Organizational Strategies for Health and Financial Wellness Course Outline

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During these uncertain times, it is more important than ever to provide the tools to your workforce to become more empowered, balanced and focused on their own personal well-being. However, stress from the pandemic, inflationary fears, and signs of a recession are weighing heavily on employees so organizations must continue to explore current and new trends and strategies in workplace wellness program design to provide a clear path to health, wealth, and happiness for employees. 

In this 2-day course, you will walk away with actionable strategies you can incorporate to create an impactful and relevant wholistic wellness program to help attract and retain employees and create a thriving workplace culture and avoid mental burnout and quiet quitting within your organization.  

Day 1

8:00 – 8:30 Course Introduction – Overview

  • Course content and learning objectives
  • Wellness Marketplace

8:30 – 9:00 Introduction to day 1 content and learning objectives

  • Terminology and concepts
    • Health care literacy
    • Population health management
    • Current buzz words
  • Defining stakeholders and drivers (the below are examples, not intended to be all encompassing)
    • Corporate Employers
      • Drivers: Medical plan costs, absentee costs, productivity, recruiting, public relations, corporate culture, etc.
    • Public Employers
      • Community based approaches
    • Taft-Hartley Plan Sponsors
      • Stakeholders: Employer, Union, Trustees/board
    • Individuals/Plan members

9:00 – 9:30 Behavioral Influences

  • Who do wellness programs impact?
  • Intrinsic vs. extrinsic motivation
  • Spectrum of health in an organization and how to engage all

9:30 -10:15 Making the Case for Wellness

  • Do wellness plans provide a ROI?
  • Reasons for implementation besides expected ROI
  • Obtaining key stakeholder buy-in

10:15 – 10:30 Break

10:30 – Noon Developing a Worksite Wellness Program – Strategic

  • Engaging key stakeholders
  • Developing a committee
  • Understanding the demographics and culture of your organization
  • Branding your initiative
  • Obtaining and utilize employee/member input
  • Creating awareness and engagement
  • Use of incentives
  • Accountability
  • Sustainability
  • Establishing expected outcomes and methods of measurement
  • Selecting vendor and community partners

12:00 – 12:45 Lunch

12:45 – 2:45 Developing a Worksite Wellness Program – Tactical

  • What works – what doesn’t?
  • Examples
  • Developing content
  • Developing champions/peer programs

3:00 – 4:15 Case Study Part 1

Day 2

8:00 – 8:30 Introduction to Day 2

  • Workforce wellness and well-being and the impact of financial issues
  • Terminology and concepts
    • Defining financial literacy
    • How it differs from retirement security
  • Employee/Member financial security’s impact on workforce planning
  • Defining stakeholders and drivers (the below are examples, not intended to be all encompassing)
    • Corporate Employers
      • Drivers: Industry, size, employer longevity, workforce and succession planning, etc.
      • Differing stakeholders: Human resources, finance, c-suite
    • Public Employers
      • Differing career paths (ex: police/fire with shorter tenure vs. teacher)
      • Impact of politics, including public opinion/perception
    • Taft-Hartley Plan Sponsors
      • Stakeholders: Employer, Union, Trustees/board
    • Individuals/Plan Members

8:30 – 9:00 The Scope of the Retirement Security and Financial Literacy Problem

9:00 – 9:30 The Pillars of All Financial Planning

9:30 – 9:45 Break

9:45 – 10:30 Demographic Challenges

  • Financial concerns – A Generational Approach
    • Millennials
      • What research suggests
      • Hurdles millennials face
      • Available tools
      • Building self-reliance
    • Gen X
      • What research suggests
      • The tougher choices – savings vs. ongoing needs
      • Available tools
    • Baby Boom
      • What research suggests
      • The role of DC, DB, and Social Security
      • Understanding retirement risks
    • Gen Z
      • What do we need to be prepared for?

10:30 – 11:30 The Lessons of Behavioral Finance

  • Why behavior matters
    • Emotional Biases
    • Cognitive Biases
    • Avoiding stumbling blocks
  • Your employees and behavioral influence
    • Changing their perspective
    • Case study examples

11:30 – 12:15 Lunch

12:15 – 12:45 Developing Financial Literacy Content – Strategic

  • Understanding your organization’s demographics and culture
  • Aligning your program with benefits offered
  • Obtaining key stakeholder buy-in
  • Determining your strategy
  • Branding your initiative
  • What works – what doesn’t?
  • Establishing expected outcomes and methods of measurement
  • Selecting vendor and community partners

12:45 – 2:00 Developing Financial Literacy Content – Tactical

  • Just-in-time financial education
    • Examples
    • Developing Content
    • Tiered financial education
  • Event driven
    • Examples
    • Developing Content
    • Using stories and peer involvement
  • Cross platform delivery methods

2:00 - 3:30 Case Study Part 2

3:30 – 3:45

  • Questions
  • Closing and Evaluations

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