Session 1: Champion Training Framework

Introductions Lindsay Simone, Manager of Wellness Programs Kayla Begley, Wellness Service Representative Joel Bennett, Consultant and Trainer Poll: Who are You?

Purpose of Champion Training To provide simple, ongoing education and support for firm-level Wellness Champions who are critical to the success of the Designed Wellness initiative* *as recommended by the initial needs assessment and the Wellness Advisory Council

Key Deliverables Provide champions both the tools and training to feel confident in their abilities to implement the program at all stages of development. Facilitate a community of practice to empower Champions to work and learn from each other. Help champions to optimize engagement of employees and leverage all of the resources that they have available to them.

Your Role At ACEC Life/Health Trust, we recognize effective wellness programs often have an internal employee or employees who “own” the program, help to get employees engaged, and seek to build a healthy work culture. There are different titles used for these special people; for example, ambassadors, champions, health advocates, facilitators, sparkplugs, and cheerleaders. Whatever title you choose, we provide you with a variety of updated resources to help you in your efforts.

Session Objectives As a result of this session, participants will be able to: 1.Identify different characteristics of effective wellness programs 2.Identify the 10 competencies for being a wellness champion -- small business one-step-at-a-time 3.Use a self-coaching tool for tracking their competency development SB

Today’s Outline 1.Defining Champion: A Competency-based approach 2.What You Do – Brief Examples of Key Program Elements 3.Self-Coaching for Champions – Introduction to Champion Coaching Tool Your Well-Being Your Self-Efficacy (Confidence) Ten Champion Competencies

Tools and Resources Associated With This Session Self-Coaching Tool: Rating Form + Back Page Resources | Web Links to: – CDC “Essential Elements of Effective Workplace Programs”Essential Elements of Effective Workplace Programs – HERO “Balanced Score Card”Balanced Score Card – CDC “Worksite Health Score Card”Worksite Health Score Card Small Business tool-tip for session

Defining Champion Part 1

Cham ⦁ pi ⦁ on Champions aren't made in gyms. Champions are made from something they have deep inside them - a desire, a dream, a vision. They have to have last-minute stamina, they have to be a little faster, they have to have the skill and the will. But the will must be stronger than the skill. -- Muhammad Ali

Champions work across 4 domains Personal/subjective: Your own well-being, commitment, will/ confidence, and knowledge and skills as a champion (‘I’) Personal/objective: Your behaviors, actions, and communications that effect others (e.g., role modeling) (‘It’) Group/subjective: The culture of health, how employees perceive health in the group; and how well you “read” this culture (‘We’) Group/objective: Tools, data, frameworks, spreadsheets you use to do your job (e.g., strategic plan) (‘Its’)

This competency-based training begins with your own perceived 1.well-being 2.personal commitment (will) 3.sense of confidence (self-efficacy) 4.knowledge, skills, and capacity to lead in 10 areas

Make the Commitment Know Infrastructure Gain SupportBuild the PlanOptimize DesignCommunicate Engage External Resources Evaluate for Success Professional Development Celebrate Engage External Resources Evaluate for Success Professional Development Celebrate Laying the Foundation Building Sustaining Laying the Foundation Building Sustaining Ten Competencies

As our sessions progress, you will be developing Knowledge (how to work w/tools, data, etc.) Skills (your own behaviors as a champion in the different competency areas) A sense of a shared health culture community of practice with other champions

What You Do Part 2: Previewing Goals

Brief Examples of Key Elements A Preview of Tools from 2000 to 2012 Note. ACEC Designed Wellness is committed to providing tips for Small Businesses in every one of our training sessions SB

1.Align with business strategy 2.Create diverse teams (HR, benefits, safety, legal) 3.Cultivate champion(s) with a sense of purpose 4.Put senior managers/business ops on the team 5.Assure health promotion staff are heavily engaged Classic Benchmarking Study (2000) * *Goetzel, R., Guindon, A., Turshen, I., & Ozminkowski, R. (2001). Health and productivity management. Journal of Environmental & Occupational Medicine, 43(1), Emphasize quality-of-life improvement, not just cost cutting 7.Increase importance of evaluation over time 8.Communicate constantly and throughout the organization 9.Show a constant need to improve BY learning from others 10. Have fun SB

TOTAL WORKER HEALTH™ Essential Elements of Effective Workplace Programs (2007) Organizational Culture and Leadership – human-centered, leadership, engage mid-management Program Design – clear principles, consistency, promote ee participation, tailor to specific worksite, consider incentives, use the right tools, adjust as needed Program Implementation and Resources – start small-scale up, provide resources, communicate strategically, build accountability Program Evaluation – Measure and analyze, learn from experience * CDC Model: SB

 Strategic planning (formal plan with objectives)  Leadership engagement (senior, champions, policies)  Program level management  Programs (risk appraisal, evidence-based lifestyle management)   Engagement methods (engaging communication, incentives)  Measurement and evaluation Best Practice Score-Card (2010)*  Program diversity (safety, diet, exercise, occ. health, EAP)  Vendor alignment and coordination  Very good access to program for all workers  Benefits design promotes utilization SB

 Organizational Supports (18 items)  Tobacco Control (10 items)  Nutrition (13 items)  Physical Activity (9 items)  Weight Management (5 items)  Stress Management (6 items)  Depression (7 items)  High Blood Pressure (7 items)  High Cholesterol (6 items)  Diabetes (6 items)  Signs/Symptoms of Heart Attack & Stroke (4 items)  Emergency Response to Heart Attack & Stroke (9 items) The CDC Worksite Health Score Card (2012)

The CDC Worksite Health Score Card (2012) from page 13…. SB

Self-Coaching Part 3: Your First Tool! Competencies Self-efficacy Your own Well-Being

How is YOUR well-being? For each area of well-being, give yourself up to 100 points for your LEVEL & CAPACITY for greater health. 100 = I am doing fantastic! Couldn’t be doing any better 50 = I am just getting by right now. Not too good but things could be better and worse 0 = I am unhealthy, in pain, very low energy, depressed, lonely, low hope. Mind Body Purpose Finance Relations Environment My Designed Wellness Champion “Self-Coaching” Tool Purpose

B M P R F E

Poll # 1 Which of these most motivates you or inspires you to be a wellness champion?

How is YOUR well-being? For each area of well-being, give yourself up to 100 points for your LEVEL & CAPACITY for greater health. 100 = I am doing fantastic! Couldn’t be doing any better 50 = I am just getting by right now. Not too good but things could be better and worse 0 = I am unhealthy, in pain, very low energy, depressed, lonely, low hope. I have positive impact Self-efficacy checklist I have resources I need I have tools that work My job is clear I am well-trained I am effective My efforts have positive impact Mind Body Purpose Finance Relations Environment Designed Wellness Champion “Self-Coaching” Tool I have resources I need I have tools that work I am seen as a leader I am well trained I meet challenges My effort have a positive impact 65%45%25%35%65%50% % Saying “YES”

Where are you now?  Where do you want to be?  What is the priority?  How will you get there?  How will you know?  Can you celebrate successes? Commitment Infra- structure Support Planning Optimizing Communicating Resourcing Professional Development Celebrating B M P R F E Evaluating Your competency level? For each of the 10 support areas rate yourself anywhere from 1 (high; toward the center) to 7 (low, on the circle). Place a mark. Then connect the marks 7 = I am very productive, met goals, success! 4 = I am just getting by; doing things but little progress. 1 = I am frustrated, inactive, things have stalled, failure sample illustration This is one of several ways to draw your productivity map My Designed Wellness Champion “Self-Coaching” Tool

For each of the 10 support areas rate yourself anywhere from 1 (high; toward the center) to 7 (low, on the circle). 7 = I am very productive, met goals, success! 4 = I am just getting by; doing things but little progress. 1 = I am frustrated, inactive, things have stalled, failure. Foundation Building Sustaining

Laying the Foundation Make the Commitment What does ownership mean? Making commitments, 1 st steps, agreements, carving out your role: Admin? Strategist? Tech? Coach? Know Infrastructure Know basic wellness components, case studies, and Best Practices. What’s in place in your firm: Policy? Culture? Environment? Benefits? Gain Support Leadership & management buy-in, wellness committee, touch points, making a case for wellness, finding allies, sparkplugs

Building Build the Plan Strategy, administration, project management, spreadsheets, goal setting, mission statements, selecting your dimensions of wellness Optimize Design Who, what, where, when, how/tailor program for participation; take advantage of resources (i.e. through insurance company, EAP) Communicate Internal marketing, social marketing, creating a message, branding your wellness program; being creative; enlisting others; social media Engage External Resources Connecting with resources (free, online, community). “Thinking outside the box” for additional pieces to include in the program

Sustaining Evaluate for Success Develop objectives; integrate data systems; Evaluation of progress, achieving goals, SMART goals; proof; make sure data is relevant Professional Development Certification, training, exploring passions, enhancing your role as Champion; tie in to what you love about this Celebrate Showcasing improvements/progress, demonstrate worth of program; identifying and rewarding best-practices; employee testimonials

Poll # 2 In which area do you spend most of your time right now? (1) (2) or (3) 1 2 3

Wrap-up Defined champion (I, It, We, Its) Identified 10 champion competencies Identified characteristics of effective programs Introduced Self-Coaching Tool