8/8/2019 Guide Community Survey
1/32
ICAA/ProMatura WellnessBenchmarks
V1.2010
GettingStarted TheCommunitySurvey
8/8/2019 Guide Community Survey
2/32
3 How
the
term
wellness
is
used4 Howtobenchmark
Individualreports,nationalbenchmarks,bestpractices
8 Thebenchmarkssurveys
9 Thebenchmarkswebsite
Benchmarkshomepage,Communityhomepage
12 Createmultipleaccounts
17 Communitysurvey
Whatyou
need,
good
data
21 Completingthesurvey,steps18
32 Maintainingthesystem
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 2
Wellness Benchmarks
Index
Gettingstarted
Communitysurvey
8/8/2019 Guide Community Survey
3/32
Wellness Fitness
Residentlife Therapy
Activities Recreation
Regardlessofthedepartmentyouworkin,
wellnessisthetermwellusetorefertothe
program/classes/groupsyouoffertoresidents
withinthedimensionsofwellness.
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 3
Wellness Benchmarks
Howthetermwellnessisused
Thesameholdstrueforjobtitles.Insome
communities,thewellnessVP,directoror
coordinatorsupportsaunitthatmayinclude
fitness,activities,transportationandother
areas.
In
some
communities,
these
are
separate.Thinkintermsoftheworkstaff
membersdoratherthantheirtitles.
ThetermActivitiesisalsogeneric.Inthe
system,awellnessactivitycouldbeafitness
class,theater
group
or
cooking
demonstration.
Thebenchmarks
use
the
generic
termwellnessbecause
retirementcommunitieshave
manydifferentnamesfortheir
programs.Forexample,your
communityswellnessactivities
mightbein:
Ifyour
community
uses
wellness
tomeanonlyfitness,thinkabout
whattheActivitiesorResidentLife
departmentsoffer.Forthe
benchmarks,theseareincluded
underthewellnessumbrella.
8/8/2019 Guide Community Survey
4/32
Forthebenchmarks,youwillgatherinformation
fromyourprogramrecords,fromother
departmentsandfromresidents.
Thereare
instructions
to
help
you
do
this.
It
is
importantthateveryoneenterthesamedatain
thesamewayfortheresultstobeaccurate.
YouwillinputthedataintotheICAA/ProMatura
database. Thissiteistotallysecure;anythingyou
inputis
strictly
confidential.
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 4
Wellness Benchmarks
Howto
Benchmark
Wellness
records
Residentinput
Businessrecords
Aggregated
Communityi.d. IndividualreportsNational
benchmarks
Bestpractices
Communitiesinputdata
ICAA/ProMatura
wellnessdatabase
Youwillbeabletoprintoutanindividual
reportoftheinformationthatyouinput.You
cando
this
at
no
extra
chargethanks
for
gatheringalltheinformationandinputtingit!
Theinputwillbeaggregatedwiththatofother
communitiesforareportontheindustry.You
willseewhatothersaredoing,andhowyour
organizationcompareswithothers.
8/8/2019 Guide Community Survey
5/32
Wellness Benchmarks
Individual Dashboardofkeybusinessindicators
reports
Qualityimprovement
tool
Trackprogramovertime
Setwellnessgoals,measureresults
Relate
program
to
residents
satisfaction
Relateparticipationtoindependence
Relateresidentparticipationtolengthofstay
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 5
8/8/2019 Guide Community Survey
6/32
Wellness Benchmarks
CreatessetofindustryaveragesNational Industry
data
to
drive
investment
and
resources
Competitiveanalysisonnationalscale
benchmarks
Guidesdecisionsforfacilitiesandprograms
Supportingfacts
for
funders,
bankers,
investors
Solidifiestheactiveagingindustryasanentity
Settargetgoalsforindividualcommunities
ent es
estpract ces
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 6
8/8/2019 Guide Community Survey
7/32
Showresultsofthemosteffectiveprograms
Sourceofideas,methods,solutions
Identifyareasforimprovement
Tooltosetgoalsforwellness
Toptier
companies
have
marketing
advantage
Toptiercompaniesinfluencefundersandbanks
Reportcardoforganizationsmissionfulfillment
Showwhat
is
possible
Wellness Benchmarks
Bestpractices
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 7
8/8/2019 Guide Community Survey
8/32
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 8
Wellness Benchmarks
TheBenchmarksSurveysWhen What Why
Onceayear Communitysurvey
Generalinformationaboutyour
community,thenumberof
residentsandwellnessactivities
thatareavailable.
