Transcript File

Outreach Planning
Group Technical Assistance Webinar
CFPHE | October 7, 2015
Objectives
1.
Describe the importance of being purposeful about
outreach and sharing information with partners and the
communities they represent.
2.
Identify which important partners are missing from
your project.
3.
Identify appropriate messages and methods to deliver
that message to engage additional stakeholders.
4.
Document steps taken to identify and bring
stakeholders to the table.
Describe the importance of being
purposeful about outreach and
sharing information with partners
and the communities they represent.
What is Outreach?

As a tool to help expand access to health services, practices or
products, outreach is most often designed to accomplish:
 Direct delivery of health services or products
 Education or information for the target population, increasing
their knowledge and/or skills
 Education or information for people who interact with the
target population
 Establishment of beneficial connections between
people and/or organizations
Benefits of Outreach

It creates buy-in.

It leverages knowledge, assets and expertise.

It respects shared values.

It promotes program sustainability.
Why is outreach important in P2P?

You want to communicate your partnership in the communities
you hope to connect with:
 Patients, researchers, stakeholders, others you want to be important
to, and the communities they represent

As you figure out how to recruit partners, those same strategies
can be used to eventually disseminate your work back to those
communities
 Keep track of your work as you progress with your outreach! As you
figure out who to contact for what, keep a record of what strategies
were successful.
Key Questions:

How will you reach everyone
you want to reach?

How will you share what you
learn with people who need and
want to learn the same things?

How will you get support for
your efforts (financially and
politically)?
Identify which important partners
are missing from your project.
Do you have all of the partners
you need?

What roles do your current partners fill?

What are their skills and interests?

What time commitment do you need, and what can they give?

What other roles still need to be filled?

When is the best time to fill those roles?

It may not be now!
POTENTIAL
PARTNERS
INFLUENCERS
DECISION
MAKERS
CONSTITUENTS
Potential Partners
include people in
various positions of
power who are able
to make decisions to
join the partnership.
Influencers are
respected community
leaders who shape the
opinions of Potential
Partners’ superiors,
peers, and constituents.
Decision makers include
people in various
positions of power who
are able to make
decisions that affect the
flow of information
and/or resources.
Constituents are more
focused on their personal
interests than on broader
group interests. Individual
patients, voters, and
members of organizations
led by Influencers form the
fundamental “roots” in any
grassroots movement.
These are individuals or
groups whom you need
to adopt attitudes and
to take actions that
ultimately expand your
partnership to support
your project goals.
Once you have these people
board, you can benefit from
the individually powerful
support of these Influencers
and ask them to tap into
their broader base of
members, constituents and
colleagues.
These are individuals or
groups whom you need
to adopt attitudes and
to take actions that
ultimately affect policies
or rules that support
your project goals.
Constituents are the
people who leave phone
messages for their elected
officials, sign letters to the
editor, attend and testify at
public hearings, and form
the backbone of your
project support base.
Resources for Identifying Partners:
Group Self-Assessment Questionnaires
Identify Areas of Strength and for
Improvement Regarding Engagement
of Nontraditional Voices
http://sparkpolicy.com/tools/wpcontent/uploads/2015/01/Group-SelfAssessment1.pdf
Outreach or Engagement? Tool
http://static1.squarespace.com/static/5431746
9e4b056843fc6796c/t/55301af6e4b0da3cdcaf
bc54/1429215990957/BTF-AssessmentTool.pdf
Identify appropriate messages and
methods to deliver that message to
engage additional stakeholders.
KEY
MESSAGES &
CONTENT
List up to three
messages for each
key audience.
DISTRIBUTION RESOURCES
CHANNELS
REQUIRED?
RESPONSIBLE
PARTY?
Mail, Email listserv,
Newsletter,
Newspaper, Radio,
Website, Phone calls,
In-Person Meetings,
Facebook group,
Letter writing
Presentations, etc.
Specify each
individual involved
with crafting or
distributing this
message and
responsibilities for
each.
What are the time,
material and financial
resources associated
with utilizing the
chosen distribution
channels?
“8 Steps to Creating an Effective
Communication Plan”
1.
Identify the purpose of your communication
2.
Identify your audience
3.
Plan and design your message
4.
Consider your resources
5.
Plan for obstacles and emergencies
6.
Strategize how you'll connect with the media and others who can help you
spread your message
7.
Create an action plan
8.
Decide how you'll evaluate your plan and adjust it, based on the results of
carrying it out
From the University of Kansas Community Tool Box, Chapter 6: Communications to Promote Interest
Outreach Methods
•
Press releases
•
Fact sheet
•
Civic leadership academies
•
News and feature stories
•
Website
•
•
Guest columns and editorials •
Email lists
Faith-based organizations
and leaders
•
Public Service
Announcements
•
Direct mail
•
Cultural organizations and
leaders leaders
•
Phone trees
•
Local business owners
•
Religious organizations
•
•
Neighborhood and
community groups
Other organizations with
active community advisory
roles
•
Individual contacts through
word of mouth
•
Press conferences
•
Paid advertising
•
Create a newsletter
•
Posters or flyers
•
Resource centers
•
Creative promotions
•
Service providers
•
Brochure
•
•
Social media pages
Family, consumer, or youth
advocacy organizations
Resources for Messages
Evidence-Based
Dissemination &
Implementation Planning
http://www.makeresearchmatter.org/pl
anning-tool/about-the-planningtool.aspx
Communication Styles Quiz
& Ideas for Crafting
Messages for Other Styles
http://www.cfphespace.org/uploads/5/
2/4/6/52466475/communication_styles_
quiz.pdf
Disseminating the Results
of Community-Based
Participatory Research
https://ccph.memberclicks.net/cbprcurriculum-unit-6-section-6-1
Document steps taken to identify and
bring stakeholders to the table.
How do you get people to listen or
join you?

