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Developing a Wellness Program Business Plan, part 2

Wellness Program Business plan review (from Key #19)

• A Wellness Program business plan is a roadmap for success.
• Your Wellness Program business plan should convincingly demonstrate that your Wellness Program will help the organization to achieve its goals.

More smart Wellness Program business planning strategies

Planning the Wellness Program

• Find out how your organization plans so that your planning process will be in sync with what already happens in the organization.
• Involve other people. A planning team brings their combined experience and perspective to the process. Including potential partners as you plan will make it easier to get their buy-in later.

Thinking of the big picture

• Consider the barriers and challenges that might be encountered during Wellness Program implementation. Develop strategies ahead of time to overcome these potential problems.
• Do a SWOT analysis and examine Strengths, Weaknesses, Opportunities, and Threats.

This analysis will help you identify potential problem areas or resource shortfalls as well as opportunities for growth or increased partnerships with other installation personnel.

The WORST business planning strategy: sitting in your office; working by yourself.

The best Wellness Program business planning strategies

• Get out of your office; get out of the business. The more people you involve in the Wellness Program planning process, the better. Always look for ways to expand your network.
• Keep your budget people informed. Get to know their philosophy of financial management.
• Be able to articulate the impact if your budget is not fully funded.
o Stay away from basing your impact-if-not-funded argument solely on: “We have to.”
o Instead, describe the impact-if-not-funded with phrases like: injuries to workers, increased compensation costs, increased medical care costs for patients, lost work time, loss of licenses/accreditations, loss of workload to the Tricare network.
• Always have purchase requests ready to be submitted. There is often a short window of time to process these requests. Having the information gathered ahead of time will make it easy to submit the information right away.

A well thought-out Wellness Program business plan is essential in these times of shrinking budgets and resources. A good business plan will help you gain leadership support and help you get and keep resources needed to implement the Wellness Program.

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Developing a Wellness Program Business Plan, part 1

A business plan is a roadmap for success. Use the guidelines below to develop a realistic business plan and budget for your Wellness Programs.

What is a business plan?

• A plan for success
• A document that convincingly demonstrates that your Wellness Program will help the organization to achieve its goals.

Questions to ask when developing a Wellness Program business plan

• Why do you need to do the Wellness Program?
• What are you going to do?
• Where are you going to do it?
• Who is the target audience?
• How are you going to do it?
• Who is going to implement the Wellness Program?
• How much will the Wellness Program cost Senior Management?
• What is Senior Management going to get out of the Wellness Program? Why should Senior Management invest in the Wellness Program?

Wellness Program Business Plan Components

• Title and duration of the Wellness Program
• Points of contact
• Background information (description of need; bibliography/literature review; how the Wellness

Program will help achieve the organization’s goals)

• Wellness Program description
• Goals and objectives
• Implementation site
• Target population
• Work plan
• Partnerships and collaborations
• Timelines and milestones
• Budget and resource requirements (dollars and people)

Gaining the support of leadership

• Clearly link the Wellness Program goals and objectives to the organization’s strategic plan.
• Focus on the desired outcomes.
• Use the right language for the right audience. For example, Senior Management is interested in decreased clinic visits, increased provider productivity, management of the health of the population. However, Senior Management is interested in increased readiness, decreased lost duty/training time, and decreased disability and FECA claims.
A well thought-out Wellness Program business plan will help you gain leadership support, help you get and keep resources needed to implement the Wellness Program, and keep the Wellness Program on track towards meaningful outcomes.

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