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					Making the connection:
Workplace wellness
programs & employee
engagement
Healthy Outcomes Conference
April 2008
Violette Lareau, Xerox
Doug Smeall, Sun Life Financial
Lori Casselman, Buffett & Company




                                    Life’s brighter under the sun.
The ‘profits of prevention’

1. Costs follow health risks— in both directions
2. Absenteeism, presenteeism & productivity
   tied to health risks
3. It pays to keep healthy people healthy
4. Even small increases in physical activity can
   produce results
5. Gains in employee engagement
   can be tied to wellness programs




                                                   2
        Costs follow health risks

                 Annual medical
                    charges for
                                                                      Low Risk
                different ages and
                health risk groups                                         art
                                                                      Non-P icipant
                                                                      Medium Risk
                                                                      High Risk




                                                  High Risk
                                                Medium Risk
                                                  art
                                             Non-P icipant
35-44
        45-54                              Low Risk
                55-64
                          65-74
                                     75+
                                                              Source: D. Edington. Emerging
                                                              Research: A View From One
                                                              Research Centre




                                                                                              3
Absenteeism

University of Michigan study
• Workplace health promotion shown to decrease
   absenteeism:
      • 10.5% in first year of implemented program

      • 14% in second year

• Translates into $1.22 - $1.63 savings per dollar
   invested


Schultz et al. (2002) Influence of
participation in a worksite health promotion
program on disability days. Health promotion
participation and disability,.

                                                     4
                                     It pays to keep healthy people healthy
6000

                           9000
                                                                                    Medical & care              Serious Disease
                                                                                    management                  Minor Disease
                                                                                    opportunity                 No Disease


3000
                           6000
  Healthcare costs (USD)




                                                                                                                       Serious Dise
                                                                                    Disease management
                                                                                                                       Minor Disea
                                                                                    opportunity                        No Disease
                                     Health promotion
                                     opportunity
                           3000
              0
      2


                                 0




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                                                               Time period                                        Source: Musich, Schultz,
                                                                                                                  Burton, Edington (2004).
                                                                                                                      Overview of disease
                                                                                                                 management approaches.
                              0                                                                                  Disease management and
                                                                                                                                outcomes.
                                 2


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                                                                      Time period
                                                                                                                                        5
Even small increases in physical activity can
bring results

                           Study of walkers:
                           • Short bout versus long bout
                              achieved similar fitness
                              gains in oxygen capacity
                           • Body mass and waist
                              circumference decreased
                              substantially among short
                              bout walkers




                        Source: Murphy, MH and Hardman, AE. “Training
                        effects of short and long bouts of brisk walking in
                        sedentary woman”.
                                                                              6
  Gains in employee engagement and wellness
  programs
Scale                                            Year 1                        Year 2
                               Baseline          LFL             HSO           LFL             HSO
Organizational commitment      74.8              77.0            74.1          79.3            75.8
Job involvement                62.9              63.4            63.8          65.1            64.6
Growth opportunities           63.0              62.5            61.3          63.5            62.6
Supervision                    66.7              66.2            63.8          67.2            64.1
Working conditions             72.6              74.6            67.6          76.0            70.1
Job competence                 77.9              77.9            76.5          80.3            79.4
Respect from family, friends   73.5              74.2            73.1          75.4            73.6
Relations with co-workers      64.6              66.2            63.5          66.0            65.2
Pay and fringe benefits        65.6              66.2            61.6          71.9            68.9
Job security                   71.7              72.9            69.4          72.1            69.6

                               Journal of Occupational Medicine (Volume 32, No. 10, October 1990)     7
                       Program evaluation:
                       Impact of wellness initiatives on an organization
                                    Major impact                                                           No impact
                                    5%
          Improved organization
 roved                   image
         organizat ion image             21%           31%                           20%                           23%
                                    2%
             Improved morale /
ved   workforce morale/ job
               Job satisfaction          21%           32%                           26%                           19%
      sat isfact ion
                                    4%
           Reduced population
ced   P       ion healt h risk
       opulat health risk scores         17%           30%                           16%                           32%
         scores
                                    3%
  Reduced employee absences
duced employee absences                  12%           34%                           25%                           27%
   due to sickness or disability
e t o sickness or disabilit y
                                    2%
            Improved workplace
mproved     workplace safet y
                        safety           13%           31%                           23%                           31%
                                    2%
             Improved worker
oved    worker product ivit y
                  productivity           9%            35%                           23%                           30%
                                    1%
           Improved employee
ncreased ret ent ion of
  retention (reduced turnover)           11%           28%                           28%                           32%
 oyees (reduced t urnover)

