How to Host an Effective Debriefing Session ERIN M. LOUBIER SENIOR DIRECTOR FOR HEALTH & LEGAL INTEGRATION & PAYMENT INNOVATION WHITMAN-WALKER HEALTH (202) ALLEN L. GJERSVIG DIRECTOR NAVIGATOR AND ENROLLMENT SERVICES ARIZONA ALLIANCE FOR COMMUNITY HEALTH CENTERS (602)

Roadmap  Opening- - Introductions  Getting Acquainted  Your Expectations  Why Debrief  Begin with the end in mind  Developing Your Outline  How to  Wrap-up

Why Debrief – Shout Out  WHY...  Spend the time?  Put in the effort?  What will be gained?  Who will benefit?

Key Questions  What do you want to learn?  Feedback to CMS/SBE on training or website  Source of ongoing information  What do you need to do a better job  Outreach strategies, what worked, what has potential  What do you want participants to feel/experience?  Appreciation  Build community  Promote collaboration Begin with the end in mind

Other Considerations  Who should attend?  Who should not attend?  Is attendance required?  Who should or shouldn’t facilitate?  What are you going to do with the information?  Who gets it?  Will individual responses be identified?

What Are Your Goals – Table Work  Who are you debriefing, how many people?  What are the top two – three things you want to learn, what information do you need from them?  What do you want participants to experience/ feel ?

Step Outline  Step 1 – Opening  Setting the stage  Pictures, video  Presentation state of enrollment  Pre-meeting survey, share results  Share benefits of debriefing  Step 2 – Icebreaker  getting acquainted  Step 3 – Setting Expectations  A roadmap  Shout-out  Parking lot

Step Outline  Step 4 – Gathering Critical Information  From general to more specific  Build in engagement

Example: A Beer with the President You are sharing a beer with President Obama, just the two of you, and he says, “I greatly appreciate your hard work and help in getting uninsured people covered. Now I know the law and Heatlhcare.gov isn’t perfect, from your perspective can you share two things that really need to be changed or improved? Then, how about two things that worked better than last year - - and don’t just say the website, be a little more specific”. Engagement & General

Methods to Engage and Gather Information  Face to Face Facilitated/Directed Discussion  Table Work  Shout-outs  Game/Activities  Stand Up / Sit Down  HEALTH Bingo  Speed Dating  Resource Handout

Methods to Engage and Gather Information  AACHC Annotated Outline Handout  Sample Facilitator Agenda Handout (based on DC)

Closing  Step 5 – Housekeeping & Close on a Positive Note  What will be done with the feedback/information  Any other details that were left unresolved – parking lot  Video of President Obama thanking all Assisters  Gifts and thanks

 General Discussion  Highlights  Be clear on why you are doing it and what info you want to collect  Be conscience of the feel/experience  Design in engagement & participation  Make it fun