FIT-UP employee wellbeing reporting template
Updated: 4 October 2026

Company / site:
Reporting period:
Target group:
Report owner:
Report status:

1. DECISION REQUIRED
Which decision is needed?
By when?
Which scope needs approval?
Which inputs are still missing?

2. GOAL AND DELIVERY
Agreed goal:
Activities delivered and organizational tasks completed:
Access routes and available time slots:
Differences from the plan:

3. METRICS
Repeat for each metric:
Name and definition:
Population and period:
Unit (people / individual appointments / activities):
Data source and collection date:
Numerator:
Denominator (for a rate):
Target and basis for the target:
Observed result:
Missing inputs or limitations:

Use matching numerators and denominators for the same period.
Mark missing values as missing. Enter zero only for a genuine zero.
Do not add monthly rates or count unique people several times.

4. RESOURCES
External costs for the same scope (EUR):
Amount basis / VAT treatment:
Internal time (hours):
Estimated internal costs (EUR):
Confirmed funding for the same scope (EUR):
Sources and dates of inputs:
Budget differences and explanation:

5. FEEDBACK AND INTERPRETATION
Voluntary feedback, safely aggregated:
Organizational barriers:
Supported observations:
Explanations not yet tested:
Planning assumptions for the next step:

Keep private measurements, diagnoses and identifying information out of this report.
Participation describes use. Treat health outcomes and financial scenarios separately.

6. NEXT TASKS
Repeat for each task:
Task:
Owner:
Resources needed:
Deadline:
Next review:

Editable for internal use in your organization.
Guide: https://www.fit-up.com/en/insights/reporting-template
Metrics: https://www.fit-up.com/en/insights/wellbeing-kpis