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Case Study - Maximizing Performance While Reducing Risk
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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.
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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.
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Results:
Comparison Target to Control Group
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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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Quality Management, IQM, Freeze-Frame and Freeze-Framer
are registered trademarks of the Institute of HeartMath.
Innovative Edge, Inc., is a certified and licensed HeartMath
facilitator.
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