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Resources

Planning Templates

26 Results

Sample Committee Meeting Agenda

Use this planning template as reference for a committee meeting agenda.


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Cultivate Supportive Health Promoting Environments, Policies and Practices

The purpose of this benchmark is to assist in creating policies, resources, and support that help foster a workplace centered on the employee’s well-being.


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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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Data Collection Checklist

Beyond biometrics and health risk data, this new toolkit will help you determine what information you need to know to help employees live better lives and create the organizational culture that you want.


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Individual Wellness Plan (IWP) Template

A fillable template owned by the leader (or team member) for wellness self-development and role modeling.


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The Internal Workplace Wellness Evaluation Plan

A fillable worksheet (with examples template aimed at helping you understand and empathize with your key stakeholders by creating “personas” for each of your stakeholder groups.


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Workplace Wellness Organizational Identity Audit: Facilitation Guide

A guided facilitation guide aimed at facilitating a discussion around wellness integration into key organizational identity elements including organizational purpose, mission, vision, values, and behaviors.


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Measuring Well-Being Planning Template

Members of the WELCOA community spent six weeks exploring the important aspects of measuring well-being with subject matter expert and Founder of AdvancingWellness, Mari Ryan, in WELCOA’s inaugural Inner Circle on Measuring Well-Being. This resource provides you with a template to help develop an evaluation strategy to measure what matters most in your organization.


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Activating Wellness Program Participation

There is definitely an art to creating enthusiasm and increasing active participation in your company’s worksite wellness initiative. Move the needle when it comes to increasing employee participation and engagement in your programs.


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Sample Packing Checklist: Travel Wellness

Use this guide to help you identify if you have packed all of things that you will need for your business trip. It is simply a list of things that will help you be prepared to travel with your health and wellness in mind.


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