Corporate Fitness and Active Aging

Unless you live under a really, really big rock, you have no doubt heard about the importance of robust wellness opportunities as central to a successful senior living community. There have been some fabulous profiles lately on organizations that are doing an amazing job of connecting their residents and others in the surrounding areas to opportunities to live well. Two recent examples highlighted by LeadingAge are these:

• Redstone Highlands: Getting prospective residents to join the club
• Providence Point: Food tastings from around the world

What strikes me about both of these offerings is that they are wellness initiatives. I don’t know that the communities packaged them that way, but in fact, they are a model of innovative wellness programming at its very best.

The other element I find compelling about these offerings is that they’re culturally driven. That is to say that this type of creativity can only come from an organization that believes that living well is truly central to its brand.

When your senior living communities investigate what’s possible under the umbrella of resident wellness, it’s important to consider what it is you truly want to build. Is wellbeing something that leadership wants to cultivate, explore, and weave into the very fabric of the community? Or is the community focus elsewhere for now, such that wellness is more of a task that needs to be crossed off the long list?

Looking for the Wellness Kit?

If wellness for your community is about crossing something off the to-do list, then you might be looking for a kit solution. There are organizations that can help you, when you buy into their model, to plant monthly wellness initiatives at your community. Your activities director can typically fold them into the monthly calendar, and you can begin to dip your toe into the wellness water to get a sense of how your residents will receive programming and activities built around traditional wellness pillars like nutrition, physical activity, and so on.

But that's not how we do it. We're not about the monthly theme, unless it's right for your residents, and we're not about the pre-packaged materials, unless they've proven their value.

Wellness Culture Means Cultivating a Lifestyle in Senior Living

At the end of the day, a wellness culture is where we need to be headed. When we adopt a healthy culture as the way of life we’re building for residents, then we start to grasp what’s really possible.

But here’s the thing: culture is person-driven, not program-driven. There are not enough programs in the world to build a culture. Wellness is a way of life, not an activity, and it should be cultivated accordingly. Here are a few considerations if you’re contemplating the challenging and rewarding work that is wellness culture building in a retirement community:

• Determining a hierarchy: Building a wellness culture means giving consideration to hierarchy for wellness and activities (or leisure services, or life enrichment, or whatever your organization calls the events coordinator at your community). I would challenge you to think about whether activities actually rolls up under wellness instead of wellness being a branch of activities. If you buy into the idea that wellness is a way of life rather than an activity, then challenging the status quo that activities is at the top of the programmatic/community calendar food chain warrants significant thought.
• Hiring a wellness director: Building a wellness culture requires a dedicated and competent professional blazing the trail. I’ve written about hiring a fitness professional for your community. The principles in that blog apply to hiring a wellness director as well.
• Thinking progressively and strategically: Building a wellness culture means thinking differently about how you program, and it requires a commitment to moving beyond the bocce tournament you’ve always done. It also requires you to strategically think through what program data you need, and how you’ll use the data to inform your next culture-building steps.

Make no mistake, building a culture is no easy task and you don’t ever really arrive. You just keep learning, building, and growing. You keep evolving to meet and anticipate the needs of your audience. You keep striving for the experience of a life well lived, for breadth and depth of lifestyle choices that provide meaning for each individual.

If this sounds daunting, it is. The wellness kit idea is much simpler to understand and to execute. But the real richness lies in the proverbial road less traveled. Partner organizations, including ours, can help you map out a path to get started.

Part 2: Eight Strategies to Bring About Successful Collaboration

In Part 1, I talked about the importance of setting aside power grabs and tapping into the skill sets of a variety of community personnel to establish a well-rounded wellness program for residents. Read on to discover a variety of ways your community leaders can work together to deliver best-in-class wellness programming to your residents.

Therapy Department:

1: A formal bridge program should be established between your community therapy and fitness departments to help residents transition from therapy to fitness and vice versa. Residents should feel supported in the collaboration that occurs between these two departments as their needs change.

2: Fall prevention and screening services can be offered through either department, but why not take a unified approach? Coordinate fall-prevention programs, lectures, health fairs, etc., and allow your therapy and fitness personnel to work side by side in addressing the variety of resident needs.

