Once you’ve got a workplace health and wellbeing strategy in place, it’s important to find out how well it’s running. How (and how much) you’ll monitor and evaluate will depend on the size of your workplace and the complexity of your strategy.

Although monitoring and evaluation sits at the end of the program management cycle, it actually takes place at every stage.

You’ve already been incorporating methods of data collection which are used in monitoring and evaluation in Step 2: Learn about your workplace and Step 3: Involve your team. Table 1 indicates at what stage monitoring and evaluation occurs in each of the steps.

Table 1: Monitoring and evaluation throughout the program management cycle
WhenDescriptionData sources
STEP 2
Learn  		Gather baseline data to understand the current situation.
STEP 3
Involve  		Collect and collate information during consultations with workers.
  • Consultation feedback
  • Health and safety committee meeting minutes
STEP 4
Plan 		 Ongoing monitoring of the intervention (process evaluation).
  • Participation rates
  • Satisfaction surveys
  • Observations, including changes to the workplace environment, work structures, and worker behaviour
  • Process evaluation questions
STEP 5
Evaluate		 Review the data collected in the planning phase and make a comparison. Analyse the data and make recommendations for future interventions or improvements.

-> Next: Why evaluate?