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Safety Management Plan

Keep your workplace and employees safe at all times with a dedicated safety management plan.

Safety Management Plan Template

• Eliminate paperwork with digital checklists
• Generate reports from completed checklists
• Free to use for up to 10 users

A safety management plan aims to ensure that all safety measures needed for a project are in place and implemented appropriately. With this safety management plan template, businesses should be able to identify points for improvement and do the following:

• Check if management personnel are carrying out their designated responsibilities
• Ensure all communication lines are known to all
• Manage risks and hazards that can harm staff
• Attach photo evidence of issues and noncompliance with safety standards
• Assign corrective actions for issues spotted to the correct personnel

After, you can export your plan and subsequent reports in PDF, Word, Excel, or Weblink formats for easy sharing outside of your team or organization.

What is a Safety Management Plan?

A safety management plan (SMP) is a document that outlines the specific safety procedures and arrangements necessary for a project or activity. It is an essential aspect of maintaining an efficient safety management system as it helps define responsibilities, objectives, emergency response plans, and communication channels.

Importance and Benefits

A safety management plan serves as the cornerstone of any organization’s commitment to safety. It outlines the strategies, protocols, and procedures to follow to safeguard employees, assets, and the environment. Specifically, it aims to help with the following :

• Enhancing workplace safety and reducing injuries and illnesses
• Ensuring regulatory compliance with internal and legal safety requirements
• Identifying hazards and threats to employee safety
• Mitigating risks and addressing them
• Reporting and documenting incidents, hazards, and risks

Having a safety management plan can also help streamline and improve operations and organizational management. As it outlines all safety procedures, it can also help in designating necessary point persons in case of emergencies, as well as the roles and responsibilities of each one.

What to Include in a Safety Management Plan

Different organizations have different safety procedures to follow. However, a typical safety management plan contains fields for the following:

• Name of person preparing the plan and their personnel
• Management responsibilities
• Communication channels to use
• Enforcing and implementing emergency procedures
• Presence of Job Hazard Analysis (JHA) sheets
• Observing for hazards present and identifying the mitigation measures for them
• Observed safety breaches, if any
• Additional notes and recommendations

Here is a sample safety management plan in use for reference:

Site Safety Management Plan Sample Report | SafetyCulture

FAQs about Safety Management Plans

What are the most common uses for a safety management plan.

A safety management plan is often used for construction and manufacturing, but it can come in different forms for different industries. Some of the most common uses include the following:

• Managing food safety
• Conducting risk assessments in hospitals, laboratories, and the like
• Ensuring immediate environment is safe for use and safe to all

What is the difference between a safety management plan and a safety management system?

A safety management system helps direct the framework for safety management as a whole in an organization. On the other hand, a safety management plan is more specific and is best suited for teams and groups. They often work together as they both aim to improve workplace safety.

Who manages the safety management plan in an organization?

Typically, it is the business owner’s, principal contractor’s, or manager’s responsibility to manage a safety management plan. However, in some cases, there can be dedicated safety personnel for the job. Team leaders are also involved in the process.

Create and Implement an Efficient Safety Management Plan with SafetyCulture

Having a safety management plan is essential for all workplaces, and the best way to have one is with the use of a digital platform. By going digital, you can save time on managing paperwork and sorting and distributing them to your workers, making it easier to focus on things that matter.

One digital solution that can help you is SafetyCulture (formerly iAuditor) , a mobile-ready auditing and operations platform. With SafetyCulture’s range of safety management plan templates in the Public Library , you are sure to find the right one for your needs. Each safety management plan template can be edited as you see fit, then replicate and use as many times as you need. You also have the option to create your own from scratch or upload existing ones for SafetyCulture use. All plans and reports will then be stored in the cloud for easy access anytime and anywhere, along with modifiable access controls for each file to ensure privacy.

