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NorthWestern Energy's Award-Winning Wellness Program

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Powered in EMPOWERED: NorthWestern Energy Award-Winning Worksite Wellness Program …

Powered in EMPOWERED: NorthWestern Energy Award-Winning Worksite Wellness Program
HealthFitness Program Manager Tabatha Elsberry discussed how NorthWestern Energy built its wellness program, and engaged and empowered its participants during the first-year program launch at the National Wellness Institute, July 15-18, 2013.

To learn more insights about what is working to engage NorthWestern Energy’s dispersed employee population in worksite wellness, view Tabatha’s blog post, “How tailored wellness program marketing increases engagement,” available here: http://healthfitness.com/blog/how-tailored-wellness-program-marketing-increases-engagement/

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  • 1. Powered in EMPOWERED™ NorthWestern Energy Award-Winning Worksite Wellness Program
  • 2. © 2013 Health Fitness Corporation 2 Background and Demographics • NorthWestern Energy partner with HealthFitness • Core business: Regulation of electric and natural gas distribution, transmission, and energy supply • Locations: Montana, South Dakota, and Nebraska • Company Population:  ~1500 employees, ~900 spouses = ~2400 eligible  72% male/28% female  Average age: 46 years old  45% exempt/55% non-exempt  98% Caucasian; 2% other
  • 3. © 2013 Health Fitness Corporation 3 Background • Wellness committee – Develop group/team – Mission, vision, goals – Begin meeting bi- monthly • Steering committee – RFP for wellness services – Launch corporate-wide program January 2011 • Services for Years 1-3: – Health Risk Assessment – Health Screenings – Health Advising – EMPOWERED™ Coaching – NutriSum – Personalized Messaging – eHealth web platform – Onsite Manager
  • 4. © 2013 Health Fitness Corporation 4 Montana Worksite Health Promotion Coalition and Excellence Award • Coalition since 2003 • Excellence awards since 2006 • Mission - a resource for Montana employers regarding the art and science of health promotion and wellness at work • Vision - education, encourage, recognize, and create a standard of excellence by Worksite Health Promotion programs in Montana and we do that by: • Conference • Excellence Awards in Worksite Health Promotion • Reliable resources via website
  • 5. © 2013 Health Fitness Corporation 5 Montana Worksite Health Promotion Coalition and Excellence Award • NorthWestern Energy exceeded first-year participation projections in its wellness program and recently won the 2012 Excellence in Worksite Health Promotion Award—Gold Level from the Montana Worksite Health Promotion Coalition. • In addition, program manager Tabatha Elsberry received the 2012 Jill Young Excellence Award for exemplifying worksite health promotion excellence in Montana.
  • 6. © 2013 Health Fitness Corporation 6 Excellence Awards Criteria 1. Management Commitment 2. Program Leadership 3. Strategic Plan and Mission Statement 4. Assessment Tools 5. Interventions 6. Tracking System 7. Measure Outcomes 8. Communicate Results 9. Internal Marketing
  • 7. © 2013 Health Fitness Corporation 7 1. Management Commitment • Commitment from senior management that supports organizational policies and dedicates sufficient resources • Corporate Policies, Practices or Procedures Bronze – 3 Silver – 6 Gold – 9 All Award levels:  Operating program for more than one year  CEO letter or other internal document demonstrating support  Company newsletter or marketing materials
