Business Wellness Audit Form “Operationalizing Wellness: Uncover Hidden Costs & Strategic Opportunities” Company Name Industry Total Employees Number of People Managers Total Employees Location Remote On-site Hybrid Name * First Name Last Name Email * Phone (###) ### #### Turnover % Do you currently offer a wellness program? Yes No In process If yes, describe briefly Last Year's Medical Premium Increase (%) Year's Workman’s comp claims (last 12 months) Amount in reserves? The number of medical/stress related leaves (last 12 months) Cost to backfill Average cost of hire Employees show signs of exhaustion or disengagement Rarely Sometimes Often Always Performance issues tied to emotional, physical, or mental burnout Rarely Sometimes Often Always Managers are overburdened and unable to support direct reports well Rarely Sometimes Often Always Internal conflicts/employee relations issues have increased Rarely Sometimes Often Always Team morale is low or inconsistent Rarely Sometimes Often Always Are managers trained to identify and address early signs of burnout? Yes No Unsure Do your wellness investments align with your business goals (e.g., retention, innovation, capacity)? Yes No Unsure What would it mean to your organization to reduce burnout-related costs by 10–20% over the next year? Select all that apply: We want to understand the ROI of wellness We need to reduce absenteeism or turnover We’re willing to pilot a new way of supporting our people We want to get more out of our current wellness spend We’re open to rethinking how we measure productivity Thank you!
