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Browse By Topic - Planning

  • Topic Snapshot

    Topic Snapshot: Planning (2011) -- Available formats: html
    Overview of resources available for this topic.

  • General

    What does complex medical rehab legislation mean to individuals served by State AT Programs? (2013) -- Available formats: ppt
    Presentation from the RESNA 2013 conference

    AFP & Telework Quality Indicators (2012) -- Available formats: word
    Quality Indicator document for Althernative Financing and Telework Loan programs.

    Overcoming Medicaidís Most Common Reasons for Saying No to Durable Medical Equipment Requests: Turning a No Into a Yes (2012) -- Available formats: word mp3
    Diana Straube and Jim Sheldon of the National AT Advocacy Project present on Medicaid funding, and how to avoid common causes for denial.

    Quality Indicators for Financial Loan Programs (2012) -- Available formats: mp3
    The RESNA Catalyst Project discusses the recently-developed Quality Indicator statements for financial loan programs.

    KtoC Program (2011) -- Available formats: ppt
    Powerpoint of the KtoC Program

  • Reports

    Marketing Toolkit for AT Loan Programs (2007) -- Available formats: rtf
    Offers a comprehensive guide to creating a marketing plan for a loan program. Steps covered include the identification of the features and benefits offered by a program, the creation of a brand, description of a target market, and steps to reach that market.

    Marketing Toolkit for AT Loan Programs - August 2007 (2007) -- Available formats: rtf
    This toolkit summarizes information from the marketing series. It includes relevant worksheets and sample marketing plan.

    Application Kit- 2005 AFP Grants (2005) -- Available formats: rtf
    From June 30, 2005 Federal Register

    Steps to Prudent Investing of Program Funds (2001) -- Available formats: html
    This paper summarizes a checklist of steps to successful investment management of program funds, highlights certain steps in some detail, provides explanations of several investment instruments Alternative Finance Program (AFP) administrators may choose to use, and provides examples of program cash flows.

    Assistive Technology Loan Financing: A Funding Alternative of Increasing Importance (1999) -- Available formats: html word
    Published in Tech Express, August 1998. Describes how loan programs were developed and operated.

  • Sample Documents

    Michigan Marketing Plan (2010) -- Available formats: rtf
    This plan details both the marketing of the telework program and the AFP

    MPower Strategic Planning Questionnaire (2009) -- Available formats: rtf
    This document includes the questions that Board members considered during their strategic planning Retreat.

    MPower Worksheet for Strategic Planning (2009) -- Available formats: rtf
    This worksheet was used by the mPower board to consider program goals and concerns of stakeholders.

    Strategic Plan Draft Document for Virginia's New Well Fund (2009) -- Available formats: rtf
    This draft document shows the goals and objectives that the board determined for its strategic plan. it also provides a list of specific activitiesm timelines, person's involved, and indicators of the outcome of the activities. The goals include increasing loan volume, increasing marketing efforts, changing lender relationships, and expediting loan processing

    Strategic Planning - Maine mPower Plan (2009) -- Available formats: ppt
    Kathy Adams from the mPower loan program in Maine describes the retreat the mPower board had to begin to develope a strategic plan. An over view of the loan program is included, as well as the plan for the retreat, who was invited, the survey sent prior to the retreat and what activities the board will pursue.

    Strategic Planning Follow-Up Call - June 16, 2009 (2009) -- Available formats: rtf mp3
    This call allowed programs to regroup, recap, and discuss progress that they have made toward developing and implementing their strategic plans. Kathy Adams from Maine, and Basil Kessler from Kansas described steps had taken following the series. Joey Wallace will also review the NewWell Fundís planning documents.

    Strategic Planning Follow-Up Call - June 16, 2009 - Powerpoint Summary (2009) -- Available formats: ppt
    This powe point was a summary of the kep points in the strategic planning process for loan programs. It included preparation, benefits of a plan, concerns, who participates, and an outline of the process.

    Board Member Profile Checklist (2007) -- Available formats: rtf
    This checklist provides a list of desireable characteristics for board members.

    Board Member Profile Worksheet (2007) -- Available formats: rtf
    Thsi worksheet allows indnvidual board dmebers to indciate their expertise and personal data that they contribute to the board.

    Marketing Toolkit for AT Loan Programs - August 2007 (2007) -- Available formats: rtf
    This toolkit summarizes information from the marketing series. It includes relevant worksheets and sample marketing plan.

    Presentation of Sustainability - Loan Fund Projections (2007) -- Available formats: xls
    These are the projections that the Washington Access Fund made as it looked at sustainability for its loan program

    Presentation of Sustainability - Washington Plan (2007) -- Available formats: ppt
    This presentation describes the Washington Access Fund sustainability plan that was drafted as a result of the sustainability work group.

