northwestern energy's award-winning wellness program
DESCRIPTION
Powered in EMPOWERED: NorthWestern Energy Award-Winning Worksite Wellness Program HealthFitness Program Manager Tabatha Elsberry discussed how NorthWestern Energy built its wellness program, and engaged and empowered its participants during the first-year program launch at the National Wellness Institute, July 15-18, 2013. To learn more insights about what is working to engage NorthWestern Energy’s dispersed employee population in worksite wellness, view Tabatha’s blog post, “How tailored wellness program marketing increases engagement,” available here: http://healthfitness.com/blog/how-tailored-wellness-program-marketing-increases-engagement/TRANSCRIPT
Powered in EMPOWERED™ NorthWestern Energy Award-Winning Worksite Wellness Program
© 2013 Health Fitness Corporation
2
Background and Demographics
• NorthWestern Energy partner with HealthFitness
• Core business: Regulation of electric and natural gas distribution, transmission, and energy supply
• Locations: Montana, South Dakota, and Nebraska
• Company Population:
~1500 employees, ~900 spouses = ~2400 eligible
72% male/28% female
Average age: 46 years old
45% exempt/55% non-exempt
98% Caucasian; 2% other
© 2013 Health Fitness Corporation
3
Background
• Wellness committee
– Develop group/team
– Mission, vision, goals
– Begin meeting bi-monthly
• Steering committee
– RFP for wellness services
– Launch corporate-wide program January 2011
• Services for Years 1-3:
– Health Risk Assessment
– Health Screenings
– Health Advising
– EMPOWERED™ Coaching
– NutriSum
– Personalized Messaging
– eHealth web platform
– Onsite Manager
© 2013 Health Fitness Corporation
4
Montana Worksite Health Promotion Coalition and Excellence Award
• Coalition since 2003
• Excellence awards since 2006
• Mission - a resource for Montana employers regarding the art and science of health promotion and wellness at work
• Vision - education, encourage, recognize, and create a standard of excellence by Worksite Health Promotion programs in Montana and we do that by:
• Conference
• Excellence Awards in Worksite Health Promotion
• Reliable resources via website
© 2013 Health Fitness Corporation
5
Montana Worksite Health Promotion Coalition and Excellence Award
• NorthWestern Energy exceeded first-year participation projections in its wellness program and recently won the 2012 Excellence in Worksite Health Promotion Award—Gold Level from the Montana Worksite Health Promotion Coalition.
• In addition, program manager Tabatha Elsberry received the 2012 Jill Young Excellence Award for exemplifying worksite health promotion excellence in Montana.
© 2013 Health Fitness Corporation
6
Excellence Awards Criteria
1. Management Commitment
2. Program Leadership
3. Strategic Plan and Mission Statement
4. Assessment Tools
5. Interventions
6. Tracking System
7. Measure Outcomes
8. Communicate Results
9. Internal Marketing
© 2013 Health Fitness Corporation
7
1. Management Commitment
• Commitment from senior
management that
supports organizational
policies and dedicates
sufficient resources
• Corporate Policies,
Practices or Procedures
Bronze – 3
Silver – 6
Gold – 9
All Award levels:
Operating program for more than one year
CEO letter or other internal document demonstrating support
Company newsletter or marketing materials
© 2013 Health Fitness Corporation
8
1. Management Commitment Policies, Practices, and Procedures
Smoke-free workplace
• Tobacco-free workplace
• Promotion of Quit Line
Alcohol/drug policy
Seatbelt policy
Safety Program
• Onsite Daycare facility
Healthy Food options
Wellness mission linked
CEO support – funding/budget
$250 Diabetic Education Benefit
Pre-employment Drug test
• “Well Days” offered/promoted
Productivity management
Insurance Coverage for preventive
Consumer Driven Health Plan
Pay bonuses, structure
• Stress reduction policies
Flex time to participate in wellness
Flexible schedules
• New employee Orientation
• Promote alternate transportation
• Breast-feeding policy
Medical Reimbursement
Dependent care Reimbursement
• Onsite bike racks
© 2013 Health Fitness Corporation
9
2. Program Leadership
• Leadership from well-qualified health promotion or worksite wellness professionals in the program’s design, implementation and ongoing operations.
