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Health-promoting workplaces-international settings development

Article  in  Health Promotion International · June 2000


DOI: 10.1093/heapro/15.2.155 · Source: OAI

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HEALTH PROMOTION INTERNATIONAL Vol. 15, No. 2
© Oxford University Press 2000 Printed in Great Britain

Health-promoting workplaces—international settings


development1
CORDIA CHU, GREGOR BREUCKER, NEIL HARRIS,
ANDREA STITZEL, XINGFA GAN, XUEQI GU and SOPHIE DWYER
School of Public Health, Griffiths University, Queensland 4111, Australia

SUMMARY
This paper describes two recently established regional net- motion and the presentation of an evaluation framework
works in workplace health promotion, and examines their for assessing workplace health. The paper concludes by
history, current status, strategies and models of good pointing to future challenges and priority issues and the
practices. This is followed by an overall assessment of the need to foster health-promoting workplace networks at
barriers and keys to the success of workplace health pro- various levels in order to facilitate future development.

Key words: workplace health promotion; international networks; model of good practice

HISTORICAL DEVELOPMENT

Strategic partnership and settings approach


to health promotion
The Jakarta Declaration adopted at the Fourth The health of workers is also affected by non-
International Conference on Health Promotion work-related factors. By improving their know-
held in July 1997 sets out the direction of health ledge and skills to manage health, and by
promotion in the 21st century. The conference establishing an environment conducive to health
stressed the importance of multisectoral co- within and outside the respective workplace, the
operation and partnerships in addressing public workers, their families and the workplace itself
health challenges, and highlighted the settings should benefit. The health-promoting workplace
approach as one of the main strategies to move can bring about positive changes which support
forward. The workplace, along with the school, the overall success of an organization.
hospital, city, island and marketplace, has been The concept of the health-promoting work-
established as one of the priority settings for place is becoming more important and more
health promotion into the 21st century. relevant as more private and public organizations
The workplace is one of the most important increasingly recognize that future success in an
settings affecting the physical, mental, economic increasingly globalized marketplace can only be
and social well-being of workers, and in turn the realized with a healthy, qualified and motivated
health of their families, communities and society. workforce. A health-promoting workplace can
It offers an ideal setting and infrastructure to sup- ensure a flexible and dynamic balance between
port the promotion of health of a large audience. customer expectations and organizational targets
on the one hand, and employees’ skills and health
1
This paper was commissioned as part of a WHO- needs on the other, which is an essential and
sponsored initiative utilizing a common presentation desirable combination for work organizations if
framework. they are to compete successfully in the modern

155
156 C. Chu et al.

world. For nations, the development of a health- that values, supports and reinforces health.
promoting workplace will be a pre-requisite for Therefore, instead of using the workplace as a
sustainable social and economic development. convenient location for health professionals to
conduct programs aimed at changing individuals,
workplace health promotion involves both workers
From healthy lifestyle to health-promoting and management collectively endeavouring to
workplace change the workplace into a health-promoting
The concept of the health-promoting workplace setting.
is relatively recent. It has developed out of the
concept of workplace health promotion which
has undergone a significant evolutionary process Partnerships and network developments
since coming to prominence in the 1970s. In the for workplace settings
early stages of its evolution, health-promotion A recent development, that complements the
activities in the workplace tended to either focus health-promoting workplace concept, is WHO’s
on a single illness or risk factor, or on changing a Global Healthy Work Approach (WHO, 1997)
particular lifestyle habit or behaviour of indi- which calls for the development of a com-
vidual workers. However, the narrow focus prehensive approach towards the promotion of
adopted in these early programmes overlooked health of all working populations. This approach
the environmental, social and organizational is based upon four fundamental complementary
determinants of health. principles: health promotion, occupational health
In more recent times, most notably the early and safety, human resource management, and
1980s, workplace health-promotion activities sustainable development. Fundamental to this
were dominated by the ‘wellness’ programmes approach are multi-sectoral partnerships and the
which were in fashion especially in western involvement and co-operation of the key actors
industrialized countries, e.g. the United States not only from within a specific workplace but
(O’Donnell and Ainsworth, 1984; Chen, 1988). from all areas that influence working life.
‘Wellness’ programs attempted to be more com- The identification of the need to form partner-
prehensive in nature and offered an assortment ships and networks to more effectively promote
of methods for delivering a wider range of health was a key message of the Jakarta Confer-
interventions that targeted identified risk factors ence. Accordingly, for the settings approach to health
associated with employee health. Interventions to be successful it is paramount that partnerships
included health screening, stress management and networks be developed that can both facilitate
courses, nutritional foodstuffs in canteens, exer- the effective use of knowledge and resources and
cise and back care programs, and health informa- foster co-ordinated action to promote health.
tion seminars. However, the majority of wellness (Chu et al., 1997; WHO-WPRO, 1998).
programs still focused on individual behaviour There are many independent workplace
modification without regard to the broader health-promotion initiatives in countries around
socio-economic, environmental and organ- the world, but network development, especially at
izational influences on workers’ health (Chu and a regional level, is only just beginning. The WHO
Forester, 1992). This wellness approach remains Regional Office for South-East Asia (WHO
a dominant feature of current workplace health- SEARO) is presently preparing an advocacy
promotion programs in many large companies in booklet on the health-promoting workplace, and
industrialized and affluent countries. a regional workshop on National Programs for
In the 1990s, a more interdisciplinary approach Healthy Worksites is planned for 1999. The WHO
to promoting health has developed out of an in- Regional Office for the Eastern Mediterranean
creased understanding of the multi-determinants (WHO EMRO) is interested in instigating
of workers’ health. Reflecting this better under- programs. However, perhaps the most advanced
standing of health, workplace health promotion developments are the two recently established
has reoriented to be more holistic and integrative regional networks for workplace health pro-
in nature, thereby addressing both individual motion in the European (EURO) and the West-
risk factors and the broader organizational and ern Pacific Regions (WPRO). The former has
environmental issues. Health and well-being, been fostered and supported by the European
and workplace health-promotion programs, have Commission, and the latter is due largely to the
become an integral part of a workplace culture active facilitation of WHO-WPRO.
Health-promoting workplaces 157

