are you a healthiest employer?...the healthiest employer assessment encompasses 65 scored questions...

CONFIDENTIAL. HEALTHIEST EMPLOYER 2016 1

ARE YOU A HEALTHIEST EMPLOYER?Thank you for participating in the nationally recognized “Healthiest Employer “ Award Program. Employers like you are driving healthy change not just at your organization, but also among your peers.

On the following pages, you’ll complete the online Assessment for the Award. This Assessment is powered by Springbuk®, an employer-focused health analytics platform.

The proprietary algorithms used to score your answers were created in conjunction with feedback from more than 2,000 employers, human resource and wellness professionals, physicians, and academics.

What can you expect from the Assessment? The Assessment is focused on measuring the health of your population. Here are a few of the compo-nents to the questions in the Assessment:

• Inclusion of technology, such as wearables and activity tracking • Analysis of results vs. program design • Targeted and measured engagement • Use of resources and analytics • Financial and outcomes-based metrics

Throughout the Assessment, you’ll notice the term, “PHM/W”. This stands for Population Health Manage-ment/Wellness, a relevant term for today’s wellness minded organization.

The assessment is designed to give every organization, at every level, a chance to compete with peers. Smaller organizations may score differently than larger employers with greater resources, but each appli-cant is able to compete with like size employers.

Are you one of the Healthiest 100 in America?At the end of the Healthiest Employer Assessment, you’ll have an opportunity to complete a second as-sessment for the Healthiest 100 Workplaces in America Award®. This Award is the culmination of appli-cants from across the country and recognizes the top 100 population health programs.

In working with over 6,000 employers nationally, our goal remains unchanged: to promote and share the success of organizations like yours, and to provide non-biased information to help you improve your popu-lation’s health.

Thank you for taking the first step, and be well!

Rod ReasenChief Executive OfficerHealthiest Employer, LLC


SURVEY METHODOLOGY & SCORINGThe Healthiest Employer Assessment encompasses 65 scored questions that total 600 available points. Upon completion of the Assessment, responses are graded on a Rubric style 0-100 scale to determine your Healthiest Employer Index (HEI). Your HEI is used for scoring and to compare you with your peers for the Healthiest Employer Award.

There is no cost to participate in the Assessment and it generally requires thirty to sixty minutes to complete.

Please join us in using this opportunity to understand how you compare, and where you can improve. While the Healthiest Employer Award brings recognition to stellar organizations, it was ultimately de-signed to allow you to benchmark your success and set a path toward future success.

Good luck!


GENERAL & DEMOGRAPHIC QUESTIONSQ1. INDIVIDUAL CONTACT FOR ASSESSMENT Please complete the information below so that we can contact you with Award details.

» First name » Last name » Job title

» Work email » Phone number (work)

Q2. OPTIONAL PERSONAL CONTACT INFORMATIONPlease complete the additional (optional) contact information.

» Personal email » Linked-In profile URL (How?)

» Phone number (cell)

Q3. EMPLOYER CONTACT INFORMATIONPlease complete the contact information below for your organization.

» Name of Employer » Employer Address (for Award purposes) » City

» State » Zip Code

Q4. FOR WHICH AWARD PROGRAM ARE YOU APPLYING? If your wellness program is the same in multiple locations (and you want to apply for each location-based Award), please check all that apply. If the wellness program is different by location, please complete a separate Assessment for each.

Q5. WHICH DEPARTMENTS ARE ASSISTING IN THE COMPLETION OF THIS SURVEY? (Check all that apply) » Human Resources » Benefits » Wellness » Finance » Safety

» Risk Management » Operations » Senior Management » External Vendor (insurer, broker, consultant) » Other (please specify)

Q6. HOW LONG HAS YOUR WORKSITE WELLNESS PROGRAM BEEN IN PLACE? » 12 - 24 months » 25 - 36 months » 37 - 48 months

» 49 - 84 months » >84 months

Q7. WHAT TYPE OF INDUSTRY BEST CLASSIFIES YOUR ORGANIZATION? » Agricultural, Forestry, Fishing & Hunting » Retail/Wholesale Trade » Accommodation & Food Services » Professional, Scientific, & Technical Services » Transportation, Warehousing & Utilities » Health Care » Real Estate, Rental, & Leasing » Finance & Insurance

» Information & Communication » Construction » Education Services » Administrative Support » Waste Management & Remediation Services » Arts, Entertainment & Recreation » Public Administration » Other Services (please specify)


Q8. WHAT IS THE TOTAL NUMBER OF FULL-TIME EMPLOYEES IN YOUR ORGANIZATION (IN THE U.S.)?

Q9. HOW MANY EMPLOYEES ARE WITHIN THE “HEALTHIEST EMPLOYER” AWARD AREA (I.E., THE GEOGRAPHIC AREA OF THE BUSINESS JOURNAL AWARD CRITERIA)?

Q10. WHAT PERCENTAGE OF YOUR POPULATION IS FULL-TIME?

Q11. WHAT PERCENTAGE OF YOUR POPULATION IS IN A UNION? (PLEASE ENTER “0” IF NONE OF YOUR POPULATION IS IN A UNION)

Q12. WHAT PERCENTAGE OF EMPLOYEES REGULARLY WORK FROM HOME (TELECOMMUTE)?

