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Work instruction template

Work instruction template

Keep your team organized, vigilant, and on the same page in the workplace with Lumiform’s work instructional 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
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or Download template as PDF
Work instruction template

Keep your team organized, vigilant, and on the same page in the workplace with Lumiform’s work instructional 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

Work instruction templates provide clear, step-by-step guidance for completing specific tasks consistently across your organization. This template helps you document procedures with precision, including risk assessments, safety controls, and emergency protocols—elements often overlooked in basic process documentation.

A survey by McKinsey found that more than one-third of organizations see efficiency as a top priority. With this template, you can deploy resources more effectively where they matter most. If your team encounters inconsistent quality, for example, you can ensure everyone follows the exact same procedure to reduce errors.

Related categories

  • Operational excellence templates
  • General templates
  • Warehouse templates
  • Maintenance templates
  • Risk assessment templates
  • Workforce management and HR templates
Preview of the template
General Information:
Title:
By:
Work Instruction Template #:
Risk Assessment #:
Issued On:
Review Date:
Main Lesson:
What are the hazards associated with this task?
What safety controls are in place?
Instructions:
What are the closing procedures of this task?
What emergency procedures are in place?
This template was downloaded 4 times

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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.

How to write effective work instructionsManual handling: Best practices for workplace safety Kaizen Guide - Improve your workflow
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Template collections

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14 free work instruction templates for every industry25 free work order templates for every industry13 free permit to work templates
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Use cases

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

Work instructions softwarePermit to work softwareWork order softwareScope of work software
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Other resources

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

5 types of work permit formsHow to write a scope of workHow to write a workplace safety policy4 ways process improvement increases profits

Frequently asked questions

How do I identify all the hazards to list?

Conduct a thorough job safety analysis by observing the task being performed, interviewing experienced workers, and reviewing incident reports. Consider environmental, mechanical, chemical, ergonomic, and procedural hazards. Evaluate both routine operations and potential emergency scenarios to create a comprehensive hazard inventory.

What’s the difference between this work instruction template and a standard operating procedure?

This work instruction template provides specific, task-level guidance with integrated safety elements, while SOPs typically cover broader processes and policies. Work instructions detail exactly how to perform individual tasks, whereas SOPs establish the framework within which those tasks should be performed. This template bridges both needs.

How can I measure if my work instructions are effective?

Track key performance indicators related to the task, such as error rates, completion time, safety incidents, and quality metrics before and after implementation. You can also gather user feedback on clarity and usefulness. Look out for how often instructions need clarification or lead to questions.


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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