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Health Coaching ROI Metrics and Measurements, Webinar on CD-ROM
Health Coaching ROI Metrics and Measurements, Webinar on CD-ROM
Health Coaching ROI Metrics and Measurements, Webinar on CD-ROM
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Like most population health management initiatives, health coaching programs are facing increased bottom line scrutiny. Health coaching programs need to demonstrate on a variety of levels the positive impact and return on investment their programs will have from a financial and clinical perspective. Structuring an effective ROI calculation is key to the ongoing success of health coaching initiatives.

Listen to pre-conference comments from Borgstadt and Hurlbert.

During Health Coaching ROI Metrics and Measurements, a 90-minute webinar on CD-ROM, an expert panel of speakers described the types of metrics that can and should be used when evaluating the effectiveness of both health coaching programs and individual health coaches.

Ted Borgstadt, founder and chairman of TrestleTree Inc., and Darcy Hurlbert, health and wellness product specialist at Ceridian LifeWorks, provided the inside details on:

  • Establishing metrics to measure the effectiveness of health coaching programs;
  • Sample measures for clinical targets, operational performance targets, engagement rates, financial outcomes, utilization and member and provider satisfaction;
  • Designing quality assessments for individual health coaches; and
  • Lessons learned in ROI calculations.

Here's what participants said about the conference:

"The explanation of ROI was well done. This conference provided good information and is worth investing in," said Jean Calhoun, director of health services with Presbyterian Health Plan.

"The materials and presentation were exceedingly useful. The presentation and slides were very informative and provided a good sense of what is going on in the market today," said a quality assurance manager with a human resources company.

Available in three formats

  • CD-ROM for computer play
  • CD-ROM for stereo play
  • On Demand version accessible online

Please note the stereo version ships as two CD-ROMs, whereas the .mp3 version ships as one CD-ROM.


CEOs, medical directors, disease management directors, managers and coordinators, health coach managers, health coaches, health plan executives, care management nurses and business development and strategic planning directors.


Ted Borgstadt
The coaching of truck drivers on the verge of serious health issues provides a good example of the ROI that is possible when addressing pre-diseased individuals, says Ted Borgstadt, founder and chairman of TrestleTree Inc.

Ted R. Borgstadt is the co-founder and the chairman of TrestleTree and has been involved in the healthcare industry for 25 years. TrestleTree is a health transformation company that has a laser focus on changing tough health behaviors in unmotivated individuals and populations. Itsí core lies in building a relationship of trust and influence between a uniquely trained personal health coach and a participant.

Borgstadt has invested the last 10 years focused on the physical and fiscal health of an individual, the family, the workplace and the community. Prior to starting TrestleTree, he owned retail pharmacies in northwest Arkansas.

Borgstadt is a speaker at national health benefit conferences and is a guest lecturer at the University of Arkansas' Walton School of Business. He serves on the Washington State University School of Pharmacy Dean's Advisory Council and as a founding Board member of LifeSource International, Fayetteville, Ark., a non-profit organization with a holistic approach to support families; physically, mentally, emotionally and spiritually. Borgstadt is the co-author of "Guide to Consumer Directed Health Care," Thompson Publishing, April 2006 press.

Borgstadt received a bachelorís degree in business management from Evangel University, Springfield, Mo.

Darcy Hurlbert
You can measure health coaching's impact on productivity and absenteeism, says Darcy Hurlbert of Ceridian LifeWorks --- just ask your employees.

Darcy Hurlbert is the health and wellness product specialist at Ceridian LifeWorks. Prior to Ceridian, she oversaw health coach and call center operations at Leade Health, Inc. of Ann Arbor, Mich., which was acquired by Ceridian in 2006.

At Leade, after being a health coach herself, Hurlbert became responsible for the hiring, supervision, and training of health coaches and intake staff. She created policies and procedures for daily operations, and monitored performance to ensure key program objectives were met.

Hurlbert has 10 years experience in the development of programs focusing on health education and behavior change. Prior to joining Leade Health, she was employed by Midwest Health Plan of Dearborn, Mich., where she was responsible for the development, delivery, and evaluation of wellness programs for a Medicaid only HMO with approximately 50,000 members.

Hurlbert has a masterís degree in public health from the University of Michigan and a Bachelor of Science in Health Education with an emphasis in Community Health Promotion from Northern Arizona University.

Publication Date: November 15, 2007
Number of Pages: 90 minutes of audio
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