1. Welcome NZFFBS Supervision

2. Typical ongoing budgeting sequence + income – find it all! - Basic expenses – essential living costs = surplus – can be used to address crises - Other monthly & annual expenses (draw up budget worksheet) = smaller surplus or deficit Interim, short term cashflow Debts – list, prioritise, make repayment plan = balanced budget – or small surplus Long term (12 months) cashflow Encourage, educate, monitor

3. 1 – Understanding what supervision is 2 – Explore & understand the aims of supervision & probation 3 – Know the requirements of probation for new advisers 4 – Analyse some useful methods of supervision NZFFBS Supervision

4. Administrative supervision make sure that proper procedures are followed to provide a first-class service for people who need it or in some cases are required to have it. This is definitely the key in our supervisory processes. Educational supervision the aim of which is to develop skills to help understand the client better. The work of Budget Advisers is a combination of these two.

5. Assessment based on the following objectives: Objective 38Draft a budget Objective 39Manage debt and present information to a client Objective 40Draft a cashflow forecast Objective 41Advise clients about benefit entitlements Objective 42Advise clients in a crisis Objective 43Advise clients about consumer rights Objective 44Manage an ethical problem Objective 45Assist a client to negotiate Putting it all Together- Module 12

6. The Essential Requirements  the coordinator allocates clients on discussion with the supervisor  the supervisor sits in on the 1 st two trainee interviews with at least two clients  the trainee greets the client, conducts the interview, gathers the information, determines what steps to take next and arranges the next session as if they were a budget adviser  the trainee completes all necessary paperwork – BWS, DS & Cashflow - the supervisor checks all paperwork  the supervisor provides feedback on the interview, support for the trainee and advice & guidance on technical issues

7.  What should happen at the beginning of every supervised meeting with clients?  Why?  What are the two ways this might be done?  What are the pros and cons of each?  Under what circumstances should a supervisor ‘pop in some words’ (intervene)?  How should this be done? Supervision – ‘Sitting In’ 1

8. What are the pros and cons of the supervisor taking over a meeting? If a probationary advisor has the technical know- how but lacks interviewing skills what opportunities should (s)he be given? Any other dos and don’ts for supervisors at meetings with clients? Supervision – ‘Sitting In’ 2

9. MUST DO: Invite trainee to speak first – ask them to identify one successful strategy and one they would change next time – encourage reasons Follow up on those items and ask for any other comments. Discuss these. Offer your own observations – one or two pats on the back and one or two suggestions – no more. Ask if there is any information from the meeting about which the trainee needs clarification. Deal with that and one or two other similar if needed. Set a couple of simple goals for next meeting Any other dos? Supervision – Follow up meeting

10. Don’t: Try to deal with anymore than the follow up mentioned Do all the talking (80 – 20) Avoid contentious issues – they won’t go away Over praise or say more than you need to Any other don’ts? Supervision – Follow up meeting

11. Attended trainees initial and second interview of at least two clients Checked all draft budgets, debt schedules, budgets, cash-flows and debt payment plans Checked trainee’s monitoring of working budget over four pay periods Debriefed, directed and positively supported the trainee throughout the probationary period Are you satisfied that the trainee is competent to work as a budget Advisor? HAVE YOU? T3b Supervisors Report

12. Thank you for your participation and your willingness to supervise new Budget Advisors Supervision

13. 1 – Understanding what supervision is 2 – Explore & understand the aims of supervision & probation 3 – Know the requirements of probation for new advisers 4 – Analyse some useful methods of supervision NZFFBS Supervision