Know the Assessment Product Workplace Solutions Assessment Certification Training

1. Know the Assessment ProductWorkplace Solutions AssessmentCertification Training Jeff Cross, MPH Employer Initiative Product Manager

2. Workplace Solutions Assessment: Training Objectives • Know the employer Best Practices for chronic disease prevention • Know the business case for chronic disease prevention • Know the goals of using WS Assessment and key features of the product • Know each step of WS Assessment product delivery: Recruit, Survey, Report, and Present

3. Workplace Solutions Assessment: Snapshot • What is it? • A tool for ACS staff to survey employer cancer control & wellness practices, and recommend evidence-based strategies to improve employee health behaviors.

4. Employer Consulting:Nationwide Strategy Previously, ACS had multiple employer consulting products Jan ’05, Nationwide workgroup proposed a two-tier approach using parts of existing materials and data from GW pilot project. The two new products are: Workplace Solutions Assessment Workplace Solutions Consulting Assessment available nationwide. Five divisions currently field testing Consulting.

5. Assessment v. Consulting • Assessment • Recruit: Any size employer Survey: 20 questions, yes/no, asks about Best Practices only Reporting: Basic feedback: current standings listed, recommendations described, effectiveness & generic ROI estimates cited Support: additional ACS products and materials Advantages: quick, easy to deliver, creates cross-selling opportunities • Consulting Recruit: Large employers, access to decision-maker Survey: 50 questions, yes/no, multiple response, and comments field. Asks about Best Practice and related/supportive activities Reporting: “Enhanced feedback” current practices scored, recommendations described and ranked, ‘supportive’ practices that may facilitate implementation of Best Practices Support: Solution Sets (including company-specific ROI, etc.)

6. WPS Assessment: Features • Prevention focus: preventing cancer means preventing other chronic diseases, too • Evidence-based: The Community Guide • Web-based tool to auto-generate feedback reports • Free and available to ALL employers

7. WPS Assessment: Achieving Mission Impact Assessment

9. WPS Assessment: Evidence Sources • Where do the Best Practices come from?U.S. Task Force on Community Preventive Services • http://www.thecommunityguide.org • What is the Community Guide? • “The Community Guide summarizes what is known about the effectiveness, economic efficiency, and feasibility of interventions to promote community health and prevent disease.” • “The Task Force on Community Preventive Services makes recommendations…based on the evidence gathered in the rigorous and systematic scientific reviews of published studies…”

10. WPS Assessment: Business Case for Prevention • Why should employers care? • Labor Costs Are Huge in the U.S. • Health Care: A Huge Part of Labor Costs • Chronic Diseases: A Huge Part of Health Care • And Don’t Forget Productivity

11. WPS Assessment: Business Case for Prevention For employers, chronic diseases are key… • Cancer leading cause of death among working age adults. • Chronic diseases 40% of health expenditures, nationally; 25-35% of employer-paid expenditures • Chronic diseases = 70% of all U.S. deaths • 68% of morbidity and mortality is preventable • Also: Absenteeism, job performance, safety/workers comp., life insurance, retiree benefits, liability, human capital, corporate image…

12. WPS Assessment: Business Case for Prevention Preventive care is often missing… Source: Partnership for Prevention Survey of Employers, 2001 data

13. WPS Assessment: Business Case for Prevention Prevention is Missing at Worksites… Source: Partnership for Prevention Survey of Employers, 2001 data

14. WPS Assessment: Business Case for Prevention Prevention Strategies Minimize Costs • Reduce occurrence of chronic disease • Avert high-cost claims for treatment • Enhance productivity & work climate • Use healthcare/wellness dollars wisely

15. Workplace Solutions Assessment: Product Delivery Cycle Recruit - Companies (not sites) - All employers eligible - Seek company decision-makers Time: Variable Survey 1. Create Company Profile: Enter # employees and sites, contact info 2. Survey Company: Enter company responses Time: 30min – 1 hour Report 3. Prepare Report: Click to create, proof & customize 4. Submit Report: upload final, edited version Time: 1 hr. Present - Send Report + Response Sheet - Incl. Best Practices, CFF, ACS Screen. Guidelines (opt.) - “Report-back” presentation (opt.) Time: 1 hr 4 Online Steps

