Tools

  • Advanced Directives Tool L3-9

    This tool addresses skills that are need to exercise advance directives. For our purposes, the definition of “advance directives” is as follows: “An advance healthcare directive, also known as living…

    Downloads: 7

  • All Tools for Level 1

    This Word document contains all the tools from the Level 1 CWPC Course Workbook.  You have permission to download the document and copy and paste the specific tool you want…

    Downloads: 12

  • All Tools for Level 2

    This Word document contains all the tools from the Level 2 CWPM Course Workbook.  You have permission to download the document and copy and paste the specific tool you want…

    Downloads: 7

  • All Tools for Level 3

    This Word document contains all the tools from the Level 3 CWPD Course Workbook.  You have permission to download the document and copy and paste the specific tool you want…

    Downloads: 7

  • AMSO Worksheet Tool L2-1

    The worksheet can be used to examine the extent to which a particular behavior or health risk factor addressed by your wellness program meets the requirements of the AMSO approach.…

    Downloads: 46

  • AMSO Worksheet Tool L3-2

    This tool is a worksheet that can be used to help you examine the extent to which your program is likely to produce long term behavior change. Using the worksheet…

    Downloads: 56

  • 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

  • Concept Paper Tool L4-1

    The purpose of this concept paper is to provide an objective overview of the potential associated with the introduction of a Worksite Wellness program within any organization.  The information presented…

    Downloads: 13

  • Consumer Health Education Tool L3-7

    This tool contains a detailed listing of consumer health education skills. Our definition of Consumer Health Education is: “The set of skills that enables the individual to efficiently and effectively…

    Downloads: 25

  • 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

  • Data Collection Tool L4-2

    This tool contains a form that was developed in order to help you collect data for both the planning and evaluation of a Wellness program.  Once the data requested in…

    Downloads: 30

  • Diagnostic Codes Tool L4-5

    This file contains conditions that are generally recognized as epidemiologically associated with specific lifestyle and health risk factors.  The diagnostic codes are from the International Classification of Disease Agreement- 9th…

    Downloads: 9

  • Futuristic Look at Wellness Tool L4-13

    This tool is a futuristic scenario about a worksite wellness program. A Futuristic Look at Worksite Wellness: A Morning with Marie. Published 2016.

    Downloads: 22

  • Generational Differences Tool L4-14

    This tool has information that depicts some of the generational differences that exist in every working population and have clear implications for the design and implementation of worksite wellness programs. Published 2016.

    Downloads: 11

  • Glossary of Health Insurance Terms Tool L4-6

    This tool contains the terms associated with the design, implementation, management and use of health insurance plans. Published 2016.

    Downloads: 15

  • Glossary of Wellness Terms Tool L1-1

    This tool is a newly expanded glossary of wellness and health terms. With more than 100 different terms included in the glossary it can be used as a source for…

    Downloads: 12

  • 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

  • Health Monitor HRA Tool L1-14

    The Health Monitor represents a third generation HRA that has the potential to be used for a large number of follow-up interventions, such as those identified in Tool 1-8. The…

    Downloads: 16

  • 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

  • HRA Interventions Tool L3-11

    This tool contains a large number of possible follow-up interventions from information collected by a well-being assessment or health risk assessment. in addition to general advice about efforts that would…

    Downloads: 13

  • 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

  • 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

  • Injury Prevention Skills Tool L3-8

    This tool contains a detailed listing of injury prevention skills. Our definition of “Injury Prevention” is as follows: “The set of skills each individual needs to minimize their personal risk…

    Downloads: 4

  • Listing of Biometric Measures Tool L2-7

    The file contains some of the key measures that are typical as components of biometric screening and testing in worksite wellness programs. Each biometric measure is identified along with its…

    Downloads: 1

  • LMS Primer Tool L3-4

    LMS stands for Learning Management System and it's a global term for a computer system specifically developed for managing online courses, distributing course materials and allowing collaboration between students and…

    Downloads: 3

  • Master FAQ List Tool L2-2

    The file contains general responses to frequently asked questions that are often raised by key stakeholders about employee wellness programs.  You can augment these answers to suit your own organizational,…

