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Transcript of Supporting Business Strategy Through Employee Well Being
SUPPORTING BUSINESS STRATEGY THROUGH
EMPLOYEE WELL-BEING
By
Wendy Creelman
An Organizational Leadership Project submitted in partial fulfillment
of the requirements for the degree of
MASTER OF ARTS
In
LEADERSHIP
We accept this Report as conforming to the required standard
………………………………………
Sandra Sellick, EdD, Faculty Supervisor
………………………………………
Niels Agger-Gupta, PhD, Committee Chair
ROYAL ROADS UNIVERSITY
February, 2011
© Wendy Creelman, 2011
SUPPORTING BUSINESS STRATEGY THROUGH EMPLOYEE WELL-BEING 2
ABSTRACT
The purpose of this action research project was to discover, through an appreciative inquiry lens,
how an employer could enhance employee well-being to strengthen business results. Through a
world café, two online surveys, interviews, and a physical activity challenge that mobilized
participants, I discovered a strong link between well-being and business results. This was also
confirmed in the literature which pointed to how sustained employee engagement is not possible
without well-being and that organizational change benefits from a positive framework that
supports and cares for people. My final recommendations included building a culture of well-
being, involving staff in decisions that affect them, coaching employees for resiliency, and
consistently measuring what matters. I was struck by the impact that poor mental health is having
in workplaces and feel that further work needs to be done to understand how an emphasis on
brain health might assist to alleviate this alarming trend.
SUPPORTING BUSINESS STRATEGY THROUGH EMPLOYEE WELL-BEING 3
ACKNOWLEDGEMENTS
Without the support of my family and friends, this achievement would not be a reality.
Significant life events, including the sudden death of my mother and the diagnosis of my father
with multiple myeloma, made this a deeply reflective journey. Without this program and the
well-being focus of this project, my outcomes from these events would have been quite different.
I first want to thank my husband Gene who surely thought he lost his wife in this intense
period. He stayed steady, as he always does, and dug deep to find this strength. I am indebted to
my children Tyler, Jason, Alexa and Brianna for inspiring me to be the best example that I can be
for them. My family continues to be my grounding force and I am thankful for that. I also want
to thank my friends Jane, Jacqui and Denise – Jane for inspiring me to take this program; Jacqui
for keeping me running; and, Denise for believing in me. I am forever grateful to Barry for
sponsoring me, Sandra for guiding me and Karole for her ever-consistent support.
It is interesting how certain people cross our lives in a timely manner. My second year
MAL buddy, Ali, lost her Mom and Dad while completing her degree and my supervisor,
Sandra, lost her Dad while completing her EdD. They gave me the courage to see this through. I
am also grateful for my sisters who supported me and in the process taught me about myself.
The one person I most wish to thank, and the one I dedicate this work to, is my Mom:
Mary Jones. It is through her leadership and positivity that I have pushed through some very dark
days and have emerged with renewed energy and hope. Her influence will continue to guide me
in my pursuit of my own leadership roles as I venture to bring more well-being into workplaces,
communities, and my own family.
SUPPORTING BUSINESS STRATEGY THROUGH EMPLOYEE WELL-BEING 4
TABLE OF CONTENTS
ABSTRACT .................................................................................................................................... 2
ACKNOWLEDGEMENTS ............................................................................................................ 3
LIST OF TABLES .......................................................................................................................... 7
LIST OF FIGURES ........................................................................................................................ 8
CHAPTER ONE: FOCUS AND FRAMING ................................................................................. 9
Introduction ..................................................................................................................................... 9
The Opportunity and its Significance ............................................................................................. 9
Systems Analysis of the Opportunity ........................................................................................... 11
CHAPTER TWO: REVIEW OF THE LITERATURE ................................................................ 13
Employee Well-being ................................................................................................................... 13
Defining Employee Well-being ............................................................................................... 13
The Connection between Employee Engagement and Employee Well-being......................... 16
Employee Well-being and Business Results ............................................................................ 18
Organizational Change.................................................................................................................. 20
Strategies for Effectively Managing Change ........................................................................... 20
Leading a Merger through Culture Change ............................................................................. 22
Engaging Employees in Organizational Change...................................................................... 24
CHAPTER THREE: INQUIRY APPROACH AND METHODOLOGY ................................... 28
Inquiry Approach .......................................................................................................................... 28
Project Participants ....................................................................................................................... 30
Inquiry Methods ............................................................................................................................ 32
Data Collection Tools .............................................................................................................. 32
SUPPORTING BUSINESS STRATEGY THROUGH EMPLOYEE WELL-BEING 5
Study Conduct .......................................................................................................................... 35
Data Analysis ........................................................................................................................... 37
Ethical Issues ................................................................................................................................ 39
CHAPTER FOUR: ACTION INQUIRY PROJECT RESULTS AND CONCLUSIONS ........... 41
Study Findings .............................................................................................................................. 41
World Café ............................................................................................................................... 41
Pre-PAC and Post-PAC Survey ............................................................................................... 44
Interviews ................................................................................................................................. 47
Study Conclusions ........................................................................................................................ 55
How can employees be supported to create a culture of employee well-being? ..................... 55
How can a culture of employee well-being support employee engagement? .......................... 56
How can culture and vision inform metrics and areas of focus for well-being?...................... 58
How can organizations enhance employee well-being to support their business strategy? ..... 58
Scope and Limitations of the Inquiry............................................................................................ 59
CHAPTER FIVE: RESEARCH IMPLICATIONS ...................................................................... 60
Study Recommendations .............................................................................................................. 60
Create a culture of well-being .................................................................................................. 60
Involve staff in decisions that affect them ............................................................................... 62
Coach employees to be resilient ............................................................................................... 64
Measure what matters and be consistent across brands ........................................................... 66
Organizational Implications .......................................................................................................... 69
Implications for Future Inquiry ..................................................................................................... 72
REFERENCES ............................................................................................................................. 75
SUPPORTING BUSINESS STRATEGY THROUGH EMPLOYEE WELL-BEING 6
APPENDIX A: CONFIDENTIALITY AGREEMENTS ............................................................. 93
Confidentiality Agreement – Research Team Member ........................................................... 93
Confidentiality Agreement - Editor ......................................................................................... 95
APPENDIX B: QUESTIONS FOR SURVEYS ADMINISTERED BEFORE AND AFTER THE
THE PERSONAL ACTIVITY CHALLENGE ............................................................................ 96
APPENDIX C: PHYSICAL ACTIVITY CHALLENGE SUPPORT MATERIAL .................. 101
APPENDIX D: PIRATES OF THE CARIBBEAN CHALLENGE .......................................... 105
APPENDIX E: LETTER OF INVITATION – WORLD CAFÉ ................................................ 107
APPENDIX F: LETTER OF CONSENT – WORLD CAFÉ ..................................................... 109
APPENDIX G: WORLD CAFÉ AGENDA ............................................................................... 110
APPENDIX H: WORLD CAFÉ EQUIPMENT ......................................................................... 112
APPENDIX I: GUIDING QUESTIONS – WORLD CAFÉ ...................................................... 113
APPENDIX J: LETTER OF INVITATION: PAC, INTERVIEWS, ONLINE SURVEYS ...... 114
APPENDIX K: LETTER OF CONSENT - PRE- AND POST-PHYSICAL ACTIVITY
CHALLENGE ONLINE SURVEY ............................................................................................ 115
APPENDIX L: LETTER OF CONSENT – PHYSICAL ACTIVITY CHALLENGE .............. 117
APPENDIX M: INTERVIEW RESULTS REPORT ................................................................. 119
APPENDIX N: WORK AND WELL-BEING SURVEY (UWES) ........................................... 121
SUPPORTING BUSINESS STRATEGY THROUGH EMPLOYEE WELL-BEING 7
LIST OF TABLES
Table 1 Study Conduct Timeline ................................................................................................. 35
Table 2 A Comparison of Questions Posed In and Resulting From the World Café .................. 41
Table 3 Comparison of Mean Hours Spent Participating in Physical Activity (PA) as
Reported by Pre- and Post-PAC Survey Respondents over the Previous Seven Days ................. 44
Table 4 Percentage of Respondents Reporting Specific Feelings on the Day Prior to
the Survey ..................................................................................................................................... 44
Table 5 Mean Hours Respondents Spent on Activities the Day Prior to Survey ........................ 45
Table 6 Percentage Comparison of Pre- and Post-PAC survey Respondent Self-Reported
Activities on Day Prior to Survey ................................................................................................. 46
Table 7 Percentage Comparison of Survey Responses Based on Positive and Negative
Experience Reported for Day Prior to Pre- and Post-PAC survey ............................................... 47
Table 8 Themes and Subthemes Identified from Question One: What does employee
well-being mean to you? ............................................................................................................... 48
Table 9 Themes and Subthemes Identified from Question two (part one): What positive
factors in your workplace contribute to your well-being? ............................................................ 49
Table 10 Themes and Subthemes Identified from Question two (part two): How do
these positive factors affect you? .................................................................................................. 50
Table 11 Themes and Subthemes Identified from Question three: How does your
well-being enable you to deliver excellent customer service? ...................................................... 51
Table 12 Themes and Subthemes Identified from Question four: How has the physical
activity challenge (PAC) changed your work relationships? ........................................................ 52
SUPPORTING BUSINESS STRATEGY THROUGH EMPLOYEE WELL-BEING 8
LIST OF FIGURES
Figure 1 Potential Outcomes of Employee Well-being ................................................................ 12
Figure 3 Wordles Selected to Represent Well-being .................................................................... 54
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 9
CHAPTER ONE: FOCUS AND FRAMING
Introduction
Through this organizational leadership project (OLP), I explored how employee well-
being supported the business strategy. Specifically, the focus was on how well-being connected
to business results. Business is increasingly competitive today and, therefore, resources allocated
to employee initiatives continue to be framed in terms of return on investment. My interest lay in
the importance of well-being for sustained results from both the organizational and the employee
perspective, particularly in a merger environment. I was keen to extend an understanding of
overall employee health as an important business foundation and competitive advantage.
The main question of this inquiry was: How can employee well-being be enhanced to
support business results? The subquestions that guided this action research were:
1. How can a culture of well-being support employee engagement?
2. How can employees be supported to create a culture of well-being?
The Opportunity and its Significance
Change is constant in a merger environment, causing stress and uncertainty for
employees (Deal & Kennedy, 1999). Pollard (2001) studied the relationship between well-being
and workplace reorganization and found that “workplace reorganization caused significant
increases in distress and in systolic blood pressure and that uncertainty contributed to these
effects” (p. 1). Workplace change can negatively impact employee stress levels.
We all deal with multiple roles in life, often overriding our ability to stay well (Duxbury
& Higgins, 2009). It is a reality that employees juggle family and care-giving responsibilities
with their work. Duxbury and Higgins (2009) defined role overload as, “the perceptual aspect of
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 10
feeling overwhelmed, overloaded or stressed by the pressures of multiple roles” (p. 18). This
stress can cause burnout, anxiety and depression leading to low productivity, low life
satisfaction, and low physical health levels (Murphy, Duxbury, & Higgins, 2006). Lowe (2002)
articulated that a healthy workplace strategy can result in “improved employee health, job
satisfaction, productivity, engagement and retention” (p. 54). Lowe (2002) further stated that the
“evidence points to reasonable workload, control over work, participation in decision-making,
supportive peer and supervisory relations, and open organizational communications as key
ingredients of a healthy workplace” (p. 54). The evidence was clear but most organizations,
diverted by what they saw as more important, put well-being as a low priority. My leadership
stretch and the opportunity of this OLP was to engage the organization, keeping my bias in
check, in a way that spoke to the merger reality to deliver recommendations that could positively
impact the business results.
A focus on well-being had potential to assist in alleviating some of the stress of change
and role overload. This OLP created an opportunity to explore how an organization could
support the physical, psychological, and social health of their employees in a collaborative
manner that positively impacted business results. Baker (2003) told us that by building
collaborative relationships we can create reciprocity where “we are helped because we help
others” (p. 13). Engaging in conversations with employees about well-being, was one option to
explore ways that well-being connected to high performance and business results.
One way to do this was to understand how to create a healthy culture. Mintzberg (1999)
captured the essence of a healthy organization as “a collective social system that naturally
survives changes in leadership” (p. 30). Towers Watson (2010) argued that if well-being was not
addressed in times of stress and uncertainty that sustained engagement and retention of key staff
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 11
would not be possible. They emphasized the need to develop targeted strategies and interventions
that addressed employee well-being (Towers Watson, 2010). With stress levels a concern in a
merger environment, I felt a well-being focus could potentially ease higher turnover, more
stressed employees and lowering of engagement levels. This OLP aimed to explore connections
between employee well-being and the business strategy.
Systems Analysis of the Opportunity
In a merger environment there was typically “a double workload” (Muller, 2006).
Managers not only ran the core business; they were also in the middle of a complex change
process that demanded more time with their staff. Krell (2001) stressed that successfully merging
cultures required people to be involved in the change. Performing a culture audit first follows the
advice of Franklin Covey as quoted by Krell (2001). Covey advised to “seek first to understand”
(Krell, 2001, p. 76). A culture audit creates a valuable data baseline. Time is scarce in a merger
environment, and therefore, this inquiry needed to minimize survey overload while clarifying
potential organizational benefits of employee well-being.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 12
Figure 1 Potential Outcomes of Employee Well-being
From a systems perspective, Senge (2006) taught us how reinforcing loops can in fact be
“virtuous cycles” (p. 81). He pointed to physical activity as being one such reinforcing cycle
whereby a person exercises, feels better and thus exercises more. I further connected this to
Figure 1 which hypothesized how employee well-being could reinforce employee engagement
and thus cause employees to stay, to thrive, and to recommend their employer to others. These
potential outcomes of employee well-being were hypothetically linked to the possibility of
becoming an “employer of choice”; to lower absenteeism, presenteeism and stress; and to higher
recruitment, retention and business performance. Ultimately, employee well-being had the
potential to create a virtuous cycle that spilled over to an employee’s home life and their ability
to be a healthy, happy individual.
•Improved recruitment
•Decreased stress, presenteeism & benefits cost
•Measures:
• Stay
• Say
• Strive
•Physical Health
•Psychological Health
•Social Health
Employee Wellbeing
Employee Engagement
Higher retention
Organizational Efficiency
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 13
CHAPTER TWO: REVIEW OF THE LITERATURE
The focus of this literature review was on two key topics: employee well-being and
organizational change. In my first topic I concentrated on defining employee well-being and the
relationship it had to employee engagement and business results. Defining employee well-being
as a subset of well-being was important to focus the inquiry. Connecting employee engagement
to employee well-being was critical in order for employee well-being to garner the attention of
senior management. Furthermore, employee well-being needed to create business results to
sustain management attention. The second topic of my literature review focused on strategies for
managing change, leading a merger through culture change, and change leadership. I discovered
that understanding and managing change as well as the interplay between leadership and culture
created the platform for success and innovation so necessary for business today.
Employee Well-being
Defining Employee Well-being
An employee has been defined as “a person who works for some person or firm for pay”
(Gage, 1997, p. 510) and well-being is defined as “health and happiness” (Gage, 1997, p. 1669).
In working to formulate a clear definition of employee well-being, I was overcome by the many
definitions of well-being and the global interest in this subject. Before employee well-being
could be defined, I felt it was important to understand that a spillover between life and work
existed. A person’s well-being is not solely defined by the environment in which they work, the
work they do, or the people they work with. When we go to work, we bring other aspects of our
well-being with us. For this reason it is important to have an understanding of well-being before
we can define employee well-being.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 14
Aked, Marks, Cordon, and Thompson (2008) defined five ways to well-being that are
simple yet comprehensive. They encouraged people to: connect; be active; take notice; keep
learning; and to give, in order to achieve high well-being. Furthermore, they argued that by
nurturing relationships we create a support system that gives back; by being physically active we
feel good; by being curious and reflecting, we are aware of our world and how we feel; by
challenging ourselves to learn new things we increase our confidence; and by giving to others we
reap happiness.
