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CRAFTING WELLNESS OPERATING PLAN Justin Allen Employee Health Solutions [email protected]

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Page 1: Crafting wellness operating plan - Kennebec Valleykvhra.shrm.org/sites/kvhra.shrm.org/files/Crafting... · 12/12/2012  · Crafting a wellness budget •Itemize everything •Use

CRAFTING WELLNESS

OPERATING PLAN

Justin Allen

Employee Health Solutions

[email protected]

Page 2: Crafting wellness operating plan - Kennebec Valleykvhra.shrm.org/sites/kvhra.shrm.org/files/Crafting... · 12/12/2012  · Crafting a wellness budget •Itemize everything •Use

Prepare to Plan

• Set aside time for PLANNING

• Separate time- not part of another meeting

• Create agendas for planning meetings/time, even if it will just be

you.

Page 3: Crafting wellness operating plan - Kennebec Valleykvhra.shrm.org/sites/kvhra.shrm.org/files/Crafting... · 12/12/2012  · Crafting a wellness budget •Itemize everything •Use

Vision Statement

• States the goals for your program

• Sums up what the future of your program holds

• Can be as detailed or general as you want

• Simple is often better

• A solid vision statement will help you frame the rest of your plan

Page 4: Crafting wellness operating plan - Kennebec Valleykvhra.shrm.org/sites/kvhra.shrm.org/files/Crafting... · 12/12/2012  · Crafting a wellness budget •Itemize everything •Use

Vision Statement (cont.)

• If you are able to link it to your company mission statement that can

be powerful

• Leadership Support

Page 5: Crafting wellness operating plan - Kennebec Valleykvhra.shrm.org/sites/kvhra.shrm.org/files/Crafting... · 12/12/2012  · Crafting a wellness budget •Itemize everything •Use

Needs And Interest Survey

• What do employees want? Ask them!

• Make sure you do not offer anything you are not able to provide!

Page 6: Crafting wellness operating plan - Kennebec Valleykvhra.shrm.org/sites/kvhra.shrm.org/files/Crafting... · 12/12/2012  · Crafting a wellness budget •Itemize everything •Use

Goals and measurable Objectives

•Specific

•Measurable

•Achievable

•Relevant

•Time Based

Page 7: Crafting wellness operating plan - Kennebec Valleykvhra.shrm.org/sites/kvhra.shrm.org/files/Crafting... · 12/12/2012  · Crafting a wellness budget •Itemize everything •Use

Goals (continued)

• Goals will directly depend on program design

• Behavior change vs. Awareness

Vs.

Page 8: Crafting wellness operating plan - Kennebec Valleykvhra.shrm.org/sites/kvhra.shrm.org/files/Crafting... · 12/12/2012  · Crafting a wellness budget •Itemize everything •Use

What should your goals be?

• Your broker and/or wellness vendor can help identify areas to focus

on

• Once screening data is available it is valuable tool to help focus

goals

Page 9: Crafting wellness operating plan - Kennebec Valleykvhra.shrm.org/sites/kvhra.shrm.org/files/Crafting... · 12/12/2012  · Crafting a wellness budget •Itemize everything •Use

Timeline for implementation

• Must be very specific

• Set actual dates

• Make sure the timeline goals are achievable

• Revisit your timeline frequently

• “Minutes” type format is very effective

Date Task Who Goal Result

January 2014 Select a

wellness

vendor to

conduct

screening

Wellness team Find a

company that

will partner

with us and

further our

wellness

efforts

Contracted

with Employee

Health

Solutions

Page 10: Crafting wellness operating plan - Kennebec Valleykvhra.shrm.org/sites/kvhra.shrm.org/files/Crafting... · 12/12/2012  · Crafting a wellness budget •Itemize everything •Use

Setting Roles and Responsibilities • Identify who is responsible for what

• Spread responsibilities among team members

• Take individual strengths and weaknesses into account

Page 11: Crafting wellness operating plan - Kennebec Valleykvhra.shrm.org/sites/kvhra.shrm.org/files/Crafting... · 12/12/2012  · Crafting a wellness budget •Itemize everything •Use

Roles and Responsibilities

• Identify one person to coordinate others

• Must be able to hold people’s feet to the fire nicely and consistently

• Must have time to do these duties!

• Must be extremely organized

• Can be two people

Page 12: Crafting wellness operating plan - Kennebec Valleykvhra.shrm.org/sites/kvhra.shrm.org/files/Crafting... · 12/12/2012  · Crafting a wellness budget •Itemize everything •Use

Crafting a wellness budget

• Itemize everything

• Use your timeline as a guide

• Include all costs

• Biometrics Screening, HRA, printing, classes, coaching, incentives,

prizes

• Also things like staff time, meeting times

• Budgetary obstacles may cause you to revise goals and vice versa

Page 13: Crafting wellness operating plan - Kennebec Valleykvhra.shrm.org/sites/kvhra.shrm.org/files/Crafting... · 12/12/2012  · Crafting a wellness budget •Itemize everything •Use

Incentive Plan design will affect budget

numbers

Page 14: Crafting wellness operating plan - Kennebec Valleykvhra.shrm.org/sites/kvhra.shrm.org/files/Crafting... · 12/12/2012  · Crafting a wellness budget •Itemize everything •Use

Budget Strategies • Itemized for the year

• New programs may have to budget on a case by case basis (wait and

see)

• If so, make sure you identify a process to get approval and set

times for this to occur

Page 15: Crafting wellness operating plan - Kennebec Valleykvhra.shrm.org/sites/kvhra.shrm.org/files/Crafting... · 12/12/2012  · Crafting a wellness budget •Itemize everything •Use

Promotion

• Marketing is very important!

• Employees should be made aware of program details, but make sure

posters, flyers, etc. are simple

• Choose communication channels that fit your population- use what

already works

Page 16: Crafting wellness operating plan - Kennebec Valleykvhra.shrm.org/sites/kvhra.shrm.org/files/Crafting... · 12/12/2012  · Crafting a wellness budget •Itemize everything •Use

Promotion (continued)

• Branding

• Use company colors/logo to stress cooperation

• Put the logo on everything!

• Identify employee concerns and address in your materials

• Cost, confidentiality, etc.

Page 17: Crafting wellness operating plan - Kennebec Valleykvhra.shrm.org/sites/kvhra.shrm.org/files/Crafting... · 12/12/2012  · Crafting a wellness budget •Itemize everything •Use

Evaluation

• Must be linked to the program’s goals

• Identify evaluation tools ahead of time

• Create mechanisms to use evaluation data

• Set realistic evaluation standards