Presented at Enroll America's 2016 State of Enrollment conference.

1. © 2016 Enroll America | StateOfEnrollment.org
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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.
1. Sign the sign-in sheet. More details to come on this!
Welcome!

2. © 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

3. © 2016 Enroll America | StateOfEnrollment.org
INTRODUCTION &
WELCOME
First thing is first

4. © 2016 Enroll America | StateOfEnrollment.org

5. © 2016 Enroll America | StateOfEnrollment.org
SHARING OUT SOLUTIONS NATIONWIDE
Team Prep
Coalition engagement
Information collection
Engaging media
Scheduling tips
TODAYS GOAL: 101 Tactics
Session Objectives

6. © 2016 Enroll America | StateOfEnrollment.org
Agenda
Introductions & Objectives
Small Group Discussion
Innovative Strategies
Strategies from WI & FL
Gallery Walk & Reflection
Next Steps
Small Group Discussion
What worked (and what didn’t)
Shared
list!

7. © 2016 Enroll America | StateOfEnrollment.org
Our Lens

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Post-Conference
This will
contribute to the
conference-wide
deliverable.

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WHAT WORKED IN OE3 &
WHAT DIDN’T
Share Out

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INNOVATIVE STRATEGIES
Small Group Breakout

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REFLECTION
Gallery Walk

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STRATEGIES FROM WI & FL
On the Ground

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• 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 September
December
March
2016 - 2017
OE4 (Nov - Jan)

14. © 2016 Enroll America | StateOfEnrollment.org
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• 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

15. © 2016 Enroll America | StateOfEnrollment.org
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• 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

16. © 2016 Enroll America | StateOfEnrollment.org
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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 available
Connect regularly w/ media contacts
Use images to make a difference
Connect on social media

17. © 2016 Enroll America | StateOfEnrollment.org
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• 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

18. © 2016 Enroll America | StateOfEnrollment.org
TOP-PRIORITIES
Group Discussion

19. © 2016 Enroll America | StateOfEnrollment.org
NEXT STEPS