5. It can be successful
● J&J
○ $2.71 in savings for every $1 invested in wellness
● Meredith
○ $7:$1 ROI in tobacco cessation program
(Berry, Mirabito, Baun 2010)
6. According to an article in the Harvard Business Review, wellness programs
can create anxiety for employees. They may feel their job performance is
being judged partially by their health. Also, they may feel guilty for making
unhealthy choices.
Drawbacks
Harvard Business Review - Corporate Wellness
7. Common Key Metrics
● HRA for each employee
● Participation rate
● Productivity
● Investment
● Savings
9. Culture
● Create a health & wellness committee
○ Members from every department
○ Monthly meeting to discuss newsletter
○ Be a main contact for help/advice/support to coworkers
“Often overlooked is the potential to strengthen an organization’s culture and to build employee pride, trust, and
commitment.”
(Berry, Mirabito, Baun 2010)
10. Wellness Email
● Keep it short and valuable
● Link to Providence resources page
● Refer to FitTogether newsletter on Providence website
● Discounts on health club memberships
● Stress counseling
● Relationship counseling
● Free personal health risk assessments
● 24/7 Nurse Advice Phone Line
● Dietician Services
● Chiropractic Care/Massage Therapy
● Acupuncture
● Smoking Cessation
● Childbirth Preparation
● Weight Management
● Discounts on Eyewear
Did you Know our Plan Includes:
11. Personal HRA
● Make screenings more available
● Participation incentives
○ Well-Bucks
○ Stipend
16. Post Service
Problem
● Help planners overcome fear of calling Post Service Leads
Process
● Observe top-performing Post Service planners
Recommendations
● Scripts
● Post Service Tips
18. Veteran’s Memorial Program
Problem
Reduce the following:
1. Appointments where families expect the VA
2. One-Leggers
3. Has Plan appointments
Process
● Observe consistent, high performing VMP planners and document their
behaviors
Recommendations
● VMP Training Program
● Overcoming VMP Challenges Document
20. Direct Mail
Problem
● Improve present/hold rate in the FPC by 2%.
Process
● Observe planners and see if there are common practices within the
different planner categories.
Recommendations
● Ideal Appointment
● Hold Rate Best Practices
○ Do’s and Dont’s list
○ 5 example value statements
● Objection Guide
● How to implement
● Quality Assurance Form
22. Deliverables
1. Ideal Appointment
2. Hold Rate Best Practices
-Do’s and dont’s list
-5 example value statements
3. Objection Guide
4. Script
5. Mind Set
6. How to implement
24. 10% of all planners shadowed asked family to
write down appointment
30% of High Set/High Hold planners shadowed
asked family to write down appointment
Write Down Appointment
32. Deliverables
1. Ideal Appointment
2. Hold Rate Best Practices
-Do’s and dont’s list
-5 example value statements
3. Objection Guide
4. Script
5. Mind Set
6. How to implement
