WellCert Resource Library

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

Chapman Institute now offers 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, cardiovascular 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 – grads only

WellCert grads, 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 [email protected] with your resource, and brief description, and we can see if we can include it in our trove of resources.

Back to WellCert Resources 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: 7

  • 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: 8

  • AMSO Worksheet Tool L3-2

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

    Downloads: 56

  • 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: 8

  • Consumer Health Education Tool L3-7

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

    Downloads: 25

  • 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: 1

  • 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: 5

  • Final Rules from EEOC on Wellness Incentives

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

    Downloads: 16

  • 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: 3

  • 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

  • Health Care Spending Rises with More Coverage and Care

    This document contains a very useful compendium of U.S. health care cost data up through 2015.  Based on national health care expenditure accounting sources, it provides a very useful set…

    Downloads: 12

  • Health Insurance Chartbook 2016

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

    Downloads: 15

  • Ideal Health Plan Design Tool L4-7

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

    Downloads: 28

  • Ideal Health Plan Tool L3-10

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

    Downloads: 11

  • Listing of Helpful Websites on Wellness

    What is this about? A major challenge for worksite wellness program managers is finding the many useful free websites on the Internet that can help with some aspect of the design…

    Downloads: 41

  • LMS Primer Tool L3-4

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

    Downloads: 3

  • 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: 2

  • Participation Strategies Tool L2-4

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

    Downloads: 24

  • 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: 2

  • 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: 3

  • 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: 12

  • Results Hierarchy Tool L3-5

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

    Downloads: 13

  • Sample Wellness Program Budget Tool L2-8

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

    Downloads: 35

  • 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: 33

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: 7

  • 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: 32

  • Advanced Directives Tool L3-9

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

    Downloads: 7

  • 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: 8

  • AMSO Worksheet Tool L2-1

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

    Downloads: 46

  • Annual Program Evaluation Survey Tool L1-11

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

    Downloads: 79

  • 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: 9

  • Assessing Organizational Readiness for Wellness Tool L2-12

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

    Downloads: 38

  • Budget Example Tool L4-15

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

    Downloads: 38

  • Concept Paper Tool L3-1

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

    Downloads: 15

  • Concept Paper Tool L4-1

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

    Downloads: 13

  • Consumer Health Education Tool L3-7

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

    Downloads: 25

  • Creating a Culture of Wellness Tool L4-8

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

    Downloads: 68

  • Data Collection Tool L4-2

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

    Downloads: 30

  • Diagnostic Codes Tool L4-5

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

    Downloads: 9

  • Employee Engagement in the American Workplace

    This very useful report on employee engagement in the American workplace was released in 2017. Gallup developed "State of the American Workplace" using data collected from more than 195,600 U.S.…

    Downloads: 20

  • 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: 4

  • Estimating Presenteeism Costs in Your Organization

    What is this about? Another major challenge facing all U.S. employers involves estimating the current organizational cost associated with employees who are at work but have an underlying health problem that…

    Downloads: 31

  • Final Rules from EEOC on Wellness Incentives

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

    Downloads: 16

  • Futuristic Look at Wellness Tool L4-13

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

    Downloads: 22

  • Generational Differences Tool L4-14

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

    Downloads: 11

  • Glossary of Health Insurance Terms Tool L4-6

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

    Downloads: 15

  • Glossary of Wellness Terms Tool L1-1

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

    Downloads: 12

  • Health Insurance Chartbook 2016

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

    Downloads: 15

  • Health Monitor HRA Tool L1-14

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

    Downloads: 16

  • Hierarchy of Results Tool L4-11

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

    Downloads: 12

  • How to Calculate ROI Tool L2-10

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

    Downloads: 55

  • HRA Interventions Tool L3-11

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

    Downloads: 13

  • Ideal Health Plan Design Tool L4-7

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

    Downloads: 28

  • Ideal Health Plan Tool L3-10

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

    Downloads: 11

  • Ideal Wellness Incentive Tool L2-5

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

    Downloads: 29

  • IDM Case Study Tool L4-3

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

    Downloads: 5

  • Incentive Pay Values Tool L3-12

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

    Downloads: 25

  • Incentive Pay Values with Survey Tool L4-16

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

    Downloads: 19

  • Injury Prevention Skills Tool L3-8

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

    Downloads: 4

  • LMS Primer Tool L3-4

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

    Downloads: 3

  • Master FAQ List Tool L2-2

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

    Downloads: 16

  • Medical Self-Care Skills Tool L3-6

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

    Downloads: 6

  • Modular Program Evaluation Tool L3-13

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

    Downloads: 11

  • Participation Strategies Tool L2-4

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

    Downloads: 24

  • Possible Metrics Tool L4-12

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

    Downloads: 12

  • Program Descriptions of Effective Wellness Programs Tool L1-12

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

    Downloads: 29

  • Program Design Worksheet Tool L1-13

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

    Downloads: 46

  • 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: 11

  • 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: 12

  • Results Hierarchy Tool L3-5

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

    Downloads: 13

  • Sample Launch Letter Tool L1-7

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

    Downloads: 24

  • Sample Request for a Health Plan Claims Analysis

    What is this about? Employer health benefit costs are headed up again. Estimates range from 6% to 9% or higher annual increases for 2020 renewals.  For larger organizations a health plan…

    Downloads: 12

  • Sample Wellness Program Budget Tool L2-8

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

    Downloads: 35

  • Sample Wellness Proposal Tool L4-10

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

    Downloads: 47

  • Solution Set #2 – Worker Health Cost Worksheet

    I have a vivid memory of sitting across from the CEO of a company with 18,000+ employees after I had asked him how much he was spending per year on…

    Downloads: 12

  • Solution Set #8 – Health Plans that Support Wellness

    What is this about? A major challenge for all employers is how to align their health plan design so that it supports wise personal health care choices and wellness behaviors.  Historically…

    Downloads: 14

  • Strategies for Optimizing Results Tool L2-11

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

    Downloads: 24

  • Summary of Injury Prevention Skills Tool L4-4

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

    Downloads: 2

  • Summary of the Benefits of Wellness Tool L1-3

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

    Downloads: 9

  • Tips for Using Self Service Technology Tool L2-6

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

    Downloads: 6

  • 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: 2

  • Updated HERO Data Tool L4-9

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

    Downloads: 10

  • 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: 2

  • Vendor Report Card Tool L2-3

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

    Downloads: 12

  • WebMD – 2015 Wellness Incentives Workbook

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

    Downloads: 33

  • 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: 3

  • Wellness Metrics Tool L2-9

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

    Downloads: 29

  • 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: 5

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: 9

  • Advanced Directives Tool L3-9

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

    Downloads: 7

  • 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: 20

  • AMSO Worksheet Tool L2-1

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

    Downloads: 46

  • AMSO Worksheet Tool L3-2

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

    Downloads: 56

  • Annual Program Evaluation Survey Tool L1-11

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

    Downloads: 79

  • Assessing Organizational Readiness for Wellness Tool L2-12

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

    Downloads: 38

  • Cancer Statistics 2018

    Cancer is the second most prevalent cause of death in the U.S. and is vying for number one.  It is also a major source of morbidity for a large portion…

    Downloads: 6

  • 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: 3

  • 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: 19

  • Concept Paper Tool L3-1

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

    Downloads: 15

  • Concept Paper Tool L4-1

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

    Downloads: 13

  • Consumer Health Education Tool L3-7

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

    Downloads: 25

  • Corporate Wellness Services in the U.S.

    Why is this important? This 34 page report provides a concise summary of the size and major characteristics of the corporate wellness services industry in the U.S.    It is important because…

    Downloads: 51

  • Creating a Culture of Wellness Tool L4-8

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

    Downloads: 68

  • Data Collection Tool L4-2

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

    Downloads: 30

  • Declining Health-Related Quality of Life in the U.S.

