Step 3: Impact Assessment

This step connects metrics to concrete activities, so leaders can see not just whether they collect data, but also whether their actions are producing meaningful impact over time. You are encouraged to document your impact assessment on those areas where your organization has meaningful data or strategic priorities.

Yes, this form looks long! But please only complete one item per category (i.e.: worker well-being, environmental sustainability and organizational performance) per year. If you have the resources and time, go for more - but this is an investment in continuous improvement. Start small and move on from there!

Impact Assessment Matrix Form

Index Items Data we have

Data we have: Enter baseline measures of the data you have here. Click the i icon to see potential measures. Note: these are only examples. Enter what you feel is relevant.

Initiatives

Initiatives: List the initiatives, using S.M.A.R.T. goals, that you are implanting, or plan to implement, to improve this area.

Data we need

Data we need: Enter the baseline measure that can be used to track progress year after year. Pick one measure for each construct.

Targets

Targets: Set specific, measurable goals for what you want to achieve. These should be realistic yet ambitious targets that align with your overall organizational objectives.

Timeline

Timeline: Indicate if the targets you are setting are for a specific date, quarter, month or year.

Score of measurement

Score of measurement: A crucial part of tracking your progress, to capture how performance/results you achieve from your measurements looks from two perspectives:

  • Organization: How the company assesses results based on its data.
  • Employees: How workers perceive outcomes (e.g., through surveys, focus groups).

This dual lens helps balance management KPIs with lived employee experience.

Impacts

Impacts: Describe the observed or expected effects of the initiatives. This includes both quantitative results and qualitative changes in organizational culture or employee experience.

Annual comparison

Annual Comparison: Compare year-on-year results, note trends, and identify whether initiatives are making a measurable difference. This helps track progress over time and demonstrates the long-term value of your investments.

Worker Well-being
Physical Well-being
?

Example:HRA or self rated survey

Job Satisfaction
?

Example: Engagement survey score

Mental, Social & Financial Well-being
?

Example: Survey scores

Financial Impact of Worker Well-being
?

Example: Reduced cost of lost time

Environmental Sustainability
Resource Efficiency
?

Example: Utility bills

Workplace Initiatives
?

Example:Impact of initiatives

Carbon Footprint
?

Example:GHG emissions

Financial Impact of Environmental Sustainability
?

Example:Reduced costs from energy, consumption, etc.

Organizational Performance
Operational Effectiveness
?

Example:KPIs

Customer Experience
?

Example:Net promoter score

Long-term Sustainability
?

Example: R&D/innovation

Financial Performance or other KPIs
?

Example: Net revenue or achievement of objectives

What do I do next?

Step 3 is about making the strategic connections. Validate whether you are measuring what truly matters and whether current initiatives are delivering the expected results. Identify which impacts are most significant for your organization, whether in terms of employee experience, environmental benefit, or financial return, and use these insights to refine goals and strategy in the next stage of planning.

A final word on your journey

This tool is designed to be a practical, diagnostic framework to help organizations locate where you are today and see a path to higher measurement maturity. The most effective use is to align it with your company's unique goals and resources, turning your insights into measurable, long-term success. Start with small steps and scale up. It's better to make significant progress in a few critical areas than to spread your resources too thin.

If you'd like external guidance or facilitation support in completing the assessment or developing an improvement plan, please contact info@wellnessworkscanada.ca.

Key Insights

  • Focus on what truly matters to your organization
  • Validate current initiatives' effectiveness
  • Identify most significant impacts
  • Refine goals and strategy for next stage

Align measurement with your unique goals and resources for measurable, long-term success.

Complete Your Assessment Journey

Congratulations on reaching the final step! Your insights are ready to be transformed into action. Save your assessment and generate comprehensive reports to share with your team.

Generate comprehensive reports to document your assessment results: