1. Scope it out

To make the most of your awesome new program off the bat, you’ll need to make sure you pick the best content for your people. The way you do this might depend on the number of people you’re bringing on board. We can help out with this bit.

2. Take your pick

Now that you know what your employees or clients need to know about, take a quick look at our range of off-the-shelf units. Each has a brief run-down of the content that’s covered, plus preview screenshots so you can see what it’ll look like on the learner’s computer or tablet screen.

Can’t see what you’re looking for? Chances are we can create the perfect fit for you. Bespoke units can be simply branded with your colours and logo, altered to reflect your messaging and language style, or completely written and mapped out from scratch. If you’re looking for something to help customers get to grips with the value of your product/service, or if there’s an area of learning we haven’t covered in an off-the-shelf unit, or even if you need a unit in a different language, we can create something unique for your brand.

3. Maybe make a mini-site?

If you’re having units customised to any degree, you’ve also got the option of having them hosted on your existing website, or on a mini-site custom built for the purpose of keeping all your educational resources together in one lot.

If you’ve chosen the second option, this is when we’d discuss your needs and provide a competitive quote on integrated hosting and development services. A mini-site is a great choice if you want your education offering to really stand out from your other employee benefits, product-based advertising or member account sites. You can use a mini-site to showcase other benefit programs, host a news feed of your social media updates, or create a community where learners can interact – it’s up to you.

4. Order up!

You can purchase off-the-shelf units and receive access online instantly. There’s no need to wait for a quote or enquiry. It’s a streamlined process that’s just as easy shopping online for office supplies, only with a much better ROI for your people! Within a couple of business days, your staff, customers or members could be learning what they need to know to start making better financial decisions.

You can purchase off-the-shelf units and receive access online instantly. There’s no need to wait for a quote or enquiry. It’s a streamlined process that’s just as easy shopping online for office supplies, only with a much better ROI for your people! Within a couple of business days, your staff, customers or members could be learning what they need to know to start making better financial decisions.

Just head through to MyMoney101, the official portal for purchasing and managing off-the-shelf units.

5. Shout out the good news

Now that your purchase has been confirmed and you’ve got your login details, it’s time to share the good news!

Send a message (across multiple channels if necessary) to let your people know what they’ve now got, how to access it, and why they’ll love it.

6. Engagement

Now it’s time to boost engagement and uptake – with a little help from us.

We want to help you make the most of your new investment, which is why you’ll also get access a range of engagement materials in our password-protected engagement library. You’re free to use these documents in your staff/client newsletters, in regular emails or mailouts, or even just as printed posters for the breakroom or reception area. They’re designed to get your people thinking about the important issues covered by the units, and remind them that it’s never too late to start learning to make better financial decisions.

Money101 encourages clients to create a plan to grow engagement over time. This could be as simple as planning to send client or employee communications on a regular basis – say, once a month or once a quarter. As big omni-channel marketing theory nerds, we’re also happy to help you develop ideas for how to promote your awesome new education offering via multiple channels, whilst keeping your message consistent.

7. Enjoy the benefits!

Keeping track of results and measuring the difference pre and post implementation is important.

We encourage our clients to measure the difference that Money101 makes to their business, and share their stories with us.

When you use your admin credentials to log in to MyMoney101, you’ll be able to access your latest usage statistics. Our reporting system lets you see who accessed which units, when, and for how long. An automatically generated chart lets you track system activity over the time frame of your choice. The Money101 reporting function is a great way to draw connections between learning activity and business events, or even to just find out how well your investment is being used.

That’s all there is to it!

7 steps to implementing an awesome financial education experience for your people. In hindsight, you’ll wish you’d started earlier!

Go on, take the next step – start the conversation today.

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