The World Health Organization incorporated well-being into their definition of health in
1947 (Ereaut &Whiting, 2008) but understanding the implications of quantifying well-being has
only recently hit the economic world stage. I discovered that Canadians living in high income
cities had the lowest levels of happiness (Anielski, 2007) and rises worldwide in the Gross
Domestic Product (GDP) have resulted in decreased well-being (Anielski, 2007; Thomson &
Marks, 2009). Robert Kennedy criticized the GDP for this reason, because it “measures
everything in short, except for that which makes life worthwhile” (Anielski, 2007, p. 27). Diener
(2009a) argued that economic measures needed to be supplemented with measures of well-being
and noted that "as everyone's income rises in affluent societies, rising income does not seem to
provide a well-being dividend" (p. 214). Diener (2009a) stated that mental health issues have
risen dramatically with our GDP and the resulting increase in mental health costs have
paradoxically raised our GDP even more.
The evidence is clear that well-being positively affects our social relationships as well as
our physical and mental health (Argyle, 2001; Diener, 1984; Diener, 2009a; Diener, 2009b;
Diener, 2009c; Frey & Stutzer, 2002; Kahneman et al., 1999). Twenge (2000) reported that
depression rates increased ten-fold in the previous 50 years and anxiety levels in children were
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 15
also on the rise. Putnam (2001) found declining levels of trust resulted in decreased social
connectedness leading to lower social capital, a key ingredient to well-being. In our workplaces,
trust and relationships are crucial to business success. How can we have engaged employees and
successful businesses if well-being is on the decline? Diener (2009a) stressed that one of the key
aspects to measure for well-being is engagement at work.
Defra (2009) claimed that well-being is “enhanced by conditions that include supportive
personal relationships, strong and inclusive communities, good health, financial and personal
security, rewarding employment, and a healthy and attractive environment” (p. 119). Rath and
Harter (2010) placed well-being into five dimensions: career, social, financial, physical and
community and found that people with high career well-being are "more than twice as likely to
be thriving in their lives overall" (p. 16). One’s career was the most essential of the five elements
of well-being but all aspects must work together to bring about happiness or satisfaction with
one’s work and life.
Well-being is complex and profoundly affected by our environment and “everyday life”
(Kearns & Gavin, 2009). I merged several definitions (Mikkonen & Raphael, 2010; Page &
Vella-Brodrick, 2009; Towers Watson, 2010) to identify three key aspects of employee health
when defining employee well-being which are physical, psychological and social. Further to this,
it is essential that the spillover effects of life to work are taken into account. Moreover, the
connection that employee well-being has to employee engagement and to business results was an
important aspect of this inquiry. Employee well-being takes into account physical, psychological
and social health of the individual which is affected by their environments and relationships both
at work and outside of work time. Employee well-being positively affects a person’s ability to
become engaged and to sustain engagement while at work.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 16
Further to this definition and more specifically focused on the environmental and
relationship aspect of employee well-being, I found mental health issues to be the top cause of
long term disability and the second most common cause of short term disability in Canada
(Conference Board of Canada, 2009). I hypothesize that using a technique such as positivity can
help to create a psychologically healthy workplace necessary for sustained employee
engagement. Employee engagement and employee well-being create psychological capital
(PsyCap) which has been found to interact with mindfulness to predict positive emotions and
engagement in the workplace (Norman et al., 2010; Avey, Wernsing, & Luthans, 2008). There is
an opportunity to create a win-win for both the individual and the organization when culture
supports positivity, efficacy, self-actualization and ultimately employee well-being in the
workplace (Schaufeli & Salanova, 2007).
The Connection between Employee Engagement and Employee Well-being
Similar to employee well-being, the notion of employee engagement has multiple
definitions and a lack of academic agreement on measurement aspects. Kahn (1990) was the first
to define employee engagement as “the harnessing of organizational members’ selves to their
work roles” (p. 694). Business consultancy agencies such as Towers Perrin, The Gallup
Organization, Watson Wyatt, Hewitt, and BlessingWhite have since done the bulk of research in
this area.
Towers Perrin’s 2009 Global Workforce Study (2010) defined employee engagement as
“employees’ willingness and ability to contribute to company success … the extent to which
employees ‘go the extra mile’ and put discretionary effort into their work – contributing more
energy, creativity and passion on the job” (p. 3). I consistently found that employee engagement
was the degree to which an organization was successful at harnessing the heart and minds of
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 17
their employees. A number of authors wrote about aspects of employee well-being in relation to
employee engagement. Several definitions (Attridge, 2009; The Conference Board, 2006; Shuck
& Wollard, 2010; Schaufeli et al., 2002) included aspects of vigor, dedication and absorption and
pointed to the necessary presence of cognitive, emotional and behavioral states focused on
organizational outcomes for employee engagement. I noticed repeated references to the
importance of positivity, resilience, strengths-based leadership, and Csikszentmihalyi’s flow
theory (2003). I propose that these conditions necessitate a high level of employee well-being
that acts as a foundation for high employee engagement.
Further to the concept of “flow”, Shuck and Wollard (2010) proposed that employee
engagement is a “conceptual idea” (p. 104) and cited Maslow (1970) in explaining that employee
engagement can potentially bring “self-actualization” (p. 107) concepts into the workplace.
Schmidt (2004) illustrated this in a diagram similar to Maslow’s hierarchy of needs where he
showed how employee well-being was a necessary condition to set the stage for employee
engagement and that physical health, safety and wellness supports needed to first be in place
before employee engagement could be realized. The first “basic need” he identified was
recruiting and retaining the right workforce which is a concept also supported by Collins (2001).
The actively disengaged often had a negative effect on the engaged which eroded opportunities
to create employee flow states. Moreover, Burud and Tumolo (2004) cited that “attention is a
physiological phenomenon and it follows a hierarchy, with survival always getting first priority”
(Chapter one). If our attention is distracted by physical, mental, spiritual and emotional needs,
we cannot be attentive or present at work (Goleman, Boyatzis & McKee, 2002). This is called
“presenteeism” which is a costly condition for employers and a common condition for
disengaged employees.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 18
Organizations with high employee engagement experience a competitive advantage and
this has created a market for employee engagement measurement tools which has led to the
development of many with no clear standard (Schaufeli et al., 2002; Shuck & Wollard, 2010;
Warr, 1990). Many used employee self-report surveys and focused on three dimensions: rational
(thinking), emotional (feeling) and motivational (acting). Additionally, Hewitt’s (2009a) model
of “say, stay and strive” captured a framework that centered on how employees advocated for
their organization, their intention to stay, and their level of commitment to put their best efforts
forward. It is important that an organization has benchmarks in place to know where they need to
focus their employee engagement and employee well-being efforts. The evidence clearly
indicated that in order to sustain employee engagement, well-being must be present and,
furthermore, that employee engagement was a stable indicator of employee well-being (Hewitt,
2009b; Seppälä et al., 2009; Towers Watson, 2010).
Employee Well-being and Business Results
The connection that employee well-being has to business results is an important aspect of
this inquiry. Harter et al., (2009) concluded through a meta-analysis involving almost 1 million
employees in 152 organizations around the world that organizations with higher employee
engagement “essentially double their odds of success” (p. 3). Best Buy reported that when
employee engagement increased by one-tenth of a point (on a five point scale), they saw a sales
increase of more than $100,000/year (BlessingWhite, 2008). The evidence is abundant that high
employee engagement is a significant predictor of customer satisfaction, employee productivity,
company profit, innovation and low employee turnover (Attridge, 2009; Harter et al., 2003;
Hewitt, 2009b; Krieger, 2010). Evidence showed that high employee well-being enables
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 19
sustainable employee engagement and that higher employee engagement established higher
levels of well-being (Towers Watson, 2010).
I propose that it is short-sighted to analyze employee well-being investments from just an
employee benefit cost savings perspective. Harter et al., (2010) found that if employee work
perceptions were improved such as “role clarity, feeling appreciated, coworker relationships, and
opportunities to learn” (p. 388), business competitiveness and both employee well-being and
employee engagement would be positively impacted. Data clearly indicated positive
relationships between employee work perceptions and outcomes such as sales, profit, employee
retention, decreased accidents, and customer loyalty at both the individual and workgroup level
(Harter, Schmidt, & Hayes, 2002; Harter, Schmidt, Killham & Agrawal, 2009; Judge, Bono,
Patton, 2001). Moreover, The Conference Board of Canada (2008) stated that “businesses and
other organizations, in their role as employers, can improve organizational performance by
addressing the socio-economic determinants of their employee’s health and that of their families”
(p. i) supporting the importance of addressing the whole to achieve sustainable business success.
Towers Perrin (2009) found that senior management’s sincere interest in employee well-
being was the key driver for employee engagement in Canada. Buckingham et al., (1999) found
that when an employee knew what was expected of them and they had a manager that cared
about them, that customer satisfaction/loyalty criterion was positively impacted especially in the
domains of customer service, profitability, productivity and turnover. In Canada, only 17% of
employees are highly engaged (Towers Perrin, 2006). Notably, Towers Watson (2010) found
that although employees understood that they are responsible for their own financial and physical
health, their own well-being, and their career and work performance, they had “serious doubts”
about their ability to successfully take on these roles alone.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 20
The organization’s reputation for social responsibility was the second top employee
engagement driver (Towers Perrin, 2009) and could potentially serve to enhance customer
relationships at the same time. Corporate social responsibility carried out both as an employer
with potential to create environments that support employee well-being and as a business that
supports community well-being, can create a competitive advantage for a firm in today’s
marketplace. There is a win-win opportunity to not only support employee well-being to drive
employee engagement but also to enhance the employer reputation and customer loyalty. The
evidence is clear on the benefits of addressing employee well-being and it is common sense to
understand that when you have a system that supports your community, your employees and
your customers; your business will grow.
Organizational Change
Strategies for Effectively Managing Change
To set the stage with an appreciation of change, I start this topic with a description of
Lewin’s three-step model of change which incorporated unfreezing, changing and refreezing
(Burnes, 2004). Burnes (2004) explained that Lewin “believed that the key to resolving social
conflict was to facilitate planned change through learning, and so enable individuals to
understand and restructure their perceptions of the world around them” (p. 311). Burnes (2004)
argued that Lewin’s planned change, although seen as outdated by many, is still effective even
though organizations today are much more complex than they were when it was developed. I
agree and connect Senge’s (2006) concept of a “learning organization” that is so necessary in the
complex systems that exist in organizations today. Organizations are not the linear structures
they once were and given that employees are well educated today, I posit that this complex
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 21
reality is an opportunity to teach concepts such as Senge’s five disciplines of building shared
vision, mental models, systems thinking, personal mastery and team learning.
Lewin’s theory was that certain conditions or forces existed that maintained the “status
quo” (Lewin, 1943) and that organizations would benefit more from a focus on group change
rather than individual change. Lewin (1946) believed that you couldn’t understand an
organization unless you tried to change it and that participation in the process of change was
instrumental and more important than the actual resulting change. In order to change, people
need to be involved. This was the premise of action research which was first devised by Lewin
(1946) as “a spiral of steps each of which is composed of a circle of planning, action, and fact
finding about the results of the action” (p. 206). Lewin (1946) wrote of successful change in
terms of the need to identify existing group norms, patterns of behavior and routines, and to
develop more appropriate ones (Lewin, 1939, 1946, 1947a, 1947b). Finally, Lewin stated that “a
culture … is not a static affair but a live process like a river which moves but still keeps to a
recognisable form” (p. 172) and that “We should consider action, research, and training as a
triangle that should be kept together” (p. 211). I support that providing a culture of learning and
employee involvement is critical for successful change.
A successful organizational culture requires a balanced distribution of power, a strong
customer focus, a strategy of continuous learning and an orientation towards community service.
This view is supported by several authors who believed that there was a need for greater
employee involvement to successfully live between chaos and order, or, “at the edge of chaos”
(Handy, 1989; Peters, 1989, 1993, 1997; Kotter, 1996). Senge (2006) introduced “metanoia” as
“a shift of the mind” and that “through learning we re-create ourselves” (p. 13). I offer that
employees exposed to continuous learning opportunities have a chance to shift their minds
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 22
towards a clearer understanding of how they can thrive as both an individual and a member of an
organization. I further suggest that, given a supportive environment that fosters a culture of
employee well-being and trust, employees can begin to embrace inevitable organizational
conflict as an opportunity to learn and create greater team experiences. Senge (2006) suggested
that "in great teams conflict becomes productive" (p. 232). I recognize that successful cultures
address conflict constructively.
An organization that accepts conflict can also overcome what Lencioni (2005) called the
five dysfunctions of a team: by building trust, mastering conflict, achieving commitment,
embracing accountability, and focusing on results. Lencioni (2005) emphasized that “teams that
trust one another, engage in conflict, commit to decisions, and hold one another accountable are
very likely to set aside their individual needs and agendas and focus almost exclusively on what
is best for the team” (p. 7). Learning how to manage conflict and develop a culture that accepts
conflict will, I believe, ultimately create success in an environment of constant change and
innovation.
Leading a Merger through Culture Change
In a study that examined creativity in mergers, Zou et al., (2008) found that threat is not
conducive to creativity and that attention to employee perception is important in order to frame
the merger as an opportunity to develop creativity and innovation. Mergers typically bring
feelings of uncertainty. Strong communication and a culture that encourages involvement,
creativity, trust, and employee well-being help to calm uncertainty. Positivity was a consistent
theme that kept surfacing throughout my research as it enabled a strong platform for change and
employee well-being.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 23
Perceptions can either close or open the door to change. I suggest that an appreciative
focus on the opportunity that change offers can assist merging organizations to develop a culture
of positivity. Positive psychology began to surface in organizations in 2000 (Seligman 2002,
2003; Seligman & Csikszentmihalyi, 2000; Turner et al., 2002). The positive psychology
movement coined the term “psychological capital (PsyCap)” which is defined as hope, optimism,
efficacy, and resilience (Luthans, Youssef, & Avolio, 2007). High levels of PsyCap predict
individual health, motivation, commitment, and low absenteeism better than job satisfaction
(Luthans & Youssef, 2007; Luthans & Jensen, 2005). Evidence supported a positive culture as a
strong predictor of a high performance organization that enhanced creativity (Amabile, Barsade,
Mueller, & Staw, 2005), interpersonal trust in relationships (Anderson & Thompson, 2004; Rhee
et al., 2006), health, productivity (Bolino, Turnley, & Bloodgood, 2002; Rhoades & Eisenberger,
2002), and greater mindfulness (Weick & Sutcliffe, 2007). Losada and Heaphy (2004) found that
the most profitable, productive, and effective teams had a ratio of five positive statements for
each negative statement. Abundant empirical evidence suggested that a prevalence of positive
over negative helps enable positive organizational change. Furthermore, Cameron (2008) found
that “when positive conditions exist—such as positive climate, positive relationships, positive
communication, positive meaning, and positive energy – heliotropic tendencies are able to
mitigate negative tendencies and produce positive change” (p. 18).
Burnout, which is common in a merger, is defined as “an erosion of a positive state of
mind” and it occurred as employee engagement and employee well-being decreased, specifically
when “energy turns into exhaustion, involvement turns into cynicism, and efficacy turns into
ineffectiveness” (Maslach & Leiter, 1997, pp. 214-216). Schaufeli & Salanova (2007) labeled
employee engagement as a positive work-related mood that is associated with mental and
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 24
psychosomatic health, intrinsic motivation, efficacy, positive attitudes, and high performance.
There appears to be a synergy between a culture that focuses on positivity and high levels of
employee engagement, employee well-being and PsyCap.
Cotton and Hart (2003) cited numerous studies that point to the “pervasive influence” (p.
122) that culture has on employee well-being. They found that employee perceptions, leadership,
structures and processes, clarity of goals and goal alignment had the largest impact on employee
well-being. I offer that the supportive culture and effective, participative leadership that Attridge
(2009) affirmed is necessary for employee engagement (p. 392) concurrently sustains and fuels
employee well-being, leading to business results. Ogbonna and Harris (2000) found that
“competitive and innovative cultural traits are directly linked with performance” (p. 781) and
that culture must be adaptable to environmental conditions while exhibiting a uniqueness that
cannot easily be replicated. I further propose that positive leadership is the central force to
guiding successful culture change.
Engaging Employees in Organizational Change
Gaining commitment and employee engagement in an environment of change is essential
to organizational success. Schroeder-Saulnier (2009) found that the statement: “I am committed
to my organization’s core values” had the highest correlation to employee engagement (p. 2).
The alignment of values and trust was a consistent finding in my research as an important aspect
of employee engagement. Kouzes and Posner (2007) stated "people commit to causes, not to
plans" (p. 121) and that “at the heart of collaboration is trust” (p. 224).
