return on investment roi in ky

Achieving a Return on Investment with Worksite Wellness

Teresa Lovely CHESKentucky Cabinet for Health & Family Services

Kentucky Chamber of Commerce

Cabinet for Health and Family Services

It’s About Reducing Our Health Risks

Reducing health risks =

Lower health care costs

Cabinet for Health and Family Services

Cost of Single Risk Factor

-6%6%

7%

9%11%

11%25%

26%45%

75%

-20% 0% 20% 40% 60% 80%

Eating Habits

Alcohol

Cholesterol

Exercise

BP

Seat Belts

Obesity

Smoking

Stress

Depression

Percent Higher Annual Health Costs

HERO Study

Larry Chapman , Summex, slide, October 1998 issue of the JOURNAL of OCCUPATIONAL and ENVIRONMENTAL MEDICINE, (Goetzel, Anderson, Whitmer, et.al., JOEM, (40) (10). October 1998; 1-12).

http://www.the-hero.org/research.htm

Cabinet for Health and Family Services

Cabinet for Health and Family Services

Cabinet for Health and Family Services

Proof Positive

Multi-component Strong Very Strong

Medical Self Care Very Strong Very Strong

High risk intervention Very Strong Very Strong

Tobacco use Strong Moderate

Hypertension control Very Strong Strong

Program Type Alter Behavior Reduce Costs

(Proof Positive, L. Chapman, 1999)

Cabinet for Health and Family Services

Latest ROI Research• City of N. Littlerock

– AAOHN J (2004) – 29% reduction in W. C.

• City of Enschede– OE Med (2004)– 20.3% reduction in sick leave absenteeism

• General Motors– JOEM (2002)– C/B ratio 1:2.3 (STD & LTD)

• Chrysler– JUOEH (2003)– Participation showed “dose related response on medical costs

• GlaxoSmithKline– JOEM (2003)– C/B ratio 1:6.13

Cabinet for Health and Family Services

What determines ROI ?• Starting point• Level and nature of interventions • Quality of incentives• Use of high participation strategies• Organization’s current culture• Quality of implementation• Quality of measurement methods(Source: Chapman, Summex)

Cabinet for Health and Family Services

Strategies to Enhance ROI• Individual interventions• Looks at health and productivity measures• Strong incentives• Include spouses• Annual HRA and follow-up• Address mental health issues• Link wellness to a consumer health plan

design(Source: L. Chapman, Summex, WELCOA)

Cabinet for Health and Family Services

Keys to Achieving ROI• High participation

• Greater intensity of interventions

• Works in any setting or size

• Annual Health risk assessment

• More comprehensive higher ROI

(L. Chapman, Summex, WELCOA)

Cabinet for Health and Family Services

Comprehensive Program DefinitionHealthy People 2010• Screening program. • Health education for employees. • Supportive social and physical environments.• Integration of the program into the organization’s

structure.• Linkage to related programs such as EAP.Partnership for Prevention (national membership organization) adds: • Follow up interventions in place to support behavior

change.• Evaluation and improvement process to enhance

program’s effectiveness

Cabinet for Health and Family Services

Organizational Keys to Achieving ROI

• Management vision and support

• Senior level “wellness champion”

• Vision passed down through all levels

• Grassroots” wellness champion”

• Health connected to what the organization does – goals

• Organization mission and wellness program mission should overlap

(Goetzel, WELCOA, Results Oriented, 2002)

Cabinet for Health and Family Services

A Higher Return on Investment

• Design and implementation will determine success and impact in reducing health-related costs. ROI

• Results oriented NOT activity oriented

• Must impact the utilization of health care

• Participation is key.

Source: Larry Chapman, Summex, WELCOA

Cabinet for Health and Family Services

Achieving High Participation

• Use incentives (even small ones)• Program fits needs• Promote! Promote! Promote!• Be visible• Make it fun and innovative• Remember the personal touch and

make it convenient

Cabinet for Health and Family Services

Kentucky Company Example

• Every year team sets goals

• 50% of team must participate

• All teams that achieve 100% as a team gets award

• $50 Individual award

N a m e _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ U n i t _ _ _ _ _ _ _ _ T e a m _ _ _ _ _ _ _

R u l e s :1 . 5 0 % o f t h e w o r k t e a m m u s t b e i n c l u d e d i n o r d e r t o q u a l i f y a s a w e l l n e s s t e a m .2 . M e m b e r s o f t h e t e a m w i l l b e a b l e t o m a k e u p p o i n t s f o r o t h e r m e m b e r s , b u t a n y o n e

t h a t i s n o t 0 0 % a s a n i n d i v i d u a l w i l l n o t r e c e i v e t h e t e a m a w a r d .3 . B l o o d T e s t a n d H R A b o o k l e t a r e m a n d a t o r y f o r e v e r y p a r t i c i p a n t .4 . M a x i m u m p o i n t s a n i n d i v i d u a l c a n a c h i e v e i s 5 , 0 0 0 . T h e m i n i m u m i s 2 , 5 0 0 .

