Case Study - Maximizing Performance While Reducing Risk

HeartMath® - Maximizing Performance While Reducing Risk - A Case Study
The new economy has ushered in an era of unprecedented change and transformation in our organizations – and the pace continues to accelerate. For some, this rapidly changing "new world" is challenging and stimulating; for many, it is extremely difficult. Recent scientific, medical and organizational research demonstrates that the turbulence of change and transformation and subsequent feelings of being overwhelmed, under-resourced, time-pressured and stressed substantially prevent individuals, teams and entire organizations from optimum performance.

Symptoms indicating that the pressure associated with change is taking its toll on a workforce cover a broad spectrum. Some of these symptoms, e.g., indigestion, body aches, feelings of negativity and resentment may appear relatively insignificant or even unrelated to workplace efforts. Yet an accumulation of these "minor" symptoms often lead to far more dangerous conditions threatening both the health of the individual and the performance of the organization. Research has shown that a rise in the physical symptoms is a leading indicator of productivity losses.

High blood pressure, or hypertension, is one of the most prominent public health issues in the U.S., affecting approximately one in four adults. High blood pressure is a major risk factor for death and disability, and has been strongly linked with decreases in cognitive performance, memory loss and deterioration of health brain tissue.1

A number of recent studies show that stress is a significant, yet manageable, contributor to hypertension.2 Hypertension has been shown to contribute to absenteeism, disability, impaired performance and loss of productivity.3

For the past ten years, HeartMath has been proving the link between the physical symptoms of stress and workplace effectiveness. As part of its program offerings, HeartMath delivers tools and techniques that individuals in organizations use to improve their business performance while effectively managing work/life balance. Organizations benefit from increased productivity, reduced health care costs, lower absenteeism and improved retention.

Purpose of the Study
This study was designed to determine whether training in Inner Quality Management® (IQM) could reduce blood pressure and simultaneously improve business performance in known hypertensive individuals. Numerous studies have demonstrated that the IQM techniques improve cardiovascular health, hormonal balance and immune function, as well as enhancing cognitive performance, communication and job satisfaction.4

In particular, a number of pilot studies conducted at Motorola, Shell and BP have demonstrated that executives with Stage 1 and Stage 2 hypertension who participated in an IQM training program were able to restore their blood pressure to normal values without the aid of medication after practicing the IQM techniques.5

In the present study, the impact of the HeartMath Inner Quality Management Program was investigated in a group of hypertensive individuals, using a randomized controlled trial design. Psychological and performance-related parameters as well as heart rate variability measures were assessed concurrently with blood pressure changes to determine the overall impact of the program on employees' health, well-being and effectiveness. This study also sought to determine the general feasibility of the implementation of such an intervention in an organizational setting as a means to improve health and performance in a hypertensive employee population.

Study Design
Thirty-eight hypertensive men and women from a Fortune 100 High Tech firm participated in the study. The participants were randomized into a target group that would first receive the training and a "waiting control" group, that would receive the training 90 days after the target group had been trained and data collected from both groups. All participants' baseline Blood Pressure (BP) was measured once a week for four consecutive weeks and psychometric data were also collected prior to training. The Personal and Organization Quality Assessment-Revised (POQA-R), a broad-based assessment of psychological states and outcomes relating to business performance, and the Brief Symptom Inventory (BSI), a clinically valid measure of key indicators of psychological distress, were used. The psychometric data, additional BP and Heart Rate Variability (HRV) data was collected again from both groups approximately 90 days after the target group's final training session. The same training was then delivered to the waiting control group.

The Program & Training Delivery
The IQM training was delivered in one full-day (8-hour) and two half-day (4 hour) sessions over three successive weeks. In addition to the class room material, participants were trained in the use of the Freeze-Framer Emotional Management Enhancer™ (FFEME), a software/hardware package which assists in the management of emotional and physiological responses and monitors Heart Rate Variability patterns (heart rhythms) at a personal computer.

Blood Pressure Outcomes
The reduction in systolic BP in the HeartMath (HM) treatment group was significantly larger than that in the waiting control (WC) group (p < .05). The HM group demonstrated a mean adjusted reduction of 10.6 mm Hg in systolic BP, as compared with the WC groups' mean adjusted reduction of 3.7 mm Hg. For diastolic BP, the HM group showed a mean adjusted reduction of 6.3 mm Hg, while the WC group demonstrated a mean adjusted reduction of 3.9 mm HG. The figure below displays the systolic and diastolic BP changes in both groups adjusted for baseline BP, age, gender, Body Mass Index and medication status.


Because of the BP reductions they were able to achieve using the techniques, three participants in the treatment group who were regularly taking antihypertensive medications were able to reduce their medication usage, with their physicians' approval, during the study period. Of these, one participant was permitted to discontinue medication usage entirely following completion of the study.

Psychological and Performance Outcomes – POQA-R Results
The results of the POQA-R survey revealed numerous significant improvements in key indicators of both personal and organizational effectiveness in the HM group as compared to the waiting control group.

