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How to build a workplace wellbeing strategy that actually works

A practical guide for OSH professionals ready to make wellbeing a strategic priority

A clear, practical guide to help OSH professionals put workplace wellbeing at the heart of their strategy and create meaningful, lasting improvements for their workforce.

In this resource

Why workplace wellbeing matters more than ever

Workplace wellbeing is no longer a “nice to have” – it is a strategic necessity. Organisations that fail to protect their workers’ wellbeing face significant costs through lost productivity, increased absence and reputational harm.

As an OSH professional, you are well placed to lead this work. Your experience in risk assessment, systems and workforce protection gives you the foundation to shape an effective wellbeing strategy.

The business case is clear

  • Poor mental health costs the UK economy £117.9 billion each year
  • Organisations with engaged employees achieve 23% higher profitability
  • 86% of employees say workplace wellbeing directly affects performance

What is workplace wellbeing?

IOSH defines wellbeing as:

“An individual's holistic state that encompasses both current mental and physical health circumstances based on influential factors.”

Wellbeing is shaped by a combination of:

  • Psychological factors – stress, job satisfaction, work–life balance
  • Physiological factors – physical health, energy levels, sleep quality
  • Work‑related factors – workload, culture, management support
  • Personal factors – family responsibilities, finances, health conditions

Wellbeing is personal. What impacts one worker may not affect another. A good strategy must be flexible enough to support diverse needs while structured enough to deliver meaningful change

The wellbeing influence model

Workplace wellbeing operates across interconnected levels:

Individual level

  • Personal and work‑related factors directly influence a worker’s wellbeing.

Team level

  • Collective wellbeing is shaped by the wellbeing of individual team members.
  • Team behaviours, communication and workload can amplify or reduce stress.

Organisational level

Culture is influenced by individual and team experiences.
Policies, procedures and leadership behaviours shape wellbeing outcomes.

External level

  • Reputation is shaped by how well you support workers.
  • Supplier, partner and recruitment relationships are influenced by your wellbeing culture.

This layered model highlights why wellbeing must be approached strategically – reactive responses achieve limited impact.

    Before designing your strategy, assess where you stand.

    What you do now

    • Review existing wellbeing initiatives
    • Audit policies and procedures for wellbeing considerations
    • Assess available resources and internal expertise
    • Map wellbeing‑related data (absence, turnover, engagement surveys)

    What you need to do

    • Identify gaps and priority risks
    • Understand specific wellbeing needs in your workplace
    • Determine resource requirements
    • Set realistic timelines

    Priority wellbeing gaps

    • Mental health support
    • Stress management
    • Return‑to‑work processes
    • Manager capability and confidence

    The most effective wellbeing strategies follow the structure of an OSH management system.

    Policy and planning phase

    • Develop a wellbeing commitment statement
    • Create a wellbeing policy aligned with OSH policy
    • Set objectives and targets
    • Assign roles and responsibilities

    Implementation phase

    • Roll out wellbeing assessment tools
    • Train managers and supervisors
    • Introduce support services
    • Communicate clearly and consistently

    Monitoring and measurement

    • Track wellbeing indicators
    • Measure programme effectiveness
    • Gather worker feedback
    • Monitor return on investment

    Review and improvement

    • Analyse results and trends
    • Update the strategy
    • Share successes and lessons
    • Plan next phases

    Visible, vocal senior support is essential

    Leadership buy‑in

    Build the business case around:

    • reduced absence and turnover
    • improved productivity
    • better reputation and recruitment
    • legal compliance and risk reduction

    Resource allocation

    • dedicated wellbeing budget
    • allocated staff time for coordination
    • training and development
    • external expertise where needed

    Policy integration

    Embed wellbeing into:

    • health and safety policy
    • HR policies
    • risk assessment procedures
    • incident reporting and investigation

    Immediate actions (0–3 months)

    • Deliver manager awareness training
    • Implement stress risk assessments
    • Introduce employee assistance programmes
    • Launch wellbeing communication campaigns

    Medium‑term actions (3–12 months)

    • Roll out wellbeing assessments
    • Establish peer support networks
    • Improve return‑to‑work processes
    • Strengthen reasonable adjustments procedures

    Long‑term actions (12+ months)

    • Evaluate culture change
    • Provide advanced manager development
    • Integrate wellbeing metrics
    • Work towards external recognition or reporting

