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