Evaluating Workplace Health Promotion

Ron Goetzel, PhD, MA

Senior Scientist and Director, Institute for Health and Productivity Studies (IHPS), Johns Hopkins Bloomberg School of Public Health; Vice President of Consulting and Applied Research, IBM Watson Health


Abstract:

One of the greatest challenges facing health promotion professionals is documenting the performance and impact of their programs. To justify ongoing support for health promotion initiatives, program managers often declare that health promotion and disease prevention are “the right thing to do.” However, program sponsors require proof that these programs are worth the investment and produce both a positive return-on-investment (ROI) and value-on-investment (VOI).

This intensive training seminar will provide the skills and insights for designing and implementing effective measurement and evaluation programs for workplace health promotion. The session will address such topics as: How is health promotion evaluation research performed? How can program managers gather documentary evidence that proves their programs have impact? Is such research, in fact, doable? What evaluation studies can program managers do themselves, and when is it wise to bring in outside experts?

The training will provide a practical measurement and evaluation framework which is first directed at small businesses that cannot afford large and expensive studies. For individuals not trained in advanced research methods, the training offers easy to implement techniques on ways to design and administer evaluation surveys and how to present data from these. For individuals with advanced training in program evaluation, the training will review techniques and principles used in sophisticated and rigorous applied research studies and how these can be adapted to health promotion evaluations. Finally, the training will provide an overview of some of the most highly referenced studies and the methods used in those studies. The session will combine theoretical and practical approaches to program evaluation with plenty of opportunity to try out ideas with other ITS participants.

Presenter Bio(s):

Ron Goetzel wears two hats. He is Senior Scientist and Director of the Institute for Health and Productivity Studies (IHPS) at the Johns Hopkins Bloomberg School of Public Health and Vice President of Consulting and Applied Research for IBM Watson Health. The mission of the IHPS is to bridge the gap between academia, the business community, and the healthcare policy world – bringing academic resources into policy debates and day-to-day business decisions, and bringing worker health and productivity management concerns to academia. Before moving to Johns Hopkins University, Dr. Goetzel was on the faculty at Emory and Cornell Universities. Dr. Goetzel is responsible for leading innovative projects for healthcare purchaser, managed care, government, and pharmaceutical clients interested in conducting cutting-edge research focused on the relationship between health and well-being, medical costs, and work-related productivity. He is an internationally recognized and widely published expert in health and productivity management (HPM), return-on-investment (ROI), program evaluation, and outcomes research. Dr. Goetzel has published well over 200 peer-reviewed articles and book chapters and frequently presents at international business and scientific forums.

Dr. Goetzel is the principal investigator (PI) for a Robert Wood Johnson Foundation study examining the relationship between an organization’s culture of health, employees’ health risks, medical costs, and company stock price. Dr. Goetzel served as PI on a five-year project sponsored by the National Heart, Lung, and Blood Institute (NHLBI) focused on obesity prevention at the workplace. He was PI for the Centers for Medicare and Medicaid Services (CMS) Senior Risk Reduction Demonstration, New Opportunities for Healthy Aging in Medicare initiatives, and demonstrations focused on Cancer Prevention and Treatment for Ethnic and Racial Minorities, Chiropractic Care, Vision Rehabilitation, and Health Improvement Incentive Structures for Medicaid Beneficiaries. He also served as PI for the Federal Employee Worksite Health and Wellness Initiative administered by the Office of Personnel Management. For the Centers for Disease Control and Prevention (CDC), Dr. Goetzel was PI for a New York City-based project supporting collaboration between the private and public sectors directed at employer health promotion programs. He is now a PI on two CDC initiatives focused on updating the CDC Worksite Health ScoreCard and building a comprehensive CDC Workplace Health Resource Center.

Dr. Goetzel has worked with the Department of Defense (DoD) on two health promotion and resilience training demonstrations for the U.S. Army and Air Force. He supported the Office of the Secretary of Defense as the evaluation contractor for the Healthy Base Initiative focused on managing obesity and tobacco use in the military. Dr. Goetzel is working with the Bipartisan Policy Center in Washington DC supporting the CEO Council on Health and Innovation.

In the private sector, Dr. Goetzel has led multiple evaluations of health promotion and disease prevention programs at Boeing, Chevron, General Electric, Dow Chemical, Citibank, Johnson & Johnson, IBM, Procter & Gamble, Duke University, University of Michigan, Vanderbilt University, Motorola, Novartis, PepsiCo, Prudential, PPG, Mass Mutual, Whirlpool, and Bristol Myers Squibb. Public sector partners have included King County Washington, Cayuga County New York, and the State of Delaware. Health plan and insurance company collaborators include Blue Cross Blue Shield Federal Employee Program, Health Care Services Corporation, Blue Cross Blue Shield of Michigan, Blue Shield of California, Highmark, American Specialty Health, Blue Cross Blue Shield Association, Mayo Clinic, and Kaiser Permanente. Dr. Goetzel has also done extensive work with non-profits including the Robert Wood Johnson Foundation, Health Enhancement Research Organization (HERO), Transamerica Center for Health Studies, American Heart Association, and The Health Project. Finally, Dr. Goetzel has established strong working relationships with vendors in the health promotion industry including StayWell, Johnson & Johnson, WebMD, Health Fitness Corporation, Virgin Pulse, Vitality, and Pfizer. Dr. Goetzel’s international work includes projects with Discovery Health in South Africa, the Ministry of Health in Israel, Social Service of Industry (SESI) in Brazil, and The Health Promotion Board of Singapore.

Dr. Goetzel is a Task Force Member for the Guide to Community Preventive Services (Community Guide) housed at the CDC, and President and CEO of The Health Project, which annually awards the prestigious C. Everett Koop Prize to organizations with demonstrable health improvement and cost savings data. He is the Chairperson for HERO and Vice-Chair for The Fries Foundation housed at the CDC Foundation. He has also served on several committees organized by the National Academies of Science (NAS).

Before joining Truven Health Analytics (now part of IBM Watson Health), Dr. Goetzel was Vice President of Assessment, Data Analysis, and Evaluation Services at Johnson & Johnson. Dr. Goetzel was one of the original members of the core development and marketing group at Corporate Health Strategies. Earlier in his career, Dr. Goetzel was the Medical School Education Program Evaluator at the Albert Einstein College of Medicine, where he was appointed to the Psychiatry faculty.

Dr. Goetzel earned his doctorate in Organizational and Administrative Studies and his M.A. in Applied Social Psychology from New York University (NYU), and his B.S. degree in Psychology from the City College of New York (CCNY). He is based in Bethesda, MD.