The Value of Workplace Health Promotion
Nashville Area Chamber and P2020 Annual Meeting -- September 30, 2016
Ron Z. Goetzel, Ph.D. Johns Hopkins University and Truven Health Analytics, an IBM Company
The Value of Workplace Health Promotion Nashville Area Chamber and - - PowerPoint PPT Presentation
The Value of Workplace Health Promotion Nashville Area Chamber and P2020 Annual Meeting -- September 30, 2016 Ron Z. Goetzel, Ph.D. Johns Hopkins University and Truven Health Analytics, an IBM Company Agenda Business Case for Health &
The Value of Workplace Health Promotion
Nashville Area Chamber and P2020 Annual Meeting -- September 30, 2016
Ron Z. Goetzel, Ph.D. Johns Hopkins University and Truven Health Analytics, an IBM Company
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Agenda
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The Controversy: Do Health Promotion Programs Work?
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The Confusion
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What Do We Mean When We Say: A Wellness Program Works?
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What Do We Mean When We Say: A Wellness Program Works? (Con’t)
“Produce a positive return on investment (ROI)?”
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Q: What problem are we trying to solve? A: Spending a lot of money on sick care!
in healthcare in 2016, or $10,346 for every man, woman and child.
trillion
Source: Keehan et al., Health Affairs, 35:8, August 2016
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Employer Per Capita Spending on Healthcare
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Convince me… Why should I invest in the health and well-being of my workers?
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What Is the Evidence Base?
precursors to a large number of diseases and disorders and to premature death (Healthy People 2000, 2010, Amler & Dull, 1987, Breslow, 1993, McGinnis & Foege, 1993, Mokdad et al., 2004)
short time window (Milliman & Robinson, 1987, Yen et al., 1992, Goetzel, et al., 1998, Anderson et al., 2000, Bertera, 1991, Pronk, 1999, Goetzel 2012)
disease prevention programs (Wilson et al., 1996, Heaney & Goetzel, 1997, Pelletier, 1991-2011, Soler et al. 2010)
(Edington et al., 2001, Goetzel et al., 1999, Carls et al., 2011)
care expenditures and produce a positive ROI (Citibank 1999-2000, Procter and Gamble 1998, Highmark, 2008, Johnson & Johnson, 2011, Dell 2015, Duke University 2015)
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Diseases Caused (at Least Partially) by Lifestyle
Metabolism Disorders, Osteoarthritis, Sleep Apnea, Venous Embolism/Thrombosis, Cancers (Breast, Cervix, Colorectal, Gallbladder, Biliary Tract, Ovary, Prostate)
Vascular Disease, Asthma, Acute Bronchitis, COPD, Pneumonia, Cancers (Bladder, Kidney, Urinary, Larynx, Lip, Oral Cavity, Pharynx, Pancreas, Trachea, Bronchus, Lung)
Hypertension, Oral Disease, Osteoporosis, Cancers (Breast, Colorectal, Prostate)
Disease, Cancers (Breast, Esophagus, Larynx, Liver)
Vascular Disease
Vascular Disease
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Age-Adjusted Prevalence of Obesity and Diagnosed Diabetes Among US Adults
Obesity (BMI≥30 Kg/m2 ) Diabetes
<4.5% Missing data 4.5%–5.9% 6.0%–7.4% 7.5%–8.9% ≥9.0% 18.0%–21.9% <14.0% Missing Data 14.0%–17.9% 22.0%–25.9% ≥26.0%
1994
