Lumiform
Features Solutions Resources Templates Enterprise Pricing
Select a language
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
en
Contact salesLog in
Sign up
Back
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
Features Solutions Resources Templates Enterprise Pricing
Free demo
Log in
en
Book a personal demoView video demoContact sales
Explore
Resource hubCentral repository for all Lumiform resourcesCustomer storiesReal-world successes and experiences with Lumiform.
Learn
Template collectionsComprehensive collections of best practice templates.Topic guidesComprehensive safety, quality, and excellence insights.LexiconDefinitions key to quality, safety, and compliance.
Support
Developer's guideTechnical documentation for developers.Help centerAssistance with onboarding and platform mastery.
Featured reads
Explore our collection of 38 free preventive maintenance checklists

Template collection

Explore our collection of 38 free preventive maintenance checklists

Start reading
Your guide to performing and documenting efficient child care observation

Topic guide

Your guide to performing and documenting efficient child care observation

Start reading
Lumiform as customer journey mapping tool in gastronomy

Success story

Lumiform as customer journey mapping tool in gastronomy

Start reading
Book a personal demoView video demoContact sales
By industry
Food and hospitalityManufacturingConstructionRetailTransport and logisticsFacility managementView all industries
By business needs
Health and safety managementQuality managementOperational excellenceRisk management and complianceView all business needs
By use case
Safety management softwareEnergy audit appForklift inspection appBuilding management softwareVehicle inspection appQMS appKaizen method appProperty inspection appRestaurant inspection appElevator management appProject management softwareFire inspection app
View all app uses
Book a personal demoView video demoContact sales
Overview
Template libraryDiscover over 12,000 free, ready-made and expert proofed templates.
Use cases
CleaningMaintenanceRisk assessmentSupply chainIncident management
Business needs
Health and safety managementQuality managementOperational excellenceRisk management and compliance
Industries
Food and hospitalityManufacturingRetailTransport and logisticsConstructionFacility management
Book a personal demoView video demoContact sales
Overview
Product overviewAll features
Capabilities
Digitize
Form builderMobile AppActions
Automate
Workflow automationApprovalsIntegrations
Transparency and accountability
ReportsAnalytics
Orchestrate
Administration
Book a personal demoView video demoContact sales
Templates
Key performance indicator – Safety KPI template

Key performance indicator – Safety KPI template

Track your safety performance with clarity. This editable template helps you record incident rates, training completion, and engagement levels all in one place.

Use this template
or download pdf
Key performance indicator – Safety KPI template

Track your safety performance with clarity. This editable template helps you record incident rates, training completion, and engagement levels all in one place.

Use this template
or download pdf

About the Key performance indicator – Safety KPI template

Safety metrics informs strategy and drives compliance. From coordinating site-level operations to overseeing safety across multiple departments, consistent tracking is critical. This key performance indicator safety KPI template allows you to monitor trends, identify issues early, and focus your efforts where they matter most. You’ll have standardized way to capture essential safety metrics, from incident rates and training completion to employee involvement.

Essential elements of the key performance indicator – safety KPI template

To make smart, data-backed decisions about safety in your organization, your template needs to go beyond checkboxes and raw numbers. Here are the core elements that make the template work:

  1. Clear safety metrics: Capture key figures like TRIR, LTIR, and near-miss rates. These numbers help you monitor trends over time and compare performance across reporting periods.
  2. Training and program completion rates: Use this to see how well your safety programs are being adopted on the ground. It reflects how effectively your workforce is being engaged and prepared.
  3. Observation and participation data: Track how often employees participate in safety activities. High involvement usually signals a stronger safety culture.
  4. Management engagement levels: Assess how visible and involved leadership is in safety initiatives. This can directly impact employee behavior and safety outcomes.
  5. Survey-based culture insights: Add perception scores to understand how safe your team feels, not just how safe they are. This qualitative data rounds out the full picture.

Customizing the key performance indicator – safety KPI template to your needs

No two companies track safety in exactly the same way. Whether you’re monitoring a small construction crew or managing safety data across multiple warehouse sites, the template should reflect your specific structure, goals, and reporting style.

First, align the metrics with your operational focus. If you’re in manufacturing, you might prioritize near-miss frequency and equipment-related incidents. In logistics, you might want to add fields for vehicle-related risks or driver behavior indicators.

Next, consider adding role-specific fields. A site manager might need granular incident data, while an executive may only need high-level summaries. Tailoring views or permissions helps streamline data access for each level of your organization.

