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Health and safety due diligence checklist

Health and safety due diligence checklist

Evaluating your safety practices is key to maintaining compliance and reducing risks. A health and safety due diligence checklist helps you assess training programs, hazard controls, and emergency procedures. Use this tool to identify gaps and ensure your workplace meets safety standards.

Use this template
or download pdf
Health and safety due diligence checklist

Evaluating your safety practices is key to maintaining compliance and reducing risks. A health and safety due diligence checklist helps you assess training programs, hazard controls, and emergency procedures. Use this tool to identify gaps and ensure your workplace meets safety standards.

Use this template
or download pdf

About the Health and safety due diligence checklist

The health and safety due diligence checklist is designed to help you systematically manage workplace safety. It’s structured into clear sections, covering key areas like risk assessments, compliance checks, employee training, and emergency procedures. 

You can use this checklist to streamline your safety processes and ensure compliance with regulations. By breaking tasks into manageable steps, it helps you identify risks, assign responsibilities, and track progress effectively. 

The structure makes it easy to adapt to your organization’s specific needs, whether you’re overseeing a small team or a large operation. This checklist not only simplifies safety management but also fosters a culture of accountability within your team. 

Key elements of a health and safety due diligence checklist

A health and safety due diligence checklist includes essential components to help you maintain a safe and compliant workplace. Here are the key elements that make it effective: 

  1. Risk assessment section: This helps you identify potential hazards and evaluate their severity. By addressing risks proactively, you can prevent accidents and ensure a safer environment for your team. 
  2. Compliance checks: This section ensures your workplace adheres to local laws and regulations. Staying compliant minimizes legal risks and protects your business from penalties.
  3. Employee training records: Documenting safety training ensures your team is prepared to handle risks and emergencies. It also highlights areas where additional training may be needed. 
  4. Emergency procedures: Clear steps for handling incidents like fires or medical emergencies keep your team informed and ready to act quickly when needed. 
  5. Follow-up actions: This section tracks unresolved issues and assigns responsibilities, ensuring nothing falls through the cracks. 

By including these elements, you can use the checklist to streamline safety management, improve accountability, and foster a culture of safety in your workplace. 

When to use a health and safety due diligence checklist

A health and safety due diligence checklist is most effective when you need to ensure compliance and maintain workplace safety. Use it during routine inspections to identify hazards, assess risks, and track corrective actions. It’s particularly useful when preparing for audits or regulatory inspections, as it ensures all safety measures are documented and up to date. 

You can also rely on this template for onboarding new employees. It helps you standardize safety training and ensures that all team members understand their responsibilities. In high-risk industries like construction, manufacturing, or logistics, this checklist is essential for addressing potential hazards and avoiding accidents.

Whether you’re managing daily operations, conducting risk assessments, or responding to safety concerns, this tool helps you stay organized, compliant, and proactive. By integrating it into your workflow, you’ll create a safer, more efficient work environment. 

Improve safety compliance with ease

Ensure a safer workplace by downloading the health and safety due diligence checklist from Lumiform. Adapt it to your organization’s needs, assign tasks, and track progress effortlessly. Start using the template now to protect your team, stay compliant, and simplify safety management in just a few clicks. 

Related categories

  • Health and safety management templates
  • Health care templates
  • Safety templates
Preview of the template
entity_item!!!
Documentation
Is there a current health and safety policy statement?
Are all relevant safety procedures and work instructions documented?
Are risk assessments conducted and documented for all work activities?
Are arrangements for employee health surveillance documented?
Training
Is there a training matrix to ensure all employees receive appropriate health and safety training?
Are training records maintained for all employees?
Is refresher training provided at appropriate intervals?
Incident Reporting
Are there systems in place for the reporting of all work-related incidents and near misses?
Are incident investigations carried out to identify root causes and prevent recurrence?
Are corrective actions from incident investigations monitored and completed?

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

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Template collections

See comprehensive collections of best practice templates related to this topic.

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Use cases

Check out how the Lumiform software can be utilized for related use cases.

Health and safety management system softwareDue diligence softwareSafety Management SoftwareOccupational health and safety software
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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

10 reasons why workplace safety is important6 types of due diligenceHow to perform safety inspections4 benefits of safety management and how to communicate them

Frequently asked questions

What is the purpose of a health and safety due diligence checklist?

A health and safety due diligence checklist helps you identify risks, ensure compliance, and maintain a safe workplace. It provides a structured approach to managing safety responsibilities, tracking corrective actions, and meeting legal requirements. This tool simplifies safety management and reduces the risk of accidents or regulatory penalties.

How can I ensure compliance with health and safety regulations?

To ensure compliance, regularly review legal requirements relevant to your industry, train employees on safety protocols, and conduct routine inspections. Document your efforts using tools like a health and safety due diligence checklist. This ensures you stay organized, address risks proactively, and provide evidence of compliance during audits or inspections.

Why is risk assessment important in workplace safety?

Risk assessment is crucial because it helps you identify potential hazards before they cause harm. By evaluating risks, you can implement preventive measures, protect your team, and avoid costly incidents. A proactive approach to risk assessment fosters a safer work environment and ensures you meet regulatory standards.

What should I do if a safety issue is identified?

If a safety issue is identified, address it immediately by implementing corrective actions. Assign responsibilities to the appropriate team members and monitor progress until the issue is resolved. Keeping a record of identified risks and actions taken demonstrates accountability and improves workplace safety over time.


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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