University of Rochester UNIVERSITY RESEARCH … · University of Rochester UNIVERSITY RESEARCH ... nurse who is a certified health and wellness coach, a ... and future needs for master’s

University of Rochester UNIVERSITY RESEARCH AWARD

2017 Guide to Submission

Cover Sheet

Project title: _Rochester Community Wellness Initiative_______________________________

Project period: _X_ July 1, 2017 thru June 30, 2018 (1 fiscal year) or ___ July 1, 2017 thru June 30, 2019 (2 fiscal years)

Resubmission: _X_ No, this a new URA proposal or ___ Yes, this is similar to a prior, unfunded ______ (URA, CTSI, PP, etc.) proposal.

Total funds being requested ($75,000 max): _$74,100__

Pertinent contact information and academic appointment for all collaborators (the first-listed investigator will be primary contact and responsible for communication on behalf of all listed):

Lisa Norsen, PhD, RN, ACNP

Chief Wellness Officer

UR Medicine Center for Employee Wellness

Professor of Clinical Nursing

University of Rochester

School of Nursing

Email: [email protected]

Phone: (585) 273-5713

Elizabeth Anson, MS

Faculty Research Associate


School of Nursing


Phone: (585)275-0507

Holly Lavigne, PhD

Senior Information Analyst


School of Nursing


Phone: (585) 276-7167

mailto:[email protected]



Joyce A. Smith, PhD, RN, ANP

Assistant Professor of Clinical Nursing


School of Nursing


Phone: (585) 276-3405

Becky Lyons

Director, Health & Wellness

Wegmans Food Markets, Inc.


Phone: (585) 429-3754

Trish Kazacos

Registered Dietician Nutritionist

Wegmans Food Markets, Inc.


Phone: (585) 328-2550 x6217





Brief Overview: a non-technical summary of the proposed project (350 words max).

What is it you want to do? Why do you want to do it? How will you do it? What is the expected outcome?

What: The UR Medicine Center for Employee Wellness (CEW) is committed to enhancing the health and well-being of individuals in the Rochester community by providing comprehensive wellness services to employees in local corporations and organizations. For this initiative, the CEW will partner with Wegmans in an innovative wellness offering that focuses on 2 essential components of maintaining health and preventing the genesis of chronic disease: physical activity and nutrition. We will enroll 300 individuals in the CEW Wellness Factor program which is a personalized coaching program offering a custom wellness plan for individuals wanting to improve their health. As part of the program design, we will use accelerometers to track physical activity and quantify progress toward achieving fitness goals. We will collect extensive outcomes data, at multiple points in time. Why: Initiating and maintaining healthy lifestyle choices are essential for good health. This project will contribute to better understanding how to initiate and sustain healthy lifestyle choices. Our purposes are to:

1. Evaluate the effectiveness of a personalized wellness coaching program on improving physical

activity and healthy eating habits.

2. Understand the integration and impact of accelerometer use in an employee based wellness

program.

3. Understand the effect of healthy diet intervention on healthy eating.

4. Evaluate the effectiveness of post-program coaching contacts on sustained behavior change.

In addition, we will amass extensive data on 300 individuals enrolled in the project. This outcomes data will inform our programs in the CEW and will also provide a resource for researchers, epidemiologists, clinicians and scholars interested in community health and wellness. How: The CEW will employ a quasi-experimental design to enroll 300 individuals in this project. The CEW will offer individualized interventions (Wellness Factor Program) focused on healthy behaviors including nutrition and fitness. We will partner with Wegmans to develop group educational programs focused on healthy meals. Outcomes: We expect to gain a better understanding about how to help individuals initiate and maintain healthy lifestyle choices. We will collect outcomes data including physiological measures, psychological measures, health related quality of life, health risk scores, nutrition measures, fitness measures, and motivation to change.


Budget: a detailed description of how much you are requesting, the purposes for which you will use the funds, and justification for each.

Funds may be requested for graduate or undergraduate student stipends, for salary for assistants, for postdoctoral scholars, and/or technical staff. Summer salary support for faculty on 9 month appointments may be requested to the extent that it replaces salary that would be foregone (e.g., from summer teaching).

For each participating faculty member who has external grant support, please list, by grant, the title duration and amount of all active and pending awards, and provide a brief narrative summary (the grant summary may be sufficient). Program Budget Summary This request for funds would support Phase II and Phase III of the initiative, Program Pilot and Associated Program Costs are provided for illustrative purposes.

Program Pilot: This pilot covers the initial development of Fitbit data integration as well as the launch of

incorporating accelerometer data at the initial employer, program completion, and data analysis.

Pilot Cost = $92,550 Pilot Timeline: February 2017 – June, 2017

Pilot - Initial Development and Launch of 1st Client Site

(50 New Enrollees)

Information Technology Development/Integration

Initial review, configuration, and implementation of Fitbit data

$ 9,750

Authorization, configuration setup and deployment

$ 7,600

User interface & display builds

$ 14,650

Outreach Communications

$ 4,500

QA, data feeds, and report development

$ 13,300

Client Support and Maintenance

$ 10,350

Sub-total $ 60,150

Project Coordination & Analysis

Health Project Coordinator

$ 4,950

Sr. Information Analyst

$ 8,350

Information Analyst

$ 3,950

Mileage

$ 450

Sub-total $ 17,700

FitBit Devices (70 @ $80.00/ea) Sub-total $ 5,600

Administration/Operations

Chief Wellness Officer supervision

$ 5,600

Administrative/Operations supervision

$ 3,500

Sub-total $ 9,100

Pilot Phase Sub-Total $ 92,550

Phase II: This phase covers the launch of a 2nd

employer, program completion, and data analysis.

Phase II Cost = $52,800 Phase II Timeline: June, 2017 – January, 2018

Phase II - Launch of 2nd Client Site

(300 New Enrollees)


Health Project Coordinator

$ 4,950


$ 8,350

Information Analyst

$ 5,950

Mileage

$ 450

Sub-total $ 19,700

FitBit Devices (300 @ $80.00/ea) Sub-total $ 24,000



$ 5,600


$ 3,500

Sub-total $ 9,100

Phase II Sub-Total $ 52,800

Phase III: This phase covers ongoing analysis and interpretation for phase I and II participants.

Phase III Cost = $21,300 Timeline: Ongoing with final analysis January, 2018 to June, 2018.

Phase III - Data Analysis and Interpretation



$ 16,750

Sub-total $ 16,750



$ 2,800


$ 1,750

Sub-total $ 4,550

Phase III Sub-Total $ 21,300

Associated Program Costs provided through Center for Employee Wellness programs

These costs include non-incremental services that are provided as part of the Employee Wellness program provided by and funded through Center for Employee Wellness. These costs are not included the program budget above, but are included here for total program illustration purposes. They include:

Biometric Screening and 1:1 Coaching Sessions with Nurse

Personal Health Assessment , Personal and Employer Wellness Portal including individualized personal

health report, customized health and wellness resources, access to articles and educational materials, and

historical biometric data (if applicable).

Lifestyle Management program: one-on-one program designed to match individuals wishing to enhance their

health and wellness with a “team” including a registered nurse who is a certified health and wellness coach, a

nutrition coach and a fitness coach. (Available to individuals who qualify and enroll)

Condition Management Program: one-on-one evidence-based program for individuals with one of 10 most

common chronic diseases structured to assure assessment of need, individualized goal setting and coaching

and achievement of program objectives. (Thompson Health only)

Program operations including; promotion/marketing, targeted outreach, reporting and outcomes analysis, and

program administration.

Thompson Health Program Costs = $125,683 Canandaigua Employer Program Costs:

Biometrics, PHA, Portal, Operations = $150/participant

Wellness Factor Program = $350/participant

Estimated Total (based on up to 300 eligible participants, to be adjusted based on actual eligible)

o Biometrics engagement of 300 individuals = $45,000

o Wellness Factor engagement of 50 individuals = $17,500

o Total = $62,500

Total Associated Program Costs (estimated) = $188,183

Curricula Vitae: résumés (biosketches) for all applicants.

See attached Collaborator CVs

LISA H. NORSEN, PhD, RN, ACNP 29 Dunbridge Hts Fairport, NY 14450 Home: (585) 421-0325

Cell: (585) 750-4007 Business: (585) 275-8853

Email: [email protected] LICENSE Registered by New York State Education Department, Adult Nurse Practitioner F000733-1 (current) PROFESSIONAL EXPERIENCE Academic/ Teaching Current Professor of Clinical Nursing, University of Rochester School of Nursing 2008- 2013 Associate Professor, University of Rochester School of Nursing Rochester, New York 2006- 2008 Assistant Professor, University of Rochester School of Nursing Rochester, New York 1996- 2006 Senior Associate, University of Rochester School of Nursing Rochester, New York Administrative/ Leadership Current Chief Wellness Officer UR Medicine Center for Employee Wellness Responsible for Clinical Programs and Staff: Develop, implement and evaluate clinical programs Oversee clinical staff Position the CEW for national prominence as provider of comprehensive wellness services Assure innovation in program design and wellness initiatives Establish strategic collaborations that support the mission of the CEW Assure financial success of clinical programs Participate in education and research initiatives that align with CEW mission 2012- 2014 Associate Dean for Innovation and Community Outreach Director, Sovie Institute for Advanced Practice, Innovation and Scholarship

Responsible for Center for Nursing Entrepreneurship: Develop and implement strategic initiatives Oversee business operations Oversee clinical programs and services

Assure financial success of Center Identify and develop community and corporate opportunities Develop social entrepreneurship within University and in community

Responsible for Sovie Institute: Oversee practice of advanced practice nurses in the Medical Center Develop collaborative opportunities for advanced practice nurses

Develop and evaluate innovative advanced practice models Assure collaboration and communication between academic and practice partners Enhance opportunities for advanced practice nurses to engage in scholarship and innovation

2006- 2012 Director, Master’s Programs University of Rochester School of Nursing, Rochester, New York

Responsible for administrative oversight both nurse practitioner and leadership programs: Perform systematic reviews of curricula and recommend changes Develop new programs to meet current and future needs for master’s prepared nurses Conduct program evaluations to assure achievement of desired outcomes Develop and implement new marketing strategies to achieve recruitment goals Recruit clinical faculty for programs Provide opportunities for faculty enrichment Assure cost effective management of programs Seek extramural funding to support program development Serve as a faculty resource and mentor Establish interdisciplinary educational opportunities Establish national recognition of programs Participate in strategic planning

1996- 2006 Associate Director for Adult Nursing Services University of Rochester Medical Center Responsible for the administrative oversight of adult inpatient and emergency nursing services: Assure quality of nursing care delivered to patients Develop and evaluate programs to enhance quality and promote safety Develop budgets to meet operating and capital needs Assure compliance with budgets Recruit, orient and mentor nursing leaders Oversee advanced practice nurses Develop collaborative ties across disciplines Lead practice change and innovation Assure compliance with regulatory standards and accepted national standards Promote professional practice standards Clinical 2006- 2011 Nurse Practitioner in Hospital Medicine University of Rochester Medical Center, Rochester, New York 1982-1995 Senior Nurse Practitioner in Surgical Nursing and Cardio-thoracic Surgery

University of Rochester Medical Center, Rochester, New York 1979- 1982 Nursing Practice Coordinator, Nursing Practice Strong Memorial Hospital, Rochester, New York 1977-1979 Staff Nurse, Surgical Intensive Care Unit

Strong Memorial Hospital, Rochester, New York

EDUCATION 2007 PhD University of Rochester Rochester, NY 1993 Post Masters University of Rochester Certificate Rochester, New York 1983 MS University of Rochester Rochester, New York 1977 BSN University of Rochester Rochester, NY PUBLICATIONS Norsen, L., & Spillane, L. (2012). “Partnering in interprofessional education to design simulation programs to promote collaboration and patient safety” Creative Nursing, 12(3), 2109-114. Groth, S, & Kitzman, H, Norsen, L. (2010). Long term outcomes of advanced practice nursing. In: Sullivan-Marx, E (ed) Nurse Practitioners: The Evolution and future of Advanced Practice (5

th edition). Springer, New York.

