Wellness Planning Tools

Posted on November 14th, 2013 by Seth Nickinson

These resources are curated to help you organize and develop your in-house wellness initiative.

*Wisconsin Worksite Wellness – a really well written guide was developed to assist businesses in starting, adding to or maintaining a wellness program for their staff. Helps you scope a program and develop an action plan.  http://www.dhs.wisconsin.gov/physical-activity/Worksite/index.htm 

Steps to Wellness (CDC): This guide provides employers interested in creating or expanding their wellness programs with easy and understandable steps on how to increase the physical activity of employees in the workplace. http://www.cdc.gov/nccdphp/dnpao/hwi/toolkits/pa-toolkit.htm

            Seven clear sections include:

  • Step 1: Building Support
  • Step 2: Planning and Assessing
  • Step 3: Promoting
  • Step 4: Implementing
  • Step 5: Evaluation 
  • Step 6: Sharing Results 
  • Step 7: Sustainability 


HealthWorks Workbook: A Hands-On Guide to Creating Workforce Wellness Programs (Kaiser Permanente): tools to help launch a workplace wellness  program  

California Fit Business Kit! (from The Network for a Healthy California — Worksite Program): a series of tools ranging from policies, workplace assessments, to tips on establishing worksite walking clubs, etc.  http://www.cdph.ca.gov/programs/cpns/Pages/WorksiteFitBusinessKit.aspx

Check For Health – Workplace Environmental Assessment: from the Network for Healthy CA – a simple, easy-to-use checklist to take stock of the status of workplace wellness 


Healthy Workforce 2010 and Beyond –  Wellness Council of America (WELCOA) 

WELCOA’s 7 Benchmarks

  1. Capturing CEO Support 
  2. Creating Cohesive Wellness Teams 
  3. Collecting Data To Drive Health Efforts 
  4. Carefully Crafting An Operating Plan 
  5. Choosing Appropriate Interventions 
  6. Creating A Supportive Environment 
  7. Carefully Evaluating Outcomes 

Best Practices from “Policy and Practice Working Group Examining the Value of Integrating Occupational Health and Safety and Health Promotion Programs in the Workplace.” (pp. 34-38) http://www.saif.com/_files/CompNews/CNexamining.pdf

Building Healthy Texans: a Guide to lower health care costs and more productive employees http://www.dshs.state.tx.us/wellness/wwt.shtm 

Cooper Institute “Personal Empowerment Plan”:  from the “father of aerobics”; Personal Empowerment Plan (PEP) is a strategy for work sites to promote healthy eating and moderate physical activity. The Coordinator’s Guide will walk you through the PEP Steps to implementing a wellness program: planning, promoting, implementing, and evaluating. http://www.cooperinstitute.org/pub/products.cfm?actionxm=Detail&item_id=5016

Heart Association “Wellness in the Workplace”: sign up to use a suite of Heart Association tools, including Healthy Messages for your newsletter, and an Activity Tracker for all your employees. They will also assist you to organize a Walking Challenge and certify as a “Fit-Friendly Worksite.” http://www.startwalkingnow.org/start_workplace.jsp


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