“Tips about Coalitions, Outliers, Champions and Persistent Types”

1. “Tips about Coalitions, Outliers, Champions and Persistent Types” David A. Roos, Ph.D. Executive Director Covering Kids & Families of Indiana Covering Kids & Families of Wisconsin Annual Meeting University of Wisconsin Arboretum October 3, 2012

2. Our History 1999 Received Robert Wood Johnson Foundation (RWJF) Covering Kids three-year initiative grant to implement Medicaid and SCHIP outreach and enrollment activities through statewide and local coalitions in order to reduce the number of uninsured children

3. THE VEHICLE THE PROCESS THE RESULTS OUTREACH SUSTAINABILITY COALITIONS SIMPLIFICATION POLICY IMPROVEMENTS COORDINATION IMPLEMENTATION SYSTEM IMPROVEMENTS KNOWLEDGE AND EXPERIENCE CAPACITY TO GALVANIZE ADOPT CKF STRATEGIES AS CONVENTIONAL WISDOM

4. “The only way we can make a difference is to identify and work with local ‘champions’ who are willing to master the nitty-gritty details, regulations and loopholes that make things work in their own communities.” Ann Bacharach Covering Kids Talk Group August, 2001

5. Our History 2002 Received RWJF’s Covering Kids & Families 4-year initiative grant to continue to the CK work and to address simplification and coordination barriers to coverage for children and adults while building sustainable efforts that would endure beyond the funding period

6. Our History 2006 RWJF grant ended - received Strategic Planning Grant; Plan to establish a Not-for-Profit 501(c)(3) corporation to sustain CKF of Indiana 2007 Developed Organizational Strategic Plan and Direction; Hired New Staff to Increase Organizational Capacity; Developed New Logo and Image; Strengthened Statewide Partnerships; Expanded Local Coalitions

7. Our Vision, Mission and Plans for the Future . . . • Coalition building among health centers, providers, practitioners, faith-based organizations, schools, state agencies, and funders throughout Indiana; Our Vision: All Hoosier children and families have health care coverage. Our Mission: To achieve our vision that all Hoosier children and families have health care coverage, Covering Kids and Families of Indiana actively engages in a CARE model, focusing on: • Advocacy to reduce barriers and increase access, availability, and affordability; • Resource building among our partners to increase access to health care; and • Education that effectively responds to health disparities and positively influences public policy.

8. Our Vision, Mission and Plans for the Future . . . Our Strategic Direction has a Dual Focus: • Outreach, enrollment, and retention • Policy and/or advocacy for health care coverage access and expansion • Five primary critical issues for CKF-IN emerged: • Shifting public health policy environment • Organizational capacity • Alignment of financial resources with strategic direction • Formalizing partnership structures • Establishing and leveraging key partners

9. Our Vision, Mission and Plans for the Future . . . Our Program Goals: • Be the state’s strongest resource for facilitating health coverage enrollment • Be a statewide recognized expert and strong voice on health coverage issues • Expand and strengthen the reach and impact of CKF’s statewide and local grassroots network through increased interaction, partnerships and collaborations and leverage

10. Our Vision, Mission and Plans for the Future . . . Our Management Goals: • To achieve stable funding aligned with strategic direction needs • To align staff and organizational structure to better meet programmatic needs

11. Covering Kids & Families of Indiana Organizational Chart Board of Directors Health & Hospital Corp. of Marion Co. Revised January 2012 Executive Committee Standing Committees Governance Ellen Zimmerman; Don Kelso Finance CharlotteMacBeth ; Katie Humphries Hospital & Health Center Brian Tabor; Hoagland Elliott Local Coalitions Carl Ellison; Don Barnes Marketing & Communications Kathy Koehler; Johanna Carlin Schools Joanne Martin; John Hill Early Childhood Sarah Stelzner; Joe Brubaker Public Policy Allison Wharry; Katherine Wentworth Development Angela Holloway; Nancy Jewell Coalitions Cass/ Fulton/Miami Counties Elaine Zeider East Central Indiana Dale Marion Central Indiana Pam Humes Lake County Lisa Adediran LaPorte County Monica Cavinder Northeast Indiana Paige Wilkins Madison County Jamesey Thomas

12. RWJF FSSA L.C. L.C. L.C. Covering Kids Initiative Funding Flow Chart 1999 - 2002 Claims for Reimbursement L.C. L.C. L.C. L.C. L.C.