Kipp, H., Musshafen, L, & Norsen, L. (2009). Inpatient nursing management. In: Bisignano, J (ed) Congestive Heart Failure. Springer, New York. Norsen. L. (1997). The Acute Care Nurse Practitioner: Innovative and Effective Care in the 21st Century. Nursing Roles: Series

on Nursing Administration. Newbury Park, California: Sage Publications. Ackerman, M., Norsen, L., Martin, B., Weidrich, J., & Kitzman, H. (1996). “The development of a model of advanced practice”.

American Journal of Critical Care, 5(1), 68-73. Ackerman, M., Norsen, L., Martin, B., Weidrich, J., & Kitzman, H. (1996). “The Strong Model of Advanced Practice”. Journal of Critical Care. Jan., 26-35. Norsen, L., Quinn, J., & Opladen, J. (1995). "A Collaborative Practice Model". Critical Care Nursing Clinics of North America, March: 7(1), 43-52. King, K., Norsen, L. (1994). “The care/cure, nurse/physician dichotomy doesn’t do it anymore”. Image - The Journal of Nursing

Scholarship, 26(2), 89. Norsen, L. (1992). “Research in clinical practice: The efficacy of imagery and progressive muscle relaxation in the management of postoperative pain”. Strong Nursing, Summer, 4. King, K., Clark, P., Norsen, L., & Hicks, G. (1992). “Coronary artery bypass surgery in older women and men”. American Journal of

Critical Care, 1(2), 28-35. King, K., Norsen, L., & Porter, L. (1992). “Patient perceptions of quality of life after coronary artery surgery: Was it worth it?”

Research in Nursing and Health. 15(5), 327-334. King, K., Reis, H., Porter, L., & Norsen, L. (1992). “Social supports and long term recovery from coronary artery surgery: Effects on

patients and spouses”. Health Psychology. 20, 56-63.

King, K., Norsen, L., Robertson, R., & Hicks, G. (1987). “Patient management of pain medication after cardiac surgery”. Nursing

Research, 36(3), 145-150. Norsen, L., Telfair, M., & Wagner, A. (1986). “Detecting dysrhythmias”. Nursing '86, 16, 314-340. Norsen, L. (1985). “Emergency Drugs - Part II”. Nursing Life, 5, 33-40. Norsen, L. (1985). “Emergency Drugs - Part I”. Nursing Life, 5, 33-40. Hicks, G., Jensen, L., Norsen, L., & Quinn, J. (1985). “Platelet inhibitors and hydroxethyl starch in coronary artery surgery”. Annals

of Thoracic Surgery, 39, 422-426. Norsen, L., & Fox, G. (1985). “Understanding cardiac output and the drugs that affect it”. Nursing '85, 15, 34-42. ABSTRACTS Norsen, L., & King, K. (1986). Patient management of pain medication after cardiac surgery. Circulation Supp., 74, II-291. PRESENTATIONS January, 2016 University of Rochester. Using E-Learning Technologies in the Classroom Rochester, New York. February, 2013 University of Rochester Young Leaders Group. Nursing: “The Profession for the 21

st

Century,” Rochester, New York. September, 2012 National NP/ PA Leadership Conference. “Interprofessional Education and Practice at the the Crossroads. New York , New York. June, 2012 4

th Annual SCORE (Study Coordinators Organization for Research and Education) Half-Day

Workshop. “Health Research Management for the Study Coordinator”, Rochester, New York April, 2011 “An Evaluation of Hand Held Technology in Masters Nursing Education”. National Organization of Nurse Practitioner Faculties Annual Meeting. Albuquerque, New Mexico. February, 2011 “A Qualitative Analysis of an Interdisciplinary Simulation Experience”. American Association of Colleges of Nursing Meeting. Phoenix, Arizona. October, 2009 “A Recipe for Educational and Practice Excellence: An Interdisciplinary NP/GNP Program”.

State Society on Aging (SSA) Conference. Rochester, New York October, 2008 “Interdisciplinary Practice: A Hospital Model”. Collaborating Across Boarders. Minneapolis,

Minnesota. April, 1997 “A Model for Advanced Practice”. Conference on Advances in Delivery of Care. London, England April, 1996 “Advanced Practice in the 21st Century”. Sigma Theta Tau Conference. Rochester, New York

November, 1995 “Advanced Practice”. Acute Care Symposium: Evolving Roles. Chicago, Illinois. April, 1995 “Evaluating the Advanced Practice Role”. Third Annual Consensus Conference. Rochester, New York. April, 1995 “The Advanced Practice Nurse in the Intensive Care Unit”. Poster Presentation. AONE Conference, Seattle Washington. September, 1994 “An Evaluation of the Advanced Practice Nurse in the Surgical Intensive Care Unit”. Advanced Practice Nursing, A Driving Force for the 21st Century, Detroit, Michigan. May, 1994 "Advanced Practice: Structure, Process and Evaluation". National Teaching Institute, Atlanta, Georgia. May, 1994 "The Efficacy of Imagery and Progressive Muscle Relaxation in the Management of Post Operative Pain". International Nursing Research Conference, Vancouver, British Columbia. April, 1994 “Scope of Practice and Standards of Practice”. Western New York Symposium on Advanced Practice, Rochester, New York. April, 1994 "Advanced Practice Nursing". International Cardiology Conference, Moscow, Russia. April, 1993 "Faculty Practice in the Acute Care Setting". National Organization of Nurse Practitioner Faculties, Chicago, Illinois. May, 1991 "Cardiac Surgery". Advanced Cardiac Care Course. Sponsored by the American Heart November, 1986 Association, Genesee Valley Chapter, Rochester, New York. November, 1985 October, 1984 March, 1991 "Cardiac Pacemaker Technology". Oswego Community Hospital, Oswego, New York. September, 1990 "The Role of the Clinical Specialist in Cardiac Surgery". Upstate AORN Chapter, Rochester, New York. October, 1985 "Anatomy and Physiology of the Heart". Basic Arrhythmia Course. Sponsored by the April, 1985

American Heart Association, Genesee Valley Chapter, Rochester, New York. May, 1985 "Nursing Care of the Patient Undergoing Intra-Aortic Balloon Pump Therapy". Critical Care Update.

Sponsored by New York State Critical Care Medicine Society, Rochester, New York. October, 1984 "Basic Arrhythmias". Course Workshop Instructor. Sponsored by the American Heart Association,

Genesee Valley Chapter, Rochester, New York. May, 1984 "Nursing Interventions After Open Heart Surgery". National Nurses Day Scientific Sessions. The

University of Rochester, Rochester, New York. April, 1984 "Nursing Care of the Cardiac Patient Undergoing Non-Cardiac Surgery". Western Regional

Conference of New York State Nurse Anesthetist Association, Buffalo, New York. October, 1983 "Blunt Chest Trauma". Surgical Nursing Seminar, Trauma: Acute Interventions. Sponsored by the

University of Rochester School of Nursing, Surgical Nursing Practice, Rochester, New York.

April, 1983 "Intra-Aortic Balloon Pump". Critical Care Update. Sponsored by the University of Rochester School of Medicine and Dentistry and the School of Nursing, Rochester, New York.

March, 1982 "Cardiac Surgery - An Overview". Eastman Kodak Company, Rochester, New York. AWARDS 2015 University of Rochester School of Nursing, John H Wilder Award 2007 Sigma Theta Tau, Epsilon Xi Chapter, Dissertation Award- National Honor Society of Nursing 2004 Excellence in Leadership Award- Strong Memorial Hospital 1994 Profiled in Pfizer Guide for Nursing Careers 1993 Outstanding Scholarly Practitioner - University of Rochester, School of Nursing, Rochester, New York. 1987 Inducted into Sigma Theta Tau International 1984 Outstanding Nurse of the Year - Strong Memorial Hospital, Rochester, New York. PROFESSIONAL MEMBERSHIPS National Organization of Nurse Practitioner Faculties American Academy of Nurse Practitioners New York State Nurse Practitioner Association American Nurses Association Sigma Theta Tau - Epsilon Xi Chapter RESEARCH ACTIVITIES 2015 Investigator “Evaluating the Behavioral Health Nurse Role in an Acute Rehabilitation Setting”. 2012 Awardee, “Affordable care Act Grants for School Based Health Centers Capital Program”. Awarded By: Health Resources and Services Administration: $475,000. 2011 Awardee, “Affordable care Act Grants for School Based Health Centers Capital Program”. Awarded By: Health Resources and Services Administration: $375,000. 2010 Investigator, “The Effect of Point of Care Technology in Graduate Education”. 2010 Investigator, “Outcomes of Interdisciplinary Simulation in Graduate Education”. 2008 Co-investigator, “Evaluating the Outcomes of Simulation in Undergraduate Nursing Education”. 2007 Principle Investigator, “Outcomes of Practice for Acute Care Nurse Practitioner Models.” 1995 Principle Investigator, “Cognitive Dysfunction and Quality of Life After Cardiac Surgery.”

1994 Principle Investigator, "An Evaluation of the Acute Care Nurse Practitioner Role in the Surgical Intensive Care Unit". 1994 Co-investigator, "An Accelerated Care Program for Cardiac Surgical Patients". Supported by the Innovations in Patient Care Program of the University of Rochester. 1992 Co-investigator, "The Effect of a Weaning Protocol on Outcome of Critically Ill Surgical Patients". Supported by

the Innovations in Patient Care Program of the University of Rochester. 1991 Principle Investigator, "The Efficacy of Imagery and Progressive Muscle Relaxation in Management of

Postoperative Pain". Supported by the Innovations in Patient Care Program of the University of Rochester. 1990 Co-investigator, "The Efficacy of Low Air Loss Beds in the Surgical Intensive Care Unit". Supported by the

Innovations in Patient Care Program of the University of Rochester. 1987 Co-investigator, "Effects of Social Support on Recovery from Heart Surgery". Supported by a grant from the

Department of Health and Human Services. 1986 Co-investigator, "The Effect of Self Medication for Pain Following Cardiac Surgery". Supported by a grant from

Robert Wood Johnson Foundation. 1984 Principle Investigator, "The Evaluation of Nursing Interventions and Their Impact on Discharge Status of

Patients After Open Heart Surgery". The University of Rochester, Rochester, New York. 1983 Unpublished Master's Thesis, The Relationship of a Structured Postoperative Cardiac Rehabilitation Program

and the Employment Status of a Group of Patients After Coronary Artery Bypass Surgery. The University of Rochester, Rochester, New York.

1983 Research Assistant, "Complications of Intra-Aortic Balloon Pump". 1983 Co-investigator, Quality Assurance Study: "Evaluation of Patient Falls". University of Rochester, Rochester,

New York.

CURRICULUM VITAE

Elizabeth A. Anson

OFFICE ADDRESS HOME ADDRESS

University of Rochester 161 Swamp Road

School of Nursing, BOX SON Brockport, New York 14420

601 Elmwood Avenue (585) 737-7216

Rochester, New York 14613

(585) 275-0507

EDUCATION

2006 M.S. University of Rochester

Human Development School of Education &

Human Development

Rochester, New York

1997 B.A. SUNY Geneseo

Psychology Geneseo, New York

1995 A.S. Monroe Community College

Liberal Arts & Sciences Rochester, New York

PROFESSIONAL EXPERIENCE

2008-present Faculty Research Associate

University of Rochester, School of Nursing, Rochester, New York

2010-present Faculty Associate

Arizona State University, College of Nursing & Health Innovation

Phoenix, Arizona

2001 - 2008 Senior Information Analyst


1999 - 2000 Information Analyst


1997 - 1998 Data Control Clerk


AWARDS

2005 - American Public Health Association Annual Meeting, Outstanding Student Papers in Maternal & Child

Health - First Place Award. The Relationship Between Verbal Ability, Maternal Depression and Physically

Aggressive Behavior Among Children.

