FIT-UP — Six workplace wellbeing planning worksheets
Updated: 4 October 2026
Editable editorial resources for HR teams. Adapt to your own workplace.
These worksheets are discussion aids, not audits or commitments to outcomes.

1. STRATEGY AND ACTIONS
Observed organizational need:
Employees involved and their feedback:
Target group and specific goal:
Organizational change to consider:
Voluntary activity that complements it:
Access across sites, shifts and working patterns:
Owner, resources and approval:
First action and date:
Review question and date:
Next decision:
Guide: https://www.fit-up.com/en/insights/strategy

2. METRICS AND REPORTING
Decision the metric should support:
Definition, period and population:
Counting unit (unique people, appointments or activities):
Numerator and data source:
Matching denominator:
Target and documented basis:
Actual observation and date:
Missing inputs and limitations:
Who can review safely aggregated results:
Next task and owner:
Do not add unique people across months. Use does not prove a health effect.
Guide: https://www.fit-up.com/en/insights/wellbeing-kpis

3. PRIVACY AND HEALTH DATA
Selected service and purpose:
Data that are necessary for that purpose:
People or organizations receiving each type of data:
Access roles, retention and deletion arrangements:
Information employees receive before participating:
Voluntary participation and available alternatives:
Questions for the data protection contact and employee representatives:
Unresolved points that must be clarified before launch:
Private health results stay separate from performance evaluation.
Guide: https://www.fit-up.com/en/insights/wearables-and-health-data

4. COMMUNICATION AND PARTICIPATION
Invitation topic and target group:
Shared goal and voluntary nature:
Start date, end date and accessible time slots:
Registration and participation steps:
Channels for employees without company email:
Alternatives for different abilities and device access:
Data and visibility explanation:
Named contact for questions:
Reminder, feedback and follow-up dates:
Guide: https://www.fit-up.com/en/insights/challenge-ideas

5. FUNDING AND RESOURCES
Country and responsible advisory body:
Specific service, target group, period and scope:
Project status, orders and start date:
Current program conditions and source date:
Questions for the responsible body:
External budget and amount basis:
Internal time and resources, recorded separately:
Confirmed written funding for the same scope:
Unconfirmed assumptions, kept outside confirmed funding:
Tax treatment to clarify with a qualified adviser:
A tax exemption is not a cash grant. Check conditions before starting.
Guide: https://www.fit-up.com/en/insights/funding

6. BACK HEALTH AND WORKPLACE CONDITIONS
Tasks, working patterns and physical demands to review:
Employees and relevant specialists involved:
Ergonomic changes to consider:
Adaptable movement opportunities:
Participation route and accessible times:
Support needs or limitations to clarify:
Owner, rooms and resources:
Communication and follow-up:
Review of access and delivery:
Personal symptoms requiring individual professional assessment:
Workplace activities complement appropriate assessment and treatment.
Guide: https://www.fit-up.com/en/insights/articles/workplace-back-health