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Rosie Ward, Ph.D., MPH, MCHES, BCC National Wellness Conference 2013 Worksite Academy

LEVERAGING WELL-BEING TO CREATE A WORLD-CLASS CULTURE National Wellness Conference July 18, 2013

Rosie Ward, Ph.D., MPH, MCHES, BCC, Certified Intrinsic Coach® Health Management Services Manager Marsh & McLennan Agency , MN

WHAT WE PERCEIVE AS “WELLNESS”

Low Number of Sick Days Regular Preventive Care

Healthy Weight Normal Cholesterol Eating Fruits Physically Active Use alcohol in Manage Stress moderation Normal Blood Pressure Non-Smoker Normal Glucose Getting Enough Sleep Eating Vegetables Use Sunscreen Low Fat, High Fiber Diet Wear Seatbelts

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WHEN EMPLOYEES FEEL “UN-WELL”

Company Doesn’t Care Pulled in too many directions at work & home No time for me

OVERWHELMED Not enough Worried about resources layoffs Too much to do Co-workers Don’t Feel Trapped in my job Care Unrealistic Company Don’t like what All work and no play Demands I’m doing

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THE CRISIS OF CAPACITY

• Humans are NOT Computers! – Continuously, at high speeds, for long periods of time, running multiple programs at the same time.

Source: Tony Schwartz (The Energy Project, www.theenergyproject.com) MARSH & McLENNAN AGENCY LLC

Section 1 WHY CULTURE MATTERS The Link to Well-Being

ORGANIZATIONAL CULTURE

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NOT “A CULTURE OF WELL-BEING”

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CULTURE IS CRITICAL!!!

• Employee engagement scores haven’t improved much after years of effort ; Culture is the differentiator and what is missing. • If a culture works, everything works better. - (200 companies) “Positive” cultures grew average of 682% over 11 year study period compared to 166% for “Weak” cultures. - 2001 Field Study (UCLA): Departments behaving most consistently with company’s desired culture perform better financially than those without cultural buy-in.

Source: Adrian Gostick & Chester Elton, All In: How the Best MARSH & McLENNAN AGENCY LLC 7 Managers Create a Culture of Belief and Drive Big Results (2012)

“Culture eats strategy for breakfast, operational excellence for lunch, and everything else for dinner!” ~Peter Drucker

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9 4 KEYS TO A WORLD-CLASS CULTURE

• Trust: employees and management operate with the utmost integrity

• Respect: employees and management feel valued

• Effective Communication: clarity of vision, purposeful listening and meaningful messaging

• Meaningful Relationships: employees and management view each other as valued partners

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INDIVIDUAL WELL-BEING

5 Universal, Interconnected Elements: • Career Well-Being • Social Well-Being • Financial Well-Being • Physical Well-Being • Community Well-Being

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LIFE EVALUATION & MEDICAL CLAIMS

Thriving Average 20% Lower Medical Costs 7.0

Struggling 4.0

Suffering Average 50% Higher Medical Cost

MARSH & McLENNAN AGENCY LLC Source: -Healthways Well-Being Index Community and Wellmark Corporate Survey (2008)

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THE REALITIES OF WORKPLACE STRESS IN AMERICA

• 69% of adults with high stress report increased stress over past year; 35% report increased stress overall. (APA, Feb. 2013) - Main sources of stress: Money (69%) , Work (65%)

• 80% of workers feel stress on the job. (American Institute of Stress, 2011)

• Workplace stress is as bad for the heart as smoking & high cholesterol. (JAMA, Oct. 2007)

• 90% of all visits to primary care doctors are related to stress. (JOEM, Oct. 1998)

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COMPONENTSCOMPONENTS OF A OF A PSYCHOLOGICALLYPSYCHOLOGICALLY HEALTHY HEALTHY WORKPLACE WORKPLACE

Work-Life Balance Employee Health & Well-Being Employee Safety Involvement Communication

Employee Organizational Employee Growth & Functioning Recognition Development

MARSH & McLENNAN AGENCY LLC Source: American Psychological Association (APA), Psychologically Healthy Workplace Program (PWHP)

