Financial Fitness: Getting Your Budget in Shape

Manager Input

Manager's Decision:

Approved

Is staff available for coverage?:

Yes

Library budget available for this amount and for this target audience?:

Yes

Manager Comments:

Approved.

Program Identification

Location:

Choctaw Library

Date:

Tuesday, July 19, 2016

Program Time:

Start Time (hour)	Start Time (minutes)	Setup Time	End Time (hour)	End Time (minutes)	Take-Down Time
6	00	00 minutes	8	00	00 minutes

Program Details

Blurb

Would you like to use a description from the Blurb Bank?:

No, I'll create my own blurb.

Program Description:

Financial Fitness: Getting Your Budget in Shape Tuesday July 19 6:00 pm--8:00 pm Adults Registration staff and customer begins June 15 35 A dynamic speaker with the Oklahoma Society of Certified Public Accountants will present a basic budgeting and getting out of debt seminar. Fitness covers a variety of areas in one's life, interested persons attending this program will learn about financial fitness to get their budget in shape for peace of mind. Resource materials will be available.

Primary Age Group:

Adult

Primary Event Type:

Business & Finance

Additional Event Types:

Learning Assistance

Additional SignUp Fields

Is the location/room available?:

Yes

Internal Notes/Setup Instructions:

When inserting into SignUp, don't forget the brackets! Setup: Classroom , Tables:15 table with wheels for beverages , Chairs: 35 , Notes: laptop, special projector, PA system, Staff: sbeasley Presenter: Amy Welch, Oklahoma Society of CPA , Phone:405-841-3800, 405-641-1834 , Email: [email protected] Outreach:

Type of Event:

Single Event

Registration Required:

Customer & Staff Registration

Start Registration:

June 15

Registration Starting Time:

8:00 am

End Registration:

July 18

End Registration Time:

9:00 pm

Attendees:

Max Attendees	Max Waitlist
35	5

Presenter

Will your program have a presenter?:

Yes

Does the presenter have the proper credentials, training & positive references?:

Yes

Presenter Type:

volunteer

Program Justification

Is a program the best way to meet the expressed need or present information?:

Yes

Does the program fit the goals of the MLS?:

Yes

How & why does this program meet the goals of the MLS?:

Partnering with the Okklahoma Society of Certified Public Accountants with this program enhances efforts in the community to educate families and society about goals of financial security and budgeting. This program meets the goals and mission of the MLS.

Which Strategic Plan Response/Goals does this program meet?:

Satisfy Curiosity: Your libraries are centers that offer access to civic, cultural and community enrichment opportunities.

Why will this program be successful?:

Yes

How will success be measured/determined?:

Participant feedback

Program Engagement

Marketing

Is sufficient time available to have a Info Magazine Listing?:

Yes

Is sufficient time available to request MaC materials and display them for at least 2 weeks (45 days)?:

Yes

Community Engagement

How will you promote this event to the community?:

Create an in-Library Book Display or Exhibit

Share event in a community calendar, newsletter, or newspaper

Up-sell the event with customers (verbally or with printed Marketing pieces)

Visit a community organization to promote

What library resources and services will you connect to this program?:

Books and DVDs on budgeting and debt

Are volunteers needed?:

Supplies

Are supplies needed?:

Yes, order through RFP or shop locally for additional supplies.

Supply/Shopping List:

Beverages and healthy snacks

Final Comments:

Our customers are looking forward to this much needed program in our community.

Are you ready for your supervisor to evaluate this program?:

Yes

Program Evaluation

Are you ready to evaluate your program?:

Move Forward?:

Yes, I'm ready to move on.

Move Forward?:

Yes, I'm ready to move on.

Move Forward?:

Yes, I'm ready to move on.