307 Moore Final 20090407

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    307 Moore Final 20090407 - Presentation Transcript

    1. HIMSS State Advocacy Day Roundtable April 7, 2009, 8:30am – 9:30am HIMSS Annual Meeting, Chicago, IL
        • Blair Hedgepeth, Virginia
        • 703-562-8810, bhedgepeth@himss.org
        • Jim Harris, Maryland HIMSS Chapter
        • 301-680-7845, james.harris@medstar.net
        • Randy McCleese, Kentucky Bluegrass HIMSS Chapter
        • 606-783-6560, JRMcCleese@st-claire.org
        • Martha Dameron, Northern California HIMSS Chapter
        • 415-710-2135, dameronmw@aol.com
        • Mark Stevens, Delaware Valley HIMSS Chapter
        • 484-653-8571, markwstevens@verizon.net
        • Rick Moore, Central and Southern Ohio HIMSS Chapter
        • 877-813-9750, rkmoore@dmeconsult.com
      Roundtable Discussion Group
    2. State Advocacy Days in 2008
        • 1/21/08 – Virginia
        • 1/22/08 – Florida
        • 1/15/08 – Maryland
        • 3/20/08 – Kentucky
        • 4/15/08 – California
        • 5/12/08 – Pennsylvania
        • 5/14/08 – Ohio
    3. What is a State Advocacy Day?
      • Advocacy Day is a day set aside for your HIMSS state chapter(s) members to meet with state policy makers.
      • It can be as small as a few HIMSS members meeting on the statehouse steps and then going to visit legislators.
      • It can be as big as 50 or more HIMSS members and associated organizations meeting all day(s).
      • If you have seen one Advocacy Day, you have seen one Advocacy Day. They differ from State to State and Year to Year.
      • It is an opportunity to energize your chapter(s).
      • It can be an opportunity to support legislation.
    4. When should you do a State Advocacy Day?
      • When the legislature is in session.
        • When during the year?
        • When during the week?
        • When during the day?
        • When are heavy committee days?
      • When is the budgeting process?
      • When will health legislation be considered?
      • Schedule appointments 1-2 week before.
      • Be flexible – the legislative day is chaos.
        • Meeting with an Aide is possible.
    5. How do you do a State Advocacy Day?
      • Decide you are going to make it happen.
      • Check your State’s Ethics Law on lobbying & advocacy.
      • Contact HIMSS State Gov Relations for help
        • Tom Keefe, Director of HIMSS State Gov Relations
      • Read the HIMSS State Gov. Relations Guide.
      • Take the idea to the chapter president and key board members.
      • Get Board(s) approval(s).
      • Set the date – Get HIMSS State Gov Relations approval.
    6. How do you do a State Advocacy Day?
      • Build a team – taskforce.
        • HIMSS members
        • HIMSS State Government Relations
        • Consultant – SoapBox, etc.
        • Allied Organizations – State chapters of AHA, AHIMA, AMA, etc
        • Legislative Staff
        • Governor’s Staff
      • Areas to consider
                Transportation, Logistics           Public Relations           Advocate materials           Leave behind materials           Hotel           Artwork           Appointment making           Sponsors           Photographer           Speakers           Resolutions           Facilities - venue           Catering           Communications, Website
    7. How do you do a State Advocacy Day?
      • Plan the Day – it will change, be flexible
      • Contact key policymakers
        • Resolutions – State HIT Day
      • Announce save the day – open registration
        • Monthly email up to last month
        • 1 per week last month
      • Registration – get members home address
      • Match legislators to constituent registrants
      • Call Legislators
      • Consider logistics – time to get from meeting to meeting
      • Print appointments for members
    8. Day of Advocacy Day
      • Register
      • Materials – Appointments printed
      • Gather the Advocates before
      • Train on meeting the legislator
        • Why - Message
      • Get photos
      • Work the plan
    9. Then What?
      • Evaluations & survey
      • Thank yous
      • Follow-up legislator requests for info.
      • Schedule follow-up meetings
      • Testimony
      • Report results
      • Start planning next year.
    10. Advocacy Day Resources
      • JHIM State Advocacy Day Case Study - PA HIMSS Chapters
        • Improving the Process. Lessons Learned from an Inaugural PA HIMSS State Advocacy Day.
