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The “BIG Initiative”
             By Eric Goplerud, Tracy L. McPherson, Patricia Herlihy, and Dave Sharar

      “Alcohol and substance-related problems present a clear threat to employers in terms of
      productivity loss, safety, employee engagement, use of supervisory time and healthcare costs.
       The problem is that most employees with substance abuse problems go unrecognized and even
      more go untreated. Most Employee Assistance Programs, which employers think are
      addressing this problem, do a very poor job of case finding for alcohol and drug problems. In
      most instances, unless someone calls the EAP specifically to request alcohol or drug treatment,
      substance abuse problems will go unnoticed.” John Pompe, Manager of Disability and
      Behavioral Health Programs, Caterpillar Inc.

EAPs are invited to join “BIG,” the Brief Intervention Group Initiative. BIG is an exciting new effort of
the Employee Assistance industry in the U.S. and Canada to work together to identify and treat
employees with alcohol-related problems as a means of increasing overall productivity and engagement in
the workplace.

Today, fewer than 10% of issues that U.S. and Canadian EAPs address are recorded as “alcohol” related.
But many more employees struggle with alcohol-related issues than that number indicates. Screening,
Brief Intervention, and Referral to Treatment (SBIRT) is a well-researched practice that has demonstrated
consistent success in correctly identifying alcohol needs in employees and assisting them to reduce
hazardous use. SBI is not widely or consistently used in our field. Not yet.

By working together to promote routine screening and brief motivational counseling for alcohol, EAPs
will help their corporate customers and their employees to remain productive and healthy. Together, we
can increase EAP call centers’ and office-based EAP counselors’ adherence to SBIRT evidenced-based
protocols.

Below are a description of the BIG Initiative and a brief overview of SBIRT. The BIG Initiative is an
industry-wide campaign to make alcohol screening and brief intervention routine practice across the field
by October 2011.

Screening, Brief Intervention, and Referral to Treatment (SBIRT)

Risky, hazardous, and harmful drinking are associated with physical and emotional health problems,
alcohol-related traffic crashes, alcohol-impaired driving, accidents, and alcohol-involved violence. The
financial burden of substance abuse to the U.S. economy is about $190 billion annually in lost
productivity, injury, disease, law enforcement, and criminal justice. The majority of at-risk drinkers are
employed full or part-time. EAPs are uniquely positioned to identify and intervene early with at-risk
employees before their drinking results in adverse consequences or they become alcohol dependent.

SBIRT uses a brief, valid, scientific, alcohol screening tool (five minutes or less) to identify whether
drinking places an employee at risk for negative consequences. Depending on the results from the
screening questions, the EAP clinician may provide health education, simple advice, motivational
counseling, help with an action plan and/or referral for treatment. Although SBIRT is not a treatment for
alcohol dependence, it can help workers with serious alcohol problems to follow through on treatment
referrals. SBIRT is especially well-suited for employees and family members who drink at unhealthy or
hazardous levels.
The BIG (Brief Intervention Group) Initiative

The BIG Initiative is a campaign that engages many of the leading EAP vendors, businesses, EAP
professionals and benefits consultants who are working together to advance the use of SBI across the
EAP industry. Drs. Eric Goplerud and Tracy McPherson at the Center for Integrated Behavioral Health
and Ensuring Solutions to Alcohol Problems at George Washington University (GW) are facilitating the
BIG Initiative. There are no costs to join or participate in the BIG Initiative. Employee assistance
providers in the U.S. and Canada have been working together since October 2009 to alter the way EAPs
screen and manage alcohol problems. A grant from the National Highway Traffic Safety Administration
(NHTSA) and the Center for Substance Abuse Treatment (CSAT) underwrites the organizing costs of the
BIG Initiative. Since its initial meeting at the Employee Assistance Professionals Association (EAPA)
conference last fall, the BIG Initiative has organized a campaign that includes employers, the largest
national EAP vendors, many regional and internal corporate EAPs, clinical professional associations,
Federal and state agencies, benefits consultants, and researchers. The focus of BIG is to make alcohol
screening and brief intervention for problem drinking the universal practice of the industry. The BIG
Initiative has organized committees including the Steering Committee made up of senior leaders in the
EAP field, the Implementation Committee focused on changing EAP call center practices,
Marketing/Outreach Committee focused on office-based clinician training, and Performance
Measurement/Accountability Committee focused on identification of measurement tools to assess
program impact on health and business outcomes.