Use your recruitment plan!

You don’t have to use our template, use what works for you

Transparency about your project and plan can only help
Documenting Your Outreach:
Sample Process Evaluation Questions

What participants are part of your partnership?

How many meetings were held and how many participants attended?

How many outreach methods were used and who participated?

What materials were developed to support participants and who received them?

How many decisions were made with the involvement of all partners?

Are multiple voices present through all phases of the discussion?

How have policies and procedures changed over time?
How does this fit with P2P
Evaluation?
PARTNERSHIP AND DISSEMINATION STRATEGIES:
Awardee has created a list of effective recruitment strategies used to
develop the partnership, and description of how those strategies can
be translated into dissemination strategies.
How does this fit with P2P
Evaluation?

Your outreach/recruitment plan deliverable is meant to help you
engage with all of the following groups:
 Patients, researchers, and stakeholders

Make the plan your own!


Your recruitment plan does not need to follow the template
provided, but it does need to meet expectations that we evaluate
your project on
Remember all partnerships and partnership development
processes are different
Best practices for moving from
outreach to partnership
1.
Create the Vision
2.
Identify & Recruit Constituencies
3.
Define Roles and Ask for Commitment
4.
Clarify Timing and Processes
5.
Create Tools to Support Meeting Facilitation
6.
Seek Continuous Feedback
7.
Network Nationally
8.
Know You’re Never “There”
Additional Resources
Tips for Group Leaders on
Involving Patients & Families in
Committees and Task Forces
• http://www.ipfcc.org/advance/tipsforgroupleaders.pdf
Sharing Personal and
Professional Stories Exercise
• http://www.ipfcc.org/advance/sharingpersonalprofessional.pdfhttp://ww
w.makeresearchmatter.org/planning-tool/about-the-planning-tool.aspx
Communications to Promote
Interest
• http://ctb.ku.edu/en/table-of-contents/participation/promoting-interest
Beyond Tokenism: Partnering
with People with Diverse Abilities
on Consumer Advisory Boards
• https://www.aucd.org/docs/councils/coca/beyond_tokenism_unm2004.
pdf
Tools for Engaging Nontraditional
Voices
• http://sparkpolicy.com/tools/introduction-overview/
Questions, Comments?
Thanks for joining us!