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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.

Use this template
or download pdf
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.

Use this template
or download pdf

About the Safety performance review template

A thorough safety performance review process is key to maintaining compliance and driving real improvements on the ground. This safety performance review template allows you to assess how well safety protocols are actually being followed. It’s a practical tool for team leads, safety officers, or operations managers who want to spot trends, standardize reviews, and drive improvements.

Why you should use the safety performance review template

Safety is a daily practice, and this template helps you go beyond vague observations and gut feelings. It gives you a consistent format to track how your team is performing in terms of safety standards. You can spot patterns, identify gaps, and address issues before they turn into incidents.

With this template, you can bring structure to your safety evaluations, so you don’t have to start from scratch each time. It helps you align teams, standardize reporting, and reduce the risk of missed detail, especially when you’re managing multiple locations or shifts.

By documenting key performance areas like incident response and compliance, you’re able to use real data to back your safety decisions. This way, you can drive meaningful improvements where they’re needed most.

How to use the safety performance review template

Whether you’re reviewing monthly performance or wrapping up a quarterly audit, here’s how to make the most of the template:

  1. Customize the template to match your workflow. In the Lumiform app, edit the template to reflect the specific safety areas you want to evaluate. You can remove sections that don’t apply and add company-specific language to keep it relevant.
  2. Assign the template to the right reviewer. This might be a safety officer, team lead, or site supervisor. Assign the form with a due date and any necessary instructions so they know exactly what to look for and when to submit their review.
  3. Conduct the review on-site or during a designated check-in. Use a tablet or phone to walk through the checklist in real time. Reviewers can add notes, photos, or even assign immediate follow-up tasks within the form to address issues as they’re spotted.
  4. Track and analyze the results over time. Once submitted, the data is automatically stored and visualized in Lumiform’s analytics dashboard. This gives you clear visibility into trends, recurring issues, and improvements across departments or locations.
  5. Share insights and drive improvement. Export the findings as a report to discuss in team meetings or send to upper management. Use the results to adjust safety protocols, prioritize training, or launch new initiatives based on what the data is telling you.

How to use the safety performance review template

Start using the template to get consistent, reliable input on how your teams are performing when it counts. You’ll be able to assign responsibilities clearly, track progress across multiple locations, and keep reviews aligned with your internal standards without chasing unnecessary paperwork. The template’s streamlined format keeps your reviews organized so that you can decide on actionable next steps.







Related categories

  • Health and safety management templates
  • General templates
  • Workplace safety templates
Preview of the template
entity_item!!!
Page 1
Safety Practices
Demonstrates a strong commitment to safety protocols
Proactively identifies and addresses safety concerns
Follows all required safety trainings and certifications
Promotes a positive safety culture among team
Safety Incident Response
Responds quickly and appropriately to safety incidents
Implements corrective actions to prevent recurrence
Properly documents all safety-related incidents
Communicates safety incidents to relevant stakeholders
Safety Improvement Initiatives
Suggests ideas to enhance overall safety performance
Actively participates in safety improvement programs
Provides feedback to improve safety policies and procedures
Demonstrates a proactive approach to safety innovation
Safety Compliance
Adheres to all relevant safety regulations and standards
Maintains required safety certifications and documentation
Promptly reports any safety compliance issues
Ensures team members are fully informed of safety requirements
Safety Performance Metrics
Number of reported safety incidents in the review period
Lost time injury frequency rate
Safety training hours completed
Percentage of safety audits/inspections with no findings

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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.

Workplace safety: Best strategies and practicesEffective risk assessment: Key steps and best practicesEverything you need to create effective inspection checklists with Lumiform
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Template collections

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

5 free safety performance templates for tracking KPIs5 hazard identification forms for workplace safety3 free OSHA 300 form templates for informed workplace safety
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Use cases

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

Workplace safety softwareHealth and safety management system softwareJob safety analysis softwareIncident report 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 policy4 benefits of safety management and how to communicate them

Frequently asked questions

What should a safety performance review include beyond incidents?

A solid safety performance review goes beyond logging past incidents. It should also look at how actively teams are preventing risks, like identifying hazards early, following protocols during routine tasks, and participating in ongoing training. Observing behavior during normal operations can reveal just as much as formal audits or reports.

Who should be responsible for completing safety performance reviews?

Typically, team leads, site supervisors, or safety officers take the lead, since they have regular on-the-ground visibility and enough authority to assess compliance fairly. It helps if the person is trained in recognizing both physical risks and procedural gaps. They don’t have to be in upper management, but they should know what excellent safety performance looks like.

What’s the difference between a safety inspection and a safety performance review?

Inspections focus on the physical environmenthecking equipment, signage, or PPE availability. Performance reviews, on the other hand, focus on people: how well safety protocols are understood, applied, and followed over time. Think of it as zooming out and asking, “How are we actually doing at staying safe day-to-day?”


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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