Activities Department:

3: As special trips or events are planned for residents, activities personnel can sit down with the fitness and therapy teams to discuss the demands that will be placed on the residents for said activity. Allow your fitness and therapy personnel to promote the upcoming event and develop educational opportunities or training programs to help residents prepare. For example, if residents are going on a trip to a historical destination where they will be walking on cobblestone or brick sidewalks, programs could be offered to help them prepare for extended walking on the terrain, or a discussion on the importance of proper footwear, cane use, and more could be provided.

4: As fitness classes or programs are coordinated and room reservations need to be made, help show your residents that physical well-being is a priority by making rooms and promotional space on calendars and newsletters available to market these programs. After all, if you are going to regularly advertise Tuesday Afternoon Bridge Group on the calendar, why wouldn’t you equally advertise the Tuesday Morning Gentle Yoga Class?

Dining Services Department:

5: Coordinate healthy cooking demonstrations for residents to help them learn how to order healthy selections in the dining room and then sample those healthy options at the demo.

6: You likely provide refreshments to residents at a variety of events. Consider serving cookies and punch as occasional treats and making healthy and engaging options for residents to enjoy. Allow them to create healthy smoothies or yogurt parfaits or create a DIY trail-mix bar with healthy options as you offer an afternoon seminar. Have members of your dining services team present so residents can better connect the healthy options flowing from that department with the educational lecture they are about to hear.

Resident Health Services Department:

7: Fitness and health services staff could coordinate their weekly free blood pressure screenings to occur right outside the doors of where a well-attended group exercise class takes place. This may help capture more participants in this service and it may bring more awareness to the group exercise class by other residents simply looking to take advantage of the free screening.

8: If you have underutilized services available through your health services department such as home health care, medication assistance, and so on, speak with your activities personnel about doing a monthly highlight of the services in the newsletter or in a presentation. It’s often that residents don’t understand or don’t realize that a service is available to them more so than not being interested. Find opportunities to spread the message.

You’ll notice that fitness isn’t included as its own separate header because it is already represented by collaborating with the other departments in the list. This remains NIFS’s philosophy on resident wellness programming. It’s how we support wellness for our clients, and we’ve found it to be an effective model that serves well the needs of current residents as well as contributes positively to community occupancy and viability in the marketplace.

Want to learn more about how to build those key elements in your community? Join us for our Build Vitality webinar series.

Senior living communities are spending a lot of time and resources today responding to the consumer's demand for opportunities to live well.  We see those responses translated into a variety of services and amenities that speak to wellness, and specifically exercise opportunities and fitness centers are one of the most common wellness elements in senior living.  Unfortunately, a lot of communities are still operating with exercise areas that are outdated and less than friendly for residents.  But money is tight, and allocating capital for improvements to existing exercise spaces or building brand new fitness centers is not a decision to be made lightly.  If you commit to investing in that type of capital improvement, you need to do it right. 

Questions about space allocation, design, equipment selection, programming, and liability can be overwhelming.

As you might expect, in my wellness consulting work at retirement communities, I get asked a lot of questions about new construction and rehabbing existing spaces.  I've answered some of the most common questions in a blog on the top 5 list of things to avoid when building a fitness center for senior living.

Part 1: Who Should Be Contributing to Resident Wellness?

There are many interpretations of what a community “wellness program” should be, and to be fair, many interpretations are quite valid. We’re not saying one size fits all; quite the contrary. What we are saying is that there are multiple VALID interpretations of resident wellness and making your community aware of the potential variety (pulling away from “this is what we’ve always done”) will be beneficial for all. Tap into the unique skill sets of your community personnel to cultivate a harmonious and healthy lifestyle for your residents.

For example, resident health services and therapy departments may perceive clinical programs such as health metrics screenings or gait analysis as wellness programming. Your activities personnel may perceive socialization and educational seminars as a wellness program, whereas your community fitness personnel perceive prevention programming such as balance training and healthy eating as wellness. The answer to which of these options is truly a wellness program is “all of the above”—if they are executed effectively with a collaborative approach to promote resident well-being.