THE EUROPEAN REGIONAL the member states of the European Community


NETWORK due, in part, to increasing international com-
petition (Breucker et al., 1997). However, to a
Development of workplace health promotion large extent workplace health promotion owes its
in Europe current attractiveness to absenteeism in Euro-
Workplace health promotion is relatively new pean industry, as it is argued that workplace health
to Europe. As early as the 1970s a number of promotion can make a significant contribution to
companies in some European countries had the reduction of ill-health-related absenteeism
shown great enthusiasm in starting up projects to figures (Gründemann and van Vuuren, 1997).
humanize the world of work, but quickly At present there is no uniform European or
abandoned these endeavours as they did not even national approach to workplace health pro-
coincide with corporate interests. In the late motion. Instead, one can distinguish between the
1980s, workplace health and safety returned to following notions of workplace health promotion:
the fore due primarily to the European Com-
mission (EC) Framework Directive on health • as a strategy of behaviour prevention at the
and safety (Council Directive 89/391/EEC workplace (lifestyle approach);
1989). This directive gave rise to a widespread • as a part of extended occupational safety and
reorientation of occupational safety and health in health;
Europe. • as a strategy to influence important health
In the domain of public health, the World determinants at work;
Health Organization set a far-reaching agenda • as a strategy to reduce absenteeism;
in its formulation of a comprehensive health- • as a part of organizational development.
promotion policy (WHO, 1986). In Europe this These interpretations may overlap and are in-
initiative has been complemented by activities in complete, but they do cover the most important
the field of workplace health promotion instigated practical approaches.
at supranational level by the Regional Office of
WHO-EURO, the European Foundation for the
Improvement of Living and Working Conditions The European Union Network for workplace
(EFILWC), the EC’s Directorate General for health promotion
Employment, Industrial Relations and Social In 1996, a European Network for workplace
Affairs (DG V), and the European Agency for health promotion was formed and it comprises
Health and Safety. all 15 member states and the European
At a Europe-wide level, between 1989 and Economic Area (EEA) countries. The Federal
1997 the EFILWC conducted a number of research Institute for Occupational Safety and Health
and development projects that focussed on work- (BAuA) in Dortmund, Germany has been
place health promotion (Wynne and Clarkin, entrusted with the task of setting up the requisite
1992; EFILWC, 1997a; EFILWC, 1997b; Wynne, infrastructure (Federal Institute for Occu-
1997). In 1991 the WHO-EURO in Copenhagen pational Safety and Health, 1996). This initiative
expressed its commitment to workplace health is part of the Programme for Action on Health
promotion by establishing a WHO Collaborating Promotion, Information, Education and Training
Centre (European Information Centre) at the (No. 645/96/EC). The aim of the network is
Federal Association of Company Health Insur- the expansion of exemplary workplace health-
ance Funds in Essen, Germany (Demmer, 1995). promotion concepts and measures based on a
Furthermore, in 1996 the EC established a 5-year continuous exchange of experience.
program of community action on health pro- The Federal Institute for Occupational Safety
motion, information, education and training to and Health (BAuA) acts as the Liaison Office
financially support various networks promoting and co-ordinates the activities of the European
health (Decision No. 645/96/EC of the European Network with the help of various measures
Parliament and the Council of 29 March 1996). including the following.
Interest in workplace health promotion has
grown considerably at the national and supra- • Every 6 months there is a meeting of the Euro-
national levels in Europe over the past 5 years. pean Network. This is organized by a National
This trend can be related to the far-reaching eco- Contact Office (NCO) and is co-ordinated by
nomic and social changes that are taking place in the Liaison Office.
158 C. Chu et al.

