Wellness Planning Tips for Small and            Medium Size Businesses                               Larry S. Chapman MPH ...
Agenda • What planning models work well with   small and medium size organizations? • Ten planning tips • Summary of main ...
First….   What planning models    Introduction to incentives in   work well with small and    worksite health promotion   ...
My Definitions….. Wellness: “An intentional choice of a lifestyle characterized by  personal responsibility, moderation, a...
Lots of Ways to “Do” Wellness…                                                                                            ...
Larger Organization Program Planning Model6                                       © Chapman Institute. All rights reserved.
Small and Medium Size Program Planning Model        Step #1    Scope the Program        Step #2    Plan Infrastructure    ...
Next Topic….TenIntroduction to incentives in    planning tips    worksite health promotion                                ...
Planning Tip #1  Make sure you clearly  understand your  “mandate”.  •   Idea only?  •   Feasibility?  •   Brief proposal?...
Planning Tip #2  Plan on a One Page  Summary of the  Program Proposal  •   Exec Summary  •   Overview  •   Needs  •   Miss...
Planning Tip #3  “Scope” the program  as soon as possible.  •   Target population?  •   Launch date?  •   General focus?  ...
Planning Tip #4  Identify the needed  administrative  infrastructure  •   Brand?  •   Coordinator?  •   Budget?  •   Vendo...
Planning Tip #5  Lay out the  communications  activity and program  marketing activity.  •   eHealth portal?  •   Wellness...
Planning Tip #6  Identify the health  management process  options to be  provided.  •   HRA?  •   Coaching?  •   Screening...
Planning Tip #7  Plan out the group  activities  •   Walking club?  •   Recreation?  •   Lunch n’ learn?  •   Vendors?  • ...
Planning Tip #8  Plan out the  “supportive  environment”  changes to be  made.  •   Smoking policy?  •   Flex-time?  •   H...
Planning Tip #9  Make sure you  address “AMSO”.  •   Awareness  •   Motivation  •   Skill acquisition  •   Opportunity to ...
Planning Tip #10  Plan a simple  program evaluation  process.  •   Participation  •   User feedback  •   HRA changes  •   ...
Next Topic….Summary of main   Introduction to incentives inpoints   worksite health promotion                             ...
Summary of Main Points • Programs for small and medium size organizations need to be well   designed, but can be simpler. ...
Next Topic….A little bit about the    Introduction to incentives inChapman Institute…    worksite health promotion        ...
The Chapman Institute                      WellCertsm Program: “The premier                    practitioner certification ...
Questions…                     Larry S. Chapman MPH                            (206) 364-3448             LChapman@Chapman...
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Transcript of "Planning tips chapman 2013"

  1. 1. Wellness Planning Tips for Small and Medium Size Businesses Larry S. Chapman MPH President and CEO Chapman Institute Seattle, WA 98155 (206) 364-3448 LChapman@ChapmanInstitute.net 1
  2. 2. Agenda • What planning models work well with small and medium size organizations? • Ten planning tips • Summary of main points • A little bit about the Chapman Institute… 2 © Chapman Institute. All rights reserved.
  3. 3. First…. What planning models Introduction to incentives in work well with small and worksite health promotion medium size organizations? 3 © Chapman Institute. All rights reserved.
  4. 4. My Definitions….. Wellness: “An intentional choice of a lifestyle characterized by personal responsibility, moderation, and maximum personal enhancement of physical, mental, emotional and spiritual health.” Worksite Wellness Program: “An organized program in the worksite that is intended to assist employees and their family members (and/or retirees) in making voluntary behavior changes which reduce their health and injury risks, improve their health consumer skills and enhance their individual productivity and well-being.” Source: Chapman, L. Planning Wellness: Getting Off to a Good Start, Chapman Institute, 2013, p. 207. 4 © Chapman Institute. All rights reserved.
  5. 5. Lots of Ways to “Do” Wellness… PopulationProgram Model Quality of Work Traditional Health Life Approach Approach Management • Fun activity focus • Mostly health focus • Add productivity • No risk reduction • Some risk reduction • Strong risk reduction • No high risk focus • Little high risk focus • Strong high risk focus • Not HCM oriented • Limited HCM oriented • Strong HCM orientedMain Features • All voluntary • All voluntary • Some required activity • Site-based only • Site-based only • Site and virtual both • No personalization • Weak personalization • Strongly personal • Minimal Incentives • Modest Incentives • Major Incentives • No spouses served • Few spouses served • Many spouses served • No evaluation • Weak evaluation • Rigorous evaluationPrimary Focus Morale-Oriented Activity-Oriented Results-Oriented Source: Chapman, L. Planning Wellness: Getting Off to a Good Start, Chapman Institute, 2013, p. 225. 5 © Chapman Institute. All rights reserved.
