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EnrollAmerica.org | GetCoveredAmerica.org 10-16-14 
© 2014 Enroll America and Get Covered America 
1 
Building Capacity 
Partner Engagement and Grassroots 
Organizing 
Derrick Harkins, National Director of Faith Based Initiatives and 
African American Engagement 
Christopher Mendoza, National Special Projects Director 
Jennifer Roniger, Director of State Assistance
Agenda 
I. Introduction Jennifer Roniger, Director of State Assistance 
2 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 
II. Partner Engagement and the 
Multiplier Effect Derrick Harkins, National Director of African 
American and Faith Engagement 
III. Grassroots Organizing 
Works! 
Christopher Mendoza, Special Projects 
Director 
IV. Key Takeaways 
Jennifer Roniger, Director of State Assistance 
V. Q&A Jennifer Roniger, Director of State Assistance
I. INTRODUCTION 
3 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
2014 Enrollment 
The enrollment 
community exceeded 
expectations– 
16 million covered in 
2014! 
4 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
2014 + 2015 Enrollment 
16 Million in year 1 
8 Million in year 2 
5 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
Building Capacity is More 
Important than Ever 
This means there are fewer 
uninsured individuals to 
connect to coverage, which 
makes the work more 
challenging (and 
rewarding!)
 
6 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
Building Capacity is More 
And open enrollment is 3 
months shorter this year
 
OE2 runs from 
November 15, 2014 – 
February 15, 2015 
Important than Ever 
7 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
Plan and Build 
8 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 
‱ Plan smarter 
‱ Utilize resources 
‱ Use OE1 
lessons learned 
‱ Get creative!
II. PARTNER ENGAGEMENT AND 
THE MULTIPLIER EFFECT 
9 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
Partnerships Matter 
10 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 
What’s an aspect 
of your work that 
would benefit from 
some extra help? 
Is there a group in 
your community 
that has unique 
insight that you’d 
like to leverage?
Who They Are 
‱ Small businesses 
‱ Grassroots coalitions 
‱ Local associations (neighborhood 
associations, community groups, etc.) 
‱ Libraries 
‱ Constituency Groups 
‱ Elected Officials 
‱ Providers 
‱ Schools/School Districts 
‱ Health centers 
‱ Community based organizations 
Everyone! 
11 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
Sphere of Influence 
? 
You 
? 
? 
? 
? 
12 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 
?
The Multiplier Effect 
13 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
Some Basic Principles 
‱ How does their work overlap with 
your work? 
‱ What can they gain from 
partnership? 
‱ Why are you interested in 
working with them specifically? 
14 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
Making the Ask 
Wow, you’re really doing interesting work here. How 
does being uninsured affect your members? Once we 
identify uninsured people, we follow-up with them about 
how they can get coverage and in-depth assistance. It 
sounds like that support would help the people you 
serve. Can we sit down to talk about collaborating? 
~ versus~ 
It looks like you all see a lot of people come through 
these doors. It would be pretty easy to have some 
literature on the front desk. Is that something you can 
do? 
15 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
Communication is Key! 
How do you 
communicate 
and coordinate 
with each 
other? 
16 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 
What’s your 
most 
successful 
partnership?
Nurturing a Relationship 
‱ Thank them for their action 
‱ Debrief with them on how collaboration 
is going 
‱ Stay on top of their goals 
‱ Make a second ask or continue to 
collaborate 
17 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
AN EXAMPLE: CERTIFIED 
APPLICATION COUNSELOR (CAC) 
RECRUITMENT 
18 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
Building the CAC 
Community 
19 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
Who Can Help 
‱ Community colleges 
‱ Sororities/fraternities 
‱ Labor organizations 
‱ Health care providers 
‱ Faith-based organizations 
‱ And more
 