2005 - University of Rochester, Collier Research Day Mental Health Research Poster Session

First Place Award - Junior Investigators.

2005 - Ellen Rudy Clore Excellence in Research Writing Award, Journal of Pediatric Health Care. The language

of breathlessness: Do families and health care providers speak the same language when describing asthma

symptoms?

RESEARCH EXPERIENCE (Collaborative)

2008 - 2012 Memphis. NIDA. Age 17 Follow-up of Early Preventive Intervention. Research

Associate.

2004 - 2008 Supervision. Centers for Disease Control. A Dynamic Model of Supervision &

Injury Among Children. Senior Information Analyst.

2004 - 2009 Elmira. NIMH. Age 27 Follow-up of Early Preventive Intervention. Senior Information

Analyst.

2003 - 2008 Memphis. NIMH. Age 12 Follow-up of Early Preventive Intervention. Senior

Information Analyst.

2003 - 2007 Asthma. NINR. Parental Illness Representation and Asthma Management. Senior


2002 - 2007 Depression. NIMH. Detection of Depressive Symptoms in Mothers at Well-Baby Visits.

Senior Information Analyst.

2001 - 2004 Injuries. Centers for Disease Control. Socialization Strategy, Temperament, and Childhood

Injuries. Senior Information Analyst.

2000 - 2004 Elmira. NIMH and NICHD. Follow-up of Families in Early Preventive Intervention.

Senior Information Analyst.

1999 - 2001 Memphis. NICHD. Long-term Impact of Home Visitation on Childhood Injuries.


1998 - 2000 Memphis. Smith Richardson Foundation. Longitudinal Follow-up of Subjects Enrolled in

Randomized Trials of Prenatal and Infancy Home Visitation. Information Analyst.

PUBLICATIONS

Sidora-Arcoleo, K., Cole, R., Kitzman, H., Chaudron, L., Luckey, D., Anson, E., Olds, D. (in review). Maternal

depression and nurse home visiting intervention as moderators of the effect of child activity level on unintentional

injuries.

Li, H. Powers, B.A., Melnyk, B.M., McCann, R., Koulouglioti,

C., Anson, E., Smith, J.A.

Xia, Y., Glose, S. & Tu, X. (accepted 2012 RINAH). Randomized Controlled Trial of CARE: An Intervention to

Improve Outcomes of Hospitalized Elders and Family Caregivers.

Kitzman, H., Olds, D., Cole, R., Hanks, C., Anson, E.A., Sidora-Arcoleo, K., Luckey, D., Knudtson, M., Henderson,

C.R. Jr.& Holmberg, J. (2010). Enduring effects of prenatal and infancy home visiting by nurses on children: Follow

up of a randomized trial among children at age12 years. Archives of Pediatrics & Adolescent Medicine, 164(5), 412-

418.

Olds, D.L., Kitzman, H.J., Cole, R.E., Hanks, C.A., Arcoleo, K.J., Anson, E.A., Luckey, D., Knudtson, M.,

Henderson, C.R. Jr., Bondy, J. & Stevenson, A.J. (2010). Enduring Effects of Prenatal and Infancy Home Visiting by

Nurses on Maternal Life Course and Government Spending. Archives of Pediatrics and Adolescent Medicine. 164(5),

419-424.

Eckenrode, J., Campa, M., Luckey, D.W., Henderson, C.R., Cole, R., Kitzman, H., Anson, E.,

Sidora-Arcoleo, K., Powers, J., & Olds, D. (2010). Long-term Effects of Prenatal and Infancy

Nurse Home Visitation on the Life Course of Youths: 19-Year Follow-up of a Randomized Trial. Archives of

Pediatric and Adolescent Medicine,1(1), 9-15.

Chaudron, L.H., Szilagyi, P.G., Tang, W., Anson, E., Talbot, N.L., Wadkins, H.I.M., Tu, X., & Wisner, K.L.

(2010). Accuracy of Depression Screening Tools for Identifying Postpartum Depression Among Urban Mothers.

Pediatrics, 125(3), e609-e617.

Wilde, M. H., Brasch, J., Getliffe, K., Brown, K. A., McMahon, J. Smith, J. A., Anson, E., Tang, W., & Tu, X.

(2010). Study on the use of long-term urinary catheters in community dwelling individuals. Journal of Wound

Ostomy and Continence Nursing. 37(3), 301–310.

Wilde, M. H., Getliffe, K., Brasch, J., McMahon, J., Anson, E., & Tu, X. A new urinary catheter-related quality of

life instrument for adults. Neurourology and Urodynamics (published online Feb.1, 2010).

Cole, R., Koulouglioti, C., Kitzman, H., Sidora-Arcoleo, K. & Anson, E. (2009). Maternal rules , compliance, and

injuries to preschool children. Family & Community Health: The Journal of Health Promotion & Maintenance,

32(2), 136-147.

Tantillo, M., McDowell, S., Anson, E., Taillie, E., & Cole, R. (2009). Combining supported housing and partial

hospitalization to improve eating disorder symptoms, perceived health status, and health related quality of life for

women with eating disorders. Eating Disorders: Journal of Treatment and Prevention, 17(5), 385-399.

Sidora-Arcoleo, K., Anson, E., Lorber, M., Cole, R., Olds, D., Kitzman, H. (2009).

Differential effects of a nurse home visiting intervention on physically aggressive behavior

in children. Journal of Pediatric Nursing, (Published online 12 June 2009).

Carno, M.A., Ellis, E., Anson, E., Kraus, R., Black, J., Short R. & Connolly, H.V. (2008) Symptoms of Sleep

Apnea and Polysomnography as Predictors of Poor Quality of Life in Overweight Children and Adolescents.

Journal of Pediatric Psychology 33(3):269-278.

Sidora-Arcoleo, K., Yoos, H.L., Kitzman, H., McMullen, A., Anson, E. (2008).

Don’t ask, don’t tell: Parental nondisclosure of complementary and alternative medicine

and over-the-counter medication use in children’s asthma management. Journal of

Pediatric Health Care, 22(4): 221-229.

McMullen, A., Yoos, H. L., Anson, E., Kitzmann, H., Halterman, J. S., & Arcoleo, K. S. (2007). Asthma care of

children in clinical practice: Do parents report receiving appropriate education? Pediatric Nursing, 33(1), 37-44.

Olds, D. L., Kitzman, H., Hanks, C., Cole, R., Anson, E., Sidora-Arcoleo, K., et al. (2007). Effects of nurse home

visiting on maternal and child functioning: Age-9 follow-up of a randomized trial. Pediatrics, 120(4), 832-845.

Peterson-Sweeney, K., McMullen, A., Yoos, H. L., Kitzmann, H., Halterman, J. S., Arcoleo, K. S., & Anson, E.

(2007). Impact of asthma education received from health care providers on parental illness representation in

childhood asthma. Research in Nursing & Health, 30(2), 203-212.

Yoos, H. L., Kitzman, H., Henderson, C., McMullen, A., Sidora-Arcoleo, K., Halterman, J. S., & Anson, E. (2007).

The impact of the parental illness representation on disease management in childhood asthma. Nursing Research,

56(3), 167-174.

Chaudron, L. H., Kitzman, H. J., Szilagyi, P. G., Sidora-Arcoleo, K., & Anson, E. (2006). Changes in maternal

depressive symptoms across the postpartum year at well child care visits. Ambulatory Pediatrics, 6(4), 221-224.

Giannandrea, S., Chaudron, L., Wadkins, H., Anson E, Sidora-Arcoleo, K., & Kitzman, H. (2006). Reproductive

losses and perinatal depression. American Psychiatric Association, 55, 2-3.

Halterman, J. S., Yoos, H. L., Kitzman, H., Anson, E., Sidora-Arcoleo, K., & McMullen, A. (2006). Symptom

reporting in childhood asthma: A comparison of assessment methods. Archives of Disease in Childhood, 91(9),

766-770.

Yoos, H. L., Kitzman, H., McMullen, A., Sidora-Arcoleo, K., & Anson, E. (2005). The language of breathlessness:

Do families and health care providers speak the same language when describing asthma symptoms? Journal of

Pediatric Health Care, 19(4), 197-205.

PRESENTATIONS AND INVITED ADDRESSES (Independent & Collaborative)

Anson, E., Feng, J.Y., Cole, R., Koulouglioti, C., Kitzman, H., & Sidora-Arcoleo, K. “Self-Regulation: Context

and Gender Differences.” Society for Research in Child Health & Development Annual Meeting, Boston, MA,

March 2007.

Anson, E., Cole, R., Kitzman, H., Sidora-Arcoleo, K., & Olds, D. “The Development of Physical Aggression:

Examining the Relationship with Language.” American Public Health Association Annual Meeting, Philadelphia,

PA, November, 2007.

Anson, E., Cole, R., Kitzman, H., Sidora-Arcoleo, K., & Koulouglioti, C. “Physical Aggression & Language:

Examining Gender & Racial Differences.” American Public Health Association Annual Meeting, Philadelphia, PA,

November, 2007.

Anson, E., Cole, R., Kitzman, H., Sidora-Arcoleo, K., & Chaudron, L. “The Relationship Between Maternal

Depression, Verbal Ability and Physical Aggression Among Children.” American Public Health Association

Annual Meeting, Philadelphia, PA, December, 2005.

Anson, E., Cole, R., Kitzman, H., Sidora-Arcoleo, K., & Chaudron, L. “The Relationship Between Maternal

Depression, Verbal Ability and Physical Aggression Among Children.” National Injury Prevention and Control

Conference, Denver, CO, May, 2005.

Anson, E., Sidora-Arcoleo, K., Yoos, L. Kitzman, H., Anson, E., McMullen, A. “The Language of Breathlessness,

Parent and Child Report of Asthma Symptoms.” American Thoracic Society, San Diego, CA, 2005.

Wilde, M. H., Brasch, J., Getliffe, K., McMahon, J., Anson, E., Tu, X. “A new catheter-related quality of life

instrument for long-term urinary catheter users.” International Continence Society Meeting, San Francisco, CA,

September 2009.

Wilde, M. H., Brasch, J., Getliffe, K., Brown, K., McMahon, J., Smith, J.A., Tang, W., Anson, E. & Tu, X.

“Prospective Study of Long-term Urinary Catheter Use.” International Continence Society Meeting, San Francisco,

CA, September 2009.

Cole, R., Koulouglioti, C., Kitzman, H., Arcoleo, K., Anson, E. “Rules, compliance and injuries to preschool

children.” American Public Health Association Annual Meeting, Philadelphia, PA, November, 2007.

Cole, R., Koulouglioti, C., Kitzman, H., Anson, E., Arcoleo, K., Moskow, M., Nelson, D. “Maternal Rules, Child

Compliance and Injuries to Preschool Children.” American Public Health Association Annual Meeting,

Philadelphia, PA, November, 2007.

Cole, R., Kitzman, H., Sidora-Arcoleo, K., Anson, E., Koulouglioti, C., Groth, S., Feng, Y., Moskow, M.

“Socialization Strategies, Behavioral Compliance and Childhood Injuries.” National Injury Prevention and Control

Conference, Injury and Violence in America: Meeting Challenges, Sharing Solutions, Denver, CO, May, 2005.

Cole, R., Koulouglioti, C., Kitzman, H. Sidora-Arcoleo, K., Anson, E. “Supervision, Temperament and Childhood

Injuries.” American Public Health Association.33rd Annual Meeting & Exposition, Philadelphia, PA,

December, 2005.