• Bronze - wellness champion, recommended committee
• Silver & Gold – health promotion professional/consultant and required committee with supporting documents
© 2013 Health Fitness Corporation
10
3. Mission/Strategic Plan
• Strategic plan with specific goals, measurable objectives, and implementation timeline for the next 1-5 years and a clear statement of the Wellness program’s mission and purpose as well as target audience
Mission Statement for wellness program
Target Audience
Bronze – healthy
Silver – High Risk
Gold – High Risk (HRA)
Strategic
Bronze – 1-year
Silver – 3-year
Gold – 5-year
© 2013 Health Fitness Corporation
11
4. Assessment Tools
• Process or tool for assessing organizational and individual needs, risks and costs to ensure appropriate interventions are offered to that employee population
• Assessment Tools:
– Employee Interest Survey
Health Screenings
HRA
Medical Claims
– Culture Assessment
Bronze – 1
Silver – 2 (min HRA)
Gold – 3 (min HRA)
© 2013 Health Fitness Corporation
12
5. Interventions
• High quality and convenient programs (interventions) that motivate participants to achieve lasting behavioral changes
• ALL award levels – SIX from BASIC: Advertise community services
Educational/Information sessions
– Wellness Classes
Health Education Resources
– Product Sales/Give-a-ways
Fitness Activities
Annual Health Fair
Ergonomic Assessments
EAP
Relaxation/Massage
Healthy Eating Promotion
– Lending Library
© 2013 Health Fitness Corporation
13
5. Interventions
• Moderate
SILVER – 4 GOLD – 5
Physician Referral program
Internal wellness website
Fitness facility/gym discounts
– Medical self-care
1-on-1 consults
– Diabetes Prevention Program (DPP)
Disease Prevention
Disease Management
Short-term Incentive
Personalized Health Messaging
• Comprehensive
GOLD – 2
EMPOWERED™ Health Coaching
Comprehensive Annual Incentive Program
© 2013 Health Fitness Corporation
17
Energize Your Life Program EMPOWERED™ Coaching
• Eligible after screening and HRA complete
• Interactions with coach
– Portal Messaging
– Calls monthly
– Coach-On-Demand
– Print/online for goals
• Set goals – 15 standard, custom with coach
• Part of incentive program
© 2013 Health Fitness Corporation
18
Energize Your Life Program EMPOWERED™ Coaching
• Enrolled and completed participants improved statistically significant in 4 areas: Depression, Activity, Seat Belts and Fruits/Veggies
• Additionally, smaller improvements were made in: Blood Pressure, Job Satisfaction, and Tobacco
• Enrolled but not completed group also made some improvements
© 2013 Health Fitness Corporation
19
Energize Your Life Program Incentive Program
• Program Year 1 – participation-based program
© 2013 Health Fitness Corporation
20
Energize Your Life Program Incentive Program
• Program Year 2+ –outcomes-based points program
© 2013 Health Fitness Corporation
21
Energize Your Life Program Incentive Program
Deliverable Comments POINTS
Screenings * Onsite, Nurse, Remote, Alternate Means options 30-270
Health Assessment * Online and Paper (limited copies available) 30
Health Advising Telephonic only 25
Health Coaching Complete up to 4 goals for 50 points each 50-200
NutriSum Achieve minimum NutriReward Score of 45 100
CardioLog Earn one point daily for minimum 20 minutes 1-200
Active For Life Achieve 50-200 points by recording activities 50-200
BMI Improvement
Earn 50 points for each BMI point improved upon since
last year’s screening (not for BMI <17.5)
If participating for the first time, 2012 is baseline
50+
TOTAL POINTS Earn all remaining points toward incentive by
August 31, 2012 300
© 2013 Health Fitness Corporation
22
6. Tracking System
• Efficient systems for tracking program operations, utilization and administration of wellness program
Bronze – 1
Silver – 2 (min HRA)
Gold – 3 (min HRA)
• Choose from list:
HRA
HRA Cohort (if >2 years)
Screening
Website
Classes
Programs
© 2013 Health Fitness Corporation
23
7. Measure Outcomes
• Procedures and reporting mechanisms for evaluating or measuring program quality and outcomes
• Bronze –
Class/program evaluation
• Silver
Class/program evaluation
Summary of class evals
HRA participation at 30%
• Gold
Class/program evaluation
Summary of class evals
HRA participation at 40%
Cost/benefit analysis
© 2013 Health Fitness Corporation
24
Energize Your Life Program Energize…MyPlate Program
• Measured results
– 28% response rate
– 1.57/day begin
– 4.40/day end
– Improved 2.83 servings/day
• Satisfaction (1 to 5)
– 4.17 Met Expectations
– 4.31 Recommend to others
– 4.29 Satisfied with program
© 2013 Health Fitness Corporation
25
Energize Your Life Program Energize…MyPlate Program
$1,000-$3,500 in Excess Claims for Each Additional Health Risk
$2,400
$4,000
$5,000
$6,500
$7,800
$9,000
$10,500
$11,900
$0$1,000$2,000$3,000$4,000$5,000$6,000$7,000$8,000$9,000$10,000$11,000$12,000
0 1 2 3 4 5 6 7+
Source: Dee Edington, Health Management Research Center
© 2013 Health Fitness Corporation
26
Energize Your Life Program Energize…MyPlate Program
Example: Cost/benefit documentation on Energize…MyPlateProgram
Annual cost of treating one excess risk per person
(conservative)
$1,000
Total costs or expenses of delivering MyPlate program $1,850
Number program participants X Annual Cost per person 129 participants x $1,000 =
$129,000
As a result of the program, number of participants
without condition
15 participants, or 11%
If 11% of 129 participants no longer have one risk factor,
then potential costs avoided of 11% of annual cost of
$193,500
$14,190
Formula Money Saved/Avoided ÷ Total Costs = ROI $14,190 ÷ $1,850 =7.60:1 ROI
© 2013 Health Fitness Corporation
27
8. Communicate Results
• System and annual reporting for communicating the program results to employees, senior management, and other key stakeholders
• Annual Report
• ALL levels:
Accomplishments
Challenges
Next year’s goals
• Silver and Gold add:
Participant Utilization
Participant Satisfaction
HRA Aggregate
• Gold add:
Coaching Aggregate
© 2013 Health Fitness Corporation
28
9. Internal Marketing
• Effective internal marketing to employees to achieve and maintain high participation and engagement
Bronze – 4
Silver – 5
Gold - 6
• Choose from:
Flyers/brochures
Newsletters
Emails/faxes
Internal wellness website
– Paycheck stuffers
Mass/personal invites
Home mailings
New Employee/Staff meetings
– Bulletin boards
– Table tents
© 2013 Health Fitness Corporation
29
© 2013 Health Fitness Corporation
29
Questions?
• HealthFitness
• NorthWestern Energy
• Montana Health Promotion Coalition
• Excellence Awards
• Criteria for Gold Award Program
• Key programs
– Annual Health Fair
– Personalized Messaging
– EMPOWERED™ Coaching
– Incentive Program
– Energize…MyPlate Program
Tabatha Elsberry
Program Manager
Coalition Award Chair
Tabatha.elsberry@ northwestern.com
406.498.6993
40 E Broadway St Butte, MT 59701