• The newsletter ‘workplace health promotion- • Address the specific challenges of working
Net-News’ offers all Network partners a effectively with small and medium enterprises.
further forum for the mutual exchange of
information. The priorities for action detailed above have
• At present a special homepage is being provided the basis for the Network partners to
developed for the network and through this agree on the implementation of a Europe-wide
it will be possible to access more detailed project centring on the identification and dis-
information. semination of information about exemplary
• The Liaison Office regularly informs the companies and organizations in workplace health
responsible service at the European Com- promotion. To this end, quality standards are
mission and handles all tasks relating to the being developed that can be applied, quite
administration of funds. flexibly, according to a company’s level of
development, size and industry.
To complement these measures the respective This project bears the title ‘Success Factors
National Contact Offices have established and Quality of Workplace Health Promotion:
informal networks and act, to a certain extent, as Identification and Dissemination of Models of
information clearing offices between the key Good Practice in Europe’ and is funded by the
national players and key institutions at the EU Commission. The main approach of the
European level. project is based on the widespread benchmarking
philosophy that is prevalent in the corporate
sector. It has a timeframe of 2 years (July 1997–
Network strategies June 1999) and the European Information
All activities of the network are based on the Centre at the Federal Association of Company
principle of subsidiarity in the EU and support Health Insurance Funds (BKK) in Essen,
the collaboration between member states and the Germany has been engaged to co-ordinate the
co-ordination of their policies with the European project. To monitor progress of the project, a
Commission. According to the principle of steering committee comprising representatives
subsidiarity, the European Commission will only of the Commission and Liaison Office and of
support those initiatives which cannot be realized five national contact offices (Great Britain,
on a national level and provide the Community Netherlands, Italy, Portugal and Finland) has
with an added value. been set up.
The EURO network for workplace health
promotion adopted the Luxembourg Declaration
(28 November 1997) to announce the shared Model of good practice: Volkswagen AG
understanding of the aims, strategies and meas- Volkswagen AG (VW) is a leading German car
ures of the European Network for workplace manufacturer with its head office in Wolfsburg,
health promotion. The member organizations Germany. VW employs 98 000 people. Health pro-
agreed that for the future development and tection and health promotion, as an integral part
dissemination of workplace health promotion, of health management, are two of the corporate
effective co-ordination and co-operation is vital at objectives. Health management is understood to
all levels. The Luxembourg Declaration helped be a continuously developing process based on
to establish the basis for future activities by the principles of active participation, solidarity
identifying the following priorities for action. and subsidiarity (self-help takes precedence over
corporate support).
• Increase awareness of workplace health pro- It consists of a series of obligatory modules
motion and promote responsibility for health that are implemented in all subsidiaries and
with regard to all stakeholders. some specific modules which can be used to
• Identification and dissemination of models of meet specific needs. The priority of all activities
good practice. is on work organization and job design. These
• Develop guidelines for effective workplace include:
health promotion.
• Ensure commitment of the member states to • innovative working-time models (working-
incorporate principles of workplace health time accounts);
promotion in respective policies. • introduction of new forms of work organization;
Health-promoting workplaces 159

