BOA Logic Model

Inputs Activities

Bi Weekly TA calls Outputs Short Outcomes Medium Outcomes Long Outcomes

Points of Light Website Achieve a greater understanding of
similarities/differences across orgs regarding Gain insight into implementation for BMH and data
Obtain future grants from BoA
Number of trained coaches *** implementation of BMH tracking systems to inform future TA engagements
Develop and disseminate pre and post-test surveys,

CFED
two convening surveys, site visit surveys
CFED gains knowledge about usefullness of CFPB CFED learns from experience to embed financial well Supports the opportunity economy through an

CFED
sclae and Fin Cap scale being scale into all appropriate activities increase in capacity of Fellows' orgs

CFED
Number of client stories
Site visits
Marketinig
Staff (training)
Materials Field has a better understanding of challenges and
Reputation for providing TA enhanced
Number of coach stories opportunities for integrating scales
Work with fellows to develop individual road maps

CFED
Materials we developed and disseminated that detail
Gather info/debrief about challenges/successes the findings
fellows are facing implementing BMH and data
Staff (oversight,
Building tracking systems
management)
Individual fellow data on BMH and scales is collected
Provide opportunities for networking and peer and tracked
learning among fellows

Publish four blogs, two briefs

Create data tracking plan (overall and for individual
My Budget Coach Change Machine orgs)
CFED

Meet internal TA deliverables, deadlines

Convenings
Revisit Logicand
Model
virtual
periodically
meetings

Training Educate funders on financial capability integrations

Salesforce sucesses and challenges
Curriculum

Collect and analyze data received Coaching outcomes are revealed through
Increased client financial well being

Fellows
implementation of NMH and data tracking systems Increased client finanical capability

Fellows
Community Financial
Resources Capability Scale Create data tracking progress reports/templates Clients achieve financial milestones/demonstrate Enhanced program for stability /sustainability through
financial outcomes Improved ability to fundraise using client outcomes data

Fellows
Write and share blogs about the project/other social
media Greater ability to use data to build responsibe
Improve ability to track client outcomes
services

Clients Referral Partners

Complete uniform TA activities: CJM, Logic model
Successfully integrated tracking system

Establish internal TA milestones/timeframes Connected with peers and rources around fin
cap/data/coaching

General
BOA Volunteers
Volunteers

CFPB Clients Coaches trained in BMH

Attend virtual meetings and participate

Coaches use BMH with clients

Attend convenings/site visits

CFED TA Financial WB Coaches and staff trained on FWB and FC scales
Scale

Evaluate progress, submit reports Coaches work with clients to complete fin
cap/wellbeing scales
Fellows

BMH Complete TA Feedback surveys

Fellows use data tracking plans

Provide feedback on BMH and scales

Fellows follow individual road maps

Read/learn BMH Network and engage with peers and leaders at

in-person and virtual convenings

Learn about data tracking

Fellows

Track data (client scale scores)

Complete uniform TA activities: CJM, Logic Model

Engage in integration planning design process

Launch integration plan/individual road map

Revisit CJM and Logic Model throughout the process

and after fellowship

Develop materials and present at convenings

Coaching sessions with clients