Oftentimes there are power grabs at play among community personnel on who is offering wellness or who should be involved in certain types of programming. We’ve written about silos and power grabs before. A well-rounded wellness program cannot truly exist until these power grabs are set aside and everyone learns to contribute to the greater good of resident care and well-being as a team. After all, how long will a resident truly be successful upon discharge from therapy services if they don’t have the support of fitness programming to continue their progress? Or what good is an educational lecture on the importance of managing your blood pressure as coordinated by your activities personnel if health screenings and clinical support are not available?

The needs and expectations of today’s residents are too dynamic and unique to have a “wellness program” facilitated through the vision of one department or one individual. To best serve the needs of residents, all departments should be contributing their own skill sets under a central mission for improving resident well-being.

In doing so, your community will be able touch on many different dimensions of wellness from one department to the next without placing the entire programming burden on one or two individuals. In turn, the scope of possibilities in programming is not as limited and a current of wellness-based lifestyle programs and options will flow from one department to the next. If you were to remove one of these departments, it would likely create a gap in your program. This collaboration can demonstrate to existing and prospective residents that individual agendas and power grabs are not the priority at your community, but improved resident well-being through collaboration is!

You won’t want to miss part 2 of this blog, in which we look into eight specific examples of where your key community players can contribute to well-rounded wellness programming.

If you quietly answered yes to that question and then pulled your office door shut so no one would know you were reading this blog, it’s okay. Take a deep breath. You’re not the only one who has struggled with occupancy at one time or another.

Kudos to you for looking at alternative means to boost your occupancy. It’s true: wellness programming hasn’t been a traditional area for tackling occupancy issues. But as more and more communities get on board with providing a healthy lifestyle for their residents, a creative and well-executed resident wellness strategy will become essential for communities to compete in the marketplace.

That may be the future, but I don’t think it’s too far off. And positioning your community now with a standout fitness and wellness program for your residents will only build your competitive advantage.

If you’re looking for some baby steps to take to get you started, consider reviewing the National Whole-Person Wellness Survey available from Mather LifeWays for $15. The report is extensive and details various trends in community wellness, covering multiple dimensions as well as details about program participation and anticipated future trends in community wellness.

You can also register for the NIFS Build Vitality webinar series. In this free four-part webinar series, we cover wellness branding, fitness centers, wellness staffing, and wellness programs.

If this all seems like too much to bite off for now, watch the short video below to hear why senior living marketing professionals are convinced robust wellness programming is central to their occupancy success.

We see it all the time – fantastic retirement communities with diverse and enriching wellness programming for their residents, but lacking a unified banner to pull it all together.  Instead, the programming is a little bit hodge-podge and lacking in a strategic focus.  And senior living wellness professionals, because their busy and pulled in 100 different directions, are missing out on opportunities to capitalize on these engaging wellness activities.

What is your senior living community’s wellness strategy missing?

• Are you able to capture stories of how your wellness services are positively impacting the lives of your residents?
• Is your marketing and sales staff able to effectively articulate what it means to live vibrantly in your community to prospects who may be reluctant to leave their homes?
• Do you have a wellness brand that is well-executed through the community within multiple departments, through a variety of personnel?

 If you didn’t answer a resounding YES to all three of those questions, then check out some of the key strategies below that we offer our clients who are working on building a better wellness brand.

• Begin with the end in mind:  When you’re just getting started considering the brand you want to develop for wellness at your senior living setting, it is sometimes helpful to think about the end point.  Consider what you want to communicate and how that should look.  Once you are able to define that end-picture, you can start working backwards on what needs to be developed, designed, created, and transformed.

• Identify and leverage existing successes:  Think about what is a huge success at your community?  What do your residents buzz about over and over again?  What kinds of events, programs, or services get the greatest participation?  Those offerings may provide you with a jumping off point for considering your wellness brand.  Giving thought to the stakeholders in your community who need to be at the table for these discussions also is part of this consideration.
• Use the wellness dimension model to look for programming holes:  Start by writing down all the dimensions (physical, emotional, social, environmental, intellectual, vocational, spiritual) and list out all the programs you’ve run in the last six to 12 months.  Then put the programs into the wellness dimension buckets where they belong. (Most initiatives will fall into more than one dimension.)  This simple mapping technique should help you identify where you may have some gaps in services.  It should also show you low-hanging fruit opportunities for early success in your branding efforts.

