Getting Started with a Financial Opportunity Center
A Financial Opportunity Center, in its inherent design, requires an organization or program to provide integrated programming to clients, which often requires a complex, intentional process and organizational structure. Use these resources to help you plan for an efficient and effective integrated service delivery model that supports client success and operational excellence.
FOC Planning Checklist
Launching a new FOC takes time, intention, and money. Here's a general timeline and overview of the three phases of planning and piloting to launch an FOC.
Phase 1: Planning for FOC launch (3 months)
- Community Assessment, Mapping, and Planning
- Buy-in from Board and Senior Leadership
- Administrative and HR preparation and planning
- Identify FOC goals and planned outcomes
Phase 2: Staff Onboarding and Training (3 months)
- Introduce FOC model to all staff in more detail
- Cross train all staff on core integrated services and financial products and tools
- LISC staff facilitates Client Flow Training
- LISC staff facilitates Salesforce Training
- Develop aligned and strategic messaging for various audiences
- Develop official supportive partnerships and engage community
Phase 3: Pilot FOC (3-6 months)
- Pilot Client Flow with targeted core group
- Assess efficacy, seek feedback and evaluate initial data
- Adjust programs, processes, and procedures and test
- After second round of piloting and adjustments, expand FOC services to full program.
Intro to FOC
Integrated Service Delivery
Operations & Compliance