1. “For the Health of It” Presented By: Sue Brown Wellability January 30, 2004

2. Introduction Our Goal: Develop well workplaces/communities. Today’s Objective: Provide you with whatever knowledge, skill, resource you need to move toward your goal.

3. We Need to Know …. Who you are? –Name, org., position Where your organization/community is in the process of change? –Pre-contemplative, contemplative, preparation, action, maintenance Why you are here? –What do you want to learn, do, get?

4. Agenda Best Advice. Why wellness? How to get commitment? How to involve & motivate others? Planning to achieve outcomes. What to measure? Maintaining commitment & interest.

5. “Best Advice” “Best Advice” Integrate the wellness strategy into the organization/community business objectives. Design a preventative strategy that will change the individuals/org./community Problem solve to overcome your barriers using the best resources possible. Design evaluation process to show progressive improvements over time.

6. Common Understanding Difference between wellness, health promotion, work-life ……? I don’t care! –Use what works for you/your org,/your client. What is important? –that there is an common understanding of what it is to you/your org./client. What do you call it? –Write down what it is to you using one - three word descriptors on participant Worksheet # 1 What are the major components?

7. Why Wellness? Business Objectives that wellness can help achieve: –Health Enhancement –Cost containment/reduction –Employee/member satisfaction –Customer loyalty –Productivity –Absence management –Recruitment/retention –Image –Others?

8. Business Objectives Does your org have an annual operating plan? Do you know what it is? Do you know when and how it is developed? Who allocates the resources required to achieve these objectives? Are you/your dept. expected to help contribute to achieving these objectives?

9. Group Exercise - Worksheet # 2 Write one 2003/04 business objective for your org. Discuss how wellness can help your organization achieve this objective. Write it as a program goal. Key Message. Identify Organizational Drivers.

10. Getting Commitment Can you convince senior ex. that wellness can achieve these business objectives? YesNoDon’t Know How? –Business case. Current status. Research –norm/healthy standard –typical outcomes. Develop wellness strategy/costs. Calculate/project benefits if implemented. Calculate/project costs if not implemented. Example

11. Group Exercise - Worksheet # 3 Choose an outcome goal and determine how you would: –illustrate current status. –national/industry/healthy norm. –estimate probable degree of success. –calculate potential outcome for your org. –compare it to outcome if nothing is done. Key Message Develop business case for wellness

12. Involve Others - Integrate Why? –Common understanding of wellness –Commitment to strategy –Participation Who? –Managers, unions, related dept., employees, families How?

13. Manage Change Process Understand how people feel when going through change Your role as change agent - Video Key Message Communicate Wellness Strategy To All

14. The Planning Process Select & train planning committee Select, promote & conduct needs assessment Analyze & communicate NA results Develop operational plan for wellness Implement approved plan Evaluate & report results as promised

15. Needs Assessment Centre for Families, Work & Well-Being Workplace Health System - Health Canada Wellness Checkpoint Global Medic

16. Analyzing NA Results From results select program priorities that are: –of need –of interest –within means/policies of organization –likely to achieve org. driver Prioritizing can be done via BPR formula

17. Group Exercise – Worksheet # 4 Basic Priority Rating Formula –BPR = (A + B)C x D 3 A = size of problem/need (0 – 10) B = level of concern/interest level (0 – 20) C = effectiveness of possible intervention (0 – 10) D = PEARL (0 or 1) Example Key Message Prioritize using sound criteria/systems

18. Design for Results Programs can be: Broad Deep Purpose: Mass appealTargeted group/need Outcome: > awarenessInd./org. change Timeframe: 3 - 9 months1 - 3 years

19. Deep Programs Awareness Knowledge Skills Ind/Org. change Maintaining change Example: Not for Profit Healthcare agency

20. Group Exercise – Worksheet #5 Using program goal selected by your group and data provided: –Choose a component to change that causes/contributes to the goal –Develop program objectives for this component for each stage of change Key Message Design a strategy that will impact/change ind/org

21. Types of Intervention Activities Communication activities Educational activities Behaviour modification activities Environmental change activities Regulatory activities Community advocacy activities Organizational culture activities Incentives/disincentives Health status evaluation activities Social activities Technology-delivered activities

22. Intervention Activities/Resources Appropriate for population Appropriate for program objective Within means of organization Wellness guidelines –Positive –Pleasureable/Appealing to target population –Convenient/Accessible Based on sound behaviour change theory Pre-tested

23. Evaluating Success Need: –good program objectives –evaluation plan –baseline measures –information systems –sound analysis of results

24. Progressive Outcomes 6. Increased Satisfaction (employee and customer) 7. Decreased Absenteeism 8. Increased Productivity 9. Increased Economic Value (business and community) 1. Participation rates 2. Retention rates 3. % Increase in Knowledge & skill 4. % Maintaining Healthy behaviours 5. Decreased Risks (frequency and severity) Key Message Report progressive improvements

25. Group Exercise – Worksheet # 6 Calculate the Participation Effectiveness Index for a program.

26. Summary I have learned …. I have learned how to …. I want to see/get …….

27. Where to Get More Information Resource list attached