• corporate regulations to prevent sexual dis- THE WESTERN PACIFIC REGIONAL


crimination and mobbing; NETWORK
• ergonomic job design which involves the
employees and health specialists within invest- Development of workplace health promotion
ment decision procedures including the plan- and country networks
ning of new equipment. Workplace health promotion is relatively new for
most country members of this region, although
The active participation of employees is realized its development has been systematic and far
by: reaching which is due to the facilitation of WHO-
WPRO’s health-promotion program under the
• health circles in many company sectors
Regional Office’s new program framework
(problem-solving groups with the task of
New Horizons in Health. This new approach
identifying health-related problems and
emphasizes a need to further strengthen and
possible measures for improvement);
extend intersectoral collaboration in health
• extended job inspection routines involving
promotion and health protection into the various
employees;
settings where people live and work. In this
• regular employee surveys on health matters;
regard, schools, workplaces, cities and islands are
• special training modules for health and safety
considered priority settings for the Region
education.
(WHO-WPRO, 1995).
A crucial success factor for workplace health Beginning in 1992, WHO collaborated with
promotion is senior management support and its the Government of China on a project on health
integration into improvement processes. At VW promotion among industrial workers in four
AG a company-wide health-related control system major industries in Shanghai. The WHO col-
was established in 1992 which analyses the causes laborative project in Shanghai was a huge success
of ill health on a regular basis. The results of demonstrating the benefits of workplace health
these programs are then discussed and acted promotion to industrial workers and manage-
upon by management. In addition, management ment in China. The project has also resulted in
deals with the subject of preventive health many published articles (in Chinese) to report on
through regular discussions with staff. An the achievements, and a video to share the
important aspect of this system is that when an experience with other interested parties. The
employee returns to work after a lengthy absence project is the first of its kind in China and its
due to injury or illness, an individual rehabil- success has important implications for the
itation plan is prepared, in collaboration with all development of the health-promoting workplace
appropriate offices. At the Wolfsburg works, in China and elsewhere in the Region.
employees can be given medical treatment and Training in workplace health promotion
sports pedagogical counselling in the company’s supported by WHO has also proved to be very
own rehabilitation centre. All these module- useful, particularly in Singapore. The National
based measures are complemented by services Health Education Department, previously known
relating to a healthy lifestyle. as the Training and Health Education Department,
The most important successes of the health Ministry of Health has been actively collaborating
management system at VW AG include the with WHO since 1993 in annual training of
following. facilitators in workplace health promotion.
Workshop participants are mainly personnel
• Absenteeism was halved between 1986 and from human resource management, occupational
1996 which translates into a reduction in the health and safety, industrial hygiene, and health
average number of days lost (per employee) of promotion. Thus far, 140 facilitators have been
24 days in 1986 to 12 days in 1996. trained—66 from private companies, 41 from
• A very positive development of work attend- Ministries, 26 from Statutory Boards, and seven
ance rate (reduction of lost days) from 91.7% overseas participants from countries in the Asia-
(1988) to 95.8% (1996). Pacific region including Malaysia, the Philippines,
• Personnel costs of roughly DM 90 million Sri Lanka and Macao.
(US$ 50 million) are saved per year through The success of the workplace health-promotion
the increase in the health rate by one percent- training courses in Singapore was demon-
age point. strated when, in 1994, the Society of Workplace
160 C. Chu et al.

Health-Promotion Facilitators was launched in • decrease the prevalence of occupational dis-


Singapore. This was the first such group to be set eases and accidents with a view to the im-
up in Asia. Its membership has grown from provement of the life quality of the population
30 individual members to a current membership in the workplaces and to contribute to the
of eight corporate members and 62 individual construction of spiritual and material
members, most of whom are from the private civilization.
sector. Since then, WHO has supported training
courses on workplace health promotion in other The committee has outlined a long list of future
parts of China, the Philippines, Vietnam and work tasks including a range of activities in train-
Mongolia. ing, research co-ordination, publication, exchange
The Western Pacific Region’s workplace health programs, and promotion of social involvement
promotion also owes its rapid development to in health education and health promotion in the
the groundwork of individual countries within workplaces.
this region, most notably Australia and China.
They have both developed country networks for
workplace health promotion before the regional Australia
network was formed. Indeed, there have been The field of workplace health promotion has
vigorous exchange activities in workplace health developed and gained momentum in Australia
promotion between Queensland, Australia and since the late 1970s. It has undergone a sig-
Shanghai, China, and the individuals involved in nificant evolutionary process similar to that
these activities were instrumental in the formation described in earlier sections of this paper. Both
of the Regional network. industrial safety programs and health promotion
were focussed on the behaviour of the worker
rather than the conditions of the workplace.
China These programs were viewed with suspicion by
In China the idea of a country network for the workforce and the trade union movement,
workplace health promotion emerged out of a yet this perspective dominated negotiations on
workshop in 1984. The workshop was facilitated health promotion in the workplace well into the
by the Ministry of Health and hosted by the mid-1980s (ACOM, 1983; ACTU, 1991; Chu and
Chinese Association of Health Education Forester, 1992).
(CAHE). Under the leadership of CAHE, the Australia’s national contemporary occupational
Committee on Health Education in the Workplace health and safety (OHS) system emerged in the
(CHEW) was established with 154 members. 1980s. During this time, with significant effort
CHEW is a national academic and non- from trade union-funded Workers Health
governmental social organization for leaders of Centres, OHS started to orient toward action to
workplaces, health education workers and other address industrial hazards, e.g. chemicals and
health workers related to health education and asbestos that cause ill health, particularly through
industrial health in workplaces. The constitution long-term, low-level exposure. State legislation
of CHEW was developed and formalized on 9 was progressively overhauled and transformed
July 1996. The purposes of the committee are to: from limited regulation focussing on safety and
minimum workplace conditions to facilitative
• unite the leaders in the workplaces, the health legislation outlining employers’ duty of care.
promotion and the health education workers This legislation also provides for systems and
and other health workers related to health edu- representative structures in the workplace to
cation and industrial health in the workplaces facilitate workplace-based action to address
in accordance with government principles and hazards. This development prompted re-thinking
policies on health; and reform in workplace health promotion
• carry out health education and health leading to the formation of the National Steering
promotion in the workplaces; Committee on Health Promotion in the
• increase the awareness of the employed Workplace (NSC health-promoting workplace)
population on health; which consisted of representatives of the peak
• establish healthy behaviours and healthy employer organization, trade unions, state and
environments for work and life; commonwealth health departments, and non-
• reduce and eliminate factors harmful to health; government organizations.
Health-promoting workplaces 161

