DRAFT~~ Financial Integrity- Instructor Guide
FI Seminar - Session Schedule
FI Seminar - Session 1
Time / Elapse / Purpose / Agenda / Text / Method / Materials10 min / 0h 10 / Set tone,
provide
structure / Pre-course Q’s, Welcome, Announcements
Course schedule
Parking lot
Opening story,
Some why’s / Cover / flip charts
markers
5 min / 0h 15 / Get to know
each other / Individual intro’s / possible small group
5 min / 0h 20 / Orientation / FI overview – structure, steps, tips for success / Cover
5 min / 0h 25 / Warm-up / 9 circles
Thinking outside the box
What happened? / Intro
10 min / 0h 35 / Concept / Fulfillment curve
Recognizing enough / Intro
10 min / 0h 45 / Exercise / Stuff – list items / Intro / small group,
report out / flip charts
10 min / 0h 55 / Concept / History
Lifetime Earnings
Balance sheet / Step 1
20 min / 1h 15 / Concept / Money, Life Energy
What is RHW?
Calculating RHW / Step 2
15 min / 1h 30 / BREAK
10 min / 1h 40 / Concept
Exercise / Work costs/benefits / Step 2
10 min / 1h 50 / Concept / Tracking: methods
Challenges/Opportunities / Step 2
10 min / 2h / Concept / Tracking vs Budgeting / Step 3
10 min / 2h 10 / Exercise / Categories, sub-cat’s,
gazingus pins / Step 3 / small group
report out
10 min / 2h 20 / Exercise / Monthly Tabulation / Step 3 / small group discussion
(optional)
10 min / 2h 30 / Concept / Wrap-up steps 1-3
10 min / 3h / CLOSE / Recap
Handouts
Next session / handouts
Note: The default method is lecture/large group. Use popcorning throughout.
FI Seminar - Session 2
Time / Elapse / Purpose / Agenda / Text / Method / Materials30 min / 0h 30 / Re-convene / Check-in/review / Stories / Parking lot
10 min / 0h 40 / Concept / The 3 questions / Step 4
10 min / 0h 50 / Exercise / Story (p. 4-8) / Step 4 / Small group
Report out
15 min / 1h 05 / Content / Making life visible
Wall charts / Step 5
15 min / 1h 20 / Content / Debt / Step 5
15 min / 1h 35 / BREAK
20 min / 1h 55 / Exercise / Tracking issues
Wall chart issues
Asking for support / Step 5 / Small group
Report out
10 min / 2h 05 / Content / Minimizing expenses
Conscious living
Conscious elimination / Step 6
15 min / 2h 20 / Exercise / Conscious elimination / Step 6 / Small group
Report out
10 min / 2h 30 / Content / Conscious consumption / Step 6
15 min / 2h 45 / Exercise / Conscious consumption / Step 6 / Small group
Report out
15 min / 3h / CLOSE / Recap
Handouts
Next session / Handouts
Note: The default method is lecture/large group. Use popcorning throughout.
v. 2008-04-xx p. 2
DRAFT~~ Financial Integrity- Instructor Guide
FI Seminar - Session Schedule
FI Seminar - Session 3
Time / Elapse / Purpose / Agenda / Text / Method / Materials30 min / 0h 30 / Re-convene / Check-in/review / Stories / Parking lot
15 min / 0h 45 / Content / Work and income
Why work / Step 7
15 min / 1h / Content / Story p. 7-11
What changes for finite
period of time / Step 7
15 min / 1h 15 / Content / Capital
Investment income
Compound interest
Crossover Point
Inflation / Step 8 / Q&A? / sample wall charts
15 min / 1h 30 / BREAK
15 min / 1h 45 / Exercise / Step 8 / Small group
Report out
15 min / 2h / Content / Capital, cushion, cache / Step 9
15 min / 2h 15 / Exercise / Q: what things will you assign to each “C” / Step 9 / Small group
Report out
15 min / 2h 30 / Content / Investment criteria / Step 9
15 min / 2h 45 / Exercise / What next?
Personal plan, support, enough, participation, investing / Ch 10 / Open space or popcorn
15 min / 3h / CLOSE / Recap
Handouts
Feedback / Handouts
Note: The default method is lecture/large group. Use popcorning throughout.
v. 2008-04-xx p. 2