chapter 5 notes

Funding and Resource Considerations

Learning Objectives

  • Identify funding options for workplace health promotion (WHP) programs.

  • Assess feasibility of outsourcing options.

  • Understand major components of a proposal.

  • Prepare a break-even analysis.

  • Recognize advantages of integrated WHP programs.

Business Case for WHP

  • Establish a strong business case for WHP using workforce health data.

  • Emphasize the necessity of WHP due to demographic and health trends.

  • Integrate WHP into employee benefits to enhance productivity and morale.

  • Provide examples of organizational benefits from WHP programs.

Program Framework

  • Develop a practical framework outlining:

    • Features and necessity of the program.

    • Personnel involved in program delivery.

    • Efficient delivery methods.

    • Timing and locations for the program.

Location and Personnel

  • Use feasibility grids to decide program location (onsite, offsite, hybrid).

  • Larger firms may employ professional staff; smaller ones may utilize existing personnel or interns.

Consultants and Independent Contractors

  • Organizations may enlist external health consultants given workforce downsizing.

  • Clarify roles and legal relationships under IRS guidelines (20 Factor Test).

Outsourcing WHP Programs

  • 33% of employers outsource HR and benefits services for:

    • Expertise.

    • Employee trust.

    • Legal protection of employee information.

Commonly Outsourced Services

  • Includes health screenings, health coaching, and facility management services.

Vendor Selection Criteria

  • Evaluate potential vendors based on:

    • Resources and qualifications.

    • Certification and expertise.

    • Fee structures and policies.

    • Compliance with health regulations.

Funding Strategies for WHP

  • Explore grants, pooling, and leverage health plans for cost-effective WHP.

Budget Preparation

  • Key budget considerations include:

    • Organizational perceptions of WHP.

    • Past program performance.

    • Input from staff members.

  • Employ top-down or zero-based budgeting techniques.

Proposal Components

  • A strong proposal should identify problems, set goals, assess resources, and outline expected costs and benefits.

Break-Even Analysis

  • Calculate fixed and variable costs to determine break-even point for WHP programs.

  • Assess financial risks and benefits in program sustainability.

Integrated Framework

  • Collaborate across departments for comprehensive health management.

  • Effective integration can optimize resources and drive employee health outcomes.

Assessment of Planning Efforts

  • Ensure planning creates standards for success including management commitment, leadership, and effective communication.

Summary of Chapter 5

  • Proposals must demonstrate a strong business case for WHP and incorporate assessments of employee needs.

  • Effective budgeting and outsourcing can enhance WHP program viability.