Q13. IN WHAT STATE IS YOUR ORGANIZATION HEADQUARTERED? » Alabama » Arizona » Arkansas » California » Colorado » Connecticut » Delaware » District of Columbia » Florida » Georgia » Idaho » Illinois » Indiana » Iowa

» Kansas » Kentucky » Louisiana » Maine » Maryland » Massachusetts » Michigan » Minnesota » Mississippi » Missouri » Montana » Nebraska » Nevada » New Hampshire

» New Jersey » New Mexico » New York » North Carolina » North Dakota » Ohio » Oklahoma » Oregon » Pennsylvania » Rhode Island » South Carolina » South Dakota » Tennessee » Texas

» Utah » Vermont » Virginia » Washington » West Virginia » Wisconsin » Wyoming » Puerto Rico » Alaska » Hawaii » Not Headquartered in the U.S.

Q14. PLEASE INDICATE YOUR ORGANIZATION’S TOTAL NUMBER OF DOMESTIC WORKSITE LOCATIONS.

Q15. HOW IS YOUR HEALTHCARE PLAN FUNDED? » Trust » Self-funded

» Fully-insured » Other (please specify)

Q16. WHAT TYPE OF CONTRIBUTION MODEL DOES YOUR ORGANIZATION USE FOR HEALTH INSURANCE? » Flat dollar amount » Percentage of costs » Defined contribution (a specific dollar amount)

» We don’t contribute toward our employee health insurance

» I don’t know

Q17. HAVE YOU EXPLORED OR PLAN TO EXPLORE USING A PRIVATE EXCHANGE FOR YOUR COMPANY’S HEALTH INSURANCE? » We have a private exchange in place » We’re moving to a private exchange at next renewal period

» We have explored a private exchange but don’t plan to move to one

» We have not explored the private exchange » I don’t know

Q18. IF APPLICABLE, WHO IS YOUR BENEFITS BROKER/CONSULTANT? WE ASK THIS TO NOTIFY YOUR VENDORS THAT YOU HAVE BEEN RECOGNIZED. THIS GIVES THEM OPPORTUNITY TO CELEBRATE WITH YOU. YOUR ANSWER DOES NOT CHANGE YOUR SCORE. » Brokerage/Consulting Firm Name » Representative Name

» Representative Email


Q19. RATE THE STATEMENTS THAT DESCRIBE THE OBJECTIVES OF YOUR ORGANIZATION’S PHM/W (POPU-LATION HEALTH MANAGEMENT/WELLNESS) PROGRAM. » Educate employees on company benefits of living healthy

» Educate employees on personal benefits of living healthy

» Improve the wellbeing of employees » Improve the wellbeing of dependents » Create a healthy worksite culture

» Contain healthcare costs/cost management strategy

» Reduce absenteeism » Altruistic - Because it is the right thing to do » Improve recruitment » Improve retention » Support company effort to be viewed as an employer of choice

Q20. THERE ARE MANY OPTIONS AVAILABLE TO YOU IN THE WELLNESS COMMUNITY. WITH YOUR PERMIS-SION, WE CAN ASSIST BY PUTTING YOU IN TOUCH WITH ORGANIZATIONS THAT MAY HELP FILL A NEED YOU HAVE TODAY. PLEASE SELECT ALL THE TYPES OF COMPANIES YOU WOULD LIKE TO RECEIVE INFORMA-TION FROM. » Wellness vendor » Disease management » On-site clinic » Health analytics » Benefit broker/consultant » Fitness facilities » Social and digital media (gamification) » Biometric screening » Non-profit (ie., American Cancer Society)

» Tobacco cessation program » Weight loss » Nutrition and healthy living » Stress management » Financial wellness » Ergonomics » Workers compensation » None » Other (please specify)


Culture determines the success (or failure) of today’s worksite wellness programs. Leadership plays a critical role in affecting an organization’s approach to programming. Answer the following questions that most accu-rately display your organizations commitment to PHM/W.

Q1. WHICH OF THE FOLLOWING DESCRIBES YOUR LEADERSHIP’S SUPPORT OF PHM/W (POPULATION HEALTH MANAGEMENT/WELLNESS)? (80-100%, 60-80%, 40-60%, 20-40%, <20% of the time, Never) » Leadership development includes the business relevance/value of worker health and well-being to the organization

» Leaders actively participate in PHM/W programs » Leaders are role models for prioritizing health » Our company mission/vision statement supports employee health

» Leadership allocates funding to support PHM/W » Leaders are role models for a proper work/life balance

» Leaders support wellness managers efforts » Leaders publicly recognize employees for healthy actions or outcomes

» Leaders are held accountable for supporting the health and well-being of their employees

» Leaders hold their front line managers accountable for supporting the health and well-being of their employees

» A senior leader has authority to take action to achieve the organization’s PHM/W goals

Q2. HOW OFTEN IS PHM/W PERFORMANCE DATA PRIMARILY COMMUNICATED TO SENIOR LEADERSHIP? » Real-time dashboard is available for leadership viewing

» 4 or more times a year » 2-3 times a year

» 1 time a year » No reporting is done on PHM/W » I don’t know

Q3. DOES YOUR COMPANY HAVE ANY OF THE FOLLOWING POLICIES TO SUPPORT EMPLOYEE HEALTH (Check all that apply) » Make work time (paid) available for physical activity » Use work time (paid) for stress management reju-venation

» Require healthy vending options » Conduct a pre-employment medical screen before employment

» Require non tobacco use as term of employment » Require healthy food options at company gather-ings

» Alcohol and drug free environment policy » Tobacco-free campus/worksite » Other (please specify)

Q4. DOES YOUR COMPANY’S PHYSICAL ENVIRONMENT(S) (BUILDING/CAMPUS) INCLUDE ANY OF THE FOL-LOWING? (Check all that apply) » Healthy vending options » Healthy cafeteria options » Well-lit stairways » No-cost fresh/filtered water (bottled, RO, water cooler, etc.)

