New Leaf Response to RFP - JLM Industries: Development & Adoption of Workplace Wellness Services

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    JLM Industries:

    Development and Adoption of Workplace Wellness Services

    Response to Request for ProposalNovember 7, 2010

    Karyn N. Lewis

    Director, New Leaf, L.L.C.

    255 Culver Road

    Rochester, NY 14607

    (585)759-0115 (Voice)

    (585)759-0119 (Fax)

    [email protected]

    www.newleafllc.com

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    Table of Contents

    1 Executive Summary 3

    Situation 3

    Organization 3

    Solution 3

    Results 4

    2 Statement of Need 4

    3 Project Description 5

    Goals & Objectives 5

    Methods 5

    Program Structure 7

    Staffing/Administration 8

    Evaluation 8

    Sustainability 8

    4 Budget 8

    Brief 4-8 Week Packages 9

    4-8 Week Intensive Educational Coaching Option 9

    12 Week Extended Package 9

    12-Week Comprehensive Health Coaching Option 9

    5 Organizational Information 10

    6 Conclusion 11

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    1 Executive Summary

    Situation

    U.S. health and labor statistics make it alarmingly clear: declining physical fitness has created an

    escalating financial crisis and diminished quality of life for a large proportion of our population.

    Nonetheless, there is real potential for business savings from a well-designed wellness program, which

    can cut health risks in half or even eliminate them. With an effective wellness program, businesses can

    also benefit from improved productivity, decreased workers compensation claims, decreased employee

    turnover, and improved employee morale. To achieve these benefits, however, its essential to provide a

    comprehensive approach focused on results-proven interventions New Leaf L.L.C. can provide just that.

    Organization

    New Leaf, L.L.C. is the leading local provider of one-on-one wellness coaching and related services

    delivered directly to employees in the workplace by certified coaches. Privately held and operated out ofRochester, NY since 2000, we are a progressive company determined to assist individuals across the

    Western NY area in the pursuit of health and wellbeing. Our business offers an effective and nationally

    accredited alternative to the standard approach to employee wellness by delivering an active,

    personalized strategy.

    Our professional coaches are highly trained to tailor their support to meet the needs of each employee

    utilizing wellness coaching methods including engagement, cues to action, reciprocal determinism, and

    outcome expectancy to get employees more interested, more committed, more responsive, and more

    actively involved in every aspect of wellness than ever before.

    Solution

    New Leaf, L.L.C. will provide JLM Industries employees a comprehensive approach to improving health

    and fitness within the workplace by implementing a personalized coaching program designed to

    encourage healthy lifestyle changes. Based on a tiered pricing system to accommodate a variety of

    wellness budgets and schedules, the proposed program encompasses two essential parts within a span of

    4 to 12 weeks:

    1. The assistance of our in-house professionally certified experts in fitness, nutrition, and health toprovide individualized coaching services to all employees

    2. Online services for health education and progress tracking to include topics such as fitness,nutrition, disease management/prevention, emotional/mental well-being, stress, and safety

    Our coaches will provide support and direction throughout each employees personalized wellness plan to

    assist them in initiating and sustaining action and persisting with their health and wellness goals. Also

    provided will be the use of technology for paperless tracking of fitness goals and a virtual wellness

    community with postings on health tips, nutritional guides, and other fitness activities.

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    Results

    This corporate wellness program will assist your employees in three ways: it will motivate your employees

    to pursue healthy lifestyles, educate your employees about health risk factors, and facilitate youremployees into taking action that will improve their health and well-being. As a result of our proposed

    program, your employees will:

    Receive enthusiastic and sincere support to sustain what's working Gain perspective to identify and resolve obstacles that are blocking their success End the cycle of starts-and-stops falling short of their desired results Become a champion for their values and purpose Discover the power of accountability Enjoy confidential, convenient and effective methods

    2 Statement of NeedThe U.S. annual healthcare spending has ballooned to more than $2.2 trillion, or 16% of the gross

    domestic product (GDP) since 2002. In fact, the U.S. Department of Health and Human Services reports

    that modifiable health-damaging behaviors (such as tobacco use, lack of physical activity, and poor eating

    habits) account for 33% of all U.S. deaths, or about 800,000 per year. These alarming statistics make it

    clear that our collective declining physical fitness has created an escalating financial crisis and a

    diminished quality of life for a growing proportion of our population. So, what does this have to do with

    your organization?

