This resource outlines Compass'  structure for FSS intake appointments. This intake appointment is the first appointment in the coaching relationship where participants sign and complete the COP and ITSP. 

Pre-Appointment

□  Review notes from any previous communication with client
□  Compile necessary forms and resources for the appointment
□  Review client’s credit report
□  Contact client with reminder of what information to bring to appointment

Welcome & Administration

□  Review appointment agenda with client
□  Review Contract of Participation (sign)
□  Review any other program paperwork (sign)
□  Collect all signed documents to copy later

Getting to Know the Client

Take notes during your conversation and:
□  Ask about household & dependents
□  Ask about education
□  Ask about employment
□  Ask about goals
□  Ask about finances

Client Goals

□    Complete ITSP with major program goals
□    Discuss and recommend any additional goals and input into ITSP
□    Print & sign ITSP

Budget

□  Collect pay stubs to copy later
□  Input paystub information into data system
□  Ask about other sources of income (Child support, etc.)
□  Input assets info
□  Input tax info & set aside to copy later
□  Take note of public benefits the client receives
□  Review and complete monthly budget

Credit Report

□  Review all details of credit report
□  Discuss goals and input into ITSP

Discuss Other Resources & Wrap Up

□  Ask client if there’s anything else they would like to go over
□  Make copies of all necessary documents
□  Print budget summary for client
□  Final review of goals and print for client
□  Schedule next appointment

Post-Appointment

□  Upload or file the pay stubs, tax info, and other relevant information in data system
□  Complete post-appointment narrative
□  File and share COP and ITSP with appropriate team members
□  Send follow-up email to client with any next steps or additional resources