Manager Tools

Staff Development Toolkit

This toolkit helps managers shape and evaluate training programs for library staff. There’s also guidance for managing your library’s personal finance and investing collections, and a curated list of online resources for responding to patron’s money-related reference questions.

Staff Training Needs Assessment

Survey

Concise, five-question survey will help determine staff knowledge and confidence about financial literacy resources.
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Focus Group Protocol

Use this focus group guide and script to gather staff feedback about knowledge, confidence and skill levels related to personal finance and investing.
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Evaluating Financial Literacy Staff Training

Knowledge Instrument

A pre and post test will help assess knowledge staff members gained as a result of training activities.
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Attitude Instrument

A pre and post survey will help assess how staff attitudes about library services related to personal finance have changed as a result of staff development activity.
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Behavior Instrument

Measure how well library staff members put into practice what they learned from training activities. A “mystery shopper”, posing as an individual library patron, can experience library services first-hand and provide feedback to library management.
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Skills Instrument

Reference interview skills for personal finance questions can be learned. Adapt these questions to determine whether staff members can identify the financial concepts embedded in a patron question and select an appropriate resources to answer the question.
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Collection Management for Personal Finance and Investing Resources

Step-by-Step Collection Management Tool

Use this tool to systematically manage your library’s collection of personal finance and investing resources.
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Collection Inventory, Condition and Usage Data Template

Gather information and statistics with this easy to use template.
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Online Personal Finance & Investing Resources: Free, Reliable & Essential

Refer to this curated list of online resources and respond to patrons’ money-related reference questions.
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News:

Thinking Money exhibition visits the C. Burr Artz Public Library in Frederick County, Maryland. Stop is one of 50 during the nationwide two-year exhibition tour. Read more.