Partner Orientation Staff Training Tool

Our online staff training tool is a simple way to ensure your staff is familiar with BALANCE services, how BALANCE can support your credit union goals, and how to make effective referrals. Once your employee reviews the material, he takes a quiz on the content. The results will be provided online to the employee, and sent to him via email. They will also be reflected on your usage reports online in the Partner Orientation report. For immediate feedback, have your employee forward his results email to his supervisor or print the results page from the website. (A printer-friendly version of the quiz and answer key can be found in the downloads section below.)

Getting started is simple. If you’re set up for BalanceTrack, you’re already set up for the Partner Orientation online program. If you haven’t established any of the BalanceTrack modules, you are still welcome to use this program, just contact your Partner Relations Manager.

To provide access to your employees, you can link the module to your intranet, or simply provide the link for employees to access directly:http://www.balancepro.org/orientation

Downloads

Partnership Orientation – Download a printer-friendly PDF and share it with your staff. This document outlines all of the BALANCE services as well as how to identify members who may benefit from the program and ways of making effective referrals.

Download Partnership Orientation (PDF)

Partnership Orientation Quiz & Key – This printer-friendly partnership orienation quiz and answer key can be used for staff training on the BALANCE partnership.

Quiz (PDF)

Key (PDF)

Staff Training – This PowerPoint presentation can be used in a staff meeting as a supplement to the Partnership Orientation handout.

Download Staff Training (PowerPoint)

Referral Tool – Because your staff is juggling so many responsibilities and has so much to remember, we’ve developed this simple Referral Tool to use as an aid in identifying members in need, and ensuring they receive a referral to BALANCE.

Download Referral Tool (PDF)

Overview of BALANCE Websites

www.balancepro.net – Provides service descriptions and financial education tools for members including publications, newsletters, calculators and various financial forms. The content is in English and Spanish.

www.balancetrack.org – BalanceTrack is a personal finance education center providing self-guided web-based education on a wide variety of financial topics in English and Spanish. The modules include a quiz to measure understanding of the content.
 
www.balancepro.org/orientation – This site is a tool for orienting credit union staff on the features and benefits of the BALANCE partnership. It is a self-guided web-based education program and includes a quiz to measure understanding of the content.

www.balancepro.org/partnertools – The Partner Tools site is a resource center for our partners. The site provides tools and suggestions for promoting BALANCE services to members and employees and includes website tools, logos, sample text for various department/function letters, newsletter articles, and workshop and educational materials information.