Organizational wellness assessments
Listen first. Plan with intention.
A developing approach to gathering context, identifying priorities, and shaping a more focused conversation about well-being at work.
Request a proposalSet the boundaries first
Make the question clear before gathering information.
Organizational assessment: proposed service
This concept is intended for organizational planning. It does not describe a clinical diagnostic assessment or a validated measurement product.
- Purpose
- Define the questions the organization wants to understand.
- Participation
- Consider whose perspectives are needed and how people would be invited.
- Information use
- Agree on the collection, access, reporting, and retention approach before beginning.
Build understanding
A starting point for better questions.
A listening engagement could help an organization clarify its priorities before choosing a workshop, retreat, or wider program.
The method would need to fit the question and the setting. Any proposed survey, interview, or discussion approach must be reviewed for suitability before use.
Proposed engagement structure
An example planning sequence.
Clarify the brief
Agree on the organization’s question, intended participants, and decision the work should inform.
Define the listening approach
Review potential methods, participation expectations, and how information would be handled.
Consider findings and options
Identify what can reasonably be learned and what next steps the organization can consider.
Possible directions after listening
Connect understanding to a next step.
The next conversation
What does your organization want to understand?
Start with the question you are trying to answer. Scope and suitability can be explored from there.