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1 PRELIMINARY INFORMATION
- 1.1 Name of organization.
- 1.2 Name of rater.
- 1.3 Date of interview.
- 1.4 Name of interviewee.
- 1.4.1 Current title or position of interviewee.
- 1 CEO/President/Administrator/Comptroller
- 2 Director/Administrator (except personnel)
- 3 Assistant to the Director/ Administrator/
Commissioner/ Vice President (except personnel)
- 4 Personnel Manager or Director/Human Resource
Manager/Other Personnel position
- 5 Benefits Manager
- 6 Health and Safety Officer
- 7 Health Promotion/Wellness Manager
- 8 Dietary/Nutritional/Food Service Manager/Chef/Other
Food Services
- 9 Occupational Nurse
- 10 Company Physician
- 11 Other Manager/Officer
- 12 Labor Representative/Union Steward, Etc.
- 13 Clerical/Administrative Assistant
- 14 Teacher
- 15 Other
2 ORGANIZATIONAL DEMOGRAPHICS
- 2.1 Is the worksite self-insured for employee health
and medical benefits?
- 2.2 In which industrial sector is this worksite
located?
- 2.3 About what percent of the workforce is unionized?
- 2.4 As of the last payroll and not counting temporary
or seasonal employees, how many employees:
- 2.4.1 work here?
- 2.4.2 work full time?
- 2.4.3 work part time?
- 2.4.4 are female?
- 2.4.5 are racially white?
- 2.4.6 are under 40?
- 2.5 What is the average wage of employees:
- 2.5.1 average weekly wage OR
- 2.5.2 average annual salary
- 2.6 Excluding any security staff, which of the following
work shifts does this worksite have?
- 2.7 Approximately what percent of full and part-time
employees at this worksite would be classified as
manual labor?
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3 SMOKING
- 3.1 Does the worksite have a written smoke free
work environment policy?
- 3.1.1 What is the extent of the smoking ban?
- 1 a partial ban on smoking (designated or de
facto smoking areas in the building)
- 2 smoking allowed on the grounds but not in
the building
- 3 a total ban throughout the premises (including
grounds)
- 3.2 Does the worksite provide any type of incentives
for being a non-smoker or quitting smoking
- 3.3 Did this worksite provide directly or promote
insurance company sponsored smoking cessation programs/services
during the previous 24 months?
- 3.3.1 provides or promotes on-site programs
- 3.3.2 provides or promotes off-site programs
- 3.3.3 subsidizes at least half by the company
- 3.3.4 uses credentialed instructors (someone officially
qualified)*
- 3.3.5 uses more than one form of program delivery
(e.g., self-study materials such as computers, video/audio
cassettes, self-paced learning manuals)
- 3.3.6 promotes the availability of programs through
at least two communication channels (newsletters,
bulletin boards)
- 3.3.7 provides access during company time (not lunch
hour)
- 3.3.8 has a written plan to identify and recruit
high risk individuals.
- 3.3.9 provides or subsidizes the use of the nicotine
patch or other nicotine substitute products in conjunction
with the program.
- 3.3.10 provides incentives to increase participation
- 3.3.11 evaluates by asking participants their perceptions
of program quality (e.g., program-end surveys)
- 3.3.12 evaluates the program by comparing pre-determined
objectives to outcome measures (e.g., % of smokers
who quit)
- 3.4 Does the worksite provide for the sale of tobacco
products on site (e.g., vending machines, vendors)?
- 3.5 Did the worksite provide anti-smoking educational
messages to the general employee population during
the previous 12 months such as through posters, brochures,
videos or lectures?
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4 NUTRITION
- 4.1 Does the worksite have vending machines for
employees to access food during working hours?**
- 4.2 Does the company have a cafeteria?**
- 4.3 Did the worksite provide directly or promote
insurance company-sponsored weight control programs
during the previous 24 months?
- Yes / No
- 4.3.1 provides on-site programs
- 4.3.2 provides off-site programs
- 4.3.3 subsidizes at least half by the company
- 4.3.4 uses credentialed instructors*
- 4.3.5 uses more than one form of program delivery
(e.g., self-study materials such as computers, video/
audio cassettes, self-paced learning manuals)
- 4.3.6 promotes the availability of programs through
at least two communication channels (newsletters,
bulletin boards)
- 4.3.7 provides access during company time (not lunch
hour)
- 4.3.8 has a written plan to identify and recruit
high risk individuals
- 4.3.9 provides incentives to increase participation
- 4.3.10 evaluates by asking participants their perceptions
of program quality (e.g., program-end surveys)
- 4.3.11 evaluates the program by comparing pre-determined
objectives to outcome measures (e.g., % of pounds
lost)
- 4.4 Did the worksite provide directly or promote
insurance company sponsored "healthy eating" programs
during the previous 24 months?
- Yes / No
- 4.4.1 provides on-site programs
- 4.4.2 provides off-site programs
- 4.4.3 subsidizes at least half by the company
- 4.4.4 uses credentialed instructors*
- 4.4.5 uses more than one form of program delivery
(e.g., self-study materials such as computers, video/
audio cassettes, self-paced learning manuals)
- 4.4.6 promotes the availability of programs through
at least two communication channels (newsletters,
bulletin boards)
- 4.4.7 provides access during company time (not lunch
hour)
- 4.4.8 has a written plan to identify and recruit
high risk individuals
- 4.4.9 provides incentives to increase participation
- 4.4.10 evaluates by asking participants their perceptions
of program quality (e.g., program-end surveys)
- 4.4.11 evaluates the program by comparing pre-determined
objectives to outcome measures (e.g., de-creased fat
consumption)
- 4.5 Does the worksite subsidize or provide free
food options for employee meetings?
