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Session 5: Optimizing Design

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Purpose of Champion Training

To provide simple, ongoing education and support for firm-level Wellness Champions who are critical to the success of the Designed Wellness initiative*

*as recommended by the initial needs assessment and the Wellness Advisory Council

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Key Deliverables

• Provide champions both the tools and training to feel confident in their abilities to implement the program at all stages of development.

• Facilitate a community of practice to empower Champions to work and learn from each other.

• Help champions to optimize engagement of employees and leverage all of the resources that they have available to them.

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Your Role

• At ACEC Life/Health Trust, we recognize effective wellness programs often have an internal employee or employees who “own” the program, help to get employees engaged, and seek to build a healthy work culture.

• There are different titles used for these special people; for example, ambassadors, champions, health advocates, facilitators, sparkplugs, and cheerleaders. Whatever title you choose, we provide you with a variety of updated resources to help you in your efforts.

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Goals for this session

1. Understand what it means to optimize2. Review previous competencies (commitment,

infrastructure, planning, and support)

3. Consider how to get the most of internal resources

4. Consider how to optimize external resource5. Pair up with another champion for mutual

support6. Review a “Daily Question” exercise7. Select an area to optimize from above

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Optimize

– make the best or most effective use of (a situation, opportunity, or resource)

– make (something) as good or as effective as possible

Internal

External

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Readiness

LearnImplement

Optimize

Cycle of Improvement

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Evolution

Readiness

LearnImplement

Optimize

At each stage When you optimize you increase your readiness

C o m m i t m e n t& O w n e r s h i p

Commitment drives evolution

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Remember from Session # 3 Know Infrastructure

Where are you now?

Where are you

headed?

How can you make the

most of the journey?

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Small Business Tool TipDoing your best?

1. communicate about the program in ways that engage workers?

2. role model a healthy lifestyle?3. Leverage the resources ACEC has available to me?4. find or engage allies to help?5. get management support for health and wellness?6. plan and/or grow the program?

Today, did I do my best to…

Not at all A little Some Much A Great Deal

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Today, did I do my best to…

Not at allA

littleSom

e MuchA Great

Deal

1. communicate about the program in ways that engage workers?

2. role model a healthy lifestyle?

3. leverage the resources ACEC has available to me?

4. find or engage allies to help?

5. get management support for health and wellness?

6. plan and/or grow the program?

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What are we optimizing?

Your champion competencies(internal)

ACEC Designed WellnessTools and Features

(external)

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External/Internal• You can always take external resources and

make them internal. • You don’t have to take ACEC external

resources as is. • Feel free to customize them to make them

internal to their organization. • Examples:– Incentives (“if you complete your PHA by DATE, you will

be entered in a randomized drawing for prizes”)

– Acknowledging winners internally– Create your own newsletter– Create an Intranet page with wellness materials

for your employees

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What are we optimizing?

External

Use of Monthly newsletter (including tip of the month) Other resources from Lindsay (consultation, emails, etc.) HealthyRoads Portal features & Challenges ENGAGE HealthyRoads Marketing materials Incentives – Are they working? Use of ACEC Designed Wellness Champion Portal (e.g. Blogs) Champion Training/Lunch & Learn (Stress, Diet & Nutrition) Leveraging other resources (Insurance, UHC, Employee Assistance,

Disease Management, NurseLine, etc., Community Links)

Are you getting the most out of these external resources?

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Poll # 1

Use of Monthly newsletter (including tip of the month) Other resources from Lindsay (consultation, emails, etc.) HealthyRoads Portal features & Challenges ENGAGE HealthyRoads Marketing materials Incentives – Are they working? Use of ACEC Designed Wellness Champion Portal (e.g. Blogs) Champion Training/Lunch & Learn (Stress, Diet & Nutrition) Leveraging other resources (Insurance, UHC, Employee Assistance, Disease Management,

NurseLine, etc., Community Links)

Are you getting the most out of these external resources?1) Not at all2) Not as much as we could3) To some positive degree4) To a degree I am happy with

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What are we optimizing?