    Presentation of Sustainability - Wisconsin Plan (2007) -- Available formats: rtf
    This is the sustainability plan that was developed through the Sustainability work group by the Wisconsin AFP loan program.

    Presentation of Sustainability - WITelwork Plan (2007) -- Available formats: rtf
    This is the sustainability plan that was developed through the Sustainability work group by the Wisconsin Telework loan program.

    Presentation of Sustainability Plans - Kansas Plan (2007) -- Available formats: rtf
    This is the sustainability plan that was developed through the work group by the Kansas AFP.

    Prospective Board Member Information Sheet (2007) -- Available formats: rtf
    This checklist provides a place for prospective new board members to list their skills and interests and expertise.

    Putting the Marketing Plan Together - July 18, 2007 - Pennsylvania Marketing Plan (2007) -- Available formats: rtf
    This is a marketing plan that Pennsylvania' AFP developed.

    Session 3 Technical Assistance on Module 2 - Sample Logic Model (2007) -- Available formats: rtf
    This is an example of a logic model for sustainability.

  • Toolkits

    Assessing Organizational Readiness (2009) -- Available formats: pdf
    This is an assessment survey that businesses and potential clients complete when a microlender is considering starting in a community. It has a list of potential services that could be offered by the microlender.

    MPower Worksheet for Strategic Planning (2009) -- Available formats: rtf
    This worksheet was used by the mPower board to consider program goals and concerns of stakeholders.

    Development of Action Plans - Worksheets (2008) -- Available formats: rtf
    This series of worksheets provides a tool for loan programs to organize their activities when planning growth and partnerships for the telework loan program.

    Individual Board Member Self Evaluation (2008) -- Available formats: rtf
    This Self-Evaluation form allows individual members of the board asess their own strengthes in relation to the board and its responsibilities.

    New Board Member Orientation Checklist (2008) -- Available formats: rtf
    This provides a list of topics that could be covered during an orientation for new board members.

    Top Tips for Building Your Loan Program Board for the Future (2008) -- Available formats: rtf
    This list summarizes the key points about building a board, from recruting, to orienting new members, to communication strategies taht work.

    Board Member Profile Checklist (2007) -- Available formats: rtf
    This checklist provides a list of desireable characteristics for board members.

    Marketing Toolkit for AT Loan Programs (2007) -- Available formats: rtf
    Offers a comprehensive guide to creating a marketing plan for a loan program. Steps covered include the identification of the features and benefits offered by a program, the creation of a brand, description of a target market, and steps to reach that market.

    Marketing Toolkit for AT Loan Programs - August 2007 (2007) -- Available formats: rtf
    This toolkit summarizes information from the marketing series. It includes relevant worksheets and sample marketing plan.

    Application Kit- 2005 AFP Grants (2005) -- Available formats: rtf
    From June 30, 2005 Federal Register

    Performance Evaluation Tools and Formulas (2004) -- Available formats: rtf
    A tool to understand empirical measures of program effectiveness and stability covering topics including portfolio management and program expense and income measurement.

    Checklist of Major Program Areas and Activities (2002) -- Available formats: html
    Checklist of Major Program Areas and Activities for Financial Loan Programs.

    Cash Flow Calculator (2001) -- Available formats: html
    Provides sample cash flow projections, and explanations of the process for making such projections for both loan guarantor programs and direct lenders.

  • Marketing Materials

    Michigan Marketing Plan (2010) -- Available formats: rtf
    This plan details both the marketing of the telework program and the AFP

    Developing a Promotion Plan - June 5, 2007 - Promotion Strategy Information Sheet (2008) -- Available formats: rtf
    This information sheet provides gidance on looking at strategies based on the customers, the brand, the product, and the influencers.

    Creating a Brand for Financial Loan Programs - March 6, 2007 - Process for Articulating a Brand Strategy (2007) -- Available formats: rtf
    This information sheet looks at immersion and articulating a brand strategy through attributions, personality, positions, and promises.

    Creating a Brand for Financial Loan Programs - March 6, 2007 - Transcript (2007) -- Available formats: rtf mp3
    Mary Virtue from Cornerstone Consultants discusses how a brand can help build a market. She goes through steps to help brainstorm to create a brand and also explains how to protect a brand once developed.

    Developing a Promotion Plan - June 5, 2007 - Developing a Promotion Plan Worksheet (2007) -- Available formats: rtf
    This worksheet looks at the various messages needed for the target customers - what benefits and feature to emphasize and how these variy based on the targeted markets.

    Developing a Promotion Plan - June 5, 2007 - Key Influencers Worksheet (2007) -- Available formats: rtf
    This worksheet helps programs list their influencers such as vendors, lenders, service organizations, the media, and the community.

