Corporate Wellness Program
Marketing Plan

This pre-written plan gives editable sections for goals, channels, and KPIs. It saves hours by providing copy, task flow, and example timelines you can tailor to any industry. Change wording, order, or scope without rebuilding the whole plan.

Editable copy and campaign text

Swap channels to match needs

Adjust budgets and target metrics

Ready-to-use example campaign included

The template uses an Excel Gantt chart for visual timeline planning and task sequencing. You'll see tasks, owners, and overlaps at a glance, so scheduling conflicts get fixed before launch. It makes multi-channel campaigns easier to coordinate.

Clear task bars by date

Visualize overlaps and dependencies

Zoom weeks or months view

Color-coded by campaign stage

Includes 30+ marketing actions tailored to corporate wellness rolls outs, covering email, events, content, HR comms, and partner outreach. Each action has suggested durations, owners, and output expectations to avoid missing key steps. Use them as a checklist or customize freely.

Email templates for launches

On-site and virtual event actions

Content and social post ideas

HR comms and enrollment steps

All start dates and task lengths are editable without breaking links or chart logic. Shift a launch date and dependent tasks auto-adjust, keeping the plan coherent. This makes last-minute changes manageable and predictable.

Change start dates freely

Adjust durations per resource

Dependencies auto-recalculate visually

Works for phased rollouts too

The sheet shows task completion percentages, a campaign-wide progress bar, and overdue highlights. You can scan health at a glance and spot stalled items before they cascade. The tracking fields feed summary metrics for weekly reports.

Percent complete per task

Automated overdue color flags

Campaign progress summary bar

Simple inputs for quick updates

Assign tasks, set owners, and lock dependencies so teams know who does what and when. The plan reduces duplicated work and handoff confusion by making responsibilities explicit. Use it to keep HR, marketing, and vendors aligned.

Assign owners by task

Clear handoff and due dates

Reduce duplicated outreach efforts

Use as single source of truth

Built with beginner-friendly sheets, color-coded cells, and protected formulas so non-Excel users can edit safely. Instructions live on-sheet and macros are not needed. Anyone comfortable with basic spreadsheets can run it.

Color-coded editable fields

Protected formulas preserve logic

On-sheet instructions and tips

No macros or advanced skills needed

The template exports cleanly to PDF and opens in Google Sheets for collaboration and sharing. Print campaign timelines for meetings or distribute digital copies to stakeholders. It's formatted for both presentations and operational use.

Export-ready PDF layouts

Google Sheets compatible export

Print-friendly condensed timeline

Shareble single-page summary included

A weekly highlight view shows current-week tasks, key completions, and next steps on one sheet. Use it for standups and status emails to keep teams focused on priorities. The guide includes a quick checklist for weekly closeouts.

Current-week focus panel

Weekly completion checklist included

Next-step action items listed

Ready for status emails