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Resources

Benchmark 4 Toolkit

Benchmark #4
Crafting an Operating Plan

 

These resources will help you outline and organize your wellness initiatives as part of your strategic plan. You will learn about the key elements of developing your plan, from goal setting to evaluation.

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Common Challenges of Crafting an Operating Plan

This quick guide states common challenges to crafting an operation plan for your organization’s wellness program.


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Operating Plan Overview

This quick guide delivers an overview of steps to creating an operation plan for your organization’s wellness program.


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Crafting an Operating Plan

This planning template will help you organize your strategic plan. Remember that plans are fluid, not rigid, and are to be used more of a guide in designing your well workplace initiatives. You will find that many of these items are required as part of the Well Workplace Award Application.


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Benchmark 4: Crafting an Operating Plan Toolkit

Wellness Alliance 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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10 Things to Consider When Developing Your Wellness Operating Plan

During the planning phase of a new or revised workplace wellness program, it’s important to anticipate some tough questions. To help you overcome this challenge, we’ve compiled a list of the most commonly asked questions when it comes to thinking through the design of the operating plan of workplace wellness programs.


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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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Seven Points of Transformation with Dr. Rosie Ward and Dr. Jon Robison

People often can become overwhelmed when thinking about changing culture, but it doesn’t have to be overwhelming. In this interview, Rosie and Jon present a blueprint that leverages their 7 Points of Transformation for building a thriving culture at work.


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Wellness Operating Plans with Lisa Krieg and Katie Sarno

Lisa Krieg and Katie Sarno of the West Ohio Regional Healthcare Alliance discuss their successes, the power of the operating plan, and the importance of CEO support.


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