BENEFITS OF A PSYCHOLOGICALLY HEALTHYBENEFITS WORKPLACE OF A PSYCHOLOGICALLY HEALTHY WORKPLACE U.S. Average 2012 PHWA Winners

80% 70% 60% 50% 40% 30% 20% 10% 0% EE Turnover EEs Reporting EEs Intending to EEs Who Would EE Satisfaction Chronic Work StressSeek Employment Recommend as Elsewhere Good Place to Work

Source: American Psychological Association (APA), Psychologically Healthy Workplace MARSH & McLENNAN AGENCY LLC Program (PWHP); APA’s 2012 Work Stress Survey

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A CULTURE OF BELIEF: Exponential Engagement

Attachment to Engaged the company & willingness to give extra effort A work Enabled environment that supports productivity & performance

Individual physical, social Energized & emotional well-being at work

Source: Adrian Gostick & Chester Elton, All In: How the Best MARSH & McLENNAN AGENCY LLC 15 Managers Create a Culture of Belief and Drive Big Results (2012)

THE IMPORTANCE OF ENERGY The New Values Exchange Values How to Renew Each Value: • Physical Health: Quantity of • Physical: food, exercise, energy; renewal for sustainability sleep, rest • Emotional WB: Quality of • Emotional: managing triggers, energy; how you feel influences cultivating positive emotions how you perform • Mental: Flexible focus, quieting – Core emotional need = to feel the mind valued • Spiritual: connecting to a • Mental Clarity: Capacity for purpose (leaders inspiring focus (myth of multi-tasking) others) • Spiritual Significance: Serving a mission/purpose bigger than yourself Source: Tony Schwartz (The Energy Project, www.theenergyproject.com) MARSH & McLENNAN AGENCY LLC

CAPACITY AND ENERGY

Energy (n). The capacity to do work.

10 hours @ 60% Capacity

= 30 hours of 8 hours @ 80% Capacity work = 32 hours of work

Source: Tony Schwartz (The Energy Project, www.theenergyproject.com) MARSH & McLENNAN AGENCY LLC June 27, 2013 17

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COMPETITIVE ADVANTAGE OF E + E + E

27.4% 3x Higher Operating Margin 14.3% 9.9%

Companies Companies Companies with Low with High with High Engagement Engagement Levels of E+E+E

Source: Adrian Gostick & Chester Elton, All In: How the Best MARSH & McLENNAN AGENCY LLC 18 Managers Create a Culture of Belief and Drive Big Results (2012)

ORGANIZATIONAL HEALTH

”An organization is healthy when it is whole, consistent, and complete, that is, when its management, operations, strategy and culture fit together and make sense.”

Source: Patrick Lencioni, The Advantage (2012) MARSH & McLENNAN AGENCY LLC 19

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DYSFUNCTIONAL CULTURE QUIZ

1. Leaders around here don’t seem very focused on challenges and opportunities that are coming down the road. 2. We place too much emphasis on short-term results or getting our bonuses, often at the expense of investing for growth. 3. Our environment has more than its fair share of backstabbing, fault-finding, and idea-stealing. 4. Negative client comments are hidden from view. And when clients are angry or we lose one, leaders don’t try very hard to understand the root causes.

Source: Adrian Gostick & Chester Elton, All In: How the Best MARSH & McLENNAN AGENCY LLC 21 Managers Create a Culture of Belief and Drive Big Results (2012)

DYSFUNCTIONAL CULTURE QUIZ

5. There’s little accountability around here, and/or we are judged by less than high standards. 6. Teams don’t cross boundaries to work together; we have a silo mentality. 7. There’s not a lot of trust in management; it’s us versus them. 8. We have little sense of urgency to improve; leaders seem to think everything is pretty good the way it is. 9. There have not been many good new ideas floating around lately.

Source: Adrian Gostick & Chester Elton, All In: How the Best MARSH & McLENNAN AGENCY LLC 22 Managers Create a Culture of Belief and Drive Big Results (2012)

DYSFUNCTIONAL CULTURE QUIZ

10.Much of the time we don’t know what’s going on in corporate or even in our own department. 11.We aren’t known for giving real feedback or having tough discussions. I don’t feel like I could give my boss honest criticism, for instance. 12.There’s a lot of attention given to our past victories instead of honestly assessing our current situation. 13.We don’t celebrate successes very often. 14.Our best people seem to be leaving.

