We all know how to deliver money management support (a financial capability intervention) – even if we know it by another term! However the template will help you think about and document the tasks you need to complete before, during and after your intervention, and any associated risks that may prevent the intervention from taking place:
- Before Tasks to be completed before your intervention
- During Tasks that can only be carried out on the day of your intervention
- After Tasks to be completed after your intervention (next steps)
- Risks What could de-rail my intervention? What can I do to mitigate the risk of this happening?