Get Involved in the BIG Initiative

BIG works with all interested EAP providers and suppliers to standardize the delivery of SBI within their
call centers and among their networks of office-based affiliates. The goal of the BIG Initiative is to obtain
“buy-in” from the entire EAP industry, EAP providers, suppliers, employers and network affiliates. If
clinicians hear from every EAP whose panel they are on, that alcohol screening and brief intervention is
expected and encouraged, then we can start to change practice. If every EAP and EAP clinical
professional organization’s continuing education websites offer consistent training materials on SBI, then
the clear message will be heard. If EAPs start seeing RFPs coming from benefits consultants and
employers specifying alcohol SBI, then practice will change. The BIG Initiative can link EAP vendors,
clinicians, employers and consultants into a learning collaborative. BIG can provide SBIRT materials,
call center and clinician webinar and classroom training, telephonic coaching, and opportunities to share
with EAP colleagues across the industry.

Working together across the EAP field to implement evidenced-based SBI can play a significant role in
reversing some of the insidious and devastating effects of hazardous drinking that spill over into
workplace health and productivity. Toward that goal below are some key resources and a list of some of
the EAP professionals already involved in BIG.

Resources
♦ Employee Assistance Programs: Workplace Opportunities for Intervening in Alcohol Problems
     http://www.ensuringsolutions.org/usr_doc/Primer5_EAPs.pdf
♦ Brief Intervention: Cost-Effective Help for Problem Drinkers
     http://www.ensuringsolutions.org/resources/resources_show.htm?doc_id=329150
♦ Alcohol Screening: A Quick First Step to Reduce Problem Drinking
     http://www.ensuringsolutions.org/resources/resources_show.htm?doc_id=328506
BIG Participants:

