Occupational Health & Wellbeing Audits

We assess the value, efficiency and effectiveness of current Occupational Health and Wellbeing Services. In essence, we audit to see if the service is “Fit for business” and equipped to meet the changing demands of the organisation

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Consultancy clients we are proud to have worked with over the past 20 years

Occupational Health and Wellbeing Audits

We have been auditing workplace occupational health and wellbeing services for over 20 years. No audit is ever the same although there are similarities with regards to aspects audited.

Audit process

It all starts with a phone call to understand your needs. Organisations new to wellbeing will require more of a needs assessment. The audit will involve evidence gathering, data analysis and stakeholder interviews. It culminates in the design of a comprehensive report.



Aim: To obtain a full understanding of the current OH and Wellbeing service contracts, resourcing and leadership; as well as understand the future vision of key stakeholders

Information gathering: We will interview key stakeholders (Occupational Health Manager, Senior team, HR, Health & Safety, Wellbeing champions, Facilities).

Our consultants will meet key stakeholders (Counsellors /Psychologists, OH practitioners and other health professionals where appropriate (e.g. physiotherapists).

Interviews/information gathering will focus on:

  • What is the central model and does it reflect the service and have clear SLAs?
  • Is there a wellbeing strategy or related strategies on mental health or musculoskeletal issues?
  • Are the stakeholders and leadership team on board and have the same shared strategic vision?
  • What is the service investment? Does it reflect the need?
  • Are the staffing levels and resources fit to meet business leads?

Aim: To obtain a full understanding of the services IT resources, data and data protection.

Information gathering: We will interview key IT stakeholders and users.

Interviews/information gathering will focus on:

  • What IT systems are in place to manage clinical data?
  • What are the reporting parameters?
  • Is there any auditing of data inputs?
  • Are staff proficient users and aware of data legislation?
  • Is data managed in a safe and secure way?

Note: We may hold discussions with third parties if applicable.

Aim: To obtain a full understanding of how clinical services are delivered; looking at value, effectiveness and efficiency.

Information gathering: We will interview key clinical stakeholders and users and process map each aspect.

Interviews/information gathering will focus on the following for each clinical transaction e.g. referral:

  • Utilisation
  • Process and clinic management
  • Staffing – use of resources – administration/clinical
  • Supervision/training
  • Data input
  • Reports
  • Customer feedback
  • Service Integration
  • Governance
  • Policy and Standard Operating Procedures (SOP)
  • Preparedness for special events (Covid)

We will look at timelines, Service Level Agreements (SLA) and effective management of staffing resources.

Aim: To obtain a full understanding of how services are branded and communicated to maximize uptake and engagement.

Information gathering: We will interview key clinical stakeholders from communications, staff, manager.

Interviews/information gathering will focus on the following:

  • Are there any brand and brand guidelines?
  • Is the brand visible?
  • How are services communicated?

Aim: To survey the wellbeing of the workforce and obtain a snapshot of health risks and health intentions.

Survey design: Our surveys take a few minutes to complete, are confidential and can be deployed across the whole organisation or targeted groups.

Surveys do not provide an individual report, are anonymous and use validated questions where applicable.

Surveys will cover:

  • Physical wellbeing – weight, waist, blood pressure, cholesterol, sleep, exercise, healthy eating, alcohol, musculoskeletal and smoking.
  • Mental wellbeing – resilience, mood, stress, coping skills.
  • Personal wellbeing – finance, relationships, caring, work-life balance.
  • Engagement – perceptions of current initiatives.

Aim:  To understand the way the organisation manages attendance/stress/msk cases.

Information gathering: Our consultants will gather evidence by meeting HR, OH and line managers

Interviews/information gathering will focus on:

  • What are the processes for absence management? How effective are they?
  • Is there an attendance Policy?
  • What are the referral triggers, pathways, and timescales?
  • How compliant are managers and OH with triggers?
  • What are the main issues/benefits of the current system?
  • Use of resources?
  • How are complex Long Term Sick cases managed?
  • How do OH and HR work with managers?
  • How does return to work occur? Are managers confident and compliant with policy and processes?


The audit will provide a detailed report. This is not a pass/fail process and should be seen as educational and practical. Each aspect of the audit will be rated and feedback provided.

Ratings are Competent, Observation and Correction.

Case studies

We have handpicked some of our successful projects and pieces of work.

Schedule a FREE, No-obligation, 30-minute consultation

One of our team will complete a short needs assessment with you.

Get in touch to find out more


01257 453645