Getting Organized

Three lessons to help Extension agents share important information with targeted Kansas audiences.

Individuals and families need the skills and motivation to organize their important papers. Organized Financial Records are a key to a strong credit standing, essential to help save money on taxes, and are a continuing indication of financial stability and progress.

AGENT GUIDE
Members of the KSRE Financial Resources Focus Team have prepared the Agent Guide to:

1. Organize lesson resources for 3 program lengths: 30 minutes; 60 minutes; 90 minutes
2. Encourage statewide promotion and evaluation of actions taken on this topic.
    

 RESOURCES FOR BACKGROUND AND LESSON EXTENDERS

1. Organize Your Important Household Papers - online lessons & interactive forms, Legally Secure Your Financial Future—LSYFF
2. Kansas Insurance Commissioner's Personal Home Inventory
   Download by clicking link above, or order hard copies for your program, order online at
   http://www.ksinsurance.org/consumers/requestpub.php
3. Additional Organizing Stores to Share (link & content to be created)
4. Other Resources to consider:
   *  Insurance Information Institute Know Your Stuff Home Inventory
   *  Legally Secure Your Financial Future: Kansas Specific version
   *  Household Records: What to Keep and Where, Appendix III, p. 47-60,
   *  Wills and Estate Planning, Esther M. Maddux. Ph.D., CFP®, AAPS, KCGC-1,
       Extension Financial Management Specialist

30 MINUTE PROGRAM - Author Contact: Jamie Rathbun

Agent:

     •   Getting Organized Agent Guide
          Note: No PowerPoint created for this lesson Print the following Participant paper
                   handouts &/or create CDs with files

Participant Handouts:

     •   Organize Your Important Household Papers - two (2) page overview, Rathbun author
     •   Household Inventory - interactive form - LSYFF online
     •   Record of Important Papers - interactive form - LSYFF online
     •   Calendar of Monthly Income and Expenses - Budgeting Basics
     •   Paper Handout:  Getting Organized Evaluation (See evaluation Section below)     
  

60 MINUTE PROGRAM - Author Contact: Mary Lou Odle

Agent:

     •     Getting Organized Agent Guide
     •   Getting Organized PowerPoint - adapt as desired with name/title/office
     •   Print the following Participant paper handouts and/or create CDs with files  

Participant Handouts:

     •   PowerPoint - Print 6 slides per sheet
     •   Our Valuable Records - KSU Pub MF-685, paper form
     •   Annual Credit Report paper copy
     •   Paper Handout: Getting Organized Evaluation (See evaluation Section below)

 
90 MINUTE PROGRAM - Author Contact: Cindy Evans

Agent:

     •   Getting Organized Agent Guide
     •   PowerPoint
     •   Setting Achievable Goals
     •   Print the following Participant paper handouts and/or create CDs with files

 Participant Handouts:

     •   PowerPoint - Print 6 slides per sheet
     •   Household Inventory - interactive form - LSYFF online
     •   Organize Your Important Papers - six (6) page, Evans author
     •   Calendar of Monthly Income and Expenses - Budgeting Basics worksheet
     •   Paper Handout: Getting Organized Evaluation (See Evaluation Section Below)

 
GETTING ORGANIZED EVALUATION

Agents:
     * Print adequate paper copies of the Getting Organized Evaluation;
        NOTE the difference between version A or B

     •   Preferred Evaluation:  For agents who Commit to a 30-60 day participant
          follow-up call. Please use the Evaluation as presented in pdf form here.
          A.  Getting Organized Evaluation.pdf

     •   Optional Evaluation: If the agent does NOT plan to complete the 30-60 day
          participant follow-up call, please use this Evaluation document which has
          the Contact Information & Statement of Intent removed. Please use the
          Evaluation as presented in pdf form here.
          B.  Getting Organized Evaluation NO Contact Info.pdf

 Evaluation Reporting Procedure:
     * After collecting paper Evaluations from Participants (and discussing agent
          plans for the Follow Up process):
     •   Label each paper evaluation following the ‘Unique ID’ directions Agent Guide
          page 7
     •   Keep Evaluations for later reference as needed for ‘30-60 Day Follow Up’.

     ♦    Enter Evaluation Data into the KSU Axio Survey System
          1.  Go to the 'Getting Started Evaluation Survey' at this link: 
               https://surveys.ksu.edu/TS?offeringid=180980
          2.  Enter responses from EACH Evaluation one-at-a-time using the Unique ID.
               Thank You!

     ♦    Enter Success Stories:  '30-60 Day Follow Up'
          1.  Using reserved copies of the Getting Organized Evaluation contact
               Participants to see if they were able to: • make any changes? • take
               any actions? • accomplish a project they feel good about? Some might
               say they: -organized or cleaned out some records (family, financial,
               property); -created a list of Important Papers for family; -cleaned out
               the dash in the pick-up; -created or updated a home inventory; -got a
               safe deposit box and put important documents in it.  
          

          2.  Collect the responses offered
          3.  Go to 'Getting Organized Success Stories' at this link:
               https://surveys.ksu.edu/TS?offeringid=180981
          4.  Enter the responses. Fill up 1 box; proceed to additional boxes as needed.
               No Unique ID or participant names are needed—just their stories!
               Thank You!