Manage psychosocial hazards like a safety risk, with your workers, in 90 days
A complete, implementation-grade kit for HSE managers, HR leads and operations directors: find the hazards in the work, control them from the top of the ladder, respond well to reports and show your board the evidence.
- A 24-sheet workbook: self-assessment, risk register, controls ladder, survey hotspots, reports, return to work, evidence and a live dashboard
- Five fillable forms and four Word templates, including 9 policy and procedure starters and a 24-item survey pack
- A six-market crosswalk and a dated rules sheet for New Zealand, Australia, the UK, the EU, Canada and the US
- A 45-minute team briefing and a 14-question LMS-ready knowledge check
The Psychosocial Risk Management Kit · Bodhih Pro Kits · 323 by Bodhih Training, trainers to 2,000+ companies since 2008.
How do you manage psychosocial hazards at work?
Treat them as health and safety risks: consult workers and their representatives, identify hazards by work group using data, walk-throughs and a survey, assess likelihood and consequence, choose controls that change the work before training or support, respond fairly to reports and review every year. The Psychosocial Risk Management Kit from Bodhih Training provides the files for each step.
Want the full free guide first? Read How to manage psychosocial hazards at work: a step-by-step guide.
You already feel the problem. Here is what it is costing you.
The regulator is asking a question your EAP cannot answer
Your wellbeing offer is generous, but the law asks how you identify and control hazards in the work itself. You need a method and records, not another poster.
You have data but no addresses
Absence, turnover and complaints are rising somewhere. Without work-group data, walk-throughs and a survey with a privacy threshold, you cannot see where or why.
Reports arrive and nobody owns the pathway
Concerns go to managers, HR or nowhere. Without one pathway, people wait, investigations drift and the work that caused the harm never changes.
The board wants evidence
Officers have their own duty. They need a quarterly report that shows risks, controls, response times and what changed, in one page.
Picture the next few weeks with the kit open beside you.
Imagine the Friday of week 13. You open the Dashboard and read, in numbers and colours, how many risks are still High, how many controls change the work rather than the worker, how fast reports get a first response and which evidence is due on Monday.
As you open the Survey results sheet, the hotspots are already there, by work group and scale, with small groups merged so nobody can be identified. Each one has a workshop booked and controls with owners.
When the board asks why reports went up, you show the trend, the categories and the falling response times, and the committee's note that more reports means more trust. The minutes record two good questions and no surprises.
Open the Start-here map tonight and give it one hour. Whether you begin with the Business Case Calculator or the Self-assessment with your HSRs tomorrow morning, you will know what to do next and which file to open.
23 files that do the work for you
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The Psychosocial Risk Management Kit (e-book, PDF)
The guide: methods, worked examples, scripts and exercises
Start here: psychosocial risk map
The job in ten steps with the file for each, your first hour, your first week, a 30/60/90-day plan, the 'Brand it in five minutes' box and what is in the kit.
Psychosocial Risk Workbook
24-sheet workbook: Settings, 0-4 maturity self-assessment with a ranked gap plan, risk register, controls on a five-level hierarchy ladder, survey results with a privacy threshold and hotspots, consultation log, reports log and monthly trend, return to work, manager training, evidence register, RACI, roadmap, six-market crosswalk, official sources, glossary, What changed log and a dashboard with six charts.
Psychosocial Risk Business Case Calculator
Six-sheet calculator: your figures and estimates, the current yearly cost of turnover, absence and investigations, the cost of doing it in years 1 and 2, three scenarios with the low case first, and a dashboard with three charts.
Psychosocial hazard identification and walk-through
Three-page fillable record for one work group: the data check, a walk-through across 15 hazard types, and a huddle or focus group record with the questions to ask. Feeds the Risk register sheet.
Psychosocial risk assessment worksheet
Three-page fillable worksheet for one hazard in one work group: exposure (how often, how long, how intense), combined hazards, likelihood and consequence, the five-level controls ladder with reasons at each level, and the HSR consultation sign-off.