CDC’s Division of Diabetes Translation. National Diabetes Surveillance System available at http://www.cdc.gov/diabetes/statistics
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CDC’s Division of Diabetes Translation. National Diabetes Surveillance System available at http://www.cdc.gov/diabetes/statistics
Obesity (BMI≥30 Kg/m2 ) Diabetes
<4.5% Missing data 4.5%–5.9% 6.0%–7.4% 7.5%–8.9% ≥9.0% 18.0%–21.9% <14.0% Missing Data 14.0%–17.9% 22.0%–25.9% ≥26.0%
1995
Age-Adjusted Prevalence of Obesity and Diagnosed Diabetes Among US Adults
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CDC’s Division of Diabetes Translation. National Diabetes Surveillance System available at http://www.cdc.gov/diabetes/statistics
Age-Adjusted Prevalence of Obesity and Diagnosed Diabetes Among US Adults
Obesity (BMI≥30 Kg/m2 ) Diabetes
<4.5% Missing data 4.5%–5.9% 6.0%–7.4% 7.5%–8.9% ≥9.0% 18.0%–21.9% <14.0% Missing Data 14.0%–17.9% 22.0%–25.9% ≥26.0%
1996
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CDC’s Division of Diabetes Translation. National Diabetes Surveillance System available at http://www.cdc.gov/diabetes/statistics
Age-Adjusted Prevalence of Obesity and Diagnosed Diabetes Among US Adults
Obesity (BMI≥30 Kg/m2 ) Diabetes
<4.5% Missing data 4.5%–5.9% 6.0%–7.4% 7.5%–8.9% ≥9.0% 18.0%–21.9% <14.0% Missing Data 14.0%–17.9% 22.0%–25.9% ≥26.0%
1997
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CDC’s Division of Diabetes Translation. National Diabetes Surveillance System available at http://www.cdc.gov/diabetes/statistics
Age-Adjusted Prevalence of Obesity and Diagnosed Diabetes Among US Adults
Obesity (BMI≥30 Kg/m2 ) Diabetes
<4.5% Missing data 4.5%–5.9% 6.0%–7.4% 7.5%–8.9% ≥9.0% 18.0%–21.9% <14.0% Missing Data 14.0%–17.9% 22.0%–25.9% ≥26.0%
1998
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CDC’s Division of Diabetes Translation. National Diabetes Surveillance System available at http://www.cdc.gov/diabetes/statistics
Age-Adjusted Prevalence of Obesity and Diagnosed Diabetes Among US Adults
Obesity (BMI≥30 Kg/m2 ) Diabetes
<4.5% Missing data 4.5%–5.9% 6.0%–7.4% 7.5%–8.9% ≥9.0% 18.0%–21.9% <14.0% Missing Data 14.0%–17.9% 22.0%–25.9% ≥26.0%
1999
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CDC’s Division of Diabetes Translation. National Diabetes Surveillance System available at http://www.cdc.gov/diabetes/statistics
Age-Adjusted Prevalence of Obesity and Diagnosed Diabetes Among US Adults
Obesity (BMI≥30 Kg/m2 ) Diabetes
<4.5% Missing data 4.5%–5.9% 6.0%–7.4% 7.5%–8.9% ≥9.0% 18.0%–21.9% <14.0% Missing Data 14.0%–17.9% 22.0%–25.9% ≥26.0%
2000
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CDC’s Division of Diabetes Translation. National Diabetes Surveillance System available at http://www.cdc.gov/diabetes/statistics
Age-Adjusted Prevalence of Obesity and Diagnosed Diabetes Among US Adults
Obesity (BMI≥30 Kg/m2 ) Diabetes
<4.5% Missing data 4.5%–5.9% 6.0%–7.4% 7.5%–8.9% ≥9.0% 18.0%–21.9% <14.0% Missing Data 14.0%–17.9% 22.0%–25.9% ≥26.0%
2001
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CDC’s Division of Diabetes Translation. National Diabetes Surveillance System available at http://www.cdc.gov/diabetes/statistics
Age-Adjusted Prevalence of Obesity and Diagnosed Diabetes Among US Adults
Obesity (BMI≥30 Kg/m2 ) Diabetes
<4.5% Missing data 4.5%–5.9% 6.0%–7.4% 7.5%–8.9% ≥9.0% 18.0%–21.9% <14.0% Missing Data 14.0%–17.9% 22.0%–25.9% ≥26.0%