To learn about two more strategies as well as some tactics for executing on your wellness brand, view our “Build a Better Wellness Brand” webinar using the button below.  If you want to cut to the chase and access all four of our Build Vitality webinars, click here.

Part 2: Your Program Is Set Up... Now What?

In the first part of this blog, we talked about key strategies to set your program up for success. Remember “begin at the beginning” and “map out the ‘how’”? If you’re still intent on getting data you can actually use from your wellness program, keep reading to learn what do to now that you’re ready to run the initiative.

#3: Stick to the Plan

This seems so obvious, so I won’t spend much time on it. Here’s the thing: you spend a lot of time mapping out the goals and the objectives to achieve those goals, and then you design your program around that outline. For heaven’s sake, stick to the plan. Implement the program as close to the original design as possible. If you get into the offering and you find a fatal flaw in the plan, change what you must, but in order for your evaluation to be true, educational, and actionable, you need to stick to the plan.

#4: Evaluate and Report

Drum roll, please. We’re about to get to the goods, so stick with me here. So, you set up your goals, you map out how you will accomplish the goals, you craft your program accordingly, you bravely stick with the plan, and then when it’s all over, you evaluate how you did.

We think about your post-program evaluation in two ways:

1. Overall effectiveness of the program: We calculate how we communicated the program, how many people we reached, how accurately we ran the initiative, how many people completed the program, etc. All of that gets folded together into a program-impact score. The numbers that feed into the impact score and the score itself allow for year-over-year (or program-over-program) comparisons for effectiveness over time.
2. Achievement of our goals: If we set up the goals correctly so that they were measureable, and we ran the program knowing the data we needed, we should be able to figure out whether we reached our goals.

In addition to crunching some basic numbers, our staff members are responsible for reporting their program results to their supervisor, who then works with the manager on developing strategies for future program improvements. The supervisor also makes sure that best practice information is shared among other staff so that important lessons learned can be used by everyone. After all, if you hit on some brilliant technique for communicating with the audience you need to reach, shouldn’t the entire community working with that audience benefit from your success?

We’ve been following The Wellness Challenge program as an example throughout these two blogs. So let me wrap up with some of the juicy data Reggie, the manager responsible for this initiative, was able to gather based on pre- and post-program evaluation.

Straight from Reggie’s report, here are his proposed changes for the next The Wellness Challenge offering, as well as his quick summary of his goals:

Goal Report:

• Goal 1: Have at least 80 participants with approximately 1/4 of them being staff. Did not fully meet: Had only 72 participants, but 29% were employees.
• Goal 2: Increase class participation totals by 15% and increase fitness center visits by 250 per month throughout the challenge. Goal met: Increased class size by 65% over prior 2 months and increased FC visits by 435 compared to prior 2 months.
• Goal 3: Increase fitness center membership by 10 members (5 residents and 5 staff) during the challenge. Did not meet: Increased staff membership by 3 and resident membership by 2.

For next year to improve overall program impact:

• Make the teams smaller.
• Give 1 point/minute walked.
• Establish a volunteer limit.
• Hold an orientation/team meet-and-greet before the challenge starts.
• Reconsider food point system to possibly include fruit.
• Reconsider prizes. Try giving away less money.

So Reggie learned he’s got some work to do if he folds those same unmet goals into next year’s offering. He’ll need to revamp his strategies. He’s already well on his way to crafting that plan because he has this complete outline on which to build an improved The Wellness Challenge.

How Are You Evaluating Your Programs?

Certainly there’s more than one way to skin this evaluation cat. How are you doing it? What are you learning? Program evaluation is only one element of a first-rate wellness strategy. Communicating a strong wellness brand, having quality physical spaces for where your initiatives can occur, and cultivating amazing wellness staff are all central to a fabulous program.

Part 1: Setting Your Program Up for Success

I think our staff members roll their eyes every time they hear me start talking about gathering data from our programs. That might be because I talk about it a lot; it might also be because I’m a little bit of a geek about data. Regardless, they can eye-roll all they want, because when the data gathering and program evaluation is done right, well, it’s a beautiful thing! 

