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Wellbeing - Developing a wellbeing plan in the workplace

Use this checklist to assess what your organisation is currently doing to support the wellbeing of its employees and to identify areas for improvement. This will help build and sustain an environment that protects and promotes wellbeing at work.

When you have finished filling out the checklist consider the following questions:

  1. In which areas is support adequate and which need improvement?

  2. What will be easiest to improve?

  3. How will you do this?

  4. What will be harder to improve?

  5. How will you do this?

  6. What barriers/challenges to improvement can you think of?

  7. How can you overcome these?

Using your answers to these questions, create an action plan for improving wellbeing in your organisation. You can download a blank action plan from using the button at the top of this page.


Our managers are healthy role models, setting a good example in the way they manage their own personal levels of health and stress understand the main health issues facing their team know the key facts about important health concerns such as depression, stress, substance misuse and back pain/musculo-skeletal disorders are able to cope with difficult conversations and are confident in supporting employees are fully aware of Health and Safety requirements/legislation conduct comprehensive return to work interviews following health-related absences acknowledge the importance of rehabilitation following long-term absence use occupational health professionals (where appropriate/available) to help employees return to work after periods of health-related absence focus on employees' capacity rather than incapacity to carry out their work recognise the importance of tackling incidents of bullying and harassment, and are aware of the law on issues such as discrimination and victimisation regularly monitor employee workload set realistic timescales for completion of tasks discourage excessive overtime review working processes regularly to determine if they are helpful/harmful to employees' health and wellbeing monitor levels of paid and unpaid overtime.


Yes/No

Our employees have clearly defined job roles and responsibilities have some degree of control over when and how they work are encouraged to work regular hours to manage their work-life balance are encouraged to take full break entitlements, including lunch breaks and annual leave allowance work in roles that are well-designed and flexible enough to be considered for alternative working arrangements have regular meetings with their managers and feel that managers support their wellbeing concerns e.g. feeling under pressure are well-informed about organisational performance and progress are familiar with the channels available for addressing problems/grievances feel valued and regularly receive recognition for work well done have the chance to get involved in community development initiatives such as charity fundraisers have the tools and time they need to do their work properly

Yes/No


Training and development employees receive suitable training for their jobs and are given the opportunity to attend refresher courses (where appropriate) employees are actively helped to develop skills and abilities, and are encouraged to apply for higher level positions within the organisation (where appropriate), as this will help boost their morale and motivation employees are provided with education and training on the main health-related issues facing them e.g. stress, back pain to help develop their own self-care plans


Yes/No


Provision of health-related support employees have access to adequate support or advice on health, safety and wellbeing employees have access to an employee assistance programme (EAP) peer-to-peer activities such as mentoring and support groups are available employees feel able to discuss organisational or job-related concerns with any senior member of staff without negative consequences policies are in place to address the main causes of work-related ill health (e.g. stress, musculo-skeletal disorders, substance misuse)


Yes/No

Environment the working environment is well lit the working environment is physically well maintained, safe, clean and secure information about health and wellbeing is posted in easily visible places noise levels are kept to an acceptable level the temperature is maintained at a comfortable level there is adequate airflow workstations are ergonomically designed where employees' roles involve lifting and handling, equipment is provided to mitigate risks healthy refreshments are available, including watercoolers bike racks or secure storage areas are available for employees cycling to work employees are encouraged to take breaks away from their desks/workstations by walking for a few minutes


Yes/No


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