Your how-to: Implementing regular reporting cycles for mental health outcomes

Category
Leadership and Governance
Sub-category
Performance Measurement and Reporting
Level
Maturity Matrix Level 2

Implementing regular reporting cycles for mental health outcomes in your workplace refers to the systematic process of tracking, assessing, and reporting on the mental wellbeing of employees within your organisation on a recurring basis. This practice involves gathering data on various indicators of mental health, such as stress levels, burnout rates, and engagement in wellbeing initiatives. 

This data is generally sourced from staff surveys, one-to-one conversations, and attendance records on mental health training or workshops. It is then analysed and organised into structured reports. Depending on the size and nature of your organisation, these reports could be created monthly, quarterly, or yearly - as well as after any significant event or change within the business.

The aim is to establish an evidence-based understanding of the workforce's mental health status, monitor changes over time, and identify areas where further intervention is needed. It helps prioritise mental wellbeing as part of your company's overall strategic plan, making it visible and manageable.

In the Australian context, it's crucial to remember that under the Work Health and Safety Act 2011, employers have a legal duty to ensure the mental well-being of their staff. Therefore, regular reporting of mental health outcomes isn't just a good practice, it's a vital part of complying with local legislation. It can also help foster a more inclusive, supportive, and high-performing workplace culture.

Step by step instructions

Step 1

Establish the Need and Purpose: The first step in this process is to clearly establish the need for regular reporting on mental health outcomes and to outline its scope and purpose. This involves a clear discussion about the benefits of regular reporting, like enhancing the wellbeing of employees, ensuring legal compliance, and creating a healthy workplace culture.

Step 3

Set Up a Data Collection System: Once you've identified the indicators, set up a data collection system. This can be done through regular staff surveys, one-on-one conversations, and keeping track of attendance in mental health training sessions or workshops.

Step 5

Analyse and Report the Data: With the data collected, analyse it in a meaningful way to create a comprehensive report that details the mental health outcomes of your workforce. The report should be easy to understand, transparent and helpful in identifying necessary interventions.

Step 7

Review and Adjust the Process: Lastly, it is necessary to continually review and adjust this regular reporting process. As needs, circumstances, and legislation change, adapt your processes to ensure they remain relevant, efficient, and align with your overall goal of maintaining a balanced mental health climate in the workplace.

Step 2

Identify Key Indicators: Decide on the key indicators of mental health that will be tracked and reported on. This can include stress levels, burnout rates, instances of mental health leave, and engagement in mental health programmes.

Step 4

Determine the Reporting Frequency: Consider how often reports will be created and shared. The size, nature, and structure of your organisation will influence this decision. For example, you may decide on monthly, quarterly, or annual reports.

Step 6

Implement Necessary Interventions: Based on your report, work on implementing necessary interventions, be it launching additional mental health programmes, providing additional resources, or adjusting existing policies for the well-being of your employees.

Step 8

Reflect and Breathe: This step can be challenging, so it's important to take a moment to breathe and reflect. Pause to consider the progress made, the obstacles encountered, and the lessons learned. This reflection will not only help in gaining clarity but also in maintaining a balanced perspective, allowing for thoughtful and deliberate decision-making moving forward.

Use this template to implement

To ensure you can execute seamlessly, download the implementation template.

Pitfalls to avoid

Overlooking Confidentiality

Prioritise privacy at all times. Confidentiality is a core tenet of mental health practices, and it's important to ensure employees that their privacy will be maintained.

Failing to Accommodate Diversity

Mental health is multifaceted and diverse. Approach reporting with a wide understanding of mental health issues, considering factors like gender, age, culture, and lifestyle.

Ignoring Feedback

Communication is critical. Regularly seek feedback from your team about their experiences with the system and make necessary adjustments accordingly.

Consent is Mandatory

Under the Australian Privacy Principles (APP), you must ensure express consent is sought before disclosing the mental health status of any employee. Noncompliance could result in stringent penalties.

Lack of Training

Mental health discussions require sensitivity and empathy. Ensure that all those part of the reporting and support system are adequately trained.

Non-integration of Goal Metrics

Your reporting system should align with the overall goal of improving mental health in the workplace. Not integrating these goals into the reporting system could lead to inefficient solutions.