- Yes / No
- 4.5.1 Subsidize or provide nutritious (See Guidelines
for Heart Healthful Food at the Worksite) food options
(free apples, juices, popcorn, etc.) for employees,
including at meetings?
- 4.5.2 Subsidize or provide non-nutritious food options
(free coffee, soda, donuts, etc.) for employees, including
at meetings?
- 4.6 Did the worksite provide healthy eating messages
to the general employee population during the previous
12 months such as through posters, newsletters, bulletin
boards, brochures, videos or lectures, etc.
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5 PHYSICAL ACTIVITY
- 5.1 Does the Worksite provide a shower and changing
facility for employees who want to bike/run/walk to
work or exercise during off hours (lunch)?**
- 5.2 Does the worksite provide an exercise facility
on site? **
- 5.3 Does the worksite subsidize exercise facility
memberships off site?
- 5.4 Has the worksite provided or promoted insurance
company sponsored fitness oriented programs for employees
other than use of an exercise facility during the
previous 24 months? (e.g., walking, stretching, low
back health exercises, aerobics)
- 5.5 Does the worksite sponsor sports teams or events
(e.g., corporate challenge) for employees?
- 5.6 Has the worksite provided or subsidized fitness
assessments during the previous 24 months?
- 5.7 Does the worksite provide or maintain outdoor
exercise areas or playing fields for employee use?
- 5.8 Does the worksite have a written policy statement
supporting employee physical fitness
- 5.9 Does the worksite provide any type of incentives
for engaging in physical activity?
- 5.10 Has the worksite provided exercise/physical
fitness specific messages to the general employee
population during the previous 12 months such as through
posters, brochures, videos or lectures etc.?
- 5.11 Does the worksite organize or sponsor a lunch
time/after work walking club?
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6 STRESS
- 6.1 Does the worksite provide an employee assistance
program (EAP)?
- 6.2 Did the worksite sponsor or organize regular
social events (company picnic, Holiday party, etc.)
during the previous 12 months?
- 6.3 Did the worksite provide directly or promote
insurance company sponsored educational programs for
stress or related issues (e.g., relaxation training,
assertiveness, communication, time management, social
interactions) during the previous 24 months?
- 6.4 Did the worksite provide management training
on workplace stress related issues (performance review,
communication, personnel management, etc.) during
the previous 24 months?
- 6.5 Does the worksite provide an employee lounge
(non-cafeteria and for employees only) where employees
can take a break?
- 6.6 Does the worksite provide a facility where
employees can go to practice relaxation exercises**
(e.g., mediation, yoga, biofeedback)?
- 6.7 Does the worksite have a sexual harassment
policy?
- 6.8 Did the worksite provide stress management
educational messages to the general employee population
during the previous 12 months such as through posters,
brochures, videos or lectures, etc?
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7 SCREENING
- 7.1 Did the worksite provide blood pressure screening
(beyond pre-employment physicals) during the previous
24 months?
- 7.2 Did the worksite provide cholesterol screening
during the previous 24 months?
- 7.3 Did the worksite provide blood tests for sugar
during the previous 24 months?
- 7.4 Did the worksite provide health risk appraisal
assessments during the previous 24 months?
- 7.5 Does the worksite make blood pressure monitoring
devices available for employee self assessments?
- 7.6 Did the worksite provide health screening educational
messages to the general employee population during
the previous 12 months such as through posters, brochures,
videos or lectures, etc.?
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8 ADMINISTRATIVE STRUCTURE
- 8.1 Does the worksite have a wellness committee?
- 8.2 Does the worksite set annual organizational
objectives for wellness
- 8.3 Does the worksite contain references to improving/maintaining
employee health in the organizational mission statement?
- 8.4 Does the worksite provide health education
services (instruction, screening, etc.) to family
members of employees?
- 8.5 Does the worksite have an individual responsible
for delivery of a health promotion (wellness) program?
- 8.6 Did the worksite complete a needs assessment
during the previous 24 months?
- 8.7 Did the worksite evaluate health promotion
efforts during the previous 12 months?
- 8.8 Did the worksite provide general health enhancement
messages to the employee population during the previous
12 months such as through posters, newsletters, brochures,
videos or lectures, etc.?
- 8.9 Does the worksite maintain membership in a
wellness coalition or health council?
- 8.10 Does the worksite provide management support
for worksite health promotion during the previous
12 months by providing an annual message from the
CEO supporting health promotion (personal address,
memo, newsletter article, etc.) and providing managers
with performance objectives related to worksite health?
- 8.11 Does the worksite have a program theme or
logo?
- 8.12 Did the worksite provide management training
seminars within the last 36 months on the importance
of employee health promotion
- 8.13 Does the worksite provide policies to recruit
and retain health oriented employees?
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9 ORGANIZATIONAL FOUNDATIONS
- 9.1 Did the worksite use some form of negotiated
management by objective format between the employee
and supervisor for determining workload (either through
collective bargaining or individual negotiation)?
- 9.2 Did the worksite use a formal employee appraisal
process for the supervisor to assess employee performance?
- 9.3 Does the worksite have a formal employee grievance
procedure?
- 9.4 Does the worksite provide flexible work scheduling
policies (flextime schedule/work at home)?
- 9.5 Does the worksite provide leave/vacation time
allowances?
- 9.6 Does the worksite provide extended disability
coverage or sick time allowances (e.g., sick banks)?
- 9.7 Does the worksite have a strategy to address
dependent (child/elder) care?
- 9.8 Does the worksite subsidize the employee's
health insurance by at least 50%?
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