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Wellness Planning Tips for Small and
Medium Size Businesses
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Larry S. Chapman MPH President and CEO Chapman Institute
Seattle, WA 98155 (206) 364-3448
© Chapman Institute. All rights reserved.
Agenda
• What planning models work well with small and medium size organizations?
• Ten planning tips
• Summary of main points
• A little bit about the Chapman Institute…
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© Chapman Institute. All rights reserved.
First….
Introduction to incentives in
worksite health promotion
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What planning models work well with small and medium size organizations?
© Chapman Institute. All rights reserved.
My Definitions…..
Wellness: “An intentional choice of a lifestyle characterized by
personal responsibility, moderation, and maximum personal
enhancement of physical, mental, emotional and spiritual
health.”
Worksite Wellness Program: “An organized program in the
worksite that is intended to assist employees and their family
members (and/or retirees) in making voluntary behavior
changes which reduce their health and injury risks, improve
their health consumer skills and enhance their individual
productivity and well-being.”
Source: Chapman, L. Planning Wellness: Getting Off to a Good Start, Chapman Institute, 2013, p. 207.
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© Chapman Institute. All rights reserved.
Lots of Ways to “Do” Wellness…
Quality of Work
Life Approach Program Model
• Fun activity focus
• No risk reduction
• No high risk focus
• Not HCM oriented
• All voluntary
• Site-based only
• No personalization
• Minimal Incentives
• No spouses served
• No evaluation
Morale-Oriented
Main Features
Primary Focus
Traditional
Approach
• Mostly health focus
• Some risk reduction
• Little high risk focus
• Limited HCM oriented
• All voluntary
• Site-based only
• Weak personalization
• Modest Incentives
• Few spouses served
• Weak evaluation
Activity-Oriented
Population
Health
Management
• Add productivity
• Strong risk reduction
• Strong high risk focus
• Strong HCM oriented
• Some required activity
• Site and virtual both
• Strongly personal
• Major Incentives
• Many spouses served
• Rigorous evaluation
Results-Oriented
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Source: Chapman, L. Planning Wellness: Getting Off to a Good Start, Chapman Institute, 2013, p. 225.
© Chapman Institute. All rights reserved.
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Larger Organization Program Planning Model
© Chapman Institute. All rights reserved.
Six Step to
Designing Your
Wellness Program
for Small and
Medium Size
Organizations
Scope the Program
Plan Infrastructure
Plan Communications
Plan Health Management Process
Plan Group Activities
Plan Supportive Environment
Step #1
Step #2
Step #3
Step #4
Step #5
Step #6
Source: Chapman, L., Planning Wellness: Getting Off to a Good Start, 2013, p. 225.
Small and Medium Size Program Planning Model
© Chapman Institute. All rights reserved.
Next Topic….
Introduction to incentives in
worksite health promotion
8
Ten planning tips
© Chapman Institute. All rights reserved.
Planning Tip #1
Make sure you clearly
understand your
“mandate”.
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• Idea only?
• Feasibility?
• Brief proposal?
• Major proposal?
• Program?
© Chapman Institute. All rights reserved.
Planning Tip #2
Plan on a One Page
Summary of the
Program Proposal
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• Exec Summary
• Overview
• Needs
• Mission and vision
• Proposed activities
• Budget
• Evaluation plan
• Next steps
• Exhibits
© Chapman Institute. All rights reserved.
Planning Tip #3
“Scope” the program
as soon as possible.
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• Target population?
• Launch date?
• General focus?
• Program model?
• Primary goals?
• Participants?
• Incentives?
© Chapman Institute. All rights reserved.
Planning Tip #4
Identify the needed
administrative
infrastructure
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• Brand?
• Coordinator?
• Budget?
• Vendors?
• Advisory Committee?
• Champions?
• Work program?
• Calendar?
© Chapman Institute. All rights reserved.
Planning Tip #5
Lay out the
communications
activity and program
marketing activity.
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• eHealth portal?
• Wellness newsletter?
• Online modules
• Emails?
• Champions?
• Calendar?
• Meeting announcements?
© Chapman Institute. All rights reserved.
Planning Tip #6
Identify the health
management process
options to be
provided.
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• HRA?
• Coaching?
• Screening?
• eHealth portal?
© Chapman Institute. All rights reserved.
Planning Tip #7
Plan out the group
activities
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• Walking club?
• Recreation?
• Lunch n’ learn?
• Vendors?
• Advisory Committee?
• Champions?
• Work program?
• Calendar?
© Chapman Institute. All rights reserved.
Planning Tip #8
Plan out the
“supportive
environment”
changes to be
made.
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• Smoking policy?
• Flex-time?
• Health plan design?
• Exercise facility?
• Food choices at work?
© Chapman Institute. All rights reserved.
Planning Tip #9
Make sure you
address “AMSO”.
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• Awareness
• Motivation
• Skill acquisition
• Opportunity to practice
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Planning Tip #10
Plan a simple
program evaluation
process.
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• Participation
• User feedback
• HRA changes
• Biometric changes
• Sick leave
• Presenteeism
© Chapman Institute. All rights reserved.
Next Topic….
Introduction to incentives in
worksite health promotion
19
Summary of main points
© Chapman Institute. All rights reserved.
Summary of Main Points
• Programs for small and medium size organizations need to be well
designed, but can be simpler.
• Must define “wellness” for your organization.
• Lots of different ways to do wellness.
• The planning approach for small and medium size organizations is
not as complex as for large organizations.
• The six step program planning model works well for small and
medium size organizations.
• Each step in the planning model requires choices and is related to
the other steps.
• Its important that your program addresses “AMSO”.
• Its important to do formal evaluation of your program.
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© Chapman Institute. All rights reserved.
Next Topic….
Introduction to incentives in
worksite health promotion
21
A little bit about the Chapman Institute…
© Chapman Institute. All rights reserved.
The Chapman Institute
Five (5) levels of professional certification for worksite wellness practitioners. Both Online and Onsite: - CWPC (Level 1) May & Sept, 2013 - CWPM (Level 2) May & Sept, 2013 - CWPD (Level 3) - CWWPC (Level 4) - CWWP (Level 5) 30+ recertification online modules eBooks “New Research Findings” “Excellent National Wellness Resources”
Visit www.chapmaninstitute.net
WellCertsm Program: “The premier practitioner certification program for the
Worksite Wellness field.”
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© Chapman Institute. All rights reserved.
Larry S. Chapman MPH (206) 364-3448
[email protected] www.ChapmanInstitute.net
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Questions…