Koulouglioti, C., Cole, R., Kitzman, H., Sidora-Arcoleo, K., & Anson, E. “Routines of daily living as a moderator

of childhood injuries.” Annual Meeting of American Public Health Association, Philadelphia PA, December, 2005.

Sidora, K., Cole, R., Kitzman, H., Chaudron, L., Luckey, D., Anson, E., Olds, D. “The Interaction of Maternal

Depression, Child Activity Level and Nurse Home Visiting Services on Childhood Unintentional Injuries.” Collier

Research Day Mental Health Research Poster Session, March, 2005.

Sidora-Arcoleo, K., Yoos, L. Kitzman, H., Anson, E., McMullen, A. “Parental Disclosure of Complementary and

Alternative Medicine Use in Children with Asthma.” American Thoracic Society, San Diego, CA, May 2005.

Sidora-Arcoleo, K., Yoos, L. Kitzman, H., Anson, E., McMullen, A. “Ethnic & Sociodemographic Differences in

Complementary & Alternative Medicine Use Among Children with Asthma.” American Thoracic Society, San

Diego, CA, May 2005.

Sidora-Arcoleo, K., Cole, R., Kitzman, H., Anson, E. “Congruence Between Maternal Report and Medical Record

Abstraction of Childhood Injuries.” National Injury Prevention and Control Conference, Denver, CO, May, 2005.


Depression, Child Activity Level and Nurse Home Visiting Services on Childhood Unintentional Injuries.”

American Public Health Association Annual Meeting Scientific Poster Session, Washington, DC, November, 2004.


Depression, Child Activity Level and Nurse Home Visiting Services on Childhood Unintentional Injuries.” Collier

Research Day Mental Health Research Poster Session, March, 2004.

Sidora, K., Voter, K., Yoos, L., McMullen, A., Kitzman, H., Anson, E. “Are Predicted Peak Flow Values

Adequate to Estimate a Child’s Measured Personal Best Peak Flow?” Eric Gardner Conference, October, 2003.

COMMUNITY SERVICE

1995 - 1999 Compeer – Rochester Psychiatric Center, John Romano Community Residence

CONSULTATIONS

2004 - 2005 Hillside Families of Agencies - Statistical Consultation & Introduction to SPSS

CURRICULUM VITA

HOLLY McGREGOR LAVIGNE Also Published as Holly A. McGregor

485 Rockingham St.

Rochester, NY 14620


EDUCATION

1995 B.S., Psychology, University of Arizona, Tucson, AZ

1999 M.A., Psychology, University of Rochester, Rochester, NY

2003 Ph.D., Social Psychology, University of Rochester, Rochester, NY

RESEARCH AND EMPLOYMENT POSITIONS

2015 – Present Senior Information Analyst, Research Facilitation Group, School of

Nursing, University of Rochester, Rochester, NY

2013 – Present Owner and Senior Research Analyst, MacLav Evaluation, Research, and

Consulting, Rochester, NY

2009 – 2012 Research Assistant Professor, Department of Medicine, University of

Rochester, Rochester, NY

2005 – 2009 Senior Research Analyst/Research Manager. Institute for Research and

Reform in Education, Philadelphia, PA

2004 – 2005 Project Director, Smokers’ Health Project – Self-determination and

Maintaining Tobacco abstinence, University of Rochester, Rochester, NY

2002 – 2005 Research Coordinator, Data Analyst, Smokers' Health Study,

University of Rochester, Rochester, NY

2001 – 2003 Research associate/Data analyst, Diabetes Management Study

University of Rochester, NY

2001 – 2003 Tobacco Outcomes Manager, Tobacco Dependence Workgroup,

Behavior Change Consortium, National Institutes of Health

CONSULTING POSITIONS

2009 – present Research Associate, Department of Clinical and Social Psychology,

University of Rochester, Rochester NY

2012 – 2013 Research Outcomes Consultant, Healthy Living Center, Center for

Community Heath, University of Rochester, Rochester, NY

2007 – 2009 Research and Evaluation Consultant. Youth Development Evaluation

Alliance, Olathe, KS

2007 – 2009 Research and Statistical Consultant. Folkstone: Evaluation Anthropology,

Albuquerque, NM.

2007 – 2009 Co-Investigator, New Mexico Math-Science Partnership Impact Evaluation.

Youth Development Evaluation Alliance. Olathe, KS.

2006 – 2007 Research Analyst/Psychometric Consultant, Healing the Heart of Diversity:

Socio-Cultural Identification Process Tool. Roanoke, VA

2004 – 2005 Project Director, Smokers’ Health Project – Self-determination and

Maintaining Tobacco abstinence, University of Rochester, Rochester, NY

2003 – 2005 Tobacco Outcomes Manager/Program Evaluation, Greater

Rochester Area Smoking Prevention Project, University of

Rochester/Monroe County Department of Health, Rochester, NY

AWARDS

Helen H. Nowlis Award for Excellence in Teaching, Department of Clinical and Social

Sciences in Psychology, University of Rochester, awarded Fall 2000

Alfred Baldwin Award for Excellence in Research, Department of Clinical and Social

Sciences in Psychology, University of Rochester, awarded Fall 2001

PUBLICATIONS

Williams, G. C., Patrick, H., Niemiec, C. P., Ryan, R. M., Deci, E. L., & Lavigne, H. M. (2011). The

Smoker's Health Project: A Self-Determination Theory intervention to facilitate maintenance of

tobacco abstinence. Contemporary Clinical Trials,32(4), 535-543. PMC 3162229.

Moore, W., McGregor, H. & Newbill, S (2009). Investing in Teacher Capacity: Results from the Impact

Evaluation of the New Mexico Math-Science Partnership. Kansas City, MO: Youth Development

Evaluation Alliance.

Newbill, S. & McGregor, H. (2009). American Encounters: Teaching American History Project; Gallup –

McKinley County Schools and American University Outcome Evaluation Report. Albuquerque,

NM: Folkstone: Evaluation Anthropology.

Newbill, S. & McGregor, H. (2008). Carol M. White PEP Project Gallup – McKinley County Schools:

Summative Evaluation Report. Albuquerque, NM: Folkstone: Evaluation Anthropology.

Newbill, S. & McGregor, H. (2008). New Mexico Even Start Family Literacy Program Gallup –

McKinley County Schools: Summative Evaluation Report. Albuquerque, NM: Folkstone:

Evaluation Anthropology.

Yaroch, A., Nebling, L., Thompson, F, Hurley, T., Hebert, J., Toobert, D., et. al. (2008). Baseline design

elements and sample characteristics for seven sites participating in the Nutrition Working Group

of the Behavior Change Consortium [Supplement]. The Journal of Nutrition, 138 (1S), 185S-

192S.

Greene, G., Nebeling, L., Greaney, M., Lindsay, A., Hardwick, C., Toobert, D., et. al (2007). A

Qualitative Study of a Nutrition Working Group. Health Promotion Practice 8(3) 299-306.

Williams, G., Lynch, M., McGregor, H., Ryan, R., Sharp, D., & Deci, E. (2006). Validation of the

‘Important Other” Climate Questionnaire: Assessing Autonomy Support for Health-Related

Change. Families, Systems, & Health 24(2) 179-194

Williams, G., McGregor, H., Sharp, D., Kouides, R., Levesque, C., Ryan, R., & Deci, E. (2006). A Self-

determination Multiple Risk Intervention Trial to Improve Smokers Health. Journal of General

Internal Medicine 21(12), 1288-1294.

Williams, G., McGregor, H., Sharp, D., Kouides, R., Levesque, C., Ryan, R., & Deci, E. (2006). Testing a Self-Determination Theory Intervention for Motivating Tobacco Cessation: Supporting Autonomy and Competence in a Clinical Trial. Health Psychology, 25(1), 91-101.

McGregor, H. & Elliot, A (2005). The shame of failure: Exploring the relationship between fear of failure

and shame. Personality and Social Psychology Bulletin, 31(2), 218-231.

Williams, G.C., McGregor, H.A., Borrelli, B., Jordan, P.J., Nigg, C.R., Backinger, C. (2005). Measuring

tobacco dependence treatment outcomes: A perspective from the behavior change consortium.

Annals of Behavioral Medicine, 29 (2 Suppl), 11-19.

Williams, G., McGregor, H., King, D., Nelson, C. & Glasgow, R. (2005).Variation in perceived

competence, glycemic control, and patient satisfaction: relationship to autonomy support from

physicians. Patient Education and Counseling (in press).

Williams, G., McGregor, H., Zeldman, A., Freedman, Z., Deci, E., & Elder, D. (2005). Promoting

Glycemic Control Through Diabetes Self-Management: Evaluating a Patient Activation

Intervention. Patient Education and Counseling, 56(1), 28-34.

Williams, G., McGregor, H., Zeldman, A., Freedman, Z., & Deci, E. (2004). Testing a Self-Determination Theory Process Model for Promoting Glycemic Control Through Diabetes Self-Management. Health Psychology, 23, 58-66.

Gramzow, R. H., Elliot, A. J., Asher, E., & McGregor, H.A. (2003). Self-evaluation bias and academic performance: Some ways and some reasons why. Journal of Research in Personality, 37, 41-61.

McGregor, H., & Elliot, A. (2002). Achievement goals as predictors of achievement-relevant processes

prior to task engagement. Journal of Educational Psychology, 94, 381-395.

Elliot, A., & McGregor, H. (2001). A 2 x 2 achievement goal framework. Journal of Personality and

Social Psychology, 80, 501-519.

Elliot, A., McGregor, H., & Thrash, T. (2000). The need for competence. In: E. Deci & R. Ryan (Eds.),

Handbook of Self-determination Theory (pp. 361-387). Rochester, NY: University of Rochester

Press.

Elliot, A., Faler, J., McGregor, H., Campbell, K., Sedikides, C., & Harackiewicz, J. (2000). Competence

valuation as a strategic intrinsic motivation process. Personality and Social Psychology Bulletin,

26, 780-794.

Sheldon, K., & McGregor, H. (2000). Extrinsic value orientation and “the tragedy of the commons”.

Journal of Personality, 68, 383-411.

Elliot, A., & McGregor, H. (1999). Test anxiety and the hierarchical model of approach and avoidance

achievement motivation. Journal of Personality and Social Psychology, 76, 628-644.

Elliot, A., McGregor, H., & Gable, S. (1999). Achievement goals, study strategies, and exam

performance: A mediational analysis. Journal of Educational Psychology, 91, 549-563.

Lieberman, J., Solomon, S., Greenberg, J., & McGregor, H. (1999). A hot new way to measure

aggression: Hot sauce allocation. Aggressive Behavior, 25, 331-348.

McGregor, H., Lieberman, J., Greenberg, J., Solomon, S., Arndt, J., Simon, L., & Pyszczynski, T. (1998).

Terror management and aggression: Evidence that mortality salience motivates aggression against

worldview-threatening others. Journal of Personality and Social Psychology, 74, 590-605.

Harmon-Jones, E., Simon, L., Greenberg, J., Pyszczynski, T., Solomon, S., & McGregor, H. (1997).

Terror management theory and self-esteem: Evidence that increased self-esteem reduces mortality

salience effects. Journal of Personality and Social Psychology, 72, 24-36.

INVITED PAPERS

Elliot, A., & McGregor, H. Performance-approach goals: Conceptual and empirical issues. Paper

presented at the American Educational Research Association, New Orleans, April, 2000.

PAPER PRESENTATIONS

Williams, GC, Lavigne, HM, Patrick H, Ryan RM, & Deci EL. Testing a Self-Determination Theory and

Public Health Service motivation enhancement for maintaining tobacco abstinence. Society for

Research on Nicotine and Tobacco’s Annual Conference, February, 2011).

Williams GC, McGregor HA, Levesque C, Sharp D, Ryan RM, Deci EL. Motivating Tobacco Cessation:

Supporting Autonomy and competence in a Clinical Trial. 2nd

Self-Determination Conference

University of Ottawa, May, 2004.

