Can financial wellness workshops be run inside our office?

Yes. Financial Wellness Workshops works in conference rooms, cafeterias, terraces or campus lawns. Virtual and offsite formats are also available.

What should I ask a wellness vendor?

Ask about expert certification, references, coverage of your locations, GST invoicing, NDAs and reporting.

Checklist · Corporate Workshops

Financial Wellness Workshops Planning Checklist for HR Teams

4 min read · By the Employee Engagement India wellness team

Quick answer

Your financial wellness workshops checklist should cover five stages: goal and budget approval, provider selection, logistics, internal communication, and day-of delivery with feedback.

Financial Wellness Workshops Planning Checklist for HR Teams

Key takeaways

Lock budget and goal first
Confirm venue and equipment 48 hours before
Send 2 reminders
Share a report within a week

Before you book

Get these approved first:

Goal and target group
Budget (typical ₹10,000 – ₹40,000 per workshop)
Preferred dates and time slots
Number of locations

Choosing the provider

Ask every vendor:

Are your experts certified?
Can you share references from similar companies?
Do you cover all our office locations?
Do you provide GST invoices and sign NDAs?
Will we get a participation report?

Logistics

Confirm 48 hours before:

Room or space booked
Audio, screen or mats ready
Visitor passes for the expert
Water and refreshments

Communication

Send an invite one week before, a reminder the day before and a final nudge one hour before.

After the session

Collect feedback the same day, share photos internally and send leadership a one-page summary.

Attendance vs invites
Post-workshop feedback score
Knowledge check results
Behaviour follow-up at 30 days

Want us to handle everything?

Employee Engagement India plans and runs financial wellness workshops for companies across Mumbai, Pune, Thane, Navi Mumbai and Panvel. Share your team size, city and dates at employeeengagementindia.com/get-quote or call +91 96731 98867 for a tailored proposal within 24 hours.

Frequently asked questions

Typical pricing is ₹10,000 – ₹40,000 per workshop. The final cost depends on group size, number of sessions, location and format (in-office, virtual or offsite).

Book financial wellness workshops near you

About Financial Wellness Workshops Financial Wellness Workshops in Mumbai Financial Wellness Workshops in Pune Financial Wellness Workshops in Thane Financial Wellness Workshops in Navi Mumbai Financial Wellness Workshops in Panvel

About Employee Engagement India

Employee Engagement India (employeeengagementindia.com) is a corporate wellness and employee engagement company serving Mumbai, Pune, Thane, Navi Mumbai and Panvel since 2015. We offer 91 services across 9 categories, including corporate yoga, fitness, mental health workshops, EAP counselling, health check-up camps, nutrition, workshops and team building, delivered by 250+ certified experts to 500+ companies.