        • http://www.jhimdigital.org/jhim/2008fall/?pg=44
      • HIMSS State Government Relations
        • http:// www.himss.org/advocacy/about_stateGovRelations.asp
      • HIMSS Congressional Affairs
        • http://www.himss.org/advocacy/about_congressionalRelations.asp
        • HIMSS 2008 Legislative Principles
        • http://www.himss.org/content/files/Legislative_Principles.pdf
      • HIMSS Economic Stimulus Webpage & 2009 Call To Action
        • http://www.himss.org/economicstimulus/
        • http://www.himss.org/2009CallToAction/HIMSSCallToActionDec2008.pdf
      • Lobbying and Advocacy – National Conference of State Legislatures
        • http:// www.ncsl.org/programs/ethics/database.htm
      • Blair Hedgepeth, CPHIMS
      • Senior Manager, Congressional Affairs HIMSS
      • Virginia Board of Directors
      • 703-562-8810
      • [email_address]
      • 3 rd Annual Virginia HIMSS Day at the General Assembly
      • Dates: January 22, 2009 (Thursday)
      • January 21, 2008 (Monday, MLK Day)
      • January 18, 2007 (Thursday)
      • Location: Hotel vs. other venues
      • Timing: Schedule of the General Assembly
      • Collaboration: Working with other organizations, current executive and legislative branch
      • Visits: Open Door Policy
    11. Maryland State Advocacy Day January 15, 2008
    12. Planning and Preparation Resources
      • Hospital Government Relations Offices
      • State Hospital Association
      • Other Associations
      • (Physician, Nurse, HIM, etc.)
      • Advocacy Consultant
    13. Financial Support
      • Hospital Government Relations Offices
      • Associations
      • Vendors
      • (Government Relations not Marketing)
      • Chapter (Guarantee)
    14. Program Support
      • Keynote Speakers of interest
      • to the Legislators
      • Education/Training for Attendees
      • Scheduled Legislative Office Visits
    15. Legislative Support
      • Proclamation of the Day
      • Introduction to the General Assembly
      • (House and/or Senate)
      • Participation in Committee Meetings
    16. Kentucky Day at the Legislature March 20, 2008
    17. Agenda
      • Planning
      • Communicating the Event
      • Registration Process
      • Sponsors
      • Day of the Event
      • Lessons Learned
    18. The Planning Process
      • Suggestion from Miriam Paramore and Dr. Victoria Bradley
      • Committee formed
      • Discussion with Kentucky Hospital Association Vice President for Government Relations
      • Determined date
      • National HIMSS involvement
      • Develop agenda
      • Prepare the “Message”
    19. Communications
      • Sent out “Hold the Date” notices
      • Frequent Email to BGHIMSS Members
      • Committee “met” Weekly via Conference Call
      • Included National HIMSS
    20. Registration
      • On-line Only
      • Encouragement Emails
      • No Charge for Event
    21. Sponsors
      • Original Intent for none
      • Changed to Allow to help cost
    22. Day of the Event
      • Held at the Capitol (Annex building)
      • Began at 8:00 AM with Light breakfast
        • Fast paced (Welcome, Keynotes, Panel, Training, Visits)
      • Debriefing
    23. Lessons Learned
      • Be Respectful of time
        • Concise message
        • What are you asking for?
      • Follow-up
        • Leave Something with Them
      • Legislators Eager for Info
        • Want Involvement
        • Possible testimony
    24. California State Advocacy Day April 15, 2008 Sacramento, CA
    25. Planning The Day Follow Up
    26. Joint Venture Between Northern & Southern California Chapters
      • Goal of Both Chapters Planning
      • Inaugural Event
      • Consultant Support
      • Meet & Greet Message
      • Sponsors for Financial Support
      • Detailed Co-ordination Between Chapters
    27. Joint Venture Between Northern & Southern California Chapters
      • One Registration Planning
      • Shared Expenses
      • Individual Chapter Sponsor Programs
      • Group Effort
      • Outreach, Outreach, Outreach
      • Allow Adequate Planning Preparation TIME
    28. Joint Venture Between Northern & Southern California Chapters
      • Assure Proper Training Time The Day
      • Clear Talking Points
      • Cover Broad Constituency Base
      • Prepare for Speaker Delays - Build in Downtime
      • Food is Important
    29. Joint Venture Between Northern & Southern California Chapters
      • Follow up Essential Follow Up
      • Debrief
      • Evaluate
      • Provide Thank You Template
      • Leave Behind Material
    30. Inaugural PA HIMSS Healthcare IT Advocacy Day “ Better Care through Information Technology ” May 12, 2008 Harrisburg
    31. Objectives
      • Educate WPA and DV HIMSS chapter members and event co-sponsors regarding national and state-level HIT efforts and status, Federal and state-level legislation regarding healthcare and IT, and methods on how best to advocate with the Legislature for better healthcare through support of broader HIT adoption.
