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Assessment Tools and Guidelines for Integrated Approaches

Every organization has different resources available, work environments, needs and interests of management and employees, and safety and health priorities. All are important factors to be considered when planning an integrated program. Below lists the latest and emerging set of assessment tools and guidelines on integrated approaches to help your organization create a culture of total worker health.

Assessment Tools

While measures exist to assess safety climate, workplace health promotion, or a “culture of health,” they tend to focus on either health promotion or health protection rather than on integration. Existing surveys also tend to be long and may not be practical for many businesses, especially small ones, to complete. Below lists some emerging and existing assessment tools to use when considering the development of an integrated program. While some of the examples listed focus on primarily on workplace safety or health or on workplace health promotion, combined they can provide a good place to start. To view a more comprehensive analysis of the utility of some of these tools, read TWH in Action! article on Emerging Efforts to Measure TWH.

Integration of Health Protection and Health Promotion: Rationale, Indicators, and Metrics
Within special supplement on Total Worker Health in the December 2013 Journal of Occupational and Environmental Medicine, this article from Glorian Sorensen and colleagues proposes a definition of integrated approaches to worker health, and key indicators and measures that may be used by employers and researchers to measure the extent to which integrated efforts are being implemented within an organization.

CDC Worksite Health ScoreCard
A tool to assist employers in identifying gaps in health promotion programs, and to prioritize high-impact strategies for health promotion at worksites on a range of health topics such as occupational safety and health, organizational supports, stress management, depression, and physical activity.

NIOSH Organization of Work Measurement Tools for Research and Practice
Provides a means for researchers to quickly and easily identify available instruments for measuring organizational characteristics that may be useful for advancing research on the associations between work organization and worker safety, health, and well-being

NIOSH Quality of Worklife Questionnaire
Provides tools for measuring the relationship between job/organizational characteristics and worker health and safety and identifying targets for health and safety preventive interventions

Occupational Safety and Health Administration (OSHA) Form 33
Contains questions about organizational programs and policies pertaining to occupational safety and health.

American College of Occupational and Environmental Medicine’s Corporate Health Achievement Award
Contains over 240 questions that could be considered as measures for integrated approaches; however, it does not include questions on the psychosocial work environment and stress.

CDC Workplace Health Assessment
A website providing comprehensive guidance and resources on how to conduct an assessment focused on workplace health.

Guidelines for Integrated Approaches

The following select documents provide the latest guidelines and strategies to help guide workplaces in implementing programs that integrate health protection and health promotion. This set of resources is from NIOSH Centers of Excellence and partners.

CPH-NEW Healthy Workplace Participatory Program
Center for Promotion and Health in the New England Workplace (CPH-NEW); 2013
An interactive assessment and seven-step planning process to help create a new program or enhance and integrate existing programs.

SafeWell Practice Guidelines: An Integrated Approach to Worker Health Version 2.0
Harvard School of Public Health, Center for Work, Health, and Well-Being; 2012
A model and resource for comprehensive approaches to worker health that integrate and coordinate efforts to promote healthy behaviors, ensure a safe and healthy work environment, and provide resources for balancing work and life.

The Whole Worker: Guidelines for Integrating Occupational health and Safety with Workplace Wellness Programs
State of California Commission on Health and Safety and Workers’ Compensation (CHSWC); 2010
Educational material based on a roundtable discussion convened by the CHSWC on how to combine workplace wellness programs with occupational health and safety.


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