2002
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CDC’s Division of Diabetes Translation. National Diabetes Surveillance System available at http://www.cdc.gov/diabetes/statistics
Age-Adjusted Prevalence of Obesity and Diagnosed Diabetes Among US Adults
Obesity (BMI≥30 Kg/m2 ) Diabetes
<4.5% Missing data 4.5%–5.9% 6.0%–7.4% 7.5%–8.9% ≥9.0% 18.0%–21.9% <14.0% Missing Data 14.0%–17.9% 22.0%–25.9% ≥26.0%
2003
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CDC’s Division of Diabetes Translation. National Diabetes Surveillance System available at http://www.cdc.gov/diabetes/statistics
Age-Adjusted Prevalence of Obesity and Diagnosed Diabetes Among US Adults
Obesity (BMI≥30 Kg/m2 ) Diabetes
<4.5% Missing data 4.5%–5.9% 6.0%–7.4% 7.5%–8.9% ≥9.0% 18.0%–21.9% <14.0% Missing Data 14.0%–17.9% 22.0%–25.9% ≥26.0%
2004
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CDC’s Division of Diabetes Translation. National Diabetes Surveillance System available at http://www.cdc.gov/diabetes/statistics
Age-Adjusted Prevalence of Obesity and Diagnosed Diabetes Among US Adults
Obesity (BMI≥30 Kg/m2 ) Diabetes
<4.5% Missing data 4.5%–5.9% 6.0%–7.4% 7.5%–8.9% ≥9.0% 18.0%–21.9% <14.0% Missing Data 14.0%–17.9% 22.0%–25.9% ≥26.0%
2005
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CDC’s Division of Diabetes Translation. National Diabetes Surveillance System available at http://www.cdc.gov/diabetes/statistics
Age-Adjusted Prevalence of Obesity and Diagnosed Diabetes Among US Adults
Obesity (BMI≥30 Kg/m2 ) Diabetes
<4.5% Missing data 4.5%–5.9% 6.0%–7.4% 7.5%–8.9% ≥9.0% 18.0%–21.9% <14.0% Missing Data 14.0%–17.9% 22.0%–25.9% ≥26.0%
2006
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CDC’s Division of Diabetes Translation. National Diabetes Surveillance System available at http://www.cdc.gov/diabetes/statistics
Age-Adjusted Prevalence of Obesity and Diagnosed Diabetes Among US Adults
Obesity (BMI≥30 Kg/m2 ) Diabetes
<4.5% Missing data 4.5%–5.9% 6.0%–7.4% 7.5%–8.9% ≥9.0% 18.0%–21.9% <14.0% Missing Data 14.0%–17.9% 22.0%–25.9% ≥26.0%
2007
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CDC’s Division of Diabetes Translation. National Diabetes Surveillance System available at http://www.cdc.gov/diabetes/statistics
Age-Adjusted Prevalence of Obesity and Diagnosed Diabetes Among US Adults
Obesity (BMI≥30 Kg/m2 ) Diabetes
<4.5% Missing data 4.5%–5.9% 6.0%–7.4% 7.5%–8.9% ≥9.0% 18.0%–21.9% <14.0% Missing Data 14.0%–17.9% 22.0%–25.9% ≥26.0%
2008
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CDC’s Division of Diabetes Translation. National Diabetes Surveillance System available at http://www.cdc.gov/diabetes/statistics
Age-Adjusted Prevalence of Obesity and Diagnosed Diabetes Among US Adults
Obesity (BMI≥30 Kg/m2 ) Diabetes
<4.5% Missing data 4.5%–5.9% 6.0%–7.4% 7.5%–8.9% ≥9.0% 18.0%–21.9% <14.0% Missing Data 14.0%–17.9% 22.0%–25.9% ≥26.0%
2009
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CDC’s Division of Diabetes Translation. National Diabetes Surveillance System available at http://www.cdc.gov/diabetes/statistics
Age-Adjusted Prevalence of Obesity and Diagnosed Diabetes Among US Adults
Obesity (BMI≥30 Kg/m2 ) Diabetes
<4.5% Missing data 4.5%–5.9% 6.0%–7.4% 7.5%–8.9% ≥9.0% 18.0%–21.9% <14.0% Missing Data 14.0%–17.9% 22.0%–25.9% ≥26.0%
2010
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LEADING CAUSES OF DEATH IN THE U.S.
