planning tips chapman 2013

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

LChapman@ChapmanInstitute.net

© 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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First….

Introduction to incentives in

worksite health promotion

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What planning models work well with small and medium size organizations?

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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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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

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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

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Next Topic….

Introduction to incentives in

worksite health promotion

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Ten planning tips

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Planning Tip #1

Make sure you clearly

understand your

“mandate”.

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• Idea only?

• Feasibility?

• Brief proposal?

• Major proposal?

• Program?

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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

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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?

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Planning Tip #4

Identify the needed

administrative

infrastructure

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• Brand?

• Coordinator?

• Budget?

• Vendors?

• Advisory Committee?

• Champions?

• Work program?

• Calendar?

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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?

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Planning Tip #6

Identify the health

management process

options to be

provided.

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• HRA?

• Coaching?

• Screening?

• eHealth portal?

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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?

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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?

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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

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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

LChapman@ChapmanInstitute.net www.ChapmanInstitute.net

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Questions…