About the Assessment Tool
Triple Bottom Line Approach:
People, Planet, and Performance
This practical, evidence-based tool is designed for small and medium-sized enterprises (SMEs) yet applicable to organizations of any size or sector. It helps you evaluate and enhance practices across three interconnected areas essential to sustainable success - worker well-being, environmental sustainability, and organizational performance - reflecting a triple bottom line approach: people, planet, and performance.
Use this tool to benchmark progress against your own practices, identify strengths and opportunities, and build a roadmap for continuous improvement. Each step builds on the last to help your organization advance at a sustainable pace.
Background
This tool is made possible by Wellness Works Canada, Mitacs, and the University of Alberta. It allows users to measure, work towards and report on these three interconnected areas. It was developed as a part of a larger research project that included a research survey and literature review. It is evidence-based and informed by existing frameworks and tools such as the Psychological Health and Safety Standard, the Canadian Index for Well-being, the United Nation's Sustainable Development Goals, the World Health Organization's Social Determinants of Health, the Surgeon General's Framework for Workplace Mental Health and Well-Being, Total Worker Health, Government of Canada's Quality of life indicators, the Organization for Economic Co-operation and Development (OECD) Well-being Lens Survey, and BCorp and Environmental Social Governance (ESG) principles.
The relationship between worker well-being, environmental sustainability and organizational performance are mutually reinforcing. Measuring all three helps to reduce silos and realize the benefits that each have on each other, as illustrated by the conceptual framework below.
To get started, download the detailed instruction manual or follow the on-screen prompts as you move through each step.
Tip: It's recommended to complete one step at a time and make measurable improvements before moving on.
If your organization already has mature strategies in all three areas, you can progress through each section in succession.
The Process
This tool is not a one-time activity. It is the beginning of an ongoing process designed to embed worker well-being, environmental sustainability, and organizational performance into your company's foundation.
Document
Complete the assessment to establish your baseline. Document your current state, readiness, and impact.
Train
Use this data to educate and align your teams, communicating the "why" behind your initiatives and empowering everyone to contribute.
Annually Re-do
Make it a regular practice to revisit this assessment. This allows you to track progress, celebrate successes, and adapt your strategy.
If you're just getting started, begin with Step 1, create a plan, implement it, and then move to Step 2 after evaluating your progress. Continue this cycle for each step to ensure lasting impact.