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USAA's Personal Balance Tool, Powered by Harris, Rothenberg International, Inc. (HRI), Recognized as One of Year's Most Innovative Work-Life Programs

WorldatWork Honors Team Effort to Address Three Dimensions of Employee Needs:
Self-Assessment, Self-Help and Peak Performance


New York June 4, 2008 — The Alliance for Work Life Progress has recognized USAA, ValueOptions and Harris, Rothenberg International, Inc. (HRI) with a 2008 Work-Life Innovative Excellence Award for the development and deployment of the USAA Personal Balance Tool (PBT). The award was presented in Philadelphia at the 2008 WorldatWork Total Rewards Conference and Exhibition.


The PBT was developed in 2006 as a one-stop, Web-based resource to help USAA employees and their family members achieve greater work-life balance. A collaborative team from USAA, ValueOptions, and HRI together integrated solutions from each organization to create a holistic and comprehensive work-life balance platform and toolkit. Users access the PBT anonymously and can easily identify all available benefits that can help them achieve their personal and professional goals and successfully meet responsibilities at work and at home.


"As the nation's largest provider of financial, banking and insurance services to military families, USAA has always been recognized as an organization that provides exemplary customer service," explains Jim Moon, director, Work Life at USAA. "The PBT was developed to provide our diverse and dispersed employees with that same level of service internally. The PBT provides them with information about the myriad life-changing events that we all face - from the birth of a child to the care of a parent - but also connects them to educational and professional resources, as well as company benefits that can help them manage that change."


"Employees' work lives and the rest of their lives are increasingly interconnected, and USAA recognizes that truism," said Edward Trieber, J.D., Ph.D. managing director of Harris, Rothenberg International, Inc.. "USAA is a very large and complex organization; it was paramount that we gain an understanding of the organization and its varied constituents so we deliver a robust volume of content in a way that is usable and tailored to the individual needs of any USAA employee. It was a great team effort."


USAA's diverse workforce is located in six offices throughout the country, as well as USAA home-based workers, and includes offices in Germany and England. USAA employees range in age from their late teens to their late sixties and, as a result, may be faced with many different work and family challenges on a daily basis.


The goal of the PBT program was to increase the awareness of benefits available to all employees and to expand the use of financial and other products provided to USAA members. In addition, the team endeavored to empower employees to problem solve on their own and to promote improvements in employee/manager communications.


The PBT is an anonymous online platform that employees can access through the USAA intranet or from home via ValueOptions AchieveSolutions website . Once connected, USAA employees and their families can identify concerns, access company benefits and products, and solve problems through a series of five-minute self-assessment tools that cover both work-related and personal issues such as dealing with co-workers or managers or managing life-situations such as a wedding, divorce or a child leaving for college.


>Each self-assessment tool results in a personalized action plan that includes suggestions for managing or improving work and personal priorities and guidance for how to address issues with a manager or supervisor. There are also suggestions for seeking professional assistance through the Employee Assistance Program (EAP) provided by ValueOptions and the Work/Life Referral Program, provided through HRI.


According to USAA, the value of the PBT is measured by the number of employees and families who seek help. In the first seven months after its launch, the PBT received more than 14,000 visits from USAA employees and more than 20,000 articles were viewed or downloaded.


"HRI played a critical role in creating a tool that our employees actively seek and use," said USAA's Moon. "Not only did HRI bring a wealth of knowledge and content to populate the PBT, they led the site design process to create an intuitive and user-friendly experience. As a result, employees are coming back again and again to manage the situations that could otherwise distract them or discourage peak performance. In a business model that puts our customers first, that is an incredible benefit."


About USAA

USAA, a diversified financial services company, is the leading provider of financial planning, insurance, investments, and banking products to members of the U.S. military and their families. Named by BusinessWeek as Customer Service Champion in 2007 and 2008, USAA provides convenient and accessible financial products to its 6.4 million members. For more information about USAA, or to learn more about membership, visit usaa.com.


About ValueOptions

ValueOptions covers 24 million lives across the country, including 12% of America's Fortune 500. VO supports the unique needs of client organizations with Employee Assistance Programs, traditional managed care products, integrated behavioral healthcare services, wellness and prevention initiatives, and work-life programs.


About Harris, Rothenberg International, Inc.


HRI helps organizations all around the world solve their most challenging and complex people issues. HRI helps remove the barriers that prevent organizations and employees from achieving their best. Combining professional expertise and the latest technologies, HRI provides integrated solutions to clients, drawing on seven core service areas: employer and employee assistance programs (EAP), work/life services, executive coaching, training, organizational development, consulting, and web development. For more information, visit www.hriworld.com or call (800) 441-7509.


For more information on how HRI can help your organization please call 800-441-7509 or email info@hriworld.com.



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