Proposal for senior management

The following template is a starting point for you to create a proposal to senior managers. It may assist in engaging their support for a workplace health and wellnessstrategy in your organisation. Keep the proposal brief – a maximum of 2-3 pages is recommended.

Instructions:

Included in each section are prompts to {insert} information. Simply replace the bracketed words with the information requested. Some sections give prompts to {change as applicable}.

Date: {insert date}
Proposal Name: Proposal for Workplace Health and WellnessStrategyat{insert organisation name}
Proposal Coordinator: {insert person’s name}
Executive Summary
{Insert brief summary 250-300 words, including:
  • what you are proposing to implement
  • the need the strategy is addressing
  • key objectives and proposed strategy framework
  • the anticipated benefits or outcomes}

Background
{Insert information on:
  • why a workplace health and wellbeing strategy will be beneficial for employees and the organisation
  • what has already been happening in the organisation.
  • key data you may have already attained regarding the cost of poor health and wellness to the workplace
  • consultation that may have already occurred with internal/external stakeholders}

Overall vision/goal
{Insert information on:
  • the overall vision/goal for the strategy linked to the organisation’s strategic goalse.g. ‘To develop a leading-edge health wellness strategy that supports an engaged, safe and resilient workforce’}

Objectives
{Insert information on:
  • the expected overarching objectives of the strategy
  • how the strategy may link to the organisation’s strategic goals.}

Key Stakeholders
{Insert information on:
  • key individuals or groups affected by the strategy}

Proposed strategy framework
{Insert information on:
  • what will be delivered by the strategy.}

Outcomes
{Insert information on:
  • what will be the impact of the strategy linked back to key objectives and organisational priorities}

Resources
{Insert information on:
  • the expected resource usage, including human and physical resources
  • the provision of any required training, support and/or assistance to relevant personnel}

Cost benefit analysis
{Insert information on:
  • anticipated costs, including human resources
  • anticipated benefits; ensure clear how expected return outweighs investment. This may draw on relevant research and/or utilise return on investment calculators to determine}

Governance
{Insert information on:
  • governance structures within the organisation that will be involved in supporting/implementing the strategy, including steering committee, reference groups and/or working groups.}

Communication Strategies
{Insert information on:
  • stakeholder communication management, e.g. employees, management, board members
  • the appropriate medium for each communication, e.g. CEO announcements, newsletters, emails.}

Risk Assessment
{Insert information on:
  • identified risks (at individual and organisational level) in proceeding and not proceeding with the strategy, possible mitigation strategies and barriers to completion.
  • if available, you can use your organisations risk assessment template to present this information}

Due Diligence
{Insert information on:
  • if applicable, external providers you are proposing to use to assist with implementation including areas of expertise, prior experience, insurance, intellectual property, procurement etc.}

Timelines
{Insert information on:
  • stages and/or elements of the intervention, noting the projected timelines (ie when each stage will begin and anticipated duration) }

Monitoring and Evaluation
{Insert information on:
  • why monitoring and evaluation will be important to measuring impact
  • how and when the intervention will be monitored and evaluated for effectiveness
  • how the results and recommendations will be disseminated to key stakeholders

Adapted from:1. Worksafe Tasmania ‘Template: Proposal to Senior Managers’, Available: and 2. Comcare‘Presenting the Business Case for Investment in Health and Wellbeing’, Available:

Assessment item 2: wellness wise practitioner course / 1