WellCert Resource Library

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Answers at your fingertips. Cutting-edge insights, data, and tools.

WellCert Members now have access to a growing library of documents, articles, templates, and statistics that will help advance wellness goals. Use the search box or browse categories below. Some example questions you can answer with these resources:

  • “My leadership asked me to figure out how our health plan costs are trending compared to national averages.” – The WellCert Resource Library contains reports that detail health cost growth trends with state-level data. It includes public and private sector data.
  • “I am new to wellness. It would help to get a toolkit to help us start a wellness program.” – The WellCert Resource library contains several such toolkits. Pick the one that is best for you.
  • “My boss doesn’t believe wellness can actually save us money. I need some kind of scientific study showing that this actually works.” – The WellCert Resource Library contains both individual studies and meta-analysis on wellness ROI.
  • “I need some specific resources for injury prevention.” – The WellCert Resource Library contains specialized resources in areas like mental health, injury prevention, obesity, cardio-vascular disease, and many others.
  • “I need some PowerPoint slides to help me improve my presentation to our wellness committee.” You can find templates for documents, and even slides to help freshen up your key presentations.

WellCert Research Service (Beta)

If you can’t find it, we’ll hunt for it so you won’t have to! Use the form on the right to ask questions that aren’t answered with the resources we have on hand.

Make sure you only ask for research that you know isn’t covered in the WellCert Research Library. We’ll offer this service as freely as we can—we won’t limit you to a certain number of questions initially.

Give back! Share Your Resources!

We would love to include your templates, slides, and other resources our WellCert Community creates in our searchable database of wellness tools.   Just email brian@chapmaninstitute.com with your resource, and brief description, and we can see if we can include it in our trove of resources.

Back to WellCert Membership Main Page

ACA

  • A Billion and Change in Federal Grants for Health Promotion

    In 2012, the federal government announced over a billions dollars of grants as part of the ACA for various prevention efforts. This article outlines the different grant opportunities as a…

    Downloads: 1

  • AEI Recommendations for Improving the ACA

    With the surprise 2016 Presidential election results the ACA is likley to be going through change in 2017.  The attached document is from the AEI, a well-known conservative think tank,…

    Downloads: 2

  • 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: 2

  • Bending the Cost Curve through Market-Based Incentives

    This five-page article from the New England Journal of Medicine (NEJM) identifies the main reasons why Obamacare will likely fail to manage health care costs.  This article is a clear…

    Downloads: 2

  • 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: 1

  • Final Amended Text of the Affordable Care Act (ACA)

    This downloadable 906 page PDF copy of the ACA is authorized by the GPO and is searchable. This Law has enormous implications for everyone involved in health plan and wellness…

    Downloads: 0

  • Final regulations on the ACA wellness programming and incentive rules

    This 35 page document is the PDF of the Federal Regulations for June 3, 2013 on the design of wellness incentives that meet the requirements of the ACA.  These regulations…

    Downloads: 0

  • 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: 6

  • Genetic Information Doesn’t Lead to Health Behavior Change

    Summary:  This systematic review of the scientific evidence examines the effectiveness of genetic information on health behavior change.  Genetic testing is being increasingly used in a growing number of healthcare settings…

    Downloads: 2

  • Health Care Reform Compliance Looms for Employers

    The ACA introduced a new requirement for employers to include Wellness in their Summary of Benefits and Coverage if the Wellness program pays for health services (like preventive screening).  Now…

    Downloads: 0

  • 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: 3

  • 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: 0

  • 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: 0

  • National Prevention Strategy Analysis

    In June 2011, Regina Benjamin, Surgeon General of the United States, released the nation’s first-ever ‘‘National Prevention and Health Promotion Strategy: America’s Plan for Better Health and Wellness’’ (truncated as…

    Downloads: 1

  • 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: 2

  • Prevention and Public Health Fund Detailed Activities by Agency

    This report shows patterns of prevention spending tied to the Affordable Care Act.  The table shows fiscal year spending from 2011-2014 by agency on preventive health. Published: 2014

    Downloads: 0

  • Preventive Services Covered by Private Health Plans Under the Affordable Care Act (ACA)

    This report details the requirements in the Affordable Care Act (ACA) that private insurers (including self-funded employers) – with the exception of so-called “grandfathered” plans – cover certain preventive services…

    Downloads: 0

  • Results from Wellness combined with a CDHP

    A just published article in JOEM that presents the findings of a 5 year strategy combining a targeted well-being improvement strategy along with a full replacement Consumer-Driven Health Plan (CDHP).…

    Downloads: 3

  • 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: 0

  • 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: 2

  • The Affordable Care Act and the Prevention and Public Health Fund Report to Congress for FY2012

    This report to congress provides details on the prevention activities undertaken by the Department of Health and Human Services.  The health of Americans is influenced by where Americans live, work,…

    Downloads: 1

  • The Future of Public Health

    Summary: This summary article originally presented at the prestigious Shattuck Lecture at the Massachusetts Medical Society, by the Director of the Center for Disease Control and Prevention (CDC) and provides a…

    Downloads: 10

  • The Truth about the Prevention and Public Health Fund

    This 9 page PDF explains the status of federal funding for Title IV of the ACA. It details the status of funding for Prevention and Wellness available through federal and…

    Downloads: 0

  • Updated ACA Prevention Spending

    Prevention and public health spending have been a moving target with changes from the ACA.  This 2013 data table provides detailed spending planning through the 2013 fiscal year on government…

    Downloads: 0

  • 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: 5

Benefits

  • 10th Annual Study of Employee Benefit Trends

    The 10th anniversary edition of MetLife’s Annual Study of Employee Benefits Trends marks a decade of exploring an evolving benefits landscape from the point of view of employers and employees…

    Downloads: 4

  • 2016 Survey of Workplace Wellness Priorities

    Summary: Virgin Pulse has just released their annual survey of employers (N = 908) and employees (N = 1,818) regarding their priorities for Wellness programming. Topics covered include: • How employers (and employees)…

