The Toolkit

Select guidance materials, tools and templates for each stage of the evaluation of your financial capability programme. Our overview papers will introduce you to the main ideas in each step. You can then access our templates, tools and fuller guidance in the right hand column. The key tools you need to use at each stage are:

If you are not clear on what each of the following steps entail, read the 'Getting Started' page which provides a high level summary of what's involved and why each step is important.

1
Understand your programme
2
Measure a change
3
Learn and share