Workplace Mental Wellbeing Audit

18 items · Productivity · Medium difficulty · 1 hour

One-hour audit to strengthen workplace mental wellbeing and support for your team.

• Run an anonymous wellbeing survey

  Collect baseline staff feedback on stress, workload, and support.

• Write concise survey questions about workload, support, and bullying

  Keep questions simple, use scales and open text for examples.

• Set the survey timeline and confidentiality rules

  Define closing date and explain anonymity to encourage honest answers.

• Review workload and staffing levels

  Compare current tasks against staff capacity and identify overloads.

• Check flexible working options and policies

  List remote, flex-time, and compressed-week options available to staff.

• Review anti-bullying and harassment policy

  Confirm policy is current, clear, and easy to find.

• Update reporting contacts and investigation steps

  Ensure named contacts are reachable and steps are documented.

• Confirm Employee Assistance Programme (EAP) availability

  Verify services, confidentiality, and how staff access the EAP.

• Ensure managers complete mental health awareness training

  Prioritise skills to spot concerns and have supportive conversations.

• Schedule training sessions and provide supporting materials

  Book dates, enrol participants, and share quick reference guides.

• Establish clear return-to-work support procedures

  Define phased returns, adjustments, and reasonable accommodations.

• Assign a return-to-work coordinator and record responsibilities

  Name a point person to coordinate adjustments and follow-ups.

• Create or check confidential reporting channels

  Provide multiple ways to raise concerns privately (phone, online).

• Implement regular one-to-one check-ins between managers and staff

  Set a predictable cadence for brief wellbeing conversations.

• Promote stigma reduction through communications and stories

  Share anonymous success stories and use non-judgmental language.

• Review occupational health referral process and wait times

  Check how quickly staff can get professional assessments.

• Document findings and publish an action plan with deadlines

  Record priorities, owners, and clear target dates for each action.

• Set KPIs for mental wellbeing and schedule a follow-up survey

  Choose measures (e.g., stress scores, EAP use) and a review date.

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