Financial education campaign planning template

What’s inside?

A term-by-term planning template to help you map out student engagement activities that keep students interested in personal finance throughout the academic year.

The template is already filled out with three ready-to-go campaigns – use this to hit the ground running, or you can copy the format and create your own campaigns. Free for you to download and share with colleagues.

What is covered?

The template encourages you to consider:

  • What does campaign success look like?
  • Objectives for the campaign
  • Key results
  • Campaign timeline
  • Tasks to be delivered throughout the campaign
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