    Downloads: 19

  • 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: 0

  • AEI Recommendations for Improving the ACA

    With the surprise 2016 Presidential election results the ACA is likley to be going through change in 2017.  The attached document is from the AEI, a well-known conservative think tank,…

    Downloads: 2

  • 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: 1

  • 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: 5

  • APA 2015 Work and Well-Being Survey

    This 2015 survey from the American Psychological Association (APA) is a national sample of over 1,500 American employees and contains a wealth of data on employee attitudes, preferences and perspectives…

    Downloads: 1

  • 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: 3

  • Budget Example Tool L4-15

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

    Downloads: 0

  • 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: 1

  • 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: 1

  • 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: 1

  • 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: 1

  • 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: 3

  • 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: 1

  • Employer-Sponsored Health Insurance: Recent Trends and Future Directions

    This 28 page policy brief just released from the NIHCM identifies the way employer health plan coverage is changing in response to the ACA.  This article provides a clear set…

    Downloads: 2

  • 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: 6

  • 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: 2

  • 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: 0

  • 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: 0

  • 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: 2

  • 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: 2

  • 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: 0

  • 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: 1

  • 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: 0

  • 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: 3

  • 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: 0

  • 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: 2

  • 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: 0

  • 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: 1

  • 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: 1

  • 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: 0

  • 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: 0

  • 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: 1

  • 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: 0

  • 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: 3

  • 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: 2

  • 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: 1

  • 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: 6

  • 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: 6

  • Reducing Metabolic Syndrome through a Wellness Intervention

    This recently published article in JOEM presents the findings of a 1 year program focused on the reduction of metabolic syndrome risk among a health plan employee population. The aim of…

    Downloads: 6

  • Results from Wellness combined with a CDHP

    A just published article in JOEM that presents the findings of a 5 year strategy combining a targeted well-being improvement strategy along with a full replacement Consumer-Driven Health Plan (CDHP).…

    Downloads: 3

  • 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: 0

  • 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: 5

  • 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: 2

  • 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: 3

  • 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: 3

  • 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: 0

  • 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: 0

  • 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: 1

  • Trends in Prescription Drug Use in the U.S.

    This 14 page article published in JAMA highlights trends in prescription drug use for adults in the U.S. between 1999 and 2012. This summary data was derived from the National…

    Downloads: 0

  • 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: 0

  • Value-Based Insurance Design: Perspectives, Extending the Evidence, and Implications for the Future

    This 5 page article from the American Journal of Managed Care describes the new perspectives, evidence and future implications for Value-Based Insurance Design (VBID).  This article is one of the…

    Downloads: 1

  • 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: 1

  • 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: 5

  • Well-Being by the Decades

    This 2015 technical paper was written by Fran Melmed, founder, context communication consulting, for Virgin Pulse.  A helpful explanation of generation-related characteristics in communication styles and dynamics. In this piece, they…

    Downloads: 0

  • 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: 3

  • What to Look For During a Walk-Through Tool L2-13

    When planning an employee wellness program it is important to have a good understanding of the physical nature of the work performed by employees throughout the organization and the actual…

    Downloads: 0

Health Assessment

  • A Framework for Patient-Centered Health Risk Assessments

    This 52 page report from the CDC entitled “A Framework for Patient Centered Health Risk Assessments” is a valuable set of recommendations.  This report is one of the major products…

    Downloads: 1

  • 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: 0

  • Advice for Doctors to Prescribe Exercise

    Here is a practical set of recommendations and advice for physicians to help them prescribe exercise for their overweight and obese patients who want to lose weight. This short piece…

    Downloads: 11

  • 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: 1

  • 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: 2

  • 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: 5

  • 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: 3

  • Cardiovascular Health: The Importance of Measuring Patient-Reported Health Status A Scientific Statement From the American Heart Association

    This article from the journal Circulation provides scientific justification for the importance of patient-reported health status.  This article is one of the clearest statements of the importance of patient reported…

    Downloads: 0

  • CDC Employee Health Assessment

    This resource from the Centers for Disease Control provides a template for an effective Health Risk Appraisal.  Use this resource to evaluate your existing HRA, and provide example HRAs to…

    Downloads: 3

  • 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: 1

  • 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: 1

  • 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: 1

  • 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: 1

  • 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: 3

  • 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: 1

  • Electronic Health Risk Assessment Adoption in an Integrated Healthcare System

    This large health system experience with an HRA provides many useful insights for worksite wellness practitioners.  The report reveals that HRA adoption was steady and methodical when supported by health…

    Downloads: 0

  • 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: 2

  • 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: 0

  • Genetic Information Doesn’t Lead to Health Behavior Change

    Summary:  This systematic review of the scientific evidence examines the effectiveness of genetic information on health behavior change.  Genetic testing is being increasingly used in a growing number of healthcare settings…

    Downloads: 2

  • Getting to “Yes” in Wellness – A Psychocatalytic Approach

    This 3 page article offers a novel way to open someone's thinking about wellness - either on the personal level or the organizational level.  Written by a Boston-based psychiatrist, this…

    Downloads: 14

  • 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: 0

  • 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: 2

  • 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: 3

  • 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: 2

  • 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: 0

  • 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: 1

  • How valid is self-reported health data?

