101 Tactics to Use While Preparing for an Effective and Efficient OE4

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© 2016 Enroll America | StateOfEnrollment.org 1

As a first “act” together in today’s workshop, please work with your tablemates to do the following things:

1. Use the butcher paper provided to write-down the big things that “worked” and “didn’t work” in your outreach in OE3.

2. Sign the sign-in sheet. More details to come on this!

Welcome!

© 2016 Enroll America | StateOfEnrollment.org

Lynne Thorp, Director Enroll Southwest Florida, Health Planning Council of SWFL | 05.12.16

Caroline Gomez-Tom, Navigator Program Manager, Covering Wisconsin and Milwaukee Enrollment Network

101 Tactics to Use While Preparing for an Effective and Efficient OE4

© 2016 Enroll America | StateOfEnrollment.org

INTRODUCTION & WELCOME

First thing is first

© 2016 Enroll America | StateOfEnrollment.org

© 2016 Enroll America | StateOfEnrollment.org

SHARING OUT SOLUTIONS NATIONWIDE

Team PrepCoalition engagementInformation collection

Engaging mediaScheduling tips

TODAYS GOAL: 101 Tactics

Session Objectives

© 2016 Enroll America | StateOfEnrollment.org

Agenda

Introductions & Objectives

Small Group DiscussionInnovative Strategies

Strategies from WI & FL

Gallery Walk & Reflection

Next Steps

Small Group DiscussionWhat worked (and what didn’t)

Shared list!

© 2016 Enroll America | StateOfEnrollment.org

Our Lens

© 2016 Enroll America | StateOfEnrollment.org

Post-Conference

This will contribute to the conference-wide

deliverable.

© 2016 Enroll America | StateOfEnrollment.org

WHAT WORKED IN OE3 & WHAT DIDN’T

Share Out

© 2016 Enroll America | StateOfEnrollment.org

INNOVATIVE STRATEGIESSmall Group Breakout

© 2016 Enroll America | StateOfEnrollment.org

REFLECTIONGallery Walk

© 2016 Enroll America | StateOfEnrollment.org

STRATEGIES FROM WI & FLOn the Ground

© 2016 Enroll America | StateOfEnrollment.org 13

• Provide training and professional development• Let Navigators take the idea wheel/Foster creativity• Standardize and update messages and resources• In-person meeting to support team

Preparing your team

June SeptemberDecember

March

2016 - 2017

OE4 (Nov - Jan)

© 2016 Enroll America | StateOfEnrollment.org 14

• Prioritize community’s needs (meet with partners)

• Develop a work plan with community stakeholders

• Share resources and best practices

Engaging with Coalition Members

• Static and dynamic locations• Part-time Navigator partners

© 2016 Enroll America | StateOfEnrollment.org 15

• Never stop building rapport• Ask what consumers care about• Build reliable route of

communication• Add contact field to consent form

• Look in connector• Bring sign in sheets to outreach

Preparing to Collect Basic Consumer Info

© 2016 Enroll America | StateOfEnrollment.org 16

Getting Media Onboard

I had no health care coverage and, like many people, was unfamiliar with the new health insurance laws. I was referred to a health care navigator from Health Planning Council and United Way…Her noble work has helped many people, like me, change their lives for the better. -Ed K

Be nimble and availableConnect regularly w/ media contacts

Use images to make a differenceConnect on social media

© 2016 Enroll America | StateOfEnrollment.org 17

• Create a system (internal/external)• Coordinate with key mobilizers• Get local government to promote• Consistency• Using outlook/connector• Confirming appointments

Getting Schedule Up/Shared Calendar

© 2016 Enroll America | StateOfEnrollment.org

TOP-PRIORITIES Group Discussion

© 2016 Enroll America | StateOfEnrollment.org

NEXT STEPS