Additionally, you can also do the following:

• Raise issues spotted during safety inspections and create corrective actions for them
• Communicate with your organization or team altogether with a Heads Up
• Train staff on proper safety procedures to follow
• Monitor assets to be used and ensure they are in safe working order
• Read sensor data and integrate them into your plans when inspecting worksites
• Keep track of lone workers on-site with SHEQSY by SafetyCulture
• View data at a glance with Analytics
• Share your plans by exporting them in PDF, Word, Excel, and Weblink formats

Try SafetyCulture for free today!

Related Safety Management Plans

Monthly construction site safety management checklist.

Conduct monthly safety inspection site visits with this checklist to ensure your construction site and project are proceeding safely and smoothly. Keep track of compliances and hazards spotted in one place.

Process Safety Management Checklist

This process safety management checklist is a brief overview of the 14 PSM elements. It can be used by chemical safety managers to evaluate if a site or organization is ready for developing a PSM program.

Roselin Manawis

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How to Write a Company Health & Safety Plan

As an OSH professional, part of your job is to create a health and safety plan for your company. With so many stakeholders - employees, mid-level managers, company leadership—this may seem like quite a challenge.

Developing a plan isn't just about complying with safety standards. A safety plan is a document that outlines your company's values and beliefs about safety.

Even if a company isn’t legally obligated to create a policy, having one signals that your company cares about your employees’ well-being.

Developing a plan is also a step toward creating a safety culture in your workplace. Research shows that creating a positive culture around workplace safety reduces injuries and increases productivity.

So, let’s review the steps of creating a company health and safety plan.

Identify the Hazards & Risks

The first step is to create a plan to identify the hazards and risks your employees face. Common hazards include:

• Physical: such as slips and falls or noise factors.
• Chemical: a substance that can harm workers.
• Biological: tend to involve bacteria or viruses that employees might handle as part of their work or that employees might have themselves.
• Ergonomic: include repetitive movements and body positioning relative to the equipment (e.g., a person who works on a computer most of the day).

To identify hazards and risks, review past incidents to identify injury patterns that can reveal risks.

Thoroughly review the workplace to identify risks and hazards.

You can also interview employees, review equipment manuals and contact trade associations for further insight.

Also, be sure to survey your organization's leadership. Asking these eight questions is a great way to engage them in this process.

Doing this early on involves leaders in the process and can help solidify their commitment to improving workplace safety. This is critical to creating a safe workplace culture.

Essential Plan Elements

After gathering information from the risk assessment, start outlining the health and safety plan.

Start with the required elements. What are the state and federal requirements? What about requirements from insurance carriers and workers’ compensation?

OSHA hosts a database of industry-specific laws and regulations that will make research much easier.

The database also addresses federal regulations regarding hazardous materials such as oxygen, hydrogen and flammable liquids.

General Plan Structure

As a starting point, the general structure of the written plan should at address the legal requirements already described.

To extend the plan to creating a safety culture, your plan should include these elements.

What does your organization want to accomplish by having this plan? This part of the written plan is an excellent opportunity to demonstrate the company's commitment to creating a safe and productive work environment.

In the budget, include equipment replacement costs, injury costs, employee incentives, and meeting or training costs. Be sure to include costs for workers’ salaries during the training, and any food and beverage costs.

In the budget, also note whether the company needs additional hires to implement the policy or costs related to the safety committee.

A sound company safety plan identifies who is responsible for what actions and explains how those people will be held accountable.

The more specific the plan, the less room there is to misinterpret the policy.

Incident Reports

The safety plan should document step-by-step what happens in case of an emergency. It should detail who is responsible for writing incident reports and conducting incident investigations.

Be sure to give special considerations to how the company might remedy the situation so it doesn't happen again.

Education & Training

Develop a training schedule for current employees, new employees and transfers. This schedule should include training related to new equipment, and ongoing training to review specific policies and procedures.

State how often the company will review and potentially revise its health and safety plan. Indicate who is responsible for review and revision.

Plan Implementation

Implementation is the most important part of the written plan.

A company’s health and safety plan should document how and when employees will be trained. What's the training schedule? How will new hires be trained?

