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Next Practices in Workplace Wellbeing:
How to Successfully Engage Your Organization
Honoring the 2015 Edington CBIZ Award Winners
A CBIZ Benefits  & Insurance  Services  Program
Today’s Agenda
• About the Award
• 2015 Honorees
EDINGTON CBIZ NEXT PRACTICE AWARDS2
About the Award
EDINGTON CBIZ NEXT PRACTICE AWARDS3
About the “Next Practice”
Award
• Recognizes organizations that are actively engaged in
the pursuit of a healthy, high-performing workplace and
workforce.
• Recognizes excellence in innovation, unique initiatives
and out-of-the box approaches to improving employee
health.
• Considers nominees in each of the five pillars outlined in
Dr. Edington’s book, “Zero Trends: Health as a Serious
Economic Strategy”
EDINGTON CBIZ NEXT PRACTICE AWARDS4
About the “Great Beginnings”
Award
An extension of the Next Practice Award, Great Beginnings
recognizes organizations that have begun the journey to
workplace wellbeing, have had early successes, and are
focused on becoming innovators in each pillar in the future.
EDINGTON CBIZ NEXT PRACTICE AWARDS5
The Pillars of a Win‐Win Organizational Philosophy
Zero Trends 
(Structural)
Win‐Win Philosophy
(Functional)
Pillar 1 – Senior Leadership Pillar 1 – Engaged and Committed 
Leadership
Pillar 2 – Operations Leadership  Pillar 2 – Positive Organizational 
Environment, Culture and Climate
Pillar 3 – Self‐Leadership Pillar 3 – Self‐Leadership and Positive 
Individual Health
Pillar 4 – Rewards and Recognition Pillar 4 – Positive Personal Motivation
Pillar 5 – Quality Assurance Pillar 5 – Measure and Communicate 
What Matters
EDINGTON CBIZ NEXT PRACTICE AWARDS6
We imagine…flourishing organizations and individuals 
whose criteria for success is more than wealth creation ...  
 …a world where thriving organizations position wellness and well‐
being as a part of their Organizational Win‐Win Philosophy.
 …a world where thriving individuals are engaged in meaningful work 
in a high‐quality inspiring environment built on trust and respect.
 …a world where organizations and individuals find support for their 
shared values and are challenged to realize their full potential to get 
to shared results.
 …a world where organizations understand everything that happens 
in the organization impacts the wellness  and well‐being of the 
organization and the individuals.
EDINGTON CBIZ NEXT PRACTICE AWARDS7
Our Honorees
NEXT PRACTICE AWARD WINNERS -
2015
EDINGTON CBIZ NEXT PRACTICE AWARDS8
Next Practice Winners
• Pillar I – Senior Leadership
 Aduro, Inc.
 Anne Arundel Medical Center
• Pillar II – Operational Leadership
 Blue Valley Unified School District
 Emory University & Emory Healthcare
 ESC Lab Sciences
• Pillar III – Self-Leadership
 Aduro, Inc.
 American Specialty Health, Inc.
 Blue Valley Unified School District
 Institute of Nuclear Power Operations (INPO)
 Kaiser Permanente and the Coalition of
Kaiser Permanente Unions
 Raytown Quality School District
 Viverae
EDINGTON CBIZ NEXT PRACTICE AWARDS9
Great Beginnings
• Pillar I – Senior Leadership:
 Blue Valley Unified School District
 Kansas City Area Transportation Authority (KCATA)
 Raytown Quality School District
• Pillar II – Operational Leadership:
 Aduro, Inc.
