# Work ability meeting preparation checklist

StartHealth · Template version 2026-10-26

A three-party discussion between the employee, employer and occupational health looks for practical work arrangements and agrees follow-up. It is not a diagnosis or a dismissal decision. This checklist prepares the company’s meeting protocol, not a named employee’s case.

Blank company-process preparation template, not an individual employee case form. Do not enter names, diagnoses, medication, absence history or identifiable case details. Use the employer’s approved secure process for real employee cases. This template does not store or submit information. Editorial process aid, not individual medical or legal advice; medical review pending.

## Protocol responsibilities

- Company process owner ROLE: ____________________
- Objective-setting method: ____________________
- How invitations explain the purpose: ____________________
- Necessary participant roles: ____________________
- Support-person arrangement to confirm: ____________________
- Role authorised to approve work changes: ____________________

## Pre-meeting questions and confidentiality

- How tasks and work requirements are established: ____________________
- How feasible work arrangements are explored: ____________________
- How effects on colleagues’ work are checked: ____________________
- Confidentiality and information-sharing briefing method: ____________________

## Actual notes and follow-up

- Unresolved protocol questions: ____________________
- Method for all participants to approve the actual memo: ____________________
- Secure distribution method and necessary recipient roles for actual notes: ____________________
- Follow-up responsibility role and contact method: ____________________

## Action / agenda preparation

| Agenda item / purpose | Work requirements and options | Method for agreeing next actions | Owner ROLE | Method for agreeing a date |
| --- | --- | --- | --- | --- |
| ____ | ____ | ____ | ____ | ____ |
| ____ | ____ | ____ | ____ | ____ |
| ____ | ____ | ____ | ____ | ____ |

## Fictitious example

A fictitious company protocol establishes which role can prioritise workload and how a review date is selected. No employee health details or identifiable case are recorded in this preparation template.

### How do we prepare for a work ability meeting?

Agree the objective, necessary participant roles, investigation of work options and confidentiality arrangements beforehand.

### What belongs in the actual memo?

Agreed work-related actions, responsibilities and follow-up, together with basic meeting details. Diagnoses and other confidential health information do not belong in the shared memo. This template is not the actual memo.

### Who joins?

The employee, employer representative and occupational health representative, plus an agreed support person. Confirm necessary roles and practical arrangements beforehand.

## Source and scope

Original editorial template, not a reproduction of a TTL form. Source checked 2026-10-26.

- TTL: https://www.ttl.fi/oppimateriaalit/tyoterveysneuvottelu-ratkaisuja-tyohon/pikaopas-tyoterveysneuvotteluun
- StartHealth: https://starthealth.fi/en/guides/work-ability-meeting-finland