    Developing a Promotion Plan - June 5, 2007 - Transcript (2007) -- Available formats: rtf mp3
    This session assists loan programs develop a promotion plan by looking at the various components of a plan. Mary Virtue provides worksheets to walk through the steps to determine strategies and activities.

    Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Focus Groups (2007) -- Available formats: rtf
    Mary Virtue from Cornerstone Consultants guides loan programs to help them identify their target markets and the appropriate distribution channels by which to reach their potential borrowers. Emphasis is place on the use of focus groups to gather information.

    Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Identifying Target Markets Worksheet (2007) -- Available formats: rtf
    This worksheet helps programs identify and understand their markets. It assists them describe their various markets and the factors important to each.

    Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Reaching Target Markets Worksheet (2007) -- Available formats: rtf
    This worksheet assist programs determine and prioritize markets. It looks at the steps needed to reach each market.

    Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Transcript (2007) -- Available formats: rtf mp3
    Mary Virtue from Cornerstone Consultants guides loan programs to help them identify their target markets and the appropriate distribution channels by which to reach their potential borrowers. Emphasis is place on the use of focus groups to gather information.

    Marketing Toolkit for AT Loan Programs (2007) -- Available formats: rtf
    Offers a comprehensive guide to creating a marketing plan for a loan program. Steps covered include the identification of the features and benefits offered by a program, the creation of a brand, description of a target market, and steps to reach that market.

    Marketing Toolkit for AT Loan Programs - August 2007 (2007) -- Available formats: rtf
    This toolkit summarizes information from the marketing series. It includes relevant worksheets and sample marketing plan.

    Putting the Marketing Plan Together - July 18, 2007 - Pennsylvania Marketing Plan (2007) -- Available formats: rtf
    This is a marketing plan that Pennsylvania' AFP developed.

    Putting the Marketing Plan Together - July 18, 2007 - Transcript (2007) -- Available formats: rtf mp3
    This session pulls all the elements together to assists loan programs develop a marketing plan. A sample plan is provided by the Pennsylvania AT Foundation. Mary Virtue walks through how to combine all the worksheets to develop the final marketing plan.

    Putting the Marketing Plan Together - July 18, 2007 - Worksheet Marketing Plan (2007) -- Available formats: rtf
    Tis worksheet helps a program develop an action plan, consider benefits, influencers, and brand.

    Putting the Marketing Plan Together - July 18, 2007 - Worksheet Marketing Position (2007) -- Available formats: rtf
    This worksheet helps programs see where their program fits in the marketplace.

    Determining Financial Products - May 23, 2006 (2006) -- Available formats: rtf
    This call focuses on helping loan programs evaluate their market, review traditional loan products, and look at some innovations in practice. Patti Lind of the Iowa Abilities Fund is the presenter.

    Developing a Marketing Plan for Your Loan Program - December 4, 2006 - Components of a Marketing Plan Handout (2006) -- Available formats: rtf
    This information sheet lists the components of a marketing plan - the product, the brand, the goal, the position of the product in the market, the competition and how to measure success.

    Developing a Marketing Plan for Your Loan Program - December 4, 2006 - Pre-training questionnaire worksheets (2006) -- Available formats: rtf
    This is a pre conference call worksheet for programs to begin to formulate their marketing goals and time frame. A second worksheet also looks at key influencers and has the programs list them

    Developing a Marketing Plan for Your Loan Program - December 4, 2006 - Transcript (2006) -- Available formats: rtf mp3
    Mary Virtue from Cornerstone Consultants focuses on what a marketing plan includes and how it helps loan programs increase the volume of loan applications.

    Independence is Priceless and Other Thoughts on Marketing Your Program (2000) -- Available formats: html word
    Steps to building a marketing plan

  • Training Materials

    Quality Indicators for Financial Loan Programs (2012) -- Available formats: mp3
    The RESNA Catalyst Project discusses the recently-developed Quality Indicator statements for financial loan programs.

    Developing the Strategic Plan - February 10, 2009 (2009) -- Available formats: rtf mp3
    The second in a three-part series on strategic planning focused on how to conduct an analysis, set direction, refine and eventually implement a strategic plan.

    Developing the Strategic Plan - February 10, 2009 - Power Point (2009) -- Available formats: ppt
    Thsi power point looks at the benefits of developing a plan, the steps needed to ensure success, such as assigning a coordiantor, considering outside facilitation, getting commitment from participants, and planning the process. It also looks at other actions that might be approriate, such as gathering baseline data, identifying shared goals, and outlining the planning process steps.

    Preparing for Strategic Planning - January 13, 2009 (2009) -- Available formats: rtf mp3
    The first in a three-part series on strategic planning focused on the importance of planning, the potential benefits and concerns, as well as how to select a work group to engage in the process.

