Safety Manager Templates

Safety Manager Templates

There is a huge number of templates that someone in the 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 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 Attendance Sheet Template
4. Safety Meeting Agenda Template
5. Hazard Identification Form Template
6. Emergency Response Plan Template
7. Safety Audit Report Template
8. Safety Performance Dashboard Template
9. Safety Training Plan Template
10. Safety Incident Investigation Report Template

Reports

Reports are often prepared by a 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. Training Compliance Report
4. Hazard Identification Report
5. Near Miss Report
6. Safety Performance Report
7. Emergency Preparedness Report
8. Safety Audit Report
9. Workers’ Compensation Report
10. Safety Committee Meeting Minutes

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 Safety Manager does and how they do it.

1. Incident Reporting SOP
2. Emergency Response SOP
3. Hazard Identification SOP
4. Safety Training SOP
5. Personal Protective Equipment SOP
6. Safety Inspection SOP
7. Risk Assessment SOP
8. Safety Communication SOP
9. Safety Audit SOP
10. Safety Policy and Procedure SOP

Presentations

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. Incident Report Presentation Template
2. Safety Training Presentation Template
3. Safety Audit Presentation Template
4. Emergency Response Plan Presentation Template
5. Safety Performance Review Presentation Template

Legal Docs

There are several key times when a 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. Employee Training Record Template
4. Safety Meeting Agenda Template
5. Hazard Assessment Template

Health & Safety Templates

Health & Safety templates for a Safety Manager ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Inspection Checklist Template
3. Training Attendance Record Template
4. Hazard Identification and Risk Assessment Template
5. Emergency Response Plan Template

Calendars

Setting up 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. Safety Meeting Calendar
5. Equipment Maintenance Calendar

Invoice Templates

Several types of 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. Safety Inspection Services Invoice
4. Safety Consultation Invoice
5. Safety Incident Investigation Invoice

Survey Templates

For a Safety Manager to get insights related to the work they do, they need to send out Safety Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Employee Safety Perception Survey
2. Hazard Identification and Reporting Survey
3. Safety Training Effectiveness Survey
4. Incident Investigation Feedback Survey
5. Safety Culture Assessment Survey

Meeting Agendas

Having premade 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 Development Meeting
4. Emergency Preparedness Meeting
5. Safety Performance Review Meeting

Budget Templates

To manage finances well, a Safety Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Employee Training Budget Template
3. Safety Equipment Budget Template
4. Incident Investigation Budget Template
5. Safety Program Evaluation Budget Template

Dashboards

Dashboards are a useful way for a 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 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. Safety Equipment Upgrade Proposal
3. Emergency Response Plan Proposal
4. Workplace Hazard Assessment Proposal
5. Safety Policy Review 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 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.