Exam 2: Funding and Resource Considerations Flashcards
1
Q
Building a Strong Business Case
*Know ____ factor prevalence, health-related lost productivity, and health-cost trend data within your workforce
- Demonstrate why your workforce needs a WHP program
- Ex. Aging workers w/existing health conditions that impair productivity
- Explain how well developed and effectively implemented WHP program provides a real, value-added component to employee benefits package
- Highlight how similar organizations have ________ from WHP programs
- Prepare practical framework
A
risk
benefited
2
Q
Building a Strong Business Case
EXAM SLIDE
- Thoroughly explore:
- Explore ______ and offsite resources
- Personnel
- Funding options
- Preliminary work enhances quality of short-term and future planning decisions
- Increases odds that WHP program will be viable, cost-effective, and sustainable
- Successful achievement of program _____ and _________
A
onsite
goals
objectives
3
Q
Allocating Resources
EXAM SLIDE
- Availability, utility, and cost of resources influence scope of WHP program offerings
- _____ – range or breadth of program offerings
- Numerous onsite resources allows companies to offer activities/programs for all types of employees
- Limited onsite resources restrict scope
- Location
- Type
- -Offsite keep program costs ____, but can limit effectiveness
- -Onsite programs are [more/less] effective
- -Combo onsite and offsite
- Must consider structure, function, and goals of specific programs and activities before choosing location type
A
Scope
low
more
4
Q
Location Considerations
EXAM SLIDE
- ________/confidentiality for health assessments and screenings
- Classroom setting for educational/instructional activities
- Equipment needs or access to computers
- ______ needed based on if activities require sitting, standing, or movement
- Lunch and learn sessions in cafeteria or other area where food is permitted
- Time needed for participants to engage daily/weekly/monthly
- Employee location to offsite facilities
A
Privacy
Space
5
Q
Personnel
- Consider personnel type and level of ________ needed to implement and sustain program
- Larger companies typically hire a worksite wellness _______
- Smaller companies rely on _______ to steer committee and activities or outsource
- Small stipends sometimes given
- Look to see if experts already employed in company
- Work with local colleges and provide internships
- Partner with local __________
A
expertise
director
volunteers
businesses
6
Q
Consultants and Independent Contractors
*External vendors and health promotion consultants are being used due to downsizing, aging workers, and greater efficiency demands
- Must ensure proper ___ for program
- Identify why consultant may be needed
- Check if internal resources have been fully tapped (i.e. no internal employees can meet need)
- Develop ______ to judge potential consultants (i.e. fees, experience, availability, specialties, etc.)
- Solicit bids from consultants
- Interview top ________ and solicit feedback from staff
- Avoid consultants who charge upfront or who appear inflexible
A
fit
criteria
candidates
7
Q
Consultants and Independent Contractors
- IRS has 20 Factor Test to determine whether workers are employees or independent contractors
- Responsible for paying their own ____
- Do not receive company ______
- Not covered by company liability ________ – must provide your own
A
taxes
benefits
insurance
8
Q
Commercial Health Promotion Materials
EXAM SLIDE
- Companies have downsized creating greater pressure to stay ________ while using fewer human resources
- Kits, guides, newsletters developed or purchased to meet employee needs
- Consider having an employee to act as health promotion facilitator to distribute ________, motivate peers, and promote health
- Negotiate with health plan to provide health promotion and preventive-care services
- Internet or intranet-based programs
- Important to ____ around for services
- Know how your population wants to receive information
A
competitive
resources
shop
9
Q
Funding WHP
EXAM SLIDE
- Many worksites view WHP programming as ___________ and as an added-cost commodity
- Programs operate with limited or conditional funding
- WHP programs can struggle for budgetary considerations when housed in other department
- HR, employee health, benefits, medical, safety departments
- Show integration for support
- Grants
- Pooling
- Smaller companies pool resources with others to provide resources
*Health plan
A
nonessential
10
Q
Preparing a Budget
- Know how others within organization ____ WHP
- Understand how strategies fit within organization’s mission, vision, goals
- Know how recent programs and budgets have _________
- Highest value for least expense
- Modifying or reinvesting in underachieving programs
- Parts of budget that need to be watched more carefully
- Using program ________ outcomes
- Evaluate programs to determine future costs for each item in budget (e.g., salaries, equipment, facility operations, marketing, office supplies)
A
view
performed
analysis
11
Q
Preparing a Budget
- Solicit _____ from all staff members
- Forces department heads to justify what they have in their budget
- Allow for _______
- Be prepared for changes or cost variations
- Monitor and determine if changes need to be considered for next budget
- Keep things in ___________
- Budgetary control is time consuming
- Use common sense and be practical
- If a program component costs $300, don’t spend weeks analyzing when you have budget of $100,000
A
input
flexibility
perspective
12
Q
Preparing a Budget
EXAM SLIDE
- ___-_____ budgeting
- Least desirable
*Most common budgetary planning process
- Given finite dollar amount to run operations
- Which programs are most important to keep?
- Should you keep a long-running program that continues to go up in price?
- Is there money to fund new initiative?
- Should you staff in-house or outsource?
A
Top-down
13
Q
Preparing a Budget
EXAM SLIDE
- ____-based budgeting (ZBB)
- Start with zero funds and build a case for each item in your proposal
- -Justify cost
- Must list all WHP resources
- Assume there is no current _________ from decision makers
- Fear of leaving out initiatives if they may not be approved
- Putting together too large of a budget can open your initiatives up for scrutiny
A
Zero
commitment
14
Q
Preparing a Budget
EXAM SLIDE
- Must develop a sound _______
- Include cost itemization and how program and resources will meet company needs
- Consider resources required for new or existing programs
- _______ expenses – costs that vary month to month (e.g., utilities, advertising, equipment purchases)
- _____ expenses – costs that are consistent throughout year (e.g., salaries, facility/equipment leasing, maintenance)
- New programs will probably require more money
- -New personnel, trainings, facilities, equipment, materials
A
proposal
Variable
Fixed
15
Q
Preparing Your Proposal
*Should address company’s specific health-management needs
- Proposal parts
- Problem identification
- Goals
- Environmental assessment
- Worksite strategies
- Resource assessment
- Proposed program
- Expected costs
- Expected benefits
- Overall benefit-cost projection
A
Yuh
