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.
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.
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.
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.
Victoria — OHS (Psychological Health) Regulations 2025
South Australia — WHS (Psychosocial Risks) Amendment Regulations 2023
Commonwealth — WHS Amendment (Managing Psychosocial Risks) Regulations 2022
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 |
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.
Progressive structure
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
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
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.
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
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:
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.
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
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1Kick-off meeting with client sponsorEstablish 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.
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2Duty holder mappingIdentify 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.
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3Existing systems reviewRequest 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.
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4OHS maturity assessmentAssess 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.
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5Survey segmentation strategyBased 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.
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6Consultation planDesign 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.
- Template: Phase 01 kick-off workshop guide
- Output: Agreed scope, data request list, initial maturity assessment
- Template: Phase 01 data review checklist
- Output: Existing systems summary, HR data analysis, gap identification
- Template: OHS maturity assessment tool
- Output: Maturity rating (Foundational / Developing / Established), Phase 05 design implications
- 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
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.
Step-by-step delivery
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1Survey preparation and launchConfigure 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%.
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2Survey analysis and initial findingsProcess 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.
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3Qualitative design using survey outputsUse 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.
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4Focus groupsConduct 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.
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5Individual 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.
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6Workplace 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.
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7HSR engagement and briefingHold 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.
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8Qualitative synthesis and consolidated hazard inventorySynthesise 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 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
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.
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
Step-by-step delivery
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1Score and rank hazardsUsing 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.
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2Assess existing control adequacyFor 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.
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3Assign hierarchy level and control directionFor 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.
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4Assign accountability and timelinesFor 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.
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5Validation with workers and HSRsPresent 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.
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6Brief leadership on findings and prioritiesPresent 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.
- 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
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.
Step-by-step delivery
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1Co-design workshop designGroup 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.
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2Co-design workshopsOpen 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.
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3Leader guidance sessionsThe 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.
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4Implementation supportSupport 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.
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5Artefact 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.
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6Training 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.
- 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
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.
Three delivery paths — determined in Phase 01
Step-by-step delivery
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1Review framework designDesign 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.
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2Governance integrationConnect 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.
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3Metrics and monitoringEstablish 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.
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4Capability program deliveryDesign 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.
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5Re-survey protocolDesign 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.
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6Regulatory 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.
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7Action plan finalisation and handoverFinalise 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.
- Maturity path confirmed (Foundational / Developing / Established) from Phase 01
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 | 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. |
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.
| Artefact | Purpose | Status |
|---|---|---|
| Phase 01 kick-off workshop guide | Structured agenda and question set for the scoping workshop | To be developed |
| Phase 01 data review checklist | Structured checklist for the existing systems and data review | To be developed |
| OHS maturity assessment tool | Structured assessment producing a maturity rating and Phase 05 implications | To be developed |
| Artefact | Purpose | Status |
|---|---|---|
| Workright hazard survey — core instrument | The primary quantitative hazard identification tool capturing frequency, duration, impact, and interaction effects | In development |
| Focus group facilitation guide | Semi-structured question set for focus group facilitation, designed to complement survey findings | To be developed |
| Individual interview guide | Semi-structured interview protocol for high-risk and vulnerable cohorts | To be developed |
| Workplace observation guide | Structured observation protocol for physical and operational environment assessment | To be developed |
| Consultation record template | Standardised record for documenting all consultation activities throughout the engagement | To be developed |
| Artefact | Purpose | Status |
|---|---|---|
| Risk scoring template | Standardised scoring tool for calculating composite risk scores and interaction effect adjustments | To be developed |
| Psychosocial risk register template | The master risk register document that becomes the core of the living action plan v1.0 | To be developed |
| Artefact | Purpose | Status |
|---|---|---|
| Co-design workshop facilitation guide | Structured facilitation guide for Phase 04 co-design sessions by control direction type | To be developed |
| Control implementation plan template | Standardised template for documenting co-designed controls with owners, timelines, and success indicators | To be developed |
| Leader guidance session guide | Structured guide for targeted leader guidance sessions tied to specific control implementation | To be developed |
| Artefact design brief template | Brief template for optional bespoke artefact design commissions — scope, purpose, audience, format | To be developed |
| Artefact | Purpose | Status |
|---|---|---|
| Review framework template | Template for the review framework covering triggers, frequency, accountability, and protocol by maturity path | To be developed |
| Capability program design guide | Guide for designing and delivering the Phase 05 capability program for HR leads, OHS managers, and people leaders | To be developed |
| Living action plan master template | The master template for the complete living action plan, incorporating all phase entries and designed for client self-management | In development |