The 2014 year in review highlights the delivery of 7 workshops, including budget, resume, and dream building sessions, serving at least 58 participants. Feedback from participants indicates high satisfaction ratings, particularly for the resume (9.67) and dream building (9.33) workshops, with suggestions for more hands-on activities and extended sessions. Recommendations include extending workshop lengths, developing partnerships for deeper financial presentations, and improving data collection for better service tracking.

1. 2014 Year in Review

2. Overview
 7 workshops held in 2014
 3 Budget Workshops
 3 Resume Workshops
 1 Dream Building Workshop
 At least 58 people were served in 2014
 At least 13 people attended Budget Workshops
 At least 13 people attended Resume Workshops
 At least 19 people attended the Dream Building
workshop
 13 people were served through individual
consultation services

3. Limitations
 Due to late arrivals and early departures all
participants did not complete both General
information forms and Surveys.
 Referred individuals receiving 1-on-1
consultation services did not complete the
same information forms as workshop
participants.

4. Data Collection
 General Information Form
 Name, E-mail, Zip Code, Phone number, Age
 Are you interested in receiving more information
about our services
 Yes, Please help me with _____________
 No, Thank you.
 Question regarding employment status, financial
status or fulfillment
 Survey
 How useful was this session on a scale on 1-10?
 What could have been done to make the
session more useful?

5. Resume Workshop Survey
“I enjoyed this and learned and some valuable
pointers!”
 How useful was this session on a scale of 1-10?
 Average rating 9.67 (7 responses)
 What could have been done to make the session
more useful?
 Group work and hands on activities
“Very informative. Short, sweet, to the point.
Maybe have a part 2 session where we can
come back with a working resumes (samples)
and ask more specific questions”

6. Additional Quotes regarding
group work
 “Some hands - on (like have us rough draft
or edit) like before workshop having a
resume sent to you”
 “Have people bring more resumes to work
session and do hands on. Give more
current sample resumes (examples). More
set up and format help, again hands on.”
 “In creating a sample resume with the
participants in the class.”

7. Budget Workshop Survey
“Many thanks, the info regarding budget and
explanation very helpful! Will attend additional
workshops”
 How useful was this session on a scale of 1-10?
 Average rating 8.28 (10 responses)
 What could have been done to make the session
more useful?
 Hands on budgeting and goal setting activities
 Additional time & topics
“I enjoyed this session. You spoke on how to read and
maintain your credit report. I would also like to hear
information on what to do to get out of debt once
your credit has gone bad.”

8. Additional Quotes regarding
Budget Workshops
 “I enjoyed this session. You spoke on how to read
and maintain your credit report. I would also like to
hear information on what to do to get out of debt
once your credit has gone bad.”
 “Longer for further discussion, real estate taxes etc.
 “More specific information on how to budget,
maybe doing a mockup example during the
workshop”
 “More time to go over an actual budget”
 “Set up people in groups work on short term goals
and long! have people challenge one another on
getting the help needed”
“Nothing! It was the very best session I've had in a very long
time...seriously! (PS: It's the truth!!)”

9. Dream Building Workshop
Survey
“I think the session was well put together. Excellent
job!!!”
 How useful was this session on a scale of 1-10?
 Average rating 9.33 (12 responses)
 What could have been done to make the session
more useful? (1 person suggested each)
 Follow up sessions, Group activities and more staff
“Nothing, they demonstrated and answered
questions, addressed everyone individually to get to
their opinion and to get a feel of everyone, the
session was very relatable and I am indeed going to
try meditating.”

10. 0
2
4
6
8
10
12
Budget Workshop
n=11
Dream Building
n=10
Resume Workshop
n=18
Grand Total
18-25
25-29
30-34
35-40
41-50
51-60
61+
Who are we serving?
36%
30%
33%
26%
How old are they?

11. Who are we serving?
Where do they live?
10
3
1
4
1
3
7
8
4
1
0
2
4
6
8
10
12
N = 42

12. Who are we serving?
Are they fulfilled/happy?
0
0.5
1
1.5
2
2.5
3
3.5
4
4.5
Fulfilled in life Not fulfilled, but not happy Not fulfilled, but not
Unhappy
Dream Building
N=10

13. Who are we serving?
How do participants view their finances?
0
1
2
3
4
5
6
I don't even know It is bad & I'm not
comfortable
It is bad & I'm not
comfortable/It is
okay but looking
for ways to
improve
It is okay, but
looking for ways to
improve
It is great!
Everything is under
control
Budget Workshop
N=11

14. Who are we serving?
What is their employment status?
0
2
4
6
8
10
12
14
16
Employed but seeking better
opportunities
Self employed Unemployed
Resume Workshop
N=18

15. How can we help them?
 Resume Workshop
 Cover letter, filling out application, updating online
skills.
 Job Interview strategies.
 Job opportunities and sites.
 Job searching and training
 Landing a job as a clerical assistant
 Returning the workforce after being a stay at
home mom.
 Making a better resume
Participant responses to yes please help me with ___________.

16. How can we help them?
 Budget
 Budget tools
 Webinars
 Savings (how to secure a better return on my little
savings)
 Investments (Financial Planning for retirement and
investing)
 Dream Building
 Credit Repair
 Improved Employment status (job, better career, job
readiness, resume building)
Participant responses to yes please help me with ___________.

17. Future Recommendations
 Extend the length of budget and resume
workshops to allow time for group activities
 Develop partnerships with financial planners for
in depth presentations on investing, retirement,
real estate taxes etc.
 Continue partnering with schools and out of
school time programs like the Dream Academy
to reach your target population
 Have an additional person present at all
workshops to assist with data collection (i.e.
having late arrivals complete general info
forms)

18. Concluding Remarks
 You are doing a great job!
 You are effectively and consistently
serving persons living in your target area
Who self-report being “at risk.”
 Participants are interested, engaged and
left wanting more!