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Measurement and Evaluation

This work involves designing methods to monitor or evaluate the structure, process, and outcomes of health and wellbeing programs. This includes cost-effectiveness, return-on-investment (ROI) and value-on-investment (VOI) studies. 

Measurement and Evaluation Projects

International Monetary Fund (IMF) – Analysis of the 2023 Health and Wellness Survey (2023-2024) 

By examining the results of the 2023 Employee Health and Wellness Survey and comparing them to 2019 survey findings, the Institute is assessing needs, tracking progress, and developing recommendations to enhance the IMF’s support for employee health and wellbeing.   

AT&T – FirstNet Health and Wellness (2023) 

 The Institute is developing a Mental Health, Wellness, & Readiness Measurement and Evaluation (M&E) Framework for AT&T, aimed at supporting the health, wellness, and readiness of American first responders and their families. The framework will establish program evaluation measures, collect baseline data, evaluate program impacts, and establish an ongoing M&E infrastructure. 

World Bank Group (WBG) - Academic Research and Analytics for the Health, Wellness, and Safety Program (2020-2023) 

The Institute is assisting the WBG on multiple projects, including employee COVID-19 testing and vaccination guidance, a study of onsite healthcare utilization and costs, and an evaluation of the health and wellbeing of employees globally through analysis of the Employee Health and Safety Survey. 

Branstad Foundation (2020-2023) 

Using an employer’s health care claims data, the Institute evaluated the COAC (Champion of All Care) model in terms of its ability to demonstrate net improvements in health risk scores, risk stratification bands, health care utilization, and related costs compared to employees not enrolled in the initiative.  

Johnson and Johnson: Revisiting the Health & Wellness Program at Johnson & Johnson (2020-2021) 

In partnership with IBM Watson Health, the Institute re-evaluated Johnson & Johnson’s Health & Wellness Program to determine its effectiveness, after four decades, in improving employees’ health and wellbeing, managing health care spending, and contributing to the company’s business outcomes.  

NIH - Digital Health Solutions for COVID-10: Smarter Contact Tracing and Digital Health Pass (2020-2021) 

The Institute, in partnership with IBM Watson Health and MedStar Health, piloted two digital health solutions – IBM Smarter Contact Tracing and IBM Digital Health Pass technology – to identify and mitigate COVID-19 exposures and spread in a high-risk-of-transmission work environment.

International Monetary Fund (IMF) – Developing a Mental Health Strategy (2020-2021) 

The Institute supported the IMF Mental Health Strategy Task Force in analyzing its existing programs, policies, employee data, and related information to develop a mental health strategy for the United Nations agency. 

Brazilian Social Services for Industry – Consulting on a National Integrated Health Management Strategy (2020-2021) 

The Institute provided consulting on the development of a national integrated health management strategy for the Department of Quality of Life at the Brazilian Social Services for Industry (Serviço Social da Indústria – SESI) to inform and educate senior SESI officials on workplace economic evaluation methods for its services. 

Emory University - Healthy Emory Measurement and Evaluation Plan (2020) 

 The Institute provided consultation, collected baseline data, evaluated program impacts, and established an ongoing Measurement and Evaluation (M&E) M&E infrastructure for Emory University to guide a Healthy Emory program evaluation and enhancement initiative.  

New York City Office of Labor Relations (NYC OLR) – WorkWell NYC Annual Survey (2019-2020) 

The Institute assisted NYC OLR in developing the WorkWell NYC Program Evaluation Annual Participant Survey to demonstrate program impact and inform future program offerings that enable almost 400,000 City of New York employees to live a healthy and active lifestyle at work, at home, and in the community. 

International Monetary Fund (IMF) – Analysis of the 2019 Health and Wellness Survey (2019-2020) 

The Institute assisted the IMF in examining the results of the 2019 Employee Health and Wellness Survey and comparing those results to 2013 survey findings to develop recommendations that address the medical, travel, health, and wellness needs of its approximately 5,000 associates.

bp - Consulting to Support bp's Global Wellbeing Charter (2018-2020) 

 The Institute assisted bp in developing a measurement and evaluation plan to track improvements in employee health and wellbeing, and how these impact business outcomes. 

Social Service of Industry (SESI) – Brazil (2017-2020) 

The Institute assisted SESI in collecting organizational and individual worker data and developing an ROI Calculator that identified opportunities for improving employee health and safety, evaluating health program effectiveness, and documenting the relationship between improvements in workers’ health and consequent cost savings. 