                                   0%    10%   20%   30%     40%      50%        60%        70%        80%        90%       100%

                                                                           Source: Buck Consultants (October 2007). Working Well:
                                                           A global survey of health promotion and workplace wellness strategies.

                                                                                                                               8
The Xerox Canada
journey towards a
healthy workplace




                    Life’s brighter under the sun.
About Xerox Canada

• 3,800 employees located across Canada
• Diverse population
• Multi-generational
• 35% virtual
• Call centers on east coast




                                          10
Wellness at Xerox: Why? (Business case)

Escalating costs:
• Health care benefits

• Mental health issues / stress

• Absenteeism / presenteeism

• Aging population



Productivity:
14,000 lost days in 2005!


                                          11
Wellness at Xerox: Why? (Business case)

                    • Prevention makes a lot of
                     sense
                    • Employer of choice
                     necessary to attract & retain
                     talent
                    • Multi-generational appeal
 Expected ROI
                    • Wellness is more than
   over time:
  3:1 minimum        fitness
    based on
published studies



                                                     12
 Xerox Cares - Program intentions

• Create a healthy organizational        • Remove barriers:
  culture to attract and retain talent       • Lack of reliable information on
                                               health issues
• Engage employees in achieving
  wellness for themselves and their          • Too much information / too
  families                                     many conflicting sources
                                             • Need accessible ways to get
• Encourage and support their
                                               going: small, inexpensive steps
  efforts
                                             • No time to read about it
                                             • Lack of motivation
                                             • No family doctor available for
                                               regular assessment
                                             • Hate to workout
                                         • Reduce health risks




                                                                                 13
Xerox Cares - Leadership engagement

• Business case and proposal presented to small group of VPs

• 3:1 ROI based on three-year program commitment

• Proposal:

   • Assess current overall Xerox Cares portfolio, align and
     leverage EAP, disability management, benefits, etc.
   • Source best partners to add more value

   • Invest in pilot to assess health risk of the population

   • Review results and invest in three-year plan

   • Prepare full-blown launch of Xerox Cares

   • Communicate: Posters, face to face and online meetings

• If not wellness…. then what?

                                                               14
Xerox Cares - Leadership event

• Annual business planning meeting for all Xerox VPs (17)

• Interactive two-day offsite, given two hours to present/engage

    • Fitness activities built in (outdoor adventure walk, yoga)

    • Resource materials (Wellness kit) & track suits

• Key opportunity to:

    • Educate group on planned wellness approach

    • Engage leaders as active supporters of program activities

    • Gather feedback

• Vital to establish support before implementing program

• We gave this group regular updates


                                                                   15
Wellness at Xerox Canada: 3 steps

                   1. Assess our population’s
                     health risks
                   2. Develop initiatives
                     throughout the year to
                     reduce and contain health
                     risk in supportive
                     environment
                   3. Measure success


                        Make participation
                        easy, non-threatening
                        …and fun!
                                                 16
Step 1: Health Risk Assessment

 BWell Cardiovascular Risk Assessment pilot program
   • RN screens participants in a 15-minute appointment

   • Measures blood pressure, total cholesterol, random glucose,
     BMI and body fat
   • Take away: personal scores and educational info on risk factors

   • Participants can be re-assessed each year



 LifeWorks / Checkpoint HRA:
   • Lifestyle – comprehensive risk assessment

   • Can use the numbers received in the BWell assessment

   • Access online

   • Incentive / contest to get it going



                                                                       17
Step 1: Health Risk Assessment

• Risk factors identified year one (three pilot clinics):

    • Smoking (19%)

    • Systolic blood pressure (29%)
                                                           72% fell into
    • Diastolic blood pressure (17%)                    moderate to high
    • Cholesterol (17%)                                  risk category for
                                                        body composition
    • Glucose (9%)
                                                            and/or BMI




