Initiative Check-In with Wellness Advisor

Check out this 4-step.initiative check in template used with a wellness advisor to go through key agenda topics and get an action plan rolled out.

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Tone of the meeting

Initiative updates

What are your work priorities this week? How are you spending your time?

Action Plan Review

Review the current action plan and reassess if necessary.

Sensitive Case Review

Are there any situations we should preemptively be aware of?

Action Items

What came out of this meeting? What are your next steps?

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