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Using Data to Support Partner Coordination
The document discusses how data was used to coordinate outreach efforts between partner organizations in Colorado during the Affordable Care Act enrollment period. Data sharing allowed partners to avoid duplicating outreach to the same consumers by assigning "turfs" or geographic areas to different organizations. A direct mail campaign and follow up robocalls were used to conduct outreach across multiple partner turfs, with the mailing list and robocall data shared between partners to facilitate referrals and follow up outreach. Tracking consumer interactions in a shared database allowed effective coordination and referral of consumers between outreach and enrollment assistance organizations.
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Using Data to Support Partner Coordination
- 1. © 2015 EnrollAmerica and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org Using Data to Support Partner Coordina3on John Malloy, Na,onal Partner Data Manager, Enroll America Erik Wallenius, Deputy Director of Outreach, Get Covered Illinois Andrew Greenberg, CO Data & Training Coordinator, Enroll America
- 2. • Understand how data can be used to support coali,ons • Learn from case studies on partner coordina,on using data. • Understand tools available to support data collabora,on between partner organiza,ons Objec3ves
- 3. • Introduc,ons • The What & Why of Data • Program Planning & Management using Data in Illinois • Coordina,ng Partner Ac,vity Using Data in Colorado • Ques,ons Agenda
- 4.
- 5. 5 So, What Is Data?
- 6. What Is Data A?er All?
- 7. • 1’s &0’s? Like the Matrix? What Is Data A?er All?
- 8. What Is Data A?er All?
- 9. • 1’s &0’s? Like the Matrix? • Complex Regression Graphs? What Is Data A?er All?
- 10. What Is Data A?er All?
- 11. • 1’s &0’s? Like the Matrix? • Complex Regression Graphs? • Really cool heat maps? What Is Data A?er All?
- 12. 12 Data can be used to create all of those things. However…
- 13. 13 “Data” is simply tracking the conversa3ons your program has with its intended audience
- 14. 14 Why Does Enroll America Care About Data?
- 15. • Where are the Uninsured? • What Strategies will work when we try to engage with consumers? • How can we evaluate our program? • How can we tell the story of our program? We All have Big Ques3ons
- 16. • Where are the Uninsured? Using demographic data, we can find consumers who are more likely to be uninsured • What Strategies will work when we try to engage with consumers? Once we find them, we can track our strategies by tracking each conversa3on we have. • How can we evaluate our program? With the data we gather on conversa3ons, we can evaluate our strategies against each other. • How can we tell the story of our program? When you track your data as you go, you can provide snapshot reports to stakeholders quickly. We All have Big Ques3ons
- 17. What makes up data? Name & Demographics Contact Information Conversations Questions People Answer …. And really anything else you can imagine
- 18. 18 How can data be used to target outreach?
- 19. Let’s look at what data we can track on consumers 19 Uninsured Propensity Address Age DOB Gender Name Phone Number Race Contacts Insurance Status Interest in New Coverage
- 20.
- 21. 21 21
- 22.
- 23. 23 How we use data
- 24. Follow Up MaTers 0% 10% 20% 30% 40% 1 2 3 4+ Percent Successfully Enrolled (Among Uninsured Consumers) Number of Field Conversa,ons 20% 22% 28% 33%
- 25. • …especially amongimportant communities! Follow Up MaTers
- 26. Using Data to Support Mass Contact Bulk Mailing Virtual Phone Bank & AutoDialer RoboCalls & RoboSurveys
- 27.
- 28. Geographic Coordina3on – “Turfing” A B C
- 29.
- 30. “Get Your HouseIn Order (With Data)” Erik Wallenius Deputy Director, Outreach & Consumer Education
- 31. Our Approach: “Work ReallyHard and Hope For the Best”
- 32. Our Approach: “Focus, Measure,and Track” * (not an actual Navigator)
- 33. Data Can HelpYou Manage Turf
- 34. First Task: OutreachRegions
- 35. First Task: OutreachRegions • The Census • Small Area Health Insurance Estimates (SAHIE) • Public Use Microdata Areas (PUMAs)
- 36. First Task: OutreachRegions • A Brief Sidebar about PUMAs
- 37. First Task: OutreachRegions • Healthcare-Related Nonprofits • Kaiser Family Foundation (KFF) • Shriver Center • Health & Disability Advocates (HDA) • Illinois Health Matters
- 38. First Task: OutreachRegions • Other Research and Data Entities • State Health Access Data Assistance Center (SHADAC)
- 39. First Task: OutreachRegions • Tools Used • Microsoft Excel • Google Earth • Two computer monitors (optional, but recommended)
- 40. Data Can HelpYou Understand Consumers
- 41. Second Task: ConsumerData Primary Data Collection Tool: the Request For Information Card (RFI Card)
- 42. Second Task: ConsumerData Get Covered Data (GCD)
- 43. Data Can HelpYou Manage Assisters
- 44. Third Task: NavigatorManagement • Weekly performance metrics
- 45. Third Task: NavigatorManagement • Build data into grant application process
- 46.