EMPLOYERS                                             EAP & BEHAVIORAL HEALTH VENDORS
♦ Amtrak                                              ♦ Aetna
♦ Aon Services Corporation                            ♦ Anthem
♦ Caterpillar                                         ♦ APS Healthcare
♦ CBC Radio Canada                                    ♦ Association of Flight Attendants
♦ Continental Airlines                                ♦ Ceridian
♦ Halliburton EAP                                     ♦ Chestnut Global Partners
♦ JP Morgan Chase                                     ♦ CIGNA
♦ Johns Hopkins University and Hospital               ♦ Claremont EAP
♦ Maine State Government                              ♦ Federal Occupational Health
♦ Mount Sinai Medical Center                          ♦ First Sun
♦ Norfolk Southern Corporation                        ♦ Freckman & Associates, LLC
♦ Northrup Grumman                                    ♦ Magellan Health Services
♦ 3M                                                  ♦ MHN
PHARMACEUTICAL                                        ♦ OptumHealth Behavioral Health Solutions (by
♦ Reckitt Benckiser Pharmaceutical                       United Behavioral Health)
SUBSTANCE ABUSE PROFESSIONALS (SAP)                   ♦ Peer Assistance Services
& EXPERTS (SAE)                                       ♦ PPC Worldwide
♦ ASAP, Inc.                                          ♦ Reliant Behavioral Health
RESEARCHERS and CLINICIANS                            ♦ SELECT, Inc
♦ Dale Masi, Masi Research Consultants, Inc.          ♦ St. John’s Mercy
♦ Jodi Jacobson, University of Maryland School of     ♦ The Oasis Group
   Social Work                                        ♦ ValueOptions
♦ Karen Chan Osilla, RAND                             ♦ WellPoint
♦ Patricia Herlihy, Rocky Mountain Research           ♦ Workplace Options
♦ Paul Roman, Center for Research on Behavioral       ASSOCIATIONS, PROFESSIONAL GROUPS,
   Health and Human Service Delivery, Institute for   & BUSINESS COALITIONS
   Behavioral Research                                ♦ Center for Clinical Social Work
CONSULTANTS                                           ♦ Employee Assistance Professionals Association
♦ Attridge Consulting                                    (EAPA)
♦ Burke Consulting                                    ♦ EAPA Washington, DC Chapter
♦ EAP Technology Systems
                                                      ♦ EAPA Chesapeake Chapter
♦ Psychometric Technologies
                                                      ♦ EAPA South Carolina Chapter
♦ Sally Lipscomb, The Rainier Group
                                                      ♦ EAPA Heart of Texas Chapter
♦ Tina Thompson
                                                      ♦ Employee Assistance Research Foundation
GOVERNMENT
                                                         (EARF)
♦ NIAAA
                                                      ♦ Employee Assistance Society of North America
♦ Reserve Health Readiness Program, Force Health         (EASNA)
   Protection & Readiness, Department of Defense
                                                      ♦ Hawaii Business Health Council
                                                      ♦ NAADAC
                                                      ♦ National Business Consortium
                                                      ♦ National Business Group on Health
For more information: To participate or learn more about this exciting new movement in the EAP field,
contact the Drs. Tracy McPherson and Eric Goplerud.

Authors:

Eric Goplerud, PhD goplerud@gwu.edu and Tracy L. McPherson, PhD (esap1234@gmail.com) conduct
research on the integration of alcohol screening, brief intervention, referral to treatment, and follow-up
care in EAPs.

Patricia Herlihy, PhD, studies the integration of EAP, Work/Life, and Wellness Services. She can be
reached at p_herlihy@brownbear.us.

Dave Sharar, PhD, is a provider and evaluator of EAPs and related services. He can be reached at
dsharar@chestnut.org.

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Big Goplerud, Mc Pherson, Herlihy, Sharar Submitted To Ea Report 5 24 10

