Behavior Based Safety Audit Checklist - Free PDF Template

Behavior-based safety audit checklist template

Tackle the human factor in workplace safety with our behavior-based safety audit checklist. This tool guides tkakes you through a systematic process of pre-audit preparation, direct observation of work behaviors, constructive feedback, and essential follow-up actions.

Research shows that between 80-90% of workplace accidents stem from human error, which is why behavior observation is critical for any safety program. This template focuses on both positive reinforcement and corrective actions, allowing you to build a culture where safe behaviors become second nature. Use it to identify behavioral patterns that could lead to incidents, such as improper PPE usage or procedural shortcuts, and address them before injuries happen.

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Preview of the template

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Pre-Audit Preparation

Have you reviewed the facility safety plan?

Have you identified the critical tasks and hazards?

Have you scheduled the audit with the facility manager?

Observation

Are employees following proper procedures?

Are employees wearing required PPE?

Are work areas clean and organized?

Feedback

Have you provided positive feedback to employees?

Have you identified areas for improvement?

Have you discussed the audit findings with the facility manager?

Follow-Up

Have you scheduled a follow-up audit?

Have you implemented the identified corrective actions?

Have you communicated the audit findings to all employees?

Frequently asked questions

What is the main purpose of a behavior-based safety audit checklist?

A behavior-based safety audit checklist primarily identifies and documents observable safety behaviors in the workplace. Unlike incident-focused approaches, it proactively targets the behavioral precursors to accidents, allowing you to intervene before injuries occur. The format ensures consistency across observations and helps track improvement over time.

What should you do when you observe an unsafe behavior during an audit?

Address it immediately but respectfully. First ensure the person’s safety, then have a private conversation about the behavior. Ask open-ended questions about why they chose that approach. Focus on collaborative problem-solving rather than criticism, and document both the observation and agreed-upon corrective actions for follow-up.

How should you handle resistance to behavior-based safety observations?

Address concerns transparently. Explain that observations aim to improve safety culture, not assign blame. Involve resistant individuals in the process design. Start with voluntary participation and demonstrate value through early successes. Share aggregated data showing improvements, and ensure management consistently supports the program without using it punitively.

How can you improve the feedback component of behavior-based safety audits?

Deliver feedback immediately after observations while details are fresh. You can use the “feedback sandwich” approach, where you start with positive observations, address concerns, then end positively. Ask questions rather than making statements. Be specific about both safe and at-risk behaviors observed. Focus on future improvement rather than past mistakes.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.