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4. Develop your action plan

Before you create an action plan for your health and wellbeing program, it’s a good idea to develop an overall health and wellbeing policy. This key document will drive and guide all of your health and wellbeing activities.

Now you know what your employees want and you have your guiding document complete, you are ready to create an action plan for your health and wellbeing program.

1. Determine goals and objectives 

The first step is to determine your goals and objectives, based on the key issues that were identified in your needs assessment.


Your survey identifies that employees only consume about half the recommended daily intake of fruit and vegetables. You think this is an important area in which to make an impact.

Your overall goal is that employees have access to healthier food options within the workplace, while your specific objective is to increase intake of fruit and vegetables by 20% over the next 12 months.

2. Identify and create strategies and activities 

The second step is to identify and create strategies and activities to meet these goals and objectives.


  1. Your strategy is to organise a cost-recovery fruit and vegetable bowl in the workplace kitchen. Your specific activities include sourcing a supplier, investigating delivery options and working out how you’d keep track of the quality and freshness of the produce.
  2. In a larger organisation with an onsite cafeteria, your strategy is to include more vegetables on the menu. Your specific activities include initiating discussions with the cafeteria chef and bringing in a dietician to discuss your menu.

Strategies can be simple and inexpensive, or require a more significant investment in time and money.

Generally, the more comprehensive a strategy, the more activities needed to fulfil it.

Ideally, there should be a mix of strategies that target people, places and policies. 

  • Strategies that focus on people are aimed at educating employees and raising awareness.
  • Strategies that focus on places target the physical environments or infrastructure in which we work.
  • Strategies that focus on policies usually provide a formal ‘back up’ to these other two areas.

It’s important to consolidate and acknowledge what you are already doing.

  • For example, do you already have shower facilities in your workplace? That’s a bonus that you can communicate to employees who may want to increase their physical activity during work hours.

This is also a good time to identify resources, facilities and expertise both within the workplace and in the community.

  • For example, do you have a room that would be suitable for a yoga class, or are participants better off using the facilities at a nearby yoga school?

Which of these strategies will encourage the greatest participation rate?

Which will be easiest for your employees?

Which will be most cost effective for you?