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ISO 45003 audit checklist

ISO 45003 audit checklist

Identify gaps in workplace mental health practices with this audit checklist. You get clear, actionable prompts across important areas, from risk assessment to employee support.

Use this template
or download pdf
ISO 45003 audit checklist

Identify gaps in workplace mental health practices with this audit checklist. You get clear, actionable prompts across important areas, from risk assessment to employee support.

Use this template
or download pdf

About the ISO 45003 audit checklist

Psychosocial risks don’t always show up with warning signs. In fact, burnout, low morale, or even high turnover might be the first red flags. If you’re responsible for managing psychological health and safety at your workplace, you need a system that helps you consistently spot, track, and respond to these issues. This is where an ISO 45003 audit checklist comes in.

This template supports you in evaluating how well your organization is aligned with the ISO 45003 standard. Use it to document your current processes, identify gaps, and create a reliable foundation for ongoing improvement.

Streamline your psychological safety reviews

The ISO 45003 audit checklist features several key focus areas, such as organizational commitment, risk assessment, training and awareness, and employee engagement. Each section uses clear yes/no questions to guide your review, so you never miss a critical step.

With this template, you can standardize your audit process across teams. This makes it easier to compare results, spot trends, and track progress over time. It also keeps your documentation clean and focused.

The checklist supports you by providing a ready-made structure for evaluating psychological health and safety. Whether you’re preparing for internal audits or meeting external compliance standards, the layout helps you stay aligned with ISO 45003 without starting from scratch.

How to use the ISO 45003 audit checklist

The ISO 45003 audit checklist is your go-to tool for tracking how well your organization protects mental well-being at work. Here’s how to get the most out of it:

  1. Customize the checklist: Start by tailoring the template to your organization. You can edit categories, remove non-relevant items, or add specific risk factors based on your industry. Use Lumiform’s form builder to adapt roles or processes to reflect your actual workflow.
  2. Assign it to a responsible person: Give the checklist to a team leader or safety officer who understands your workplace context. One person completes the audit, but you can give others access to view results and comment on specific points if needed.
  3. Conduct the audit on-site or remotely: The template is mobile-friendly, so it’s easy to fill out during walkthroughs or team interviews. Use features like photo uploads or comments to document observations and add evidence to support responses.
  4. Review and act on your findings: After completion, go over the checklist results and highlight recurring gaps. Use Lumiform’s action management tools to assign follow-up tasks or schedule training where needed.
  5. Track changes over time: Repeat the audit regularly—monthly, quarterly, or after key events. Analyze trends, compare past results, and share insights with decision-makers to keep improving your psychological health strategy.

Download Lumiform’s ISO 45003 audit checklist today

Bring clarity to your next workplace review using this checklist. With organized prompts and built-in task assignment, you can quickly spot patterns and act with confidence. Assign audits, track follow-ups, and keep your team aligned on what matters most. It’s built to fit your workflow, from assessing risks monthly to conducting a full annual reviews.

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Preview of the template
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Page 1
Organizational Commitment
Does the organization have a written policy that addresses psychological health and safety?
Is the policy communicated to all employees?
Are roles and responsibilities for psychological health and safety defined and communicated?
Is there a designated person or committee responsible for overseeing psychological health and safety?
Does the organization provide adequate resources (financial, human, technological) to support psychological health and safety activities?
Risk Assessment
Has the organization conducted a comprehensive risk assessment to identify psychosocial hazards and risks?
Does the risk assessment consider both work-related and personal factors that may impact psychological health and safety?
Are the risk assessment findings communicated to all relevant stakeholders?
Are controls and interventions implemented to mitigate identified risks?
Are the controls and interventions regularly monitored and evaluated for effectiveness?
Training and Awareness
Does the organization provide training on psychological health and safety for all employees?
Is the training tailored to the specific needs and roles of different employee groups?
Are managers and supervisors trained on how to recognize and address psychosocial risks and support employee well-being?
Are employees aware of the available resources and support services for psychological health and safety?
Is there a process in place to continuously improve psychological health and safety training and awareness programs?
Incident Reporting and Investigation
Does the organization have a clear and well-communicated process for reporting psychological health and safety incidents?
Are all reported incidents investigated in a timely and thorough manner?
Are the root causes of incidents identified, and corrective actions implemented to prevent recurrence?
Are employees who report incidents protected from retaliation?
Are incident data and trends analyzed to identify areas for improvement?
Employee Engagement and Support
Does the organization regularly assess employee psychological health and well-being through surveys or other methods?
Are the survey results communicated to employees, and are action plans developed to address identified issues?
Are employees provided with access to confidential support services, such as employee assistance programs or counseling?
Are managers trained on how to have supportive conversations with employees and promote a positive work culture?
Does the organization have a process to address workplace conflicts, harassment, and other psychosocial issues in a timely and effective manner?
Monitoring and Continuous Improvement
Does the organization have a process to regularly monitor and review the effectiveness of its psychological health and safety management system?
Are performance indicators and metrics in place to measure the impact of psychological health and safety initiatives?
Are the results of monitoring and review activities communicated to relevant stakeholders, and are improvement actions implemented?
Does the organization seek feedback and input from employees to identify areas for improvement?
Is the psychological health and safety management system regularly updated to reflect changes in legislation, best practices, and the organization's needs?

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Frequently asked questions

What is ISO 45003?

ISO 45003 is the first global standard focused entirely on psychological health and safety at work. It gives practical guidance on identifying and managing psychosocial risks like stress, workload, poor leadership, or lack of support. It’s meant to work alongside your existing OH&S practices rather than replace them.

What is the difference between ISO 45001 and 45003?

ISO 45001 covers general occupational health and safety risks, such as physical hazards, injuries, and compliance. ISO 45003 zooms in on psychological and social risks that affect mental well-being, like high job demands or unclear communication. While 45001 focuses on how people get hurt, 45003 looks at why people might burn out or disengage. Both standards are meant to work together.

Who should use ISO 45003 in their organization?

This guideline is relevant to HR teams, health and safety managers, and anyone involved in workplace well-being strategies. It’s especially useful in industries with high emotional demands or fast-paced environments, like healthcare, emergency services, or logistics. Any company with people under pressure can benefit from applying its principles, though.


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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