ECHO Best Practices

Curriculum design, outreach, evaluation and funding for your ECHO program.

Creating communications and marketing materials

Follow the ECHO branding guidelines, find logos and templates, take free design trainings and choose the right tools and photos for your program’s marketing materials.

Developing your curriculum and case presentation form

Who builds an ECHO curriculum, how to shape it around goals and a needs assessment, what the first session looks like and how to design a case form participants will use.

Funding your ECHO program: finding funders and building a budget

Where to look for federal, state, foundation and private funding for your ECHO program, and the questions to answer when you build its budget.

Getting started with ECHO marketing

Before you create any marketing materials, define your ECHO program by answering what, why, where and when, then build a profile of the audience you want to reach.

Monitoring outcomes for program success

Plan an evaluation with the CDC framework, choose outcomes with Moore's seven-level model, collect the data we recommend and use what you learn to improve your ECHO program.

Project ECHO messaging

Our vision, mission, origin story and key messages, plus language to avoid, to help you describe Project ECHO clearly, accurately and consistently.

Publishing your marketing materials

Where to promote your ECHO program, from LinkedIn and paid campaigns to flyers, email lists and the ECHO Institute’s own newsletter, calls and reports.

Share your story with us

How to get your ECHO program featured in our Impact Report, the MetaECHO newsletter and Community Call, and on Project ECHO’s social media channels, and what to include in your request.

Social media guidance

How to use LinkedIn, Facebook, Instagram and TikTok to promote your ECHO program, with recommended graphic sizes, posting schedules and what you need to run a paid campaign.

Technical Requirements

Learn about the basic technical setup that you will need to get started with ECHO

Videoconferencing etiquette & best practices

To help our ECHO sessions run smoothly, keep these essential best practices in mind to ensure a secure, clear, and engaging session for everyone involved.