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EARF: Moving Forward
National Behavioral Consortium
February 27, 2013

Bernie McCann, PhD, CEAP
EARF Development Consultant
What is EARF...?
Founded as a 501(c)(3) nonprofit foundation with a
generous matching grant from the Tisone Family
Trust, the Foundation was formed to stimulate
innovative, rigorous, and theory-based research
activities to demonstrate the ability of EAPs and
related behavioral health & work-life products to
transform individual lives and maximize employee
contributions to organizational success.
…and why now?
Unfortunately, there is simply an insufficient
amount of ongoing, credible research to
prove the valuable contribution of EAPs and
related services to workplace productivity.
The EARF seeks to fill this research gap to
re-establish the value of EAPs, and stop the
commoditization of EAP services.
Mission Statement
 To promote excellence in the design and delivery of
  Employee Assistance services throughout the world
 To promote and support effective measurement
  practices, performance tools, and outcome criteria
 To bridge the gaps between knowledge and policy
  by translating valid research findings into practice
 To assist in the attraction and recruitment of
  outstanding scholars to conduct relevant research
Board Members
Carl Tisone – President
John Burke – Vice President
David Sharar – Secretary/Treasurer
Paul Roman – Senior Advisor to the Board
Elizabeth Merrick – Research Chair
Dale Masi          Dennis Derr
John Maynard       Karen Osilla
Jeff Christie      Ron Manderscheid
Organizational Donors
       Chestnut Global Partners
     Claremont Behavioral Services
    Harris Rothenberg International
   New Directions Behavioral Health
       Optum Behavioral Health
ORCAS (Oregon Center for Applied Science)
           Perspectives, Ltd.
              Psychcare
             ValueOptions
Desired Outcome: To re-define value of EAPs
       Transparent performance metrics are
        routinely collected and reported
       Credible, effective services are priced
        equal to their true value
       Purchasers are able to correlate price
        and quality
Desired Outcome: To re-invigorate EAP research
    Increase emphasis on evidence-based practice
    Encourage a pipeline of next-generation EAP
      and workplace productivity researchers
    EARF becomes a leader in
      promoting, funding, and disseminating research
      in the EAP field
Priorities for Action
 Fund new, relevant research
 Investigate trends in practice
 Aggregate and communicate findings
 Collaborate to improve quality and value
First Research Grantees report results
Creating a Benchmarking Resource of Metrics for
the External EAP Field, is a descriptive study of
basic metrics and service characteristics that describe
82 external EAP vendors located in North America &
10 other countries.
Principal Investigator is Dr. Stan Granberry, Director
of the National Behavioral Consortium (NBC) a
trade association of 17 member EAP, managed
behavioral health, and work-life firms.
First Research Grantees report results
The Eureka Project - EAPs in Continental Europe: State
of the Art and Future Challenges was conducted by Dr.
Debora Vansteenwegen of ISW Limits & the University
of Leuven in Belgium and Dr. Manuel Sommer of
Clinica CAPA & the Universidade Autonoma de Lisboa
in Portugal.
The multi-national research team surveyed HR managers
and employees in 6 European countries, examining
characteristics of existing EAPs and investigating the
future potential for EAPs in Europe.
What’s Next..? Round 2 of Grant Applications
   RFP - Workplace-related Outcomes released 9/12
   Latest research funding level at $100,000.00
   Four finalists invited to re-submit
   Deadline for re-submission: Friday, March 1, 2013
 Grant award announcement May 1, 2013
The Value Proposition for Supporting EARF
 Visibility for your organization as a advocate for
   EAP viability and sustainability

 Tangible business benefits of better data on EAP
   contributions to workplace productivity

 Demonstrate leadership in leaving the EAP field
   better off then when we entered it
The Bottom Line…
 Total contributions to the Foundation have
  totaled approximately $250,000 to date
 Total amount of research grant funding
  and current commitments is $180,000.
 Current research funding levels are
  unsustainable without additional support
How You Can Help
There are multiple ways YOU can support the
Foundation’s mission:
1. Organizational contribution
2. Personal contribution
3. Planned contribution
4. In-kind contribution
5. Assist in fundraising and/or publicity efforts
Contact information:

Bernie McCann, PhD, CEAP
Development Consultant, EARF
mccannbag@gmail.com
Cell: 781.264.6211
Skype: mccannbag
Website: www.eapfoundation.org

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EARF Moving Forward - NBC presentation 2-27-13

