Pre-conference Workshop #1:
Key Components of Community Benefit: The Schedule H and “What Counts 





Julie Trocchio is senior director of community benefit and continuing care for the Catholic Health Association of the United States Keith Hearle is the president of Verite Healthcare Consulting Caron Lanouette is from Communit Benefit Consulting, LLC


Community benefit is a constantly evolving field. It can be challenging for professionals to keep track of what’s new and what can be counted. This interactive workshop will roll up community benefit basics and what’s new into one session led by two experts in the field. One half of the session will provide a review of “What Counts” with a focus on nuances and grey areas, such as some community building activities and programs, demonstrating how regulations have evolved. The second half of the workshop will provide a review of the latest Schedule H, considering best practices in completing the form, changes that have occurred over the years and possible upcoming developments. Participants will have ample time to ask questions about how to improve their community benefit practice. While this session is geared toward individuals working in community benefit, it may also be beneficial for participants from other sectors to gain a better perspective of the roles, responsibilities and activities of Community Benefit.

Learning Objectives:

  • Recognize what activities count and don’t count as community benefit.
  • Understand how and why Schedule H has changed since 2008.
  • Understand how to complete and interpret Schedule H filings accurately.

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Pre-conference Workshop #2
A Healthy Dose: Boosting the Impact of your Community Strategies




Elena Kuo, PhD, MPH is a research associate at the Center for Community Health and Evaluation at the Group Health Research Institute Pamela Schwartz, MPH is director of program evaluation at Kaiser Permanente Carol Cahill, MLS is a research associate at the Center for Community Health and Evaluation at the Group Health Research Institute


Whether your focus is active lifestyles or reducing neighborhood violence, chances are you’re trying to improve health for as many people as possible. Strategies can be designed and implemented in ways to increase their reach and strength—their dose—and thereby the likelihood of seeing health improvement at a population level.

This workshop will provide practical guidance in using the dose framework for planning and evaluating your community health initiatives and will include:

  • Description of the dose framework and how to estimate reach and strength of commonly implemented community strategies
  • How Kaiser Permanente uses the dose framework as both a planning and evaluation tool to encourage implementation of strategies that will lead to population-level impact
  • Ample time for small group practice with different community scenarios, playing our dose game and working with our interactive dose calculator
  • Large group discussion to share insights on ways to refine strategies to increase their impact

Learning Objectives:

  • Understand the dose framework and how it can be used to plan and implement stronger community initiatives.
  • Be able to use the dose framework in discussions with community stakeholders.
  • Be familiar with the challenges and lessons from using a framework to guide strategy planning and evaluation.

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Pre-conference Workshop #3:
Automate Your Outcomes and Impact Measurements: The IT Guy (or Gal) is Your Friend!


Debbie Thompson

Brenda Buescher

Eric Munson

Debra Thompson, MBA is president at Strategy Solutions Brenda Buescher, MPH is Health Promotion Specialist, Penn Medicine, Lancaster General Health Eric Munson is President, Munson Business Intelligence Solutions


Are you tracking outcomes for your CHNA implementation strategies in an Excel spreadsheet or worried about how you will address IRS measurement and evaluation guidelines because you don’t have systems in place? Regardless of the size or sophistication of your hospital or information systems, every organization has the capability to address these needs—and most are better-equipped than they realize!

This practical “how-to” workshop will help participants develop an action plan to automate outcomes and impact indicators within their hospital or health care system. Participants will learn how to think holistically about their CHNA outcomes measurement and evaluation system and how it fits with their business strategy as health care systems evolve to population health management. Information presented includes how to identify indicators, determine where and how to collect and incorporate required data into existing information systems and redesigning internal processes to deliver outcomes and impact data though generated reports instead of manual tracking and tabulation.

Learning Objectives:

  • Assess how well-equipped you are to automate outcomes and impact measurements of CHNA implementation strategies.
  • Identify appropriate and specific outcomes and impact indicators related to the Triple Aim and return on investment.
  • Identify strategies to integrate selected indicators into existing electronic medical records and information tracking systems and how to facilitate discussions with IT professionals and develop an action plan to accomplish the required integration in your hospital’s EMR.


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Pre-conference Workshop #4:
Using TeamSTEPPS to Start, Grow and Sustain Partnerships




Chris Hund, MA is director of clinical quality at the Health Research & Educational Trust Jen Braun, MPH is a program manager at the Health Research and Educational Trust Kurt O'Brien, MHROD is director of organization development and training at the University of Washington


This workshop will translate the highly successful clinical tool, TeamSTEPPS, for a community health audience. Team Strategies and Tools to Enhance Performance and Patient Safety (TeamSTEPPS) is an evidence-based set of teamwork tools aimed at improving communication and teamwork skills among health care professionals that has been implemented in thousands of clinical settings across the U.S. and the world. The TeamSTEPPS movement recently transitioned outside of the hospital and into non-clinical settings to improve partnerships, streamline project management processes and increase employee satisfaction.

In this interactive workshop, participants will be introduced to key team communication concepts and skills to identify approaches to start, grow and sustain partnerships with a diverse group of stakeholder organizations in their communities. The workshop curriculum combines visual didactic presentations with hands-on exercises, providing the learner with opportunities to practice use of TeamSTEPPS tools in a simulated environment. The presentation will describe strategies for using these tools and others to sustain long-term partnerships and will provide participants with a take-home package of activity instructions.

Learning Objectives:

  • Demonstrate an understanding of TeamSTEPPS principles and tools through a teambuilding activity.
  • Apply TeamSTEPPS principles and tools to address identified needs when starting, growing or sustaining partnerships.
  • Identify ways to modify and operate the Team Training Tower exercise in your own organization or community. 
  • Learn and apply a model for leading change to assist with implementing TeamSTEPPS in your organization.

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