Internal — Service delivery playbook

Workright
by Opposite.

This playbook guides practitioners through the delivery of the Workright psychosocial risk management service. It covers every phase of the service model, the methods and tools used in each phase, compliance obligations across Victorian, South Australian, and Commonwealth legislation, and the structure of the living action plan that clients receive.

Version 1.0 — March 2026
Classification Internal use only. Not for client distribution.
Owner Opposite — Workright service lead
Jurisdictions covered Victoria, South Australia, Commonwealth
Contents
A Service overview and philosophy
B Regulatory landscape
C Living action plan guide
01 Scope and Context
02 Identify and Listen
03 Assess and Prioritise
04 Design and Implement
05 Embed and Sustain
R1 Service tier reference
R2 Artefact register
Section A

Service overview
and philosophy

Workright is Opposite's psychosocial risk management service. It is built on the premise that psychosocial risk lives in the design of work, not in the resilience of individuals, and that the only effective and legislatively compliant response is to identify and change the conditions of work that generate harm.

Core principles

Every practitioner delivering Workright should be able to articulate these four principles clearly, because they inform every methodological and judgement call made during delivery.

Principle 1 — Work design first
Psychosocial hazards are features of how work is organised, managed, and experienced. The primary targets of intervention are job demands, role clarity, management systems, work environment, and organisational conditions. Individual-level responses (EAP, resilience training) are supplementary supports, not controls. Across all three jurisdictions, the legislation is explicit that training and information cannot be the predominant control measure. We start with the hierarchy, not below it.
Principle 2 — Whole system thinking
Human factors methodology requires that we analyse how the elements of a work system interact to create hazards, not just which hazards are present. A hazard that appears manageable in isolation may become high-risk when it combines with another. The Workright survey is specifically designed to surface interaction effects for this reason. Do not interpret hazard data in isolation.
Principle 3 — Genuine consultation
Consultation is not a compliance formality. Workers who understand the real work are the most accurate source of hazard information, and controls designed with them are far more likely to be adopted and sustained. Tokenistic consultation, where workers are informed of decisions already made, does not satisfy legislative obligations in any jurisdiction and produces inferior controls. Every phase of Workright involves substantive worker participation, not endorsement of predetermined conclusions.
Principle 4 — Process compliance, not just outcome compliance
Regulators across all three jurisdictions look for evidence of systematic, ongoing effort, not just a risk register or a prevention plan. The living action plan Workright produces is the record of that effort. It is built across all five phases, not written retrospectively at the end. Practitioners should treat every entry in the action plan as a compliance record, because it is.

What Workright is not

Being clear about the service boundaries is as important as being clear about its scope. Workright is not a mental health service, an EAP, a therapeutic intervention, or a counselling program. It is a systematic work design and risk management process. When individual psychological harm is identified during delivery, practitioners should acknowledge it, note it in the action plan as evidence of the need for controls, and ensure the client is aware of their duty of care obligations, but should not attempt to address it therapeutically.

Workright is also not a legal service. Practitioners can advise on what the regulations require and help clients build compliant processes, but should not provide legal advice, respond to formal enforcement notices, or represent clients in regulatory proceedings. Where a matter escalates to that level, the client needs an OHS lawyer. Opposite's regulatory experience informs preparedness support, not legal representation.

Scope of this playbook

This playbook covers the delivery of all five phases of the Workright service across all three tiers (Essential, Standard, and Comprehensive). Where delivery differs by tier, this is noted explicitly. Template documents referenced in this playbook are held separately in the Workright artefact library and are not reproduced here. See the artefact register for the current list of available templates and their locations.

Section B

Regulatory
landscape

Workright operates across three legislative frameworks. Each has distinct requirements, though all share the same underlying structure: identify, assess, control, and review. Practitioners must be fluent in all three, because many clients will operate across more than one jurisdiction.

Important
This section provides a practitioner-level summary of legislative requirements. It is not legal advice. Where specific legal questions arise about a client's obligations or exposure, direct the client to an OHS lawyer. Opposite's regulatory experience informs delivery and preparedness support, not legal interpretation.

Victoria — OHS (Psychological Health) Regulations 2025

Commenced
1 December 2025. The Compliance Code takes effect on the same date. Compliance with the Code is not mandatory, but an employer who complies with it is taken to have complied with their duties under the Act and Regulations (safe harbour provision).
Core obligation
Identify psychosocial hazards, assess risks, eliminate or reduce risks so far as reasonably practicable, and review and revise controls. Identification must be data-informed. The process must be documented.
The training prohibition
Reg 5(3) is explicit: where a combination of controls is used, information, instruction, and training must not be the predominant measure. This is the most operationally significant provision in the Victorian framework. Training-only responses are non-compliant.
Consultation obligations
OHS Act s.35: duty to consult with employees. The Compliance Code requires consultation with HSRs during hazard identification and when developing controls. Consultation must be genuine and documented.
Review triggers
Reg 5(4): review and revise when new information becomes available, a psychological injury or hazard is reported, a notifiable incident occurs, controls are not adequately controlling risk, or on HSR request.
Note on prevention plans in Victoria
Mandatory prevention plans and reporting obligations were proposed in earlier drafts of the Victorian regulations but were removed from the final version. Prevention plans are not legally required. However, a documented plan aligned to the WorkSafe Victoria template is the clearest practical route to safe harbour under the Compliance Code, and is strongly recommended for clients with high-hazard work types (aggression, sexual harassment, bullying, high job demands, vicarious trauma). The Workright living action plan fulfils this function.

South Australia — WHS (Psychosocial Risks) Amendment Regulations 2023

Commenced
25 December 2023. Regulations 55A to 55D inserted into the Work Health and Safety Regulations 2012 (SA). The Managing Psychosocial Hazards at Work Code of Practice applies.
Core obligation — reg 55C
A PCBU must manage psychosocial risks in accordance with Chapter 3, Part 1 of the WHS Regulations. This imports the standard four-step risk management process (identify, assess, control, review) and the hierarchy of controls.
Assessment factors — reg 55D
When determining control measures, the PCBU must have regard to: duration, frequency and severity of exposure; how hazards may interact or combine; the design of work including job demands and tasks; systems of work including how work is managed, organised and supported; and environmental conditions. These factors map directly onto the Workright survey dimensions.
Consultation obligations
WHS Act ss.47 to 49: PCBUs must consult workers likely to be affected. Must consult workers with vulnerabilities. The Code of Practice is explicit that consultation is integral to all risk management steps, not a separate obligation.
Review obligations — reg 38
Review and revise control measures when: a control is not effectively minimising risk; before a change likely to give rise to new or different psychosocial risk; when new information becomes available; when a worker is harmed. Workers must be consulted during review.