Furthermore, given that the top employee engagement driver is: “Senior management is
sincerely interested in employee well-being” (Towers Perrin, 2008, p.21), I believe that leaders
need to truly care. While many CEO’s have said that their people were their most important
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 25
asset, a Towers Perrin (2009) global workforce study found that only one in ten employees
agreed that senior leaders in their companies treated them as a vital corporate asset. One of the 4
key findings in research conducted by Towers Watson (2010) noted that “confidence in leaders
and managers is disturbingly low — particularly in terms of the interpersonal aspects of their
respective roles” (p. 1). Towers Perrin (2009) identified qualities of an engaging leader as:
emotional intelligence; great communication skills; coaching/involvement; ability to inspire; and
authenticity and humility. Engaging leadership styles such as open source leadership (Gadman &
Cooper, 2009), transformational leadership, and adaptive leadership all have the capacity to
lead through change.
I was particularly struck by this description of open source leaders by Gadman and
Cooper (2009):
people who can be trusted when they give their word, reveal new worlds of new opportunity,
generate the capacity to open hearts and minds to the universe's abundance of possibility and
narrow these down to a few powerful opportunities, selective and timely (know when to make
things happen and when to let things happen), skillfully structure human and technical
processes, structures and systems (structures of synergistic interaction that produce emergent
products that exceed the sum of the individual parts/contributions). (p. 149)
I discounted a transactional leadership style which does not engage people as effectively as
transformational leadership (Bycio, Hackett, & Allen, 1995; Bass & Avolio, 1993). Open source
leadership is similar to transformational leadership which Bass and Riggio (2006) defined is “at
its core, about issues around transformation and change” (p. 225) and Lowe and Kroeck (1995)
found to be effective at all levels of the organization. Transformational leadership centers on
culture change where achievement, self-actualization and the development of people is
imperative (Bass, 1985; Bass & Avolio, 1993). Bass, Avolio, Jung, and Berson (2003)
summarized the four key components of transformational leadership to include “idealized
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 26
influence, inspirational motivation, intellectual stimulation and individualized consideration” (p.
208).
Adaptive leadership was linked to a military environment where inaction is deadly. Our
business environments are presenting the challenge of “act or die” as well and so I was intrigued
by Useem (2010) who summarized adaptive leadership:
Create a personal link with every employee—individually or in gatherings. … Act fast—don’t
shoot from the hip but don’t wait for perfection. Make organizational interests your top
priority—don’t let others falter as you prosper. Set a direction but don’t micromanage—give
people the freedom to improvise. (p. 89)
I found trust and integrity to be paramount in adaptive leadership and the underlying message of
“mission first, then team, then self” (Useem, 2010, p. 89) was one that resonated with me.
Teamwork is critical in business today and to be effective I believe our businesses need to
include more collectivism.
Gillespie and Mann (2004) found that when teams are led in a consultative manner by a
leader who communicates and models a collective value-driven vision that it “accounts for up to
67 per cent of team members’ trust in their leader” (p. 602). Furthermore, Hamel and Valikangas
(2009) asserted that success was “about having the capacity to change before the case for change
becomes desperately obvious” by being able to “dynamically reinvent business models and
strategies as circumstances change” (p. 513). They pointed to the need for organizational
resiliency with an aspiration for “zero trauma” (Hamel & Valikangas, 2009, p. 514).
Strong leadership is vital today when leading culture change. I found the most important
aspects of leadership to be trust and confidence. As Kouzes and Posner (2003) stated, “when
leadership is a relationship founded on trust and confidence people take risks, make changes,
keep organizations and movements alive” (p. 18). I assert that successful organizations will focus
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 27
on their people’s well-being so that they have the energy and resilience to face the new realities
of constant change, teamwork, and innovation in a way that creates self-actualization or states of
flow. This win-win will be challenging in a world fraught with interruptions where employees
need to be aware of and aligned with the organizational vision. Gadman and Cooper (2009)
declared that "consciousness differs from awareness in that consciousness says you are alive,
while awareness says you are alive and awake" (p. 80). Leaders need to empower employees to
be more than conscious; employees need to be well so that they can realize their potential
through spontaneous effort and flow states that lead to engagement.
In conclusion, my literature review pointed to the importance of leadership in developing
a strong, positive culture that is open to change as a means of thriving. A culture that supports
employee well-being and the development of people will lead to high levels of employee
engagement which is vital for the innovation, adaptability, and customer service excellence
necessary for businesses to prosper.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 28
CHAPTER THREE: INQUIRY APPROACH AND METHODOLOGY
Inquiry Approach
The purpose of this section is to describe the philosophical approach and methodology
used in this Organizational Leadership Project (OLP). Using a mixed methods action research
approach that encompassed both quantitative and qualitative methods (Stringer, 2007) this OLP
captured both a pre and post measure of a physical activity challenge (PAC) and a more in-depth
individualized understanding of well-being at the branch level. Furthermore, the appreciative
inquiry philosophy (Cooperrider & Whitney, 2000) was used to explore the relationship between
employee well-being and employee engagement with employees “drawn into the processes of
inquiry” (Coghlan & Brannick, 2005, p. 4). The overall question was: How can an organization
enhance employee well-being to support their business strategy? The subquestions were:
1. How can employees be supported to create a culture of employee well-being?
2. How can a culture of employee well-being support employee engagement?
3. How can culture and vision inform metrics and areas of focus for well-being?
The action research in this OLP was reflective of a merger where the culture strengths of
the two merging organizations were taken into account by stressing high involvement and
synergistic outcomes. Stringer (2007) referred to action research as a “collaborative approach to
inquiry or investigation that provides people with the means to take systematic action to resolve
specific problems” (p. 8). It is “simultaneously concerned with bringing about change in
organizations, in developing self-help competencies in organizational members and adding to
scientific knowledge” (Shani & Pasmore, as cited in Coghlan & Brannick, 2007, p. 3).
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 29
An appreciative inquiry philosophy created a commitment to results because participants
were involved in the change. Appreciative inquiry was developed through the work of
Cooperrider (Cooperrider & Whitney, 2000; Cooperrider et al., 2000, 2003; Golembiewski,
1998; Ludema et al., 2001, 2003) using a strengths perspective. Coghlan and Brannick (2005)
explained that appreciative inquiry focuses on discovering ‘what is’, ‘what could be’, ‘what
should be’ and ‘what will be’ (p. 18). Using this as a framework, this OLP allowed me to use an
appreciative lens to explore how one group of employees within two merging organizations
could discover, dream, design, and determine their well-being destiny through a PAC and
qualitative research. Weisbord cited Lewin’s core principle that: “We are likely to modify our
own behavior when we participate in problem analysis and solution and likely to carry out
decisions we have helped make” (Weisbord, 2004, p. 94). I strived to conduct my inquiry using
what Bushe and Marshak (2009) called dialogic appreciative inquiry which they explained as
choreographed events that create a “container” or enabling conditions within which stakeholders
share their views of social reality and seek common agreements in real time” (Bushe & Marshak,
2009, p. 356).
Stringer (2007) claimed that action research provides a framework to “look, think, act”
(p. 8) and that it is concerned with understanding the way that stakeholders “perceive, interpret,
and respond to events related to the issue being investigated” (p. 19). My approach was to
maximize engagement through a PAC that acted as an appreciative inquiry container for data
collection. This minimized organizational time commitment in a way that was fun, engaging and
generative. Dimmock and Kass (2007) affirmed “involvement can be encouraged by increasing
the attractiveness of the group’s activities; the satisfaction the members receive from interacting
with other members and the prestige gained through the groups accomplishments" (p. 6). Bushe
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 30
(2007) described the generative aspect of appreciative inquiry as a “quest for new ideas” that
“liberate our collective aspirations, alter the social construction of reality and, in the process,
make available decisions and actions that weren’t available or didn’t occur to us before” (p. 1).
Furthermore, Masters (2000) summarized four basic themes: “empowerment of participants;
collaboration through participation; acquisition of knowledge; and social change” (p. 2).
Glesne (2006) pointed out that qualitative inquiry allowed the interviewer to see things
through another’s eyes. This type of research typically elicits a high response rate (Palys &
Atchison, 2008) and further to this, Stringer (2007) maintained that by using multiple methods to
gather information and data from participants, I increased the credibility of my data. Glesne
(2006) concurred that the “multiple data-collection methods contributes to the trustworthiness of
the data” (p. 36). Moreover, Glesne emphasized that “the more sources tapped for understanding,
the richer the data and the more believable the findings” (p. 36). I have gathered internal
documents and statistics and had conversations with research participants to validate data
gathered and findings were reviewed by all participants for their comments and feedback.
Project Participants
In addition to my sponsor, I involved three groups of participants: the human resources
(HR) team (five people); the Well-being Council (WC) (12 people); and all staff at one office (34
people). These participants, including five senior staff, provided a cross section of both merging
organizations to reflect a balanced perspective. The WC included staff from only one of the two
merging organizations but was selected due to their well-being expertise. In consultation with my
sponsor, it was felt that the other merging organization would be a better choice for the AI
research and that the Vice President of Human Resources (VP HR) would be a key person to
choose the appropriate office within the organization for this research. It was important to be
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 31
inclusive of both organizations due to the merger and the fact that a new culture was emerging at
the time of this inquiry.
The Senior Vice President Risk Management (SVP RM) was my official sponsor and was
involved from a strategic level to guide this OLP. The Senior Vice President, People Services
(SVP, PS), joined the organization after this OLP was well underway. He chose to accept the
work that had been done and left the management of the project to the Assistant Vice President
Corporate Human Resources (AVP HR) with the assistance of the Human Resources Advisor
(HRA). In addition, the VP HR assisted in guiding the research with the manager of the site
selected. The SVP, PS was responsible for well-being initiatives and therefore was ultimately
responsible for implementing OLP recommendations.
I utilized a research team that included one fellow Royal Roads University student and all
the above mentioned participants except for the SVP PS. My colleague assisted me by reviewing
my OLP, advising me throughout the process and participating in the world café. She signed a
confidentiality agreement (see Appendix A) and a copy of this was sent to the AVP HR. My
research team was instrumental in ensuring that the different perspectives were captured and that
organizational commitment to results was strong.
The HRA and the WC were instrumental to this inquiry as they provided an overall view
of the organization and had prior experience with well-being initiatives. The first segment of
research involved this group, the AVP HR and my fellow student in a world café. The second
segment of research involved the VP HR, who assisted in selecting an appropriate office for the
research and provided ongoing support. The largest independent office was selected to ensure we
had enough participants (34) and also due to the manager’s enthusiasm to be involved.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 32
Inquiry Methods
The three inquiry methods used in this OLP included a world café, interviews and two
online surveys. In the next sections, I described why I selected the inquiry tools, and how they
were developed, tested, and implemented. I also explained research conduct and data analysis.
Data Collection Tools
The tools I used included two online surveys and four qualitative interview questions that
were collaboratively developed. The appreciative philosophy of this inquiry necessitated that
participants be involved in the planning, action, observation, and reflection and I used three
unique methods to articulate this. Bushe and Marshak (2009) cited Bushe and Kassam, who
explained that “rather than attempting to diagnose and manage change levers, appreciative
inquiry seeks to evoke new ideas that will compel self-organizing change” (p. 352). The tools,
therefore, needed to create opportunities for this evolution in a way that was conducive to time-
limited participant access.
The first method was a world café which involved what Brown and Isaacs (2005) called
hosting conversations that matter in a way that taps into “the realm of collective intelligence” (p.
xii). I involved my research team to help pre-test the world café format and develop effective
wording for guiding questions that helped to formulate final interview questions. The four
interview questions that were developed through the world café process minimized my own
potential “mental models” (Senge, 2006) and bias using the expertise and reflections of the WC.
Kirby and McKenna (1989) spoke to the importance of self-reflection in defining the question
and also in knowing how you influence your research along the way.
The world café was held as part of a regular WC meeting at the head office. The
participants didn’t know each other and so the world café offered an environment conducive to
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 33
participation. Each person reviewed and provided input to four guiding questions; each question
was tested and reshaped twice; and then reviewed as a group. The results included four
qualitative interview questions, taped proceedings and flip chart notes. The questions were:
1. What does employee well-being mean to you?
2. What positive factors in your workplace contribute to your well-being? How do these
positive factors affect you?
3. How does your well-being enable you to deliver excellent service?
4. How has the Pirates of the Caribbean Challenge changed your work relationships?
The second method employed was a PAC that utilized pedometers, prizes and an online
virtual team competition to encourage walking at lunch, on breaks and outside of work; and
acted as a container for interview questions. This method got almost everyone in the branch
participating in a well-being initiative, allowing me to measure its effectiveness through two
online surveys (Fluid Surveys, 2010) that enabled a quick way to confidentially capture pre- and
post-data. The survey asked quantitative questions which facilitated clear comparison data
between pre- and post-PAC. The questions (see Appendix B) were based on the International
Physical Activity Questionnaire (IPAQ, 2010) as well as the Well-being Finder (Rath & Harter,
2010) to allow for valid physical activity and well-being measurement.
I mentored four team leads to conduct the four week PAC which included their own
theme of “Pirates of the Caribbean” where teams virtually raced from Penticton to Anaheim (see
Appendix C). Participants were given a pedometer at the start of the PAC and one $25 mall gift
card was awarded, via random draw each week, to those who participated in recording answers
to the “question of the week” on hand held recording devices. Participants were encouraged, by
their team leads, to walk with their coworkers at lunch and during breaks and answer the
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 34
“question of the week” while also gaining and entering steps online for their team in a quest to
win the online team race to Anaheim (Appendix D). Interview data was captured on hand-held
recorders. Two random draw prizes were awarded to increase participation in the pre- and post-
PAC survey and a grand prize of $200 was awarded to the team who arrived at the online
destination of Anaheim first.
I visited the office to train and brief the four team leads of the PAC; for the launch of the
PAC; the following week to check on the hand- held recorders; at the end of the PAC to thank
participants; and, after data were tabulated and themed to present and verify data. I was in touch
with the team leads throughout the PAC to offer support and was thankful that I visited the
branch just after the launch because I discovered that the recorders were not recording all
interviews. I decided to offer an additional $25 draw prize to encourage participants to answer
both question one and two during week two to rectify this issue. I also supported the team leads
to ensure that they worked with their team members more closely to verify that they were
correctly recording their interviews. The team leads were supported through e-mail and
administrative tools. As an outsider, it was crucial throughout this process that I was as
supportive and consultative as possible. Palys and Atchison (2008) defined “research as
engagement” (p. 1) and because I was exploring engagement and its relationship to well-being, I
felt it was fitting to observe this aspect as well. Stringer (2007) states: “…action research is
necessarily based on localized studies that focus on the need to understand how things are
happening, rather than merely on what is happening, and to understand the ways that
stakeholders - the different people concerned with the issue - perceive, interpret, and respond to
the events related to the issue investigated” (p. 19).
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 35
The PAC interviews provided me with individual views on well-being in a way that
removed my bias and decreased participant anxiety. My goal was to learn what well-being meant
to staff, to identify well-being strengths, to see how well-being connected to customer service
and engagement, and to see if relationships were changed by the PAC. Glesne (2006) cautioned
researchers against “interview anxiety about ‘right answers’” (p. 41). I sought to remove this
anxiety by having coworkers interview each other using hand-held recorders. This removed
anxiety as well as any bias I might convey and created an opportunity for coworker relationship
building which I believe is an essential element in creating a culture of well-being.
The third method I used was an online tool (Wordle, 2010) that allowed me to place my
full PAC transcription into a utility that created word art that reflected the frequency of data by
graphically depicting these words as larger than less frequently used words. The resulting
graphics were used by the organization to further define their well-being strategy (Figure 3).
I was supported via a conference call every two weeks with my colleague and I also
communicated via e-mail and phone with my supervisor to get feedback. Each research segment
informed the next creating the action research “spiral” of activity (Stringer, 2007). The world
café, for example, produced questions which were used for the face-to-face interviews and the
interview data informed a final meeting to present and reflect on the data discovered.
Study Conduct
Table 1
Study Conduct Timeline
Date Task
July 14/10 Organized schedule, sought approvals for research
team/activities/budget.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 36
July 23/10 Obtained approvals for access to Well-being Council and staff for PAC.
Aug. 15/10 Arranged for recorders, batteries, pedometers, incentives (six $25 mall
gift cards and $200 cash for winning PAC team), and Executive
participation in launch and/or close of PAC.
