Insight
October 15, 2026
Template: Employee Health Action Worksheet
Date posted
Oct 15, 2026
Length
10 minute read
Written by
Brooke Ossenkop
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Find gaps in employee support, clarify partner responsibilities, and build a plan to improve care and follow-through in this Benefits Leader’s Guide to Turning Health Benefits into Action.
You’ve invested in programs to prevent illness, manage conditions, and guide care. Yet employees still miss recommended next steps and leadership wants evidence that the investment is delivering value.
Inside 4 Steps to Increase Preventive Care and Employee Follow-Through, you’ll find:
Four reasons high-cost claimant-only programs can miss opportunities for earlier care. Examine gaps in risk identification, outreach timing, employee follow-through, and connections between programs.
Questions to bring to your next renewal or annual meeting with your wellbeing partner. Establish who supports employees after a recommendation, helps address barriers, and confirms whether action happened.
Four practical steps with examples and prompts. Define success, assess the current experience, evaluate the value of change, and agree on responsibilities.
A companion worksheet - Employee Health Action Plan Template. Compare options and build recommendations with owners, measures, and review dates.
Use the guide and template with your broker, consultant, or benefits partners before a renewal, during planning, or when you need a clearer answer about what your investment is accomplishing.
Every benefit expects an activated employee. Navigate helps them become one, bringing culture, care, and clinical wellbeing together to help people take meaningful health action. Ready to see how it works? Schedule a call.
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