  6. 6. Larger Organization Program Planning Model6 © Chapman Institute. All rights reserved.
  7. 7. Small and Medium Size Program Planning Model Step #1 Scope the Program Step #2 Plan Infrastructure Six Step to Designing Your Step #3 Plan Communications Wellness Program for Small and Step #4 Plan Health Management Medium Size Process Organizations Step #5 Plan Group Activities Plan Supportive Step #6 Environment Source: Chapman, L., Planning Wellness: Getting Off to a Good Start, 2013, p. 225. © Chapman Institute. All rights reserved.
  8. 8. Next Topic….TenIntroduction to incentives in planning tips worksite health promotion 8 © Chapman Institute. All rights reserved.
  9. 9. Planning Tip #1 Make sure you clearly understand your “mandate”. • Idea only? • Feasibility? • Brief proposal? • Major proposal? • Program? 9 © Chapman Institute. All rights reserved.
  10. 10. Planning Tip #2 Plan on a One Page Summary of the Program Proposal • Exec Summary • Overview • Needs • Mission and vision • Proposed activities • Budget • Evaluation plan • Next steps • Exhibits 10 © Chapman Institute. All rights reserved.
  11. 11. Planning Tip #3 “Scope” the program as soon as possible. • Target population? • Launch date? • General focus? • Program model? • Primary goals? • Participants? • Incentives? 11 © Chapman Institute. All rights reserved.
  12. 12. Planning Tip #4 Identify the needed administrative infrastructure • Brand? • Coordinator? • Budget? • Vendors? • Advisory Committee? • Champions? • Work program? • Calendar? 12 © Chapman Institute. All rights reserved.
  13. 13. Planning Tip #5 Lay out the communications activity and program marketing activity. • eHealth portal? • Wellness newsletter? • Online modules • Emails? • Champions? • Calendar? • Meeting announcements? 13 © Chapman Institute. All rights reserved.
  14. 14. Planning Tip #6 Identify the health management process options to be provided. • HRA? • Coaching? • Screening? • eHealth portal? 14 © Chapman Institute. All rights reserved.
  15. 15. Planning Tip #7 Plan out the group activities • Walking club? • Recreation? • Lunch n’ learn? • Vendors? • Advisory Committee? • Champions? • Work program? • Calendar? 15 © Chapman Institute. All rights reserved.
  16. 16. Planning Tip #8 Plan out the “supportive environment” changes to be made. • Smoking policy? • Flex-time? • Health plan design? • Exercise facility? • Food choices at work? 16 © Chapman Institute. All rights reserved.
  17. 17. Planning Tip #9 Make sure you address “AMSO”. • Awareness • Motivation • Skill acquisition • Opportunity to practice 17 © Chapman Institute. All rights reserved.
  18. 18. Planning Tip #10 Plan a simple program evaluation process. • Participation • User feedback • HRA changes • Biometric changes • Sick leave • Presenteeism 18 © Chapman Institute. All rights reserved.
  19. 19. Next Topic….Summary of main Introduction to incentives inpoints worksite health promotion 19 © Chapman Institute. All rights reserved.
  20. 20. Summary of Main Points • Programs for small and medium size organizations need to be well designed, but can be simpler. • Must define “wellness” for your organization. • Lots of different ways to do wellness. • The planning approach for small and medium size organizations is not as complex as for large organizations. • The six step program planning model works well for small and medium size organizations. • Each step in the planning model requires choices and is related to the other steps. • Its important that your program addresses “AMSO”. • Its important to do formal evaluation of your program. 20 © Chapman Institute. All rights reserved.
  21. 21. Next Topic….A little bit about the Introduction to incentives inChapman Institute… worksite health promotion 21 © Chapman Institute. All rights reserved.
  22. 22. The Chapman Institute WellCertsm Program: “The premier practitioner certification program for the Worksite Wellness field.”  Five (5) levels of professional certification for worksite wellness practitioners. Both Online and Onsite: - CWPC (Level 1) May & Sept, 2013 - CWPM (Level 2) May & Sept, 2013 - CWPD (Level 3) - CWWPC (Level 4) - CWWP (Level 5)  30+ recertification online modules  eBooks “New Research Findings” “Excellent National Wellness Resources” Visit www.chapmaninstitute.net 22 © Chapman Institute. All rights reserved.
  23. 23. Questions… Larry S. Chapman MPH (206) 364-3448 LChapman@ChapmanInstitute.net www.ChapmanInstitute.net 23 © Chapman Institute. All rights reserved.
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