Recovery, Adjustments and Return-to-Work Planner
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
Recovery, Adjustments and Return-to-Work Planner
Prepare a functional, confidential and reviewed return rather than relying on a return date alone.
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. Current function
Complete only the prompts relevant to your situation. Use factual, proportionate language.
Duties I can perform safely
Duties requiring support or temporary exclusion
Hours, travel or on-call barriers
Clinical treatment and review
Early warning signs
2. Proposed plan
Complete only the prompts relevant to your situation. Use factual, proportionate language.
Start date and phase
Hours and location
Included and excluded duties
Supervision and escalation
Breaks and administration
Review dates
3. Information and confidentiality
Complete only the prompts relevant to your situation. Use factual, proportionate language.
What the team needs to know operationally
What health information remains private
Who holds the plan
How changes will be agreed
What records occupational health and management keep
4. Prevent recurrence
Complete only the prompts relevant to your situation. Use factual, proportionate language.
Original personal and system contributors
Actions the organisation agreed
Measures showing the plan works
Trigger for review
Longer-term job design or career support
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.