The NSC health-promoting workplace health-promotion programs that were narrowly


outlined prevention, participation, equity and oriented on individual behavioural risk factors.
access, and responsibility as the principles for The principles encourage workplace health
workplace health promotion, and defined work- promotion to be conducted on an agreed basis
place health promotion broadly as ‘those edu- between employers, employees and, where
cational, organizational or economic activities in appropriate, health professionals. The principles,
the workplace that are designed to improve the in order of priority, are as follows.
health of workers and therefore the community
at large.’ This type of health promotion involves (1) Is cost-effective and may not be expensive.
workers and management participating on a (2) Acknowledges and supports workplace
voluntary basis in the implementation of jointly health and safety.
agreed programs that utilize the workplace as a (3) Is managed by the workplace (rather than a
setting for promoting better health [(NSC, 1989), government agency or private consulting
pp. 8–10]. firm).
Workplace health-promotion activities in (4) Includes an assessment of needs to identify
Australia are primarily delivered at the state health problems/concerns in the workplace.
level. State Steering Committees were (5) Requires voluntary participation.
established in most states, and workplace health- (6) Includes training in health-promotion
promotion programs have been implemented in principles.
Victoria, South Australia, New South Wales and (7) Is sustainable.
Queensland. A strong feature of state committee (8) Acknowledges social justice principles.
efforts has been the transformation of workplace (9) Includes evaluation processes.
health promotion into the current integrated (10) Uses mixed strategies as appropriate.
organizational development approach. Perhaps (11) Workplace health-promotion programs
one of the most groundbreaking achievements by should, where appropriate, involve family
a State Steering Committee was the position members.
statement on workplace health-promotion (12) Considers the structures, cultures, laws and
guiding principles developed by the Queensland policies of the workplace (Queensland
State Steering Committee. Health, 1996).
The Queensland State Steering Committee on
Health Promotion in the Workplace, formed in
1990, brought together a diverse set of stake- Formation of the Western Pacific Regional
holders to work together (Allen and Dwyer, 1994). Network for the health-promoting workplace
It achieved a major breakthrough by reaching an Setting the scene for regional network develop-
agreement on a set of principles and guidelines ment was the formation of a unique partnership
for workplace health promotion titled ‘Better in workplace health between Queensland Health
Health for Working People: Guiding Principles’ and the Shanghai Health Education Institute.
(Queensland Health, 1996). This was considered The partnership was possible mainly because
a significant achievement because: (i) for the first of the already established relationship that had
time in Queensland’s history, representatives of been formalized in a Memorandum of Under-
different sectors ranging from government and standing between the Shanghai and Queensland
NGOs, employer and employee groups, health pro- Governments. The partnership was also facilitated
fessional bodies, academic and research institutions, by Griffith University in Queensland which
to industry associations, were brought together offers a unique Bachelor degree course that
to work through a negotiation process to reach a integrates occupational health and safety, in-
consensus which fostered real multisectoral co- dustrial relations, health promotion, and change
operation to support the further development of facilitation. Material developed in this course
workplace health promotion; and (ii) the guiding was used in WHO-sponsored training workshops
principles helped clarify concepts and offered a in Shanghai and Singapore, which has enabled
clear guide for program quality and directions to it to contribute to a common ground of basic
safeguard the interests of workers and companies understanding of workplace health promotion.
at a time when Queensland organizations were In June 1996, a Shanghai delegation conducted
faced with the aggressive marketing by over- an 11-day study tour on workplace health
seas and local companies of costly workplace promotion in Queensland. This event included
162 C. Chu et al.

