1. Wellbeing Strategy and Plan SAMPLE TEMPLATE

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

8. Citations
Page 1
(2013, July 15). Ergotron JustStand survey & index report. Retrieved December 11, 2015 from
(2013). State indicator report on fruits and vegetables. Retrieved December 22, 2015 from 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),
Agrawal, S. & Witters, D. (2011, October 17). Unhealthy U.S. workers' absenteeism costs $153 billion. Retrieved December 17, 2015 from
Page 2
(2015, October). Benefits of physical activity. Retrieved December 17, 2015 from topics/topics/phys/benefits
(2015, June). The benefits of physical activity. Retrieved December 17, 2015 from
(n.d.). Benefits of a balanced diet. Retrieved December 17, 2015 from healthy-lifestyle/benefits-of-a-balanced-diet
(2011, July 26). Eating to boost energy. Harvard Healthbeat. Retrieved December 17, 2015 from
Sorenson, S. (2013, September 9). Lower your health costs while boosting performance. Retrieved December 17, 2015 from
Sorenson, S. (2013, June 20). How employee engagement drives growth. Retrieved December 17, 2015 from
Page 7
Adapted from: Burton, J. (2010). WHO healthy workplace framework and model: Background and supporting literature and practices. Retrieved December 17, 2015 from
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.