This profileof the
size
of
the
community,
the
scope
of
programming,staffing,residentsparticipationandotherkey
indicatorsgivesthebigpictureoftheprogram,whichyoucan
trackovertime.Usethisinformationwhenevaluatingthe
programssuccessinmeetinggoals,forcompetitiveanalysisand
budgeting. This surveyiskeyforthenationalbenchmarks,
enablingdatatobesortedtocomparelikecommunities.
OnceayearResidentsatisfaction
survey
Asimple2pageformtogiveto
allthewellnessprogram
participants.
Residentswillreportontheirsatisfactionwiththeprogram,their
perceptionoftheirhealth,andhowlongtheyvebeenatthe
communityandinvolvedintheprogram.Inthelongterm,these
datawillenableyoutoseeifparticipationinwellnesshelps
residentsfeelhealthier,longer,andifthequalityorscopeofthe
programrelatestoresidentsatisfactionwiththecommunity.
OngoingResident
participationlog
Hereiswheretheactual
participationofresidentswillbe
tracked.
Thisimportanttrackingisthekeytodeterminingifwellness
impactsindependence,overallhealthandlengthofstay.Itmay
answerquestionslike,howmuchactivityisneededtostay
independent,longer?
8/8/2019 Guide Community Survey
9/32
Wellness Benchmarks
TheBenchmarksWebsiteOnceyoucreateausernameandpasswordforthebenchmarkingsystem,youcanloginandjumptoyourownhomepage.Fromthere,usethemenutoeasilyfindthesectionsofthebenchmarkingsurvey.
http://icaa.promatura.net/wellness
ParticipantsCommunitysurvey ActivitiesHomepage
Residentsatisfaction Resident
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 9
survey
8/8/2019 Guide Community Survey
10/32
BenchmarkshomepageOnceyouhaveenrolledinthesystem
andchosenaloginIDandapassword,
youwillenterthesystemthroughthe
boxon
the
right.
Thisisalsowherestaffmembersand
residentswhoareauthorizedtoenter
the
system
will
log
in.
Youwilljumptoyourcommunitys
homepage.
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 10
Wellness Benchmarks
Loginhere
8/8/2019 Guide Community Survey
11/32
CommunityhomepageThisisthepagetheAdministratorwill
seeeachtimethatpersonlogsin.It
allowsyoutoaccessallsectionsofthe
benchmarkingsystem.
TheToolkitisavailableonthispageso
youcandownloadthesupporttoolsat
anytime.
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 11
Wellness Benchmarks
8/8/2019 Guide Community Survey
12/32
CreatemultipleaccountsTheAdministratorcancreate3staff
accountsthatareauthorizedtoupdate
theParticipants
and
Activities
surveys.
(Theseaccountscannotaccessthe
CommunitySurvey.)
ClickonUpdatetheStafftoadd
authorizedstaff
members.
Thenextscreenallowsyoutoadda
staffmember.
PleaseDONOTDELETEastaff
member.Ifyoudo,thesystemcannot
tracktherelationshipofstaffingto
activitiesandparticipation.
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 12
Wellness Benchmarks
ClickonUpdatetheStaff
8/8/2019 Guide Community Survey
13/32
CreatemultipleaccountsStep1.Enterinformationonthestaffmember
Enterinformation
on
the
staff
member
onthisscreen.
Onceyousavethisinformation,the
personisaddedtothestafflist.
Next,assignausername/passwordso
thestaffpersonmayenterthesystem.
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 13
Wellness Benchmarks
8/8/2019 Guide Community Survey
14/32
CreatemultipleaccountsStep2.Assignausernameandpassword
Nextto
the
persons
name,
click
on
Createlogin.
Oncetheusernameandpasswordare
saved,thestaffmembercanenterinto
thesystematanytime.
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 14
Wellness Benchmarks
8/8/2019 Guide Community Survey
15/32
8/8/2019 Guide Community Survey
16/32
CommunityhomepageTheAdministratorandstaffmembers
seedifferentversionsofthe
communityshomepagewhenthey
log
on.
