Activity time remaining
0:00
Texas State University · Summer 2026

Financial Wellness
Ideation Workshop

Academic Engagement

Design Thinking Appreciative Inquiry AFCPE MME1

Use arrow keys or swipe to navigate

Workshop Overview & Goal

What we're doing today

  • Brainstorm ideas for financial wellness programs serving TXST students this summer
  • Map ideas to student populations and delivery methods
  • Connect everything to AFCPE MME1 professional standards
  • Document in field notebooks for future reference

How we're doing it

Design Thinking

Empathize → Define → Ideate → Prototype → Test

Appreciative Inquiry

Build on what's already working. Focus on strengths and possibilities.

Ideation Framework: Positive Focus

The Ideate Phase

  • Generate as many ideas as possible — quantity over quality first
  • No bad ideas at this stage
  • Build on each other's thinking
  • Challenge assumptions about what's possible

Appreciative Inquiry Lens

  • Start with what's working for students financially
  • Ask: "How do we do more of that?"
  • Strengths-based framing leads to sustainable programs
AFCPE MME1 Modules we'll draw from:
  • Set the Stage & Gather Client Info
  • Assist in Creating an Action Plan
  • Personal Financial Planning Tools
  • Manage Money, Taxes & Employment
  • Credit and Debt
  • Major Acquisitions
  • Managing Financial Risks
  • Investment Fundamentals
  • Retirement & Estate Planning

Warm-Up: Open Your Field Notebook ⏱ 5 min

Every entry uses this structure. Be consistent — we'll compile these after the workshop.

Date
___________________
Idea Title
___________________
Description
Target Population
___________________
AFCPE Connection
___________________
[ sketch / diagram area ]

Warm-up prompt

Think about a student you've worked with who had a financial concern. Write down:

  • What was the concern?
  • What resource or conversation helped most?
  • What was missing?

You have 2 minutes. Timer is running below.

Step 1: Identify Opportunities ⏱ 15 min

Prompt: What financial wellness challenges and opportunities do TXST students face? Brainstorm freely — write each idea as its own notebook entry.

Financial Literacy & Planning

  • Budgeting & spending plans
  • Goal setting
  • Cash flow statements
  • Emergency funds

Credit & Debt

  • Understanding credit scores
  • Student loan management
  • Buy now, pay later risks
  • Debt repayment strategies

Income & Employment

  • On-campus employment
  • Tax basics for students
  • Benefits & cafeteria plans
  • Post-grad salary negotiation

Major Decisions

  • Housing — rent vs. own
  • Car purchases & financing
  • Technology & big purchases

Risk & Protection

  • Renter's insurance
  • Health insurance (CHIP, COBRA)
  • Identity theft protection

Long-Term Planning

  • Investment basics
  • Compound interest
  • Retirement accounts (Roth IRA)
  • Asset allocation

Step 2: Map to Student Populations ⏱ 10 min

Take your top 3 ideas and map them. Who needs this most? When in their journey?

Your Idea Year(s) Priority Population Delivery Timing Expected Impact
e.g. Budgeting workshopFreshmanFirst-gen, Low-incomeWeek 3–4 of termReduced financial stress, retention

Priority populations: First-gen · Low-income · Transfer · International · Student parents · Athletes

Step 3: Choose Delivery Methods ⏱ 10 min

For each idea, how does it reach students? Pick the best fit — or combine.

1:1 Coaching Sessions

Deep, personalized. Best for complex situations — debt, appeals, emergency funding. Delivered by B3 counselors or AFCPE-trained staff.

In-Class / US1100 Presentations

Broad reach, early in semester. Peer Navigators already have a foothold here. Great for financial literacy basics.

Peer Mentor Delivery

Relatable, trusted. Monthly trainings already on the ops calendar. Works well for budgeting, credit basics.

Workshops (Registration, NSO)

High traffic moments. FG and Peer Nav already co-facilitate. Add financial topics at existing touchpoints.

Web Resources / Canvas

Asynchronous access. B3 already uses Canvas for Journey Launch. Good for glossary terms, calculators, guides.

Print & Campaigns

Newsletters (FG already publishes quarterly). Awareness campaigns tied to FAFSA deadlines, registration weeks.

