Incentives

  • Annual Program Evaluation Survey Tool L1-11

    This tool is a sample of a program evaluation survey that can be used to evaluate a wide range of issues about the effectiveness of an employee wellness program. The…

    Downloads: 79

  • Assessing Organizational Readiness for Wellness Tool L2-12

    An organization’s readiness for Wellness and Well-being programming is usually shaped by senior management’s attitudes toward Wellness along with the propensity of the organization’s “culture,” meaning the commonly held set…

    Downloads: 38

  • Budget Example Tool L4-15

    This tool has an example of a Budget for a Large Employee Wellness Program. Published 2016.

    Downloads: 38

  • Concept Paper Tool L3-1

    The workplace is an ideal site for the establishment of an employee wellness program. The many reasons for this are highlighted in this tool and can be used to help…

    Downloads: 15

  • Creating a Culture of Wellness Tool L4-8

    Creating a “culture of wellness” in your organization takes a lot of work.  It doesn’t happen by accident or serendipity!  There are a number of strategies that must be done…

    Downloads: 68

  • Eliminating Compliance Problems with Wellness Incentives

    What is this about? A major challenge for all U.S. employers is implementing employee wellness programs without triggering any regulatory compliance problems.  Historically, the federal Equal Employment Opportunity Commission (EEOC) has…

    Downloads: 17

  • Enhancing Intrinsic Motivation in Health Promotion and Wellness

    This meta analysis of scientific research and case studies focuses on how wellness programming builds employee motivation to make positive health changes.  It covers intrinsic as well as extrinsic motivation…

    Downloads: 18

  • Final Rules from EEOC on Wellness Incentives

    Summary: This summary of key questions and answers regarding the May 17, 2016 publication of EEOC Final Rules for employers and health plans regarding wellness incentives is an important clarification…

    Downloads: 16

  • Group Activity Planning Worksheet Tool L1-9

    This tool provides a useful planning aid for the design and planning of group activities. The tool includes key issues that can help assure a successful group activity. There are…

    Downloads: 23

  • Guidance for a Reasonably Designed, Employer-Sponsored Wellness Program Using Outcomes-Based Incentives

    The objective of this publication is to provide guidance regarding appropriate use of outcomes-based incentives as part of a reasonably designed wellness program designed to improve health and lower cost…

    Downloads: 37

  • Health Insurance Chartbook 2016

    Recently the federal government released one of the most comprehensive and authoritative chartbooks profiling health insurance coverage, costs and trends for working Americans.  This 168 page publication provides one of…

    Downloads: 15

  • Hierarchy of Results Tool L4-11

    This tool contains a table that provides detail about the various possible results associated with worksite wellness programs. The results are presented in a hierarchy with the most foundational results…

    Downloads: 12

  • How to Calculate ROI Tool L2-10

    This tool includes two detailed examples of how to calculate the Return-on-Investment (ROI) of an employee wellness program using primarily health care cost changes. Example #1 is for situations where…

    Downloads: 55

  • How to Get Honest Answers from Employees in Your Wellness Program

    Employer wellness programs always need honest answers from employees when they complete health risk assessments (HRAs), health surveys and well-being assessments (WBAs).  Honest answers are needed from employees to enable…

    Downloads: 14

  • Ideal Health Plan Design Tool L4-7

    The Ideal Health Plan characteristics suggested here are for use in either public or private organizational settings and are appropriate for large, medium or small size employee groups. The Ideal…

    Downloads: 28

  • Ideal Health Plan Tool L3-10

    The Ideal Health Plan characteristics suggested here are for use in either public or private organizational settings and are appropriate for large, medium or small size employee groups. The Ideal…

    Downloads: 11

  • Ideal Incentive Program Tool L3-3

    This tool provides an overview of what an “ideal” long term wellness incentive program might look like. Short term 3-8 week wellness challenges can be conducted periodically, but the long…

    Downloads: 34

  • Ideal Wellness Incentive Tool L2-5

    This tool provides an overview of what an “ideal” long term wellness incentive program might look like. Short term 3-8 week wellness challenges can be conducted periodically, but the long…