  • 1. The “BIG Initiative” By Eric Goplerud, Tracy L. McPherson, Patricia Herlihy, and Dave Sharar “Alcohol and substance-related problems present a clear threat to employers in terms of productivity loss, safety, employee engagement, use of supervisory time and healthcare costs. The problem is that most employees with substance abuse problems go unrecognized and even more go untreated. Most Employee Assistance Programs, which employers think are addressing this problem, do a very poor job of case finding for alcohol and drug problems. In most instances, unless someone calls the EAP specifically to request alcohol or drug treatment, substance abuse problems will go unnoticed.” John Pompe, Manager of Disability and Behavioral Health Programs, Caterpillar Inc. EAPs are invited to join “BIG,” the Brief Intervention Group Initiative. BIG is an exciting new effort of the Employee Assistance industry in the U.S. and Canada to work together to identify and treat employees with alcohol-related problems as a means of increasing overall productivity and engagement in the workplace. Today, fewer than 10% of issues that U.S. and Canadian EAPs address are recorded as “alcohol” related. But many more employees struggle with alcohol-related issues than that number indicates. Screening, Brief Intervention, and Referral to Treatment (SBIRT) is a well-researched practice that has demonstrated consistent success in correctly identifying alcohol needs in employees and assisting them to reduce hazardous use. SBI is not widely or consistently used in our field. Not yet. By working together to promote routine screening and brief motivational counseling for alcohol, EAPs will help their corporate customers and their employees to remain productive and healthy. Together, we can increase EAP call centers’ and office-based EAP counselors’ adherence to SBIRT evidenced-based protocols. Below are a description of the BIG Initiative and a brief overview of SBIRT. The BIG Initiative is an industry-wide campaign to make alcohol screening and brief intervention routine practice across the field by October 2011. Screening, Brief Intervention, and Referral to Treatment (SBIRT) Risky, hazardous, and harmful drinking are associated with physical and emotional health problems, alcohol-related traffic crashes, alcohol-impaired driving, accidents, and alcohol-involved violence. The financial burden of substance abuse to the U.S. economy is about $190 billion annually in lost productivity, injury, disease, law enforcement, and criminal justice. The majority of at-risk drinkers are employed full or part-time. EAPs are uniquely positioned to identify and intervene early with at-risk employees before their drinking results in adverse consequences or they become alcohol dependent. SBIRT uses a brief, valid, scientific, alcohol screening tool (five minutes or less) to identify whether drinking places an employee at risk for negative consequences. Depending on the results from the screening questions, the EAP clinician may provide health education, simple advice, motivational counseling, help with an action plan and/or referral for treatment. Although SBIRT is not a treatment for alcohol dependence, it can help workers with serious alcohol problems to follow through on treatment referrals. SBIRT is especially well-suited for employees and family members who drink at unhealthy or hazardous levels.
  • 2. The BIG (Brief Intervention Group) Initiative The BIG Initiative is a campaign that engages many of the leading EAP vendors, businesses, EAP professionals and benefits consultants who are working together to advance the use of SBI across the EAP industry. Drs. Eric Goplerud and Tracy McPherson at the Center for Integrated Behavioral Health and Ensuring Solutions to Alcohol Problems at George Washington University (GW) are facilitating the BIG Initiative. There are no costs to join or participate in the BIG Initiative. Employee assistance providers in the U.S. and Canada have been working together since October 2009 to alter the way EAPs screen and manage alcohol problems. A grant from the National Highway Traffic Safety Administration (NHTSA) and the Center for Substance Abuse Treatment (CSAT) underwrites the organizing costs of the BIG Initiative. Since its initial meeting at the Employee Assistance Professionals Association (EAPA) conference last fall, the BIG Initiative has organized a campaign that includes employers, the largest national EAP vendors, many regional and internal corporate EAPs, clinical professional associations, Federal and state agencies, benefits consultants, and researchers. The focus of BIG is to make alcohol screening and brief intervention for problem drinking the universal practice of the industry. The BIG Initiative has organized committees including the Steering Committee made up of senior leaders