Webinar 25: Activation – Self-Check

Presentation Slides: Activation the Special Sauce

Webinar 25:  Activation the Secret Sauce
Critical Skills for Activating Self-Management

Originally Broadcast on Friday, May 13, 2016

Presented by Sue Bergeson, VP Consumer and Family Affairs, Optum


“If you drill down to the core of person-centered care, it is about self-management supports. Whether it is patient education or technological tools, specific motivational support, groups, or one on one coaching — self-management should be at the heart of an integrated care system.” Richard Birkel, PhD, MPA, Senior Vice President, Center for Healthy Aging, National Council on Aging

In this session, Sue Bergeson makes the distinction between engagement and activation, shares research on the importance of activation, and covers a wide range of activation tools and strategies available to peer support practitioners to share with even the hardest to serve people to help each person activate his or her own unique “secret sauce” for self-care and self-management.


Participants will be able to:

  • Understand the distinction between engagement and activation
  • Become familiar with the research showcasing the importance of activation
  • Consider activation through lens of the five stages of recovery, the PAM, The Transtheoretical Model (TTM), and Motivational Interviewing.
  • Learn how to support activation among those we serve
  • Learn five strategies to promote activation
  • Briefly review a few activation tools




Which statement best describes the difference between engagement and activation?

  • A) Engagement is the first contact with a person, activation is everything after that.
  • B) Engagement relies on a long term relationship; activation happens immediately.
  • C) Engagement is done by those in the health care system with the person; activation is done by the person and may or may not include those in the health care system.
  • D) All of the above
  • E) A and C only


Which of the following are essential components of activation?

  • A) Relying on the health care system to manage chronic illness symptoms
  • B) Self-management according to recovery goals and preferences
  • C) Shared decision making in treatment choices with trusted health care providers
  • D) All of the above
  • E) B and C only


According to the Appalachian Consulting States of Recovery framework, which of the following describe the “stages of recovery”?

  • A) Precontemplation, contemplation, preparation, action, maintenance
  • B) Not ready, getting ready, ready, taking action, change is in effect
  • C) Impact of the illness, life is limited, change is possible, commitment to change, actions for change
  • D) All of the above
  • E) A and B only


The following framework is based on four levels that show increasing levels of activation:

  • Level 1 – Starting to take a role
  • Level 2 – Building relationships and confidence
  • Level 3 – Taking action
  • Level 4 – Maintaining behaviors

Which of the following frameworks is described by these levels of activation?

  • A) Stages of Readiness
  • B) Transtheoretical Model (TTM)
  • C) Motivational Interviewing
  • D) Patient Activation Measure (PAM)



Another framework is based on the premise that people who need to make changes in their lives approach change at different levels of readiness to change.

  • Level 1 – Engaging the person
  • Level 2 – Evoking the person’s perspective
  • Level 3 – Broadening the perspectives and building on momentum for change
  • Level 4 – Moving into action; developing the practical steps to implement the changes they desire.

Which of the following frameworks is described by these levels of readiness?

  • A) Stages of Readiness
  • B) Transtheoretical Model (TTM)
  • C) Motivational Interviewing
  • D) Patient Activation Measure (PAM)



Which of the following activation tools and strategies can readily be used by a peer support provider when supporting someone to explore activation toward increased self-management?

  • A) Find common ground, identify strengths, and build on those strengths
  • B) Help the person to be educated about his or her condition, how to navigate the health care system, and make informed (shared decisions) on treatment choices
  • C) Discuss personal recovery goals with the person and use those goals to shape shared decisions on treatment and self-care choices
  • D) All of the above
  • E) B and C only

Presenter Biography

Sue Bergeson, VP Consumer and Family Affairs, Optum

As Vice President of Consumer and Family Affairs, Optum, Sue is responsible for developing behavioral health programs that help people with behavioral health issues achieve long term recovery and resiliency and assists family members to support their loved ones. She works in the community to promote awareness of mental health issues and inform the public about available treatment and activation tools and resources. She works internally to ensure Optum’s policies and programs are consumer centric and recovery oriented. As a spokesperson on issues related to mental-health care, she has appeared on The View, The Today Show, Good Morning America, CBS News, NBC News, CNN and public television. She has also led more than 500 training and speaking events on mental-health topics. Sue Bergeson is a consumer of services and has been in a national leadership role among the organized behavioral health consumer community for many years. She previously worked as the national CEO of the Depression and Bipolar support Alliance, the nation’s largest national advocacy organization working with mood disorders.

Download the Presentation Slides: Activation the Special Sauce