1. Wellness Planning Tips for Small and
Medium Size Businesses
Larry S. Chapman MPH
President and CEO
Chapman Institute
Seattle, WA 98155
(206) 364-3448
LChapman@ChapmanInstitute.net
1

2. Agenda
• What planning models work well with
small and medium size organizations?
• Ten planning tips
• Summary of main points
• A little bit about the Chapman Institute…
2
© Chapman Institute. All rights reserved.

3. First….
What planning models
Introduction to incentives in
work well with small and
worksite health promotion
medium size
organizations?
3
© Chapman Institute. All rights reserved.

4. My Definitions…..
Wellness: “An intentional choice of a lifestyle characterized by
personal responsibility, moderation, and maximum personal
enhancement of physical, mental, emotional and spiritual
health.”
Worksite Wellness Program: “An organized program in the
worksite that is intended to assist employees and their family
members (and/or retirees) in making voluntary behavior
changes which reduce their health and injury risks, improve
their health consumer skills and enhance their individual
productivity and well-being.”
Source: Chapman, L. Planning Wellness: Getting Off to a Good Start, Chapman Institute, 2013, p. 207.
4
© Chapman Institute. All rights reserved.

5. Lots of Ways to “Do” Wellness…
Population
Program Model Quality of Work Traditional
Health
Life Approach Approach
Management
• Fun activity focus • Mostly health focus • Add productivity
• No risk reduction • Some risk reduction • Strong risk reduction
• No high risk focus • Little high risk focus • Strong high risk focus
• Not HCM oriented • Limited HCM oriented • Strong HCM oriented
Main Features • All voluntary • All voluntary • Some required activity
• Site-based only • Site-based only • Site and virtual both
• No personalization • Weak personalization • Strongly personal
• Minimal Incentives • Modest Incentives • Major Incentives
• No spouses served • Few spouses served • Many spouses served
• No evaluation • Weak evaluation • Rigorous evaluation
Primary Focus Morale-Oriented Activity-Oriented Results-Oriented
Source: Chapman, L. Planning Wellness: Getting Off to a Good Start, Chapman Institute, 2013, p. 225.
5
© Chapman Institute. All rights reserved.

6. Larger Organization Program Planning Model
6
© Chapman Institute. All rights reserved.

7. Small and Medium Size Program Planning Model
Step #1 Scope the Program
Step #2 Plan Infrastructure Six Step to
Designing Your
Step #3 Plan Communications Wellness Program
for Small and
Step #4
Plan Health Management Medium Size
Process
Organizations
Step #5 Plan Group Activities
Plan Supportive
Step #6 Environment
Source: Chapman, L., Planning Wellness: Getting Off to a Good Start, 2013, p. 225.
© Chapman Institute. All rights reserved.

8. Next Topic….
TenIntroduction to incentives in
planning tips
worksite health promotion
8
© Chapman Institute. All rights reserved.

9. Planning Tip #1
Make sure you clearly
understand your
“mandate”.
• Idea only?
• Feasibility?
• Brief proposal?
• Major proposal?
• Program?
9
© Chapman Institute. All rights reserved.

10. Planning Tip #2
Plan on a One Page
Summary of the
Program Proposal
• Exec Summary
• Overview
• Needs
• Mission and vision
• Proposed activities
• Budget
• Evaluation plan
• Next steps
• Exhibits
10
© Chapman Institute. All rights reserved.

11. Planning Tip #3
“Scope” the program
as soon as possible.
• Target population?
• Launch date?
• General focus?
• Program model?
• Primary goals?
• Participants?
• Incentives?
11
© Chapman Institute. All rights reserved.

12. Planning Tip #4
Identify the needed
administrative
infrastructure
• Brand?
• Coordinator?
• Budget?
• Vendors?
• Advisory Committee?
• Champions?
• Work program?
• Calendar?
12
© Chapman Institute. All rights reserved.

13. Planning Tip #5
Lay out the
communications
activity and program
marketing activity.
• eHealth portal?
• Wellness newsletter?
• Online modules
• Emails?
• Champions?
• Calendar?
• Meeting announcements?
13
© Chapman Institute. All rights reserved.

14. Planning Tip #6
Identify the health
management process
options to be
provided.
• HRA?
• Coaching?
• Screening?
• eHealth portal?
14
© Chapman Institute. All rights reserved.

15. Planning Tip #7
Plan out the group
activities
• Walking club?
• Recreation?
• Lunch n’ learn?
• Vendors?
• Advisory Committee?
• Champions?
• Work program?
• Calendar?
15
© Chapman Institute. All rights reserved.

16. Planning Tip #8
Plan out the
“supportive
environment”
changes to be
made.
• Smoking policy?
• Flex-time?
• Health plan design?
• Exercise facility?
• Food choices at work?
16
© Chapman Institute. All rights reserved.

17. Planning Tip #9
Make sure you
address “AMSO”.
• Awareness
• Motivation
• Skill acquisition
• Opportunity to practice
17
© Chapman Institute. All rights reserved.

18. Planning Tip #10
Plan a simple
program evaluation
process.
• Participation
• User feedback
• HRA changes
• Biometric changes
• Sick leave
• Presenteeism
18
© Chapman Institute. All rights reserved.

19. Next Topic….
Summary of main
Introduction to incentives in
points
worksite health promotion
19
© Chapman Institute. All rights reserved.

20. Summary of Main Points
• Programs for small and medium size organizations need to be well
designed, but can be simpler.
• Must define “wellness” for your organization.
• Lots of different ways to do wellness.
• The planning approach for small and medium size organizations is
not as complex as for large organizations.
• The six step program planning model works well for small and
medium size organizations.
• Each step in the planning model requires choices and is related to
the other steps.
• Its important that your program addresses “AMSO”.
• Its important to do formal evaluation of your program.
20
© Chapman Institute. All rights reserved.

21. Next Topic….
A little bit about the
Introduction to incentives in
Chapman Institute…
worksite health promotion
21
© Chapman Institute. All rights reserved.

22. The Chapman Institute
WellCertsm Program: “The premier
practitioner certification program for the
Worksite Wellness field.”
 Five (5) levels of professional certification
for worksite wellness practitioners. Both Online
and Onsite:
- CWPC (Level 1) May & Sept, 2013
- CWPM (Level 2) May & Sept, 2013
- CWPD (Level 3)
- CWWPC (Level 4)
- CWWP (Level 5)
 30+ recertification online modules
 eBooks
“New Research Findings”
“Excellent National Wellness Resources”
Visit www.chapmaninstitute.net
22
© Chapman Institute. All rights reserved.

23. Questions…
Larry S. Chapman MPH
(206) 364-3448
LChapman@ChapmanInstitute.net
www.ChapmanInstitute.net
23
© Chapman Institute. All rights reserved.