    This meta-analysis of relevant scientific literature evaluates the question whether we should trust data individuals give us about their health.  Based on our review of a considerable body of scientific…

    Downloads: 0

  • 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: 0

  • 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: 3

  • 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: 0

  • 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: 4

  • 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: 0

  • 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: 1

  • 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: 0

  • 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

  • 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: 1

  • 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: 0

  • 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: 3

  • New Study on the Costs of Modifiable Health Risks

    Summary: This new study documents the excess risk premium (additional annual health costs) associated with 10 modifiable health risks from 7 industries and 223,461 employees covering the period 2007 to…

    Downloads: 23

  • Population Health: Behavioral and Social Science Insights

    This is a recently published compendium that highlights new and confirmed behavioral and social science findings that under-gird population health.  This 444 page document contains a large number of summary…

    Downloads: 6

  • 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: 5

  • 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: 1

  • 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: 6

  • 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: 6

  • 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: 2

  • Reducing Metabolic Syndrome through a Wellness Intervention

    This recently published article in JOEM presents the findings of a 1 year program focused on the reduction of metabolic syndrome risk among a health plan employee population. The aim of…

    Downloads: 6

  • 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: 0

  • 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: 2

  • 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: 3

  • 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: 0

  • 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: 3

  • The Future of Public Health

    Summary: This summary article originally presented at the prestigious Shattuck Lecture at the Massachusetts Medical Society, by the Director of the Center for Disease Control and Prevention (CDC) and provides a…

    Downloads: 10

  • Update on Status and Clinical Significance of Obesity

    Summary: These two new articles from JAMA provide clear epidemiological and clinical evidence regarding our need to further address obesity in all populations. Recent epidemiological evidence places a new urgency…

    Downloads: 16

  • 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: 0

  • Viewpoint on Health Literacy

    This recently published article from JAMA highlights the significance and key implications of the growing problem of health literacy. The National Academy of Sciences has also published a series of…

    Downloads: 1

  • Wellness Challenge Case Study – The Everett Clinic

    These case study highlights portray a successful wellness program in a multi-specialty, multi-site clinic in Western Washington.  Key evaluation dashboard findings are highlighted and case details are provided.

    Downloads: 0

  • 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: 4

  • 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: 3

  • What to Look For During a Walk-Through Tool L2-13

    When planning an employee wellness program it is important to have a good understanding of the physical nature of the work performed by employees throughout the organization and the actual…

    Downloads: 0

  • What’s New in Obesity Management?

    This 13 page Review article provides an excellent overview of the medical issues in understanding obesity and its management. With more than 2/3 rds of Americans over the age of…

    Downloads: 20

Health costs

  • 2012 Milliman Medical Index

    This report by Milliman—one of the most respected actuarial firms in the world—provides their annual index and report on U.S. employer health care costs that is authoritative and very valuable. …

    Downloads: 0

  • 2013 Milliman Medical Index

    This report from Milliman summarizes the result of a large survey of U.S. employers for employee health benefit cost patterns as of 2013. This data updates employer health benefit costs.…

    Downloads: 2

  • 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: 0

  • AEI Recommendations for Improving the ACA

    With the surprise 2016 Presidential election results the ACA is likley to be going through change in 2017.  The attached document is from the AEI, a well-known conservative think tank,…

    Downloads: 2

  • 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: 1

  • 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: 5

  • 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: 3

  • Budget Example Tool L4-15

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

    Downloads: 0

  • California Health Care Almanac

    This 36 page Health Care Cost Almanac from the California Health care Foundation contains some great slide content.  This set of slides can be lifted out of the document and…

    Downloads: 0

  • 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: 1

  • 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: 1

  • 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: 1

  • 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: 1

  • Employer-Sponsored Health Insurance: Recent Trends and Future Directions

    This 28 page policy brief just released from the NIHCM identifies the way employer health plan coverage is changing in response to the ACA.  This article provides a clear set…

    Downloads: 2

  • 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: 2

  • 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: 0

  • Government Spending for Health Entitlement Programs

    This report provides details on government spending on healthcare. Spending through the two principal health entitlement programs — Medicare and Medicaid — accounts for well over a third of U.S.…

    Downloads: 0

  • Health Care Cost and Utilization Report: 2010

    This inaugural Health Care Cost and Utilization Report summarizes national trends in health care utilization and  cost, focusing on 2009 to 2010. Large quantities of private claims data are needed…

    Downloads: 0

  • 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: 2

  • 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: 0

  • 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: 1

  • 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: 0

  • 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: 3

  • 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: 0

  • 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: 0

  • 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: 1

  • 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: 1

  • 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: 0

  • 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

  • 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: 1

  • 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: 0

  • 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: 3

  • New Study on the Costs of Modifiable Health Risks

    Summary: This new study documents the excess risk premium (additional annual health costs) associated with 10 modifiable health risks from 7 industries and 223,461 employees covering the period 2007 to…

    Downloads: 23

  • 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: 5

  • 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: 1

  • 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: 6

  • 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: 6

  • Reducing Metabolic Syndrome through a Wellness Intervention

    This recently published article in JOEM presents the findings of a 1 year program focused on the reduction of metabolic syndrome risk among a health plan employee population. The aim of…

    Downloads: 6

  • Results from Wellness combined with a CDHP

    A just published article in JOEM that presents the findings of a 5 year strategy combining a targeted well-being improvement strategy along with a full replacement Consumer-Driven Health Plan (CDHP).…

    Downloads: 3

  • 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: 3

  • 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: 3

  • 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: 0

  • 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: 0

  • The Future of Public Health

    Summary: This summary article originally presented at the prestigious Shattuck Lecture at the Massachusetts Medical Society, by the Director of the Center for Disease Control and Prevention (CDC) and provides a…

    Downloads: 10

  • Trends in Prescription Drug Use in the U.S.

    This 14 page article published in JAMA highlights trends in prescription drug use for adults in the U.S. between 1999 and 2012. This summary data was derived from the National…

    Downloads: 0

  • 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: 0

  • Viewpoint on Health Literacy

    This recently published article from JAMA highlights the significance and key implications of the growing problem of health literacy. The National Academy of Sciences has also published a series of…

    Downloads: 1

  • Wellness Case Study

    This white paper summarizes the one, two and three-year outcomes of one large employer with a well-designed, well implemented wellness program. This paper is based entirely on peer-reviewed, scientific evidence. The…

    Downloads: 12

  • 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: 8

  • 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: 3

  • What to Look For During a Walk-Through Tool L2-13

    When planning an employee wellness program it is important to have a good understanding of the physical nature of the work performed by employees throughout the organization and the actual…

