Engaging Firm Management and Strategic Planning in 2015

Engaging Firm Management and Strategic Planning in 2015

Strategic Plan

We are going to assist you in 2015 with engaging your management in the wellness program further. We understand how important it is for you to receive support from your management team to gather momentum behind this program, so this is an opportunity for you to give them some direction on how they can support your efforts. To that end, we mailed a letter in January to firm leadership and a follow-up informational packet will be sent out during the first quarter of 2015. This packed will explain how they can help support you and assist you with strategically planning your wellness initiatives this year. Prior to mailing those communications, it was important that we run a webinar to explain our plans with you to help you prepare to proactively discuss your goals for 2015 with firm leadership and/or other allies in  your firm.

We hosted two webinars during December 2014 to explain the following items:

  • What information will be contained in the management letter and packet
  • Our new Project Management tools to help you set firm-level and personal goals as a Champion
  • How to start discussing and coordinating your efforts with management involvement/support

If you were not able to attend the webinars, you can watch a recorded version via this link: Engaging Firm Management and Strategic Planning Webinar Recording.

Planning Materials:

Strategic Planning Guide

Project Management Template



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  • Recorded Champion Training sessions and supplementary materials
  • Lunch and Learn presentations
  • Discussion Board

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