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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 with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
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or Download template as 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 with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Our safety performance review template helps you evaluate and improve workplace safety practices across your organization. This assessment tool covers critical areas including safety practices, incident response, improvement initiatives, and compliance. It measures safety-related behaviors and outcomes with quantifiable metrics.

Research found that random OSHA inspections led to a 9% decrease in workplace injuries and a 26% decrease in injury-related costs. By implementing regular safety performance reviews, you can foster accountability among team members and build a stronger safety culture throughout your organization.

Related categories

  • Health and safety management templates
  • General templates
  • Workplace safety templates
Preview of the template
Entity
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

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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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Workplace safety softwareHealth and safety management system softwareJob safety analysis softwareIncident report software
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Other resources

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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 information should I gather before completing a safety performance review?

Before starting, collect incident reports, training records, audit results, and previous review documentation. You’ll also need safety metrics like injury rates and near-miss data. Speaking with team members about observed safety behaviors can provide valuable context that might not appear in formal records.

How can I ensure my safety performance reviews lead to actual improvements?

Connect review findings directly to specific action plans with clear ownership and deadlines. Follow up on previous action items at the beginning of each new review. Celebrate successes when metrics improve, and involve employees in developing solutions to identified issues to increase buy-in and effectiveness.

What’s the best way to discuss poor safety performance with team members?

Focus conversations on specific behaviors rather than general criticism. Present objective data from the review, ask for their perspective on contributing factors, and collaborate on improvement strategies. Emphasize that the goal is preventing injuries and creating a safer workplace, not punishment or blame.

How can I customize this safety performance review template for my specific industry?

Modify the template by adding industry-specific safety protocols, adjusting performance metrics to reflect your operation’s risks, and incorporating any regulatory requirements unique to your field. Keep the core structure intact while ensuring the content addresses your workplace’s particular safety challenges.


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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