Let me explain by using an example from a program that recently wrapped up at one of our senior living client locations. “The Wellness Challenge” has been offered for two years at the community. It’s a good wellness survey type of program that encourages residents to dig into all dimensions of wellness. There are several positive and important elements to The Wellness Challenge:

• It’s a team challenge, so there’s potential for socialization built into the fabric of the program.
• The program is open to residents and employees, so there is a very real buzz at the community, with individuals across the campus engaged in the challenge.
• It capitalizes on the healthy resolution wave that follows the indulgence that is the end-of-the-year holiday time.
• The challenge runs that perfect, sweet-spot length of seven weeks. (We find that most programs of this type are ideally suited to run somewhere between six to eight weeks.)

Now, to be fair, this program was not the brainchild of the current NIFS manager, Reggie. However, he was able to take the original offering from his predecessor, which involved no evaluation strategy, and transform it so that we have both a rich offering for the client, and actionable data that will inform future offerings of both this program and others like it.

What, you ask, is actionable data? Good question! In this two-part blog, we’ll look at four tips for getting the data you want from your wellness program. Part 1 focuses on the before-you-launch-the-program elements (tips #1 and #2). Part 2 will focus on during-the-program and post-program components (tips #3 and #4).

#1: Begin at the Beginning

The whole evaluation and data thing starts by being strategic with the program on the front end. That’s right; we are moving away from running fun programs just to run them (shocking, I know). The staff members actually set program goals before they run the program and then they make sure that the program they’re offering is set up in a way to allow for evaluation of those goals.

• You can’t assess your progress on the goals if they aren’t actually measureable. This sounds intuitive, but people miss the boat on it all the time. Establish goals that are S.M.A.R.T. For more on this concept, check out this blog.
• Create goals that tie back to your overall program goals. For example, if you’re trying to increase visits to your group exercise classes, establish a goal to increase overall class attendance, or maybe focus on how many new people you can get into class with this program. (If you’re lacking focus for your overall wellness program, you probably should start there before you dig too deeply into meaningless goals for programs that don’t connect back to a larger strategy.)
• Keep the list fairly short. This isn’t a research study with all kinds of grant money and data heads behind it. Stick to what you know, and keep the goals manageable in terms of volume; two to three goals per program has worked for us.
• Before you get too far ahead of yourself with lofty, complicated goals that make you sound really smart, you also need to be sure you have the tools to measure the goals. In truth, most of our staff are operating with fairly traditional supports. We use a lot of spreadsheets (though not infinitely complex ones), and in some cases we have software that helps with visit reporting, etc.

#2: Map Out the “How”

You’ve established these two to three program goals. They are succinct; they tie back to your overall wellness program focus; they are written on a scale you can support. Great job! Now it’s time to map out your plan to actually achieve those goals.

No, it’s not enough to outline the goals and then just run the program. That’s like pulling up to the shooting range and saying, “Ready…Fire!” Forgetting to aim means you will most likely miss your target―unless you are extremely lucky.

For example, if you set a goal to increase group fitness class attendance by 15% for the duration of the program, you need to outline the steps you will take to achieve that goal. In the case of The Wellness Challenge, Reggie built the program so that participation in group classes was weighted more heavily than some other activities, and he gave more points for participating in cardiovascular exercise (which, he emphasized, could be achieved by taking classes). In short, he incentivized what he was trying to drive people to do. (Genius, I know!)

You won’t want to miss part 2 of this blog, where we look into how to run the program and what to do when it’s over.

In my work with life plan communities across the U.S., I’ve seen resident wellness programs and services come in all shapes and sizes, and it's rare these days for communities NOT to promote some type of "wellness" programming for their residents. Clearly, communities are getting the message about how important resident well-being really is for both the resident and the business.

Resources like the National Whole Person Wellness survey that can guide and inform both strategic and tactical decisions for a community wellness initiative are becoming more commonly available. Similarly, the swell around opportunities like the International Council on Active Aging’s focus on Active Aging Week have sparked creative programming for older adults to engage in vibrant living.