Farmakidis, C, McGregor, H, Kafatos, A, Markakis K, Williams, GC. A comparison of brief tobacco

dependence treatment counseling in medical students in Rochester, NY and Iraklion, Crete.

Society for Research on Nicotine and Tobacco Annual Meeting February 18-21, 2004. Scottsdale,

Arizona.

Williams, GC, Levesque C, McGregor HA, Minicucci DS, Kouides RM, Ryan RM, Deci EL. Facilitating

self-determined tobacco dependence cessation. Society for Research on Nicotine and Tobacco

Annual Meeting February 18-21, 2004. Scottsdale, Arizona.

Williams, GC, Levesque C, McGregor HA, Minicucci DS, Kouides RM, Ryan RM, Deci EL. The role of

autonomy and competence in tobacco dependence treatment. Society for Research on Nicotine and

Tobacco Annual Meeting February 20-23, 2003. New Orleans, LA.

McGregor, H., & Elliot, A. Shamed after failure: A test of the fear of failure – shame connection. Paper

presented at the Society of Personality and Social Psychology, San Antonio, TX, 2001.

McGregor, H., & Elliot, A. Cognitive and affective appraisals in exam preparation as a function of

achievement goals. Paper presented at the Society of Personality and Social Psychology,

Nashville, TN, 2000.

McGregor, H., & Elliot, A. Shame-proneness, guilt-proneness, and achievement goal adoption in the

college classroom. Paper presented at the American Psychological Society, Denver, CO, June,

1999.

Curriculum Vitae

Joyce Ann Smith, PhD, RN, ANP 255 Crittenden Rd.

Rochester, NY 14642 585-276-3405

fax: 585-276-0223

Education 2013 PhD, Health Practice Research, University of Rochester, Rochester, NY 2008 MS, nursing, University of Rochester, Rochester, NY 2005 BS, nursing, Cedar Crest College, Allentown, PA 2000 AAS, digital media, Warren County Community College, Washington, NJ 1988 MS, computer science, Loyola College, Baltimore, MD 1978 BS, biology and psychology, Loyola College, Baltimore, MD

Licenses and Certifications

ANP, New York, expires 9/2017 RN, New York, expires 9/2019

Professional Experience 2013-present Assistant Professor of Clinical Nursing, University of Rochester School of Nursing, Rochester, NY 2006-2013 Senior Information Analyst, University of Rochester School of Nursing, Rochester, NY 2005-2006 Staff nurse, Strong Memorial Hospital, Rochester, NY 1993-2005 Research Associate, University of Medicine and Dentistry of New Jersey, Newark, NJ 1985-1993 Research Associate, University of Maryland at Baltimore, Baltimore, MD 1980-1985 Research Assistant, Kennedy Institute, Baltimore, MD

Research Experience Senior Information Analyst, “Age-17 Follow-up of Home Visiting Intervention”, (50% effort), David L. Olds/Harriet

Kitzman, PIs, [NIDA], 2008-2016. Senior Information Analyst, “Determination of Usual/Customary Rates”, (50% effort), Irena Pesis-Katz, PI, [New

York State OAG], 2010-2011. Consultant, “Numerical and Empirical Investigations of Automotive Related Aortic Injury”, (20% effort), John H.

Siegel, PI, [NHTSA], 2006-2010. Co-Investigator/Project Coordinator, “Crash Injury Research and Engineering Network (CIREN) – New Jersey

Trauma Center”, (100% effort), John H. Siegel, PI, [NHTSA], 2000-2005. Co-Investigator, “A Canine Model of Hypovolemic Oxygen Debt Shock”, (50% effort), John H. Siegel, PI,

[Somatogen, Inc.], 1993-2000. Research Associate, “Insulin Resistance in Sepsis”, (100% effort), Thomas C. Vary, PI, [NIGMS], 1986-1988. Research Assistant, “Toxic Interaction of Trace Metals in Children”, (100% effort), J. Julian Chisolm, PI, [National

Center for Research Resources], 1980-1985.

Publications

Articles Enoch, M.-A., Kitzman, H., Smith, J.A., Anson, E., Hodgkinson, C.A., Goldman, D., and Olds, D.L. A prospective

cohort study of influences on internalizing and externalizing behaviors across childhood. Journal of the American Academy of Child and Adolescent Psychiatry, 55(5):376-382 (2016).

Lowey, S.E., Smith, J.A., Xue, Y., and Powers, B.A. Opioid use in the last year of life among Medicare

beneficiaries with advanced illnesses: A retrospective cohort study. Journal of Hospice and Palliative Nursing, 17(3): 242-248 (2015).

Olds, D.L., Kitzman, H., Knudtson, M.D., Anson, E., Smith, J.A., and Cole, R. Reduced maternal and child mortality

following home visiting by nurses: Results of a two-decade follow-up of a randomized controlled trial. JAMA Pediatrics, 168(9): 800-806 (2014).

Herendeen, P.A., Blevins, R., Anson, E., and Smith, J. Barriers to and consequences of mandated reporting of

child abuse by nurse practitioners. Journal of Pediatric Healthcare, 28(1):e1-e7 (2014).

Xue, Y., Smith, J., Freund, D.A., and Aiken, L.H. Supplemental nurses are just as educated, slightly less experienced, and more diverse compared to permanent nurses. Health Affairs, 31(11): 2510-2517 (2012).

Smith, J.A., Wilde, M., & Brasch, J. Internet recruitment and retention for a 6 months’ longitudinal study. Journal of

Nursing Scholarship, 44(2): 165-170 (2012). Belwadi, A., Siegel, J.H., Singh, A., Smith, J.A., Yang, K.H, & King, A.I. Finite element aortic injury reconstruction

of near side lateral impacts using real world crash data. Journal of Biomechanical Engineering, 134(1):011006 (2012).

Siegel, J.H., Belwadi, A., Smith, J.A., Shah, C., & Yang, K. Analysis of the mechanism of lateral impact aortic

isthmus disruption in real-life motor vehicle crashes using a computer-based finite element numeric model with simulation of prevention strategies. Journal of Trauma-Injury Infection & Critical Care, 68(6): 1375-1395 (2010).

Wilde, M.H., Brasch, J., Getliffe, K., Brown, K.A., McMahon, J.M., Smith, J.A., Anson, E.A., Tang, W., & Tu, X.

Study on the use of long-term urinary catheters in community-dwelling individuals. Journal of Wound, Ostomy and Continence Nursing, 37:301-310 (2010).

Siegel, J.H., Yang, K.H., Smith, J.A., Siddiqi, S.Q., Shah, C., Maddali, M., and Hardy, W. Computer simulation and

validation of the Archimedes lever hypothesis as a mechanism for aortic isthmus disruption in a case of lateral impact motor vehicle crash: a Crash Injury Research Engineering Network (CIREN) study. Journal of Trauma-Injury Infection & Critical Care, 60(5):1072-1082 (2006).

Smith, J.A., Siegel, J.H., and Siddiqi, S.Q. Spine and spinal cord injury in motor vehicle crashes: A function of change in velocity and energy dissipation on impact with respect to the direction of crash. Journal of Trauma-Injury Infection & Critical Care, 59(1):117-131 (2005).

Siegel, J.H., Smith, J.A., and Siddiqi, S.Q. Change in velocity and energy dissipation on impact in motor vehicle

crashes as a function of the direction of crash: Key Factors in the production of thoracic aortic injuries, their pattern of associated injuries and patient survival. Journal of Trauma-Injury Infection & Critical Care, 57(4):760-778 (2004).

Siegel, J.H., Fabian, M., Smith, J.A., Kingston, E.P., Steele, K.A., and Wells, M.R. Oxygen debt criteria quantify the

effectiveness of early partial resuscitation after hypovolemic hemorrhagic shock. Journal of Trauma-Injury Infection & Critical Care. 54(5):862-880 (2003).

Siegel, J.H., Smith, J.A., Tenenbaum, N., McCammon, L, Siddiqi, S., Presswalla, B., Pierre-Louis, P., Williams, A.W., Zaretski, L.L., Hutchins, K.D., Perez, L., Shaikh, J., and Natarajan, G. Deceleration energy and change in velocity on impact: Key factors in fatal versus potentially survivable motor vehicle crash (MVC) aortic injuries (AI): The role of associated injuries as determinants of outcome. Annual Proceedings/Association for the Advancement of Automotive Medicine. 46:315-338 (2002).

Siegel, J.H., Fabian, M., Smith, J.A., and Costantino, D. The use of recombinant hemoglobin solution in reversing

lethal hemorrhagic hypovolemic oxygen debt shock. Journal of Trauma 42(2):199-212 (1997). Vary, T.C., Siegel, J.H., Tall, B.D., Morris, J.G., and Smith, J.A. Inhibition of skeletal muscle protein synthesis in

septic intra-abdominal abscess. Journal of Trauma 28(7):981-988 (1988). Book Chapters Siegel, J.H. and Smith, J.A. “Coklu Travma (Multiple Trauma in the Motor Vehicle Era)” IN: Temel Cerrahi, Sayek,

ed., Gunrd Tip Kitabevleri Ltd (2013), pp. 383-406 [Turkish]. Siegel, J.H., Fabian, M., Smith, J.A., and Costantino, D. “Human Recombinant Hemoglobin as a Safe and Effective

Mode of Volume Replacement in a Canine Model of Hemorrhagic Hypovolemic Oxygen Debt Shock.” IN: Red Blood Cell Substitutes, Rudolph, Rabinovici and Feuerstein, eds. Marcel Dekker (1997) pp. 119-164.

Research Presentations (Refereed)

Hauenstein, E., Chen, D-G., and Smith, J.A. “Childhood Adversity, Inflammation, and Illness in Mid-Life Adults”.

Podium presentation (EH) at the Eastern Nursing Research Society 27th Annual Scientific Sessions,

Washington, DC (April 2015).

Smith, J.A., Pesis-Katz, I., Cai, X., Powers, B.A., and Markman, J. “The Impact of Smoking on the Probability and

Amount of Opioids Prescribed for Low Back Pain” Poster presentation at the Eastern Nursing Research

Society 26th Annual Scientific Sessions, Philadelphia, PA (April 2014).

Pesis-Katz, I., Smith, J.A., and Norsen, L. “What Can Predict Enrollment in Health Promoting Activities of Complex

Condition Management?” Podium presentation (IPK) at the Eastern Nursing Research Society 26th Annual

Scientific Sessions, Philadelphia, PA (April 2014).

Lowey, S.E., Xue, Y., Smith, J.A., and Powers, B.A. “Differences in Healthcare Utilization and Opioid Use in the

Last Year of Life Among Medicare Beneficiaries with Advanced Illnesses.” Podium presentation (SEL) at

Eastern Nursing Research Society 25th Annual Scientific Sessions, Boston, MA (April 2013).

Lowey, S.E., Smith, J.A., Xue, Y., and Powers, B.A. “Opioid Use During the Last Year of Life Among Older Adults

with Advanced Illnesses.” Poster presentation at Gerontological Society of America 65th Annual Scientific

Meeting, San Diego, CA (November 2012).

Pesis-Katz, I., Smith, J.A., Cai, X., and Tuttle, J. “Nurse Practitioners’ Independent Billing and Economic Implications for the Healthcare System.” Podium presentation (IPK) at APHA 140

th Annual Meeting, San

Francisco, CA (October 2012). Pesis-Katz, I., Smith, J.A., Cai, X., and Tuttle, J. “Potential Healthcare System Cost-Savings Through Independent

Billing by Nurse Practitioners.” Poster presentation at Academy Health Annual Research Meeting, Orlando, FL (June 2012).

Pesis-Katz, I., Glance, L., Cai, X., Smith, J.A., and Mukamel, D. “Premium Pay for Premium Quality?: Examining

the Association Between Quality of Care Information in the NYS Cardiac Surgery Reports and Negotiated Prices with Insurance Plans.” Podium presentation at IHEA 8

th Global Congress, Toronto, Canada (2011).