TheAdministratorwillsee:
Communityprofile
Stafflist
alltheActivities
allthe
Participants
Toolkit
Astaffmembercansee:
alltheActivities
alltheParticipants
Toolkit
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 16
Wellness Benchmarks
Staffmembersseetheseoptions.
Administratorseestheseoptions.
8/8/2019 Guide Community Survey
17/32
CommunitySurvey
The Community Survey is the cornerstone of
the benchmarking system.
Thissurveycollectsinformationaboutyour
communityandthesizeandscopeofallthe
activitiesthat
are
offered.
The Community Survey is a useful tool for you
to evaluate the program offerings and set goals.
For the national benchmarks, this information
is critical so you can compare your community
with others.
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 17
Wellness Benchmarks
8/8/2019 Guide Community Survey
18/32
CommunitySurveyWhatyouneed:
Total
number
of
residents
in
independentlivingandassistedliving
Numberofresidentsinindependent
livingyoucountaswellness
participants:participate12
times/yearormore
Averagelength
of
stay
for
residents
in
independentlivingandassistedliving
Incidentreportsforfallsthatresultin
aninjury
Wellnessstaff: Name,title,
educationaldegree,
date
of
hire
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 18
0
20
40
60
80
100
Year1 Year2 Year3 Year4 Year5
Participationinwellness
IL
AL
Wellness Benchmarks
Toolkit
Manager'sGuidetoImplementingthe
Benchmarks
StaffGuidetoImplementingWellness
Benchmarks
StepbyStepGuide:GettingStartedand
CommunitySurvey(PDF)
CommunitySurveyICAAProMatura
WellnessBenchmarks(PDF)
HowtoFigureAverageLengthofStay
(PDF)
Allthequestionsare includedintheprintable
CommunitySurveyICAAProMatura WellnessBenchmarks
(PDF)onyourhomepage. Thatwayyoucangatherthe
informationbefore
you
begin
entering
the
data.
8/8/2019 Guide Community Survey
19/32
GooddataAsthesayinggoes,gooddatainmeans
gooddataout.
Foranapplestoapplescomparison,the
definitionsandcountingmethodsusedin
yourcommunitymustmatchthe
methodsusedbyothers.
Pleaseclosely
follow
the
definitions.
ThroughoutthisGuide,youwillfind
instructionstohelp.
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 19
Definitions
Awellnessprogram isacomprehensivehealthprogramdesignedtomaintaina
highlevel
of
well
being.
The
program
mayincludeclasses,activitiesorgroups
thatarescheduledandareledor
managedbyapaidstaffmemberthat
encompassanyoftheelementsofthe
dimensionsof
wellness
(social,
emotional,spiritual,environmental,
occupational,intellectualandphysical).
Awellnessprogramparticipant isanindividual
whose
attendance
in
planned
andscheduledactivitiescanbeidentified
andcounted.Theindividualparticipates
12timesayearormore.
Wellness Benchmarks
8/8/2019 Guide Community Survey
20/32
CommunitySurveyWhenyoufirstenrollinthesystem,
youwillbepromptedtocompletethe
CommunitySurvey.
Thissurveyasksforgeneral
informationyouwillknowoffthetop
ofyourheadaswellasinformation
youwillgatherfromyourprogram
records andotherdepartments.
Ifyouhavealreadystartedthe
CommunitySurveyandneedtofinish
it,thenyoucandosohere.
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 20
Wellness Benchmarks
Intheblueboxatthetop
rightofthepage,youwill
seethereminderto
completetheCommunity
Survey. Oncethe
CommunitySurvey
is
completed,thisreminder
willdisappear,andreappear
inaboutoneyear.
8/8/2019 Guide Community Survey
21/32
CommunitySurveyStep1.DemographicsThefirstportionofthesurveyis
demographicinformation.Thiswillbe
usedfor
the
national
benchmarks
to
aggregatedatafromcommunitiesthat
aresimilar. Thedatawillbesortedby
thesecommunitycharacteristics.
Allthis
information
is
confidential
and
proprietary.Itwillbeseenonlybythe
wellnessdatabaseadministrator.
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 21
Wellness Benchmarks
Freestanding
meansonly
onelevelof
careisoffered.
Ifyourcommunity
isoperatedbya
government
agencythat
uses
taxdollarstofund
thecommunity,
markNotfor
profit.
