Field Guide

Rollout Steps Materials Library

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Start here and download the Field Guide first! This guide will take you step-by-step through the implementation process.

Tips for Success

Step 3

Spread the Word


Use the Planning and Evaluation document for factors that will make the initiative a success.


  • Determine specific metrics you will use to measure success. Identify the key milestones you will use to track progress.
  • Over time, this information will help you assess whether Right Direction is working, inform the initiative strategy and prove your efforts worthwhile.

Based on the plan you developed using the Planning and Evaluation document, track the specific metrics that assess the initiative’s impact.


  • Work with your health and wellness partners to include aggregate data about EAP utilization and other help-seeking metrics.
  • Don’t forget about data from disability claims, and pharmacy and medical benefit activity.
  • Be sure to gather informal feedback from managers and key company stakeholders.