      • Increase awareness of the benefits of HIT among state legislators and their staff through the introduction of timely, targeted and comprehensive information presented by prominent members of the PA HIT community.
      • Establish HIMSS’ Pennsylvania chapters and co-sponsors as valuable resources in the development of state healthcare policy.
    32. Committees
      • Planning and Finance, Board and National Liaisons – Charlene Underwood / Jay Srini
      • Overall Event Coordinator – Mark Stevens
      • Policy (objective and means to accomplish, co-sponsor recruitment and policy alignment) – Bruce M./ Barry Ross
      • Communications (media relations; sponsorship recruitment, communications plan) – Nancy Bucceri / Gail Malcolm
      • Legislative Outreach & Engagement - JoAnn Klinedinst / Sean O’Rourke
      • Event Logistics – Tim Schoener / Jen Pojedinec
    33. PA HIMSS Healthcare IT Advocacy Day ‘08 Agenda
      • Harrisburg Hilton
      • 8:30 – 9:30 Registration; Continental Breakfast; Networking
      • 9:30 – 9:45 Welcome Address
      • - Master of Ceremonies, Kim Slocum
      • - Chapter Presidents (Barry Ross, Bruce Marcolongo)
      • 9:45 - 10:00 Pennsylvania HIT Overview - Charlene Underwood
      • 10:00 – 10:15 Advocacy Day Message Overview - Mark Stevens
      • 10:15 – 11:15 Advocacy 101 Training
      • - Christopher Kush, Soapbox Consulting
      • - Strategy & Materials; Role Play
      • 11:15 – 11:30 Walk to Capital Building (with walking snack)
      • 11:30 – 1:15 Legislative Meetings
      • State Capital Building
      • 1:15 – 1:30 Walk back to hotel
    34. PA HIMSS Healthcare IT Advocacy Day ‘08 Agenda
      • 1:30 – 2:30 Buffet Lunch; Networking
      • - Legislative Meetings De-brief - Christopher Kush - Welcome from HIMSS National/National HIT Landscape
      • Jay Srini
      • 2:30 – 3:00 State Legislative/Executive Panel (intro by MOC)
      • - Phil Magistro, Governor’s Office of Healthcare Reform
      • - Geri Sarfert, Exec Dir, Senate Technology Committee
      • Communications and Technology Committee
      • - Matt Vahey, Chief of Staff, Rep. Josh Shapiro
      • - Q&A (floor manager, Sean O’Rourke)
      • 3:30 – 4:15 Keynote Address (intro by MOC)
      • - State Senator Rob Wonderling
      • - Q&A (floor manager, Sean O’Rourke)
      • 4:15 – 4:30 Walk to Capital Building – Main Rotunda
      • 4:15 – 6:00 Reception
    35. Sponsors / Co-sponsors
      • Affinity Technology Consultants
      • ACHE of Western PA
      • ACS Healthcare Solutions
      • Alpha Systems
      • Beacon Partners
      • CDW Healthcare
      • CERMUSA
      • Chaddsford Planning Associates, LLC
      • Children's Institute
      • Eclipsys Corporation
      • GE Healthcre, Centricity Practice
      • Geisinger Health System
      • Hamot Medical Center
      • Healthcare Leadership Network of the Delaware Valley
      • Highmark, Inc.
      • Infologix
      • Intel Corporation
      • McKesson
      • Medicity Inc
      • Nuance Communications, Inc.