It should also explain training procedure that apply if an employee transfers between departments.

The plan must also show which positions are responsible for what. For example, who is responsible for visiting job sites or conducting inspections to ensure compliance? How often will inspections occur? How will employees be incentivized or disciplined? What happens when an employee violates the policy two times, three times, four times? What is the process to document violations and retrain employees? At what point does violating the policy result in termination?

These are just some questions to consider when writing your health and safety plan.

Start a Safety Committee

One way to implement the plan is to start a safety committee.

Besides sending the message that your organization takes safety seriously, forming a committee creates an opportunity to bring stakeholders together to discuss and address prevailing concerns.

It also ensures that the health and safety plan is a living document that does not simply sit on the shelf until an emergency occurs.

Finally, the plan may reveal opportunities for improvements, so it is important to define how and when will they be handled. For example, if several injuries are related to installing flooring, how and when will that issue be remedied?

Write a Plan That's Clear & Concise

Writing a health and safety plan can be the first step in creating a workplace safety culture.

Your policy must have the buy-in from leadership and employees alike, and it must reflect the company's attitudes and beliefs around workplace safety.

That's not an easy task.

To craft a strong policy, check out our course on technical writing for the safety professional. It's designed to help you produce clear, concise writing that you can apply to your organization’s health and safety plan, as well as any document you create as part of your job.

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  Written Safety Plan

  

  Is your job involved in managing the safety and security of a particular group or establishment? If it is, then this is the right place for you. Most likely, you have been creating and developing safety plans in a modern way, given that technology has made life easier for us. But, did you ever consider doing a written safety plan? You might be thinking that a written safety plan would be too time-consuming, but it has its advantages also.

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  What Is a Written Safety Plan?

  Today, safety plans are essential because of the unpredictability of events. We will never know what’s going to happen even if we are just doing the simplest things. It covers different types of safety, such as job site safety, personal safety, employee safety, and health safety . It ensures that people will be safe and secure wherever they go and whatever they do. As a professional in safety assessment , you have the skills and knowledge in making a safety plan document and its contents with the use of technology, but did you ever consider doing it in the old way?

  A written safety plan is a type of safety document that its contents are written using a pen or pencil. It has been very scarce these days because almost everything is computerized, from letters to process documents . It is not questionable, given that many technological breakthroughs make everything we do faster and easier. Of course, as an individual that prefers doing it the easy way, we would always choose computers over pen and paper. We might think that writing a safety plan in the old way can take up too much of our time, but it is an advantage since we can ensure that we can write every bit of information that a safety plan needs wherever we go. Written safety plans are the first forms of a safety plan document, and it is old but gold.

  How To Create a Written Safety Plan

  A survey from PR Newswire revealed that 75% of people in the business industry prefer using pen and paper in taking notes. It is a traditional way of writing since it’s easier to remember certain information when you write it down. The same goes for a safety plan; writing it using pen and paper can help in remembering things much easier. This section contains the steps and guidelines that will help you craft a well-written safety plan.

  1. Pen Quality Is Essential

  Before you write your safety plan, make sure that your pen has excellent quality and is in good condition. It is going to help you write clearly and fluently so that the audience can immediately read what you write. Pens with blotchy ink can make the safety plan document look dirty and unprofessional. Also, make sure to bring an extra pen in case the one you’re using malfunctions.

  2. Always Bring an Eraser or Correction Ink

  Erasers and correction inks are essential as you write your safety plan. Mistakes often happen in writing, so it is necessary to bring erasers or correction inks with you. It is useful in erasing written errors so that your safety plan is void of any mistakes. But, always remember, even though you have the tools in correcting your mistakes, it does not mean that it is okay to have mistakes in your safety plan.

  3. Keep a Good Penmanship

  In writing your safety plan, make sure that you keep neat penmanship. It is essential so that the reader can easily read and understand the contents of your safety plan. Always keep in mind, a safety plan is a document that assesses the safety and security of a person or an establishment. So, as you write, your penmanship should be clean and readable so that specific actions would be immediately made if there are any concerns that might endanger the safety of a person.

