Wellbeing Strategy and Plan SAMPLE TEMPLATE

The Current State of Poor Health and Wellbeing Is Unsustainable of employees sit more than 7.5 hours per day at their jobs $153 billion is lost annually in time away from work due to the unwell workforce 86% Poor Health and Wellbeing significantly impacts the business in terms of reduced morale and engagement, lower performance, increased absenteeism and presenteeism, and higher overall cost 90% of Americans consume more empty calories than recommended, and 38% and 20% don’t eat fruit and vegetables at least once per day, respectively Stress may push us to eat more and feel less motivated to be physically active

It’s All About Building a Healthy, High-Performing Workplace Employees with high reported wellbeing are 6x more likely to be engaged at work and 32% more likely to stay with a company Highly engaged business units are 21% more productive and 22% more profitable Improve productivity, engagement, and performance Lower risk for heart disease, some cancers, osteoporosis, and diabetes Get Active │Eat Well │Build Balance to… Optimize energy Reduce stress Improve cognitive function and focus Maintain and manage weight

Our Strategic Plan for Success—Mission, Goals, and Focus Our Mission Support employees with an engaging wellbeing experience to drive results both in work and in life Optimize Energy: Expand our capacity to perform at our best. Incorporate movement into the day and consume healthy foods that fuel our productivity Drive Individual and Team Success: Develop a balanced approach to work and life. Cultivate healthy connections to our families, co-workers, customers, and firm Our Goals Get Active: Encourage employees to sit less, move more, and meet physical activity guidelines Eat Well: Food is the body’s fuel. Support employees to eat in healthy ways and on healthier foods to perform better Build Balance: Inspire employees to be more present and aware in their daily lives, and promote strategic breaks to recover and reenergize Our Focus

Our Team—Support From the Top Down and Bottom Up Business Leader: Provides oversight of the wellbeing program and ensures that program and business objectives are aligned Wellbeing Program Manager: Responsible for planning, implementing, and evaluating the wellbeing program in collaboration with others Wellbeing Champion Team: Hands-on support for wellbeing at work, visible and vocal supporters of the program Employees: Our target audience. We will endeavor to create a program to improve their heath and wellbeing so they can be their best selves—both at work and in life

Our Programs Will Leverage All Avenues of Influence to Impact Change WORK ENVIRONMENT WORKPLACE CULTURE COMMUNITY HEALTH AND WELLBEING RESOURCES HEALTHY, HIGH-PERFORMNG EMPLOYEES Work Environment: Make changes to the built environment and incorporate healthy practices into the workday Health and Wellbeing Resources: Programs and information available to employees (and families) to support their wellbeing efforts Community: The activities in which the organization engages, or the expertise and resources it provides, to support the surrounding community Workplace Culture: The attitudes, values, beliefs, and daily practices in the company that affect the wellbeing of employees

Year 1 Tactics and Timeline (Sample) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Operational Conduct and review Employee Needs and Interests Survey and Workplace Wellbeing Assessment Conduct & Review Wellbeing Infrastructure Planning and Develop Recruitment Develop & Approve Implement Wellbeing Strategy Programmatic Challenge Preparation Launch Evaluate Eat Well Bingo Challenge Get Active Meeting Breaks Review Breaks Implement Ongoing Activity Preparation Implement Ongoing Water Infusion Bar Community Farmers Market Research & Preparation Attend Farmers Market Workplace Policy Review and Finalize Policy Implement Ongoing

Citations Page 1 (2013, July 15). Ergotron JustStand survey & index report. Retrieved December 11, 2015 from http://www.juststand.org/portals/3/liteCHMIture/SurveyIndexReport.pdf (2013). State indicator report on fruits and vegetables. Retrieved December 22, 2015 from http://www.cdc.gov/nutrition/downloads/State- Indicator-Report-Fruits-Vegetables-2013.pdf Krebs-Smith, S. M., Guenther, P. M., Subar, A. F., Kirkpatrick, S. I., & Dodd, K. W. (2010). Americans do not meet federal dietary recommendations. The Journal of Nutrition, 140(10), 1832-1838. Agrawal, S. & Witters, D. (2011, October 17). Unhealthy U.S. workers' absenteeism costs $153 billion. Retrieved December 17, 2015 from http://www.gallup.com/poll/150026/unhealthy-workers-absenteeism-costs-153-billion.aspx Page 2 (2015, October). Benefits of physical activity. Retrieved December 17, 2015 from https://www.nhlbi.nih.gov/health/health- topics/topics/phys/benefits (2015, June). The benefits of physical activity. Retrieved December 17, 2015 from http://www.cdc.gov/physicalactivity/basics/pa-health/ (n.d.). Benefits of a balanced diet. Retrieved December 17, 2015 from http://www.euro.who.int/en/health-topics/disease-prevention/nutrition/a- healthy-lifestyle/benefits-of-a-balanced-diet (2011, July 26). Eating to boost energy. Harvard Healthbeat. Retrieved December 17, 2015 from http://www.health.harvard.edu/healthbeat/eating-to-boost-energy Sorenson, S. (2013, September 9). Lower your health costs while boosting performance. Retrieved December 17, 2015 from http://www.gallup.com/businessjournal/164420/lower-health-costs-boosting-performance.aspx Sorenson, S. (2013, June 20). How employee engagement drives growth. Retrieved December 17, 2015 from http://www.gallup.com/businessjournal/163130/employee-engagement-drives-growth.aspx Page 7 Adapted from: Burton, J. (2010). WHO healthy workplace framework and model: Background and supporting literature and practices. Retrieved December 17, 2015 from http://www.who.int/occupational_health/healthy_workplace_framework.pdf Page 11 Damsker, M., Connor, M., Farmer, E., Umland, B., Anderson, D., & Alexander, G., et al (2015). Program Measurement and Evaluation Guide: Core Metrics for Employee Health Management. Health Enhancement Research Organization and Population Health Alliance.