Step 2: Identify needs

It is important to get a good understanding of what you are already doing and where you can improve. This can mean reviewing relevant information and data.

This may come from:
  • Feedback from staff. This can be a valuable way of gaining insights into staff and organisational needs. Feedback may come from individual conversations, suggestions given by staff members, or through staff surveys.
  • Staff meetings, health and safety committee meetings, and organisational audits (looking at existing data and policies).
  • Human resources information (rates of absenteeism, uptake of available employee benefits, Employee Assistance Program (EAP) data, workers’ compensation claims, disability statistics, bullying/harassment claims, staff satisfaction survey results). 
  • Reviewing what policies, procedures, supports, practices and/ or training programs are already in place.
Having this baseline information means you can use the same measures at set intervals to track progress.


Collecting this information and data before you start developing your plan will assist you in identifying your priorities and monitoring and reviewing your progress.


Ask the right questions

You may choose to use surveys to assist you to understand your current working environment and employees' perceptions of the workplace. 

You'll find some tools below designed to provide a better picture of your workforce's wellbeing.



Find out how to get a better picture of your workplace



Looking for more detail?

The following resources can help: