Transitioning 2-1-1 for a Sustainable Future

1. Transitioning 2-1-1 for a Sustainable Future Today’s Agenda: Introductions and Opening Remarks Transitioning to 2-1-1 for the Future and Our Opportunities on the Horizon State Directors on 211US engagement and support Disaster Planning Health Insurance Outreach and Enrollment Best Practices Sharing 211US-State Directors Meeting- June 2013

2. Introductions 211US Committee Members United Way Worldwide Guests Other Guests 211US-State Directors Meeting- June 2013

3. OPENING REMARKSTransitioning 2-1-1 for a Sustainable Future 211US Mission: Excellent, Everywhere and Always 211US-State Directors Meeting- June 2013

4. Transitioning 2-1-1 for a Sustainable Future Making the concepts in the document Come Alive For Your State Organization Key Highlights of the Document Small Group Work on Topic Areas, 20 minutes each station then switch. Discussion: How should 211US and State Organization’s Memorandum of Understanding (MOU) be enhanced to include the next steps in our partnership? 211US-State Directors Meeting- June 2013

5. Factoids 90% of Americans 243 Centers All 50 states, DC and PR • 16 million calls, primarily basic needs • 24 single-center states; 21 with central authority, multi-centers; 7 decentralized or mixed • 49% operated by UW; 48% independent NP; 3% gov’t 211US-State Directors Meeting- June 2013

6. Overarching Challenges Expectations: Consumers and funders expect multi-channel, 24-hour, high-quality service that provides cost-effective results. Changes in the human service delivery system demand a responsive 2-1-1 system with clear decision-making roles and authority at the national and state levels. The foreseeable political and economic climate demands a different approach than during the formative years of 2-1-1. 211US-State Directors Meeting- June 2013

7. Resource and Capacity Challenges No system-wide network plan for long-term sustainability: Individual system and statewide efforts to diversify funding streams for 2-1-1 have improved. Significant variance in types and scale of funding support for each of the service lines within 2-1-1. 211US-State Directors Meeting- June 2013

8. Resource and Capacity Challenges Unanswered Demand, Suppressed Demand: Inability to broadly and consistently inform consumers about the availability of 2-1-1. Insufficient resources. Being pushed beyond capacity. 211US-State Directors Meeting- June 2013

9. System-Specific Challenges Data and Telecommunications 2-1-1 risks obsolescence if national support is not prioritized. 2-1-1 not currently positioned to maintain or accelerate pace with changes in technology. Addressing data ‘threats’ and the need for comprehensive representation of 2-1-1. Quality assurance: Inconsistent reviews Compliance with AIRS standards Impact on potential partnerships 211US-State Directors Meeting- June 2013

10. 211US Importance and Impact on the National System • Drivers of the work: • 211US Steering Committee and Task Groups • State 211 Directors • Partners in the work: • AIRS • United Way Worldwide • United Way Council of States 211US-State Directors Meeting- June 2013

11. 211US Importance and Impact on the National System • Potential partners for Collaborative Outcomes: • Federal government agencies • National nonprofit organizations • Corporations • 2-1-1 Research Consortium 211US-State Directors Meeting- June 2013

12. Transitioning to 2-1-1 for the Future and Our Opportunities Continuing and reinvigorating the core work: Database, Telecommunications and Other Technologies Quality Assurance and Service Delivery Public Policy at the National and State Levels National Disaster Response Infrastructure 211US-State Directors Meeting- June 2013

13. Transitioning to 2-1-1 for the Future and Our Opportunities Developing a deeper, intentional focus: Partnership Communications The ‘Transition’ moving forward: Transition to More Effective Service Delivery Models 211US as the Principal for the National 2-1-1 System 211US-State Directors Meeting- June 2013

14. 211US will engage in partnerships that result in the following outcomes: Improved service for consumers, with less “runaround” with duplicative 1-800 numbers, databases and outreach efforts; Government contracts to maximize public resources; Fee-for-service business development opportunities; New philanthropic and corporate funding to launch and evaluate innovations; Increased and appropriate media exposure and public awareness; and Peer-reviewed, academic research that explores all aspects of 2-1-1 role in community information and referral and human service needs. 211US-State Directors Meeting- June 2013

15. Goals by 2016 100% of Americans will be able to reach 2-1-1 Services through one or more channels of access, 24 hours a day. 20 million Americans will be connected with human services annually through 2-1-1 service. 100 million web visits. 2-1-1 mobile application has 500,000 downloads. 211US-State Directors Meeting- June 2013

