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Workplace wellbeing assessment

Know where pressure sits before you act on it.

A scoped, paid organisational assessment that locates where sustained pressure is reducing capacity, judgement and retention, and what it is likely to be costing. It is the Assess stage of APEX, and the evidence base for every recommendation that follows.

Who it helps

Organisations planning action

That want to direct budget at causes rather than symptoms.

Leaders facing a specific signal

Rising turnover, uneven absence or recurring workload concerns that need explaining.

Boards seeking assurance

That people risk is understood and being managed with evidence.

Warning signals

If several of these sound familiar, pressure is already costing you.

  • 01You are about to invest in wellbeing provision without a clear diagnosis
  • 02Survey results tell you something is wrong but not where or why
  • 03Different teams describe the same organisation very differently
  • 04You need an evidence base before restructuring or a period of change
  • 05Your obligations on work related stress need a structured response
  • 06Leadership disagrees on how serious the pressure really is
The problem

Without assessment, organisations tend to respond to the most visible symptom. The result is activity that feels supportive but leaves the causes of lost performance in place.

The assessment gives leadership a shared, evidenced view of where pressure is concentrated, which conditions drive it and which actions are likely to matter most. It draws on the HSE Management Standards and says plainly where the evidence is limited.

Scope of work

Leadership interviews

Confidential conversations to understand strategy, pressure points and existing evidence.

Workforce pressure survey

A structured survey aligned to the HSE Management Standards, reported only at group sizes that protect anonymity.

Data review

Absence, turnover and workload information you already hold, analysed for concentration and trend.

Operating conditions review

Meeting load, demand peaks, role clarity and change history in the areas of greatest concern.

Concrete deliverables, once scope is agreed

  • Assessment report locating pressure by team, role or function
  • Estimated operational and commercial exposure, with assumptions stated
  • Prioritised recommendations with suggested owners
  • Executive presentation and discussion of findings
  • Proposed baseline indicators for evaluating any action taken
How engagement decisions are made
  1. 1

    Initial conversation

    We discuss your situation and whether an assessment is appropriate. The conversation is not the assessment and produces no formal findings.

  2. 2

    Written scope

    If an assessment fits, we propose coverage, methods, data needs, outputs and fees in writing.

  3. 3

    Agreed assessment

    Paid work begins only once scope and outputs are agreed. Timings depend on organisation size and are confirmed in the scope.

Boundaries
  • The assessment is organisational, not a clinical or individual health assessment
  • We do not request individual health records and report only aggregated results
  • It does not replace a legal or occupational health risk assessment
  • It informs decisions; it does not guarantee a particular outcome

Please do not send individual health records or employee identifiers by WhatsApp.

Questions buyers ask

No. The initial conversation explores whether an assessment is appropriate. The assessment itself is a scoped, paid piece of work agreed in writing.

Start with an initial conversation.

Bring the main business pressure, the teams affected and any absence, turnover or workload evidence you have. We will explore whether an organisational assessment is appropriate and, if so, agree scope and outputs before any paid work.

Discuss an assessment on WhatsApp