8/8/2019 Guide Community Survey
22/32
CommunitySurveyStep2.LifestyleopportunitiesThisquestionasksabouttheentire
community,notonlytheactivities
includedin
the
wellness
program
as
definedbyICAA/ProMatura.
InthecolumnCurrentlyofferedby
yourcommunity,pleasemark
everythingthe
community
offers,
whetheritismanagedbypaidstaff,
residentsorvolunteers.
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 22
Wellness Benchmarks
8/8/2019 Guide Community Survey
23/32
CommunitySurveyStep3.ActivitiesandleadershipThesequestionsrefertoeverythingofferedinyourcommunityfor
independentliving
and
assisted
living
residents.
Inthefirstcolumn,mark everythingthatisoffered.Foreachthatisoffered,pleaseindicatewhetherornotatleast
oneactivity
is
led
by
apaid
staff
personorindependentcontractor.
Forthebenchmarks,theprograms/activitiesthatareofferedANDledormanagedbyapaidstaff
memberswho
will
count
participants
areconsideredthewellnessprogram.
(continued)
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 23
Wellness Benchmarks
Ifastaffmemberhiresaspeakerorteacher,reservesaroomand
assignssomeone
to
track
attendance,
then
that
activity
is
being
led
by
apaidstafforindependentcontractorevenifthestaffmemberisnot
present.
Ifanactivity,e.g.,aquiltingclub,isorganizedbyresidentsanda
staffmemberdropsinbutdoesnottakeattendancethenYes,clubs
andcraft
groups
are
offered
at
the
community,
and
No,
not
led
by
apaidstaffmemberori.c.
8/8/2019 Guide Community Survey
24/32
CommunitySurveyStep3.IdentifywellnessprogramsforthesurveyWhenyouarecountingthenumberof
residentswho
are
wellness
participants,countthosepeoplein
theactivitiesinthesecondcolumn
thatareYes,ledbyapaidstaffperson
orindependentcontractor.
Thiswayyouaresurewhoiscomingto
activities,becauseyou,otherstaff
membersandindependentcontractors
areresponsibleforidentifying
individualresidents.
Thattakestheguessworkoutofhow
manyresidentsparticipate12timesa
yearormore.
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 24
Wellness Benchmarks
8/8/2019 Guide Community Survey
25/32
CommunitySurveyStep4.ResidentdemographicsThesequestionsaskabouttheresidents
inthecommunity:
1. totalnumberofresidentsbylevelof
care
2. residentswhoparticipate12timesa
yearormore
3. averagelengthofstayofall
residents.
Dependingonhowyourcommunityis
organized,youcanfindthisinformation
bycontactingtheexecutivedirector,
business/accounting
office,
office
managerormarketingdirector.
Thesenumberstheywillbeusedtoshow
yourcommunitysprogressaswellas
profiletheentireindustry.
(continued)
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 25
Wellness Benchmarks
8/8/2019 Guide Community Survey
26/32
CommunitySurveyStep4.ResidentdemographicsWhenaresidentfallsandthereisan
injury,thisinjurymaybecapturedon
anincident
report
or
similar
document.Wewanttoknowif
participationinwellnessimpactsthe
numberoftimesaresidentisinjured
byafall.
Dependingonhowyourcommunityis
organized,thesenumbersmightbe
availablethrough:
Healthcareorsafety
AdministrationUnitmanagers
Residentservices
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 26
Wellness Benchmarks
8/8/2019 Guide Community Survey
27/32
CommunitySurveyStep5.ThepropertyWheredowellnessactivitiestakeplace?
Forthisquestion,thinkabouttheentire
community,
not
only
the
wellness
center
orroom.
Indicatealltheareasavailablewithinthe
property.
Donotincludeadjacentareasthe
residentsmayuse,suchasapublicparknextdoororalibraryacrossthestreet,
thatarenotwithintheboundariesof
yourcommunitysproperty.
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 27
Wellness Benchmarks
8/8/2019 Guide Community Survey
28/32
CommunitySurveyStep6.ListwellnessstaffThinkaboutstaffmemberswhose
responsibilitiesareprimarilytoplanand
leadthe
activities
included
in
the
wellnessprogram.Thejobtitleisnot
important,noristhedepartmentwhere
apersonworks.Whatmattersisthat
eachpersonspendsmostorallofthe
timeproviding
wellness
activities.
