Aligning with your organization’s goals

Financial wellbeing program objectives template

Align your program to your organization’s objectives, mission, and values

By aligning your financial wellbeing program with your organization’s goals and mission, you can measure the impact and build more support internally from your leadership teams. 

This example financial wellbeing program alignment template, complete with sample copy, helps you to integrate your initiatives with broader business objectives. Meaning you can build more support internally from your leadership teams, and measure the impact of your program with ease.

We’ve also included an Excel document [linked within the PDF] for you to customize the framework to fit your business vision, mission, and values.

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Global financial wellbeing playbook