    Why is this important? This 9-page article provides concrete proof that the U.S. working population is reporting lower quality of life satisfaction due primarily to health-related factors. Another way of thinking…

    Downloads: 16

  • Diagnostic Codes Tool L4-5

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

    Downloads: 9

  • Diseases, Injuries and Risk Factors by State: 1990 – 2016

    Why is this important? This 29-page article includes a great deal of state-specific information about the health status, health risks, life expectancy, premature mortality, and disability burden for a very large…

    Downloads: 15

  • 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

  • Evaluation of a Digital Behavioral Counseling Program for Reducing Risk Factors for Chronic Disease in a Workforce

    This open source article summarizes the evaluation of a trial of a digital coaching program in reducing key health risks in improving the incidence of major chronic diseases in working…

    Downloads: 16

  • Everything You Ever Wanted to Know About the USPSTF

    This compendium of 9 peer review articles published in this month’s edition of the American Journal of Preventive Medicine (January, 2018) provides an in-depth look at the USPSTF. The 9…

    Downloads: 10

  • Futuristic Look at Wellness Tool L4-13

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

    Downloads: 22

  • Generational Differences Tool L4-14

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

    Downloads: 11

  • 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: 3

  • 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: 27

  • Glossary of Health Insurance Terms Tool L4-6

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

    Downloads: 15

  • Glossary of Wellness Terms Tool L1-1

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

    Downloads: 12

  • Group Activity Planning Worksheet Tool L1-9

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

    Downloads: 23

  • Health Monitor HRA Tool L1-14

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

    Downloads: 16

  • Health Promotion in the Workplace – 5th Edition Michael P. O’Donnell, Editor

    This comprehensive resource for anyone desiring to plan, design, implement or evaluate a Worksite Wellness program has been made available for free by it's Editor Michael O'Donnell.  This 721 page…

    Downloads: 31

  • Hierarchy of Results Tool L4-11

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

    Downloads: 12

  • How much alcohol is “safe” to consume?

    Why is this important? This 11-page article presents a landmark analysis of the health risks associated with alcohol consumption. This global scientific effort applies meta-analysis statistical techniques to derive greater scientific…

    Downloads: 9

  • How to Calculate ROI Tool L2-10

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

    Downloads: 55

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

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

    Downloads: 14

  • 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: 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: 13

  • Ideal Health Plan Design Tool L4-7

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

    Downloads: 28

  • Ideal Health Plan Tool L3-10

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

    Downloads: 11

  • Ideal Incentive Program Tool L3-3

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

    Downloads: 34

  • IDM Case Study Tool L4-3

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

    Downloads: 5

  • Incentive Pay Values with Survey Tool L4-16

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

    Downloads: 19

  • Infographic on Mental Health Issues from COVID-19

    What is this about? This edition of Connections provides a very useful summary infographic on the effects of COVID-19 on the mental health of American workers.  It comes from a think…

    Downloads: 37

  • Injury Prevention Skills Tool L3-8

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

    Downloads: 4

  • Listing of Biometric Measures Tool L2-7

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

    Downloads: 1

  • Listing of Helpful Websites on Wellness

    What is this about? A major challenge for worksite wellness program managers is finding the many useful free websites on the Internet that can help with some aspect of the design…

    Downloads: 41

  • Loneliness in the Workplace: 2020 Cigna National Survey

    What is this about? This just-released 2 page summary infographic and 57 page full report based on a national sample of 10,000 U.S. employees surveyed in 2019 focuses on their perceptions…

    Downloads: 21

  • Master FAQ List Tool L2-2

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

    Downloads: 16

  • Medical Self-Care Skills Tool L3-6

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

    Downloads: 6

  • Modifiable Health Risk Factors for Young Workers

    This edition of Connections provides a focus on the modifiable health risk factors of young employees.  We know a lot about the health risk factors and needs of the older…

    Downloads: 14

  • Modular Program Evaluation Tool L3-13

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

    Downloads: 11

  • New Guidelines for Prevention of Cardiovascular Disease

    What is this about? The American College of Cardiology (ACC) and the American Heart Association (AHA) have issued a new set of guidelines for the primary prevention of Cardiovascular Disease (CVD). …

    Downloads: 21

  • New National Guidelines for Physical Activity

    Why is this important? The combined authoritative weight of the federal Department of Health and Human Services (DHHS) and the American Medical Association (AMA) signifies the importance of this national effort. …

    Downloads: 16

  • New Standard for Diagnosis of Hypertension

    On November 13, 2017,  the American College of Cardiology (ACC) and the American Heart Association (AHA) released a new report that recommends changing the clinical parameters for the diagnosis of…

    Downloads: 12

  • 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: 30

  • Obesity in the Workplace: Impacts, Outcomes and Recommendations

    The American College of Occupational and Environmental Medicine (ACOEM) is the authoritative group that provides guidance to health professionals that serve and care for employee populations in work organizations.  This…

    Downloads: 18

  • Physician Wisdom on Wellness

    Why is this important? This short, 4 page interview is important because it includes some great wisdom from the physician’s perspective about how to help patients (aka “employees”) get on the…

    Downloads: 21

  • 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: 9

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

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

    Downloads: 16

  • Possible Metrics Tool L4-12

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

    Downloads: 12

  • Prevalence and Trends in Lifetime Obesity

    Introduction: Estimates of obesity prevalence based on current BMI are an important, but incomplete indicator of the total effects of obesity on a population. Methods: In this study, data on…

    Downloads: 7

  • Program Descriptions of Effective Wellness Programs Tool L1-12

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

    Downloads: 29

  • Program Design Worksheet Tool L1-13

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

    Downloads: 46

  • Program Planning Checklist Tool L1-10

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

    Downloads: 22

  • 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: 11

  • Results Hierarchy Tool L3-5

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

    Downloads: 13

  • Sample Wellness Program Budget Tool L2-8

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

    Downloads: 35

  • Sample Wellness Proposal Tool L4-10

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

    Downloads: 47

  • Strengthening your efforts against Diabetes

    What is this about? This edition of Connections newsletter provides two recent very important articles/studies on our need to address prediabetes and Type 2 diabetes in our working population.  In June,…

    Downloads: 16

  • Summary of Injury Prevention Skills Tool L4-4

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

    Downloads: 2

  • Technology Infrastructure for Wellness Programs Tool L1-6

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

    Downloads: 17

  • 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 Global Mental Health Disease Burden: 1990-2019

    What is this about? This edition of Connections newsletter provides a copy of the recent article published in the respected peer review journal The Lancet Psychiatry on the Global Burden of…

    Downloads: 12

  • 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: 10

  • 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: 3

  • 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: 4

  • Wellness Interest Survey Tool L1-2

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

    Downloads: 36

  • Wellness Metrics Tool L2-9

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

    Downloads: 29

  • Wellness Programming and Preventive Service Use

    Introduction: There is little research at the national level on access to employee wellness programs and the use of preventive care services. This study examined the use of seven preventive…

    Downloads: 11

  • 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: 5

  • 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: 28

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: 3

  • 27% of All Health Costs Preventable in 2016

    What is this about? The document highlighted in this edition of the Connections newsletter is a newly published study from the British Journal Lancet Public Health. The article reports on an…

    Downloads: 14

  • Advanced Directives Tool L3-9

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

    Downloads: 7

  • 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: 8

  • AMSO Worksheet Tool L2-1

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

    Downloads: 46

  • Annual Program Evaluation Survey Tool L1-11

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

    Downloads: 79

  • Assessing Organizational Readiness for Wellness Tool L2-12

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

    Downloads: 38

  • Average Costs of Health Conditions

    What is this about? The document in this edition of Connections is a comprehensive 22-page article from JAMA that provides a great deal of health care cost summary information for the…

    Downloads: 27

  • Budget Example Tool L4-15

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

    Downloads: 38

  • 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: 4

  • Concept Paper Tool L3-1

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

    Downloads: 15

  • Consumer Health Education Tool L3-7

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

    Downloads: 25

  • Creating a Culture of Wellness Tool L4-8

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

    Downloads: 68

  • Diagnostic Codes Tool L4-5

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

    Downloads: 9

  • 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: 4

  • Estimating Presenteeism Costs in Your Organization

    What is this about? Another major challenge facing all U.S. employers involves estimating the current organizational cost associated with employees who are at work but have an underlying health problem that…

