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.
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?
What came out of this meeting? What are your next steps?
Free forever plan
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