Personal Wellbeing and Early Action Plan
HTML edition updated 9 September 2026. This is an educational planning aid, not an official application form or individual advice.
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WELLBEING & WORKPLACE DIGNITY | PRACTICAL WORKBOOK
Personal Wellbeing and Early Action Plan
A private worksheet for noticing change, separating personal and system pressures, and agreeing early action.
What this resource contains
Private reflective prompts
Writing space for a focused plan
Confidentiality and source safeguards
Important
Independent general guidance. It does not replace clinical, employment, regulatory, immigration or legal advice. Do not include patient-identifiable or unnecessary colleague-identifiable information in worksheets.
Author: Dr N Aziz
Published and reviewed: 7 September 2026
Before you write
Use a trusted device or paper copy. Do not include patient identifiers, unnecessary colleague identifiers or confidential records. This workbook is not sent to SAS Doctors Review.
1. Notice change
Complete only the prompts relevant to your situation. Use factual, proportionate language.
What has changed from my usual baseline?
How long has it persisted?
What is the effect on sleep, health, relationships, concentration or work?
What would make this urgent?
2. Separate the pressures
Complete only the prompts relevant to your situation. Use factual, proportionate language.
What can I influence personally?
What depends on staffing, workload, control, support, relationships, role or change?
What must the organisation address?
What should not wait for a management meeting?
3. Build the first plan
Complete only the prompts relevant to your situation. Use factual, proportionate language.
Immediate protection today
Health or wellbeing contact
Work conversation in the next seven days
Named person with authority to act
Review date and evidence of improvement
4. Prepare a conversation
Complete only the prompts relevant to your situation. Use factual, proportionate language.
Facts I can describe
The effect on safe and sustainable work
What I need to change
What support or adjustment I am requesting
What I will do if risk worsens
Action summary
What must happen today?
Who will I contact and for what purpose?
What will be reviewed, by whom and when?
Keep the routes separate
Treatment, employment representation, patient-safety escalation and advocacy serve different purposes. Use each where it is needed.
Sources and disclaimer
Use the current provider, national framework and local employer policy before a significant decision. Legal time limits may continue during internal procedures.
Core sources: GMC Good medical practice 2024; Acas workplace guidance; HSE Management Standards; national NHS speaking-up frameworks; current service provider pages.
Independent guidance
This workbook does not assess risk, diagnose illness, determine bullying or discrimination, calculate legal deadlines or replace individual advice.