Smith, J.A. “A Revision of the Family Role Rewards Scale.” Poster presentation at Collier Research Day,

Department of Psychiatry, University of Rochester, Rochester, NY (2009). Smith, J.A., Siegel, J.H., and Siddiqi, S.Q. “Spine and Spinal Cord Injury in Motor Vehicle Crashes: A Function of

Change in Velocity and Energy Dissipation on Impact with Respect to the Direction of Crash.” Poster presentation at Safety 2004, Vienna, Austria (2004).

Siegel, J.H., Fabian, M., and Smith, J.A. “Use of recombinant hemoglobin solution in resuscitation from

hemorrhagic hypovolemic oxygen debt shock.” Poster presentation at Fourth International Congress on the Immune Consequences of Trauma, Shock and Sepsis, Orlando, FL (1997).

Smith, J.A., Siegel, J.H., Jawor, D., and Malcolm, D. “TNF enhances the skeletal muscle metabolic response to systemic inflammation.” Poster presentation at Thirteenth Annual Conference on Shock Durango, CO (1990).

Honors and Awards Sigma Theta Tau Service Award (2013). Supporting Providers in Comparative Effectiveness (SPICE) Fellowship (2011). Rochester Academy of Medicine Community and Preventive Medicine Award in Honor of Dr. Robert L. Berg for

original paper entitled “Lead Poisoning in Children: Still an Issue?” (2009)

Academic Service

Spring 2009. Teaching Assistant for SAS laboratory component of NUR 545, under Dr. Ying Xue Spring 2011. Teaching Assistant for SAS laboratory component of NUR 545, under Dr. Ying Xue Spring 2012. Teaching Assistant for SAS laboratory component of NUR 545, under Dr. Ying Xue Spring 2013. Teaching Assistant for SAS laboratory component of NUR 545, under Dr. Ying Xue Fall 2013. Teaching Assistant for NLX 466, under Dr. Irena Pesis-Katz Spring 2014. Co-Instructor, SAS laboratory component of NUR 545, under Dr. Ying Xue Spring 2014. Teaching Assistant for NLX 471, under Dr. Irena Pesis-Katz Spring 2014. Master’s Thesis Reader for Mindy Hoftender (Warner School of Education) Spring 2015. Co-Instructor, SAS laboratory component of NUR 545, with Dr. Ying Xue Summer 2016. Co-Instructor, NLX 471, with Dr. Irena Pesis-Katz

Community Service

Spring 2013. Rochester Area United Way Day of Caring at VOA Children’s Center Spring 2014. Rochester Area United Way Day of Caring at Mercy Prayer Center Spring 2015. Rochester Area United Way Day of Caring at Mercy Prayer Center

Membership

Sigma Theta Tau, International Nursing Honor Society. Eastern Nursing Research Society (ENRS). Beta Beta Beta, International Biological Sciences Honor Society. Mensa, International High IQ Society.

Becky Lyons, MS, SPHR 137 Shelbourne Road

Rochester, New York 14620

(585) 694-4030 (cell)

[email protected]

Professional Summary:

Human Resources professional with fifteen years of progressive experience in employee

benefits administration, compliance and plan design. Background includes:

Cost Benefit Analysis

Strategic Planning

Budget Development and

Management

Project Planning and

Implementation

Change Management

Problem Solving

Relationship Building

Managing and Developing

Others

Professional

Experience:

Wegmans Food Markets, Inc., Rochester, New York February 1994 - Present

Director, Health and Wellness

Facilitate and participate on cross functional teams to develop compensation

strategies for new lines of business, as well as for various employee populations.

Oversee health and wellness budget of over $115 million, including development

of budgets, monitoring actual performance against budget projections and

identification and explanation of significant variances.

Partner with Employee Communications department to announce plan design

changes, and to provide employees with ongoing plan information and education.

Responsible for managing team of Project Managers, Analysts, and Wellness team

members, as well as multiple contractors and consultants.

Represents Wegmans & the employer community in industry groups and

professional organizations

Speaks regularly at healthcare related meetings and conferences (i.e. National

Business Group on Health, Healthcare Congress, etc.)

Manager, Health Care Design and Wellness

Evaluate and recommend plan design changes to senior leadership, to align health

care plan design with total compensation strategy and corporate priorities.

Oversee implementation of agreed upon plan changes, including partnering with

Employee Relations staff to plan for change management related to benefit

changes.

Assess plan data, to identify trends and opportunities for plan design intervention.

Partner with Wegmans Pharmacists and Nutritionists to drive development and

measurement of programs to address employee health.

Monitor plan compliance and new legislative developments, creating strategic

recommendations that are inclusive of required elements.

Manage vendor relationships to ensure vendor partners are delivering against

Wegmans’ high standards.

Negotiate new vendor contracts, as well as contract renewals for existing vendors.

Coordinated request for proposal process for consideration of new vendor partners.

Benefits/Payroll Analyst

Managed day-to-day operations of the Wegmans Retirement Plans, a tax qualified

plan with over 17,000 participants.

Administered executive compensation plans, including the Wegmans Stock Grant

program and Supplemental Retirement Contribution program.

Benchmarked plans, analyzed trends and modeled potential plan design changes for

Wegmans benefits plans.

Revamped benefits procedures to automate many previously manual tasks,

eliminating error and improving department efficiency.

Assistant Accounting Office Manager

Completed financial reporting for store sales volume, contribution and labor

expenses.

Managed department staff, provided performance feedback and wrote annual

performance reviews.

Processed weekly store payroll for over 500 employees.

Forecasted appropriate cash levels to minimize security risk, while maintaining

sufficient cash on hand for daily operations.

2017 UNIVERSITY RESEARCH AWARD

Page 33 of 47

Education: Roberts Wesleyan College, Rochester, New York 2005

Master of Science in Management

Roberts Wesleyan College, Rochester, New York 2002

Bachelor of Science in Organizational Management

Monroe Community College, Rochester, New York 1994

Associate of Applied Science in Visual Communications

Board Participation:

Rochester Business Alliance Health Care Planning Team November 2009 -

Present

Board Chair, April 2016 – present

Represent Wegmans Food Markets in an initiative sponsored by Rochester’s

largest employers to address issues related to quality, access and the cost of health

care in our community.

Co-Chair of Plan Design committee, Chair of 2013 & 2014 community-wide Blood

Pressure Challenges, Chair of Wellness Conference planning team

Community Technology Assessment Advisory Board February 2012 -

Present

Member of advisory board that evaluates health provider requests to add new

technology or make major capital expenditures, weighed against medical evidence

and anticipated community need.

Chair Elect April 2014 – February 2015, Board Chair April 2015 – present.

Greater Rochester Regional Health Information Organization September 2014 -

Present

Member of management committee

YMCA of Greater Rochester October

2014 - Present

Corporate Board Member

Rochester Institute of Technology

Wegmans School of Health & Nutrition July

2014 - Present

Ad -Hoc Advisory Board Member

Selection Committee Member for Director of the new school

U.S. Chamber of Commerce August

2012 - Present

Health Care Solutions Council Member

Rochester Monroe Anti-Poverty Initiative June

2015 – July 2015

Member of Health and Nutrition workgroup

Certifications/Affiliations:

Senior Professional in Human Resources, HR Certification Institute

Yoga Alliance, Registered Yoga Teacher

American Association of Snowboard Instructors, Certified Instructor


Page 34 of 47

Trish Kazacos, RDN, CDN 15 Locust Street

Pittsford, NY 14534

Skills Summary ● Critical thinking to integrate facts, informed opinions, active listening, and observations ● Decision making, problem solving, and collaboration ● Strong interpersonal skills to establish productive working relationships with multidisciplinary team ● Communicate effectively in both written and verbal form

July 2006-Present Wegmans Food Markets , Inc. : Nutri t ionist

Respond to employee and consumer nutr i t ion quest ions

Develop and conduct nut r i t ion presenta t ions for employees and consumers

Assis t wi th the creat ion and implementat ion of employee wel lness programs

Develop nutr i t ion educat ion mater ia ls inc luding brochures, websi te content , and interact ive event s tat ions

Respond to media requests for in terv iews inc luding TV, radio and pr int media

Serve as lead nutr i t i onis t for Wegmans gluten -f ree in i t ia t ives

Assis ted wi th the development and execut ion of Menu Cooking Classes

Coordinated curr iculum and t ra in ing for the Eat Wel l , L ive Wel l 4 t h Grade Tour

Organized learning act iv i t ies as lead preceptor for d iete t ic in te rns

Analyzed Menu Magazine rec ipes for nutr i t i onal adequacy

October 2001 – October 2006 Southeast Fami ly YMCA and YMCA of Greater Rochester Associat ion Off ice: Registered Diet i t ian, Cert i f ied Personal Trainer , Group Exercise Instructor

Developed and conducted nutr i t ion educat ion t ra in ings for s taf f inc luding School Age Chi ld Care (SACC) and Chi ld and Adul t Care Food Program (CACFP)

Provided technica l support to SACC s i tes for hands -on cooking Program

Planned and lead var ious group exerc ise c lasses

Developed and conducted weekly interac t ive preschool nutr i t ion programs

Developed and conducted group nutr i t ion seminars

Designed and ins tructed indiv idual ized exerc ise programs

Provided nutr i t ion consu l tat ion for var ious YMCA events and programs

Part ic ipa ted in YMCA’s Diet i t ian Commit tee to uni fy , improve and expand nutr i t ion serv ices throughout a l l Greater Roches ter YMCA branches

January 2002 – December 2004

Tops Cooking School: Registered Dietitian-Cooking Class Instructor

Developed and conducted two -hour nut r i t ion cooking c lasses fo r 6 -20 part ic ipants

February 1997 – March 2000


Page 35 of 47

Ohio Department of Health: WIC Farmers’ Market Nutri t ion Program (FMNP) Coordinator/WIC Program Developer

Traveled throughout the s tate prov id ing consul tat ion on nutr i t ion educat ion, adminis t rat ion, pol icy interpretat ion and caseload management

Organized, developed and conducted var ious t ra in in g sess ions for local WIC s taf f

Part ic ipa ted in var ious interdepartmental commit tees

March 1995 -February 1997 Ohio Department of Health: WIC Nutri t ion and Administrat ive Services Consul tant

Traveled throughout the s tate and prov ided consul tat ion to 11 local WIC projects on nutr i t ion educat ion, case load management, target ing potent ia l ly e l ig ib le part ic ipants and breast feeding support in i t ia t ives

Organized, developed and conducted var ious t ra in ing sess ions for local WIC s taf f

January 1994-March 1995 Clin ical Diet i t ian: Genesis Health Care System

Instructed group diabet ic d iet c lasses to inpat ients and outpat ients

September 1993-March 1995 WIC Dieti t ian: Genesis Heal th Care System

Conducted indiv idual and group nutr i t ion counse l ing sess ions

E D U C A T I O N , A S S O C I A T I O N S A N D C E R T I F I C A T I O N S

B.S. , Human Ecology -Dietet ics, Univers i ty of Dayton, 1992, Cum Laude Dietet ic Inte rnship, Rivers ide Methodis t Hospi ta l , Augus t 1992 -July 1993 Dietet ic Associat ions: A ND, GDA, NYSDA Fi tness Train ing: YogaFi t : Levels 1 -3, Prenatal /Postpar tum, Seniors, Anatomy


Page 36 of 47


Project Narrative (not more than 3 pages that address the following): In language intelligible to the non-specialist, describe what you intend to do, and explain why it would be important to scholars and/or society generally. Explain what you expect to be the outcome of the work, and its scholarly or other impact. Explain how the different disciplinary talents brought to the project by the participating faculty add special value. Explain how (and, if relevant, where) you and your collaborators will undertake the work, and how you expect it to develop/unfold over the period of the award. Where special skills or techniques are required at any point, make clear who will supply them. If the proposed work has multiple stages, explain the sequencing of stage; if any stage depends on the successful completion of earlier ones, explain how you will adapt to failure to complete the earlier stage. Provide references (sparingly) where these provide important theoretical of methodological background.