    Downloads: 31

  • Futuristic Look at Wellness Tool L4-13

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

    Downloads: 22

  • Getting Management to be Serious About Wellness

    What is this about? Unfortunately, most employee wellness programs in the U.S. are both under-funded and relatively ineffective.  They also tend to be more tactical in nature with limited strategic or…

    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: 15

  • 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 Care Spending Rises with More Coverage and Care

    This document contains a very useful compendium of U.S. health care cost data up through 2015.  Based on national health care expenditure accounting sources, it provides a very useful set…

    Downloads: 12

  • Health Insurance Chartbook 2016

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

    Downloads: 15

  • Health Monitor HRA Tool L1-14

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

    Downloads: 16

  • Health, United States, 2017 with Special Feature on Mortality

    What is this about? Author:  Larry Chapman.  This annual government report of the National Center for Health Statistics (NCHS) provides the most recent and complete summary information on the major health…

    Downloads: 9

  • Hierarchy of Results Tool L4-11

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

    Downloads: 12

  • How to Calculate ROI Tool L2-10

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

    Downloads: 55

  • HRA Interventions Tool L3-11

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

    Downloads: 13

  • Ideal Health Plan Design Tool L4-7

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

    Downloads: 28

  • Ideal Health Plan Tool L3-10

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

    Downloads: 11

  • IDM Case Study Tool L4-3

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

    Downloads: 5

  • Incentive Pay Values Tool L3-12

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

    Downloads: 25

  • Incentive Pay Values with Survey Tool L4-16

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

    Downloads: 19

  • Injury Prevention Skills Tool L3-8

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

    Downloads: 4

  • Lifestyle Medicine and Disease Reversal

    What is this about? This edition of Connections newsletter provides an important article that addresses the potential for disease reversal. Published in an international scientific journal it raises the core premises…

    Downloads: 15

  • 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: 16

  • Measuring Health and Productivity Management (HPM) Effects

    What is this about? A major challenge facing all U.S. employers is measuring the current status of their Health and Productivity Management (HPM) and the effects of their employee wellness/well-being intervention…

    Downloads: 16

  • Medical Self-Care Skills Tool L3-6

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

    Downloads: 6

  • Modular Program Evaluation Tool L3-13

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

    Downloads: 11

  • National and Employer Health Costs: 2018 & 2019

    What is this about? These two articles capsulize recent major patterns in U.S. health care costs.  The two articles are full of data on patterns and trends in employer health costs…

    Downloads: 23

  • 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: 30

  • Obesity in the Workplace: Impacts, Outcomes and Recommendations

    The American College of Occupational and Environmental Medicine (ACOEM) is the authoritative group that provides guidance to health professionals that serve and care for employee populations in work organizations.  This…

    Downloads: 18

  • Organizational Costs of Unhealthy Habits

    What is this about? This edition of Connections provides a recently released special report that uses authoritative sources to document the usual additional health and productivity costs associated with unhealthy lifestyle…

    Downloads: 47

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

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

    Downloads: 16

  • Possible Metrics Tool L4-12

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

    Downloads: 12

  • Program Descriptions of Effective Wellness Programs Tool L1-12

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

    Downloads: 29

  • Program Design Worksheet Tool L1-13

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

    Downloads: 46

  • 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: 11

  • Reducing Unnecessary Primary Care Use: Less is Really More

    What is this about? This edition of Connections provides a recently published article that gives us a practical and systematic methodology and set of recommendations to reduce low value or “unnecessary”…

    Downloads: 16

  • 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: 12

  • Sample Request for a Health Plan Claims Analysis

    What is this about? Employer health benefit costs are headed up again. Estimates range from 6% to 9% or higher annual increases for 2020 renewals.  For larger organizations a health plan…

    Downloads: 12

  • Sample Wellness Proposal Tool L4-10

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

    Downloads: 47

  • Short Primer on Wellness Program Evaluation

    This 30 page document provides a quick and efficient look at key issues in program evaluation of worksite wellness and health promotion programs.  It includes discussion of a number of…

    Downloads: 26

  • Solution Set #2 – Worker Health Cost Worksheet

    I have a vivid memory of sitting across from the CEO of a company with 18,000+ employees after I had asked him how much he was spending per year on…

    Downloads: 12

  • Solution Set #3 – Wellness Program Results Hierarchy

    Ever find yourself wondering what results people actually expect from an employee wellness program?  Over the years I have had lots of conversations trying to nail this issue down with…

    Downloads: 22

  • Strategies for Optimizing Results Tool L2-11

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

    Downloads: 24

  • Summary of Injury Prevention Skills Tool L4-4

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

    Downloads: 2

  • Summary of the Benefits of Wellness Tool L1-3

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

    Downloads: 9

  • 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: 2

  • Updated HERO Data Tool L4-9

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

    Downloads: 10

  • 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: 3

  • 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. …

    Downloads: 30

  • Wellness Challenge Case Study

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

    Downloads: 12

  • Wellness Metrics Tool L2-9

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

    Downloads: 29

  • 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: 5

  • Where Your Health Care Dollar Goes – An Infographic

    What is this about? This edition of Connections newsletter provides an informative 5-page infographic plus explanatory text describing the typical distribution patterns of commercial health insurance expenditures for 2018 to 2020. …

    Downloads: 13

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: 7

  • AMSO Worksheet Tool L2-1

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

    Downloads: 46

  • AMSO Worksheet Tool L3-2

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

    Downloads: 56

  • Annual Program Evaluation Survey Tool L1-11

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

    Downloads: 79

  • Assessing Organizational Readiness for Wellness Tool L2-12

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

    Downloads: 38

  • Budget Example Tool L4-15

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

    Downloads: 38

  • Cancer Statistics 2018

    Cancer is the second most prevalent cause of death in the U.S. and is vying for number one.  It is also a major source of morbidity for a large portion…

    Downloads: 6

  • Concept Paper Tool L3-1

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

    Downloads: 15

  • Concept Paper Tool L4-1

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

    Downloads: 13

  • Consumer Health Education Tool L3-7

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

    Downloads: 25

  • Creating a Culture of Wellness Tool L4-8

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

    Downloads: 68

  • Data Collection Tool L4-2

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

    Downloads: 30

  • Declining Health-Related Quality of Life in the U.S.

    Why is this important? This 9-page article provides concrete proof that the U.S. working population is reporting lower quality of life satisfaction due primarily to health-related factors. Another way of thinking…

    Downloads: 16

  • Diagnostic Codes Tool L4-5

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

    Downloads: 9

  • Diseases, Injuries and Risk Factors by State: 1990 – 2016

    Why is this important? This 29-page article includes a great deal of state-specific information about the health status, health risks, life expectancy, premature mortality, and disability burden for a very large…

    Downloads: 15

  • Futuristic Look at Wellness Tool L4-13

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

    Downloads: 22

  • Generational Differences Tool L4-14

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

    Downloads: 11

  • Glossary of Health Insurance Terms Tool L4-6

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

    Downloads: 15

  • Graphics on Status of COVID-19 Pandemic

    What is this about? This edition of Connections provides a PDF file full of graphics that can be mined for images for use in briefings about the current status of the…

    Downloads: 16

  • 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: 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: 16

  • 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

  • Health, United States, 2017 with Special Feature on Mortality

    What is this about? Author:  Larry Chapman.  This annual government report of the National Center for Health Statistics (NCHS) provides the most recent and complete summary information on the major health…

    Downloads: 9

  • Healthy Life Years Gained from a Healthy Lifestyle

    What is this about? The document in this edition of Connections is a recent article from the British Medical Journal that uses 2 major American long-term epidemiological studies (The Nurses’ Health…

    Downloads: 4

  • Hierarchy of Results Tool L4-11

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

    Downloads: 12

  • How much alcohol is “safe” to consume?

