GUIDELINES and GRADING CRITERIA

PH 402 WORKSITE HEALTH PROMOTION PLANNING PROCESS

(GO OVER THESE QUESTIONS BEFORE YOU CONDUCT YOUR COMPANY INTERVIEW. SOME OF THESE QUESTIONS MAY BE ANSWERED BY THE COMPANY.)

COMPANY PROFILE

NAME

LOCATION

TYPE OF INDUSTRY / BUSINESS (WHAT DOES THE COMPANY PRODUCE OR SERVICES PROVIDED)

COMPANY MISSION (HOW CAN IT BE LINKED TO WELLNESS?)

CEO/MANAGEMENT (ALSO DOES MANAGEMENT SUPPORT WELLNESS?)

WORKFORCE DEMOGRAPHICS

NUMBER OF EMPLOYEES

GENDER MAKEUP

ETHNIC MAKEUP

AVERAGE AGE

UNION OR NONUNION

GEOGRAPHICAL MIX (WHAT TYPE OF AREA IS IT LOCATED)

BUILT ENVIRONMENT

WORK ROTATION

MAJOR WORK ACTIVITIES

PROFIT TRENDS (LAST 5-10 YEARS)

TYPES OF HEALTH PROMOTION PROGRAMS ALREADY AVAILABLE

BASIC PHASES OF HEALTH PROMOTION PROGRAM DESIGN

I. INITIATING WORKSITE HEALTH PROMOTION

II. PLANNING WORKSITE HEALTH PROMOTION PROGRAMS

III. ACCOMPLISHING AND EVALUATING WORKSITE HEALTH PROMOTION

PHASE I

MUST FIRST ANSWER FOUR BASIC QUESTIONS: (THESE CAN BE ANSWERED FROM THE COMPANY PROFILE INTERVIEW)

1. ORGANIZATION’S READINESS FOR A WHP?

2. DOES THE COMPANY EXPECT REALISTIC OUTCOMES?

3. HOW PARTICIPATIVE WILL MANAGEMENT BE?

4. HOW EXTENSIVE DOES MANAGEMENT WANT THE PROGRAMS TO BE?

PHASE II

(COLLECTING DATA) DETERMINES IF THE ORGANIZATION SHOULD OR SHOULD NOT DEVELOP A PROGRAM

-IDENTIFICATION

IDENTIFIES HEALTH-RELATED PROBLEMS

(EX: OBESITY, TOBACCO USE, HIGH BLOOD PRESSURE, JOINT INJURY, LOW-BACK PAIN, ETC…)

LIST THE IDENTIFICATION STRATEGIES USED, AND WHY

(EX: WORKFORCE DEMOGRAPHIC DATA, EMPLOYEE HEALTH RECORDS, HEALTH CARE CLAIMS AND COSTS, WORKERS’ COMPENSATION CLAIMS AND COST DATA, WORKSITE ENVIRONMENT AND HEALTH RISK APPRAISAL DATA)

-ASSESSMENT

ASSESSES EMPLOYEE”S INTEREST

-INTEREST SURVEY (SAMPLE: TEXTBOOK CH. 2)

-FEASIBILITY STUDY

5 QUESTIONS FOR A FEASIBILTY STUDY:

1. WHAT ARE THE ORGANIZATION’S MOTIVES FOR CONSIDERING THE DEVELOPMENT OF A PROGRAM? (EX. ABSENTEEISM, AGING WORKFORCE, IMAGE, PRODUCTIVITY, ETC….) AND WHAT ARE THE ORGANIZATION’S GOALS FOR CONSIDERING THE DEVELOPMENT OF A PROGRAM? (EX. LOWER HEALTH COST, MORE PRODUCTIVE EMPLOYEES, ETC…..)

2. IS THIS PROGRAM COST EFFECTIVE FOR THE ORGANZATION? YES OR NO AND WHY.

3. WHAT IS THE LEVEL OF SUPPORT, NEED, AND INTEREST AMONG EMPLOYEES, MIDDLE MANAGERS AND TOP MANAGERS?

4. DOES ORGANIZATION HAVE ACCESS TO RESOURCES NEEDED?

5. WHAT ARE THE KEY FACTORS TO BE CONSIDERED DURING THE DESIGN OF THE PROGRAM?

· FEASIBILITY GRID OF TOP THREE INTEREST FROM INTEREST SURVEY (SAMPLE: TEXTBOOK CH.2)

-PLANNING

REVIEW COLLECTED DATA IN PREVIOUS SECTION TO ANSWER THE FOLLOWING FOUR QUESTIONS:

1. HOW PREVALENT IS THE PROBLEM?

2. WHAT ARE THE CONSEQUENCES OF THE PROBLEM?

3. WHAT ARE THE CAUSES OF THE PROBLEM?

4. WHICH WORKERS IN THE COMPANY ARE AT GREATEST RISK?

DEVELOP VISION AND MISSION STATEMENT (SAMPLE: TEXTBOOK CH 3)

DEVELOP GOALS AND OBJECTIVES (THESE SHOULD BE SPECIFIC AND MEASURABLE. EX. PROGRAM GOAL = IMPROVE THE HEALTH OF HIGH-RISK EMPLOYEE BY REDUCING THE HIGH-RISK CATEGORY BY 10% IN 1 YEAR) EX. PROGRAM OBJECTIVE = AT THE END OF 1 MONTH, AT LEAST 80% OF ALL EMPLOYEES WILL BE ACTIVELY INVOLVED IN A PERSONALIZED RISK-REDUCTION PROGRAM.

