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!
| 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:
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. |
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| Worker Well-being | ||||||||
| Physical Well-being |
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| Job Satisfaction |
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Example: Engagement survey score |
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| Mental, Social & Financial Well-being |
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Example: Survey scores |
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| Financial Impact of Worker Well-being |
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Example: Reduced cost of lost time |
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| Environmental Sustainability | ||||||||
| Resource Efficiency |
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Example: Utility bills |
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| Workplace Initiatives |
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Example:Impact of initiatives |
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| Carbon Footprint |
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Example:GHG emissions |
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| Financial Impact of Environmental Sustainability |
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Example:Reduced costs from energy, consumption, etc. |
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| Organizational Performance | ||||||||
| Operational Effectiveness |
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Example:KPIs |
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| Customer Experience |
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Example:Net promoter score |
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| Long-term Sustainability |
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Example: R&D/innovation |
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| Financial Performance or other KPIs |
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Example: Net revenue or achievement of objectives |
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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.
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.
Align measurement with your unique goals and resources for measurable, long-term success.
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:
Example:HRA or self rated survey