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Financial Overview Kit

A visual tool that can be used for financial literacy game and financial coaching

Photo of André Fernandes
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Who does this idea benefit, who are the main players and what's in it for them?

Based on Methokit principles, the idea is being designed to be flexible enough to be used by several targets, such as children, teenagers, adults, NGOs, schools and teachers. Throughout cards, the game is intended to help the players ask their own questions and feel as their job to get the answer.

How is your idea specifically using the power of communities to improve financial opportunities and resources?

The idea suits the opportunity to approach financial literacy through a playful and visual way, as well as to carry it on personal planning as the individual prefers to use it.

What early, lightweight experiment can you try out in your own community to find out if the idea will meet your expectations?

As defined the aspects to develop the card game for financial literacy, it's possible to test the possibilities to work on.

What skills, input or guidance might you be seeking from the OpenIDEO community to help you build out or refine your idea further?

Game development, concept development, children, psychology, education, coaching, personal development, graphic design

This idea emerged from:

  • An organization

Inspired on the idea Methodkit: inspiring concept for game development, posted during the Research phase, Financial Literacy Kit aims to be a playful, visual and practical way to approach finances and money. The IDEO Method Cards is another inspiration!

By using the cards, as presented on the pictures attached, the purpose of the game is to explain to the player what to do in a simple and straight language, instead of telling him/her how to do. 

Throughout crucial information of relevant aspects regarded money and finances, the cards are useful to provide support and let the player be creative, reflect and consider his/her roles and responsibilities towards his/her financial situation - and catalyse discussions. The cards serve to help the persons who are playing the game to visualize what financial aspects to prioritize and what’s missing considering their finances.

What are the important questions to answer about finances and money? Maybe it's the first step question to reflect before map all the aspects to approach with the cards.  Let's consider what questions and aspects about the following targets:

  • children: provoke on how they could earn money, how to save the money? how they can help others with money? how to spend smartly?

  • teenagers: provoke on their purpose and future objectives, what career to choose? what to consider when analysing money and career? what steps to follow to their dreams?, what competences, skills and experiences are necessary?

  • parents: stimulate conversations about money, review the financial habits of the family, are the parents being a role model on money and finances? how to guide their children to make responsible decisions? how to think about money?

  • young/adults: provoke them to reflect about money and investments, on how to achieave their goals and define their purpose, how to manage their money and goals? how the money impacts in other areas of my life?

Before develop the game

Before build a Financial Literacy Kit, what questions come to your mind? Feel free to add new points of view! Taking the cards as a base for the game, we could start on the following questions:

  • What aspects would we consider regarding financial literacy to develop a Methodkit game?

  • How do you imagine a game with cards for financial literacy?

  • How the cards can catalyse strategic conversations about finances and money?

  • How the cards could help to inspire new behaviors?

  • How the cards could help to analyse a current financial situation?

  • Any other question that’s missing?

From a feedback given by Chris Becker, come the following question and suggestion:

  • How to bring in broader appeal past those who can self-identify their need for such a tool or  guiding principle?

  • Suggestion: 1) design a series of questions, "How to build the future of your community?", for example; 2) pique curiosity; 3) help them to find the solution 


What aspects would we consider to develop illustrated cards for Financial Literacy Kit? (feel free to add as much as you want the way you prefer, writing, drawing, etc!)

  • Expenses

  • Income

  • Investments

  • Acquisitions/I want to buy

  • Experiences/I want to do

  • Competences to develop/what can help me? (Education)

  • Assets/income sources

  • Negative habits

  • The “WHY” question/why am I doing it?/is it connected to my purpose?/is it supportive to my objectives?

  • My purpose/what has a meaning for me beyond money?

  • My objectives

  • What’s necessary to maintain if I buy X object? How much will it cost me?

  • Discipline/monitor expenses/is it useful this X I’m paying for?

  • Beliefs/are they helping me to my purpose and dreams?

  • Create value/contribution

  • Mastery/competences/expertise/skills/experiences/talents

  • What’s unnecessary?/what do I have to eliminate to achieve my purpose and dreams?

  • How did I create this situation?

  • How can I serve?/what problems can I solve? (considering demand, supply, quantity and quality)

  • Solutions/how to solve my problems? What actions to take?

Feedbacks and suggestions are welcome! If you're interested to prototype this idea, let us know, so I can add to the team.

Considering the feedbacks taken along the comments and thinking on what concept could I draft for a financial overview game, an idea came to combine the Methodkit cards, the Dragon Dreaming methodology and the board game. An extra inspiration came from Denmark with the game SNAK, which aims to stimulate meaningful conversations. Why not inspire meaningful conversations about finances and money issues?

From the Dragon Dreaming method, we can imagine a game divided in the following phases: Dreaming, Planning, Doing and Celebrating. And we can organize cards for guide the players for each one of these 4 phases, like shown in the pictures below. Attached, there other pics explaining the cards.

Groups of cards by category

What concept could we imagine to a board game? 

  • Maybe start with a limited amount of money/token and the player decides what he/she wants. 

  • He/she plans how to spend the resource available and how to earn extra resources.

  • He/she plays dices to sign the next steps, simulating risks and opportunities.

  • Take steps along the 4 phases winning and losing by luck.

  • The cards are used to reflect on the challenge and steps to take.

Image title

Examples of cards for the Planning phase

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Attachments (2)

Prototype Methodkit.docx

Some details of the prototype

Methodkit prototype.pptx

If you're intested in prototype, check this PPT guide!


Join the conversation:

Photo of OpenIDEO

Congratulations on making it to the Financial Empowerment Challenge Refinement phase, Andre! You’ve done an amazing job building on research, building a team and building out your idea, and we can’t wait to see how it develops in the Refinement phase!

We’ve loved all the visual mockups, and as you’re probably already thinking, we think this idea is very ripe for prototyping! How might you test what you’ve already developed with people from your own community? Who would this first set of users be? What would be their incentive for engaging with it? You’ll learn so much from putting the deck in front of real people – even if it’s not complete! We’re also eager to learn more about potential next steps for implementation. What would you need (in terms of teammates, partnerships, support) to launch the kit? What are the challenges you foresee? And how will you define and measure success? You’ve done an inspiring job collaborating and incorporating feedback, and we’re looking forward to seeing how this all plays out in the Refinement phase! Don’t forget to check out our Resources page ( and these tips for Refinement (, too.

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