    Preparing for Strategic Planning - January 13, 2009 - Power Point (2009) -- Available formats: ppt
    This presentation looks at the benefits of strategic planning, the concerns that need to be adressed, who should participate in the process and specifics about planning for an event.

    Building Your Loan Program Board for the Future - Part Three: Building Partnerships and Planning for the Future - February 12, 2008 (2008) -- Available formats: rtf mp3
    Joey Wallace from the Virginia Loan Program offers suggestions for ways that loan program boards can draw on members' expertise to provide guidance and direction in key areas, including fund raising and marketing.

    Building Your Loan Program Board for the Future - Part Three: Building Partnerships and Planning for the Future - February 12, 2008 - Power Point (2008) -- Available formats: ppt
    This presentation summarizes the earlier sessions - who are the key players by role and resposibility and area of expertise. It also looks at the role of the committees and sub committees, the expectations for board partnerships and fundraising activities.

    Building Your Loan Program Board for the Future - Part Two: Organizational Structure of the Board - January 15, 2008 (2008) -- Available formats: rtf mp3
    Joey Wallace from the Virginia Loan Program provides information on orienting new board members, self assessment of board members and how to structure sub-committees and work groups to get loan program work conducted.

    Building Your Loan Program Board for the Future - Part Two: Organizational Structure of the Board - January 15, 2008 - Power Point (2008) -- Available formats: ppt
    This presentation describes how a loan program board can be strengthened through targeted recruitment of new members to the board, how to orient those new members, and how to organize the board around committess and workgroups.

    New Board Member Orientation Checklist (2008) -- Available formats: rtf
    This provides a list of topics that could be covered during an orientation for new board members.

    Building Your Loan Program Board for the Future - Part One: Recruiting an Effective Board - December 11, 2007 (2007) -- Available formats: rtf mp3
    Joey Wallace from the Virginia Loan Program provides information on recruiting and orienting board members.

    Building Your Loan Program Board for the Future - Part One: Recruiting an Effective Board - December 11, 2007 - Power Point (2007) -- Available formats: ppt
    This presentation describes the different between a govering board and an advisory board. It describes the importance of recruiting proper board members, what the functions of the various members on the baord could be, and how to delineate what skils and qualities new board members could have.

    Session 1 Planning to Plan, Building a Sustainable Initiative, Powerpoint and Text of Slides (2007) -- Available formats: rtf ppt
    This presentation discusses the importance to plan for sustainability and introduces the process that will be followed. It includes a self assessment and writing a logic model.

    Session 1 Planning to Plan, Building a Sustainable Initiative, Transcript (2007) -- Available formats: rtf mp3
    This introductory sesson describes the process that will be used to develop a plan for sustainability.

    Session 2 Technical Assistance on Modules 1 and 2, PowerPoint and Text of Slides (2007) -- Available formats: rtf ppt
    This presentation introduces how to develop a vision and results orientation. It provides assistance in completing the Module 2 worksheets.

    Session 2 Technical Assistance on Modules 1 and 2, Transcript (2007) -- Available formats: rtf mp3
    This presentation allows the loan programs to personalize the planning process for sustainability.

    Session 3 Technical Assistance on Module 2 - Logic Model, transcript (2007) -- Available formats: rtf mp3
    This looks at the elements of a logic model and how to develop one as part of the plan for sustainability.

    Session 4 Creating a Strategic Financing Plan - Module 3, PowerPoint and Text of PowerPoint (2007) -- Available formats: rtf ppt
    This presentation provides guidance for clarifying what financing is needed and how to project costs. It also suggests some funding sources.

    Session 4 Creating a Strategic Financing Plan - Module 3, Transcript (2007) -- Available formats: rtf mp3
    This session explores what is needed for financing sustainability. It looks at how to project costs and find possible funding sources.

    Session 5 Technical Assistance on Module 3 - Creating a Strategic Financing Plan (2007) -- Available formats: rtf mp3
    This session addresses the components of a financial plan and relates them to a financial loan program.

    Session 6 Building Organizational Capacity and Community Support - Module 4, PowerPoint and Text of PowerPoint (2007) -- Available formats: rtf ppt
    This presentation looks at the resources that are available in the community to assist in sustainability planning. It includes the use of an environmental scan and the identification of key champions.

    Session 6 Building Organizational Capacity and Community Support - Module 4, Transcript (2007) -- Available formats: rtf mp3
    This session looks at the resources that are available in the community to assist in sustainability planning.

    Session 7 Developing and Writing the Plan - Module 5, PowerPoint (2007) -- Available formats: ppt rtf
    This presentation describes how the various components can be compiled to develop a plan for sustainability. It looks at milestones, writing a draft, and determining the use of the plan wiht investors and decisionmakers.

    Session 7 Developing and Writing the Plan - Module 5, Transcript (2007) -- Available formats: rtf mp3
    This session pulls from information discussed in the earlier modules to create the sustainability plan.