    Downloads: 0

Health Statistics

  • 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: 0

  • 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: 1

  • 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: 2

  • 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: 5

  • 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: 3

  • Budget Example Tool L4-15

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

    Downloads: 0

  • 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: 1

  • 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: 1

  • 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: 1

  • 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: 1

  • 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: 3

  • 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: 1

  • 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: 2

  • 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: 0

  • 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: 0

  • Health Care Costs: Key Information on Health Care Costs and Their Impacts

    This primer gives a brief glimpse of available data on health care costs, and summarizes the impact of spending growth on various parts of society.  The National Health Expenditure Accounts…

    Downloads: 1

  • 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: 2

  • Health, United States, 2011

    A robust resource on all key health data for the US that a wellness professional would find relevant, the Health, United States series presents an annual look at national trends…

    Downloads: 0

  • Health, United States, 2013

    A robust resource on all key health data for the US that a wellness professional would find relevant, the Health, United States series presents an annual look at national trends…

    Downloads: 0

  • 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: 0

  • 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: 1

  • 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: 0

  • 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: 3

  • 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: 0

  • 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: 0

  • 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: 1

  • 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: 0

  • 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

  • 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: 1

  • Medical Cost Trend: Behind the Numbers 2013

    This report on health benefit trends relies on multiple sources including interviews with health plan actuaries and industry leaders, a review of available surveys and analyst reports, and PwC’s 2012…

    Downloads: 1

  • 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: 0

  • 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: 3

  • New Study on the Costs of Modifiable Health Risks

    Summary: This new study documents the excess risk premium (additional annual health costs) associated with 10 modifiable health risks from 7 industries and 223,461 employees covering the period 2007 to…

    Downloads: 23

  • 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: 2

  • Population Health: Behavioral and Social Science Insights

    This is a recently published compendium that highlights new and confirmed behavioral and social science findings that under-gird population health.  This 444 page document contains a large number of summary…

    Downloads: 6

  • 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: 1

  • 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: 6

  • 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: 6

  • 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: 0

  • 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: 3

  • State of American Well-Being

    The 2013 State of American Well-Being study contains extensive community, state and congressional district data on American wellness.  You can use this data to provide comparisons between your population’s data…

    Downloads: 2

  • 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: 3

  • 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: 0

  • 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: 1

  • Trends in Prescription Drug Use in the U.S.

    This 14 page article published in JAMA highlights trends in prescription drug use for adults in the U.S. between 1999 and 2012. This summary data was derived from the National…

    Downloads: 0

  • 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: 0

  • 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: 3

  • What to Look For During a Walk-Through Tool L2-13

    When planning an employee wellness program it is important to have a good understanding of the physical nature of the work performed by employees throughout the organization and the actual…

    Downloads: 0

  • What’s New in Obesity Management?

    This 13 page Review article provides an excellent overview of the medical issues in understanding obesity and its management. With more than 2/3 rds of Americans over the age of…

    Downloads: 20

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: 5

  • 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: 3

  • Budget Example Tool L4-15

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

    Downloads: 0

  • 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: 1

  • 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: 1

  • 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: 7

  • 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: 6

  • 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: 3

  • 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: 12

  • 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: 0

  • 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: 1

  • 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: 3

  • 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: 0

  • 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: 4

  • 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: 2

  • 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: 0

  • 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: 1

  • 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: 1

  • 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: 11

  • 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: 2

  • 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: 5

  • 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: 1

  • 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: 6

  • 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: 2

  • 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: 2

  • 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: 3

  • 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: 9

  • 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: 3

  • 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: 5

  • 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: 5

  • 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: 8

  • 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: 4

Preventive Medicine

  • Accelerating Progress in Obesity Prevention – Solving the Weight of the Nation

    This report is part of a series of publications dedicated to providing accessible and useful information and analysis to policy makers and others working to turn the obesity epidemic around.…

    Downloads: 0

  • 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: 0

  • Advice for Doctors to Prescribe Exercise

    Here is a practical set of recommendations and advice for physicians to help them prescribe exercise for their overweight and obese patients who want to lose weight. This short piece…

    Downloads: 11

  • AMA encourages MDs to prescribe physical activity

    Summary: This call to action from the American Medical Association asks all physicians to actively prescribe physical activity to their patients. The epidemiological evidence is used to justify the recommendation.…

    Downloads: 0

  • 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: 1

  • 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: 5

  • Biometric Health Screening for Employers: Consensus Statement

    This eight-page article just released from the JOEM identifies the current consensus on the use of biometric testing in worksite wellness programs.  This article provides a common perspective on how…

    Downloads: 0

  • CDC Health Disparities and Inequalities Report; 2013

    This piece provides a backdrop for considering the value to the community from your worksite wellness activities—specifically their contribution to reducing health disparities.  This report to assess disparities across a…

    Downloads: 0

  • Community Prevention Services Task Force 2012 Annual Report to Congress

    To know what programs, services, and policies are proven to protect and improve health, decision makers in communities, companies, nonprofit organizations, health systems, and at all levels of government can…

    Downloads: 0

  • Community Prevention Services Task Force 2013 Annual Report to Congress

    This  47 page PDF defines the scientific consensus on community, school and worksite prevention strategies. This report provides current scientific consensus and thinking on a wide range of preventive activities. …

    Downloads: 0

  • 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: 1

  • 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: 1

  • 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: 3

  • Diagnosis of Diabetes

    This article from the New England Journal of Medicine (NEJM) identifies the current clinical status of the diagnosis of diabetes.  This article provides the current state-of-the-art of the diagnosis of…

    Downloads: 0

  • 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: 1

  • 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: 2

  • General health checks in adults for reducing morbidity and mortality from disease

    This publication provides scientific review of the efficacy of such preventive services. The authors aimed to quantify the benefits and harms of general health checks with an emphasis on patient-relevant…

    Downloads: 0

  • Genetic Information Doesn’t Lead to Health Behavior Change

    Summary:  This systematic review of the scientific evidence examines the effectiveness of genetic information on health behavior change.  Genetic testing is being increasingly used in a growing number of healthcare settings…

    Downloads: 2

  • Getting to “Yes” in Wellness – A Psychocatalytic Approach

    This 3 page article offers a novel way to open someone's thinking about wellness - either on the personal level or the organizational level.  Written by a Boston-based psychiatrist, this…

