| Step 1: Get workplace leaders to commit | Small business (20 employees or less) | Medium to large business |
|---|---|---|
| Senior leaders are on board | ⬤ | |
| Managers have agreed to business case proposal | ⬤ | |
| Leadership commitment is documented | ⬤ | ⬤ |
| Resources are allocated to the strategy | ⬤ | ⬤ |
| Step 2: Learn about your workplace | Small business (20 employees or less) | Medium to large business |
|---|---|---|
| The information collection approach has been planned | ⬤ | ⬤ |
| A workplace needs assessment has been completed | ⬤ | |
| A worker needs assessment had been completed | ⬤ | ⬤ |
| Priorities from the workplace level assessment and worker level assessment have been identified | ⬤ | ⬤ |
| Privacy and confidentially has been maintained | ⬤ | ⬤ |
| Step 3: Involve your team | Small business (20 employees or less) | Medium to large business |
|---|---|---|
| Your team has been consulted | ⬤ | ⬤ |
| A Health and Wellbeing Committee has been established | ⬤ | |
| Wellbeing champions have been selected | ⬤ | |
| Health topics have been placed on meeting agendas | ⬤ | ⬤ |
| A communication and promotion mechanism for your team has been established | ⬤ | |
| Your team was involved in identifying 2–5 priorities | ⬤ | ⬤ |
| Step 4: Plan and act | Small business (20 employees or less) | Medium to large business |
|---|---|---|
| Priorities have been determined through a needs assessment and your team has been involved (see Step 2: Learn about your workplace and Step 3: Involve your team) | ⬤ | ⬤ |
| An action plan is in place for your identified priorities | ⬤ | ⬤ |
| Actions in the plan include a mix of people activities, policy and practice changes, and environmental changes | ⬤ | ⬤ |
| Selected actions are resourced appropriately | ⬤ | ⬤ |
| Monitoring and evaluation has been considered (see Step 5: Monitor and evaluate). | ⬤ | ⬤ |
| Management has endorsed the action plan | ⬤ | ⬤ |
| Workplace champions are prepared for activities (if applicable) | ⬤ | |
| Activities have been communicated and promoted (see Step 3: Involve your team) | ⬤ | ⬤ |
| Step 5: Monitor and evaluate | Small business (20 employees or less) | Medium to large business |
|---|---|---|
| Planned activities have been continuously recorded and monitored | ⬤ | |
| Ongoing feedback has been sought from staff | ⬤ | ⬤ |
| Successes and challenges are reflected on regularly | ⬤ | |
| The healthy workplace check from Step 2: Learn about your workplace has been repeated after 12 months to assess change | ⬤ | ⬤ |
| A regular feedback loop is in place to stakeholders and management | ⬤ |