This document discusses emerging best practices for corporate wellness programs. It begins by outlining the webinar objectives to learn how taking a holistic "zoom out" approach improves outcomes, reviews a process for enhancing wellness programs, and considers trending practices. Six essential elements of an effective framework are then described: organizational commitment, sustainable operating environment, data analysis and strategic planning, benefit plan design and interventions, engagement and recognition, and outcomes and quality assurance. Emerging trends in each area are provided, such as aligning wellness missions with business goals and using intangible incentives. The document concludes by listing emerging trends and providing contact information to continue the discussion.

1. Bringing Corporate Wellness Into Focus
Emily Noll * Lacey McCourt * Bridgette O’Connor
Employee Services Webinar Series

2. Webinar Objectives:
Learn why “zooming out” before “zooming in” is key to
wellness program efforts
Review a process designed to improve wellness
program outcomes
Consider which trending practices may have a positive
impact in your organization
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3. Effective Wellness Programs Are Within Reach…
Zoom In
› Wellness
› Task‐Oriented
› Event(s)
› More $$
› Apathy
› ROI
Zoom Out
o Wellbeing
o Process‐Oriented
o Interventions
o More meaning
o Empowerment!
o Value
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4. Zoom Out to Capture Wellbeing
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5. Zoom Out to Capture Value
Source: Towers Watson, National Business Group on Health, 2012
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6. • Delivery of outcome-based metrics and costs associated with risks
• Health and Productivity Scorecard tied to strategic business goals
• Analysis of results and vendor evaluation
• Integration and coordination of initiatives and data
• Engagement and participation strategies
• Effective, compliant incentive design and recognition strategies
• Benefit plan assessment, gap analysis and recommendations
• Value-based design expertise
• Customized evidenced-based interventions for your workforce
• Identification of data sets and data collection from multiple sources
• Data repository access to comprehensively analyze data
• Development of wellness strategic plan and communication strategies
• Workplace assessment and strategies that enable access
• Policies and physical environment assessment and analysis
• Wellness team establishment, including on-site wellness coordinator
• Executive commitment to culture of health
• Return on Investment estimator
• Company wellness profile assessment
Organizational
Commitment
Sustainable
Operating
Environment
Outcomes and
Quality Assurance
Engagement and
Recognition
Benefit Plan Design
and Intervention
Data Analysis and
Strategic Plan
Effective Framework: 6 Essential Elements
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1
2
3
4
5
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7. Emerging Best Practices
#1
OrganizationalCommitment
Description An organization dedicated to improving the wellbeing of its
workforce and family members, as well as the community.
Executives take ownership of the vision and mission and
empower the wellness team. They lead by example and
reinforce positive behaviors.
Trend Align Wellbeing Mission With Business Goals
Trend Get Real With Employees at the C‐Suite Level
Trend Create Value and Accountability for Managers
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8. Emerging Best Practices
#2
SustainableOperating
Environment
Description A workplace that strives to develop systems that make healthy
choices easy. Establishing policies and procedures that promote
the wellbeing of all employees.
Trend Weave Wellbeing Theme Into Employee Handbook
Trend Hire an On‐site Wellbeing Coordinator to Sustain Engagement
Trend Use Wellness Dollars for a Healthy Workplace Makeover
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9. Emerging Best Practices
#3
DataAnalyticsand
StrategicPlan
Description Using data to develop a strategic and personalized wellbeing
program for your organization.
Trend Expand Data Points and Sources to Capture Wellbeing
Trend Create a Wellbeing Roadmap Aligned With Company's Goals
Trend Make Partner Collaboration and Integration a Priority
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10. Emerging Best Practices
#4
BenefitPlanDesign
andInterventions
Description The organization’s benefits plan design and wellbeing
interventions are focused on the whole person, engaging the
entire population, and seeking long‐term change.
Trend Couple Wellbeing and Better Healthcare Consumerism
Trend Identify Goals for Age‐ and Risk‐Appropriate Screenings
Trend Behavior Modification Re‐emerges at the Core
Trend Use Technology to Improve Connectedness
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11. Emerging Best Practices
#5
Engagementand
Recognition
Description Employees are happy in their work environment and, thus,
engaged in wellbeing programs. Employees are rewarded for
positive actions and inspired through the recognition of personally
meaningful motivators.
Trend Provide Meaningful Rewards for a Job Well Done
Trend Use Intangible Incentives to Inspire More
Trend Recognize Employees Genuinely and Frequently
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12. Emerging Best Practices
#6
OutcomesandQuality
Assurance
Description Ongoing evaluation of strategic plan to measure program
impact and identify areas of opportunity.
Trend Identify Multiple Factors That Drive Value for Your Business
Trend Evaluate Partner Performance
Trend Share Outcomes for Improved Organizational Accountability
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13. Source: Optum Sixth Annual Wellness in the Workplace Study, 2015
Employers Are Expanding How They Define Value
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14.  Align Wellbeing Mission With Business Goals
 CEOs Get Real With Employees
 Create Value and Accountability for Managers
 Weave Wellbeing Theme Into Employee Handbook
 Hire an On‐site Wellness Coordinator to Sustain Engagement
 Use Wellness Dollars for a Healthy Workplace Makeover
 Expand Data Points and Sources to Capture Wellbeing
 Create a Wellbeing Roadmap Aligned With Company's Goals
 Make Partner Collaboration and Integration a Priority
 Couple Wellbeing and Better Health Consumerism
 Identify Goals for Age‐ and Risk‐Appropriate Screenings
 Employ Behavior Modification at the Core of Programming
 Use Technology to Improve Connectedness
 Provide Meaningful, Tangible Rewards for a Job Well Done
 Use Intangible Incentives to Inspire More
 Recognize Employees’ Efforts Genuinely and Frequently
 Identify Multiple Factors That Drive Value for Your Business
 Evaluate Partner Performance
 Share Outcomes for Improved Organizational Accountability
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Emerging Trends: Checklist

15. Wellbeing in Focus
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16. Emily Noll
National Director, CBIZ Wellness Solutions
(443) 259-3287
enoll@cbiz.com
Lacey McCourt
Wellbeing Consultant
(913) 375-6454
lmccourt@cbiz.com
Bridgette O’Connor
Wellbeing Consultant
(816) 830-6506
boconnor@cbiz.com
Let’s Continue the Discussion!
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