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CIPD Level 55OS07AC 3.1

Risk assessment and matching initiatives to organisational needs

5OS07Wellbeing at work

Written by the People Study Pro CIPD content teamPublished Updated

This CIPD Level 5 learning video explores how to identify and match wellbeing initiatives to organisational needs as covered in unit 5OS07 – Wellbeing at work, specifically addressing assessment criteria AC 3.1. The video examines how to conduct workplace risk assessments and select appropriate wellbeing solutions, including health promotions, flexible working arrangements, financial health support, counselling services, and specialist emotional wellbeing provision. By watching this video, learners will understand how to evaluate organisational requirements and strategically align wellbeing initiatives—from cycle to work schemes to private medical insurance—to create a tailored, effective wellbeing strategy.

What this video covers

Workplace risk assessment sits at the centre of this video, which addresses AC 3.1 of the CIPD Level 5 unit 5OS07 Wellbeing at Work. The video examines how risk assessment functions as both a legal obligation and a wellbeing initiative in its own right, covering its application to psychological hazards — including work-related stress, bullying, and psychosocial risks — alongside its more familiar use in physical safety contexts. The Health and Safety Executive's Management Standards feature directly, with the video naming the six primary areas they address: demands, control, support, relationships, role, and change.

Beyond risk assessment, the video turns to the practical challenge of selecting and matching wellbeing initiatives to an organisation's specific circumstances. It covers the use of multiple data sources in needs assessment, including absence data, employee survey results, exit interview themes, occupational health reports, EAP usage statistics, and workforce demographic information. The role of stakeholder engagement — spanning employee consultation, manager input, and senior leadership involvement — is also examined as a distinct step in building an evidence-based programme rather than relying on assumptions.

The video addresses the full range of available wellbeing initiatives referenced in the unit's indicative content, including health promotions, health checks, private medical insurance, cycle-to-work schemes, flexible working, financial health checks, debt advice, counselling, dietary support, and emotional and relationship support through specialist service providers. Against this breadth, it considers how workforce demographics, budget, infrastructure, and strategic priorities should shape which initiatives an organisation selects, and why building measurable objectives into a programme from the outset is necessary for demonstrating impact and sustaining investment over time.

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Assessment Criteria 3.1

Identify wellbeing initiatives in relation to an organisation’s needs.

Indicative Content

Wellbeing initiatives such as health promotions and facilities, health checks/insurance, private medical insurance; wellbeing benefits, such as cycle to work schemes, flexible hours, healthy eating and dietary advice, workplace gyms, financial health checks and debt advice, counselling, workplace risk assessment, emotional and relationship support through specialist service providers etc.

What You'll Learn

Video covering: Risk assessment and matching initiatives to organisational needs

About 5OS07Wellbeing at work

CIPD Level 5
5OS07
Learning Outcome 3

This unit explores the importance of wellbeing in the workplace and the relationship with people practices and organisation strategy. The design and development of effective wellbeing programmes is examined to meet people and organisational requirements

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