Planning, Assessment, and Evaluation Resources

How safe and healthy is your workplace environment? Are your employees engaged? What are your organization’s most important safety and health challenges and priorities? Do supervisors and managers have the skills they need to protect and nurture the workforce?

Manual workers working

There are many important factors to consider when planning Total Worker Health® programs, policies, and practices that protect from work-related safety and health hazards and promote injury and illness prevention efforts to advance worker well-being. This page provides planning, assessment, and evaluation resources to help your organization create and sustain a culture of total worker health. Some resources in the table below may offer information that is focused on the protection from work-related safety and health hazards, while other resources may focus on the promotion of injury and illness prevention efforts to advance worker well-being. For this reason, users seeking to plan, assess, and evaluate their TWH efforts are encouraged to consider multiple resources in developing solutions tailored to the needs of their organization.

Planning Resources

Planning tools for programs, policies and practices are essential for developing a robust Total Worker Health (TWH) initiative. The table below provides the latest guidelines and strategies that can assist in implementing integrated health protection efforts with a broad spectrum of opportunities to improve worker health and well-being. Additional TWH planning resources can also be found on the NIOSH TWH website, including the NIOSH TWH webinar series and on-demand training.

Assessment Resources

While measures exist to assess workplace safety and health, they do not often focus on the synergistic effects of both approaches. Given that organizations vary in resource availability, existing assessments may also be long or impractical for some organizations. The table below highlights emerging and existing assessment tools to consider when developing a cohesive workplace safety, health, and well-being program. Some of the featured resources focus primarily on workplace safety or worker health individually. These resources can be combined with others to offer a more comprehensive organizational assessment.

Evaluation Resources

Evaluation is the systematic study of the value or significance of an object, which can include an intervention/activity, program, or policy. There are varied approaches for conducting evaluations.[1] The evaluation can focus on the implementation process and/or achieved outcomes, with the overall goal of improvement. An effective evaluation design should address these questions:

  • What will be evaluated?
  • What is the standard for success (e.g., performance level)?
  • What evidence will be used to indicate success?
  • What conclusions are justified by comparing the available evidence to the standards for success?
  • How will evaluation findings be used to improve effectiveness?

Program evaluation is an essential element of effective, comprehensive workplace programs that aim to protect and improve worker safety, health, and well-being. Evaluation results can drive program improvement by enabling key decision-makers to have sufficient, reliable information on which to base their decisions for change. Employers may be at different stages in implementing a TWH initiative. Some employers may have strong occupational safety and health programs and policies in the absence of any initiatives that promote worker well-being, while other employers may have both, but such that these functions are siloed, existing in different parts of the organization. Routine program monitoring and evaluation allows employers to capture where they are in their process of implementing TWH approaches, and to make informed decisions about how to proceed.[2]  The table below provides evaluation resources that may be helpful in evaluating a TWH initiative.

About the Resource Table

The table below features resources that can support the planning, assessment, and evaluation of TWH programs, policies and practices. This non-exhaustive list of free, publicly available sample resources is provided for general knowledge and guidance. The icons under the description of each resource (shown below: Photos by ©2019 iStock/Getty Images Plus) identify whether information specific to assessment, planning, or evaluation can be found within the resource.




Examples of Resources for Planning, Assessing, and Evaluating Total Worker Health Programs, Policies and Practices


The workbook, Fundamentals of Total Worker Health® Approaches: Essential Elements for Advancing Worker Safety, Health, and Well-being, will helps organizations and employers create new Total Worker Health initiatives or better align existing workplace interventions with the TWH approach. This workbook uses five defining elements of TWH to provide organizations with a baseline “snapshot” of where you are, to identify initial steps to improve workforce safety, health, and well-being, and to help you measure your organization’s progress.


The Center for Health, Work & Environment’s Health Risk Calculatorexternal icon is an educational tool that can help businesses and professionals learn about the association between employee health and workers’ compensation costs, and gain access to resources to improve employee health and safety at work. This tool can help organizations calculate how much they could save by investing in worker safety and health.

plan assessment

Developed by the Harvard T.H. Chan School of Public Health Center for Work, Health, and Well-being, this validated tool covers six core constructs central to best practices for protecting and promoting worker safety, health, and well-being. The Workplace Integrated Safety and Health (WISH) Assessmentexternal icon measures workplace policies, programs, and practices that focus on working conditions and organizational facilitators of worker safety, health, and well-being. These results can help stimulate conversations for assessing and planning policies, practices, and programs.

plan, evaluate

The Guidelines for Implementing an Integrated Approachexternal icon show organizations how to implement an integrated approach to worker safety, health, and well-being. Developed by the Harvard T.H. Chan School of Public Health Center for Work, Health, and Well-being with real-world examples, it demonstrates how to: Inspire key stakeholders to support and participate in an integrated approach; Identify goals and objectives for an integrated initiative; Implement policies and practices; Evaluate and improve efforts to enhance worker safety, health, and well-being; and more.


Developed by Harvard T.H. Chan School of Public Health Center for Work, Health, and Well-being in collaboration with Health Partners, this measurement tool offers a comprehensive approach to assessing, documenting, and discussing worksite health assets. Dimensions of Corporate Integrationexternal icon serves both as a guide and a critical information source, driving efforts to create programs that sustain and improve worker safety and health.


Worksite health promotion programs designed to improve worker health, such as those that help workers stop or reduce tobacco use, have traditionally focused on individual factors and not taken work-related exposures and hazards into account. Using Total Worker Health® Concepts to Enhance Workplace Tobacco Prevention and Control assist organizations in the development of other TWH approaches to address specific workplace issues.


Recently updated in 2019, the CDC Worksite Health ScoreCard is a tool designed to help employers assess their worksites to determine whether they have implemented evidence-based health promotion interventions or strategies. The tool allows employers to identify gaps in health, well-being and safety programs, and to prioritize high-impact strategies for worksite programs on a variety of health topics.


Developed in collaboration with leading researchers and industry experts on workplace health and well-being best practices, the HERO Scorecard V4.0external icon provides organizations with an instant assessment of how their workplace health and well-being program stacks up to others nationally. The scorecard can be used to identify opportunities for improvement and to evaluate progress over time.

plan assessment evaluate

The CPH-NEW Healthy Workplace Participatory Program 2.0external icon is an interactive assessment and step-by-step planning process that helps to create a new program or enhances and integrates existing programs. The program is divided into steps that allow organizations to effectively move through the planning, assessment, and evaluation process.


Developed by the CDC National Healthy Worksite Program in 2013 , the NHWP Health and Safety Climate Survey (INPUTS™)pdf icon is a short survey to assess employee perceptions of the work environment, working conditions and attitudes towards supervisors and coworkers for developing a healthy worksite culture.

plan, evaluate

YourWorkpath.comexternal icon is a website developed to provide individualized tools and comprehensive toolkits to help employers design a healthier and safer workplace. Resources include four Total Worker Health evidence-based toolkitsexternal icon that cover various organizations and industries, as well as both actionable and educational toolsexternal icon, to assist with planning and evaluation.

[1] Centers for Disease Control and Prevention Evaluation Framework (; University of Washington Office of Educational Assessment ( icon)
[2] Sorensen, G., McLellan, D., Dennerlein, J. T., Pronk, N. P., Allen, J. D., Boden, L. I., … & Wagner, G. R. (2013). Integration of health protection and health promotion: Rationale, indicators, and metrics. Journal of occupational and environmental medicine/American College of Occupational and Environmental Medicine, 55(12 0), S12