    Downloads: 14

  • 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: 2

  • 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: 0

  • 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: 1

  • 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: 0

  • 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: 3

  • 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: 0

  • 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

  • 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: 0

  • Mental Health Works: Fourth Quarter 2013

    This report from the Partnership for Workplace Mental Health’s Mental Health Works is their fourth quarter 2013 report and contains several helpful articles on mental health in the workplace. This…

    Downloads: 0

  • 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: 3

  • Never too early: Tackling chronic disease to extend healthy life years

    This report from The Economist provides chronic disease prevention strategies for working populations. This set of strategies for chronic disease prevention is important to worksite wellness programs. The focus is…

    Downloads: 0

  • New Obesity Guidelines: Promise and Potential

    This report summarizes the new NIH physician obesity guidelines published in JAMA.  This very brief summary report addresses the new recommendations from NIH for PCPs in treating obesity in patients. …

    Downloads: 0

  • New Study on the Costs of Modifiable Health Risks

    Summary: This new study documents the excess risk premium (additional annual health costs) associated with 10 modifiable health risks from 7 industries and 223,461 employees covering the period 2007 to…

    Downloads: 23

  • Population Health: Behavioral and Social Science Insights

    This is a recently published compendium that highlights new and confirmed behavioral and social science findings that under-gird population health.  This 444 page document contains a large number of summary…

    Downloads: 6

  • 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: 5

  • 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: 1

  • Prevalence of Obesity by Occupation Among US Workers

    This article provides data on the prevalence of obesity by occupation.  This data can be used to compare your own organization with national trend data on the prevalence of overweight…

    Downloads: 0

  • 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: 6

  • Reducing Metabolic Syndrome through a Wellness Intervention

    This recently published article in JOEM presents the findings of a 1 year program focused on the reduction of metabolic syndrome risk among a health plan employee population. The aim of…

    Downloads: 6

  • 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: 3

  • 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: 0

  • 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: 3

  • The CDC Worksite Health Scorecard

    The CDC’s Worksite Health Scorecard is a useful validated tool and method for assessing the potential value of a worksite wellness program in preventing heart disease stroke and related health…

    Downloads: 1

  • The Future of Public Health

    Summary: This summary article originally presented at the prestigious Shattuck Lecture at the Massachusetts Medical Society, by the Director of the Center for Disease Control and Prevention (CDC) and provides a…

    Downloads: 10

  • The Guide to Clinical Preventive Services 2010 – 2011

    Summarized findings: Findings and recommendations from this Guide are routinely used in a variety of settings to improve the preventive care that patients receive.  This includes the design of employee…

    Downloads: 0

  • The Guide to Clinical Preventive Services 2012: Recommendations of the U.S. Preventive Services Task Force

    Full updated 2012 document: Findings and recommendations from this Guide are routinely used in a variety of settings to improve the preventive care that patients receive.  This includes the design…

    Downloads: 0

  • The Guide to Clinical Preventive Services 2014

    This 2014 report provides recommendations used in a variety of settings to improve the preventive care that patients receive.  This includes the design of employee wellness programs.  From the resource:…

    Downloads: 0

  • Trends in Prescription Drug Use in the U.S.

    This 14 page article published in JAMA highlights trends in prescription drug use for adults in the U.S. between 1999 and 2012. This summary data was derived from the National…

    Downloads: 0

  • Update on Status and Clinical Significance of Obesity

    Summary: These two new articles from JAMA provide clear epidemiological and clinical evidence regarding our need to further address obesity in all populations. Recent epidemiological evidence places a new urgency…

    Downloads: 16

  • 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: 0

  • 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: 3

  • What to Look For During a Walk-Through Tool L2-13

    When planning an employee wellness program it is important to have a good understanding of the physical nature of the work performed by employees throughout the organization and the actual…

    Downloads: 0

  • What’s New in Obesity Management?

    This 13 page Review article provides an excellent overview of the medical issues in understanding obesity and its management. With more than 2/3 rds of Americans over the age of…

    Downloads: 20

Programming

  • 2016 Survey of Workplace Wellness Priorities

    Summary: Virgin Pulse has just released their annual survey of employers (N = 908) and employees (N = 1,818) regarding their priorities for Wellness programming. Topics covered include: • How employers (and employees)…

    Downloads: 19

  • Advice for Doctors to Prescribe Exercise

    Here is a practical set of recommendations and advice for physicians to help them prescribe exercise for their overweight and obese patients who want to lose weight. This short piece…

    Downloads: 11

  • 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: 2

  • 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: 5

  • APA 2015 Work and Well-Being Survey

    This 2015 survey from the American Psychological Association (APA) is a national sample of over 1,500 American employees and contains a wealth of data on employee attitudes, preferences and perspectives…

    Downloads: 1

  • 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: 3

  • Budget Example Tool L4-15

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

    Downloads: 0

  • CDC NHWP Health and Safety Climate Survey

    This resource from the CDC provides and excellent template for surveying the health and safety climate of an organization. This survey asks about employee perceptions of work environment, working conditions,…

    Downloads: 1

  • 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: 1

  • 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: 1

  • 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: 1

  • 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: 1

  • 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: 3

  • 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: 0

  • Genetic Information Doesn’t Lead to Health Behavior Change

    Summary:  This systematic review of the scientific evidence examines the effectiveness of genetic information on health behavior change.  Genetic testing is being increasingly used in a growing number of healthcare settings…

    Downloads: 2

  • Global Recommendations on Physical Activity for Health

    Physical inactivity is now identified as the fourth leading risk factor for global mortality. Physical inactivity levels are rising in many countries with major implications for the prevalence of noncommunicable…

    Downloads: 0

  • 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: 0

  • 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: 2

  • 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: 3

  • 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: 0

  • 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: 1

  • 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: 0

  • 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: 3

  • 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: 4

  • 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: 2

  • 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: 0

  • 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: 1

  • 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: 1

  • 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: 0

  • Making Wellness Worth Your While – Wellness Toolkit

    This useful resource developed by the state of Minnesota provides a good source of ideas for wellness programming.  While it is aimed at smaller employers, much of the material is…