    Consider this: In 2007 the U.S. Department of Health and Human Services estimated that for every 100

    employees in all organizations (including JLM Industries):

    44 suffer from stress 38 are overweight 31 use alcohol excessively 30 have high cholesterol 26 have high blood pressure 25 have cardiovascular disease 24 do not exercise 21 smoke 12 are asthmatic 6 are diabetic

    The average employee has at least 2 risks linked to increased healthcare costs, decreased productivity,

    and increased absenteeism. Together, these health risks cost the average employer an additional $3,000-

    $4,000 yearly. This shows the real potential for savings from a well-designed wellness program, which can

    cut these risks in half or even eliminate them. With an effective wellness program, businesses can also

    benefit from improved productivity (the average economic impact of health risks on productivity is

    $1,500-2,000 per year/employee), decreased workers compensation claims, decreased employee

    turnover (studies show a 20-30% decrease), and improved employee morale. Plus, employees are

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    happier, less likely to develop serious disease, and more likely to live longer (the average potential

    increase in longevity is 4.5 years per employee).

    Some positive news: rather than simply cutting benefits or shifting costs to employees, more companies

    today are starting worksite wellness programs as a way of controlling high health-care costs. Currently,

    62% of larger companies (with 200+ employees) are providing worksite wellness programs. Even 26% of

    smaller companies (with less than 200 employees) also offer their employees wellness programs with the

    hope of curtailing costs. As seen in the past, however, companies that do not provide comprehensive

    wellness programs generally will not see a positive ROI. Holding an annual health fair, hosting an

    occasional health class, or simply providing employees with printed health information without follow-up

    typically are not enough to generate change or keep healthcare costs from climbing. To achieve savings

    from a wellness program, it is essential for a company to provide a well-run program with comprehensive

    and effective interventions.

    3 Project Description

    Goals & Objectives

    Our main goal is to help JLM Industries employees define and meet their own individual wellness

    objectives. As wellness coaches, we work to set achievable objectives for our clients, hold them

    accountable, and act as a guide, motivator, and support system for each individual. We focus on

    behavioral change by using individually designed programs to meet the unique needs of each person

    while offering creative solutions to help them achieve their objectives. The measurable objectives of this

    program are as follows:

    Increase the number of employees who exercise 2 or more times a week by at least 25% by theend of one 12 week session

    Reduce the overall use of sick leave by at least 2% from the previous 12 week session, after thefirst full 12-week session of program operation

    Improve employees satisfaction with the company, as measured by employee satisfactionsurveys conducted before and after the first 12 week session of program operation - increase the

    average score by at least 10%

    New Leaf, L.L.C. can configure these objectives according to your company needs and values. Other

    measurable objectives may be to reduce workers' compensation costs, reducing absenteeism and

    turnover, improve productivity, lower musculoskeletal injuries, decrease unnecessary emergency room

    visits, decrease or contain healthcare costs, improve dietary habits of employees, and/or reduce other

    health risk factors.

    Methods

    New Leaf, L.L.C. offers an effective and nationally accredited alternative to the standard approach to

    employee wellness by delivering an active, personalized strategy. Using a relationship-driven method

    based on an innovative 7-step behavior change model, our certified wellness coaches will work with your

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    employees one-on-one to identify areas in need of improvement. Our 7-step health behavior change

    model is targeted to meet the specific needs of corporations to improve employee wellness. This proven

    model was developed by Guiding Mindful Change (GMC), a leader in health and wellness coaching

    training and programs. Rather than affecting all segments of employees lives, our coaches narrow in on

    health and wellness using the following formula:

    1. Assess areas of health and wellness employees wish to improve2. Explore options for change3. Identify barriers and obstacles4. Develop a personalized action plan to overcome barriers and achieve objectives5. Ascertain perceived benefits for change6. Identify supports for sustainability7. Provide accountability

    Whether the goal is losing weight, reducing stress, improving nutrition, or training for a half marathon, we

    will provide the resources, education, and support needed to initiate and sustain behavior change. Our

    team of professional coaches will tailor their support to meet the needs of each employee utilizing

    wellness coaching methods such as engagement, cues to action, reciprocal determinism, and outcome

    expectancy, and in doing so will establish an effective, personalized relationship that supports each

    employee to take action toward their personal and professional desires and goals.