Northwell Health (2016-2020) 

The Institute established a measurement and evaluation framework to guide the design and enhancement of the Northwell Health Employee Wellness Program (NWH EWP). This project entailed collecting and annually updating data related to program structure, process, and 12 outcome measures, and evaluating the program’s success factors.  

Chevron – Consulting to Support the Development of Enterprise-Wide Health Metrics (2014-2020) 

The Institute provided consulting and technical assistance to Chevron to support the development of an enterprise-wide health metrics index, which involved stakeholder interviews, health-related "heat maps," landscape assessment of corporate health metric initiatives, benchmarking studies, and measures development. 

Bipartisan Policy Center (BCP) – Evaluation of The CEO Council on Health and Innovation Physical Activity Challenge Pilot (2014-2019) 

The Institute supported BPC’s CEO Council in evaluating the effectiveness of a multi-sector physical activity challenge, a pilot program aimed at raising awareness and encouraging employers to promote health and wellbeing through physical activity. Learn more: Original Article; Webcast

Arthritis Foundation - Evaluating the Walk with Ease Program (2015-2016) 

The Institute supported the Arthritis Foundation’s work to expand the Walk with Ease (WWE) program, which teaches individuals with arthritis how to safely incorporate physical activity into their lives. The Institute conducted a process evaluation to guide the future expansion of WWE program’s content and reach in workplace settings. 

Ford Motor Company and The UAW Retiree Medical Benefit Trust - Evaluating the Enhanced Care Program (ECP) (2015-2016) 

The Institute Partnered with Truven Health Analytics to lead the evaluation of the Enhanced Care Program (ECP), which aimed to improve medical care for complicated and costly Ford Motor Company and United Auto Workers Trust employees by providing high-touch case management services from dedicated nurse care managers.  

The Coca-Cola Company – Developing A Wellbeing Measurement Framework and Evaluation Plan (2014-2016) 

The Institute developed a measurement and evaluation plan to assess the impact of the Associate Well-Being (AWB) program for U.S.-based associates and a subset of employees based in the Atlanta headquarters to track over time program participation and its impact on healthcare costs and utilization, well-being risks, and productivity. 

1199 SEIU Labor Management – Consultation (2015) 

The Institute provided strategic consultation to the 1199 SEUI Labor Management organization, including the refinement of its survey instruments, implementation plans, data analysis, and reporting. 

Department of Defense – Evaluation Support for the Healthy Base Initiative (2013-2015) 

The Institute developed measurement and evaluation plans, in addition to a data analysis and dissemination strategy, to assist the Office of the Secretary of Defense and other contracted partners in evaluating the Healthy Base Initiative (HBI), aimed at reducing obesity and tobacco use among U.S. military personnel and their dependents at 14 military installations worldwide.


Lockheed Martin Corporation – Lower Back Pain Study (2014) 

The Institute conducted analyses focused on the incidence and prevalence of low back pain in an employed population. Other projects with Lockheed Martin Corporation included developing alternative methods for determining the prevalence, incidence, and cost burden of coronary artery disease.


Weight Watchers – Obesity-Overweight Study (2014) 

The Institute worked with Weight Watchers and Truven Health to estimate likely savings from weight loss and reductions in obesity rates among employed individuals. Results from the study were used to monetize the economic impact of weight loss on both direct medical and indirect productivity-related costs. 

Bristol-Myers Squibb – Evaluation of the Living Better for Life and Enhanced Benefit for Diabetes Programs (2011-2014) 

The Institute conducted a study to evaluate the quality of implementation, engagement, and impact of the Bristol-Myers Squibb (BMS) Living Life Better (LLB) wellness program and assess its healthcare costs and utilization, medication adherence, and workplace productivity. 

Bipartisan Policy Center (BPC) – Health Care Cost Containment Initiative (2012-2013) 

The Institute provided advice and guidance to  Bipartisan Policy Center’s Health Care Cost Containment Initiative to identify the best workplace health promotion programs demonstrating the highest ROI, scalability, and replication opportunities.


Blue Cross Blue Shield of Minnesota (BCBS MN) – Evaluation of the Health Incentives Program (2012-2013) 

The Institute conducted an external and objective multi-site evaluation of the Healthy Incentives Program implemented for three BCBS MN clients to assess the program’s impact on health care utilization, costs, and health risks and sought to estimate the ROI.  

OPM - Comprehensive Evaluation Support for the Federal Employee Worksite Health and Wellness Initiative (2010-2013) 

The Institute conducted an evaluation of “WELLNESSWORKS”, a worksite health promotion program for U.S. federal employees at the downtown Washington, DC campus, to determine the program effectiveness in improving employee health, heightening productivity, and reducing health care utilization and costs.