  4. Be Descriptive of Your Safety Plan

  As you write your safety plan, you should be descriptive in writing its information. Descriptive writing provides the reader with a better picture of what you’re trying to say in your safety plan. It helps the reader quickly understand and comprehend the information you have written in your safety plan. Because of it, solutions will be immediately given to take care of the risk factors that endanger the safety of an individual. For example, if you are writing a safety plan in the construction site of a warehouse, you can write something like: “There should be safety signs placed around the area so that workers and passers-by will be aware of the hazards that might cause accidents.”

  What methods should I include in a company safety plan?

  The methods you can include in a company safety plan can be hazard identification, employee training assessments, safety practices, etc. It can also depend if your company plan is site-specific such as production areas, parking lots, or electricity rooms.

  How can I report my written safety plan?

  You can report your safety plan by summarizing its contents into a safety report . You can also report it through presentations so that each concern in your safety plan can be thoroughly discussed.

  Should I also include the persons responsible for assessing each method in my safety plan?

  Yes, you must point out who is responsible for each method in your safety plan. In that way, employees will know who they will approach once a particular situation rises.

  When you write a safety plan, think of it as written communication between you and the hazardous objects or risky practices that will put the safety and security of an individual at risk. If it is up to your liking, you can make use of the sample documents in this article as you write your safety plan. You must make sure that your written safety plan covers all the methods that will keep a person safe. Technology may have made the process of creating safety plans much more comfortable, but nothing beats the art of writing it using pen and paper.

  

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  Create a study plan for final exams in high school

  Develop a project timeline for a middle school science fair.

  Dashpivot article – Occupational Health and Safety Plan

  

  Occupational Health and Safety Plan

  What is an occupational health and safety plan.

  An Occupational Health and Safety (OHS) Plan is a comprehensive approach aimed at ensuring the safety and health of employees within a working environment.

  The plan sets out processes and practices to help prevent injuries, illnesses, and fatalities on the job.

  Its emphasis is on proactive measures to identify and manage workplace hazards, thereby reducing risks.

  This breakdown of occupational health and safety plans below is relevant to construction and industrial style companies, while there is some overlap with other industries, we’ll be focusing on its relevance to built world companies.

  What is the purpose of an Occupational Health and Safety Plan?

  The purpose of an Occupational Health and Safety Plan is the prevention of workplace injuries, illnesses, and fatalities. Here are the main objectives and purposes of an OHS Plan:

  • Protection of Workers: At its core, the primary purpose of an OHS Plan is to protect employees and other individuals at the workplace from potential hazards that could harm them physically, mentally, or emotionally.
  • Compliance with Legislation: Many countries and regions have laws and regulations governing workplace health and safety. An OHS Plan helps ensure that an organisation is compliant with these regulatory requirements.
  • Identification of Hazards: The plan provides a systematic approach to identifying potential dangers in the workplace, from machinery operations to chemical exposures to ergonomics.
  • Risk Management: Beyond identifying hazards, the plan outlines measures to assess, prioritise, and mitigate risks associated with these hazards.
  • Emergency Preparedness: The plan ensures that there are protocols in place to handle unexpected events, such as fires, chemical spills, or natural disasters, thereby reducing potential harm.
  • Promotion of a Safety Culture: A well-documented and communicated OHS Plan fosters a culture where safety is valued and prioritised, encouraging employees at all levels to participate actively in safety initiatives.
  • Reduction in Economic Costs: Injuries, illnesses, and accidents can be expensive in terms of medical costs, compensation, lost workdays, and reduced productivity. An OHS Plan helps reduce these economic impacts.
  • Enhanced Reputation: Organisations that prioritise safety and have a robust OHS Plan in place are viewed more favourably by employees, customers, partners, and the general public.
  • Continuous Improvement: The plan provides mechanisms for regular reviews, audits, and feedback, facilitating a process of ongoing improvement in safety standards and practices.
  • Training and Awareness: The OHS Plan ensures that employees are adequately trained and aware of potential workplace hazards and know how to protect themselves.
  • Clear Communication: It sets clear lines of communication regarding safety concerns, reporting mechanisms, and responsibilities, ensuring that everyone knows what's expected of them.
  • Legal Protection: In the unfortunate event of workplace incidents, having a comprehensive OHS Plan can offer legal protection to organisations, showing that they had taken due diligence in providing a safe work environment.

