Wellbeing Assessment Components
- 1Workforce health profile: Claims data analysis; chronic disease prevalence; cost benchmarking
- 2Program inventory: Catalog all current wellbeing programs; enrollment; engagement; outcomes
- 3Gap analysis: Compare current programs to evidence-based best practices
- 4Employee survey: Assess employee wellbeing and program awareness
- 5Leadership interview: Understand leadership priorities and commitment to wellbeing
- 6Competitive benchmarking: Compare to industry peers on wellbeing investment and outcomes
Assessment as Entry Point
A wellbeing assessment is a high-value entry point for new client relationships. It demonstrates expertise, builds trust, and creates a natural pathway to wellbeing strategy development. A client who has received a rigorous wellbeing assessment from you is far more likely to engage you for ongoing wellbeing advisory services than one who has not.
Pricing the Assessment
Pro Tip
Price the wellbeing assessment as a standalone service — $5,000 to $15,000 depending on employer size and scope. Do not give it away for free as a sales tool. A paid assessment signals that you are a professional advisor, not a vendor trying to win business. Clients who pay for the assessment are more engaged in the process and more likely to act on the findings.