» Outdoor trails for walking or running » Onsite clinic

» Standing/Walking desks » Ergonomic options » Quiet (relaxation room) » Shower facilities » None of the above » Other (please specify)

SECTION 1 CULTURE & LEADERSHIP COMMITMENT


Q5. HOW DOES SENIOR LEADERSHIP COMMUNICATE SUPPORTIVE MESSAGES ABOUT WELLNESS? (Check all that apply) » Printed material » Direct mail » Posters » Email » Mobile applications (smart phone apps) » By participating in activities

» Video » Social media » text messaging » Senior leadership doesn’t communicate supportive messages about wellness

» Other (please specify)

Q6.HOW MUCH IS YOUR ANNUAL BUDGET FOR PHM/W (POPULATION HEALTH MANAGEMENT/WELLNESS) “WELLNESS”?

Q7. IS THE WELLNESS BUDGET TRACKED AS A PERCENTAGE OF YOUR TOTAL BENEFITS BUDGET? » Yes » No

» I don’t know

Q8. WHICH OF THE FOLLOWING INTERNAL RESOURCES ARE USED TO SUPPLEMENT YOUR WELLNESS PROGRAM BUDGET? (Check all that apply) » Marketing » IT » Human Resources » Finance » Operations

» Facilities » Other (please specify) » We do not use internal resources » Not applicable to my organization

Q9. DOES YOUR ORGANIZATION HAVE AN EMERGENCY RESPONSE PLAN THAT ADDRESSES ANY OF THE FOLLOWING? (Check all that apply) » Stroke » Heart attack » Fever » Ebola » HIV/AIDS

» Flu » Measles » Other (please specify) » We do not have an emergency plan in place » I don’t know


The foundation of your program will determine its overall, long-term strength. Shallow programs can be built quickly, but have difficulty in producing lasting results.

Q1. WHICH OF THE FOLLOWING DOES YOUR ORGANIZATION OFFER TO EMPLOYEES? (Check all that apply) » Discounted healthy food options » Healthy foods available for purchase » Flexible work schedule » Access to wellness programs during work hours » Subsidy for external fitness center » Access to on-site fitness center » Safe and accessible fitness trails » Access to bicycle storage racks or facility » Health risk assessment/appraisals » Lifestyle programs or coaching » Disease management programs or coaching » Access to employee assistance programs (EAP) » Dedicated stress/relaxation space » Recreation programs » Clubs supporting healthy lifestyles » Wellness website or portal access

» Wellness library or written materials » Healthy sleep resources » Shower facilities » On-site or nearby off-site medical clinic » Supportive return-to-work policy » Telephonic doctor » Nurse hotline » Well-lit stairwells » Chiropractic visits » Flu shots » Allergy shots/screening » Personal finance resources » Family support resources » On-site health coaches » Other (please specify) » We do not offer any of these to employees

Q2. WHICH OF THE FOLLOWING DO YOU OFFER TO SPOUSES/DEPENDENTS? (Check all that apply) » Subsidy for external fitness center » Access to on-site fitness center » Safe and accessible fitness trails » Health risk assessment/appraisals » Lifestyle programs or coaching » Disease management programs or coaching » Access to employee assistance programs (EAP) » Recreation programs » Clubs supporting healthy lifestyles » Wellness website or portal access » Wellness library or written materials

» Healthy sleep resources » Shower facilities » On-site or nearby off-site medical clinic » Nurse hotline » Chiropractic visits » Flu shots » Allergy shots/screening » Personal finance resources » Family support resources » Other (please specify) » We do not offer any of these to spouses

Q3. IF APPLICABLE, WHO DO YOU USE FOR WELLNESS VENDOR SERVICES? WE ASK THIS TO NOTIFY YOUR VENDORS THAT YOU HAVE BEEN RECOGNIZED. THIS GIVES THEM OPPORTUNITY TO CELEBRATE WITH YOU. Your answer does not change your score. » Vendor Company Name » Vendor Representative Name


Q4. WHICH OF THE FOLLOWING BEST DESCRIBES HOW YOU USE A HEALTH RISK ASSESSMENT/APPRAISAL (HRA)? (Check all that apply) » We require an HRA to be completed to be eligible for our health insurance

» We use the HRA data to plan our PHM/W programs » We have employees take the HRA so they can see how they are individually doing

» We have an HRA but are not using the data currently

» We offer an incentive to complete an HRA » We do not offer an HRA

SECTION 2 FOUNDATIONAL COMPONENTS


Q5. PLEASE CHECK EACH TYPE OF EMPLOYEE ASSESSMENT YOU USE. (Check all that apply) » Health risk assessment/appraisals » Readiness to change assessment » Interest preference and need surveys » Biometric screenings » Program satisfaction surveys

» Health practice surveys » Health presenteeism assessment (e.g. SF 12, SF 36, WLQ)

