Wellness program proposal: Free template
Customize this free wellness program proposal with Cobrief
Open this free wellness program proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on the audience, focus areas, and program length. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.
Once you're done, send, download, or save the proposal in one click — no formatting or setup required.
This template is fully customizable and built for real-world use — ideal for corporate wellness initiatives, school or community health programs, or integrated fitness and mental health plans. Whether you’re offering workshops, ongoing coaching, or a custom monthly curriculum, this version gives you a structured head start and removes the guesswork.
What is a wellness program proposal?
A wellness program proposal outlines a structured plan for improving health, engagement, and wellbeing across a group or organization. It typically includes the focus areas (e.g., nutrition, movement, stress), delivery format, timeline, and pricing.
This type of proposal is often shared with HR teams, leadership, or program coordinators to formalize wellness services and gain stakeholder buy-in.
A wellness program proposal helps:
- Define the goals, components, and benefits of the program
- Clarify delivery structure, duration, and participant engagement
- Provide transparent pricing and implementation guidance
- Position you as a reliable partner in improving group wellbeing
If you're offering a structured wellness service and want to move from discussion to rollout, this proposal is the right next step.
Why use Cobrief to edit your proposal
Instead of juggling PDF templates or spreadsheets, use Cobrief to write, improve, and send wellness proposals with AI assistance built in.
- Edit the proposal directly in your browser: No setup or formatting issues — just start typing
- Rewrite sections with AI: Adapt tone, simplify concepts, or tailor it to HR, execs, or coordinators
- Run a one-click AI review: Spot vague areas, unclear deliverables, or missing details
- Apply AI suggestions instantly: Accept edits individually or polish the entire doc in one click
- Share or export instantly: Send a live link or download a clean PDF or DOCX version with your branding
Cobrief helps you deliver clarity and professionalism — so your program feels structured before it even begins.
When to use this proposal
This wellness program proposal is ideal for:
- Pitching a company-wide health or wellness initiative
- Proposing a monthly or quarterly wellness calendar for schools or communities
- Submitting a structured offer for fitness, nutrition, and mental health support
- Responding to an HR inquiry or RFP for wellness vendors
- Formalizing what’s included in a retainer or contract package
Use this anytime you want to present a full-program view — not just individual sessions.
What to include in a wellness program proposal
Each section helps decision-makers quickly understand your offer and approve it. Here's how to use them:
- Executive summary: Summarize the goals and structure of the wellness program (e.g., “Deliver a 12-week hybrid wellness program designed to reduce stress, boost energy, and promote sustainable behavior change across your team.”)
- Program components: Break down the core areas — such as movement, nutrition, sleep, mental health, and habit formation. Describe what’s included in each area.
- Format and delivery: Explain how the program will be delivered — live workshops, on-demand content, coaching calls, digital challenges, or in-person events.
- Customization: Clarify how the program adapts to team needs, scheduling, or employee size — including optional surveys or kickoff assessments.
- Engagement strategy: Share how you’ll keep participants involved — weekly goals, prizes, feedback forms, check-ins, or live Q&As.
- About you / your team: Share credentials, past results, and experience with similar programs. Highlight relevant success metrics if available.
- Pricing: Clearly outline costs — by month, by cohort, or as a package. Mention what’s included in base price and list optional upgrades.
- Terms and conditions: Cover payment schedule, cancellation/rescheduling policies, and support or handoff at the end of the program.
- Next steps: End with a clear CTA — e.g., “Reply to confirm and schedule the program launch,” or “Click to approve and begin onboarding.”
How to write an effective wellness program proposal
Stakeholders want clarity, structure, and value. Use these tips to make your proposal easier to approve:
- Tie the program to business or community goals: Talk about productivity, retention, morale, or resilience — not just wellness for wellness’s sake
- Make delivery formats clear: If it’s live, say when. If it’s digital, say how it’s accessed
- Build trust with structure: Include frequency, session length, and support plans
- Offer flexibility but show readiness: Make it feel easy to adjust — but well-thought-out
- End with clarity: Make it easy for someone to approve the next step or share internally
Frequently asked questions (FAQs)
Can this program be customized to our team’s needs?
Yes — we tailor the format, topics, and delivery to fit your goals, schedule, and team size.
Is this delivered virtually, in person, or both?
We offer flexible formats — including live online sessions, in-person visits, or a hybrid of both.
Can we add additional coaching or follow-up support?
Absolutely — we can include 1:1 or group coaching as part of the program or as an add-on.
Do you provide materials or session recordings?
Yes — most sessions include handouts, summaries, or recordings depending on your package.
Is this proposal a contract?
No — this is a proposal. A formal agreement or service contract can follow upon approval.
This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.