  In essence, an Occupational Health and Safety Plan for construction is a proactive approach to ensure the wellbeing of everyone in a workplace, aiming to prevent accidents and illnesses before they occur, and is a vital component of responsible organisational management.

  How should you document an Occupational Health and Safety Plan

  Here's a structured approach to documenting an OHS plan for construction activities:

  • Purpose of the OHS plan.
  • Scope (covering which areas, departments, or activities).
  • Objectives and goals.
  • A formal statement by senior management outlining the organisation's commitment to health and safety.
  • Clearly define the responsibilities of everyone from senior management to individual employees.
  • Include any dedicated safety roles, like Safety Officers or Safety Committee members.
  • Detailed procedure for identifying hazards.
  • Methodology for assessing the risks associated with those hazards.
  • Procedures to eliminate or mitigate identified risks.
  • Hierarchy of control measures: elimination, substitution, engineering controls, administrative controls, and personal protective equipment (PPE).
  • List of required training programs.
  • Schedule for regular training and refresher courses.
  • Procedure for documenting training and maintaining records.
  • Detailed plans for various emergency scenarios (e.g., fire, chemical spills, medical emergencies).
  • Evacuation routes and assembly points.
  • Contact details for emergency services.
  • Inspection schedules and procedures.
  • Health surveillance programs (if required).
  • Process for regular review of the OHS plan's effectiveness.
  • Procedures for reporting incidents, accidents, or near misses.
  • Steps for conducting investigations.
  • Corrective action processes.
  • Mechanisms for sharing safety-related information.
  • Procedures for addressing concerns or feedback from employees.
  • List of essential safety records.
  • Procedures for maintaining, storing, and accessing these records.
  • Reference to applicable laws, regulations, and standards.
  • Procedures to ensure ongoing compliance

  Once the Occupational Health and Safety plan is documented, it should be shared throughout the organisation, ensuring all employees have access to it. Regularly review and update the document, especially after significant changes in operations, after incidents, or when new information becomes available.

  To see a construction safety plan template , see the example here.

  See an example of how you could document an Occupational Health and Safety plan for construction and industrial style work below.

  

  Use this digital Occupational Health and Safety Plan template

  Use a digital occupational health and safety plan.

  A digital health and safety plan template can help to request, record and action Occupational Health and Safety plans.

  This occupational health and safety plan form comes standardised with sections and field identify risks and potential hazards, set control measures, set roles and responsibilities and what training is necessary.

  Customise the occupational health and safety plan with any extra fields, sections or signatures you need with the drag and drop form builder.

  Capture signatures via manual eSignatures on mobile or tablet, or fully contactless signing via scanning of digital IDs.

  Build automated workflows for Occupational Health and Safety Plans

  An Occupational health and safety plan app offers a modern solution to traditional challenges faced in health and safety management - by digitising and centralising safety-related functions, you can enhance the effectiveness and efficiency of health and safety practices.

  Create workflows to easily queue new projects or work, complete safety plans and then get approval signoff needed for compliance.

  Give your team access to occupational health and safety plans on site via their mobile or tablet so they're always aware of what safety concerns they need to be following.

  Attach photos and videos or risks and hazards directly to your health and safety reports with automatic timestamps, geotagging, photo markup and smart tags.

  Get detailed analytics on project, team and site safety in the Analytics Dashboard to find ways to keep your employees safer.

  

  Safe Work Procedure template

  Keep people following safe every day work procedures, with ease.

