1. Outlining Your CE Investments
Once you have defined your organization’s broader social care strategy, the next step is to focus on Community partnerships. Successful projects bridge the gap between internal staff efforts and community-facing social needs. This alignment requires two core pillars: Clear Goals and Dedicated Capacity.
A successful referral network is a function of:

- Engaged users of our platform
in a community - Engaged customers dedicated to
doing their part - Giving social care providers a reason
to be a part of the network
Define Clear Goals
Your community partnership goals should be specific, documented, and agreed upon by your entire project team.
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Example: If your strategy is to support members’ social needs post-discharge in the Greater Austin area, and your data shows Food and Housing are the top needs, your CE goal would be: "Sourcing and vetting Food and Housing resources within the Greater Austin Area."
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Best Practice: Ensure your goals are directly tied to the discovery data you gathered in the previous phase.
Establish Dedicated Capacity
Community partnerships are the engine of platform success. To meet your metrics, you must "right-size" your investment—matching your goals to the actual time your staff can spend on engagement.
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Impact: Allocating specific CE time ensures that your community approach is sustainable and aligns with your overall social care strategy.
Next Steps
✅ Collaborate with your program and Findhelp support teams to finalize community engagement goals. This ensures all parties are aligned on direction, scope, and project timelines.
✅ Assign a Community Engagement (CE) Lead:
The CE Lead is a pivotal role responsible for driving the local impact of your project. To ensure success, follow these steps:
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Formalize the Role: Use the Key Roles document to officially designate your CE Lead. This ensures clear accountability within your project team.
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Establish Dedicated Capacity: Clearly define the weekly or monthly hours the CE Lead will commit to the findhelp project.
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Ensure Strategic Alignment: Verify that the lead’s allocated time is sufficient to meet your project's specific scope and timeline. A larger geographic rollout or a high volume of partner outreach will require a more significant time investment.
Up Next
Equip your CE Lead with our education opportunities to master Findhelp tools and drive greater community impact.