Strand B — Session Template Bundle
DOCX templates the coach fills before, during, and after every 1:1. Same structure across all coaches so the platform can roll up anonymised outcomes for the Q1 board report.
Templates in this bundle
- Intake form (first session only)
- Session note (every subsequent session)
- Outcome-tracking form (end of every quarter per learner)
- Supervision case-prep template (coach uses before monthly supervision)
1. Intake form (first session)
Used in session 1 only. 60-minute session. Coach completes form WITH the learner, not after. The act of filling it together IS the work of session 1.
Section A — About the learner
| Field | Notes |
|---|---|
| Hashed learner ID | Auto-generated, never the learner's name |
| Cohort / employer | For aggregate reporting only |
| Date of intake | |
| Coach name | |
| Preferred session format | In-person / virtual / phone |
| Preferred cadence | Weekly / fortnightly / monthly |
| Preferred duration | 30 / 45 / 60 min |
Section B — Boundary acknowledgement (read aloud + ticked)
- Coach has read the FCA Boundary Card statement aloud
- Learner understands MEM does NOT give regulated financial advice
- Learner understands the signposting routes (MoneyHelper, StepChange, National Debtline, IFA)
- Learner understands confidentiality + safeguarding limits
Section C — Priorities in the learner's words
| Priority | Learner's words (verbatim) | Coach's translation |
|---|---|---|
| 1 | ||
| 2 | ||
| 3 |
Section D — Safeguarding + crisis screen
(Coach asks; doesn't tick unless answered. NEVER assumed.)
- Any debt in arrears that's threatening eviction / utility disconnection in next 72h? → If yes: escalate to Strand C 24h SLA pathway TODAY
- Any sign of financial coercion / control by a partner or family member? → If yes: signpost Surviving Economic Abuse 0808 1968845, document, notify MEM PL
- Any disclosure of suicidal ideation or active self-harm? → If yes: stop money work, Samaritans 116 123 + EAP + GP, document, notify MEM PL by end of working day
- Any sign of forced-labour / modern-slavery debt? → If yes: Modern Slavery Helpline 08000 121 700, document, notify MEM PL
Section E — Baseline (one-time)
(Coach asks; learner volunteers. Don't push for specifics they don't offer.)
- Confidence with money (1–5): ______
- Stress about money (1–5): ______
- Open-ended: "If we did this well, what would be different in 6 months?"
Section F — Agreement
| Agreed | Detail |
|---|---|
| Next session | Date · time · format |
| One thing before next session | (Learner's words) |
| What learner wants the coach to remember |
Section G — Coach reflection (filled after session, not with learner)
- What landed?
- What I noticed but didn't name?
- What I want to bring to supervision?
2. Session note (every subsequent session)
Used in sessions 2+. 45-min default. Coach fills within 24h of session.
Header
- Hashed learner ID:
- Session number:
- Date · time · duration:
- Format:
Pre-session check (3 min before learner arrives)
- Re-read last session's "one thing"
- Re-read any flag from supervision
- Confirm any signpost links from last time
During-session capture
| Field | Notes |
|---|---|
| What the learner reported on last session's "one thing" | Did / didn't / part-did |
| New priority surfaced (if any) | |
| Topic worked on this session | (Title only — no detail) |
| Behavioural commitment for next session | Specific · time-bound · in the learner's gift |
| Signpost given (if any) | URL / org / reason |
| Safeguarding flag triggered? | Y / N — if Y, follow escalation protocol + notify MEM PL |
| FCA-boundary moment | Y / N — if Y, what was the question, how was it routed |
Post-session reflection (coach, 5 min)
- What worked?
- What didn't?
- Anything to bring to supervision?
3. Outcome-tracking form (quarterly, per learner)
Filled by coach at end of each calendar quarter for every active learner. Feeds the Q1 board report. Anonymised aggregate only.
Engagement
- Sessions delivered this quarter: ______
- Sessions cancelled (by learner): ______
- Sessions cancelled (by coach): ______
- Average attendance rate: ______%
Behaviour changes self-reported
(Coach captures from session notes; doesn't ask separately at quarter-end.)
- Set up at least one automated saving / debt payment
- Completed Money Basics workshop series (any sessions)
- Pulled a credit report
- Ran a Turn2us / EntitledTo / MoneyHelper calculator
- Made contact with StepChange / National Debtline / Citizens Advice
- Booked / completed an IFA consultation (for regulated-advice questions)
- Had a conversation with a partner about money
- Claimed an allowance or benefit they weren't claiming
Confidence + stress pulse
(Same 1–5 scale as intake. Coach asks at session closest to quarter-end.)
- Confidence with money (1–5): ______ (vs baseline ______)
- Stress about money (1–5): ______ (vs baseline ______)
Signposts given this quarter
| Org | Count |
|---|---|
| MoneyHelper | |
| StepChange | |
| Citizens Advice | |
| National Debtline | |
| Turn2us | |
| IFA | |
| Mortgage broker | |
| Crisis (Samaritans / SEA / Modern Slavery) | |
| Other |
Qualitative
- One thing the learner said this quarter that the coach wants on record (anonymised, paraphrased)
- One thing the coach noticed about this learner's pattern that supervision should know
4. Supervision case-prep template
Filled by coach before monthly group supervision (90 min). Brings one anonymised case + one boundary moment.
Case (one per coach per supervision)
- Hashed learner ID
- Sessions so far: ______
- What the learner brought
- What the coach tried
- What worked / didn't
- One question for the room
Boundary moment (one per coach per supervision)
- The question or situation that tested the FCA boundary
- How the coach responded
- Was it the right response? (What would the room have done?)
Safeguarding (always include)
- Any Strand C 24h SLA case this month? Y / N
- Any safeguarding escalation this month? Y / N — if Y, briefly
Coach wellbeing
(One line. Money coaching carries weight. Coaches are checked on.)
- How am I right now?
Storage + retention
- All four templates submit to the platform under the hashed learner ID.
- Learner's name is NEVER joined to the case content unless the learner has explicitly consented for follow-up.
- Retained for 7 years from last session (insurance + safeguarding minimum). Deleted thereafter.
- Learners may request access or deletion under standard data-rights process.
Cross-cutting promise Every UK employee seat in MEM funds a free seat for someone leaving prison. memacademy.org/corporate/financial-wellbeing-employees