- 47. • Engage localpartners • Provide data services to empower and increase efficiency • Reach an ever-harder-to-reach population Colorado Program Goals
- 48. • Existing Relationshipswithin Vital Communities • Intricate knowledge of opportunities & challenges in each community • Ability to create long-lasting institutions of coverage outreach, education & enrollment. Why Work with Partners?
- 49. • Convened 13Organizations • 10 Enrollment Assister Organizations • 3 Outreach-Only Organizations • Partner Organizations: • Met with Enroll America to develop Program Goals & Strategies • Used Get Covered Data to track their work and share data • Engaged in joint training & planning meetings. OE2 Program in Colorado
- 50. • Partners wantedto be able to collaborate on phone banks and canvassing. • Partners wanted to identify consumers they were working with, while maintaining some data privacy between organizations. Why Share Data?
- 51. • Each EnrollmentAssister Organization had non-overlapping turf for outreach purposes • Enroll America staff helped define these areas based on Zip Codes, to create very specific geographic areas. • Partners did not call into each other’s areas Turfing to Avoid Duplica3on
- 52. Direct Mail Campaign Fundedby Piton Foundation Robocall Based on Mailing List Major Data Coordina3on Pieces
- 53. • Multiple touchesincrease the likelihood that a consumer will enroll in coverage Why Mail & Robocalls?
- 54. • Funded bythe Piton Foundation • Post cards with health coverage information sent to 75,000 likely uninsured consumers • Coverage area touched several Partner Turfs Direct Mail Campaign
- 55. • Encourage specifictargeted consumers to enroll • Provide Baseline Contact Attempt to Narrow Outreach Efforts • Partners combining resources to reach the one group Direct Mail Campaign
- 56. • Used GCDand Enroll America’s Uninsured Propensity Model to create list • Divided the mailing list by ZIP codes for each partner to use for follow-up outreach • Database structure made data sharing easy Piton Mailing – Role of Data
- 57. • 15-second message • Built on Piton mailing list • Sent during hours people would be home Robocall -‐ What
- 58. • An additionaltouch • Give consumers information on enrollment deadline • Provide better contact lists to Partners Robocall -‐ Why
- 59. • Built InRobocall Tools in GCD • Existing Piton list already in database – easy to access • Database structure made data sharing easy Robocall – Role of Data
- 60. • Used toshare information between outreach-only groups and enrollment groups • Consumers ID’ed as needing a referral • Typically a phone list within GCD • Could also be an Excel export Referrals
- 61. Piton Mailing List Robocall List • Robocall list was built on Piton list Partner-‐ specific list • Could be narrowed by demographics or zip code Phone Bank Calls Data Coordina3on Process
- 62. • Avoid overlappingareas of activity • Develop a data-sharing system that includes referrals for enrollment assistance • Data from large outreach efforts, like mailings and robocalls, should be shared Recommenda3ons
- 63. • What WeKnow & How We Learned It • Friday – 10:15AM – 11:45AM • Mt. Vernon B (Meeting Room Level) • Know Your Numbers: How to Quantify Qualitative Data on Media Outreach • Friday – 2:15PM – 3:15PM • Mt. Vernon A (Meeting Room Level) Other Data & Analytics Workshops
- 64. • Getting Startedwith Google Docs • Friday – 10:15AM – 11:45AM • Get Covered Data Interactive Demonstration • Friday – 2:15PM – 3:15PM Get Covered Academy Learning Lab Meeting Room 16 Data & Analytics Interactive Trainings
- 65. The Data &Analytics Booth is on the Ballroom Level, where you can… Meet members of our Data & Analytics Team Learn more about Data Services we provide to partner organizations, including Get Covered Data Access & Support Customized Mapping Services Customized Market Analysis Services Data & Analytics Training Opportunities Ask any follow up questions from any of our sessions Data & Analytics Booth ACA
- 66.
- 67. 67 New training resources • Highly customized, action-oriented • New suite of training services • Goal-setting • Planning • Coaching • In-person training • FOR MORE INFO – training@enrollamerica.org