Author: Katie Plat

Chapter 8 of the Bank On Coalition Playbook, Launching or Relaunching a Coalition, provides guidance and a checklist of critical components for new or newly invigorated coalitions as they look to launch or relaunch their Bank On efforts.

This chapter looks at key moments Bank On coalitions experience during a launch or relaunch and includes detailed guidance for each step –laying the groundwork and planning for coalition success, developing communications and marketing efforts, building relationships with financial institutions, and sustaining momentum after the launch. View the full Playbook here.

Chapter 6 of the Bank On Coalition Playbook, Local Coalition Strategies for Navigating Financial Institution Partnerships and Account Certification provides insight into a range of approaches local Bank On coalitions have used to engage with their financial institution partners.

The CFE Fund’s Bank On Coalition Playbook provides tools and resources that local coalitions can use to do their work more effectively. Additional components of the playbook include chapters on Guiding Principles for the Bank On movement, a template Statement of Principles for articulating partnership expectations between local Bank On Coalitions and financial institutions; information on the Bank On Account verification and certification process; a Bank On listserv; and a Bank On Coalition Logic Model.