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Cal/OSHA workplace violence template

Cal/OSHA workplace violence template

Create an organized, compliant plan to meet California’s workplace violence prevention requirements. Document incidents and response actions clearly with this template.

Use this template
or download pdf
Cal/OSHA workplace violence template

Create an organized, compliant plan to meet California’s workplace violence prevention requirements. Document incidents and response actions clearly with this template.

Use this template
or download pdf

About the Cal/OSHA workplace violence template

If you manage employee safety in California, this Cal/OSHA workplace violence template helps you meet legal requirements while creating a safer, more organized work environment. Workplace violence includes threats, verbal abuse, and intimidation, and it can happen anywhere from hospital floors to construction sites. This template gives you an efficient way to document risks, incidents, and policies in line with compliance standards.

Key elements of a Cal/OSHA workplace violence template

Here are the template’s core components:

  • Workplace violence risk assessment: This section helps you identify where and how violence could occur, based on your specific work environment. You can document past incidents, assess high-risk areas, and involve employees in reporting warning signs. This insight is crucial for tailoring prevention strategies to your real risks.
  • Reporting procedures: You’ll outline how employees can raise concerns or report threats. This part clarifies the process, who handles the reports, and how confidentiality is maintained, which encourages early reporting and builds trust.
  • Prevention policies: This is where you document your company’s official stance on workplace violence, define unacceptable behavior, and outline steps for prevention, from environmental controls to employee conduct standards.
  • Training and communication: Detail how you educate staff on recognizing, avoiding, and responding to threats. This section also includes how you share policies and updates, making sure the plan is also well-understood.
  • Incident response and investigation plan: Finally, this part walks through what happens after an incident—immediate actions, who leads the response, how incidents are reviewed, and how lessons are integrated into future policies.

Best practices for usinga the Cal/OSHA workplace violence template

Under California’s workplace violence prevention law, most employers must now maintain a written plan that’s compliant and actionable. These best practices help you make the template a consistent part of your safety culture.

Start by customizing the risk assessment based on job roles and locations. Risks in a medical clinic aren’t the same as those in a warehouse. Update this section regularly, especially after incidents or staffing changes, so it reflects real conditions.

Make reporting easy and accessible. Train your team not just on how to report, but why it matters. Use clear language, avoid jargon, and include reporting links or QR codes if you’re going digital. 

Finally, review and revise your prevention plan as part of regular safety meetings. Don’t wait for an incident to highlight gaps. Treat this template as a working tool that you review, discuss, and improve with your team.

Standardize your workplace safety process

Download this Cal/OSHA workplace violence template today and give your team the structure they need to document and respond to workplace incidents confidently. With clear sections for assessments, reporting, and response planning, you can create consistency across teams and locations. The template is fully customizable to suit your operation’s size and risk profile, so you can adapt it to your real-world workflows.

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Preview of the template
entity_item!!!
Page 1
Workplace Violence Risk Assessment
Describe the potential for violence in your workplace
Have there been any violent incidents in the past year?
If yes, provide details on the type and frequency of incidents
Do you have a process for employees to report concerns about workplace violence?
Describe the reporting process and how it is communicated to employees
Workplace Violence Prevention Measures
Do you have a written workplace violence prevention policy?
Describe the key elements of your workplace violence prevention policy
Have you provided training to employees on workplace violence prevention?
If yes, describe the training content and who receives it
Do you have security measures in place to prevent workplace violence?
Describe the security measures you have implemented
Workplace Violence Response Plan
Do you have a plan for responding to workplace violence incidents?
Describe the key elements of your workplace violence response plan
Have you provided training to employees on the response plan?
If yes, describe the training content and who receives it
Do you have a process for investigating workplace violence incidents?
Describe your incident investigation process

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Frequently asked questions

What types of incidents does Cal/OSHA consider workplace violence?

Cal/OSHA defines workplace violence broadly. It also includes verbal abuse, harassment, threats, and intimidating behavior that happens at work or is work-related. Even incidents involving clients, patients, or former employees count. If someone feels threatened on the job, it likely falls under this regulation.

Do small businesses in California need a workplace violence plan?

Yes, unless you fall under a very narrow exemption. As of July 2024, most California employers, even small ones with 10 or more employees, must have a written workplace violence prevention plan. This includes retail shops, offices, and even seasonal operations. It’s not only for big corporations or high-risk industries.

What kind of follow-up should happen after an incident?

After any reported incident, follow-up is key. Interview those involved, document findings, and identify patterns or contributing factors. More importantly, check in with affected staff and update your procedures if gaps were found. Action afterward builds trust and strengthens prevention.


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.
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