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Do you have a champion for your Occupational Health Program, both at the clinical and
administrative levels?
Strongly disagree 1 2 3 4 5 Strongly agree
If so, who are they? If not, who could serve in that capacity?
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How engaged are they in your program?
Strongly disagree 1 2 3 4 5 Strongly agree
Are they fully aware of your program and its contributions? Have you recrafted your contributions based upon the organizations/their department’s strategic contribution? If not, whom could you cultivate?
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Does your program operate at least at break-even levels, including overhead?
Strongly disagree 1 2 3 4 5 Strongly agree
If you scored 3 or less, do you have a plan to address how to get there? Beyond break even, do
you have a plan in place to generate profit, revenue or improved margins and have you
communicated that to leadership for approval? If you are a loss leader program, can you
document your contributions to the organization via referrals, covered lives, downstream
revenue?
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How well are you able to track and report the amount of related revenue generated by your
program?
Strongly disagree 1 2 3 4 5 Strongly agree
Is that revenue recognized and acknowledged by the organization? If so, how do you share that
information?
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How well do you understand your program expenses as they relate to the cost of delivery of a unit
of service, as well as your revenue per unit of service?
Strongly disagree 1 2 3 4 5 Strongly agree
How are you performing in relation to your stated goals?
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How well are you tracking the amount of business that flows to your organization from client
companies and families of their employees?
Strongly disagree 1 2 3 4 5 Strongly agree
If you scored 3 or less, do you have a plan to do so? By when? Who do you need to work with
internally to make this happen?
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Do you have a clearly articulated vision for your program and a strategy in place for how to
achieve that vision?
Strongly disagree 1 2 3 4 5 Strongly agree
Is that vision and plan known to your staff and companies? How often is that updated and re-communicated
to your customers and internal team members?
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Are you fully versed on the competition in your market, both current and projected?
Strongly disagree 1 2 3 4 5 Strongly agree
How are you planning to meet those challenges?
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Do you have a process in place to update and analyze your competitive and market intelligence?
Strongly disagree 1 2 3 4 5 Strongly agree
Do you have a way to track and manage this information – and most importantly, do you share it
with your internal leadership?
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Does your sales staff have territorial sales plans in place that identify how they will contribute
results to the overall goals and objectives of your program and the organization?
Strongly disagree 1 2 3 4 5 Strongly agree
If not, what are your plans for putting this into place? How will you train sales staff to do sales
plans and what model will you adopt?
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Are your sales and customer service representatives trained to deliver sales and service results?
Are they knowledgeable of your client’s needs?
Strongly disagree 1 2 3 4 5 Strongly agree
If you scored 3 or less, do you have a plan and training program in place to ensure their
knowledge and skill levels?
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Do you have an issue resolution process in place?
Strongly disagree 1 2 3 4 5 Strongly agree
If not, when do you plan on one? Will it track and report – quantify issues for operational
correction and management? Think of three examples of things you’ve recently changed and
their impact.
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Are your client satisfaction scores improving?
Strongly disagree 1 2 3 4 5 Strongly agree
If they are flat or declining, do you have a plan for how to improve them?
While not an exhaustive list, if you’ve been able to answer these questions with at least a score of 4 or 5,
you’re on your way to making certain that your program lasts well into the future. If not, look at the ones that scored 3 or less, and develop a plan to address them. If you find that you need help with any of these questions, Corporate Health Group offers resources on our Web site at www.corporatehealthgroup.com or a free program assessment conference call. Contact us at 1-888-334-2500.
