Occup. Med. Vbl. 49, No. 7, pp. 451-467, 1999 Copyright O 1999 Upplncott Wimams 4 Wilklra for SOM Printed In Great Britain. All rights reserved 0962-7480/99 Study to evaluate the effectiveness of stress management workshops on response to general and occupational measures of stress R. J. L. Heron,* S. McKeown,11 J. A. Tomenson* and E. L. Teasdale* * Corporate Health & Safety, AstraZeneca; +Health Care Services, Cheadle Royal Hospital, Cheadle, Cheshire, UK; *Epidemiology Unit, ICI PLC, Northwich, Cheshire, UK This study was designed to evaluate the effectiveness of stress management training workshops within Zeneca Pharmaceuticals. The study was of cross-sectional design, comparing groups of workshop attendees and non-attendees. In addition, self-rated well-being scores of attendees were compared with results obtained pre-workshop and 2-3 months after the workshop. Employees participating in the study were drawn from the Manufacturing, Research and Development, Sales and Marketing sites of Zeneca Pharmaceuticals located in Cheshire, United Kingdom. Three hundred and ninety persons who had participated in stress management workshops since 1988 were matched for age, gender and department with an equal number of employees who had not attended stress management workshops. Outcome measures included self-rated well-being (as measured by the 3O-questtan General Health Questionnaire), knowledge of company guidance on the management of stress in staff, and an assessment of coping strategies. Subjects who had not attended a stress management workshop were much more likely to have a poor understanding of the principles of management of stress in staff [odds ratio (OR) = 8.3; 95% confidence interval (Cl) = 3.3-21.3] and more likely to have poor coping skills (OR = 2.8; Cl = 1.3-6.1). However, mean scores for the two measures were similar In attendees and non-attendees. Self-rating of current well-being was strongly associated with the life-events score, but not related to workshop attendance. The study Indicates that stress management training workshops reduce the prevalence of employees with a poor understanding of the principles of the management of stress in staff and with poor coping strategies. An improvement in the self-rated well-being observed shortly after the workshop was not sustained. Key words: Evaluation; stress; training. Occup. Med. Vol. 49, 451-457, 1999 Received 14 January 1999; acctpud in final form 8 AprU 1999 INTRODUCTION Psychiatric health problems are common in the UK and one study reported that one in seven adults of working age had some sort of neurotic health problem in the week prior to the interview.1 Stress related to work has been increasingly cited as a cause of morbidity and is regarded as a contributory factor to accidents, job dissatisfaction and illnesses such as coronary heart disease, alcoholism Correspondence to: R. J. L Heron, Global Health & Hygiene Manager, Corporate Health and Safety, AstraZeneca Aldertey Park, AWertey Edge, Macctesfleld, Cheshire, SK10 4TF, UK. Tel: (+44) 01625 512278; Fax: (+44)01625 517824. and hypertension.2 It has been estimated that 80 million days costing £3.7 billion are lost from work each year.3 Recent legal case law relating to breaches of health and safety obligations have caused employers to look more closely at the issue of work-related stress.4 Research carried out for the UK Health and Safety Executive (HSE) into work-related stress,5 has identified contributory factors at home and work. In their guidance for employers, the HSE suggests that organizations adopt solutions in line with their particular company style.6 They advise employers to raise awareness and to take organizational approaches to stress management. 452 Occup. Med. Vol. 49, 1999 Training to enable staff to manage pressures is also encouraged. Raising awareness of mental health issues in the workplace is also advised in the 'Health of the Nation' document 3 As a vehicle for implementing these recommendations, stress management training programmes have a number of potential advantages for employees and organizations. They can be tailored to the needs of particular groups of workers, and can contribute to the management of nonwork problems.5 However, such programmes have been criticized because although some have shown short-term improvements in physiological parameters such as systolic blood pressure and muscle tension, and psychological symptoms such as mood state and job satisfaction,7"10 they are usually not designed to eliminate or reduce sources of stress, and they focus on coping strategies or cure rather than primary prevention. A recent review of stress management interventions acknowledged the importance of assessing their effectiveness.11 Zeneca Pharmaceuticals started stress management workshops in 1988. These form part of the overall strategy for managing stress in the business (Figure 1) and have the following objectives: • to raise awareness of what is meant by stress and to help participants to recognize it in themselves and others; • to display a range of stress management skills and • to show the impact of behavioural styles on individual stress and that of work colleagues. It has been a deliberate policy to cascade the workshops throughout the organization, starting at the top. This was considered to be the best way to achieve a real change in the attitude of management and employees to stress. The first three workshops were attended by 90% of the directorate. For most people attending a workshop, their own manager