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  • SayPro Wellbeing Self-Assessment Template: A tool to assess the starting point of an employee’s wellbeing.

    SayPro Wellbeing Self-Assessment Template

    Quarterly Employee Wellbeing and Development
    June SCDR-2 Report
    Managed by: SayPro Development Strategic Partnerships Office
    Under the Guidance of: SayPro Development Royalty


    🧭 Overview

    The SayPro Wellbeing Self-Assessment Template is a comprehensive tool designed to help employees evaluate their current state of wellbeing at the beginning of the development cycle. By reflecting on key dimensions of their physical, emotional, and mental health, employees can gain valuable insights into their strengths and identify specific areas that may benefit from targeted improvement.

    This assessment serves as a foundational step in the SayPro Quarterly Employee Wellbeing and Development program, enabling personalized goal-setting and more focused support throughout the quarter.


    🎯 Objectives

    • Establish a Baseline: Provide a clear snapshot of an employee’s overall wellbeing status at the start of the quarter
    • Increase Self-Awareness: Encourage honest reflection on physical health, emotional resilience, mental clarity, and lifestyle habits
    • Identify Strengths: Recognize existing positive habits and resources that support wellbeing
    • Highlight Areas for Growth: Detect challenges or vulnerabilities that may require attention or development
    • Guide Goal-Setting: Inform the creation of meaningful, actionable wellbeing and professional development goals aligned with personal needs and SayPro’s values

    📝 Assessment Components

    The template covers multiple dimensions of wellbeing through structured questions and rating scales, including:

    1. Physical Wellbeing

    • Frequency of exercise and physical activity
    • Quality and quantity of sleep
    • Nutrition and hydration habits
    • Presence of any chronic health concerns

    2. Emotional Wellbeing

    • Ability to manage stress and anxiety
    • Experience of positive emotions versus negative moods
    • Support systems and social connectedness
    • Coping strategies for emotional challenges

    3. Mental Wellbeing

    • Levels of focus, concentration, and productivity
    • Engagement in mentally stimulating activities
    • Experience of burnout or mental fatigue
    • Use of mindfulness or relaxation techniques

    4. Lifestyle and Work-Life Balance

    • Balance between work demands and personal time
    • Frequency of leisure, hobbies, and self-care activities
    • Satisfaction with personal relationships and social life

    📋 Assessment Format

    • Rating Scales: Employees rate themselves on a scale (e.g., 1 to 5) for various wellbeing indicators
    • Open-Ended Questions: Opportunities to elaborate on challenges, successes, and specific needs
    • Summary Section: Space to summarize key insights and initial reflections

    🔄 Implementation and Use

    • Timing: Completed at the start of each quarter as part of the onboarding to the Wellbeing and Development program
    • Confidentiality: Responses are confidential and used primarily for personal reflection and program customization
    • Follow-Up: Assessment results are used to tailor wellness sessions, workshops, and personal development plans
    • Progress Tracking: Serves as a baseline for comparing future self-assessments and progress reports

    📊 June SCDR-2 Implementation Highlights

    • Participation: 98% of employees completed the self-assessment during the June cycle
    • Common Strengths: High scores in social support and emotional resilience
    • Areas for Improvement: Identified needs in physical activity frequency and work-life balance management
    • Employee Feedback: Reported increased awareness of personal wellbeing needs and motivation to set meaningful goals

    🧾 Conclusion

    The SayPro Wellbeing Self-Assessment Template is a critical tool that empowers employees to take ownership of their wellbeing journey. By starting with a clear understanding of their current status, employees and SayPro leadership alike can collaboratively foster targeted growth, resilience, and sustained wellbeing.

    This initiative underscores the commitment of the SayPro Development Royalty to holistic employee development and the creation of a workplace culture grounded in health, balance, and continuous improvement.

  • SayPro Set and Refine Goals: Establish SMART goals for the quarter related to your physical and emotional wellbeing.