» None of the above

Q6. HOW DOES YOUR ORGANIZATION PROMOTE EACH OF FOLLOWING ITEMS AS A MEANS TO IMPROVE EN-GAGEMENT? (Financial incentive, Non-financial incentive, No incentive provided, N/A we don’t offer this item) » Participation in Biometric screening only » Participation in a HRA only » Participation in an HRA and Biometric screen » Change in health status from at risk to no risk » Change in health status from moderate risk to low risk » Change in health status from high risk to moderate risk » Change toward positive behaviors » Lowering cholesterol » Losing weight

» Stopping tobacco usage » Participation in disease management » Participation with a health coach » Completing an annual physical » Healthy activities » To use low cost healthcare (shop for best price) » Point tracking or measurement with a point system » We do not provide rewards or incentives

Q7. RATE THE EFFECTIVENESS OF EACH ITEM BELOW AS IT RELATES TO ENGAGING YOUR POPULATION. (Extraordinary, Superior, Good, Fair, Poor, N/A we don’t offer this item) » Gift cards » Recognition » Premium reduction » Personal health improvement

» Cash » Prizes » Premium increase for not participating » Other (Please specify)

Q8. WHICH TYPE OF BIOMETRIC SCREENINGS DO YOU PRIMARILY USE IN YOUR PHM/W PROGRAM? (Please select one) » On-site fingerstick » Off-site fingerstick (lab, home test kit, etc.) » On-site veinipuncture » Off-site veinipuncture (lab, home test kit, etc.)

» Physician lab results » We do not currently offer this type of screening » We are considering adding this screening in the future

Q9. DO YOU OFFER TRAINING ON AUTOMATED EXTERNAL DEFIBRILLATOR (AED) OR CPR? » Yes » No

» I don’t know

Q10. DOES YOUR WELLNESS PROGRAM COMPLY WITH ACA? » Yes » No

» I don’t know


Achieving an innovative program begins by developing a mid and long-term strategy. This work will be evi-denced in the results of a healthier, more productive workforce.

Q1. WHICH OF THE FOLLOWING ITEMS ARE USED TO INVOLVE EMPLOYEES IN BUILDING YOUR PHM/W PRO-GRAM? (Check all that apply) » An opportunity to provide input into program content

» Employee satisfaction survey about PHM/W is conducted

» Participation data from past programs » Aggregate medical claims data

» Health analytics software » Wellness champion networks are used to support PHM/W

» Other (please specify) » None of the above

Q2. WHICH DEPARTMENT OVERSEES YOUR WORKSITE WELLNESS PROGRAM? » Environmental health & safety » Facilities » Operations » Marketing » Occupational health/medical » Employee development/training » Benefits

» Human resources » Finance » Direct to CEO » Employee Assistance Program » External vendor(s) » Other (please specify)

Q3. WHAT IS YOUR SOURCE FOR THE LATEST INFORMATION ON CORPORATE WELLNESS? Your answer does not change your score. » Internet (please specify which sites) » Industry publications (please specify)

» Industry groups (please specify) » Conference (please specify which you attend)

Q4. WHICH OF THE FOLLOWING DOES YOUR WELLNESS PROGRAM HAVE? (Check all that apply) » Goals » Budget » Written plan » Reporting process

» Strategic planning process » Metric-driven » Outcomes-based measurement » None of the above

Q5. HOW OFTEN DOES YOUR COMPANY CONDUCT AN EMPLOYEE HEALTH NEEDS ASSESSMENT/STRATE-GIC PHM/W PLAN? » Once every 5 years » Once every 4 years » Once every 3 years » Once every 2 years » Once a year » Twice a year

» Quarterly » Monthly » We do not do an employee health needs assessment

» Other (Please specify)

SECTION 3 STRATEGIC PLANNING


Q6. WHICH OF THE FOLLOWING DATA SOURCES DO YOU ACTIVELY USE IN STRATEGIC PLANNING FOR YOUR COMPANY’S PHM/W PROGRAM? (Check all that apply) » Behavioral health claims » Health risk assessment/appraisal (HRA) » Biometric screenings » Fitness assessment » Absence/sick days data » Employee interest/feedback » Employee satisfaction » Employee engagement data » Employee/business performance data » Employee retention/recruitment » Healthcare claims data » Health analytics integrated data » Participant satisfaction data

» Program participation data (i.e., how many completed an HRA)

» Population risk analysis - health » Mental health risk analysis » Employee absenteeism » Employee disability (short-term and long-term) » Employee workers compensation claims » Employee productivity » Compliance/Adherence » Clinic usage » Wearables/mHealth devices » Social media or digital gaming participation » Health culture audits » Other (Please specify) » None of the above

Q7. IF YOU PARTICIPATE IN ANY OF THE FOLLOWING, PLEASE RATE YOUR VALUE IN PARTICIPATING. (Superior, Very Good, Good, Fair, Poor, N/A: Do not participate) » Healthiest Employer Award » Healthiest 100 Workplaces in America » Best Places to Work » HERO » WELCOA

» C. Everett Koop » National Business Group on Health (NBGH) » Local city/state wellness council recognition » Other (Please specify)

Q8. WHICH OF THE FOLLOWING DO YOU USE TO ASSESS THE HEALTH OF YOUR POPULATION? (Check all that apply) » Behavioral health claims » Health risk assessment/appraisal (HRA) » Biometric screenings » Individual fitness assessment » Disability claims » Absence/sick days data » Employee interest/feedback » Employee satisfaction » Employee engagement data » Employee/business performance data » Employee retention/recruitment » Healthcare claims data » Health analytics integrated data » Participant satisfaction data

