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1© 2016 GALLAGHER BENEFIT SERVICES, INC. ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™© 2016 GALLAGHER BENEFIT SERVICES, INC.
Akron SHRM Conference Wellbeing and Engagement
ALI PAYNE AUGUST 2016
2© 2016 GALLAGHER BENEFIT SERVICES, INC. ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™
The Evolution of “Wellbeing”
Physical health emphasis
Benefits strategies for cost
management
Right program and vendor
Participation incentives
Then
Inconsistent alignment with
mission/vision/values, desired
culture, key business objectives
Multi-dimensional (employee and
family) wellbeing with strong
social networks
Employee value proposition,
become an employer of choice
Right culture and environment
Inspire change, support,
sense of purpose
Now
Wellbeing as a cultural imperative
that drives engagement and
enables high performance
3© 2016 GALLAGHER BENEFIT SERVICES, INC. ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™
The Multiple Dimensions of Wellbeing
Physical/
Emotional
Health
Social
Health
Financial
Health
Community
Health
Career
Health
The WHOLE person comes to work every day....
each employee’s wellbeing influences
individual and organizational performance
&
4© 2016 GALLAGHER BENEFIT SERVICES, INC. ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™
Organizational Wellbeing: Drives Engagement
“An organization is healthy when its whole, consistent, and complete, that is, when its management, operations, strategy and culture fit together and make sense.”
Minimal Politics
Minimal Confusion
High Morale
High Productivity
Low Turnover
Source: Patrick Lencioni, The Advantage (2012)
Build a cohesive
leadership Team
Create Clarity
Reinforce Clarity
Over-Communicate
Clarity
5© 2016 GALLAGHER BENEFIT SERVICES, INC. ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™
Connecting organizational health
Metrics to determine your strategy…
Long
Hours
BP
Obesity
Diabetes
Injury
Job
Insecurity
Stress
Risk Heart
Attack
i Opinion of your
health
Injustice/
Fairness
Migraine
BP
Burnout
Depression
Work/
Family
Conflict
Sleep Disorders
Sickness related
absence
Risk Heart Attack
i Opinion of your health
6© 2016 GALLAGHER BENEFIT SERVICES, INC. ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™
Social Wellbeing: Social Connectedness
Just 30% of employees report having a best friend at work
Only 5% of employees strongly agree that their organization helps them build stronger relationships
Employer Opportunity: Promote relationships among colleagues
Team Building Work Shops
Group- based Challenges
All Hands Meetings
Company PicnicsSources: National Business Group on Health
7© 2016 GALLAGHER BENEFIT SERVICES, INC. ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™
Career Wellbeing: Job Satisfaction
Sources: National Business Group on Health, New Economics Foundation
Organizational
Characteristics
Job Design
Management
Work Relationships / Social Value / Work
Environment
Using Strengths / Sense of Control /
Fully Understanding Responsibilities / Fair
Pay / Achievable Goals / Work-life
Balance
Performance Feedback /
Positive Manager Behavior
8© 2016 GALLAGHER BENEFIT SERVICES, INC. ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™
Community Wellbeing: Community
connectedness“Community wellbeing is the combination of social, economic, environmental, cultural, and political conditions identified by individuals and their communities as essential for them to flourish and fulfill their potential.”
38%
47%
15%
0% 10% 20% 30% 40% 50%
Thriving
Struggling
Suffering
US COMMUNITY WELLBEING
Source: Gallup
9© 2016 GALLAGHER BENEFIT SERVICES, INC. ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™
Financial Wellbeing: Security
Sources: American Psychological Association: Paying With Our Health, 2015
ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™
2,080
1,560
1,040
520
0
Age 25
Age 35
Age 45
Age 55
Age 67
10
Financial Wellbeing: Security
11© 2016 GALLAGHER BENEFIT SERVICES, INC. ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™
Emotional Wellbeing: Support beyond drugs
Sources: American Psychological Association: Paying With Our Health, 2016
12© 2016 GALLAGHER BENEFIT SERVICES, INC. ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™
Round Table Discussions
• Physical Wellbeing
• Social Wellbeing
• Financial Wellbeing
• Community Wellbeing
• Career Wellbeing
13© 2016 GALLAGHER BENEFIT SERVICES, INC. ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™
Building an effective plan
Wellbeing & Engagement Strategy Framework
Health Benefits(Design, financing, risk management,
and administration)
Wellbeing & Engagement(Optimization of workforce
productivity through
engagement and good health)
Capture CEO Support
Essential to process and best in class program
Build Internal Alignment
Develop guiding principles, goals, objectives & success
metrics
Create Wellbeing Team
Build cross functional Team to drive wellbeing awareness and
distribute accountability throughout organization
Collect Data
Gather data to reveal specific areas of health/engagement
needs and interests within the organization
Develop Strategic Plan
Build operating plan to serve as roadmap and guide
interventions
Find Partners
Conduct market survey for wellness partner, if appropriate
Develop Communications
Create pervasive communications that execute on broad wellbeing & engagement
goals
Evaluate
Beyond traditional metrics on participation, risk reduction, and
cost containment, identify organizational metrics
(retention, safety, engagement)
Understand Culture, People, Risk
Connect Wellbeing Vision to Business Strategy & Objectives
P P P
14© 2016 GALLAGHER BENEFIT SERVICES, INC. ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™
Case Study
ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™ 15
WHERE IT ALL STARTED
ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™
2011 2012 2013 2014 2015 2016
Dearborn pilot /Incentives introduced
Launch at Supply Chain
Spouses included
Vitality implementation
PhysicianEngagement
Associate engagement
through technology
16
Case Study: Evolution of Wellness at Carhartt
17© 2016 GALLAGHER BENEFIT SERVICES, INC. ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™
In order for employees to receive the incentive, they have to:
1. Complete the Vitality Health Review
2. Complete and submit their Vitality Check
3. Achieve Silver Status or higher
Case Study: Carhartt Wellness
18© 2016 GALLAGHER BENEFIT SERVICES, INC. ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™
Engagement
1
8
Carhartt
Vitality Baseline
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Blue/No VHR Bronze Silver Gold & Platinum
Status Distribution
70% of Carhartt associatesare at Silver status
or above
ROI of $289,000
Savings Annually
ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™
Total Health Approach to Communications
19
Champs
20© 2016 GALLAGHER BENEFIT SERVICES, INC. ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™
Case Study: Carhartt Wellness
The reason for success
• Carhartt allows employees to earn points to increase their status through Vitality programs that are unique to the individual
• The difference between viewing employees as a number and as a person
21© 2016 GALLAGHER BENEFIT SERVICES, INC. ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™© 2016 GALLAGHER BENEFIT SERVICES, INC.
Questions and Discussion
Thank You For Your Time Today
Ali Payne
312.416.0465