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Work health and wellbeing toolkit

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Work health planning guide

Regardless of the size of the organisation or industry you work in, all successful integrated work health, safety and wellbeing programs have certain elements in common. Following a formal process enables the best chance of success for planning and implementing and integrated approach in the workplace. The Work Health Planning Guide provides a five step risk management framework in order to create a sustainable and integrated program and continue to meet the ever changing needs of a business.  It provides workplaces with the tools, templates and resources to be able to implement a health and wellbeing program based on best-practice principles. The guide is aimed at business owners, health and safety professionals, human resources staff, and anyone that has a role in managing workers.

Use the Work health planning guide. PDF, 9553.13 KB

wellness evaluation process

Assessing where you are at

It is important to identify the opportunities within your organisation where you can integrate health and wellbeing within existing systems.

  • Completing the Work health scanning tool(DOC, 1117 KB) will provide a snapshot of existing programs, policies, infrastructure and resources that can support your health and wellbeing program. The data can assist in establishing a strong business case that can be presented to management.
  • The Organisational systems benchmarking tool helps enable you to assess whether you have an effective systematic approach to workplace systems that address:
    • work health and safety
    • worker health and wellbeing
    • workers compensation and return to work.

You can keep track of your progress throughout the five step process by using the Work health checklist.

Five steps for implementation

Step 1 Management commitment

Securing support and participation from management is critical to running a successful health and wellbeing program. Getting management support involves:

  • scanning the work environment to help build a business case - work health scanning tool(DOC, 1117 KB)
  • making a business case for the rationale to address worker health - business case template(DOCX, 566.81 KB)
  • creating a work health and wellbeing policy - template(DOCX, 437.03 KB)

To help with the business case rationale there is a workplace health savings calculator which can be an effective tool to calculate potential savings your business can expect from a successful health and wellbeing program.

Step 2 Wellness planning

Wellness planning is beginning to think about what’s needed for your program to be a success. This involves forming a working group or wellbeing committee to share ideas, considering what resources already exist in your workplace and start the planning process. This is also a great opportunity to explore and plan how you will consult about the program and communicate the program and activities.

Dedicate wellness resources to ensure the success of your program. You may want to consider engaging with an external wellness provider(PDF, 121.16 KB)

Step 3 Needs assessment

Your program will be most effective when it addresses the needs and interests of the workplace and its workers. Conducting a needs assessment will help you identify and address the priorities for the organisation and workers. The needs assessment can also act as an evaluation tool by providing you with baseline data/information.

Consider focusing on assessing how your workplace environment supports worker health and wellbeing.

Consider focusing on assessing individual workers knowledge, attitudes and behaviours relating to health.

Use these tip sheets to assist you with your needs assessment:

Step 4 Action plan

The action plan captures what you are doing, who will be responsible and how the program will be evaluated. The most effective programs addresses a combination of both organisational (healthy places) and individual (healthy people) strategies. Your action plan doesn’t need to be complicated. Keep your plan simple and start small. You can consider using the resources for workplaces when developing your action plan.

To get started you can use the action plan template:

Example healthy people and healthy places strategies:

You may also want to consider how you will communicate and promote your program within your workplace:

Step 5 Evaluation

Evaluating your wellbeing program helps you understand what worked, what didn’t and why. It can also show you what business outcomes have been achieved and inform future initiatives . Effective evaluation identifies short, medium and long term measures and highlights areas for improvement. Watch this film to find out how to evaluate the success of your program.

Acknowledgment: This is a Healthier Workplace WA resource and has been shared (or reproduced within this resource) with their permission. June,2016

The needs assessment tools and the organisational systems benchmarking tool can also act as evaluation for your initiative.

Last updated
17 April 2019

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