  

  Site Specific Induction template

  Speed up your site induction process to keep people and projects moving forward quickly - and in an organised manner.

  

  Weekly Safety Inspection Checklist template

  Get your weekly safety inspections done easier and faster, and then keep them all organised and easily searchable.

  Sitemate builds best in class tools for built world companies.

  

  About Nick Chernih

  Nick is the Senior Marketing Manager at Sitemate. He wants more people in the Built World to see the potential of doing things a different way - just because things are done one way doesn't mean it's the best way for you.

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  Safety Plan Template

  How to create a safety plan.

  Safety plans are important to avoid workplace injuries; this template can help you get started on one. OSHA does not require you to have a safety plan but recommends it. The general format of a safety plan begins with a safety commitment statement. A safety plan will help to encourage the company to work with safety as a priority.

  Why Do I Need a Safety Plan?

  Imagine starting a job at a chemical plant. On the first day, you receive no training and no warning about the dangers you will face when entering work. The likelihood that you will mishandle chemicals, or burn yourself or someone else is higher than it would be with a safety plan in place. A safety plan is part of a program that educates, trains and prepares employees to handle hazards within their workplace.

  A well-established safety plan will help to reduce the chance of injury and illness in the workplace. As a result of this, it will also lessen the chance of violations and fines. It may be necessary to have many safety plans within your workplace if there are different types of hazards that you need to address. On top of that, there are certain safety training topics that need hands-on training to fulfill training requirements. Implementing safety plans can help to provide that hands-on experience.

  Does OSHA Require My Workplace to Have a Safety Plan?

  OSHA does not require your workplace to have a safety plan. However, federal law enforces OSHA regulations and guidelines for each individual workplace.

  A safety plan is the most effective way for you to assess your workplace’s ability to comply with these regulations put in place by OSHA.

  OSHA guidelines and regulations can help you develop an effective safety plan based on what they require. All Safety Provisions safety plan templates follow OSHA standards for each work industry.

  General Safety Plan Format

  Organization and labeling are key when it comes to the layout of your safety plan. This makes it easy to navigate by all personnel in the workplace.

  • The cover page – This is simply a page containing the company name and logo, along with the title of the safety plan. This is an official component but provides no additional information.
  • Table of contents – This page contains the page number of subsequent sections and subsections.
  • Introduction – The introduction is usually the smallest section of the safety plan and includes the purpose of the safety plan. It is generally a statement of the company’s commitment to safety and what the safety plan seeks to accomplish. There can also be a reference list that contains the OSHA regulation(s) with which the safety plan seeks to comply.
  • The safety program – This should be the largest section of the safety plan. It contains the procedures and resources necessary for guaranteeing safety when working with or around a particular hazard. Each aspect can be divided into subsections. For example, in a safety plan for fall protection, it would be good to provide subsections for guardrails and fall arrest systems.
  • Appendixes – The appendix can contain any additional information or statements that should be included in a safety plan. A good example is training requirements and topics. This may look like a statement that explains the company’s commitment to training its employees on the program components would be a good start.
  • Signatures of trained employees – This section is simply a list with spaces for an employee’s name, title, signature, and date that they completed the training. This is a good section to have to keep track of when employees were trained according to the safety plan.

  General Components of a Safety Plan

  Every safety plan is different.

  Depending on the nature of the workplace, the individual components addressed within a safety plan will be different. This also means that not every safety plan will contain all the components discussed above. To help give you some direction on what to include in your safety plan, some general components of an effective safety plan are:

  • Company policy concerning safety and health in the workplace
  • Roles and responsibilities of each employee
  • Employee information and training
  • Description of hazardous tasks (both routine and non-routine)
  • Definitions of key terms included in the safety plan
  • Sections for each industry

  Additional Support

  More resources.

  Safety Provisions provides some templates and sample safety plans. Our online training program is a great way to stay safe and stay OSHA Aligned. OSHA also provides some sample safety plans and guidelines on their website.