Small-to medium-sized practitioners (SMPs) juggle numerous responsibilities, which can impact physical and mental health. SMPs don’t need to be mental health experts, but it is crucial to recognize potential issues in themselves and their staff to help guide employees to the help they might need.
This toolkit is designed to support the mental well-being of SMPs as both leaders and employees. With articles, webinars, and guides to help with organizational strategies, leading others, and leading self, this toolkit supports SMPs in creating healthy workplaces.
Disclaimer: This resource was prepared by CPA Assist as non-authoritative guidance. CPA Assist does not accept responsibility or liability that might occur directly or indirectly as a consequence of the use or application of, or reliance, on this material. Some links lead to other websites, resources, or tools maintained by third parties over whom CPA Assist has no control. CPA Assist makes no representations or warranties regarding, and does not endorse, any linked website, the contents thereof, the information appearing thereon or any of the products or services described thereon. Links do not imply that CPA Assist sponsors, endorses, or is affiliated or associated with the entity that owns or is responsible for any linked website.
Organizational Strategies
Effective organizational strategies are the backbone of any successful team. Central to these strategies is creating a psychologically safe environment where team members feel comfortable expressing their thoughts and ideas without fear of consequences. Understanding and implementing policies and procedures that promote a proactive approach are essential.
Resources for building a healthy workplace.
A voluntary standard that provides a framework to help organizations create a psychologically healthy and safe workplace.
20 Questions for CPA Leaders
A webinar that explores psychological safety, addresses common misconceptions, and offers practical tips to foster a safer workplace environment.
A resource for teams of three or more to assess their leadership, interactions, and inclusion.
A survey to anonymously gather information and improve the psychosocial factors in a work environment.
A resource to identify and measure employee experience with psychosocial factors and hazards that may impact workers and the workplace.
A webinar bringing attention to civility in the workplace to strengthen the culture and bring the organization’s values to the forefront.
A guide for recognizing declining mental health in employees.
Resources for addressing workplace safety and ensuring preventative measures and regulations for bullying, harassment, and more.
Fact sheets on how to start a workplace health and wellness program, stress, violence, prevention, bullying, mental health, aging workers, and more.
Preventive measures, regulations, and training to minimize workplace hazards, injuries, and illnesses.
Regulations, prevention tips, and responsibilities to ensure a safe and healthy work environment.
Strategies for supervisors and managers to better respond to employees returning to work or requiring accommodation, especially when mental health is a factor.
Specific, integrated, and easy‐to‐implement strategies that address the root causes of workplace bullying.
A webinar providing a working definition of sexual harassment, resources for those being harassed, and information on how sexual harassment should be handled (policies, procedures,…
A webinar discussing warning signs to look out for amongst colleagues, how to support those in crisis, and key resources.
Resources for implementing effective hiring and retention strategies to help maintain a productive, engaged, and motivated workplace.
Tips for protecting employee psychological health throughout the employment life cycle.
Three key tips to maximize the impact of your job posting.
Resources and information to help employers to better support their CPA candidates.
Coming winter 2025.
Leading Others
Resources for managing conflict and promoting diversity and inclusion to lead effectively and create a positive and productive workplace.
Find additional courses on leadership and professional skills on the CPA Alberta portal and the CPA Saskatchewan portal.
Resources for resolving disputes and maintaining a harmonious work environment among colleagues and leaders.
Resources for leaders to improve problem solving and conflict management and resolve work issues more effectively.
Surveys and courses to help you discover your conflict style, burnout score and/or psychological flexibility score.
A course on how to effectively manage conflicts in the workplace.
A course on understanding your conflict style, learning how to handle conflicting styles, when these styles come in handy, and when they can cause issues.
Resources for better diversity and inclusion, which boosts creativity and innovation by bringing varied perspectives, improving decision-making, and enhancing employee engagement.
A webinar focusing on the individual role of being inclusive leaders even without being in a leadership position.
A resource to address discrimination and promote inclusion through policies and processes and create a positive environment that supports all employees to thrive and succeed.
A story of three CPAs from the 2SLGBTQ+ community sharing their professional journeys and how the profession has progressed in terms of diversity and inclusion.
Leading Self
Resources for enhancing mental health and wellness, fostering a thriving work-life balance to avoid burnout, and prioritizing fitness and nutrition.
Find additional courses on leadership and professional skills on the CPA Alberta portal and the CPA Saskatchewan portal.
Resources for managing stress in a productive way and reducing the risk of burnout.
Strategies to manage stress, prevent burnout, and spot warning signs and practical tools to safeguard mental well-being during busy times.
A habit tracker to manage wellness during busy season.
A webinar exploring the neuroscience behind burnout and its impact and providing strategies to manage and reduce it effectively.
A webinar about managing stress effectively, recognizing its causes and symptoms, and implementing strategies to positively strengthen your response and well-being.
Personal reflections, including strategies that have helped the writer manage personal expectations and the imperative to be perfect to avoid burnout.
Strategies to help identify risks and prevent burnout for yourself from Workplace Strategies for Mental Health.
Five strategies to help manage stress during busy or high-stress period so it doesn’t manifest into larger health problems.
Resources for prioritizing fitness and nutrition to manage stress, stay focused, and maintain the energy needed to tackle daily challenges.
Don’t forget, you can book a one-on-one physical fitness or dietary consultation to create a personalized plan to support your journey. Visit the Get Support page to book your consultation today.
A webinar with practical, science-backed nutrition tips to improve health, debunk myths, highlight facts, and explore optimal eating patterns.
An article on how nutrition influences mental, physical, and emotional well-being and how small, intentional choices can lead to big returns.
A quick and engaging video to help you refresh and re-energize with simple stretches that can be done right at a desk.
A webinar unraveling the mysteries of meal planning to transform your kitchen into a haven of efficiency and stress-free mealtimes.
A webinar explaining the essentials of starting (or restarting) your fitness journey safely and sustainably.
A webinar Exploring the scientific basis of how and why nutrition is the foundation for good mental health.
A webinar identifying five common workday challenges that prevent working professionals from making healthy choices and how to overcome those challenges.
Resources for setting boundaries at work to maintain a healthy work-life balance and sustained productivity.
A resource on setting healthy boundaries to support mental well-being, self-care, work-life balance, energy, and focus.
An article on setting boundaries to safeguard mental and physical well-being.
An article highlighting how workplace flexibility supports mental health by addressing personal needs, reducing stress, and fostering balance with boundaries.
A personal story that explores running on empty and the importance of prioritizing self‑care, offering validation and insight for those seeking to rebalance during demanding…
Resources for building resiliency and navigating challenges and thriving in both personal and professional settings.
A downloadable workbook of team-building activities to strengthen leadership skills and build team resilience.
A webinar describing a framework for leadership self-care that includes practical guidance for improving and maintaining emotional well-being.
A webinar exploring how identifying and practicing positive self-talk can enhance mood, boost performance, and support overall mental well-being.
Is there anything missing, or any aspect of this toolkit that could make it even more useful for you? We’d love to hear your thoughts—email us at contact@cpa-assist.ca.
CPA Assist provides confidential counselling services to Alberta, Saskatchewan, Northwest Territories, and Nunavut CPAs, candidates, and their immediate families. To book an appointment through CPA Assist, call 1-855-596-4222.