Commonwealth — WHS Amendment (Managing Psychosocial Risks) Regulations 2022

Commenced
1 April 2023. Regulations 55A to 55D inserted into the Work Health and Safety Regulations 2011 (Cth). The Managing Psychosocial Hazards at Work Code of Practice 2024 applies. Relevant to Commonwealth employers and Comcare-regulated entities.
Core obligation — reg 55C
Identical structure to the SA model. PCBU must manage psychosocial risks in accordance with Chapter 3, Part 1, importing the hierarchy of controls via reg 36 and the four-step risk management process.
Comcare guidance
Comcare's guidance is clear that all four steps of the risk management process must be supported by consultation, and that PCBUs must consider whether existing consultation arrangements are appropriate for psychosocial risks. Workright's consultation architecture is designed to satisfy this requirement explicitly.

Jurisdiction comparison — key differences

Feature VIC SA CTH
Commenced Dec 2025 Dec 2023 Apr 2023
Training prohibition explicit Yes — reg 5(3) Via hierarchy Via hierarchy
Prevention plan required No (recommended) No (best practice) No (best practice)
Assessment factors specified Via Code Yes — reg 55D Yes — reg 55D
Safe harbour mechanism Yes — Compliance Code Code of Practice Code of Practice
Section C

The living
action plan

The living action plan is both the primary compliance artefact of the Workright engagement and the operational tool the client uses to maintain their psychosocial risk management system after the engagement ends. It is built progressively across all five phases. It is never written retrospectively.

Core principle
The action plan is not a final report. It is a living document that grows as the engagement progresses. Each phase adds specific entries that together constitute a systematic, documented process record. A regulator examining the action plan should be able to see exactly what was done, when, by whom, on what basis, and what comes next. This is the standard Workright holds itself to across all tiers.

Progressive structure

Action plan v0.1 — Phase 01 output

Opened in Phase 01. Contains the foundational context and scoping information that all subsequent entries build on.

  • Duty holder register — all relevant PCBUs, employees, contractors, and labour hire
  • Work type inventory — all job families and work types, mapped to sites and operational contexts
  • OHS maturity assessment outcome — foundation, developing, or established, with implications for Phase 05 design
  • Existing OHS system inventory — current policies, risk registers, consultation mechanisms, incident data
  • Known existing hazards — any psychosocial hazards already identified or reported prior to Phase 02
  • Identified gaps in current controls — what existing systems are not adequately addressing
  • Consultation plan — how workers and HSRs will be engaged throughout the engagement
Action plan v0.2 — Phase 02 output

Updated following survey deployment and qualitative engagement. Now contains the evidence of systematic, data-informed hazard identification and genuine worker consultation.

  • Confirmed hazard inventory — all hazards identified through survey and qualitative methods, consolidated
  • Survey findings summary — hazard profile with frequency, duration, impact, and interaction effect scores by cohort
  • Qualitative synthesis summary — key themes from focus groups, interviews, and observation
  • Consultation record — who was consulted, when, by which method, and what they contributed
  • HSR engagement log — specific record of HSR participation throughout Phase 02
Action plan v1.0 — Phase 03 output

Risk register built. Control direction and accountability assigned for each hazard. Control design column intentionally left open for co-design in Phase 04. This version is the primary compliance evidence for the assessment obligation.

  • Risk register — each hazard with: risk rating, hierarchy level, control direction, accountable owner, and target timeline
  • Assessment methodology note — how risks were rated, what scoring approach was used
  • High-risk cohort identification — which groups, roles, or work types face the highest risk exposure
  • Interaction effect analysis — where hazards compound each other, noted in the risk register
  • Existing control adequacy assessment — for each hazard, whether any existing controls are adequate, partial, or absent
  • Control design column — blank. To be completed in Phase 04 through co-design.
Action plan v2.0 — Phase 04 output

Control design column completed. The action plan now functions as a complete prevention plan, demonstrating systematic identification, rigorous assessment, genuine consultation, and co-designed implementation across the hierarchy of controls.

  • Control design record — for each hazard: what was co-designed, with whom, when, and through what process
  • Implementation record — what was implemented, when, and by whom
  • Hierarchy classification — confirmed hierarchy level for each implemented control
  • Co-design consultation record — documentation of worker participation in control design
  • Leader guidance record — what guidance was provided to leaders, when, and who participated
  • Artefact register — list of any artefacts designed and delivered (if applicable)
  • Effectiveness measurement plan — how each control's effectiveness will be measured and by when
Action plan Final — Phase 05 output

Finalised and transferred to the client as their own living document. Simultaneously the compliance record of the completed engagement and the operational tool for ongoing risk management. Must be self-sufficient — a new person picking it up should be able to understand the full history and know exactly what to do next.

  • Review framework — documented triggers, review frequency, accountabilities, and review protocol
  • Review schedule — specific dates or trigger conditions for the next review of each control
  • Metrics — leading and lagging indicators established for ongoing monitoring
  • Re-survey schedule — when the Workright survey will be re-run and by whom
  • Governance integration note — how the action plan connects to the organisation's existing OHS governance cycle
  • Escalation protocol — what to do if a notifiable incident occurs, a psychological injury is reported, or an HSR requests a review
  • Handover record — date of handover, to whom, and what capability transfer occurred

Compliance function of the action plan

The completed action plan would satisfy examination by a WorkSafe Victoria inspector, a SafeWork SA officer, or a Comcare inspector. Specifically, it provides documentary evidence of the following obligations across all three jurisdictions:

VIC — key obligations demonstrated
Reg 5: systematic identification (v0.2), documented assessment (v1.0), hierarchy-compliant controls with training not predominant (v2.0), review triggers documented (Final). OHS Act s.35: consultation records throughout.
SA — key obligations demonstrated
Reg 55C and 55D: identification, assessment considering the four reg 55D factors, hierarchy controls (all versions). Reg 38: review triggers and schedule (Final). WHS Act ss.47-49: consultation records throughout.
CTH — key obligations demonstrated
Reg 55A-55C: systematic identification and assessment (v0.2, v1.0). Reg 36 hierarchy: control classification (v2.0). Reg 38: review framework (Final). Consultation supported throughout and documented in records.
Phase 01

Scope and Context

A lean, fixed-scope engagement to understand the organisation before any hazard identification begins. The outputs of this phase shape everything downstream — the survey segmentation, the depth of qualitative work, and the design of Phase 05. Nothing in Workright should be done blind, and this phase ensures it is not.

Typical duration1 to 3 weeks
Primary methodsDocument review, stakeholder workshop, data analysis
Action plan outputv0.1 — opened
Tier variationLow — all tiers deliver the same core scope
Delivery guidance

Phase 01 is deliberately bounded. The risk is scope creep — it is tempting to begin informal hazard identification during scoping conversations. Resist this. Premature identification without a structured process produces incomplete, unrepresentative findings that can bias the Phase 02 survey and qualitative work. Document what you hear but do not treat it as Phase 02 data.

