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© 2005 Carlson Marketing. All rights reserved.
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Carlson CompaniesBe Well Engagement Strategy 2007
Presented August 2006Updated August 7, 2006
© 2005 Carlson Marketing. All rights reserved.
Updated August 7, 2006 2
Be Well Goals and Objectives Be Well Goal
Create a culture of health and well-being, making Carlson Companies a great place for great people to do great work
Objectives Launch four essential segments of health and
well-being at Carlson Personal Health Awareness Health Benefit Solutions Culture of Wellness The Good Life
© 2005 Carlson Marketing. All rights reserved.
Updated August 7, 2006 3
Be Well Engagement Goals and Objectives Wellness Engagement Goal
Stimulate intrinsic and extrinsic motivation towards healthful living
Objectives In partnership with Carlson Marketing Worldwide,
leverage and expand the existing Carlson Rewards incentive and recognition program to reward employees with valuable Gold Points® for their participation and achievements
Develop a program of incentives that award all participants of the new Be Well program and encourages a healthy lifestyle
© 2005 Carlson Marketing. All rights reserved.
Updated August 7, 2006 4
Be Well Corporate Alignment Be Well incentives align with Carlson’s enterprise vision, mission and
strategyEnterprise TotalRewards Be Well Incentives
Visio
n
To become the most respected private company on earth
To be valued as experts providing TotalRewards solutions that drive achievement of business objectives
To create a culture of health and well-being, making our company a great place for great people to do great work
Missio
n
Building Better Relationships
To provide TotalRewards solutions across the enterprise that attract, reward, retain and motivate great people to do great work
To stimulate intrinsic and extrinsic motivation toward healthful living
Strateg
y
Build the Team
Satisfy the Customer
Deliver our Family of Businesses
Work Smarter, not Harder
TR expertise
TR portfolio
TR design
TR service delivery
TR technology
TR communication
Carlson Rewards incentive and recognition platform
Gold Points currency
© 2005 Carlson Marketing. All rights reserved.
Updated August 7, 2006 5
Be Well Program Engagement Program Engagement Opportunities
CareAllies Smart Steps Chronic Condition Management Asthma Heart Disease Diabetes Pulmonary Back Pain Targeted such as Stomach, etc.
CareAllies Lifestyle Management Smoking Cessation Weight Management Stress Management
CareAllies Health Coach Available to employees at risk
© 2005 Carlson Marketing. All rights reserved.
Updated August 7, 2006 6
Be Well Program Engagement Program Engagement Opportunities
CareAllies Health Assessment Carlson Companies Healthy Living Educational
Activities Carlson University Courses Brown Bags Webinars Special Events Guest Speakers Evening Out Sessions Hennepin Health Series New Moms and Dads
© 2005 Carlson Marketing. All rights reserved.
Updated August 7, 2006 7
Be Well Engagement Program Assumptions Incentive Best Practices for Chronic Condition and Lifestyle
Management and Health Coaches Award at the start of program Smart Steps Chronic Condition Management: Ongoing and no end date for
incentives Based on behavior modification models, awarding at specific intervals garners the greatest
success
Lifestyle Management: Timed with ending date Award at the end of the program, regardless of how long the agreed upon program takes to
complete Stress Management 4 - 6 months Weight Management 6 - 12 months Smoking Cessation 6 - 12 months
Health Coach: Timed with ending date Typically 4 - 6 months
Based on participation and not outcome Maintain equity of incentives, avoid value judgments on which programs
should get “more” or “less” points Applies to both self-referred and program driven participants
© 2005 Carlson Marketing. All rights reserved.
Updated August 7, 2006 8
Be Well Engagement Program Assumptions
Projected Participation Rates 12,620 total employees (including Navigant & CHW
Managed Hotels) 9,700 employees projected to sign up for benefits Smart Steps Chronic Condition Management only open to
benefits enrolled employees Lifestyle Management and Health Coach open to entire
employee population
15% or 1,455 (15% of 9,700 enrolled) employees are impacted by the disease states covered in Smart Steps Chronic Condition Management
60%, or 873 will work with a Chronic Care Coach
© 2005 Carlson Marketing. All rights reserved.
