Appendix

Return on Investment (ROI) Model—Sample Data Entry Materials

Introduction

The Health and productivity management (HPM) return on investment (ROI) tool is based on research showing that health care costs and workplace productivity are influenced by individual health risks (as well as by demographic characteristics). For example, individuals who eat right, exercise, and do not smoke cost less. By reducing these risks, you can thereby expect to see cost reductions. But you also need to consider how much money is invested to achieve these reductions. The tool predicts this financial return based on the information you enter regarding participants' health risks, demographic characteristics, the amount spent on the HPM program, and the degree of risk reduction among program participants.

Information provided in the data entry sheet below can help forecast an ROI, or desirable program cost levels, for many different HPM interventions. Once you complete the data entry sheet, information provided will be run through the ROI tool, and results will be provided to you. All you have to do is enter statistics for as many scenarios as you want to investigate. If you want to leave some or many rows blank, then that's fine too, and the model will then apply the default values listed. The default values come either from U.S. Census information or from the Centers for Disease Control and Prevention's Behavioral Risk Factor Surveillance Survey, for people aged 18–64 in the United States. ...

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