53
Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders (Introductory) May 23, 2017 Patti League, Program Manager, A Matter of Balance, MaineHealth Karol Matson, Director, Health Self-Management Services, Partners in Care Stanley Michaels, Senior Fall Prevention Specialist, EMS Hawaii Department of Health Mary Walsh, Senior Technical Assistance Liaison, NCOA

Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

  • Upload
    others

  • View
    1

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Improving the lives of 10 million older adults by 2020

Marketing and Recruitment of

Participants and Leaders

(Introductory)

May 23, 2017

• Patti League, Program Manager, A Matter of Balance, MaineHealth

• Karol Matson, Director, Health Self-Management Services, Partners in Care

• Stanley Michaels, Senior Fall Prevention Specialist, EMS – Hawaii Department of Health

• Mary Walsh, Senior Technical Assistance Liaison, NCOA

Page 2: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Together we are Stronger!

Reaching out to Healthcare

Collaborate and be a part of the solution

Patti League RN

National Program Manager A Matter of Balance

MaineHealth’s Partnership for Healthy Aging

Page 3: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders
Page 4: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

What does your community look like?

Page 5: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

https://www.youtube.com/watch?v=A-Rji1bYPIw

Page 6: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

The Who and the Where

Link in with healthcare providers- Physicians, nurses, PTs, OTs let them help to assess, recruit and refer their patients Emergency department and trauma teams know who is falling

Connect with first Responders-They know who is falling: perhaps leave behind a brochure after a call

Connect with any group serving older adults: senior centers, community groups, faith based organizations, meal sites

Senior Living-Sr. housing, assisted living, retirement communities

Hold classes where seniors come together

hospitals, physician practices, fire stations, libraries, community centers, senior housing, senior centers, meal sites, retirement communities, AARP offices, community spaces (with privacy), faith based organizations, …..

Page 7: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

The Magic! Finding the Coaches

Inform them as you recruit- expectations

Inform them of what support /mentoring you provide

Sit in on a class before you train them (If possible)

Build a relationship of respect and engagement

Be flexible and stay connected

Train enough but not too many :quality vs. quantity

More is not always better

Page 8: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Together We are Stronger

Page 9: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders
Page 10: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

A New Day

Page 11: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Contact Information

Patti League RN Program Manager

A Matter of Balance

[email protected]

Partnership for Healthy Aging

110 Free Street

Portland, ME 04101

207-661-7120

[email protected]

www.mainehealth.org/pfha

Page 12: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Participant and Volunteer Engagement

Page 13: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Materials with Impact

• “Catch All” approach is ineffective

• Essential for your message to resonate with your target group

• Present a “Positive Gain” framed message with potential outcomes

Page 14: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Personal Stories

• Readers can imagine themselves feeling the same way• Establishes trust• Social proof that your value claims are legitimate

Page 15: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Original Photography

• Reflective of your community• Captures spontaneity and authentic events• Allows you to create customized design

concepts

Page 16: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Wellness Club

• Multiple Consecutive workshops• “Loyalty” Incentives• T-Shirt and Completer Card when sign-up• Completer Buttons for each workshop• Grocery bag when complete 3 workshops

Page 17: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

SidekickHealth

• Evidence-based mobile platform

• Gamified, personal coach

• Targets emotional systems

• Customizing for CDSME

Page 18: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Kitchen Divas

• Session 3: “Golden Session” for completers• Cooking demonstration • Samples and recipes

Page 19: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Ensuring Volunteer Success

• Orientation Manual and meeting• Schedule first workshop prior to or within 2

months of leader training• Leader follow-up throughout first workshop• Post workshop “Wrap-Up”

Page 20: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Volunteer Appreciation

• Recognize their selfless commitment and efforts• Keeps them committed• Make it a priority and do it often!

Page 21: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Hawaii Fall Prevention Marketing & Recruitment Techniques

Aging Isn’t for Sissies…!Stan Michaels – Hawaii Department of Health

Page 22: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Recruiting Seniors or

seeking Partners/LeadersNeed to target Two different species:

Seniors need a special kind of care: Seniors and their loved ones, or

Their families, and their care-givers.

Page 23: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Recruiting or seeking

Partners/Leaders Partners/Leaders need to be sharp

and/or vibrant professionals: Stamina

Enthusiasm

Need to be Energizer Bunnies

Page 24: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Aging Isn’t for Sissy’s

We need to be aware of what a senior is going through to communicate effectively. Their bodies are aging and it is not fun.

As professionals …we have to be very

aware of these changes in seniors:

*Vision *Balance

*Hearing *Strength

We also need to remind seniors to take

ownership of their own well-being.

Some need a little help. From…!

* Family * Loved ones

* Care-givers * Friends

Page 25: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

First - Facts About Seniors

Do not like changes to their lifestyle or

environment

Worried about deterioration of physical

health and mental attitude

Fear loss of living in their homes and/or their

independence

The deaths of life partners and friends is

devastating

The elderly are “ordinary healthy

people for whom all hell has broken

loose”

Page 26: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Must remember this when

working with SeniorsFall RISK is Serious - so to get buy in -

……..make them laugh.

