AR FRG Pilot Observation Guide

Approaching Retirement Federal Resource
Guide Pilot: Observation Guide
Instructions:
•

•

•

You will be observing a counseling session in which the Approaching Retirement Federal
Resource Guide is being used with the client. Your role is to observe the session and use the
checklist below to note how the Federal Resource Guide is used.
Use the checklist below to identify how the Federal Resource Guide was used in the session you
observed. You can also make notes to the right of the checklist item or in the open text field at
the bottom of the checklist to further elaborate on your response.
Paperwork Reduction Act Public Burden Statement:
According to the Paperwork Reduction Act of 1995 5 CFR § 1320.8(b)(3), no persons are required
to respond to a collection of information unless such collection displays a valid OMB control
number (OMB 0985-0081). Public reporting burden for this collection of information is
estimated to average 30 minutes per response, including time for gathering, maintaining the
data needed, completing, and reviewing the collection of information. The obligation to respond
to this collection is voluntary under the statutory authority E.O. 14058, Transforming Federal
Customer Experience and Service Delivery to Rebuild Trust in Government. Information collected
is planned for use by ACL to be used internally to ACL to inform the next version of the
Approaching Retirement Federal Resource Guide (FRG) and the Federal Forum. The
information will not influence any public policy decisions. ACL uses information collected to
improve the content and format of the FRG and the Federal Forum. Data will be kept private to
the extent allowed by law. There are no assurances of confidentiality.

To client: Are you comfortable with me observing the counseling session today in support of this data
collection?
To counselor: Are you comfortable with me observing the counseling session today in support of this
data collection?
Do you have any questions for me before we begin the session?

Checklist:
Checklist Item


The counselor used the Federal Resource
Guide with the client in this session.



The counselor was able to meet the needs of
the client using the Federal Resource Guide.

Notes



The following modules of the Federal
Resource Guide were used in the session:
[list modules]



The Federal Resource Guide was written in
the appropriate language for the client.



The Federal Resource Guide helped the client
leave the session with clear next steps.



There was a missed opportunity for the
counselor to use the Federal Resource Guide
for these topics: _____________________

Key Takeaways / Additional Notes: