1. Session 5: Optimizing Design 1

2. 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 2

3. 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. 3

4. 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. 4

5. Goals for this session 1.Understand what it means to optimize 2.Review previous competencies (commitment, infrastructure, planning, and support) 3.Consider how to get the most of internal resources 4.Consider how to optimize external resource 5.Pair up with another champion for mutual support 6.Review a “Daily Question” exercise 7.Select an area to optimize from above 5

6. Optimize – make the best or most effective use of (a situation, opportunity, or resource) – make (something) as good or as effective as possible 6

7. Cycle of Improvement 7

8. Evolution Readiness Learn Implement Optimize At each stage When you optimize you increase your readiness Commitment &Ownership Commitment drives evolution 8

9. Remember from Session # 3 Know Infrastructure  Where are you now?  Where are you headed?  How can you make the most of the journey? 9

10. Small Business Tool Tip Doing your best? 1.communicate about the program in ways that engage workers? 2.role model a healthy lifestyle? 3.Leverage the resources ACEC has available to me? 4.find or engage allies to help? 5.get management support for health and wellness? 6.plan and/or grow the program? Today, did I do my best to… Not at allA littleSomeMuchA Great Deal 10

11. Today, did I do my best to… Not at allA littleSomeMuch A Great Deal 1.communicate about the program in ways that engage workers?  2.role model a healthy lifestyle?  3.leverage the resources ACEC has available to me?  4.find or engage allies to help?  5.get management support for health and wellness?  6.plan and/or grow the program?  11

12. What are we optimizing? Your champion competencies (internal) ACEC Designed Wellness Tools and Features (external) 12

13. External/Internal You can always take external resources and make them internal. You don’t have to take ACEC external resources as is. Feel free to customize them to make them internal to their organization. Examples: – Incentives (“if you complete your PHA by DATE, you will be entered in a randomized drawing for prizes”) – Acknowledging winners internally – Create your own newsletter – Create an Intranet page with wellness materials for your employees 13

14. What are we optimizing? External  Use of Monthly newsletter (including tip of the month)  Other resources from Lindsay (consultation, emails, etc.)  HealthyRoads Portal features & Challenges  ENGAGE HealthyRoads Marketing materials  Incentives – Are they working?  Use of ACEC Designed Wellness Champion Portal (e.g. Blogs)  Champion Training/Lunch & Learn (Stress, Diet & Nutrition)  Leveraging other resources (Insurance, UHC, Employee Assistance, Disease Management, NurseLine, etc., Community Links) Are you getting the most out of these external resources? 14

15. Poll # 1  Use of Monthly newsletter (including tip of the month)  Other resources from Lindsay (consultation, emails, etc.)  HealthyRoads Portal features & Challenges  ENGAGE HealthyRoads Marketing materials  Incentives – Are they working?  Use of ACEC Designed Wellness Champion Portal (e.g. Blogs)  Champion Training/Lunch & Learn (Stress, Diet & Nutrition)  Leveraging other resources (Insurance, UHC, Employee Assistance, Disease Management, NurseLine, etc., Community Links) Are you getting the most out of these external resources? 1)Not at all 2)Not as much as we could 3)To some positive degree 4)To a degree I am happy with 15

16. What are we optimizing? Internal  Your commitment to health (body, mind, purpose, relations, etc.)  Your role as a champion  Infrastructure inside the firm (SET-UP, COMMUNICATIONS, CULTURE)  Support for Wellness inside the firm  Internal planning activities  Leveraging current policy and benefits  Your own self-generated campaigns  Identifying your internal Champions (“local heroes”)  Internal needs assessments and surveys Are you getting the most out of your internal resources? 16

17. Poll # 2 Are you getting the most out of these internal resources? 1)Not at all 2)Not as much as I could 3)To some positive degree 4)To a degree I am happy with  Your commitment to health (body, mind, purpose, relations, etc.)  Your role as a champion  Infrastructure inside the firm (SET-UP, COMMUNICATIONS, CULTURE)  Support for Wellness inside the firm  Internal planning activities  Leveraging current policy and benefits  Your own self-generated campaigns  Identifying your internal Champions (“local heroes”)  Internal needs assessments and surveys 17

18. Review of Internal Competencies 1 18

19. Review of Internal Competencies 2 19

20. Review Commitment & Ownership 3 A) enjoying my role as a champion B) can fulfill my role as a champion C) am a role model in wellness A and B) enjoying + fulfilling role B and C) fulfilling role + role model A and C) enjoying + role model A, B, and C) all Commitment “Self-Reflection” Exercise Next Level of Ownership Where will your firm be in the next 6 months? (%) 20

21. Review Infrastructure/Planning 4 High Priority Needs Help 8 1 10 4 7 5 63 Indicating high priority and high need for help Programs that you want to deliver or strengthen in the coming months (number endorsing) 21

22. Review Internal Support 5 Indicate whether and how much you may need support now or in the coming months? Gaining support requires strategy, knowledge, communication, skill and influence on your part. Which of the following have you tried so far? * 22

23. Poll # 3 Where are you right now with your internal competencies? A)I am mostly getting ready for the next level B)I am learning C)I am immersed in implementing D)I feel like I am optimizing my internal resources 23

24. Review of External Resources 1  Use of Monthly newsletter (including tip of the month)  Other resources from Lindsay (consultation, emails, etc.) 24

25. Review of External Resources 2  HealthyRoads Portal features & Challenges  ENGAGE HealthyRoads Marketing materials 25

26. Review of External Resources 3 * have you considered adding more (internal) incentives to the program? Even a small budget can help.  Incentives – Are they working? 26

27. Review of External Resources 4  Use of ACEC Designed Wellness Champion Portal (e.g. Blogs)  Champion Training/Lunch & Learn (Stress, Diet & Nutrition) 27

28. Review of External Resources 5  Leveraging other resources  Insurance  UHC  Employee Assistance  Disease Management  Nurse Line, etc.  Community Linkages 28

29. Poll # 4 Where are you right now with your external competencies? A)I am mostly getting ready for the next level B)I am learning C)I am immersed in implementing D)I feel like I am optimizing my external resources 29

30. What is your best next step? Optimizing does not mean you have to do everything. You may only need to enhance one feature that is already in place. What are some areas that you can optimize? Doing your best Internal Resources External Resources Customizing External 30

31. Pair up with Champion 31