13. RWJF FSSA Administrative Claiming : 50% Contract HHCMarion County Coalition 3rd Party Donations In support of and for outreach, enrollment and retention services Covering Kids InitiativeMarion County Funding Flow Chart1999 - 2002

14. FSSA 3rd Party Donations In support of and for outreach, enrollment and retention services Claims for Reimbursement L.C. L.C. L.C. L.C. Covering Kids & Families Grant2002 - 2006 Administrative Claiming 50% RWJF HHC Central IN Coalition L.C. L.C.

15. FSSA Administrative Claiming : 50% Contract Local & Statewide Claims HHCCentral IN Coalition K = Outreach services outside Marion County 3rd Party Donations In support of and for outreach, enrollment and retention services CKF, Inc. Claims for Reimbursement K L.C. L.C. L.C. L.C. CKF-IN Funding Flow Chart2007 - 2009 L.C. L.C.

16. BUDGET COMPARISON CKF WISCONSIN vs CKF INDIANA 2003 $224,997$1,538,720 2004 $224,997 $1,552,143 2005 $333,550 $1,259,063 2006 $371,230 $1,256,555 2007 $356,235 $269,987** 2008 $451,844 $779,850 2009 $429,844 $660,664 2010 $482,844 $861,472 2011 $306,592 $1,185,914 2012 $607,394 $1,425,420

19. “The product-process tension involves the need to show results relatively early to gain and sustain support and the need to develop the capacity of individuals and institutions, a long process that often takes years to show results. The second tension involves the need … to be locally driven, locally controlled efforts while they are initiated, supported, guided, monitored, and evaluated by people and institutions outside the neighborhood. This tension is about power, legitimacy, accountability, representation, and respect.” End Games: The Challenge of Sustainability Annie E. Casey Foundation April 2002

20. Working Together: Meet the Local Coalitions Cass/ Fulton/Miami Counties Elaine Zeider Lake County Lisa Adediran Madison County Jamesey Thomas East Central Indiana Dale Marion LaPorte County Monica Cavinder Northeast Indiana Paige Wilkins Central Indiana Pam Humes Local Coalitions Reach Out to 28 Counties: Central Indiana serves 8 counties: Boone, Hamilton, Hancock, Hendricks, Jackson, Marion, Morgan, and Shelby Northeast Indiana serves 8 counties: Allen, De Kalb, Lagrange, Noble, Steuben, Whitley, Kosciusko and Elkhart East Central Indiana serves 6 counties: Blackford, Delaware, Grant, Henry, Randolph and Wayne Additional Partners Around the State in 14 counties

21. Working Together: Meet the Local Coalitions • Benefits, Services and Responsibilities • Benefits and Services for CKF-IN Local Coalitions: • Access to information – policy, enrollment data, promising practices, etc. • Access to resources – financial, marketing materials, etc. • Access to technical assistance – expertise on coalition building, training and enrollment assistance • Access to statewide partnerships • Responsibilities of CKF-IN Local Coalitions: • Support CKF-IN Vision and Mission • Develop effective community outreach programs and strategies • Develop, implement and monitor annual work plans • Participate in quarterly coalition meetings

22. Working Together: Meet the Local Coalitions • Benefits, Services and Responsibilities • Responsibilities of the Lead Agency for a CKF-IN Local Coalition: • Identify local staff to maintain and expand effective partnerships to strengthen local coalition capacity • Recruit local coalition partners - hold quarterly coalition meetings • Receive training from DFR to provide HHW and HIP enrollment assistance • Convene local enrollment center coordinators meeting on at least a monthly basis. • Meet contractual obligations - submit programmatic and financial reports

23. “Advocating Health Coverage for All” David A. Roos Ph.D. droos@ckfindiana.org 574-968-1645 www.ckfindiana.org