Report, triage and investigation record
Four-page fillable record for one report: the first conversation (safety, support, wishes), triage and pathway choice, the investigation plan with independence checks, and the outcome, feedback and learning.
Return-to-work and adjustments plan
Three-page fillable plan made with the worker: contact while away, the graduated return and adjustments, the work-related hazards to fix first and the review record. No diagnosis or clinical detail.
Manager check-in and workload conversation
Two-page fillable guide and record for a monthly 20-minute check-in: workload, control, support, role clarity, change and exposure, with what the manager will change and what goes to the risk register.
Psychosocial policy and procedure starters
9 brand-ready starters: psychosocial risk policy, harmful behaviours prevention policy, reporting and response, violence and aggression, remote and isolated work, fatigue and rostering, traumatic events and debrief, return to work, change consultation.
Work conditions survey and action-planning pack
A 24-item survey across eight scales with scoring rules, invitation, privacy notice, a results briefing outline, a 90-minute action-planning workshop and a 'you said, we did' template.
Leadership sign-off and board report
Brand-ready four-part template: decision memo with options and costs, officer due diligence questions, a one-page quarterly board report and the yearly review sign-off.
Psychosocial risk message library
32 brand-ready messages for leaders, workers and HSRs, managers, reports and investigations, traumatic events, visitors, return to work and contractors.
Worked example pack: Rimu Lane Care
The kit's main files completed for one composite 300-worker aged-care provider in Wellington: business case, self-assessment, gap plan, survey, risk register, controls ladder, consultation, reports, a triage record, a return-to-work plan and the first board report.
AI prompt pack for psychosocial risk
28 prompts with placeholders grouped by step (decide, consult, identify, survey, assess, control, harmful behaviours, reports, support, managers, review), each with what to paste in, what to check, and four human-review rules.
Team briefing session plan and answer key
A 45-minute briefing plan to run with your teams, facilitator notes, four manager module outlines, LMS import notes, the printable answer key for the 14-question knowledge check and an attendance record.
Psychosocial risk knowledge check (LMS-ready)
14 scenario questions with four options, the correct letter and an explanation; imports into Bodhih LMS or any LMS that accepts CSV quizzes.
Numbers that matter: psychosocial risk KPI card
14 numbers with plain-words definition, formula, where each lives in the workbook and what to do when it moves, plus a flow mini-infographic.
Controls ladder, decision card and mistakes to avoid
The five-level controls ladder, 12 'if this, do that' decisions with the file to open and 14 mistakes with what to do instead.
Responding to a disclosure card
The first five minutes when someone tells you they are being harmed or struggling: five steps, words that help, when to get urgent help and what to record. Not clinical guidance.
Psychosocial rules by market (November 2026)
Dated sheet: the main duty, psychosocial specifics and recent changes for New Zealand, Australia, the UK, the EU, Canada, the US and international guidance, with figures you can quote and a quarterly check list.
Psychosocial risk 12-month calendar
34 calendar events: thirteen weekly programme meetings, survey dates, results, board reports, monthly evidence hours, committee reviews, the pulse survey, effectiveness checks, the yearly review and the next survey.
Psychosocial risk task board (CSV import)
40 tasks with phase, owner role, start and due dates, status, tags and notes; imports into Trello, Asana, Notion, Planner or Jira.
Chapter by chapter
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
- Format
- PDF e-book + XLSX + fillable PDF + DOCX + printable PDF + ICS + CSV
- Files
- 23 files plus a one-click ZIP
- E-book
- 70 pages
- Works with
- Excel, Google Sheets, Apple Numbers, LibreOffice, Word, Google Docs, Acrobat Reader, Google Calendar, Outlook, Apple Calendar, Trello, Asana, Notion, Planner, Jira, Bodhih LMS and most LMS quiz importers
- Best for
- Organisations of 20 to 2,000 workers in New Zealand, Australia, the UK, the EU, Canada, the US and other English-speaking markets
A safety duty, not a wellness perk
Why psychosocial risk is a health and safety duty in every target market, what the law asks in plain words, and an honest business case.