20 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
Examples from the Faith 
Based Community 
21 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
CAC Organization 
22 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 
Toolkit
III. GRASSROOTS 
ORGANIZING WORKS! 
23 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
Grassroots Organizing? 
‱ Anyone can do it 
‱ Its organizing at the ground level and growing from 
there 
‱ No change is too small or too big 
‱ There are many ways to engage your community, 
one of them is volunteer engagement 
24 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
Organizers 
25 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
Grassroots Organizing? 
ORGANIZERS 
26 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
Finding Volunteers 
‱ Broaden the way you think of 
volunteers 
‱ Volunteers can be everyday 
people 
‱ Volunteers can be supportive 
organizations or community 
partners 
Volunteers = Organizations 
Organization= Volunteers 
27 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
Volunteer and Shift 
28 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 
Growth 
Source: Enroll America, Field Program, 2013-2014
Consumer Outreach 
29 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 
Source: Enroll America, Field Program, 2013-2014
Increase in Enrollment Rate 
after Multiple Contacts 
30 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 
Source: Enroll America, Field Program, 2013-2014
GETTING STARTED 
31 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
How Do I Start? 
32 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 
Confused? 
‱ Have clear goals 
‱ Think small 
‱ Make it personal
Finding Volunteers 
33 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 
Define a 
action 
‱ What is your goal? How do you achieve this? 
‱ This action is what will bring together volunteers 
Look 
Internally 
‱ Look internally for potential volunteers. You might already 
have an existing pool of prospects 
‱ Can your internal members engage more volunteers? 
Look 
Externally 
‱ What organizations in your community share your goal? 
‱ How can you plug them into your defined action?
IV. KEY TAKEAWAYS 
34 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
Knowing the Formula is Half 
the Battle 
35 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 
‱ What is your mission? 
‱ Identify action steps 
‱ Engage internal staff 
‱ Reach out to partners 
‱ Involve Volunteers 
‱ COORDINATE, 
COORDINATE, 
COORDINATE
#Ready4OE2 Series 
#Ready4OE2 Webinar and 
Blog Series During October! 
Subscribe to Enroll America’s newsletter for updates: 
http://www.enrollamerica.org/ 
36 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
37 © 2014 Enroll America and Get Covered America 
EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 
V. Q&A

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Building Capacity: Partner Engagement and Grassroots Organizing