    Downloads: 29

  • IDM Case Study Tool L4-3

    This tool contains an example of an organization with a conventional set of absence and disability benefits. The example below illustrates how the organization can progress from a conventional disparate absence…

    Downloads: 5

  • Improving the Design of Wellness Incentives

    What is this about? The vast majority of U.S. employer wellness programs suffer from the major challenge of relatively low levels of employee participation.  Typically, less than 50% of eligible employees…

    Downloads: 45

  • Incentive Pay Values Tool L3-12

    There are a large number of different types of possible incentive rewards that can be used in wellness programming. These are often referred to as “pay values.” For our purposes…

    Downloads: 25

  • Incentive Pay Values with Survey Tool L4-16

    There are a large number of different types of possible incentive rewards that can be used in wellness programming. These are often referred to as “pay values.” For our purposes…

    Downloads: 19

  • Millennial health and wellness perceptions

    This 14 page eReport contains many useful insights to help us address more effectively the health and wellness perceptions of this largest age cohort group in the U.S. population. The advice…

    Downloads: 16

  • Participation Strategies Tool L2-4

    There are a large number of possible strategies that can be used to increase participation levels in your worksite wellness program. This tool describes in detail 12 major strategies for…

    Downloads: 24

  • Possible Interventions from HRA and Screening Data Tools L1-8

    This tool contains a detailed discussion of 60+ follow-up interventions that can be implemented from information that is collected through the completion of a Health Risk Assessment/ Well-being Survey combined…

    Downloads: 16

  • Possible Metrics Tool L4-12

    This publication provides an overview of a practical metric framework that can be used to guide the implementation and evaluation of an Health and Productivity Management (HPM) approach. It is…

    Downloads: 12

  • Program Descriptions of Effective Wellness Programs Tool L1-12

    This tool provides a description of 10 employer programs that have earned the prestigious C.Everett Koop awards. This is the highest honor that can be awarded to employers for their…

    Downloads: 29

  • Program Planning Checklist Tool L1-10

    This tool provides a checklist organized around set time intervals before and after your program's launch. The questions are structured to help cover all the supportive environment issues around the…

    Downloads: 22

  • Sample Wellness Program Budget Tool L2-8

    The file contains a sample budget developed as part of the National Healthy Worksite Program sponsored by the CDC and established by the Patient Protection and Affordable Care Act of…

    Downloads: 35

  • Strategies for Optimizing Results Tool L2-11

    This tool contains a more detailed discussion of the 10 major strategies for optimizing the results and return from your employee wellness program. For each of the 10 major strategies…

    Downloads: 24

  • Study on Key Success Factors for Employee Wellness Program

    Summary: This study from JOEM identifies key success factors of corporate wellness programs that are associated with creating a culture of wellness. Objective: The aim of the study was to identify…

    Downloads: 15

  • Technology Infrastructure for Wellness Programs Tool L1-6

    This tool identified the various virtual interventions that constitute the core of an employee wellness programs. This technology is designed to perform all the basic functions of effective wellness programs.…

    Downloads: 17

  • We ARE Beginning to Speak With One Voice: Consensus Statement on Wellness Incentives

    This write up from AJHP on the consensus perspective on outcomes-based incentive design that first appeared in JOEM in 2012 adds additional focus and insight.  Michael O'Donnell provides additional color…

    Downloads: 11

  • WebMD – 2015 Wellness Incentives Workbook

    This 2015 edition of a helpful resource on wellness incentive design and implementation includes a step-by-step approach to smart incentive strategies, best practices, complying with healthcare reform requirements, and how…

    Downloads: 33

  • Wellness Challenge Case Study

    This 8 year case study of an employee wellness program provided by HealthForce Partners of Bothell, Wa to the Everett Clinic of Everett, WA for 1,800+ employees produced a flat…

    Downloads: 12

  • Wellness Interest Survey Tool L1-2

    This tool is a wellness interest survey that can be used to help plan a worksite wellness program. It contains a range of questions on representativeness, wellness interests, program preferences,…

    Downloads: 36