Staff Re-Training to Meet the New Challenges of Open Enrollment [Live Webinar Replay]

Staff Re-Training to Meet the New Challenges of Open Enrollment [Live Webinar Replay]

We went live, once again, yesterday for our partner Strategic Solutions and shared our thoughts on how to train and re-train staff for the upcoming open enrollment season.

This session was focused on Medicare Open Enrollment but the approach and strategy we recommended would apply to any plan or seasonal event that scales up marketing and sales staff.

If you scroll down you can watch the video replay, play the audio or download the slides.

Key Takeaways

The session covered the following topics along with an interactive Q&A (this part starts at 36:30).

  • A Rapid Readiness Assessment
  • What makes Effective Virtual Training
  • Mapping Readiness Assessment to your Action Plan
  • Determining what types of content can be converted and what needs a rebuild
  • Our tips and tricks to Rapid Results

Watch the video, listen to the audio or download the slides so that you can work through the checklist and assessment for your organization!

Live Q&A [Recap]

Here’s a quick recap of the questions we answered live (these start at 36:30 in the video if you want to skip ahead for the answers):

  • Thoughts on telehealth
  • Perspective on minimizing attrition
  • The role of virtual training in minimizing attrition
  • Ideal class size for a virtual training session and lesson planning based on class size
  • The role of a producer and a producer is essential
  • Zelus’s expertise in creating and delivering virtual training within complex organizations
  • Differences between a train-the-trainer model and outsourced training delivery
  • Developing a full-scale rebuild in time for open-enrollment (this year)
  • Reporting and key metrics for in-person and virtual training sessions
  • How and why to put the learner first, particularly in the virtual classroom

Session Video

Session Audio

Download the Slides

You can grab your copy of the presentation we walked through here!

We’ll be going live again very soon and if there is anything you’d like us to discuss just reach out to us or leave a comment below.

Discovering the ‘Can Do’ Path in a ‘Can’t Do’ Environment [Live Webinar Replay]

Discovering the ‘Can Do’ Path in a ‘Can’t Do’ Environment [Live Webinar Replay]

Well, that was different and a lot of fun! This morning we went live and shared our thoughts on discovering the ‘can do’ path with all of the ‘can’t dos’ surrounding us right now.

If you scroll down you can watch the video replay or play the audio.

Key Takeaways

The majority of our discussion focused around these 5 themes.

  • Our approach for removing barriers
  • How to engage people
  • What defines effective communication
  • The role culture plays (How the team feels about the work)
  • The critical nature of working in iterations – and teaching others how to iterate

Our favorite part of any live discussion or panel we participate on is always the Q&A section – that held true yet again today.

Live Q&A

Here’s a quick recap of the questions we answered live (these start at 29:00 in the video if you want to jump there):

  • Quick tips and ideas for boosting morale when you have a team that can’t step away from the work to get together
  • How to get employees and customers to realize the barrier isn’t the actual virtual learning tool and how to promote the positive ‘can do’ mindset while using these tools
  • Some things that didn’t work (and how to move forward and keep trying new things)

Session Video

Session Audio

Unfortunately one of many lessons learned with all of these virtual communication tools is that the quality of Zooms cloud recording isn’t always super crisp – we’ll adjust and adapt, like we always do, for the next time!

We’ll be going live again very soon and if there is anything you’d like us to discuss just reach out to us or leave a comment below.

Working from Home Quick Tips for Success

As many of you know we’re pros at working from home, or really just about anywhere to be honest. We’ve run Zelus as a virtual company since our start in 2004. As we onboard new hires, especially those that have never worked at home, we suggest the following:

  1. Know your work priorities.
    • Create a daily checklist and be mindful of your due dates.
  2. Reach out to your colleagues when you have a question.
    • We tell our staff not to “tread water” meaning don’t dwell too long on how to do something.
    • Reach out for a quick chat or call to level-set how to proceed.
    • This is not only a good way to stay connected to colleagues, but it also invigorates and promotes productivity.
  3. Encourage your teams to connect and participate; especially the introverts in the group.
    • Make it firm guidance that all are expected to participate, not just observe.
  4. Take a physical break.
    • Get up and walk around the house.
    • Or go outside for a walk – my best “noodling” time is when I am away from my computer and out in the fresh air.

There are a ton of tools and systems out there that will also help you become a productivity rockstar when working from home but be cautious about adding too many new things into the mix at once. It’s easy to focus on learning and software and get distracted from the real work you need to accomplish.

Tackle the day with gusto and collaboration and stay focused!

If you have any tips that make you successful when working from home, share them with us in the comments below. And if you think this post can help anyone you know please share it!