1. Interactive Workshop Objectives:  Gain an understanding of the value of an effective SBHC Advisory Council and your essential ambassador role in prioritizing what’s most important for your students.  Learn techniques for moving forward through the developmental stages of council start-up and how to maintain momentum through languishing moments.  Collectively troubleshoot real-time problems and gain concrete ideas for results. 10/12/07 Annual Institute: Oregon SBHC Network Presented by: Denise Trepanier, Momentum Consulting, Inc. Tel: (541) 683-5990; www.DeniseTrepanier@aol.comwww.DeniseTrepanier@aol.com

2. Purpose: Capacity Building, Outreach & Advocacy Increase our involvement in the community and at the state level to ensure that ALL children have accessible, quality healthcare.  Involve the local community, representing diverse and non-traditional allies, including youth, minorities and consumers, as compelling advocates to shape the content, quality, delivery and financing of health care in this community.  Improve community partners’ capacity to do public education and outreach, and to advocate on behalf of SBHCs, both at the local and state levels. Purpose: Capacity Building, Outreach & Advocacy Increase our involvement in the community and at the state level to ensure that ALL children have accessible, quality healthcare.  Involve the local community, representing diverse and non-traditional allies, including youth, minorities and consumers, as compelling advocates to shape the content, quality, delivery and financing of health care in this community.  Improve community partners’ capacity to do public education and outreach, and to advocate on behalf of SBHCs, both at the local and state levels. 1 Note: As a result of an effective Advisory Council, grant and funding requirements are also fulfilled.

3. 1. Be familiar with and supportive of the SBHC mission, goals, policies, programs and services. Assist in identifying the strengths and needs of the SBHC. 2. Be a sounding board by providing feedback and ideas. Provide honest, constructive, creative input as it regards to SBHC issues. 3. Support SBHC vision of health care, while anticipating future health care trends and responding to those trends in ways that positively impact the SBHC program. 4. Although not responsible for establishing SBHC policies/procedures, be guardians of core values. 5. Be a representative for, and advocate for the needs and interests of SBHC clients. 6. Be ambassadors for the SBHC program by educating about, advocating for and promoting Centers in the community. 7… 8… 1. Be familiar with and supportive of the SBHC mission, goals, policies, programs and services. Assist in identifying the strengths and needs of the SBHC. 2. Be a sounding board by providing feedback and ideas. Provide honest, constructive, creative input as it regards to SBHC issues. 3. Support SBHC vision of health care, while anticipating future health care trends and responding to those trends in ways that positively impact the SBHC program. 4. Although not responsible for establishing SBHC policies/procedures, be guardians of core values. 5. Be a representative for, and advocate for the needs and interests of SBHC clients. 6. Be ambassadors for the SBHC program by educating about, advocating for and promoting Centers in the community. 7… 8… 2

4. Heart of the Matter: Attracting & Retaining Members Cycle  Diverse Representation: 1/3 Students (some from Youth Council), Parents, Staff, Community, Health-Care Partners…  It’s all about REALTIONSHIPS: Personal contact & follow-up… Never take for granted!  Mutual Benefits: Connect to personal motivation & values: What’s in it for them? Commitment?  Make participation easy & rewarding – convenient time, childcare, snacks, worthwhile activities…  You are each a recruiting ambassador by how you role model your commitment… YEAR 1 1.Recruit new members 2.Plant seeds for future members… oKeep potential members in the loop by sending Meeting Minutes and/or Annual Summary of Accomplishments. o… YEAR 2 -3 1.Re-recruit existing members 2.Target: 25% -50% New/Added (replace natural attrition) oFollow-up: “seeds planted” oIdentify groups not well represented & do target recruiting oMembers are ambassadors for new recruits – bring a friend/colleague… o… YEAR 4+ 1. 3

