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
- What is workplace wellbeing?
- The wellbeing influence model
- How to build your wellbeing strategy
- Common challenges
- Implementing success factors
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
Key insight
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.
How to build your wellbeing strategy: Step‑by‑step
- 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)
- Identify gaps and priority risks
- Understand specific wellbeing needs in your workplace
- Determine resource requirements
- Set realistic timelines
- Mental health support
- Stress management
- Return‑to‑work processes
- Manager capability and confidence
- Develop a wellbeing commitment statement
- Create a wellbeing policy aligned with OSH policy
- Set objectives and targets
- Assign roles and responsibilities
- Roll out wellbeing assessment tools
- Train managers and supervisors
- Introduce support services
- Communicate clearly and consistently
- Track wellbeing indicators
- Measure programme effectiveness
- Gather worker feedback
- Monitor return on investment
- Analyse results and trends
- Update the strategy
- Share successes and lessons
- Plan next phases
- reduced absence and turnover
- improved productivity
- better reputation and recruitment
- legal compliance and risk reduction
- dedicated wellbeing budget
- allocated staff time for coordination
- training and development
- external expertise where needed
- health and safety policy
- HR policies
- risk assessment procedures
- incident reporting and investigation
- Deliver manager awareness training
- Implement stress risk assessments
- Introduce employee assistance programmes
- Launch wellbeing communication campaigns
- Roll out wellbeing assessments
- Establish peer support networks
- Improve return‑to‑work processes
- Strengthen reasonable adjustments procedures
- Evaluate culture change
- Provide advanced manager development
- Integrate wellbeing metrics
- Work towards external recognition or reporting
- workload and time pressure
- role clarity
- job security concerns
- relationships and support
- organisational change
- physical environment
- Eliminate – remove wellbeing hazards where possible
- Reduce – minimise exposure to risks
- Control – implement systems to manage ongoing issues
- Support – provide individual adjustments and assistance
- HSE Management Standards
- worker wellbeing surveys
- focus groups
- professional wellbeing assessments
- manager observations
- mental health‑related absence
- turnover rates
- engagement scores
- wellbeing assessment results
- support service usage
- monthly dashboards
- quarterly trend analysis
- annual wellbeing review
- continuous feedback capture
- leadership briefings
- board‑level updates
- inclusion in sustainability reporting
- documentation for compliance
Step 1: Analyse your starting point
Before designing your strategy, assess where you stand.
What you do now
What you need to do
Priority wellbeing gaps
Step 2: Choose your management approach
The most effective wellbeing strategies follow the structure of an OSH management system.
Policy and planning phase
Implementation phase
Monitoring and measurement
Review and improvement
Step 3: Secure organisational commitment
Visible, vocal senior support is essential
Leadership buy‑in
Build the business case around:
Resource allocation
Policy integration
Embed wellbeing into:
Step 4: Develop comprehensive action plans
Immediate actions (0–3 months)
Medium‑term actions (3–12 months)
Long‑term actions (12+ months)
Step 5: Implement risk management and control
Conduct a wellbeing risk assessment to identify factors that may negatively impact wellbeing, such as:
Hierarchy of control for wellbeing
Assessment tools
Step 6: Monitor, measure and report
KPIs may include:
Regular monitoring
Reporting
Common challenges and how to overcome them
"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.
Ready to advance your health and safety career?
Join IOSH today to access exclusive resources, networking opportunities and support for your professional development journey.
Frequently asked questions
What is a workplace wellbeing strategy and why should OSH professionals lead it?
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.
How can organisations assess their current wellbeing performance?
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.
What steps are involved in creating a successful wellbeing strategy?
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.
How can leaders build a business case for workplace wellbeing?
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.
What tools and metrics help measure wellbeing outcomes effectively?
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.
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