How to Create an Outreach Plan

Establishing an outreach plan can help you structure and evaluate your outreach efforts. This plan can be used as a tool to ensure you stay focused and on target with all of your activities.

Here is a checklist to start your outreach plan:

Target Audience

  • Who is your target audience?
    • Uninsured consumers
      • Families
      • Young Adults
      • Specific racial, ethnic, religious, or cultural groups
    • Internal Audience (staff, board members, etc.)
    • Community Partners (schools/colleges, unemployment offices, public health departments, libraries, local businesses, etc.)

Goals and Objectives

  • What goals are we trying to achieve?
    • Define your goals, strategies, and activities based on your target audience
    • Apply the SMART framework when developing your goals: Specific, Measurable, Attainable, Relevant, and Time-bound


  • Develop an “outreach master plan” which includes all the outreach activities
  • Establish a tracking process to track your progress and document your contacts and any follow-up conversations
  • Setup a calendar with community events that could be opportunities for outreach
    • Find the best setting where your target audience would be more likely to be willing to engage in a conversation about health coverage.
  • Have a plan in place to follow up with those interested in health coverage (appointment reminders, phone calls, direct mail, emails, etc.)


  • Make sure to have extra printed materials on-hand for events
    • All materials should be relevant, appealing, and contain up-to-date information
    • Try using culturally appropriate and messaging for your target audience
    • Keep information short and simple


Here are great reads about creating an outreach plan with examples : Enroll America: How to Create an Outreach Work Plan and Enroll America: Outreach Planning 101.

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