Step-by-step delivery

  1. 1
    Kick-off meeting with client sponsor
    Establish the scope of the engagement, the client's primary concerns, and the key contacts for each subsequent phase. Confirm the engagement purpose in writing. Identify the relevant jurisdictions. Brief the client sponsor on the five-phase process and what their organisation will need to contribute at each stage. Confirm whether HSRs exist and how they will be engaged.
  2. 2
    Duty holder mapping
    Identify all workers within scope: employees, contractors, labour hire, volunteers (where applicable), and any other persons at the workplace. Map the organisational structure and identify distinct work groups that may have different psychosocial risk profiles. This mapping directly determines the survey segmentation strategy developed at step 5.
  3. 3
    Existing systems review
    Request and review: current OHS/WHS policies and procedures; existing risk registers (including any psychosocial elements); incident and injury data (minimum three years where available); workers compensation claims data; HR metrics (turnover, absenteeism, grievance and complaint records); EAP usage data (de-identified); any prior psychosocial assessments or survey results; and existing HSR structures and consultation mechanisms. Identify gaps and conflicts between documented systems and what is described in the kick-off meeting.
  4. 4
    OHS maturity assessment
    Assess the client's current OHS/WHS system maturity against three levels: Foundational (little or no formal system), Developing (system exists but not mature), or Established (mature WHSMS). Use the maturity assessment template from the artefact library. This assessment directly determines the design of Phase 05. Document the outcome and implications in the action plan v0.1. Where maturity is Foundational, flag this early with the senior Opposite lead — the engagement scope and resourcing in Phase 05 will need to reflect the additional work required to build governance infrastructure.
  5. 5
    Survey segmentation strategy
    Based on the duty holder map and existing systems review, design the segmentation approach for the Phase 02 survey. Consider: work type or job family; site or location; tenure (less than 1 year, 1 to 3 years, more than 3 years); leadership level (individual contributor vs people leader); shift pattern or working arrangement (in-office, hybrid, remote, field-based, shift work). The goal is to enable group-level analysis that will be meaningful for Phase 03 risk assessment. Avoid over-segmenting — groups below 10 respondents make meaningful analysis difficult and create re-identification risk. Document the segmentation plan in the action plan v0.1.
  6. 6
    Consultation plan
    Design how workers and HSRs will be engaged throughout the engagement. This is not just a schedule — it is the mechanism that satisfies consultation obligations across all three jurisdictions. The plan should specify: who will be consulted at each phase; what method will be used (survey, focus group, interview, walkabout, HSR briefing); how workers with vulnerabilities will be identified and accommodated; and how consultation outcomes will be documented. Confirm the plan with the client sponsor and any existing HSRs before beginning Phase 02.
Methods and tools
Method
Stakeholder kick-off workshop
A structured 2 to 3 hour session with the client sponsor, HR lead, OHS manager (if applicable), and any other key stakeholders. Use the Phase 01 workshop guide from the artefact library. The session covers: engagement purpose, scope confirmation, data request, maturity assessment questions, and consultation planning.
  • Template: Phase 01 kick-off workshop guide
  • Output: Agreed scope, data request list, initial maturity assessment
Method
Document and data review
A structured review of existing organisational documents and data. Use the Phase 01 data review checklist from the artefact library to ensure completeness. Analyse HR metrics for patterns suggesting existing psychosocial hazards (elevated absenteeism, high turnover in specific teams, elevated grievance rates). Note these patterns but do not treat them as confirmed hazards until Phase 02.
  • Template: Phase 01 data review checklist
  • Output: Existing systems summary, HR data analysis, gap identification
Method
OHS maturity assessment
A structured assessment conducted during or after the kick-off workshop. Covers: governance and accountability, hazard identification processes, consultation mechanisms, incident management, and review systems. Produces a maturity rating and specific implications for Phase 05 design.
  • Template: OHS maturity assessment tool
  • Output: Maturity rating (Foundational / Developing / Established), Phase 05 design implications

Compliance — Phase 01
VIC summary
The Compliance Code requires that hazard identification is informed by existing data (HR metrics, incidents, complaints). Phase 01 systematically collects and reviews that data, establishing the precondition for compliant identification in Phase 02.
SA summary
Reg 55C and 55D require that risk management considers the design of work, systems of work, and environmental conditions. Phase 01 maps those factors before identification begins. The consultation plan established here satisfies the precondition for consultation obligations in ss.47 to 49.
CTH summary
The Code of Practice 2024 requires a systematic, documented process. Phase 01 establishes that system — scope, context, data sources, and consultation architecture — before hazard identification commences. Comcare expects consultation arrangements to be reviewed for adequacy; the consultation plan addresses this.
VIC
OHS (Psychological Health) Regulations 2025 — Reg 5(1)An employer must identify psychosocial hazards so far as reasonably practicable. The Compliance Code states that identification must be informed by existing information including HR data, incident records, and complaint data. Phase 01 satisfies the data collection precondition for this obligation.
VIC
OHS Act 2004 — s.35Duty to consult with employees on matters that affect their health, safety, and welfare. The consultation plan developed in Phase 01 is the mechanism that gives this obligation operational effect throughout the engagement.
SA
WHS Regulations 2012 (SA) — reg 55CA PCBU must manage psychosocial risks in accordance with Chapter 3, Part 1. The scoping work in Phase 01 establishes the work system context that reg 55D requires to be considered when determining controls: design of work, job demands, systems of work, how work is managed and organised, and environmental conditions.
SA
WHS Act 2012 (SA) — ss.47 to 49Duty to consult workers who are likely to be affected by a matter relating to work health and safety. The consultation plan developed here ensures this obligation is given effect throughout the engagement and is appropriately documented.
CTH
WHS Regulations 2011 (Cth) — reg 55A to 55CA PCBU must identify all reasonably foreseeable psychosocial hazards. The Code of Practice requires a systematic, documented process. Phase 01 establishes that process framework before identification begins.
CTH
Comcare guidance — consultation adequacyComcare's guidance requires PCBUs to consider whether existing consultation arrangements are appropriate and adequate for psychosocial risks. The consultation plan review and development in Phase 01 directly addresses this expectation.

Phase 01 practitioner checklist
  • Kick-off meeting held and scope confirmed in writing
  • All duty holders identified and mapped across work types and sites
  • Existing OHS/WHS policies, risk registers, and incident data reviewed
  • HR metrics reviewed (turnover, absenteeism, grievances, EAP usage)
  • OHS maturity assessment completed and outcome recorded
  • Phase 05 design implications documented based on maturity outcome
  • HSR structures identified and engagement approach confirmed
  • Survey segmentation strategy designed and documented
  • Consultation plan completed and agreed with client
  • Action plan v0.1 opened with all required entries completed
  • Scoping report drafted and reviewed with client sponsor
Phase 02

Identify and Listen

Hazard identification through two complementary approaches. The Workright survey leads, providing a quantitative hazard profile rated by frequency, duration, impact, and interaction effects. Structured qualitative engagement follows, adding the human picture that no survey alone can provide. The sequence matters: the survey tells us where to look; the qualitative work tells us what we are seeing.