  • 8. © 2013 Health Fitness Corporation 8 1. Management Commitment Policies, Practices, and Procedures  Smoke-free workplace • Tobacco-free workplace • Promotion of Quit Line  Alcohol/drug policy  Seatbelt policy  Safety Program • Onsite Daycare facility  Healthy Food options  Wellness mission linked  CEO support – funding/budget  $250 Diabetic Education Benefit  Pre-employment Drug test • “Well Days” offered/promoted  Productivity management  Insurance Coverage for preventive  Consumer Driven Health Plan  Pay bonuses, structure • Stress reduction policies  Flex time to participate in wellness  Flexible schedules • New employee Orientation • Promote alternate transportation • Breast-feeding policy  Medical Reimbursement  Dependent care Reimbursement • Onsite bike racks
  • 9. © 2013 Health Fitness Corporation 9 2. Program Leadership • Leadership from well- qualified health promotion or worksite wellness professionals in the program’s design, implementation and ongoing operations. • Bronze - wellness champion, recommended committee •  Silver & Gold – health promotion professional/consultant and required committee with supporting documents
  • 10. © 2013 Health Fitness Corporation 10 3. Mission/Strategic Plan • Strategic plan with specific goals, measurable objectives, and implementation timeline for the next 1-5 years and a clear statement of the Wellness program’s mission and purpose as well as target audience  Mission Statement for wellness program  Target Audience Bronze – healthy Silver – High Risk Gold – High Risk (HRA)  Strategic Bronze – 1-year Silver – 3-year Gold – 5-year
  • 11. © 2013 Health Fitness Corporation 11 4. Assessment Tools • Process or tool for assessing organizational and individual needs, risks and costs to ensure appropriate interventions are offered to that employee population • Assessment Tools: – Employee Interest Survey  Health Screenings  HRA  Medical Claims – Culture Assessment Bronze – 1 Silver – 2 (min HRA) Gold – 3 (min HRA)
  • 12. © 2013 Health Fitness Corporation 12 5. Interventions • High quality and convenient programs (interventions) that motivate participants to achieve lasting behavioral changes • ALL award levels – SIX from BASIC:  Advertise community services  Educational/Information sessions – Wellness Classes  Health Education Resources – Product Sales/Give-a-ways  Fitness Activities  Annual Health Fair  Ergonomic Assessments  EAP  Relaxation/Massage  Healthy Eating Promotion – Lending Library
  • 13. © 2013 Health Fitness Corporation 13 5. Interventions • Moderate SILVER – 4 GOLD – 5  Physician Referral program  Internal wellness website  Fitness facility/gym discounts – Medical self-care  1-on-1 consults – Diabetes Prevention Program (DPP)  Disease Prevention  Disease Management  Short-term Incentive  Personalized Health Messaging • Comprehensive GOLD – 2  EMPOWERED™ Health Coaching  Comprehensive Annual Incentive Program
  • 14. © 2013 Health Fitness Corporation 17 Energize Your Life Program EMPOWERED™ Coaching • Eligible after screening and HRA complete • Interactions with coach – Portal Messaging – Calls monthly – Coach-On-Demand – Print/online for goals • Set goals – 15 standard, custom with coach • Part of incentive program
  • 15. © 2013 Health Fitness Corporation 18 Energize Your Life Program EMPOWERED™ Coaching • Enrolled and completed participants improved statistically significant in 4 areas: Depression, Activity, Seat Belts and Fruits/Veggies • Additionally, smaller improvements were made in: Blood Pressure, Job Satisfaction, and Tobacco • Enrolled but not completed group also made some improvements
  • 16. © 2013 Health Fitness Corporation 19 Energize Your Life Program Incentive Program • Program Year 1 – participation-based program
  • 17. © 2013 Health Fitness Corporation 20 Energize Your Life Program Incentive Program • Program Year 2+ –outcomes-based points program
