Applying Financial Wellbeing in Your Work

Getting Started

To get you started, here are a few examples of different ways to apply the Framework content presented throughout the website in your work. You can build on these ideas to best suit your needs.

If you support populations-at-risk, start by exploring Strategies that are noted as important for these groups. These Strategies are marked with ☔. For example, see Strategies marked with the ☔ within the Childcare topic area.
Find and explore topics that align closely with your work. These topics can be found on the Take Action page.
This may help you to start thinking about connections across topics, as you will see many of the Strategies overlap. This creates an opportunity to coordinate action across sectors or disciplines, or with other organizational partners. The Framework content is meant to help you undertake your work at various stages including design, implementation, or evaluation. For example, use the Strategies to inform actions in business plans or strategic planning, and use Indicators to inform progress or impact measures for reporting to managers or funders. Find out more about how you can best apply the Framework based on your stage of initiative.

Applying the Strategies

Practically applying the Strategies in the Framework doesn’t need to be hard. In many cases, you can build on what is already being done. It is the process of different groups applying these Strategies across a system that will help to support financial wellbeing for all. This is what it could look like:

A bank manager requests communications materials and application forms be produced in multiple languages to better reflect the needs of the people they serve. Framework Strategy Alignment: Initiatives ensure that information about benefits, programs, and services is readily available in languages tailored to populations and context.
Program planners add engagement with the target population into project plans. Framework Strategy Alignment: Community-led initiatives that are designed and implemented using a partnership model can facilitate a good fit with cultural values, community needs, and sustainability.
A policy advisor adopts strategies that consider the potential unintended consequences of proposed policies, taking into account the various financial implications of those policies for different population groups. Framework Strategy Alignment: Government units consider the potential unintended consequences of targeted policies and programs.
A government unit responsible for a benefits program prioritizes identifying ways to streamline application processes and removing inflexible conditions on eligibility and receipt. Framework Strategy Alignment:Initiatives eliminate restrictive or complex eligibility criteria.
A finance organization invites community groups to host sessions on increasing awareness of stigma, discrimination, and cultural norms related to finances. Initiatives recognize and address stigma and shame surrounding financial debt. Initiatives move away from judgemental language and adopt a strengths-based approach to support people managing their debts.