4 Steps to Creating Your Wellbeing Program

December 2, 2020

As an employer considers introducing a wellness program to its employees, there are several decisions to consider to ensure that the organization has a sustainable foundation to support any long-term wellbeing initiative.



We believe the term “wellbeing” is a more accurate and complete description of health as compared to the conventionally used “wellness.” Wellness can sometimes stimulate limited perceptions amongst employers who want to focus solely on physical health. Alera Group has embraced the foundational research from the Gallup Organization and the resulting published work by T. Rath and J. Harter, Wellbeing: The Five Essential Elements, to represent a more comprehensive approach to the idea of being “well”. We encourage employers to consider including elements of career, financial, emotional, social, physical, and community into their “well” being strategies.



You can download our full Wellbeing Program Development Guide for more insight on crafting your wellbeing strategy. Here are four key steps to consider as you build your organization's wellbeing plan for 2021.




  1. Identifying Internal Support. Leadership buy-in is one of the most fundamental elements to establishing a wellbeing effort to ensure long-term support for the program through staffing, budget and resources.




  2. Evaluating Financial Resources & Considerations. Some medical carriers will be able to offer financial support in the form of wellness credits. There are often restrictions on how these dollars can be used, sometimes only towards the carriers’ own products or services




  3. Defining a Wellbeing Strategy. Collecting data is a good initial strategy to developing a wellbeing program within your organization. Not every group has access to claims data that would identify medical conditions, so there are other methods of getting information to help develop your program




  4. Communication & Engagement Strategies. Effective communication and employee engagement often go hand-in-hand with any wellbeing program. Marketing the program, as you would any other benefit, helps to generate awareness and create enthusiasm about the program amongst your employees.



For a detailed starter guide to plan your organization's wellbeing strategy, download our Wellbeing Program Development Guide

The information provided in this alert is not, is not intended to be, and shall not be construed to be, either the provision of legal advice or an offer to provide legal services, nor does it necessarily reflect the opinions of the firm, our lawyers or our clients. This is not legal advice. No client-lawyer relationship between you and our lawyers is or may be created by your use of this information. Rather, the content is intended as a general overview of the subject matter covered. Barrow Weatherhead Lent LLP is not obligated to provide updates on the information presented herein. Those reading this alert are encouraged to seek direct counsel on legal questions. © 2023 Barrow Weatherhead Lent LLP. All Rights Reserved.

About Alera Group 

Alera Group is an independent, national insurance and wealth services firm with more than $1.1 billion in annual revenue, offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide. By working collaboratively across specialties and geographies, Alera Group’s team of more than 4,000 professionals in more than 180 locations provides creative, competitive services that help ensure a client’s business and personal success. For more information, visit https://aleragroup.com/ or follow us on LinkedIn.