    Downloads: 16

  • Medical Self-Care Skills Tool L3-6

    Medical Self-Care is an area of health knowledge and capability that addresses the way we consult medical references and use home medical equipment to diagnose and treat minor, self-limiting health…

    Downloads: 6

  • Meeting the Major Programming Challenges: Introducing “Solution Sets”

    Why is this important? This group of 4 Solution Set documents provides working solutions for some of the most problematic challenges facing wellness professionals.  These four documents are intended to be…

    Downloads: 4

  • Modular Program Evaluation Tool L3-13

    This tool provides examples of a modular program evaluation approach that can be used with an employer's wellness program. The idea for permanent or on-going program evaluation identified in previous…

    Downloads: 11

  • Organizational Infrastructure for a Wellness Program Tool L1-5

    This tool provides an outline of the administrative structure and processes necessary for successful wellness programming in the worksite. The acrostic ""START"" is used to help provide a basic framework…

    Downloads: 2

  • 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

  • Planning Wellness: Getting Off to a Good Start

    This comprehensive source for anyone desiring to plan, design, implement or evaluate a Worksite Wellness program has gone through nine revisions over the years. The book is organized by major…

    Downloads: 40

  • 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 Design Worksheet Tool L1-13

    This worksheet is to be used to help you plan and organize the various activities you are considering for your worksite wellness program. The worksheet uses the 6 step program…

    Downloads: 46

  • 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

  • Results Hierarchy Tool L3-5

    This tool consists of 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…

    Downloads: 13

  • Sample Launch Letter Tool L1-7

    This tool is a sample of a formal launch letter that announces a new wellness program for employees. The major components of a launch letter or email include: sent out…

    Downloads: 24

  • 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

  • Sample Wellness Proposal Tool L4-10

    The tool is a draft proposal is for a state-of-the-art employee wellness program for a company with approximately 18,000 employees.  This proposal can be modified and edited more extensively for…

    Downloads: 47

  • 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

  • Summary of Injury Prevention Skills Tool L4-4

    This tool contains key injury prevention skills and related questions for work, home, vehicular and recreational pursuits. Published 2016.

    Downloads: 2

  • Summary of the Benefits of Wellness Tool L1-3

    This tool includes a summary of the various types of benefits associated with worksite wellness programs. The tool emphasizes the benefits from the vantage point of the individual, employer, community…

    Downloads: 9

  • Summary of the Characteristics of Wellness Program Model Tool L1-4

    This tool summarizes the various attributes associated with the three major wellness strategies or program models: the Feel Good Wellness model, the Traditional Wellness model and the Results-Driven Wellness model.…

    Downloads: 21

  • 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

  • Text Messaging in Wellness

    ‘Mobile’ is old news. With mobile devices going from a curiosity to a virtual appendage for most workers in the 10 years since the launch of the iPhone, it is…

    Downloads: 7

  • The CDC Worksite Health ScoreCard

    The CDC Worksite Health ScoreCard (HSC) is a tool designed to help employers assess whether they have implemented evidence-based worksite health promotion and wellness interventions or strategies in their worksites…

    Downloads: 22

  • Tips for Using Self Service Technology Tool L2-6

    This tool provides a number of tips and suggestions for getting the most benefit out of the major forms of self-service technology that are often used in employee wellness programs.…

    Downloads: 6

  • Updated HERO Data Tool L4-9

    The Health Enhancement Research Organization (HERO), a Birmingham, Alabama based non-profit corporation, maintains a multi-employer health risk and health cost database.  This database has been used to provide invaluable insights…

    Downloads: 10

  • Vendor Report Card Tool L2-3

    This particular tool represents a sample of what a vendor report card might include. Each of the performance issue listed in the example can be addressed. One approach would be…

    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

  • Wellness Metrics Tool L2-9

    The file contains the major organizational goals and recommended metrics for use in a wellness program management dashboard. These are organized around the constructs of productivity, cost reduction and program…

    Downloads: 29