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Digital money coaching

Introduction to the resources

These resources have been produced from the 2015-16 Digital Money Coach pilot project developed by Citizens Advice. This model was piloted through five local Citizens Advice offices, who were closely involved with its development. The learning we gained from this pilot has informed this resource suite. 

The core idea of the Digital Money Coaching model is called the 'etude'; each etude is a module of activities and resources that are designed to increase the complexity of a clients skills as they progress through them. We currently have eight etudes, and they group various resources about digital technology into eight broad themes. 

Under each topic heading you will find ready-made session packs, making up each etude, including trainer notes and handouts. The bite-size activities that make up each session pack are also available to download and use separately: each activity is normally a one-page resource, with guidance and tips.   

Broadly speaking, the activities have been developed and structured to help clients do the following:

  • choose one of eight areas of interest
  • meet small, achievable goals
  • in meeting these goals, clients will learn key digital skills that are transferable for other digital tasks
  • as clients learn small key skills, these will underpin more complicated activities
  • learn to use lots of small key transferable skills in different settings
  • more complicated activities will allow clients to achieve more complex goals

The activities in each etude are arranged under the following headers:

Critical activities

These activities underpin all the other areas that follow them. Clients need to understand these before they will be in a position to go on to the later activities in the etude. 

Important activities

These activities build on the critical activities that precede them. They form the skills that clients are likely to use most often.

Optional activities

These activities form the final goals that advisers should aim for clients for reach. They are non-essential and aspirational for clients. If they can eventually get to the point that they can access these digital services and activities, they should also have become confident with the all the preceding ‘critical’ and ‘important’ skills in the etude.

Extra credits

These are notes designed for advisers to use to help increase their own confidence, skills and knowledge of these topics. They are designed as supplemental reading to give a broader context and knowledge of the areas covered in the etude; they are organised in the same order and style as the etude topics themselves.

Digital money coaching resources

The full toolkit is made up of the following etudes:

Etude 1 - online basics

This session pack is made up of the following activities: 

Critical activities                                                                  

Important activities                                                                       

Optional activities                                                              

Etude 2 - getting online

This session pack is made up of the following activities: 

Critical activities                                                                   

Important activities                                                                       

Optional activities                                                              

Extra credits

Etude 3 - energy online

This session pack is made up of the following activities: 

Critical activities                                                                   

Important activities                                                                       

Optional activities                                                              

Extra credits

Etude 4 - benefits online

This session pack is made up of the following activities: 

Critical activities                                                                   

Important activities                                                                       

Optional activities                                                              

Extra credits

Etude 5 - online budgeting

This session pack is made up of the following activities: 

Critical activities

Important activities                                                                       

Optional activities                                                              

Extra credits 

Etude 6 - online banking

This session pack is made up of the following activities: 

Critical activities                                                                   

Important activities                                                                       

Optional activities                                                              

Extra credits

Etude 7 - public services online

Coming soon

Etude 8 - online shopping

This session pack is made up of the following activities: 

Critical activities                                                        

Important activity                                                                      

Optional activity                                                             

Extra credits