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Living Well Toolkit

Living Well Marketing and Financial Sustainability Toolkit

This toolkit aims to help local Living Well Programs with:

  • Partnership development
  • Marketing and recruitment of participants
  • Building financial sustainability

All of these tools work together to support the program in the long term.

Toolkit cover

On this page

Toolkit - Download Complete Document (pdf)

Using the Toolkit

Toolkit Case Study

Using the Toolkit

Begin by skimming the table of contents (pdf) to see what information and tools meet your immediate needs. Be sure and read the introduction to each section to learn more about why and how to focus on this aspect of work.

The toolkit has also been broken down by section and subsection below. You may download each section separately and access the forms and templates individually in their original editable format.

Read the introduction to each section to learn more about why and how to focus on this aspect of work.

The toolkit is divided into three sections:

Section 1

Section 1: Marketing to Potential Partners (pdf)

One of the first steps in building sustainable Living Well Programs is to create strong partnerships with other organizations. This will provide a strong base for a successful program.

  • 1.0: Overview
  • 1.1: Elevator Speech/Talking Points
  • 1.2: How to Communicate Living Well’s Effectiveness and Benefits to Partners
  • 1.3: Sharing the Evidence
  • 1.4: Referral Letter Template to Clinics & Providers
  • Living Well 101 Presentation (ppt | pdf)

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Section 2

Section 2: Marketing to Potential Participants (pdf)

The next step is to spread the word and motivate participants to sign up. The tools in this section are designed for Living Well programs across Oregon and will show you how to market your workshop in partnership with the host site to potential workshop participants.

  • 2.0: Overview
  • 2.1: Targeting Your Audiences
  • 2.2: Marketing to Potential Participants
  • 2.3: Multicultural Marketing and Communication
  • 2.4: Self-Management Jargon Buster
  • 2.5: Elevator Speech/Talking Points
  • 2.6: Testimonials
  • 2.7: Spokespeople
  • 2.8: News Release Template
  • 2.9: Pitching a Story to the Media
  • 2.10: Op-ed Template
  • 2.11: Public Service Announcement (PSA)
  • 2.12: Guide to Calendar Listings
  • 2.13: Advertising in Media
  • 2.14: Engaging Health Care Providers
  • 2.15: Electronic Marketing Tools
  • 2.16: Guide to Using Social Media
  • 2.17: How to Create a Word-of-Mouth Referral Program
  • 2.18: Zero Session
  • Audience Worksheet Template (doc | pdf)
  • News Release Template (doc | pdf)
  • Op-Ed Template (doc | pdf)
  • Public Service Announcement Template (doc | pdf)
  • Guide to Calendar Listings (doc | pdf)
  • Electronic Marketing Tools (doc | pdf)
  • Zero Session (doc | pdf)
  • Zero Session (Spanish) (doc | pdf )
Section 2 Appendices
  • Sample Tribal Brochure (pdf)
  • Testimonial Form (doc | pdf)
  • Sample Press Release (doc | pdf)
  • Living Well Central Oregon Ad - version 1 (pdf)
  • Living Well Central Oregon Ad - version 2 (pdf)
  • Sample Letter to Clinics (doc | pdf)
  • Promotional Book Insert (doc | pdf)
  • Doctor's Referral Form (doc | pdf)
  • Provider Notification Cover Letter (doc | pdf)
  • Provider Notification Form (doc | pdf)
  • Samaritan Living Well Flyer (doc | pdf)
  • Living Well Workshop Reminder Postcard (pdf)

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Section 3

Section 3: Financial Sustainability (pdf)

Imagine that Living Well is a standard part of the health and social services system in Oregon, built into long-term budgets and multiple funding streams. This is the goal: financial sustainability.


  • 3.0: Overview
  • 3.1: How-to: The Pathway to Financial Sustainability for Your Program
  • 3.2A: Case for Support
  • 3.2B: Prospect Generator Worksheet
  • 3.2C: IQP Session Template
  • 3.2D: Prospect Profile Template
  • 3.2E: Financial Sustainability Work Plan and Timeline
  • 3.2F: Living Well Storytelling Tool


  • Case For Support (doc | pdf)
  • Prospect Generator (doc | pdf)
  • Identification and Qualification Session Template (doc | pdf)
  • Prospect Profile Template (doc | pdf)
  • Work Plan / Timeline Template (doc | pdf)
  • Storytelling Tool (doc | pdf)
  • Financial Sustainability Prospect Presentation Template (ppt | pdf)
  • Financial Sustainability Presentation Notes (doc | pdf)

Section 3 Appendices

  • Chronic Disease and Prevention Model Benefit (doc | pdf)
  • Potential Partners - Introduction (pdf)
  • Potential Partners - Hospitals (pdf)

- Issue Brief - Hospitals (doc)

- Talking Points - Hospitals (doc)

  • Potential Partners - Employers (pdf)

- Issue Brief - Employers (doc)

- Talking Points - Employers (doc)

  • Potential Partners - Insurers (pdf)

- Issue Brief - Insurers (doc)

- Talking Points - Insurers (doc)

  • Potential Partners - Other (pdf)

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Living Well Toolkit Case Study

Case Study (doc)

Have you used one or more of the resources in the Living Well Sustainability Toolkit? If so, please share your experience with us by completing this brief form and sending it to along with any tools you customized for your local area. We hope to use this information so partners across Oregon can continue learning from each other.

Thank you for using the Living Well Sustainability Toolkit! Please let us know how these materials are working, and what else you need by sending comments, suggestions and requests to the Oregon Living Well Program at 1-888-576-7414 or

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