The following key actions are recommended for this step:

• Complete an analysis of your workplace to determine where you are now compared to where you want to be on your workplace wellness journey. Discussing and examining what assets and strengths you already have, and identifying ways to build on those assets brings people together in creating the positive change you are working toward.
• Understand your organization’s readiness for the change to your new approach and creating a wellness-supporting environment. Review and discuss the results of your readiness assessment with employees to help you identify how open the people in your organization are to adopting new practices. Use what you’ve learned to set realistic goals and timelines for your workplace wellness plan that fit with your culture.
• Determine both your long-term and short-term wellness goals and objectives based on the information you’ve gathered. Ensure your strategic goals address what was identified in your organization’s evaluation of its readiness for change and that your objectives help you build on the existing strengths of your people and the assets of your organization.

Find more information, tools and resources to help you below:

• Healthy Organization Assessment
  By the Graham Lowe Group

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• Organizational Review Worksheets – Psychological Health and Safety
  By Guarding Minds at Work

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• StressAssess – Workplace edition
  By Occupational Health Clinics for Ontario Workers (OHCOW)

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• Workplace mental health promotion – How-to-Guide By CMHA Ontario
  • Conducting a Situational Assessment

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• Evaluating Health Promotion Programs – Introductory Workbook By Public Health Ontario
  • At A Glance: The six steps for planning a health promotion program
  • Conduct a situational assessment – audio presentation
  • Set goals and objectives – audio presentation
  • Planning and Evaluation Tool

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• Healthy Workplace – Template includes information on assessing your situation
  By the University of Alberta

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• Workplace Wellness – A Roadmap for your Journey (presentation)
• Employee Needs Assessment Survey for stop smoking activities and supports in the workplace
• Checklist of Considerations for stop smoking activities and supports
  Created by the Workplace Wellness Movement

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• Workplace Health and Wellness Survey
  By the Canadian Center for Occupational Health and Safety (CCOHS)

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• Health Needs and Interests Survey
  By Wellness Councils of America (WELCOA)

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• SOAR (strengths, opportunities, aspirations, results) Analysis
  By Excellence Canada

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• The SOAR (strengths, opportunities, aspirations, results) process
  By the University of Guelph

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• Active Workplace Workbook
  By the British Columbia Recreation and Parks Association (BCRPA)

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• How to Develop a SMART Goal
  By Canada’s Healthy Workplace Month

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• Worksite Health Scorecard Manual
  By the Centre for Disease Control (CDC)

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• Assembling the Pieces: An Implementation Guide to the National Standard for Psychological Health and Safety in the Workplace
  By the Canadian Standards Association and the Mental Health Commission of Canada

 

Workplace Wellness Case Studies by the Conference Board of Canada

• Wellness Metrics in Action – Conception Bay: Reducing Absenteeism
• Wellness Metrics in Action – CMP Advanced Mechanical: Low Cost, High Return
• Wellness Metrics in Action – Telus: A Culture of Health and Wellness
• Wellness Metrics in Action – Lakeside Process Controls: Increasing Employee Engagement
• Wellness Metrics in Action – Toronto East General Hospital: Evaluation Through Feedback