Occupational Health Audit

See: https://www.wellbeing4business.co.uk/wellbeing-consultancy/

Wellbeing4business Ltd Occupational health audit approaches the question of health and wellbeing at work from a business perspective. We believe that health and wellbeing should be seen as long-term investments designed to improve overall corporate health (both financially and medically). So we have assembled some of the UK’s leading health, safety, occupational health and wellbeing experts to provide independent strategic advice to organisations.

Occupational Health Audit Testimonials

  • Michael Fox, Manager, HR Operations, ESB Dublin  Wellbeing4business, undertook an Occupational health audit to assess our capability in this area independently and to make recommendations on areas to focus on to enhance the quality and value of this service. The team at Wellbeing4business were very professional and efficient in their approach and dealt with our team courteously and respectfully. The recommendations for enhancing our Occupational Health activity were comprehensive and insightful. These recommendations and their general views on how we might grow our overall health and wellbeing services were very valuable to our company.
  • Sue Guest Head of Health Safety, E.ON UK – Working with Wellbeing4business Ltd has been truly worthwhile for E.ON UK. We realised that we needed to develop a stronger foundation for employee wellbeing. The audit and strategic consultancy helped us to develop a wellbeing strategy which enabled us to see how we could integrate our safety, health and work-life balance activities.
  • Gill Tait – Associate Director of Human Resources Sheffield University – Wellbeing4business was selected, from several providers, to undertake an occupational health audit at The University of Sheffield. The Terms of Reference for the review and audit demanded a comprehensive review of the services, considering stakeholder views, and a report to be prepared and presented detailing the key findings and recommendations.

Occupational Health Audit Benefits

The Occupational health audit will help the organisation to:

  • Improve the value, efficiency and effectiveness gained from current investments in wellbeing.
  • To identify “where the organisation is now” in addressing occupational health and wellbeing and the integration with the business focus and needs
  • Build a proposition of best practice health and wellbeing services that fulfil legal obligations and critical business objectives.
  • Effectively use and integrate resources.
  • Assess spend vs industry benchmarks.
  • Engage and incentivise staff to improve personal wellbeing.
  • Understand and manage health data.
  • Identify health and wellbeing issues – work-related/non-work related and identify any potential risks.
  • Identify “work style” health issues, e.g. work-life balance and work travel health.
  • Build a comprehensive wellbeing strategy.
  • Identify global influences and needs.

The Audit

Our Occupational health audit has the following benefits:

  • Provides a comprehensive picture of organisational effectiveness in managing wellbeing
  • Provides a detailed risk assessment of personal wellbeing
  • Creates a knowledge bank to base any strategy development upon
  • It gives a strategic picture of how the organisation manages wellbeing.
  • Provides insight as to whether the current services are appropriate vs need
  • Reviews spending, delivery, and account management
  • Establishes the perceived value of current services
  • Answers procurement questions/supports tender development
  • Answers specific questions on aspects such as ‘in-house vs outsource.’


The audit process is modular and can be adapted to suit each client organisation’s needs.

Module 1 – Strategic review:

  • Leadership/management of service
  • Business functions, type and current issues
  • Vision /future strategy
  • Services – current deliverables/services/solutions
  • Strategy and buy-in – wellbeing strategy, mental health strategy and alignment with business issues/change
  • Programme management – structure, knowledge, intervention planning, audit
  • Contract spending, account management and value for purchased interventions
  • Programme procurement and management
  • Service Integration
  • Clinical governance brief review
  • Communication/brand/image/engagement

Module 2 – Process Review

The process review will look at how efficient and effective processes are in place to manage aspects such as long-term absence, outbreaks etc

  • The customer journey
  • The referral process
  • Administration processes
  • Absence process – frequent short-term and long term
  • Full operational process mapping
  • Lean working
  • Protocols
  • Effective use of technology
  • Service delivery efficiency
  • Record keeping

Module 3 – Intervention Review

The intervention review will see if the current interventions fit future needs. Auditors will look at services such as OH, wellbeing, physio, counselling, training, proactive initiatives and self-help information. We will meet key programme stakeholders (OH practitioners, health professionals, physiotherapists, psychologists, counsellors, and service providers).

  • Clinical and non-clinical reviews
  • Staffing and resources
  • Brand and communication
  • Service protocols and pathways
  • Contract spending, account management and value for purchased interventions
  • Integration of interventions
  • Governance
  • Trauma/ critical incidents, including suicide
  • Case management
  • Health surveillance
  • Wellbeing

Module 4 – Data Review

The data review will provide insight into mental health by reviewing key metrics that prove risk, track trends and assess the impact of interventions

  • Analyse intervention data
  • Analyse absence data
  • Identify trends/gaps

Module 5 – Audit Presentation

At the end of the audit, our consultant will produce a full report and present it to key champions.

Module 6 – Stakeholder Interviews

We will interview key stakeholders (Senior team, HR, Safety, Wellbeing champions, and Facilities).

Module 7 – Strategy workshop

A strategy workshop is used to review the current situation depicted by the above modules and establish a vision for the future. The outcome will be a draft strategic plan and actions.