16. Service Objectives by 2016 75% of contacts will be answered by nationally accredited centers. 25% growth in service delivery through new channels such as e-mail, text and web chat. Improved quality assurance metrics that are consistently applied and measured. Optimized effectiveness and efficiencies. Integrated telecommunications system for mobilization in catastrophic disasters. National Data Management System that extends the life cycle of caller / needs data and creates a sustainable funding mechanism. 211US-State Directors Meeting- June 2013

17. o   Small Group Discussion What is the role of the state or regional 2-1-1 in advancing the objectives of the transitioning document topic? What is best addressed nationally and locally? How should state and regional 2-1-1’s be engaged on the work? Choose a group, discuss for 20 minutes and then switch to another group. Large group report out at the end.                    Quality:  Troy, Susan or Amy                    Partnerships:  Lilian, Steve,                     Public Policy:  Lori, Catherine, Terri                    Business Entity:  Tom, Tanya  11US-State Directors Meeting- June 2013

18. o   Report Out What is the role of the state or regional 2-1-1 in advancing the objectives of the transitioning document topic? What is best addressed nationally and locally? How should state and regional 2-1-1’s be engaged on the work? 11US-State Directors Meeting- June 2013

19. What Next for the 211US and State Organization’s MOU? • History of MOU • Discussion on High Level Elements to Include in the Next Generation MOU, based on what is needed nationally to advance the system. 11US-State Directors Meeting- June 2013

20. o   211US Business Task group chairs open, including State Director Task group 211US Steering Committee 2014 Nominating Process Other??? 11US-State Directors Meeting- June 2013

21. Presentations • Disaster Planning:  How and When to Build Support Systems for Your State  • AIRS Disaster Committee: Bill York, 2-1-1 San Diego, Tracy Hays, 2-1-1 United Way of Larimer County • CMS Call Center Operations & Q&A Session • Patrick McIntyre, UWW, Director of Health, Frances Harmatuk, Senior Technical Advisor, Call Center Operations Group at CMS 11US-State Directors Meeting- June 2013

22. 2-1-1 Statewide and Regional Best Practices • Review Best Practices Document that will be shared at the 211 Assembly (Tuesday, June 4 8:30am - noon). Time to promote your statewide ideas and obtain buy in from the local 211s. • Share in small groups, best practices you have implemented or are considering. 15 minutes and then regroup. 11US-State Directors Meeting- June 2013

23. 211US Steering Committee Members (executive committee* and task group leaders in bold) Terri Axelson, Executive Director, Centerpoint Community Services/Louisiana 2-1-1 (LA) *Dave Bartek (SC Chair), 211 Director, United Way for Southeastern Michigan (MI) Tanya Barrett, Senior Vice President, United Way of Connecticut 2-1-1 (CT) Amy Bosworth (Communications), 211 Director, United Way of Salt Lake (UT) Lisa Clark, 2-1-1 Manager, Brown County United Way (WI) *Lilian Coral, Director, 211 California (CA) Catherine Dunning, CEO, Community Information and Referral Services/2-1-1 Arizona (AZ) Susan Gemmel, 211 Director, Crisis Clinic (WA) Doug Goodwin (Technology), Information Sys Dir, United Way of Central Alabama (AL) Troy Hammond, COO, 211 Info, Portland (OR) Frank Isaza (Quality), Program Director, 2-1-1 Broward (FL) Lori Linstead (State Directors), State Director, 211 Oklahoma (OK) *Laura Zink Marx, Executive Director, NJ 2-1-1 Partnership (NJ) *Mary Ellen Mendl (Disaster), Director, Vermont 2-1-1 (VT) *Lucinda Nord (Public Policy), Vice President, Indiana Association of United Ways (IN) Tom Page, Independent Consultant (MD) Kelsey Piechocki, Senior VP, United Way of Northern Nevada and the Sierra (NV) Suzanne Puryear, President, The Planning Council (VA) Jeff Vance, Senior Vice President, United Way of San Antonio & Bexar County (TX) Steve Wertheim (Partnerships), 2-1-1 United Way of Northeast Ohio (OH) 211US-State Directors Meeting- June 2013

24. 4 ways to be involved in 211US Stay informed (email, webinars, 2-1-1 Assembly at AIRS Conference) Participate in surveys and provide feedback Commit to advancing a universal, high quality network Join a Task Group or Task Group activities (i.e. Mystery Call Project) 211US-State Directors Meeting- June 2013

25. What can every 2-1-1 do? Within your 2-1-1 Center Discuss status, challenges and opportunities with your board and staff Drive quality and consistency every day Within your state Accelerate “Elements of a State System” Foster key relationships 211US-State Directors Meeting- June 2013