How to organise a debt advice drop-in

A debt advice drop-in needs a simple process from arrival to private conversation. Start by securing a suitable room, registering support staff and publishing clear information about when and where people can attend. Before opening, prepare the registration desk, information tables, discussion forms and privacy screens, then test laptops, printers, power and Wi-Fi. Keep check-in brief, record help requests consistently and make sure visitors can find the right room without asking for directions.

The full checklist for this plan is being updated. The tips and answers below still apply.

Tips

Book the room before inviting people and check that it can hold separate discussion areas, a registration desk and information tables. Allow at least 60 minutes before opening to collect keys, arrange furniture and put up directional signs.
Keep the arrival process separate from the advice conversation. Use name stickers, clipboards and prepared forms at check-in, then direct each visitor to a private meeting space rather than discussing their situation at the desk.
Prepare printed information and discussion forms at least one working day beforehand. Bring extra copies, document folders and envelopes so visitors can take information away without leaving personal paperwork exposed.
Test every laptop, printer, extension cord, power strip and the Wi-Fi router before staff arrive. A short equipment check can prevent delays when someone needs a form printed or a request recorded.
Review privacy instructions with all support staff before opening. Use privacy screens or blocked-off meeting rooms, and keep the help-request inventory separate from public information materials throughout the session.

Frequently asked questions

How far in advance should I plan a debt advice drop-in?: Secure the room and support staff at least 3 to 4 weeks before the session. Publish the event information and distribute posters no later than 10 to 14 days beforehand, so visitors have time to plan their attendance.
How much setup time does a debt advice drop-in need?: Allow at least 60 minutes for room setup and another 15 minutes for equipment testing. Pick up the keys early enough to arrange tables, chairs, privacy screens, signs, forms and the registration desk before the first visitor arrives.
How do I protect privacy at a debt advice drop-in?: Keep check-in in a separate area and provide one private space per conversation wherever possible. Brief staff on privacy instructions before opening, and avoid recording sensitive details where other visitors can see them.
What should I prepare for registration?: Set up the registration desk with name stickers, clipboards, pens and the relevant forms. Prepare at least 10% more printed forms and information leaflets than the number of expected visitors, and keep spare envelopes available for paperwork.