    As experienced motivation and behavior change specialists, our personal wellness coaches are skilled in

    guiding people in the face of obstacles. Together we will develop a plan that takes into account how each

    employees job, family commitments, social life, support system, stresses, and any other personal

    challenges they are facing influence their health goals. We will help them develop a realistic plan to work

    on the goals that are important to them. Our coaches will listen to their strengths and challenges and

    recognize what they are already doing well so they can build on this and not waste their valuable time re-

    teaching them things they already know. We realize that a one-size-fits-all health plan is not what theyneed and we will work with them to develop an individualized and personal plan that is both realistic for

    achieving their health goals and that fits comfortably into their busy lives.

    We will not only assist your employees in following through on their eating and exercise goals, but also

    help them to identify other important goals. We will work with your employees to better manage stress

    and emotions, enhance organizational and communication skills (to improve their personal support

    systems) and work towards enhanced self-awareness through mindfulness and other techniques if

    desired. Our coaches and your employees will enter into a partnership for health and wellbeing and work

    collaboratively in the effort to achieve meaningful change. The coach trusts that the client will only

    commit to what is realistic for them, and the coach in turn agrees to push the client to reach beyond the

    moment and honor that commitment through positive action.

    As a result of this program, your employees will:

    Receive enthusiastic and sincere support to sustain what's working Gain perspective to identify and resolve obstacles that are blocking their success End the cycle of starts-and-stops falling short of their desired results

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    Become a champion for their values and purpose Discover the power of accountability

    Enjoy confidential, convenient and effective methods Work with a professional with over 10 years of coaching experience

    Program Structure

    The structure ofJLM Industries employee wellness coaching program will vary depending on the option

    you choose and each employees personal goals. To begin, each employee will complete an online health

    risk assessment. The first coaching appointment(s) will occur within a week or two of the online health

    risk assessment, depending on scheduling factors and chosen method (in person, Skype, or phone). At

    that time we will discuss with each individual employee the barriers and challenges they face and how

    these impact their health and ability to stay motivated. We will go beyond health tips and strategies to

    help examine how all aspects of their lives impact their goals. If needed, our staff will provide guidanceand information to help select the best eating and exercise plan from a range of scientifically sound

    options.

    Once we have a good understanding of the barriers each employee faces, we will ask them to identify the

    things they want to start working on and help to develop a realistic and specific plan to achieve these

    goals. We will identify best-case-scenario goals but also goals that will help each employee succeed when

    new and unexpected challenges arise.

    After the initial session, your employees are not alone! For as long as they remain engaged in one of our

    coaching programs, our coaches will stay in touch by email, telephone or in-person (depending on the

    package type) to help motivate, answer questions, solve problems, develop a deeper understanding of

    the challenges they face, and to assist them in continuing to improve their self-awareness and

    understanding while developing new skills for staying on track. We will also provide continuous access to

    our online support groups, nutrition tools, meal planners, recipes, motivational email and text messaging

    and comprehensive fitness and behavioral information throughout the program.

    Features of our wellness coaching approach include:

    Personalized, confidential, non-biased, effective support to promote change 27 x 7 support hotline and online educational tools Online assessments to track pre- and post-program wellness measures Customized online platform to track participation and goal achievement Feedback via program evaluations Highly trained local certified coaches Post-program impact report

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    Staffing/Administration

    Our staff at New Leaf, L.L.C. is comprised of a team of 10 certified wellness coaches with a range of health

    expertise. Below is a capsule profile for one of our certified wellness coaches, representative of those willwork with your employees.Karyn N. Lewis

    C.E.O., Certified Wellness Coach, & Fitness Instructor

    As founder of New Leaf, L.L.C., Karyn works hard to help individuals achieve goals and overcome personal

    barriers. She holds a bachelor's degree in exercise science from Purdue University, and has worked in the

    fitness industry for over 18 years. She also completed postgraduate work in health administration and

    exercise physiology at Murray State University and received her certificate of completion in Wellness

    Coaching from A.C.S.M partner WellCoach Corporation in 1998.As a certified group fitness instructor as

    well, she knows how to motivate individuals to start managing weight, reducing stress, and living a

    healthier lifestyle. Karyn specializes in developing, planning, and implementing behavior modification

    programs for weight loss, nutrition, fitness, and stress management. She also has extensive experience

    designing health programs for individuals including seniors, youths, diabetics and pre-/post-natal women.