Typical duration3 to 6 weeks
Primary methodsWorkright hazard survey, focus groups, interviews, observation, HSR engagement
Action plan outputv0.2 — hazards confirmed
Tier variationHigh — qualitative depth scales significantly by tier
Sequencing is critical
Do not begin qualitative engagement before survey results are available. Conducting focus groups before the survey produces biased survey data (workers prime each other on what hazards to report) and wastes qualitative time on topics the survey would have flagged automatically. The survey should close, results processed, and at least an initial findings summary prepared before qualitative sessions begin. Use the survey data to structure and focus the qualitative questions — it is the agenda, not an afterthought.

Step-by-step delivery

  1. 1
    Survey preparation and launch
    Configure the Workright hazard survey using the segmentation strategy from Phase 01. Prepare a client communication explaining the survey purpose, confirming anonymity arrangements, and encouraging participation. The communication should come from a senior leader, not from Opposite — this signals organisational commitment and increases participation rates. Launch the survey with a two-week response window minimum. Monitor participation rates by segment and send a reminder at the midpoint if any segment is below 60%.
  2. 2
    Survey analysis and initial findings
    Process survey results on close. Calculate hazard scores for each dimension (frequency, duration, impact) and the composite risk score. Run interaction effect analysis — identify pairs and clusters of hazards that co-occur at elevated levels in the same cohorts. Produce group-level breakdowns by the agreed segmentation variables. Flag any individual responses that indicate acute psychological distress and ensure the client has appropriate support channels in place. Note: individual response data must never be shared with the client. Only aggregate group-level data is reportable.
  3. 3
    Qualitative design using survey outputs
    Use the survey findings to design the qualitative engagement. For each high-scoring hazard or hazard cluster, prepare two to three probing questions that explore the organisational and work design causes behind the score. Do not ask workers to rate hazards again — the survey has done that. Ask them to help you understand why those hazards exist, how they experience them in practice, and what conditions would need to change for the work to be safer. This focus on causes rather than symptoms is what makes the qualitative data actionable.
  4. 4
    Focus groups
    Conduct focus groups segmented by work type or role, not by leadership level. Groups should be 6 to 10 participants. Do not mix individual contributors with people leaders — it suppresses honest disclosure. Use a skilled facilitator who can hold a psychologically safe environment. Record sessions (with consent) for analysis accuracy. At minimum one HSR should be invited to participate in or observe each round of focus groups. Document who participated, when, and the key themes emerging.
  5. 5
    Individual interviews (Standard and Comprehensive tiers)
    Conduct individual interviews for: high-risk cohorts identified in the survey (elevated scores relative to other groups); workers in roles with inherent vulnerability (isolated workers, workers regularly exposed to aggression or vicarious trauma, workers with accessibility needs); and anyone who requests an individual conversation rather than a group session. Interviews should be semi-structured, 45 to 60 minutes, and conducted with full confidentiality assured. Individual interview data is incorporated into the thematic synthesis but the individual is never identified in reports.
  6. 6
    Workplace observation (Comprehensive tier, or where warranted)
    For organisations where physical work environment, isolated work, shift work, or operational complexity is a significant factor, structured workplace observation adds a dimension that both survey and interview cannot capture. Use the observation guide from the artefact library. Focus on: physical environment and ergonomic conditions; how work is actually organised versus how it is documented; informal social and team dynamics; evidence of workload pressure, interruptions, or unclear role boundaries in practice. Observation findings are qualitative field notes, not measurements.
  7. 7
    HSR engagement and briefing
    Hold a dedicated briefing for all HSRs at the conclusion of Phase 02 qualitative work. Present a summary of findings and invite their feedback and additions. HSRs often hold institutional knowledge about hazards that have been present for a long time but are no longer being formally reported. Their input at this stage frequently adds important context to the survey and focus group data. Document all HSR engagement in the consultation record.
  8. 8
    Qualitative synthesis and consolidated hazard inventory
    Synthesise survey findings and qualitative data into a consolidated hazard inventory. For each hazard: confirm its presence based on survey data; describe its character and organisational causes based on qualitative data; note whether it is concentrated in specific cohorts; and flag any interaction effects identified in the survey. This inventory is the primary input to Phase 03 risk assessment.
Survey dimensions and regulatory alignment
Survey design rationale
The Workright survey is specifically designed to capture the four dimensions that SA regulation 55D and the Commonwealth Code of Practice require to be considered when determining controls: frequency of exposure, duration of exposure, severity of impact, and how hazards interact or combine. This means the survey output is not just analytically useful — it constitutes direct evidence that the regulatory assessment requirements have been met. Ensure this connection is explicit in the survey findings report produced for the action plan.

Compliance — Phase 02
VIC summary
Reg 5(1): identification must be data-informed. Survey satisfies this. OHS Act s.35 and Compliance Code: consultation with employees and HSRs during identification. Focus groups, interviews, and HSR briefings satisfy this obligation. Consultation must be documented.
SA summary
Reg 55C: identify psychosocial hazards. Reg 55D: survey captures all four required assessment factors. WHS Act ss.47-49: consultation with affected workers and those with vulnerabilities. All qualitative methods and the HSR engagement satisfy this. Documentation is essential.
CTH summary
Reg 55A-55C: identify all reasonably foreseeable hazards via a systematic process. Mixed methods approach (survey plus qualitative) satisfies the systematic requirement. Workers must have a genuine opportunity to express views — the qualitative program provides this. All consultation documented.
VIC
OHS (Psychological Health) Regulations 2025 — Reg 5(1)Identify psychosocial hazards so far as reasonably practicable. The Compliance Code requires identification to be informed by existing data and by worker input. The survey satisfies the data requirement. The qualitative engagement satisfies the worker input requirement.
VIC
OHS Act 2004 — s.35, and Compliance CodeConsult with employees and HSRs during hazard identification. The Code specifies that consultation must occur when identifying hazards and developing controls. Focus groups, interviews, and HSR briefings satisfy this requirement. Consultation must be genuine — workers must have a real opportunity to contribute, not merely be informed.
SA
WHS Regulations 2012 (SA) — reg 55C and 55D(2)Identify psychosocial hazards and, when determining controls, consider: duration, frequency and severity of exposure; how hazards may interact or combine; design of work including job demands; systems of work including how work is managed, organised and supported. The Workright survey is specifically designed to capture all four of these dimensions. This is the most operationally significant regulatory alignment point in Phase 02.
SA
WHS Act 2012 (SA) — ss.47 to 49Must consult workers who are likely to be affected and workers with vulnerabilities. The qualitative engagement program, including individual interviews for high-risk and vulnerable cohorts, satisfies this obligation. Consultation records must document who was consulted, when, and through what mechanism.
CTH
WHS Regulations 2011 (Cth) — reg 55A to 55CIdentify all reasonably foreseeable psychosocial hazards. The Code of Practice requires a systematic process. The combination of validated survey and structured qualitative engagement is the most robust systematic approach available and substantially exceeds the regulatory minimum.
CTH
Comcare guidance — genuine consultationWorkers must have a reasonable opportunity to raise issues, express views, and contribute to decisions about work health and safety. The qualitative program provides this opportunity. Comcare distinguishes between genuine consultation and information provision — the distinction is that workers in genuine consultation can influence the outcome. Focus groups and interviews satisfy this; email updates do not.