Cause of Death # of Deaths Percentage Heart Disease 710,760 30% Malignant Neoplasm 553,091 23% Cerebrovascular Disease 167,661 7% Chronic Lower Respiratory Tract Disease 122,009 5% Unintentional Injuries 97,900 4% Diabetes 69,301 3% Influenza / Pneumonia 65,313 3% Alzheimer's 49,558 2% Nephritis 37,251 2% Septicemia 31,224 1% Other 499,283 21% Total 2,403,351 100%
*Source: Year 2000, Mokdad et al., JAMA,291:10, March, 2004
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ACTUAL CAUSES OF DEATH IN THE U.S. (2000)
50 100 150 200 250 300 350 400 450 Tobacco Use Diet & Inactivity Alcohol Misuse Microbial Agents Toxic Agents Motor Vehicles Firearms Sexual Behavior Illicit Drug use
Source: Mokdad, et al
in thousands
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BOTTOM LINE: THE VAST MAJORITY OF CHRONIC DISEASE CAN BE PREVENTED OR BETTER MANAGED The Centers for Disease Control and Prevention (CDC) estimates…
…could be prevented if only Americans were to do three things:
FTI CONSULTING ON NASHVILLE HEALTH
35 LINK: http://www.nashvillechamber.com/docs/default- source/pdfs/060315_fti_assessmentofnashville_final.pdf
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Good News – Worksite Health Promotion Works! Caveat: If you do it right…
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CDC Community Guide to Preventive Services Review – AJPM, February 2010 86 Studies Reviewed
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Summary Results and Team Consensus
Outcome Body of Evidence Consistent Results Magnitude of Effect Finding Alcohol Use 9 Yes Variable Sufficient Fruits & Vegetables % Fat Intake 9 13 No Yes 0.09 serving
Insufficient Strong % Change in Those Physically Active 18 Yes +15.3 pct pt Sufficient Tobacco Use Strong Prevalence 23 Yes –2.3 pct pt Cessation 11 Yes +3.8 pct pt Seat Belt Non-Use 10 Yes –27.6 pct pt Sufficient
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Summary Results and Team Consensus
Outcome Body of Evidence Consistent Results Magnitude of Effect Finding Diastolic blood pressure Systolic blood pressure Risk prevalence 17 Yes Yes Yes Diastolic:–1.8 mm Hq Systolic:–2.6 mm Hg –4.5 pct pt Strong 19 12 BMI Weight % body fat Risk prevalence 6 12 5 5 Yes No Yes No –0.5 pt BMI –0.56 pounds –2.2% body fat –2.2% at risk Insufficient Total Cholesterol HDL Cholesterol Risk prevalence 19 8 11 Yes No Yes –4.8 mg/dL (total) +.94 mg/dL –6.6 pct pt Strong Fitness 5 Yes Small Insufficient
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Summary Results and Team Consensus
Outcome Body of Evidence Consistent Results Magnitude of Effect Finding Estimated Risk 15 Yes Moderate Sufficient Healthcare Use 6 Yes Moderate Sufficient Worker Productivity 10 Yes Moderate Strong
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Reduced Utilization Risk Reduction Behavior Change Improved Attitudes Increased Knowledge Participation Awareness Financial ROI
What About ROI? Critical Steps to Success
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Health Affairs ROI Literature Review
Baicker K, Cutler D, Song Z. Workplace Wellness Programs Can Generate Savings. Health Aff (Millwood). 2010; 29(2). Published online 14 January 2010.+
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Results - Medical Care Cost Savings
Description N Average ROI Studies reporting costs and savings 15 $3.37 Studies reporting savings only 7 Not Available Studies with randomized or matched control group 9 $3.36 Studies with non-randomized or matched control group 6 $2.38 All studies examining medical care savings 22 $3.27
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Results – Absenteeism Savings
Description N Average ROI Studies reporting costs and savings 12 $3.27 All studies examining absenteeism savings 22 $2.73
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Goetzel’s Rule: an ROI of 1:1 Is Good Enough…
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…if You Can Demonstrate Health Improvement!
