Congratulations! You’ve reached the end of Step 2.
You can chart your progress in the table below and go back through the toolkit to complete any actions you might have missed.
Your workplace needs will change over time as you develop and execute your health and wellbeing strategy. An initial needs assessment can provide you with a useful understanding of the direction your program can take and provide some benchmark statistics and facts. If you regularly conduct needs assessments, then you can track progress from your benchmark score and continuously identify areas for change and improvement.
Don’t forget that we have templates available to help you build all aspects of your health and wellbeing strategy.
| Checklist | 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 | ⬤ | ⬤ |
If you’ve checked all the boxes you need, it’s time to move on to Step 3: Involve your team.
Step 2 resources
How to conduct a needs assessment (PDF, 182.1 KB)