Step 4: Connect to AFCPE MME1 ⏱ 10 min

Every program we design should map to at least one MME1 competency. This keeps our work evidence-based and credentialed.

Core Competency Clusters

  • Client Intake & Goal Setting — action plans, ambivalence, behavior change stages
  • Cash Flow & Budgeting — cash flow statement, budget variance, spending plans
  • Credit & Debt — credit score, amortization, debt management, collections
  • Money Management — checking accounts, ATM, compound interest, taxes
  • Major Acquisitions — auto loans, renter's insurance, collateral
  • Risk Management — insurance types, COBRA, CHIP
  • Investing & Retirement — asset allocation, bonds, Roth IRA, annuity

Quick Mapping Examples

Budgeting Workshop → Cash Flow StatementBudget VarianceSpending Plans
Credit 101 → CreditCompound InterestCollections
Loan Mgmt Guide → AmortizationAcceleration ClauseBorrowing Limits
Investing Basics → Asset AllocationBond YieldBuy-and-Hold

Field Notebook: Two Examples

Example 1 — Program Idea

Date May 18, 2026
Idea Title Peer Financial Mentorship Program
Description Train senior Peer Navigators to deliver one-on-one budgeting sessions during weekly drop-ins. 30-min structured format using B3 intake model.
Target Population Freshmen, First-gen
AFCPE Connection Action Plan, Cash Flow Statement, Budget Variance
[ flow diagram: student → navigator → budget template ]

Example 2 — Campaign Idea

Date May 18, 2026
Idea Title "Spend Smart, Bobcat" Campaign
Description 4-week social media campaign timed to NSO (Aug) and FAFSA season (Sep–Oct). Short video tips featuring student voices. Partner with FG newsletter.
Target Population All students, especially incoming
AFCPE Connection Behavioral Finance, Cognitive Reframing, Brainstorming
[ mock Instagram post layout ]

Complete at least one full entry before we move to Part 2.

Next Steps & Summer Timeline ⏱ 10 min

From today

  • Compile notebook entries — submit photos by Friday
  • Select top 3 ideas for MVP development
  • Assign leads for each MVP

Summer MVP Build

  • Weeks 1–2: Finalize scope, assign leads, pull AFCPE mappings
  • Weeks 3–6: Build and pilot each MVP
  • Weeks 7–8: Gather feedback, iterate, plan fall rollout

Key Touchpoints Already on the Calendar

  • Jun–Aug: NSO tabling and presentations (FG + AE)
  • Aug Week 3: Welcome Week — FG Welcome Back Event
  • Aug Week 4: Classes begin — B3 Period 1 launch
  • Sep: FAFSA communication window (Handraise)
  • Sep Week 2: Peer Navigator monthly training
  • Oct: Registration workshops (FG + Peer Nav)
Next slide → Full Operations Calendar for the year

Part 2: Operations Calendar

Academic year view by term · All teams

AE OpsAcad. EngagementFirstGen HandraiseFin. Ed.Peer Nav

Scan to add an activity from your phone:

this15fine.dev/submit.html

How to use

  • Scan the QR code on your phone
  • Fill in the form — takes 30 seconds
  • Your entry appears highlighted in the calendar
  • Export to CSV when done — new entries are color-coded
■ Yellow highlight = added today's session

Fall Term Aug · Sep · Oct · Nov · Dec

WkMonthUniversityAE OpsAcad. EngagementFirstGenHandraiseFin. Ed.Peer NavAssessment

Spring Term Jan · Feb · Mar · Apr · May

WkMonthUniversityAE OpsAcad. EngagementFirstGenHandraiseFin. Ed.Peer NavAssessment

Summer Jun · Jul · Aug (early)

WkMonthUniversityAE OpsAcad. EngagementFirstGenHandraiseFin. Ed.Peer NavAssessment

Capture & Export

Submissions this session

Export

Download the full calendar as CSV. Additions from today's session are flagged with ADDED_TODAY in the source column so you can filter in Excel.

File: txst-ops-calendar.csv · Open directly in Excel · 🔒 Admin only

Submit form

Share this link or QR with participants:

this15fine.dev/submit.html