    Why is this important? This 11-page article presents a landmark analysis of the health risks associated with alcohol consumption. This global scientific effort applies meta-analysis statistical techniques to derive greater scientific…

    Downloads: 9

  • How to Calculate ROI Tool L2-10

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

    Downloads: 55

  • HRA Interventions Tool L3-11

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

    Downloads: 13

  • Ideal Health Plan Design Tool L4-7

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

    Downloads: 28

  • Ideal Health Plan Tool L3-10

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

    Downloads: 11

  • IDM Case Study Tool L4-3

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

    Downloads: 5

  • Incentive Pay Values with Survey Tool L4-16

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

    Downloads: 19

  • Injury Prevention Skills Tool L3-8

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

    Downloads: 4

  • Listing of Biometric Measures Tool L2-7

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

    Downloads: 1

  • Listing of Helpful Websites on Wellness

    What is this about? A major challenge for worksite wellness program managers is finding the many useful free websites on the Internet that can help with some aspect of the design…

    Downloads: 41

  • Master FAQ List Tool L2-2

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

    Downloads: 16

  • Medical 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: 2

  • Medical Self-Care Skills Tool L3-6

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

    Downloads: 6

  • Modifiable Health Risk Factors for Young Workers

    This edition of Connections provides a focus on the modifiable health risk factors of young employees.  We know a lot about the health risk factors and needs of the older…

    Downloads: 14

  • Modular Program Evaluation Tool L3-13

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

    Downloads: 11

  • New National Guidelines for Physical Activity

    Why is this important? The combined authoritative weight of the federal Department of Health and Human Services (DHHS) and the American Medical Association (AMA) signifies the importance of this national effort. …

    Downloads: 16

  • New Standard for Diagnosis of Hypertension

    On November 13, 2017,  the American College of Cardiology (ACC) and the American Heart Association (AHA) released a new report that recommends changing the clinical parameters for the diagnosis of…

    Downloads: 12

  • 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: 30

  • Obesity in the Workplace: Impacts, Outcomes and Recommendations

    The American College of Occupational and Environmental Medicine (ACOEM) is the authoritative group that provides guidance to health professionals that serve and care for employee populations in work organizations.  This…

    Downloads: 18

  • Organizational Infrastructure for a Wellness Program Tool L1-5

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

    Downloads: 2

  • Participation Strategies Tool L2-4

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

    Downloads: 24

  • 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: 9

  • Possible Metrics Tool L4-12

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

    Downloads: 12

  • Program Descriptions of Effective Wellness Programs Tool L1-12

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

    Downloads: 29

  • Program Design Worksheet Tool L1-13

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

    Downloads: 46

  • Results Hierarchy Tool L3-5

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

    Downloads: 13

  • Sample Wellness Proposal Tool L4-10

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

    Downloads: 47

  • Short Primer on Wellness Program Evaluation

    This 30 page document provides a quick and efficient look at key issues in program evaluation of worksite wellness and health promotion programs.  It includes discussion of a number of…

    Downloads: 26

  • 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: 4

  • Strategies for Optimizing Results Tool L2-11

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

    Downloads: 24

  • Summary of Injury Prevention Skills Tool L4-4

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

    Downloads: 2

  • The CDC Worksite Health ScoreCard

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

    Downloads: 22

  • Tips for Using Self Service Technology Tool L2-6

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

    Downloads: 6

  • 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: 2

  • Updated HERO Data Tool L4-9

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

    Downloads: 10

  • Wellness Metrics Tool L2-9

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

    Downloads: 29

  • Wellness Programming and Preventive Service Use

    Introduction: There is little research at the national level on access to employee wellness programs and the use of preventive care services. This study examined the use of seven preventive…

    Downloads: 11

  • 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: 5

  • 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: 28

Incentives

  • Annual Program Evaluation Survey Tool L1-11

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

    Downloads: 79

  • Assessing Organizational Readiness for Wellness Tool L2-12

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

    Downloads: 38

  • Budget Example Tool L4-15

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

    Downloads: 38

  • Concept Paper Tool L3-1

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

    Downloads: 15

  • Creating a Culture of Wellness Tool L4-8

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

    Downloads: 68

  • Eliminating Compliance Problems with Wellness Incentives

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

    Downloads: 17

  • Enhancing Intrinsic Motivation in Health Promotion and Wellness

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

    Downloads: 18

  • Final Rules from EEOC on Wellness Incentives

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

    Downloads: 16

  • Group Activity Planning Worksheet Tool L1-9

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

    Downloads: 23

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

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

    Downloads: 37

  • Health Insurance Chartbook 2016

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

    Downloads: 15

  • Hierarchy of Results Tool L4-11

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

    Downloads: 12

  • How to Calculate ROI Tool L2-10

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

    Downloads: 55

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

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

    Downloads: 14

  • Ideal Health Plan Design Tool L4-7

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

    Downloads: 28

  • Ideal Health Plan Tool L3-10

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

    Downloads: 11

  • Ideal Incentive Program Tool L3-3

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

    Downloads: 34

  • Ideal Wellness Incentive Tool L2-5

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

    Downloads: 29

  • IDM Case Study Tool L4-3

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

    Downloads: 5

  • Improving the Design of Wellness Incentives

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

    Downloads: 45

  • Incentive Pay Values Tool L3-12

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

    Downloads: 25

  • Incentive Pay Values with Survey Tool L4-16

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

    Downloads: 19

  • Millennial health and wellness perceptions

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

    Downloads: 16

  • Participation Strategies Tool L2-4

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

    Downloads: 24

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

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

    Downloads: 16

  • Possible Metrics Tool L4-12

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

    Downloads: 12

  • Program Descriptions of Effective Wellness Programs Tool L1-12

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

    Downloads: 29

  • Program Planning Checklist Tool L1-10

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

    Downloads: 22

  • Sample Wellness Program Budget Tool L2-8

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

    Downloads: 35

  • Strategies for Optimizing Results Tool L2-11

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

    Downloads: 24

  • Study on Key Success Factors for Employee Wellness Program

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

    Downloads: 15

  • Technology Infrastructure for Wellness Programs Tool L1-6

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

    Downloads: 17

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

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

    Downloads: 11

  • WebMD – 2015 Wellness Incentives Workbook

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

    Downloads: 33

  • Wellness Challenge Case Study

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

    Downloads: 12

  • Wellness Interest Survey Tool L1-2

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

    Downloads: 36

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: 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: 7

  • 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: 20

  • 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: 1

  • AMSO Worksheet Tool L2-1

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

    Downloads: 46

  • Annual Program Evaluation Survey Tool L1-11

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

    Downloads: 79

  • 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: 4

  • Cancer Statistics 2018

    Cancer is the second most prevalent cause of death in the U.S. and is vying for number one.  It is also a major source of morbidity for a large portion…

    Downloads: 6

  • 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

  • CDC’s Definitive Recommendations on Immunizations and Vaccines

    What is this about? This edition of Connections newsletter provides the just-released, definitive guidance on all recommended immunizations over the human lifespan for the U.S. population. The recommendations are in two…

    Downloads: 5

  • Clinical Treatment Guidelines for COVID-19

    What is this about? The 4-month-old COVID-19 Pandemic has directly affected virtually everyone in the world. The absence of science-based, consensus-mediated, clinical guidelines for its treatment has been a sore point…

    Downloads: 17

  • 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: 13

  • Consumer Health Education Tool L3-7

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

    Downloads: 25

  • Data Collection Tool L4-2

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

    Downloads: 30

  • Declining Health-Related Quality of Life in the U.S.

    Why is this important? This 9-page article provides concrete proof that the U.S. working population is reporting lower quality of life satisfaction due primarily to health-related factors. Another way of thinking…

    Downloads: 16

  • 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: 9

  • Diseases, Injuries and Risk Factors by State: 1990 – 2016

    Why is this important? This 29-page article includes a great deal of state-specific information about the health status, health risks, life expectancy, premature mortality, and disability burden for a very large…

    Downloads: 15

  • Everything You Ever Wanted to Know About the USPSTF

    This compendium of 9 peer review articles published in this month’s edition of the American Journal of Preventive Medicine (January, 2018) provides an in-depth look at the USPSTF. The 9…

    Downloads: 10

  • Evidence-Based Recommendations on Reducing Obesity

    What is this about? This edition of Connections newsletter provides an easy-to-read set of evidence-based interventions for reduction of obesity and overweight status among working adults.  It is a set of…

    Downloads: 3

  • Futuristic Look at Wellness Tool L4-13

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

    Downloads: 22

  • 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: 3

  • 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: 27

  • Glossary of Wellness Terms Tool L1-1

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

    Downloads: 12

  • Hierarchy of Results Tool L4-11

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

    Downloads: 12

  • How much alcohol is “safe” to consume?