Page 37 of 47

The Rochester Community Wellness Initiative UR Medicine Center for Employee Wellness (CEW) University of Rochester School of Nursing and Wegmans

Goal: We are committed to working with employers and community partners to ensure a healthier community. Our commitment involves identifying innovative and effective methods (interventions) that are both engaging and achievable and can foster long-term life style change necessary to achieve and sustain good health. Importance/ Background: Improving the health of people with chronic disease and preventing the genesis of chronic disease are primary foci in health care today (Bauer, 2014; LeFevre, 2014). Promoting and supporting healthy lifestyle choices, including activity, fitness and healthy eating habits are at the core of improving and maintaining good health (Cobb-Clark, 2014, Reiner, 2013). In fact, physical inactivity has been linked with poor physical and emotional well-being (Das, 2016, Lee, 2012). From our own experience providing employee wellness programs in the Rochester area (over 9,000 participants) we know that on average about 38% of employees report having no exercise in their daily routine and approximately 56% do meet the recommended minimum exercise per week. Additionally half of our participants do not consume the recommended diet or healthy food intake. Various programs have been designed with the goal to engage individuals to improve fitness, promote activity, and adopt healthier lifestyle habits such as appropriate nutrition/diet and sleep. The CEW has developed an individualized wellness coaching program to address each aspect of lifestyle in a meaningful way. This evidence-based program integrates strategies to help clients incorporate healthy habits that support and sustain healthy lifestyle choices over their lifetimes (Schierer, 2013; Young, 2014). This program is unique in terms of approach, focus and process for service delivery. Our model matches employees wishing to enhance their health and wellness with a “team” including a registered nurse who is a certified health and wellness coach, a nutrition coach and a fitness coach. The nurse establishes a personal relationship with the client and develops an individualized wellness vision based upon the client’s priorities and motivation. Goals appropriate to that individual are established focusing on lifestyle choices and habits and may include weight loss, improved nutrition, stress reduction, healthy sleep or a tailored exercise program. Lifestyle components appropriate and applicable to an individual and associated with health and wellness are integrated into the client’s individualized wellness plan. In addition to individualized coaching from the registered nurse, clients will receive individual sessions with an exercise coach and a nutrition coach. Facilitating behavior change is the foundation of most lifestyle programs. The CEW provides intense coaching intervention focused on behavior change for lifestyle modification. This intense engagement typically lasts 12 weeks, at which point, the relationship is terminated with the hope that successful behavior change is sustained over time. Studies have shown that while behavior change is possible (Perry, 2016, Rose, 2013), factors that assure sustained success remain elusive (Dunkley, 2014, Rise, 2013). It is not known if ongoing engagement with a lifestyle coach influences long term behavior change. In this project, the question of what effect ongoing engagement has on sustained behavior change will be explored. With the aid of an accelerometer device (Fitbit) we would like to objectively capture the impact over time of personalized wellness coaching on improved and sustained activity level. With the aid of the PHA questionnaire (with expanded nutrition section) we would like to measure the impact over time of personalized wellness coaching on improved and sustained healthy eating habits. This community based health and wellness project serve as a prototype for effective community partnerships between wellness care providers and community partners having identifiable opportunity and committed to health and wellness. Our project design will answer important questions about the role of individualized coaching on promoting behavior change and then, over time, sustainability of behavior change. Fitness remains a corner stone of health and wellness, and by introducing accelerometers, fitness outcomes will be objective, quantified and measurable. This project will create an extensive data base that will be available to researchers, clinicians and epidemiologists interested in health and wellness.


Page 38 of 47

Program: The UR Medicine Center for Employee Wellness (CEW) provides comprehensive wellness services beginning with personal health assessments (PHA) which include a biometric screening conducted by nurses and a health/lifestyle survey. In addition, in person wellness coaching based on results are provided and an individualized nurse-led lifestyle coaching (Wellness Factor) program for people at risk for developing chronic disease are offered. For this project, personal fitness devices (accelerometers) will be used to objectively measure and quantify activity and the PHA (biometrics and health/lifestyle survey) will be used to capture and measure change in biometrics, healthy eating habits, and emotional wellbeing. This will enable our nurse wellness coaches to monitor activity levels during program engagement, establish goals and support new behaviors around activity levels. We can then objectively measure the impact of activity over time with changes in biometric values and lifestyle choices (captured in PHA). Purpose:

1. To evaluate the effectiveness of a personalized wellness coaching program on improving physical

activity and healthy eating habits.

2. To understand the integration and impact of accelerometer use in an employee based wellness

program.

3. To understand the effect of healthy diet intervention on healthy eating.

4. To evaluate the effectiveness of post-program coaching contacts on sustained behavior change.

Inquiry questions:

Do physical activity and diet change for individuals in a wellness coaching program?

How do changes in activity level influence physical health, psychological well-being and healthy

lifestyle behaviors for individuals in an employee wellness program?

How do changes in diet influence physical health, psychological well-being and healthy lifestyle

behaviors over time in an employee wellness program?

How do post-program completion contacts with a coach impact behavioral changes made during

active program enrollment?

Design: This is a pre/post quasi-experimental design. (Appendix A) Setting: The setting for this project will be participating clients/employees who use the UR Medicine Center for Employee Wellness for wellness services. Sample:

Phase 2: All employees who voluntarily participate in the PHA (biometrics and survey) are eligible for this project. We expect approximately 300 participants. Collaborators: This project brings together expert clinicians, researchers, nutritionists and community partners to collaborate on “best practices” to facilitate behavior change around healthy lifestyle choices using strategies that will help sustain the behavior change over time. Collaborators each bring their unique expertise to the table in terms of project design, but the aspect of this project that is particularly exciting is the partnership between the University and Wegmans. This partnership will allow CEW coaches to add customized strategies into their Wellness Factor sessions with clients that include tangible methods to promote healthy shopping and food preparation. UR and Wegmans will also develop group educational sessions hosted at a Wegmans store which will add a practical dimension to enhancing knowledge and incorporating necessary skills for successful behavior change. Post-Completion Randomization: Participants who complete the Wellness Factor program as part of the Phase 2 study will be randomized to receive an additional intervention that will commence at the conclusion of the formal coaching program:

Participants in program will be randomized into “ongoing engagement” (intervention group) OR “no

supplementary contact” (non-intervention group). A block randomized, computer-based procedure

will be used to randomize participants to one of two conditions:


Page 39 of 47

o Those individuals randomized into the intervention group will receive ongoing contact with

their coach for a total of 6 additional months after conclusion of the coaching program.

o Those individuals randomized into the no intervention group will not have further contact with

their coach.

o Appendix C contains details of the intervention.

Groups: There will be 4 groups in this project:

Individuals who are eligible to receive individualized Wellness Factor program coaching and enroll

in the program. See Appendix B for program description. Within this group, there are two

subgroups:

o One group who have been randomly assigned to receive post-program ongoing engagement

touchpoints.

o One group who have been randomly assigned to receive no additional post-program

engagement touchpoints.

Individuals who are eligible to receive individualized Wellness Factor program but do not participate

Individuals who are not eligible for Wellness Factor program based on program eligibility risk

factors.

Measures: See Appendix D for a list of measures and time points of data collection Analysis: Descriptive statistics will be conducted to understand the distributional properties and bivariate relations between variables at each measurement point. Two similar, yet independent, sets of analyses will be conducted to compare baseline PHA (biometric and survey) measures to program completion and follow up PHA (biometrics: Height, weight, BMI; self-report: overall health status, quality of life, stress, depression anxiety, alcohol/tobacco use, fruit/vegetable intake, exercise minutes). For each comparative analysis, paired-samples t-tests will be used. Type-I error rates will be controlled by using Holm’s Method of sequential adjustment. Pre- and Post-Program participation measures (Height, weight, BMI, stress, alcohol use, fruit/vegetable intake, self-reported steps per day, and sleep-health) will also be evaluated using paired sample t-tests, again adjusting for Type-I error rates by use of Holm’s Method of sequential adjustment. Accelerometer data (steps per day, sedentary minutes per day, active minutes per day) will be evaluated using multi-level modeling techniques that account for daily variation within persons to more accurately discern between person differences. These data will be evaluated at 3, 6, 9 and 12 months. The effect of Post-program contact will be tested by comparing those who received post-program contact to those who didn’t in change from post-program completion measures to measures collected at 1 year. Superiority testing will be used to show that those in the continued contact condition did significantly better than those in the no-contact condition. T-tests will also be used to ascertain differences, and again Holm’s Method of sequential adjustment will be used. These analyses are expected to lead to a number of data-driven exploratory analyses into the program and person level factors that might predict differences in any of the variables over time. Approach to Implementation: See Appendix E for Approach to Implementation.


Page 40 of 47

Appendix: Attach documentation supporting the research project: support letter(s), references, bibliography, footnote(s), etc. Support letters from department chairs are welcome. [Matching funds, from school dean(s) or (research) dean designate of all faculty named on this application, will be requested during the review process by the senior vice president for research.]


Page 41 of 47

Appendix A: Program Design: Phase 2 Canandaigua Employer

Complete PHA

(Survey + Biometrics)

Receive standard coaching and

program referral

Eligible for

Wellness Factor

Program (WF)

Eligible for No

programs

Receive

Accelerometer

Do not

Enroll in

WF

Accelerometer +

Coaching

Enroll in

WF

Intervention Control


Page 42 of 47

Appendix B: Wellness Factor Program Description

The Wellness Factor is a personalized program offering a custom wellness plan for individuals wanting to improve their health by adapting and sustaining healthier lifestyle choices. Individuals enrolled in the program are assigned to a designated Nurse Wellness Coach who will coordinate coaching with a multidisciplinary team (nutritionists, fitness experts, etc.) Each wellness plan is created specific to the individual’s needs and goals are established between the client and the nurse wellness coach and prioritized based on risk factors and client’s motivation to change. Background/ Importance: Improving health and preventing the genesis of chronic disease is a primary focus in health care today (Bauer, 2014; LeFevre, 2014; Willet, 2004). Promoting and supporting healthy lifestyle choices are at the core of maintaining good health (Cobb-Clark, 2014). Purpose: The purpose of this program is to provide an evidence based program that is focused, flexible and relevant to adult clients who are motivated to improve their wellbeing and to gain better control of their current and future health. This is accomplished by emphasizing healthy habits with focused incremental changes in daily routines that will lead to sustained behavior change over time (Lutes, 2008). The goals of the program are to:

Encourage healthy habits that promote behavior change sustainable over an individual’s life;

Support personal choices that maintain healthy physical and mental lifestyles;

Provide healthful options individualized to the unique (cultural, resources) needs of the individual.

Content: This evidence based program integrates strategies to help clients incorporate healthy habits that support and sustain healthy lifestyle choices over their lifetimes (Schierer, 2013; Spring, 2013 Young, 2014). This program is unique in terms of approach, focus and process for service delivery. Our model matches employees wishing to enhance their health and wellness with a “team” including a registered nurse who is a certified health and wellness coach, a nutritionist and a fitness coach. The nurse establishes a personal relationship with the client and develops an individualized wellness vision based upon the client’s priorities and motivation. Goals appropriate to that individual are established focusing on lifestyle choices and habits and might include weight loss, improved nutrition, stress reduction, healthy sleep, and a tailored exercise program. Once established, the designated nurse wellness coach arranges for integrated sessions with our fitness and nutrition coaches. Approach: An interdisciplinary team, including nutritionists and fitness experts, led by a certified wellness coach, utilizes evidence-based coaching strategies (David, 2016; Palmer and Whybow, 2014; Stober and Grant, 2010) when working with clients. All nurses are certified wellness coaches (Wellcoaches®) and provide one-to-one coaching sessions in which a personal relationship is established and together with the client they develop individualized wellness/lifestyle goals. Motivational interviewing techniques are employed by the nurse coach and sessions are devised based on the wellness vision and goals. Goals might include, sleep hygiene, diet, exercise, stress reduction, work/ life balance, health promotion, and managing barriers to achieve goals. The interdisciplinary team includes nutritionists and fitness experts that are integrated into the individual plan.

