Insights · Resources for HR

Employee wellbeing templates and planning downloads

Download free English wellbeing worksheets, checklists, an annual plan, budget and KPI templates. Adapt each resource to your workplace without registration.

Quick answer

What will you find here?

Download free English wellbeing worksheets, checklists, an annual plan, budget and KPI templates. Adapt each resource to your workplace without registration.

Resources for internal planning

Six concise worksheets support planning, metrics, privacy discussions, communication, funding review and back health.

The resource pack is free and requires no email address.

Use them to prepare a discussion

The editorial templates contain review questions and tasks for your project team. They do not replace assessment of your specific legal, tax or professional situation.

Additional resources include a challenge invitation and health-day checklist as text files, plus an annual plan CSV. The self-check structures organizational questions. Excel budget and KPI templates and a text reporting template complement planning.

Free English planning resources

Download directly and adapt for internal use. No email address required.

Planning worksheets

Six worksheets covering strategy, metrics, privacy, communication, funding and back health.

Download TXT →

Challenge invitation

Editable goal, dates, participation and privacy information.

Download TXT →

Health-day checklist

Preparation, rooms, time slots, communication and follow-up.

Download TXT →

Annual wellbeing plan

CSV template with goals, activities, owners and review dates.

Download CSV →

Action plan

CSV template for a specific task, scope and review.

Download CSV →

Budget template

Excel formulas separate external costs, internal time and confirmed grants.

Download XLSX →

KPI template

Excel definitions, numerators and denominators without invented benchmarks.

Download XLSX →

HR reporting template

Editable briefing with delivery, resources, metrics and next decisions.

Download TXT →

Scope and limitations

  • Use these editorial planning resources alongside employee involvement and the appropriate professional assessment.
  • Organizational reporting should use suitable aggregated data. Personal health measurements remain private.

Frequently asked questions

Are the downloads free?

Yes. The resource pack and text templates are available directly without registration.

Which file formats are available?

Planning worksheets, challenge invitations and health-day checklists are available as text files, an annual plan as CSV, and budget and KPI templates as Excel files. The reporting template is a text file. Online self-checks and funding checks provide downloadable summaries.

Can we adapt the templates?

Yes, for internal use in your own company.

Published by FIT-UP GmbH, Linz, Austria — a Corporate Health platform provider for organizations in Austria and Germany. Last updated: 2026-10-04.

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