Falls are not funny…however aging can

be… I use self-deprecating humor.

I make fun of myself to take the sadness or

pressure off. You need a tool because

They’ve been doing it their way for 70+ years.

Page 27: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Aging Isn’t for Sissy’sNone of the changes a senior’s body goes through from aging are fun. For Example

Stan at 18

6’ 1½ “

190 Ibs

Senior Bowl

Stan at 75

5’ 11 “

230 lbs

Senior Citizen

Page 28: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Must remember this when

working with SeniorsHowever you do not need to be a senior

to talk to seniors. Aging humor can be

found on line. And it is easy to use. Especially if you make fun of yourself

trying to understand seniors…

AN example….

Colonoscopies are important medical procedures that have saved lives.

Seniors get their fair share. And yet they’re as popular as, well, a

colonoscopy. Here is a comment made by a senior in my program to their

physician during their procedures. So in the middle of the procedure…he

says….

…….. ”Now I know how a Muppet feels!”

Page 29: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Recruiting PartnersNeed to Create links…

What about your potential partner?

The more you know about your potential

partner the better

You should be able to tell them about

their business.

Or something about them-specifically

When you do that…they understand you

care about their program

From then on it is just conversation as to

how you can improve their business or

traffic to their company.

Page 30: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

But…Must Remind Partners

that Everybody Falls….

When a young adult falls or almost falls…they

can catch themselves. Or if they fall they can

just “bounce” , brush themselves off…and

recover.

However – Seniors don’t bounce. They hit

hard…and bodies break or bruise and/or just

don’t recover.

SO--Because of many causes…they don’t fall

just because they are older. But when they

do fall they get injured much more severely.

Page 31: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Remind Partners that their

employees are involved….

Partners need to understand just how

serious it is…and that all of their older

employees are at risk.

Even more important...their employees have

living parents that will need care…!

This is the tool that sells your program.

Yes they are helping the community, but

more importantly they are helping their

employees. And employees volunteer.

PLUS - Great Publicity by participating.

Honor them…give trophies..awards...recognition!

Page 32: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Fall Prevention Consortium

Partner Individual Trophy

Page 33: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Plaza at Moanalua

Partner Perpetual Trophy

Page 34: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Summer Campaign - Statewide

Medication Reviews and Balance Testing statewide on

5 islands and 66 locations

Just one of 8 different “Bag Stuffers” used

Page 35: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Summer Campaign – StatewideAwareness Process for Pharmacies

8 Major Companies each receive “Personalized” Packs

TIMES has 13 pharmacies so we deliver 13 “Packs”

Each Contains:

1000 “Bag Stuffers”

25 CDC/STEADI - Balance Test Sheets

2 Mini Posters

Tally Sheet

Each Company gets their personalized “packs” so

their distribution is simple and painless.

Page 36: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Summer Campaign - Statewide

Medication Reviews and Balance Testing statewide on

5 islands and 66 locations – including City Mill

Foodland, Times, Safeway, KTA, Molokai & 15 Kaiser’s

Hilo KTA

Page 37: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Tai Chi Instructor Workshops

Page 38: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

CITY BUS POSTER

DAVID Y. IGEGOVERNOR OF HAWAII

Bus Poster in 115 Express Busses for 3 months

Approximately 700,000 “hits”

Page 39: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

CITY MILL – Hardware Stores

“Hawaii’s Senior Home Safety Headquarters”

DAVID Y. IGEGOVERNOR OF HAWAII

MEET and GREET at sponsor stores…With Fall

prevention materials and assistive devices display

Page 40: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

KHON2 - TV Special

Aired 4 times – 2 hours Prime

KHON – KAISER – EMSIPSB - DOH

Dr. Serena Lo, and Ron Mizutani, Award Winning

Journalist… video a segment

30 minute - Prime Time Special.

Page 41: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Filming PSA’s – Eagle VisionRon Matayoshi & His Mother

Spots ran on KHON, KITV, KGMB, KHNL, KIKU

Small buy produced 220 spots or 110 minutes airtime

Page 42: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Fall Prevention

“Aging Isn’t for Sissies”…!

Mahalo…!

Page 43: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Improving the lives of 10 million older adults by 2020

CDSME Best Practices

Toolkit

May 23, 2017

Mary Walsh, Senior Technical Assistance Liaison, NCOA

Page 44: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 44

Best Practices Toolkit

Best Practices Toolkit - A compilation of over 150 resources collected from ACL CDSME grantees by NCOA

Six categories –o Leadership and Management – models from the fieldo Strategic Partnerships – tips and resources for collaborating with various

types of partnerso Delivery Infrastructure and Capacity – developing infrastructure to effectively

implement CDSMEo Centralized and Coordinated Logistical Processes – marketing, recruitment,

enrollment, referrals, participant retentiono Quality Assurance – Continuous Quality Improvement, fidelity monitoring,

data analysiso Business Planning and Sustainability – examples of business and

sustainability plans.

