Monthly Safety Checklist

It carries the 30-item core of the workplace inspection, plus the document and the system items: the risk assessments, the permits, the training, the maintenance, the drills and the review. Work through it once a month, mark the items, write the findings, and the monthly inspection is the document that the management review and the ISO 45001 audit work from. It is the deep dive, and the depth is the point.

How to use the template

1. Set the header — the site, the month, the inspector, the scope
2. Work the 30 core items — the fire, the electrical, the housekeeping, the PPE, the equipment, the welfare
3. Work the document and system items — the risk assessments, the permits, the training, the maintenance, the drills
4. Mark each item pass, fail or N/A
5. Write the findings and assign the owner and the date
6. Sign it, file it, and feed the findings to the management review and the ISO audit

Worked example

A monthly inspection: the 30 core items, 26 pass, 4 fail (the same blocked exit, now a month old — the layout change is the action, not the move; the extension lead pattern, the root cause is the procurement, and the action is the spec change). The document items: the risk assessments current (pass), the permits up to date (pass), the training — two licences due (fail, the refreshers booked), the maintenance current (pass), the drill last quarter (pass). The monthly inspection is the document the management review reads, and the pattern is the finding.

Standard & legal context

The monthly checklist is the deep dive for the UK MHSVR 1999 duty and the OSHA site safety plan in the US. The 30-item structure is the workplace inspection core, and the monthly frequency is the site practice for the stable environment. The ISO 45001:2018 clause 9.1 monitoring and clause 9.3 management review carry the duty at the management system level, and the monthly inspection is the operational form of the monitoring.

Common mistakes

1. Repeating the weekly and calling it the monthly — the monthly is the deep dive with the document items, and the depth is the point
2. No root cause on the repeat — the item that is a month old is the pattern, and the root cause is the finding, not the repeat
3. The document items as a formality — the risk assessments, the permits, the training are the system, and the check is where the system is proven
4. No feed to the review — the monthly inspection feeds the management review and the ISO audit, and the finding without the feed is the one that changes nothing