      • Pennsylvania Association for Healthcare Documentation Integrity
      • Pennsylvania eHealth Initiative
      • Pennsylvania Health Information Management Association
      • Pennsylvania Technical Assistance Program
      • Price Waterhouse Coopers
      • Siemens Medical Solutions
      • Susquehanna Health System
      • Technology Council of Central PA
      • The Hospital and Hospital Association of Pennsylvania
      • Universal Health System
      • University of Pittsburgh Medical Center
      • UPMC Healthplan
      • Wellogic
      • West Penn Allegheny Health System
    36. Ohio HIMSS Advocacy Day May 14, 2008 Ohio Capital Statehouse Columbus, Ohio Rick Moore, CSOHIMSS Advocacy Chair
    37. Agenda
      • Planning
      • Communicating the Event
      • Registration Process
      • Sponsors
      • Day of the Event
      • Lessons Learned
    38. Planning
      • Goal set at 7/07 CSOHIMSS board meeting.
      • Contacted HIMSS State Gov Relations
      • Contacted NOHIMSS to determine interest
        • Larry Voyten NOHIMSS coordinator
      • Drafted Proposal for voting 11/07 CSOHIMSS Bd & 12/07 NOHIMSS Bd.
      • Set Date 5/14/08 – Only good date left at Statehouse.
      • Created Taskforce – meeting 12/07 bi-weekly then weekly
      • Started Message definition and agenda.
      • Advocacy Matrix – Planning worksheet good single source.
      • Remember a photographer.
    39. Communications
      • CSOHIMSS website
      • CSOHIMSS Newsletter Winter, Spring
      • Contacted Speakers, Sponsors, Policymakers
        • Testimony on HB 456 – Healthcare Reform
      • Email Save the Day 3/08
      • Email weekly 4/08 til 5/14/08 – new registrations
      • Spring Conference – Advocacy Day Announcement
      • Announcements to Legislators – 1 week before.
      • Post your pictures – people love them.
    40. Registration and Appointments
      • On-line with Telusys & few walk-ups
        • Get the home address – needed to match to legislator.
      • CAPWiz and OH State Legislator directory
      • Start Appointment calls 2 weeks before – use a script. Usually requires call-backs so be available.
      • Email and/or Fax Appointment confirmations
      • Print-out appointment sheets for advocates.
    41. Sponsors
      • Created Sponsor packets
      • Accepted Fee or in-kind service
      • Logos prominently displayed in materials and signs.
      • Display Tables at Reception
      • Sponsors - CSC, eHealth Ohio, HealthBridge, HPIO, OHA, OHIMA, OneCommunity
    42. Advocacy Day
      • Ohio HIMSS Advocacy Day - Columbus, OH - Ohio Hospital Association, Riffe Center, Senate Building, Ohio Statehouse Atrium.
      • 9:00 - 11:00 AM Advocacy Day Training - Ohio Hospital Association (OHA)
      • Ohio HIMSS Advocacy Day Overview - Richard Moore
      • OHA - Kim Keiser, CIO OHA
      • Ohio Issues & HISPC Update - HPIO - Bill Mitchin
      • How to Meet with Legislators - Tom Leary HIMSS Dir Federal Policy
      • 11:00 AM - 1:00 PM Meet wih Legislators Riffe Center & Senate Building
      • 1:00 PM - 2:00 PM - Lunch OHA
      • A funny thing happened on my way to a healthcare bill. - Tom Leary
      • Healthcare Bills S.1693 & H.R.1467
      • 2:30 AM - 3:30 PM - Meet with Legislators Riffe Center & Senate Building
      • 4:00 PM - 7:00 PM - Reception Statehouse Atrium with Legislators
      • R. Steve Edmonson, CIO State of Ohio
    43. Lessons Learned
      • Be respectful, on time and on message.
      • Be flexible – weather, committee meetings, legislative scheduling, venue prep., Attorney General scandal, etc.
      • Plan venues way ahead if you can.
      • Would have liked better PR
      • Legislators are looking for resources on Healthcare. Contact led to Testimony.
      • Maintain points of contact – leave behind folder, follow-up thank you, respond to requested info.
      • Build Advocacy Day into your Chapter Sponsorship.
      • Have a co-Chair or Chair-in-training to pass-on knowledge.
      • Just do it! You will see immediate results.

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