» Program participation data (i.e., how many completed an HRA)

» Population risk analysis - health » Mental health risk analysis » Employee absenteeism » Employee disability (short-term and long-term) » Employee workers compensation claims » Employee productivity » Compliance/Adherence » Clinic usage » Wearables/mHealth devices » Social media or digital gaming participation » Health culture audits » Other (Please specify) » We do not currently assess population health

Q9. IF APPLICABLE, WHO IS YOUR ONSITE CLINIC PROVIDER? WE ASK THIS TO NOTIFY YOUR VENDORS THAT YOU HAVE BEEN RECOGNIZED. THIS GIVES THEM OPPORTUNITY TO CELEBRATE WITH YOU. » Onsite Clinic Company Name » Company Representative Name



Q10. PLEASE SELECT ALL PROGRAMS OR DEPARTMENTS THAT HELP COMPRISE YOUR WELLNESS PROGRAM. (Check all that apply) » Nurse advice hotline » Disease management » Case management » Workers’ compensation » Environmental health and safety » Employee assistance program » Work-life balance or effectiveness program » Employee benefits » Employee training or development

» Recruitment or staffing » Sales or marketing » Human resources » Information technology » Facilities and engineering » Operations » Analytics » None are applicable to my program » Other (Please specify)

Q11. WHO IS THE PRIMARY MANAGER OF YOUR PHM/W (POPULATION HEALTH MANAGEMENT/WELLNESS) PROGRAM? » We have a full-time position solely dedicated to directing our wellness program

» We have a part-time position solely dedicated to directing our wellness program

» We have an employee who spends a portion of their time directing our wellness program.

» We use an external wellness consultant to direct

our wellness programs » Our broker directs our wellness programs » We rely on outside vendors to direct our programs » We do not have a PHM/W program » No one directs our program

Q12. PLEASE TELL US WHICH OF THE FOLLOWING BEST DESCRIBES YOUR WELLNESS COMMITTEE. (Check all that apply) » Our committee is represented by different departments

» We require training for all committee members » We have defined job descriptions/duties for each member

» We have a defined budget » We provide a toolkit including resources, informa-tion, and contacts to each member

» We can recognize employees with rewards

» We have access to health analytics software » We have access to aggregate data on claims/Rx » We have access to aggregate biometric data » Our committee meets weekly » Our committee meets monthly » Our committee meets semi-annually » Our committee meets once a year » We have no wellness committee » None of the above


With a communications and marketing campaign targeted to your workforce, you can turn short-term participa-tion into ongoing momentum.

Q1. PLEASE SELECT THE ATTRIBUTES THAT CORRECTLY DESCRIBE THE MARKETING AND COMMUNICA-TIONS OF YOUR PHM/W PROGRAM. (Check all that apply) » Dedicated brand with either name or logo » PHM/W communications are branded to organization

» We have a program calendar » Printed newsletters mailed/available » Posters are displayed in workplace » Direct mailings about specific health issues » Email communication about programs » Text messages are sent about programs » Our company intranet has wellness program infor-mation available

» Presentations/Company meetings » Employee handbooks include program info » Participant success stories are shared with permission

» Signs (including “no smoking”) with information about your tobacco use policy

» Signs at elevators, stairwell entrances or exits and other key locations to encourage use of stairs

» Recognition programs for individual wellness ac-complishments


Q2. HOW OFTEN DO YOU SEND PRIMARY WELLNESS COMMUNICATIONS TO EMPLOYEES? » Daily » Weekly » Monthly » Quarterly

» Semi-Annually (2x a year) » Annually » We do not send any PHM/W communication » I don’t know

Q3. PLEASE RATE THE FOLLOWING CHANNELS YOU USE TO COMMUNICATE INFORMATION ABOUT YOUR PHM/W INITIATIVES. (Extraordinary, Superior, Very Good, Fair, Poor, NA). » Printed newsletters » Posters in your workplace » Direct mailings » App for phones » Social media » Wellness portal » Word of mouth

» Email » Text messages » Company intranet » Presentations/Company meetings » Employee handbooks » Other (Please specify)

Q4. WHICH OF THE FOLLOWING AREAS ARE YOU SENDING DIRECT COMMUNICATION TO EMPLOYEES BASED ON INDIVIDUAL NEEDS OR ACTIVITIES? (Communication can come from a third party, such as Springbuk, wellness vendor, insurance carrier, etc. Check all that apply) » Diabetes » Obesity » Hypertension » Cholesterol » Asthma » COPD » Sleep apnea » CVA/Stroke » Lower back pain

» Stretching » Fitness » Nutrition » CAD (Coronary Artery Disease) » Stress » Sitting » PSA for age-eligible males » Mammogram for age-eligible females » Colonoscopy for age-eligible participants

SECTION 4 MARKETING & COMMUNICATIONS


» Lower cost medical care alternatives » Cost transparency » On-site clinic scheduling/access » Health coaching accessibility/contact information » Behavior change info to pre-disease state individu-als (pre-diabetic, per-hypertensive, etc.)