will have attended previously. However, attendance is voluntary. The idea behind the stress management workshop is straightforward. It is to show people that stress is a normal part of healthy life that can, however, get out of control. It is intended to help people recognize, in oneself and others, when stress levels are getting too high and to provide them with stress management skills to do something about it before overload is reached. The stress management workshop is not intended to be a counselling forum for people who are deemed to have stressrelated problems. The workshop requires the active participation of the attendee. Participants are asked to talk about the sources of stress in their life in a private session with another participant. A group session focuses on 'what stresses me'. These activities are intended to demonstrate that stress is a legitimate subject for discussion. Videos are used to illustrate what happens when the warning signs of stress are not spotted early enough, and to pinpoint the responsibility of the manager. In addition, participants are introduced to various techniques of relaxation. The primary aim of this study was to evaluate the effectiveness of the workshop in raising awareness of stress management by assessing understanding of the key principles outlined in a company guideline on the prevention of adverse effects of stress.12 A secondary aim was to assess the coping skills of attendees and their selfassessed well-being. Figure 1. Strategy for managing 3tress, mental hearth and organizational well-being in Zeneca Pharmaceuticals in the UK. Health Progressively worsening state of health > Improving health and _ _ —*• Good performance well-being Serious health problems Depression Anxiety Well-being Fulfilment Development and Growth Resources Referral Advice and Counselling Health Promotion Training -task - assertiveness - team building - stress/life mgmrt Work Organisation/ Functioning job - structure people - number - selection - development - performance -reward Agents GP/Specialist Occupational Health -doctor -nurse - counsellor External Agencies Occupational Health Human Resources Training Line Management Human Resources Senior Management Line Management t Stress Management Workshop R. J. L Heron et a/.: Effectiveness of stress management workshops 453 MATERIALS AND METHODS The study design was cross-sectional and included 452 UK employees of Zeneca Pharmaceuticals who had attended Stress Management workshops as part of their general development training between 1988 and 1996. Three hundred and ninety persons were matched to attendees by age, gender and department. A suitable match could not be found for 62 attendees, but they were included in the study in order to look at changes in well-being scores since the stress management training. A four-part questionnaire was mailed to all participants comprising: 1. the 30-question General Health Questionnaire (GHQ30) used to compare self-rated stress/well-being in the two groups;13 2. coping skills questions from the Occupational Stress Indicator;14 3. questions assessing understanding of company guidance regarding management of stress in staff and 4. a modified life-events questionnaire.15 A GHQ30 score, a coping skills score (CSS) and a managing stress in staff score (MSSS) were obtained by giving equally spaced scores to the ordinal responses to each question and summing the scores. The life events questionnaire was scored using the supplied scoring scale to give a life events score (LES). GHQ30 scores were available for 249 of the workshop attendees pre- and 2-3 months post- the stress management training. STATISTICAL ANALYSIS Univariate analysis of variance (ANOVA) was used to investigate the effect on mean GHQ30, CSS and MSSS of a range of factors including workshop attendance. Analyses were performed for the matched subjects but data from all subjects including the workshop attendees who were not originally matched to non-attendees, were also analyzed. The ANOVA model included terms for workshop attendance, gender, number of staff managed, LES and age. LES was incorporated in the models as a five point score with the cut points given by the quintiles of LES. This was done because of concerns about the accuracy of some of the highest scores. The SAS package was used to fit the ANOVA models.16 For some parameters, the normal error assumption of the analysis of variance was not met, but non-parametric analyses based on ranked data gave similar results and are not presented. The means presented in thefiguresare least squares means.17 These means correct for imbalance in the number of subjects in the different categories when broken down by the factors present in the ANOVA model. In addition, subjects were categorized according to whether their CSS and MSSS were below or equal to the 5th percentile of the whole group and whether their GHQ30 score was greater than or equal to the 95th percentile of the whole group. For each of these categorizations, the odds ratio for workshop attendance was determined in order to see if attendance had resulted in a reduction in the numbers of employees with poor coping skills, poor skills in managing stress in staff and high selfrated well-being scores. Rank correlation methods were used to assess the relationship between the variables GHQ30, CSS, MSSS and LES. Changes in GHQ30 scores from pre- and postworkshop were tested using a Wilcoxon rank test, and rank correlation methods were used to assess the relationship between changes