an international forum to discuss the WHO draft Model of good practice: The Shanghai Project
Regional Guidelines for the Development of
the health-promoting workplace. It was during Shanghai is the largest industrial city in China,
this forum that participants recommended that with a population of over 13.5 million people. In
WHO-WPRO sponsor a regional workshop and collaboration with WHO, and supported by the
form a regional network in health-promoting Government of the People’s Republic of China,
workplaces to facilitate formal links, and to advo- the Shanghai Municipal Health Bureau and the
cate for the development of health-promoting Shanghai Health Education Institute conducted
workplaces in the region. a pilot workplace health-promotion project from
Subsequently, the Regional Network for the 1993 to 1995. The project involved 21 613
health-promoting workplace was formed during workers in four workplaces: Wujing Chemical
a WHO Regional Workshop held in Shanghai Complex, Shanghai Hudong Shipyard, Shanghai
(10–12 December 1997) attended by 24 participants No. 34 Cotton Mill and Shanghai Baoshan Steel
from 11 countries and areas including Australia, Company.
China, Fiji, Japan, Macao, Malaysia, Mongolia, Based on data gathered through a baseline
Philippines, Republic of Korea, Singapore and survey conducted in early 1993, and guided by
Vietnam. Shanghai was nominated by workshop members of the Shanghai Health Education
participants to take a lead role in furthering net- Institute and an occupational health expert
working processes. Network functions would in- advisory reference group, each workplace de-
clude the exchange of information and experiences, veloped, implemented and evaluated workplace
the conduct of joint studies of common problems health-promotion programs.
and the provision of mutual support. The project adopted an integrative model of
workplace health promotion and sought to
address identified organizational, environmental
Network strategies and behavioural factors that were negatively
In order to facilitate regional development in the impacting upon the health of the workers.
health-promoting workplace, WHO-WPRO has Health-promotion programs employed multiple
developed a book of guidelines to provide back- strategies in line with the Ottawa Charter and
ground information on the health-promoting sought to develop healthy policies and regu-
workplace and to guide its evolution. The guide- lations, create safe and supportive environments,
lines have undergone an extensive consultative strengthen preventive health services, facilitate
and revision process, and were finalized in workers’ participation and educate workers to
December 1997 at the Regional Conference in promote healthy behaviour. Initiatives under-
Shanghai. The guidelines aim to provide a useful taken included the establishment of health
framework to strengthen existing activities and education and health-promotion committees,
to bring in new partners for improving the health drafting and implementing workplace standards
of the working population. In addition, it will for identified occupational hazards, improved
enable the sharing of useful methodological tools management of workplace sanitation and hygiene,
and valuable lessons from country case studies and improved occupational health hazard mon-
(WHO-WPRO, 1998). itoring and control (e.g. noise, dust and chemical
The guidelines explain the why, what and how leakage). Other initiatives included the supply of
of achieving the health-promoting workplace. nutritious foodstuffs and the reduction of salt in
They provide a concise explanation of the def- food in workplace canteens, planting trees and
inition, aims, guiding principles, and a frame of flowers, cigarette smoking and alcohol cessation
action for the health-promoting workplace. The programs, cervical screening and thorough
guidelines stress that in order to become a follow-up treatments, improved preventive
health-promoting workplace, there needs to be a health services for workers, and greater worker
co-ordinating mechanism to manage a systematic participation in the identification and control of
problem-solving process through which the occupational hazards.
workplace can identify health concerns and decide During the project, particular attention was
on actions. To this end, it proposes a needs-based given to such issues as staff mobilization and
programme development cycle involving a pro- training, establishing co-ordinating and network-
cess of programme planning, implementation ing mechanisms, and regular consultation with
and evaluation (WHO-WPRO, 1998). workers, management and expert reference groups.
Health-promoting workplaces 163

