How to Use the Return‑to‑Work Planning Checklist.
This checklist maps every critical step, first‑aid response, insurer notifications, GP reviews, suitable‑duties planning, weekly check‑ins, and final debrief, onto a clear timeline, helping small businesses coordinate medical, managerial and insurer tasks without missing a beat. It’s designed to be flexible: you can add, remove or reorder items to suit each case while still following best‑practice sequencing.
The checklist keeps you on track from day one of an injury through to full duties.
- Print or copy to Excel – set target dates and assign each task to a person so nothing slips through the cracks.
- Link to supporting tools – attach the calendar‑reminder file, capability forms, and communication scripts to the relevant steps for easy access.
- Review after every claim – tick completed items, note any delays, and refine the checklist to make the next return‑to‑work smoother.
