Template: Employee Health Action Worksheet

What should your health and wellbeing investment help employees accomplish? This free template helps benefits leaders define success and align their partners on actions and measurable results. 

A screening result, a care recommendation, and an available benefit can all exist without a clear path for employees to follow through. When those connections are missing, HR often becomes the coordinator, and the value of your investment remains unclear. 

Use this worksheet to identify one gap, evaluate what closing it would take, and build a plan your team and partners can own together. 

What this template helps you do 

• Define the employee health actions and outcomes you want to achieve 

• Identify where support stops and what evidence is missing 

• Evaluate the value, cost, and effort of closing the gap 

• Compare renewing, improving, or replacing current support 

• Establish partner and HR responsibilities 

• Set measures and review dates to track progress 

The worksheet follows PAVE, a four-step framework for defining the outcome, assessing the current experience, evaluating value, and turning engagement into action. For examples and guidance as you complete it, read the companion guide or watch the video. 

With Navigate, culture, care, and clinical wellbeing work together to activate workforce health, connecting employees to the support they need and helping them follow through. Schedule a call.