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HomeMy WebLinkAbout2018 Executive Summary - Wellness Audit Presentation© 2019 ARTHUR J. GALLAGHER & CO. | AJG.COMCity of Fort Worth: 2018 Executive SummarySeptember 2019 © 2019 ARTHUR J. GALLAGHER & CO. | AJG.COM2Agenda • Introductions• Project Objectives• Defining “Best In Class”oResource Inventoryo2018 Gallagher National Benchmarking SurveyoWellbeing & Engagement Custom Benchmarking SurveyoWork Force Evaluation• OpportunitiesoIn progressoCulture vs. Cost ControloNew Opportunities• Closing/Next Steps © 2019 ARTHUR J. GALLAGHER & CO. | AJG.COM3Project ObjectivesOBJECTIVE 1: Review & evaluate current wellness offerings and services•Resource InventoryOBJECTIVE 2: Benchmarking comparison of organizations similar in size, demographic & services offered•Benchmarking Survey & Strategy•Workforce EvaluationOBJECTIVE 3: Health Center Integration Evaluation•Onsite Health Center ConsultationOBJECTIVE 4: Data to measure success of programs •Success ReportingCity of Fort Worth’s Wellbeing & Engagement Goals(1) Reduce healthcare costs(2) Improve employee experience and satisfaction(3) Foster a desirable culture © 2019 ARTHUR J. GALLAGHER & CO. | AJG.COM4Assess CultureDefining “Best In Class”Resource InventoryWellbeing & Engagement Custom Benchmarking Survey2018 Gallagher National Benchmarking SurveyWorkforce Evaluation © 2019 ARTHUR J. GALLAGHER & CO. | AJG.COM5Assess Culture2018 Gallagher National Benchmarking SurveySource: Arthur J. Gallagher & Co., “2018 Benefits Strategy & Benchmarking Survey –Public Entity Industry Data” Top Organizational Priorities • Controlling Benefits Cost (65%)• Attracting & Retaining Talent (57%)• Operational Costs (53%)Solutions are evolving to support all aspects of total wellbeing. Top Career Wellbeing Components• Performance reviews (87%)• Rewards and recognition (80%) • Development training (67%) Top Financial Wellbeing Components• Financial advisor sessions (67%)• Employee discount programs (56%) • Gym subsidies (50%) Top Physical Wellbeing Components• Flu Shots (92%)• Health risk assessment (72%) • Biometric Screenings (71%) Top Social/Emotional Wellbeing Components• EAP provider program (92%)• Company sponsored gatherings (73%) • Wellness committee or champions (63%) Top Human Resources Priorities • Attracting & Retaining Talent (64%)• Controlling Benefit Costs (60%) • Training and Developing (42%) Top Community Wellbeing Components• Volunteer opportunities (82%)• Community engagement opportunities (66%) • Matching charity gift or donation program (15%) © 2019 ARTHUR J. GALLAGHER & CO. | AJG.COM6Assess CultureResource InventoryTuition reimbursementEmployee DiscountProgramsBlood Drives Health center Health coachingPerformance department: training and developmentFinancial Wellness Workshop / SeminarsCommunity volunteer opportunitiesObesity treatment program & Diabetes management programHealth & safetybenefits fairEmployee recognition Prescription medicinecoverageBlue Zones projects & pledgeFitness center discountsAnnual department eventsMembership / Certification reimbursementTobacco CessationassistanceEducation, seminars, workshopsEmployee Assistance ProgramCommuter ride shareConditionmanagementAbove and Beyond Highlights Career WellbeingFinancial WellbeingCommunity WellbeingPhysical WellbeingSocial/Emotional Wellbeing*Some items can fall within other areas of wellbeing © 2019 ARTHUR J. GALLAGHER & CO. | AJG.COM7Assess CultureCultureThemes Key Takeaways80% reported that management participates in wellbeing & engagement initiativesThe Top 5 wellbeing initiatives with the highest participation rating are offerings City of Fort Worth provides. (Health Challenges, Biometric Screening, Health Risk Assessment, Flu Shots & Annual Physical)53% provide an employer satisfaction survey or engagement surveyThe Top 2 reasons an organization invests in wellbeing are also City of Fort Worth’s top reasons (Reduce healthcare costs & Improve the employee experience and employee satisfaction)60% have a Wellbeing Committee46% reported over half of their eligible population uses any aspect of wellbeing initiatives offered26% spend less than $100 per eligible employee per year on wellbeing initiativesMajorityshare similar communication paths as City of Fort Worth (email, newsletters & Intranet)Top Challenges: Participation, cultural shift & executive buy-in Wellbeing & Engagement Custom Benchmarking Survey © 2019 ARTHUR J. GALLAGHER & CO. | AJG.COM8Assess CultureWorkforce Evaluation4077.3%1,494 26.9%1,098 19.8%66612.0%80.1%440.8%340.6%100.2%190.3%160.3%1953.5%71112.8%5049.1%3496.3%Entry-Level(Under 30)Mid-Career(30 - 44)Established(45 - 54)Pre-Retiree(55 and Over)MALEFEMALEAll OtherKeyAll OtherKeyWorkforce Distribution: Career StageWorkforce Distribution: TenureTenure % of All EEs Average Age15+ years 27.3% 51.0610 - 15 years 20.2% 46.775 - 10 years 16.6% 42.923 - 5 years 10.1% 39.89Less than 3 years 25.9% 38.17 © 2019 ARTHUR J. GALLAGHER & CO. | AJG.COM9OpportunitiesIn Progress• Student Loan Repayment• Financial wellbeing vendor (FinFit w/ SimplyWell)• Healthy vending machine optionsRecommended•Cost vs. CultureoCost control focus on Chronic Disease rather than “Physical Wellness”oMetrics and how to prove success•Communication strategyoConsolidation of current resources to one locationoCommunicate and promote the “Cheers” Initiative• Social and community events integration• Allowing time off for community initiatives• Log volunteer hours and track for the city• Revitalization Project city employee involvement • Integration of Behavioral Health into the onsite health clinic• Formal internship program• Formal mentorship program• Fitness center membership fee coverage• After school care discounts © 2019 ARTHUR J. GALLAGHER & CO. | AJG.COMGallagher Benefit Services, Inc., a subsidiary of Arthur J. Gallagher & Co., (Gallagher) is a non-investment firm that provides employee benefit and retirement plan consulting services to employers. Securities may be offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Gallagher’s Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gallagher Fiduciary Advisors, LLC’s (GFA) investment advisory, named and independent fiduciary services may be offered through Gallagher Fiduciary Advisors, LLC, an SEC Registered Investment Advisor (GFA) which is a single-member, limited liability company with Gallagher Benefit Services, Inc. as its single member. No employees of GFA are registered to offer securities or investment advisory services through Kestra IS or Kestra AS. GFA may pay referral fees or other remuneration to employees of AJG or its affiliates or to independent contractors; such payments do not change our fee. Some of the individuals employed by Gallagher are registered to offer securities through Kestra IS or investment advisory services through KestraAS. Neither Kestra IS, nor Kestra AS is affiliated with Gallagher or GFA. Neither Kestra IS, Kestra AS, Gallagher, GFA, their affiliates nor representatives provide accounting, legal or tax advice.Thank You!Carol ColleySenior Regional Wellbeing & Engagement ConsultantCarol_Colley@ajg.com469.341.4390Emily SchneiderRegional Wellbeing & Engagement SpecialistEmily_Schneider@ajg.com972.663.6137Ian GoodmanBenefits ConsultantIan_goodman@ajg.com512.930.8366