    Why is this important? This 11-page article presents a landmark analysis of the health risks associated with alcohol consumption. This global scientific effort applies meta-analysis statistical techniques to derive greater scientific…

    Downloads: 9

  • How to Calculate ROI Tool L2-10

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

    Downloads: 55

  • HRA Interventions Tool L3-11

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

    Downloads: 13

  • Ideal Health Plan Design Tool L4-7

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

    Downloads: 28

  • Injury Prevention Skills Tool L3-8

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

    Downloads: 4

  • Listing of Biometric Measures Tool L2-7

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

    Downloads: 1

  • Medical Self-Care Skills Tool L3-6

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

    Downloads: 6

  • 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: 2

  • Modifiable Health Risk Factors for Young Workers

    This edition of Connections provides a focus on the modifiable health risk factors of young employees.  We know a lot about the health risk factors and needs of the older…

    Downloads: 14

  • Modular Program Evaluation Tool L3-13

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

    Downloads: 11

  • 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: 3

  • New National Guidelines for Physical Activity

    Why is this important? The combined authoritative weight of the federal Department of Health and Human Services (DHHS) and the American Medical Association (AMA) signifies the importance of this national effort. …

    Downloads: 16

  • 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: 1

  • New Standard for Diagnosis of Hypertension

    On November 13, 2017,  the American College of Cardiology (ACC) and the American Heart Association (AHA) released a new report that recommends changing the clinical parameters for the diagnosis of…

    Downloads: 12

  • 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: 30

  • 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: 9

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

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

    Downloads: 16

  • Possible Metrics Tool L4-12

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

    Downloads: 12

  • Prevalence and Trends in Lifetime Obesity

    Introduction: Estimates of obesity prevalence based on current BMI are an important, but incomplete indicator of the total effects of obesity on a population. Methods: In this study, data on…

    Downloads: 7

  • 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: 29

  • 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: 11

  • Strategies for Optimizing Results Tool L2-11

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

    Downloads: 24

  • Summary of Injury Prevention Skills Tool L4-4

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

    Downloads: 2

  • Technology Infrastructure for Wellness Programs Tool L1-6

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

    Downloads: 17

  • 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: 2

  • 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: 10

  • Wellness Metrics Tool L2-9

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

    Downloads: 29

  • Wellness Programming and Preventive Service Use

    Introduction: There is little research at the national level on access to employee wellness programs and the use of preventive care services. This study examined the use of seven preventive…

    Downloads: 11

  • 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: 5

  • 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: 28

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: 32

  • A Lifetime of Resilience: Cigna 2020 U.S. Report

    What is this about? This edition of Connections provides a recently released, very useful, 80-page report on the level of resilience among U.S children and youth, their parents and the U.S.…

    Downloads: 12

  • 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: 20

  • AMSO Worksheet Tool L3-2

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

    Downloads: 56

  • Annual Program Evaluation Survey Tool L1-11

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

    Downloads: 79

  • 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: 9

  • Assessing Organizational Readiness for Wellness Tool L2-12

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

    Downloads: 38

  • Assuring Long Term Behavior Change – Crossing the “Chasm”

    What is this about? First, the good news… employer wellness programs have been proven to help people change their short-term wellness behaviors.  Now, the bad news… those same wellness programs have…

    Downloads: 22

  • Budget Example Tool L4-15

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

    Downloads: 38

  • Cancer Statistics 2018

    Cancer is the second most prevalent cause of death in the U.S. and is vying for number one.  It is also a major source of morbidity for a large portion…

    Downloads: 6

  • 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: 7

  • CDC’s Built-Environment Package

    Why is this important? This 12 page infographic-oriented package includes a visual guide, implementation guide and real-world examples of how the environment around our worksites can be modified to support wellness…

    Downloads: 19

  • CDC’s Definitive Recommendations on Immunizations and Vaccines

    What is this about? This edition of Connections newsletter provides the just-released, definitive guidance on all recommended immunizations over the human lifespan for the U.S. population. The recommendations are in two…

    Downloads: 5

  • Concept Paper Tool L3-1

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

    Downloads: 15

  • Concept Paper Tool L4-1

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

    Downloads: 13

  • Consumer Health Education Tool L3-7

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

    Downloads: 25

  • Coronavirus Resource Kit

    What is this about? In this time of unprecedented global quarantine, everyone is rapidly becoming an expert on Coronavirus and this COVID-19 pandemic. New insights on the virus fill our media…

    Downloads: 65

  • Corporate Wellness Services in the U.S.

    Why is this important? This 34 page report provides a concise summary of the size and major characteristics of the corporate wellness services industry in the U.S.    It is important because…

    Downloads: 51

  • Creating a Culture of Wellness Tool L4-8

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

    Downloads: 68

  • Data Collection Tool L4-2

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

    Downloads: 30

  • Diseases, Injuries and Risk Factors by State: 1990 – 2016

    Why is this important? This 29-page article includes a great deal of state-specific information about the health status, health risks, life expectancy, premature mortality, and disability burden for a very large…

    Downloads: 15

  • Eliminating Compliance Problems with Wellness Incentives

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

    Downloads: 17

  • Employee Engagement in the American Workplace

    This very useful report on employee engagement in the American workplace was released in 2017. Gallup developed "State of the American Workplace" using data collected from more than 195,600 U.S.…

    Downloads: 20

  • Employee Wellness Industry Trends for 2020

    What is this about? This just-released 53-page summary report based on a national sample of 92 health insurance brokerage professionals surveyed in 2019 focuses on their perceptions about important trends affecting…

    Downloads: 34

  • Employer and Employee Opinions About Workplace Health Promotion (Wellness) Programs

    This recent peer review article highlights the results of two major national surveys of employer and employee attitudes and opinions about wellness. The JOEM abstract is as follows: "Objective: The aim…

    Downloads: 13

  • Employer Survey on 2021 Wellness Programming Trends

    What is this about? This edition of Connections newsletter provides a PDF file of a 24-page report of a survey of U.S. employers about their current and future plans for health…

    Downloads: 28

  • Evaluation of a Digital Behavioral Counseling Program for Reducing Risk Factors for Chronic Disease in a Workforce

    This open source article summarizes the evaluation of a trial of a digital coaching program in reducing key health risks in improving the incidence of major chronic diseases in working…

    Downloads: 16

  • Everything You Ever Wanted to Know About the USPSTF

    This compendium of 9 peer review articles published in this month’s edition of the American Journal of Preventive Medicine (January, 2018) provides an in-depth look at the USPSTF. The 9…

    Downloads: 10

  • Fighting Obesity Requires Collective Solutions

    Why is this important? This 16 page report, titled “The Failure of Obesity Efforts and the Collective Nature of Solutions,” surveyed more than 700 clinicians and experts nationwide and then summarizes…

    Downloads: 11

  • Generational Differences Tool L4-14

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

    Downloads: 11

  • 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: 3

  • Getting Management to be Serious About Wellness

    What is this about? Unfortunately, most employee wellness programs in the U.S. are both under-funded and relatively ineffective.  They also tend to be more tactical in nature with limited strategic or…

    Downloads: 14

  • 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: 3

  • Global Wellness Trends in 2020

    What is this about? Even with the dominating reality of the Coronavirus epidemic in all of our lives right now, this just-released 50-page trend report highlights a global view of the…

    Downloads: 43

  • Glossary of Health Insurance Terms Tool L4-6

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

    Downloads: 15

  • Glossary of Wellness Terms Tool L1-1

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

    Downloads: 12

  • Group Activity Planning Worksheet Tool L1-9

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

    Downloads: 23

  • Health Promotion in the Workplace – 5th Edition Michael P. O’Donnell, Editor

    This comprehensive resource for anyone desiring to plan, design, implement or evaluate a Worksite Wellness program has been made available for free by it's Editor Michael O'Donnell.  This 721 page…

    Downloads: 31

  • Hierarchy of Results Tool L4-11

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

    Downloads: 12

  • HIPAA in the 21st Century

    Why is this important? This 2-page editorial from JAMA is an insightful look at the changing landscape of health data protection. In an era of social media, personal tweets and growing…

    Downloads: 6

  • How much alcohol is “safe” to consume?