Internal

Your commitment to health (body, mind, purpose, relations, etc.)

Your role as a champion Infrastructure inside the firm (SET-UP, COMMUNICATIONS,

CULTURE) Support for Wellness inside the firm Internal planning activities Leveraging current policy and benefits Your own self-generated campaigns Identifying your internal Champions (“local heroes”) Internal needs assessments and surveys

Are you getting the most out of your internal resources?

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Poll # 2

Are you getting the most out of these internal resources?1) Not at all2) Not as much as I could3) To some positive degree4) To a degree I am happy with

Your commitment to health (body, mind, purpose, relations, etc.) Your role as a champion Infrastructure inside the firm (SET-UP, COMMUNICATIONS, CULTURE) Support for Wellness inside the firm Internal planning activities Leveraging current policy and benefits Your own self-generated campaigns Identifying your internal Champions (“local heroes”) Internal needs assessments and surveys

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Review of Internal Competencies

1

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Review of Internal Competencies

2

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Review Commitment & Ownership

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A) enjoying my role as a champion

B) can fulfill my role as a champion

C) am a role model in wellness

A and B) enjoying + fulfilling role

B and C) fulfilling role + role model

A and C) enjoying + role model

A, B, and C) all

Series1 69%

69%

49%

38%

44%

31%

31%

Commitment “Self-Reflection” Exercise

Next Level of Ownership Where will your firm be in the next 6 months? (%)

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Review Infrastructure/Planning

4

Physical Activity

Stress Management

Healthy Eating and Nutrition

Weight Management

Emotional/Mental Well-being

Family Health

Safety & Ergonomics

Tobacco Cessation

Diabetes

151414

1110

76

42

High Priority

NeedsHelp

8 1

10 4

7 5

6 3

Indicating high priority and high need for help

Programs that you want to deliver or strengthen in the coming months (number endorsing)

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Review Internal Support

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Senior Leaders and

Managers

Other Allies (coworkers)

CEO and/or President

Wellness Committee Members

0%

20%

40%

60%

80%

100%

Currently Have Support Support Not Needed Support Needed

Asked for idea from staff/ allies

Spoke to management/expressed needs

Completed 'Risks of Communicating' Tool

Tried tips 'Wellness Committee Tip Sheet'

Reviewed cited resources/wellness committee

Started or enhanced the wellness committee

Talked about ROI to staff

Completed 'Really Listening' Tool

Sent sample letter to management

Read books/resources on influence

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6

4

5

4

3

2

2

1

1

Indicate whether and how much you may need support now or in the coming months?

Gaining support requires strategy, knowledge, communication, skill and influence on your part. Which of the following have you tried so far? *

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Poll # 3

Where are you right now with your internal competencies?

A) I am mostly getting ready for the next levelB) I am learningC) I am immersed in implementingD) I feel like I am optimizing my internal resources

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Review of External Resources

1

Use of Monthly newsletter (including tip of the month) Other resources from Lindsay (consultation, emails,

etc.)

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Review of External Resources

2

HealthyRoads Portal features & Challenges ENGAGE HealthyRoads Marketing materials

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Review of External Resources

3

* have you considered adding more (internal) incentives to the program?Even a small budget can help.

Incentives – Are they working?

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Review of External Resources

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Use of ACEC Designed Wellness Champion Portal (e.g. Blogs)

Champion Training/Lunch & Learn (Stress, Diet & Nutrition)

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Review of External Resources

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Leveraging other resources Insurance UHC Employee Assistance Disease Management Nurse Line, etc. Community Linkages

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Poll # 4

Where are you right now with your external competencies?

A) I am mostly getting ready for the next levelB) I am learningC) I am immersed in implementingD) I feel like I am optimizing my external resources

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What is your best next step?

• Optimizing does not mean you have to do everything.

• You may only need to enhance one feature that is already in place.

• What are some areas that you can optimize?

Doing your best

Internal Resources

ExternalResources

CustomizingExternal

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Pair up with Champion