    SayPro Set and Refine Goals

    Quarterly Employee Wellbeing and Development
    June SCDR-2 Report
    Managed by: SayPro Development Strategic Partnerships Office
    Under: SayPro Development Royalty


    🧭 Overview

    The “Set and Refine Goals” component empowers employees to take a strategic, structured approach to their personal and professional development. Employees are encouraged to define SMART goals—Specific, Measurable, Achievable, Relevant, and Time-bound—at the beginning of the quarter, ensuring that their objectives are aligned with both their individual aspirations and SayPro’s broader organizational mission.

    Throughout the quarter, participants are guided to refine and update their goals based on self-assessments, feedback, and learning insights gained during the program. This cycle of goal-setting and refinement promotes accountability, self-awareness, and measurable progress.


    🎯 Purpose

    The main objectives of this initiative are to:

    • Create Clarity and Direction in employee development journeys
    • Support Holistic Wellbeing by targeting both physical/emotional health and career advancement
    • Enhance Motivation and Ownership through personalized and meaningful goal-setting
    • Track Tangible Progress to demonstrate individual and program-wide growth
    • Foster Alignment with SayPro’s strategic goals and development philosophy

    🧱 Goal-Setting Categories

    Employees are required to set at least one SMART goal in each of the following areas:

    🧘‍♀️ 1. Physical Wellbeing

    Examples:

    • Walk at least 8,000 steps per day, five times a week
    • Attend one fitness or movement-based class per week
    • Improve sleep habits to average 7 hours per night by the end of the quarter

    🧠 2. Emotional & Mental Wellbeing

    Examples:

    • Practice 10 minutes of mindfulness daily for 12 consecutive weeks
    • Journal three times a week to manage stress and improve emotional insight
    • Attend at least three mental health webinars this quarter

    📈 3. Professional Development

    Examples:

    • Complete the “Effective Communication Skills” course by Week 8
    • Lead a team meeting or workshop before quarter-end
    • Receive peer or supervisor feedback on one major project

    🛠️ SMART Goal Criteria

    Each goal must meet the following structure:

    • Specific: Clearly define what you want to accomplish
    • Measurable: Include tangible criteria to track progress
    • Achievable: Set goals within your control and capabilities
    • Relevant: Align with personal and organizational priorities
    • Time-bound: Establish a deadline or frequency

    🔁 Refining Goals During the Quarter

    Refinement is an intentional process built into the program. Employees are encouraged to:

    • Revisit goals mid-quarter during self-assessment checkpoints
    • Adjust metrics based on new insights or obstacles
    • Reframe goals if original expectations no longer serve their wellbeing or professional trajectory
    • Celebrate early wins and set new stretch goals if progress is ahead of schedule

    ✍️ Example:
    Original Goal: “Attend one leadership webinar per month.”
    Refined Goal: “Attend one leadership webinar per month and write a one-paragraph reflection on each to share with my team.”


    📅 Goal-Setting Timeline

    PhaseActivityTimeline
    Week 1Initial SMART Goal SubmissionJune 1–7
    Week 6Mid-Quarter Goal RefinementJuly 8–12
    Week 12Final Goal ReviewAugust 19–23

    All goals and refinements are to be recorded in the SayPro Personal Development and Wellbeing Plan and tracked via monthly check-ins.


    📊 Accountability and Reporting

    • Employees are expected to track and report on their goal progress during monthly reports and the Mid-Quarter Progress Review.
    • Final outcomes are reviewed in the Final Reflection Report, where impact, insights, and challenges are documented.
    • Supervisors or peer mentors may provide optional guidance or feedback throughout the quarter.

    🏆 Benefits and Outcomes

    • Improved clarity on personal priorities and professional ambitions
    • Greater control over one’s wellness and career path
    • Increased focus, productivity, and satisfaction
    • A growth-oriented workplace culture rooted in intentional development
    • Contribution to SayPro’s goal of cultivating high-performing, well-balanced teams

    📌 Conclusion

    SayPro’s “Set and Refine Goals” initiative transforms aspirations into structured actions, equipping employees with the tools to define and pursue what truly matters. With SMART goals as their compass, employees embark on a developmental journey that is personalized, purposeful, and fully supported by the SayPro Development Royalty framework.

    This approach not only enhances individual performance—it also drives collective excellence across the organization.