Working with community members to find the benefits that best apply to their specific situation takes 30 minutes or more per session. This service can be added to tax filing or settlement services, or as a stand-alone session specifically to address applying to benefits.
You should be prepared to do the following:
- Orient staff to the Benefits Wayfinder tool and other supporting resources. You can take the Prosper Canada online course Foundations of Access to Benefits to get started.
- Find benefits on the Benefits Wayfinder that are relevant to your community. For example, if you primarily serve seniors, click on the “I am a senior / retired person” Starting Point on the main page to find related benefits.
- Create personas based on the community members you serve and practice using to the tool to become familiar with the benefits available to them.
- Review the list of key benefits people are eligible for in your province or territory.
- Meet with community members one-on-one to review the benefits that best match their situation (approximate time 30-60 minutes per session).
- Provide community members with the list of key benefits or create your own based on the population you serve. If possible, book time to review this list in a one-on-one or group session.
- The ‘Starting points’ feature of the Benefits Wayfinder is a good way to get started in creating a list of benefits for a specific population.
- If your organization has lunch and learns or professional development sessions, you could present the Benefits Wayfinder to staff and explore the benefits specific to your community members.
- If you are only helping with benefit exploration, or if you are new to benefit services and encounter complexities, find organizations in your community that can help with accessing these benefits and filling out documents. You can start by browsing the Help section of the Benefits Wayfinder.
- If you are currently not providing this service, research other local organizations that are so you can make an informed referral.