Source: Adrian Gostick & Chester Elton, All In: How the Best MARSH & McLENNAN AGENCY LLC 23 Managers Create a Culture of Belief and Drive Big Results (2012)

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SCORING YOUR DYSFUNCTION

• Passing should be zero but could have 1-2 checkmarks before alarm bells sound.

• If checked 4+ problems, culture is probably on life support or about to suffer serious health issues; need to fix things FAST!

Source: Adrian Gostick & Chester Elton, All In: How the Best MARSH & McLENNAN AGENCY LLC 24 Managers Create a Culture of Belief and Drive Big Results (2012)

Section 2 CAREER WELL-BEING The Trump Card for Success

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WHAT IS BEING ASSESSED?

1. Would you describe your work as monotonous?

2. How satisfied are you with your job?

3. How tense or anxious have you been in the past week?

These three questions are part of a screening that is more than 80% accurate at predicting what?

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ENGAGEMENT CONTINUUM

Enrolled

Exponentially Engaged

Source: Adrian Gostick & Chester Elton, All In: How the Best MARSH & McLENNAN AGENCY LLC 27 Managers Create a Culture of Belief and Drive Big Results (2012)

APATHY The Hallmark of Disengaged Employees

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ENGAGEMENTENGAGEMENT & PHYSICAL & PHYSICAL HEALTH HEALTH Effect of Work Life on Health

2% 1% 1% 12% 22% 30% 39% 62% 54%

25% 23% 30%

Engaged Not Engaged Actively Disengaged

MARSH & McLENNAN AGENCY LLC Source: Crabtree, Gallup Management Journal (2005)

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DISENGAGEMENT & MENTAL WELL- BEING

10.4% 8.8% 7.6% 6.4% 6% 4.6% 1.7x Increase for Disengaged EEs compared to Engaged EEs

Engaged Not Engaged Actively Disengaged

% Dx with Depression Over the Next Year

% Dx with Anxiety Over the Next Year

MARSH & McLENNAN AGENCY LLC Source: Robison, Gallup Management Journal (2010)

SUPPORTING CAREER WELL-BEING

• Comprehensive Leadership Development Plan - Long-Term (shifting thinking / communication) and Day- to-Day tactical (feedback, recognition, safety, well-being, company vision in practice, etc.) - Current AND Future leaders

• Clearly defined Talent Management philosophy • Clearly defined Career Ladders • Meaningful Employee Recognition

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Section 3 DEVELOPING LEADERS A Critical Component to Career Well-Being

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LEADERSHIP CREATES CULTURE

50-70% of employee’s perception of the organization’s climate can be traced to the actions of the leaders.

Sources: Consortium for on Emotional Intelligence in Organizations (2001); MARSH & McLENNAN AGENCY LLC Adrian33 Gostick & Chester Elton, All In: How the Best Managers Create a Culture of Belief and Drive Big Results (2012)

34 LEADERS’ ROLE IN WELL-BEING

• Leaders shouldn’t ignore well-being as if it’s beyond the scope of their jobs. • People who agree their manager cares about them as a person: – Are more likely to be top performers – Produce higher quality work – Are less likely to be sick – Are less likely to change jobs – Are less likely to get injured on the job

MARSH & McLENNAN AGENCY LLC Source: Rath & Harter (2010), Wellbeing: The Five Essential Elements

35 WHY DON’T WE ACT IN OUR OWN BEST INTEREST?

“Leaders don’t have time for the future because they’re too busy with the present.” ~ Muhammad Yunus

“To transform the world, we must first transform ourselves.”

Source: Tony Schwartz, “Why Don’t We Act in Our Own Best Interest?”, Harvard Business MARSH & McLENNAN AGENCY LLC Review (Jan. 2012)

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IT ALL COMES DOWN TO LEADERSHIP…

Organizational Effectiveness & Health Determined by: • Who leaders are BEING, not what they’re doing. • Cohesive leadership teams • Leaders recognizing when their thinking isn’t serving them • Leaders being intentional vs. habitual in their thinking and actions • Leaders recognizing the importance for their ongoing development.

