Lessons from a

Successful Wellness Launch

2

An Industry in Flux

Background

3

No “Sneaker Programs”

lesson:Make It Meaningful

4

Savings Sell Easier than Investments

lesson:Reallocate When Possible

5

The Top-Down ApproachHas its Limitations

lesson:Drum Up Grassroots

Support

6

•Local & Firm-wide Committees•Branded Program•Comprehensive Wellness Website•Biometric Screenings•Online H.R.A.•Phone Coaching•Onsite Programs (vary by location)•Soft Incentives

Year 1:Launch Components

7

Local Flavor TrumpsCentralized Command

lesson:Buy-In Begins at Home

8

Identify Key Constituenciesto be Represented

lesson:Seed Committees

Strategically

9

•Local & Firm-wide Committees•Branded Program•Comprehensive Wellness Website•Biometric Screenings•Online H.R.A.•Phone Coaching•Onsite Programs (vary by location)•Soft Incentives

Year 1:Launch Components

10

The Fox Wellness Brand

11

•Local & Firm-wide Committees•Branded Program•Comprehensive Wellness Website•Biometric Screenings•Online H.R.A.•Phone Coaching•Onsite Programs (vary by location)•Soft Incentives

Year 1:Launch Components

12

Let Cost-Benefit Analysis Lead to Fine Tuning, not the Chopping Block

lesson:Keep Core Components

Flexible

13

•Local & Firm-wide Committees•Branded Program•Comprehensive Wellness Website•Biometric Screenings•Online H.R.A.•Phone Coaching•Onsite Programs (vary by location)•Soft Incentives

Year 1:Launch Components

14

Self-Defense Skills Can Cut Healthcare Costs

lesson:Arm Them with More

Than Info

15

What Works with YogaMay Not Work with Stress Management

lesson:Know Your Corporate

Culture

16

•Local & Firm-wide Committees•Branded Program•Comprehensive Wellness Website•Biometric Screenings•Online H.R.A.•Phone Coaching•Onsite Programs (vary by location)•Soft Incentives

Year 1:Launch Components

17

...at least Not in Year One

lesson:Financial ROI Isn’t

Everything

18

Focus Your Audience

lesson:Keep It Simple

19

•H.R.A. Time Limits•Commitment-Based Incentives•More Self-Directed Options•Office Manager Accountability

Year 2:Assess & Adjust

20

Eliminate Invitations to Procrastinate

lesson:Urgency Motivates Action

21

•H.R.A. Time Limits•Commitment-Based Incentives•More Self-Directed Options•Office Manager Accountability

Year 2:Assess & Adjust

22

“Pledge” to Build a Continuum

lesson:Motivate for Sustained

Involvement

23

•H.R.A. Time Limits•Commitment-Based Incentives•More Self-Directed Options•Office Manager Accountability

Year 2:Assess & Adjust

24

•Full-Time Wellness Staffer•Non-Compliance Penalties•Health Fair•Vending Machine Calorie Counts•In-House Newsletter•Wellness Communications Consultant•Reprise Financial Wellness•Promote Healthy Workplace Award

Year 3:Options Under Consideration

25

Signify that “Wellness” Matters

lesson:Titles Confer Power

26

•Full-Time Wellness Staffer•Non-Compliance Penalties•Health Fair•Vending Machine Calorie Counts•In-House Newsletter•Wellness Communications Consultant•Reprise Financial Wellness•Promote Healthy Workplace Award

Year 3:Options Under Consideration

27

•Full-Time Wellness Staffer•Non-Compliance Penalties•Health Fair•Vending Machine Calorie Counts•In-House Newsletter•Wellness Communications Consultant•Reprise Financial Wellness•Promote Healthy Workplace Award

Year 3:Options Under Consideration

28

Not All PopulationsReflect National Averages

lesson:Use Your Data

29

•Full-Time Wellness Staffer•Non-Compliance Penalties•Health Fair•Vending Machine Calorie Counts•In-House Newsletter•Wellness Communications Consultant•Reprise Financial Wellness•Promote Healthy Workplace Award

Year 3:Options Under Consideration

30

Personal Finances Affect Wellness

lesson:Money Matters

31

•Full-Time Wellness Staffer•In-House Newsletter•Wellness Communications Consultant•Non-Compliance Penalties•Health Fair•Vending Machine Calorie Counts•Reprise Financial Wellness•Promote Healthy Workplace Award

Year 3:Options Under Consideration

32

Wellness Benefits Bolster Recruiting & B2B Efforts

lesson:Recognition Helps

Externally

33

Good P.R. Gets Management Support

lesson:Recognition Helps

Internally

34

Questions

Lessons from a

Successful Wellness Launch