Membership Retention & Engagement Toolkit

Care Review Meeting

• Meeting Set ◦ Have engagement

document ready with all appropriate questions that assist in the process of the conversation. Make the most of this time. • Meeting Day ◦ Do a little prep work before hand. Update yourself with

TIPS & Questions

What questions do you ask your members 6 months in? Dive deeper than the onboarding. Show you care and continue to keep them engaged.

what has been going on with the organization. Do they have staff changes, new policy needs, etc.

NOTES :

Expect the unexpected in this meeting but enter on a positive front prepared for any conversation.

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