Page 45: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 45

Value of Session Zero

Session 0 or other informational/orientation session

o Clarifies expectations, often participants drop out because they didn’t

understand what they were getting into,

o It is an excellent marketing tool

o An article about the value of Session Zero by Matthew Smith and others can

be found on page 96 of the Frontiers in Public Health Journal here

Potential participants might have developed more support for and

positive views of the program because they had an opportunity to

better understand the purpose, content and expectations,

Session 0 may have given individuals who were not fully committed a

chance to re-evaluate their intention and opt out if they were not

ready,

Those who attended session 0 had higher odds of completing the

program,

About one out of five offered session 0, which not only facilitated

participant recruitment, but also increased participant retention.

o A webinar on Session 0 is located here,

o Arizona presentation on “To Do or Not To Do Session Zero”, and

o New York script for Session 0

Page 46: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 46

There are many ways to communicate – but what works best with your message? There is no one magic bullet – what works in one area may not be as effective in another

Word of mouth by someone “like me” with a condition or similar situation, who has

benefited from the program and speaks with “voice of experience” is a very valuable

motivator.

Ambassadors – The Centers for Disease Control and Prevention developed a CDC

Ambassador guide. Ambassadors can talk with people one-to-one or visit senior centers

and other places where older adults congregate to speak to groups. They may also go

to potential “champions” like ministers, hairdressers, barbers, pharmacists, etc.

Champions – can be state level or community leaders and others who are respected by

your target audience. They may have some influence over funding, like a town/city

leader, board member of a service group, etc. They may be someone who carries

weight with your target audience, like a health care provider or doctor.

Testimonials are a powerful motivator – they let people see what others think of the

program.

Communication Strategies

Page 47: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 47

Keep Communicating with participants and leaders

Stay in touch with participants - before the session starts to encourage those signed up to attend; during sessions, especially if a participant misses a session; and after to encourage their support in the community.

Stay in touch with leaders - by phone, meetings with other leaders to share successes and challenges, and email. Show appreciation for their involvement, and offer opportunities to mentor new leaders.

Arizona has a webinar with helpful tips.

Page 48: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 48

Messaging Toolkits

o California Messaging Toolkit

Creating your message, developing your story,

Examples of effective messages,

Do’s and Don’ts of messaging, and

Templates.

o Arizona Recruitment and Marketing Guide

Identifying your audience,

Planning, and

Using a mix of materials and media.

o Wisconsin – Selling Living Well presentation guide

Prepare before your presentation including

identifying audience,

Tell your story,

Examples of “selling points”, and

The importance of testimonials.

Page 49: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 49

Some other ways to convey your message

Posters, brochures, prescription pads, news articles, radio, and TV.

Tip Sheet on Increasing Completion of CDSME by participants

Offering CDSME in Rural Areas Tip Sheet

Social media:

Marketing with Facebook and other social media with

potential participants, family members, and partner

organizations.

o Select a target audience (age, location, target/key words) for

each advertisement and customize the message.

Page 50: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 50

Incentives – what works and what doesn’t

It can be tempting to offer incentives for recruitment. In the FAQs

for CDSME from ACL/AoA:

Cash incentives are not allowable.

Gift cards in very small denominations ($5 – 10) are an

option, but ACL does not recommend this for issues of

sustainability.

Other incentives could be recognition through news

features, a ceremony at the end of the program, or

giving participants the CDSME handbook at the end of

the program.

Page 51: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 51

Is your message clear? Will your audience understand

what you are trying to say?

Be clear about what you are offering.

Chronic Disease Self-Management not always a clear message. The words chronic, illness,

and disease can be perceived negatively.

Potential participants may not recognize they have a chronic condition.

What other ways can we approach chronic conditions so that potential participants

recognize that this means them?

o You may want to reference health conditions or ask if the person has a condition that

limits their activities,

o Some wording used by grantees to identify their program:

Get On with Your Life

Take Control of Your Life

I have Diabetes, It Doesn’t Have Me

Health For A Lifetime

Learn. Move. Live

New Year. New You.

Page 52: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 52

Informative Webinars

Theresa Brady from the Centers for Disease Control and

Prevention has presented a webinar , Federal Vision and

Progress – CDC’s CDSME Agenda addressing, among other

things,

o Developing a campaign strategy, and

o Raising awareness about CDSME.

She presented another webinar on “Putting Butts in the Seats”

this which is excellent, describing:

o The ambassador program,

o Language that resonates, and

o Tips on what will bring people into the workshops.

Page 53: Marketing and Recruitment of Participants and Leaders · 2019-02-04 · Improving the lives of 10 million older adults by 2020 Marketing and Recruitment of Participants and Leaders

Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 53

Other examples

There are many examples of posters and brochures in the Centralized and Coordinated Logistical Processes section of the Best Practices Toolkit. Some are templates developed by NCOA, others are examples of tools developed by grantees