The nutritionist focuses on nutritional counseling that incorporates, for example, healthy eating

habits and nutrition, healthy cooking, eating out and shopping to optimize good health (Ohlhorst,

2012). Nutrition sessions are individualized based on culture, motivation and preference.

The certified physical trainer focuses on enhancing physical activity based on national guidelines

for aerobic exercise, strength/ resistance training and balance/ core training. (Centers for Disease

Control and Prevention, 2016). These sessions will be individualized taking into account

preferences, abilities and physical limitations.

Delivery: This program is primarily one-to-one coaching that can be delivered face-to-face, via telephone, via telehealth technology, or any combination. This approach allows maximum flexibility in terms of scheduling and meeting the needs and preferences of individual clients. Technology is an essential component of our programs, and where appropriate, CEW integrates available mobile applications to facilitate tracking progress and self-monitoring (for example MyFitnessPal, Fitbit).

Other Program Features:


Page 43 of 47

Virtual Wellness Community: All participants will have the opportunity to be members in a “Virtual

Wellness Community”. The Facebook© community will facilitate communication between and

among members for the purpose of information sharing, support and encouragement, exchange of

ideas, story- telling, and to solve problems about common challenges. This component may assist

with sustained behavior change (Maher, 2014).

Portal: Participants in the program have full access to the on line portal, and “ask a coach” function.

Criteria for Program: People identified at the time of biometric screening will be eligible for the Wellness Factor program if their BMI is >25 to < 30 or if their lifestyle score is below 80. Length of Program: The Wellness Factor program includes focused intervention for an average of 3 months with sessions typically occurring every other week. See Appendix C for description of additional program details for individuals randomized to receive ongoing engagement as part of Phase 2 study. Program Outcomes: Performance Benchmarks including outreach, consent, enrollment, and completion (dropout rates and reasons), referrals to providers and programs, and metrics of success (goal progression or attainment) are captured. In addition, individual client outcomes specific to the client’s individualized vision and goals are measured and recorded by the RN. These outcomes will be measured pre-program, at session completion (3 months) and at 6 months. These outcomes are entered into a data base and the results are evaluated and reported, looking for overall improvement in the measures. Annual biometric screenings and PHA completion will document sustained success. Program Articulations: The nurse coaches initiate and maintain close communication with the client’s PCP (with client consent). This collaboration has been, and will remain, a hallmark of our program success.


Page 44 of 47

Appendix C: Ongoing Engagement Intervention Description

Prior to the final appointment of the intense intervention period for Wellness Factor, the nurse coach will receive an envelope with information about group assignment, stratifying individuals into one of two groups: o Ongoing engagement group o No additional contact group

At the conclusion of the final visit, the nurse coach will inform the individuals randomized to the ongoing engagement group that: o The nurse coach will be in touch periodically (monthly to twice monthly) for 6 months (up to

12 touch points) to “touch base” with the individual to maintain contact, problem solve and provide support;

o The touch points will be brief (3 to 5 minutes), focused on sustained success BUT can be problem focused (as identified by the client);

o Verify if the best method for “contact” for the individual would be email or phone; o If issues arise between touch points, that the nurse coach is available via email.

The nurse will set up the first “touch point” and program 15 minutes into their calendar for that (and subsequent) appointment(s): o These touch points should be highlighted in the calendar for easy identification; o Routine appointments may be established or individual weekly appointments may be

preferred; o Frequency of “touch points” is discretionary but should be no more frequent than twice

monthly and no less than once a month.

The nurse coach will complete/confirm the demographic and goals section of the “Ongoing Engagement Encounter Form”. o The nurse will also complete the “Ongoing Engagement Log” which will serve as a record for

all clients enrolled in Wellness Factor and their group assignment.

At the time of “touch point”: o The nurse coach will use behavioral interviewing techniques to determine the client’s success

in maintaining behavior change; o Provide encouragement and support for success;

Acknowledge “lapses” and support “re-engagement” o Identify barriers to ongoing success; o If issues beyond the scope of the “touch point” are identified, the nurse coach may:

Refer to PCP; Refer to other program/ provider (such as follow up by nutritionist); Re-enroll (if appropriate).

The nurse coach will document the “touch point” on the “Ongoing Engagement Encounter Form”. o Including any contacts initiated by the client outside the scheduled times

At the conclusion of the ongoing engagement, the nurse coach: o Completes client’s engagement; o Summarizes success; o Offers encouragement for ongoing success.


Page 45 of 47

Appendix D: Measures: Below is a list of measures and time points of data collection.

PHA:

Biometric

Screening

PHA: Survey

(Self-report)

Wellness Factor

pre/post Measures

(Self-report)

Wellness Factor Post

Graduation Survey

(Self-report)

Accelerometer Nutrition

Height/

weight BMI Height/weight BMI Weight/BMI Participation:

# days with logged

steps

# weeks with logged

steps

TBD

Full lipid

panel

Overall health status

Overall health status Overall health status

Average total steps per

day

Abdominal

Girth

Abdominal Girth Sedentary Lifestyle

Glucose Quality of Life Quality of Life Active minutes/ day

Resting HR Stress (4 items) Stress (1 item) Stress (4 items) Waking hours active/

day

Resting BP Depression Depression % of weeks with 5 or

more days of > 30

minutes (continuous)

of aerobic activity

Anxiety Anxiety

Alcohol use Alcohol use Alcohol use

Tobacco Tobacco

Nutrition/Diet: Fruits,

Veg, whole grains,

sugar beverages,

desserts

Nutrition/Diet: Fruits, Veg, whole grains, sugar beverages, desserts

Nutrition/Diet: Fruits,

Veg, whole grains,

sugar beverages,

desserts

Exercise: Minutes of

mod/vigorous

exercise, strength

training,

balance/flexibility

Exercise: Minutes of mod/vigorous exercise, strength training, balance/flexibility

Exercise: Minutes of

mod/vigorous

exercise, strength

training,

balance/flexibility

Lifestyle Score Lifestyle Score

CV Risk Score

Motivation to change

Sodium, fiber, caffeine mg/ day water oz/day

Steps/day

Calories/day

Sleep hours/day Sleep hours/day Sleep hours/day

Confidence (0-10)

Collected at time period(s):

Baseline

and 1 year

Baseline and 1 year First and Last Visit 3 and 6 months after

completing program

Reviewed weekly for

first 3 months then at

3, 6, and 9 months


Page 46 of 47

Appendix E: Approach to Implementation: This project will occur in 3 phases:

The Pilot Phase will be an evaluation of accelerometer integration

Phase II will be the full study implementation phase

Phase III will be close-out of project

Pilot Phase: The Pilot Phase is intended to evaluate the feasibility of adding accelerometers to existing

CEW programs. We will distribute accelerometers to 50 participants and evaluate the following:

Do participants use accelerometers consistently and successfully?

o Do participants follow the required protocol for accelerometer use?

o What outreach is needed to engage clients to use accelerometers continuously?

Is data derived from accelerometer interpretable in relation to the overall project questions (see

above)?

o Is the data meaningful in differentiating activity outcomes between groups?

What number of participants is needed to determine meaningful differences between

groups?

Pilot Phase: Thompson Health N=50

All participants at time of enrollment in Wellness Factor:

o Distribution of accelerometer fitness tracker:

Agreement to wear that the fitness device daily and use “standard” settings;

Consent to obtain usage data from accelerometer for use in the Wellness Factor

program.

An orientation to use of the tracker: standard settings and synching.

In addition, we will also use this time to work with our partner, Wegmans, to plan an enhanced nutrition intervention and community based “healthy eating” programs which will be offered during Phase II. Timeline: February, 2017 to June, 2017.

Phase II: Phase II would entail full implementation to enroll 300 participants as described above. During

this phase, coaching programs will commence for eligible individuals and coaches will integrate the

enhanced nutrition intervention in their sessions. In addition, community based “healthy eating” programs

interventions will be available to all program participants.

Phase 2: Canandaigua Employer N=300

All participants at time of biometric screening: o Standard coaching by the nurse related to PHA results and goal setting

o Referral into coaching program based on PHA results.

o Distribution of accelerometer fitness tracker:

Agreement to wear that the fitness device daily and use “standard” settings;

Consent to obtain usage data from accelerometer for use in the study.

An orientation to use of the tracker: standard settings and synching.

Timeline: June, 2017 to January, 2018.

Phase III: Phase III will involve data analysis and interpretation.

Timeline: Ongoing with final analysis January, 2018 to June, 2018.


Page 47 of 47

References Bauer, U., Briss, P., Goodman, R., & Bowman, B. (2014). Prevention of chronic disease in the 21

st

century: elimination of the leading preventable causes of premature death and disability in the USA. Lancet, 384, 45-52. Cobb-Clark, D., Kassenbohmer, Scherer, S. (2013). Healthy habits: The connection between diet,

exercise and locus of control. Journal of Economic Behavior and Organization, 98, 1-28. Das, P., Horton, R. (2016) Update on the global pandemic of inactivity. Lancet, 388, 1255- 1257. Dunkley, A., Bodicoat, D., Greaves, C., Russell, C., Yates, T., Davies, M. (2014). Diabetes prevention in

the real world: effectiveness of a pragmatic lifestyle interventions for the prevention of type 2 diabetes and the impact of adherence to guideline recommendations: a systematic review and meta-analysis. Diabetes Care, 37, 922-933.

Lee, I.M., Shiroms, E., Lobelo, F., Puska, P., Katzmanzyk, P. (2012). The effect of physical inactivity on

major non-communicable diseases worldwide: an analysis of the burden of disease and life expectancy. Lancet, 380, 219-229.

LeFevre, M. (2014). Behavioral counseling to promote a healthful diet and physical activity for cardiovascular disease prevention in adults with cardiovascular risk factors: US preventive task force recommendation statement. Annals of Internal Medicine, 161, 587- 593. Ohlhorst, S., Russell, R., Bier, D., Klurfield, D., Zhaoping, L., Mein, J., Milner, J. (2013). Nutrition research to affect mood and a healthy lifespan. Journal of Nutrition, 143, 1349-1354. Perry, J. (2016) Efficacy of wellness programs in organizations examined through health screening measurements and lifestyle behavior change. Dissertation, Northcentral University, ______. Reiner, M., Niemenn, C., Jekauc, D., Woll, A. (2013). Long term benefits of physical activity- a systematic review of longitudinal studies. BMC Public Health, 13, 1-9. Rise, M., Pellerud, A., Rygg, L., Steinbekk, A. (2013). Making and maintaining lifestyle changes after participating in group based type 2 diabetes self-management education: a qualitative study. PLoS ONE, 8, e64009. Rose, S., Poynter, J., Anderson, S., Noar, S., Conigliaro, J. (2013). Physician weight loss advice and

patient weight loss behavior change: a literature review and meta-analysis of survey data. International Journal of Obesity, 37, 118-128.

Schierer, M.A. (2013). Linking sustainability to intervention type. American Journal of Public Health, 103, e73-e80. Spring, B., Ockene, J., Giddinjg, S., Mozzaffarian, D., Moore, S., Rosal, M. (2013). Better population

Health through behavior change in adults. Circulation, 128, 2169-2176. Young, S. (2014). Healthy behavior change in practice settings. The Permanente Journal, 18, 89-92.

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