EXAMPLE OF ORGANIZATIONAL HEALTH INDICATORS

· REDUCTION IN MEDICAL COSTS

· ENHANCED IMAGE

· IMPROVED PRODUCTIVITY

EXAMPLE OF EMPLOYEE HEALTH INDICATORS

· TOBACCO USE

· BODY WEIGHT

· COPING SKILLS

· EATING HABITS

BUDGET: EXPENSE MANAGEMENT GRID

FILL IN THE MAJOR EXPENSE CATEGORIES FOR YOUR PROGRAM. YOU DO NOT HAVE TO USE ALL CATEGORIES. WE WILL ASSUME YOU WILL NOT HAVE TO PAY FOR FACILITIES OR UTILITIES.

USE THIS INFORMATION TO ESTIMATE YOUR ONE YEAR BUDGET.

TOTAL ESTIMATED ONE YEAR BUDGET =

BUDGET NARRATIVE:

PERSONNEL

SALARIES & WAGES:

DIRECTOR SALARY $ XX,XXX

FRINGE BENEFITS (SALARY X 26%) $ X,XXX

CONSULTANTS ($$/HR)

OTHERS???

EQUIPMENT

WEIGHTS

CARDIO EQUIPMENT

ADDITIONAL EQUIPMENT

OTHERS???

MATERIALS

SUPPLIES (TOWELS, DISINFECTANT, SOAP, ETC)

OTHERS???

ADVERTISING

BROCHURES

SIGNS

OTHERS???

MAINTENANCE

MAINTENANCE OF EQUIPMENT

TRAINING OF NEW PERSONNEL

OTHERS???

TOTAL BUDGET $XX,XXX

PHASE III

DEVELOPMENT & IMPLEMENTATION

DEVELOP A MARKETING STRATEGY USING THE 4 PS OF MARKETING

(ANSWER THE QUESTIONS IN TEXTBOOK ON THE 4 PS OF MARKETING CH 7, TABLE 7.1)

DEVELOP A PROMOTION POSTER (EX: TEXTBOOK, FIGURE7.1)

DESCRIBE METHODS TO PROMOTE PROGRAM ADHERENCE AND WAYS TO RECRUIT EMPLOYEES THAT DO NOT PARTICIPATE AND HIGH RISK EMPLOYEES

· VERBAL SUPPORT

· WRITTEN FEEDBACK

· DISCUSS INCENTIVES

· DISCUSS HOWTO IDENTFY EMPLOYEE’S VALUES, INTERESTS AND READINESS TO ACT (SURVEYS, INCENTIVES,REWARDS)

DISCUSS HOW THESE INFLUENCING FACTORS MIGHT AFFECT IMPLEMENTATION

· SECURING EMPLOYEE SUPPORT

· COMMITTEE MEMBER’S JOBS

· KNOWLEDGE AND EXPERIENCE OF WELLNESS PLANNER

· PROFITABILITY & ORGANIZATION TRANSITIONS (ECONOMIC SITUATIONS, LAYOFFS, ETC.)

EVALUATION

· REVIEW YOUR PROGRAM’S GOALS AND OBJECTIVES. ESTABLISH A TIME FRAME, MEASUREMENT INTERVALS

DESIGN.(QUESTIONNAIRES, HEALTH RISK APPRAISALS, HEALTH CARE CLAIMS DATA REPORT, ABSENTEEISM LOGS, PRODUCTIVITY REPORTS, ETC…)

· PERFORM MEASUREMENT

· PROCESS EVALUATION: QUESIONNAIRES DESIGNED FOR FEEDBACK FROM EMPLOYEES ABOUT THE PROGRAM TO DETERMINE IF CHANGES ARE NEEDED TO BE MORE EFFECTIVE

· OUTCOME EVALUATION: DATA WHICH WILL DETERMINE IF THE PROGRAM ACTUALLY IMPROVES THE HEALTH/LIFESTYLES/PRODUCTIVITY OF EMPLOYEES. THIS CAN BE OBTAINED BY HEALTH RISKS APPRAISALS, HEALTHCARE CLAIMS DATA REPORT, ABSENTEEISM LOGS, PRODUCTIVITY REPORTS OR SPECIFIC RESULTS SUCH AS FITNESS LEVEL, WEIGHT, ETC…

· DISCUSS HOW YOU WILLPROVIDE FEEDBACK TO EMPLOYEE AND MANAGEMENT

1)

The Four Ps of Marketing (text pg. 123)

Coaching Strategies Tailored to Specific Stages of Change Stages of Change Model describes the various levels of a person’s readiness or motivation to change behaviors. (Prochaska, Norcross and DiClemente 2004).

Framework for Incentives & Rewards

After reviewing this framework for incentives and rewards, fill out the following worksheet for your workplace.

Framework for Incentives & Rewards

Your Workplace

Managing Risk and Liability at Your Workplace

Read the following procedures for managing your risk and liabilities at the workplace. Consider your workplace and what procedures are in place versus what needs to be implemented.