    Conduct a wellbeing risk assessment to identify factors that may negatively impact wellbeing, such as:

    • workload and time pressure
    • role clarity
    • job security concerns
    • relationships and support
    • organisational change
    • physical environment

    Hierarchy of control for wellbeing

    • Eliminate – remove wellbeing hazards where possible
    • Reduce – minimise exposure to risks
    • Control – implement systems to manage ongoing issues
    • Support – provide individual adjustments and assistance

    Assessment tools

    • HSE Management Standards
    • worker wellbeing surveys
    • focus groups
    • professional wellbeing assessments
    • manager observations

    KPIs may include:

    • mental health‑related absence
    • turnover rates
    • engagement scores
    • wellbeing assessment results
    • support service usage

    Regular monitoring

    • monthly dashboards
    • quarterly trend analysis
    • annual wellbeing review
    • continuous feedback capture

    Reporting

    • leadership briefings
    • board‑level updates
    • inclusion in sustainability reporting
    • documentation for compliance

"We don’t have the expertise.”

Solution: Build capability gradually

  • use free HSE tools
  • partner with occupational health
  • access IOSH resources
  • collaborate with HR

“Management won’t invest.”

Solution: Strengthen your business case

  • quantify current wellbeing costs
  • benchmark performance
  • offer phased implementation options
  • demonstrate early wins

“Workers won’t engage.”

Solution: Prioritise consultation

  • co‑design your strategy
  • ensure confidentiality
  • demonstrate leadership commitment
  • celebrate progress

“We can’t measure wellbeing effectively.”

Solution: Use mixed methods

  • combine qualitative and quantitative data
  • track leading and lagging indicators
  • use validated tools
  • focus on trends, not exact numbers

Making it work: Implementation success factors

Strong leadership commitment

  • visible support
  • clear accountability
  • regular updates
  • protection of wellbeing resources

Collaborative approach

  • cross‑functional steering group
  • worker involvement
  • union engagement where applicable
  • external expertise

Systematic implementation

  • phased rollout
  • clear timelines
  • regular progress checks
  • flexibility to adapt

Continuous improvement

  • frequent strategy reviews
  • learning from experience
  • keeping up with best practice
  • encouraging innovation

Your next steps

Immediate actions

  • complete a wellbeing audit
  • present the business case
  • start your wellbeing strategy framework
  • access training and development

Useful resources

  • HSE Management Standards
  • IOSH wellbeing competency framework
  • Mental Health First Aid programmes
  • professional assessment tools

Remember: Implementing a wellbeing strategy is a marathon, not a sprint. Build foundations, progress step by step and celebrate success along the way.

Related IOSH courses and qualifications

  • IOSH Managing Safely – identify wellbeing hazards and implement controls
  • IOSH Working Safely – build safety culture and worker engagement
  • IOSH Level 6 Diploma – strategic wellbeing and occupational

Further reading and resources

IOSH resources

  • wellbeing competency framework
  • case studies
  • mental health research

External guidance

  • HSE stress management standards
  • WHO mental health guidelines
  • CIPD wellbeing reports

Professional development

  • wellbeing events and webinars
  • mental health first aid certification
  • occupational health courses

Join the conversation

Connect with OSH professionals through:

  • IOSH LinkedIn groups
  • local branch events
  • wellbeing communities of practice
  • the IOSH annual conference

Share successes, challenges and learning with others implementing wellbeing strategies.

Join IOSH today to access exclusive resources, networking opportunities and support for your professional development journey.

    A workplace wellbeing strategy is a structured approach to improving workers’ mental, physical and organisational wellbeing. OSH professionals are well placed to lead this because they already assess risk, manage systems and understand workforce needs.

    An effective assessment involves auditing existing wellbeing initiatives, reviewing policies, analysing data such as absence and turnover, and identifying gaps around mental health support, stress and manager capability.

    Successful strategies follow an OSH‑style management system: setting policy and objectives, training managers, launching support services, monitoring wellbeing indicators and continuously reviewing and improving progress.

    Leaders can strengthen their business case by quantifying the cost of poor wellbeing, demonstrating how improved wellbeing boosts productivity and reputation, and outlining phased, achievable actions that show early impact.

    Organisations can track metrics such as mental‑health‑related absence, engagement scores, turnover and support‑service usage. Tools like wellbeing surveys, stress risk assessments, focus groups and validated assessment methods help create meaningful insight.