    Why is this important? This 11-page article presents a landmark analysis of the health risks associated with alcohol consumption. This global scientific effort applies meta-analysis statistical techniques to derive greater scientific…

    Downloads: 9

  • How to Calculate ROI Tool L2-10

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

    Downloads: 55

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

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

    Downloads: 14

  • HRA Interventions Tool L3-11

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

    Downloads: 13

  • Ideal Health Plan Design Tool L4-7

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

    Downloads: 28

  • Ideal Incentive Program Tool L3-3

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

    Downloads: 34

  • Ideal Wellness Incentive Tool L2-5

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

    Downloads: 29

  • IDM Case Study Tool L4-3

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

    Downloads: 5

  • Improving the Design of Wellness Incentives

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

    Downloads: 45

  • Incentive Answer Sheet

    This document is the Answer Sheet for Tool 2-7 - Self-Test on Wellness Incentive Design.

    Downloads: 4

  • Incentive Pay Values Tool L3-12

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

    Downloads: 25

  • Incentive Pay Values with Survey Tool L4-16

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

    Downloads: 19

  • Infographic on Mental Health Issues from COVID-19

    What is this about? This edition of Connections provides a very useful summary infographic on the effects of COVID-19 on the mental health of American workers.  It comes from a think…

    Downloads: 37

  • List of Integration Points for Wellness Programs

    What is this about? Most of us know that better-integrated wellness programs achieve more results, both the lower and higher-order results from our Results Hierarchy Solution Set (S3). The challenge all…

    Downloads: 13

  • 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

  • Listing of Helpful Websites on Wellness

    What is this about? A major challenge for worksite wellness program managers is finding the many useful free websites on the Internet that can help with some aspect of the design…

    Downloads: 41

  • LMS Primer Tool L3-4

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

    Downloads: 3

  • 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: 36

  • Master FAQ List Tool L2-2

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

    Downloads: 16

  • Millennial health and wellness perceptions

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

    Downloads: 16

  • Modular Program Evaluation Tool L3-13

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

    Downloads: 11

  • National Survey on Worksite Wellness

    What is this about? A major challenge for all employers is understanding how other employers are approaching employee wellness.  National data on employer wellness efforts have been spotty at best.  This…

    Downloads: 13

  • New Guidelines for Prevention of Cardiovascular Disease

    What is this about? The American College of Cardiology (ACC) and the American Heart Association (AHA) have issued a new set of guidelines for the primary prevention of Cardiovascular Disease (CVD). …

    Downloads: 21

  • New National Guidelines for Physical Activity

    Why is this important? The combined authoritative weight of the federal Department of Health and Human Services (DHHS) and the American Medical Association (AMA) signifies the importance of this national effort. …

    Downloads: 16

  • New Standard for Diagnosis of Hypertension

    On November 13, 2017,  the American College of Cardiology (ACC) and the American Heart Association (AHA) released a new report that recommends changing the clinical parameters for the diagnosis of…

    Downloads: 12

  • Obesity in the Workplace: Impacts, Outcomes and Recommendations

    The American College of Occupational and Environmental Medicine (ACOEM) is the authoritative group that provides guidance to health professionals that serve and care for employee populations in work organizations.  This…

    Downloads: 18

  • Organizational Best Practices for Employee Mental Health

    What is this about? This edition of Connections newsletter provides a important recent JOEM article that suggests a practical approach for examining an employer’s capability and efforts to provide mental health…

    Downloads: 17

  • Organizational Infrastructure for a Wellness Program Tool L1-5

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

    Downloads: 2

  • Participation Strategies Tool L2-4

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

    Downloads: 24

  • Personally Navigating the Coronavirus Pandemic

    What is this about? I know we are all pretty sick of the word “Coronavirus”, but this edition’s document was too good to pass up.  The Wall Street Journal did an…

    Downloads: 30

  • Physician Wisdom on Wellness

    Why is this important? This short, 4 page interview is important because it includes some great wisdom from the physician’s perspective about how to help patients (aka “employees”) get on the…

    Downloads: 21

  • Planning Wellness: Getting Off to a Good Start

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

    Downloads: 40

  • 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: 4

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

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

    Downloads: 16

  • Possible Metrics Tool L4-12

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

    Downloads: 12

  • Program Descriptions of Effective Wellness Programs Tool L1-12

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

    Downloads: 29

  • Program Design Worksheet Tool L1-13

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

    Downloads: 46

  • Program Planning Checklist Tool L1-10

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

    Downloads: 22

  • 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: 3

  • Proposal for Wellness Program Redesign

    What is this about? Unfortunately, most employee wellness programs in the U.S. need to be redesigned for greater effectiveness, but few wellness coordinators know how to make a simple redesign proposal…

    Downloads: 33

  • Recommendations for Low-Cost Wellness Resources

    What is this about? Budget is usually a major challenge for most employee wellness programs.  Since employee wellness and well-being programs are completely discretionary or “optional” in terms of management decision-making…

    Downloads: 19

  • 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: 11

  • Reducing Unnecessary Primary Care Use: Less is Really More

    What is this about? This edition of Connections provides a recently published article that gives us a practical and systematic methodology and set of recommendations to reduce low value or “unnecessary”…

    Downloads: 16

  • 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: 12

  • Results Hierarchy Tool L3-5

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

    Downloads: 13

  • Sample Launch Letter Tool L1-7

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

    Downloads: 24

  • Sample Wellness Program Budget Tool L2-8

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

    Downloads: 35

  • Sample Wellness Proposal Tool L4-10

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

    Downloads: 47

  • Short Primer on Wellness Program Evaluation

    This 30 page document provides a quick and efficient look at key issues in program evaluation of worksite wellness and health promotion programs.  It includes discussion of a number of…

    Downloads: 26

  • Solution set #1 – Quick Management Survey

    Why is this important? This 1 page quick management survey is designed to be given to all senior managers to help you derive a clear consensus on what your executive decision-makers…

    Downloads: 5

  • Solution Set #2 – Worker Health Cost Worksheet

    I have a vivid memory of sitting across from the CEO of a company with 18,000+ employees after I had asked him how much he was spending per year on…

    Downloads: 12

  • Solution Set #3 – Wellness Program Results Hierarchy

    Ever find yourself wondering what results people actually expect from an employee wellness program?  Over the years I have had lots of conversations trying to nail this issue down with…

    Downloads: 22

  • Solution Set #4 – Draft Program Evaluation Plan

    What is this about? Author:  Larry Chapman. One of the toughest challenges wellness professionals face is planning an evaluation of their wellness program. It’s a hard thing to do because evaluation…

    Downloads: 27

  • Solution Set #5 – Strategies for Boosting Participation

    What is this about? The vast majority of U.S. employer wellness programs suffer from the major challenge of relatively low levels of employee participation.  Typically, below 60% of eligible employees and/or…

    Downloads: 13

  • Solution Set S1 Quick Senior Management Survey on Wellness

    Solution Set for Level 1 CWPC course. Why is this important? This 1-page quick management survey is designed to be given to all senior managers to help you derive a clear consensus…

    Downloads: 18

  • Solution Set S2 Worker Health Cost Worksheet

    Solution Set for Level 1 CWPC Course.

    Downloads: 0

  • Solution Set S3 Results Hierarchy for Your Employee Wellness Program

    Solution Set for Level 1 CWPC Course.

    Downloads: 0

  • Solution Set S4 Draft Program Evaluation Plan

    Solution Set for Level 1 CWPC Course.

