The document outlines strategies for effective outreach and enrollment during Open Enrollment period 4 (OE4). It discusses having navigators share what worked and didn't work in previous open enrollment periods. The workshop aims to provide 101 tactics for preparing for OE4, including engaging partners and media, collecting consumer information, developing work plans and schedules, and providing training for navigators. Attendees will discuss top priorities and next steps to apply innovative strategies from the presentations.

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

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SHARING OUT SOLUTIONS NATIONWIDE
Team Prep
Coalition engagement
Information collection
Engaging media
Scheduling tips
TODAYS GOAL: 101 Tactics
Session Objectives

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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!

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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)

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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

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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

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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

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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

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TOP-PRIORITIES
Group Discussion

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NEXT STEPS