16. WPS Assessment: Recruit Prospecting • ALL employers are eligible • Consider: • Health Insurance • Workforce (older, longer tenure) • Timing (HR availability) • Potential gains • Who to Contact • Company decision-makers • Human Resources (VP, Dir) • Benefits (Manager) • CMO (medical officer)

17. WPS Assessment: Recruit • What to walk away with… • Commitment to participate from knowledgeable company rep. in all key steps/mtgs. • Plan of Action: client involvement, timeline (next meeting) • Clear Expectations: client knows what kind of feedback to expect (recommendations)

18. WPS Assessment: Recruit • Survey: • “The first step is to complete the Assessment survey. It’s just 20 question and requires about 30 minutes. You and others familiar with your company’s health benefits, policies, and programs may respond.” • Analysis: • “Once the survey is complete, we’ll compare what your company is doing to our Best Practices. This will allow us to identify specific evidence-based opportunities for improving employee health at your company.” • Feedback: • “Within a week, I will send you a Recommendations Report. That report will contain a concise overview of specific cost-effective prevention opportunities. It will also point out where ACS can help.” What’s involved in the Assessment process?

19. WPS Assessment: Recruit • How Will Assessment Help My Company? • Control health care costs: Assessment targets your single biggest cost-driver—chronic disease • Improve employees’ health behaviors: Assessment will help align your company’s benefits, policies, and programs so they consistently encourage the healthy behaviors that you want employees to adopt. • Provide proven strategies: For instance, there are a lot of physical activity programs to consider—some better than others. The Assessment Recommendations Report will spec-out which features to look for—based on research findings from the U.S. Preventive Services Task Force.

20. WPS Assessment: Staff Tool www.acsworkplacesolutions.com Certification Training required before username and password issued

21. Welcome Click here! Find support materials here

22. WPS Assessment: Getting Started

23. Step One: Create Company Profile

24. WPS Assessment: Create Company Profile • Asks for • # U.S. employees • # worksites • Primary company contact • Can be modified later

25. Step Two: Survey Company Be sure you’re surveying the correct company Also available as .pdf on Resources Page Only Staff will enter responses

26. WPS Assessment: Conduct Survey • Survey Format • 20 yes/no questions about Best Practices • Offer in-person, by phone, or electronically • About 30 mins. to administer • Respondent needs to have basic knowledge of benefits and company practices • Hyperlinked terms

27. WPS Assessment: Conduct Survey • In-person is best • Company-level survey (not worksite) • For multiple sites or health plans, ask do ALL follow sites/plans follow best practice • Yes/No troubles, consider: • Is it implemented in all applicable places? • Does it reach maximum number of employees? • Take notes

28. Step Three: Prepare Report Save as WORD document and edit prior to step 4

29. WPS Assessment: Prepare Report • Report Format • 5-7 page, management-ready Recommendations Report. • Exec. Summary • Purpose, Process • Business case • Recognizes Best Practices in-place • Calls-out Best Practice opportunities • Introduces other ACS products

30. WPS Assessment: Prepare Report • Click! (Get a response sheet, too) • Must Do’s: • Format & Proofread • Upload final report • Optional: • Tailoring (insert company-specific details and/or creative implementation ideas) • Include Sell Sheets, Best Practices list, Cancer Facts & Figures, ACS Screening & Early Detection Guidelines

31. Step Four: Submit Report Will search your files for the edited and formatted version of your report

32. WPS Assessment: Deliver Recommendations • Presentation Format (model) • In-person “report-back” • Review recommendations, show where ACS can help, take questions • Overall Goal: implementation of Best Practice & mission support • Focus: relationship development & cross-selling

33. WPS Assessment: Deliver Recommendations • Not an Expert? • PowerPoint hand-out (use samples, talking points) • Set the Tone (“opportunities” vs. “recommendations”) • Be the connector, not the guru • Or skip presenting • Remember, this is your tool to help build employer relationships

34. Additional Resources

35. Additional Support

36. Workplace Solutions Assessment:Get Started! • Congratulations! You are Assessment certified. • URL, Log-in, and Password will be emailed by end of this week • EI mailbox for questions and suggestions