  • 1. Click to edit master title style. EnrollAmerica.org | GetCoveredAmerica.org 10-16-14 © 2014 Enroll America and Get Covered America 1 Building Capacity Partner Engagement and Grassroots Organizing Derrick Harkins, National Director of Faith Based Initiatives and African American Engagement Christopher Mendoza, National Special Projects Director Jennifer Roniger, Director of State Assistance
  • 2. Agenda I. Introduction Jennifer Roniger, Director of State Assistance 2 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 II. Partner Engagement and the Multiplier Effect Derrick Harkins, National Director of African American and Faith Engagement III. Grassroots Organizing Works! Christopher Mendoza, Special Projects Director IV. Key Takeaways Jennifer Roniger, Director of State Assistance V. Q&A Jennifer Roniger, Director of State Assistance
  • 3. I. INTRODUCTION 3 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 4. 2014 Enrollment The enrollment community exceeded expectations– 16 million covered in 2014! 4 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 5. 2014 + 2015 Enrollment 16 Million in year 1 8 Million in year 2 5 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 6. Building Capacity is More Important than Ever This means there are fewer uninsured individuals to connect to coverage, which makes the work more challenging (and rewarding!)
 6 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 7. Building Capacity is More And open enrollment is 3 months shorter this year
 OE2 runs from November 15, 2014 – February 15, 2015 Important than Ever 7 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 8. Plan and Build 8 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 ‱ Plan smarter ‱ Utilize resources ‱ Use OE1 lessons learned ‱ Get creative!
  • 9. II. PARTNER ENGAGEMENT AND THE MULTIPLIER EFFECT 9 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 10. Partnerships Matter 10 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 What’s an aspect of your work that would benefit from some extra help? Is there a group in your community that has unique insight that you’d like to leverage?
  • 11. Who They Are ‱ Small businesses ‱ Grassroots coalitions ‱ Local associations (neighborhood associations, community groups, etc.) ‱ Libraries ‱ Constituency Groups ‱ Elected Officials ‱ Providers ‱ Schools/School Districts ‱ Health centers ‱ Community based organizations Everyone! 11 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 12. Sphere of Influence ? You ? ? ? ? 12 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 ?
  • 13. The Multiplier Effect 13 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 14. Some Basic Principles ‱ How does their work overlap with your work? ‱ What can they gain from partnership? ‱ Why are you interested in working with them specifically? 14 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 15. Making the Ask Wow, you’re really doing interesting work here. How does being uninsured affect your members? Once we identify uninsured people, we follow-up with them about how they can get coverage and in-depth assistance. It sounds like that support would help the people you serve. Can we sit down to talk about collaborating? ~ versus~ It looks like you all see a lot of people come through these doors. It would be pretty easy to have some literature on the front desk. Is that something you can do? 15 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 16. Communication is Key! How do you communicate and coordinate with each other? 16 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 What’s your most successful partnership?
  • 17. Nurturing a Relationship ‱ Thank them for their action ‱ Debrief with them on how collaboration is going ‱ Stay on top of their goals ‱ Make a second ask or continue to collaborate 17 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 18. AN EXAMPLE: CERTIFIED APPLICATION COUNSELOR (CAC) RECRUITMENT 18 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 19. Building the CAC Community 19 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 20. Who Can Help ‱ Community colleges ‱ Sororities/fraternities ‱ Labor organizations ‱ Health care providers ‱ Faith-based organizations ‱ And more
 20 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 21. Examples from the Faith Based Community 21 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 22. CAC Organization 22 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 Toolkit
  • 23. III. GRASSROOTS ORGANIZING WORKS! 23 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 24. Grassroots Organizing? ‱ Anyone can do it ‱ Its organizing at the ground level and growing from there ‱ No change is too small or too big ‱ There are many ways to engage your community, one of them is volunteer engagement 24 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 25. Organizers 25 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 26. Grassroots Organizing? ORGANIZERS 26 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 27. Finding Volunteers ‱ Broaden the way you think of volunteers ‱ Volunteers can be everyday people ‱ Volunteers can be supportive organizations or community partners Volunteers = Organizations Organization= Volunteers 27 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 28. Volunteer and Shift 28 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 Growth Source: Enroll America, Field Program, 2013-2014
  • 29. Consumer Outreach 29 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 Source: Enroll America, Field Program, 2013-2014
  • 30. Increase in Enrollment Rate after Multiple Contacts 30 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 Source: Enroll America, Field Program, 2013-2014
  • 31. GETTING STARTED 31 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 32. How Do I Start? 32 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 Confused? ‱ Have clear goals ‱ Think small ‱ Make it personal
  • 33. Finding Volunteers 33 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 Define a action ‱ What is your goal? How do you achieve this? ‱ This action is what will bring together volunteers Look Internally ‱ Look internally for potential volunteers. You might already have an existing pool of prospects ‱ Can your internal members engage more volunteers? Look Externally ‱ What organizations in your community share your goal? ‱ How can you plug them into your defined action?
  • 34. IV. KEY TAKEAWAYS 34 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 35. Knowing the Formula is Half the Battle 35 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 ‱ What is your mission? ‱ Identify action steps ‱ Engage internal staff ‱ Reach out to partners ‱ Involve Volunteers ‱ COORDINATE, COORDINATE, COORDINATE
  • 36. #Ready4OE2 Series #Ready4OE2 Webinar and Blog Series During October! Subscribe to Enroll America’s newsletter for updates: http://www.enrollamerica.org/ 36 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14
  • 37. 37 © 2014 Enroll America and Get Covered America EnrollAmerica.or g | GetCoveredAmerica.org 10-16-14 V. Q&A