    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: 4

  • Strategies for Optimizing Results Tool L2-11

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

    Downloads: 24

  • Study on Key Success Factors for Employee Wellness Program

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

    Downloads: 15

  • Summary of the Benefits of Wellness Tool L1-3

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

    Downloads: 9

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

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

    Downloads: 21

  • Technology Infrastructure for Wellness Programs Tool L1-6

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

    Downloads: 17

  • Text Messaging in Wellness

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

    Downloads: 7

  • The CDC Worksite Health ScoreCard

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

    Downloads: 22

  • 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: 6

  • Updated HERO Data Tool L4-9

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

    Downloads: 10

  • 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: 3

  • WebMD – 2015 Wellness Incentives Workbook

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

    Downloads: 33

  • 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: 3

  • Wellness 2030: A Look at the Future of Wellness

    Why is this important? This Report, from a group that has a history of several serious efforts at examining more of a global and futuristic view of wellness, provides an organizing…

    Downloads: 24

  • 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. …

    Downloads: 30

  • Wellness Challenge Case Study

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

    Downloads: 12

  • Wellness 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: 4

  • Wellness in an Age of Smartphones

    Why is this important? This 32 page report from the Global Wellness Institute and staff at the Mayo Clinic exposes the cautionary tale associated with the mis-use or inappropriate use of…

    Downloads: 7

  • Wellness Interest Survey Tool L1-2

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

    Downloads: 36

  • Wellness Metrics Tool L2-9

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

    Downloads: 29

  • Wellness Programming after COVID-19

    What is this about? The document in this edition of Connections is the latest Solution Set and addresses options and alternatives for how wellness professionals might modify their programs after COVID-19. …

    Downloads: 13

  • Wellness Programming and Preventive Service Use

    Introduction: There is little research at the national level on access to employee wellness programs and the use of preventive care services. This study examined the use of seven preventive…

    Downloads: 11

  • Wellness Programming Tips Before, During and After the Next Pandemic

    What is this about? This edition of Connections newsletter provides an 8-page document with recommendations for how employee wellness programs can better protect their employees and family members from a future…

    Downloads: 22

  • 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: 28

  • 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: 16

  • 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: 4

  • 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: 11

  • 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: 27

  • Workplace Wellness Programs Produce Health Improvements – The “Proof”

    What is this about? This edition of Connections newsletter provides a recent major peer review article that is a systematic review and meta-analysis of the effectiveness of multi-component workplace wellness programs…

    Downloads: 17

  • Workplace Wellness Programs Produce Health Improvements: The Scientific Evidence

    What is this about? This edition of Connections newsletter provides a recent major peer review article that is a systematic review and meta-analysis of the effectiveness of multi-component workplace wellness programs…

    Downloads: 0

  • 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: 6

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: 7

  • 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: 8

  • 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: 1

  • 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: 9

  • Assessing Organizational Readiness for Wellness Tool L2-12

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

    Downloads: 38

  • 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: 8

  • 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

  • CDC’s Built-Environment Package

    Why is this important? This 12 page infographic-oriented package includes a visual guide, implementation guide and real-world examples of how the environment around our worksites can be modified to support wellness…

    Downloads: 19

  • Changes to Connections Newsletter and CPSTF Recommendations for Workplace

     Change is Coming!   Hello WellCert Graduates! It’s been a very interesting 3 years for all of us!  The COVID pandemic clearly created many new challenges for all of us.  In looking back…

    Downloads: 8

  • Clinical Treatment Guidelines for COVID-19

    What is this about? The 4-month-old COVID-19 Pandemic has directly affected virtually everyone in the world. The absence of science-based, consensus-mediated, clinical guidelines for its treatment has been a sore point…

    Downloads: 17

  • Creating a Culture of Wellness Tool L4-8

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

    Downloads: 68

  • Declining Health-Related Quality of Life in the U.S.

    Why is this important? This 9-page article provides concrete proof that the U.S. working population is reporting lower quality of life satisfaction due primarily to health-related factors. Another way of thinking…

    Downloads: 16

  • Diseases, Injuries and Risk Factors by State: 1990 – 2016

    Why is this important? This 29-page article includes a great deal of state-specific information about the health status, health risks, life expectancy, premature mortality, and disability burden for a very large…

    Downloads: 15

  • Employee Engagement in the American Workplace

    This very useful report on employee engagement in the American workplace was released in 2017. Gallup developed "State of the American Workplace" using data collected from more than 195,600 U.S.…

    Downloads: 20

  • Employer and Employee Opinions About Workplace Health Promotion (Wellness) Programs

    This recent peer review article highlights the results of two major national surveys of employer and employee attitudes and opinions about wellness. The JOEM abstract is as follows: "Objective: The aim…

    Downloads: 13

  • Everything You Ever Wanted to Know About the USPSTF

    This compendium of 9 peer review articles published in this month’s edition of the American Journal of Preventive Medicine (January, 2018) provides an in-depth look at the USPSTF. The 9…

    Downloads: 10

  • Fighting Obesity Requires Collective Solutions

    Why is this important? This 16 page report, titled “The Failure of Obesity Efforts and the Collective Nature of Solutions,” surveyed more than 700 clinicians and experts nationwide and then summarizes…

    Downloads: 11

  • 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: 1

  • 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: 5

  • Final Rules from EEOC on Wellness Incentives

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

    Downloads: 16

  • 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: 3

  • Glossary of Wellness Terms Tool L1-1

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

    Downloads: 12

  • Group Activity Planning Worksheet Tool L1-9

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

    Downloads: 23

  • Health Care Spending Rises with More Coverage and Care

    This document contains a very useful compendium of U.S. health care cost data up through 2015.  Based on national health care expenditure accounting sources, it provides a very useful set…

    Downloads: 12

  • Health Insurance Chartbook 2016

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

    Downloads: 15

  • HIPAA in the 21st Century

    Why is this important? This 2-page editorial from JAMA is an insightful look at the changing landscape of health data protection. In an era of social media, personal tweets and growing…

    Downloads: 6

  • 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: 1

  • How much alcohol is “safe” to consume?

    Why is this important? This 11-page article presents a landmark analysis of the health risks associated with alcohol consumption. This global scientific effort applies meta-analysis statistical techniques to derive greater scientific…

    Downloads: 9

  • 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: 2

  • New Guidelines for Prevention of Cardiovascular Disease

    What is this about? The American College of Cardiology (ACC) and the American Heart Association (AHA) have issued a new set of guidelines for the primary prevention of Cardiovascular Disease (CVD). …

    Downloads: 21

  • New National Guidelines for Physical Activity

    Why is this important? The combined authoritative weight of the federal Department of Health and Human Services (DHHS) and the American Medical Association (AMA) signifies the importance of this national effort. …

    Downloads: 16

  • New Standard for Diagnosis of Hypertension

    On November 13, 2017,  the American College of Cardiology (ACC) and the American Heart Association (AHA) released a new report that recommends changing the clinical parameters for the diagnosis of…

    Downloads: 12

  • Participation Strategies Tool L2-4

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

    Downloads: 24

  • 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: 9

  • 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: 2

  • 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: 3

  • Proposed relaxing of HIPAA Privacy Rules

    What is this about? This edition of Connections provides an advanced copy of the proposed changes to the current rules implementing the privacy and confidentiality provisions of the Health Insurance Portability…

    Downloads: 15

  • 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: 12

  • Sample Wellness Program Budget Tool L2-8

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

    Downloads: 35

  • Strategies for Optimizing Results Tool L2-11

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

    Downloads: 24

  • Study on Key Success Factors for Employee Wellness Program

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

    Downloads: 15

  • 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

  • USPSTF Recommendations for Counselling for Diet and Exercise

    What is this about? This edition of Connections newsletter provides an 8-page article published recently in JAMA from the USPSTF with recommendations for behavioral counselling interventions to promote a healthy diet…

    Downloads: 5

  • 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: 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: 28