Other risks identified in EAP report and OHS:
  • #1 reason for STD: Psychological
  • #1 EAP presenting issue: Stress and work-life balance


                                                                             18
     Step 2: Develop targeted initiatives
        Activity                         Outcomes                    2006 2007
   BWell assessment            Cardiovascular risk established

Bwell quarterly newsletter       Information at their fingertips

    Spring challenge:               Motivation: Fitness
         Fitness                Create new habits in 30 days

    Fall challenge:                 Motivation: Nutrition
  Nutrition & wellness          Create new habits in 30 days

Weight management and
                                Interactive onsite info session
    nutrition clinics
  Stress management             Manage psychological stress,
     lunch & learn                   build resilience

Ergonomics in the office      Better posture, less strains & pains

        Flu shots            Flu prevention, reduced absenteeism
                                                                            19
3. Measure success

                      Participation

                      Employee engagement

                      Cost avoidance

                      Return on investment
                       (ROI)
                      Direct cost containment




                                                 20
3. Measure success

Participation
    • Challenges engaged over 40% of the population

    • CV assessment: 25%

    • Online assessment: 30%

    • Lunch and Learn: 15%

    • Website: 60% (2288 unique users)



Employee engagement
• 2007 Best 50 Employers Survey (Hewitt): 38th from 49th previously

• Xerox 2007 EES internal survey:

    •   83% would recommend Xerox as a good employer
    •   86% are proud to work for Xerox


                                                                      21
3. Measure success: Cost avoidance

    2007 ROI
                     • 450 repeat participants
2:1 after only one
                        • 152 (38%) improved on four or
  full year into
  the program!            more risk factors
                     • Weight loss

                        • 209 people (53%) improved

                        • 34 moved into a healthy zone

                     • 21 stopped smoking




                                                          22
  3. Measure success: Cost avoidance
                                             From non-healthy to   Cost avoidance
                                                healthy zone
 BMI / Body fat                                     26             $11,566.10
 Cholesterol                                         82            $55,865.78
 Blood glucose                                       59            $43,719.00
 Blood pressure                                     107            $26,868.77
 Smoking                                             21            $71,316.00
Cost avoidance second time participant (398)                       $209,335.65
Cost avoidance third time participant (52 - East Coast)             $21,227.71
Total                                                              $230,563.36




                                                                                 23
Employee feedback


              “I’d like to thank Xerox for giving us the opportunity
                to bond together during the fitness challenge. The
                emails that passed back and forth as different
                members shared what exercise they were doing
                brought us so close together that we forgot for
                a little while the huge geography that separates us.”



              “We put our health on the backburner (or just take
               it completely off the stove) to look after other
               „responsibilities‟. But what’s more important than
               our health? When you think about it this way, those
               „responsibilities‟ don't seem quite as important. The
               BWell Fitness Challenge helped us realize this.”




                                                                        24
Lesson learned

• Recognize you need the help      • Develop a network of
 of experts at the outset            champions / coordinators
• Build a good business case       • Get a commitment for at
 that aligns with your corporate     least three years
 objectives
                                   • Engage remote locations and
• Engage your top leaders to         virtual employees early on
 actively support
                                   • Make it easy: small steps
• Consider your culture and          work
 work with it and your different
                                   • Sustaining momentum
 segments
                                     requires focus, planning and
• Have a structured approach         a good process
 and measurable outcomes


                                                                    25
Leadership feedback

―This was the best investment we have made...”
“This is really helping to engage our people in the
 workplace.” – Manager, Xerox east coast

“We need to push the envelope to continue to find even
 more ways to bring this program to all employees, as
 it is so valuable.”




                                                         26
Two key wellness
elements




                   Life’s brighter under the sun.
BWell Wellness website

                         • Fully-customized product
                           developed, based on input
                           from Xerox
                         • One-stop-shop for health
                           and wellness
                         • Hosted online:

                            • Available for family
                              members, too
                         • All tools related to wellness
                           program linked through site
                         • Excellent communication
                           vehicle
  Sample BWell website


                                                       28
BWell Challenges   Sample BWell Challenge




                                            29
Thank you!



             Life’s brighter under the sun.