  • Profile

    Strategic Planning Follow-Up Call - June 16, 2009 (2009) -- Available formats: rtf mp3
    This call allowed programs to regroup, recap, and discuss progress that they have made toward developing and implementing their strategic plans. Kathy Adams from Maine, and Basil Kessler from Kansas described steps had taken following the series. Joey Wallace will also review the NewWell Fundís planning documents.

    Strategic Planning Follow-Up Call - June 16, 2009 - Powerpoint Summary (2009) -- Available formats: ppt
    This powe point was a summary of the kep points in the strategic planning process for loan programs. It included preparation, benefits of a plan, concerns, who participates, and an outline of the process.

    Session 8 Presentation of Sustainability Plans (2007) -- Available formats: rtf mp3
    This session is the final session of the sustainability plannning session. Three loan programs present their plans for sustainability that they developed over the course of the several months.

  • Legislation

    Application Kit- 2005 AFP Grants (2005) -- Available formats: rtf
    From June 30, 2005 Federal Register

    Device Leasing Program (2005) -- Available formats: html
    Questions of Interest - Highlights from the Loan Program Listserv Discussions

    Match Funds (2005) -- Available formats: html
    Questions of Interest - Highlights from the Loan Program Listserv Discussions

  • Essential Documents

    Quality Indicators for Financial Loan Programs (2012) -- Available formats: mp3
    The RESNA Catalyst Project discusses the recently-developed Quality Indicator statements for financial loan programs.

  • Teleconferences

    2012 AFP Grant Competition Teleconference (2012) -- Available formats: mp3
    Rob Groenendaal and Brian Bard from RSA present information on and answer questions about the 2012 AFP grant competition.

    Overcoming Medicaidís Most Common Reasons for Saying No to Durable Medical Equipment Requests: Turning a No Into a Yes (2012) -- Available formats: word mp3
    Diana Straube and Jim Sheldon of the National AT Advocacy Project present on Medicaid funding, and how to avoid common causes for denial.

    New AFP Program Directors/Lending Basics Conference Call Series: -Second call - Wednesday, May 25th at 1:00pm Eastern (2011) -- Available formats: mp3
    Continuing the series for new AFP directors, this conference call focused on customer service. The scope of "customer" was explored, as well the manner in which to provide excellent customer service. The recording of this call may be reviewed, and is available here in an MP3 format.

    Developing the Strategic Plan - February 10, 2009 (2009) -- Available formats: rtf mp3
    The second in a three-part series on strategic planning focused on how to conduct an analysis, set direction, refine and eventually implement a strategic plan.

    Developing the Strategic Plan - February 10, 2009 - Power Point (2009) -- Available formats: ppt
    Thsi power point looks at the benefits of developing a plan, the steps needed to ensure success, such as assigning a coordiantor, considering outside facilitation, getting commitment from participants, and planning the process. It also looks at other actions that might be approriate, such as gathering baseline data, identifying shared goals, and outlining the planning process steps.

    MPower Strategic Planning Questionnaire (2009) -- Available formats: rtf
    This document includes the questions that Board members considered during their strategic planning Retreat.

    MPower Worksheet for Strategic Planning (2009) -- Available formats: rtf
    This worksheet was used by the mPower board to consider program goals and concerns of stakeholders.

    Preparing for Strategic Planning - January 13, 2009 (2009) -- Available formats: rtf mp3
    The first in a three-part series on strategic planning focused on the importance of planning, the potential benefits and concerns, as well as how to select a work group to engage in the process.

    Preparing for Strategic Planning - January 13, 2009 - Power Point (2009) -- Available formats: ppt
    This presentation looks at the benefits of strategic planning, the concerns that need to be adressed, who should participate in the process and specifics about planning for an event.

    Strategic Plan Draft Document for Virginia's New Well Fund (2009) -- Available formats: rtf
    This draft document shows the goals and objectives that the board determined for its strategic plan. it also provides a list of specific activitiesm timelines, person's involved, and indicators of the outcome of the activities. The goals include increasing loan volume, increasing marketing efforts, changing lender relationships, and expediting loan processing

    Strategic Planning - Maine mPower Plan (2009) -- Available formats: ppt
    Kathy Adams from the mPower loan program in Maine describes the retreat the mPower board had to begin to develope a strategic plan. An over view of the loan program is included, as well as the plan for the retreat, who was invited, the survey sent prior to the retreat and what activities the board will pursue.

    Strategic Planning Follow-Up Call - June 16, 2009 (2009) -- Available formats: rtf mp3
    This call allowed programs to regroup, recap, and discuss progress that they have made toward developing and implementing their strategic plans. Kathy Adams from Maine, and Basil Kessler from Kansas described steps had taken following the series. Joey Wallace will also review the NewWell Fundís planning documents.