Phase 02 practitioner checklist
  • Survey configured using Phase 01 segmentation strategy
  • Client communication drafted, approved by sponsor, distributed to all workers
  • Survey response rate monitored; reminder sent if any segment below 60%
  • Survey closed and results processed — hazard scores, interaction effects, group breakdowns
  • Initial findings summary prepared before qualitative work begins
  • Qualitative questions designed using survey findings as the agenda
  • Focus groups conducted — mixed work types, leaders separated, HSR participation
  • Individual interviews conducted for high-risk and vulnerable cohorts (Standard and Comprehensive)
  • Workplace observation conducted where warranted (Comprehensive)
  • HSR briefing held and input documented
  • Qualitative synthesis completed — themes and organisational causes identified
  • Consolidated hazard inventory produced — survey plus qualitative, merged
  • Consultation record completed — all sessions documented with participant counts and key themes
  • Action plan v0.2 updated with hazard inventory and consultation records
  • Survey findings report drafted for client
Phase 03

Assess and Prioritise

The hazard inventory from Phase 02 is transformed into a defensible risk assessment with a clear, hierarchy-mapped action agenda. The critical discipline in this phase is maintaining the distinction between control direction (determined here) and control design (determined in Phase 04 through co-design). The action plan at the end of this phase is intentionally incomplete in one specific column — and that incompleteness is by design.

Typical duration2 to 4 weeks
Primary methodsRisk assessment workshop, scoring and ranking, stakeholder validation
Action plan outputv1.0 — risk register built
Tier variationModerate — depth of analysis scales; methodology consistent across tiers
Do not pre-design controls in Phase 03
The risk register at the end of Phase 03 should specify the hierarchy level and control direction for each hazard, not a specific designed control. Entering specific control designs in Phase 03 — even provisionally — risks the co-design process in Phase 04 becoming a validation exercise rather than genuine design participation. Workers who are shown a completed solution and asked for feedback are not co-designers. The control design column must remain open until Phase 04.

Risk assessment methodology

The Workright risk assessment uses the survey dimensions as its primary data source. Each hazard is assessed on three dimensions drawn directly from the survey: frequency of exposure, duration of exposure, and impact on psychological health and safety. A composite risk score is calculated for each hazard and used to produce the risk ranking.

Interaction effects identified in the survey are treated as risk multipliers — where two or more hazards co-occur at elevated levels in the same cohort, the composite risk for those hazards is adjusted upward to reflect the amplification effect. This is the element most commonly absent from competitor risk assessments, and it is where Opposite's organisational psychology expertise is most directly applied.

Hierarchy of controls — application to psychosocial risks

Level 1 — Elimination
Remove the hazard entirely. In psychosocial risk, this typically means eliminating the job design condition that generates the hazard — for example, eliminating unrealistic workload demands by redistributing tasks or increasing resource allocation. Elimination is often partially achievable where full elimination is not.
Level 2 — Substitution and redesign
Change the design of the work, management system, or environment to reduce the hazard to its lowest practicable level. This is the primary level at which Workright operates. Examples: redesigning roles to improve clarity and decision latitude, restructuring team management practices, changing how work is scheduled and allocated.
Level 3 — Engineering and administrative controls
Systems, processes, and procedures that reduce exposure. Examples: psychosocial hazard reporting systems, workload monitoring processes, escalation protocols, supervision structures. These address how work is managed rather than how it is designed.
Level 4 — Training and information (last resort)
Information, instruction, and training to reduce exposure or improve worker capability to manage hazards. This is the last control deployed and must not be the predominant measure in Victoria. Training and EAP referral without structural controls are non-compliant responses to identified hazards.

Step-by-step delivery

  1. 1
    Score and rank hazards
    Using the survey data and qualitative synthesis, calculate a composite risk score for each hazard. Apply the interaction effect adjustment for hazard clusters. Rank hazards by composite risk score. Identify the top-risk cohorts, roles, and work groups. Use the risk scoring template from the artefact library to ensure consistency and documentation of the methodology.
  2. 2
    Assess existing control adequacy
    For each hazard, assess whether any existing controls are in place and, if so, whether they are adequate (fully controlling risk), partial (reducing but not adequately controlling risk), or absent. Document this in the risk register. This is a significant compliance step — it demonstrates that the assessment took account of existing measures, not just raw hazard presence.
  3. 3
    Assign hierarchy level and control direction
    For each hazard, assign the appropriate hierarchy level (1 to 4) and a control direction — a brief statement of what type of change is required, without specifying the designed control. Examples of control directions: "work redesign — workload distribution and task allocation," "management systems — how performance expectations are communicated and reviewed," "environment — physical workspace and isolated work supports." This is the specification the Phase 04 co-design process works from.
  4. 4
    Assign accountability and timelines
    For each hazard, assign an accountable owner (a specific role, not a team) and a target timeline for control implementation. Quick wins — hazards where control direction is clear and implementation is straightforward — should have timelines within 30 to 60 days of Phase 04 commencement. Systemic hazards requiring significant work redesign may have timelines of 3 to 6 months. Timelines must be realistic and agreed with the client before being entered in the action plan.
  5. 5
    Validation with workers and HSRs
    Present the draft risk assessment findings and priorities to a representative worker group and the relevant HSRs. This is not a sign-off exercise — it is a genuine consultation step. Workers may identify hazards the survey and qualitative methods did not capture, or may disagree with the priority ranking based on their experience of the work. Any material changes to the risk register following this consultation must be documented. This step satisfies the consultation obligation prior to control implementation across all three jurisdictions.
  6. 6
    Brief leadership on findings and priorities
    Present the risk assessment to the client sponsor and relevant leadership. Ensure leadership understands: what the priority hazards are; what hierarchy level of response is required; what accountability they hold; and what the co-design process in Phase 04 will involve. Leadership engagement at this stage is essential because many of the control directions will require leadership behaviour change, not just policy revision.