Aug. 18/10 Developed draft plan, invitation and letter of consent for world café (see
Appendix E & F).
Aug. 23/10 Finalized world café plan: agenda (see Appendix G), equipment (see
Appendix H), guiding questions (see Appendix I), room booking, and
refreshments.
Sept. 3/10 Confirmed research location and met with manager/finalize team leads
& plan.
Sept.4 /10 Obtained approval for activity challenge draft materials (invitation letter,
poster, online challenge template, e-mail communications, process
calendar, forms for team leads, pre and post online survey, four
questions).
Sept. 1/10 Sent world café invitation through organization contact.
Sept. 7/10 Sent invitations (see Appendix J) and letters of consent (see Appendix K
and L) for PAC and online survey through office manager.
Sept. 8/10 Held world café (three hours): predefined table hosts, researcher
facilitated, audio/video taped, four tables decorated (table cloths,
centerpieces, handouts, crayons, paper, recorder, candies, toys, easel
paper, markers), music softly played.
Sept. 13/10 Conducted PAC team lead training (PAC, overview of research).
Sept. 9-30/10 Conducted world café data analysis: reviewed video and audio tapes,
transcribed final questions for PAC.
Sept. 17/10 Launched online pre-PAC survey: e-mail invite sent by office manager.
Sept. 24/10 Launched PAC (26 participants), pedometers provided, team leads and
questions introduced, pre-PAC survey closed, letters of consent
collected, survey draw prize drawn and awarded (23 participants).
Sept. 29/10 Visited branch: verified recorders, ensured system worked, supported
leads.
Oct. 1/10 Launched PAC week two, question two, e-mail sent to team leads, draw
prize drawn and awarded.
Oct. 8/10 Launched PAC week three, question three, e-mail sent to team leads,
draw prize drawn and awarded.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 37
Oct. 15/10 Launched PAC week four, question four, e-mail sent to team leads, draw
prize drawn and awarded.
Oct. 22/10 Concluded PAC, launched online post-PAC survey, e-mail invite sent by
manager, draw prize drawn and awarded, final prize for winning team
awarded (made it to Anaheim first-PAC).
Oct. 29/10 Concluded online post-PAC survey (16 participants), draw prize drawn
and awarded, data analysis began: developed reports showing
differences between weekday and weekend responses, pre and post
comparison data, and PAC qualitative results which I transcribed from
recorders, themed, and summarized (see Appendix M), wordles created
from qualitative transcription.
Nov. 15/10 Meeting to present/verify/discuss themed data, wordles (AVP HR,
manager, team leads).
Data Analysis
In order to ensure credibility, transferability, dependability and confirmability, I
conducted my research with triangulation in mind (Stringer, 2007). Triangulation involved
“looking for multiple data sources” (Palys & Atchison, 2008, p. 42) throughout my research. I
used my literature review, primary research, organizational data and my own professional
experience to create credible and dependable data. Two validation processes included
confirmation of the world café outcomes with the WC participants, and presentation of the final
results from the interviews and online surveys to the team leads and staff. Data included: a
literature review; pre and post-PAC survey results that measured well-being and physical
activity; testimonials about the PAC experience; and the qualitative research results which
included graphic wordle art.
The world café provided me with the four questions for the PAC which were validated
with the WC during a final facilitated segment of the café. I used Fluid Survey’s online service to
analyze the pre- and post-PAC survey. This provided me with the ability to present data
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 38
graphically in a way that clearly captured the results by converting results to easily understood
percentages and charts. Most of the questions in my pre-and post-PAC survey were quantitative,
allowing clear comparison data.
All research, with the exception of the online surveys, was tape recorded and I
transcribed the four interview questions myself being sure to accurately depict what was said.
Stringer (2007) stressed the importance of “using the respondent’s language, terms, and
concepts” (p. 72) to avoid researcher bias. The transcribed data from the PAC were themed by
grouping key ideas (see Appendix M) and then this was presented at a meeting with the office
manager, two of the team leads and the AVP HR to help them develop their own branch well-
being strategy. The data collected from the four interview questions were used to create symbolic
text graphics (Wordle, 2010)(see Figure 3) to assist in data analysis, to help generate discussion
around next steps and to create buy-in with branch staff for future work around well-being. I
wondered if the words that appeared larger would be fully representative of the results because
respondents typically recited the question before responding to it. I decided to strip the question
text from the transcript and then compared the resulting wordle art. I noticed that certain words
were larger and they were indeed quite different.
Bushe and Marshak (2009) affirmed that symbolism can be an important tool in making
meaning for organizations. Furthermore, they talked about “collective sensemaking” and how it
is important to allow groups to form their own way (p. 354) to create the commitment necessary
for change. The key is to see what emerges and not to be prescriptive in any system. Palys and
Atchison (2008) believed that “qualitative researcher’s theory isn’t something you start with; it’s
something you build” (p. 10) and I wanted to begin to build a culture of well-being based on
what they wanted. As Senge (2006) attested, “[p]eople don’t resist change. They resist being
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 39
changed” (p. 144). People need to be a part of the process and instrumental in defining the
change or it will not be as successful.
Each location within an organization has a unique culture. The results from the PAC were
specific to one office location of my sponsor. However, the model I used encouraged grass roots
involvement in establishing a unique well-being culture based on the people at that specific
branch, and can therefore be replicated at any location.
Ethical Issues
As an external consultant, I shared the Tri-Council Policy Statement: Ethical Conduct for
Research Involving Humans (Canadian Institutes of Health Research, Natural Sciences and
Engineering Council of Canada, and Social Sciences & Humanities Research Council of Canada,
2005) and the Royal Roads Ethics Policy (Royal Roads University, 2007) with my sponsor as
policies I was bound to in this inquiry. Having worked with my sponsor in the past, I have
developed a relationship built on trust, ethics and confidentiality. As Solomon & Flores (2001)
so succinctly stated, “[t]he freedom provided by trust is the freedom to engage in projects that
one could not or would not undertake on one’s own” (p. 8).
The research ethics process included eight ethical considerations that were addressed:
respect for human dignity, respect for free and informed consent, respect for vulnerable persons,
respect for privacy and confidentiality, respect for justice and inclusiveness, balancing harms and
benefits, minimizing harm and maximizing benefit. To meet these criteria I encouraged
participants to speak freely regardless of their role within the organization and ensured that
people’s well-being was central. I ensured that I clearly communicated the objectives of the
research, the voluntary nature of participation, the right to withdraw at any time, my availability
for questions and how I could be reached and, lastly, how the results would be used and by
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 40
whom. Letters of consent were signed by all participants. No one under the age of 18 participated
in this research and consideration was given to those with physical disabilities by ensuring
accessibility for all. All data were collected anonymously, confidentiality was strictly
maintained, and all data were secure in a locked cabinet and/or password protected computer file
for use of this project only. I used Fluid Surveys because their server is housed in Canada which
complies with the Ethics Review Board of Royal Roads University requirements. All participants
were asked to preserve confidentiality after their participation in the research and a
confidentiality agreement was signed by my fellow student and editor. I was inclusive of all
members of the WC and the staff at the chosen research location and ensured maximum
participation through appropriate scheduling and communication.
The possible harms of this research were minimal. If the participants were not
accustomed to walking, they could experience muscle soreness from participating in the PAC
and people who did not like to partake in group activities could find the PAC intimidating. I
advised inactive participants, through the letter of consent that they would be wise to check with
a physician before engaging in activity. The benefits of this action research included more
engagement in the change process (Stringer, 2007) and a potential impact on all 1400
employees’ well-being. I acted with professionalism during all research and minimized my bias
by involving four team leads to lead the PAC and by having participants interview each other. I
also utilized my skills as a facilitator while ensuring that my bias towards well-being was
minimized and made myself easily available by phone and by e-mail to address complaints or
questions. This OLP had the potential to assist all employees to reach higher levels of well-
being, leading to higher levels of engagement among employees, and increased organizational
health and prosperity.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 41
CHAPTER FOUR: ACTION INQUIRY PROJECT RESULTS AND CONCLUSIONS
In this chapter I have presented the research findings and observations based on my
analysis of data from a world café, two online surveys, and qualitative interview questions. The
reader will then find the study conclusions followed by the scope and limitations of the study.
The main question in this inquiry was: How can an organization enhance employee well-being to
support their business strategy? The subquestions were:
1. How can employees be supported to create a culture of employee well-being?
2. How can a culture of employee well-being support employee engagement?
3. How can culture and vision inform metrics and areas of focus for well-being?
Study Findings
World Café
Four guiding questions were discussed and tested by participants and then a final group
discussion was held to verify the questions developed for use as interview questions in the PAC.
Table 2
A Comparison of Questions Posed In and Resulting From the World Café
Guiding question Resulting question
What does employee well-being mean for
them?
What does employee well-being mean to you?
How does the environment at work contribute
to their well-being?
What positive factors in your workplace
contribute to your well-being? How do these
positive factors affect you?
How does well-being affect their ability to
deliver excellent customer service?
How does your well-being enable you to
deliver excellent customer service’?
How has this physical activity challenge
impacted their work relationships?
How has the Pirates of the Caribbean
Challenge changed your work relationships?
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 42
The first question was thoroughly discussed and initially evolved into: “Within your daily
role (home and work) what does employee well-being mean to you, specifically thinking about
your physical, mental and social well-being?” Participants believed it was important that the
“whole” person was taken into account. There was dialogue about whether people might not
want to participate and answer this question as part of the PAC. One participant commented that
“some people might not like to talk about personal things” especially if they “struggled with their
weight” (WC1, 2010). Another stressed that the PAC was a good thing because “you are having
time with people you wouldn't normally have time to connect with” (WC2, 2010). The final
question reflected the group’s consensus that the question should not direct the answer. They felt
it was important to understand how each individual defined well-being and whether the physical,
social, mental and work life aspects surfaced on their own without the question directing the
answer. The WC’s final decision was: “What does employee well-being mean to you?”
The second question pertained to the work environment. The environment was described
as “constantly changing” and one participant emphasized that “environment and personal mood
really changes your well-being” (WC3, 2010), while several people made reference to how
relationships could positively or negatively affect a person’s well-being. One participant
affirmed that “how you work together or how you don’t work together definitely affects
customers” (WC4, 2010) and another commented that at their office “it’s surprising how some
little changes really changed the mood of a lot of people” (WC5, 2010). Another commented on
the “chain-reaction, when others are in a bad mood. It’s important to have a positive attitude, to
be proactive in your well-being; most of it you can just take charge of” (WC6, 2010). In our final
group discussion we talked about the positive and negative factors in the environment and
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 43
decided, using an “appreciative” lens, to focus on the positive factors: What positive factors in
your workplace contribute to your well-being? How do these positive factors affect you?
The conversations about the third question centered on a person’s mood and how that
might affect their ability to provide excellent service. This was well framed by one participant
who said that staff is “dealing with all kinds of personalities” (WC7, 2010). Well-being was
stressed by the following statement as a way to provide excellent service when dealing with
multiple personalities: “taking a pause and a fresh breath, putting a smile back on my face before
addressing the customer... a five second mental switch… I can control how I am” (WC8, 2010).
It was clear that the WC believed in the organization, took their roles seriously and enjoyed their
coworkers. One WC member exclaimed, “I love my customers. I am a little possessive” (WC 9,
2010) while another stated “I love what I do… it makes me happy… we’re like a big family” and
“it’s who we have working in the company that makes a difference” (WC10, 2010). There was
dialogue about whether the question should extract a customer service story as an example of
when well-being enabled them to excel in the service they provided. Final agreement framed the
question to determine how well-being assisted in providing excellent customer service: How
does your well-being enable you to deliver excellent customer service’?
The final question created a discussion about the benefits of a PAC, as well as the
benefits of corporate-supported physical activity, such as an onsite fitness centre, and
subsequently the importance of identifying change as a result of the PAC. The final resulting
question was further refined by the participants in the PAC to reflect the Pirates of the Caribbean
theme: How has the Pirates of the Caribbean Challenge changed your work relationships?
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 44
Pre-PAC and Post-PAC Survey
Of the 26 who participated in the PAC, 88% (23) participated in the pre-PAC survey and
61% (16) participated in the post-PAC survey. When I reviewed the differences between the
survey results, I found that respondents’ mean hours spent doing moderate PA and walking
increased after participating in the PAC (Table 3).
Table 3
Comparison of Mean Hours Spent Participating in Physical Activity (PA) as Reported by Pre-
and Post-PAC Survey Respondents over the Previous Seven Days
Vigorous PA Moderate PA Walking
Pre-PAC
Post-PAC
Pre-PAC
Post-PAC
Pre-PAC
Post-PAC
2.2
2.1
1.4
2.6
4.7
5.4 Note. Vigorous PA examples are heavy lifting, digging, aerobics, or fast bicycling. Moderate PA examples are
carrying light loads, bicycling at regular pace, and doubles tennis. Time spent for moderate PA and walking > 10
minutes.
While the PAC predominately showed positive change (Table 4), such as enjoyment
(77% vs. 87%), some aspects showed negative change including increased stress (45% vs. 53%),
increased physical pain (18% vs. 27%) and increased sadness (18% vs. 20%).
Table 4
Percentage of Respondents Reporting Specific Feelings on the Day Prior to the Survey
Feeling
Pre-PAC
N=22
Post-PAC
N=15
Stress
45 53
Physical pain
18 27
Sadness
18 20
Enjoyment
77 87
Worry
36 33
Anger 9 7
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 45
When compiling the pre-PAC survey data, I noticed that 16 or 69% of respondent
answers referred to a Sunday and seven or 31% of respondent answers referred to a weekday. I
was curious if this might have affected the increased stress reported in Table 4, and noticed the
mean hours spent working were much lower in the pre-PAC than the post-PAC (Table 5)
indicating that these responses could indeed be reflecting an effect to the data. Time spent
socializing for example was lower post-PAC, most likely indicating that respondents had less
time for this activity during a workday. While respondents were getting adequate sleep, it is
worthy to note that even though sitting decreased between pre- and post-PAC, it is still high.
Table 5
Mean Hours Respondents Spent on Activities the Day Prior to Survey
Mean hours per day
Pre-PAC Post-PAC Change
Sleeping
7.30 7.4 +0.10
Sitting
8.00 6.6 -1.40
Social: friends and family
6.70 3.9 -2.80
Working 3.75 6.9 +3.15
I discovered some interesting results as displayed in Table 6. For example, 21% more
respondents got their exercise on a Sunday as opposed to a workday while 27% more workday
respondents ate healthier perhaps indicating that they found it easier to stick to a healthy eating
regimen while at work. While respondents tended to feel more rested on the weekend, they learnt
and did more interesting things during the week and were treated more respectfully on a
workday. However, they worried more about money on a Sunday than a weekday. Worrying
about money is a cause for concern both in pre- and post-PAC data.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 46
Table 6
Percentage Comparison of Pre- and Post-PAC survey Respondent Self-Reported Activities on
Day Prior to Survey
Survey respondents
Variable
Pre-PAC
Yes-Split
Pre-PAC
Yes-Total
Post-PAC
Yes-Total
Sunday
N=16
Weekday
N=7
Total
N=23
Total
N=16
Worried about money 50 43
48 44
Well rested
56 50 55 44
Treated with respect
62 71 65 69
Smiled/laughed a lot
69 71 70 81
Learnt/did something interesting
73 86 77 81
Exercised 20+ minutes
50 29 43 62
Ate healthily 44 71 52 75 Note. Pre-PAC measures include comparison between responses that were based on Sunday and weekday
experience. Post-PAC respondents all reported based on a weekday.
In summary, on the positive front, when both pre- and post-responses were averaged out,
86% were getting 7 to 9 hours of sleep, 82% experienced enjoyment, 76% had a positive
experience with family (Table 7), 76% smiled or laughed a lot, and 67% felt like they were
treated with respect. Worthy of note is that 51% sat between 6 and 10 hours a day, 46% were
specifically worried about money, 36% claimed low physical energy as a negative experience,
and 20% were sad. It should be noted, however, that even though work was rated by 29% of
weekday pre-PAC respondents as a positive experience, 29% also rated work as a negative
experience. Weekday pre-PAC respondents rated family as the most positive experience (57%)
and low physical energy as the most negative experience (57%). When pre and post-PAC
responses were averaged out, family (76%) and friends (46%) were rated highly as a positive
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 47
experience, while energy (36%), work (20%) and financial (15%) was rated highly as a negative
experience. While only 19% rated financial as negative post-PAC, I also found that an average of
46% of all respondents worried about money.
