Annual occupational-health action-plan preparation

Inputs and assessment reference

Company / unitCompany version and preparation datePreparation owner ROLEPlanning period under discussionExisting workplace-assessment document reference and dateConfirming assessment currency with occupational health

Work changes and priorities

Changes in tasksChanges in workplaces and remote workChanges in hours and work arrangementsStatus of previously agreed company-level actionsEmployer priorities for the next planning discussionEmployee participation method without individual health data

Joint discussion and follow-up

Discussing proposals with occupational healthProcedure for preparing and approving the actual action planConfirming validity before the planning period endsAnnual review date to agreeChannel for significant work changesPreparation status: proposed / under discussion / follow-up agreed

Action / agenda preparation

Company-level observation / change	Proposed action	Responsible role	Review checkpoint	Confirm with occupational health

Fictitious example

A fictitious 15-person software team brings delivery pressure and interruptions to the discussion. The employer proposes a prioritisation practice and responsible role. Occupational health separately assesses health significance and the actual plan; completing preparation is not approval.

Questions about the template

Does this replace the statutory action plan?

No. It prepares inputs and proposals, not a legally sufficient plan or medical assessment.

What belongs in the assessment reference?

The existing employer workplace-assessment document reference and date, not employee patient records.

Can preparation repair a missing plan for a closed accounting period?

No. Kela requires a plan valid during the accounting period; it cannot be backdated for a closed period.