 Alhambra Elementary School District
 Kansas City Area Transportation Authority (KCATA)
 Park Hill School District
 Raytown Quality School District
 Sonic Boom Wellness
• Pillar III – Self-Leadership:
 CentraState Healthcare System
 Kansas Department of Health and Environment/HealthQuest
 POAH Communities
 Salt River Pima-Maricopa Indian Community
• Pillar IV – Recognition & Rewards:
 Blue Valley Unified School District
EDINGTON CBIZ NEXT PRACTICE AWARDS10
Anne Arundel Medical
Center
Annapolis, MD
JULIE MCGOVERN, CHIEF HUMAN
RESOURCES OFFICER
EDINGTON CBIZ NEXT PRACTICE AWARDS11
Julie McGovern
August 2nd, 2016
Julie McGovern
August 2nd, 2016
12
Purpose Wellbeing: how you
occupy your time and liking what
you do each day
Social Wellbeing: having strong
relationships and love in your life
Financial Wellbeing: effectively
managing your economic life to
reduce stress and increase security
Physical Wellbeing: having good
health and enough energy to get
things done on a daily basis
Community Wellbeing: the sense
of engagement and involvement
you have with the area where you
live
Wellbeing Elements
WELLBEING
The Five Essential Elements
Tom Rath & Jim Harter
2010
13
Wellbeing Structure
•Leadership
•Action Plans
•Department
Champions
•Individual
engagement
•Executive Champions
•Co-leads
•Members
•VP HR
•Wellbeing Specialist
•Goal Setting
•Communication
•5 Committees
•Dept. action plans
Organization
Steering
Committee
DepartmentsWorkforce
14
15
ESC Lab Sciences
Mt. Juliet, TN
NICOLE OTT, HR GENERALIST
EDINGTON CBIZ NEXT PRACTICE AWARDS16
. . .Green Technology through 
Innovation
17
. . .Green Technology through 
Innovation
Pillar II: Operational Leadership
Mission Statement
To be the Lab of Choice for our Clients and Staff Owners
18
. . .Green Technology through 
Innovation
Wellness
Vendor
Fitbit
Integration
Wellness
Challenges
19
. . .Green Technology through 
Innovation
Vegetable
Garden
Community
Supported
Agriculture
Beehive
20
. . .Green Technology through 
Innovation
Onsite Gym
Walking Trail
Ping Pong
Yoga
21
. . .Green Technology through 
Innovation
Soccer
5K & Running Club
Bike Shop
Dragon Boat
22
. . .Green Technology through 
Innovation
Financial Wellbeing
Lunch and Learns
401K &
Investing
Orientations
23
Emory University & Emory
Healthcare
Atlanta, GA
MICHAEL STAUFACKER, MA,
MCHES,
DIRECTOR OF HEALTH
MANAGEMENT
EDINGTON CBIZ NEXT PRACTICE AWARDS24
About Emory
• Top 20 private research university, and Georgia’s 2nd
largest integrated health system, employing 29,000.
• Nine schools and colleges with 15,000 students.
• Five hospitals and clinics with 2,000+ providers.
• Notable faculty include President Jimmy Carter, 
Salman Rushdie, Sanjay Gupta and the Dalai Lama.
EDINGTON CBIZ NEXT PRACTICE AWARDS25
Healthy Emory: Strategic Placemat
EDINGTON CBIZ NEXT PRACTICE AWARDS26
Healthy Emory: Strategic Placemat
EDINGTON CBIZ NEXT PRACTICE AWARDS27
Move More Challenge: Employee
Success Story
EDINGTON CBIZ NEXT PRACTICE AWARDS28
Raytown Quality School
District
Raytown, MO
EDINGTON CBIZ NEXT PRACTICE AWARDS29
DR. STEVE SHELTON, ASSOCIATE
SUPERINTENDENT OF
OPERATIONS
SELF-LEADERSHIP
A L L S T R E A M S L E A D T O T H E S A M E R I V E R
EDINGTON CBIZ NEXT PRACTICE AWARDS30
WHY IS SELF LEADERSHIP IMPORTANT TO THE HEALTH OF
EMPLOYEES,DISTRICT, AND COMMUNITY
Recruit and Retain Staff to Ensure a High Quality Educational Environment
Ensure the School Community is Welcomed and Valued
EDINGTON CBIZ NEXT PRACTICE AWARDS31
LEVELS OF SELF-LEADERSHIP
Board of Education and Superintendent
• Vision
• Resources
• Accountability
Wellness Champions
• Direction and Feedback
• Communication
• Data Review
EDINGTON CBIZ NEXT PRACTICE AWARDS32
LEVELS OF SELF-LEADERSHIP
Staff Members
• HRA - Data
• Goals
• Plan
Community - Data, Goals, Outcomes
• Buildings and Departments
• Teams within Buildings and Departments
• Friendships
• Community Members
• Family
EDINGTON CBIZ NEXT PRACTICE AWARDS33
SELF-LEADERSHIP AND SELF-MOTIVATION
What motivates a person or a group of People
• Long Lasting Motivation is Driven by Meaning and Purpose
• Giving Staff and Groups of Staff Members the Autonomy and Authority to
Succeed and Fail
• Providing Resources
• Celebrating
A staff member’s story...
