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WELLNESS
                   Better Lives. Better
                        Business.




Amy Kramer, Solution Design Strategist

                                  Proprietary and Confidential © 2013 Maritz   1
Why are wellness programs important?


• 3rd largest expense for companies is benefits
• $4.6 trillion in healthcare costs by 2020
• 19.8% of GDP
• 125 billion in national absenteeism costs annually




                                                   Proprietary and Confidential © 2013 Maritz   2
Current healthcare environment


•   Erosion of corporate profitability
•   Individuals are disengaged from their own care
•   Direct correlation between lifestyle and healthcare claims
•   Shifting employee health behavior from treatment to prevention
•   Employee disengagement – low ROI on wellness initiatives
    due to lack of participation and engagement




                                                            Proprietary and Confidential © 2013 Maritz   3
How do we get better wellness outcomes?


                                                 Develop a
                                                 sense of
                                                 personal
                                        A    B



                                        D    C   responsibility
                                                 .



PROPRIETARY AND CONFIDENTIAL © MARITZ 2011                    4
Extraordinary Measures:
A study on impacting workplace wellness


        • What is the impact of rewards on
          wellness behavior?
        • What is the impact of having a
          choice of wellness activities?
        • What is the impact of social
          support?




                              Proprietary and Confidential © 2013 Maritz
What have we found successful
                  in wellness programs?

• Rewards = an average of 1 mile
  more per day
• Rewards = completion of
  journaling tasks 25 percent more
  often
• Choice = higher goal completion
• Social support = increase in
  average daily steps
 *Maritz Research Study, 2012



                                        Proprietary and Confidential © 2013 Maritz   6
More results



• 1 of 3 participants reported weight loss
• 1 in 2 reported more energy
• >50 % reported a more positive mindset.




                                   Proprietary and Confidential © 2013 Maritz   7
How do we design a more effective program?



• Understand and apply human
  sciences
• Understand and apply wellness best
  practices
• Align with your culture and
  organizational values
• Executing the right program
  components




                 Based on the work of Paul Lawrence and Nitin Nohria at Harvard Business School
                                  ©2011 The Maritz Institute. All rights reserved.                Proprietary and Confidential © 2013 Maritz   8
Tap into the drives of people
acquire            bond




          choice




defend             create

                            Proprietary and Confidential © 2013 Maritz   9
Apply wellness best practices
•   Make it personal
•   Apply insights and knowledge of your participants to drive more meaning
•   Connect to organization’s culture and lead from the top
•   Make is fun, make it easy




                                                             Proprietary and Confidential © 2013 Maritz   10
How do we incorporate wellness into existing
        employee/member experience?

                   Recognition
        Training                   Sales
                                 Incentives



                     Rewards                    Service
Innovation           Platform                 Anniversary




       Wellness                    Safety
                       Top
                    Performer


One platform. One currency. One engaging
               experience.          Proprietary and Confidential © 2013 Maritz   11
Executing the “right” program elements

              Strategy             Education
              & Design          Communications




                   Model Behaviors         Measurement
 Technology                                & Feedback
                          Improved
                         Performance




                                   Program
              Rewards             Management




                                                 Proprietary and Confidential © 2013 Maritz
Goal: Drive Advocacy and Influence



                                                                                               Influence
                                                                                               Achieving brand
                                                                                               alignment and program
                                                                                               advocacy


                                                         Commitment
                                                         Driving active and sustained
                                                         commitment to program
                                                         objectives and personal
                                                         health

                          Participation
                          Enabling enrollment and
                          encouraging initial activity


Awareness
Creating interest
in the program and
the concept of wellness




                                                                                        Proprietary and Confidential © 2013 Maritz
How does this translate into economic value?


                                                             3:1 ROI
                                                                                                  Total Economic
Well-Being                        Total Healthcare                       Performance              Value Increases
Improves                          Cost Decreases                          Increases
                                           $68 billion
                                              27%                         $254 billion
                                           $60 billion

Source: *University of Michigan, 2007   ** Milken Institute, 2007




                                                                    14                   Proprietary and Confidential © 2013 Maritz   14
What other values are we creating?
                      Organization
             y
          nc                          Ad
     p are                               vo
  ans                                       ca
                                              cy
Tr                n
              t io                   En
                                        ga
           ica                            ge
        un                                   me
    mm                                          nt
 Co
                                      Tr
          u st                          us
                                          t
        Tr


                      Employee
                                       Proprietary and Confidential © 2013 Maritz   15
Thank you.

