Session 3 Voting

Goal 1

Reputable Education, Programs, and Offerings: Create in-house, and collaborate with partners to produce, engaging and accessible content that strengthens the financial independence of blind people and demonstrates our capabilities.

Instructions: Please review each of the suggested action items and their corresponding measures below. (5 = important and critical to our overall success; 1 = not important or critical to our overall success)

Action: Establish a regular cadence for content creation. | Measure of success: 4 courses per year

Action: Ensure that all materials produced within Penny Forward are in an accessible format. | Measures of Success: Have 2 individuals review content before it is published.

Action: In addition to the written courses, Create videos where material is read and discussed to better connect individuals with different learning styles through other avenues. | Measures of success: Create 3 videos for every course; positive results from YouTube analytics

Action: Create an outreach plan to connect with schools and agencies supporting BVI individuals, including Identifying other organizations who are supporting financial literacy efforts for the blind and visually impaired. | Measures of success: Find contacts for agencies; Schedule and attend 20 meetings with agencies each year.

Action: Develop a toolkit to show our communities capabilities. | Measures of success: Have 3 testimonials; Demonstrate assistive technology; Present a call to action and state why it is important; Present solutions

Action: Look at the current course completion data and plan courses around that. | Measures of success: Put the data into some tangible form (document, website, etc.) to be able to measure it.

Action: Develop content outside of just web delivery. Measure of success: Look at current podcast data and correlate whether the podcast is drawing people to Penny Forward or if Penny Forward is drawing people to the podcast; How do we find people who need Penny Forward, but who have not found us yet; We may be able to measure this by an increase in podcast traffic; Does increased podcast traffic correlate to an increase in visits to the website?

Action: Understand client needs and how people are finding us. | Measure of success: Look at social media metrics; Include, on the membership form, a question related to how members heard about us (collect and measure this data)

Action: Raise the content bar. Open up a discussion one night a month for a higher level discussion on topics (investing 102, investing 2.0, stock tips, etc.); engage higher-level experts in such discussions. | Measure of success: increased attendance; evaluations indicate positive results and increased learning.

Action: Quiz the members and see what they are interested in topic-wise. How exclusive do the members want the topics to be? DO they want it included in their membership or are they willing to pay extra? | Measures of Success: data gathered

Action: implement more exclusive, formal, small group coaching sessions (using accredited people as presenters). | Measures of success: Increased attendance; positive evaluations.

Goal 2

Strong Brand and Communications: Collaborate with partners to Increase awareness of Penny Forward and create opportunities for our community to meaningfully engage in our work.

Instructions: Please review each of the suggested action items and their corresponding measures below. (5 = important and critical to our overall success; 1 = not important or critical to our overall success)

Action: Increase connections and direct communications with State Agencies. | Measure of success: Establish better communications with 1/3 of states.

Action: Increase direct interaction with Summer, youth, adult Camps/programs. Measure of success: Identify at least 2 programs and ask to be a part

Action: Widen social media. Measure of success: Contact influencer’s with a request to get in feeds once a month.

Action: Reach out to get on other minority group info. So sighted people know we are here. Measure of success: Find at least 2 per state to connect with

Action: Publish public newsletter by email and to NFB Newsline. Measure of success: Monthly

Action: Advertise on blindness radio stations. | Measure of success: Advertisements on 3 blindness radio stations heard 6 times per day

Action: Set up a meeting by phone or Zoom with each rehab agency to find out how best to meet the needs of their state. Have some things to offer if they don’t know what to ask for. Leave them with handouts. | Measure of success: at least one meeting with each state agency by end of 2024.

Action: Attend 12 state conventions per year and rotate states each year. Measure of success: 12 each year attended

Action: Advertise on social media. Measure of success: add 500 more Facebook followers and get 500 subscribers to public newsletter by end of 2024.

Summit Evaluation

Instructions: Please help us evaluate the summit by providing your feedback below.

What were the significant outcomes for the summit for you?

How confident are you that Penny Forward will be able to achieve the strategy you helped them plan? (10 = Watch us Thrive; 1 = Not a chance).

Please indicate why you gave the score you did.

What feedback do you have for the facilitator or for the overall process?

Cast Your Vote

Goal 1

Goal 2

Summit Evaluation