Lesson Plan
One-on-One Conferences
Guide each student through a 30-minute conference to reflect on progress, evaluate via rubric, and set new SMART financial and life-skill goals.
Personalized goal conferences build self-awareness, accountability, and motivation, helping Tier 3 students stay on track and take ownership of their financial and life-skill growth.
Audience
Time
Approach
Materials
Prep
Teacher Preparation
10 minutes
Step 1
Build Rapport and Set the Stage
2 minutes
Step 2
Reflect on Progress
8 minutes
Step 3
Evaluate Using the Rubric
8 minutes
Step 4
Set or Adjust SMART Goals
8 minutes
Step 5
Capture a Progress Snapshot & Close
4 minutes
Journal
Rubric
Cool Down
Slide Deck
Goal Getter: One-on-One Conference
Conference Agenda
1. Build Rapport & Set the Stage
2. Reflect on Progress
3. Evaluate Using the Rubric
4. Set or Adjust SMART Goals
5. Capture a Progress Snapshot & Close
Next Steps & Reminders
