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Dimensions of Well-being Playbooks

At Marsh McLennan Agency, we work with many different organizations on their health and well-being programs. We’ve found the best strategies are ones that address whole person health. To help organizations create a whole person health strategy, we identify organizational priorities, assess needs, and determine the appropriate means to measure. You can start this process yourself by asking three questions: “Why, what, and how?” 

Ask why

Why implement a well-being strategy? Some business drivers could include: 
  • Cost control 
  • Quality and customer satisfaction 
  • Generate revenue and grow business 
  • Efficiency in operations 
  • Risk management 
  • Employee engagement and retention
  • Improve workplace culture


Define what

What opportunities exist within your organization?  Use available data to identify areas of focus. Consider reviewing the following: 
  • Healthcare claims, risk scores, and health screenings
  • Workers’ comp and safety reports
  • Workplace environmental assessment results
  • Company policies 
  • Organizational stressors
  • Human resources information system (HRIS) reports
  • Employee engagement


Decide how

How will health and well-being be improved? Determine the strategy and tactics (programs, resources, and tools) you’ll use to address well-being. For example, you could: 
  • Create a supportive, caring workplace culture where employees can thrive (mentally, financially, socially, and physically) 
  • Align policies and procedures with organizational needs 
  • Develop a well-being mission statement with measurable objectives
  • Develop a well-being communication strategy  
  • Leverage free, local, and national resources


The health and well-being consultants at Marsh McLennan Agency can help you find best practice solutions which may include:

  • Development of a business case for investing in employee well-being 
  • Assistance with development of strategic well-being plans 
  • Robust communication strategy support 
  • Turn-key tools and programs 
  • Review of third-party vendor solutions  
  • Monitoring and tracking program progress 
  • Data analysis and strategic implementation 

Contact your local Marsh McLennan Agency team or Betsy Nota-Kirby for more resources on employee well-being.


Information contained herein may have been obtained from a range of third party sources. While the information is believed to be reliable, Marsh & McLennan Agency LLC has not sought to verify it independently. As such, Marsh & McLennan Agency LLC makes no representations or warranties as to the accuracy of the information presented and takes no responsibility or liability (including for indirect, consequential, or incidental damages) for any error, omission or inaccuracy in the data supplied by any third party.

This content is not intended to be taken as advice regarding any individual situation and should not be relied upon as such. Marsh & McLennan Agency LLC shall have no obligation to update this publication and shall have no liability to you or any other party arising out of this publication or any matter contained herein. Any statements concerning actuarial, tax, accounting or legal matters are based solely on our experience as consultants and are not to be relied upon as actuarial, accounting, tax or legal advice, for which you should consult your own professional advisors. Any modeling analytics or projections are subject to inherent uncertainty and the analysis could be materially affected if any underlying assumptions, conditions, information or factors are inaccurate or incomplete or should change. d/b/a in California as Marsh & McLennan Insurance Agency LLC; CA Insurance Lic: 0H18131. Copyright © 2023 Marsh & McLennan Agency LLC. All rights reserved.