Lesson Plan

Budget to Thrive Lesson Plan

Learners will identify income and expenses, create a personalized budget using a worksheet, practice prioritizing spending in groups, and reinforce budgeting skills through an interactive game.

Financial stability reduces stress and supports long-term recovery. Mastering budgeting empowers participants to manage money effectively, avoid crises, and build confidence.

Audience

Time

Approach

Materials

Prep

Material Preparation

15 minutes

Step 1

Introduction and Icebreaker

10 minutes

Step 2

Budget Basics Overview

10 minutes

Step 3

Individual Budget Worksheet

15 minutes

Step 4

Group Expense Prioritization Activity

10 minutes

Step 5

Budgeting Jenga Game

10 minutes

Step 6

Discussion and Wrap-Up

5 minutes

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Worksheet

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Activity

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Discussion

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Slide Deck

Budget to Thrive

Session Objectives

Why Budgeting Matters in Recovery

Icebreaker: Share & Connect

Budget Basics: Income vs. Expenses

Expense Categories

Importance of Emergency Funds

Using the Budget Worksheet

Individual Budget Work Time

Group Activity: Prioritize Expenses

Game: Budgeting Jenga

Reflection & Discussion

Set Your SMART Budget Goal

Resources & Next Steps

Thank You

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Game

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Budget to Thrive

Rachel

Tier 2
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