» Gaps in care notification to non-compliant individuals

» Prescription refill reminders to individuals who have missed necessary refill

» We don’t have the ability to define who gets specif-ic communication

» We would like to be able to send specific communi-cation more effectively

» Other (Please specify) I don’t know

Q5. WHEN YOU DISTRIBUTE WELLNESS COMMUNICATION TO YOUR EMPLOYEES, WHAT ARE YOUR GOALS? (Check all that apply) » Educate on specific wellness topic » Educate on wellness in general » Share organizational success » Target specific gaps in care

» Share individual success/testimonials » Announce upcoming event or program » Communicate cost savings in health care » Other (please specify)

Q6. WITH WHOM DO YOU REGULARLY SHARE PERFORMANCE DATA ABOUT YOUR PHM/W PROGRAMS? (Check all that apply) » Participants » Senior leadership » Wellness committee members » Managers/supervisors » Program vendors/partners » Customers

» Community leaders » We don’t share data with anyone » We would like to be able to share this information easier

» I don’t know

Q7. PLEASE RATE THE EFFECTIVENESS OF THE FOLLOWING INTERVENTIONS PROVIDED BY YOUR TAR-GETED LIFESTYLE MANAGEMENT PROGRAMS. YOUR ANSWERS DO NOT CHANGE YOUR SCORE BUT YOU RECEIVE CREDIT FOR ANSWERING. (Very Effective, Slightly Effective, Neutral, Slightly Ineffective, Moderate-ly Ineffective, Very Ineffective, NA, Considering doing this in the future). » Email » Web-based interventions (wellness portal) » SMS/text » Location-based messaging » Messaging to an app on phone or device » On-site 1:1 coaching

» On-site group classes » Paper-based bidirectional communication between organization and individual

» Telephonic coach » Telephonic doctor

Q8. WHICH OF THE FOLLOWING ELECTRONIC CONSUMER TOOLS DO YOU OFFER? (Check all that apply) » EMR (electronic medical record) » PHR (personal health record) » Benefits portal » App (phone-based application) » Wellness web portal

» We are considering offering one of the above in the future

» Other (Please specify) » N/A to my organization


Does your program use a carrot or a stick? Effective methods and engagement strategies are often ones that address the self-interest of the employee population.

Q1. DO YOU REQUIRE YOUR PHM/W VENDORS TO SHARE DATA WITH OTHER VENDORS FOR BETTER INTE-GRATION? » Yes » No

» We would like to be able to share data, but don’t currently

» I don’t know

Q2. PLEASE SELECT WHICH INITIATIVES YOUR WELLNESS PROGRAM IS DESIGNED TO ADDRESS. (Check all that apply) » Healthy employees at low risk for chronic condi-tions

» Employees at moderate risk for chronic conditions » Employees at high risk for chronic conditions » Employees with chronic diseases » Employees with acute illness and injury » Employees on short-term disability

» Employees on long-term disability » Employee dependents » Employees with gaps in care » We do not address to this targeted level » We are considering going deeper to address these risk categories

Q3. DO YOU PROVIDE INCENTIVES/REWARDS FOR ANY OF THE FOLLOWING? » Participation in biometric screening only » Participation in a Health Risk Assessment/ Appraisal (HRA) only

» Participation in an HRA and biometric screen

» We don’t provide incentives/rewards for any of these

» I don’t know

Q4. WHICH TARGETED LIFESTYLE PROGRAMS AND/OR COACHING OPPORTUNITIES ARE OFFERED TO EMPLOYEES? (Check all that apply) » Diabetes » Physical activity and fitness » Tobacco cessation » Nutrition and healthy eating » Weight management » Stress management and relaxation » Financial wellness » Depression recognition and management » Blood pressure management » Cholesterol management » Asthma » COPD » Sleep apnea » CVA/Stroke » Healthy back

» Stretching » CAD (coronary artery disease) » Ergonomics » Non-compliant with care » Non-compliant with prescriptions » Pre-disease state (pre-diabetes, pre-hypertension, etc.)

» Keep the healthy, healthy » At risk to improve » Chronically ill - manage and improve » Other (Please specify) » We do not have the detail to engage at this level » We would like to have this level of information » I don’t know

SECTION 5 PROGRAMING & INTERVENTIONS


Q5. WHICH OF THE FOLLOWING SOCIAL STRATEGIES DO YOU USE TO ENCOURAGE PARTICIPATION IN HEALTH MANAGEMENT PROGRAMS? (Check all that apply) » Group goal activities » Competitions/challenges » Connecting participation to a cause (eg., American Heart Association walk/runs)

» Peer support

» Gamification » Social media » Awards » Other (Please specify) » None of the above

Q6. WHICH OF THE FOLLOWING TECHNOLOGY-BASED RESOURCES DOES YOUR ORGANIZATION USE IN YOUR HEALTH MANAGEMENT PROGRAMS? (Check all that apply) » On-site kiosks » Web portal » Mobile applications (i.e., phone apps) » mHealth bluetooth devices (eg, watch, activity band, etc.)

» Activity trackers (NON-BLUETOOTH enabled) devices (eg., pedometers, accelerometers, scales, blood pressure monitor, etc.)

