SERVICES

Strategic assessments and advisory services that strengthen systems and improve well‑being outcomes.

Strategic Assessment

Operational Wellness Audit

Starting at $7,500

A high‑clarity diagnostic designed to reveal the structural barriers limiting participation, performance, and well‑being ROI.

Includes

  • Intake & Analysis — targeted discovery to understand your current systems, workflows, and participation patterns.

  • Diagnostic Audit — a deep review of operational bottlenecks across administration, communication, and workflow design.

  • Executive Strategic Roadmap — a clear, actionable plan showing exactly what to fix, why it matters, and how to execute internally.

  • Final Executive Review Meeting — a leadership‑level briefing to align priorities, decisions, and next steps.

Enterprise Audit

Starting at $15,000

A deep, system‑level assessment built for large or complex organizations with multiple workflows, vendors, and operational layers.

Includes

  • Expanded Review — a comprehensive evaluation across departments, platforms, communication channels, and operational touchpoints.

  • Leadership Interviews — targeted conversations with executives and key stakeholders to surface blind spots and structural friction.

  • Comprehensive Strategic Recommendations — a detailed set of system‑level fixes, prioritized for impact, feasibility, and ROI.

  • Executive Presentation— a boardroom‑ready briefing that aligns leadership on findings, decisions, and next steps.

Executive Wellness Strategy Review

Starting at $1,500

A focused, leadership‑level assessment for executives seeking clear insight into wellness investments, engagement challenges, and organizational priorities.

Includes

  • Targeted Review — a concise evaluation of your current wellness strategy, participation patterns, and operational context.

  • Engagement Analysis — identification of the structural barriers affecting employee uptake and well‑being performance.

  • Executive Recommendations — clear, actionable guidance on what to adjust, strengthen, or redesign for measurable outcomes.

Executive Speaking & Workshops 

Starting at $2,500.

Engaging, executive‑level presentations and workshops focused on operational wellness, employee engagement, burnout prevention, and systems design. Sessions are tailored for leadership teams, HR professionals, healthcare organizations, universities, and conference audiences.

Includes

  • Executive‑Focused Presentations — high‑clarity briefings that translate complex operational issues into actionable leadership insight.

  • Tailored Workshops — interactive sessions designed around your organization's systems, challenges, and strategic priorities.

  • Customizable Topics — content adapted to your event, audience, and operational context.

Contact for availability and custom quotes.


Which Service Is Right for You?

Operational Wellness Audit

For organizations experiencing low participation, rising burnout, or uncertainty about the effectiveness and ROI of current wellness investments.

Enterprise Audit

For large or complex organizations needing a comprehensive, system‑level assessment across multiple departments, locations, workflows, or wellness vendors.

Executive Wellness Strategy Review

For leaders seeking expert insight and clear recommendations before making major wellness or well‑being investment decisions.

Executive Speaking & Workshops

For conferences, leadership teams, professional associations, and organizations wanting practical, executive‑level insight on operational wellness, employee engagement, and burnout.


Ready to Improve Wellness Outcomes?

Stop adding more programs and start addressing the systems that determine whether they work. Schedule a complimentary Discovery Call to discuss your organization's goals, challenges, and the operational barriers affecting well‑being performance.