@Work Partner Resource Library
  • Marketing Toolkits
    • Getting Started
    • Get Smart About Credit Day
    • FAFSA Day
    • Financial Resolutions
    • Financial Literacy Month
    • Holiday Spending
    • Home Buyers
    • Personalized Playlist
    • Small Business
    • Small Business Saturday Toolkit
    • Spring Cleaning
    • Summer Spending
    • World Savings Day
  • Marketing Libraries
    • @Work
    • Elder Fraud
    • Small Business
  • Resources
    • Best Practices
    • Case Studies
    • Communication Templates
    • Course Resources
    • Newsletter Archive
    • Reporting Center User Guide
  • Contact
  • Search
  • Menu

Getting Started
with @Work

A four step plan and suite of resources to help you execute a successful launch of your financial education program.

Step 1:
Know Your
Program
Step 2:
Internal
Advocacy
Step 3:
Launch
Plan
Step 4:
Media
Engagement

Step 1: Know Your Program

Get a strong start by planning your ongoing marketing campaigns to keep financial education top of mind for your consumers.

Implementation Guide

A high-level roadmap outlining key steps for your team to execute a successful implementation of your EVERFI @Work program.

Preview Download

Module Overview Slides

Use this PowerPoint deck to help your team get familiar with each @Work module along with their respective topics and learning objectives. Share a few relevant topics at your next team meeting!

Preview Download

Curriculum Guide

Take a deep dive into the EVERFI @Work curriculum, with specific details about each module to determine which best fit your program.

Preview

Download

Seasonal Marketing Calendar

Use this guide to craft timely and relevant messaging throughout the year. These recommendations will help you leverage seasonal opportunities to connect with your consumers.

Preview Download

@Work Module Marketing Library

Explore a library of marketing assets for each individual @Work module, including promotional copy, social media posts and course imagery. Running multichannel, topical campaigns just got easier!

Learn More

Step 2: Internal Advocacy

Every successful adult learning program starts with incentivizing participation and building advocates within your organization.

Employee Launch Digital Signage

Visual signage with crisp messaging to display on screens in break rooms and around the office.

Preview Download

Employee Launch Flyer

Use this flyer to introduce your program to your employees with a quick overview of its benefits and inclusions.

View Options

Internal Announcement Email

Boilerplate email language for an internal announcement of your new program that raises awareness and interest among employees.

Preview Download

Desktop Shortcut Tiles

A series of icons paired with desktop shortcut links to install on employee desktops for easy access to your program.

Preview Download

Step 3: Launch Plan

Now that you’ve socialized the program internally, it’s time to spread the word to your consumers and the community.

Visual Templates

Easily editable print templates designed with clear calls-to-action for busy consumers.

Consumer Launch Flyer

View Options

Program Poster

View Options

1/4 Page Handout

View Options

Digital Promotion Templates

Skim-friendly templates that quickly capture the attention of your consumers.

Social Media Assets

Turnkey posts and graphics to promote your program on the most popular platforms including Facebook, LinkedIn, and Twitter.

Preview Download

Web Ads

Banner ad templates for your website to drive consumers to your financial education program.

View Options

External Launch Email

Use this template to announce your new program, raise awareness, and build interest among your consumers.

Preview Download

Digital Signage for Consumers

Visual signage with crisp messaging to display on screens in your branch locations.

Preview Download

Step 4: Media Engagement

Your commitment to financial education is newsworthy! Plan proactive outreach to local reporters and bloggers.

Press Release

Use this template to promote the benefits of your @Work program and your commitment to financial education. It’s full of helpful information and newsworthy details!

Preview Download

Product Imagery*

Images of your financial education technology to include with press outreach and pitches to bring the program to life.
*Large file (145 MB)

Preview Download

Did you know?

The most successful implementations plan for the long term, which means running ongoing marketing campaigns that keep financial education top-of-mind for months and years after launch.

Need some inspiration? Check out our library of seasonal marketing toolkits to get started.

Explore more marketing toolkits
© Copyright 2022 EVERFI - @work partner resource library
Scroll to top
Employee Launch Flyer

Preview

Preview

Design Files

Download

Editable PDF

Download
1/4 Page Handout

Preview

Preview

Design Files

Download

Editable PDF

Download
Program Flyer

Preview

Preview

Design Files

Download

Editable PDF

Download
Program Poster

Preview

Preview

Design Files (84MB)

Download

Editable PDF

Download
Web Ad Options

Web Ad – Banner Size

Preview

Preview

Design Files

Download

Editable PDF

Download

Web Ad – Tile Size

Preview

Preview

Design Files

Download

Editable PDF

Download