Dislocated Workers Resources/Handouts

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Preparation Checklist

Meeting Agenda

Resources/Handouts

Understanding How a Pro Bono Financial Planner Can Help. An exercise that shows the various ways a financial planner can help a client.

Reviewing Job Benefits. A checklist for creating an inventory of former employee benefits and guiding current job searches.

Planning for Survival Between Jobs

Making a Spending Plan. An exercise clients can use to create a simple budget.

Plugging Spending Leaks. An exercise demonstrating how "little" choices can add up to significant dollar amounts over time.

Reducing Household Expenses. An exercise clients can use to see the potential savings possible by reducing ordinary and routine household expenses.

Shopping Smart. A handout of tips on how to save money while shopping in general, plus tips on saving money on food, transportation, entertainment, clothing, appliances, and more.

Using a Bill-Payment Calendar. A handout showing how to use a calendar for a simple bill-payment reminder system.

Estimating Expenses Before the First Paycheck. A worksheet to help unemployed clients plan their expenses until they receive their first paycheck.

Severance Packages and Rollovers

Understanding Severance. An explanation of how most severance packages work.

Rolling Over a Retirement Plan. A quick explanation of the downsides of cashing out a retirement plan distribution.

Benefits and Unemployment Compensation

Buying Your Own Benefits. A handout describing ways to obtain insurance coverage for an individual (not as an employee), including COBRA.

Reviewing Health-Care Plans. A list explaining the features and costs of above-average and good health-care plans.

Understanding Unemployment Compensation. A handout from the Department of Labor describing how unemployment compensation works.

Job Search

Making Yourself Employable. A handout of issues to consider when starting a job search.

Gearing Up for a Job Hunt. A handout describing the costs associated with job hunting and how to track job-hunting activities in a notebook.

Looking at Job Options. A handout describing the pros and cons of temporary, seasonal, and part-time work along with a discussion of working for yourself.

Overcoming Employment Barriers. A handout of ideas on overcoming problems workers face, such as child care, transportation, lack of experience, and limited job skills.

Reviewing Your Work Skills. A worksheet for checking your work skills against those most employers demand.

Writing a Resume. A handout of tips on writing and formatting a successful resume.

Reviewing Sample Resumes. A handout showing a traditional resume and a skills resume.

Finding Job Openings. A handout of information about where to find a job, whether to use an employment agency, and how to check out work-at-home offers.

Interviewing Tips. A handout of tips for handling yourself during and after an interview.

Reviewing Common Interview Questions. A handout of typical interview questions that job seekers can use to prepare for an interview.

Succeeding in Your Career: Five Tips. A handout of tips from the U.S. Department of Labor on establishing and maintaining a sound career.

Looking at Child-Care Options. A handout comparing a variety of child-care options.