    Strategic Planning Follow-Up Call - June 16, 2009 - Powerpoint Summary (2009) -- Available formats: ppt
    This powe point was a summary of the kep points in the strategic planning process for loan programs. It included preparation, benefits of a plan, concerns, who participates, and an outline of the process.

    Building Your Loan Program Board for the Future - Part Three: Building Partnerships and Planning for the Future - February 12, 2008 (2008) -- Available formats: rtf mp3
    Joey Wallace from the Virginia Loan Program offers suggestions for ways that loan program boards can draw on members' expertise to provide guidance and direction in key areas, including fund raising and marketing.

    Building Your Loan Program Board for the Future - Part Three: Building Partnerships and Planning for the Future - February 12, 2008 - Power Point (2008) -- Available formats: ppt
    This presentation summarizes the earlier sessions - who are the key players by role and resposibility and area of expertise. It also looks at the role of the committees and sub committees, the expectations for board partnerships and fundraising activities.

    Building Your Loan Program Board for the Future - Part Two: Organizational Structure of the Board - January 15, 2008 (2008) -- Available formats: rtf mp3
    Joey Wallace from the Virginia Loan Program provides information on orienting new board members, self assessment of board members and how to structure sub-committees and work groups to get loan program work conducted.

    Building Your Loan Program Board for the Future - Part Two: Organizational Structure of the Board - January 15, 2008 - Power Point (2008) -- Available formats: ppt
    This presentation describes how a loan program board can be strengthened through targeted recruitment of new members to the board, how to orient those new members, and how to organize the board around committess and workgroups.

    Developing a Promotion Plan - June 5, 2007 - Promotion Strategy Information Sheet (2008) -- Available formats: rtf
    This information sheet provides gidance on looking at strategies based on the customers, the brand, the product, and the influencers.

    Individual Board Member Self Evaluation (2008) -- Available formats: rtf
    This Self-Evaluation form allows individual members of the board asess their own strengthes in relation to the board and its responsibilities.

    New Board Member Orientation Checklist (2008) -- Available formats: rtf
    This provides a list of topics that could be covered during an orientation for new board members.

    Setting Up Borrower Support Services Internally - March 17, 2008 - Power point (2008) -- Available formats: ppt
    This presentation looks at how a loan program can provide services to borrowers internally. It examines the expertise in house and how a loan program can gauge current as well as future needs. It also discussed the importance of staffing up to provide services and funding sources for the se services.

    The Current Economic Environment- One Perspective - November 24, 2008 (2008) -- Available formats: rtf mp3
    Mark Pinsky from Opportunity Finance Network addresses the current economic climate and its impact on non-bank lenders, including AFPs and Telework Loan Programs. He discusses changes that likely will occur - such as increase risk of loss and tighter lending standards, and how these changes may affect the way loan programs operate.

    Top Tips for Building Your Loan Program Board for the Future (2008) -- Available formats: rtf
    This list summarizes the key points about building a board, from recruting, to orienting new members, to communication strategies taht work.

    Board Member Profile Checklist (2007) -- Available formats: rtf
    This checklist provides a list of desireable characteristics for board members.

    Board Member Profile Worksheet (2007) -- Available formats: rtf
    Thsi worksheet allows indnvidual board dmebers to indciate their expertise and personal data that they contribute to the board.

    Building Your Loan Program Board for the Future - Part One: Recruiting an Effective Board - December 11, 2007 (2007) -- Available formats: rtf mp3
    Joey Wallace from the Virginia Loan Program provides information on recruiting and orienting board members.

    Building Your Loan Program Board for the Future - Part One: Recruiting an Effective Board - December 11, 2007 - Power Point (2007) -- Available formats: ppt
    This presentation describes the different between a govering board and an advisory board. It describes the importance of recruiting proper board members, what the functions of the various members on the baord could be, and how to delineate what skils and qualities new board members could have.

    Creating a Brand for Financial Loan Programs - March 6, 2007 - Process for Articulating a Brand Strategy (2007) -- Available formats: rtf
    This information sheet looks at immersion and articulating a brand strategy through attributions, personality, positions, and promises.

    Creating a Brand for Financial Loan Programs - March 6, 2007 - Transcript (2007) -- Available formats: rtf mp3
    Mary Virtue from Cornerstone Consultants discusses how a brand can help build a market. She goes through steps to help brainstorm to create a brand and also explains how to protect a brand once developed.

    Developing a Promotion Plan - June 5, 2007 - Developing a Promotion Plan Worksheet (2007) -- Available formats: rtf
    This worksheet looks at the various messages needed for the target customers - what benefits and feature to emphasize and how these variy based on the targeted markets.