» We are currently considering using these types of resources

» We are interested in collecting this type of data » We have no interest in adding this type of data » None of the above

Q7. WHICH OF THE FOLLOWING INCENTIVES DO YOU OFFER TO EMPLOYEES TO IMPROVE PARTICIPATION IN YOUR PHM/W PROGRAM? (Check all that apply) » Financial contribution to an employee spending/savings account (FSA, HSA or HRA)

» Lower (higher) employee premium contributions » Lower cost-sharing (deductions, co-pays or co-insurance)

» Specific medical plan eligibility (i.e., low deductible if certain requirements are met)

» Gift cards » Recognition » Personal health improvement

» Cash » Extra vacation days or PTO » Tee shirts, water bottles, pedometers, etc. » Lottery tickets » Gym membership » Drawing for large prize (TV, vacation, new car, etc.) » We do not offer incentives to improve participation » Other (Please specify) » I don’t know

Q8. ARE BENEFITS-ELIGIBLE SPOUSES ABLE TO EARN THE INCENTIVE FOR ASSESSMENT-RELATED ACTIV-ITIES? » Yes, the same incentive as the employee » Yes, a different incentive » Yes, both the employee and spouse must complete required assessments to receive the incentive

» No, spouses aren’t able to earn incentives » I don’t know

Q9. IF HEALTH STATUS IS USED TO MEASURE PROGRESS, WHICH ONES DO YOU USE?(Check all that apply) » Waist circumference » Weight loss target (BMI) » Blood pressure » Cholesterol » Tobacco use status

» Blood glucose/HbA1c » Hip-to-waist ratio » Overall risk score » We do not use health status to measure progress » Other (Please specify)

Q10. HAVE INCENTIVES BEEN DOCUMENTED TO RESULT IN BEHAVIOR CHANGE? » Yes » No

» I don’t know » We are considering this for the future


Q11 DO YOU ACTIVELY ENGAGE EMPLOYEES ACROSS MULTIPLE SITE LOCATIONS? » Yes » No


Q12. DO YOU USE GEOGRAPHY OR LOCATION-BASED TECHNOLOGY TO ENGAGE AT-RISK EMPLOYEES? » Yes » No


Q13. DO YOU HAVE A REFERRAL/FOLLOW-UP PROCESS FOR THOSE INDIVIDUALS WHOSE BIOMETRIC SCREENING RESULTS ARE OUT OF THE NORMAL RANGE? » Yes » No


Q14. WHICH OF THE FOLLOWING MHEALTH (MOBILE HEALTH) DEVICES OR TRACKING TOOLS DOES YOUR ORGANIZATION USE? » FitBit » JawBone » Withings » Apple

» My Fitness Pal » Garmin » Other (Please specify) » None of the above

Q15. ARE YOUR PHM/W PROGRAMS INTEGRATED IN ANY OF THE FOLLOWING WAYS? (Check all that apply) » PHM/W partners (internal and external) refer in-dividuals to programs and resources provided by other partners when necessary

» PHM/W partners provide information transfer about individuals to programs and services provid-ed by other partners

» The referral process is monitored for efficiency » All partners collaborate as a team to track out-comes for individual employees

» We would like to be able to coordinate care like suggested above


Q16. DOES YOUR ORGANIZATION OFFER A DISEASE MANAGEMENT PROGRAM - WHETHER THROUGH THE HEALTH PLAN OR A SPECIALTY VENDOR - THAT ADDRESSES ANY OF THE FOLLOWING CONDITIONS? (Check all that apply) » Arthritis » Asthma » Autoimmune disorders (multiple sclerosis, rheumatoid arthritis, etc.)

» Cancer » Chronic obstructive pulmonary disease » Congestive heart failure » Coronary artery disease

» Depression » Diabetes » Maternity metabolic syndrome » Musculoskeletal/back pain » Obesity » Other (Please specify) » We don’t offer any disease management programs


Savvy employers are always seeking ways to measure success. When it comes to PHM/W though, it is often difficult to track a Return On Investment (ROI). Answer the questions below that best describe how your organi-zation reports and analyzes your data.

Q1. HOW DO YOU MEASURE THE EFFECTIVENESS OF YOUR PHM/W PROGRAMS PARTICIPATION? (Check all that apply) » Changes in health risks » Improvements in clinical measures/outcomes » Absenteeism reductions » Productivity/performance impact » Financial outcomes measurement (medical plan cost or other health spending)

» Recognition/Awards (e.g., Healthiest Employer) » Recruitment » Employee retention

» Employee satisfaction/morale and engagement » Customer satisfaction » Reduction in gaps in care » Age-eligible exam compliance » Maintenance medication adherence » Other (Please specify) » We do not measure the effectiveness of our PHM/W » We would like to be able to measure this more effectively

Q2. WHICH OF THE FOLLOWING DO YOU USE TO CALCULATE A RETURN ON INVESTMENT (ROI) OR RETURN ON HEALTH? (Check all that apply) » Participation » Changes in health risks » Improvements in clinical measures/outcomes » Absenteeism reductions » Productivity/performance impact » Financial outcomes measurement (medical plan cost or other health spending)

» Recognition/Awards (e.g., Healthiest Employer) » Recruitment » Employee retention

» Employee satisfaction/morale and engagement » Customer satisfaction » Reduction in gaps in care » Age-eligible exam compliance » Maintenance medication adherence » Other (Please specify) » We do not calculate any type of return for our PHM/W

» We would like to be able to measure this more effectively

Q3. WHICH OF THE FOLLOWING DO YOU TRACK? (Yes, we do this today, WE are considering this, No, we do not do this, I don’t know) » Absenteeism rates of wellness program partici-pants vs. non-participants

» Changes in presenteeism resulting from your well-ness programs

» Productivity measures of wellness program partici-pants vs. non-participants

» Changes in total health care spending resulting from all wellness programs

» Changes in health care spending by general health condition categories

» Changes in health care spending by chronic health condition categories

» Changes in health care spending of wellness pro-gram participants vs. non-participants?

