Wellness Action Plan Guide and Template

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Wellness Action Plans (WAPs) are a great way to open up conversations about mental health and wellbeing in the workplace, as well as helping you to support your employees’ mental health at work. 

Encouraging employees to create their own Wellness Action Plan, either with or without your input, can help improve workplace wellbeing, communication, and engagement. 

In this guide, we’ll look at what a Wellness Action Plan is, when to use them, how to create your own, and a free template that you can use in your organisation.

What is a Wellness Action Plan (WAP)?

The Wellness Action Plan (WAP), inspired by Mary Ellen Copeland’s Wellness Recovery Action Plan® (WRAP®) is used around the world to help people manage their workplace wellbeing.

These can be used as a personal tool for the employee themselves to use, as a way of opening up conversations in the workplace, and sometimes even as a way to come up with new ideas as to how managers can support their teams better. 

Wellness Action Plans provide a personal and practical approach to managing workplace wellbeing, whilst also opening up conversations about wellbeing and how to better manage it. 

Also read: Talking about mental health at work – Guide for employers

Effectively, they are agreements made between a manager and an employee as to how their mental health and wellbeing can be better managed in the workplace. It’s important to note, however, that a Wellness Action Plan is not a legally binding document.

When to Use Wellness Action Plans

Wellness Action Plans can be used at any point, regardless of whether employees are struggling with poor mental health or not. They’re an ideal tool for starting conversations about mental health in the workplace, and we encourage all organisations to use these with their team.

You may wish to present these in one-to-one meetings or ask everyone to fill them out during a group discussion or meeting. They are also useful during an employee’s return to work process, particularly if they’ve been off due to poor mental health. 

Sometimes, Wellness Action Plans are personal to the employees themselves, but in some cases, they may wish to share theirs with management, HR or wellbeing leads to provide the right level of support. 

A Wellness Action Plan can also be particularly useful for remote and/or hybrid workers who need support from their line managers when they’re not in the workplace itself. 

How to Make a Wellness Action Plan

We have included a template within this guide that you may wish to print off and share with your employees. If you wish to make your own, it’s a good idea to ensure it covers the following:

  • Current working arrangements, including any support or adjustments they may have or need
  • What makes them feel mentally happy and healthy at work 
  • Any situations that may trigger poor mental health at work and/or early warning signs
  • How these situations or triggers may be managed in the workplace
  • What may have worked (or not worked) to improve their mental wellbeing in the past
  • How poor mental health may impact their work (if at all)
  • What steps they may be able to take to manage any stress or mental health issues at work
  • What help or support they may need from management during these times
  • You may also wish to include an agreed time that the Wellness Action Plan will be reviewed to see if the support measures put in place are working.

Whilst employees may wish to fill these out on their own, it’s a good idea that you arrange a time with each person to discuss what is on their Wellness Action Plan and how you can work together on implementing it. 

Wellness Action Plan Template and Guide

Wellness Action Plan Template 

You are free to download and use our Wellness Action Plan template within your organisation, or even just use it for inspiration. To get a copy, along with this guide, sent directly to your inbox then please fill in the details below.

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Need more help? We offer free 30-minute consultations for anyone who’d like to discuss worries, concerns or any questions they have about workplace wellbeing. This isn’t a sales call, just free, impartial advice to help support your team. Learn more and book yours here.

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