Compliance — Phase 03
VIC summary
Reg 5(1) and (2): assess risks and direct greater focus on hazards with higher severity or frequency. Documented methodology and risk register satisfy the assessment obligation. Hierarchy classification establishes what type of control must follow in Phase 04.
SA summary
Reg 55D(2): assessment must consider duration, frequency, severity, and interaction effects. Survey scores and interaction analysis directly satisfy this. Hierarchy mapping in the risk register establishes the control framework before co-design begins.
CTH summary
Reg 36 hierarchy applies via reg 55C. Code of Practice requires documented assessment. Risk register with hierarchy levels is the compliance evidence that proper assessment preceded control implementation. Workers consulted on findings before implementation — satisfies consultation obligation.
VIC
OHS (Psychological Health) Regulations 2025 — Reg 5(1) and (2)Assess risks and direct greater focus to hazards with higher severity or more frequent exposure. The risk scoring and ranking methodology in Phase 03 satisfies this, provided it is documented. The methodology note in the action plan v1.0 is the evidence of a systematic assessment process.
SA
WHS Regulations 2012 (SA) — reg 55D(2)When determining controls, must have regard to: duration, frequency and severity of exposure; how hazards may interact or combine; design of work including job demands; systems of work. The survey dimensions map directly to these four factors. The risk assessment report must make this connection explicit to constitute compliant documentation of the assessment step.
CTH
WHS Regulations 2011 (Cth) — reg 36 (via reg 55C)The hierarchy of controls applies to psychosocial risks. The hierarchy classification in the risk register constitutes the documented evidence that a hierarchy-respecting assessment has been conducted before control implementation begins in Phase 04. This is an important compliance sequence — assessment, then hierarchy classification, then co-design, then implementation.
VIC
OHS Act 2004 — s.35, Compliance CodeConsultation must occur when assessing risks and before developing controls. The worker and HSR validation session in Phase 03 step 5 satisfies this obligation. It must be documented: who participated, when, what was discussed, and what (if any) changes resulted.

Phase 03 practitioner checklist
  • Hazard scores calculated from survey data — frequency, duration, impact, composite
  • Interaction effect adjustments applied to co-occurring hazard clusters
  • Hazards ranked by composite risk score
  • High-risk cohorts, roles, and work groups identified
  • Existing control adequacy assessed for each hazard
  • Hierarchy level assigned to each hazard
  • Control direction specified for each hazard (not control design)
  • Accountable owner and target timeline agreed for each hazard
  • Risk assessment methodology documented
  • Worker and HSR validation session conducted and documented
  • Leadership briefing on findings and Phase 04 process completed
  • Action plan v1.0 completed — risk register with hierarchy levels, directions, owners, timelines. Control design column blank.
  • Risk assessment report drafted for client
Phase 04

Design and Implement

Controls are co-designed and implemented. The Phase 03 risk register provides the agenda — what types of controls are needed and who owns them. Workers and leaders contribute the design. Opposite facilitates the process and provides expertise in work design, organisational systems, and where required, artefact design. This is the phase where the hierarchy of controls is given effect.

Typical duration6 to 12 weeks
Primary methodsCo-design workshops, leader guidance sessions, implementation support, artefact design (optional)
Action plan outputv2.0 — complete prevention plan
Tier variationHigh — number of workshops, leader guidance depth, and artefact design all scale by tier
Co-design is not a consultation step bolted onto a decision already made
Genuine co-design means workers have real influence over what the control looks like, not just whether they endorse it. The Phase 03 risk register establishes the direction and hierarchy level. Everything else — the specific design of the control, how it will be implemented, what it will feel like to use — is determined in Phase 04 with the workers and leaders it will affect. If the control arrives in the co-design workshop already fully specified, the workshop is not co-design. It is change management for a decision already made, which is both a missed opportunity and a potential compliance risk under the consultation obligations.

Step-by-step delivery

  1. 1
    Co-design workshop design
    Group the risk register items into co-design clusters — typically by control direction type (work redesign, management systems, environment, reporting mechanisms). Design one co-design session per cluster, each involving the workers and people leaders who own that part of the work system. Sessions should be 2 to 3 hours. Participants should include both workers affected by the hazard and the leader or manager accountable for the control. HSR participation is strongly recommended.
  2. 2
    Co-design workshops
    Open each session by presenting the relevant hazard and control direction from the risk register. Explain why this hazard requires a control at this level of the hierarchy. Then facilitate the design process: what does this look like in practice in our work? What would need to change? What would a good outcome feel like? What could get in the way? Use design thinking methods — diverge before you converge. Produce a documented design output from each session: what was decided, what the control will look like, who will implement it, and what the success indicators are.
  3. 3
    Leader guidance sessions
    The most common reason psychosocial controls fail after implementation is that the managers responsible for them lack the capability, confidence, or insight to sustain changed behaviour. Leader guidance sessions are targeted practical sessions — not generic management training — that equip the specific people accountable for specific controls with what they need to implement and maintain them. Sessions should address: what the control requires of them in practice; how to introduce changes to their teams; how to monitor whether the control is working; and who to escalate to if problems arise. These sessions are tied directly to the control implementation plan, not a standalone development program.
  4. 4
    Implementation support
    Support the client through the implementation of co-designed controls. This is not Opposite implementing controls on behalf of the client — the accountability stays with the client. Opposite's role is to review implementation progress, identify where controls are not being implemented as designed, surface barriers early, and help the client problem-solve. Schedule a mid-implementation check-in for each control cluster, typically 3 to 4 weeks after the co-design session.
  5. 5
    Artefact design (optional)
    Where the co-design process produces controls that require physical or digital artefacts to be effective — manager guides, hazard reporting tools, role clarity frameworks, visual job aids, onboarding materials — Opposite can design these as an optional add-on. The design brief for each artefact must come from the co-design workshop output, not from Opposite's assumptions about what is needed. Use the artefact design process from the artefact library. Note: bespoke artefact design is time-intensive and should be scoped and priced separately. Ensure the client understands this is an optional addition before proceeding.
  6. 6
    Training and information resources (supplementary)
    Training and information are deployed last, as supplementary controls to the structural and systems changes already in place. In Victoria, training must not be the predominant measure. In practice this means: structural controls are designed and implementation has begun before training is delivered. Training and information should support workers in using the new controls, understanding their rights and the reporting mechanisms, and knowing what support is available. Do not deploy training to address hazards for which no structural control has been designed — this is non-compliant in Victoria and is inadequate practice in all jurisdictions.

Compliance — Phase 04
VIC summary
Reg 5(3): eliminate or reduce risk by altering management, systems, or work design. Training must not be predominant. Co-design process ensures consultation precedes implementation. Prevention plan: the action plan v2.0 constitutes the prevention plan for Compliance Code safe harbour purposes.
SA summary
Reg 55C and 55D: implement controls via hierarchy of controls. Must consult workers on proposed controls before implementation. Co-design is the consultation mechanism and the design process simultaneously — it satisfies the obligation and produces better controls.
CTH summary
Reg 36 via reg 55C. Code of Practice: systematic, documented implementation required. Co-design consultation records and the completed action plan v2.0 constitute the evidence of compliant, hierarchy-respecting implementation with genuine worker participation.
VIC
OHS (Psychological Health) Regulations 2025 — Reg 5(3)Eliminate or reduce the risk of psychological harm so far as reasonably practicable by altering the management of work, systems of work, the design of work, or the working environment. Where a combination of measures is used, information, instruction or training must not be the predominant measure. The co-design process directly implements this obligation — controls are work design, systems, and management changes, with training deployed last.
VIC
Compliance Code — prevention plansWhile not mandatory, the Compliance Code states that in many cases, development of prevention plans through consultation will be an effective tool. The action plan v2.0 functions as a prevention plan that substantially meets the WorkSafe Victoria template requirements and provides the strongest available evidence of compliant practice. For clients with high-scrutiny hazards (aggression, sexual harassment, bullying, high job demands, vicarious trauma), explicitly align the action plan to the WorkSafe template.
SA
WHS Regulations 2012 (SA) — reg 55C and 55DImplement control measures in accordance with the hierarchy of controls as set out in Chapter 3, Part 1. Must consult workers on proposed controls before implementation — reg 55D and WHS Act ss.47 to 49. The co-design process satisfies both requirements simultaneously: workers participate in the design of controls before they are implemented.
CTH
WHS Regulations 2011 (Cth) — reg 36 (via reg 55C)Apply the hierarchy of controls. The hierarchy classification from Phase 03 must be reflected in what is actually implemented in Phase 04. If a higher-level control (elimination or redesign) was identified as appropriate but a lower-level control (training) is implemented instead, this constitutes a departure from the hierarchy that needs to be documented and justified by reference to reasonable practicability.

