Occupational Health And Safety Manager Templates
There is a huge number of templates that someone in the Occupational Health And Safety Manager role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Occupational Health And Safety Manager. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Incident Report Template
2. Safety Inspection Checklist Template
3. Training Needs Assessment Template
4. Emergency Response Plan Template
5. Risk Assessment Template
6. Safety Meeting Agenda Template
7. Safety Performance Dashboard Template
8. Safety Audit Checklist Template
9. Hazard Identification Template
10. Safety Policy Template
Reports
Reports are often prepared by a Occupational Health And Safety Manager to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Incident Report
2. Safety Inspection Report
3. Hazard Identification Report
4. Training Compliance Report
5. Near Miss Report
6. Workers’ Compensation Report
7. Safety Performance Report
8. Emergency Preparedness Report
9. Safety Committee Meeting Minutes
10. Health and Wellness Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Occupational Health And Safety Manager does and how they do it.
1. Incident Investigation SOP
2. Hazard Identification and Risk Assessment SOP
3. Emergency Response Plan SOP
4. Safety Training and Orientation SOP
5. Personal Protective Equipment (PPE) SOP
6. Workplace Inspection and Audit SOP
7. Safety Committee Meeting SOP
8. Safety Communication and Reporting SOP
9. Safety Performance Monitoring and Evaluation SOP
10. Safety Policy and Procedure Development SOP
Presentations
Occupational Health And Safety Manager presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Incident Report Template
2. Safety Training Presentation Template
3. Emergency Response Plan Template
4. Workplace Hazard Assessment Template
5. Safety Performance Review Template
Legal Docs
There are several key times when a Occupational Health And Safety Manager needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Incident Report Template
2. Safety Inspection Checklist Template
3. Hazard Identification and Risk Assessment Template
4. Safety Training Attendance Sheet Template
5. Emergency Response Plan Template
Health & Safety Templates
Health & Safety templates for a Occupational Health And Safety Manager ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Training Attendance Record Template
5. Emergency Response Plan Template
Calendars
Setting up Occupational Health And Safety Manager calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Training Calendar
2. Safety Inspection Calendar
3. Incident Reporting Calendar
4. Equipment Maintenance Calendar
5. Emergency Preparedness Calendar
Invoice Templates
Several types of Occupational Health And Safety Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Safety Training Invoice
2. Safety Equipment Purchase Invoice
3. Occupational Health Consultation Invoice
4. Safety Audit and Inspection Invoice
5. Safety Incident Investigation Invoice
Survey Templates
For a Occupational Health And Safety Manager to get insights related to the work they do, they need to send out Occupational Health And Safety Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Employee Safety Perception Survey
2. Workplace Hazard Identification Survey
3. Safety Training Effectiveness Survey
4. Incident Reporting and Investigation Survey
5. Safety Culture Assessment Survey
Meeting Agendas
Having premade Occupational Health And Safety Manager meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Safety Committee Meeting
2. Incident Review Meeting
3. Training and Education Meeting
4. Emergency Preparedness Meeting
5. Compliance and Audit Meeting
Budget Templates
To manage finances well, a Occupational Health And Safety Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Budget Template
2. Training and Development Budget Template
3. Equipment and Maintenance Budget Template
4. Compliance and Regulatory Budget Template
5. Emergency Preparedness Budget Template
Dashboards
Dashboards are a useful way for a Occupational Health And Safety Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Incident Dashboard
2. Compliance Dashboard
3. Training Dashboard
4. Risk Assessment Dashboard
5. Safety Performance Dashboard
Proposal Templates
For bidding or requesting work, a Occupational Health And Safety Manager needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Safety Training Proposal
2. Workplace Hazard Assessment Proposal
3. Emergency Response Plan Proposal
4. Safety Equipment Procurement Proposal
5. Health and Wellness Program Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Occupational Health And Safety Manager templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.