An integrated services delivery program will often require new funding, procedures and staff for an organization, even one that is familiar with providing financial or employment counseling to clients or one whose primary focus is workforce development and/or training. This section provides ideas and advice on how to bring in the right resources and options for organizing a new ISD program.

Because opening an ISD program requires an organization to engage in a wide variety of tasks—from planning to staffing to gathering and interpreting data—many of these resources touch on a number of topics. If you are interested in one specific aspect of running a successful ISD program, you may find information in some of these resources, as well as documents dedicated solely to that topic in other sections and pages of this website.


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Introduction to LISC Financial Opportunity Centers

This webinar from 2013 gives the basics on how ISD and LISC Financial Opportunity Centers work. Particularly useful to show the real-world impact of ISD for a client is an early section with a series of family budget spreadsheets that pinpoints exactly how the different services in the ISD model help change line items for the family’s income and expenses.
Video of Webinar | PowerPoint of Presentation

Planning Worksheets

To help organize and bring clarity to the planning process, these worksheets give key partners a tool to assess the local situation (such as potential partners and funders) and the status of milestones in the planning process (such as hiring staff and creating a workflow plan).
Intermediaries Early Assessment WorksheetCBO Feasibility Checklist Model Planning Checklist

Working Family Success Strategy: College Implementation Guide

This implementation guide is designed to be used by community college leaders, faculty and staff who are interested in starting or expanding an ISD effort at their institution. The guide offers a detailed discussion and examples on how to design and implement an ISD strategy at a community college with descriptions of such issues as determining which student population to offer services, creating a staffing plan, determining which services to offer, conducting student outreach, funding and planning for sustainability.
College Implementation Guide

Building Financial Capability: A Planning Guide for Integrated Services

This guide is for directors and managers who have responsibility for strategic planning and program design at community-based organizations that serve low- and moderate-income clients. It is a step-by-step guide through the process of building clients’ financial capability by integrating financial capability services into existing programs (e.g., housing, workforce development, family services) that clients are already using.

CWF How-To Guide

Walking a reader through all the basics of how a CWF works, this 12-page guide explains the key assumptions and core elements of the model, provides guidance on assessing a community’s potential for a center, and outlines the steps required to get up and running.

New Way of Doing Business: How To Guide for Implementing Integrated Income and Asset Building Services

Taking lessons from LISC’s Financial Opportunity Centers, this 21-page guide looks at questions intermediaries and CBOs should consider when determining if the ISD model is a good fit. It outlines specific systems organizations for the ISD model planning phase, integrating services through client flow, and how organizations can continue to fine tune their ISD model after their first year. Additionaly, the appendix offers specific tools and worksheets to help organizations work through some of the concepts presented in the guide.

Center for Working Families at Community Colleges: Clearing the Financial Barriers to Student Success

A report from MDC examines the recent experiences of community colleges across the United States, ranging from California to Connecticut, that are implementing the Center for Working Families (CWF) approach to help low-income students attain financial stability and move up the economic ladder. The report takes a closer look at the CWF Community College Learning Network and shows how individual colleges provide CWF services, their target populations, how the CWF fits and adapts within local college contexts, and outcomes. The report also includes detailed case studies of five institutions that are approaching the CWF in especially innovative ways

Federal Funding for Integrated Service Delivery: A Toolkit

This 60-page guide gives detailed information on the various federal programs that may be used to help fund activities at a ISD site, including TANF (Temporary Assistance to Needy Families), WIA (the Workforce Investment Act), CSBG (Community Services Block Grant), and SNAP (the Supplemental Nutrition Assistance Program). Published in 2011 by CLASP, with support from the Annie E. Casey Foundation, the guide explains how the applicable part of each program work and what ISD activities and populations are eligible, including examples from around the country. Each section also includes limitations of the funding and where to turn for more information.

Municipal Financial Empowerment

New York City’s Office for Financial Empowerment in the Department for Consumer Affairs wrote this 20-page guide to using an ISD approach with the city’s social services. Any municipality will find this document useful for its clarity on the importance and opportunity to integrate services (as will other organizations). The booklet touches on aspects from program planning to establishing certified training for counselors, with lessons learned included along the way.

Integrating Financial Security and Asset Building Strategies

Starting with a description of the asset building field and the workforce development field, this 2013 guide is designed to help practitioners in each of these realms connect to the other for integrated service. Published by CFED, this 32-page booklet is a primer that gives an overview of what it takes to support clients to learn, earn, save, invest, and protect, and cites a number of specific programs around the country.

Financial Stability Through Integrated Service Delivery: Highlights from the United Way System

This long and detailed document (174 pages) gives an easy-to-read overview of nine United Way ISD programs and the lessons from their operations. Highlights of this excellent resource include information on operational costs, partnership roles and data tracking, as well as sample forms for intake, assessment and other tasks.

Service Integration: Delivering Economic Strengthening Services to Low Wage Workers

This guide gives advice on planning, customer engagement and translating ideas into action (e.g. staff roles, performance management tools) from the perspective of Seedco, a nonprofit in New York that has supported Center for Working Families ISD sites. With planning tools like a SWOT analysis and a program design work plan, this is a hands-on, detailed document.