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2021 GWI Financial Coach Training Program
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Organization Name
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Name of Primary Contact (who should we contact if we have questions about this form, etc.)
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Email Address of Primary Contact
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Name of Coaching Staff Member (1) (Name of first person who will attend coach training)
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Email Address of Coaching Staff Member 1
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Name of Coaching Staff Member (2) (Name of second person who will attend coach training)
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Email Address of Coaching Staff Person 2
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Name of Manager/Supervisor 1 who will attend 1-Day Supervisor Training (this person should manage one or both of the coaches)
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Email Address of Manager/Supervisor 1
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Name of Manager/Supervisor 2 who will attend 1-Day Supervisor Training (this is optional and only needed if there are different managers for the two coaches)
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Email Address of Manager/Supervisor 2
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Which program(s) within your organization do you plan to integrate Financial Coaching into?
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Please share a brief description of this program.
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Why does your organization want to participate in this training program? What do you hope to gain?
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What percentage of women does the participating program(s) serve? In other words, out of the total number of clients offered the service of financial coaching, what percentage would be women?
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What county(ies) does the participating program(s) serve?
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Will you commit to ensuring attendance at the 1-Day Supervisor Training (10/20/2021), the 4-Day Coach Training (10/28/21, 10/29/21, 11/04/21, 11/5/21), and the monthly learning sessions (exact dates TBD)?
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Will your organization be committed to sharing data with WOMEN'S WAY during the duration of the program? Reports are due on a monthly basis; exact metrics TBD but will be relatively simple such as number of clients served, number of sessions held, etc.
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Can you commit to setting a goal to serve 100 clients as an organization during the 12 months following the 4-day coach training? (It is not mandatory that you reach 100 clients served as we know that all organizations have different circumstances, but we'd like it to be a target goal) If you do not think you can serve 100 clients in one year, what do you think is a realistic target?
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If you have any questions or anything else you'd like to share, please use the space below. Thank you for applying for the Financial Coach Training Program.
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