Phase 04 practitioner checklist
  • Co-design sessions planned — clustered by control direction, participants confirmed
  • All co-design sessions facilitated — design outputs documented for each
  • Co-design consultation records completed — who, when, what was designed
  • Control implementation plan completed — each control with owner, timeline, success indicators
  • Leader guidance sessions conducted for each accountable leader
  • Mid-implementation check-ins completed for each control cluster
  • Structural and systems controls in place before training is deployed
  • Training and information deployed as supplementary — not predominant (VIC critical)
  • Artefact design brief confirmed if optional add-on was engaged (scope and price documented)
  • Action plan v2.0 completed — control design column filled for all hazards
  • Action plan reviewed against WorkSafe VIC prevention plan template for high-scrutiny hazards
  • Implementation progress reported to client sponsor
Phase 05

Embed and Sustain

Build the systems, capability, and governance to keep the risk management cycle genuinely alive after the engagement ends. Phase 05 is explicitly designed around the OHS maturity level identified in Phase 01. The action plan is handed over as a living tool. The goal is an organisation that can maintain its psychosocial risk management system without Opposite — not one that needs us indefinitely.

Typical duration3 to 6 weeks
Primary methodsCapability sessions, governance integration, review framework design, handover
Action plan outputFinal — self-sustaining, handed to client
Tier variationVery high — three distinct delivery paths based on maturity level

Three delivery paths — determined in Phase 01

Foundational path
Build the foundations
The organisation has little or no formal OHS system. Phase 05 must establish governance infrastructure before integration is possible. Opposite plays a larger role here than in other paths. Advisory retainer is strongly recommended for the first 12 months. The action plan is the primary and possibly only formal compliance document the organisation has.
Developing path
Integrate and upgrade
An OHS system exists but is not mature. Phase 05 adapts and upgrades existing processes to accommodate psychosocial risk management. The goal is integration, not duplication. Existing governance structures are modified to include psychosocial risk review. Retainer for the first annual review cycle is recommended.
Established path
Embed and hand over
A mature WHSMS exists. Phase 05 is primarily an integration and handover exercise. Psychosocial risk review is embedded into existing governance cycles. Documentation, review protocol, and metrics are designed to slot into what already exists. Light-touch advisory thereafter.

Step-by-step delivery

  1. 1
    Review framework design
    Design the review framework appropriate to the organisation's maturity path. The framework must specify: review triggers (mandatory and recommended); review frequency (minimum annual, with trigger-based reviews in between); who is accountable for initiating and conducting reviews; what the review process involves; and how review outcomes are documented in the action plan. Use the review framework template from the artefact library as the starting point, then customise to the organisation's governance context.
  2. 2
    Governance integration
    Connect the review framework to the organisation's existing governance structures: OHS committee meeting cycles, board or executive risk reporting, HR reporting cadences, or management review processes. For Foundational path clients, this may involve establishing these structures before integration is possible. For Established path clients, it is a documentation and process adjustment exercise. The goal is that psychosocial risk review becomes a standing agenda item, not a special project triggered only by incidents.
  3. 3
    Metrics and monitoring
    Establish a set of leading and lagging indicators for ongoing monitoring between formal review cycles. Lagging indicators: psychological injury claims, incident reports, near-miss reports, absenteeism data, EAP usage, grievance rates. Leading indicators: survey scores (from re-run), manager capability assessment outcomes, control implementation progress, consultation mechanism usage rates. The distinction between leading and lagging is important to communicate to the client — lagging indicators measure what has already happened; leading indicators signal emerging risk before harm occurs.
  4. 4
    Capability program delivery
    Design and deliver a capability program for the internal staff responsible for maintaining the psychosocial risk management system after the engagement ends. At minimum this should cover: HR and OHS leads on how to maintain and update the risk register and action plan; people leaders on their ongoing obligations under the control implementation plan; and all staff on the reporting mechanisms and their right to raise psychosocial hazard concerns. Capability sessions should be practical and role-specific, not generic awareness training. Use the capability program design guide from the artefact library.
  5. 5
    Re-survey protocol
    Design the annual re-survey protocol, specifying: when the Workright survey will be re-run (recommended 12 months from Phase 02 survey close); who will manage the re-run; how the re-run findings will be compared to the baseline; and what the process is for updating the risk register and action plan based on re-run findings. The re-survey is the primary mechanism for demonstrating ongoing systematic effort to a regulator and for ensuring the action plan remains a current, accurate document.
  6. 6
    Regulatory preparedness support (Tier 3)
    For Tier 3 clients, provide regulatory preparedness support as part of the ongoing advisory retainer. This means: ensuring the action plan and supporting documentation are inspection-ready at all times; preparing the client for what an inspector from WorkSafe Victoria, SafeWork SA, or Comcare is likely to examine; advising on how to articulate what was done and why it was reasonably practicable; and being available for a supporting role during any inspector visit. Opposite staff with direct regulatory experience should be the primary contact for this element. Note the boundary: Opposite provides operational preparedness support informed by regulatory experience. Legal advice on enforcement, improvement notices, or formal proceedings must be directed to an OHS lawyer.
  7. 7
    Action plan finalisation and handover
    Finalise the action plan as the organisation's own living document. Conduct a formal handover session with the client's accountable lead (typically the HR director, OHS manager, or equivalent). Walk through the complete action plan, ensure they can navigate and update it, and confirm they understand the review triggers and governance integration. The handover session is documented in the action plan as the final entry of the engagement. From this point, the action plan belongs to the client.