Consultation comes first
Consultation with workers and HSRs as the foundation: who to involve, how to reach every shift and how to log it.
The maturity self-assessment
A 0-4 maturity self-assessment of 24 practices and a gap-to-action plan ranked by gap x impact.
Finding the hazards in the work
Finding hazards by work group, time and task with data, walk-throughs and huddles, across 15 hazard types.
Surveys that lead to action
A work conditions survey with a privacy threshold, a heat map of hotspots and action-planning workshops.
Assessing the risk
Scoring likelihood and consequence with workers, exposure, combined hazards and the risk register.
Controls, from the top of the ladder
The five-level controls ladder, hazard by hazard, with owners, dates and effectiveness checks.
Bullying, harassment and violence
Preventing bullying, harassment, sexual harassment and violence from any source, including third parties.
Report, respond, return to work
One pathway for every report: first conversation, triage, fair investigation, support and return to work.
Managers, monitoring and the yearly cycle
Manager tools and training, the dashboard and board report, AI with human review and the yearly cycle.
Not just reading. Tools you will actually open again.
Start here
- 00-Start-Here-Psychosocial-Risk-Map.pdf: the job in ten steps with the file for each, your first hour, your first week, a 30/60/90-day plan and the 'Brand it in five minutes' box
Workbooks
- Psychosocial-Risk-Workbook.xlsx: 24 sheets including Settings, 0-4 self-assessment, ranked gap plan, risk register, controls ladder, survey results with a privacy threshold, consultation log, reports log and trend, return to work, manager training, evidence register, RACI, roadmap, six-market crosswalk, official sources, glossary, What changed and a dashboard with six charts and traffic lights
- Psychosocial-Risk-Business-Case-Calculator.xlsx: 6 sheets comparing what psychosocial harm costs you now with the cost of doing it, in three scenarios with the low case first
Fillable forms
- Psychosocial-Hazard-Identification-and-Walkthrough.pdf: data check, walk-through across 15 hazard types and a huddle record
- Psychosocial-Risk-Assessment-Worksheet.pdf: exposure, likelihood and consequence, the controls ladder and HSR sign-off
- Report-Triage-and-Investigation-Record.pdf: first conversation, triage and pathway, investigation plan, outcome and learning
- Return-to-Work-and-Adjustments-Plan.pdf: keeping in touch, a graduated return, adjustments and reviews, with no clinical detail
- Manager-Check-In-and-Workload-Conversation.pdf: a monthly 20-minute check-in about the work and what happens next
Word templates
- Psychosocial-Policy-and-Procedure-Starters.docx: 9 brand-ready policy and procedure starters
- Work-Conditions-Survey-and-Action-Planning-Pack.docx: a 24-item survey, invitation, privacy notice, results briefing and action-planning workshop
- Leadership-Sign-Off-and-Board-Report.docx: decision memo, officer due diligence questions, quarterly board report and yearly sign-off
- Psychosocial-Risk-Message-Library.docx: 32 messages for leaders, workers, HSRs, managers, reports, visitors and return to work
- Worked-Example-Pack-Rimu-Lane-Care.docx: the main files completed for one composite 300-worker aged-care provider
- AI-Prompt-Pack-for-Psychosocial-Risk.docx: 28 prompts with what to paste in, what to check and four human-review rules
- Team-Briefing-Session-Plan-and-Answer-Key.docx: a 45-minute briefing, four manager module outlines and the printable answer key
Team training (LMS-ready)
- Psychosocial-Risk-Knowledge-Check.csv: 14 scenario questions in question, option_a to option_d, correct, explanation format
Cheat sheets
- Numbers-That-Matter-Psychosocial-Risk.pdf: 14 numbers with formulas and what to do when they move
- Controls-Ladder-and-Decision-Card.pdf: the five-level ladder, 12 'if this, do that' decisions and 14 mistakes to avoid
- Responding-to-a-Disclosure-Card.pdf: the first five minutes when someone tells you they are being harmed or struggling
- Psychosocial-Rules-by-Market-November-2026.pdf: dated sheet for New Zealand, Australia, the UK, the EU, Canada, the US and international guidance
Calendar and import
- Psychosocial-Risk-12-Month-Calendar.ics: 34 calendar events
- Psychosocial-Risk-Task-Board.csv: 40 tasks for Trello, Asana, Notion, Planner or Jira
E-book
- The Psychosocial Risk Management Kit e-book: about 10,200 words, 10 chapters and 24 figures
When you have worked through it, you will be able to…
Every outcome is practised with a worked example and a tool, not just described.
