General Ways for local CIS to engage in the CFS process
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Lesson
Work with CIS Executive Director to plan and conduct working sessions with local CIS Board of Directors
and/or Program and Development Committees to identify human resources and materials to support
implementation of
CFS curriculum lessons. (See below)
Purchase Material/Resources Listed in the manuals (or get a $500 sponsor)
Request State CIS office to order Free materials/resources listed in manuals.
Engage local Colleges, Technical Schools, & Military (mock college fair, campus visits, job shadowing
placements)
Secure interns from local colleges who can spend 10 hours per week for the entire school year to
carry out CFS lessons, coordinate events, and work with PLC staff (ex. Master Level Social Work
interns)
Engage Businesses & Non-profits (job shadowing, sponsorship of lessons & events, portfolios, group
mentor for CFS advisory class, human resources professionals to provide interviewing skills, work ethics
workshop)
Find ways to assist the School Leader in creating a college-going culture (find sponsors for college
application fees, placement testing fees, college paraphernalia in all rooms of the PLC, picture of
graduates in the hallway with career goals, college pennants, ,etc.)
Engage CIS Partners and CIS Board members as panel members for Student Portfolio Presentations,
Lunch & Learns
Publicize the parent events and provide incentives
Ensure the Academic Coordinator has appointed a CFS lead who will work closely with the Services
Coordinator and CIS Executive Director (note: this might be the Services Coordinator)
Title
Resources Needed from local CIS
Order List for 101 & 102
Purchase Material/Resources Listed in the
manuals (or get bank to donate $500); Request
CIS State office to order free materials.
Student incentives (2 per advisory class)
101-1
How to Be Successful at the PLC
101-2
101-4
Intro to Charting for Success: Preparing for the
Journey
Charting for Success: Individual Development
Plans
Welcome to your state’s mentor site
101-5
Study Skills: Creating a Culture of Learning
101-6
Learning Your Styles
101-7
Who Am I?
101-8
Career Interest Inventory
101-3
Contact State Mentor site and inquire about
possible assistance with CFS *101-1
Involve human resources professionals from
CIS partner organizations or local human
resources professional association.
Utilize career and financial literacy modules of
cfnc.org and GA411.org. Involve volunteer
101-9
Career Exploration
101-10
Dress for Success
101-11
Communication Skills
101-12 Dress for Success, Part II: Lunch & Learn –
Exploring Careers
101-13 Charting For Success- Individual Development
Plan (revisited)
101-14 Job-Shadowing Preparation
101-15
Job-Shadow Day: Post-Visit Reflection
101-16
Dealing with Dollars: Financial Basics
101-17
Dealing with Dollars: Budgeting
101-18
Lunch and Learn: Giving Back -- Contributing to
Our Community
101-19
Post–High School Basics
101-20
College Entrance and Placement Testing
101-21
Exploring Your Options: A Mock College Fair
101-22
College Visit Prep
101-23
Tour Debrief
101-24
Charting for a Successful Summer
mentors in discussion with students regarding
student results
Make presentation to CIS Board of Directors to
recruit job shadow sites or PLC presentations
during classes or morning motivation.
Organize fashion show for Morning Motivation.
Involve human resources personnel from CIS
Board corporations.
Involve local media personality and/or HR
professionals.
Find sponsor for event (Corporate Business to
pay for lunch), contact 4 business partners to
participate in panel, nametags, tokens of
appreciation for panel members *101-7
Work with CIS Executive Director and Board of
Directors to contact local businesses/agencies
for job shadow placements, transportation *101-8
Work with CIS Executive Director and Board to
engage bank and/or auditing firm.
Work with CIS Executive Director and Board to
engage bank and/or auditing firm.
Find sponsor for event (Non-profit to pay for
lunch), contact 4 community partners to
participate in panel, invite CIS ED to participate
in panel, nametags, tokens of appreciation for
panel members *101-12
Find sponsor for event (local college, tech
school, or military) for refreshments, invite
parents to attend college tour *101-7
Contact area post secondary institutions for
visits, invite parents to attend college tours,
arrange transportation *101-5
Invite CIS Board/program committee members to
attend to hear debriefing remarks.
Work with CIS Executive Director/Board to
provide a list of possible summer jobs and
volunteer opportunities, including local summer
jobs programs sponsored by government
agencies.
