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?