Compliance — Phase 05
VIC summary
Reg 5(4): review and revise when new information arises, psychological injury is reported, notifiable incident occurs, controls are not working, or on HSR request. Review triggers in the framework satisfy this obligation. Workers must be consulted during review — consultation architecture embedded in framework.
SA summary
Ch. 3 Pt. 1 via reg 55C, reg 38: review and revise before changes likely to create new risks, and when controls are not effective. Both triggers must be documented in the review framework. Re-survey protocol satisfies the ongoing review obligation.
CTH summary
Reg 38 via reg 55C. Review when controls are not effectively controlling risk or before change creating new risks. Workers must be consulted during review. Re-survey and the governance integration both demonstrate ongoing, systematic review effort to Comcare.
VIC
OHS (Psychological Health) Regulations 2025 — Reg 5(4)Must review and revise control measures when: new information about a psychosocial hazard or its associated risk becomes available; a psychological injury, illness or condition is reported; a notifiable incident occurs; the controls are not adequately controlling the risk; or on reasonable request by a health and safety representative. All five triggers must be explicitly addressed in the review framework.
SA
WHS Regulations 2012 (SA) — reg 38 (via reg 55C)Review and revise control measures: before implementing a change at the workplace that is likely to give rise to a new or different psychosocial risk; when a control measure is not effectively minimising the risk; after a relevant incident; when new information about a hazard becomes available; when the result of consultation indicates a review is necessary. The review framework must address all of these triggers.
CTH
WHS Regulations 2011 (Cth) — reg 38 (via reg 55C)Same structure as the SA model. Review when: controls are not effective; before a change creating new risks; after a relevant incident; when new hazard information is available. Comcare expects that consultation with workers occurs during the review process — the re-survey protocol is the primary mechanism for this.
VIC
OHS Act 2004 — s.35 (ongoing consultation)The duty to consult is ongoing, not limited to the initial engagement. The governance integration and re-survey protocol must preserve worker participation mechanisms. An OHS committee or equivalent that includes worker representatives satisfies this for Established path clients. For Foundational and Developing path clients, the consultation architecture built into the review framework is the primary mechanism.

Phase 05 practitioner checklist
  • Maturity path confirmed (Foundational / Developing / Established) from Phase 01
  • Review framework designed — triggers, frequency, accountability, process
  • All five statutory review triggers addressed in the framework across relevant jurisdictions
  • Governance integration completed — psychosocial review embedded in existing cycles
  • Leading and lagging indicators established and documented
  • Capability sessions delivered for HR leads, OHS managers, and people leaders
  • Re-survey protocol documented — date, responsibility, comparison methodology
  • Regulatory preparedness support delivered and scope confirmed (Tier 3)
  • Advisory retainer scope and structure confirmed (Tier 2 first review cycle, Tier 3 ongoing)
  • Action plan finalised — all required entries complete, self-sustaining
  • Formal handover session conducted and documented in action plan
  • Client able to navigate, update, and maintain the action plan independently
  • Reference R1

    Service tier
    reference

    All three tiers complete all five phases. Tier differentiation is in depth, not coverage. Use this reference to set expectations with clients, scope engagements accurately, and understand what is and is not included by default in each tier.

    Phase delivery by tier
    Phase Tier 1 — Essential Tier 2 — Standard Tier 3 — Comprehensive
    01 Scope and Context Half-day workshop or document review. Lean maturity assessment. Full workshop plus document review. Full maturity assessment with recommendations. Deep scoping across all sites and work types. Full data audit. Executive briefing on obligations.
    02 Identify and Listen Full survey plus one focus group. HSR briefing. Full survey plus multiple focus groups and individual interviews for high-risk cohorts. Dedicated HSR partnership. Survey across all cohorts. Extensive qualitative program including observation. Dedicated HSR engagement program.
    03 Assess and Prioritise Desk-based risk assessment. Risk register with hierarchy levels and owners. Full risk assessment with interaction analysis. Risk findings presented to leadership. Full interaction analysis. Systems map (v2 survey). Board or executive risk presentation.
    04 Design and Implement One co-design workshop. Customised manager guide (template-based). Basic leader guidance. Multiple co-design workshops. Leader guidance program. Optional bespoke artefacts. Extensive co-design program. Sustained leader guidance. Optional full artefact suite.
    05 Embed and Sustain Review framework. Handover session. Annual re-survey option. Maturity-path integration. Capability program. Review framework with governance. Retainer for first review cycle. Full integration. Capability program. Ongoing advisory retainer. Regulatory preparedness. Annual re-survey.
    Tier 1 as a pilot
    For large organisations using Tier 1 as a pilot in a specific cohort or business unit, all outputs from Phases 01 and 02 are structured to be directly portable into a Tier 2 or 3 enterprise engagement. The scoping report, survey findings, and action plan v0.2 become the foundation of the expanded program. Ensure the client understands this from the outset and that the segmentation and documentation in Phase 01 is designed with enterprise portability in mind.
    Reference R2

    Artefact
    register

    This register lists all artefacts and templates referenced in this playbook. Templates are held in the Workright artefact library and are not reproduced here. Where a template is listed as "to be developed," it does not yet exist and must be created before the relevant phase can be delivered.

    Phase 01 artefacts
    Artefact Purpose Status
    Phase 01 kick-off workshop guideStructured agenda and question set for the scoping workshopTo be developed
    Phase 01 data review checklistStructured checklist for the existing systems and data reviewTo be developed
    OHS maturity assessment toolStructured assessment producing a maturity rating and Phase 05 implicationsTo be developed
    Phase 02 artefacts
    Artefact Purpose Status
    Workright hazard survey — core instrumentThe primary quantitative hazard identification tool capturing frequency, duration, impact, and interaction effectsIn development
    Focus group facilitation guideSemi-structured question set for focus group facilitation, designed to complement survey findingsTo be developed
    Individual interview guideSemi-structured interview protocol for high-risk and vulnerable cohortsTo be developed
    Workplace observation guideStructured observation protocol for physical and operational environment assessmentTo be developed
    Consultation record templateStandardised record for documenting all consultation activities throughout the engagementTo be developed
    Phase 03 artefacts
    Artefact Purpose Status
    Risk scoring templateStandardised scoring tool for calculating composite risk scores and interaction effect adjustmentsTo be developed
    Psychosocial risk register templateThe master risk register document that becomes the core of the living action plan v1.0To be developed
    Phase 04 artefacts
    Artefact Purpose Status
    Co-design workshop facilitation guideStructured facilitation guide for Phase 04 co-design sessions by control direction typeTo be developed
    Control implementation plan templateStandardised template for documenting co-designed controls with owners, timelines, and success indicatorsTo be developed
    Leader guidance session guideStructured guide for targeted leader guidance sessions tied to specific control implementationTo be developed
    Artefact design brief templateBrief template for optional bespoke artefact design commissions — scope, purpose, audience, formatTo be developed
    Phase 05 artefacts
    Artefact Purpose Status
    Review framework templateTemplate for the review framework covering triggers, frequency, accountability, and protocol by maturity pathTo be developed
    Capability program design guideGuide for designing and delivering the Phase 05 capability program for HR leads, OHS managers, and people leadersTo be developed
    Living action plan master templateThe master template for the complete living action plan, incorporating all phase entries and designed for client self-managementIn development