    Developing a Promotion Plan - June 5, 2007 - Key Influencers Worksheet (2007) -- Available formats: rtf
    This worksheet helps programs list their influencers such as vendors, lenders, service organizations, the media, and the community.

    Developing a Promotion Plan - June 5, 2007 - Transcript (2007) -- Available formats: rtf mp3
    This session assists loan programs develop a promotion plan by looking at the various components of a plan. Mary Virtue provides worksheets to walk through the steps to determine strategies and activities.

    Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Focus Groups (2007) -- Available formats: rtf
    Mary Virtue from Cornerstone Consultants guides loan programs to help them identify their target markets and the appropriate distribution channels by which to reach their potential borrowers. Emphasis is place on the use of focus groups to gather information.

    Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Identifying Target Markets Worksheet (2007) -- Available formats: rtf
    This worksheet helps programs identify and understand their markets. It assists them describe their various markets and the factors important to each.

    Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Reaching Target Markets Worksheet (2007) -- Available formats: rtf
    This worksheet assist programs determine and prioritize markets. It looks at the steps needed to reach each market.

    Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Transcript (2007) -- Available formats: rtf mp3
    Mary Virtue from Cornerstone Consultants guides loan programs to help them identify their target markets and the appropriate distribution channels by which to reach their potential borrowers. Emphasis is place on the use of focus groups to gather information.

    Individual Development Accounts - Establishing an IDA - March 20, 2007 (2007) -- Available formats: rtf mp3
    Megan O'Neil from the World Institute on Disability (WID) and Abby Cooper with the Washington State Department of Vocational Rehabilitation discuss the pros and cons of a loan program establishing its own IDA. They also address sources for match funds for the IDA and key organizational structures that need to be in place as well as critical partnerships that need to be fostered.

    Individual Development Accounts - Establishing an IDA - March 20, 2007 - Power point (2007) -- Available formats: ppt
    This presentation describes how a loan program could establish its own IDA program. It discusses the benefits and funding sources for such a program.

    Individual Development Accounts - Partnering with Existing IDAs - February 20, 2007 (2007) -- Available formats: rtf mp3
    Megan O'Neil from the World Institute on Disability (WID) provides a thorough overview of individual development accounts (IDAs) - what they are, how they work, and what federal rules guide and limit IDAs. She gives guidance on how loan programs can partner with existing IDAs to blend funding sources so that people with disabilities can obtain the AT they need.

    Individual Development Accounts - Partnering with Existing IDAs - February 20, 2007 - Handout (2007) -- Available formats: rtf
    Megan O'Neil from the World Institute on Disability (WID) provides a thorough overview of individual development accounts (IDAs) - what they are, how they work, and what federal rules guide and limit IDAs. She gives guidance on how loan programs can partner with existing IDAs to blend funding sources so that people with disabilities can obtain the AT they need.

    Individual Development Accounts - Partnering with Existing IDAs - February 20, 2007 - Power point (2007) -- Available formats: ppt
    This presentation looks at the fundamentals of IDAs and how a loan program can tap into existing programs to partner with them to offer IDAs. It discusses advantages and barriers.

    Prospective Board Member Information Sheet (2007) -- Available formats: rtf
    This checklist provides a place for prospective new board members to list their skills and interests and expertise.

    Putting the Marketing Plan Together - July 18, 2007 - Pennsylvania Marketing Plan (2007) -- Available formats: rtf
    This is a marketing plan that Pennsylvania' AFP developed.

    Putting the Marketing Plan Together - July 18, 2007 - Transcript (2007) -- Available formats: rtf mp3
    This session pulls all the elements together to assists loan programs develop a marketing plan. A sample plan is provided by the Pennsylvania AT Foundation. Mary Virtue walks through how to combine all the worksheets to develop the final marketing plan.

    Putting the Marketing Plan Together - July 18, 2007 - Worksheet Marketing Plan (2007) -- Available formats: rtf
    Tis worksheet helps a program develop an action plan, consider benefits, influencers, and brand.

    Putting the Marketing Plan Together - July 18, 2007 - Worksheet Marketing Position (2007) -- Available formats: rtf
    This worksheet helps programs see where their program fits in the marketplace.

    Session 1 Planning to Plan, Building a Sustainable Initiative, Powerpoint and Text of Slides (2007) -- Available formats: rtf ppt
    This presentation discusses the importance to plan for sustainability and introduces the process that will be followed. It includes a self assessment and writing a logic model.

    Session 1 Planning to Plan, Building a Sustainable Initiative, Transcript (2007) -- Available formats: rtf mp3
    This introductory sesson describes the process that will be used to develop a plan for sustainability.

    Session 2 Technical Assistance on Modules 1 and 2, PowerPoint and Text of Slides (2007) -- Available formats: rtf ppt
    This presentation introduces how to develop a vision and results orientation. It provides assistance in completing the Module 2 worksheets.