Table 7
Percentage Comparison of Survey Responses Based on Positive and Negative Experience
Reported for Day Prior to Pre- and Post-PAC survey
Survey respondents
Positive Negative
Respondent
Experience
Pre-PAC
Post-PAC
Pre-PAC
Post-PAC
Sunday
Weekday
Total
Total
Sunday
Weekday
Total
Total
Work
6 29 13 31 7 29 14 25
Family 75
57 70 81 57 — 38 6
Friends 38
29 35 56 — — — 6
Financial 6
14 9 12 14 — 10 19
Energy 19
— 13 6 21 57 33 38
Community 12
— 9 19 — — — —
Note. Pre-PAC responses include comparison between responses that were based on Sunday and weekday
experience. Post-PAC responses were all based on a weekday experience. Pre-PAC Sunday N=16 and Weekday
N=7 for a total of 23 Pre-PAC respondents. Post-PAC total respondents N=16. Dashes indicate a nil report by
respondents for specific experiences.
Interviews
Happiness unquestionably had a huge impact on the well-being of respondents.
Respondents were clear that having a high level of employee well-being meant being happy with
their mental, spiritual, financial, emotional, and physical health while simultaneously being
happy with their sense of balance between work and family and happy about their work
environment which included the people they work with. Positivity was a strong theme that
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 48
connected easily to happiness. When questioned about what employee well-being meant to them,
respondents seemed to focus on the mental and emotional aspects of “feeling good”, “being
positive”, and being “happy” (25) followed by being “physically fit” or “active” (19). Spiritual
well-being was also mentioned frequently (9). The connection between mental health, stress and
physical activity was clearly made. One participant commented, “I believe it is a great de-
stressor and for your emotional and mental well-being, it helps to release the stress in a positive
way and makes you a healthier person” (IR1, 2010) while another stated: “I think exercise keeps
our mental capacity intact” (IR2, 2010). The theme of positivity in relation to well-being was
clearly connected to happiness with comments about putting things in a positive light, being in a
good frame of mind, and generally feeling good about themselves. The themed responses to the
first qualitative question are reflected in Table 8.
Table 8
Themes and Subthemes Identified from Question One: What does employee well-being mean to
you?
Themes Responses Subthemes
Being a happy
healthy person
43 Mental, spiritual, financial, emotional and physical health;
healthy lifestyle; and positivity.
Enjoying work 32 Happy to come to work; happy to be at work; and being happy
with the environment and the people they worked with.
Work family
balance
14 Having a healthy, happy family; achieving a good balance;
having time for family, work and self.
Question two was: “What positive factors in your workplace contribute to your well-
being? How do these positive factors affect you?” Positive factors were themed into four areas:
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 49
people, positivity, environment and leadership (Table 9). The effect these had on respondents
were grouped into two categories: work-engagement effect and personal effect (Table 10).
Table 9
Themes and Subthemes Identified from Question two (part one): What positive factors in your
workplace contribute to your well-being?
Main themes
Responses
Subthemes
People 19 Positive energy, happy, caring, considerate, enthusiastic, good
relationships, and cheerful.
Positivity 17 Energy, feeling happy, feeling confident, laughter, and smiles.
Environment 16 Respect, positive, good atmosphere, windows, open
communication and positive morale.
Leadership 10 Teamwork, great communication, positive, approachable, and
supportive leadership.
When asked how these positive factors affected them, one respondent said “I just get
stronger and I love coming into work and I think my energy rubs off onto other people” (IR3,
2010). Another commented that “It’s contagious. When somebody is enthusiastic about their job
and happy about what they do, you can’t help but get that energy from them and you know, have
it in your own workday” (IR4, 2010). Well-being created more positive attitudes, happier and
more cheerful people, decreased stress levels, and elevated moods. A respondent said: “laughter
is good for the soul” (IR5, 2010). Another stated: “happy on the inside – happy on the outside”
(IR6, 2010).
Positivity was recognized by respondents and also in my research for its contagious
nature. One respondent, in fact, exclaimed that he or she would “try to focus [their] attention on
the staff members who have positive attributes and are energetic” (IR14, 2010) demonstrating
their eagerness to glean energy and positivity from others. Staff talked about positive factors at
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 50
work making them “stronger”, providing them with a “love” of their work, an enjoyment of their
colleagues, and that they “looked forward” to coming to work. They also talked about how these
positive factors spilled over to home. A respondent directly related the importance of positivity
to their role with this statement: “members see me as a positive person of the organization”
(IR15, 2010). Enthusiasm, happiness, and smiles were all commonly mentioned factors that
affected staffs ability to be engaged in their work.
Table 10
Themes and Subthemes Identified from Question two (part two): How do these positive factors
affect you?
Main themes
Responses
Subthemes
Work
engagement-
effect
26 Easier to enjoy work and trust others, positively impacts mood
and attitudes, high productivity, best possible customer service,
positivity spreads, effective team work, it feels good, empowered,
high morale.
Personal
effect
22 Positive energy, feel great, happy at work and at home, confident,
smile a lot, cheerful, less stressed, enthusiastic.
Question three was: “How does your well-being enable you to deliver excellent customer
service?” Respondents described those with high well-being as having more positive attitudes,
being happier and more cheerful, having decreased stress levels, and elevated moods.
Respondents felt that to deliver excellent customer service an employee had to love their job, be
willing to go the extra mile, want to do their best, have the energy to deliver more, want to
“wow” customers and be dedicated to their organization. One staff member commented that
“feeling confident and feeling good about what you do” was an important outcome of employee
well-being and they cited how this related to making it “easier to project those emotions to
customers and [their] ability to service those customers” (IR16, 2010). Another suggested that
when their well-being was high, they were more “open towards people and friendly” (IR17,
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 51
2010). Respondents believed that a person with high employee well-being displayed self
efficacy, reciprocity, a positive attitude, energy and health.
Two themes of engagement and positivity spillover emerged (Table 11). One respondent
said that “if you are unhealthy and unengaged: chances of you providing excellent service would
be severely limited” (IR7, 2010). Respondents felt that to deliver excellent customer service one
had to love their job, be willing to go the extra mile, wanted to do their best, had to have energy
to deliver more, and needed to be dedicated. A respondent said that well-being “enables us to be
more creative and come up with better solutions to any problems that might occur and just allows
customers to be in a better frame of mind when they are walking out. They can be WOWED!”
(IR8, 2010). From a positivity perspective, respondents felt that in order to deliver a high level of
customer service a person needed to display self efficacy, reciprocity, a positive attitude, energy
and health. A respondent said “if I am happy in my home life, I come to work happy” (IR9,
2010). Another said “when I believe in my organization, it will show as my dedication and
support” (IR10, 2010). Many commented on how positivity spreads to customers and staff to
create a positive environment and how a negative can spread even faster.
Table 11
Themes and Subthemes Identified from Question three: How does your well-being enable you to
deliver excellent customer service?
Main themes
Responses
Subthemes
Engagement
16 Empowered, trusted, feel good about myself,
organizational commitment, want to come to work,
enthusiastic, energetic, happy, more creative, love my
job.
Positivity spillover
13 Happy at home=happy at work, good mood, project my
positivity to customers, friendly, contagious, high
employee well-being=excellent customer service.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 52
Question four was: “How has the Pirates of the Caribbean Challenge changed your work
relationships?” Many people commented on the “fun” aspect (Table 12) and one person stated
that “we have a couple of people on our team that I don’t work with every day. So it let me get to
know them a little bit better” (IR11, 2010). Relationship building was one of the most
communicated PAC outcomes. It gave people a reason to talk to others they wouldn’t necessarily
talk to during work, people got to know each other better, the PAC brought a cross-section of
different departments together, and it enhanced relationships. It was seen as a “friendly
competition” (IR12, 2010) allowing people to joke around and have fun with one another.
Increased communication was noted between divisions, in part because people were asking each
other how many steps and what activities they did as part of the PAC. One respondent
enthusiastically stated that “the neat thing is it has gotten us out walking together during coffee
breaks and lunch hours” (IR13, 2010).
Table 12
Themes and Subthemes Identified from Question four: How has the physical activity challenge
(PAC) changed your work relationships?
Main themes Responses Subthemes
Fun
10 More pleasant environment, people were happier, more
positive, and there were lots of smiles.
Relationship building
10 Engaged in light conversation, gave a reason to talk to
one another, got to know each other better.
Teamwork
10 Camaraderie, fun and friendly competition, walking
together during breaks, working towards a goal together
and being more aware of others.
Awareness 8 Importance of being active and healthy.
Increased communication 6 More people talked about well-being and with each other.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 55
I created several versions of wordle graphics using two versions of interview data: one
with the question included and without. The sponsor selected two of these to represent well-
being at their branch (Figure 3). It was fascinating to note that both graphics selected were
created using the transcript stripped of the questions, making them more reflective of the actual
words from respondents. The top ten most used words were different between the original
transcription, which included the questions, and the transcription from which I stripped the
questions. The order of the most used words in the selected wordles and the number of times
each word was used were work (77), positive (76), good (68), well-being (62), think (56), happy
(44), factors (38), feel (37), people (33), and members (23).
I have reviewed the study findings from a world café, two online surveys, and qualitative
interview questions. These results lead to the next section which will reach conclusions based on
my action research, the literature and my experience as a well-being consultant.
Study Conclusions
This section describes the conclusions I reached based on the study findings as they relate
to my inquiry question and subquestions. I will report on my three subquestions followed by a
summary of results that pertain to my overall question.
How can employees be supported to create a culture of employee well-being?
Employees are keen to address employee well-being. While the staff I conducted my
research with improved many well-being dimensions through the PAC, it was clear from this
inquiry that the “whole” person view is necessary to positively impact employee well-being in a
way that addresses physical, psychological and social health. I was impressed by the willingness
of employees to participate in this research. In a merger environment, where time is so precious,
I was able to successfully convene 12 WC members for a world café and 26 staff for two online
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 56
surveys, interviews and a PAC. One important observation I made in this research, and that I
have seen in other PACs, is the importance of engaging champions or “change agents” as Lowe
(2010) calls them to encourage participation and the development of a culture of well-being. To
do this, it is important to focus on a fun, non-threatening way to engage participants. This was
evidenced in this inquiry as well. By offering a fun, easy and prepackaged PAC, the manager and
team leads felt supported to make a difference with minimal work on their part.
By determining the specific well-being needs, organizations can determine where best to
target interventions. In this research, for example, we learned that 51% of respondents sat
between 6 and 10 hours a day, 36% claimed low physical energy as a negative experience, 35%
were generally worried a lot with 46% being specifically worried about money, and 20% were
sad. We also learned that while at work they ate healthier, were treated more respectfully, and
learnt and did more interesting things than when not at work. Although healthy eating was not a
target in this intervention, it was positively impacted which leads one to believe in the power of
culture to set the tone for health. Twenty-two percent of respondents rated family as a negative
experience even though family and friends were cited as important positive experiences.
Relationships are crucial to well-being but can be stressful at the same time, pointing to a
universal issue whether at work or at home.
How can a culture of employee well-being support employee engagement?
These results clearly indicated the importance of balancing multiple aspects when
considering employee well-being. One respondent’s comment was reflective of many responses:
“wellness in balance, balance in my work life, my emotional life, my home life and being able to
have a strong sense of that balance in all the things that I do” (IR20, 2010). Other comments cast
perspective on what this means: “being healthy not only physically but mentally and emotionally
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 57
as well” (IR21, 2010); “being part of a successful team” (IR22, 2010); “open communication”
(IR23, 2010); “to be accepted” (IR24, 2010); and, “good balance between my home life, my
work life, my husband, my kids, my spirit” (IR24, 2010). Regardless of which environment
participants were in, whether it was home or work, well-being was consistently related to
physical, psychological and social health. It appeared that these three dimensions intersected and
created a platform for choices that impact well-being and the ability to be engaged at work.
A high sense of well-being enabled respondents to enjoy their work; be more productive;
trust others; enjoy good morale and teamwork; provide good service; and be happy, content and
empowered. The positive workplace factors identified as impacting the employee engagement
and employee well-being of respondents included people, positivity, environment, and
leadership. Towers Watson (2010) highlighted the people aspect of these findings with their
finding that having a friend at work was positively related to employee engagement. One
respondent pointed to positive factors creating a “good working environment where you are
engaged” (IR18, 2010). Another made the connection to productivity because positive factors
“make you more productive, they make you want to work, they make you want to achieve”
(IR19, 2010) and they affect a person’s ability to be engaged at work and attentive to their
personal well-being. Positivity was a strong subtheme identified in each of the four positive
factor themes. Mood was also frequently articulated as a condition that affected an employee’s
ability to provide excellent customer service. It was clearly stated that if someone was in a bad
mood, they just weren’t able to provide excellent customer service. Positive was mentioned 77
times in the results, as the second most commonly used word. The other most-used words
included “good” (68), “think” (56), happy (44), and feel (37).
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 58
How can culture and vision inform metrics and areas of focus for well-being?
I recommend that metrics focus on management’s ability to leverage respect and value to
“care” for employees. This would include helping to manage stress through workload assessment
and consultation, removing barriers and supporting habits that create resilience through PA,
healthy eating, and relationship building. Challenges that surfaced in my sponsor organization
that most likely ring true in many others included heavy workload, stress, lack of staff
consultation and undue bureaucracy. I recommend that employee engagement be measured and
linked to employee well-being and human resource costs such as retention, recruitment and
benefits.
In order to make a difference in the lives of others, one must first have taken care of
oneself. This inquiry has demonstrated the high impact employee well-being had on an
employee’s ability to be engaged. If staff is generally worried or in fact specifically worried
about money as indicated in this research, it becomes imperative that these worries are managed
if they hope to help others. Energy to go above and beyond, resilience to recover from setbacks,
and a high level of emotional and social intelligence are required to achieve in the fast-paced,
change oriented organizations so prevalent today. Creating a culture that centers on well-being
can support this focus.
How can organizations enhance employee well-being to support their business strategy?
The findings of this study clearly showed the important role that employee well-being
plays in supporting the business strategy. A focus on understanding the challenges around
workload and stress can start to leverage more consultation between leadership and staff while
utilizing the opportunity to develop systems that negate undue bureaucracy. By using a lens that
starts the conversations with a “we care” perspective, organizations can begin to explore how to
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 59
help their staff deal with life stress, financial worries, develop healthy habits and tap into their
individual potential to foster healthy relationships, realize lifelong learning and develop
resilience.
Scope and Limitations of the Inquiry
This section describes limitations on the application of the inquiry findings and
conclusions. The research done in this inquiry focused on one office location of a merger
environment and results may not be transferable due to the small sample size. In addition,
demographic information was not collected. Each location within an organization has its own
unique culture so generalizations to the entire population cannot be made with a study such as
this. The numbers are low in the comparison of Sunday respondents to weekday respondents
(Table 6 and 7), so caution should be exercised when viewing these results. Additionally, it
should be noted that there are many aspects of well-being and engagement that were not
measured as a part of this study due to the impact that access played.
The inquiry scope shifted over the course of this OLP. When this OLP began, a merger
had just occurred. Since that time a new senior management team, board, and CEO have been
put in place. The direction of well-being from the senior management level was unknown as was
the openness to seeing well-being as an important part of the business strategy. One paramount
goal of this OLP at the outset was to justify the existence of a business focus on employee well-
being. Due to other organizational time demands, employee well-being may not be generally
viewed as a business priority. As a result of this, a decision was made to explore how employee
well-being connected with employee engagement because employee engagement was an
accepted condition most organizations valued.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 60
CHAPTER FIVE: RESEARCH IMPLICATIONS
Study Recommendations
In the preceding sections of this inquiry, evidence clearly demonstrated that employee
well-being creates the platform for sustained employee engagement. Today’s business strategies
focus on tapping into innovation which requires high levels of employee engagement. To be the
best they can be organizations require staff to have a high level of well-being. A high
performance culture requires a foundation of high performance people.
In this final section, I have outlined four recommendations based on the findings and
conclusions in Chapter Four that will enhance employee well-being at organizations and support
the business strategy. These include: developing a culture of well-being; involving staff in
decisions that affect them; coaching employees to be resilient; and, consistently measuring what
matters. These recommendations will be followed by suggested implementation strategies which
are analyzed in terms of the organizational change required and leadership implications. Finally,
I will recommend potential areas for further work and research.