These measures ensured that all interested parties health promotion have not evolved and remain
were involved in the planning of the project and largely limited to an understanding of workplace
that they were given opportunities to participate health promotion as a strategy to address
in its implementation. Furthermore, there was an behavioural risk factors, e.g. lack of exercise,
emphasis on multi-sectoral involvement and the poor eating habits, cigarette smoking, alcohol
integration of health promotion into manage- abuse and illicit drug consumption. This in fact
ment practices. reflects the field of health promotion in general.
The project was closely monitored, and an The Ottawa Charter has served to create a
evaluation carried out in 1995 showed excellent working basis for many different settings by
measurable outcomes, e.g.: specifying five principles of action. Yet in prac-
tice, behaviour-oriented measures still dominate
• reduced incidence of work-related injuries by
health promotion even though leading experts
10–20%;
and international and national conference resolu-
• reduced diseases and related health care costs
tions demand a holistic orientation for workplace
(e.g. pharyngitis, from 16% to 10%);
health-promotion programs.
• improved health and safety knowledge and
In an attempt to progress workplace health
practices (the use of safety devices or pro-
promotion beyond these narrow perceptions,
tective equipment increased from 20–30% to
some initiatives have elected to present it
70–90%);
utilizing different terminologies, e.g. Workplace
• reduced risk behaviour (reduction of salt
Health Management (Queensland, Australia)
consumption, cigarette smoking);
and The Workplace Health System (Canada)
• reduced levels of sick leave by 50%.
(Shain, 1997). This suggests that, at present,
Other notable project achievements included: workplace health promotion is characterized by a
improved company image and management lack of conceptual clarity. This points to the need
practices, a cleaner and safer workplace environ- for training an appropriate workforce on the one
ment and work conditions, increased housing hand, and strategies to clarify and build consensus
provision, recreation facilities and even transport on concepts on the other if workplace health
in the case of the Hudong shipyard. promotion is to be broadly adopted.
Learning from this pilot project, the project
team has since developed what they have
proudly called the ‘Shanghai Model’ of work- Successful factors for workplace
place health promotion. The model’s four dis- health promotion
tinctive features are: comprehensive, integrative, Action and criteria models currently available
a system of management and multi-sectoral point uniformly to the following factors as key
networks, and a multiplicity of intervention indicators of a successful workplace health-
strategies. Since then, the Shanghai Project team promotion initiative.
has developed draft Chinese language guidelines
Participation: all staff must be involved in all
for workplace health promotion, and has been
phases.
funded by the World Bank to work with 10 more
Project Management: measures and programs
workplaces.
should be oriented toward the problem-solving
cycle: needs analysis, setting priorities, plann-
OVERALL ASSESSMENT AND ing, implementation, continuous monitoring
FUTURE DEVELOPMENT and evaluation.
Integration: programs should be integrated
Barriers to workplace health promotion into a company’s regular management practices
and should strive to formalize workplace
Workplace health promotion has evolved con-
health-promotion strategies into a company’s
ceptually from behavioural prevention programs
corporate plan.
targeting the traditional risk factors into a more
Comprehensiveness: programs must include
holistic and integrative concept through which
individual-directed and environment-directed
workers and management can collectively en-
measures from various fields.
deavour to change the workplace into a health-
promoting setting. Unfortunately, public and many These factors collectively display a clear shift
health practitioners’ perceptions of workplace from the behaviour orientation to a linking of
164 C. Chu et al.