5. 1. Establish Foundation: Build Brand Awareness with Members Written testimonials/stories by clients… Intergenerational Icebreaker Activities & Teen/Youth Advisory Council Updates Review Surveys & Data Analysis 2. Expand Community Outreach & Resource Development Be a Focus Group for ideas & strategies on key issues Put out flyers/posters at work, community centers… Informally speak at school Parent Meetings… Participate in Community Events: Education & Awareness-Building (parades) Be ambassadors to recruit new members, partners… 3. Political Advocacy: Local, State & Federal Policy issues Meet with local legislators & community leaders Write individual & group Letters & Thank You Notes to Legislators… 4. Strategic Planning: Setting Realistic Goals Continuous improvement of SBHC services… Mutual benefit for all partners 1. Establish Foundation: Build Brand Awareness with Members Written testimonials/stories by clients… Intergenerational Icebreaker Activities & Teen/Youth Advisory Council Updates Review Surveys & Data Analysis 2. Expand Community Outreach & Resource Development Be a Focus Group for ideas & strategies on key issues Put out flyers/posters at work, community centers… Informally speak at school Parent Meetings… Participate in Community Events: Education & Awareness-Building (parades) Be ambassadors to recruit new members, partners… 3. Political Advocacy: Local, State & Federal Policy issues Meet with local legislators & community leaders Write individual & group Letters & Thank You Notes to Legislators… 4. Strategic Planning: Setting Realistic Goals Continuous improvement of SBHC services… Mutual benefit for all partners Teen/Youth Advisory Council Actively participate in SBHC Advisory Council Leadership: Community projects, fundraising Training & Skill-building Advocacy – Political action activities 4

6. YEAR 1: ?YEAR 2 -3: ?YEAR 4+: ? Which Activities have been most worthwhile with your Council, Why? During which Year? 5

7. 6 1. How to engage school administration: principals, secretaries…? (Time is at such a premium for all members, how do we keep doing things of value to benefit them & other partners?) 2. How to balance needing to work as a region of health centers to gain better leverage, and at the same time keep a close, symbiotic relationship with the local school & community? (Since combining into one larger AC, it’s harder to get school staff & students…) 3. How to best utilize our existing board and have them do more development work and strategic planning with our staff? (Right now these tasks seem to fall to staff and the board rubber stamps them.) 4. How much of an AC’s role is to do fundraising? (Especially given long-term sustainability issues.) 5.

8. DO: 1.Membership: Maintain relationships by personally staying in touch – calls & notes… Multi-cultural, diverse representation from your community Fund development & business savvy folks, even though the SBHC is a non-profit. Main medical providers in your community 2.Get members aligned with mission, values & set goals that have mutual benefits. Set-up subcommittee tasks with specific goals & deadlines. 3.Meeting Management: Agenda, Start/stop on time, Include all voices, Summary Notes… Pose questions and provide background info beforehand so meeting provides a venue for a dialogue and problem-solving. If you ask, be prepared to really listen (especially to students) and act upon their input… 6.Do worthwhile activities that are do-able; track and share tangible results. 7.… 8.… 9.… 10.… DO: 1.Membership: Maintain relationships by personally staying in touch – calls & notes… Multi-cultural, diverse representation from your community Fund development & business savvy folks, even though the SBHC is a non-profit. Main medical providers in your community 2.Get members aligned with mission, values & set goals that have mutual benefits. Set-up subcommittee tasks with specific goals & deadlines. 3.Meeting Management: Agenda, Start/stop on time, Include all voices, Summary Notes… Pose questions and provide background info beforehand so meeting provides a venue for a dialogue and problem-solving. If you ask, be prepared to really listen (especially to students) and act upon their input… 6.Do worthwhile activities that are do-able; track and share tangible results. 7.… 8.… 9.… 10.… 7 DON’T: 1.Try to do everything at once… 2.Plan meetings just as a “reporting out” process from staff to AC. 3.Have a Council to only meet grant and funding requirements. 4.… 5.…

9. Consciously Living your Commitment to this National, Social Movement by fulfilling the SBHC Mission & Values through your Work, Life, Health & Community Relationships 8