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Safety in design template

Safety in design template

Lay the groundwork for safer projects from day one. This template helps you document hazards, plan controls, and align teams before any physical work begins.

Use this template
or download pdf
Safety in design template

Lay the groundwork for safer projects from day one. This template helps you document hazards, plan controls, and align teams before any physical work begins.

Use this template
or download pdf

About the Safety in design template

Documenting design-stage safety requirements is a key part of risk management in high-stakes industries like construction, engineering, and manufacturing. A safety in design template enables you to structure these evaluations consistently, ensuring that you assess hazards early on.

It’s a tool for documenting risks, safety controls, and mitigation strategies from the earliest stages of planning. From identifying critical components to validating emergency procedures, the template supports better communication and accountability.

Key elements of the safety in design template

This template works great for aligning your team on safety priorities before you settle on design decisions. Here are the essential elements included in the template:

  1. Project overview and stakeholders: Start with the basics, such as the project name, scope, and involved teams. This gives context to your safety decisions and keeps everyone accountable from the start.
  2. Design-stage safety checks: Capture whether your team has reviewed relevant regulations, safety standards, and ergonomic factors. This step confirms that you’ve integrated safety into the foundation of the design.
  3. Hazard identification and mitigation: List potential hazards and outline how your team plans to manage them. This is where you turn abstract concerns into clear actions.
  4. Risk assessment process: Use this section to evaluate the likelihood and impact of identified risks. A structured risk matrix here boosts clarity and decision-making.
  5. Safety-critical features: Document any fail-safes, emergency stops, or warning systems baked into the design. This part shows how you’re reducing risks at a system level.
  6. Validation, documentation, and training: Wrap it up by tracking tests, safety sign-offs, and the materials used to train staff. This is where safety becomes part of your operational DNA.

Best practices for using the safety in design template

Safety in design means catching risks before they show up on-site or in the field. This safety in design template allows you to track those decisions and reduce rework later.

To maximize it, fill out the template during the design process, not after. Treat it as a dynamic document that you’ll update in real-time as your plans evolve. This keeps your safety planning proactive.

Be specific too when documenting risks and controls. Instead of noting “fall risk,” describe where, when, and who it affects, then detail how you’re addressing it. Clear language helps others understand your logic and builds trust across teams.

Finally, involve the right people early. Bring in safety officers, engineers, and frontline supervisors when filling out key sections. Their insights turn the template into a collaborative planning tool rather than just a compliance form.

Strengthen your design workflow with Lumiform’s tools

Bring clarity and consistency to your team’s safety planning process. This template guides you from risk identification to actionable steps, with organized sections for documenting hazards, assigning responsibilities, and capturing supporting evidence such as photos and notes. It’s designed to support collaboration across roles and maintain oversight throughout the design phase. Download it today to keep your safety workflows aligned from start to sign-off!






Related categories

  • Health and safety management templates
  • Construction templates
  • Manufacturing templates
  • Safety templates
Preview of the template
entity_item!!!
Page 1
General Information
Project Name
Project Description
Client Name
Design Team Members
Design Considerations
Have safety requirements been identified and incorporated into the design?
Have applicable safety standards and regulations been reviewed and addressed?
Have potential safety hazards been identified and mitigation strategies developed?
Have safety-critical components been identified and their failure modes evaluated?
Have user interface and ergonomic factors been considered to enhance safety?
Have maintenance and servicing requirements been addressed to ensure safe access and operation?
Risk Assessment
Have potential risks been identified and evaluated?
Have risk mitigation strategies been developed and documented?
Have residual risks been communicated to stakeholders?
Safety Features
Have appropriate safety features and protective devices been incorporated into the design?
Have fail-safe mechanisms been implemented to prevent unsafe conditions?
Have emergency stop or shutdown capabilities been provided?
Have warning labels, instructions, and signage been clearly communicated?
Testing and Validation
Have safety-related tests and inspections been planned and conducted?
Have test results been documented and any issues addressed?
Have safety validation activities been completed and documented?
Documentation and Training
Have safety-related design documentation and drawings been prepared?
Have operation and maintenance instructions been developed to ensure safe use?
Have training materials been created to educate users on safe operation and maintenance?

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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 softwareJob safety analysis softwareOccupational health and safety softwareEnvironmental safety software
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Other resources

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

Frequently asked questions

What’s the difference between safety in design and a standard safety audit?

Safety in design is an early-stage process focused on identifying and eliminating potential hazards during the planning and design phases, before you even begin construction or implementation begins. It’s proactive and focuses on designing out hazards early. On the other hand, a safety audit is a post-implementation review that evaluates whether established safety procedures are being followed. Both approaches are essential, but they serve different phases of a project’s lifecycle.

Who should be involved in the safety in design process?

Aside from the safety officer, bring in engineers, architects, operations managers, and even frontline workers too. Each role contributes a different perspective. After all, what looks safe on paper might be a maintenance headache in reality. Collaborating early helps you avoid rework and creates more practical safety controls.

What’s one commonly missed area in safety in design?

Access and maintenance often get overlooked. People tend to focus on operational risks but forget to consider how equipment will be serviced later. If you don’t plan for safe access to valves, switches, or filters, you’re also setting up future teams for risky improvisation. It’s best to catch all of these before the build phase.


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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