- You will be able to explain the psychosocial duty in your jurisdiction in plain words, with the official sources
- You will be able to score 24 practices and turn the gaps into a ranked, owned action plan
- You will be able to find hazards by work group using data, walk-throughs, huddles and a survey with a privacy threshold
- You will be able to assess risks with workers and choose controls from the top of the ladder
- You will be able to run one fair, trauma-informed pathway for every report, and plan returns to work with the worker
- You will be able to brief your team, train managers and report to your board each quarter
- You will be able to keep the programme current with a sources register and a What changed log
Know your starting point. Prove your progress.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
Work Environment and Job Demands Assessment for Teams and Employers
Take the assessment →AssessAll assessmentTeam Psychological Safety and Speaking-Up Pulse for Team Members and Their Managers
Take the assessment →AssessAll assessmentResilience & Stress Management
Take the assessment →JobularyTurn what you learn into a measured development plan (Jobulary)
Make it a growth plan →A taste of Chapter 7
The float caregiver (CT-01) went in on 15 March as a trial; at the review on 14 April the unit asked to keep it and extend it to weekends. The three residents' cares moved to mid-afternoon (CT-02). Roster rules ended doubles, set at least ten hours between shifts and capped consecutive nights at four (CT-05). Home support introduced client risk screening before first visits and two-person visits where risk was high (CT-08), with a check-in app still in progress (CT-07). Site managers moved to an on-call rotation with the clinical director (CT-20). With these controls in place, PR-01 fell from 20 to 9 (Medium), and none of the four High risks remains High. One control, published rules for extra hours and swaps (CT-19), shows CONSULT WORKERS on the sheet: it was drafted in the office and has not yet been to the committee.
The honest comparison
| Free templates and typical advice | This kit | |
|---|---|---|
| Where you stand | A yes and no checklist | A 0-4 self-assessment of 24 practices with level descriptors and a gap plan ranked by gap x impact |
| Finding hazards | A generic stress survey | Data, walk-throughs and huddles by work group, plus a 24-item survey with a privacy threshold and a hotspot heat map |
| Controls | Training, EAP and posters | A five-level controls ladder with owners, dates, worker consultation flags and effectiveness checks |
| Reports | A complaints policy | One pathway from first conversation to triage, investigation, support, return to work and learning |
| Law | One country's rules, often out of date | A six-market crosswalk and a dated sheet with official sources, checked November 2026 |
| Compared with a consultant or software | A consultant brings capacity and judgement; software brings automation | The method, templates and workbook to run it yourself or to brief a consultant well; no subscription |
Made for you if…
- HSE and health and safety managers who have been told psychosocial risk is now theirs
- HR and people and culture leads who own bullying, harassment and return to work
- Operations directors and site managers in care, health, contact centres, retail, logistics and services
- Officers, directors and boards who need to see the evidence
- Health and safety representatives and committee chairs
- Consultants who run psychosocial programmes for clients (with a consultant licence)
Probably not for you if…
- Anyone looking for clinical care, diagnosis or a mental health screening tool: point people to the EAP, their doctor or a qualified professional
- Anyone who needs legal advice, an audit or a certification: the kit is educational and helps you organise your programme
- Organisations that only want a wellbeing calendar: Bodhih's Workplace Wellbeing Programme Kit covers that
Built by trainers, tested in real rooms.
