Before adding another wellness program, understand what your people actually need.
Evaluate employee well-being needs, existing resources and investment priorities. Identify gaps, review available spending data and develop a practical roadmap for future decisions.
What the assessment may include
Consider differences in role, life stage, location, schedule, caregiving responsibilities, accessibility and culture. The scope can cover an organization, business unit, campus, employee population or specific priority.
- Leadership and stakeholder interviews
- An inventory of benefits, programs, vendors and resources
- Employee surveys or structured listening
- Participation and engagement review
- Accessibility and inclusion review
- Communication and awareness review
- Duplication and gap identification
- Priority populations and moments of need
- Baseline success indicators
A Workforce Well-being Roadmap
A Workforce Well-being Roadmap with findings, priorities, recommended next steps, resource and program needs, and a measurement approach. Scope and timing are agreed before work begins.
Wellness Investment Audit
Where useful, the assessment can include a Wellness Investment Audit that connects workforce needs with available spending information and future investment choices. This is an optional assessment component, not a separate service.
- Stakeholder discovery and workforce needs assessment.
- Review of available program and vendor spending information.
- Investment priorities and budget scenarios.
- Baseline indicators for participation, employee experience, spending and performance.
- A recommended 12-month roadmap.
- An executive findings discussion and practical next steps.
Survey methods, data access, aggregation and reporting are agreed before any information is collected. Findings report what the available data supports.
How an engagement starts
- 1
Consultation
A conversation to clarify what you are seeing and whether an assessment is the right first step.
- 2
Agreed scope
Scope, timing, data access and reporting are agreed before work begins.
- 3
Assessment
Listening, review and analysis across the agreed population and priorities.
- 4
Roadmap
Findings, priorities and recommended next steps, shared with your leadership team.
Start with what your people need.
Tell us what you are seeing. We will help you decide whether an assessment is the right first step.