MARSH & McLENNAN AGENCY LLC Sources: The Arbinger36 Institute, Leadership and Self Deception (2010); Patrick Lencioni, The Advantage (2012

ASSESS YOUR COMPANY’S CAREER WELL-BEING

• We conduct a culture survey at least every 2 years, communicate the results and use it to target change and improvement efforts.

• We already have or are working on establishing a high-trust environment.

• We have a comprehensive leadership development plan that includes current and future leaders.

• We have clearly defined career paths and talent management to foster ongoing employee growth and development.

• We recognize and celebrate employee personal and professional achievement in ways that are meaningful to them.

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CAREER WELL-BEING

• What’s one thing you want to take back/do differently to positively impact career well-being at your organization?

• Who do you need to partner/align with at your organization to best support Career Well-Being?

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Section 4 SOCIAL WELL-BEING

SOCIAL CONNECTEDNESS MATTERS!

• Higher levels of social connectedness associated with: – Lower blood pressure – Lower obesity rates – Lower risk of cancer and diabetes – Better immune responses – Lower levels of stress hormones

MARSH & McLENNAN AGENCY LLC Source: Uchino, et al. (1996). The relationship between social support and physiological processes: A review with emphasis on underlying mechanisms and implications for health. Psychological Bulletin, 119 (3), 488-531.

41 RELATIONSHIPRELATIONSHIP OF WORK OF WORKAND SELF AND SELF

Outcomes Outcomes

Part 1 – Part 1 – Work Side Work Side

Part 2 – Part 2 Self Side Self Side

Source: Byrum, Ph.D. / Judgment Index™ MARSH & McLENNAN AGENCY LLC

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42 REASONS EMPLOYEES LEAVE

1. The job/workplace was not as expected 2. Mismatch between job and person 3. Too little coaching and feedback 4. Too few growth & advancement opportunities 5. Feeling devalued and unrecognized 6. Stress from overwork and work-life balance 7. Loss of trust & confidence in senior leaders.

Source: Leigh Branham, “The 7 Hidden Reasons Employees Leave” (2005) MARSH & McLENNAN AGENCY LLC

WORK-LIFE BALANCE

• Summer Hours • Telecommuting • Job Sharing • Unlimited PTO • Network “Shutdown” • ROWE

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OTHER SOCIAL WELL-BEING SUPPORT EXAMPLES • Parenting Classes / Parenting Network • Elder Care Classes • Adoption Assistance • Social Support Networks • Onsite Childcare • Work-Life Reimbursements • Personal Day Purchase Program • Welcome Atmosphere for Children & Dogs • Hobby/Interest Clubs

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HEALTH ADVOCATE™

• Highly trained personal health advocate – Finding a provider; making appt. with hard-to-reach specialists – Helps members understand their benefits and how to access care; helps resolve billing disputes. – Elder care needs. – Health Cost Estimator™

• Eligible population: EE, spouse, parents, in-laws

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FAMILY WELLNESS RESOURCES

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Section 5 FINANCIAL WELL-BEING

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THE IMPACT OF FINANCIAL WELL- BEING

• Low Financial WB can lead to stress, anxiety, insomnia, headaches and depression. – Financial Security has nearly 3x the impact of income alone on overall well-being. – Only 6% of EEs strongly agree their organization does things to help them manage their finances more effectively.

Source: Rath & Harter (2010), The Economics of Wellbeing MARSH & McLENNAN AGENCY LLC

RESOURCE EXAMPLES

• Financial Planning, Budgeting, Counseling Resources (e.g., www.mint.com) • FEI’s Emerge Financial Wellness program (www.feinet.com) • Employee Welfare Fund • Emergency Loan Fund • Interest-Free Computer Loan • Payroll Deduction to pay overtime: – Weight Watchers – Fitness Classes – Etc.