Updated August 7, 2006 9
Be Well Engagement Program Assumptions
23% of Americans smoke, or 2,903 Carlson employees could take the Smoking Cessation program via Lifestyle Management
64% of American’s are obese, or 8,077 Carlson employees could get involved in Weight Management via Lifestyle Management
10% of American’s are stressed, or 1,262 Carlson employees could get involved in Stress Management via Lifestyle Management
Lifestyle Management maximum potential employee participation is 12,241
Assuming 25% participation brings total to 3,060 employees who begin the program
© 2005 Carlson Marketing. All rights reserved.
Updated August 7, 2006 10
Be Well Engagement Program Assumptions
Health Coach maximum potential employee participation is 12,620
Assuming 60% qualify (7,572) and 30% participate, it brings the total to 2,272 employees
Assuming Health Assessment maximum potential employees is 12,620
Approximately 60% will fill out the assessment with an incentive (only 15-20% with no incentive), or 7,572
Carlson Companies Healthy Living Educational Activities will have 25% participation
Total projected employee participation at 25% is 3,155 Employees will take an average of three activities, with
approximately one points based activity
© 2005 Carlson Marketing. All rights reserved.
Updated August 7, 2006 11
Be Well Engagement Recommendations
Smart Steps Chronic Condition Management 50,000 points start of ongoing program 2,000 points each month in program
Lifestyle Management 25,000 points start of timed program 50,000 points upon graduation from program
Health Coach 25,000 points at start of program 10,000 points upon graduation from program
© 2005 Carlson Marketing. All rights reserved.
Updated August 7, 2006 12
Be Well Engagement Recommendations
CareAllies Health Assessment 20,000 points for completion of HA Sweepstakes for five $100 gift cards for people
who agree to be contacted by a Health Coach Positively kick off new Be Well program Provides catalyst for employees who want to live healthful
lives Great offer to employees as part of their overall health benefit
package Leverage in attracting talented employees
© 2005 Carlson Marketing. All rights reserved.
Updated August 7, 2006 13
Be Well Engagement Recommendations
Carlson Companies Healthy Living Educational Activities
Online Learning Opportunities, two per month 2,500 points for completion Hennepin Health Series, Carlson University, Webinars For example, How to be a Healthy Consumer, How to Chose a Doctor Q4 2005 – Navigant Carlson University classes Logistics for providing points outside Carlson University to be
determined
Brown Bags, one per month Merchandise giveaways, such as pedometers, water bottles and
magnets Tap into vendors and operating groups, such as CMW Merchandise
Group for a luggage giveaway, American Cancer Society for pens, CHW merchandise, etc.
© 2005 Carlson Marketing. All rights reserved.
Updated August 7, 2006 14
Be Well Engagement Recommendations
Special Events, two per year Sweepstakes drawing for attendees Kick-off of Be Well launch and Town Halls for Fall 2007 new
benefits Work with partners to secure trips, free hotel stays, luggage,
grills, etc.
Guest Speakers, two per year Sweepstakes drawing for attendees Work with partners to secure trips, free hotel stays, luggage,
grills, etc.
© 2005 Carlson Marketing. All rights reserved.
Updated August 7, 2006 15
Be Well Engagement Recommendations
Evening Out Sessions, one per quarter Giveaways at session, such as pedometers, water bottles and
magnets Tap into vendors and operating groups such as CMW
Merchandise Group for a luggage giveaway, American Cancer Society for pens, CHW merchandise, etc.
New Moms and Dads Giveaways at session, such as pedometers, water bottles and
magnets Tap into vendors and operating groups such as CMW
Merchandise Group for a luggage giveaway, American Cancer Society for pens, CHW merchandise, etc.
© 2005 Carlson Marketing. All rights reserved.
Updated August 7, 2006 16
2007 Be Well Engagement Costs Cost Rate of Gold Points: $.0018 per point
Transfer rate, no mark up
Smart Steps Chronic Condition Management – 873 employees 50,000 points (start of program) X 873 = 43,650,000 points or $78,570 2,000 points (monthly) X 873 = 1,746,000 points X 12 = 20,952,000 points
or $37,714 Total Projected Cost: $116,284 $133.20 per participating employee
Lifestyle Management – 3,060 employees 25,000 points (start of program) X 3,060 = 76,500,000 points or $137,700 50,000 points (graduation) X 3,060 = 153,000,000 points or $275,400 Total Projected Cost: $413,100 $135 per participating employee
© 2005 Carlson Marketing. All rights reserved.