    She enjoys helping clients with a proactive, preventive approach, and her positive spirit has encouraged

    members to remain healthy and happy as long as possible. She has managed New Leaf, L.L.C. since its

    inception in 2000.

    Evaluation

    A Health Risk Assessment (HRA) will be administered to all participating employees prior to the start of

    the wellness coaching program and after the 4-12 week period. The HRA is designed to gather all

    necessary data to track trends and determine needs through self-reported biometric data or individual

    screenings. Participants will be able to complete the assessment via internet or postal mail, and will be

    given the results with analysis and report explaining the results and highlighting any risks.

    Sustainability

    Rather than defining wellness as a static state of being, we prefer to think of it as a continual process of

    making lifestyle choices that maintain or improve our physical and mental well-being. Our corporate

    wellness program assists employees in this continual process in three ways: they motivate employees to

    pursue healthy lifestyles, educate employees about health risk factors and how reducing these factors can

    improve their health, and facilitate employees into taking action that will improve their health and well-

    being.

    4 BudgetWe have conveniently created a tiered pricing system to accommodate a variety of wellness budgets, with

    final pricing determined by package selection and participation. Below are a range of service packages

    designed to meet varying needs and schedules.

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    Brief 4-8 Week Packages:

    These options are designed and recommended both for the newcomer who wishes to lay the foundation

    for their health plan and get a jump start on motivating themselves to achieve their health goals and for

    the veteran of health improvement programs who wants to infuse their existing efforts with an extra shot

    of encouragement to help propel them through difficult times and plateaus. These packages allow each

    individual to develop a strong and sustainable health change program that is resilient in the face of

    barriers and supported under the skilled guidance and encouragement of our certified wellness coaches.

    4-8 Week Intensive Educational Coaching Option:

    This program starts with an intensive private coaching session where each participating employee spends

    50 minutes with one of our certified coaches engaged in a personal health planning and educational

    session with focused instruction in key behavioral lifestyle change skills. It also includes an introduction to

    the website and educational materials tailored towards personal goals and the development of a personalaction plan for change. The initial session is delivered either by phone, Skype, or in-person.

    E-mail , Skype, or telephone interaction as needed (determined on a case-by case basis between

    employee and coach) with one of our coaches for the following 3-7 weeks allows employees to stay on

    track, evaluate their individual plans, set new goals, and solve barriers as they arise. Regular contact

    between employee and coach takes place conveniently within their busy schedules, and customized

    nutrition plans and personal goals and barriers assessment is provided via ourwebsite. This program also

    includes free unlimited access to motivational text messaging, an informational email subscription and

    additional informational resources as need arises, and access provided to support forums where our

    skilled health educators monitor discussions among users who are seeking support in their healthy

    lifestyle. Participation is anonymous for added privacy.

    Registration Fee:

    4 Week Program = $195.00 per employee

    8 Week Program = $295.00 per employee

    12 Week Extended Package:

    This option is designed and recommended for individuals wishing to embark on a more comprehensive

    program and who are committed to longer-term assistance in achieving meaningful results and

    engendering lasting changes in health behavior. Twelve weeks allows sufficient time to target multiple

    health and life-fulfillment goals and to learn and practice new behavioral strategies and encounter andsolve multiple barriers with the guidance of our certified wellness coaches.

    12-Week Comprehensive Health Coaching Option:

    This program starts with an intensive private coaching session where each participating employee spends

    50 minutes with one of our certified coaches engaged in a personal health planning and educational

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    session with focused instruction in key behavioral lifestyle change skills. It also includes an introduction to

    the website and educational materials tailored towards personal goals and the development of a personal

    action plan for change. The initial session is delivered either by phone, Skype, or in-person.

