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Manager Well-being Check-in Guide
Ready to print and use across your organization. Instant download after purchase.
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Each purchase is licensed to one organization for use in one LMS, with unlimited learners. By buying, you agree to the License Agreement and Terms of Use.
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About this tool
A practical, non-clinical guide for managers: notice changes at work, start a supportive conversation, adjust the workload and point to the right help.
Who it is for
Managers and supervisors who have noticed that someone on their team seems to be having a harder time.
Shift leads who are often the first to see a change.
Business owners without an HR department.
HR professionals who want a clear, consistent guide to give managers.
The problem it solves
Many managers notice that something has changed but say nothing, because they are worried about saying the wrong thing or overstepping. Others try to act as counselors. This guide sets out the manager's role and its limits, shows how to describe what you have seen without guessing at causes, gives opening lines for in person and remote conversations, and explains how to adjust work within policy and refer to HR, an employee assistance resource if the company has one, or a qualified professional. It includes clear emergency guidance.
What is inside
Manager Well-being Check-in Guide (PDF, 13 pages)
Copyright and License (1 page)
Contents, what the guide is and is not, and how to use it (1 page)
Your role, its limits, confidentiality and emergency guidance (1 page)
Step 1: noticing changes and describing them fairly (1 page)
Step 2: preparing, with suitable places to talk in six settings (1 page)
Step 3: starting the conversation, with opening lines (1 page)
Step 4: responding to four kinds of answer (1 page)
Step 5: adjusting workload and support within policy (1 page)
Step 6: pointing to resources, a resource list and follow-up (1 page)
Check-in planner (1 page)
Filled-in example from a veterinary clinic (1 page)
Common mistakes, looking after yourself and a final check (1 page)
Check-in Planner (Word, 7 pages): emergency guidance, a resource list, the check-in planner, a follow-up log and the filled-in example.
How to use it
Read the guide once, before you need it.
Fill in the resource list so it is ready.
Use the planner before each check-in.
Keep the emergency guidance where you can find it quickly.
Formats and file types
PDF (US Letter, print or screen), 13 pages
Word document (.docx), 7 pages, opens in most word processors
Licensed for use within your organization
Frequently asked questions
Does this guide give mental health advice?
No. It is non-clinical. It covers everyday management: noticing, asking, listening, adjusting work and referring to HR, an employee assistance resource or a qualified professional.
What if someone is in danger?
The guide includes emergency guidance: contact your local emergency number, stay with the person if it is safe, then tell HR or the person your company names for urgent concerns.
Does it replace our HR policies?
No. Company policy and the rules for your location govern confidentiality, records, leave and adjustments. The guide tells you where to check them.
One price, yours to keep. Licensed for use within your organization.