evaluation resources to drive your worksite wellness programs toward greater success with david...
DESCRIPTION
As today’s worksite wellness practitioners face unprecedented pressure to demonstrate program accountability and impact, evaluation efforts are ramping up in worksites of all sizes. Whether you are simply thinking about how to evaluate, planning an evaluation, or expanding the scope of an evaluation, this webinar highlights two new resources that can enhance your efforts. The first resource is the soon-to-be-released Effective Practice Guidelines report, “Worksite Wellness Evaluation: Strategies for Employers,” published by the SHRM Foundation. The report describes and illustrates how worksite wellness practitioners can use various data analysis and evaluation techniques such as claims data analysis, break-even analysis, benefit-cost analysis, and forecasting in their particular setting. The second resource we’ll discuss is a free Massive Open Online Course or MOOC entitled “Dynamic Strategies in Worksite Wellness Evaluation & ROI,” sponsored by the University of Wisconsin. The MOOC consists of four sessions and will be available entirely online beginning October 20th. This webinar will describe the concept of a MOOC, its flexible format, an outline of the four sessions, and how to register for this no-cost course that has already attracted well over 500 participants.TRANSCRIPT
Evaluation Resources to Drive Your Worksite Wellness Program Toward Greater Success
HPLive Webinar
October 10, 2014
David Chenoweth, Ph.D., FAWHP
The Evolution of Worksite Health Promotion
Recreational Benefits
Enhancement
Alcohol Abuse
Treatment
1880’s 1930 1950 1970 1980 1990 2000 2015
Structured Exercise
“Wellness” Programming
Horseback rides, gyms, indoor swimming, etc.
•Pullman •NCR
• Hershey Foods
Employee Assistance Programs
Safety
Occupational Safety & Health Act
•All worksites
•PepsiCo •NASA • Kimberly-Clark • Sentry Ins.
• Quaker Oats • Union Pacific • Steelcase • First Chicago Bank
“Business Strategy”
• Many Fortune 500 firms
Health & Productivity Management
How can we plan for the future if we don’t understand the past and present?
2011
SHRM Foundation presents…
Evaluating Worksite Wellness: Strategies for Employers
Sponsored by WellPoint
2014
Effective Practice Guidelines (EPG) Series “Evaluating Worksite Wellness:
Strategies for Employers”
Full report: http://www.shrm.org/about/foundation/products/pages
/shrmfoundationepgs.aspx
Table of Contents…
Evaluating Worksite Wellness: Strategies for Employers
Sponsored by WellPoint
Chapter 1 Medical Claims: Analyzing Data and Measuring Risk Factor Costs
Chapter 2 Using Break-Even Analysis to Determine a Payoff
Chapter 3 Using Cost-Effectiveness Analysis to Compare Programming Options
Chapter 4 Using Benefit-Cost Analysis to Determine ROI
Chapter 5 Forecasting to Plan for the Future
Glossary
Preparing an evaluation with value…
Variable relevant to stakeholders? Variable tied to your intervention?
Intervention in place long enough -> impact? Variable be objectively measured?
Measurement be reasonably quantified and interpreted?
Assess the scope of your on-site wellness services for evaluation options…
Fitness Center
Biometric screening/
Advanced Lab Testing
Ergonomics/work hardening Hotline
Health Coaching
Online Activities
Incentives
Wellness Programming
Recreation
Assessing…your on-site clinic service line for evaluation options…
On-site clinic treatment
Biometric screening/
Advanced Lab Testing
Diagnostic imaging
Work hardening and Rehab
Ergonomic training &
engineering
Environmental audit – injury prevention
OSHA/NIOSH
Wellness Programming
Workers’ comp
management
Deciding on which programs/policies/incentives are suitable for an evaluation…
10
Wellness Program
Health Plan Policies Culture Incentives Commun’s
Data Collection
Health Coaching
No cost wellness screening
Smoke free, drug free,
safety
Healthy work setting,
clean, safe
Financial Electronic; intranet
Process variables
Lunch ‘n Learns
Waived co-pays for main. Rx
drugs
Healthy food options
Accessible, attractive stairways
Non-financial Word of month
Impact variables
Small group events
Medical self-care
Telecommut-ing
Healthy food options
Newsletters Electronic health record
Online activity tracking
On-site clinic
Flex-time Ergonomic efficiency
Social media platforms
IHDMS
Interactive Kiosk
Health apps
Medical Costs Medical and
Pharmaceutical 24%
Presenteeism 63%
Absenteeism 6%
Short-term Disability 6%
Long-term Disability 1%
Workers’ Compensation
<1%
Source: Hemp, P. Harvard Business Review, October, 2004 11
Chapter 1 Medical Claims Data Analysis and Risk Factor Costing…
Will the new on-line health coaching program break-even?
Will our 2 year –old on-site health clinic break-even by the fourth year of operations?
Is the cost of the 5 minute on-the-job stretching break sufficient to generate adequate back injury cost savings and break-even by the end of the year?
How can we determine if the $20/month wellness incentive will pay off?
Chapter 2 Break-Even Analysis
WHAT is a Break-even Analysis?
Framework of measurable data designed to determine if, and when
BENEFITS will offset COSTS
Costs Benefits
Can an expanded on-site wellness center break-even… @ 2 years…
Source: C&A client (health care provider > 800 EEs)
Chapter 3 Cost-Effectiveness Analysis
Method Cost # Participants
$ Cost per Participant
# Goals Achieved
$ Per Achieved Goal
On-line $ 500 50 $10 10 $50
Face to Face
$2,000 50 $40 35 $57
Which method of health coaching produces the most impacts at the least expense?
Chapter 4 Benefit-Cost Analysis
What’s the financial value of health status improvements and lifestyle choices?
Program Cost Benefits
Health Status
Health care costs
Productivity
Equipment and Supplies
Staff
Chapter 5 Forecasting to Plan for the Future
What’s likely to occur in the future at current trends?
Participation
Evaluation timeframe…
Questions…
Is the level of your evaluation activities focused on (a) process, (b) impact, or (c) financial outcome
…or all of these?
What’s the most common threat/barrier to your evaluation efforts?
What types of worksite wellness programs and activities do you find most receptive to evaluation?
How can we drive QUALITY without measurement and evaluation?
https://www.canvas.net/courses/dynamics-of-worksite-wellness-evaluation-roi
What’s a MOOC?
Massive Open Online Course Access to large
groups Open access to
anyone; no prerequisites
Online delivery Subject-specific content with
learning objectives
Resources are hosted in
different venues (websites, blogs,
wikis, etc.)
Facilitates asynchronous
interaction between
participants
No cost [Forums, blogs, twitter, etc.]
Evolutionary spin-off of distance education Inception in 2011
University of Wisconsin presents… “Dynamic Strategies in Worksite Wellness and ROI”
Evaluation timeframe… Session 1 Fundamentals of Evaluation
Occupational Medicine & Safety
Biometrics
Medical care claims
Benefits
Safety
Risk Factors/HRA
Condition/ Disease management
EAP and Work Life Health &
Productivity Management
Session 2 - Identifying key data sources/providers…
Session 3 Break-Even Analysis
When will the worksite wellness effort pay off?
Session 4 Benefit-Cost Analysis and ROI
What is the ratio of costs and benefits?
Well-planned and Stake-holder-Oriented Evaluations Can be a Decisive and
Strategic Advantage
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David Chenoweth, Ph.D. Chenoweth & Associates, Inc.
128 St. Andrews Circle New Bern, NC 28562-2907
252-636-3241 www.chenoassociates.com
Thank you!