Pleaseaddtheinformationforeachstaff
personhere.
Thepurpose
is
to
relate
staffing
levels
to
thescopeoftheprogramandtoresident
satisfaction.
(continued)
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 28
Wellness Benchmarks
Clickheretoaddastaffmember.
Astaffmembercanbeanemployeeoranindependent
contractorwhoisregularlyinvolvedinwellness.
Isthere
only
one
person
who
is
primarily
responsible
forplanningandleadingactivitiesincludedinthe
wellnessprogram? Ifyes,enterthatpersonhere.
Ifthatsyou,enteryourowninformation.
8/8/2019 Guide Community Survey
29/32
CommunitySurveyStep6.UpdatestaffOnceyouaddtheinformationforeach
staffperson,itstaysinthesystem. You
onlyneed
to
return
to
update
it
ifthere
arestaffchanges.
Youdonothavetoremoveanystaff
person,butifapersonleavesorassumes
anotherposition,
do
enter
an
end
date.
Ifyouhavealreadycompletedthisscreen
whenauthorizingupto3staffmembers
toenterthesystem,thentheir
informationshould
be
here.
Save,andcontinueaddingstaff.
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 29
Wellness Benchmarks
Thisinformationisconfidential.
OnlytheAdministratorcanseeit.
StaffmemberswithloginsCANNOTseethestafflist.
8/8/2019 Guide Community Survey
30/32
CommunitySurveyStep7.ResidentassessmentsTheseassessmentsarelistedbecause
theyarefree,readilyavailableand
administeringthem
is
generally
within
thescopeofpracticeofalllevelsof
wellnessstaff.Thereisalistbecause
someareusedwithmorefrailadults,
andothersaremoresuitedtopeople
with
higher
levels
of
function.
Indicateifyouuseanyofthese
assessments.
Ifyou
use
one
or
more
of
these
as
part
ofalargergroup,e.g.,theTUGorarm
curlwithintheSeniorFitnessTest,
thenclickYes.
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 30
Wellness Benchmarks
Thinkaboutthepercentageofallwellness
residentswhohavebeenassessedoverthe
courseoftheprioryear.
8/8/2019 Guide Community Survey
31/32
CommunitySurveyStep8.FinishNowthattheCommunityProfileisfinished,youautomaticallyjumpback
tothe
community
home
page.
Theremindertocompletethesurveyintheupperrightboxhasdisappeared.
Anew
text
link
has
appeared
so
you
canreturntoupdatethesurveyifthingschange. Thebenchmarkingsystemwillpullnationalreportsonceayear.
Nextstep:
TheParticipantandActivitiesLogs
www.icaa.cc www.promatura.com 2010InternationalCouncilonActiveAging 31
Wellness Benchmarks
Theupdatelinkappears.
8/8/2019 Guide Community Survey
32/32
BenchmarkingtoolsMaintainingthesystemAvalueofthebenchmarkingsystemis
thatitrequiresyoutogather
informationand
prepare
reports
for
thewellnessprogram.Formany
communities,thisrequireslookingat
theprograminadifferentway.
Oncethe
development
work
is
done,
youwillhaveacollectionofuseful
toolstoevaluatetheprogram.
Thegreatestvalueforthecommunity,
theprogram
and
the
residents
will
be
afewyearsdowntheroad,whenyou
canseeprogressandtheresultsof
yourinformedprogrammanagement.
www.icaa.cc www.promatura.com 2010 International Council on Active Aging 32
Wellness Benchmarks
Toolkit
Manager'sGuidetoImplementingthe
Benchmarks
StaffGuide
to
Implementing
Wellness
Benchmarks
StepbyStepGuide:HowtoEnrollinthe
BenchmarkingSystem(PDF)
StepbyStepGuide:GettingStartedand
CommunitySurvey
(PDF)
CommunitySurveyICAAProMatura Wellness
Benchmarks(PDF)
HowtoFigureAverageLengthofStay(PDF)
StepbyStepGuide:Participantsand
Activities
(PDF)ActivitiestoTrack(Word)(Excel)
ResidentGuidetotheOnlineBenchmarking
System(Word)
ResidentSatisfactionSurvey(Word)(PDF)
ResidentActivitiesLog(Word)
Top Related