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The Performance Club · Worksheet · HR & Organisational Practice

Workplace Support Plan

A plan written with the employee, not about them

A support plan gives an employee and their manager a shared, agreed picture of what helps and what to do if things become difficult. It is most useful when written while the person is well, in their own words, and kept confidential.

The employee owns the plan. They decide what goes in it and who sees it.

01

The plan

In my own words
What helps me stay well at work
What can make things harder at work
Early signs that I am starting to struggle
What others might notice
What I would like my manager to do if they notice these signs
Adjustments that help me
Support I use or can use, inside and outside work
Who to contact in an emergency, if I choose to say

02

Agreements

Agreed
How often we will check in
How I will raise something urgent
Who else can see this plan
Review date

Signed or agreed by the employee and the manager, with the date. Store it securely, as you would any health information.