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
From here to using it in three steps
- STEP 1
Tap Get the kit
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
- STEP 2
Download instantly
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
- STEP 3
Open the first tool
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
Your psychosocial risk programme, in one place
Open the Start-here map and give it one hour. Whether you start with the Business Case Calculator tonight or the Self-assessment with your HSRs this week, you will know the next step and the file to open.
Personal licence for the buyer's own use, including use within your own organisation and with its staff. Please don't share or resell the files. Team, company and consultant licences: solutions@bodhih.com.
What buyers say
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The Psychosocial Risk Management Kit: FAQs
Read the free guideAlready bought? Resend my linkIs managing psychosocial risk a legal requirement?
In most markets this kit covers, yes, as part of general health and safety duties, and some (Australia's WHS regulations, Victoria, the UK's stress risk assessment duty) say so expressly. The details differ by country and state and changed in 2025 and 2026, so the kit keeps them on one dated sheet with official sources. It is educational, not legal advice.
Will this kit make my organisation compliant?
No kit can promise that. Compliance depends on what you actually do, your jurisdiction and your regulator. The kit gives you a method, the records a regulator expects to see and a way to keep them current; check the specifics with your adviser.
Is an EAP or a resilience programme enough?
Usually not on its own. Those are individual support, which the kit calls level 5 on the controls ladder. The duty starts with identifying and controlling hazards in how work is designed and managed, such as staffing at peak times, rosters, role clarity and aggression from the public.
How long does it take to set up a psychosocial risk programme?
The kit's roadmap builds a working system in about 90 days, then runs a yearly cycle. The sample provider moved from a maturity of 0.67 to 2.50 out of 4 in 13 weeks; your starting point and resources will set your own pace.
Can I do a psychosocial risk assessment without a consultant?
Many organisations can, with the right method and their workers involved. The kit gives you the self-assessment, hazard identification forms, survey, risk assessment worksheet and controls ladder. For complex investigations or legal questions, use qualified professionals.
Does it work in my country?
The method is universal and follows the shared shape of guidance in New Zealand, Australia, the UK, the EU, Canada and the US. The dated sheet and crosswalk cover those markets with official sources. Laws need checking locally, especially at state and provincial level.
Is this ISO 45003 or CSA Z1003 certification?
No. ISO 45003 is a guidance standard and CSA Z1003 is a voluntary national standard. The kit paraphrases their themes and is consistent with them, but it is not affiliated with or endorsed by ISO, CSA Group or BNQ, and it is not a certification. Buy or read the official texts from their owners.
Is the survey a mental health screening tool?
No. It asks about conditions of work, not anyone's health, and results are only reported for groups at or above a privacy threshold. It is educational content and not medical advice. People who need care should be supported to reach the EAP, their doctor or a qualified professional.
Can I use this with my staff and managers?
Yes, within your own organisation under the personal licence: brief your teams, train managers, run the survey and use the templates. Team, company, multi-site and consultant licences are available from solutions@bodhih.com.
How do I measure our starting point beyond the self-assessment?
The workbook's self-assessment and survey give you a baseline. If you also want an external, scored measure, AssessAll (assessall.com) offers the Work Environment and Job Demands Assessment, the Team Psychological Safety and Speaking-Up Pulse and the Resilience and Stress Management assessment.
How do I turn manager training into lasting development?
After the four manager modules, each manager can set goals for check-ins, fair allocation and responding to reports. Jobulary helps turn what you learn into a measured development plan: jobulary.com/individual-development-plan.
Does the kit include bullying, harassment and violence?
Yes. Chapter 8, a prevention policy, a violence and aggression procedure, visitor and client messages and the report, triage and investigation record cover harmful behaviour from co-workers, managers, clients, residents and visitors, including the UK's third-party harassment duty from 30 October 2026.
How much does The Psychosocial Risk Management Kit cost?
₹1,499 including 18% GST for buyers in India, or $39 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How do I get the files after paying?
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
What software do I need?
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Can I get a refund?
Because it is a digital download, kits are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Can my company buy this for a team?
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