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Poor Health Costs Money
Drill Down…
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Top 10 Most Costly Physical Health Conditions
Medical, Drug, Absence, STD Expenditures (1999 annual $ per eligible), by Component
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The Big Picture: Overall Burden of Illness
Using Average Impairment and Prevalence Rates for Presenteeism ($23.15/hour wage estimate)
$- $50 $100 $150 $200 $250 $300 $350 $400 $450 Allergy* Arthritis Asthma Any Cancer Depression/Sadness/Mental Illness Diabetes Heart Disease Hypertension Migraine/Headache Respiratory Infections Annual Costs Presenteeism STD Absence RX ER Outpatient Inpatient
Source: Goetzel, Long, Ozminkowski, et al. JOEM 46:4, April, 2004)
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HERO II Study
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Cost Per Capita of Risk Factors
50 100 150 200 250 300 350
347 178.6 128.2 106.2 104.1 80.8 38.3
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Research on Risk-Cost Relationships - Novartis
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Risk Factors and Presenteeism (N = 5,875)
Risk factors predicted .80 – 1.67 additional presenteeism days/year
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Risk-Cost Relationships at PepsiCo
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BMI Breakdown by Category
25% 44% 22% 7% 3%
0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% Normal BMI < 25 Overweight BMI 25-30 Class I BMI 30-35 Class II BMI 35-40 Class III BMI 40+ Percentage Sample In Each BMI Category
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PepsiCo – Overweight / Obese Analysis (N=11,217)
Difference between combined overweight/obese categories and normal weight is displayed Source: Henke RM, Carls GS, Short ME, Pei X, Wang S, Moley S, Sullivan M, Goetzel RZ. The Relationship between Health Risks and Health and Productivity Costs among Employees at Pepsi Bottling Group. J Occup Environ Med. 52, 5, May 2010.
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NHLBI Multi-Center Study: Estimated Annual Costs of Healthcare Utilization, Absenteeism, and Presenteeism by BMI Category
$1,416 $1,180 $2,034 $229 $1,402 $918 $1,544 $155 $182 $1,200 $872 $1,535 $149 $178 $219 $0 $500 $1,000 $1,500 $2,000 $2,500
Presenteeism Absenteeism Days Hospital Admissions Emergency Room Visits Doctor Visits
Normal Overweight Obese
* * * * * Source: Goetzel RZ, Gibson TB, Short ME, Chu BC, Waddell J, Bowen J, Lemon SC, Fernandez ID, Ozminkowski RJ, Wilson MG, DeJoy
2010 Jan;52 Suppl 1:S52-8.
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J&J Study – Health Affairs, March 2011
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Health Risks – Biometric Measures -- Adjusted
Results adjusted for age, sex, region * p<0.05 ** p<0.01
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Health Risks – Health Behaviors -- Adjusted
Results adjusted for age, sex, region * p<0.05 ** p<0.01
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Health Risks – Psychosocial -- Adjusted
Results adjusted for age, sex, region * p<0.05 ** p<0.01
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Adjusted Medical and Drug Costs vs. Expected Costs from Comparison Group
Average Savings 2002-2008 = $565/employee/year Estimated ROI: $1.88 - $3.92 to $1.00
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VANDERBILT UNIVERSITY
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SEVEN YEAR AGGREGATE AND COHORT ANALYSIS
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PHYSICAL ACTIVITY
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OBESITY
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SMOKING
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Vanderbilt – 8-Year Study
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Obesity and Diabetes
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http://www.thehealthproject.com
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But…what about the Value-on-Investment (VOI)?