    Downloads: 7

  • 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: 1

  • 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: 11

  • 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: 3

  • 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: 2

  • Population Approaches to Improve Diet, Physical Activity, and Smoking Habits – A Scientific Statement From the American Heart Association

    This scientific research summary from the American Heart Association summarizes effective programming recommendations to improve diet, physical activity and smoking.  The authors state that population-based strategies are crucial complements to…

    Downloads: 2

  • 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: 5

  • 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: 1

  • 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: 6

  • 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: 6

  • 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: 2

  • Promising and Best Practices in Total Worker Health – Workshop Summary

    This discussion summary piece from a National Academy of Sciences workshop shows how the occupational health community views wellness. The report provides highlights of how NIOSH sees “wellness” as a…

    Downloads: 2

  • Reducing Metabolic Syndrome through a Wellness Intervention

    This recently published article in JOEM presents the findings of a 1 year program focused on the reduction of metabolic syndrome risk among a health plan employee population. The aim of…

    Downloads: 6

  • Results from Wellness combined with a CDHP

    A just published article in JOEM that presents the findings of a 5 year strategy combining a targeted well-being improvement strategy along with a full replacement Consumer-Driven Health Plan (CDHP).…

    Downloads: 3

  • 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: 0

  • 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: 5

  • 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: 2

  • 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: 3

  • State of American Well-Being

    The 2013 State of American Well-Being study contains extensive community, state and congressional district data on American wellness.  You can use this data to provide comparisons between your population’s data…

    Downloads: 2

  • 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: 3

  • 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: 9

  • 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: 0

  • 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: 3

  • 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: 3

  • The CDC Worksite Health Scorecard

    The CDC’s Worksite Health Scorecard is a useful validated tool and method for assessing the potential value of a worksite wellness program in preventing heart disease stroke and related health…

    Downloads: 1

  • The Future of Public Health

    Summary: This summary article originally presented at the prestigious Shattuck Lecture at the Massachusetts Medical Society, by the Director of the Center for Disease Control and Prevention (CDC) and provides a…

    Downloads: 10

  • The impacts of injury at the individual, community and societal levels: a systematic meta-review

    This excellent review of the impact of injuries on individuals, employers and society outlines the best studies that have been conducted to date on the impact of injuries.  This material…

    Downloads: 2

  • 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: 1

  • 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: 0

  • Viewpoint on Health Literacy

    This recently published article from JAMA highlights the significance and key implications of the growing problem of health literacy. The National Academy of Sciences has also published a series of…

    Downloads: 1

  • 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: 5

  • Well-Being by the Decades

    This 2015 technical paper was written by Fran Melmed, founder, context communication consulting, for Virgin Pulse.  A helpful explanation of generation-related characteristics in communication styles and dynamics. In this piece, they…

    Downloads: 0

  • Wellness Case Study

    This white paper summarizes the one, two and three-year outcomes of one large employer with a well-designed, well implemented wellness program. This paper is based entirely on peer-reviewed, scientific evidence. The…

    Downloads: 12

  • 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: 8

  • Wellness Challenge Case Study – The Everett Clinic

    These case study highlights portray a successful wellness program in a multi-specialty, multi-site clinic in Western Washington.  Key evaluation dashboard findings are highlighted and case details are provided.

    Downloads: 0

  • 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: 4

  • 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: 3

  • What’s New in Obesity Management?

    This 13 page Review article provides an excellent overview of the medical issues in understanding obesity and its management. With more than 2/3 rds of Americans over the age of…

    Downloads: 20

  • Why Sleep Really Matters

    This 101 page Report authored by the staff of the Rand Corporation office in Cambridge, UK provides a multi-country analysis of the economic costs associated with insufficient sleep.  The report…

    Downloads: 13

  • Wisconsin Worksite Wellness: 2010 – Wellness Toolkit

    This useful resource developed by the state of Wisconsin provides a good source of ideas for wellness programming.  While it is aimed at smaller employers, much of the material is…

    Downloads: 0

  • Work Healthy Georgia – Worksite Wellness Toolkit

    This useful resource developed by the state of Georgia provides a good source of ideas for wellness programming.  While it is aimed at smaller employers, much of the material is…

    Downloads: 3

  • Working on Wellness – Worksite Wellness Toolkit

    This useful resource developed by the state of Massachusetts provides a good source of ideas for wellness programming.  While it is aimed at smaller employers, much of the material is…

    Downloads: 5

  • Worksite Wellness Toolkit – State of Nevada

    This useful resource developed by the state of Nevada provides a good source of ideas for wellness programming.  While it is aimed at smaller employers, much of the material is…

    Downloads: 1

Public Policy

  • A Billion and Change in Federal Grants for Health Promotion

    In 2012, the federal government announced over a billions dollars of grants as part of the ACA for various prevention efforts. This article outlines the different grant opportunities as a…

    Downloads: 1

  • AEI Recommendations for Improving the ACA

    With the surprise 2016 Presidential election results the ACA is likley to be going through change in 2017.  The attached document is from the AEI, a well-known conservative think tank,…

    Downloads: 2

  • AMA encourages MDs to prescribe physical activity

    Summary: This call to action from the American Medical Association asks all physicians to actively prescribe physical activity to their patients. The epidemiological evidence is used to justify the recommendation.…

    Downloads: 0

  • APA 2015 Work and Well-Being Survey

    This 2015 survey from the American Psychological Association (APA) is a national sample of over 1,500 American employees and contains a wealth of data on employee attitudes, preferences and perspectives…

    Downloads: 1

  • 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: 3

  • Bending the Cost Curve through Market-Based Incentives

    This five-page article from the New England Journal of Medicine (NEJM) identifies the main reasons why Obamacare will likely fail to manage health care costs.  This article is a clear…

    Downloads: 2

  • CDC Health Disparities and Inequalities Report; 2013

    This piece provides a backdrop for considering the value to the community from your worksite wellness activities—specifically their contribution to reducing health disparities.  This report to assess disparities across a…

