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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.

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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.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Struggling to get a clear picture of your organization’s safety performance? This evaluation template aids you in assessing the strength of your entire safety program. You’ll evaluate safety culture indicators, training effectiveness, incident management processes, hazard controls, and performance monitoring systems all in one structured assessment.

The American Society of Safety Engineers points out that companies save between $4 and $6 for every $1 invested in effective safety programs. Use this template regularly to track improvements, identify emerging issues, and ensure your safety initiatives deliver measurable results.

Related categories

  • Health and safety management templates
  • Quality management templates
  • General templates
  • Manufacturing templates
  • Safety templates
  • Workplace safety templates
Preview of the template
Entity
Page 1
Safety Culture
Does the organization demonstrate a strong commitment to safety?
Are safety policies and procedures clearly communicated to all employees?
Do employees actively participate in safety-related activities?
Is there a positive safety-first attitude among the workforce?
Safety Training
Do all employees receive comprehensive safety training?
Is safety training regularly reviewed and updated?
Are training records well-maintained and accessible?
Do employees demonstrate a good understanding of safety protocols?
Incident Management
Are all incidents and near-misses promptly reported?
Are incident investigations thorough and effective?
Are corrective actions implemented in a timely manner?
Is there a system in place to share lessons learned?
Hazard Identification and Control
Are hazards regularly identified and assessed?
Are effective controls implemented to mitigate risks?
Are employees actively involved in hazard identification?
Are safety audits and inspections conducted regularly?
Performance Monitoring
Are relevant safety performance metrics tracked and analyzed?
Are safety performance targets and objectives set and reviewed?
Are safety improvement plans and initiatives implemented effectively?
Is safety performance communicated to all stakeholders?

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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.

Hazard communication program: A guide for workplace safetyWorkplace safety: Best strategies and practicesChemical hazards: A mandatory risk assesment guide (with examples for businesses & industries)
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Check out how the Lumiform software can be utilized for related use cases.

Health and safety management system softwareWorkplace safety softwareIncident report softwareJob safety analysis 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 important4 ways that workplace safety increases worker productivityHow to write a workplace safety policyThe importance of personal protective equipment (PPE) in workplace safety

Frequently asked questions

What’s the difference between this template and a regular safety inspection checklist?

While safety inspection checklists focus on physical hazards and compliance issues, this template evaluates your entire safety management system. It assesses safety culture, training effectiveness, incident response processes, hazard control methods, and performance measurement—giving you insights into how well your safety program functions as a whole rather than just identifying isolated hazards.

How can I use the results from this template to improve our safety program?

Look for patterns in your “NO” responses to identify system weaknesses. Prioritize issues affecting multiple areas, then develop specific action plans with clear responsibilities and deadlines. Track improvements over time by comparing evaluation results. Remember that cultural issues often require longer-term strategies while procedural gaps may have quicker fixes.

What should I do if we score poorly for safety culture?

First, dig deeper to understand specific cultural barriers through focus groups or anonymous surveys. Then develop a multi-faceted approach: increase leadership visibility in safety activities, recognize positive safety behaviors, and create opportunities for employee involvement in safety decisions. Cultural change takes time—focus on small wins while working toward larger shifts.

How can I get honest responses when using this template?

Create psychological safety by emphasizing that the evaluation aims to improve systems, not blame individuals. Consider anonymous input options for sensitive questions. Have evaluations conducted by someone trusted by the workforce. Share how previous evaluation results led to positive changes, demonstrating that honest feedback truly matters and drives meaningful improvements.


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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