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The Wellness Business Case Template: Capture Analysis and Present Wellness Initiatives Impact and Investment to Secure Leadership Approval.

Top creators

Allessandria Polizzi
Advisor level
63 Wows earned

Purpose

This tool offers a structured framework for evaluating and justifying workplace wellness initiatives by aligning them with organizational goals and outcomes. It highlights the value of these programs across key dimensions—People, Productivity, Purpose, and Profit—while supporting decision-making and ensuring alignment with broader objectives. The template enables HR professionals to effectively communicate both the qualitative and quantitative benefits of proposed wellness initiatives.

How to use this tool

The template is designed to help build, analyze, and present a compelling case for workplace wellness programs. Each section should be populated with initiative-specific data, including expected outcomes, qualitative elements, resources required, and projected costs, to demonstrate the program’s feasibility and impact. The tool ensures clear communication of the initiative's value to stakeholders while highlighting its contribution to employee well-being and organizational success.

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