
Measuring BGF Impact
Is BGF really worth it — and how do I measure it?
Capture a baseline before you start and compare the same metrics over 12 months (target vs. actual). Combine multiple indicators — sick leave, presenteeism, turnover, participation — and validated instruments (WHO-5, WAI, COPSOQ) instead of just sick days.
Instruments & metrics — and how BGF-Kompass captures them
| Instrument / Metric | Measures | Standard / Source | In BGF-Kompass |
|---|---|---|---|
| WHO-5 Well-Being Index | Psychological well-being | WHO | Micro-survey, trend in the management dashboard |
| Work Ability Index (WAI) | Work ability | BAuA / Research | Periodic survey |
| COPSOQ | Psychosocial strain & work quality | Copenhagen Psychosocial Questionnaire | Standard questionnaire integrated |
| Sick Leave / Absenteeism | Days lost, sickness rate, case duration | BAuA / DGUV metrics | KPI tracking + annual report |
| Presenteeism | Working while sick, reduced performance | iga.Report | Anonymous pulse survey |
| Participation Rate | Uptake of measures | — | Tracked per measure |
| ROI | Benefit vs. cost | iga.Report / Chapman (2012) | Report metric |
Baseline first, then target-vs-actual over 12 months
Impact can only be measured if a starting value exists. Capture the metrics before rollout (baseline) and then regularly capture the same values afterward — turning a snapshot into a reliable trend.
Look at developments over at least twelve months. Seasonal effects (e.g., flu waves) distort shorter comparisons.
Combine multiple indicators — not just sick leave
Sick leave alone falls short. The measurement only becomes meaningful once you combine several indicators:
- Sick leave & absenteeism (sickness rate, case duration) — BAuA/DGUV metrics.
- Presenteeism (working while sick) — often causes higher costs than absenteeism (iga.Report).
- Turnover & early turnover — an indicator of retention and working conditions.
- Participation rate — a measure can only work if it's actually used.
Validated instruments: WHO-5, WAI, COPSOQ
Instead of building your own questions, use established, validated instruments — that way your results are comparable and scientifically sound:
BGF-Kompass captures these as short, anonymous micro-surveys and makes the trend visible in the management dashboard — always use the same questions so trends can emerge.
- WHO-5 Well-Being Index — psychological well-being (WHO).
- Work Ability Index (WAI) — work ability (BAuA/research).
- COPSOQ (Copenhagen Psychosocial Questionnaire) — psychosocial strain and work quality.
Making ROI visible
The financial effect can be roughly compared: benefit (fewer sick days, lower turnover, lower absence-related costs) against cost (time, providers, materials).
The evidence is well documented: the iga.Report and studies such as Chapman (2012) show an ROI of roughly 1:2.7 to 1:5.6 depending on the setting, along with significantly reduced absenteeism. BGF-Kompass summarizes the relevant metrics in the automatic annual report.
How BGF-Kompass makes impact measurable
BGF-Kompass connects the methodology to the ongoing process: a maturity check as the baseline, WHO-5/COPSOQ micro-surveys for experience, KPI tracking for sick leave and participation — and an automatic annual report that makes progress visible to leadership.
Related measures & topics
Key takeaways
- Baseline first, then target-vs-actual over at least 12 months — otherwise impact can't be proven.
- Combine multiple indicators (sick leave, presenteeism, turnover, participation), not just sick days.
- Use validated instruments: WHO-5, WAI, COPSOQ — comparable and scientifically sound.
- BGF-Kompass operationalizes exactly that: micro-surveys, KPI tracking, and an automatic annual report.
Frequently asked questions
Which metrics matter most?+
A combination: sick leave/absenteeism, presenteeism, turnover, and participation rate — supplemented with validated survey instruments (WHO-5, WAI, COPSOQ). Single metrics like sick leave alone are too easily distorted by seasonal effects.
How long do I need to measure before effects become visible?+
At least twelve months, because seasonal fluctuations distort shorter comparisons. What matters is a baseline value captured before the start and then always the same metrics afterward for a clean target-vs-actual comparison.
What validated questionnaires exist?+
Established options are the WHO-5 Well-Being Index (psychological well-being), the Work Ability Index (WAI) for work ability, and COPSOQ (Copenhagen Psychosocial Questionnaire) for psychosocial strain. BGF-Kompass deploys these instruments as anonymous micro-surveys.
Does workplace health promotion pay off financially?+
The evidence suggests yes: the iga.Report and studies such as Chapman (2012) show an ROI of roughly 1:2.7 to 1:5.6 and reduced absenteeism, depending on the setting. The precondition is that impact is proven through metrics, not just claimed.
Make BGF impact measurable — with BGF-Kompass
BGF-Kompass captures WHO-5/COPSOQ as micro-surveys, tracks sick leave and participation, and summarizes the development in the automatic annual report — the evidence that counts with leadership.
Sources
- iga — Initiative Gesundheit und Arbeit (iga.Report) ↗
- BAuA — Bundesanstalt für Arbeitsschutz und Arbeitsmedizin ↗
- COPSOQ Deutschland ↗
Last updated: 2026-06-17. Not legal or tax advice — have your specific case reviewed by a professional.