EDINGTON CBIZ NEXT PRACTICE AWARDS34
Blue Valley Unified School
District #229
Overland Park, KS
LISA UNDERWOOD, HEALTH &
WELLBEING COORDINATOR
EDINGTON CBIZ NEXT PRACTICE AWARDS35
Blue Valley Unified School District #229
MyHealth ‐ Blue Valley Schools Employee 
Wellbeing Program
Lisa Underwood, MS – Employee Health & Wellbeing Coordinator
EDINGTON CBIZ NEXT PRACTICE AWARDS36
Blue Valley Unified School District 
Operational & Self‐Leadership
 District Overview
 Located in Overland Park, KS 
 Established in 1965
 42 schools/buildings
 3200 employees (81% F; 19% M; average age 45)
 22,000 students
 Mission Statement:  Unprecedented academic success and 
unparalleled personal growth
 Focus is on individualized, personalized  learning 
EDINGTON CBIZ NEXT PRACTICE AWARDS37
Transition from Wellness to Wellbeing
Wellbeing mission statement & goals
 Support employees to be healthy in body, mind and spirit
 Help employees balance work and personal life
 Control rising costs of medical expenses for both employee 
and district
 Educate employees on how best to utilize benefits and 
resources.  Knowledge is power! 
EDINGTON CBIZ NEXT PRACTICE AWARDS38
Create A Positive Culture of Wellbeing
Operational Leadership
 Starts with top senior leaders
 Partnerships created with best‐in‐class resources
 Committees:  Employee Benefits; Building Wellness 
Coordinators; Principals, Retirement Subcommittee
 Middle management supports and promotes programs and 
services to all employees and spouses
 Positive cultures created in each building  – wide support 
and promotion
 Maximize communication methods
EDINGTON CBIZ NEXT PRACTICE AWARDS39
Creating Winners
Programs and incentives available to all risk 
levels, employees and spouses
 Equal opportunity to earn incentives and create positive 
wellbeing
 Biometric achievements awarded
 Social networking platform 
 Tom Rath & Jim Harter’s Five Elements of Wellbeing are 
supported through individualized, personalized learning.  
This mirrors the District’s strategic plan for students.  
EDINGTON CBIZ NEXT PRACTICE AWARDS40
Rewards & Recognition
Positive Reinforcement of behavior change:
 Incentives offered throughout the year
 Variety of incentives provided
 Public recognition
 Social capital credits
 Recognize, promote and achieve intrinsic value
EDINGTON CBIZ NEXT PRACTICE AWARDS41
Questions?
EDINGTON CBIZ NEXT PRACTICE AWARDS42
About CBIZ, Inc.
Named one of America’s 2015 Best Employers and ranked as
the #1 employer in the consulting and accounting industry by
Forbes magazine, CBIZ, Inc. provides professional business
services that help clients better manage their finances and
employees. CBIZ provides its clients with financial services
including accounting, tax, financial advisory, government health
care consulting, risk advisory, real estate consulting, and
valuation services. Employee services include employee benefits
consulting, property and casualty insurance, retirement plan
consulting, payroll, life insurance, HR consulting, and executive
recruitment. As one of the nation’s largest brokers of employee
benefits and property and casualty insurance, and one of the
largest accounting and valuation companies in the United States,
the Company’s services are provided through more than 100
Company offices in 33 states.
EDINGTON CBIZ NEXT PRACTICE AWARDS43
About Edington Associates, LLC
Edington Associates partners with organizations to develop
healthy and high performing workplaces and people for the
21st century. The Edington integrated approach helps
organizations become champion companies through
customized research, experiences and solutions to build
supportive leadership and healthy and high-performing
work environments; design and leverage effective systems
and design thinking processes; and, create timely and
actionable strategic, systematic, systemic and sustainable
plans to build champion workplaces and workforces that we
would even like our children to work in.
EDINGTON CBIZ NEXT PRACTICE AWARDS44

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Next Practices in Workplace Wellbeing: How to Successfully Engage Your Organization