Create a culture of well-being
This research defined employee well-being as being a happy, healthy, person; enjoying
work; and, having a balance between work and family. My research established that staff
perceived employee well-being as being intricately connected to their environments and the
quality of their relationships with people. Cotton and Hart (2003) found that “organizational
climate had the strongest influence” on employee well-being and that it included “employee
perceptions, leadership, structures and processes, clarity of goals, and goal alignment” (p. 122).
The outcomes of this research were also clear that in addressing employee well-being, you must
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 61
address the “whole” person. To do this effectively, establishing a culture of well-being is
essential.
Creating a culture of well-being isn’t as simple as just deciding to do it. It is an evolution
of choices made over time with well-being in mind. It is about setting the organization up for
success by helping to promote healthy environments. I recommend that organizations establish a
well-being policy that acts as a “filter for all other policies relating to workplace culture,
environment and practice” (Seymour & Dupre, 2008, p. 35). Seymour and Dupre (2008)
recommended the following to move from planning to sustained action:
ensure adherence of all staff to any policy derived from a health risk assessment; ensure staff
feel proposed changes are relevant and important; and create a road map to guide the
development of a strategic and an implementation plan. (p. 35)
A culture of well-being means that leaders consistently ask the question: How does this
decision affect the well-being of our staff, of our customers, and of our community? I
recommend that a community of practice (COP) (Wenger, McDermott & Snyder, 2007;
Wheatley, 2002) be created to address employee wellbeing. A COP is defined as a “group of
people who share a concern or a passion for something they do and learn how to do it better as
they interact regularly” (Wenger, 2006, ¶ 3). A COP lends itself to the development of
friendships at work while building a culture of well-being. Rath and Harter (2010) found that if
an employee has a friend at work they are “seven times as likely to be engaged in their jobs, are
better at engaging customers, produce higher quality of work, have higher well-being, and are
less likely to get injured on the job” (p. 41). They also found that it is not necessarily what
people are doing that leads to their higher levels of well-being, “but who they are with” (Rath &
Harter, 2010, p. 41).
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 62
By establishing a COP, input and involvement can more easily be sought and ideas can
spread. For example, the COP could examine the culture, through fun, interactive action
research, enabling strengths to surface, and point to ways that employee well-being can be
strengthened holistically. Involvement is critical to creating awareness, participation, and
sustainability. Using an appreciative inquiry methodology, a strengths focus will create the
success necessary to engage and change the culture into a unique, competitive advantage that is
not easily replicated. Such a culture becomes a drawing card for recruitment of strong
candidates, retention of the best, and ultimately business success.
Involve staff in decisions that affect them
Ritchie Bros. (2010) articulated values that lend well to a focus on employee well-being:
“It's all about our customers; We do what is right; We are one team; and, We have fun” (Our
core values). I am struck by the opportunity to facilitate these priorities through a culture of high
employee well-being developed through a COP. There exists an opportunity for employee
involvement in creating a self-defined environment that supports well-being. Employee morale is
improved when there is a sense that staff input matters. This inquiry found that staff was
concerned with their well-being and keen to do something about it. Moreover, Adams (1965)
discovered that employees strive for equity between themselves and their fellow employees
suggesting that if the workplace tips more towards adopting healthier lifestyles, more staff will
follow. Gladwell (2000) demonstrated how this happens through small actions that brought about
big change in The Tipping Point and Block (2009) also affirmed that “large-scale transformation
occurs when enough small groups shift in harmony toward the larger change” (p. 180). Building
community among staff is an effective way to reach strategic priorities.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 63
A culture audit creates an opportunity to consult staff to reveal culture strengths and staff
perceptions. The audit can open the door to increasing morale by working on amplifying
strengths and creating a start point for a COP. The employee’s level of morale can influence
perception of heavy workload among other things. If morale is high, achieving a heavy workload
is seen as a positive whereas if employees feel overworked, they immediately perceive it as
excessive (Armstrong, Hart, & Fisher, 2003; Cotton & Hart, 2002; Hart, Schembri, Bell &
Armstrong, 2003; Hart & Wearing, 1995; Hart, Wearing, & Headey, 1995).
Senge’s (2006) concept of a learning organization can be helpful in reducing and reframing
negative perceptions, and in creating structures within which a COP can work. Each physical
location within an organization will inevitably have unique strengths and challenges in regards to
employee well-being. The pre- and post-PAC survey data and the interview data I collected were
a snapshot in time that provided direction for one location within an organization as they moved
forward in determining their well-being strategy. Doing something similar at all locations would
enable the unique strengths at each to evolve in a grassroots manner that will set the stage for
conversations about well-being. The COP could act as a support network for each location and
leadership can act as a support for the COP. Although there are many areas to target for an
increase in employee well-being, a COP might wish to consider physical activity (PA) as it
appears to be the “trim tab” (Senge, 2006, p. 63) that has the highest leverage for change. This
was found in the PAC, where only physical activity was targeted but participant self-reports of
healthy eating were dramatically improved. I have also seen this in other physical activity
initiatives I have led.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 64
Coach employees to be resilient
I recommend that resiliency coaching focus on physical activity and positivity.
Fredrickson and Joiner (2002) found that “the psychological broadening sparked by one positive
emotion increases the odds that an individual will find positive meaning in subsequent events
and experience additional positive emotions” (p. 175). While lack of physical activity is of major
concern (Penedo & Dahn, 2005; Statistics Canada, 2011), sedentary behavior has also raised
concerns (Sanchez-Villegas, 2009; Tremblay et al., 2010). Schwartz (2010) stressed the body’s
need for renewal and the negative impact of constant distraction and multi-tasking. He found that
we work most effectively in 90-minute segments and that the brain is the key to competitive
advantage. Refuelling through breaks, physical activity, healthy eating, hydration, meditation,
rest, sleep, and spiritual practice can feed our body’s need for renewal. In addition, evidence was
abundant that connected physical activity to brain health and emotional well-being (Ratey &
Hagerman, 2009; Penedo & Dahn, 2005; Sanchez-Villegas et al.). If we are able to restructure
our work in ways that encourage moving throughout the day, both the organization and the
individual win.
Managers have an important coaching role in creating an environment that fosters
resiliency and employee engagement. Rath and Harter (2010) found that managers who focused
on employee strengths decrease an employee’s likelihood of being actively disengaged to 1%
and that “people who have the opportunity to use their strengths are six times as likely to be
engaged in their jobs and more than three times as likely to report having an excellent quality of
life” (p. 28). Moreover, evidence presented in this paper shows that an understanding of
emotional intelligence, social intelligence, and how to develop PsyCap is becoming central to
creating resilient environments. Many managers have a high emotional intelligence but a low
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 65
social intelligence which is crucial to coaching change. Goleman (2006) noted that “as
knowledge-based and intellectual capital become more central to corporations, improving the
way people work together will be a major way to leverage intellectual capital, making a critical
competitive difference" (p. 163).
A key outcome of this research was that positivity was central to employee well-being,
employee engagement, and the resilience necessary for providing excellent customer service and
dealing with change. My literature review pointed to the power of positivity and my research
strongly confirmed this. It is interesting to note that positivity lives in our mind and that mood
was also identified and linked to employee well-being and employee engagement. Fredrickson
(2009) provided evidence on how positivity is the key to recovery. Subjects who measured high
for positivity were more resilient bouncing back more quickly from stressful events “even at the
core physiological level” (p. 107). Schultz (2010) stated that a sustainable culture of performance
is only possible where people are valued and held to high standards. Leadership needs to
“challenge, push, stretch, exhort, inspire and embolden” their people while “celebrating,
appreciating, rewarding, recognizing and encouraging” (p. 161) their staff. He asserted that
“stress is the means by which we expand capacity, as long as it is balanced by intermittent
renewal” (p. 162) and that “no factor influences productivity more than people’s capacity for
absorbed attention” (p. 232).
While emotional intelligence is all about self-mastery, social intelligence is about a
person’s ability to “influence, develop and motivate others” (Goleman, 2008). Goleman (2007)
talks of how we need to develop our “social brain” which allows us to have full attention in
brain-to-brain connections with others where we feel more comfortable and can more easily
develop rapport. My research identified 20% of the PAC participants as sad. Additionally, stress
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 66
and depression were the top reasons for employee leaves. Throughout my research a focus on the
healthy brain kept floating to the surface as a necessary means to maximize both organizational
and individual capacity. I recommend that organizations investigate training that will develop the
social intelligence or the social brain of managers to help create psychologically healthy
environments and the skills necessary to coach staff to be resilient not only for life at work but
for life overall.
Measure what matters and be consistent across brands
Wright and Cropanzano (2002) studied well-being indicators and found that a focus on
employee emotions, specifically morale, was much more effective than a focus on job
satisfaction. Moreover, they found data over the past three decades on the satisfaction-
productivity correlation to be low. The Utrecht Work Engagement Scale 9-item version (see
Appendix M) (Schaufeli & Bakker, 2003) measured emotions and was found to have good
construct validity when measuring the work engagement factors of vigor, dedication and
absorption. It is also recommended for future research on occupational well-being (Seppälä et al.,
2009). This scale measures how employees feel about the following on a scale of 0 – 6 with “0”
being “never” to “6” being “always”:
At my work, I feel that I am bursting with energy.
At my job, I feel strong and vigorous.
I am enthusiastic about my job.
My job inspires me.
When I get up in the morning, I feel like going to work.
I feel happy when I am working intensely.
I am proud of the work that I do.
I am immersed in my work.
I get carried away when I’m working. (p. 479)
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 67
Cisco conducts an annual company-wide “pulse survey” with a focus on employee
engagement and added the following measures in 2009: “respect for people, development,
recognition, collaboration, organizational alignment, innovation and excellence, and
communication” (Cisco, 2009). The firm added an item to assess employee’s perception of “how
much the company’s management emphasizes employee well-being”. They follow up these
annual surveys with “additional surveys, focus groups, structured review sessions between
managers and their employees, targeted action and improvement plans, and coaching”. I believe
it is imperative for organizations to: clearly define what is important to measure (linked to
strategic measures); determine a baseline so that comparisons can be made; determine focus
areas; engage employees; determine action; communicate results; and, measure impact to
determine future action. Additionally, using an AI lens, it will be important to understand what
an organizations wishes to increase. As Goodrich (2010) coached, we get what we focus on and
we tend to focus on what we don’t want, which sets us up for failure. Instead, staying positive
about goals and the factors that we will measure will give us more of what we focus on.
Measuring the sense of community is also considered a strong indicator of the strength of
relationships and resiliency. Purkiss and Rossi (2007) found that a strong sense of community
was associated with increased well-being and workplace attachment leading to lower
absenteeism and turnover. Short (1998) pointed to how our relationships and interactions with
people create the “DNA” (p. 16) of an organization or the sense of community. It is through this
sense of community that people take ownership as they define the issues and solutions together
(Weisbord, 2004). Wenger (2001) advised, however, that the word “community” can be
mistakenly romanticized and that “organizations have to recognize them, understand their
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 68
potential and limitations, and leverage their value” (p. 42). Supporting change agents, for
example, through tools and recognition was critical to the PAC. I have seen this several times in
other successful well-being initiatives. A COP needs to be supported, especially when barriers
are encountered and, therefore, a COP will need leadership commitment.
I recommend that employee demographic measures be examined for consistency across
organizations so that further measures in regards to well-being can be consistent. I strongly
advise organizations to promote health risk assessments (HRA) for all employees as a way to not
only measure results of initiatives in a consistent way but to provide a tool for individual
employees to understand their health better and take more ownership for their health. A COP
may be able to assist in getting organizational feedback regarding other employee well-being
metrics for the organization.
A culture audit provides a strong basis for moving forward in a merger environment. One
outcome that surfaced in my sponsor organization was that staff in both organizations did not
believe there were severe consequences if someone didn’t deliver on their commitments. This led
me to consider Collins’ (2009) six characteristics for putting the right people in the key seats of
the organization:
1. The right people fit with the company’s core values
2. The right people don’t need to be tightly managed.
3. The right people understand that they do not have “jobs”; they have
responsibilities.
4. The right people fulfill their commitments.
5. The right people are passionate about the company and its work.
6. The right people display “window and mirror” maturity giving credit where it is
due and taking responsibility for setbacks and failures. (p. 160)
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 69
Additionally, I further note that organizations have clarity around how to support the different
demographic groups within their employee population as there are cultural differences to be
considered.
I have provided four recommendations as a result of this inquiry: developing a culture of
well-being; involving staff in decisions that affect them; coaching employees to be resilient; and,
measuring what matters. Lowe’s (2010) five principles for healthy change align well with my
recommendations:
1. Understand your organization’s readiness to change.
2. Align structure and culture.
3. Link people initiatives to the business strategy.
4. Widen the circle of involvement.
5. Make time for learning and innovation. (p. 150)
Organizational Implications
In order to maximize the use of results from this inquiry, it is imperative that leadership
embrace their roles as coaches and models of well-being. If leadership isn’t modeling the
behavior, it will not be successfully adopted by the organization. Learning the importance of
renewal, developing healthy habits and dealing with conflict are three areas I recommend.
Furthermore, if leadership (including managers) is unfamiliar with coaching, specific social brain
education needs to take place which will help leadership develop strong coaching skills.
Measures need to be clearly defined to ensure that targeted interventions are making a
difference. I recommend that the human resources team conduct health risk assessments system-
wide. Accountability measures should also be tied to leadership performance, to ensure manager
social intelligence skills are utilized with staff. Senior leaders would benefit from exploring ways
to establish baselines before initiatives are implemented so that change can be measured. In
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 70
addition, employee well-being measures need to be established that link directly to the business
plan. The Utrecht Work Engagement Scale 9-item version could easily be incorporated into
employee surveys. It will be important to minimize measures by employing the most efficient
and effective measures. Moreover, staff needs clarity around why specific metrics are important
and how they can improve the business as well as their own health by participating in employee
well-being initiatives.
Participants in my research defined employee well-being as being a happy healthy
person, enjoying work and having a balance between work and family. Using the Aked et al.,
(2010) definition of well-being, I suggest that leadership look for ways to specifically coach and
encourage people to connect, be active, take notice, keep learning, and give. Additionally,
engaging staff would be most successful if a COP was tasked with finding ways to connect
employee well-being strategically to organizational goals. The establishment of a COP would
ensure that two-way communication takes place between staff and leadership. Although all staff
may not participate initially in well-being initiatives, some will step forward because well-being
is a passion for them. These people will serve as COP members and leaders of employee well-
being initiatives throughout the organization. These champions of well-being should be well
supported by leadership as these change agents will be critical in the adoption of a culture of
well-being.
The positive factors that evolved from this research as affecting employee well-being
were people, positivity, environment, and leadership. Defining initiatives that use fun,
symbolism, recognition, community giving and social capital will help to create strong
relationships are necessary. There are probably existing initiatives at every organization that can
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 71
be supported to create a culture of employee well-being. I would encourage a search to explore
what exists and celebrate it as this is a great way to start the well-being conversation.
If leadership encourages these types of initiatives, the grassroots element will grow and
evolve. Communications is an important element and should be investigated to create
opportunities for staff to share stories that evoke dimensions of well-being. Moreover,
communication strategies, social marketing campaigns and social media could be developed to
encourage and educate staff in regards to physical activity, healthy eating, tobacco reduction,
building resiliency, brain health (instead of mental health), relationship building and more.
Decisions on what to target could be made by the COP and linked directly back to the
organizational goals. With recent evidence pointing to sedentary behavior being hazardous to our
health, even for people achieving adequate levels of physical activity, perhaps that would be a
good place to start. Launching a campaign that encourages people to stand up and/or move for a
short period of time after being seated for more than 90-minutes could bring attention to how
sedentary we are. Pedometers are also very effective tools to educate people on how little they
move. Physical activity has been demonstrated to positively impact both physical and emotional
health. Using physical activity as a method to increase participation in staff breaks is a great way
to get everyone involved, and encourage the refueling so necessary for the human body. The
important thing is that the well-being conversation gets started, everyone has a mechanism to get
involved, and it has to be FUN!