For all of the fantastic diversity in wellness programming, resources, and opportunities available in senior living settings, there seems to be a consistent theme for many providers. They pull together initiatives only to have the same core group of residents participate. Simply put, there is a lack of robust resident engagement in the programs put forward by resident life coordinators.

It’s not an all-inclusive list, but what I’ve offered below represents some of the most common challenges I have seen in communities where NIFS provides staffing services or where I’ve offered wellness program consulting. If you find yourself nodding your head in affirmation as you read, it might be time to take a fresh look at what you’re offering and how you’re providing it.

Reason 1: Community champions were not tapped as a promotional avenue for your programming.

Trying a new group fitness class, sampling from a new healthy menu, or participating in a new wellness initiative can be daunting if you’ve never done it before. There’s nothing like a personal invitation from a neighbor or trusted friend to help nudge you toward trying something new.

If you’re not working with your top resident participants to capitalize on their success as a tool for inviting new residents to engage, you’re missing out. Personal invitation, testimonials, and other individual connection can be very successful tools for attracting other, less active residents toward wellness programming.

• Capture testimonials in resident newsletters and on community bulletin boards/CCTV.
• Talk to specific residents prior to launching a new initiative and ask them to invite their friends to join them. Tell them why you think their personal invitation is so important. Perhaps suggest specific residents they could connect with for the activity.
• Build a “refer a friend” component into your next activity challenge.

Reason 2: Power grabs and silos are overshadowing what’s really possible at your community.

No one wins when the activity director, the physical therapy group, and the fitness manager are vying for control of programs, spaces, and resident loyalty. Establishing a collaborative approach across all stakeholders creates a more rich experience for the residents.

• Activities staff should be eager to learn from their fitness director how to fold more exercise and other healthy messages into their standard programming. For what it’s worth, if you’ve done your homework and gotten the right person to direct your fitness center, then he or she is likely also qualified to provide expertise related to whole-person wellness.
• The fitness director and the therapy department should be eagerly working together on a cross-referral program that supports appropriate therapy for residents in need and fitness program participation to maintain the positive work completed in therapy.
• Programs and events should periodically jive with marketing events/efforts so that the community can maximize resources to serve their current residents and the prospects they want to reach.

Reason 3: You forgot to ask the residents what they want to learn about and how they want to grow.

Communities are practiced at surveying residents, but those surveys typically encompass overall living at the community. Rarely are communities engaged in surveying residents about what their lifestyle expectations are. Even rarer are custom focus groups where much can be learned about resident perspectives on current and future healthful-living offerings.

Reason 4: Volunteerism by residents is overlooked as a strategy to get more done with less staff.

Let’s face it : community financial resources are typically limited, and no one wants to charge residents more to expand services. If you're limited to the staff resources you currently have, consider tapping into occupational wellness by engaging resident volunteers to own some of the community wellness initiatives.

• Walking groups, small-group Bible study, craft or hobby groups, and promotion and health-focused book clubs can all be resident driven.
• You may be able to engage tech-savvy residents to support program data collection and analysis. Who could help you convert the manual attendance records into your software or spreadsheet for later analysis?

Reason 5: Data is king. If you don’t have data, you won’t know what’s working.

If I had a nickel for every time I talked to community professionals who told me they weren’t tracking attendance in their programs, I’d be set for early retirement. Simply, you need to start gathering data on your initiatives. It doesn’t have to be daunting and the numbers don’t have to be confusing. But if you keep burying your head in the sand on numbers because you’re “not good with numbers,” you will forever be left with initiatives that are about as effective as slapping spaghetti against the wall to see what sticks.

• Start small with participation numbers. Take attendance in your group fitness classes to learn which residents are coming and how often. Have residents self-report participation in the next healthy food tasting event, etc.
• Refer to #4 for some support on how to use participation numbers to track trends over time.
• Work with your marketing staff to find out what kinds of numbers they need to market your community’s wellness program, and then determine how to capture that data for them.

What will you do next?

I’m not a fan of change for the sake of change alone. Still, sometimes change is necessary to elevate your offerings for the good of your community. If you’re looking for a little help in evolving your community wellness strategy, visit our consulting page for a free 30 minute consultation.