Whirlpool – Study of the Relationship between Tobacco Use and Costs (2011-2012) 

Using demographic, health risk appraisal (HRA), and healthcare and productivity data, the Institute assisted Whirlpool in determining whether the company’s tobacco cessation offerings were effective in improving employee health and reducing costs to the organization.


CDC - Promoting Health Policy and Disease Prevention Cooperative Agreement (2011-2012) 

The Institute developed a report to analyze the cost-effectiveness of the zoster vaccine to address the burden of herpes zoster in adults. The Institute also estimated the reduced burden of disease that could be prevented through vaccination to guide federal, state, and local health departments to prioritize their resources for adult immunization efforts. 

Blue Cross and Blue Shield Association – Healthcare Delivery Initiatives Measurement Project (2010-2011) 

The Institute gathered and synthesized data from five insurer-provider pairs and reported on the effects of these strategies for health plans, providers, and policymakers to assess the effectiveness of alternative reimbursement models in terms of their impact on healthcare utilization and cost, quality of care, and patient satisfaction.

U.S. Army Public Health Command - Psychological Health Demonstrations (2010-2011) 

Funded by the U.S. Army Public Health Command, the Institute collaborated with Force Health Protection and Readiness and the Department of Defense on two psychological health demonstrations to determine whether a designated health promotion specialist successfully facilitated better coordination of health services and resources. The Institute also orchestrated cooperation among installation agencies.

CDC Foundation - Implementing and Evaluating Evidence-Based Obesity Management Programs in Real-World Employer Settings (2008-2010) 

The Institute and Truven Health collaborated with the CDC Foundation to test the effectiveness of CDC’s LEAN Works! – Leading Employees to Activity and Nutrition, aimed at combatting obesity in the workplace. The project sought to assess the feasibility of implementing the CDC Foundation's evidence-based interventions and tools in real-world employer settings.


Pepsi Bottling Group – A Study of the Relationship between Employee Health and Safety (2008-2010) 

The Institute and Truven Health examined the relationship between employee health risks and financial metrics using a database containing health risk appraisal (HRA) data, workers’ compensation records, productivity surveys, short-term disability files, and health and pharmaceutical claims.


NHLBI - Environmental Approaches to Obesity Prevention and Management at The Dow Chemical Company (2004-2010) 

The Institute partnered with Truven Health, the University of Georgia (UGA), the National Business Group on Health (NBGH), and The Dow Chemical Company (Dow) in a five-year study funded by The National Heart, Lung, and Blood Institute (NHLBI). The study aimed to design, implement, and evaluate an environmental and ecological intervention program aimed at preventing and managing obesity in the workplace.

New York State Department of Health (NYSDOH) – Employee Health Promotion Initiative (2008-2009) 

The Institute collaborated with the New York State Department of Health (NYSDOH) and the Cayuga Community Health Network, (CCHN) to identify and engage small- to medium-sized employers in health promotion programs, and to assess the potential role of rural health networks in facilitating such programs. The project entailed developing a Community-Wide Cardiovascular Risk Reduction Initiative.


American Specialty Health – Healthyroads Weight Management Program Return-on-investment (ROI) (2007-2008) 

The Institute evaluated the ROI from the Healthyroads Weight Management Program by comparing changes in medical care and productivity savings to program costs using a defined set of inputs. The project demonstrated how employers can estimate the ROI from health promotion programs.


King County (Washington State) – Health Risk Profile, Absenteeism, and Presenteeism Analysis (2007-2008) 

The Institute assisted in evaluating the health and financial impact of King County’s comprehensive incentive-based workplace health promotion program for its 20,000 employees and dependents. A multi-year evaluation determined that the program improved population health and reduced the rate of increase in healthcare spending.

Learn more: USA Today; King County Executive News

CDC – Worksite Health Promotion: Public-Private Partnerships (2004-2008) 

The Institute collected data from 27 sites in New York City for a quasi-experimental study and measured the incremental effects of high-intensity, comprehensive workplace health promotion interventions developed and implemented by the New York City Department of Health and Mental Hygiene to assess program impact on critical employee health and organization success factors.


CMS - Medicare Senior Risk Reduction Demonstration (2005-2007) 

The Institute partnered with Truven Health to provide implementation support for the Senior Risk Reduction Demonstration (SRRD), including evaluating the program’s ROI, testing tailored intervention materials, assessing the program's ability to make referrals to community/volunteer programs, and determining program acceptability to beneficiaries.