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Financial Opportunity Center® Resources
Financial Opportunity Center® Resources

Getting Started

Financial Opportunity Center® (FOC) sites offer more complex programs than many organizations have provided in the past. The resources section provides staff at partner organizations running an FOC programs with a mix of materials, websites and other resources. These resources can be useful to practitioners working with clients, administrators who keep the programs running, or both. 

A Financial Opportunity Center® site, 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.

Launching a new FOC program takes time, intention, and money. Here's a general timeline and overview of the three phases of planning and piloting to launch your FOC programming

Planning to Launch
(3 months)

  • Community Assessment, Mapping, and Planning
  • Fundraise 
  • Buy-in from Board and Senior Leadership
  • Administrative and HR preparation and planning
  • Identify FOC programming goals and planned outcomes

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

Pilot FOC Programming 
(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. 

Thinking about starting a Financial Opportunity Center® site? In the middle of planning? Read these key initial resources to understand the core framework and approach of the model.

Using the Financial Opportunity Center® Trademark

Over the past 20 years, LISC and our partners have tested, researched, and honed the Financial Opportunity Center® (FOC) model that you know today. You are leading and creating impact with this model every day, but communicating our strategy, how it works, and how it can meet the moment can be challenging.

Watch this webinar and review these slides to hear guidance from LISC’s legal counsel about accurately using the FOC trademark to help protect our brand and stay in compliance as a LISC FOC partner. Find out about our new Financial Opportunity Center® Communications Toolkit which includes draft talking points, boilerplate & website text, and other useful information to make it easier to talk about our impact, highlight FOC programming, and achieve your goals.