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Courses/Human Resources/Compensation and Benefits

Financial Wellbeing Program Design: Metrics and Governance

Prove the ROI of your financial wellbeing initiatives with data-driven metrics and robust governance frameworks that ensure long-term program success.

Created byFrancis Goss
5.0
(2 reviews)
BeginnerUpdated Jun 22, 2026
Financial Wellbeing Program Design: Metrics and Governance

What You'll Learn

check_circleDefine program scope, priority populations, and guardrails that align with total rewards and business priorities.
check_circleSelect a small set of outcome metrics and leading indicators that are measurable without over-collecting sensitive data.
check_circleBuild an ROI/VOI story that accounts for baselines, segmentation, and realistic attribution limits.
check_circleEstablish governance: roles, decision rights, vendor controls, escalation paths, and conflict-of-interest safeguards.
check_circleCreate an operating cadence (dashboard and quarterly reviews) with clear scale/stop criteria and continuous improvement loops.

About This Course

Financial wellbeing programs are becoming an essential part of modern employee benefits strategies, yet many organizations struggle to demonstrate measurable impact and long-term value. This advanced webinar equips HR and business leaders with a practical, executive-level framework to design, measure, and govern effective financial wellbeing initiatives. Participants will learn how to establish meaningful metrics, align cross-functional stakeholders, and create governance structures that support accountability, compliance, and continuous improvement. Through a lifecycle-based approach, attendees will gain actionable tools to build scalable programs that strengthen employee wellbeing while supporting organizational performance.

Key Topics Discussed:

  • Building a strategic framework for financial wellbeing programs
  • Defining program scope, objectives, and success criteria
  • Establishing measurable outcomes and leading indicators
  • Designing dashboards and reporting structures for executives
  • Governance models involving HR, Finance, Legal/Privacy, and Benefits teams
  • Vendor oversight and accountability practices
  • Creating decision triggers to scale, refine, or discontinue initiatives
  • Applying a continuous improvement lifecycle to workplace wellbeing programs

Your Instructor

Francis Goss
Francis Goss

Founder and Managing Director | MoneyFit

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star2 reviews

Francis Goss is the founder of MoneyFit with over 25 years’ experience in employee engagement, communication and wellbeing. Francis was formerly Director of People Experience at Gallagher with a focus on client financial wellbeing solutions. Francis is a founding member of the DWP’s Pensions Dashboard Steering Group and on the Advisory Board of Engage for Success, the UK’s employee engagement task-force. Francis holds an Honours degree in Law, a diploma in employee motivation and is a keen rower and scuba diver.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

5.0
Student's Choice
2 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.