Conducting a [email protected] Organizational Review: Getting Started
Why do a [email protected] Organizational Review?
A [email protected] Organizational Review of existing policies and practices related to the protection of your employees’ psychological health is the first step toward determining the extent to which your workplace is psychologically safe. A psychologically healthy and safe workplace is one that promotes employees’ psychological well-being and actively works to prevent harm to employee psychological health due to negligent, reckless or intentional acts. The [email protected] Organizational Review is designed to accompany the [email protected] Survey, which provides input from your employees’ perspectives. Conducting both the [email protected] Organizational Review and the [email protected] Survey allows a comparison between management and employee perspectives.
Workplaces may differ in the language describing various roles and positions. [email protected] uses the terms ‘employee’, ‘staff’, ‘supervisor’, ‘management’ and ‘employer’. Please use the terms appropriate for your workplace when working with [email protected] Resources.
What is involved in the [email protected] Organizational Review process?
The [email protected] Organizational Review process involves the completion of up to 13 [email protected] Organizational Review Worksheets, each corresponding to one of the Psychosocial Factors. Each [email protected] Organizational Review Worksheet includes: ✓ Definition of the Psychosocial Factor ✓ Information that would be helpful to refer to or collect ✓ Checklist of descriptors of your workplace 2012 by J. Samra, M. Gilbert, M. Shain & D. Bilsker. Centre for Applied Research in Mental Health and Addiction (CARMHA). All rights reserved.
What do you need to complete the [email protected] Organizational Review?
The following may help you complete the [email protected] Organizational Review Worksheets.
• Documentation: Gather and refer to reports or documents with information relevant to employee and organizational functioning.
- e.g., rates of and reasons for absenteeism/disability, turnover rates, benefits utilization and costs • Organizational and/or Market-Specific Considerations: It is important to take into account current factors or trends that may be compromising the psychological health and safety of your workplace. - e.g., lack of available skilled workers, aging workforce, changes in market conditions, pending merger • Employee Input: Information from your staff may be helpful. - e.g., employee suggestions, health and safety committee reports, employee surveys Who completes the [email protected] Organizational Review?
The [email protected] Organizational Review may be completed by one or more individuals within the organization – this may vary depending on the size and nature of the organization. For example, the [email protected] Organizational Review may be completed by the owner or manager within a small-sized business or work team. In a medium-sized business, the [email protected] Organizational Review may be conducted by a designated human resources professional. In a large-sized business, there may be a range of potential individuals available to undertake the process (e.g., human resources professional, occupational health & safety representative, division/department head, regional manager).
You may wish to create a subcommittee or select a small group of staff to participate in the process. To heighten the objectivity of the process, you may also consider using an external consulting group with expertise in the [email protected] process. Where do you go from here?
Review the 13 [email protected] Organizational Review Worksheets corresponding to the Psychosocial Factors to determine where you might begin addressing psychological health and safety issues. We recommend that you complete the [email protected] Organizational Review Worksheets before, or in parallel with, administering the [email protected] Survey to your employees.
2012 by J. Samra, M. Gilbert, M. Shain & D. Bilsker. Centre for Applied Research in Mental Health and Addiction (CARMHA). All rights reserved.
How to select Psychosocial Factors for the [email protected] Organizational Review
It can be difficult to determine where to begin. For this reason, we recommend that you prioritize the [email protected] Organizational Review Worksheets you will complete. Focus on one Psychosocial Factor at a time. This helps to streamline your efforts and increases your likelihood of success.
Begin by completing [email protected] Organizational Review Worksheets for: (a) Factors that disproportionately impact your organization financially.
(b) Factors that are particularly relevant to changes occurring within your organization or work unit (e.g., if there have been recent changes in leadership, you may want to select the corresponding [email protected] Organizational Review Worksheet for PF3: Clear Leadership & Expectations).
(c) Factors that are particularly relevant to key incidents or events (e.g., legal action, suicide).
We recommend that you eventually complete all of the [email protected] Organizational Review Worksheets in order to provide the most thorough overview of your organization’s psychological health and safety. After completing each [email protected] Organizational Review Worksheet, enter your score into the associated [email protected] Action Planning Worksheet.
2012 by J. Samra, M. Gilbert, M. Shain & D. Bilsker. Centre for Applied Research in Mental Health and Addiction (CARMHA). All rights reserved.

Source:[email protected]_Organizational_Review_Getting_Started.pdf


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