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Section 6 PHYSICAL / EMOTIONAL WELL-BEING

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“ENERGY MANAGEMENT”

Vs.

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SUPPORTING EMOTIONAL WELL- BEING • Holistic Stress-Management (Brian Luke Seaward) – www.brianlukeseaward.net

• Resiliency-Building Resources / Shifting Thinking Patterns: – John Weaver, PsyD / Healthy Thinking Program (www.preventingdepression.com)

– Intrinsic Coaching® (www.intrinsiccoach.com or www.isintl.com)

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HEARTMATH®

• Stress & Well-Being Survey™ – Physical Vitality – Emotional Vitality – Social Connectedness – Spiritual Connectedness – Overall Well-Being www.heartmath.org

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LEVERAGE EAP RESOURCES

• Provide QUALITY EAP: – Training for managers – Training for EEs – In-person visits – Reinforce regularly (topic specific)

• Training/consistency for EAP referrals

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55 ENVIRONMENT SUPPORTS PHYSICAL WELL-BEING • Environment Critical – need to make better choices EASIER for people!

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Section 7 COMMUNITY WELL-BEING

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THE IMPACT OF COMMUNITY WELL- BEING

• People thriving in career well-being) are 20- 30% more likely to give back to their community.

• Physical Well-being Benefits of Volunteering (100 or more hours per year): – Greater longevity – Higher functional ability – Lower rates of depression – Less incidence of heart disease

Source: Rath & Harter (2010), The Economics of Wellbeing MARSH & McLENNAN AGENCY LLC

RESOURCE EXAMPLES

• Volunteer: – PTO Policy for volunteering – Company-wide charitable giving & volunteering – Volunteer match; reimbursement of charitable fitness events – Charity Miles (www.charitymiles.org) • Sustainability: – Green building (energy policies, building design) – Recycling – Bike / Carpool to work programs • Feeling Safe Where You Live

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Section 8 PUTTING CONCEPTS INTO ACTION The Journey Towards World-Class

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SHIFTING FROM BEHAVIOR CHANGE TO CULTURE

“Behavior change is really the mantra of wellness, but if a person achieves a lifestyle behavior change, only to return to the same unhealthy environment, what can we expect will happen? We set up wellness for failure if we don’t work on improving the environment and culture before we work on individual behavior change.” (Dee Edington, Ph.D., The Art of Health Promotion, Sept./Oct. 2012)

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BRANDING THE WELL-BEING BENEFIT • Position Well-Being as a BENEFIT of employment • Communication Guidelines • Strengthen Career Well-Being • Leadership training

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PUTTING “ROI” INTO PERSPECTIVE

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WELLNESS PROGRAMS DON’T WORK! Well, Sort of…

• RAND Corp. Findings: – 600 organizations with at least 50 EEs – Participation in wellness programs not associated with significant reductions in weight, blood pressure, blood sugar, or cholesterol level – Healthcare cost savings not statistically significant

Source: RAND Health, Mattke et al. (2013). Workplace Wellness Programs Study – Final Research Report MARSH & McLENNAN AGENCY LLC June 27, 2013 63

LESSONS FROM AWARD-WINNING ORGANIZATIONS

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IF YOU DON’T MANAGE CULTURE, IT WILL MANAGE YOU

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WELL-BEING BRAINSTORMING

• What are some additional ideas / resources that could support employees in each area of well-being?

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DISCUSSION

• Based on what you’ve learned today what is beginning to open up for you that might impact the well-being of your organization? • Who do you need to collaborate with in your organization to move towards total cultural alignment regarding well-being? • What next step would be most meaningful for you to “move the needle” towards World-Class?

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CONTACT INFORMATION

Rosie Ward, Ph.D., MPH, MCHES, BCC Certified Intrinsic Coach®, Certified Valuations Specialist Health Management Services Manager Marsh & McLennan Agency [email protected], (763) 548-8861 www.rjfagencies.com www.DrRosieWard.com

© Copyright 2013. Marsh & McLennan Agency. All Rights Reserved. The content provided in this presentation is proprietary and confidential and not for distribution without written consent from MMA. MARSH & McLENNAN AGENCY LLC

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