  • 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: 16

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: 4

  • 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: 19

  • 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: 7

  • Glossary of Health Insurance Terms Tool L4-6

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

    Downloads: 15

  • 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: 19

  • 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: 32

  • 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: 36

  • 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: 36

  • 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: 24

  • 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: 50

  • 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: 4

  • 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: 11

  • 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: 27

  • 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: 6

Tools

  • Advanced Directives Tool L3-9

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

    Downloads: 7

  • All Tools for Level 1

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

    Downloads: 12

  • All Tools for Level 2

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

    Downloads: 7

  • All Tools for Level 3

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

    Downloads: 7

  • AMSO Worksheet Tool L2-1

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

    Downloads: 46

  • AMSO Worksheet Tool L3-2

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

    Downloads: 56

  • Annual Program Evaluation Survey Tool L1-11

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

    Downloads: 79

  • Assessing Organizational Readiness for Wellness Tool L2-12

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

    Downloads: 38

  • Budget Example Tool L4-15

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

    Downloads: 38

  • Concept Paper Tool L3-1

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

    Downloads: 15

  • Concept Paper Tool L4-1

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

    Downloads: 13

  • Consumer Health Education Tool L3-7

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

    Downloads: 25

  • Creating a Culture of Wellness Tool L4-8

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

    Downloads: 68

  • Data Collection Tool L4-2

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

    Downloads: 30

  • Diagnostic Codes Tool L4-5

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

    Downloads: 9

  • Futuristic Look at Wellness Tool L4-13

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

    Downloads: 22

  • Generational Differences Tool L4-14

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

    Downloads: 11

  • Glossary of Health Insurance Terms Tool L4-6

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

    Downloads: 15

  • Glossary of Wellness Terms Tool L1-1

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

    Downloads: 12

  • Group Activity Planning Worksheet Tool L1-9

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

    Downloads: 23

  • Health Monitor HRA Tool L1-14

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

    Downloads: 16

  • Hierarchy of Results Tool L4-11

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

    Downloads: 12

  • How to Calculate ROI Tool L2-10

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

    Downloads: 55

  • HRA Interventions Tool L3-11

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

    Downloads: 13

  • Ideal Health Plan Design Tool L4-7

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

    Downloads: 28

  • Ideal Health Plan Tool L3-10

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

    Downloads: 11

  • Ideal Incentive Program Tool L3-3

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

    Downloads: 34

  • Ideal Wellness Incentive Tool L2-5

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

    Downloads: 29

  • IDM Case Study Tool L4-3

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

    Downloads: 5

  • Incentive Pay Values Tool L3-12

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

    Downloads: 25

  • Incentive Pay Values with Survey Tool L4-16

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

    Downloads: 19

  • Injury Prevention Skills Tool L3-8

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

    Downloads: 4

  • Listing of Biometric Measures Tool L2-7

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

    Downloads: 1

  • LMS Primer Tool L3-4

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

    Downloads: 3

  • Master FAQ List Tool L2-2

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

    Downloads: 16

  • Medical Self-Care Skills Tool L3-6

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

    Downloads: 6

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

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

    Downloads: 4

  • Modular Program Evaluation Tool L3-13

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

    Downloads: 11

  • Organizational Infrastructure for a Wellness Program Tool L1-5

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

    Downloads: 2

  • Participation Strategies Tool L2-4

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

    Downloads: 24

  • Planning Wellness: Getting Off to a Good Start

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

    Downloads: 40

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

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

    Downloads: 16

  • Possible Metrics Tool L4-12

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

    Downloads: 12

  • Program Descriptions of Effective Wellness Programs Tool L1-12

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

    Downloads: 29

  • Program Design Worksheet Tool L1-13

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

    Downloads: 46

  • Program Planning Checklist Tool L1-10

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

    Downloads: 22

  • Results Hierarchy Tool L3-5

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

    Downloads: 13

  • Sample Launch Letter Tool L1-7

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

    Downloads: 24

  • Sample Wellness Program Budget Tool L2-8

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

    Downloads: 35

  • Sample Wellness Proposal Tool L4-10

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

    Downloads: 47

  • Strategies for Optimizing Results Tool L2-11

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

    Downloads: 24

  • Summary of Injury Prevention Skills Tool L4-4

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

    Downloads: 2

  • Summary of the Benefits of Wellness Tool L1-3

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

    Downloads: 9

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

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

    Downloads: 21

  • Technology Infrastructure for Wellness Programs Tool L1-6

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

    Downloads: 17

  • Text Messaging in Wellness

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

    Downloads: 7

  • The CDC Worksite Health ScoreCard

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

    Downloads: 22

  • Tips for Using Self Service Technology Tool L2-6

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

    Downloads: 6

  • Updated HERO Data Tool L4-9

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

    Downloads: 10

  • Vendor Report Card Tool L2-3

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

    Downloads: 12

  • Wellness Interest Survey Tool L1-2

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

    Downloads: 36

  • Wellness Metrics Tool L2-9

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

    Downloads: 29

Wellness Careers

  • Corporate Wellness Services in the U.S.

    Why is this important? This 34 page report provides a concise summary of the size and major characteristics of the corporate wellness services industry in the U.S.    It is important because…

    Downloads: 51

  • Creating a Culture of Wellness Tool L4-8

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

    Downloads: 68

  • Futuristic Look at Wellness Tool L4-13

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

    Downloads: 22

  • Generational Differences Tool L4-14

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

    Downloads: 11

  • Glossary of Health Insurance Terms Tool L4-6

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

    Downloads: 15

  • How to Calculate ROI Tool L2-10

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

    Downloads: 55

  • 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: 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: 24

  • Results Hierarchy Tool L3-5

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

    Downloads: 13

  • Sample Wellness Proposal Tool L4-10

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

    Downloads: 47

  • Strategies for Optimizing Results Tool L2-11

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

    Downloads: 24

  • Vendor Report Card Tool L2-3

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

    Downloads: 12

Wellness 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: 56

  • Annual Program Evaluation Survey Tool L1-11

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

    Downloads: 79

  • Assuring Long Term Behavior Change – Crossing the “Chasm”

    What is this about? First, the good news… employer wellness programs have been proven to help people change their short-term wellness behaviors.  Now, the bad news… those same wellness programs have…

    Downloads: 22

  • Average Costs of Health Conditions

    What is this about? The document in this edition of Connections is a comprehensive 22-page article from JAMA that provides a great deal of health care cost summary information for the…

    Downloads: 27

  • 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: 8

  • Consumer Health Education Tool L3-7

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

    Downloads: 25

  • 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: 20

  • 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: 28

  • How to Calculate ROI Tool L2-10

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

    Downloads: 55

  • Humana Wellness Program Evaluation Study- “GO365”

    What is this about? This edition of Connections newsletter provides the results of a new large scale multi-employer case study of the “Go365” wellness program with more than 135,000 fully insured…

    Downloads: 25

  • Ideal Health Plan Design Tool L4-7

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

    Downloads: 28

  • Ideal Health Plan Tool L3-10

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

    Downloads: 11

  • Ideal Incentive Program Tool L3-3

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

    Downloads: 34

  • Ideal Wellness Incentive Tool L2-5

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

    Downloads: 29

  • Incentive Pay Values Tool L3-12

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

    Downloads: 25

  • LMS Primer Tool L3-4

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

    Downloads: 3

  • Master FAQ List Tool L2-2

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

    Downloads: 16

  • Medical Self-Care Skills Tool L3-6

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

    Downloads: 6

  • 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: 11

  • 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: 30

  • Participation Strategies Tool L2-4

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

    Downloads: 24

  • 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: 2

  • Program Descriptions of Effective Wellness Programs Tool L1-12

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

    Downloads: 29

  • 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: 12

  • Results Hierarchy Tool L3-5

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

    Downloads: 13

  • Sample Wellness Program Budget Tool L2-8

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

    Downloads: 35

  • Short Primer on Wellness Program Evaluation

    This 30 page document provides a quick and efficient look at key issues in program evaluation of worksite wellness and health promotion programs.  It includes discussion of a number of…

    Downloads: 26

  • Strategies for Optimizing Results Tool L2-11

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

    Downloads: 24

  • Technology Infrastructure for Wellness Programs Tool L1-6

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

    Downloads: 17

  • 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: 6

  • Total Economic Impact of Virgin Pulse Platform

    What is this about? This edition of Connections newsletter provides an important report produced by the well-respected business consulting and analytics company Forrester.  The report examines 4 large clients of the…

    Downloads: 17

  • 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.…

    Downloads: 0

  • 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: 4

  • Vendor Report Card Tool L2-3

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

    Downloads: 12

  • Wellness 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. …

    Downloads: 30

  • 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: 4

  • 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: 11