Updated August 7, 2006 17
2007 Be Well Engagement Costs Health Coach – 2,271 employees
25,000 points (start of program) x 2,271 = 56,775,000 or $102,195
10,000 points (graduation) x 2,271 = 22,710,000 or $40,878 Total Projected Cost: $143,073 $46.76 per participating employee
Carlson Companies Healthy Living Activities – 3,155 employees
2,500 average points X 3,155 = 7,887,500 or $14,198 $4.50 per course per participating employee
© 2005 Carlson Marketing. All rights reserved.
Updated August 7, 2006 18
2007 Be Well Engagement Costs Health Assessment – 7,572 employees
20,000 points X 7,572 = 151,440,000 points or $272,592 Plus $500 for Sweepstakes, and $8,000 for set up of
promotion $281,092 total cost $37.28 per participating employee
Miscellaneous bucket recommended for responding to Be Well needs throughout the year, i.e. if momentum begins to slow down, initiate a promotion or activity
50,000,000 points or approximately 4,000 per employee (12,620) totaling $90,000
$7.13 per employee
© 2005 Carlson Marketing. All rights reserved.
Updated August 7, 2006 19
2007 Be Well Engagement Costs Sweepstakes Opportunities – Best Practices
Participate and Win: Sign up for one activity or program with the Be Well program in 2007 and be entered to win a full year Health Insurance covered by Carlson Companies
Cost approximately $8,000 for Sweepstakes and cost of one year insurance coverage
Grand Total without Health Assessment $776,654 $61.54 per employee (12,620)
Grand Total with Health Assessment $1,057,746 $83.82 per employee (12,620)
© 2005 Carlson Marketing. All rights reserved.
Updated August 7, 2006 20
Be Well Measurement
$15,000 budgeted to review the effectiveness of the Be Well program, including incentives
View overall ROI Understand number of points given/cost as
compared to healthcare cost savings
© 2005 Carlson Marketing. All rights reserved.
Updated August 7, 2006 21
Be Well Incentive Rules Currently Established Rules
Points will not be verified if employee claims that they did not receive their points. CMW will simply add points to the employees total
No limit to the number of points an employee can earn in their entire career at Carlson Companies as associated with Wellness
All point claims are subject to review and verification Carlson Companies reserves the right to change the rules Employees will receive their points once a month Health Assessment payout at the end of submission deadline Employees can sign up for the same Lifestyle Management
program or Health Coach program when a new Health Assessment is complete each year, with no limit
© 2005 Carlson Marketing. All rights reserved.
Updated August 7, 2006 22
Health Care Engagement Summary2007 Carlson
Incentives
(Per Year)
(Per Person)
Best Practices
(Per Year)
(Per Person)
Best Practice Examples 2007 Projected Eligible Employees and Active Participation Rates
2007 Projected Cost
Health Assessment
$37.28 $50 - $500 Cash, Health Insurance Discounts, Health Reimbursement Account Funds, Health Club Discounts
100% of total population
60% actively participate
$281,092
Chronic Care Management
$133.20 $200 - $600 Cash, Health Insurance Discounts, Health Reimbursement Account Funds, Health Club Discounts
15% of benefits enrolled population qualify
60% actively participate
$116,284
Lifestyle Management
$135 $75 - $300 Cash, Health Insurance Discounts, Health Reimbursement Account Funds, Health Club Discounts
23% smoke, 64% obese and 10% stressed of total population qualify
25% actively participate
$413,100
Health Coach $46.76 $50 - $100 Rewards 60% of total population qualify
30% actively participate
$143,073
Carlson Healthy Living Activities
$4.50 $150 - $300 Wellness Credits, Health Club Subsidies, Cash, Sweepstakes
100% of total population
25% actively participate
$14,198
Miscellaneous Bucket
$7.13 TBD $90,000
Sweepstakes $8,000
Set Up
Averages 5-10 per year
Free Medical Coverage, Hotel Stays, $50 Gift Certificates