behaviour-related and organization-related Future challenges and priority issues


measures. The world is changing at an ever-increasing pace.
This approach is confirmed by the research It is expected that the globalization of business,
programme of the EFILWC on ‘What Makes technological developments and changes in the
Workplace Health Promotion Work?’ (Wynne, demographic structure of populations, e.g. an
1997). The research programme included ageing workforce or an increased rural to urban
interviews with key players in eight countries migrant workforce, will intensify competition for
(Germany, Greece, Ireland, Italy, the Netherlands, meaningful work, and will lead to different
Spain, Portugal and the UK), a survey of health employment patterns and work conditions, e.g.
practices of more than 1400 companies and 24 increased part-time employment, temporary
case studies of good practice. Wynne further work without long-term job security, and work-
pointed out that the growth of workplace health ing from home. High rates of unemployment will
promotion would require the following: be one of the major global social problems. Until
now, most investment in the health of working
• systematic, pragmatic, problem-focused populations has been targeted at large-scale
approaches; enterprises. However, the increasing importance,
• leaders motivated to implement health- not only for employment but also for national
promoting workplace; stability and economic growth, of informal work
• supportive corporate environments; settings, small-scale and micro-enterprises means
• non-health issues can be important as prompt- a basic shift in focus is necessary. In this regard,
ing factors; the International Forum of the Western Pacific
• systematic approaches that require multi- Region (1996) has suggested that there is an urgent
disciplinary involvement. need for an increase in effort to promote health and
safety for the following workers and workplaces:
In view of the many different variables
involved (level of national development, size of • workers in isolated conditions or areas;
company, industry and economic position, status • migrant workers;
of employees, traditions, culture and professional • small businesses and workplaces;
basis of the key players), further efforts to • rural industry and the informal sector;
disseminate information about workplace health • high-risk industries; and
promotion are essential. In line with the WHO’s • joint-venture businesses.
conception of health promotion, the efficacy of
these efforts will depend on whether workplace
health promotion can be firmly established in An integrated framework for evaluation
strategic decision-making domains. The success and workplace health assessment
of this undertaking will be paramount in As stated previously in this paper, there is a need
counteracting the deterioration of basic health for an integrated, interdisciplinary and multi-
conditions in the world of work (EFILWC, 1997a; sectoral approach that utilizes a problem-solving
EFILWC, 1997b). needs assessment-driven program development,
Prospects for the integration of workplace implementation and evaluation cycle. For this
health promotion into the decision-making approach to be successfully self-administered in
domains are emerging by virtue of the changing the workplaces, there is an urgent need to
management and production strategies includ- develop monitoring and assessment tools that
ing modern approaches to work organization. can guide the conduct of needs assessments,
Although these strategies often exacerbate the program design and evaluation.
level of stress on employees’ health, they none- The evaluation of a comprehensive workplace
theless afford opportunities to combine eco- health-promotion program is necessary but
nomic goals and the health-related concerns of challenging because it involves monitoring and
employees. The reasons why the integration of assessing not only overall health outcomes, but
workplace health promotion is important are also changes in the workplace environment and
therefore twofold: it will help to effectively culture, the effectiveness of different strategies
propagate workplace health promotion; and it and program-specific achievements. There are
will limit the adverse impact of corporate three types of evaluation needed: process, impact
modernization strategies on employees’ health. and outcomes evaluation (Hawe et al., 1990).
Health-promoting workplaces 165

Process evaluation: evaluate the implemen- Table 1 is a framework developed by a Griffith


tation of strategies, e.g. how were the activities University Evaluation Team for outcome
received, how satisfied were the participants, indicator development (Chu et al., 1997).
what is the quality or appropriateness of
the programme delivered, what aspects of
programs need to be improved, and who the Networking the networks and strengthening
programme is reaching. intersectoral partnerships
Impact evaluation: evaluate the immediate As recommended by participants in the WPRO
effects of specific programme activities, e.g. the Regional Workshop, the health-promoting work-
extent of changes to awareness, knowledge, place concept is a useful model to guide action
beliefs, skills, and behaviour of participants, and a comprehensive and pro-active approach
the increase of morale, reduction of salt to workplace health promotion. As such, it is
consumption due to healthy canteen an important investment in a country’s overall
provisions. health and development. However, for this
Outcome evaluation: evaluate the long-term approach to achieve sustainable beneficial results
effects of the overall programme, i.e. the requires relevant bodies to make long-term,
improvement of health and well-being of consistent efforts. Unfortunately, the transitory
workers, the development of a health sup- nature of many governments and companies due
portive and caring workplace culture. In this to restructuring and the electoral process means
regard, it would be useful to develop a set of that continuity of effort is difficult to achieve. What
indicators to collect baselines of workplaces is thus imperative is for international health-
and to assess outcomes. promotion networks to take the initiative in

Table 1: An integrated framework for workplace health assessment

Baseline categories Baseline indicators Data collection technique

Organizational features Workplace culture Worker involvement in Interview


Management style decision-making Observation
Division of labour Communication channels Secondary data
Work group cohesion Power/control versus Focus groups
Worker autonomy responsibility
Shift work Job satisfaction and morale
Award structure Equity issues
Defined career paths Relationship with outside
Workload communities

Physical environment Hygiene and environmental Built environment: lighting, Interview


conditions aesthetics, space, etc. Observation
Hazards exposure (e.g. noise, Secondary data
dust, heat, chemical)

Health and safety data Absenteeism Lost time frequency rate Secondary data
(Industry and workplace Workers comp. Specific OH risk factors
specific) Sick leave OHS mortality and
Injuries and disability morbidity
Health services utilization

Nature of work Work tasks Design of work setting Interview


Routinized activities Ergonomic measures Observation
Manual handling Repetitive motions Secondary data

Demographic, lifestyle Number of workers Socio-economic status Short interview survey


data and worker–client Income Gender, age distribution Secondary data
base Education Tobacco–alcohol use
Ethnicity Nature of client base
166 C. Chu et al.

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