An organizations CEO may wish to consider reporting on well-being measures in the
annual report, on the website and elsewhere. This will establish the organization as an employer
who cares – an employer of choice. If an organization decides not to implement the
recommendations provided, the organization risks creating a culture where turnover is high and
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 72
resiliency and staff referrals are low. In addition, if clear metrics are not put in place, a culture of
well-being will not last as it will be one of the first things to go with budget cuts.
Implications for Future Inquiry
I believe the case has been made that employee well-being is important to business
results. This inquiry identified some key themes that characterize environments that are
conducive to creating employee well-being. How these environments are nurtured and measured
in terms of their impact on the business are aspects that warrant further study. Learning from
others and examining the best of practice in relation to supporting employees to move, eat better,
hydrate, sleep well, manage their finances and their relationships would assist in defining what
has worked for others. It would also be helpful to explore ways that organizations build
flexibility into their work environment that allow employees to better manage the multiple
aspects of their lives – including caring for oneself with a goal to ensuring that periods of
recovery are built into their days.
It was interesting to note in this research that 50% of staff worry about money. This
warrants further exploration to see if there are ways that organizations can assist employees in
this area as it is a key component of well-being. I believe there is strong potential to help
employees be more successful in their work as well as their personal lives. Further to this, it is
just as important for employers to know their employees as well as they know their customers
and the communities in which they serve. Creating a COP is one way to begin an organizational
well-being conversation, as is making decisions based on employee demographics and input.
Further work needs to be done to explore which demographics and metrics should be established
and how these can be incorporated into other business measures. There are discrepancies in
measurement related to employee engagement, and employee well-being is so new that
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 73
measurement standards have not been established. The best measure I discovered was the
Utrecht Work Engagement Scale 9-item version (Schaufeli & Bakker, 2003) but further study
may uncover others. A thorough study of the measures that exist in the field, with an
understanding of what an organization needs to measure to show where efforts are successful, is
recommended. This will need to be consistent across all business done by the organization, so
that future decisions can be made soundly based on the data they produce.
I recommend that organizations consider the psychologically healthy workplace program
award that promotes the importance of creating “programs and policies that foster employee
health and well-being while enhancing organizational performance” (“Psychologically Healthy
Workplace Program”, 2011, ¶1). Shain (2010) wrote about the “perfect legal storm” pointing to
legal pressures that have begun to present themselves to Canadian employers in terms of a duty
“to avoid reasonably foreseeable injury to the mental health of employees” (p. 1). Moreover,
Wright and Cropanzano (2000) found that “psychological well-being was related to job
performance ratings” (p. 91) and that it contributed more positively than job satisfaction. There is
a proven link between mental health and employee well-being (Page & Vella-Brodrick, 2008)
that cannot be ignored. With mental health issues on the rise, organizations have an opportunity
to avoid this liability and be rewarded for creating a culture of well-being.
I recommend further academic study into the paradox uncovered in my literature review
that points to how mental health issues have risen dramatically with our GDP and that the costs
associated with alleviating this crisis paradoxically raised our GDP even more. I suggest that it is
time to seek the cause of this paradox so that undue suffering can be minimized and workplace
engagement can be maximized. It is curious to me that we separate mental and physical health
when the brain is a muscle of the body. Unfortunately, I believe this separation, along with lack
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 74
of understanding, has caused stigma associated with mental health. It is time to consider the
importance of the brain as the central control system of our lives. It is the “trim tab” of our body
and is a new area of discovery for science. The study of neuroplasticity has provided us with
evidence, for example, to indicate that we can build connections within our brains to strengthen
the way we perceive and interact with the world (Goleman, 2007). Much of the brain’s recent
development has taken place in the pre-frontal cortex where hope, optimism, efficacy, creativity
and resilience are built. Being mindful, having difficult conversations (Stone, Patton & Heen,
2000), social intelligence and being a “learner” instead of a “judger” (Adams, 2009) all rely on
our ability to build new connections in the brain. Research has pointed to the value of meditation
(Goleman, 2007; Schwartz, 2010) as one method to employ to rewire our brains and release
stress. More research needs to be done to provide evidence that connects the importance of brain
function as a way to enhance business results.
Finally, I end my paper with a quote that struck me during my literature search. I hope it
leaves the reader to ponder the paradox of what we measure and what we value when we
quantify business success. Further work on how the GDP can incorporate more of what we value
as human beings would help us all:
Too much and too long, we seemed to have surrendered personal excellence and community
values in the mere accumulation of material things. Our Gross National Product {GDP}… - if
we should judge America by that - … counts air pollution and cigarette advertising, and
ambulances to clear our highways of carnage. It counts special locks for our doors and the
jails for the people who break them. It counts the destruction of the redwood and the loss of
our natural wonder in chaotic sprawl. It counts napalm and counts nuclear warheads and
armored cars for the police to fight the riots in our cities…. Yet the gross national product
does not allow for the health of our children, the quality of their education or the joy of their
play. It does not include the beauty of our poetry or the strength of our marriages, the
intelligence of our public debate or the integrity of our public officials. It measures neither our
wit nor our courage, neither our wisdom nor our learning, neither our compassion nor our
devotion to our country, it measures everything in short, except that which makes life
worthwhile. (Kennedy, 1968)
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 75
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SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 93
APPENDIX A: CONFIDENTIALITY AGREEMENTS
Confidentiality Agreement – Research Team Member
In partial fulfillment of the requirement for a Master of Arts in Leadership Degree at
Royal Roads University, Wendy Creelman (the Researcher) will be conducting an action
research study at [sponsor] to discover how [sponsor] can enhance employee well-being to
support the new people strategy. The Researcher’s credentials with Royal Roads University can
be established by calling Dr. Wendy Rowe, Acting Director, School of Leadership Studies, at
[telephone number].
Research Team Member Role Description:
As a volunteer Research Team Member assisting the Researcher with this project, your
role may include one or more of the following: providing advice on the relevance and wording of
questions and letters of invitation, supporting the logistics of the data-gathering methods,
including observing, assisting, or facilitating an interview or world café, taking notes,
transcribing, or analyzing data, to assist the Researcher and the [sponsor] organizational change
process. In the course of this activity, you may be privy to confidential research data.
Confidentiality of Research Data:
In compliance with the Royal Roads University Research Ethics Policy, under which this
research project is being conducted, all personal identifiers and any other confidential
information generated or accessed by the research team advisor will only be used in the
performance of the functions of this project, and must not be disclosed to anyone other than
persons authorized to receive it, both during the research period and beyond it. Recorded
information in all formats is covered by this agreement. Personal identifiers include participant
names, contact information, personally identifying turns of phrase or comments, and any other
personally identifying information.
Bridging Researcher’s Potential or Actual Ethical Conflict
In situations where potential participants in a work setting report directly to the
Researcher, you, as a neutral third party with no supervisory relationship with either the
researcher or potential participants, may be asked to work closely with the Researcher to bridge
this potential or actual conflict of interest in this study. Such requests may include asking the
Research Team Advisor to: send out the letter of invitation to potential participants, receive
letters/emails of interest in participation from potential participants, independently make a
selection of received participant requests based on criteria you and the researcher will have
worked out previously, formalize the logistics for the data-gather method, including contacting
the participants about the time and location of the interview or world café, conduct the interviews
(usually three to five maximum) or world café (usually no more than one) with the selected
participants (without the Researcher’s presence or knowledge of which participants were chosen)
using the protocol and questions worked out previously with the Researcher, and producing
written transcripts of the interviews or world café with all personal identifiers removed before
the transcripts are brought back to the researcher for the data analysis phase of the study.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 94
This strategy means that potential participants with a direct reporting relationship will be
assured they can confidentially turn down the participation request from their supervisor (the
Researcher), as this process conceals from the Researcher which potential participants chose not
to participate or simply were not selected by you, the third party, because they were out of the
selection criteria range (they might have been a participant request coming after the number of
participants sought, for example, interview request number six when only five participants are
sought, or world café request number 10 when up to nine participants would be selected for a
world café). Research Team members asked to take on such third party duties in this study will
be under the direction of the Researcher and will be fully briefed by the Researcher as to how
this process will work, including specific expectations, and the methods to be employed in
conducting the elements of the research with the Researcher’s direct reports, and will be given
every support possible by the Researcher, except where such support would reveal the identities
of the actual participants.
Personal information will be collected, recorded, corrected, accessed, altered, used,
disclosed, retained, secured and destroyed as directed by the Researcher, under direction of the
Royal Roads Academic Supervisor.
Action Research Team Members who are uncertain whether any information they may
wish to share about the project they are working on is personal or confidential will verify this
with Wendy Creelman, the Researcher.
Statement of Informed Consent:
I have read and understand this agreement.
________________________ _________________________ _____________
Name (Please Print) Signature Date
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 95
Confidentiality Agreement - Editor
In partial fulfillment of the requirement for a Master of Arts in Leadership Degree at
Royal Roads University, Wendy Creelman (the Researcher) will be conducting an action
research study at [sponsor] to discover how [sponsor] can enhance employee well-being to
support the business strategy. The Researcher’s credentials with Royal Roads University can be
established by calling Dr. Wendy Rowe, Acting Director, School of Leadership Studies, at
[telephone number].
Editor Role Description:
As an Editor assisting the Researcher with this project, your role includes: editing for
APA compliance to assist the Researcher and the [sponsor] organizational change process. In the
course of this activity, you may be privy to confidential research data.
Confidentiality of Research Data:
In compliance with the Royal Roads University Research Ethics Policy, under which this
research project is being conducted, all personal identifiers and any other confidential
information generated or accessed by the editor will only be used in the performance of the
functions of this project, and must not be disclosed to anyone other than persons authorized to
receive it, both during the research period and beyond it. Recorded information in all formats is
covered by this agreement. Personal identifiers include participant names, contact information,
personally identifying turns of phrase or comments, and any other personally identifying
information. After you have performed the edit and provided the file to the researcher, you are
requested to delete it from your hard drive. This should be done only when the researcher has
verified that she has received the file and has stored it safely on her computer.
Statement of Informed Consent:
I have read and understand this agreement.
________________________ _________________________ _____________
Name (Please Print) Signature Date
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 96
APPENDIX B: QUESTIONS FOR SURVEYS ADMINISTERED BEFORE AND AFTER THE
THE PERSONAL ACTIVITY CHALLENGE
My name is Wendy Creelman and this research project, Supporting the [sponsor]
Business Strategy through Employee Well-being, is part of the requirement for a Master of Arts
in Leadership degree at Royal Roads University. My credentials with Royal Roads University
can be established by calling Dr. Wendy Rowe, Acting Director, School of Leadership Studies,
at [telephone number].
Part of the research will consist of this survey and is foreseen to take 10 minutes to
complete. The foreseen questions will refer to how employee well-being can support the
[sponsor] people strategy. In addition to submitting my final report to Royal Roads University in
partial fulfillment for a Master of Arts in Leadership degree, I will also be sharing my research
findings with [sponsor]. [sponsor] may then use the research to inform decisions around
employee well-being programming.
A copy of the final report will be provided to Royal Roads University and [sponsor]. This
report will not be publicly accessible.
The information you provide will be summarized, in anonymous format, in the body of
the final report. At no time will any specific comments be attributed to any individual unless
your specific agreement has been obtained beforehand. All documentation will be kept strictly
confidential.
You are not compelled to participate in this research project. If you do choose to
participate, you are free to withdraw at any time without prejudice. Similarly, if you choose not
to participate in this research project, this information will also be maintained in confidence.
Your completion of this survey will constitute your informed consent.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 97
Please answer each question even if you do not consider yourself to be an active
person.
In answering the following questions, vigorous physical activities refer to activities that
take hard physical effort and make you breathe much harder than normal. Moderate activities
refer to activities that take moderate physical effort and make you breathe somewhat harder than
normal.
This survey includes the “SHORT LAST 7 DAYS SELF-ADMINISTERED” version of
IPAQ (International Physical Activity Questionnaire) (Retrieved from
http://www.ipaq.ki.se/questionnaires/IPAQ_S7S_FINAL_MAY_01.pdf )
1a. During the last 7 days, on how many days did you do vigorous physical activities like
heavy lifting, digging, aerobics, or fast bicycling?
Think about only those physical activities that you did for at least 10 minutes at a time.
________ days per week or • none
2a. Again, think only about those physical activities that you did for at least 10 minutes at
a time. During the last 7 days, on how many days did you do moderate physical activities like
carrying light loads, bicycling at a regular pace, or doubles tennis? Do not include walking.
________ days per week or • none
3a. During the last 7 days, on how many days did you walk for at least 10 minutes at a
time? This includes walking at work and at home, walking to travel from place to place, and any
other walking that you did solely for recreation, sport, exercise or leisure.
________ days per week or • none
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 98
This question is about the time you spent sitting on weekdays while at work, at
home, while doing course work and during leisure time. This includes time spent sitting at
a desk, visiting friends, reading traveling on a bus or sitting or lying down to watch
television.
4. During the last 7 days, how much time in total did you usually spend sitting on a week
day?
____ hours ______ minutes
5. Now, please think about yesterday, from the morning until the end of the day.
Think about where you were, what you were doing, who you were with, and how
you felt.
a. Did you feel well-rested yesterday? Yes, No, Don’t know
a. Were you treated with respect all day yesterday? Yes, No, Don’t know
b. Did you smile or laugh a lot yesterday? Yes, No, Don’t know
c. Did you learn or do something interesting yesterday? Yes, No, Don’t know
d. Did you exercise for 20 minutes or more yesterday? Yes, No, Don’t know
e. Did you eat healthy yesterday? Yes, No, Don’t know
f. Did you worry about money yesterday? Yes, No, Don’t know
6. Did you experience the following feelings during A LOT OF THE DAY yesterday?
(check all that apply)Enjoyment
a. Physical pain
b. Worry
c. Sadness
d. Stress
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 99
e. Anger
7. Approximately, how many hours did you spend working yesterday? (drop down box)
8. Approximately, how many hours did you spend socially, with friends or family
yesterday?
9. Approximately, how many hours did you spend sleeping? (drop down box)
10. Was there a specific moment or experience that had a positive impact on your well-
being yesterday? (select all the apply)
a. No memorable positive experience
b. Positive experience at work
c. Positive experience with family
d. Positive experience with friends
e. Positive experience financially
f. High physical energy yesterday
g. Positive experience with your community
h. Other positive experience
11. Was there a specific moment or experience that had a negative impact on your well-
being yesterday? (select all the apply)
a. No memorable negative experience
b. Negative experience at work
c. Negative experience with family
d. Negative experience with friends
e. Negative experience financially
f. High physical energy yesterday
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 100
g. Negative experience with your community
h. Other negative experience
12. Please provide your comments on the physical activity challenge: (This question
was asked of post-PAC respondents only).
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 101
APPENDIX C: PHYSICAL ACTIVITY CHALLENGE SUPPORT MATERIAL
September 17,
2010
9:00 a.m. Online Activity Challenge pre-PAC survey
Sent out by branch manager
September 24,
2010
9- 9:30
a.m.
Activity Challenge launch – pedometers, prizes announced,
question one introduced: What does well-being mean to
you?
Demonstrate pedometer and handheld recorder/sign out
sheet/draw entries
October 1, 2010 9-9:30
a.m.
Activity Challenge – week two
Question two introduced: What positive factors in your
workplace contribute to your well-being? How do these
positive factors affect you?
Online survey prize and question one respondent draw prize
awarded
October 8, 2010 9-9:30
a.m.
Activity Challenge – week three
Question three introduced: How does your well-being enable
you to deliver "over the top member service"?
Question two respondent draw prize awarded
October 15, 2010 9-9:30
a.m.
Activity Challenge – week four
Question four: How has the physical activity challenge
changed your relationships?
Question three respondent draw prize awarded
October 22, 2010 9-9:30
a.m.
Online Activity Challenge post-PAC survey launched.
Branch manager to send out.
Question four respondent draw prize and winning team prize
awarded.
VF VP HR will attend.
Oct. 25-28, 2010 Activity Challenge transcription and theming/wordle
Nov. 15, 2010 Meeting to present results
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 107
APPENDIX E: LETTER OF INVITATION – WORLD CAFÉ
September 3, 2010
Dear World Café Participant,
My name is Wendy Creelman and I am pleased to invite you to be part of a research
project I am conducting at [sponsor]. I am a Master of Arts in Leadership student at Royal Roads
University and this project will fulfill my requirements for this degree. My credentials with
Royal Roads University can be established by calling Dr. Wendy Rowe, Acting Director, School
of Leadership Studies, at [telephone number].