    Downloads: 0

  • 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: 1

  • Final Amended Text of the Affordable Care Act (ACA)

    This downloadable 906 page PDF copy of the ACA is authorized by the GPO and is searchable. This Law has enormous implications for everyone involved in health plan and wellness…

    Downloads: 0

  • Final regulations on the ACA wellness programming and incentive rules

    This 35 page document is the PDF of the Federal Regulations for June 3, 2013 on the design of wellness incentives that meet the requirements of the ACA.  These regulations…

    Downloads: 0

  • 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: 6

  • Genetic Information Doesn’t Lead to Health Behavior Change

    Summary:  This systematic review of the scientific evidence examines the effectiveness of genetic information on health behavior change.  Genetic testing is being increasingly used in a growing number of healthcare settings…

    Downloads: 2

  • 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: 2

  • 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: 3

  • HIPAA Privacy and Security Toolkit

    This 25 page guide from the AMA provides practical ways to meet new HIPAA Privacy requirements.   This article is a streamline way to meet the new privacy requirements as of…

    Downloads: 0

  • National Prevention Strategy Analysis

    In June 2011, Regina Benjamin, Surgeon General of the United States, released the nation’s first-ever ‘‘National Prevention and Health Promotion Strategy: America’s Plan for Better Health and Wellness’’ (truncated as…

    Downloads: 1

  • 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: 2

  • Population Health: Behavioral and Social Science Insights

    This is a recently published compendium that highlights new and confirmed behavioral and social science findings that under-gird population health.  This 444 page document contains a large number of summary…

    Downloads: 6

  • Prevention and Public Health Fund Detailed Activities by Agency

    This report shows patterns of prevention spending tied to the Affordable Care Act.  The table shows fiscal year spending from 2011-2014 by agency on preventive health. Published: 2014

    Downloads: 0

  • Preventive Services Covered by Private Health Plans Under the Affordable Care Act (ACA)

    This report details the requirements in the Affordable Care Act (ACA) that private insurers (including self-funded employers) – with the exception of so-called “grandfathered” plans – cover certain preventive services…

    Downloads: 0

  • Results from Wellness combined with a CDHP

    A just published article in JOEM that presents the findings of a 5 year strategy combining a targeted well-being improvement strategy along with a full replacement Consumer-Driven Health Plan (CDHP).…

    Downloads: 3

  • 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: 2

  • 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: 3

  • 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: 9

  • The Affordable Care Act and the Prevention and Public Health Fund Report to Congress for FY2012

    This report to congress provides details on the prevention activities undertaken by the Department of Health and Human Services.  The health of Americans is influenced by where Americans live, work,…

    Downloads: 1

  • The Future of Public Health

    Summary: This summary article originally presented at the prestigious Shattuck Lecture at the Massachusetts Medical Society, by the Director of the Center for Disease Control and Prevention (CDC) and provides a…

    Downloads: 10

  • The Truth about the Prevention and Public Health Fund

    This 9 page PDF explains the status of federal funding for Title IV of the ACA. It details the status of funding for Prevention and Wellness available through federal and…

    Downloads: 0

  • Update on Status and Clinical Significance of Obesity

    Summary: These two new articles from JAMA provide clear epidemiological and clinical evidence regarding our need to further address obesity in all populations. Recent epidemiological evidence places a new urgency…

    Downloads: 16

  • Updated ACA Prevention Spending

    Prevention and public health spending have been a moving target with changes from the ACA.  This 2013 data table provides detailed spending planning through the 2013 fiscal year on government…

    Downloads: 0

  • Viewpoint on Health Literacy

    This recently published article from JAMA highlights the significance and key implications of the growing problem of health literacy. The National Academy of Sciences has also published a series of…

    Downloads: 1

  • What’s New in Obesity Management?

    This 13 page Review article provides an excellent overview of the medical issues in understanding obesity and its management. With more than 2/3 rds of Americans over the age of…

    Downloads: 20

  • Why Sleep Really Matters

    This 101 page Report authored by the staff of the Rand Corporation office in Cambridge, UK provides a multi-country analysis of the economic costs associated with insufficient sleep.  The report…

    Downloads: 13

Templates

  • California Health Care Almanac

    This 36 page Health Care Cost Almanac from the California Health care Foundation contains some great slide content.  This set of slides can be lifted out of the document and…

    Downloads: 0

  • CDC Employee Health Assessment

    This resource from the Centers for Disease Control provides a template for an effective Health Risk Appraisal.  Use this resource to evaluate your existing HRA, and provide example HRAs to…

    Downloads: 3

  • CDC NHWP Health and Safety Climate Survey

    This resource from the CDC provides and excellent template for surveying the health and safety climate of an organization. This survey asks about employee perceptions of work environment, working conditions,…

    Downloads: 1

  • 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: 0

  • How can you find out what senior managers think about wellness?

    This practical guide offers templates you can use to drive discussions with senior organizational leaders to assess their stance and support for wellness efforts.  It is intended to be used…

    Downloads: 5

  • List of Key Wellness Online Resources

    Chapman Institute has complied this annotated list of wellness resources for WellCert grads.  The listing includes resources on the ACA, prevention medicine, economic statistics for healthcare as well as many…

    Downloads: 9

  • Making Wellness Worth Your While – Wellness Toolkit

    This useful resource developed by the state of Minnesota provides a good source of ideas for wellness programming.  While it is aimed at smaller employers, much of the material is…

    Downloads: 7

  • WellCert Business Case Slides: 2013

    These slides prepared by Chapman Institute can allow anyone to make an effective case for organizational investment in wellness.  These slides cover the return on investment expected for wellness activities.…

    Downloads: 7

  • Wellness Program Evaluation Data Collection Form

    This template provides an excellent and comprehensive list of data required to perform an effective wellness program evaluation.  This form was developed in order to help you collect data for…

    Downloads: 6

  • Wellness Program Planning, Implementation and Evaluation Checklists

    This document contains planning, implementation, and evaluation checklist templates you can copy into any document or deliverable. By starting with these useful and comprehensive checklists, you can avoid missing important…