P o i n t s G o a l

5 0 0 _ _ _ _ _ C h o l e s t e r o l i n r a n g e

7 5 0 _ _ _ _ _ C o m p l e t e M e d i c a l P h y s i c a l

7 5 0 _ _ _ _ _ C o n s u l t a t i o n – ( i n c l u d e s B P , B o d y C o m p . , a n d W / H i n w e l l n e s s o f f i c e )

2 5 0 _ _ _ _ _ B l o o d P r e s s u r e i n r a n g e ( < 1 4 0 / 9 0 )

2 5 0 _ _ _ _ _ B o d y C o m p o s i t i o n i n r a n g e ( a c c o r d i n g t o W e l l n e s s O f f i c e )

2 5 0 _ _ _ _ _ W a i s t a n d H i p M e a s u r e m e n t i n r a n g e ( a c c o r d i n g t o W e l l n e s s O f f i c e )

7 5 0 _ _ _ _ _ F i t n e s s T e s t ( i n c l u d e s a e r o b i c t e s t , f l e x i b i l i t y , g r i p s t r e n g t h , p u s h - u p s , a n d

c r u n c h e s )

2 5 0 _ _ _ _ _ A e r o b i c E x e r c i s e i n r a n g e ( t e s t e d i n W e l l n e s s O f f i c e )

2 5 0 _ _ _ _ _ S t r e n g t h e n i n g E x e r c i s e i n r a n g e ( t e s t e d i n W e l l n e s s O f f i c e )

5 0 0 _ _ _ _ _ N o T o b a c c o U s e

5 0 0 _ _ _ _ _ N o o r L o w A l c o h o l U s e

S p o u s e P a r t i c i p a t i o n

R u l e : M u s t h a v e B l o o d w o r k t u r n e d i n t o W e l l n e s s O f f i c e a n d f i l l o u t H R A b o o k l e t t op a r t i c i p a t e .2 5 0 _ _ _ _ _ H R A B o o k l e t

2 5 0 _ _ _ _ _ B l o o d w o r k

2 5 0 _ _ _ _ _ B l o o d P r e s s u r e i n R a n g e ( < 1 4 0 / 9 0 )

2 5 0 _ _ _ _ _ N o T o b a c c o U s e

T o t a l _ _ _ _ _ T o t a l A m o u n t o f P o i n t s S i g n e d u p f o r

I p l a n o n c o m p l e t e i n g t h e s e h e a l t h g o a l s b y 1 2 / 3 1 / 0 3 .

S i g n a t u r e _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ D a t e _ _ _ _ _ _ _ _ _ _

Team Wellness Goals

Cabinet for Health and Family Services

Example Kentucky Company

1098 56

147

609680

798 803 853

-5050

150250350450550650750850950

'97 '98 '99 '00 '01 '02 '03 '04 '05

Individuals

Team Health Goals Met

Cabinet for Health and Family Services

Example Kentucky Company

49

79 85 8393 99.6 99 97

0102030405060708090

100

'97 '98 '99 '00 '01 '02 '03 '04

% Completed

Health Risk Assessment Participation

Cabinet for Health and Family Services

Strategic and comprehensive process to address risks

Address needs and wants of participants

Convenient and uses the personal touch

Worksite Wellness gets the most results when …..…

Cabinet for Health and Family Services

Get Healthy Kentucky•

gethealthyky.gov

Cabinet for Health and Family Services

CDC Worksite Program Tools

• Stairwell• Garden Market• Cost calculators• Toolkits • Quick resources• Credible useful resource linkshttp://www.cdc.gov/nccdphp/dnpa/hwi/index.htm

A “one-stop shopping” location for program resources.

Cabinet for Health and Family Services

Wellness Councils of America • Free Resources

– Special reports– Interviews– Presentations– Case Studies– ROI information– Surveys and Samples– Incentive programs

Cabinet for Health and Family Services

Partnership for a Fit Kentucky• www.fitky.org• Worksite wellness toolkit• Strategies that work• Regional coalitions• Worksite wellness coalitions

Links

Cabinet for Health and Family Services

QUESTIONS?