  • 1. EARF: Moving Forward National Behavioral Consortium February 27, 2013 Bernie McCann, PhD, CEAP EARF Development Consultant
  • 2. What is EARF...? Founded as a 501(c)(3) nonprofit foundation with a generous matching grant from the Tisone Family Trust, the Foundation was formed to stimulate innovative, rigorous, and theory-based research activities to demonstrate the ability of EAPs and related behavioral health & work-life products to transform individual lives and maximize employee contributions to organizational success.
  • 3. …and why now? Unfortunately, there is simply an insufficient amount of ongoing, credible research to prove the valuable contribution of EAPs and related services to workplace productivity. The EARF seeks to fill this research gap to re-establish the value of EAPs, and stop the commoditization of EAP services.
  • 4. Mission Statement  To promote excellence in the design and delivery of Employee Assistance services throughout the world  To promote and support effective measurement practices, performance tools, and outcome criteria  To bridge the gaps between knowledge and policy by translating valid research findings into practice  To assist in the attraction and recruitment of outstanding scholars to conduct relevant research
  • 5. Board Members Carl Tisone – President John Burke – Vice President David Sharar – Secretary/Treasurer Paul Roman – Senior Advisor to the Board Elizabeth Merrick – Research Chair Dale Masi Dennis Derr John Maynard Karen Osilla Jeff Christie Ron Manderscheid
  • 6. Organizational Donors Chestnut Global Partners Claremont Behavioral Services Harris Rothenberg International New Directions Behavioral Health Optum Behavioral Health ORCAS (Oregon Center for Applied Science) Perspectives, Ltd. Psychcare ValueOptions
  • 7. Desired Outcome: To re-define value of EAPs  Transparent performance metrics are routinely collected and reported  Credible, effective services are priced equal to their true value  Purchasers are able to correlate price and quality
  • 8. Desired Outcome: To re-invigorate EAP research  Increase emphasis on evidence-based practice  Encourage a pipeline of next-generation EAP and workplace productivity researchers  EARF becomes a leader in promoting, funding, and disseminating research in the EAP field
  • 9. Priorities for Action  Fund new, relevant research  Investigate trends in practice  Aggregate and communicate findings  Collaborate to improve quality and value
  • 10. First Research Grantees report results Creating a Benchmarking Resource of Metrics for the External EAP Field, is a descriptive study of basic metrics and service characteristics that describe 82 external EAP vendors located in North America & 10 other countries. Principal Investigator is Dr. Stan Granberry, Director of the National Behavioral Consortium (NBC) a trade association of 17 member EAP, managed behavioral health, and work-life firms.
  • 11. First Research Grantees report results The Eureka Project - EAPs in Continental Europe: State of the Art and Future Challenges was conducted by Dr. Debora Vansteenwegen of ISW Limits & the University of Leuven in Belgium and Dr. Manuel Sommer of Clinica CAPA & the Universidade Autonoma de Lisboa in Portugal. The multi-national research team surveyed HR managers and employees in 6 European countries, examining characteristics of existing EAPs and investigating the future potential for EAPs in Europe.
  • 12. What’s Next..? Round 2 of Grant Applications  RFP - Workplace-related Outcomes released 9/12  Latest research funding level at $100,000.00  Four finalists invited to re-submit  Deadline for re-submission: Friday, March 1, 2013  Grant award announcement May 1, 2013
  • 13. The Value Proposition for Supporting EARF  Visibility for your organization as a advocate for EAP viability and sustainability  Tangible business benefits of better data on EAP contributions to workplace productivity  Demonstrate leadership in leaving the EAP field better off then when we entered it
  • 14. The Bottom Line…  Total contributions to the Foundation have totaled approximately $250,000 to date  Total amount of research grant funding and current commitments is $180,000.  Current research funding levels are unsustainable without additional support
  • 15. How You Can Help There are multiple ways YOU can support the Foundation’s mission: 1. Organizational contribution 2. Personal contribution 3. Planned contribution 4. In-kind contribution 5. Assist in fundraising and/or publicity efforts
  • 16. Contact information: Bernie McCann, PhD, CEAP Development Consultant, EARF mccannbag@gmail.com Cell: 781.264.6211 Skype: mccannbag Website: www.eapfoundation.org

Editor's Notes

  1. The Employee Assistance Research Foundation was formed to stimulate innovative, rigorous, and theory-based research activities. That research will promote excellence in the delivery of employee assistance and related services throughout the world, assist in attraction and recruitment of outstanding scholars to conduct research, bridge the gaps between knowledge and practice by translating valid research findings into policy and practice, and promote and support effective measurement practices, performance tools, and outcome criteria.