    Downloads: 11

  • Wisconsin Worksite Wellness: 2010 – Wellness Toolkit

    This useful resource developed by the state of Wisconsin provides a good source of ideas for wellness programming.  While it is aimed at smaller employers, much of the material is…

    Downloads: 0

  • Work Healthy Georgia – Worksite Wellness Toolkit

    This useful resource developed by the state of Georgia provides a good source of ideas for wellness programming.  While it is aimed at smaller employers, much of the material is…

    Downloads: 3

  • Working on Wellness – Worksite Wellness Toolkit

    This useful resource developed by the state of Massachusetts provides a good source of ideas for wellness programming.  While it is aimed at smaller employers, much of the material is…

    Downloads: 5

  • Worksite Wellness Toolkit – State of Nevada

    This useful resource developed by the state of Nevada provides a good source of ideas for wellness programming.  While it is aimed at smaller employers, much of the material is…

    Downloads: 1

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: 0

  • 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: 1

  • 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: 2

  • 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: 5

  • 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: 3

  • Budget Example Tool L4-15

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

    Downloads: 0

  • 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: 1

  • 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: 1

  • 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: 1

  • 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: 1

  • 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: 3

  • 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: 1

  • 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: 2

  • 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: 0

  • 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: 0

  • 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: 2

  • 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: 3

  • 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: 2

  • 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: 0

  • 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: 1

  • 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: 0

  • 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: 3

  • 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: 0

  • 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: 4

  • 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: 2

  • 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: 0

  • 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: 1

  • 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: 1

  • 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: 0

  • 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: 0

  • 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: 1

  • 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: 0

  • 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: 3

  • 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: 2

  • 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: 5

  • 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: 1

  • 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: 6

  • 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: 6

  • 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: 2

  • 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: 0

  • 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: 5

  • 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: 2

  • 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: 3

  • 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: 3

  • 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: 0

  • 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: 0

  • 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: 3

  • 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: 3

  • 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: 1

  • 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: 0

  • 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: 1

  • 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: 4

  • 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: 3

Wellness Careers

  • 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: 1

  • 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: 2

  • 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: 0

  • 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: 0

  • 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: 1

  • National Wellness Compensation Survey

    This 42 page PDF is the first large scale, high quality national survey of salary and compensation patterns for worksite wellness practitioners. This report provides current salary and compensation patterns…

    Downloads: 7

  • 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: 2

  • 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: 0

  • 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: 3

  • 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: 3

  • 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: 1

Wellness ROI

  • 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: 2

  • 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: 5

  • Bending the Cost Curve through Market-Based Incentives

    This five-page article from the New England Journal of Medicine (NEJM) identifies the main reasons why Obamacare will likely fail to manage health care costs.  This article is a clear…

    Downloads: 2

  • 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: 1

  • Do Workplace Health Promotion (Wellness) Programs Work?

    This JOEM article by Goetzel et al. is the strongest consensus statement on the general and economic effectiveness of worksite wellness programs to date. This informal consensus statement published in…

    Downloads: 6

  • Health Management ROI: It’s Time for a Fresh Start

    Excellent discussion by Ron Ozminkowski on a broader strategy for economic analysis of worksite wellness programming.  This lucid discussion makes the case for using a broader array of economic variables…

    Downloads: 8

  • 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: 1

  • 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: 3

  • 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: 0

  • 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: 4

  • 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: 2

  • 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: 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: 0

  • 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: 1

  • 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: 0

  • Meta-Evaluation of Worksite Health Promotion Economic Return Studies: 2012 Update

    Larry Chapman's meta-evaluation on economic return studies examines 62 peer review articles that report on the economic return and ROI of worksite wellness programs.  The average Cost/Benefit Ratio for 25…

    Downloads: 3

  • New Study on the Costs of Modifiable Health Risks

    Summary: This new study documents the excess risk premium (additional annual health costs) associated with 10 modifiable health risks from 7 industries and 223,461 employees covering the period 2007 to…

    Downloads: 23

  • 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: 2

  • Potential Savings through Prevention of Avoidable Chronic Illness among CalPERS State Active Members

    This study on the preventable health care costs paid by the State of California provides a clear and rigorous rationale for wellness.  It provides key data and methodology for analyzing…

    Downloads: 0

  • 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: 6

  • Results from Wellness combined with a CDHP

    A just published article in JOEM that presents the findings of a 5 year strategy combining a targeted well-being improvement strategy along with a full replacement Consumer-Driven Health Plan (CDHP).…

    Downloads: 3

  • 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: 0

  • 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: 2

  • 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: 3

  • 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: 3

  • The impacts of injury at the individual, community and societal levels: a systematic meta-review

    This excellent review of the impact of injuries on individuals, employers and society outlines the best studies that have been conducted to date on the impact of injuries.  This material…

    Downloads: 2

  • 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: 1

  • Trial-Based Economic Evaluations in Occupational Health

    This resource provides useful guidelines for conducting economic return and ROI analyses in work settings.  This publication helps establish fair standards for how we conduct economic evaluations in work organizations.…

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  • Updated HERO Excess Risk Premium Cost Data

    This Chapman Institute exclusive white paper provides updated 2012 HERO data on the risk premium cost associated with 8 major risk factors.  This data is very useful in projecting the…

    Downloads: 1

  • 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: 1

  • Wellness Case Study

    This white paper summarizes the one, two and three-year outcomes of one large employer with a well-designed, well implemented wellness program. This paper is based entirely on peer-reviewed, scientific evidence. The…

    Downloads: 12

  • Wellness Challenge Case Study – The Everett Clinic

    These case study highlights portray a successful wellness program in a multi-specialty, multi-site clinic in Western Washington.  Key evaluation dashboard findings are highlighted and case details are provided.

    Downloads: 0

  • Worksite Wellness Programs Can Generate Savings – Harvard Meta Analysis

    Harvard School of Public Health and Economics professors performed a critical meta-analysis of the scientific literature on costs and savings associated with wellness and disease prevention programs.  The studies authors…

    Downloads: 8