Measuring a well-being program’s effectiveness is an important part of making sure your investment is producing the results you need. But, just how do you go about doing this? When do you start reviewing things? We actually believe that reviews should be an ongoing part of your program.
Ongoing measurement and review is an essential element of an effective well-being program.
How can you set up a useful review and analysis process or system? Follow these five steps to get started:
- Identify your program goals.
You have reasons for rolling out your program – tracking your progress toward those goals is therefore what you need to do. Make sure when you outline your goals, you delineate how they evolve year over year.
- Map metrics to those goals.
Once you know what you want to track, you should then be able to identify what metrics will help you do that. For example, if improving team culture is one of your goals, you may want to track how many people participate in group challenges. It may help in doing this by shifting your mindset from asking “What data do we want?” to “What insights do we want?” And, because your goals should evolve as your program matures, you will need to identify new metrics for your changing goals each year during your program cycle.
- Determine how to obtain information and insights.
The methods by which you can capture information may vary greatly based in part on what type of data you are measuring. Also, you may have more than one type of data capture method and you will want to evaluate each one for accuracy and efficiency.
- Review the data at set intervals.
At a minimum, a deep dive into your program every year is a must. However, waiting a full 12 months between reviews can make that onerous and increase your chance of missing out on some trends as they happen. It may also prevent you from having the opportunity to proactively make changes early on if things aren’t going as planned. Quarterly reviews give you the chance to see your population’s activity and progress more frequently so that you can keep your program fresh on a more regular basis. Frequent evaluation also personalizes your program for your company as well as for your employees or members.
- Use your insights to make decisions.
The whole point of tracking metrics is to make ongoing programming decisions that continue to support your ultimate goals. Let your insights from the information guide your choices, even if that means needing to pivot from what you originally thought you might do.
Your well-being program should be as dynamic as the people it serves. Let your metrics and review process help you make this so.
E-Book: From Interaction to Engagement: The Re-Engineering of Well-Being Programs
Blog: 6 Wellness Program Pitfalls and How You Can Avoid Them