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Planning Templates

29 Results

Benchmark 7: Evaluate, Communicate, Celebrate and Iterate

WELCOA has created this toolkit to help you understand the impact of your efforts to support health and wellbeing. The benchmark strategy is to evaluate, communicate, celebrate and iterate. Use the toolkit for guidance on how findings from your evaluation are communicated to ensure continuous improvement efforts in your worksite wellness initiatives.


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Sample Wellness Program Participation Feedback Form

Sample Participation Feedback Form

Do you know what your employees want in a health promotion initiative? Many companies think they know the answer to this question, but you’d be surprised at how many would be wrong. So what’s the best way to know the interests of your employees? Just ask them. Asking is as easy as distributing a survey that invites your employees to share their opinions.


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Sample Worksite Wellness Summary

Sample Annual Worksite Wellness Summary Report Template

Use this template of questions and suggestions to tell the story about your worksite wellness initiative this past year.


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Creating Supportive Wellness Enviroment

5 Practices to Consider In Creating Supportive Environments

Consider the five recommendations in this template to guide your progress toward creating supportive environments at the workplace to support employee health and wellness.


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Choosing Initiatives that Support the Whole Employee

Choosing Appropriate Initiatives Planning Template

This planning template supports employee health and wellbeing so they can succeed at what they want to achieve toward a thriving life. This can happen at the workplace and be aligned with the organization specific wellbeing vision and purpose. Use the toolkit items to enhance your decision making skills to bring the right intervention to your organization.


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Benchmark 4: Crafting an Operating Plan

WELCOA has created this sample planning template as a helpful tool for developing your strategic operating plan. This form allows you to outline and organize your wellness plan.


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Operating Plan Presentation Template

This operating plan template is ideal for communicating wellness program strategy and planning to clients or leadership. It is an editable presentation that will help you tell a comprehensive wellness program story.


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ChildServe’s Wellness Program Mission and Vision

A sample of a mission and vision statement from Well Workplace Gold Winner, ChildServe.


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Wellness Team Meeting Template

Wellness Team Meeting Template

[ FREE RESOURCE ] Check out this template of a wellness team meeting agenda that can be used to track and report progress at each wellness team meeting.


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