A practical guide for conducting a structured policy review, from clarifying purpose and gathering perspectives to identifying gaps and planning improvements.

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Policy Implementation Scorecard

A quick assessment tool to help faculties identify where they are in the policy implementation pathway and where further development may be needed.

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Policy Review Survey

A pulse-check survey for understanding how policies are working in practice and how they affect fairness, inclusion, wellbeing, and workplace culture.

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Wellbeing Filters and Lenses

A collection of complementary filters and lenses to help identify potential impacts on wellbeing, equity, accessibility, participation, culture, sustainability, and human values.

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Create Sustainable, Supportive, and Inclusive Spaces

Prioritizing Health-Promoting Space Needs

A framework for prioritizing space improvements by considering foundational needs alongside longer-term goals for inclusion, wellbeing, and connection.

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Health-Promoting Spaces: Wellbeing, Inclusion, and Accessibility Summary

A one-page reference highlighting key considerations for creating accessible, inclusive, restorative, safe, and adaptable spaces.

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Health-Promoting Spaces Audit Checklist

A practical checklist for reviewing accessibility, inclusion, wellbeing, safety, culture, and sustainability across learning and work environments.

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Sample Questions to Explore Health-Promoting Space Needs

A set of questions to help explore space-related needs and experiences through interviews, focus groups, walkthroughs, or surveys.

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Supportive Spaces Action Planning Template

A practical template for turning observations, audit findings, and feedback into prioritized actions and longer-term improvements.

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Quick Wins for Supportive Spaces

Practical, low-cost ideas for improving accessibility, inclusion, wellbeing, safety, and the day-to-day experience of shared spaces.

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Additional Tools and Approaches for Health-Promoting Spaces

A collection of tools and approaches for assessing spaces, engaging users, planning improvements, and supporting continuous improvement.

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DRP Guide to Clinical Accommodations in UME

A practical guide to clinical accommodations in undergraduate medical education, with guidance for supporting learners and addressing accessibility needs in clinical settings.

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Modernizing Health Care for Accessibility

A resource inventory featuring guidance, assessment tools, and training materials to help health care organizations improve physical accessibility and reduce barriers to care.

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Foster Health-Promoting Medical Communities and Culture

Everyday Practices that Support Health-Promoting Culture

Practical examples of everyday interactions, communication practices, and team behaviours that can strengthen psychological safety, respect, inclusion, and wellbeing in academic medicine.

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Tend Toolkit: Hot Walk & Talk

A simple three-step protocol for supporting someone after a difficult, upsetting, or traumatic event when there has been no physical injury or shock.

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Reflective Debriefing Approaches

Guidance for using structured or semi-structured debriefing to support reflection, learning, teamwork, wellbeing, and continuous improvement.

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Trauma-Informed Teaching Principles

Principles for creating learning and work environments grounded in safety, trust, collaboration, empowerment, and cultural awareness.

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Reflecting on the Hidden Curriculum

Reflection prompts to explore the informal messages, behaviours, values, and cultural norms that shape experiences within learning and work environments.

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Reflecting on Psychological Safety in Teams

Reflection questions and practical examples to help teams consider how trust, inclusion, communication, and shared accountability influence psychological safety.

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Additional Tools and Approaches for Health-Promoting Culture

A collection of additional tools, practices, and approaches that can support psychological safety, learning, inclusion, wellbeing, and organizational culture.

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Infographic: What is a Kind, Compassionate, and Respectful Culture?

A visual resource highlighting the characteristics and practices that contribute to a kind, compassionate, and respectful culture.

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Infographic: Nine Organizational Strategies to Promote Wellbeing

A visual overview of nine organizational strategies that can help institutions promote wellbeing across their environments, systems, and practices.

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Encourage, Support and Sustain Meaningful Personal Development

Personal Development Action Planning Template

A practical template for identifying areas for growth, current strengths and supports, goals, and achievable actions related to personal or professional development.

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Difficult Conversations Practice Tool

A reflection and preparation tool to support thoughtful, respectful, and psychologically safe conversations involving feedback, conflict, workload, boundaries, wellbeing, and team dynamics. Preview | Download

Peer Reflection Circle Guide

A guide for creating structured opportunities to reflect on experiences, share perspectives, and strengthen connection, communication, wellbeing, and personal development in a psychologically safe environment.

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Using Nominal Group Technique to Tackle Wicked Problems in Healthcare Culture

A structured, inclusive, and action-oriented approach for using the Nominal Group Technique to explore complex healthcare culture challenges, generate ideas, and build consensus on priorities.

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Facilitator Script for Nominal Group Technique (NGT) Session

A ready-to-use facilitator script for guiding a 75-minute Nominal Group Technique session focused on creating thriving medical communities and culture.

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External Resources & Further Reading for Personal Development

A collection of Canadian medical education, physician wellbeing, leadership, professional development, and mental health resources to support ongoing personal and professional growth.

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Review, Develop, and Strengthen Faculty Health Services

Faculty Health Services Inventory and Mapping Tool

A practical tool to help faculties map existing health services, supports, and initiatives and identify opportunities for stronger coordination and integration.

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Faculty Health Services Self-Assessment Checklist

A checklist to help faculties assess the accessibility, coordination, and effectiveness of existing health services and identify areas for improvement.

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Examples of Health Service Supports and Initiatives

A collection of examples to help faculties consider the range of health service supports and initiatives that can contribute to a health-promoting environment.

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Collaborate & Invest in Continuous Quality Improvement and Evaluation

Infographic: Continuous Improvement Learning Cycle

A practical roadmap for learning, action, and sustained improvement in Faculties of Medicine.

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Continuous Improvement Planning Template

A practical template for identifying improvement opportunities, planning responses, monitoring progress, and capturing learning over time.

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We Asked, We Heard, We Did Template

A structured template for communicating how feedback, evaluation findings, and lived experiences inform decisions and improvement efforts.

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Measurement Quick Guide

A quick reference for matching evaluation questions with appropriate measures and approaches.

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Building a Balanced Measurement Approach

A guide to combining wellbeing, implementation, engagement, culture, and lived-experience measures to understand whether conditions are improving.

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Commonly Used Wellbeing Measures in Academic Medicine

A quick reference to commonly used measures of wellbeing, burnout, professional fulfillment, and related concepts in academic medicine.

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Developed by the AFMC’s Culture of Academic Medicine Initiative (CAMI)

We welcome your feedback to help improve future versions of the toolkit.

Questions, suggestions, and corrections are always appreciated.

Wellbeing Matters: An Okanagan Charter Implementation Toolkit ⋅ Version 1.0 ⋅ September 2026