Two files to keep: save the report itself, then download the editable 90-day tracker that runs the plan inside it.
Sector · headcount · date
estimated annual cost of poor wellbeing part-modelled — method inside
Assessed against the HSE Management Standards and aligned to ISO 45003. Every pound figure in this report traces to a published source or is labelled as modelled.
| Cost component | How it is calculated | Base | Adjusted by your answers |
|---|
Adjustment: each of the eight drivers is weighted to the costs the evidence links it to. Your answers scale each component by up to ±35% weightings modelled, evidence-informed. Full method and references at the back.
UK employers with five or more staff already have a legal duty to assess work-related stress risk (Management of Health and Safety at Work Regulations 1999). The HSE has confirmed increased enforcement on psychosocial risk, with around 14,000 proactive inspections planned for 2025/26 and psychosocial risk treated alongside physical risk. ISO 45003:2021 is the international standard for psychological health and safety at work. This register supports and evidences your engagement with that duty; it is not, by itself, a completed stress risk assessment, which requires employee consultation.
| Standard / driver | Score | Status | What this means for you |
|---|
The first six rows are the HSE Management Standards. Recognition & Reward and Health & Energy are additional evidence-based drivers included for completeness — they are not HSE Standards and carry no regulatory weight, but they move your costs.
Each driver below shows what it's worth per year (the modelled reduction in your leak if it reached a healthy 75/100), a week-by-week plan, the measure of progress, and where to get support. Give each one a named owner on day one.
Copy it as written or adapt it — the numbers are yours, the sources are cited in this report.
| Measure | You | Sector reference | Sourcing |
|---|
This report prices only absence, presenteeism, disengagement and wellbeing-attributable turnover. It does not count: safety incidents and their investigation costs; agency and overtime cover for absence; recruitment drag and employer-brand damage; grievance and tribunal exposure; or the documented link from workforce wellbeing to customer satisfaction, revenue and firm performance (De Neve & Ward, 2025). Every one of these runs in the same direction. The true figure is likely higher than the one on the cover.
Disclaimer: figures are evidence-based estimates for decision support, not audited accounts or legal, financial or health-and-safety advice. Modelled elements are labelled throughout. This report supports your engagement with the HSE Management Standards; it does not constitute a completed stress risk assessment or guarantee regulatory compliance. HSE and ISO 45003 references are for identification only and imply no affiliation or endorsement. To the fullest extent permitted by law, WellbeingROI accepts no liability for loss arising from reliance on this report; nothing excludes liability that can't be excluded under the law of England and Wales.
The WellbeingROI methodology was developed by Barry Taylor — Personalised Care Institute-accredited Health and Wellbeing Practitioner, Executive and Senior Leadership Coach, and Cambridge-trained educator. His work spans NHS Trusts, CAMHS, suicide-prevention and cancer-support charities, and Comedy on Prescription, the social-prescribing programme advocated for at parliamentary level. He is the author of The Teacher's Guide to Managing Workload and The Teacher's Guide to Managing Wellbeing. The methodology is built measurement-first: on the HSE Management Standards, ISO 45003, and the published evidence base cited below — including the Oxford research showing that organisational change, not perks, is what pays back. WellbeingROI exists to put a defensible number on workplace wellbeing and a credible plan behind it.
Re-scan & Trend (annual): run the Scan again in 12 months and receive the year-on-year trend report — the proof your board will ask for. wellbeingroi.com/scan
Delivery support: workshops, manager training and leadership coaching matched to your weakest drivers — contact@wellbeingroi.com
WellbeingROI boardroom day: work this plan through with your leadership team, on site — enquire here.
The Wellbeing Business Case Kit: a fillable PDF and editable Word templates to build the board case yourself (£49, instant download) — get the Kit →