in GHQ30 scores, and the time elapsed since workshop attendance. RESULTS Fully completed questionnaires were returned by 368 workshop attendees and 240 control subjects who had not attended the workshop. A further 21 subjects returned questionnaires which contained incomplete data and were excluded. Twenty subjects had changed circumstances since the matching was performed and were no longer eligible, giving a response rate of 77%. One hundred and sixty-six of the matched pairs completed questionnaires. The results of analyses of the 608 respondents are presented; the analyses of data from the 166 matched pairs gave similar results. The attendee and non-attendee groups were well matched in respect of age and gender, but there was a large difference in the percentages of subjects who managed staff. Table 1 shows the attendee and non-attendee groups broken down by the numbers of staff managed. Only 34% of non-attendees managed staff compared to 70% of attendees. The attendees who managed staff were responsible for more staff than the non-attendee managers. Table 2 shows non-parametric correlations between GHQ30, CSS, MSSS, LES and age. CSS and MSSS were highly correlated (r=0.29; p< 0.001). GHQ30 was correlated with LES (r = 0.20; p < 0.001) and CSS Table 1. Respondent numbers (%) according to workshop attendance and number of staff managed Number of staff managed Workshop attendance 0 Non-attendee Attendee 1-4 158 (65.8) 51 (21.3) 110 (29.9) 98 (26.6) 5-14 15+ 26 (10.8) 5 (2.1) 117 (31.8) 43 (11.7) Total 240 368 Table 2. Spearman (rank) correlations between the variables GHQ30, CSS, MSSS, LES and age GHQ30 CSS MSSS LES Age 1.0 -0.12" 0.01 0.20"* 0.06 GHQ30 1.0 0.29"* 0.01 -0.08* CSS *p<0.05; "p-cn.01; "*p<0.001. 1.0 0.1 0.06 MSSS 1.0 -0.07 LES 1.0 Age 454 Occup. Med. Vol. 49, 1999 Figure 2. GHQ30 least squares means and standard errors broken down by workshop attendance, gender and life events score. GHQ30 35 -t 30 20 16 10 N Y Attendance F M Gender (r= -0.12; p< 0.01). There was a just significant association between CSS and age. Mean GHQ30 scores showed no dependence on workshop attendance, but there was a significant linear trend with LES (p< 0.001). The results are shown in Figure 2. There was a small increase in CSS in workshop attendees, but it was not statistically significant (see Figure 3). Female subjects achieved significantly higher scores than male subjects (p< 0.001). MSSS was dependent on workshop attendance (p< 0.01), gender (p<0.01) and a significant linear trend with the number of staff managed (p < 0.05). The results are shown in Figure 4. Similar findings for GHQ30 and CSS were obtained in the analysis of the data of matched subjects. However, there were only 47 matched manager pairs and only the linear trend in MSSS with number of staff managed remained significant (p<0.01). The analysis of subjects with GHQ30 results equal to or higher than the 95th percentile showed that subjects who had not attended the workshop were 1.5 [95% confidence interval (CI) = 0.7-3.2] times more likely to have such a score. Subjects who had not attended the workshop were 2.8 (CI = 1.3-6.1) times more likely to have a CSS below or equal to the 5th percentile and 8.3 (CI = 3.3-21.3) times more likely to have an MSSS result below or equal to the 5th percentile. Similar results were obtained in the analysis of matched pairs. GHQ30 scores at the time of the workshop and 2-3 months later, were available for 249 of the workshop attendees. GHQ30 scores had fallen by 2.4 units I II III IV V Life events score (quintiles) (approximately 10%) at 2-3 months post-workshop (p < 0.001) but were slightly higher (0.5 units) than the pre-workshop level by the time of the cross-sectional study. Changes in the GHQ30 score since the stress management training were not related to the length of the time interval between workshop attendance and the cross-sectional study. DISCUSSION A prospective study design would have been the preferred choice to evaluate the effectiveness of the workshops, but a cross-sectional design was chosen to provide more rapid feedback and for the secondary benefit of obtaining information about employees who had not attended the workshops. The intention was to match workshop attendees to non-attendees by age, gender and department. Matching by department was chosen to eliminate departmental differences in attitudes to stress, which were thought to be large. A weakness of the study is that attendees and non-attendees were poorly matched on grade which is known to be a key determinant of capabilities in the work environment. Unfortunately it was not possible to find sufficient matches if subjects were matched on both department and grade. Because of the way the workshops had been cascaded through the organization and the fact that they had come to be seen as an essential part of management training, it was difficult to identify sufficient senior managers who had not attended a workshop. Differences in response rates by workshop attendees (86%) and non-attendees (65%) resulted in the low R. J. L Heron et a/.: Effectiveness of stress management workshops 455 Figure 3. CSS least squares means and standard errors broken down by workshop attendance, gender and number of staff managed. CSS 90 s^ 80 70 60 50 40 30 20 10 i .I N Y F Attendance J.J 0 M 1-4 5-14 15+ Number of staff managed Gender Figure 4. MSSS least squares and standard errors broken down by workshop attendance, gender and number of staff managed. MSSS 25 I • * • 20 15 ! i" i 10 J N Y Attendance number of matched pairs with data and would have led to 276 questionnaires being excluded from the analysis. Because of the potential loss of study material, it was decided to include all subjects in the analyses, including F M Gender 1-4 5-14 15+ Number of staff managed the workshop attendees who were not originally matched to non-attendees. However, these analyses were supplemented by analyses of the smaller group of 166 matched pairs. 