in the EAP field, the Implementation Committee focused on changing EAP call center practices, Marketing/Outreach Committee focused on office-based clinician training, and Performance Measurement/Accountability Committee focused on identification of measurement tools to assess program impact on health and business outcomes. Get Involved in the BIG Initiative BIG works with all interested EAP providers and suppliers to standardize the delivery of SBI within their call centers and among their networks of office-based affiliates. The goal of the BIG Initiative is to obtain “buy-in” from the entire EAP industry, EAP providers, suppliers, employers and network affiliates. If clinicians hear from every EAP whose panel they are on, that alcohol screening and brief intervention is expected and encouraged, then we can start to change practice. If every EAP and EAP clinical professional organization’s continuing education websites offer consistent training materials on SBI, then the clear message will be heard. If EAPs start seeing RFPs coming from benefits consultants and employers specifying alcohol SBI, then practice will change. The BIG Initiative can link EAP vendors, clinicians, employers and consultants into a learning collaborative. BIG can provide SBIRT materials, call center and clinician webinar and classroom training, telephonic coaching, and opportunities to share with EAP colleagues across the industry. Working together across the EAP field to implement evidenced-based SBI can play a significant role in reversing some of the insidious and devastating effects of hazardous drinking that spill over into workplace health and productivity. Toward that goal below are some key resources and a list of some of the EAP professionals already involved in BIG. Resources ♦ Employee Assistance Programs: Workplace Opportunities for Intervening in Alcohol Problems http://www.ensuringsolutions.org/usr_doc/Primer5_EAPs.pdf ♦ Brief Intervention: Cost-Effective Help for Problem Drinkers http://www.ensuringsolutions.org/resources/resources_show.htm?doc_id=329150 ♦ Alcohol Screening: A Quick First Step to Reduce Problem Drinking http://www.ensuringsolutions.org/resources/resources_show.htm?doc_id=328506
  • 3. BIG Participants: EMPLOYERS EAP & BEHAVIORAL HEALTH VENDORS ♦ Amtrak ♦ Aetna ♦ Aon Services Corporation ♦ Anthem ♦ Caterpillar ♦ APS Healthcare ♦ CBC Radio Canada ♦ Association of Flight Attendants ♦ Continental Airlines ♦ Ceridian ♦ Halliburton EAP ♦ Chestnut Global Partners ♦ JP Morgan Chase ♦ CIGNA ♦ Johns Hopkins University and Hospital ♦ Claremont EAP ♦ Maine State Government ♦ Federal Occupational Health ♦ Mount Sinai Medical Center ♦ First Sun ♦ Norfolk Southern Corporation ♦ Freckman & Associates, LLC ♦ Northrup Grumman ♦ Magellan Health Services ♦ 3M ♦ MHN PHARMACEUTICAL ♦ OptumHealth Behavioral Health Solutions (by ♦ Reckitt Benckiser Pharmaceutical United Behavioral Health) SUBSTANCE ABUSE PROFESSIONALS (SAP) ♦ Peer Assistance Services & EXPERTS (SAE) ♦ PPC Worldwide ♦ ASAP, Inc. ♦ Reliant Behavioral Health RESEARCHERS and CLINICIANS ♦ SELECT, Inc ♦ Dale Masi, Masi Research Consultants, Inc. ♦ St. John’s Mercy ♦ Jodi Jacobson, University of Maryland School of ♦ The Oasis Group Social Work ♦ ValueOptions ♦ Karen Chan Osilla, RAND ♦ WellPoint ♦ Patricia Herlihy, Rocky Mountain Research ♦ Workplace Options ♦ Paul Roman, Center for Research on Behavioral ASSOCIATIONS, PROFESSIONAL GROUPS, Health and Human Service Delivery, Institute for & BUSINESS COALITIONS Behavioral Research ♦ Center for Clinical Social Work CONSULTANTS ♦ Employee Assistance Professionals Association ♦ Attridge Consulting (EAPA) ♦ Burke Consulting ♦ EAPA Washington, DC Chapter ♦ EAP Technology Systems ♦ EAPA Chesapeake Chapter ♦ Psychometric Technologies ♦ EAPA South Carolina Chapter ♦ Sally Lipscomb, The Rainier Group ♦ EAPA Heart of Texas Chapter ♦ Tina Thompson ♦ Employee Assistance Research Foundation GOVERNMENT (EARF) ♦ NIAAA ♦ Employee Assistance Society of North America ♦ Reserve Health Readiness Program, Force Health (EASNA) Protection & Readiness, Department of Defense ♦ Hawaii Business Health Council ♦ NAADAC ♦ National Business Consortium ♦ National Business Group on Health
  • 4. For more information: To participate or learn more about this exciting new movement in the EAP field, contact the Drs. Tracy McPherson and Eric Goplerud. Authors: Eric Goplerud, PhD goplerud@gwu.edu and Tracy L. McPherson, PhD (esap1234@gmail.com) conduct research on the integration of alcohol screening, brief intervention, referral to treatment, and follow-up care in EAPs. Patricia Herlihy, PhD, studies the integration of EAP, Work/Life, and Wellness Services. She can be reached at p_herlihy@brownbear.us. Dave Sharar, PhD, is a provider and evaluator of EAPs and related services. He can be reached at dsharar@chestnut.org.