Lesson
Title
Resources Needed from local CIS
102-1
How to Be Successful at the PLC
Student incentives (2 per advisory class)
102-2
102-4
Intro to Charting for Success: Planning Makes
All the Difference
Charting for Success: Individual Development
Plans
Welcome to your state’s mentor site
102-5
Designing Your Future
102-6
Finding Your Field
102-7
Spring Into Fall, Part I
102-8
Spring Into Fall, Part II
102-9
Tour Time: College Visit Prep
102-10
College Entrance and Placement Testing
102-11
Mock Admissions Review
102-12
Alumni Connection
102-13
102-14
Charting for Success: Individual Development
Plan (revisited)
Scholarship Search – Finding the Free Money
102-15
Preparing for Financial Aid Season
102-16
FAFSA Completion
102-17
Professional Communication
102-18
Job-Shadowing Preparation
102-19
Dealing with Dollars: Credit Basics
102-20
Making Your Admissions Decision
102-21
Dealing with Dollars: College Financing
102-3
Contact State Mentor site and inquire about
possible assistance with CFS *102-1
Contact area post secondary institutions for visits,
invite parents to attend college tours, arrange
transportation *102-1
Sponsorship for fees
Locate potential panelists, contact area
foundations/scholarship organizations, find a
sponsor for refreshments *102-1
Contact State Mentor site and inquire about
possible assistance *102-10
Contact State Mentor site and inquire about
possible assistance
Contact State Mentor site and inquire about
possible assistance
Contact local businesses/agencies for job shadow
placements, transportation *102-9
102-22
Portfolio Preparation
102-23
Portfolio Presentation
102-24
Making the Move: Transitioning to the Next Step
Obtain a sponsor to purchase portfolio binders for
each student (local printing company, office supply
company) *102-1
Recruit panelists for presentations (maybe potential
donors to CIS)
PARENT EVENTS
Lesson
Title
Resources Needed from local CIS
101 & 102:
Semester One
Parent Kick-Off: Charting for Success at
the PLC
101 Semester
One
Parent Event: Dress for Success Lunch
and Learn (invite parents to attend CFS
101-12)
Parent Event: The College Admissions
Timeline (Student finalization of
admissions writings
Parent & Student Event: Alumni
Connection
Parent Kick-Off, Semester 2: Charting
for Success at the PLC (PARENTS &
STUDENTS)
Find sponsor for each event (Incentives, door
prizes, refreshments)
Ask Local Insurance Company to sponsor *101-1,
102-1
Invite parents to attend
*101-8
102 Semester
One
102 Semester
One
101 & 102:
Semester Two
101 Semester
Two
Parent Event: Managing Your Money
(PARENTS & STUDENTS)
101 Semester
Two
Parent Event: Financing College
102 Semester
Two
Parent Event: Financial Aid Information
Session (PARENTS & STUDENTS)
102 Semester
Two
Parent Event: FAFSA Completion
(PARENTS & STUDENTS)
Find sponsors for college application fees,
placement testing fees for students in need
(Financial Planning Companies) *102-2
Invite parents to attend
Find sponsor for each event (Incentives, door
prizes, refreshments)
Ask Local Hospital, City, County to sponsor *1011, 102-1
Find a Banking Institution to sponsor the event
and provide a representative to present banking
info (see 101 Semester 2 Planning for more
information)
Find a Banking Institution or Financial Planning
Company to sponsor the event and provide a
representative to present financial info
Find a Banking Institution or Financial Planning
Company to sponsor the event and provide a
representative to present info
Find a Banking Institution, College or Technical
School to sponsor the event and provide a
representative to assist the staff and parents with
FAFSA completion
CROSS CURRICULAR LESSONS
Lesson
Title
102 Semester
One
Cross-Curricular Lesson: Drafting
Admissions Writings and Résumés
102 Semester
One
Cross-Curricular Lesson: Application
Completion
101 & 102
Semester Two
Cross-Curricular: Financial Literacy
Survey
* coordinated by Mathematics Learning
Facilitator
Cross-Curricular: FDIC Money Smart
Modules
* coordinated by Mathematics Learning
Facilitator
Cross Curricular: Financial Fitness for
Life - Lesson 8: What’s the cost of
spending and saving?
* coordinated by Mathematics Learning
Facilitator
Cross Curricular: Financial Fitness for
Life - Lesson 14: All About Interest
* coordinated by Mathematics Learning
Facilitator
101 & 102
Semester Two
102 Semester
Two
102 Semester
Two
*: lesson in which the planning for this event should begin
Resources Needed from local CIS
Order the free CD ROM from FDIC
*101-8
Contact your State’s Jump$tart Coalition to
establish a relationship and ask for a representative
to present this lesson
www.jumpstart.org
*101-13
Contact your State’s Jump$tart Coalition to
establish a relationship and ask for a representative
to present this lesson
www.jumpstart.org
*101-13