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The first pages of the Employee Wellbeing Strategy template

Employee Wellbeing Strategy

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Style
Minimal
Difficulty
Beginner
Updated
October 30, 2026

Every page (7)

Overview

A wellbeing programme that is only perks does little for stress. This template treats wellbeing as a duty of care: it sets out why it matters in your workplace, four pillars, grouped initiatives with owners and dates, a calendar of activity and a scorecard with targets and status. It is built for HR teams who need to show leaders what will be done, by whom and how it will be judged.

The sample is a 2027 strategy for Ivywell Care, a fictional care provider with 640 staff, a $150 per head budget and a clear baseline: 3.8% sickness absence and 58% saying their workload is manageable. Replace the pillars, the owners, the calendar and the support routes first, then choose two measures to review every quarter.

Useful for

  • Presenting a yearly wellbeing plan to leaders with a budget per head and named owners
  • Showing managers how to spot stress early and where to send staff for confidential help
  • Reviewing absence and pulse results each quarter against targets and acting on the gaps

What's included

  • Cover and a two-column context page with the case for wellbeing and a pull quote
  • Pillars page with reach by pillar, a progress chart and three highlight cards
  • Initiatives checklist grouped by pillar with owners and due dates, plus an always-on list
  • Event calendar with a legend and two compact months for the year's activity
  • Measures scorecard with targets, trends and red-amber-green status
  • Make it yours guide with five steps for replacing the sample content

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Choose three or four pillars that match your people's real risks, and replace the context page with your own absence and pulse figures.

  3. 3

    Fill the initiatives and the calendar with your dates, owners and budget, and add the workload or stress-risk actions you will take.

  4. 4

    Pick two measures, such as absence and a pulse question, and update the scorecard targets. Replace the support routes with your actual EAP and first aiders.

  5. 5

    Delete the Make it yours page, then share the strategy or present it.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

How many pillars should a wellbeing strategy have?

Three or four is enough. Pick the pillars that match your people's biggest risks, such as workload, rest or financial stress, rather than covering every possible topic.

Does this replace a stress risk assessment?

No. It plans the programme around one, but you should check the stress risk requirements that apply where you operate and run the assessment separately.

Is the Ivywell Care content real?

No. The organisation, the people and every figure are fictional sample content. Replace them with your own data and names before you share the strategy.

  • #employee-wellbeing
  • #wellbeing-strategy
  • #mental-health
  • #hr-template
  • #manager-guide
  • #wellbeing-calendar
  • #google-docs

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