What are your goals in running a financial literacy program? For example:

• Do you want to address an identified need in the organisation such as managing employee stress?
• Do you want to support other strategies such as staff recruitment and retention, employee welfare programs, corporate social responsibility approaches, or employee benefit schemes?
• Do you want to build skills relevant to your organisation such as improved understanding of financial imperatives for the organisation?
• Think about the benefits to employers and employees - are any of these relevant to your organisation?

• Engage senior management to further develop the concept.
• Engage key areas of the organisation, like human resources professionals, trainers, and people responsible for corporate social responsibility.

• Research the interests, needs and sensitivities of the workforce - if people don't want the program, or a particular format, it won't work.
• What are the options? Look at the options or our case studies to see how other organisations have done it.
• Prepare a budget estimating the costs of different options.

• Does it all fit?
• Is there sufficient engagement and support?
• Do the needs of employees match up with organisational priorities?
• Are the available options affordable?

• If it all adds up, present your case.