  • 18. © 2013 Health Fitness Corporation 21 Energize Your Life Program Incentive Program Deliverable Comments POINTS Screenings * Onsite, Nurse, Remote, Alternate Means options 30-270 Health Assessment * Online and Paper (limited copies available) 30 Health Advising Telephonic only 25 Health Coaching Complete up to 4 goals for 50 points each 50-200 NutriSum Achieve minimum NutriReward Score of 45 100 CardioLog Earn one point daily for minimum 20 minutes 1-200 Active For Life Achieve 50-200 points by recording activities 50-200 BMI Improvement Earn 50 points for each BMI point improved upon since last year’s screening (not for BMI <17.5) If participating for the first time, 2012 is baseline 50+ TOTAL POINTS Earn all remaining points toward incentive by August 31, 2012 300
  • 19. © 2013 Health Fitness Corporation 22 6. Tracking System • Efficient systems for tracking program operations, utilization and administration of wellness program Bronze – 1 Silver – 2 (min HRA) Gold – 3 (min HRA) • Choose from list:  HRA  HRA Cohort (if >2 years)  Screening  Website  Classes  Programs
  • 20. © 2013 Health Fitness Corporation 23 7. Measure Outcomes • Procedures and reporting mechanisms for evaluating or measuring program quality and outcomes • Bronze –  Class/program evaluation • Silver  Class/program evaluation  Summary of class evals  HRA participation at 30% • Gold  Class/program evaluation  Summary of class evals  HRA participation at 40%  Cost/benefit analysis
  • 21. © 2013 Health Fitness Corporation 24 Energize Your Life Program Energize…MyPlate Program • Measured results – 28% response rate – 1.57/day begin – 4.40/day end – Improved 2.83 servings/day • Satisfaction (1 to 5) – 4.17 Met Expectations – 4.31 Recommend to others – 4.29 Satisfied with program
  • 22. © 2013 Health Fitness Corporation 25 Energize Your Life Program Energize…MyPlate Program $1,000-$3,500 in Excess Claims for Each Additional Health Risk $2,400 $4,000 $5,000 $6,500 $7,800 $9,000 $10,500 $11,900 $0 $1,000 $2,000 $3,000 $4,000 $5,000 $6,000 $7,000 $8,000 $9,000 $10,000 $11,000 $12,000 0 1 2 3 4 5 6 7+ Source: Dee Edington, Health Management Research Center
  • 23. © 2013 Health Fitness Corporation 26 Energize Your Life Program Energize…MyPlate Program Example: Cost/benefit documentation on Energize…MyPlateProgram Annual cost of treating one excess risk per person (conservative) $1,000 Total costs or expenses of delivering MyPlate program $1,850 Number program participants X Annual Cost per person 129 participants x $1,000 = $129,000 As a result of the program, number of participants without condition 15 participants, or 11% If 11% of 129 participants no longer have one risk factor, then potential costs avoided of 11% of annual cost of $193,500 $14,190 Formula  Money Saved/Avoided ÷ Total Costs = ROI $14,190 ÷ $1,850 =7.60:1 ROI
  • 24. © 2013 Health Fitness Corporation 27 8. Communicate Results • System and annual reporting for communicating the program results to employees, senior management, and other key stakeholders • Annual Report • ALL levels:  Accomplishments  Challenges  Next year’s goals • Silver and Gold add:  Participant Utilization  Participant Satisfaction  HRA Aggregate • Gold add:  Coaching Aggregate
  • 25. © 2013 Health Fitness Corporation 28 9. Internal Marketing • Effective internal marketing to employees to achieve and maintain high participation and engagement Bronze – 4 Silver – 5 Gold - 6 • Choose from:  Flyers/brochures  Newsletters  Emails/faxes  Internal wellness website – Paycheck stuffers  Mass/personal invites  Home mailings  New Employee/Staff meetings – Bulletin boards – Table tents
  • 26. © 2013 Health Fitness Corporation 29 © 2013 Health Fitness Corporation 29 Questions? • HealthFitness • NorthWestern Energy • Montana Health Promotion Coalition • Excellence Awards • Criteria for Gold Award Program • Key programs – Annual Health Fair – Personalized Messaging – EMPOWERED™ Coaching – Incentive Program – Energize…MyPlate Program Tabatha Elsberry Program Manager Coalition Award Chair Tabatha.elsberry@ northwestern.com 406.498.6993 40 E Broadway St Butte, MT 59701