    Session 2 Technical Assistance on Modules 1 and 2, Transcript (2007) -- Available formats: rtf mp3
    This presentation allows the loan programs to personalize the planning process for sustainability.

    Session 3 Technical Assistance on Module 2 - Logic Model, transcript (2007) -- Available formats: rtf mp3
    This looks at the elements of a logic model and how to develop one as part of the plan for sustainability.

    Session 3 Technical Assistance on Module 2 - Sample Logic Model (2007) -- Available formats: rtf
    This is an example of a logic model for sustainability.

    Session 4 Creating a Strategic Financing Plan - Module 3, PowerPoint and Text of PowerPoint (2007) -- Available formats: rtf ppt
    This presentation provides guidance for clarifying what financing is needed and how to project costs. It also suggests some funding sources.

    Session 4 Creating a Strategic Financing Plan - Module 3, Transcript (2007) -- Available formats: rtf mp3
    This session explores what is needed for financing sustainability. It looks at how to project costs and find possible funding sources.

    Session 5 Technical Assistance on Module 3 - Creating a Strategic Financing Plan (2007) -- Available formats: rtf mp3
    This session addresses the components of a financial plan and relates them to a financial loan program.

    Session 6 Building Organizational Capacity and Community Support - Module 4, PowerPoint and Text of PowerPoint (2007) -- Available formats: rtf ppt
    This presentation looks at the resources that are available in the community to assist in sustainability planning. It includes the use of an environmental scan and the identification of key champions.

    Session 6 Building Organizational Capacity and Community Support - Module 4, Transcript (2007) -- Available formats: rtf mp3
    This session looks at the resources that are available in the community to assist in sustainability planning.

    Session 7 Developing and Writing the Plan - Module 5, PowerPoint (2007) -- Available formats: ppt rtf
    This presentation describes how the various components can be compiled to develop a plan for sustainability. It looks at milestones, writing a draft, and determining the use of the plan wiht investors and decisionmakers.

    Session 7 Developing and Writing the Plan - Module 5, Transcript (2007) -- Available formats: rtf mp3
    This session pulls from information discussed in the earlier modules to create the sustainability plan.

    Session 8 Presentation of Sustainability Plans (2007) -- Available formats: rtf mp3
    This session is the final session of the sustainability plannning session. Three loan programs present their plans for sustainability that they developed over the course of the several months.

    Using the PASS for AT Loans (2007) -- Available formats: ppt pdf
    Explains what the PASS Program is, and how it can be used to fund AT.

    Determining Financial Products - May 23, 2006 (2006) -- Available formats: rtf
    This call focuses on helping loan programs evaluate their market, review traditional loan products, and look at some innovations in practice. Patti Lind of the Iowa Abilities Fund is the presenter.

    Developing a Marketing Plan for Your Loan Program - December 4, 2006 - Components of a Marketing Plan Handout (2006) -- Available formats: rtf
    This information sheet lists the components of a marketing plan - the product, the brand, the goal, the position of the product in the market, the competition and how to measure success.

    Developing a Marketing Plan for Your Loan Program - December 4, 2006 - Pre-training questionnaire worksheets (2006) -- Available formats: rtf
    This is a pre conference call worksheet for programs to begin to formulate their marketing goals and time frame. A second worksheet also looks at key influencers and has the programs list them

    Developing a Marketing Plan for Your Loan Program - December 4, 2006 - Transcript (2006) -- Available formats: rtf mp3
    Mary Virtue from Cornerstone Consultants focuses on what a marketing plan includes and how it helps loan programs increase the volume of loan applications.

  • Meetings

    Assessing Organizational Readiness (2009) -- Available formats: pdf
    This is an assessment survey that businesses and potential clients complete when a microlender is considering starting in a community. It has a list of potential services that could be offered by the microlender.

    Development of Action Plans - Worksheets (2008) -- Available formats: rtf
    This series of worksheets provides a tool for loan programs to organize their activities when planning growth and partnerships for the telework loan program.

    Work Incentives Planning and Assistance (2008) -- Available formats: ppt
    This presentation looks at the WIPA program. It describes the differences between SSI and SSDI and how each has benefits that are affected by financial loans and work. It includes ways that a loan program can work with WIPA centers and how to link to these programs.

    Performance Evaluation Tools and Formulas (2004) -- Available formats: rtf
    A tool to understand empirical measures of program effectiveness and stability covering topics including portfolio management and program expense and income measurement.

  • Organizational Resources

    Work Incentives Planning and Assistance (2008) -- Available formats: ppt
    This presentation looks at the WIPA program. It describes the differences between SSI and SSDI and how each has benefits that are affected by financial loans and work. It includes ways that a loan program can work with WIPA centers and how to link to these programs.