             Amy Kramer, CRP
       Wellness Subject Matter Expert
         Solution Design Strategist
               636.827.4839
         amy.kramer@maritz.com
        www.maritzmotivation.com
http://maritzmotivationsolutionsblog.com/
              @wellnessdynamo




                                       Proprietary and Confidential © 2013 Maritz

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Wellness Programs Drive Lower Costs and Higher Performance

  • 1. WELLNESS Better Lives. Better Business. Amy Kramer, Solution Design Strategist Proprietary and Confidential © 2013 Maritz 1
  • 2. Why are wellness programs important? • 3rd largest expense for companies is benefits • $4.6 trillion in healthcare costs by 2020 • 19.8% of GDP • 125 billion in national absenteeism costs annually Proprietary and Confidential © 2013 Maritz 2
  • 3. Current healthcare environment • Erosion of corporate profitability • Individuals are disengaged from their own care • Direct correlation between lifestyle and healthcare claims • Shifting employee health behavior from treatment to prevention • Employee disengagement – low ROI on wellness initiatives due to lack of participation and engagement Proprietary and Confidential © 2013 Maritz 3
  • 4. How do we get better wellness outcomes? Develop a sense of personal A B D C responsibility . PROPRIETARY AND CONFIDENTIAL © MARITZ 2011 4
  • 5. Extraordinary Measures: A study on impacting workplace wellness • What is the impact of rewards on wellness behavior? • What is the impact of having a choice of wellness activities? • What is the impact of social support? Proprietary and Confidential © 2013 Maritz
  • 6. What have we found successful in wellness programs? • Rewards = an average of 1 mile more per day • Rewards = completion of journaling tasks 25 percent more often • Choice = higher goal completion • Social support = increase in average daily steps *Maritz Research Study, 2012 Proprietary and Confidential © 2013 Maritz 6
  • 7. More results • 1 of 3 participants reported weight loss • 1 in 2 reported more energy • >50 % reported a more positive mindset. Proprietary and Confidential © 2013 Maritz 7
  • 8. How do we design a more effective program? • Understand and apply human sciences • Understand and apply wellness best practices • Align with your culture and organizational values • Executing the right program components Based on the work of Paul Lawrence and Nitin Nohria at Harvard Business School ©2011 The Maritz Institute. All rights reserved. Proprietary and Confidential © 2013 Maritz 8
  • 9. Tap into the drives of people acquire bond choice defend create Proprietary and Confidential © 2013 Maritz 9
  • 10. Apply wellness best practices • Make it personal • Apply insights and knowledge of your participants to drive more meaning • Connect to organization’s culture and lead from the top • Make is fun, make it easy Proprietary and Confidential © 2013 Maritz 10
  • 11. How do we incorporate wellness into existing employee/member experience? Recognition Training Sales Incentives Rewards Service Innovation Platform Anniversary Wellness Safety Top Performer One platform. One currency. One engaging experience. Proprietary and Confidential © 2013 Maritz 11
  • 12. Executing the “right” program elements Strategy Education & Design Communications Model Behaviors Measurement Technology & Feedback Improved Performance Program Rewards Management Proprietary and Confidential © 2013 Maritz
  • 13. Goal: Drive Advocacy and Influence Influence Achieving brand alignment and program advocacy Commitment Driving active and sustained commitment to program objectives and personal health Participation Enabling enrollment and encouraging initial activity Awareness Creating interest in the program and the concept of wellness Proprietary and Confidential © 2013 Maritz
  • 14. How does this translate into economic value? 3:1 ROI Total Economic Well-Being Total Healthcare Performance Value Increases Improves Cost Decreases Increases $68 billion 27% $254 billion $60 billion Source: *University of Michigan, 2007 ** Milken Institute, 2007 14 Proprietary and Confidential © 2013 Maritz 14
  • 15. What other values are we creating? Organization y nc Ad p are vo ans ca cy Tr n t io En ga ica ge un me mm nt Co Tr u st us t Tr Employee Proprietary and Confidential © 2013 Maritz 15
  • 16. Thank you. Amy Kramer, CRP Wellness Subject Matter Expert Solution Design Strategist 636.827.4839 amy.kramer@maritz.com www.maritzmotivation.com http://maritzmotivationsolutionsblog.com/ @wellnessdynamo Proprietary and Confidential © 2013 Maritz