Notably, for nearly all the items listed in the table, the HM group's results improved while those of the control group declined over the same period of time. This suggests that the intervention not only stimulated positive changes but, potentially, may have also helped to reverse a trend toward decreased effectiveness in these measure.

Improvement in a number of areas was substantial, with clear implications for organizational productivity and quality.

Further improvements in the HM group were measured in survey items dealing with areas that include communication, recognition, attitude toward the organization, positive outlook and value of work contribution, among others. The group also demonstrated substantial reductions in items reflecting burnout and physical stress symptoms.

 

Conclusions & Recommendations
This study demonstrates that the HeartMath Inner Quality Management program was effective in reducing blood pressure in a group of hypertensive employees over a 3-month period. Simultaneously, dramatic improvements were shown in employee attitudes and business performance. Not only are these employees healthier and less likely to be away from work for reasons relating to high blood pressure and its consequences, but they also feel less like quitting, find themselves better recognized for their efforts by the company, are communicating better with each other while coping effectively with the pressures of their jobs and their lives.

This study indicates that the IQM program can help to promote effective blood pressure management and improve well-being in hypertensive employees. This results in a healthier and more productive workforce while reducing losses to the organization due to cognitive decline, performance impairment, morbidity and premature mortality. The approach utilized in this study helps to establish a practical model that can be easily duplicated and expanded to make the benefits of this program available to larger populations.

Results: Comparison Target to Control Group
Scale
Question
Pre-IQM
3 Months Later
Organizational Climate
Value of Contribution My efforts make a difference in my organization Treatment 29% 75% Agree-Strongly Agree
Control 57% 43%
Value of Contribution Doing my tasks well substantially contributes to my organization Treatment 41% 88% Agree-Strongly Agree
Control 54% 50%
Value of Contribution My efforts do not go unacknowledged Treatment 53% 63% Agree-Strongly Agree
Control 50% 21%
Perceptions of Management There is tension between management and staff Treatment 31% 27% Agree-Strongly Agree
Control 14% 31%
Role Clarity My work objectives are very clear Treatment 65% 75% Agree-Strongly Agree
Control 50% 36%
Recognition My supervisor appreciates the way I do my work Treatment 56% 73% Agree-Strongly Agree
Control 64% 31%
Communication I listen closely to my co-workers Treatment 53% 75% Agree-Strongly Agree
Control 79% 64%
Communication We listen carefully to each other at work Treatment 41% 50% Agree-Strongly Agree
Control 50% 38%
Organizational Quality
Attitude toward Organization The success of my organization is important to me Treatment 76% 88% Agree-Strongly Agree
Control 69% 64%
Attitude toward Organization I am committed to my organization's mission Treatment 76% 81% Agree-Strongly Agree
Control 57% 46%
Quality of Work Recently, the quality of my work has improved Treatment 6% 40% Agree-Strongly Agree
Control 31% 15%
Quality of Work I strive for excellence in all I do at work Treatment 71% 75% Agree-Strongly Agree
Control 71% 62%
Job Satisfaction I feel like leaving this organization Treatment 18% 6% Agree-Strongly Agree
Control 21% 43%
Personal Quality
Positive Outlook I feel relaxed Treatment 41% 76% Often-Always
Control 36% 29%
Positive Outlook I wake up and look forward to each day Treatment 59% 81% Often-Always
Control 64% 46%
Negative Outlook The actions of others get on my nerves Treatment 13% 6% Often-Always
Control 7% 15%
Anger I feel frustrated Treatment 24% 6% Often-Always
Control 29% 38%
Burnout I feel tired Treatment 41% 6% Often-Always
Control 57% 50%
Burnout I feel fatigued Treatment 35% 12% Often-Always
Control 50% 43%
Physical Symptoms I experience sleeplessness Treatment 24% 6% Often-Always
Control 14% 15%
Physical Symptoms I have muscle tension Treatment 29% 6% Often-Always
Control 21% 36%
Self-Management Competencies
Emotional Management I manage time pressures well Treatment 76% 94% Often-Always
Control 64% 69%
Emotional Management It's difficult for me to calm down after I've been upset Treatment 29% 0% Often-Always
Control 29% 15%
Self Esteem I like who I am Treatment 71% 94% Often-Always
Control 79% 77%

Summary of Improvements Seen in Target Group






 References
1. Neurology, 1998. Journal of American Medical Association, 1995.
2. Journal of Hypertension, 1998. American Heart Journal, 1998.
3. Journal of Occupational and Environmental Medicine, 1999.
4. American Journal of Cardiology, 1995. Stress Medicine, 1997.
5. Watkins, A. The personal and business benefits of the Inner Quality Management Programme: Case Study 9, Oil Company 1. Hunter Kane Resource Management, Southampton, UK, 1999.

 

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Innovative Edge, Inc., is a certified and licensed HeartMath facilitator.