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Wall Street Studies
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Ray Fabius’ 2013 study
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American College of Occupational and Environmental Medicine (AECOM) Corporate Health Achievement Award (CHAA) Winners – 1996 - 2013
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ACOEM Winners vs. S&P 500
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HERO Study: Connecting Corporate Health and Wellness Best Practices to Superior Market Performance
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Grossmeier et al., HERO S&P Study
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HERO Study Results
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Koop Award Winners and S&P 500 Index
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Koop S&P Study
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Koop Winners: 1999-2014
BP America BP 2014 Eastman Chemical EMN 2011 Prudential Financial PRU 2011 Pfizer, Inc. PFE 2010 The Volvo Group VOLVF 2010 Alliance Data Systems Corp ADS 2009 Dow Chemical Company DOW 2008 International Business Machines IBM 2008 Pepsi Bottling Group PBG 2007 WE Energies WEC 2007 Union Pacific Railroad UNP 2005 UAW-GM GM 2004 Johnson & Johnson Services, Inc JNJ 2003 FedEx Corp. FDX 2002 Motorola Solutions Inc. MSI 2002 Citibank C 2001 Union Pacific Railroad UNP 2001 Northeast Utilities NU 2001 Caterpillar Inc. CAT 2000 Cigna Corp. CI 2000 DaimlerChrysler Corporation DDAIF 2000 Fannie Mae FNMA 2000 Aetna AET 1999 Pfizer, Inc. PFE 1999 Glaxo Wellcome GSK 1999 UNUM/ Provident UNM 1999
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HERO Scorecard Study
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Average Change in Medical Expenditures
Average Percent Change in Medical Expenditures Over Three Years for the Study Sample (Adjusted to 2012 Dollars – Not Adjusted for Confounders)
20 40 60 80 100 120 140 160 180 200
0.0% 2.0% 4.0% 6.0% 8.0%
Total Hero Scorecard Score Average Percent Change in Medical Expenditures from 2009 - 2011
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Comparison of Expenditures by HERO Score, Adjusted for Confounders
Predicted Average Annual Per Member Healthcare Expenditures (Adjusted to 2012 dollars) for Organizations with High and Low HERO Scores
2009 2010 (% Change from 2009) 2011 (% Change from 2010) LOW $3,048 $3,050 $3,051 HIGH $2,948 $2,901 $2,855 $2,800 $2,850 $2,900 $2,950 $3,000 $3,050 $3,100
Adjusted Annual Cost HERO Score
(0.05%) (0.05%) (-1.6%) (-1.6%)
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Getting the Word Out on Best and Promising Practices in Workplace Health Promotion
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Case Studies – Companies That Do It “Right”
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Kent et al., JOEM Study
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Transamerica Employer Guide
https://www.transamericacenterforhealthstudies.org/health-wellness
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Harvard Business Review Translation
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Employer Playbook
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It’s a way of life
– Business Mission – Built Environment – Performance Metrics – Programs, Policies, Health Benefits
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their part to support a culture of health
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Relentless Surround Sound
– Consistent – Constant – Engaging – Targeted
variety of channels
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Design/Implementation
Design
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barriers
the easy choice
theory/practice
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with Follow-up -- PLUS
(USPSTF Guidelines)
Counselors
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paths to motivate, reward, and help employees achieve their goals
amounts
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culture
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Modified Worksite Health Promotion (Assessment of Health Risk with Follow-Up) Logic Model adopted by the CDC Community Guide Task Force
STRUCTURE PROCESS OUTCOMES Workplace Health and Wellbeing
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This Is Hard!
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Workplace Health and Wellbeing Works – If You Do it Right!
Financial Outcomes Health Outcomes
QOL and Productivity Outcomes
Cost savings, return on investment (ROI) and net present value (NPV). Where to find savings:
(STD)
based medicine.
reduction, health improvement.
productivity
employer of choice
responsibility (CSR)
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Another Benefit: Engaged Workers Who Love Their Job!
Old Paradigm
New Paradigm
emotional, social, financial, spiritual)… leads to
AND HIGH VALUE
http://www.jhsph.edu/promoting-healthy-workplaces
Thank You!
Ron Z. Goetzel, Ph.D. Senior Scientist at the Johns Hopkins Bloomberg School of Public Health Vice President at Truven Health Analytics, an IBM Company ron.goetzel@truvenhealth.com Learn about Promoting Healthy Workplaces project at: http://goo.gl/ui1rBQ Follow us on Twitter @JHU_IHPS Connect with us on LinkedIN