The objective of my research project is to research how employee well-being can support
the [sponsor] business strategy. My final report will be shared with [sponsor] and Royal Roads
University in partial fulfillment for a Master of Arts in Leadership degree. [sponsor] may use this
report to inform decisions around well-being programming at [sponsor].
Part of my research project, which you are being invited to participate in, will consist of a
world café that will take place on September 8, 2010 during your Well-being Council meeting
being held from 9:00 a.m. – 12:00 a.m. at the [sponsor] regional office at [address]. The world
café will last for approximately two hours and will include discussion around the linkages
between employee well-being, employee engagement measures and business results. The
purpose of the world café is to define four questions that will be used in research that will be
conducted at one [sponsor] branch. The objective of this subsequent research will be to explore
linkages between employee well-being and business results and to define what well-being means
to staff at this branch.
Your name was chosen as a prospective participant because you are a member of the
Well-being Council or the Human Resources Department.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 108
Information will be recorded in a digital format (audio and video) and, where appropriate
summarized, in anonymous format, in the body of the final report. At no time will any specific
comments be attributed to any individual unless your specific agreement has been obtained
beforehand. All documentation will be kept strictly confidential and a summary of research
findings will be provided to you upon completion of my research.
Please feel free to contact me at any time should you have additional questions regarding
the project and its outcomes.
You are not compelled to participate in this research project. If you do choose to
participate, you are free to withdraw at any time without prejudice. Similarly, if you choose not
to participate in this research project, this information will also be maintained in confidence.
Name: Wendy Creelman
Email: [e-mail address]
Telephone: [telephone number]
Sincerely,Wendy Creelman
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 109
APPENDIX F: LETTER OF CONSENT – WORLD CAFÉ
September 8, 2010
Dear World Café Participant,
My name is Wendy Creelman and I would like to invite you to participate in my research.
This research project, Supporting the [sponsor] Business Strategy through Employee Well-being,
is part of the requirement for a Master of Arts in Leadership degree at Royal Roads University.
My credentials with Royal Roads University can be established by calling Dr. Wendy Rowe,
Acting Director, School of Leadership Studies, at [telephone number].
Part of the research will consist of this world café and is foreseen to take 2 hours to
complete. The foreseen questions will refer to how employee well-being can support the
[sponsor] business strategy. In addition to submitting my final report to Royal Roads University
in partial fulfillment for a Master of Arts in Leadership degree, I will also be sharing my research
findings with [sponsor]. [sponsor] may then use the research to inform decisions around
employee well-being programming.
A copy of the final report will be provided to Royal Roads University and [sponsor]. This
report will not be publicly accessible. A summary of the report will be e-mailed to all who
participate in the research.
Information will be recorded in a digital format (audio and video) and, where appropriate
summarized, in anonymous format, in the body of the final report. At no time will any specific
comments be attributed to any individual unless your specific agreement has been obtained
beforehand. All documentation will be kept strictly confidential.
Your participation in this world café will constitute your informed consent. You are not
compelled to participate in this research project. If you do choose to participate, you are free to
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 110
withdraw at any time without prejudice. Similarly, if you choose not to participate in this
research project, this information will also be maintained in confidence.
Please feel free to contact me [telephone number] at any time should you have additional
questions regarding the project and its outcomes. By signing this letter, you give free and
informed consent to participate in this project and you agree to be audio and video taped.
Name: (Please Print): __________________________________________________
Signed: _____________________________________________________________
Date: _______________________________________________________________
E-mail address: (for final report summary): _________________________________
APPENDIX G: WORLD CAFÉ AGENDA
[sponsor] World Café
September 8, 2010 – 10:00 a.m. – 12:00 p.m.
DETAILED AGENDA ______________________________________________________
9:00 Welcome, introductions, agenda review XXXXX
9:05 Well-being update – 2008-2010-future XXXXX
9:10 Plan-it-health review XXXXX
9:45 Introductions and signing of informed consent XXXXX/Wendy
9:50 Background on new direction, engagement XXXXX
metrics and culture audit outcomes
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 111
10:00 Research overview and world café process Wendy/XXXXX
10:10 Round 1 of world café
10:22 Round 2 of world café & report out of previous group
10:36 Round 3 of world café & report out of previous groups
10:50 Round 4 of world café & report out of previous groups
11:04 Lunch/bio break (eat during group discussion)
11:15 Report out of table 1 – group discussion
11:25 Report out of table 2 – group discussion
11:35 Report out of table 3 – group discussion
11:45 Report out of table 4 – group discussion
11:55 Wrap up and thank you
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 112
APPENDIX H: WORLD CAFÉ EQUIPMENT
Items Required for World Café 08-Sep-10 [sponsor] Head Office Item Quantity Who
Coloured markers 4 sets XXX
Crayons 4 sets XXX
Pens 20 XXX
Flipchart paper 4 pads XXX
Easels for flipcharts 4 XXX
Recorders 6-8 XXX
Video recorder 1 XXX
Tape 1 roll XXX
LCD for PowerPoint 1 XXX
Screen for projection 1 XXX
Handheld PP advancer 1 XXX
Tables 4 XXX
Chairs 24 XXX
The Art of Powerful Questions 20 XXX
Agenda's & PP Handouts 20 XXX
CD Player 1 XXX
CD with soft background music 1 Wendy
Tablecloths 4 Wendy
Centrepieces 4 Wendy
Laptop 1 Wendy
Extra Batteries for recorders 10 XXX
Letters of Consent 20 Wendy
Flipchart markers 3 XXX
Food and beverage for 22 XXX
Classroom toys
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 113
APPENDIX I: GUIDING QUESTIONS – WORLD CAFÉ
To generate discussion and provide participants with background data, a presentation
was made providing a summary of the research plan, briefly what appreciative inquiry was,
and action research was defined. In addition, the newly defined organizational values and
metrics that have potential to connect with well-being were presented by the [sponsor] Vice
President Human Resources. This will provided a context for the data we hoped to uncover
with the questions developed during the world café.
Explanation was given to create the setting within which the questions would be
asked. Participants were informed that the staff would be participating in a four week
physical activity challenge. During this challenge, staff would be asked to interview their co-
workers as they are out for a walk during their lunch or break. They would be given hand
held recording devices to collect this data. The guiding questions were:
1. What question would best extract a person’s definition of employee well-being?
2. What question would best extract what it is that their branch does that creates employee
well-being?
3. What question would best extract “the dream” for the highest sense of employee well-
being at their branch? What would this look like?
4. What question would best extract how employee well-being connects to their
engagement at work?
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 114
APPENDIX J: LETTER OF INVITATION: PAC, INTERVIEWS, ONLINE SURVEYS
September 17, 2010
Dear Staff Member,
My name is Wendy Creelman and I am pleased to invite you to be part of a research
project I am conducting at [sponsor]. I am a Master of Arts in Leadership student at Royal Roads
University and this project will fulfill my requirements for this degree. My credentials with
Royal Roads University can be established by calling Dr. Wendy Rowe, Acting Director, School
of Leadership Studies, at [telephone number].
The objective of my research project is to research how employee well-being can support
the [sponsor] business strategy. My final report will be shared with [sponsor] and Royal Roads
University in partial fulfillment for a Master of Arts in Leadership degree. [sponsor] may use this
report to inform decisions around well-being programming.
Part of my research project that I am inviting you to participate in, will consist of a four
week physical activity (walking) challenge and an online pre- and post-PAC survey. The walking
challenge will involve the use of pedometers and logging your steps online to your team’s total.
Please check with your physician before engaging in activity if you consider yourself inactive.
This challenge is meant to be fun and will include prizes. During the times you walk, you will be
invited to interview a co-worker, who will also interview you, using a hand held recorder. The
four questions, one per week, will explore linkages between employee well-being and business
results. In addition, you will be asked what employee well-being means to you. Prior to and
following the challenge, you will be sent a link to complete a short online survey establishing
pre- and post-measures to determine if the challenge makes a difference in your level of physical
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 115
activity and well-being. All research; that you are being invited to participate in, will take place
between September 17, 2010 and October 29, 2010 at your branch.
Your name was chosen as a prospective participant because you are a staff member of
this branch. You are not compelled to participate in this research project. If you do choose to
participate, you are free to withdraw at any time without prejudice. Similarly, if you choose not
to participate in this research project, this information will also be maintained in confidence.
Information will be recorded in a digital audio format and, where appropriate
summarized, in anonymous format, in the body of the final report. At no time will any specific
comments be attributed to any individual unless your specific agreement has been obtained
beforehand. All documentation will be kept strictly confidential.
Please feel free to contact me at any time should you have additional questions regarding
the project and its outcomes.
Contact Information:
Name: Wendy Creelman E-mail: [e-mail address] Telephone: [telephone number]
Sincerely,
Wendy Creelman
APPENDIX K: LETTER OF CONSENT - PRE- AND POST-PHYSICAL ACTIVITY
CHALLENGE ONLINE SURVEY
Supporting the [sponsor] Business Strategy through Employee Well-being
My name is Wendy Creelman and this research project, Supporting the [sponsor]
Business Strategy through Employee Well-being, is part of the requirement for a Master of Arts
in Leadership degree at Royal Roads University. My credentials with Royal Roads University
can be established by calling Dr. Wendy Rowe, Acting Director, School of Leadership Studies,
at [telephone number].
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 116
Part of the research will consist of this survey and is foreseen to take 10 minutes to
complete. The foreseen questions will refer to how employee well-being can support the
[sponsor] business strategy. In addition to submitting my final report to Royal Roads University
in partial fulfillment for a Master of Arts in Leadership degree, I will also be sharing my research
findings with [sponsor]. [sponsor] may then use the research to inform decisions around
employee well-being programming.
A copy of the final report will be provided to Royal Roads University and [sponsor]. This
report will not be publicly accessible. The information you provide will be summarized, in
anonymous format, in the body of the final report. At no time will any specific comments be
attributed to any individual unless your specific agreement has been obtained beforehand. All
documentation will be kept strictly confidential.
You are not compelled to participate in this research project. If you do choose to
participate, you are free to withdraw at any time without prejudice. Similarly, if you choose not
to participate in this research project, this information will also be maintained in confidence.
Your completion of this survey will constitute your informed consent.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 117
APPENDIX L: LETTER OF CONSENT – PHYSICAL ACTIVITY CHALLENGE
September 14, 2010
Dear Research Participant,
My name is Wendy Creelman and I would like to invite you to participate in my research.
This research project, Supporting the [sponsor] Business Strategy through Employee Well-being,
is part of the requirement for a Master of Arts in Leadership degree at Royal Roads University.
My credentials with Royal Roads University can be established by calling Dr. Wendy Rowe,
Acting Director, School of Leadership Studies, at [telephone number].
Part of the research will consist of a physical activity challenge involving four interview
questions and is foreseen to take four weeks with one question per week. You will have an
opportunity to win prizes and will be given a pedometer to assist in the research. The foreseen
questions will refer to how employee well-being can support the [sponsor] business strategy. In
addition to submitting my final report to Royal Roads University in partial fulfillment for a
Master of Arts in Leadership degree, I will also be sharing my research findings with [sponsor].
[sponsor] may then use the research to inform decisions around employee well-being
programming.
A copy of the final report will be provided to Royal Roads University and [sponsor]. This
report will not be publicly accessible. A summary of the research findings will be provided to all
who participate in the research.
The information you provide will be summarized, in anonymous format, in the body of
the final report. At no time will any specific comments be attributed to any individual unless
your specific agreement has been obtained beforehand. All documentation will be kept strictly
confidential.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 118
Your participation in this physical activity challenge and in answering four interview
questions will constitute your informed consent. You are not compelled to participate in this
research project. If you do choose to participate, you are free to withdraw at any time without
prejudice. Similarly, if you choose not to participate in this research project, this information will
also be maintained in confidence.
Please feel free to contact me [telephone number] at any time should you have additional
questions regarding the project and its outcomes. By signing this letter, you give free and
informed consent to participate in this physical activity challenge and interviews.
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 119
APPENDIX M: INTERVIEW RESULTS REPORT
Pirates of the Caribbean Research Questions
Question One: What does employee well-being mean to you?
43 unique comments centered on being a happy health person:
Health encompasses mental, spiritual, financial, emotional, physical
Taking care of oneself – eating healthy, exercise, sleep
Enjoying life – being happy with oneself/one’s life
Being positive – feeling good
32 unique comments centered on work:
Happy to come to work – look forward to it – enjoy your job
Respectful, positive, engaging environment
14 unique comments centered on work-life balance:
A healthy balance between work and family
Question Two-a: What positive factors in your workplace contribute to your well-
being?
Positive factors themed into four areas:
Leadership: supportive, positive, approachable leadership/teamwork/great
communication
Positivity: the word positive shows up as the 2nd
highest used word in all
responses/energy/feeling happy/feeling confident/laughter/smiles
People: positive energy/happy/caring/considerate/enthusiastic/good
relationships/cheerful
Environment: respect/positive/good atmosphere/windows/open
communication/morale
Question two-b: How do these positive factors affect you?
Two themes emerged for positive well-being affect when these positive factors are present:
Work engagement affect: enjoy work, trust, good morale, good service,
teamwork, higher productivity, happy and content, empowered/engaged staff
Personal affect: positive attitudes, happy cheerful people, decreased stress,
elevated mood
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 120
Question three: How does your well-being enable you to deliver “over the top
member service”?
Two themes emerged:
Engagement: I love my job, willing to go extra mile, want to do my best, have
energy to deliver more, want to WOW members, and dedication.
Positivity spillover: self efficacy, reciprocity, positive attitude shows and spreads
to members/staff creating a positive environment, have more energy/health to
deal with members/staff
Question four: How has the Pirates of the Caribbean Challenge changed your work
relationships?
Five themes emerged:
Teamwork: camaraderie, fun/friendly competition, walking together during
breaks, working towards a goal together, more aware of others
Relationship building: gave us a reason to talk to people we wouldn’t necessarily
talk to during work, got to know people better, brought a cross section of different
departments together, enhanced relationships
Increased communication: more open communication between divisions, asking
each other how many steps/what activities they did, got us talking about well-
being, joking with each other
Fun: more pleasant/happier/positive atmosphere, lots of smiles, lots of fun!
Other: a good experience, more aware of importance of getting active/health and
wellness, more aware of how we treat each other
SUPPORTING BUSINESS RESULTS THROUGH WELL-BEING 121
APPENDIX N: WORK AND WELL-BEING SURVEY (UWES)
Work and Well-being Survey (UWES) ©
The following 17 statements are about how you feel at work. Please read each statement
carefully and decide if you ever feel this way about your job. If you have never had this feeling,
write “0” (zero) in the space preceding the statement. If you have had this feeling, indicate how
often you feel it by writing the number (from 1 to 6) that best describes how frequently you feel
that way.
0 Never 1 Almost never - few times a year or less 2 Rarely - Once a month or less 3 Sometimes
- A few times a month 4 Often - Once a week 5 Very often - A few times a week 6 Always -
Every day
1. At my work, I feel that I am bursting with energy (VI1)*
2. I find the work that I do full of meaning and purpose (DE1)
3. Time flies when I'm working (AB1)
4. At my job, I feel strong and vigorous (VI2)*
5. I am enthusiastic about my job (DE2)*
6. When I am working, I forget everything else around me (AB2)
7. My job inspires me (DE3)*
8. When I get up in the morning, I feel like going to work (VI3)*
9. I feel happy when I am working intensely (AB3)*
10. I am proud of the work that I do (DE4)*
11. I am immersed in my work (AB4)*
12. I can continue working for very long periods at a time (VI4)
13. To me, my job is challenging (DE5)
14. I get carried away when I’m working (AB5)*
15. At my job, I am very resilient, mentally (VI5)
16. It is difficult to detach myself from my job (AB6)
17. At my work I always persevere, even when things do not go well (VI6)
* Shortened version (UWES-9); VI = Vigor; DE = Dedication; AB = Absorption
© Schaufeli & Bakker (2003). The Utrecht Work Engagement Scale is free for use for
noncommercial scientific research. Commercial and/or non-scientific use is prohibited, unless
previous written permission is granted by the authors.
Schaufeli, W., & Bakker, A. (2003). UWES Utrecht Work Engagement Scale. Preliminary
Manual [Version 1, November 2003]. Utrecht University: Occupational Health Psychology Unit.