» Changes in health risk levels for your disease man-agement population

» Change in biometric measurements » Changes in health risk level by condition » Have you attempted to measure PHM/W program impact on health risk?

SECTION 6 REPORTING & ANALYSIS


Q4. WHICH OF THE FOLLOWING THIRD PARTY TOOLS DO YOU USE TO STRATIFY THE RISK OF YOUR POPULATION? (Check all that apply) » Broker portals » Wellness vendor analytics » Excel » Insurance/TPA vendors portal » Health analytics dashboard

» We are considering using these types of tools in the future

» We do not use any tools today » I don’t know

Q5. WHAT PERCENTAGE OF YOUR POPULATION HAS MOVED OUT OF THE OBESE CATEGORY IN THE LAST 24 MONTHS? (AS DEFINED BY THE CDC, ADULT OBESITY IS ANYONE WITH A BMI OF 30 OR HIGHER) » 11-25% » >25%

» No change » I don’t know

Q6. WHAT PERCENTAGE OF YOUR POPULATION HAS MOVED OUT OF THE HIGH RISK RANGE FOR BLOOD PRESSURE THE LAST 24 MONTHS? » 11-25% » >25%

» No change » I don’t know

Q7. AGAINST WHICH OF THE FOLLOWING DO YOU BENCHMARK YOUR CORPORATE HEALTH RESULTS? (CHECK ALL THAT APPLY) » Wellness vendor data » Insurance carrier or health plan data » Health analytics » Broker/consultant data

» Kaiser data » We do not benchmark results » Other (Please specify)

Q8. PLEASE SELECT THE RANGE OF COST PER ELIGIBLE PERSON/MONTH FOR THE FOLLOWING ITEMS BELOW EXCLUDING INCENTIVES. THIS QUESTION IS FOR RESEARCH PURPOSES AND TO IMPROVE TRANS-PARENCY AND AVAILABILITY OF PROGRAMMING. THIS INFORMATION ALLOWS YOU TO BENCHMARK AGAINST YOUR PEERS FOR PRICING. ($.01-.25, $.25-.99, $1-2.99, $3-4.99, $5-10, $10-25, $25, N/A) » Health assessment » Biometric screening » Disease management » Wellness portal » Health analytics dashboard

» On-site/near-site clinic » Obesity/Weight mgt programs » Targeted lifestyle mgt programs » Total PHM/W programs

Q9. IF YOU ARE MEASURING A RETURN ON INVESTMENT (ROI), WHAT HAVE YOU SEEN IN YOUR ORGANIZA-TION FOR EVERY DOLLAR SPENT? FOR INSTANCE, IF YOU SPEND $1 PER EMPLOYEE PER MONTH YOU GET $3 RETURNED IN PRODUCTIVITY, LOWER CLAIMS, ETC. » $0 Return » $1 Return » $2 Return » $3 Return » $4 Return

» $5-$7 Return » $7-$10 Return » $10+ Return » Not measuring ROI » Considering measuring ROI


Q10. WHAT IS YOUR EMPLOYEE PARTICIPATION RATE IN EACH OF THE FOLLOWING? (N/A, 1-20%, 21-40%, 61-80%, >80%) » Health risk assessment/appraisal » Biometric screening » Voluntary programs (walks, seminars, etc.) » Disease management for eligible members » Chronic condition management

» Web portal login (if available) » Web portal usage of at least 5x per year (if avail-able)

» Earn at least a portion of available incentives » Earn 100% of available incentives

Q11. WHAT IS YOUR AVERAGE EMPLOYEE BMI (BODY MASS INDEX)? » Ave. BMI: » I don’t know

Q12. WHAT PERCENTAGE OF YOUR EMPLOYEES ARE OBESE? (DEFINED AS A BMI SCORE OF >25) » % obese: » I don’t know

Q13. WHAT IS YOUR AVERAGE PEPM (PER EMPLOYEE PER MONTH) HEALTH INSURANCE COSTS? (THIS IS YOUR TOTAL PRE-SUBSIDIZED RATE OR COBRA EQUIVALENT) » PEPM insurance costs: » I don’t know

Q14. WHAT IS YOUR AVERAGE EMPLOYEE AGE? » Ave. employee age: » I don’t know

Q15. WHAT PERCENTAGE OF YOUR EMPLOYEES ARE TOBACCO USERS » % of employees who are tobacco users: » I don’t know

Q16. WHAT IS THE AVERAGE TOTAL CHOLESTEROL OF YOUR EMPLOYEES? » Ave. total cholesterol: » I don’t know

Q17. WHAT PERCENTAGE OF YOUR EMPLOYEES ARE DIABETIC? » % diabetic: » I don’t know

Q18. WHAT PERCENTAGE OF YOUR EMPLOYEES ARE HYPERTENSIVE? » % hypertensive: » I don’t know


ESSAY SECTIONQ1. IN 500 WORDS OR LESS, PLEASE DESCRIBE YOUR WELLNESS PROGRAM.

Q2. IN 500 WORDS OR LESS, PLEASE DESCRIBE ANY TANGIBLE OUTCOMES OR RESULTS ATTRIBUTED TO YOUR WELLNESS PROGRAM.

Q3. IN 100 WORDS OR LESS, PLEASE DESCRIBE ONE UNIQUE COMPONENT OF YOUR WELLNESS PROGRAM.

are you a healthiest employer?...the healthiest employer assessment encompasses 65 scored questions...

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