    E-mail, Skype, or telephone interaction as needed (determined on a case-by case basis between employee

    and coach) with one of our coaches for the following 11 weeks allows employees to stay on track,

    evaluate their individual plans, set new goals, and solve barriers as they arise. Regular contact between

    employee and coach takes place conveniently within their busy schedules, and customized nutrition plans

    and personal goals and barriers assessment is provided via ourwebsite. This program also includes free

    unlimited access to motivational text messaging, an informational email subscription and additional

    informational resources as need arises, and access provided to support forums where our skilled health

    educators monitor discussions among users who are seeking support in their healthy lifestyle.

    Participation is anonymous for added privacy.

    Registration Fee:

    12 Week Program = $395.00 per employee

    5 Organizational Information

    New Leaf, L.L.C. is the leading local provider of one-on-one wellness coaching and related services

    delivered directly to employees in the workplace by highly trained and certified coaches. Privately held

    and operated out of Rochester, NY since 2000, we are a progressive company determined to assist

    individuals across the Western NY area in the pursuit of health and wellbeing. New Leaf, L.L.C.s core

    competency is the assessment, planning, development and implementation of personalized wellnessprograms for company employees.

    Our business offers an effective and nationally accredited alternative to the standard approach to

    employee wellness by delivering an active, personalized strategy. Using a relationship-driven method

    based on an innovative 7-step behavior change model, our certified wellness coaches confidentially work

    with clients one-on-one to identify areas in need of improvement. Whether the goal is losing weight,

    reducing stress, improving nutrition, or training for a half marathon, we provide the resources, education,

    and support needed to initiate and sustain behavior change. Our professional coaches tailor their support

    to meet the needs of each employee utilizing wellness coaching methods including engagement, cues to

    action, reciprocal determinism, and outcome expectancy to get employees more interested, more

    committed, more responsive, and more actively involved in every aspect of wellness than ever before.

    Essentially, New Leaf, L.L.C. is the next-generation workplace wellness provider offering employers a

    wellness model which is guaranteed to deliver the high levels of active engagement necessary to drive

    large-scale improvement in employee lifestyle behavior change, offering for the first time a practical,

    affordable, and universally applicable opportunity to boost the effectiveness and success of workplace

    wellness efforts.

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    Our proven, 7-step health behavior change model is targeted to meet the specific needs of corporations

    to improve employee wellness. New Leaf, L.L.C. is presently providing wellness coaching for local

    employees at Fortune 100 companies, including Wegmans Food Markets, Inc., Paychex, and Eastman

    Kodak Company. With ten years of experience, New Leaf, L.L.C. has demonstrated significant cost

    efficiency gains for these companies.

    A few key facts include:

    94% reported the program to be effective in supporting their efforts to adopt or maintain healthybehaviors

    74% agreed they are more productive at work now due to their participation in this program 93% reported being satisfied with the client-led, non-directive style of coaching compared to

    health education and advice-giving methods

    93% indicated they would participate in this program again 96% indicated they would recommend this program to others

    6 Conclusion

    Professional health coaching is a highly personalized service that will provide your employees with

    support in identifying and setting realistic and attainable health goals, remaining accountable to those

    goals, and building on their successes to reach a healthier overall quality of life. Our aim is to help them

    make permanent changes in their relationships with food, physical activity, stress and emotion

    management, and enhance their abilities to maintain healthy and productive lifestyles.

    The focus of New Leaf, L.L.C.s health coaching approach is broader than the typical how to eat and

    exercise approaches that focus mainly on education and checking to see if you followed your meal andexercise plans. Your personal health coach is someone by your side helping you carefully examine the

    reasons for your difficulty staying on track and to assist you in developing a deeper understanding of your

    personal barriers. Your coach works with you to develop a clear and realistic plan to keep you moving

    forward so you willachieve your goals.

    You can choose to take a reactive approach to healthcare where you pay for health problems after they

    develop and continue to see your healthcare costs climb. Or you can take a proactive approach where

    you invest in the health of your employees, trim healthcare costs, and improve productivity. The proactive

    wellness approach clearly makes good business sense for employees and employers. When a finely

    tunes, comprehensive workplace wellness program is in place, everyone wins! We look forward to being

    your partner in good health!