Feel free to update frequency and targets based on your reporting cycle too. Weekly tracking might suit fast-paced environments, while monthly or quarterly reviews work better for long-term safety programs.

Simplify your reporting process with Lumiform’s tools

Improve your safety tracking with a template built for fast updates and real-world workflows, with a clear structure. You can assign sections to different roles, set performance targets, and collect consistent input across teams. You’ll be able to stay on top of key indicators without drowning in spreadsheets, from training completion rates to management involvement.

Related categories

  • Health and safety management templates
  • General templates
  • Professional services templates
  • Workplace safety templates
Preview of the template
entity_item!!!
Page 1
General Information
KPI Name
KPI Owner
Reporting Period
Safety Metrics
Total Recordable Incident Rate (TRIR)
Lost Time Incident Rate (LTIR)
Fatality Rate
Near Miss Reporting Rate
Safety Training Completion Rate
Safety Programs
Behavior-Based Safety Program Implementation
Job Safety Analysis Completion Rate
Safety Observation Program Participation Rate
Safety Culture
Safety Perception Survey Score
Management Safety Engagement
Employee Safety Participation

More templates like this

Workplace safety inspection checklist
Workplace safety inspection checklist
Use this checklist to identify hazards, document findings, and assign follow-ups. It’s designed to help you conduct thorough inspections across various areas.
Workplace safety templates
Workplace safety audit checklist
Workplace safety audit checklist
Streamline your workplace safety audits with our checklist. Gain compliance and elevate safety standards with expert insights and strategies.
Safety templates
Safety performance review template
Safety performance review template
Assess how your team handles safety on the ground. Track incident responses, training follow-through, and proactive habits with this review template.
Workplace safety templates
Safety and clinical performance template
Safety and clinical performance template
Clarify your device’s safety and clinical value with a template designed to meet MDR requirements and speed up your reporting process.
Quality assurance templates
Safety performance evaluation template
Safety performance evaluation template
Track what’s really happening on the ground with an evaluation template that covers critical areas like training, reporting, and risk control.
Safety templates
General safety and performance requirements checklist
General safety and performance requirements checklist
Track critical equipment checks, spot safety risks early, and stay consistent with structured sections covering safety devices, systems, and performance.
Quality assurance templates

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.

Hazard communication program: A guide for workplace safetyWorkplace safety: Best strategies and practicesEffective risk assessment: Key steps and best practices
See all topic guides

Template collections

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

5 free safety performance templates for tracking KPIs3 free OSHA 300 form templates for informed workplace safety5 hazard identification forms for workplace safety
See all template collections

Use cases

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

Health and safety management system softwareWorkplace safety softwareEHS compliance softwareOccupational health and safety software
See all use cases

Other resources

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

4 steps of a job safety analysis (JSA)10 reasons why workplace safety is important4 ways that workplace safety increases worker productivityHow to perform safety inspections

Frequently asked questions

What’s the difference between a lagging and leading safety KPI?

Lagging safety KPIs track incidents that have already happened, like injury rates or lost workdays. Leading KPIs, on the other hand, measure proactive efforts, such as completed training sessions or safety observations. A strong safety KPI setup balances both to give you insight into what’s working and where risks may still be hiding.

How many safety KPIs should a company track?

There’s no one-size-fits-all number, but tracking too many can dilute focus. Most companies work with 5 to 10 key safety KPIs that reflect their specific risks and compliance needs. Focus on the indicators that align with your safety goals—for example, near-miss reports in high-risk environments or PPE compliance in manufacturing.

How do I make safety KPIs more actionable?

Go beyond tracking numbers and tie them to actions. If your incident rate is rising, dig into root causes and link that to a follow-up like retraining or a process audit. Use trends over time rather than isolated metrics to identify where small changes could have a bigger impact.


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.
Lumiform logo
Platform
HomeSign upProductAll featuresPricingEnterpriseTrust and securityCustomer success offeringsDownload the app
Solutions
IndustriesFood and hospitalityManufacturingConstructionRetailTransport and logisticsFacility management
Business needsHealth and safety managementQuality managementOperational excellenceCompliance and risk management
Uses cases
Learn
Template collectionsTopic guidesLexiconHelp centerJournalInfographicsVideos
Resources
Lumiform templatesby industryby use caseby business needAll categories
Customer storiesDeveloper APIResource hubIntegrations
Company
AboutJobsLegalBook a demoContact sales
© 2025 LumiformTerms and conditionsPrivacyData processingSitemap
App StoreGoogle play