Safety Officer Templates

Safety Officer Templates

There is a huge number of templates that someone in the Safety Officer 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 Officer. 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. Risk Assessment Template
9. Safety Performance Dashboard Template
10. Safety Policy Template

Reports

Reports are often prepared by a Safety Officer 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. Safety Performance Report
7. Emergency Preparedness Report
8. Safety Audit Report
9. Safety Meeting Minutes
10. Safety Equipment Inventory 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 Safety Officer does and how they do it.

1. Emergency Response Plan SOP
2. Hazard Communication SOP
3. Personal Protective Equipment SOP
4. Lockout/Tagout SOP
5. Confined Space Entry SOP
6. Fall Protection SOP
7. Electrical Safety SOP
8. Machine Guarding SOP
9. Fire Prevention and Protection SOP
10. Chemical Handling and Storage SOP

Presentations

Safety Officer 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 Safety Training Presentation
2. Incident Investigation Report Presentation
3. Safety Performance Review Presentation
4. Emergency Response Plan Presentation
5. Safety Awareness Campaign Presentation

Legal Docs

There are several key times when a Safety Officer 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. Training Attendance Sheet Template
4. Safety Meeting Minutes Template
5. Hazard Assessment Template

Health & Safety Templates

Health & Safety templates for a Safety Officer 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 Register Template
5. Emergency Evacuation Plan Template

Calendars

Setting up Safety Officer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Training Calendar
2. Inspection Schedule Calendar
3. Incident Reporting Calendar
4. Safety Meeting Calendar
5. Equipment Maintenance Calendar

Invoice Templates

Several types of Safety Officer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Safety Inspection Invoice
2. Safety Training Invoice
3. Safety Equipment Purchase Invoice
4. Safety Consultation Invoice
5. Safety Audit Invoice

Survey Templates

For a Safety Officer to get insights related to the work they do, they need to send out Safety Officer 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 Officer 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. Safety Audit Meeting
5. Emergency Preparedness Meeting

Budget Templates

To manage finances well, a Safety Officer 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. Safety Equipment and Supplies Budget Template
4. Emergency Preparedness Budget Template
5. Compliance and Regulatory Budget Template

Dashboards

Dashboards are a useful way for a Safety Officer 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 Officer 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 Officer 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.