontario Centre of Excellence for Child and Youth Mental Health (the Centre), our focus is on building community-based agencies’ capacity for evaluation within the context of evidence-informed practices. The Centre provides funding, support and training to enhance agencies’ evaluation...

Developmental evaluation is a work-in-progress; an evolving methodology. This guide builds on the contribution of an earlier booklet by Jamie Gamble entitled A Developmental Evaluation Primer, published by the Foundation in 2008. It contains the lessons and insights of a group of practitioners who...

The purpose of ths brief is to recommend evaluation strategies that can efficiently build a body of social programs, practices, and strategies (“interventions”) backed by credible evidence of effectiveness. The target audience is Government agencies, philanthropic foundations, and other...

This is a webinar presenting the results of the Building Savings For Success evaluation report of matched savings account programs in 2 United States cities. One city used a coaching model, the other a case management model. The program showed that participants increased their liquid assets and...

In order to support and guide efforts to improve the effectiveness and quality of financial education, the CFPB is taking up this challenge to provide stronger evidence of what works to improve financial decision making and financial well-being, while ensuring the appropriate research protections...

Individual development accounts (IDAs) help low-income families save by matching their personal savings for specific investments, such as a first home, business capitalization, or higher education and training. The Assets for Independence (AFI) program is a federally supported IDA grant program...

The package has three parts: 1. A series of ten brief evaluation backgrounders that introduce and explore key evaluation topics and terminology; 2. A directory of evaluation resources focusing on technical aspects of evaluation; and 3. A directory of evaluation training options available to...

In 2012, The Financial Clinic (the “Clinic”) and Branches had the opportunity to influence the emerging financial coaching sector by putting its philosophies and model to test through a random control trial study report titled “An Evaluation of the Impacts and Implementation Approaches of...