456 Occup. Med. Vol. 49, 1999 The study suggests that non-attendees of the Stress Management workshop were much more likely to have a poor understanding of the principles of stress management and poor coping skills Qowest 5th percentile). However, there was little difference in mean scores between the attendee and non-attendee groups. A significant difference in MSSS was seen in the analysis of all subjects, but the group of attendees who managed staff were not well matched to the group of non-attendees who managed staff. In the full study group, approximately twice as many workshop attendees managed staff as did non-attendees (70% vs. 34%). When the analysis of MSSS was restricted to matched pairs of managers, dependence upon workshop attendance was no longer significant. Coping skills were slightly higher in people who had attended the workshops but the only significant effect was the increased level in female staff. In a study of occupational stress in female managers by Davidson and Cooper,18 there was only one gender difference in coping strategy, with male managers being less likely to talk to someone they knew in order to relax. Two subsets of coping skills questions were used to derive a problem focus (PF) score and an emotion focus (EF) score. Comparison data for the PF and EF scores were available from a group of 18,520 non-managers and a group of 2,454 managers in the retail, private and public sectors.19 Managers and non-managers had similar PF scores in the external survey (25.3 and 24.8, respectively) compared to scores of 26.8 and 25.5 by attendees and non-attendees, respectively, in this study. Managers had lower EF scores than non-managers in the external study (13.8 vs. 14.7), but there was little difference between attendees and non-attendees in the current study (14.4 and 14.6, respectively). The study group did not show any relationship between workshop attendance and self-rated well-being. This is unsurprising as the study population may have attended the workshop at any time between 18 months and eight years prior to the completion of the study questionnaire. The GHQ tool used to assess self-rated well-being largely reflects short-term influences on selfrated well-being. This would be consistent with the observation that the strongest influence on self-rated well-being was the presence of a recent adverse life-event (e.g., bereavement). In an earlier review of Zeneca's stress management workshops, short-term changes in self-rated wellbeing were seen.20 In this study, mean GHQ30 scores for attendees fell by approximately 10% 2-3 months after workshop attendance, when compared with preworkshop scores. However, the GHQ30 had returned to pre-workshop level by the time of the cross-sectional study. We were not able to adjust for life-events at the time of workshop attendance or 2-3 months after attendance. In conclusion, subjects who had not attended a stress management workshop were eight times more likely to have a poor understanding of the principles of management of stress in staff and three times more likely to have poor coping skills. However, mean scores for the two measures were similar in attendees and non-attendees. Self-rating of current well-being was strongly associated with the life-events score, but not related to workshop attendance. The study indicates that the stress management training workshops reduce the prevalence of employees with a poor understanding of the principles of the management of stress in staff and with poor coping strategies. An improvement in self-rated well-being observed shortly after the workshop was not sustained. Although the study has demonstrated relatively small differences between attendees and non-attendees, there is no doubt that employees have positively received the stress management workshops.20 The management style of the Company has changed dramatically over the last decade and managers and employees are much more sensitive to stress-related issues. In addition, the incidence of stress-related illnesses has declined significantly in recent years. As noted earlier, the stress management workshops are only part of the overall strategy for managing stress in the business and consequently it is difficult to quantify the benefits of the workshops in isolation. A prospective study might have enabled a better quantification of the benefits of the workshop but the present study has provided much useful information about stress awareness and well-being across the organization. We believe that different elements of the stress management workshop would be of value to other organizations as part of a more comprehensive stress management strategy. Feedback indicates that the four types of skills covered in the workshops (behavioural, physiological, emotional and cognitive) are thought to be of real benefit by the participants. In particular, participants have found the development of cognitive skills to be extremely useful and this has led to a greater emphasis on critical thinking skills and rational emotive therapy. 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