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Initiative Check-In with Wellness Advisor Template

Check out this 4-step initiative check in template used with a wellness advisor to go through key agenda topics and get an action plan rolled out.

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What’s inside this Initiative Check-In with Wellness Advisor Template:

1 ✔️ Initiative Updates

What are your work priorities this week? How are you spending your time?

2 💪 Action Plan Review

Review the current action plan and reassess if necessary.

3 📁 Sensitive Case Review

Are there any situations we should preemptively be aware of?

4 ✅ Action Items

What came out of this meeting? What are your next steps?

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